The Thoughtful Entrepreneur

Josh Elledge of UpMyInfluence.com
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Nov 12, 2025 • 22min

2316 - Five Common Mistakes Keeping You Stuck in Your Business with Tori Boats

How to Scale Your Business with Purpose: In-Depth Insights from Tori BoatsIn this episode, host Josh Elledge interviews Tori Boats, business strategist, coach, and founder of toriboats.com. Tori shares how she built and scaled multiple companies—including an eight-figure business with 75 employees—and now helps entrepreneurs grow intentionally without sacrificing fulfillment. The conversation explores mindset, purpose, and systems, revealing how business owners can align personal values with sustainable growth.Scaling with Purpose: Aligning Mindset, Vision, and GrowthTori explains that most entrepreneurs don’t stop pushing after reaching success—they keep striving because they’re driven by impact, purpose, or the desire to reach their full potential. However, without clarity on why they’re growing, founders risk building businesses that drain them instead of fueling their lives. She emphasizes that scaling must start with self-awareness and a clear vision—“Are you building a business that serves your life, or one that takes it over?”Through her Visionary Advantage System, Tori helps leaders integrate mindset, vision, identity, and operations to scale sustainably. This framework encourages entrepreneurs to question long-held assumptions, upgrade their systems, and align teams around shared values. She also highlights common mistakes that keep businesses stuck—like over-relying on old strategies or neglecting personal balance—and shares practical steps for building resilient, purpose-driven organizations.Tori reminds founders that sustainable success requires integration: combining strategy and heart, systems and people, ambition and rest. Her approach bridges business excellence with personal alignment, offering a roadmap for leaders ready to scale beyond seven figures while maintaining joy, clarity, and freedom.About Tori BoatsTori Boats is a business strategist, coach, and founder of toriboats.com. With experience building multiple companies, including an eight-figure business, she now helps entrepreneurs scale with purpose through her Visionary Advantage System. Tori also hosts the Scale Right Revolution podcast, where she shares tools, insights, and stories that empower business owners to grow sustainably and intentionally.About ToriBoats.comToriBoats.com provides strategy, coaching, and resources for entrepreneurs seeking purposeful growth. Through programs, playbooks, and the Scale Right Revolution podcast, Tori’s platform helps founders overcome plateaus, strengthen leadership, and build thriving businesses that align with their lives and values.Links Mentioned in This EpisodeToriboats.com WebsiteTori Boats LinkedIn ProfileKey Episode HighlightsWhy purpose and mindset are essential for sustainable scalingHow the Visionary Advantage System helps align business and life goalsCommon mistakes that keep companies stuck at seven figuresThe importance of integrating systems, team culture, and leadership identityPractical strategies to scale intentionally without burnoutConclusionTori Boats challenges entrepreneurs to grow with clarity and intention, not just momentum. Her holistic approach blends mindset, operations, and leadership to help founders build businesses that support their lives, not consume them. By defining your “why,” aligning your team, and integrating purposeful systems, you can scale sustainably while preserving balance and fulfillment.🎧 More from The Thoughtful Entrepreneur🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here »🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here »📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here »🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform »📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening — now go build something extraordinary!
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Nov 11, 2025 • 16min

2315 - Turning Healthcare Challenges into Opportunities with Parable Associates' Jason Bryll

Unlocking Healthcare Data: Expert Insights from Jason Bryll of Parable AssociatesIn this episode, host Josh Elledge interviews Jason Bryll, Founder and CEO of Parable Associates, a company helping healthcare organizations harness their data for growth, efficiency, and better patient outcomes. Jason discusses how healthcare’s complex data systems—spanning patients, payers, and providers—can be transformed into powerful strategic assets. The conversation explores modern data infrastructure, AI adoption, and how healthcare leaders can turn information into action.Turning Healthcare Data into a Strategic AdvantageJason explains that healthcare organizations deal with some of the most fragmented and regulated data ecosystems of any industry. With multiple payment sources, strict HIPAA compliance, and disconnected systems, many practices struggle to translate data into actionable insights. Through Parable Associates, Jason helps clients design robust, scalable data infrastructures that unify information from EHRs, practice management tools, and claims systems to create real-time visibility into operations.He highlights how modern tools like Microsoft Fabric, Databricks, and Snowflake are transforming how providers process and analyze information. By automating data pipelines, implementing AI-driven analytics, and empowering teams with dashboards, healthcare organizations can reduce claim denials, improve revenue cycles, and accelerate cash flow. Jason emphasizes that true transformation begins with data governance—ensuring clean, accessible, and secure data before layering on advanced analytics.Ultimately, Parable’s approach is rooted in measurable ROI. From reducing days sales outstanding (DSO) to uncovering revenue bottlenecks, their systems deliver tangible results. Jason advises healthcare executives to start with a specific business problem—such as cash flow or patient scheduling—and build data strategies around it. “Better reporting is like giving staff a utility belt,” he says. “It equips them to solve problems faster and with more confidence.”About Jason BryllJason Bryll is the Founder and CEO of Parable Associates, where he helps large healthcare organizations transform fragmented data into operational insights. With deep experience in analytics, systems design, and healthcare finance, Jason has worked with providers nationwide to improve data quality, cash flow, and performance through tailored, scalable solutions.About Parable AssociatesParable Associates specializes in healthcare analytics and data engineering, helping medical groups, hospitals, and specialty providers build scalable data ecosystems. The firm designs client-owned systems that unify data across clinical, operational, and financial functions, delivering clear insights and measurable ROI. Learn more at parableassociates.com.Links Mentioned in This EpisodeParable AssociatesConnect with Jason Bryll on LinkedInKey Episode HighlightsWhy healthcare data is uniquely complex and siloedHow to build scalable, secure data infrastructureUsing analytics to improve cash flow and reduce claim delaysPractical applications of AI and modern BI platformsHow Parable Associates delivers measurable ROI through dataActionable advice for healthcare leaders and data teamsConclusionJason Bryll’s insights reveal how healthcare organizations can move beyond fragmented systems to build powerful, data-driven operations. By focusing on governance, interoperability, and ROI, leaders can transform their data into a strategic advantage—improving efficiency, patient care, and financial outcomes. With the right infrastructure and analytics, healthcare data can finally tell a story that drives measurable results.🎧 More from The Thoughtful Entrepreneur🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here »🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here »📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here »🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform »📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening — now go build something extraordinary!
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Nov 10, 2025 • 17min

2314 - Rethinking Software Development the Military Way with Form100 Consulting's Nate Amidon

Optimizing Software Development in Non-Tech Enterprises: Lessons from Nate Amidon of Form100 ConsultingIn this episode, host Josh Elledge interviews Nate Amidon, Founder and CEO of Form100 Consulting and Lieutenant Colonel in the Air Force Reserves. Nate shares how his background in both military leadership and enterprise consulting informs his approach to optimizing software development in non-tech organizations. From process mapping to team structure, he offers practical strategies for business leaders looking to improve efficiency, clarity, and scalability in their software operations.Optimizing Software in Non-Tech EnvironmentsNate explains that many organizations—manufacturers, service providers, and consumer brands—struggle with software development because it’s not their core business. These companies often lack visibility into progress, rely on legacy processes, and face alignment issues across teams. His firm, Form100 Consulting, helps such enterprises identify bottlenecks, streamline workflows, and adopt lean, agile, and AI-driven practices that improve delivery speed without sacrificing quality.By mapping out the current workflow, teams can uncover where time and resources are being lost. Nate emphasizes focusing on the true constraint rather than over-optimizing non-critical steps. He also warns against chasing “shiny object” tools or AI solutions that don’t solve the underlying process issues. Instead, organizations should apply AI incrementally to enhance existing systems.Drawing from his Air Force experience, Nate advocates for small, mission-focused teams—6 to 9 people—that communicate effectively and make decisions quickly. He stresses that sustainable improvement requires governance, ownership, and regular review. Ultimately, success comes from aligning teams, measuring progress, and committing to continuous improvement—much like in a high-performing military unit.About Nate AmidonNate Amidon is the Founder and CEO of Form100 Consulting, a firm that helps non-software-first enterprises optimize their software development processes. A Lieutenant Colonel in the U.S. Air Force Reserves, Nate combines military leadership principles with enterprise strategy to help teams increase alignment, efficiency, and long-term performance.About Form100 ConsultingForm100 Consulting partners with major enterprises—including Hershey, Boeing, Rite Aid, and Alaska Airlines—to modernize software development practices through process improvement, agile adoption, and data-driven transformation. The firm’s mission is to bring structure, clarity, and sustainable efficiency to organizations where software is a critical enabler—not the core product.Links Mentioned in This EpisodeForm100 Consulting WebsiteNate Amidon LinkedIn ProfileKey Episode HighlightsCommon software challenges in non-tech companiesHow to identify and fix bottlenecks in development workflowsThe value of lean and agile principles for non-software teamsIncremental, ROI-focused AI integrationBuilding and scaling small, high-performing teamsApplying military leadership lessons to software developmentConclusionNate Amidon’s insights bridge the gap between military precision and corporate innovation. By mapping processes, focusing on constraints, and scaling teams thoughtfully, businesses can transform software development from a bottleneck into a competitive advantage. His pragmatic, data-driven approach helps leaders cut through complexity and create systems that perform consistently—even under pressure.🎧 More from The Thoughtful Entrepreneur🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here »🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here »📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here »🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform »📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening — now go build something extraordinary!
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Nov 9, 2025 • 19min

2313 - Unconventional Entrepreneurial Lessons from the Ski Slopes with The Founders Office's Dr Thomas Powell

Raising Capital and Building Sustainable Companies: Insights from Dr. Thomas Powell of The Founder’s OfficeIn a recent episode, host Josh Elledge sat down with Dr. Thomas Powell, founder and CEO of The Founder’s Office, to discuss what it really takes to raise capital, refine business models, and build sustainable ventures in today’s competitive market. With decades of experience in entrepreneurship, investment, and advising founders, Dr. Powell offers a rare blend of strategic insight and practical wisdom for business leaders at every stage of their journey.Navigating the Founder’s JourneyDr. Powell has dedicated his career to helping entrepreneurs overcome the biggest challenges in growing a business—securing funding, scaling operations, and achieving long-term impact. Through The Founder’s Office, his team partners with founders to refine business strategies, align with the right investors, and build the financial and operational foundations that sustain growth.He emphasizes that raising capital isn’t just about numbers—it’s about clarity, credibility, and communication. Founders who understand their business deeply and can articulate their vision effectively are far more likely to attract investors and strategic partners. Dr. Powell also highlights the importance of balance—focusing on both short-term wins and long-term resilience to ensure businesses thrive in any market condition.For emerging founders, Dr. Powell’s approach provides a roadmap: be data-driven, build meaningful relationships with investors, and never lose sight of your mission. The goal isn’t just to raise capital—it’s to build something that lasts.About Dr. Thomas PowellDr. Thomas Powell is the founder and CEO of The Founder’s Office, where he and his team help entrepreneurs raise capital, refine their business models, and create sustainable, impactful companies. With decades of experience as an investor and advisor, Dr. Powell has guided startups and established businesses through complex financial and operational challenges, always with a focus on strategic growth and long-term success.About The Founder’s OfficeThe Founder’s Office provides end-to-end advisory services for entrepreneurs, helping them navigate capital raises, improve business efficiency, and strengthen their organizational structures. The firm’s mission is simple: empower founders to make smarter decisions, attract the right investors, and scale responsibly. Learn more at www.founders-office.com/.Links Mentioned in This EpisodeThe Founders Office's WebsiteDr. Thomas Powell LinkedIn ProfileKey Episode HighlightsThe biggest mistakes founders make when raising capitalHow to communicate your business model to attract investorsThe importance of balancing short-term execution with long-term strategyBuilding investor trust through transparency and data-driven planningWhy sustainable growth beats fast, reactive scalingConclusionDr. Thomas Powell’s conversation with Josh Elledge underscores a vital truth: successful entrepreneurship isn’t about luck—it’s about preparation, clarity, and purpose. By combining strategic financial planning with a deep understanding of business fundamentals, founders can secure capital, scale effectively, and create companies that stand the test of time.🎧 More from The Thoughtful Entrepreneur🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here »🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here »📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here »🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform »📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening — now go build something extraordinary!
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Nov 8, 2025 • 17min

2312 - Navigating the Complex World of SMB Accounting with Basic 365 Accounting's Rhett Molitor

How Outsourced Accounting Empowers SMBs: Insights from Rhett Molitor, CEO of Basis 365 AccountingIn this episode, host Josh Elledge interviews Rhett Molitor, CEO and co-founder of Basis 365 Accounting, to explore how outsourced accounting is transforming small and mid-sized businesses. Rhett shares how fractional accounting services help companies move beyond simple bookkeeping to strategic financial management. He also discusses how AI and automation are reshaping the accounting landscape and why proactive financial oversight is the key to scaling with confidence.The Shift to Strategic, Outsourced AccountingRhett Molitor founded Basis 365 Accounting in 2012 to fill a crucial gap for businesses earning between $1M–$20M in revenue—companies that have outgrown basic bookkeeping but don’t yet need a full-time accounting team. Instead of focusing on compliance alone, Basis 365 partners with CEOs to turn accounting into a growth lever.Molitor breaks accounting into four key levels: bookkeeper, accountant, controller, and CFO—each representing a stage of financial maturity. A proactive approach means using data for decision-making, forecasting cash flow, and improving profitability over time. He also cautions that while AI and automation have made accounting faster, expert human oversight remains essential for accuracy and strategy.For SMB leaders, Rhett’s message is clear: don’t treat accounting as an afterthought. It’s not just about managing expenses—it’s about creating visibility, confidence, and insight to drive growth. Partnering with the right fractional accounting team gives businesses access to senior-level expertise without the overhead of full-time hires.About the Rhett MolitorRhett Molitor is the co-founder and CEO of Basis 365 Accounting, a U.S.-based outsourced accounting firm specializing in digital agencies, SaaS companies, and consultancies. With over a decade of experience helping SMBs scale efficiently, Rhett champions proactive, transparent financial management supported by technology and expert insight.About the Basis 365 AccountingBasis 365 Accounting provides outsourced bookkeeping, accounting, and fractional CFO services designed for growth-focused businesses. By combining automation tools with expert financial guidance, Basis 365 helps companies gain clarity, reduce risk, and improve profitability. Learn more at basis365.com.Links Mentioned in This EpisodeBasic 365 Accounting WebRhett Molitor LinkedIn ProfileKey Episode HighlightsThe 4 levels of accounting: bookkeeper, accountant, controller, CFOWhy proactive financial management drives scalabilityHow AI and automation are reshaping accounting workflowsCommon pitfalls SMBs face when they “outgrow” basic bookkeepingActionable steps to make accounting a strategic business advantageConclusionOutsourced accounting isn’t just about saving money—it’s about gaining visibility, expertise, and strategic advantage. Rhett Molitor’s approach at Basis 365 Accounting shows that when SMBs invest in proactive financial systems and fractional expertise, they set the stage for smarter growth and long-term stability.🎧 More from The Thoughtful Entrepreneur🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here » https://go.upmyinfluence.com/podcast-guest🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here » https://go.upmyinfluence.com/leader-intros📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here » https://upmyinfluence.com/book-podcast/🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Your own dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform » https://app.podverified.com/start/📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening — now go build something extraordinary!
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Nov 7, 2025 • 16min

2311 - Mastering the Art of Logical Business Decisions with Thesis' Young Han

How to Build a Sustainable, Scalable Business: Insights from Young Han, Fractional COO/CFOIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Young Han, multi-entrepreneur, founder of Always Han and Thesis, and host of The Girl Dad Show. Young shares his experience as a fractional COO/CFO, helping companies between $10M and $100M in revenue make data-driven, sustainable growth decisions. The discussion dives into how founders can scale methodically, balance emotion with logic, and build systems that create long-term stability instead of short-term excitement.Building a Sustainable Business ModelYoung explains that scaling a business requires more than ambition—it requires structure, clarity, and discipline. As a fractional COO/CFO, he brings high-level strategy and operational focus to businesses that are ready to grow but not yet large enough for a full executive team. He emphasizes separating emotion from decision-making and using quantifiable data to guide growth, helping founders see where they can take calculated risks versus emotional leaps.A key part of his process is understanding the founder’s actual goals—whether it’s income, freedom, or eventual sale—and aligning operational and financial strategies around those priorities. Young believes in the power of methodical, “boring” business-building: creating repeatable systems, managing risk intelligently, and using debt strategically rather than emotionally. His philosophy proves that success doesn’t require chaos or constant reinvention—it comes from consistency, structure, and clear decision frameworks.Young also encourages founders to embrace what he calls “Built Boring,” a mindset focused on long-term results over flashy short-term wins. By grounding strategy in data and disciplined execution, leaders can create scalable businesses that endure—ones that don’t rely solely on the founder’s daily grind to survive.About Young HanYoung Han is a fractional COO/CFO, serial entrepreneur, and founder of Always Han, where he helps companies scale through structured financial and operational strategy. With a portfolio of over 20 growing businesses, Young specializes in guiding founders through the complexities of sustainable growth, decision frameworks, and strategic risk management. He is also the host of The Girl Dad Show, where he shares his insights on leadership, parenting, and entrepreneurship.About Always HanAlways Han is a business strategy and leadership development firm founded by Young Han, focused on helping entrepreneurs and business owners scale sustainably through data-driven decision-making, operational clarity, and financial discipline. By offering fractional COO/CFO services, personalized coaching, and educational resources, Always Han empowers founders to separate emotion from strategy and build businesses that endure. Through frameworks, tools, and real-world insights, Always Han helps leaders grow logically, lead confidently, and achieve sustainable success.Links Mentioned in This EpisodeAlways Han WebsiteYoung Han LinkedIn ProfileKey Episode HighlightsFractional executives bring strategic expertise without full-time cost.Founders must separate emotion from data when making big decisions.Sustainable scaling means building “boring,” repeatable systems.Understand your risk tolerance—debt can be a powerful growth tool if used wisely.Success is built through structure, consistency, and disciplined execution.ConclusionYoung Han’s approach challenges the myth that successful entrepreneurship has to be chaotic or high-risk. By making logical, data-informed decisions and developing repeatable systems, founders can build companies that grow steadily and endure market changes. His advice is simple but powerful: remove emotion from strategy, stay disciplined, and focus on the long game. Sustainable success isn’t built overnight—it’s built intentionally.🎧 More from The Thoughtful Entrepreneur🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here » https://go.upmyinfluence.com/podcast-guest🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here » https://go.upmyinfluence.com/leader-intros📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here » https://upmyinfluence.com/book-podcast/🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Your own dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform » https://app.podverified.com/start/📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening. Now go build something extraordinary!
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Nov 6, 2025 • 16min

2310 - Reimagining Employee Benefits with Fringe's Jordan Peace

The Power of Personalized Employee Benefits: Insights from Jordan Peace, CEO & Co-founder of FringeIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Jordan Peace, CEO and Co-founder of Fringe, a platform transforming how companies design and deliver employee benefits. Jordan shares how Fringe helps employers create personalized, meaningful, and easy-to-manage benefit programs that boost engagement and retention. The conversation explores the rise of lifestyle benefits, the limitations of traditional programs, and why personalization and simplicity are key to supporting today’s workforce.Rethinking Employee Benefits for the Modern WorkforceJordan explains that traditional benefits—like health insurance and retirement plans—only help employees in moments of crisis, leaving a gap in daily well-being. Modern workers expect more personalized, relevant benefits that support their everyday lives and families. That’s where Fringe comes in: a lifestyle benefits platform that consolidates hundreds of perks—from streaming subscriptions and meal delivery to childcare and wellness services—into one intuitive system.The platform empowers employees to choose benefits that matter most to them using company-funded “Fringe Points.” This personalization drives engagement and makes employees feel genuinely valued, while employers gain insight into benefit usage and preferences. Jordan also highlights Fringe’s Four-Filter Approach—focusing on offerings that save time, reduce stress, impact families, and spark joy—ensuring that every benefit delivers real value.Instead of offering generic cash bonuses or one-size-fits-all perks, Jordan emphasizes the emotional and cultural impact of personalized benefits. They foster connection, increase retention, and create what he calls a “flywheel of engagement.” With Fringe, companies of any size—from startups to global enterprises—can offer world-class benefits that elevate employee experience while simplifying HR management.About Jordan PeaceJordan Peace is the CEO and Co-founder of Fringe, an innovative benefits platform that helps companies offer personalized, lifestyle-based perks to their employees. With a background in financial planning and a passion for people-first culture, Jordan is redefining how organizations think about employee engagement, recognition, and well-being in the modern workplace.About FringeFringe is an employee benefits platform that consolidates rewards, recognition, wellness programs, and lifestyle perks into one seamless experience. Through the use of customizable “Fringe Points,” employees choose benefits that fit their individual needs—ranging from mental health apps to travel experiences. By simplifying benefit management and emphasizing personalization, Fringe helps companies of all sizes attract, retain, and support happier, more engaged teams. Visit https://www.fringe.us/ to learn more.Links Mentioned in This EpisodeJordan Peace LinkedIn ProfileFringe WebsiteKey Episode HighlightsTraditional benefits often miss the mark—employees want support that improves daily life.Fringe’s platform personalizes perks using “Fringe Points,” empowering employee choice.The Four Filters—time savings, stress reduction, family impact, and joy creation—guide benefit selection.Personalized benefits boost engagement and retention far more effectively than cash bonuses.Fringe serves both SMBs and large enterprises, offering scalable, easy-to-manage solutions.ConclusionJordan Peace’s insights reveal a major shift in how companies can build loyalty and engagement through personalized employee benefits. By moving beyond traditional plans and embracing lifestyle-focused perks, organizations can demonstrate genuine care while simplifying HR operations. Fringe makes it easy to deliver benefits that resonate deeply—creating a happier, more connected workforce and a stronger company culture.🎧 More from The Thoughtful Entrepreneur🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here » https://go.upmyinfluence.com/podcast-guest🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here » https://go.upmyinfluence.com/leader-intros📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here » https://upmyinfluence.com/book-podcast/🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Your own dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform » https://app.podverified.com/start/📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening. Now go build something extraordinary!
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Nov 5, 2025 • 15min

2309 - The Operator’s Guide to Thinking Like an Investor with GFG Solutions' Claudio Gambin

Proactive Financial Strategy for Business Owners: Insights from Claudio Gambin of GFG SolutionsIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Claudio Gambin, CEO and Founder of GFG Solutions, about transforming the way business owners approach financial planning. Claudio shares how his flat-fee, strategy-first model helps entrepreneurs—especially in construction and trades—optimize taxes, protect assets, and plan for the future with transparency and confidence. The discussion focuses on actionable strategies for smarter business finances and building companies with long-term value in mind.Redefining Financial Strategy for Business GrowthClaudio explains how his frustration with the traditional commission-based financial model led him to launch GFG Solutions—a firm that provides conflict-free, strategy-only advising. By removing product sales incentives, Claudio’s team delivers truly unbiased, actionable guidance focused on measurable results rather than commissions. His client base primarily includes construction and trade business owners, where GFG’s deep industry knowledge allows for highly tailored tax and financial strategies.A cornerstone of GFG’s process is proactive tax planning, which goes beyond end-of-year accounting. Claudio emphasizes meeting with advisors early to forecast income, identify credits like R&D, and maximize depreciation and deductions. He also highlights the power of long-term exit planning, helping business owners build companies that run smoothly without them—boosting enterprise value whether they plan to sell or not.What truly sets GFG apart is its boutique approach—serving only about 30 clients at a time to ensure a deep, personalized partnership. The firm collaborates directly with each client’s CPA, attorney, and internal team to execute strategies and deliver results. For Claudio, financial advising isn’t just about saving money—it’s about creating clarity, security, and flexibility for business owners who want to grow with purpose.About Claudio GambinClaudio Gambin is the CEO and Founder of GFG Solutions, based in Orlando, Florida. With a background in wealth management and a passion for helping entrepreneurs, Claudio specializes in strategy-first financial planning for business owners in construction and trades. His mission is to empower clients with transparent, conflict-free advice that drives profitability, reduces tax burdens, and prepares businesses for sustainable, long-term success.About GFG SolutionsGFG Solutions is a financial strategy firm providing flat-fee, strategy-only services for business owners. The company focuses on proactive tax planning, asset protection, growth strategy, and exit planning—helping entrepreneurs build stronger, more valuable businesses. By working collaboratively with clients’ existing advisors, GFG ensures every financial decision aligns with long-term goals. Learn more at https://gfgsolutions.com/.Links Mentioned in This EpisodeGFG Solutions WebsiteClaudio Gambin LinkedIn ProfileKey Episode HighlightsClaudio shares how transparency and specialization can redefine trust in financial advising.He breaks down proactive tax strategies, including early income projections, tax credits, and accelerated depreciation.Discussion on why construction and trade businesses need niche-focused advisors for better results.Claudio explains building a business with an exit in mind, even if you never plan to sell.The episode emphasizes strategy-first planning as the foundation for financial confidence and growth.ConclusionClaudio Gambin’s insights reveal how proactive financial planning can transform the way entrepreneurs grow and manage their companies. By rejecting commission-based models and focusing on specialized, transparent advice, GFG Solutions helps business owners unlock cash flow, minimize taxes, and build lasting enterprise value. Whether you’re in construction, trades, or another growth-driven field, this episode provides a blueprint for taking control of your business finances—strategically and confidently.🎧 More from The Thoughtful Entrepreneur🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here » https://go.upmyinfluence.com/podcast-guest🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here » https://go.upmyinfluence.com/leader-intros📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here » https://upmyinfluence.com/book-podcast/🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Your own dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform » https://app.podverified.com/start/📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening. Now go build something extraordinary!
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Nov 4, 2025 • 18min

2308 - Avoiding Common Pitfalls in Business Growth Strategies with CSV Group's Yuliia Solovyeva

Unlocking Business Growth with Yuliia Solovyeva of CSV GroupIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Yuliia Solovyeva, CEO of CSV Group, about how companies can accelerate growth through smarter strategy, psychology, and AI integration. Yuliia shares her expertise in helping startups and global brands enter new markets, win public tenders, and scale operations sustainably. The discussion offers actionable advice for business leaders looking to combine human insight with data-driven systems for measurable results.How Understanding People and Processes Drives GrowthYuliia explains that sustainable business growth starts with understanding people—whether clients, partners, or teams. She introduces transactional analysis, a psychological framework that helps leaders recognize communication patterns and tailor their approach for better outcomes. By identifying whether someone is operating from a directive, logical, or emotional mindset, entrepreneurs can improve negotiations, build stronger relationships, and resolve conflicts effectively.She also highlights CSV Group’s hands-on approach to business development, embedding its experts directly into client operations to deliver real, measurable results. From crafting go-to-market strategies to managing public and commercial tenders, the firm supports clients through every step of the process. Their blend of strategic execution, legal expertise, and AI-driven automation helps businesses streamline operations and open new revenue channels globally.AI, Yuliia explains, is not a replacement for human connection—it’s a tool to amplify efficiency and insight. By automating repetitive processes and analyzing customer data, companies can free up teams to focus on creativity, strategy, and relationship-building. With the right balance of human intelligence and AI capability, businesses can scale faster and compete more effectively across markets.About Yuliia SolovyevaYuliia Solovyeva is the CEO of CSV Group, a business development leader helping companies expand internationally through psychology-based strategy, market entry expertise, and AI-powered optimization. With deep experience in both corporate and entrepreneurial settings, Yuliia focuses on practical execution—turning insights into measurable outcomes that drive sustainable growth.About CSV GroupCSV Group is a global business development firm specializing in helping startups and enterprises scale across new markets. The company provides go-to-market strategy, tender support, CRM automation, and AI-driven process optimization. By integrating legal, compliance, and strategic expertise, CSV Group ensures its clients achieve tangible, lasting growth. Learn more at thecsvgroup.com.Links Mentioned in This EpisodeYuliia Solovyeva on LinkedInCSV Group WebsiteKey Episode HighlightsYuliia shares how understanding psychology through transactional analysis helps leaders communicate and negotiate more effectively.She explains CSV Group’s unique hands-on approach, embedding business development experts directly into client teams.Discussion on leveraging AI to enhance efficiency, automate processes, and free up teams for strategic work.Yuliia details how public and commercial tenders can accelerate growth and build credibility for global expansion.The episode highlights a case study showing how a focused, localized strategy led to rapid market entry success.ConclusionYuliia Solovyeva’s insights demonstrate that growth isn’t about doing more—it’s about doing the right things with intention, clarity, and empathy. By combining psychological understanding, structured strategy, and AI innovation, leaders can build smarter, more resilient businesses. For companies ready to scale globally or streamline operations, CSV Group offers the expertise to help make it happen.🎧 More from The Thoughtful Entrepreneur🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here » https://go.upmyinfluence.com/podcast-guest🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here » https://go.upmyinfluence.com/leader-intros📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here » https://upmyinfluence.com/book-podcast/🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Your own dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform » https://app.podverified.com/start/📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening. Now go build something extraordinary!
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Nov 3, 2025 • 16min

2307 - How Generative Engine Optimization Is Transforming the Future of PR with Veracity's Amy Rosenberg

Mastering Modern PR in the Age of AI: Expert Insights from Amy Rosenberg of VeracityIn an era where AI and digital media are rewriting the rules of communication, modern PR demands more strategy, agility, and authenticity than ever. In this episode of The Thoughtful Entrepreneur, host Josh Elledge sits down with Amy Rosenberg, Founder and President of Veracity, to explore how small businesses and PR professionals can adapt to today’s fast-changing media landscape. Amy shares actionable tactics for building credibility, leveraging AI, and crafting stories that truly resonate with audiences.The Future of PR in a Digital-First WorldAmy explains that public relations has shifted from focusing solely on press releases and media placements to building holistic brand visibility across multiple platforms. In today’s fast-changing world, credibility and consistency are the new currencies of PR success. She introduces the emerging concept of Generative Engine Optimization (GEO)—the process of optimizing your brand’s presence not only for Google but also for AI-driven search tools like ChatGPT. By creating high-value, trustworthy content, brands can ensure they show up in AI-generated responses that influence decision-making.For small businesses, Amy offers practical ways to take control of their own PR efforts. She encourages using editorial calendars to time pitches with industry trends, focusing on earned media rather than paid placements, and telling authentic, human-centered stories. Even without a large budget, entrepreneurs can make an impact by consistently sharing relevant insights and staying connected to their audience’s needs.Amy emphasizes that while technology like AI is transforming PR, the human element remains irreplaceable. Storytelling, emotional intelligence, and relationship-building still drive meaningful visibility and trust. By blending smart digital strategies with authentic communication, brands can thrive in an AI-powered, content-saturated world.About Amy RosenbergAmy Rosenberg is the Founder and President of Veracity, a Portland-based public relations and digital marketing agency. With over two decades of experience, Amy helps organizations and PR professionals navigate modern media through strategic communication, training, and her acclaimed book A Practical Guide to Public Relations for Businesses, Nonprofits, and PR Leaders.About VeracityVeracity is a PR and digital marketing agency specializing in strategic communications, media relations, and reputation management. The firm empowers businesses and marketing leaders to build credibility, enhance visibility, and connect meaningfully with their audiences. Learn more and access free resources at www.veracityagency.com/.Links Mentioned in This EpisodeAmy Rosenberg on LinkedInVeracity WebsiteKey Episode HighlightsPR success in 2024 depends on credibility, consistency, and digital visibility.Generative Engine Optimization (GEO) is the next evolution of PR and SEO strategy.Small businesses can leverage editorial calendars and strong storytelling to earn coverage.Earned media delivers more long-term value than paid placements.AI tools are powerful, but authentic human storytelling remains the heart of great PR.ConclusionThe future of PR belongs to those who blend strategy, technology, and authenticity. As Amy Rosenberg shares, mastering modern PR means telling stories that matter, staying ahead of media trends, and using tools like AI to enhance—not replace—human creativity. By investing in credibility and consistency, any business can build lasting influence in the digital age.🎧 More from The Thoughtful Entrepreneur🎙️ Want to be featured on The Thoughtful Entrepreneur? Get your voice in front of 50K+ listeners. Schedule your guest spot here » https://go.upmyinfluence.com/podcast-guest🤝 Consultant doing 6+ figures? Let’s introduce you to your next big client, partner, or referral source. See how here » https://go.upmyinfluence.com/leader-intros📡 Thinking of launching your own podcast? We’ve built over 250 shows for leaders who now land dream guests (and clients) weekly. See the system here » https://upmyinfluence.com/book-podcast/🚨 What’s Your PodVerified Score? 🎯 Find out how you rank as a podcast guest — and get matched with hosts who actually want you.✅ 2 free podcast matches✅ Your own dashboard with warm-up plans✅ Media badges to showcase your guest authority✅ Priority access to Founders Club (limited to 100)👉 View the platform » https://app.podverified.com/start/📬 Subscribe to The Thoughtful EntrepreneurNew episodes daily to fuel your impact, visibility, and influence. Thanks for listening. Now go build something extraordinary!

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