In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Entrepreneurial Patent Attorney, Author & Speaker of Modern Thompson Patent Law, Craige Thompson. Craige's journey into the world of patent law is a fascinating one. He grew up working for his entrepreneur father, which sparked his passion for business. After a decade-long career in electrical engineering, he transitioned to patent law.  Over the past 24 years, he has worked with individuals and companies of all sizes, including tech giants like Apple, Google, Intel, and Honeywell. His mission is to protect entrepreneurs from financial ruin, a lesson he learned from witnessing his father's business collapse due to changes in government regulations. Craige explained that intellectual property falls into four categories: trade secrets, patents, trademarks, and copyrights. His expertise lies in patents and trade secrets, where he assists technology companies in safeguarding their innovative products and services from copycats and infringers. Craige emphasized the importance of protecting your brand reputation and trademarks. He explained that a strong brand reputation leads to a certain level of quality associated with your trademark.  However, some copycats try to trick people by using similar trademarks, thereby cheapening your brand. He stressed the need to act if someone misuses your trademark. Craige also highlighted the value of intellectual property as a business asset. He explained that patents can be bought, sold, rented, used as collateral, or enforced against others.  By securing your intellectual property, you increase the valuation of your company, whether you're looking to exit, scale, or create additional income through licensing deals. Key Points from the Episode: Introduction of Craige Thompson as a patent attorney and founder of Thompson Patent Law and Invention to Exit Craige's background and experience in working with individuals and companies of all sizes Explanation of the four areas of intellectual property: trade secrets, patents, trademarks, and copyrights Importance of seeking assistance from an attorney in the process of protecting intellectual property Discussion on protecting brand reputation and trademarks from copycats and improper use The suggestion of exploring business solutions rather than immediate litigation in resolving trademark disputes Highlighting the value of intellectual property as a business asset and its various uses Recommendation of Thompson Patent Law's lightning prior art search for determining patentability Emphasis on the importance of protecting intellectual property throughout the podcast About Craige Thompson: Craige Thompson is an accomplished professional with a mission to support creative problem solvers and enhance the impact of patented innovations. Transitioning from electrical engineering to patent law at the world's leading patent firm in the early 2000s, he has focused on maximizing the value of businesses through integrated processes involving intellectual property (IP), operations, and marketing expertise.  With over 30 years of A-level engineering and patent experience, Thompson excels in solving complex technical, legal, and business challenges. His proprietary system, "LITIGATION QUALITY PATENT" (R), reflects his commitment to engineering patents as valuable business assets that generate substantial profits.  Craige's team specializes in offensive and defensive patent protection and provides litigation-quality solutions to safeguard market share and defend against patent infringement.  His technical expertise spans diverse areas such as analog circuits, power electronics, embedded systems, medical devices, and more. Craige's innovative contributions aim to protect and leverage patents for increased business profitability. About Modern Thompson Patent Law: Thompson Patent Law specializes in creating patents that hold substantial value and withstand legal scrutiny. Positioned as the home of the Litigation Quality Patent, their approach emphasizes generating faster revenue by ensuring patents command respect rather than being easily dismissed.  The firm, a boutique comprised of attorneys with extensive experience as Electrical Engineers, uniquely "Speaks Fluent Engineer," facilitating efficient communication with inventor-engineers.  With a focus on delivering high-value, litigation-quality patents, Thompson Patent Law has a proven track record working with major clients like Apple, Google, Intel, and Microsoft, as well as smaller businesses and startups.  The firm's commitment to doing things "the right way" aligns with the author's book, "Patent Offense," offering insights into a re-engineered, faster path for obtaining higher quality, more cost-effective patents. Links Mentioned in this Episode: Want to learn more? Check out Thompson Patent Law website at https://thompsonpatentlaw.com/ Check out Thompson Patent Law on LinkedIn at https://www.linkedin.com/company/thompson-patent-law-offices-pc Check out Thompson Patent Law on Facebook at https://www.facebook.com/ThompsonPatentLaw Check out Craige Thompson on LinkedIn at https://www.linkedin.com/in/craigeothompson/ Check out Craige Thompson on Twitter at https://twitter.com/craige_thompson Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time! More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Owner & Founder of Thrive On Purpose, Lani Dickinson. Lani Dickinson is a business mentor who works with early seven-figure entrepreneurs and multi-seven-figure earners. Her mission is to help these entrepreneurs professionalize their management, create systems that generate predictable revenue, and prepare for a potential exit. This allows them to enjoy time and location freedom without the risk of burning out. Lani shed light on the common pain points that early seven-figure entrepreneurs often face. One of the most prevalent issues is the tendency to take on too much of themselves, which often stems from an inability to afford a team. Lonnie emphasizes the importance of creating cash flow and building a monthly recurring revenue stream to multiply the business's revenue. Another common struggle is the difficulty in delegating critical tasks to others. Many entrepreneurs at this stage have an identity tied to their work, making it challenging to let go and trust others with crucial aspects of their business. Lani also addressed the cash concerns of early seven-figure companies. She explained that growth and scaling require cash, and the post-COVID labor shortages and increased wages have only added to these financial challenges. Moreover, she pointed out that entrepreneurs often lack efficient delivery systems and haven't identified the exact value points that drive customer satisfaction and loyalty. This lack of clarity can lead to inefficiencies and missed growth opportunities. Key Points from the Episode: Lani Dickinson's work as a business mentor for early seven-figure entrepreneurs and multi-seven figure earners Common pain points for entrepreneurs, such as the need for a team and cash flow concerns The process of professionalizing management and preparing for a potential exit The importance of creating cash flow and building a monthly recurring revenue stream Challenges faced by early seven-figure entrepreneurs, including trying to do too much themselves and struggling with delegating tasks Cash concerns for early seven-figure companies, including post-COVID labor shortages and increased wages The importance of having a clear vision for one's life, loves, legacy, and impact Making difficult decisions and navigating necessary changes in businesses Attaching a cost to desires and understanding the sacrifices and investments needed to achieve them About Lani Dickinson: Lani Dickinson's journey is nothing short of inspirational. Starting with a challenging childhood, where her mother was involved in drugs, Lani became a mother at 18 and dropped out of school. However, she turned her life around by obtaining a GED and pursuing higher education. Her determination led her to become a nurse, and she didn't stop there; she earned an MBA and successfully built two side businesses into multi-six-figure ventures. Her corporate career is equally remarkable. Lani became the CEO of a Fortune 175 company, a position held by less than 5% of women. After 25 years in the corporate world, she left her CEO role as her business approached the seven-figure mark in under a year. Now, as a business mentor and strategist, Lani dedicates herself to helping entrepreneurs, particularly those transitioning from corporate careers. She emphasizes embedding essential systems into businesses to achieve sustainable success, minus the bureaucracy. Her approach aims at helping her clients gain true time freedom, increase profits, and create a business that operates independently. Lani's philosophy combines her corporate experience with an entrepreneurial spirit, emphasizing the importance of team-building, data-driven decision-making, and financial management. About Thrive On Purpose: Thrive on Purpose is an empowering program for women entrepreneurs running service-based businesses. The core mission is to enable these women to achieve independence from traditional corporate structures and the constraints of conventional employment. A key aspect of Thrive on Purpose is the dual emphasis on achieving time and financial freedom. This approach ensures participants can build sustainable, profitable businesses without sacrificing important life moments or personal commitments. Furthermore, the program stresses the importance of making a significant impact through their businesses, aligning personal values with professional goals. By participating in "Thrive on Purpose," women entrepreneurs have the tools and knowledge to create generational wealth. This concept extends the benefits of their success beyond their immediate needs to future generations. The program is about more than just business growth; it's about creating a fulfilling, autonomous lifestyle that resonates with personal and professional aspirations. Links Mentioned in this Episode: Want to learn more? Check out Thrive on Purpose website at http://www.meetlani.com/ Check out Thrive on Purpose on LinkedIn at https://www.linkedin.com/company/thrive-on-purpose/ Check out Thrive on Purpose on Facebook at https://bit.ly/WomanEntrepreneurThrive Check out Thrive on Purpose Inc on Instagram at https://www.instagram.com/thriveonpurpose/ Check out Lani Dickinson on LinkedIn at https://www.linkedin.com/in/lanidickinsonlive/ Check out Lani Dickinson on Instagram at www.instagram.com/lanidickinsonlive Check out Lani Dickinson on Facebook at https://www.facebook.com/laniadickinson Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time! More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Chief Executive Officer & Chief Founder of Opal Labs Inc, George Huff. Opal is a company that has carved a niche for itself by aligning marketing organizations with varying levels of complexity. Their mission is to help brands reinforce their products and services in the market by solving the challenges of complexity and hierarchy within organizations. George explained that Opal was born out of the need to manage the explosion of content across channels. He observed the difficulties that large brands faced in coordinating and aligning their content creation efforts, especially within organizations with hierarchies and silos. This inspired him to start a software company that could solve this problem. Opal began its journey in 2012, working with brands like Nike, Beats by Dre, and the Seattle Seahawks. George explained that organizations often have different teams responsible for creating content for various channels. This can lead to duplication of efforts and inconsistency in messaging. Opal helps organizations overcome these challenges by providing a platform that connects strategy and execution. It allows content planning, project management, creation, and visualizing content across different channels. The platform also helps organizations analyze their content saturation and make adjustments before publishing. Key Points from the Episode: Opal: a company aligning marketing organizations with complexity Opal's goal: help brands reinforce products/services in the market Opal trusted by leading brands like Starbucks, Wendy's, Whole Foods, GM, and Target Opal started in response to content explosion across channels Challenges of coordinating and aligning content creation efforts Opal's platform connects strategy and execution for content planning and management Opal helps analyze content saturation and make adjustments before publishing Opal's position on AI and the need for a steering committee Opal's suitability for teams with 20 or more marketers About George Huff: George Huff is a tech-savvy entrepreneur passionate about the intersection of business, technology, and design. His career began in web design, showcasing an early affinity for the digital world. This initial experience paved the way for further entrepreneurial endeavors. George’s career trajectory has been marked by a series of co-founding roles in various companies, indicating his strong drive and ability to recognize and cultivate business opportunities. A key aspect of his success appears to be his talent for team-building, ensuring he is surrounded by individuals who excel in their respective areas. This strategic approach to collaboration has likely played a significant role in the success and rewards reaped by his ventures. George’s story reflects an individual with a clear vision, the ability to adapt and grow, and a knack for fostering effective teams. About Opal Labs Inc: Opal Labs offers a comprehensive planning platform specifically designed for marketers, streamlining the process of planning, creating, and calendaring content. This platform is particularly valuable for marketing and communications teams, as it fosters high alignment within teams. By using Opal, these teams can operate with greater efficiency and coordination. A standout feature of Opal is its customer-centric approach, enabling users to view and understand their work from the perspective of their customers. This aspect is crucial in crafting effective marketing strategies and content that resonate with the target audience. Opal’s platform appears well-regarded in the industry, trusted by teams for its ability to simplify complex marketing processes and enhance collaborative efforts, thereby improving marketing campaigns' overall quality and impact. The platform is a testament to the importance of understanding and engaging with customers in the digital marketing landscape. Links Mentioned in this Episode: Want to learn more? Check out Opal Labs Inc website at  https://workwithopal.com/ Check out Opal Labs Inc on LinkedIn at https://www.linkedin.com/company/opal-software/ Check out Opal Labs Inc on Facebook at https://www.facebook.com/opal/ Check out Opal Labs Inc on Twitter at https://twitter.com/workwithopal?lang=en Check out George Huff on LinkedIn at https://www.linkedin.com/in/georgehuff/ Check out George Huff on Twitter at https://twitter.com/georgehuff Check out George Huff on Instagram at https://www.instagram.com/georgehuff/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time! More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO of Motiv, David Ewing. David  introduced the philosophy of Motiv, a company that provides businesses with the tools, technology, and processes to create exceptional customer experiences. The goal is to acquire customers and retain them, maximizing their lifetime value and generating positive word-of-mouth. David cited examples of unintuitive and frustrating interactions, suggesting that some companies might intentionally create a bad experience to discourage customers. He defined customer experience as the journey a customer goes through, from first hearing about a company to eventually ending their relationship. David emphasized the significance of 'moments that matter' - positive or negative experiences that shape a customer's attitude and behavior towards a brand. He shared a personal example of a joyous moment that mattered to him when an airline delay allowed him to meet an author he admired. He also mentioned a heartwarming story of a company sending flowers to a customer whose dog had passed away, creating a lasting impression. These moments, he stressed, are crucial in building long-term customer loyalty. David also highlighted the significance of having difficult conversations with customers, as it allows them to feel heard and often leads to more business. David G encourages entrepreneurs to pick up the phone and address any issues directly with customers, as it is unlikely that customers will switch to the competition just because their concerns are brought to light. Key Points from the Episode: Importance of customer experience in business Motiv's goal of providing tools and processes for exceptional customer experiences Acquiring and retaining customers for maximum lifetime value and positive word-of-mouth Small and medium-sized businesses struggling with user experience Intentional creation of bad experiences by some companies Definition of customer experience as the entire customer journey Significance of moments that matter in shaping customer attitudes and behavior Gathering feedback from customers and being open to criticism Having difficult conversations with customers to address issues About David Ewing: David Ewing's career is a rich tapestry of roles that showcase his adaptability and leadership in various sectors. His tenure as the CEO of Motiv, starting February 2001, stands out as a period where he steered the company with a visionary approach. Before this, David honed his business development and strategic planning skills as the Director of Business Development at Appareon from June 2000 to February 2001. Here, he was instrumental in shaping the company's growth strategies. One of David's earlier notable positions was as the Director of the Continuous Improvement Team at NSS Technologies, where he worked from June 1994 to August 1997. David led efforts to enhance machine efficiency, increase throughput, and implement cost-reduction strategies in this capacity. His leadership in this role was pivotal in improving the company's operational processes and overall performance. David has demonstrated a remarkable ability to adapt to different roles and industries throughout his career. His journey reflects a depth of experience in leading companies and fostering growth, implementing strategic initiatives, and driving continuous improvement. David's professional story is consistent growth, learning, and adaptation, making him a valuable asset in any business context. About Motiv: Motiv is a company centered on the principle that great achievements originate from individuals with the courage to advocate for change. Specializing in enhancing customer experiences, Motiv primarily serves clients eager to take strategic risks to improve customer interactions, viewing these improvements as valuable investments. Motiv’s expertise lies in implementing products from the Oracle Customer Experience suite. When clients engage Motiv, they entrust the company as a catalyst for positive change, helping them achieve their goals. This responsibility is seen by Motiv as a 'sacred challenge', committing to being a proactive force for each client. The company culture at Motiv emphasizes individual responsibility and collective commitment. Every team member at Motiv adopts the mantra, "I am Motiv," signifying a personal dedication to driving change and improving the world, one customer experience at a time. Tweetable Moments: 12:21 - "There is absolutely no substitute for having that difficult conversation with a customer because the catharsis of them just knowing that they've been heard almost always results in more business." Links Mentioned in this Episode: Want to learn more? Check out Motiv website at https://www.motivcx.com/home.html Check out Motiv on LinkedIn at https://www.linkedin.com/company/motivcx/ Check out David Ewing on LinkedIn at https://www.linkedin.com/in/davidgewing/ Check out David Ewing on Twitter at https://twitter.com/davidewingCX Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time! More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the President & Co-Founder of GoAvance, Ramiro Velasco. Ramiro kicked off our conversation by highlighting the current buzz around Latin America. With nearly 700 million potential customers being digitized daily, the region presents many opportunities for businesses in terms of insourcing, outsourcing, and shipping. The growing e-commerce market in Latin America is a goldmine waiting to be tapped, and GoAvance is at the forefront of this revolution. Many brands have started looking to Mexico as a reliable partner for manufacturing, with shorter lead times and comparable freight costs. The rise of remote work has resulted in a Mexican workforce joining US-based companies, thereby increasing the purchasing power of the middle class. Ramiro predicts a gold rush in Latin America over the next five to ten years, as brands explore the market and take advantage of the flow of capital, information, and infrastructure. GoAvance is playing a crucial role in this by assisting brands in establishing a strong presence in Mexico. Ramiro emphasized the importance of win-win situations and believes that a good system should work even when people are not motivated to work. The readiness for GoAvance' services varies depending on the market, competition, and price points. Key Points from the Episode: Introduction of Ramiro Velasco Romero, co-founder of GoVans Opportunities for businesses in Latin America in terms of insourcing, outsourcing, and shipping Growing e-commerce market in Latin America with potential customers being digitized GoAvance aims to make it easier for brands to sell in Mexico and overcome roadblocks Shift from doing business in China to near-shoring in Latin America Disruption of supply chains during the pandemic led to reevaluation of practices Rise of remote work and Mexican workforce joining US-based companies Predicted gold rush in Latin America in the next five to ten years GoVans offers services such as importing, logistics, and market management About Ramiro Velasco: Ramiro Velasco, an engineer and entrepreneur, co-founded an e-commerce company focused on bridging the consumer goods gap in Mexico and Latin America. Recognizing these regions as secondary markets, Ramiro applied his e-commerce expertise to make global products accessible. Initially adopting traditional methods like drop-shipping, he soon pivoted towards a more innovative model. His company evolved into an e-commerce enablement platform, serving as a proxy seller for foreign brands. This role involves importing products, marketing, and ensuring a high-quality consumer experience. Ramiro's dedication is evident in his company's promise to sell products within 30 days of contract signing, showcasing efficiency and commitment to market equality. His journey reflects a blend of problem-solving, determination, and a passion for leveling the field in global market access. Ramiros's ongoing work challenges the norm, positioning Mexican and Latin American consumers prominently in the worldwide consumer goods arena. About GoAvance: GoAvance is a digital-first company specializing in aiding brands to penetrate the Latin American market successfully. The company's core focus lies in strategizing marketplace entry, localizing brands, and creating smooth workflows, offering comprehensive solutions for businesses looking to expand into new territories. GoAvance's team comprises seasoned professionals in branding, logistics, and digital marketing, all boasting significant expertise in the Latin American landscape. They stay abreast of evolving trends and best practices, applying this knowledge to foster client success. Understanding the challenges of entering new markets, GoAvance has developed an efficient process that handles everything from logistical complexities to executing potent PPC campaigns. The company's commitment to alleviating the burdens of market expansion for its clients is a testament to its passion for consumer engagement and dedication to contributing to its clients' triumphs in Latin America. Tweetable Moments: 10:50 - "After you're an agency for that long, you're just trying to make win-wins, man. Like, you don't want people mad at you." Links Mentioned in this Episode: Want to learn more? Check out GoAvance website at https://goavance.com/ Check out GoAvance on LinkedIn at https://www.linkedin.com/company/goavance/ Check out GoAvance on Instagram at https://instagram.com/go.avance Check out GoAvance on Facebook at https://facebook.com/goavance Check out GoAvance on Twitter at https://twitter.com/gogoavance Check out Ramiro Velasco on LinkedIn at https://www.linkedin.com/in/ramiro-velasco-mesina-a96bb8143/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time! More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO of AMP Solutions LLC, Lisa Thee. Lisa's passion for applying artificial intelligence responsibly has been evident since 2015. She has been instrumental in using AI in areas like personalized medicine and combating human trafficking. Minor Guard's company integrates a solution to help parents control illegal content on their children's devices, showcasing her commitment to using AI for societal good. As the managing director of AI at Launch Consulting, Lisa focuses on the ethical landscape of AI. She believes that while we have made progress in AI, we are still in the early stages and have yet to see its full potential. Lisa is optimistic about the future, stating that AI is growing exponentially and will continue to evolve with more real-time use cases and democratized access to AI models. During the pandemic, Lisa wrote her book, "Go Reboot Your Career in 90 Days," to provide a roadmap for people who need to reinvent themselves. She wanted to be a beacon of hope for women in technology who are working parents, offering them guidance and inspiration. Lisa emphasized the importance of getting clear on what motivates and energizes oneself, as well as understanding strengths and preferences. This self-awareness can guide decisions about career direction, including whether to start a business or pursue opportunities within existing companies. Lisa encourages individuals to advocate for themselves and articulate their unique value proposition, contributing to the growth and success of their organizations. Key Points from the Episode: Lisa's work in AI and its impact on society Lisa's book "Go Reboot Your Career in 90 Days" Lisa's journey from a corporate career to launching her own company Lisa's role as the managing director of AI at Launch Consulting The ethical landscape of AI The current state of AI and its potential Making a career change and navigating the process Transitioning careers and finding meaning and fulfillment Self-awareness and understanding strengths and preferences Advocating for oneself and articulating unique value proposition About Lisa Thee: Lisa Thee is a globally recognized thought leader in AI, privacy, cybersecurity, health, and safety. With a track record in resolving intricate business technology challenges, she serves as CEO and Co-Founder of Minor Guard, an AI-focused company enhancing online and real-life safety. Her influence extends to consulting for prominent healthcare and technology firms like Microsoft and UCSF's Center for Digital Healthcare Innovation, expediting AI's FDA approval for clinical settings. As a keynote speaker and TEDx presenter ("Bringing Light To Dark Places Online: Disrupting Human Trafficking Using AI"), she educates on AI's societal benefits. Lisa hosts the acclaimed Navigating Forward podcast and is a published author in Fast Company Press. She holds advisory roles in various tech enterprises, advocating for AI ethics, Diversity, & Inclusion and serving on boards like Humaxa and 3 Strands Global Foundation, focused on human trafficking prevention. Lisa's impactful career spans 19 years, notably leading initiatives with Intel to combat child exploitation, reducing response times from 30 days to 24 hours. Armed with a Bachelor's in Industrial and Operations Management Engineering and PMP certification, Lisa Thee remains an influential force shaping AI ethics and technological innovation. About  AMP Solutions LLC: AMP Solutions is a pioneering venture led by Lisa Thee, focusing on leveraging cutting-edge technology to safeguard vulnerable communities and drive impactful initiatives while ensuring revenue growth. With strategic collaborations involving industry giants such as Intel, Google, Microsoft, Thorn, and the National Center for Missing and Exploited Children, AMP Solutions showcases a history of successful partnerships. Lisa adeptly connects mission-driven organizations with vital resources, advisors, and partners, enabling rapid and profitable scalability. Tweetable Moments: 16:14 - "Whatever makes you feel like you're spending 80% of your day doing something that energizes you and not 50% of your day just fitting in, that is when you really unlock your leadership and your power." Links Mentioned in this Episode: Want to learn more? Check out AMP Solutions LLC website at https://lisathee.com/ Check out AMP Solutions LLC on LinkedIn at https://www.linkedin.com/company/amp-solutions-llc/ Check out Lisa Thee on LinkedIn at https://www.linkedin.com/in/lisathee/ Check out Lisa Thee on Facebook at https://www.facebook.com/lisa.thee.polvi Check out Lisa Thee on Twitter at https://twitter.com/lisa_thee Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time! More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Professional EOS Implementer®, Business Owner & Business Coach of EOS Worldwide, Scott Goodrich. Scott Goodrich is no stranger to the world of business. His journey has seen him wear many hats - from being a W-2 employee leading teams across various industries, coaching leaders to enhance performance, and even owning a business himself. His diverse experience has equipped him with a unique perspective on the challenges and triumphs of entrepreneurship. Scott's current role as an EOS implementer involves helping entrepreneurs execute their business ideas and align their teams towards a shared vision. He quickly clarified that EOS is not software but a framework focusing on vision, execution, and team health. Most of Scott's clients are businesses that have hit a growth ceiling and are seeking ways to expand. He emphasized the importance of being in the right frame of mind and being open to change to reap the benefits of implementing EOS. Scott shared a personal example of how EOS transformed his own business. Initially, his company struggled due to a lack of support from a franchise. However, implementing EOS helped them overcome these challenges and navigate through the difficulties brought on by the COVID-19 pandemic. He also highlighted the importance of aligning employees with core values. According to Scott, many business problems are people-related, and having the right people in the right seats is crucial for success. Key Points from the Episode: Scott Goodrich's background and experience as an EOS implementer The impact of implementing EOS on businesses EOS as a framework focused on vision, execution, and team health The importance of being open to change and having the right mindset for implementing EOS Scott's personal example of how EOS transformed his own business Challenges faced by Scott's business during the pandemic and the need to adapt The importance of core values and aligning employees with those values Scott's podcast "Grow Your Damn Business" and its focus on entrepreneurs and business owners About Scott Goodrich: Scott Goodrich is a seasoned entrepreneur and EOS Implementer®, renowned for his expertise in guiding businesses towards success. With a diverse background spanning various roles across different organizations, Goodrich's passion for fostering growth and aiding individuals in achieving their objectives has been a consistent driving force. His entrepreneurial journey began in his youth, establishing a lawn-mowing service and initiating door-to-door sales programs, showcasing an early knack for business ventures. Transitioning into sales and operational leadership post-graduation, he gained substantial insights into organizational dynamics. Acquiring a small business six years ago further fortified his understanding, despite encountering formidable challenges. This experience intensified his commitment to imparting wisdom and supporting others in their pursuit of success. His approach centers on equipping businesses with simple yet effective tools to preempt issues, optimize team structures, and align the workforce towards common objectives. Goodrich's expertise, backed by real-world experiences, proves instrumental in facilitating business improvement and enhancing personal fulfillment. About EOS Worldwide: EOS Worldwide is not a computer operating system but a revolutionary Entrepreneurial Operating System benefiting tens of thousands of business leaders managing companies with 10 to 250 employees. It functions as a people operating system, utilizing straightforward tools and principles to optimize human energy and drive business growth while fostering work-life balance. This system liberates entrepreneurs from feeling overwhelmed by streamlining daily challenges into manageable tasks, preempting issues before they escalate, ensuring optimal team placement, and revolutionizing meeting productivity. By aligning everyone towards unified objectives, EOS cultivates smoother business operations, increases profitability, and facilitates sustained growth, enhancing overall life satisfaction. Apply to be a Guest on The Thoughtful Entrepreneur:  https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out EOS Worldwide website at https://www.eosworldwide.com/ Check out EOS Worldwide on LinkedIn at https://www.linkedin.com/company/eos-worldwide-llc/ Check out EOS Worldwide on Twitter at https://twitter.com/EOSWorldwide Check out EOS Worldwide on Instagram at https://www.instagram.com/entrepreneurialoperatingsystem/ Check out EOS Worldwide on Facebook at http://www.facebook.com/eosworldwide/ Check out Scott Goodrich on LinkedIn at https://www.linkedin.com/in/jessicazoraida/ Check out Scott Goodrich on Facebook at https://www.facebook.com/profile.php?id=100089920855059 Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time! More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Entrepreneur, Speaker, Angel Investor & Chief Executive Officer of Big Picture Results, Jessica Zoraida. Jessica explained that Big Picture Results is a services-based business that aims to meet the unmet needs of small business owners. They provide a holistic approach to strategic goal setting, financial infrastructure, and business protection. Their services include CFO and COO support, HR compliance, and operational consulting. Jessica emphasized that while many businesses have accountants and bookkeepers, these professionals often work independently and may need to speak a different language. Big Picture Results aims to bridge that gap by providing comprehensive advisory services that help businesses interpret financial data and make informed decisions. Jessica stressed that it's never too early for startups to work with advisory services. This proactive approach sets them up for financial success and helps them understand the drivers of their business. During the initial sales call, she emphasized the importance of finding a match between the company and the client. The goal is to work with people who are aligned with the nature of their work and are open to making improvements and striving for excellence. Jessica clarified that their role is not to take away jobs but to improve the client's function and productivity. Their motto is to enable business owners to do more in less time, allowing them to focus on the business. Key Points from the Episode: Introduction of Jessica Zoraida and her role as CEO of Big Picture Results Explanation of the services offered by Big Picture Results (accounting, tax, and advisory services) Importance of advisory services for businesses and when to consider them Benefits of fractional or outsourced advisory services "Land and expand" approach of Big Picture Results in providing services Matching clients with the company's values and goals during the initial sales call Understanding client goals and identifying areas for improvement Conducting conversations in a language and pace comfortable for the client Division of tasks based on priority and timeline About Jessica Zoraida: Jessica Zoraida, CEO of Big Picture Results, is a seasoned Latina entrepreneur with 25+ years of navigating corporate, nonprofit, and small business sectors. Leading a skilled team, Jessica specializes in empowering marginalized populations, especially women, by simplifying financial, HR, leadership, and marketing issues. Her expertise extends to employment, mentorship, and community service, fostering clarity and success. Despite a challenging start in the Bronx, Jessica, a first-generation college graduate, carved a remarkable career in corporate banking. Over 15 years as an entrepreneur, she became a subject matter expert and investor in majority-owned companies. Beyond her professional achievements, Jessica, an energetic and spirited individual, enjoys sharing strategies for success and a fulfilling life. As an avid traveler, adventurer, and advocate for work-life balance, she emphasizes holistic well-being, including healthy cooking, Tabata workouts, and quality sleep. About Big Picture Results: Big Picture Results Inc. is an Accounting and Tax Company focused on enhancing their clients' business profitability. Their commitment to streamlined processes, systems, and strategic approaches enables them to create substantial value for their clients. With a team boasting decades of expertise, they offer professional, proactive, and cost-effective services comparable to a full-time hire. Unlike traditional accounting firms, BPR doesn't just focus on year-end tax preparation; they tailor their services to meet specific industry and management needs, providing real-time insights to business owners. This empowers entrepreneurs to grasp their financials better and drive higher profits. Beyond accounting, BPR assists in restructuring and optimizing operations, from strategy development to standard operating procedures. Taking charge of these essential aspects enables business owners to focus on growing their organizations without getting bogged down by administrative tasks. Tweetable Moments: 12:09 - "Your wiggles and nervousness, that's going to catch up with you. Just marry that with a big dose of courage." 16:55 - "You can bootstrap your business but we all know capital is the lifeblood of any organization and the more well capitalized you are you're going to have a runway to really allow yourself to take off." Apply to be a Guest on The Thoughtful Entrepreneur:  https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out Big Picture Results website at https://www.bigpicresults.com/ Check out Big Picture Results on Facebook at https://www.facebook.com/BigPictureResults/ Check out Big Picture Results on LinkedIn at https://www.linkedin.com/company/big-picture-results/ Check out Jessica Zoraida on LinkedIn at https://www.linkedin.com/in/jessicazoraida/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time! More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder & CEO  of Strategic Thinking Institute, Rich Horwath. Rich Horwath's Strategic Thinking Institute is a beacon for senior leaders who aspire to think, plan, and act strategically daily. The institute's primary focus is to help these leaders establish a cohesive strategic direction. Rich emphasizes the importance of a strategy scaffold, which comprises three elements: purpose (mission, vision, values), business model, and plan (goals, objectives, strategies). Rich provided valuable insights on how leaders can determine whether they are on track with their strategy. He stressed the importance of understanding one's position in the market and tailoring strategies accordingly. He drew a clear distinction between market leaders, who aim to defend their position and attract new customers, and challengers, who focus on converting new users and capitalizing on the weaknesses of more prominent competitors. Rich also discussed his approach to strategic coaching and his newest book, "Strategic: The Skill to Set Direction, Create Advantage, and Achieve Executive Excellence." He emphasized the importance of customizing strategic tools for each team or business based on their specific needs and goals. Key Points from the Episode: Introduction of Rich Horwath and the Strategic Thinking Institute Importance of cohesive strategic direction Elements of a strategy scaffold: purpose, business model, and plan Identifying if leaders are off track or on track with their strategy Different strategies for market leaders and challengers Organizational resistance and the need for employee buy-in Concept of organizational flow and breaking down silos Key message for leaders: setting strategic direction Customizing strategic tools for specific needs and goals Importance of ongoing strategic development and individual coaching Rich's books: "Strategy Man" and "Strategic" About Rich Horwath: Rich Horwath, CEO of the Strategic Thinking Institute, is a renowned strategy facilitator, advisor, and coach. As a New York Times and Wall Street Journal bestselling author, his latest book, "STRATEGIC," delves into setting direction, creating advantage, and achieving executive excellence. Over two decades, he's aided over a quarter million leaders in honing their strategic thinking. A former Chief Strategy Officer and strategy professor, Rich has graced ABC, NBC, CBS, and FOX TV. Having crafted 700+ proprietary resources on strategic thinking, he's consulted for significant entities like ESPN, Google, and FedEx. His expertise has earned him acclaim, with Chief Executive Magazine dubbing him the "world's foremost expert on strategic thinking." Featured in Fast Company, Forbes, and the Harvard Business Review, Rich Horwath's vision is to teach the art of being strategic globally. About Strategic Thinking Institute: The Strategic Thinking Institute, led by President and CEO Rich Horwath, is committed to enhancing strategic thinking skills across managerial levels. Their focus is on fostering profit growth, productivity increases, and the establishment of competitive advantages. With a global reach, STI collaborates with top-tier companies in the U.S., Europe, and the Asia-Pacific region to cultivate strategic thinking, formulate plans, and set direction. STI offers a comprehensive range of services, including strategy consulting, training, keynote speeches, and counsel. The institute has empowered over 50,000 managers worldwide to bolster their strategic thinking capabilities. Through their strategic initiatives, STI plays a pivotal role in shaping organizational success on an international scale. Tweetable Moments: 08:55 - "The number one role of a leader is setting strategic direction. If you want to set good direction as a leader, all you have to remember are three A's: acumen, allocation, and action." Apply to be a Guest on The Thoughtful Entrepreneur:  https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out  Strategic Thinking Institute website at https://www.strategyskills.com/ Check out  Strategic Thinking Institute on LinkedIn at https://www.linkedin.com/company/strategic-thinking-institute/ Check out Rich Horwath on LinkedIn at https://www.linkedin.com/in/richhorwath/ Check out Rich Horwath on Instagram at https://www.instagram.com/richhorwathceo/ Check out Rich Horwath on Twitter at https://twitter.com/RichHorwath Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time! More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Founder, Strategist & Creative Director  of Sealevel Agency, Allison Conway. Allison emphasized the importance of creating bold and human brands, even in the financial services and supply chain industries.  Allison explained that many businesses in these industries hesitate to step outside the "buttoned-up" image they believe they should portray.  However, she argues that by telling stories and humanizing their brand, they can connect with their customers on a deeper level. Allison points out that all business is human-to-human, and consumers now expect brands to reflect this in their branding. B2B marketing, in particular, is highly emotional, as clients often share their business challenges and anxieties.  When asked about resources or recommendations for those interested in making changes and diving into their communities, Alison suggested following her on LinkedIn, where she regularly posts valuable content.  Additionally, she offers a guide called "The Guinness Treatment" on her website, which provides insights on giving your business the same level of brand management as Guinness, a company known for its strong community involvement. Key Points from the Episode: Importance of creating bold and human brands in traditionally "boring" industries Telling stories and humanizing brands to connect with customers on a deeper level Example of Guinness Storehouse's storytelling and community connection Focus on providing emotional safety in financial services industry Understanding the emotional needs of customers and tailoring branding accordingly All business is human-to-human, even in B2B marketing Importance of understanding and being a part of the community you serve Immersing yourself in the community to better understand their needs About Allison Conway: A seasoned adventurer and accomplished author, Allison Conway boasts a rich tapestry of global experiences, having explored over 40 countries. Her travel highlights range from savoring Jordan's culinary delights to immersing herself in Egypt's historical treasures, Austria's picturesque landscapes, and Vietnam's vibrant urban jungle.  A self-published author, Conway achieved a remarkable feat with her book, soaring to #1 bestseller status on Amazon in the competitive Business & Money and Self-Help categories. Beyond her literary accomplishments, Conway walked the transformative Camino de Santiago, a 500-mile pilgrimage in Spain, and briefly contributed to a float plane operation in Alaska.  Her diverse experiences transcend conventional market research, offering invaluable insights into brand management and marketing strategy. Conway emphasizes the art of storytelling and authentic connections, navigating the delicate balance between ego and authenticity.  Unafraid to challenge norms since her early school days, Conway's unconventional approach underscores her effectiveness in marketing and brand management. About Sealevel Agency: Sealevel Agency® specializes in brand management, design, and marketing strategy, anchored in the belief that, at its core, business is a human endeavor. The agency's approach centers on storytelling, considering every business as a narrative shaped by human interactions.  Sealevel Agency builds brands that exude trustworthiness, kindness, transparency, and value through consistent and authentic storytelling. Their philosophy views brand management as the art of cultivating trust and captivation. Beyond narrative, Sealevel Agency offers a suite of services, including design, marketing, and copywriting, to develop a comprehensive and compelling brand personality.  For businesses seeking immediate assistance, the agency provides Sealevel Strategy Mapping Sessions, a 90-minute deep dive to align strategies with goals and furnish clients with a personalized 90-day Action Plan—a strategic playbook to guide and elevate their brand. Tweetable Moments: 03:22 - "Yes, you do have compliance and all of those things, but you can also tell stories and humanize your brand, humanize your industry." 10:32', "It's a lot harder to sell to a group of people that you are not personally a part of." Apply to be a Guest on The Thoughtful Entrepreneur:  https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out Sealevel Agency® website at https://sealevelagency.com/ Check out Sealevel Agency® on LinkedIn at https://www.linkedin.com/company/sealevelagency/ Check out Allison Conway on LinkedIn at https://www.linkedin.com/in/allisoneconway/ Don’t forget to subscribe to The Thoughtful Entrepreneur and thank you for listening. Tune in next time! More from UpMyInfluence: We are actively booking guests for our The Thoughtful Entrepreneur. Schedule HERE. Are you a 6-figure consultant? I’ve got high-level intros for you. Learn more here. What is your #1 Lead Generation BLOCKER? Take my free quiz here. Want to learn more about all the podcasts managed by UpMyInfluence? Opt in here.