The Thoughtful Entrepreneur

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 Well Focus of Lead Well on leadership development for mission-driven organizations Importance of investing in leadership development and its impact on organizations Operational concerns and leadership issues related to delegation and expectations Importance of aligning organizational priorities, mission, vision, values, and strategy Discussion 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 at https://leadwell.com/ Check out Leadwell on LinkedIn at https://www.linkedin.com/company/theleadwellpage/ Check out Leadwell on Facebook at https://www.facebook.com/theleadwellpage Check out Jon Kidwell on LinkedIn at https://www.linkedin.com/in/jonkidwell/ Check out Jon Kidwell on Instagram at https://www.instagram.com/jon.kidwell/ More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

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 Vancouver. Beyond business, Spencer's passion for endurance sports is evident in his completion of marathons, ultra-marathons, cycling events, Ironman, and marathon swims. About Shift Financial Insights: Shift Financial Insights is a dynamic team of professional Accountants committed to handling the essential yet often overlooked financial aspects of business operations. Founded by Spencer Sheinin, an Accountant, CA, advisor, and serial entrepreneur, the company emerged from Spencer's realization that many entrepreneurs need help to articulate their accounting needs, hindering strategic financial planning. Spencer sought to bridge this gap, ensuring entrepreneurs and accountants communicate effectively and providing emerging businesses access to high-level accounting insights without exorbitant fees. The team at Shift is immersed in balance sheets, payroll systems, and business processes, marrying their technical expertise with the ability to communicate effectively.  The mission is to empower small businesses with the transformative financial insights typically associated with larger enterprises, leveling the playing field and fostering growth without compromising affordability. Shift Financial Insights takes pride in translating complex numbers into meaningful discussions and contributing to the success of small businesses. Links Mentioned in this Episode: Want to learn more? Check out  Shift Financial Insights website at https://shiftfinancial.co/ Check out Shift Financial Insights on LinkedIn at https://www.linkedin.com/company/shiftfinancial.co/ Check out Shift Financial Insights on Instagram at https://www.instagram.com/shiftfinancialinsights/ Check out Spencer Sheinin on LinkedIn at https://www.linkedin.com/in/spencersheinin/ Check out Spencer Sheinin on Facebook at https://www.facebook.com/spencerrsheinin More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

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, spiritual, and emotional fulfillment, fostering a comprehensive and sustainable approach to success. Tweetable Moments: 07:39 - "You need to have a coffee date with your finances once a week." 12:07 - "Detours and roadblocks could come up, but you're going to hold that vision of what you want and create the strategic plans to get there." Links Mentioned in this Episode: Want to learn more? Check out  Smashing Numbers website at https://www.smashingnumbers.com/ Check out Smashing Numbers on Facebook at https://www.facebook.com/SmashingNumbers Check out Becca Heissel on LinkedIn at https://www.linkedin.com/in/beccaheissel/ Check out Becca Heissel on Instagram at https://www.instagram.com/beckyheissel/ More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

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 consultancy seamlessly integrates expert knowledge with dynamic practices, ensuring clients achieve peak performance while maintaining harmony in both professional and personal spheres. Specializing in fostering optimal collaboration, C-Squared imparts strategic insights and infuses energy into its methodologies. By combining precision in business strategies with a keen understanding of the digital landscape, C-Squared empowers clients to navigate the complexities of modern business environments. The consultancy's commitment to synchronizing professional and personal success underscores its role as a valuable partner for organizations seeking elevated leadership and strategic positioning in today's dynamic market. Links Mentioned in this Episode: Want to learn more? Check out  C-Squared Professional Consulting website at https://csquaredpro.io/ Check out Craig Cooke on LinkedIn at https://www.linkedin.com/in/craigcooke/ Check out Craig Cooke on Instagram at https://www.instagram.com/craigcooke/ Check out Craig Cooke on Twitter at https://twitter.com/craigcooke Check out Craig Cooke on Facebook at https://www.facebook.com/chilefarmer/ More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

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 https://twitter.com/sembly_ai Check out Sembly on Instagram at https://www.instagram.com/semblyai/ Check out Sembly on Facebook at https://www.facebook.com/SemblyAI/ Check out Artem Koren on LinkedIn at https://www.linkedin.com/in/akoren/ Check out Artem Koren onTwitter at https://twitter.com/clearlykoren More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

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 LCorporate Value Metrics on LinkedIn at https://www.linkedin.com/company/corporate-value-metrics-llc/ Check out Corporate Value Metrics on Facebook at https://web.facebook.com/CorporateValueMetrics Check out Ken Sanginario on LinkedIn at https://www.linkedin.com/in/ksanginario/ More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

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 successful history of launching, scaling, and exiting companies. Recognizing the binary nature of business development—either growing or declining—the firm offers expertise in establishing solid foundations to accelerate growth, gain a competitive edge, optimize resource utilization, and enhance enterprise value. House of Bricks involves providing clients with comprehensive blueprints for building robust foundations and expediting business growth. Founder's personal experiences of starting businesses from scratch underscore the company's mission. Balancing roles as a husband, father, and entrepreneur, the founder strongly emphasizes faith, family, and fitness.  House of Bricks operates with a purpose: to unlock clients' full potential and facilitate their individual successes by ensuring a solid foundation, reflecting a commitment to making success achievable for those they collaborate with. Tweetable Moments: 01:22 - "I've built my career through failing over and over again and never giving up, and now I want to inspire and empower other entrepreneurs to do the same." 03:12 - "Every time I ask myself these four words: 'What did I learn?' If you learn from everything, then failure doesn't exist." 14:25 - "Your best feedback is going to come from your customers. If you can get an MVP to market and get a couple of beta customers, that's key." Links Mentioned in this Episode: Want to learn more? Check out House of Bricks website at https://www.adamhousesr.com/ Check out House of Bricks on LinkedIn at https://www.linkedin.com/company/adam-house-sr-executive-coaching-expert/ Check out Adam House on LinkedIn at https://www.linkedin.com/in/adamhousesr/ Check out Adam House on Facebook at https://www.facebook.com/profile.php?id=100088859781549 Check out Adam House on Instagram at https://www.instagram.com/housestronglife/ Check out Adam House on Twitter at https://twitter.com/velocitudeceo More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

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 entrepreneurs to take control of their businesses, shifting from being controlled by operations to actively running their enterprises. CHS Consulting Group, LLC stands out for its commitment to simplifying financial processes, fostering profitability, and facilitating sustainable business growth. Tweetable Moments: 05:23', "If you're the CEO, the founder, the owner of your business, you hit decision load very quickly when you're the one who's the bottleneck." 08:16 - "Visionaries aren't always capable of understanding the context or what it really takes to get things done.” 09:10 - “My role as CO integrator is to allow that space for the visionary to keep staying in that genius zone.” Links Mentioned in this Episode: Want to learn more? Check out CHS Consulting Group LLC website at https://www.cassiesaquing.com/ Check out CHS Consulting Group LLC on LinkedIn at https://www.linkedin.com/company/chs-consulting-group-llc/ Check out Cassie Saquing on LinkedIn at https://www.linkedin.com/in/cassiesaquing/ Check out Cassie Saquing on Facebook at https://www.facebook.com/profitpassionacademy More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. 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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 and engage through our communication, through stories." 07:54 - "Human beings make decisions based on what they feel, not only based on what you're communicating to them rationally." 21:25 - "My mission, the thing that I love the most, is just to get people to become better storytellers because I think that the world is a better place when we have better storytellers." Links Mentioned in this Episode: Want to learn more? Check out Strategic Storytelling LLC website at https://www.cesarcastrov.com/ Check out Strategic Storytelling LLC on LinkedIn at https://www.linkedin.com/company/strategic-storytelling-llc/ Check out Cesar Castro on LinkedIn at https://www.linkedin.com/in/cesarcastrov/ Check out Cesar Castro on Instagram at https://www.instagram.com/cesarcastro.v/ More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

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 retention. The formula also delves into maximizing the average dollar per sale, increasing transaction frequency, and ultimately ensuring more profits. The approach incorporates a proven system of over 50 profit-boosting strategies applicable to any business, ensuring rapid and substantial growth in revenue and profits. Tweetable Moments: 07:00 0 "The day you open your business is the day you should think about how you're going to get out of it.” 18:24 - "That's a legacy, right? It's something we left a footprint on that changes lives and warms my heart to know that my footprint, carbon or not, is going to live forever because I created an entity that can continue without me." Links Mentioned in this Episode: Want to learn more? Check out Infinite Profit website at https://www.infiniteprofitconsulting.com/ Check out Infinite Profit on LinkedIn at https://www.linkedin.com/company/infinite-profit-consulting/ Check out Marcia Riner on LinkedIn at https://www.linkedin.com/in/marciariner/ Check out Marcia Riner on Instagram at https://www.instagram.com/marciariner Check out Marcia Riner on Facebook at https://www.facebook.com/marciariner Check out Marcia Riner’s books at https://www.infiniteprofitconsulting.com/books More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.