The Thoughtful Entrepreneur

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Managing Director of Blue Sky Exit Planning, Joseph Gitto. Joe focuses on the lower middle market, which includes companies with revenue ranging from 5 to 25 million dollars. This market is often overlooked when it comes to exit planning, and Joe's mission is to bring the level of expertise and resources available to larger companies to these smaller businesses. Exiting a business is not just a financial decision; it's an emotional one too. Joe shared his experience selling his healthcare business and how the buyers initially wanted him and his wife to stay involved, but eventually, they all realized it was best to have a clean break. He acknowledges that letting go of a business can be emotional, as owners worry about how their employees will be treated and what changes will be made When valuing a company for a reasonable exit price, Joe mentions that there is no one-size-fits-all approach. While some may use a multiple of four as a rule of thumb, every business differs. Factors such as the industry, technology, and team can significantly influence the valuation. Joe also shared insights into the process of preparing for due diligence. The potential buyers can be strategic, financial, or internal, and the preparation starts by putting together the necessary materials and working with corporate counsel. Depending on the industry, Joe either takes the company to market himself or partners with investment banking strategic partners.   Key Points from the Episode: Focus on the underserved lower middle market in exit planning Goal to bring expertise and resources to smaller businesses Typical clients are blue-collar business owners in the lower middle market Importance of maximizing business value and considering personal financial and estate planning Valuing a company for a good exit price is not one-size-fits-all Examples of transitioning ownership and the importance of clear plans and structures Psychological and emotional aspects of exiting a business What business owners typically do after exiting their businesses Potential buyers and the process of preparing for due diligence Factors influencing multiples and typical range   About Joseph Gitto: Joseph Gitto is a distinguished senior Finance, Sales, and Operational Executive, Entrepreneur, Coach, and Thought Leader, with over 25 years of remarkable achievements across various industries. As a five-time entrepreneur, he possesses invaluable expertise in assisting clients with capital acquisition, strategic planning, financial controls, and reporting. 2017 Joseph founded Blue Sky Exit Planning, providing comprehensive exit planning solutions to business owners, their families, and their professional teams. He also serves as a Board Member of the East Coast Estate Planning Council, showcasing his commitment to the field. Notably, in 2023, Joseph's expertise was recognized, and he was appointed as a Board Member and Chairman of the Audit Committee for iCoreConnect Inc. (ICCT), a leading cloud-based software and technology company. His diverse background and leadership roles make Joseph Gitto a prominent figure in business, offering valuable insights and guidance to companies and entrepreneurs alike.   About Blue Sky Exit Planning: Blue Sky Exit Planning offers a comprehensive "4 Phase Process" designed to address business owners' common challenges when preparing an Exit Plan. Many owners must avoid this crucial step due to uncertainties about the process and concerns over costs and time commitments. The Blue Sky Exit Planning process provides a clear path to maximize the value of a business during a partial or complete exit. This plan encompasses essential business, personal, financial, legal, and tax considerations in selling part or all of a privately owned company. By completing this process, business owners are better equipped to handle unplanned events, increase the overall value of their businesses, and secure financial stability for themselves and their families. With expert guidance and a structured approach, Blue Sky Exit Planning empowers business owners to navigate the complexities of exit planning and make informed decisions for their future.   Tweetable Moments: 05:51 - "It's never for the money they got, it's because they're bored or they lost their identity." 12:11 - "It is really an emotional tug, a lot of times the business part is the easier part."   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 Blue Sky Exit Planning website at https://blueskyexitplanning.com/ Check out Blue Sky Exit Planning on LinkedIn at https://www.linkedin.com/company/blue-sky-exit-planning-cfo-services/ Check out Blue Sky Exit Planning on Facebook at https://www.facebook.com/exitplanningservices Check out Joseph Gitto on LinkedIn at https://www.linkedin.com/in/josephgitto/ 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 of SEO National, Damon Burton. A client's question about Google sparked Damon's foray into SEO. He offered to help them with SEO, but with a unique twist - he would only get paid once they achieved a specific benchmark. This unconventional approach was a game-changer, leading Damon to offer the same arrangement to other clients. Fast forward 17 years, Damon now runs a successful agency with a team of 60 specializing in SEO. While Damon's initial success was built on offering services for free, he has since shifted his focus. He now concentrates on giving away valuable content for free through social media and his book on SEO. According to Damon, giving value for free has been the most profitable thing he has done. It has helped him build trust and relationships with his audience, which is a testament to the power of free value. When asked about the role of AI in SEO and content creation, Damon offered a unique perspective. He views AI as an amplifier and magnifier of what was already there. If someone had a strong work ethic and integrity before AI, they would be even better with AI. However, AI would only magnify those shortcomings if someone relied on cutting corners. Damon humorously pointed out the difference between what Google says they're looking for and what they want. He believes that Google is likely working on improving AI detection to counter the abuse of content creation. However, he also cautions that Google's statements about AI usage should be taken with a grain of salt.   Key Points from the Episode: The challenges and benefits of offering services for free The role of AI in SEO and content creation Damon's perspective on AI as an amplifier and magnifier of existing qualities Damon's entrepreneurial journey and current day-to-day activities The importance of self-reflection and personal growth for Damon Damon's focus on team management and process improvement Damon's thoughts on what Google is looking for in the next year The potential improvements in AI detection by Google to counter content creation abuse   About Damon Burton: Damon Burton is a renowned search engine marketing expert whose expertise makes businesses thrive online. Over a decade ago, he achieved a remarkable feat by outranking a billion-dollar company on Google, which inspired him to establish his own international search engine marketing company. His company, SEO National, has worked with prominent clients, including NBA teams and businesses featured on Inc5000 and Shark Tank. In today's digital landscape, with increasing number of people seeking online content, Damon's knowledge is more relevant than ever. He understands that more than simply having a website is required. As a result, he has helped numerous high-profile clients drastically increase their revenue, some even earning more in a month than they previously did in a year. Damon Burton's expertise has earned him recognition as a Forbes contributor, and his accomplishments have been featured in various publications, such as Entrepreneur Magazine, BuzzFeed, and USA Weekly.   About SEO National: SEO National is a personalized and results-driven search engine optimization (SEO) company that goes beyond merely focusing on rankings. Their primary objective is to boost revenue for their clients, considering top rankings a valuable bonus. With an impressive portfolio, they have collaborated with recognized companies featured in the Inc. 500/5000 list in New York, high-profile attorneys in Florida and New Jersey, retail outlets in California, and various other businesses nationwide. At SEO National, every SEO campaign is dynamic and tailored to each client's specific goals and desired outcomes. Their approach involves creating customized strategies to increase return on investment (ROI) while keeping costs low. Their ultimate aim is to secure top placements on major search engines and provide clients with measurable progress reports to track the success of their SEO efforts.   Tweetable Moments: 07:35 - "If you had a little work ethic before AI, then you're going to have a little work ethic after AI." 16:34 - "So if you're willing to put in the time, have the patience, and it'll pay 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 SEO National website at https://www.seonational.com/ Check out SEO National on LinkedIn at https://www.linkedin.com/company/seo-national/ Check out SEO National on Facebook at https://www.facebook.com/seonational/ Check out SEO National on Twitter at https://twitter.com/SEOnational Check out Damon Burton on LinkedIn at https://www.linkedin.com/in/damonburton/ Check out Damon Burton on Twitter at https://twitter.com/EntrepreneurDB Check out Damon Burton on Instagram at https://www.instagram.com/entrepreneurdamon/ Check out Damon Burton on Facebook at https://www.facebook.com/damon.burton 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 Founder of Billable at the Beach®, Amy Rasdal. Amy Rasdal started the conversation by dispelling a common myth: consultants make less money than traditional jobs. On the contrary, she explained that consultants can earn more and significantly impact client companies. She likened consulting to being a superhero with a superpower, offering specific skills and expertise for a limited period and being paid handsomely for it. Amy stressed the importance of identifying your superpower and building relationships. She emphasized that relationships are the lifeblood of any business and suggested leveraging existing connections to generate leads and referrals. Amy pointed out that the most challenging part of consulting is selling and generating revenue. She encouraged entrepreneurs to avoid getting caught up in the minutiae and instead focus on starting with a minimum viable product (MVP) and solving a niche-specific problem based on one's background. She emphasized the value of having meaningful individual conversations with decision-makers and networking to explain one's value proposition. Amy also highlighted the significance of maintaining relationships and not burning bridges, as these connections can be valuable in the future. Amy shared her three action steps to generate revenue, available as a free email course on her website. She encourages individuals to leverage their existing relationships, including past colleagues and team members, as potential clients. Amy believes reaching out to these connections can lead to exciting opportunities and emphasizes the importance of not feeling like a burden when offering one's talents.   Key Points from the Episode: Helping people start their own six-figure consulting businesses Dispel the myth that consultants make less money Importance of identifying superpower and building relationships Starting consulting quickly with minimal resources Hardest part of consulting is selling and generating revenue Importance of starting with a minimum viable product (MVP) and solving a niche-specific problem Three action steps to generate revenue   About Amy Rasdal: Amy Rasdal is a successful consultant who made a bold career shift 15 years ago, leaving behind her corporate job for a more fulfilling path. Today, she earns more than most executives while enjoying the benefits of freedom, flexibility, and control over her work. Running her own multiple 6-figure consulting business for over a decade, Amy founded Billable at the Beach® with a mission to empower others to follow a similar path. Amy has helped countless individuals launch their thriving consulting businesses through speaking engagements, workshops, and various ten-year programs. Her program liberates 6-figure earners, enabling them to create successful consulting ventures. Amy's passion lies in guiding others toward the life of their dreams, one where they can have the freedom and flexibility they desire without sacrificing the successful careers they've built. With her expertise and experience, Amy Rasdal continues to inspire and empower others to embrace the consulting world and achieve financial and personal success.   About Billable at the Beach®: Billable at the Beach® is a highly effective program designed to help individuals establish their successful 6-figure consulting businesses. With this proven system, participants gain the means to replace their full-time income and achieve financial security while enjoying the freedom to lead a life on their terms. The program equips aspiring consultants with the necessary tools, strategies, and guidance to thrive in the consulting world and create a sustainable venture. Following the Billable at the Beach® approach, individuals can transition from traditional employment to a more fulfilling and flexible career path. Whether seeking to escape the constraints of a corporate job or looking to explore a new professional journey, this program empowers participants to embark on a rewarding and lucrative consulting business. With its focus on financial independence and work-life balance, Billable at the Beach® offers a comprehensive solution for building a thriving consulting enterprise.   Tweetable Moments: 14:42 - "Put yourself in your possible client's shoes. You're sitting there, it's Friday afternoon, you have all these things that need to get done, you're thinking, oh I need some help with this, but who would help me? Imagine if the perfect person's name happened to come across your desk in an outreach saying, hey guess what? I've left my corporate role, I'm doing consulting now. This is somebody that you know at least a little bit, you know them, you know they do great work. Would you feel like that was an imposition? No, you would be so excited to hear from that person, right?"   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 Billable at the Beach® website at https://www.billableatthebeach.com/ Check out Billable at the Beach® on LinkedIn at https://www.linkedin.com/company/billable-at-the-beach/ Check out Billable at the Beach® on Facebook at https://www.facebook.com/BillableAtTheBeach/ Check out Amy Rasdal on LinkedIn at https://www.linkedin.com/in/amyrasdal/ 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 Managing Partner of Vici Partners, Alec Hudnut. Alec stressed that the most crucial aspect of any company is its decision-making process, as this determines its long-term success. Vici Partners helps executives understand the value of front-line and mid-level management by teaching them how to present ideas in a way that facilitates decision-making. Vici Partners acts as a facilitator, sourcing ideas from within the company and helping clients present these ideas to executives. Their goal is to implement ideas that have been circulating within the company but have not been executed due to various reasons. Unlike traditional consulting firms that focus on providing recommendations, Vici Partners believes in the power of buy-in. They simplify consulting into a formula: the quality of the initiative multiplied by buy-in equals the value of the initiative. In other words, the success of any industry depends not only on the quality of the idea but also on the level of buy-in from the organization.   Key Points from the Episode: Explanation of Vici Partners as a management consulting firm Vici Partners' unique philosophy towards consulting Importance of buy-in and collaboration in successful implementation of initiatives Vici Partners' role as a facilitator in sourcing and presenting ideas Comparison of Vici Partners' approach to family therapy Teaching executives how to make decisions based on ideas from front line and mid-level management   About Alec Hudnut: Alec Hudnut is the Managing Partner at Vici Partners, a distinguished management consulting firm specializing in driving business growth and enhancing execution. With a team of experienced professionals, Vici Partners has achieved remarkable results for numerous clients from various industries and regions, with an impressive average earnings increase of 50% within 24 months. Alec possesses over 25 years of expertise in executive-level management and strategic consulting. He began his career as an investment banker at Goldman Sachs, later transitioning to McKinsey & Co., where he advised public companies on effective board governance practices. Subsequently, Alec held CEO roles in diverse businesses, including University Access, Evolution Robotics, and EvoRetail. Additionally, he served as the General Manager of Revenue at Green Dot Bank, overseeing a substantial $550 million prepaid card business. A graduate of Harvard Business School, Alec Hudnut's extensive experience and leadership have been instrumental in guiding companies toward substantial growth and success.   About Vici Partners: Vici Partners is a team of seasoned professionals dedicated to helping clients achieve significant improvements in execution and earnings growth. Through their proven process, they focus on reducing costs and increasing revenues, often resulting in substantial operating margin increases ranging from 300 to 1000+ basis points. The firm's expertise spans a wide array of industries, geographies, and market capitalization, enabling them to assist struggling clients in transforming their companies while aiding high-performing clients in directing resources toward profitable growth and enhanced market leadership. What sets Vici Partners apart from other consulting firms is their absence of junior consultants and their direct alignment of goals and rewards with those of their clients. They prioritize a hands-on approach, encouraging clients to learn and adapt their strategies as integral parts of their ongoing operations. Vici Partners seeks to impart their knowledge fully to clients rather than push for additional engagements. The professionals at Vici Partners boast diverse backgrounds encompassing financial services, technology, healthcare, education, government, and management consulting. Their common goal is to witness their clients achieve rapid and significant improvements in performance and morale, fostering a culture of responsible execution and continuous improvement for the long term.   Tweetable Moments: 09:37 - "The net result of our projects is the front line feels it has more voice and that the company is more profitable because of that."   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 Vici Partners website at https://www.vicipartners.com/ Check out Vici Partners on LinkedIn at https://www.linkedin.com/company/vici-capital-partner-llc/ Check out Vici Partners on Twitter at https://twitter.com/PartnersVici/media Check out Alec Hudnut on LinkedIn at https://www.linkedin.com/in/alec-hudnut-8562071/ 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  CEO and Founder of The Polite Company, Kristi Spencer. Kristi Spencer passionately spoke about the importance of using etiquette for good and not for negative purposes. She acknowledged that some people may have had bad experiences with etiquette, being chastised or embarrassed by others. As a leader, I asked Christy how to address rude behavior in a respectful and non-confrontational way. Christy suggested using a five-step process to approach such situations, emphasizing the importance of considering who the feedback is coming from and building trust with a designated "buddy" who can provide honest feedback. Kristi's company is a beacon in the world of etiquette training, focusing on teaching essential business etiquette skills. The Polite Company covers a wide range of 'adulting' aspects, from job interviews and dining etiquette to social media and professionalism. The ultimate goal? To help individuals and organizations thrive in their respective fields. She highlighted vital areas, such as knowing when to hit "reply all" or "reply" in email communication and setting ground rules for shared spaces, like office refrigerators or shared desk spaces. Interestingly, Kristi pointed out that the COVID-19 pandemic has renewed the focus on etiquette, especially in virtual meetings. Kristi emphasized the importance of adapting to different communication preferences and frequencies among different generations. She also acknowledged that virtual environments can lead to miscommunication and advised maintaining professionalism even when working from home.   Key Points from the Episode: Overview of the services provided by The Polite Company (business etiquette training) Common etiquette issues addressed in training (email communication, shared spaces, virtual meetings) Discussion on generational differences in communication etiquette Significance of appearances in virtual meetings Using etiquette for positive purposes and addressing rude behavior Confusion around certain etiquette practices (tipping in the workplace) Offerings of The Polite Company (individual coaching, business coaching, educational coaching)   About Kristi Spencer: Kristi Spencer is a renowned etiquette instructor, and journalist known for her expertise in helping individuals and businesses present their best selves to the world. With a remarkable career spanning over two decades in TV newsrooms, she founded The Polite Company, offering personalized, in-person, and online etiquette training services. A certified etiquette trainer and Emily Post Institute graduate, Kristi emphasizes that etiquette is not about rote rules but rather about fostering strong relationships built on consideration, respect, and honesty. She is a vocal advocate for workplace civility and professionalism, frequently sought after by media outlets for her expert opinions on etiquette matters. Through her dedication to teaching the art of etiquette, Kristi Spencer has positively impacted countless individuals and organizations, making her a prominent figure in the field and an invaluable resource for those seeking to enhance their social and professional interactions.   About The Polite Company: The Polite Company is a dedicated platform that emphasizes the significance of etiquette in personal and professional spheres. Committed to fostering lasting relationships and creating positive impressions, they offer various resources and courses for individuals seeking to enhance their etiquette skills. Whether you are a beginner or wish to refine your existing knowledge, The Polite Company provides in-person and online courses, workshops, and one-on-one coaching sessions to cater to your needs. With their passion for teaching and understanding the impact of etiquette, The Polite Company is a valuable destination for anyone looking to elevate their social and professional interactions.   Tweetable Moments: 08:52 - "Well, I think that we are all born wanting some sort of acceptance and affirmation, so to just say you absolutely don't care, don't buy it because we're just kind of hardwired to want acceptance and want to be part of a group." 11:26 - "some people have had a bad experience with etiquette and some people, you know, they've been chastised for something that they said, they've been embarrassed about something that they've done, somebody has taken what they know and used it poorly against that person to make them feel less than."   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 The Polite Company website at https://www.thepolitecompany.com/ Check out The Polite Company on Facebook at https://www.facebook.com/thepolitecompanykristi/ Check out The Polite Company on Instagram at https://www.instagram.com/thepolitecompanykristi/ Check out Kristi Spencer on LinkedIn at https://www.linkedin.com/in/kristi-spencer/ 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 and Founder of Lone Fir Creative, Tyler Pigott. Tyler started the conversation by emphasizing the importance of meeting clients where they are. He pointed out that brands that try to do everything are not winning anymore. Instead, the key to success lies in being specific about the problem you solve for clients. He stressed the need to define and hone in on your brand's message and then roll that message across all digital and physical properties. This approach ensures that potential clients receive relevant content, as sending them to something irrelevant will yield little success. Tyler also touched on the changing dynamics of trust in the business world. He noted that while trust in larger brands has diminished, trust in individual humans still exists. Therefore, building trust around personalities and amplifying their stories is crucial. He concluded this part of our discussion by stating that adjusting expectations and recognizing that building relationships take time is essential. Blasting everyone with sales messages is ineffective in today's noisy and competitive market. Instead, it's necessary to earn the right to engage with potential clients through value-added touchpoints.   Key Points from the Episode: Importance of meeting clients where they are and having a specific focus in HubSpot Being specific about the problem you solve for clients Defining and honing in on your brand's message Sending relevant content to potential clients Building trust around personalities and amplifying their stories Adjusting expectations and recognizing that building relationships takes time Lone Fir Creative's niche in the edtech space Helping companies fully utilize the HubSpot platform   About Tyler Pigott: Tyler Pigott is a seasoned professional with a diverse marketing, communications, and sales background spanning over two decades. As the founder and CEO of Lone Fir Creative, a digital marketing agency, he has honed his expertise in driving business growth through innovative strategies. Alongside his entrepreneurial endeavors, Tyler has become a sought-after business coach and a compelling speaker. With a genuine passion for supporting fellow business leaders, Tyler offers invaluable insights to propel their ideas forward. Notably, his ability to blend analytical thinking with creative problem-solving has rapidly implemented new and effective strategies. He has successfully built a thriving all-remote business as a testament to his skill and adaptability. Tyler Pigott's impressive track record and dedication to empowering others make him highly regarded in marketing and business communities.   About Lone Fir Creative: Lone Fir Creative is a dynamic team of business-minded creatives who profoundly understand marketing's true purpose: achieving ambitious revenue targets and fostering brand growth. As a digital marketing agency, Lone Fir Creative leverages its expertise to craft innovative strategies that drive tangible results for businesses. With a keen eye on the bottom line, the agency approaches marketing as a strategic tool, aiming to generate meaningful returns on investment for its clients. By combining creativity and analytical thinking, Lone Fir Creative ensures that each marketing initiative is captivating and compelling, resonating with target audiences while delivering measurable success. With a focus on helping businesses thrive and achieve their goals, Lone Fir Creative has earned a reputation as a reliable and results-oriented partner in the competitive landscape of modern marketing.   Tweetable Moments: 04:22 - "I think it's important to recognize just that it's changed and so you do have to earn that relationship which then takes time." 11:38 - "We've been writing content for years, so there's a lot of content on there."   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 Lone Fir Creative website at https://www.lonefircreative.com/ Check out Lone Fir Creative on LinkedIn at https://www.linkedin.com/company/lone-fir-creative/ Check out Tyler Pigott on LinkedIn at https://www.linkedin.com/in/tylerpigott/ Check out Tyler Pigott on Instagram at https://www.instagram.com/tylerpigott/ Check out Tyler Pigott on Twitter at https://twitter.com/tylerpigott Check out Tyler Pigott on Facebook at https://www.facebook.com/tylerpigott 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 Chief Executive Officer and Founder of Xevant, Brandon Newman. Brandon Newman shared the challenges he faced when trying to afford his medications while providing for his family. He pointed out that around 10-15% of Americans struggle with the high costs of diabetes medications. He emphasized the importance of automation and real-time analysis in identifying opportunities to reduce costs and prevent the industry from breaking. Brandon shed light on the complexities of the healthcare industry, the escalating costs of medications, and the urgent need for affordable healthcare. He explained that Xevant's primary focus is to optimize pharmacy benefits for large healthcare companies. While this may not sound particularly thrilling, it's a critical aspect of healthcare dealing with trends, expenses, and drug access. Xevant's mission is to help consumers reduce costs by providing access to lower-cost drugs, appropriate medications, and hidden benefits like rebates. They collaborate with employers, pharmacy benefit managers, health plans, and consultants to navigate the labyrinth of pharmacy benefits and optimize costs for the end payer. Brandon highlighted that the healthcare industry is shifting towards the pharmacy as the focal point, with high-cost specialty drugs and personalized drug development becoming more prevalent. Xevant is at the forefront of this shift, combining innovation and automation to provide real-time analysis and help patients find the most cost-effective and suitable medications. The importance of access to affordable healthcare cannot be overstated, as it directly impacts people's health and quality of life. Brandon's experience with a health diagnosis fueled his motivation to create Savant and improve access to medication and healthcare.   Key Points from the Episode: Explanation of what Xevant does as a data analytics company Importance of pharmacy benefits in healthcare and the need for optimization Xevant's goal of reducing costs and providing access to lower-cost drugs Collaboration with employers, pharmacy benefit managers, health plans, and consultants Shifting focus of the healthcare industry towards pharmacy and specialty drugs Use of innovation and automation for real-time analysis and cost-effective medications Personal motivation behind creating Xevant and improving access to healthcare Challenges faced by Americans in affording medications, particularly for diabetes   About Brandon Newman: Brandon Newman is a dynamic leader with over 25 years of experience spearheading businesses focused on growth, revenue, and sales performance. He has excelled in diverse environments, from startups to turnarounds, and has successfully managed businesses worth over $1 billion. As a serial entrepreneur, he boasts a proven track record of establishing and propelling new ventures to success through acquisitions, mergers, or roll-ups, as seen with ScripPoint, Veridian, and AviaraMD. Notably, Brandon Newman is the driving force behind Xevant, where he leads the company's vision, devises new market strategies, fosters revenue growth, oversees technology development, and forms strategic partnerships. His expertise and leadership have been pivotal in the company's continuous expansion and innovation. With his wealth of experience and accomplishments, Brandon Newman remains a prominent figure in the business world, inspiring and influencing growth in various industries.   About Xevant: Xevant is a groundbreaking pharmacy benefits platform that employs real-time automation to streamline and expedite the data analysis process for PBMs, TPAs, Health Plans, Brokers, and Consultants. By automating report building and providing automated alerts to monitor plan performance, Xevant significantly simplifies and accelerates critical pharmacy analysis that previously took weeks or even months. This revolutionary approach empowers users to take immediate action, resulting in optimized business processes, reduced operating costs, and improved patient outcomes. The platform's efficiency and innovation have earned Xevant prestigious accolades, including recognition as the Best Place to Work in Healthcare by Modern Healthcare and being ranked as the No. 1 Fastest Growing Private Software Company in the U.S. on the 2022 Inc. 5000 list. With its transformative technology, Xevant continues to profoundly impact the healthcare industry, enhancing decision-making and efficiency for all stakeholders involved.   Tweetable Moments: 09:14 - "If you don't have your health, you have nothing." 15:18 - "When I finally decided to let go and trust and truly empower a team, all of a sudden magic happened."   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 Xevant website at https://www.xevant.com/ Check out Xevant on LinkedIn at https://www.linkedin.com/company/xevant/ Check out Brandon Newman on LinkedIn at https://www.linkedin.com/in/brandonnewman/ Check out Brandon Newman on Instagram at https://www.instagram.com/daniellesabrina7/?hl=en 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 Business Coach & Consultant, John Munn. John's journey began in college, where he started a brewery to make money. However, he soon realized that money alone didn't bring happiness. This realization led him to transition into running businesses for less than ten hours a week, and he began helping others do the same. When asked how he spends his free time, John explained that it varies for each person. For him, it's about spending time with his family and pursuing hobbies like gardening. The key, he emphasized, is to ensure that the time spent is on things that genuinely make a difference and bring happiness. He discussed the contrast between the hustle mentality of working long hours to make money and John's approach to finding what truly makes you happy. John explained that both approaches aim to achieve happiness but in different ways. He encourages people to focus on the tasks with high leverage and drive the most results while eliminating or delegating less important tasks. When asked what leaders may undervalue in their week-to-week schedule, John emphasized the importance of valuing and prioritizing time. He pointed out that many business owners don't factor their time into their costs and fail to consider how they spend their time.   Key Points from the Episode: Importance of spending time on things that bring happiness and make a difference Contrast between hustle mentality and finding true happiness Advice on reducing workload and improving workflow Importance of tracking time and eliminating unnecessary tasks Undervaluing time in week-to-week schedules Working with service-based businesses to become independent of the founder Resources available on John JD Munn's website, including the Time Sense Toolkit Identifying and reducing time sucks, such as social media addiction   About John Munn: John Munn is a renowned time optimization expert who empowers entrepreneurs by helping them work less and achieve more. With a remarkable track record of transforming individuals from overwhelming 70+ hour workweeks to a fulfilling 20-hour schedule, John specializes in guiding 6-figure+ entrepreneurs to attain exceptional results while reducing their workload significantly. His achievements as a multi-award-winning entrepreneur include successfully managing diverse businesses, notably the world's first ancient alcohol brewery and an environmental, social enterprise. Drawing from his entrepreneurial experiences, John offers practical tips and strategies that enable his audience to optimize their time, enhance productivity, and foster sustainable business growth. With John's guidance, entrepreneurs can master the art of efficiency, strike a harmonious work-life balance, and unlock the full potential of their ventures to thrive in today's competitive landscape.   Tweetable Moments: 04:32 - "What would you do with the time if you only had to work 10 to 20 hours a week? What would you do with your free time? It's probably different to what I would do, you know?" 12:59 - "That is what's massively undervalued here."   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 John Munn website at  https://www.johnjdmunn.com/ Check out John Munn on LinkedIn at  https://www.linkedin.com/in/johnjdmunn/ 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.  

On this episode of The Thoughtful Entrepreneur, your host Josh Elledge speaks with Peter Christian Books, Peter Christian. Peter Christian knows why businesses and managers at all levels succeed. He uses that knowledge, working closely to assist them in increasing their success and achieving their goals. In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with Author,  Speaker, Adjunct Professor and Business Consultant to Middle and Executive Management Peter Christian.   Peter Chritian’s first book, "What About the Vermin Problem?", is a treasure trove of experiences from his time as a consultant. The book underscores the importance of the choices we make and how they can steer our journey towards success or failure. Peter emphasized that even the most minor shifts in discipline, attitude, or action can profoundly impact the outcome of any situation. He firmly believes these lessons are not confined to the business world but can be applied to various aspects of life. After being encouraged by a colleague, Peter penned his second book, which delves into the factors influencing our decisions and actions. He discusses how different people in our lives, such as bosses, coworkers, and executives, can both positively and negatively impact us. Peter stressed the importance of acknowledging and thanking those who have been helpful, while also being wary of those who may not have our best interests at heart. He believes that these influences mold how we think and act throughout our lives, and that continuous learning from these experiences is crucial. While Peter's books were primarily written for the business world, he believes they also have real-life applications. He discussed the importance of understanding and appreciating different perspectives to work effectively with others. Peter also highlighted the significance of mentoring and guiding others to help them grow and succeed. He shared his experience as a consultant and mentor, and how he helps individuals and organizations improve their productivity and processes.   Key Points from the Episode: Importance of understanding and appreciating different perspectives for effective collaboration The significance of supporting roles in organizations, such as sales, marketing, and manufacturing The importance of mentoring and guiding others for growth and success Peter's experience as a consultant and mentor, helping individuals and organizations improve productivity and processes   About Peter Christian: Peter Christian is an accomplished business consultant and executive with a wealth of experience. As a founding partner and president of espi, a business consulting firm in Northeastern PA, he has worked with over 300 clients, providing expertise in areas such as business development, profit improvement, operations, information systems selection and implementation, and project management. With a career spanning over 40 years, Peter has excelled in strategic and facility planning, continuous improvement, lean manufacturing, and supply chain management. During his tenure at Crayola Corporation, where he held various positions including executive roles, Peter played a pivotal role in the company's remarkable 700% growth over 17 years. Since then, he has worked with a wide range of companies, from small enterprises to Fortune 100 companies, helping managers achieve personal growth while driving cost reductions, increasing profitability, and saving and creating thousands of jobs. Peter is also a bestselling author on Amazon, having written the acclaimed books "What About the Vermin Problem?" and "Influences and Influencers." His expertise is further shared through contributions to professional magazines and as a speaker at conferences, webinars, and podcasts. Notable speaking engagements include Lehigh University, Rutgers University, and various industry-specific organizations and events. As an active consultant, Peter specializes in project management, leadership development, operational strategic planning, continuous improvement methodologies, facility planning, and supply chain optimization. He continues to offer his expertise and practical problem-solving approach to individuals, manufacturers, and consumer goods businesses seeking to thrive in today's competitive market.   Tweetable Moments: 13:52, "More people need to understand that. If you're not moving product and selling product and coming up with new product and making it and shipping it and all that stuff, the rest of it really doesn't matter at that point."   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 Peter Christian website at  https://petechristianbooks.com/ Check out Peter Christian on LinkedIn at  https://www.linkedin.com/in/peter-christian-2723b69/ 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 Owner of Bambiz Marketing, Jim Blake.  Jim Blake delved into the unique marketing challenges faced by elder law attorneys. Unlike other areas of law where billboards and flashy advertisements may work, elder law and estate planning require a different approach. Jim explained that their marketing strategy focuses on triggering thoughts in potential clients' minds when they are online, unknowingly scrolling through their feed. They use content, such as webinars, to provide valuable information and engage with potential clients. One of the key insights Jim shared was the importance of following up with potential clients after registering for an event. He explained that the success of a live event is measured by the percentage of registered attendees who show up. For webinars, a 50-60% attendance rate is considered successful. Jim emphasized the need for personal engagement, suggesting that someone from the firm should thank registered attendees for signing up and inquire about their specific questions or concerns. This keeps them engaged and increases the likelihood of their attendance. Bambiz Marketing provides free resources on its website, such as podcasts, ebooks, webinars, and training videos, to assist attorneys in their marketing efforts. Jim believes that by providing valuable resources, they can potentially reach a wider network through referrals. He also mentioned that Bambiz Marketing is transparent about its pricing and encourages potential clients to explore its website and utilize the available tools and resources.   Key Points from the Episode: Bambiz Marketing specializes in helping elder law and estate planning law firms with online marketing Jim's background and how he got into working with elder law attorneys Unique marketing challenges faced by elder law attorneys Marketing approach focused on triggering thoughts in potential clients' minds through online content Shift to webinars due to the impact of the pandemic Importance of following up with potential clients after they register for an event Bambiz Marketing provides free resources on their website to assist attorneys in their marketing efforts Transparency about pricing and encouraging potential clients to explore their website and utilize available tools and resources   About Jim Blake: Jim Blake, a seasoned marketer and entrepreneur, is the CEO and founder of Bambiz Marketing, a digital marketing company targeting Elder Law and Estate Planning law firms. Inspired by numerous legal conferences, he recognized a specific need for tailored digital marketing services in this niche. Under Blake's stewardship since 2016, Bambiz offers a comprehensive suite of services, including social media marketing, SEO, website design, and more, becoming a leading provider in this sector.  Blake's dedicated, hands-on approach and decade-long marketing expertise enable him to address unique marketing challenges.   law firms face, assisting them in achieving their goals. He is a former top performer at Bridgestone Tires and a recipient of the esteemed ClickFunnels Two Comma Club award for generating over $1 million in sales. A believer in work-life balance, Blake enjoys helping attorneys achieve the same. He is an avid runner, completing 35 marathons across three continents, and enjoys travel, local coffee shops, and business literature. He cherishes time spent with his family.   About Bambiz Marketing: Bambiz is a distinct digital marketing company specializing exclusively in serving elder law and estate planning attorneys, allowing them a profound understanding of their clients' everyday challenges. The company aims to alleviate the central struggle of these attorneys, which is continuous client acquisition. Bambiz's system empowers clients to concentrate on their core competencies while the company takes charge of optimizing their marketing for steady client inflow. Their strategy includes online advertising, high-converting landing pages, automated email systems, and engaging e-newsletters.  They strive to eliminate inefficient marketing practices, saving their clients' time and resources. Their motto, "Enough is enough," reflects their commitment to implementing a change in their client's marketing strategies, replacing unproductive methods with effective ones. Above all, Bambiz's primary goal is to ensure the success of its clients, encouraging them to embrace new and more efficient marketing approaches. Their unique focus and dedication have set them apart in digital marketing.   Tweetable Moments: 07:43 - "Our marketing for these law firms kind of changes the legacies for people, families all over the country. We can help thousands, tens of thousands of families by working with hundreds of law firms and doing this for them." 13:27 - "I don't want to practice law, I want to do marketing."   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 Bambiz Marketing website at  https://bambiz.net/ Check out Bambiz Marketing on LinkedIn at https://www.linkedin.com/company/bambiz/ Check out Bambiz Marketing on Instagram at https://www.instagram.com/bambizmarketing/ Check out Bambiz Marketing on Facebook at https://www.facebook.com/bambizmarketing Check out Jim Blake on LinkedIn at  https://www.linkedin.com/in/jrblake/ 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.