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The Thoughtful Entrepreneur

The Thoughtful Entrepreneur

Author: Josh Elledge of UpMyInfluence.com

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You’re gonna love this DAILY, commercial-free entrepreneur spotlight show. We feature CEOs and founders of 6-9 figure B2B companies. Agencies, coaches, consultants, and other leaders share not only their success stories - but their advice for business leaders focused on business growth.

You’re going to hear real stories from real people all in 15-25 minutes time - perfect for your commute.

On this podcast, your host, Josh Elledge encourages entrepreneurs to share not only their expertise but their stories and their hearts.

We believe that every person has a unique message which can positively impact the world. Even YOU! If you’d like to be featured on The Thoughtful Entrepreneur, apply here: https://UpMyInfluence.com/guest/
1852 Episodes
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In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO & Founder of The Delforge Group LTD, Valerie Delforge.Valerie Delforge is just the founder and CEO of The Delforge Group. She's a visionary who has carved a niche in the consulting world, guiding business owners toward exponential growth. Although rooted in the spa and beauty sector, her expertise transcends industries, offering a universal blueprint for entrepreneurial success.Valerie began her career immersed in the beauty industry, climbing the ranks to oversee spa operations for a leading corporation. Her experiences there sparked a realization: she had more to offer. This epiphany led to the birth of her consulting firm, where she now nurtures the growth of businesses, helping owners refine their strategies and mindsets.Valerie's book, "I'd Rather Do It Myself: From Micromanagement to Leadership," serves as a manifesto for entrepreneurs trapped in the cycle of micromanagement. She delved into the heart of this challenge—relinquishing control—and its profound effects on leadership dynamics and team morale.Through her work, Valerie has witnessed firsthand the destructive nature of micromanagement. It erodes trust, stifles creativity, and upsets the delicate work-life balance. She recounted stories of clients who, despite their best intentions, suffocated their teams under the weight of excessive oversight, leading to diminished business performance.Key Points from the Episode:Valerie Delforge's background in the beauty industry and her transition to founding The Delforge GroupChallenges entrepreneurs face in letting go of control as their businesses growImpact of micromanagement on leadership and team dynamicsImportance of understanding one's leadership style and its impact on the businessNegative consequences of micromanagement on trust, team culture, and work-life balanceExamples of clients who struggled with micromanagement and its effects on their businessesValerie's approach to helping leaders, focusing on soft skills of leadershipAbout Valerie Delforge:Valerie Delforge, an International Business Strategy Consultant since 2013, leverages her extensive experience in the beauty and wellness industry to guide entrepreneurs, owners, and CEOs towards success. With a remarkable career that includes roles at Clinique, Clarins, Urban Retreat, L’Occitane, Bliss Spa, and as Head of Spa Operation for Steiner Europe, Valerie founded The Delforge Group®. This online training hub offers a mix of one-to-one coaching and online training programs focusing on retail training for teams and managers, management to leadership, and reception. Valerie’s mission is to boost her clients’ profitability and cash flow while helping them achieve their dreams. She shares her vast knowledge and passion for coaching to empower businesses to reach new heights.About The Delforge Group LTD:Founded by Valerie Delforge in 2013, The Delforge Group® LTD specializes in bespoke programs designed to set businesses up for success. With a strong foundation in operational management, the company offers comprehensive support for various business needs, including launching new ventures, restructuring existing ones, or reviewing current performance. The inception of The Delforge Group® stemmed from Valerie's recruitment to support a large-scale project, showcasing her expertise and leading the company to flourish. Focused on achieving clients' goals, The...
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO of Powerhouse Leaders, Stephana Johnson.Stephana opened up about her personal journey, which has marked exposure to high-stress, high-performance environments. She witnessed firsthand the toll such pressure can take on individuals, shaping her belief in the necessity of recovery time and self-care. As leaders, we often push ourselves to the brink. Still, Stephanie's experiences remind us that to sustain the energy and engagement required for impactful leadership, we must prioritize our well-being.Stephana stressed the need for leaders to be acutely aware of potential imbalances within themselves and their teams. Recognizing and addressing these imbalances is crucial to prevent burnout or diminished performance. She highlighted that, as leaders, we are responsible for empowering our teams to maintain optimal engagement and energy levels.Stephana's philosophy and gaining access to more resources, she invites listeners to subscribe to her energy and performance newsletter available on her website, stephaniejohnson.com. This is an opportunity to stay connected with a thought leader who is genuinely invested in the intersection of leadership and self-care.Key Points from the Episode:Importance of self-care for leadersImpact of self-care on leadership and making a positive impactStephana Johnson's journey and insights on high-stress environmentsIntroduction of "Vita Five" principles: sleep, water, movement, nutrition, and stress managementSignificance of each principle in maintaining physical and mental well-beingConcept of balance and the need for leaders to be aware of potential imbalancesEmpowering teams to maintain optimal engagement and energy levelsAbout Stephana Johnson:Stephana Johnson is a comprehensive guide for high-level executives, business owners, and public figures navigating critical moments in their personal and professional lives. With over 25 years of experience, she offers confidential, holistic, and intuitive support to foster significant positive transformations. Stephana focuses on root-cause solutions to ensure sustainable results without resorting to superficial fixes. She differentiates herself by providing an all-encompassing approach that addresses overall well-being and performance, steering clear of the fragmented assistance typical of multiple specialists. Her services are geared towards individuals and teams facing the challenges of early burnout and the pressures of high-stakes environments, advocating for a balance that prioritizes self-care and professional achievements. Stephana is committed to her clients’ goals, guaranteeing outcomes that enhance their leadership capabilities and overall success.About Powerhouse Leaders:Powerhouse Leaders, founded by Stephana Johnson, addresses leaders' distinct challenges by providing a transformative solution designed for lasting excellence. This program empowers leaders to unlock their full potential, fostering personal growth and inspiring their teams. Stephana's proven methodologies promote the development of a culture centered around alignment, engagement, and energy, which translates into high-performing teams and outstanding organizational outcomes. Through Powerhouse Leaders, participants are guided to revitalize their approach to leadership, ensuring they are equipped to navigate the demands of their roles effectively and achieve superior results. The focus is creating a sustainable environment where leaders and their teams can thrive together, setting new benchmarks for success in their
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Facilitator of Bay Area Mastermind, Jeremy Shapiro.Jeremy illuminated the concept of mastermind groups, a term that might be familiar to some but remains a hidden gem to many. These groups are not just about networking but about creating a supportive community of like-minded individuals focused on growth. As Jeremy explained, being part of a mastermind group means accessing valuable insights, advice, and resources that can propel your business forward.Jeremy shared the inner workings of Bay Area Mastermind, which he has meticulously structured to maximize strategic business growth and accountability. The group meets monthly for full-day sessions, where the primary goal is to challenge each member to think bigger and achieve more. This rigorous yet supportive environment has led members to launch new ventures and reach new heights in their existing businesses.One of the most striking points Jeremy made was about the power of cross-pollination of ideas within the group. When entrepreneurs from various industries and backgrounds come together, exchanging ideas can lead to innovative solutions and unexpected opportunities. This collaborative spirit is the heartbeat of Bay Area Mastermind and a testament to the transformative outcomes its members have experienced.Jeremy emphasized that the group is open to members from diverse locations, offering a hybrid approach accommodating in-person and virtual participation. This flexibility ensures that you can be part of this dynamic community no matter where you are.Key Points from the Episodes:Mastermind groups and their benefits for entrepreneurs and business ownersStructure and format of Bay Area MastermindPower of cross-pollination of ideas and transformative outcomes for membersAccessibility and hybrid approach of Bay Area MastermindApplication process and criteria for joining the mastermindValue of being part of a mastermind group for personal and professional growthAbout Jeremy Shapiro:Jeremy B. Shapiro is a seasoned entrepreneur specializing in SaaS, technology, and information marketing. Known for guiding small business owners from solopreneurs to full-fledged business owners, he emphasizes working "on" rather than "in" the business. Since 1998, Shapiro has been instrumental in helping entrepreneurs leverage their core strengths, passion, and expertise to scale their ventures and achieve freedom through masterminded business opportunities to maximize profits. Recognized for masterminding, coaching, and consulting his real estate and business acumen, Shapiro has been featured extensively in the media, including NPR, Fox News, ABC, NBC, and the Boston Globe. Outside his professional endeavors, he eendeavoursveling with travellingy, absorbing diverse cultures, engaging in outdoor activities, and cooking.About Bay Area Mastermind:Bay Area Mastermind empowers business owners seeking to enhance their profitability, streamline their processes, build equity, or reduce their operational involvement. Members gain a competitive advantage through monthly meetings concentrating on individual businesses, fostering idea generation for profitability. The program offers cutting-edge strategies for thriving in challenging economic conditions and provides continuous social support through online group interactions. It facilitates collaboration opportunities among members, paving the way for new business ventures. This supportive environment is geared towards those looking to leverage collective wisdom and innovative approaches to grow their...
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder of Simple Salt, Dylan Evans.Evans shared alarming statistics from the FBI, indicating a 40% year-over-year increase in internet crime. This trend underscores the inadequacy of traditional security measures and the urgent need for businesses to evolve their cybersecurity strategies. The stakes are particularly high for firms managing sensitive client data, where breaches can lead to devastating consequences beyond financial loss.A reliable password manager is an essential component of a cybersecurity toolkit. Evans recommends a premium option for Mac users and suggests Bitwarden as a budget-friendly alternative. The aim is to eliminate the need to memorize complex passwords, thus enhancing security and convenience.Evans advocates for a philosophical shift in security: doing less by delegating and automating, particularly in high-risk areas like finance and IT. Utilizing fintech companies and fractional CFOs can mitigate security and operational risks.Simple Salt, led by Evans, specializes in serving high-trust professional services firms with much at stake. The company offers innovative, data-driven security solutions that transcend conventional high-cost, high-tech approaches. Their services, including compliance readiness and virtual risk officer support, are available on a flexible month-to-month basis, ensuring ongoing value for clients.Key Points from the Episode:Cybersecurity and best practices for business ownersIncreasing internet crime and the need for improved security measuresMisconceptions about the severity of cybersecurity threatsRecommendations for improving security measures, including the use of password managers and two-factor authenticationThe importance of using a YubiKey for better protectionThe impact of automation and fintech companies on reducing security and operational risksSimple Salt's focus on high-trust professional services firms and their services for evaluating alternate security strategiesSimple Salt's engagement model and services offeredAbout Dylan Evans:Dylan Evans is a cybersecurity expert and the founder of Simple Salt, a company focused on combating internet crime and enhancing business security. Evans challenges traditional security approaches, emphasizing proactive crime prevention over mere defensibility. He asserts that compliance checklists must address the real threats businesses face. Simple Salt aims to demystify internet crime by explaining its practical implications on business health and goals. Evans advocates for simpler, more efficient, and stronger security measures to safeguard against cyber threats. Through Simple Salt, he provides businesses with clear insights into the why and how of internet security, making the complex subject more accessible and actionable for clients.About Simple Salt:Simple Salt advises businesses on security risks to prevent potentially catastrophic events such as financial loss, data exposure, or identity theft. Recognizing the severe impact these incidents can have on businesses, Simple Salt offers practical solutions to fortify security measures. The company focuses on implementing low-cost, high-yield process changes across various business operations, including finance, marketing, IT, and HR.Simple Salt encourages businesses providing trusted services to prioritize client protection. By becoming a Simple Salt partner, these service providers can augment their offerings and contribute to reducing client risk. The emphasis is safeguarding clients' brands,...
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Senior Leadership Consultant of 180 Management Group, Anthony A. Dicks, Jr.Anthony's passion for coaching and transforming organizations is palpable, and he brings knowledge to the table. Anthony's work with 180 Management Group focuses on providing operations management consulting services, particularly to nonprofit clients, where he plays a pivotal role in fostering intentional leadership development.Anthony explained the evolution of leadership characteristics and the critical need for intentional development. They delved into the idea that leadership is not a static trait but a set of skills and qualities that can be cultivated over time.Anthony shared his approach to coaching leaders. He stressed the importance of guiding individuals to discover their solutions rather than providing direct answers. This empowers leaders to implement organizational changes effectively. He also highlighted the necessity of having a trusted support system, whether it's a coach, mentor, or peer group, to navigate the inevitable challenges that arise in leadership.Key Points from the Episode:Anthony Dicks' background as a senior leadership consultant with 180 Management GroupDiscussion on intentional leadership development and the role of 180 Management Group in providing consulting servicesMisconceptions about leadership being innate and the need for intentional developmentThe topic of burnout and recognizing signs of fatigue in leadership rolesInsights into Anthony's coaching approach and the importance of a trusted support system for leadersEmphasis on guiding leaders to discover their solutions and implementing organizational changesAbout Anthony A. Dicks, Jr:Anthony A. Dicks, Jr. is a seasoned leader with over two decades of experience dedicated to developing emerging leaders across diverse industries. His commitment to leadership development is evident in his role as the Senior Leadership Consultant for 180 Management Group, where he applies his extensive knowledge and skills to optimize leadership potential.Dicks, Jr. earned a B.S. in Applied Mathematics from North Carolina A&T State University, an MBA from Webster University, and an Executive Certificate in Digital Marketing from Cornell University. His transformative leadership style has garnered praise, with testimonials highlighting his loving and nurturing coaching approach. Douglas Boyce, Chief Software Architect at P.D. Instore, and Cal Thompson, an award-winning St. Louis businessman with over 30 years of experience, attest to Anthony's exceptional coaching value, clarity, and attention to detail.About 180 Management Group:180 Management Group is an operations consulting firm specializing in operational strategy and design, focusing on non-profit organizations. The firm is dedicated to equipping Senior Leaders with essential resources, tools, and support, addressing needs that may be lacking internally. The primary objective is to assist leaders in constructing efficient organizations, enabling them to navigate at the highest level and successfully fulfill their mission and vision. With a clear emphasis on operational excellence, 180 Management Group seeks to empower leaders by providing the necessary expertise to optimize their organizational structures. The firm's mission is succinct yet impactful: to support and guide leaders in building and managing effective organizations poised for success in achieving their overarching mission and vision.Links Mentioned in this Episode:Want to learn more?...
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Digital Marketing Strategist & Fractional CMO of Virtual Marketing Experts, Jennifer Tamborski.About ten years ago, Jennifer established a full-service digital marketing agency. She discovered her passion for helping coaches, consultants, and entrepreneurs who were on the brink of scaling but not yet ready to hire an entire agency. This epiphany shifted her business model, turning Virtual Marketing Expert into a more specialized firm focused on assisting business owners to break through revenue plateaus and generate consistent leads and sales.Jennifer discussed the overwhelming amount of marketing advice bombarding new business owners. From TikTok dances to AI bots, the digital marketing sphere is filled with "hack decks" and promises of quick fixes. Jennifer stressed the importance of foundational work. Crafting a clear message and deeply understanding one's ideal client are key. Jennifer also discussed less favorable marketing tactics, such as cold DMing, which she doesn't recommend. She likens it to proposing marriage upon first meeting someone at a bar—unlikely to lead to long-term success and, frankly, exhausting. Instead, Jennifer advocates for attraction marketing, where potential clients come to you, making the process more welcoming and less intrusive.Regarding AI tools like ChatGPT, Jennifer finds them incredibly useful for generating ideas and initiating copywriting tasks. However, she warns against using AI-generated content verbatim. These tools are meant to assist, not replace, human creativity and strategy. They can enhance work but not create a personalized marketing or sales strategy that will endure.Key Points from the Episode:Interview with Jennifer Tamborski, founder of Virtual Marketing ExpertJennifer's background and pivot from a full-service digital marketing agency to focusing on helping coaches, consultants, and entrepreneursDiscussion on the challenges faced by business owners in marketing and scaling their businessesStrategies for effective marketing and attracting clientsDislike cold messaging as a marketing tacticUse of AI tools like ChatGPT in marketing and copywritingAbout Jennifer Tamborski:Jennifer Tamborski is a seasoned marketing strategist and guide dedicated to helping businesses navigate the complexities of marketing with clarity and purpose. With a mission to transform the often overwhelming marketing world into a clear and tailored path, Jennifer specializes in turning efforts into focused and practical strategies that yield tangible results. Recognizing the challenges of scaling a business in marketing, she prioritizes understanding each client's unique challenges and opportunities. Her approach involves crafting bespoke marketing strategies that resonate with the brand and target audience, eliminating guesswork, and providing personalized solutions. With a commitment to simplifying the marketing process, Jennifer collaborates with clients to develop a roadmap that reaches ideal customers and fosters sustainable growth.About Virtual Marketing Expert:Virtual Marketing Expert is a team that empowers coaches, consultants, and course creators seeking substantial advancements in their businesses. Recognizing the frustration of incremental progress, they cater to individuals eager to make significant strides in their marketing strategies. This dedicated team collaborates with clients at various stages, from conceptualizing ideas still in their minds to executing comprehensive plans. Virtual Marketing Experts...
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Chief Executive Officer of Iroc Marketable Business Solutions, Cori Fonville Foster.Cori's expertise lies in helping her clients maximize their potential by leveraging what they already have. During our conversation, she detailed how her company specializes in providing affordable marketing and sales solutions tailored specifically for coaches and consultants. The key takeaway from Cori's approach is the emphasis on utilizing existing resources and networks. This strategy is cost-effective and ensures that clients are making the most of their current assets.One of Cori's first steps with her clients is conducting a thorough audit of their existing resources. This process involves deep diving into the tools and networks they already have and developing strategies to optimize them. By doing so, clients can avoid the trap of constantly seeking new solutions and instead focus on enhancing what's already working for them.Cori shared compelling examples of how she has guided clients to tap into untapped resources. She recounted stories of clients who had significant, yet underutilized, audiences and networks. By understanding the target audience's preferences and behaviors, Cori helps her clients craft a plan that resonates with their market, increasing engagement and sales.Key Points from the Episode:Introducing Cori Bonneville Foster, CEO of iRoc Marketable Business Solutions.Highlighting Cori's expertise in affordable marketing and sales solutions for coaches and consultants.Focusing on leveraging existing networks and resources for achieving marketing and sales objectives.Showcasing examples of Corey's work with clients and the exploration of untapped opportunities.Detailing Cori's journey from healthcare to entrepreneurship.Prioritizing support for businesses within their first five years.Stressing the value of open and honest discussions with clients to ensure alignment on goals and strategies.About Cori Fonville Foster:Cori Fonville Foster, founder of IROC Marketable Business Solutions, shifted from a medical career due to Uveitis to entrepreneurship. She identified a gap in affordable marketing solutions for small businesses and launched her company, initially offering virtual assistant services. This evolved into a full-service marketing and coaching firm, focusing on strategic planning and practical marketing strategies. Despite personal challenges, her resilience and adaptability have allowed her to support small businesses across the U.S. and internationally. Cori's expertise includes business planning, marketing, and empowerment coaching, making her a valuable resource for entrepreneurs seeking to enhance their business performance. Known for her effective communication and insightful coaching, Cori helps clients achieve their business goals and improve their confidence in the business world.About Iroc Marketable Business Solutions:IROC Marketable Business Solutions is a minority, woman-owned agency that provides budget-conscious marketing solutions to foster business growth. The agency specializes in delivering customized marketing and branding strategies to business owners keen on taking their enterprises to the next level. With a team of seasoned marketing experts, IROC Marketable Business Solutions offers comprehensive support in social media management, website development, email marketing, and business coaching, all tailored to meet its clients' unique needs and aspirations.Tweetable Moments:10:33 - "There is a very...
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Co-Founder and CEO of DEI Pro Finder, Juan Taveras. Juan Tavares is a pioneer who recognized the untapped potential of creating a platform that bridges the gap between companies and DEI professionals. DEI Pro Finder is his brainchild, a specialized service connecting organizations with experts who foster inclusive work environments. Juan's journey to the helm of DEI Pro Finder is a testament to his commitment to making the corporate world more reflective of the society it serves.Juan shed light on the myriad challenges companies face when implementing effective DEI strategies. From unconscious bias to a lack of representation at the decision-making table, the road to inclusivity is fraught with obstacles. However, Juan also highlighted the immense opportunities to overcome these challenges. He shared success stories and the positive impact that a robust DEI framework can have on a company's culture and bottom line.Juan emphasized that it's not just about checking boxes or meeting quotas. It's also about creating a space where diverse voices are heard, valued, and leveraged for the betterment of the organization. He explained how DEI Pro Finder helps companies navigate this complex terrain by providing access to top-tier DEI talent.Juan also talked about the importance of leadership buy-in, the power of listening to employees, and the need for ongoing education and training. His experience has shown that when companies commit to DEI, they unlock innovation, drive employee engagement, and enhance their competitive edge.Key Points from the Episode:CEO of DEI Pro Finder, Juan TavaresDiscussion on diversity, equity, and inclusion in the workplaceStrategies for implementing DEI initiativesImportance of DEI in businessChallenges and opportunities in DEI effortsImpact of DEI on company culture and performancePractical tips for fostering diversity and inclusionAbout Juan Taveras:Juan Taveras is a seasoned Human Resources and Diversity, Equity, and Inclusion (DEI) professional with over 17 years of expertise. His career focuses on developing and promoting inclusive workplace initiatives to enhance psychological safety, organizational alignment, and engagement. Juan is a passionate advocate for diversity advancement, guiding leaders in creating equitable work environments through his nuanced understanding of cultural transformation dynamics. Known for his intuitive and collaborative leadership style, Juan excels in building strong relationships, providing advice, and convening stakeholders to co-create vision and strategy. Beyond his professional role, Juan is a devoted husband and father, residing in Phoenix, AZ. He is also the co-founder and CEO of DEI Pro Finder, a public online directory for DEI consultants. In his leisure time, Juan enjoys family activities, house projects, cooking with a touch of dance, and indulging in romantic comedies with his wife.About DEI Pro Finder:DEI Pro Finder is a vital public directory for Diversity, Equity, and Inclusion (DEI) consultants, aiming to streamline the connection between HR and business leaders and the essential resources required to optimize DEI strategies. Recognizing the complexity of the DEI industry, the platform is on a mission to alleviate the challenges overwhelmed leaders face. By acting as an online hub, DEI Pro Finder facilitates connections with DEI practitioners, offering a centralized source of information and resources. The platform's goal is to empower organizations to maximize the impact and effectiveness
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Cloud Transformation Executive of Western Computer, Ryan Pollyniak.Ryan Pollyniak represents Western Computer, a company that has carved a niche for itself as a Microsoft Dynamics ERP and CRM implementation partner. They specialize in tailoring Microsoft solutions to fit the unique needs of businesses, ensuring that technology serves the company, not the other way around.Ryan emphasized that while Dynamics offers a robust feature set, the real magic happens when it's customized to meet the specific operational requirements of a business. Microsoft has made strides in providing tools that allow this customization without the need for developers, making it more accessible than ever.When asked to explain the role of Western Computer to an eighth-grade class, Ryan broke it down beautifully. He described their work as helping businesses manage inventory, plan for the future, and run more efficiently through accounting, inventory management, and quick decision-making based on insights.Ryan pointed out that the initial hesitation to put data in the cloud has dissipated as companies recognize the advantages of cloud-based cybersecurity. Moreover, integrating AI into ERP systems is a trend reshaping the industry, with use cases for predicting cash flow, optimizing supply chains, and extracting valuable insights from data.Key Points from the Episode:Overview of Western Computer as a Microsoft Dynamics ERP and CRM implementation partnerCustomization of Microsoft Dynamics 365 to match operational requirementsRole of cloud ERP in managing inventory, planning, and gaining insights for decision-makingSignificant trends in cloud ERP over the past five years and the importance of AIExcitement about the potential of AI technologyEngagement and working with clients at Western ComputerDifferentiation of Western Computer from other solutions providersAbout Ryan Pollyniak:Ryan Pollyniak is a Microsoft Dynamics 365 specialist focusing on medium to enterprise-sized businesses. With expertise in ERP and CRM strategy, he actively contributes to the Microsoft Dynamics Channel. Ryan distinguishes himself by approaching ERP and CRM projects as a guide, emphasizing simplicity and effectiveness. His signature topics include strategizing cloud upgrades within the Dynamics framework. Ryan is a prolific content creator on platforms like LinkedIn and Western Computer, covering industry-related issues. Notably, he excels in guiding businesses using legacy systems (Dynamics CRM, SL, NAV, GP, and AX) through successful migrations to the cloud. Ryan Pollyniak stands out as a valuable asset for businesses navigating the complexities of the Dynamics ecosystem.About  Western Computer:Founded in 1987, Western Computer is a nationwide Microsoft Gold Partner dedicated to empowering individuals and businesses for success. Specializing in Microsoft Dynamics 365 and Power Platform solutions, the company boasts a team of over 180 senior-level experts offering advanced functional and industry expertise across North America. As a certified Cloud Solution Provider (CSP), Western Computer facilitates the seamless transition of large and small companies to the cloud with a practical and systematic approach. Western Computer has established itself as a paragon of excellence with over 30 years of experience in ERP, CRM, and business intelligence. The company continually innovates to enhance the value of customers' technology investments, emphasizing a commitment to meeting the unique needs of specialized...
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Founder and CEO of Leadwell, Jon Kidwell.Leadwell specializes in training, coaching, and content tailored to mission-driven organizations. These are the companies that look beyond profit margins and strive to make a positive impact on the world. Jon Kidwell's passion for aligning teams, developing leaders, and building winning cultures is inspiring—it's a call to action for all of us in leadership roles.Jon didn't mince words about the consequences of overlooking leadership development. He pointed out the stark reality we've witnessed in recent years: high turnover rates and widespread employee disengagement.Jon stressed the critical need for clarity in an organization's mission, vision, values, and strategy. It's about ensuring that every leader, at every level, knows the key results and priorities that will drive the organization forward.Jon shared a compelling success story from a not-for-profit that saw remarkable growth and retention after partnering with Leadwell. It's a testament to the power of focused training, group coaching, and executive team alignment. The results speak volumes: increased retention, productivity, and financial growth.Key Points from the Episode:Introduction of Jon Kidwell and Lead WellFocus of Lead Well on leadership development for mission-driven organizationsImportance of investing in leadership development and its impact on organizationsOperational concerns and leadership issues related to delegation and expectationsImportance of aligning organizational priorities, mission, vision, values, and strategyDiscussion on John Kidwell's book, "Redefine Your Servant Leadership"About Jon Kidwell:Jon Kidwell is a leadership coach with a robust background in guiding mission-driven leaders and organizations. As the founder of Leadwell, he emphasizes aligning teams, developing leadership skills, and fostering winning cultures through executive coaching and custom development programs. His experience includes teaching at Concordia University Irvine's Townsend Institute and over two decades of service in various leadership roles. Jon is also a family man, married with three children, and has made Houston his home for fourteen years. His practical approach to leadership development has impacted over 1,500 leaders directly through his coaching and training events.About Leadwell:Leadwell is dedicated to enhancing the efficacy of mission-driven leaders and their organizations. They offer tailored solutions that blend purpose, people, and performance to achieve significant outcomes. Their approach is grounded in research and ethical principles, delivered by skilled facilitators and coaches with hands-on leadership experience. Leadwell aims to impart knowledge and instill enduring, transformative change, ensuring that the impact of their partnership is both significant and lasting.Links Mentioned in this Episode:Want to learn more? Check out  Leadwell website athttps://leadwell.com/Check out Leadwell on LinkedIn athttps://www.linkedin.com/company/theleadwellpage/Check out Leadwell on Facebook at
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder and CEO of Shift Financial Insights, Spencer Sheinin.  Spencer delved into the intricacies of business finances, addressing the complexities that often overwhelm entrepreneurs or leave them feeling embarrassed about their financial records. They discussed how a solid grasp of one's financial status can serve as a springboard for achieving business objectives and significantly impacting their industry. Spencer's method is notably direct and sincere. He's not focused on aggressive selling. He aims to change the world by equipping entrepreneurs with the financial knowledge necessary for prosperity. In their conversation, Spencer recounted an inspiring tale of an entrepreneur who saw their business transform after understanding the top three insights from their financial review. Spencer extended a unique offer exclusively to the podcast's listeners. The first three entrepreneurs to contact him and mention the episode will receive a complimentary one-on-one review of their financial records. This presents an invaluable opportunity to have an expert analyze your finances and discover insights that could be pivotal for your business. Key Points from the Episode: Importance of financial clarity for entrepreneurs Services provided by Shift Financial Insights Unique opportunity for free review of books for first three people Spencer's approach to helping entrepreneurs achieve financial clarity and success Commitment to making a positive impact Emphasis on the potential transformation of businesses through financial understanding Host's encouragement for listeners to engage with the show and community Belief in the positive effects of every person's message About Spencer Sheinin: Spencer is a seasoned entrepreneur and CPA with 25 years of experience. He is the CEO and founder of Shift Financial Insights. Spencer’s mission is to alleviate entrepreneurs' challenges in navigating the complexities of accounting, drawing on his extensive background in diverse industries like manufacturing, construction, and cold storage. Spencer shares his financial expertise as a former instructor for the Chartered Professional Accountants of B.C. and a guest speaker at the University of British Columbia. He authored the #1 bestseller "Entreprenumbers: The Surprisingly Simple Path to Financial Clarity."  A 20-year member of the Entrepreneurs Organization, he held significant roles, including Regional Chair for Canada and Past President in...
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Success Strategist of Smashing Numbers, Becca Heissel. Becca opened the conversation with a powerful statement about the role of bookkeeping in business success. She believes understanding your finances is the cornerstone of creating a time and money freedom strategy. It's not just about recording transactions; it's about interpreting the story those numbers tell about your business. As Becca pointed out, many entrepreneurs lack financial literacy, which can lead to missed opportunities and mismanaged resources. Smashing Numbers aims to bridge this gap by equipping business owners with the knowledge and skills to take control of their financial destiny. Becca emphasized the importance of financial reports. These documents are more than just historical records; they're tools for learning from the past, forecasting the future, and managing the present. By analyzing financial reports, entrepreneurs can make informed decisions that align with their personal and professional aspirations. Becca also shed light on the significance of strategic planning. She explained how understanding the cost of living your desired life is crucial in determining how much your business needs to generate. This approach helps business owners set realistic goals and create a roadmap. Becca acknowledged the shame and fear that often accompany money matters. She stressed the importance of cultivating a positive mindset and creating a vision for financial success. It's like setting a destination in your GPS; you need to know where you're going and be prepared to navigate through detours and roadblocks. Key Points from the Episode: Importance of financial literacy for entrepreneurs Role of bookkeeping in saving money and financial planning Strategic planning for personal and professional financial goals Emotional aspect of managing finances and overcoming shame and fear Approach to paying off debt and wealth accumulation Need for regular conversations about finances Empowerment of women in financial management About Becca Heissel: Becca Heissel is a leader dedicated to propelling women entrepreneurs towards financial success. As a certified trainer of Jack Canfield's Success Principles, she spearheads a mission to inspire and empower the 88% of women-owned businesses aiming to surpass the $100,000 revenue milestone. With a staggering 12 million such businesses, Becca brings expertise and passion to the forefront. Her commitment revolves around transforming lives and guiding small business owners toward financial freedom. By combining her training credentials with a focus on breaking barriers, Becca Heissel plays a pivotal role in fostering growth and resilience among women entrepreneurs, contributing significantly to the thriving landscape of female-owned businesses. About Smashing Numbers: Smashing Numbers, led by Becca Heissel, is dedicated to liberating entrepreneurs from financial stress by making a profitable business enjoyable. The focus is on aligning revenue generation with individual lifestyle goals, ensuring entrepreneurs know the cost needed for their desired life. Heissel emphasizes understanding the purpose behind financial goals, stressing that clarity on the "why" facilitates achieving desired outcomes. The approach goes beyond setting monetary targets to encompass goals in seven life areas for the next 12-18 months. The vision of inspiring, empowering, and transforming personal lives underlines the business ethos. Through a holistic perspective, Smashing Numbers aims to guide entrepreneurs toward financial,...
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Principal Consultant of C-Squared Professional Consulting, Craig Cooke. Craig has been at the helm of a successful digital marketing agency for over two decades, honing his expertise in marketing communications, brand development, and leadership. But what truly sets him apart is his passion for Chinese medical qigong, a practice he's integrating into his consulting work. As he pursues a doctorate in Chinese energy medicine, Craig is on a mission to offer a unique perspective that blends business and holistic well-being. Craig shared how qigong has been a transformative force in his life. Running a company for 26 years is no small feat, and the stress and responsibilities that come with it can be overwhelming. However, through qigong, Craig found the balance and clarity needed to navigate the complexities of business leadership. He even demonstrated a simple yet powerful qigong exercise called "pulling down the heavens," which integrates mind, body, and breath to foster inner harmony. Craig emphasized the importance of personal experience in understanding the true benefits of these practices. It's not just about the theory; it's about feeling the positive impact on one's well-being and performance. Craig's vision extends beyond his current consulting work. Post-exit, he aspires to create and share content that inspires and empowers others to reach their full potential. His book, "Business Kung Fu: Modern Strategy, Ancient Truth," is a testament to this vision. Aimed at entrepreneurs, the book distills lessons and principles from his journey in Chinese kung fu and how they can be applied to the entrepreneurial experience. Key Points from the Episode: Introduction of Craig Cooke and his background Craig's consulting focus areas Craig's passion for Chinese medical qigong and its integration into his consulting work Explanation of the practice of qigong and its benefits Discussion on the value of meditation and qigong Craig's post-exit plans and desire to inspire and empower others Overview of Craig's book "Business Kung Fu" and its relevance to entrepreneurs About Craig Cooke: Craig Cooke is a visionary entrepreneur who pioneered the "digital first" approach, establishing RhythmNet.com with a mere $1,300 and an Apple computer alongside college friends. His strategic insight into internet dynamics predated today's commonplace digital terms. After overcoming numerous challenges, Craig successfully positioned and sold "Rhythm" to a premier digital creative agency in 2019. Serving as CEO for over three years, he completed a remarkable 26-year stint at the company. Craig's leadership at Rhythm® included collaborations with notable brands like American Honda Motors, Beats by Dr. Dre, ZO Skin Health, Irvine Company, The Travel Corporation, Segway, U.S. Bank, FivePoint, Online Trading Academy, Allergan, Abbott Labs, Takeda Pharmaceuticals, and various other B2C and B2B entities. His enduring legacy is marked by navigating Rhythm through evolution, showcasing adaptability and resilience in the ever-evolving digital space. About  C-Squared Professional Consulting: C-Squared Professional Consulting stands as a pinnacle in delivering comprehensive business leadership, brand strategy, and marketing communications solutions, particularly emphasizing digital experiences. The...
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the CPO & Co-Founder of Sembly, Artem Koren. Artem highlighted the significant time-saving benefits of Sembly. The discussion delved into how this tool is a convenience and a necessity for enhancing outcomes, especially in today's fast-paced business environment. The value it brings to individuals, teams, and organizations is immeasurable, cutting across various industries. Artem shed light on the diverse account options available with Sembly. From personal plans for the solo entrepreneur to enterprise-level solutions for large corporations, there's a plan for every need. He shared examples of enterprise clients in the pharma and construction sectors, detailing their customer journey and the remarkable outcomes they've achieved with Sembly. Artem gave a glimpse into the future direction of Sembly, with a clear focus on enhancing the automation of meeting notes, streamlining task management, and providing contextualized insights that elevate meeting outcomes to new heights. Key Points from the Episode: Introduction of Artem Koren Sembly: AI meeting assistant for Google Meet, Microsoft Teams, Zoom Features: Automatic meeting notes, task identification, app integration Unique aspects: Participating in meetings, personalized meeting notes Time-saving benefits for individuals, teams, organizations Account options: Personal plans to enterprise-level solutions Enterprise clients' outcomes in pharma, construction, etc. About Artem Koren: Artem Koren is a dedicated advocate for leveraging artificial intelligence (AI) to enhance human experiences and foster positive transformations. Currently associated with Sembly AI, Artem plays a pivotal role at the forefront of applied natural language understanding. His work is instrumental in establishing a harmonious collaboration between humans and technology. Artem's passion lies in exploring the potential of AI to enrich various aspects of human life, emphasizing a symbiotic relationship between innovative technology and societal well-being. Through his endeavors, Artem Koren strives to contribute to the evolution of AI, steering it towards applications that bring about positive change and benefit humanity. About Sembly: Sembly is a cutting-edge Software as a Service (SaaS) platform designed to enhance the efficiency of meetings for individuals and teams. The platform employs proprietary AI algorithms to transcribe and analyze meetings, converting spoken content into valuable and actionable insights. By leveraging advanced artificial intelligence, Sembly goes beyond traditional meeting tools, offering a transformative approach to gathering and processing information. The platform's transcription capabilities facilitate easy access to meeting content, while its AI-driven analysis provides users with critical insights, enabling more informed decision-making. Sembly stands out as a powerful tool in streamlining communication and collaboration processes, ultimately contributing to increased productivity and effectiveness within professional environments. Links Mentioned in this Episode: Want to learn more? Check out Sembly website at https://www.sembly.ai/ Check out Sembly on LinkedIn at https://www.linkedin.com/company/semblyai/ Check out Sembly on Twitter at
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder of Corporate Value Metrics, Ken Sanginario. Ken Sanginario shed light on how many business owners focus on the wrong metrics. They believe that profitability alone shows a company's worth. Yet, as Ken pointed out, true value is multifaceted. It includes financial performance. It also includes intangible elements. These include brand reputation, customer satisfaction, and intellectual property. Ken emphasized that a good plan is vital. Without it, businesses are like sailors without a map. Strategic planning is not about setting goals. It's about understanding the market. It's about seeing opportunities for growth and spotting risks. This approach is comprehensive. It ensures all aspects of the company are aligned. They are moving toward a common goal. Ken Sanginario created Corporate Value Metrics. It offers a suite of services. They are designed to help businesses reach their full potential. Their approach is systematic and data-driven, focusing on quantifying and enhancing corporate value. They use their own tools and methods. Corporate Value Metrics helps companies understand their current valuation. They also help them plan for big growth. Key Points from the Episode: Corporate value and value growth Strategies for increasing the value of private companies Common misconceptions about value drivers Importance of strategic planning Services offered by Corporate Value Metrics About Ken Sanginario: Ken Sanginario founded Corporate Value Metric. He is a pro with over 30 years of experience. He has led executives and given strategic advice. His company specializes in helping businesses grow. They do this by doubling or tripling their value in three years. This is true no matter their current situation. Ken is an expert at providing full solutions for private middle-market companies. This includes leading business improvement projects. It also includes managing M&A deals, valuing companies, and getting growth capital. Ken is a popular speaker at national and regional conferences. He also speaks at private business owner events. He has written many articles. They cover topics like growing business value, valuing companies, mergers, and turnarounds. His vast knowledge and practical insights make him valuable. He is a key resource in corporate value enhancement. About Corporate Value Metrics: It was founded in 2008. Corporate Value Metrics, LLC specializes in Value Growth services. They use a holistic approach. It includes consulting and education. They also use their groundbreaking software, the Value Opportunity Profile (VOP). This cloud-based platform was called the most comprehensive in the advisory industry. It integrates the expertise of seasoned business valuators. It also includes M&A due diligence teams and turnaround consultants. The VOP helps advisors understand a client's business . This understanding helps them create a detailed plan to maximize long-term enterprise value. The VOP has a proven and repeatable process. It helps CVM and business advisors assess organizations better. They use it to identify and mitigate risks that affect value. This results in enormous increases in enterprise value, of 70% to 100%. This happens over 2 to 5 years, and provides a scalable and efficient solution. It enhances client growth and profitability potential. Links Mentioned in this Episode: Want to learn more? Check out Corporate Value Metrics website at https://www.corporatevalue.net/ Check out...
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the CEO & Host of House of Bricks, Adam House.  Adam has launched five businesses in different sectors. Each had its own set of challenges and rewards. His experiences have taught him that resilience is the cornerstone of lasting success. For Adam, failure is not a defeat but a vital part of the learning curve. He views every setback as a chance to strengthen the foundation for future projects. Learning from failures is a lesson Adam values . He sees these moments not as obstacles but as signposts leading to improved strategies and robust business models. He believes in leveraging these lessons to ensure that subsequent steps are better informed and have a higher chance of success. As a leader, Adam understands the importance of making quick choices. He must avoid distractions that can ruin focus. He recognizes that leadership is dynamic, requiring agility, strategy, and empathy. The capacity to adapt to new trends and foresee challenges distinguishes exceptional leaders. At House of Bricks, Adam can work with clients. He helps them build a strong base for their businesses. He assists them in becoming exit-ready, which involves detailed planning and execution. Adam guides his clients through this journey. He prepares them to scale and grow when it's best. Key Points from the Episode: Adam House's entrepreneurial impact Lessons from starting five businesses Leadership trends and challenges Working with clients for exit-ready businesses Treating life's experiences as building blocks About Adam House: Adam House Sr. is a seasoned entrepreneur, former professional basketball player, and team co-owner, boasting a remarkable 25-year career. As the founder of multiple successful companies, he brings a wealth of real-world business experience. Adam is recognized for his achievements in starting, growing, operating, and selling businesses across various industries. His professional journey is grounded in values like faith, family, and personal interests, significantly influencing his accomplishments. As a business advisor, Adam is committed to assisting others in navigating the intricacies of daily challenges, from operational management to sales strategies and handling unpredictable situations.  Adam's coaching philosophy prioritizes the importance of avoiding shortcuts and focuses on providing blueprints for building a strong business foundation. With a dedication to sharing valuable business principles, Adam is eager to empower others with the knowledge and skills needed to achieve their goals, making him an inspiring figure for aspiring and established entrepreneurs. About House of Bricks:​​ House of Bricks guides businesses through the critical growth phases, drawing on a...
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder of CHS Consulting Group LLC, Cassie Saquing. Cassie highlighted a fractional CO integrator's transformative impact on a business. For those unfamiliar with the term, a fractional CO integrator is a professional who steps into a company part-time to help reset its trajectory, establish robust systems and processes, and manage finances with an eye toward scaling or preparing for a sale. This role is particularly beneficial for small to mid-sized businesses that need executive-level expertise but may require more resources for a full-time position. Cassie explained companies often reach a point where they need to reevaluate their direction and strategy. This is where a fractional CO integrator steps in, bringing a fresh perspective and the necessary skills to streamline operations and position the business for growth. Cassie emphasized the importance of creating a framework that allows the business to operate smoothly and efficiently. She highlighted the critical role of managing money to keep the business afloat and strategically invest in areas that will lead to scaling or make the company attractive to potential buyers. Cassie shared her insights on how AI can be used to improve productivity, from automating mundane tasks to providing data-driven insights that inform strategic decisions. She talked about the potential of AI to free up time for creative and high-level thinking, allowing businesses to focus on innovation and growth. Key Points from the Episode: Importance of decision-making in business Finding the right integrator for a business Utilizing AI tools to improve productivity Scaling or preparing for a potential sale of a business Understanding the next steps for a business About Cassie Saquing: Cassie Saquing is a seasoned entrepreneur who transformed her passion for childcare into a thriving business. In 2005, she founded a daycare/preschool, elevating it into a multi-million dollar enterprise within two years. Expanding her expertise, Cassie delved into business management coaching in 2018, targeting small to medium-sized businesses and online entrepreneurs. Cassie devised the Profit Stack System, a financial management approach for female business owners. This system, emphasizing simplicity and efficiency, aids in boosting cash flow without the burden of complexity or extensive time commitments. Cassie's journey reflects her system's transformative power, as she and her partner navigated financial challenges before implementing the Profit Stack System in 2015. This approach facilitated consistent salaries, quarterly bonuses, and self-funded projects like playground refurbishments. Cassie's accessible teaching style, rooted in an educator's perspective, ensures that her system remains user-friendly, making financial success attainable for everyone willing to follow her straightforward steps. About CHS Consulting Group LLC: CHS Consulting Group, LLC specializes in empowering businesses with strategic financial solutions. The consultancy's expertise in setting up efficient automated money management systems ensures increased profitability. Their services extend to analyzing and streamlining current operating systems, aiming to minimize stress by implementing one-time setups. CHS Consulting Group provides valuable insights into project validation and viability, enabling informed business decisions. With proprietary profit tools, clients gain a continuous understanding of their financial metrics, enhancing the capacity for well-informed choices. The consultancy aims to empower...
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Founder & Speaker of Strategic Storytelling LLC, Cesar Castro. Cesar Castro is a dedicated mentor on a mission to elevate the narrative prowess of business professionals and leaders. During our discussion, Cesar illuminated storytelling's profound influence in effectively conveying messages, ideas, products, and services. He passionately shared how a well-crafted story can resonate deeply with an audience, creating lasting connections and engagement. The crux of Cesar's message lies in the undeniable need for leaders to hone their storytelling skills. It's not just about relaying information; it's about forging a bond with your audience. Cesar underscored the power of storytelling to build relationships and captivate listeners, allowing for a more profound and meaningful exchange. One of the highlights of the conversation was Cesar's introduction of the "COSA" method—a storytelling framework that stands for Context, Obstacle, Solution, and Action. He talked about the importance of setting the scene, presenting challenges, and showcasing vulnerability. Cesar's commitment to empowering leaders is evident in the array of services he provides. From workshops and leadership team training to one-on-one coaching, he's dedicated to refining his clients' communication and storytelling skills. He also offers an online academy, courses, and a podcast for those eager to dive deeper into the art of storytelling. Key Points from the Episode: Importance of storytelling in business Connecting with the audience through storytelling Introduction of the "COSA" method for storytelling Emphasis on vulnerability in storytelling Services offered by Cesar Castro, including workshops, training, and online resources Communication and storytelling as essential skills in everyday life About Cesar Castro: Cesar A. Castro is a seasoned communication expert renowned for his impactful teaching of the four-step Strategic Storytelling method, known as COSA. With a rich background in human behavior, holding degrees in Psychology and Organizational Psychology, he has dedicated over a decade to honing the science and art of communication. Cesar's expertise extends to collaborating with top-tier companies such as PepsiCo, MasterCard, MetLife, Santander, Abbott, and Kia, where he has successfully implemented his COSA methodology. Passionate about the transformative power of storytelling, Cesar has devoted his career to empowering thousands of speakers, entrepreneurs, and business leaders globally. His commitment to understanding human behavior and communication dynamics underscores his mission to amplify the positive impact of compelling narratives worldwide. About Strategic Storytelling LLC: Strategic Storytelling is a transformative communication approach tailored for business leaders and professionals to elevate their communication skills to professional mastery. This specialized service offers educational keynotes, practical workshops, and intensive one-on-one coaching to empower individuals to craft compelling narratives. The core belief driving Strategic Storytelling is that effective leaders are adept communicators and storytellers. By honing these skills, professionals can enhance their ability to convey ideas, inspire teams, and connect with audiences. Strategic Storytelling equips individuals with the tools and techniques necessary to navigate the complex business communication landscape, fostering leadership excellence through compelling storytelling. Tweetable Moments: 03:52 - "We're all storytelling creatures. We connect...
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the EO, Business Growth Strategist & Profit Booster of Infinite Profit, Marcia Riner. Marcia's journey into business consulting is deeply personal. With entrepreneurial parents, she witnessed firsthand the highs and lows of business ownership. Her mother ran a successful mortgage company but failed to sell it for a significant profit due to a lack of exit planning. This experience, combined with Marcia's background as a financial advisor, led her to realize the critical need for business owners to plan for their exit from day one. Marcia emphasizes the day you start your business is when you should start thinking about your exit strategy. It's about more than planning to leave immediately but building a business attractive to potential buyers and investors. Whether it's a family succession, an employee buyout, or a merger, having a clear exit plan can significantly increase the value of your business and ensure you reap the rewards of your hard work. Marcia works with growth-minded business owners who are already in motion. She believes that if you're not growing, you're dying, and her strategies are designed to help businesses scale effectively. She offers one-on-one VIP consulting for tailored strategies and runs mastermind groups for those who prefer a group dynamic. Her approach is hands-on, and she works closely with clients and their teams to implement strategies that lead to tangible results. Key Points from the Episode: Marcia Riner's role as a business growth strategist The importance of planning for the future exit of a business Marsha's background and experience in business consulting and coaching Strategies for increasing revenue, driving growth, and preparing for a future sale Marcia's engagement with clients and the structure of her services Marcia's future plans and goals About Marcia Riner: Marcia Riner is a seasoned business growth strategist, certified financial planner, and expert exit planner, boasting an impressive career spanning over 25 years. Currently serving as the CEO of Infinite Profit Consulting, she has established herself as a trusted advisor in business growth, particularly focusing on future exit potential. In 2017, Marcia founded her consulting and coaching firm, leveraging her extensive experience to assist entrepreneurs in enhancing profitability, driving expansion, and effectively preparing for a future sale with maximum owner-exit benefits. Known for her astute focus on key growth metrics and innovative strategies, Marcia excels in devising tailored solutions for her clients. Her empathetic approach and dedication to their success set her apart, providing entrepreneurs the confidence and knowledge to overcome challenges, unlock new opportunities, and position their companies for sustained growth. Marcia's expertise spans finance, operations, marketing, and sales, making her a valuable asset in today's dynamic business landscape. With a proven track record of driving results, she remains a trusted guide for those seeking to achieve their goals with clarity and confidence. About Infinite Profit: Infinite Profit offers a strategic approach to enhance revenue, profits, and overall company value through its Profit Booster™️ System. This systematic method relies on the vital 20% that generates 80% of revenue, employing a 6-Step Profit Booster™️ Formula. Infinite Profit emphasizes attracting leads and the ideal clients ready to purchase. Subsequently, it focuses on improving lead conversions and retaining existing customers, recognizing the cost-effectiveness of customer...
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the President of Entrepreneurial Advisors, Kristopher Kluver. Kris Kluver has carved a niche in strategic advising, guiding CEOs and entrepreneurs to envision and execute their goals precisely. Kris emphasized the importance of having a clear roadmap and the role of a strategic advisor in helping business leaders navigate the often-tumultuous waters of entrepreneurship. He shared practical examples and tools that have allowed his clients to succeed, highlighting the transformative power of a well-crafted strategy. As a seasoned CEO coach, Kris understands the unique challenges that business leaders face. He shed light on the common pitfalls and how a coach can catalyze personal and professional growth. Kris discussed the value of having an external perspective to challenge your thinking, hold you accountable, and push you beyond your comfort zone. Kris's approach to coaching is not just about business growth but fostering leaders equipped to make impactful decisions. Kris highlighted its significance in every aspect of leadership and personal development. He discussed how self-awareness can lead to better decision-making, improved relationships, and a more satisfying life. Kris shared insights on how to cultivate self-awareness and the impact it can have on your business and personal life. Key Points from the Episode: Interview with Kris Kluver, founder of Entrepreneurial Advisors Work in strategic advising and CEO coaching Discussion of his book "Life on Your Terms: Discovering What's Next" Challenges of work-life balance for business leaders Importance of self-awareness for business leaders About Kristopher Kluver: Kris Kluver is a distinguished facilitator, acclaimed author of "The Aspiring Solopreneur, Your Business Start-Up Bible," and a seasoned entrepreneur with over 30 years of experience. His life's purpose revolves around aiding individuals, leadership teams, and business owners to achieve their dreams. Kluver's commitment to relationship-building is evident through his 100% referral-based business model, emphasizing client success and fostering trust. As the founder of Entrepreneurial Advisors, a strategic advisory firm in the United States and Europe, Kluver guides organizations of all sizes in priority-setting, collaboration, issue resolution, and improved communication. With a holistic approach, he employs simple tools and concepts to help businesses and individuals discover shared visions, master accountability, and form cohesive leadership teams for collective success. Kluver's diverse entrepreneurial background includes ventures in business consulting, real estate, online services, counseling, advertising, and financial services. Harvard Business School-educated in Entrepreneurial Strategy, Kluver is also an Honorary Fellow at York University in the United Kingdom. He and his wife, Reka, also conduct couples retreats focused on strategic planning methodologies to align couples and help them achieve their ideal life. Outside of his professional pursuits, Kluver channels his passionate and adventurous spirit into hobbies such as hiking, adventure travel, ultra-marathons, and global networking. About Entrepreneurial Advisors: Entrepreneurial Advisors (EA) is a dedicated strategy, facilitation, and coaching firm committed to empowering individuals and teams to...
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Comments (3)

District 7 Toastmasters

Jennifer was wonderful and friendly when interviewing District Seven Toastmasters for The Thoughtful Entrepreneur. This was the first time I had been on a podcast, and she made me feel very at ease.It was a great way to be able to talk about what Toastmasters is and our Spring Conference. It was a wonderful experience, especially right after going through the Podcast Guest Mini-Mastery Course.

Jun 2nd
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Josh

Thank you SO much for listening to our show!! 🤓. You are welcome to check out our other UpMyInfluence podcast, Authority Confidential https://bit.ly/2U5xMol and Josh’s other podcast, The SavingsAngel Show https://bit.ly/2tBe4oR

Feb 25th
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Carrie Caulfield Arick

Love this show!

Jun 30th
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