The Thoughtful Entrepreneur

How to Build a High-Performing Sales Team in a Founder-Led Business: Insights from Nicholas LoiseFor many small and midsize business owners, sales can be both the engine and the bottleneck of growth. Founder-led sales will only take a company so far before scalability demands process, structure, and leadership. In this episode, host Josh Elledge speaks with Nicholas Loise, Founder of Sales Performance Team, who shares practical strategies for transitioning from founder-driven selling to building a high-performing, self-sustaining sales organization.Building a Scalable Sales SystemNicholas Loise explains that most founders struggle with hiring salespeople because they underestimate how different it is to sell for a small business compared to a large enterprise. Without the backing of a big brand, sales success depends on grit, creativity, and adaptability. He emphasizes that before hiring, founders must document their entire sales process—from prospecting and discovery to objection handling and closing—so new hires have a clear roadmap to follow.Once the playbook is in place, Nicholas recommends hiring two salespeople at once to increase the chances of success, benchmark performance, and encourage healthy collaboration. He also stresses the importance of investing heavily in the first 90 days, creating structured onboarding, shadowing opportunities, and clear milestones to ensure quick ramp-up and retention. Compensation should be simple and transparent, typically a mix of base salary plus commission that motivates results while providing stability during onboarding.Finally, Nicholas discusses how to maintain oversight without micromanaging. Delegating sales effectively requires trust—but also process. Regular reviews, feedback loops, and continuous updates to your playbook keep the system strong. By using objective assessment tools and focusing on cultural fit, founders can build sales teams that scale sustainably and deliver consistent performance long after they’ve stepped out of the front-line role.About Nicholas LoiseNicholas Loise is the Founder of Sales Performance Team and a seasoned sales strategist who helps founder-led businesses build scalable, high-performing sales teams. With decades of experience in sales leadership, Nicholas specializes in designing sales playbooks, recruiting and onboarding top-performing reps, and aligning compensation structures that drive profitable growth.About Sales Performance TeamSales Performance Team helps $1M–$25M companies transition from founder-led selling to a system-driven sales organization. The firm provides fractional sales leadership, sales team recruitment, onboarding systems, compensation design, and proven frameworks that help founders replace intuition with strategy—and build a sales team that consistently delivers results.Links Mentioned in This EpisodeSales Performance Team WebsiteNicholas Loise LinkedIn ProfileKey Episode HighlightsFounders often struggle to hire sales reps because they underestimate how different small-business selling is from enterprise sales.Documenting your entire sales process—from prospecting to closing—is essential before stepping out of the role.Hiring two salespeople at once improves benchmarking, morale, and retention while reducing hiring risk.Strong onboarding within the first 90 days directly impacts sales performance and long-term success.Keep compensation plans simple, transparent, and performance-driven to attract and retain top talent.ConclusionBuilding a sales team is not a one-time event—it’s a process of structure, training, and continuous improvement. Nicholas’s insights provide a roadmap for founders who want to free themselves from day-to-day selling while maintaining performance and culture. With a documented playbook, strategic hiring, and strong onboarding, any growing business can turn sales from a bottleneck into a scalable growth engine.🎧 More from UpMyInfluence:🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here » https://go.upmyinfluence.com/podcast-guest🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here » https://go.upmyinfluence.com/leader-intros📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here » https://upmyinfluence.com/book-podcast/🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Your own dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform » https://app.podverified.com/start/📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening — now go build something extraordinary!

Navigating Digital Transformation in Construction: Expert Insights from Huw Roberts, CEO of PMWEBThe construction industry is evolving at a critical pace—balancing traditional processes with the rise of AI, automation, and digital transformation. In this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Huw Roberts, CEO of PMWEB, to discuss how construction firms can modernize operations, improve efficiency, and adopt outcome-driven technology strategies. Huw shares actionable insights for leaders navigating uncertainty, highlighting the need for clear goals, practical innovation, and consistent learning to build resilient, future-ready organizations.The Digital Shift in ConstructionThe construction industry is one of the largest in the world but also among the slowest to digitize. Huw Roberts explains that while many sectors have embraced automation and AI, much of construction still depends on manual workflows, spreadsheets, and outdated systems. This creates inefficiencies that technology can help solve—if applied with purpose.Huw stresses that digital transformation isn’t about adopting the latest tool; it’s about aligning technology with specific outcomes. Whether the goal is faster project delivery, better collaboration, or improved forecasting, success starts with defining measurable results and working backward from there. Companies should begin with small pilot projects, gather feedback, and scale successful initiatives across the organization.Ultimately, balancing innovation with caution is essential. Large enterprises can absorb the risks of experimentation, while small and mid-sized businesses must focus on clear returns. By adopting an outcome-focused mindset and continuously learning from both wins and failures, construction firms can achieve meaningful transformation without sacrificing stability.About Huw RobertsHuw Roberts is the CEO of PMWEB, where he leads a global team dedicated to transforming how organizations plan, manage, and deliver construction and real estate projects. With a background in architecture and decades of experience in technology leadership, Huw bridges design, innovation, and business strategy to help clients improve performance and embrace the digital future of project management.About PMWEBPMWEB is a leading enterprise software platform that streamlines construction and real estate portfolio management. Designed for performance and transparency, PMWEB equips organizations with the tools to manage costs, schedules, and outcomes through data-driven decision-making. The company’s integrated approach enables project teams to operate more efficiently and deliver measurable business results.Links Mentioned in This EpisodeHuw Roberts LinkedInPMWEB WebsiteKey Episode HighlightsThe construction industry remains one of the least digitized but most opportunity-rich sectors.AI and automation are transforming project management efficiency.Outcome-focused decision-making ensures measurable and sustainable innovation.Pilot programs help companies minimize risk while adopting new technology.PMWEB empowers organizations to modernize processes and maximize ROI.ConclusionHuw Roberts’ insights reveal that digital transformation in construction isn’t just about technology—it’s about clarity, adaptability, and purpose. By focusing on measurable outcomes, leveraging AI strategically, and empowering teams with the right tools, leaders can drive lasting efficiency and resilience. The companies that connect technology with vision will define the next generation of construction excellence.🎧 More from UpMyInfluence:🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here » https://go.upmyinfluence.com/podcast-guest🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here » https://go.upmyinfluence.com/leader-intros📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here » https://upmyinfluence.com/book-podcast/🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Your own dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform » https://app.podverified.com/start/📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening. Now go build something extraordinary!

Building a High-Performance Workplace Culture: Insights from Matthew Person’s “Four I’s” MethodologyIn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Matthew Person, business strategist, M&A advisor, and Founder & Managing Director of Town Square Business Advisors. Matthew shares his framework for building a high-performance workplace culture—one that blends structure with freedom and aligns values with execution. His “Four I’s” methodology—Identity, Instruction, Intercommunication, and Information Feedback—helps companies create environments where clarity, collaboration, and accountability thrive.Rethinking Culture: The Four I’s FrameworkMatthew Person explains that too many companies try to copy “Best Places to Work” models without understanding what makes their own teams unique. He emphasizes that culture is not about perks or imitation—it’s about clarity of purpose and alignment with organizational identity. The first pillar, Identity, defines who you are as a company and why you exist, serving as a foundation for decisions, relationships, and results.The next two pillars, Instruction and Intercommunication, address how organizations operate and communicate. Instruction provides structure—ensuring that processes, roles, and expectations are clear—while intercommunication builds trust by encouraging open, consistent dialogue. When both elements are strong, teams move cohesively, information flows effectively, and leaders can focus on strategy rather than micromanagement.Finally, Information Feedback turns culture into a living, adaptive system. Feedback, Matthew explains, should be consistent, transparent, and actionable—not reserved for annual reviews. Together, the Four I’s create what he calls constrained independence—a balance between freedom and boundaries that empowers innovation without chaos. The result is a culture that performs with purpose, resilience, and shared accountability.About Matthew PersonMatthew Person is the Founder and Managing Director of Town Square Business Advisors, where he works with executives and business owners to enhance strategy, leadership, and organizational culture. With decades of experience in mergers, acquisitions, and business growth advisory, Matthew developed the Four I’s framework to help leaders build clarity, cohesion, and confidence into every level of their company.About Town Square Business AdvisorsTown Square Business Advisors partners with business leaders and organizations to create sustainable growth through strategic clarity, operational excellence, and people-centered culture. The firm specializes in M&A advisory and executive consulting, helping companies align their leadership, systems, and communication for long-term success.Links Mentioned in This EpisodeMatthew Person on LinkedIn: https://www.linkedin.com/in/matthewdperson/Town Square Business Advisors: www.townsquare-advisors.comKey Episode HighlightsGreat culture isn’t copied—it’s created from your company’s authentic identity.The Four I’s—Identity, Instruction, Intercommunication, and Information Feedback—form a foundation for success.“Constrained independence” gives employees freedom within clear boundaries.Consistent, transparent feedback fosters trust and continuous improvement.Alignment between stated values and real behavior sustains long-term performance.ConclusionMatthew Person’s Four I’s methodology helps leaders move beyond surface-level culture initiatives and build organizations where clarity, communication, and trust drive measurable results. By grounding culture in identity and reinforcing it through structured communication and feedback, businesses can empower their teams and scale with purpose.🎧 More from UpMyInfluence:🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here » https://go.upmyinfluence.com/podcast-guest🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here » https://go.upmyinfluence.com/leader-intros📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here » https://upmyinfluence.com/book-podcast/🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Your own dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform » https://app.podverified.com/start/📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening. Now go build something extraordinary!

Building Authentic Connections: Daniel Andrews on Friendship, Hospitality, and Low-Barrier NetworkingIn this episode of The Thoughtful Entrepreneur, host Josh Elledge talks with Daniel Andrews, serial entrepreneur, connector, and mentor, about transforming both personal and professional relationships through authenticity and intentional hospitality. Daniel shares how small, simple actions—like inviting people over for dinner or scheduling short, genuine networking calls—can create powerful, lasting connections. His approach replaces the pressure of traditional networking with openness, generosity, and genuine curiosity, helping people connect more meaningfully in an increasingly digital world.Building Relationships Through Simplicity and HospitalityDaniel Andrews believes that hospitality is not about perfection but presence—making people feel seen, valued, and welcomed. He and his wife regularly host dinners to strengthen friendships, emphasizing that consistency and simplicity make connection sustainable. Whether in business or personal life, Daniel says hospitality creates space for trust, conversation, and belonging.Beyond hosting, Daniel encourages using technology to remove barriers to connection. He creatively uses Calendly for dinner invites, allowing friends to pick a convenient date and eliminating the friction of group planning. His philosophy: make it easy for people to say “yes” by lowering the stakes and setting clear expectations.Daniel also applies these principles to business networking. Instead of formal sales meetings, he prefers 20-minute, no-pressure “get-to-know-you” calls that prioritize relationship-building over pitching. He calls introductions the “currency of trust,” explaining that when you thoughtfully connect two people, you share your credibility and strengthen all three relationships. For Daniel, connection is not about collecting contacts—it’s about building a network of genuine, mutually beneficial relationships.About Daniel AndrewsDaniel Andrews is a seasoned entrepreneur, mentor, and relationship builder who champions authentic connection in both business and life. Known for his thoughtful approach to hospitality and low-barrier networking, Daniel has helped countless leaders and entrepreneurs strengthen relationships, expand their communities, and find deeper fulfillment through intentional connection.Links Mentioned in This EpisodeDaniel Andrews on LinkedInKey Episode HighlightsHospitality is about presence, not perfectionUse simple tools like Calendly to make invitations and connections effortlessBoundaries make connection easier, not harderReplace transactional networking with short, intentional conversationsThoughtful introductions build credibility and long-term trustConsistency and low-pressure gatherings are key to lasting relationshipsConclusionDaniel Andrews reminds us that meaningful connection doesn’t require grand gestures—it starts with small acts of intentionality. By simplifying invitations, embracing hospitality, and focusing on authenticity over perfection, we can nurture relationships that enrich both business and life. Genuine networking isn’t about volume; it’s about trust, presence, and care.🎧 More from UpMyInfluence:🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your story in front of 50,000+ listeners.👉 Schedule your guest spot here.🤝 Consultant or agency doing 6+ figures? Let us introduce you to your next big client or referral partner.👉 Apply here to join our introductions program.📡 Thinking about launching your own podcast? We’ve built 250+ shows for leaders who now attract dream clients and collaborations weekly.👉 See how to get started.🚨 Find Your PodVerified Score!✅ Get two free podcast matches✅ Unlock a personalized guest plan✅ Earn media authority badges👉 Start here.📬 Subscribe to The Thoughtful Entrepreneur — new episodes daily with insights to grow your visibility, influence, and impact.

How Business Owners Can Scale and Thrive in the Age of AI: Insights from Dan GoodsteinIn this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Dan Goodstein, Founder of The Business Therapist and President of IRPA AI, to explore how business owners can scale smarter and thrive amid rapid technological change. With years of experience in tech, marketing, media, and coaching, Dan offers practical advice on leveraging AI, building community, and creating systems that support sustainable growth in today’s fast-paced environment.Scaling Smarter in the AI EraDan emphasizes that too many business owners are working in their businesses rather than on them. He highlights the importance of stepping back, joining peer communities, and embracing outside accountability through coaching or masterminds. These practices create space for strategy, innovation, and balance—especially critical as AI reshapes how we work.AI, he explains, is now leveling the playing field for small and midsize businesses, giving them access to tools once reserved for large corporations. From AI-driven sales assistants to automated lead generation and CRM integrations, these technologies help streamline operations, enhance personalization, and improve ROI. Dan also encourages owners to adopt a “pilot-first” approach—testing tools on a small scale before company-wide implementation to ensure measurable results.Finally, Dan shares actionable strategies for using AI in sales, from automating outreach to personalizing follow-ups, while maintaining the human connection that drives lasting relationships. His advice is clear: start small, stay consistent, and focus on impact over volume. AI isn’t about replacing people—it’s about empowering them to spend more time on high-value, strategic work.About Dan GoodsteinDan Goodstein is the Founder of The Business Therapist, a platform helping entrepreneurs build scalable, resilient companies through coaching, peer networks, and strategic support. He also serves as President of IRPA AI, a global association focused on intelligent automation and digital transformation. Dan is the host of The Digital Leader Show and a frequent speaker on AI, business growth, and leadership innovation.About The Business TherapistThe Business Therapist provides business owners with the community, coaching, and resources they need to scale sustainably. Through mastermind groups, advisory programs, and peer-to-peer learning, the organization helps leaders step back from daily operations to focus on vision, systems, and growth strategy.Links Mentioned in This EpisodeThe Business Therapist WebsiteIRPA AI WebsiteDan Goodstein LinkedIn ProfileKey Episode HighlightsWhy every business owner needs community and strategy days.How AI tools are helping small businesses compete with large enterprises.Actionable ways to use AI in sales and marketing.Tips for choosing and integrating AI technologies effectively.The importance of focusing on sustainability, not just speed, in scaling.ConclusionDan Goodstein’s message is simple but powerful: you can’t scale by doing more—you scale by doing smarter. By stepping back, building support systems, and embracing AI-driven tools, business owners can transform the way they grow and operate. The future belongs to leaders who adapt, experiment, and use technology to amplify—not replace—the human touch in business.🎧 More from UpMyInfluence:🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners.👉 Schedule your guest spot here.🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source.👉 See how here.📡 Thinking of launching your own podcast? We’ve helped 250+ leaders build high-impact shows that attract dream clients.👉 Start here.🚨 Get Your PodVerified Score! 🎯Discover how you rank as a podcast guest and get matched with shows that want your story.✅ 2 free podcast matches✅ Personalized guest dashboard✅ Media badges for credibility👉 Get started here.📬 Subscribe to The Thoughtful EntrepreneurDaily interviews and insights to grow your impact, visibility, and influence.

Building B2B Authority in the AI Era: Actionable Strategies from Kathleen Lucente of Red Fan CommunicationsIn this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Kathleen Lucente, Founder and CEO of Red Fan Communications, to explore how B2B companies can build lasting authority and credibility in the AI-driven digital landscape. Kathleen shares her expertise in modern PR, brand storytelling, and thought leadership, offering a roadmap for high-growth companies to adapt to the era of zero-click searches and AI-powered visibility.Building B2B Authority in the Age of AIKathleen explains that traditional SEO strategies are no longer enough. With nearly 60% of Google searches ending without a click, brands must now focus on being discoverable through AI summaries, thought leadership, and digital authority—not just website traffic. She introduces her “Revenue Bridge” framework, built around three pillars: authority, credibility, and reputation. Authority opens doors, credibility converts, and reputation sustains long-term growth.To stand out in this new environment, Kathleen encourages businesses to refresh their brand narratives, ensuring they reflect what truly differentiates them in the market. She emphasizes multi-channel storytelling and the importance of developing multiple internal thought leaders who can each represent distinct aspects of a company’s expertise. The goal isn’t just visibility—it’s being referenced, quoted, and trusted by both humans and AI systems alike.Finally, she underscores that thought leadership is now a direct revenue driver. By educating your audience, securing media coverage, and engaging authentically online, companies can strengthen their digital footprint and boost conversions. Kathleen’s message is clear: in the AI era, influence happens before the click. B2B leaders must build public credibility that algorithms and audiences alike can recognize and trust.About Kathleen LucenteKathleen Lucente is the Founder and CEO of Red Fan Communications, a strategic communications firm based in Austin, Texas. With over two decades of experience, she has helped startups and Fortune 500 companies alike transform their PR and marketing strategies. Her firm specializes in brand narrative development, executive thought leadership, and communications strategies that drive measurable business growth.About Red Fan CommunicationsRed Fan Communications is a full-service strategic communications agency that helps high-growth B2B companies stand out in crowded markets. The firm partners with clients to elevate authority, strengthen reputation, and connect PR efforts directly to revenue. Through storytelling, content strategy, and media relations, Red Fan ensures brands remain relevant, discoverable, and influential in the AI-powered age.Links Mentioned in This EpisodeRed Fan Communications WebsiteKathleen Lucente LinkedInKey Episode Highlights60% of searches now end without a click—visibility requires AI optimization.Kathleen’s “Revenue Bridge” framework: authority, credibility, and reputation.How to refresh your brand narrative to attract modern B2B buyers.Why thought leadership drives both awareness and revenue.Practical steps to build multi-channel visibility and executive trust.ConclusionKathleen Lucente’s insights reveal that building authority today means adapting to the invisible influence of AI. By strengthening your brand’s narrative, establishing thought leadership, and connecting your PR strategy directly to revenue, your company can stay visible, trusted, and competitive in a zero-click world.🎧 More from UpMyInfluence:🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here » https://go.upmyinfluence.com/podcast-guest🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here » https://go.upmyinfluence.com/leader-intros📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here » https://upmyinfluence.com/book-podcast/🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Your own dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform » https://app.podverified.com/start/📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening. Now go build something extraordinary!

Mastering Productivity: How to Treat Time Like Cash and Build Sustainable SuccessIn this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Andrew Hartman, Founder and CEO of Time Boss, to explore a transformative approach to productivity. Andrew challenges the traditional hustle mindset, advocating instead for sustainable focus, intentional time management, and a “time-as-cash” philosophy. Their discussion reveals how leaders can achieve meaningful results by aligning energy, setting boundaries, and working smarter—not harder.Rethinking Productivity: Sustainability Over HustleAndrew explains that productivity isn’t about staying busy—it’s about getting the right things done. He encourages founders and executives to treat time like a limited resource, allocating it intentionally toward high-impact work. By setting a weekly “time budget,” business leaders can prioritize key results, prevent burnout, and maintain clarity around what truly matters.He also highlights the importance of sustainability over short-term sprints. Hustle can drive short bursts of progress, but without recovery, it leads to exhaustion. Instead, Andrew recommends anchoring to a steady baseline of work hours and recharging regularly to stay consistent. He reminds leaders that “boundaries aren’t restrictive—they’re empowering.” The discipline of protecting your time actually frees you to focus more deeply on creative and strategic work.Lastly, Andrew emphasizes the power of working in your zone of genius—the tasks that energize you and align with your strengths. Delegating draining work and using simple, familiar tools for time management (like a calendar or to-do list) can dramatically boost both productivity and satisfaction. True efficiency, he says, comes not from shiny new apps, but from consistent habits and clear priorities.About Andrew HartmanAndrew Hartman is the Founder and CEO of Time Boss, a productivity training company that helps entrepreneurs and executives design intentional, sustainable schedules for success. With years of experience coaching business owners, Andrew has developed frameworks like “time-as-cash” and “intentional time budgeting” to help clients achieve more by doing less—without burnout.About Time BossTime Boss is a coaching and training platform dedicated to helping professionals reclaim their time and focus on meaningful results. Through masterclasses, workshops, and personalized consulting, Time Boss equips individuals and teams to set clear priorities, align their energy with their goals, and create balance between work and life.Links Mentioned in this EpisodeTime Boss WebsiteAndrew Hartman LinkedIn ProfileKey Episode HighlightsWhy productivity is about results, not busynessHow to apply the “time-as-cash” framework for better boundariesCreating a weekly time budget for focus and clarityWorking in your “zone of genius” to maximize energy and impactWhy sustainable habits outperform constant hustleConclusionAndrew Hartman’s insights remind us that success isn’t built on endless work—it’s built on intention, focus, and balance. By treating time as your most valuable currency, setting boundaries, and operating in your strengths, you can create both sustainable productivity and a fulfilling lifestyle.🎧 More from UpMyInfluence:🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here » https://go.upmyinfluence.com/podcast-guest🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here » https://go.upmyinfluence.com/leader-intros📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here » https://upmyinfluence.com/book-podcast/🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Your own dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform » https://app.podverified.com/start/📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening. Now go build something extraordinary!

Mastering B2B Lead Generation in the Age of AI: Expert Insights from Bill RiceIn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Bill Rice, founder of Bill Rice Strategy Group and Kaleidico. Bill shares his expertise in B2B marketing, lead generation, and the evolving role of AI in shaping how businesses attract and convert clients. Drawing from decades of experience in fintech, mortgage lending, and legal industries, Bill offers actionable insights for executives and agencies looking to thrive in a rapidly changing digital landscape.The New Rules of B2B Lead GenerationBill explains that B2B marketing has evolved beyond traditional methods like cold outreach and Google Ads. Today’s success depends on creating digital surface area—the online footprint of content, profiles, and engagement that helps AI and algorithms recognize your expertise. He emphasizes that consistent, clear messaging across blogs, websites, and social platforms allows both search engines and large language models (like ChatGPT) to identify and recommend your brand as an authority.A key part of Bill’s strategy is leveraging LinkedIn for executive visibility. He encourages business leaders to post regularly, engage thoughtfully, and use the platform as a stage for thought leadership. Sharing authentic stories, insights, and industry perspectives humanizes your brand while establishing credibility. This kind of visibility not only attracts potential clients but also builds trust and familiarity long before the sales conversation begins.Bill also discusses how AI and large language models are reshaping the buyer’s journey. AI-driven referrals are becoming more influential than traditional SEO, as they provide context-aware recommendations tailored to user needs. He advises business owners to ensure their digital content is well-structured, easy to interpret, and consistently reinforces their niche expertise. By combining thoughtful content creation, AI awareness, and genuine personal branding, companies can build scalable, first-party lead generation systems that produce sustainable results.About Bill RiceBill Rice is the Founder of Bill Rice Strategy Group and Kaleidico, two leading agencies specializing in B2B marketing and lead generation. With over 20 years of experience across finance, law, and senior living sectors, Bill helps executives and organizations develop first-party lead systems, optimize digital presence, and harness AI for measurable business growth. He is also the creator of The Executive Brief, a weekly newsletter featuring actionable insights for leaders navigating the intersection of marketing and technology.About Bill Rice Strategy GroupBill Rice Strategy Group is a marketing consultancy that helps businesses build first-party lead generation systems through strategy, content creation, and AI-driven insights. With a focus on long-term growth and client ownership of marketing assets, the firm empowers organizations to elevate their brand authority, generate consistent leads, and adapt to the rapidly evolving digital landscape.Links Mentioned in this EpisodeBill Rice Strategy GroupBill Rice LinkedIn ProfileThe Executive Brief NewsletterKey Episode HighlightsHow AI is reshaping B2B lead generation and client discoveryWhy digital surface area boosts visibility and credibilityThe power of LinkedIn for executive thought leadershipBuilding sustainable, first-party lead systemsBalancing professional ambition with personal passionConclusionBill Rice reminds us that successful B2B marketing is about clarity, consistency, and credibility. By expanding your digital presence, using AI strategically, and showing up authentically on platforms like LinkedIn, your business can stand out in a competitive market. And by pairing professional excellence with personal balance, you set the foundation for long-term success in both business and life.🎧 More from UpMyInfluence:🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here » https://go.upmyinfluence.com/podcast-guest🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here » https://go.upmyinfluence.com/leader-intros📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here » https://upmyinfluence.com/book-podcast/🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Your own dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform » https://app.podverified.com/start/📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening. Now go build something extraordinary!

Realigning Your Business with Passion: Expert Insights from Kara DuffyIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Kara Duffy, CEO and Founder of KDCC International, who helps entrepreneurs and business owners realign their work with their passions and strengths. Kara shares how reconnecting with what you love can reignite purpose, boost profitability, and prevent burnout. Through her experience coaching creative leaders and building businesses, she offers clear, actionable steps to simplify operations, find your “zone of genius,” and create a company that feels as good as it performs.Building a Passion-Aligned BusinessKara believes that success starts with alignment—when your business reflects your purpose and energizes you daily. She explains that many entrepreneurs drift from their passion over time, taking on clients or projects that drain creativity and joy. Her “lemonade stand” philosophy encourages founders to strip back to what they do best and build from that foundation. By focusing on a single core offering, simplifying operations, and delegating distractions, business owners can regain clarity, increase profitability, and rediscover fulfillment in their work.Operating in your “zone of genius,” Kara says, means spending most of your time on high-value, joyful activities. She urges leaders to delegate or eliminate everything outside that zone and to audit weekly tasks for alignment. Through this lens, even niche businesses—like boutique creatives or specialists serving small, passionate audiences—can thrive when they stay authentic and focused. When clarity replaces clutter, it becomes easier to attract dream clients who align with your mission and values.Kara also emphasizes that business is a lifestyle, not just a job. She encourages entrepreneurs to design companies that support their personal rhythms and long-term well-being. Whether it’s taking “mini holidays” to recharge or fostering genuine client relationships, the goal is to create a sustainable balance. Her signature mantra—“Stop Selling, Start Sharing”—captures her belief that authenticity and generosity are the true engines of business growth. When you lead with purpose and share what you love, success follows naturally.About Kara DuffyKara Duffy is the CEO and Founder of KDCC International, a business coaching and consulting firm dedicated to helping entrepreneurs and creative leaders build businesses that are both profitable and purposeful. With extensive experience guiding founders through growth and realignment, Kara helps clients simplify, scale, and reconnect with their mission. She is also the author of Stop Selling, Start Sharing, a guide to authentic, purpose-driven business.About KDCC InternationalKDCC International empowers entrepreneurs and teams to build high-impact, passion-driven businesses through strategic coaching, workshops, and consulting. From clarity and culture to profitability and purpose, KDCC helps leaders align their operations with their vision—creating companies that thrive from the inside out.Links Mentioned in this EpisodeKDCC InternationalKara Duffy LinkedIn ProfileKey Episode HighlightsHow to simplify your business using the “lemonade stand” approachWhy working in your “zone of genius” leads to sustainable successHow to declutter your business like the KonMari MethodTurning your business into a lifestyle you loveBuilding authentic connections through sharing, not sellingConclusionAs Kara Duffy reminds us, business success isn’t just about growth—it’s about alignment. When your company reflects your passions, you lead with clarity, confidence, and creativity. By simplifying operations, embracing your strengths, and sharing your purpose authentically, you can create a business that supports both your goals and your joy.🎧 More from UpMyInfluence:🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here » https://go.upmyinfluence.com/podcast-guest🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here » https://go.upmyinfluence.com/leader-intros📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here » https://upmyinfluence.com/book-podcast/🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Your own dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform » https://app.podverified.com/start/📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening. Now go build something extraordinary!

When Is Your Business Ready for a Fractional CFO? Expert Insights from Laresa McIntyreAs your business scales, the financial landscape becomes increasingly complex. Many founders find themselves overwhelmed by cash flow management, forecasting, and financial decision-making—realizing their passion alone isn’t enough to sustain growth. In this episode, host Josh Elledge interviews Laresa McIntyre, fractional CFO and Founder of Rockbridge CFO, who shares her insights on when to bring in a fractional CFO, how to prepare for that step, and how doing so can transform your business operations and confidence.The Right Time to Hire a Fractional CFOLaresa explains that a fractional CFO is a part-time financial executive who provides strategic planning, forecasting, and financial insight—without the cost of a full-time hire. Businesses typically benefit when revenue reaches the $1M–$2M mark or when decision-making starts to rely too heavily on gut instinct instead of data. She highlights clear signs that a company is ready for financial leadership: outgrowing basic tools like QuickBooks, feeling uncertain about profitability, or needing clarity around cash flow and personnel costs.A fractional CFO doesn’t just manage numbers—they partner with founders to bring order, foresight, and peace of mind. Laresa shares how implementing more detailed financial reporting and proactive cash flow forecasting helps business owners understand where their money is going, where it should go next, and how to allocate it efficiently. This support allows leaders to step back from financial stress and focus on strategy, growth, and innovation instead.For founders still below seven figures, Laresa recommends starting early by setting up robust accounting systems and forecasting tools. Preparation ensures a fractional CFO can deliver maximum value once engaged. By building these systems in advance, founders avoid reactive decisions and gain clarity on how each financial move impacts long-term scalability.About Laresa McIntyreLaresa McIntyre is the Founder and Fractional CFO at Rockbridge CFO, where she helps businesses gain financial clarity, improve profitability, and scale strategically. With years of experience supporting founders and executive teams, she specializes in transforming financial chaos into actionable growth strategies.About Rockbridge CFORockbridge CFO provides strategic financial leadership for growing companies through fractional CFO services. The firm focuses on forecasting, profitability analysis, and cash flow management—empowering business owners to make confident, data-driven decisions without the expense of a full-time CFO.Links Mentioned in this EpisodeRockbridge CFOLaresa McIntyre LinkedIn ProfileKey Episode HighlightsSigns your business is ready for a fractional CFOHow financial forecasting improves decision-makingCommon gaps in accounting systems for scaling companiesThe emotional and strategic benefits of CFO partnershipHow to prepare your financial foundation before reaching seven figuresConclusionHiring a fractional CFO isn’t just about managing your finances—it’s about reclaiming your time, focus, and confidence as a leader. As Laresa McIntyre explains, the right time to bring in a CFO is when you’re ready to grow with clarity and strategy instead of stress and guesswork. Whether your business is at $500K or $5M, proactive financial leadership can set the foundation for sustainable, scalable success.🎧 More from UpMyInfluence:🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here » https://go.upmyinfluence.com/podcast-guest🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here » https://go.upmyinfluence.com/leader-intros📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here » https://upmyinfluence.com/book-podcast/🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Your own dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform » https://app.podverified.com/start/📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening. Now go build something extraordinary!