Management Blueprint
89: Give Your Stakeholders a Say with Eric Brotman

89: Give Your Stakeholders a Say with Eric Brotman

April 18, 2022

Eric Brotman is the CEO of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. He is also the author of Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age. We talk about multi-generational financial planning, the benefits of flexible leadership, and why retirement should not mean the end of your productive life. 

 

Time Stamps

[00:43] Eric's entrepreneurial journey

[03:24] Eric's experience with management blueprints

[06:54] The benefits of flexible leadership

[09:31] Understanding visionary leadership and why it's so effective

[12:39] Why some entrepreneurs sell shares to their best-performing employees

[14:35] What is multi-generational planning?

[18:50] How multi-generational planning helps families avoid internal conflict

[21:47] How Eric helps young multi-generational planners gain experience in the field

[23:26] Eric's multi-generational planning and financial literacy tools

[27:07] Collaborative financial planning and the role of the advisor

[30:51] Why retirement should not mean the end of your productive life

[32:58] The retirement problem and why some retirees go back to working

[35:52] Growth drivers at Eric's firm BFG Financial Advisors

[38:11] Parting thoughts 

 

Links and Resources

Eric's LinkedIn

Brotman Consulting Group

Bfgfa.com

Don't Retire... Graduate by Eric Brotman 

Don't Retire...Graduate Podcast

Buyable: Your Guide to Building a Self-Managing, Fast-Growing, and High-Profit Business

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88: Promote Employee Supremacy with Andy Alsop

88: Promote Employee Supremacy with Andy Alsop

April 11, 2022

Andy Alsop is the inventor of the Employee Supremacy Operational Model and the CEO of The Receptionist, a leading iPad-based visitor management solution installed in more than 5500 locations worldwide. We talk about the effectiveness of visitor management solutions, employee supremacy at the workplace, and how company cultures influence employee loyalty. 

 

Time Stamps

[00:30] Andy’s entrepreneurial journey

[03:29] The competitiveness of the virtual receptionist market

[04:44] How Andy’s company competes with venture-backed companies

[07:21] The Employee Supremacy Operating Model

[10:27] How to discover your ‘Just Cause’ and understand your ‘Why’

[12:20] How Andy and his team developed their company ‘Why’

[13:51] The benefits of having Employee Supremacy

[16:37] How businesses can prioritize employee needs on a daily basis

[20:12] A practical look at Employee Supremacy at the workplace

[22:28] Why you need to build trust within your teams

[23:23] Understanding the key aspects of a visitor management solution

[23:53] Unique functionalities from visitor management solutions

[29:32] The future of visitor management solutions

[33:15] The great resignation and AI taking over jobs

[34:51] How company cultures influence employee loyalty

[37:20] How to incorporate employee supremacy into your company culture

[40:38] Parting Thoughts

 

Links and Resources

Andy’s LinkedIn

TheReceptionist.com

TheReceptionist.com/employee-supremacy

The Infinite Game by Simon Sinek 

Traction by Gino Wickman

Buyable: Your Guide to Building a Self-Managing, Fast-Growing, and High-Profit Business

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87: Find Your North Star Metric with Peter Lehrman

87: Find Your North Star Metric with Peter Lehrman

April 4, 2022

Peter Lehrman is the CEO of Axial, a private deal network serving professionals who own, advise, and invest in North American lower middle-market companies. We talk about the North Star Metric, the due diligence checklist for buying a business, and the benefits of having perseverance in business. 

 

Time Stamps

[01:32] Peter’s entrepreneurial journey

[05:47] Peter’s experience with management blueprints

[07:16] The North Star Metric

[11:07] Axial’s North Star Metric

[14:05] How Axial subtly leads customers into signing an NDA

[16:59] Why businesses need to custom-adjust their management frameworks

[18:46] The importance of having perseverance in business

[22:17] The complex process of buying or selling a business

[26:44] The key identifiers of small businesses in the US

[31:27] Technology adoption and incorporation at Axial

[34:13] How Peter and his team create reach for business buyers and sellers

[36:37] Buying a business: Due diligence checklist

[39:29] Parting Thoughts

 

Links and Resources:

Axial.net

Peter’s Twitter Handle

Peter’s LinkedIn

The North Star Playbook

Buyable: Your Guide to Building a Self-Managing, Fast-Growing, and High-Profit Business

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86: Work Yourself Out of Business with Marie Hale

86: Work Yourself Out of Business with Marie Hale

March 28, 2022

Marie Hale is the CEO of @revenue, an innovative sales and marketing company that empowers small and medium-sized business owners to create and lead successful sales teams as well as execute full scale marketing strategies. We talk about the benefits of having a solid management blueprint, Professional Love in sales, and the key features in a custom-crafted CRM system.

 

Time Stamps

[00:33] Marie’s entrepreneurial journey

[03:01] How to get sales and marketing to work together

[05:35] Professional Love and why it’s such an effective selling strategy

[07:06] How salespeople can get buyers to open up about their feelings

[09:47] Marie’s experience with management blueprints

[12:07] Marie’s key takeaway points from the E-Myth Framework

[13:44] The benefits of having a solid management blueprint

[15:12] How to systematize your business with little to no disruption

[17:45] Key features in a custom-crafted CRM

[20:55] Why all businesses need a clear and succinct CRM system

[22:03] Marie’s automate, duplicate, delegate, and elevate framework.

[25:31] Why you need to automate your project management software

[28:46] Understanding the automation piece in a project management software

[31:05] How Marie’s company builds and sustains growth

[35:53] Parting thoughts

 

Links and Resources

@revenue.com

Marie’s LinkedIn

FWDrevolution.com

Buyable: Your Guide to Building a Self-Managing, Fast-Growing, and High-Profit Business

https://StevePreda.com

85: The Magic of Peer Groups with Ken Wingate

85: The Magic of Peer Groups with Ken Wingate

March 21, 2022

Kenneth Wingate is the founder and president of North Point Builders, a general contractor focusing on designing and building government facilities, hospitals, medical centers, K-12 schools, universities, churches, and community centers. We talk about the benefits of having a business mentor, tips for growing a general contractor business, and the average number of employees in small businesses in the US. 

 

Time Stamps

[00:43] Kenneth’s entrepreneurial journey

[04:29] Kenneth’s experience with management blueprints

[06:42] The benefits of joining a peer group for CEOs and entrepreneurs

[08:05] Why every entrepreneur needs a business mentor

[10:30] The key differences between a general contractor and a specialist subcontractor 

[12:44] Roles and responsibilities of a general contractor

[14:36] How general contractors get new business 

[17:32] Negotiated contracts versus competitive bidding

[19:56] Why Ken and his team love bidding against other industry giants in their space

[23:09] Tips for growing a general contractor type of business

[27:36] Why sometimes it doesn’t make sense to grow your business

[29:44] The average number of employees in most small businesses in the US

[33:34] Parting thoughts

 

Links and Resources

Ken’s LinkedIn

Northpointbuilder.com

Get in touch with Ken and his team via: 410-477-8541.

Buyable: Your Guide to Building a Self-Managing, Fast-Growing, and High-Profit Business

Complete the Buyability Assessment for Your Business

https://StevePreda.com

84: Build Topical Authority with Charles Frydenborg

84: Build Topical Authority with Charles Frydenborg

March 14, 2022

Charles Frydenborg is the CEO of MarketMuse, an AI-driven platform that helps transform how content creators research, plan, and craft their content. We talk about how to keep up with Google’s ever-changing search algorithm, the key elements of an effective content marketing strategy, and why written content is here to stay.

 

Time Stamps

[00:32] Getting to know Charles Frydenborg

[02:34] Charles’ experience with management blueprints

[04:51] Charles shares his favorite parts of the EOS framework

[06:09] How MarketMuse helps businesses improve the quality of their content

[08:23] How to keep up with Google’s ever-changing search algorithm

[09:48] The key elements of an efficient content marketing strategy

[14:22] Natural Language Generation(NLG) and why it’s so important

[14:53] The future of content marketing

[17:37] The growth of video content and why written content is here to stay

[18:47] The biggest challenges affecting AI-powered software companies

[20:43] MarketMuse’s big, hairy, audacious goals

[21:35] How to measure and create good quality content

[23:22] Become an expert in your content creation strategy

[25:04] Parting thoughts

 

Links and Resources

Charles’ LinkedIn

Marketmuse.com

Charles’ email address: Charles@Marketmuse.com

Buyable: Your Guide to Building a Self-Managing, Fast-Growing, and High-Profit Business

Complete the Buyability Assessment for Your Business

https://StevePreda.com

83: Position Your Business with Saleema Vellani

83: Position Your Business with Saleema Vellani

March 7, 2022

Saleema Vellani is an award-winning innovation strategist, serial entrepreneur, professor, and author of the book Innovation Starts With ‘I.’ She is also the Founder and CEO of Ripple Impact, an accelerator and community that helps entrepreneurs grow their businesses. We talk about innovation in today’s business environment, how to future-proof your business, and the benefits of adopting a hybrid-preneurship lifestyle.

 

Time Stamps

[00:37] Saleema’s entrepreneurial journey

[04:57] Ripple Impact’s core mission and business framework

[06:51] Saleema’s experience with management blueprints

[10:14] Understanding the Business Positioning Canvas

[10:58] Why Saleema wrote the book Innovation Starts with I

[14:45] How to Future-Proof your business

[16:43] How technology is disrupting the workplace and replacing workers

[18:31] Why you need to embrace the hybrid-preneurship lifestyle 

[20:16] Understanding the concept of hybrid-preneurship

[22:59] Sweet Spot Mapping and why it’s so effective

[25:14] The history of Saleema’s Action Priority Matrix 

[26:08] Stages of an entrepreneur’s journey to success

[28:58] Parting thoughts

 

Links and Resources

Saleema’s LinkedIn

Saleemavellani.com

Rippleimpact.co

Innovation Starts With I by Saleema Vellani

Buyable: Your Guide to Building a Self-Managing, Fast-Growing, and High-Profit Business

Complete the Buyability Assessment for Your Business

https://StevePreda.com

82: Build A Custom Operating System with Pramod Raheja

82: Build A Custom Operating System with Pramod Raheja

February 28, 2022

Pramod Raheja is the CEO and co-founder of Airgility, a leading designer and manufacturer of autonomous, unmanned aerial systems (UAS). He is also a pilot with 25 years of experience captaining passenger flights with United Airlines. We talk about the unmanned aerial systems industry, the benefits of having a daily/weekly huddle, and the effectiveness of work management systems. 

 

Time Stamps

[00:47] How does a pilot juggle between entrepreneurship and flying planes?

[02:16] Pramod’s entrepreneurial journey

[03:42] How Pramod got into the franchising business

[06:10] Pramod’s experience with management blueprints

[08:06] The benefits of modifying a management blueprint to fit your business

[08:51] The weekly Huddle and why it’s so important

[11:05] Monday.com: Pramod’s go-to work management software

[12:31] Work management systems and dashboards

[14:58] Dissecting the unmanned aerial systems market

[17:36] Safety protocols for unmanned aerial systems

[19:26] Trends and future market projections for the drone industry

[21:23] Accurate drone hovering and other tech advancements in the drone industry

[24:04] AI use in unmanned aerial systems

[25:36] Drone legislation and safety regulations in the US

[27:26] Growth drivers for Pramod’s company Airgility

[32:11] Parting thoughts

 

Links and Resources

Pramod’s LinkedIn

Airgility.com

Monday.com

Buyable: Your Guide to Building a Self-Managing, Fast-Growing, and High-Profit Business

Complete the Buyability Assessment for Your Business

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80: The 4 Pillars of Building Value with Geoff McDonald

80: The 4 Pillars of Building Value with Geoff McDonald

February 21, 2022

Geoff McDonald is the CEO and President of Geoff McDonald and Associates, a leading injury law firm focused on protecting injury victims and their families from insurance companies. We talk about the results-only work environment, the 20-mile march in business, how businesses can find their core focus.

 

Time Stamps

[00:33] Jeff’s entrepreneurial journey

[06:03] Entrepreneurship: From humble beginnings to building empires

[07:47] Geoff’s experience with management blueprints

[12:58] OKR management for budding teams

[16:06] The Results-Only Work Environment (ROWE)

[18:49] What is a Core Focus?

[23:06] How Geoff and his team strive to be servants

[26:23] Understanding the 20-mile march concept

[29:55] The one phrase that perfectly describes Jeff’s company

[32:51] Parting thoughts

 

 Links and Resources

Mcdonaldinjurylaw.com

Geoff’s Contact Information - 804-888-8888

Mastering the Rockefeller Habits by Verne Harnish

Traction by Gino Wickman

Measure What Matters by John Doerr

Buyable: Your Guide to Building a Self-Managing, Fast-Growing, and High-Profit Business

Complete the Buyability Assessment for Your Business

https://StevePreda.com

79: Ignite the 4 Dimensions of Your Events with Don Neal

79: Ignite the 4 Dimensions of Your Events with Don Neal

February 14, 2022

Don Neal is the Founder of 360 Live media, an award-winning event strategy, marketing, and design agency that helps associations maximize the impact of their events. We talk about the reasons why people attend events, the rise of the experience economy, and the effectiveness of a premium pricing strategy.  

 

Time Stamps

[00:30] Don Neal's entrepreneurial journey

[01:35] The scary aspects of Don’s entrepreneurial quest

[02:37] The building of a strategic business plan

[05:01] Don’s experience with management blueprints

[07:05] How to emotionally detach yourself from your business

[09:51] The four dimensions and the six R's in Don’s management blueprint

[13:16] Reasons why people attend events

[15:22] The rise of the experience economy

[16:59] How 360 Live Media pivoted to virtual events during the pandemic

[19:25] How Don used trust to convince his clients to move with him to the virtual events space

[20:32] Premium pricing strategies and why they can be so effective

[23:16] Leading strategic change in associations

[28:01] How Don successfully sold his company

[30:51] Parting thoughts

 

 Links and Resources

Don's LinkedIn

360 Live Media

The Experience Economy by Joseph Pine

Buyable: Your Guide to Building a Self-Managing, Fast-Growing, and High-Profit Business

Complete the Buyability Assessment for Your Business

https://StevePreda.com

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