Transforming Healthcare with AI   In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a thought-provoking conversation with Areo Nazari, the co-founder and CEO of CaryHealth. The episode delves into the evolving landscape of the healthcare and pharmacy industry, with a particular focus on the specialty pharmacy sector. Areo shares valuable insights into CaryHealth's innovative approach to digital pharmacy, the integration of AI technology, and the company's strategic shift from a B2C to a B2B model. This blog post will break down the key themes and actionable advice from the episode, providing a comprehensive guide for listeners and readers interested in the intersection of healthcare and technology. CaryHealth operates within a significant segment of the pharmacy industry, generating approximately $500 to $600 billion in revenue. Notably, around 70% of this revenue comes from specialty pharmacy, which deals with high-cost medications, often exceeding $1,000 per unit and reaching up to $1 million for advanced therapies like gene therapy. CaryHealth specializes in limited distribution drugs, which are typically not available at standard pharmacies like CVS or Walgreens. Instead, these medications are managed by specialty pharmacies, such as CaryHealth, that have the capability to handle these unique and often complex drug therapies. CaryHealth has established partnerships with regional health plans, such as CareFirst Blue Cross Blue Shield, and focuses on serving Medicaid and Medicare patients. Areo emphasizes the importance of quality measures in these programs, which assess how well health plans are performing in terms of patient health outcomes. This focus on quality and patient care is a cornerstone of CaryHealth's mission. One of the standout features of CaryHealth's digital pharmacy platform is its proprietary AI model named Claire. This AI-driven clinical reference tool allows healthcare providers to access a curated database of clinical studies, drug interactions, and FDA labels, ensuring that they receive evidence-based answers to their clinical questions. Areo highlights several key benefits of integrating AI into healthcare practices, including providing a reliable source of information, enhancing efficiency, and supporting clinical decision-making. By leveraging AI, CaryHealth aims to improve patient outcomes by providing healthcare providers with the most up-to-date information and recommendations. This episode provides valuable insights into the challenges and innovations within the specialty pharmacy sector, highlighting the role of technology and strategic partnerships in improving patient care and healthcare delivery. Areo Nazari's journey with CaryHealth serves as an inspiring example of adaptability and forward-thinking in the ever-evolving healthcare landscape.   About Areo Nazari: Areo Nazari is a seasoned professional with experience in the healthcare industry. From 2010 to 2013, Nazari held the role of Pharmacist in Charge at Rite Aid. From 2013 to 2017, Nazari worked as an Executive Team Leader - Pharmacy at Target. Since 2017, Nazari has been the Co-Founder & CEO of CaryHealth. Areo Nazari completed a Doctor of Pharmacy degree from the University of Maryland Baltimore in 2011. Prior to that, they obtained a BS in Biology from the University of Maryland in 2005.   About CaryHealth: CaryHealth is redefining the digital health landscape through its innovative AI-driven ecosystem, designed to optimize outcomes for the healthcare industry's key players, including pharmaceutical manufacturers, health plans, and health systems. With a suite of advanced solutions, such as OneDash, Clair, CaryConnect, and CaryRx, CaryHealth enhances the pharmacy experience, offers cutting-edge AI tools, and delivers real-time data insights. This approach underscores CaryHealth's commitment to advancing healthcare efficiency and effectiveness through their platform. 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 CaryHealth website at https://www.cary.health/ Check out CaryHealth on LinkedIn at https://www.linkedin.com/company/cary Check out Areo Nazari on LinkedIn at https://www.linkedin.com/in/areonazari 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.  

Building Trust and Brand: The Key Elements of Effective Outbound Marketing   In the latest episode of our podcast, host Josh sits down with Matt Cressman, the founder of Lead Storm AI and a LinkedIn marketing expert, to delve into the intricacies of outbound lead generation. This comprehensive blog post will break down the key takeaways from their conversation, offering actionable advice and detailed insights to help you optimize your outbound marketing strategies, particularly on LinkedIn. Josh kicks off the episode by inviting listeners to explore his resources for connecting with partners, investors, influencers, and clients. He highlights his free video class available on Up My Influence, which outlines steps to achieve 100% inbound marketing in their industry over the next 6 to 8 months without relying on spam, ads, or sales tactics. Josh's methods have been successful for over 15 years, generating eight figures in revenue for his companies. Matt Cressman joins the conversation, introducing himself as a LinkedIn marketing expert and a connector specializing in outbound marketing. He shares his journey from leading an international nonprofit to founding Lead Storm AI, driven by a desire to start a podcast and connect with industry professionals. Matt founded Lead Storm AI to address the pain points he encountered while managing multiple marketing tools. Lead Storm AI combines marketing automation, CRM capabilities, and outbound marketing tools into a comprehensive platform. Key features include contact management, funnel building, and automation for LinkedIn outreach and cold emailing. Matt emphasizes the importance of building relationships and creating meaningful content. His approach to outbound marketing has evolved, particularly in response to changing buyer behaviors. He believes that having a strong brand and producing valuable content are essential for successful outbound lead generation. Matt discusses the shift in outbound lead generation strategies from 2019 to 2022, noting the decline of the golden era of outbound marketing. He highlights the need for hyper-personalization in messaging, stating that generic templates are no longer effective. Instead, marketers must leverage sophisticated tools to create personalized outreach that resonates with potential clients. Matt introduces his BCT framework, which stands for Brand, Content, and Trust. This framework is fundamental to successful outbound marketing: understand who you are as a brand, create valuable content that addresses the needs and pain points of your audience, and build trust with your audience through consistent and meaningful interactions. Josh raises the challenge of standing out in a crowded marketplace, where many professionals receive numerous unsolicited messages. Matt shares practical tactics for breaking through the noise, such as hyper-personalization, using intent data, leveraging LinkedIn events, and hosting your own events to provide value and attract potential clients.   About Matthew Cretzman: Matthew Cretzman is a seasoned entrepreneur and marketing expert, specializing in outbound marketing, LinkedIn strategies, growth hacking, and lead generation. Founder and CEO of  Stormbreaker Digital and LeadStorm AI.   About LeadStorm AI: LeadStorm AI's full suite of marketing and sales automation tools gives you everything you need to market your business, close more deals, and make more money.   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 LeadStorm AI website at https://www.leadstorm.ai/ Check out LeadStorm AI on LinkedIn at https://www.linkedin.com/company/leadstorm-ai/ Check out Matthew Cretzman on LinkedIn at https://www.linkedin.com/in/mattcretzman 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.    

Achieving Financial Freedom and a Fulfilling LifeIn a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a thought-provoking conversation with Aaron Marcum, a bestselling author and the founder of EntreThrive. The episode delves into Aaron's book, "EntreThrive," which outlines eight essential laws designed to help entrepreneurs achieve financial freedom while leading a fulfilling life. This blog post will break down each of these laws in detail, offering actionable advice and thorough explanations to guide entrepreneurs on their journey to success.Josh opens the episode by sharing his extensive experience in the business world, having spoken with over 2,000 leaders about their best business practices. He offers a free video resource on his website, Up My Influence, aimed at helping entrepreneurs generate high-ticket sales appointments without relying on spam or ads. He then introduces Aaron Marcum, highlighting his background as a bestselling author and the founder of Entrethrive. Aaron's book, which features a foreword by renowned author Brian Tracy, is subtitled "An Entrepreneur's Eight Laws to Accelerate Financial Freedom While Creating the Good Life."Aaron begins by discussing the concept of "the good life," a term rooted in Aristotle's philosophy. For Aristotle, the good life transcends mere life satisfaction; it embodies living a life worth living, or "eudaimonia." This idea emphasizes the importance of a holistic approach to life, encompassing not just financial success but overall fulfillment. Aaron's insights into the good life were shaped during his Master of Applied Positive Psychology program at the University of Pennsylvania, where he studied under Martin Seligman, a leading figure in positive psychology. He emphasizes that the journey toward the good life involves understanding one's guiding truths—core beliefs that define who we are and what we aspire to be.About Aaron Marcum:Over the past 20 years, Aaron has founded and scaled award-winning, multi-million-dollar companies that have positively impacted thousands across North America. His entrepreneurial journey began in healthcare, where his visionary leadership in his second startup transformed the home care industry. He established the Best of Home Care® award program and created an innovative benchmarking platform that has become the industry standard.Aaron holds a Master's in Applied Positive Psychology from the University of Pennsylvania, where he studied under renowned experts like Dr. Martin Seligman. This transformative experience fueled his passion for helping fellow home care entrepreneurs thrive both personally and professionally.His Breakaway Accelerator coaching program is designed specifically for home care CEOs and their leadership teams, empowering them to think bigger, retain top talent, accelerate growth, and create abundant lives.A #1 Amazon and Barnes & Noble bestselling author, Aaron's book EntreThrive guides entrepreneurs on their journey to financial freedom while embracing what Aristotle called "The Good Life." He has been a sought-after keynote speaker since 2006, engaging entrepreneurial audiences with his insights and experiences.In his free time, Aaron enjoys road cycling and traveling the world with his wife, Heather, whom he married in 1996. They are proud parents to six beautiful children.About EntreThrive:EntreThrive is a transformative platform and community designed to guide and support entrepreneurs in prioritizing their well-being for both professional success and personal fulfillment.EntreThrive operates on the fundamental belief that just as entrepreneurial success demands business acumen and persistent diligence, so does one's well-being require daily attention and intentional effort. Through our innovative approach, we emphasize the importance of entrepreneurial well-being, highlighting the 8 Laws of EntreThrive—a comprehensive framework rooted in positive psychology and evidence-based practices.Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guestLinks Mentioned in this Episode:Want to learn more? Check out EntreThrive website athttps://entrethrive.com/Check out EntreThrive on LinkedIn athttps://www.linkedin.com/company/entrethriveCheck out Aaron Marcum on LinkedIn athttps://www.linkedin.com/in/aaron-marcumDon’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. 

Understanding and Mastering Fear In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a profound conversation with Rhonda Britten, a master coach, keynote speaker, and founder of the Fearless Living Institute. Rhonda, an Emmy Award-winning author, shares her extensive experience in helping individuals and organizations navigate the complexities of fear and personal development. This blog post delves into the key themes and actionable insights from their discussion, providing a comprehensive guide for listeners and readers alike. Rhonda begins by addressing a fundamental truth: fear is a universal experience that affects everyone, regardless of their position or achievements. She emphasizes that fear is deeply rooted in our neurobiology, often stemming from our formative years. Many individuals find themselves grappling with fears that are remnants of past experiences, leading to feelings of inadequacy or the need for approval from others. Rhonda points out that people often focus on the symptoms of fear, such as procrastination, anxiety, and self-doubt, rather than addressing the underlying issues. A key distinction Rhonda makes is between fighting fear and mastering it. She explains that many people mistakenly believe they can eliminate fear entirely, but this is unrealistic. Instead, she advocates for understanding and mastering fear, which involves recognizing that fear is a natural part of being human and learning to work with it rather than against it. Rhonda introduces the concept of the "Wheel of Fear," which represents the unconscious patterns and beliefs that drive our fears. By identifying their personal wheel of fear, individuals can begin to shift their focus from fear-driven behaviors to more empowering actions. About Rhonda Britten: Rhonda Britten is an Emmy-winning life coach from NBC’s Starting Over and a multiple bestselling author. After a life-altering tragedy at 14, they spent two decades struggling with alcoholism and enduring three suicide attempts. Despite trying therapy, spiritual practices, and countless self-help books, [Your Name] found that none of these approaches created lasting change, leaving them with a persistent feeling of inadequacy. Everything shifted when they discovered a transformative method that allowed them to let go of the past and embrace their most confident, authentic self. For the past 25 years, [Your Name] has dedicated their life to teaching this powerful technique, helping others achieve their own transformations. Their journey has garnered attention, leading to appearances on several prominent TV shows, including The Oprah Winfrey Show, The Today Show, and The Steve Harvey Show. Their experiences also inspired the creation of the first reality television show in the world, Help Me, Rhonda. About Fearless Living Institute: The Fearless Living Institute (FLI) is an international support network for mastering the emotional fears that keep us from being our very best. We work with thousands of people who strive to embody Fearless Living in their homes, their boardrooms, and beyond. Who We Are FLI was founded by Rhonda Britten, bestselling author and Emmy Award–winner for the daytime reality drama Starting Over. Her groundbreaking Fearless Living principles have gained international renown and have inspired countless individuals to embrace the human-potential movement. Thousands of those individuals have joined our FLI support network—they include: Fearless Book Group Leaders and Participants Our Fearless Book Groups meet regularly, in person or by phone, to support one another and study the principles of Fearless Living. Many of our Fearless Book Group Leaders go on to become certified coaches. Certified Fearless Living Coaches Our coaches undergo the most rigorous selection and training process in the industry today that qualifies them to act as personal coaches and members of their community who would like to transform their lives. Business Partners FLI has ongoing relationships with dozens of managers and leaders in business. Our personalized programs increase profitability by helping employees to become more productive, creative, and committed through Fearless Living. How We Work FLI's core mission is to provide a pathway for anyone who is willing to do the work to free their lives from emotional fear. That might include fear of rejection, fear of incompetency, fear of looking stupid and many more. Through Rhonda's bestselling books, our website, Fearless Book Groups, workshops, and one-on-one coaching, we provide every possible tool you need to start your journey.   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 Fearless Living Institute website at https://fearlessliving.org/ Check out Fearless Living Institute on LinkedIn at https://www.linkedin.com/company/fearless-living-institute/ Check out Rhonda Britten on LinkedIn at https://www.linkedin.com/in/rhondabritten/ 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.  

Elevate Your Industry: The Essential Role of Thought Leadership in Business In the latest episode of the Thoughtful Entrepreneur podcast, host Josh engages in a compelling conversation with Ryan Klee, co-founder of Rootstock, a thought leadership consulting firm. The episode delves into the nuances of thought leadership, the power of storytelling in business, and the strategic approaches Rootstock employs to help clients articulate their narratives effectively. This blog post will break down the key insights from the episode, offering actionable advice and thorough explanations to guide listeners in their thought leadership and branding efforts. Josh opens the discussion by emphasizing the critical role of thought leadership in today’s competitive business environment. He notes that every individual has a unique message that can positively impact the world, and it’s essential for business leaders to communicate their stories effectively. Ryan agrees, highlighting that many professionals, while experts in their fields, often struggle to convey their insights in a compelling way. This is where Rootstock steps in, helping clients refine their messaging and elevate their brands. Ryan introduces Rootstock as a consulting firm dedicated to helping ambitious leaders and organizations grow their brands and scale their businesses. The firm focuses on harnessing the potential of clients' best ideas, refining their narratives, and sharing these stories with broader audiences. Ryan shares his passion for connecting people and ideas, which he believes is fundamental to effective storytelling. He describes himself as an extrovert who thrives on conversations and connections. This enthusiasm translates into his work at Rootstock, where the focus is on helping clients organize and present their stories. Ryan emphasizes that storytelling is not just for marketers; it’s a vital skill for anyone looking to make an impact in their industry. He elaborates on the concept of a "thought leadership position," which involves articulating what one stands for and believes in. This foundational work serves as a guiding framework for all content creation and public engagement, ensuring that the messaging remains consistent and impactful.   About Ryan Klee: Co-Founder at Rootstock, Ryan is a true believer in the powers of authentic connections, strategic storytelling, curiosity, and mutually beneficial collaborations. After graduating from the University of Florida with a BS in Telecommunications, Ryan honed his PR, marketing, and business strategy and development skills over nearly 15 years at some of Atlanta’s best marketing agencies and the world’s leading online boating marketplace. Turns out, this constantly curious, challenge-seeking, lifelong lover of learning, words, and stories was also an entrepreneur at heart. His extroverted nature, communications skills, natural inclination for collaboration, and desire to impact others and go good work in the world meld into the perfect combination to help entrepreneurs, founders, leaders, businesses, and organizations grow their brands and scale their businesses as a thought leadership consultant.   About Rootstock: A team of consultants rooted in the convergence of strategic storytelling and business acumen, we connect with innovative organizations on their most human level in an ever more automated world. Together, we develop and deploy thought leadership and brand growth campaigns that scale our clients’ reach and reputations beyond existing practice and networks. With learned understanding, we tap into the potential of our client’s best thinking to hone their stories, expand their target audiences, and drive new business. 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 Rootstock website at https://rootstock.agency/ Check out Rootstock on LinkedIn at https://www.linkedin.com/company/rootstockagency/ Check out Ryan Klee on LinkedIn at https://www.linkedin.com/in/ryan-klee/ 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.  

The Role of Fractional Leadership in Modern Organizations   In the latest episode of our podcast, we delve into the transformative role of fractional leadership in organizations, particularly focusing on operations and human resources. Our guest, Chrisa Boyce, a seasoned fractional CEO and Chief Strategy Officer (CSO), shares her extensive experience and insights on how fractional leaders can help businesses navigate challenges, enhance workplace culture, and implement effective processes. This blog post will break down the key themes and actionable advice from the episode, providing a comprehensive guide for listeners and readers alike. Chrisa Boyce is introduced as a seasoned professional with a diverse background in marketing, branding, executive coaching, and corporate consulting. She recounts her journey from working in large fashion companies to becoming a fractional leader, emphasizing the importance of supporting organizations through effective infrastructure and operations. Chrisa explains that while soft skills and culture are crucial, they must be complemented by robust operational frameworks to drive real change within organizations. By integrating operational strategies with cultural initiatives, fractional leaders can help executives and founders elevate their organizations and improve overall leadership effectiveness. Throughout the episode, Chrisa underscores the unique advantages of engaging fractional leaders. She explains that fractional leaders bring a wealth of experience from various industries, allowing them to offer fresh perspectives and innovative solutions. Their ability to remain calm in chaotic situations provides reassurance to clients, helping them navigate challenges with confidence. For listeners intrigued by the insights shared in the episode, Chrisa invites them to reach out for a conversation, emphasizing that each situation is unique and a personalized approach is essential for determining the best path forward.   About Chrisa Zindros Boyce: With 15 years of leadership experience and a decade in executive coaching and business consulting, [Your Name] is dedicated to helping Minds Beyond Measure make a meaningful impact in the education sector. Their straightforward and intuitive approach, combined with coaching training, allows them to read between the lines and connect the dots effectively. Having firsthand experience in operations, marketing, and human resources, Chrisa understands the complexities of implementing change and driving results. As a strategist at heart, they offer a bird's-eye view that is essential for anticipating and mitigating both internal and external obstacles.   About CZB Consultancy: Supports clients in leveling up their businesses and professional lives. They take a transparent and realistic approach to help organizations scale their operations and develop their talent.   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 CZB Consultancy website at https://chrisazboyce.com/ Check out Chrisa Zindros Boyce on LinkedIn at https://www.linkedin.com/in/chrisa-zindros-boyce-66006a91/ 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.  

Social Media Strategies for SMB Founders In the ever-evolving landscape of social media, staying ahead of the curve is crucial for small and medium-sized business (SMB) founders. In a recent episode of the Thoughtful Entrepreneur podcast, host Josh welcomes Jerry Potter, a seasoned social media speaker, coach, and podcast host, to discuss the latest trends and strategies for leveraging social media in 2024. This blog post delves into the key insights shared by Jerry, offering actionable advice and expert recommendations to help SMBs thrive in the digital age. Jerry Potter is a well-known figure in the social media marketing space, with a rich background in content marketing and radio. He has spent over 20 years as a professional radio personality before transitioning into social media. Jerry's mission is to help online business owners streamline their operations and effectively use social media for marketing, allowing them to focus on what truly matters in their lives. He hosts the "Social Media Marketing Talk Show" for Social Media Examiner and runs a podcast called "The Six Ways," where he explores diverse strategies for business success. One of the most significant changes in social media marketing is the rise of short-form video content. Platforms like TikTok, Instagram Reels, and YouTube Shorts have gained immense popularity, and businesses can now reach new audiences without relying heavily on paid advertising. Jerry refers to this phenomenon as the "TikTok-ification" of social media, where short-form videos are prioritized across various platforms. To bridge the gap between attracting new followers and nurturing them into loyal customers, Jerry introduces his "DATE" framework—Discovery, Acquaintance, Talking, and Enchanted. By focusing on one primary platform, sharing celebratory content, and leveraging YouTube and video podcasts, SMB founders can enhance their online presence and drive business growth in 2024 and beyond.   About Jerry Potter: Jerry Potter is a highly-rated social media speaker with 20+ years of experience as a broadcast professional and content media educator. Aside from his own successful podcast (The 6 Ways) & YouTube channel, he joyfully works with small business owners, groups, and organizations to amplify their social media results. His passion (aside from cheap pink frosted cookies) is introducing the world to modcasting by designing new multi-platform revenue generating podcasts. You also may recognize Jerry as the host of “The Social Media Marketing Talk Show”, the longest running weekly talk show dedicated to social media marketing. Jerry’s dad jokes and supply of superhero t-shirts have been seemingly endless since 2010. 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 Jerry Potter's website at https://mrjerrypotter.com/ Check out Jerry Potter on LinkedIn at https://linkedin.com/in/mrjerrypotter Check out Modcast Marketing on website at https://modcastmarketing.com/   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.    

From Frugality to Flourishing: Transforming Financial Advisory Practices In a recent episode of "The Thoughtful Entrepreneur," host Josh engages in a compelling conversation with Tate Kerst and Ben Mossman, co-founders of the coaching firm What's Next. This episode delves into the unique challenges faced by financial advisors and business owners as they strive to grow their practices and enhance operational efficiency. Tate and Ben share their expertise on best practices for growth, understanding financials, and the importance of effective delegation. Here, we break down the key insights and actionable advice from the episode to guide financial advisors and business owners on their growth journeys. Tate and Ben founded What's Next to help business owners, particularly those in the financial advisory space, identify their next steps for growth. They recognized a gap in the market for guidance specifically designed for financial advisors transitioning into business ownership. Their firm provides tailored support to help clients navigate their individual journeys, leveraging their extensive experience in the financial services industry. Many financial advisors enter the industry with a strong desire to help clients make sound financial decisions. However, as they build their businesses, they often encounter challenges related to staffing, human resources, and financial management. Tate emphasizes the importance of understanding the story behind the numbers in financial statements. Advisors should look beyond the top or bottom line to gain valuable insights that can inform hiring decisions and operational strategies. Ben highlights that successful advisors build their capacity to serve more clients without becoming overwhelmed through effective delegation. Financial advisors are often conservative in their spending habits, which can be both an advantage and a hindrance. While frugality can help maintain financial stability, it can also stifle growth if advisors revert to doing everything themselves. Tate and Ben encourage listeners to visit the What's Next website to learn more about their process and the resources available. About Tate Kerst: The path that Tate has taken over the last 25 years has truly made a difference not only for the people that have engaged him in impacting their business but for the many clients and customers they serve. Tate’s original path led him to leave college to impact young people in secondary education to allow Tate to be a coach to athletes at that level. He quickly learned that English, reading and writing are something Tate enjoys so he figured it would make getting through college easier, would allow him to share the passion he has for the great writings while allowing him to lead sports teams to championships. Quickly Tate realized that English wasn’t everyone’s favorite topic and that he actually had to read all the essays he assigned. A few years of teaching led Tate to pursue alternatives where he had more control of the direction and impact he could have. Tate’s career in financial services began in Oakley, KS as a Financial Advisor with Waddell and Reed. He reached production recognition levels every year he was in his advisory role and his success in that role and his educational background led him to have an impact not just on his practice but his peers as well. This was a turning point, that wasn’t recognized by him at the time, that would lead him down a road that few people understood and even fewer people received full benefit of–Practice Development. It honored Tate to be tapped by Waddell and Reed to start their first Practice Development program and grow it to the level that allowed advisors to find unprecedented success. Tate pulled from contemporary practice management literature to develop a program that provided the ability to develop a practice rather than manage it. A focus driven by advisors to meet them where they are at and to take them to where they want to be in their business and life proved to resonate with the advisors, he had the honor to work with and infuses Tate with energy and excitement today. Tate is fueled by continuing to help everyone business owner he comes into contact with be a better business person or to get them to share with him the keys to their success. Tate grew up as a wrestler and pursued that athletic endeavor into his college career. That tenacity, and difference in mentality, have served to mold Tate into the person he has become. He attended Fort Hays State University where he majored in English Education and met his wife of almost 30 years! You can guess which accomplishment was hardest. Tate lives in Kansas City, KS with his wife Amy and is actively pursuing getting his three college age children off his payroll. When not working Tate enjoys pursuing his frustrating golf game, reading both business books and spy/military fiction and spending time with his family. About Ben Mossman: Ben Mossman learned the ins and outs of being a financial advisor and business owner the hard way—through experience and some tough lessons. He believes failure is a powerful teacher, and he's all about reflecting on where you've been to shape where you're going. For the past 11 years, Ben has guided clients as both a financial advisor and a coach, emphasizing that there's no one-size-fits-all path to success. He thinks figuring out what you truly want is just as important as achieving it. Ben graduated from the University of Colorado in 2001 with a degree in Environmental Design—basically, architecture. After realizing the field was more about budgets than creativity, he pivoted to finance and built his own advisory practice from scratch. Eventually, he found his true passion in coaching other advisors to reach their goals. Known for his attentive listening and thoughtful coaching, Ben builds genuine relationships with those he works with. Clients appreciate that he puts their best interests first, and he always manages to keep things lighthearted. Now, Ben lives in Parker, Colorado, with his wife, Kris, and their three kids: Alex, Kaden, and Zoey. He enjoys drumming, writing music, savoring good whisky, and being the family punchline—he makes it easy for them! About What’s Next 4 Financial Advisors: We Work With Climbers Not Campers! For decades, we’ve been helping Financial Advisors and other business owners to build more efficient, more profitable and more enjoyable businesses. It’s not just our life’s work – it’s our life’s passion. Along the way, we’ve made a great many friends and built relationships that have lasted a lifetime. If you’re looking for an experienced partner to join you on your journey to the next level, we would love to help you get there from here. Get to the Next Level. Our focus is on meeting you where you are and working with you to help you identify your next levels of success and how to reach them. We don’t stop there – we roll up our sleeves and help you to reach your goals, and when you succeed, we succeed. We've Walked in Your Shoes! There are business coaches and then there are business coaches that know what it’s like to be a financial advisor. As successful financial advisors and practice development experts ourselves, we can help you get where you want to go. 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 What’s Next 4 Financial Advisors website at https://whatsnext.coach/ Check out What’s Next 4 Financial Advisors on LinkedIn at https://www.linkedin.com/company/whatsnext4financialadvisors/ Check out Tate Kerst on LinkedIn at https://www.linkedin.com/in/tate-kerst-1547b8b4/ Check out Ben Mossman on LinkedIn at https://www.linkedin.com/in/benjamin-mossman-7325687/ 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.  

Mastering Tax Incentives: A Guide for Entrepreneurs to Maximize Wealth In a recent podcast episode, host Josh engages with Tom Wheelwright, a bestselling author and renowned tax expert, to discuss essential tax strategies for entrepreneurs. The conversation revolves around Tom's book, "Tax-Free Wealth," emphasizing how understanding tax laws can be a roadmap for wealth building rather than just a set of rules. This blog post distills the key insights and actionable advice shared during the episode, offering a comprehensive guide for entrepreneurs aiming to optimize their tax situations. Tom Wheelwright shares his journey, starting his first CPA firm in 1995 with a focus on providing exceptional advice to entrepreneurs. He believes that entrepreneurs are the lifeblood of society and that traditional tax advice often falls short. Tom's refreshing perspective views tax laws not as burdens but as incentives designed to encourage specific behaviors that can lead to wealth creation. He outlines three critical questions every entrepreneur should consider: how they make their money, what they plan to do with it, and what will happen to it when they die. Each question is crucial for aligning financial activities with government incentives and minimizing tax liabilities. The episode also delves into practical tax strategies, including the benefits of different business structures like S Corporations, LLCs, and C Corporations. Tom highlights the importance of strategic investments that offer tax incentives, such as real estate and renewable energy projects. He also touches on the advantages of franchising, which can lead to lower tax rates and greater financial flexibility. As the political landscape shifts, Tom urges entrepreneurs to stay informed about potential tax law changes and work with knowledgeable tax advisors to navigate these changes effectively. Josh concludes by directing listeners to Tom's resources for further guidance on tax strategies and wealth building. About Tom Wheelwright: Tom Wheelwright®, CPA, is a tax and wealth expert and a serial entrepreneur dedicated to the belief that everyone deserves to be financially independent of employers, Wall Street and the government. His businesses — WealthAbility®, TFW Advisors, PLA Software and Wheelwright Manahan Family Office — provide the education, tax preparation, tools and teams that enable people to experience that freedom. Wheelwright is a Rich Dad Advisor, the CPA for Robert Kiyosaki, an international speaker, and the author of the bestselling books The Win-Win Wealth Strategy and Tax-Free Wealth. He has spoken on stage on six continents to over 100,000 entrepreneurs, small business owners, and investors. He also hosts the popular podcast The WealthAbility® Show with Tom Wheelwright® CPA.   About WealthAbility®: WealthAbility® is dedicated to providing access to the tools, education and teams that will enable all people worldwide to create their own financial independence. About the book "Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes": A comprehensive guide that unveils strategic approaches to minimizing tax liabilities and accumulating significant wealth. As an acclaimed CPA and World-Renowned Expert on Tax, Wheelwright revisits and updates his groundbreaking work where readers are introduced to a wealth-building philosophy that revolves around using the tax code as a roadmap to building wealth in a way that makes taxes fun, easy, and understandable. 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 WealthAbility® website at https://www.wealthability.com/ Check out WealthAbility® on LinkedIn at https://www.linkedin.com/company/wealthability/ Check out Tom Wheelwright website https://tomwheelwright.com/ Check out Tom Wheelwright on LinkedIn at https://www.linkedin.com/in/tomwheelwright/ 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.  

Mastering Client Acquisition: Sustainable Client Growth in the Agency World   In a recent episode of the Thoughtful Entrepreneur podcast, host Josh Elledge sat down with Joshua Johnston, the founder of Hydra, to discuss effective strategies for client acquisition in the digital marketing agency world. Joshua, with his extensive background in scaling digital marketing agencies and consulting, shared invaluable insights that can help agency owners and entrepreneurs enhance their client acquisition efforts. This blog post delves into the key themes and strategies discussed in the episode, providing actionable advice and detailed explanations to guide listeners in their business growth journey. Joshua Johnston's journey in the digital marketing space is both inspiring and instructive. As the Chief Operating Officer of a digital marketing agency, he played a crucial role in scaling the business to multiple seven figures, leading to its acquisition by a venture capital firm in 2020. Despite starting with limited knowledge about operations, Joshua's dedication to learning and improving operational efficiency was instrumental in the agency's success. Post-acquisition, he transitioned into consulting, where he now helps other agencies optimize their operations and achieve similar growth. This episode of the Thoughtful Entrepreneur podcast provides a wealth of insights into effective client acquisition strategies for digital marketing agencies. Joshua Johnston's experience and expertise highlight the significance of referral systems, social proof, and building strategic partnerships. By focusing on long-term relationship building and consistently delivering value, agencies can position themselves for sustainable growth and success in a competitive landscape. Listeners are encouraged to implement these strategies in their own businesses to enhance their client acquisition efforts and ultimately drive revenue growth. For more inspiration and motivation, subscribe to the Thoughtful Entrepreneur podcast and explore the resources available through Hydra.   About Joshua Johnston: Driven by a passion for impact, Josh is on a mission to help eradicate agency poverty and provide businesses with the operational infrastructure needed to scale profitably. From his roots in Ann Arbor, Michigan, where he began his career as a Personal Trainer, Josh has evolved into a visionary entrepreneur. With a decade of experience leading the growth of multi-seven-figure businesses in various niches, Josh founded Hydra to bring his expertise to digital agencies. His leadership in marketing and sales, combined with innovative projects like Hydra Council and Cleanbooks, has empowered over 100 agencies to achieve their growth potential. From 2018 to 2020, Josh served as the COO of Welling Media, where he architected the systems and infrastructure to support their rapid growth to multiple seven-figures per year in revenue and over 25 employees. He played a key role in servicing some of the most prominent brands in the DTC industry, such as the Oodie and Snow Teeth Whitening, and was instrumental in the acquisition of Welling Media in 2020. Guided by values of growth, personal happiness and profit, Josh is committed to helping business founders build businesses that serve them. His journey is a testament to the power of resilience, strategic planning, and the relentless pursuit of excellence. Currently, Josh is focused on Hydra's four main offerings: management consulting with DWY and DFY solutions for digital agencies, bi-annual events called Hydra Council, the new bookkeeping arm called Cleanbooks and the latest addition, Agency Therapy. A recent notable milestone was hosting their first international event in London.   About Hydra: Hydra is a consulting firm that partners with digital agency owners to enhance their operational systems, processes, and service offerings, empowering them to scale to multiple seven figures and beyond. The firm specializes in: Building efficient operational systems for project management and team development, suitable for teams of any size. Teaching proven frameworks and practices that drive sustainable, profitable growth. Clarifying each agency's true purpose to help them attract their ideal clients. With a focus on creating operationally efficient organizations, Hydra enables agencies to move faster and increase profitability. In the past two years, founder Josh has successfully guided over 100 agencies through their growth journeys. His systemize-then-scale approach eliminates single dependencies, establishing solid foundations for consistent success.   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 Hydra website at https://www.workwithhydra.com/ Check out Hydra on LinkedIn at https://www.linkedin.com/company/workwithhydra/ Check out Joshua Johnston on LinkedIn at https://www.linkedin.com/in/joshykobyashi 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.