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Win Win - An Entrepreneurial Community

141 Episodes

27 minutes | May 30, 2023
143 - Maturing Your Metrics - Bill Poole
The problem with so many businesses is they have an "immature" scorecard. What does that mean? What is it costing you? In this episode, we interview Bill Poole, who is the president of fractional sales leadership firm, Convergo (www.Convergo.co), on how to mature your metrics. Bill shares three things that make most businesses scorecard "immature," people, message, and process, and explains, with stories and examples, how to identify root causes and mature your metrics so that you can get actionable information to save more, make more, and have a predictable business you and your customers or clients can count on. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
37 minutes | May 16, 2023
142 - Back to Management Basics - Kirsten Smith
Are you or your managers & leaders so focused on doing advanced stuff that you're not doing the basics? Our guest shows you and your team how to get back to the basics of being good leaders and managers. Kirsten Smith (www.EOSWorldwide.com/Kirsten-Smith) is a Certified EOS Implementer based in Massachusetts with over 2 decades of sales leadership experience before that. Kirsten explains and recounts stories of what takes people away from the basics of good management and leadership and explains several ways to return to those foundational tools. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
35 minutes | May 9, 2023
141 - Know Your Buyer Type 3 Years Before Exit - Eric Lynn
Business owners don't often get an open session with someone who bought businesses as part of a Private Equity firm for 15 years. But they do here. Our guest in this episode, Eric Lynn (www.EOSWworldwide.com/Eric-Lynn), is a Professional EOS Implementer who spent decades as a business owner and board member in manufacturing businesses and spent 15 years buying businesses as part of a private equity group. Anyone considering selling their business in the next 3-5 years must listen to this episode. It is dense with information and examples from multiple sales from businesses his former PE firm bought, from selling his own businesses, and from the sales of his clients' businesses. He walks through the exact types and subtypes of buyers, including financial buyers, strategic buyers, and internal buyers, and explains what you should know, who you need on your side, and what difference each type of buyer makes in how you prepare for and maximize your business's value for a future exit. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
33 minutes | May 2, 2023
140 - Don't Hide Behind Policy - Matt Hahne
What are "knee-jerk processes?" When do you step over the line from good policies into being over-processed and damaging your culture and business? Our guest in this episode answers these questions. Matt Hahne, a Certified EOS Implementer (www.EOSWorldwide.com/Matt-Hahne), is a former U.S. Navy Officer and a Merchant Mariner who created and owned three successful businesses. Matt teaches using numerous examples from businesses he's worked with who hid behind processes and clung to calcified ways of doing things that hurt their culture, violated their own closely-held values, and damaged their business. Here are three great resources we talked about in the interview: -Matt's newly released Launching Leaders workshop for supervisors (www.LaunchingLeaders.com) -Patrick Lencioni's The Table Group podcast episdoe called "Principle over Policy:" https://www.tablegroup.com/161-principle-over-policy/ -The famous Netflix culture deck: https://www.peterfisk.com/wp-content/uploads/2020/02/netflix-culture-deck.pdf Matt also shares how to turn things around if you've focused more on rules and processes and not enough on hiring and inspiring the right people in your organization by leading with "context and not control." Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
34 minutes | Apr 25, 2023
139 - Psychedelics and the Entrepreneur - Joe Cohen
Psychedelics and entrepreneurship - what's the connection? Why do some business owners use them? Learn the answer in this episode. Tony Robbins said, “Success in life is 80% psychology and 20% mechanics — what you do doesn’t matter if you aren’t in the right mindset. Understanding the ways psychology can work for or against you will help you establish a healthier outlook and put you in the right mindset to execute your strategy.” Joe Cohen shares his own story and explains how psychology and mindset severely hamper leaders' effectiveness and cost them dearly if they don't work on it, as well as how some use psychedelics to facilitate this work. Joe is an executive coach and HR management consultant through his company, 40 Pillars (www.40Pillars.com), through which he has worked with leaders at companies like Microsoft, Boeing, the Navy Seals, Deloitte, Wells Fargo, and Google. You can get a deeper dive into Joe's amazing background and story in his interview in this episode of Eli Nash's In Search of More podcast: https://podcasts.apple.com/us/podcast/ketamine-therapy-psychedelic-stigmas-the-limits/id1521524896?i=1000587084699. Listen to this episode on Psychedelics and Entrepreneurship of the Win Win Podcast on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
35 minutes | Apr 18, 2023
138 - 4 Unskippable Steps to Employee Improvement - Lisa Lunsford
What do you do when you're not happy with one (or many) of your team members and think it's obvious why but don't talk with them about it explicitly? In this interview with Lisa Lunsford, Fractional COO / Integrator at Wolf's Edge Integrators, she teaches us the 4 unskippable steps she's developed and implements with her clients when you have a team member who needs to improve for their and the business's success. Click here for a one-page guide to these four steps: https://drive.google.com/file/d/1_UI4dDCsFHKiGQBVgsQCmoLYSTwr9tRL/view?usp=drivesdk Lisa talks about what's happened when she's seen leaders who see their team members doing things they see as self-evidently wrong but don't take a systematic approach to helping them correct it. She teaches the four stages of employee improvement necessary to avoid unnecessarily losing valuable team members and confirming when it really is the time to make a change. Listen to the full interview on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
31 minutes | Apr 4, 2023
137 - Creating Metrics Without Stakeholder Input - Tara Kinney
What happens when you develop or implement KPIs/scorecards/goals without buy-in from the front-line people who will provide or use the data? What kind of unnecessary conversations, process breakdowns, or data accuracy issues result? Our guest in this episode, Tara Kinney, founder and CEO of Atomic Revenue (www.AtomicRevenue.com), a revenue operations and enablement firm and an International speaker, teaches how to create and implement data in a way that people will adopt rather than fight, and which will avoid months of wasted time and effort. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
28 minutes | Mar 28, 2023
136 - Recruiting & Managing Post-Great Resignation & COVID - Jen Hamilton
The whole entrepreneurial landscape changed, first with COVID and then with the "Great Resignation." If you approach recruiting and management the same way you did before those seismic shifts in the tectonic plates of business, you'll be left behind. How should you approach leadership of your team and recruiting differently now relative to before COVID and the so-called "great resignation"? What are the differences? What happens if you don't adapt? Our guest in today's episode, Jen Hamilton, will answer these questions and more. Jen is a Fractional COO / Integrator on clients' leadership teams through our podcast host's firm, Wolf’s Edge Integrators (www.WolfsEdgeIntegrators.com/About). She is also the Head of Community at the professional association for fractional executives: Fractional Leadership. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
31 minutes | Mar 21, 2023
135 - How to Run a Fully Remote Company - Jody Grunden
Learn tools and ideas how to make your fully remote business successful in this podcast interview with Jody Grunden. Several of the things his company does were new to us so this episode will definitely teach you something new. Jody is the founder and head of Summit CPA (www.SummitCPA.net), the Virtual CFO division of Anders CPAs & Advisors. He took his virtual CFO firm from 18 people to almost 60 since he took it fully remote in 2013 and is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud. What positions do you need in your company that will make the difference between success or failure (high turnover and negative culture) in your remote company? What role does a retreat play? What mistakes should you avoid? What role does your business and financial model play in your ability to successfully grow and scale a remote company? For the answer to those questions and several others, listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
29 minutes | Mar 14, 2023
134 - When it’s time to hire REAL Talent - Matt Haney
When are you ready to hire “real talent”? What does that even mean? When is it legitimate to use less expensive or less experienced talent? When is it justified to spend the money? How do you overcome self-talk that makes you think you are not ready? Matt Haney, our guest on this episode of the Win Win Podcast, answers these questions and more. Matt is a Fractional COO / Integrator on the Wolf's Edge Consulting team and has served as an interim or fractional COO for over 5 years. He is a long-time COO and operations leaders in manufacturing, distribution, healthcare, construction and other industries. You can learn more about him at: www.WolfsEdgeIntegrators.com/About. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
59 minutes | Feb 21, 2023
133 - Do Fractional Integrators Compete With EOS Implementers? - Rachel Lebowitz
Do Fractional Integrators compete with EOS Implementers®? Do they work at all? What type of business owner should use one? What's the difference between an Integrator and an Implementer? In this far-reaching conversation, our host, Ben Wolf, who is the founder of the largest Fractional COO / Integrator firm, Wolf's Edge Integrators (https://wolfsedgeintegrators.com/), *was interviewed by our guest*, Rachel Lebowitz, who is a Professional EOS Implementer (www.EOSWorldwide.com/Rachel-Lebowitz), about everything related to Integrators, both fractional and full-time, and implementers. Rachel and her husband bought a Flexible Printing Packaging company and, within three years of implementing EOS, turned it around and grew it from 30 to 100 employees and from $10 to $30 million in revenue. She then went on to become a Professional EOS Implementer herself. Check out the conversation! Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
34 minutes | Jan 17, 2023
132 - Dangers of Not Building a Banking *Relationship* - Trey Weatherill
Our guest today shares the dangers of not having an actual ongoing relationship with your banker, and how to find the right banker, build your relationships with them, and the options this gives you when you run into the inevitable emergencies and problems in running yoru business. Trey Weatherill is a VP & Senior Relationship Manager at American Business Bank (www.AmericanBB.bank), a Southern California bank for private, closely held, medium sized businesses with revenues typically between $10-$200M. Trey explains how to use your network, test out different potential bankers, and find the right banking relationship. He explains what to do if your business is on the smaller side and you're worried you may not be able to get a banker's attention, what to do when your banker leaves your bank, and the tradeoffs between working with one of the big banks versus a local or regional bank. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
30 minutes | Jan 10, 2023
131 - Using a Coach for Strategic Growth - Scott Rahn
Our guest today, a probate litigator with a national firm, shares what he's gained from using a coach (Strategic Coach) to grow his business and improve his life. Scott Rahn is the managing partner of a RMO LLP (www.RMOLawyers.com), a trust, estate, and probate litigation firm in California, Florida, Texas, Missouri, and Kansas. He shares about his experiences with his grandmother, how he got into probate litigation, how he uses values and vision to nationally scale a practice that is incredibly situation and state-specific, what he's learned from Strategic Coach (founded by Dan Sullivan), and what he's done differently because of it. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
25 minutes | Jan 3, 2023
130 - How to Do More With What You Already Have - Adi Klevit
You need to accomplish a lot in your business but you have limited time, limited money, and a limited number of team members. How do you do more with less? Our guest in this episode, Adi Klevit, answers this question. Adi is the founder and CEO of Business Success Consulting Group (www.BizSuccessCG.com), a team of business process consultants who help organizations create and implement processes that are “followed by all” through systems and automations. Adi explains when you need to be realistic about where you are and not over-hire, overspen, or add too many technology solutions without being tethered to a cohesive strategy and your true financial and place in your own business evolution. She explains how to use relatively low cost automations and processes to do much more with very few resources. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
32 minutes | Dec 13, 2022
129 - How Not to Fall Apart in a Business Growth Spurt - Adi Vaxman
Bill Hewlett, co-founder of Hewlett Packard, is often quoted as saying that “More companies die of indigestion than starvation.” We learn from Adi Vaxman in this episode how to avoid falling apart when you experience a growth spurt. People's businesses often fail not because they never took off, but because they experienced a growth spurt they couldn't manage and fall apart or give up. Our guest, Adi Vaxman, is a Fractional COO through her firm Sheba Consulting (www.ShebaConsulting.com). Before this, she served as COO and General Manager at multiple international and VC-backed organizations. Adi explains how to recognize when you're in a growth spurt and three strategies you must use to avoid falling apart and "dying of indigestion." Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
23 minutes | Dec 6, 2022
128 - ADHD is a Superpower, Not a Curse - Peter Shankman
If you have adult ADHD and other people don't understand you or feel unsuccessful or incompetent in some environments but you're faster than everyone around you in another part of life, check out this conversation with Peter Shankman (wwwShankman.com). Peter is the host of the Faster than Normal podcast, the Internet’s #1 podcast on ADHD, 5x best selling author, including one book I read recently, Faster Than Normal: Turbocharge Your Focus, Productivity, and Success with the Secrets of the ADHD Brain (https://www.amazon.com/Faster-Than-Normal-Turbocharge-Productivity/dp/0143131222), is the founder of HARO – Help A Reporter Out, and is an international keynote speaker primarily on the topic of Customer Experience. In this interview, Peter Shankman shares what things were like before he was diagnosed and realized he had ADHD in his 30's, how you can reengineer your environment to maximize your strengths and minimize ADHD's downsides, he explains the "neuro-atypical economy" and what it means for your business, and shares two top rituals and habits people can use to maximize the benefits and mitigate the disadvantages of having a "faster than normal" brain. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
33 minutes | Nov 29, 2022
127 - Stop Killing Your Low-Hanging Fruit - Darrell Amy
How do you stop killing your low-hanging fruit by cross selling to your current client base? Find out in this podcast interview with Darrell Amy, host of the Revenue Growth Podcast and Founder/CEO of Convergo (www.Convergo.co), a sales consulting firm that helps B2B companies use a business operating system to create and execute revenue growth goals. Darrell describes the low-hanging fruit most people leave rotting on the vine, the common behavior patterns and ways of thinking that drive this, and how it hurts people. He then teaches what “100% Sold” means, the three levels on which people should track “100% sold," and what people should do with account management to get to 100% sold. Listen to the full interview on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
34 minutes | Nov 22, 2022
126 - 4 “Disabilities” That Make People Great Entrepreneurs - Justin Breen
What are the 4 “disabilities” that make people great entrepreneurs? Justin Breen, author of Epic Business and his new book, Epic Life: How to Build Collaborative Global Companies While Putting Your Loved Ones First (https://www.amazon.com/Epic-Life-Collaborative-Companies-Putting-ebook/dp/B0B7QLBDLM) is the founder and CEO of PR firm BrEpic Communications (www.BRepicLLC.com). Justin describes how most highly driven great entrepreneurs he's encountered have one, and as many as all four, of the following four things in common: 1. ADHD 2. Dyslexia 3. Aspergers/ASD 4. Extremely high IQ Perhaps this describes you. Perhaps it describes someone in your life. Justin breaks down what makes people with these qualities so successful, what personal challenges and traumas they face, and how to make a huge difference as an entrepreneur while still putting your family and relationships first. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
29 minutes | Nov 15, 2022
125 - How to Declutter Your Professional and Personal Life - Andrew Mellen
Learn how to declutter your professional and personal life in this episode with Andrew Mellen, a professional organizer, coach, speaker, and trainer (learn more at www.AndrewMellen.com). Andrew explains what it looks like when people feel overwhelmed and disorganized, whether in their personal or professional lives, what they THINK the issue is, what the real issue is, and how to "call BS on Busy," and exactly how to unclutter your mind. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
28 minutes | Nov 8, 2022
124 - How to Do More with Less in Business - Crista Grasso
Learn how to do more with less in business from our guest in this episode, Crista Grasso, founder of Lean Out Method, which helps entrepreneurs scale their business simply & sustainably (www.LeanOutMethod.com). If you find yourself in your business in between the solopreneur phase of business and being a small business ready to truly scale with a management system like the Entrepreneurial Operating System (EOS) or System and Soul, what do you do? You're overwhelmed and have mostly executors on your team, are in the high 6 figure revenue level, or low 8 figures, and you're not sure how to set up the team and processes necessary to start having a self-managing business. What are your options? Crista explains how to bridge the gap and how to cut back and "lean out" so you can free yourself and your cash flow up to do what's necessary to get to the next level. Listen to the show on Apple podcasts (https://podcasts.apple.com/us/podcast/win-win-an-entrepreneurial-community/id1465488607), wherever you normally get your podcasts, or listen on the web at www.FractionalLeadership.io/Podcast.
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