In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Co-Founder and Co-CEO of Ameetee, Mila Khrapchenko. Mila Khrapchenko discussed how Ameetee serves primarily institutional market players such as brokers, wealth managers, banks, and family offices, rather than individual investors. She elaborated on the types of companies and startups featured on Ameetee. According to Mila, Ameetee's investment team carefully vets companies from round B and onwards, up to series E and beyond, ensuring that only well-evaluated investment opportunities are available to investors. Companies like Telegram and other promising startups across various industries and regions exemplify the offerings on Ameetee. Mila also highlighted the extensive resources Ameetee provides, including investor materials and data rooms for each investment opportunity. These resources, which are not readily available under prominent names, are made accessible through Ameetee’s rigorous due diligence process. Ameetee offers alternative asset allocation for underbanked clients and a platform for companies seeking capital. Mila noted that Ameetee facilitates deal syndication, investment trimming, and access to the secondary market for funds. This enables medium-sized banks and small brokers to offer alternative investments, thus reaching new investor demographics and enhancing the capacity for financial institutions to facilitate investment opportunities. Key Points from the Episode: Ameetee's role as a bridge between private market investments and financial institutions' clients Types of companies and startups listed on Ameetee Benefits of Ameetee for the investment community Ameetee's focus on partnering with financial institutions, not individual investors Ameetee's investment team's vetting process for listed companies Benefits of Ameetee for financial institutions, including syndicating deals and accessing the secondary market Current landscape and challenges faced by startups and the VC industry The potential resurgence of specific industries such as AI, fintech, and e-commerce Ameetee's plans to implement AI technologies to streamline investment processes About Mila Khrapchenko: Mila Khrapchenko is a distinguished figure in the investment banking sector, boasting over two decades of expertise, particularly in cross-border transactions. Her tenure as Managing Director of Structured Products at a prominent emerging market private bank underscores her adeptness. She spearheaded a team of 13 experts there, overseeing a substantial $2 billion portfolio. Her endeavors extended to founding a venture business line at BCS Financial Group in 2020 alongside Sergey Shlyuger, achieving remarkable early success and efficiency in operations. Beyond her corporate achievements, Mila is a notable angel investor with over 30 early-stage venture capital investments worldwide. She actively contributes to the entrepreneurial ecosystem, offering valuable fundraising, networking, and strategic guidance within various angel investor communities. Mila's latest initiative, Ameetee, embodies her innovative spirit. This B2B fintech platform revolutionizes how financial institutions present investment opportunities in private companies to their clients, making equity in private enterprises accessible to a broader range of economic organizations, thereby democratizing the market. About Ameetee: Ameetee is an innovative B2B fintech platform transforming how financial institutions of all sizes offer investment opportunities in private companies. By providing a white-label solution, Ameetee enables these organizations to present private company shares as securities to their clients, democratizing the investment landscape. The initiative is driven by a team of experienced investment professionals committed to making private market shares accessible and understandable to a broader audience. The platform stands out for involving investment professionals in meticulously assessing and conducting due diligence on every deal. Only high-quality deals that pass this rigorous evaluation process proceed to have securities created by a reputable professional administrator. These securities are then made available to clients through various channels, including bank apps, online banking portals, or directly via a bank manager. Ameetee’s approach ensures that investments are accessible to the end client and align with the commercial terms of the original deal, offering a seamless, risk-adjusted path to private market investments. Tweetable Moments: 03:55 - "We know how to do due diligence, and we prove the investment opportunities ourselves." Links Mentioned in this Episode: Want to learn more? Check out Ameetee’s website at https://ameetee.io/ Check out Ameetee at LinkedIn at https://www.linkedin.com/company/ameetee/ Check out Mila Khrapchenko on LinkedIn at https://www.linkedin.com/in/mila-khrapchenko/ 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.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder of Matureprenuer World, Jannette Anderson Jannette Anderson, known as the "MaturePreneur Maverick" and the founder of MaturePreneurWorld, discussed the emergence of the mature entrepreneur and the unique opportunities and challenges associated with aging in the entrepreneurial realm. The discussion began with admiration for Jannette's message, which resonates with those at a life stage brimming with new possibilities. Jannette covered the valuable attributes older individuals bring, such as emotional intelligence and accumulated wisdom, which can enhance an organization's culture and create a more grounded work environment. Despite the difficulties in obtaining funding and support, she provided inspiring examples of mature entrepreneurs who have overcome age-related stereotypes to achieve success. Jannette highlighted the significant context and big-picture thinking that mature individuals offer, which are essential for innovation and problem-solving in various roles. Jannette passionately outlined the potential of individuals in their 50s, 60s, and 70s, emphasizing that this demographic, often eager to start new ventures and work on their terms, should be noticed. Key Points from the Episode: Rise of the mature entrepreneur Opportunities and challenges faced by older individuals in the entrepreneurial marketplace Value of experience, emotional intelligence, and wisdom of older individuals Upcoming conference for individuals aged 55 and above Importance of recognizing the potential of older individuals seeking new opportunities Challenges faced by older entrepreneurs, including invisibility and ageism The value that older individuals bring to the workplace, including emotional intelligence and experience Importance of tapping into the underutilized talent, wisdom, and experience of older individuals in the workforce Details about the "Unconventional Convention" for individuals aged 55 and above Need for events and conversations focused on "refiring" rather than retiring About Jannette Anderson: Jannette Anderson is a distinguished figure in business development, with vast experience spanning over 35 years in strategic planning, sales, and marketing. Her career began at the tender age of 7, demonstrating her early dedication and passion for the field. Throughout her career, Anderson has held various significant roles, from being a corporate trainer to teaching marketing and entrepreneurship at universities and colleges. Moreover, she has easily navigated the corporate sector, occupying positions from a print-shop press operator to V.P. Professional Services for a leading Canadian Fortune 500 company. Despite her success in corporate roles, she has found her true calling in aiding entrepreneurs to unveil and articulate their value, enabling them to achieve substantial impact and financial success. Beyond her professional achievements, Jannette harbors a deep passion for facilitating personal transformation. She has been instrumental in certifying coaches and leading transformative personal development workshops for over three decades. Her commitment extends to aiding experts and business owners to optimize their mindset for business success. Jannette adopts a contrarian approach, focusing on practical strategies over theoretical knowledge, ensuring her clients achieve the positive outcomes they seek. This unique blend of professional acumen and personal development expertise makes Jannette a profound influence on those looking to navigate the complexities of business and personal growth. About Maturepreneur World: The Maturepreneur World serves as a platform for individuals who believe they have much more to achieve. This platform offers a space to connect, learn, grow, explore opportunities, and receive support for transformational endeavors. The two-day Maturepreneur Conference provides attendees with insights, inspiration, and connections to advance their aspirations. This event caters to those aiming to launch or expand a business, reenter the workforce, or establish a lasting legacy, acting as a gateway to new possibilities. Participants are encouraged to ignite their passions, broaden their perspectives, and seize the boundless opportunities presented. Distinct from typical events focused on aging, which often cover topics like assisted living and hobbies, the Maturepreneur Conference targets those who wish to remain actively engaged in meaningful pursuits beyond traditional leisure activities. This conference is ideal for those seeking to contribute significantly, stay involved, and earn income well into their later years. About Bodacity: Bodacity represents a dynamic movement aimed at igniting a worldwide shift in consciousness, specifically designed to empower women to live their purpose and find pleasure in both monumental and minute aspects of their daily lives. The mission extends beyond fostering individual growth; it involves bolstering leaders to enhance their influence and collectively harness resources toward addressing global issues. By aspiring to create a community of over a million strong women, Bodacity is dedicated to eradicating the pervasive feeling of "Not Enoughness"—the all-too-common self-doubt about one's intelligence, worth, appearance, and other insecurities fueled by societal narratives. This initiative is rooted in the belief that creating a life and world filled with meaning and satisfaction is a collective effort where every individual's contribution is valued and vital. The movement strategically focuses on 'mompreneurs'—from self-employed women to those who helm businesses of varying scales—underlining the notion that entrepreneurship is a potent avenue for making a significant impact while achieving financial prosperity. Bodacity posits that business engagement is a formidable platform for expression, innovation, and fulfilling dreams. However, the community is not exclusive to entrepreneurs; it encourages all members to pursue or consider developing a part-time business as a means of revenue, contribution, and independence. Ultimately, Bodacity is about more than just encouragement and connection; it's a support system that challenges and empowers women to redefine their mindset and actions to immediately manifest the life and business aspirations they desire. Tweetable Moments: 14:32 - "I'm 64 and I have never been more grounded, happy about my life, free from approval issues, energized, and juiced about my passion. That's what you're going to find in a lot of older people now that we didn't have previously." Links Mentioned in this Episode: Want to learn more? Check out Maturepreneur World’s website at https://maturepreneur.world/ Check out Bodacity’s website at https://www.bodacity.ca/ Check out Jannette Anderson on LinkedIn at https://www.linkedin.com/in/jannetteanderson-bodacity-ca/ Check out Jannette Anderson’s giveaway “Your Genesis Story Training” at https://www.bodacity.ca/genesis-story 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.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Founder and CEO of Maple Tree Marketing, Roger Littlepage. Roger Littlepage shared insights from his career in the marketing industry. He explained how his hospitality and hotel marketing background established a solid foundation in customer service and relationship building. Faced with the challenges of the COVID-19 pandemic, Roger initiated Maple Tree Marketing during significant industry disruption. Roger emphasized the significance of fostering meaningful relationships, stating that cultivating these connections is crucial for long-term success and growth. He emphasized the role of targeted advertising and data-driven decisions in today’s digital landscape, advising business owners to focus on revenue-enhancing activities and seek professional expertise to optimize efforts. Roger also highlighted the dynamic nature of the marketing field, urging leaders to stay informed and adaptable by engaging with peer groups and utilizing educational resources. This approach, he suggested, is vital for maintaining a competitive edge. Key Points from the Episode: Roger Littlepage's journey in the marketing industry Challenges faced during the COVID-19 pandemic Importance of building meaningful relationships for success Strategic approach to marketing, including targeted advertising and data-driven decision-making Advice for business owners to focus on money-making activities and seek professional expertise Continuous learning and adaptation in the marketing landscape Practical advice for engaging the services of a marketing professional Importance of learning from mistakes and surrounding oneself with knowledgeable individuals Invitation to explore Maple Tree Marketing's website for further assistance Overall insights into effective marketing strategies and the importance of staying informed and adaptable in the business world About Roger Littlepage: Roger Littlepage is a dynamic entrepreneur with a rich background across multiple industries, including hospitality, automotive, real estate, and retail. His adeptness at nurturing relationships, generating innovative ideas, and crafting long-term strategic plans has propelled significant growth for numerous client companies. Starting his career at Booking.com as a customer service night shift worker, Roger quickly ascended to senior account management, establishing offices in Orlando and Miami within five years. His pivotal role at Marriott International, especially as a founding eChannels & eCommerce team member, underscores his substantial impact on digital and franchise portfolio marketing across North America. The onset of the 2020 pandemic marked a turning point in Roger's career, leading him to venture into entrepreneurship by establishing Maple Tree Marketing. Despite the challenging timing, his company became a beacon for hoteliers seeking to rebound and attract guests, demonstrating Roger's acute business acumen and ability to thrive under pressure. Under his leadership, Maple Tree Marketing has grown remarkably, boasting over 180 clients and a stellar 95% retention rate. The firm's expansion into innovative services, such as augmented reality, further exemplifies Roger's forward-thinking approach. Besides his professional pursuits, Roger dedicates himself to family, faith, and adventure. He seeks out off-the-grid experiences and enjoys powered paragliding, reflecting his adventurous spirit and commitment to personal growth. About Maple Tree Marketing: Maple Tree Marketing is a pioneering force within the hospitality and digital marketing, driven by a mission to forge authentic marketing experiences. With a comprehensive array of services, including SEO, paid media, OTA support, social media, and beyond, they tailor custom marketing strategies to suit any budget. Each client benefits from the expertise of a dedicated hospitality specialist and project manager, ensuring personalized communication, strategy, and support. This client-centric approach underscores their dedication to fostering success and adapting to their business partners' unique needs and financial plans. The foundation of Maple Tree Marketing lies in its deep-rooted understanding of the hospitality industry, blending proven marketing tactics with innovative ideas to stand out in a crowded marketplace. Their commitment to affordability, customization, and in-house solutions reflects their agility and readiness to respond to the industry's evolving demands and their clientele. At the core of their operations is a focus on integrity, relationship-building, and a solid reputation, positioning them as a trusted extension of the teams they collaborate with. Their promise of a dedicated marketing manager for each program ensures tailored strategy execution and alignment with the specific objectives of each hotel, highlighting their comprehensive and client-focused approach. Tweetable Moments: 07:41 - "Don't be afraid to change things up based on data and the strategy that you have in place." Links Mentioned in this Episode: Want to learn more? Check out Maple Tree Marketing’s website at https://mapletreemarketing.com/ Check out Maple Tree Marketing on LinkedIn at https://www.linkedin.com/company/maple-tree-marketing/ Check out Maple Tree Marketing on Facebook at https://www.facebook.com/DigitalbyMapleTree Check out Maple Tree Marketing on Instagram at https://www.instagram.com/mapletree.marketing/ Check out Roger Littlepage on LinkedIn at https://www.linkedin.com/in/roger-littlepage/ 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.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Chairman and Founder of Entelechy Academy, David Carter. David Carter, the Chairman and Founder of Entelechy Academy, discussed the creation and evolution of his educational institution. He spoke about the challenges and victories of establishing a school to transform learning and professional development. David's enthusiasm for education was evident as he discussed the initial phases of establishing what would later become a pioneering force in the industry. David also stressed the value of acknowledging every success, big or small, as each is a step toward more significant accomplishments. David openly discussed his obstacles and shared insights on overcoming them, highlighting the significance of resilience and adaptability. He also focused on the role of technology in contemporary education and pointed out how Entelechy Academy utilizes advanced tools to improve the educational experience. He mentioned specific platforms and software that have made a significant impact, along with examples of their implementation at the academy. Key Points from the Episode: Entelechy Academy Entrepreneurship Business strategies Leadership Innovation Success stories Personal development Industry insights About David Carter: David Carter, renowned as 'the World's Leading CEO Mentor', is a distinguished serial entrepreneur with over 40 years of experience pioneering innovative businesses and guiding leaders and influencers worldwide. His crowning achievement, Entelechy Academy, embodies the culmination of his career and his most significant legacy project. By uniting exceptional educators, coaches, and professional organizations, David has created a platform aimed at aiding millions in realizing their utmost potential and becoming the best versions of themselves. His career is marked by a consistent theme of conceiving novel business ideas and tirelessly working to turn them into reality, often overcoming skepticism and doubts from others about the feasibility of his visions. From his early years in investment banking and private equity across diverse global markets to his ventures in the UK leisure sector and leadership at Merryck & Co.,David has demonstrated an unyielding commitment to personal and professional growth. Notably, his work has significantly contributed to the understanding and application of character qualities essential for success, offering a unique framework that links these qualities to necessary skills. Through his ventures, writings, and the foundation of Entelechy Academy, David showcases his profound belief in the untapped potential within individuals and his dedication to unlocking it for the greater good of society. His journey reflects resilience, creativity, and a deep-seated belief in the power of mentoring to effect substantial change, both personally and in the broader world. About Entelechy Academy: Entelechy Academy distinguishes itself as the sole provider of ongoing personal and professional development with a focus on Character Development, incorporating both human qualities and skills. This unique educational platform serves as a bridge linking personal growth with professional advancement and overall human satisfaction. It aims to unveil the latent potential within individuals and teams, especially in the context of remote and hybrid working environments where understanding your workforce has become more challenging than ever. By addressing the unseen aspects of workforce dynamics, Entelechy Academy offers solutions to enhance engagement and align growth strategies even in uncertain times. The foundation of Entelechy Academy is its groundbreaking methodology, which prioritizes Character Development as a means to reveal and harness the untapped potential within organizations. This approach not only facilitates risk management and fosters growth but also maps out critical steps for transformation by keeping in tune with the workforce's evolving needs. Through its emphasis on IMPACT, ACUMEN, NURTURE, PERSONAL, and INTERPERSONAL values, Entelechy Academy commits to nurturing insightful, cohesive, and evolving individuals and teams. This comprehensive strategy ensures that members of an organization can achieve their best selves while working harmoniously towards common goals, thereby catalyzing meaningful change and development Tweetable Moments: 01:25 - "The intellect of an acorn is an oak tree, the intellect of a caterpillar is a butterfly, and so the intellect of Josh is the ultimate version of Josh with all of his potential fully actualized." 06:34 - "Unless you teach young people to be accountable, responsible, disciplined, organized, efficient, and reliable, they're never going to be any good at time management." Links Mentioned in this Episode: Want to learn more? Check out Entelechy Academy’s website at https://entelechy.academy/ Check out Entelechy Academy on LinkedIn at https://www.linkedin.com/company/entelechyacademy/ Check out Entelechy Academy on Facebook at https://www.facebook.com/entelechyacad/ Check out Entelechy Academy on Twitter at https://twitter.com/entelechyacad Check out David Carter on LinkedIn at https://www.linkedin.com/in/davidcmcarter/ 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.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Founder and CEO of Veztek USA, Sani Abdul-Jabbar. Sani Abdul-Jabbar, the founder and CEO of VezTek USA, shared insights into his entrepreneurial journey and the principles guiding his leadership. Sani's experience is particularly instructive for aspiring entrepreneurs, demonstrating the potential of innovation, dedication, and strategic thinking in business success. He discussed the critical roles of resilience and adaptability in his ascent in the tech industry, highlighting these traits as essential for navigating the challenges of entrepreneurship. Sani's approach transforms obstacles into opportunities, providing valuable lessons for others. Innovation is central to VezTek USA. Sani explained how his company remains at the forefront of technology, pushing boundaries and fostering a culture of innovation among his team. This commitment to continual improvement is a cornerstone of their success. Key Points from the Episode: Entrepreneurship Business strategies Innovation in technology Success stories Industry insights Leadership and management advice About Sani Abdul-Jabbar: Sani Abdul-Jabbar stands at the forefront of technological innovation as the Founder and CEO of VezTek, a Los Angeles-based tech consultancy. Under his leadership, VezTek has become a beacon for businesses seeking expert guidance and on-demand technology teams. The company prides itself on specializing in groundbreaking technologies such as artificial intelligence and blockchain, aiming to revolutionize how these tools are integrated into business solutions. In addition to his entrepreneurial ventures, Sani has made significant contributions to the literary world with his best-selling book, 'Makers.' Available on major platforms like Amazon and Barnes & Noble, 'Makers delves into the critical importance of embedding human values within AI technology. Through his writings, Sani advocates for a future where humans and machines coexist harmoniously, emphasizing the need for mindful development in the tech sector. His two decades of experience have shaped his vision and influenced the broader conversation on technology's ethical integration into society. About VezTek USA: VezTek stands out as an award-winning consultancy specializing in innovation and providing on-demand talent within emerging technologies such as Blockchain and the Metaverse. By integrating skilled tech talent with established brands, forward-thinking entrepreneurs, and dynamic scale-ups, VezTek plays a pivotal role in shaping the future of these sectors. The company's unique approach ensures that it not only understands the technological landscape but also expertly navigates it to meet the specific needs of its clients. At the heart of VezTek's mission is transforming innovative ideas into tangible realities across diverse industries, including DeFi, DAOs, FinTech, Healthcare, and more. Through strategically locating new technologies, innovating products atop these platforms, equipping clients with dedicated teams, and scaling product delivery to enhance consumer adoption, VezTek has mastered the art of turning visions into successful, market-ready solutions. This comprehensive strategy underscores VezTek's commitment to excellence and significant contribution to technological advancement and innovation. Tweetable Moments: 05:14 - "Fear is the hurdle. The difference between 78 to 80% of the leaders saying that we're not going to exist in ten years if we don't use AI, and only 4% actually significantly investing in it, is fear." Links Mentioned in this Episode: Want to learn more? Check out VezTek USA’s website at https://www.veztekusa.com/ Check out VezTek USA on LinkedIn at https://www.linkedin.com/company/veztekusa/ Check out VezTek USA on Facebook at https://www.facebook.com/veztekusa Check out VezTek USA on Twitter at https://twitter.com/veztekusa?lang=en Check out Sani Abdul-Jabbar on LinkedIn at https://www.linkedin.com/in/sani/ Check out Sani Abdul-Jabbar’s book “Makers: A Slender Knowledge” at https://www.amazon.com/Makers-Slender-Knowledge-Sani-Abdul-Jabbar/dp/B0CMQZ7JWC?&linkCode=sl1&tag=mobile01fc3de-20&linkId=32484a84581355c4e95821f40af2652c&language=en_US&ref_=as_li_ss_tl 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.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO of Graphite Financial, Paul Bianco. Paul Bianco, founder and CEO of Graphite Financial, discussed the financial challenges and prospects for early-stage companies, startups, and SMEs. He highlighted critical insights into finance and accounting support for emerging businesses. Graphite Financial provides vital services to companies facing the complex financial landscape of the business world. They offer extensive services, from basic bookkeeping to advanced financial reporting, as a complete substitute or complement to internal accounting teams. Paul focused on the indicators of a company's readiness to enhance its financial leadership. He advised company founders to understand what potential buyers might look for in their financial records and emphasized the importance of proactive financial planning. Key Points from the Episode: Services provided by Graphite Financial for early-stage companies and SMEs Target clients of Graphite Financial Importance of being less reliant on outside capital markets Indicators for upgrading financial leadership role Common misconceptions and myths about financial models and budgeting Considerations for hiring a financial service provider Tiered services offered by Graphite Financial Invitation to visit the Graphite Financial website and resources available Insights into financial and accounting considerations for early-stage and SME companies About Paul Bianco: Paul Bianco embarked on his entrepreneurial journey at the tender age of nineteen, setting the stage for a career defined by innovation and the relentless pursuit of growth. His early foray into the world of business during his college days involved the creation of an affiliate marketing website, a venture that saw him blending online strategies with grassroots efforts—distributing thousands of flyers across his campus to boost traffic. This blend of digital savvy and real-world hustle marked the beginning of a career that would later see him pivot from a promising start at Protiviti, a prestigious consulting firm, to the dynamic and challenging realm of venture capital. At FF Venture Capital, Paul dedicated years to mastering the intricacies of VC funding, a period that refined his business skills and shaped his future entrepreneurial ethos. Despite the allure of venture capital and its manifold benefits for startups, Paul’s experiences made him realize the path he wished to carve for his ventures. In 2016, he founded Graphite, a groundbreaking platform offering fractional finance and accounting services to support founders in managing their finances efficiently without resorting to external investment. This decision underscored his commitment to sustainable, self-fueled growth—a philosophy that set Graphite apart in a landscape dominated by VC-backed startups. Under Bianco’s leadership, Graphite democratized access to premier financial services for entrepreneurs and achieved a landmark merger with CPM Advisory Group in 2023. This milestone heralds a new chapter for Paul, who is poised to lead the combined entity toward realizing its vision of enabling early and growth-stage companies to attain financial excellence with minimal overhead. About Graphite Financial: Graphite is a cornerstone in the startup ecosystem, offering a comprehensive suite of accounting, finance, and tax services tailored specifically for startups. It stands out as the go-to accounting firm for startups, providing top-notch bookkeeping and Fractional CFO services and industry-specific support, ensuring that startups have clean books, strategic guidance, and support tailored to their unique industry needs. Born from the insights of a venture capital fund, Graphite profoundly understands the challenges and opportunities faced by early-stage companies, aiming to help founders scale their ventures efficiently and sustainably. Graphite’s success is its team, a dynamic blend of seasoned CFOs, accountants, entrepreneurs, and operators who bring a wealth of experience and passion. This collective expertise allows Graphite to serve startups at any stage of their journey, offering services that range from strategic projects to comprehensive finance team support. Whether managing day-to-day accounting and bookkeeping, navigating the complexities of financial modeling, or providing crucial fundraising support, Graphite offers a holistic approach to economic management. With a focus on high-growth startups, Graphite leverages its VC roots to deliver a unique perspective that benefits its clients from seed stage to exit, ensuring they are well-equipped for sustainable growth and success. Tweetable Moments: 09:23 - "Start slow. I'm a huge believer in that, and I did this myself. For our first 100 customers, I did every sale personally." Links Mentioned in this Episode: Want to learn more? Check out Graphite’s website at https://graphitefinancial.com/ Check out Graphite on LinkedIn at https://www.linkedin.com/company/graphitefinancial/ Check out  Paul Bianco on LinkedIn at https://www.linkedin.com/in/paullbianco/ 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.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Founder of Serene DataOps, Abdullah Ahmed. Abdullah Ahmed discussed the pivotal role of data operations (Data Ops) in the current data-centric environment. He revealed the importance of Data Ops for businesses aiming to succeed in a data-dominated era, emphasizing that adopting Data Ops is essential, not optional. Data Ops represents a significant shift in organizational approaches to data science and automation. Abdullah described how Serene Data Ops leads this transformation by helping companies speed up their data initiatives. The company facilitates a more efficient data lifecycle, from collection to analysis, enabling quicker and more informed business decision-making. Abdullah also covered recent advancements in AI and analytics. He provided insights into how machine learning and predictive analytics integration are increasingly accessible, allowing even smaller companies to compete with more giant corporations. This trend is leveling the playing field across industries. Key Points from the Episode: Interview with Abdullah Ahmed of Serene Data Ops The work of Serene Data Ops in accelerating data science and automation journey for organizations Importance of data ops Examples of client projects Insights on trends in AI and analytics About Abdullah Ahmed: Abdullah Ahmed is a prominent figure in the realm of data science and SAP leadership, and he is celebrated for driving efficiency in supply chains with his data-centric innovations. His career highlights a commitment to strategic innovation and a knack for devising solutions that yield significant cost savings, underlining his ability to tackle complex challenges with unique approaches. His efforts have consistently enhanced the value of his organizations, thanks to his visionary insights and steadfast resilience. Educated at Texas A&M and the University of Texas, Abdullah has sharpened his analytical skills to craft transformative AI solutions, earning acclaim for the projects themselves and their impactful narratives of success. His achievements include developing a cost-saving RPA system and strategically centralizing data across numerous locations, enhancing global decision-making processes. Through his founding of Serene DataOps, Abdullah has also redefined Data and Operations consulting, blending the best practices from Data Science, Software Engineering, and Lean Process Improvement to expedite the analytics development cycle, facilitating swift value delivery to businesses. About Serene DataOps: Serene DataOps specializes in enhancing the capabilities of Data Science teams, enabling them to develop and implement data-driven business processes rapidly. Recognizing that the success of process savings extends beyond just creating a good model, the company tackles common challenges customers face. These challenges often include converting robust proof of concept AI models into seamless data-driven processes and overcoming deployment delays caused by cloud migrations and code optimizations for scalability, ensuring the data perfectly aligns with the intended processes. Serene DataOps ensures production-ready code from day one by offering a suite of services to bridge the gap between Data and Operational teams. The company focuses on closing the loop of data-driven process reengineering and benchmarking existing data engineering, data science, agile, and continuous improvement practices. By establishing foundational processes for high-quality code development, managing process reengineering projects, and designing and implementing Data Lakes/Lakehouses as foundational infrastructure, Serene DataOps positions itself as a critical partner for businesses aiming to leverage data for strategic advantage. Tweetable Moments: 07:20 - "My passion and specialty is to help those who are working hours on a process that doesn't work, whether it's through automation, analytics tools, or decision prioritization tools." Links Mentioned in this Episode: Want to learn more? Check out Serene DataOps’ website at https://www.serenedataops.com/ Check out Abdullah Ahmed on LinkedIn at https://www.linkedin.com/in/abdullahanwerahmed/ 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.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Founder of The Brand Sensei, G. Kofi Annan. Kofi Annan engaged in a detailed discussion about the branding landscape of 2024, emphasizing the profound impact of artificial intelligence (AI) on marketing strategies. Kofi's deep understanding of branding dynamics, especially AI's transformative role, provided valuable insights during the conversation. Kofi shared practical strategies for businesses to realign their branding efforts with core values and customer expectations. He emphasized the importance of revisiting the brand's mission, vision, and values to ensure all communications are rooted in these foundational elements, fostering a cohesive brand narrative. Kofi discussed his approach to client work, including oversized, established brands and smaller, emerging entities. His customized strategies cater to each brand's specific challenges and opportunities, showcasing his adaptability and expertise across various industries. Key Points from the Episode: Kofi Annan's expertise as a branding expert working with large and small brands Discussion on the rapidly changing landscape of branding in 2024 Impact of AI on branding strategies Understanding the gap between internal brand identity and external communication with customers Practical exercises for leaders to improve their branding strategies Insights into Kofi Annan's work with clients Offer of a free tool on The Brand Sensei website to evaluate readiness for AI in marketing Valuable insights for business owners and professionals looking to enhance their branding strategies  Practical and actionable advice for branding in the evolving market About G. Kofi Annan: Kofi Annan has distinguished himself in the marketing and branding industry through a career spanning two decades, during which he has consistently driven innovation and growth for both multinational corporations and startups. His leadership roles at premier advertising agencies, including Saatchi & Saatchi and Ogilvy, have allowed him to leave a significant imprint on over 200 brands worldwide. Among these, notable names like PUMA and Mercedes Benz stand out, showcasing his ability to navigate and succeed in the complex landscape of global marketing. Beyond his professional achievements, Kofi Annan is recognized for his thought leadership and contributions to the discourse on marketing in a technological era. His insights have been sought after and featured in prestigious media outlets such as The Wall Street Journal and Entrepreneur magazine. Kofi, a sought-after keynote speaker, has shared his vision and strategies for branding success at high-profile venues like Harvard, SXSW Interactive, and the United Nations. He is also the visionary behind The Brand Sensei, an innovative AI-powered marketing firm aimed at launching and nurturing smarter, more adaptive brands in today's fast-paced market. About The Brand Sensei: The Brand Sensei offers innovative solutions for brands at the cusp of launching or scaling, employing an AI-powered approach to marketing that demystifies technology used for business growth. Their SMTR BRND™️ methodology empowers brands to achieve more impactful, innovative, and quicker results without compromising their unique identity or authenticity. The service is tailored to provide scalable solutions that capture but inspire and convert audiences into loyal brand advocates, effectively addressing the challenge of maintaining relevance and engagement in a rapidly evolving market landscape. Addressing common hurdles businesses face today, such as evolving customer expectations, ineffective marketing strategies, and resource constraints, The Brand Sensei leverages AI to offer a competitive advantage. By harnessing the power of AI analytics for deeper customer insights, automating engagement, and optimizing marketing efficiency, businesses can make data-driven decisions, streamline operations, and, ultimately, enhance their market presence. This approach ensures that companies with limited resources can compete effectively, fostering a community of engaged supporters and driving sales growth. Tweetable Moments: 04:41 - "They want to discover things that maybe somebody else in the broader market doesn't know so they could introduce that to their friends." Links Mentioned in this Episode: Want to learn more? Check out The Brand Sensei’s website at https://thebrandsensei.com/ Check out G. Kofi Annan on LinkedIn at https://www.linkedin.com/in/gkofiannan/ Check out G. Kofi Annan on Instagram at https://www.instagram.com/gkofiannan/ Check out G. Kofi Annan on Twitter at https://twitter.com/gkofiannan Check out The Brand Sensei's free assessment tool at https://aimarketingquiz.com/ 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.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder and Lead Coach of Oak Bay Coaching and Consulting, Jennifer Wilson. Jennifer Wilson is a leadership coach and the founder of Oak Bay Coaching and Consulting. Transitioning from a ski instructor and midwife to a family business leader and coach, Jennifer brings valuable insights to entrepreneurs and leaders. Her background in guiding skiers and assisting in childbirth has given her a deep understanding of human potential and the nuances of leading individuals through difficult transitions. This wealth of experience has propelled her into leadership coaching. In discussions, Jennifer describes herself as a "thinking partner" to her clients. She adopts a non-directive role, encouraging clients to explore their solutions through introspective and powerful questions. This method promotes client autonomy and instill a sense of responsibility for their decisions and consequences. A key focus of the discussion was Kolbe, a tool that Jennifer Wilson uses to assess individual strengths and problem-solving styles. She highlighted the importance of recognizing and utilizing these strengths and acknowledging the diversity within a team. This understanding is essential for entrepreneurs dealing with complex team dynamics. Key Points from the Episode: Jennifer Wilson's journey and transition to becoming a leadership coach Her role as a thinking partner and guiding clients to solve their own problems Working with clients in family businesses and women in leadership Coaching framework as a passenger in the car while clients are in the driver's seat The value of Kolbe in understanding problem-solving strengths Challenges that entrepreneurs face, including effective delegation Addressing burnout and the importance of self-reflection and leveraging strengths Resources available on oakbaycoaching.com for new leaders and preserving organizational culture Encouragement to join the Thoughtful Entrepreneur community Promise to continue bringing positivity and inspiration to listeners' daily lives About Jennifer Wilson: Jennifer Wilson is a dedicated coach and mentor who fosters personal transformation and resilience in her clients. She perceives challenges as hidden opportunities and emphasizes the importance of understanding and utilizing one's innate talents. With a coaching career that began in earnest in 2022, Jennifer brings a wealth of experience from her diverse background, including significant roles in business, education, healthcare, and, notably, as a CEO in the family business specializing in Homestay placements for international students. Her approach is characterized by a blend of non-directive coaching and mentoring tailored to individual client needs, making her a compassionate and practical personal and professional development guide. Jennifer's qualifications and experiences are extensive, covering a spectrum from a Bachelor of Science in Anatomy to an MBA in leadership, alongside certifications in coaching and the Kolbe Index, which she utilizes to enhance team productivity and stress management. Her life experiences, including overcoming burnout, career shifts, and personal trials, equip her with unique insights into life's complexities. Beyond her professional achievements, Jennifer is a dedicated mother, an avid mindfulness and yoga practitioner, and an enthusiast of Vancouver Island's outdoor adventures, embodying the balance and growth she encourages in her clients. About Oak Bay Coaching and Consulting: Oak Bay Coaching and Consulting is dedicated to unlocking the potential within its clients by fostering a culture of transformation, resilience, and positivity. With a foundation in the belief that challenges are merely opportunities in disguise, the firm focuses on assisting clients to recognize and harness their innate abilities for personal and professional growth. The firm leverages the extensive experience of its executive coaches, who bring over 17 years of leadership expertise, advanced business education, and certified coach training to the table, ensuring a well-rounded and impactful coaching experience. The unique approach of Oak Bay Coaching and Consulting integrates the principles of the Kolbe System with strategies to overcome internal and external compassion fatigue. This combination is designed to support clients in enacting sustainable change, leading to lasting positive outcomes in their personal lives and professional careers. The firm's methodology emphasizes the importance of understanding and utilizing one's gifts, underpinned by the conviction that with the appropriate guidance and support, individuals can navigate their challenges and transform them into opportunities for success. Tweetable Moments: 08:43 - "How do I preserve the culture of my organization as I grow? This is where I think a coach approach really adds value." Links Mentioned in this Episode: Want to learn more? Check out Oak Bay Coaching and Consulting’s website at https://www.oakbaycoachingandconsulting.ca/ Check out Oak Bay Coaching and Consulting on LinkedIn at https://www.linkedin.com/company/oak-bay-coaching-and-consulting/ Check out Jennifer Wilson on LinkedIn at https://www.linkedin.com/in/jenniferrobinwilson/ Check out Jennifer Wilson on Facebook at https://facebook.com/JenniferRobinWilson Check out Jennifer Wilson on Instagram at   https://instagram.com/JenniferRobinWilson Check out Jennifer Wilson’s website at http://www.jenniferrrobinwilson.com/ 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.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO Advisor and Founder of Quantum Evolution Corp, Mariana Lacombe. Mariana Lacombe, founder and CEO of Evolve with Quantum, specializes in helping CEO founders enhance their profits and net worth. Her unique approach combines personal growth with business success, which she believes is essential for effective leadership. Mariana's work focuses on helping founders realize the importance of personal development in translating business success into increased personal wealth. She has committed her career to assisting founders in translating business growth into personal net worth. She believes that while leaders frequently prioritize the needs of others, personal development is essential for serving more effectively. This principle forms the foundation of her work at Evolve with Quantum. Mariana also introduced her "profitability multiplier method," aimed at identifying and addressing profit losses within a company. This method may involve reevaluating expenses, modifying pricing strategies, or broadening services offered to existing clients. According to her, even minor adjustments in these areas can significantly boost profitability. Key Points from the Episode: Importance of balancing personal growth and wealth with business growth Identifying and addressing blind spots that may be sabotaging financial growth Free masterclass and routine checklist to help business owners streamline processes and maximize financial exit Helping CEO founders maximize profits and grow net worth Focusing on translating business growth into personal net worth Challenges faced by business owners in growing personal net worth while scaling their businesses Impact of business decisions on personal growth and wealth Psychological aspects of business and personal decision-making Action items for assessing and addressing energy drains and business growth ceilings Profitability multiplier method for identifying and addressing profit-draining factors in the company About Mariana Lacombe: Mariana Lacombe is a distinguished entrepreneur and authority in business development, with over twenty years of experience assisting a diverse range of coaching and consulting clients globally to expand their influence and profitability. Her tailored advice and coaching methods empower entrepreneurs to refine their operations, boost revenues, and establish enduring strategies for sustained achievement. Mariana's effectiveness is evidenced by her clients, who not only have seen their net worth double but also have broken free from the relentless grind by adopting her systematic approaches. With an eclectic educational background and extensive professional experience, Mariana is uniquely equipped to guide ambitious leaders to surpass their growth plateaus. She holds degrees in Psychology, Service Management, and an Executive MBA with a concentration in International Business and Finance, alongside certifications from the Harvard Coaching Institute and as a Certified Board Member. Before establishing her consultancy, she contributed her expertise to leading coaching organizations, including those of Tony Robbins and Clients on Demand. She successfully grew her ventures, demonstrating her capacity to drive significant business success and client transformation. About Quantum Evolution: Quantum Evolution is a transformative force for business owners aiming to transcend conventional operational or sale objectives. Leveraging vast international expertise in corporate finance, leadership performance, and innovative funding strategies, Quantum Evolution acts as a financial architect. The firm crafts bespoke blueprints for enhancing business assets, offering a groundbreaking blend of valuation and consulting services. These services are designed to bolster marketing, investment planning, and automation strategies across all company levels, ensuring it thrives independently of its owner while maximizing its valuation for when freedom or change beckons. Founded by Mariana Lacombe after accruing over 10,000 hours in advising, consulting, and coaching, alongside assisting more than 300 clients across six continents, Quantum Evolution Corp embodies her vision of facilitating substantial leaps in business and personal realms for entrepreneurs worldwide. Mariana's approach, dubbed 'high-performance alchemy,' keenly addresses her clients' intertwined personal and professional dimensions, particularly during pivotal moments such as launching, scaling, or selling a business. This holistic focus aims to unlock unprecedented growth, profitability, and strategic exit opportunities, granting business owners the autonomy and advancement they seek. Tweetable Moments: 18:16 - "When now is going to be the right time for you to take action? It's always now." Links Mentioned in this Episode: Want to learn more? Check out Quantum Evolution’s website at https://evolvewithquantum.com/ Check out Quantum Evolution on LinkedIn at https://www.linkedin.com/company/quantum-evolution-corp/ Check out  Mariana Lacombe on LinkedIn at https://www.linkedin.com/in/marianalacombe/ Check out  Mariana Lacombe on Facebook at https://www.facebook.com/marianalacombe.quantum/ 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.