『Breakfast Leadership Show』のカバーアート

Breakfast Leadership Show

著者： Michael D. Levitt
無料で聴く

  • サマリー

  • From the Breakfast Leadership Network. We interview global thought leaders, entrepreneurs, and marketing experts to show the audience the right steps (no shortcuts!) to grow your business and your life. Guests of the Breakfast Leadership Show may have sponsored their appearance on the show, as disclosed in compliance with Federal Trade Commission guidelines.
    Breakfast Leadership is a registered Trademark of Breakfast Leadership, Inc. All Rights Reserved.
    続きを読む 一部表示
エピソード
  • Finance Fridays: The Wealth Management Trailblazer: An Interview with Paul Franco – Certified Financial Planner and Founder of Life Well Lived Financial Group

    Finance Fridays: The Wealth Management Trailblazer: An Interview with Paul Franco – Certified Financial Planner and Founder of Life Well Lived Financial Group
    2024/05/17

    Paul Franco is a Certified Financial Planner™️️️, Chartered Financial Consultant®️️, Behavioral Financial Advisor, and founder of Life Well Lived Financial Group, an independent wealth management firm. A thirty-year veteran of the financial advising industry, Paul operates three locations in Colorado, where he enjoys skiing, hiking, running, fishing, and traveling. He is the author of Success with Succession: How to Sell Your Asset Management and Financial Advice Practice.

    Summary Paul Franco's background and business strategy @ 0:00

    Paul Franco is a 30-year veteran of the financial services industry, with a firm called Life Well Live Financial Group in Colorado. Over the past 8-10 years, he has focused on acquiring the practices of retiring financial advisors as a growth strategy, rather than trying to build his client base one client at a time.

    The importance of succession planning @ 4:39

    Paul explains that he came up with this acquisition strategy after realizing that most financial advisors and business owners are unprepared for their own succession and retirement. Many think they will never retire, but fail to plan for the unexpected. Paul emphasizes the importance of having a clear succession plan in place, even for younger business owners.

    Challenges with abrupt transitions @ 12:57

    Paul shares an example of an early acquisition where the retiring advisor did not provide enough time for a smooth transition, leading to many clients choosing to leave rather than work with the new advisor. He stresses the importance of allowing ample time for the new owner to get to know the clients and build relationships before the full transition.

    Collaboration over competition @ 18:19

    Michael and Paul discuss the value of viewing other businesses in the same industry as colleagues rather than competitors. They emphasize the importance of networking and building relationships with potential buyers or sellers, rather than operating in silos.

    Paul's book on selling financial advisory practices @ 19:27

    Paul shares that he wrote a book called "Success with Succession" to help financial advisors and other business owners prepare their practices for a smooth sale or transition, rather than just closing their doors and leaving clients in the lurch.

    Recap and resources @ 23:04

    Michael and Paul wrap up the conversation, with Paul providing his website (successwithsuccession.com) where listeners can find more information and sign up for his newsletter.
    続きを読む 一部表示
    25 分
  • Thoughtful Thursdays: Make Work Relationships Work with Dr. Paul White

    Thoughtful Thursdays: Make Work Relationships Work with Dr. Paul White
    2024/05/16

    Dr. Paul White is a psychologist, author, and speaker who “makes work relationships work.” He has written articles for and been interviewed by BBC News, Business Week, the New York Times, CNN/Fortune.com, Entrepreneur.com, Fast Company, Fortune, FoxBusiness.com, U.S. News and World Report, Washington Post, and Yahoo! Finance. As a speaker and trainer, Dr. White has taught worldwide, including North America, Europe, South America, Asia, and the Caribbean. His expertise has been requested by PepsiCo, Microsoft, NASA, L’Oreal, Ritz Carlton, Starbucks, Boeing, HP, Exxon Mobile, DIRECTB, and numerous other multinational organizations. Dr. White is the coauthor of the best-selling book, The 5 Languages of Appreciation in the Workplace, which has sold over 575,000 copies (written with Dr. Gary Chapman, author of the #1 NY Times bestseller, The 5 Love Languages) and has been translated into 25 languages. Based on their extensive research and expertise, Dr. White and Dr. Chapman have developed practical ways for leaders and employees to communicate authentic appreciation that leads to increased employee engagement, lower staff turnover, more positive work environments, and higher productivity. Additionally, their online assessment, the Motivating By Appreciation Inventory, has been taken by over 375,000 employees worldwide and is available in multiple languages. Cited as a thought leader in developing healthy workplace relationships, his speaking style has been described as “world-class” expertise providing practical, easily implemented information with the right touch of humor.” facebook.com/appreciationatwork linkedin.com/in/paul-white-ph-d-317826 instagram.com/appreciationatwork X (Twitter): @drpaulwhite

    Book: https://amzn.to/3TEJDtA
    続きを読む 一部表示
    24 分
  • Monday Motivation: Overcoming Biases with Lisa Tromba

    Monday Motivation: Overcoming Biases with Lisa Tromba
    2024/05/13
    Quick recap Michael and Lisa discussed the importance of training and development within organizations, the evolving nature of leadership, and the role of cognitive biases in decision-making. They emphasized the need to create opportunities, manage expectations, and find the right fit when hiring. Lisa shared her motivations for writing her book on understanding and managing leadership biases, and they both stressed the importance of pausing, reflecting, and thinking things through to mitigate potential risks. Summary Training, Leadership, and Adaptability Michael expressed his desire to train and develop individuals within his organization, highlighting instances where he had given recommendations that led to improved roles and opportunities. He also emphasized the importance of leadership and ongoing challenges. Lisa, an executive recruiter, joined the conversation, and they discussed the evolving nature of leadership, the importance of adaptability, and the need to utilize available resources. Michael also mentioned the importance of reaching out for help in achieving a common goal. Leadership Biases in Writing and Decision-Making Lisa shared her motivations for writing her book, which focused on understanding and managing leadership biases. She highlighted the challenges leaders face, particularly in remote work and the pandemic context, and emphasized the importance of being aware of biases. Lisa and Michael discussed the role of cognitive biases in decision-making, particularly in leadership, and how they can hinder the ability to adapt and process information. They stressed the importance of finding the right fit and managing expectations and highlighted the role of biases in the hiring process. Creating Opportunities: Healthcare Receptionist's Journey Michael shared a story about his experience as a healthcare executive, where he hired a medical receptionist without any healthcare experience. He emphasized that the candidate's experience in handling difficult situations in a retail setting was seen as a positive. Despite initial concerns from the board and other doctors, the receptionist proved to be highly effective. Later, when a similar opportunity arose at a clinic closer to her home, she was hired and eventually rose through the ranks to run the clinic. Michael emphasized the importance of creating opportunities and the individual's responsibility to take advantage of them. Leadership, Bias, and Perspective Michael and Lisa engaged in a conversation about leadership and overcoming biases. Michael shared an experience where he identified a talent in someone and provided an opportunity for them to thrive, irrespective of traditional checks and biases. Lisa emphasized the importance of first principles in evaluating candidates and stressed the need to step outside of personal biases to help individuals and organizations grow. She recommended the book 'Range' by David Epstein, which discusses the importance of having a broader perspective. In the end, Michael asked Lisa about her favorite chapters in her book, to which Lisa responded that specific chapters resonate more because she identifies with some of the biases discussed. Balancing Intuition and Logic in Leadership Lisa and Michael discussed the role of intuition and logic in leadership, highlighting the need to balance these biases. Lisa emphasized the potential risks associated with relying solely on intuition without applying logic, suggesting the need for countermeasures such as data analysis and perspective gathering to mitigate these risks. Additionally, Michael shared an anecdote of a successful staff member who was initially doubted but ended up being an asset to the team, underscoring the importance of giving opportunities and considering new ideas. Bias Recognition and Leadership Lisa and Michael engaged in a conversation about the importance of recognizing and managing biases, particularly in leadership roles. They emphasized the value of pausing, reflecting, and thinking things through. Lisa also mentioned that her book, which focuses on this topic, is available on Amazon and her business website, which is currently under rebranding. Michael agreed to include these details in the show notes and promised to share the links once the show goes live. Book: Mind Knots “Where did we go wrong?” This question plagues boardrooms worldwide when leadership fails. Ego, false optimism, overconfidence, risk aversion, and other psychological anchors can hinder a leader's effectiveness, threatening careers and organizations. In Mind Knots, executive search expert Lisa Tromba explores the complex cognitive and emotional biases that can cloud even the most experienced executives' judgment and hinder logical leadership. While these cognitive undercurrents cannot be removed, they can be managed and reframed as transformative strategic advantages. Using real-life case studies, Mind Knots offers a novel viewpoint on overcoming ...
    続きを読む 一部表示
    29 分

あらすじ・解説

From the Breakfast Leadership Network. We interview global thought leaders, entrepreneurs, and marketing experts to show the audience the right steps (no shortcuts!) to grow your business and your life. Guests of the Breakfast Leadership Show may have sponsored their appearance on the show, as disclosed in compliance with Federal Trade Commission guidelines.
Breakfast Leadership is a registered Trademark of Breakfast Leadership, Inc. All Rights Reserved.
マネジメント リーダーシップ 経済学 個人的成功
続きを読む 一部表示

Breakfast Leadership Showに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。