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CASE STUDIES

Latest episodes

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Feb 26, 2025 • 27min

The 8 Sales Secrets That Turned a Door-to-Door Rep into a Millionaire

In this solo episode, Casey breaks down the core skill that has shaped his career: the art of selling. Reflecting on his own experiences and insights from Brian Tracy’s classic, The Psychology of Selling, he unpacks the eight principles that have made a lasting impact—from believing in yourself to mastering the art of persuasion.Casey shares personal stories, including lessons learned from top-performing colleagues at Vivint, and explains why identifying customer pain points and maintaining a positive mindset are game-changers in sales. He also reveals the power of continuous learning and how a single decision to invest in his own education led to years of consistent success.Whether you’re a seasoned professional or just starting out, this episode offers practical, timeless advice to sharpen your sales skills and elevate your performance.Chapters:00:00 – 00:26 | Introduction: The Power of Selling•Why sales is the most valuable skill00:26 – 00:44 | The Most Influential Sales Book•How The Psychology of Selling shaped Casey’s career00:44 – 01:29 | Learning from Top Performers•Lessons from Vivint’s #1 sales rep, Bo Gardner01:29 – 03:59 | Principle #1: Believe in Yourself•Overcoming fear and rejection03:59 – 05:25 | The 80/20 Rule in Sales•How top 20% earn 80% of the money05:25 – 06:34 | Believing in Your Product•Why conviction determines sales success06:34 – 08:53 | Principle #2: Focus on the Customer’s Needs•Selling solutions, not products08:53 – 09:10 | The Key to Selling: Solving Problems•Finding and fixing customer pain points09:10 – 11:03 | Principle #3: Develop a Positive Attitude•Why mindset impacts sales performance11:03 – 12:57 | Principle #4: Master the Art of Persuasion•Why people buy emotionally, then justify logically12:57 – 13:16 | Why People Buy Emotionally•The subconscious decision-making process13:16 – 15:06 | Principle #5: Ask the Right Questions•Selling is listening, not telling15:06 – 17:12 | Principle #6: Overcome Objections•How to reframe objections into opportunities17:12 – 18:33 | Why Objections Are a Sign of Interest•Recognizing buying signals in pushback18:33 – 21:42 | Principle #7: Learn How to Close Effectively•Why 48% of salespeople never ask for the order21:42 – 22:09 | Principle #8: Commit to Continuous Learning•How investing in yourself 10X’s success22:09 – 25:27 | The 10X Investment in Personal Development•Lessons from 20 years of dedicated learning25:27 – 26:35 | The Mindset of a Sales Professional•Mastery, success, and fulfillment26:35 – End | Closing Thoughts•The never-ending process of growth Hosted on Acast. See acast.com/privacy for more information.
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Feb 19, 2025 • 1h 17min

From Near Defeat to Massive Success: Kenny Cox’s Journey from Coal Mines to Millions

In this episode of Case Studies, Casey Baugh sits down with longtime friend and business leader Kenny Cox. From early entrepreneurial failures to two decades of success at Vivint, Kenny shares the lessons that shaped his career. They discuss leadership, delegation, investing, and the impact of faith and family in building a meaningful life.This conversation is packed with insights on resilience, financial growth, and the mindset of top performers.00:00 – 01:04 | Introduction & First ImpressionsCasey introduces Kenny and reflects on his leadership qualities.01:04 – 03:47 | 20 Years at Vivint: Hard Work or Luck?Kenny discusses his journey and why long-term success isn’t just luck.03:47 – 06:54 | Learning from FailureHow Kenny’s first business venture collapsed and set him on a new path.06:54 – 11:49 | Near Bankruptcy & A Turning PointThe struggles that nearly led Kenny to work in a coal mine before finding his way to Vivint.11:49 – 13:50 | Embracing the ProcessWhy failure is a stepping stone, not a roadblock.13:50 – 21:30 | Rebuilding Confidence & Personal SalesHow mastering sales helped Kenny regain his confidence and build a career.21:30 – 27:11 | Breaking Through Leadership BarriersThe lesson that transformed Kenny’s leadership—delegation and scaling a team.27:11 – 31:36 | Overcoming Self-Doubt & Imposter SyndromeHow even top leaders struggle with self-limiting beliefs.31:36 – 34:04 | The ‘Chip on the Shoulder’ MindsetHow internal drive and past struggles fuel success.34:04 – 40:57 | Mentors That Made an ImpactLessons from Bodhi Gardner, Todd Pedersen, and Jeff Mendez.40:57 – 45:49 | Building High-Performing TeamsWhy great leaders empower others and attract top talent.45:49 – 49:53 | Kenny’s Investment PhilosophyKey principles for long-term financial success.49:53 – 53:55 | The Hard Truth About InvestingWhy understanding investments is more important than just finding “good deals.”53:55 – 57:59 | The Power of Saving & Financial DisciplineHow consistent saving builds wealth over time.57:59 – 01:02:53 | Teaching Financial Wisdom to the Next GenerationLessons on credit, money management, and investing.01:02:53 – 01:04:52 | The Spiritual Side of BusinessWhy business and leadership are deeply connected to faith.01:04:52 – 01:06:42 | Emotional Conditioning & ResilienceHow top performers develop mental toughness and handle adversity.01:06:42 – 01:08:09 | The Three Pillars of Success1.Mastering a skillset2.Surrounding yourself with the right people3.Letting financial success follow naturally01:08:09 – 01:13:11 | The Power of Habits & ConsistencyDaily routines that drive long-term success.01:13:11 – 01:16:30 | Faith, Eternal Perspective & FamilyHow spiritual principles keep Kenny grounded.01:16:30 – 01:18:30 | Final Thoughts & Closing WisdomThe importance of consistency, integrity, and long-term vision.Key Takeaways:•Failure is a stepping stone—embrace it and learn from it.•Great leaders delegate, empower others, and build strong teams.•Investing requires discipline, education, and long-term thinking.•Your network and mentors determine your success.•Business, leadership, and faith are deeply connected.Don’t miss this powerful episode with Kenny Cox! Hosted on Acast. See acast.com/privacy for more information.
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Feb 12, 2025 • 1h 26min

The Business Lesson’s That Saved Doug Barnett from Total Collapse

In this episode of Case Studies, Casey reconnects with Doug Barnett, a seasoned operator and entrepreneur whose career spans pivotal roles at Atlas, Pinnacle, and Vivint before founding Remi, a fast-growing startup transforming the roofing industry.Doug opens up about the lessons learned from navigating career-defining setbacks, including the 2008 financial crisis and personal challenges, and how those experiences shaped his approach to leadership, innovation, and building teams. From turning losses into opportunities to finding product-market fit in a highly fragmented market, Doug shares the critical steps in scaling a startup and maintaining clarity in the face of uncertainty.With insights on the power of faith, mentorship, and a bias for action, this episode offers a rare look into the mindset of a leader committed to creating value while balancing life’s demands. It’s a compelling conversation for anyone striving to build something meaningful—both in business and lifeConnect with Casey:YouTube: https://www.youtube.com/@CASESTUDIESPODInstagram: https://www.instagram.com/case.studies.podcast/Website: https://www.casey-baugh.com/ Hosted on Acast. See acast.com/privacy for more information.
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Feb 5, 2025 • 19min

How Sam Zell Built a Billion-Dollar Company by Breaking Every Rule

In this solo episode, Casey kicks off 2025 by sharing his renewed focus on foundational habits and the inspiration they bring to living an excellent life. Reflecting on personal routines, he highlights two practices: revisiting his long-standing commitment to a book-a-week (or month) challenge and embracing Jocko Willink’s 10-minute burpee routine as a mental and physical game-changer.Casey dives into Am I Being Too Subtle? by legendary entrepreneur Sam Zell, unpacking Zell’s unique journey and the five principles that defined his success: thinking contrarian, managing risk, valuing relationships, keeping things simple, and staying curious. Through Zell’s incredible stories—like building a real estate empire, crafting billion-dollar deals, and forging lifelong partnerships—Casey explores timeless lessons that resonate in both business and life.This episode offers practical insights for starting the year with intention, learning from extraordinary lives, and adopting habits that drive success, fulfillment, and joy in 2025. Hosted on Acast. See acast.com/privacy for more information.
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Jan 29, 2025 • 1h 41min

What Pelion’s co-founders learned raising a $500M venture capital fund

This week, Casey sits down with Blake Modersitzki and Chris Cooper, co-founders of Pelion Ventures, to explore their journey of building one of Utah’s most impactful venture capital firms. From their humble beginnings to managing over $500 million in their latest fund, Blake and Chris share the lessons, challenges, and triumphs that have shaped their lives and careers.They reflect on the profound influence of mentors, the role of faith and family in guiding their decisions, and the importance of giving back to create a legacy of opportunity. With candor and humor, they dive into the realities of venture investing, navigating tough times, and fostering a culture of resilience and collaboration.Packed with practical insights on leadership, generosity, and staying grounded in success, this episode offers inspiration for entrepreneurs, leaders, and anyone striving to make a meaningful impact. Don’t miss this heartfelt conversation about grit, gratitude, and building something that truly matters. Hosted on Acast. See acast.com/privacy for more information.
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Jan 22, 2025 • 1h 6min

How a $5 Billion Empire and a Governor’s Race Shaped Jeff Burningham's Vision for Success

This week, Casey sits down with Jeff Burningham, co-founder of Peak Ventures and a leading investor in Utah’s Silicon Slopes, to discuss his journey of entrepreneurship, leadership, and personal transformation. From building and scaling successful ventures to stepping into the world of public service, Jeff shares how his bias for action, commitment to relationships, and belief in creating meaningful impact have defined his career.Jeff reflects on the importance of faith, family, and mentorship in shaping his approach to business and life. With honesty and humility, he recounts lessons learned from early entrepreneurial wins, navigating public challenges, and embracing the evolution of his personal and professional identity.Filled with practical wisdom on prioritizing presence, fostering meaningful connections, and finding purpose beyond material success, this episode is a must-listen for entrepreneurs, leaders, and dreamers alike. Don’t miss this inspiring conversation about love, resilience, and daring to imagine a brighter future.Connect with Casey:YouTube: https://www.youtube.com/@CASESTUDIESPODInstagram: https://www.instagram.com/case.studies.podcast/Website: https://www.casey-baugh.com/ Hosted on Acast. See acast.com/privacy for more information.
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Jan 15, 2025 • 1h 14min

From the Factory Floor to a $700M Legacy: David Miller’s Entrepreneurial Rise in Corporate America

This week, Casey sits down with David W. Miller, a local entrepreneur and leader whose remarkable journey of resilience and growth has shaped his life and career. From overcoming a life-changing accident early in his marriage to building and scaling multimillion-dollar businesses, David’s story is one of faith, determination, and a relentless commitment to purpose.David reflects on the foundational role of faith and family in his life, his transition from corporate roles to entrepreneurship, and the importance of taking calculated risks. He shares lessons on empathy-driven leadership, the power of mentorship, and how embracing challenges can foster personal and professional growth.With practical insights on navigating uncertainty and building a life of meaning, this episode is packed with inspiration for anyone looking to lead with purpose and create lasting impact. Don’t miss this candid and thought-provoking conversation about resilience, opportunity, and staying grounded through life’s biggest challenges. Hosted on Acast. See acast.com/privacy for more information.
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Jan 8, 2025 • 1h 27min

How Vivint Founder Todd Pedersen Built a $12 Billion Empire While Driving a Beat-Up Truck

This week, Casey sits back down with Todd Pedersen, renowned entrepreneur, philanthropist, and visionary leader, to share deeper insights into his remarkable journey. Todd’s story is one of resilience, focus, and an unwavering commitment to pursuing dreams—whether his own or those of his family.Todd dives into the lessons learned from building successful businesses, the principles of investing in people, and the transformative power of long-term thinking. He also shares personal updates, including his family’s move to Europe to support his 14-year-old son’s aspirations of becoming a Formula One driver, and how generosity has been a guiding force in his life and career.With candid reflections and actionable insights, this episode offersinspiration for anyone seeking to lead with purpose, dream bigger, and create a life of meaningful impact. Get ready for a conversation that explores the intersection of leadership, legacy, and living with intention.Connect with Casey:YouTube: https://www.youtube.com/@CASESTUDIESPODInstagram: https://www.instagram.com/case.studies.podcast/Website: https://www.casey-baugh.com/ Hosted on Acast. See acast.com/privacy for more information.
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Jan 1, 2025 • 1h 12min

Why Tracking Daily Wins Transforms Your Life: Mara Sundwall’s Proven Method for Growth

This week, Casey sits down with Mara Sundwall, a life coach, mentor, and advocate for personal growth who has profoundly impacted the lives of those she works with, including Casey’s own family. Mara’s journey is one of self-discovery, resilience, and an unwavering dedication to helping others uncover their potential and live in alignment with their values.Mara dives into the principles of empathy-driven leadership, the importance of rewriting personal narratives, and how mental health can shape—and be shaped by—the stories we tell ourselves. She shares her insights on overcoming shame, embracing vulnerability, and building meaningful habits that foster personal growth and clarity.With practical tools for navigating life’s challenges and a deeply compassionate approach to self-confrontation, this episode offers inspiration for anyone seeking to better understand themselves and create lasting positive change. Get ready to explore the power of truth, connection, and living with intention in this compelling conversation. Hosted on Acast. See acast.com/privacy for more information.
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Dec 25, 2024 • 1h 20min

How Ted Broman Turned a $1M Company into $120M with No Outside Financing

This week, Casey sits down with Ted Broman, a serial entrepreneur, philanthropist, and a deeply driven leader whose life story is equal parts resilience and inspiration. From his unconventional upbringing in Salt Lake City to building multiple successful businesses, Ted’s journey is a testament to the power of grit, resourcefulness, and an unwavering commitment to growth.Ted reflects on pivotal moments that shaped his path, including navigating family challenges, turning a small healthcare software company into a multi-million-dollar enterprise, and stewarding businesses with a mission to positively impact lives. He shares his philosophy on discipline, love, and accountability in leadership, as well as how faith and spirituality have guided his decisions and created a deeper sense of purpose.With lessons on leadership, the human side of business, and finding abundance in adversity, this episode is packed with wisdom for aspiring entrepreneurs and leaders alike. Hosted on Acast. See acast.com/privacy for more information.

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