Capital Gains Tax Solutions Podcast

Scalable Strategies for Business Growth with Mark Willis

11 snips
Dec 23, 2025
Mark Willis, a Certified Financial Planner and Bank on Yourself expert, shares his transformative journey from the Great Recession to financial independence. He discusses the power of EADs (Eliminate, Automate, Delegate) to streamline business efforts and the importance of after-action reviews in refining processes. Mark highlights using AI for creative brainstorming and the benefits of whole life policies as a solid financial strategy. His insights on stewardship versus ownership add depth to the conversation, making it a must-listen for business growth enthusiasts.
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ADVICE

E-A-D Framework For Scaling

  • Eliminate, automate, delegate in that order to scale your business effectively.
  • Remove meaningless tasks, automate repetitive work, and delegate remaining work to scale.
ADVICE

Rhythms: Level 10s And After-Action Reviews

  • Run weekly Level 10 meetings with a scorecard and 90-day rocks to stay aligned.
  • Use after-action reviews: what worked, what didn't, and KISS (Keep, Improve, Start, Stop).
ADVICE

Quarterly 'Not-To' Meetings

  • Hold a quarterly 'not-to' meeting to identify obsolete processes and tech.
  • Reward team members who surface institutional scar tissue and remove it.
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