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  • Find Your Purpose with Nate Scott

    Find Your Purpose with Nate Scott
    2025/08/18
    I could not decide on the right title for this podcast. Here was an alternate now: "Living, Looking, and Feeling Your Best: Nate Scott on Creating Lasting Wealth and Purpose." Nate Scott is a man whose journey from small-town Georgia to combat veteran, West Point graduate, entrepreneur, and executive coach is nothing short of inspiring. Nate’s story is one of intentional living, resilience, and a commitment to helping others look, feel, and live the way they truly desire. From the Battlefield to West Point Nate’s early dream was to play college basketball, but when that opportunity fell through, he enlisted in the U.S. Army. His life took a dramatic turn during Operation Desert Storm, where at just 19 years old, he made a vow: if he returned home, he would never waste a day of his life. That moment shaped his future, instilling a deep sense of purpose and urgency. While stationed in Germany, Nate was encouraged to apply to West Point — an idea he initially resisted. Yet in 1992, after careful consideration, he decided to attend, graduating with degrees in engineering, computer science, and sociology, and serving as a regimental commander among 4,000 cadets. Discovering the Power of Personal Development Just as pivotal as his West Point education was Nate’s introduction to personal growth and entrepreneurship. A chance invitation to a network marketing meeting opened his eyes to the value of continuous learning, surrounding oneself with successful people, and taking control of one’s financial destiny. An Entrepreneur’s Path Nate’s career path was anything but linear. He became a personal trainer, then applied the principles of fitness to business, personal finance, and leadership. He earned his MBA from George Washington University and gained experience as a CFO of a rapidly growing tech company. Along the way, he built a real estate portfolio that led to his first million by age 32. But Nate also faced significant challenges — market downturns, business closures, and personal setbacks. These experiences deepened his understanding of financial vulnerability and the importance of preparation, adaptability, and mindset. Life Is Rich: Addressing the Cash Flow Challenge Today, Nate is the author of Life Is Rich: How to Create Lasting Wealth, a book that serves as both curriculum and coaching foundation. His mission is clear: help people — especially women, who often outlive men and face unique financial pressures — address the very real cash flow dangers that threaten their future security. Nate stresses that finances are 80% behavior and only 20% knowledge. The two largest expenses most people face are taxes and ignorance. By teaching “how to think, not what to think,” he guides clients toward creating sustainable cash flow through entrepreneurship, strategic tax planning, and purposeful living. If you would like to watch our podcast, click here: The Habit Factor Central to Nate’s philosophy is the power of habits. As he explains, habits can either drive you toward your goals or pull you away from them — and they work with machine-like precision whether they serve you or not. Changing habits requires intentionality, discipline, and a clear vision of the life you want to live. One of Nate’s most powerful coaching questions is: How do you want to look, feel, and live in the last ten years of your life? This future-focused visioning helps clients break free from autopilot living and start making daily choices that align with their desired future. From Individuals to Organizations While Nate works one-on-one with clients, he also coaches teams and organizations. His focus remains on the individual as the asset — helping people align their personal goals with professional success. His “alignment before assignment” mantra ensures that purpose drives action, not the other way around. Final Takeaways Nate leaves listeners with these key points: Alignment before assignment — Know your values and goals before taking on commitments. You are the asset — Invest in yourself first. Focus on how to think, not what to think — Empower yourself to make better decisions. For Nate, life is rich when you have the cash flow, health, purpose, and time freedom to live it fully. His work helps people get there — with a clear plan, disciplined habits, and a vision worth pursuing. You can learn more about Nate Scott and get Life Is Rich directly at lifeisrichbook.com, where purchasing from him includes access to bonus audio content and a complimentary session. Connect with me: Website: www.simonassociates.netEmail: info@simonassociates.netLearn more about our books here: Rethink: Smashing the Myths of Women in Business Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success On the Brink: A Fresh Lens to Take Your Business to New Heights Listen + Subscribe: Available wherever you get your podcasts—Apple, Spotify, Stitcher, YouTube, and more. If you ...
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    37 分
  • How Delia Passi Built MyCabinet to Transform Medication Management

    How Delia Passi Built MyCabinet to Transform Medication Management
    2025/08/10
    On this episode of On the Brink with Andi Simon, I sat down with Delia Passi, a three-time exited entrepreneur, women’s health advocate, and the founder and CEO of MyCabinet — a groundbreaking virtual medicine cabinet that’s changing how families and caregivers manage medications. Delia’s story isn’t just about building a successful business. It’s about transforming a deeply personal, life-threatening moment into a purpose-driven company that blends healthcare innovation with impact entrepreneurship. The Crisis That Sparked a Movement Delia’s journey into healthcare technology began when her elderly mother suffered a massive heart attack while Delia was 200 miles away. In the chaos of the moment, doctors urgently needed her mother’s medical history — current medications, allergies, and past adverse reactions — but Delia didn’t have the information. The result was sheer terror and helplessness. “I thought I was going to kill my mother,” she recalls. That moment became a catalyst for change. Delia made a promise to God: if her mother survived, she would dedicate herself to ensuring no one else endured such a situation again. That promise became MyCabinet, a smart, virtual medicine cabinet designed to securely store, organize, and share critical medication information instantly with caregivers, healthcare providers, and family members. A Track Record of Impact Before founding MyCabinet, Delia had already made waves as the publisher of Working Mother magazine, where she championed family-friendly workplace policies and launched the “100 Best Companies for Working Mothers” list. After battling breast cancer herself, she founded WomenCertified, Inc., home of the Women’s Choice Award, which helps women make informed healthcare decisions and sets rigorous standards for hospitals and providers. While proud of that work, Delia says she didn’t initially view it as “purpose-driven” — it was doing good, yes, but not with the intentional integration of purpose into every business decision. MyCabinet, however, was different from the start. Building a Purpose-Driven Company Determined to align her entrepreneurial skills with a deeper mission, Delia joined Amplify, a nine-month program from the National Christian Foundation that taught her how to embed purpose into every aspect of a company. She now applies that framework to MyCabinet through four pillars: Employees – Hosting quarterly retreats with space for reflection, gratitude, and shared values, fostering a culture where faith and respect thrive across religious backgrounds.Investors – Choosing only impact investors who put people before profit and share the company’s mission.Clients – Taking a holistic approach to helping healthcare partners and institutions improve patient lives, not just offering a product.Customers – Delivering peace of mind for caregivers and patients by preventing dangerous medication errors and improving health outcomes. Blue Ocean Thinking: Creating a New Market As I often share with my clients, Blue Ocean Strategy is about creating a market space where none existed before — and MyCabinet is a perfect example. There was no “smart medicine cabinet” category before Delia created it. Like the leap from standard TVs to smart TVs, MyCabinet transforms a familiar object into a connected, intelligent solution. Originally, Delia planned to sell direct-to-consumer (B2C), but quickly pivoted to a B2B2C model, partnering with large health plans, school systems, and other organizations that could deliver her product to hundreds of thousands of users at once. This strategic shift saved millions in marketing costs and accelerated adoption. Lessons for Entrepreneurs Delia’s story offers powerful lessons for anyone building a purpose-driven business: Get out of your comfort zone. For Delia, that meant reaching out to politicians and leaders she didn’t know, which opened unexpected doors in sectors like foster care, prison healthcare, and schools.Surround yourself with the right people. Seek advisors, investors, and partners who challenge you, support your vision, and keep your mission intact.Be prepared for the unseen. Women founders often face additional hurdles raising capital. Delia chose to navigate those challenges without compromising her values or taking on partners who didn’t align with her mission.Focus on unmet needs, not just your product. MyCabinet succeeds because it solves a real, often hidden problem — the lack of accessible, accurate medication information in critical moments. Why This Matters In an era where healthcare technology is evolving rapidly, MyCabinet stands out as both a life-saving innovation and a model for how businesses can integrate purpose, profit, and impact. It’s not just about managing medications — it’s about protecting lives, reducing caregiver stress, and empowering families with information when they need it most....
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    43 分
  • Jessica Fairchild: On Authenticity in the Legal Business

    Jessica Fairchild: On Authenticity in the Legal Business
    2025/07/31

    On this episode of On the Brink with Andi Simon, I had the immense pleasure of speaking with Jessica Fairchild—an extraordinary lawyer, entrepreneur, and advocate for a new kind of workplace culture. Jessica's story is one of continual reinvention, courageous pivots, and an unwavering commitment to values-driven leadership.

    Jessica is the co-founder and partner at Fairchild and Bair, a Chicago-based law firm built on flexibility, trust, and purpose. As you’ll hear in our conversation, her 25-year legal career has not followed a traditional path. And that’s exactly what makes her story so compelling.

    From Accounting Major to M&A Trailblazer

    Jessica didn’t grow up dreaming of being a lawyer. In fact, she studied accounting in college and only considered law school after enjoying a business law class. With no attorneys in her immediate family, this leap was both unexpected and bold. But as she puts it, “I followed my gut.”

    After cutting her teeth in a large Chicago law firm, she took a big risk—leaving to become general counsel for Chicago’s Olympic bid. That three-year detour turned out to be a pivotal moment in her journey. The experience showed her how law could intersect with leadership, creativity, and impact. It also sparked her entrepreneurial spirit.

    Building a Firm with Flexibility at Its Core

    Jessica founded her own firm in 2010, without a business plan but with a clear sense of purpose: to build a law practice where she—and others—could bring their authentic selves to work. In 2019, that mission expanded with the merger that formed Fairchild and Bair, alongside like-minded partners. Today, the firm boasts nearly 100 lawyers and a business model that reflects the realities and values of a new generation.

    What sets Jessica’s approach apart? It’s the deliberate culture of flexibility and inclusion. Whether accommodating a lawyer working remotely from Madrid or welcoming professionals who’ve stepped away from the workforce, the firm embraces nonlinear career paths. “We meet people where they are,” Jessica explains. That philosophy has helped them attract top talent from firms where rigid structures no longer fit.

    If you would like to watch our interview, it is on YouTube:

    Law as Business, Practice, and Purpose

    Jessica is as much a business leader as she is a legal expert. She emphasizes that today’s law firms must be more than traditional billable-hour machines. They must be responsive to change, open to new technologies (including AI), and built around human-centered leadership. Her firm is exploring how AI can make legal work more efficient—not to replace lawyers, but to empower them.

    And in a profession where many still define themselves by their titles or roles, Jessica is carving out space for lawyers to live full, multidimensional lives. As she wisely notes, “You’ve got to find a place where you can be your authentic self.”

    Key Takeaways

    Jessica offers two powerful insights for all professionals—not just lawyers:

    1. Find a place where you can be your authentic self. If your current environment doesn’t support who you are, there are others that will.

    2. Think of your career as a journey, not a destination. Jessica’s path has included pivots, risks, and new beginnings. That’s what made it rich and meaningful.

    Why This Matters Now

    This episode couldn’t come at a better time. With workplaces in flux, AI reshaping industries, and the next generation demanding purpose and flexibility, Jessica’s story provides a blueprint for a new kind of leadership—one that balances innovation with humanity.

    Tune In & Take Action Enjoyed this episode? Subscribe, share with a colleague, and send us your thoughts atinfo@andisimon.com.
    Want more stories like this? Check out my books On the Brink, Rethink, and Women Mean Business on Amazon.

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    36 分
  • Hannah Kain: Trailblazing the Future of Supply Chains

    Hannah Kain: Trailblazing the Future of Supply Chains
    2025/07/19
    "Once a quarter, I buy my own company. I step back and ask—what works, what doesn’t, and where the opportunity is." — Hannah Kain, CEO of ALOM What does it take to turn a nascent idea in an unfamiliar country into a global success? In this episode of On the Brink with Andi Simon, I had the pleasure of speaking with Hannah Kain, CEO and President of ALOM, a trailblazing supply chain company that began in 1997 and now operates across 20 global locations. Hannah’s story is more than a business success—it’s a masterclass in innovation, agility, and values-driven leadership. A Leap of Faith—a Vision and a Purpose Born and raised in Denmark, Hannah enjoyed a thriving political and business career before she and her husband bought one-way tickets to the U.S. in 1990. What followed was a journey of reinvention and opportunity. By 1997, Hannah founded ALOM in the heart of Silicon Valley, identifying early on the opportunity to use technology to enhance supply chain operations—well before “supply chain” was a mainstream concept. From the beginning, ALOM was built on innovation. When the company opened its doors, they launched with customer portals and real-time visibility—now standard, but then revolutionary. Their first revenue came from floppy disk duplication. When that technology faded, Hannah pivoted, embracing e-commerce and expanding into regulated industries, always asking: what’s next? Mind Games for Modern CEOs One of the most striking takeaways from our conversation is how Hannah rethinks her company—regularly. “Once a quarter,” she says, “I buy my own company.” She imagines herself as an outsider, assessing the business with fresh eyes. What would she keep? What needs to go? What opportunities are emerging? This “buy-your-own-business” mindset keeps her ahead of disruption. This is a deeply anthropological approach—stepping outside your own story to see it anew. It’s also core to a Blue Ocean Strategy: shed the outdated, build the new, and serve unmet needs. Innovation, Values, and Culture are What Really Matter While Hannah is passionate about technology and supply chain solutions, her foundation is rooted in values—innovation, collaboration, quality, and diversity. Culture, she believes, isn’t a side conversation—it’s a strategic priority. And when values misalign, even a high performer may not be the right fit. Culture can make or break agility. “Personnel decisions are more strategic than we think,” Hannah observes, especially in fast-changing environments. You will enjoy watching our Podcast on YouTube: The Future is Here—If You Can See It We explored how Hannah navigates today’s volatile supply chain world: tariffs, technology, talent shortages, and trade wars. She shared how she mitigates risks—like storing lithium batteries in an award-winning facility designed specifically for safety—and how she balances immediate challenges with long-term strategic thinking. Her approach? Plan for 95% and build agility for the remaining 5%. “If you don’t plan for 95%, you’ll be stuck firefighting 100%.” Data, Intuition, and Ecosystems Data is vital, Hannah says—but data alone is not enough. “It’s the rearview mirror. You need to look out the windshield.” What she’s really looking for is meaning—trends, risks, and opportunities derived from experience, context, and yes, intuition. She credits much of her insight to exploring the entire ecosystem—talking to employees, clients, suppliers, and staying deeply embedded in industry networks. She also emphasized that leaders must separate the urgent from the important, and prioritize the tasks that drive long-term value. What’s Next? Hannah believes AI will be transformative in supply chain logistics—especially in image recognition, predictability, and precision. She’s skeptical of blockchain until there’s wide-scale collaboration, but excited by AI’s capacity to reduce risk and increase agility. Her parting wisdom? Don’t get stuck managing risk so tightly that you miss opportunity. Reinvention is possible—and necessary. And it begins, quite literally, with a morning shower and one powerful question: “What’s the most important thing I can do for my ecosystem today?” Where to learn more about Hannah Kain and the work she is doing: Hannah’s Profile: linkedin.com/in/hannahkain Website: alom.com (ALOM) Email: hkain@alom.com Listen to these other podcasts or read the blogs about them: 442: Joyce Salzberg is Changing Lives Through Early Intervention 436: Women, #WorkSchoolHours Can Transform Your Life 429: Embracing the Future: How Matt Leta is Guiding Companies Connect with me: Website: www.simonassociates.netEmail: info@simonassociates.netBooks: Learn more about our books here: Rethink: Smashing the Myths of Women in Business Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success On the Brink: A Fresh Lens to Take Your ...
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    40 分
  • Joyce Salzberg is Changing Lives Through Early Intervention

    Joyce Salzberg is Changing Lives Through Early Intervention
    2025/07/14
    In a powerful episode of On the Brink with Andi Simon, I sat down with Joyce Salzberg, an extraordinary woman whose life and work illuminate the intersection of personal resilience, professional purpose, and societal transformation. Joyce is the co-founder and co-CEO of Sunny Days, a national provider of early intervention and autism services, and the founder of Oxford Consulting, which supports schools and adults with developmental needs. But her journey began with a painful turning point—and became a lesson in turning adversity into impact. A Catalyst for Change: From Breast Cancer to Bold Beginnings Joyce’s career in early childhood intervention took an unexpected turn after a breast cancer diagnosis while serving as the Associate Executive Director of United Cerebral Palsy of New Jersey. Despite undergoing chemotherapy and radiation, she continued working tirelessly—only to be told her insurance premiums had become a burden and, soon after, that her position was no longer needed. Rather than retreat, Joyce fought back. She filed a lawsuit, becoming one of the first to test the newly passed Americans with Disabilities Act as a cancer survivor. The case garnered national attention and, ultimately, inspired Joyce to launch Sunny Days in 1994. Pioneering a New Model of Care Starting in the basement of her home, Joyce reimagined how services could be delivered. While others were focused on center-based programs, Sunny Days sent occupational, speech, and physical therapists into the child’s natural environment—their home. Joyce’s vision was validated when Congress reauthorized the Individuals with Disabilities Education Act (IDEA) in 1998, mandating that early intervention services be delivered in those very environments. Her innovation wasn’t just timely—it was transformative. Today, Sunny Days serves families in New Jersey, New York, Pennsylvania, California, and more. Her son now leads operations in New York, her daughter supports administration, and Oxford Consulting continues to expand services for school-aged children and adults. You may enjoy our YouTube video of this podcast: Leading with Purpose, Scaling with Precision Running a mission-driven company isn't just about compassion—it’s about operational excellence. Joyce built Sunny Days and Oxford Consulting with no formal business training, relying instead on her background as a social worker, her experience managing programs, and her keen ability to recruit the right experts, understand government regulations, and manage complex budgets. Today, Joyce oversees a team of 15 directors, with leadership succession plans in place to ensure her legacy lives on. The organization’s services are not only clinically sound—they’re deeply personal. Joyce continues to receive emails from parents whose children have made remarkable progress because of Sunny Days' early intervention programs. Policy Challenges and a Call to Action Despite its success, Joyce is clear-eyed about the challenges ahead. Funding for early intervention, especially through Medicaid, is at risk. In states like New Jersey and New York, where the majority of children served rely on Medicaid, the future of these programs is in jeopardy. She urges policymakers to recognize that early intervention is not an expense—it’s an investment. Getting services to children between birth and age three can dramatically reduce the long-term costs associated with developmental disabilities. As Joyce explains, “We save Part B of IDEA money by intervening early, helping children reach developmental milestones before entering school.” Giving Back with Grace Joyce’s success has come full circle. A first-generation college graduate from a working-class family in Philadelphia, she never forgot her roots. In 2019, she donated $1 million to Temple University to create the Joyce K. Salzberg Center for Professional Development, helping liberal arts students prepare for meaningful careers. She also established scholarships for single mothers, recognizing how hard that journey can be. Her advice for aspiring women entrepreneurs? Network relentlessly. “You never know who will open the next door,” she says. And most importantly, listen to what others see in you. Sometimes others recognize your potential before you do. I know you are going to want to know more about Sunny Days and Joyce Salzberg. Here is where to find out more: https://www.sunnydays.com/ https://www.oxfordconsulting.com/ Listen to these other podcasts or read the blogs about them: 438: How Nicole Loftus Is Disrupting Venture Capital 437: Erika Baez Grimes: Purpose-Driven Business Transitions 436: Women, #WorkSchoolHours Can Transform Your Life Connect with me: Website: www.simonassociates.netEmail: info@simonassociates.netBooks: Learn more about our books here: Rethink: Smashing the Myths of Women in Business Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success On the ...
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    44 分
  • Victoria Woods on Women, Money, and Our Future

    Victoria Woods on Women, Money, and Our Future
    2025/07/06
    In this captivating episode of On the Brink with Andi Simon, I welcomes an unstoppable force in the world of finance, Victoria Woods—entrepreneur, wealth advisor, speaker, author, and the renowned Financial Diva. What makes Victoria’s story so compelling isn’t just her success in managing money for millionaires and billionaires—it’s how she got there, and what she’s teaching women everywhere about stepping into financial power. Victoria’s journey began in humble, even challenging circumstances. Growing up poor, abandoned by her father at 11, she learned early how to hustle, survive, and eventually thrive. From organizing games for neighborhood kids to modeling for Montgomery Ward in exchange for school clothes, she was a born entrepreneur. But it was her uncanny ability to see opportunity where others saw limits that ultimately launched her into success. Women, It is Time To Master Your Money Her first “real” pivot came while working in retail. Rather than taking a promotion, she pitched a new concierge buying service to her boss—a bold move that soon had executives handing her their credit cards and letting her shop for their wardrobes. That fearless innovation caught the attention of a financial executive who saw something unique in Victoria: resilience, determination, and an uncanny knack for follow-through. He recruited her into the world of financial advising. Seven months later, Victoria took the leap—and never looked back. Now the founder and CEO of ChappelWood Financial Services in Edmond, Oklahoma, Victoria advises high-net-worth individuals, particularly women who are often underserved or underrepresented in wealth management. But her mission is broader: to educate and empower women about their finances, especially business owners who need to understand, not fear, their numbers. Watch our podcast video on YouTube here: Key Lessons from Victoria Woods on Women, Money and Mastering Your Future 1. Your Gut Is Your Superpower—But So Are Your Numbers. Victoria reminds listeners that while your instincts matter, success demands fluency in your financials. “If you're not comfortable with the numbers, you’ve got to get comfortable,” she says. “You should be able to read your profit and loss statements, understand your balance sheet, and question your accountant.” Her practical advice: take an accounting class—even if you’re already running a company. Know your numbers or risk being run by them. 2. Don’t Outsource What You Don’t Understand. Too many women assume someone else—often a spouse—will handle their finances. Victoria pushes back. “90% of women will manage their own money at some point in their life,” she says. “You must know what you own, owe, spend, and invest.” Whether you’re growing a business, selling one, or inheriting one, financial literacy is not optional. 3. Exit on Your Own Terms. One of Victoria’s most powerful messages is about preparing for what’s next. Succession planning, business exits, and legacy planning all require strategic thought before there’s a crisis. “Don’t plan in the middle of a tornado,” she says. “Start when the sun is shining.” She shares how she’s guided women through inheriting family businesses, navigating complex buyouts, and staying strong in boardrooms full of skeptics. 4. Build Your Team with Intention. When hiring financial advisors, accountants, or legal professionals, Victoria encourages women to trust both their head and their heart. “Would you want to have dinner with this person every month?” she asks. Chemistry and clarity matter. Her book, It’s All About the Money, Honey!, includes practical questions women should ask potential advisors—plus the answers they should expect to hear. 5. Serve First, Sell Second. At the heart of her success is a simple philosophy: be the easy button. Whether solving a client’s complex tax issue or finding an international attorney for a property dispute, her focus is always service. That’s how she built a practice with 100% retention and a global clientele. “Clients don’t want more work,” she says. “They want someone who makes their lives easier.” You can read more in her book, "It's All About the Money, Honey," on Amazon. Why This Conversation about Money and Women Matters Now Women control more wealth today than at any time in history, and the number of women-owned businesses is soaring. Yet many still feel unprepared to manage that wealth with confidence. This episode is a powerful reminder that financial empowerment is about knowledge, confidence, and the courage to ask questions. As Victoria says, “Don’t take advice from broke people—physically, financially, or spiritually.” Whether you’re launching a startup, scaling a company, or planning a graceful exit, take time to get financially fluent. The future is female—and she should be well-funded. Learn More To learn more about Victoria Woods, visit ...
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    45 分
  • Building Human-Centered Workplaces in the Age of AI

    Building Human-Centered Workplaces in the Age of AI
    2025/06/13
    As our workplaces grow more complex and technology accelerates, one skill set is becoming more essential than ever: emotional intelligence. In this compelling episode of On the Brink, I spoke with Jeremy Williams, an emotional intelligence coach and consultant based in Paris, whose journey from sailing instructor to sales professional to global coach reveals how transformative emotional awareness can be—especially in our rapidly digitizing world. Jeremy’s mission is simple yet profound: help individuals and teams enhance their self-awareness, empathy, and influence to become better collaborators and leaders. His work focuses on helping fast-growth companies develop cultures where people can thrive—and it starts with how we manage emotions, especially the tough ones. Jeremy’s Journey: From the Sea to the C-Suite Jeremy began his career as a sailing instructor, where he discovered his passion for sharing knowledge. That passion carried him through various industries—from luxury motorcycles to real estate—before he transitioned into teaching business English in France. Eventually, he found his way into consulting with startups and tech companies. As these teams grew from five to fifty employees, Jeremy noticed a recurring issue: "soft skills"—now rightly called emotional intelligence—were the glue (or the gap) in how teams succeeded. It became clear: technical skills could only take a company so far. People needed to better understand themselves and each other. What Is Emotional Intelligence? As Jeremy explained, emotional intelligence isn’t a single trait. It’s a set of competencies that determine how well we relate to ourselves and others—especially when emotions run high. Drawing from the Genos model (based on Daniel Goleman’s pioneering work), Jeremy outlined six key competencies: Self-Awareness – Recognizing your own emotional state and its impact.Awareness of Others – Showing empathy and tuning into how others feel.Authenticity – Acting with integrity and consistency; “standing in your own truth.”Emotional Reasoning – Blending logic and emotion to make sound decisions.Self-Management – Managing your reactions, especially in challenging moments.Positive Influence – Inspiring others with your emotional tone and leadership. In practice, this means pausing before reacting, being present during meetings (no multitasking!), and responding constructively to tension. As Jeremy put it: “It’s how we positively deal with negative emotions.” If you prefer to watch our podcast, click here Peer Coaching for 60: A Simple but Powerful Model To foster these emotional competencies, Jeremy created the Peer Coaching for 60 program. It brings together four peers from different parts of an organization—or even different companies—for four one-hour sessions over four weeks. Each session gives one participant the “hot seat” to share a challenge, while peers actively listen, ask clarifying questions, and offer insights. Importantly, the participant steps away for part of the session to hear their peers discuss their issue candidly. It’s powerful, humbling, and affirming. The outcome? Better problem-solving, stronger connections, and a growing global network of emotionally intelligent professionals. How Emotional Intelligence Drives Engagement Jeremy’s work touches on a problem plaguing many companies today: low employee engagement. His prescription? Presence and intention. Leaders must “walk the talk”—not just display company values, but live them. Meetings should have purpose, with multitasking discouraged. He introduced the P.I.E.O. model to guide communication: Proof: What evidence supports taking action?Impact: What are the consequences of action or inaction?Energy: What resources are needed?Objective: How does this support company goals? Training employees to think and speak this way improves collaboration, productivity, and focus. AI and EQ: A Necessary Balance As we explored, AI is transforming business. But what it offers in speed, it lacks in humanity. AI pulls from averages and past data—but human insight, creativity, and relationships come from lived experience and emotion. Jeremy emphasized that the rise of AI only amplifies the importance of emotional intelligence. Roles focused on repetitive tasks will evolve. What will remain critical is how we build trust, nurture teams, and connect across cultures and experiences. Key Takeaways Emotional intelligence is your superpower in a world dominated by algorithms.Leaders must cultivate presence, empathy, and reflective decision-making.Peer coaching builds trust, insight, and leadership capacity in a scalable way.To improve engagement, simplify meetings, foster focused dialogue, and model authenticity.AI isn’t replacing us—it’s augmenting us. But what makes us human matters more than ever. Final Thoughts Jeremy’s parting message was one of optimism: Embrace this technological era. Be ...
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    37 分
  • The Real ROI: People and Culture Drive Business Value

    The Real ROI: People and Culture Drive Business Value
    2025/06/08
    In times of uncertainty, knowing what your business is worth—and how to protect or grow that value—can feel elusive. You are never sure what business you are really in. What should you do? How can you retain the value you have created and prepare for the next growth phase, or even the exit strategy? On this recent episode of On the Brink with Andi Simon, I had the pleasure of speaking with Dave Bookbinder. Dave is a business valuation expert whose groundbreaking work focuses on an often-overlooked truth: your people are your most valuable asset. Dave, the author of The New ROI: Return on Individuals, joined me to unpack how business owners can better understand, manage, and maximize the value of their companies—especially in a rapidly changing business environment. His key message? Valuation isn’t just a number. It’s a reflection of leadership, culture, and strategic clarity. Let me repeat that: Your business's value is a reflection of leadership, culture, and strategic clarity. What can Dave teach you about how to build and protect that value? The Human Side of Valuation Dave’s experience spans thousands of valuation engagements across industries. And while balance sheets highlight assets like patents and trademarks, human capital rarely makes the cut. “Every CEO says their people are their most valuable asset,” Dave points out, “but where do they show up on the balance sheet? They don’t.” That gap sparked his first book, The New ROI, which explores the critical link between culture, engagement, and enterprise value. His second, The New ROI: Going Behind the Numbers, draws from his award-winning podcast, Behind the Numbers, which focuses on how leadership and culture truly impact business performance. You will totally enjoy watching our video of the podcast here. Common Valuation Mistakes Dave shared some of the biggest pitfalls business owners face when it comes to valuing their company: Relying on rules of thumb: “Back-of-the-napkin” valuations based on hearsay can be wildly misleading. Dave recounted a client who declined a generous acquisition offer assuming better ones would follow. Years later, the business couldn’t command even half that valuation.Tax-driven financials: Many entrepreneurs minimize income to reduce taxes, only to struggle during a sale. Buyers don’t take your word for “adjusted EBITDA”—they want clean, auditable numbers.Unrealistic projections: Over-optimistic forecasts, especially those shaped like a hockey stick, often destroy credibility with buyers. “They’re buying the future,” Dave says. “And if your projections seem disconnected from market realities, they’ll discount for risk.” De-Risking Your Business to Maximize Value Buyers and investors are risk-averse. That’s why Dave emphasizes the need to "de-risk" your business: Clean financial statements: Avoid running personal expenses through the business. Have your books reviewed or audited by a CPA.Strong management team: If the business can’t run without you, it’s not scalable—or sellable.Documented processes: Institutional knowledge should live in systems, not just in people’s heads. “If your business can’t survive you getting hit by a bus,” Dave quips, “you don’t have a sellable business.” Exit Planning is a Process, Not an Event Whether you’re transferring ownership to a family member or preparing for an acquisition, Dave urges owners to think ahead. “Selling a business is like selling a house,” he explains. “You need to get an appraisal, clean it up, and understand what similar businesses are selling for.” He also warned that poorly integrated acquisitions often fail—not due to valuation issues, but because of clashing cultures. “Seventy-five to ninety percent of deals miss their synergy targets because they ignore people and culture,” he says. Why Culture is Core to Company Value As a corporate anthropologist, I know firsthand how culture shapes performance. Dave agrees. “It’s not that successful companies have a good culture—it’s that good culture drives success,” he said. When leaders overlook how work gets done—or try to impose a new cultural model without understanding the old one—they risk alienating key people and destroying value. Culture is the operating system of the business. Your People Are Your Value Dave’s work offers a refreshing, human-centric view of business valuation. Whether you're growing, planning an exit, or considering acquisitions, the lesson is clear: your people, your culture, and your credibility are the real ROI. If you’re curious to learn more, check out Dave’s books on Amazon: The New ROI: Return on IndividualsThe New ROI: Going Behind the NumbersThe Valuation Toolbox for Business Owners and Their Advisors And tune into his award-winning podcast, Behind the Numbers. Final Thought In today’s volatile market, it's not just about numbers—it's about narratives. The story...
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