Omani Carson, Founder and Chairman at Carson Group, built one of the most recognized wealth management firms in the country, and then realized the biggest barrier to the next level of growth wasn't strategy. It was him.

Omani walks me through the inner work that unlocked exponential business growth: confronting self-limiting beliefs, moving from a success mindset to an abundance mindset, and learning to live by design rather than by default. He shares how coaching reshaped the way he thinks, leads, and defines what's possible.

KEY TAKEAWAYS

00:00 Why the ceiling on your business is usually a ceiling on you

04:12 The difference between a success mindset and an abundance mindset

09:35 How blueprinting replaces default living with intentional design

14:22 What self-love has to do with scaling a wealth management firm

21:08 The coaching conversation that reframed a billion-dollar business as a lemonade stand

28:45 Why adding a zero requires exponential thinking, not incremental effort

35:17 How Carson Group went from $3B to $60B in AUM — and why $1T is next

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RESOURCES MENTIONED

Carson Group:

https://www.carsongroup.com

#MakeBIGHappen #CEOCoaching #Leadership

Most CEOs think coaching means getting the right answers. Sheldon Harris built a twelve-year career proving the opposite.

Sheldon Harris, Partner and Coach at CEO Coaching International, talks about the operating principles that have guided hundreds of CEOs through growth, crisis, and reinvention.

From a warehouse manager job at Costco in Alaska to leading Cold Stone Creamery through explosive growth and a public food-safety crisis, Sheldon shares the moments that shaped how he leads and coaches today.

He talks about getting fired the same day as his close friend and CEO Coaching International founder Mark Moses, why he believes the best leaders are humble and hungry, and the coaching principle he calls “meeting people where they live.”

He also unpacks a few of his most repeated operating principles, the ones his clients call the Sheldons, and explains why real transformation with a coach is never a single moment but an ongoing process.

KEY TAKEAWAYS

00:00 Character reveals itself most clearly under real adversity

01:22 Work ethic outweighs credentials when building a career

03:38 Great leadership adapts fast when familiar rules disappear

06:53 Guard your integrity like it defines everything you do

12:47 Owning a crisis builds more trust than hiding it

18:01 Behave today like the leader your future demands

24:32 Getting fired revealed exactly who he chose to be

32:35 The best performers share one trait: humble and hungry

39:01 Trust must be earned before real change happens

60:28 Meeting people where they live unlocks real coaching impact

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RESOURCES MENTIONED

“Great by Choice” by Jim Collins:

https://www.jimcollins.com/books/great-by-choice.html

CEO Coaching International website:

https://ceocoachinginternational.com/

#MakeBIGHappen #CEOCoaching #Leadership

Jonathan Sherrill, Founder of Waypoint, built Quicken Steel from a shuttered sawmill and sold it in 2022. He explains what buyers really test for before they buy.

He co-authored “The Extraordinary Exit” with Andy Harris; the book won the Gold Medal for Best Adult Non-Fiction Informational eBook at the 2026 IPPY Awards. Through Waypoint, Jonathan advises founders on the personal side of the exit.

Key Takeaways:

00:00 Introduction

03:31 What six years working for private equity taught him about what buyers really want

13:14 Why his daughter's diagnosis changed what he was building his company for

19:31 The test buyers quietly run before they'll ever make an offer

20:23 A flat tire question that reveals whether a business can run without its founder

24:33 The leadership team question most CEOs would rather not answer honestly

28:02 Why a coach who pushes back beats an advisor who just agrees

34:51 The charitable commitment that nearly delayed a multi-million dollar closing

37:17 What it actually felt like when the emails and calls just stopped

45:43 His advice for any founder still carrying self-doubt

Subscribe to Make BIG Happen for more conversations with the CEOs and coaches shaping what's next.

Resources Mentioned:

Waypoint website:

https://waypointfounders.com/

“The Extraordinary Exit” by Andy Harris and Jonathan Sherrill:

https://www.theextraordinaryexitbook.com/

#CEOCoaching #ExecutiveLeadership #BusinessGrowth