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Ron and Ed welcomed to the show the author of Ed's favorite book of 2019, The Case Against Reality, Professor Donald D Hoffman. (Or do they.) Donald Hoffman received a Bachelor of Arts degree in quantitative psychology from the University of California at Los Angeles (UCLA) in 1978 and earned his Doctorate of Philosophy in computational psychology at the Massachusetts Institute of Technology (MIT) in 1983 under David Marr and Whitman Richards.

As the founder and principal disrupter of ZTX Advisors, Jose Zavala has 8 years of public accounting experience. Jose spent his career working with small and medium-sized businesses through various CPA firms. He specializes in the intricacies of running small and medium-sized businesses. You will be well looked after with Jose’s background in advisory as well as income tax preparation and planning services. Jose’s claim to fame is having played one year of college soccer at Alvin Community College.

David Jenyns' entrepreneurial journey began in his early twenties when he sold Australia’s most beloved sporting venue, the Melbourne Cricket Ground. Since then, his business experience has spanned from franchising retail clothing stores to founding one of Australia’s most trusted digital agencies, Melbourne SEO Services. In 2016, he successfully systemized himself out of that business, hired a CEO, and stepped back from the daily operations. Through this process, he became a systems devotee, founding SYSTEMology. Today, his mission is to free all business owners worldwide from the daily operations of running their business.

Gene is the CEO of The Marks Group and also the host of a weekly podcast called "Small Biz Ahead" with The Hartford.  If you want to check out some of the episodes visit sba.thehartford.com

Michelle Seiler Tucker is the Founder and CEO of Seiler Tucker Incorporated. Michelle also owns many other businesses in several different industries. As a 20-year veteran in the M&A industry, she is regarded as the leading authority on buying, selling, fixing, and growing businesses. Through her firm, she has sold over a thousand businesses in almost every vertical and has a remarkable track record of success. Visit exitrichbook.com for a special offer for podcast listeners. 

Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk to Dan Cousins, President of a long term Sage CRM specialist, My CRM Manager, based in Toronto, Canada. In this episode, Jeff continues the conversation with Dan about the value of Sage CRM as a hybrid cloud system and we all talk further about managing the evolution of customer need once they are on their CRM journey

RC Peck is the Chief Investment Officer at Fearless Wealth Corp. For twenty years, RC has challenged traditional investment ideas like the 60/40 split, diversification, and rebalancing. He noticed that an investor only needed to know two things and make decisions based on those two things as a more accurate approach than having someone look at their age and self-described risk tolerance. Considered one of the early clinical experts on behavioral investing, he figured out that behavior was the key to avoiding large and potentially catastrophic falls.

Ron and Ed welcomed the author of The Automatic Customer, John Warillow. John's work has been a staple of the presentations that Ron and Ed have given on subscription-based pricing since the beginning. His nine models for subscription businesses lay the foundation for almost all subscriptions you will encounter. Join us for what promises to be an enlightening conversation.

Chris Hull is the Co-Founder and CPO at Otus. Otus is the first edtech platform to centralize learning management, assessment, and data for educators, students, and families. Chris was named a “20 To Watch” Educational Technology Leader by the National School Boards Association. Otus serves 160 unique school districts with over 1,000,000 monthly users and has grown revenue by 300% annually.

Mike Couch has 20 years of marketing, sales, and technology experience bringing innovative solutions that drive value to enterprise organizations.  Mike takes pride in being an early adopter of new technologies, pivoting and finding success through controlled failures. Mike is an avid writer and presenter at multiple conferences.  His focus on leveraging data to drive better decision making and building alignment between sales, marketing, and technology groups has been a topic to audiences worldwide.   

An annual favorite, Ron and Ed talked about the best books they each read in 2020. Sometimes there is overlap, other times none. All book links are below including a special top 5 list that specifically includes authors interviewed on the show. Let’s start with a quote: “You don’t have to get people to burn books to destroy a culture. Just get people to stop reading them.” — Ray Bradbury, Sci-fi Writer

Justin Hatch is the co-founder and CEO of Reach Reporting; the leading visual reporting software on the market. Hatch is an industry expert in business management, specializing in software development and financial reporting. Reach Reporting, awarded the 2020 Best Value and Ease of Use award from Capterra, provides a software that simplifies the complexity of financial data, allowing accountants to relay quick, actionable, and decisive information to their clients. Hatch is passionate about educating advisors through software that will save them countless hours. Justin is a strong believer that the relationships we build with both business associations and clients will provide much future value.  

Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk to Dan Cousins, President of a long term Sage CRM specialist, My CRM Manager, based in Toronto, Canada. In this episode, Dan talks about getting customers on board with CRM and how he works with other Sage accounting partners to be their 'domain expert' for CRM

Keith L. Craig is an international best-selling author, who recently published “Serving To Lead." Keith is also an Entertainment Executive that is currently working in Burbank, CA at Walt Disney Studios managing Central Division theatrical sales and distribution for Walt Disney Studios Motion Pictures. Prior to this, he served 32 years in the U.S. Army, retiring as a Sergeant Major. The Sergeant Major’s new book “Serving To Lead”

Ron and Ed were honored to welcome Virginia Postrel, author of The Fabric of Civilization: How Textiles Made the World. Virginia is also a columnist and speaker whose work spans a broad range of topics, from social science to fashion, concentrating on the intersection of culture, commerce, and technology. Writing in Vanity Fair, Sam Tanenhaus described her as "a master D.J. who sequences the latest riffs from the hard sciences, the social sciences, business, and technology, to name only a few sources."

Patti Conrad serves as the chief financial officer of Zilker Media, an Austin-based agency building people-driven brands. As the CFO, Patti oversees the agency's financial, HR, and operational duties. Patti utilizes her experience in diverse business management practices, insight on big picture operations, and financial know-how to create the management and design of financial reporting at an agency level. Her passion for driving a company to success and supporting her fellow Zilker Media teammates as they nurture client relationships has made a big impact on the success of the company.

Rachel is the Chief Global Development Officer for High Rock Accounting and consults for several accounting technology partners. Rachel has over 20 years of experience in bookkeeping and accounting, with a number of those years running her own practice. She previously served as National Bookkeeping Lead for Deloitte and most recently was the Accountants Group Leader for Sage. Rachel is known for predicting where the market is heading and takes a strategic approach to accounting software and applications and understanding how to position their features for a global market. 

Anne Janzer is the author of Subscription Marketing, and four other books on writing. In addition to being an award-winning author, Anne is an armchair cognitive science geek, nonfiction author coach, marketing practitioner, and blogger. She’s on a mission to help people spread important ideas through writing.

Jim Ward founded BrainSell in 1994 with the goal of providing businesses with the insights and tools needed to thrive, even in challenging economies. Jim has spent more than 27 years helping businesses apply innovative sales and marketing techniques to improve their performance. Since then, Jim has built BrainSell into a dynamic growth enablement company helping companies grow and scale. 

Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Danny Lewis, Founder & Owner of the UK's number 1 Sage CRM partner, QMulus Solutions. In this episode, we talk further about how his breadth of customers and examples of CRM in action plus why he has started making CRM components available that can benefit customers around the world