Episodes
Wednesday Dec 13, 2023
191: Divide-and-Conquer Partnership with Kyle Geers
Wednesday Dec 13, 2023
Wednesday Dec 13, 2023
Kyle Geers is the CEO and Co-Founder of Zeroed-In Consulting, an accounting firm that strives to ease the pain points within a business through breakthrough technologies and continuous innovation. We discuss the foundations of a strong business partnership, the things you must do before entering a 50-50 partnership, and how AI is disrupting accounting and finance consulting.
Timestamps
[00:00] Introduction
[01:20] Kyle's entrepreneurial journey
[04:04] How to divide and conquer a 50-50 partnership
[06:32] Is a 50-50 partnership right for you?
[09:00] Ways to ensure all your partnerships succeed
[10:51] What Kyle learned in the first few years of being in a partnership
[12:34] Things you must do to maintain a strong business partnership
[14:58] How technology is impacting accounting and finance consulting
[19:40] Where to start with better accounting systems
[22:40] What to expect from working with Zeroed-In Consulting
[24:20] The role of AI in finance and accounting
[27:40] Parting thoughts
Links and Resources
Steve and Greg Cleary's Book Pinnacle: Five Principles that Take Your Business to the Top of the Mountain
Work with Steve - Stevepreda.com
Connect with Steve on LinkedIn
Kyle's email: Kyle@Zeroed-inconsulting.com
Tuesday Dec 12, 2023
190: Future-Proof Your Startup with Ari Tulla
Tuesday Dec 12, 2023
Tuesday Dec 12, 2023
Ari Tulla is a serial entrepreneur and the CEO of Elo Health, an AI personalization engine delivering the exact nutrients to live better. We discuss practical ways to future-proof your startup, the benefits of starting small, and the 3 things every startup must do to succeed.
Timestamps
[00:34] Ari's entrepreneurial journey
[04:50] Elo Health and what they do
[07:34] The 3 things every startup company must do to succeed
[10:49] The benefits of starting small
[13:34] How to know it's the right time to implement your idea
[19:00] Creative ways to test your market
[24:10] Marketing is all about building funnels
[26:27] How to continuously optimize your funnels
[29:36] How to connect with Ari and Elo Health
[33:24] Parting thoughts
Links and Resources
Steve and Greg Cleary's Book Pinnacle: Five Principles that Take Your Business to the Top of the Mountain
Work with Steve - Stevepreda.com
Connect with Steve on LinkedIn
Tuesday Dec 05, 2023
189: Discover Your Ideal Self with Doug Lennick
Tuesday Dec 05, 2023
Tuesday Dec 05, 2023
Doug Lennick is a best-selling author, CEO, and Co-Founder of Think2perform, an agency specializing in performance development for individuals and teams. We discuss effective tips for improving self-awareness, ways to become a top performer in all aspects of your life, and how to uncover your ideal self.
Timestamps
[00:34] Doug’s entrepreneurial journey
[02:30] Why self-awareness is crucial for top performance
[06:36] The game of life is largely about personal growth
[09:56] Navigating the good and the bad of everyday life
[12:35] The three mindsets you need to become a success
[13:52] The Freeze Game and why it’s so effective
[16:43] Learning to pay attention
[21:52] The true definition of leadership
[23:28] How reflecting can improve your life
[26:16] How to reframe any situation
[27:47] Ways to become better at decision-making
[32:27] Don’t wait for someone else to fix it
[36:11] What are your values? - Deciding what's important in life
[41:55] How to connect with Doug Lennick
[43:03] Parting thoughts
Links and Resources
Steve and Greg Cleary's Book Pinnacle: Five Principles that Take Your Business to the Top of the Mountain
Work with Steve - Stevepreda.com
Connect with Steve on LinkedIn
think2perform | Apply Your Values to Drive Leadership, Growth, and Teamwork
Don't Wait For Someone Else to Fix It: 8 Essentials to Enhance Your Leadership Impact at Work, Home, and Anywhere Else That Needs You by Doug Lennick and Chuck Wachendorfer
Stolen Focus: Why You Can't Pay Attention—and How to Think Deeply Again by Johann Hari
One Decision Away: Key Principles To Create What You Want in Life and Work by Paula Melo Doroff
Neuroscience for Leadership: Harnessing the Brain Gain Advantage (The Neuroscience of Business by T. Swart, Kitty Chisholm Paul Brown
Tuesday Nov 28, 2023
188: Scale Your Finance Function with Jason Kruger
Tuesday Nov 28, 2023
Tuesday Nov 28, 2023
Jason Kruger is the President and Founder of Signature Analytics, an accounting firm providing outsourced accounting and strategic financial solutions to mid-sized companies who need more clarity from their financial data. We discuss the best way to get the most out of your finance data, how to uncover your business’ profit drivers, and the future of AI in finance.
Timestamps
[00:00] Introduction
[03:57] The foundation of a strong finance function
[05:40] Why every business needs an efficient finance department
[08:39] How to uncover the profit drivers in your business
[12:37] How to get the most out of your people, processes, and technology
[17:55] Power BI and why it’s so effective
[20:32] AI in the finance world
[24:09] Parting thoughts
Links and Resources
Steve and Greg Cleary's Book Pinnacle: Five Principles that Take Your Business to the Top of the Mountain
Work with Steve - Stevepreda.com
Connect with Steve on LinkedIn
Jason’s email: JKruger@signatureanalytics.com
Tuesday Nov 21, 2023
187: How to Never be Offended with Ben Johnson
Tuesday Nov 21, 2023
Tuesday Nov 21, 2023
Ben Johnson is the CEO and Founder of Particle41, a global software consultancy that offers end-to-end product development services. We discuss ways to ensure you never get offended, why extreme ownership is crucial for business success, and the benefits of using private AI.
Timestamps
[00:00] Introduction
[02:32] Management Blueprint: The How to Never Be Offended Framework
[06:01] Drop the victim mindset and take responsibility
[09:39] How to effectively use power reframe questions
[11:06] How to turn every situation into something positive
[13:13] The concept of extreme ownership
[15:42] How to ensure all your activities have positive outcomes
[18:21] What it means to build a business in the cloud
[21:35] Ways to get to continuous releases faster
[23:07] Journey toward an AI-driven economy
[28:13] All you need to know about private AI
[32:34] Parting thoughts
Links and Resources
Steve and Greg Cleary's Book: Pinnacle: Five Principles that Take Your Business to the Top of the Mountain
Work with Steve - Stevepreda.com
Connect with Steve on LinkedIn
Ben’s Email address: Ben@particle41.com
Tuesday Nov 14, 2023
186: Tap into an Instant Workforce with Scott Absher
Tuesday Nov 14, 2023
Tuesday Nov 14, 2023
Scott Absher is the Co-Founder and Chief Executive Officer at ShiftPixy, a next-gen gig economy platform revolutionizing today’s shift workforce. We discuss the future of the shift economy, how to use AI to manage your workforce, and ways to get an endless supply of shift workers.
Timestamps
[00:00] Introduction
[00:50] Scott's entrepreneurial journey
[04:20] The Load Balancing Framework
[06:45] How ShiftPixy deploys shift workers successfully
[09:10] How to use AI to manage your workers
[11:10] The psychographic of part-time workers in the shift economy
[13:05] The type of companies that use ShiftPixy
[15:01] How to set up the Load Balancing framework
[17:33] Understanding the demand and supply of shift workers
[19:39] Parting thoughts
Links and Resources
Steve and Greg Cleary's Book: Pinnacle: Five Principles that Take Your Business to the Top of the Mountain
Work with Steve - Stevepreda.com
Connect with Steve on LinkedIn
Tuesday Nov 07, 2023
185: Make Your Sales More Productive with Joel Stevenson
Tuesday Nov 07, 2023
Tuesday Nov 07, 2023
Joel Stevenson is the CEO of Yesware, a sales engagement software that helps high-performing sales teams do meaningful email outreach at scale. We discuss the future of sales outreach, ways salespeople can become more productive, and the fastest way to drive awareness for your products.
Timestamps
[00:00] Joel's entrepreneurial journey
[02:48] Joel's framework for customer acquisition
[06:43] The most important metric to track in your sales process
[08:34] Sales forecasting best practices
[09:47] Tips to help you reduce customer churn
[13:38] How does Yesware work?
[14:55] How to optimize your sales process over time
[17:09] The future of sales outreach
[20:40] How to get the most out of sales and marketing
[22:41] The fastest way to drive awareness for your products
[24:35] Parting thoughts
Links and Resources
Steve and Greg Cleary's Book: Pinnacle: Five Principles that Take Your Business to the Top of the Mountain
Work with Steve - Stevepreda.com
Connect with Steve on LinkedIn
Tuesday Oct 31, 2023
184: Structure Your Success in 4 Steps with Patrick Esposito
Tuesday Oct 31, 2023
Tuesday Oct 31, 2023
Patrick Esposito is the CEO and Founder of Initiative Labs. He is also the President and Co-Founder of ACME General Corp, a company focused on driving rapid innovation in the national security space. We break down the four steps in the structure of success framework, how to achieve continuous success in your business, and the benefits of having an agile business process.
Timestamps
[00:40] Patrick's entrepreneurial journey
[03:15] What is the Structure of Success framework?
[05:46] The four-step is the success framework
[10:27] Understand that success is a continuous process
[12:28] The benefits of having an agile process
[14:45] The eight decision categories
[16:56] Why business owners dislike the term governance
[21:03] Business owners navigating disasters and succession planning
[22:42] Parting thoughts
Links and Resources
Steve and Greg Cleary's Book: Pinnacle: Five Principles that Take Your Business to the Top of the Mountain
Work with Steve - Stevepreda.com
Connect with Steve on LinkedIn
The Structure of Success: A Framework to Help Build Your Business Better by Patrick Esposito
Patrick's LinkedIn
Wednesday Oct 25, 2023
183: Make Money by Doing Good with Ricky Marton
Wednesday Oct 25, 2023
Wednesday Oct 25, 2023
Ricky Marton is the Founder & CEO of Koru, an easy-to-use software service that helps companies build a balanced and diversified impact portfolio through strategic partnerships. We discuss how you can become profitable by doing good in society, why you need to focus on ESG as a small business, and how businesses can become a catalyst for societal change.
Timestamps
[00:40] Ricky's entrepreneurial journey
[01:41] The benefits of focusing on ESG as a small business
[02:53] How ESG impacts talent acquisition
[05:20] Do customers really care about ESG?
[07:32] Why ESG performance is important for investors
[11:17] Ways your company will benefit from supporting the community
[12:52] Impactful ESG use cases in business
[16:28] Businesses as a catalyst for societal change
[18:14] Who is a Private Impact Expert?
[10:50] How to take advantage of ESG opportunities
[23:17] Parting thoughts
Links and Resources
Steve and Greg Cleary's Book: Pinnacle: Five Principles that Take Your Business to the Top of the Mountain
Work with Steve - Stevepreda.com
Connect with Steve on LinkedIn
Ricky's website - www.koru.global
Tuesday Oct 17, 2023
182: Become a Serendipity Magnet with Noah Graff
Tuesday Oct 17, 2023
Tuesday Oct 17, 2023
Noah Graff is a Machinery Dealer, Vice President, and Treasure Hunter at Graff-Pinkert & Co, a family-owned, 75-year-old firm dedicated to selling great machine tools to the turned parts industry. We discuss why luck is all about connecting the dots, how to become a serendipity magnet, and why weird deals make the most money.
Timestamps
[00:57] Noah's entrepreneurial journey
[04:26] Noah's management blueprint
[07:41] What are serendipity bombs?
[10:01] The most important aspect of being lucky
[14:22] Why luck is all about connecting the dots
[20:40] The type of deals that make the most money
[22:02] What the Serendipity Journal is all about
[24:50] How to become a serendipity magnet
[26:36] Parting thoughts
Links and Resources
Steve and Greg Cleary's Book: Pinnacle: Five Principles that Take Your Business to the Top of the Mountain
Work with Steve - Stevepreda.com
Connect with Steve on LinkedIn
The Serendipity Mindset: The Art and Science of Creating Good Luck by Christian Busch