The Thoughtful Entrepreneur

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Digital Marketing Strategist & Fractional CMO of Virtual Marketing Experts, Jennifer Tamborski. About ten years ago, Jennifer established a full-service digital marketing agency. She discovered her passion for helping coaches, consultants, and entrepreneurs who were on the brink of scaling but not yet ready to hire an entire agency. This epiphany shifted her business model, turning Virtual Marketing Expert into a more specialized firm focused on assisting business owners to break through revenue plateaus and generate consistent leads and sales. Jennifer discussed the overwhelming amount of marketing advice bombarding new business owners. From TikTok dances to AI bots, the digital marketing sphere is filled with "hack decks" and promises of quick fixes. Jennifer stressed the importance of foundational work. Crafting a clear message and deeply understanding one's ideal client are key. Jennifer also discussed less favorable marketing tactics, such as cold DMing, which she doesn't recommend. She likens it to proposing marriage upon first meeting someone at a bar—unlikely to lead to long-term success and, frankly, exhausting. Instead, Jennifer advocates for attraction marketing, where potential clients come to you, making the process more welcoming and less intrusive. Regarding AI tools like ChatGPT, Jennifer finds them incredibly useful for generating ideas and initiating copywriting tasks. However, she warns against using AI-generated content verbatim. These tools are meant to assist, not replace, human creativity and strategy. They can enhance work but not create a personalized marketing or sales strategy that will endure. Key Points from the Episode: Interview with Jennifer Tamborski, founder of Virtual Marketing Expert Jennifer's background and pivot from a full-service digital marketing agency to focusing on helping coaches, consultants, and entrepreneurs Discussion on the challenges faced by business owners in marketing and scaling their businesses Strategies for effective marketing and attracting clients Dislike cold messaging as a marketing tactic Use of AI tools like ChatGPT in marketing and copywriting About Jennifer Tamborski: Jennifer Tamborski is a seasoned marketing strategist and guide dedicated to helping businesses navigate the complexities of marketing with clarity and purpose. With a mission to transform the often overwhelming marketing world into a clear and tailored path, Jennifer specializes in turning efforts into focused and practical strategies that yield tangible results. Recognizing the challenges of scaling a business in marketing, she prioritizes understanding each client's unique challenges and opportunities. Her approach involves crafting bespoke marketing strategies that resonate with the brand and target audience, eliminating guesswork, and providing personalized solutions. With a commitment to simplifying the marketing process, Jennifer collaborates with clients to develop a roadmap that reaches ideal customers and fosters sustainable growth. About Virtual Marketing Expert: Virtual Marketing Expert is a team that empowers coaches, consultants, and course creators seeking substantial advancements in their businesses. Recognizing the frustration of incremental progress, they cater to individuals eager to make significant strides in their marketing strategies. This dedicated team collaborates with clients at various stages, from conceptualizing ideas still in their minds to executing comprehensive plans. Virtual Marketing Experts excel in providing a structured framework that enables clients to take decisive and consistent actions, propelling their businesses forward. With a commitment to breaking free from small-scale approaches, they focus on fostering substantial growth and guiding clients through each step of the process, ensuring a transformative journey from ideation to execution in the ever-evolving landscape of digital marketing. Links Mentioned in this Episode: Want to learn more? Check out Virtual Marketing Experts website at https://www.virtualmarketingexpert.com/ Check out Virtual Marketing Experts on LinkedIn at https://www.linkedin.com/company/virtual-marketing-experts/ Check out Virtual Marketing Experts on Instagram at https://instagram.com/virtualmarketingexperts Check out Jennifer Tamborski on LinkedIn at https://www.linkedin.com/in/jennifer-tamborski/ Check out Jennifer Tamborski on Facebook at https://www.facebook.com/jennifer.l.tamborski 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 Chief Executive Officer of Iroc Marketable Business Solutions, Cori Fonville Foster. Cori's expertise lies in helping her clients maximize their potential by leveraging what they already have. During our conversation, she detailed how her company specializes in providing affordable marketing and sales solutions tailored specifically for coaches and consultants. The key takeaway from Cori's approach is the emphasis on utilizing existing resources and networks. This strategy is cost-effective and ensures that clients are making the most of their current assets. One of Cori's first steps with her clients is conducting a thorough audit of their existing resources. This process involves deep diving into the tools and networks they already have and developing strategies to optimize them. By doing so, clients can avoid the trap of constantly seeking new solutions and instead focus on enhancing what's already working for them. Cori shared compelling examples of how she has guided clients to tap into untapped resources. She recounted stories of clients who had significant, yet underutilized, audiences and networks. By understanding the target audience's preferences and behaviors, Cori helps her clients craft a plan that resonates with their market, increasing engagement and sales. Key Points from the Episode: Introducing Cori Bonneville Foster, CEO of iRoc Marketable Business Solutions. Highlighting Cori's expertise in affordable marketing and sales solutions for coaches and consultants. Focusing on leveraging existing networks and resources for achieving marketing and sales objectives. Showcasing examples of Corey's work with clients and the exploration of untapped opportunities. Detailing Cori's journey from healthcare to entrepreneurship. Prioritizing support for businesses within their first five years. Stressing the value of open and honest discussions with clients to ensure alignment on goals and strategies. About Cori Fonville Foster: Cori Fonville Foster, founder of IROC Marketable Business Solutions, shifted from a medical career due to Uveitis to entrepreneurship. She identified a gap in affordable marketing solutions for small businesses and launched her company, initially offering virtual assistant services. This evolved into a full-service marketing and coaching firm, focusing on strategic planning and practical marketing strategies. Despite personal challenges, her resilience and adaptability have allowed her to support small businesses across the U.S. and internationally. Cori's expertise includes business planning, marketing, and empowerment coaching, making her a valuable resource for entrepreneurs seeking to enhance their business performance. Known for her effective communication and insightful coaching, Cori helps clients achieve their business goals and improve their confidence in the business world. About Iroc Marketable Business Solutions: IROC Marketable Business Solutions is a minority, woman-owned agency that provides budget-conscious marketing solutions to foster business growth. The agency specializes in delivering customized marketing and branding strategies to business owners keen on taking their enterprises to the next level. With a team of seasoned marketing experts, IROC Marketable Business Solutions offers comprehensive support in social media management, website development, email marketing, and business coaching, all tailored to meet its clients' unique needs and aspirations. Tweetable Moments: 10:33 - "There is a very simple line between those businesses that will be successful and those that will not, and that does have to do with the idea of being adaptive and being willing to pivot." Links Mentioned in this Episode: Want to learn more? Check out Iroc Marketable Business Solutions website at https://www.irocmarketablebusinesssolutions.com/ Check out Iroc Marketable Business Solutions on Facebook at https://www.facebook.com/IROCMBS Check out Iroc Marketable Business Solutions on Twitter at https://twitter.com/Cori_Iroc88 Check out Iroc Marketable Business Solutions on Instagram at https://www.instagram.com/irocmbs Check out Cori Fonville Foster on LinkedIn at https://www.linkedin.com/in/cori-fonville-foster-72750ba8/ 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 Co-Founder and CEO of DEI Pro Finder, Juan Taveras. Juan Tavares is a pioneer who recognized the untapped potential of creating a platform that bridges the gap between companies and DEI professionals. DEI Pro Finder is his brainchild, a specialized service connecting organizations with experts who foster inclusive work environments. Juan's journey to the helm of DEI Pro Finder is a testament to his commitment to making the corporate world more reflective of the society it serves. Juan shed light on the myriad challenges companies face when implementing effective DEI strategies. From unconscious bias to a lack of representation at the decision-making table, the road to inclusivity is fraught with obstacles. However, Juan also highlighted the immense opportunities to overcome these challenges. He shared success stories and the positive impact that a robust DEI framework can have on a company's culture and bottom line. Juan emphasized that it's not just about checking boxes or meeting quotas. It's also about creating a space where diverse voices are heard, valued, and leveraged for the betterment of the organization. He explained how DEI Pro Finder helps companies navigate this complex terrain by providing access to top-tier DEI talent. Juan also talked about the importance of leadership buy-in, the power of listening to employees, and the need for ongoing education and training. His experience has shown that when companies commit to DEI, they unlock innovation, drive employee engagement, and enhance their competitive edge. Key Points from the Episode: CEO of DEI Pro Finder, Juan Tavares Discussion on diversity, equity, and inclusion in the workplace Strategies for implementing DEI initiatives Importance of DEI in business Challenges and opportunities in DEI efforts Impact of DEI on company culture and performance Practical tips for fostering diversity and inclusion About Juan Taveras: Juan Taveras is a seasoned Human Resources and Diversity, Equity, and Inclusion (DEI) professional with over 17 years of expertise. His career focuses on developing and promoting inclusive workplace initiatives to enhance psychological safety, organizational alignment, and engagement. Juan is a passionate advocate for diversity advancement, guiding leaders in creating equitable work environments through his nuanced understanding of cultural transformation dynamics. Known for his intuitive and collaborative leadership style, Juan excels in building strong relationships, providing advice, and convening stakeholders to co-create vision and strategy. Beyond his professional role, Juan is a devoted husband and father, residing in Phoenix, AZ. He is also the co-founder and CEO of DEI Pro Finder, a public online directory for DEI consultants. In his leisure time, Juan enjoys family activities, house projects, cooking with a touch of dance, and indulging in romantic comedies with his wife. About DEI Pro Finder: DEI Pro Finder is a vital public directory for Diversity, Equity, and Inclusion (DEI) consultants, aiming to streamline the connection between HR and business leaders and the essential resources required to optimize DEI strategies. Recognizing the complexity of the DEI industry, the platform is on a mission to alleviate the challenges overwhelmed leaders face. By acting as an online hub, DEI Pro Finder facilitates connections with DEI practitioners, offering a centralized source of information and resources. The platform's goal is to empower organizations to maximize the impact and effectiveness of their DEI initiatives, ultimately contributing to enhancing workplace culture. With a commitment to fostering inclusivity, DEI Pro Finder is crucial in navigating and simplifying the intricate landscape of Diversity, Equity, and Inclusion. Links Mentioned in this Episode: Want to learn more? Check out DEI Pro Finder website at https://www.deiprofinder.com/ Check out DEI Pro Finder on LinkedIn at https://www.linkedin.com/company/dei-pro-finder/ Check out Juan Taveras on LinkedIn at https://www.linkedin.com/in/juan-taveras-mba-sphr/ 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 Cloud Transformation Executive of Western Computer, Ryan Pollyniak. Ryan Pollyniak represents Western Computer, a company that has carved a niche for itself as a Microsoft Dynamics ERP and CRM implementation partner. They specialize in tailoring Microsoft solutions to fit the unique needs of businesses, ensuring that technology serves the company, not the other way around. Ryan emphasized that while Dynamics offers a robust feature set, the real magic happens when it's customized to meet the specific operational requirements of a business. Microsoft has made strides in providing tools that allow this customization without the need for developers, making it more accessible than ever. When asked to explain the role of Western Computer to an eighth-grade class, Ryan broke it down beautifully. He described their work as helping businesses manage inventory, plan for the future, and run more efficiently through accounting, inventory management, and quick decision-making based on insights. Ryan pointed out that the initial hesitation to put data in the cloud has dissipated as companies recognize the advantages of cloud-based cybersecurity. Moreover, integrating AI into ERP systems is a trend reshaping the industry, with use cases for predicting cash flow, optimizing supply chains, and extracting valuable insights from data. Key Points from the Episode: Overview of Western Computer as a Microsoft Dynamics ERP and CRM implementation partner Customization of Microsoft Dynamics 365 to match operational requirements Role of cloud ERP in managing inventory, planning, and gaining insights for decision-making Significant trends in cloud ERP over the past five years and the importance of AI Excitement about the potential of AI technology Engagement and working with clients at Western Computer Differentiation of Western Computer from other solutions providers About Ryan Pollyniak: Ryan Pollyniak is a Microsoft Dynamics 365 specialist focusing on medium to enterprise-sized businesses. With expertise in ERP and CRM strategy, he actively contributes to the Microsoft Dynamics Channel. Ryan distinguishes himself by approaching ERP and CRM projects as a guide, emphasizing simplicity and effectiveness.  His signature topics include strategizing cloud upgrades within the Dynamics framework. Ryan is a prolific content creator on platforms like LinkedIn and Western Computer, covering industry-related issues.  Notably, he excels in guiding businesses using legacy systems (Dynamics CRM, SL, NAV, GP, and AX) through successful migrations to the cloud. Ryan Pollyniak stands out as a valuable asset for businesses navigating the complexities of the Dynamics ecosystem. About  Western Computer: Founded in 1987, Western Computer is a nationwide Microsoft Gold Partner dedicated to empowering individuals and businesses for success. Specializing in Microsoft Dynamics 365 and Power Platform solutions, the company boasts a team of over 180 senior-level experts offering advanced functional and industry expertise across North America.  As a certified Cloud Solution Provider (CSP), Western Computer facilitates the seamless transition of large and small companies to the cloud with a practical and systematic approach. Western Computer has established itself as a paragon of excellence with over 30 years of experience in ERP, CRM, and business intelligence. The company continually innovates to enhance the value of customers' technology investments, emphasizing a commitment to meeting the unique needs of specialized industries through powerful solutions and exceptional service. At the heart of Western Computer's culture and mission is the commitment to maximizing value, providing an elite experience for every customer that includes a non-billable, dedicated Customer Success Manager and transparent Service Level Objectives. Links Mentioned in this Episode: Want to learn more? Check out   Western Computer website at https://www.westerncomputer.com/ Check out  Western Computer on LinkedIn at https://www.linkedin.com/company/western-computer/ Check out  Western Computer on Facebook at https://www.facebook.com/Western-Computer-236693736372775/ Check out  Western Computer on Twitter at https://twitter.com/WesternComputer Check out Ryan Pollyniak on LinkedIn at https://www.linkedin.com/in/microsoftdynamicssolutions/ Check out Ryan Pollyniak on Instagram at https://www.instagram.com/jon.kidwell/ More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Founder and CEO of Leadwell, Jon Kidwell. Leadwell specializes in training, coaching, and content tailored to mission-driven organizations. These are the companies that look beyond profit margins and strive to make a positive impact on the world. Jon Kidwell's passion for aligning teams, developing leaders, and building winning cultures is inspiring—it's a call to action for all of us in leadership roles. Jon didn't mince words about the consequences of overlooking leadership development. He pointed out the stark reality we've witnessed in recent years: high turnover rates and widespread employee disengagement. Jon stressed the critical need for clarity in an organization's mission, vision, values, and strategy. It's about ensuring that every leader, at every level, knows the key results and priorities that will drive the organization forward. Jon shared a compelling success story from a not-for-profit that saw remarkable growth and retention after partnering with Leadwell. It's a testament to the power of focused training, group coaching, and executive team alignment. The results speak volumes: increased retention, productivity, and financial growth. Key Points from the Episode: Introduction of Jon Kidwell and Lead Well Focus of Lead Well on leadership development for mission-driven organizations Importance of investing in leadership development and its impact on organizations Operational concerns and leadership issues related to delegation and expectations Importance of aligning organizational priorities, mission, vision, values, and strategy Discussion on John Kidwell's book, "Redefine Your Servant Leadership" About Jon Kidwell: Jon Kidwell is a leadership coach with a robust background in guiding mission-driven leaders and organizations. As the founder of Leadwell, he emphasizes aligning teams, developing leadership skills, and fostering winning cultures through executive coaching and custom development programs.  His experience includes teaching at Concordia University Irvine's Townsend Institute and over two decades of service in various leadership roles. Jon is also a family man, married with three children, and has made Houston his home for fourteen years. His practical approach to leadership development has impacted over 1,500 leaders directly through his coaching and training events. About Leadwell: Leadwell is dedicated to enhancing the efficacy of mission-driven leaders and their organizations. They offer tailored solutions that blend purpose, people, and performance to achieve significant outcomes.  Their approach is grounded in research and ethical principles, delivered by skilled facilitators and coaches with hands-on leadership experience. Leadwell aims to impart knowledge and instill enduring, transformative change, ensuring that the impact of their partnership is both significant and lasting. Links Mentioned in this Episode: Want to learn more? Check out  Leadwell website at https://leadwell.com/ Check out Leadwell on LinkedIn at https://www.linkedin.com/company/theleadwellpage/ Check out Leadwell on Facebook at https://www.facebook.com/theleadwellpage Check out Jon Kidwell on LinkedIn at https://www.linkedin.com/in/jonkidwell/ Check out Jon Kidwell on Instagram at https://www.instagram.com/jon.kidwell/ More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder and CEO of Shift Financial Insights, Spencer Sheinin.  Spencer delved into the intricacies of business finances, addressing the complexities that often overwhelm entrepreneurs or leave them feeling embarrassed about their financial records. They discussed how a solid grasp of one's financial status can serve as a springboard for achieving business objectives and significantly impacting their industry. Spencer's method is notably direct and sincere. He's not focused on aggressive selling. He aims to change the world by equipping entrepreneurs with the financial knowledge necessary for prosperity. In their conversation, Spencer recounted an inspiring tale of an entrepreneur who saw their business transform after understanding the top three insights from their financial review. Spencer extended a unique offer exclusively to the podcast's listeners. The first three entrepreneurs to contact him and mention the episode will receive a complimentary one-on-one review of their financial records. This presents an invaluable opportunity to have an expert analyze your finances and discover insights that could be pivotal for your business. Key Points from the Episode: Importance of financial clarity for entrepreneurs Services provided by Shift Financial Insights Unique opportunity for free review of books for first three people Spencer's approach to helping entrepreneurs achieve financial clarity and success Commitment to making a positive impact Emphasis on the potential transformation of businesses through financial understanding Host's encouragement for listeners to engage with the show and community Belief in the positive effects of every person's message About Spencer Sheinin: Spencer is a seasoned entrepreneur and CPA with 25 years of experience. He is the CEO and founder of Shift Financial Insights. Spencer’s mission is to alleviate entrepreneurs' challenges in navigating the complexities of accounting, drawing on his extensive background in diverse industries like manufacturing, construction, and cold storage. Spencer shares his financial expertise as a former instructor for the Chartered Professional Accountants of B.C. and a guest speaker at the University of British Columbia. He authored the #1 bestseller "Entreprenumbers: The Surprisingly Simple Path to Financial Clarity."  A 20-year member of the Entrepreneurs Organization, he held significant roles, including Regional Chair for Canada and Past President in Vancouver. Beyond business, Spencer's passion for endurance sports is evident in his completion of marathons, ultra-marathons, cycling events, Ironman, and marathon swims. About Shift Financial Insights: Shift Financial Insights is a dynamic team of professional Accountants committed to handling the essential yet often overlooked financial aspects of business operations. Founded by Spencer Sheinin, an Accountant, CA, advisor, and serial entrepreneur, the company emerged from Spencer's realization that many entrepreneurs need help to articulate their accounting needs, hindering strategic financial planning. Spencer sought to bridge this gap, ensuring entrepreneurs and accountants communicate effectively and providing emerging businesses access to high-level accounting insights without exorbitant fees. The team at Shift is immersed in balance sheets, payroll systems, and business processes, marrying their technical expertise with the ability to communicate effectively.  The mission is to empower small businesses with the transformative financial insights typically associated with larger enterprises, leveling the playing field and fostering growth without compromising affordability. Shift Financial Insights takes pride in translating complex numbers into meaningful discussions and contributing to the success of small businesses. Links Mentioned in this Episode: Want to learn more? Check out  Shift Financial Insights website at https://shiftfinancial.co/ Check out Shift Financial Insights on LinkedIn at https://www.linkedin.com/company/shiftfinancial.co/ Check out Shift Financial Insights on Instagram at https://www.instagram.com/shiftfinancialinsights/ Check out Spencer Sheinin on LinkedIn at https://www.linkedin.com/in/spencersheinin/ Check out Spencer Sheinin on Facebook at https://www.facebook.com/spencerrsheinin 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 Success Strategist of Smashing Numbers, Becca Heissel. Becca opened the conversation with a powerful statement about the role of bookkeeping in business success. She believes understanding your finances is the cornerstone of creating a time and money freedom strategy. It's not just about recording transactions; it's about interpreting the story those numbers tell about your business. As Becca pointed out, many entrepreneurs lack financial literacy, which can lead to missed opportunities and mismanaged resources. Smashing Numbers aims to bridge this gap by equipping business owners with the knowledge and skills to take control of their financial destiny. Becca emphasized the importance of financial reports. These documents are more than just historical records; they're tools for learning from the past, forecasting the future, and managing the present. By analyzing financial reports, entrepreneurs can make informed decisions that align with their personal and professional aspirations. Becca also shed light on the significance of strategic planning. She explained how understanding the cost of living your desired life is crucial in determining how much your business needs to generate. This approach helps business owners set realistic goals and create a roadmap. Becca acknowledged the shame and fear that often accompany money matters. She stressed the importance of cultivating a positive mindset and creating a vision for financial success. It's like setting a destination in your GPS; you need to know where you're going and be prepared to navigate through detours and roadblocks. Key Points from the Episode: Importance of financial literacy for entrepreneurs Role of bookkeeping in saving money and financial planning Strategic planning for personal and professional financial goals Emotional aspect of managing finances and overcoming shame and fear Approach to paying off debt and wealth accumulation Need for regular conversations about finances Empowerment of women in financial management About Becca Heissel: Becca Heissel is a leader dedicated to propelling women entrepreneurs towards financial success. As a certified trainer of Jack Canfield's Success Principles, she spearheads a mission to inspire and empower the 88% of women-owned businesses aiming to surpass the $100,000 revenue milestone. With a staggering 12 million such businesses, Becca brings expertise and passion to the forefront. Her commitment revolves around transforming lives and guiding small business owners toward financial freedom. By combining her training credentials with a focus on breaking barriers, Becca Heissel plays a pivotal role in fostering growth and resilience among women entrepreneurs, contributing significantly to the thriving landscape of female-owned businesses. About Smashing Numbers: Smashing Numbers, led by Becca Heissel, is dedicated to liberating entrepreneurs from financial stress by making a profitable business enjoyable. The focus is on aligning revenue generation with individual lifestyle goals, ensuring entrepreneurs know the cost needed for their desired life. Heissel emphasizes understanding the purpose behind financial goals, stressing that clarity on the "why" facilitates achieving desired outcomes. The approach goes beyond setting monetary targets to encompass goals in seven life areas for the next 12-18 months. The vision of inspiring, empowering, and transforming personal lives underlines the business ethos. Through a holistic perspective, Smashing Numbers aims to guide entrepreneurs toward financial, spiritual, and emotional fulfillment, fostering a comprehensive and sustainable approach to success. Tweetable Moments: 07:39 - "You need to have a coffee date with your finances once a week." 12:07 - "Detours and roadblocks could come up, but you're going to hold that vision of what you want and create the strategic plans to get there." Links Mentioned in this Episode: Want to learn more? Check out  Smashing Numbers website at https://www.smashingnumbers.com/ Check out Smashing Numbers on Facebook at https://www.facebook.com/SmashingNumbers Check out Becca Heissel on LinkedIn at https://www.linkedin.com/in/beccaheissel/ Check out Becca Heissel on Instagram at https://www.instagram.com/beckyheissel/ 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 Principal Consultant of C-Squared Professional Consulting, Craig Cooke. Craig has been at the helm of a successful digital marketing agency for over two decades, honing his expertise in marketing communications, brand development, and leadership. But what truly sets him apart is his passion for Chinese medical qigong, a practice he's integrating into his consulting work. As he pursues a doctorate in Chinese energy medicine, Craig is on a mission to offer a unique perspective that blends business and holistic well-being. Craig shared how qigong has been a transformative force in his life. Running a company for 26 years is no small feat, and the stress and responsibilities that come with it can be overwhelming. However, through qigong, Craig found the balance and clarity needed to navigate the complexities of business leadership. He even demonstrated a simple yet powerful qigong exercise called "pulling down the heavens," which integrates mind, body, and breath to foster inner harmony. Craig emphasized the importance of personal experience in understanding the true benefits of these practices. It's not just about the theory; it's about feeling the positive impact on one's well-being and performance. Craig's vision extends beyond his current consulting work. Post-exit, he aspires to create and share content that inspires and empowers others to reach their full potential. His book, "Business Kung Fu: Modern Strategy, Ancient Truth," is a testament to this vision. Aimed at entrepreneurs, the book distills lessons and principles from his journey in Chinese kung fu and how they can be applied to the entrepreneurial experience. Key Points from the Episode: Introduction of Craig Cooke and his background Craig's consulting focus areas Craig's passion for Chinese medical qigong and its integration into his consulting work Explanation of the practice of qigong and its benefits Discussion on the value of meditation and qigong Craig's post-exit plans and desire to inspire and empower others Overview of Craig's book "Business Kung Fu" and its relevance to entrepreneurs About Craig Cooke: Craig Cooke is a visionary entrepreneur who pioneered the "digital first" approach, establishing RhythmNet.com with a mere $1,300 and an Apple computer alongside college friends. His strategic insight into internet dynamics predated today's commonplace digital terms. After overcoming numerous challenges, Craig successfully positioned and sold "Rhythm" to a premier digital creative agency in 2019. Serving as CEO for over three years, he completed a remarkable 26-year stint at the company. Craig's leadership at Rhythm® included collaborations with notable brands like American Honda Motors, Beats by Dr. Dre, ZO Skin Health, Irvine Company, The Travel Corporation, Segway, U.S. Bank, FivePoint, Online Trading Academy, Allergan, Abbott Labs, Takeda Pharmaceuticals, and various other B2C and B2B entities. His enduring legacy is marked by navigating Rhythm through evolution, showcasing adaptability and resilience in the ever-evolving digital space. About  C-Squared Professional Consulting: C-Squared Professional Consulting stands as a pinnacle in delivering comprehensive business leadership, brand strategy, and marketing communications solutions, particularly emphasizing digital experiences. The consultancy seamlessly integrates expert knowledge with dynamic practices, ensuring clients achieve peak performance while maintaining harmony in both professional and personal spheres. Specializing in fostering optimal collaboration, C-Squared imparts strategic insights and infuses energy into its methodologies. By combining precision in business strategies with a keen understanding of the digital landscape, C-Squared empowers clients to navigate the complexities of modern business environments. The consultancy's commitment to synchronizing professional and personal success underscores its role as a valuable partner for organizations seeking elevated leadership and strategic positioning in today's dynamic market. Links Mentioned in this Episode: Want to learn more? Check out  C-Squared Professional Consulting website at https://csquaredpro.io/ Check out Craig Cooke on LinkedIn at https://www.linkedin.com/in/craigcooke/ Check out Craig Cooke on Instagram at https://www.instagram.com/craigcooke/ Check out Craig Cooke on Twitter at https://twitter.com/craigcooke Check out Craig Cooke on Facebook at https://www.facebook.com/chilefarmer/ 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 CPO & Co-Founder of Sembly, Artem Koren. Artem highlighted the significant time-saving benefits of Sembly. The discussion delved into how this tool is a convenience and a necessity for enhancing outcomes, especially in today's fast-paced business environment. The value it brings to individuals, teams, and organizations is immeasurable, cutting across various industries. Artem shed light on the diverse account options available with Sembly. From personal plans for the solo entrepreneur to enterprise-level solutions for large corporations, there's a plan for every need. He shared examples of enterprise clients in the pharma and construction sectors, detailing their customer journey and the remarkable outcomes they've achieved with Sembly. Artem gave a glimpse into the future direction of Sembly, with a clear focus on enhancing the automation of meeting notes, streamlining task management, and providing contextualized insights that elevate meeting outcomes to new heights. Key Points from the Episode: Introduction of Artem Koren Sembly: AI meeting assistant for Google Meet, Microsoft Teams, Zoom Features: Automatic meeting notes, task identification, app integration Unique aspects: Participating in meetings, personalized meeting notes Time-saving benefits for individuals, teams, organizations Account options: Personal plans to enterprise-level solutions Enterprise clients' outcomes in pharma, construction, etc. About Artem Koren: Artem Koren is a dedicated advocate for leveraging artificial intelligence (AI) to enhance human experiences and foster positive transformations. Currently associated with Sembly AI, Artem plays a pivotal role at the forefront of applied natural language understanding. His work is instrumental in establishing a harmonious collaboration between humans and technology. Artem's passion lies in exploring the potential of AI to enrich various aspects of human life, emphasizing a symbiotic relationship between innovative technology and societal well-being. Through his endeavors, Artem Koren strives to contribute to the evolution of AI, steering it towards applications that bring about positive change and benefit humanity. About Sembly: Sembly is a cutting-edge Software as a Service (SaaS) platform designed to enhance the efficiency of meetings for individuals and teams. The platform employs proprietary AI algorithms to transcribe and analyze meetings, converting spoken content into valuable and actionable insights. By leveraging advanced artificial intelligence, Sembly goes beyond traditional meeting tools, offering a transformative approach to gathering and processing information. The platform's transcription capabilities facilitate easy access to meeting content, while its AI-driven analysis provides users with critical insights, enabling more informed decision-making. Sembly stands out as a powerful tool in streamlining communication and collaboration processes, ultimately contributing to increased productivity and effectiveness within professional environments. Links Mentioned in this Episode: Want to learn more? Check out Sembly website at https://www.sembly.ai/ Check out Sembly on LinkedIn at https://www.linkedin.com/company/semblyai/ Check out Sembly on Twitter at https://twitter.com/sembly_ai Check out Sembly on Instagram at https://www.instagram.com/semblyai/ Check out Sembly on Facebook at https://www.facebook.com/SemblyAI/ Check out Artem Koren on LinkedIn at https://www.linkedin.com/in/akoren/ Check out Artem Koren onTwitter at https://twitter.com/clearlykoren 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 Corporate Value Metrics, Ken Sanginario. Ken Sanginario shed light on how many business owners focus on the wrong metrics. They believe that profitability alone shows a company's worth. Yet, as Ken pointed out, true value is multifaceted. It includes financial performance. It also includes intangible elements. These include brand reputation, customer satisfaction, and intellectual property. Ken emphasized that a good plan is vital. Without it, businesses are like sailors without a map. Strategic planning is not about setting goals. It's about understanding the market. It's about seeing opportunities for growth and spotting risks. This approach is comprehensive. It ensures all aspects of the company are aligned. They are moving toward a common goal. Ken Sanginario created Corporate Value Metrics. It offers a suite of services. They are designed to help businesses reach their full potential. Their approach is systematic and data-driven, focusing on quantifying and enhancing corporate value. They use their own tools and methods. Corporate Value Metrics helps companies understand their current valuation. They also help them plan for big growth. Key Points from the Episode: Corporate value and value growth Strategies for increasing the value of private companies Common misconceptions about value drivers Importance of strategic planning Services offered by Corporate Value Metrics About Ken Sanginario: Ken Sanginario founded Corporate Value Metric. He is a pro with over 30 years of experience. He has led executives and given strategic advice. His company specializes in helping businesses grow. They do this by doubling or tripling their value in three years. This is true no matter their current situation. Ken is an expert at providing full solutions for private middle-market companies. This includes leading business improvement projects. It also includes managing M&A deals, valuing companies, and getting growth capital. Ken is a popular speaker at national and regional conferences. He also speaks at private business owner events. He has written many articles. They cover topics like growing business value, valuing companies, mergers, and turnarounds. His vast knowledge and practical insights make him valuable. He is a key resource in corporate value enhancement. About Corporate Value Metrics: It was founded in 2008. Corporate Value Metrics, LLC specializes in Value Growth services. They use a holistic approach. It includes consulting and education. They also use their groundbreaking software, the Value Opportunity Profile (VOP). This cloud-based platform was called the most comprehensive in the advisory industry. It integrates the expertise of seasoned business valuators. It also includes M&A due diligence teams and turnaround consultants. The VOP helps advisors understand a client's business . This understanding helps them create a detailed plan to maximize long-term enterprise value. The VOP has a proven and repeatable process. It helps CVM and business advisors assess organizations better. They use it to identify and mitigate risks that affect value. This results in enormous increases in enterprise value, of 70% to 100%. This happens over 2 to 5 years, and provides a scalable and efficient solution. It enhances client growth and profitability potential. Links Mentioned in this Episode: Want to learn more? Check out Corporate Value Metrics website at https://www.corporatevalue.net/ Check out LCorporate Value Metrics on LinkedIn at https://www.linkedin.com/company/corporate-value-metrics-llc/ Check out Corporate Value Metrics on Facebook at https://web.facebook.com/CorporateValueMetrics Check out Ken Sanginario on LinkedIn at https://www.linkedin.com/in/ksanginario/ 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.