Disruptive Successor Podcast

HIGHLIGHTS What does SEO look like today? Don't just focus on digital marketing Avoid DIY website builders  Pay attention to your reputation outside your website Content, Links, and Search Behavior: The trifecta of SEO Leverage the data from paid ads to improve your SEO Hire expert guidance for Paid Ads Ensure that your public information listings are correct  Pay attention to your Google Reviews...

HIGHLIGHTS 03:11 Perfectionism as a blessing and a curse 07:49 Developing oneself as a leader to expand business 11:38 Breakthroughs often come with a different set of problems  16:12 The first blind spot: doing way too much  18:53 The second blind spot: flying blind 21:02 The third blind spot: fighting fires  23:29 The fifth blind spot: failing to forecast 30:52 You can minimize, but not escape t...

HIGHLIGHTS 03:44 Reputation management is crucial to success in business 08:19 Reputation is a measurable asset 13:34 Reputation management and crisis management are inextricably linked  24:22 What family businesses can learn about crisis management 25:33 How to go from good to great crisis response  28:45 The keys to success in a crisis is speed 34:50 Move fast, but don't break things QUOTES 05:3...

HIGHLIGHTS  02:34 Always being at the tip of innovation and learning how to be innovative 07:33 A.I. and psychographics: Automating admin and ushering disruption  14:01 Training companies to become disruptive requires a mindset shift 23:31 Rethinking business model, product and service to serve customer needs 30:57 The 10th person rule: Diversity of thought in the workplace drives innovation 37:12...

HIGHLIGHTS  05:41 SMEs need fluency in the language of business  10:28 Cash flow statements: 2 interpretations by business owners and investors 15:59 Small Giants is for companies who choose to be great instead of big 22:21 Visioning: Envisage what success is in a specific time in the future 28:31 Write frustrations and their inverse, score self in key attributes and where they are at the point of...

HIGHLIGHTS  04:15 CMA vs CPA: A question of being strategic vs tactical 09:07 A love for small businesses and preparing them to sell  11:23 Strategic planning to sell: Start with core values and culture first 16:16 Everyone benefits by having a second in command 19:30 Review your financial statements regularly and identify your ideal customer 25:16 Increase sales: Optimize leads, conversions, and...

HIGHLIGHTS  02:58 Family business fears that stifle growth on rebranding and reputation   07:41 Finding your company's strengths and weaknesses 12:33 Solve for Y System: Prioritization, Alignment, and Execution 17:53 A scalable brand aligns its strategy to its metrics of success 22:49 Brand promises: Align guarantees to customer desires   28:05 Setting up a company either for legacy or acquisition...

HIGHLIGHTS  03:59 Entering the family business and realizing areas of improvement 07:50 Taking action with a business coach to improve the company 11:09 Action areas: Hiring, org chart, "Vital Few, Trivial Many" 15:21 Book recommendation: What the Heck Is EOS? 17:31 Making metrics and accountability company priorities 23:06 Adapting to online work and and a methodology of rating meetings 29:41 Sim...

HIGHLIGHTS 02:51 Hillary's family background and how her grandfather started the roofing business for the entire family 08:22 Leadership of high school students vs leadership of people in paid jobs  13:59 Inspirations and motivations to keep going and improving 21:26 Hillary's different take of running the family business compared to her father 25:27 Women in the roofing industry and why Hillary i...

HIGHLIGHTS   04:09 Nurturing a work ethic with Rich's family dry cleaning business  09:39 Riots in the 60s were a major challenge to the business 12:42 Setting boundaries for the success of a family business 19:38 Family dynamics: Taking responsibility and expectations  24:19 People Time & Money : Rich's wisdom in managing a business 30:21 Managing people and salaries cannot be personal 36:13...

HIGHLIGHTS 02:58 Working in Miller Heiman and the lack of succession planning 07:51 Not wanting to run the company anymore: An indicator to sell or plan succession 10:30 Miller Heiman sales training is for companies with complex sale 18:08 Case study: $12M software company complex sale 25:32 CEO role in sales: Carrying the vision and meeting with the proper people 31:07 Sales playbooks: What kinds...

HIGHLIGHTS   03:18 Tech is currently not a family business space as it requires fast ROI 05:51 Kelvinator of India: Rustom's father had strategic alliances in his DNA  09:06 Kelvinator is sold to Whirlpool and JRD Holdings Group is christened 12:33 The family business: Trust and communication are needed for succession  17:13 Transitioning from a web of trading companies to investment holdings 21:0...

HIGHLIGHTS   04:51 Learning conflict negotiation and navigating difficult conversations  11:07 Assertiveness: If one party perceives a problem, then it is a problem 15:04 The 3 Positions: My POV, your POV, and a 3rd person's POV 20:59 Reaching out and starting from a place of empathy 24:35 Address actions specifically and be aware of your contributions to the problem 31:31 Defining a good outcome...

HIGHLIGHTS   02:02 Kasel Rocks is a people-first company 04:39 Transforming into a high-level landscaping company began with personal change 08:09 The catalyst for change: Hitting rock-bottom and going to rehab 10:19 Leadership and hiring: Respect for time and problem-solving are winning traits  15:29 Learning the values of communication and entrepreneurship from childhood  17:32 Honing the athlet...

HIGHLIGHTS   03:03 The genesis of Duct Tape Marketing 08:34 The marketing hourglass: Organizing behavior vs creating demand  13:23 Explaining the Customer Success Track 20:40 Serving your ideal client profile 23:51 The Ultimate Marketing Engine: 5 Steps to Ridiculously Consistent Growth 32:28 Implementing The Ultimate Marketing Engine as your company strategy 38:14 Connect with John QUOTES 04:39 "...

HIGHLIGHTS   03:46 Tony's books: What they're about and what's coming 08:59 Manipulate these 4 capitals at your disposal and money will come to you 25:41 Succession and legacy planning: Do you like giving to charity? 29:22 Challenges to succession planning and understanding G1 thinking 34:28 Taxes versus charities: Know how your money helps others 36:51 Practice Q planning and reap strategic bypro...

HIGHLIGHTS   02:40 Patti's background and introduction to ESOPs 07:38 Protect your employees by selling the company to them  12:23 Defining ESOP and "the second bite of the apple" 19:48 How to grow exponentially with an ESOP 28:14 When to exit via ESOP 31:31 Step-by-step: How to setup an ESOP  40:41 The owner of the business can be seller and become the trustee QUOTES 09:38 "I think, in my opinion...

HIGHLIGHTS   04:30 Justin takes a grassroots approach to running his family business 09:57 The different roles of family as motivators to success 14:34 Leadership books, earning respect as the leader, and learning constantly 24:13 Empathy and developing leaders vulnerability 32:47 Difficult conversations: When employees can't keep up with company growth  39:25 A dirt bike accident gives the team t...

HIGHLIGHTS 03:35 Stage 1 of succession planning: Initial Planning 06:11 Stage 2: Leadership coaching of the next generation 09:11 Stage 3: Transition planning 11:38 Stage 4: Post-transition  14:09 Stage 5: Purchase and sale 16:28 Common challenges and letting the next generation take on bigger roles  24:36 Realizing when it's better to sell than transition 27:37 Disruptors: Innovation in product a...

Pat Soldano is the President of Family Enterprise USA; its mission is to promote the growth of family businesses in the US. In addition, she is the Founder and President of Policy and Taxation Group; it works with national legislators to reform/repeal the gift, estate, and generations skipping taxes. She is Principal Advisor to the Drucker School Global Family Business Institute, a CSUF Family Bus...

Jenny Dinnen’s true passion is to inspire people/companies to think beyond what they’re currently doing and empower them to act on that inspiration. As a transformational business leader and certified Futurist, Jenny is in charge of driving innovation, excellence, and growth for MacKenzie Corporation and empowering its key clients across industries to achieve their goals. She focuses on developing...

Tom started his first company when he was 20 and bought his first business when he was 21. He was driven by the idea that he could create a life that he controlled. One where he could make his own decisions, create his own life/work balance, and pocket every dime he earned. By the time he was 35, he had built, bought, and sold twelve businesses and was able to retire. Being an entrepreneur and sma...

Nike Anani is an entrepreneur and a Consultant. She was rated as a top-100 Family Business Consultant globally. She helps her clients bridge the gap between the senior and younger generations. As a result, they communicate, collaborate, and collectively gain clarity, to increase profit and productivity in their family businesses. With over a decade of family business expertise in Africa, Nike help...

Dave Specht serves as the Director of the Global Family Business Institute at The Drucker School of Management. He is an ambassador for the family-owned business and writes, delivers keynote speeches, and develops programs on topics related to the family business. Dave is the author of "The Family Business Whisperer" and has a consulting firm called "Advising Generations." Before this role, he dev...

Scott Snider is the nationally recognized industry leader, growth specialist, and lifetime entrepreneur who is the President of the Exit Planning Institute (EPIC) and leads the strategic direction and growth of the company while also overseeing the operations. Having purchased the organization in 2012 with his father, Chris Snider, Scott assumed the leadership role where he expanded the company re...