
The Thoughtful Entrepreneur
You’re gonna love this DAILY, commercial-free entrepreneur spotlight show. We feature CEOs and founders of 6-9 figure B2B companies. Agencies, coaches, consultants, and other leaders share not only their success stories - but their advice for business leaders focused on business growth.
You’re going to hear real stories from real people all in 15-25 minutes time - perfect for your commute.
On this podcast, your host, Josh Elledge encourages entrepreneurs to share not only their expertise but their stories and their hearts.
We believe that every person has a unique message which can positively impact the world. Even YOU! If you’d like to be featured on The Thoughtful Entrepreneur, apply here: https://UpMyInfluence.com/guest/
Latest episodes

Sep 20, 2024 • 22min
2019 – How to Turn Your Voice into a Business Asset with Podcasting with Tamara Thompson
The Power of Podcasting for Business Growth
In a recent episode of the Thoughtful Entrepreneur Show, host Josh sat down with Tamara Thompson, the founder of "Broadcast Your Authority," to delve into the transformative potential of podcasting as a marketing tool for businesses. Josh opens the episode by emphasizing the growing significance of podcasts in the business landscape. Podcasts not only serve as a platform for sharing valuable insights but also as a means to connect with audiences on a deeper level. Tamara echoes this sentiment, explaining that a well-executed podcast can enhance brand visibility, establish authority, and foster community engagement.
Tamara shares her perspective on who should consider launching a podcast, believing that anyone with a message to share, whether they are entrepreneurs, professionals, or thought leaders, can benefit from podcasting. The key is to have a clear understanding of the target audience and the value that the podcast will provide. Tamara encourages potential podcasters to think about their unique voice and the stories they want to tell, as authenticity is crucial in building a loyal listener base. She outlines several advantages of podcasting, including increased brand awareness, establishing authority, networking opportunities, and content repurposing.
Tamara emphasizes that a strategic approach is essential for launching and managing a successful podcast. She advises potential podcasters to consider content planning, marketing strategy, and measuring success. Additionally, she discusses the commitment required to produce a podcast and the role of AI tools in streamlining the production process. As the episode wraps up, Josh reiterates the importance of podcasting as a powerful marketing tool for businesses and encourages listeners to explore the possibility of starting their own podcast. For those interested in learning more, Tamara invites them to visit "Broadcast Your Authority" for resources and support.
About Tamara Thompson:
Meet Tamara Thompson, the dynamic host of Broadcast Your Authority TV. With a diverse background in entrepreneurship, award-winning director and video marketer, Tamara's journey as a business leader has been nothing short of remarkable.
Having invested in over 25+ companies, Tamara is well-versed in the world of business and has honed her expertise as the Founder and CEO of Broadcast Your Authority. Her agency specializes in crafting micro-content sourced from weekly podcasts, strategically positioning companies, influencers, and experts as respected industry leaders.
Tamara's foray into video marketing began back in 2013 when she founded Serious Take Productions. Her entrepreneurial films were met with resounding success, selling out in prestigious film festivals and even achieving viral fame on YouTube. This caught the attention of IndieFlix, which acquired her films for distribution, further cementing her reputation as a visionary in the field.
Fascinated by the mechanics of viral videos, Tamara set her sights on assisting experts in growing their own channels. This led her to share her invaluable methods on various stages, podcasts, and YouTube, starting in 2015. Then, in 2019, she took her passion to the next level by establishing Broadcast Your Authority, empowering individuals and businesses to leverage the power of content marketing to establish their authority in the market with the future of technology and AI.
About Broadcast Your Authority:
Guaranteed Solution to Overcome Your Podcasting Delegation Hurdles
Our approach provides a unique blend of quality, guidance, and detail targeted to your content production needs, helping you gain new reach, brand growth, and online exposure.
Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest
Links Mentioned in this Episode:
Want to learn more? Check out Broadcast Your Authority website at
https://broadcastyourauthority.com/
Check out Tamara Thompson on LinkedIn at
https://www.linkedin.com/in/tamarathompson-serioustakepro/
Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!
More from UpMyInfluence:
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Sep 19, 2024 • 20min
2018 – Breaking Through Business Breakpoints: A Guide for Service-Based Entrepreneurs with Kasey D’Amato
Navigating Entrepreneurial Growth: A Holistic Approach to Business and Personal Fulfillment
In the latest episode of "The Thoughtful Entrepreneur," host Josh engages in a thought-provoking conversation with Kasey D'Amato, a seasoned speaker, executive coach, and president of Kasey D'Amato Enterprises. The discussion delves into Kasey's unique approach to coaching and advising business owners, particularly those in the service sector, as they strive for growth and personal fulfillment. This blog post will break down the key insights and actionable advice shared by Kasey, providing a comprehensive guide for entrepreneurs looking to enhance both their business and personal lives.
Kasey D'Amato describes herself as a concierge business advisor and executive life coach. Her mission is to support and nurture business owners who aspire to elevate their businesses while simultaneously enhancing their personal lives. Drawing from her background in medicine, Kasey advocates for a holistic approach to entrepreneurship, recognizing that personal and professional growth are intertwined. She highlights common struggles faced by entrepreneurs, such as feelings of isolation, burnout, and stagnation, particularly for those operating between $0 to $10 million in revenue. Kasey emphasizes that these feelings are not uncommon and that entrepreneurs often find themselves overwhelmed by the day-to-day demands of running a business.
Throughout her career, Kasey has observed recurring patterns among entrepreneurs, categorizing the business journey into stages, each with its own set of hurdles. She identifies critical breakpoints, often around the $1 million mark, where business owners may feel stuck or overwhelmed. To help entrepreneurs gain clarity and fulfillment, Kasey suggests practical exercises involving financial goals, time and energy allocation, and ensuring fun and fulfillment in their work. By recognizing these patterns and implementing Kasey's strategies, entrepreneurs can better navigate their journeys, avoid common pitfalls, and ultimately lead a more balanced and successful life.
About Kasey D'Amato:
Kasey D’Amato is an accomplished business advisor and executive life coach with 20 years of experience as a high-achieving professional across multiple industries.. She began her career in pharmaceutical sales, later launching an aesthetic division of a Dermatology practice as a board-certified Dermatology PA. Kasey went on to found a global skincare brand, and then launch and expand her online coaching and consulting business, and later divide it into two independent companies. Simultaneously, she developed a multi seven-figure real estate portfolio across the US while maintaining a happy marriage and traveling the world with her husband.
Despite major setbacks with her own emotional health, and significant business challenges at times, Kasey has developed a deep understanding of what it takes to build a business, make strategic and difficult decisions, build effective teams both at work and at home, plan an exit, and achieve ultimate success, balance, and fulfillment.
On a mission to impact 1 million entrepreneurs and high achievers, Kasey aims to provide easy-to-implement mindset strategies, unique proprietary business tools, and clear road maps that intentionally align business and life to show people that building their dream lives is more achievable than they might think.
Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest
Links Mentioned in this Episode:
Want to learn more? Check out Kasey D'Amato's website at
https://www.kaseydamato.com/
Check out Kasey D'Amato on LinkedIn at
https://www.linkedin.com/in/kaseydamato/
Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!
More from UpMyInfluence:
We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.
Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.
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Sep 18, 2024 • 20min
2017 – Embracing Change: How AI is Shaping the Future of Leadership with Djuradj Caranovic
Embracing AI in Leadership and Decision-Making
In a recent podcast episode, the host of The Thoughtful Entrepreneur, Josh Elledge, engages in a compelling conversation with Djuradj Caranovic, a leadership advisor to Fortune 500 CEOs and author of "The Book That Changed Me." The discussion delves into the integration of artificial intelligence (AI) in leadership and decision-making processes, exploring both the challenges and opportunities that AI presents. This blog post will break down the key insights from the episode, providing actionable advice and thorough explanations to guide leaders in leveraging AI effectively.
Djuradj Caranovic brings a wealth of experience advising top executives on influencing decision-making within their organizations. He notes that many leaders view AI as a technical challenge rather than an opportunity for cultural transformation. Djuradj advocates for a human-centered approach to AI implementation, arguing that it should be an integral part of the leadership journey rather than just a technical project. He explains that the corporate world often settles for "good enough" solutions, which can hinder effective communication and decision-making. AI can bridge this gap by providing insights and perspectives that enhance clarity and conciseness in communication.
Josh and Djuradj discuss the limitations of human cognition in decision-making. AI can assist in creating comprehensive analyses, such as SWOT analyses and pro/con lists, leading to more informed decisions. Djuradj points out that AI can help leaders prioritize information, enabling them to cut through the noise of big data and focus on what is relevant to their specific context. As the conversation draws to a close, the host encourages listeners to reflect on their own leadership journeys and consider how they can leverage AI to enhance their effectiveness. Djuradj invites those interested in exploring these ideas further to connect with him on LinkedIn, emphasizing the importance of two-way communication and collaboration.
About Djuradj Caranovic:
Djuradj Caranovic is an innovative author and visionary leader, best known for his book The Book That Changed Me. As a pioneering architect of cognitive revolutions, Djuradj leads one of the world’s elite companies that possesses the advanced computing power necessary to train decision-making AI models informed by insights from over 250 high-impact projects.
With a unique approach that empowers leaders to process information and make decisions at unparalleled speeds, Djuradj’s work harnesses the nuanced judgment of seasoned executives. His key innovations include the Quantum Cognitive Framework™, which transforms complex behavioral patterns into actionable strategies, enabling Fortune 500 leaders to reduce decision-making time by 40% and improve outcomes by 35%, resulting in significant annual savings.
Djuradj’s Impact Quotient™ quantifies enhancements in decision velocity and strategic foresight, making it adaptable for organizations of all sizes. His philosophy, encapsulated in the concept of "AI Years," allows leaders to become more effective in mere hours.
His real-world impact spans multiple sectors, from driving AI product development in tech and spearheading ethical AI initiatives in corporate governance to enhancing engagement for non-profits. Djuradj also serves as a dedicated partner in strategy, blending AI with behavioral economics and psychotherapy to empower executives in navigating the ethical complexities of AI adoption.
As an active member of the EU AI Governance Alliance and the OECD's AI Policy Observatory, Djuradj is committed to advancing ethical AI leadership, ensuring that organizations not only comply with regulations but lead the charge in responsible AI implementation, balancing innovation with societal impact.
About "The Book That Changed Me":
In this powerful and innovative guide, Djuradj Caranovic masterfully blends cutting-edge science, practical wisdom, and deep psychological insight to offer a new paradigm for personal transformation. Drawing from his unique background in economics, behavioral science, and psychotherapy, Djuradj presents a holistic approach to overcoming obstacles and unlocking your full potential.
Key features of "The Book That Changed Me":
Discover pioneering models that integrate insights from finance, psychology, and artificial intelligence
Learn how to view challenges through multiple lenses, uncovering hidden solutions
Explore real-life case studies of visionary entrepreneurs and executives who have achieved breakthrough transformations
Gain practical tools for building resilience, adaptability, and emotional intelligence
Understand the neuroscience behind lasting personal change
Access a companion online community for ongoing support and growth
Whether you're a business leader seeking to drive innovation, an individual at a personal crossroads, or simply someone committed to continuous self-improvement, this book offers invaluable insights for navigating the complexities of modern life.
About LXBP - Inner Pathways:
LXBP - Inner Pathways is a fully AI-driven company, hosting one of the world's first behavioral practices pattern databases (10,000+ unconscious and conscious behaviors), with no front-end employees. We offer three revolutionary services:
I. Market Simulation: Addressing costly and time-consuming market research challenges, our pattern recognition engine, powered by 6,000+ AI agents (personas or companies), provides rapid product and service testing, simulating market behavior. This service delivers accurate market response predictions within hours, reducing risk and accelerating time-to-market decisions with ~82% accuracy and improving.
II. Cognitive Enhancement: For C-level executives, high-net-worth individuals, and influential figures, our 7,000+ AI personas analyze unconscious behaviors, generate diverse perspectives on ideas, enhance communication styles, and boost critical thinking and philosophical reasoning.
III. Custom Pattern Recognition Engine Creation: We design and develop tailored pattern recognition engines for clients, enabling them to harness the power of AI for their specific industry needs and behavioral analysis requirements.
This cutting-edge AI is refined by a small backend team of neuroscientists, psychologists, and industry experts, ensuring unparalleled performance in decision-making optimization and market insights."
Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest
Links Mentioned in this Episode:
Want to learn more? Check out LXBP - Inner Pathways website at
https://innerpathways.org/
Check out LXBP - Inner Pathways on LinkedIn at
https://www.linkedin.com/company/innerpathways/
Check out Djuradj Caranovic on LinkedIn at
https://pt.linkedin.com/in/djuradj
Check out "The Book That Changed Me" on Amazon
https://www.amazon.com/Book-That-Changed-Me/dp/B0D8H2BRC8
Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!
More from UpMyInfluence:
We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.
Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.
What is your #1 Lead Generation BLOCKER? Take my free quiz here.
Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

Sep 17, 2024 • 18min
2016 – Mastering the Art of Managing Remote Teams with Zabota’s Benjamin Morone
Navigating the World of Virtual Staffing: The Rise of AI in Recruitment
In a recent episode of "The Thoughtful Entrepreneur," host Josh sat down with Benjamin Moróne, the founder of Zabota, a company specializing in virtual staffing. The conversation delved into the evolving landscape of virtual staffing, particularly focusing on hiring talent from Latin America and Central and Eastern Europe for online service-based businesses in the United States. This blog post will break down the key insights and actionable advice shared by Benjamin, providing a comprehensive guide for business owners looking to optimize their virtual staffing strategies.
Benjamin Moróne, originally from Montana and currently residing in Warsaw, Poland, founded Zabota approximately two and a half years ago. Zabota's mission is to connect U.S. businesses with skilled talent from Latin America and Central and Eastern Europe, specializing in roles ranging from executive assistants to positions just below the Chief Marketing Officer (CMO) level. One of the most significant trends Benjamin highlighted is the increasing influence of artificial intelligence (AI) in recruitment and the work performed by virtual staff. Candidates are enhancing their skills by taking online courses on platforms like Udemy and Coursera, focusing on integrating AI into their work. This trend reflects a broader shift in the job market, where candidates strive to make themselves more attractive to potential employers.
Effective onboarding is crucial for integrating new hires into a company. Benjamin emphasized the importance of context in the onboarding process. Business owners, especially those who have been running their companies solo for several years, often have a comprehensive understanding of their operations. However, new hires may only see fragments of the business. Therefore, it is crucial for business owners to distill their knowledge into manageable pieces that new employees can understand. Benjamin introduced the concept of a "two-part onboarding" process: Company Context Onboarding and Role-Specific Onboarding. This structured program should last at least two to three weeks to ensure new hires have a solid foundation.
About Benjamin Moróne:
Benjamin Moróne is an American entrepreneur and innovator based in Warsaw. After graduating from university, Ben traveled across Europe and observed several issues within the recruitment industry, including their fee structures, guarantees of results, and their sources of talent.
From this moment he founded Zabota -A talent acquisition that helps individuals land on the company that is fit for their skills. He sees many talented people during his travels who could fill the job openings he knew about. Ben’s company ensures that both the valuable time and money of their clients are well-spent from the moment they begin working with them. Zabota aims not only to help business owners but also the talent that Europe & LATAM can offer.
About Zabota:
Zabota specializes in placing pre-vetted, European & Latam English-speaking talent in businesses. We offer a comprehensive service that includes intensive headhunting, leveraging AI for vetting, and understanding local work ethics and values. Zabota.io saves costs for clients while increasing generational wealth for talented individuals globally. We handle the entire hiring process, from strategy and attraction to vetting, interviewing, and onboarding, ensuring a perfect fit for the your needs. Additionally, they offer a guarantee, replacing hires for free if necessary.
Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest
Links Mentioned in this Episode:
Want to learn more? Check out Zabota website at
https://www.zabota.io/
Check out Zabota on LinkedIn at
https://www.linkedin.com/company/zabota
Check out Benjamin Moróne on LinkedIn at
https://www.linkedin.com/in/benjamin-mor%C3%B3ne-454009112
Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!
More from UpMyInfluence:
We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.
Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.
What is your #1 Lead Generation BLOCKER? Take my free quiz here.
Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

Sep 16, 2024 • 17min
2015 – Strategies for Maximizing Your Business Valuation in M&A with Sierra Pacific Partners’ Scott Weavil
Navigating the Lower Middle Market: Mergers and Acquisitions Insights
In the latest episode of our podcast, host Josh sits down with Scott Weavil, an M&A advisor and managing director of Sierra Pacific Partners, to delve into the intricacies of mergers and acquisitions (M&A) within the lower middle market. Scott brings a wealth of knowledge and experience to the table, offering valuable insights for business owners considering an exit strategy or exploring growth through acquisitions. This blog post will break down the key points discussed in the episode, providing actionable advice and thorough explanations to guide listeners through the M&A landscape.
Josh kicks off the episode by introducing Scott Weavil, highlighting his expertise in the field of mergers and acquisitions. Scott's firm, Sierra Pacific Partners, specializes in sell-side advisory services, helping business owners navigate the complexities of selling their companies. Scott likens his role to that of a real estate agent, but instead of selling properties, he facilitates the sale of businesses across various industries in the United States. Scott provides an overview of the current M&A landscape, noting that while there were high expectations for the first half of 2024, the reality has been mixed. Despite media focus on large, high-profile deals, the lower middle market has remained active, with interest rates stabilizing and leading to increased activity.
Scott explains that Sierra Pacific Partners primarily handles buyout transactions, aiming to sell businesses outright rather than seeking minority investments. The firm operates in a wide range of industries, including Software as a Service (SaaS), restaurants, construction, and healthcare technology. This diverse portfolio allows Scott and his team to apply insights and strategies from one sector to another, enhancing their advisory capabilities. For business owners contemplating an exit in the next three to five years, Scott offers valuable advice on increasing their company's valuation, emphasizing the importance of clean financials and reducing owner dependence.
About Scott Weavil:
Scott Weavil is the founder of Sierra Pacific Partners, a lower middle market investment bank focused on sell-side mergers and acquisitions (M&A) advisory services. Sierra Pacific Partners functions like a real estate agent, but in the complex world of selling businesses rather than buildings. Scott began his career as a Wall Street M&A attorney working on multi-billion dollar public company transactions and started Sierra Pacific Partners to provide expert advice and high-touch service to lower middle market companies throughout the United States. Scott holds a national FINRA Series 79 (Investment Banking Representative) and is a Certified Merger & Acquisition Advisor (CM&AA), a FINRA-recognized designation. He is a member of the Alliance of Merger & Acquisition Advisors (AM&AA), Association for Corporate Growth (ACG), and ProVisors, among other professional organizations. He attended Duke University and Vanderbilt Law School. Scott lives in Lake Tahoe with his wife and daughter. He enjoys outdoor adventures and has climbed Denali unguided.
About Sierra Pacific Partners:
Sierra Pacific Partners is a boutique sell-side M&A advisory firm and investment bank.
We advise dynamic companies and their owners at key inflection points.
Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest
Links Mentioned in this Episode:
Want to learn more? Check out Sierra Pacific Partners website at
https://www.sierrapacificpartners.com/
Check out Sierra Pacific Partners on LinkedIn at
https://www.linkedin.com/company/sierra-pacific-partners
Check out Scott Weavil on LinkedIn at
https://www.linkedin.com/in/scottweavil
Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!
More from UpMyInfluence:
We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.
Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.
What is your #1 Lead Generation BLOCKER? Take my free quiz here.
Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

Sep 15, 2024 • 17min
2014 – Personalizing Automotive Marketing in a Digital Age with Team Velocity’s David Boice
Transforming the Automotive Industry: Insights and Strategies
In a recent episode of our podcast, we had the pleasure of hosting David Boice, the co-founder and CEO of Team Velocity. The conversation delved into the transformative work Team Velocity is doing in the automotive industry, focusing on technology and advertising solutions that enhance customer experiences. This blog post will break down the key insights and actionable advice shared during the episode, providing a comprehensive guide for automotive professionals looking to innovate and improve their marketing strategies.
The episode begins with the host engaging the audience by discussing the importance of introductions to partners, investors, influencers, and clients. He shares his extensive experience, having had private conversations with over 2,000 leaders to uncover where their best business comes from. The host promotes a free video resource available at upmyinfluence.com, which outlines steps to achieve 100% inbound marketing in the automotive industry over the next 6 to 8 months, emphasizing a spam-free, ad-free approach.
David Boice is introduced as the co-founder and CEO of Team Velocity, a company that collaborates with tier-one automotive manufacturers and individual car dealerships. Team Velocity specializes in technology and advertising solutions aimed at enhancing the sales and service processes within the automotive industry. David explains the fragmented nature of the automotive industry, where customers often encounter disjointed experiences when purchasing a vehicle. He describes a typical scenario where a customer might interact with multiple independent applications, leading to confusion regarding pricing and services. Team Velocity has developed a customer experience platform that integrates various technologies to create a seamless transaction process from initial engagement to final purchase. This platform aims to eliminate the disconnect that consumers often face, providing a more cohesive and user-friendly experience.
About David Boice:
Self-made and innovative, David is a pioneer in auto industry technology. Throughout his impressive career, he has owned numerous companies in the automotive, tech, RV, marine and real estate sectors. Boice co-founded two of the largest tech and consulting companies (AutoMark and CyberCar) in the automotive trade, with an enterprise value of $200 million. He co-founded his first technology company, AutoMark, with his father at 22, selling in 2000 as part of one of the largest technology transactions in the automotive industry. In 2008, he broke through a challenging economy and co-founded the most sophisticated, data-driven marketing agency in the automotive industry: Team Velocity. Team Velocity’s specialized technology platform, Apollo, is designed specifically for automotive dealerships. Apollo uses smart data-driven marketing strategies to make the car-buying process smoother, creating an Amazon-esque experience for car buyers.
About Team Velocity:
Team Velocity is revolutionizing the automotive industry with technology that digitizes the car buying and vehicle ownership processes.
Made by dealers for dealers, our Customer Experience Platform (CXP), Apollo®, provides a suite of integrated applications that make, manage and measure frictionless consumer experiences, from the initial engagement to a final transaction. Apollo empowers dealers to own the entire customer journey by delivering hyper-personalized campaigns across every touchpoint, maximizing ROI and lifetime revenue.
With Apollo, Team Velocity is the only team your dealership will ever need.
Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest
Links Mentioned in this Episode:
Want to learn more? Check out Team Velocity website at
https://teamvelocitymarketing.com/
Check out Team Velocity on LinkedIn at
https://www.linkedin.com/company/team-velocity/
Check out David Boice's website at
https://davidboice.com/
Check out David Boice on LinkedIn at
https://www.linkedin.com/in/davidboice/
Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!
More from UpMyInfluence:
We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.
Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.
What is your #1 Lead Generation BLOCKER? Take my free quiz here.
Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

Sep 14, 2024 • 21min
2013 – How AI is Transforming Customer Interactions and Contact Centers with Waterfield Tech’s Kerry Robinson
The Transformative Impact of AI on Customer Service
In a recent episode of our podcast, we delved into the transformative role of artificial intelligence (AI) in customer service, particularly within contact centers. Our guest, Kerry Robinson, the Vice President of Conversational AI at Waterfield Technologies, shared invaluable insights into the advancements in AI technology and its implications for businesses. This blog post will break down the key points discussed in the episode, providing actionable advice and thorough explanations to guide listeners and readers alike.
Kerry Robinson shares their long-standing involvement in AI, dating back to their childhood, and reflects on the evolution of AI over the decades. They emphasize that the last two years have marked a significant turning point in AI capabilities, moving beyond previous hype cycles to a point where AI can genuinely exhibit forms of intelligence that can be leveraged in practical applications. Modern AI can hold conversations, summarize information, translate languages, and solve complex problems, which are being applied in real-world scenarios, revolutionizing workplaces and personal lives.
The conversation shifts to the specific applications of AI in contact centers, where Waterfield Technologies operates. Kerry notes that the contact center industry has historically faced challenges related to staffing and operational efficiency. They point out that many tasks currently outsourced to human agents could be more effectively managed by AI technologies. For instance, Klarna, a financial services company, successfully automated 70% of its customer interactions using AI, improving efficiency and resulting in higher customer satisfaction compared to interactions with human agents.
About Kerry Robinson:
Kerry Robinson is the VP of Conversational AI at Waterfield Tech, a leading global provider of CX technology and services. With over 20 years of experience in data, AI, and customer experience, Kerry expertly navigates the realms of IVR, voice technology, and chatbots to maximize business ROI. As the former CEO and builder of VoxGen, which was successfully acquired, he brings a wealth of knowledge and innovation to his role. An Oxford-trained physicist with a Master’s in AI, Kerry is a relentless seeker, master builder, and devoted creator of impactful experiences. His unique blend of technical prowess and strategic vision keeps Waterfield Tech at the forefront of conversational AI.
About Waterfield Tech:
Waterfield Tech is a global customer experience tech and services provider spanning the leading CCaaS, conversational AI, and WEM platforms.
Waterfield Tech transforms experiences for organizations worldwide. Operating across six continents, our employees leverage a consultative, client-centric approach to design, build, and manage scalable, omnichannel and AI-enabled business solutions. Our breakthrough innovations in contact center technology, applied artificial intelligence (AAI), workforce engagement, and secure digital infrastructure reduce business costs, improve customer satisfaction, and help customers deploy a smarter utilization of the human workforce.
Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest
Links Mentioned in this Episode:
Want to learn more? Check out Waterfield Tech website at
https://waterfieldtech.com/
Check out Waterfield Tech on LinkedIn at
https://www.linkedin.com/company/waterfield-technologies
Check out Kerry Robinson on LinkedIn at
https://uk.linkedin.com/in/k3rryrobinson
Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!
More from UpMyInfluence:
We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.
Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.
What is your #1 Lead Generation BLOCKER? Take my free quiz here.
Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

Sep 13, 2024 • 20min
2012 – Transforming Your Networking Skills for Business Growth with Michael Forman
Mastering Networking and Communication for Business Success
In the latest episode of our podcast, we had the pleasure of hosting Michael Forman, a renowned keynote speaker specializing in networking and communication. Michael shared his wealth of knowledge on how professionals can enhance their networking skills, build meaningful connections, and effectively follow up to maintain relationships. This blog post delves into the key takeaways from the episode, providing actionable advice and detailed insights to help you master the art of networking and communication for business success.
The host kicked off the episode by emphasizing the critical role of networking and communication in the business world. Successful networking can lead to valuable introductions to partners, investors, influencers, and clients. To support listeners in their networking journey, the host mentioned a free video resource available on their website, which outlines steps to achieve 100% inbound marketing without relying on spam, ads, or sales tactics. This resource is based on the host's 15 years of experience in generating significant revenue for their companies. Michael Forman was introduced as a specialist in helping professionals improve their networking and communication skills. His approach varies depending on the audience, whether he is speaking to C-suite executives or sales teams. Michael emphasized that effective networking and communication can significantly increase profit margins in a short period.
Michael outlined several key strategies for effective networking, each of which is broken down in detail. These include listening first to gauge relevant conversations, making eye contact to convey confidence, offering a firm handshake to set a professional tone, and injecting value by contributing relevant insights. He also introduced the acronym FORM (Family, Occupation, Recreation, Message) as a tool for building rapport and stressed the importance of active listening and consistent follow-up. Michael provided a structured approach to follow-up, including sending a thank-you email the same evening, a handwritten note the next morning, and subsequent emails if there was no response. The host wrapped up the episode by encouraging listeners to visit Michael Forman’s website for additional resources and to implement the strategies discussed to enhance their networking skills and drive business success.
About Michael Forman:
Michael Forman is renowned for his exceptional communication skills and distinguished expertise in the realm of networking and he is author of the book “Networking Unleashed”, which he adeptly transforms into an engaging and financially rewarding experience.
He stands as a leading authority in the field and is highly sought after for his captivating presentations on the subject. Through his extensive repertoire of engagements, he has consistently contributed to the substantial enhancement of corporate profitability.
Beyond his professional accomplishments, Michael is a distinguished Veteran of Desert Storm, a testament to his commitment to service. While he finds great fulfillment in public speaking, his foremost devotion is to his wife and two sons, with whom he resides in Cumming, Georgia.
Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest
Links Mentioned in this Episode:
Want to learn more? Check out Michael Forman's website at
https://www.michaelaforman.com/
Check out Michael Forman on LinkedIn at
https://www.linkedin.com/in/michaelforman/
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Sep 12, 2024 • 25min
2011 – Overcoming Limiting Beliefs and Finding Balance in Business Success with Will Steel
Transformational Leadership: Understanding and Overcoming Limiting Beliefs
In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a thought-provoking conversation with Will Steel, a transformational leadership and business coach. The discussion delves into the profound impact of personal transformation on business success, emphasizing the importance of overcoming limiting beliefs, addressing burnout, and the pivotal role of coaching. This blog post will break down the key insights from the episode, offering actionable advice and thorough explanations to guide listeners on their journey to becoming effective leaders.v
Will Steel has dedicated over 15 years to leading transformational programs globally. Now, he runs his own coaching business, focusing primarily on business owners. Will emphasizes that by transforming the individual behind the business, the business itself can flourish. He often encounters clients who feel overwhelmed, burnt out, or stuck in their current situations, and he helps them navigate these challenges to achieve significant growth. One compelling example shared by Will involves a client who owned multiple car body shops and was working excessively long hours, especially during the pandemic. Through coaching, Will guided him to delegate responsibilities by appointing managers for each shop, allowing the client to reduce his work hours significantly while still achieving impressive business results.
Will also discusses his upcoming book, "Free to Lead," which aims to provide insights into leadership and personal transformation. He shares that the book is inspired by his work in the Middle East and seeks to empower leaders to break down barriers that prevent them from being their best selves. The book will guide readers through self-reflection exercises, offer practical insights, and empower them to take charge of their own journeys to become effective leaders. In summary, this episode of "The Thoughtful Entrepreneur" offers valuable insights into transformational leadership and the importance of personal growth in achieving business success. For more insights and resources, visit Josh's website at upmyinfluence.com.
About Will Steel:
Having coached individuals from all walks of life - including CEO’s, top business executives, entrepreneurs, rocket scientists, politicians, senior military and civil service personnel, psychologists, world champion athletes, celebrities, musicians, and religious leaders from all denominations including Tibetan monks – Will has developed the unique ability to quickly identify what blocks people from being effective in producing breakthrough results. Listening from the ontological perspective, Will is able to guide you to see and conquer what you have been blind to and blocked by, enabling you to act free from your limiting beliefs and constraints.
Earlier in life Will graduated from the Royal Air Force College Cranwell with the Leadership Trophy, flew as a military pilot for 10 years, and as a commercial pilot for a further 2 years. While fully able to think on his feet in highly challenging real-life dangerous situations, the sensitivity and listening skills needed for the civilian and business world got honed in the Personal Development arena. With his ability to listen from the ontological perspective, Will delivers unprecedented results that will far exceed your expectations.
About Will Steel Coaching:
Whatever area in life you are looking to enhance, from career development to improving confidence, Will Steel will design a coaching package that will work best for your situation. Get in touch today, and we will help you begin your journey.
Live a life that works for you, that you really love, that produces incredible results.
Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest
Links Mentioned in this Episode:
Want to learn more? Check out Will Steel Coaching website at
https://willsteel.com/
Check out Will Steel on LinkedIn at
https://uk.linkedin.com/in/will-steel
Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!
More from UpMyInfluence:
We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.
Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.
What is your #1 Lead Generation BLOCKER? Take my free quiz here.
Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

Sep 11, 2024 • 18min
2010 – Why AI Can’t Replace Your Financial Partner in Business with TeKoda Accounting’s Tevia Hoalst
Navigating the Complexities of Financial Management
In a recent podcast episode, host Josh engages in a compelling conversation with Tevia Hoalst, the founder of TeKoda Accounting. The discussion delves into the accounting industry, its current challenges, and the pivotal role of company culture in fostering a successful business environment. Tevia shares her unique perspective on the importance of having a reliable financial partner and offers practical advice for business owners navigating their financial management. This blog post will break down the key insights from the episode, providing actionable advice and thorough explanations to guide business owners in managing their financials effectively.
Tevia begins by explaining the origin of the name "TeKoda," a creative blend of her name and a previous company name, "Kota." This unique branding strategy not only sets her apart in search results but also reflects her innovative approach to business. TeKoda Accounting aims to "obliterate the status quo" in the accounting industry, focusing on creating a positive culture for employees and, in turn, enhancing the client experience. Their services encompass a wide range of accounting functions, including bookkeeping, payroll, and invoicing. TeKoda Accounting partners with CPAs for tax-related matters, ensuring comprehensive financial management for their clients.
One of the most pressing issues in the accounting sector is the impact of AI. While AI has the potential to streamline certain processes, Tevia believes that it cannot replace the human element of financial management. AI can automate repetitive tasks, but the strategic and analytical aspects of accounting still require human expertise. Another critical challenge is the shrinking workforce in the accounting field, leading to increased competition for talent. Tevia emphasizes the importance of cultivating a strong company culture to attract and retain top talent in this competitive landscape.
About Tevia Hoalst:
Tevia Hoalst is the founder of TeKoda Accounting, with a passion for helping others, she’s made it her mission to obliterate the status quo in the accounting industry and has since grown her company into a successful woman-owned business, who’s earned the Inc Power Partner award and Inc Best Workplaces 2024. (that one is not public yet though!) Under Tevia’s guidance, TeKoda Accounting has grown into a thriving firm, offering a comprehensive range of accounting services to clients across various industries. The company is known for its commitment to its positive company culture and for delivering personalized attention, innovative solutions, and support to its clients.
About TeKoda Accounting:
We are an accounting firm based in Boise, Idaho. We have a national reach with clients and employees all across the country. Our accounting team has a proven track record of successfully managing finances across 60+ industries. In addition, we are committed to staying up-to-date on the latest accounting practices and certifications. As a result, you can be confident that your finances are done right. Guaranteed!
Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest
Links Mentioned in this Episode:
Want to learn more? Check out TeKoda Accounting website at
https://www.tekodaaccounting.com/
Check out TeKoda Accounting on LinkedIn at
https://www.linkedin.com/company/tekoda-accounting
Check out Tevia Hoalst on LinkedIn at
https://www.linkedin.com/in/tevia-hoalst
Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time!
More from UpMyInfluence:
We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE.
Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here.
What is your #1 Lead Generation BLOCKER? Take my free quiz here.
Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.