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Building To Scale

Building To Scale

Author: Jeff Chastain | Admentus Inc.

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Building and scaling an entrepreneur business is not as easy as it might seem. You struggle with people, process, and performance issues - trying to get everybody on the same page, pulling in the same direction and working on the right thing at the right time. Yet, it is possible with the right expertise.

Over the years as an entrepreneur, I have built multiple businesses and now coach business leaders who are attempting to grow and scale their business.

I have lost count of the number books, webinars, etc. that I have read and seen on various aspects of building a business. One single resource has always stood out, though, when it comes to real value - the experience of my peers.

The idea behind "Building to Scale" is simply to bring real voices with real experiences together so that we can learn from each other and leverage past experiences - good or bad - to move our businesses forward.
47 Episodes
Why are you in business? We know the mark of a successful business is to make a profit, but beyond that, why are you really in business? Dan Sullivan outlines 4 freedoms of being an entrepreneur and the 4th freedom is a "freedom of purpose". In Dan's word's ... This entrepreneurial company you've created is not just a job or a career; it's actually a vehicle to all sorts of things that relate to your fundamental values and ideals in life. This allows you to have a tremendous sense of purpose for being on this planet.In our last episode, Jeff Arnold has built a successful, growing insurance practice. That practice though serves as his vehicle for missions outreach - his true purpose.   Today on the podcast, Jeff Chastain, Business Transformation Coach with Admentus, continues the conversation about systemizing a business, specifically focus on the 2nd "P" - Purpose. What is the purpose of your business? Why does the purpose of your business matter to your team? For questions or more information, reach out to Jeff at ( He is happy to chat with business owners that are simply trying to take that next leap forward in their business.
For Jeff Arnold, founder of RightSure Insurance Group, stewardship and making the world a better place is top priority. Perhaps it was his upbringing as a son in a long line of preachers (his father, grandfather, great-grandfather); his company is built around the culture of giving back at the city, state, national and global levels. In this episode, Arnold discusses his views on philanthropy, as well as the ways in which RightSure stands out in a crowded insurance market, and how metrics are the key to any successful business. Arnold has been called a thought leader and global ambassador for the insurance industry. He writes and speaks on insurtechs, agency acquisitions, and helps consumers understand how technology is infused into their products. RightSure is known for leading with technology and facilitating a positive, tech-forward workplace. Founded 13 years ago, RightSure earned recognition as a Top Insurance Technology Workplace for 2020 by Insurance Business America (IBA) and also made the Insurance Journal’s list of the 2020 Best Independent Insurance Agencies to Work For. Key Takeaway: Knowing what numbers are important (not just financial numbers, but metrics of all sorts) and then using them as a guide to get where you want to go is key to growing a business. Additionally, having a successful business that you’re passionate about is often seen as an end, but instead can be the means to serve a higher purpose and make the world a better place. Lessons Learned: What gets measured gets done.  Know the difference between Tension and Conflict (one is necessary for the organization to grow and one is destructive). “Light yourself on fire with passion and people will come from miles to watch you burn.” For More Information: RightSure Insurance Group: ( LinkedIn: ( Jeff Arnold: ( LinkedIn: ( Facebook: (
In Jim Collins Book, Good to Great, he states ... "When we began the research project, we expected to find that the first step in taking a company from good to great would be to set a new direction, a new vision and strategy for the company, and then to get people committed and aligned behind that new direction." Instead, he found the complete opposite in that great companies and leaders first focused on getting the right people on the bus and the wrong people off the bus. With all of the business leaders we have worked with over the years, the fires that they currently are dealing with always have a "people" issue involved. Today on the podcast, Jeff Chastain, Business Transformation Coach with Admentus, continues our segment from last week in talking about systemizing a business and specifically focus on the people aspect. Right people, right seats is a great concept, but how do you quantify your team and know who the A players are? For that matter, what is an A player? For questions or more information, reach out to Jeff at ( He is happy to chat with business owners that are simply trying to take that next leap forward in their business.
Entrepreneur Tim Angelillo's passion is to be of service to consumers, clients, partners, and other tenacious entrepreneurs by sharing his story and solutions that can be applied to companies large and small. Angelillo is the founder of Sourced Craft Cocktails, a delivery service that brings the craft cocktail experience to homes and offices. In this lively episode, he describes how he discovered untapped potential in the alcohol distribution industry - a system that hasn’t changed in nearly 90 years. Having navigated unprecedented growth of his business during the pandemic, Angelillo shares the mindset he believes was crucial in the company’s success, his secret to avoiding regrets in business, as well as discussing his philosophy of helping others whenever possible. A self-described “late bloomer” as an entrepreneur, Angelillo has 15+ years of experience running divisions of publicly traded companies like Yahoo! and Time Warner as well as founding and leading three start-up businesses in Austin, TX. His experiences include positions such as Global Business Leader overseeing Yahoo! Sports and the Y! Commerce divisions as well as Executive Director where he oversaw $100 Million of Sports Illustrated licensing, properties, and retail business units. Lessons learned in these roles allow Tim to share detailed insights on how to apply an entrepreneurial drive and marketing, sales, technology, and management skills both inside global companies and the tech start-up world. Key Takeaway: Having a "north star” and employees that share your mission is imperative to success and growth in business. It is human nature to want to succeed, so it is important to set goals before one begins. This avoids the temptation of moving the goalposts closer and allows one to accurately evaluate success in terms of “win or learn” rather than “win or lose”. Lessons Learned: It will not be easy! Know what you are getting yourself into and commit! People are your most important asset, always. Surround yourself with colleagues looking to accomplish the same goal. Don't try to do it on your own. Adapt - With the constantly shifting environment caused by the COVID 19 pandemic, business leaders of both small and large companies are living in a daily pivot. This moment in time took us from the normal "how do you" Google it and ramped it up to an always-on, teach ourselves reality. As my grandmother always said: "If at first you don't succeed, try, try, try again!" Success is not a straight line and the learnings of failure are the most important lessons to get us to the right win. For More Information: Sourced Craft Cocktails: ( LinkedIn: ( LinkedIn: (
If you were to build a McDonald's at the same intersection of "Joe's Craft Burger House", it would be a very safe bet that the McDonald's would be the last one standing. Why? If you look at the statistics, an entrepreneurial business has less than a 10% chance of survival. On the flip side, a franchise business has greater than a 90% success rate. Why are these two business models so radically different - especially in the scenario above where they are serving the same type of customer? In today's episode, we take a brief detour from our great guest interviews and let our host and founder take the microphone for a few minutes to delve into what it means to systematize a business and how doing so is key to the long term success of the business. In this episode, Jeff breaks down the four keys to a solid business system, showing that if you having each of these keys in place the results are more profits - the key itself to growth, scaling, and a solid return for your investments. For more information, reach out to Jeff at ( He is happy to chat with business owners that are simply trying to take that next leap forward in their business.
With more than 50 years of financial leadership experience in a broad range of industries, Charles J. Read has a depth of knowledge to share, especially when it comes to outsourcing. As founder of GetPayroll and an expert in helping others navigate the complicated and ever-changing laws regarding taxes and payroll, Read stresses that when it comes to many aspects of business, one can’t afford NOT to outsource. According to Read, there’s wisdom in knowing your own knowledge gaps as well as your expertise. “The time [outsourcing] frees up to allow you to work on your business is so critically important,” he says. In this episode, Read also discusses the value in keeping laser-focused on your area of expertise, especially when it’s highly specialized. Wanting to add services for clients can be alluring, but it is crucial to keep up with industry changes and continue to do one thing exceptionally well, rather than offering several things at which you can only be average. Charles J Read is a Certified Public Accountant (CPA), U.S Tax Court Practitioner ( USTCP), member of Internal Revenue Service Advisory Council (IRSAC) and the Founder of GetPayroll. Mr. Read’s companies have provided full-service payroll services, payroll tax services, and other payroll-related services since 1991. Read is an accomplished senior executive and entrepreneur and the author of four books, including his latest, The Payroll Book. For a free copy, visit ( and use the coupon code: PODCAST. Key Takeaway: It is imperative to recognize your knowledge gaps and when a task or an aspect of your business should be outsourced. Delegating will not only help you focus on your expertise, but will also free up the crucial time needed to work on your business, rather than in your business. Lessons Learned: Discipline is necessary in all actions or else you will fail Know your numbers. I am CPA so its easy for me but it is vital for anyone looking to scale There no traffic jam on the extra mile. Take pride in your work and go the extra mile For More Information: Get Payroll: ( LinkedIn: ( Twitter: ( Facebook: ( LinkedIn: ( Get your FREE copy of The Payroll Book: ( (Use coupon code: PODCAST)
Entrepreneurs can sometimes strangle their companies when they aren’t willing to get out of their own way and delegate to others. In this episode of the Building to Scale Podcast, Erin Young, founder of Slide UX, talks about learning this valuable lesson. She shares how when she stopped trying to do it all and handed tasks over to capable employees, she was more available to help her employees do their best work, while the clients they serve received better service. Young founded Slide UX in 2012, and since 2016, it’s been named one of the world's top five UX agencies. The company helps product leaders understand what users actually need and identify the right features, content, look and feel, and interaction of the design. Slide UX helps clients move from ideas to documentation so that a development team can build a great experience. Slide UX also establishes UI design systems that scale by continuously refining unique, fast-paced methods that help clients establish great user experiences while cultivating good UX fundamentals, setting them up to succeed beyond the project. Programs at Slide UX integrate business strategy, user research, UI design, and cross-functional collaboration to create great product experiences as they work with leaders to untangle their project's complexities and facilitate helpful conversations. Key Takeaway: The longer a business owner waits to delegate tasks to their capable employees, the more entangled they become and the harder it is to extract themselves. Additionally, customizing solutions to customer’s problems is unnecessary. It is much more efficient to have one process to create the solution to clients’ problems. Plus, it allows for complete clarity for the client when it comes to expected deliverables.  Lessons Learned: 1. Simplify: Everything is a lot easier when distilled down to its core essence. 2. Document: Have processes in place so that consistent results can be delivered.  3. Refine - Have a proven process that can be improved upon rather than trying to customize for each customer. For More Information: Website: LinkedIn: Twitter: Facebook:  LinkedIn:  Twitter:
Paul Daniels has always been a strong problem solver with the innate ability to connect dots that others couldn’t, also known as “peripheral thinking”. It wasn’t until the age of 40 when he was diagnosed with dyslexia, that he discovered his disorder was actually responsible for many of his greatest strengths - ones that studies show will be most needed in the future workforce. While dyslexics innately have the peripheral thinking skills that are prized in business, these skills can also be taught. Daniels writes, “I help my clients learn and deploy super-skills, found innately in only 15% of the population, to find and execute existing solutions in new and creative ways. In my spare, spare time I deliver keynote speeches on ‘Powerful Solutions from the Periphery.’” Daniels is also Chief Revenue Officer at Intelligent Contacts, a company that solves one of the biggest challenges facing the ARM, RCM, and Healthcare industries - growing accounts receivable and a widening gap in effective communications. In this episode, he discusses the company’s core values, and the importance in becoming the values, rather than only striving for them.  Key Takeaway: Peripheral thinking, or the ability to solve problems creatively, is a highly valuable business skill. Though it exists innately in only 15% of the population, this way of thinking can be learned. The problems solved with peripheral thinking are transferable across industries, because all businesses and organizations exist with one common goal: to serve. Lessons Learned: - People don't care how much you know until they know how much you care.  - There are more available solutions than there are challenges.  - If you want to go fast - go alone. If you want to go far - go together. For More Information: - Website: - LinkedIn: - LinkedIn:
Guest Denise Cagan has been managing a remote team for a decade - long before remote work was a necessity. An entrepreneur for the past 25 years, Cagan started her first business in 2001 where she wore many hats: marketing, human resources, office manager, chief financial officer, and scheduler. After 10 years of ownership, she sold that business and started her current endeavor. What began as a sole proprietorship evolved into DCA Virtual Business Support, a company that provides outsourcing solutions.  Cagan has learned many lessons as she transitioned from a sole proprietor to a business owner with employees, perhaps the most important being that proper accounting, bookkeeping, and payroll services are a must.  Key Takeaway: Business owners need to delegate to grow, but don’t always feel comfortable doing so, because they have an aversion to taking time to train, or because they don’t have written standard operating procedures that they can hand off to someone. This creates the perception that it’s just easier to do something themselves than delegate. Instead, business owners need to focus on the time that will be gained long-term as they work to delegate tasks to people who know what needs to be done and have the ability to do it well. Lessons Learned: Use a coach or advisor to help you get laser-focused. If this coach or advisor doesn't focus on financials then you also need someone who can help you forecast and tie that to actionable goals.  Outsource, and start with outsourcing in the areas that could have liability or compliance issues such as a bookkeeper, tax accountant, and payroll company. Creating written procedures is key, and will help in delegating, which in turn leads to long-term savings of time and often results in more efficient ways of accomplishing tasks. For More Information: LinkedIn Profile: Website: LinkedIn: Facebook: Twitter:
Bryan Clayton is CEO and cofounder of GreenPal - an online marketplace that connects homeowners with Local lawn care professionals. GreenPal has been called the “Uber for lawn care” by Entrepreneur magazine and has over 200,000 active users completing thousands of transactions per day. Before starting GreenPal, Bryan founded Peachtree Inc. one of the largest landscaping companies in the state of Tennessee growing it to over $10 million a year in annual revenue before it was acquired by Lusa holdings in 2013. Bryan‘s interest and expertise are related to entrepreneurialism, small business growth, marketing and bootstrapping businesses from zero revenue to profitability and exit. Key Takeaway: Building and sustaining a successful business requires the right balance between patience and ambition. Big-name companies like Uber or HP did not appear on scene overnight. Most were the second or third venture for their founders and took years to build. At the same time, you must have the ambition and the grind to keep moving forward as simply sitting back and being patient will not make things happen either. Lessons Learned: Balance Patience with Ambition – Building a business is rarely (never) an overnight success and requires the right balance of both patience and ambition. Hire the Best (Part-Time) – It is better to hire a professional for five hours a week than to hire somebody that does not know what they are doing for 40 hours a week. Listen to Your Customers – Ask and listen to your customers regularly when it comes to your product or service … or else you will soon have none. For More Information: GreenPal @ ( LinkedIn @ ( Facebook @ ( Twitter @ ( LinkedIn @ ( Twitter @ (
As the founder of MaxedS, a go-to-market advisory and sales acceleration firm, Puneet Sharma is a seasoned professional with decades of experience taking services and products to market. Puneet spent many years working with large corporations to develop and deploy new products and services. While “seeing the light late” as he describes it, he saw a need in the small business realm where entrepreneurs with great ideas struggled to bring them to market successfully. Key Takeaway: “I saw the light late ..." Making the jump from the corporate world to the entrepreneur world is a big leap and not without risk. At the same time, you must validate your ideas early with people outside of your inner circle to ensure that you have a sustainable mission that people are willing to buy into. Lessons Learned: Validate Your Ideas – It can be easy to get sucked into believing your own marketing. Make sure to validate your ideas early with people outside your inner circle. Make Life Easier – When developing new ideas, look for ways to help make somebody else’s life better. Empower Your Team – Promote the ability out of the game to empower your team. Let them make decisions without having to run everything up the chain. For More Information: MaxedS @ ( LinkedIn @ ( Twitter @ ( LinkedIn @ (
David Norman is the CEO and Founder of Arryved, Inc. Founded in 2015, Arryved is a point-of-sale technology that focuses on the needs of beer patrons as well as the people who serve them, providing a best-in-class experience for the craft brewing industry and beyond. David is a self-described engineer who gets to play CEO. In this interview, David really dives into the power of culture, hiring the right people, and building a common, shared direction. “When I can hear people almost talking in my voice, without my saying anything, pitching the same exact vision, I have done my job because everybody is effectively moving in the same direction.” Key Takeaway: “When you are dealing with the service industry, you better have really good customer service.” By focusing on the power of culture and on your team, you build an entire team that buys into your mission and vision – thus being an extension of your message in front of your customers. Lessons Learned: Be Flexible - what we think we plan to start our days/weeks/months with is not ever where we finish up. Take Risks - as much as we all hate to fail, many of us are easily employable elsewhere. Do know when to swing for the fences and when to bunt. Know Who You Are - you only scale if you are humble enough to know your limitations and bring people along who can shine. For More Information: Arryved @ ( LinkedIn @ ( Facebook @ ( LinkedIn @ (
Brett Trembly is the founder of the Inc 5000 Business and Litigation law firm Trembly Law in Miami Florida. Seeing a need in his own business, he partnered with a fellow lawyer to create Get Staffed Up, a virtual assistant staffing company. As Brett describes it, the point at which he started treating his law firm like a real restaurant instead of a hot dog stand on the corner was the point at which growth took off and he was finally able to truly enjoy a vacation with the family. Key Takeaway: Key Takeaway: "Too many lawyers treat their law firm like a hot dog stand on the corner rather than a real restaurant." This is scary, but the only way to actually grow a business is to get things off of your plate and to focus on the areas that truly generate revenue. You must run your business like a business rather than doing everything yourself. Check It Out: Visit ( and mention our host Jeff Chastain and the Building to Scale podcast to get a discount on your onboarding costs for a new virtual assistant! Lessons Learned: Delegate Sooner Rather than Later – If you do not have an assistant, you are an assistant. I wish I hired my first assistant sooner. Effective Delegation is Key – Delegation is KEY. It is a skill that every leader requires. It is important to know how to do it effectively and efficiently. Build the Right Team – You must have the right people in the right seats and have a great culture within the company. For More Information: Get Staffed Up @ ( Trembly Law Firm @ ( LinkedIn @ ( LinkedIn @ (
Uyi Abraham is the founder and CEO of Vonza, a complete, all-in-one solution that helps coaches and business leaders sell online and run their entire business in one place. Uyi was born in Nigeria and came to America for medical school with only $100 and a suitcase of clothes. Despite his humble beginnings, he has attained entrepreneurial success, and is devoted to helping others become successful entrepreneurs. By focusing on simplicity and always keeping an eye on the long game, Uyi has been able to persevere through the challenges of growing an entrepreneurial software as a service platform. Facing issues with overseas development teams to learning how to market, Uyi has taken on the challenges of business one step at a time.  Key Takeaway: Focus on simplicity – simplicity is the founding principle of Vonza with the goal of simplifying technology for entrepreneurs. Complexity creeps up on business owners – one tool, one technology at a time and before long you are wasting all kinds of resources trying to hold it all together. Lessons Learned: Product Market Fit – Do your homework, talk to your customers, and get feedback early in the product development process to ensure you have market fit and bring value. Persistence – Success in business is a long game and persistence is key. There will be bumps in the road along the way but keep the long game in mind and keep going. Talking to Your Customers – Always keep your customers in mind and continue to engage with them to ensure you stay on the right track. For More Information: Vonza @ ( LinkedIn @ ( Uyi Abraham @ ( LinkedIn @ ( Facebook @ ( Twitter @ (
James Creech is an entrepreneur focused on digital media and technology. His passion is putting together great teams, scaling growth, and building lasting businesses. As the Co-Founder & CEO of Paladin Software, he leads a team focused on being the essential influencer marketing platform for agencies and media companies. Most recently, James and his team have launched Measure Studio – a new social analytics tool for creators and publishers that aims to ease the burden of tracking and optimizing marketing campaigns. As James states, the adage is "we know 50% of our marketing is working, we are just not sure which 50%". With Measure Studio, they aim to make real analytics and data available in one place so you can easily focus on what matters the most. Key Takeaway: When investing in your business - in marketing, in product development, etc. - knowing your numbers and making decisions based upon numbers is critical. In James's words, the adage is "we know 50% of our marketing is working, we are just not sure which 50%". Without real analytics and numbers, you will never know and waste resources you cannot afford to. Lessons Learned: Go Deep Before You Go Wide - Focus your early efforts on being the best at one thing before expanding to serve additional use cases. Sales is the Lifeblood of a Business - Beyond driving revenue, sales is the first touchpoint with your customer, the best source of product feedback, and a source of market intelligence about future customer segments. Find a Coach - Surround yourself with mentors and advisors who can help you learn quickly and ask the tough questions to challenge your thinking. For More Information: Paladin Software @ ( Measure Studio @ ( LinkedIn @ ( Facebook @ ( Twitter @ ( LinkedIn @ (
Over the years, Brad Weber has gone from one-man shop, developing custom software applications, to the founder and CEO of InspiringApps, a rapidly growing mobile app design and development company based out of Boulder, Colorado. Now with offices in multiple states and a growing remote team, Brad has experienced many of the growing pains that come with scaling a business rapidly. Today, Brad and the team at InspiringApps remain passionate about their mission to create digital products that delight users and help businesses thrive. With a focus on the long-term strategy, consistent processes, and a stronger foundation, they are poised for great things. Key Takeaway: Build a strong foundation – As Brad states, while we have been successful with a 14-year history and more than 20 employees, we would have been better served by introducing strategy, process, and a stronger foundation earlier in the game. Lessons Learned: Build a Foundation – Having structure – systems, processes, etc. in your business can make a huge difference in the long term of a business from both an efficiency perspective as well as a value perspective. Contractors vs. Employees – Regardless of whether you are dealing with contractors or employees, ensure there is a cultural fit and buy-in to ensure that everybody is committed and pulling in the same direction. Continual Learning – As an entrepreneur and an executive, learning never stops. For More Information: InspiringApps @ ( LinkedIn @ ( Facebook @ ( LinkedIn @ ( Twitter @ (
After an accomplished career with the US Army as a Green Beret, Adam Clark worked through a path from defense contracting to the medical industry where he became the CEO of Tangible Solutions, a contract manufacturer of 3D printed titanium orthopedic implants. Like most entrepreneurs, Adam learned on the job when it came to the transition from entrepreneur to business executive in areas like leading a team, building a company culture, and the tools and challenges that are involved with growing and scaling a successful business venture. Key Takeaway: When it comes to being an entrepreneur, the transformation and the growth of the business occurs both within the business itself and also within yourself. Your team will be looking to you as a leader, not just "one of the guys" and that can cover a huge array from your ability to lead and organize, to your personal health and your family. Lessons Learned: Culture is everything. You can have the best plan, but that is all it is. Understanding your own values and seeing those values given the same weight by other people is important when building a team. Be adaptable. When it comes to execution, the team must be adaptable and take on obstacles together. The frontier of business is ever-changing and not being flexible to that changing landscape can spell the end of the business. Seek outside counsel. As an entrepreneur, you can have grand new ideas every day. Without a sounding board that is going to check your ideas and ask you to back them up, you run the risk of “shiny object” syndrome, wasting resources and losing momentum. For More Information: Tangible Solutions @ ( LinkedIn @ ( Facebook @ ( Twitter @ ( LinkedIn @ (
Andy Hilliard is a serial entrepreneur with A both global and technology focus; he is the CEO of Accelerance, a consulting firm that helps technology leaders create and execute effective strategies for global software outsourcing. Andy has been responsible for driving the company forward through new ideas, a strong culture, and engagement with the market. Working on a global stage, there are all kinds of shifting tides and impacts to business. In this episode, Andy talks about the company getting overextended during the 2008 financial crisis and the changes they have made since to ensure that it does not happen again. Key Takeaway: The world of business is in a constant state of change. While you cannot change direction with every shift of the wind, you must have the metrics and indicators in place to be able to see in advance where you are overextended and need to pivot. Lessons Learned: Build a strong culture by hiring people who are aligned with core company values and weave these values into KPIs (Rocks), quarterly reviews, salaries and bonuses, job descriptions etc. Culture alignment is more important than sheer talent. You can teach skills, but culture alignment is hard-coded in people. GWC - get it, want it, capacity to do it ... make sure everyone is in the right seat and if not, make changes swiftly. For More Information: Accelerance @ ( LinkedIn @ ( Twitter @ ( LinkedIn @ ( Facebook @ (
Ofer Yourvexel is the co-founder and CEO of Pepperi, the mobile commerce platform for brands and wholesalers. Prior to founding Pepperi, Mr. Yourvexel spent over 20 years in executive leadership positions with enterprise technology companies including Amdocs, Jacada, Enigma, and Tefen. As Ofer describes it, the move from big corporate executive to growing an entrepreneurial business leader compares to his history in the navy. Big corporations are like a destroyer – lots of strength, resources, etc., but a lot slower to turn and move. On the flip side, his current entrepreneurial venture is more like the patrol boat – nimble, agile, and easy to pivot. Key Takeaway: Every new stage of business requires changes. As your business grows, make sure you are focusing on the one thing your business does well and not constantly chasing new markets and new customers. Serve your current customers well - bring new value and dig deep into your market before expanding into new markets. Lessons Learned: Focus Deep over Wide – When working with your market, focus on bringing new value and developing your existing market rather than going wide and expanding into new ones. Make Decisions Quickly – The longer you delay in deciding, the more challenges and problems you're likely introducing or opportunities you are missing. For More Information: Pepperi @ ( LinkedIn @ ( LinkedIn @ (
As an entrepreneur in technology, consulting, and business for over 20 years, Uni Rosales Yost has led and managed multiple businesses that focus on creating new products and services in multiple industries including insurance, finance, healthcare, real estate, banking, mortgages, and more. Today, Uni is founder and CEO of GoAskJay, a leading innovative Insurance (Insurtech) and Financial (Fintech) AI matching platform in a $4 trillion insurance industry that delivers insurance and financial products to consumers and small businesses. Key Takeaway: Expert advisors, mentors, and coaches should play a key role early on in your business. They can often spot and warn of pitfalls that are coming instead of being 6-months down that road before you figure out you made a mistake. Your time is limited and valuable - you must make the best use of your resources. Lessons Learned: Always Start with a Plan – Figure out who to target, what solution you are offering, and be realistic about whether there is a real market need. Move forward only when you have good answers to those questions. Once you start a business, it is hard to stop. Make Sure the Funding is in Place – Do you have the money to continue to scale before you will see ROI? Do not partner lightly -- they say it is 10x harder to get out of a business partnership than it is to get a divorce.  For More Information: GoAskJay @ ( LinkedIn @ ( Facebook @ ( LinkedIn @ ( Twitter @ (
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