In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO & Founder of Funnelytics, Mikael Dia.Mikael Dia, the CEO of Funnelytics, shared that 65% of people are visual learners. This statistic underscores the importance of their platform, which caters to this majority by merging visual cues with complex data, enabling businesses to strategize with clarity and precision.Mikael drew an analogy to a local store, where the owner guides customers through a journey rather than leaving conversions to chance. This approach requires a deep understanding of the customer's personal touchpoints, fears, skepticism, and problems.Mikael delved into the role of empathy in marketing. Focusing on successful customer outcomes, not just conversions, is crucial. By putting ourselves in our customers' shoes, we can create more meaningful and effective marketing strategies that resonate personally.Mikael explained how Funnelytics is a powerful communication tool. During sales calls, users can visually explain strategies and data to potential clients, engaging them and building trust. Moreover, the platform's real-time analytics enable businesses to track the effectiveness of their strategies and make data-driven decisions.To harness the full potential of Funnelytics, it's essential to have a designated operator within your organization. This person should orchestrate customer journeys and understand the tool's analytics to drive growth. Identifying the right individual for this role is critical to leveraging the platform's capabilities.Key Points from the Episode:Importance of visualizing marketing funnelsPractical applications of Funnelytics for understanding and optimizing customer experiencesSignificance of using visual tools for communicationRole of empathy in customer interactionsNeed for measuring and analyzing data to improve business strategiesPractical applications of Funnelytics for sales calls and communication within organizationsOrchestrating a journey to convert a stranger into a customerConsideration of personal touchpoints, fears, skepticism, and problems of potential customersValue of visual communication in engaging and building trust with clientsAbout Mikael Dia:Mikael Dia is a digital marketing maestro and entrepreneur, renowned for founding Funnelytics—a pivotal tool for marketers to enhance online traffic and profitability. His expertise has propelled multiple ventures into seven-figure successes, demonstrating a keen ability to decode complex marketing data for accelerated business growth. Mikael's journey includes catapulting his nutrition company, IIFYM, from modest monthly earnings to impressive daily revenues. He swiftly elevates his marketing agency, White Coat Digital, past the million-dollar revenue mark within 18 months. With Funnelytics, he has attracted over 50,000 users and generated $1.4 million in just 10 months. Based in Toronto, Canada, Mikael balances his professional achievements with family life, sharing his home with his wife and young daughter.About Funnelyltics:Funnelytics is a groundbreaking marketing analytics tool designed to map and monitor sales and marketing endeavors visually. It introduces a collaborative canvas feature, centralizing essential data for teams to efficiently identify and address bottlenecks, optimizing traffic flow and campaign effectiveness. This innovation meets a significant demand within the marketing sector for an analytics platform that combines intuitiveness with powerful functionality. The enthusiasm and positive feedback from the industry underscore Funnelytics' trajectory towards becoming the premier solution in marketing analytics. Its user-friendly interface and comprehensive insights cater to marketers and business owners, facilitating informed decision-making and strategic planning. Funnelytics is shaping up to be the most user-friendly and insightful marketing analytics tool in the market, reflecting a deep understanding of marketers' needs and challenges.Links Mentioned in this Episode:Want to learn more? Check out Funnelytics website athttps://funnelytics.io/Check out Funnelytics on LinkedIn athttps://www.linkedin.com/company/funnelytics-io/Check out Mikael Dia on LinkedIn athttps://www.linkedin.com/in/mikaeldia/Check out Mikael Dia on Facebook athttps://www.facebook.com/mikael.dia/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 Performance Coach & Founder of Performance Mindset Coaching, Aaron Trahan.Aaron's journey is a testament to the power of transformation and the pursuit of passion. Transitioning from a senior-level executive leader to launching his performance coaching firm, he embodies the essence of being coachable and maintaining a learner's mindset. His story is a powerful reminder that continuous growth and success are attainable for all of us, provided we remain open to learning and evolving.Aaron delved into the intricate balance leaders must maintain between feeling incompetent and becoming overconfident. This balance is crucial, as it can significantly impact one's ability to lead effectively. He explored the phenomenon of imposter syndrome, where individuals doubt their accomplishments and fear being exposed as a fraud.Leadership extends far beyond the confines of the boardroom. Aaron highlighted the significant impact that modeling behavior has on both organizational culture and personal life. When leaders demonstrate continuous learning and growth, they set a precedent that encourages their teams to follow suit. This creates a positive culture within the organization that fosters innovation and collaboration.Michael also touched on a topic that many find uncomfortable: failure. Aaron stressed the importance of embracing failure as an integral part of the learning process. By incorporating failure into strategy building, leaders can ensure organizational adaptability and resilience.Key Points from the Episode:Aaron Trahan's journey from senior-level executive leader to launching his performance coaching firmImportance of being coachable and maintaining a learner's mindset for continuous growth and successThe delicate balance that leaders face in feeling incompetent or overconfidentImposter syndrome and the Dunning-Kruger effectImpact of modeling behavior as a leader on organizational culture and personal lifeEmbracing failure as part of the learning process and incorporating it into strategy-buildingAaron's engagement with clients through one-on-one coaching, group engagements, and leadership workshopsImportance of clarity in structuring coaching programsAbout Aaron Trahan:Aaron Trahan is a distinguished figure in performance mindset coaching, with over 15 years of executive leadership experience in the corporate and startup sectors. Achieving the rank of senior executive in a billion-dollar company before 30, his career is marked by his ability to foster growth and enhance organizational performance. Aaron's passion for leadership and performance coaching led him to develop a unique methodology. This approach, centered around a Performance Operating System, is designed to uncover transformational insights that boost personal and professional performance. His efforts aim to fast-track the development of highly driven and talented leaders, helping them to realize their utmost potential. Aaron's significant contributions to the field have earned him recognition as a Top 100 Entrepreneur & Innovator by The Top 100 Magazine, acknowledging his global impact on performance-driven leaders.About Performance Mindset Coaching:Performance Mindset Coaching is a specialized service empowering business leaders and executives to achieve unparalleled growth. This practice goes beyond merely offering insights; it actively assists clients in crafting and executing bespoke strategies and action plans tailored to their specific needs. The core of the service lies in unlocking transformational insights that catalyze next-level growth, ensuring that insights translate into tangible results through effective execution. Focusing on personal and professional development, Performance Mindset Coaching provides the tools and guidance necessary for leaders to navigate challenges, optimize performance, and realize their full potential.Tweetable Moments:04:38 - "The very moment that you think you've got it all figured out, that you think you're the smartest one in the room, is the exact instant that you're on the other side of that growth climb and you start declining."05:54 - "Don't lean on your past achievements; always stay looking outside the front windshield at what's the full potential, what you are truly capable of."Links Mentioned in this Episode:Want to learn more? Check out Performance Mindset Coaching website athttps://performancemindsetcoaching.co/Check out Performance Mindset Coaching on LinkedIn athttps://www.linkedin.com/company/performance-mindset-coaching/Check out Aaron Trahan on LinkedIn athttps://www.linkedin.com/in/aaron-trahan-6135909/Check out Aaron Trahan on Instagram athttps://www.instagram.com/aarontrahan/?hl=enCheck out Aaron Trahan on Twitter athttps://twitter.com/trahanADCheck out Aaron Trahan on Facebook athttps://facebook.com/aarontrahanMore 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 & Co-founder of 180 Management Group, Miriam Dicks.Non-profits are often driven by a passion for change and a commitment to their cause. However, the zeal to make a difference can be hindered by inadequate structures and systems. This is where Miriam Dick's expertise shines. Her firm, 180 Management Group, specializes in guiding non-profits through the maze of operations and management consulting. The goal is simple yet profound: to construct robust systems that breathe life into the organization's mission and vision.One of the most enlightening aspects of our discussion was the emphasis on the operational culture within non-profits. Miriam illuminated the process her company employs, beginning with a thorough assessment of how people collaborate, execute tasks, and align their work with the organization's strategy.Miriam explored the delicate balance of integrating new technology into an organization. She stressed the importance of making informed decisions, ensuring there is ample support and training for staff, and effectively communicating the benefits of the technology to the entire organization.However, Miriam also cautioned against the pitfalls of adopting technology without a solid implementation plan. The consequences can range from wasted resources to a workforce that's resistant to change.Key Points from the Episode:Introduction of Miriam Dicks as an operations strategist and CEO of 180 Management GroupChallenges faced by non-profit organizations in terms of structure, systems, and supportImportance of building efficient systems to implement the mission and vision of non-profit organizationsCultural nuances and efficient business practices in non-profit organizationsAssessment of operational culture in non-profit organizationsIntroducing new technology in non-profit organizationsMaking informed decisions about technology adoption and providing support and trainingChallenges and consequences of adopting new technology without proper support and implementationAbout Miriam Dicks:Miriam Dicks stands as the visionary Founder, CEO, and Chief Strategist behind 180 Management Group, showcasing over two decades of expertise in elevating organizations toward peak operational efficiency. Her career has been marked by numerous roles within operations management and consulting, driven by a deep-seated conviction that excellence in operations is attainable for any entity equipped with the proper catalysts for transformation. Miriam's academic credentials include a BA in Public Policy from the University of North Carolina at Chapel Hill and an MHA from the University of South Carolina, further solidified by her certification as a Change Management Professional (CCMP) and her affiliation with the John C. Maxwell Team. Her work encapsulates a commitment to leveraging strategic change to foster organizational excellence.About 180 Management Group:180 Management Group is a pivotal operations consulting firm, dedicated to refining operational strategy and design for non-profit organizations. This firm is deeply committed to bridging the resource gap for Senior Leaders, supplying them with essential tools, resources, and support often lacking within their infrastructures. With a clear and straightforward mission, 180 Management Group aims to empower non-profits to enhance their operational efficiency. The ultimate goal is to enable these organizations to excel and succeed in their mission and vision, operating at the pinnacle of effectiveness. This focus on operational excellence is designed to ensure that non-profit leaders can focus on what they do best: making a significant impact in their communities and beyond.Tweetable Moments:04:29 - "We have to constantly remind ourselves that even though you're a non-profit, it doesn't mean you don't need to generate revenue and be sustainable. Links Mentioned in this Episode:Want to learn more? Check out 180 Management Group website athttps://www.180managementgroup.com/Check out 180 Management Group on LinkedIn athttps://www.linkedin.com/company/180-management-group/Check out 180 Management Group on Facebook athttps://facebook.com/180MGCheck out Miriam Dicks on LinkedIn athttps://www.linkedin.com/in/miriampdicks/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 CEO & Founder of LHM International, Catherine B. Roy.Catherine's story is one of transformation and tenacity. With a background as a programmer, she made a significant leap into the world of business coaching, armed with a certification from the prestigious Goldman Sachs program for business development. Her journey is a testament to the power of embracing change and the opportunities that come with it.Catherine underscored the importance of artificial intelligence (AI) and LinkedIn as pivotal tools for entrepreneurs. She shared how these platforms are not just about technology but about establishing a strong personal brand and driving meaningful engagement. Catherine's approach to using AI is particularly fascinating, as she trains tools like chatGPT to create content that resonates with her audience, saving time and enhancing efficiency in business operations.One of the key takeaways was the significance of authenticity and human connection in the content we share on LinkedIn. Catherine highlighted the effectiveness of short-form vertical videos and storytelling in creating a bond with the audience. It's about more than just selling a product or service; it's about building trust and establishing personal connections with potential clients and partners.Key Points from the Episode:Introduction of Catherine B. Roy, a business coach and entrepreneurCatherine's background as a former programmer and transition to business coachingEmphasis on using artificial intelligence and LinkedIn for business growthImportance of authenticity and human connection in content on LinkedInLeveraging short-form vertical videos and storytelling for audience engagementApproach to analyzing business systems and implementing solutions using technologies and funnelsUtilizing artificial intelligence tools for content creation and business developmentCatherine's success on LinkedIn and her podcast, "The Catherine B. Roy Show"About Catherine B. Roy:Catherine B Roy is a distinguished Business and Personal Growth Coach, Keynote Speaker, and Bestselling Author. She is celebrated for her global client base and associations with prestigious organizations like Forbes, BMW, and IBM. A member of MENSA with an IQ over 156, she stands out for her intellect and resilience, having overcome significant personal challenges. Catherine's accomplishments include being a Forbes Coaches Council member, certification from the Goldman Sachs 10K Women Program, and recognition as a Top 30 Under 30 and 100 B2B Thought Leader. With a Master's in economics and 20 years of experience in entrepreneurship and IT, she's also a linguistics researcher and certified in NLP, positive psychology, and EQ. Catherine's book, "Live from Your Heart and Mind," quickly became a bestseller, demonstrating her influence and the impact of her LHM system. Her journey from surviving bombings and health challenges to becoming a mother, despite a diagnosis of infertility, underscores her message that anything is possible.About LHM International:LHM International empowers individuals and businesses to achieve their fullest potential through various services. With a singular mission to help clients pursue their passions and thrive in their dream businesses, LHM International offers expert business coaching tailored to individual needs.The organization also specializes in public speaking, providing insights on cutting-edge topics such as artificial intelligence, leveraging LinkedIn for business growth, entrepreneurship, business modeling, and strategies for high achievement. LHM International's transformation coaching leverages the proprietary LHM System, designed to enhance life quality by harmonizing intellectual and emotional states. This holistic approach ensures that clients succeed in their professional endeavors and achieve a balanced and fulfilling life.Tweetable Moments:06:28 - "People like to work with people they like and trust. If they see us as human, not just as a CEO, they tend to connect with us easily, especially emotionally."Links Mentioned in this Episode:Want to learn more? Check out LHM International website athttps://catherinebroy.com/Check out LHM International on LinkedIn athttps://www.linkedin.com/company/kayaventures/Check out Catherine B. Roy on LinkedIn athttps://www.linkedin.com/in/catherinebroy/Check out Catherine B. Roy on Instagram athttps://www.instagram.com/catherinebroy/Check out Catherine B. Roy on Twitter athttps://twitter.com/catherinebroyCheck out Catherine B. Roy on Facebook athttps://www.facebook.com/catherinebroyLHMMore 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 & Co-founder of Kaya, Katriona Lee.Kat introduced Kaya, a platform that ingeniously combines top-tier strategy consulting with the agility and tailored support that small businesses, startups, and scale-ups desperately need. Kat explained that in today's fast-paced business environment, making rapid, well-informed decisions is crucial, and that's where Kaya steps in.Kaya's target customers are the entrepreneurs and decision-makers who often need more strategic support to navigate their industries effectively. Kat detailed how Kaya serves diverse businesses, from technical services to waste management and education companies. She emphasized that leveraging technology and innovation is critical to differentiation and success in competitive markets.Kat stressed that entrepreneurs must be forward-thinking, considering their business's future and potential exit strategies. She highlighted Kaya's role in helping businesses expand and increase their valuation through strategic planning.Kat passionately spoke about Kaya's mission to democratize consulting. By making strategic guidance accessible, even to businesses with limited resources, Kaya is changing the game. Their team of consultants offers personalized attention, ensuring a human touch and a tailored approach to each business challenge.Key Points from the Episode:Overview of Kaya, a strategy as a service platformKaya's tailored strategy consulting for small businesses, startups, and scale-upsCollaboration with private equity funds and target customer baseKaya's approach to long-term partnerships and outcomes-driven strategiesValue of partnering with Kaya for effective execution and decision-makingAddressing blind spots in organizations and leadersKaya's accessibility and affordability compared to traditional consultancy servicesKaya's offerings, including starter plans and chief of staff supportAbout Katriana Lee:Katriona Lee is a dynamic force in the business strategy landscape, expertly aiding companies from sprouting startups to established global giants in sculpting robust strategies for stellar outcomes. She's the architect behind Kaya Ventures, a pioneering strategy-as-a-service platform designed to support entrepreneurs pressed for time but in dire need of a strategic partnership. This platform is a beacon for startup leaders and small business owners, offering comprehensive strategic guidance on demand. Katriona spearheads BVG Advisory, where she and her team of elite strategists and seasoned experts specialize in SaaS, financial services, tech, and consumer products. At BVG Advisory, they're celebrated for devising cutting-edge pricing strategies, facilitating smooth entries into new markets, and innovating novel products for some of the globe's most cherished brands. Katriona's work epitomizes the blend of visionary leadership and practical strategy, significantly impacting various sectors.About Kaya:Kaya is revolutionizing business consulting, making strategic advice accessible and affordable for startups and small businesses. With a mission to simplify high-quality consulting, Kaya caters to ambitious entrepreneurs facing the dynamic challenges of the business world. By fractionalizing the consulting value chain and leveraging technology, Kaya offers "just-in-time" support, adapting to the immediate needs of businesses. From building corporate development teams, navigating new market entries, and managing fundraising processes, Kaya is committed to delivering tangible results. Beyond professional guidance, Kaya fosters a community of diverse, like-minded entrepreneurs, providing both companionship and networking opportunities on the entrepreneurial journey. The membership model is flexible, adapting to changing business needs, and includes unlimited consultations and strategy document reviews. Kaya stands out by blending innovative consulting models with a strong community focus, ensuring businesses have the support they need to thrive.Links Mentioned in this Episode:Want to learn more? Check out Kaya website athttps://www.teamkaya.com/Check out Kaya on LinkedIn athttps://www.linkedin.com/company/kayaventures/Check out Katriona Lee on LinkedIn athttps://www.linkedin.com/in/katrionalee/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 Sangha Worldwide, Purdeep Sangha.Purdeep Sangha's expertise lies in guiding entrepreneurs to grow their businesses and find fulfillment in their personal lives. During our conversation, he highlighted a common struggle among high achievers: persistent dissatisfaction. This discontent can overshadow their journey, making it difficult to appreciate the milestones they've achieved.Purdeep emphasized the importance of focusing on personal growth and evolution rather than solely on achievements. He believes that by nurturing our personal development, we can find a sense of satisfaction not tied exclusively to our professional milestones. This holistic approach to growth is what sets truly successful individuals apart.One of the most enlightening parts of our discussion was when Pradeep shared practical strategies for interrupting negative states and shifting one's mindset. He spoke about using biology and physiology to influence one's state, suggesting that understanding our bodies can better manage our emotions and reactions. Additionally, he introduced the contrast principle as a tool to gain perspective, which can help us appreciate our current situation by comparing it to something worse.Key Points from the Episode:Importance of balancing business growth with personal fulfillmentStruggles faced by entrepreneurs, particularly menImpact of discontent on high achieversStrategies for interrupting negative states and shifting mindsetPradeep's podcast "The Complete Man" and book of the same nameTransformation and positive feedback from readersBenefits of Pradeep's expertise for organizations and leadership teamsFostering a healthy and productive work environmentCaring for the well-being of employees and its impact on business growthAbout Purdeep Sangha:Purdeep Sangha, a prominent figure in North American business growth and men's leadership is renowned for advising top global Board Members, CEOs, and Entrepreneurs as a strategic business consultant and personal performance advisor. With a proven track record, Sangha excels in helping business leaders simultaneously navigate the intricacies of both professional and personal life.Notably, he co-hosts the groundbreaking TV series "Mind Your Own Business," focusing on entrepreneurs facing accessibility and business challenges within the disability community. Sangha stands out for his expertise in scaling businesses through effective strategy, execution, innovation, leadership, marketing, customer experience, and operations. Moreover, he pioneered ULTRA performance, employing neuroscience, performance psychology, and ancient teachings to optimize professionals' performance.Sangha's passion lies in guiding men to discover their power as "The Complete Man," achieving peak performance and fulfillment in both business and personal spheres. His teachings empower men to excel as business leaders, husbands, fathers, and individuals.About Sangha WorldwideSangha Worldwide is a dynamic force in enhancing business and individual performance globally. Devoted to multiplying success, Sangha Worldwide specializes in optimizing the performance of both companies and individuals. With a focus on strategic insights and personalized guidance, Sangha Worldwide is a catalyst for achieving peak performance in diverse sectors.Their approach encompasses various elements, including business strategy, execution, innovation, leadership, marketing, customer experience, and operations. Sangha Worldwide is at the forefront of ULTRA performance, leveraging cutting-edge techniques such as neuroscience, performance psychology, and ancient teachings to unlock the full potential of professionals worldwide.Tweetable Moments:02:07 - "We see a lot of entrepreneurs buried knee-deep in their business, missing out on a big chunk of their life, until one day they realize what's next."04:44 - "A lot of us focus on what we are doing and having, as opposed to what we are being, and there's a big difference there."06:18 - "Giving ourselves a little bit of grace along the way makes life a lot easier and a lot more enjoyable."Links Mentioned in this Episode:Want to learn more? Check out Sangha Worldwide website athttps://www.sanghaworldwide.com/Check out Sangha Worldwide on LinkedIn athttps://www.linkedin.com/company/purdeep-sangha/Check out Purdeep Sangha on LinkedIn athttps://www.linkedin.com/in/purdeepsangha/Check out Purdeep Sangha on Instagram athttps://www.instagram.com/purdeepsangha/Check out Purdeep Sangha on Facebook athttps://facebook.com/thepurdeepsanghaCheck out Purdeep Sangha on Twitter athttps://twitter.com/PurdeepSanghaMore 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 President of Pinnacle Performance, Jeremy Doran.One of the main topics Jeremy dove into was the often challenging transition from being an excellent producer to stepping up as a manager. This is a scenario many professionals, especially those with engineering and technical backgrounds, find themselves in. When you transition from a producer to a manager, the game changes significantly as you shift from focusing on details and tasks to a higher-level perspective.The transition requires a new skill set that places leadership and communication at the forefront. It's no longer just about your output but about how you can inspire and guide a team to achieve collective goals. This can be a daunting shift, but it's crucial for the growth of the individual and the organization.Jeremy discussed the power of effective communication in the workplace. It's not just about conveying information but about connecting with people on a deeper level. Active listening plays a vital role here. It's about truly hearing what others are saying, understanding their perspective, and responding in a way that shows you value their input.Jeremy's podcast, "How to Talk to Weirdos," tackles this issue. The title might raise eyebrows, but it's a candid take on workplace diversity. We all have our quirks and idiosyncrasies, and learning to communicate effectively with people who might not share our views or approaches is a skill worth mastering.Key Points from the Episode:Leadership coachingEffective communicationTransitioning from producer to managerImportance of active listeningChallenges in engineering and technical backgroundsCommunicating with diverse individualsJeremy Doran's podcast "How to Talk to Weirdos"Glenn Poulos introducing Jeremy DoranThe significance of effective communication in the workplaceAbout Jeremy Doran:Jeremy Doran specializes in assisting individuals who excel in their roles but face challenges upon transitioning to management. With a background in Mechanical Engineering, Jeremy uniquely empathizes with those in STEM fields, guiding them through a transformative journey. Jeremy's expertise in mindset adjustment and skill development is essential for effective management and leadership. His keynote talks predominantly focus on communication within the context of leadership, emphasizing its pivotal role. He particularly enjoys aiding STEM professionals in refining their communication skills beyond their specialized domains. By drawing from personal experience and understanding the struggles in the engineering realm, Jeremy Doran provides valuable insights and strategies for individuals navigating the complexities of managerial roles, fostering their growth into exceptional leaders.About Pinnacle Performance:Pinnacle Performance focuses on bridging the gap between individual expertise and effective management, recognizing that skill in a specific role doesn't inherently translate to managerial success. The program targets professionals newly promoted to management, emphasizing the cultivation of essential leadership and organizational skills. Pinnacle Performance offers tailored training modules to enhance communication, decision-making, and team-building capabilities. By addressing the nuances of effective leadership, the program equips individuals with the tools needed to successfully navigate the challenges of managerial roles. Through a comprehensive approach, Pinnacle Performance empowers emerging leaders to excel in their new positions and fosters a supportive and productive work environment. With a commitment to skill development, the program ensures that promotion aligns with the growth of both individuals and the organizations they serve.Links Mentioned in this Episode:Want to learn more? Check out Pinnacle Performance website athttps://www.pinnacle-performance.com/Check out Pinnacle Performance on LinkedIn athttps://www.linkedin.com/company/pinnacleperformancecoaching/Check out Jeremy Doran on LinkedIn athttps://www.linkedin.com/in/jeremydoranspeaks/Check out Jeremy Doran on Instagram athttps://www.instagram.com/jeremydoranspeaks/Check out Jeremy Doran on Facebook athttps://www.facebook.com/jeremy.doran.18/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, CEO & Financial Advisor of X² Wealth Planning, Hannah Champman.One of the key takeaways from our conversation was the importance of aligning financial strategies with personal values and the broader impact we aspire to create in the world. Hannah emphasized that understanding business and personal finances is essential to creating stability and safety throughout the entrepreneurial journey.Hannah stressed the significance of a balanced and sustainable approach to wealth building, including addressing money management's emotional and psychological aspects.Hannah shed light on debt, distinguishing between productive business debt that can accelerate growth and consumptive debt that can hinder it. She advocated for responsible debt management as a tool for business development.Hannah's holistic approach to financial planning was the most fascinating part of our discussion. She incorporates personality profiles and human design into her strategies, ensuring they resonate with her clients' traits and preferences. Hannah outlined how individuals can engage with her services, from comprehensive wealth planning to financial coaching and even offerings related to human design and gene keys. Her ultimate goal is to help individuals achieve financial peace and stability, no matter where they stand financially.Key Points from the Episode:Introduction of Hannah Chapman, founder and CEO of X Squared Wealth PlanningUnique approach to wealth planning for entrepreneursUnderstanding the practical and emotional aspects of building wealthMindset and financial needs of entrepreneurs compared to traditional employeesImportance of personalized financial advice for business ownersCommon concerns and misconceptions surrounding debt for entrepreneursResponsible debt management as a tool for business growthAbout Hannah Champman:Hannah Chapman, a seasoned financial professional, boasts a distinguished career spanning 17 years. As a Certified Financial Planner (CFP®), Accredited Portfolio Management Advisor (APMA®), and Chartered Retirement Planning Counselor (CRPC®), she has dedicated her expertise to aiding business owners and executives in realizing their significant financial aspirations. Beyond her roles as the founder and CEO of X2 Wealth Planning and Expansive CEO, Chapman stands out as a fervent advocate for visionary entrepreneurs. She recognizes the transformative power of a supportive expert team and emphasizes the need to alleviate the mental, emotional, and spiritual burdens associated with building impactful businesses. Chapman, a published author, and frequent Forbes contributor, delves into dispelling old Money Stories, enabling entrepreneurs to construct businesses they adore while securing abundant incomes. Her unique blend of financial logic with emotional and spiritual insights positions her as an authority in holistic financial decision-making.About X-squared Wealth Planning:X² Wealth Planning distinguishes itself as a champion of aligning wealth with personal values. Focused on entrepreneurs navigating multiple income streams, individually or within a household, the firm specializes in comprehensive financial planning. Their expertise encompasses personal wealth advising and the meticulous implementation of business retirement plans. X² Wealth Planning stands out by offering a holistic approach, ensuring that clients' entire financial lives receive the same skill and care they extend to their business endeavors. By emphasizing aligning financial strategies with individual values, the firm goes beyond conventional wealth planning, striving to create a meaningful and purpose-driven financial landscape for its entrepreneurial clientele.Tweetable Moments:03:58 - "How we feel about our money is actually just as important and actually drives the financial decision making more so than here are the numbers, here's what we should do."05:49 - "We are risk takers; we take a lot of risk in our finances just by being business owners and being the tip of the spear in our lives."Links Mentioned in this Episode:Want to learn more? Check out X² Wealth Planning website athttps://x2wealthplanning.com/Check out X² Wealth Planning on LinkedIn athttps://www.linkedin.com/company/x%C2%B2-wealth-planning/Check out Hannah Champman on LinkedIn athttps://www.linkedin.com/in/hannahrchapman/Check out Hannah Champman on Instagram athttps://www.instagram.com/hannah.chapman.cfp/Check out Hannah Champman on Facebook athttps://www.facebook.com/hannah.chapman.54379236More 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 Business Mentor of Risepreneur, Inc, Boruch Akbosh.Many entrepreneurs, especially owner-operators, reach a point where they feel burnt out and stuck, unable to make that crucial breakthrough in their business. Boruch Akbosh has seen this time and time again, and he's made it his mission to help these individuals overcome the challenges that come with scaling up. His approach involves implementing processes that not only alleviate the workload but also speed up operations, ensuring that the business can grow without the usual pains of turnover and inefficiency.One of the most striking points Boruch made was the importance of focusing on profits rather than just sales and revenue. It's a common misconception that high sales automatically equate to a successful business. However, without healthy profit margins, the valuation of your business suffers, and it becomes less attractive to potential investors. Boruch stresses the need to evaluate both financial and operational indicators, as well as the quality of efforts put into the business, to ensure that every action taken is an investment in the future, not just an expense.The journey to scaling up and increasing profitability can be daunting, but Boruch offers a lifeline in the form of resources, blueprints, and templates designed to help entrepreneurs elevate their businesses. These tools are tailored to assist in the strategic planning and execution of growth initiatives, making the process more manageable and less overwhelming.Key Points from the Episode:Boruch Akbosh's work with entrepreneurs and owner-operatorsOvercoming challenges related to scaling up businessesImportance of focusing on profits over sales and revenueEvaluating financial and operational indicatorsProviding resources, blueprints, and templates for business growthTypical engagement duration of 1 to 2 yearsFocus on home services industriesOpportunities for entrepreneurs to acquire existing businessesTrends and opportunities in the home services marketAbout Boruch Akbosh:Boruch Akbosh, the driving force behind Akbosh Investment Group, Inc., boasts a dynamic 15-year professional journey evolving from a Web Developer to a seasoned Lead Generation, SEO, Investments, and Business Mentoring/Consulting expert. Renowned for strengths in People, Processes, and Technology, Akbosh excels as a trusted advisor and collaborative partner, specializing in bringing others' visions to fruition.As an investor and strategic growth specialist, Akbosh focuses on acquiring, restructuring, scaling, and exiting small-to-midsize businesses, ensuring ethical and profitable transitions. With a decade of co-founding and leading fast-growing organizations, he has honed business consulting, growth, sales, and strategic planning expertise. Currently seeking opportunities with a $2M-$10M top-line revenue, Akbosh welcomes joint ventures and consulting inquiries, offering a unique blend of investment acumen and operational excellence.About Risepreneur, Inc:Risepreneur is a comprehensive online platform encompassing a course, community, and coaching program to empower high schoolers with essential business and life skills. Accessible through a low monthly membership fee, the platform aims to unleash the latent entrepreneurial spirit within teenagers. Recognizing the untapped potential in young minds, Risepreneur creates a supportive and creative environment to nurture their entrepreneurial aspirations. The program imparts business knowledge and fosters self-confidence, instills a growth mindset, and cultivates a self-driven attitude, guiding teens towards a positive and balanced life.Risepreneur delivers innovative entrepreneurship education products with a mission to enhance aspiring teens' lives. The vision extends globally, seeking to empower teens through entrepreneurial education, enabling them to achieve self-actualization and positively impact their lives and the world.Links Mentioned in this Episode:Want to learn more? Check out Risepreneur website athttps://www.risepreneur.com/blog/Check out Risepreneur on LinkedIn athttps://www.linkedin.com/company/risepreneur/Check out Boruch Akbosh on LinkedIn athttps://www.linkedin.com/in/boruchakbosh/Check out Boruch Akbosh on Instagram athttps://instagram.com/BoruchAkbosh/Check out Boruch Akbosh on Twitter athttps://twitter.com/BoruchAkboshCheck out Boruch Akbosh on Facebook athttps://www.facebook.com/BoruchAkboshOfficialMore 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 President of Kyndryl, Amy Salcido.Kyndryl's journey is a fascinating one. Born from a spinoff, this company hit the ground running as a $19 billion business. Yet, despite its size, Kyndryl has managed to maintain the agility and culture of a startup. Amy shared with me the excitement of fostering an environment that encourages entrepreneurial thinking and the importance of having a team that's fully engaged in the company's transformational journey. It's a heartwarming reminder that the backbone of any successful business transformation is its people.At its core, Kyndryl is an IT consulting and services company that keeps the world's essential systems running—from banking to aviation, and everything in between. Their focus is not on IT for its own sake but on leveraging technology to solve the most pressing business challenges. Amy's passion was palpable as she spoke about the honor of being integral to their customers' daily operations, emphasizing the real-world impact of their work on individuals' lives.Key Points from the Episode:Kyndryl, an IT consulting and services companyKyndryl's commitment to inclusion, diversity, and equityKyndryl's focus on culture, people, and entrepreneurial spiritKyndryl's role in running mission-critical systems worldwideExamples of Kyndryl's client relationships and impact on industries such as healthcare, airlines, and technologyKyndryl's services in providing IT and tech-related solutions, consulting, and system managementKyndryl's use of technology, AI Ops, and Control Bridge to provide proactive recommendations and insights to clientsAbout Amy Salcido:Amy Salcido serves as the President of Kyndryl US, adopting a people-centric leadership approach to guide diverse and high-performing teams in tackling complex business and IT challenges. With a career marked by collaboration with global brands, Salcido has garnered trust from C-suite executives by introducing innovative solutions and leading with empathy. Previously the Chief Customer Engagement & Transformation Officer, and General Manager of Consumer & Travel at Kyndryl, she forged meaningful relationships in retail, consumer products, travel, transportation, and logistics. Committed to fostering allyship, Amy champions Inclusion, Diversity, and Equity initiatives, emphasizing the unlocking of individual potential for organizational growth. An advocate for employee well-being, she believes prioritizing individuals' holistic development drives creativity and skills enhancement. Amy, currently based in New York City, brings a wealth of experience and a global perspective, reflecting her passion for travel and having lived in various parts of the world.About Kyndryl:Kyndryl is a premier global company with a commitment to designing, running, and managing cutting-edge and reliable technology infrastructure. As an independent and focused entity, Kyndryl builds on its foundation of excellence by adopting innovative approaches, collaborating with strategic partners, investing in its business, and working closely with customers to unlock potential. With 90,000 highly skilled employees worldwide, Kyndryl serves 75 of the Fortune 100, showcasing its extensive experience. The company's core purpose is to advance the vital systems that drive human progress. By ensuring the health of digital ecosystems, Kyndryl enables adaptability and continuous growth, opening up a world of possibilities for individuals and businesses alike. The emphasis on holistic thinking and collaboration underscores Kyndryl's commitment to raising industry standards and pushing the boundaries of technological innovation.Links Mentioned in this Episode:Want to learn more? Check out Kyndryl website athttps://www.kyndryl.com/us/enCheck out Kyndryl on LinkedIn athttps://www.linkedin.com/company/kyndryl/Check out Kyndryl on Twitter athttps://twitter.com/kyndrylCheck out Amy Salcido on LinkedIn athttps://www.linkedin.com/in/amysalcido01/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.