エピソード

  • Money Boss Foundations: Phil McGilvray’s 30-Day Plan to Master Your Business Finances
    2025/05/05

    Phil McGilvray, a seasoned profit and cash flow strategist, offers a transformative approach to financial success for entrepreneurs. Drawing from his own journey from a high-earning corporate career to purpose-driven entrepreneurship, McGilvray developed the THRIVE framework—Transparency, Harnessing cash flow, Reclaiming joy, Investing, Vision, and Empire-building—as a practical, values-based system for long-term sustainability. He teaches that profitability must be built into a business model from day one, empowering entrepreneurs to make informed, confident financial decisions.

    At the core of McGilvray’s philosophy is the belief that entrepreneurs should always pay themselves a fair salary and price their offerings based on real value delivered—not just market norms or features. His emphasis on simplicity, financial clarity, and lifestyle alignment challenges the common hustle culture and encourages business owners to track five essential numbers monthly: revenue, salary, expenses, taxes, and profit. By integrating systems that support both personal wellbeing and financial growth, McGilvray helps entrepreneurs build businesses that serve their lives—not consume them.

    For those ready to take control of their business finances, McGilvray’s upcoming book, The Profit-Ability, will soon offer a comprehensive guide to his strategies and insights. To learn more about his work, resources, and programs—including the Money Boss Foundations course—visit his website. Stay tuned for book launch details and take the first step toward becoming the boss of your money.

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    42 分
  • Turning Pain Into Purpose: Bridget Therese Romo on Work-Life Balance and the Power of Intentional Parenting
    2025/05/02

    Join us and be inspired in this replay episode from Women Acquiring Assets, featuring Bridget Therese Romo's journey— a powerful testament to resilience, transformation, and purpose. After enduring the heartbreak of losing a child, she turned to fitness as a way to rebuild her strength both mentally and physically. This healing process sparked a deeper drive that led her to enter fitness competitions, where she discovered a passion for discipline, goal-setting, and personal growth. These qualities laid the foundation for her next chapter: entrepreneurship.

    Relocating to Houston after a divorce and facing an unexpected layoff, Therese seized the moment to start a social media management business. What began as a small effort quickly grew into an international operation with 17 clients, thanks to her authenticity, digital strategy savvy, and relentless work ethic. She’s also expanded into fitness coaching for pageant contestants, writing a curriculum for Miss Academy, and publishing a book, Strong Mind, Strong Body, all of which reflect her mission to empower young women through health, confidence, and self-awareness.

    Bridget's story is more than inspiring—it’s actionable. Her life illustrates that even the most painful moments can be turned into stepping stones for lasting impact. Whether you're navigating loss, considering entrepreneurship, or seeking to empower others, let her journey be your spark. Start by investing in your own growth, embracing the unknown, and building something greater from your challenges.

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    30 分
  • Inside The CEO Project: Jim Schleckser’s Strategy for Scaling Leadership
    2025/05/01

    Jim Schleckser is a veteran entrepreneur and leadership strategist with decades of experience guiding mid-market company CEOs through critical growth phases. Drawing on lessons from his own career, he emphasizes the importance of identifying and resolving organizational constraints—the core bottlenecks that prevent progress. Schleckser teaches that effective CEOs focus not on doing more, but on doing what truly matters: leveraging high-impact activities, fostering talent, and making strategic, data-driven decisions that ripple out to positively affect employees, customers, and communities.

    At the heart of Schleckser’s work is The CEO Project, a peer advisory organization he founded to support CEOs of $20M–$220M companies. Unlike general networking groups, The CEO Project offers curated, industry-diverse peer cohorts where leaders can openly share challenges and gain breakthrough insights from fellow executives. Its methodology draws on the Theory of Constraints and deep experience from former CEOs acting as advisors, creating a powerful structure for diagnosing barriers, accelerating growth, and building resilience in both leadership and business operations.

    The CEO Project has helped transform numerous businesses, with client success stories including revenue and profit growth many times over. CEOs involved with the program benefit from actionable insights, confidential peer collaboration, and a structured process for solving their most pressing challenges. For leaders seeking to sharpen their strategy, expand their impact, and lead with clarity, Jim Schleckser’s proven approach offers a path forward. Learn more at The CEO Project.

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    45 分
  • Forecasting Revenue with Confidence: Kyle Mealy’s Unconventional Philosophy for Success
    2025/04/30

    Kyle Mealy’s journey from lab manager to revenue strategist is a powerful example of unconventional success. Without any formal sales or marketing education, he built a unique, results-driven approach that blends both disciplines into a single, unified system. His early success scaling a karate school to $1 million in revenue laid the foundation for what would become his signature methodology—one that prioritizes systems, measurable outcomes, and business clarity over flashy tactics.

    Through his hybrid "Chief Revenue Officer" model, Kyle helps small to mid-sized businesses bridge the gap between marketing and sales, especially in companies where CEOs are still too involved in the revenue process. His tools like the Revenue Cascade and ROASS framework help business owners map the buyer journey and invest more strategically in marketing efforts. His philosophy of “Simplify. Measure. Margin.” drives sustainable, margin-friendly growth while freeing leadership from daily revenue management.

    If you’re a business owner looking to gain control over your sales process and build a system that delivers predictable, scalable revenue—Kyle’s new book Revenue Cascade will be an essential guide. Visit his website and learn how to break down the buyer journey, identify revenue leaks, and transform your marketing and sales efforts into a cohesive, results-driven engine.

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    38 分
  • Lead Generation Strategies That Actually Work: Michael Falato on Ethical Outreach Automation
    2025/04/29

    Michael Falato brings a refined, results-driven approach to lead generation that prioritizes quality over volume. By automating the top of the funnel while leveraging human expertise for qualification, he ensures that outreach efforts lead to meaningful conversations—not just clicks or cold responses. His process involves highly targeted messaging, proper technical setups for email deliverability, and smart follow-ups that uncover real buyer intent. Falato's emphasis on precision, personalization, and discovery-driven sales sets his strategy apart in a crowded market.

    He also warns against common pitfalls in automation, particularly on platforms like LinkedIn, where aggressive outreach can result in bans or reputational damage. Instead, Falato advocates for nurturing relationships through thoughtful engagement and event-based touchpoints. His use of AI is strategic—focused on augmenting, not replacing, human communication—while his technical rigor ensures inbox placement and compliance are never compromised. For sales leaders and founders looking to scale sustainably, his methods offer a repeatable, high-impact model.

    Falato and his team have the capacity to safely send over 20,000 emails and 10,000 LinkedIn activities per month for lead generation. He regularly works with companies to create strategies aimed at securing their top 25 target accounts within a 90-day window. To explore a tailored approach, schedule a brief Zoom meeting with him here.

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    31 分
  • Jen Kem’s Unicorn Team Method: Building Teams That Spark Innovation
    2025/04/28

    Jen Kem is a dynamic business strategist and author whose leadership philosophy centers around working smarter, not harder—a concept she calls fancy lazy. Rooted in her upbringing in a Hawaiian plantation town with Filipino immigrant grandparents, Kem blends cultural wisdom, psychological insight, and business acumen to help individuals and organizations align their energy with their goals. Her career spans decades in tech marketing and entrepreneurship, all shaped by her belief in authenticity, strategic effort, and legacy-building.

    At the core of Kem’s work is The Unicorn Team, a framework that identifies nine leadership types through the Unicorn Leadership Type Assessment (ULTA). This system helps leaders build high-performing teams by aligning people with their natural energy and contributions. Her approach challenges traditional leadership models by emphasizing the value of energy over time and encouraging innovation through authenticity, conflict navigation, and strategic team evaluation—including a 100-day assessment to ensure team fit.

    If you're ready to lead with clarity, build a team that thrives, and redefine success on your own terms, Jen Kem’s book The Unicorn Team is your essential guide.

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    51 分
  • Woven with Purpose: How Andeana Hats is Changing Lives in Peru with Laura Grier
    2025/04/25

    Join us and be inspired in this replay episode from Women Acquiring Assets, featuring Laura Grier’s journey as a travel photojournalist and entrepreneur rooted in a passion for cultural preservation and meaningful impact. Through her global travels and work with National Geographic, she witnessed firsthand the beauty and fragility of indigenous traditions. This inspired her to co-found Andeana Hats, a socially driven business that partners with Quechua women in Peru to create handcrafted hats. Each piece incorporates sacred weaving techniques and symbols that carry deep cultural and spiritual significance, providing the artisans with fair wages and sustainable income while celebrating their heritage.

    Andeana Hats is more than a fashion brand—it’s a movement that empowers women, honors ancient craftsmanship, and bridges worlds through intentional design. By paying artisans upfront and educating them on valuing their skills, the business has sparked economic and social transformation within their communities. Many of these women are experiencing financial independence for the first time, and their families are now supported by a business that values purpose over profit. Laura’s philosophy centers on collaboration, cultural exchange, and starting small with a big vision, making Andeana a blueprint for conscious entrepreneurship.

    Support the mission of Andeana Hats and be a part of this transformative journey. By purchasing an Andeana hat, you’re directly empowering Quechua women and helping preserve their culture and craft. Explore the collection today and make a meaningful impact through your choice. Visit their website to shop and support a business that values people, culture, and purpose.

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    37 分
  • The Cultiveight Method: Caroline Crawford on Why “Less Is More” Works in a Noisy Marketing World
    2025/04/24

    Caroline Crawford, founder of Cultiveight, brings a refreshing perspective to marketing with her less is more philosophy. With a background in journalism and over a decade of experience in social media and content strategy, she saw firsthand how many businesses were overwhelmed by the pressure to do everything at once. This led her to create Cultiveight—a company built to help founders and small teams cut through the noise, focus on strategy, and implement sustainable marketing systems that actually work.

    At the heart of Caroline’s approach is intentionality. Rather than chasing every new trend or platform, she helps businesses craft marketing strategies that align with their brand identity, audience behavior, and team capacity. Her insights have empowered many founders to reduce burnout, increase engagement, and rediscover joy in how they show up online. Cultiveight isn’t about doing more—it’s about doing what matters, and doing it well.

    Ready to simplify your marketing and stand out in a crowded space? Download Caroline Crawford’s free 3-step guide: Cultivate Your Competitive Edge. This practical resource will help you clarify your marketing focus, streamline your efforts, and build a strategy rooted in what makes your brand truly unique.

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    38 分