Claim OwnershipThe Strategy Sherpa™ Show
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Welcome to The Strategy Sherpa™ Show, a series of organic discussions between host David Chavez and a variety of notable business leaders discussing how businesses can improve their operations, scale efficiently, and overcome challenges.
41 Episodes
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This week on the Strategy Sherpa Show, we welcome Derek Fournier, founder of Plain Sight Strategy Group and a seasoned leader with over three decades of experience in technology and business transformation. Join us as Derek reflects on pivotal moments in his career, including the challenges and lessons learned from launching a major Systems Management platform. Discover how a decision to release one of the worst server products became a powerful lesson in customer-driven innovation. We'll discuss his journey in establishing Technology Adoption Programs that prioritize customer engagement and quality. Tune in for an inspiring conversation on leadership, innovation, and the importance of learning from mistakes. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
On this episode of The Strategy Sherpa Show™, host David Chavez sits down with Chris Jennings to discuss how one critical mistake became the catalyst for developing a proven system in client retention. Chris recounts how a complex consulting project with misaligned stakeholders led him to hand off the project prematurely, resulting in a significant misstep. This challenge inspired Chris and his team to create a structured process for onboarding and retaining clients, which they later turned into the book, "The Client Retention Matrix." Join us as Chris shares key lessons from his journey and insights from his book, revealing how turning early mistakes into actionable strategies can drive long-term client success. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
In this episode of The Strategy Sherpa Show™, host David Chavez talks with Andy Sharpe, who faced 15 years of challenges and turnover while building a marketing department. Andy shares how promoting an experienced internal employee—without formal marketing expertise—transformed the team's effectiveness. By focusing on project management and bringing in specialists for key tasks, Andy turned things around. Tune in to hear how this approach overcame long-standing issues and helped communicate the company’s value more effectively. This episode offers valuable insights on leveraging internal talent and effective team management. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
In this week's episode of The Strategy Sherpa Show™️, we sit down with Trey Mauck to discuss his bold decision to acquire a company in the face of rising market valuations and pressure from carriers to boost volume. Trey candidly shares how a poorly structured contract and the unexpected actions of a foreign seller led to significant challenges. He explains how these obstacles prompted him to establish a dedicated acquisition team, enhance due diligence processes, and revamp payment structures to ensure smarter, more secure deals. Join us as Trey reflects on the lessons learned from navigating the complexities of business acquisitions and the steps he's taking to safeguard future growth. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
In this week's episode of The Strategy Sherpa Show™, we sit down with Keyne Petkovic, coach at Assured Strategy, alongside Ashley and LeiLani from Scott Manufacturing Solutions, to dive into their transformative team retreat experience. They share how the retreat process helped them break down personal barriers, foster trust, and embrace vulnerability to enhance team communication and decision-making. Keyne explains the importance of candid conversations and healthy conflict, while Ashley and LeiLani reflect on how learning about each other's backgrounds reshaped their team dynamics. Discover how this intensive retreat helped them cultivate deeper connections, leading to stronger business outcomes. Tune in for insights on building a more cohesive and effective team through trust, empathy, and open dialogue. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
In this week's episode of The Strategy Sherpa Show™, SongDivision’s Benji Harris, Benji Harris shares a cautionary tale about the dangers of self-inflicted pressure and rushing decisions in high-stakes environments. Facing a tight deadline and the urge to say "yes" to everything, Benji made a critical mistake by hiring a musician for a major event without proper vetting. The result? A disastrous rehearsal where the musician failed to deliver, putting the entire event at risk. Despite a last-minute save that kept the audience unaware, the damage with the client was done. Tune in to hear the lessons Benji learned from this high-pressure situation and how to avoid similar pitfalls in your own strategic decisions.Find out more about SongDivision here: https://songdivision.com/Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
In this week's episode of The Strategy Sherpa Show™, host David Chavez talks with three industry leaders—John Liotta, Jordan Benzing, and Lucas Grams—about the most crucial leadership lessons they've learned. John Liotta emphasizes the importance of accountability and trust within a team, sharing how these elements are key to leadership success. Jordan Benzing discusses fear-based motivation, explaining how understanding and addressing team members' fears can unlock their potential. Lucas Grams reflects on the importance of mental preparation, self-worth, and knowledge in rising to a leadership role. Join us to gain insights on leadership from these accomplished professionals. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
In this week's episode of the Strategy Sherpa Show™️, we sit down with Howard Scott Warshaw, a celebrated video game pioneer, MoMA artist, innovative technologist, award-winning filmmaker, author, and speaker. Howard shares his journey from his legendary exploits at Atari to becoming a licensed psychotherapist specializing in the issues of hi-tech leaders and the super-intelligent in California's Silicon Valley. He delves into his multifaceted career, including his latest book, "Once Upon ATARI," which details how his time at Atari upended his life. Learn how Howard's unique blend of creativity and insight has influenced various industries and how he now helps others navigate their challenges. This episode is packed with fascinating stories, professional insights, and the strategic decisions that have defined Howard's remarkable career. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
In this episode of the Strategy Sherpa Show™, we sit down with Young Ho Chang, the Chief Executive Officer of ATCS, to delve into his impressive 35-year career in infrastructure engineering and leadership. Mr. Chang shares his journey from joining ATCS to starting its Transportation Practice, to becoming CEO, and spearheading a cultural transformation within the company. Learn how his commitment to employee-centric values led ATCS to achieve significant accolades, including the USA Today 2024 Top Workplace award. Mr. Chang discusses the challenges he faced in balancing cultural initiatives with financial performance, especially during the COVID-19 pandemic, and how transparent communication and strategic planning helped ATCS navigate these turbulent times. This episode is packed with insights on leadership, cultural change, and the strategic decisions that drive a successful engineering firm. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
In this episode of The Strategy Sherpa Show™️, we sit down with Eric Codorniz. We explore the journey of an entrepreneur who faced the challenge of balancing a full-time role at with the pursuit of an ambitious vision. Eric shares his decision-making process that led to the creation of a solution for a non-existent problem and the subsequent costly mistakes. He reflects on how his initial lack of focus and patience resulted in unnecessary expenditures. Learn how Eric overcame these challenges by establishing clear boundaries for his time and resources, ultimately shelving the platform until a later date. Gain valuable insights on the importance of focus, patience, and the principles of bootstrapping in entrepreneurial ventures. Tune in to hear Eric Codorniz's reflections and advice on making more informed decisions in business. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
On this episode of The Strategy Sherpa Show™, we explore the inspiring journey of Dawn Hendricks and her empowering leadership. For more than 18 years, Dawn Hendricks has been a business strategist, trusted advisor, mentor, and coach to business leaders within the public, private, community, and non-profit sectors. As an entrepreneur, Dawn intuitively sees the threads of opportunity and is able to inspire others in ways that help them expand their thinking. She translates financial strategies to business goals and creates an environment that allows innovation to thrive by taking complex concepts and breaking them into clear actionable and measurable steps for her team. As founder, President & CEO of FM Talent, Dawn is known for her dedication to excellence and driving material business impact.Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
On this episode of The Strategy Sherpa Show™, we delve into the nuanced art of leadership with three powerhouse women. Monica shares her profound lesson on the importance of building people in the organization in order to grow company. LouAnn discusses how learning about the different types of personalities and truly listening to people is an essence on learning how to interact with anyone. Kim highlights the crucial impact of delivering feedback, and how altering her feedback style helped her become more effective, benefiting both the people she leads and the one she works collaboratively with. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
In this episode of The Strategy Sherpa Show™️, we dive into Neel Sus journey of transforming a high-stress, low-margin company into a resilient and efficient team. Discover the challenges faced, the mistakes made, and the decisive actions taken to overcome them. Learn how implementing a rigorous 90-day assessment and extensive pre-hire testing has reshaped the hiring process. Join us for insights on leadership, team dynamics, and the road to mastery. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
In this episode of The Strategy Sherpa Show™️ we talk with Jackie Bese as he delves into the critical moments that led to a major decision in his business journey. Discover how a period of complacency, driven by a 'still money in the bank' mentality, led to overlooking crucial financial trends and capacity levels within his team. Jackie opens up about the wake-up call of depleting business bank accounts, the tough choices of reducing expenses and staff, and the rigorous process of weekly financial reviews and strategic hiring practices. Learn from his experience on how to avoid the pitfalls of overstaffing and easy expense approvals, and gain insights into effective capacity planning and financial management. Don't miss this candid conversation on overcoming challenges and steering your business back on track. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
On this week's episode of The Strategy Sherpa Show™️, we discuss financial strategy with Harlow Russell. Harlow Russell is a global entrepreneur with experience in a full range of industries. Harlow has been building relationships with C-Suite executives across the world for more than 35 years. In 2019, Harlow founded Awesome 3D Cards (www.Awesome3DCards.com) The company designs and manufactures custom 3D pop-up cards for Companies and Organizations. Using Vietnamese Kirigami art form, these items are a unique and valuable way to engage with customers, prospects, suppliers, donors, investors, and more.Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
On this week's episode of The Strategy Sherpa Show™️, we discuss powering change with Thomas Neyhart. Thomas Neyhart is the founder and Executive Chairman of the Board of Directors for PosiGen, PBC, a company dedicated to making a sustainable impact on the lives of low-to-moderate-income families by providing accessible solar and energy efficiency solutions. Under Neyhart’s leadership, PosiGen has financed over 1 billion in residential solar systems and been recognized numerous times as one of the nation’s fastest growing companies by Inc. Magazine. Tom’s vision for the company has led to PosiGen becoming a leader in renewable energy and energy efficiency solutions, with an emphasis on making these solutions accessible to all. He is passionate about creating a more sustainable future and believes that everyone should have access to clean energy. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
Tim moved from Brazil to the US at 14 years old. He pursued his education at Liberty University, earning a degree in International Business, and completed his MBA in 2010.With a career rooted in sales, Tim worked in medical devices for Globus Medical before founding Mr. Pave in 2019. Today, Mr. Pave is thriving across Virginia, focusing on providing growth opportunities for their team and supporting the community.Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
Join us on our latest installment of The Strategy Sherpa Show™️ as we dive deep into the complexities of organizational change and scaling with our distinguished guests, Varun and Preston. Varun shares his expertise on the importance of change management, the critical need for organizational strategy before investing in processes and systems, and the beauty of simplicity in technology solutions. Preston, a LEAN Six Sigma Black Belt, discusses why most change projects fail, the effectiveness of single-threaded versus multi-threaded approaches to change, and how to rapidly implement key performance measurements. Whether you're a leader looking to motivate your team or an organization aiming to scale up, this episode is packed with valuable insights to guide your journey!Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
On this episode of The Strategy Sherpa Show™️, we delve into the nuanced art of leadership with three powerhouse women. Brianne shares her profound lesson on the importance of recognizing and adapting to team members' diverse personalities for effective leadership. Isabela discusses how her athletic background shaped her leadership style, teaching her to identify and harness individual motivations to meet company goals. Trudie highlights the crucial role of respect and relationship-building in HR, emphasizing working alongside her team to tackle challenges. Join us in our discussion as these influential leaders reveal how understanding and flexibility have been pivotal in their leadership success! Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
Dr. Michelle May is a former family physician and recovered yo-yo dieter. She is the founder of Am I Hungry? Mindful Eating Programs and Training at www.AmIHungry.com. Over 800 wellness professionals have been trained to offer Am I Hungry? mindful eating programs. She’s the award-winning author of the Eat What You Love, Love What You Eat book series that teaches mindful eating to help individuals resolvemindless and emotional eating and senseless yo-yo dieting to live the vibrant life they crave. She’s also an Associate Professor at Arizona State University. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ LinkedIn - / assured-strategies---business-strategy-coa... Facebook - / assuredstrategy Twitter - / assuredstrats
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