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Episode Summary

In this episode of the Breakfast Leadership Show, host Michael D. Levitt sits down with Brent Stewart, owner of Stewart Law Offices, a personal injury firm serving North and South Carolina that has been in practice for thirty one years. Brent shares what drew him to personal injury law, how his firm handles tractor trailer and trucking accident cases, and why the emotional weight of closing a case can rival the weight of the accident itself. The conversation covers driver negligence, the imbalance of resources between families and trucking companies, and the counseling role attorneys play long after the legal work is finished.

Guest Bio

Brent Stewart is the owner of Stewart Law Offices, a personal injury firm based in North and South Carolina with more than three decades of experience representing families affected by tractor trailer and trucking accidents. His practice focuses on holding negligent drivers and trucking companies accountable while guiding clients through the legal and emotional realities of a serious injury or wrongful death claim.

What You Will Learn

Why Brent chose personal injury law and the mentor who shaped his approach to the work
How trucking companies respond immediately after a serious accident and why that matters for families
What a spoliation letter is and why it is one of the first steps in a trucking case
Why trucking cases often take years to resolve and what that means for the families involved
Why the emotional toll of closing a case can be as significant as the accident that started it
Why law firms and mental health resources should work more closely together after a settlement
Why a free consultation with a personal injury attorney is worth the call, even if you never hire them

Episode Highlights

The Path Into Personal Injury Law
Brent describes growing up aware of how quickly a family's financial stability could shift and how a summer clerking for attorney Jim Bordas in Wheeling, West Virginia showed him the impact a lawyer can have on a family in crisis.

The Realities of Trucking Litigation
Michael and Brent discuss the rise in serious trucking accidents, the importance of driver training and licensing, and the aggravating circumstances that can arise when trucking companies fail to preserve evidence after a wreck.

Resources and the David and Goliath Dynamic
Brent explains why trucking companies move quickly to protect their bottom line after an accident and why families need an attorney with the experience and resources to match that response.

Closure and the Emotional Weight of Settlement
One of the most candid moments of the episode covers what happens after a case settles. Brent shares that the emotions clients feel at closure can be nearly as intense as the day the accident happened, because the case itself has often become a source of stability during a difficult chapter of their lives.

Words of Wisdom
Brent closes with a reminder that a consultation with a personal injury attorney costs nothing and that anyone affected by a serious accident owes it to their family to make the call and get informed before deciding what to do next.

Connect With Brent Stewart: https://www.stewartlawoffices.net/

or call 866-STEWART

Firm: Stewart Law Offices, serving North and South Carolina
Search Stewart Law Offices to find the firm's website and contact information directly.

Next Step for Listeners

If you are a business leader ready to strengthen how your organization operates, visit https://www.breakfastleadership.com/

to schedule your Leadership Diagnostic and see how the Leadership OS can support your team.

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Steve McKinney spent the first thirteen years of his career in the athletic footwear industry, where he oversaw a five thousand person Reebok factory producing 1.2 million pairs of shoes a month and later led global product development for Adidas. In 2001 he founded McKinney Consulting in Seoul, South Korea, an executive search and leadership consulting firm. Steve is a master coach and an early graduate of proactive agility as a leadership philosophy, shaped by decades of building teams across cultures.

Bryan McKinney grew up between the United States and South Korea, attending international schools in Busan and Seoul before working in California with one of the first live streaming technology companies in the world. He returned to join his father at McKinney Consulting, where he has spent the past nine years building out the firm's technology, coaching, and executive search practice. Bryan is a master coach and is positioned to lead the firm's next generation of growth. McKinney Consulting is a partner firm within Kestria, a global executive search organization.

What You Will Learn
How proactive agility differs from reactive leadership and why anticipating change beats waiting for it. Why cross-cultural competence matters for every leader, not just expatriates, especially in a world of remote teams working across time zones. How Steve and Bryan built McKinney Consulting into a trusted executive search and coaching practice inside a global partner network. Why frontline expertise often outweighs formal title when making high-stakes business decisions. What the most successful executives and coaching clients tend to have in common. How the workforce transitions driven by retiring generations are reshaping recruiting across industries.

Episode Highlights

Steve and Bryan McKinney share their career paths, from athletic footwear manufacturing and global product development to founding and growing McKinney Consulting.

A discussion of the generational talent gap facing industries such as farming and manufacturing as experienced workers retire.

Steve reflects on witnessing South Korea's transition from dictatorship to democracy and how McKinney Consulting operates as both a local and global executive search partner through the Kestria network.

Steve explains proactive agility, a leadership philosophy shaped by his path from a career in music to athletic footwear leadership to executive search, and why anticipating change matters more than reacting to it.

The story behind their book project on cross-cultural leadership, which grew out of research the two originally intended for a coaching program called Success Factors.

Steve tells the story of consulting a factory line worker in a multi-million dollar production decision, illustrating how expertise and respect should outweigh title and hierarchy.

Bryan and Michael discuss how bringing frontline experts into high-stakes decisions applies well beyond manufacturing, including in healthcare policy design.

Bryan's advice for leading across cultures: seek out local experts, stay humble, and keep asking questions.

Closing thoughts on why understanding cultural differences builds stronger organizations and a richer world.

Guest Contact Information
Website: https://McKinneyConsulting.com

Next Steps
If this conversation resonated with you, visit https://www.breakfastleadership.com/leadershipos to schedule your Leadership Diagnostic and find out where your organization's leadership operating system needs the most attention.

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Episode OverviewIn this episode, Michael D. Levitt speaks with Melissa Robinson-Winemiller about the role of empathy in modern leadership and why it is no longer optional.

Drawing from Melissa’s research and Michael’s real-world leadership experience, this conversation reframes empathy from a soft skill into a measurable leadership strategy that directly impacts retention, performance, and organizational outcomes.

The Empathy Gap in LeadershipA consistent issue across organizations:

• Leaders feel pressure from above and disconnect below
• Middle managers report feeling unheard and unsupported
• Communication breakdowns create disengagement

Melissa’s research highlights this gap as a root cause of:

• Leadership burnout
• Workplace dissatisfaction
• Breakdown in team cohesion

The pandemic accelerated this shift, forcing employees to reassess what they will tolerate in leadership and culture.

Empathy Is a Strategic Tool, Not a Soft SkillEmpathy is often misunderstood.

It is not about emotional reaction.
It is about perspective-taking and informed decision-making.

Melissa defines this as a structured leadership capability, not a personality trait.

Research shows the impact clearly:

• Productivity increases by 87%
• Innovation increases by 86%
• Profitability increases by 84%

Empathy, when applied intentionally, becomes a competitive advantage.

Case Study: Listening as a High-ROI Leadership MoveMichael shares a practical example of transforming a toxic workplace.

Approach:* Conducted one-on-one conversations with team members * Asked for their perspective * Asked what they would change if they were leading

Outcome:* Turnover reduced from 90% to 6% annually

No financial incentives were introduced.

The shift came from:

• Being heard
• Being included
• Being respected

Listening is not passive. It is a leadership system.

Why Listening WorksListening creates:

• Trust
• Psychological safety
• Better decision-making

It also reduces:

• Misalignment
• Rework
• Internal friction

The investment is time.
The return is stability and performance.

The Real Cost of AttritionTurnover is not just an HR issue. It is a financial and operational risk.

Key reality:

• Replacing an employee costs 90% to 200% of their annual salary

Additional hidden costs:

• Loss of institutional knowledge
• Disruption to team performance
• Increased workload for remaining staff

Retention is not a cultural initiative.
It is a business decision.

The Failure of Command-and-Control LeadershipTraditional leadership models are breaking down.

Old approach:

• Authority-driven
• Compliance-based
• Top-down decision making

Modern workforce response:

• Disengagement
• Exit
• Loss of trust

As Melissa highlights, today’s workforce no longer tolerates environments where their voice is ignored.

Leadership Evolution: From Control to ConnectionEffective leaders today:

• Seek input before making decisions
• Create space for dialogue
• Build systems that incorporate team feedback

This is not about consensus.
It is about informed leadership.

Key Takeaways* Empathy drives measurable business outcomes * Listening is one of the highest ROI leadership actions * Turnover is more expensive than most leaders realize * Command-and-control leadership is no longer viable * Perspective-taking improves decision quality and team performance

Action Steps1. Schedule one-on-one conversations

* Ask: “What would you change if you were in my role?”

1. Audit your leadership communication

   • Are you informing or engaging?

   • Identify friction points

   • Where are employees not being heard?

   • Track turnover costs

   • Quantify the financial impact

   • Implement feedback loops

   • Make listening part of your operating system

ClosingIf your team does not feel heard, your leadership system is broken.

Empathy is not optional.
It is a strategic requirement for performance and retention.

https://eqviaempathy.com/

https://www.linkedin.com/in/dr-melissa-a-robinson-winemiller-author-speaker-trainer

Book your Leadership Operating System review:
https://BreakfastLeadership.com/LeadershipOS

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The "Deep Dive" into global expansion and AI adoption, featuring insights from Dr. Shan Nair on the Breakfast Leadership Show, centers on the idea that operational infrastructure, rather than strategy, is the true bedrock of successful scaling,,.

The Core Thesis: "Automating Failure Faster"The primary risk for modern organizations is not the failure to adopt technology, but the decision to automate broken processes,. Dr. Nair, a former nuclear physicist, argues that unless the underlying systems are "rock solid," automation merely accelerates operational collapse. Executives are encouraged to ask whether a process is actually efficient before tasking an AI to execute it.

Key Insights on Infrastructure & Compliance* Infrastructure over Strategy: Companies entering new markets rarely fail because of a bad business thesis; they fail due to "unforced errors" such as payroll mistakes, missed compliance filings, or data breaches. * Compliance as a Universal Standard: Dr. Nair’s firm applies GDPR standards globally, regardless of local regulations, to maintain a high level of data integrity and minimize liability. * Data Sovereignty: To protect sensitive information (e.g., sick leave records, home addresses), organizations should build AI systems internally rather than routing data through public tools,. * Institutional Knowledge as an Asset: Scaling efficiently requires treating knowledge as infrastructure—leveraging solutions found in one jurisdiction (like Belgium) to solve similar problems in another (like the Netherlands) instead of starting from zero.

The "Quiet Risk": Erosion of ExpertiseA significant concern raised in the deep dive is the erosion of the learning curve for junior staff. If AI handles all foundational tasks, the next generation of experts may never build the necessary judgment or "learn the hard way",. Dr. Nair warns that organizations must document the reasoning behind decisions, not just the procedural steps, to survive novel problems once current experts retire.

Strategic Recommendations for Leadership1. Test the SOP First: Validate the Standard Operating Procedure before automation to ensure you aren't doing the "wrong thing faster". 2. Wall Off Sensitive Data: Maintain strict discipline regarding data privacy by isolating sensitive information from public AI models. 3. Fund the Learning Curve: Intentionally create pathways for human staff to build slow-form judgment that AI cannot replicate. 4. Audit the Operating System: Success depends on whether your current structure can support AI, rather than just the decision to use it,.

https://BreakfastLeadership.com/ to get help with your AI deployment

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Episode Overview

In this episode, Michael D. Levitt speaks with Antoniette Roze, speaker agent, podcast host, and voice strategist, about what separates average speakers from those who actually create transformation.

This is not about stage presence.
It is about using your voice as a leadership system to drive action, clarity, and change.

The Core Problem: Most Speakers Deliver Information, Not Impact

The majority of speakers make the same mistake:

• They overload audiences with content
• They focus on delivery instead of outcomes
• They leave people inspired but inactive

Antoniette reframes the role of a speaker:

Your job is not to inform. Your job is to create a next step.

Without that, the talk fails, regardless of how engaging it felt.

The Shift: From Content Delivery to Transformation Design

Corporate audiences have changed.

What organizations want now:

• Actionable insights
• Interactive experiences
• Clear takeaways that can be implemented immediately

What they reject:

• Generic keynotes
• Overly polished but empty talks
• Theory without application

The speaking bar is higher because:

• Attention spans are shorter
• AI can generate content instantly
• Value must be experiential, not informational

Overcoming Fear: The Leadership Reframe

Michael shares a pivotal moment in overcoming public speaking anxiety:

• Delivered a presentation while recovering from chickenpox
• Received a poor grade but a standing ovation

The lesson:

• Audiences care about value, not perfection
• Impact outweighs appearance

Fear decreases when focus shifts from:

• “How am I performing?”
  to
• “Am I helping someone right now?”

The Practical Strategy: Speak to One Person

Antoniette introduces a simple but high-leverage tactic:

• Think of one person you have helped before
• Speak directly to them

This does three things:

• Reduces anxiety
• Sharpens message clarity
• Increases emotional connection

This is a leadership discipline, not a speaking trick.

The “Story Bank” Advantage

Top speakers do not reuse the same talk. They build a system.

Antoniette recommends maintaining a story bank:

• Real experiences
• Client transformations
• Leadership lessons

This allows speakers to:

• Adapt in real time
• Stay relevant to different audiences
• Avoid sounding scripted

A static talk is a liability. A dynamic system is an asset.

The Micro-Transformation Model

One of the most important ideas in this conversation:

Do not try to change everything.
Create one shift.

Effective speakers deliver:

• One insight
• One tool
• One action

That is enough to:

• Change behavior
• Create momentum
• Build credibility

Anything beyond that becomes noise.

Corporate Training Insight: Less Content, More Action

Michael reinforces this from his leadership work:

When training teams:

• Overloading information reduces retention
• Simplicity increases execution

The goal is not comprehensive coverage.
The goal is behavior change.

The Evolution of the Speaking Industry

Key changes shaping the space:

• Hybrid and virtual speaking is now standard
• AI is accelerating content creation
• Organizations expect measurable outcomes

This creates a clear divide:

• Commodity speakers (content providers)
• Strategic speakers (transformation drivers)

Only one of these is growing in demand.

Leadership Application: Speaking as a System

This conversation is not just about stages.

Every leader speaks:

• In boardrooms
• In team meetings
• In strategic conversations

If your communication:

• Lacks clarity
• Lacks structure
• Lacks action

…it creates confusion, not alignment.

Speaking is part of your Leadership Operating System.

Key Takeaways for Leaders

• Stop delivering information. Start designing outcomes
• Speak to one person, not the room
• Build a story bank for adaptability
• Focus on one actionable shift per interaction
• Measure success by action taken, not applause

Action Steps

1. Audit your last presentation
2. What action did it drive?

Define your “one takeaway”* If they remember one thing, what is it?

Build a story bank* Document 10 real leadership stories

Reframe your delivery* Speak to a single person, not an audience

Add a clear next step* What should they do immediately after?

Guest Links

• Speaker assessment tool: https://speakerbooker.com
• https://www.linkedin.com/in/1antoniette/
• https://SPEAKPact.com

Closing

If your communication is not driving action, your leadership is creating noise.

Clarity is not about saying more.
It is about making it actionable.

Book your Leadership Operating System review:
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In this episode of the Breakfast Leadership Show, Michael D. Levitt speaks with Shan Nair about the realities of international business expansion, global compliance, AI adoption, and operational infrastructure.

Dr. Nair shares his remarkable journey from nuclear physicist to international accounting and compliance expert, helping technology companies expand into global markets while staying legally compliant and operationally effective.

Key discussion points include:

• Why global expansion fails without operational infrastructure
• The hidden compliance risks companies overlook when entering foreign markets
• How AI is changing consulting, operations, and business decision-making
• The importance of measuring ROI and organizational impact during transformation initiatives
• Lessons learned from working with fast-scaling international companies
• Common mistakes leaders make when implementing new technologies
• How global organizations can scale while protecting their interests and maintaining compliance

This episode is essential listening for executives, founders, HR leaders, and operators navigating international growth, digital transformation, and organizational complexity.

Schedule your Leadership Operating System review at:
Breakfast Leadership LeadershipOS

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In this episode of the Breakfast Leadership Show, Michael D. Levitt sits down with Chris Miller to discuss how entrepreneurs and business owners can use legal tax strategies to preserve wealth and strengthen long-term financial stability.

Chris shares insights from decades of experience helping clients navigate tax mitigation, financial planning, and wealth protection during uncertain economic conditions. The conversation explores why many small and medium-sized businesses fail to leverage the same advanced tax strategies used by ultra-wealthy individuals and major corporations.

Key topics include:

• Legal tax mitigation strategies for business owners
• Why tax planning is critical for wealth preservation
• Common financial mistakes entrepreneurs make
• Leadership lessons from building a multi-generational business
• The impact of economic downturns on financial planning
• How high-income earners can protect capital during market volatility
• Why proactive financial strategy matters more than reactive investing

This episode is valuable for entrepreneurs, executives, founders, and professionals focused on financial growth, operational resilience, and long-term wealth management.

Schedule your Leadership Operating System review at:
Breakfast Leadership LeadershipOS

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In this episode of the Breakfast Leadership Show, I sit down with Tom Vorselen, founder of The Study Coach, to tackle a topic that impacts every leader, professional, and lifelong learner: why we were never actually taught how to learn. We unpack the hidden flaws in traditional education, why so many high-achievers struggle with certifications and new skills, and what science really says about improving memory and retention.

Tom shares practical, research-backed strategies that can boost retention by up to 150%, break the cycle of procrastination, and help you rebuild confidence if learning has ever felt overwhelming. We also dive into the role of AI in education—where it helps, where it hurts, and how to use it wisely. If you’re a working professional balancing growth with a busy life, this conversation is packed with insights you can apply immediately.

🔎 Episode Highlights

• Why we spend over 13,000 hours in school—but almost zero time learning how to learn
• The problem with re-reading and highlighting (and why they only deliver 20–30% retention)
• How converting your notes into questions can dramatically improve memory and understanding
• The power of active recall and why it beats passive study methods
• The real root of procrastination: fear of failure and discomfort
• A powerful client transformation story about rebuilding confidence after years of struggle
• The smart way to use AI for learning (without letting it do the thinking for you)
• Why curiosity, boredom, and critical thinking are essential for creativity and growth

🔗 Links & Resources

• The Study Coach – Science-based learning strategies and coaching for students and professionals
• Free learning and study resources from Tom Vorselen

Visit https://www.instagram.com/the_studycoach/?hl=en and DM the word “Work” to learn more.

If this episode helped you rethink how you approach learning and growth, I’d love for you to rate, follow, share, and leave a review of the Breakfast Leadership Show. Your support helps us continue bringing you conversations that fuel your leadership journey.

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Breakfast Leadership Network is proud to introduce the Breakfast Leadership AI Advisory Service, a new offering built to help executives and organizations translate artificial intelligence from a buzzword into a working advantage.

The service pairs proven leadership frameworks with practical AI implementation guidance, helping leaders identify where automation and intelligent tools can strengthen decision making, reduce operational drag, and free up capacity for the work that actually requires human judgment.

Rather than a generic technology rollout, the advisory service is grounded in the same principles that anchor the Leadership Operating System, ensuring that any AI adoption strengthens culture and accountability rather than working against them.

Leaders interested in exploring how AI can support their organization's goals are encouraged to connect with the Breakfast Leadership team to learn more.

https://BreakfastLeadership.com

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The operating model implication is clear:

AI deployment is now fundamentally an organizational redesign challenge, not a software procurement exercise. Companies winning with AI are restructuring workflows, flattening management, embedding engineering into operations, and accelerating decision cycles.

The largest leadership execution risk is cognitive overload at the executive layer. Teams are shrinking while ambiguity, pace, and strategic complexity are increasing simultaneously.

Highest leverage focus area today:

Redesign decision systems before scaling AI systems.

https://www.breakfastleadership.com/

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In this episode of the Breakfast Leadership Show, Michael D. Levitt speaks with Jace Graham about mental toughness, discipline, leadership, and the habits required to sustain high performance without burning out.

Jace shares lessons from his personal and professional journey, discussing how resilience, consistency, and self-awareness shape both leadership effectiveness and long-term success. The conversation explores the difference between temporary motivation and sustainable discipline in business and life.

Key topics include:

• How leaders can build mental toughness under pressure
• The role of discipline in long-term success
• Why consistency beats motivation
• Leadership lessons learned through adversity
• High-performance habits that improve focus and execution
• The connection between mindset and resilience
• How burnout impacts performance and decision-making

This episode is ideal for entrepreneurs, executives, leaders, athletes, and professionals focused on resilience, leadership development, and sustainable performance.

Schedule your Leadership Operating System review at:
Breakfast Leadership LeadershipOS

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In this episode, Michael sits down with Shamir Duversau to unpack what most organizations are getting wrong about AI adoption and digital transformation.

Shamir brings over 16 years of experience leading a technical marketing agency and shares insights from her career journey through major brands like Southwest Airlines, The Walt Disney Company, and Marriott International.

The conversation cuts through the hype around AI and focuses on what actually drives results: clarity, structure, and disciplined execution.

🧭 Key Themes & Insights1. AI Is Not the Strategy — It’s the AcceleratorMost organizations are approaching AI backwards.

Shamir emphasizes a critical point:

• AI should support defined business goals, not replace them
• Treating AI as the objective leads to wasted investment and fragmented execution
• The right approach is to start with outcomes, then apply AI where it accelerates progress

This aligns with a core principle: technology should serve strategy, not dictate it.

1. Define the Problem Before You Buy the SolutionA recurring failure pattern:

2. Companies adopt tools before diagnosing their actual constraints

Shamir frames their consulting approach like medical diagnostics:

• Identify the root problem
• Understand what’s blocking progress
• Then prescribe the right solution

Without this, organizations risk solving the wrong problem faster.

1. AI Implementation Exposes Organizational WeaknessesAI doesn’t create chaos. It reveals it.

Key breakdowns that surface during AI adoption:

• Lack of clear ownership and accountability
• Poor cross-functional alignment (especially marketing vs IT)
• Undefined workflows and decision rights

If these issues exist before AI, they become amplified after implementation.

1. Governance Matters More Than ToolsMany organizations underestimate this.

Effective AI deployment requires:

• Clear governance structures
• Defined roles and responsibilities
• Alignment across departments

Shamir compares AI to hiring a new employee:

• You wouldn’t hire someone without a role, goals, or accountability

• The same discipline must apply to AI systems

• Data Structure Determines AI SuccessAI is only as effective as the data it operates on.

Organizations must ensure:

• Clean, structured, and accessible data
• Defined processes for how data is used
• Alignment between systems and business objectives

Without this foundation, AI outputs become unreliable or unusable.

1. Lessons from the Dot-Com Era Still ApplyThe conversation draws a sharp parallel to Pets.com.

Key takeaway:

• Companies that prioritized hype and marketing over fundamentals failed
• The same risk exists today with AI

Execution discipline still wins over trend adoption.

1. Generational Perspectives on TechnologyAn interesting dynamic surfaced:

2. More experienced professionals often show greater curiosity and adaptability

3. Younger generations can be more skeptical or cautious

The takeaway: mindset matters more than age when it comes to adopting new tools.

⚙️ Practical Takeaways for LeadersIf you're evaluating AI in your organization, apply this sequence:

1. Define the business outcome you want
2. Map your current processes and constraints
3. Identify specific friction points
4. Ensure data readiness and structure
5. Establish governance and accountability
6. Then apply AI as an accelerator

Skip this sequence, and AI becomes noise instead of leverage.

🔗 Connect with Shamir Duversau* LinkedIn: https://www.linkedin.com/in/shamirduverseau/ * Website: SmartPandaLabs.com

🎯 Final ThoughtAI is not a shortcut to clarity.

It is a multiplier.
If your systems are aligned, it accelerates results.
If they are not, it accelerates dysfunction.

📅 Want to Build Your Leadership Operating System?If you’re ready to eliminate friction, improve decision-making, and scale sustainably:

👉 Schedule your Leadership Operating System review:

https://BreakfastLeadership.com/LeadershipOS

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Episode Overview

In this episode, Michael D. Levitt sits down with Bobby Mascia, wealth advisor, author of Unchained, and founder of the Exit Ready Institute. The conversation explores what most business owners avoid: planning for the end of their business journey.

This is not about selling your company. It is about building a business that is transferable, scalable, and not dependent on you.

The Real Problem: Most Businesses Are Not Built to Exit

Most entrepreneurs believe they will “figure it out later.” That is a mistake.

Bobby highlights a critical reality:

• Business owners delay exit planning
• They tie identity to the business
• They create operational dependency on themselves

The result:

• They cannot step away
• They cannot scale effectively
• They reduce the long-term value of their business

An exit-ready business is not about leaving. It is about freedom and optionality.

The Trigger: Personal Experience Drives Strategic Clarity

Bobby’s journey was shaped by two pivotal experiences:

• Leaving Wall Street to join a family-run Dunkin’ Donuts business
• Navigating the emotional and operational complexity of family dynamics
• Experiencing his father’s terminal illness

These moments exposed a gap most leaders ignore:

Businesses are rarely prepared for transition, whether planned or unexpected

This insight led to the creation of:

• His book: Unchained
• The Exit Ready Institute

The $80 Trillion Shift Leaders Cannot Ignore

We are entering one of the largest wealth transfers in history.

Key implications:

• Baby boomers are exiting businesses at scale
• Buyers are becoming more selective
• AI is reshaping how value is assessed

If your business:

• Depends on you
• Lacks systems
• Has unclear leadership structure

…it becomes less valuable in this new market.

The PATH Framework for Exit Readiness

Bobby introduces a practical framework leaders can apply immediately:

P – Purpose

Define why the business exists beyond you
Clarify long-term vision and impact

A – Accelerate

Drive growth through scalable systems
Remove bottlenecks and founder dependency

T – Tighten

Optimize operations, financials, and processes
Increase efficiency and predictability

H – Harvest

Prepare to extract value
Financially and personally

This is not a linear process. It is a leadership operating system.

The Hidden Risk: Founder Dependency

One of the most overlooked issues in leadership:

• The business cannot function without the founder
• Decision-making is centralized
• Teams wait instead of act

Michael calls this out directly:

If your business needs you for every decision, it is not a business. It is a job.

Exit readiness forces leaders to:

• Decentralize authority
• Build leadership capacity
• Create operational clarity

Why Most Leaders Struggle to Step Away

The challenge is not financial. It is psychological.

Common barriers:

• Loss of identity after exit
• Fear of irrelevance
• Addiction to being needed

Many entrepreneurs:

• Avoid vacations
• Stay in constant motion
• Never test business independence

Exit readiness requires:

• Personal transition planning
• Redefining purpose beyond the business

Rethinking Leadership: Build for Transferability

An exit-ready business is:

• System-driven, not personality-driven
• Scalable without constant oversight
• Valuable to external buyers

This aligns directly with a Leadership Operating System:

• Clear decision frameworks
• Defined roles and accountability
• Operational rhythm that runs without friction

Presentation and Influence: Driving Action, Not Information

Bobby and Michael both emphasize:

Good leadership communication does not just inform.
It changes behavior.

Effective leaders:

• Create emotional connection
• Challenge assumptions
• Drive decisions

This applies internally and externally.

Key Takeaways for Leaders

• Build your business as if you will exit, even if you never do
• Remove yourself as the bottleneck
• Systematize decision-making
• Prepare for both financial and identity transitions
• Treat exit readiness as a growth strategy, not an end-state

Action Steps

1. Audit your business dependency
2. What breaks if you step away for 30 days?

Identify bottlenecks* Where do decisions stall without you?

Document core systems* Sales, operations, delivery, finance

Develop leadership layers* Who can operate without your input?

Define your personal “after”* What does life look like beyond the business?

Guest Links

• Book: Unchained by Bobby Mascia
• https://grwealthplan.com/
• LinkedIn: (https://www.linkedin.com/in/rmascia/)

If you want to build a business that runs without you, scales without friction, and creates long-term value, you need more than strategy. You need a system.

Book your Leadership Operating System review:
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Episode Overview In this episode, we explore the alarming surge in cardiac care demand and its direct link to systemic leadership stress. Featuring insights from Michael D. Levitt, Founder and Chief Burnout Officer of Breakfast Leadership, we move beyond the idea of "bad luck" to examine how broken organizational systems are literally breaking the hearts of executives.

Key Highlights & Statistics* The Cardiac Surge: Demand for outpatient cardiology procedures is projected to increase by 25% over the next decade, while the industry itself is growing at a 4% compound annual rate. * A Workforce Crisis: Cardiovascular disease claims a life every 33 seconds in the U.S.. Crucially, one in five cardiovascular deaths occurs in adults younger than 65—working-age leaders who are often high-performing until the moment of a health crisis. * The Physician Shortage: While demand spikes, the Association of American Medical Colleges projects a shortfall of over 7,000 cardiologists by 2034. * Physiology of Stress: Chronic workplace stress is not just a "feeling." It triggers a physiological chain reaction: Elevated cortisol leads to chronic inflammation, which accelerates cardiovascular disease.

The "Leadership OS" FailureMichael Levitt shares his personal journey of surviving a 2009 cardiac event and the 369 days of "worst-case scenarios" that followed. He argues that you "cannot meditate your way out of a broken system" and identifies three structural pillars that, when missing, create toxic stress:

1. Decision Clarity: Without it, leaders operate in permanent ambiguity, causing sustained cortisol elevation.
2. Operational Rhythm: A lack of rhythm means the nervous system never fully recovers between demands.
3. Culture Infrastructure: Broken culture forces individuals to absorb systemic dysfunction rather than the system holding it.

Actionable Solutions for Executives and HRTo prevent leadership health events from becoming business continuity crises, organizations must make three structural commitments:

• Measure Stress Drivers: Track decision fatigue, role ambiguity, and "always-on" communication norms.
• Design for Recovery: Treat recovery as a prerequisite for performance, not a reward for it.
• Preventive Investment: View leadership health as a business continuity issue; it is cheaper to protect a leader than to replace one.

Featured Resources Book: 369 Days: How To Survive The Worst Year Of Your Life* by Michael D. Levitt. * Organization: Breakfast Leadership Network – Specializing in burnout prevention and leadership strategy. * Featured Practice: San Diego Cardiac Center – A model for specialized, patient-centered cardiovascular care. * Tool: Schedule a Leadership Diagnostic to identify structural stress points in your organization.

The Bottom Line"Your leadership system either protects the people inside it, or it quietly depletes them. There is no neutral position".

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Episode SummaryIn this episode of the Breakfast Leadership Show, I sit down with Tony Falco to explore the real story behind AI adoption in organizations—and it’s probably not what you think. We dig into how companies are rushing into AI without fully understanding their own workflows, and why that approach can create more problems than it solves. Tony brings decades of experience in internet technology to the conversation, giving a grounded perspective on where AI actually delivers value.

We also get into the human side of technology—how curiosity, play, and experimentation are becoming essential skills in today’s AI-driven world. Along the way, we unpack how data is reshaping decision-making, exposing inefficiencies, and even challenging traditional corporate hierarchies. If you’ve been wondering how AI fits into leadership, operations, and innovation, this conversation will give you plenty to think about.

Key Highlights* The evolution of internet technology and how it set the stage for today’s AI boom * Why understanding workflows is critical before implementing AI solutions * How AI is empowering individuals to uncover insights hidden in massive datasets * The risks of rushing AI adoption without clear processes or strategy * How data-driven insights can expose inefficiencies and organizational bottlenecks * The role of curiosity and experimentation in navigating new technologies * Challenges organizations face when multiple departments adopt AI independently

Links & Resources* hydrolix.io (Tony Falco’s company focused on log data and AI-driven workflows)

If you enjoyed this episode, make sure to follow the Breakfast Leadership Show, leave a rating and review, and share it with someone who’s navigating the world of leadership and innovation.

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Today's Deep Dive is from the Breakfast Leadership Newsbrief from June 2026 that highlights a critical execution gap currently paralyzing corporate leadership. Data suggests a massive decline in CEO confidence, as many organizations find themselves fundamentally unable to fulfill their own digital transformation agendas. While artificial intelligence adoption has become nearly universal, a significant lack of governance frameworks and strategic clarity has led to diminishing returns and potential legal liabilities. Furthermore, the report identifies employee burnout as a major operational risk, driven more by the cognitive strain of complex systems than by mere workload volume. Ultimately, these sources argue that the most successful modern firms are those focusing on simplifying workflows rather than simply adding new technological tools.

Schedule your Leadership Diagnostic, to see how ready you are for AI.

https://www.breakfastleadership.com/executivediagnostic

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Vadim Voss, founder of Next Level DeFi, joins the Breakfast Leadership Show to share how everyday people can put their money to work through decentralized finance without trading, without chart-watching, and without being a tech expert. His mission is to help one million people break free from a banking system that was never built to serve them.

What You Will Learn

• Why a savings account earning 2 to 3 percent is quietly losing you money
• What liquidity mining is and why it puts you on the "house side" of crypto trading
• How stablecoins like USDT allow you to earn 20 to 30 percent annually with minimal risk
• Why DeFi positions can be insured for as little as $30 per month per $10,000 deployed
• How Vadim's students manage their positions in just 5 to 10 minutes per week
• Why diversification across real estate, gold, stocks, and DeFi is the smart path forward

Key Insights

Vadim built Next Level DeFi after losing the majority of a $6 million fortune to unreliable foreign banks. Rather than retreat from finance, he learned decentralized systems inside and out and now teaches total beginners how to become the infrastructure that crypto traders rely on. His students are not speculating on the next hot coin. They are providing liquidity to decentralized exchanges and collecting fees the way Robinhood collects trading fees, except those fees flow back to them.

The stablecoin liquidity mining strategy Vadim teaches is designed for people who want consistent, predictable monthly income in U.S. dollars without exposure to volatile assets. Since stablecoins are always pegged to $1, the principal does not fluctuate. Returns in the 20 to 30 percent range significantly outperform any traditional bank product, and the addition of smart contract insurance from platforms like Nexus Mutual makes the position arguably safer than a standard FDIC-insured deposit in terms of the user's control and transparency.

Michael and Vadim both reinforce that education is the true entry point. Just as Warren Buffett observed that those who do not learn to make money while they sleep will work until they die, both host and guest emphasize that passive income is not a luxury for the wealthy. It is a learnable skill available to anyone willing to invest the time to understand it.

Guest Bio

Vadim Voss is the founder of Next Level DeFi, a platform dedicated to helping everyday people generate passive income through decentralized finance. An NYU graduate who built and lost a $6 million fortune through international business ventures across Lithuania, Moscow, and Kyiv, Vadim turned adversity into expertise. With over 14 years of experience in crypto and DeFi, he specializes in teaching total beginners how to deploy capital using liquidity mining strategies on platforms like Uniswap. His mission is to help one million people escape the traditional banking system.

Free Resource for Listeners

Vadim has put together an exclusive bundle for Breakfast Leadership Show listeners called the DeFi Income Blueprint, available free at:

nextleveldefi.com/leadership

The bundle includes:

• A DeFi Income Calculator that forecasts your monthly and annual returns based on your capital and risk appetite
• The Uniswap Ultimate Playbook, a 27-page step-by-step guide to deploying capital on Uniswap. This is the same playbook provided to Vadim's $3,000 coaching clients.

Connect with Vadim Voss Website: nextleveldefi.com Free Bundle: https://nextleveldefi.com/leadership

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Most organizations do not fail at strategy because the strategy is wrong. They fail because the organization never learns to behave as if the strategy is real. That is the central argument

Dr. Kyle Harkema makes in his book Strategic Clarity. He is the creator of the Strategic Orientation Index (SOI™), a diagnostic tool that functions like an organizational MRI, revealing the hidden misalignment between what an organization says it will do and how it actually behaves day to day.

In this conversation with Michael D. Levitt of Breakfast Leadership Network, Dr. Harkema explains why strategic drift is rarely dramatic, what the SOI™ measures, and how the three-part framework of think, listen, and act exposes exactly where execution breaks down inside even well-run organizations.

Key Topics Covered Why strategy fails quietly. Strategic failure begins with small, easy-to-dismiss signals: the same decision recycled through multiple meetings, departments generating friction, customers noting a decline in responsiveness, or competitors gaining ground one step at a time. Individually, none of those signals is a crisis.

Collectively, they signal drift, and organizations that catch the pattern early are the ones that survive disruption. The Monday Morning Test. If employee behaviors have not changed by Monday morning following a Friday strategy rollout, you have produced a plan, not an executable strategy. Strategy must live in decisions and priorities, not slide decks and town hall speeches.

The Strategic Orientation Index (SOI™). The SOI™ evaluates three dimensions: how an organization thinks, listens, and acts. Most organizations are strong in one or two areas and significantly weaker in the third.

Dr. Harkema shares a case study of an innovation-focused company with excellent thinking and acting but almost no process for collecting customer insight before making product decisions. The diagnosis was not an innovation problem. It was a listening problem. The Ford Taurus lesson. When Ford abandoned the Taurus, then the number one selling car in the world, for the retro Ford 500 name, the sales collapse was predictable and preventable.

The organization thought carefully and acted decisively. It did not listen. The Taurus name was eventually restored, but the market position never recovered. Listening is not a soft skill. It is a strategic competency.

Notable Quotes:

"If your employees' behaviors don't change on Monday morning for a strategy that you rolled out on Friday, you have a plan, not an executable strategy." - Dr. Kyle Harkema "Strategy lives in behavior. It has to." - Dr. Kyle Harkema "When organizations aren't living and breathing the strategic plan, it limits the impact they cause." - Michael D. Levitt, Breakfast Leadership Network

https://kylejharkema.com

https://kmccontrols.com

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What happens when a chemist accidentally becomes an entrepreneur — and then has to figure out who he is after he sells the company he built? Scott Bening, author of "Formulating Solutions" and the newly released "The Back Nine," joins the podcast to share a career story that is equal parts unexpected and instructive.

Scott grew up in Buffalo, New York, earned his degrees from St. Lawrence University and UIC Chicago, and spent just nine months in a laboratory before pivoting into technical sales. That pivot — combining deep scientific knowledge with a learned ability to sell — became the foundation for everything that followed, including leading MonoSol, a manufacturer of water-soluble films with an exclusive supply relationship with Procter & Gamble, and ultimately selling the company to a Japanese acquirer.

In this episode, Scott and Michael explore the underrated power of a technical background in sales, the role that journaling played in Scott's first book, and why integrity and relationship-building are not soft concepts but core business drivers. Scott also shares what he learned from a book tour in Japan, where his first book resonated far beyond the audience he originally anticipated.

The conversation then turns to "The Back Nine" — Scott's candid guide for baby boomers navigating retirement, finding new purpose, and staying mentally engaged after decades of professional identity. Scott speaks openly about his work mentoring university students and business professionals in transition, and why so few high-achieving people plan seriously for the chapter of life after work.

Whether you are building a company, preparing to exit one, or simply trying to lead a more intentional career, this episode delivers hard-won perspective from someone who has done it all and chosen to write it down.

Books: Author of "Formulating Solutions" and "The Back Nine"

Website: https://www.mbs2.org/

Topics covered: Technical sales, entrepreneurship, MonoSol, water-soluble films, Procter & Gamble, career transitions, mentorship, retirement planning, book writing, integrity in business, life after ownership

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Current economic growth is being driven by a highly concentrated group of AI-focused companies, yet a significant governance gap threatens the sustainability of this expansion.

Organizations are deploying autonomous AI agents at a pace that far exceeds their internal oversight and decision-making frameworks, leading to a high projected failure rate for these initiatives. This friction is most visible in middle management, where leaders are currently overwhelmed by extreme workloads and excessive responsibilities.

To address these vulnerabilities, firms must stop treating technical and organizational issues as separate problems. Instead, they should pursue an integrated redesign that simultaneously clarifies AI ownership and reduces the operational burden on their human workforce.

Over the next few months, success will depend on aligning agentic capabilities with a robust, sustainable management structure.

Schedule your AI readiness assessment today!

https://www.breakfastleadership.com/executivediagnostic

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Episode Summary

In this episode, I sit down with Yasemin to pull back the curtain on what it’s really like to work in the restaurant industry. From the fast-paced chaos of a dinner rush to the emotional labor that comes with serving guests day in and day out, we talk honestly about the realities servers face—and why respect and kindness from customers truly matter. Yasemin shares her personal experiences on the floor, including the small things that make a big difference (yes, including the right shoes!).

We also explore how positive energy, community support, and simple human connection can completely transform the dining experience—for both guests and staff. This conversation is a powerful reminder that servers are more than order-takers—they’re people. If you’ve ever dined out, this episode might just change the way you see the person bringing your meal.

Links & Resources

YouTube: https://www.youtube.com/@bitterwaitresspodcast

Podcast: https://podcasts.apple.com/cz/podcast/bitter-waitress/id1837005569

If this episode made you think differently about your next dining experience, I’d love for you to rate, follow, share, and leave a review. Your support helps us continue having meaningful conversations like this—and building a more thoughtful, connected community.

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Episode Summary

In this episode, I sit down with Celia to explore something we don’t often stop to think about: how much of our identity is actually shaped by choice. From design in our everyday lives to the deeper layers of heritage and archaeology, we unpack how identity isn’t fixed — it’s constructed through our environment, our experiences, and the decisions we make along the way. Celia shares her personal journey through major life transitions, including parenthood and relocation, and how archaeology and heritage can meaningfully support well-being during times of change.

We also dive headfirst into one of today’s biggest conversations: AI and its impact on jobs, society, and the future of work. Is AI replacing us — or redefining us? We talk about transferable skills, ethical regulation, social prescribing, and why AI might reflect existing systemic problems rather than create new ones. This conversation is thoughtful, honest, and future-focused — and it might just change how you see both your identity and your role in an AI-driven world.

Links & Resources

archaeology-for-wellbeing.com

LinkedIn: https://www.linkedin.com/in/dr-celia-orsini-archaeology-for-wellbeing/

If you enjoyed this episode, don’t forget to rate, follow, share, and leave a review. It really helps the show reach more people — and I appreciate your support more than you know!

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Episode Summary

In this episode, I sit down with Wain Yu to unpack a powerful and deeply personal conversation around leadership and neurodiversity. We explore how understanding neurodivergent traits—both in ourselves and others—can completely transform the way we lead, manage, and connect. Wain shares his journey as a technology leader, researcher, and father, and how those experiences shaped his perspective on unlocking human potential.

We also dive into practical leadership insights: how to move beyond “fixing weaknesses,” why environments matter more than we think, and how traits like hyperfocus and curiosity can become superpowers in the right context. If you’ve ever wondered how to better support diverse thinkers on your team—or even better understand yourself—this episode will challenge the way you think about performance, inclusion, and leadership.

Final Thoughts

If this episode got you thinking differently about leadership and human potential, make sure to follow, rate, and share the Breakfast Leadership Show. And if you haven’t already, leave a review—it helps more people discover conversations like this.

https://www.wainwrightyu.com/

https://www.linkedin.com/in/wainwrightyu/

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In this episode of the Breakfast Leadership Show, Michael D. Levitt speaks with Jonathan Sherrill about the connection between mindset, leadership effectiveness, stress management, and burnout prevention.

Jonathan shares insights on how fear, unresolved stress, and limiting beliefs quietly influence decision-making, workplace culture, and personal performance. The discussion explores practical ways leaders can improve resilience, self-awareness, and emotional regulation while navigating uncertainty and pressure.

Key topics include:

• How mindset affects leadership performance
• The hidden impact of stress and burnout on decision-making
• Why fear drives many workplace behaviors
• Strategies for improving emotional resilience
• The role of self-awareness in leadership growth
• How leaders can create healthier workplace cultures
• Practical techniques for managing overwhelm and uncertainty

This episode is valuable for executives, entrepreneurs, HR leaders, managers, and professionals seeking sustainable performance and stronger leadership capacity.

Schedule your Leadership Operating System review at:
Breakfast Leadership LeadershipOS

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Episode OverviewMichael Levitt sits down with executive advisor Chris March to discuss one of the most common yet underaddressed challenges facing founder-led businesses: the founder themselves becoming the primary obstacle to growth. Chris works with organizations generating between $5 million and $20 million in revenue, helping founders identify structural dysfunction, reclaim their time, and build organizations that can operate independently.

Key Topics CoveredFounder Gravity Chris introduces the concept of "founder gravity," the organizational pull that keeps all decisions, approvals, and responsibilities flowing back to the founder regardless of company size. He explains that structural problems cannot be coached away, and that solving them requires an intentional redesign of how the organization is built.

The Delegation Trap A critical distinction emerges between transferring tasks and transferring decision-making authority. Many founders delegate responsibilities without ever relinquishing the sign-off, which trains their teams to wait for approval rather than exercise independent judgment. True delegation requires trusting people with the authority to make decisions, not just the work itself.

AI as an Accelerant, Not a Silver Bullet Both Michael and Chris address the widespread rush to adopt AI without first establishing the operational fundamentals it requires. Without documented SOPs and clearly defined workflows, AI cannot fill the gaps. Chris references a Gartner projection that up to 40 to 90 percent of AI projects may be canceled by 2027 due to this misalignment, noting that organizations are often simply accelerating broken systems rather than fixing them.

The Business Continuity Test Chris offers a practical diagnostic: if a founder cannot step away from the business for two to three weeks without it breaking down, they do not have a business. They have an expensive job. He uses this exercise with clients as a structural audit to identify exactly where the organization is fragile.

Time as a Strategic Asset Chris closes with his single most impactful recommendation: audit how you spend your time. Founders who operate with unstructured, reactive calendars are commonly leaking 10 to 20 hours per week. Time is the one asset that cannot be recovered, and managing it with intention is foundational to everything else.

Actionable Takeaways1. Conduct an honest organizational design review to determine whether your structure still fits the size of your business. 2. Distinguish between delegating tasks and delegating decision-making authority, and make the latter a priority. 3. Document your SOPs and institutional knowledge before introducing any AI or automation tools. 4. Schedule a planned absence and observe what breaks. Use the results as a structural roadmap. 5. Audit your calendar. Reactive scheduling is one of the most common and costly forms of operational drag.

About Chris MarchChris March is an executive advisor specializing in founder-led organizations. He helps business owners scale past the point where they themselves are the constraint, focusing on organizational structure, operational design, and leadership development.

• LinkedIn: Active 2 to 3 times per week with insights on founder leadership and organizational dynamics
• Website: chrismarchadvisory.com

LinkedIn: https://www.linkedin.com/in/christopherrmarch/

Connect with Michael Levitt* Website: breakfastleadership.com

"If you can't step away from your business for two to three weeks, you don't have a business. You have a very expensive job." -- Chris March

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Episode OverviewIn this episode, Michael sits down with Brian Fielkow to discuss his new book, Making Safety Happen, and why safety leadership belongs in the boardroom rather than the basement. Brian brings a compelling perspective shaped by his transition from corporate law to executive leadership, and he makes a powerful case for why safety is not a compliance checkbox but a core business principle with measurable impact on profitability, culture, and competitive positioning.

Key TakeawaysSafety is a C-Suite Imperative. Brian argues that safety must be led from the top of the organization. When it is delegated solely to a safety department, it loses the executive authority needed to drive real cultural and operational change.

Safety Drives Business Value. Organizations that embed safety into their culture attract value-aligned customers, improve employee retention, and build a meaningful competitive advantage. Brian draws on Paul O'Neill's transformation of Alcoa as a landmark example of how safety leadership can simultaneously improve human outcomes and business performance.

Compliance and Safety Are Not the Same Thing. Using the Tracy Morgan crash as a case study, Brian illustrates how an organization can be fully legally compliant and still be fundamentally unsafe. True safety is about systems and processes, not simply the absence of incidents.

Frontline Expertise Is an Untapped Asset. Both Michael and Brian emphasize the value of involving frontline employees in risk assessment and process design. Brian shared how his former logistics company had truck drivers author their own process manual in plain language, dramatically improving comprehension and adherence.

Safety and Growth Can Coexist. Organizations do not have to choose between scaling and maintaining a strong safety culture. With the right systems and leadership commitment, safety becomes an accelerant rather than a constraint.

About Brian FielkowBrian Fielkow is a seasoned executive, attorney, and author with deep experience leading organizations where safety is operationally and culturally central. His book, Making Safety Happen, is written for leaders at all levels and covers leadership roles, employee engagement, process implementation, accountability, and organizational resilience. The book is structured to be used as a practical reference, complete with actionable ideas and checklists, rather than a cover-to-cover read.

Resources Mentioned Book: Making Safety Happen* by Brian Fielkow, available at major retail outlets * Reference: Paul O'Neill's safety leadership transformation at Alcoa * Case Study: The Tracy Morgan crash as an illustration of compliance versus genuine safety

https://BrianFielkow.com

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This source argues that excessive organizational layers have transitioned from a sign of growth into a significant competitive disadvantage in the age of artificial intelligence. While many firms view AI solely as a tool for automation, its true value lies in its ability to streamline coordination and eliminate the need for dense managerial oversight.

Organizations that fail to simplify their internal structures before deploying new technology often face increased burnout and operational confusion rather than improved efficiency. Consequently, the modern market favors agile, flatter architectures that prioritize rapid decision-making over complex administrative processes.

Success is no longer determined by the size of a company, but by its ability to minimize friction and maintain clear accountability. Ultimately, the text suggests that reducing unnecessary complexity is the most vital strategy for thriving in a tech-driven economy.

https://www.breakfastleadership.com/leadershipos

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Eric Coonrod

In this episode of the Breakfast Leadership Show, I sit down with investment banker Eric Coonrod, who brings more than 22 years of experience helping businesses grow, scale, and successfully exit. From his early days in St. Louis to his work in New York and Los Angeles—including time at Deutsche Bank and launching multiple firms—Eric shares what he’s learned about building companies that are actually ready to sell. If you’ve ever wondered what makes a business truly valuable (and why so many owners overestimate that value), this conversation is going to challenge your thinking in the best way.

We dig into what it really takes to prepare for a business exit, why planning should start at least two years in advance, and how to eliminate key-person risk by making yourself replaceable. We also explore the evolving role of AI in investment banking—from financial modeling to drafting confidential information memorandums—and why human judgment still matters more than ever. If you’re an entrepreneur, executive, or leader thinking about growth, transition, or long-term legacy, you won’t want to miss this one.

What We Cover in This Episode

• Eric’s 22-year journey in investment banking, including his time at Deutsche Bank and launching multiple firms
• The sale of Integral Capital Advisors and lessons learned from building and exiting successfully
• Why most entrepreneurs wait too long to prepare for a sale—and why two years is the minimum runway
• The importance of building a team of advisors: accountants, attorneys, and bankers
• How key-person risk can significantly reduce business valuation
• A real-world example of a business owner overestimating EBITDA—and what that means for exit planning
• Why documentation, systems, and scalability are essential for long-term success
• The role of AI in modern investment banking—and where human analysts still add irreplaceable value
• Eric’s book, The Preparation Principle, and how it supports entrepreneurs preparing for transition

Links & Resources

• Eric Coonrod’s website: ECOONRODco.com
• The Preparation Principle by Eric Coonrod

If you enjoyed this episode, be sure to follow the Breakfast Leadership Show, leave a rating and review, and share it with someone who’s building, scaling, or planning their next big move. Your support helps us reach more leaders who are ready to grow with intention.

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Breakfast Leadership Show – AI, Cybersecurity & Why Your Board Should Care

In this episode of the Breakfast Leadership Show, I sit down with cybersecurity veteran Scott Alldridge to unpack the real risks organizations face as they rush into AI adoption without governance, guardrails, or leadership oversight. With 30 years in IT and cybersecurity—and over 300,000 copies sold of the Visible Ops Handbook—Scott shares why AI security isn’t just an IT issue… it’s a board-level responsibility.

We talk about the hidden dangers of uploading confidential information into AI tools, the human errors behind major breaches like the MGM Resorts International cyberattack, and why companies must stop treating cybersecurity as a cost center. Instead, it needs to be seen for what it truly is: revenue assurance and business survival. If you think your organization is “too small” to be targeted, you’ll want to press play on this one.

🔎 In This Episode, We Cover:

• AI governance and the security gaps most leaders overlook
• Why cybersecurity belongs in the boardroom
• The financial impact of data breaches (and why 40% of breached businesses fail within a year)
• The role of Zero Trust methodology in protecting your organization
• Human error, phishing, and the evolving threat landscape
• Why cybersecurity is an investment—not an expense

📚 Links & Resources

• 📖 Free Executive Companion Book on AI Governance (First Come, First Served)
  Email or text 541-359-1269 with your email address and the word “Secure26”
• 🛡️ Limited No-Cost Penetration Test
  In your message, indicate if you’d like to be considered for the free pen test. Scott’s team will coordinate with selected organizations.
• 📘 Learn more about the Visible Ops Handbook

Cybersecurity isn’t optional. AI governance isn’t optional. Leadership accountability isn’t optional.

If this episode got you thinking differently about your organization’s security posture, I’d love it if you rated, followed, reviewed, and shared the Breakfast Leadership Show with your network. Let’s keep building resilient, secure organizations—together.

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Episode OverviewIn this episode, Michael D. Levitt sits down with John Fairclough to explore why high-performing leaders often reach a point where success no longer feels aligned.

The conversation focuses on decision-making patterns, identity drift, and how leaders can regain clarity through a personal operating system built on accountability, alignment, and self-leadership.

The Hidden Challenge: Success Without SatisfactionMany leaders reach a point where:

• They have achieved career success
• They are recognized for their performance
• Yet something feels off

This is not a performance issue.
It is an alignment issue.

John highlights that leaders often lose connection to:

• Their identity
• Their values
• Their original purpose

This creates what can be described as identity drift

Why Leaders Lose Their Ability to DecideOver time, leaders develop patterns:

• Default responses to pressure
• Repeated decision behaviors
• Coping mechanisms tied to past experiences

These patterns:

• Become automatic
• Limit independent thinking
• Reduce decision clarity

The problem is not the existence of patterns.
It is the lack of awareness of them.

Expanding Decision Capacity, Not Eliminating FearA common mistake in leadership development:

Trying to remove fear.

John reframes this:

• Fear is normal
• Coping is normal
• Pressure is constant

The goal is to:

• Expand your comfort zone
• Increase your range of response
• Maintain autonomy in decision-making

This is how leaders regain control.

Self-Leadership Comes Before LeadershipMichael reinforces a foundational principle:

You cannot lead others effectively if you cannot lead yourself.

Common breakdowns:

• Over-reliance on past solutions
• Overuse of familiar “tools”
• Lack of reflection on effectiveness

Effective leadership requires:

• Awareness
• Adjustment
• Discipline

Accountability Creates FreedomOne of the strongest themes in the conversation:

Accountability is not restriction.
It is freedom.

When leaders:

• Take ownership of decisions
• Accept outcomes without deflection

They gain:

• Clarity
• Confidence
• Control

Avoiding accountability creates constraint.
Owning it creates options.

The Role of Forgiveness in LeadershipAn overlooked leadership capability:

Forgiveness.

This includes:

• Letting go of past mistakes
• Releasing resentment
• Removing internal barriers

Without it:

• Decision-making becomes limited
• Leaders operate from fear or hesitation

With it:

• Leaders expand their ability to act
• Choices become more intentional

The MyOS Framework: A Personal Leadership SystemJohn introduces the concept of MyOS, a personal operating system.

Core elements:

• Inner peace
• Clear definition of identity
• Alignment with personal values

At its core, MyOS asks:

Are you making decisions you can respect?

This becomes the filter for leadership decisions.

The BU Manifesto: Identity Across RolesJohn expands this with the BU Manifesto:

• Focus on core identity
• Apply strengths across different roles and vocations
• Maintain consistency across environments

This prevents fragmentation:

• Leader at work
• Different person at home
• Misalignment across responsibilities

Alignment: Hands, Heart, and MindPeak performance happens when three elements align:

• Hands: What you do
• Heart: What you care about
• Mind: What you think

Misalignment creates:

• Friction
• Burnout
• Poor decisions

Alignment creates:

• Clarity
• Energy
• Consistency

Leadership in Practice: Decision Under PressureMichael shares a real-world example:

• Reorganized a healthcare system based on data
• Faced resistance from physicians
• Offered accountability through a 90-day trial

Outcome:

• System succeeded
• Long-term stability was achieved

Lesson:

• Strong decisions require conviction
• Accountability builds trust
• Data must be paired with leadership clarity

Key Takeaways* Success without alignment leads to dissatisfaction * Decision-making patterns can limit leadership effectiveness * Fear is not the problem. Lack of awareness is * Accountability creates freedom, not restriction * Alignment across identity and action is critical for sustainable leadership

Action Steps1. Identify your decision patterns

* Where are you defaulting instead of choosing?

1. Define your leadership identity

   • What does a “good leader” mean to you?

   • Audit alignment

   • Are your actions, values, and thinking consistent?

   • Practice accountability

   • Own outcomes without deflection

   • Build reflection into your system

   • Weekly review of decisions and behaviors

Guest Links* Website: https://johnfairclough.com/ * Book: https://www.amazon.com/Embrace-IMPACT-Crack-Code-Inner-ebook/dp/B0G6NS1QV5 * LinkedIn: https://www.linkedin.com/in/johnfairclough/

ClosingIf your decisions are driven by patterns instead of intention, your leadership is operating on default.

Clarity comes from alignment.
Freedom comes from accountability.

Book your Leadership Operating System review:
https://BreakfastLeadership.com/LeadershipOS

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Episode OverviewBurnout is pushing executives to rethink their careers. But most make one critical mistake: they try to escape too fast.

In this episode, Michael D. Levitt speaks with Matt Raad, digital investor and co-founder of eBusiness Institute, about how corporate professionals can transition into digital assets and online businesses without risking their income.

This is not about quitting your job.
It is about building a second engine of income and optionality.

Why Burnout Is Driving the Shift to Digital AssetsBurnout is no longer isolated. It is systemic.

Key pattern:

• Mid to senior leaders in large organizations are experiencing sustained overload
• Pandemic-era changes accelerated fatigue and disengagement
• High earners are seeking control, not just income

The result:
Leaders are looking for exit options that do not create financial instability.

The Core Strategy: Build Before You ExitMatt outlines a disciplined transition model:

• Maintain your corporate income
• Build a digital asset over 2 to 3 years
• Replace income gradually
• Exit only when the asset is stable

This avoids:

• Financial pressure
• Poor decision-making
• Reactive career moves

This is a structured transition, not an escape plan.

What Is a Digital Asset Business?A digital asset is a business that can operate with minimal physical infrastructure.

Examples:

• Content-based websites
• Online courses
• Affiliate and SEO-driven platforms
• Acquired online businesses

Key characteristics:

• Scalable
• Transferable
• Lower operating costs
• Location independent

This aligns directly with a leadership operating system: build systems that run without constant intervention.

The Financial Advantage: Low-Cost Entry, High LeverageTraditional businesses require:

• Large capital investments
• Physical locations
• Staffing overhead

Digital businesses:

• Can start under $10K to $20K
• Require fewer fixed costs
• Allow testing before scaling

This reduces risk and increases strategic flexibility.

The Critical Mistake: Skipping FoundationsAI is accelerating business creation. But it is also creating a false sense of competence.

Matt emphasizes:

• AI tools can build faster
• But they cannot replace business fundamentals

Without understanding:

• Market demand
• Customer acquisition
• Conversion systems

…AI amplifies bad strategy.

AI as a Force Multiplier, Not a ShortcutTools like CoWork are changing the game:

• Faster business setup
• Automated workflows
• Scalable content creation

But the advantage goes to those who:

• Understand business models
• Apply AI strategically
• Build systems, not hacks

AI reduces friction. It does not replace leadership.

New Opportunity: Digital Advisors for Traditional BusinessesOne overlooked opportunity:

Corporate professionals can become:

• Digital transformation advisors
• Online growth strategists
• AI integration consultants

For:

• Brick-and-mortar businesses
• Local service providers
• Traditional industries

This creates:

• Immediate income potential
• Skill development
• Entry into digital business ecosystems

The Leadership Shift: From Operator to Asset BuilderThis conversation highlights a deeper shift:

Traditional career path:

• Climb the ladder
• Increase compensation
• Increase dependency

New model:

• Build assets
• Create optionality
• Reduce dependency

This is not entrepreneurship for its own sake.
It is control over time, income, and direction.

Key Takeaways* Do not quit your job to escape burnout * Build a digital asset while maintaining income * Focus on fundamentals before leveraging AI * Use low-cost business models to test and learn * Think like an asset builder, not just an employee

Action Steps1. Assess your burnout level * Is it role-based or system-based? 2. Identify a digital asset model * Content, course, acquisition, or advisory 3. Allocate weekly build time * Consistency over intensity 4. Learn core business fundamentals * Traffic, conversion, monetization 5. Use AI to accelerate execution * Not to replace thinking

Guest Links* Website: https://ebusinessinstitute.com.au * Podcast: Digital Investors * LinkedIn: https://www.linkedin.com/in/matt-raad/

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Breakfast Leadership Executive Briefing May 17, 2026

Macro Environment

Sustained volatility combined with accelerating AI integration pressure defines the current operating landscape. Organizations are shifting their structural priorities toward resilience, adaptability, and execution consistency rather than efficiency gains or aggressive growth.

Operating Model Risk

Firms with rigid governance structures and fragmented decision-making are losing execution quality. The current environment demands rapid recalibration and continuous operational visibility, which these structures cannot support.

Primary Leadership Risk

The most significant execution risk sits within management layers. Four forces are converging simultaneously: AI adoption, workforce strain, economic uncertainty, and operational acceleration. This collision is slowing execution and generating organizational friction across the enterprise.

https://www.breakfastleadership.com/leadershipos

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Michael gives his insights on why organizations that are complex are causing more harm than competition.

Want to deploy AI the RIGHT way in your company?

https://www.breakfastleadership.com/leadershipos

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Episode Show Notes: Real Estate Investment Expert Insights with Jay Patel

In this episode, I sit down with real estate veteran Jay Patel, who brings over 30 years of hands-on experience across nearly every corner of the industry—from developing a 200-home gated community in Central Florida to investing in multi-family units, short-term rentals, mobile home parks, storage centers, and more. We unpack why he’s currently doubling down on distressed properties like foreclosures, short sales, and tax deeds—and why he believes they offer predictable, consistent returns in uncertain markets.

We also dive into one of the biggest long-term real estate opportunities tied to the aging baby boomer population: assisted residential living. With a growing shortage of healthcare beds and rising demand for care facilities, Jay shares why this sector could remain strong for decades. Plus, we get into retirement strategy, passive income, the flaws in the traditional 4% rule, and why Jay believes real estate can provide more stability than the stock market when it comes to building long-term wealth.

If you’ve ever wondered how to create predictable income for retirement, when to start investing, or how professional investors think differently than amateurs—this episode is packed with insights you won’t want to miss.

Links & Resources

• PropTex – Learn more about Jay Patel’s real estate investment strategies and fund opportunities

If you enjoyed this episode, make sure to follow the show, leave a rating and review, and share it with someone who’s thinking about investing in real estate or planning for retirement. Your support helps us keep bringing you powerful conversations like this one.

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Episode OverviewAI is not just changing how work gets done. It is forcing a structural redesign of leadership itself.

In this episode, we break down why strategy is no longer the primary differentiator and how execution consistency has taken its place. We explore the emergence of the exception-based organization, the misalignment of current management roles, and why burnout is now being driven by decision intensity rather than workload.

If your organization has layered AI on top of legacy systems without redefining roles, this conversation will expose where the real risks are hiding.

Key Discussion PointsStrategy Is No Longer the Advantage
Most organizations now have access to similar data, tools, and strategic insights.
The gap is no longer in thinking. It is in doing.

Execution systems, decision clarity, and operational discipline are now the real competitive advantage.

Managers Are Miscast in the Current System
AI is rapidly absorbing routine managerial work such as reporting, coordination, and oversight.

What remains is harder:

• Exception handling
• Complex decision-making
• Cross-functional alignment

The problem is most roles have not been redesigned to reflect this shift. Managers are still structured for work that no longer exists.

AI Doesn’t Reduce Work. It Redistributes It
There is a flawed assumption that AI simplifies work.

In reality, it removes the easy parts and concentrates effort on the most complex, ambiguous decisions.
That increases cognitive load at the leadership level, not decreases it.

Burnout Has Shifted to Decision Density
Burnout is no longer primarily about long hours or task volume.

It is now driven by:

• Constant decision-making
• Ambiguity without clear ownership
• High-stakes judgment calls

Leaders are not overwhelmed by work. They are overwhelmed by decisions.

The Risk of Invisible Overload
Many organizations look efficient on paper.

Headcount is controlled. Costs are managed. AI is deployed.

But underneath, execution is slowing.

Why?
Because new tools and expectations are being layered onto outdated governance structures.

This creates hidden friction that boards often do not see until performance drops.

Strategic Insights for ExecutivesStop Relying on Heroics
If your system requires exceptional people to compensate for broken processes, it is not scalable.

Strong organizations build predictable execution rhythms where average performance can still deliver strong outcomes.

Fix the Governance Gap
You cannot accelerate execution if your decision-making system is slow.

Common friction points:

• Too many approval layers
• Unclear accountability
• Fragmented ownership

AI increases the speed of inputs. If governance does not evolve, it becomes the bottleneck.

Redesign Decision Rights
Clarity beats speed.

Organizations need to explicitly define:

• Which decisions are AI-supported
• Which decisions are human-led
• Who owns each decision

Eliminating overlap is one of the fastest ways to increase execution velocity.

Final TakeawayAI adoption alone will not create advantage.

The organizations that win will be the ones that redesign their leadership systems to match it.

That means redefining managerial roles, simplifying governance, and reducing decision friction.

If you do not, you will see rising burnout, slower execution, and hidden inefficiencies that compound over time.

Action StepAudit your organization’s decision flow this week:

• Where are decisions getting stuck?
• Where is ownership unclear?
• Where are managers still doing work AI should handle?

That is where your next level of performance is either unlocked or blocked.

ClosingIf you are ready to build a leadership system that actually scales execution and reduces burnout, schedule a Leadership Operating System review:

https://BreakfastLeadership.com/LeadershipOS

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Episode Summary

In this episode, I sit down with Steve Brown, AI futurist and former Google DeepMind executive, to unpack what AI really means for leaders and businesses right now. If you’ve ever felt overwhelmed, frozen, or stuck in “analysis paralysis” about AI—this conversation is for you. We explore why so many executives are struggling to act, and what it actually takes to move from uncertainty to confident AI-driven leadership.

Steve breaks down a powerful three-step framework for integrating AI into your organization—from simply enabling teams with tools, to re-engineering workflows, all the way to becoming truly AI-first. We also dive into real-world examples from companies like Starbucks and Nvidia, and discuss why the future of AI isn’t about replacing humans—it’s about amplifying talent, creativity, and strategic thinking. If you’re serious about leading in the AI era, you won’t want to miss this one.

Links & Resources

• Steve Brown’s book: The AI Ultimatum
• https://SteveBrown.ai

If this episode helped you rethink your AI strategy or inspired you to lead more boldly in the AI era, make sure to follow, rate, and leave a review. And don’t forget to share this episode with another leader who needs to hear it.

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Episode Summary In this episode, we explore the shifting landscape of leadership in the age of Artificial Intelligence. While many organizations view AI as a tool for growth, the latest market signals suggest that AI doesn't reward ambition—it rewards discipline. We dive into why the traditional focus on "alignment" is failing, how "initiative overload" is driving employee burnout, and why the next frontier of leadership involves managing the systems that manage the work. -------------------------------------------------------------------------------- Key Segments1. From Alignment to Integration: The New Leadership Signal* The Shift: Shared goals and messaging (alignment) are no longer enough. The current challenge is integration—seamlessly connecting data, workflows, and decision rights across various functions. * The Risk: Organizations that are aligned in theory but fragmented in execution will struggle to realize AI's full potential.

1. The Priority Crisis & The Burnout Myth* The Reality of Burnout: Recent data suggests burnout isn't necessarily caused by the volume of work, but by priority conflict. Employees are overwhelmed by competing priorities with no clear hierarchy.

2. The Failure of Focus: AI is accelerating the inflow of tasks, but without leadership clarifying what matters most, it only creates chronic tension and disengagement.

3. AI as a "Co-Manager" and Governance Layer* Evolution of Tools: AI is moving beyond simple "copilots" into "co-managers"—systems that actively assign tasks, track progress, and manage workflows.

4. Governance & Risks: AI is increasingly used to monitor compliance and flag anomalies. However, boards must be wary of "AI-driven governance without human clarity," ensuring there are clear human escalation paths for AI-influenced decisions.

5. Shareholder Pressure: From Growth to Predictability* The Pivot: Investors are moving away from general AI growth narratives. They are now looking for predictable returns, consistent productivity gains, and repeatable AI-driven efficiencies.

6. The Mandate: Leaders are being pressured to reduce outcome volatility rather than just chasing the "upside".

-------------------------------------------------------------------------------- Strategic Insights for CEOs & Boards* The Hard Truth: If everything is a priority, AI will amplify your confusion rather than solve it. Focus is now a technological requirement, not just a strategic choice. * The Integration Trap: Many enterprises are layering AI transformations on top of existing programs without reducing scope elsewhere, leading to stalled initiatives and resource dilution. * The Winner’s Path: Success in the AI era belongs to those who narrow their focus, integrate deeply, and execute with precision.

----------------------------------------------------------------------------Notable Quotes"AI doesn’t reward ambitious organizations—it rewards disciplined ones.""The failure is not ambition—it’s lack of prioritization discipline."

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In this episode of the Breakfast Leadership Show, I sit down with Nicole Johnson, a nurse turned entrepreneur who’s tackling one of the biggest challenges in healthcare today—burnout. Nicole opens up about her personal journey from working in critical care leadership to making the difficult decision to walk away and build something entirely new. What she’s created is not just a business, but a powerful movement designed to help nurses reconnect with themselves and rediscover balance.

We dive into the realities of burnout in the nursing profession, why it’s not simply an individual issue, and what needs to change at both the personal and organizational level. Nicole also shares how her global retreats are helping nurses step away, reset, and return with a renewed sense of purpose. If you’ve ever felt stuck, overwhelmed, or unsure of your next move, this conversation will give you a fresh perspective on what’s possible.

Episode Highlights

• The moment Nicole realized she could no longer stay in her leadership role—and what pushed her to finally make the leap
• Why burnout in nursing is a systemic issue, not a personal failure
• My own reflections on career transitions and how following creative instincts can open unexpected doors
• How Nicole built Unwound Retreats and why global experiences play a key role in healing and reflection
• The structure of her retreats, blending continuing education with self-care practices like meditation, yoga, and journaling
• Real stories of transformation from retreat participants and the ripple effect it’s creating in healthcare
• Practical strategies for addressing burnout, including the role of workplace standards and support systems

Links & Resources

• Unwound Retreats (Nicole’s retreat programs for nurses)
• American Association of Critical Care Nurses – Healthy Work Environment Standards

If you enjoyed this episode, be sure to follow the show, leave a rating and review, and share it with someone who could use a fresh perspective on burnout and career transitions.

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Episode SummaryIn this episode, I sat down with Stan, a serial entrepreneur based in Spain, to unpack what it really looks like to build an AI startup in today’s fast-moving landscape. We talked candidly about the similarities between the current AI boom and the dot-com era, why experience matters more than ever, and how Stan’s third startup finally hit product-market fit after years of grinding with no revenue.

We also got into the realities of scaling — from long workweeks and avoiding burnout to balancing clean code with customer demands. Stan shared how his team is using AI to reshape onboarding, training, and soft-skills development, while I reflected on career pivots, passion-driven work, and why playing the long game is essential in entrepreneurship. If you’re building, scaling, or rethinking your role in the AI era, this conversation will give you plenty to think about.

Links & Resources* Evolve Platform AI – Learn more about Stan’s AI-driven learning and development platform * https://evolveplatform.ai/articles/interview-with-stan-suchkov-ceo-and-co-founder-of-evolve * LinkedIn: https://es.linkedin.com/in/stan-suchkov

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Episode SummaryIn this episode, we dive into a critical paradox: AI is not failing organizations—leadership systems are. While companies are using AI to produce faster outputs, many are finding that their decision-making and coordination cannot keep pace, leading to a "coordination ceiling" where more technology actually creates more friction. We explore why AI often acts as a complexity amplifier rather than a productivity tool and how high-performing leaders are redesigning their "Leadership Operating System" to turn AI into a true force multiplier.

Key Discussion Points* The Bottleneck of Decision Latency: AI provides insights instantly, but action is often stalled by unclear ownership, layered approvals, and risk hesitation. Organizations are slow not because they lack data, but because they lack the decision infrastructure to act on it. * Escaping the "Pilot Trap": Many companies struggle because AI initiatives are fragmented and tested in isolation. Without end-to-end workflow ownership and cross-functional alignment, these pilots fail to integrate into how the business actually runs. * The Hidden Shift in Employee Burnout: Modern burnout is no longer driven solely by workload; it is now fueled by ambiguity and cognitive strain. Employees face "always-on judgment" and decision fatigue as they navigate unclear accountability while reviewing AI outputs. * Systemic Leadership Failures: We break down the three recurring failures in modern organizations: a lack of clear decision architecture, fragmented ownership across IT and business units, and the extreme overload placed on middle management. * Redesigning for Performance: High-performing organizations focus on optimizing decision flow over workflows. They define clear escalation paths, assign end-to-end process ownership, and proactively reduce cognitive load by simplifying reporting structures.

Key Takeaways for CEOs* Speed of Aligned Decisions: The modern competitive advantage is no longer just speed of execution, but the speed at which aligned decisions can be made. * Clarity vs. Chaos: Speed without clarity creates chaos; clarity is what creates scalable performance. * AI as a Stress Test: AI is not the transformation itself; it is a stress test that reveals whether a leadership system can handle speed, complexity, and scale. * Operational Discipline: The winners in the AI era won’t necessarily be the most technologically advanced, but the most operationally disciplined.

Final ThoughtA functional Leadership Operating System provides the decision clarity and operational rhythm necessary to prevent AI from amplifying dysfunction. Without it, AI will likely increase burnout and stall performance; with it, AI becomes a powerful catalyst for growth.

Schedule your Leadership Operating System Diagnostic:

https://BreakfastLeadership.com/LeadershipOS

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Episode Summary

If you’re building an online business and feeling overwhelmed by taxes, this episode is going to be a game-changer. I sat down with Reuben, who made the leap from physical therapy to becoming a tax consultant for e-commerce entrepreneurs, and we unpacked what online founders really need to know about navigating the U.S. tax system. From aggressive state tax policies (yes, we’re looking at you, California) to smart structuring strategies, we break down the myths and the must-knows.

We also dive into sales tax, marketplace facilitators like Amazon, international expansion into the U.S., and the truth about moving abroad to reduce tax liability. If you’ve ever wondered how to set your business up the right way from day one—or how to avoid expensive mistakes as you scale—this episode is packed with insights you don’t want to miss.

Links & Resources

• Free consultation with Reuben on tax liability and e-commerce tax strategy
• Information on U.S. tax treaties for international businesses
• Resources for structuring your online business the right way

Website: https://rjmtaxexemption.com

If you found this episode helpful, make sure to follow the podcast, leave a rating and review, and share it with another entrepreneur who needs clarity around taxes. It really helps us reach more business owners who are building bold things.

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This intelligence brief highlights a fundamental shift where structural execution and workflow design have surpassed strategy as the primary drivers of competitive advantage. While organizations report stable financial performance, leadership remains cautiously defensive due to persistent geopolitical instability and macroeconomic uncertainty.

The report emphasizes that the successful integration of artificial intelligence depends on embedding these tools into governed, repeatable operations rather than treating them as standalone upgrades. Consequently, modern business success is defined by organizational capacity and the ability to rewire systems to handle increasing complexity.

Ultimately, the data suggests that operational discipline and the redesign of decision-making frameworks are now more critical than mere growth intent.

Get your Leadership OS Diagnostic today:

https://BreakfastLeadership.com/leadershipos

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The Priority Crisis: Why Everything Feels Important—and Nothing Gets DoneEpisode OverviewIn this episode, we dive into the "Executive Intelligence Brief" from April 14, 2026, to explore a critical turning point for modern leadership. Organizations have reached a “decision saturation point,” where the bottleneck is no longer a lack of insight, but an overwhelming volume of simultaneous decisions competing for attention. We discuss why talent is no longer the primary differentiator for performance, why AI might be making your workload worse, and how the inability to say "no" is driving a new wave of employee burnout.

Key Discussion Points* The Decision Saturation Point Leaders are currently hitting a wall where prioritization systems are failing under the sheer volume of choices. We explore why organizations are struggling to move the needle despite having more data than ever before. * System Design vs. Talent Quality A major shift is occurring where the operating model—not talent—has become the performance ceiling. Even the highest-performing teams are underdelivering because of structural friction, such as unclear decision rights and misaligned incentives. * The AI Paradox: Capacity vs. Focus Contrary to popular belief, more capacity does not solve overload; it amplifies it. While AI accelerates insight generation, it is also increasing the cost of poor prioritization by allowing organizations to pursue too many opportunities simultaneously without the discipline to choose high-impact actions. * From Workload Overload to "Priority Overload" Employee burnout is evolving. It is no longer just about the number of hours worked, but the stress of competing priorities with equal urgency. When leadership fails to resolve what matters most, it creates a "priority overload" that stalls progress and exhausts the workforce. * The Accountability Gap in Cross-Functional Initiatives As critical initiatives increasingly span multiple functions, traditional siloed accountability models are failing. We examine why boards should be wary of major programs that lack a single point of end-to-end ownership, leading to initiatives that drift or underperform.

Strategic Insights for Leaders The CEO’s Secret Weapon: Performance is determined less by how much an organization can do and more by how clearly it chooses what not* to do. * Strategy as Exclusion: Strategy is as much about exclusion as it is about inclusion. Without enforced trade-offs, strategic execution is likely to collapse under its own weight. * Orchestration Over Tools: The value of AI is moving away from isolated tools and toward integrated, end-to-end workflows and ecosystem orchestration.

Actionable Takeaways* Implement Prioritization Frameworks: Organizations need structured systems to explicitly deprioritize tasks and reduce decision saturation. * Redesign Accountability: Move toward models that assign true end-to-end ownership across functions to eliminate responsibility gaps. * Enforce Trade-offs: Avoid launching simultaneous strategic initiatives without a corresponding plan to stop or delay existing ones.

Schedule your Leadership Diagnostic today: https://BreakfastLeadership.com/leadershipos

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In this episode of the Breakfast Leadership Show, Michael sits down with Vlad to unpack a long, disciplined path to financial freedom built on consistency, risk management, and mindset rather than hype or shortcuts.

Vlad shares his journey from immigrating to the United States from Ukraine in 1989 to rising into a senior role at a Fortune 500 company. While professionally successful, the cost was significant stress and declining health. Over the years, Vlad explored multiple entrepreneurial paths including trading systems, bots, real estate, and even operating a sandwich shop. None delivered sustainable freedom on their own.

What ultimately worked was a 15-year process of building a repeatable income system alongside his full-time job. Vlad explains how this approach created optionality rather than pressure, allowing him to achieve financial independence without needing to immediately exit corporate life. Michael highlights the leadership discipline required to play a long game rather than chase fast wins.

The conversation dives into Vlad’s low-risk trading philosophy, centered on selling strategies designed for predictability rather than market timing. With clearly defined downside protection and a focus on compounding, Vlad explains why consistency matters more than aggressive returns. Michael reinforces this perspective by referencing long-term investing principles often associated with Warren Buffett, emphasizing patience, clarity, and emotional control.

They also explore the psychology of trading and leadership, including the dangers of impulsive decisions, the importance of due diligence, and why any income strategy must align with an individual’s work ethic and lifestyle. As AI-driven disruption increases job insecurity, Michael frames alternative income streams as a leadership responsibility rather than a side hustle.

The episode closes with a discussion on economic diversification and personal resilience. Vlad extends a special offer to Breakfast Leadership Network listeners, providing free access to his community and strategy program, along with mentorship support to help professionals build sustainable income systems without excessive risk.

https://www.instagram.com/vladswingtrader

https://www.youtube.com/@vladswingtrader%E2%81%A9

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Have you ever left a meeting feeling productive, only to have your notes vanish into a "sea of tabs" or a half-finished notebook? In this episode, we dive into the critical 10-minute window after a meeting ends—the short timeframe where good ideas either become clear actions or drift into the "we should circle back" graveyard. We explore practical strategies from the Breakfast Leadership Network to ensure your meetings produce progress instead of just more meetings. -------------------------------------------------------------------------------- Key Takeaways:* Prioritize Outcomes Over Transcripts: The biggest post-meeting mistake is saving a word-for-word transcript rather than the outcome. Focus on capturing the three things that actually matter: decisions made, actions assigned, and open questions. * Leverage AI Assistance: Tools like Fireflies.AI can act as a meeting assistant to automatically capture conversations, identify deadlines, and generate structured summaries. This allows leaders to fill in gaps in their manual notes and ensure the final recap reflects the full conversation. * The Power of Single Ownership: Ideas only stay organized when they have a "home". Every action item must be assigned to a single owner (not a team) with a real deadline. If a task involves multiple people, one person should still be named responsible for coordinating to prevent accountability gaps. * Visual Organization as a Workflow: Whether using a physical whiteboard or a digital canvas, keep ideas visible. A consistent structure—including priorities, owners, blockers, and milestones—allows the team to immediately understand project status at a glance. * Closing the Loop: A meeting is not truly finished until a recap is shared. This follow-up should be a scannable "source of truth" containing decisions and action items, effectively handing off the discussion to the execution phase.

-------------------------------------------------------------------------------- Featured Tools & Concepts:* The 10-Minute Rule: Taking small organizing steps immediately after logging off to protect the value of the time spen. * Fireflies.AI: An AI-powered tool for structured meeting summaries and tracking follow-up questions. * Visual Board Layouts: Guiding attention to what needs action through structured digital or physical layouts

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Episode Summary

In this episode, I sit down with Randall Thames to explore what it really takes to lead organizations through change in today’s rapidly evolving world. From his journey in corporate America to founding the Inspirit Institute, Randall shares the experiences that shaped his leadership philosophy and the mission behind his book Rise to the Role.

Together, we unpack how inspiration, structure, and intentional systems work together to drive real transformation.

We also dive into the growing role of AI in business and leadership. Instead of treating

AI as a quick fix, Randall explains why leaders must first build awareness, align their goals, and use AI as a resource for insight rather than a replacement for human intelligence. Along the way, we discuss the importance of patience, quality work, strong processes, and lifelong learning...essential ingredients for leaders navigating change in a fast-paced world.

Links & Resources

• Randall’s book: Rise to the Role
• Inspirit Institute
• Randall’s website and social media (mentioned during the episode)

If you enjoyed this conversation, be sure to follow, rate, and review the podcast, and share the episode with someone who’s passionate about leadership, innovation, and navigating change.

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Episode SummaryIn this two-part conversation, I sat down with Christopher Zdenek, a former architect who became one of the quiet pioneers behind anatomically designed ergonomic chairs. Christopher shared how a simple conversation with a physical therapist sparked a deep curiosity about why most chairs cause discomfort — and how that curiosity turned into designs that would later become industry standards, even if his name never became widely known.

We talked about why choosing the right chair is far more personal than most people realize, how body size, work style, and posture all play a role in long-term health, and why aesthetics too often win over function. Christopher also introduced his unique way of analyzing markets through human developmental stages — a framework that helped him predict the growing demand for ergonomic solutions years before it became mainstream. We wrapped up with a preview of his upcoming book, which explores these patterns and what they mean for individuals, organizations, and society.

Links & Resources Where We Go From Here TV – Videos and in-depth workshop webinars exploring Christopher’s pattern analysis and related topics * SomaErgo.com * Christopher’s upcoming book on human development patterns (releasing end of March, 2026)*

Final ThoughtsIf this episode made you rethink your chair, your workspace, or how much your environment affects your health, make sure to follow the podcast, leave a review, and share this episode with someone working from home or setting up an office. Small changes add up — and your body will thank you for it.

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In this episode, we explore why collaboration is a strategic advantage rather than just a workplace buzzword. We dive into recent research and practical frameworks that help leaders shift their teams from individual contribution to true interdependence. From the "Bring and Need" framework to the surprising link between partnership and employee retention, this conversation provides a roadmap for designing a culture that drives engagement and reduces burnout.

Key Takeaways:

• The Shift to Interdependence: Collaboration is not just about working alongside others; it requires understanding how individual strengths interact to enhance collective performance.
• The "Bring and Need" Framework: A practical tool where team members explicitly state what they "bring" to a partnership (strengths) and what they "need" from others to succeed.
• The Retention Connection: Employees with at least one strong collaborative partner are 29% more likely to stay for another year and 42% more likely to stay across their career.
• Shared Language is Key: Using a structured strengths framework provides a common vocabulary that reduces misunderstandings and improves alignment.
• Leadership as a Catalyst: Culture is shaped more by leadership behavior than by tools. Leaders must model vulnerability, recognize strong partnerships publicly, and prioritize relational development.
• Ongoing Discipline: Collaboration is not a one-time workshop but a recurring discipline that requires weekly interactions and regular coaching conversations.

Practical Strategies for Leaders:

1. Implement Strength Mapping: Use structured sessions to help teams name how they work best.
2. Formalize Systems: Establish clear team agreements, defined decision rights, and structured collaboration check-ins to reduce ambiguity.
3. Reinforce Behavior: Publicly reward collaborative efforts and encourage the open articulation of needs during meetings.
4. Focus on Partnerships: Move beyond just tracking metrics and start holding regular check-ins focused on the health of team partnerships.

Final Thought: In volatile environments, a well-designed collaborative culture acts as a stabilizing force that aligns talent and accelerates execution.

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Episode SummaryIn this two-part conversation, I sat down with Christopher Zdenek, a former architect who became one of the quiet pioneers behind anatomically designed ergonomic chairs. Christopher shared how a simple conversation with a physical therapist sparked a deep curiosity about why most chairs cause discomfort — and how that curiosity turned into designs that would later become industry standards, even if his name never became widely known.

We talked about why choosing the right chair is far more personal than most people realize, how body size, work style, and posture all play a role in long-term health, and why aesthetics too often win over function. Christopher also introduced his unique way of analyzing markets through human developmental stages — a framework that helped him predict the growing demand for ergonomic solutions years before it became mainstream. We wrapped up with a preview of his upcoming book, which explores these patterns and what they mean for individuals, organizations, and society.

Links & Resources Where We Go From Here TV – Videos and in-depth workshop webinars exploring Christopher’s pattern analysis and related topics * SomaErgo.com * Christopher’s upcoming book on human development patterns (releasing end of March)*

Final ThoughtsIf this episode made you rethink your chair, your workspace, or how much your environment affects your health, make sure to follow the podcast, leave a review, and share this episode with someone working from home or setting up an office. Small changes add up — and your body will thank you for it.

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Episode SummaryAI is not improving leadership decision-making. It is exposing where ownership is unclear, accountability is weak, and leadership systems are breaking down.

In this episode, we unpack why organizations deploying AI are experiencing slower execution, increased friction, and rising burnout. The core issue is not technology. It is the absence of clear decision ownership.

You will learn why accountability gaps are now the biggest constraint on performance, how “responsibility creep” is driving leadership fatigue, and what high-performing organizations are doing differently to restore clarity and execution speed.

Key Takeaways1. AI is exposing accountability gapsOrganizations cannot clearly define who owns outcomes when AI is involved. When ownership is unclear, execution slows and risk increases.

1. Decision ownership matters more than decision qualityThe competitive advantage is no longer better insights. It is clear accountability. If no one owns the decision, AI will create confusion instead of value.

2. Strategy is now about sequencing, not directionLeaders are not failing because of poor strategy. They are failing because they are trying to do too much at once. Execution requires disciplined sequencing and prioritization.

3. Responsibility creep is driving burnoutLeaders are being held accountable for more decisions, more systems, and more outcomes without simplification. This is creating cognitive overload and decision fatigue at the executive level.

4. Shared accountability is a mythMultiple teams can contribute to a decision. Only one leader can be accountable for the outcome. Without this clarity, decisions stall and performance suffers.

5. AI should support decisions, not replace ownershipAI provides inputs and recommendations. Leaders must still own the outcome. Treating AI as a decision-maker creates risk and delays.

Core ProblemMost organizations have:

• multiple AI tools
• distributed decision inputs
• unclear ownership structures

This results in:

• delayed decisions
• duplicated work
• diluted accountability
• reduced ROI from AI

What High-Performing Organizations Do DifferentlyThey redesign their leadership systems around accountability:

• Define who owns inputs, decisions, and outcomes
• Assign one accountable owner per workflow
• Sequence initiatives instead of overloading teams
• Integrate AI into planning and decision processes
• Remove friction instead of adding layers

Leadership InsightThe next leadership advantage is not speed or intelligence.

It is clear ownership of decisions.

Without accountability clarity:

• speed creates chaos
• intelligence creates noise

With accountability clarity:

• execution scales
• performance improves

Boardroom QuestionWho owns the outcome of every AI-influenced decision in your organization?

If the answer is unclear, you have a governance gap.

Call to ActionIf your organization is deploying AI but not seeing results, the issue is not the tools.

It is your leadership system.

Schedule a Leadership Operating System review:

https://BreakfastLeadership.com/LeadershipOS

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Today's brief: https://www.breakfastleadership.com/blog/executive-intelligence-brief-march-26-2026

AI adoption is accelerating, but many organizations are seeing slower execution, not faster results. In this episode, we break down the real issue: fragmented AI systems, unclear ownership, and leadership structures that cannot support integrated execution.

You will learn why execution fragmentation is now the primary AI failure point, how leadership is shifting from strategy to constraint removal, and why investor pressure is forcing a new focus on productivity per employee. We also explore the rise of AI operating cadence, the hidden burnout driver of unresolved escalation, and what boards should be questioning about AI ROI.

If your organization is adding more tools but not seeing better outcomes, this episode will help you understand why and what to do next.

Key Topics:

• Execution fragmentation and AI failure
• Leadership as constraint removal
• Measuring productivity per employee
• AI in performance management systems
• Burnout from unresolved escalation
• AI operating cadence and governance
• Consolidating AI for real ROI

Connect & Learn More:

🌐 https://BreakfastLeadership.com/blog

📘 Burnout Proof: https://amzn.to/4l3fW0M

📗 Workplace Culture: https://amzn.to/4ofDBxQ

🎯 Book your Leadership Operating System review:

https://BreakfastLeadership.com/LeadershipOS

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In this episode of the Breakfast Leadership Show, Michael sits down again with Ryann Liebl to explore what it really takes to build a sustainable career in the entertainment industry without losing yourself in the process.

Ryann shares her journey from growing up in rural Wisconsin to working in film, reflecting on how early exposure to nature, independence, and storytelling shaped her creative instincts. What began as a freshman-year audition quickly turned into a lifelong pursuit of acting and filmmaking, grounded in curiosity, discipline, and respect for the craft.

Michael and Ryann reflect on growing up in a pre-internet era, where freedom, accountability, and real-world consequences accelerated maturity. They discuss how trust from parents and mentors helped shape resilience, decision-making, and personal responsibility, traits that remain critical in high-pressure creative industries today.

The conversation turns to the contrast between Midwestern values and Hollywood culture. Ryann explains how humility, work ethic, kindness, and team orientation can become strategic advantages in an industry often driven by ego and rejection. Understanding entertainment as a business, not just an art form, emerges as a recurring theme, particularly for younger creatives entering the field.

Michael and Ryann also address authenticity and integrity. They examine how people can lose themselves chasing success, and why staying anchored to personal values is essential for long-term fulfillment. Ryann outlines three common reasons people exit the industry: overwhelming barriers, toxic influences, and ethical compromises.

The episode closes with reflections on meaningful storytelling, Ryann’s experience producing her own film in Wisconsin, and the importance of supportive relationships. Ryann also highlights ongoing challenges for women in entertainment and acknowledges recent progress toward fair compensation and better treatment for crews across film and television. A memorable moment includes her positive encounter with John Travolta, reinforcing how professionalism and humanity still matter in the business.

This conversation is a grounded look at creativity, leadership, and staying whole in an industry that often rewards anything but.

https://www.instagram.com/ryann.liebl/

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Selling a business is one of the most important financial decisions an entrepreneur will ever make. Yet, most owners wait far too long to think about exit planning and often leave significant money on the table.

In this episode of the Breakfast Leadership Show, Michael sits down with Marvin Karlow, former physicist, corporate executive, and founder of Raincatcher, to unpack how small business owners can dramatically increase the value of their companies before exiting.

Marvin shares why exit planning should begin years before you plan to sell, even if selling feels distant. He explains how many small businesses struggle to find qualified brokers, and how this gap leads to undervaluation, weak deal structures, and missed opportunities.

One of the most powerful insights Marvin offers is his firm’s approach of providing free business valuations. This allows owners to clearly understand what their company is worth today, identify hidden value, and uncover practical steps to improve future valuation.

Marvin also walks through their auction-style selling process, inspired by middle-market investment banking strategies. Instead of listing a business and hoping the right buyer appears, his method creates competitive buyer environments, driving higher offers, better terms, and stronger deal certainty.

Michael and Marvin explore the unpredictable nature of buyers, illustrating how seemingly unlikely prospects can become perfect matches. From national brands to individual entrepreneurs, broad outreach creates opportunities most sellers never consider.

If you are a business owner thinking about selling now or in the future, or an investor searching for quality acquisition opportunities, this episode offers practical, strategic, and actionable guidance.

Connect with Marvin Karlow:
Email: Marvin.Karlow@raincatcher.com

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Episode OverviewBurnout is often framed as a personal capacity issue, but that explanation falls apart under scrutiny. In this episode, we challenge the conventional narrative and explore a more accurate diagnosis: burnout is a system output, not an individual failure.

If effort is increasing but progress is stalled, the issue is not energy. It is architecture. Organizations without a defined Leadership Operating System (LOS) create conditions where change becomes difficult, inconsistent, or outright impossible.

The Problem with the “Capacity” NarrativeMany leaders believe burnout happens because people are too exhausted to change. That’s incomplete.

What’s actually happening in most organizations:

• Priorities are conflicting or constantly shifting
• Decision ownership is unclear
• Work is reactive instead of intentional
• Recovery is treated as optional

When teams say, “We don’t have the capacity,” what they really mean is:

Any attempt to change will be overridden by how the system operates.

This distinction matters.
If burnout is personal, you fix the individual.
If burnout is structural, you redesign the system.

Why “Start Small” Advice Breaks Down“Start small” sounds practical. It reduces resistance. It feels achievable.

But in complex organizations, it often fails.

Burnout isn’t caused by one behavior. It’s the result of accumulated system pressure:

• Too many strategic priorities running simultaneously
• Leaders buried in excessive meetings
• Decisions stuck in escalation loops

In these environments:

• Small tweaks don’t reduce workload
• Pauses don’t eliminate competing demands
• Mindset shifts don’t clarify authority

The system keeps producing the same outcomes.

Burnout as a Predictable System OutputBurnout is not random. It shows up when specific conditions persist:

• Demand exceeds sustainable capacity
• Priorities are unconstrained
• Decision-making is slow or ambiguous
• Feedback loops are weak

Research consistently supports this. Burnout correlates more with workload, role clarity, and fairness than with individual resilience.

Translation:
Burnout is engineered into the system.

The Trap of Individual SolutionsOrganizations often default to individual-level fixes:

• Mindfulness
• Time management
• Cognitive reframing
• Habit optimization

These tools have value. But they are insufficient on their own.

They shift responsibility away from the system and onto the individual:

• “Manage your energy better”
• “Think differently”
• “Optimize your habits”

High performers adapt.
They absorb the dysfunction.
And over time, they burn out faster.

The Real Issue: No Leadership Operating SystemOrganizations struggling with burnout almost always lack a defined Leadership Operating System.

A true LOS defines:

• How decisions are made
• How priorities are set and constrained
• How work flows across teams
• How accountability is assigned
• How recovery is built into execution

Without it, organizations default to:

• Reactive decision-making
• Overcommitment
• Meeting overload
• Misaligned incentives

This isn’t a talent issue.
It’s a system design failure.

Why Burnout Makes Change Feel ImpossibleWhen the system is broken:

• Effort doesn’t produce results
• Decisions are delayed or reversed
• Work expands faster than it’s completed
• Recovery is deprioritized

This creates a feedback loop:

1. Increased effort
2. Limited progress
3. Frustration and fatigue
4. Reduced perceived capacity
5. Avoidance of change

At that point, change doesn’t feel difficult.
It feels irrational.

What Actually Reduces Burnout at ScaleIf burnout is structural, the solution must be structural.

Effective organizations focus on:

1. Decision Clarity
   Define ownership and eliminate unnecessary escalation.

2. Priority Constraints
   Limit active initiatives. Most organizations are overcommitted.

3. Operating Cadence
   Establish consistent rhythms for planning, execution, and review.

4. Meeting Architecture
   Redesign meetings based on decision value, not habit.

5. Recovery Design
   Build recovery into workflows, not as an afterthought.

These are not wellness tactics.
They are leadership system interventions.

The Leadership ShiftThe wrong question:

What should individuals do differently to avoid burnout?

The right question:

What in our system is producing burnout, and why does it persist?

This shift moves burnout from a personal problem to an operational one.
And that’s where real change becomes possible.

Key Takeaways* Burnout is not primarily a capacity issue * It is the output of misaligned systems * Individual solutions without system redesign will fail * A Leadership Operating System is the leverage point for sustainable performance

Bottom LineIf you want to reduce burnout, stop asking people to do more with less.

Fix the system they operate in.

Because sustainable performance is not built on effort.

It’s built on architecture.

FAQsIs burnout always caused by leadership?
Not always, but leadership systems heavily influence workload, priorities, and decision clarity.

Do small changes help?
They can provide short-term relief, but without system redesign, they rarely last.

What is a Leadership Operating System?
A structured approach to managing decisions, priorities, accountability, and execution at scale.

Visit https://BreakfastLeadership.com/LeadershipOS

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I. The Crisis of Brittle WorkflowsThe Pilot Problem
A 2025 MIT study found that 95% of generative AI pilot projects fail to produce measurable bottom-line impact.

Workflow Misalignment
Most failures are not technical. They happen because organizations try to bolt AI onto fragile, outdated workflows that were never designed for machine collaboration.

The Success Factor
Companies that successfully implement AI are three times more likely to redesign their workflows instead of simply adding tools.

Intentional Design
Meaningful business impact comes from intentionally redesigning work, not installing another plugin.

II. The Rise of Agentic AI: From Tool to CollaboratorWhat is Agentic AI?
Agentic AI moves beyond simple assistants. These systems have memory, reasoning capability, and a degree of autonomy.

The Observe-Plan-Act Model

Agentic systems operate through three capabilities:

• Observe – gather context and signals
• Plan – evaluate options and determine actions
• Act – execute tasks across systems and platforms

A Shift in Mindset

The real opportunity appears when organizations stop treating AI as a tool and start treating it as a collaborator inside workflows.

The Strategic Blueprint

Instead of automating broken processes, organizations must rethink workflows from first principles and redesign them for human-AI collaboration.

III. The Leadership and Culture MandateAI and Burnout Prevention

Used correctly, AI should reduce friction and cognitive overload, not simply increase expectations for productivity.

Restoring Cognitive Bandwidth

When AI handles administrative triage and repetitive tasks, leaders and teams regain bandwidth for:

• judgment
• creativity
• relationship building
• strategic thinking

Culture as Infrastructure

AI transformation fails when culture is ignored. Leaders must treat culture as core infrastructure, or they create what can be called culture debt, where technology outpaces trust and alignment.

Support vs Surveillance

AI itself is neutral.

Leadership intent determines whether AI becomes:

• a support system that enables better work, or
• a surveillance system that erodes trust.

IV. New Roles and Human-AI ComplementarityEmerging Roles

The AI era is already creating new positions, including:

• AI Workflow Architects
• Human-AI Collaboration Coaches
• Algorithmic Ethics Officers

Human-AI Complementarity

The strongest teams combine human judgment and values with machine precision and scalability.

Cognitive Augmentation

AI enhances core cognitive functions:

• Reasoning – consistency engines that reduce decision bias
• Memory – institutional knowledge repositories
• Attention – anomaly detection across massive datasets

V. Real-World Case StudiesJPMorgan Chase

Their COiN AI system analyzes commercial loan agreements and saves an estimated 360,000 hours of legal review annually.

PwC

Using coordinated teams of AI agents, PwC reports productivity gains of:

• 40% in finance functions
• 50% in IT operations

Mayo Clinic

AI tools now automate laboratory processes, improving quality and helping labs handle rising testing volumes amid workforce shortages.

Executive Takeaways* Leadership effectiveness drives AI success. Research suggests 47% of AI transformation outcomes depend on leadership, not technology. * AI must create margin, not simply increase demand on employees. * Organizations that redesign workflows for human-AI collaboration unlock the real value of AI. * By 2027, twice as many executives expect AI agents to make autonomous decisions within workflows compared to today.

Schedule your Executive Diagnostic here: https://www.breakfastleadership.com/executivediagnostic

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Episode Summary

In this episode, I sit down with Derek from Better U to unpack a massive problem in modern healthcare: fragmentation. Why does it feel like mental health, hormones, nutrition, and primary care all live in separate silos? And more importantly—what happens when no one is connecting the dots? We dive into the gaps between providers, the real-life consequences for patients, and why holistic, integrated care isn’t just a buzzword—it’s a necessity.

We also explore how AI-powered healthcare tools could radically shift the way patients advocate for themselves, shorten the painful trial-and-error treatment process, and personalize care like never before. Derek opens up about his own journey through burnout, depression, medication side effects, and hospitalization—and how that experience shaped his mission to build something better. If you’ve ever felt lost navigating the healthcare system, this conversation will open your eyes to what’s possible.

Links & Resources

• Better U

If you found this episode valuable, please take a moment to rate, follow, share, and leave a review. It helps more than you know—and it helps us continue bringing you conversations that truly matter.

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Human Leadership in the Age of AIIn this episode of the Breakfast Leadership Show, Michael sits down with Merry-Carole Powers, founder and CEO of Unicorn Creative, to explore what human leadership must look like in an era increasingly shaped by AI.

Rather than framing AI as a threat, the conversation centers on grounding leadership in self-awareness, compassion, and personal development. Merry Carole shares why reconnecting with individuality, passion, and natural strengths is essential not only for effective leadership, but also for preventing burnout in high-performing environments. Together, they unpack how grounded leadership is becoming more critical as organizations navigate uncertainty, rapid change, and global disruption.

Finding Your Unique Business VoiceMerry-Carole dives deep into the idea that leadership and branding are no longer about what you do, but who you are.

She explains how uncovering and expressing a unique personal and business voice creates stronger emotional resonance with clients, customers, and teams. This shift toward authenticity helps build healthier company cultures and more sustainable businesses. The discussion also highlights internal leadership, the practice of leading yourself first by understanding your values, motivations, and identity beyond titles or external expectations.

Burnout emerges as a key theme, with Merry Carole emphasizing that self-knowledge and authentic expression allow people to align their work with what genuinely matters to them, reducing exhaustion and disengagement.

Empowering Humanity Through TechnologyMichael and Merry Carole explore how AI and technology can be leveraged to support humanity rather than replace it. They discuss the importance of honoring individuality in the workplace, especially among younger generations who prioritize meaning, flexibility, and authenticity.

Merry Carole shares her perspective on using AI to eliminate low-value tasks so people can focus on creative, relational, and purpose-driven work. Michael adds the concept of a “corporate bucket list” as a way for leaders to intentionally plan for innovation, culture-building, and future-focused initiatives.

The episode closes with a reminder that time is more than money, and that human connection, including in-person interaction, remains irreplaceable when it comes to trust, creativity, and meaningful leadership.

Key Themes:

• Human-centered leadership in the age of AI
• Identity, authenticity, and burnout prevention
• Using technology to create space for creativity and connection
• Leading yourself before leading others

A timely conversation for leaders who want to scale impact without sacrificing humanity.

Merry Carole Powers is a recognized expert in diversity, equity, and inclusion (DEI), as well as a creative leader with over two decades of experience shaping global brands and corporate cultures. As Creative Director for Sustainability, Purpose, and DEI at Deloitte, she led initiatives that embed human-centered values and inclusive practices into the core of business strategy. Her professional journey includes senior creative and content strategy roles at leading organizations such as Deloitte, Vanguard, and Leo / Publicis Worldwide, where she has driven brand awareness and innovative campaigns while championing individuality and purposeful impact.

Powers is deeply passionate about empowering people to transcend societal labels and embrace their unique strengths. Her book, The Great Human Rebrand, challenges conventional thinking about identity and advocates for a more authentic, inclusive approach to personal and professional development. The book challenges our traditional approach to careers and life and offers a fresh perspective on how to navigate the complex landscape of modern business while maintaining a focus on humanity and unity.

She is also the founder of Unicorn Kreative, a Philadelphia-based company dedicated to unlocking human and business potential through strategic storytelling, culture building, and purpose-driven creativity.

https://www.greathumanrebrand.com/

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The Role of Executive Leadership in Shaping Company Culture and Preventing BurnoutSource article: https://www.breakfastleadership.com/blog/he-role-of-executive-leadership-in-shaping-company-culture-and-preventing-burnout

In this Deep Dive episode, we unpack a foundational leadership truth: culture is not messaging. It is behavior at scale. And it begins with executive leadership.

This conversation moves beyond surface-level engagement tactics and examines culture as strategic infrastructure. If you want to assess organizational health, do not start with the employee survey. Start with leadership behavior. What leaders tolerate, reward, ignore, and model becomes the company’s operating system.

Culture Is a Leadership DisciplineDrawing on research from Gallup and McKinsey & Company, the discussion highlights a critical point: managers account for at least 70 percent of the variance in employee engagement, and organizations with performance-aligned cultures significantly outperform peers.

Culture is not soft. It is structural. It is measurable. And it is directly tied to financial outcomes.

The episode challenges the common executive mistake of delegating culture to HR. High-performing organizations treat culture as a leadership discipline, not a department function.

The Mirror Effect and Emotional ContagionLeaders set the emotional climate of the enterprise.

Referencing findings published by Harvard Business Review, the episode explores behavioral contagion. Executive emotional states cascade through teams. If leaders operate in chronic urgency, the organization mirrors urgency. If leaders model accountability, transparency, and regulation, those behaviors scale.

A key theme emerges: executive nervous system management is not self-help language. It is performance strategy.

If leadership is dysregulated, no wellness program will repair the culture.

Incentives Reveal the Real ValuesMany organizations declare collaboration, innovation, or integrity as core values. Yet compensation and promotion systems often reward individual output at any cost.

That misalignment is not a culture problem. It is a leadership integrity problem.

Referencing research from Deloitte, the discussion reinforces that organizations with alignment between mission and business strategy demonstrate greater resilience during disruption.

Vision, incentives, and modeled behavior must align. Without alignment, culture becomes performative.

Psychological Safety as a Performance LeverThe episode revisits insights from Google’s Project Aristotle research, which identified psychological safety as the primary predictor of high-performing teams.

Psychological safety is not politeness. It is accountability without fear.

Leaders create this environment by:

• Admitting mistakes
• Inviting dissent
• Responding to failure with curiosity rather than blame

You cannot scale performance without scaling trust.

Burnout Is a Structural SignalBurnout is often misdiagnosed as an individual resilience issue. The episode reframes it as a culture metric.

According to the World Health Organization, burnout is an occupational phenomenon resulting from chronic workplace stress that has not been successfully managed.

If executives create unclear priorities, constant urgency, unrealistic workloads, and low autonomy, burnout becomes predictable.

Sustainable performance requires engineered capacity:

• Clear priorities
• Defined decision rights
• Normalized recovery
• Sustainable workload design

Calm is not passive. Calm is controlled intensity.

Top-Down Directional ClarityBuilding culture from the top does not mean command-and-control leadership. It means clarity.

Exceptional leaders:

1. Articulate a compelling vision
2. Model required behaviors
3. Design systems that reinforce those behaviors

When executives abdicate culture design, informal power structures take over. Informal culture rarely aligns with long-term strategy.

Executive Culture AuditThe episode closes with a practical executive checklist:

• Are leadership behaviors consistent with stated values?
• Do incentives reward long-term thinking?
• Is psychological safety measurable?
• Are burnout indicators treated as operational metrics?
• Does communication cascade clearly?

The organizations that will outperform in the next decade will not simply adopt AI or analytics. They will build resilient human systems.

Culture is engineered.
Performance is designed.
Leadership behavior is the starting point.

If this episode resonated, explore further insights in Workplace Culture and Burnout Proof, and visit BreakfastLeadership.com for additional executive-level analysis on sustainable high performance.

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In this episode, Michael sits down with Jake Knox to unpack what mentorship actually looks like when it works in the real world. Jake shares insights from his newly released book, Oak Logs and Gasoline, a practical guide born from years of conversations with his four sons and his lived experience mentoring young people and professionals.

From Conversations to a Mentorship PlaybookJake explains how Oak Logs and Gasoline came together and why it is intentionally practical. The book tackles issues many people quietly struggle with: stress, loneliness, finding purpose, and navigating hard conversations. Rather than theory, Jake focuses on grounded guidance mentors can actually use and young people can immediately apply.

Mentorship in the Modern WorkplaceMichael and Jake explore how mentorship must evolve as younger generations enter the workforce. Technology, social dynamics, and expectations have changed, and mentors who rely on outdated approaches risk missing the connection entirely. Jake emphasizes adapting communication styles, building trust first, and understanding the world mentees are actually living in. A standout theme from the book is identifying and using your personal “superpower” to create positive impact at work and in life.

Learning to Adapt and Start FreshMichael shares a personal story about struggling in a college class, then succeeding after switching professors. The lesson is clear: sometimes progress requires a reset, not more pressure. That same principle shows up in his current role mentoring a graduate student navigating academic and career uncertainty alongside family responsibilities. Mentorship, at its best, creates clarity rather than adding weight.

Meeting Mentees Where They AreA central takeaway from the conversation is the importance of meeting mentees where they are instead of projecting our own assumptions onto them. Jake shares examples of how this mindset transforms conversations with young people and workplace teams. The discussion closes with reflections on how Jake’s book has opened unexpected doors and why creating safe, open dialogue remains the foundation of meaningful mentorship.

This episode is a grounded reminder that mentorship is not about having the right answers. It is about asking better questions, listening without judgment, and creating space for people to find their own voice.

Book: https://amzn.to/4q6tMSG

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Michael sits down with Christopher to unpack the power of combining CPA and legal expertise for small business owners. With dual credentials, Christopher explains how founders benefit from a single, trusted advisor who understands tax codes, legislation, acquisitions, and risk, reducing friction and costly missteps.

The conversation explores intentional business strategy and why due diligence matters before launching or scaling. Christopher shares the origin of his book 168 Hours, created to bridge the gap between theory and execution, and calls out common mistakes like prioritizing advertising before solid financial planning. Michael reinforces the importance of timing, surrounding yourself with experienced advisors early, and using professionals proactively, not reactively.

They also discuss proactive planning at key inflection points such as cash flow strain, rapid growth, and exit preparation. The episode closes with insights on doing things right the first time, recognizing trends early, and building infrastructure that supports long-term value creation. Christopher also shares details about his podcast Blabo and where to find his work.

Bio — Chris PapinChris Papin, owner of Papin CPA, where I bring a rare combination of legal and accounting expertise to help business owners navigate the complex intersection of finances, compliance, and growth strategy. With a Bachelor’s and Master’s degree in accounting from University of Oklahoma, I became a Certified Public Accountant in 2007 and earned my Juris Doctor from Oklahoma City University School of Law in 2008.

Admitted to practice before the United States Tax Court in 2010, I’ve been recognized early in my career by the Oklahoma Bar Association Leadership Academy (2009‑10) and honored by the Oklahoma Society of Certified Public Accountants as a “Trailblazer” in 2010. (legendarypodcasts.com)

At Papin CPA we take a holistic advisory role — I’m not just your CPA or your attorney —I’m a strategic partner who understands both the numbers and the legal implications behind them. Our firm’s innovative approach was acknowledged in 2017 when we received the Thomson Reuters Innovation Award for client‑centric growth and in 2022 we were recognized among the “Top Emerging Firms of the Year” for our forward‑thinking impact and commitment to excellence.

Whether you’re a small business owner seeking clarity on tax strategy, regulatory risk or overall growth planning, I bring the dual lens of law and accounting to guide you toward actionable solutions. I’m deeply committed to forging lasting client relationships and helping companies move from reactive to proactive—so your time and resources serve your vision, not just your compliance needs.

Ready to dive into strategy, ethics and growth? Let’s turn complexity into clarity.

https://www.linkedin.com/in/chrispapin/

https://www.papincpa.com/

https://papinspeaks.com

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What if lower stress is not a personal failure issue, but a policy decision?

In this episode, we explore a global study identifying the world’s most tranquil nations and what they are doing differently. Countries like Denmark, the Netherlands, and Germany are leading in personal well-being not because they work harder, but because they work smarter and protect boundaries. These nations prioritize work-life balance, mandate generous vacation time, and reject the cultural narrative that glorifies burnout.

France reinforces the structural importance of leisure, embedding rest into its labor policies and national identity. Finland consistently ranks among the highest in life satisfaction, driven by cultural resilience, trust, and a deep societal focus on happiness.

The takeaway is clear: stress reduction is not random. It is systemic. It reflects values, laws, leadership, and cultural norms that place human wellness above constant productivity.

If you are navigating high-pressure environments, leading teams, or trying to reclaim your own mental clarity, these “chill champion” nations offer a blueprint. The question is not whether it is possible to reduce stress. The question is whether we are willing to design for it.

Key Discussion Points

• Why Denmark, the Netherlands, and Germany outperform others in well-being
• How policy decisions shape workplace culture
• The hidden cost of glorifying professional burnout
• France’s cultural protection of leisure time
• Finland’s resilience model and life satisfaction rankings
• What leaders can implement today to reduce systemic stress

Actionable Takeaways

1. Audit your calendar and protect non-negotiable recovery time.
2. Evaluate whether your team rewards output or sustainability.
3. Redesign performance expectations around long-term effectiveness, not short-term exhaustion.
4. Normalize rest as a strategic advantage.

Why This Matters

Burnout is not inevitable. It is designed into systems that value relentless productivity over human capacity. These global examples prove that another model works.

If we want calmer leaders, healthier teams, and sustainable performance, we must stop treating stress as a badge of honor and start treating well-being as infrastructure.

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In this episode of the Breakfast Leadership Show, Michael sits down with Yancy to explore a powerful journey from career burnout to purpose-driven leadership. What began as a successful career in green building ultimately led to a health crisis that forced Yancy to confront the cost of overperformance, unconscious habits, and chronic self-neglect. That reckoning became the catalyst for creating Casa Alternavida, a leadership and wellness retreat center in Puerto Rico designed to help leaders reset, recalibrate, and lead sustainably.

Yancy shares the real, unpolished reality behind the transition including a two-year remote phase-out from his corporate role, navigating hurricanes, financial strain, and the pandemic. Rather than derailing the mission, each disruption deepened his coaching capacity and clarified the work he was meant to do. The same burnout patterns that once drove his own collapse now show up repeatedly in the leaders who attend his retreats, reinforcing a simple truth: burnout is rarely a personal failure; it is a leadership signal.

From Career Success to Conscious LeadershipYancy walks listeners through the internal and external shifts required to move from traditional success metrics to values-driven leadership. Leaving a stable career was not a dramatic overnight leap. It was a slow, uncomfortable disentangling process marked by uncertainty and resilience.

The environmental challenges faced in Puerto Rico, from hurricanes to infrastructure breakdowns, mirrored the internal rebuilding leaders must do after burnout. These experiences shaped the retreat philosophy: growth is forged in disruption, not comfort.

That insight ultimately led Yancy to write a book grounded in lived experience, not theory, offering leaders a roadmap to recognize burnout early and respond with intention rather than collapse.

The Real Root Causes of BurnoutMichael and Yancy unpack burnout beyond surface-level stress management. Yancy identifies three recurring root causes he sees consistently in leaders:

1. Neglect of physical well-being
   Leaders often treat their bodies as tools rather than systems, ignoring sleep, nutrition, and recovery until health forces their attention.
2. Unconscious communication patterns
   Unspoken expectations, unresolved tension, and misalignment quietly drain energy and erode trust, both internally and within teams.
3. The “superhero complex” driven by the inner critic
   Many leaders operate from a belief that they must carry everything alone. This identity is often praised externally while silently destroying capacity from the inside.

Through the lens of self-leadership, these patterns can be interrupted. Awareness creates choice, and choice restores agency.

Why Retreats Create BreakthroughsThe conversation highlights why immersive retreats remain one of the most effective environments for leadership transformation. Removed from constant digital noise and performance pressure, leaders experience time differently. Presence expands. Nervous systems downshift. Perspective returns.

Yancy explains that when people reconnect with their senses and the natural environment, clarity accelerates. Decisions that once felt overwhelming become obvious. Productivity improves not because leaders push harder, but because they stop leaking energy.

Michael reinforces that self-care is not a reward for hard work; it is the infrastructure that makes sustainable leadership possible.

Leadership That LastsYancy also discusses his book, Amplify Your Leadership, which distills the tools, practices, and frameworks he teaches at Casa Alternavida. The book is designed for leaders who want to scale impact without sacrificing health, relationships, or integrity.

The episode closes with an invitation for listeners to rethink how they define success and to recognize burnout as an early warning system rather than a breaking point.

Key Takeaways* Burnout is not a weakness; it is feedback * Self-leadership precedes sustainable external leadership * Presence and recovery increase performance, not reduce it * Leaders do not need more pressure; they need better systems * Conscious communication and body awareness are non-negotiable leadership skills

Learn MoreTo learn more about Yancy’s work, retreats, and leadership resources, listeners are encouraged to explore his programs and writing through Casa Alternavida.

https://www.yancywright.com/

https://www.casaalternavida.com/

ABOUT YANCY

A visionary facilitator and coach, Yancy Wright guides organizations to new horizons. For almost two decades, he has been at the forefront of behavior change, aiding leaders and teams in resolving pain points such as communication breakdowns, misaligned values, silos, and resistance to change. His strength lies in championing value-aligned communication and igniting collaboration through authentic emotional intelligence.

Emerging from his own career burnout as a luminary in Seattle's green building industry, Yancy founded Alternavida in 2013. For over a decade, he has curated impactful learning experiences for esteemed organizations like CBRE Real Estate, Blanchard, Money Group, AbbVie, and Dell Children's Hospital Foundation. Yancy's nature-centric team-building approach doesn't just transform mindsets; it empowers executives to lead authentically from the very core of their being.

In 2017, Yancy reached a major milestone by designing and constructing Casa Alternavida, a tropical leadership retreat center transformed from an old, abandoned structure. Nestled between a lush rainforest and a warm ocean, this Puerto Rican sanctuary layers healthy food, quality rest, and nature adventures with personal growth.

Certified in Leadership and Transformation coaching (Hendricks Institute), Resilience coaching (HeartMath Institute), and Forest Therapy (ANFT), Yancy's mastery extends beyond qualifications. His master’s degree in architecture enables him to design unique experiential learning structures tailored precisely to meet clients where they are.

Yancy Wright stands as the transformational catalyst, blending unique expertise, decades of experience, and a commitment to empowering positive change that helps his clients achieve extraordinary outcomes.

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Alex Grant

🚀 Build, Scale & Lead High-Performance Sales Teams with North

In this episode of the Breakfast Leadership Show, I sit down with Alex to unpack what it really takes to build and scale a high-performing sales team — without cutting corners. We dive into recruiting strategies, retention systems, and why so many leaders want the results of a disciplined process… without actually committing to the process. If you’re an entrepreneur, founder, or sales leader trying to hire impactful people and reduce costly turnover, this conversation is for you.

Alex shares his experience building a W2 sales force inside North, a payment processing and SaaS company traditionally driven by a 1099 sales model. We explore the psychology behind employment models, how culture is communicated during interviews, why onboarding can make or break retention, and the uncomfortable—but necessary—truth about quotas and accountability. This episode is packed with real-world leadership lessons on hiring, sales performance management, and scaling teams the right way.

🔎 What You’ll Learn in This Episode

• How to design a fast but thorough sales hiring process
• Why transparency during interviews improves long-term retention
• The role of accountability in high-performing sales cultures
• How onboarding directly impacts employee engagement and revenue growth
• When it’s time to make difficult personnel decisions
• How to assess resilience and early achievement during interviews

This episode is essential listening for leaders focused on sales recruitment, sales leadership, SaaS growth strategy, payment processing sales, employee retention strategies, and performance-based culture building.

🔗 Links & Resources

• Learn more about North.com and their payment processing & SaaS solutions

If this episode helped you think differently about hiring, leadership, or sales performance, I’d truly appreciate it if you’d rate, follow, review, and share the Breakfast Leadership Show with someone who’s building a team of their own. Your support helps us continue bringing conversations like this to leaders around the world.

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When everything is on the line, leadership is no longer theoretical. It is neurological, emotional, and operational.

In this Deep Dive episode of the Breakfast Leadership Show, we break down what truly happens to the brain under pressure and why even experienced leaders make poor decisions during crises. Drawing from real-world leadership scenarios, neuroscience, and proven decision-making frameworks, this episode explains how stress hijacks judgment and what leaders must do to regain clarity when time, data, and emotional regulation are limited.

You will learn why willpower fails under pressure, how structured decision systems like the OODA Loop and Recognition-Primed Decision models outperform instinct alone, and how leaders can design communication and resilience practices that hold up in chaos. This is not motivational leadership theory. It is practical crisis leadership for moments when stakes are high and mistakes are costly.

If you lead teams, organizations, or yourself through uncertainty, this episode will fundamentally change how you approach decisions when it matters most.

In this episode, you will discover:

• Why stress shuts down rational thinking and how to counteract it
• How elite leaders make effective decisions with incomplete information
• Proven frameworks for rapid decision-making under pressure
• Why communication breaks first in a crisis and how to prevent it
• How resilience is built through systems, not personality

Whether you are navigating organizational crises, high-stakes leadership decisions, or personal pressure points, this episode equips you with tools to lead calmly, clearly, and decisively when others panic.

Listen now and learn what crisis leadership really demands.

Visit https://BreakfastLeadership.com for more

Want to learn how much your turnover and workplace culture is costing you? Click the link below:

https://culture-cost-calculator--bfastleadership.replit.app/

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Episode SummaryIn this episode, I sat down with Dr. Patrick Porter, a psychologist, neuroscientist, and pioneer in brain fitness technology, to explore how we can train the brain to perform better, heal faster, and handle stress more effectively. Patrick shared his personal journey — from being labeled a poor learner to earning two PhDs — and how that experience led him to invent portable brain-enhancement technology that’s now helping people around the world.

We talked about how pain, stress, sleep, and productivity are deeply connected to brain function, and why most people underestimate what their brain is capable of. From chronic pain recovery and opioid reduction to peak performance in tech workers, this conversation dives into the science — and the practical habits — behind unlocking your brain’s full potential.

Links & Resources* BrainTap – Learn more about Patrick’s brain fitness platform

Final ThoughtsIf this episode helped you think differently about your brain, sleep, or daily performance, be sure to follow the podcast, leave a review, and share this episode with someone who wants to improve their health and productivity. Thanks for listening

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Susan's career journey in sustainable construction @ 0:00Susan Heinking has a background in architecture and has been working in the construction industry for the past 10 years, with a focus on sustainable building practices. She discusses how her career has evolved from architecture to construction, with a consistent emphasis on designing and building environmentally-friendly, energy-efficient structures.

The shift in attitudes towards climate change and sustainability @ 3:20Susan describes how attitudes towards climate change and the importance of sustainability have shifted over the course of her career. In the early years, there was more skepticism, but now there is a much greater awareness and demand for sustainable building practices, as the impacts of climate change have become more evident.

Challenges of retrofitting vs. building new @ 3:59Susan discusses the tradeoffs between retrofitting existing buildings versus building new, more energy-efficient structures. Existing buildings can often be made more sustainable, but there is also a cultural preference for new, "shiny" buildings. She highlights the need to balance these considerations and find the most responsible approach for each project.

The role of government regulations and incentives @ 12:00Susan explains how government regulations and incentives have impacted the sustainability efforts in the construction industry, sometimes helping and sometimes hindering progress. She discusses how she has adapted her approach to focus more on the business case for sustainability, rather than relying solely on government mandates.

Emerging trends and the role of technology @ 18:39Looking to the future, Susan discusses the increasing collaboration and standardization happening within the construction industry to drive sustainability efforts. She sees potential for AI and other technologies to help streamline processes and improve efficiency, while still allowing for customization to meet the needs of individual clients and projects.

Recap and next steps @ 24:52Michael and Susan wrap up the conversation, with Susan providing information on how listeners can connect with her and learn more about her work in sustainable construction.

https://PepperConstruction.com

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Small business ownership is widely celebrated for fueling innovation and community prosperity. Yet beneath the ambition and daily execution lies a critical and under-recognized leadership challenge: the mental health strain on owners themselves. This episode unpacks research showing how stress, isolation, and burnout are not “personal issues” but systemic factors that impact decision-making, resilience, performance, and organizational culture. Mental health must move from a private burden to a strategic leadership priority.

Key Research & Findings1. The Hidden Health Burden of Ownership Based on Nav’s report* surveying more than 1,000 U.S. small business owners. * Nearly half (48%) report their business consumes so much attention it detracts from life outside work. * Stress, fatigue, and anxiety are widespread:

+ 53% identify stress as a common health impact.
+ Over 40% report fatigue and anxiety.
+ 36% experience headaches tied to work demands.

• A full third say they’ve experienced mental health challenges significant enough to warrant professional support — yet nearly half have not accessed it.

• Why This Matters for Leadership* Mental health strain affects more than the individual owner:

  • It reduces decision clarity and confidence in high-stakes moments.
  • It undermines resilience in volatile cash flow, competitive shifts, or market unpredictability.
  • It bleeds into culture, performance, and long-term viability when leaders are mentally depleted.

• Systemic Stressors in Small Business* Owners must act as generalists — juggling finance, operations, sales, HR, and leadership simultaneously — with financial stress clearly leading as the top pressure point.

• Unlike traditional jobs, ownership often lacks daily psychological detachment, making recovery moments (rest, time off) rare and difficult.

What Owners Are Already DoingDespite the strain:

• Many apply individual coping strategies:

  • Exercise, mindfulness practices.
  • Connecting with family/friends.

  • Yet these efforts are undermined by structural barriers:

  • Many owners haven’t taken a full week off in more than three years.

  • Cost concerns and self-reliance discourage professional support.

Leadership & HR Imperatives1. Mental Health Literacy is Leadership Literacy* Leaders must build fluency in recognizing stress, burnout, and psychological fatigue — not as deficits of character, but as systemic outcomes of ownership.

1. Culture Design with Mental Health as Strategy* Mental health needs to be explicitly integrated into leadership conversations, not limited to “well-being perks.”

2. This means shaping organizational norms that:

   • Normalize help-seeking.
   • Intentionally embed recovery rhythms (time off, boundary setting).
   • Build structural supports consistent with sustainable leadership.

3. Shift from Personal Burden to Organizational Priority* Treating mental health as an individual issue misses the systemic impact on performance, resilience, and long-term success.

Takeaways for Executives & Founders* Reframe mental health as a strategic performance factor — not a personal aside. * Design leadership practices that institutionalize psychological recovery. * Expand support systems beyond fitness or mindfulness programs to include coaching, peer networks, and professional access. * Measure and reflect on how mental strain affects decisions, productivity, and culture.

Discussion Questions (for Leadership Roundtables or Workshops)1. In what ways is owner mental health currently visible or invisible in your organization’s leadership ecosystem? 2. What structural barriers (e.g., time off, cultural norms, resource allocation) are preventing small business owners from accessing support? 3. How can leaders create deliberate practices that embed psychological recovery into the rhythm of work?

Source article: https://www.breakfastleadership.com/blog/mapping-the-hidden-strain-why-mental-health-must-be-part-of-the-small-business-ownership-conversation

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Episode OverviewIn this episode of the Breakfast Leadership Show, Michael sits down with Bob to explore how executive benefits, financial strategy, and intentional planning can become powerful levers for retention, profitability, and long-term organizational stability. The conversation moves beyond surface-level benefits discussions and into how leaders can treat benefits as strategic assets rather than routine expenses.

Executive Benefits and Client-Centered StrategyBob shared how his firm specializes in executive benefits across a wide range of business types, emphasizing a strong track record of successful audits and high client satisfaction. A core differentiator is their commitment to treating each organization and executive as unique, rather than applying one-size-fits-all solutions.

Michael reinforced the importance of personalization, noting that meaningful client experiences and tailored benefits strategies are essential in today’s challenging business environment. Both acknowledged that retention pressures and rising benefits costs require leaders to think more strategically about how benefits are designed and communicated.

Optimizing Executive Benefits Through Technology and DesignBob explained how his company supports small and mid-sized organizations in optimizing executive benefit plans through a proprietary technology platform. This system simplifies complex benefits structures, uncovers missed opportunities, and helps organizations make smarter, data-driven decisions.

He outlined their comprehensive nine-step service model, covering plan design, participant education, and full administrative support. The result is a 95 percent participation rate, significantly higher than the industry average of approximately 40 percent. Education plays a central role, ensuring participants understand both the value and tax efficiency of their plans. When structured properly, executive benefits can evolve from cost centers into strategic profit centers.

Benefits Planning, Tax Strategy, and Organizational DNAMichael emphasized that benefits planning must align with an organization’s core identity and values. Too often, tax considerations, particularly for high-income earners, are overlooked or addressed too late in the process.

He stressed the importance of conducting a detailed employee census to account for demographics, compensation structures, and changes resulting from growth or acquisitions. Without this depth of analysis, organizations risk leaving significant savings on the table for both the business and its people. Superficial benefits planning, he noted, often creates long-term inefficiencies and dissatisfaction.

Financial Strategy, Asset Management, and Long-Term ValueThe conversation expanded into broader financial management practices. Bob and Michael discussed common mistakes organizations make, including failing to leverage tax deductions, net operating losses, and proper income treatment.

Bob shared real-world examples of how disciplined asset management and strategic planning can unlock liquidity, generate cash flow, and improve financial resilience. They also touched on the role of charitable giving and how intentional structuring can benefit both the organization and its mission.

Education, once again, emerged as a critical theme. Leaders who understand their financial statements and benefits structures are better positioned to make confident, sustainable decisions.

Financial Stewardship and Organizational SurvivalMichael highlighted the sobering reality that many once-successful organizations no longer exist, often due to poor financial stewardship and short-term thinking. He pointed out that financial and benefits assets are frequently treated as administrative afterthoughts rather than strategic resources.

Both agreed that organizations that actively manage these areas, especially during uncertain economic conditions, dramatically improve their odds of long-term survival and cultural stability.

Executive Benefits as a Retention and Protection ToolBob closed by emphasizing the strategic role of executive benefits such as deferred compensation and restricted stock units. Beyond retention, these tools help protect institutional knowledge and corporate intellectual property.

He noted that high-performing organizations often implement these programs at a lower relative cost than struggling companies, largely because they plan proactively rather than reactively. Bob encouraged leaders to take advantage of executive benefits audits, which are offered at no cost, to identify inefficiencies, reduce expenses, and strengthen retention strategies.

Key TakeawayExecutive benefits and financial strategy are not administrative checkboxes. When aligned with organizational values, supported by education, and managed intentionally, they become powerful tools for retention, resilience, and long-term leadership success.

https://BenefitRFP.com

Bob Nienaber (916) 838-0866

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Episode Summary In this episode, I sit down with Shawn Minard, Chief People Officer at Frazier and Deeter, to unpack what real HR leadership looks like in today’s workplace. We dive into everything from learning and development to recruitment, employee experience, and why investing in culture isn’t just a “nice to have” — it’s a strategic advantage.

Shawn shares how his background in HR and technology shapes his leadership approach, and we tackle the tough question: how do you actually measure the ROI of culture? We also explore hybrid work, employee engagement strategies, mental health trends in the workplace, and what it truly means to lead with trust.

Shawn opens up about building vulnerability-based trust, hiring for emotional intelligence, and empowering teams through autonomy and accountability.

If you’re a leader who wants to reduce turnover, strengthen culture, and create a workplace people genuinely want to be part of — this one’s for you.

Links & Resources

Motivosity (Employee Engagement Platform) https://www.motivosity.com/

Shawn's firm: https://www.frazierdeeter.com/

If you enjoyed this episode, be sure to follow, rate, and leave a review. Share it with a fellow leader or HR professional who’s passionate about building a thriving workplace culture. Your support helps us keep bringing these conversations to life!

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Episode OverviewThis episode reframes common leadership myths. Instead of framing leadership outcomes as products of personality (“confidence” or “presence” in the room), we explore how consistent organizational performance is tied to designed leadership operating systems—not ephemeral personal performance. What separates inconsistent execution from repeatable results isn’t charisma or emotional mastery alone, but clarity of structure, decision rules, and infrastructure that protects quality under pressure.

Key Themes & Takeaways1. The Fallacy of Performance-Centric Leadership* Leaders often assume that meetings succeed because of their presence, intensity, or confidence. * Real-world inconsistency comes not from personality gaps but from whether clarity and decision frameworks were in place beforehand. * When structured systems are missing, leaders compensate with personal energy—but this doesn’t scale as complexity grows.

1. When Linear Growth Models Fail* Traditional assumptions about leadership presume:
   Inputs → Strategy → Execution → Results
2. In simple contexts, this holds. But as organizational complexity increases, effort and talent no longer produce proportional outcomes.

3. The stall isn’t lack of ambition—it’s limits of leadership systems.

4. Leadership as Leverage—Only When Designed* Early growth often depends on leaders filling structural gaps with personal skill.

5. Over time, if outcomes hinge on how leaders feel or show up, performance becomes unpredictable.

6. The leverage of leadership becomes reliable only when embedded in repeatable systems.

7. Systems That Protect Decision QualityConsistent performance under pressure comes from infrastructure, including:

8. Clear decision rules

9. Pre-commitments before stress escalates
10. Weekly operating rhythms that reduce ambiguity

11. Filters that stop emotional reactions from driving strategic action
    This shifts leadership from performance to infrastructure.

12. Calm Outperforms Charisma* Charisma may win moments; calm, structured leadership wins quarters and years.

13. Research indicates decision quality deteriorates under cognitive and emotional load when structure is absent.

14. High-performing organizations rely more on clarity, repeatable processes, and defined roles than on heroic leadership behaviors.

15. From Emotional Mastery to Decision Mastery Emotional regulation matters but alone* is insufficient for repeatable outcomes.

16. Leaders perform best not by suppressing emotion, but by designing systems so emotion doesn’t hijack execution.
17. Effective systems ensure setbacks trigger review—not panic; uncertainty triggers structure—not avoidance.

Practical Implications for Leaders• Prioritize System Design Over Personal Performance
Leadership development should emphasize creating frameworks that make alignment, decision-making, and execution consistent—regardless of personality variables.

• Build Operating Rhythms That Reduce Ambiguity
Create weekly and quarterly rhythms that clarify role expectations, key decisions, and escalation pathways.

• Embrace Structural Calm
Temper leadership advice that leans heavily on mindset or presence. Invest equally in the infrastructure that keeps decisions stable under pressure.

• Shift the Leadership Narrative
Encourage teams to see leadership not as a moment-driven performance, but as a designed, repeatable infrastructure that creates leverage at scale.

Quote for the Episode“Leadership remains the leverage—but it becomes repeatable only when it is designed, not performed.”

Recommended Further Listening & Reading* Related Breakfast Leadership Show episodes on organizational systems and decision quality * Articles on decision-making under pressure (Harvard Business Review) and organizational health and execution excellence (McKinsey) linked in the original article.

Actionable Steps You Can Take This Week1. Audit one recurring decision process: identify where ambiguity arises. 2. Define or refine the decision rule governing that process. 3. Map the operating rhythm (who, when, how) for that decision cycle. 4. Adjust meetings or check-ins to reduce reliance on individual presence and increase systemic clarity.

Source article: https://www.breakfastleadership.com/blog/leadership-is-the-leverage-but-only-if-its-designed-not-performed

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Episode OverviewIn this episode of the Breakfast Leadership Show, Michael sits down with Ryan to explore one of the most persistent and underestimated leadership challenges: negative self-talk. The conversation centers on Ryan’s newly released book on self-talk and team leadership, a seven-year project co-authored with Rhett Power and Susie Burke.

What began as a belief that leaders could “defeat” negative self-talk evolved into a far more practical and honest conclusion: negative self-talk cannot be eliminated, but it can be managed. This realization shaped both the content of the book and its symbolism, including a cover that reflects the fragile, ever-present nature of our internal dialogue.

For leaders navigating pressure, responsibility, and visibility, this episode reframes self-doubt not as a personal failure, but as a leadership skill gap that can be addressed with awareness and structure.

Cracking Negative Self-Talk in LeadershipMichael and Ryan unpack how internal dialogue directly influences leadership behavior and team culture. Leaders often assume they must project certainty at all times, but unresolved self-doubt frequently leaks into decision-making, communication, and trust.

Ryan explains that the “monsters” of self-doubt live in every leader’s head. The difference between effective and ineffective leadership is not the absence of these thoughts, but the ability to recognize and manage them before they shape actions and culture.

For corporate leaders, founders, and people managers, the book’s insights offer a language for understanding what is happening internally and why it matters externally.

The Hidden Cost of Negative Self-TalkThe discussion highlights how common negative self-talk truly is. Ryan references research suggesting the average person has roughly 6,200 thoughts per day, with the majority skewing negative. Left unchecked, these thoughts create a constant undercurrent of exhaustion, hesitation, and overthinking.

Michael connects this to what he sees in burnout-driven leadership environments, where overthinking becomes normalized and decision fatigue spreads across teams. Leaders who struggle internally often unintentionally create cultures of second-guessing and fear.

Recognizing negative self-talk is positioned not as self-indulgence, but as a leadership responsibility.

Fear, Cognition, and Leadership PerformanceFear emerges as a central theme in the conversation. Michael and Ryan explore how fear directly impairs cognitive performance, narrowing thinking, reducing creativity, and slowing decision-making.

Ryan introduces the concept of “Edimentals,” a practical framework for addressing fear and negative self-talk. The process focuses on identifying the issue, understanding the internal “worry war,” and applying a three-step method:

• Catch the fear as it arises
• Confront it with clarity and logic
• Change the narrative before it drives behavior

Rather than treating fear as weakness, both emphasize the importance of normalizing it. Leaders who acknowledge fear openly create safer, more resilient teams.

Authentic Leadership in Times of CrisisMichael shares a personal story from the early days of the pandemic, when he abandoned a traditional reporting-style team meeting in favor of a human-centered conversation. Instead of metrics and updates, the focus shifted to personal challenges, uncertainty, and shared experience.

That spontaneous decision became a turning point in building psychological safety and trust. The lesson was clear: authenticity in leadership is not a soft skill. It is a stabilizing force, especially during uncertainty.

Leadership, Courage, and Human ConnectionThe episode closes with a broader reflection on leadership and courage. Drawing from insights from Ryan’s podcast, The Courageous, the conversation reframes courage as honesty rather than bravado.

Both agree that sustainable leadership requires balancing strategy with humanity. Taking care of people is not separate from performance; it is the foundation of it. When leaders feel safe to be real, teams perform better, communicate more clearly, and navigate pressure with greater resilience.

Listeners are encouraged to explore Ryan’s work and resources for deeper guidance on courage, self-talk, and leadership under pressure.

Key Takeaways* Negative self-talk cannot be eliminated, but it can be managed * Leaders’ internal dialogue directly shapes team culture * Fear reduces cognitive performance and spreads quickly through teams * Normalizing fear builds trust and psychological safety * Authentic leadership strengthens performance, especially in crisis

Ryan shared his work through Courageous and inviting listeners to learn more at hedamentals.com and RyanBerman.com.

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In this episode, Michael sits down with Reid Zeising, CEO of GAIN, the largest revenue cycle management organization specializing in litigated and complex healthcare claims. The conversation pulls back the curtain on how healthcare providers struggle to get paid for services already delivered, and how technology and AI are being used to push back against decades of insurance-driven denial strategies.

Reid explains how the insurance industry fundamentally changed in 1994, when Allstate introduced Colossus, a system designed to standardize and often suppress claim payouts in favor of shareholder value. That shift, he argues, still shapes today’s reimbursement environment, leaving providers underpaid and patients caught in the middle.

Drawing on Michael’s background in primary care administration, the discussion highlights a stark reality: many healthcare organizations collect only a fraction of what they bill, even when care is medically necessary and properly delivered. Reid compares this to asking professionals to do full work for partial pay and explains why this model is unsustainable, especially for providers serving uninsured and underinsured populations.

The conversation then turns to how GAIN is using AI, predictive analytics, and technology-enabled workflows to reverse that imbalance. By focusing on litigated and complex claims, GAIN helps providers recover fair compensation, improve cash flow, and continue offering care to communities that need it most. Reid also shares why his company intentionally shifted away from higher-margin claim financing toward a service-driven model built around access, transparency, and long-term system impact.

Michael and Reid also explore the broader healthcare landscape, including the financial strain on providers, the coming “silver tsunami” of aging patients, and the consequences of tort reform on patient access to care. Reid challenges common insurance-industry narratives around “frivolous lawsuits,” explaining how language and lobbying efforts have been used to restrict legitimate claims and reduce accountability.

The episode closes with Reid’s advocacy work through Americans for Patient Access and Americans for Responsible Consumer Funding, organizations focused on protecting access to healthcare and helping individuals navigate overwhelming medical and financial challenges.

This is a candid, systems-level conversation about healthcare economics, AI-driven disruption, and what it will take to ensure providers get paid and patients get care.

https://gainservicing.com/

https://www.linkedin.com/in/reidzeising/

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A strong first day does not happen by accident. In this episode, we explore why structured onboarding packets are one of the most overlooked drivers of employee confidence, engagement, and long-term retention.

We unpack how relying on informal “tribal knowledge” creates confusion, increases burnout risk, and leaves new hires guessing about expectations. In contrast, a single, centralized onboarding resource sets clarity from day one by showing people how work actually happens, not just what the policies say.

You will hear why effective onboarding packets go beyond paperwork. We discuss the value of clear navigation guides, explicit cultural norms, and role-specific milestones that help both remote and in-office employees integrate faster and with less friction. We also examine a phased delivery approach, where information is shared in intentional stages instead of overwhelming new hires with everything at once.

The episode closes with a clear takeaway: onboarding is not an administrative task. When designed well and kept current, it becomes a strategic advantage that turns early uncertainty into confidence, focus, and forward momentum.

Source: https://www.breakfastleadership.com/blog/create-onboarding-packets-that-boost-confidence-clarity-and-retention

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Podcast Show Notes: Trevor McGregor – From Rock Bottom to Quantum Leaps in Business and Life

Episode Overview
In this transformative episode of the Breakfast Leadership Show, Michael D. Levitt welcomes Trevor McGregor, a globally recognized High Performance Master Coach, real estate investor, and former top Tony Robbins coach. With over 45,000 individual coaching sessions and two decades of empowering entrepreneurs and executives, Trevor shares how he turned personal devastation into a multi-million-dollar mission of helping others achieve freedom and fulfillment.

From Failure to Freedom
Trevor’s journey began with losing everything—his savings, a six-figure family loan, and nearly his marriage—after a failed real estate investment. From that rock bottom, he rebuilt his life and business, developing the resilience that would become the foundation of his coaching philosophy. Personally selected by Tony Robbins as one of his top business coaches, Trevor spent five years mastering the art of transformation, earning what he calls his “Black Belt in Coaching.”

The Psychology of Quantum Leaps
Now leading Trevor McGregor International, he helps already-successful entrepreneurs, investors, and Fortune 500 executives break through their current ceilings by aligning mindset, identity, and strategy. Trevor explains how identity transformation drives exponential results (10X or even 100X) and how combining psychology with strategy can create the “freedom lifestyle” he enjoys between Canada and Australia—his personal “endless summer.”

Key Insights & Takeaways

• Why losing everything became the catalyst for Trevor’s greatest growth
• How identity work creates quantum breakthroughs faster than strategy alone
• The psychology behind building wealth and generational freedom
• How to design a business that supports your ideal lifestyle
• Lessons learned from coaching clients managing over $2.7 billion in assets

Topics of Expertise Discussed

• From Rock Bottom to Empire: Rebuilding after loss
• The Joe Fairless Masterclass: Coaching one of the top real estate minds
• Psychology Meets Strategy: Avoiding burnout through alignment
• The Freedom Code: Building legacy wealth and time freedom
• The Quantum Leap Framework: Transforming identity for faster results

About Trevor McGregor
Trevor McGregor is a high-performance master coach and international speaker who has helped clients generate billions in revenue and assets under management. His work has empowered thousands of leaders to transcend limitations and achieve extraordinary results across business, investing, and life.

Key Achievements

• 45,000+ coaching sessions across 20+ years
• Former top business coach for Tony Robbins
• Clients have generated billions in revenue and AUM

Connect with Trevor McGregor
Website: trevormcgregor.com/BreakfastLeadership
Instagram: @trevormcgregor
LinkedIn: linkedin.com/in/trevormcgregor

Learn More from Michael D. Levitt
Explore more leadership and burnout-prevention insights at BreakfastLeadership.com/blog
Read Michael’s books Burnout Proof and Workplace Culture

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Adapting Leadership in Turbulent TimesIn this episode, Michael and Pete explore what leadership really requires in an era defined by fatigue, disruption, and constant change. They examine how pressures at home, the aftershocks of COVID, and the acceleration of AI are compounding exhaustion for leaders at every level. Pete describes today’s environment as a relentless “hailstorm” of forces outside any leader’s control, while Michael emphasizes that clarity around mission, vision, and values is no longer optional. It is the stabilizing force leaders must return to when everything else feels uncertain.

Leadership Clarity and Workplace CultureMichael outlines why leadership clarity directly impacts workplace culture, engagement, and performance. Organizations that successfully navigated the pandemic and economic volatility have a unique opportunity to reduce fear and restore confidence across their teams. Using a familiar San Diego fog analogy, Michael explains how experienced leaders move forward not by guessing, but by relying on judgment, shared wisdom, and deliberate next steps, even when visibility is limited.

Leading Through Fog and UncertaintyPete shares the thinking behind his book on leading in foggy conditions, shaped by more than 30 years in the technology sector. His work challenges outdated leadership models and speaks directly to younger leaders navigating ambiguity for the first time, as well as seasoned leaders who may be overly attached to certainty. At its core, the book advocates for a more humane, respectful, and grounded approach to leadership that acknowledges uncertainty rather than denying it.

Balancing Expertise and Fresh PerspectiveMichael reflects on a formative experience at Daimler-Benz, where introducing structured debriefs and outside perspectives increased client capacity by 20 percent without adding staff. The lesson was clear: too much expertise can create rigidity. Pete builds on this with his concept of the “elusive peak,” where leaders risk becoming trapped by what they already know. Together, they unpack how psychological safety and openness allow teams to challenge assumptions, surface better ideas, and improve outcomes.

Humility, Teamwork, and Modern LeadershipThe conversation closes with a candid discussion on humility and vulnerability. Pete reinforces that leadership is a team sport, especially in uncertain conditions. Through his work with Agile Leadership Journey, he helps leaders tap into the collective intelligence already inside their organizations. The takeaway is simple but demanding: effective leadership today requires courage, curiosity, and the willingness to lead with others, not above them.

Book: https://www.agileleadershipjourney.com/into-the-fog-book

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In this episode, we take a leadership journey through the four essential pillars of successful organizational change: Vision, Emotional Intelligence, Decisiveness and Openness. Drawing from the recent article How to Successfully Lead Organizational Change, we explore how every leader – whether founder, C-suite executive or emerging internal change champion – can step into their role with clarity, confidence, and humanity. Expect concrete take-aways, real-world application and reflection prompts for your next big change initiative.

Key Take-aways1. Vision is non-negotiable

* Change without a clear destination is like driving in the fog; your team will feel lost and unmotivated. (Breakfast Leadership Network)
* As the article states: *“If you don’t have a vision, you will also find it very difficult to motivate and lead your team.”* (Breakfast Leadership Network)
* In practice: create a vivid picture of the “after-state” for your organization and share that widely.

1. Emotional intelligence is the hidden accelerator

   • Recognizing how your people are feeling—and why—is vital. (Breakfast Leadership Network)
   • Change triggers uncertainty, fear, resistance. As the article reminds, being tuned in helps you support team members effectively.
   • Practical tip: map out the emotional journey your team might take during the change. Pre-empt fears and build empathy early.

   • Decisiveness keeps momentum alive

   • In times of change, leadership vacillation kills progress. The article highlights that your team looks to you to “take the reins.” (Breakfast Leadership Network)

   • It’s not about making everything perfect—rather, about making the right call, owning it, and moving forward.
   • Consider installing a decision framework: how will you determine when to act vs. when to pause and reflect.

   • Openness builds trust and fuels participation

   • Transparency matters more when things are shifting. The article says that being “open with your teams” is “especially important.” (Breakfast Leadership Network)

   • Communicating the “why,” the “how,” and the “what’s next” helps reduce fear and invites buy-in rather than resistance.
   • Real-world practice: hold regular “change check-ins” where people can surface concerns, ask questions, and feel heard.

Discussion Questions for Your Team:* Reflect on a major change you led (or were part of). How clear was the vision? How did that shape the outcome? * How do you as a leader stay emotionally tuned in during change—what practices help you sense team mood and response? * In your experience, where do leaders most often hesitate during change? What tends to cause that hesitation and how can it be mitigated? * What transparency looks like in your organization? Are you striking the right balance between “too little” and “too much” communication? * Looking ahead: in your next organizational change initiative, which of these four pillars deserves most of your attention—and what will be your first action step?

Action Steps for Listeners1. Grab a blank sheet and map your current or upcoming change initiative using the four pillars: Vision, Emotions, Decisiveness, Openness. 2. Identify one thing you are not doing now (or could do better) in each pillar—and pick one pillar to focus on this week. 3. Schedule a “change check-in” with your team where you openly share the vision, invite questions, and surface emotional reactions. 4. Commit to a decision-cadence: set a fixed date (within next two weeks) when you will make a key change decision and communicate it, rather than letting it linger.

Who Should Listen* Founders, CEOs, senior leaders facing a significant organizational change (e.g., pivot, restructure, culture shift) * HR, change-management and OD professionals charged with leading or supporting change efforts * Emerging leaders looking to step into change-leadership roles and build their competence in guiding transitions * Anyone interested in the human side of change—how emotions, trust and clarity influence outcomes.

Links & Resources* Link to the article: How to Successfully Lead Organizational Change * Learn more: BreakfastLeadership.com/blog * If you’re planning a change initiative and need support, reach out for coaching and advisory services with the Breakfast Leadership Network.

Final ThoughtChange is inevitable—but successful change doesn’t just “happen.” It is led. As the article reminds us, it takes a visible vision, emotional attunement, bold decisions and open communication. If you lean into these four pillars, you’ll lead not just a transition, but a transformation.

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In this episode of the Breakfast Leadership Show, Michael sits down with Chris Kline, Co-Founder and CRO of BitcoinIRA, to unpack what it really takes to build long-term wealth in an economy where traditional retirement systems are no longer guaranteed.

Chris shares the unfiltered origin story of BitcoinIRA, from leaving Colorado for Los Angeles, living in a motel, and grinding through long days, to scaling the company into a platform serving more than 200,000 users and managing over $12 billion in assets. Along the way, he reflects on the leadership tension between scaling complexity and the clarity of early-stage simplicity.

The conversation expands into the broader retirement crisis facing North America. With pensions disappearing and nearly half of Americans not actively participating in retirement planning, Michael and Chris challenge listeners to rethink responsibility, ownership, and strategy when it comes to long-term financial security.

They explore how Bitcoin fits into a modern, diversified portfolio, not as a speculative gamble, but as an alternative asset shaped by scarcity, adoption, and long-term macro trends. The discussion covers due diligence, dollar-cost averaging, portfolio diversification, and the persistent myth that Bitcoin is inaccessible due to price, despite the ability to invest fractionally.

Beyond Bitcoin, the episode addresses the importance of diversified income streams. Michael and Chris share real-world examples of building resilience through multiple revenue channels, passive income strategies, and investments across traditional markets, AI, defense, and digital assets. The message is clear: in an uncertain economy, relying on a single paycheck is a structural risk.

The episode closes with a reminder that leadership extends beyond business. Chris shares a personal story about his daughter’s passion for helping others, reinforcing the idea that purpose, curiosity, and long-term thinking are skills worth teaching the next generation.

Listeners also learn about a limited-time BitcoinIRA incentive, including a $1,000 reward for new accounts opened before April 15th, designed to encourage proactive retirement planning.

This is a grounded, practical conversation for anyone thinking seriously about financial resilience, leadership, and building a retirement strategy that reflects today’s economic reality, not yesterday’s assumptions.

http://bitcoinira.com/breakfastleadership

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Episode OverviewIn this episode, Michael sits down with Steven Puri, a former Hollywood studio executive turned founder of Sukha, to explore career reinvention, sustainable creativity, and the science behind focus and flow. Drawing from Steven’s journey through the film industry and his transition into building tools for deep work, the conversation uncovers practical strategies for productivity, work-life balance, and long-term creative success.

From Hollywood Sets to Studio Executive LeadershipSteven and Michael begin by unpacking Michael’s career trajectory in the film industry, from working directly on major motion pictures to stepping into senior executive leadership. Michael shares stories from his time collaborating with renowned directors and how those formative experiences shaped his understanding of storytelling, leadership, and execution.

His career evolved into executive roles at DreamWorks as Executive Vice President, where he oversaw high-profile projects including Transformers and Fringe, and later as Vice President at 20th Century Fox, managing large-scale summer action franchises. These experiences laid the foundation for his later work in leadership, burnout prevention, and performance.

Crafting Success Through Sustainable Creative EnvironmentsSteven shares insights from his own career about the importance of craftsmanship and sustainability, particularly for writers and creative professionals. Rather than relying on bursts of inspiration, he emphasizes designing environments that consistently support deep focus and high-quality output.

He highlights examples of successful creatives who intentionally tied their work to specific locations, including writing teams who returned to the same villa in Puerto Vallarta or repeatedly booked the same room at the Universal Hilton to trigger a focused mental state. Steven encourages listeners to identify or create their own dedicated spaces that signal it is time to do meaningful work.

Remote Work Rituals and FocusMichael reflects on his early experience working remotely as far back as 2007, long before remote work became mainstream. He explains how he established rituals to mentally transition into and out of work, including maintaining a dedicated workspace, dressing as if going to an office, and even using intentional entry and exit routines to mark the workday.

Steven connects this to his own writing on the concept of “commuting to your home office,” reinforcing how rituals can replace the psychological cues that traditional offices once provided.

Work-Life Balance, Boundaries, and ProductivityAs a father and entrepreneur, Michael shares how he learned to balance presence with productivity. He discusses setting clear boundaries during work hours while remaining fully engaged with his children outside of them, a strategy that helped him avoid burnout while maintaining performance.

The conversation moves into procrastination and task management, with Michael explaining how breaking large projects into smaller, manageable steps helps reduce resistance. Steven adds insights from his work with Sukha, noting that limiting visible tasks to just three at a time can significantly improve focus and execution.

Flow States and High PerformanceThe episode concludes with a deep dive into flow states, drawing on the research of psychologist Mihaly Csikszentmihalyi. Steven and Michael explore how elite performers across industries enter flow and the conditions required to sustain it.

Steven shares a pivotal personal experience of entering a deep flow state during a flight, which ultimately inspired the creation of Sukha. The company’s name itself came from a user who described how the tool helped them find balance between meaningful work and family life, perfectly capturing the mission behind the platform.

Key Takeaways* Sustainable success is built through intentional environments and rituals, not constant hustle * Flow states can be designed, not left to chance * Clear boundaries support both productivity and well-being * Limiting task overload is a powerful antidote to burnout and procrastination

For more information on Steven Puri and his work, visit https://thesukha.co or reach out directly at https://www.thesukha.co/media

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Urban residents are increasingly adopting dopamine fasting as a structured way to disconnect from the constant noise of modern life. In cities like Austin, New York, and Cleveland, residents utilize this practice to seek relief from digital distraction and overstimulation.

According to the sources, here is how urban residents use these techniques to address overstimulation and burnout:

Intentional Breaks from High-Stimulus ActivitiesResidents in top-ranking cities for this trend engage in intentional breaks from activities associated with instant gratification. Rather than a literal "reset" of brain chemistry, the practice is focused on reducing the frequency of dopamine spikes triggered by modern behaviors. Common strategies include:

• Digital Detoxes: Taking multi-day or week-long breaks from social media and video gaming to break compulsive reward-seeking loops.
• Dietary and Lifestyle Changes: Avoiding sugary snacks, processed foods, and alcohol as part of a broader effort to manage stimulation.
• Reengaging with Low-Stimulus Activities: Using the time gained to focus on nature, reading, or direct social connection, which provides deeper satisfaction than digital inputs.

Combatting Burnout and Enhancing FocusUrban residents utilize these breaks specifically to combat the "constant connectivity" that leads to burnout. By stepping away from incessant stimulation, they aim to achieve several psychological benefits:

• Mental Clarity and Productivity: Participants report increased focus and executive function, which are essential for navigating demanding urban work environments.
• Emotional Regulation: The practice is linked to improved mood, reduced anxiety, and a decrease in symptoms of depression.
• Present-Moment Awareness: By removing digital distractions, residents find they can cultivate greater mindfulness and intentional living.

Integration into Workplace CultureThe trend is also being recognized as a tool for holistic wellness in professional settings. Leaders and HR professionals are encouraged to support employees in setting boundaries with technology and taking intentional breaks to support long-term well-being and build healthier workplace cultures.

Expert Cautions on ImplementationWhile many see it as a healthy practice, experts in the sources suggest that the most effective way to address burnout is through moderation and purposeful reduction rather than total deprivation. Taking the practice to extremes can lead to isolation or decreased life satisfaction; therefore, it is often recommended as a component of a balanced lifestyle rather than a rigid "fast".

Analogy for Understanding: Think of dopamine fasting like letting an overheated engine idle. The goal isn't to remove the oil or fuel (the dopamine) which the engine needs to run, but rather to stop redlining the motor so it can cool down and operate efficiently again without burning out.

Link to research: https://www.breakfastleadership.com/blog/why-dopamine-fasting-is-trending-across-american-cities-and-what-it-means-for-mental-clarity-focus-and-behavioral-health

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Breakfast Leadership Show Celebrates 1000 EpisodesMichael hosted the 1000th episode of the Breakfast Leadership Show, expressing gratitude to listeners, guests, and the team for their contributions over the past 9 years. He emphasized the importance of being authentic and sharing one's unique perspective, noting that the show provides a safe space for guests to share their expertise and personal challenges. Michael also thanked the technical team, vendors, and sponsors for their support in making the show a top global and California leadership podcast.

Embracing Change and Leadership GrowthMichael reflected on his personal journey and encouraged listeners to embrace change, sharing his willingness to support others in their own transformations. He expressed gratitude for reaching 1,000 podcast episodes, emphasizing his mission to help people become better leaders and improve workplace cultures. Michael also shared his plans to continue the podcast, promising to refine and enhance its value, and invited listeners to provide feedback or suggest future guests.

Visit https://BreakfastLeadership.com/blog for articles on business, entrepreneurship, and efficiencies

Burned out? Get help NOW! https://FreeFromBurnout.com

Does your workplace culture suck? You're not alone. Be part of a community to help navigate toxic workplaces: https://Community.BreakfastLeadership.com

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In this episode of the Breakfast Leadership Show, I sit down with Karen Cheong, founder of Spherical Luminosity, to unpack the Frequency Resonance Transformation Process and what it means for leaders striving to operate at their highest potential. Karen’s work centers on helping individuals shift their frequency resonance so they can access more empowered versions of themselves, reorganize their reality, and create meaningful transformation across every domain of life.

Karen also highlighted the importance of supporting positive creators by rating and reviewing the content that resonates with you. Her encouragement reflects the spirit of gratitude and growth that drives this show forward.

Distortion Patterns and How They Shape Your RealityKaren introduced a core concept she calls distortion patterns. These are the filters through which we interpret the world, often formed by early experiences, belief systems, or conditioned responses. She compared them to layers of duct tape, restricting our natural ability to experience abundance, clarity, and success.

According to Karen, everything in existence vibrates at different rates, including our thoughts and consciousness. Distortion patterns emerge when that vibration slows down. By identifying and releasing these distortions, individuals can upgrade how they perceive the world and how the world responds to them. This shift can cascade into greater personal alignment and higher performance.

Frequency Work and Transforming Personal and Professional TrajectoriesWe discussed why leaders can excel in one area of life and still struggle profoundly in another. Karen shared the story of a client who, despite running a thriving business, hit roadblocks due to unresolved tension with a business partner. Through frequency work, targeted meditations, and releasing distortion patterns, the client experienced a dramatic shift. She repaired the partnership, regained stability, and improved business results without altering a single strategy.

Karen’s key message: when you raise your frequency resonance, your external world reorganizes to match it. Transformation starts from the inside out.

Resonance Reboot in Leadership and Workplace CultureKaren and I explored how these concepts play out in workplace culture, especially for emerging managers who are navigating communication challenges for the first time. She shared a powerful personal example of a client whose entire life shifted after elevating her resonance, resulting in a stronger marriage and an unexpected new life chapter.

To help listeners begin their own transformation, Karen generously offered a free Resonance Reboot Bundle, featuring three tools designed to help remove blocks and elevate resonance. I encouraged listeners to take advantage of this resource, because even a small shift in how you show up can create a ripple effect through your leadership, your relationships, and your organization.

If this conversation resonated with you, consider subscribing, leaving a rating, and sharing this episode with someone who might benefit. The more we elevate our collective leadership frequency, the stronger our impact becomes.

• Website: https://www.sphericalluminosity.com/
• Instagram: https://www.instagram.com/spherical_luminosity/#
• Facebook: https://www.facebook.com/SphericalLuminosity
• YouTube: https://www.youtube.com/c/SphericalLuminosity

Karen Cheong is the visionary force behind Spherical Luminosity and an international pioneer of “frequency work”—helping self-aware change-seekers and boundary breakers transcend plateaus by releasing unconscious blocks at the quantum level.

After she merged into the Oneness during a radically transformative 9-hour meditation, she accessed the quantum field directly and discovered her ability to facilitate transformation at the frequency level—far beyond traditional energy healing or mindset work.

A law school graduate and successful real estate entrepreneur, Karen was called to sell her thriving San Francisco practice to focus on empowering people to remember they’re infinite, indestructible consciousness having a human experience. Through her Group Frequency Calibrations®, live retreats, and Limitless Potential Mastermind®, she’s guided thousands of clients worldwide to embody their authority as intentional co-creators of their reality.

Karen’s non-guru approach emphasizes education and self-empowerment, making advanced consciousness concepts practical and relevant—at this time in the evolution of human consciousness—for truth-seekers disenchanted with the status quo.

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In this episode, Michael is joined by Joel Hilchey, an engineer turned training and development expert, to explore the realities of leadership for accidental managers. Hilchey discusses his book The Six and a Half Habits of Highly Defective Bosses, a guide that uncovers the challenges leaders face when transitioning from high performing individual contributors to effective team managers.

Joel highlights the importance of managing both tasks and people. He explains that great leaders must balance short term project priorities with long term strategy, while also attending to immediate team dynamics and the larger arc of each team member’s career development. Through personal stories, including one involving a former assistant, Joel illustrates how managers can better understand the aspirations of their teams and create meaningful support structures.

Transforming a Toxic Healthcare Work EnvironmentMichael shares a powerful real world example from his leadership journey in healthcare. He describes stepping into a clinic plagued with an 86 percent annual turnover rate and transforming it into a stable environment with only six percent turnover within a year. His approach included listening closely to the team, removing unnecessary obstacles, and making small but consistent improvements.

Joel points out that this reflects research showing employees most often leave because of their relationship with management, not their peers. He emphasizes the concept of “de hassling” employees as a critical leadership practice that empowers people to do their best work.

Lean Principles vs. Real Worker EfficiencyMichael also reflects on Lean methodologies through a humorous and insightful hospital anecdote. A seasoned nurse, repeatedly told to move her equipment cart, finally threatened to use her access to needles if the relocation happened again. The directive immediately stopped.

This moment illustrates that while Lean principles aim to streamline systems, leaders must recognize times when established worker routines already support peak efficiency. Forcing change without understanding context can undermine performance rather than improve it.

Leadership Principles for High Performing TeamsIn their discussion of leadership essentials, Hilchey and Michael emphasize the importance of nurturing high performers instead of burning them out or discouraging them. They highlight the role of managers in understanding what their teams need to excel and the power of frequent, authentic recognition.

Joel shares insights from The Six and a Half Habits of Highly Defective Bosses, urging leaders to take responsibility when mistakes occur, focus on solutions rather than blame, and cultivate environments where people can thrive. These principles, he explains, are foundational for building motivated and resilient teams.

https://JoelHilchey.com

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Overview
In this episode, Michael D. Levitt sits down with Dr. Abraham George, founder of the Shanti Bhavan Children’s Project in South India. For more than 30 years, Abraham has dedicated his life to transforming the futures of children from families earning less than $5 per day. His school provides a 14-year residential education that begins in preschool and continues through college, ensuring students have the tools to break the cycle of poverty. Each graduate is asked to help 100 others, multiplying the impact of Shanti Bhavan’s mission and creating a ripple effect across generations. The results speak for themselves: graduates have attended Ivy League universities and now hold positions at leading global companies.

From Finance to Philanthropy
Abraham shares his extraordinary transition from a successful finance career to social entrepreneurship. A pivotal experience in the Himalayas inspired him to dedicate his life to education and equality. He reflects on the meaning of true purpose and how many professionals eventually seek a deeper mission beyond financial success. His forthcoming book, Mountains to Cross, captures these lessons through dialogues with children, making profound life lessons accessible and deeply human.

Redefining Philanthropy
Abraham emphasizes that real philanthropy requires personal involvement, not just financial contributions. He outlines three types of wealthy individuals—those still building their wealth, those with moderate means who can start small projects, and those with great wealth who often contribute only financially. His message is clear: leadership and personal connection are vital in driving meaningful change. Even limited time spent with those in need can bring immense satisfaction and measurable impact.

Resources and Upcoming Work
Dr. George’s story has been featured in the acclaimed Netflix documentary Daughters of Destiny, which earned both Academy and Emmy Awards. His upcoming book Mountains to Cross will be released in January. Learn more about his life’s work at drabrahamgeorge.com.

Listen and Learn:

• The power of education to lift entire communities
• How to align personal success with social purpose
• Practical wisdom on giving back meaningfully

For more leadership and purpose-driven conversations, visit BreakfastLeadership.com/blog and tune in to the Breakfast Leadership Show wherever you listen to podcasts.

Links Mentioned:

• Learn more about Mountains to Cross

https://www.drabrahamgeorge.com/about

https://www.instagram.com/dr_abraham_george?igshid=YmMyMTA2M2Y%3D

https://www.facebook.com/dr.abrahamgeorge?mibextid=LQQJ4d

https://www.linkedin.com/in/abraham-george-519315274/

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In this episode, Anders Hansen shares his incredible evolution from performing magic to becoming a respected leader in personal development. He describes how reading The Power of Your Subconscious Mind shifted his understanding of human potential and set him on a path that eventually led to collaborating with Bob Proctor. Anders explains how these insights inspired him to create The Secret to Real Magic, a program that has helped thousands of clients and generated more than twelve million dollars in eight years. He reinforces the importance of aligning goals with deeper fulfillment, and how many people discover that the outcomes they chase are not always the ones they truly want.

Business Illusions and the Path to GrowthAnders breaks down the idea of illusions in business and how hidden limiting beliefs shape the way leaders think and act. Using the example of a multi dimensional domino brick, he illustrates how the mind fills in patterns based on assumptions rather than truth. He shares the five most common illusions that hold business owners back which include hustle and hype, luck, fear, lack and limitation, and the illusion of knowledge. Anders highlights that real change requires integrating knowledge into behavior and raising personal consciousness. Michael reflects on this idea and highlights how growth often emerges from challenging seasons. The conversation reinforces that goals should be rooted in desire and identity, not just performance metrics.

Breaking Limiting Beliefs and Setting Bold GoalsMichael and Anders explore how leaders can overcome self imposed limits. Michael shares his own journey of challenging income ceilings he once believed were fixed. They discuss the power of intentional affirmations, identity shaping goals, and learning from multiple motivational sources. The conversation provides practical tools for addressing negative thought cycles and cultivating a mindset that supports expansive possibility.

Integrating AI and Human LeadershipAnders offers a grounded perspective on the future of AI and leadership. He believes AI should amplify human strengths instead of becoming a substitute for them. Emotional intelligence and inner leadership will remain at the center of all high performance work. Anders also explains why his company shifted from online coaching to live experiential events. He believes that integration and genuine connection are fundamental human needs and essential for sustaining growth. He encourages listeners to begin with a free assessment designed to reveal hidden illusions and offers tools that help shift energy to support aligned goal creation. His message is clear. Information alone does not transform. Implementation does.

Leadership Resources and How to ConnectTo explore Anders Hansen’s work further, visit Instagram or Facebook and search for Real Anders Hansen. Comment with the words Breakfast Leadership to receive additional leadership and personal development resources mentioned in the show.

Anders Hansen: The Illusionist Who Turns Transformation Into Reality

Anders Hansen is more than an internationally recognized illusionist—he’s a 7-figure CEO and the creative force behind Real Magic LLC. With over 20 years of stage magic fused seamlessly with world-class personal development, Anders has redefined transformation by making it tangible, entertaining, and life-changing.

As a protégé of Bob Proctor, Anders co-created The Secret to Real Magic program, guiding over 10,000 people—including countless entrepreneurs—to break through limitations and unlock extraordinary results. His signature Real Magic LIVE© experience blurs the line between a show and a seminar, turning abstract concepts into unforgettable moments of clarity. To date, this work has generated more than $12M in revenue, proving that transformation can be both magical and measurable.

Today, Anders’ mission is simple but powerful: to help high achievers create quantum leap breakthroughs so they can live happier, healthier, and wealthier lives.

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Introduction
In this Deep Dive episode, we dive into PwC’s latest AI Business Predictions — a roadmap offering insight into how companies can harness artificial intelligence not just for efficiency, but as a strategic lever to reshape operations, workforce, and long-term growth. We explore why “AI adoption” is now about more than technology: it’s about vision, leadership, and rethinking what work and human potential look like in a rapidly shifting landscape.

Key Insights from PwC* AI success is as much about vision as about adoption
According to PwC, what separates companies that succeed with AI from those that merely dabble is leadership clarity and strategic alignment. Firms that view AI as central to their business model — rather than as an add-on — are more likely to reap measurable gains. * AI agents can meaningfully expand capacity — even double workforce impact
One bold prediction: with AI agents and automation, a smaller human team can produce work at a scale that might resemble having a much larger workforce — without proportionally increasing staff size. For private firms especially, this means you can “leapfrog” traditional growth limitations. * From pilots to scale: real ROI is emerging — but requires discipline
While many organizations experimented with AI in 2023–2024, PwC argues that 2025 and 2026 are about turning experiments into engines of growth. The companies that succeed are those that pick strategic high-impact areas, double down, and avoid spreading efforts too thin. * Workforce composition will shift — rise of the “AI-generalist”
As AI agents take over more routine, data-heavy or repetitive tasks, human roles will trend toward design, oversight, strategy, and creative judgment. The “AI-generalist” — someone who can bridge human judgment, organizational culture, and AI tools — will become increasingly valuable. * Responsible AI, governance, and sustainability are non-negotiables
PwC insists that success with AI isn’t just about technology rollout; it’s also about embedding ethical governance, sustainability, and data integrity. Organizations that treat AI as a core piece of long-term strategy — not a flashy add-on — will be the ones that unlock lasting value.

What This Means for Leaders, Culture & Burnout (Especially for Humans, Not Just AI)* Opportunity to reimagine roles — more meaning, less drudgery
As AI takes over repetitive, transactional work, human roles can shift toward creativity, strategy, mentorship, emotional intelligence, and leadership. That aligns with your mission around workplace culture and “Burnout-Proof” leadership: this could reduce burnout if implemented thoughtfully. * Culture becomes the strategic differentiator
As more companies adopt similar AI tools, organizational vision, values, psychological safety, and human connection may become the real competitive edge. Leaders who “get culture right” will be ahead — not because of tech, but because of people. * Upskilling, transparency and trust are essential
With AI in the mix, employees need clarity, training, and trust. Mismanaged adoption could lead to fear, resistance, or misalignment. Leaders must shepherd not just technology, but human transition. * AI-driven efficiency must be balanced with empathy and human-centered leadership
The automation and “workforce multiplier” potential is seductive — but if leaders lose sight of human needs, purpose, and wellbeing, there’s a risk of burnout, disengagement, or erosion of cultural integrity. * For small & private companies: a chance to leapfrog giants — but only with clarity and discipline
Smaller firms often lack the resources of large enterprises, but according to PwC, those constraints may shrink when AI is used strategically. For mission-driven companies (like yours), this creates an opportunity to scale impact — provided leadership stays grounded in purpose and values.

Why This Topic Matters for the Breakfast Leadership Network & Our AudienceGiven your work in leadership development, burnout prevention, workplace culture, and coaching — PwC’s predictions offer a crucial lens. It’s no longer optional for organizations to ignore AI. The question isn’t “Will we use AI?” but “How will we use AI — and who do we become in the process?”

For founders, people-leaders, HR strategists: this is a call to be intentional. To lead with vision, grounded in human values. To design workplaces that thrive in the AI era — not suffer.

Questions for Reflection 1. What parts of your organization’s workflow could be transformed by AI — and what human strengths should those tools free up rather than replace? 2. How might embracing AI shift your organizational culture and the expectations for leaders? 3. What ethical, psychological, or human-impact considerations must you address before “going all in” on AI? 4. As a leader, how will you ensure the “AI-generalists” — employees blending tech fluency with empathy, creativity, and human judgment — are cultivated and supported? 5. How do you prevent burnout and disconnection while dramatically increasing capacity and output via AI?

Learn more at https://BreakfastLeadership.com/blog

Research: https://www.pwc.com/us/en/tech-effect/ai-analytics/ai-predictions.html

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In this episode, we dive into a game-changing Ivy Exec article exposing the gap between flashy workplace perks and what employees truly value for retention and satisfaction—think flexibility, mental health support, and financial security over office ping-pong tables.

Core Shift in Benefits: Leaders waste budgets on trendy amenities while employees crave practical supports that ease daily stress, like usable PTO and hybrid work options.

Top Used Benefits: Comprehensive health coverage, retirement matching, and simple-access mental health resources top the list, with high adoption when they're straightforward and stigma-free.

Flexibility Wins: Predictable time off and work autonomy beat "unlimited PTO" policies that no one dares to use, directly impacting job choices.

Key Takeaways

Audit usage data to cut underutilized perks and fund high-impact areas like therapy stipends, debt assistance, and career coaching.

Normalize mental health days and financial wellness programs to build loyalty amid burnout trends.

Co-design benefits with employee input for relevance, plus clear communication to boost satisfaction.

Subscribe to The Breakfast Leadership Show for more on burnout-proof cultures. Share your top benefit in the comments—how does your workplace stack up?

https://BreakfastLeadership.com/blog

https://FreeFromBurnout.com

https://Community.BreakfastLeadership.com

Source:

What Workplace Benefits Do Employees Actually Care ... https://ivyexec.com/career-advice/2025/what-workplace-benefits-do-employees-actually-care-about-and-use

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Improving Healthcare Access and QualityDr. Julie Wilson, a family physician in British Columbia, joined Michael to discuss her work in transforming healthcare workplaces. Her organization now manages 20 clinics and supports more than 100 healthcare providers across the province. Julie shared her motivation to expand access and improve the quality of care, especially as BC faces the dual challenge of an aging population and rapidly growing immigrant communities. She emphasized the essential role of primary care in offering trusted guidance and stability for patients. Michael noted that stronger healthcare systems support healthier communities, which ultimately strengthens economic productivity and quality of life.

The Healthcare Worker Shortage CrisisMichael and Julie explored the global shortage of healthcare workers, particularly physicians, which is placing immense strain on clinics and care systems. They discussed how rising patient volumes without matching compensation or support lead to burnout, turnover, and reduced quality of care. Julie highlighted the importance of creating supportive environments where healthcare professionals can practice in ways that align with their strengths and patient needs, rather than being restricted by rigid schedules or outdated expectations.

AI Integration in Clinical WorkflowMichael spoke about the importance of meaningful clinician–patient relationships, especially for individuals living with chronic conditions or complex medical histories. He reflected on the growing administrative burden clinicians face due to charting demands and documentation requirements, which often distract from patient care and contribute to burnout. Michael expressed optimism that AI integration into electronic health records could reduce these tasks and give clinicians more time with patients.

Benefits of AI in Healthcare DocumentationJulie and Michael discussed how AI can transform healthcare documentation. They noted that AI tools can improve the completeness and accuracy of patient records, reduce the hours clinicians spend on charting, and support better follow up and communication. Michael highlighted the potential for AI to uncover meaningful patterns in patient data that can ultimately improve outcomes. Both agreed that reducing administrative friction will allow healthcare professionals to focus more fully on the practice of medicine.

Autonomy and Support in Clinical SettingsJulie shared her philosophy for running medical clinics, grounded in autonomy, trust, and respect. She emphasized the value of listening to staff, providing emotional and operational support, and fostering a positive work culture. Michael added a personal example of creating a warm and welcoming atmosphere in one of his clinics, which aligned with Julie’s approach. Together, they underscored that when employees feel heard and supported, they deliver better care and maintain higher levels of engagement.

Website: https://terranovamedical.ca

LinkedIn: https://www.linkedin.com/in/julie-wilson-4a25b4214/

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Real Estate Syndication Investment Overview
Michael and Stewart explored the world of real estate syndication and why it has become a practical alternative to traditional property ownership. They explained how 25 to 50 investors can pool their capital to purchase larger properties, giving individuals access to substantial real estate deals without managing the property themselves. Stewart pointed out that although real estate is generally less liquid than stocks, the future looks promising as tokenization grows and could make private deals more accessible within the next few years.

Understanding Investment Risks and Rewards
Michael and Stewart broke down the complexities of alternative investments, especially in areas like cryptocurrency and innovative financial models. Stewart explained SEC rules for accredited investors and shared that typical syndicate minimums start at $50,000, with $25,000 possible for new investor relationships. They highlighted the potential for recurring cash flow, attractive tax advantages, and average annual returns around 13.5 percent, with a minimum expected return of 6.5 percent in the first year.

Real Estate Tax Depreciation Benefits
The conversation shifted into tax strategy, where Stewart explained how depreciation and bonus depreciation can significantly impact an investor's bottom line. He described cost recovery, the ability to deduct the cost of an asset over time, and how current tax laws allow for 100 percent bonus depreciation on certain types of personal property. Michael and Stewart emphasized that real estate offers unique tax opportunities through cost segregation, allowing investors to classify a large portion of a property's cost as personal property and deduct it in the first year.

Real Estate Investment Tax Benefits and Market Outlook
Michael and Stewart emphasized the importance of solid research and guidance from qualified financial professionals when evaluating real estate investments. They discussed how the U.S. economy is heavily tied to real estate and how government incentives often support development. Stewart shared his outlook on the housing market, predicting potential movement in the first half of next year if interest rates ease and new policies, such as down payment support or extended mortgage terms, are introduced.

Housing Market and Investment Insights
Wrapping up, Michael and Stewart discussed the importance of a balanced housing ecosystem that supports both home ownership and rental opportunities. Stewart encouraged listeners to explore more about their projects at harvardGrace.com and offered a free digital copy of his latest book to help aspiring investors deepen their understanding of real estate investing.

Stewart O. Heath, CPA

Stewart is the Founder and CEO of Harvard Grace Capital, a private equity real estate investment firm that helps individuals and business owners build wealth faster through hands-off real estate investing that generates passive income, reduces risk, and maximizes tax efficiencies.

Backed by a combined 150+ years of entrepreneurial and CRE experience, Stewart and the Harvard Grace Capital team have raised millions of dollars via syndications, and consistently deliver tax-advantaged 18%+ ROI on well-located commercial real estate assets (office, retail, medical, self-storage, etc.) between Nashville, Tennessee and Birmingham , Alabama.

Harvard Grace Capital stands out in a crowded market because of its focus on stabilized commercial real estate, which cash flows from day one – a refreshing contrast to high-risk, speculative ventures. Stewart and his team prioritize consistency and resilience in an economy that feels increasingly unpredictable, often reciting their motto: “boring is beautiful.”

A Certified Public Accountant (CPA), Stewart brings over 40 years of business experience to the real estate sector. His background spans multifamily and commercial development, construction, management, and investing, but it’s his CPA-level financial rigor that gives him an edge in deal analysis and risk mitigation.

Stewart’s journey has been deeply shaped by his comeback after losing everything in the 2008 financial crisis. Rather than retreating, he rebuilt smarter. He learned how to structure real estate portfolios that provide tax-optimized long-term, reliable returns. That experience now fuels his mission: to help investors navigate uncertain markets with investments that perform through all cycles and beat inflation.

More about Stewart:

Served as a COO/CFO across industries including media, manufacturing, and retail; held leadership positions at Tennessee Valley Properties, Creative Trust Ventures, Gaines Manufacturing Company, and more.
Former Board Member of the Freedom Business Alliance, the only global network creating business solutions to human trafficking.
Worked as a tax consultant with PwC in the 1980s, creating value or tax savings in the millions of dollars.
Hosted the Growth, Grace & Prosperity Podcast, where he interviewed top entrepreneurs, executives, and wealth builders about what it takes to succeed in business and life.

Social media links:

Linkedin https://www.linkedin.com/company/harvard-grace-corporation/

Stewart’s LinkedIn: https://www.linkedin.com/in/stewartoheath/

Facebook https://www.facebook.com/harvardgrace

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In this episode, I sit down with Dr. Alexandra Gajer, a board certified physician who made a courageous shift from emergency medicine to the world of performance health optimization. Dr. Gajer shared how she reached a point of burnout even though she loved her work in the ER. Her story highlights a powerful truth that many high performers overlook. Loving your career does not make you immune to burnout. She explained why self care cannot be something we practice only during off hours, and how traditional medicine often focuses more on disease than on sustaining long term vitality. I emphasized how essential her work is, especially for leaders and professionals who want to feel energized and capable for decades rather than reacting to health problems after they arise.

Optimizing Health for Career SuccessDr. Gajer broke down a shift she sees in her clients. Success is no longer just about titles or income. True success requires a strong foundation of health. She explained how metabolic health plays a central role in energy, performance, and longevity. Small changes in how the body uses food for fuel can create massive improvements. She also covered the importance of hormone health and how people at any age can regain optimal energy levels. Dr. Gajer described clients in their 70s, 80s, and even 90s who continue thriving because they invested early in their health and maintained consistent habits.

Health Habits for Peak Performance After 45We explored why leaders over 45 must be proactive about both cognitive and physical health. Many people hit their 40s with more wisdom, capability, and clarity than ever, yet their bodies begin sending subtle warning signs. Dr. Gajer explained how burnout symptoms often show up quietly for people in demanding professions like healthcare, leadership, and entrepreneurship. We talked about why mindfulness, nutrition, movement, and regular health assessments are essential investments for long term functionality and longevity.

Food Intolerance and Personal Health AwarenessI shared my own experience with food intolerance testing and how it changed the way I look at nutrition. Discovering that I have a potato allergy, despite my Irish roots, and an intolerance to eggs, despite the egg in my brand logo, created some irony and a lot of self reflection. I talked about how foods interact with one another much like medications do, and why paying attention to how your body responds can be a game changer for overall well being.

Whole Foods and Testosterone HealthDr. Gajer discussed the sharp decline in testosterone levels among men and why diet is a major contributor. She emphasized the importance of whole foods over processed products that are engineered to be addictive. Whole foods help regulate appetite, stabilize weight, and support hormone balance. She also highlighted the link between processed foods, inflammation, and cognitive decline. The message was clear. Your diet is creating either long term strength or long term struggle.

Healthy Eating for LongevityWe explored the consequences of poor dietary habits, including the rising rates of type 3 diabetes, Alzheimer's, and dementia. I shared why I believe medications like Ozempic are often used as a Band Aid for lifestyle choices rather than addressing root causes. We discussed how healthy food choices combined with regular movement help people maintain clarity, emotional stability, and resilience. When you take care of your body, you are better equipped to handle every other area of life.

Health Habits and Daily Well BeingDr. Gajer emphasized that small health habits create major shifts. He noted that it is never too late to start making positive changes. We discussed the importance of consuming adequate protein, supporting gut microbiome health, and using daily rituals to reduce stress. I reinforced that when you strengthen your health, your performance improves in your relationships, your leadership, and your decision making.

Inside Dr. Alexandra Gajer’s Health Coaching PracticeDr. Gajer shared an overview of her health optimization practice, which supports clients nationwide. Listeners can book a free intro call through her website theguyerPractice.com. With my background in primary care administration, I deeply appreciate how vital her work is for healthcare professionals and high performers striving to stay healthy while maintaining demanding careers. Her contact information is included for anyone ready to take the next step toward long term health and vitality.

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In this conversation, career ownership coach Maja Taylor shares powerful insights on what it truly means to take control of your professional future. She talks about helping leaders and professionals explore new career paths, including entrepreneurship, so they can maximize their potential and build careers that fully align with their goals and values. Maja encourages listeners to regularly review their career direction, consider alternative income streams and stay open to possibilities that may lead to greater fulfillment and independence.

Employee Engagement and the Need for Better Guidance

Michael discusses the growing disconnect many employees feel in today’s workplace and highlights how small businesses and leaders can play a pivotal role in guiding their teams toward greater engagement and clarity. He emphasizes the value of career exploration and meaningful conversations that help individuals uncover interests, strengths and untapped potential. Michael also shares personal stories about stepping into new roles without a perfect plan and learning through adaptability, curiosity and experience.

Navigating Burnout and Workplace Uncertainty

Maja speaks candidly about the rising rates of burnout she sees among clients, driven by layoffs, constant change and market instability. She explains how her coaching practice supports individuals during these challenging transitions by helping them rediscover confidence, purpose and possibility. Maja also reflects on her own journey from science to HR to leadership coaching, revealing how each chapter deepened her passion for helping others achieve greater self sufficiency and work life balance.

Corporate Experience as a Launchpad for Entrepreneurship

Michael reminds listeners that entrepreneurship is rarely about starting from zero. Skills gained in corporate environments, from operational insight to relationship building, can become powerful assets when launching a business. He encourages people to recognize the value of their existing expertise and leverage it instead of discounting it.

Career Coaching for the Shift Into Business Ownership

Maja outlines her approach to coaching professionals who are evaluating entrepreneurship, especially those who feel drained by corporate roles or stuck in burnout cycles. She uses assessments to help clients recognize their strengths and potential, and stresses the importance of being open minded as they explore ownership opportunities. Michael adds that many people underestimate their abilities due to work environments that suppress creativity and curiosity.

Curiosity as a Catalyst for Breakthroughs

Michael shares a personal story about taking a personality assessment with his former CEO and discovering they shared the same profile. The experience reminded him that curiosity is a powerful driver of self awareness and growth. He encourages listeners to lean into curiosity as a tool for breakthroughs, career shifts and life changing clarity.

Goal Setting, Reflection and a Free DISC Assessment

Maja talks about the impact of written goals, noting that only a small percentage of people write down their goals, yet nearly all who do achieve them. She offers a complimentary executive DISC assessment to help listeners better understand their personality patterns and career strengths. Michael encourages everyone to take advantage of the offer and reminds listeners that Maja’s contact information and social links are included in the show notes below.

Maja Taylor is a Career Ownership Coach with The Entrepreneur’s Source, where she guides people who are ready to step outside the traditional job market and into new possibilities. She supports clients as they explore entrepreneurship, business ownership, investments, licensing, and franchising, helping them design a career path that aligns with their values, strengths and long term vision.

Maja is driven by a deep passion for personal transformation and lifelong learning. She thrives on watching clients experience those pivotal AHA moments when they realize what they are truly capable of. Her mission is to help people rise to their full potential by building careers and businesses that reflect who they are and the life they want to create.

With a foundation in science education and talent development, Maja has worked across Europe and the United States in global organizations as a team leader, scientist, strategic HR professional, trainer, coach and mentor. She brings a unique blend of analytical thinking, people development expertise, and business strategy to every client engagement. Her work focuses on helping individuals grow their dreams, wealth and personal equity as they move toward self sufficiency and higher levels of fulfillment and success.

Background Overview

• Business Owner and Certified Professional Coach
• Global Talent, Learning and Engagement roles in Pharma and Biotech
• Management consulting experience with Fortune 500 organizations
• Scientific and HR leadership roles in manufacturing and environmental industries
• Education: BS in Pharmacy, University of Applied Sciences, Wiesbaden, Germany
• Credentials: Certified Coach, Human Resources Professional, Leadership Trainer and Facilitator; certified in DiSC, 360 assessments and multiple professional development tools

Connect with Maja

Website: www.majataylor.esourcecoach.com
Email: majataylor@esourcecoach.com
LinkedIn: https://www.linkedin.com/in/majataylor/
Facebook: https://www.facebook.com/majataylorcoach
Instagram: https://www.instagram.com/majataylorcoach

For your audience, add to captions, free offer – DiSC assessment with debrief - a $200 value – if your listeners reach out to me on social media/LI/Insta/FB/ or my website and book a call at www.majataylor.esourcecoach.com

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In this engaging conversation, Michael sits down with Colin MB Cooper to explore the intersection of human behavior, neuroscience, and artificial intelligence. Colin shares how his lifelong curiosity for technology began at age 13 when he disassembled his father’s computer, sparking a passion that now informs his work blending neuroscience and AI. Together, they reflect on decades of rapid technological change and the unique skillset Colin brings to understanding it.

Declining Workforce Competencies in Younger GenerationsMichael and Colin discuss an emerging concern: the decline in critical thinking, curiosity, and creativity among young professionals entering the workforce. Drawing on Michael’s experience hiring over a thousand employees and Colin’s global hiring experience, they highlight a growing gap between what schools teach and what businesses require. Both note that increased reliance on LLMs may be accelerating this divide, raising important questions about the future of work and education.

Technology Dependence and the Erosion of Critical ThinkingThe conversation turns to society’s increasing dependence on technology. Michael shares stories from his early career teaching new hires basic computer skills and even using games like Solitaire to enhance productivity. They discuss how global internet outages could disrupt daily life and why fostering critical thinking and curiosity is essential in today’s uncertain environment.

AI’s Rapid Integration and Its Impact on the WorkforceColin outlines the challenges organizations face as AI outpaces human adaptation. In education, technology is moving faster than teachers can adjust, and in the corporate world, AI-first strategies are leading to hiring freezes and the automation of repetitive work. He emphasizes a human-centered AI model that increases capability rather than replacing people. Real examples from healthcare and customer service highlight how AI can elevate human performance. Colin encourages listeners to upskill using free AI courses from providers like Google and OpenAI.

AI’s Transformational Potential in HealthcareMichael explores one of the most promising AI applications: healthcare. Drawing from his primary care leadership background, he discusses how clinicians spend excessive time on documentation rather than patient care. Colin agrees that AI could revolutionize healthcare workflows, lightening administrative burdens and improving patient outcomes, though both acknowledge the importance of safeguarding security and privacy.

Technology Behaviors: From Customer Service Hacks to Alexa in SchoolsMichael shares a practical tip about selecting different language options to reduce customer service wait times, then recalls a story of students misusing Alexa devices to order products without permission. It’s a humorous yet telling example of how quickly technology becomes woven into daily life.

Generational Differences in Adapting to TechnologyTo close the episode, Michael and Colin reflect on how older generations developed strong problem-solving skills due to limited access to support in their early tech experiences, while younger generations depend more heavily on constant connectivity. They discuss the vulnerability of this dependency, highlighted by the recent Cloudflare outage. Colin emphasizes that while technology will keep evolving, adaptability and resilience will determine how well society keeps pace.

Colin invites listeners to explore more of his work on his website and continue the conversation on the future of human capability in an AI-driven world.

https://colinmbcooper.com/

Welcome to this episode, where we sit down with Colin Cooper—a globally recognized high-performance business expert, entrepreneur, author, and philanthropist with over two decades of experience working with clients across 38 countries and hundreds of industries.

About Colin Cooper

Colin began his journey in business at just 13 when he discovered computers, launching his first website by 15 and igniting a lifelong passion for innovation and entrepreneurship. Today, he’s known for blending behavioural psychology, cutting-edge digital strategies, and AI technologies to create measurable, sustainable results for clients ranging from startups to Fortune 500 companies.

As the founder and leader of several successful businesses, Colin brings firsthand knowledge of entrepreneurial challenges and opportunities, delivering future-proof strategies that enhance performance, customer experience, and profitability. His approach to high performance sits at the intersection of human behaviour, business strategy, and neuromarketing.

Key Takeaways from Our Conversation

• Colin’s holistic philosophy on business growth, blending technology, behavioural science, and human-centred leadership.
• Insights from his extensive experience consulting globally and launching his own ventures.
• The role of natural horsemanship in developing leadership and emotional intelligence—focusing on trust, mutual respect, and clear communication.
• How Colin’s hands-on approach delivers guaranteed, measurable success and transforms both businesses and lives.
• Philanthropy, education, and community service as core motivators behind Colin’s career.

What Colin Offers

• Expert mentorship in leadership, business strategy, AI, and accelerated growth.
• Digital and AI-driven marketing and operational strategies.
• Personal guarantee of outstanding results—more time, less friction, higher net profits, and improved customer experiences for his clients.

Connect with Colin

If you’re ready to elevate your performance and achieve transformative results in business and life, Colin encourages you to connect and explore collaborative possibilities.

Tune in for actionable insights and inspiring stories from the front lines of global business leadership!

https://colinmbcooper.com/about-me/

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8 Ways to Reduce Stress in the WorkplaceEpisode Summary
Workplace stress steals joy, drains productivity, and harms overall well being. In this episode, we break down eight practical strategies employees and leaders can use to reduce stress, rebuild clarity, and create healthier work environments. If left unchecked, stress can impact performance, morale, and mental health, but the right habits and boundaries can change everything.

The Hidden Cost of Workplace StressStress is one of the biggest barriers to engagement and performance. Millions of workdays are lost each year due to stress, anxiety, and depression. Tight deadlines, heavy workloads, and lack of support are often the biggest contributors. Ignoring stress hurts people and companies. Addressing it helps everyone thrive.

8 Ways to Reduce Workplace Stress1. Recognize the Early SignsIrritability, worry, trouble sleeping, shallow breathing, and trouble focusing are often the first signals. Understanding how stress shows up emotionally, physically, and behaviorally helps you catch it before it escalates.

1. Identify the SourceIs it workload? Expectations? A demanding boss? Interpersonal conflict? Clarity helps you respond more intentionally and set healthier boundaries.

2. Set Clear BoundariesBoundaries communicate what is acceptable and sustainable. Whether it is availability, workload, or working hours, defining your limits reduces overload and protects your well being.

3. Evaluate Life Outside of WorkYour routines matter. Poor sleep, rushed mornings, and lack of recovery time amplify workplace stress. Incorporate activities that reset your nervous system like yoga, exercise, or quiet mornings.

4. Practice MindfulnessStaying grounded in the present moment reduces anxiety about yesterday’s mistakes or tomorrow’s deadlines. Mindfulness, breathwork, and even aromatherapy can help calm the mind and increase clarity.

5. Stay ConnectedStrong relationships act as a buffer against stress. Talking with trusted friends, colleagues, or family helps you problem solve, feel supported, and maintain perspective.

6. Avoid Unhealthy Coping HabitsAlcohol, junk food, caffeine overload, and smoking increase stress long term. Choose healthier outlets like movement, meditation, and nourishing routines to support your mental and physical health.

7. Work Smarter, Not HarderMultitasking increases errors and stress. Focus on single tasking, prioritizing what matters most, and organizing your workload in a manageable way. Efficiency reduces pressure.

Why Employers Should CareHealthy employees perform better. Organizations that prioritize well being experience higher morale, stronger retention, and greater productivity. Flexible work options, reasonable expectations, appreciation, and opportunities for connection all reduce workplace stress.

Final TakeawayStress does not have to dominate your work life. When employees understand the signals, identify the root causes, and take proactive steps to manage stress, everyone benefits. When leaders support this effort, workplace culture transforms. Reducing stress is possible – and it starts with awareness, boundaries, connection, and smarter working habits.

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In this episode, I sit down with Matt Marcotte — a seasoned retail and customer experience leader who has shaped some of the world’s most iconic brands. We explore what it really takes to build, scale, and transform organizations through culture, leadership, and a relentless focus on the customer. Matt shares insights from decades of navigating high-pressure environments, leading teams through disruption, and finding clarity in complexity.

Throughout our conversation, we dig into the mindset shifts leaders must make to succeed today, why experience is becoming a non-negotiable differentiator, and how the best organizations create consistency without stifling creativity. We also get personal: Matt opens up about his own evolution as a leader, where he’s gotten it wrong, and what he’s learned along the way. If you’re looking to elevate your leadership, rethink how you serve your customers, or simply hear a refreshingly honest perspective from someone who’s been in the trenches — this episode is for you.

Book Description Built on Belief: Why Cultures of Commitment Are the Competitive Advantage

What drives truly successful organizations? It is not just products, processes, or profits—it is belief.

In Built on Belief, leadership advisor Matt Marcotte reminds us that people are a brand’s greatest asset. When leaders and teams align around a shared belief, commitment naturally follows—and commitment always outperforms compliance.

This book is for leaders who want to inspire collaboration instead of control, employees who thrive in connection, and customers who stay loyal because of meaningful experiences.

Marcotte doesn’t offer empty corporate jargon or quick-fix trends. Instead, he distills three decades of leadership lessons into practical, human-centered strategies, including:

• How to clarify and codify the beliefs that define your brand
• How to shift from box-checking compliance to genuine commitment
• How to inspire people with a shared North Star

If you want to lead a culture that begins in the heart, aligns the head, and moves through the hands of every person in your organization, Built on Belief is your guide.

Author Biography Matt Marcotte is the founder of M2 Collaborative, a leadership coaching and brand strategy consultancy. Over more than 30 years in the C-suite, Matt has helped build, scale, and reinvent some of the most iconic brands in the world, including Apple, Gap, Tory Burch, Bergdorf Goodman, and Salesforce.

He teaches MBA students at Boston College—his alma mater—on the power of brand and consumer relationships. A Columbia University–trained coach, Matt has been recognized as one of RETHINK Retail’s 100 Most Influential People and a Thinkers360 Top 100 Thought Leader.

Matt brings both wisdom and warmth to his work, balancing strategic insight with an unwavering belief in people. He lives in Boston with his husband and their dog.

Connect with Matt on LinkedIn

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The Power of Purpose and People with Stephen Dwyer

In this episode, I sit down with Stephen Dwyer, Incoming CEO (January 2026) of the American Staffing Association (ASA), to explore the intersection of purpose, leadership, and the future of work. From his early ambitions of becoming a lawyer to leading one of the most influential organizations in the staffing industry, Stephen shares the pivotal moments that shaped his journey—and the values that guide his leadership today.

We unpack the evolution of the staffing sector, how ASA is addressing today’s workforce challenges, and why people-centered leadership is not just a philosophy but a necessity. If you’re passionate about shaping workplaces where people thrive, this conversation is one you won’t want to miss.

Episode Highlights

[0:51] – Stephen’s unconventional path from law to leadership
[3:20] – Lessons from two decades at the American Staffing Association
[6:45] – Navigating workforce disruption and embracing innovation
[10:12] – The human side of staffing: why people matter most
[14:05] – Stephen’s vision for the future of work and leadership
[18:40] – Advice for leaders navigating change in today’s world

🔗 Links & Resources

• American Staffing Association: americanstaffing.net
• Connect with Stephen Dwyer on LinkedIn: Stephen Dwyer

If you enjoyed this episode, be sure to rate, follow, and leave a review. Share it with someone who needs to hear this message today!

Stephen Dwyer is a leading authority on the legal and public policy aspects of staffing. He engages in and coordinates the association’s legal and public affairs activities and advises the staffing industry on labor and employment law and policy issues. He has testified before legislatures and regulatory bodies regarding, and written extensively and spoken widely on, the staffing industry.

Before joining ASA, he was associated with the New York multinational law firm Chadbourne & Parke, as well as De Forest & Duer, a 100-year-old Wall Street firm. Dwyer is a member of the New York, New Jersey, Massachusetts, Virginia, and District of Columbia bar associations.

https://americanstaffing.net/

https://www.linkedin.com/in/stephen-dwyer-aa1116/

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Overview:

In this episode, we unpack key takeaways from Workplace Culture, a resource designed for startup founders, early-stage leaders, and forward-thinking HR professionals who recognize that scaling rapidly without a solid cultural foundation is a recipe for disaster.

The message is clear: Culture is not a line item to revisit after funding, it’s the operating system that determines whether your startup survives, thrives, or crashes from the inside out. As I always say, growth without culture fails.

If you're tired of watching talent burn out or team energy fizzle after every sprint, this briefing is your wake-up call.

Key Themes and Insights:

Why Startups Get Culture Wrong (and Fast):
Speed. Funding. Product. That’s the holy trinity for most founders, but in chasing those, culture often gets left behind. When culture isn’t intentional from day one, toxic behaviors like overwork, communication breakdowns, and "hero" leadership creep in and calcify.

Big Insight: Culture is defined by what you tolerate, not by what you write on a wall. It’s what happens when you’re not watching. That’s the truth every founder needs to confront.

The 5 Culture-First Non-Negotiables:

1. Values You Can Actually Live By:
   Your values should drive who you hire, promote, and let go, not just what’s printed on the About page. They need to guide daily decisions.
2. Leadership That Walks the Talk:
   Culture starts at the top. If your leadership team doesn’t model integrity, ownership, and vulnerability, don’t expect your team to either.
3. Psychological Safety = Speed:
   When failure isn’t punished, learning accelerates. Teams move quicker when they don’t fear retribution for mistakes.
4. Sustainable Pace Over Hustle:
   Growth doesn’t have to mean burnout. Smart startups build in systems for clarity, rest, and reflection, so momentum doesn’t cost mental health.
5. Rituals That Reinforce Culture:
   Culture isn’t just what’s said in all-hands meetings. It’s embedded in daily rhythms, standups, weekly wins, story-based onboarding,that scale better than a mission statement.

Culture Health Check – Ask Yourself:

• What gets celebrated on your team and why?
• What behaviors are you tolerating that go against your values?
• What emotional experience does a new hire have in their first week?

If your answers are vague, your culture is likely running on autopilot and that’s dangerous when growth accelerates.

Final Takeaway:

Culture isn’t the “soft stuff.” It’s your infrastructure. If you’re scaling, it’ll either be your engine or your anchor. Make it your engine.

Call to Action:

Want to embed culture-first practices today? Download the Workplace Culture Blueprint for just $7, built to give you immediate traction. And for deeper support, join our monthly culture-first community where growth-minded leaders come to share, learn, and lead better.

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2025 has been a challenging year for many of us.

Take the time for the rest of 2025 to reflect on your year, with the desire to make 2026 your best year yet.

Write down your goals. Yes, literally write them down on paper.

Say them out loud.

Every. Single. Day.

See you in '26!

Mike

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In today’s digital world, social media isn’t just an optional add-on for brands — it’s a core channel for communication, community building, and growth. But with shifting platforms, ever-changing algorithms, and higher audience expectations, simply “being on” social media isn’t enough. Growing brands need strategy, consistency, and expert support to stand out. In this episode, I’ll walk you through why outsourcing to a social media marketing agency can be a game-changer — and when it might be time to make that move.

🧭 Key Discussion Points1. What a Social Media Marketing Agency Actually Delivers

* Beyond posting: strategy, content planning, engagement, analytics. Breakfast Leadership Network
* The agency as a trusted guide for how your brand shows up. Breakfast Leadership Network
* Typical deliverables: content calendars, cross-platform management, visual design + short-form video + captions, analytics reporting.

1. Core Reasons Growing Brands Need Agency Support

   • Keeping Up with Constant Algorithm Changes: Platforms like Instagram & TikTok update frequently; agencies monitor and adapt.
   • Authentic and Consistent Content: Audiences reject generic posts — you need a consistent voice & creative content without burning internal resources.
   • Expertise With Platforms and Trends: Each platform has its own language. Agencies know how to tailor your message for Instagram vs LinkedIn vs TikTok.
   • Standing Out Among Growing Competition: It’s not just about showing up — it’s about being memorable. Agencies help you find new formats, fresh story angles.
   • Being Present Across Multiple Platforms: Your audience lives in many places online. Managing tailored messaging across platforms is a big task. Agencies manage the complexity.

   • When It’s Time to Consider an Agency

   • When your internal team is overwhelmed by the demands of content, engagement, platforms.

   • When you feel your messaging is inconsistent or uninspired.
   • When you fail to keep up with new formats/trends or your organic reach is dropping.
   • When you want social media to move from “nice to have” to a steady growth channel.

🎯 Takeaways for Your Audience* Social media is no longer optional — it’s essential. https://Social.BreakfastLeadership.com * A solid agency partnership can provide the structure, expertise, and bandwidth your brand needs to keep up and stand out. * If your brand is growing but your social media feels chaotic, inconsistent, or ineffective — that’s a red flag. * A great agency will align with your business goals, know your audience, create platform-specific strategy, and deliver with measurable metrics.

🔗 Resources Mentioned Blog Article: Why Every Growing Brand Needs a Social Media Marketing Agency* – Breakfast Leadership Network. Breakfast Leadership Network * Get help today! https://Social.BreakfastLeadership.com * Related topics: Strategy, content planning, platform-specific tactics, algorithm changes. * Want help? https://Social.BreakfastLeadership.com

🎙️ Call to ActionIf you’re a brand leader listening right now and this topic resonates:

• Ask yourself: Are we truly leveraging social media as a growth engine — or just ticking the box?
• If the answer leans toward “we’re struggling,” then schedule a 30-minute audit: What platforms are we on? Are we consistent? Do we know our audience and goals? Are we being strategic—or just reactive?
• Reach out to us at Breakfast Leadership if you’d like a recommended framework for evaluating a social media partner (and for hearing about agency models that actually deliver).

Get help today: https://Social.BreakfastLeadership.com

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Navigating Bold Leadership and Media Strategy with Heather Adams

In this episode, I sit down with Heather Adams—a powerhouse in branding, publicity, and media strategy. Heather shares her incredible journey from government communications to leading high-impact publicity campaigns for bestselling authors and thought leaders. We talk about the bold moves she’s made in her career, the lessons she’s learned about leadership, and the importance of clarity and confidence in branding yourself or your business.

We also explore what it takes to stand out in a crowded media landscape, how to build lasting relationships in business, and the daily disciplines that help her stay grounded as a leader, wife, and mom. Whether you're an aspiring entrepreneur or a seasoned executive, this conversation is packed with inspiration and actionable insights that will elevate your game.

Heather Adams is the founder and CEO of the communications firm Choice Media & Communications, bringing more than 25 years of brand-strategy and publicity experience to the table. She’s built a reputation for helping clients launch more than 100 New York Times best-selling books and earn national media coverage in outlets like PEOPLE, The New York Times, and TODAY.

Follow Heather on the socials @ HeatherDixonAdams

As your host and “southern girlfriend,” Heather is on a mission to help you amplify your voice, scale your brand, and build a life you love—on your terms. She blends high-level strategic insight with real-world authenticity, celebrating ambitious, driven women who want both impact and meaningful quality of life. Choice Media Communications

Each week on the podcast, Heather invites you into candid conversations with savvy entrepreneurs, brand-builders, and thought leaders. You’ll walk away with practical strategies for getting known, stories of how change-makers disrupted the status quo, and the encouragement you need to ask for what you want in business and in life.

Tune in and get ready to step into your brand boldly—and become known.

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In this episode, Michael sits down with Steve Tashjian, a world class high performance consultant with a deep background in elite sports. Steve’s journey has taken him from physical therapy and performance coaching to high level consulting roles across the Premier League and the US men’s national team during their World Cup run. His mission is simple and powerful: help individuals and teams excel in high pressure environments by applying the same systems, preparation, and mindset used at the top levels of global sport.

Inside the Premier League Pressure CookerMichael and Steve explore the intensity of the Premier League, a global powerhouse where fans live and breathe every match and where underperforming teams face immediate consequences through relegation. Michael draws a parallel between the world of professional football and the realities of modern business. Both are unforgiving. Both require consistent high performance. Both reward teams that are disciplined, adaptable, and built on strong systems.

Steve reinforces that managing pressure is not a luxury, it is a necessity. Whether you are a Premier League striker or a CEO carrying payroll, the demands are similar. Pressure reveals your habits, exposes your preparation, and tests your ability to stay composed when everything is on the line.

Turning Pressure Into a Growth AdvantageMichael and Steve dive deep into what separates those who crumble under pressure from those who rise. Drawing from Steve’s experience with the national team on the world stage, the lesson is clear: preparation and process win. When everything around you is chaotic, your systems and habits become your anchor.

They discuss how organizations of all types can treat pressure as a growth opportunity. High achievers are not born for pressure, they train for it. They rehearse. They refine. They use adversity as data rather than judgment. Michael highlights that leaders who adopt this mindset build teams that are far more resilient and far more adaptable to change.

Systems, Structure, and Leadership at ScaleThe conversation shifts to the backbone of any high performing environment: systems. Michael and Steve explore how elite sports teams like Everton Football Club create frameworks that guide decision making even in constantly changing conditions. When systems are well defined and widely understood, teams can move with speed and clarity, even when the stakes are high.

Steve also speaks to the human side of leadership. Biases, emotions, and external pressures often influence decisions more than leaders realize. Great leaders build awareness around these blind spots. They collaborate intentionally. They take smart risks instead of reactive ones. Michael underscores that systems and leadership must coexist. Without systems, leaders get overwhelmed. Without leadership, systems fall flat.

Website: elevationprox.com

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Creating Organizational Cultures That Actually WorkIn this episode, Michael and cultural anthropologist Jitske Kramer dive deep into the heart of organizational culture. Michael shares a story from a startup he supported, where a crystal clear sense of purpose created unity, loyalty, and a genuine feeling of belonging. Employees stayed because they felt connected to something bigger than a job description.

Jitske expands on this by highlighting how leaders shape culture through the behaviors, values, and norms they model. She stresses that culture is never an accident. It is a series of daily choices and conversations. When leaders fail to engage with their teams or invite them into meaningful decision making, organizations lose clarity and people lose their sense of belonging.

Both Michael and Jitske agree that leaders miss countless opportunities to build trust simply because they are not intentionally engaging with their people.

Transformative Leadership and the Power of Human ConnectionMichael brings up a powerful metaphor involving an orchestra conductor to show how communication and knowledge flow can transform the relationship between leaders and their teams. When the conductor shifts from directing to connecting, the entire ensemble transforms. The energy changes. People take ownership. Collaboration becomes natural rather than forced.

Jitske builds on this idea by contrasting transactional interactions with transformative ones. Transactional moments keep the lights on, but transformative moments build the future. She emphasizes the need for what she calls campfire conversations. These are the unhurried, human centered discussions where ideas form, trust deepens, and innovation actually has space to emerge.

They conclude that the most successful organizations are the ones that prioritize human to human connection over rigid systems and corporate scripts.

Finding Clarity in the Messy Middle of ChangeJitske introduces her latest book, Tricky Times, which explores liminality. Liminality refers to the messy middle stage of change when the old story no longer works and the new story is not yet formed. She describes this phase as uncomfortable but deeply necessary.

She explains that societies worldwide are wrestling with a kind of midlife crisis. People are questioning the expectation of nonstop economic growth and the conflict it creates with environmental and social realities. In these liminal spaces, power dynamics shift. Cultural identities get rewritten. Leaders are challenged to redefine what truly matters.

Michael shares how timely these insights feel, especially given the current political climate in the United States and abroad. He highlights how difficult but essential conversations shape whether we move forward with intention or stay stuck in old patterns.

Leading with Courage in Tricky TimesJitske describes the leadership challenges she writes about in Tricky Times. She warns against leaders who act like tricksters, constantly pushing boundaries without offering guidance or stability. True leadership requires bold honesty, grounded decision making, and the willingness to enter uncomfortable conversations.

She emphasizes that balanced leadership is essential. Leaders must be willing to question assumptions, tell the truth about what is working and what is not, and invite their organizations into deeper reflection.

Tricky Times has become a bestseller in the Netherlands, and Jitske is sharing its message with influential political leaders who are navigating uncertainty on a national scale. The book is available as an e-book on Amazon and offers a grounded, human centered framework for leading through cultural transformation.

Jitske Kramer is a renowned Dutch corporate anthropologist who translates real-world lessons from communities around the globe into practical tools for modern workplaces.

She travels the world to learn from traditional healers, innovators, random passers-by, and everyday communities, studying how humans bond, lead, and resolve conflict — and brings those insights into the boardroom.

Her latest book, Tricky Times (a #1 Dutch bestseller), explores what it takes to lead in “the messy middle” — those uncertain in-between phases where old systems break down before new ones emerge.

With 25+ years of experience, she has shaped transformation for Nike, Unilever, Calvin Klein, and Philips, authored 9 bestselling books (150,000+ copies sold), and spoken alongside Simon Sinek, Amy Edmondson, Yuval Noah Harari on stages like TEDx and Workhuman Live.

Jitske’s sharp, funny, and “aha”-filled style makes anthropology highly accessible for leaders facing change, culture challenges, and transformation.

Topics:

• The messy middle: Leading effectively through uncertainty and liminal times
• The real drivers of company culture: Rituals, symbols, and hidden power structures
• How to “think like an anthropologist” to sense change and spot unseen dynamics
  The difference between formal power and cultural power — and why rank-awareness is critical for leaders
• What tribes can teach today’s organizations about handling dilemmas and conflict

More about Jitske:

• • Founder of HumanDimensions, a pioneering training company that helps organizations strengthen teamwork and company culture.
  • Featured in the Patterns of Life documentary series, in which she traveled to India as an anthropologist.
  • Former Fellow at the Oxford Leadership Academy; holds a master's degree in cultural anthropology from Utrecht University.
  • Other books by Jitske: Building Tribes, Wow! What a Difference, Work Has Left the Building, Jam Cultures, andThe Corporate Tribe (which won the prestigious 2016 Management book of the Year Award).
• Take a look at Jitske’s keynotes, other public speeches, TV appearances, and writings.

To get a sense of Jitske, here's an appearance she made on The Culture Lab podcast, talking about the making of a corporate tribe and how to effectively deal with diversity in a team.

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Episode Overview
In this episode, Michael talks with San Diego-based real estate investor Justin Brennan about one of the hottest topics in housing today, the rise of the 50-year mortgage, and what it means for homebuyers, investors, and the future of urban development. Their discussion explores the practical realities behind long-term mortgages, market resilience, and the shift toward apartment investments as a sustainable wealth strategy.

50-Year Mortgage Market InsightsMichael and Justin open with a breakdown of the new 50-year mortgage trend. While these loans may sound like a solution for affordability, Justin explains that they’re mainly amortization tools designed to reduce monthly payments, not a pathway to home ownership. Since the average homeowner stays in their property for 5.5 to 7 years, very few people will ever pay off a home under such a long-term structure.

The takeaway: it’s more about short-term cash flow than long-term payoff.

Real Estate Lessons from Family and ExperienceJustin shares how his upbringing in San Diego shaped his perspective. Coming from a family deeply rooted in both real estate and military service, he learned valuable lessons about risk, leverage, and resilience from his grandmother and father. His father’s experience during the 2008 financial crisis inspired Justin to take a more measured, apartment-focused investment approach that prioritizes stability and steady income.

Housing Market Trends and ResilienceMichael draws parallels between the cyclical nature of the auto and housing sectors, noting that true wealth often comes from those who rebuild after financial loss. Together, they examine current trends: single-family housing shortages in coastal markets, the growth of vertical construction in San Diego, and temporary oversupply in Sunbelt regions. Both agree that while red tape slows coastal development, new models for multifamily housing are creating fresh opportunities for investors.

The Baby Boomer Housing ShiftMichael predicts a generational shift on the horizon as baby boomers eventually leave the housing market. With many holding onto single-family homes longer than ever, a massive turnover is expected in coming decades. This could lead to the redevelopment of neighborhoods into multifamily housing, reshaping the fabric of communities nationwide. Justin agrees, noting that this transition will open doors for new investors and developers focused on density and urban design.

Apartment Investing Insights and StrategiesJustin goes deep into apartment investing, emphasizing its scalability and operational efficiency. He contrasts apartment ownership with single-family rentals, pointing out reduced maintenance costs, shared insurance, and easier management structures. His key message: mastering deal analysis and financing structures is essential to unlocking the best real estate opportunities.

Apartment Syndication Investment OverviewFor those with limited capital, Justin explains how apartment syndication can serve as an entry point. With as little as $30,000, investors can join syndicates that purchase 10 to 30-unit buildings in affordable markets like the Midwest. He compares syndicators to high-level problem solvers, likening their expertise to neurosurgeons or hedge fund managers. The value lies in their ability to identify, structure, and manage complex deals that generate long-term wealth and legacy potential.

Real Estate and AI IntegrationMichael and Justin discuss how artificial intelligence is reshaping real estate strategy. From analyzing property data to modernizing apartment amenities like Wi-Fi, digital shopping hubs, and smart community features, AI is becoming a tool for creating scalable and livable investments. They stress that success comes from curiosity, understanding market language, and embracing innovation.

Real Estate Entrepreneurship and ResilienceJustin closes by sharing his entrepreneurial journey—marked by persistence, calculated risk, and the ability to take action even when under pressure. He encourages listeners to use downtime productively, whether that means starting a side hustle or investing in real estate education.

His final message: the ability to endure stress and uncertainty is what separates dreamers from successful entrepreneurs.

Find out more:

https://www.brennanpohle.com/

YouTube: https://www.youtube.com/@JustinBrennan

Learn more insights from Michael Levitt and thought leaders shaping the future of leadership, resilience, and success at BreakfastLeadership.com/blog.

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Exiting Tech Businesses: Insights from Draven
Draven, a seasoned tech entrepreneur, joined Michael to discuss his journey of building and successfully exiting two tech companies. The first was a software development agency that he scaled organically, and the second was a field service management business sold to a billion-dollar private equity group in July 2024. Draven shared valuable lessons on how taking outside investment impacts exit strategies, stressing the importance of market timing, investor expectations, and strategic foresight.

Resilience and Entrepreneurial Growth
Draven opened up about his early life challenges, including being homeless at 18, and how those experiences shaped his mindset. Once something he hid, his story has now become a source of strength, teaching him resilience and empathy. Michael pointed out that Draven’s grounded approach to entrepreneurship reflects a focus on survival and practical outcomes rather than distractions. Draven shared how his mindset evolved from surviving to thriving—seeking growth and purpose beyond financial goals.

Journey to Personal Resilience
Michael reflected on his own experiences of overcoming adversity, including a near-fatal heart attack and financial setbacks. These moments reinforced the importance of resilience and personal evolution. Both Michael and Draven agreed that while financial success matters, the deeper reward comes from self-development, expanding one’s potential, and learning through change. They discussed how continuous adaptation of tools, strategies, and mindsets is crucial for navigating both business and life’s transitions.

Klipboard.io’s Field Service Management Focus
Draven shared insights into his company Klipboard.io, which was acquired by Carriage Commercial Systems in July 2024 and rebranded globally. Klipboard.io specializes in field service management software that empowers technicians in plumbing, HVAC, and fire equipment industries through digital tools for operations, quoting, scheduling, job management, invoicing, and accounting. Michael connected this to his own consulting experiences, emphasizing the importance of technology that simplifies processes instead of complicating them. Draven agreed, underscoring how meaningful it feels to deliver solutions that make technicians’ work more efficient and rewarding.

Benefits of Field Service Software
Together, Michael and Draven explored how Klipboard.io’s platform helps field service teams streamline workflows and reduce operational bottlenecks. By automating manual processes, businesses can increase their capacity and focus on serving clients. Draven noted that many service companies still lack modern digital systems, making tailored solutions essential for improving productivity and profitability. Both emphasized the power of listening to users and designing around their real-world needs for stronger adoption and measurable results.

Collaboration and Feedback in Leadership
Draven and Michael closed the conversation by discussing leadership, collaboration, and the importance of feedback in building great products and organizations. They highlighted that simplifying processes, including diverse perspectives, and inviting constructive input lead to better outcomes. Draven shared that surrounding himself with knowledgeable, thoughtful people has been key to his growth as both a leader and entrepreneur.

Connect with Draven
Listeners can connect with Draven via his LinkedIn profile or his personal website. Learn more about Klipboard.io’s field service management solutions at klipboard.io.

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Overview
In this episode of the Breakfast Leadership Show, Michael Levitt welcomes Henry Yoshida, founder and CEO of Rocket Dollar, for a deep dive into how technology is reshaping investment accessibility. Together, they explore how average Americans can take control of their financial futures through self-directed IRAs and alternative asset investing.

Empowering Diversified Investment AccessHenry Yoshida opened the conversation by outlining the sharp decline in publicly traded companies—from roughly 16,000 to around 4,000 over the last century. He explained that a small group of leading firms in the S&P 500 now drive the majority of market returns. This imbalance inspired him to create Rocket Dollar, a platform designed to help investors diversify into non-correlated assets such as real estate. Interestingly, the company’s name came from his six-year-old daughter, representing the idea that investors can “go further” with their money.

Enhancing Investment Accessibility Through TechnologyMichael and Henry discussed the evolution of financial markets and the crucial role technology plays in improving access to alternative investments. While the stock market has historically trended upward, Henry emphasized that returns depend heavily on timing. He shared how Rocket Dollar uses technology to simplify complex investment processes, giving everyday investors access to opportunities once reserved for institutions.

Real Estate Investment OpportunitiesMichael turned the discussion toward real estate, describing it as one of the most tangible and stable investment opportunities. He noted how modern platforms like Rocket Dollar make it easier to participate without the traditional headaches of property management. Henry agreed, highlighting that real estate investing can provide not only financial returns but also personal satisfaction and control.

Self-Directed IRA Real Estate InvestingHenry explained the advantages of self-directed IRAs in allowing investors to use retirement funds for local real estate ventures. Unlike the abstract nature of public markets, this approach connects investors directly with their communities and properties. He pointed out that the ability to personally inspect and enhance properties provides a deeper level of engagement and understanding.

Investments and Community BelongingMichael and Henry explored how investments can build stronger local economies. They discussed Austin’s growth as an example of how local investments can benefit both residents and investors. Michael emphasized that meaningful investments don’t just generate profit—they foster a sense of belonging and collective progress.

Local Investment Strategies for RetirementHenry described Rocket Dollar as a bridge between traditional retirement savings and local investment opportunities. By investing in local startups or real estate, individuals can strengthen their communities while diversifying their portfolios. Michael underscored the mutual benefit of this model, which supports small businesses and generates sustainable growth within neighborhoods.

Private Investment Opportunities and TrendsWrapping up the conversation, Henry and Michael discussed the growing shift from public to private investments. Henry highlighted the potential for investors to tap into emerging opportunities in private companies such as OpenAI and SpaceX, leveraging their existing retirement funds through Rocket Dollar’s platform. Michael encouraged listeners to explore diversification, think locally, and take advantage of new investment pathways that align personal wealth-building with community impact.

Connect with Henry Yoshida:
Visit RocketDollar.com to learn more about self-directed IRAs and alternative investments.

Listen to more episodes and insights at:
BreakfastLeadership.com/blog

Henry Yoshida, CFP®CEO & Co-Founder, Rocket Dollar | SVP, Retired.com

Henry Yoshida is a financial innovator who’s reshaping how Americans invest for their future. As the CEO and Co-Founder of Rocket Dollar, Henry empowers everyday investors to take control of their retirement savings through self-directed IRAs and Solo 401(k)s that unlock access to real estate, startups, and alternative assets traditionally reserved for the wealthy.

Before launching Rocket Dollar, Henry founded Honest Dollar, a robo-advisor retirement platform backed by venture capital and later acquired by Goldman Sachs, and MY Group LLC, which was acquired by Captrust. His decade at Merrill Lynch built the foundation for his mission to democratize wealth-building through smarter, tax-advantaged investing.

A Certified Financial Planner with an MBA from Cornell University and a degree from The University of Texas at Austin, Henry blends Wall Street expertise with a visionary approach to fintech innovation. His work has been featured across leading media platforms for its impact on the future of retirement investing.

When he’s not helping investors rethink what’s possible with their money, Henry enjoys life in Austin with his two daughters.

Signature Topics:
– Tax-Advantaged Wealth Building
– The Future of Retirement Investing
– Real Assets in Retirement Portfolios
– Democratizing Alternative Investments

Learn more:
rocketdollar.com/podcast | LinkedIn: Henry Yoshida

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Episode Summary:
In this episode, Michael welcomes Megan Bennett, a 23-year veteran in public relations, to discuss how authentic storytelling continues to outperform traditional advertising and paid promotions. Megan shares insights from her boutique agency’s work across the wellness, beauty, health, lifestyle, and technology sectors. Together, they explore why PR remains one of the most authentic and trusted marketing methods in today’s media landscape.

Podcast Growth and PR Strategies
Michael reflects on the evolution and growth of the Breakfast Leadership Show, discussing ways to further impact his audience. Megan explains her approach to uncovering compelling brand narratives and unique angles that resonate with media outlets. The two agree that the secret to great PR lies in finding the deeper story that differentiates a brand and connects emotionally with its audience.

Crafting Effective PR Pitches
Megan shares actionable strategies for crafting standout pitches in a crowded media space. She emphasizes the need to go beyond generic press releases and to develop unique, intriguing storylines that invite curiosity. Michael and Megan discuss how these approaches can lead to broader media coverage and syndication, helping brands gain meaningful visibility.

PR Lessons from the Pandemic
Reflecting on the challenges of the COVID-19 era, Megan explains how her virtual PR agency adapted to rapid change by offering flexible contracts and reduced fees. Despite global uncertainty, she saw increased demand from consumer product and wellness clients who were pivoting to meet home-based needs. Michael and Megan highlight the power of adaptability, creativity, and resilience in maintaining business continuity during crises.

Remote Work and Productivity Insights
The conversation turns to remote work culture. Megan shares her experience managing growing workloads in a virtual environment, while Michael notes that many businesses underestimated the productivity of remote teams. They discuss how some companies thrived by anticipating market rebounds, underscoring the value of strategic foresight and maintaining momentum during challenging times.

AI’s Role in PR and Media Relations
Michael and Megan explore how artificial intelligence is reshaping public relations. Megan discusses using tools like ChatGPT to assist with research, brainstorming, and media contact discovery. Both emphasize that while AI can enhance efficiency, it cannot replace the human relationships and intuition that define great PR. They agree that integrating AI thoughtfully can amplify storytelling while preserving authenticity.

Key Takeaway:
Authentic PR is not just about getting attention; it’s about telling stories that matter. By combining traditional relationship-driven strategies with emerging technologies, brands can navigate today’s complex media environment with integrity, creativity, and impact.

Learn more at: BreakfastLeadership.com
Listen to more episodes: The Breakfast Leadership Show Podcast
Related reads: Workplace Culture and Burnout Proof

Megan Bennett is the CEO of national boutique PR agency Light Years Ahead dedicated to helping businesses, especially small entrepreneurs, build their images, often from scratch.

Megan is known in the industry as a fearless and relentless champion of her clients, one who catapulted a small Kansas City company to a quarter-million-dollar upswing in sales after getting them featured on foodandwine.com.

But that’s just the tip of the iceberg! She has plenty of similar stories to tell, but best of all, she’s here to provide your listeners with plenty of insights and actionable tips to use now, even if they can’t afford to hire an outside PR company.

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Episode Summary:
Culture misalignment is one of the most overlooked threats to organizational performance. In this episode, we explore how a disconnect between your values and day-to-day practices can quietly undermine productivity, engagement, and overall well-being. Drawing on "Workplace Culture" by Michael D. Levitt, we identify the most common early warning signs of misalignment and share practical strategies to course-correct before it becomes a crisis.

🔍 What You’ll Learn in This Episode:* The definition of culture misalignment , and why it’s rarely obvious at first * Real-world examples of value disconnects (wellness, inclusion, leadership) * 7 subtle signs your culture might be out of alignment, including:

+ High turnover of top talent
+ Unclear or inconsistent decision-making
+ Gossip, cliques, and eroded communication
+ “That’s not my job” attitudes
+ Burnout and mental health issues
+ Lack of innovation or engagement
+ Leadership not modeling core values

• The cost of ignoring these signals
• 5 actionable strategies to realign your culture before deeper damage sets in

📣 Let’s Keep the Conversation Going:If this episode resonated with you, consider sharing it with a colleague, HR leader, or your executive team. Culture change starts with awareness , and awareness begins with listening.

🎧 Subscribe on your favorite podcast app
💬 Leave a rating or review if this helped spark ideas
📩 Contact us for culture audits or workshops at https://BreakfastLeadership.com

💬 Memorable Quote from the Episode:“Misalignment isn’t loud at first. It’s a whisper in disengagement, a shrug during meetings, a turnover stat no one wants to explain.”

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Donovan’s Background and the Birth of Ethos Benefits

Michael introduces Donovan Ryckis, CEO and founder of Ethos Benefits, a firm redefining how healthcare consulting is done. Donovan shares his journey from working as a fiduciary securities advisor in the financial services industry to launching Ethos Benefits. His shift to healthcare began when he helped a client navigate a 37% increase in premiums without cutting benefits. That experience revealed deep flaws in the traditional healthcare model and inspired his mission to bring fiduciary accountability and transparency to employer-sponsored health plans.

The Problem with Traditional Healthcare Brokers
Around the eight-minute mark, Donovan explains how most healthcare brokers operate within a commission-based system that rewards them for selling specific insurance plans, not for finding what’s best for their clients. He points out that many brokers rely on a one-size-fits-all model, favoring the interests of large carriers over those of employers and employees. This lack of fiduciary responsibility often results in organizations overpaying for healthcare, while employees shoulder higher costs with fewer benefits.

How Ethos Benefits Does It Differently
At thirteen minutes, the conversation turns to Ethos Benefits’ unique approach. Donovan describes how his firm acts as a true fiduciary, aligning its interests directly with each client. Instead of pushing prepackaged plans, Ethos takes time to understand the specific needs and goals of each employer. They often create internal benefits committees to ensure that decision-making is collaborative and data-driven. Their goal is to help organizations control costs while maintaining, or even improving, the quality of care their teams receive.

Practical Advice for Employers
At the twenty-two-minute mark, Donovan shares practical steps for employers who want to regain control over their healthcare spend. He encourages companies to regularly review their plans and claims data rather than defaulting to automatic renewals. Employers should study premium trends, identify cost drivers, and be open to exploring nontraditional or independent solutions outside the major carriers. By adopting a more proactive and fiduciary-based mindset, businesses can achieve significant savings without sacrificing benefits or employee well-being.

Closing Thoughts and Resources
As the conversation wraps up, Donovan invites listeners to visit Ethos Benefits’ website and watch the documentary “It’s Not Personal, It’s Just Health Care.” The film dives deeper into the systemic challenges within the healthcare industry and showcases how Ethos Benefits is helping employers bring transparency, accountability, and affordability back into employee health plans. Michael closes the episode by commending Donovan’s leadership and mission to make healthcare work for people, not profits.

Donovan Ryckis, an accidental healthcare advocate, left the securities industry after saving a client 40% on healthcare costs. He now helps employers control healthcare costs by aligning interests, disclosing financial data, and removing conflicts of interest inherent in the brokerage insurance sales model. He believes that employers can control healthcare costs and aims to inform employers who cover 183 million Americans.

http://linkedin.com/in/donovanryckis

Website: https://ethosbenefits.com/

Documentary: https://ethosbenefits.com/documentary/

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Drew and Michael challenge the traditional view of sales as pushy or manipulative. They explore how sales can instead be an act of service, helping others find solutions that genuinely meet their needs. The discussion centers on shifting the mindset from “closing deals” to “opening opportunities,” where empathy, understanding, and authentic connection replace pressure and persuasion.

The Connection Between Sales and Leadership
Around the ten-minute mark, the conversation moves into the relationship between sales skills and effective leadership. While selling and leading are not the same, the two share essential traits: communication, empathy, and influence. Drew and Michael highlight how great leaders naturally “sell” their vision, inspiring buy-in, creating alignment, and motivating their teams to move forward with purpose. They emphasize that leadership without empathy or clarity often fails to connect, just as sales without listening fails to serve.

Drew’s Personal Story: When Sales Skills Became Life Skills
At the fourteen-minute mark, Drew shares a powerful personal story involving a traumatic experience with his infant son. He explains how the very skills he developed in sales, such as listening, empathy, and communication, helped him support his wife and family through an emotionally difficult period. His story illustrates how professional abilities can translate into human connection and resilience, showing that the best “salespeople” are those who know how to serve others deeply and compassionately.

Recap and Next Steps
As the conversation wraps up, Michael thanks Drew for his openness and insight. Together, they reflect on how reframing sales as service brings humanity back into business and into leadership.

Website: https://theeverydayleader.co/

Podcast: https://podcasts.apple.com/us/podcast/the-everyday-leader-authentic-leadership/id1775251882

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Gen Z Leadership and Community with Christy PretzingerIn this episode, Michael sits down with Christy Pretzinger, a 20-year business owner and content strategy expert for healthcare organizations, to explore her latest venture, the Better Leader Project. This initiative is designed to create intimate communities where Gen Z leaders can practice essential leadership skills. Christy emphasizes the value of authenticity, connection, and community in the workplace, noting that younger generations want to bring their whole selves to work. Michael echoes these insights by sharing how one of his most connected and collaborative teams thrived, even when they were one of the lowest-paid departments. Together, they discuss how organizations can prioritize meaningful communities that keep employees engaged and valued.

Enhancing Team Well-being Through Check-insMichael reflects on reshaping team meetings to prioritize well-being and resource sharing. Christy explains her organization’s use of one-word check-ins and guided meditation to foster presence and connection. Both highlight how intentional check-ins can uncover challenges, support team members, and build stronger trust within the workplace.

Workplace Connection and Leadership ChallengesThe conversation explores how community and connection influence belonging and well-being at work. Michael and Christy examine how remote work has shifted dynamics since COVID-19, pointing out the need for leaders to be deliberate in fostering positive relationships. Michael discusses the balancing act of leading with both efficiency and kindness, while Christy highlights the importance of vulnerability and open dialogue to bridge misunderstandings. They acknowledge that leadership is complex, requiring constant feedback and learning.

Emotional Regulation in Professional SettingsMichael and Christy dive into the critical skill of emotional regulation. Michael stresses the difference between reacting and responding, while Christy highlights the power of pausing before speaking. They connect these practices to emotional intelligence and intentional decision-making, showing how leaders can better navigate workplace challenges.

Building Emotional and Integrity SkillsThe discussion shifts to building emotional quotient (EQ) and beyond EQ (BQ) skills. Christy explains that BQ involves conscious integrity—making choices aligned with values and avoiding impulsive reactions that could cause regret. Michael and Christy agree that these skills are universal and essential for personal and professional growth, with Michael reflecting on his own commitment to continuous learning.

Emotional Management in Professional CommunicationsTo close, Michael and Christy share strategies for handling emotions in professional communications, from pausing before responding to leveraging AI tools to streamline decision-making. Christy shares her ongoing work in conflict resolution and leadership development through her website and LinkedIn, while Michael expresses gratitude for her contributions to creating healthier workplace cultures.

BIO

Christy Pretzinger transformed the landscape of healthcare content creation and, along the way, transformed what it’s like to work at a growing agency. As the owner and CEO of WG Content, Christy has established an industry-leading company that delivers superior content and strategy to healthcare brands nationwide. How did she do it? She intentionally focused on building the business based on kindness. And that approach has proven to be good for people and the bottom line.

Over time, Christy discovered her true calling: to create a workplace that nurtures personal and professional growth — and help other leaders do the same. She’s a popular guest speaker for events and podcasts, always ready to guide audiences on how to grow leaders and build inclusive workplaces.

She’s been featured on numerous podcasts, including From Founder to CEO, Her Million Dollar My$tery, Lead Like a Woman and Smart Business Revolution. See for yourself how Christy is reinventing how businesses evaluate effective leadership, how employees can contribute to success and how everyone can win — if you start with kindness.

Website: https://wgcontent.com/

LinkedIn: linkedin.com/in/christypretzinger

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Bio InfoJarrod Lopiccolo transforms brands through creative digital performance marketing with a strong architectural background. A veteran of 40+ podcasts and 100+ speaking engagements across North America and Europe, he delivers actionable insights for audiences to implement immediately. As CoFounder and CEO of Noble Studios, Jarrod has built an international agency serving Adobe, Google, and Disney while being recognized by Inc. Magazine and Ad Age.

His expertise in digital marketing strategy, leadership development, and sustainable tourism makes him ideal for shows targeting CMOs, leaders, and founders. Audiences appreciate his engaging stories, from global business building to adventures like Everest Base Camp, that illustrate practical frameworks for driving revenue and team performance.

Jarrod provides strategies for optimizing business growth, building high-performing teams, and creating principle-led cultures in today's digital economy.

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Struggling with costs in your healthcare organization? Reach out to Michael. Click Here for more info

Episode Summary
In this inspiring conversation, Michael Levitt welcomes Ciara, founder of Eventist, a leading SaaS company that revolutionized ticketing for dance competitions. What began as a side project for a friend turned into a thriving event management platform serving studios, festivals, and large-scale competitions. Ciara’s story is a testament to resilience, innovation, and the power of solving real problems through technology.

Building a SaaS Business from ScratchAfter losing her job, Ciara chose to create something new. What started as a personal favor evolved into a full-fledged software company addressing a gap in the dance competition industry. Michael commends her for transforming a career setback into a successful entrepreneurial journey. Together, they explore how identifying underserved markets can lead to sustainable business growth.

Aligning Developers with Industry ExpertsMichael and Ciara dive into the challenge of bridging the gap between developers and industry specialists. They discuss how effective requirement gathering and clear communication lead to better, more intuitive software, especially in niche markets like event ticketing. Ciara shares how this alignment allowed her team to build solutions that meet real user needs rather than assumptions.

Designing for User Experience, Not Just FeaturesFeature requests can pile up fast, but Ciara knows that usability matters most. She and Michael examine why prioritizing user experience is critical, even if it means saying “no” to certain requests. Drawing parallels to healthcare and other sectors, Michael explains how miscommunication between end users and designers can lead to frustration, while Ciara highlights the importance of serving the majority of users who rely on core functions every day.

Turning Customer Feedback into ActionListening to customers does not mean building everything they ask for. Ciara explains how her team implemented a feature voting system, giving users a transparent way to influence the product roadmap. Michael suggests that reaching out to clarify feedback can turn casual users into loyal advocates, showing that thoughtful communication fosters trust and retention.

The AI Bubble and Software EvolutionMichael and Ciara discuss the similarities between today’s AI boom and the early 2000s dot-com era. While AI offers immense potential, Michael notes that many tools being created today will not stand the test of time. The future belongs to products that solve real problems with precision, human oversight, and authentic value.

Building a Foundation for ScalabilityCiara credits Eventist’s adaptability to a strong infrastructure developed over three years. This solid foundation allowed her team to expand into studio management and festival scheduling without rebuilding from scratch. Michael praises this long-term mindset, explaining that scalable success depends on a stable architecture, not shortcuts.

Database Discipline and Developer SanityCiara shares a golden rule for developers: stabilize your database schema before launch. Her six-month schema freeze policy helps avoid late-night emergencies and production chaos. Michael highlights how this disciplined approach prevents cascading issues and builds user confidence in the reliability of a system.

Eventist: Empowering the Dance and Event IndustryIn closing, Ciara discusses how Eventist empowers dance studios and event organizers with transparent pricing that includes free ticketing software with a flat 25-cent fee per ticket and a 1.9 percent fee for studio tools. Listeners can explore more about her work and updates through Eventist.ca to learn about Ciara’s software.

• Explore workplace and leadership insights at BreakfastLeadership.com/blog.
• Listen to more episodes of the Breakfast Leadership Show, ranked in the Top 2 percent of global podcasts by ListenNotes.

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Niko's Entrepreneurial and Trading JourneyNiko shared his entrepreneurial journey, starting with his mother's antique and jewelry store after his father's death, which inspired his interest in business. He worked in sales and marketing before opening his own call center that grew to 150 employees and $12 million in revenue. After becoming bored with the call center business, Niko pursued day trading and eventually crypto trading, starting with a $30,000 investment in Online Trading Academy and later exploring crypto futures markets with up to 100x leverage.

Crypto Coach's Journey to SuccessNiko shared his journey of transitioning from trading to creating the Crypto Renegades, a coaching program that grew from a Facebook group to a mastermind of 6,000 members. Michael praised Niko's tenacity and resilience, drawing parallels between his early experiences helping his mother in an antique store and his later success in crypto trading and entrepreneurship. They discussed the importance of education and self-improvement in investing and business, with Michael emphasizing the accessibility of opportunities in the digital age.

Entrepreneurship and Personal Growth ChallengesMichael and Niko discussed the challenges of entrepreneurship and personal growth. They explored the importance of following one's passion and being willing to change and adapt to achieve success. Niko shared his experience of turning down lucrative job offers to pursue his own business, prioritizing autonomy and long-term growth over immediate financial gain. They also touched on how close relationships can sometimes hinder personal and professional development, as loved ones may resist change or feel threatened by success.

Challenges of Achieving SuccessNiko and Michael discussed the challenges of achieving success, with Niko highlighting the hard work required to be among the one percent who achieve certain goals like visible abs or strong relationships. Michael shared an example from Australia about Tall Poppy Syndrome, where people are discouraged from standing out, and emphasized that success often involves long hours and overcoming self-doubt. They agreed that personal growth and discomfort are necessary for achieving significant goals, with Michael referencing Jim Rohn's advice about acting like a millionaire to become one.

Prioritizing Growth Over Passive EntertainmentMichael and Niko discussed the importance of prioritizing personal and professional growth over passive entertainment like streaming services, emphasizing the need to align daily habits with long-term goals. They highlighted the significance of defining one's ideal future and taking actionable steps to achieve it, despite challenges. Michael and Niko also addressed the topic of entering the cryptocurrency space, emphasizing the importance of a solid mindset and encouraging individuals to educate themselves and make informed decisions based on their personal financial situations.

Crypto Investment Strategy and RiskNiko discussed the importance of understanding risk tolerance and financial stability before investing in cryptocurrency. He emphasized that individuals should have a solid financial foundation and extra income before considering crypto investments. Niko also shared his personal investment strategy, allocating about 20-25% of his investable cash to crypto, with the rest in real estate. Michael agreed with Niko's approach and suggested that listeners read Robert Kiyosaki's books for more financial education.

Social Media Podcast Promotion PlanNiko shared his social media presence and offered to provide his audience with free access to a live trading webinar and a previously sold training course worth $997 by mentioning the podcast on Instagram.

https://www.instagram.com/nikomercuris/?hl=en. DM PODCAST

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Entrepreneurship Challenges and SolutionsMichael and Catherine discussed the challenges new entrepreneurs face, particularly regarding funding and business structure. They emphasized the importance of starting with a solid foundation, rather than trying to acquire everything upfront. Catherine highlighted the value of finding a mentor or coach to guide entrepreneurs through the process and help avoid costly mistakes. Both agreed that proper planning and seeking professional advice can save money and increase the likelihood of success.

Business Structuring for Capital AccessMichael and Catherine discussed the importance of proper business structuring and preparation for accessing capital funding. Catherine emphasized the role of existing relationships, such as with banks, and suggested exploring SBA options and grants. She advised entrepreneurs to ensure they are well-prepared before approaching funding opportunities, highlighting the common mistake of rushing into an LLC without proper planning.

Establishing Legitimate Business StructuresCatherine emphasized the importance of establishing a legitimate business structure to attract funding, advising entrepreneurs to obtain a physical or virtual business address, a business phone number, and a professional email domain. She highlighted the need for a business bank account and suggested using platforms like Grasshopper, RingCentral, and GoDaddy to create a professional appearance. Michael agreed, noting that presenting a legitimate business is crucial when seeking capital, as investors need to see a structured and credible operation.

Entrepreneurship Transition Program LaunchCatherine discussed her motivation for launching a program to help people transition from employment to entrepreneurship, particularly in light of increasing layoffs and economic challenges. She drew from her experience coaching tax professionals on business management principles, realizing these concepts could benefit a wider audience seeking to start their own ventures. The program aims to guide individuals through the steps from concept to company formation, offering support and honest feedback to help mitigate self-doubt and improve the likelihood of success.

Concept2Company: Entrepreneurial Growth StrategiesCatherine and Michael discussed the importance of the Concept2Company program, which helps aspiring entrepreneurs structure and grow their businesses. They emphasized that the program provides valuable strategies for making money, automating processes, and securing funding, even for side hustles. Michael highlighted the program's benefits for both new and existing businesses, suggesting it could help entrepreneurs avoid common mistakes and potentially become mentors themselves. Catherine shared her personal experience as an entrepreneur, emphasizing the program's practical approach and the importance of pursuing entrepreneurial ideas.

Free Million-Dollar Brand GuideCatherine shared her million-dollar brand guide, offering it for free to listeners who DM her on Instagram with the word "company." She encouraged people to connect with her on social media using the handle ConnectWithMsCat

Catherine Mitchell is a business strategist, entrepreneur, and co-host of Both Sides of the Check podcast. As founder of Ms Cat Consulting and creator of the Concept2Company program, she helps entrepreneurs move beyond the hustle and become funding-ready business owners.

With over a decade of experience — including building her own tax software company — Catherine has guided hundreds of entrepreneurs to boost revenue and streamline operations. Known for her tough-love accountability and step-by-step blueprints, she delivers results that stick.

Her unique methodology brings together legal structure, funding prep, client acquisition systems, and operational frameworks, giving founders the complete business architecture they need to scale confidently.

Instagram: https://www.instagram.com/mscatconsulting

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Agile Leadership Development Strategies with JimmyIn this episode, I sat down with Jimmy, a leadership consultant who has spent the past 7–8 years transforming frustrated managers into confident, strategic leaders. Jimmy explained that the leadership challenges many organizations face today aren’t because of individual shortcomings, but rather a lack of meaningful leadership development investment at the enterprise level over the past 25 years. Instead of relying on outdated training methods, Jimmy champions agile and adaptable strategies that meet leaders where they are and equip them for a volatile business environment.

Why Traditional Leadership Development Isn’t WorkingWe discussed how leadership development often gets cut during tough economic times, despite companies spending over $160 billion annually on programs that fail to move the needle. Jimmy shared that more than 72% of these initiatives don’t change behaviors or outcomes, while nearly half of leaders admit they don’t trust leadership at all. I reflected on how fatigue and personal demands add to this challenge, making it difficult for managers to fully engage with leadership training.

A Practical Framework for ChangeJimmy broke down his 4C framework — designed to shift beliefs and behaviors rather than just deliver more content. His approach focuses on practical applications, like improving one-on-one conversations and learning how to navigate tough discussions. Unlike most training sessions that end when the slides are closed, Jimmy’s program provides three months of ongoing support to help leaders build new habits and embed them into their daily practice.

Conversations Over Slide DecksWe compared the effectiveness of traditional presentations versus direct conversations in leadership settings. I shared my preference for meaningful discussions over slide decks, which too often leave leaders disengaged. Both of us agreed that systems — whether in leadership, daily life, or personal wellbeing — play a critical role in creating consistency and adaptability.

Aligning Leaders and TeamsI also spoke about the importance of emotional awareness and alignment between leaders and teams. When goals and expectations aren’t clear, it’s like rowing a boat with everyone paddling in different directions — lots of effort, very little progress. Jimmy echoed this point, highlighting how critical it is to keep teams aligned and engaged.

Time, Energy, and Managerial EffectivenessJimmy addressed a common issue for mid-to-senior level managers: the struggle to manage time and energy effectively. Without a shift in mindset and tools, many plateau in their careers. His strategies include rethinking meeting value, task prioritization, and learning to say no. I connected this to my own experience with burnout, emphasizing how leaders must create environments where saying no is safe and respected.

The 80% Capacity ListWe explored a practical tool Jimmy teaches called the “80% list,” which helps managers identify when they’re nearing capacity before burnout sets in. By recognizing warning signs, sharing them with a trusted colleague, and conducting self-audits, leaders can prevent overload. Recovery practices ensure they return to optimal performance when needed.

Building Sustainable LeadershipJimmy reinforced the importance of sustainable leadership, noting that many people have been sprinting at full capacity since COVID — what he calls the “cursed window of five years.” Psychometric tools, he explained, help leaders identify their optimal state so they can operate at their best without constantly burning out. I shared a quote from Joan Roan on the simplicity of action versus inaction, reminding listeners that often the difference between growth and stagnation is choosing to act.

The Amplify ProgramWe closed with Jimmy’s Amplify program at JBLHighPerformance.com.

His approach begins with a “verbal dump,” allowing overwhelmed leaders to release mental clutter before layering in tools for self-repair and momentum. It’s a practical, supportive path for leaders ready to move from frustration to effectiveness.

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Supply Chain Evolution and InsightsIn this episode, I sit down with operations executive Jared Paget to explore the rapidly changing world of logistics and supply chain management. We reflect on the industry’s growth, its increasing sophistication, and the vital role of data in shaping better decisions. Jared brings global experience and practical examples that highlight the challenges and opportunities facing supply chain leaders today.

Lessons From the Past and Growth of the DisciplineJared and I discussed the parallels between today’s logistics landscape and the dot-com era of the 1990s. I shared my experiences during the rapid rise and fall of many dot-com companies, while Jared reflected on how far supply chain education has come since then. Specialized programs that did not exist when he started are now providing students with strong foundations in supply chain and logistics, helping them enter the field prepared for modern demands.

Data, Education, and IntegrationWe explored the growing importance of embedding supply chain and logistics into college curricula, especially with a strong emphasis on data science. Jared compared data analysis to piloting an airplane, explaining that dashboards and metrics are critical tools for navigating complexity. Yet, we both agreed that while data provides insight, it is human judgment that ensures the best decisions are made.

Data Analysis in ActionJared and I shared stories from our careers where data revealed crucial insights. I spoke about how analytics exposed hidden inefficiencies in nonprofits and influencer marketing, while Jared shared how reviewing customer order patterns uncovered opportunities for efficiency and growth. Both of us underscored that careful data analysis not only identifies issues but also drives measurable cost savings and smarter strategies.

The Role and Rewards of Supply ChainWe also touched on the wide-reaching impact of supply chain management. I reflected on my time working for an association that eventually sunsetted, showing how new educational programs reshaped the field. Jared shared how his passion for global cultures drew him to supply chain, and I emphasized the energy of negotiations and the creativity required to solve complex problems. Together, we highlighted how knowledge of supply chain can unlock both career opportunities and strategic advantages.

Navigating Modern ChallengesJared and I closed the discussion by addressing today’s evolving supply chain landscape. From tariff changes to reshoring conversations, the challenges are significant, but so are the opportunities. Jared stressed the role of data science in helping companies adapt, while we both reinforced the importance of continued education and training for the next generation of supply chain leaders. Jared also shared how listeners can connect with him for further insights.

Jared Paget is an operations executive with over 15 years of experience transforming underperforming organizations and driving business growth across multiple continents. From leading Lean turnarounds that reduced backorders from $5 million to $250,000, to launching a greenfield battery assembly plant in Brazil that generated $20 million in revenue within six months, Jared knows how to turn operational challenges into measurable results.

In this episode, Jared shares how he tackles adversity, scales businesses, and builds resilient teams through accountability and continuous improvement. With a passion for mentoring the next generation of leaders, his insights blend boardroom strategy with hands-on leadership—giving listeners practical tools for navigating complexity, fostering resilience, and achieving sustainable growth.

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In this episode, Michael welcomes Sam Goodner, a technology entrepreneur with deep roots in Switzerland and author of Like Clockwork. Their conversation explores how military principles of discipline, structure, and mission alignment can transform business operations and leadership effectiveness.

Military Principles in Business Operations
Sam explains how his military background influenced his approach to business, leading him to embed mission focus, accountability, and operational discipline across his organizations. Michael relates these principles to the modern workplace, emphasizing how veterans bring transferable skills like adaptability, teamwork, and strategic focus. Together, they discuss how clear objectives and consistent structure can enhance performance and prevent costly operational breakdowns.

Enhancing Employee Onboarding Strategies
Sam highlights the value of comprehensive onboarding through a “boot camp” model that ensures new hires align with company values and understand the organization’s history, mission, and goals. Drawing from his experience at Catapult Systems, he explains how a 2–4 day onboarding program involving senior leadership created a strong sense of belonging and reduced turnover. Michael reinforces the idea that intentional onboarding fosters loyalty and builds resilient organizational cultures that withstand growth and change.

Leadership in the IT Industry
Both Sam and Michael share stories from their experiences in the IT industry, reflecting on how strong leadership and people-first cultures drive long-term success. Michael recalls his early experiences at a dot-com startup and the impact of global hiring through the H-1B visa program. Sam adds that one of his greatest rewards has been seeing former employees succeed and maintain lasting friendships—a testament to positive leadership’s enduring impact.

Customer Service Excellence and the 60 Golden Rules
Sam recounts developing the “60 Golden Rules of Customer Service” while leading Catapult Systems. These principles were designed to guide new employees through common challenges and establish high standards across departments. Compiled into a handbook, the rules became a foundational tool for maintaining consistent customer excellence. Sam’s book, Like Clockwork, expands on these principles and includes the 60 Golden Rules as an appendix. The book is available on Amazon for readers interested in applying military precision and structured thinking to their own business practices.

Closing Reflection:
Michael and Sam close the conversation by reaffirming that success in business often depends on discipline, clear communication, and consistent values—principles that remain timeless whether on the battlefield or in the boardroom.

Listen to more conversations on leadership, resilience, and organizational excellence at BreakfastLeadership.com/blog.

Like Clockwork: Run Your Business with Swiss Army Precision

Ever wish your business could run like a finely tuned Swiss timepiece — predictable, precise, and profitable, even when you’re not in the room?

In Like Clockwork, serial entrepreneur and former Swiss Army officer Sam Goodner shares the exact systems and strategies that helped him scale multimillion-dollar companies and lead them to lasting success. Drawing on lessons from both the boardroom and the elite Swiss Mountain Grenadiers, Sam shows leaders how to replace chaos with clarity, align teams with purpose, and build processes that keep your business thriving year after year.

From operational excellence to leadership discipline, Sam delivers a masterclass in creating organizations that run smoothly, scale effectively, and outlast any single leader’s tenure.

Sam Goodner is no stranger to high stakes and high performance. As founder of Catapult Systems, he turned it into the world’s leading Microsoft Systems Integrator. Later, he helped scale FlashParking into the largest parking technology company globally. A Swiss-American dual citizen, angel investor, and mentor, Sam now dedicates his time to guiding the next generation of entrepreneurs at SamGoodner.com.

If you’re a business owner, executive, or aspiring leader ready to trade unpredictability for precision, this episode is your blueprint.

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In this inspiring episode, Michael welcomes leadership expert, author, and advocate Hacia Atherton to discuss her remarkable journey of reinvention, resilience, and impact. Hacia shares how a profound sense of peace during a 2023 visit led her to relocate from Australia to Florida. Her decision was shaped by speaking engagements, meeting her publisher, falling in love, and listening deeply to her own intuition as she entered a new chapter of life. Through her work with Empowered Women in Trades, she encourages others to embrace transitions with courage and authenticity.

From Trauma to Triumph Through PositivityHacia opens up about the devastating equestrian accident that left her with multiple fractures and nerve damage, and the powerful healing journey that followed. Drawing from positive psychology, she transformed her experience into a mission to help others thrive in their careers and lives. Michael relates through his own health scare, a heart attack at age 40, and they discuss how gratitude, mindset, and resilience can reshape recovery and fuel a renewed purpose.

Women in Trades: Breaking Barriers and Building PathwaysThe conversation dives into Hacia’s deep connection to the trades, shaped by her upbringing in a family plumbing business. After a welding accident first introduced her to the field, she realized the potential for women to thrive in these roles. Hacia identifies the barriers many women face entering trades careers and explains her work in bridging the gap between employers and female candidates. Her insights highlight the importance of industry awareness, supportive workplace cultures, and empowering women to step confidently into male-dominated fields.

Leadership, Culture, and Hacia’s New BookMichael and Hacia explore the themes in her new book, "The Billion Dollar Blind Spot," which examines workplace culture and how it impacts retention, engagement, and overall performance. They discuss what it means to lead with empathy, positivity, and psychological safety, especially within industries where women have historically been underrepresented. Hacia reflects on her personal leadership journey and the importance of cultivating environments where everyone feels valued. The episode also touches on her excitement about experiencing her first Thanksgiving in the United States.

Links & ResourcesWebsite: https://www.haciaatherton.com/
LinkedIn: https://www.linkedin.com/in/haciaatherton/
Instagram: https://www.instagram.com/hacia.atherton/
YouTube Interview: https://www.youtube.com/watch?v=fFNDhI9g0AY
Media features:
• RMIT
• She’s The Boss
• The Sydney Morning Herald
• The Canberra Times
• Steel Blue
• Cover Entrepreneur
• Women’s Agenda
• Daily Mail

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How can companies make hybrid work seamless, engaging, and stress-free? Michael sits down with Saskia to explore Seatti — a workplace management software designed to help organizations optimize office usage, enhance collaboration, and make hybrid work truly work.

Key Topics & Talking PointsHybrid Work Management Software OverviewSaskia shared how her company created Seatti, an innovative workplace management platform that helps organizations manage hybrid work environments. Originally built before the pandemic, Seatti addressed early challenges of coordinating office space and desk usage. Over time, it evolved to include social nudging and meetup features that encourage in-person connections and make returning to the office a positive experience. The goal: to improve visibility into office resources, eliminate friction, and make the workday smoother for everyone.

Efficient Office Resource Booking SystemMichael reflected on how efficient workplaces function when spaces are booked in advance, much like reserving a vacation rental. This approach minimizes frustration, breaks down silos, and ensures that rooms and equipment are used purposefully. Together, Michael and Saskia emphasized that a well-organized office experience increases employee satisfaction and motivates people to return to shared spaces.

Office Transition and Employee EngagementThe conversation turned to the challenges of bringing employees back after extended remote work. Michael and Saskia discussed how physical environments impact culture and engagement. They stressed that a thoughtfully designed office experience can reenergize teams, foster collaboration, and strengthen culture — provided there’s a balance between flexibility and structure.

Work-Life Balance and Remote ProductivityMichael discussed the ethics and realities of working remotely, touching on how flexible workdays often blend personal and professional responsibilities. He underscored the importance of creating fulfilling work experiences where both employee well-being and customer satisfaction are prioritized. The pandemic revealed that when silos are removed and systems are well-designed, productivity and collaboration naturally improve.

Flexible Work Models: Challenges and SolutionsMichael and Saskia unpacked the mindset shifts needed for organizations to truly embrace flexible work. Saskia noted that fear and outdated managerial habits often slow progress, while Michael warned that rigidity leads to obsolescence. They agreed that younger generations value flexibility over salary, and that trust and training are essential for leaders to manage effectively in a hybrid world.

Software Integration and Content DistributionTo close, Saskia discussed Seatti’s seamless integration into platforms like Microsoft Teams, making hybrid work coordination intuitive and accessible. Michael praised Seatti’s approach and confirmed that details about the software would be included in the episode’s show notes for listeners interested in exploring the tool.

Episode SummaryThis episode explores the future of hybrid work through technology, culture, and leadership. Michael and Saskia dive into the tools and mindsets shaping how we collaborate, create, and connect in a post-pandemic world. Whether you’re an HR leader, facilities manager, or remote-first founder, this conversation offers practical insights on building flexible systems that empower people and optimize performance.

Resources MentionedLearn more about Seatti: https://www.linkedin.com/in/saskia-neuner-1b71a9154/

https://www.linkedin.com/company/seatti/

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The Cybersecurity Landscape in AustinIn this episode, Alison Dixon shares insights into the fast-evolving cybersecurity environment in Austin, Texas. She discusses the rising importance of protecting both personal and corporate data amid growing cyber threats, emphasizing the dual challenge of convenience versus protection. Alison and Michael explore how AI complicates the landscape—accelerating innovation but also introducing new vulnerabilities. They underscore the urgent need for smarter, password-free security solutions and thoughtful tech adoption that prioritizes user safety.

AI Integration with IntentionMichael and Alison explore the importance of deliberate, strategic integration of AI into business operations. They agree that AI should serve genuine business value, not simply act as a marketing add-on. Clear processes and structured systems must precede AI adoption to avoid inefficiencies. Michael points out that transparency in AI systems, such as chatbots identifying themselves and providing human contact options, can significantly enhance customer trust. Both emphasize the need for balance, restraint, and purpose when embracing new technologies.

Balancing AI Budgets and Cybersecurity PrioritiesThe conversation turns to the tension between investing in AI and maintaining strong cybersecurity foundations. Alison warns that over-investing in AI while cutting cybersecurity budgets increases the risk of attacks like phishing and ransomware. Michael shares a real-life story about a senior manager’s phone hack that illustrates the importance of vigilance and response protocols. Alison reinforces the need for proactive defenses and risk-reduction strategies rather than reactive training.

AI Voice Scams and Public AwarenessMichael recounts a growing trend of AI-driven voice scams, where criminals mimic loved ones’ voices to exploit victims. He shares a case involving an elderly Toronto couple who lost nearly $100,000 to a voice fraud scheme, stressing the importance of using family “safe words” to verify identity. The discussion underscores how easily anyone—public figure or private citizen—can become a target, highlighting the growing sophistication of AI misuse.

Human Factors and Preventive StrategiesAlison and Michael discuss why human behavior remains the weakest link in cybersecurity. They argue that education alone is insufficient and that organizations should focus on eliminating risk exposure through stronger systems and policies. Practical steps such as multi-factor authentication, unique passwords, and an “assume it’s fake” mindset can dramatically reduce vulnerability. Alison notes that leadership accountability and proactive system design are the true foundations of digital safety.

The Role of Two-Factor Authentication and Holiday VigilanceIn closing, Michael and Alison revisit the vital role of two-factor authentication (2FA). While it adds a few extra seconds to login, they agree it is a small price for peace of mind. They also caution that the holiday season often brings a spike in cyberattacks, as people let their guard down. Their message is clear: cybersecurity is not just about technology—it’s about disciplined habits, awareness, and making security a leadership priority.

Alison Dixon, the Chief Customer Experience Officer at Portnox, a leading zero trust network access control platform. Alison is at the forefront of shaping how technical, high-stakes industries like cybersecurity can deliver world-class customer experiences.

With a background that spans HR, Sales Enablement, and IT, she brings a uniquely holistic view to customer success—balancing strategy, empathy, and execution. At Portnox, she’s led the charge in transforming onboarding into a competitive advantage, expanding CX beyond support, and building programs that reduce churn and drive long-term value.

LinkedIn: https://www.linkedin.com/in/alison-dixon-msod/

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In this episode, Michael sits down with Ryann to explore the evolving landscape of marketing and the undeniable rise of video content. Ryann shares her experience working with Fortune 500 companies to produce everything from commercials and documentaries to HR training videos, while Michael highlights the growing demand for dynamic, story-driven content that connects brands with younger audiences. Together, they discuss why video and social media are no longer optional. They are essential.

The conversation dives into the challenges businesses face when creating content, especially with limited bandwidth or resources. Ryann explains how her agency, Light Touch Media Group, acts as an extension of in-house teams, delivering both urgent content solutions and long-term strategy. Michael and Ryann also emphasize the importance of carefully vetting marketing providers, avoiding costly missteps, and balancing AI-driven support with the human creativity that fuels authentic storytelling.

Michael brings his own perspective, sharing how renegotiating contracts once saved a nonprofit $250,000 in overhead costs. Those funds were redirected into new programs. He also underscores the role of storytelling in business success, from Kmart Australia’s detailed brand story to overlooked industries struggling to recruit due to weak branding efforts.

This episode is packed with practical insights on adapting to today’s video-driven world, outsourcing effectively, and making marketing a top priority even when budgets are tight.

lighttouchmg.com

Instagram: https://www.instagram.com/lighttouchmediagroup/

LinkedIn: https://www.linkedin.com/company/lighttouchmg/posts/?feedView=all

Ryann LinkedIn: https://www.linkedin.com/in/ryann-liebl-488887240/

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AI Startup Funding ModelsGerry Hays, a professor of venture capital with 21 years of experience and a history of investing in 75 startups, discussed his work in supporting founders to create AI-focused startups through a grant-based funding model. He explained their "Venture Staking" system, which allows individuals to invest small amounts of money in startups early on, with the potential to earn 10x returns if the company succeeds. Michael shared his experience working in IT during the dot-com era and emphasized the importance of accessible funding for new businesses, highlighting how Gerry's approach provides an alternative to traditional VC funding by building a community of potential investors.

Community-Driven Investment TransformationsMichael and Gerry discussed the transformative power of community-driven investing, emphasizing its potential to foster genuine interest and engagement in ventures beyond mere financial returns. Michael highlighted how such investments create a sense of belonging and collaboration, comparing it to cheering for a team, while Gerry stressed the future importance of community and networks in startups, contrasting them with easily replicable software. They agreed that early participation in ventures offers significant advantages, including learning opportunities and potential financial gains, as well as the chance to be part of a community that drives innovation and growth.

Alternative Investments: Volatility and ReturnsMichael discussed the high volatility and potential for significant returns in alternative investment platforms, contrasting them with traditional stock markets where 52% of Fortune 500 companies from 2000 have since disappeared. He emphasized the transformative nature of current market shifts and the importance of active engagement in investments, which fosters community and deeper research. Michael highlighted how such platforms encourage users to delve into detailed analysis, unlike the surface-level engagement often seen on social media.

AI and Entrepreneurship Growth StrategiesMichael and Gerry discussed the value of experience in entrepreneurship and the importance of regular updates to investors for accountability. They highlighted how AI, like previous tools like the internet, can enhance business operations but should be used as a tool rather than a replacement for human expertise. Gerry emphasized the potential for small investments in innovative businesses to grow significantly, citing the rise of no-code tools and AI as enablers of this transformation.

Adapting to Startup ChallengesMichael and Gerry discussed the importance of adaptability and risk-taking in the startup world, using examples like Pets.com and Comscore Networks to illustrate the challenges and opportunities faced by early-stage companies. Gerry explained the unique features of Dorio.com, a platform that allows non-accredited investors to test the waters and gain insights into startups before making larger investments. They emphasized the value of calculated risk-taking and the platform's ability to make venture capital more accessible to a wider audience. Michael encouraged listeners to explore Dorio.com as a potential holiday gift or investment opportunity.

About Gerry Hays

Gerry Hays is redefining how startups are funded—and who gets to participate. As the founder of Doriot and the creator of VentureStaking™, a patent-pending investment model, Gerry is challenging the traditional venture capital system and opening the door for everyday people to invest in high-growth startups—without needing to write a five-figure check or place risky early bets.

With more than 25 years of experience as a serial founder and startup investor, Gerry has successfully launched, scaled, and exited multiple companies. He’s taught entrepreneurial finance and venture capital at Indiana University’s Kelley School of Business, where he mentored hundreds of emerging founders across the globe.

Gerry is also the author of the 5-star-rated book, The First-Time Founder’s Equity Bible, a practical guide that demystifies equity structures and funding for new entrepreneurs. He created Fantasy Startup®, the world’s #1 startup investing simulation with over 14,000 downloads. And in his push to democratize access to private markets, he developed the QAI (Qualified Accredited Investor) Certification, empowering non-traditional investors to confidently and knowledgeably enter the world of private equity.

But Gerry’s mission goes far beyond credentials. Through Doriot and the VentureStaking™ model, he’s flipping the script on startup investing. Instead of gambling early like traditional angels or waiting for IPO access on Wall Street, investors can now earn the option to invest in startups once they've begun to succeed—radically lowering risk and broadening participation. This isn’t crowdfunding. It’s a smarter, more inclusive, and capital-efficient way to back innovation—and benefit from it.

What your audience will take away:

• How to begin startup investing with as little as $10
• Why VentureStaking™ may be the most game-changing asset class since crypto
• How access to private markets is being reimagined for the 99%
• What it really means to own equity in the next unicorn—before Silicon Valley gets in

If your show dives into entrepreneurship, disruption, financial empowerment, or emerging investment trends, Gerry Hays will bring bold, practical insights—and a roadmap for how your audience can take a real stake in the future.

IG: https://www.instagram.com/doriot/

LinkedIn: https://www.linkedin.com/in/gerryhays/

TikTok: https://www.tiktok.com/@doriot_venture

Website: https://www.doriot.com/

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Understanding the Modern Customer Experience: A Guide for Aspiring Professionals1.0 Introduction: The Great Customer Experience DivideIn today's competitive market, the customer experience isn’t just a part of the brand; it is the brand. Every interaction, from a first glance at a social media post to a final click on a purchase button, serves as a referendum on a company's value and trustworthiness. Get it right, and you build loyalty. Get it wrong, and customers will walk away without a second thought.

1.1 The Loyalty IllusionA significant conflict is brewing between how businesses perceive customer loyalty and how customers actually feel. This "loyalty illusion" creates a dangerous blind spot for executives who believe they are succeeding while their customer base is quietly eroding.

Executive Belief

Consumer Reality

~90% of executives believe customer loyalty has grown in recent years.

Only 40% of consumers feel they have become more loyal to brands.

This perception gap isn't just a difference of opinion; it's a direct threat to revenue.

"About nine out of 10 [executives] say customer loyalty has grown in recent years, but only four in 10 consumers say the same."

The business risks of this blind spot are clear: 52% of consumers have stopped buying from a brand due to a bad product or service experience, and 29% have abandoned a brand due to poor customer experience. To close this gap, companies must first understand the entire modern customer journey, which starts long before a customer ever visits a website or store.

2.0 The Customer Journey: From First Glance to Final Click2.1 Redefining the Starting LineCustomer loyalty no longer begins at a company's digital or physical front door. It's now seeded much earlier in what can be called the "experience supply chain"—the connected sequence of interactions that moves a person from curious to committed. This journey often starts in the realm of indirect influence.

Key "indirect influence" touchpoints include:

• A friend’s recommendation
• A discussion thread on Reddit
• A product review on an independent site

While price remains the single most significant factor for 69% of consumers when making a purchase decision, mastering these early stages of discovery and influence is critical for building the long-term commitment that defines true loyalty.

2.2 What Brands Can DoTo win customers in this new landscape, brands must adopt a more holistic and proactive approach to the customer journey.

1. Analyze the Journey: Use data analytics and AI to forensically examine every step of the customer life cycle. This allows you to identify and fix points of friction before they drive potential customers away.
2. Embrace New "Front Doors": Treat online comment threads, product comparison sites, and even AI-generated search results as strategic entry points to your brand. These platforms are where modern discovery happens.
3. Ensure Consistency: Align every touchpoint—from social media chatter to post-purchase support—with a cohesive brand narrative. This consistency builds the trust necessary for a customer to move from awareness to action.

Understanding the full customer journey is the first step. The next is understanding what customers truly expect from a brand during that journey.

3.0 Beyond the Basics: What Customers Truly Value3.1 Table Stakes vs. True DelightIn the modern marketplace, fundamentals like fair pricing and product quality are no longer differentiators. They are simply "table stakes"—the minimum cost of entry to compete. The real opportunity for brands lies in their ability to layer personalized, meaningful value on top of these basics to create moments of true delight.

Factor

Considered a Minimum Expectation (%)

Considered a Bonus (%)

Good value for price

77%

19%

Product/service quality

76%

20%

Transparent business practices

58%

35%

Personalized experiences

17%

62%

However, many companies are struggling to keep up. A staggering 70% of executives feel that customer expectations are evolving faster than their company can adapt. This widening gap creates a significant risk of eroding customer trust and losing business to more agile competitors.

3.2 The Generational LensCustomer expectations are not one-size-fits-all; they vary significantly across generations. A strategy that delights one demographic may alienate another. Brands must segment their approach to meet these diverse needs.

• Boomers: This group is generally less likely to be influenced by a brand's social media presence or its sustainability efforts.
• Millennials and Gen Z: In contrast, these younger consumers pay close attention to a brand's values, online activities, and social impact.

Successfully meeting these varied and rapidly evolving expectations increasingly involves technology, particularly Artificial Intelligence.

4.0 The AI Paradox: A Tool for Help and Hindrance4.1 High Ambition, High AnxietyArtificial Intelligence represents the new frontier in customer engagement, but its rapid adoption has created a central paradox. While companies are rushing to implement AI-driven solutions, many customers remain wary.

A majority of consumers (58%) report being "only somewhat or not at all comfortable" using AI tools to engage with brands. This suggests that AI implementation is often driven more by a company's internal ambition for efficiency than by genuine customer demand, creating a gap between what brands offer and what customers actually want.

4.2 Finding the Right BalanceConsumer acceptance of AI is highly nuanced and depends heavily on the specific task.

• More Likely to Use AI for: Simple, transactional tasks like tracking an order or delivery status (49%).
• Less Likely to Use AI for: Sensitive interactions like making a payment (29%).

Crucially, despite the rise of automation, 86% of consumers still say that human interaction is moderately or very important to their brand experience. The key insight for aspiring professionals is that successful brands don't choose between AI and human support; they integrate them. They use AI for efficiency where it adds value but provide clear, fast paths to human support when empathy, nuance, and judgment are required.

This balance between technology and humanity extends to the data that fuels these systems, bringing the issue of privacy to the forefront.

5.0 The Data Dilemma: Balancing Personalization and Privacy5.1 The Trust TriggerPersonalization presents another paradox for modern brands: customers want it, right up until the moment they don't. The desire for a smooth, tailored experience often conflicts with concerns over data privacy, creating a delicate balancing act for companies.

"More than half of consumers (53%) think that it’s worth it to share personal information if it makes their experience interacting with a brand smoother. But mishandle that data and 93% say that a brand will lose their trust."

This dynamic means that every personalization strategy carries a built-in "trust trigger." Respecting data boundaries is no longer just about legal compliance; it has become a powerful competitive advantage.

5.2 What Brands Can DoTo navigate this dilemma, brands should adopt a set of core principles that build trust while delivering value.

• Focus on low-intrusion data: Prioritize using information like stated preferences and past purchases to tailor experiences. This provides value without crossing sensitive privacy lines.
• Be transparent: Clearly communicate what data is being collected and why. When customers see an immediate and tangible benefit in return, they are more likely to trust the exchange.
• Empower the customer: Give customers a sense of control over their data. When personalization feels like a choice, it becomes a driver of loyalty, not a red flag.

By internalizing these lessons, companies can reshape their approach to building lasting customer relationships.

6.0 Actionable Principles for a Modern Customer ExperienceTo succeed in today's landscape, aspiring professionals should focus on a set of core principles that connect the entire customer journey, from discovery to long-term loyalty.

1. Treat discovery like a make-or-break moment. A customer's journey starts long before they visit your website. Design every early touchpoint as a seamless, story-driven experience.
2. Rebuild loyalty based on behavior, not fantasy. Reassess loyalty programs based on real customer actions and measurable business goals, not assumptions.
3. Segment smarter and personalize with purpose. Move beyond generic demographics to target customers by generation, behavior, and emotional triggers to deliver true relevance.
4. Pair AI with empathy and know when to hand off. Use AI to streamline simple tasks, but ensure a quick and easy path to human support when nuance and empathy matter most.
5. Win the moments that matter or lose customers. Identify the high-stakes moments in the customer journey where loyalty can be instantly won or lost, and design solutions to win them decisively.
6. Turn privacy into a competitive advantage. Build trust by being transparent, providing clear value, and giving customers control over their personal data.
7. Measure what actually moves the needle. Go beyond traditional metrics to track the behavioral, emotional, and financial impact of your customer experience initiatives.

These seven principles are the foundational building blocks for anyone seeking to create the exceptional and effective customer experiences that define modern brands.

Source: https://www.pwc.com/us/en/services/consulting/business-transformation/library/2025-customer-experience-survey.html

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Finding Joy Through Lifestyle ChangeRoberta shared her mission to help people rediscover joy and fulfillment by believing that change is possible. She explained how many individuals stay stuck in pain because they cannot envision a different reality. Michael reflected on his own journey, describing how meaningful work has been a powerful source of joy. Together, they encouraged listeners to evaluate their daily habits and make small, intentional shifts that lead to a more fulfilling life.

Embracing Career Transitions with CuriosityMichael opened up about his unconventional career path, from accounting to IT to non-profit leadership, before founding Breakfast Leadership Network. Roberta emphasized that people often view career changes through a lens of judgment or failure rather than exploration. She invited listeners to reconnect with curiosity and imagination instead of constantly chasing the next milestone. Both agreed that fulfillment comes from living with intention, not from accumulating achievements.

Curiosity and Career GrowthMichael described how curiosity has shaped his career decisions, allowing him to adapt and thrive across industries. Roberta expanded on the connection between burnout and curiosity, explaining that chronic stress can suppress creativity and focus. She emphasized that rest and nervous system recovery are essential steps toward reigniting curiosity and personal growth.

Managing Stress in the Mortgage IndustryThe conversation turned to burnout in high-pressure fields like the mortgage industry. Michael and Roberta discussed how identity and self-worth often become tied to professional success. Roberta shared her experience of losing her job during the 2008 market collapse and the emotional toll it took on her confidence. Michael noted that while workplace stress is real, much of it stems from internal expectations. They encouraged listeners to replace fatigue with curiosity and focus on what can be controlled.

Rebuilding Self-Worth After BurnoutRoberta opened up about how losing her career led to deep questions about identity and purpose. Michael shared that his own journey through adversity helped him rediscover meaning and direction. They agreed that personal growth requires reflection and a willingness to define happiness on one’s own terms. Both highlighted the importance of mindset ownership and the courage to rebuild with clarity.

Embracing Joy in BusinessMichael and Roberta concluded with a discussion on the intersection of joy, curiosity, and entrepreneurship. Drawing insights from Roberta’s book Open for Business, they explored how business owners can integrate playfulness, experimentation, and authenticity into their work. They encouraged listeners to pursue their goals with curiosity rather than fear, reminding them that joy is not the absence of struggle—it is the presence of purpose.

Episode Theme:
Rediscovering joy, curiosity, and fulfillment by embracing change, managing burnout, and building a mindset of exploration in both work and life.

Related Links:

• BreakfastLeadership.com/blog – Articles on leadership, burnout recovery, and workplace culture.
• The Joy Experiment – Learn more about Roberta’s work helping people find joy and meaning through lifestyle transformation.

Helping Women Build a Life & Business Rooted in Joy, Ease, and Aligned Success

Roberta Gill Ravella is the visionary behind The Joy Experiment—a transformative framework designed to help women step out of struggle and into a life and business filled with joy, ease, and flow. Drawing from her decades of experience in sales, marketing, entrepreneurship, and personal development, Roberta helps clients rewrite the rules of success by leading with alignment, worthiness, and purpose.

After years of chasing achievement through hustle and burnout, Roberta asked a powerful question: What if success didn’t have to be so hard? That question sparked the creation of The Joy Experiment, a values-based coaching approach that guides women to reconnect with their core, simplify their path to growth, and build success that feels just as good as it looks.

Roberta works with purpose-driven women entrepreneurs, creatives, and leaders who are ready to replace self-doubt with self-trust, confusion with clarity, and pressure with peace. Her message is a refreshing antidote to hustle culture—and a rallying cry for those seeking a more intentional, fulfilling way to grow.

When she’s not coaching or speaking, you’ll find Roberta exploring the mindset shifts that turn burnout into balance and teaching others how to lead with joy, not just chase it.

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Episode OverviewIn this episode, Michael D. Levitt sits down with Erik Braund, CEO of Katmai Tech, to explore how immersive 3D virtual collaboration is transforming the future of work. Katmai’s groundbreaking platform redefines remote interaction by combining video presence with spatial freedom—creating an environment that mirrors the energy and spontaneity of a physical office.

Inside Katmai’s Virtual Collaboration PlatformErik explains how Katmai bridges the gap between traditional video conferencing and in-person work. Unlike static grid calls, Katmai enables users to move freely in a 3D virtual space, sparking natural, spontaneous conversations. The result?

• A 70% reduction in standing meetings for users
• Average engagement of 23 hours per week—nearly double the time people typically spend on Zoom or Teams
• Shorter, more meaningful interactions, averaging 15 minutes among small groups

Erik shares how these immersive environments foster authentic collaboration, serendipitous moments, and stronger team culture—elements often lost in remote work setups.

The Power of Remote Work FlexibilityMichael builds on the conversation by highlighting the evolving nature of work. He references insights from leaders like Jamie Dimon, exploring how workplace flexibility enhances autonomy, engagement, and performance. Michael notes that trust and choice are central to preventing burnout and driving productivity.

He humorously recalls a company that had to schedule a meeting—ironically—to discuss having too many meetings, reinforcing the idea that tools like Katmai can make communication more efficient and human-centered.

Balancing Efficiency and Well-BeingErik and Michael dive into the psychology of remote work, discussing the pitfalls of multitasking and blurred boundaries. Both stress the need for intentional systems that support focus and well-being.

Erik explains how Katmai’s user-friendly interface helps teams stay connected without overwhelming them with constant pings or apps. The platform promotes mindful communication, encouraging quick, productive exchanges rather than endless calls.

Michael connects this to his Breakfast Leadership Network philosophy, emphasizing that burnout prevention begins with designing work environments—virtual or physical—that support energy, creativity, and balance.

Key Takeaways* Immersive collaboration is redefining remote culture by bringing “office energy” online. * Flexibility and autonomy are critical to engagement and performance. * Meeting reduction and better-designed communication tools lead to happier, more focused teams. * Technology should enhance human connection, not replace it.

Links & Resources

• Learn more about Katmai Tech: https://www.katmaitech.com
• Related reading on burnout, leadership, and workplace culture: BreakfastLeadership.com/blog

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A new Solitaire Bliss report reveals that 95% of managers monitor employees, but this growing trend may be damaging workplace trust and culture. Learn how constant surveillance increases burnout, reduces retention, and what leaders can do to rebuild psychological safety and transparency. Discover leadership strategies from the Breakfast Leadership Network to shift from control to trust-driven performance.

Article: https://www.breakfastleadership.com/blog/how-employee-monitoring-is-reshaping-workplace-culture-and-what-leaders-must-do-differently

Join our Workplace Culture Community: https://Community.BreakfastLeadership.com

Connect regarding healthcare savings

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Reprogramming the Subconscious for SuccessIn this episode, I sat down with Jim to explore the powerful role of the subconscious in shaping our lives. Jim shared how behaviors and outcomes are often dictated by subconscious identities, and how reprogramming these patterns can create lasting success. He walked us through his own journey—from a poor Texas farm boy to a multi-millionaire—showing firsthand what’s possible when you align your subconscious beliefs with your goals. I added my own reflections on reinvention throughout my career, reinforcing how our inner identity becomes the foundation for personal and professional growth.

Shaping Interests Through Early ExperiencesWe also explored how curiosity and interests are formed over time. I shared my shift from struggling in science classes to developing a genuine passion for it later in life, while Jim reflected on his early challenges with math. Together, we unpacked how childhood experiences and ingrained beliefs can set the stage for our strengths, struggles, and perceptions of ability later in adulthood.

Mindset Differences in Success and FailureJim drew a clear contrast between the mindset of successful millionaires and those who remain financially stuck. He explained that high performers are constantly driven to grow—either by the desire to surpass family achievements or by the fear of losing what they’ve built—while those struggling often default to excuses and fear of failure. We discussed how identity shapes habits and behaviors, influencing not just personal success but also the divides we see in today’s social and political climate.

Beyond Manufactured Identity DivideTogether, we explored how identity can unite or divide us. Using the metaphor of a tree fighting against itself, we reflected on how clinging to manufactured identities can lead to destruction. Jim and I both emphasized the importance of evolving beyond these surface-level divides and recognizing our shared human needs and goals as the path toward real progress.

Overcoming Subconscious Barriers to GrowthWe closed by talking about the daily battle against subconscious barriers and external influences. Jim highlighted how his podcast helps listeners reprogram habits and reframe subconscious beliefs, while I reflected on the growing need to manage how social media and technology shape our identities. The key takeaway: true growth requires awareness, action, and the courage to break free from limiting patterns so you can step into your full potential.

Ready to truly transform your life—professionally, personally, and spiritually? Whether you’re seeking breakthroughs in business, deeper relationships, or inner alignment, Jim Fortin is the mentor high-performing leaders turn to when they’re ready to change from the inside out.

Jim is the creator and host of The Jim Fortin Podcast, a global chart-topper with over two million downloads in its first two years. Widely regarded as a leading voice in subconscious self-transformation, Jim has shared stages with icons like Tony Robbins, Dr. Phil, Robert Kiyosaki, and George Foreman, offering a unique blend of behavioral science and ancient wisdom to shift how people lead and live.

For over two decades, Jim has trained thousands—from Wall Street executives to local business owners—in the art of human effectiveness, sales influence, and his signature method: NeuroPersuasion®, a breakthrough system rooted in NLP, hypnosis, and brain-based performance strategies. Through his company Mind Authority, Jim has privately coached global changemakers in business, government, and social impact to access clarity, alignment, and elevated results.

His sought-after programs—The Transformational Coaching Program and Be Do Have Training Series—have helped individuals rewrite limiting narratives, dissolve sabotaging patterns, and create powerful shifts in every area of life.

Jim Fortin isn’t just teaching transformation—he’s helping people embody it.

Website: https://www.jimfortin.com/

Podcast: https://www.jimfortin.com/episode-1-transforming-your-life-from-the-inside-out/

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In this episode of the Breakfast Leadership Show, we explore why purpose, not just pay, is the true magnet for top talent in today’s competitive job market. Drawing from a recent Breakfast Leadership Network article, we break down an eight-step framework for creating a culture where meaning and belonging drive performance and retention.

You’ll learn how to clearly define and embed purpose into daily work, celebrate behaviors that align with your values, and position leaders as “Chief Culture Officers” who live and breathe the organization’s mission. We also discuss why culture isn’t just an HR initiative—it’s a powerful business asset that directly impacts engagement, retention, and ROI.

If you’re a leader looking to transform jobs into meaningful journeys and build a workplace where people thrive, this episode is your roadmap.

Toxic workplace? Get help here: https://Community.BreakfastLeadership.com

Are you burned out? You don't have to be: https://FreeFromBurnout.com

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Fleet Management Expertise and Optimization with Jeff NiemanIn this episode, I sit down with Jeff Nieman, Chief Operating Officer at Merchants Fleet, to explore the evolving world of fleet management and logistics. With more than two decades of experience in the industry, including 20 years at Hertz Corporation, Jeff shares insights into the complexity of managing fleets across industries and the strategies organizations can use to optimize operations, cut costs, and maximize vehicle utilization—especially during times of economic disruption.

Optimizing Fleet Management for EfficiencyJeff and I unpack the importance of efficient fleet management and the logistics behind moving goods and people. He explains how Merchants’ product FleetShare helps companies solve utilization challenges by allowing shared vehicle access across business units. This approach not only improves efficiency but also reduces waste. Data analysis plays a key role in determining the right number of vehicles, while their digital platform provides businesses with seamless self-service vehicle access.

Fleet-Sharing InnovationWe dive into Merchants’ groundbreaking fleet-sharing platform, designed to let businesses rent vehicles for short periods and even share them across companies during peak demand. This innovation reduces costs, generates revenue, and addresses common pain points like underutilized vehicles and storage expenses. Jeff also explains how this approach could support the transition to electric vehicles by helping organizations coordinate usage and overcome range limitations.

The Role of AI in LogisticsOur conversation also touches on the role of AI in fleet management and logistics. Jeff highlights both the opportunities and risks of implementing AI, particularly around governance, compute costs, and operational impacts. We agree that starting with simple, practical AI applications is the best way to build trust and results before moving into more advanced implementations.

To learn more about how Merchants Fleet is transforming the industry, visit merchantsfleet.com.

https://www.merchantsfleet.com/merchants-fleet-appoints-jeff-nieman-as-new-senior-vice-president-and-chief-operations-officer/

https://www.linkedin.com/in/jeff-nieman-0991061b/

https://x.com/merchantsfleet

https://www.linkedin.com/company/merchants-fleet/

https://www.instagram.com/lifeatmerchants

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Podcasting has become one of the most powerful tools for marketing, networking, and brand visibility. In this episode, Michael D. Levitt and Joe Massa from Podtopia Network dive deep into how podcasting builds authentic connections and opens doors for business growth. Joe, a 20-year radio veteran and founder of Podtopia Network, shares insights on how podcasting allows professionals to create meaningful relationships and generate organic marketing opportunities.

Michael highlights how his own podcast journey, which began in 2017, helped him expand his professional network, strengthen his brand presence, and connect like-minded leaders across industries. He emphasizes that podcasting serves not only as a marketing platform but also as a relationship builder, offering a way to make warm introductions and nurture genuine connections.

Podcasting: The Hidden Marketing EngineJoe explains that many businesses overlook podcasting as a marketing strategy, yet it offers long-term visibility, audience engagement, and opportunities for monetization. With no FCC restrictions, podcasts give creators the freedom to express ideas, share stories, and build credibility with niche audiences.

Michael and Joe discuss how podcasting creates multiple touchpoints with listeners—turning each episode into an evergreen marketing asset that continues to generate leads and build community over time.

HR, Business Growth, and Finding Your TribeMichael also brings in his expertise in HR and business leadership, discussing how podcasting and content creation can help organizations find their “tribe.” He encourages leaders to use their voice—whether through a podcast, book, or social platform—to share expertise and establish authority in their field.

Creating Authentic Content That ResonatesJoe underscores that the key to content success lies in passion and authenticity. Originality matters less than showing up with enthusiasm for a topic you love. Together, Michael and Joe highlight how podcasting can serve as both a marketing tool and a form of personal expression that brings people together.

Start Podcasting TodayMichael closes with encouragement for aspiring podcasters: don’t overthink it. Start where you are, use what you have, and create content that feels true to you. Podcasting isn’t about perfection—it’s about connection, storytelling, and growth.

LinkedIn: https://www.linkedin.com/in/joe-massa-3a6ab264/

Instagram: https://www.instagram.com/podtopianetwork/

https://www.podtopianetwork.com/

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De-escalation, Emotional Intelligence, and the Power of ListeningAffect Labeling for Emotional Regulation
Doug introduced a counterintuitive but highly effective method for managing emotions called affect labeling. By quieting the mind and directly naming emotions with simple “you” statements, he explained how it’s possible to calm emotional escalation in as little as 90–120 seconds. I found this approach fascinating, especially since it activates the brain’s right ventrolateral prefrontal cortex to downshift the amygdala. Doug emphasized that affect labeling can be used not only to regulate your own emotions but also to help others in the middle of tense conversations.

Violence Prevention in Prisons
Doug shared remarkable stories from his work teaching violence prevention to lifers in maximum security prisons. Over 800 graduates of his program have been released on parole in California without a single reoffense. I couldn’t help but admire the impact of this initiative. Imagine how much stronger our communities and families could be if these emotional regulation skills were taught broadly in society. Doug and I agreed: teaching these tools early in life could help prevent conflicts and foster emotional maturity.

De-escalating Conflict Through Listening
We also explored why anger and polarization seem to be on the rise in today’s world. Doug explained that much of it stems from people feeling unheard. When individuals don’t feel validated, they often resort to anger or rudeness. He described how even on social media, simply labeling emotions can de-escalate heated conversations. I wholeheartedly agreed — if more people practiced this skill, we’d see far more harmony in society.

Calm Conversations with Polarized Individuals
Doug walked us through a framework for having constructive conversations with people holding strongly different political or personal beliefs. The method involves asking four questions: what life experiences shaped their beliefs, how those beliefs support their daily life, how they handle differing beliefs, and how they think society should be organized. Rather than trying to persuade or argue, Doug emphasized listening and validating emotions. I see this as a game-changer for building understanding, even in tense family gatherings or divided communities.

De-escalation and Emotional Intelligence in Leadership
Finally, Doug and I discussed the role of de-escalation skills in leadership. Emotional intelligence and active listening are powerful tools for creating psychological safety and transforming difficult conversations. Doug even shared his free online course on dealing with anger and aggression, available through LinkedIn or by email. It’s a valuable resource for anyone looking to strengthen their leadership and communication skills.

Website: https://dougnoll.com/

LinkedIn: https://www.linkedin.com/in/dougnoll/

DM "Breakfast25" to get the resources Doug mentioned during the show.

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Struggling with costs in your healthcare organization? Reach out to Michael. Click Here for more info

Journey to Financial Independence with Kam DasaniIn this inspiring episode of the Breakfast Leadership Show, we sat down with Kam Dasani to explore his journey from a high-paying corporate role in Silicon Valley to full financial independence through trading and investing. Kam shared how he transitioned from a $250,000 salary to a life of true freedom—where time, location, and purpose all align. His story offers valuable insights for anyone ready to step away from the corporate treadmill and design a life on their own terms.

From Corporate Hustle to FreedomKam opened up about leaving behind the demanding pace of Silicon Valley in pursuit of autonomy and balance. He shared how he built multiple income streams—from investing to trading—and how financial freedom granted him the ability to live life on his own schedule. The discussion reminded listeners that success isn’t just about wealth; it’s about having control over your time and energy.

The Power of Location and Lifestyle DesignWe discussed the high costs and burnout culture of San Francisco compared to the slower, more fulfilling lifestyle Kam found in Dallas. He shared how geographic freedom has been key to his happiness and flexibility, proving that financial independence can also bring peace of mind. Trading, he noted, offered a career path that fit perfectly with his desire for flexibility and mobility.

Smart Investing and the Role of ResearchWe talked about the importance of doing deep research before making investment decisions. While AI tools can support the process, Kam and our team emphasized that critical thinking and due diligence remain essential. We also clarified that our discussion serves as educational insight, not financial advice.

Risk-Free Trading Through Prop FirmsKam shared how he discovered prop firm trading after connecting with Mahul Patel, a former Goldman Sachs algorithm trader. Prop firms give traders access to leveraged capital with minimal personal risk—traders keep 80% of profits while risking only a small portion of their own funds. Kam explained how understanding this model opened doors to sustainable, low-risk trading opportunities.

Futures Trading and Financial LeverageWe explored futures trading, where markets run nearly 24/5, and discussed how this structure enables traders to maximize returns while maintaining low operational costs. Kam revealed that with about 10 hours of training per month, he learned strategies that outperformed many traditional side businesses. Together, we emphasized the discipline required to manage leveraged funds responsibly.

Real Estate, Mentorship, and Managing EmotionsThe conversation turned to real estate, where we compared risk profiles and discussed the importance of mentorship—such as Kam’s guidance from his uncle and professional brokers. Kam also reflected on how emotional regulation plays a crucial role in trading and investing success. His story of reaching millionaire status underscored the importance of mindset, patience, and mentorship in achieving financial goals.

Final ReflectionsKam’s journey is a testament to the power of intentional living, strategic investing, and self-discipline. For those dreaming of leaving the 9-to-5 grind, this episode offers both inspiration and practical insight into how to make that transition responsibly and sustainably.

Kam's bio:

My name is Kam Dasani - I'm a top 1% Futures & Options trader who helps others escape the rat race through trading. If you think it's too good to be true, my team is ex-Goldman Sachs and we have $4M in capital that we are trading with. On this channel, I don't only talk about trading. I talk about (and show) the life that I've built through skills and connections. I interview others in similar spaces, as well as my clients who have seen success by trusting me. For undeniable proof, check out my Instagram below. If you're not a skeptic for no reason, book a call and talk to me and I'll show you proof of everything live.

Instagram: https://www.instagram.com/profitwithkam/

YouTube: https://www.youtube.com/@profitwithkam

LinkedIn: https://www.linkedin.com/in/kam-dasani-937005101/

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In this episode of the Breakfast Leadership Show, Michael speaks with AI strategist and author Steff about the real-world impact of artificial intelligence on the workforce. Together, they challenge the common narrative that AI is replacing human jobs and explore how leaders can adopt AI responsibly without losing sight of the human element.

AI’s Limited Impact on the WorkforceSteff shares her concerns about companies prematurely laying off employees under the guise of AI adoption, emphasizing that today’s AI lacks the depth to truly replace people. Michael echoes this sentiment, noting that many organizations are jumping into AI initiatives without understanding the implications. Both agree that while AI will transform the workforce over time, we’re far from a reality where machines can replace human intelligence and empathy.

Rethinking Employment DynamicsMichael and Steff dive into the nuances of AI’s effect on employment. While automation can replace certain tasks, it often leads to cost-cutting rather than meaningful innovation. Steff highlights how AI can reduce repetitive work, freeing humans to focus on creativity and strategy. The two also compare cultural differences between North America and Europe—where stronger work-life balance and social systems offer a healthier framework for integrating technology into work.

AI as a Productivity PartnerThe conversation shifts to the potential of AI as a collaboration tool. Michael explains how AI-powered note-taking and workflow tools can enhance meetings by freeing up cognitive space and improving documentation. Steff and Michael agree that AI democratizes access to powerful tools, empowering individuals to be more productive, even as organizations struggle to integrate these systems effectively.

Context Is the New SkillsetSteff introduces a fascinating idea—the rise of the “context engineer.” As businesses rely on AI, she argues that human understanding of nuance, culture, and emotional intelligence will become essential to guide AI systems effectively. Context engineers will bridge the gap between data and human meaning, ensuring AI remains a support, not a substitute.

What AI Can’t ReplaceDrawing from her book Being Replaced, Steff outlines five uniquely human skills that AI cannot automate: flexible thinking, emotional intelligence, collective intelligence, intuition, and true innovation. She underscores that while AI can simulate emotion or pattern recognition, it cannot create, connect, or empathize as humans do. Michael reinforces that innovation and adaptability have always been the cornerstones of human progress.

AI as a Tool for Human EnhancementThe episode closes on an optimistic note. Steff discusses her open-source framework for using AI intelligently and invites listeners to explore her resources on her website and GitHub. Together, Michael and Steff remind us that AI should be viewed not as a threat, but as a powerful enhancement tool that amplifies human capability, creativity, and connection.

Listen now to discover how to lead in the age of AI without losing what makes us human.

For more insights on leadership, burnout prevention, and workplace culture, visit BreakfastLeadership.com/blog.

Steff Vanhaverbeke - The "Superworker" RevolutionWhile 76% of professionals are drowning in AI overwhelm, Steff discovered how to use AI to prevent burnout instead of causing it. Her "Superworker" methodology helps leaders achieve 3x productivity without working harder by building an "AI Second Brain."Starting as a graphic designer in 1993 during the web's emergence, she now coaches professionals at Microsoft, Deloitte, and PwC. Her recent webinar to 400 people generated feedback like "This is exactly what I needed, not another technical course, but insights and ways to get a grip on AI with my team."Possible discussion topics:AI leadership without burnoutCognitive agility for leadersGuiding teams through tech transformationThe five levels of AI adoption (from overwhelmed to empowered)Building psychological safety during technological changeWhy human skills become more valuable as AI handles routine work

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In today’s competitive job market, compensation alone is no longer enough to win and keep great people. What truly sets organizations apart is a purpose-driven culture — one where values guide decisions, shape behavior, and inspire loyalty.

In this episode, we break down eight key strategies for building and sustaining a culture that thrives:

• Defining a clear and authentic purpose that goes beyond slogans
• Embedding purpose into daily tasks and decisions
• Celebrating behaviors that reflect organizational values
• Aligning leadership and strategy with cultural goals
• Supporting employee growth through mentorship and ownership
• Crafting a compelling employee value proposition
• Measuring and refining cultural initiatives regularly
• Sustaining long-term success by connecting culture to financial results

The conversation highlights how a strong, values-first approach not only fosters engagement and trust but also drives tangible business outcomes.

If you’re a leader, HR professional, or entrepreneur looking to strengthen your organization’s culture, this episode will give you practical insights and a roadmap to build a workplace where people want to stay and grow.

Dealing with burnout? Get help here: https://FreeFromBurnout.com

Toxic workplace? Find out for sure: https://Community.BreakfastLeadership.com

Visit business articles at Breakfast Leadership

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Episode Summary
In this episode of the Breakfast Leadership Show, we dive into a powerful conversation with Nate, CEO of Form 100 Consulting, an agile technology firm that hires military veterans. Together, we explore what it really means to focus on core competencies in a world obsessed with chasing trends—especially when it comes to artificial intelligence.

Focusing on What Matters
Nate emphasizes the danger of business “fluff”—initiatives that look exciting but distract from the organization’s core mission. We discuss how easily companies get pulled off track by AI hype and lose sight of what actually drives value. Both of us agree that clarity of mission and disciplined execution are what truly sustain success.

AI Implementation: Systems Before Software
We unpack why so many organizations fail at AI implementation. The core issue? Automating broken systems. Before adding automation, leaders must first understand workflows, engage the people doing the work, and align process improvements with clear outcomes. The discussion also explores lean methodology and how technology should enhance human capability—not replace it.

Automation and Efficiency
Our conversation turns to how automation affects staffing and productivity. I share insights from past downturns where organizations reduced teams but maintained output through smarter workflows. We agree that while automation can remove jobs, it can also elevate roles and help businesses grow—if it’s done with purpose. We also highlight the risk of knowledge loss as experienced workers retire, reminding leaders that efficiency must never come at the cost of wisdom.

Adaptability and Incremental Progress
We examine why even major corporations, including Fortune 500 giants, struggle to survive. Nate and I discuss the importance of adaptability, addressing constraints, and embracing incremental progress—especially when integrating AI. True transformation happens step by step, not through one big innovation.

Data-Driven Growth Without the Paralysis
I share an example of a client stuck in “analysis paralysis” due to too much data. The takeaway: data should serve decision-making, not dominate it. We explore how to build centralized systems that streamline insights and connect back to strategy. I also reference General Motors’ missteps in the 1980s as a lesson on the risks of ignoring core strengths in the pursuit of diversification.

Balancing Planning and Action
We discuss the challenge of overplanning versus underplanning. Nate explains that effective leadership requires making informed decisions without having every answer. This means building psychological safety within teams, encouraging learning through mistakes, and avoiding “level one thinking”—where leaders react rather than anticipate.

Consulting Insights and Shared Experiences
Nate shares insights about his work at form100consulting.com, helping organizations improve execution and agility. I reflect on my own consulting journey with small businesses and nonprofits, from psychotherapy practices to after-school LEGO robotics programs, and the lessons I carried from my time in the Air Force into business leadership.

Human Connection in the Age of Automation
We close with a conversation about marketing and human connection. Both of us agree that while digital platforms like LinkedIn have become saturated with automation, audiences are craving authenticity. The future of business belongs to those who bring back the personal touch—conversations, community, and genuine connection.

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Turning Chaos Into Clarity
Daryl shares how his volunteer search and rescue work during a devastating tornado in Alberta shaped his philosophy on leadership. What he witnessed in those chaotic moments pushed him to create systems for handling emergencies—not just in public safety, but also inside corporate boardrooms. Michael recalls his own experience with Hurricane Andrew in Florida, highlighting how disasters force us to rethink routines, resilience, and the way we lead through disruption.

Productivity Meets Humanity
Too often, workplaces focus on efficiency while stripping away connection. Michael and Daryl unpack why this doesn’t work. Daryl draws from his coaching experience to show how empathy and vulnerability make leaders more effective, while Michael connects it back to employee well-being, stress management, and retention. Together, they stress that leadership is most powerful when it balances results with human connection.

Transforming Toxicity Into Trust
Michael shares his story of stepping into a healthcare organization with an 86% turnover rate. Within a year, by listening, implementing overdue changes, and fostering collaboration, turnover dropped to 6%. The lesson? Empathy and support aren’t “soft skills”—they’re leadership essentials. Just like a great coach who believes in their team, leaders can rebuild broken cultures by showing they care.

Fundamentals Don’t Change, Scale Does
Daryl reminds us that whether you’re leading 10 people or 10,000, the core challenges stay the same. Leadership is about people—and people are complex. His “order to chaos” framework emphasizes self-mastery, productivity, and intentional leadership. He explains how influence works like concentric circles: the larger the organization, the more intentional leaders must be with communication and culture.

Adaptability Creates Team Success
Great leaders flex. Daryl underscores the importance of listening and adjusting when introducing new systems. Michael reinforces this point with his healthcare experience—leaders who adapt to different personalities and communication styles build trust and reduce turnover. The message is clear: adaptability and intentionality are non-negotiable in leadership today.

Collaboration for Better Decisions
Michael highlights why leaders must include frontline voices when rolling out new tools or strategies, or risk creating disconnects. Daryl introduces his practical “1-3-1” tactic: identify the problem, offer three options, and present one recommendation. This simple structure accelerates decision-making and keeps teams aligned.

The 1-3-1 Framework in Action
Daryl breaks down how the 1-3-1 framework reduces cognitive overload for leaders while strengthening accountability. Though it feels clunky at first, it quickly becomes second nature. He even shares his Executive Assistant playbook and resources for leaders ready to try it—just DM him the word "TeamMichael” on LinkedIn or Instagram to get started.

Resources and Balance
The episode closes with resource-sharing and gratitude. Michael and Daryl encourage leaders to take advantage of these tools and remind listeners that leadership isn’t about doing it all alone. Balance, intentionality, and shared wisdom are what truly move organizations forward.

🎙️ Bringing Order to Chaos: Battle-Tested Leadership with Daryl D. Black | The Breakfast Leadership Show

What if the chaos you’re facing at work isn’t the problem, but the invitation?

In this powerful episode, I sit down with Daryl D. Black, a globally respected crisis leadership expert with over 35 years of experience leading teams through life-or-death scenarios—including Hurricane Katrina, wildfires, and multi-million-dollar IT projects for Fortune 500s.

Daryl’s no stranger to pressure. He’s built and led elite teams in the face of overwhelming complexity. Today, he shares the same field-tested leadership frameworks that are transforming micromanaging executives into visionary leaders—even in today’s fast-paced, uncertain environments.

🔹 We unpack why smart directors make terrible decisions under pressure—and how to change that.
🔹 The real reason your A-players are leaving, and the unexpected retention strategy that actually works.
🔹 How to build autonomous, high-performing teams without sacrificing innovation or oversight.
🔹 Why conventional leadership advice fails during rapid growth—and what to do instead.
🔹 Daryl’s signature “Order to Chaos” framework that brings calm, clarity, and momentum to scaling organizations.

Whether you’re a founder, director, or senior leader stuck in micromanagement or navigating chaotic growth—you’ll walk away with practical tools to lead with confidence, empower your people, and transform pressure into performance.

🌟 About Daryl D. Black:

• Top 5 LinkedIn Leadership Coach
• 35+ years of leadership in crisis and corporate settings
• $100M+ project management experience
• Founder of OtC Leadership and creator of the Order to Chaos methodology

LinkedIn: https://www.linkedin.com/in/daryldblack/

Instagram: https://www.instagram.com/daryldblack

📢 Follow the Show: @BreakfastLeadership on Instagram & YouTube

💬 Quote of the Day:
“Leadership isn’t about control—it’s about clarity under fire.” – Daryl D. Black

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In this episode of the Breakfast Leadership Show, Michael sits down with Bogdan Micov, a Macedonian entrepreneur living in Bali, who has developed the Relentless Method—a groundbreaking approach to stress relief and emotional transformation. Bogdan’s method helps entrepreneurs and leaders eliminate negative emotions and limiting beliefs in days rather than years, breaking away from traditional coping strategies to create lasting internal change.

Together, Michael and Bogdan explore the difference between managing stress and transforming it. They discuss why focusing on decisions instead of beliefs gives people more flexibility and control, allowing for faster breakthroughs. Bogdan explains how understanding the motivations behind pain-avoidance versus pleasure-seeking behaviors can help align decisions with one’s true values.

The conversation also dives into the importance of proactive decision-making and personal responsibility. By embracing the law of cause and effect, Bogdan encourages listeners to move away from the victim mindset and take ownership of their outcomes. Michael and Bogdan highlight how shifting from reactive stress responses to empowered thinking can transform not only performance but overall well-being.

Bogdan shares his inspiring personal story of leaving a corporate career and recovering from a stroke at 33, using these challenges to cultivate joy and peace. The episode closes with insights on living a fulfilled life, learning from hardship, and spreading messages of growth, purpose, and happiness.

Key Topics:

• The Relentless Method and belief reprogramming
• How decisions shape mindset and outcomes
• Pain vs. pleasure motivation in human behavior
• Escaping victim mentality and taking ownership
• Living joyfully through personal transformation

Follow Bogdan:
Instagram: @bogdanrelentless

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Paul’s Remarkable Career Path
In this episode, Michael sits down with Paul Nadeau, whose 32-year career spans roles as a detective, international peacekeeper, and former hostage negotiator. Paul shares insights from his deployments to the Middle East during the Iraq War and his experiences in major crimes investigations. His stories reveal how studying human behavior shaped not only his career in law enforcement but also his evolution into a keynote speaker and author.

The Transformative Journey of a Negotiator
Paul opens up about how a difficult childhood became the catalyst for his life’s mission. Joining the police force at 21, he gravitated toward cases involving sexual assault and child abuse—work that deepened his empathy and resolve. A pivotal negotiation with a suicidal man changed his path forever, leading him to become a hostage negotiator. Paul’s message is one of resilience: trauma can shape growth when we choose to learn from it.

Creating Safe Spaces in Crisis
Michael and Paul explore how empathy and active listening can transform crisis situations. They discuss the importance of creating environments where people feel seen, heard, and valued. Michael highlights how societal change starts with individuals being willing to hold space for others—especially those feeling isolated or disconnected.

Understanding and Overcoming the Hostage Effect
Paul introduces the concept of the “hostage effect”—a state of mental captivity driven by fear, manipulation, and uncertainty. He draws parallels between psychological captivity and societal patterns, urging listeners to reclaim their autonomy and mental freedom. Through personal stories and lessons from his book, Paul demonstrates how awareness and personal agency can break the cycle of fear.

Cultural Dialogue and Mindful Leadership
The conversation broadens as Michael reflects on global challenges and the erosion of open dialogue. He shares a story from a multicultural potluck that reminded him of the beauty of diverse perspectives and collaboration. Both emphasize the need for compassion, curiosity, and respectful discussion in today’s polarized world.

Human Connection and Personal Freedom
Paul concludes with two guiding principles: people are more alike than different, and you get what you give. He and Michael agree that human dignity, empathy, and respect must remain at the heart of leadership and community. Their dialogue reminds listeners that even amid crisis, connection and compassion are the greatest tools for freedom and peace.

Book: The Hostage Effect

Website: https://www.jpaulnadeau.com/

IG: https://www.instagram.com/jpaulnadeau/

LinkedIn: https://www.linkedin.com/in/jpaulnadeau/

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In this episode of The Breakfast Leadership Show, we explore how California continues to lead the nation in wage growth and what that means for both employers and employees navigating a rapidly changing economy.

Recent analysis from Keller Executive Search, using data from the U.S. Bureau of Labor Statistics, reveals that California saw a 6.55% increase in average weekly wages between 2023 and 2024, ranking fifth in the nation. The state’s average weekly pay rose from $1,757 to $1,872, a gain that not only outpaced the national average of 4.88% but also exceeded inflation.

We unpack the driving forces behind this growth, including the strength of California’s technology, entertainment, and professional services sectors, and what this says about the broader labor market. While these gains signal that many workers are seeing real increases in purchasing power, California’s high cost of living continues to offset some of that progress, making long-term affordability and retention key issues.

The discussion also dives into how leaders can respond strategically:

• Investing in continuous skill development to keep pace with evolving demands.
• Creating adaptable workforce plans that align with economic cycles.
• Balancing compensation growth with organizational sustainability.

Ultimately, this episode challenges both employers and employees to view wage growth as more than a paycheck shift. It is a signal of transformation in how we work, hire, and lead in an economy defined by rapid innovation and constant reinvention.

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Struggling with costs in your healthcare organization? Reach out to Michael. Click Here for more info

Episode OverviewIn this episode of the Breakfast Leadership Show, Michael speaks with Michi McClure, Founder of Consivian, about her transformation from an “accidental leader” to a conscious architect of human and organizational growth. Michi shares how her firm evolved from its compliance origins into a full-spectrum business consultancy helping leaders and teams grow through authenticity, systems thinking, and self-awareness.

Together, they explore what it means to build organizations that are not just compliant — but truly connected, conscious, and continually learning.

Key Topics & InsightsAuthentic Connection as the Foundation of GrowthMichael and Michi unpack how organizational health begins with authentic human connection. They discuss how leaders can create environments where people feel safe to speak openly, challenge ideas, and contribute meaningfully. Drawing inspiration from 3M’s innovation culture and Amy Edmondson’s research on psychological safety, the conversation highlights the power of balancing data-driven insight with genuine human empathy.

The Power of Inclusion in Leadership DecisionsMichael shares a story about a healthcare redesign initiative that excluded doctors from the planning process — a costly mistake that became a case study in why leaders must include all stakeholders. The story becomes a powerful metaphor for leadership humility, reminding us that sustainable change only happens when everyone’s voice is invited to the table.

Flexibility and Communication at Every LevelMichi and Michael discuss how leaders can move beyond rigid structures and instead create flexible meeting formats, adaptive communication rhythms, and spaces for real-time problem-solving. They emphasize that leadership today isn’t about following old rules — it’s about being present, reflective, and responsive to what teams actually need.

Visual Feedback and Leadership AwarenessMichi shares her creative experiment with a “visual thermometer” on her office door, where her team could anonymously reflect how they perceived her leadership presence each day. This tool became a catalyst for self-awareness and emotional intelligence — qualities she believes are essential to modern leadership. Michael expands on the idea, encouraging leaders to “take their own pulse” after key interactions to assess connection and tone.

Reflection as the Path to Personal and Organizational GrowthBoth Michi and Michael underscore the importance of reflective learning — recognizing blind spots, seeking feedback, and embracing discomfort as a teacher. Michi connects this process to burnout prevention, explaining how reflection and feedback re-energize leaders by aligning them more deeply with purpose.

Creativity, Self-Care, and Sustainable LeadershipIn a discussion that blends philosophy and practicality, Michi advocates for leaders to give themselves “space and grace” to recharge creatively. Michael introduces the timeless “sharpen the saw” parable, illustrating how sustainable productivity requires rest, reflection, and recalibration. Together, they explore how Consivian helps leaders move from burnout to balanced, consistent performance — like the steady pace of a tortoise rather than the burnout-driven sprint of a hare.

Navigating Organizational Change with Self-AwarenessMichi dives into the challenges of change management, noting that many leaders attempt to “fix” others before examining their own systems. She encourages a shift toward self-inquiry, using feedback loops and system mapping to uncover invisible barriers that hinder transformation.

Continuous Learning as a Business ImperativeTo close, Michi shares how continuous learning shapes the culture at Consivian — each client engagement becomes a new opportunity for insight, innovation, and growth. She invites listeners to explore more about her work and resources at consivian.com.

Connect with Michi McClure & Consivian🔗 Website: consivian.com
💡 LinkedIn: Michi McClure
📚 Blog & Coaching Resources: Consivian Leadership Insights

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Imagination and Strategy in OrganizationsMichael and Rebecca explored the role of imagination in organizational development, focusing on how it can help teams break free from routine and avoid burnout. Rebecca emphasized the value of developing strategy collaboratively and embedding it into systems so it becomes actionable. Michael shared a personal story about a team exercise that strengthened his relationship with his CEO, showing how facilitation can break down silos and build vulnerability within teams.

Proactive Leadership in Volatile TimesRebecca highlighted the importance of facilitated conversations to create shared language and vivid pictures of possible futures. She stressed that leaders must take agency in shaping the future during times of uncertainty. Michael reflected on his leadership experience during the Great Recession, noting how proactive strategies and market exploration were essential. Both agreed that preparation and action are far better than waiting passively for challenges to unfold.

Constraints Spark Creative SolutionsRebecca explained how constraints can ignite creativity, comparing children who produce better art with limited supplies to organizations that innovate within boundaries. She pointed out that major failures like the 2008 financial crisis and the 9/11 attacks were tied to a lack of imagination and unpreparedness for unexpected events.

Imagination for Effective PlanningMichael and Rebecca discussed how imagination can help leaders plan for multiple scenarios, both positive and negative. They emphasized that envisioning different futures calms the nervous system and prepares people for surprises. Michael encouraged leaders to think beyond worst-case scenarios, exploring opportunities for growth and using positive goal-setting to shape desired outcomes.

Imagination in Strategic Decision-MakingRebecca emphasized the need to align emotions with rational decision-making and create compelling shared visions that motivate people. She argued that imagination should be treated as a serious, forward-looking tool rather than relying only on traditional approaches that analyze past performance. Imagination not only makes strategy development more effective but also more engaging and enjoyable.

Website and MerchandiseRebecca shared details about her work and invited listeners to visit RebeccaSoutherns.com, where they can explore free resources and her "Possibility Packs," merchandise designed to spark imagination.

Dr. Rebecca Sutherns – Imagination Strategist for Purpose-Driven Leaders

Rebecca Sutherns, Ph.D., is the CEO and Founder of Sage Solutions, where she helps purpose-driven leaders close the gap between what matters most to them and what they actually do. With more than 27 years of global experience as a bestselling author, master facilitator, and coach, Rebecca is known for turning imagination into a strategic advantage. She brings analytical rigor, warm energy, and adaptability to strategy, governance, and decision-making.

Her work began with a simple but powerful observation: many leaders stay stuck in past patterns, overlooking new possibilities. She discovered that a “failure of imagination” is often the hidden reason behind team misalignment and even global challenges. Today, she equips Boards and executives to distinguish what is fixed from what is flexible as they shape the future in times of rapid change.

Through her ELASTIC framework, Rebecca helps non-profit leaders reimagine their next chapter with creativity and clarity. Whether through strategic planning facilitation or her innovative Possibility Packs, she champions imagination as a learnable skill and a collective practice—helping leaders co-create vivid mental pictures of what’s possible and proactively "dent the world."

🔗 Connect with Rebecca
Website: rebeccasutherns.com
LinkedIn: linkedin.com/in/rebeccasutherns
Email: rebecca@rebeccasutherns.com

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Financial Planning Inspired by DivorceDr. Nick opens up about his family’s financial struggles after his parents’ divorce, and how those early hardships shaped his mission to become a financial planner. Watching his mother juggle multiple jobs gave him the drive to help others avoid similar pain. Having walked through divorce myself, I connected deeply with his story and the importance of financial clarity during life’s toughest moments.

The Power of Compounding and Clear GoalsWe also talk about redefining financial priorities and how even small, consistent steps add up through the magic of compound interest. Dr. Nick recalls being introduced to the concept at 16 by a golf course owner named Rex—an experience that ultimately launched his career in finance.

Lessons from the Golf CourseOur conversation turned to the lessons you can pick up from unexpected places—like working at a golf course. For me, it was a front-row seat to observe how wealthier individuals handled themselves, and a reminder that humility in tasks like picking up garbage can lead to life-changing opportunities.

Mindset and the Success JourneyMindset is everything. Dr. Nick and I discussed how money matters, but intentional living and meaningful relationships are what create lasting fulfillment. We explored the balance between career satisfaction, financial stability, and well-being—emphasizing that true success isn’t measured solely in dollars.

Aligning Happiness with Financial GoalsOne of the biggest takeaways from our conversation is that happiness looks different for everyone. Aligning your financial plan with your unique values and goals is essential. Dr. Nick warned about the trap of social media comparisons, reminding us that joy doesn’t come from external approval but from understanding what really matters to you.

Rethinking RetirementWe also unpacked modern retirement. It’s no longer about quitting work altogether—it’s about creating space for consulting, passion projects, or part-time work. Both Dr. Nick and I agree that knowing yourself and planning ahead can help avoid impulsive decisions and ensure a fulfilling later chapter in life.

Understanding Financial Values Through ReflectionDr. Nick’s book is designed to help readers identify their strengths, weaknesses, and money stressors through reflection. By connecting financial strategies to core values, readers can create a more intentional and fulfilling financial plan. He even offers a free downloadable chapter on compounding at richbychoicebook.com. I strongly encourage you to grab it, dive into the exercises, and start clarifying your own path to financial freedom.

Dr. Nicholas Michels knows what it’s like to start with nothing. Growing up in a trailer park, he charted an extraordinary journey — becoming a professional athlete, bestselling author, and one of the most trusted voices in wealth and life planning.

As Founder of Michels Family Financial and creator of the Rich by Choice movement, Nicholas has spent more than 20 years guiding thousands toward lasting stability, confidence, and peace of mind. His approach goes far beyond spreadsheets — blending behavioral psychology, faith-based principles, and practical financial strategies to help families design lives rooted in purpose and values.

Before launching his firm, Nicholas played professional basketball overseas and earned elite credentials including CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PRIVATE WEALTH ADVISOR®. Today, his Amazon bestselling book Rich by Choice has inspired readers worldwide, and his voice has been featured in major media as a passionate advocate for financial literacy, mindset growth, and values-driven success.

Signature Speaking Topics:

• Financial Happiness: Why peace matters more than portfolio size
• The $8 Million Lesson: Walking away from the deal that didn’t align with the mission
• Marriage & Money: Turning conflict into deeper connection

If you’re looking for a conversation that inspires action, challenges old money stories, and leaves people empowered to build wealth and a meaningful life — Nicholas delivers every time.

Free Resource: https://RichByChoiceBook.com

Book: Rich By Choice

Website: https://michelsfamilyfinancial.com

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🎙 The Truth About Equity: A Conversation with Celeste Warren
Guest: Celeste R. Warren — DEI Consultant, Global HR Leader, Speaker, Author

Today on the Breakfast Leadership Show, I sit down with the incredible Celeste R. Warren, a trailblazing voice in the diversity, equity, and inclusion space. With nearly four decades of global HR and DEI leadership under her belt, Celeste brings the kind of insight that moves conversations from theory to transformation.

She’s the author of The Truth About Equity: What It Really Is, What It Isn’t, And Why Everyone Wins When We Get It Right — a powerful guide that unpacks equity with clarity, compassion, and practical action.

In this episode, we explore:
✅ Why equity is misunderstood — and how we can reframe it as a win for all
✅ The “Rocks and Fence” analogy that shifts perspectives in minutes
✅ The real difference between equality and equity — and how fairness bridges the two
✅ Why “meritocracy” doesn’t work unless equity comes first
✅ How Celeste’s bold leadership reshaped Merck’s culture — and inspired global change
✅ Actionable ways leaders and teams can overcome the equity disconnect

We also dive into Celeste’s personal journey — from fighting for equal pay as a young reporter to becoming a respected thought leader in the corporate DEI world.

🎧 Interview Highlights:

• How did Celeste go from navigating pay gaps to leading DEI globally?
• What keeps people resistant to the idea of equity, and how do we change that?
• Why equity isn’t preferential treatment — and how to explain it clearly
• What’s one quick, meaningful step any leader can take to bridge the gap?

🔗 Connect with Celeste Warren
🌐 Website: crwdiversity.com
💼 LinkedIn: Celeste Warren
📧 Email: celeste@celestewarrenconsulting.com

📘 Grab her book: The Truth About Equity – available wherever books are sold.

Don't miss this conversation if you're serious about building a workplace where everyone can thrive. Celeste’s practical wisdom will challenge you, inspire you, and equip you to lead better.

🎙 Subscribe to the Breakfast Leadership Show for more interviews with today’s top thought leaders in workplace culture, leadership, and purpose-driven performance.

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Struggling with costs in your healthcare organization? Reach out to Michael. Click Here for more info

In this insightful conversation, Michael D. Levitt, Founder and Chief Burnout Officer of the Breakfast Leadership Network, sits down with Cary Sparrow, founder of Wagescape, to explore the turbulent evolution of the modern labor market.

Adapting to a Rapidly Changing WorkforceCary reflects on the past decade of transformation in employment trends, driven by the pandemic, artificial intelligence, and wage inflation. He compares leading through these changes to navigating whitewater rapids — requiring adaptability, clear focus, and quick course corrections. Over ten years, Wagescape has grown by bringing transparency and real-time insight to the labor market, helping businesses make smarter workforce decisions.

AI’s Uncertain Future PathMichael and Cary dive into the unpredictable trajectory of artificial intelligence, drawing parallels to the early dot-com era. With two AI patents under his belt, Cary shares that while AI’s potential is enormous, not all current initiatives will endure. Both agree that innovation often comes from unexpected sources — not just the big tech players dominating the headlines.

Implementation and Strategic CautionCary shares a story about a promising AI project that quickly became obsolete due to rapid advancements. Together, he and Michael discuss the importance of balancing early adoption with strategic caution, particularly in fields like hiring and finance, where AI’s cost-saving appeal must be weighed against the need for accuracy and accountability.

AI Meets Healthcare and EmploymentDrawing on his background in healthcare leadership, Michael recalls working with an ethics officer who helped make tough medical decisions using data-driven insights. He compares this to how AI could analyze healthcare and employment statistics while maintaining human oversight. He suggests that large language models could forecast labor trends over the next 6 to 12 months — a potential game-changer for workforce planning.

The Future of Hiring and EducationCary and Michael examine the increasing demand for data-informed hiring, where AI serves as a predictive enhancement rather than a replacement. They discuss how universities must evolve their curricula to align with shifting market skills, and how business leaders often struggle to trust data that challenges traditional gut instincts.

Evolving Data ResistanceCary highlights a cultural shift: clients are no longer rejecting data outright but are instead asking smarter questions about its sources and implications. This evolution reflects a growing collaboration between data providers and decision-makers — a key step toward data literacy and trust.

As industries accelerate toward an AI-integrated future, this episode offers grounded, real-world insight into how leaders can adapt, stay curious, and lead through uncertainty.

About WageScape (formerly Greenwich.HR)
At WageScape, we believe leadership begins with clarity—and clarity comes from having the right data at your fingertips. We empower businesses to focus on what matters most: solving complex problems, leading with vision, and creating impact—while we provide the most comprehensive, real-time labor market data to fuel those decisions.

As CEO, my role is centered on building deep, values-driven partnerships with our clients—relationships rooted in trust, transparency, and a shared commitment to innovation. I bring over 35 years of leadership experience across engineering, the military, consulting, and operations, all focused on tackling big challenges and driving sustainable growth. Our team at WageScape is united by a mission: helping organizations make smarter, faster decisions in an $80 trillion global economy.

What Sets WageScape Apart:✅ Trusted by Global Leaders
We’re proud to serve some of the most respected organizations in the world—Walmart, Aon, Stanford University, Yahoo Finance—offering labor market insights that drive clarity, strategy, and results.

✅ We Don’t Just Provide Data—We Build Partnerships
Whether you're a consultant, enterprise tech firm, financial institution, or developer, we collaborate closely to help you achieve transformational outcomes.

✅ Global-Scale Intelligence, Real-Time Precision
Using patented AI, our datasets—updated continuously from 5.6 million hiring organizations in 210 countries—equip teams with the speed, scope, and scale to lead confidently.

✅ Powering Innovation and Market Readiness
Our data fuels everything from predictive market modeling to product innovation and workforce planning—unlocking trends before they hit, and enabling bold, informed decisions.

Impact That Speaks Volumes

🟢 Elite universities have leveraged our labor data to build financial trading models that consistently outperform the S&P 500 by over 5%.
🟢 A global consulting firm launched a brand-new product line—anchored in our insights—creating an entirely new revenue stream.
🟢 One of the world's largest media companies used our data to launch a high-impact product that drew 20,000 users and generated $25M in revenue.

We’re not just shaping the future of labor intelligence—we're partnering with those who are building it.

Connect with us: https://wagescape.com/

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Preventing Burnout Through EmbodimentIn this episode, I sit down with Julius, a leadership coach who knows firsthand what burnout feels like from his years in management consultancy. Julius shares how embodiment practices and organizational behavior can bridge the gap between what we know about burnout and what we actually do to prevent it. By tuning into body awareness and reconnecting with our physical vitality, leaders can develop practical ways to manage stress and protect their energy.

Understanding and Preventing BurnoutJulius and I opened up about our personal experiences with burnout, from sleepless nights and rising anxiety to withdrawing from activities that once brought joy. I emphasized the importance of digging into the deeper motivations that fuel burnout, while Julius outlined his approach using gestalt therapy and embodiment practices to restore balance and resilience in leaders.

Balancing Emotions in LeadershipJulius shared a story about coaching a leader to find the right balance between professional composure and authentic emotional expression. Rather than shutting down emotions, he helps leaders integrate them into healthier ways of working. I reflected on the historical challenges female leaders have faced and highlighted the urgent need for better leadership training that supports both emotional skills and professional growth.

Enhancing Leadership Through Practical SkillsWe both agreed that leadership demands more than theory. Universities often miss the mark by not equipping students with the life skills they will actually need in the workplace such as emotional regulation, communication, and professional behavior. Together, Julius and I explored how these skills could reshape both education and organizational success.

Self-Awareness in Leadership DevelopmentA key theme in our conversation was self-awareness. Julius and I discussed how clarity on personal values, needs, and goals drives more meaningful action and prevents burnout. I shared my own journey of recovery, where asking “why does this matter to me?” shifted everything. Julius emphasized that while organizations may fear the vulnerability that comes with self-exploration, the real risk lies in avoiding it altogether.

Self-Regulation and Organizational DevelopmentJulius introduced his 4A model which stands for awareness, attraction, action, and alignment. This practical framework supports self-regulation and leadership growth. I recalled my time at Daimler-Benz, where inviting outside perspectives into project debriefs expanded capacity and improved results without additional hiring. Both of us stressed that feedback and reflection are non-negotiable for personal and organizational growth.

The Value of Dialogue in LeadershipJulius highlighted dialogue as a cornerstone of healthy organizations, helping leaders and teams release pressure and broaden perspective. I agreed, noting that genuine communication tears down silos and prevents misunderstandings before they grow into bigger issues.

Embodied Leadership in ActionTo close, we explored Julius’s work on embodied leadership and how listeners can learn more. If you want to deepen your leadership through embodiment, you can connect with Julius through his website or LinkedIn.

Julius went from executive burnout in high-pressure tech environments to pioneering Embodied Leadership, a method that blends psychology, neuroscience, and somatic practices. As founder of the Alive School of Embodied Leadership & Transformation in Berlin, he helps leaders from startups to global enterprises sustain performance without burning out. A published author and Harvard Business Manager contributor, Julius shares practical “bodyhacks” and strategies to move from leadership frustration (Führungsfrust) to leadership joy (Führungslust). His approach offers listeners actionable tools to prevent burnout and thrive.

Connect with Julius Lassalle at: www.lassalle.berlinjulius@lassalle.berlinwww.alive.berlin book a free intro chat HERE

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In this inspiring episode of the Breakfast Leadership Show, host Michael D. Levitt sits down with Daniel McDavid, founder of Move Mountains Credit Repair, to discuss how faith, financial resilience, and ethical leadership can help people overcome credit challenges and step confidently into entrepreneurship.

Founded in 2024 in Southern California, Move Mountains Credit Repair was built on one clear mission — to empower Christian W2 workers and aspiring entrepreneurs to rebuild their credit, access funding, and form the financial foundation they need to achieve their dreams.

Daniel shares the story behind his company’s founding, the why that drives their mission, and how his team combines professional credit repair, LLC formation, and business funding readiness to help clients rise above past setbacks.

This conversation dives deep into how purpose-driven leadership transforms industries that often lack integrity — and how ethical credit restoration can become a vehicle for both personal and spiritual renewal.

🧭 Key Takeaways Why financial redemption starts with trust and transparency * How Move Mountains* helps clients prepare for $50K+ in business funding * The importance of care, community, and professionalism in financial services * Common misconceptions about credit repair — and what ethical firms actually do * How faith and integrity shape the company’s approach to every client interaction

🙌 About Move Mountains Credit RepairFounded by Daniel McDavid in 2024, Move Mountains Credit Repair helps Christian professionals and aspiring entrepreneurs break free from credit struggles and build lasting financial confidence.
Their services include:

• Legal removal of negative credit items
• Personalized coaching for better credit habits
• LLC formation support for business setup
• Credit monitoring and transparent updates
• Preparation for funding opportunities of $50K+

With a focus on care, trust, and integrity, Move Mountains has become a trusted name for those seeking honest guidance and real results.

🎧 Why This Episode MattersToo many people feel trapped by their financial past — but this episode proves it’s never too late to turn things around. If you’ve ever felt disqualified from opportunity because of credit challenges, Daniel’s story will remind you that faith, focus, and professional guidance can move mountains.

🔗 Connect with Move Mountains Credit Repairhttps://movemountainsfunding.com/strategybreakdown for a no obligation discussion to help you with your credit! Be sure to mention Breakfast Leadership during your call!

Instagram: https://www.instagram.com/danielmcdavid1/

🔗 Connect with Michael D. Levitt🌐 BreakfastLeadership.com
📚 Read Michael’s books:
Burnout Proof | Workplace Culture
🎧 Listen to more episodes on the Breakfast Leadership Show

🗣️ Call to ActionIf you’ve been held back by credit challenges, visit Move Mountains Credit Repair today and take the first step toward financial freedom. Be sure to Mention Breakfast Leadership during your call!

Because when faith meets action — you can truly move mountains.

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Leaders often believe they’re making the most of their time, but the reality is different. Hours slip away in meetings that don’t move the needle, endless follow-ups, and decision bottlenecks that stall progress. In this episode of the Breakfast Leadership Show, we break down where time gets lost and how the right mix of technology and culture can help leaders reclaim it.

You’ll learn:

• The most common ways leaders unknowingly waste time.
• How dashboards, automation, and streamlined systems reduce unnecessary follow-ups and delays.
• Why creating a time-respecting culture is as important as adopting new tools.
• Practical steps to cut wasted hours and boost team productivity.

The takeaway? Reclaiming time isn’t about doing more — it’s about doing less of what doesn’t matter, and focusing on what does. Tech helps you work smarter, but culture ensures those gains last.

Article: https://www.breakfastleadership.com/blog/why-leaders-waste-more-time-than-they-think-and-how-tech-fixes-it

Need help with your Workplace Culture? Find out More

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In this episode, Michael sits down with Kym to talk about how businesses can not only survive but thrive with artificial intelligence.

After her company lost 80% of its revenue due to executive orders, Kym led a bold pivot into AI. She shares how her team automated workflows, cut costs, and freed up resources to launch new ventures. Michael points out why this kind of hands-on experience sets her apart in guiding other organizations through AI transformation.

Why Strategy Matters
Did you know that 95% of AI implementations fail? Michael and Kym dig into the reasons why. Too many organizations jump in without understanding their current systems, creating more chaos instead of solutions. The two stress the importance of starting with an AI audit—identifying inefficiencies and revenue leaks—before ever choosing a tool.

AI and Organizational Insight
Michael and Kym highlight the gap between executive views and front-line experiences. By listening to employees who work closest to the systems, leaders can uncover real bottlenecks and opportunities. They argue that AI should enhance processes, not replace people, and that smart adaptation to current economic conditions matters more than long-term guesswork.

Addressing Employee Concerns
Kym addresses the fear of AI taking jobs. Instead, she frames AI as a companion—augmenting employees’ abilities and giving them space for creativity and productivity. Michael adds that when used wisely, AI helps businesses find new growth opportunities and sharpen their focus. Both stress the importance of thoughtful planning, privacy safeguards, and data responsibility.

Technology’s Broader Impact
The conversation also explores how innovations like predictive analytics are already woven into everyday life, from mortgages to personalized ads. Michael emphasizes using technology to increase efficiency and create meaningful work, while also recognizing the ongoing debates around privacy and data use.

Skills That Transfer
Kym also shares how her background in nursing shaped her approach to consulting, underscoring the power of transferable skills. She encourages listeners to examine their own roles, projects, and metrics for growth opportunities.

Michael closes by highlighting Kym’s expertise and her commitment to helping businesses and communities adapt to an AI-driven world.

About Kym Ali

Kym Ali is an award-winning Registered Nurse, dynamic speaker, and CEO of Kym Ali Consulting, a boutique firm specializing in leadership development, workplace wellness, coaching, and AI-driven solutions for modern leaders. With more than 20 years of nursing experience — including five years abroad helping launch Qatar’s first Women’s and Children’s Hospital — Kym brings a rare global perspective to building healthy, high-performing organizations.

Her expertise has been trusted by federal agencies, Fortune 500 companies, and global institutions like the Department of Health and Human Services, Pfizer, Stanford University, and Meta, where she has consistently earned client satisfaction ratings above 96 percent.

Recognized as a 2024 Enterprising Woman of the Year, recipient of a Maryland Governor Citation, and ranked among the Top 25 Speakers of 2023, Kym blends proven leadership strategies with AI innovation and wellness practices to help leaders prevent burnout, navigate uncertainty, and inspire engaged, motivated teams.

LinkedIn - https://www.linkedin.com/in/leadershiptransformer/

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Journey from Burnout to Transformation with Michael Shaw

In this episode of the Breakfast Leadership Show, I sat down with Michael Shaw, a mindset coach who knows firsthand what it’s like to climb the mountain of achievement, only to find emptiness at the summit. Michael’s story is one of relentless drive—building and selling fitness businesses, excelling in competitions, and constantly chasing that next big win. Yet behind the accolades lived an undercurrent of anxiety and the haunting belief of never being enough.

His breaking point came through emotional collapse, a moment that forced him to dismantle old belief systems and rebuild his life with clarity, resilience, and alignment.

Overcoming Unfulfillment in SuccessMichael and I unpack the paradox of high achievers who look successful on the outside but feel unfulfilled within. He shared the story of a businesswoman who overcame financial struggles to hit impressive revenue milestones, only to realize tenacity without alignment doesn’t guarantee joy. Burnout, as Michael reminds us, often stems from a misalignment between our actions, values, and identity. The cure isn’t just time off—it’s reconnecting with who we truly are.

Understanding and Addressing BurnoutWe also explored Michael’s personal encounter with burnout. Poor boundaries and unhealthy habits played a role, but the deeper issue was misalignment. Taking a vacation wasn’t enough—it took honest reflection on his motivations and alignment with his current goals. Michael emphasizes that recovery requires slowing down, seeking feedback from trusted advisors, and courageously reassessing one’s path.

Identity Transformation Through Mindset MasteryMichael introduced his Mindset Mastery Method, which revolves around five pillars: revisiting trauma, awareness, rewiring beliefs, alignment, and activation. At the heart of this method is alignment—living in congruence with one’s core values and chosen identity. He stressed the importance of crafting an “I AM Declaration,” a personal anchor that drives both growth and fulfillment.

Career Transition and Belief TransformationMichael also reflected on his own career shifts—from accounting to marketing—choosing creativity and joy over routine. Through coaching, he helps clients identify and release limiting beliefs that weigh them down, replacing them with empowering ones that fuel breakthroughs.

Leadership Alignment and Self-RealizationWe talked about leadership, self-doubt, and how misalignment trickles down into organizations. Michael cited T-Mobile’s success under Mike Sievert as an example of how self-realized leaders fuel thriving companies. When leaders shift from surviving to thriving, the entire culture benefits.

From Burnout to Aligned LeadershipMichael views burnout not as a failure but as a portal to transformation. He generously offered listeners two free resources: his Fear to Freedom Formula and a complimentary 60-minute Mastery Mindset Breakthrough Session. Listeners can DM him the word FREEDOM on Instagram to access these tools.

If you’re a high achiever running on empty or a leader carrying the weight of misalignment, this conversation will inspire you to step into clarity, alignment, and authentic growth.

Instagram: https://www.instagram.com/michaelshaw.mindset

This episode's partner is MRPeasy. Link to sign up: https://try.mrpeasy.com/rzhgcr9jcov5

The AI-powered MRP software for small manufacturersIdeal for companies with 10 - 200 employees

MRPeasy is a seriously powerful yet easy-to-use manufacturing software. It gives you everything you need to manage your manufacturing and distribution.

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Struggling with costs in your healthcare organization? Reach out to Michael. Click Here for more info

In this episode, we unpack key findings from Gartner’s Q4 2025 Report, revealing how adaptive leadership is redefining success in today’s volatile workplace. From the collapse of annual planning cycles to the rise of “strategy sprints” and AI-driven decision support, leaders are being challenged to stay agile without burning out their teams.

We share insights on:

• Why continuous adaptation now outperforms rigid long-term plans
• How AI can enhance, not replace, human judgment
• The role of psychological safety in resilient organizations
• Practical ways to embed adaptability into daily leadership

Discover how to lead with calm focus amid chaos — and why adaptive leadership is the essential skill for 2026 and beyond.

Read the full article: Adaptive Leadership in a Volatile World

More insights at BreakfastLeadership.com/blog

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A 2-minute guided mindfulness reset designed to help you pause, breathe, and reconnect with gratitude in the middle of your day. Narrated with a warm, calming voice and soft ambient background.

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Imagine an engineer who’s gone from writing code to building a venture-backed startup—now creating AI-powered tools tailored for fashion brands in New York. That’s Harish Chandramowli, Co-Founder of Flaire. His journey is a compelling example of the kind of leadership, innovation, and resilience we highlight on the Breakfast Leadership Show.

With a twelve-year engineering career at organizations like MongoDB, Bloomberg, and Johns Hopkins, Harish made the leap into entrepreneurship by co-founding Flaire—an ERP platform that fuses artificial intelligence with user-centered design for retail. What makes Harish’s story stand out is his ability to blend deep technical expertise with the gritty, hands-on realities of scaling a business.

Whether he’s designing smarter code-review workflows (like Greptile, which dramatically reduces dev feedback cycles) or jumping into client sales conversations, Harish brings a unique perspective. He’s learned firsthand how to build high-performing remote teams rooted in trust, and how small, strategic process bets can drive sustainable growth.

LinkedIn: https://www.linkedin.com/in/scharish/
Website: https://Flairesoftware.com

This episode's partner is MRPeasy. Link to sign up: https://try.mrpeasy.com/rzhgcr9jcov5

The AI-powered MRP software for small manufacturersIdeal for companies with 10 - 200 employees

MRPeasy is a seriously powerful yet easy-to-use manufacturing software. It gives you everything you need to manage your manufacturing and distribution.

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In this episode of the Breakfast Leadership Show, Michael sits down with Mike Goldman to challenge the status quo of performance management. Traditional reviews often disengage employees and hinder organizational progress. Instead, Mike shares why leaders must focus on people growth as the true driver of profit.

They dive into the concept of “high-performance math” — showing that investing in top performers yields the greatest returns. Too often, leaders spend energy on underperformers while high performers walk away due to toxic culture or poor management.

Mike also introduces his simple talent management framework, designed to replace outdated annual reviews with ongoing coaching, accountability, and development. His insights, drawn from his latest book, stress the importance of making tough calls, avoiding mediocrity, and building an environment where employees actually look forward to work.

A must-listen for leaders ready to transform how they grow and retain talent.

https://StrengthOfTalent.com

Podcast: https://podcasts.apple.com/us/podcast/the-better-leadership-team-show/id1670173291

Website: https://www.mike-goldman.com/

Instagram: https://www.instagram.com/mikegoldmancoach

LinkedIn: https://www.linkedin.com/in/mgoldman10/

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Active Listening in LeadershipMichael and Mick explored why active listening is at the core of great leadership. Rather than listening just to reply, they emphasized listening to truly understand — making people feel seen and valued. Mick shared a recent insight from the “experience revolution,” where 75% of client satisfaction is based on how people feel, not just on what gets done. Together, they highlighted how leaders can build stronger teams by asking questions like, “What are you proud of that we may not be recognizing?”

Loyalty Beyond Reason in HospitalityMichael reflected on his personal loyalty to certain hotels, often choosing them over more convenient options. He compared this to sports stadiums and entertainment venues that deliver unforgettable experiences, inspiring loyalty that defies logic. Mick expanded on this concept of “loyalty beyond reason,” sharing lessons from global stadium designers who helped shape experiences for the World Cup and Olympics.

Experiences Over Material PossessionsMichael shared how he and his wife prioritize experiences over material goods, recognizing that memories last far longer than products like appliances or smartphones. Experiences spark creativity, curiosity, and joy, and he explained how leaders who design meaningful client experiences not only enrich their work but also strengthen long-term relationships and outcomes.

Harmony in Work and LifeMick reframed the common idea of “work-life balance” into a broader vision of life integration. He encouraged leaders to step away from rigid linear thinking and embrace space for creativity and lateral ideas. With finite time, he advised finding mentors who offer honest feedback and guidance. Michael echoed these insights, noting that harmony — not balance — is what allows people to thrive personally and professionally.

Embracing Challenges for Personal GrowthThe conversation turned to resilience and growth under pressure. Michael stressed the importance of focusing on what can be controlled — mindset, habits, and health — while Mick used his “orange juice” analogy to illustrate that how we respond to challenges reveals our preparation. Both agreed that being challenged is vital to staying relevant and avoiding stagnation, especially when surrounded by people who care enough to push us forward.

Networking and Next StepsTo close, Michael and Mick discussed ways listeners can continue learning from Mick’s work through his Instagram, LinkedIn, and website. The conversation underscored how leadership rooted in listening, loyalty, and life integration can transform both personal growth and organizational success.

Website: https://www.2blimitless.com/

LinkedIn: https://www.linkedin.com/in/mick-todd-a887b313/

Instagram: https://www.instagram.com/2blimitless/?hl=en

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Supporting Underrepresented and Mission-Driven Entrepreneurs with Kate

On this episode of the Breakfast Leadership Show, I welcome Kate, a Silicon Valley CEO, coach, and venture capitalist. She has dedicated her career to supporting underrepresented and mission-driven founders who bring unique perspectives and innovative solutions to their communities.

We discuss the motivations that drive entrepreneurs in healthcare, AI, and climate tech, and how clarifying purpose is key to long-term impact. Kate also shares strategies for navigating toxic and fear-based leadership environments, offering a practical toolkit built from 30 years of experience. Together, we explore how leaders can resist hierarchical pressures, build resilience, and thrive without sacrificing values.

Kate’s new book, Unbreakable, will be released on October 28, and provides guidance for professionals facing toxic leadership cultures.

__________________________________________________

Kate (she/they) is a CEO coach, venture capitalist, and author based in Silicon Valley. She is dedicated to helping leaders unlock agency and navigate challenges with clarity, strategy, and hope. Through her work, she creates meaningful connections and empowers people, whether readers, clients, or peers, to move through difficult realities with resilience and grace.

Her expertise in fear-based leadership comes from her own lived experience and was sharpened through years in high-performance environments such as startups, private equity, management consulting, and big tech. Kate’s mission is to remind those facing bullies or fear-driven systems that they are not alone, and that their power runs deeper than they realize.

Kate works primarily with mission-driven, underrepresented startup CEOs who want to grow businesses that are not only profitable but also human-centered. Her writing, spanning nonfiction and comedy, equips people with the skills to thrive while inviting the world to feel more connected, warm, and authentically human.

Outside of her professional work, Kate expresses her creativity through writing music and comedy specials, exploring the Bay Area food culture, and spending time with her service dog, Annie.

website: https://www.katelowry.com/

New book: Unbreakable

Preorder links:* https://www.amazon.com/dp/B0FR1G981Y/ref=sr_1_2? * https://www.amazon.com/Unbreakable-Thrive-Under-Fear-Based-Leaders-ebook/dp/B0FQ71FW72/ref=sr_1_1

Social media links:. * https://www.instagram.com/kateunbreakablelowry/ * https://www.facebook.com/profile.php?id=61579366067469 * https://www.linkedin.com/in/katherinejlowry/

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Real Estate Investment StrategiesBronson discussed his journey to financial freedom through real estate investing, highlighting his transition from single-family homes to larger multifamily properties and other assets like oil and gas. He emphasized the importance of passive income and shared insights from his book "Fire Yourself," which provides a framework for investors to achieve financial independence. Michael agreed with Bronson's perspective, noting that real estate remains a stable investment due to the enduring need for housing, and they discussed the challenges and opportunities in various investment strategies.

Advantages of Multifamily Property InvestmentsMichael and Bronson discussed the advantages of investing in multifamily properties over single-family homes, highlighting the steady and predictable income stream they provide. They emphasized the importance of diversifying revenue streams to mitigate market risks and the need to consider the value of one's time when managing properties. Bronson noted that while some people enjoy the hands-on aspect of property management, others may prefer time freedom, and he stressed that no investment is truly passive.

Investment Education and MentorshipBronson and Michael discussed the importance of understanding investment risks and the value of having both mentors and peers in the investing community. Bronson emphasized the significance of educating oneself about investments and the benefits of joining mastermind groups to share experiences and learn from others' successes and failures. He also mentioned his book "Fire Yourself" as a guide for high net worth individuals looking to start investing.

Mindset for Self-Made WealthBronson discussed his upcoming book "Rich Brain," which explores how wealthy individuals change their mindset to achieve financial success, challenging the common belief that most wealth is inherited. He shared that 86% of millionaires are self-made and highlighted the importance of mindset and personal development in achieving wealth. Bronson also mentioned that he is rewriting the book to expand on the topic and plans to release it in 2025.

The conversation concluded with Bronson offering a free guide on his top investments for 2025, which listeners can access by texting "cash flow" to

Website: https://bronsonequity.com/home-bronson-equity/

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Unlocking Business Growth: Overcoming Common Obstacles," explores various challenges that can hinder a business's progress. It identifies self-doubt as a significant internal barrier for entrepreneurs, emphasizing the importance of confidence. The document also highlights the negative impact of outdated and inefficient processes, advocating for digitalization and operational audits to improve organization.

It stresses the necessity of innovation to differentiate products and services in the market and underscores the critical importance of meeting customer expectations and delivering on promises to maintain client loyalty.

Finally, the text points to a business's insignificance or lack of relevance as a potential growth impediment, suggesting a renewed focus on passion and market differentiation.

Link to source: What's Holding Your Business Back?

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In this episode, we explore a surprising but powerful signal of workplace burnout: the 8.9% surge in energy drink consumption. While many view this as just another consumer trend, the data reveals something deeper: employees are increasingly turning to stimulants to combat chronic fatigue, mounting stress, and relentless workloads.

We unpack how this reliance on quick energy fixes creates a dangerous cycle. Energy drinks may mask exhaustion in the short term, but they erode long-term health, disrupt sleep, and prevent recovery. Instead of addressing the systemic roots of burnout, organizations risk normalizing a culture where artificial energy becomes a substitute for balance and rest.

The conversation calls on leaders to look beyond the symptom: rising energy drink use, and confront the causes: poor work design, excessive demands, and lack of recovery time. True prevention lies in redesigning work for sustainability, fostering a culture that prioritizes rest, and supporting employee mental health. By doing so, we can break the cycle and reduce the need for artificial boosts.

Get help to address your burnout: https://FreeFromBurnout.com

Do you work in a toxic workplace? Find out how to change that: https://Community.BreakfastLeadership.com

Source article: https://www.breakfastleadership.com/blog/when-energy-drinks-spike-by-89-what-it-truly-reflects-about-burnout-in-our-workforce

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In this powerful conversation, Michael and Eva dig into the growing crisis of leadership burnout, fueled by pandemic pressures and economic uncertainty. Eva shares alarming trends in burnout rates among leaders, while Michael outlines how to set teams up for success and tackle the real causes behind the exhaustion. Together, they explore why protecting your energy and prioritizing well-being isn’t a luxury — it’s a leadership essential.

Healing at the Root – Beyond Quick Fixes
Eva’s personal journey of overcoming chronic illness sparks a discussion on why surface-level solutions like medication and supplements aren’t enough. Michael emphasizes that true recovery often requires pairing medical approaches with deep therapeutic work. They break down how factors like stress, mineral imbalances, and hidden lifestyle triggers can impact long-term health — and why addressing the root cause is the only sustainable path forward.

The Whole Picture: Body, Mind, and Spirit
This episode goes deeper than typical health advice. Michael and Eva stress the importance of a truly holistic approach — one that embraces physical health, emotional resilience, and spiritual connection. From the often-overlooked metaphysical side of wellness to tools like the Akashic Records for self-discovery, they share how self-awareness can become your best defense against stress and anxiety.

Simple Steps to Personal Growth
Growth doesn’t have to be overwhelming. Michael and Eva share strategies that start small but make a big impact — from conducting a life inventory to eliminating energy drains. They discuss the power of curiosity, the importance of daily habits, and why having the right guide can keep you focused and moving forward.

Discover Your Energy Blueprint
Eva invites listeners to explore her work at The Elevate Institute, where they can take the Essential Energy Quotient test and learn more about her retreats and resources for total well-being.

Eva Vennari is the founder and CEO of The Elevate Institute, a cutting-edge True Holistic Health practitioner firm specializing in empowering over-burdened adults to take charge of their body, their decisions and their energy. She is the Creator of REVEAL Optimal Health Program designed to restore the physical body. She is the Creator of RESTORE Spiritual Sessions that return your spiritual body to Sovereignty. And she is the Creator of Essential Love Experience, which focuses on mastering self-love vs self-sacrifice. Through science and common-sense habit changes, one can create shifts for a higher quality of life that far outlast the time invested.

She is on a mission to dismantle the status quo of the sickness industry along every facet of the spectrum. Often what we call normal is just common. Having spent most of her adult life suffering from over 30 physical, emotional and spiritual symptoms and fighting for her sanity she decided to take matters into her own hands. That’s when everything shifted and Eva found the key to unlocking an authentic healing journey.

Eva now educates worldwide on how over-burdened and stuck adults can exit the endless grind and take charge of their well-being to thrive in their lives.

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Guest: Will Linssen – Triple Win Leadership in Action

In this episode of the Breakfast Leadership Show, we sit down with Will Linssen, a globally recognized leadership coach and the #1 Amazon bestselling author of Triple Win Leadership Coaching. Will’s approach has empowered over 100,000 leaders at world-renowned organizations including LinkedIn, Coca-Cola, Mercedes-Benz, Saudi Aramco, and Samsung.

As the creator of the Triple Win Leadership Coaching framework, Will delivers one of the most results-driven methodologies in the industry — boasting a 95% success rate in improving leadership effectiveness, boosting team engagement, and driving measurable business performance.

We dig deep into how Will helped a struggling multinational FMCG company increase profit per employee by 80% and reduce overhead by 30% — all without layoffs or restructuring. Instead, the transformation came by reshaping how leaders connect, trust, and engage with their people.

In this conversation, we explore:* Why many CEOs outgrow the leadership styles that once made them successful * The shift from founder-led to system-led leadership, and how to let go without losing control * What 100,000+ leaders reveal about sustainable performance change * The emotional side of AI adoption that organizations overlook * How trust becomes the new leadership operating system for high-impact teams

Will also serves as an advisor to Harvard Business Review, is a LinkedIn Top Voice, and continues to shape the future of leadership with his latest #1 Amazon New Release: Triple Win Leadership Coaching.

🔗 Learn more about Will: Triple Win Leadership Coaching on Amazon
🎧 Catch more episodes: https://BreakfastLeadership.com/blog

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In this episode, Bill and Michael unpack the “Last 8%” of conversations — the toughest parts we often avoid but that carry the most impact. They explore how leaders can build cultures of high connection and high courage, share personal stories from healthcare and startup leadership, and offer strategies for handling tough truths, hiring challenges, and team performance.

Bill Benjamin, a global keynote speaker who blends practicality with science in his approach to leadership. With degrees in Mathematics and Computer Science, Bill uses brain-science to help people master emotional intelligence, perform under pressure, and build what he calls a high-performance “Last 8%” culture.

Audiences appreciate his high energy and engaging style, whether he is speaking to surgeons, the U.S. Marines, NASA engineers, or executives at Amazon, Intel, and Goldman Sachs. Bill does not just share theory. He is open about the struggles he faced early in his career and how applying the strategies he now teaches made him a stronger leader, husband, and father.

He is funny, relatable, and committed to understanding the real challenges organizations face, weaving those directly into his sessions. That is why top organizations from the Mayo Clinic to NASA trust him when performance and leadership matter most.

HBR Article: https://hbr.org/2025/09/the-secret-to-building-a-high-performing-team

Website: https://ihhp.com/

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In this heartfelt and thought-provoking episode, I sat down with Kenny, a leadership and scaling coach whose life story is as inspiring as his professional insights. What started as a personal journey rooted in his adoption experience—and sparked by his 7-year-old son's curiosity—has grown into a mission of love and impact. Kenny and his wife have fostered 18 children and adopted two, creating a home rooted in compassion, resilience, and intentional support. Even during a temporary pause due to his wife’s health, their commitment to fostering remains unwavering. Kenny draws powerful parallels between parenting and leadership, underscoring how creating emotionally safe spaces at home aligns deeply with creating thriving cultures in business.

The Power of Frontline Innovation

We explored the importance of amplifying voices from every level of an organization, not just the C-suite. I emphasized how game-changing ideas often come from those closest to the work. By encouraging team-wide input and running trial initiatives, organizations can unlock innovation and prevent talent loss to entrepreneurship. Kenny echoed this, highlighting the importance of shared decision-making in keeping a company culture agile and engaging.

Turnover, Claims, and Culture

Employee turnover is costly—not just in productivity but also in well-being. Kenny and I discussed the direct connection between poor leadership and rising mental health claims, which have surged by 72% over the last two years. The culprit? Often, it’s a lack of training and support for people managers. We unpacked the real-world impact of poor management and how it contributes to disengagement, burnout, and leave-of-absence claims. The fix? Equip leaders early. Invest in training. Create human-centered workplaces.

Frameworks Aren’t One-Size-Fits-All

Kenny shared his perspective on adapting leadership frameworks to fit the unique DNA of each organization. Drawing a culinary analogy, he explained that understanding your ingredients—your people, culture, and constraints—is essential before applying a recipe. We agreed: effective leadership requires flexibility, not rigidity. Kenny cautioned against “framework addiction,” a trap where leaders over-rely on cookie-cutter solutions, and instead promoted a problem-first mindset that focuses on results, not just tools.

Lead to Scale: A Blueprint for Growth

Kenny walked us through his Lead to Scale leadership model—a framework that begins with leading oneself, expands to developing teams, and culminates in scaling entire organizations. At its core are three pillars: awareness, alignment, and accountability. He shared how this model helped a client grow revenue and expand geographically, proving that these principles transcend industries and stages of growth. Notably, Kenny highlighted the 10-year leadership development gap, where many managers are promoted long before receiving any formal leadership training.

Leadership Is a Journey, Not a Title

We closed our conversation reflecting on the long game of leadership: growth, mentorship, and the need for constant self-awareness. We acknowledged the sobering truth that many businesses fail not because of a lack of vision, but because of poor planning and an underdeveloped leadership infrastructure. Kenny also gave us a sneak peek into his podcast, How Leaders Think, which is nearing its 100th episode—a testament to his dedication to empowering leaders at every level.

🎧 Listen in if you’re ready to:
✔️ Lead from the inside out
✔️ Build emotionally intelligent organizations
✔️ Prevent burnout through intentional leadership
✔️ Foster innovation from every level of your team

website: https://kennylange.com

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Vivian’s Sales Success JourneyFrom Brazil to Miami, Vivian’s story is nothing short of transformational. After facing the collapse of a business investment and a divorce, she pivoted into sales—and within six months, she was earning $150,000. In less than a year, her team was generating over $1 million a month. Today, she leads multiple organizations valued at over $100 million and teaches influence and sales mastery through her program, Influence OS. I was inspired by her resilience and entrepreneurial spirit, especially in how she turned challenges into a system that redefines how sales is done.

Breaking Through Personal Sales CeilingsVivian shared that becoming an elite salesperson wasn’t about working harder—it was about shifting psychology, mindset, rituals, and identity. Along her journey, she built over 20 companies designed to support her broader ecosystem. Central to her approach is her CROWN Framework: Clarity, Relationships, Ownership, Wealth, and Neuroscience. It’s a roadmap for breaking personal ceilings and training ourselves to embrace growth.

Sales Influence and Organizational ClarityWe discussed the idea that everyone is in sales, whether in business or in life. Vivian highlighted the difference between selling with presence versus selling with pressure. I connected with her point on clarity—how it’s essential for growth and adaptability in any organization. I also emphasized that discipline, more than motivation, drives long-term success, something Vivian models so well.

Authentic Sales IntuitionVivian explained how listening to her intuition transformed the way she evaluates opportunities. Early in her high-ticket sales career, she was taught manipulative tactics, but she chose to trust her instincts instead. By aligning her approach with authenticity and values, she built a more ethical—and more successful—path in the sales world.

Mastering Influence and AdaptationInfluence, as Vivian described, is a superpower. By reading body language and physiology, she can assess opportunities and people in seconds. I also admired her journey of learning English and adapting to a new culture—proving that resilience and curiosity are just as vital as business strategy.

Gratitude and Life DirectionWhat stood out most to me was Vivian’s commitment to gratitude and perspective. From climbing 14 flights of stairs daily to practicing meditation and journaling each morning, she grounds her success in conscious choices. She shared that material wealth didn’t bring the happiness she expected, but gratitude and clarity about life direction did.

Final TakeawayOur conversation was as energizing as it was insightful. Vivian’s story is a testament to grit, resilience, and the power of influence done right. You can learn more about her work at vivianWeyll.com

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Philip’s Business Journey and Nashville InsightsIn this episode, I sit down with Philip, an entrepreneur with an impressive track record of founding or leading 10 businesses across commercial printing and real estate. With a 4-4-2 record of wins, losses, and draws, Philip embodies the resilience every leader needs. Today, he’s the semi-retired CEO of Benchmark Realty, the largest real estate brokerage in Tennessee. Philip shares candid insights on Nashville’s explosive growth, its infrastructure challenges, and what the city needs to thrive in the years ahead.

Failure as a TeacherPhilip and I explore why failure should never be the final word, but rather a stepping stone. Drawing from his military background, Philip explains how mastering the mundane and making incremental improvements create lasting success. We both agreed that resilience is not about avoiding challenges, but embracing them as learning opportunities that sharpen your leadership and strengthen your business.

Growth Through AdversityWe dive deep into why true business growth rarely happens during comfort and ease. Philip and I shared stories of entrepreneurs who found creative ways to market themselves, including a startup cleaning business that used electrical tape as signage. These scrappy beginnings sparked a broader conversation about how society often fails to encourage entrepreneurs. Our conclusion: leaders must balance critical thinking with encouragement, because innovation thrives where support exists.

Stepping Outside the Comfort ZonePhilip offered a powerful reminder: success lives outside our comfort zones. He compared critics to chickens pecking at those who dare to stand out, urging us to see criticism as a sign we’re on the right path. He stressed that money is not the end goal, but rather the measure of how much value and service we bring to others. True business and life success, he explained, is rooted in serving people first.

Legacy and Lessons for the Next GenerationOur conversation closed on a reflective note. Philip shared why he dedicated two years to writing his book—a legacy project to pass down four decades of hard-earned wisdom to future generations. He wants millennials, in particular, to access the kind of business education he wished he had early in life. While he admits the book was never about profit, it’s about equipping others to sidestep avoidable mistakes and find their own success path. For those interested, Philip’s book and insights are available at phillipcantrell.com.

Failing My Way to Success
Lessons From 42 Years of Winning (and Losing) in Business

Book Description :Success doesn’t follow a straight line—and failure isn't the enemy.

In Failing My Way to Success, veteran entrepreneur Phillip Cantrell shares a candid, no-fluff account of 42 years navigating the real-world highs and lows of business leadership. From building startups to scaling multimillion-dollar enterprises, Cantrell’s journey is a testament to the fact that failure, when embraced with clarity and courage, can become a strategic advantage.

With a personal record of 4 wins, 4 losses, and 2 ties across ten companies, Cantrell breaks down the often-unspoken truth: you don’t need an Ivy League degree, perfect timing, or a flawless resume to win in business. What you do need is grit, focus, and a relentless commitment to self-awareness and improvement.

Through stories both humbling and empowering, Failing My Way to Success delivers real-world insights on:

• Developing a resilient, high-performance mindset
• Building systems that scale sustainably
• Leading with integrity and emotional intelligence
• Learning from your missteps without letting them define you

This is more than a business book. It’s a leadership manual for anyone who’s been knocked down—and is ready to get back up stronger.

Whether you’re leading a team, launching a startup, or reinventing your career, this book is your reminder that setbacks are setups for the future you’re building.

Author Bio:Phillip Cantrell is a tenacious entrepreneur and thought leader who knows firsthand that resilience is the cornerstone of success. As founder and CEO of Benchmark Realty, LLC, he’s led one of the Southeast’s most respected real estate brokerages, with offices across Tennessee, Kentucky, and Alabama.

In 2025, Phillip was named one of the 200 most influential people in real estate by the Swanepoel Power 200—a recognition earned through decades of leadership, innovation, and principled growth. He currently serves as Executive Vice President of Strategy for United Real Estate, where he helps guide a national team of over 25,000 agents and $35 billion in annual revenue.

Beyond titles and metrics, Phillip is a mentor at heart. He believes success is built on values, not vanity metrics—and he’s committed to sharing the lessons, losses, and breakthroughs that have shaped his career.

A proud alumnus of the Haslam College of Business at the University of Tennessee, Phillip lives in Tennessee with his wife Amanda. Together, they continue to invest in people, community, and a legacy of courageous leadership.

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We discuss Michael's book Workplace Culture, and discuss contemporary organizations are facing a "culture shortage," not merely a "labor shortage." The source emphasizes that talent retention and attraction hinge on cultivating a positive workplace environment rather than solely relying on financial incentives.

It outlines five essential strategies for leaders to adopt, including fostering trust and psychological safety, embracing workplace flexibility, prioritizing mental health and preventing burnout, investing in employee growth and career mobility, and implementing personalized recognition. Ultimately, the piece asserts that businesses prioritizing a strong culture will be the ones to thrive in the evolving landscape of work.

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Leadership Through Engaging QuestionsGary B. Cohen shared his career journey, starting with growing ACI Telecentrics from two people and $4,000 to 2,200 employees and taking it public, achieving 50% compounded annual growth for the first 10 years. He then transitioned to writing a book on leadership and coaching, emphasizing the importance of asking questions rather than telling to engage employees. Gary highlighted that leaders need to shift from being tellers to askers, changing their identity to foster engagement, and he now focuses on coaching, which he believes is more crucial than ever in today's workplace.

Transforming Healthcare Through Employee EngagementMichael shared his experience transforming a healthcare organization with a high turnover rate by listening to employees and implementing their suggestions without conditions. He reduced the turnover rate from 86% to 6% in one year by asking questions, showing genuine interest, and creating an environment where employees felt valued. Gary noted that this approach aligns with coaching principles, emphasizing the importance of moving from a position of knowing all the answers to one of curiosity and open-mindedness.

Transforming Toxic to Collaborative WorkplacesMichael shared his experience transforming a toxic work environment into a collaborative one, highlighting how addressing underlying issues and empowering staff led to significant improvements. He emphasized the importance of creating environments where individuals have both authority and accountability, and noted that the same people can maintain positive change even after organizational transformations. Gary mentioned his passion for writing a second book with Robert Dora, focusing on digital manufacturing.

Balancing Permission and Employee AutonomyGary discussed the concept of employees feeling "on the hook" in a positive way, contrasting it with the negative connotation often associated with the term. He emphasized the importance of balancing permission-giving and permission-seeking between leaders and employees, noting that excessive permission-giving can disengage employees and reduce their sense of ownership over their work. Gary and Michael explored how guardrails, such as job descriptions and budget allocations, can provide structure without stifling creativity or initiative. They agreed that leaders should help employees recognize these boundaries while encouraging autonomy and accountability.

Empowering Mental Health WorkersMichael shared his experience with empowering mental health workers to develop new programming, which resulted in a successful poster presentation at a conference. He emphasized the importance of employee ownership and engagement, as well as the value of celebrating project outcomes rather than focusing solely on ideas. Michael also discussed his approach to leadership, including his practice of asking questions to maintain a state of wonder and curiosity, and the importance of active listening.

Peak Leadership Question-Asking StylesGary discussed a tool called Peak Leadership, which identifies four question-asking styles based on two dimensions: perspective/evaluation and knowledge/action. He explained that most people only use one of these styles, limiting their questioning to 25% of the available options, but the model shows that individuals can develop and expand beyond their natural style.

Covey Assessment Tool IntroductionGary discussed his company's decision to offer a free 7-minute assessment tool based on Stephen Covey's 360-degree quadrant model, which helps individuals and organizations ask better questions and improve their performance. Michael encouraged listeners to take advantage of the tool, emphasizing its value for organizations of all sizes.

Website: https://co2coaching.com

Book: Just Ask Leadership: Why Great Managers Always Ask the Right Questions

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In this deep dive conversation, we discuss highlights from Michael's pinnacle book, Burnout Proof.

Learn more at https://BreakfastLeadership.com

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The Global Mental Health Crisis – A Call for Urgent ActionEpisode Summary
In this episode of the Breakfast Leadership Show, we dive into the staggering findings from the World Health Organization’s latest report revealing that over one billion people worldwide are living with mental health conditions. The data paints a sobering picture of the economic and social toll of untreated mental illness, including lost productivity, rising healthcare costs, and alarming inequities between high and low-income countries.

We explore why mental health is more than just a healthcare issue — it’s a fundamental human right and a strategic imperative for leaders and organizations everywhere. The conversation connects global statistics to the workplace, emphasizing that mental well-being is essential for organizational success, employee retention, and sustainable growth.

You’ll also hear practical strategies for leaders to take immediate steps in supporting mental health within their companies, from fostering a culture of openness to investing in accessible resources and support systems.

What You’ll Learn in This Episode

• Why over one billion people are affected by mental health conditions worldwide — and what this means for all of us.
• The economic consequences of poor mental health, including its impact on productivity and organizational outcomes.
• The widening gap in access to care between high and low-income nations, and why this disparity must be addressed.
• How leaders can make mental well-being a central part of workplace culture.
• Actionable steps organizations can take now to invest in employee mental health and avoid greater long-term costs.

Why This Matters
Mental health is no longer a topic we can afford to sideline. It’s a human rights issue that directly influences organizational resilience, performance, and innovation. The cost of inaction is far greater than the cost of investment.

Resources and Links

• Read the full WHO report: WHO – Over a billion people living with mental health conditions
• Breakfast Leadership Blog article: Over One Billion Minds in Crisis: Why We Must Scale Mental Health Services—Now

• Books by Michael D. Levitt:

  • Burnout Proof
  • Workplace Culture
  • Toxic Workplace Help Community (get Workplace Culture book for just $7!)
  • Burnout Help Community (get Burnout Proof book for just $7!)

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This Deep Dive episode presents a "Three-Bucket Money Plan" designed to reduce financial stress and increase control through simplicity. The core idea involves assigning every dollar a specific purpose, dividing income into three categories: Save, Spend, and Grow.

The "Save" bucket acts as a safety net for emergencies and short-term goals, "Spend" covers daily needs and wants, and "Grow" focuses on long-term wealth building through investing. The plan emphasizes automation and consistent habits, suggesting a 50/30/20 split as a starting point and encouraging adjustments to fit individual circumstances, ultimately aiming for steady financial progress over perfection.

Read the full article: https://www.breakfastleadership.com/blog/save-it-spend-it-grow-it-a-no-drama-money-plan

Join our workplace culture community: https://Community.BreakfastLeadership.com

Want to beat BURNOUT? Pick up Burnout Proof today!

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In this empowering episode of the Breakfast Leadership Show, Michael D. Levitt sits down with Robert Howard, a resilient entrepreneur whose story is a testament to grit, growth, and intentional transformation. From growing up in housing projects to becoming a successful real estate investor, Robert’s journey is one of turning setbacks into stepping stones.

🎙️ From Rock Bottom to Real Estate
Robert opens up about his humble beginnings and academic challenges, including flunking out of college, which led him to a career in car sales. Despite the high-pressure, commission-driven world of auto dealerships, he never stopped searching for a path with more freedom. While working full-time as a general sales manager, he began building his real estate wholesaling business, driven by the belief that time is the new currency.

🚘 Navigating Car Sales Through a Crisis
Michael and Robert reflect on the chaos of selling cars during the pandemic—a time when dealership lots were empty and uncertainty was the only constant. With Michael’s own family history tied to GM, this part of the conversation reveals the toll such careers can take on mental health, family life, and one’s sense of purpose. They both underscore the need to realign your work with your values as life priorities evolve.

💼 From Burnout to Balance
Robert shares how he went from burnout in the auto industry to creating time freedom and financial stability through real estate. His turning point? Investing nearly $50,000 into mentorship and real estate education before finally landing a profitable deal. That one success changed everything, giving him the confidence to walk away from his day job and spend more meaningful time with his family.

🧠 The Entrepreneurial Mindset
This episode dives deep into the mindset shifts required for entrepreneurship. Robert and Michael discuss the emotional rollercoaster of leaving a steady paycheck to follow your dreams. They speak candidly about the internal battles—like negative self-talk and fear of failure—that can derail your progress unless you intentionally choose to believe in what's possible instead of what could go wrong.

🚀 Taking the Leap: Risk vs. Reward
Michael reflects on his own career leap from accounting to leadership consulting, emphasizing that all innovation comes from those willing to take a risk. Real estate, as they both agree, isn’t just a business—it's foundational to life. Robert begins to share the blueprint of how he exited a 20-year career in auto sales to become a full-time investor, offering valuable insights to those contemplating a similar transition.

🎁 Exclusive Wholesaling Resource
Robert is generously offering a free educational resource for those ready to explore real estate wholesaling. Simply DM message the word “Jump” to his Facebook inbox to receive his proven property contract script, video tutorials, and a behind-the-scenes look at how wholesaling really works.

Key Takeaway: Whether you're stuck in a career that no longer aligns with your values or you're looking to reclaim control of your time, this conversation is your reminder that it's never too late to rewrite your story—with resilience, clarity, and a little bit of risk.

🎧 Tune in now and learn how to bet on yourself—and win.

Facebook: https://www.facebook.com/robert.howard.3150

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🔥 Episode Overview:In this high-impact episode of the Breakfast Leadership Show, I sit down with John Little, Founder and CEO of Winner’s Edge Coaching, to explore the messy middle of leadership transitions—and how confidence, culture, and courage can make or break your leadership team.

With over 25 years of executive coaching experience, John unpacks what it really takes to thrive as a new leader, why micromanagement is often a mask for fear, and how organizations are hemorrhaging talent because they fail to support leaders at critical growth moments.

This one’s for executives, HR professionals, and anyone ready to elevate from tactical to strategic leadership. If you’ve ever felt like an imposter in your own role or seen potential get stuck in the pipeline, you’ll want to hit play on this episode.

🧠 Key Takeaways: The Mindset Shift from Manager to Director: John explains why being a top individual contributor doesn’t automatically translate to leadership success—and how to “elevate your eyes” to think more strategically. * Micromanagement as a Red Flag: We dive into how fear-based leadership behaviors stem from a lack of onboarding and imposter syndrome, not incompetence. * Why So Many New Leaders Struggle: Without proper training or internal support systems, even your best employees can flounder when promoted—and unintentionally create toxic work environments. * The Real Cost of Avoiding Leadership Development: From disengagement to legal risk, John shares the downstream impact of underdeveloped managers on your organization's culture and bottom line. * "Get to" vs. "Have to" Work Culture: Learn how some companies inspire loyalty so strong that employees chose to keep working* during the pandemic—even when they could have earned more staying home. * Generational Differences in Leadership Motivation: Why leaders must adapt to evolving expectations from Gen Z and Gen Alpha, and how listening builds trust that money simply can’t buy. * The #1 Job of a Leader? Developing others. If you’re not actively helping your team grow into their next role, you’re not just missing an opportunity—you’re the bottleneck.

💬 Memorable Quotes:“If you don’t trust your people to do the work, either coach them up—or let them go. But don’t micromanage them into the ground.” – Michael D. Levitt

“Leadership isn’t about doing the work. It’s about creating environments where others can do their best work.” – John Little

“Confidence and courage are what separate great leaders from accidental managers.” – John Little

“Organizations are bleeding talent, and it’s not because people don’t want to work—it’s because they’re not being led well.” – Michael D. Levitt

📌 Resources & Links:* Connect with John on LinkedIn: linkedin.com/in/bigjohnlittle * Take John’s Leadership Confidence Assessment: hrlci.scoreapp.com

📚 Related episodes and tools mentioned:

• Creating Psychological Safety with Amy Edmondson
• Burnout Proof: How To Establish Boundaries To Avoid The Stress Of Leadership
• Workplace Culture: Creating Environments Where People Want to Stay

✅ Action Steps for Listeners:1. If you're a director or new leader – Audit your mindset. Are you still thinking like a doer instead of a leader? 2. HR leaders – Rethink your onboarding and internal leadership dev. Are you unintentionally setting up new managers to fail? 3. Executives – Invest in your people. Developing your leaders is not a cost—it’s your greatest ROI.

🎧 Like what you heard?
Subscribe, leave a 5-star review, and share this episode with someone who’s navigating leadership growing pains.

📩 For speaking inquiries, burnout-proof culture training, or coaching: BreakfastLeadership.com

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Adapting to Challenging Times
In this insightful episode, Damon and Michael dive into how leaders and professionals can stay grounded and proactive during uncertain times. Damon previews an upcoming solo episode focused on managing adversity without falling into panic. Together, they analyze current trends in the job market, especially how compensation changes and layoffs are prompting many professionals to reconsider their career paths. They explore the power of continuous learning, the urgency of adaptability in today’s fast-paced environment, and how leaders can build resilient, high-performing teams—even in tough seasons.

From Athlete to EdTech Entrepreneur
Damon Lembi shares his remarkable journey from being drafted by the Atlanta Braves to becoming the CEO of Learnit. After stepping away from professional sports, Damon started humbly as a receptionist at his family’s company—proving that reinvention often starts with humility. His story underscores how the discipline and mindset from athletics can translate into entrepreneurial success. With Learnit now having upskilled over 2 million professionals, Damon reminds us that our past experiences are powerful assets in building the future we want.

Dot-Com Boom Recollections
Michael and Damon reflect on their experiences during the whirlwind of the dot-com era. Damon candidly discusses his unexpected rise to CEO after stepping in for a misaligned leader, while Michael shares stories from his time at comScore during both its meteoric rise and sudden market correction. Both offer behind-the-scenes insights into the volatile recruitment landscape of that time—when job changes were rapid, and stability was a rare commodity. It’s a candid look at lessons learned from fast-paced growth and sudden market pivots.

Marketing Strategy During Economic Downturns
Should marketing budgets be cut in a downturn? Michael and Damon say absolutely not. They explore why companies that maintain or even increase their marketing efforts during lean times often emerge stronger and more visible. Damon also revisits his personal shift from a baseball career to the business world, offering a real-world example of how unexpected changes can spark new opportunities for personal and professional growth.

Thriving in Economic Downturns
Damon outlines his bold, counterintuitive playbook for thriving during economic turbulence—what he calls “possibility spotting.” From hiring top talent during recessions to acquiring competitors when others were retreating, he shares how Learnit stayed ahead while others hesitated. Damon emphasizes making smart, calculated bets—especially in areas like sales, product development, and marketing. His message is clear: Growth is possible, even when the world slows down.

Adapting to Challenges in Business
Using the metaphor of baseball trade deadlines, Michael and Damon explore the importance of recognizing opportunities in adversity. Michael emphasizes the need for strategic risk-taking and growth, while Damon reflects on his own business pivots—from overexpansion in 2000 to course correction in 2009. Their discussion reinforces a powerful message: long-term success requires a mix of perseverance, self-awareness, and the courage to evolve.

AI for Small Business Advancement
Damon and Michael explore how AI is becoming a game-changer for small businesses. Damon highlights how AI tools are now accessible for companies like Learnit, enabling them to streamline customer service, enhance marketing efforts, and even handle legal functions. Michael compares leveraging AI to fishing—reeling in customers through smarter, faster engagement. They agree: whether you're a startup or a legacy business, embracing AI is essential for growth and agility in today’s landscape.

The Learn It All Leader
Damon opens up about his latest book, The Learn It All Leader, which draws from his time with Hall of Fame coaches, his leadership journey in business, and his desire to pass on lasting wisdom to the next generation. He shares compelling stories about leadership wins and missteps, offering practical takeaways for those looking to lead with purpose. Damon also invites listeners to his podcast, The Learn It All Podcast, and extends a generous offer—a free class on essential skills like emotional intelligence or conflict resolution for those who connect with him on LinkedIn.

For nearly three decades, I've led Learnit, a global training company. In that time, we’ve upskilled over 1.8 million individuals in the workplace. Through this journey, I’ve gained insights into what helps organizations grow, how great leaders learn, and why learn-it-all companies outpace their competitors every time.

Coming to business from a career in baseball, I bring an athlete’s perspective on leadership and training to my informal mentoring of executives. I've distilled those hard-won insights into my bestselling book, The Learn-It-All Leader—Mindset, Traits, and Tools and keynotes on leadership, entrepreneurship, and life-long learning.

Website: https://www.thelearnitallleader.com/

LinkedIn: https://www.linkedin.com/in/damonlembi/

When you reach out to Damon, mention you heard his interview on the Breakfast Leadership Show, and he will give you a free course (Thank you, Damon!)

Shout out to https://tasteofrome.co/

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In this episode, I sit down with Donzel, whose journey takes us from the sun-soaked streets of Key West, Florida, to the locker rooms of Purdue University, and on through a 30-year corporate career leading international teams. We explore why he traded palm trees for the Midwest — a decision shaped by family ties, academic ambition, and the guiding hand of a high school coach with deep Purdue connections. Donzel shares how growing up surrounded by diverse cultures in Key West prepared him to lead in a complex, global world.

Leadership That Meets You Where You Are
Donzel tells a powerful story of nearly quitting his high school football team — and how Coach Freeman’s flexible, heart-led leadership kept him in the game. That moment taught him the value of humility, accessibility, and investing in people. We talk about how those same qualities can transform workplaces, teams, and even entire communities.

Making Your Destiny Happen
Donzel’s new book, Make Your Destiny Happen, began as a life plan he created in his twenties. Six months of writing turned into four years of editing, as he distilled decades of leadership experience from across the globe into a guide for others. His philosophy? Leadership done well creates ripples far beyond the office walls.

Mentors in Unexpected Places
From his great grandmother to a janitor who quietly shared investment wisdom, Donzel’s life is a testament to finding mentors everywhere. We swap stories about the surprising people who’ve shaped our own journeys and how wisdom often shows up in the least expected ways. His book offers readers a roadmap to building a balanced life — one that honors both ambition and well-being.

The Art and Grind of Creating
We compare content creation to staging a Broadway production — the endless rewrites, the fine-tuning, and the moment you know it’s ready. Donzel’s hope is that his book will spark change and possibility for readers, and I couldn’t agree more. Strong leadership is needed now more than ever, and his message delivers.

Empowering Through Positive Change
Donzel believes in leadership that inspires, not intimidates. His book is a call to action for anyone ready to take control of their life, redefine success, and lead with purpose. If it inspires even one person to take that step, he considers it a win.

Where to Find Donzel
You can explore more of Donzel’s work through his website, his social channels, and his Make Your Destiny Happen Petite Podcast — short, impactful leadership lessons often inspired by his late father. And, of course, pick up your copy of Make Your Destiny Happen.

Donzel Leggett is an accomplished senior executive with 32+ years of leadership experience driving business growth for Fortune 200 consumer products companies. Donzel’s career reflects a demonstrated track record of leading transformational change on a global scale through strategic vision, planning and execution, and inspirational leadership with enterprise-wide initiatives that include optimizing operations and integrating M&A transactions in complex international business environments. Donzel earned a reputation as an inspirational unifier having built many strong collaborative cross-functional teams, across several geographies, cultures, and diverse backgrounds. Donzel is also a community leader, a member of several nonprofit and advisory boards, and is board chair at two organizations.

Donzel has been widely recognized as one of the most inspirational leaders within the many organizations in which he has been a part of. He is continually contacted for career and leadership advice and development and has coached and mentored thousands of people across the globe.

Throughout his career, Donzel has successfully led large organizations in highly complex, dynamic and diverse environments, with up to ten thousand team members dispersed across the globe. As the magnitude and demands of his leadership accountabilities continued to expand, Donzel developed the proprietary leadership models and methodology that are now at the center of the Destiny Development DeltaTM consultancy.

Donzel’s passion is coaching, developing and mentoring people all over the world, and his vision and purpose are to transform lives so that every person can be the very best leader that they can be.

• Website: destinydevdelta.com
• LinkedIn: linkedin.com/in/donzelleggett
• Facebook: facebook.com/donzel.leggett.9
• Instagram: instagram.com/donzel_leggett
• Linktree: linktr.ee/destinydevdelta
• YouTube: youtube.com/@DonzelLeggett
• Podcast: feeds.captivate.fm/make-your-destiny-happen

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Building a Brand That Opens DoorsIn this episode, I sit down with Serah, a former child actor turned personal branding expert and AI business strategist, to explore why personal branding isn’t a “nice-to-have” anymore — it’s the engine that drives your career and business forward. We swap real-world examples from heavy-hitters like Sara Blakely, Kendra Scott, and Elon Musk, showing how the right brand identity can multiply your impact, influence, and income.

From overcoming the fear of self-promotion to navigating humility without hiding your brilliance, Serah breaks down the mindset shifts that every entrepreneur and professional needs to make to be seen, heard, and trusted.

The Fear Factor: Rejection, Imperfection, and the Art of Showing UpWe talk about the paralysis that comes from worrying about how your work will be received — and why you need to release it anyway. I share why I tell authors to publish their books without obsessing over reviews, because your unique perspective is what makes the work valuable.

We even take a detour into pop culture, unpacking the mixed reviews of Amazon Prime Video’s “War of the Worlds” and how audience reaction doesn’t always match actual value.

Creativity, Algorithms, and Authentic ConnectionPutting yourself out there creatively isn’t easy. Serah and I dive into the messy reality of criticism, algorithm-driven visibility, and the rising hunger for authentic human connection in a world leaning heavily on AI. We explore why imperfection isn’t a liability — it’s proof you’re human and relatable.

Speaking Up — Even When You’re Not ReadyI share a personal story about how a college presentation — given while I had chicken pox — became the turning point in my public speaking journey. The standing ovation I received despite my appearance taught me one lesson I’ve carried for life: never let fear silence you.

From Self-Sabotage to Vision-Driven GrowthSerah and I connect the dots between personal branding, risk-taking, and the inner work needed to break free from limiting beliefs. We talk about creating a vivid future self-identity, setting meaningful goals, and tackling the invisible barriers that hold so many back.

The throughline? Success comes when you decide to play bigger — and actually step onto the stage you’ve been avoiding.

Resources & ConnectionsSerah shares her own platforms, including her personal brand hub sarahdelaine.com, her Stage 8 agency for marketing services, and her Profitable Personal Brand newsletter.

Whether you’re an entrepreneur, leader, or creative, this conversation will give you the clarity — and the push — to own your story and amplify your presence.

About Serah D'LaineFrom Hollywood Red Carpet to Reinvention Serah D’Laine’s entrepreneurial life once revolved around her Hollywood career. She was a successful actress, known for gracing the screen with roles in feature films, network television, and national commercials. Working since she was 13 years old, her world was immersed with auditions, scripts, and the glitz, glamour, and chaos of the entertainment industry. From the outside, it looked like she had it all—a successful acting career many dream of, red carpets, recognition, and a foot in the door of fame. But beneath the surface, Serah felt a deep void.

The Hollywood lifestyle didn’t align with her desire for meaningful life.Growing up in Hollywood brought a measure of success she enjoyed, she started to feel like she was playing a role not just on screen but in her own life. There was a lingering feeling that something deeper was missing—a sense of purpose, alignment, and fulfillment that no amount of celebrity could provide....

Then came the moment that changed everything: a near-death experience. A single, life-altering event that ripped away the illusions she had built her life around. Waking nearly every night in a panic from PTS - It left her with one haunting realization: she wasn’t living her truth. She felt a pull—call it intuition, destiny, or divine intervention—to walk away from the world she knew and reinvent herself entirely. The vision of a new path—a fusion of personal growth, branding, and impact—emerged.

But stepping into the unknown was terrifying. Could she leave her career, identity, and comfort zone behind to build something entirely new?..... "one of the hardest decisions of my life, to put a successful 15 year career on hold + finally listen to “HER”, my true self." Her journey has prepared her for this role as a brand strategist, business coach, and leadership mentor. She has reinvented herself not once but multiple times, and her success was the ultimate validation that this was her destined path.

What makes Serah different? Her brand isn’t built on theories; it’s built on experience. She knows the highs and lows of reinvention because she’s lived them. And now, she’s here to guide others to their own version of success.

Today, Serah D’Laine stands as a speaker in psychology-based branding, business growth strategy, and leadership. Through Stage IIX, iSCALE CRM, and her Profitable Personal Brand Formula and L.E.A.D Method, she offers clients the tools to build authentic brands, achieve financial freedom, and align their businesses with their highest selves. Her journey—marked by reinvention, resilience, and results—makes her uniquely qualified to guide others.

She isn’t just a coach; she’s a testament to the power of transformation, proving that anyone can rise, pivot, and thrive when they align their purpose with their work. "The million dollar tip that “Hollywood” taught me, that is probably one of the most important things I use to succeed in your business.....IT’S ALL ABOUT POSITIONING!!!

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🎧 ABOUT THIS EPISODE
In this powerful episode, I sit down with Tito Alvarez, a name synonymous with advocacy and integrity in California’s Hispanic communities. Known as California’s most trusted Hispanic advocate during the 1980s and 90s, Tito built one of the state’s most recognized accident support brands—and now, he’s come out of retirement with a mission: to protect victims from being exploited by high-volume legal "settlement mills."

With over 1,200 families helped and a legacy of putting victim care over case volume, Tito shares how his proprietary system is changing the narrative around legal representation for vulnerable accident victims. We dive deep into why the first 72 hours after an accident can determine your future, how to spot predatory legal tactics, and why most victims choose the wrong attorney.

Through his latest work with TitoParaTi, Tito is building a new standard in personal injury support—where families receive not just legal aid, but compassion, clarity, and care every step of the way.

🎯 WHAT YOU’LL LEARN IN THIS EPISODE

• The hidden crisis hurting Hispanic families in the legal system
• What makes TitoParaTi radically different from traditional law firms
• The 3-minute decision that could protect (or jeopardize) your family's future
• How Tito built—and rebuilt—a movement to restore dignity in legal advocacy

🎓 ABOUT TITO ALVAREZ

• Helped 1,200+ victims receive ethical, personalized legal support
• Built California’s most recognized Hispanic advocacy brand in the 80s/90s
• Developed a client-first system that puts care ahead of case volume
• Returned from retirement to lead an ethical revolution in personal injury law

📩 Connect with Tito & Learn More
Website: https://titoparati.com/
Instagram: https://www.instagram.com/titoparatiofficial/. DM Tito365

TikTok: https://www.tiktok.com/@titoparatiofficial_

YouTube: https://www.youtube.com/@TitoParaTi

Phone: 1(909)909-9090

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In this episode, I sat down with Dr. Jairo Borja, President and CEO of Borja Consulting Group, to explore how he's helping both entrepreneurs and nonprofits scale their impact. Dr. Borja shared details about his 90-Day Mastery Program—designed specifically for coaches and consultants ready to level up—and his curriculum development work with nonprofits focused on entrepreneurship. He also talked about his latest book, DealMaker: How to Easily Raise the Limit of Capital Deals, which has opened new speaking opportunities and platforms to share his knowledge. And yes, we even took a nostalgic detour back to our teenage years, remembering the long wait in line for WrestleMania 3 tickets during a frigid winter.

Unexpected Wins from Group Sessions
I shared how group coaching sessions often produce unexpected breakthroughs. Many participants, after just 9 weeks, find themselves launching businesses or uncovering opportunities they never planned for. The group environment fosters connection, networking, and accountability—elements that spark real momentum and transformation in a short amount of time.

The Power of Accountability and Support in Coaching
We dove into the structure and benefits of group coaching—weekly lessons, community support, and ongoing dialogue through platforms like WhatsApp. These elements keep participants engaged and focused. I stressed how small wins—like acting on a downloaded tool or applying a new framework—often lead to big shifts. Group coaching isn't just about content; it's about action and growth, powered by community. And yes, I couldn’t resist comparing the coach’s role to Paul Heyman’s legendary presence in wrestling—because every great performer needs a strategic voice in their corner.

Mentorship and Peer Support: Game Changers for Growth
We highlighted how peer support and mentorship aren’t just nice-to-haves—they’re often the missing piece that unlocks major breakthroughs. I shared personal stories where relationships and guidance made all the difference, especially in scaling nonprofit and business initiatives. These kinds of groups provide encouragement, real-time feedback, and actionable insights that accelerate success.

Real Estate Lessons from DealMaker
Dr. Borja also expanded on his book DealMaker, which chronicles his journey in real estate—from securing a 52-unit property in North Carolina to learning from failed deals in Allentown, Memphis, and Madera Beach. The book outlines strategies for accessing capital—like term loans, business credit lines, and self-directed IRAs—and it serves as a tool to attract coaching clients, enroll members into his "Elevation" program, or draw in passive investors. He also teased a busy speaking schedule, with events in Miami, Atlanta, and more—even during August, a month usually slow for conferences.

Building Business Through Clear Communication
I shared insights from my own recent speaking engagements, reflecting on the dynamics of in-person versus virtual events. One consistent truth: having a book is a game-changer. It builds instant credibility and creates powerful networking opportunities. I also emphasized the importance of refining your message when pitching for capital—and how being in a group coaching environment sharpens that message and broadens access to strategic resources. If you’ve read my book, I encourage you to share it with your own mentorship circle. The impact multiplies when we grow together.

Why Small Business Still Matters
We wrapped up with a discussion on the pivotal role small businesses play in the economy. With half of the Fortune 500 companies from the year 2000 now gone, it’s clear: agility, innovation, and community matter more than ever. Dr. Borja announced the launch of his next program cohort kicking off in late July or early August, and he’s welcoming new participants. You can connect with him directly via LinkedIn or visit Borja Consulting Group and Borja Capital to learn more.

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In this dynamic episode of the Breakfast Leadership Show, I sit down with Ted Santos—founder of Turnaround Investment Partners—for a powerful conversation on leadership, disruption, and transforming companies from the inside out.

With over two decades of experience turning around distressed businesses and scaling organizations growing faster than they could handle, Ted brings a wealth of insight. He shares his early leadership journey as a COO in the transportation and translation sectors, where he radically improved operations by shifting culture and introducing new service lines. One standout story: how his lack of industry knowledge in translation actually became his superpower. Ted spearheaded cultural translation services for websites—an innovative leap that reshaped how companies approached global communications.

That sparked a familiar theme for me. I reflected on my own healthcare leadership journey—stepping into the industry without direct experience. Sometimes, not knowing “how it’s always been done” is exactly what’s needed to drive game-changing innovation.

Reimagining Growth Through Diverse Lenses

We explored how bringing in external perspectives—whether from different industries, cultures, or life experiences—is a powerful way to break the echo chamber of internal assumptions. I shared a story from my days running a multicultural healthcare clinic, where dialogue and inclusion—not rigid policies—became the key to navigating cultural complexity and driving operational excellence.

Ted offered insights on his disruption framework for organizations, helping leaders embrace volatility and turn it into a strategic advantage.

Discomfort as a Catalyst for Innovation

Ted and I went deep into why organizations must learn to disrupt themselves before the market does. Drawing on both history and personal experiences, Ted cited icons like Rockefeller and Ford, reminding us that lasting innovation doesn’t come from comfort zones—it comes from shaking them up.

As leaders, we must be willing to challenge norms, ask uncomfortable questions, and reinvent systems. I added some examples from my own path—like pivoting to virtual events long before it became a necessity—and how that foresight unlocked unexpected growth.

Leading With Boldness in a Changing World

Ted laid out a compelling case for what he calls "disruptive leadership"—the ability to invent new possibilities and even “create problems” that force organizations to stretch. We discussed how leaders must confront blind spots (both personal and organizational), embrace continuous learning, and build the muscle to delegate strategically if they want to scale sustainably.

Owning Your Narrative: Responsibility and Reinvention

We closed on a deeply personal note—how early life experiences shape behavior, and how owning your story is the first step in transforming it. Ted and I unpacked the role of ego, unconscious patterns, and the necessity of unlearning behaviors that no longer serve our leadership.

It’s a conversation about growth, yes—but more importantly, about responsibility. Innovation isn’t just about ideas—it’s about the inner work we do to lead ourselves and others through disruption.

Connect with Ted Santos:
Ted’s work is ideal for organizations navigating rapid change or seeking bold new strategies. If you're looking to challenge your current trajectory, this episode is your invitation to start.

Ted Santos is the ultimate “Disruptor of Limits”—a bold strategist who trains and develops CEOs and executives to stop solving problems and start creating them to fuel breakthroughs that redefine industries.

As the creator of the Disruptive Leadership Model, Ted flips conventional wisdom on its head, proving that chaos isn’t a threat—it’s the catalyst for transformation. With a track record of turning impossible visions into unstoppable growth, Ted challenges leaders to think bigger, act bolder, and turn uncertainty into opportunity.

Whether he’s helping businesses scale without breaking or reshaping corporate cultures to thrive under pressure, Ted is the go-to expert for leaders who refuse to settle for incremental growth and are ready to disrupt their way to dominance.

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Cary works with small to medium-sized business owners to help them break through growth barriers. It's incredible how Cary helps businesses double their profits in under a year while ensuring all operations run like a well-oiled machine. And who wouldn't want their business to run smoothly? That's the reality Cary creates for her clients.

Cary sets business owners up with tools to manage by the numbers, allowing them to handle unexpected challenges with precision. This approach allows leaders to stay ahead and design the future they envision for their business. Cary could bring a whole new perspective to your audience, with practical insights and a real-time management style.

Cary Prejean is a CFO consultant and executive coach. He has an accounting and CPA background with several companies primarily in the manufacturing, wholesale and construction industries. He is also a certified ontological coach since 1992 by Newfield Network, giving him unique insight in working with executives. Cary’s mission is to turn business owners into visionaries and prime business generators vs. minutiae managers.

https://strategicbusinessadvisors.org
https://strategicbusinessadvisors.us/
https://www.linkedin.com/in/caryprejean/

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Evolving Leadership in a Tech-Driven Region
In this episode, Michael chats with Mohamed—an Egyptian leader based in Saudi Arabia with a wealth of experience across the Middle East and Europe. The conversation explores the region’s tech-fueled transformation and how it’s reshaping business and leadership. With a young, dynamic population and a high-growth environment, the demand for leadership coaching is on the rise. Mohamed shared that leaders are realizing that information alone doesn’t drive transformation—coaching does. Michael added that resilient leadership thrives in spaces where people feel empowered to adapt and grow, especially in today’s fast-changing world.

Coaching as a Catalyst for Leadership Growth
Michael and Mohamed dive into why coaching is no longer optional—it's essential. Michael emphasized the power of being coachable and how reaching out to mentors can elevate a leader’s impact. Mohamed echoed this, noting that one of the biggest hurdles in leadership development is working with individuals unwilling to learn. Together, they highlighted how coaching unlocks personal clarity and drives sustainable leadership growth—though not everyone is ready to embrace the process.

From Fear to the Front of the Room: A Nurse’s Speaking Breakthrough
Michael shared an inspiring story of a nurse educator he once hired who struggled with public speaking. With encouragement and support, she stepped out of her comfort zone, pursued speaking opportunities, and eventually landed a leadership role in the healthcare system. The takeaway? When we identify and support the unique passions of our team, we unlock potential that transforms careers—and organizations.

The Human Side of AI in Leadership
AI may be changing how we work, but as Michael and Mohamed discussed, it can’t replace the human elements of leadership—empathy, coaching, and connection. Mohamed shared thoughtful insights on the evolving role of AI in the workplace and the need for leaders to remain adaptable. Michael noted that while AI can supercharge productivity and creativity, the true essence of leadership will always be rooted in relationships.

Global Impact: Mercer’s Role in Leadership Development
The episode wraps with a look at the global work Mohamed is doing with Mercer, helping shape the next generation of leaders through innovative coaching and development programs. He encourages listeners to connect with him on LinkedIn for more on Mercer’s approach to building resilient, future-ready leaders around the world.

Mohamed Hamza is a renowned authority on leadership assessment and development. As a certified executive coach, facilitator, and assessor, he has made significant impacts across the GCC, Europe, and Africa. Mohamed currently designs and delivers cutting-edge leadership solutions to top clients as Senior Client Success Director at Mercer.

With over 15 years of experience, Mohamed has coached over 3,000 leaders from future talents to C-suite executives in over 60 multinational organizations like PepsiCo, Microsoft, and Saudi ministries. He has trained 200+ professional coaches and established corporate academies generating multi-million dollar revenues. Mohamed holds coaching credentials from the International Coach Federation (PCC), Center for Creative Leadership, and Ashridge-Hult.

Mohamed can share invaluable insights into leadership development, coaching, and building high-performing teams. His diverse experiences assessing and developing leaders globally across cultures allow him to discuss a wide range of relevant topics. Podcast hosts and audiences can expect practical wisdom and real-world examples from Mohamed's extensive expertise in this field.

LinkedIn: https://www.linkedin.com/in/mohamed-hamza-b9a54b28/

Website: https://thetalententerprise.com/

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In this insightful episode, Michael D. Levitt explores the Square Management System Alignment Model, a framework by Matthew Person designed to foster organizational alignment without the need for micromanagement. Developed by Matthew from Town Square Advisors, this model is grounded in real-world executive and M&A experience. It focuses on aligning employee beliefs and behaviors with company systems to prevent culture drift and enable long-term, sustainable growth. Michael underscored the urgent need for such systems, sharing examples of organizations that significantly improved through alignment—not turnover—by earning employee trust and recognizing internal capability.

The Power of “Constrained Independence”

Matthew introduced the concept of constrained independence, a four-part management model built on Identity, Instruction, Intercommunication, and Information, with ten key operational elements. This framework helps leaders strike a balance between empowering staff and maintaining clarity. Listeners were invited to assess their own organizations using a free quiz at TownSquareAdvisors.com. Michael emphasized the importance of continuous monitoring and cultural measurement—warning that top-down approaches to diversity and alignment can sometimes lead to unintended tension unless rooted in authenticity and openness.

Lessons from Championship Teams

Drawing from professional sports, Michael shared a compelling analogy about leadership, team culture, and performance. While the 1990s New York Yankees focused on acquiring high-priced talent, it was the Boston Red Sox's commitment to balanced teams and deep culture, under leaders like Tito Francona, that ultimately led to their championships. The lesson? A deep bench, clear roles, and trust in your team’s abilities drive real, repeatable success.

Trust, Decision-Making, and Human-Centered Leadership

Trust emerged as a recurring theme—especially in how it empowers independent decision-making and employee engagement. Matthew contrasted toxic, high-constraint workplaces with cultures that reward initiative. Michael reflected on his own experience of being hired for his potential, not just his résumé, and how adaptable systems that honor both organizational needs and individual strengths pave the way for high-performance cultures.

Hiring, Retention, and Thriving Work Environments

With over 18 years of leadership experience, Michael emphasized the importance of cultivating an environment where employees can grow, not just work. Culture isn’t one-size-fits-all—it’s about designing systems and environments where your people can thrive. He challenged the myth of a “correct culture,” advocating instead for cultural authenticity and values-based alignment tailored to each organization.

Ethical Offboarding and Supporting Career Growth

When it comes to letting people go, Michael shared his values-driven approach: treat exits with dignity, and support people in finding better fits elsewhere. Drawing on personal experiences from both sides of the table, he emphasized the long-term value of trust, transparency, and doing what’s best for the individual, even when it's a tough call.

Culture Meets Data: Using Analytics to Lead Smarter

To round out the discussion, Matthew dove into how the Square Management System uses analytics to assess culture across various organizational levels. This diagnostic tool is especially helpful for startups and mission-driven entrepreneurs aiming to build cohesive teams from the start. The system doesn’t promise perfection, but it delivers clarity—giving leaders the actionable insights they need to close culture gaps, improve communication, and align operations with purpose. Listeners are encouraged to explore the free tools and resources at TownSquare-Advisors.com.

Welcome to another episode of the Breakfast Leadership Show, where we dive deep with leaders reshaping how we work, lead, and live. Today’s guest is Matt Person—a strategic powerhouse with more than two decades of experience in M&A, organizational design, and aligning people with purpose.

Matt is the mind behind the Square Management System, a practical framework that brings clarity and cohesion to companies' operations by aligning people, processes, and performance. His upcoming book, The Culture of Alignment, explores this in depth and is a must-read for leaders building resilient, high-performing organizations.

With a career that spans global corporate development, private equity-backed ventures, and even a decade in professional baseball leadership, Matt brings a truly unique perspective. Recognized as a Rising Star by the Colorado Springs Business Journal and a Thought Leader of the Year finalist by the Alliance of M&A Advisors, his credentials are only matched by his passion for excellence.

Matt holds an MBA and an MS in Finance from Boston College, and a degree from Colgate University. He’s a guest lecturer, frequent industry speaker, and lives just outside Boston with his family—when he’s not refining growth strategies, you’ll find him on the golf course, hunting down vintage cars, or scouting out his next favorite restaurant.

Speaker Bio: https://www.espeakers.com/dashboard/50932/profile

LinkedIn: https://www.linkedin.com/in/matthewdperson/

Website: https://www.townsquare-advisors.com/

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Episode Summary:
In this episode of the Breakfast Leadership Show, the hosts explore the key themes from the recent article, “Redefining Workplace Culture: A Human-Centered Approach to Engagement and Wellbeing.” Serving as a pointed response to the 2025 Gallagher Workforce Trends Report, this conversation challenges surface-level interpretations of employee engagement, workplace culture, and inclusion initiatives—offering a bold alternative grounded in human-first leadership.

The hosts question the validity of engagement metrics derived from surveys, calling out what they term the "engagement illusion"—a widespread misinterpretation that equates participation with satisfaction. They unpack the growing disconnect between career development and employee wellbeing, warning that promotion pipelines without adequate emotional and workload support can accelerate burnout rather than boost loyalty.

In discussing I&D (Inclusion and Diversity) efforts, the conversation highlights how many initiatives fall short of meaningful impact, often skewing performative rather than truly transformative. Instead, the hosts emphasize the need for authentic inclusion practices that uplift underrepresented voices and embed equity into daily operations.

They also examine the shifting expectations around flexible work arrangements, stressing that flexibility is no longer a luxury, it’s a baseline requirement for modern talent. The conversation moves beyond logistics, focusing on how to design flexible cultures that still promote connection, accountability, and performance.

The core takeaway? Sustainable organizational performance doesn’t stem from patchwork solutions. It begins with systemic cultural change rooted in a genuine, human-centered approach to leadership and strategy.

What You’ll Learn in This Episode:

• Why traditional engagement surveys can paint a misleading picture of employee satisfaction
• How burnout is often an unintended consequence of unchecked career growth pressure
• What makes the difference between performative and meaningful I&D efforts
• Why flexible work is now a fundamental expectation—not a competitive edge
• How to lead with empathy and redesign culture for long-term success

Relevant Links & Resources:

• Read the full article: Redefining Workplace Culture
• Explore the Breakfast Leadership blog: https://BreakfastLeadership.com/blog
• Get the book Workplace Culture: https://amzn.to/4ofDBxQ
• For burnout solutions, check out Burnout Proof: https://amzn.to/4l3fW0M

Subscribe & Follow:
Stay tuned for more conversations on the Breakfast Leadership Show, where the hosts challenge conventional wisdom and explore powerful strategies to lead with clarity, compassion, and courage.

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900 Episodes of Transformative Leadership

In this special 900th episode of the Breakfast Leadership Show, I take a moment to reflect with deep gratitude. Hosting nearly a thousand conversations with thought leaders, change-makers, and everyday champions has been a true honor. Each episode is rooted in one mission:

Helping you lead a better life by navigating workplace stress, avoiding burnout, and stepping into the leader you were born to be.

I also shared a bit of my own growth journey, including how I’ve intentionally reduced screen time to reclaim focus and calm. It's a reminder that real transformation often comes from the small, intentional changes we make daily.

I invite you to ask yourself: What does your ideal life look like? And more importantly, What’s one step you can take today to move closer to it?

Navigating Change with Purpose

Change is inevitable—but how we respond is where our power lies. In this episode, I challenge listeners to stop waiting for the "right time" and start leading their own life transitions. Grab a journal and write it out: your goals, your challenges, and the specific actions required to create meaningful change in your career or life.

Motivation can be fleeting, but discipline? That’s where the magic happens. Whether you're switching careers, developing a new skill set, or simply craving more balance, clarity begins when you commit to action. Visualize the outcome, get honest about the work required, and give yourself permission to evolve.

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Episode Summary

In this powerful conversation, I sat down with Candace Pendleton, a dynamic force in commodities trading and a passionate advocate for financial empowerment—especially for women. We tackled the persistent underrepresentation of women in leadership roles and financial markets, particularly the trading sector. Candace shared her deeply personal mission: helping women break into commodities trading as a path to wealth-building and independence.

We explored critical elements of successful trading—pattern recognition, emotional intelligence, and the role of technology—along with the mindset required to win in a traditionally male-dominated field. From discussing the psychology behind trading to reflecting on real-world leadership examples (including Mary Barra’s journey at GM), this episode dives into the real skills that make a difference—not only in trading but in life and leadership.

Key Takeaways & Next Steps

✅ Candace’s 90-Day Trading System: She's developed a results-driven program where students must achieve 70% accuracy before going live—showcasing the power of discipline and data-backed strategy.

✅ Financial Empowerment for Women: Candace continues to make commodities trading accessible to women, demystifying the field and challenging gender norms.

✅ Robo Trading & AI: With her custom robo trader and Quantum AI exploration, Candace is innovating how people approach futures trading—making it smarter and more intuitive.

✅ Michael’s Commitment: I’ll be diving deeper into commodities markets, exploring how pattern recognition and strategic discipline apply to investing—and sharing those insights with the Breakfast Leadership community.

✅ Reach Out & Learn More: Want to connect with Candace or explore trading for yourself? Visit commoditiesuniversity.com or email her at cp@commoditiesuniversity.com.

Topics Covered

🔹 Women in Leadership: Why female representation in executive roles still lags—and how that’s shifting post-Lean In.

🔹 The Trading Advantage: Why women’s natural abilities—emotional regulation, attention to patterns, and discipline—give them a unique edge in commodities trading.

🔹 From Grief to Growth: Candace’s personal journey of resilience after losing her husband to cancer—and how that catalyzed her success in futures trading.

🔹 Mindset & Motivation: We discussed the emotional intelligence needed for trading success, from embracing losses to developing inner characters like “Mr. Discipline” and “Xena Warrior.”

🔹 Tech-Enabled Trading: How multiple monitors, custom algorithms, and AI tools are reshaping trading workflows—and what it means for the future of investing.

🔹 Parallel Lessons in Leadership: From real estate to golf to the boardroom—why pattern recognition and strategic thinking are the currency of success.

Final Thoughts

This wasn’t just a conversation about trading—it was a call to action. Empowering women financially changes families, communities, and entire economies. Candace isn’t just teaching trading—she’s building a movement. And I’m excited to amplify that mission wherever I can.

Whether you're a seasoned leader or just starting to explore investing, there’s wisdom here for anyone ready to bet on themselves—and win.

Resources & Contact

📧 Candace Pendleton
Email: cp@commoditiesuniversity.com
Website: commoditiesuniversity.com

🔗 Stay connected with me
For more thought leadership on workplace culture, burnout prevention, and leadership transformation:
🌐 BreakfastLeadership.com

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Global BPO Services and FlexibilityAdam O'Connor from Gear Inc., a BPO company operating in 25 countries and covering 75 languages, discussed their services in customer service, trust and safety, and back-office operations. Michael highlighted the value of Gear's diverse organization for managing economic challenges across markets and supporting businesses in global expansion. Adam emphasized their flexibility in adapting to clients' needs and their expertise in navigating cultural and regulatory nuances in different markets.

Business Growth and AI ImplementationMichael and Adam discussed the challenges businesses face as they grow, emphasizing the importance of understanding a company's current stage and needs before implementing solutions. Adam highlighted the need to assess where a business is, identify its problems, and work collaboratively to address them. He also stressed that AI cannot fix broken processes and that businesses must first establish solid processes before expecting AI to enhance them. Adam concluded by explaining that their business model is built on client success, as it directly correlates with their own success in the low-margin, high-volume BPO industry.

Customizing Playbooks for Customer SuccessAdam and Michael discussed the importance of customizing playbooks for different customers, emphasizing the need to understand their unique goals, outcomes, and how to blend AI with low-cost labor. Michael highlighted that AI is only as effective as the information inputted and cannot replace the complexities of human understanding within organizations. They agreed on the significance of strong infrastructure and systems to enable agility and adaptability, while also acknowledging the challenges of blind spots and misaligned perspectives within businesses.

Entrepreneurial Management and Team DevelopmentMichael and Adam discussed the importance of planning and developing management skills for entrepreneurs and business owners. They highlighted the need for understanding exit strategies, building effective teams, and addressing communication gaps within organizations. Adam emphasized the significance of taking care of employees, who are the voice of the company, and the importance of investing in management training to improve employee engagement and prevent burnout.

Online Safety and Employee SupportAdam discussed the importance of trust and safety online, highlighting the work done to ensure safe environments on gaming and social media platforms. He emphasized the need to support employees who handle potentially distressing content, as they require specialized counseling to manage the emotional toll of their work. Michael agreed, noting that online safety should be a priority for organizations and that employees exposed to harmful content need support to cope with what they see. Both speakers stressed the importance of taking care of staff who are on the front lines of maintaining online safety.

AI and Human Work BalanceMichael and Adam discussed trends in business and technology, focusing on the balance between AI and human interactions. Adam predicted that businesses would find a balance between AI and human work, with AI becoming an important tool while maintaining human touchpoints. They also discussed the impact of remote work and the expansion of the global talent pool due to improved internet access in developing countries. Adam encouraged listeners to learn more about his work on LinkedIn and the company's website, http://www.gearinc.com.

Adam O'ConnorCCOWith over 25 years of experience in sales and customer service leadership, Adam is a seasoned expert dedicated to driving business success. For the past 13 years, Adam has honed his skills in the outsourcing and BPO industry, working with both Fortune 500 companies and small to medium-sized businesses. His deep understanding of the industry, combined with a passion for innovation, has, made him a trusted partner for companies looking to optimise their operations.

Adam’s mission is clear: to help businesses become more cost-effective while improving profit margins without ever compromising on quality. His extensive experience across diverse industries allows him to identify unique challenges and craft tailored solutions that deliver real results.

Whether working with large corporations or smaller enterprises, Adam brings a strategic approach to problem-solving, always focused on finding the most efficient and effective paths to success. He has a commitment to excellence and client satisfaction and drives this through his teams to ensure the best possible experience for customers.

Website: https://gearinc.com/

LinkedIn: https://www.linkedin.com/in/adam-o-connor-54766048/

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Unleashing Purpose and Prosperity with Pushkar Anand

In this compelling episode, I sit down with Pushkar Anand, a transformational leader whose 15-year journey from high-achieving banker to purpose-driven author is nothing short of extraordinary. What began as a quest for personal success evolved into a mission to uplift humanity and empower others to unlock their highest potential.

From Success-Seeker to Soul-Driven Leader

Pushkar shares his evolution—rooted in voracious learning, with over 500 books read, countless seminars attended, and deep mentorship. His goal shifted from decoding the formula for success to creating a roadmap for others, helping them accelerate their growth without the long detour. His book is the result: a guide for those ready to step into their truth, purpose, and power.

Authenticity as the Gateway to Purpose

We dive into the heart of living authentically—what it really means to embody who you’re meant to be. Pushkar's core belief is that once you're aligned with your true self, abundance naturally follows. I add that living with purpose makes us more resilient, magnetic, and inspiring. The answers we seek aren’t “out there”—they live within us.

Vibrational Alignment and Financial Freedom

Pushkar breaks down how aligning your self-image with your financial vision can unlock exponential results. It’s not just about goal-setting—it’s about becoming the person who already has what they desire. By embracing “inspired action,” we can shift from hustle to harmony, planting seeds today for the wealth of tomorrow.

The Power of Belief and Wealth Consciousness

We unpack the deep power of self-belief, the rarity of human existence, and how our internal dialogue shapes our external reality. Pushkar introduces his “6 Statutes of Money,” challenging the myth that wealth is dependent on family background or formal education. The real key? Vibrational alignment and mindset mastery.

Mastering Wealth Through Inner Work

Pushkar explains that wealth isn't just earned—it’s tuned into. Financial success is the byproduct of purpose, belief, and inner alignment. One of his key principles: there’s no universal definition of “wealth”—it’s as unique as each person’s mission. Rewiring the subconscious can shift everything.

A Book That Shifts Paradigms

We close the conversation by exploring the impact of Pushkar's book—crafted to serve those ready to evolve. Whether you’re starting your journey or looking to deepen your alignment with purpose and prosperity, Pushkar invites listeners to explore more through his site: PushkarAnandsWorld.com, where you’ll find free resources, transformational programs, and tools to master your wealth from the inside out.

Pushkar Anand is the author of the #1 international bestseller Manifest Your Infinite Riches and founder of the Centre for Infinite Riches. Educated at the University of Cambridge and the London School of Economics, Pushkar was in the early stages of his traditional corporate career when a profound moment of insight in 2008 led him to evaluate his life expectations and priorities.

This moment of insight set Pushkar on his quest as a seeker: an extraordinary quest of endless research and self-discovery that covered more than 500 books, thirty seminars, workshops and immersive learning experiences, and an intense four-year period of study with his teacher – Blaine Bartlett, whom he fondly addresses as Grandmaster B². Pushkar’s fifteen-year journey resulted in his founding the Centre for Infinite Riches and authoring Manifest Your Infinite Riches.

The Centre is best defined as a movement; a movement, whose purpose is to Uplift Humanity by empowering everyone it touches to become the person they were always meant to be. The Centre’s vision is to uplift four million people by Pushkar’s 50th birthday on October 21, 2026 and 100 million people by Grandmaster B²’s 80th birthday on September 9, 2026.

https://pushkaranandsworld.com/about/

Book: Manifest Your Infinite Riches

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Untying the Knot of Remote Work Communication
In today’s evolving workplace, communication breakdowns are more than just frustrating—they’re costly. Dianna Anderson joins me to unpack her innovative "Untying the Knot" approach, rooted in large-scale change management and coaching. We dive deep into how organizations often rush remote work decisions without engaging their teams, and how this disconnect impacts morale and productivity. It’s not just about location—it’s about listening.

The Shift Toward Adaptive Leadership
Post-pandemic workplaces require more than 20th-century leadership styles. Dianna and I discuss how adaptive, people-first leadership is crucial in today’s fast-paced, complex world. We explore how leaders can build bridges across generations and departments by fostering creativity, collaboration, and—most importantly—better conversations.

From Individual Contributor to Impactful Leader
Too often, high-performing employees are promoted to leadership roles without the tools or training to succeed. I share insights from my own leadership journey, including how I transformed a toxic workplace—not with layoffs, but through authentic communication and meeting staff where they were. Leadership isn’t innate—it’s learned, and it’s teachable.

Putting People First During a Crisis
When the pandemic hit, I made a clear choice: prioritize people over processes. I talk about how checking in on employees’ lives beyond work not only boosted morale but built a stronger, more connected organization. Supporting your team’s well-being is not a soft skill—it’s a strategic advantage.

Human-Centered Leadership in the Age of AI
In a world where algorithms drive decisions, we can’t afford to lose our humanity. Dianna and I unpack why performance metrics must be balanced with emotional intelligence and clear direction. Her one-day coaching-based leadership workshop is a game-changer for teams ready to embrace a more thoughtful, collaborative way to lead.

Creating a Shared Language for Change
Organizational transformation starts with a shared language. Dianna shares how her work helps companies align people and priorities through simple yet powerful communication practices. I strongly encourage organizations ready to shift their culture to connect with Dianna—you’ll be glad you did.

Bio InfoDianna Anderson is a visionary leader and the driving force behind Cylient, a pioneering organization dedicated to equipping people to successfully engage in the conversations they are currently avoiding. Dianna believes that if you can’t talk about something, you can’t change it.

Dianna saw the potential for creating coaching cultures in 2005 after co-authoring Coaching that Counts, a textbook based on ROI data and her years of coaching experience that illuminates how coaching engagements add value in organizations. The Untying the Knot® approach to “in the moment” coaching that she created has equipped over 55,000 people globally to wire up a coaching-based approach to leadership.

As a thought leader in leadership development, Dianna has worked with clients across industries, from Fortune 500 companies to smaller organizations. Her approach combines deep empathy, evidence-based strategies, and a profound understanding of human dynamics to help leaders at all levels unlock their potential. Under her guidance, Cylient has become a trusted partner for organizations seeking to create adaptive, resilient cultures in today’s fast-paced world.

Dianna is a sought-after speaker for her ability to translate complex leadership challenges into actionable insights. Her engaging style and practical wisdom make her a captivating guest on podcasts, where she shares her journey, lessons learned, and discerning insights regarding the power of coaching-based leadership to address current, complex issues.

With her unwavering passion for redefining leadership and her commitment to driving meaningful change, Dianna Anderson is not just shaping conversations—she's sparking a movement that reimagines the future of leadership.

LinkedIn: https://www.linkedin.com/in/dianna-anderson-cylient/

Website: http://www.cylient.com/

YouTube: https://www.youtube.com/user/CylientCoach

X: https://twitter.com/cylient

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Redefining Connection: The Power of Professional Matchmaking in a Modern World

In this insightful episode, I sit down with Maria and Ann, the dynamic duo behind a leading professional dating service AfterHello.com, to unpack the strategy and psychology behind intentional matchmaking. They walk us through their thoughtful, human-first process—starting with in-depth client interviews, leveraging an extensive and curated database, and culminating in collaborative team sessions designed to make meaningful matches. Ann also shares how they coach clients on optimizing dating app profiles—a service that helps individuals avoid common digital pitfalls and approach dating with clarity and intention.

Dating in a Post-Pandemic World: Trends and Realignment

We explored how the dating landscape has evolved since the pandemic. Ann pointed to a noticeable decline in dating app engagement and a renewed desire for authentic, in-person connections. Maria reinforced that while dating apps aren’t going anywhere, success hinges on using them strategically. I echoed the concern that many individuals jump into dating with little self-awareness or alignment with their core values—often leading to mismatched or short-lived connections. As we discussed, there’s a strong connection between personal relationships and professional achievement, and the data backs that up.

The Inner Work of Lasting Love

Maria, Ann, and I dove deep into the role of self-reflection in the dating journey. We agreed: personal growth is non-negotiable when it comes to building a healthy, lasting relationship. Their matchmaking philosophy centers on clients who are open to change, understand their core values, and are looking for long-term, monogamous connections. We also explored the idea of finding a partner whose imperfections complement—rather than clash with—your own. Growth, adaptability, and emotional intelligence are just as important as attraction when it comes to sustainable love.

What’s Next for Matchmaking Services?

Looking ahead, we discussed the rising demand for professional matchmaking as loneliness reaches epidemic levels and people seek more intentional connections. Maria and Ann noted that their industry is growing coast-to-coast and internationally, with expected growth of 10% by 2028. I added that while population growth is slowing—which may impact how and when people form families—there’s never been a more important time to build strong, compatible relationships that support lifelong development.

Coaching Meets Connection

To wrap up, Maria and Ann spoke about their work in both matchmaking and relationship coaching—helping individuals not only find the right partner but become the right partner. If you’re curious about working with experts who combine data, intuition, and a passion for human connection, I encourage you to visit their website and join their growing community.

What happens when a seasoned matchmaker with a legal background teams up with an operations and wellness expert? You get After Hello. Join co-founders Ann Parnes and Maria Murray as they reveal how their national firm is bringing intention and authenticity back to the dating world.

Ann's journey in matchmaking began in 2017, building a successful boutique firm and leveraging her 14 years in the legal field, including seven as an Assistant District Attorney. This experience honed her sharp intuition and deep understanding of human connection. Maria, with nearly two decades of expertise in operations, recruiting, and business growth, combines her sharp business acumen with a passion for holistic well-being. Her background in cultivating wellness and streamlining systems is pivotal to After Hello's distinctive approach.

Together, they've built After Hello to defy the notion that seeking expert guidance in dating is outdated. They champion a refined approach, proving that investing in matchmaking is a smart choice for those who value their time, discretion, and meaningful results. After Hello blends the science of compatibility with a tailored approach, ensuring curated introductions are just the beginning of authentic love stories.

Website: https://AfterHello.com

X-@loveafterhello, LinkedIn-/afterhellomatchmaking, Instagram-@afterhellomatchmaking, TikTok-@afterhello

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In this special episode, I sat down with Peter Bissonnette—former President of Shaw Communications—to talk about his remarkable leadership journey and his upcoming book, Count on Me, launching July 18th. Peter’s story is anything but conventional. From life in a monastery to serving in the Air Force, and ultimately leading one of Canada’s most recognized telecommunications companies, his path to leadership is rooted in humility, adaptability, and service to others.

Leadership Lessons from a Life Well-Lived
Peter and I explored how his unique experiences shaped a grounded, people-first leadership style. Whether navigating high-stakes negotiations or union agreements, Peter emphasized that values like empathy, accountability, and active listening were key drivers of his success. His book Count on Me captures these moments and lessons, offering a compelling case study in transformational leadership.

Shaw Communications: Embracing Change, Staying Human
We reflected on Shaw’s evolution—from its early days in cable to becoming a major player in internet and wireless services. Peter shared how strategic investments in infrastructure and top-tier talent enabled the company to stay ahead of technological shifts. He also highlighted how Shaw's unwavering commitment to employee well-being and customer experience helped it weather the pandemic's unprecedented challenges. It's a blueprint for change management done right—with heart.

Culture as a Catalyst for Success
Peter opened up about Shaw’s intentional leadership culture, grounded in trust, care, and shared accountability. He described how these values created a sense of belonging and mutual respect across teams. I couldn’t agree more—when employees feel supported, they deliver their best. That culture doesn’t just drive business results; it builds loyalty and resilience.

Why Count on Me Matters Now More Than Ever
Peter spent three years writing Count on Me, a legacy project meant to inspire current and future leaders. The book explores the deeper purpose of leadership—how it’s less about personal accolades and more about empowering others and leaving things better than you found them. If you care about leadership that lifts people up and strengthens communities, this book is a must-read.

📌 Next Steps and How You Can Engage

• Peter's book Count on Me launches July 18th—Here's the link
• This podcast episode drops next week to coincide with the book launch—subscribe so you don’t miss it.
• Follow Peter on LinkedIn, Instagram, and Facebook to stay connected and get updates on his journey.
• Share this episode with leaders and changemakers in your network who are committed to cultivating impact through culture.

💬 “Leadership isn't about the spotlight—it's about lifting others into it.” – Peter Bissonnette

This conversation reminded me why legacy, culture, and compassion are cornerstones of impactful leadership. I hope you’ll tune in, take notes, and take action.

PETER J. BISSONNETTE

• FORMER PRESIDENT OF SHAW COMMUNICATIONS
• AUTHOR OF COUNT ON ME

Peter began his thirty-five years with Shaw Communications Inc. in 1989, as
vice president operations. He progressed to the role of president in 2001, a
position he held until his retirement in 2015. He remained on the board until
Shaw's sale to Rogers in 2023.

As a child, Peter was an army brat moving from place to place. He
attended a Catholic boarding school in England and for a time
considered pursuing a life in the clergy. Instead, he joined the Navy and
later the Royal Canadian Air Force, where he discovered his aptitude for
electronics and radar technology.

Always seeking new opportunities and growth, Peter left a poorly paid role
at Northern Radio in Ottawa with just $50 in his wallet and headed to
Vancouver on a Greyhound bus. There he found work with BC Tel, where
he worked for twelve years, climbing the ranks, gaining a reputation for
operational excellence, and attracting the attention of big telecom
leaders like the McDonalds, Ted Rogers and ultimately, JR Shaw.
Peter is an avid musician, with his own recording studio and an impressive
collection of guitars. He is also a talented photographer; a subject he
majored in at college.

SPEAKER TOPICS
• Telecommunications and the Future of the Industry
• Manifesting and Visualization – Making things happen!
• Leadership, and the Evolution of Business
• The Art of Negotiation
• Recording Studio Set-up, Music, Guitar playing
LINKS
• Ingeniumbooks.com/COUNT
• Facebook.com/peter.bissonnette.7
• Instagram @peter.bissonnette

LinkedIn: https://www.linkedin.com/in/peter-j-bissonnette-28311181/

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In this episode, Michael D. Levitt sits down with Justin, founder of Aryo Consulting Group, to unpack small businesses' real-world challenges in today’s fast-paced economy. With a track record of helping over 350 companies—ranging from scrappy startups to established enterprises—Justin brings practical insight into what works (and what doesn’t) when scaling a business.

🚧 Growth Isn’t Glamorous—It’s Gritty
Small and large businesses alike are battling similar dragons: customer acquisition costs, fragmented attention spans, and complex marketing ecosystems. Michael points out a deeper cultural issue—how society often champions the underdog, only to tear them down once they succeed. It’s a warning for founders: success invites scrutiny, and resilience is required not just to rise—but to stay up.

📣 Cut the Noise—Focus on the Customer
Michael and Justin zero in on a leadership blind spot: ignoring the customer. Many businesses build intricate strategies but forget to ask, “What does the customer actually want?” Michael emphasizes simplifying the customer journey and solving real problems. Justin adds that price and quality remain the cornerstones of customer loyalty—forgetting that is a fast track to losing trust.

🚀 Product Over Hype
The duo debunks the myth that marketing alone can save a weak product. Justin cites Amazon and Tesla as case studies where product excellence drove customer advocacy organically. Michael calls out "shiny object syndrome"—where founders chase every new marketing trick rather than deeply understanding their audience. In a world of endless tools and AI automation, foundational clarity wins.

🤯 Marketing Paralysis & The Pitfalls of AI Gimmicks
Michael touches on decision paralysis—how clients freeze when bombarded with too many agency pitches or AI-fueled promises. Justin gets candid about the overhype around AI tools like cold outreach automations, warning that many businesses burn cash without meaningful results. His advice: learn from real-world failures, not influencer funnels. When done right, niche cold outreach still works—but it takes precision, not shortcuts.

🔍 The Power of Slowing Down
In a world that moves fast, Michael suggests a counterintuitive growth strategy: slow down. Take the time to truly understand your clients. Drawing from lessons learned from leadership experts like Steven Morris, Michael reminds us that relationships—not transactions—build businesses. Bonus? A nostalgic throwback to the Yellow Pages, which he dubs "the original Google," plus a Red Sox vs. Yankees jab for good measure.

🤖 AI Can’t Replace the Human Story
The conversation wraps with a powerful reminder: AI is a tool, not a compass. Michael and Justin agree that while automation has its place, it can’t replicate the human element. Justin encourages leaders to own their stories—because behind every business metric is a journey worth sharing. They explore how AI may reshape employment, particularly in low-cost markets, and why leaders must strike a balance between efficiency and empathy.

🔥 Key Takeaways:

• Simplicity scales. Complexity kills clarity.
• Don’t outsource your voice—own it.
• Focus on serving, not selling.
• Tech is a tool; you are the strategy.

🎧 Listen now to learn how to grow your business without burning out—and why the best strategy is often the simplest one.

Leadership #SmallBusiness #GrowthStrategy #Entrepreneurship #AIandBusiness #CustomerExperience #Simplicity #MarketingTruths #HumanFirst

About Justin:

Most founders don’t need another agency. They need a partner who tells them the truth—and helps them fix what’s broken.

That’s what we do at Aryo Consulting Group.

I’m Justin Abrams—strategist, growth architect, and founder of Aryo. We’re not your typical consulting firm. We don’t deliver bloated decks or overpromise shiny metrics. We roll up our sleeves, dive deep into your business, and build systems that drive real, lasting growth.

Think of us as McKinsey meets your favorite operator. The difference? We ship the work. We test, we iterate, and we get results.

We work with small and mid-sized businesses doing $1M–$25M in revenue that are:

✅ Stalled in growth
✅ Bleeding cash on ads that don’t convert
✅ Fed up with agencies recycling the same outdated playbook

Here’s how we help:

1. Strategy that grounds your growth.
   Our diagnostic process goes beyond surface metrics. We uncover the hidden blockers in your funnel, operations, or offer—fast.
   Clients say it feels more like therapy than consulting, and they’re right. Sometimes, what you need isn’t more ideas—it’s clarity.

2. Organic Growth that doesn’t burn your budget.
   Before you pour money into paid ads, we focus on organic channels that convert:
   Reddit. Facebook Groups. Local SEO. UGC. Newsletters. Podcasts.
   No fluff. No spend-until-you-scale tactics. Just systems that deliver qualified leads.

3. Optimization that future-proofs your operations.
   Once growth is working, we modernize your backend.
   My partner (MSEE, Carnegie Mellon) brings the tech muscle—automation, integrations, and digital infrastructure to reduce costs and scale with precision.

We’ve supported 300+ businesses—ranging from hungry startups to enterprise giants like Pfizer, Sony, and Merck.

🏆 Featured by Clutch as a Top US Consulting Firm (2024)
⭐ 125+ 5-star reviews on Upwork | Top 1% Expert-Vetted

If you're ready to stop guessing and start growing:
→ DM me “audit” and I’ll show you exactly where you’re leaking revenue.
→ Prefer face-to-face? If you're in Boston, coffee's on me.

LinkedIn: https://www.linkedin.com/in/justin-abrams-aryo-consulting/

Website: https://aryocg.com/

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Episode Title: Market Resilience, Counterfeit Realities, and the Future of Authentication with Perry Nguyen of Check Check

Show Notes:

In this episode, I’m joined by Perry Nguyen with Check Check, a cutting-edge digital authentication platform reshaping the luxury resale landscape. Our conversation explores the parallels between nature’s most resilient species and the dynamic, ever-evolving global marketplace, particularly the explosive growth of luxury resale and the counterfeit economy.

Perry shares how Check Check leverages a global team of expert authenticators to verify high-value goods, including sneakers, designer items, and collectibles. With the rise of “super fakes” and consumer trust hanging in the balance, Perry explains why real-time, mobile-first authentication is no longer a luxury—it's a necessity.

We dig into Perry’s fascinating career journey—from scaling a cannabis startup from zero to $11M in sales, to lobbying Congress (cowboy hat and all) in support of a groundbreaking antifungal vaccine for animals. His background in the music industry also adds a creative twist to his leadership style, which I found incredibly relatable.

Perry also opens up about joining Check Check just 12 months ago and partnering with co-founders Arnold Luck and Eddie Abramov to scale their sneaker authentication platform into a robust enterprise solution. With over 3.3 million app downloads and 2.2 million items authenticated, they’re redefining trust in the secondary market.

We wrap the conversation with a look at global expansion—including a powerful new partnership with India’s Culture Kicks—and discuss how APIs and mobile tech are driving the next phase of authentication for streetwear and luxury resale. I even encouraged my brother to download the app—because if you’re going to invest in high-value items, you need to make sure they’re the real deal.

And yes, I even share a story about tracking down an elusive 90s rock vocalist named Kurt, plus what my cousin's DIY guitar pedal business taught me about creative frustration, innovation, and self-determination in leadership.

📌 Topics Covered:

• How market adaptability mirrors species resilience
• The booming counterfeit market and rise of "super fakes"
• Scaling Check Check into a global authentication powerhouse
• The intersection of creativity, structure, and burnout
• Personal leadership stories from the music and tech worlds

Perry Nguyen is the Chief Executive Officer at CheckCheck, a leading digital authentication company. The company started out in the sneaker market but has just expanded into the luxury market, covering handbags and wallets from high-end brands. The company has also partnered with Culture Circle, India’s biggest marketplace for authenticated hype and luxury fashion, to introduce an industry-first dual authentication system in India. The need for authentication has never been greater. The global counterfeit market is valued between $1.7 trillion and $4.5 trillion annually, with luxury goods and sneakers among the most counterfeited products. It is estimated the global luxury market has a value of $1.5 trillion with second-hand luxury expected to reach $75 billion by the end of the year. Handbags represent the largest category in luxury resale, growing at an annual rate of 12%. It's a really interesting sector and opens up conversations of the use of AI, note unlike their competitors CheckCheck adapt AI but also rely on human verification, also they are noticing an interest in fashion sustainability and customers wanting to buy pre-loved goods rather than newly made products. To date more than 2 million users have downloaded the app. Perry has a strong affiliation with startups. He previously worked as Head of Business Development for pet pharmaceutical company, Anivive, and organised a partnership with NFL superstar, Rob “Gronk” Gronkowski, who committed $1 million to pet health start-up. LinkedIn: https://www.linkedin.com/in/perryqnguyen/Website: https://getcheckcheck.com/en/

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In this powerful conversation, Michael D. Levitt and branding expert Barry LaBov explore the critical role of differentiation in today’s hyper-competitive and fast-moving business world. It’s not about being the biggest or best in every category—it’s about being unmistakably you.

The Human Edge of Differentiation
Barry opens with a compelling take: while modern tools have made producing fast, mediocre content easier, what sets brands apart today is authenticity and humanity. He warns that failing to stand out leads to commoditization, lower profits, and disengaged teams. The takeaway? Know what makes you unique—and amplify it with intention.

Purpose Starts with "Who Are We?"
Michael shares a story from a nonprofit healthcare board meeting where a simple but profound question was raised: “Who are we?” That moment sparked a conversation about alignment, identity, and clarity. He reminds leaders to pause regularly, assess direction, and stay grounded in purpose. Barry echoes this, referencing Simon Sinek’s “Start With Why,” but adds: you also need to clearly explain what you do and how it fulfills that purpose.

Belief Begins Within
Barry shifts the focus inward, discussing how employee belief in a company's mission and differentiation directly impacts its longevity—citing that 16 of 17 startups fail within 10 years. His latest book, written during the COVID-era resignation wave, focuses on helping companies win hearts and minds through internal and external clarity. Real-world stories and practical frameworks help teams rediscover what makes them special.

Small Shifts, Big Impact
Michael dives into adaptability with a brilliant metaphor: changing the lighting in a room can completely alter its feel without replacing the furniture. In the same way, businesses often need thoughtful tweaks—not complete reinventions. He also addresses current workplace trends—like post-2021 turnover and return-to-office debates—urging leaders to listen to their people and lead with empathy and internal communication.

Say It Like You Mean It
Wrapping up, Barry and Michael discuss how language shapes culture. Self-deprecating phrases like “best kept secret” can quietly undermine confidence inside and outside the organization. Instead, leaders should communicate honestly and boldly about their value—without veering into ego. Michael even mentions recommending Barry’s book to a client struggling with this exact challenge.

Key Takeaways:

• True differentiation stems from authenticity, not superiority.
• Purpose is revealed by asking the hard questions—internally and externally.
• Your team must believe in what sets your organization apart.
• Minor shifts in leadership and culture can produce major results.
• How you describe your business matters—internally and externally.

🎧 Tune in to gain clarity, purpose, and practical insights that help your brand rise above the noise—without losing your soul.

Barry is a two-time Ernst & Young Entrepreneur of the Year and founder of LABOV Marketing, Communications, and Training. He has helped global brands like Harley-Davidson, Audi, and The Macallan Scotch differentiate and thrive. He’s also the author of The Power of Differentiation, a #1 New Release in Marketing on Amazon, now distributed by Simon & Schuster and requested by universities like Cambridge, Stanford and Chicago Booth.   Beyond brand strategy, Barry co-hosts Difference Talks, where he’s interviewed best-selling authors like Bob Chapman, Seth Godin, Ron Baker, and Joe Pine; CEOs including Johan de Nysschen and Betsy Pepine; and Grammy winners Ranaan Meyer and Cliff Goldmacher. With over 80 podcast appearances, he’s passionate about sharing real-world lessons on differentiation, leadership, and overcoming challenges.   https://labov.comhttps://BarryLaBov.comBook: https://amzn.to/3YxmUD3

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this episode, I sat down with R.T. Custer to explore how he's bringing precision craftsmanship back to American soil. As the founder of Vortic Watch Company, R.T. began his journey a decade ago by upcycling antique American pocket watches into stunning wristwatches—each a one-of-a-kind blend of history and innovation. Now, with the launch of Colorado Watch Company, he's scaling that mission, aiming to produce over 500 watches a month. It’s a bold step forward for U.S. manufacturing.

Investing in American-Made Legacy

R.T. and I dug deep into the growing appetite for American-made products. There’s something powerful about choosing to support local—whether it's your community’s small businesses or the infrastructure that keeps our economy moving. We shared our hopes that more consumers will embrace domestically produced goods—not only for the quality, but because they represent a future built on sustainability, resilience, and meaningful employment.

A Return to Craftsmanship and Physical Innovation

One of the themes that resonated with me most was the tactile joy of building physical products. R.T. shared how fulfilling it is to work with his hands—and to create meaningful jobs for others doing the same. We discussed how newer generations are rediscovering analog experiences, from vinyl records to mechanical watches, in a digitally saturated world. There’s a renaissance happening—and it’s reminding us that innovation isn’t just digital. It’s human.

The Market Potential for American-Made Watches

We also touched on market opportunity—how entrepreneurs and cultural leaders like Kevin O’Leary are championing American craftsmanship. R.T. envisions producing up to 1,000 watches per month through Colorado Watch Company, bringing premium, American-made timepieces to a niche yet growing audience. This isn’t just about watches—it’s about reclaiming our manufacturing heritage and proving that we can lead with quality and purpose.

Reviving Industry in the American West

Our conversation closed on a big-picture note. We talked about Colorado’s roots in innovation and industry—and how the American West once symbolized opportunity, grit, and reinvention. Today, that spirit is still alive. R.T.’s work isn’t just about making watches—it’s about modeling what’s possible when we believe in rebuilding. We need more of that energy. More leaders. More makers. And more belief in what’s possible—right here at home.

To make his American Dream come true. With his back to the wall, R.T. Custer sold his car to make payroll. With a few grand wired directly into a fledgling watch company that builds every piece, case, crown, and buckle on U.S. soil. Vortic Watch Co. is one of the last remaining brands to manufacture wristwatches entirely in America, sourcing, machining, and assembling everything on U.S. soil. In a market where "resilience" is just a branding exercise, R.T. made it real. This is what actual entrepreneurship looks like: gritty, unfiltered, and painfully honest. And in a sea of curated founder stories, R.T.'s hits like a punch to the gut. “We’re all a little delusional. You have to be. You either believe in yourself or fold. I chose belief.” R.T. Custer Website: https://coloradowatchcompany.com/LinkedIn: https://www.linkedin.com/in/rtcuster/Website: https://www.rtcuster.com/IG: https://www.instagram.com/rtcuster/?hl=en

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On this episode of the Breakfast Leadership Show, I sit down with Sean Griffith, founder of Truffle, a forward-thinking hiring platform that's changing how small and mid-sized businesses approach talent acquisition.

🔍 Truffle’s Smarter Hiring Model
Sean shares how Truffle uses asynchronous audio and video interviews with structured, role-specific questions to efficiently filter large applicant pools. Designed especially for growing teams that can’t afford bulky enterprise software, Truffle delivers rich, manageable insights to help organizations hire not just for skills but also for trajectory and culture alignment.

🤖 AI-Powered Job Matching with a Human Touch
We unpack Truffle’s AI matching system that ranks candidates based on their responses, spotlighting the top 10% so hiring managers can focus their time wisely. I emphasize how this tech helps reduce bias and allows candidates’ personalities to shine—leveling the playing field and building more equitable workplaces.

🔧 Origins Rooted in Real-World Growth
Truffle was born from Sean’s experience scaling a company that was ultimately acquired. He reflects on how great hiring drove that success—and how Truffle is now a tool to replicate that process by identifying value- and mission-aligned talent from the outset.

🛠️ Customer-Led Innovation Meets Lean Product Development
Sean shares how Truffle has evolved by co-creating with customers, staying close to their hiring workflows. I connect this to the Lean “Gemba” principle—learning directly from the source. Together, we explore how AI, humility, and industry-crossing insights are fueling a product that grows alongside its users.

📈 Scaling Through Systems: EOS, ‘Who’ Hiring, and Internal Alignment
We dig into the practical challenges of scaling from 50 to 200 employees and how implementing the Entrepreneurial Operating System (EOS) helped Truffle’s leadership stay grounded. Sean details how the Who method and consistent check-ins fostered accountability and clearer communication across teams.

🧩 Operational Rigor with Flexibility
We explore the need for scalable hiring systems that still honor a company’s unique culture. From adapting hiring tools like Truffle to incorporating checklists and agendas, the conversation zeroes in on what it really takes to grow intentionally without burning out your teams.

🚀 Looking Ahead: Truffle’s Future
As interest in Truffle expands to larger organizations, Sean invites listeners to explore more at hiretruffle.com and sign up for a trial.

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Let’s face it—hostile workplaces are more common than we care to admit. Whether it’s passive-aggressive emails, micromanagement, gaslighting, or relentless pressure that crosses the line into emotional fatigue—these aren’t just “bad days.” They’re environments that chip away at your mental health.

But here’s the good news: you are not powerless.

This isn’t just about “getting through it.”
It’s about transforming how you show up—with boundaries, support, and a deep commitment to your own growth.

By the end of this episode—and ideally by the end of the full program—we want you walking away with three superpowers:

1. The confidence to protect your time and emotional energy.
2. The tools to build support networks that lift you up.
3. And the mindset to focus on your growth, not the toxicity around you.

Because yes—you can thrive in difficult environments. And when you do, you become not just burnout-proof—but bulletproof.

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Episode Title: Rethinking Wellness and Feedback Loops in Today’s Workplace

Show Notes:

In this episode of the Breakfast Leadership Show, Michael connects with business strategist Andrew Ronchetto to explore how organizations must evolve their approach to wellness, leadership, and performance in an ever-changing workforce.

Redefining Wellness & Feedback in the Modern Workplace
Michael and Andrew dive into the shifting dynamics of today’s workforce and why it’s time to rethink traditional wellness programs and feedback mechanisms. Andrew shares insights from his business consulting background, along with lessons from a recent personal transformation. The discussion underscores the power of continuous learning and agility in responding to new challenges.

Holistic Workplace Wellness: Going Beyond the Surface
They highlight why organizations must move beyond surface-level wellness initiatives to address root causes of burnout and disengagement. Michael and Andrew advocate for a holistic approach—blending tech-enabled solutions with human-centered design—to create environments where people feel heard, valued, and supported. Leaders, they note, must take action at the same level their teams are operating—grounded, informed, and proactive.

Intentional Onboarding: The First 90 Days Matter
Andrew emphasizes the critical role of onboarding in setting up new hires—and newly promoted leaders—for success. Whether stepping into a new company or transitioning roles, the first 90 days are a window of opportunity. Michael adds that intentional onboarding directly impacts employee retention and performance, helping to build a culture of trust and accountability from day one.

Defining Roles to Drive Clarity and Success
Clarity in roles and responsibilities isn’t just good practice—it’s mission-critical. Michael and Andrew compare well-functioning organizations to orchestras or military units, where each member understands their role and how it connects to the bigger picture. They also touch on the unique value consultants bring in fostering team alignment and strategy execution.

Supporting Small Businesses Through Wellness
Small business leaders often overlook wellness, assuming it requires massive overhauls. Michael and Andrew challenge that thinking, showing how simple, intentional adjustments can spark better team flow, innovation, and performance. A few small shifts can make a big difference.

Final Takeaway:
The future of work demands intentional leadership, personalized wellness strategies, and environments where feedback and growth are constant. Tune in to discover how small changes in approach can drive massive impact—no matter your team size or industry.

Website: beonplatform.com

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From Cockpit to Boardroom: Boo's High-Performance Flight Path

In this compelling episode of the Breakfast Leadership Show, Michael chats with Boo—former fighter pilot turned entrepreneur—about his extraordinary journey from the Air Force to launching ventures in the Middle East, real estate, and digital publishing. Boo opens up about navigating the early days of Facebook and Google ads, and how his involvement with Afterburner, a company built on the high-performance mindset of fighter pilots, led to acquiring the business and driving it forward today.

Rethinking Leadership to Reignite Engagement

Michael and Boo explore one of today’s most pressing workplace challenges: leadership credibility and employee engagement. Drawing from Gallup’s recent findings that only 21% of global employees are engaged at work, they discuss how leaders must evolve. The conversation emphasizes trust, credibility, and a radical mindset shift—from managing to truly leading. Leaders must transform good intentions into impactful outcomes and be willing to operate in a “zero authority” culture, where every voice on the team can contribute meaningfully.

The Leadership Learning Curve

Transitioning from a high performer to an effective leader is no small feat. Boo shares stories from his aviation days, where leadership was learned not from textbooks but through real-world experience under pressure. Michael echoes this, highlighting his own growth through trial, missteps, and reflection. The discussion underlines the importance of patience, humility, and a long-term vision—especially crucial for those shifting from individual contributor to leadership roles.

Promotion Pitfalls: The Competency Gap

Boo and Michael tackle the common but dangerous trap of promoting team members beyond their readiness—particularly in sales and production environments. Boo argues that misaligned promotions can do more harm than good, while Michael urges leaders to go deeper—looking at organizational silos, misaligned deliverables, and turnover before reacting. The takeaway? Leaders must have the courage and insight to address these core issues head-on with senior stakeholders.

Disruption as a Leadership Choice

What if disruption wasn’t something to fear—but something to choose? Boo makes the case for embracing disruption through continuous learning, feedback, and iteration. He calls out the rigidity of traditional leadership models and invites leaders to embrace a more agile, mission-driven approach—focusing on progress over perfection.

Mission Clarity in a Noisy World

In today’s hyper-distracted digital era, clarity of mission is more vital than ever. Michael and Boo wrap up with a powerful discussion on the importance of staying focused amid constant change. Drawing on lessons from both fighter pilots and nonprofits, they emphasize strategic anticipation, adaptable leadership, and the need to stay grounded in purpose—no matter how turbulent the skies may get.

Christian "Boo" Boucousis, known simply as Boo, started with a strong passion for aviation from an early age. Despite academic challenges, his determination led him to the Australian Air Force, where he became a fighter pilot. Boo’s time in the Air Force was transformative; he mastered the art of high-stakes execution, situational awareness, and structured debriefing—core principles that define his approach today.

After nine years, Boo's career as a fighter pilot came to an unexpected halt due to a rare medical condition. Faced with the need to pivot, Boo didn’t shy away from challenges. Instead, he set out to apply the rigorous, high-performance methodologies he learned in the Air Force to the business world. Starting a humanitarian business in Afghanistan, he quickly scaled it to employ over 1,600 people, eventually becoming one of the largest humanitarian support companies globally.

His next ventures were just as ambitious, including developing a $42 million high-rise hotel and transforming a print publishing company into a successful digital entity. Boo’s proven success is rooted in his use of military-inspired frameworks like structured debriefing and realistic goal-setting, which enable individuals and organizations to achieve "mission objectives" with high success rates.

Through Afterburner Inc, Boo now brings these methodologies to corporate audiences, training teams on how to achieve extraordinary results by focusing on resilience, adaptability, and transparent, actionable steps. His story is one of reinvention, and his techniques help listeners find clarity, optimize performance, and unlock their potential.

This journey makes Boo a compelling speaker who not only inspires but equips listeners with practical, results-oriented strategies.

Linkedin: https://www.linkedin.com/in/christian-boo-boucousis/

Website 1: https://callmeboo.com/

Website 2: https://afterburner.com/

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Video Leadership Presence for Personal GrowthIn this episode, Michael and Ryan explore the power of video-based platforms in building authentic leadership presence. They discuss how confidence, executive presence, and self-improvement are essential for personal and professional growth. Ryan shares his journey in leadership development and how it shaped his company, Better On. Michael reinforces the idea that presence isn’t just about appearance—it’s about taking ownership of your growth, self-care, and professional development rather than outsourcing it to others.

Overcoming Limiting Beliefs in Self-RecordingMichael and Ryan tackle the common challenges people face when recording themselves on video. Many struggle with self-observation and discomfort, but Ryan explains how small, intentional steps can help build confidence. He highlights the importance of creating a safe space for people to embrace their presence and reframe their mindset. They also discuss how people often lack an understanding of how their audience perceives them—and how gaining that perspective can be a game-changer for communication and leadership.

Overcoming Fear Through Personal ExperienceMichael shares a pivotal story about his journey in overcoming the fear of public speaking. A required presentation in a business writing class once filled him with dread—until he unexpectedly had to deliver it while battling chickenpox. Despite his discomfort, his authenticity and delivery earned a standing ovation from his classmates. This experience reshaped his confidence, proving that presence and self-belief matter more than perfection. He reflects on how this breakthrough influenced his career as a healthcare executive and later as a business leader.

Public Speaking, Communication, and the Role of TechnologyMichael and Ryan emphasize that public speaking is no longer just for executives—it’s an essential skill for everyone. Whether in boardrooms or virtual spaces, mastering communication can open doors to new opportunities. They discuss how practicing presentation skills leads to greater confidence and effectiveness, regardless of natural talent. Ryan also highlights how technology is leveling the playing field, making it easier than ever for individuals to share their ideas and perspectives on a global scale. The episode concludes with Ryan offering insights and resources for those looking to sharpen their communication skills.

Ryan Carey has the key for your next team development initiative, and he wants to share it with your audience!

With the steady rise of remote jobs in the past few years, on-camera presence has become a vital skill for companies worldwide. And if you could secure more deals, sell more products, or reach higher levels of success just by developing your team’s recording confidence, wouldn’t you?

With BetterOn, your listeners can help their teams grow – and not just on camera. BetterOn has helped countless professionals improve their interpersonal skills, speech skills, mental health, and confidence, increasing their quality of life and feelings of satisfaction/success far beyond their desks.

If your audience is interested in learning how asynchronous video presence can help their and their teams become better professionals, leaders, friends, family members, and team members, Ryan would be a great fit for your show. In your interview he can touch on:

• Ryan’s Journey from YouTube Employee #41 to BetterOn Founder: hear all about how the explosive growth and transformative power of YouTube inspired Ryan to create BetterOn to harness the power of video and elevate workplace communication.
• Investing in Your Team: Great leaders invest in their teams’ success, so everyone comes out a winner.
• Develop Yourself: By prioritizing your own career development as a leader, you’ll model proactive growth and advancement, and your team will follow your lead.
• The Link between Personal Satisfaction and Professional Success: when your employees feel like their best selves outside of work, they feel like their best selves at work. Learn how BetterOn prioritizes developing the whole self so your team can thrive.

Website: https://betteron.com/

LinkedIn: https://www.linkedin.com/in/ryancarey/

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The Leadership Legacy: Estate Planning with Purpose

In this insightful series, I sit down with Sara Ecklein, a California-based professional fiduciary, to unpack the often-overlooked leadership responsibility of estate planning. We explore how proactive planning—through trusts, wills, and end-of-life directives—is not just about assets, but about clarity, care, and legacy.

🔍 Why Estate Planning Matters for Leaders
Sara and I dig into the reality that only one in three Americans have an estate plan. We challenge leaders to rise above this statistic, recognizing that thoughtful planning sets a tone of responsibility, transparency, and foresight for families, teams, and future generations. I reflect on my own estate planning experiences and the emotional fallout that can result when plans are vague or outdated.

🧭 Trusts vs. Wills—And Why Updates Matter
Sara explains the advantages of trusts over traditional wills, particularly when it comes to avoiding disputes and streamlining administration. I share a personal story about naming a guardian in my will and how changing family dynamics made me rethink that choice. We both stress that estate plans aren’t one-and-done—they must evolve as your life, relationships, and leadership journey unfold.

🏢 Estate Planning for Business Owners and Employers
We explore why estate planning isn’t just personal—it’s professional. I encourage business leaders to consider offering estate planning benefits to employees, knowing that the peace of mind it provides has a ripple effect on workplace culture. Sara shares a sobering story of inheriting poorly managed client files, driving home the point: leaders must live—and plan—with integrity.

🛠 Succession and End-of-Life Planning: The Gaps Leaders Miss
Despite careful strategic planning in business, many leaders fail to prepare for succession or end-of-life decisions. Sara and I discuss the humility required to ask for help and the courage it takes to prioritize these uncomfortable but necessary conversations. We offer practical advice: if you can’t do it all at once, start small—but start now.

👪 Naming Guardians and Decision-Makers with Intention
We dive into the importance of selecting guardians and healthcare proxies who are not just family, but fit. Sara emphasizes the value of involving professionals in high-stakes or high-conflict situations, while I remind listeners that choosing the right people—accessible, trustworthy, aligned—is one of the most meaningful decisions a leader can make.

📘 Resources to Get You Started
To support listeners on their estate planning journey, Sara shares her workbook and website—essential tools to help demystify the process. Estate planning isn't just paperwork; it's a leadership legacy that reflects your values, your vision, and your care for those you lead and love.

Meet Sara Ecklein

Redefining Legacy with Compassion and Intention. How we prepare for life’s most challenging moments defines the legacy we leave behind.

Sara Ecklein is passionate about guiding individuals and families with peace, clarity, and compassion through life’s most difficult transitions. As the founder of Trust & Honor, a mindful fiduciary agency based in Northern California, she serves as a trusted advocate for clients navigating end-of-life decisions and planning meaningful legacies. Sara is also the creator and host of The Legacy of Love podcast, where she offers a holistic perspective on redefining the meaning of legacy.

Her mission is deeply personal. After witnessing a loved one’s final three days of life, she gained a profound understanding of the importance of end-of-life care and legacy planning.

With over a decade of expertise in the private fiduciary profession, Sara brings a wealth of knowledge to help seniors and families navigate complex family dynamics, end-of-life care, and trust and estate administration.

A California Licensed Professional Fiduciary and Certified National Guardian, Sara is dedicated to helping her clients build legacies rooted in love and intention. Through her work and family life, Sara continually shapes her own legacy of love—building connections, sharing values, and inspiring others to do the same. She lives in the San Francisco Bay Area with her husband and daughter.

LinkedIn: www.linkedin.com/in/sara-ecklein
Facebook: @Sara Ecklein, CLPF
Instagram: @themindfulfiduciary
Website: www.trustandhonor.co
Podcast: http://feeds.buzzsprout.com/2378190.rss

Free Legacy of Love Workbook: www.trustandhonor.co/workbook

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In this powerful conversation, I sit down with Nick Halaris, a purpose-driven real estate entrepreneur, to explore the evolving landscape of entrepreneurship—and why it’s more important than ever to lead with both ambition and impact.

🧭 Entrepreneurship as a Catalyst for Community ChangeNick and I unpack why more individuals are choosing the entrepreneurial path in today’s transformative era. But we also challenge the narrative that being your own boss is just about personal freedom and financial gain. True leadership means looking beyond profit to ask: How does my work serve my community? Nick shares compelling insights on citizenship and societal contribution, while I highlight the growing trend of entrepreneurship that lacks social alignment—and how we can shift that.

🏠 Real Estate, Resilience & Rebuilding CommunitiesNick gives us a look into his company, Metros Capital, and how it's not just about real estate—it's about rebuilding lives, especially in fire-affected areas of Los Angeles. We also talk about his global reach through his Profit Plus newsletter (serving 20,000+ readers) and The Nick Halaris Show podcast. The conversation is rich with actionable ideas for entrepreneurs who want to blend business acumen with real-world impact.

👨‍👧‍👦 Redefining Success: Why Family Still Comes FirstI reflect on a personal moment—being one of the few dads at my child’s school event—and how it underscored the disconnect many high-performing professionals face between work and family. In a culture that rewards burnout, I share why intentionally choosing family over hustle is a radical (and necessary) act of leadership.

🗣️ Restoring Civility in a Divided WorldNick and I tackle a tough but timely topic: the erosion of civil discourse in workplaces, politics, and beyond. We discuss the unhealed trauma many are carrying post-pandemic and how cancel culture has exacerbated division. But there’s hope. We highlight examples of respectful, productive dialogue—even across political lines—and discuss why a cultural return to empathy and practical leadership is on the horizon.

💼 Creating Workplaces That Actually WorkWhat does it take to build a workplace culture where people want to show up? Nick shares business philosophies grounded in ownership, follow-through, and radical transparency (inspired by Ray Dalio). I weigh in on generational differences in the workforce and why empowering employees to also lead helps prevent burnout at every level. We explore the balance between individualism and service—and why the future of work will be defined by how well we do both.

🎙️ Connect with Nicholas:

• Profit Plus Newsletter: https://nickhalaris.com/
• The Nick Halaris Show: https://nickhalaris.com/podcast

🚀 Ready to lead with purpose?
Visit BreakfastLeadership.com for tools, resources, and coaching that help leaders reduce burnout, create impact, and lead with clarity.

After graduating Stanford Law, Nick built a $150M+ real estate portfolio, but partnering with the wrong people led to legal battles, compliance issues, and a company collapse that nearly destroyed him. Forced to dissolve his business and repay millions while fending off several investigations and lawsuits and almost serving as the government’s key witness in a criminal case, Nick rebuilt his life and career with a renewed focus on “profit with purpose.”

His mission transcends traditional wealth creation; he seeks to redefine wealth as a means for lasting impact. On The Nick Halaris Show, he engages with today’s most innovative thinkers and changemakers, discussing navigating the complexities of the modern financial landscape while fostering profits and meaningful global change.

Through his Profit+ newsletter, reaching over 20K readers, Nick delivers insights at the intersection of finance, entrepreneurship, and purposeful living. He provides practical strategies for building financial resilience, making wise investments, and adopting a mindset that drives value-driven success.
Topics Nick speaks on:
From integrity to impact: Building wealth without sacrificing your moral compass.
How anyone can use the principles of entrepreneurship to create an authentic path to lasting success
The critical role of financial literacy in aligning investments with personal values and global perspectives.
Strategies for more innovative investments to cultivate long-term wealth in an unpredictable global economy.
Frameworks for understanding the relationship between politics, geopolitics, and global macroeconomic forces and the individual’s pursuit of success
Developing financial resilience to navigate both crises and opportunities.
The mindset transformation that turns profit into legacy and financial success into meaningful change.
Understanding that getting rich is not about speed but choosing the right path.

More about Nick:
President of Metros Capital and multiple other 8-figure enterprises where he has invested in over $300M of real estate
Worked with companies like Compass, Keller Williams, Redfin, and CBRE as a real estate leader.
Has been featured inthe Los Angeles Times, LA Business Journal, LA Weekly, and Real Vision.
Served on LA’s homelessness commission and chaired initiatives that built over 10,000 housing units to tackle systemic issues and inspire meaningful change.

To get a sense of Nick, here's a podcast appearance he made on The Hamilton Review. He talks about what goes into living a purposeful life and creating an impact through entrepreneurship.

https://www.linkedin.com/in/nick-halaris-4a25b93/
https://open.spotify.com/show/19hKb9PVk312jtrxCx4CHT
https://nickhalaris.com/newsletter
https://www.linkedin.com/company/metros-capital/
https://www.latimes.com/california/story/2020-09-09/high-of-746-000-for-homeless-housing-audit-says-try-rehabbing-motels-instead
https://labusinessjournal.com/real-estate/jamison-properties-opens-first-ground-units/
https://youtu.be/JeQjZMtHFZM?si=GBhvcP27bt3gQfIt

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🎙 From Single Dad to Financial Powerhouse: Dwight’s Journey to Purpose and Prosperity

In this inspiring episode of the Breakfast Leadership Show, I sat down with Dwight, a former IT consultant turned top-tier financial services and lifestyle coach, to explore his incredible transformation—from single father of five to one of North America’s most successful financial strategists.

🔥 Key Highlights:

💰 Living a Life of Purpose Through Finance
Dwight opens up about his transition from tech to finance, driven by a mission to make a real difference in people’s lives. He shares how he built his personal brand around intentional living and became a bestselling author and podcast host along the way.

🧠 The Power of Critical Thinking & Mentorship
We dove deep into the value of critical thinking in today’s reactive world. I emphasized the importance of the pause—that moment of reflection that creates space for better decisions and stronger boundaries. Dwight echoed this, crediting mentors and mindset shifts for his resilience and success in a new industry.

👂 Active Listening: The Missing Link in Financial Planning
Dwight and I discussed how active listening, storytelling, and empathy are game changers in financial planning. By understanding a client’s full picture—goals, fears, and hopes—he helps people take control of their finances without judgment.

🌀 A Holistic Approach to Helping Clients Thrive
Dwight doesn’t just crunch numbers—he helps people transform their mindset. We talked about the importance of holding space, letting go of victim mentality, and reverse-engineering your desired life. It’s about moving from “what happened” to “what’s possible.”

🧭 Self-Awareness and Small Steps Forward
Financial success starts with self-awareness. Dwight stressed the importance of meeting people where they’re at, setting clear goals, and taking actionable steps. We also agreed on the need to release the grip of past failures and stay grounded in the present.

📚 Financial Education That Empowers
We both believe financial literacy should be accessible. Dwight offers no-cost, no-obligation discovery calls for anyone looking to take the next step. His mission? To demystify money and help people rewrite their financial story.

📱 Social Media and the Mental Health Disconnect
Lastly, we tackled the darker side of social media—keyboard courage, toxicity, and its impact on well-being. Dwight shared how he filters interactions based on value and peace, and we both agreed: It’s okay to block toxicity.

💡 This episode is a must-listen if you’re seeking financial clarity, purpose-driven success, and a reminder that your past doesn’t define your future.

🎧 Tune in now, and get ready to rethink what’s possible—financially, emotionally, and professionally.

About Dwight HeckI help educate people that life success is not just about having enough money; it is about learning what you truly want and taking ownership of where you are. Are you willing? Do you genuinely want to change? How does one figure this all out? How goal setting short- and long-term goals and learning how to live a life within your means by understanding your inflows and outflows of money is a start.

Working on a person 6 inches between their ears through understanding proper associations of people, what they listen/read, and what they do in their daily life. Getting off the hamster wheel of life takes effort, guidance, and personal accountability.

https://GiveAHeck.com

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In this robust conversation, Yosi Kossowsky shares his journey from engineering to executive leadership, revealing the critical gap in traditional education regarding understanding people. He opens up about his growth path—diving deep into emotional wellness, therapy, limiting beliefs, and the neuroscience behind human behavior. Yosi challenges the long-held notion that humans are primarily rational beings, showing how emotions drive decisions and actions more than we often realize.

Decoding Communication and Team Dynamics

Yosi and I unpack how perception and communication are filtered through our personal experiences—and how those filters can cause serious disconnects in teams. I share a common leadership trap: asking “any questions?” in meetings and wondering why no one speaks up. It turns out that psychological safety and peer pressure play significant roles. Together, we emphasize that leadership today must involve creating a culture where understanding, clear communication, and cross-functional respect are non-negotiable.

Navigating Change: AI, the Pandemic & the Modern Workplace

We dive into the disruptive forces shaping our workplaces—AI, remote work, and the lingering impacts of the pandemic. Yosi and I discuss many organizations' struggles in adapting to these shifts, especially with employee engagement, turnover, and generational gaps. Yosi calls for more innovative strategies and deeper support systems to meet today’s evolving demands. I also flag a growing concern: how AI could economically destabilize regions dependent on virtual assistant roles if we don’t plan thoughtfully.

Emotional Mastery as a Leadership Tool

We explore what it takes to manage your emotions in high-stress situations. I introduce one of my favorite leadership tools—the “feeling wheel,” which helps leaders identify emotions beyond just “angry” or “sad.” It’s about using the right emotional tool for the job, not just muscling through—leaders who understand their feelings and why lead with more clarity, empathy, and purpose.

Creating Human-Centered Workplaces

Yosi and I spotlight emotional well-being at work—not as a perk, but as a performance driver. We discuss the urgent need for organizations to cultivate psychological safety, promote self-awareness, and provide authentic coaching, not just check-the-box solutions. It’s time to normalize asking for help and talking about real challenges, because strong teams are built on open communication and mutual support.

Where to Connect with Yosi

Want to learn more about Yosi’s work? LinkedIn is the best place to connect with him. He’s open to conversations and has a booking link for those wanting to explore this work further.

LinkedIn: https://www.linkedin.com/in/ykossowsky/

Website: https://www.k-torconsulting.com/

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Episode Title: From Gym Floor to Franchise Vision: Devan's Journey of Discipline, Impact, and Humility

Show Notes:

Redefining Career Paths: Devan’s Bold Leap into Fitness Leadership
In this powerful conversation, Mike sits down with Devan to unpack his unconventional career shift—from business management to kinesiology and eventually launching his own gym. What started as a personal passion for helping others transformed into a broader mission: building a gym franchise that changes lives at scale. Devan shares the driving forces behind his leap, the courage it took to walk an uncharted path, and the resilience needed to build something bigger than himself.

Franchise Growth with Heart: Leading Without Ego
Devan opens up about the evolution of his gym into a thriving franchise and the deep fulfillment that comes with seeing his vision positively shape communities. What sets Devan apart? His grounded approach to leadership. He doesn’t lead from the top down—instead, he jumps in wherever he’s needed, showing that true leadership is about service. Mike highlights Devan’s humility, noting that this mindset is often what sustains long-term success in business and in life.

Health as the Ultimate Performance Hack
Mike and Devan dive into the critical link between physical health and mental wellness, especially for entrepreneurs and leaders. Mike challenges listeners to rethink their priorities—replacing scrolling time with sweat equity. Devan echoes the importance of customizing fitness to fit real lives and busy schedules, emphasizing that excuses are barriers we build ourselves. If you want high performance, health has to be non-negotiable.

The Discipline Blueprint: How to Show Up for Yourself
Discipline isn’t about motivation—it’s about systems. Devan and Mike explore how developing consistent habits around health, fitness, and mindset fuels personal and professional growth. The secret? Treat your workouts and self-care as appointments that cannot be canceled. They both reflect on how discipline directly improves mental clarity, decision-making, and leadership capacity. If you want to lead others, it starts with showing up for yourself first.

Takeaway:
This episode is a must-listen for entrepreneurs, fitness lovers, and anyone looking to lead a life of purpose and performance. Devan’s story proves that success isn’t about titles or ego—it’s about impact, intention, and the daily disciplines that move you forward.

Website: http://strive11fitness.com/

🎧 Tune in now on your favorite podcast platform or at BreakfastLeadership.com.

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Finding Purpose Through Passion: Sarah’s Journey into Hairdressing

In this heartfelt episode, Michael D. Levitt sits down with his daughter, Sarah, to explore the winding paths we take in our careers and the passions that fuel them. Sarah shares how a visit to a Florida cosmetology school during a trip to see her grandmother sparked a lifelong interest in hair styling. That moment planted a seed that would later grow into a full-blown calling — one that she’s now pursuing at barber school.

Michael reflects on his own unexpected career path, tracing it back to his childhood fascination with baseball cards, which eventually led to a successful career in accounting. In a candid moment, he opens up about the personal toll of his divorce and its impact on his family, offering a message of hope and healing for anyone navigating life’s tougher chapters.

From Setbacks to Comebacks: The Grit Behind Sarah’s Hairdressing Career

Sarah takes us behind the scenes of her journey into the hair industry — a path filled with obstacles including financial constraints, educational hurdles, and challenges in workplace dynamics. Despite these setbacks, Sarah’s unwavering determination helped her earn her credentials and build real-world experience across salons and barbershops.

When she faced difficulties transferring her Canadian license to the U.S. and finding stable opportunities in her new environment, Sarah didn’t give up. Instead, she doubled down on her passion and remains focused on reigniting her career in the States. Her story is a powerful reminder that growth often begins in the trenches.

Grief, Growth, and the Power of Dreams: Honoring a Grandmother’s Legacy

The loss of her beloved grandmother — her best friend and biggest supporter — became a turning point for Sarah. Rather than giving in to grief, she chose to channel her emotions into a meaningful goal: becoming a hair stylist. Enrolling in barber school became both a healing journey and a way to honor her grandmother’s legacy.

Now, a year later, Sarah is back in the U.S., diploma in hand and hope in her heart. Her transformation is a testament to the power of purpose, even in the midst of profound personal loss.

Resilience, Passion, and Clarity in Career Choices

Michael highlights the resilience Sarah has shown throughout her journey — something he sees as a vital ingredient in long-term career success. Together, they discuss the stability and creative fulfillment the hair industry can offer, especially during economic uncertainty.

Michael encourages Sarah to stay aligned with her passion, trusting that the right path will reveal itself through self-reflection, creativity, and deep listening. Whether it's behind the chair or in another meaningful direction, Sarah’s journey is far from over — it’s just getting started.

Instagram: https://Instagram.com/Hairtasticbysarahhhhh

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From Blue Collar Roots to Boardroom Success: Intrapreneurship, Culture, and Growth with Ken Rusk

In this powerful episode of the Breakfast Leadership Show, I sit down with Ken Rusk, author of Blue Collar Cash, to explore how alignment, action, and authentic leadership can transform both lives and businesses.

Ken shares his incredible journey—from a blue-collar background to building a thriving franchise organization—grounded in the philosophy of intrapreneurship and a deep commitment to his employees’ futures. We discuss why businesses excel when individual and organizational goals are aligned, creating what I call a synergistic momentum that fuels performance and retention.

I also reflect on my time leading teams in the Asset Management division for Fortune 500 clients. We implemented a unique collaborative debriefing strategy that brought together cross-project teams, fostering camaraderie and making team members more agile and interchangeable. This approach not only increased efficiency but also drew the attention of global leadership for its impact on client growth without the need for added consultants.

Ken and I dive into the critical role of employee development and cultural growth. He underscores the importance of helping employees visualize their goals and stay motivated within an organization that values and nurtures their ambitions. I expand on how culture isn’t just an internal function—it’s something customers feel. A thriving culture strengthens an organization’s resilience and ability to navigate disruption.

Ken’s bestselling book Blue Collar Cash—inspired by letters he wrote to his daughter during a health crisis—has unexpectedly become a blueprint for corporate teams aiming to build stronger, more connected workforces. It’s now used in team-building and leadership development programs across the country.

We wrap up with a focus on entrepreneurial growth through action. Ken and I align on this simple truth: growth doesn’t come from theory—it comes from action. Whether you're reading a book, taking a course, or listening to this podcast, the key is to implement, not just absorb.

Ken also invites listeners to visit kenrusk.com to learn more about his book, online course, and consulting services designed to empower individuals and teams.

Book: Blue Collar Cash

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🎧 Episode Summary:In this uplifting and timely episode, we help you redefine what summer relaxation looks like in 2025, even amidst inflation, rising costs, and tightened budgets.

Source mentioned in the show:

How to Enjoy Summer 2025 Without Breaking the BankDrawing on his global expertise in burnout prevention and workplace wellness, we share actionable, no-cost ways to recharge your mind, reconnect with your values, and refocus your energy during the summer months.

You’ll discover how small, intentional choices like savoring a morning coffee, unplugging from your phone, and spending meaningful time with loved ones can create peace and joy without requiring a big financial investment.

Because summer isn’t about what you spend—it’s about how you show up.

💡 What You'll Learn:* Practical ways to enjoy summer without spending money * How mindset shifts can unlock joy and inner calm * Budget-friendly ideas for creating rest and renewal * The power of presence and digital detoxing * Why summer is the perfect season to reset and reflect

🔗 Related Resources & Links:* How to Reclaim Your Time and Focus Again * Recover from Burnout Without Spending Money * The Healing Power of Nature in Burnout Recovery * Finding Stillness in Chaos

📌 Subscribe & ReviewIf you enjoyed this episode, please subscribe and leave a review on Apple Podcasts, Spotify, or your favorite listening platform. Your feedback helps more people discover the show and find the peace they deserve this summer.

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Fostering High-Performance Culture Without BurnoutIn this episode, leadership coach Shauna Moran joins Michael Levitt to explore how organizations can build a high-performance culture without sacrificing employee well-being. They dive into the unique challenges women face in the workplace, particularly burnout, and the urgent need for systemic change. Michael reinforces that organizations must prioritize well-being as a core strategy, not an afterthought. Together, they break down how businesses can embed wellness into their systems, processes, and culture, equipping leaders with the skills to prevent burnout and foster sustainable success.

The Four-Day Work Week: A Game-Changer for RetentionShauna shares firsthand insights from implementing a four-day workweek for a client, emphasizing the need for strategic planning, organizational readiness, and data-driven decision-making. The results? A 50% increase in employee retention. Michael builds on this, highlighting the importance of stakeholder involvement in significant organizational changes—drawing from his healthcare leadership experience, where projects often fail due to a lack of frontline input. They unpack the biggest pitfalls in scaling businesses, such as poor documentation and a lack of standard operating procedures, and why fixing these issues is critical to long-term success.

Proactive Leadership: The Key to Workplace WellnessShauna and Michael challenge the traditional reactive approach to employee wellness, advocating for proactive leadership strategies that support long-term retention and engagement. Michael doesn’t hold back—he calls out leaders for overworking employees and sending after-hours emails, urging them to rethink their approach to work-life balance. They both agree that if you want to retain top talent and create a thriving workplace, leadership must set the tone for a culture of well-being and respect.

Website: https://www.shaunamoran.com/

LinkedIn: https://www.linkedin.com/in/shaunamoran/

Book: https://amzn.to/3FCCLJJ

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Transforming How We Work: Rethinking Operating Models with Jen from Talk Point Advisory Group

In this thought-provoking conversation, I sat down with Jen from Talk Point Advisory Group, a boutique consulting firm that helps organizations reimagine and revitalize how they operate. We dove deep into the often-overlooked world of operating models — the blueprint behind how work gets done — and why companies need to stop letting these frameworks evolve by default.

Rethinking How Work Gets Done

Jen and I explored how an organization’s operating model influences everything from decision-making to resource allocation. She shared powerful insights about making these models more intentional, especially when “invisible rules” — embodied by figures like the mythical “Beth” who holds power without a title — shape how teams function. I emphasized that when organizations fail to design and adapt their operating models, they often become the next cautionary tale — a statistic in the high failure rate of businesses unable to pivot in a changing market.

Legacy Systems vs. the Digital Future

Too often, companies bring in top talent with high hopes but then box them into outdated systems. Jen and I discussed how legacy organizations must shift from rigid, project-based structures to nimble, product-focused approaches. This isn’t just about upgrading systems — it’s about transforming culture, developing new skill sets, and staying laser-focused on customer experience. Because in this fast-moving digital age, survival depends on relevance.

Breaking Down Silos: A Lesson from 3M

We’ve all seen the damage siloed thinking can do. I shared how industrial-age approaches, like those once used by GM, keep innovation locked behind walls. Jen illustrated how companies like 3M broke free — giving employees space to experiment, leading to inventions like the Post-it Note. This isn’t just a story about sticky paper; it’s a testament to the power of cross-functional freedom and creative autonomy.

Collaboration That Fuels Innovation

Jen highlighted the power of horizontal collaboration in successful product teams. Drawing inspiration from NASA’s Apollo 13 mission and our everyday digital tools, she emphasized how solutions to complex problems emerge when different disciplines truly work together — not in silos, but side-by-side.

The Overlooked Power of Marketing

In one of my favorite moments, I admitted I wish I had focused more on marketing in college — it’s that essential. Jen and I talked about why marketing isn’t just a department, it’s a growth engine. When accounting and marketing speak the same language, businesses gain the insight to fuel smart investments and sustainable expansion — especially during challenging times like inflation or global uncertainty.

Culture Drives Everything

Culture isn’t just a buzzword — it’s the soul of your organization. I reflected on transforming a healthcare organization by simply listening and responding to what our people needed. Jen and I agreed: when organizations clarify decision-making and empower their teams, magic happens. Engagement rises, turnover drops, and performance soars.

Fixing the Customer Experience (for Real)

Improving customer experience isn’t a quick fix — it requires rooting out the hidden obstacles: tech inefficiencies, outdated processes, and — you guessed it — silos. Jen walked us through how her team helps organizations simplify, streamline, and finally push past the 75% “stuck” point where so many give up. We wrapped up by underscoring the need for persistent effort and aligned support, and I encouraged our listeners to connect with Jen and the team at Talk Point Advisory Group for guidance.

Ready to Rethink Your Operating Model?

If you’re ready to stop leaving your organization’s performance to chance, this episode is a must-listen. Connect with Jen and the Talk Point team to start the conversation and unlock the full potential of your organization.

Website: https://www.tuckpoint.com/

LinkedIn: https://www.linkedin.com/in/jgswanson/

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Charting Your Course: A Business Navigation System That Aligns Strategy, Intuition & Purpose

In this episode, we dive deep with Tim Dwyer, a visionary who has spent over three decades developing a true "Google Maps for business"—a navigation system that integrates logical strategy, heart-centered leadership, and deep intuition. Tim’s entrepreneurial spark ignited at age 12 during a petrol strike in Australia, selling coffee to stranded drivers. That ingenuity evolved into a career dedicated to helping leaders and organizations find their true north in complex business environments.

Emotional Intelligence: The Leadership Edge We Can't IgnoreTim and I explore how tapping into our emotional intelligence is not just a personal growth strategy—it's essential for leadership effectiveness. When decisions flow from inner alignment, clarity and momentum follow. When there’s chaos? That’s your signpost that something’s off. Tim shares his emotional mapping system, while I add insight on how untrained managers often default to poor leadership patterns due to lack of emotional grounding and practical guidance.

Emotional Ownership: The Cornerstone of Healthy Work CulturesWe take an honest look at the drama that unfolds when leaders deflect emotional responsibility. Tim breaks down how full ownership of our emotional responses dismantles blame and invites maturity into the workplace. I couldn’t agree more—teams thrive when leaders stop pointing fingers and start showing up with accountability and self-awareness.

Foresight in Leadership: Seeing the Iceberg Before You Hit ItI share a recent conversation with an organization considering a bold move they may not be ready for—an all-too-common scenario. Using an oceanic analogy, I explain why leaders must develop foresight to navigate risk and avoid future burnout. It’s not about playing it safe—it’s about making sure your ship is seaworthy before you launch into deeper waters.

Capability Development: Growing Beyond Your Comfort ZoneTim outlines the predictable stages of business growth and the leadership capacity needed at each level. Whether you're leading a team of 10 or scaling to 1,000, the same principles apply: sharpen your skills, solidify your culture, and develop internal navigational systems that support sustainable growth. And yes, this applies whether your team is made up of employees, freelancers, or AI tools—culture and capability remain your anchors.

Curiosity, Reflection & Purpose: A Blueprint for Leadership RenewalWe talk about the often-overlooked power of self-reflection. I encourage listeners—whether you're on the front lines or in the C-suite—to step back, get curious, and revisit past experiences with grace, not judgment. The goal? To realign with your purpose and reignite your leadership impact. Distraction is the disease—curiosity is the cure.

Authentic Culture: More Than Ping-Pong Tables and Mission StatementsTim shares a powerful case study of a software company that had great perks but lacked true cultural alignment. Once the leadership reconnected with their original vision and re-established meaningful cultural agreements, collaboration and energy returned. The result? A culture that magnetized both top talent and ideal customers. As I often say—culture isn’t what you write on the wall, it’s how your people feel every day they walk through the door.

Tim’s Upcoming Book: A Must-Read for Every Leader Navigating ChangeWe wrap with a preview of Tim’s upcoming book, launching August 2025. Packed with stories, case studies, and actionable strategies, this book is designed for businesses of every size—from startups to scaling giants. You can pre-order your copy now at tolemy.com. If you’re serious about leading with clarity and growing without losing your soul, this one’s for you.

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Unlocking Spiritual Intelligence, Calm Leadership, and AI Resilience in the Workplace

In this compelling episode, I sit down with Amy to explore three powerful themes that are reshaping today’s workplaces: spiritual intelligence, leading through chaos, and navigating the rise of AI with confidence and compassion.

Part 1: Spiritual Intelligence in the Workplace
Amy shares her transformational journey—from corporate executive to purpose-driven leader—sparked by a personal spiritual awakening. We dive into how spiritual intelligence can create workplaces that foster well-being, alignment, and sustainable productivity. This isn’t about religion—it’s about intentional awareness, empathy, and a values-driven culture that fuels human performance.

Part 2: Navigating Chaos With Calm and Innovation
Together, we examine how calm leadership can be a competitive advantage in uncertain times. Amy introduces the concept of “Edgewalkers”—individuals who thrive on the edge of chaos and help others find clarity amid the noise. I reflect on my own leadership experiences, including how postmortem meetings helped my teams learn from failure and bounce back stronger. Innovation, we agree, often emerges in the messiest moments—if leaders are equipped to lead with presence and poise.

Part 3: Addressing AI and Automation Fears
With automation accelerating, fear is rising among employees. Amy and I tackle the emotional side of digital transformation, emphasizing the need for leaders to recognize change archetypes within their teams. We discuss how trust, transparency, and emotional intelligence can ease transitions and unlock the creative potential of AI. The future of work isn’t just about tech—it’s about trust, connection, and leading from within.

🎙️ Tune in if you’re a leader, changemaker, or future-focused professional ready to lead with clarity, calm, and compassion.

As the founder of the executive coaching firm Create Magic At Work®, Amy Lynn Durham is a seasoned business leader and executive coach with a bold vision: transforming workplaces into vibrant centers of creativity, productivity, and fulfillment. Drawing upon her extensive experience as a former corporate executive in the telecommunications industry, Amy emphasizes the need for holistic approaches to organizational development and leadership enhancement.

The executive coaches at Create Magic At Work® envision workplaces where magic is not just a mystical concept but a tangible reality, brought to life through intentional leadership, innovative strategies, and a culture of collaboration. As the driving force behind Create Magic At Work®,

Amy hosts the globally renowned Create Magic At Work podcast and authorizes a book by the same name. The team at Create Magic At Work® aims to inspire and help foster workplaces that thrive as environments where magic is not just a mystical concept but a tangible reality.

Connection Links:

Book: https://amzn.to/4bg4oUU

Website: https://createmagicatwork.net

LinkedIn: https://www.linkedin.com/in/amylynndurham/

LinkedIn Business: https://www.linkedin.com/company/create-magic-at-work/

Instagram: https://www.instagram.com/createmagicatwork

X: https://x.com/durham_amy

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Meditation Transitions in Workplace WellnessIn this episode, Jillian and Michael share their journeys from corporate careers to prioritizing meditation and workplace wellness. Jillian, a former publishing company owner, discovered the power of meditation in preventing burnout and made it her mission to teach others. Michael, a healthcare leader turned workplace culture strategist, shifted his focus to addressing burnout at its root. They explore how meditation has become a vital tool for maintaining work-life balance, especially in today’s demanding professional landscape.

Youth Stress and Chronic IllnessMichael and Jillian dive into the rising stress levels among Millennials and Gen Z, discussing how anxiety and chronic stress are manifesting in younger generations. Michael raises concerns about premature aging trends, while Jillian highlights how a “tired but wired” nervous system can lead to panic, paralysis, and long-term health consequences. They emphasize the need for internal solutions—like meditation and self-reflection—over quick external fixes. Jillian also notes the growing prevalence of chronic illnesses among young people, a trend that could impact overall life expectancy.

Openness to Change and Personal GrowthChange is inevitable, but embracing it is a choice. Jillian discusses the importance of recognizing when we’re ready for transformation, while Michael highlights self-reflection as a key driver of personal growth. He stresses that we have more control over our circumstances than we often believe. Together, they reinforce the idea that prioritizing personal well-being isn’t selfish—it positively impacts everyone around us. Growth and change, they agree, are essential for both individual fulfillment and societal progress.

Meditation as a Daily Reset ToolJillian introduces her book Do Reset, which redefines meditation as a practical daily reset rather than a complex practice. She dispels the myth that meditation is about silencing thoughts, explaining instead how it trains the mind for better resilience, focus, and decision-making. Michael shares his own experiences with meditation, underscoring the importance of embracing thoughts rather than resisting them. They agree that small, consistent resets throughout the day can create a profound impact on overall well-being.

Jillian’s Meditation Center WorkMichael and Jillian also discuss Jillian’s work at the London and New York Meditation Centers. For those interested in learning more, Jillian encourages listeners to visit the centers’ websites.

Websites:

https://www.londonmeditationcentre.com/

https://newyorkmeditationcenter.com/learn-to-meditate/

Book: (Available April 2025)

https://amzn.to/4hZTGEH

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Living Through the Aftershock: COVID-19’s Lasting Impact on Our Lives and Leadership

In this deep and wide-ranging conversation, Amrita Subramanian and Michael D. Levitt explore the profound and lingering effects of the COVID-19 pandemic—not just on health systems, but on our humanity, leadership, and everyday decisions.

Reckoning With Collective Trauma
The episode opens with a candid reflection on how society continues to carry the emotional residue of the pandemic. Amrita underscores the importance of acknowledging that crisis is not an interruption—it’s a constant. Michael builds on this by noting how many individuals still carry unprocessed trauma, often triggered by subtle reminders from the pandemic era. Leaders, he argues, must create space for that healing, not push people to simply “move on.”

Mortality, Reflection, and Missed Opportunities
Amrita shares that COVID-19 accelerated deeper societal trends and forced a confrontation with mortality. Michael adds that the pandemic was a moment when the world could have come together—yet instead, we saw fragmentation. Together, they challenge listeners to reflect on whether we’re growing from the crisis—or avoiding it.

Growth Through Adversity
Both hosts explore how some individuals used the pandemic as a springboard for transformation. Amrita calls these people "magnets"—those who attract possibility through growth and reflection. Michael discusses how our choices ripple outward, affecting teams, families, and communities, and urges leaders to lean into thoughtful, values-based decision-making.

Making Peace With Chaos
In a thought-provoking segment, Amrita reframes chaos—not as disorder, but as the natural state when clarity and consensus are missing. Michael and Amrita discuss the necessity of continuous learning and the paradox of a generation navigating both truth and noise. The takeaway? We’re standing at a crossroads that could lead to either a new renaissance—or a descent into disconnection.

Humility and Leadership in Uncertain Times
Amrita calls for a return to humility, especially in leadership. She advocates for an unlearning of rigid systems and encourages empathy-based decision-making. Michael echoes this, pointing to the dangers of ego in crisis and the importance of making choices grounded in service and self-awareness.

Decisions That Shape the Future
Michael shares strategies for making clear-headed decisions amid chaos—removing emotion from the process and using systems like checklists to stay aligned. Amrita offers a counterbalance: the role of curiosity and inner wisdom in guiding leaders toward choices that benefit the greater good. Together, they highlight the legacy we’re leaving for the next generation—a chance to lead with civility, courage, and care.

Living Fully, Leading Wisely
The episode closes with reflections on what it means to live a fulfilling life. Amrita encourages gentle self-examination, while Michael reminds us that leadership starts with personal responsibility—and a commitment to making choices that serve not just ourselves, but those around us.

Amrita is a former Fortune 500 VP who has devoted 22+ years of her career to helping organizations thrive amid crises. She is also a trailblazer in post-disruptive growth as a faculty member at the University of Pennsylvania and a guest lecturer at Wharton. She has almost completed her Ph.D. on post-traumatic growth in adults through COVID-19. As the world faced the first collective trauma/crisis disruption in modern-day history, the COVID pandemic, Amrita launched a first-of-its-kind study to explore how pain leads to growth and analyze our ability to heal ourselves during an unparalleled crisis. Her work is dedicated to providing education and practical solutions for individuals and communities worldwide. Her lessons draw from the evidence-based practices of everyday people who have shown heartfelt humility and wisdom in the face of crisis and devastation. The research study has amassed global participation, and she is convinced that it will show the pandemic strengthened us and renewed our sense of identity, purpose, and community. Amrita knows well that there is growth from trauma based on what she's endured in her own life. At the age of five, she was abandoned in a convent. The trauma and abuse she endured throughout that time resulted in selective mutism until she was 11 years old, among other things. Amrita is now using her voice to help guide humanity and speak out about the many facets of pain and what good could come from them. On the podcast, she would love to talk about:* What happens to the future and nature of work (employees, employers, departments, engagement, stress, fatigue, etc.) following the collective trauma we all walked through? * What is the nature of post-disruptive/post-crisis leadership? Who do we need to be to lead ourselves to the next edge of growth and harmony, given crises are only now going to be constant (economic or ecological)? * The pandemic is still largely under-processed, and folks do not seem to be making denial a choice. People seem to be hungry to process what they experienced. This article explains why we need to talk about and process pain and how pain can also lead to growth.

To get a sense of Amrita, here's an episode she did recently on The Trauma Therapist Podcast, where she talked about how her life has been shaped by continuous growth from trauma.

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Disrupting Status Quo for Business GrowthMichael and Lisa discussed the importance of disrupting the status quo for business growth. Lisa emphasized the need for leaders to challenge their current processes and embrace innovation to overcome plateaus and achieve growth. They agreed that the combination of people, process, and technology is crucial for business success.

Technology Should Enhance Human CapabilitiesMichael and Lisa discussed the importance of understanding employees and processes before implementing technology. They emphasized that technology should be used to enhance human capabilities, not replace them. Lisa introduced the concept of "super fast, bad" to describe the potential negative outcomes of technology implementation without proper understanding. Michael highlighted the need for organizations to adapt to the changing workforce and acknowledged the challenges faced by leaders in creating a culture that works for everyone. They also touched on the issue of disengaged employees and the need for organizations to adapt to the changing workforce.

Innovation Process for Business GrowthLisa emphasized the importance of innovation in businesses to adapt to the rapidly changing world. She proposed building an innovation process to leverage employees, customers, and clients' ideas, and to create a constant flow of new ideas to drive growth. Michael agreed, highlighting the need for internal marketing and creating a safe environment for employees to share ideas. He used the example of 3M and the Post-it notes to illustrate how an idea can lead to significant innovation and success.

Fostering Creativity and Self-Reliant LeadersLisa and Michael discussed the importance of creating an environment where people can be creative and innovative, rather than being constrained by job descriptions and measurements. They emphasized the need for leaders to step back and let their team members do their jobs, as this fosters growth and development. They also highlighted the significance of succession planning and decentralizing decision-making to grow self-reliant leaders. The conversation concluded with the importance of hiring people who are better than oneself, as this benefits both the individual and the organization.

Lisa Offers Self-Reliant Leadership ProgramLisa offered her self-reliant leadership program to Michael's audience, including an innovation engine blueprint and an innovation clarity call. She encouraged leaders to reach out to her via LinkedIn for more information. Michael appreciated the offer and encouraged his audience to take advantage of it, emphasizing the importance of continuous growth and improvement.

🎙️ Breakfast Leadership Show | Guest: Lisa L. Levy
Episode Title: "How to Build a Business That Runs Without You—And Grows Without the Chaos"
Host: Michael D. Levitt | Burnout & Workplace Culture Expert

🔗 Subscribe: YouTube | Podcast
📣 Book Michael to Speak: BreakfastLeadership.com/Speaking

EPISODE OVERVIEW:

What if your business could scale without you having to white-knuckle the wheel every day?

In this powerful conversation, I sit down with Lisa L. Levy, the brilliant disruptor behind Lcubed Consulting and author of the #1 best-seller Future Proofing Cubed. Lisa has helped thousands of founders stop putting out fires and start building businesses that can run—and grow—without them.

If you’re a founder or executive tired of being the bottleneck in your own business, this is your wake-up call.

Lisa breaks down her proprietary Adaptive Transformation™ Framework, which boosts productivity by 40% while reducing operational bottlenecks by 65%. It’s not theory—it’s a proven method for empowering leadership teams to take the reins, so you can actually lead… not manage chaos.

🔥 WHAT YOU’LL LEARN IN THIS EPISODE:

• How to break your business (strategically) to build a more resilient one
• The “Freedom Framework” that enables $15M+ founders to step back without losing control
• Why “That’s how we’ve always done it” is a dangerous phrase for scaling companies
• How to align people, process, and tech to weather any storm
• Real strategies to turn reactive teams into self-reliant leaders who think like owners

ABOUT LISA L. LEVY:

Lisa is the Founder & CEO of Lcubed Consulting and host of the Disrupt and Innovate podcast. Known for her no-nonsense approach to operational transformation, she helps visionary founders shift from stuck to scaling through clarity, enablement, and performance.

She's an award-winning leader, a transformational guide, and a true advocate for empowering businesses to run without the founder on speed dial.

Follow Lisa and mention "Innovation" and you hear Lisa on the Breakfast Leadership Show!
📱 @lisallevy | @lcubedconsulting
🌐 Website

RESOURCES MENTIONED:
📘 Future Proofing Cubed – Get the book: Amazon
🎧 Disrupt and Innovate podcast – Listen Now

LET’S CONNECT:
🔗 LinkedIn: MichaelDLevitt
🐦 X (Twitter): @bfastleadership
📸 Instagram: @bfastleadership
🎙️ More Interviews: BreakfastLeadership.com/media
📚 Books: Browse all

If you enjoyed this episode, share it with a fellow leader who's ready to get out of the weeds and into true leadership.

📩 Subscribe, rate, and leave a review!

LeadershipTransformation #BusinessWithoutBurnout #AdaptiveLeadership #FounderFreedom #BreakfastLeadershipShow #LisaLLevy #SelfReliantTeams #BusinessScalability #OperationalExcellence

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Seeing the Unseen: Kevin’s Journey Through Business, Blind Spots, and Redemption

In this deeply introspective episode of the Breakfast Leadership Show, I sat down with Kevin, a business owner and consultant whose journey is as cautionary as it is inspiring.

Kevin pulls back the curtain on his early days—driven, ambitious, but unaware of the blind spots that would later cost him everything. From selling a business during the height of the .com boom to entering a consulting deal that spiraled into a federal fraud case, Kevin's story is a sobering reminder of how even well-intentioned professionals can find themselves in unthinkable circumstances. His experience led to 33 months in federal prison for a crime he didn’t knowingly commit.

But Kevin's story doesn’t end in incarceration—it begins there. What followed was a profound period of personal growth. Kevin speaks candidly about the thinking errors and unconscious biases that clouded his judgment and how this hard-earned clarity sparked a lifelong commitment to self-awareness and helping others see what they might be missing.

Together, we explored the dangers of overlooked blind spots in leadership—how they lead to disengagement, poor communication, and costly turnover. We talked about the Gallup report highlighting the steep drop in employee engagement and what organizations must do to reverse that trend. Hint: it starts with middle management and a real investment in people—not just performance.

Kevin also introduced his Blind Spot Assessment, a powerful tool used by organizations including the American Board of Radiology to identify and address cognitive gaps in leaders. Whether for candidate screening or leadership development, it’s becoming a game-changer in building healthier workplace cultures.

This episode is a masterclass in leadership accountability, personal transformation, and the human capacity to rise from failure. Kevin’s bestselling book, Blind Spots: Why Good People Make Bad Choices, dives even deeper into his story—and it’s well worth the read.

If you’ve ever wondered how a leader can go from success to setback and back again—this one’s for you.

Website: https://BlindSpots.com

Book: https://amzn.to/3YMsJfQ

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From the Streets to Significance: Ken’s Incredible Journey of Redemption

In this powerful episode, I sit down with Ken—a remarkable individual whose life journey redefines perseverance, transformation, and the human spirit. Born into hardship as the son of a teenage runaway and a pimp in New York City, Ken’s early years were marked by instability, foster care, and adoption. Despite earning his way to Dartmouth and achieving academic success, he faced a decades-long battle with addiction, homelessness, and multiple felony convictions.

But Ken’s story doesn’t end in darkness. In September 2024, he proudly celebrated 20 years of sobriety. Now a thriving business owner, Ken channels his energy into uplifting others and paying it forward.

The Turning Point: Choosing Growth Over a Life Sentence

Ken opens up about his time in prison, sharing a raw and honest perspective on the prison system, recovery, and the choices that can change everything. He identifies three common paths among inmates and the pivotal mindset shift that ultimately saved his life. During his third incarceration, Ken committed to rebuilding every part of himself—mentally, emotionally, physically, and spiritually. That commitment led him to a halfway house, a dedicated sponsor, and the intentional decision to reconnect with society in a meaningful way.

"Becoming Ken": A Story of Hope, Healing, and Humanity

Ken’s book, Becoming Ken, is more than a memoir—it’s a blueprint for transformation. We dive into the book’s core themes: understanding personal motivation, embracing pain as a teacher, and the critical importance of self-awareness and growth. Writing this book was no small feat, and Ken’s transparency about the process is both inspiring and empowering for anyone facing life’s hard chapters.

Hard Truths, Bold Choices, and a Call to Action

Ken and I also unpack the importance of courage in making life-altering decisions. He reminds us that pain isn’t something to avoid—it’s something to navigate. And when you face it head-on, healing becomes possible. Ken urges listeners to seek support, make bold choices, and above all, give back. His book launch is right around the corner, and he welcomes anyone who wants to learn more or connect directly.

🎧 Tune in for this unforgettable conversation—because no matter where you’ve been, your story isn’t over.

Meet Kevin Miller I'm Ken Miller, CFRE, and I help individuals and organizations harness the power of resilience. My message goes beyond survival—it's about reclaiming identity and integrity in adversity. Resilience is an act of self-assertion and radical love, a testament to transforming suffering into strength.

Through speaking engagements, seminars, and small group work, I guide leaders and teams in navigating setbacks to unlock their true potential. My clients experience relief, clarity, and inspiration, gaining practical insights to empower themselves and their organizations.

My passion stems from my own journey—20 years of homelessness, the support I received, and my transformation into a successful business owner and Ivy League graduate. As a Black man who has overcome immense challenges, I share an authentic, powerful message of hope, success, and resilience. Let’s explore resilience together and inspire growth through courage and compassion.

Book Launch May 19 2025: https://becomingkenbook.com/

LinkedIn: https://www.linkedin.com/in/kenmiller84/

Speaking: https://kenmillerspeaks.com/

X: https://x.com/DenaliFSP

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🎙️ 27 Years of Gold: Dana’s Journey Through the Precious Metals Market
In this episode of the Breakfast Leadership Show, I sit down with Dana from American Gold Exchange—an industry veteran with over four decades of experience in precious metals. Dana’s company has not only been around for 27 years but has also facilitated over $2 billion in business. He shares fascinating stories from her early days working with Jim Blanchard, a key figure in the relegalization of private gold ownership in the U.S.

📈 Central Banks, Sanctions, and Gold’s Role in a Shifting Economy
We dive deep into what’s happening in the global economy—from record gold buying by central banks to how U.S. sanctions on Russia are reshaping the market. Dana explains the rare moment when gold outpaced U.S. Treasuries as a go-to safe haven, and I highlight why understanding economic cycles and supply chains is vital for navigating these changes.

💡 Why Diversifying With Gold Just Makes Sense
With over half of the Fortune 500 from the year 2000 no longer around, diversification isn’t just smart—it’s essential. Dana and I unpack why gold, with no counterparty risk, continues to be a reliable store of wealth amid market volatility. It’s not about betting everything on one asset—it’s about protecting what you've worked hard to build.

💸 U.S. Debt, Political Divide & Financial Resilience
We also explore the ballooning U.S. debt and what it might take to reverse course. While a course correction could be painful, Dana and I agree it’s necessary for long-term financial health. We also touch on how the current political divide is adding stress to Americans' wallets—and why now is the time to take control of your financial future.

🔐 Gold: A Safety Net, Not Just an Investment
Gold isn’t just a wealth-builder—it’s an insurance policy. Dana breaks down how it fits alongside other financial tools like stocks and bonds, offering stability and liquidity when markets go sideways. he also explains how American Gold Exchange operates as a physical dealer with a consultative, fair-priced approach. I encourage listeners who are considering gold to reach out and learn more—because knowledge is power, especially in uncertain times.

Dana is the Founder and President of American Gold Exchange (AGE), a leading national precious metals and rare coin company specializing in dealer-to-dealer trading and direct-to-consumer sales.

He has been active in the physical gold and silver markets for 43 years and is a nationally recognized expert on vintage, pre-1933 US gold and silver coins.

Dana is also recognized as an authority in the precious metals industry and has been interviewed by major media outlets, including Forbes, Market Watch, and Fox Business.

Because precious metals market prices are impacted by the US economy, the global economy, interest rates, currency fluctuations, international events and especially inflation of late, Dana has become very knowledgeable in all of these areas and can speak in depth as to what is happening and why in all of these markets, especially as to how they affect precious metals prices in dollars and in other currencies.

This year marks the 25th anniversary of AGE. Their business model is based on repeat business and referrals, and they enjoy the continued endorsement of a host of nationally recognized investment newsletter writers, financial advisors, and hard asset proponents.

AGE also has an impeccable national reputation for honesty and integrity with their peers and clients, holding an A+ Better Business Bureau rating and almost perfect Trustpilot customer reviews.

Dana began his career in the early 1980s as a personal protege of James U. Blanchard III, one of the great industry giants and the individual most responsible for the re-legalization of private ownership of gold in the US in 1974. Did you know gold was illegal to own in the US between 1933 and 1974?

He is also a past President of the Professional Numismatists Guild, the premiere organization of US rare coin dealers, whose principal goal is to uphold high standards of excellence among dealers so that trading in rare coins is risk-free for investors and collectors.

As president, Dana conceived of and contributed to the establishment of the Anti-Counterfeiting Task Force, which today collaborates with Homeland Security and the Secret Service to identify and seize counterfeit bullion coins and bars (over $100M in street value thus far).

Topics of interest:

• The US economy (the dollar, inflation, interest rates hikes, etc.) and its effect on precious metals prices.
• Precious metals and rare coins as investments and hedges against financial uncertainty and inflation.
• Dana's investing tips on the best ways to own precious metals both in modern bullion and in vintage, pre-1933 US gold and European gold coins. He can also touch on the best practice do's and don'ts when buying and selling, and the best ways to store and insure your physical holdings.
• Where the precious metals industry is headed and future opportunities for investors to make money in the markets.

To get a sense of Dana, here's an episode he did on the Rich Dad Radio Show with Robert Kiyosaki, where he talked about what drives the price of gold.

Website: https://www.amergold.com/

(info@amargold.com) for more information on investing in gold and other precious metals.
Rich Dad Radio Show: https://www.youtube.com/watch?v=9s8cj3Nt6g4

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Reimagining Affordable Healthcare with Mark Newman of Nomi Health

In this compelling episode, Michael connects with Mark Newman, co-founder and CEO of Nomi Health, to tackle the unsustainable state of the U.S. healthcare system. Mark shares a bold vision: rebuilding healthcare from the ground up to be 30–50% more affordable. With every American contributing $1,600 annually to Medicare, Mark emphasizes that we can't afford not to innovate. Together, they unpack how business-minded strategies can drive healthcare transformation—making it not only more cost-effective but more accessible for everyone.

Cutting Through Complexity: Transparent Pricing in Healthcare

Michael and Mark dive deep into one of the healthcare system’s most pressing pain points: the lack of pricing transparency. From surprise bills to excessive admin burdens, they expose how the system drives up costs and burns out providers. Mark offers a refreshing solution—transparent, upfront pricing with no copays or deductibles. This model empowers patients, increases provider compensation, and saves employers and families money. It’s a call to action for simplicity and clarity in care.

Preventative Care: The $500 Billion Solution

What if we could save half a trillion dollars a year by focusing on prevention instead of reaction? Mark presents a transformative idea: double the compensation of primary care providers and pivot the system toward proactive, preventative care for every American. The initial investment—around $200 billion—pales in comparison to the potential economic impact: a trillion dollars returned annually to businesses, families, and government. Michael and Mark explore how prioritizing wellness today can dramatically reshape our health and financial future.

Fixing What’s Broken: A Smarter Approach to Healthcare

Wrapping up the conversation, Michael and Mark shine a light on the root inefficiencies plaguing today’s healthcare ecosystem. From misaligned incentives that reward reactive treatment to outdated administrative processes, it’s clear the system needs a redesign. Mark calls for a healthcare model that prioritizes simplicity, efficiency, and preventative care. He encourages listeners ready to be part of the solution to learn more at nomihealth.com.

Mark Newman
Co-founder and Chief Executive Officer, Nomi Health

Mark Newman is a visionary leader who is reshaping the healthcare landscape as the co-founder and CEO of Nomi Health. With a relentless focus on eliminating inefficiencies in the traditional healthcare system, Mark and his team are driving innovation to make care more accessible, affordable, and effective. Under his leadership, Nomi Health is revolutionizing healthcare delivery, cutting costs by up to 30% while ensuring better patient outcomes. Mark is a bold entrepreneur and changemaker committed to challenging the status quo and building a future where healthcare works for everyone.

LinkedIn: https://www.linkedin.com/in/marknewman/

Website: https://www.nomihealth.com/

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Adapting for Growth: Lessons from Cogent Analytics with Robert and Michael

In this insightful episode, Michael D. Levitt sits down with Robert from Cogent Analytics to explore how businesses can scale and thrive—even in the face of disruption. Robert shares the incredible journey of growing Cogent Analytics from a lean startup to a 250+ employee powerhouse. Their success has been built on strategic business development, organizational and process engineering, and a data-driven approach to decision-making.

Resilience in the Face of Change

Robert reflects on how the company navigated the pandemic by pivoting to remote work and reimagining their service offerings. Together, Robert and Michael emphasize the value of operational efficiency, cost control, and continuous learning as pillars of long-term success.

The Realities of Supply Chain Disruptions

The conversation shifts to the complex challenges of modern supply chain management—from tariff changes to rising goods costs. Michael sheds light on how these disruptions, like spiking egg prices due to bird flu, create ripple effects across the economy. He points out that many businesses’ reliance on just-in-time inventory can leave them vulnerable in unstable markets.

Strategic Response to Tariff Pauses

Robert discusses how the recent pause on tariffs brought short-term relief for many companies but warns that organizations must remain vigilant and cost-conscious. He reinforces the need for smart, steady decision-making amid economic uncertainty—no matter the size of your business.

The Ripple Effect of Business Decisions

Michael and Robert delve into the community-level impact of business decisions. Michael shares a real-world example of a local restaurant struggling after a key government office relocation. It's a reminder that business strategy doesn’t just affect balance sheets—it shapes the lives of employees, partners, and communities.

Future-Focused Entrepreneurship

Robert encourages entrepreneurs to think beyond short-term fires and adopt a long-term lens. From building cash reserves to embracing hard conversations about the future, he offers practical advice for leaders who want to stay relevant and resilient in an ever-evolving landscape.

Surprising Success—and Platform Risks

To wrap things up, Michael and Robert reflect on the unpredictability of success in today’s digital world. They touch on how algorithm changes (like Facebook’s) or dependence on volatile platforms (like TikTok) can create both opportunity and risk for growing businesses.

If you're an entrepreneur or business leader navigating rapid change, this episode delivers valuable insight into building a business that’s not just successful—but sustainable.

Website: cogentanalytics.com

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The Power of a Fractional CMO: Strategic Growth Without Full-Time OverheadIn this episode, Michael sits down with Angela, a seasoned fractional Chief Marketing Officer (CMO), to explore the advantages of bringing in high-level marketing expertise—without the commitment of a full-time hire. They discuss how fractional CMOs provide strategic direction, prevent costly marketing missteps, and help businesses focus on core growth instead of getting lost in daily execution. Michael highlights the value of fresh, external perspectives, while Angela explains how a fractional CMO can also train and equip internal teams for long-term success.

How Team Interaction Can Elevate Work QualityAngela shares a real-world leadership challenge: addressing the decline in a long-serving team member’s performance. By increasing direct engagement, setting clearer priorities, and managing workload effectively, she helped turn things around—leading to improved work quality and renewed enthusiasm from the team member. Michael emphasizes the importance of leaders actively supporting their teams, organizing tasks more effectively, and creating environments where employees can thrive.

Marketing Success Starts with Strong FoundationsMichael and Angela break down the core principles of successful marketing strategies. Angela stresses the need for intentional action—focusing on the right marketing channels rather than chasing trends. Michael reinforces this with a striking statistic: 52% of Fortune 500 companies from 25 years ago no longer exist, largely due to unclear marketing and business strategies. Together, they discuss the importance of messaging clarity, customer attraction, and ongoing adaptation to stay competitive.

Website: https://www.growthdirective.com/

LinkedIn: https://www.linkedin.com/in/angelabfrank/

AboutCompanies like 23andMe, Lemonaid Health, Aeroflow Healthcare, and Total Body Experts prove that health and wellness is a growing industry.

The problem?
→ It’s hard to achieve profitable growth without sacrificing scale.

I’ve spent the past decade building growth teams and scaling revenue for wellness brands.

Now I advise executives and answer questions like “Where should we focus our marketing efforts for growth?” “How can we reduce CAC while scaling our ad spend?” and “How can we generate dependable leads for our sales team?”

My specialty is growing brands through marketing ecosystems → a strategy that supercharges growth while costing less.

DM me: get your growth questions answered and learn how I typically structure engagements.

Quick facts:
→ Over $50M generated for brands.
→ I help health & wellness brands across telehealth, eComm, DME, nutrition, education, aesthetics (and more).
→ My podcast has helped hundreds of entrepreneurs grow their brands.
→ I live the lifestyle (and that’s why I love helping health & wellness brands grow).

Specialties:
Growth Marketing, Marketing Strategy, Customer Acquisition, Digital Advertising, Landing Page Optimization, Lifecycle Marketing, CRM Enablement, Content Marketing Strategy.

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Beyond Money: The Real Keys to Employee Motivation

Welcome to the Breakfast Leadership Network podcast. I'm your host, and today we're diving into something every leader needs to understand: why throwing money at employee motivation just doesn't cut it anymore.

Here's the thing - while a healthy paycheck keeps the lights on, it's got a surprisingly short shelf life, especially for seasoned professionals who are financially stable. If you're still relying solely on cash incentives, you're basically running on an expensive hamster wheel that might not lead anywhere.

Let's break down the ten key motivators that actually work:

First up is Autonomy. Give your people the freedom to own their work. When team members can choose how to reach their goals - whether through flexible hours or picking their project path - they're naturally more invested.

Next, focus on Mastery. People are hardwired to grow. Offer challenging opportunities, whether it's leading a new initiative or developing new skills. When employees see a clear growth path, they're more likely to stick around.

Third, connect work to Purpose. Show your team how their daily efforts make a real impact. Share customer success stories and concrete results. When people see their work changing lives, they're not just employees - they're part of something bigger.

Let's talk about Recognition and Culture. A simple, specific "well done" can be more powerful than a bonus check. Combine this with a positive work environment where people actually want to show up, and you're golden.

Collaboration and Transparency are crucial. Build strong team connections and keep everyone informed about the bigger picture. When people understand the 'why' behind decisions, they're more engaged.

Don't forget about Work-Life Integration. Your team members are human beings with lives outside work. Support them in managing both, and you'll get their best performance.

Finally, focus on Creative Input and Personalized Perks. Let people shape the company's future and tailor benefits to individual needs. One size doesn't fit all.

Remember, great leadership isn't about throwing money at problems - it's about creating an environment where people naturally want to give their best. When you nail these elements, you'll have a team that's not just present, but truly engaged.

For more leadership insights and strategies, visit us at

https://BreakfastLeadership.com

Until next time, lead with purpose!

Debt help: https://mydebtnavigator.pro/levittm

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🎙 Breakfast Leadership Show – Episode: The Value of Decisions with Somik Raha
Hosted by: Michael D. Levitt – Burnout and Leadership Expert | Top 50 Global Thought Leader

💡 Episode Overview:
In this thought-provoking episode, I sit with Somik Raha, a global decision analyst and author, whose research dives deep into the principled framework of values and decision-making. From his journey through Japan to Stanford, Somik brings a wealth of insight and a fresh lens on how values shape our personal and professional decisions. Inspired by the groundbreaking work of Ron Howard and Robert Hartman, Somik has dedicated his life to helping others make better, more aligned choices.

📌 What We Cover in This Episode:

✅ The Mathematics of Value
Somik shares how Hartman’s work on developing a "mathematics of value" can prevent us from repeating past societal mistakes—and why anchoring decisions in principled values is more critical than ever.

✅ Three Dimensions of Value: Intrinsic, Extrinsic, and Systemic
We unpack how to recognize and realign with your personal values, especially in high-stakes professional settings. Somik explains how understanding these dimensions can lead to meaningful self-reflection and authentic course correction.

✅ The Origins of Everyday Constructs
We dive into philosophical reflections, such as the origin of the number zero, and how ancient wisdom still informs modern leadership and decision-making. This segment offers a profound look at how everyday concepts carry deeper meaning.

✅ Decision Awareness and Six Key Requirements for Quality Choices
Somik breaks down what it really takes to make a good decision:

A clear frame

Multiple alternatives

Relevant information

Alignment with personal values

Willingness to make trade-offs

Commitment to action: Somik shares a powerful personal story of reframing a decision that transformed his entire outlook.

✅ Aligning Values with Workplace Metrics
If you’ve ever felt misaligned or stuck at work, this part’s for you. We discuss actionable strategies to bring your personal values into alignment with your role and workplace metrics—with a heartwarming example involving a school fundraiser.

✅ Sharing Your Perspective with the World
We talk about the importance of expressing your unique insights—through writing, storytelling, or content creation—and how this leads to stronger personal identity and career clarity.

📚 Explore Somik’s Work:
Discover more and dive deeper into his framework at invaluablebooks.org
📩 Have questions or want to connect? Reach out at query@invaluablebooks.org

🙌 Final Thoughts from Michael:
This conversation reminds us that decisions, not outcomes, define our lives. When we align our choices with values that truly matter, we become more resilient, focused, and fulfilled. Somik’s insights are a masterclass in conscious leadership and intentional living.

🎧 Tune in, take notes, and let’s build a world that values value itself.

🔗 Subscribe + Review:
If this episode sparked something for you, leave a review and share it with your network. Your voice helps this message reach more conscious leaders around the globe.

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Episode Title: Rebuilding Connection: A Cure for Workplace Disengagement

In this insightful episode of the Breakfast Leadership Show, Michael Levitt and guest Dennis Holland dive deep into one of today’s most pressing workplace challenges—disengagement—and the critical need for meaningful human connection at work.

🔹 Disengagement is Costing Us Billions
With a staggering 7 out of 10 employees disengaged, organizations are facing a silent productivity crisis. Michael and Dennis unpack how this widespread disengagement results in $438 billion in lost productivity globally, urging leaders to re-evaluate their workplace cultures to attract and retain top talent.

🔹 The Engagement-Productivity Connection
Michael highlights that low employee engagement directly impacts product quality and business survival, citing how 52% of online businesses launched in 2020 have already shuttered, and half of the Fortune 500 from 2000 no longer exist. At the root: a deficit of trust, communication, and shared value.

🔹 Healing Workplaces Through Connection
Dennis shares the powerful origin story of their methodology, developed by renowned relationship experts Dr. Harville Hendricks and Dr. Helen LaKelly Hunt. Originally designed to heal marriages, their framework has been successfully adapted to help businesses repair fractured teams and foster connection.

🔹 Measuring What Truly Matters
How do you know if employees feel connected? Dennis introduces a simple one-question survey that assesses how “seen and heard” employees feel by their leaders—a predictive tool proven to track engagement, retention, and profitability. Their team is even filing a patent on this innovative approach.

🔹 From Disconnection to Belonging
Michael and Dennis explore the deeper truth: disengagement is a symptom, not the root issue. The real challenge? A lack of psychological safety and authentic connection. Michael shares his belief that belonging is the new competitive advantage, and organizations must prioritize safe, inclusive cultures where diverse voices are valued.

🔹 Connection Is Profitable
Dennis presents compelling data: connected employees are more innovative, open, and loyal—and organizations with strong connections enjoy 38.7% higher profitability. Real change starts with cultural transformation, and their programs are designed to lead the way.

🔹 Turning Around a Toxic Culture
Michael shares a compelling case study from his leadership career—how he helped transform a toxic healthcare clinic with 86% turnover into a high-performing, collaborative team with just 6% turnover. The secret? Empowering staff to co-create solutions and lead the change.

🔹 Reimagining Healthcare Access
Michael also reflects on the power of creating safe spaces for frontline staff, particularly in underserved communities. He emphasizes investing in people, nurturing leadership potential, and designing programs rooted in empathy and trust.

🔹 The Power of Structured Dialogue
Dennis explains how structured conversations and intentional dialogue can rebuild trust and connection across organizations. Their latest report outlines how these practices significantly improve organizational health and employee performance. Michael champions these tools as game-changers for any leader ready to elevate their team culture.

🎧 Tune in now to discover how rethinking your workplace culture through the lens of connection, communication, and trust can unlock the full potential of your people—and your organization.

The New KPI CEOs Should Be Watching Isn’t in the Stock Ticker

With markets wobbling under the weight of tariff tensions, tech sector volatility, and consumer confidence hitting a 12-year low, there’s a growing undercurrent of anxiety in corporate America. But amid the macroeconomic noise, a new study points to a powerful, often-overlooked lever for growth: employee connection.

A just-released nationwide study of 12,000 U.S. employees quantifies a striking truth: employees who feel “seen” by their direct supervisors are far more likely to stay, contribute new ideas, and drive profit. It’s not compensation or perks moving the needle—it’s connection.

The research, conducted by Quantum Connections, highlights a new way to measure workplace connection—what they call the Net Connected Score (NCS). This score reflects how recognized and heard employees feel by their direct supervisors. The data suggests a clear link: companies scoring high in connection are nearly 39% more profitable, and their employees stay almost 10 months longer on average.

Key findings from the study:

• Workers who feel “seen” stay almost a year longer than those who don’t
• Companies with high NCS are 38.7% more profitable
• Employees in connected environments are more likely to take smart risks and share new ideas
• The finance industry leads the pack in connection; postal services fall behind

With corporate America laser-focused on cost containment, retention, and productivity, this research suggests a simple—and scalable—solution: better relationships between managers and their teams. Amid economic turbulence, that just might be the most stable investment a company can make.

Could the secret to keeping your best employees be as simple as making them feel seen?

Is a lack of connection at work quietly costing companies millions?

With the economy on edge, are relationships at work more valuable than raises?

Could helping employees feel seen spark the kind of innovation the U.S. economy needs right now?

Dennis S. Holland is the CEO of Quantum Connections, a company that helps businesses improve performance by strengthening employee connection.

Website: https://quantumconnections.com/team/dennis-s-holland/

LinkedIn: https://www.linkedin.com/in/dennissholland/

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📌 Episode Summary:
In this episode, Rachel and Michael dive deep into the power of intentional living, self-permission, and setting boundaries to create a fulfilling life. They explore how shifting your mindset, defining success on your terms, and managing your time effectively can help you take control of your life and live authentically.

🎯 Key Takeaways:1️⃣ Designing a Life with Intention

• Many people drift through life without realizing they have the power to design their path.
• Giving yourself permission to set boundaries and prioritize what truly matters is essential.
• Mindset plays a crucial role in making intentional choices.

2️⃣ Living Authentically & Aligning with Your Values

• Rachel shares her journey of pursuing success at all costs and realizing the need for balance.
• Self-awareness is key to setting healthy boundaries and aligning with your true intentions.
• Michael emphasizes the importance of flow and regaining control over your time and energy.

3️⃣ Defining Success on Your Terms

• Success isn’t a one-size-fits-all formula; it should be defined based on individual values and circumstances.
• Work-life integration is more sustainable than rigid work-life balance.
• Saying “no” can be challenging, but it's necessary for maintaining control and fairness in your life.

4️⃣ Setting Boundaries for Work-Life Balance

• Start with self-reflection: What truly serves you, and what doesn’t?
• Establish personal rules, such as not checking emails early in the morning or working on weekends.
• Use mindful communication to manage expectations (e.g., “Can I get back to you later today?”).

5️⃣ Mastering Time Management & Prioritization

• Regular self-check-ins (weekly, monthly, or quarterly) help you reassess priorities.
• Break life into key areas—self-care, relationships, business, and health—and set clear intentions for each.
• Scheduling priorities ensures they become non-negotiable parts of your routine.

6️⃣ Setting Intentions for Achievable Goals

• Avoid being overwhelmed by breaking big goals into smaller, actionable steps.
• Reverse-engineering goals helps track progress and maintain motivation.
• Curiosity and flexibility are essential in setting realistic, sustainable goals.

7️⃣ Consistency is Key

• Success requires commitment, hard work, and a structured approach to time management.
• Rachel shares a free video series on time management and boundary setting to help listeners take action.

💡 Resources & Next Steps:
✅ Watch Rachel’s free video series on time management & boundary setting.
✅ Follow Michael for more insights on leadership, burnout prevention, and workplace culture.

🔔 Don’t forget to subscribe, rate, and review!

IntentionalLiving #SelfPermission #WorkLifeBalance #TimeManagement #SuccessMindset #Boundaries #PersonalGrowth

Rachel Closson is a Master High-Performance Coach with over 2 decades of experience, helping ambitious businesswomen reclaim what success has quietly stolen—time, relationships, and peace. Through her exclusive white-glove coaching and transformative retreats, Rachel empowers women to redefine success, align with their core values, and create fulfilling lives they truly love.

www.instagram.com/rachelclosson_
https://www.linkedin.com/in/rachelclosson/

Website: https://rachelclosson.com/

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Brien Gearin is a partner and podcast host at Millionaire University, an organization that seeks to mold the next generation of entrepreneurs. He is also the founder and CEO of Ricochet Digital Marketing, where he and his team serve Residential Service Providers across the country by building and maintaining marketing systems that lead to massive growth.

Website: https://www.millionaireuniversity.com/

Facebook: https://www.facebook.com/MillionaireUniversityMU

Instagram: https://www.instagram.com/millionaire_university_mu/

LinkedIn: https://www.linkedin.com/company/97175862

Podcast: https://www.youtube.com/@millionaireuniversity_mu

The Critical Role of Google Business ProfilesMichael and Brien dove into the game-changing impact of Google Business Profiles for businesses. They emphasized that these free profiles can dramatically boost online visibility and customer engagement. With Google shifting towards a "zero-click conversion" experience, optimizing these profiles is more crucial than ever. Brien pointed out that many businesses make the mistake of focusing solely on social media platforms like Facebook, Instagram, and TikTok while neglecting Google—where most customers search first. Michael reinforced the point, urging business owners to prioritize their Google presence as a foundational piece of their digital strategy.

Why Outsourcing Marketing is Key to Business GrowthMichael and Brien explored the vital role of marketing and brand reputation in scaling a business. They discussed how small business owners often struggle with marketing because it's outside their core expertise. Michael stressed that business leaders should focus on what they do best and delegate marketing to professionals who can drive better results. Brien agreed, drawing a comparison to other essential services—just as business owners don't handle their taxes or bookkeeping, marketing should be outsourced to experts. The key takeaway? Investing in professional marketing saves time, delivers more substantial outcomes, and ultimately fuels business growth.

Empowering Youth Through Mentorship and EntrepreneurshipMichael and Brien discussed the power of mentorship in shaping future entrepreneurs. Michael expressed his passion for guiding the next generation of business leaders, while Brien shared the backstory of Millionaire University, a venture he co-founded with Justin and Tara Williams. The university provides aspiring entrepreneurs with education and resources as an alternative to traditional college education. They also highlighted the impact of the Millionaire University Podcast, which shares real-world success stories, struggles, and actionable strategies to help young entrepreneurs carve their oaths.

Breaking Free from Victim Mentality in EntrepreneurshipBrien and Michael tackled a critical mindset shift for entrepreneurs—overcoming the victim mentality. Michael shared the inspiring story of his brother, who turned his passion for guitar pedals into a thriving business and financial success. They emphasized that resilience, adaptability, and a problem-solving mindset are the keys to winning in entrepreneurship. Brien also underscored how Millionaire University teaches these principles, helping entrepreneurs break free from limiting beliefs and take ownership of their success.

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Community Engagement and Overcoming Digital OverwhelmIn this episode of the Breakfast Leadership Show, Michael D. Levitt sits down with Craig to explore the power of community engagement in the workplace and how it impacts younger generations. Craig shares insights from his book Digital Overwhelm, which examines how people navigate technology-related challenges. They also discuss seasonal shifts in Grand Rapids, Michigan, and the importance of being prepared for unexpected weather changes.

Generational Needs and Workplace FlexibilityMichael and Craig dive into the evolving dynamics of the workplace, emphasizing generational differences, adaptability, and flexibility. In today’s ever-changing professional landscape, leaders must balance structure and certainty while meeting the diverse needs of employees. Craig underscores the importance of human decency, effective communication, and emotional intelligence to foster stronger workplace relationships. Michael highlights his leadership approach—listening to understand rather than just responding—to create an inclusive and productive work environment.

Effective Team Management and Digital CommunicationManaging a high-performing team requires active listening and adaptability. Michael shares his experience implementing employee suggestions to boost team morale and reduce turnover. Craig explores the challenges of digital communication, noting that while it can feel intimate, it often lacks personal connection. They discuss strategies to enhance digital interactions, ensuring messages resonate effectively in virtual settings.

How Sales Teams Overcame Pandemic ChallengesMichael recounts a compelling case study of a multi-state insurance sales team struggling with client retention during the pandemic. His innovative solution? Encouraging them to practice Zoom calls with their grandkids to boost confidence in digital communication. The result? Increased client engagement and higher sales performance, proving that adapting to new technology can drive success.

Leveraging Digital Tools for Business GrowthTransitioning to digital platforms can be overwhelming but crucial for business success. Michael shares a real-world example of helping clients embrace technology for business expansion. Craig highlights the balance between digital efficiency and maintaining authentic human connections, reminding leaders that relationships remain key even in a tech-driven world.

Digital Flexibility vs. Minimalism: Finding the Right BalanceCraig discusses key themes from Digital Overwhelm, advocating for digital flexibility over strict minimalism. While reducing screen time can be beneficial, many professionals must engage with multiple platforms. The book provides strategies to navigate different communication modes effectively. Michael shares a relatable anecdote about restaurant apps and smartphone dependency, reinforcing the need for healthy digital boundaries.

Reframing Mindset for a Positive Work EthicA positive mindset can transform workplace dynamics. Michael and Craig explore how giving back in tough times fosters resilience and success. Craig shares a story of a client who shifted from a “how can I survive?” mindset to a “how can I give?”, resulting in long-term professional growth. Michael encourages listeners to embrace generosity, even without immediate recognition, as it cultivates strong habits and workplace satisfaction.

🎧 Listen Now and Subscribe!📌 Don’t miss this insightful conversation on workplace engagement, digital adaptation, and leadership growth! Subscribe to the Breakfast Leadership Show on your favorite podcast platform.

🔗 Follow Michael D. Levitt for more leadership insights:
🌐 Website: breakfastleadership.com
📢 LinkedIn: Michael D. Levitt
🐦 Twitter: @BfastLeadership

WorkplaceCulture #DigitalOverwhelm #LeadershipDevelopment #CommunityEngagement #GenerationalWorkforce #SalesSuccess #BusinessGrowth #RemoteWork #DigitalMinimalism #Podcast

Craig Mattson is an organizational researcher and a professor of communication at Calvin University. He’s written several books and essays, often exploring the communicational complexities of organizational life. But he enjoys the natural world, hiking, running, and playing driveway pickleball when he's not writing, reading, or podcasting. Craig lives with his wife, Rhoda, in Grand Rapids, MI, and their four adult children live, study, and work across the Midwest.

https://www.themodeswitch.com/. "I’d be grateful if people sign up for my free newsletter, making sense of work culture."

And here’s a link to my book Digital Overwhelm, available wherever books are sold, as the saying goes: https://amzn.to/4hiwwJm

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Building Resilience and Emotional HygieneIn this episode, I sat down with Malisa to talk about her new course, Surviving the Shit Show, which is all about building resilience and emotional hygiene in today's chaotic world. Malisa shared how daily practices can help cultivate joy and peace, no matter what's happening externally. She also opened up about her healing journey, self-love, and the power of human connection. I encouraged her to dive deeper into her experiences and what she hopes to achieve with the course.

Balancing Activism and Self-CareWe tackled a big challenge many people face—balancing activism with self-care. Malisa stressed the importance of choosing one or two causes to focus on rather than trying to carry the world's weight. She highlighted why setting boundaries and prioritizing personal well-being is crucial for long-term impact. I completely agree—if you want to serve others effectively, you must show up as your best version first.

Managing Negative Thoughts and SleepWe also dug into how negative thoughts and constant news consumption can seriously affect well-being. Instead of suppressing those thoughts, Malisa emphasized the power of recognizing and managing them with the right tools. She discussed the importance of having a solid "toolbox" for navigating challenging moments. Sleep was another big topic—we both agreed that maintaining a consistent sleep schedule is a game-changer for mental clarity and emotional resilience. Before wrapping up, I suggested we explore the deeper reasons behind forgetfulness and distraction in a future conversation.

Emotional and Physical Well-Being StrategiesMalisa and I shared strategies for maintaining emotional and physical well-being. She talked about the power of setting up a morning routine that aligns with your personality—whether it’s EFT tapping, yoga, or something else that grounds you. We also discussed the importance of checking in with yourself throughout the day to track energy levels and adjust accordingly. I pointed out that hourly check-ins can be a great way to identify personal energy patterns. We both agreed that self-love and reprogramming the subconscious to reinforce worthiness are key to long-term well-being. We also touched on the "big rocks" concept—aligning tasks with natural energy cycles to work smarter, not harder.

Productivity Strategies and Natural Work ApproachFinally, we explored productivity strategies that work with your natural rhythms rather than against them. Malisa shared how she structures her work around what energizes her rather than forcing herself through tasks that drain her. We agreed that understanding your energy patterns, taking breaks when needed, and avoiding burnout is critical for sustainable productivity. I encouraged Malisa to keep sharing her insights because these strategies can make a real difference for many people trying to navigate life and work healthily.

Instagram: https://www.instagram.com/malisa.hepner/

Website: https://empoweredwithmalisahepner.org/

Podcast: https://tr.ee/i6YuUQX748

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Heart-Centered Leadership & Entrepreneurial Innovation with Joshua and Michael D. Levitt🎙️ Episode Summary
In this episode, Michael D. Levitt and Joshua dive deep into heart-centered leadership, entrepreneurship, and the challenges of remote work. They discuss breaking down silos, fostering innovation, and promoting accountability within organizations. Joshua shares insights from his Entrepreneurial Leaders System, while Michael reflects on transforming a toxic workplace culture into a thriving, collaborative environment.

📌 Key Takeaways:
✅ Entrepreneurial Leadership & Innovation – Joshua shares his framework for developing leaders from within and fostering ownership in organizations.
✅ Heart-Centered Leadership & Emotional Intelligence – Learn how balancing data-driven decisions with empathy creates positive ripple effects in business.
✅ Creating a Thriving Work Culture – Michael shares strategies for workplace transformation, employee empowerment, and community impact.
✅ Breaking Down Silos & Encouraging Collaboration – The importance of communication, trust, and intentionality in driving business success.
✅ The Future of Work & Digital Adaptability – How leaders can navigate remote work challenges, productivity hacks, and organizational alignment.

📌 Real-World Case Studies:
🔥 Michael’s experience in revitalizing a toxic healthcare organization into a culture of trust and collaboration.
🔥 Joshua’s leadership strategies that have helped businesses improve team accountability and innovation.

💡 Next Steps for Listeners:
👉 Prioritize intentionality in business decisions to drive meaningful change.
👉 Implement heart-centered leadership to balance strategy with emotional intelligence.
👉 Foster a growth mindset to break down barriers and promote team alignment.
👉 Embrace continuous innovation and cultural alignment for long-term success.

🔔 Subscribe & Listen
Don’t miss out on expert insights from top business leaders! Subscribe to the Breakfast Leadership Show for more discussions on leadership, workplace culture, and business success.

📢 Share this episode! Tag us on social media and let us know your biggest takeaway!

🚀 #Leadership #Entrepreneurship #BusinessSuccess #RemoteWork #Innovation #WorkplaceCulture #HeartCenteredLeadership #Accountability

With over two decades of experience navigating the intricate landscape of business consulting and entrepreneurship, I strive to provide insightful expertise in guiding businesses towards success. My journey began with a fervent passion for understanding the intricate dynamics of businesses, which eventually culminated into a career enriched with diverse experiences and profound insights.

Throughout my career, I have had the privilege to serve a multitude of businesses across various industries. From startups grappling with their initial stages to established enterprises seeking innovative strategies, I have been entrusted with the responsibility of steering them towards prosperity. My experience encompasses a wide spectrum of businesses, with my passion being with service-based businesses, particularly those with a high mission based emphasis. This extensive exposure has allowed me to develop a deep understanding of the nuanced challenges that businesses encounter, enabling me to craft tailored solutions that yield tangible results.

My personal journey in the consulting field has been complemented by my ventures as a business owner. These firsthand experiences have provided invaluable insights into the intricacies of entrepreneurship, allowing me to empathize with the trials and tribulations that accompany the journey of building and scaling a business.

At the core of my business principles lies a philosophy rooted in heart-centered leadership. I firmly believe that the most successful businesses are those that prioritize empathy, compassion, and authenticity in their leadership approach. By fostering an environment where individuals feel valued, heard, and empowered, organizations can unlock their true potential and foster a culture of innovation and growth.

The aspect of my passion-based career that brings me the greatest joy is witnessing the transformation that occurs within organizations when they embrace the principles of heart-centered leadership. There is nothing more fulfilling than witnessing a shift in mindset, where leaders recognize the profound impact of leading with empathy and authenticity. Seeing teams unite, collaborate harmoniously, and achieve extraordinary results reaffirms my belief in the power of heart-centered leadership to effect positive change.

Linkedin: https://www.linkedin.com/in/joshuahoecherl/
Instagram: https://www.instagram.com/pinpointmanagement

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Show Notes:

In this insightful conversation, I’m joined by executive coach and cross-cultural advisor Olga, who works closely with tech leaders and entrepreneurs navigating high-pressure environments. Together, we unpack the intense demands of the tech industry—where innovation races ahead at lightning speed, but personal well-being often gets left behind. Olga highlights the unique tension of building groundbreaking technologies while maintaining a healthy life outside of work. I chimed in with what I see far too often: burnout is rampant in the tech sector, and without prioritizing self-care, decision-making—and company longevity—suffers.

We also dove deep into the entrepreneurial journey. Olga and I explored the emotional and psychological toll founders face—especially around identity, self-worth, and navigating interpersonal conflict within founding teams. It's not just about scaling a business; it's about sustaining the human behind it. Effective communication, conflict resolution, and staying grounded during turbulent times are non-negotiables for any founder.

The conversation turned toward a recurring theme in my work: leadership. I shared my concerns about poor leadership styles that, despite producing short-term success, damage team morale and engagement. When top talent walks out the door due to burnout or toxic management, entire industries suffer. Strong, people-first leadership isn’t optional—it’s foundational to innovation and impact.

Finally, we discussed the importance of addressing the real issues holding teams and organizations back. Growth doesn’t come from ignoring problems; it comes from facing them head-on with clarity and humility. Olga shared her coaching philosophy, focused on healing systems by identifying and amplifying what is working, and slowly transforming the rest.

This episode is a must-listen for tech leaders, founders, and anyone navigating leadership in high-pressure spaces. Be sure to connect with Olga to learn more about her transformative coaching work.

AboutAs a former CEO, startup executive, and investor, I’ve navigated every stage of company growth— from inception to IPO— as both a founder, business owner, and corporate executive. Early in my career, I achieved “success” and became well-known, gaining a deep understanding of the rapid and often unstructured journey of building a business.

Today, I coach and advise startup CEOs, serial founders, and ambitious tech leaders who are navigating high complexity and uncertainty. I’ve mentored, advised, and coached over 200 CEOs and their teams through various stages of transformation and growth, including even pandemics, wars, and natural disasters. My mission is to help leaders walk this path consciously with a bigger life vision in mind.

The benefit of working with me is having someone by your side who has seen the entire journey multiple times. Whether you're starting from scratch or scaling an established company, I can help guide you toward a successful and sustainable future.

🔹 Specialized Areas

• CEO Coaching
• Executive and Transition Coaching
• Global Strategy, Innovation, and Entrepreneurship
• Tech Leaders Transition

🔹 Fun Facts

• 🌐 Multilingual: I live, think, and feel in three languages: English, German, and Russian.
• ✈️ Global Citizen: I am a serial foreigner, calling Berlin, Vienna, San Francisco, Singapore, New York, and Zurich home.
• 💻 Tech Enthusiast: With a background in mobile hardware and software, I have a strong passion for technology and innovation and a knack for fixing my husband’s computer.
• 💡 Advocate: Diagnosed with ADHD at a young age, I know how it feels to be different and "not enough." I've learned to love myself despite it and achieve from a place of self-acceptance. LinkedIn: https://www.linkedin.com/in/olgaskipperexecutivecoaching/Website: https://olgaskipper.com/

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Breath Work for Stress ManagementIn this episode, Michael and Anisa dive into the power of breath work as a tool for managing stress, enhancing mindfulness, and building emotional resilience. Anisa, the creator of the Yang Energy practice, highlights how intentional breathing can prevent burnout and improve overall well-being. Michael, drawing from his own experience with asthma, emphasizes the importance of proper breathing for grounding and focus. In today’s fast-paced world, they agree that breath work is a vital tool for navigating uncertainty. Anisa also shares how she integrates breath work with yoga and meditation, expressing her passion for helping others harness this powerful practice.

The Science Behind Breathing and EnergyAnisa explains the critical role of oxygen in the body's energy production and its direct impact on physical and mental health. She breaks down how proper breathing supports cellular function, energy levels, and detoxification. Michael highlights the need for a more holistic approach to healthcare, advocating for natural healing methods alongside traditional medicine. Anisa delves into the mental, prana, spiritual, and physical dimensions of breath work, showing how it aids in stress management, self-development, and deepening the connection with one's inner self. She also underscores the importance of utilizing all three parts of the lungs to optimize oxygen intake and avoid energy depletion.

Breath Work for Cognitive and Physical HealthAnisa shares how deep, intentional breathing can improve mental clarity, reduce stress, and enhance sleep quality. Michael reinforces the idea that these benefits are accessible without external stimulants—just by harnessing the body’s natural mechanisms. He compares deep breathing to daily habits like brushing teeth, stressing that making it a routine can have lasting cognitive and physiological benefits.

Integrating Breath Work with MindfulnessMichael and Anisa explore how breath work serves as a bridge to mindfulness, creating immediate benefits for emotional regulation and focus. Anisa explains how breathing techniques engage the amygdala, reducing negative emotions and fostering positive mental states. She highlights breath work as an active form of meditation, making it an excellent starting point for those new to mindfulness. Michael reinforces that intentional breathing is an easily accessible, no-cost tool that can transform daily life.

Preventing Burnout Through Self-AwarenessMichael underscores the importance of self-awareness in avoiding burnout, emphasizing deep breathing as a simple yet effective method to check in with one’s mental and physical state. He shares concerns about the increasing strain on healthcare systems due to preventable stress-related illnesses, advocating for proactive self-care. Anisa agrees, highlighting the value of regular self-assessment and mindfulness practices in maintaining both personal well-being and professional performance.

Resources on Breath Work, Mindfulness, and Burnout PreventionTo learn more about Anisa’s work in breath work, stress management, and mindfulness, check out her YouTube channel and website.

Website: http://www.yoganisacentre.ca/

Instagram: https://www.instagram.com/yoganisacentre/

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Creating Thriving Work EnvironmentsEric and I dove into the essentials of workplace culture, a topic central to our careers. Eric shared his journey from a childhood fascination with business to leading large teams at Enterprise Rent-a-Car. His book on company culture and high performance has become a key resource for his speaking and consulting work.

We explored what it takes to create work environments where employees don’t just survive—they thrive. It all starts with strong relationships, clear communication, and understanding the diverse needs of a multigenerational workforce. Setting clear expectations is critical, especially in today’s workplace, where retention is a growing challenge. When organizations prioritize culture and communication, they see stronger engagement and long-term success.

Effective Communication and Planning for SuccessOur discussion also highlighted the role of communication and strategic planning in driving results. I shared a case from my time at Mercedes-Benz, where we implemented an asset-tracking system to streamline operations. The key takeaway? Getting things right the first time prevents unnecessary work and improves efficiency.

Eric echoed this with his experience launching a content initiative for sales, emphasizing the importance of a steady, intentional approach to culture-building. We also tackled a critical hiring insight—focusing on a candidate’s match rather than just their fit within an organization. Engaged employees who align with company values will consistently outperform those who check the right boxes. His book profoundly covers these themes, offering practical strategies for building high-performing teams.

Hiring for Potential and Career GrowthOne story that stood out was hiring a receptionist without prior healthcare experience. Over time, she thrived, earned a promotion, and eventually ran a clinic. It reinforced the idea that hiring should be about potential rather than just experience.

Eric and I agreed that asking the right questions during hiring is essential in identifying high-potential candidates. Too often, employers focus on filling a position quickly rather than considering a candidate’s long-term career trajectory. Investing in people’s growth benefits both the individual and the organization.

Connecting Beyond the ConversationWe wrapped up by discussing ways to keep the conversation going and share the episode when it’s live. If you’re interested in Eric’s work, you can find him on LinkedIn or at ClearPathVentures.com, where he offers speaking and coaching on leadership and company culture.

ERIC D. Stone’s passion for business led him to an influential twenty-six-year career at the iconic rental car company Enterprise Holdings, where he quickly became one of the most decorated Regional Vice Presidents in the company’s history. His ability to connect and motivate employees from all different generations and demographics allowed his teams to sustain top-level results and a culture of pride.

Eric attributes much of his success to his ability to create, ignite, and sustain a high-performance culture—one that enabled him to lead his teams through challenges like 9/11, the Great Recession, the COVID-19 pandemic, and the Great Resignation—along with an extraordinary ability to adapt to the unexpected and help others do the same.
Eric is the author of the award-winning book Jumpstart Your Workplace Culture and an international speaker on leadership, employee engagement, and creating high-performance organizations. He retired from Enterprise in 2018 and founded Clear Path Ventures, which specializes in guiding young professionals and businesses as they navigate their path to success.
My social media handles:
a. https://www.linkedin.com/in/eric-stone-clear-path/
b. https://www.instagram.com/clearpathventures_/
c. https://www.facebook.com/profile.php?id=100040382190383
d. https://www.youtube.com/@ericdstone1/about

Websites: https://clearpathventures.com/about http://www.ericdstone.com/

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Show Notes:

In this thought-provoking episode of the Breakfast Leadership Show, I sit down with Charley, a visionary leader whose personal and professional evolution exemplifies what it means to lead with awareness and purpose.

We begin by exploring Charley's roots—his upbringing in Utah, a deeply unique religious foundation, and the life-shaping mentorship of a profoundly enlightened teacher. These early experiences ignited Charley’s pursuit of understanding across multiple spiritual traditions, laying the groundwork for his future leadership role as a Chief Consciousness Officer (CCO).

The Rise of Conscious LeadershipCharley and I delve into why organizations today need to make the shift from reactive, unconscious practices to intentional, conscious operations. As a CCO, Charley champions the integration of awareness into business strategy—helping companies move away from performative wellness and toward environments where authenticity, compassion, and clarity are the norm.

We also confront a critical workplace issue: burnout. Charley shares how burnout often stems from misalignment—between values, leadership clarity, and wellness initiatives that lack true depth. A CCO’s role? To dismantle those barriers and build bridges of understanding, trust, and open communication.

Overcoming Bias and Reframing Organizational DynamicsTogether, we unpack the dangers of preconditioning and unconscious bias in hiring and leadership. Charley underscores the value of objective insight—approaching workplace challenges without a fixed agenda, but with curiosity and humility. As I share from my own consulting work, the best transformations often begin when we ask deeper questions and truly listen to the answers.

Spiritual Intelligence in the WorkplaceWe talk about the need for companies to embrace a broader view of employee potential—including their spiritual and personal growth. Consciousness, as Charley describes, isn’t a woo-woo concept—it’s a powerful, untapped resource for innovation, connection, and long-term success.

My Personal Story: Reducing Turnover with Intentional ListeningI share a powerful story from my own leadership journey—reducing turnover at a healthcare clinic not through quick fixes, but by fostering real dialogue. When I shifted from telling to asking—Why do you choose to work here? What would you change if you were in my shoes?—I created space for honesty, collaboration, and a wave of positive change led by the employees themselves.

Creating Cultures That ThriveCharley and I agree: when organizations invest in people’s growth—when leaders actually listen and allow ideas to flourish—magic happens. I highlight a real example of a former receptionist who rose to lead a clinic, all because the culture encouraged growth over conformity.

Charley rounds out the discussion by offering a global perspective. He believes we’re in the midst of a deep, planetary shift—not just economic or environmental, but spiritual and personal. Old paradigms won’t cut it anymore. What we need now are guides—like CCOs—who can help individuals and organizations navigate this new terrain with grace and resilience.

What’s Next: Conscious Shifts and the Future of LeadershipIn the closing moments, Charley speaks to the future: generational shifts, rising consciousness, and even the possibility of contact with civilizations beyond our own. It’s a bold, expansive view—but one rooted in his mission to awaken humanity, one organization at a time.

This conversation is a must-listen for leaders, change-makers, and anyone curious about the intersection of spirituality, consciousness, and business.

Want to connect with Charley or learn more about bringing conscious leadership into your organization?

https://www.linkedin.com/in/cjconsciousness/ charleypif@gmail.com 801 633 6033 Truth has no sides Book - https://shorturl.at/Mh9Fr 🎧 Listen now and subscribe for more conversations with changemakers shaping the future of work and leadership.

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Breakfast Leadership Show: Interview with John Gronen, CFO of YoozEpisode Recap:Michael sat down with John Gronen, Yooz's CFO, to discuss the shift from paper-based processes to automation in accounting and finance. They explored the real benefits of AP automation, including time and cost savings, reduced errors, and improved fraud detection—all while tackling the common roadblocks businesses face when adopting digital solutions. The conversation also took a fascinating turn regarding AI advancements, including the impact of voice cloning technology and security considerations.

Key Takeaways:🔹 The Paper-to-Digital Shift: Many industries still rely heavily on paper despite technological advancements. Michael and John examined the challenges of going paperless and why organizations hesitate to switch.

🔹 Why AP Automation is a Game-Changer: John shared how automating invoice processing and payments can save time, improve accuracy, and enhance employee satisfaction. He emphasized how AP automation can help reduce fraud risks and generate revenue through virtual credit card payments.

🔹 Overcoming Resistance to Change: Transitioning from manual processes can seem daunting, but John reassured us that modern automation software is flexible and can adapt to unique workflows. Michael echoed this, emphasizing that there's no turning back once teams experience the efficiency gains.

🔹 AI in Finance & Security Considerations: The discussion expanded beyond automation to the rapid advancements in AI, including voice cloning. Michael shared a personal story about using AI to clone his late mother’s voice, highlighting this technology's incredible potential and ethical concerns. They also stressed the importance of security measures, such as setting up code words to prevent misuse.

Next Steps:✅ Learn More About Yooz’s AP Automation Solutions – Visit getuse.com or connect with John on LinkedIn.

💡 Final Thought: AP automation isn’t just about saving time—it’s about unlocking strategic growth opportunities. As technology evolves, embracing AI-driven solutions will be a competitive advantage, not just a convenience.

🎧 Listen to the full episode to get the insights you need to future-proof your finance operations!

LinkedIn: https://www.linkedin.com/in/john-gronen-4062604/

Website: https://www.getyooz.com/

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Learn how to boost employee morale with these simple yet effective strategies, which can be implemented today! Low employee morale can decrease productivity, lead to high turnover rates, and create a hostile work environment.

This episode will explore practical tips and ideas to improve employee satisfaction, engagement, and overall job happiness. We've covered you, from recognizing and rewarding employees to fostering open communication and creating a positive work culture. Watch to discover how to boost employee morale and take your team to the next level!

If your company needs help boosting employee morale, visit https://BreakfastLeadership.com/contact and let us help you today, before it's too late!

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Belonging in the Workplace and LeadershipIn this episode, Beth and I dive into the crucial role of belonging in the workplace and its direct impact on employee engagement, collaboration, and retention. When employees don’t feel a sense of belonging, they’re more likely to experience stress, anxiety, self-doubt, and even physical health issues.

We discuss how leaders play a pivotal role in fostering this sense of connection, yet many aren’t equipped with the right training or skills to do it effectively. Beth highlights that leaders must first understand their own sense of safety and belonging, as this deeply influences their leadership style and personal well-being. We also touch on the reality of leadership burnout—a growing issue that can lead to high turnover and organizational disruption when left unaddressed.

Addressing Leadership Struggles and BurnoutLeadership struggles don’t just affect leaders—they trickle down and impact productivity, morale, and workplace culture. Beth and I discuss the misuse of resilience as a blanket solution when, in reality, organizations need to tackle the root causes of burnout rather than expecting employees to simply "push through."

Instead of a "do more with less" mentality, organizations should focus on removing obstacles, supporting well-being, and creating environments where people can actually thrive. We also touch on the dangers of instant gratification in workplace culture and how companies need to prioritize long-term growth, creativity, and sustainable success.

Investing in Employees for Nurturing Work EnvironmentsA strong workplace culture starts with leaders who embody and uphold an organization’s mission, vision, and values. Beth and I emphasize that leaders must act as performance coaches—not just managing people but truly supporting their mental health and well-being.

Surface-level efforts aren’t enough. Employees can see through performative culture initiatives. To build a genuinely nurturing environment, leaders must be intentional about investing in their teams—because when employees feel valued and supported, it translates to better customer experiences and long-term organizational success.

Leadership, Stress, and a Philosophy of CareWe round out the conversation by reflecting on stress in leadership and how critical it is to remove unnecessary interference that holds teams back. Beth underscores the need for leaders to listen, learn, and adapt, rather than relying on outdated policies and rigid structures.

I share a story from my experience in healthcare leadership, where we implemented a philosophy of care—a shift that was met with overwhelming support from the team. It reinforced a core truth: when leaders prioritize human-centered policies and well-being, organizations don’t just function better—they flourish.

Beth wraps up by emphasizing a key takeaway: you are not alone in your leadership struggles. There is always support, and together, we can create healthier, more effective workplaces.

Website: https://drbethkaplan.com/

LinkedIn: https://www.linkedin.com/in/beth-kaplan/

Instagram: https://www.instagram.com/drbethkaplan/

X: https://x.com/drbethkaplan

Book: https://amzn.to/4hNBTjN

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Business Coaching for Sustainable GrowthIn this episode, Michael sits down with business coach Dave Reynolds to explore the strategies that drive sustainable growth. Dave shares his journey from selling his previous company and working in telecommunications to becoming a business coach. He highlights the power of asking the right questions and taking an outside perspective to help organizations uncover hidden opportunities.

Michael and Dave dive into a common challenge: many businesses have growth ambitions but lack a clear, structured plan. They discuss why scalability and sustainability are more critical than ever, especially in today’s unpredictable business environment. Dave explains how small, strategic adjustments—paired with the right structure and discipline—can lead to significant, long-term success. They also emphasize the value of collaboration, ensuring that businesses build proactive habits and internal problem-solving skills to manage challenges like capacity constraints effectively.

Dave’s Journey to Sharing His Coaching ProcessDave opens up about his decision to write a book, which started as a personal goal and evolved into a way to share his coaching insights with a broader audience. He reflects on the writing process, the challenges of recording an audiobook, and why chapters 3 through 8 are particularly impactful. These chapters outline key coaching principles, including discovery, self-awareness, focus, and commitment.

Michael reinforces the power of writing a book—not just as a tool for thought leadership, but as a gateway to other opportunities like courses, coaching programs, and speaking engagements. They discuss the importance of a follow-up culture in organizations and how Dave ensures his book provides actionable takeaways for readers.

The Power of Collaboration and VisibilityDave and Michael wrap up by discussing Dave’s engagement on LinkedIn and how his company is expanding its reach. From Kindle to Barnes & Noble to Amazon, Dave shares how his work is gaining traction across multiple platforms. Their conversation underscores the importance of visibility, connection, and continuous learning in today’s business landscape.

Actual Growth Begins with the Right Questions

A thriving workplace isn’t built on luck but on consistency, discipline, and a commitment to continuous improvement. But before success takes root, leaders must cultivate an environment where genuine growth can happen. And that starts with asking better questions.

In Radicle Growth, Dave Reynolds shifts the leadership conversation from command and control to collaboration and accountability. He challenges leaders to do less telling and more asking, empowering their teams to take ownership of their growth. Through purposeful conversations and a fresh leadership mindset, Reynolds lays out a framework for driving meaningful, sustainable change for individuals and the organizations they serve.

It’s time to move beyond outdated, transactional leadership styles. With Radicle Growth, leaders gain the tools to foster deep engagement, inspire innovation, and create a culture of accountability. If you’re ready to elevate your leadership game, this book is your next step toward transformational leadership.

About the AuthorDave Reynolds is a serial entrepreneur and the founder/CEO of The Rumin8 Group, a growth consulting firm helping businesses think strategically, develop high-performing teams, and navigate crucial conversations. With two decades of experience in sales leadership, performance management, and succession planning, Dave is passionate about unlocking potential through the power of the right questions. He lives in Halifax, Nova Scotia, Canada.

Book: https://amzn.to/42YPVdK

Website: https://rumin8group.com/

LinkedIn: https://www.linkedin.com/in/david-reynolds-99a71047/

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Philippe is the Founder of CrowdSec, an open-source multiplayer firewall that analyzes visitor behavior and provides an adapted response to all kinds of attacks. It leverages crowdsourced power to generate a global IP reputation database that protects the user network.

As of today, CrowdSec boasts 250k+ user installations from 185+ countries and 50M+ malevolent IPs blocked. The CrowdSec community's users include governments, major e-commerce actors, media and financial institutions, armed forces, universities, hospitals, research centers, and others—the company raised $15M+ in series A funding just last year!
The company’s ingenious software is built on the idea of “safer together.” Not only does CrowdSec block individual user attacks, but it also identifies each malevolent IP address during an attack. It uses this information to protect everyone in the CrowdSec community from future attacks.
Philippe received an MBA in Computer Sciences from EPITA. He has created five start-up companies and is a seed investor in ten others. He is on the front line of major innovations in tech use and security, and he loves to share his wealth of knowledge in podcasts and public speaking events.

Philippe loves to discuss:

• The most significant issue facing cybersecurity is how open-source cybersecurity platforms combat them.
• Why multiplayer firewalls can help limit zero-day attacks and minimize cyberwar from attempting to “divide and conquer” businesses.
• Why does Philippe believe malevolent IP attacks are growing in size, and how can everyday users equip themselves to protect their data?

https://crowdsec.net/
https://www.linkedin.com/in/philippehumeau/?originalSubdomain=fr&original_referer=https%3A%2F%2Fwww.google.com%2F

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Disrupting Search: A Conversation with Vikas on HyperDartIn a recent discussion, I spoke with Vikas, an entrepreneur and computer engineer with a track record of launching game-changing ventures. From founding Nagaro to building HyperDart, his latest innovation in the search engine space, his entrepreneurial drive is undeniable. We talked about the cycles of tech disruption—how every 20 years, industries are reshaped by fresh technologies or business models. HyperDart is positioning itself as the next big shake-up in search, and I couldn’t agree more with its potential to redefine how we access and monetize information.

Rethinking Search with HyperDartThe search landscape revolves around directing traffic and summarizing content, often leaving content creators scrambling for revenue. HyperDart is flipping that model. Instead of linking users to external pages, it allows knowledge creators to plug their insights into the search experience. Imagine search results that aren’t just static links but dynamic, intelligent answer cards—interactive, engaging, and built for today’s digital world. Not only does this enhance user experience, but it also creates a built-in monetization system, sharing revenue with the very people generating valuable information. The social layer of the platform further empowers users to customize their search experience and build audiences within HyperDart itself.

A Smarter Approach to MonetizationVikas and I dug into what this means for businesses and content creators. Traditional search platforms rely on broad, one-size-fits-all advertising models, but HyperDart is changing the game by enabling highly targeted, subject-specific search results. This opens up massive opportunities for organizations to generate new revenue streams by leveraging their existing content, websites, and social media presence. Businesses that understand the power of multichannel engagement can now build a direct, monetizable relationship with their audiences, right within search.

Search as a Platform, Not Just an EngineWe also explored a bigger shift: rethinking search not as a passive tool but as an active platform. HyperDart enables businesses, creators, and even large publishers to seamlessly integrate their knowledge into the search ecosystem through programmatic access. This is similar to the evolution we've seen in other industries—just as ride-sharing transformed transportation, HyperDart is revolutionizing how knowledge is distributed and consumed. By making search more dynamic and intelligent, we’re moving toward a world where authoritative, high-quality information is instantly accessible, bridging the gap between online discovery and real-world experiences.

HyperDart is more than just another search engine—it’s a new way of thinking about digital knowledge. If you’re as excited as I am about the future of search, I encourage you to dive deeper and explore what HyperDart offers.

About Vikas SehgalVikas is a visionary technology entrepreneur known for founding a highly successful tech startup that scaled to over a billion dollars in revenue. With a proven track record of innovation and leadership, he is now focused on building his next groundbreaking venture - HyperDart, a revolutionary internet search engine designed to reshape how people access and interact with information online. His work combines cutting-edge AI with expert-driven knowledge curation, positioning him as a key disruptor in the tech industry.

LinkedIn: https://www.linkedin.com/in/vsehgal/

Website: https://HyperDart.com/

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From Parking Garage Cashier to Executive Leader: Rhoda Banks’ Inspiring Career Journey🎙️ In this episode of the Breakfast Leadership Show, host Michael D. Levitt sits down with Rhoda Banks, a powerhouse in culture and inclusion leadership. Rhoda shares her remarkable journey—from working as a cashier in a hospital parking garage to becoming a senior executive in a financial institution. She discusses the pivotal moments that shaped her career, her passion for leadership development, and how her networking skills opened doors in the HR space.

Growing Up in an Inner-City CommunityRhoda reflects on her childhood in St. Louis, Missouri, where she experienced both the resilience and hardships of inner-city life. She shares how her strong community roots shaped her understanding of connection and support, despite the trauma surrounding her environment. A recent visit to her childhood neighborhood served as a powerful reminder of how far she has come—reinforcing the importance of personal growth and forward momentum.

Overcoming Family Challenges & Personal GrowthRhoda opens up about her family dynamics, including her father’s past as a hitman and the profound impact of her mother’s mental health struggles. She candidly discusses how these experiences shaped her resilience, influenced her parenting, and fueled her drive to succeed. Her time at a private high school became a pivotal turning point, exposing her to opportunities she had never imagined.

The Power of Mental Health & Self-ReflectionMichael and Rhoda dive into the importance of addressing mental health challenges for personal and professional growth. Michael draws parallels between Rhoda’s journey and his late mother’s, highlighting the necessity of healing past wounds. Rhoda emphasizes that success isn’t just about external achievements—it’s about doing the inner work to truly thrive.

Rhoda Banks’ Book Release – May 17th 📖Rhoda introduces her upcoming book, inspired by the acronym DOA (Dead on Arrival)—a term she refuses to accept as her fate. In her book, she shares lessons of resilience, transformation, and the mindset shifts needed to break free from generational cycles. She also encourages listeners to connect with her on social media for updates.

Mentorship & Its Lasting Impact on EntrepreneursRhoda shares a powerful story of mentorship—guiding a young woman named Carmen from an entry-level assistant role to a thriving serial entrepreneur. Her journey serves as a testament to the ripple effect of positive influence. Michael and Rhoda discuss the importance of acknowledging those who have shaped our paths and paying it forward.

Key Takeaways from This Episode:✅ The role of resilience and adaptability in career advancement
✅ How community experiences shape personal and professional growth
✅ The impact of mentorship in transforming lives
✅ Why addressing mental health is crucial for success
✅ Rhoda’s journey to authorship and her mission to inspire others

🎧 Tune in now! Don’t forget to subscribe, leave a review, and connect with us on social media!

📢 Follow Rhoda Banks:
📌 Instagram | 📌 LinkedIn | 📌 Twitter

🚀 Join the conversation! Share your thoughts on this episode using #BreakfastLeadershipShow

Dr. Rhoda Banks brings unique leadership insights from an unlikely source - growing up as the daughter of St. Louis's most notorious assassin before becoming a corporate DEI executive.

Leadership takeaways for your audience:

1. Building trust when your background raises eyebrows
2. Leading authentically in predominantly white spaces
3. Creating inclusive cultures from ground up
4. Rising from parking attendant to executive leadership
5. Transforming adversity into business advantage

Her new memoir "Daughter of an Assassin" launches in May. She offers practical strategies for leaders navigating complex organizational challenges.

Instagram: https://www.instagram.com/rhoda.banks/

LinkedIn: https://www.linkedin.com/in/virtualrhodabanks/; website: vantageandvox.com

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Dan’s Journey to Idaho RetreatsIn this episode, Michael welcomes Dan to discuss his incredible journey from Israel to the United States, where he built a career in programming and later wrote a book to help people discover their sense of belonging. Now, Dan is focused on building retreat venues nationwide, creating spaces for people to reconnect with themselves and others.

Michael shares a personal story about his cousin, who turned a passion into a thriving business, reinforcing that pursuing what truly fulfills you can lead to success. Dan explains why he chose Idaho as a base for his retreats, highlighting the state’s balance of recreation and work-life harmony. Michael reminisces about his experiences in Idaho, including an unforgettable snowball fight in 95-degree weather.

Overcoming Personal Challenges to Find BelongingMichael and Dan dive into the deeply personal journey of overcoming challenges, from addiction to finding true purpose. Dan reflects on his own path of self-discovery, which led to writing his book on belonging. He shares a powerful insight: before we can feel a sense of belonging in our careers or teams, we first need to cultivate it within ourselves.

They explore how self-awareness and understanding are crucial in fostering a work environment where people feel seen, heard, and valued. Michael reinforces that personal growth isn’t just about success—it’s about aligning with what truly matters.

Building Strong Teams Through ConnectionMichael shares his experience working for an insurance automation company in the late ’90s, where he and a team of 12 traveled across the country to install automation systems at independent insurance agencies. Recognizing the need for team cohesion, leadership made it a priority to bring everyone together at least once or twice a year. This simple investment in team bonding paid off, leading to a tight-knit group that could execute high-stakes projects—like a complex, week-long installation in New Orleans—with confidence and success.

The key takeaway? A strong sense of belonging isn’t just about the workplace—it’s about trust, collaboration, and shared purpose.

The Power of Belonging in Leadership & BusinessDan and Michael close the conversation by emphasizing the importance of fostering belonging in organizations. Dan shares his simple yet powerful framework for building psychological safety and engagement at work. He introduces his new company, Assemble Hospitality, and discusses his book, which lays out strategies for leaders to create cultures of belonging.

Michael reflects on his own experiences working at companies that truly prioritized a sense of connection—and the stark contrast of workplaces that failed to do so. They also touch on the challenges men face in today’s society when it comes to identity and belonging, reinforcing the need for self-discovery and purpose-driven leadership.

This episode is a must-listen for anyone looking to create meaningful connections, whether in business or in life.

Dan J. Berger (www.danjberger.com) is an Israeli-American entrepreneur, author, and community builder dedicated to fostering connection and belonging. His book, The Quest: The Definitive Guide to Finding Belonging (Forbes Books), cements his place as a thought leader on this essential human need. As the founder of Social Tables, an award-winning event design software company acquired by Blackstone-owned Cvent for $100 million, Dan revolutionized the events industry, helping people connect at scale. A recipient of multiple awards, including the Pacesetter Award from the Events Industry Council, he now leads Assemble Hospitality Group, reimagining corporate retreats to cultivate belonging and transform team dynamics.

An avid community builder, Dan founded the Idaho Israel Alliance, a nonprofit combating antisemitism after the October 7 attacks in Israel. He also spearheaded a prominent Idaho men’s group and actively participated in YPO and Tiger 21. Dan holds an MBA from Georgetown University and lives with his wife and daughter in Boise, Idaho.

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Overview of LOOR and its mission @ 0:00Marcus Pittman, the CEO and founder of LOOR.tv, explains that he created the platform to address the lack of entertainment content and programming targeted at younger, college-age audiences, particularly those with more conservative or faith-based leanings. LOOR aims to be an independent, crowdsourced platform that empowers young, emerging artists to create and fund their own projects without the constraints and regulations of the traditional Hollywood system.

Challenges with the current Hollywood model @ 1:14The discussion covers how the major Hollywood studios have become overly risk-averse, relying heavily on remakes, sequels, and reboots rather than investing in new, original IP. This is driven by the high costs and union regulations that make it difficult for independent filmmakers to break into the industry. As a result, audiences - especially younger generations - are becoming increasingly disengaged from mainstream Hollywood content.

Democratizing content creation with technology @ 4:00The conversation highlights how emerging technologies like AI and crowdfunding platforms are empowering independent artists to bypass traditional gatekeepers and create their own content. This democratization of the creative process allows for more diverse voices and perspectives to reach audiences. The LOOR model in particular leverages video game-style microtransactions to fund projects directly from subscribers, reducing financial risk for creators.

The future of entertainment and LOOR's role @ 11:04Looking ahead, the discussion explores how LOOR aims to become a cultural incubator for new talent, similar to how platforms like MTV and Saturday Night Live launched many successful careers. By providing a supportive environment for young, independent artists to experiment and develop their skills, LOOR hopes to uncover the next generation of entertainment industry leaders and disruptors.

Closing and next steps @ 28:48In closing, Marcus invites the audience to learn more about LOOR, either by subscribing to the platform, investing in the company, or connecting with him directly. He emphasizes the company's plans for growth and scaling the platform to reach a national audience.

Subscribe: https://www.loor.tv/sign-up/step-1

Invest: https://www.loor.tv/surveys/investor

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Episode Summary:
In today’s fast-paced world, burnout is a growing epidemic. But what if the secret to higher energy, sharper focus, and sustainable success isn’t working harder—but sleeping smarter? Enter sleepmaxxing, a game-changing approach to optimizing rest for peak recovery, clarity, and mental well-being.

In this episode, we dive into:
✅ How sleepmaxxing prevents burnout and boosts resilience.
✅ The science behind high-quality sleep and cognitive performance.
✅ Proven strategies to improve sleep and enhance mental clarity.
✅ The ripple effect: How better sleep transforms productivity and leadership.

If you’re a high achiever struggling with stress, decision fatigue, or exhaustion, this episode is a must-listen!

🔔 Subscribe & Share with fellow professionals who need this life-changing sleep strategy!

💡 Key Takeaways:
✔️ Burnout Prevention – Sleep restores energy, reduces stress, and regulates emotions.
✔️ Peak Mental Clarity – Sleep enhances focus, memory, and problem-solving.
✔️ Maximizing Recovery – Sleepmaxxing optimizes rest to fuel sustainable success.

📢 Resources & Links:
🛏️ Top Sleep-Enhancing Tools & Trackers
📘 Recommended Reading on Sleep Science
💡 Follow Us for More High-Performance Strategies

🎧 Listen now and transform your nights to supercharge your days! 🚀

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Seema’s Leadership Journey and InsightsSeema, a leader in business transformation, shared how she realized that leadership needed a serious overhaul to create value without causing harm. Her experience launching Canada’s first Social Finance Bank and working in finance across the country gave her a unique perspective on what works and what doesn’t in leadership. I recognized her drive to improve leadership and make a real impact, something she’s now bringing to the world through her book.

Addressing Toxic Work EnvironmentsSeema and I had a tough but necessary conversation about why so many workplaces today are toxic. The issue isn’t just lousy management; leaders are laser-focused on short-term targets while ignoring the human side of business. We both agreed that authentic leadership means creating an environment where people feel valued, engaged, and can do meaningful work. People don’t quit companies—they leave bad leaders.

Leadership Through Humility and ListeningI shared my experience turning around a high-turnover primary care clinic by doing something surprisingly simple—listening. Great things happen when leaders stop dictating and start understanding their people’s needs. Humility is key. Seema echoed this, emphasizing that leadership is about gathering perspectives, being fully present, and observing challenges with a fresh lens. If leaders truly listened more and talked less, they’d be amazed at what they could learn.

Seema’s Book on Consciousness TransformationSeema’s new book explores how consciousness can transform organizations and society. She first felt the pull to write in 2016, but the pandemic gave her message new urgency. Despite the skeptics, she boldly chose to walk away from a corporate consulting gig in Toronto to finish her book. That level of commitment to change is precisely what leadership needs today.

Adaptation and Awareness in LeadershipWe talked about how leaders who fail to adapt don’t just hurt their businesses—they create ripple effects that impact families and communities. History is full of once-dominant companies that collapsed because their leaders ignored external changes. The lesson? Adaptability isn’t optional. Leaders must be open to new experiences, actively listen to their teams, and adjust their strategies before it’s too late. Business isn’t static, and leadership shouldn’t be, either.

Leadership, Learning, and Team CohesionGreat leaders don’t pretend to have all the answers—they ask better questions. I emphasized the power of vulnerability in leadership, while Seema reinforced the importance of trusting the expertise within your team. When leaders foster a culture of learning and openness, innovation thrives. Seema’s book, launching March 28th, aims to start a much-needed dialogue about this shift in leadership.

Podcast Impact and Self-CareSeema and I also discussed the impact of our respective podcasts. She praised the conversational nature of my show, and we explored the role of storytelling in leadership. We also touched on her journey from burnout to being a book author, which is an essential reminder that leaders must prioritize their well-being to make a lasting impact.

Book: https://amzn.to/43jGXI6

Website: https://www.seemadhanoa.com/

LinkedIn: https://www.linkedin.com/in/seemadhanoa/

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Matthew Lesko, an 81-year-old entrepreneur, shared his life journey, his realization about government money programs, and his desire to educate people about them. He also discussed the importance of giving and helping others, the role of technology in sharing information, and the significant income disparity in the US. The conversation concluded with a discussion on personal growth, the widening income gap, and the importance of taking control of one's own destiny.

Community Economy and Capitalism DiscussionMatthew Lesko shared his experiences and insights about the balance between the community economy and capitalism in the US. He emphasized that the community economy, which includes government and nonprofit organizations, accounts for 40% of the economy, while the remaining 60% is driven by capitalist ventures. Matthewlesko also discussed his personal journey, from growing up in a working-class family to becoming a successful consultant and entrepreneur. He expressed his frustration that many people, particularly those struggling financially, are unaware of the government programs and resources available to them, and that those who are more affluent often exploit these systems for personal gain.The Value of Giving and HelpingMatthew and Michael discussed the importance of giving and helping others, drawing from their personal experiences and observations. Matthew shared his journey of realizing the value of giving and how it has grown over time, particularly through his subscription service that has helped 15,000 people access grants. He emphasized the importance of sharing one's unique talents and not copying others. Michael agreed, highlighting the positive impact of Matthew's service on society. They also touched on the idea of finding one's own unique talents and not being afraid to fail while pursuing them. The conversation ended with Matthew expressing his frustration over the misconception that his subscription service was a strategic branding move, when in fact, it was born out of a desire to help others.Google's Impact on Income InequalityMatthew expressed his belief that Google is negatively impacting society, particularly those who are struggling financially. He pointed out that the average income for the bottom 90% of earners has not increased significantly over the past 40 years, while the top 10% have seen substantial growth. This, he argued, has led to a higher poverty rate in the US compared to other developed countries. Michael responded with a non-committal "Hmm".Widening Income Gap and SocietyMichael and Matthew Lesko discussed the widening income gap and its impact on society. Matthew shared his belief that the gap started around 1979 and that it's not just about wealth, but also about skills and education. They agreed that there are programs now for skills training, which could lead to higher-paying jobs without the need for a college degree. They also touched on the topic of greed and dissatisfaction, which they believe contribute to hatred. Matthew emphasized the importance of personal growth and comfort in improving one's life and society as a whole. They concluded the conversation with Matthew sharing his community resources and Michael expressing his appreciation for Matthew's service and insights.

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Transformative Leadership Insights: As the founder of Conscious Business Consulting, Monika has empowered high-profile clients like EY, Unilever, and Toyota to enhance their leadership capabilities and prevent burnout, showcasing her ability to drive results across diverse industries. Her work with leaders from 68 countries provides unique cultural perspectives that can inspire actionable changes within workplace environments.

Innovative Approaches to Resilience and Inclusivity: Monika’s innovative methodologies, including the use of LEGO® Serious Play in her coaching, align perfectly with the Breakfast Leadership Show's focus on personal growth and mental resilience. Her passion for cultural diversity and inclusion is poised to offer listeners fresh strategies for fostering inclusive workplaces and enhancing overall well-being.

Website: https://monikaguzek.com/

LinkedIn: https://www.linkedin.com/in/monika-guzek/

Courses: https://monikaguzek.com/sklep/

Navigating Challenges and Embracing DiversityMonika and I dove into the tough realities of today’s world—everything from the lingering effects of the pandemic and global conflicts to economic struggles and shifting governments. One of the biggest challenges we see? The decline of joy in the workplace. Monika pointed out that the blending of personal and corporate life plays a huge role in this. She stressed the importance of embracing cultural and generational diversity, with leaders stepping up to empower their teams and create truly inclusive environments. We also explored how social skills are critical in today’s workplace—many people feel overwhelmed and struggle to manage their workload effectively.

Embracing Diverse Communication and Cultural NuancesCommunication in a diverse workplace isn’t just about words—it’s about understanding the meaning behind them. Monika emphasized the need to strike a balance between positivity and tough conversations, as well as the importance of reading between the lines in different cultural contexts. I completely agreed. Clear communication is key, but so is recognizing cultural nuances. Personally, I appreciate direct communication and love using humor as a tool—even if it doesn’t always land perfectly. We both agreed that embracing these differences leads to stronger collaboration and better teamwork.

Fostering a Healthy Workplace CultureWe also explored what it takes to build a thriving workplace culture—one where people feel connected and supported. Monika highlighted the importance of playfulness and fun at work, even bringing up how something as simple as Lego can spark creativity. That said, there’s a balance—some industries require a more structured approach. We also touched on the insights from The Culture Map, discussing how different cultural dimensions influence workplace interactions. At the end of the day, considering different perspectives makes for a more productive and enjoyable work environment.

Building Trust in Diverse WorkplacesTrust is the foundation of any great workplace. When leaders and employees trust each other, they can create better products and services that make a real impact. I emphasized how crucial it is for leaders to foster that trust—because without it, everything else falls apart. Monika added that trust-building requires awareness of cultural differences and individual needs. It’s all about open communication, self-awareness, and a conscious approach to understanding those we work with. When we get this right, we create workplaces where people feel valued, heard, and truly connected.

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In this episode, we explore the art of delegation—a vital skill for executives aiming to lead resilient, adaptable organizations. Many leaders struggle to relinquish control or feel swamped by daily tasks. Discover three essential strategies for effective delegation, uncover common obstacles, and learn actionable solutions to empower your team and prioritize strategic leadership. Keywords: delegation strategies, effective leadership, resilient companies, executive delegation, team empowerment What You’ll Learn* How to assess tasks and decide what to delegate * Tips for selecting the right team member for the job * The importance of clear expectations and instructions * Common delegation pitfalls and how to overcome them * Why delegation is key to surviving recurring business challenges

Key Segments1. Crucial Exercise #1: Assess the Work
Delegation begins with evaluation. Ask: Is this task central to your leadership role? If not, identify the skills required and match them to a capable team member. Learn to let go of non-essential duties to focus on high-impact priorities. 2. Principle #2: Choose the Correct Person
Picking the right individual is crucial. Evaluate expertise, workload, and readiness to ensure the task lands in capable hands. Delegation isn’t just offloading—it’s about empowering the right people. 3. Essential Practice #3: State Expectations and Directions
Clear communication drives successful delegation. Find out how to set detailed expectations, provide resources, establish deadlines, and check in without micromanaging. 4. Overcoming Delegation Challenges
From fear of losing control to doubting your team’s abilities, delegation can be tough. This episode breaks down common hurdles and shares proven techniques: * Foster open communication * Set clear guidelines to minimize errors * Invest time upfront to save effort later * Use delegation as a growth opportunity for your team

1. Conclusion: Build a Resilient Future
   Effective delegation isn’t just a time-saver—it’s a leadership essential. By mastering these strategies, you can create a trusting, capable team and focus on high-impact strategic initiatives. Featured Quote“Delegation takes time upfront but saves you from burnout and rework in the long run.” Resources Mentioned* Blog Post: Mastering Delegation for Resilient Leadership
2. Books:
   • Burnout Proof (Amazon)
   • The Great Resignation & Quiet Quitting (Amazon)
   • 369 Days: How To Survive A Year of Worst-Case Scenarios (Amazon)

Connect with Breakfast Leadership Network: Subscribe to the Breakfast Leadership Podcast for more insights on leadership, burnout prevention, and team empowerment: * Apple Podcasts: Listen Now * YouTube: Subscribe * Blog: BreakfastLeadership.com/blog * Interviews: BreakfastLeadership.com/media

Follow Breakfast Leadership Network on social media: * LinkedIn: Breakfast Leadership * X: @bfastleadership * Instagram: @bfastleadership * TikTok: @bfastleadership

Enjoyed this episode? Leave a review on Apple Podcasts and share it with your network! Want more leadership insights? Explore additional resources at BreakfastLeadership.com. Next Episode Teaser: Burnout-proof your leadership—tune in next week for practical tips to thrive under pressure.

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Breaking Barriers: Advancing Women’s Careers Without Burnout – with Dana CoxIn this episode of the Breakfast Leadership Show, Michael welcomes Dana Cox, founder and CEO of Fixed Coaching and Consulting, to discuss the realities of career advancement for high-achieving women without sacrificing well-being. Dana shares her mission to help women rise in leadership while avoiding the burnout trap.

They tackle the unique challenges female executives face, including the “third shift” of mental load that often goes unnoticed. Michael and Dana discuss why work-life harmony—not balance—is the real goal and how men can step up at home to support true equity. They also examine how COVID-19 reshaped workplace expectations, the crucial role of self-awareness in preventing burnout, and the natural leadership strengths women bring to the table.

From Burnout to Badass: The Power of BoundariesMichael and Dana explore the power of self-reflection and boundary-setting—two critical tools for sustainable success. Dana shares her burnout journey and how it fueled her book, From Burnout to Badass. The key takeaway? You don’t have to reinvent yourself to find fulfillment. Small, intentional shifts can create a meaningful work-life dynamic that works for you, not against you.

Self-Care as a Leadership StrategyBurnout prevention isn’t just about time off—it’s about prioritizing yourself every day. Dana and Michael discuss practical self-care strategies that help leaders maintain energy, focus, and productivity. They discuss the value of self-awareness in both personal and professional life and highlight key insights from Dana’s book on overcoming burnout and creating a life that feels both successful and sustainable.

🚀 Ready to take control of your career and well-being? Tune in now!

Website: https://www.danalcox.com/

LinkedIn: https://www.linkedin.com/in/danalcox

Book: From Burnout to Badass https://amzn.to/4bCxH47

Success isn’t just about climbing the ranks—it’s about leading with impact while living a life that feels as fulfilling as it looks. Dana L. Cox is dedicated to helping ambitious women and forward-thinking organizations achieve both.

With over two decades of senior leadership experience, Dana has navigated the high-stakes world of financial services and tech, understanding firsthand the pressures and expectations that come with leadership. She knows what it takes to excel without burnout and is on a mission to ensure women don’t have to choose between success and well-being.

As the Founder of FIX Coaching & Consulting, Dana delivers results-driven coaching and leadership programs that go beyond theory. She equips women with the strategies, confidence, and clarity to lead boldly—without compromise. For organizations, she drives efficiency, fosters inclusive cultures, and helps build workplaces where diverse leadership thrives.

Dana’s approach is accurate, actionable, and transformative. She’s here to cut through the noise, provide the tools and support needed for lasting success, and ensure that thriving professionally and personally is not just a goal but a reality.

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Adapting Leadership for the Modern WorkforceIn this episode, Michael D. Levitt and Dr. Greg Giuliano explore the evolution of leadership from a rigid, top-down approach to a more coaching-driven model. Greg highlights the shift in workplace dynamics, where employees now seek empathetic, adaptable, and empowering leaders. Using the analogy of a soccer coach, he illustrates how successful organizations recognize that leaders should set the vision, but the team is responsible for delivering results.

The Power of Empathy and Curiosity in LeadershipMichael and Greg discuss the critical role of empathy and curiosity, especially in times of change. Michael shares his experience transforming a clinic with high turnover into a thriving workplace by truly understanding his team’s needs. Greg reinforces that great leaders create environments where people are motivated to give their best—not out of obligation but because they feel valued. They also discuss the importance of allowing employees to operate in their “sweet spot” and equipping them with the necessary resources to succeed.

Leveraging Summer Students to Strengthen Work CultureThe conversation shifts to the benefits of integrating summer students into an organization. Michael underscores that fostering a strong workplace culture isn’t just about productivity—it’s about creating an environment where employees feel appreciated and supported, which naturally leads to retention and attraction of top talent. He emphasizes that when leaders prioritize employee well-being, they build a workplace where people want to stay and grow.

Fostering Positive Team Culture as LeadersGreg emphasizes that leaders can shape positive team cultures, even within large organizations. Leaders can drive engagement and retention by setting clear expectations, establishing healthy boundaries, and prioritizing team well-being. He introduces the mindset of "serving to lead"—a principle inspired by the Royal Military Academy Sandhurst—highlighting that leadership isn’t about authority but creating the conditions for teams to thrive.

Building Strong Teams Through Training and FunMichael shares a powerful story from his time in insurance automation software, where an overlooked installation department wholly transformed under exemplary leadership. The department became a well-respected, high-performing unit through quarterly training sessions and team-building activities. Their teamwork and strategic execution were so impactful that they were handpicked for a significant project in New Orleans, ultimately earning glowing client recommendations. This story reinforces that investing in team culture leads to stronger performance and long-term success.

The Connection Between Therapy and Team BuildingGreg and Michael discuss the parallels between therapy and leadership, emphasizing the importance of emotional intelligence in building resilient teams. With his background in therapy and coaching, Greg explains how leaders who nurture personal connections within their teams create stronger, more engaged workplaces. They conclude that self-awareness and empathy are non-negotiable skills for today’s leaders.

Greg’s Work at Ultra LeadershipTo wrap up, Greg shares insights into his work at Ultra Leadership, where he provides executive coaching, team development, and change management consulting.

Dr. Greg Giuliano is an advisor and executive coach to senior leaders and teams worldwide. He founded GA | Ultra Leadership, designing leadership and team development strategies that drive organizational transformation. He aims to help leaders and teams grow their capacity to enable positive disruption for markets, organizations, teams, and individuals.

Greg is the author of three #1 Amazon Bestsellers—Coaching for (a) Change (2024), The Next Normal (2022), and Ultra Leadership (2016)—as well as The Hero’s Journey (2014).

Website: ultraleadership.com

LinkedIn: https://www.linkedin.com/in/greggiuliano/

YouTube: https://www.youtube.com/@ultraleadership

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Join Michael Levitt, Chief Burnout Officer of the Breakfast Leadership Network, as he dives into the exciting world of Podcasthon 2025! In this episode, Michael introduces Podcasthon—an annual event that unites the global podcasting community to support charities and amplify causes that truly make a difference. Learn how this powerful movement blends purpose-driven leadership, sustainability, and human-centered values with podcasting’s unique ability to create real-world impact.

Discover why 2025 is set to be a breakthrough year for leaders focusing on social impact and positive change. Michael shares insights on the latest leadership trends centered around people-first initiatives, sustainability, and aligning with broader causes. From donating and volunteering to simply tuning in, he explains how every bit of support counts.

🌐 Visit Podcasthon.org to learn more about this inspiring event, the causes it supports, and how you can contribute! Whether you’re a listener, a leader, or a changemaker, this episode will show you how to make a difference through the power of podcasting.

Don’t miss this inspiring conversation that empowers us to use our voices for good!

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Todd Bertsch is a dynamic entrepreneur, motivational speaker, life-optimization coach, and host of The BOLT Podcast. His remarkable journey from overcoming challenges in his youth to a life-changing transformation in his 20s has shaped his career and established him as a respected figure in digital marketing, education, and leadership. In 2009,

Todd founded Evolve Marketing, a successful digital agency that reflects his curious spirit and dedication to excellence. Driven by a passion to inspire, Todd's mission is to encourage individuals to embrace change, cultivate a growth mindset, and lead lives filled with purpose and fulfillment. His commitment to community service is evident through his involvement on numerous nonprofit boards, and he currently serves as the president of Leadership Akron Signature Class 39.
• https://www.linkedin.com/in/toddmbertsch/
• https://www.facebook.com/theboltwithtoddb
• https://www.instagram.com/theboltwithtoddb/
• https://www.youtube.com/@theboltwithtoddb

Meeting Summary ✨Evolve Marketing’s Origin Story ⏳ 4:48Todd shares how he founded Evolve Marketing in 2009 during the recession, leveraging his prior experience to build a digital marketing agency rooted in a positive, family-like culture for his team.

Personal Growth and Transformation 🌱 6:18The COVID-19 pandemic became a turning point for Todd, leading him to work with a high-performance coach and complete programs like Brendon Burchard’s. This journey sparked his transition into keynote speaking, life coaching, and launching a podcast focused on personal development.

The Power of Curiosity and a Growth Mindset 🧠 14:11Todd highlights the importance of curiosity and embracing a growth mindset. He notes that many people get stuck in a fixed way of thinking, and simple habits like daily gratitude can drive meaningful personal and professional transformation.

Building a Supportive, Empathetic Workplace Culture 🤝 24:24Todd and Michael discuss the impact of leaders fostering a safe, empathetic work environment where employees feel supported and encouraged to share challenges. This strengthens trust and cultivates a true sense of community within organizations.

Final Thoughts & Next Steps 🔗 30:06Todd shares his website and social media details, while Michael expresses appreciation for the discussion and interest in staying connected for future collaborations.

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The Power of Fractional Leadership: Lior’s Entrepreneurial and Technological JourneyIn this episode of the Breakfast Leadership Show, I sit down with Lior, a self-taught technologist and growth expert who has been building and scaling businesses since he was 14. Originally from Israel, Lior moved to the U.S. 14 years ago and has successfully built and sold multiple companies. Now, as a fractional Chief Technology Officer (CTO) and Chief Growth Officer (CGO), he helps businesses navigate technology and growth strategies without the need for full-time executive hires.

Lior shares invaluable insights on problem-solving, attention to detail, and understanding cause and effect—critical skills for success in any industry. He also challenges the misconception that only certain people can excel in technology, encouraging more professionals to explore coding and tech-driven solutions.

Why Businesses Need a Fractional CTOTechnology is a game-changer for modern businesses, but navigating it can be complex and expensive. Lior and I discuss the growing need for experienced technology leaders and how companies can benefit from a fractional CTO. Rather than hiring a full-time executive, companies can leverage a senior tech expert part-time, gaining high-level strategic guidance without the hefty price tag.

We also explore a fascinating market shift: Companies are shifting away from relying solely on external tech providers and returning to in-house technology solutions. A fractional CTO helps businesses stay agile and competitive in this evolving landscape.

The Rise of Fractional Executives: A Smarter Way to ScaleBeyond technology, fractional leadership is transforming executive roles across industries. Whether it's a CTO, CMO, or CFO, businesses are realizing the benefits of bringing in high-caliber talent as needed. I highlight how fractional leaders drive performance, eliminate organizational silos, and provide specialized expertise—an especially crucial advantage in today’s remote-first world.

Lior and I also discuss how fractional executives bring expertise and a vast network of connections, helping companies access opportunities they wouldn’t otherwise have. He compares hiring a fractional executive to working with a law or CPA firm—tapping into top-tier professionals without the full-time overhead.

Leveraging Fractional Leadership for Business GrowthFractional leadership isn’t just about cutting costs but elevating business strategy. Lior breaks down how fractional CTOs support leadership teams by providing strategic insights, keeping companies ahead of tech trends, and ensuring businesses adapt to the ever-changing digital landscape. I liken it to having a fractional cleaning crew—you get expert-level service without the commitment of a full-time hire.

If your business wants to level up its technology and leadership without the constraints of full-time executive salaries, this episode is packed with actionable takeaways. Connect with Lior to explore how fractional expertise can transform your company’s growth.

Serial entrepreneur specializing in digital transformation - mobile, web, and desktop. Founded his first company at 14, Lior built over three technology companies and exited two while still in his 20s. He's worked on anything from promoting DIY Chicken Coups to extensive scale marketing automation systems.

Lior specializes in simplifying complex concepts into actionable steps that drive effective results in digital products, traffic generation, conversion, and software engineering solutions.

He's worked on over 30 mobile apps used by hundreds of millions of people worldwide and hundreds of websites, both B2C and B2B. His apps were featured in publications by Microsoft, showcasing the best UI, and also featured on the Apple US App Store.

Currently, Lior spends his time building new technology-oriented joint ventures with other entrepreneurs and companies or as a fractional CTO and CRO to founder-led companies with $20M-100M revenue looking to grow and supporting nonprofits with the same roles.

Website: https://ctox.com/our-team/

LinkedIn: https://www.linkedin.com/in/liorweinstein/

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Episode Summary: In this episode of the Breakfast Leadership Show, we explore the silent productivity killer: procrastination. Whether you’re a business leader, entrepreneur, or managing multiple responsibilities, procrastination can hinder your ability to reach your goals. Discover seven actionable strategies to help you stop procrastinating and take control of your time, enabling you to achieve more and unlock your full potential.

Tune in to uncover proven tips to transform your workflow, enhance productivity, and stay focused on what matters most. This episode is a must-listen if you're ready to conquer procrastination and boost your efficiency.

Key Takeaways:

• Set Clear Deadlines with Intent – Learn how setting firm and actionable deadlines helps combat procrastination and ensures consistent progress. Break deadlines into smaller steps to stay on track and maintain focus.
• The 2-Minute Power Move – Discover how tackling tasks that take less than two minutes immediately can reduce mental clutter and create momentum for larger projects.
• Use the Micro-Task Method. This strategy helps Overcome the feeling of overwhelm by breaking large tasks into small, manageable steps. It will also reduce procrastination and make tasks seem more achievable.
• The Accountability Advantage – Find out how external accountability, whether through a friend, mentor, or public commitment, can keep you motivated and focused on completing tasks.
• Distraction-Proof Your Environment – In today’s digital age, distractions are everywhere. Learn how to eliminate common distractions to improve concentration and productivity.
• The Time-Boxing Technique – Time management is key when fighting procrastination. Discover how time-boxing and techniques like the Pomodoro method can create urgency and keep you engaged.
• Motivation Stacking – Learn how pairing tasks you enjoy with ones you tend to avoid can make productivity more rewarding and increase your chances of following through.

Resources Mentioned:

• Breakfast Leadership Blog – Dive deeper into time management, productivity, and leadership strategies with in-depth articles.
• Time Management Tips – Explore more time management strategies that will help you maximize productivity and stay focused.
• Project Management Strategies – Break down large projects into manageable tasks and prevent overwhelm with these expert tips.
• Creating High-Performance Teams – Learn how accountability and collaboration within teams can enhance overall productivity.
• Focus Improvement Techniques – Discover additional techniques to improve focus and concentration to reduce distractions.
• Time Management Strategies – Master time management techniques and boost efficiency with these helpful resources.
• Work-Life Balance – Achieve a healthy balance between work and personal life to enhance productivity and well-being.

Connect with Us:

• Website: BreakfastLeadership.com
• LinkedIn: Breakfast Leadership on LinkedIn
• Twitter: @BreakfastLead
• Instagram: @BreakfastLeadership

Leave a Review: If you found this episode helpful, we’d love to hear from you! Leave a review on Apple Podcasts or your preferred podcast platform. Your feedback helps others discover the show and motivates us to bring you more valuable content.

About the Show: The Breakfast Leadership Show provides actionable insights for business leaders, entrepreneurs, and individuals who want to overcome burnout, increase productivity, and lead purposefully. Tune in for expert tips on leadership, personal development, and strategies to thrive in today’s fast-paced world.

Stay Connected: Subscribe to the Breakfast Leadership Show to receive more episodes on leadership, productivity, mental health, and business growth delivered straight to your inbox.

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Building Sustainable Businesses Through Human-Centered LeadershipIn this insightful conversation, Glen and Michael dive deep into the critical role of human capital in building sustainable businesses. They challenge the outdated mindset of treating employees as mere assets and emphasize the need to recognize them as people first. Glen shares his powerful personal experience of being fired for prioritizing his family, a moment that inspired his book advocating for work-life balance. Together, they explore how organizations must prioritize employee well-being to create business models that support both career growth and personal fulfillment.

The discussion also touches on the demographic crisis in Japan, exploring the potential ripple effects if businesses worldwide fail to adapt more sustainable and people-focused policies. Glen highlights that companies must go beyond profit generation and focus on delivering extraordinary value to society to ensure long-term success.

The Business Case for Work-Life BalanceMichael and Glen emphasize that valuing employees isn’t just the right thing to do—it’s a smart business strategy. If employees feel undervalued or overworked, it leads to disengagement, burnout, and ultimately, a less sustainable organization. Michael shares a personal story of how his spouse’s supportive boss helped her navigate a family emergency without workplace penalties—a stark contrast to companies that punish employees for prioritizing their personal lives.

Glen critiques the short-sighted approach of companies that penalize employees during crises, arguing that embracing work-life balance leads to higher engagement, retention, and performance. Sustainable success comes from investing in people, not just squeezing productivity out of them.

From Bestselling Books to Podcast SuccessMichael and Glen also discuss Glen’s latest bestselling book, which is making waves globally. Glen encourages listeners to connect with him on LinkedIn and leave reviews on Amazon, reinforcing the importance of spreading this vital message about people-first leadership. Michael highlights the game-changing insights from Glen’s work and underscores how organizations that prioritize employee well-being set themselves up for long-term, sustainable success.

Want more leadership insights? Tune in, take notes, and start transforming your workplace today.

Glen Wood is the President and Co-Founder of Smart Vision Logistics (SVL), a company dedicated to building sustainable, future-ready supply chains. A recognized expert on economic trends and parental rights in the workplace, Glen has been featured on CNN, CNBC, the BBC, and in major publications like The New York Times and The Washington Post.

Website: https://www.glenwoodparentalrights.com/

LinkedIn: https://www.linkedin.com/in/glenwood/

Book: https://amzn.to/4gH0xRX

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Management Training, Trust, and the Evolving Role of LeadersIn this episode, Michael sits down with David Dilger, founder of Edge Legal, to explore managers' challenges and why so many struggle in leadership roles. David shares his career journey and what led him to help organizations build positive, trust-based workplaces.

Michael highlights a common workplace issue—managers being promoted for their technical skills rather than leadership abilities—leaving them unprepared for the realities of team management. They discuss why avoiding difficult conversations is more common than outright bad leadership and how addressing challenges early can make all the difference.

The conversation also dives into:
✅ The role of trust in leadership and how it impacts team performance
✅ Psychological safety—why employees need to feel secure to thrive
✅ The shift from traditional management to mentorship and coaching-driven leadership

If you want to build stronger, more engaged teams, this episode is packed with insights you won't want to miss!

Building Strong Teams: Communication, Boundaries, and LeadershipMichael and David continue their conversation by tackling one of the biggest keys to effective leadership: communication. David shares his expertise on how managers can understand individual strengths, respect personal boundaries, and create a supportive, high-performing team.

They also discuss:
🔹 The importance of clear, respectful communication in leadership
🔹 How past workplace relationships—both successful and unsuccessful—can shape management styles
🔹 Why organizations struggle with handling terminations and how to approach them with integrity

Michael and David dive deep into the challenges leaders face and how they can improve their management approach. Tune in for a conversation filled with practical strategies and expert insights!

David is the Co-Founder of Edge Legal, an Australia-based employment and safety legal firm that empowers employee-employer relations across organizations by challenging traditional rigid HR tools and helping build respectful workplaces free of legal fears.

Backed by a deep understanding of psychosocial safety and effective communication, David has a strong track record in people management. He has worked extensively with the Government of Tasmania, the Tasmanian Chamber of Commerce and Industry, and top companies like Cotton On Group, Costa Group, Grant Broadcasters, and Tassal.

David's ability to blend legal know-how with practical experience as a senior executive sets him apart. As a seasoned HR-legal authority, David has donned many hats — from tutoring at the University of Tasmania to presenting at national HR conferences.

Topics:
How self-awareness is critical to effective leadership and people management.
Here are practical tips on how managers and business leaders can make employees feel psychologically safe, reduce stress, and improve performance.
Actionable advice for managers to communicate clearly, respectfully, and conflict-free with employees.
Balancing leIt is balancing dance with a supportive workplace that prioritizes employee well-being and reduces legal fears.

More about David:
Sittingmembersr has been on TAC (Ton Tasmanian Training Agreements Committee) since 2006.
He was the former CEO of Banjo’s Corporation, under which the organization was a National Finalist and Joint State Winner at the AHRI People Management Awards.
Ex-Partner at Page Seager Lawyers for 7+ years focused on Employment & Safety.
We have delivered to businesses on behalf of the federal government following the introduction of the Fair Work Act.
Regularly appears in the Fair Work Commission and other industrial tribunals, like the Tasmanian Industrial Commission and Anti-Discrimination Commission and Tribunal.

https://www.linkedin.com/in/david-dilger-59b2bb58/
https://edgelegal.com.au/
https://www.linkedin.com/company/tasmanian-chamber-of-commerce-and-industry/
https://banjos.com.au/
https://www.pageseager.com.au/

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Introductions and background @ 0:00Michael and Schuyler introduce themselves and discuss Schuyler's background, including his time in the military, his MBA, and how he got into the real estate and laundromat businesses. Schuyler shares that he has a family, multiple businesses, and around 70 employees.

Schuyler's new book @ 12:40Schuyler discusses his upcoming book "The Steady Leader", which focuses on leadership principles and models he has developed through his diverse experiences. The book is divided into three sections: leading yourself, leading a team, and leading a company. Schuyler explains the importance of being "combat ready" as a leader by being mentally, physically, and spiritually healthy.

The power of gratitude @ 26:58Michael and Schuyler discuss the power of gratitude, with Schuyler emphasizing that starting the day with gratitude can "send the darkness running" and set a positive tone. They agree that the language we use, whether it's "I get to" versus "I have to", can have a significant impact.

Recap and next steps @ 27:49The conversation wraps up with Schuyler providing information on where people can find him and his book online, and Michael thanking Schuyler for his service and leadership.

Book: Steadyleader.com

wgrouprealestate.com

LinkedIn: https://www.linkedin.com/in/schuylerwilliamson/

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AI Security in High-Risk SectorsIn a recent conversation, Alec and I dove into the critical role of AI security, especially in high-risk sectors like healthcare and banking. Alec stressed that AI must be secure and aligned with business strategies while ensuring governance, risk management, regulatory compliance, and cybersecurity remain top priorities. I couldn’t agree more—AI in the wrong hands or without proper safeguards is a ticking time bomb. Sensitive data needs protection, and businesses must stay ahead of evolving regulations. We also touched on the growing need for private AI solutions, given the rising threats of cyberattacks like prompt injections.

Cybersecurity and AI in OrganizationsOur discussion expanded into cybersecurity and AI adoption within organizations. Unvetted AI solutions pose significant risks, making internal development and continuous monitoring essential. Alec’s company, Artificial Intelligence Risk, Inc., deploys private AI within clients' firewalls, reinforcing security through governance and compliance measures. One key takeaway? Awareness is everything. Many organizations jump into AI without securing their systems first. I was particularly interested in the “aha moments” Alec’s clients experience when they see AI-driven security solutions in action.

AI Governance and Confidentiality ConcernsAlec shared a governance issue where a company implemented Microsoft Copilot—only to discover it unintentionally exposed confidential employee data. This highlighted a major concern: AI needs strict guardrails. Alec advocated for a “belt and suspenders” approach—limiting system access, assigning AI agents to specific groups, and avoiding over-reliance on super users who could inadvertently misuse AI. The lesson? AI governance isn’t optional; it’s a necessity.

AI Applications in Call CentersAI’s potential spans across industries, and call centers are a prime example. Alec described a client who leveraged AI to analyze 150,000 call transcripts, leading to a 30% reduction in call length and an additional 30% drop in overall call volume—all thanks to AI-driven website improvements. Beyond customer service, AI is making waves in investment research, analyzing earnings calls and regulatory filings. I even shared a fun hypothetical—using AI to predict the Toronto Blue Jays’ performance—proving that AI’s applications go beyond business into fields like sports analytics.

AI Adoption, Security, and PrivacyWrapping up, Alec and I discussed the double-edged sword of AI adoption. While AI presents massive opportunities, it also comes with security, ethical, and privacy risks. Alec emphasized the need for strong leadership in AI implementation, ensuring data quality remains a top priority. I pointed out that the fear of missing out (FOMO) on AI can lead companies to make reckless decisions—often at the cost of security. Alec’s company specializes in AI security solutions that safeguard against data breaches and attacks on Large Language Models, reinforcing the importance of a strategic, security-first approach to AI adoption.

Alec Crawford is Founder & CEO of Artificial Intelligence Risk, Inc., a company that accelerates enterprise Gen AI adoption - safely. He has been working with AI since the 1980’s when he built neutral networks from scratch for his Harvard senior thesis. He is a thought leader for Gen AI with a blog at aicrisk.com and podcast called AI Risk Reward. He has more than 30 years of experience on Wall Street with his last role being Partner and Chief Risk Officer for Investments at Lord Abbett.

linkedin.com/in/aleccrawfordOur StoryDedicated to shaping the future. At AI Risk, Inc., we are dedicated to shaping the future of AI governance, risk management, and compliance. With AI poised to become a cornerstone of business operations, we recognize the need for software solutions that ensure its safety, reliability, and regulatory adherence.Learn moreOur Journey​Founded in response to the burgeoning adoption of AI without proper safeguards, AI Risk, Inc. seeks to pioneer a new era of responsible AI usage. Our platform, AIR GRCC, empowers companies to manage AI effectively, mitigating risks and ensuring regulatory compliance across all AI models.​Why Choose AI Risk, Inc.?​* Comprehensive Solutions: We offer an all-encompassing platform for AI governance, risk management, regulatory compliance, and cybersecurity. * Expertise: With extensive experience across industries and global regulations, we provide tailored solutions to meet diverse business needs. * Futureproofing: As AI regulations evolve, our platform remains updated and adaptable, ensuring businesses stay ahead of compliance requirements. * Cybersecurity Focus: Recognizing the unique challenges of AI cybersecurity, we provide cutting-edge solutions to protect against threats and ensure data integrity.

​​Get Started with AI Risk, Inc.​Whether you're a large corporation or a budding startup, AI Risk, Inc. is your partner in navigating the complexities of AI implementation securely and responsibly. Join us in shaping a future where AI drives innovation without compromising integrity or security.

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Innovation as a Catalyst for GrowthBruce and I had a deep dive into the role of innovation in driving organizational success, particularly for small and medium-sized businesses that have reached maturity. Bruce underscored the necessity of renewal—companies can't afford to stay stagnant. Not every innovation initiative will hit the mark, but every attempt offers valuable lessons. I couldn’t agree more. Innovation isn't just about flashy new ideas; it’s about fostering a mindset of curiosity and resilience.

People are at the core of innovation, and the right team can make or break an organization’s ability to evolve. We both recognized that hiring the right people is one of the toughest challenges leaders face, but beyond that, organizations need to cultivate a culture that encourages innovation. It’s not just about having the right tools or processes—it’s about creating an environment where ideas can thrive.

Innovation and Workplace EngagementThe reality is, workplace engagement is at an all-time low. I shared my concerns about the lack of innovation in many workplaces, referencing a Gartner study that found only 2 out of 10 employees are fully engaged. That’s a crisis. When organizations fail to innovate, they don’t just lose competitive advantage—they lose their people.

Innovation isn’t a luxury; it’s essential for progress. Leaders must be intentional about encouraging, investing in, and even demanding innovation. A practical step? Ask job candidates about their experience with innovation in their current workplace. Are they encouraged to think creatively? Do they have the freedom to test new ideas? Bruce echoed these sentiments, reinforcing the idea that engagement and innovation go hand in hand.

Rethinking Creativity in the Accounting IndustryMost people wouldn’t associate accounting with creativity, but Bruce and I explored why it’s critical for the industry. I emphasized the importance of curiosity and thinking beyond the traditional numbers game, while Bruce pointed out the role of pattern recognition and strategic inquisitiveness. It’s not enough to be curious—you have to direct that curiosity toward solving real-world problems. The firms that embrace this mindset will be the ones that thrive in an evolving market.

Intentionality, Motivation, and Avoiding BurnoutAnother major topic we tackled was workplace motivation. Burnout is a productivity killer, and leaders need to recognize that being overwhelmed stifles both creativity and innovation. Organizations must create environments where employees feel supported, empowered, and able to navigate challenges effectively.

Self-motivation plays a crucial role here. The most innovative and successful people are those who take ownership of their growth and learning. Bruce and I agreed that renewal and change within an organization can be tough, but they’re necessary for long-term success. It’s about shifting the mindset from resistance to reinvention.

Bruce’s Work and Thought LeadershipWe also discussed Bruce’s extensive work in innovation consulting. His book No Excuses, Innovation and his co-authored work Serial Innovators (both published by Stanford University Press) offer incredible insights for leaders looking to drive change. For those wanting to connect with Bruce and dive deeper into his work, his website and LinkedIn are great resources.

At the end of the day, innovation is about mindset, culture, and people. If organizations want to stay relevant, they need to embrace continuous learning, encourage experimentation, and create workplaces where people feel engaged and inspired to contribute their best ideas.

Spanning a career at the intersection of business and technology, Bruce Vojak has experienced and explored innovation purposefully and variously, first established as a successful technology practitioner and executive in industry and later, in academia, conducting groundbreaking research on the practice of breakthrough innovation across a broad cross-section of large, mature companies and industries.

He is co-author of "No-Excuses Innovation: Strategies for Small- and Medium-Sized Mature Enterprises" (Stanford, CA: Stanford University Press, 2022), "Serial Innovators: How Individuals Create and Deliver Breakthrough Innovations in Mature Firms" (Stanford, CA: Stanford University Press, 2012). A Senior Fellow with The Conference Board, he has served on the boards of JVA Partners, Micron Industries Corporation, and Midtronics, Inc.

Before founding Breakthrough Innovation Advisors, LLC (https://www.breakthrough-innovation-advisors.com/), Bruce served as Associate Dean and Adjunct Professor in the top-ranked Grainger College of Engineering at the University of Illinois at Urbana‐Champaign. Earlier, he was Director of Advanced Technology at Motorola, held research and business development positions at Amoco Corporation and was on the research staff at MIT Lincoln Laboratory. He holds BS, MS, and PhD degrees in engineering from the University of Illinois at Urbana-Champaign and an MBA from the University of Chicago’s Booth School of Business.

SOCIAL MEDIA LINK

linkedin.com/in/bvojak

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Adam Malone is a renowned keynote speaker, leadership consultant, and a father of five. In this episode, he shares insights on developing practical authenticity as a leader. Malone discusses how he learned to balance his inner drive for success with empathy and emotional intelligence, taming his "inner jerk" to become a more effective and respected leader. He covers topics such as building trust and empathy, managing teams across time zones, and the importance of soft skills for long-term success.

Bio: Adam Malone is a keynote speaker, leadership consultant, and father of five. He is known for his expertise in helping leaders and teams develop resilience, tenacity, and grit to achieve sustained high performance. Malone's insights on practical authenticity, emotional intelligence, and building trust-based cultures have made him a sought-after speaker and advisor.

Resources:

Text OPERATOR to 33777
website: https://thetenaciousoperator.com/profile/posts

LinkedIn: https://www.linkedin.com/in/adam-malone-a9100ba/

Leadership, Learning, and Team BuildingAdam and Michael discussed the differences between being learned and being taught, with Michael emphasizing the importance of practical application in leadership roles. Adam shared his background in the corporate world and his transition into leadership consulting, citing his realization that he couldn't sustain his current pace and needed to build stronger teams. The conversation was described as organic and conversational, with Michael planning to sprinkle in topics about retention and culture. The meeting was expected to last about 20-25 minutes.Transitioning From Individual to LeaderAdam and Michael discussed their personal journeys and the challenges of transitioning from individual contributors to team leaders. Adam shared his realization that he had been putting himself at the center of every decision, rather than empowering his team. He emphasized the importance of building trust and understanding that leadership involves delegating tasks and empowering others. Michael agreed, noting that many leaders struggle with this transition due to a lack of training and support. Both agreed that this shift in mindset and approach is crucial for effective leadership.Leadership, Trust, and Employee RetentionMichael and Adam discussed the importance of leadership and trust in retaining employees and achieving success in organizations. Michael emphasized the need for leaders to understand their teams and provide them with the necessary tools and support to excel. He also highlighted the significance of having a strong operations leader who can see the big picture and make informed decisions. The conversation also touched on the challenges of retaining employees and the need for leaders to trust their people. The discussion concluded with a light-hearted reference to the upcoming Super Bowl.Employee Retention and Economic UncertaintyMichael and Adam discussed the importance of retention in organizations. Michael emphasized the need for action beyond just caring for employees, and highlighted the role of trust, communication, and empowering employees to be their best. Adam shared a Gallup statistic indicating that the number of employees looking to leave their jobs is still high, suggesting that companies are not yet fully recovered from the Great Resignation. He also expressed his opinion that companies are still cautious about posting roles due to economic uncertainty. The conversation ended with a sense of anticipation for potential future challenges in employee retention.Hybrid Work Models and Employee TrustAdam and Michael discussed the challenges organizations face in determining their hybrid work model. They agreed that organizations must be clear and consistent in their messaging about whether they are in-office, remote, or hybrid. They also highlighted the importance of avoiding hypocrisy in leadership, as it can erode trust and create resentment among employees. Michael further emphasized the need for organizations to consider their employees' financial well-being, as financial stress can lead to high attrition rates. Adam concluded by stressing the importance of organizations figuring out who they are and being consistent in their approach to work models.Building Trust and Employee GrowthAdam discussed the importance of trust in organizations, emphasizing that it cannot be forced but rather earned through traits like empathy, authenticity, and logic. He highlighted the significance of understanding employees' needs, such as income stability and growth, and validating their feelings. Adam also stressed the importance of promoting employees based on their readiness and development of necessary skills, rather than just granting raises or promotions. He concluded by emphasizing the need for leaders to invest in their employees' growth and future opportunities.Investing in Employee Development for RetentionAdam and Michael discussed the importance of investing in employee development to improve retention rates. Adam emphasized that simply offering more money when requested is not a sustainable solution. Michael used the analogy of Christmas presents to illustrate how short-lived the satisfaction from a salary increase can be. They agreed that investing in employees' professional development, such as pairing them with mentors and working on projects, can lead to better prepared and skilled employees who are more likely to stay with the organization. Adam also shared his personal experience of having a successful team member who was offered a promotion elsewhere, but chose to stay due to the opportunities provided by the organization.Work Culture's Impact on RetentionAdam and Michael discussed the importance of a supportive work culture and the impact it has on employee retention. Adam shared his personal experience of choosing to stay in a company he loves over a potentially lucrative offer elsewhere, emphasizing the value of a positive work environment. Michael echoed this sentiment, recalling his own experiences during the dot-com era and the importance of finding a company that offers growth opportunities. They concluded the conversation by discussing how to find more information about Adam's work and his company, The Tenacious Operator.Addressing Debt and Retention ChallengesAdam and Michael discussed the challenges faced by many Americans due to high levels of debt and the subsequent impact on their quality of life. Michael highlighted the importance of retention in organizations, as poor retention can lead to a decline in product and service quality. They also discussed the difficulties faced by certain industries, such as grain elevators and health insurance underwriters, in attracting and retaining younger generations.

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Are you feeling the weight of inefficiency in your business? You're not alone. Many entrepreneurs struggle with time-wasting processes that drain energy and resources. But what if we told you that a few small changes could lead to significant gains?

First, take a closer look at your workflows. Streamlining tasks can save precious time. Consider using automation tools. Think of them as your new best friends. They can handle repetitive tasks, leaving you free for the creative stuff.

Next, engage with your team. Regular feedback can uncover hidden bottlenecks. A little communication can go a long way. Lastly, don't forget to measure your success. Tracking progress helps you identify what works and what doesn't.

Remember, efficiency isn't just about doing things faster. It's about doing things smarter. So, could your business benefit from being a little more efficient? Absolutely. Embrace change and watch your productivity soar.

Explore insights and strategies for success with Breakfast Leadership Network — your trusted source for leadership articles, shows, and beyond. Subscribe today to stay informed and inspired!

LinkedIn: https://linkedin.com/in/michaeldlevittX: https://X.com/bfastleadershipInstagram: https://www.instagram.com/bfastleadership/YouTube: https://youtube.com/@breakfastleadership?sub_confirmation=1TikTok: https://www.tiktok.com/@bfastleadership

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Summary

Discussing Workforce and Company Success

In the meeting, Michael and Bryan discussed their work and the importance of strong teams in creating great companies. Bryan, the owner and CEO of Peoplyst, a workforce consultancy, shared his experience in the people space for almost three decades. The conversation then shifted to Bryan's book, which Michael expressed interest in discussing further. The conversation ended with Michael's intention to delve deeper into the book's content and its relevance to creating thriving companies.

Building a Vanguard Team Culture

Bryan discussed the concept of a 'vanguard team' or ' super team,' which refers to individuals at the forefront of society, pushing boundaries and exploring new territories. He emphasized the importance of a growth mindset and a strong team culture for such teams. Bryan also mentioned a free assessment in his book that scores individuals on two axes: growth mindset and team strength. He explained that the highest score, a 75, would place someone in the vanguard quadrant. Bryan also discussed the characteristics of other quadrants, such as the ' monolith,' which represents teams with a fixed mindset but strong team culture. He used the example of newspapers that failed to adapt to digital technology, contrasting them with companies like the Huffington Post that thrived by embracing change. Bryan concluded that his book provides a 6-step methodology for building a vanguard team, starting with mindset.

Mindset's Role in Personal and Professional Growth

Michael and Bryan discussed the importance of mindset in personal and professional development. Michael shared his journey with burnout and how shifting his mindset helped him. Bryan emphasized the significance of mindset in opening up opportunities and overcoming limitations. They also discussed the mission concept, with Bryan suggesting that a clear mission is essential for an organization's success. Both agreed that having the right mindset makes the other steps easier and helps navigate ever-changing times.

Microsoft and Blackberry's Evolution Discussed

Bryan discussed the evolution of Microsoft and Blackberry, highlighting how both companies underwent significant changes in their mission and mindset to adapt to new market demands. He emphasized the importance of having a growth mindset and a strong team to pivot and reimagine a brand. Bryan also mentioned Satya Nadella's role in Microsoft's transformation, leading to increased success. Michael agreed with Bryan's points, noting the opportunities that arise from such shifts in mindset and mission.

Continuous Innovation and Adaptability

Michael and Bryan discussed the importance of continuous innovation and adaptability in business. They highlighted the example of Circuit City, which failed to adapt and eventually went out of business despite being a successful company in the past. They emphasized organizations' need for a roadmap or game plan to navigate challenges and listen to their people for valuable insights. They also stressed the importance of communication and the ability to pivot and be agile in response to changes in the market. Bryan mentioned his upcoming book, "People Problem Solved," which aims to provide a handbook for managers and leaders to help them solve their own people problems.

Rebranding: Lessons From Bryan's Experience

Bryan shared his experience rebranding his company from Mercury Performance Group to Peoplyst due to a trademark dispute. He initially trademarked the name and logo to protect his company's national and international presence. Still, he received a cease and desist letter from a European company claiming infringement on their trademark. Bryan rebranded his company after a lengthy legal battle to avoid further legal issues. The new name, Peoplyst, has been well-received and surpassed the previous company's top-of-funnel and mid-funnel marketing. Bryan emphasized the importance of resilience and adaptability in business and how it can lead to better outcomes. Michael agreed with Bryan's story and shared his experience working for a nonprofit that was going through a rebranding process.

Bryan Offers Book and Future Interview

Michael and Bryan had a productive conversation about Bryan's organization, Peoplyst. Bryan offered Michael's listeners a free copy of his book, "The Vanguard Edge," by emailing Bryan.Howard@peoplyst.com with their mailing address. Michael expressed his appreciation for Bryan's time and generosity. They also discussed a future interview where Bryan would interview Michael. Michael mentioned that he had booked a time for this interview. They ended the conversation positively, with Michael promising to send the links to the edited conversation once it's live.

https://peoplyst.com/

Dive into The Vanguard Edge and discover Bryan Howard's groundbreaking approach to team development. This book is a treasure trove of insights and strategies designed to transform how teams operate and excel.

Within this book, you’ll discover:

• How to cultivate a growth-oriented mindset that forms the foundation of a high-performing team.
• Strategies for defining a clear and compelling team mission that aligns with your goals.
• Techniques to structure your team for maximum efficiency, fostering innovation and adaptability.
• The art of crafting and communicating a powerful team message that resonates and inspires.
• Methods to measure and enhance team performance, turning metrics into a roadmap for success.

The Vanguard Edge is more than just a book; it's a guide to achieving operational excellence and team synergy. Each chapter gives you access to transformative concepts and practices that elevate your team's performance.

Embark on a journey of team transformation with The Vanguard Edge. Secure your copy today and start building a team that meets and exceeds expectations!

From the AuthorI wrote The Vanguard Edge with a heartfelt desire to help you lead your team to success. This book is a practical toolkit, not just theories, born from my experiences and insights shared by accomplished leaders I've worked with.

You'll find straightforward strategies, relatable stories, and easy-to-implement ideas to strengthen your team and leadership skills. Whether you're a seasoned pro or just starting, this book offers a clear path to unleash your team's potential.

I invite you to explore the Vanguard Edge principles and begin your team's transformational journey. Inside the book, you'll find the address for our companion website, which offers additional tools and resources at no extra cost. It's my way of ensuring you have all you need to succeed.

Thank you for considering The Vanguard Edge. Join me in creating a future where your team's triumph is inevitable.

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Tricia's Speech Direction and ImpactTricia, a former professional dancer and choreographer, now directs and produces for film, television, and theater. She founded her company, The Big Talk, to help thought leaders, entrepreneurs, and professionals effectively communicate for impact. Tricia has worked with numerous high-profile clients, including mayoral candidates and World Economic Forum speakers. She aims to unite humanity through effective speech. Michael acknowledged the importance of Tricia's work, particularly in the context of AI and global leadership.Effective Communication and Emotional ConnectionMichael discussed the importance of effective communication and emotional connection in presentations, using examples from a recent session he attended. He emphasized the need to understand the motivations and perspectives of others, rather than just presenting facts, to foster transformative change. Michael also shared his journey from a small town in Missouri to New York, highlighting the leadership lessons he learned. Tricia agreed with Michael's points.Responsible Leadership and Inclusive VoicesTricia emphasized the importance of understanding one's voice and using it responsibly, internally and externally. She shared her experiences as a young dancer and later as a director, highlighting the need to create a safe space for others to explore their truths. Tricia stressed the value of differing opinions and the need to respect all voices, regardless of political views. She concluded by expressing her desire to leave a legacy of inclusivity and modeling responsible leadership. Michael agreed with Tricia's views.Embracing Personal Experiences for GrowthMichael and Tricia discussed the importance of finding one's voice and embracing personal experiences, both positive and negative, to grow and overcome challenges. Michael shared his journey of burnout and recovery, emphasizing the value of self-reflection and self-improvement. Tricia highlighted the power of vulnerability and the impact of sharing one's story. They both agreed on the significance of amplifying one's voice to make a positive societal difference.Overcoming Public Speaking FearsTricia and Michael discussed their experiences with public speaking and overcoming fears. Tricia shared her work with an endodontist who transformed her fear of speaking into a successful career and offered a free on-demand masterclass on her website to help others. Michael recounted his experience overcoming public speaking fears due to chickenpox and emphasized the importance of sharing personal stories to connect with others.

Free offer: https://livemasterclass.triciabrouk.com/command-any-room1

Website: https://triciabrouk.com/

LinkedIn: https://www.linkedin.com/in/triciabrouk/

Instagram: https://www.instagram.com/tricia_brouk

Podcast: https://triciabrouk.com/podcast/

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Positive Mindset and Entrepreneurial Journey @ 0:00Neil and Michael discuss the importance of maintaining a positive mindset and embracing the entrepreneurial journey, even when faced with challenges. Neil shares how he pivoted from a corporate career to building his own businesses, overcoming obstacles like financial setbacks and family changes along the way.

Building Sustainable E-commerce Businesses @ 1:56Neil outlines his experience building online companies over the past 17 years, including launching successful private label brands on Amazon and acquiring other e-commerce businesses. He emphasizes the need to create real, sustainable businesses with tangible assets rather than just "side hustles" or "hobby businesses".

Acquiring and Scaling E-commerce Businesses @ 2:47Neil discusses his company's focus on acquiring e-commerce businesses with $1.5-$3.5 million in EBITDA, with the goal of scaling them further through their expertise and resources. He explains the value of building sustainable businesses with tangible assets that can be acquired and grown.

Rapid Growth of E-commerce and Mobile Commerce @ 5:42The discussion explores the explosive growth of e-commerce, especially the shift to mobile purchasing overtaking desktop in recent years. Neil highlights the speed at which the e-commerce industry is evolving and the opportunities this presents for entrepreneurs to build scalable, profitable businesses.

Entrepreneurship Education for Youth @ 13:37Neil shares that he is teaching an entrepreneurship course for 14-18 year olds in his homeschool co-op, with the goal of helping young people start their own businesses in the next 15 weeks. Michael praises this initiative as an important way to foster entrepreneurial mindsets and skills at a young age.

Recap and Resources @ 24:46In closing, Neil provides information on how to connect with him and access his resources, including a book he co-authored with Kevin Harrington on building a "lifestyle-driven business model" through physical product e-commerce.

About Neil TwaAre you a podcast owner looking to book an e-commerce and entrepreneurship expert who can deliver game-changing insights for your audience? Look no further than Mr. Twa - he's got the brains, the real-world experience, and the down-to-earth demeanor, and he wrote the book on building automated income with Amazon FBA. For over 17 years, Mr. Twa has been constructing online and offline businesses after departing his senior IBM role. Since 2012, he's launched 5+ personal brands, generated 10 million in revenues as eight-figure sellers, and assisted in the growth of 1000+ others through consulting, coaching, and mentoring alongside partner Reed and their Voltage team.

As the sole "Shark"-endorsed Amazon FBA growth consultancy, their "As Seen on TV" strategy anticipates market demands and creates brand marketing pull. This approach pinpoints the 5 CRUCIAL breakthroughs sellers need to transform an Amazon FBA business into a direct-to-consumer brand worth more upon sale than during its building phase.

Neil Twa frequently guests on top shows, sharing his mastery of e-commerce, entrepreneurship, and brand building online - with a laser focus on leveraging Amazon FBA and omnichannel marketing strategies. Book him as your next guest to unlock insights that can propel your audience's Amazon FBA ventures in 2024 and beyond!

Discover how to leverage Amazon FBA to build an automated income, achieve time freedom, and amass more incredible wealth - whether high-income earners, current business builders, generating passive income, or desiring wealth outside Wall Street!

https://podmatch.com/guestdetailpreview/1617919623027x315208613535165500

Website: https://voltagedm.com/
Linkedin: https://www.linkedin.com/in/neiltwa/
Facebook https://web.facebook.com/neiltwa/?_rdc=1&_rdr
Twitter https://twitter.com/voltagefba
Instagram https://www.instagram.com/neiltwa/
TikTok https://www.tiktok.com/@fbabusinessbuilders
YouTube https://www.youtube.com/c/NeilTwavoltage

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Brandon Blewett, author of the best-seller How to Avoid Strangers on Airplanes, just released his witty and insightful take on navigating both literal and professional journeys. While the book hilariously examines the “6 Habits of Highly Annoying Travelers,” it also draws compelling parallels to the workplace—outlining how dealing with delays, turbulence, and pivots helped shape his career.

Key talking points Brandon discusses:

• Knowing when to admit a role, path, or environment isn’t the right fit—and finding the courage to move forward.
• Identifying and fostering mentoring relationships that unlock doors and inspire growth.
• How mentoring others can organically lead to opportunities.
• Discovering what truly makes you tick to chart a fulfilling career path.

For context, the book has been praised as:

• "Drawing on his experience as both a seasoned road warrior and M&A executive, Brandon C. Blewett offers a hilariously relatable take on the habits of fellow travelers, transforming the chaos of air travel into a masterclass on navigating personal and professional growth." - Gary Leff, View from the Wing founder and Travel Guru
• "A rollicking tale from the ultimate frequent flyer. Travel has never been this funny. Do yourself a favor: pack this book in your carry-on." - Bill Keenan, Author of Discussion Materials
• "How many times have you wanted to turn to the plane seatmate next to you, behind you or across the aisle and say exactly what's on the tip of your tongue? Brandon does it, through a combination of comedy and astute observation... I never thought a guy with a background in mergers and acquisitions could be so funny. I stand corrected." - Greg Schwem, Author of Text Me If You're Breathing, The Road to Success Goes Through the Salar Bar, and Turning Gut Punches into Punchlines

Website: brandonblewett.com

Book: https://amzn.to/4hyTewR

LinkedIn: https://www.linkedin.com/in/brandoncblewett/

X: https://x.com/brandonintheair

Travel Experiences and Professional DevelopmentMichael and Brandon had a conversation about their experiences with travel and how it relates to their professional and personal lives. Brandon, the author of "How to Avoid Strangers on Airplanes," shared his background in frequent travel and his career in consulting and mergers and acquisitions. Michael, who has also traveled extensively, discussed his observations of people's interactions in airports and how these experiences can be compared to the challenges faced in daily life and career. They both agreed that adaptability and flexibility are essential in both travel and professional development. The conversation ended with Michael suggesting that sometimes, one needs to look within to navigate through challenges.Reassessing Career Choices for FulfillmentMichael and Brandon discussed the importance of self-reflection and reassessing one's career choices. Brandon shared his experience of pivoting from tax law to management consulting, realizing that his initial career choice wasn't the best fit for his skill set. Michael, a former accountant, echoed Brandon's sentiments, expressing relief at leaving his accounting career behind. They both agreed that reassessing one's career path is crucial for personal growth and fulfillment.Networking and Mentoring in CareersMichael and Brandon discussed the importance of networking and mentoring in their careers. Brandon shared his experience of not attending a target school for graduate studies and how he relied on mentoring relationships to succeed. He mentioned his involvement in the Ole Miss Mba Mentoring program and how it helped his mentees achieve significant career milestones. Brandon also highlighted the potential for mentoring relationships to come full circle, with mentees potentially offering opportunities in the future. Michael shared his own experience of being a mentor through a program at Walsh College, emphasizing the value of such relationships.Mentoring and Human Aspect ConsiderationMichael shared his experience of mentoring a student, Brandon, who was going through a challenging time due to his wife's medical school in Chicago. Michael suggested that Brandon transfer to a business school in Chicago to save on rent and be closer to his wife. Brandon eventually followed this advice and graduated. Michael emphasized the importance of considering the human aspect in mentoring, beyond just career goals. He also mentioned that he didn't receive an invitation to continue mentoring Brandon, but he could still mentor in other areas.Student Athlete Experience and FootballBrandon shared his experience as a student athlete at Southern Methodist University (SMU), where he attended every home football game and participated in the school's Life after Ball program. He found it rewarding to help student athletes prepare for their future careers, whether in finance or consulting. He also expressed his excitement about SMU's successful football season, which he believes will attract more talented players. Michael agreed, noting that the ease of transferring in college football now aligns with the real world, where taking a year off before starting a new job is not necessary.Leadership, Discipline, and Surrounding Smart PeopleBrandon and Michael discussed the importance of discipline, practice, and competition in achieving success. They highlighted the example of Shaquille O'Neal, who despite being a former athlete, has become a successful businessman. They emphasized the need for leaders to surround themselves with smart and honest people who can provide feedback, even when it's not wanted. They also touched on the importance of being receptive to feedback and advice from others, such as gate agents, pilots, and flight attendants, to navigate challenges like flight delays or cancellations. The conversation concluded with the idea that leaders should strive to be the best in their field and that they deserve the best in the world.Continuous Learning and Personal GrowthBrandon and Michael discussed the importance of continuous learning and growth, with Michael emphasizing the value of small daily improvements. They also talked about the potential for personal and professional growth, with Michael suggesting that even a 1% improvement each day could lead to significant progress over time.

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Leadership, Culture, and Algorithmic Design

Michael and Shanda explored leadership, workplace culture, and the role of algorithms. Shanda emphasized positive culture and communication, while Michael stressed that all leaders are human and that algorithms should be people-designed.

Leadership and Culture Building JourneyShanda shared their 20-year leadership journey, highlighting employee retention and experience across 20 industries. As President of Mays and Associates, they’ve impacted 22,000 individuals. Michael acknowledged generational workforce shifts, including the rise of Gen X, millennials, Gen Z, and Gen Alpha.

Leadership Approaches and Work-Life HarmonyThey agreed leadership must be adaptable, not one-size-fits-all. Shanda emphasized trust, transparency, and clear planning. They discussed work-life harmony versus balance, noting leaders must meet employees where they are, as motivation varies.

Authenticity and Playful Work CultureMichael highlighted being true to oneself at work and in life, stressing consistency over compartmentalization. He advocated for a playful workplace where colleagues connect personally, sharing his own experiences to illustrate the value of positivity in the workplace.

Civility and Communication in LeadershipShanda stressed that care, communication, and civility are vital for retaining employees. Self-awareness and openness to feedback are essential. Michael shared insights from his direct and honest partnerships, comparing leadership to cooking—both require constant refinement.

Self-Awareness and Emotional IntelligenceMichael noted that anxiety and confidence struggles can manifest as poor leadership behavior. Openness to change and self-awareness can help leaders improve. Shanda agreed, emphasizing emotional intelligence and the cultural influence on addressing organizational issues.

AI's Impact on Workplace CivilityShanda highlighted how AI affects workplace tone and civility. AI is only as effective as its input, so leaders must use it mindfully. Michael added that AI should be a tool, not a replacement, and should focus on artificial common sense.

Overcoming Past BaggageThey discussed how past experiences influence behavior at work. Michael stressed empathy and learning from mistakes, while Shanda encouraged living in the present. They agreed that external consultants can provide objectivity and problem-solving support.

Financial Stress and Workplace CollaborationShanda shared her book and podcast, and Michael promoted his show. They discussed financial stress and its effect on retention and performance. Shanda referenced her work with the Better Business Bureau and local chambers, and they agreed on the need for better support for small businesses and entrepreneurs.

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Transitioning from corporate to entrepreneurship @ 1:32Jim shares his background, explaining that after a 35-year corporate career, he has transitioned to full-time entrepreneur, coach, speaker, and writer. He discusses the challenges and benefits of this shift, noting that his extensive corporate experience has provided him with valuable tools and insights to apply in his new roles.

The value of coaching and mentorship @ 8:06Jim describes his experience receiving coaching while at Disney, which he credits with helping him become a better leader. He emphasizes the importance of being open to coaching and mentorship, even for experienced professionals, and how it can lead to personal and professional growth.

Managing diversity and inclusion in the workplace @ 22:06Michael and Jim discuss the increasing diversity of the workforce and customer base, and the business imperative for companies to effectively manage diversity and inclusion. They share examples of their experiences with diverse teams and the benefits of embracing different perspectives and cultural backgrounds.

Recap and next steps @ 31:23Michael and Jim wrap up the conversation, providing information on how listeners can connect with Jim further, including his website, LinkedIn, and book. They express their appreciation for the discussion and the insights shared.

Jim Fielding is a respected leader in Experiential Retail, Brand Management, and Media Development, with over 15 years of experience at the President and CEO level. He has emerged as a prominent voice in Authentic Leadership and DEI following the release of his best-selling book, ALL PRIDE, NO EGO, in 2023. Jim's career spans over 30 years with major companies like The Gap, Disney, and 20th Century Fox, where he became known for building collaborative global teams and cultures.

Jim works with clients on entrepreneurial ventures, higher education initiatives, and advisory roles. He has presented to organizations such as Oshkosh Inc., Salesforce, and CVS Health, engaging audiences ranging from 50 to 800 attendees. Additionally, Jim is an active angel and venture investor, serving on boards and advising companies in the consumer goods and health sectors.

Jim's commitment to higher education includes roles at Indiana University, where he has served on several boards and received multiple honors. His dedication to servant leadership is reflected in his charitable work with organizations like Make-A-Wish International, GLSEN, and the Human Rights Campaign.

Jim has been featured in premier press outlets like Harvard Business Review, The Wall Street Journal, New York Post, and Newsweek and on podcasts such as Strategy Skills Podcast, Make It Happen Mondays, Office Hours with David Meltzer, Gay Men, Gay Talk, Life (UN)Closeted, and Follow Your Different.

Topics Jim is loves to speak on:

Authentic Leadership and the Path to Personal Authenticity
The Art of Storytelling and Strategic Brand Planning
Creating Safe Spaces for High-Performing Teams and Cultures
Jim’s Career Journey Working at Disney, Dreamworks, The Gap, Claire’s, and Fox

Website - https://www.allpridenoego.com/

LinkedIn - https://www.linkedin.com/in/jamesdfielding/ (8.3k+ Followers)

Instagram - https://www.instagram.com/allpridenoego/ (~3.4k Followers)

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SummaryPersonal Experiences and Job MarketMichael and Andrew discussed their personal experiences and professional backgrounds. Michael appreciated their conversation and mentioned some recent articles in the Wall Street Journal related to job postings and the job market. Andrew shared his background, including his experience in starting various businesses, focusing on labor market data and job creation. He also mentioned his current location in Idaho and his family. The conversation ended with Michael expressing his admiration for Idaho and the job market.Navigating the Challenging Job MarketMichael and Andrew discussed the current state of the job market, noting that it has become more challenging for both candidates and businesses. They highlighted the difficulty in finding suitable candidates, with many job seekers being ghosted or not allowed to explain why they believe they are a good fit for a position. Andrew emphasized the importance of businesses building an employment brand and a talent network rather than simply posting a job and expecting a flood of applications. They also touched on the impact of the job search process on individuals, noting that it can be stressful and anxiety-inducing. Michael and Andrew agreed that the job market is broken, with many people struggling to find work and businesses overwhelmed with unsuitable applicants.Hiring a Receptionist With No Medical ExperienceMichael shared his experience hiring a receptionist with no medical expertise for his multi-site medical care clinics. Despite the doctors' initial concerns, the receptionist was an excellent fit due to her outgoing personality and experience dealing with unhappy customers. She was later offered a job at another clinic closer to her home, which she accepted. Michael emphasized the importance of trusting one's instincts and considering the individual's potential for growth and development. Andrew agreed, highlighting the receptionist's strong character and work ethic as key factors in her success.Humanizing Hiring and Recruitment ProcessAndrew discussed the challenges of hiring and the importance of maintaining a human touch in the process. He criticized algorithms and AI in hiring, arguing that they lack empathy and can be off-putting. Andrew suggested that hiring is a distinctly human process and that employers should prioritize their employment brand to attract the right candidates. He also introduced Red Balloon's approach to hiring, which involves a more personalized and human-centric approach. Red Balloon offers a platform for job seekers to join a talent network or resume database, and their team reaches out to potential candidates for interviews. Additionally, Red Balloon offers a recruitment service that takes over the hiring process for businesses, saving them time and money while maintaining a human touch.Hiring Challenges and Personal ApproachMichael and Andrew discussed the challenges of hiring and the importance of returning to a more personal and human-centric approach in business. Michael shared his experience using Chat GPT to analyze a job post, highlighting the excessive number of duties and responsibilities listed. Andrew emphasized the need for a better hiring method, suggesting that his organization, Red Balloon, could help employers find the right culture fit. He also encouraged job seekers to create profiles on Red Balloon's platform.

https://RedBalloon.work

Upload your Resume: https://www.redballoon.work/create-seeker-account

Andrew on LinkedIn: https://www.linkedin.com/in/acrapuchettes/

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The Become More Group, led by co-founders and co-CEOs Tammy and Scott, discussed the importance of continuous improvement and growth in individuals and companies, emphasizing the need to avoid the comfort of the status quo. They also highlighted the value of outside perspectives, diverse teams, and innovation in leadership roles. They identified challenges organizations face, such as organizational design, growth of future leaders, and building strong relationships within the team. The conversation ended with discussing the importance of different generations working together effectively and how to find out more about the organization.

Scott and Tammy are the Founders and CEOs of BecomeMore Group—and they aren’t your usual one-size-fits-all business coaches. Over the last 30 years, they’ve entirely transformed and optimized hundreds of companies across the US, including Google, Procter & Gamble, and Bridgestone.

They’ve reversed decades-long declines in business performance, solved tricky succession disputes, boosted employee retention figures, and much more.
The sign their approach works: they retain 95% of their clients!

Scott and Tammy solve problems that prevent organizations from achieving their full potential.

As they discuss in their books, leading people and organizations is far from easy. Identifying and tackling the issues requires courage, drive, and discipline.

Expertise:

How to create leaders who think strategically and build future leaders.
Blending self-awareness, EQ, and coaching as a mental model to be a fantastic leader.
How personal growth of individuals and leaders takes an organization to the next level.
Strategic Planning: It’s about deciding WHAT an organization will do, not HOW.

Introductions and company overview @ 0:00Tammy Rogers and Scott Burgmeyer, co-founders and co-CEOs of Become More Group, introduce themselves and provide an overview of their company. They explain that Become More Group helps individuals, teams, and organizations identify where they want to go and how to get there, with the goal of helping them become more in whatever way makes sense for them.

Importance of continuous growth and evolution @ 6:00The group discusses the importance of continuously striving for growth and improvement, rather than settling for the status quo. They emphasize that organizations and individuals must always be evolving and adapting to avoid being left behind. Tammy and Scott share their approach of helping clients identify their desired future state and then taking incremental steps to get there, rather than trying to make one big change.

Techniques for driving continuous improvement @ 13:04The group explores specific techniques for driving continuous improvement, such as regularly asking "growth questions" (what's working, what's not working, what can we do differently), bringing in outside perspectives to challenge assumptions, and empowering employees to contribute ideas and solutions. They stress the importance of creating a culture where people feel comfortable being vulnerable and trying new things.

Key focus areas for organizations in 2025 @ 28:19As the conversation wraps up, Tammy and Scott share some of the key areas they are seeing organizations focus on in 2025, including:

• Evaluating their organizational design and processes to ensure they are optimized
• Developing the next generation of leaders
• Building stronger relationships and trust with their teams

Recap and next steps @ 33:45The group provides information on how listeners can connect with Become More Group, including their website, email, and podcast. Michael thanks Tammy and Scott for the insightful discussion and their work in making the world a better place.

More about Scott:
PhD in Organizational Development and Leadership from the University of Arizona
Master’s degree in Business Administration, Organizational Leadership from Ashford University
Recipient of the Iowa Recognition of Performance Excellence seven times
Won the Bridgestone CEO award

More about Tammy:
Helped form and grow nine start-ups
Author of over 50 internationally distributed training programs
Worked with best-selling authors, such as James Autry and Bob Nelson
Fully certified PI Talent Optimization Consultant

https://www.becomemoregp.com/
https://21201153.fs1.hubspotusercontent-na1.net/hubfs/21201153/Continuous%20Improvement.pdf
https://www.becomemoregp.com/casestudy
https://www.becomemoregp.com/ourbooks
https://podcasts.apple.com/us/podcast/how-do-you-increase-employee-engagement/id1564765447?i=1000648244047

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Luisa's entrepreneurial journey and community focus @ 0:00Luisa shares her passion for empowering and joyful entrepreneurship, and how she aims to bring more joy to the entrepreneurial journey. She discusses the two extremes she sees - those who dive in headfirst and those who are hesitant due to the challenges. Luisa's goal is to find the middle ground and help entrepreneurs embrace the process, learn from setbacks, and build a supportive community.

The value of community for entrepreneurs @ 2:29Luisa and Michael emphasize the importance of community for entrepreneurs, who can often feel isolated after leaving a corporate job. They discuss how community provides a sense of belonging, opportunities for collaboration and support, and diverse perspectives that can spur innovation. Luisa shares how her community, Herlocity, aims to address the feelings of isolation that many entrepreneurs experience.

Herlocity community and Luisa's entrepreneurial journey @ 10:02Luisa shares details about Herlocity, which is about to celebrate its 1-year anniversary. She discusses how the community was born out of her own entrepreneurial journey and desire to provide the support she wished she had access to when starting out. Luisa highlights the value of the connections, relationships, and diverse perspectives that Herlocity fosters.

Overcoming the fear of not having all the answers @ 18:06Luisa notes that many entrepreneurs feel pressure to have everything figured out, which can prevent them from seeking community support. She encourages embracing not knowing and being open to learning from others, as this ultimately leads to better outcomes than trying to go it alone.

Recap and next steps @ 28:08Luisa provides her contact information and encourages listeners to reach out, emphasizing that she is a "real human" who responds to every message

Luisa F. Molano is an executive coach, speaker, author and founder of HERlocity, the global network that blends purpose, strategy, and personal growth for women in business.

With over 15 years of corporate experience across Fortune 200 and 500 companies, she’s guided founders, entrepreneurs, and purpose-driven leaders around the globe. She built HERlocity to bring that same high-caliber support and expertise to a community designed for women in business—leaders ready to do meaningful work while embracing joy, resilience, and authenticity.

She lives a semi-nomadic life with her husband across Florida, Denver, and Arizona. She will drop everything to dance to Sia’s Unstoppable, and her all-time favorite snack on the planet is gummy bears.

HERlocity: HTTPS://HERLOCITY.MN.CO/
LinkedIn: HTTPS://WWW.LINKEDIN.COM/IN/LUISAFMOLANO/
Instagram: HTTPS://WWW.INSTAGRAM.COM/LUISAMOLANO.HERLOCITY/

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Emily is a dedicated mental health counseling graduate intern passionate about helping individuals navigate challenges like anxiety, depression, trauma, and relationship dynamics. Currently pursuing her master’s in rehabilitation and mental health counseling at the University of South Florida, Emily specializes in marriage and family therapy, aiming to empower her clients to achieve healing and growth.

A former collegiate athlete from North Greenville University, Emily retains her love for running, often seen jogging through St. Petersburg, where she cherishes time with friends, family, and her Boston Terrier, Kylo. She shares her expertise at Sunshine City Counseling and extends her reach by offering valuable insights through the Safe Place to Land podcast, providing listeners with mental health advice and support.

Known for her compassionate and approachable demeanor, Emily’s mission is to inspire and guide her clients toward self-understanding and fulfillment, whether in therapy, podcasting, or community engagements. Her dedication leaves a lasting impression on everyone she connects with.

Contact Emily
Email: emily@sunshinecitycounseling.com
Website: Sunshine City Counseling
Instagram: @thesunshinecity

Emily’s Journey in Mental Health CounselingEmily’s passion for mental health began in high school, inspiring her to study psychology in college. She is now completing her master’s degree and works with adults in private practice to address anxiety, depression, trauma, and relationship challenges. In addition, she’s pursuing certification in marriage and family therapy. She credits her success to the support of mentors and professors who helped her realize her calling.

Career Fulfillment and GrowthIn a conversation about career fulfillment, Emily highlighted her perseverance through challenges to achieve her goals and shared her excitement about graduating and pursuing new opportunities. Michael commended her discipline and emphasized the importance of career flexibility, noting the benefits of aligning work with passion and the freedom to adapt paths as needed.

Overcoming Challenges and Staying MotivatedEmily shared her journey of overcoming self-doubt, emphasizing the importance of perseverance and surrounding oneself with supportive people. Both Emily and Michael acknowledged the value of making decisions, taking risks, and embracing the journey of self-discovery, even if it means adjusting direction along the way.

Mindset, Decision-Making, and Personal FulfillmentMichael and Emily agreed on the importance of mindset and intuition in decision-making. They encouraged prioritizing personal well-being and aligning choices with values rather than societal expectations. Both emphasized that it’s never too late to make changes that lead to personal happiness and fulfillment.

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Doug DrysdaleChief Executive Officer* An experienced Corporate Director and CEO: Doug has chaired the board of directors of a NASDAQ-listed company and, as a CEO for the past 12 years, has built and turned around three pharmaceutical companies. * Doug has 30 years of experience in the healthcare sector. During this time, he has formed cohesive management teams, recruited board members, completed 15 corporate acquisitions across three continents, and raised $4 billion in public and private capital. * Led the turnaround of Norwich Pharmaceuticals alongside investors and became the Founding CEO of the parent company, Alvogen Group. During his 5.5-year tenure as CEO, Alvogen grew from inception to $450 million in revenues across 35 countries. * In early 2014, Doug led the recapitalization of NASDAQ-listed Pernix Therapeutics, raising $65 million. Within the first year of taking the helm as Chairman and CEO, Doug rebuilt the management team and board of directors, combined several operating locations, and grew the company’s enterprise value from $80 million to around $800 million. Under Doug’s leadership, Pernix raised $465 million of capital. * From November 2017 to July 2020, Doug was the Director and CEO of Tedor Pharma, a family-owned contract manufacturing business. Doug’s efforts to turn around the industry resulted in 60% revenue growth in 2019, leading to Tedor being recognized as one of America’s fastest-growing companies and making it to the 2020 Inc 5000 list. * Former Head of M&A at Actavis Group, leading 15 corporate acquisitions across three continents between 2004 and 2008, including a high-profile public hostile takeover attempt in Central Eastern Europe. Over this period, Doug raised approximately $3 billion in capital and managed lending syndicates, including 25+ banks, to fund the company’s growth. Actavis was sold to Watson Pharmaceuticals in 2012 for EUR4.25 billion. * Doug holds a bachelor’s degree in Microbial and Molecular Biology from the University of East Anglia in the U.K. and was recognized as Ernst and Young's Entrepreneur of the Year in 2012. He is an enthusiastic traveler, having visited over 45 countries. He is also an avid reader and enjoys cooking and boating.

This video was conducted on behalf of Cybin and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit https://portal.goldstandardir.com/disclaimer/CYBN-183

https://ir.cybin.com/overview/default.aspx
NYSE: CYBN I CBOE: CYBN

Addressing Mental Health ChallengesDoug and Michael discussed the challenges and frustrations faced by patients and doctors in dealing with mental health issues, particularly clinical depression. With his background in building drug development companies, Doug highlighted the lack of practical tools for addressing these issues. Michael expressed his interest in innovative solutions to mental health problems, given his personal experience with clinical depression. The conversation was set to be more organic and conversational, with Doug sharing more about his company and their approach to mental health.Paradigm Shift in Drug DevelopmentDoug expressed his belief that their work has the potential to be a paradigm shift in drug development, moving from daily treatment of symptoms to more interventional therapies that can rapidly fix conditions like depression. He highlighted the promising results from their studies, with patients experiencing benefits lasting at least a year after just a couple of doses. Michael shared his personal experience with depression and burnout, emphasizing the importance of their work in addressing this widespread issue. He also asked Doug about his ability to anticipate future challenges and steps in the approval process for their work.Drug Development Challenges and SuccessDoug discussed the challenges and complexities of drug development, particularly in the mental health sector. He highlighted the team's experience and success in developing treatments, with 60+ INDs and 37 exits. Doug also emphasized the personal motivation of the team members, many of whom have been affected by mental health issues. He acknowledged the regulatory hurdles and administrative complexities involved in drug development but stressed the importance of these steps in creating effective treatments. Michael added that the success of the treatments could also positively impact the revenue of psychiatrists and their practices.Improving Mental Health Care EfficiencyDoug discussed the potential of a new treatment to improve mental health care. He highlighted that depressed patients require a lot of attention, often visiting their physicians multiple times a year for medication adjustments and dealing with side effects. He also pointed out the shortage of psychiatrists and the long wait times for new patients. Doug suggested that their treatment, which only requires dosing once or twice, could keep patients out of the system for at least a year, freeing up resources for new patients. He also mentioned the potential for interventional psychiatry centers to see more patients if the treatment reduces the required visits.Mental Health and Metabolic ConnectionMichael and Doug discussed the challenges of mental health, particularly financial stress and depression. Michael shared his personal experience of overcoming depression with the help of medication and therapy and expressed his excitement about the potential of innovative work in mental health. Doug emphasized the link between metabolic health and mental health, suggesting that a poor diet can lead to reduced mental function and that mental health issues can affect an individual's metabolic health. Both agreed on the importance of addressing mental health issues to improve overall well-being and happiness.Phase 3 Program Progress and StrategyDoug discussed the progress of their phase 3 program, focusing on the challenges and complexities involved, such as drug scheduling and licensing. He expressed optimism about the potential of their treatments, citing their significant effects and the absence of dosing every day in their studies. Doug also outlined their long-term strategy, which includes leveraging their phase 3 approval in depression to treat other conditions and shift from daily chronic dosing to more interventional treatments. He emphasized the potential to break the cycle of polypharmacy and create a platform for various treatments. Michael supported their work and encouraged more people to learn about their efforts.

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Roy is a renowned asset protection expert in the top 1% of finance professionals.

He has helped thousands of families and entrepreneurs plan their finances to survive market fluctuations, unexpected life events, and other future hardships.

In the 1990s, when the US stock market crashed and his mother was disabled in an accident, Roy’s family lost their home, savings, and assets. Roy, who was 14 then, realized the power of financial protection, social security, and long-term care. He chose a career as an insurance expert and simplifies complex safe money and consumer protection strategies today.

Roy has 14 years of insurance experience and has founded industry-leading brands like Roy Snarr Retirement Solutions and Snarr Academy. He is also an international bestselling author of Social Security 101 and Long Term Care.

More about Roy:

• Featured on NBC, Fox News, CNN, CBS, Nasdaq, and CW.
• Has spoken at major events like MedicareCon and 8% Nation.
• Member of the prestigious Million Dollar Round Table.
• Member of the Forbes Finance Council.

To get a sense of Roy, here's an appearance on The Power Players Podcast, where he talks about how he finds—and successfully closes—his most prominent insurance cases.

https://RoySnarr.com

Entrepreneurial Journey and Insurance InsightsIn the meeting, Roy, an entrepreneur based in Austin, Texas, shared his 15-year journey of building a seven-figure insurance agency. He also mentioned his involvement in real estate investing, using income generated from his insurance practice to diversify. Michael, another participant, expressed his admiration for Austin's growth and the potential for insurance services in the booming area. Both participants shared their experiences and insights from their respective entrepreneurial journeys.Personalized Insurance Planning and GuidanceMichael and Roy discussed the importance of insurance planning, emphasizing that it should be a personalized and robust process, not just a simple online purchase. They highlighted the need to understand individual and business needs and future planning, including end-of-life insurance and funeral expenses. Roy also pointed out the benefits of consulting an agent, as they are compensated directly by the insurance carriers and can provide valuable guidance. The conversation concluded with Michael expressing his interest in hearing more about Roy's journey in building a successful agency.Roy's Journey in Financial ServicesMichael and Roy discussed Roy's journey into the financial services industry despite his lack of prior background. Roy shared his experiences, including his initial struggles and eventual success through grassroots efforts such as door-to-door sales and networking. He also mentioned his move from California to Texas in 2018, where he had to rebuild his network from scratch. Roy expressed his determination and confidence in his ability to succeed in the industry, having done so before.Building a Successful Insurance BusinessRoy shared his journey of building a successful business, starting with a small team and reaching seven figures within the first three years. The company now helps consumers and individual agents, brokers, CPAs, and attorneys with insurance solutions. Roy also discussed the challenges and rewards of the journey, including the need to adapt to market changes and the importance of perseverance. Michael acknowledged Roy's journey and emphasized the importance of resilience in the face of adversity, using the example of the recent California fires as a reminder that things can be rebuilt.Entrepreneurship Challenges and Financial StabilityMichael and Roy discussed the challenges of entrepreneurship and the importance of financial stability. Michael advised entrepreneurs to consider taking a part-time job to cover their basic needs, allowing them to focus on growing their business. Roy shared his experience of returning to a part-time job in the financial services sector after struggling with his business and working at Volkswagen. He emphasized the importance of having a financial safety net to avoid stress and maintain focus on business growth.Roy's Entrepreneurial Journey and PerseveranceRoy shared his journey of becoming an entrepreneur, emphasizing the importance of self-investment and perseverance. He recounted how he sold his truck and dirt bike to invest in himself and immersed himself in personal development through coaching programs, books, and audio materials. Roy stressed the significance of passion in overcoming challenges and maintaining motivation and how he drew inspiration from successful individuals in his industry. He concluded by encouraging others to persevere and put in the necessary work, as he believes that success is achievable within a 24-hour day.Scaling Entrepreneurship and Time ManagementMichael and Roy discussed the importance of time management and delegation for entrepreneurs looking to scale their businesses. Roy shared his journey from solo entrepreneurship to building a team, emphasizing the need to delegate tasks one is not good at. He also highlighted the importance of time freedom alongside financial freedom. Roy encouraged entrepreneurs to learn from online resources like YouTube and invest in personal development. He also advised entrepreneurs to buy their name as a domain for easy online visibility.

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The holiday season is over, but the financial impact is beginning for many Americans. Recent surveys show that 70% of Americans admit they can't pay off their credit card debt this year. With the pressure to spend on gifts, travel, and celebrations, it's no surprise that credit card balances have ballooned.

Credit cards were the most popular financing choice for 62% of respondents who said they took on holiday debt.

You're not alone if you're feeling the weight of holiday debt. Breakfast Leadership has partnered with My Debt Navigator to help individuals like you regain control of your finances.

Click here to schedule a no-cost appointment and learn how Debt Navigator's proven strategies can help you pay off your credit card bills and regain financial freedom.

Link: https://mydebtnavigator.pro/levittm

Article on how debt impacts your mood: https://www.breakfastleadership.com/blog/how-credit-scores-impacts-your-mood

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In this episode, we dive into the familiar ways freelancers can be taken advantage of by clients, especially long-term ones. Whether you're just starting or have been freelancing for years, it's essential to understand your rights and how to safeguard your work. We cover:

1. Avoiding Unpaid Work – Learn how to prevent "scope creep" and ensure clients respect your original agreement.
2. I am setting Boundaries – Tips for maintaining work-life balance by establishing precise working hours and communication expectations.
3. Avoiding Employee-like Treatment – How to protect your independence and ensure you're not treated as an employee without the benefits.
4. The Importance of a Written Contract – Why having a detailed, signed contract is essential to ensure fair payment and prevent disputes.

Tune in for practical advice on freelancing and maintaining a professional, independent relationship with your clients. If you're feeling overworked or underpaid, we’ll also touch on the legal options available to freelancers.

Resources:

• Tools to manage your freelance workload

• Tips for drafting a freelance contract

• How to handle scope creep and renegotiate terms

Subscribe to our newsletter and explore insightful conversations on workplace culture, burnout, and leadership at the Breakfast Leadership Network, ranked in the top 20 globally. Join us to thrive in the modern work environment.

Please stay connected with us. Check out the Breakfast Leadership Show Podcast for more insights and valuable content. Join our podcast and get inspired by top industry leaders’ leadership lessons and success stories.

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In any job, there are bound to be obstacles. Workplace challenges can impact your focus and enjoyment at work, from conflicts with coworkers and unfair treatment to overwhelming workloads. But with the right strategies, you can tackle these issues head-on and create a more positive work experience. Tune in as we dive into practical tips for managing common workplace issues and building a healthier work environment!

Key Discussion Points:

• Navigating Conflicts with Coworkers

Conflicts are a natural part of any workplace, but they don’t have to disrupt your day. Learn how to address issues openly and constructively, ensuring everyone feels heard and respected. Plus, find out when it’s best to involve a neutral third party, like HR or a manager, to help resolve conflicts effectively.

• Dealing with Unfair Treatment

Unfair treatment, harassment, or discrimination can be one of the most challenging workplace experiences. We’ll discuss the importance of documenting incidents, knowing your rights, and seeking support from HR or legal experts when needed. Don’t navigate this alone—there’s help available.

• Managing a Heavy Workload Without Burnout

Overwhelming is common in today’s fast-paced work culture. Discover simple techniques to break down your tasks, prioritize effectively, and set boundaries to prevent burnout. Remember, taking breaks and managing your workload helps your productivity and supports a healthier work-life balance.

Whether you’re dealing with difficult colleagues, workplace fairness issues, or juggling too much on your plate, these actionable tips will help you face challenges confidently. Learn how to overcome these everyday obstacles and maximize your workday!

Don’t miss this episode for insightful advice on handling workplace hurdles and thriving in your career!

Subscribe to our newsletter and explore insightful conversations on workplace culture, burnout, and leadership at the Breakfast Leadership Network, ranked in the top 20 globally. Join us to thrive in the modern work environment.

Please stay connected with us. Check out the Breakfast Leadership Show Podcast for more insights and valuable content. Join our podcast and get inspired by top industry leaders’ leadership lessons and success stories.

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Exploring Light Therapy for HealingZulia shares her experience in a car accident and how it led her to explore energy medicine and the healing properties of light. She studied the scientific aspects of how light and electricity interact with the human body at the Dr. Weber Institute in Germany. Michael agrees that natural light from the sun makes people feel better, as the human body is energetic and can benefit from light therapies to repair damage naturally.Red and Infrared Light Therapy BenefitsZulia explains that red and infrared light therapy can provide therapeutic benefits by stimulating mitochondria in cells to produce more energy and repair damage. She highlights several potential applications, including improving collagen production for wound healing and skin rejuvenation, aiding cartilage regeneration, promoting bone healing, enhancing neuroregeneration for cognitive disorders, increasing circulation, and providing an anti-inflammatory effect without drugs. Zulia encourages people to research the extensive scientific literature on the wide-ranging benefits of red and infrared light therapy.Natural Therapies for Cognitive HealthMichael discussed the potential benefits of natural therapies for addressing inflammation and cognitive issues. He emphasized the ongoing nature of medical research and the importance of considering natural sunlight and social interaction in maintaining mental health. He also highlighted the potential of portable therapies for improving the quality of life and extending life, referencing the work of Recharge Health. He stressed that these therapies are not medical claims but are based on research and could offer a more natural alternative to medication.Portable Medical Tech Advancements DiscussedMichael discussed the advancements in portable medical technologies, such as wearable devices, which can improve the quality of life. Zulia then shared her work with the Recharge group, highlighting the evolution of red light therapy from its initial use for plant growth in space to its current application in human health. She emphasized the importance of maintaining a correct distance from the light source to ensure the effectiveness of the therapy.Portable Device for Daily UseZulia discussed the benefits and versatility of a portable, multi-purpose device designed for human use. The device, which can be worn around the body, is intended to be used while performing daily activities, such as cooking or playing computer games. It is also suitable for people with injuries or poor sleep and can be used by the entire family. Zulia encouraged further exploration of the device, which is available on their website, rechargehealth.com. She also mentioned that the device can be charged and taken on trips and that they have a forum for users to ask questions and receive assistance. Michael appreciated Zulia's work and encouraged others to learn more about the device.

https://drzulia.com/

LinkedIn: https://uk.linkedin.com/in/zulia-frost

FlexBeam Red Light Therapy Device

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In today’s episode, we explore businesses' challenges when expanding too quickly and how to ensure sustainable growth. Rapid growth may feel like a victory but can strain operations, resources, and customer satisfaction. We discuss the critical factors businesses must manage to avoid long-term pitfalls and maintain stability.

Key Takeaways:

1. Operational Overload: Learn how scaling can overload existing systems, leading to logistical issues, inventory challenges, and under-resourced operations.
2. Cash Flow Issues: Understand the impact of rapid growth on cash flow and how upfront investments in staff, equipment, and inventory can lead to financial instability.
3. Supply Chain Breakdowns: Discover the importance of choosing reliable suppliers to meet increased demand without compromising quality, especially for unique items.
4. Customer Experience Declines: Hear how fast growth can negatively affect customer service and why maintaining personalized attention is crucial for retention.

Join us for actionable insights on managing business growth effectively and avoiding common pitfalls that can derail your success. Whether you’re a small business owner or scaling a larger company, these strategies will help you navigate the growing pains of expansion.

Subscribe to our newsletter and explore insightful conversations on workplace culture, burnout, and leadership at the Breakfast Leadership Network, ranked in the top 20 globally. Join us to thrive in the modern work environment.

Please stay connected with us. Check out the Breakfast Leadership Show Podcast for more insights and valuable content. Join our podcast and get inspired by top industry leaders’ leadership lessons and success stories.

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In today's competitive landscape, businesses need more than general marketing to succeed—they must tailor their strategies to meet the unique needs of their industry. This episode explores the importance of industry-specific marketing and how it helps businesses stand out, build stronger customer relationships, and enhance brand credibility.

Key Topics:

What is Industry-Specific Marketing? It is the understanding of how tailored strategies can help businesses connect meaningfully with the right audience.

Building Stronger Customer Relationships: Focusing on industry-specific needs can lead to deeper connections with customers, which in turn can lead to loyalty and increased sales.

• Standing Out in Competitive Markets: Learn how positioning your brand as an expert in your field through customized marketing gives you a competitive edge.

• Using the Right Tactics: Discover the best marketing tactics for different industries, from real estate to financial services.

• Enhancing Brand Credibility and Authority: How industry-specific marketing boosts your brand’s reputation and trust with your target audience.

• Adapting to Industry Trends: Staying relevant in an ever-changing market by adjusting marketing strategies to new trends, like the rise of electric vehicles in the automotive sector.

Why Tune In?

Whether in fashion, healthcare, hospitality, or tech, industry-specific marketing is critical to reaching your ideal customers and staying ahead of the competition. Join us to learn how to optimize your marketing efforts and ensure they resonate with your audience.

Subscribe to our newsletter and explore insightful conversations on workplace culture, burnout, and leadership at the Breakfast Leadership Network, ranked in the top 20 globally. Join us to thrive in the modern work environment.

Please stay connected with us. Check out the Breakfast Leadership Show Podcast for more insights and valuable content. Join our podcast and get inspired by top industry leaders’ leadership lessons and success stories.

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Dr. Janet Schwartz, an expert in forensic behavioral science, received a B.S. in Education from Valparaiso University and advanced degrees from the University of Pittsburgh, where she was recognized as a University Scholar. Her advocacy emerged during her high school years amid the Civil Rights era. Schwartz initially dedicated 17 years to working with children and families before transitioning to forensic fraud research following significant discoveries. She leads Forensic Fraud Research, Inc., providing intelligence to numerous federal and state agencies.

A noted academic and author, she has contributed significantly to understanding white-collar crime and has written the bestselling "Last Summer with Oscar." Schwartz has also been involved in international initiatives, including establishing a domestic violence center with Muslim forensic psychiatrists. Her upcoming work, "Authentic Intelligence," aims to guide personal and global transformation through mental and spiritual growth.

Her current writing project, Authentic Intelligence: How to Use Your Mental, Emotional & Spiritual Gifts to Create the Life – and World – You Want, is soon to be completed. Recent cases that are featured online are “Transforming Corruption on the Local Level Part I” and “Transforming Corruption on the Local Level Part II: Tools for Navigating Narcissistic Warfare.”

https://janschwartz.us/jan-schwartz-biography/

https://www.linkedin.com/in/janetmschwartz/

Jan's Journey From Crime to ExpertJan shared her journey from growing up in a suburb of Chicago, where she was exposed to organized crime, to becoming a family therapist and eventually a forensic behavioral scientist. She recounted her experiences with criminal kids and their families and how she began to hear dark secrets and faced threats from organized crime figures. Despite these challenges, Jan decided to do the right thing and started sharing data with authorities, eventually becoming the president of Forensic Fraud Research Incorporated. She has since provided information to various government agencies and state departments, becoming an expert in managing and transforming corruption on a local level. Michael acknowledged Jan's journey and the impact of organized crime on their community.Jan's Career Journey and AI DiscussionJan and Michael discussed Jan's career journey, which involved a significant change in direction after a life-threatening incident. Michael praised Jan's resilience and adaptability, noting that her experiences, including working with elementary school kids and her time in Ohio, had honed her forensic skills. They also touched on the potential of AI for both good and nefarious purposes, with Michael emphasizing the importance of maintaining fairness and legitimacy in the face of technological advancements.Authentic Intelligence and Personal GrowthMichael and Jan discussed the concept of authentic intelligence, which Jan defines as the interplay between mental, emotional, and spiritual intelligence. Jan shared her journey of discovering this concept and how it has helped her work. Michael agreed with Jan's perspective, emphasizing the importance of balancing these three aspects of intelligence for personal and professional growth. They also discussed the potential of this concept to positively impact society and the need for individuals to prioritize their well-being. The conversation concluded with Jan expressing her commitment to spreading this idea and helping others realize their potential through authentic intelligence.Addressing Polarization and Mainstream MediaMichael and Jan discussed the current polarized state of the world, particularly in the United States. They criticized mainstream media for focusing on ratings rather than informing and educating people. Michael suggested that people work together to understand each other's perspectives, using a model of three circles as a boardroom for discussion. He believed that by doing so, people would find more agreement than disagreement, and the discord in the world would fade away.Harmony, Euphoria, and Kindness in CultureMichael and Jan discussed the importance of being in a harmonious state and its positive impact on individuals and society. Michael emphasized the euphoria and clarity that come from being in this state, allowing him to navigate challenging situations and be a beacon for others. He also highlighted the value of kindness and helping others, which benefits the recipient and the giver. Jan suggested that focusing on connecting with others and being competitive with oneself rather than others can create a more harmonious culture. They both emphasized the importance of self-efficacy and making a sincere difference.Kindness, Positivity, and Book PromotionMichael and Jan discussed the importance of acting with kindness and positivity in the world. Jan shared her work and encouraged others to connect with her through her website and LinkedIn.

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In this episode, we explore the fundamental principles of business success that every leader should adopt for long-term growth and profitability. From building a solid team to adapting to change, these habits are critical for achieving sustainable success, whether running a startup or a large corporation.

Key Topics Discussed:

1. A Clear Vision & Mission: Learn why defining your business’s vision and mission is essential for aligning your team and driving motivation.
2. SMART Goals: Discover how the SMART framework (Specific, Measurable, Achievable, Relevant, Time-bound) can help leaders set actionable goals that lead to success.
3. Building a Strong Team: Tips on hiring the right people, fostering collaboration, and developing a positive work environment that drives high performance.
4. Lead by Example: Why being a transparent and accountable leader is essential for earning trust and setting the tone for your team.
5. Effective Communication: Clear and open communication is essential to foster innovation, engagement, and alignment across your organization.
6. Adaptability & Innovation: Staying adaptable and encouraging innovation within your team will help your business thrive in a changing landscape.

Additional Topics Covered:

• The role of positive company culture in boosting morale and employee retention.

• Why diversity and inclusion lead to better decision-making and innovation.

• The power of data-driven decisions and financial management in optimizing performance.

• How will focusing on customer needs and continuous learning ensure your business stays competitive?

• The importance of stakeholder relationships and leading with passion and tenacity to overcome challenges.

Tune in to learn practical strategies for applying these principles to your leadership approach and guide your business toward lasting success.

Listen Now to dive deeper into these critical principles for business leadership!

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From performing on stage at just ten years old to overcoming a decade-long abusive relationship, Kat Polsinelli’s journey is one of profound resilience and transformation. Now a motivational speaker, MC, bestselling co-author, and host of Real Chat with Kat—a top 10% globally ranked podcast on three radio stations—Kat is on a mission to empower others to share their stories and transform their struggles into stepping stones for success.

Kat's life story is filled with challenges, from surviving domestic abuse and navigating PTSD to losing her corporate job and stepping into entrepreneurship. A single mother at 16, she overcame tremendous personal and professional hurdles, and now she speaks with raw honesty about these experiences to inspire others. Kat’s message is clear: You can rise above it no matter how tough life gets. Her goal is to show those fighting their own silent battles that, with courage and action, they can bring light to the darkest moments and keep moving forward.

As a speaker, Kat focuses on topics such as domestic violence awareness, the art of letting go, using failures as stepping stones, and redefining oneself. She brings a mindful yet practical approach to her talks, breaking down complex challenges into bite-sized, actionable steps. Her presentations are more than just inspiring—they’re a strategic call to action, urging her audience to embrace their inner strength and take charge of their lives.

Kat's expertise has made her a sought-after speaker at universities, women’s business panels, charity events, and even television specials. She’s been featured in prominent publications like NashvilleVoyager, CanvasRebel, and Her Nation, where she shares her transformation journey. Her signature combination of a Rebel exterior and a Nurturer heart allows her to connect deeply with audiences, blending empowerment with a no-nonsense approach that drives actual results.

As the founder of The Lotus Effect and a Business-Life Integrator with WhitenerPros, Kat uses her “no holds barred” attitude to help entrepreneurs streamline their businesses and create balanced lifestyles. Outside of business, you can find her hiking with her teenage sons and husband, enjoying nature, or belting out her favorite tunes at karaoke.

https://www.linkedin.com/in/thelotuseffectcoach/
https://www.facebook.com/katpolsinelli
https://www.facebook.com/agentservicesplus
https://www.instagram.com/katpolsinelli/

SummaryPersonal Experiences and PerspectivesMichael and Kat discussed their personal experiences and perspectives on various topics. Michael shared his experience of accidentally opening a news link and deciding to stay away from news sites. He also mentioned his plan to send a note to his former teacher, Mrs. Nicholas, who he discovered is still alive. Kat shared her experiences of being in an abusive relationship and how it has influenced her life and decisions. She also mentioned her upcoming speaking engagements, where she talks about emotional and psychological abuse and the importance of self-definition. Michael expressed his interest in discussing these topics further, and they agreed to lead the conversation with Kat's experiences.Overcoming Shadows for Personal GrowthKat shared her personal story, highlighting her journey from a teenage pregnancy to overcoming an abusive relationship. She emphasized the importance of recognizing and overcoming the beliefs and shadows that others have instilled in us and how this can lead to personal growth and support. Michael agreed, stressing the need for bravery, courage, and self-love to undertake this work. Both speakers recommended seeking help, such as therapy, to navigate life's challenges.Michael's Journey of Self-DiscoveryIn the meeting, Michael shared his journey of self-discovery and growth. He discussed his childhood, which he described as largely positive, and how it influenced his adult life. He also talked about his first marriage and the challenges he faced, which led him to seek therapy. The therapist's advice to prioritize his happiness for the sake of his children was a turning point for Michael. He expressed gratitude for this advice and recommended therapy for self-improvement. The conversation ended positively, with Michael appreciating the safe space created for open discussions.Kat's Journey of Self-Discovery and HealingKat shared her journey of self-discovery and healing. She described how she initially suppressed her emotions and struggles after a problematic relationship, only to realize later she was suffering from PTSD and anxiety. Kat then discussed how she started building boundaries to protect herself and her family, initially using indirect ways to say no without feeling guilty. Over time, she became more confident in asserting her needs and saying no directly. The conversation ended with Kat expressing her growth and newfound confidence in setting boundaries.Setting Boundaries for Personal GrowthKat and Michael discussed the importance of setting boundaries and taking small steps toward personal growth. Kat emphasized the need to create a safe space while living on the edge, and Michael shared his experience as a reformed people pleaser. They both agreed that setting boundaries is crucial for personal well-being and may lead to some relationships fading or ending abruptly. Michael also shared his mother's struggle with giving too much and not taking care of herself first, emphasizing prioritizing oneself before helping others.Setting Boundaries for Personal GrowthMichael and Kat discussed the importance of setting boundaries and understanding one's worth to maintain a healthy and fulfilling life. They emphasized that it's crucial to prioritize oneself and not let others dictate one's actions or emotions. They also highlighted the potential challenges and pain of setting boundaries, particularly with long-standing relationships. However, they agreed that focusing on personal growth is essential and not letting others' opinions or actions dictate one's happiness. They concluded by stressing the importance of networking and helping others, which can lead to a more harmonious and supportive world.Embracing Self-Discovery and Personal GrowthMichael and Kat discussed the importance of self-discovery and personal growth. Michael emphasized the need for periodic checks on one's identity and the importance of pruning or adjusting aspects of oneself to promote growth and productivity. He also shared a personal experience of how he healed himself through childlike curiosity and therapy. The conversation ended with Michael's suggestion to approach self-discovery with curiosity and fall in love with oneself more.Self-Pruning and Personal Growth DiscussedKat discussed the importance of self-pruning and growth, drawing parallels with trimming a tree to allow for new growth. She emphasized the value of continuous learning and development, which can lead to personal growth and a more fulfilling life. Kat also shared her journey from a drama-filled and confrontational mindset to a more peaceful and neutral one, highlighting the benefits of this change in her life. She concluded by expressing her ability to handle stress and maintain a clear mind, which she attributes to her new mindset.Managing Stress and Crisis SituationsKat shared her experience of handling a stressful situation calmly, which she attributed to her ability to let go of uncontrollable factors and focus on what needed her attention. She mentioned an incident where her son was involved in a motorcycle accident, and she was able to remain calm and reassure him, allowing her to handle the situation effectively. Michael agreed with Kat's perspective, emphasizing the importance of keeping emotions in check and taking necessary steps calmly in such situations. He also acknowledged the nurturing aspect of motherhood and how it can influence a mother's response to a crisis.

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In today’s episode, we explore the essential steps for achieving sustainable growth in your business. Sustainable development isn’t just about increasing revenue or expanding your customer base—it’s about building a resilient, scalable business that thrives in evolving markets while staying true to its core values. Join us as we delve into the key strategies for long-term success.

1. Focus on a Strong Foundation

The first step toward sustainable growth is laying a solid foundation. This includes setting clear business goals, defining your mission, and ensuring your core values guide your operations. Strong leadership and a dedicated team aligned with your vision are essential. We also discuss the importance of investing in areas like technology, infrastructure, and employee development—these investments may take time to pay off but are crucial for building a stable base that can withstand market changes.

1. Develop a Clear Growth Strategy

Sustainable growth requires a clear, strategic approach. In this section, we discuss how to define your growth objectives—whether it’s expanding into new markets, diversifying your products, or boosting customer acquisition. A well-thought-out plan with both short- and long-term goals helps you manage growth systematically, ensuring your business expands in a sustainable way. We also cover the resources you’ll need to execute your strategy, including financial investments and human capital.

1. Foster Strong Partnerships

Collaboration is a game-changer for sustainable growth. We highlight the importance of forming strategic external partnerships to unlock new opportunities and broaden your market reach. Internal collaboration is just as crucial, and we discuss how aligning different departments and engaging in Business Partner Coaching can enhance efficiency and reduce costs.

1. Prioritize Customer Satisfaction

Customer retention plays a vital role in consistent growth. We emphasize how satisfied customers contribute to long-term success through repeat business and word-of-mouth referrals. By focusing on quality, customer support, and loyalty programs, you’ll keep your customers happy and reduce the need for aggressive marketing efforts.

1. Embrace Innovation and Adaptability

Sustainable growth is rooted in innovation and adaptability. We explain how staying open to change, adopting new technologies, and refining your product offerings can help you stay competitive. Adaptability is key—businesses that can pivot when needed are more likely to weather economic downturns and seize emerging opportunities.

Conclusion

Achieving sustainable growth is about consistency, strategy, and adaptability. By building a strong foundation, creating clear growth strategies, fostering partnerships, prioritizing customer satisfaction, and embracing innovation, your business can thrive over the long term. Remember, sustainable growth is not about rapid expansion—it’s about steady, resilient progress that benefits both your business and your customers.

Tune in to hear more about how to scale your business responsibly and position it for long-term success!

Subscribe to our newsletter and explore insightful conversations on workplace culture, burnout, and leadership at the Breakfast Leadership Network, ranked in the top 20 globally. Join us to thrive in the modern work environment.

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Jim Schleckser is an accomplished leader, entrepreneur, and CEO coach with extensive experience across diverse industries. He is the Founder & CEO of The CEO Project, a renowned executive coaching company specializing in high-revenue entrepreneurs. Jim offers a distinctive CEO coaching program that combines peer group discussions with personalized one-on-one coaching sessions led by former CEOs.

He advocates for the "Lazy CEO," emphasizing efficient delegation and time management as essential traits for successful leadership. Jim employs diagnostic and strategic tools to identify business constraints and provide tailored advice to CEOs and offers a curated advisory board, providing CEOs with unbiased and valuable guidance.

Jim hosts The Lazy CEO Podcast, a successful podcast that focuses on entrepreneurship and CEO leadership and provides valuable insights to a wide audience. He is also the author of two impactful books: "Great CEOs are Lazy" and "Professional Drinking: A Spirited Guide to Wine, Cocktails and Confident Business Entertaining."

https://theceoproject.com/
https://www.facebook.com/IncCEOproject
https://www.linkedin.com/in/jimschleckser/
https://www.instagram.com/the_ceoproject?igsh=djEyOGwxb3Y4NWZ2
https://www.tiktok.com/@theceoproject?is_from_webapp=1&sender_device=pc
https://X.com/the_ceo_project

Building High-Performing CEO Peer Groups

Jim discussed his work as a CEO advisor, focusing on building CEO peer groups or advisory boards. He emphasized the importance of surrounding oneself with high-performing individuals with humility and a desire to help others succeed. Jim shared his experience transforming companies from 7 million to 65 million dollars in revenue and how his work has positively impacted many people. Michael agreed with Jim's approach, highlighting the power of directed effort and the importance of focusing on what truly moves the needle forward. He also noted the potential pitfalls of overloading one's day and the benefits of a more streamlined approach.

Focus, Concentration, and Business Constraints

Michael and Jim discussed the importance of focus and concentration in achieving business objectives. Jim emphasized the concept of the "point of constraint" in business, which is a limiting factor that hinders growth and revenue. He suggested that identifying and addressing this constraint is crucial for success. They also discussed periodically reassessing and adjusting the focus to maintain growth. The conversation was inspired by the work of Israeli physicist Eli Goldrat and his book "The Goal".

Balancing Decisions, Comfort With 'No', and Adaptation

Jim and Michael discussed the importance of making tough decisions and being comfortable saying 'no'.'They agreed that it's not about what you say 'yes' to, but what you say 'no' to that defines you. They also touched on the need for a balance between optimism and realism and the ability to pivot in response to unexpected events. The conversation ended with a discussion on the role of CEOs in managing multiple tasks and adapting to changing circumstances.

Balancing Work and Personal Life as a CEO

Michael and Jim discussed the importance of managing energy and staying committed as a CEO. They agreed that occasional imbalances in work and personal life can be beneficial for achieving specific goals, but maintaining a balance is crucial for overall well-being. They also touched on being prepared to sprint when necessary by maintaining a certain level of energy and capacity. Michael emphasized the idea of being a 'lazy CEO' who works efficiently and effectively rather than overworking. Jim agreed, suggesting that working at an efficient 75-80% capacity allows for the necessary energy reserves to tackle challenges when they arise.

Stakeholder Involvement and Decision-Making Strategies

Michael and Jim discussed the importance of involving stakeholders in decision-making processes, using an example of a potential acquisition. They emphasized considering all stakeholders' needs, including clients and healthcare professionals. They shared their experiences with the consequences of excluding key stakeholders. Jim highlighted the need for income diversification and an understanding of the auto sector's cyclical nature. They also discussed understanding why customers buy from their organization, whether for speed, service, or pricing. Michael shared increasing productivity by 20% through process streamlining. Jim agreed on the importance of CEO clarity and vision for better decision-making, suggesting working fewer hours could lead to more clarity.

Leadership Qualities and the Great Resignation

Jim and Michael discussed the importance of humility and openness in leadership, emphasizing the need for leaders to be approachable and admit when they're wrong. They shared personal experiences and stories from other leaders to illustrate these points. They also discussed the qualities required for effective leadership, including a balance between confidence, expertise, humility, and the ability to read and resonate with the audience. They concluded that a leader should be competent yet compassionate to create a positive work environment.

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When you need legal help, finding the right lawyer can be daunting. In this episode, we share vital tips to help you make an informed choice.

What You’ll Learn:

• Specialized Expertise: Why it’s often beneficial to seek a lawyer specializing in your type of case, from estate planning to criminal defense or real estate.
• Recommendations Matter: How asking family and friends for lawyer referrals can lead to trustworthy connections and prioritize your case.
  Online Research Tips: Learn how to check a lawyer’s reputation, including the importance of positive testimonials, reviews, and an active online presence.
• Understanding Fees: Tips on navigating different fee structures, including flat fees, hourly rates, and contingency options.
• Availability: Why a lawyer’s schedule matters and when it might be worth waiting for a high-demand professional.

Tune in to ensure you choose a lawyer who meets your specific needs and budget while offering the expertise and availability required for your case.

Subscribe to our newsletter and explore insightful conversations on workplace culture, burnout, and leadership at the Breakfast Leadership Network, ranked in the top 20 globally. Join us to thrive in the modern work environment.

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In today's competitive landscape, strategic branding is essential for business success. It goes beyond creating a logo or selecting colors—it’s about shaping how your audience perceives your company. In this episode, we explore how a well-crafted brand fosters trust, loyalty, and growth, establishing your organization as a leader in the market.

The Importance of Consistency in Branding

Consistency is critical to building strong customer relationships. When your design, messaging, and tone are uniform across all platforms—websites, social media, and printed materials—you create recognition and familiarity. A consistent brand identity makes your company more accessible, trustworthy, and reliable, encouraging customer loyalty.

Customization and Differentiation Through Business Cards

In a crowded market, standing out is crucial. Personalized business cards can make a big impression, showcasing your attention to detail and professionalism. Whether it's a unique shape or premium materials, a custom-designed business card helps you stand out. Partnering with professional printing services ensures your brand’s identity is perfectly captured, leaving a lasting impact on your audience.

Visibility Through Effective Signage

Effective signage is vital to make your brand visible and memorable. Whether it’s a banner, storefront sign, or billboard, high-quality signage communicates your brand’s message even in your absence. It grabs attention, showcases your professionalism, and helps potential customers engage with your business.

The Role of High-Quality Brand Representation

Quality matters in every aspect of your brand. High-quality printed materials, promotional items, and brochures reflect the care and professionalism you bring to your business. Poor-quality marketing materials can harm your reputation, while premium items signal reliability, trust, and attention to detail.

Building Leadership in the Market

Strong branding positions your company as an industry leader. When your brand consistently projects a professional image, it establishes your authority in the market. By staying on top of trends and maintaining a solid brand, your company builds trust and attracts more customers, ultimately giving you a competitive edge.

The Long-Term Impact of Strategic Branding

Branding is a long-term investment that pays dividends. A strong brand grows with your organization, fostering loyalty, recognition, and sustained success. As your brand becomes synonymous with trust and quality, it drives customer retention, expands market share, and solidifies your position as a market leader.

Conclusion: The Power of Strategic Branding

Branding is more than design—it’s about communicating who you are and what you stand for. Consistency, customization, quality, and visibility contribute to building a brand that drives growth and leadership. Invest in your brand today to lay the foundation for success tomorrow.

Subscribe to our newsletter and explore insightful conversations on workplace culture, burnout, and leadership at the Breakfast Leadership Network, ranked in the top 20 globally. Join us to thrive in the modern work environment.

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Let’s Help Your Guests Build Their Dream Lifestyle!

I’m Paul Gowder, the founder of PowWows.com, an online community celebrating Native American arts and culture for 25 years. I also coach business owners by helping them build engaged online communities.

I built PowWows.com into a successful business while working full-time. My goal was to create a lifestyle of traveling for my family, like traveling to Disney World more than 42 times.

Yeah, that kind of magic entrepreneurship has brought into my life!

Topics include:
Overcoming Obstacles while Working Full Time: I reveal how to manage time like a pro, even with a demanding day job. Plus, we can uncover the secrets of discipline, perseverance, and goal-setting for long-term success.

Community Building: Let's talk about the sheer power of cultivating a supportive community. We explore innovative ways to leverage social media platforms and collaborations to build an engaged and buzzing audience.

Email Marketing: Do you ever wonder how email marketing can be a game-changer for community building, increasing traffic, and driving sales? I share what I send, how I segment, and how I grow my list.

You can find more information about me and my business on my website - www.paulgowder.com.

Website Building, Maintenance, and Coaching DiscussionMichael and Paul discussed building and maintaining the Powerless website, which offers services and connection points globally. Michael expressed interest in learning more about the website's one-on-one coaching aspect. They also touched on the challenges of connecting with different regions, particularly in the United States, where there are 50 states with diverse practices. The conversation was briefly interrupted due to technical issues with Michael's internet connection.Building the Powwows Website and Community GrowthMichael and Paul discussed Paul's experience in building the Powwows website. Paul shared that he initially started the website as a personal project while in graduate school, learning about powwows and teaching himself HTML and PHP coding. The website grew as the community expanded, with people asking for information on powwows in different states. Paul's role in state government shifted from a planner to an IT project manager and development manager as he gained more knowledge in web development.Community, Connection, and Career GrowthMichael and Paul discussed the importance of community and connection in a world driven by social media. Paul shared his journey from a passion project to a career, highlighting the twists and turns that led him to his current role. Michael emphasized the role of community in ensuring growth and thriving, using the success of a site as an example. The conversation then shifted to Paul's recent involvement in one-on-one coaching, with Michael asking for insights into what Paul is helping people with.Addressing Algorithm Changes and Email MarketingPaul and Michael discussed the challenges businesses face due to changes in search engine algorithms and social media platforms. They emphasized the importance of community building and the role of email marketing in connecting with customers. Michael expressed frustration with companies that don't engage with customers during such changes. At the same time, Paul suggested that email marketing could be a powerful tool for building community and serving customers better. They also discussed the risks of relying solely on social media platforms, suggesting using email communities or community apps as alternatives. Paul shared his group's experience with Facebook's new rule against selling animal parts, which has affected their Facebook group's operations. Both agreed on the importance of diversifying communication channels to avoid relying too much on one platform.Adapting to Technological Advancements in BusinessMichael and Paul discussed the importance of community building and direct messaging in the online world, emphasizing the need for businesses to adapt to the constantly shifting landscape due to AI and other technological advancements. They agreed that relying solely on platforms like Google and Facebook is risky and that businesses need to learn how to use tools like email, text messaging, and other direct messaging platforms in a conversational and personal manner to engage with their audience. Paul also shared his excitement about upcoming events and offered his services for business growth.

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This episode explores essential presentation techniques that empower business leaders to communicate confidently and engage audiences effectively. From mastering voice control and body language to structuring your message with clarity, learn how to overcome presentation anxiety and make a lasting impact in any setting. With expert tips on defining your purpose, structuring your content, and using grounding techniques, this guide offers a clear path to presenting like a pro.

Whether you deliver a boardroom briefing, pitch to investors, or lead a keynote, these practical skills and insights will elevate your approach. Tune in to discover how to practice in realistic settings, engage your audience with intentional interactions, and wrap up with a robust and memorable conclusion. Get ready to transform your presentations from ordinary to impactful, one step at a time.

Subscribe to our newsletter and explore insightful conversations on workplace culture, burnout, and leadership at the Breakfast Leadership Network, ranked in the top 20 globally. Join us to thrive in the modern work environment.

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Expressing gratitude in the workplace is more than just a kind gesture. It's a powerful tool that can transform your business and staff culture. A simple thank you goes a long way in making employees feel valued and recognized for their efforts, boosting morale and motivating them to do even better.

When leaders acknowledge employee contributions, it fosters a sense of accomplishment, encouraging continued hard work and personal growth. This creates an environment where employees feel seen for their unique talents, which, in turn, inspires greatness and drives professional development.

Gratitude also plays a vital role in cultivating a positive work culture. When employees know their efforts are appreciated, it nurtures a sense of belonging and camaraderie among team members. A supportive, appreciative workplace reduces stress and anxiety, improving collaboration and job satisfaction.

This positive atmosphere attracts top talent and retains employees who value a workplace that prioritizes recognition and support, setting your business apart in a competitive market. Gratitude is essential for boosting employee engagement and ensuring long-term organizational success.

When leaders express consistent appreciation, employees feel more connected to their roles and the company's mission. Engaged employees are likely to show creativity, put in extra effort, and contribute to innovation, leading to higher productivity and a more committed workforce.

Gratitude fosters engagement, which is critical for a thriving, high-performance organization. High morale is a direct result of expressing gratitude. When employees feel appreciated, they become more motivated and enthusiastic about their tasks, spreading positive energy across the team.

This leads to more vital collaboration, improved performance, and a deeper bond among team members. Additionally, showing gratitude isn't limited to verbal expressions. Personal touches, such as handwritten notes or tailored messages, can leave a lasting impression, making employees feel exceptionally valued. These small gestures reinforce the idea that every team member plays a vital role in the organization's success.

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https://www.franchisewithmax.com/

https://www.linkedin.com/in/maxemma/

The story of BooXkeeping starts with an 18-year-old Max emigrating from the former Soviet Union to the U.S., where he initially worked in corporate accounting and finance but found it deeply unfulfilling. He celebrated his "Freedom Day" from corporate America on July 3rd, 2002, when he shifted to a family-run landscape maintenance business. Despite initially growing the business to an impressive $4 million, a lack of financial oversight and the 2008 recession led to bankruptcy.

“It was the greatest lesson in accounting, finance, and business ownership I could have ever received,” said Max. “Although it felt like the end of the world at the time, I knew I had to keep going and learn from my mistakes.”

Max persevered, restarting with a smaller landscape maintenance business, this time outsourcing his bookkeeping to another company. He immediately noticed a significant discrepancy in how the bookkeeping industry operated. A lightbulb went off in his head.

“For the same scope of work, I was seeing quotes from as low as $200 to as high as $2,000 — anyone in finance knows that means there is a big opportunity to dominate a fragmented market,” said Max. “So, we started the BooXkeeping business in our garage part-time while we ran our landscaping company to pay the bills.”

Gradually, BooXkeeping became Emmas’ full-time job, and they sold their landscaping company. Although the couple divorced a few years later, they continued working together to grow the brand, driven by their passion for redefining an outdated industry and putting the client first. Today, BooXkeeping is the preferred bookkeeping vendor for over 95 franchise brands in the U.S., including companies like FastSigns, Gameday Men's Health, Sport Clips, and more.

“Hanging out with franchisors gave me the idea that I could become one of them myself,” said Max. “So, I decided to franchise the BooXkeeping concept.”

Entrepreneurial Journeys and Immigrant ContributionsMichael and Max discussed their entrepreneurial journeys. Max, who immigrated from the Soviet Union, shared his experience of starting from scratch after leaving a well-paying job at Qualcomm. He initially took a significant pay cut to join a small family business, which he grew from 3 to 96 employees. Michael acknowledged the entrepreneurial spirit that drives individuals like Max to take risks and pursue new opportunities. Max also referenced the quote from the musical Hamilton, "Immigrants. We get the job done," emphasizing the role of immigrants in driving growth and innovation.Bookkeeping Services for Small BusinessesMichael and Max discussed the benefits of their bookkeeping services for small businesses. Max explained how the idea for their business, Bookkeeping with an X, came about after they received vastly different quotes for the exact scope of work. They decided to bring technology efficiency to the market, starting in 2011. Their services are still human resource-focused but aim to automate 60-70% of the job processes. This approach allows them to keep a low price point, providing significant savings to small businesses.Maintaining Clean Financial Records for BusinessMichael discussed the importance of maintaining clean financial records for businesses. He emphasized that this is crucial not only for tax compliance and reporting but also for the ease of transitioning the company to someone else, whether through sale, winding down, or passing on to another party. He highlighted the benefits of having organized records for business valuation and potential exit scenarios. Michael also shared his personal experience of losing his mother earlier in the year, using it as an example of the importance of planning.Financial Management in Business OperationsMichael and Max discussed the importance of financial management in business operations. Michael, a former public accountant, emphasized the need to analyze trends and understand a business's ebbs and flows, especially in the context of the pandemic and supply chain challenges. Max agreed, noting that many companies struggle with financial management, which can hinder growth and make it difficult to sell the business. They both highlighted the importance of knowing one's finances to make informed decisions about investments and growth.Accounting Systems and Bookkeeping ExperiencesMichael and Max discussed their experiences with accounting systems and bookkeeping. Michael shared his involvement in the early versions of QuickBooks and emphasized the importance of clean accounting for a strong business. On the other hand, Max talked about his journey in bookkeeping, starting with franchises and eventually becoming the preferred bookkeeping provider for about 100 franchise brands in the US. He also mentioned his recent venture into franchising bookkeeping services, with plans to expand to around 40 or 50 franchises by the end of the following year. Both agreed on the importance of delegation and living life beyond work.Growing a Business and Franchise OpportunitiesMax discussed his work in growing a business and creating a franchise, which he learned about through his experiences. He also introduced Main Entrance, a franchise brokerage he founded to help people not a good fit for bookkeeping franchises find other opportunities. Max emphasized that his services are free to candidates, and he gets paid only if they buy a franchise. He highlighted the interconnectivity of his businesses, with franchisees becoming clients for his bookkeeping services and vice versa. Michael praised Max's work, noting its potential for growth and impact, and encouraged others not to be deterred by economic situations.

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In this episode, we explore how workspace design directly impacts productivity, creativity, and focus. We explore the science behind effective layouts, highlighting how open spaces, private desks, and flexible seating can significantly improve performance. Listeners will learn practical tips for arranging their workspace to promote better flow and mental clarity, from facing natural light to creating designated zones for different tasks. We discuss how thoughtful workspace adjustments, even small ones, can boost energy levels, support collaboration, and enhance your day-to-day experience.

We also cover essential elements like lighting, color, and noise control, each playing a crucial role in shaping how you feel and function. Discover how natural light, warm and cool tones, and strategic color choices like blue for focus and yellow for creativity can positively influence your work output. Plus, we discuss managing sound levels to fit your unique needs, whether with calming nature sounds, white noise, or complete silence. Tune in to get actionable insights on transforming your workspace into an environment that fuels your best ideas and productivity.

Subscribe to our newsletter and explore insightful conversations on workplace culture, burnout, and leadership at the Breakfast Leadership Network, ranked in the top 20 globally. Join us to thrive in the modern work environment.

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In this episode, we dive into the power of personal branding for entrepreneurs and why it's crucial for business growth. Discover how building an authentic, consistent brand can set you apart from the competition and attract the right clients, investors, and media attention. We discuss strategies for crafting a standout personal brand, from telling your unique story to staying consistent across platforms like LinkedIn and Instagram. Learn how your brand can increase credibility, trust, and customer loyalty, helping you scale your business and create lasting relationships.

We also share actionable tips for leveraging your brand to unlock new opportunities. Whether you're networking strategically, creating valuable content, or engaging directly with your audience, building a personal brand is a powerful tool for business success. Tune in to learn how to develop a brand that resonates, drives growth, and positions you as an industry expert. Ready to take your brand to the next level? This episode is packed with insights that will help you elevate your business and achieve long-term success.

Subscribe to our newsletter and explore insightful conversations on workplace culture, burnout, and leadership at the Breakfast Leadership Network, ranked in the top 20 globally. Join us to thrive in the modern work environment.

Please stay connected with us. Check out the Breakfast Leadership Show Podcast for more insights and valuable content. Join our podcast and get inspired by top industry leaders’ leadership lessons and success stories.

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Unveiling the Secrets of Innovation and Stakeholder Value Creation

This captivating podcast delves into the groundbreaking insights of Mark A. Mears, renowned author of "The Purposeful Growth. Join us as Mark unravels the intricate interplay between innovation, stakeholder value, and the transformative power of purpose-driven leadership.

Unlocking Innovation: The Catalyst for Growth and Success

Mark will guide us through his innovative framework for unlocking innovation potential. From fostering a culture of creativity to embracing technological advancements, he'll reveal the strategies that empower organizations to stay ahead of the curve. Learn to identify and nurture game-changing ideas, driving sustained growth and competitive advantage.

The Imperative of Stakeholder Value: Aligning Interests for Success

Mark emphasizes the critical importance of stakeholder value in today's business landscape. He'll delve into the art of balancing the needs of customers, employees, shareholders, and the community. Discover how aligning stakeholder interests creates a virtuous cycle, enhancing reputation, increased loyalty, and greater profitability.

Purpose-Driven Leadership: The Foundation for Sustainable Growth

At the heart of Mark's philosophy lies the concept of purpose-driven leadership. He'll explain how purpose goes beyond profit, serving as a compass that inspires innovation, engages stakeholders, and drives positive societal impact. Learn the secrets of purpose-driven organizations, discovering how they create a thriving and sustainable future.

Case Studies and Real-World Examples

Mark brings his ideas to life throughout the podcast through compelling case studies and real-world examples. He'll showcase organizations that successfully implement his principles, from technology giants to social enterprises, achieving remarkable innovation and stakeholder value.

Insights for Leaders, Innovators, and Change Agents

This podcast is an essential resource for leaders, innovators, and change agents who seek to unlock innovation, create stakeholder value, and drive purposeful growth. Mark's wisdom and practical guidance will empower you to:

• Foster a culture of innovation and creativity
• Balance stakeholder interests effectively
• Embrace purpose as a driver of success
• Lead your organization toward a sustainable and prosperous future

Don't miss this opportunity to gain invaluable insights from the leading minds in innovation and stakeholder value creation. Join us for "Unlocking Innovation and Stakeholder Value with Mark A. Mears" and embark on a transformative journey of growth and success.

Mark A. Mears is a #1 Best-Selling author, keynote speaker, consultant, and visionary business leader. He has a significant track record of building stakeholder value and driving innovation and profitable growth among world-class, high-profile brands such as PepsiCo/Pizza Hut, McDonald’s, Frito-Lay, JCPenney, NBCUniversal, and The Cheesecake Factory.

Today, Mark serves as Founder and Chief Growth Officer for LEAF Growth Ventures, LLC. This consulting firm inspires individuals, teams, and organizations to find purpose in fulfilling their true growth potential while making a positive, lasting difference.

Mark has just released his new book, The Purposeful Growth Revolution: 4 Ways to Grow from Leader to Legacy Builder.

Mark is also a member of the Senior Leader Network within Conscious Capitalism, Inc., a global organization whose mission he shares: Elevating Humanity Through Business.

LinkedIn: https://www.linkedin.com/in/markamears/

Website: https://www.MarkAMears.com

Leadership and Positive Work EnvironmentMichael and Mark discussed their shared passion for leadership and the importance of creating a positive work environment. Mark shared his experiences in the restaurant, retail, hospitality, and entertainment industries and his mission to lead the "Purposeful Growth Revolution" to help managers become leaders who can grow into living legacy builders. They also discussed the impact of leaders on their teams and the need for leaders to understand themselves before they can effectively lead others. Mark emphasized the importance of words and how they can shape perceptions, suggesting that using terms like "works with" instead of "works for" can foster a sense of teamwork. The conversation ended with an agreement to continue the discussion in a future meeting.Involving Everyone in the Planning ProcessMark and Michael discussed the importance of involving everyone in the planning process, using the example of a successful marketing and menu plan for a restaurant chain. They highlighted the need for collaboration and breaking down silos to achieve success. Mark shared a specific instance where a chef's idea led to a successful marketing campaign around the theme of "the year of originality" brought to you by Solidworks. They also discussed the importance of decreasing costs and extending menu options without adding extra items. Michael emphasized the need for time in planning and the importance of breaking down silos to work together effectively.Leaf Model for Growth and CollaborationMark shared his experience of being let go from a restaurant concept and how it led him to write his book, "Leaf: A Model for Growth and Rebirth." He explained how the leaf symbol represents growth, rebirth, and a model for success. He also discussed the importance of breaking down silos and collaborating with team members. Michael then asked Mark about his book, and Mark elaborated on the four circles of the leaf model: leadership, engagement, accountability, and fulfillment. He also introduced a new model, "Love Leadership," which extends the leaf model.Empathy, Communication, and Employee GrowthMark discussed the importance of empathy and human connection in the workplace, using the acronym LOVE to represent the key elements of effective communication and leadership. He emphasized the need to listen deeply, observe and coach, value and invest in employees, and empower them to grow and contribute to the team. Mark also highlighted the importance of providing opportunities for learning and growth and encouraged employees to share their knowledge and ideas to improve the workplace. He used the example of investing in an employee's interest in AI to illustrate how this approach can lead to better results and a more fulfilling work environment.Empowering Employees for Growth and BelongingMark shares a personal story about learning to ride a bike without training wheels, highlighting the sense of freedom, accomplishment, and growth he experienced. He parallels that experience and empowers employees to feel valued, coached, and invested in their work. Michael affirms the importance of creating a psychologically safe environment where employees feel a sense of belonging, are nurtured, and are given opportunities. He shares an example of reducing turnover by implementing such practices in an organization he led.Sentimental Value of Childhood BikesMichael shared a personal story about his childhood bikes, highlighting the sentimental value of a green bike given to him by his great-grandfather. He also recounted how his father, instead of retrieving the motorcycle after a neighbor's child took it, chose to let the child keep it, demonstrating grace and love. Michael expressed his gratitude for his father's decision, emphasizing the importance of empathy and understanding in difficult situations.Fostering a Positive Work Environment and BelongingMichael and Mark discussed the importance of creating a positive work environment that fosters a sense of community and belonging. They emphasized the need for organizations to prioritize the well-being of their employees, as this leads to increased productivity and loyalty. Michael highlighted the importance of leading by example and caring for people, while Mark stressed the significance of feeling included and valued in the workplace. They also touched on total diversity, encompassing outer and inner diversity, and the need for psychological safety to encourage vulnerability and creativity. The conversation concluded with Mark's emphasis on the importance of positively impacting others' lives and creating a virtuous cycle of reciprocity.Creating a Positive Work EnvironmentMichael and Mark discussed the importance of creating a positive work environment and its impact on employees. Mark shared his book, "Purposeful Growth Revolution," and offered a free self-assessment on his website. Michael encouraged everyone to take the assessment and subscribe to Mark's newsletter. They both expressed their desire to continue the conversation and support each other in their respective roles

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When starting a new business, you must get several essential elements right from the outset to ensure your company thrives. First and foremost, you need a robust and user-friendly website that serves as the public face of your business when your physical doors are closed. This means investing in a website that is stable, easy to navigate and puts customers no more than three clicks away from the information or products they seek. If you've never designed a website before, consider working with a web design agency or using a platform like WordPress to create a professional-looking, high-performing online presence.

Alongside a robust digital foundation, building a great team of employees is crucial for your business's success. Employees are the backbone of your company, responsible for ensuring smooth operations and fulfilling customer needs.

Take the time to carefully vet and hire the right people, looking for individuals who can work well independently and as part of a team. Additionally, ensure you have enough funding to get your business off the ground through your capital or a business loan, and invest in reliable technology to keep up with your operational demands.

Finally, don't overlook the importance of effective marketing to help potential customers discover your offerings. By focusing on these five key areas - website, employees, funding, technology, and marketing - you can set your startup up for long-term success and avoid the pitfalls that lead to early business failures.

Subscribe to our newsletter and explore insightful conversations on workplace culture, burnout, and leadership at the Breakfast Leadership Network, ranked in the top 20 globally. Join us to thrive in the modern work environment.

Please stay connected with us. Check out the Breakfast Leadership Show Podcast for more insights and valuable content. Join our podcast and get inspired by top industry leaders’ leadership lessons and success stories.

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In this episode, we dive into why employees are the lifeblood of any successful business and how their morale directly impacts performance, revenue, and growth. Employees who feel valued bring their best to customer service, marketing, and other critical roles. But how can you create a workplace where employees thrive? We discuss practical strategies for boosting morale, including implementing reward programs, enhancing the work environment, and creating supportive policies like workplace harassment training. These actions can help foster a positive atmosphere that keeps your team motivated and dedicated.

Join us as we explore practical ways to boost employee morale, from offering tailored rewards to creating a comfortable and inspiring office space. Discover why a work-life balance prevents burnout and promotes long-term productivity. From implementing clean, bright workspaces to providing mental health support, these small changes can make a big difference. Whether you’re a business owner or manager, these tips will help you build a happier, more resilient team that drives your company forward. Tune in for more insights on creating a thriving workplace!

Subscribe to our newsletter and explore insightful conversations on workplace culture, burnout, and leadership at the Breakfast Leadership Network, ranked in the top 20 globally. Join us to thrive in the modern work environment.

Please stay connected with us. Check out the Breakfast Leadership Show Podcast for more insights and valuable content. Join our podcast and get inspired by top industry leaders’ leadership lessons and success stories.

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Driven by a desire to empower women financially, Hànanda is passionate about helping women build their Freedom Fund (aka F*ck You Fund, when she’s feeling sassy!) through note investing. She believes in the transformative power of passive income and is dedicated to equipping women with the tools to walk away from people, places, and things that no longer serve them.

As a seasoned mortgage note investor passionate about yoga and holistic wellness, she has guided individuals toward profound transformations for over two decades.
In addition to her pursuits in finance and wellness, Hànanda is at the forefront of cutting-edge medical research. With a focus on longevity and rejuvenation, she explores the potential of young plasma therapy to combat aging and age-related diseases.

Before her current pursuits, Hànanda dedicated twenty years of her life as a full-time volunteer running an international meditation and retreat center, fostering environments of peace, introspection, and spiritual growth.
By leaning into her rich life experiences, Hànanda inspires women to Invest in a Life they Love. She aims to lead by example. Through her finance, wellness, and philanthropy endeavors, she seeks to create a world where women pursue their dreams, embrace their passions, and live on their own terms.

https://www.successfulnotesolutions.com/
https://www.youtube.com/@successfulnotesolutions9411
https://www.linkedin.com/in/h%C3%A0nandawhittingham/
https://www.facebook.com/HanandaWhittingham
https://www.instagram.com/hanandamoves/

Investing in Personal and Professional GrowthHànanda and Michael discuss investing in a fulfilling life through practices like meditation, exercise, and working with skilled professionals. Hànanda shares that focusing on one area creates momentum that positively impacts other areas. Michael agrees, noting that progress can seem slow some days but significant over time. They emphasize the importance of seeking guidance to accelerate personal and professional growth.Building Organizations and Sharing ExperiencesMichael shared his journey of building his organization from scratch, emphasizing the importance of learning from failures and focusing on the journey rather than the destination. He also discussed his experience with his podcast, which he initially didn't want to do but has now lasted for eight years. He expressed his appreciation for the opportunity to learn from others and share his own experiences, believing that these conversations can inspire positive changes in people's lives.Intertwined Health and Wealth StrategiesMichael and Hananda discussed the importance of health and wealth, emphasizing that they are intertwined. Hananda shared her approach of trusting her intuition and considering how she feels about a decision, while also backing it up with facts. They also discussed the importance of patience and consistency in achieving goals, with Michael highlighting the power of small daily improvements. Hananda suggested helping people find something to celebrate in their current situation, which can help them overcome self-doubt and move forward. They both agreed on the need for self-reflection and self-belief in achieving personal growth.Positive Language and DisciplineHànanda and Michael discuss the importance of using positive language and avoiding diminishing self-talk. Hànanda emphasizes celebrating small accomplishments, like attending a yoga class early in the morning. Michael suggests replacing phrases like "I'm just" with more affirmative statements. They highlight the role of discipline over motivation in consistently taking positive actions. Michael shares an example of extending his morning walks beyond his initial plan due to feeling proud of showing up.Personal Control and Mindset in WorkMichael emphasized the importance of personal control and mindset in one's work situation. He shared his own experience of changing his outlook on his employer and career, which led to growth opportunities and better career prospects. He encouraged others to focus on what they can control and to change their mindset to improve their situation. Hananda agreed with Michael's points, relating them to the concept of intention and how it can change behavior and ultimately lead to better outcomes.Consistency and Momentum in SuccessHànanda and Michael discussed the importance of consistency and momentum in achieving personal and professional goals. They shared their experiences and accomplishments over the past five years, emphasizing the dramatic impact of consistent effort. Michael expressed his admiration for the progress made by his colleagues and friends, and encouraged everyone to operate in their sweet spot. The conversation concluded with Michael inviting listeners to find out more about Hànanda's work on LinkedIn.

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In this episode, we delve into a recent study exploring how different font choices, including Times New Roman, Arial, and Helvetica, impact resume readability and hiring managers' perceptions. We discuss the importance of selecting the right font size, and the role of layout design in enhancing resume clarity and effectiveness.

Key Talking Points:
- The significance of choosing professional fonts like Times New Roman, Arial, and Helvetica for resumes.
- The impact of font size and formatting on resume readability and layout.
- The advantages of serif vs. sans-serif fonts in digital and print media.
- Tips on avoiding decorative fonts that may be perceived as unprofessional.

Read the full article here: https://www.breakfastleadership.com/blog/top-resume-fonts-to-increase-your-job-application-success

YouTube: https://youtu.be/PHYdTV8Y6R0

Subscribe to our newsletter and explore insightful conversations on workplace culture, burnout, and leadership at the Breakfast Leadership Network, ranked in the top 20 globally. Join us to thrive in the modern work environment.

Please stay connected with us. Check out the Breakfast Leadership Show Podcast for more insights and valuable content. Join our podcast and get inspired by top industry leaders’ leadership lessons and success stories.

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In today's complex and rapidly evolving business landscape, emotional intelligence (EI) has emerged as a crucial attribute for successful leaders. Leaders with high EI can understand, manage, and harness their own emotions and those of others, fostering a positive and productive work environment.

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Mitchell Weijerman, the CEO of Epic Mining, a leading Bitcoin mining company that manages 80,000 hydro-powered machines across three locations. They’re revolutionizing how investors mine Bitcoin by offering a fully managed, eco-friendly solution requiring zero technical knowledge, real-time performance dashboards, automated daily payouts, and over 450 satisfied customers.

SummaryBitcoin Mining Market Developments and GrowthMichael and Mitchell discussed the exciting developments in the Bitcoin mining market, particularly the increased accessibility for people to mine. Mitchell emphasized the adoption of Bitcoin by institutions and the potential for growth in the market. Michael expressed enthusiasm for the conversation and planned to share the details in the show notes. The conversation ended with Michael inviting Mitchell to share more about his work and the company he represents.Epic Mining's Accessible Bitcoin Mining SolutionsMitchell Weyerman, the founder of Epic Mining, discussed the company's mission to make Bitcoin mining accessible, easy, and affordable for investors worldwide. He shared his journey into Bitcoin mining, starting in 2020, and how he overcame the technical challenges by taking a different approach. Mitchell explained that he initially bought mining machines and researched their best locations, eventually starting his first Bitcoin mining farm with 20,000 machines. He then shared his success with friends, leading to a demand for similar services, which resulted in the formation of Epic Mining. The company now manages 80,000 Bitcoin mining machines across multiple locations worldwide, including a recent addition in Ethiopia.Discussing Electricity Rates and Bitcoin MiningMitchell and Michael discussed their electricity rates and the environmental impact of Bitcoin mining. Mitchell revealed that their mining facility in Ethiopia has a significantly lower electricity rate of 5.7 cents per kilowatt hour, powered by 100% green energy from a hydro dam. Michael acknowledged the positive impact of this on the environment, contrasting it with the high electricity rates in San Diego and Toronto. They also briefly touched on the history and global implications of Bitcoin.Exploring Collective Bitcoin Mining OpportunitiesMichael and Mitchell discussed the potential of Bitcoin mining and the benefits of a collective approach. Mitchell emphasized the need for a mindset shift, as individual mining is no longer profitable. He highlighted the success of Bitcoin miners in 2021, generating $16.7 billion, and the goal of Epic Mining to democratize this opportunity. Michael agreed, noting the historical trend of dismissing innovations and the importance of research and effort behind successful ventures. They concluded that the collective approach to mining could be a profitable and innovative solution.AI in Mining and Bitcoin PotentialMichael and Mitchell discussed the potential of AI in mining and its impact on efficiency. Michael suggested that AI could analyze data faster than humans, leading to more efficient energy usage. Mitchell agreed, emphasizing the importance of adaptation and innovation in the mining industry. They also discussed the potential of Bitcoin, with Mitchell stating that it's still in its early stages and could see significant growth in the long term. Both agreed that the long-term trajectory of Bitcoin is promising despite short-term market fluctuations.Discussing Epic Mining and Podcast EpisodeMichael and Mitchell discussed the promotion of Mitchell's company, Epic Mining. Mitchell suggested that the best way to learn more about Epic Mining is to visit their website, www.epicmining.io, and to connect with him on LinkedIn. https://www.linkedin.com/in/mweijerman/?originalSubdomain=nl

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In the aftermath of the 2024 US presidential election, the country faces a profound question: how can we rebuild our economy and create a more equitable and sustainable future? One proposed solution is to focus on shopping locally and supporting small businesses.

In this podcast, we'll explore the benefits of shopping locally, discuss local businesses' challenges, and hear from experts and entrepreneurs working to create a more resilient and vibrant regional economy.

Call to action

We encourage you to join us for this critical discussion about the future of our local economy. By shopping locally, we can create a more vibrant and sustainable community for all.

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Darius Alexander Ross is a speaker, author, Executive and Personal Coach, Life Re-engineering master specialist, seminar and conference producer and promoter, corporate turnabout artist, and platform acquisition sponsor. He is also an American arbitrager, commodities trader, and philanthropist. He is a certified business broker, merger and acquisition intermediary consultant, corporation valuation consultant, and licensed real estate commercial broker and appraiser.

Website: https://www.dariusaross.com/

Linkedin: / Darius-ross-0316626

Facebook: / dariusaross1

Instagram: / darreexec

Real Estate Market and InvestingMichael and Darius discussed the current state of the real estate market, with Darius predicting a significant downturn in the next few years. He suggested this would be a good time for investors to be cash-rich and patient, as the market would offer numerous growth opportunities. Darius also predicted that the stock market would take a significant dip, but this would be a chance for savvy investors to make substantial gains. The conversation concluded with a discussion of the importance of patience and long-term thinking in investing.Accountability in Leadership and CultureMichael and Darius discussed the importance of accountability in leadership and its impact on organizations and communities. Darius shared his perspective on the current state of corporate culture, highlighting issues such as retention, attrition, and the dissatisfaction of employees due to reduced benefits and rewards. He emphasized the need for leaders to take responsibility for their actions and decisions and to acknowledge and learn from their mistakes. Michael agreed, noting the importance of accountability in decision-making and the need for leaders to consider the broader impact of their actions on their communities. They also touched on wealth distribution and the responsibility of those with wealth to give back to their communities.Addressing Needs and Accountability in BusinessIn the meeting, Michael and Darius discussed the importance of understanding and addressing the needs of others, particularly in a business context. Michael emphasized the value of giving back and providing opportunities for growth and success, even if it means a small financial investment. He also highlighted the importance of accountability and learning from mistakes rather than blaming others. The conversation also discussed gamifying tasks to motivate employees and create a sense of ownership and responsibility. The conversation ended with an emphasis on the need for leaders to instill accountability in their teams.Fostering Corporate Entrepreneurship and AdaptabilityDarius emphasized the importance of involving employees in decision-making to foster a corporate entrepreneurial environment. He used Microsoft and Amazon as examples to illustrate how ideas can evolve into successful businesses. Michael agreed, noting the rise and fall of companies like Blockbuster and Sears and the importance of adaptability and accountability. They concluded that keeping an open mind and listening to employees, vendors, and suppliers can help prevent being overtaken by competitors.

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“I will do my best to be my best and leave the world and the people I meet a little better than when I found them.”These twenty-five words, said from the heart, represent nature’s highest calling to all living things: to reach their potential and contribute to their species and the whole . . . All it takes is this commitment to do your best to be your best – days, serial entrepreneur Ben Lytle, author ofTHE PURSUIT OF WISDOM, as that’s how he led and launched seven successful companies to date, creating billions in market value, including New York Stock Exchange-listed Acordia, Inc. and Anthem (now Elevance Health), which have a current market value of more than $120 billion. He also co-founded Silver Sneakers, a fitness program designed for older adults that became one of the world’s largest exercise programs. Sharing his knowledge now as an author of THE POTENTIALIST series, his latest installment, The Pursuit ofWisdom was published Fall of 2024. He shares the importance of wisdom and its practice in everything from business to intimacy in relationships. The series is intended as a guidebook for success during the fast-changing, turbulent, and opportunity-rich times ahead—named The Fourth Industrial Revolution by the World Economic Forum. Ben's devotion to individual and collective human potential through accelerated wisdom guides much of his work and sharing. Among many nuggets, Ben Lytle shares about leadership, human potential, and wisdom fromTHE POTENTIALIST: The Pursuit ofWisdom * Human potential has consistently been underestimated. Humanity, especially its leaders, has yet to grasp this timeless truth.

• How can I be sure that my intentions are genuine and my actions are consistent?

• Gratitude is powerful in its presence or absence.

• If you struggle with judging yourself, you are trapped in the ego’s cognitive distortion of perfection, which does not exist in nature and cannot exist in you.

• Inside everyone, buried more deeply in some, lies a craving for an ecstatic connection called intimacy that unites us with others and all things in nature.

• Humanity will achieve an unprecedented elevation in potential and wisdom when intimate relationships are as familiar as social acquaintances are today.

• Intimacy, unconditional love, and empathy are not subject to the law of consumption but to infinity, from which they are derived. The more we give, the more we have available to offer.

• Intimacy may be the most potent force we experience in life.

• Think of intimacy as a healthy contagion spreading outward and altering every person and thing you touch.

• Intimacy is the North Star of the art of living well, our most basic need, our highest calling, and the surest path to potential and wisdom.

• Fear owns you, or you own it. Only you can decide who’s in charge.

• Adversity is a teacher, not a punishing warden.

• What we spend time with and where we spend our time makes who we are. Decisions made wisely throughout life accelerate potential and wisdom.

• At family intimacy, unconditional love and belonging are, at their best, protective membranes between you and the rest of the world from birth to death.

• It is impossible to become wise without gratitude.

• Many people remain tragically defined by inaccurate memories that limit their potential and quality of life.

Questions to ponder: • Will working and living with humanlike automation emphasize or blur my human distinctiveness? • How do I integrate with automation like AI and robotics without losing my humanity? • What security, backup, and controls should I insist on as my life increasingly depends upon more intelligent and competent automation? • How do I prepare for career opportunities as automation assumes the grunt work and frees me for higher-value work that is creative, problem-solving, and involves complex relationships with humans and humanlike automation? * If institutions continue faltering, how, when, and on what matters will you fill the void they leave, protect your interests, and participate in reshaping them?

• Will you lead wisely to heal polarizing issues in your orbit, or stay silent and hope someone else leads?

• Will you develop and execute an adaptive strategy for a longer life in an aging society, or will you trust that the government or someone else will take care of you and yours?

• How will my loved ones and I assess the choices and consequences to make the wisest possible decisions in a personalized world of expanding choices, individual initiative and productivity, and self-discovery?

• Active Imagination or visualize-to-realize is concentrated practice to learn and become what we imagine or visualize.

• We can be only what we imagine, and what we imagine, we can exceed.

• All-time problems are priority problems in disguise.

• Everyone can contribute to democratizing wisdom by passing on their life experience as examples of wise and unwise actions and decisions.

The development of potential and wisdom becomes cumulative, accelerating you forward in an ecstatic experience of perpetual growth. Ben Lytle is a self-made serial entrepreneur-CEO known for being ahead of the curve. He launched five successful companies, including two listed on the New York Stock Exchange. The best-known is Anthem, which is today twenty-ninth on the Fortune 500 with a market value of over $100 billion. He is a healthcare policy expert who served on state and presidential healthcare commissions, a governance leader with extensive public company experience, a senior athlete, a world traveler, a father of three children, and a grandfather to eight grandchildren.
Ben’s devotion to individual and collective human potential through accelerated wisdom guides his writing, speaking, entrepreneurial energy, and investments. He believes that people and organizations today underestimate the extent and speed with which they and the world will change. Time to prepare and adapt is being compressed, opportunities are missed, and unnecessary suffering will result unless prompt action is taken. He wrote The Potential: Your Future in the New Reality of the Next Thirty Years as a guide to success through wiser, timely actions and decisions in the opportunity-rich, turbulent times ahead.

In the highly anticipated second installment of The Potential series, The Pursuit of Wisdom, Ben takes you on an uplifting journey to unleash your potential and accelerate the decision-making wisdom vital during the most significant change in human history.

Website: https://potentialistfuture.com.
Facebook: https://www.facebook.com/larryben.lytle/
LinkedIn: https://www.linkedin.com/in/ben-lytle-a6a0b914/
YouTube: https://www.youtube.com/@ben.lytle.potentialist
Instagram: https://www.instagram.com/potentialistfuture/?fbclid=IwZXh0bgNhZW0CMTEAAR3Nz_d5zRI2HSLS0SSWMznA3H0-ylQ0bNgRi40OvTQw2asO0K8leP_W5ZI_aem_ztuuogeUuGSpLVaZJ31vcw SummaryExploring Human Potential and WisdomBen and Michael discussed Ben's passion for studying human potential and how it manifests in wisdom and sound decision-making. Ben, a serial entrepreneur and attorney, mentioned writing a book series on tapping into human potential during the current era of great change aimed at his grandchildren and children.Navigating Transformation and Embracing ChangeMichael and Ben discussed the current period of significant transformation in humanity. Michael expressed his excitement about participating in this change and emphasized the importance of learning and understanding to navigate through it. Ben agreed, noting that historically, only a tiny percentage of people have thrived during significant change. He stressed the need to adapt actively and not fear these changes. Both agreed that change can be growth and that it's essential to recognize the opportunities it presents for humanity. They also touched on the fear of success and the importance of embracing change.Global Education, Wisdom, and Personal GrowthBen discussed the potential of reaching higher levels of education and learning worldwide, emphasizing the importance of using available information and knowledge wisely. He introduced his second book, which focuses on developing one's capacity for wisdom and making better decisions. Ben encouraged everyone to apply themselves and make significant progress in a short amount of time. Michael agreed, highlighting the importance of self-improvement and not comparing oneself to others. They both emphasized the potential for personal growth and the need to apply oneself differently.Exploring Wisdom, Personal Growth, and Healthcare ChallengesBen and Michael discussed the potential of wisdom being accessible to everyone and the importance of personal growth. Ben emphasized the role of self-doubt and the ego hindering personal development and suggested that understanding and woodworking with one's psychological body can improve decision-making and find purpose. Michael shared his experience of overcoming self-doubt and embracing change, highlighting the importance of being open to new opportunities. They also touched on the challenges and rewards of working in healthcare, with Michael noting the unpredictability of the field and the need for adaptability. The conversation concluded with Ben mentioning the integration of AI and brain science in technology, hinting at future developments in this area.Addressing Global Challenges With AI and RoboticsBen and Michael discussed the world's challenges, particularly the declining population and the need for increased productivity to sustain economies. They emphasized the importance of technologies like AI and robotics in healthcare and other sectors in addressing these issues. Ben highlighted the need for a shift in mindset from fear to embracing these technologies for their potential benefits. Michael agreed, noting the need for more clinicians and caregivers and the necessity of moving fast on AI and robotics while ensuring safety and caution. They concluded that the world needs to start thinking about accelerating the learning process and getting more people into the system to address these challenges.Addressing Declining Birth Rates and Aging PopulationsMichael and Ben discussed the implications of declining birth rates and aging populations on infrastructure and economic growth. They noted that countries like Canada and Italy are experiencing a significant decline in new births, which could lead to a shortage of skilled workers and a reduced tax base. Ben emphasized the need for proactive measures, particularly in healthcare, to address these issues. They also touched on the challenges faced during the pandemic, such as surgery delays and access to diagnosis.Enhancing Healthcare Productivity With TechnologyBen and Michael discussed the need for innovation and productivity enhancement in healthcare, particularly in the face of a shortage of healthcare workers. They emphasized the importance of leveraging technology to support healthcare professionals rather than replacing them. They also highlighted the need for a shift in mindset from caution and distraction to proactive problem-solving and preparation for the future. Ben suggested that the current reality requires healthcare professionals to operate at the top of their licenses and that technology can help achieve this. They concluded by expressing optimism for the future, with Ben referring to it as the "age of expanding human potential."Enhancing Human Capabilities With TechnologyBen and Michael discussed the potential of technology to enhance human capabilities, such as memory and decision-making. Ben emphasized the importance of the United States leading in this area, as it could significantly impact the world. He also shared his website, potentialistfuture.com, where people can find more about his work and books. Michael appreciated Ben's insights and encouraged others to follow him. They also touched on the importance of self-awareness and ego management in personal growth.

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Rugare Gomo’s mission is to inspire and empower all people to dream, forge their paths, and be leaders in their own lives. He is a high-performance life and business coach, author, and speaker.

One of Rugare’s superpowers is making things happen. At 16 years old, he arrived in Australia with about $300, a suitcase, and a backpack.

He graduated from Monash University with a Bachelor of Laws and Bachelor of Arts (Honours). He practiced in a top-tier law firm, joined a start-up, and negotiated cross-border, multi-million-dollar contracts as General Counsel.

Rugare is also the Founder of the Gomo Foundation, which provides scholarships for girls to go to school in rural Zimbabwe, and he has run his corporate law firm.

LinkedIn Profile: https://www.linkedin.com/in/rugaregomo

Website: https://RugareGomo.com

Rugare's Journey of Self-Discovery and GrowthRugare shared his journey of self-discovery and growth, starting from his early age of moving to Australia with limited resources. He discussed how this experience helped him overcome his initial shyness and self-doubt, leading to increased self-confidence and self-love. Rugare also highlighted his ability to raise capital for his university education and his decision to be his authentic self as a gay man, despite the potential risks. Michael acknowledged Rugare's journey as foundational and praised his ability to take risks and adapt to new environments. Both Rugare and Michael emphasized the importance of embracing challenges and living in the unknown to achieve personal growth.Creating Inclusive Environments Through AcceptanceRugare shared a personal story about having an open conversation with his uncle, who is the head of a village in Zimbabwe, about gay rights. The uncle's acceptance and welcoming attitude towards his partner and other members of the gay community could potentially create a more inclusive environment in the village. Michael agreed with Rugare's perspective, emphasizing the importance of psychological safety and acceptance in communities and organizations. Both Rugare and Michael expressed their hope for a world where people can be themselves without fear of judgment or condemnation.Fostering Unity and Understanding ConversationsMichael and Rugare discussed the importance of creating an environment where people feel heard and welcomed, regardless of their differences. They emphasized the need to understand others' perspectives, rather than demonizing them. Rugare shared a personal experience of a friend who supports Trump, and how she plans to have a conversation with him to understand his viewpoint, rather than trying to change his mind. They both agreed that living their lives in a way that promotes unity and understanding can have a more significant impact than trying to convince others.Curiosity and Research in VotingMichael and Rugare discussed the importance of curiosity and research in making decisions, particularly in the context of voting. Michael emphasized the need to understand the reasons behind one's support for a particular party or candidate, rather than simply following family traditions or party affiliations. He suggested doing one's own research on the issues that matter to them and comparing the positions of different candidates or parties. Rugare agreed with Michael's approach, highlighting the need for open conversations and understanding rather than polarizing attitudes. They also touched on the potential of technology to provide access to information and resources, which could lead to the tapping of untapped talent pools.Leadership, Unity, and Personal GrowthIn the meeting, Rugare and Michael discussed the importance of leadership and unity, emphasizing the need for understanding and empathy in personal and professional relationships. Rugare shared his personal journey of self-discovery and growth, highlighting the importance of acknowledging and learning from past mistakes. They also discussed the need for psychological safety and the importance of not demonizing others, but rather seeking to understand their perspectives. The conversation concluded with Rugare sharing his website and social media handles for further connection.

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Dr. Kimberly Harms has been around the block in life. She has served as a Commissioned Officer in the United States Public Health Service, a dental school professor, a grief counselor, a death doula, a civil mediator, a clinical dentist with her late husband Jim in Farmington MN, a school board Chair, President of an international women’s organization, the first woman President of the Minnesota Dental Association, a National Spokesperson for the American Dental Association (21 years), an award-winning, best selling author and international speaker on the topics of grief, conflict and legacy planning.

She has also suffered many personal losses, including the deaths by suicide of her mother and son and the death by a broken heart of her husband after their son’s death.

Her most important role now is mother to her two surviving children and grandmother to 6 precious grandchildren.

Book link: https://amzn.to/3XR3JCQ

website: drkimberlyharms.com

Authors URL: https://www.facebook.com/profile.php?id=61562687683460

Kimberly's Career and Life PurposeIn the meeting, Kimberly and Michael discussed Kimberly's background, including her career as a commissioned officer in the United States Public Health Service, her role as the first woman President of the Minnesota Dental Association, and her work as a national spokesperson for the American Dental Association. Kimberly also shared her transition from practicing dentistry to international speaking and writing books. The conversation then shifted to Kimberly's current focus on her life's purpose and her book, "Are you ready how to build a legacy to die for?" The conversation ended with Michael expressing his appreciation for the conversation and looking forward to further discussions.Planning for the Future Amid LossMichael and Kimberly shared their personal experiences with loss, emphasizing the importance of planning for the future to ease the burden on loved ones. Michael discussed his mother's well-organized estate and how it provided a sense of peace during a difficult time. He encouraged others to do the same, setting up wills or trusts to ensure a smooth transition. Kimberly shared her own tragic losses, including the suicide of her mother and son, and how these experiences taught her about the impact of grief on others. She highlighted the importance of not letting grief consume one's life and the need to focus on the living. Both speakers underscored the significance of planning and communication in dealing with loss.Overcoming Grief and Resilience in LeadershipKimberly shared her personal experience of overcoming grief and finding happiness again, emphasizing the importance of fighting through difficult times. Michael agreed, highlighting the role of leaders in setting an example for resilience and the potential impact of unresolved grief on both individuals and their followers. They also discussed the potential link between mental health and physical health, with Kimberly sharing her own experience of being treated for depression after her son's death. The conversation concluded with a mutual understanding of the importance of seeking help and support during challenging times.Addressing Unprocessed Grief and DepressionKimberly shared her personal experience of losing her son and her husband, both of whom had struggled with untreated grief. She believes that the lack of support and recognition for grief can lead to serious health issues and even death. Michael agreed, adding that unprocessed grief can negatively impact a leader's performance and clarity. He also shared his own experience of being diagnosed with clinical depression and seeking help, emphasizing the importance of working through one's emotions for personal growth and well-being.Leading Through Grief in Dental OrgsKimberly emphasized the importance of leading through grief in the workplace, particularly in dental organizations. She suggested having a morning huddle to acknowledge and support team members who are grieving, and proposed the use of a "crying room" for those who need a moment to collect themselves. She stressed the value of a supportive team environment and the need for leaders to help their team members navigate through difficult times.Team Bonding and Personal SupportKimberly and Michael discussed the importance of team bonding and addressing personal issues within a team. Kimberly emphasized the benefits of strong personal relationships in the workplace, leading to a happier environment. Michael shared his experience from working in healthcare, where they had morning huddles to prepare for patients with specific needs. He agreed with Kimberly's approach and suggested that such practices could help team members feel supported and less stressed. They both agreed that this approach could improve team dynamics and retention.Building Trust and Emotional SafetyMichael and Kimberly discussed the importance of building relationships and trust within an organization. They emphasized the need for leaders to create an emotionally safe environment where employees feel valued and supported. They also highlighted the significance of addressing emotional issues and conflicts to foster loyalty among customers and team members, ultimately leading to increased production. Michael stressed the importance of trust, noting that it can take years to build but can be lost in seconds. Kimberly agreed, emphasizing the need for leaders to prioritize emotional well-being and trust-building within their teams.Creating a Supportive Workplace AtmosphereMichael emphasized the importance of being present and giving one's best at work, even on difficult days. He suggested that admitting when one is not feeling well can create a psychologically safe environment and foster a sense of teamwork. Kimberly agreed, highlighting the significance of creating a supportive team atmosphere. Both agreed that a happy workplace is one where individuals feel valued and cared for.Kimberly's Book and Website DiscussionMichael and Kimberly discussed Kimberly's work and her book, "Are You Ready? How to Build a Legacy to Die For".

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Meet Brad Sugars.Professionally, nobody has significantly impacted Brad Sugars‘ life more than Jim Rohn. As a teen, Brad scrimped and saved his allowance to afford tickets to a Rohn seminar, and despite being the youngest person in the audience, what he learned there has informed his business practices and philosophies throughout his life.

Now internationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the #1 business coach in the world. Throughout his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and owns the multi-million dollar franchise ActionCOACH®.

As a husband and father of five, Brad is equally passionate about his family as he is about business. That’s why he strongly advocates for building a company that works without you so you can spend more time doing what matters to you.

https://bradsugars.com/about/

Teaching and Learning in Fast PaceMichael and Brad discussed the challenges of learning and teaching in today's fast-paced world. Brad, a father of five and chairman of nine companies, shared his experience building great business people through teaching, coaching, and mentoring. He emphasized the importance of breaking learning down into smaller snippets, as seen in their 12-week learning programs. Brad also highlighted the effectiveness of their approach, as evidenced by the growth in conversion rates and productivity among salespeople and managers. He noted the positive impact of their leadership training, which has seen an average increase in passion scores from 3 to 6 among participants.Setting Realistic Goals and InvestingBrad and Michael discussed the importance of setting realistic goals and investing in personal growth. They emphasized that learning and understanding the necessary skills take time and should not be rushed. Brad shared his personal experience of setting a goal to retire at age 25 and how he had to learn and grow over time to achieve it. They also discussed the importance of investing in people and providing them with the necessary tools and opportunities to succeed. Michael shared his experience of turning around a healthcare organization by investing in his team and giving them a voice, which led to significant improvements in performance and reduced turnover.Investing in People for SuccessMichael and Brad discussed the importance of investing in people to achieve success. Michael emphasized the need for organizations to understand what they need to do differently to reach their goals rather than just working harder. He used the analogy of a cook becoming a chef to illustrate the need for learning new skills and techniques. Brad agreed with Michael's points. The conversation also touched on a story about Jim Rohn, who, at 25, was broke and sought advice from his mentor. The mentor asked Jim to list all the reasons for his failure, and upon reviewing the list, the mentor pointed out that Jim's name was missing.Self-Accountability and Management in GrowthMichael and Brad discussed the importance of self-accountability and management in personal and professional growth. Brad emphasized that self-accountability is rare, and most people need some form of management to hold them accountable. He suggested that daily goals and plans are crucial for achieving annual goals and should be measured and reported. Brad also highlighted the importance of balancing management and leadership in an organization, with the former focusing on competency and productivity and the latter on passion and focus. He stressed balancing the business's nance, admin operations, and marketing teams, iBalancing Sales, Marketing, and FinanceBrad and Michael discussed balancing sales, marketing, and finance for consistent growth. They highlighted the challenges of getting these parties to communicate effectively but emphasized the benefits of understanding each other's roles and expertise. Michael also stressed the value of investing in employees to foster a culture of insight sharing, which can help identify potential issues and drive growth.Effective Leadership and CommunicationBrad emphasized the importance of communication and leadership in an organization. He suggested that a good leader should be the quietest one in the meeting to draw out ideas from others and be involved in the day-to-day operations to understand the team's needs. He also stressed the significance of documenting the organization's culture, values, and goals and the need for leaders to receive training in core leadership skills. Brad also discussed the shift from head leadership to heart leadership and the importance of investing in future leaders. He concluded by stating that people who take accountability for themselves are the ones who grow into leadership roles.Building Strong Systems and CultureBrad and Michael discussed the importance of creating a solid organizational system and culture, using sports teams as examples. They emphasized the role of recruiting, coaching, and continuous improvement in maintaining a competitive edge. Brad highlighted the need for leaders to focus on building people, maintaining culture, and working the numbers. They also touched on the impact of technology on business, with Michael joking about the future of personalized delivery.

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https://www.crystalviewcapital.com/our-team

https://www.linkedin.com/in/matthew-ricciardella-a9156796/

Matthew Ricciardella is a self-made entrepreneur, business executive, investor, and philanthropist. Matthew is the proud Founder and Principal Manager of Crystal View Capital. With over 20 years of experience in the real estate industry, Mr. Ricciardella is responsible for managing and overseeing all Crystal View Capital Fund aspects, including investment strategy, fundraising, asset management, and operations. He currently manages over $400 Million in real estate assets. Matthew inspires confidence and helps others achieve their full potential with his strong leadership expertise and alignment of interest in all Funds.

With a personal investment of $10M+ in Crystal View Capital Funds I, II, and III, Matthew has created a powerful personal bond with his stakeholders. Under Mr. Ricciardella’s leadership, Fund I’s investors have realized an average internal rate of return of 47% since its inception. Matthew has earned a reputation for dealing fairly, honestly, and with integrity with his stakeholders and sellers, which he believes is his most valuable asset. In Mr.Ricciardella's free time, He loves spending time with his two sons and loving wife, Jessica, a company co-founder.

SummarySelf-Storage Industry Growth and StrategiesMichael and Matt discussed their respective roles and their companies' strategies. Matt, the founder and CEO of Crystal View Capital, shared that his company focuses on self-storage and manufactured housing communities, raising equity capital to purchase under-managed assets. They aim to maximize efficiency and net operating income, creating value and selling these assets to distribute profits to investors. Michael highlighted the growth of the self-storage industry and the importance of understanding the reasons behind this growth. The conversation was set to delve deeper into these topics.Affordable Housing Crisis and Storage DemandMichael and Matt discussed the demand for self-storage and mobile home communities due to the affordable housing crisis. Michael highlighted the need for storage among downsizers and businesses, while Matt emphasized the increasing demand for storage facilities as people downsize to save money. Matt also noted the stigma around mobile home communities has diminished, making them a more attractive option for affordable housing. Both agreed that the lack of new mobile home communities being built and the growing demand for affordable housing presents a significant opportunity for growth and increased pricing power.Addressing Affordable Housing and NIMBYsMichael and Matt discussed the issue of affordable housing and its impact on generations. Michael emphasized that the problem has been ignored for decades and has reached a critical point, causing despair among those who fear they will never be able to own a home. He encouraged perseverance and suggested that increasing access to housing could positively impact all levels of housing. Matt agreed with Michael's points. They also touched on the issue of NIMBYs (Not In My Backyard) and their influence on community development, with Michael expressing frustration over the exclusion of affordable housing in specific neighborhoods.Discussing the Importance of CommunityMichael and Matt discussed the concept of community, drawing parallels between a condominium building and a neighborhood. Michael emphasized the importance of community in fostering relationships and mutual support among neighbors. He shared his experience of living in a community where neighbors knew each other well and looked out for one another. Matt agreed with Michael's perspective, highlighting the value of community in both personal and investment contexts. They concluded that community is not just social and physical but also shared and mutu, al cared for. Pride of Ownership and Home Equity ImportanceMatt emphasized the importance of pride of ownership in their work, particularly in helping people afford and build equity in homes. He highlighted the potential for these homes to become their most significant asset and a source of financial growth. Matt also differentiated their approach from apartment complexes, noting that homeowners tend to stay longer and build stronger community ties. Michael agreed with Matt's perspective.Discussing Performance, Growth, and Marketing StrategyMichael and Matt discussed the performance of their organization in comparison to their competitors. Matt highlighted their organization's consistent delivery of promises and strong track record of making distributions to partners despite competitors cutting distributions or making capital calls. He emphasized the importance of hard work, execution, and under-promising and over-delivering. Matt also mentioned their organization's growth in occupancies, cost-cutting, and system refinement, leading to increased cash flow at the property level. He concluded by stating that they have made almost a hundred million dollars in distributions to partners over the years. Michael praised Matt's success and suggested an outward-facing marketing campaign, while Matt encouraged interested parties to contact them for more information. Both agreed on the importance of due diligence and making the right investment choices.

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Cordell Carter, Esq. Convenor | Leaders, Ideas, and Experiences Cordell Carter, Esq. is a dynamic leader, speaker, and advisor known for his relentless pursuit of a world where everyone belongs and has opportunities to thrive. As the long-term executive director of the Aspen Institute Socrates Program (2017-2024) and founding director of the Project on Belonging, Cordell curates transformative, off-the-record leadership seminars in capital cities across the globe, shaping the perspectives of over 1,500 leaders annually.

Cordell’s passion for creating inclusive spaces led him to establish the Festival of the Diaspora in Medellín, Colombia—a powerful summit (deemed the secular tent revival) uniting diasporic communities across the Americas. As the founder of Expectant Advisory, LLC, he helps leaders and boards navigate their inclusion and belonging journeys with thoughtful strategy and foresight. His leadership journey spans prestigious roles at the Bill and Melinda Gates Foundation, IBM, Seattle Public Schools, and the National Alliance for Public Charter Schools. He is a sought-after speaker and facilitator on belonging, inclusion, post-secondary success, and the democratic ideals that hold our society together.

Cordell is also the author of the groundbreaking keynote series, "Becoming an Inclusive Republic," a forthcoming book of the same name, and the producer of the documentary “The Road Trip to Belonging." In recognition of his expertise and leadership, Cordell was appointed by President Biden to the President’s Commission on White House Fellowships and has received numerous accolades, including being named a 2023 Minority Executive Making Moves, a 2021 Champion of Change for Computer Science Education, and a distinguished Eisenhower Fellow to China. Cordell also serves as a Board Director for Concordia, Orbit Capital, Oasis Fresh Markets, Redemption Holdings, and the International Advisory Committee of Danubius University (Galatz, Romania). Finally, he is a limited partner with the Fvlcrum Fund and Mendoza Ventures.

His influence stretches far and wide. He has spoken in 15 countries and 20 U.S. states on topics such as liberal democracy, belonging, and civic faith. Cordell’s leadership extends to corporate boardrooms, advising companies like SkillStorm in their mission to upskill underserved communities. He holds degrees from the University of Notre Dame, Carnegie Mellon University, and the University of Washington, and his thought leadership continues to shape the national and global conversation around equity, inclusion, and the future of democracy.

https://CordellCarter.com

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The US Presidential Election is less than 2 weeks away.

It feels like this campaign has been going on for decades.

This episode provides tips on managing your stress during stressful times like these.

Go vote!

Subscribe to our newsletter and explore insightful conversations on workplace culture, burnout, and leadership at the Breakfast Leadership Network, ranked in the top 20 globally. Join us to thrive in the modern work environment.

Please stay connected with us. Check out the Breakfast Leadership Show Podcast for more insights and valuable content. Join our podcast and get inspired by top industry leaders’ leadership lessons and success stories.

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Jeffrey founded Equine Biomechanics & Exercise Physiology (EQB), which helps HNWIs and entrepreneurs looking to enter the horse racing business pick and manage young, unraced thoroughbred horses that may become champions.

Jeffrey has spent millions, including $7M+ of his own money, researching and refining the science of picking a champion racehorse for more than four decades and has grown EQB to be one of the USA's leading talent scout buyers for young unraced thoroughbred horses.

They helped one of their clients go from start-up to the leading USA racing stable in 4 years with a profit! This was even before the client made $50M+ from a racehorse they selected that won several world championships and became the first Triple Crown winner in 37 years. Several other clients have also had world champions.

Jeffrey disrupted the horse racing industry by developing a quantitative approach to finding the best racehorses, much of which has now been widely copied.

His approach pre-dates and is similar to the one depicted in the Brad Pitt movie Moneyball, in which Pitt analyzes baseball players using biometric measurements at rest and while running and the type of equations and statistics to demonstrate their value and project their potential accomplishments. The data includes slow-motion films, organ scans, DNA markers, etc.

On the podcast, Jeffrey discusses:

• How exhilarating the racehorse game can be, and the associated lifestyle and personal associations involved.
• Racehorse investments compare to traditional investments (real estate, stocks, precious metals, etc).
• How to become a thoroughbred owner without breaking the bank, including owning a fractional share of a championship-winning racehorse, what to know before buying a thoroughbred, and how much it costs.
• A description of the research methodologies behind finding and separating the good horses from the great ones.
• New racehorse selection technologies and the state of the industry’s agents and consultants: the good, the bad, and the ugly.

To get a sense of Jeffrey, here's an episode he did with The Meb Faber Show, where he talked about whether a racehorse's winning metrics are more important than training.

Equine Biometrics and the Triple Crown ChallengeEQB, Jeffrey's company, specialized in equine biometrics, achieved significant milestones, such as being the first Triple Crown winner in 37 years after spending millions on research over 35 years in thoroughbred horse racing and breeding. Jeffrey shared how he became involved in the unpredictable sport after falling in love with a horse on a blind date. Michael drew parallels between winning a Triple Crown and other sports' challenges. Jeffrey attributed his success to using data and scientists.Jeffrey's Journey From Harvard to Horse Racing SuccessJeffrey shared his journey from being a Harvard student to falling in love with horse racing. He initially studied law and business, but his passion for horse racing led him to research the sport's history and management. Despite facing challenges, he pursued his dream and eventually became successful in the field. He also mentioned his experience at Citibank, where he quit his job to pursue his passion for horse racing.Innovative Methods and Opportunities in Horse-Raising IndustryJeffrey expressed frustration with the lack of acceptance of his innovative methods in the horse-raising industry and the prevalence of misinformation. He suggested that small groups could benefit from his expertise and technology, making the industry a lucrative business for those with the right resources. Jeffrey also highlighted the irrationality of the industry as an opportunity. Michael and Jeffrey discussed their experiences as entrepreneurs, emphasizing the importance of curiosity and passion, and using examples like a car salesman's spreadsheet database and a fisherman prioritizing family over wealth. They discussed the potential for horse racing to grow, become more accessible, and drive economic stimulation and fan engagement, likening it to high-profile sports events and highlighting the life-changing impact of owning a racing team.Exploring Horse Racing Innovations and DNA ApplicationsJeffrey shared his experiences of discovering new methods and technologies in the field of horse racing, including inventing the first accurate heart rate meter for racehorses and creating a portable ultrasound machine. He emphasized the importance of curiosity and questioning established knowledge, as he found that many experts in the field were unaware of certain resources and equipment. Jeffrey also discussed his work with DNA, highlighting the potential for early identification of promising horses and the importance of accurate data in AI applications. He criticized the current trend of marketing DNA testing for speed in horses, arguing that it oversimplifies the complex factors involved in horse racing.EQB, Equine Biometrics, and Racehorse BusinessJeffrey and Michael discussed Jeffrey's company, EQB, which focuses on equine biometrics. Jeffrey shared his company's website, email, and the availability of their research papers. He also emphasized the importance of understanding the racehorse business, which he described as serious and competitive.

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Rachel Gogos is a serial entrepreneur passionate about people, the web, and creating strong personal brands. She started her career at the United Nations headquarters in New York City, where she helped create the look and feel of the organization’s first website. Today, in her current role running brandiD, Rachel channels over 15 years of marketing and communications experience into every website for brandiD’s clients.

As the founder of brandiD and MyPath101, Rachel is a true Internet pioneer who created businesses on the web before Google was established as a commercial entity in 1998, long before the phrase “personal branding” became an industry buzzword.

She’s held positions at The Wall Street Journal and DowJones.com and launched three companies besides brandiD. Her entrepreneurial spirit started young; the child of Greek immigrants and Buffalo-based entrepreneurs, Rachel grew up in the restaurant business. As a budding entrepreneur, she developed a strategy and brand identity to turn a dilapidated eatery into a hip family restaurant, which remains a popular destination today.

True to her roots, she loves to work with entrepreneurs and co-founded the Internet incubator SiliconFish.com in the late 90’s while living in Manhattan. The company was a leader in helping to establish and brand offline businesses on the web.

https://thebrandid.com/meet-the-team/rachel-gogos/

https://thebrandid.com/the-business-of-you-podcast/

Quick recapDiverse Career Paths and Skill UtilizationRachel, the founder and owner of a brand agency, discussed her diverse career path, which included stints in government, nonprofit organizations like the United Nations, and journalism at the Wall Street Journal. She expressed her gratitude for being able to use all her skills in her current role. Michael, on the other hand, shared his own career journey, highlighting the importance of the skills he acquired in various roles, including accounting and auditing. He emphasized the value of understanding the nuances of different organizations, which he believes is crucial for effective personal branding and building an online presence.Exploring Roles, Responsibilities, and Personal BrandingMichael and Rachel discussed the challenges of articulating their roles and responsibilities, with Michael expressing difficulty in explaining what he does. Rachel suggested that people often answer why they do what they do, which is more memorable and gets to the heart of a person. They also discussed personal branding, which Rachel defined as a combination of an existing reputation and the personality, values, and passions of an individual. Rachel emphasized that personal branding is not boasting, but rather sharing one's essence with others. Michael agreed, noting that storytelling is an effective way to connect with others and that he uses a conversational writing style to make his content more engaging.Enhancing Professional Connections and Online PresenceMichael and Rachel discussed the importance of connecting with others, particularly in a professional context. They emphasized the need to share personal stories and passions to create a memorable and relatable image. Rachel highlighted the significance of online presence, suggesting that people should aim to connect the dots between their past experiences and current work. Michael agreed, noting that people are more likely to engage with someone they feel they know personally. They also touched on the role of video content in enhancing online presence and the desire for people to connect with others. The conversation concluded with a discussion on the impact of the pandemic on human connection and the importance of seeking help for those struggling with feelings of loneliness.Human Connection, Values, and Authenticity in BusinessMichael and Rachel discussed the importance of human connection and personal values in business, emphasizing the need for authenticity and alignment with clients' values. They highlighted the significance of branding and values in building trust and loyalty with customers, and agreed that while differing opinions could lead to the loss of clients, it's essential to focus on commonalities and respect clients' passions. They concluded by expressing their intention to apply these insights to their own work.Authenticity, Self-Awareness, and Personal GrowthRachel and Michael discussed the importance of authenticity and self-awareness in personal and professional relationships. They emphasized the need to be genuine and not hide one's true beliefs or feelings, as this can lead to mistrust and doubt. Rachel suggested taking time to reconnect with one's true self and set personal goals, while Michael shared his practice of reflecting on his actions and decisions twice a year. They both stressed the importance of approaching challenges with curiosity and understanding, rather than self-criticism, and finding what truly brings excitement and fulfillment.Personal Growth, Self-Improvement, and Sharing MethodologiesMichael and Rachel had a discussion about personal growth, self-improvement, and the importance of taking time for oneself. Michael shared his personal experience of taking a break from work and how it helped him recharge. Rachel agreed and mentioned her own journey of self-discovery. They also discussed the potential of sharing their methodologies and frameworks with others. Rachel offered her personal brand guide as a tool for self-discovery and professional positioning. Michael expressed his appreciation for Rachel's work and promised to share the link to her podcast and personal brand guide in the show notes.Networking, Content Creation, and Global UncertaintiesMichael and Rachel discussed their personal and professional experiences, with a focus on networking, content creation, and the current global situation. Michael shared his journey of self-discovery and his shift in focus from client work to content creation, including his podcast. Rachel agreed with Michael's points and expressed her own experiences. They also discussed the uncertainties surrounding the upcoming election and global events, with Michael likening the current situation to the Cold War era.

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Meg Hays is a healthy living coach, speaker, and best-selling author who loves helping women kick anxiety to the curb and step into a life of wellness and resilience. With years of experience in health coaching and her journey with panic disorder, Meg brings a fun, faith-filled, and holistic approach to health, focusing on the powerful combination of nutrition, mindset, healthy habits, and community support.

As the founder of Meg Hays Healthy Living and the Live Well Community, Meg aims to help women ditch those anxiety-ridden days, sleepless nights, and that dreaded "stuffed sausage" feeling in their clothes. She believes that real change comes from small, simple steps and powerful mindset shifts—all within a supportive community. Through her dynamic coaching programs, engaging talks, and inspiring writing, Meg encourages women to live their healthiest, most vibrant lives by living well every day.

www.meghays.com
https://www.instagram.com/meghays72/
https://www.facebook.com/meg.hays
https://www.linkedin.com/in/meg-morgan-hays/

Book: Show Your Work: https://amzn.to/4gU7vnV

SummaryPersonal Well-Being and Professional Interests DiscussionMichael and Meg discussed their personal well-being and professional interests. Meg, a health coach and bestselling author, shared her mission to help others reduce anxiety and live healthier lives. They also discussed the benefits of online work and the increased access to services it provides. Meg mentioned her online community for women to live healthier lifestyles. The conversation was set to delve deeper into anxiety and share tips on navigating it.Addressing Global Anxiety and Personal ExperiencesMichael and Meg discussed the high levels of anxiety experienced globally, particularly in the fall of 2024. Meg shared her personal experience with anxiety, which began at the age of 8 after a bicycle accident. She described how she felt isolated and misunderstood as she struggled with panic attacks and sought help from a psychiatrist at the age of 27. Meg expressed her advocacy for raising awareness about anxiety and panic disorder, as she believes it is crucial to acknowledge these conditions and provide support for those affected.Managing Anxiety and Depression With ToolsMeg and Michael discussed their experiences with anxiety and depression and the tools they use to manage these conditions. Meg emphasized the importance of understanding the link between gut health and mental well-being and how healthier food choices can positively impact mental clarity. She also highlighted the value of setting a sleep schedule and being curious about triggers for anxiety. Michael shared his experience with therapy and the importance of grounding oneself in the present moment. Both agreed on the effectiveness of these free tools in managing anxiety and depression.Discussing Health, Food, and Adequate SleepMichael and Meg discussed maintaining good health through food choices and adequate sleep. Michael emphasized that neglecting these aspects can lead to a decline in cognitive ability, increased stress, and a weakened immune system. He shared his personal experience of a health crisis and the impact it had on his life. Meg agreed, highlighting the need for proactive measures to prevent health issues. They both stressed the importance of investing in oneself, comparing it to investing in a good product and encouraged people to make healthier choices.Improving Daily Routine and Self-AwarenessMichael discussed the importance of understanding how one spends time and making minor changes to improve one's daily routine. He shared his personal experience of wanting to do more in a day and the need to avoid burnout. Michael also touched on the importance of self-awareness, particularly about food choices and their impact on mood and energy levels. Meg agreed, emphasizing the need to consider physical and mental nourishment. Both agreed that making better choices in the present can lead to greater satisfaction and well-being in the future.Taking Control of Life and Avoiding VictimhoodMeg and Michael discussed the importance of taking control of one's life and making conscious choices to avoid a victimhood mentality. Michael shared his experience of burnout and how he approached it with curiosity, leading to a better understanding of his decisions. Meg emphasized the value of community support and encouraged people to reach out for help when needed. Both agreed that making better choices can lead to a better life and encouraged others to take the first step towards positive change.Discussing Shared Passions and Personal BackgroundsMeg and Michael discussed their shared passion for helping others and their mutual admiration for Gen Xers. Meg shared her website, MegHays.com, and encouraged listeners to connect with her on LinkedIn, Facebook, and Instagram.

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Justin Bookey is the author of Ping Pong Leadership: 18 Principles to Succeed at Any Table in Business, Sports, and Life. He’s a former lawyer, an award-winning marketing strategist, and a competitive table tennis player with medals from the US Open. He grew up in Seattle, Washington, playing a lot of ping pong in the family basement. He now lives in Santa Monica, California, and runs PongFit, a nonprofit that builds fitness and community through ping pong. He has played table tennis on seven continents.

Website: pingpongleadership.com
LinkedIn: https://www.linkedin.com/in/thebookey/

Table Tennis and Leadership PrinciplesJustin shared his passion for table tennis, which he started playing at six. He discussed how the game helped him develop leadership skills, which he later applied in his professional life as a lawyer, digital strategist, marketer, and filmmaker. Justin realized the similarities between the principles used by successful leaders in table tennis and other professions, leading him to write a book titled "Ping Pong, Leadership." He interviewed 18 leaders to exemplify these principles, called the "Pong Principles." Michael, the host, expressed his admiration for the book and its potential to inspire others.Leadership, Strategy, and Deception in SportsMichael and Justin discussed the importance of discipline, strategy, and understanding the field of leadership. They highlighted the ability of successful leaders to have a big-picture view and focus on specific matters when needed. Justin also emphasized the accessibility of ping pong, which brings together people from different backgrounds and skill levels. Using table tennis and football examples, they touched on the concept of deception in sports. Justin shared a story about Nolan Bushnell, the founder of Atari, who faced competition from larger gaming companies and intentionally mislabeled parts for his competitors. Michael agreed with Justin's account and reminisced about the excitement of Pac-man's release on Atari. Both acknowledged the strategy behind the mislabeled parts and their impact on the gaming industry. Michael and Justin also discussed the importance of continuous learning and improvement in leadership. Justin shared his favorite principle from the book, "Ready Position," which emphasizes the need to be prepared for any situation by mastering probabilities and optimizing resources.Passionate Gamer's Life and Gaming CommunityJustin discussed the life of a talented individual who was passionate about creating games since childhood. This person, who studied enigmatology, has been actively involved in the gaming community, running contests and joining clubs. Despite pursuing a career in law, his love for games never waned, and he continued to create and participate in various gaming events throughout his life. He also has the world's most extensive collection of historical gaming books, showcasing his deep reverence for the game's history. Michael agreed, describing the individual as a creator and a caretaker of gaming.Discussing Passion, Dedication, and Cultural DifferencesMichael and Justin discussed the importance of passion and dedication in one's profession, using the example of gaming. They agreed that seeing people make their talents work for them, even in challenging circumstances, can be inspiring. They also shared personal experiences, with Justin recalling his time in a large agency where he found enjoyment through playing table tennis. Michael discussed the cultural differences and challenges faced by IT professionals from various countries, highlighting the importance of connectors like table tennis in bridging cultural gaps and fostering camaraderie. He also emphasized the game's stress-reducing and calming effects, which can lead to improved mental agility and clearer thinking.

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Helping Clients Recruit & Certify Virtual Employees • Helping Clients Right Staff & Save Money • Strategic Staffing • Speaker & 4x Best Selling Author • Founder & CEO of HireSmart Virtual Employees & HireSmart Cares

https://www.linkedin.com/in/annelackey

Quick recapSummaryHire Smart Virtual Employees Business DiscussionMichael and Anne talked about Anne's business, Hire Smart Virtual Employees. The co-founder, Anne, explained that the company was born out of a need to solve labor problems for small to medium businesses. She and her husband, both serial entrepreneurs, identified a problem when a key employee unexpectedly quit during their vacation, prompting Anne to seek a more cost-effective and efficient way to hire staff. The conversation was organic and open-ended, with Michael guiding the discussion and Anne sharing her experiences and insights.Addressing Employee Departures and Workplace CultureMichael expressed his frustration over an employee's decision to leave the organization during his boss's first vacation in seven years. He emphasized that such actions can negatively impact the perception of workplace culture and the credibility of employees who genuinely experience toxic work environments. Michael also highlighted the importance of considering the timing of significant decisions, as they can significantly impact the organization's reputation and employee morale.Virtual Employee Service Benefits and PersonalizationMichael and Anne discussed the benefits of their virtual employee service, Hire Smart Virtual Employees. They highlighted the cost-effectiveness of hiring multiple virtual employees for the price of one US employee, allowing businesses to build a bench of talent. Anne emphasized the personalized approach of their service, recruiting the best talent for each client and ensuring their virtual employees embody the client's culture and values. She also noted that their service supports US workers, leading to a better work culture and reduced stress. Michael agreed, stating that their service solves a real problem for organizations by providing business continuity and allowing employees to take vacations without worrying about work getting done.Virtual Employees and Business Growth StrategiesAnne and Michael discussed the benefits of hiring virtual employees for businesses, emphasizing the importance of creating a supportive work environment and reducing burnout. Anne shared her experience of having a long-term virtual employee and the positive impact on her business. They also discussed the importance of holistically building relationships and taking care of employees. Michael agreed, highlighting the need for companies to hire before they're ready and the value of having an "all-stars" team. They concluded by emphasizing the need for businesses to recognize their limitations and delegate tasks effectively to maintain productivity and growth.Remote Work Challenges and Productivity StrategiesMichael and Anne discussed the challenges of remote work and management. Michael emphasized the importance of productivity and avoiding frustration by outsourcing tasks that others could do more efficiently. Anne agreed that remote workers should be treated similarly to in-office employees, with clear communication and expectations. She also highlighted the benefits of using technology for training and recording sessions and the importance of cultivating a communication culture in remote work environments.Managing Remote Staff and Onboarding StrategiesAnne emphasized the importance of clear expectations and quantitative measures in managing remote staff. She suggested setting specific goals and tasks for each role can help self-select employees meet expectations or seek help. Anne also highlighted the significance of onboarding in retaining employees, citing a statistic that employees who receive proper onboarding are more likely to stay longer than a year. Michael shared a real-life example of a company's poor onboarding process leading to an employee's departure, further emphasizing the importance of effective onboarding and communication in employee retention.Investing in Employees for Organizational SuccessMichael and Anne discussed the importance of setting employees up for success, particularly in entrepreneurial settings. They emphasized the value of investing in people to achieve organizational goals and the need for diverse experiences and perspectives within a team. Anne offered to help CEOs identify tasks they should not be doing, suggesting they could be delegated to others to free up their time for more productive activities.

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Jon Bassford is an operations professional and entrepreneur driven by his Curiosity! Curiosity is his superpower, driving his personal and professional advancement. After law school, Jon put this curiosity into launching, managing, and improving operations for venture-backed startups to global nonprofits with impact! For Jon, there is nothing that curiosity Curiosity. Today, Jon is known for his curiosity-driven leadership, helping organizations and individuals innovate, change, and grow by adopting Curiosity as their curiosity.

https://www.instagram.com/jon_bassford/
https://www.linkedin.com/in/jonbassford/
https://www.youtube.com/@JonBassford

Curiosity's Role in Career Growth and BurnoutJon and Michael discussed their career paths and the role of curiosity in their curiosity; those who have worked in operations for nonprofits and startups identified curiosity as their Curiosity. He reflected on how his inquisitiveness has shaped his career and personal growth. Michael shared his experience of burnout and how approaching it with curiosity helped him rediscover curiosity, which was essential to him. Both agreed that curiosity is valuable for personal and professional growth.Curiosity and Openness in Personal and Professional LifeMichael and Jon discussed the importance of curiosity in both personal and professional life. They emphasized that adopting a curious mindset can lead to insights and clarity and potentially diffuse the bombastic nature of current world issues. They also acknowledged that ego often gets in the way of being open to new ideas and perspectives. Jon agreed with Michael's points, suggesting that being open to new ways of thinking could change the world.Addressing High Turnover Rates and Employee RetentionMichael discussed his approach to understanding and addressing high organizational turnover rates. He asked employees why they were leaving and used their feedback to implement changes. This approach created trust, and the organization's turnover rate decreased. Michael emphasized the importance of personal growth and approaching problems with curiosity. He also noted that the organization was recruiting employees and even turning away applicants due to a lack of open positions.Creating a Culture of Innovation and Psychological SafetyJon and Michael discussed the importance of creating a culture of innovation and psychological safety in organizations. Jon emphasized that leaders must change their mindset to allow for questioning and change, citing Google's Aristotle project as an example. Michael agreed, sharing his experiences with government entities where a lack of psychological safety stifled innovation and led to negative consequences. Both agreed that individuals should not be passive and speak up when they see something amiss, which is crucial for growth and change.Fostering Innovation and Psychological SafetyJon and Michael discussed the importance of innovation and psychological safety in organizations. Jon shared his experience with a cutting-edge organization that was not as innovative as it thought due to a culture of fear and lack of psychological safety. Michael shared a similar experience with an organization where the owner consistently dismissed an employee's suggestions for improvement. Both agreed that a more open-minded and flexible approach would lead to better outcomes and growth. They concluded that organizations must encourage curiosity and step outside their comfort zones to foster innovation and curiosity.Fostering Curiosity and Innovation in the WorkplaceJon and Michael discussed the importance of a curious culture in the workplace, particularly in fostering innovation and growth. They emphasized the need for psychological safety, where employees feel comfortable sharing their ideas without fear of judgment or criticism. Jon shared his approach to hiring new employees, encouraging them to share their thoughts and ideas, and highlighted the value of bringing in external consultants with fresh perspectives. Michael agreed, noting that organizations that promote curiosity and openness thrive in challenging times. They concluded the curiosity by discussing how others can learn more about Jon's consulting services and brand website.

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Lori Saitz is the leading authority on improving productivity and engagement through workplace well-being. She is the founder of the Zen Leadership Program for Results-Focused Professionals. With a comprehensive background in wellness and communication strategies, Lori helps executives create focused, resilient, and collaborative teams that can move projects forward with less stress and drama.

You can also listen to Lori on her own podcast, Fine is a 4-Letter Word, where she engages guests in conversations about how they've grown from a time in their lives when things were decidedly NOT fine.

Lori is currently living a nomad life while cat-sitting in states across the southeast U.S. You can often find her in the weight room at the gym. She also loves cupcakes, Thai food, and classic rock music.

LinkedIn: https://www.linkedin.com/in/lorisaitz/
Instagram: https://www.instagram.com/zen_rabbit/
Facebook personal: https://www.facebook.com/LoriSaitz/
Facebook business: https://www.facebook.com/ZenRabbit
Twitter: https://twitter.com/zenrabbit

Quick recapCreating Positive Work Environments for GrowthLori, an employee well-being expert, discussed the importance of creating a positive work environment to foster creativity and retention. She shared her personal journey of starting her first business, The Gratitude Cookie, in 2003, which aimed at promoting gratitude in businesses. Michael agreed on the significance of this approach and shared his contrasting experiences of donating to two different organizations, highlighting the positive impact of a positive work environment on organizational growth and employee satisfaction.Employee Experience, Gratitude, and Business SuccessMichael and Lori discussed the significance of employee experience, shifting from viewing employees as resources to valuing them as individuals. They emphasized the benefits of gratitude on productivity, health, and overall business success, citing a study from the University of Pennsylvania. Michael shared his experience of transforming a toxic healthcare clinic into a thriving environment by focusing on gratitude and specific acknowledgments, leading to increased patient outcomes and reduced turnover. Lori agreed, highlighting the importance of specific gratitude and its impact on retention, engagement, and overall well-being, as well as its benefits on physical health, creativity, and relationships. Both agreed on the importance of creating a supportive environment for employees to thrive.Gratitude, Self-Improvement, and Bipartisan ValuesLori and Michael discussed the importance of gratitude in personal and professional life. They proposed an exercise called "I'm grateful for" to help people become more naturally grateful. They also discussed a situation where Michael had to provide guidance to a client despite feeling frustrated, and agreed that ultimately, the client's decision was their choice. They emphasized the need to focus on gratitude and its positive effects on mental well-being. Michael shared his personal practice of expressing gratitude upon waking up, which he believes helps in creating new patterns of thought and reducing stress. They concluded by agreeing on the value of gratitude and self-improvement, suggesting these are bipartisan values.Driving Advancements Through Simple PracticesMichael and Lori discussed the value in facing challenges to drive technological advancements. Lori shared her "Staying Calm in Chaos" program, which teaches simple practices like expressing gratitude, setting intentions, and deep breathing. She noted people often underestimate the impact of such easy techniques. Michael agreed these practices are straightforward yet easy to neglect.Embracing Gratitude and Mindset ShiftsLori and Michael discussed the importance of changing one's perspective and embracing gratitude. Michael shared his personal experience of making a mindset shift 15 years ago, which has significantly impacted his life. Lori, who runs a company called Zen Rabbit, emphasized the significance of gratitude in personal and professional life. They ended the conversation by discussing how people can find out more about Lori's work and her company.

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A visionary and growth-focused marketing strategist, I am Tracy A. Wehringer, a leader with a proven track record in spearheading revenue-generating marketing initiatives across global B2B landscapes. My expertise lies in crafting marketing centers of excellence, underpinned by a comprehensive understanding of diverse marketing disciplines and robust business development strategies. With a flair for strong executive leadership, I excel in communication and thrive in environments that demand revenue acceleration and cost containment. My approach is always strategic, data-driven, and customer-centric, ensuring that every marketing effort aligns with the broader business objectives for sustainable growth.

My journey is marked by solving complex challenges and turning marketing into a powerhouse for sustainable growth.

What I Solve:
•Tech Integration Challenges: Navigating the complex maze of integrating technologies like Salesforce, Pardot, and Five9. My approach led to a staggering 79.16% increase in net-new revenue, showcasing my ability to blend technology seamlessly for revenue growth.
•Customer Retention Hurdles: Overcoming the prevalent issue of customer churn. I've implemented strategic communication automation in Salesforce, achieving an impressive 93% retention rate, far above industry norms.
•Data Utilization and Optimization: Transforming underutilized data into a goldmine. I spearheaded a data enhancement initiative, increasing targeted data accuracy and volume by over 62%, and propelled marketing qualified leads by 67%.
•Sales Funnel Inefficiencies: Revamping and streamlining the sales process. My strategies have drastically cut down the sales funnel duration, from an average of 6.3 months to just 1.7 months, optimizing sales efficiency and effectiveness.
•ROI and Cost Challenges: Delivering a monumental Marketing Return on Investment (MROI) of 597% and playing a crucial role in a Six Sigma quality team, I’ve driven cost savings exceeding $24 million, showcasing my ability to balance quality and cost efficiency.

My Vision:
To redefine marketing as a critical revenue driver, not just a cost center. I focus on aligning every marketing initiative with the broader business objectives, ensuring strategic, data-driven, and customer-centric approaches for long-term growth.

https://www.linkedin.com/in/tracyawehringer/

https://moonshot-strategy.com/

Quick recapSummaryMarketing Challenges for Solopreneurs and EntrepreneursMichael and Tracy discussed the challenges of marketing and growth for solopreneurs and new entrepreneurs. Tracy, the founder of Moonshot Strategy, shared her experiences and goals, emphasizing her focus on driving growth and connecting with the right audience. Michael, who initially had an accounting career, expressed regret for not paying more attention to marketing earlier in his life. The conversation was intended to be a casual discussion, with the aim of sharing insights and experiences.Entrepreneurial Marketing and Sales ChallengesTracy and Michael discussed the challenges faced by entrepreneurs in marketing and sales. Tracy shared her approach to helping clients, which includes an advisory session to understand their goals, challenges, and strategies. She also emphasized the importance of understanding the client's vision for the future, their business model, and their relationship with Wall Street. Tracy further explained her process of analyzing the client's data, tech stack, customer definition, and talent mix to provide a comprehensive view of their current situation. Michael acknowledged the importance of Tracy's work and the challenges entrepreneurs face in marketing and sales.Marketing and Sales Alignment for Organizational GrowthTracy and Michael discussed the importance of marketing and sales in organizational growth and success. Tracy emphasized the need for a complete understanding of an organization's current state and future goals, and the importance of aligning marketing efforts with key performance indicators (KPIs) that reflect the organization's vision. She also highlighted the significance of having financial conversations with the CFO or CPO to provide a true return on investment for marketing efforts. Michael agreed, noting that many organizations struggle with understanding marketing and sales, and that bringing in expertise can help organizations reach their goals. They both agreed that understanding the organization's KPIs and having financial conversations are crucial for success.Understanding Customer Needs and Building TrustMichael emphasized the importance of understanding and meeting customer needs, whether it's a board of directors, shareholders, or individual customers. He stressed the need for trust and confidence in delivering what customers want, which can lead to positive outcomes and customer loyalty. Michael also highlighted the role of storytelling in sales and marketing, connecting potential customers with their desired future. He further discussed the importance of creating a positive work environment for employees, which can lead to organizational success. Lastly, he shared the advice of Michael to make one's own economy, understanding external forces but focusing on creating one's own environment.Building Trust and Relationships for Lifetime ValueMichael and Tracy discussed the importance of building trust and relationships with customers to increase lifetime value. They emphasized the need for effective marketing and sales strategies, as well as a focus on customer onboarding and satisfaction. Tracy highlighted the significance of customer amplification, where customers promote the brand through testimonials, case studies, and speaking engagements. Both agreed that having customers do the marketing and sales work has more weight and is the ultimate goal.Sharing Positive Experiences and TestimonialsMichael discussed the importance of sharing positive experiences with others, using the example of a colleague named Tracy who helped him achieve impressive results. He emphasized the value of testimonials and personal experiences in promoting a product or service. Michael also shared his own experience of taking a local tourist tour in his city, which led him to discover new things about his surroundings. He concluded by highlighting the benefits of such experiences, including learning something new and spending time with other people.Focusing on Customer Experience and FeedbackMichael and Tracy discussed the importance of focusing on customer experience to transform an organization. They agreed on the value of customer councils, where customers can provide insights and suggestions for improvements. Michael shared his experience with patient advisory councils in healthcare clinics, highlighting the positive impact of implementing customer suggestions. Tracy emphasized the significance of understanding customer needs beyond surveys and the potential for customer councils to enhance lifetime value. Both agreed on the importance of making customers feel heard and valued, leading to a sense of ownership and improved experiences.Identifying Areas to Stop Doing in BusinessTracy and Michael discussed the importance of identifying areas to stop doing in business, particularly in relation to quarterly business reviews. They emphasized the need for effective communication and change management when making such decisions. Tracy shared her experience with a merger and acquisition, highlighting the importance of retaining talent. Michael agreed, noting that communication is key in all aspects of life. The conversation ended with Tracy sharing her contact details and offering her newsletter for further information.

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Rachel Lyubovitzky is an accomplished serial entrepreneur, senior executive, published author, and investor passionate about innovation, effective strategy, and successful execution. She founded four B2B technology companies with her partners, powered by a mission to leverage technology to make people’s lives easier and more fulfilling. The latest venture, Setuply, aims to modernize the customer onboarding experience for companies, empowering clients to experience the benefits of digital adoption faster. Lyubovitzky graduated from the Wharton Executive MBA program and earned her Master of Arts degree in Computer Science from Brandeis University. She is an avid traveler and has visited over sixty countries.

LinkedIn: https://www.linkedin.com/in/rlyubovitzky/

Website: https://www.setuply.com/

B2B Enterprise Tech Opportunities and OnboardingRachel, a serial entrepreneur, discussed her focus on the B2B enterprise tech spaces, where she believes the biggest opportunities lie. She emphasized the importance of customer onboarding, particularly in complex sectors like human capital management, recruiting, and fintech. Rachel highlighted the need for efficient onboarding processes to ensure clients experience value quickly and to prevent overwhelming onboarding teams. Michael agreed, stressing the importance of a good onboarding experience for both candidates and customers, as it impacts retention and quality work.Customer Experience and Business TransactionsMichael and Rachel discussed the importance of customer experience in business. Michael emphasized that a positive experience leaves a lasting impression on customers, leading to loyalty and repeat business. He also noted that many organizations focus on the transaction rather than the experience, potentially leaving money on the table. Rachel agreed, highlighting that the perception of onboarding as a transactional process can be limiting. Both agreed that organizations should prioritize creating a memorable experience for their customers.Enhancing Client Experience and Team ContinuityRachel emphasized the importance of a positive initial client experience, likening it to a hotel stay. She stressed the need for continuity between the sales process and the client success phase, ensuring that client expectations are met. Rachel also highlighted the need to assess the workload and tools of the team delivering the experience. Michael agreed, adding that clarity in communication is crucial for both internal staff and customers. He used a personal hotel experience to illustrate how a positive interaction can enhance the overall experience.Encouraging Collaboration and Open CommunicationMichael and Rachel discussed the importance of slowing down and taking a step back to improve the experience and efficiency of their team. Rachel emphasized the need for leadership to actively encourage collaboration and empower team members to share their ideas. Michael shared a recent experience where a key individual's ideas were rejected by the organization's owner, which could potentially lead to the individual checking out or leaving. Both agreed that a more open and receptive approach to new ideas would benefit the team and organization.Customer Feedback and Product DevelopmentMichael and Rachel discussed the importance of customer feedback in improving experiences and driving product development. Rachel emphasized the role of customers as key stakeholders in their product's mission and vision, and how their feedback is crucial for delivering satisfactory experiences. She also highlighted the importance of understanding customers' goals and expectations early on and continuously seeking their input. Michael agreed, suggesting the use of lean methodologies to identify areas for improvement based on customer experiences.Concerns on AI Product Longevity and SustainabilityMichael expressed his concerns about the longevity of certain AI-driven products and services, drawing on his experience in the tech industry. He compared the current AI landscape to the startup era of the.com era, where companies rapidly added features and services. Michael also shared his skepticism about the sustainability of these companies, suggesting that only a few would thrive. Despite his concerns, he acknowledged the fun and excitement of working with these new technologies. Rachel, however, did not share her thoughts on the matter.AI, ML, and Machine Learning Automation PotentialRachel discussed the increasing availability and potential of AI, ML, and machine learning technologies to automate manual tasks and enhance personal and professional lives. She expressed optimism about these technologies enabling more meaningful interactions and improving outcomes in various sectors, including healthcare. Michael agreed, emphasizing the potential for AI to streamline administrative tasks and allow for more human interaction. Rachel was asked to share more about her work, but no further details were provided in the transcript.Upcoming Conference in Boston: Onboarding and Customer ExperienceRachel and Michael discussed the upcoming conference in Boston, focusing on onboarding and customer onboarding. Rachel encouraged attendees to visit their website, setuply.com, for more information.

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Erin Mac is an Executive coach who helps stressed-out executives & entrepreneurs excel in their current or next role, unlock their full potential, and enjoy their journey to professional success.

Erin has over 6+ years of experience as an executive coach, helping stressed-out entrepreneurs and executives unlock their full potential, and 10+ years of experience teaching and creating curricula for seminars and courses on various topics, including relationships, communication, and entrepreneurship.

She has been an entrepreneur for over 24 years and has 16+ years in business consulting. Erin became a coach because she was a stressed-out leader who overcame her anxiety disorder. She now teaches leaders how to overcome and prevent stress and find purpose, meaning, and fulfillment in all they do.

www.erin-mac.comInstagram: https://www.instagram.com/erinmaccoaching/LinkedIn: https://www.linkedin.com/in/erin-mac-600b86178/YouTube: https://www.youtube.com/channel/UCi6W7xVZXGk9ryLfOFJOGiw/videos

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I want to share my journey of discovering a new career in my 60s, which led me to a community filled with warmth and compassion, where the joy of making art binds us. This experience has shown me how creativity can be a powerful path to mindfulness and inner peace. I’m excited to share the beauty and serenity it has brought into my life.

https://www.glassartscollective.com/

https://www.instagram.com/glassartscollective

https://www.facebook.com/glassartscollective

https://www.youtube.com/@glassartscollective

https://www.linkedin.com/in/nancymarks/

Transitioning From Corporate to Glass Art StudioMichael and Nancy discussed Nancy's transition from a corporate career to running a glass art studio. Nancy shared her experience of stress and burnout in the corporate world, attributing it to her logical thinking style and the inability to find a creative outlet. She mentioned working for big names like IBM, Toshiba, Sony Pictures, and ABC. Nancy emphasized the importance of asking questions and seeking improvements in the workplace. She also expressed regret for not finding her creative sanctuary earlier in life. Michael encouraged Nancy to continue pursuing her passion for glass art and acknowledged the positive impact of creativity on mental health.Exploring Career Changes and Personal GrowthMichael and Nancy discussed their career changes and the importance of self-reflection and exploration. Michael, who initially pursued a career in public accounting, shared his realization that he needed a change. Nancy, who initially believed she lacked creativity, discovered her passion for working with fuse glass. Both emphasized the importance of giving oneself permission to change directions and explore new interests. They also discussed the process of working with fuse glass, which involves breaking glass and stacking pieces in a kiln at a temperature of 1,500 degrees.Embracing Imperfections in Glass Art and TeachingNancy shared her passion for glass art, emphasizing the importance of embracing imperfections and respecting the material. She described her teaching approach as helping people understand the beauty in uniqueness and the joy of creating one-of-a-kind pieces. Michael appreciated Nancy's perspective and shared his own thoughts on the importance of focusing on dreams rather than worries. He also expressed his growing appreciation for the arts, mentioning his love for music and his interest in visiting art studios and museums.Exploring Art, Stories, and Singular FocusMichael shared his perspective on art and the stories it tells, emphasizing the importance of understanding the choices and reasoning behind a piece. He used the example of a sculpture by Picasso to illustrate this point. Michael also shared a personal story about a paper mache bottle he made in 6th grade, which his mother kept and his brother now has. He reflected on the process of creating the bottle, highlighting the singular focus required for such tasks. Nancy agreed, noting the benefits of single focus and the decline of multitasking as a valuable skill.Exploring Paper Mache and Stress ReliefMichael and Nancy discussed their past experiences with paper mache and the potential for future projects. Michael expressed interest in trying the project again, possibly with his wife, and suggested adding more color to the project. Nancy shared her stress-relieving experiences at her studio, where she focuses on her work and decompresses. She also mentioned the occasional breakage of glass in the kilns, but reassured that the broken glass is often reused to create something new. The conversation ended with Michael drawing parallels between the creation of byproducts in cost accounting and the potential for scraps to create something magical.Exploring Art Therapy and Creative OutletsMichael and Nancy discussed the therapeutic benefits of creating art, such as reduced stress and improved perspective. Nancy shared how customers are amazed by their creations, even if they claim to lack creativity initially. Michael suggested that being creative leads to clarity in other aspects of life. Nancy recommended finding simple creative outlets like doodling or gardening to boost well-being and happiness. They emphasized that engaging in creative activities can positively impact one's mindset and understanding of others.Fused Glass Artist's Work and PromotionMichael and Nancy had a lively conversation about Nancy's work as a fused glass artist. Nancy shared her website, gift shop, and social media handles, encouraging everyone to visit and support her unique, handmade art.

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Jillian Lavender and Michael Miller are two of the world's most experienced teachers of Vedic Meditation. Co-founders of London and New York Meditation Centers have taught thousands of people to transform their lives. Their work has taken them to seven continents (including Antarctica) — teaching private clients in group settings and with fashion, tech, and finance companies. Jillian’s first book, Why Meditate? Because It Works. has been featured in The Guardian, The Times, and Vogue. Michael hosts the Speaking of Meditation podcast with guests, including functional medicine pioneer Dr Frank Lipman and Zoe app founder Tim Spector.

Jillian and Michael come from corporate careers—Jillian is the CEO of a global publishing company based in Paris, and Michael is an executive in the entertainment industry in LA. They recognized immediate improvements when they learned Vedic Meditation and were inspired to share this knowledge. They met in India in 2005 and have been working and teaching together.

Instagram: @newyorkmeditationcenter @londonmeditationcentre @jillianlavender @miller_ji
Websites: https://newyorkmeditationcenter.com, https://www.londonmeditationcentre.com

Book: Why Meditate? Because It Works

Summary

Exploring Meditation and Its Benefits

Michael and Michael Miller had a conversation about meditation and its benefits. Michael Miller mentioned her partner's book, "Why Meditate? Because it works," and her podcast, "Speaking of Meditation," which she believes could be helpful for people looking to understand the potential impact of meditation. Michael agreed, noting that people often look for a quick fix, but sometimes it's easier than they think. They decided to record the conversation for future reference. Michael Miller also mentioned her work as a co-founder of the London and New York Meditation Center.

Exploring Vedic Meditation and Mindfulness

Michael Miller discussed the technique of Vedic Meditation, which has been practiced for thousands of years and involves quieting the mind and resting the body. Miller mentioned that this technique is taught to people from all walks of life, including high performers who understand the power of their mind and focus. Michael agreed on the importance of meditation, especially in managing stress and burnout, and expressed interest in the technique. He also shared his observation that people often take things personally. Michael Miller responded by discussing the importance of maintaining a clear signal amidst the noise in the mind and being present to detect what's happening.

Exploring Meditation's Benefits and Mental Focus

Michael Miller and Michael discussed the benefits of meditation, particularly its ability to enhance perceptual capability, reduce reactivity, and provide a sense of grace. Michael Miller emphasized that meditation allows individuals to be more present and available to others and to respond to situations more thoughtfully. Michael shared his experience with noise cancellation on his ear pods, likening it to a moment of silence amidst the world's noise. He also referenced a scene from a movie where a baseball pitcher, Kevin Costner, quiets himself down to focus solely on the game, illustrating the importance of mental focus.

Self-love, Meditation, and Inner Stability

Michael and Michael Miller discussed the importance of self-love and self-acceptance in achieving inner stability and calmness. Michael Miller used the metaphor of a wave on the ocean to illustrate how meditation can help individuals connect with their true selves beyond external achievements and material possessions. He emphasized the value of tapping into inner quiet and stability to navigate the outside world more effectively. Michael agreed, noting that this ability is crucial for elite athletes to continue thriving and winning.

Michael Miller's Book Meditation Guide and Writing Process

Michael and Michael Miller discussed Michael Miller's book, "Why Meditate? Because it Works". Michael Miller explained that the book came to fruition before the Covid lockdowns and was written to provide a comprehensive guide to meditation, as the technique requires a personal, in-person experience. The book aims to dispel misconceptions about meditation, such as its complexity or challenge. Michael Miller shared her disciplined writing process, which involved meditating at 5 am and writing for 6 hours daily. The book has resonated with people, mainly those interested in meditation but who have yet to attend in-person sessions.

Meditation vs Running: Mental and Physical Benefits

Michael Miller discussed the differences between meditation and running as mental and physical exercise forms. Miller explained that running can lead to a quieter mind due to the body's fight or flight response, and meditation induces a settled mental state with optimal brain functioning for creative insight. Michael Miller emphasized that meditation can lead to deep rest, improved brain functioning, and greater creativity. It can also help manage energy levels and reduce reliance on caffeine. Miller also mentioned that meditation can enhance the quality of sleep. Michael agreed with Miller's points, noting that once one experiences the benefits of meditation, one tends to seek it out again.

Discussing Meditation's Impact and Benefits

Michael and Michael Miller discussed the benefits of meditation and its impact on individuals. Michael Miller shared her podcast, "Speaking of Meditation," which features interviews with various individuals who have experienced the transformative power of meditation. Michael expressed his appreciation for the stories shared on the podcast, particularly those involving individuals who have found change through meditation, such as those in prison. He emphasized the potential of meditation to provide different perspectives and promote personal growth.

Overcoming Burnout and the Power of Meditation

Michael shared his experience overcoming burnout in 2009, emphasizing the importance of curiosity and avoiding self-judgment. He highlighted the benefits of meditation for improving relationships, productivity, and well-being. Michael Miller agreed on the benefits of meditation and stressed the importance of self-care and personal balance for positively impacting society. Miller argued that being happy and generous can contribute to a more peaceful world and urged individuals to take responsibility for their well-being.

Exploring Meditation Benefits and Resources

Michael Miller and Michael discussed the benefits of meditation and its potential to improve people's lives. Michael Miller offered resources for learning meditation, including the London and New York Meditation Centers' websites

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Quick recapMichael and William discussed Williams’s unconventional approach to investing, emphasizing freedom of thought and unique perspectives. They also discussed various investment opportunities and market trends, focusing on the potential in the marijuana and cannabis industry, offshore drillers, and the global economic landscape. The conversation also touched on the importance of more profound research into investments, the potential of embracing new technologies and markets, and the benefits of investing in their respective organizations. William's Unconventional Investing ApproachMichael and William discussed Williams's unconventional approach to investing, which emphasizes freedom of thought and unique perspectives. They agreed on the conversational format of their chat, lasting around 20-25 minutes. Michael mentioned including relevant links in the show notes. The recording then began with Michael inviting William to elaborate on his successful investing business.Nutstock Initiative: Active Equity Investment StrategyWilliam, a seasoned equity investor with a background in multi-strategy hedge funds and family offices, shared his vision for Nutstock, an initiative that has been running for five years. He expressed his desire to bridge the gap between macro geopolitics and stock selection investment thematics, which led to the development of a team of four to five people. They aim to identify exciting opportunities and publish their findings twice to three times a week, with a total fund published every Monday. William emphasized his preference for active equity fund management rather than simply reflecting the index, which he found challenging throughout his career.Investment Opportunities and Market Trends Discussionwilliam’s and Michael discussed various investment opportunities and market trends. William highlighted the potential in the marijuana and cannabis industry, particularly in companies with economies of scale and low debt. He also mentioned offshore drillers as another area of interest, noting that they could benefit from favorable real and strong day rates. Michael emphasized the importance of researching and not expecting overnight success. The conversation also touched on the geopolitical landscape and its impact on investments. William suggested that life is becoming more like a Netflix series, making it more exciting and unpredictable.Global Economic Landscape and Investing StrategiesWilliam discussed his views on the global economic landscape, emphasizing the dominance of Western economies, particularly the US, and the potential for a shift in power to other regions. He criticized the US for its debt and demographic issues and suggested that the rest of the world is now catching up with US technology. William also expressed his belief in questioning and challenging conventional wisdom and his approach to investing, which involves identifying undervalued or underloved companies with growth potential. He mentioned his interest in extraordinary situation stories and small/microcap companies, which he believes could benefit from market catalysts.Mainstream Media Critique and Investment StrategiesMichael and William discussed the superficiality of mainstream media and the need for deeper research into investments. They highlighted the importance of understanding the big picture and the potential impact of events on various industries. Williams expressed his interest in engaging high-net-worth individuals and those intellectually interested in markets and geopolitics. He also discussed the potential of cryptocurrencies, suggesting that if not banned, their market cap could significantly increase. Both agreed on the need for more in-depth analysis and understanding of investments.Exploring New Technologies and Investment OpportunitiesWilliam discussed the potential of embracing new technologies and markets, particularly in tokenization and blockchain. He suggested that young people could consider alternative investment opportunities beyond traditional stocks, such as those offered by companies like Airbnb and Uber. William also emphasized the importance of seeking higher returns, noting that a 7% annual return, including dividends, is a significant achievement over 100 years. He highlighted the potential benefits of this return for young people who may not be able to afford a house or own a car.Discussing Strategic Risks and Investment OpportunitiesWilliam discussed the importance of taking calculated risks and seeking opportunities for significant returns. He emphasized the need to understand the underlying themes and trends in various industries, such as AI and digital assets, and how they intersect with geopolitics and socio-economic factors. William also highlighted the importance of considering the needs and aspirations of different demographics and how they impact investment decisions. He suggested that investors should not shy away from often overlooked sectors, such as fossil fuels, and should respect the value of companies that generate strong cash flows and buy back their stock. Michael agreed with william’s's perspective, noting the importance of understanding the bigger picture and how different industries are interconnected.Energy Infrastructure, Tokenization, and Sustainable SolutionsWilliams and Michael discussed the future of energy and the role of fossil fuels. Williams emphasized the need for investment in the current energy infrastructure, likening it to a bridge that must be maintained to reach a cleaner energy future. He also highlighted the potential of tokenization in the energy sector, drawing parallels with the success of Tether in the financial industry. Michael agreed, noting the ongoing shift towards hybrid vehicles and the continued demand for gasoline-powered cars. Both agreed that technological advancements and the need for sustainable solutions will shape the future of energy.Investing in Organizations and Nutstuff OverviewMichael and William discussed the benefits of investing in their respective organizations. William shared details about his organization, Nutstuff, including its website (www.nutstuff.co.uk), social media presence, and subscription options. He emphasized the importance of celebrating successes and learning from failures.

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Diane Strand is an award-winning serial entrepreneur, marketer, speaker, and coach who helps entrepreneurs turn their creative passions into profitable businesses — as she did with her own business, JDS Productions, a seven-figure media company creating engaging video content for organizations, people, and products.

In 2024, she released the mindset-leadership book Creativ-Preneur, which details critical entrepreneurial steps such as creating a business concept, establishing your entity, working through challenges to level up, and leveraging your money and marketing for success.

With her experience working on the production team for famous shows and organizations such as General Hospital, Friends, and The Walt Disney Company, Diane co-founded the JDS Actors Studio, which has launched 100+ mainstream actors and producers such as Corrine Massiah and Sierra Swartz.

Diane also co-founded the non-profit organization JDS Creative Academy, which works with mainstream, foster, and at-risk youth and special needs adults to provide career-pathway opportunities in visual, performing, and digital arts.

She has won many awards, including 10 Telly Awards, 7 Communicator Awards, 2 Anthem Awards, Standout Business (San Diego and Riverside Counties), and the 2021 Non-Profit of the Year by the Temecula Valley Chamber of Commerce.

On your podcast, Diane would be excited to discuss:

How to turn your creative passion into a profitable business.
How to successfully leverage money and marketing as an entrepreneur.
How can I lead as a woman in business and lift other women?
How to collaborate and create compelling marketing videos for consumer audiences.
Creating an inclusive workforce for marginalized groups and special needs adults.

To get a feel for Diane, check out her appearance on The Thoughtful Entrepreneur podcast, where she talks about turning her passion into a profitable enterprise.

Website: https://jds-productions.com/
LinkedIn Profile: http://www.linkedin.com/in/dianestrand
Facebook Page - JDS, Inc. http://www.facebook.com/JDSProductions
Facebook Page - JDS Actors Studio https://www.facebook.com/JDSActorsStudio
Facebook Page - JDS Creative Academy https://www.facebook.com/JDSCreativeAcademy
Check out our YouTube Channel http://www.youtube.com/user/JDSVideoProductions

SummaryExploring Diane's Diverse Roles and AccomplishmentsDiane and Michael had a casual conversation, with Diane sharing her various roles and accomplishments, including her work as a serial entrepreneur, executive producer, bestselling author, speaker, and nonprofit founder. Michael expressed his admiration for Diane's background and experiences, and they agreed to delve deeper into her work during their conversation. Diane also mentioned her involvement in festivals, teaching, and her work with adults with developmental disabilities, which led to her involvement in TV shows, radio shows, and podcasts. Michael indicated that he would not delve too deeply into Diane's past work in general hospital or Disney, but acknowledged the importance of her experiences in shaping her current endeavors.Creativity and Entrepreneurship in BusinessDiane and Michael discussed the importance of creativity in business and entrepreneurship. Diane, with her background in Disney and General Hospital, emphasized the need for creatives to stay at the forefront of their businesses. She also mentioned her work with entrepreneurs and creatives to help them launch and scale their businesses. Michael agreed, highlighting the importance of remembering one's past accomplishments and experiences, and approaching challenges with a childlike curiosity. He also mentioned his work in the burnout space, reminding people to remember who they are and where they've come from. The conversation concluded with the importance of creativity and curiosity in business and personal growth.Embracing Challenges for Personal Growth and SuccessDiane and Michael discussed the importance of stepping out of one's comfort zone and embracing challenges for personal growth and success. Diane emphasized the need to trust oneself, follow through on commitments, and not let fear hold one back. She also shared her acronym for 'dream' which stands for direction, realization, evaluation, action, and momentum. Michael agreed, highlighting the importance of being present and taking one step at a time, rather than overplanning. Both agreed that pivoting and adapting to changing circumstances is essential for success. They concluded by encouraging each other to find new experiences and challenges to continue growing and achieving their goals.Embracing Gratitude, Growth, and Resilience in LifeMichael and Diane discussed the importance of gratitude, growth opportunities, and resilience in the face of challenges. They emphasized the value of creativity, determination, and collaboration, drawing parallels with their experiences in the arts and business. Diane shared her journey from dyslexia to a successful career, highlighting the importance of living in the moment and taking each step with gratitude. Michael agreed, noting that these experiences can lead to a contagious desire to create and grow. They also touched on the unpredictability of life, using the example of a last-minute speaker cancellation, and the need to adapt and exceed expectations.Discussing Approaches to Value and CreativityMichael and Diane discussed their respective approaches to providing value and creativity in their work. Michael emphasized the importance of self-accountability and striving to give the best possible service. Diane shared her focus on building personal and business brands, and the importance of creativity in marketing and storytelling. They also touched on Diane's experiences in the entertainment industry, including her transition from acting to writing, producing, and directing. The conversation concluded with the importance of being in the game to win, as emphasized by Michael.Embracing Change and Pursuing Personal GrowthMichael and Diane discussed the importance of self-discovery and adaptation in life. Michael shared his experience of transitioning from acting to writing and directing, highlighting the importance of following one's passion and not being afraid to pivot when necessary. Diane agreed, emphasizing the need to live in the moment and celebrate small wins, as these contribute to achieving bigger goals. Both agreed that trying new things and sparking creativity can lead to personal and professional growth.Exploring Social Media and Creative BusinessDiane shared her various social media platforms and her business, Jds, which includes video production, actor studio, and the nonprofit Creative Academy. She emphasized her goal of moving the arts across America and helping creatives and businesses alike. Diane also mentioned her co-hosted TV show, "Spirit of Innovation Arts Across America," which is available on various streaming platforms.

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Quick recapSummaryCEO and Michael's Conversational MeetingMichael and Rasmus discussed their work and expectations for the meeting. Rasmus, the CEO of Sensai, a global Human Success Company, expressed his readiness to engage in a challenging and interesting conversation. Michael, looking forward to the conversation, mentioned that the meeting could last anywhere from 15 to 25 minutes and would be organic and conversational.Rasmus' Career Journey and Global ExperiencesRasmus shared his career journey, which included living in Luxembourg and Silicon Valley and relocating his family, including their horse, from California to Denmark. He explained that there is an industry that moves horses around, even in first-class business class. Rasmus discussed his experiences after returning to Denmark after living abroad for 14 years, noting that it felt like moving backward and that he had become more aware of how the world works and how life is in different areas. He also mentioned his extensive travels and pride in being a global citizen. Michael agreed, adding that even when returning to one's hometown, it can feel like a new place due to changes over time.Investing in Employee Growth and SuccessMichael and Rasmus discussed the importance of investing in the continuing education of teams and leaders for workplace culture and retention. Rasmus emphasized the need for a shift in vocabulary from 'human resources' to 'human success,' highlighting the importance of investing in employees' growth and success, even if they leave the company. He also introduced the concepts of learning, engagement, and performance, suggesting that a balanced approach is necessary for employee success. Both agreed on the need for a cultural shift in how organizations view their employees and the potential for younger generations to drive this change.Investing in Human Success and GrowthRasmus and Michael discussed the importance of investing in human success rather than human resources. They agreed that when people are given the best possible chance to succeed in their work, the organization, customers, and individuals benefit. They also discussed the importance of creating an environment where people can thrive and grow, even if it means letting them go to better opportunities. Rasmus shared his experience hiring a new Chief Revenue Officer and how the company's focus on human success attracted many qualified candidates. They concluded that creating a positive work environment not only retains employees but also attracts new talent and fosters a sense of belonging among former employees.Adapting to Changing Workplace ExpectationsRasmus and Michael discussed the changing expectations of younger generations in the workplace. They agreed that these generations want a different work experience that allows them to feel successful, challenged, and part of a team while also maintaining a balance between work and personal life. Michael emphasized the importance of human success and the need for organizations to adapt to these changing expectations. Rasmus shared his journey, highlighting how his career goals and aspirations have evolved.Discussing 'Human Success' in OrganizationsRasmus and Michael discussed the concept of "human success" in the context of their respective organizations. Rasmus explained that "human success" encompasses personal and professional growth, emphasizing the importance of being a good human and achieving success. He also shared his experience finding his Chief Revenue Officer with a search firm, Heidrich. Michael agreed with Rasmus's perspective and expressed his intention to advocate for "human success" in his work.

https://zensai.com/

https://www.linkedin.com/in/rasmusholst/

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Lisa is the Director and F. Duke Perry Endowed Professor of Leadership Studies at West Virginia University. She is widely known for her academic and practical expertise in women’s leadership.

A leadership coach and author of the award-winning textbook Women and Leadership, Lisa overcame many stereotypes as a first-generation college graduate from Appalachia to reach where she is today. WV Living magazine named her a “Wonder Woman” in 2019, celebrating her for defying barriers and working towards uplifting West Virginia.

She has 20+ years of experience working with academic and government institutions in West Virginia, including the Governor’s Office. As a Fulbright Specialist Scholar, she taught women in Bahrain about leadership and empowerment. Lisa has also conducted leadership workshops for women in Saudi Arabia.

Lisa’s insights on leadership have appeared in outlets such as Forbes, the London School of Economics Blog, La Razon daily newspaper in Spain, and KDKA Radio in Pittsburgh.

https://lisadefrankcole.com/about/
https://www.linkedin.com/in/lisa-defrank-cole-7b32286b/
https://www.barnesandnoble.com/w/women-and-leadership-lisa-defrank-cole/1137845764

Increasing Women in Senior Leadership PositionsLisa and Michael discussed the importance of increasing the number of women in senior leadership positions. Lisa expressed her passion for this issue, citing the need for different perspectives and experiences in leadership roles. She pointed out the disparity between the number of women earning college degrees and their representation in leadership positions, stating that it would take over 200 years to achieve equal representation at the current rate. Michael agreed, using the example of Mary Barra, the CEO of General Motors, as a successful female leader who has navigated the company through challenging times. Both emphasized the need for equal access to leadership roles for women.Diverse Teams, Creativity, and Business SuccessLisa discussed the benefits of diverse teams, highlighting that they are more creative and can solve problems better than homogeneous ones. She also mentioned that companies with women on board seats and in the C-suite tend to be more profitable. Michael shared his experience running a multi-site medical clinic with representation from 16 different countries, emphasizing the importance of creating an open and welcoming environment for people from different backgrounds. He noted that this approach improved access to care, particularly for patients who shared a common language or cultural background with their healthcare providers.Fostering Inclusive Collaboration in OrganizationsMichael and Lisa discussed the importance of creating a more inclusive and collaborative organizational culture. Michael emphasized the need for trust and understanding among team members, while Lisa highlighted the benefits of a collective approach to achieving goals. They also touched on the challenges of adapting to a traditionally competitive work environment and the need for change to foster a more egalitarian culture. Both agreed that organizations should strive to create an environment where individuals feel safe to be bold and innovative, and where collaboration is valued over competition.Fostering Inclusive Workplace Relationships and EquityLisa and Michael discussed the importance of fostering relationships and community within the workplace. They highlighted the need for inclusive activities that cater to diverse needs, such as potlucks and childcare services. Lisa emphasized the impact of caregiving responsibilities on women's participation in the workforce, suggesting that paid childcare could be a significant benefit. Michael agreed, noting the need for work to be reinvented to accommodate individual needs and promote equity. They both expressed hope for a future where work is more accessible and equitable, leading to better products and services for everyone.

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In this episode, we dive into the essential role leadership plays in shaping an organization's direction, success, and overall team dynamics. Leadership is the cornerstone of productivity and growth, but finding the right approach can be challenging. By exploring various leadership styles, you can better understand how to guide your team effectively and meet organizational goals.

Key Leadership Styles Discussed:

• Transactional Leadership: A structured approach focused on clear expectations, goals, and rewards for success. Ideal for efficiency but may limit creativity.
• Servant Leadership: A people-first approach where leaders prioritize the well-being and empowerment of their team, fostering trust and collaboration.
• Directive Leadership: A firm, decisive leadership style suited for swift execution in high-pressure environments, but it may stifle creativity.
• Bureaucratic Leadership: Structured leadership that thrives in formal environments. It ensures stability but can be rigid, hindering adaptability.
• Laissez-Faire Leadership: A hands-off approach promoting creativity and innovation, empowering teams to manage their own tasks while providing guidance.
• Charismatic Leadership: Vision-driven leadership that inspires loyalty and motivation through the leader’s passion and personality, though it may lead to over-reliance on the leader.

We also discuss the importance of evolving leadership approaches to meet the ever-changing demands of both the team and the organization. A successful leader adapts, learns, and grows with their team.

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Stay connected with us on LinkedIn and share this episode with your network for more leadership insights!

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Felienne is the creator of Hedy, an open-source and accessible platform for kids aged ten and above to learn textual programming in multiple languages.

The platform has about 500K users a month. It has been translated into 49 languages, including Chinese, Arabic, and Spanish, and has 400+ volunteer programmers, translators, and teachers who continuously improve and maintain it.

To teach a child programming, a parent or teacher can use Hedy's built-in lesson plans or customize their kid's learning experience by authoring their lessons and loading these into Hedy's user interface.

Felienne holds a Ph.D. in Software Engineering and has been a strong advocate for finding better ways of teaching programming and guiding the young generation into the programming world for more than ten years.

She is also a professor of computer science education at the Vrije Universiteit Amsterdam in the Netherlands and a high-school computer science teacher one day a week at Lyceum Kralingen in the Codasium program, which teaches kids to code.

On the podcast, Felienne would love to talk about:

We must radically transform how we teach kids programming languages to prepare them for the next wave of computing.
Breaking Barriers: The role natural languages and culture play in forging the future of programming.
Why every parent should encourage their child to learn coding skills, and Felienne's best tips for teaching kids how to code.

https://www.felienne.com/
https://hedy.org/
https://www.codasium.nl/

SummaryDiscussing Programming, Coding, and HettyMichael and Felienne discussed the importance of learning programming and coding at a young age, especially in an increasingly technology-driven society. They planned to focus their conversation on Hedy, a project Felienne is working on. Michael emphasized the significance of Felienne's work and expressed his interest in understanding more about it.Felienne Hermans' Journey in Teaching Programming to ChildrenFelienne Hermans, a university professor and school teacher specializing in teaching programming to children, discussed her journey into this field. She initially focused on professional programmers but switched to teaching 12-13-year-olds after realizing the potential impact of introducing programming skills to the next generation. Felienne shared her challenges while teaching her students Scratch and Python, including the language barrier and syntax difficulty. She then shared how she created a simplified Python programming language in Dutch, which grew into a globally used open-source project supporting 56 languages. This project also became a significant research area due to its technical and academic challenges.Felienne's Multilingual Programming Tools InitiativeMichael appreciates Felienne's initiative to create programming tools in multiple languages, allowing more people worldwide to participate in coding. He shares an anecdote about a student struggling with code, emphasizing the importance of taking breaks to gain a fresh perspective. Felianne agrees, noting that her dual roles as teacher and product developer allow her to identify areas for improvement. She highlights that programming teaches both coding and problem-solving, and resilience.Programming Skills and Student Educationfelienne and Michael discussed the value of programming and problem-solving skills in students. felienne emphasized the importance of teaching students to analyze and understand code rather than memorize it. Michael concurred, highlighting that these skills help in coding and other areas of life, such as problem-solving and communication. They both agreed that students should understand that technology is human-made and that programming is essential in creating and maintaining it.AI, Coding, and Life Skillsfelienne and Michael discussed the potential and limitations of artificial intelligence (AI). Michael emphasized that AI will likely create new job opportunities and free up people for other tasks, but it's crucial to understand the coding behind it. He used a coffee machine analogy to explain that while AI can simplify tasks, people should still be able to perform them without it. felienne agreed, highlighting the importance of learning coding as a life skill. They both expressed concern about the current generation's reliance on technology and the need to understand the underlying systems.Balancing Consumption and Creation in Digital Agefelienne and Michael discussed the imbalance between consumption and creation in the digital world, with Felienne expressing concern that children are not encouraged to be creators. They both agreed on encouraging and fostering creativity among future generations.

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You can find out more about Helen and take the ACT Type Quiz here: https://www.helenhanison.com Career Redesign Community: Actionable career redesign advice straight to your inbox. https://preview.mailerlite.io/preview/822669/forms/124199513772525109 Helen’s first book, Unstuck: A Smart Guide to Purposeful Career Redesign. Get your copy (with special gifts) here: https://www.helenhanisonbook.com Purposeful Career Redesign: Explore the self-paced, online coaching course here: https://helenhanison.thinkific.com Connect with me on LinkedIn: https://www.linkedin.com/in/helen-hanison-com

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Dan Thomson founded Sensay in 2023, a leading platform for creating AI-based digital clones and a pioneer in digital immortality. He founded Sensay to develop solutions across a range of sectors, from healthcare to education, building a knowledge capture and share platform for the betterment of humanity.

Dan has a BA in Philosophy from King’s College London and an MBA from the University of Cambridge. He has authored two books to date: ‘Immortality in a Digital Age’ and ‘The Digital Afterlife’.

SummaryAI Digital Replicas and Personal UseMichael and Dan discussed Dan's work in AI, specifically on creating lifelike digital replicas of people. Dan explained that this tool is helpful for anyone in business or personal life, as it can draft messages in one's style and voice with their knowledge base. Michael expressed interest in using this technology, noting that it made him think of aspects he hadn't considered before. The meeting was scheduled to last between 20 to 25 minutes.Entrepreneurial Journey and Industry InsightsDan shared his entrepreneurial journey from philosophy to the hospitality industry, including setting up restaurants and bars, before transitioning to tech after a severe concussion. He highlighted the high failure rate and competitiveness in hospitality but praised the industry for fostering hardworking, trustworthy, and creative individuals. Michael acknowledged AI's potential while also appreciating entrepreneurs' humble beginnings. They discussed the value of diverse skill sets and community experiences, like Michael's time at a grocery store, in recognizing people's needs for entrepreneurship.Addressing Memory Loss and Sharing StoriesMichael expressed his concern about the loss of memory due to Alzheimer's or dementia and how it affects individuals and their loved ones. He suggested that technology could be used to record and share personal stories and experiences, which would be particularly valuable for those who have lost access to family members due to death. Dan agreed, sharing his own experience of memory loss and how it can be terrifying. He also mentioned that people with degenerative mental diseases are often advised to start a journal or life book to record their stories, but this can be difficult for the elderly.Exploring AI Chatbots for Story PreservationDan discussed the potential of AI chatbots to learn from individuals and preserve their unique stories and experiences for future generations. He highlighted various use cases: education, preserving legacies, gaming, personal assistance, and brand marketing. Dan also mentioned the technology's ability to extend and empower individuals beyond their physical limitations. Michael agreed, emphasizing the technology's potential to free up time for humans to focus on human-to-human interactions, using Taylor Swift as an example.Embracing AI for Global Collaboration and GrowthMichael discussed the potential for increased global collaboration and creativity, particularly in education and technology. He emphasized the importance of not fearing the impact of AI on jobs but rather embracing it as an opportunity for growth and innovation. Michael also shared his personal experience of tracing his ancestry back to the late 11 hundreds, which sparked his curiosity about the lives of his ancestors. He encouraged others to embrace AI and technology's opportunities rather than fearing them.Exploring AI, Legacy, and Family TreesMichael and Dan discussed the potential of using AI and technology to understand our future better and preserve our past. They highlighted the importance of recording personal stories and experiences for future generations despite concerns about privacy and security. Dan emphasized the opportunity to leave a legacy for those curious about our lives and experiences and the potential for future generations to learn from our knowledge and experiences. They also touched on the idea of interactive family trees and the possibility of communicating with ancestors. The conversation concluded with the idea that we live in a "golden age of technology" where we have the tools to record and preserve our stories for future generations.Discussing Data Privacy and AI Character DevelopmentDan and Michael discussed the implications of recording and sharing personal data, with Michael advocating for the greater good and Dan highlighting the potential for misuse. They also touched on the importance of understanding different historical perspectives and the challenges of creating AI characters that reflect diverse personalities. Dan emphasized the potential of their platform to save time and improve efficiency, allowing users to focus on more critical tasks. They concluded by expressing excitement for the future of their project and its potential to revolutionize how people interact with technology.Exploring Sensay's Products and Potential BenefitsMichael and Dan discussed Dan's company, Sensay, and its products.

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SummaryRyan's Journey in Dog Training and BusinessMichael and Ryan had a conversation about their shared love for dogs and Ryan's business, which trains and franchises dog trainers. Ryan shared his personal journey of rescuing a dog with behavioral issues, which sparked his passion for dog training. Michael, who has a wide audience of listeners, expressed his interest in learning from Ryan's experiences and lessons learned in business and life. They also discussed the importance of giving business opportunities to those with no experience, a topic that is relevant to both of their industries.Disrupting Traditional Work: Exploring Franchise OpportunitiesMichael and Ryan discussed the changing attitudes towards work, particularly among younger generations. Michael emphasized that many young people are dissatisfied with the traditional work setup and are considering starting their own businesses. Ryan proposed the idea of franchising as a viable alternative, offering the benefits of business ownership with the support of an established system. He shared examples of individuals with little business experience who have successfully become franchise owners, and how this model allows for a better work-life balance and increased income.Franchising Benefits and Dog Training BusinessRyan and Michael discussed the benefits of franchising, using the example of a dog rescue and training business. Michael emphasized the appeal of working with animals and the potential for business growth with a franchise model. He also highlighted the value of having established templates and systems to focus on building the business. Ryan agreed, sharing his experience of increased demand for dog training services during the pandemic. Both noted the importance of hard work and dedication in any business venture.Franchise Support, Training, and Community ImpactRyan discussed the company's efforts to support franchisees, including providing systems and training. He highlighted the recent success story of a former call center employee who, after undergoing initial training and role play exercises, was able to replace her husband's income and bring their family together. Ryan also mentioned the company's partnership with local rescues to train dogs for free, aiming to help them get rehomed. Michael expressed appreciation for the positive impact the company's initiatives have on people's lives.Finding Fulfillment in Work and BusinessMichael and Ryan discussed the importance of finding fulfillment in one's work. Michael emphasized that having a positive impact on people's lives, whether it be through their business or personal pursuits, is crucial for long-term success and happiness. He also highlighted the significance of identifying what is important to oneself and aligning one's work with those values. Ryan agreed, noting that financial success without fulfillment can lead to burnout and a lack of motivation. Both praised the expansion of their respective businesses as a testament to their commitment to making a difference.Franchisee Support and Business GrowthRyan discussed the feedback received from franchisees after a training event, highlighting their desire for more support and guidance as they grow their businesses. Michael responded by advising franchisees to delegate tasks and find mentors before they feel ready, emphasizing that stepping out of one's comfort zone is necessary for growth. He also stressed the importance of learning from those who are a few years ahead and sharing insights and experiences. Both agreed that this approach could lead to personal and business development.Embracing Challenges for Impactful LeadershipMichael and Ryan discussed the importance of pushing oneself beyond comfort zones to achieve greater impacts. Michael emphasized that fear is a natural response to challenges but should not deter individuals from pursuing significant accomplishments. Ryan agreed and highlighted the need for calm, confident leadership in both managing staff and rescuing dogs, as they both require clear guidance and positive reinforcement. They concluded that such leadership would prevent burnout and ensure staff retention, while also improving the well-being of the dogs in their care.Tip Top K9 Franchise Opportunity DiscussionRyan and Michael discussed ways for people to learn more about Ryan and his franchise opportunity at Tip Top K9. Michael agreed to include this information in the show notes of his podcast. Additionally, Michael shared his intention to expedite the release of his podcast episodes due to the current relevance of their content. He also mentioned his satisfaction with the quick turnaround and expressed his gratitude towards Ryan.---

I am Ryan Wimpey, owner of the 19 Tip Top K9 Dog training locations across the United States. We started up in 2008 and have continued to grow into a nationwide franchise across the country. Just like you, I am passionate about unwavering dedication, no shortcuts, and delivering quality results, but in my case, it's all about dogs and their owners.

Youtube - https://www.youtube.com/@TipTopK9
Website - https://tiptopk9.com/about-tip-top-k9/
Instagram - https://www.instagram.com/tiptopk9/
Facebook - https://www.facebook.com/p/Tip-Top-K9-100063581240998/
Tiktok - Tiptopk9

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In this episode, we explore strategies for providing your students with the best education possible. We'll explore creating a positive learning environment that fosters growth and engagement [citation:3]. Our discussion will cover the importance of building strong relationships with students, setting high expectations, and using diverse teaching methods to cater to different learning styles.

We'll also examine the power of incorporating technology and podcasting into your classroom, discussing how these tools can enhance student learning and develop crucial 21st-century skills. Our expert guests will share practical tips on implementing project-based learning and encouraging student-led inquiries to promote critical thinking and problem-solving abilities.

Additionally, we'll address the significance of ongoing professional development for educators and how it directly impacts student success. Tune in to discover innovative approaches to assessment, feedback, and personalized learning that can revolutionize your teaching practice and help your students thrive academically and personally.

Article: https://www.breakfastleadership.com/blog/how-can-you-provide-the-best-education-possible-to-your-students

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SummaryMichael's Call to Action and Musical PresentationMichael expressed his frustration with the current state of affairs and emphasized the need for individuals to act to improve society. He referenced a book by Bruce Piasecki, urging listeners to read it and noting Piasecki's extensive experience and knowledge. Michael also presented three songs, each with a different message. The first, a heavy metal piece, addressed the current global conflicts and the need for understanding and common ground. The second, a lighthearted song, warned against petty crime, emphasizing that all crime is serious.Michael's Lunch Order Decision and ResponsibilityMichael shared a personal experience where he chose to pay for his lunch order instead of taking the food for free. He explained that he intended to support the restaurant and ensure it could continue operating. He emphasized the importance of paying for services, even when an opportunity for free food arises, to maintain a sense of responsibility and respect.Fat Vegan" Song Theme ClarificationMichael discussed the theme of his next song, "Fat Vegan," which he clarified was not intended to make fun of obese or vegan individuals. Instead, he explained that the song was about the hypocrisy of people who advocate for others to follow certain lifestyles, such as veganism, without practicing it themselves. He emphasized the importance of personal growth and self-care, encouraging everyone to strive to be their best before attempting to influence others.Michael's Album Meanings and Future PlansMichael shared the meanings behind several songs from his album, including "Additional Parking in the Back," "Counterfeit Airbags," and "Not Braining Today." He also discussed the concept of "COVID fog" and revealed that future releases would be more theme-based, with the next one being a rap album. Michael explained that his diverse musical background, influenced by growing up in Detroit, led to the eclectic mix of songs on the album, and he shared personal experiences related to the songs.Addressing Wealth Gaps and Tax SystemMichael highlighted the existing gaps in the system that impede many people's access to resources, services, and opportunities. He emphasized the need for a system overhaul to address the growing wealth gap, suggesting a flat tax system. Michael expressed concern over the current tax system's complexity and impact on successful individuals' incentives to create and innovate. He noted that the system's inefficiency is a shared concern, regardless of political affiliations.Michael's Personal Experiences and Embracing ChallengesMichael shared his experiences and opinions, emphasizing embracing life's challenges and finding the truth. He discussed his dual citizenship and passion for creating things, including the famous song "Gaps in the System," which pokes fun at various stereotypes. Michael encouraged listeners to provide feedback and engage with him on social media, particularly Instagram.

Album: Gaps in the System

Apple: https://music.apple.com/us/album/gaps-in-the-system/1758105901

Spotify: https://open.spotify.com/artist/1fxXb8GSvg341j4sqw9zxG?si=vp7XK9yfTe6f_lqslg4ZZw

Amazon: https://music.amazon.com/artists/B0D9P8MHSZ?ref=dm_sh_lsRKqH5t6A5KFu6axnaIQ3TuN

YouTube: https://music.youtube.com/playlist?list=OLAK5uy_lpOZLIR6665qwYI2F5SY8Mx0anqMJvshE&si=IhM9O8CQrtqxs5CU

Website: https://www.unmedicateddecisions.com/

T-shirt: https://www.breakfastleadership.com/monthly-group/unisex-t-shirt

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Sylvia is an EMCC-accredited senior executive coach with 30 years of experience, which helps C-Suite leaders, entrepreneurs, and change-makers thrive in today’s complex and fast-moving environment. She founded the SMART Power method, a groundbreaking approach to succeeding in this environment with more significant impact and ease.

Sylvia’s clients have included UNHCR, the European Central Bank, Allianz Global Investors, the Red Cross, and Amazon. She is also the author of the forthcoming book “Who’s in Charge,” a concise and practical book helping leaders to become more resilient and robust and combine success with fulfillment.

Sylvia holds a PhD in international relations and worked with the European Commission in the ‘90s, driving impactful change through her leadership skills and preventing a Russian hack on the IT systems. Following an experience in consulting, she joined the European Investment Bank (EIB) in 2003, introducing innovative HR and leadership development practices. In 2021, she transitioned to full-time work as an executive coach and leadership expert.

As a coach, she combines classical techniques with her unique flavor from her experiences as an artist, dancer, and singer – which helped her develop an embodied understanding of crucial leadership qualities such as presence, authenticity, connection, and clear communication.

On the podcast, Sylvia discusses:

• The Smart Power leadership model and how it redefines power for success in today’s complex business, social, and political landscape.

She appeared on the Next Wave Leadership Podcast to get a sense of Sylvia, discussing organizational power dynamics and why old models don’t work today.

Quick recapLeadership, Energy, and Sustainable SuccessSylvia, a transformative coach and advisor, introduced her upcoming book "Who's in Charge?" which focuses on the challenges leaders face in today's complex world and the importance of maintaining energy and concentrating on meaningful success. Michael shared his experience with managing energy levels and emphasized the need to understand and support the energy levels of one's team. Both agreed that top-down, forceful control is not a practical leadership approach. They highlighted the critical importance of energy in leadership, its impact on an organization, and the connection between energy and power. Sylvia also pointed out the significance of direction, purpose, trust, alignment, and commitment in creating a sustainable source of energy for a team, which Michael related to his experience in a healthcare organization.Reducing Turnover Through Employee-Driven CultureMichael shared his successful strategy of reducing annual turnover at a clinic to 6% by creating a culture of trust, vulnerability, and employee involvement. He emphasized the importance of leaders being authentic and curious and cultivating an environment where employees feel valued and encouraged. Sylvia highlighted the benefits of leaders showing their human side and being genuinely open with their teams. Both agreed that when leaders prioritize employee well-being and recognition, it benefits the individuals and contributes to the organization's overall success.Legacy, Career Motivations, and FinanceMichael and Sylvia discussed the significance of legacy in one's career, with Michael expressing interest in exploring this topic further, especially about younger generations. Sylvia shared her observations that people's motivations and priorities change over time. She emphasized the value of self-reflection and making changes, no matter one's age or stage in their career. Michael agreed, reflecting on his career path and realizing that he didn't enjoy the mountain he had climbed. They also discussed the importance of understanding finance to navigate different tasks successfully, with Michael sharing an anecdote about a physician who worked until age 93 because he enjoyed his job.Power, Love, and Creativity DiscussionSylvia discussed the concept of power and its relationship with love and creativity. She emphasized that power and love are not opposites and that love has great power when used creatively and productively. Sylvia cited examples of leaders like Jacinda Arden, who use this type of power based on a creative, willful approach rather than fear and control. She also highlighted the importance of self-love and commitment in achieving and maintaining this type of power.Self-Care in Leadership DiscussionSylvia and Michael discussed the importance of self-care in leadership. Michaelemphasizesg that taking care of oneself first allows for better service to others. Sylvia agreed and mentioned her upcoming book, "Smart Power Method," which can be found on her LinkedIn profile and website.

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Deborah Ancona's area of expertise includes organizational behavior, leadership, and the dynamics of high-performing teams. She is mainly known for her pioneering research into how successful teams operate, which led to the concept of X-teams—a framework for driving innovation within large organizations. Ancona's work also focuses on distributed leadership and creating research-based tools, practices, and teaching models to foster creative leadership at all organizational levels.

Deborah is a Massachusetts Institute of Technology professor at the Sloan School of Management. She is best known for pioneering research on high-performing teams and distributing nimble leadership and leadership signatures.

Deborah is also the founder of the MIT Leadership Center, which is revolutionizing traditional leadership to solve the most challenging problems in management.

Her book X-Teams gives deep insights into creating innovative, successful teams with examples from Microsoft, Takeda, and the Museum of Modern Art. She also co-founded xLEAD, which develops research-based tools to encourage creative leadership across management levels. Her work bridges theory and practice, bringing novel ideas into leadership practice.

Deborah has been with MIT for over 20 years and, in 2018, was awarded the Jamieson Prize, MIT Sloan’s highest teaching honor. Her widely acclaimed research on how family upbringing affects workplace behavior was published in the Harvard Business Review, titled “Family Ghosts in the Executive Suite”, as was her article on the 4-CAPS+ model, “In Praise of the Incomplete Leader”.

https://www.linkedin.com/in/deborahancona123/
https://mitsloan.mit.edu/centers-initiatives/mit-leadership-center/our-people-mit-leadership-center
https://www.amazon.com/dp/1591396921
https://www.xlead.co/about

On the podcast, Deborah would love to talk about:

How high-performing teams monitor trends within and outside the organization to perform better.

I use the distributed leadership model to adapt to today's rapidly changing business environment.

Knowing your “family ghosts” and leadership signature can push your leadership to the next level.

Leadership in Rapidly Changing EnvironmentsDeborah, a professor at MIT Sloan, discussed her research on leadership for rapidly changing environments, including developing capabilities for innovative teams and agile organizations, as well as the impact of childhood experiences on executives. Michael acknowledged the complexity of contemporary organizations due to factors like the pandemic, new workforce generations, and differing expectations.Understanding Purpose and Culture in OrganizationsMichael and Deborah discussed the importance of clearly understanding an organization's purpose and culture. Deborah emphasized the significance of answering the question of 'why should we exist?' and highlighted the usefulness of culture decks, which help to align employees around a shared vision. Michael illustrated this point by discussing the evolution of Netflix and the need for their culture to remain in sync with their changing business model. Both agreed on the necessity of inclusiveness in shaping an organization's culture.Leadership, Learning, and Curiosity in OrganizationsMichael and Deborah discussed the importance of including all stakeholders and fostering a culture of learning and curiosity in organizations. They emphasized the need for leadership at all levels and the value of funneling and choice mechanisms to evaluate new ideas. They also highlighted the role of curiosity in driving innovation and overcoming challenges. Deborah shared her insights on how leaders can facilitate learning and address their "shoulds" that may hold them back. Michael agreed and pointed out the benefits of involving teams as advisors and maintaining a curious approach to opportunities and challenges.X Teams and Curiosity in OrganizationsDeborah discussed creating 'X teams,' which are externally focused and aim to understand customer demands, technology usage, and other contextual factors. She emphasized the importance of curiosity and inter-team coordination in these groups. Deborah also suggested that organizations could encourage curiosity by having team members interview customers or explore how technology is used in their domain. Michael shared a positive experience where such an approach was successfully applied, highlighting the value of customer feedback and the potential for new product features.Understanding Customer Needs and EmpathyMichael and Deborah discussed the importance of understanding customer needs and pain points. Deborah shared an example of a Microsoft team that delved deeper into understanding their customers' issues, leading to the development of products that addressed those problems. Michael agreed with this approach, highlighting the value of conversations that seek to understand different viewpoints and perspectives. He emphasized the need for more people to engage in such discussions to foster empathy and understanding, which he believes is crucial today.Disruptive Technologies for Positive ChangeMichael and Deborah discussed the future of organizations and society. Deborah expressed hope in the potential of new technologies to positively impact various domains, such as healthcare and climate change. However, she also highlighted the need to balance the use of technology with empathy and critical thinking. Michael agreed, noting that people are increasingly curious and willing to learn from others to improve their organizations. Both emphasized the importance of discarding ineffective practices and using technology for the betterment of society.Discussing Deborah's Work on Healthy OrganizationsMichael and Deborah discussed her work and the importance of creating healthy organizations. Deborah shared that her work could be found on her faculty page at MIT Sloan, Exec Ed at MIT Sloan, and Exlead Co, which offers access to tools and a simulation tool. Michael expressed his appreciation for Deborah's work, highlighting its significance in making organizations healthier and more productive. They both emphasized the importance of reframing and changing mindsets to improve individual and organizational performance.

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Nigel is the CEO of The Flow Consortium and one of the most sought-after speakers and experts in Lean, Agile, and Flow methods.

He was Toyota's first Chief of Agile, where he co-created The Flow System and the award-winning Scrum, the Toyota Way approach.

Nigel has trained 8,500+ people in Scrum, Agile, Lean, Flow, and Complexity approaches. His coaching portfolio includes GE, Bose, 3M, Microsoft, Vodafone, Lumen, Cox Automotive, and MIT. He is a Forbes Invite-only Coaches Council member and will be listed in the Who’s Who's America later this year.

Nigel has co-authored many peer-reviewed papers and books on methods and approaches to accelerating business transformation, including the renowned “The "low System” series. He is a highly sought-after international keynote speaker and will appear on the TV series Advancements, which aired on Bloomberg and Amazon Prime in June 2024.

https://www.linkedin.com/in/nigelthurlow/

Quick recapLean Thinking and Empowering WorkersNigel and Michael discussed their experiences and perspectives on lean thinking and its application in various work environments. Recalling his time at Toyota, Nigel emphasized the importance of eliminating non-value-added activities and the concept of 'Gemba,' which refers to the actual place where the work is done. He also highlighted the significance of empowering people closest to the work and giving them decision-making authority. Michael shared a nurse's story from a healthcare setting, illustrating how lean principles can be applied to improve efficiency and safety. Both agreed on the need for a balance between enhancing processes and respecting the autonomy and expertise of workers.Empowering People, Psychological Safety, and FlowNigel and Michael discussed the importance of empowering people in an organization, particularly those closest to the work. They emphasized the value of giving employees agency, voice, and ownership in decision-making, which improves their psychological well-being and leads to better outcomes for the organization. They also touched on the concept of psychological safety and how it fosters a culture of trust and collaboration. Lastly, they introduced the idea of the flow system, which they described as a game-changer for organizations.Developing a Context-Based Learning SystemNigel discussed the development and purpose of a system of learning and understanding based on three key areas: complexity, thinking, distributed leadership, and team science. He emphasized the interconnectedness of these areas and the importance of moving away from rigid frameworks and prescriptive approaches. Instead, he advocated for a context-based approach that considers the effectiveness and utility of tools in specific contexts. Nigel also highlighted the significance of psychological safety, the power distance index, and other leadership aspects in this system.Understanding Flow System DynamicsNigel and Michael discussed the concept of the flow system, which combines various tools and techniques. Michael emphasized the importance of understanding the flow system's dynamics, likening it to a non-linear, squiggly line rather than a straight one. He highlighted that while unpredictable factors like wars and pandemics can disrupt the flow, a comprehensive understanding of the components and ingredients can help mitigate potential issues.Teamwork, Flow, and Customer PerspectiveMichael emphasized the importance of teamwork and supporting each other, especially those struggling. Nigel then discussed the concept of 'flow,' which he described as a psychological state of being fully engaged in and focused on a task or activity. He highlighted that teams must be free from fear and boredom to maintain flow by providing meaningful, challenging, and purposeful work. Nigel also stressed the importance of understanding the value of their work from the perspective of the customer or receiver. Michael agreed, pointing out that when people feel part of a team, they are more likely to contribute and keep things moving.

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ABOUT THE BOOK: The Energy Advantage (Link to purchase)

How do you maximize your success and impact as a leader while maintaining your stamina and sanity? The answer doesn’t lie in simple “efficiency.” It’s not about making better use of your time and resources. It’s about understanding how energy works and how to tap into its power.

Many people live lives of intense and false emotional compartmentalization. For example, they strive to be one person in the corner office (invincible warrior) and another at the dinner table (sensitive spouse), and they struggle to keep those two lives from bleeding into and contradicting each other. But as it turns out, this takes tremendous energy and is almost always impossible. One person can’t be two different people.

So, how do you live an integrated life of fulfillment, purpose, and success? How do you create an alignment between your head, heart, and creative power that is in coherence with your true self? The answer is simple and complex: You must move from managing your time to mastering your energy.

For more than a decade and a half, Ricardo Sunderland has worked with the leaders of some of the world's largest and most recognizable companies. He has learned firsthand that mental and physical energy are no longer all that is needed for success for today's leaders—at all levels in their organizations. Today’s leaders must bring emotional and spiritual energy to their roles and create a space in which they and their team members feel safe to challenge each other, grow together, and thrive.

Given this significant leadership challenge, leaders must gain an energy advantage.

You will learn:

• What gives you energy?
• How to identify the energy blockers that are holding you back.
• Every situation presents a choice for you to unlock the transformational energy source within you.
• The path to gaining the energy advantage on seven distinct levels.

Quick recapSummaryRicardo's European Roadshow and Leadership ObservationsMichael and Ricardo talked about Ricardo's recent European roadshow, during which he met with 250 leaders in seven cities. Ricardo shared his observations about the current state of leadership, noting that leaders are increasingly focused on implementing abstract concepts in their workplaces. Michael introduced Ricardo as a partner at Egan Zender, a leadership advisory firm, and a coach to senior leaders of major global organizations. The discussion was set to continue for 15 to 25 minutes, with the potential for Ricardo to share links and other resources.Managing Energy for Optimal ProductivityRicardo and Michael discussed the importance of managing one's energy levels throughout the day for optimal productivity and well-being. Ricardo shared his insights on this topic, emphasizing understanding what activities give one energy. Michael agreed, sharing his experiences with energy management and highlighting the significance of this approach in addressing current organizational challenges. Both agreed on following one's energy levels for maximum efficiency and effectiveness.Emotional Awareness for Productivity and ResiliencyRicardo discussed the importance of being aware of one's emotional state for optimal productivity and resiliency. He emphasized that understanding whether a day would be an 'energy giving' or 'energy taking' allows for intentional scheduling and increased clarity of mind. Ricardo also shared his recent experience launching a book and traveling to six European cities to meet with 250 leaders. He reported that the response was positive and curious about integrating the concepts.Integrating Personal and Professional Life for SuccessRicardo and Michael discussed the importance of integrating personal and professional aspects of life to achieve fulfillment and success in the corporate world. They emphasized the need for individuals and organizations to understand their 'why' and focus on their unique strengths and energy levels. Michael shared his insights on creating an environment that allows individuals to be authentic and the benefits of understanding and managing one's energy levels. They also touched on the value of transparency and empathy in the workplace. Towards the end, they discussed the time-consuming nature of writing a book and the personal significance behind Ricardo's upcoming publication.Ricardo's Book Writing Journey and PurposeRicardo shared his experience writing a book described as a labor of love. He emphasized the importance of connecting with one's purpose, following one's energy, and being intentional about one's desires. He also highlighted the need to accept the consequences of these desires. Michael agreed with Ricardo's insights and acknowledged the role of Harper Collins in the book's success.Leadership Book and Energy ManagementMichael and Ricardo discussed the impact of a leadership book and its unique approach to energy management in organizations. Michael highlighted the book's potential to create a positive ripple effect in society and businesses and its relevance for leaders managing constantly changing organizations. They also discussed the importance of creating a productive and engaging work environment where employees can operate in their sweet spot. Michael expressed optimism about the future, given leaders' open-mindedness and desire for improvement.Unexpected Reactions to Ricardo's BookMichael and Ricardo discussed the unexpected reactions to Ricardo's book, which focused on the concept of human energy and its leadership role. Ricardo shared that the book received positive feedback from large companies and was found practical and actionable. He emphasized the importance of incorporating spiritual energy into leadership to create a culture of vulnerability and strength. Michael agreed with Ricardo's views, highlighting the universal energy that connects all and the need to communicate with it for enlightenment.Ricardo's Book, Charity, and Remote WorkMichael and Ricardo discussed Ricardo's new book, a game changer with all its proceeds donated to charity. Ricardo shared that he is promoting the book not for sales but to create a movement in partnership with his firm. Michael appreciated Ricardo's time and promised to share the show notes with his editor. They also discussed the impact of the pandemic on work and the adjustment to remote work settings.

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Gene Slade, CEO of Lead Ninja System and Lead Ninja AI, is a pioneering force in sales training, conversational AI, and business development in the HVAC, plumbing, and electrical industries. With a steadfast commitment to empowering trade professionals, Gene offers transformative coaching experiences that revolutionize how business owners approach sales and growth through personalized guidance, community support, and access to exclusive resources.

For more information, please visit https://leadninjasystem.com/ and http://leadninjaai.com - https://www.facebook.com/genesslade/ - https://www.instagram.com/geneslade/?hl=en

Quick recapGene's Background and Conversational AIGene and Michael discussed Gene's background, including his trade experience, time at the University of Tennessee, and subsequent career in sales and business ownership. They also touched on Gene's involvement with conversational AI technology and the skills he has gained from his work in the trades, such as customer service, discipline, and sales skills. Michael emphasized the importance of good communication in business and the potential benefits of AI technology in reaching out and finding people. They both agreed on the importance of regular maintenance in various aspects of life, with Michael sharing a personal anecdote about his neighbor's well-maintained HVAC system.AI Implementation in Customer MaintenanceMichael and Gene discussed implementing AI in their business operations. Michael proposed using AI to track customer equipment maintenance, suggesting it could automatically generate reminders for customers when their machines needed servicing. Gene agreed, highlighting that this would reduce maintenance costs for customers and help contractors fill their schedules more efficiently. They also noted the AI's capability to make multiple calls simultaneously, a feature they likened to a road repair service during inclement weather.AI Integration in Industries DiscussedMichael and Gene discussed the potential of artificial intelligence (AI) in various industries, particularly healthcare and customer service. Michael highlighted the advantages of AI, such as its ability to provide personalized services and handle a large volume of calls simultaneously, thereby reducing labor costs. Gene confirmed that their company has successfully incorporated AI into their operations, with 95% of customers preferring to interact with the AI system over traditional call centers. They also discussed the potential of AI to serve a global customer base, offering improved efficiency and cost-effectiveness.New Technology Boosts Job OpportunitiesMichael and Gene discussed the potential of new technology to improve business operations and job opportunities. Michael argued that automation could free up staff to focus on revenue-generating activities and create new job opportunities. Gene agreed, suggesting that technology could be used to handle tasks that humans find tedious, such as follow-up in sales. They both expressed optimism about the potential of technology to help the trades but also acknowledged the need for workers to adapt and learn new skills to remain competitive.AI-Powered Knowledge Bank DevelopmentGene discussed the development of an AI-powered knowledge bank to handle objections during follow-up telephone conversations. He believed this technology could significantly increase revenue, estimating an additional $1 million. Gene also envisioned the AI system role-playing and training with technicians before their customer interactions. Michael concurred, acknowledging the potential positive impact on businesses of all sizes. However, he noted that the technology is not yet fully developed.Promoting Accessibility and Sharing ResourcesMichael and Gene discussed the promotion and accessibility of Gene's work through Lead Ninja Systems. Gene encouraged people to connect with him via his website, social media, or phone, emphasizing his commitment to accessibility and helping others.

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Is your company culture holding you back? Learn how to revolutionize it in just three steps.

Episode Summary:

In this episode, we dive into the critical process of changing organizational culture. We explore the top three steps leaders can take to create meaningful and lasting cultural shifts within their companies. From assessing current culture to implementing new behaviors, we provide actionable insights to help you transform your workplace.

Key Takeaways: [
• Step 1 Assess your current organizational culture
• Step 2 Define the desired culture and create a plan
• Step 3 Implement and reinforce new behaviors

We discuss how to:
- Identify the gaps between your current and desired culture
- Develop a clear vision for your organization's future
- Create strategies to embed new cultural norms
- Overcome resistance to change
- Measure the success of your cultural transformation efforts

Resources Mentioned:
• Link to the full article: https://www.breakfastleadership.com/blog/the-top-three-steps-for-changing-the-culture-of-your-organization
• Book recommendation: "The Culture Code" by Daniel Coyle

If you found this episode valuable, please subscribe to our podcast and leave a review. For more leadership insights, visit our website at https://BreakfastLeadership.com

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Steve is a top talent strategist and leadership expert with 30+ years of experience. He famously led LinkedIn’s early hyper-growth phase as its first CHRO, building its world-class company culture from scratch and scaling the organization from 400 to 4,000 employees.

As one of the most provocative global thought leaders on the future of work, Steve is hired by top companies and entire countries to help them navigate the talent landscape. His clientele spans from Google, X, Slack, BBC, and Intel to the City of Lisbon, which hired him to develop the startup incubator Unicorn Factory.

His award-winning book Workquake is considered a game changer for leaders and organizations on the future of work in a post-COVID world. He has also written for Forbes and Inc. and will soon write for Business Insider. He frequently appears on Bloomberg and CNBC to discuss the evolving nature of work, talent management, the Big Resignation, and successful leadership.

Steve is a sought-after keynote speaker who has delivered commencement addresses at Stanford and the University of San Francisco. Legacy institutions like Harvard and top VCs and management firms, including Accenture, Deloitte, and McKinsey, regularly ask him for advice.

Quick recapSummaryFuture of Work and Talent ChallengesMichael and Steve discussed the future of work and the challenges leaders face in managing talent. Steve, with over 40 years of experience in human resources, shared his insights on how the work landscape has changed, particularly in the wake of the Covid-19 pandemic. They both agreed on the importance of their conversation and discussed the challenges organizations are facing in talent acquisition and retention. Steve emphasized that leaders need to understand and adapt to these changes to effectively motivate and retain their employees.Burnout, Healthcare Challenges, and Enrollment TrendsMichael and Steve discussed the challenges and burnout issues faced by healthcare professionals, particularly during the pandemic. They highlighted the decreasing number of people working in the healthcare field and the unprecedented challenges faced by healthcare systems. Steve noted the significant number of people leaving the education field, indicating a broader failure in these essential professions. They also discussed the challenges faced by the nursing profession, particularly the diminishing influx of talent and the increasing questioning of its brand. Michael agreed, noting similar issues in other industries, such as wastewater and grain elevators, where the younger generation is less interested in pursuing traditional family occupations. They also discussed the impact of decreasing enrollments in nursing schools on the education side, leading to increased costs due to reduced supply.Addressing Job Market Challenges and SolutionsMichael and Steve discussed the challenges and potential solutions in the current job market. They highlighted the frustration felt by leaders and employees, and the difficulties in retaining talent, especially among younger workers. Steve shared his insights from post-pandemic conversations with leaders, noting that many were surprised by the positive business results despite high turnover rates. They both agreed that the traditional model of long-term employment may no longer be realistic or desirable, and that organizations need to adapt their strategies to attract and retain new talent. They also noted that successful companies like Microsoft and Tesla have managed to thrive with high turnover rates by having effective systems in place.College Football Coaches' Challenges and SolutionsSteve and Michael discussed the challenges faced by college football coaches, particularly in the current transfer portal environment. Steve used the example of Nick Saban to illustrate the difficulties of recruiting and retaining top talent. Michael emphasized the importance of focusing on what is working and being creative in addressing issues. Both agreed on the need for business leaders to adapt to changing circumstances and to leverage their experience to find solutions.Perspective, Teamwork, and Conflicting GoalsMichael shared a leadership anecdote about Roger Nirenberg, who uses music to illustrate the importance of perspective and teamwork in organizations. He emphasized the need to understand and appreciate different viewpoints within a team. Steve then discussed the concept of conflicting goals within organizations, using a soccer metaphor to explain that not everyone's objectives align, and this can lead to frustration. Both agreed on the importance of flexibility, agility, and openness to new ideas and perspectives.Employee Engagement, Communication, and Empathy in the WorkplaceSteve and Michael emphasized the importance of robust communication and a human-centric approach in the workplace. They discussed the need for regular performance appraisals and creating an organizational structure that promotes open communication and employee autonomy. They also highlighted the significance of maintaining a positive work environment that fosters employee engagement, creativity, and job satisfaction. Lastly, they underscored the unique value of human empathy and connection in the face of increasing automation and AI in the workplace.LinkedIn Strategies and Connector RoleSteve and Michael discussed their strategies for using LinkedIn effectively. They stressed the importance of building genuine connections and providing value to others on the platform. Michael clarified his role as a connector, aiming to help individuals meet their obligations and goals.

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Dr. Robin Hills is a business psychologist and the director of ‘E i 4 Change’.
A company specializing in emotional intelligence for change in educational
training, coaching, and personal development - focused on emotional
intelligence, positive psychology, and neuroscience.

Recognized as the 'International Impact Company of the Year' by Dotcom Magazine in 2024, our work has been acknowledged for its significant global influence.

With the most comprehensive and detailed courses on emotional intelligence, Robin has taught and empowered more than 400,000 people in more than 195 countries.

He is an accomplished author and keynote speaker.

They were awarded “Best Transformative Emotional Intelligence Coach” - of the Year 2024 by The CIO Times and “Men Leaders to Look Up To” by Passion Vista magazine.

In early 2024, Robin was presented with an Honorary Doctorate in Advanced Studies in Psychology in recognition of his contribution to Emotional Intelligence training.

Robins website - https://ei4change.com/
Ei-Matters - https://ei-matters.com/

https://www.facebook.com/EI4Change/
https://twitter.com/Ei4Change
https://www.linkedin.com/company/ei4change/
https://www.instagram.com/ei4change/
https://www.youtube.com/channel/UCBBxGskYxL0wnRfuyz_wHZA/feed

SummaryEmotional Intelligence and AI IntegrationMichael and Robin, an emotional intelligence coach and trainer, discussed the integration of emotional intelligence with AI. Robin suggested a fresh perspective on emotional intelligence, emphasizing its complementary aspects to AI. Michael agreed, noting the importance of diverse viewpoints in discussions about AI. They planned to delve deeper into this topic during the show, with Robin offering insights from his experience working with senior leaders worldwide. Robin also shared his upcoming training program in the US.Emotional Intelligence and AI in the WorkplaceMichael expressed concern about the lack of coverage of emotional intelligence (Ei) in AI discussions. Robin then provided a clear definition of Ei as the ability to make good decisions and build authentic relationships by being 'smart' with one's emotions. She also discussed the increasing popularity and potential revolutionary impact of artificial intelligence (AI) in the workplace, but emphasized that this does not mean humans will become redundant. Instead, she stressed the importance of identifying what differentiates humans from machine technology, specifically Ei.Technology's Impact on Employment and Job CreationMichael and Robin discussed the impact of technology on employment and job creation. They both agreed that while new technologies may cause initial concern and job displacement, they also create new opportunities and roles. They highlighted examples of this throughout history, including the advent of rideshare services like Uber and Lyft, and the rise of the internet and digital communication. They emphasized the importance of embracing new technologies and being adaptable to change.AI and Emotional Intelligence DiscussionMichael discussed his positive experiences with using AI in his work, highlighting its efficiency and creativity benefits. However, Robin pointed out that AI and emotional intelligence (EI) cannot function independently of each other, as AI lacks the human capacity for leadership and building emotional connections. Both emphasized the importance of human experience and memory in navigating through life, contrasting it with the programmed responses of AI. They agreed that AI, while useful, should not replace human leadership and relationship building.AI, Emotional Intelligence, and Organizational DynamicsMichael and Robin discussed the potential and limitations of AI and emotional intelligence within an organizational context. Michael emphasized the importance of personalizing instructions for AI to function effectively, while Robin highlighted the inherent limitations of AI to understand and adapt to human emotions and nuances. They both agreed that emotional intelligence is essential for navigating the complexities of the future, and Robin proposed looking at an organization as a network of people, including all stakeholders, for a better understanding of its dynamics.Emotional Intelligence and Artificial Intelligence LimitationsRobin emphasized the importance of emotional intelligence in leadership and asserted that, despite advancements in artificial intelligence, machines would never possess emotional intelligence due to the unique complexity of the human brain. Michael agreed, acknowledging the potential benefits of artificial intelligence but highlighting its limitations in replicating the human brain's complexity. Both agreed that emotional intelligence would remain a crucial factor in human interactions and leadership.Emotional Intelligence Collaboration and NetworkingMichael and Robin discussed Robin's work on emotional intelligence and her website, EiForChange.com, which offers free resources including a book.

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Sue Denis, the co-founder of HomeCare Bosses United® and the visionary behind the groundbreaking CareGrowth AI™. Sue's incredible journey from an ICU nurse facing burnout and personal challenges to becoming a successful entrepreneur and AI innovator in the home care industry is a story of resilience, determination, and transformative leadership.

Her insights and experiences provide valuable lessons in overcoming adversity, entrepreneurship, and the future of homecare.

Her video introduction: https://www.youtube.com/watch?v=7PUrpM-Ecuk

Sue's Expertise:

1. Resilience and Transformation: Sue’s personal and professional journey showcases remarkable resilience. From facing the near-loss of her first son and moving across the country to starting a business with limited resources, Sue’s story is a testament to the power of perseverance and determination.
2. Innovation in Homecare: As the co-founder of HomeCare Bosses United®, Sue has revolutionized the homecare industry by combining her nursing expertise with her entrepreneurial spirit. Her latest venture, CareGrowth AI™, brings cutting-edge AI technology to homecare agencies, helping them streamline operations and improve care quality.
3. Empowerment and Education: Sue’s commitment to empowering others is evident through her successful education and consulting business. With a 13k-member Facebook group and numerous events, she has helped countless individuals start and grow their own homecare agencies, transforming lives and communities in the process.

Summary

Care Growth AI Launch and Home Care Improvement

Michael and Enock & Sue discussed the launch of Care Growth AI, a home care operation software designed to enhance the experience of aging at home. Michael shared his interest in the software, highlighting its potential to fill the home care sector void. Enock & Sue, a former nurse, shared that he and his co-founder Sue developed the platform for their home care agency, drawing from their experiences in the healthcare industry. Both expressed a shared interest in improving home care for an aging population and creating a home environment for those receiving care.

Enock & Sue's Home Care Agency and Software

Enock & Sue shared their observations about elderly patients returning to the hospital due to a lack of support at home. He identified the need for in-home care services and founded a home care agency in 2016. Enock & Sue also highlighted the challenges his agency faced with existing software for home care agencies, which could have been more cohesive and efficient. In response, they developed Care Growth AI software to streamline their operations and improve care for their clients. The ultimate goal of this software is to reduce human errors, save time, and provide better care.

Leveraging Technology for Home Care Efficiency

Enock, Sue, and Michael discussed the importance of leveraging technology to streamline administrative tasks in in-home care agencies. Michael highlighted the challenges clinicians face, who spend too much time on paperwork and compliance, leaving little time for patient care. Enock & Sue introduced Carego, an AI-powered assistant that automates administrative tasks, freeing up time for caregivers to focus on patients. They agreed that this technology not only improves efficiency but also enhances the quality of patient care.

Preparing for Aging Population and Home-Based Care

Michael highlighted the importance of preparing for an aging population and the increasing need for home-based care. He emphasized that people heal faster and feel more comfortable at home, suggesting that society needs to improve its advocacy and preparation for this trend. Enock & Sue agreed, pointing out the financial challenges of home care and the need for long-term care insurance. He also noted that many older adults resist help, suggesting that education is necessary to help them understand that assistance enhances their quality of life.

Home Care Agencies and Technology Improvements

Enock & Sue: More providers at home care agencies ensure caregivers are trained, insured, and adequately supervised, improving safety and productivity. He pointed out the importance of technology in allowing providers to focus on caregiving while operations are streamlined. Michael stressed the need to recruit new people continuously to meet increasing demand, advising against "growing up" to maintain a youthful attitude.

Elder Care Platform and Collaboration

Michael expressed his appreciation for Enock & Sue's work in elder care, highlighting the importance of their platform. Enock & Sue informed Michael that more information about their work and upcoming training could be found on their website, caregood.ai. Michael agreed to share this information in his show notes and through his network to help promote their online course. Enock & Sue thanked Michael for his support and advocacy, emphasizing the importance of their mission to make home-based care easier for those in need.

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Cole is the Founding Partner of Legacy Group, a leading alternative investment firm with over $50M in assets under management.

They focus on profitable investment opportunities with high social and environmental impact in the US and Latin America. Their flagship portfolio company, Green Coffee Company (GCC), is Colombia's #1 largest coffee producer, with 7.2M+ coffee trees planted on 6,372 acres.

Cole and his team at GCC aim to grow the company to be the world's largest producer of arabica coffee. They've raised $35M+ from 275+ high-net-worth investors to fund Green Coffee Company operations in Medellin, Colombia.

Before forming Legacy Group, Cole spent close to a decade at PwC (the second-largest Professional services network in the world and one of the Big Four accounting firms), working in accounting, advisory, M&A, and consulting across the United States, Bermuda, Hong Kong, and Beijing.

He is an expert in emerging markets and understands the capital movements of high-net-worth investors. He is currently based in Medellin, Colombia.

Quick recap

Green Coffee Company's Growth and Michael's Coffee Journey

Cole, the founder and chairman of Green Coffee Company, the largest coffee producer in Colombia, shared the company's growth story from a small investment to becoming a significant player in the industry. A coffee enthusiast, Michael shared his journey of appreciating coffee's flavors and aromas after giving up lactose-containing cream and sugar. Cole explained his interest in the coffee industry, which started after seeing a potential business opportunity in Colombia following his move from Hong Kong. He shared how the company initially focused on high-net-worth investors before expanding with a Professional management team, leading to significant growth.

Curiosity, Hard Work, and Success Stories

Michael emphasized the importance of curiosity, hard work, and seizing opportunities in the consulting field. He shared his delight in hearing success stories, particularly in regions where success is not as expected. He also highlighted the benefits of such achievements for the individual, the local community, and the organization. Michael then asked Cole about his experience navigating different jurisdictions and how he convinced authorities to allow his organization to grow.

Cole's Experiences and Strategies in Emerging Markets

Cole shared his experiences working in emerging markets, emphasizing the importance of being present on the ground and understanding the unique challenges of each market. He discussed his approach to navigating these challenges, which involved using his capital to build teams and identify opportunities, such as trade flows between Asia and Latin America. Michael highlighted the pioneering nature of Cole's work, noting that many of the strategies and platforms he established have yet to be replicated elsewhere. Both agreed on the need for adaptability, resilience, and a willingness to learn from failures to succeed in emerging markets.

Expanding International Trade and Partnerships

Michael and Cole discussed the opportunities and challenges in expanding international trade and developing new business partnerships. Michael emphasized the importance of being bold and capitalizing on new opportunities despite potential obstacles. He also highlighted the significance of risk-taking in improving the world. Cole agreed with Michael's views and was asked to share his predictions for the future of their industry, particularly in Colombia and internationally.

Green Coffee Company Fundraising and Industry Trends

Cole discussed the company's successful fundraising efforts for the Green Coffee Company, highlighting the significant amount of capital raised in the US and its potential to build a dominant industry in Colombia. He noted the trend of high-net-worth investors seeking international exposure, particularly in Latin America, due to its high return profiles and acceptable risks. Cole also predicted the rise of vertical integration in the coffee industry as companies seek to secure their supply chains and improve efficiency. He invited listeners to learn more about the company's activities through its website and LinkedIn pages. Michael agreed with Cole's points and emphasized the importance of localizing supply chains to improve agility and reduce risks.

https://www.greencoffeecompany.com/

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  restyling and alterations Quick recapSummaryFostering Love and Reducing NegativityMichael and Asta had a discussion about the importance of love and its activation in their lives. Asta expressed her desire to talk about how to foster love and reduce negativity. Michael agreed with Asta's points and emphasized the urgent need for more love in the world, stating that their conversation would typically last around 20-25 minutes. Both were ready to delve deeper into the topic.Asta's Journey to Self-Discovery and FulfillmentAsta shared her journey of overcoming personal struggles to find happiness and fulfillment. She revealed that her father's suicide when she was young had a profound impact on her subconscious and her relationships. Despite this, she became a successful fashion designer and, after 24 years, embarked on a journey of self-discovery through retreats and spiritual learning. This journey led her to find the love she had been seeking within herself, which in turn attracted a fulfilling romantic relationship. She also noted improvements in her business and health.Asta's Journey to Holistic Fashion DesignAsta and Michael discussed Asta's journey towards holistic fashion design and the integration of love and energy healing into her work. Asta shared how she reconnected with herself, rediscovered her passion for her business, and how her newfound love and energy attracted positive changes in her life, including rekindled romantic relationships and clients who have been with her for over 20 years. Michael commended Asta's ability to tweak her approach while staying true to her passion. Both highlighted the importance of self-love and open-heartedness in fostering connections with others and creating a fulfilling life and career.The Power of Connection and EmpathyAsta shared a powerful story of how she helped a woman who was on the brink of suicide. She emphasized the importance of human connection and how one positive interaction can have a ripple effect. Michael also highlighted the interconnectedness of life and the impact of individual actions on those around them. Asta further discussed how the Covid-19 pandemic has affected everyone and how it has led her to appreciate the importance of staying connected with loved ones. Both agreed on the importance of empathy and understanding, and urged people to look beyond superficial differences and connect with their hearts.Embracing Love and Focusing on EssentialsAsta discussed her approach to working from home and her dedication to serving her clients with love and care, regardless of their backgrounds or beliefs. Michael concurred, emphasizing the importance of approaching life with a giving and loving mindset to foster empathy and understanding. Both agreed on the significance of focusing on what's essential and ignoring distractions, pointing out that this approach leads to personal growth and alignment with one's soul's purpose. They also cautioned against getting bogged down by unimportant information, which can harm the mind and divert one from their true path.Focusing on Happiness and Love ActivismAsta emphasized the importance of focusing on what makes one's soul happy, suggesting that this approach would lead to greater fulfillment and success, as well as positively impact those around them. She encouraged people to ask themselves this question and to act on the answer, with the aim of spreading more love and happiness. Asta also shared her own experiences and offered her services as a fashion designer and love activator, emphasizing the importance of serving others from a place of love rather than competition. Michael agreed with Asta's approach and asked her to share more about where people could find her services.Love's Power and Well-Being CollaborationAsta and Michael had a conversation about the power of love and its positive effects on well-being. Michael expressed appreciation for Asta's insights and promised to share the conversation via his network. They agreed to collaborate in sharing links and spreading their message of love and wellness. Both Asta and Michael felt uplifted and energized by the discussion.

Sign up for energy healing session waiting list:https://link.appointmatichosted.com/widget/form/8mbcKwZN1eJqFABBKHh7Website: https://www.relationshipcoach.biz/ TikTok:https://www.tiktok.com/@astajakubson?_t=8mWyEFWtnlJ&_r=1Instagram:https://www.instagram.com/relationship_love_activator/Youtube: https://www.youtube.com/channel/UC-Nq25ZdiMlDSmgXRAid7egFacebook: https://www.facebook.com/profile.php?id=61555956167645

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Marc is the Founder of Ceres Greenhouse Solutions, LLC®, an innovative design company that partners with residential and commercial food growers to help build extremely energy-efficient greenhouses with advanced climate-control technologies.

Marc has a PhD in chemical engineering, giving him a unique perspective on food production and climate optimization. His in-demand book The Year-Round Solar Greenhouse details the fruit of his research and experience in perfecting greenhouse technology and design.

Ceres has created a unique ground-to-air heat transfer (GAHT®) supplemental heating and cooling system for greenhouses that allows plants to survive—and thrive—through cold winters by harnessing the earth’s natural ability to produce heat and regulate climate.

Ceres is also the only distributor in North America of ETFE Glazing, a super durable and highly light-transmissive (95%) greenhouse material that has been widely used in Japan for decades—and it is also recyclable!

Our food systems in North America are disconnected and wasteful, forcing us to transport food in long-distance supply chains. Not only does this use excessive energy, it also creates food deserts and alienates communities from their food source.

Marc wants to revolutionize this antiquated system by using climate-controlled greenhouses, empowering communities to produce high-quality, local food throughout the year.

Youtube: https://www.youtube.com/@CeresGreenhouseSolutions
LinkedIn: https://www.linkedin.com/in/marcplinke/

instagram: @ceresgreenhouses
facebook: facebook.com/CeresGreenhouses\

Michael and Marc discussed business issues, sustainability, and the importance of inspiring people to do good in the world. They focused on improving food production and sustainability through year-round crop growth, the benefits of raised bed gardens and greenhouses in educational facilities, and the importance of consuming fresh, locally grown produce.

Michael and Marc discussed business issues, sustainability, and inspiring people to do good in the world. Michael introduced Marc and gave him the opportunity to share about his work. The conversation was expected to last between 15 and 20 minutes, and Michael encouraged an organic and authentic discussion. Marc's last name, Plinka, was clarified for Michael's reference.

Year-Round Crop Growing for Food Security

The chemical engineer speaker shared their vision of improving food production and sustainability by growing crops year-round. Recalling his childhood experiences with seasonal food scarcity, Michael expressed appreciation for the speaker's work and highlighted the importance of food production in feeding a growing global population. Both agreed on the potential of their approach to mitigate food shortages and prevent starvation.

Fresh Produce, Sustainability, and Education

Marc discussed the importance of producing and consuming fresh, flavorful produce all year round, particularly in colder climates. The speaker emphasized the focus on sustainability for future generations. Michael concurred, highlighting the significance of good taste and texture in vegetables and the positive impact this can have on overall health and well-being. Both agreed on the importance of early education in developing healthy food habits, with Marc sharing a personal example of how growing vegetables in school influenced their son's future cooking habits.

Benefits of Raised Bed Gardens and Greenhouses

Marc discussed the benefits of raised bed gardens and greenhouses in educational facilities, highlighting their potential to teach people about food growth and sustainability. Michael concurred, emphasizing the value of learning how to cook and combine food ingredients. He also pointed out the importance of growing one's food to self-sustainability, especially during potential shortages or supply chain issues. Michael further shared his appreciation for community gardens, particularly in impoverished areas, to provide food and foster a sense of community.

Emphasizing Local Produce for Health, Agriculture, and Climate Change

Michael emphasizes the importance of consuming fresh, locally grown produce, sharing his positive experience at a local farmer's Marcet. He encourages others, especially younger people, to appreciate such foods' flavors and nutritional value. The iPhone participant agrees, highlighting the benefits for health, local agriculture, and adapting to climate change.

Connecting With Nature for Well-Being

Michael and Marc discussed the importance of connecting with nature for overall well-being. They highlighted the benefits of gardening, spending time in the sun, and practicing mindful eating. Michael shared his experience in healthcare, emphasizing the role of these practices in preventing burnout and promoting recovery. Marc introduced his work in greenhouse solutions, and they agreed to share their discussion across their networks.

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Known by his peers for his infectious creativity and enthusiasm, Geoff Thatcher is an experienced creative leader who knows how to take a project from concept to reality. For most of his career, these projects have involved creating world-class experiences in theme parks, museums, visitor centers, brand experiences, and live events.

Geoff’s eclectic background always delivers a fresh perspective. His experience includes everything from helping the General Entertainment Authority declare Saudi Arabia open for business to Hollywood in 2018 to envisioning new concepts for Miral on Abu Dhabi’s Yas Island. Geoff's work transcends borders, whether it’s the world’s largest video dome on a beach in Dubai or the opening ceremonies of the Rio 2007 Pan American Games in Maracanā Stadium. Recent and current projects include the Delta Flight Museum, Abu Dhabi’s Playtopia, College Football Hall of Fame, Jacksonville’s H2.O Purification Center, Indianapolis Motor Speedway Museum, the FM Global Visitor Center outside Boston, and the Speed Experience Center in Saudi Arabia’s Qiddiya giga project. His work can be seen in attractions such as the Ozark Mill at Finley Farms outside Branson, Missouri, the Quest theme park in Doha, and Warner Bros. World Abu Dhabi.

Geoff is a student of the themed entertainment industry who got his start working as a teenage clean-up boy, lifeguard, train engineer, and stuntman at Lagoon Amusement Park & Pioneer Village in Utah. Before founding Creative Principals in 2017, Geoff was a creative writer, producer, and creative director for JRA, FiveCurrents, and The Brand Experience. He worked on various world-class projects in these roles, including brand experiences like the Lockheed Martin Space Experience Center, museums like Enguinity in the United Kingdom, and theme parks like the Polynesian Cultural Center in Hawaii. Clients included Fortune 500 icons such as Honeywell and Procter & Gamble and institutions and non-profits such as Kaiser Permanente.

He is an author, writer, and speaker who has ghostwritten books, published articles, and speaks regularly at TEA and IAAPA events. His first book, The CEO’s Time Machine, was published in April 2020. TD Magazine said the book is “a great way to prepare your mindset going into conversations about how your business can navigate our new, uncertain world.” He was featured on Science Channel’s show If We Built It Today, discussing how “The Lost City of Atlantis” could be transformed into an attraction. Finally, he launched and owned Ask Buzz, a website and attraction calculator honoring the late Harrison “Buzz” Price.

Instagram: @geoffthatcher
X: @geoffthatcher
LinkedIn: https://www.linkedin.com/in/geoffthatcher/
www.creativeprincipals.com

Geoff's Work and Book DiscussionTheme Park Experiences and Career PathsGeoff, a veteran of the theme park industry, shared his passion for creating memorable experiences and telling powerful stories with Michael, who agreed on the importance of experiences over possessions. They reminisced about their favorite parks, with Michael mentioning Kings Island and Geoff discussing the global impact of Kings Island's success. Geoff highlighted the benefits of hands-on experience in the amusement industry and the variety of career paths available, including engineering, hospitality, and space travel. Geoff's work as a writer was also discussed, with Michael showing interest in his motivation for writing a book.Geoff's Time Travel Book JourneyGeoff shared the story of how he wrote "The CEO's Time Machine" while travelling to Saudi Arabia for work. The book explores the idea of time travel and the challenges of making decisions in the present. Geoff had initially intended to publish the book himself, but due to the pandemic, he collaborated with his daughter Zoe, who designed and illustrated the book. The book was eventually published in April 2020, and although it wasn't a bestseller, Geoff expressed pride in its positive reviews.Debating Time Machine and Future-ThinkingGeoff and Michael debated the pros and cons of a time machine, particularly focusing on its impact on decision-making and future-thinking. Michael highlighted the potential benefits of learning from past events and historical figures, but also noted the potential drawbacks of knowing tragic events in advance. Geoff, drawing from his experience with a history exhibit, underscored the value of a forward-looking perspective, using the example of an invisible airplane, and argued that envisioning and living in the future could offer insights that are currently unavailable.AI Enhancing Immersive Experiences in ConcertsGeoff and Michael discussed the future of immersive experiences in the experience industry, with a focus on the integration of AI. They agreed that AI has the potential to transform the industry, much like animatronics and other techniques have in the past. They also discussed the evolution of music concert experiences, particularly the use of holographic technology. They highlighted how current technology, such as the new stadium in Vegas and the YouTube concert sphere, offers a more immersive experience compared to traditional concerts, and how AI enhances these experiences by enabling virtual participation and on-stage performances.

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Pablo's Journey to Business CoachingPablo shared how he invented the term "business coaching" in 1996 after a significant career change. He had been working as a consultant for large tech companies, but left his job to pursue his life's work after a voice in his head urged him to get busy. His friends suggested he become a coach, which initially didn't interest him, but after realizing he could apply his business experience to help others grow their companies, he started his own coaching business. Over the past 28 years, he has honed his skills to specialize in adding revenues to businesses, avoiding leadership coaching and corporate politics.Maximizing Revenue and Managing ExpensesMichael highlighted the importance of managing both revenue and expenses for optimal organizational performance. He emphasized that focusing on revenue generation could lead to cost efficiencies and increased profits, which could also be seen as a form of revenue. He also criticized consultants who delve into too many details, instead advocating for a focused approach to identifying areas of improvement. Pablo agreed with Michael's points, particularly the emphasis on revenue growth.Pursuing Passion for Business SuccessPablo and Michael discussed the importance of pursuing one's passion to prevent burnout and achieve business success. Pablo, who transitioned from programming to coaching, emphasized the value of focusing on revenue growth rather than expense-cutting. Michael shared his unsuccessful attempt at becoming a CPA and highlighted the example of John Madden as a successful career changer. They both agreed on the importance of keeping an open mind and being willing to try new things to find one's true calling in life. Furthermore, they touched on the experiences of their family members, discussing the potential of their daughter and cousin becoming coaches.Music, Creativity, and Burnout PreventionMichael and Pablo discussed the significance of music and its ability to evoke different emotions and memories in listeners. Michael shared the story of a friend who created his own successful guitar pedal company, emphasizing the importance of understanding the 'why' behind one's work to prevent burnout. Pablo agreed and shared his personal strategy of incorporating creative activities into his work routine to maintain focus and prevent burnout. Both underscored the importance of enjoying life and pursuing one's passions to prevent burnout and achieve creativity.Connecting With Pablo and Discussing ADHDPablo, whose website is Lemberg.com, encourages people to connect with him through his blog or contact page. Michael appreciates Pablo's openness and his conversational format that makes listeners feel like they are eavesdropping on a casual chat. Bio:

Paul became an entrepreneur at 27. He sold his first company for just under $9mm and sold his second company to a large German bank. He’s published three books, including the business best-seller Be Unreasonable. For 28 years, Paul has coached entrepreneurs to grow revenues and profits, scale with chains and franchises, execute M&A, raise capital, and sell their companies. Clients typically grow profits from 2-10x. A number of them have sold their companies for millions. One client sold his healthcare chain for over $100 million. He’s spoken on stage for Jay Abraham, Tony Robbins, T. Harv Eker, Marshall Sylver, Brian Tracy, CEOSpace, Digital Marketer, Roland Frasier, and many others. He’s been featured in the New York Times, the LA Times, the Wall Street Journal, CNN, CNBC, Good Morning America, and hundreds of special interest publications. Paul has an undergraduate fine arts degree, an MBA from NYU Stern School, and is a Mensa member.

https://www.linkedin.com/in/unreasonable/
https://www.facebook.com/paullemberg/
https://twitter.com/Paul_Lemberg

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About Oddi:

Partner - Performance InterventionsI feel privileged getting to spend my days working with people that are up for making our world a truly exciting and fulfilling place. I partner with leaders and executives committed to transforming their organisations, develop groundbreaking strategic solutions, mobilising executive teams and organisations into passionate and purposeful action.

Quick recap

SummaryAI, Personal Growth, and LeadershipMichael and Oddi discussed using AI for personal growth and the concept of leadership, particularly in unfamiliar situations. Michael, the founder of Breakfast Leadership, emphasized the evolving definition of leadership and used the example of a new album that blends multiple genres to illustrate how things can be categorized in ways that may not fully represent them. Oddi, with a background in engineering and strategy consulting, showed interest in understanding what leadership looks like when faced with the unknown.Addressing Analysis Paralysis in LeadershipMichael expressed concern about leaders with analysis paralysis due to over-reliance on KPIs and other data. Oddi responded by emphasizing the importance of leadership being contextually aware and committed to their circumstances. Oddi further argued that the fear of justification and criticism leads to analysis paralysis and discourages leaders from fully engaging with their situations. Oddi suggested that leaders should focus on tuning into their circumstances and identifying opportunities rather than trying to emulate past successful leaders.Michael's Decision-Making Process and Trial ImplementationMichael shared an experience from his time as the head of a healthcare clinic, where his decision was initially questioned but later proved beneficial. He discussed how he implemented the decision after considering its impact on the staff and ensuring their approval. However, the change initially caused anger and dissatisfaction among the physicians, clinicians, and other staff. To rectify the situation, Michael proposed a six-month trial with the option to revert if necessary. He mentioned that the people affected by the change were still at their new location seven years later, suggesting that they had come to appreciate the benefits of the change.Leadership Challenges and Self-DoubtMichael and Oddi discussed the challenges of leadership and the importance of understanding and respecting individual motivations. Oddi emphasized that a leader's role is to guide people, not to impose a vision on them. Michael added that leaders should not expect consensus but focus on driving and directing. They also touched on the insecurity and self-doubt that often come with leadership positions and the need for leaders to recognize and manage these feelings.Balancing Work Ethics and FocusOddi and Michael discussed the pressures and challenges of the modern workplace. Michael highlighted the familiar feelings of being overworked and overwhelmed among employees, emphasizing the importance of a work ethic. Oddi agreed, noting that as employees progress in their careers, their professional credibility becomes tied to their knowledge and ability to resolve complex issues. Both acknowledged the need for focus and tunnel vision in certain situations while stressing the importance of being open to opportunities and not becoming too narrowly focused.Creating an Environment for Team SuccessOddi emphasized the importance of creating an environment that fosters new ideas and allows people to thrive without his direct involvement. Michael concurred, highlighting the danger of ego and the need for accountability partners to keep leaders in check. He shared his leadership philosophy of providing his team with everything they need to succeed, stating that the results would naturally follow. Both agreed that the success of their respective roles was due to their teams' efforts.Building Trust and Open Communication in WorkOddi and Michael discussed the importance of building trust and open communication in a work context. Oddi emphasized the value of creating a safe space for ideas to be shared, where people feel comfortable being honest and straight. Michael agreed, highlighting that such an environment fosters collaboration and innovation. Both stressed the need for individuals to show a genuine interest in the ideas and perspectives of others, as this encourages more open and honest communication.Psychological Safety and Thriving OrganizationsMichael and Oddi discussed the importance of creating a psychologically safe environment in organizations, emphasizing that empowering people and focusing on stakeholders, including customers and communities, leads to thriving organizations, especially during challenging times. They highlighted the significance of giving employees autonomy, being available for questions and ideas, and then letting them execute their tasks. Oddi also mentioned a study on successful Indian businesses, which showed that prioritizing people's thriving and alignment with company values was a key factor. Lastly, Oddi introduced their business, 1st Human, which offers executives various programs and business coaching.

https://www.firsthuman.com/

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Christopher is the author of the highly rated book The Value Equation, which teaches entrepreneurs how to create profitable businesses that generate multi-million dollar wealth for them and their investors using a simple formula he made in 1999.

Using his V-Formula, entrepreneurs can determine their companies' pre-tax return on equity and wealth creation potential in advance.

Christopher, a recognized business model expert, shares in his book the ideas he used to lead and take three market-leading real estate investment companies, two of which he co-founded, public via the New York Stock Exchange.

His companies provided $20B+ in growth capital to thousands of businesses across the U.S., helping them succeed. The strong business models Chris devised enabled his companies to outperform and attract some of the world's leading investors, including Berkshire Hathaway.

https://thevalueequation.com/the-author/
https://www.linkedin.com/in/christopher-volk-86848b3/

SummaryCareer Discussion and Meeting FormatMichael and Christopher discussed their respective careers and their current meeting format. Michael assured Christopher that the meeting would be recorded and edited for corrections. Christopher shared his background as a finance professional, detailing his real estate experience and success in publicizing companies. He also mentioned his current role as chairman of another such company. Michael commended Christopher's work in creating opportunities for investors and providing funds for small businesses to grow.Successful Companies, Free Enterprise, and Small BusinessesChristopher shared his success in creating a successful company and his belief in the virtuous nature of the free enterprise system. He decided to write a book to inspire others to create their own successful companies. Michael agreed with Christopher and highlighted the importance of small businesses, emphasizing their role in creating jobs and serving communities. He also shared his observation of the recent surge in people wanting to start their businesses. Both agreed on the need for more small businesses to meet the growing demand for services in suburban areas.Discussing Book on Business Wealth CreationMichael and Christopher discussed the time-consuming nature of writing a book and the motivation behind it. Christopher shared that his book, which took about a year to write, was inspired by 20 years of contemplation on how businesses create wealth. He noted that while there are many books on personal finance, there needs to be more literature on wealth creation through business. Christopher explained that businesses are the primary engine generating most of the wealth in the US, and his book aims to fill the gap by describing how to start and grow profitable businesses.Entrepreneurial Motivations and Business CreationChristopher and Michael discussed their motivations for starting companies, citing a desire to avoid regret and pursue their passions as primary drivers. Michael shared his experience and advice, emphasizing the importance of taking marketing classes and encouraging accounting students to be more entrepreneurial. He also highlighted the value of creating new businesses and products to benefit society and the economy, using his observation of new store openings as an example. Michael praised Christopher's book for providing practical guidance and encouraging people to prioritize their well-being and success.Developing a Successful Business StrategyMichael and Christopher discussed the process of developing a successful business. Michael emphasized the importance of curiosity, adaptability, and a desire to learn to build and improve a business continuously. He also highlighted the importance of giving back to the community and supporting other local businesses. Christopher agreed, noting that a well-designed business model could make a company worth more than it costs to create, leading to financial success, employee wealth, and the ability to impact the community positively. They both stressed the importance of considering all business model components to achieve these goals.Mentorship, Wealth Creation, and Voting PreferencesMichael stressed the importance of mentorship and paying it forward, illustrating how Red Fox helped Marita buy a house. Christopher responded by discussing his book, "The Value Equation," which emphasizes the role of mathematics and accounting in wealth creation for entrepreneurs, investors, and leaders.

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President of MFW Consultants & a successful nurse entrepreneur, Phyllis is a healthcare consultant and has been a Legal Nurse Consultant specializing in defense since 2004. During her nursing career, Phyllis has practiced in clinical, educational & administrative positions in various venues, including critical care/emergency trauma, professional development, and Subacute Care/LTC.
As a certified personal and career coach, Phyllis specializes in the unique needs of nurses & other professional and family caregivers. She is devoted to working with clients struggling with the emotional impact of Caregiver Fatigue, untying the knot of their COVID-19 response efforts, and career transition challenges.
She has been the career coach for the Association of Perioperative Nurses since 2012 and was invited to be the career coach for the American Nurses Association-New York State Chapter in 2021. She has lectured extensively across the USA and Canada on subjects including, but not limited to, resilience, professionalism, leadership development, and creating and sustaining healthy work environments.
She is very active on social media, regularly posting on her Twitter, Facebook, Tumblr, Instagram, and YouTube Channels. Phyllis has also authored two books: Rediscovering the Joy of Being A Nurse: A Holistic Approach to Recovery from Compassion Fatigue and Bringing Shadow Behavior Into the Light of Day: Effectively Assessing and Managing Bullying and Incivility in Healthcare.

https://www.linkedin.com/in/phyllisquinlancoachspeaker/
https://www.facebook.com/PhyllisQuinlanCoaching
https://www.instagram.com/phyllisquinlanofficial/
https://twitter.com/AskDrPhyllisRN

Quick recapSummaryAddressing Workplace Burnout and ShortagesMichael and Phyllis discussed strategies to address workplace burnout and create a healthier work environment. Phyllis, a registered nurse and professional coach, highlighted the negative impact of disruptive behaviors like bullying and incivility, and the unique value of nursing skills in addressing physical and mental health needs. Michael agreed on the leadership imperative to foster a positive work culture, emphasizing the need to encourage employees during tough times and recognizing the potential for professional caregivers to feel stronger after navigating the pandemic. Both expressed concern about the shortage of healthcare professionals, especially with an aging population and more complex challenges.Addressing Toxic Work Environments and ResilienceMichael highlighted the negative impact of toxic work environments on employees and called for a change in leadership behavior to address this issue. Phyllis agreed with Michael and added that the COVID-19 pandemic served as a wake-up call, revealing the importance of self-care and work-life balance for caregivers. She emphasized the need to build resilience and cope optimally, but also pointed out that employees should not be expected to do this in a toxic or unhealthy work environment. Phyllis underscored the necessity for leadership to lead by example and create healthy and sustainable work environments.Adapting to Changing Workforce Expectations Amid Covid-19Phyllis and Michael discussed the impact of the Covid-19 pandemic on the workforce and the need for organizations to adapt to the changing expectations of employees. Phyllis emphasized that those not willing to adapt risk losing talent to more flexible and capable organizations. Michael highlighted the shift in employee attitudes towards work and the realization that many found themselves in jobs that were no longer fulfilling, leading to a trend of resignations or entrepreneurship. Both agreed that the old ways of working are no longer effective and that organizations must prioritize employee well-being to retain their top talent.Addressing Disruptive Behaviors and HumanismPhyllis and Michael discussed the need for leadership to address disruptive behaviors and cultivate a more humanistic work culture. They highlighted the importance of understanding each individual's contribution, regardless of role, and the need for a culture of solidarity and cooperation. Phyllis argued that the success of their team during the Covid-19 pandemic was a result of a collective effort and a level playing field, and urged executive leadership to maintain this approach. Michael agreed, emphasizing the importance of a flat organization and the negative impact of silos and egos.Remote Work, Collaboration, and Accountability DiscussionMichael and Phyllis discussed the challenges and successes of remote work and collaboration during the Covid-19 pandemic. Michael commended the team's ability to adapt and navigate the situation, highlighting the importance of working together. Phyllis pointed out the need for executive leadership to deal effectively with disruptive behaviors and poor performance, noting that many employees may no longer tolerate such issues. Michael agreed, sharing his own experiences of dealing with toxic work environments and the importance of hiring slowly and firing quickly. Both emphasized the need for accountability and the value of recommending employees to other organizations where they may be a better fit.Employee Engagement and Strength-Based ApproachMichael and Phyllis discussed the issue of employee engagement and the importance of focusing on strengthening positive behaviors rather than trying to change negative ones. Phyllis emphasized the need to create a healthy work environment by building on the strengths of the 'green' employees, who are likely to positively influence those in the 'yellow' category. She also argued that 'red' employees, who display negative behaviors, are unlikely to change unless they are reassured of their job security. Michael agreed with Phyllis' views and appreciated her insights.

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SummaryIntroductions and business overview @ 0:00Ryan introduced his layered business model of running three companies with shared staff and discussed how it allows for diversification and flexibility. He described his event production, marketing materials, and wholesale liquidation businesses.

Pivoting businesses during the pandemic @ 3:51Ryan discussed pausing his event business during the pandemic but pivoting his wholesale business to supply essential goods like PPE. He commended businesses' rapid adaptations to unprecedented challenges.

Importance of diversification and exit strategies @ 17:51Ryan emphasized maintaining multiple revenue streams, as one business's fortunes may change. He looks to acquire passive businesses and plans selling his event business in 5-10 years. Exits must be planned to avoid surprises and headaches.

Future plans and expansion of existing businesses @ 18:16Ryan seeks new acquisition opportunities in different industries. He'll grow his marketing and events businesses but diversify by finding replacement verticals as industries evolve past certain products. Continual adaptation is needed to avoid obsolescence.

Importance of recognizing industry changes @ 21:12Half of 2000's Fortune 500 companies no longer exist. Industries constantly change, requiring anticipating new opportunities and exits. Businesses must evolve or risk becoming obsolete like buggy whip makers. Continual evaluation and flexibility are key to long-term survival.

Finding inspiration through varied interests and helping others @ 24:32Both men find inspiration and networking through diverse interests like volunteering. Variety prevents burnout while helping others. Business success need not be sole focus; life should be enjoyed through meaningful pursuits.

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Avadhi is an International Bestselling Author, Youtuber, and a Business Guru. She helps leaders of family legacy businesses run their companies in a way that fosters healthy family relationships.

Avadhi is also the Chief Transformation Officer at Prabhat Industries, their three-generational family business involved in rubber products manufacturing and distribution. Founded in 1966, the global brand is a leading supplier of sealing solutions for multiple industries across North America with revenues in the multi-seven figures.

Avadhi’s upcoming book, The Family Business Guru: A Secret Guide to Alchemize Conflict into Harmony, Lead with Confidence, and Generate Profits, offers practical strategies to navigate the intricate dance of running a family business while maintaining strong relationships with your loved ones. their first bestseller, Inner Genius Outer Guru: A Heart-Centered Entrepreneur’s Guide to Unlimited Potential for Growth in Income and Freedom in Lifestyle without Burnout, was a huge success amongst entrepreneurs ready to create real income-generating businesses they love.

https://www.avadhi.guru/

Family-Owned Businesses: Advantages and ChallengesMichael and Avadhi discussed the complexities and advantages of family-owned businesses. Michael shared their experience working at a family-owned grocery store chain, highlighting how family involvement can bring both success and challenges. Avadhi, who grew up in a family business empire, added that generational differences, personalities, and relationships can greatly impact the business. They both noted that leaving a family-owned business can be more complicated than leaving a regular business due to personal connections and feelings of loyalty. Avadhi emphasized the benefits of such businesses, pointing out that the shared values and culture of family members can positively impact the business, its employees, and customers.Overcoming Fears and Nurturing Relationships in Family-Owned BusinessesAvadhi shared their insights on the challenges and fears family-owned businesses often face, particularly concerning money and relationships. She detailed their own journey of overcoming limiting beliefs and emphasized the importance of becoming aware of and addressing unconscious fears to foster healthy relationships and contribute fully to the business. Michael then contributed with a personal story about their family restaurant, highlighting the unique dynamics and connections that can exist within family-owned businesses. He stressed the importance of maintaining human connections, even in challenging situations, and avoiding actions that could damage relationships at the workplace.Harmony in Relationships for Business SuccessMichael and Avadhi discussed the importance of creating harmony in relationships for the success of a business. Avadhi emphasized that a harmonious environment boosts confidence and encourages a long-term approach to success, rattheir than a quick profit. Michael agreed, highlighting that constant work and refinement are crucial for a business to meet the growing demands of customers and employees. Both stressed the significance of self-improvement and hard work in achieving harmony, which then overflows into the business world, leading to revenue growth and profit.Avadhi's Work and Upcoming LaunchAvadhi and Michael discussed Avadhi's work and how people could learn more about it. Avadhi encouraged viewers to visit their website, https://www.avadhi.guru/, and subscribe to their YouTube channel for their videos and healing meditations.

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Julie is a CEO, Author, and entrepreneur. Julie is a respected and trusted leader in business communities that extend from the Northeast (Philadelphia, New York City, and D.C.) to the Southeast (including the Greater Atlanta region and Charleston, South Carolina.), and that includes CEOs and entrepreneurs of small to midsize businesses as well as the Fortune 1000. In her 25-year career, she has consulted with more than 1000 companies to build sustainable, revenue-generating strategies. Her first book, Dare to Become, From the Corner Booth to the Corner Office, hit shelves worldwide on September 3 and details her journey from working for her parent’s restaurant to building a successful agency.

For millions, a significant component of the American dream is to start one’s own company and, ultimately, to become one’s boss. The question is, how exactly does one do that? Every successful entrepreneur has a unique story to tell. Julie Cropp Gareleck, CEO, Entrepreneur, and now Author, brings a fresh perspective on confidently navigating the journey from startup to success. Whether you are a new business owner, entrepreneur, or an employee, the insights shared in this book will prove valuable on your journey.

Links:
Website: www.juliecroppgareleck.com
Facebook: https://www.facebook.com/juliecgareleck
IG: https://www.instagram.com/juliecgareleck/
YouTube: https://www.youtube.com/@juliecgareleck/featured
LinkedIn: https://www.linkedin.com/in/juliecroppgareleck/
Amazon: https://amzn.to/4f79dBf

Quick recapMichael and Julie discussed the importance of self-realization, resilience, and adaptability in the face of challenges, particularly during the Great Recession and the Covid-19 pandemic. They also highlighted the value of early work experiences, problem-solving skills, continuous learning, and journaling in personal and professional development. Lastly, they discussed the promotion and availability of Julie's upcoming book, "Dare to Become," and the importance of networking and social media in book promotion.

Discussing 'Dare to Become' and Potential

Michael and Julie discussed the fast pace of the year and Julie's upcoming book, "Dare to Become," which aims to inspire people to reach their full potential. Michael expressed his excitement about the book's title and its message, emphasizing the importance of individuals realizing their unlimited potential to positively impact society. They agreed to keep the conversation organic and to include a summary of the interview in the show notes for those who might want to learn more about the discussion.

Launching a Business Amid Economic Challenges

Michael and Julie discussed the challenges and successes of launching a business during the Great Recession and the subsequent years of significant change and transformation. Michael praised Julie's boldness in starting a business during a difficult economic period and highlighted how both personal and working life have been significantly impacted by recent events such as wars, pandemics, and technological advancements. Julie shared his experience of launching a business during the recession and how his company managed to adapt and do well during the Covid-19 pandemic, despite the shift to remote work being a significant challenge for his sales team.

Overcoming Fear With Zoom and Sharing Journeys

Michael suggested that salespeople, who were initially uncomfortable using Zoom, should familiarize themselves with the platform by using it with their grandchildren. This approach helped them overcome their fear and gain confidence in using the app. Julie then shared his motivation for writing a book about his journey from working at his parents' restaurant to starting his own business. He found inspiration in his past journals and wanted to share the lessons he learned, as well as the ups and downs of his journey.

HVAC Industry Contributions and Family Businesses

Michael shared his conversation with Gene Slade, who has made significant contributions to the HVAC industry, particularly in lead generation and follow-ups. Michael highlighted the value of starting one's career in the family business, as it provides a unique opportunity to learn about running a business from a young age. He also discussed his own experience working in a family-owned grocery store, emphasizing the importance of understanding family and people dynamics in both professional and personal contexts.

The Importance of Early Work Experiences

Michael and Julie discussed the value of early work experiences in shaping one's career. Michael emphasized the importance of working with diverse individuals, as it teaches essential skills like communication and conflict resolution. Julie shared his experience working at his parents' restaurant, highlighting how it helped him develop a strong work ethic and provided a foundation for his future roles. Michael agreed, sharing his own experience of working in various industries and how each job taught him valuable lessons. Both agreed that these early work experiences were critical in preparing individuals for their future careers.

Embracing Challenges and Leveraging Learning for Growth

Michael and Julie discussed the importance of problem-solving skills, learning, and taking risks in personal and professional development. Michael emphasized the value of paying attention to details and continuously learning, sharing his own experiences of overcoming challenges through problem-solving. Julie agreed, highlighting his own journey of building a successful business despite not coming from a wealthy background or having an Ivy League education. Both underscored the significance of daring oneself to invest in personal growth and learning from others' experiences, particularly through reading and networking.

Journaling, Deadlines, and Mindset Shifts

Michael and Julie discussed the importance of journaling and using deadlines to manage tasks. Michael shared his experience of how writing has helped him remember his past and learn from his mistakes. Julie agreed, highlighting the value of reflecting on one's journey and using it as a source of inspiration. They also discussed the concept of shifting from a "have to" to a "get to" mindset when approaching tasks, which can increase productivity and job satisfaction. Lastly, they talked about the significance of publishing a book and the impact it can have on others.

Julie's Upcoming Book Promotion Discussion

Michael and Julie discussed the promotion and availability of Julie's upcoming book. Julie directed attendees to her website and various bookshops for pre-sale information.

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I inspire professionals to escape the tyranny of exchanging time, energy, expertise, and talent for money by empowering them to develop multiple streams of passive income. Time and economic freedom are core liberating forces that allow us to passionately engage in our calling and significantly impact humanity and the planet.

My Story: I'm a seventh grader, and an unexpected TV special on homosexuality comes on. This is the first I've heard of homosexuality. Like a ton of rainbow bricks, I'm hit with the reality that I'm gay. This revelation, combined with undiagnosed dyslexia and schoolyard bullying, led to two decades of persistent depressive disorder. Despite feeling directionless, I graduate college, marry, and struggle with dead-end job after job.

After divorce and therapy, I earn a master's in counseling, become a university counselor, attain a PhD, and excell in higher education leadership and real estate investment.

The 2008 financial crisis cost me everything, forcing deep introspection. I realize I'm still that 7th-grade gay boy consumed with homophobic self-hatred with an intellectual inferiority complex.

Two decades after my first therapy, I confront the core issues. Step out of a closet bigger than a Kardashian's, label the intellectual challenge for the dyslexia it is, and embrace both my dyslexia and fabulous gayness. Worthy of self-acceptance and wealth, I build passive income, lead in education, and help others flourish.

Those schoolyard bullies can call me Suzie—As I live abundantly and flourish, I get the last laugh.

Possible Topics;
Five drivers that propel financial well-being to live abundantly while passionately engaged in the work of our calling.
How do multiple streams of income remove the tyranny of exchanging time for money?
Transformational growth from the inside out.

Contact Info and Social Media Links:
allen@steedtalker.com
www.steedtalker.com
www.linkedin.com/in/allenlomax/
www.facebook.com/allen.lomax/

Quick recapMichael and Allen discussed the importance of diversifying income sources for financial stability, with Allen sharing his personal journey of overcoming challenges to build a successful career. They also emphasized the significance of authentic leadership, self-discovery, and addressing core issues for personal growth. Lastly, they explored the advantages of investing in multi-family housing units and offered guidance for professionals seeking to create multiple sources of income.Next steps• Professionals to explore passive income opportunities like real estate investing, starting an online business, or investing in stocks to create multiple income streams and achieve financial independence.• Professionals to schedule a complimentary strategic consultation with Allen at steedtalker.com/strategy to clarify their vision, solve challenges, and get a blueprint for moving from exchanging time for money to financial freedom.• Listeners to consider investing in apartment complexes or commercial real estate due to high demand, stability, and potentially higher returns compared to other asset classes according to a Federal Reserve Bank study. SummaryDiversifying Income Sources and ConversationMichael and Allen had a discussion about the importance of diversifying income sources, especially in times of economic uncertainty. Michael emphasized how having multiple revenue streams can alleviate stress and provide a cushion, which Allen agreed to. The pair decided to continue an organic, unscripted discussion with Allen sharing his personal story about a special on homosexuality that exposed him to new concepts. They planned to continue the conversation for around 20 minutes.Allen's Journey to Self-Acceptance and SuccessAllen shared a candid and personal account of his struggles with dyslexia, internalized homophobia, and intellectual inferiority. He described his journey from feeling like a misfit and outcast in his school years to eventually embracing his dyslexia and sexuality, and finding self-acceptance and success. Allen shared how he overcame his challenges, including his disorienting college experience and financial loss during the 2008 recession, to build a fulfilling career in higher education and amass wealth through real estate investments. He emphasized the importance of facing and resolving one's core issues to achieve a sense of self-worth and acceptance.Leadership, Authenticity, and Self-DiscoveryAllen and Michael shared their insights on leadership, emphasizing the importance of authenticity, self-acceptance, and addressing one's core demons. Allen pointed out that everyone has unique gifts and skills to offer, and that true leadership comes from a place of authenticity and genuine concern for others. Michael added that mental health issues should not stigmatize individuals seeking therapy and that embracing one's true self is essential for personal growth. Both underscored the importance of self-discovery and self-awareness as foundational to good leadership.Diversifying Income for Financial StabilityMichael and Allen discussed the importance of generating additional sources of income to achieve financial stability and security. They highlighted that half of the Fortune 500 companies from 2000 have either been acquired or no longer exist, emphasizing the need for diversifying income streams. Allen shared his own experience of the impact of economic downturns on his business, and both agreed on the significance of engaging in one's passion to generate income and the value of having a platform to share ideas. The discussion concluded with an open invitation for others to share their thoughts on generating passive income and achieving financial goals.Wealth Building Strategies and ChallengesAllen explained the three habits of wealthy individuals: spending less than they earn, investing wisely, and saving. He highlighted real estate investment as a secure and stable avenue for wealth building, citing its potential for generating income, reducing taxes, and appreciating over time. He also mentioned other alternative investment strategies, such as purchasing existing online businesses, without personally running them. Michael noted some of the challenges of renovating and selling single-family homes for profit, emphasizing the labor-intensive nature of such ventures.Multi-Family Housing Trends and Investment OpportunitiesMichael and Allen discussed the increasing trend of multi-family housing units over single-family homes due to population growth and urbanization. They noted the rising cost of building single-family homes and the continued demand for housing, making it a secure and less volatile investment. They highlighted the importance of due diligence and seeking guidance from experts like Allen. Allen also emphasized the advantages of apartments, including affordability, mobility, and eco-friendliness. They agreed that investing in apartments was a smart choice with significant returns.Discussing Multiple Streams of Income StrategyAllen shared his approach to helping professionals create multiple streams of income to achieve financial independence and pursue their passions. He offered a complimentary consultation, usually priced at $497, to clarify their vision, solve their biggest challenges, and outline a blueprint for transitioning from exchanging time and money to financial freedom.

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SummaryIntersection of war and climate change @ 1:51Bruce Piasecki discusses research showing that the top two global concerns are now war/conflict and climate change. He believes these issues are deeply interconnected, with climate change contributing to resource scarcity and instability that can lead to military conflicts. He emphasizes the need for leaders to recognize and address this relationship.

Bridging business and social interests @ 12:14Bruce outlines six ways that the interests of business and society are converging in a "sweet spot": cutting costs, growing revenue, improving relationships, attracting talent, strengthening brands, and reducing risk. He believes this alignment creates a virtuous cycle of innovation, wealth creation, and social impact.

Shift towards social response capitalism @ 19:16Bruce shares his view that capitalism can become a force for positive social change if companies realign their focus on money, people, and rules. He sees a growing trend of "invisible Robins Hoods" in the investment community who are redirecting capital towards more sustainable and socially responsible companies.

Empowering the next generation @ 19:56Drawing on his observations of his daughter and her medical school peers, Bruce sees the next generation as naturally attuned to the intersection of business and social needs. He believes this osmotic learning will be a key driver of progress in addressing global challenges like climate change.

Recap and next steps @ 33:04Michael and Bruce wrap up the discussion, with Michael expressing interest in continuing the conversation and receiving some of Bruce's books to further explore the ideas covered. They emphasize the importance of celebrating organizations and individuals who are driving positive change.

https://en.wikipedia.org/wiki/Bruce_W._Piasecki

Click below for photo, global podcasts, and books

https://www.creativeprocess.info/interviews-15/bruce-piasecki?rq=bruce%20piasecki

For new generation cartoon on Piasecki’s competitive principles, visit, and smile with Dr. Piasecki, a Ben Franklin all over again….

www.thedoingmorewithlessguy.com

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Quick recapSummaryCEO Fit Book and Boundaries DiscussionMichael and Rebecca discussed the importance of the CEO Fit book, with a particular focus on the concept of boundaries. Rebecca shared her extensive career experience in financial services and her recent shift to advising startup CEOs. She also highlighted her passion for small businesses. Michael emphasized the significance of self-care and rest, noting that many people struggle with these aspects due to their busy and often stressful lives. Both expressed their enthusiasm for the ongoing journey of learning and growing in their respective fields.Flexibility, Adaptability, and Productivity in WorkplacesMichael and Rebecca discussed the importance of flexibility and adaptability in developing and utilizing skills across different workplaces. They both highlighted the value of experience, with Rebecca sharing her insights from managing large and small companies. They emphasized the similarity in the fundamental challenges of motivating and retaining teams, regardless of company size. Michael pointed out that productivity often increases when focusing on the essential tasks, noting that remote work during the pandemic had eliminated many distractions and allowed for more straightforward work processes. Rebecca agreed, noting the importance of focus in maintaining productivity.Multitasking and Psychological Safety in the WorkplaceRebecca argued that multitasking, such as responding to emails or texting while in a meeting, is not efficient as it distracts the brain's ability to focus on one task at a time. She suggested that this lack of distraction was a contributing factor to improved productivity. Michael emphasized the importance of creating a psychologically safe work environment where employees feel comfortable being open and transparent about personal issues. He argued that such an environment not only benefits employee well-being but also enhances retention and overall job satisfaction.Psychological Safety, Transparency, and CommunicationMichael and Rebecca discussed the importance of creating a psychologically safe and transparent work environment. Rebecca emphasized that clear communication about the company's vision and goals, and how employees' work contributes to these, is crucial for employee motivation and retention. Michael agreed, noting that clarity attracts while confusion repels. They then moved to discuss Rebecca's book, which was inspired by questions she received after speaking engagements. She shared how these questions led her to reflect on her own life and work experiences, and eventually led her to write the book.Collaborative Book Writing and Boundary SettingRebecca shared the story of how she and her personal trainer, Lillian, collaborated to write a book about fitness and wellness. The book, which was completed in 10 months, was designed to be a quick reference guide, with short chapters and Lillian's input interspersed throughout. Michael then discussed the importance of setting and respecting boundaries, emphasizing that it's not selfish but necessary to maintain one's own well-being. He highlighted the common problem of overcommitment, especially among executives and startup founders. Both Rebecca and Michael underscored the importance of establishing boundaries and the need to approach it as a partnership.Work-Life Boundaries and Self-Care StrategiesMichael and Rebecca discussed the importance of work-life boundaries and self-care in the workplace. Michael emphasized the need to keep track of delegated tasks to avoid overworking employees. Rebecca suggested renaming the term "selfish" to "self-care" and introduced the concept of "pay yourself first," likening it to building wealth. They also discussed the "parking lot" strategy, where non-urgent tasks are listed and prioritized later. This strategy was praised by Michael, who shared his own experience of using a similar method to reprioritize his workload with his manager's help. They agreed that these strategies not only increase efficiency but also make employees feel more valued andCollaborate more effectively.Effective Communication and Four Pillar CultureMichael shared an observation about the importance of understanding and utilizing the rules in games like Monopoly to gain a strategic advantage. Rebecca then discussed the significance of effective communication in driving productivity, engagement, and motivation among team members. She introduced the concept of the "four pillar culture," which emphasizes the importance of focusing on customers, employees, excellent execution, and shareholder value. Rebecca also stressed the role of communication in all aspects of the business, from vision and strategy to execution plans and annual and quarterly plans. She suggested that this approach fosters clarity in work and contributes to overall success.Parking Lot Exercises and Work-Life BalanceMichael and Rebecca discussed the benefits of using 'parking lot' exercises in their organization to allow for flexibility and adaptation. They also talked about the importance of work-life balance and how it can positively impact productivity. Rebecca shared about her book 'Fit CEO: 52 Weeks of Wellness, Wealth, and Wonder' which promotes this philosophy. Michael appreciated the book's insights and looked forward to sharing it with his audience.

Links:

LinkedIn: https://www.linkedin.com/in/r-m-k/

Website: http://rmkgroupllc.com/

Book: https://amzn.to/3RGcihy

Book site: http://fitceobook.com/

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My name is Brad Axelrad, and for over a decade now, I’ve worked with coaches, consultants, and business owners to transform struggle into strength. By helping them face their fears and dance with their dragons, I help leaders like you step into their power and create a thriving coaching business in the process.

I’ve produced over 200 live events, spoken from nearly 300 stages (live and virtual), and interviewed top thought & business leaders and bestselling authors including industry GIANTS such as John Assaraf, Bob Proctor, Don Miguel Ruiz, Gay Hendricks, Ali Brown, Michael Gerber, and many more…

Since 2010, I’ve been a proud Founding Member of ATL SoCal (Association of Transformational Leaders) and Co-Founder of ATL Costa Rica, founded in 2017.I’ve done all of this as a part of my ongoing mission to show tomorrow’s leaders how to embody success without sacrifice today—one that has seen thousands of lives transformed, just like yours CAN and WILL.

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Matt is a 20-year expert in Business Management of Professional Services Companies. He has the rare ability to understand both the technical and business sides, mapping one to the other. He took that expertise and built Bizinta (www.bizinta.com) so the system and the business became one.

https://www.linkedin.com/in/matt-lentzner/

Bizinta's Integrated Back-End System for ConsultantsMatt, the co-founder and CEO of Bizinta, presented a highly integrated back-end system designed for consulting companies. The system was initially created to manage the operations of his former finance and accounting consulting company in Silicon Valley, and it was later spun off as an independent company in 2017. The tool helps companies track their employees' skills, schedules, and billing and generates reports quickly and efficiently. Michael praised the system's ability to streamline operations and reduce silos, giving companies a competitive advantage by allowing them to focus on creative work.Leadership Roles and Software Development AdvantagesMichael and Matt discussed the advantages of having a background in software development for leadership roles. Matt's experience building systems from the ground up gave him a unique perspective, allowing him to understand and communicate effectively with his team about new features and tools. He also mentioned the advantage of quickly adapting to and implementing new features, giving his company a competitive edge. Furthermore, they discussed the importance of connecting to the development process and profoundly understanding the company's framework and capacity.Consulting Industry Challenges and OpportunitiesMatt and Michael discussed the challenges and opportunities in the consulting industry. Matt explained the unique difficulties of scaling a consulting business, contrasting it with the relative ease of scaling a product company. They identified a critical point for consulting companies: the founder can no longer personally oversee every aspect of the business due to its size and must expand the team. Michael highlighted a concerning statistic that 52% of Fortune 500 companies from 2000 have either gone bankrupt or been acquired, emphasizing the importance of growth and adaptation for businesses. They agreed on the need for a system to help manage and expand the knowledge of a consulting company to continue providing quality service to larger clients.Bizinta System for Efficient ReportingMichael and Matt discussed the impact of organizations on their communities and the importance of efficient reporting processes. Matt highlighted the advantages of their system, Bizinta, which was built with integration in mind, making it more efficient and effective than other systems. He demonstrated how the system can compare planned schedules with recorded time, enabling organizations to evaluate their performance and make necessary adjustments. Michael agreed and noted the potential for this system to auto staff adequatelyroving Staffing for Customer-Driven OrganizationsMichael and Matt discussed the challenges and inefficiencies in customer-driven organizations, such as restaurants and grocery stores, which experience fluctuating demand. Michael suggested designing the staffing to meet the demand, emphasizing the importance of proper resource allocation to ensure a good customer experience. He also highlighted the potential of this approach to improve efficiency and identify opportunities for the organization. Matt agreed with Michael's assessment and approach.Introducing MoAR for Customizable ReportingMatt introduced the MoAR, a robust reporting tool that allows users to tailor reports according to their specific needs, which can be saved and reused for their companies. Michael appreciated the flexibility of this tool, contrasting it with the inflexible and often problematic Crystal Reports. Matt emphasized the tool's potential in allowing management teams to quickly decide on the most important KPIs to track and share these among the team. The discussion indicated that this tool could be valuable for companies managing consultants, particularly those without an IT department.Bizinta's Real-Time Capabilities and EnhancementsMatt and Michael discussed their system's real-time capabilities, emphasizing its potential for immediate data reflection and decision-making. Matt explained that their company, Bizinta, continuously adds features to its platform, including a recent partnership with a payment processor for automatic invoice generation and processing. They also revealed plans to introduce a tasking system similar to Monday.com by year-end to enhance efficiency and customer service. Michael highlighted the importance of real-time information for businesses to make informed decisions and succeed.Integrating Software Systems and Company CultureMichael and Matt discussed the importance and challenges of integrating different software systems and the role of company culture in this process. Michael shared a humorous anecdote about changing error messages to bike bell sounds in a software company, highlighting the significance of a positive work environment.

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Melanie is the Founder of Leaders Who Fiction, an online book club and community that offers a unique way for people to acquire and develop leadership qualities through reading and discussing novels.

On this fast-growing platform, leaders meet on the last Wednesday of each month for intellectual, business-oriented conversations centered around a selected novel.

Melanie is also the Co-Founder of Strategic Piece, where she works with C-suite executives at growth-stage companies to deliver exceptional revenue growth by bringing together their marketing, sales, and service teams around an information-driven customer experience built on the HubSpot platform.

She has been an entrepreneur for almost a decade and witnessed what works and doesn't work in leadership and how reading fiction equips leaders with the skills they need to achieve their professional goals.

LinkedIn: https://www.linkedin.com/in/melanieabell/

https://LeadersWhoFiction.com

SummaryIntroductions and reading habits @ 0:00Michael and Melanie discussed their love of reading novels which faded during busy periods but was rediscovered, finding fiction teaches valuable life lessons better than textbooks.

Fiction novels teach leadership lessons @ 3:38Michael argued novels show complex human interactions better than business books, citing how Star Trek addressed 1960s racial issues through diverse crews solving problems together.

Reading reduces stress and improves focus @ 8:14Studies found just six minutes of reading significantly reduces stress versus other activities, with focus allowing clarity to solve problems. Leaders Who Fiction aims to prioritize this stress relief.

The value of getting 'lost' in a story @ 8:38Getting fully immersed in a story transports the mind creatively, helping forget stresses as pages turn eagerly to discover outcomes, paralleling life's journey over destinations.

COVID increased humanity in remote work @ 10:57Pandemic blurring of work and home made video calls more "human" as families joined, normalizing interruptions rather than masking imperfections.

Leaders Who Fiction book club @ 14:13Melanie founded the free monthly Zoom book club to motivate busy leaders to read fiction through accountability and discussion of novels offering career value beyond "black-and-white" business stories.

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Katy coaches and advises CEOs and founders at Series B and beyond. She helps them become more effective leaders and navigate the challenges of scaling people and operations. Her clients include some of the fastest-growing companies in the US and UK tech ecosystem, backed by leading investors, including SoftBank, First Round, Felix, Octopus, Inflexion, and more. Katy is also a coach and judge for Tech Nation Future Fifty and Upscale, Octopus Ventures, Founders Forum, Harvard Alumni Entrepreneurs, PwC Fintech, the Mayor of London Mentoring Program, and a member of the board of advisors for various startups. Her work has been featured in publications such as Forbes, Success Magazine, The Org, and Thrive Global. She shares her insights on CEO leadership, developing high-performing executive teams, and building healthy organizations at scale. Born and raised in Germany, Katy spent four years traveling the world before moving to New York City. After multiple years in the US startup ecosystem, she expanded her business to the UK, bringing a global perspective to her work with innovative and purpose-driven organizations. LinkedInInstagram Quick recapNext steps• CEOs should focus on maintaining a human approach to leadership, especially during challenging times like layoffs.• Executives cultivate a problem-solving mindset and view daily challenges as opportunities for growth.Tech Ecosystem Advisor Role and ApproachA tech ecosystem advisor, Katy shared her role and approach with Michael. She works with CEOs and executive teams, focusing on leadership, branding, operations, and scaling organizations. She differentiated her role from that of a consultant, emphasizing the importance of creating buy-in and seeing the pain points for solutions. She also highlighted her background in executive coaching. Michael acknowledged her deep understanding of an organization and the importance of her approach in integrating with the system's flow. He agreed with her that advisors should be a crucial part of the organization's DNA.Tech Industry Impact and CEO Behavior Amid PandemicKaty and Michael discussed the impact of the pandemic on the tech industry. Katy noted that many companies, especially those with large tech spikes, had little substance behind their valuations and were ultimately forced to cut costs and let people go. Katy emphasized this as a daily challenge that CEOs face, but the pandemic accelerated it significantly. Michael agreed and asked Katy for her perspective on the behavior of CEOs and leadership during this time.Impact of Pandemic on Startups, VCKaty and Michael discussed the impact of the pandemic on startups and the venture capital landscape. The pandemic led many companies to overhire and pursue products without market fit. Katy emphasized bootstrapping, validating products before scaling, and using cost-effective marketing channels. Due to a slowdown in the VC ecosystem, many companies now face difficulties raising funds and need to shift toward profitability. This poses challenges for founders who have given up significant equity but cannot achieve desired growth. Katy highlighted the need to keep teams motivated despite lacking a potential "big exit."Attracting Talent Amidst Competitor PressureMichael highlighted the tendency for companies to lose key personnel to competitors like Google and Facebook when their stock underperforms. He shared a personal experience where a potential partnership with a company ended prematurely, hinting at the challenges of maintaining long-term business relationships. Katy agreed, noting that when organizations face numerous options and distractions, it can be challenging to navigate through them effectively. She emphasized that simply adding more people to a company does not increase efficiency, implying that a change in approach is needed when a company grows.Managing Growth, Strategic Exits, and ContingenciesKaty discussed the challenges and strategies of managing a growing company. She emphasized that while there are opportunities for increased revenue through product launches in new markets, it's essential to maintain focus and consider creating separate business units to manage these endeavors. Katy also highlighted the need for a strategic exit plan, suggesting that founders should be prepared to sell when the company is in a strong position rather than holding on for a potentially lower valuation later. She also advised that founders should have contingency plans if the desired valuation is not reached, such as buying out investors or seeking secondary funding.Focusing on Process for Successful StrategyKaty and Michael discussed the importance of focusing on the process and journey in executing a successful strategy rather than solely on the end goal. Michael emphasized the value of being present and navigating through challenges and stressed the need for setting targets to ensure progress towards the desired outcome. He also believed that adapting and persevering through difficult times is a crucial characteristic of successful executives and companies.Strategies for Executive Leadership in Turbulent TimesMichael and Katy discussed strategies for executive leadership in turbulent times. Katy emphasized taking one day at a time, approaching challenges as new opportunities, and maintaining a human-centric leadership style. She also stressed the need for transparency, understanding decision-making processes, and communicating effectively, particularly during layoffs. Michael agreed, highlighting that a robust support system, including a sound board and team, was crucial to avoid executive burnout. Both underscored the significance of reputation, noting it can take years to build but can be quickly damaged.Navigating Public Life, Social Media, and LayoffsMichael and Katy had an insightful conversation about navigating public life and social media, with Michael advising Katy on how to handle different situations. Katy shared details about her work, and Michael praised her work. They also discussed the importance of understanding and respecting leaders' decision-making process during layoffs. Michael shared his personal experience with layoffs and emphasized the importance of maintaining a professional attitude.

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Rebecca is the Workplace Sector Leader of HED, one of the largest architectural and engineering design firms in the US, serving clients nationally in a broad range of market sectors including Healthcare, Higher Education, Mission Critical, Housing and Mixed-Use, Pre-K 12, Science, Manufacturing and Product Development, Workplace, Community and Government..

Her sector specializes in designing workplaces that foster creativity, collaboration, and a supportive team environment that promotes the brand, products and services, and culture of the client.

Pivoting to a new hybrid work style, HED’s LA office recently designed its own innovative workspace that features a HUB — an open activity space with material libraries, interactive projection walls, and intentional meeting spaces — to facilitate the team’s working and communication dynamics.

Rebecca is a licensed architect with 15+ years of experience leading projects for national and global brands, including BELKIN, Kennedy Wilson, Disney-Marvel, and Apple and Beats 1 Radio.

She has a depth of insight into design strategies and styles that can impact company culture, productivity, and the recruiting and retention of talent.

On the podcast, Rebecca discussed:

• How to downsize your office space the right way: understanding right-size building selection for the necessary amenity mix to draw employees back to the office.
• How intelligent workplace design can combat burnout and reduce in-office frustration.
• The fastest growing and most popular office building and workplace amenities.
• How HED LA office design and amenities facilitate company culture and productivity.

https://www.hed.design/
https://www.linkedin.com/in/rebecca-swanner-b8a9a55/
https://www.officelovin.com/2021/12/a-look-inside-heds-new-los-angeles-office/

Quick recapSummaryEvolving Office Design for Post-Pandemic WorkforceRebecca, a workplace sector leader for Harley Ellis Devereux, and Michael discussed the changing trends in office design in the wake of the pandemic. Rebecca expressed her interest in the concept of wellness in the workplace and how design can respond to the changing workforce population post-pandemic. Michael emphasized the importance of authentic employee feedback in design. They also discussed the flexibility of the podcast format, with Michael assuring Rebecca that any potential gaffes could be edited out.Evolving Office Spaces for Hybrid WorkMichael and Rebecca discussed the evolving office space and design in the context of the hybrid work era. They noted how the pandemic has altered the way people work and interact, leading to early retirements and a shift in the workforce. They underscored the importance of considering both how people work and how they live in the new office spaces. Rebecca presented the concept of designing spaces that cater to different needs, such as socializing in a "prairie" setting and feeling secure in a "woods" setting. Michael concurred, highlighting that options like these could accommodate different work styles and personalities.Creating Safe Workplace Spaces for ExcellenceMichael and Rebecca discussed the importance of creating a 'safe space' in the workplace to foster individual and team excellence. They agreed on the significance of understanding employees' work styles and personalities to optimize their work environment. Rebecca emphasized the need for thoughtful and intentional workplace design, keeping in mind that employees are not constantly present, but should still feel ownership over the space. Michael shared his own experiences working in shared spaces, highlighting the importance of the space feeling like a 'guest's home' when visiting other locations.Understanding Individual Differences in Office DesignMichael and Rebecca discussed the importance of understanding individual differences in work environments and incorporating these insights into office design. They highlighted that everyone has varying needs, with some preferring minimalistic setups. Michael emphasized the need to communicate with employees to design spaces that benefit everyone. Rebecca added that gathering information from the entire workforce, not just the C-suite, is crucial. She also pointed out a common fear among employers regarding open-ended surveys, as they worry employees might ask for things they can't provide.Employee-Driven Workspace TransformationRebecca emphasized the importance of having open, honest conversations with employees about their needs and how the workspace can accommodate their changing work habits. She pointed out that such discussions can lead to innovative solutions that go beyond superficial perks like yoga balls, while also acknowledging the potential constraints, such as budget or location limitations. Michael agreed with Rebecca's approach and shared his own experience of reducing turnover at a healthcare organization by implementing changes based on employee feedback. Both stressed the significance of making employees feel valued and creating a positive work environment.Creating Productive Work Environment StrategiesMichael and Rebecca discussed the importance of creating a productive and healthy work environment. They emphasized the need for leaders to be vulnerable and open to feedback, particularly regarding workspace and office design. Rebecca highlighted the necessity of data-driven decision-making, using a workplace strategist to understand the company's culture, schedules, and demographics before making changes. Michael expressed concerns about employees' reactions to changes in office space, stressing the potential for burnout if the new layout is not designed appropriately. Rebecca agreed, noting the importance of proper change management and employee education in effectively using the new space.Designing Spaces for Work-Life BalanceRebecca and Michael discussed the importance of work-life balance and the need for intentional space design to promote rest and rejuvenation. They explored the concept of designing spaces that can be used for various activities, such as exercise, relaxation, and social gatherings. Rebecca shared her ongoing project for a new building's interior design and programming, where they are soliciting input from their employees on the desired functionalities of the space. Michael concurred, highlighting the potential for a variety of spaces to suit different needs.Addressing Office Space and Employee Well-BeingMichael shared a humorous story from his past about the issue of unevenly sized offices due to the building's unique design. He explained how, with approval from the CEO, they ensured that all offices had the same number of ceiling tiles, despite their differing shapes. Rebecca and Michael then discussed the importance of focusing on employee well-being and the functionality of their working space, rather than trivial details like the number of ceiling tiles. They emphasized that a thriving work ecosystem involves providing employees with the tools and environment they need to succeed, and not just a uniform office layout.

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Dr. Bruce Piasecki is the president and founder of AHC Group, Inc., a management consulting firm specializing in energy, materials, and environmental corporate matters. Its clients range from Suncor Energy and the Warren Buffett firm Shaw Industries to Walgreens Boots Alliance and BP to Toyota and other global companies.

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Piasecki's influence extends beyond his consulting work. He is the author of several groundbreaking books on business strategy, valuation, and corporate change. His works, including the Nature Society’s book of the year, 'In Search of Environmental Excellence: Moving Beyond Blame, 'and the recent New York Times, USA Today, and Wall Street Journal bestseller 'Doing More With Less, 'have shaped the way businesses approach these areas.

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Since 1981, he has advised companies about the critical areas of corporate governance, energy, environmental strategy, product innovation, and sustainability.

Scott Meredith Literary Agency advises AHC Group and Bruce Piasecki on publishing matters.

SummaryGlobal Issues and Organizational Changes DiscussedMichael and Bruce had a discussion about current global issues and organizational changes over the past four decades. Bruce, a social historian, shared that his firm was hired by numerous global companies to manage change and deal with new issues. He also mentioned that in 1980, his book "Beyond Dumping" influenced Congress's attitude towards hazardous waste. They also discussed the top two global worries identified by Bruce's firm: conflicts and climate change.War and Climate Change: Managing the Intersection EffectivelyBruce and Michael discussed the relationship between war and climate change, with a focus on how to manage this intersection effectively. Bruce, who has written extensively about this topic, emphasized the need for change management and leadership to address these issues. He also highlighted how climate change can cause migration stress and shared success stories of companies like Merck that have made positive environmental impacts. Michael agreed with Bruce's perspective and expressed interest in learning more about this connection between war and climate change.Business-Society Intersection and Sweet SpotBruce and Michael discussed the intersection of business and society, highlighting a new approach that maximizes both financial and social returns. Bruce introduced the concept of the "sweet spot" where business interests and social interests meet, resulting in innovation, cost savings, revenue growth, risk reduction, brand strengthening, and improved social relationships. They also noted the benefits of attracting and retaining talent by focusing on this sweet spot. Furthermore, they emphasized the importance of purpose in today's generation and how it can lead to fulfillment and satisfaction in their work.Embracing Diverse Perspectives for Social ImpactBruce shared his pride in his daughter's career as a doctor in rehabilitation, emphasizing her dedication to societal and environmental issues. He attributed her awareness to the global community and its challenges to her medical education, which exposed her to diverse perspectives. Michael concurred, highlighting the importance of an open and curious approach to problem-solving. Both underscored the need for a collaborative and socially conscious mindset in their respective fields.Creative Force, Foundation, and RedistributionBruce discussed the concept of a 'creative force' as opposed to a 'selfish competitive force,' which he attributed to his work and personal philosophy. He mentioned the establishment of a foundation with his wife, which awards young writers on business and society. Bruce also talked about his upcoming book, 'Wealth and Climate Competitiveness,' in which he explores the concept of Robin Hood and the redistribution of wealth. Michael agreed with Bruce's ideas and emphasized the importance of social good and efficiency in organizations, stating that the two could coexist and even enhance profitability.Breakfast Leadership Network and Resilience DiscussionBruce and Michael discussed the Breakfast Leadership Network, which Michael founded 18 years ago to address burnout among executives. Michael shared his personal experience with burnout and his mission to raise awareness about preventing it. Bruce offered to send Michael some of his books to further educate him on the topic. They also discussed the importance of resilience and innovation in businesses, with Bruce sharing examples of successful companies that have implemented these principles. Michael agreed to email Bruce his contact information for future discussions.

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Tammy Alvarez, CEO and Founder of the Career Winners Circle, a world-class coaching organization.

Tammy has an unwavering commitment to advancing ambitious business leaders so they can grow their careers as far as their drive will take them. She is the creator of the Career Success Blueprint – the ultimate executive career strategy framework, Own Your Power!

https://careerwinnerscircle.com/ https://www.linkedin.com/in/tammyalvarez

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Anne is a founding partner of Gazelle Global Research and has over 30 years of experience leading a team of global research experts with international data collection, processing, and fieldwork management.

She is a PRC-certified member of the Insights Association. She has been a longtime member of WIRe, AMA, PMRG, WBENC, WBE, and ESOMAR—where she was the organization's first member to donate a membership to another professional lacking the financial resources.

SummaryAnne's Background and Giselle Global DiscussionMichael and Anne began the conversation with greetings and small talk about their surroundings. Michael informed Anne about some background noise that would be present during the conversation due to construction in his building. Anne confirmed she was ready to proceed with the discussion. The conversation was set to cover Anne's background and her work with Giselle Global, with Michael assuring her that the discussion would last around 15 to 20 minutes. Michael also mentioned that he would share details about how to find Anne at the end of the conversation.Embracing Cultural Differences in ResearchAnne, CEO of Gazelle Global, discussed the changing research industry and her company's role in helping clients navigate these changes. She and Michael emphasized the importance of understanding cultural nuances to effectively operate as a global organization. They agreed that communicating with clients in their native language fosters trust, improves communication accuracy, and shows respect for their cultural background. Michael shared his experience in running a multinational medical clinic, highlighting the need for organizations to communicate in a language that clients are comfortable with.Trust and Transparency in Business SuccessAnne and Michael emphasized the importance of trust in running a successful business. They agreed that establishing an aura of trust with clients and team members is essential, as it creates a personal connection and fosters long-term relationships. Michael noted that a lack of trust can quickly damage an organization's reputation, citing examples of companies that lost consumer trust due to various missteps. Both stressed the need for transparency, honesty, and doing the right thing to maintain trust.AI's Impact on Industry and LeadershipMichael and Anne discussed the rapid pace of change in their industry, particularly with the advent of AI. Anne emphasized the importance of being able to pivot and adapt as a leader, and highlighted how AI could significantly enhance their research process. She also stressed the need for transparency when using AI, and how it could be a valuable tool when used correctly. They both agreed that AI should be seen as a tool, not a replacement for human beings.

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Jeanine Charlton serves as Senior Vice President & Chief Technology & Digital Officer atMerchant's Fleet. A leader in her field she has was recently named one of the Top 50 Most Powerful Women in Technology by the National Diversity Council and has even been featured in a book focusing on Women Executives.

She joined Merchant’s Fleet in 2018 and provides strategic leadership to all of the company’s technology initiatives while creating a culture that celebrates innovation and collaboration.

Jeanine has an extensive Fortune 100 technology leadership background in the automotive, transportation, supply chain and manufacturing industries. She has worked at prestigious companies such as DXC Technology, Hewlett Packard Enterprise (HPE) and Electronic Data Systems (EDS).

She has served on several boards as a technology advisor including Michigan Women in Technology and Forbes Technology Council and has been a mentor in the Menttium Global Leadership Development Program for over 15 years. In 2020, she was named one of the National Diversity Council’s Top 50 Most Powerful Women in Technology and was a 2020 Chicago CIO of the Year® ORBIE® Award winner.

Jeanine attended Central Michigan University and has received training from the Arizona State University Thunderbird School of Business, Columbia University and Harvard University in executive leadership.

Quick recapThe Benefits of Diverse Career PathsJeanine and Michael, both with extensive careers in technology leadership across various industries including automotive and transportation supply chain, manufacturing, and digital sectors, discussed the value of their diverse experiences. Jeanine highlighted how her broad skill set, gained from her roles at Eds, Hewlett Packard Enterprise, Dx technology, Merchant E Suite, and her expat assignment in the UK, has been transferable across industries and beneficial in her current role. Michael concurred, emphasizing the advantages of a diverse career path, such as a broader understanding of how different systems work and the ability to adapt to various situations. They both agreed that such experiences enable individuals to bring more value to new roles or companies.Jeanine's Company's Growth Amid PandemicMichael and Jeanine discussed Jeanine's experiences during the 2018-2019 period and particularly during the pandemic. Jeanine shared how her company, a 60-year-old firm, navigated the challenges of growth and the pandemic by leaning into their innovative culture and supply chain expertise. Despite initial hesitation from investors, Jeanine's team committed to investing and using technology to adapt to changing client demands, resulting in exponential growth. Michael praised Jeanine's bravery and strategic thinking during a time of uncertainty, highlighting the value of her diverse skillset in supply chain, logistics, production, and manufacturing.Challenges in Industries Amidst Macroeconomic FactorsMichael and Jeanine discussed the ongoing challenges in their respective industries, particularly due to the impact of macroeconomic factors like rising interest rates and declining residual vehicle values. Jeanine, representing a heavy asset management company, highlighted the difficulties in managing their portfolio of assets while also ensuring fair prices for their clients and covering company costs. Michael acknowledged similar issues in the fleet management sector, including the problem of procuring parts and managing costs amidst rising inflation. Both expressed uncertainty about the future but remained hopeful that things would eventually settle into a new normal.Global Conflicts, Supply Chains, and TechnologyMichael and Jeanine discussed the impact of global conflicts on supply chains and logistics, noting the challenges and costs associated with acquiring parts from war-torn areas. They also discussed the need for domestic infrastructure to support production and the difficulties in retooling factories. Jeanine emphasized the importance of maintaining an innovative and entrepreneurial spirit amidst these challenges. They agreed on the potential of advanced analytics, AI, and other technologies to improve efficiency, customer experience, and personalized service. Jeanine's company's focus on technology advancements, connected vehicle solutions, and enhancing the ordering process for clients was highlighted.