Episodios

  • Episode #506: Breaking Panic Attack Barriers-Ania Wysocka on Rootd and Mental Health Awareness

    Episode #506: Breaking Panic Attack Barriers-Ania Wysocka on Rootd and Mental Health Awareness
    Jun 25 2024
    Ania Wysocka experienced her first panic attack during university which subsequently set off a spiral of fear and negative changes in her life. Initially not understanding what was happening made the situation extremely challenging. This frustration fueled her determination to find a solution. After learning about some tools to help heal and manage her panic attacks, she realized the need for a much more accessible resource. Recognizing that she, like most, always have her phone with her, she decided to create an app to provide an immediate and helpful solution. To say the app was much needed and highly received, would be putting it mildly. Root'd now reports over 3 million users! Pete and Ania explore the science behind panic attacks, how Rootd takes a slightly different approach then others, and its broader impact on anxiety management. We'll also dive into the entrepreneurial aspects of building a social impact business, Ania's approach to balancing work and life, her strong belief in the freemium model, becoming an 'accidental entrepreneur,' and the ever-evolving conversation around mental health. Regarding her pricing model Wysocka states, "It did make me butt heads a bit with potential investors and with judges of different VC competitions that Rootd was in, because they were under the impression that you shouldn't have that much free content. On the flip side, however, that's really how we grew organically . . . people sharing it with their friends. There's no hard paywall. You can go and you can get value from it immediately." Key themes discussed App modeled on creator's expertise.Pricing app with a freemium model, early entrepreneurship lessons.Cultural shift in talking about mental health.Wholesale code, product augmentation, growth corporate wellness programs.Employers focus on low employee app usage. A few key takeaways: 1. Ania's journey began with her own experience of having a panic attack during her senior year in college. This personal crisis highlighted the lack of immediate resources and information available, driving her to create the Rootd app. 2. Attacks involve the activation of the nervous system, which can lead to various physical symptoms such as increased sweating, heart palpitations, and seeing stars, along with mental effects like negative thoughts and the sensation of impending danger or death. 3. Rootd is designed to provide immediate relief for panic attacks using cognitive therapy techniques. The app offers two approaches – facing the panic attack head-on or using prompts to manage and calm the symptoms, thus helping activate the parasympathetic nervous system. 4. The app has grown significantly, reaching 3 million users, mainly through organic growth, word of mouth, and strong app store optimization. It has received high user ratings and numerous positive reviews, which bolster its credibility and user trust. 5. Rootd operates as a social impact business, balancing free and premium content to ensure accessibility while also generating revenue. The app has also expanded into the B2B space, partnering with employers and therapists to provide support for mental health, demonstrating its utility in reducing ER visits and improving workplace well-being and performance. Click here to download transcript. Resources: Ania Wysocka: https://www.linkedin.com/in/ania-wys/ Rootd App: https://www.rootd.io/ Prospect Wizard: http://www.theprospectwizard.comPromotion Vault: http://www.promotionvault.comHigherDose: http://www.higherdose.com Connect With Us: Instagram: https://www.instagram.com/thehaloadvisors/?hl=en Facebook: https://www.facebook.com/Integritysquare YouTube: https://www.youtube.com/@halotalks LinkedIn: https://www.linkedin.com/company/integrity-square/ Website: https://www.halotalks.com Loved this episode? Leave us a review and rating here: www.ratethispodcast.com/halotalks and don't forget to check out the HALO Academy for Executive Education opportunities.
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    28 m
  • Episdoe #505: Navigating the Recovery Tech Landscape with Brynn Scarborough, CEO of JK Products

    Episdoe #505: Navigating the Recovery Tech Landscape with Brynn Scarborough, CEO of JK Products
    Jun 21 2024
    Brynn Scarborough, CEO of JK Products, has been instrumental in revolutionizing the recovery space through her innovative approach and forward-thinking vision. With over 40 years of experience in the tanning and sunshine sector, Scarborough's company expanded its focus about five to six years ago to include stackable amenities in recovery and wellness spaces. Anticipating industry trends long before they became mainstream, she began exploring touchless and labor-free modalities even before the global pandemic sped things along in that direction anyway. Her contributions have positioned her as a pioneer in integrating advanced wellness solutions into the HALO sector. On maximizing boutique fitness revenue, she states, "Whether it's a massage, whether it's red light, whether it's recovery . . . there are multiple things you could do that don't add staff and don't take up extra extra square footage that you don't already have, things that get that extra click out of every person that comes through the door, or get those few percentage that moves the needle." Key themes discussed Diverse modalities enhance foot traffic and profits.Competing med spas are damaging health club business.Traditional fitness industry needs to adapt to recovery space.Loyalty in boutique fitness is a problem.Remodeling opens space for fitness equipment variety.Brands focus on education and messaging impact. A few key takeaways: 1. Brynn highlighted the significance of touchless and labor-free modalities such as dry water massage and red light infrared technology. These not only enhance recovery and wellness, but also address current challenges like labor shortages and rising labor costs. 2. The conversation about wellness and recovery has significantly shifted, especially post-COVID. Consumers now expect more from their fitness experiences beyond the traditional "no pain, no gain" model. Fitness centers need to integrate up-regulation (workouts) and down-regulation (recovery) offerings to meet these new expectations. 3. There's a huge opportunity for clubs and studios to repurpose underutilized spaces, such as areas used for towels or other non-revenue generating purposes. Adding recovery amenities like compression technology, red light therapy, and dry water massage can significantly boost revenue without substantial increases in overhead. 4. For gym owners who are hesitant to remodel, the WellSystem water massage is highlighted as an initial investment. This product is great because it can be placed in open spaces, requires minimal staff intervention, and has a quick ROI. This approach helps gradually introduce recovery services into fitness centers. 5. Brynn addressed the need for integrated recovery protocols tailored to individual fitness routines. While the technology for various recovery modalities is available, the industry still lacks comprehensive guidance for users on how to optimize these services. Educating both consumers and fitness facility operators remains crucial for successful integration and utilization of these recovery solutions. Click here to download transcript. Resources: Brynn Scarborough: https://www.linkedin.com/in/brynnscarborough/ JK Products: https://jkproducts.us/WellSystem: https://wellnessjk.com/wellsystem/ Prospect Wizard: http://www.theprospectwizard.comPromotion Vault: http://www.promotionvault.comHigherDose: http://www.higherdose.com Connect With Us: Instagram: https://www.instagram.com/thehaloadvisors/?hl=en Facebook: https://www.facebook.com/Integritysquare YouTube: https://www.youtube.com/@halotalks LinkedIn: https://www.linkedin.com/company/integrity-square/ Website: https://www.halotalks.com Loved this episode? Leave us a review and rating here: www.ratethispodcast.com/halotalks and don't forget to check out the HALO Academy for Executive Education opportunities.
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    25 m
  • Episode #504: Tessa Arnold on Shifting Careers and Founding Snapback Energy

    Episode #504: Tessa Arnold on Shifting Careers and Founding Snapback Energy
    Jun 19 2024
    In this episode, host Pete Moore sits down with Tessa Arnold, a former banker turned wellness entrepreneur, HALO evangelist, and Co-Founder of Snapback Energy. She shares her journey from a 12-year career in commercial banking into the entrepreneurial space. She dives deep into the challenges and triumphs of transitioning industries, the importance of balance in life, and her passion for Ayurvedic health coaching. Tessa discusses the development of her patented supplement formula, her dedication to giving back to veterans, and the insights she's gained on living a fulfilling life while trying to balance the demands of running a new business. On building out the company, Arnold states, "I think my background in banking helped because I was a project manager. I knew how to do things methodically and figure out who I needed to reach out to and bring in . . . So working with my team, bringing in a food scientist, going through a ton of variations and developing our formula to what it is today was an incredible learning process. I couldn't have done it without them. . . We worked to push through and get the patent, which took us 3 tries to get!" Key themes discussed Struggling to balance work, family, and self-care.Challenges of work-life balance and financial pressure.Banking project manager leverages skills for success.Emphasizing authenticity and enforcing patent process.Commercial banking experience, passion for wellness products.Balance and self-awareness lead to creativity.Choose life's direction, act courageously, embrace fear. A few key takeaways: 1. Tessa transitioned from a structured, fast-paced career in banking to becoming a wellness lifestyle coach and entrepreneur. She emphasized the importance of self-awareness and realizing when career complacency starts to affect one's well-being and personal fulfillment. 2. Tessa Co-Founded SnapBack Energy, a supplement company with a patented formula aimed at overall wellness, particularly supporting liver function. The development process involved working closely with a food scientist and the community to ensure the product's efficacy and market appeal. 3. Arnold also discussed the very difficult decision of leaving a stable and financially secure career to pursue something that made her genuinely happy. This involved significant personal sacrifices and risk-taking, but ultimately led to a more balanced and fulfilling professional and personal life. 4. Tessa also reveals how integral the authenticity and efficacy of SnapBack Energy’s product is to their brand. They patented their unique formula to distinguish themselves in a very competitive market and emphasized the importance of standing by their claims through rigorous validation processes. 5. As a wellness lifestyle coach specializing in Ayurvedic health, Arnold focuses on helping clients achieve balance through a highly personalized approach. She highlighted the importance of addressing both mental and physical well-being and encourages people to incorporate practices like meditation and mindfulness into their daily lives. Click here to download transcript. Resources: Tessa Arnold: https://www.linkedin.com/in/tessa-arnold-pmp-b40418129/ Snap Back Energy: https://snapbackenergy.com/ Prospect Wizard: http://www.theprospectwizard.comPromotion Vault: http://www.promotionvault.comHigherDose: http://www.higherdose.com Connect With Us: Instagram: https://www.instagram.com/thehaloadvisors/?hl=en Facebook: https://www.facebook.com/Integritysquare YouTube: https://www.youtube.com/@halotalks LinkedIn: https://www.linkedin.com/company/integrity-square/ Website: https://www.halotalks.com Loved this episode? Leave us a review and rating here: www.ratethispodcast.com/halotalks and don't forget to check out the HALO Academy for Executive Education opportunities.
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    27 m
  • Episode #503: From Financial Adviser to Children's Author-Larry Blundred, Pickleball & Ollie Otter

    Episode #503: From Financial Adviser to Children's Author-Larry Blundred, Pickleball & Ollie Otter
    Jun 13 2024
    Larry Blundred found solace and a new passion through an unexpected yet heartwarming intervention by friends. In the wake of his wife's passing due to a brain tumor, Larry was navigating a tumultuous period, balancing the demands of his job and his role as a caretaker. Amidst all this, he was introduced to pickleball by two friends. Initially unfamiliar with the game and without a paddle, he quickly embraced the sport, finding both emotional refuge and camaraderie on the court. His journey into pickleball became transformative, providing much-needed emotional therapy and a new community of supportive friends. Listen now to hear Larry's story of how this inclusive, community-driven sport transformed his life, inspiring him to create children's books and spread the joy of pickleball. Pete and Larry talk about the emotional and social benefits of the game, its global appeal, and the importance of maintaining its core values amidst growing commercialization, and how he ended up writing a children's book! "It was community therapy," Blundred states. "I'd gotten a little soft from a lack of physical activity, and it re-energized me, But it's especially the community component associated with the sport that has driven into writing children's books to elevate the sport in people's minds as a means to grow physically, spiritually, emotionally." Key themes discussed Pickleball re-energized and inspired community-focused authorPickleball related medical expenses and youth participation.Pickleball fosters community and encourages diverse participation.Author partners with organizations to support education.Investment concerns for private pickleball clubs.Excited for evangelists to promote kids' pickleball books. A few key takeaways: 1. Larry Blundred delved into how pickleball has significantly impacted his life emotionally and creatively. It not only helped him manage his emotional health but also inspired him to write children's books that focus on family values and the sport itself. 2. One of the major themes was the inclusive nature of pickleball. Both Pete and Larry emphasized how the sport welcomes players of all ages and abilities. Whether you're someone with ADHD, in a wheelchair, or living with autism, you can find a place within the pickleball community. 3. Larry recounted his experience playing pickleball in Edinburgh, Scotland, noting the similar inclusive and welcoming environment as he found in his hometown of Cincinnati. This consistency underscores the universal appeal and community spirit of the sport worldwide. 4. Larry expressed some concern about the increasing commercialization of pickleball. He cautioned that the influx of larger investors and the drive for profits could potentially alter the core values of community and accessibility that make pickleball special. It's crucial to maintain these values to preserve what makes the sport unique. 5. A significant focus was also on involving younger generations in pickleball. Blundred highlighted the importance of fostering family dynamics and community through the sport. He shared stories from his children's books, emphasizing how anyone, regardless of physical abilities, can be introduced to and enjoy pickleball. Click here to download transcript. Resources: Larry Blundred: https://www.linkedin.com/in/lawrenceblundred Ollie Otter Books: https://www.ollieotterbooks.com/How Pickleball Saved Ollie Otter: https://www.amazon.com/How-Pickleball-Saved-Ollie-Otter/dp/1954116063 Prospect Wizard: http://www.theprospectwizard.comPromotion Vault: http://www.promotionvault.comHigherDose: http://www.higherdose.com Connect With Us: Instagram: https://www.instagram.com/thehaloadvisors/?hl=en Facebook: https://www.facebook.com/Integritysquare YouTube: https://www.youtube.com/@halotalks LinkedIn: https://www.linkedin.com/company/integrity-square/ Website: https://www.halotalks.com Loved this episode? Leave us a review and rating here: www.ratethispodcast.com/halotalks and don't forget to check out the HALO Academy for Executive Education opportunities.
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    31 m
  • Episode #502: Mastering Resume Writing and Career Pivots with Barbara Safani

    Episode #502: Mastering Resume Writing and Career Pivots with Barbara Safani
    Jun 11 2024
    Barbara Safani began her career in human resources with a specialization in recruiting candidates. Her career took a transformative turn when she found herself searching for new opportunities and ended up having to revamp her own professional narrative. This provided her with valuable insights into the many challenges job seekers face. Motivated by her newfound perspective, she decided to leverage her recruitment skills to help candidates present themselves more effectively to potential employers. She now dedicates herself to aiding job seekers in crafting compelling resumes and narratives to successfully land their desired positions. With 14 international awards to her name and a wealth of credentials, Barbara owns Career Solvers, and has dedicated herself to helping others successfully navigate their own career paths. Host Pete Moore and Executive Producer David Ganulin dive into Barbara's journey from human resources and recruiting to becoming a highly sought-after career coach. They explore the intricacies of resume writing, the importance of LinkedIn, and how to effectively communicate your career journey. Whether you're looking to pivot industries, understand the value of transferable skills, or simply want tips on job searching in today's market, this episode is packed with valuable insights. If you choose to seek professional help, Safani states, "If somebody does decide they want to work with someone professionally, it can be a little bit daunting. It's not a super regulated industry. I would encourage people to do their homework. There there are multiple certifications that resume writers go through in order to really hone their writing skills. If you're working with somebody or if you if you inquire to somebody, ask them if you'll be working with them or someone on their team. Because you might like that person or develop a rapport, but then you're handed off to somebody else." Key themes discussed Transitioned from HR to career coaching expertise.LinkedIn complements traditional resumes, but has limitations.Resumes should highlight achievements, not just tasks.Explaining job transitions and balancing job search.Candidates overlook red flags, need industry transition.Choose authentic but non-damaging weaknesses for interviews.Appreciate your impact and mentorship in community. A few key takeaways: 1. Safani emphasizes the importance of identifying and highlighting transferable skills when changing careers. She points out that many skills acquired in one industry can be relevant and valuable in another. 2. Resumes should tell a story of accomplishments rather than just listing job responsibilities. Barbara advises job seekers to focus on how their actions benefited their employers, thus creating a compelling narrative that showcases their impact. 3. While LinkedIn is an essential tool for professional networking and visibility, it has limitations. A thoughtfully crafted resume can provide more detailed and specific information suited to particular job applications. Both should be used in tandem to complement each other. 4. Barbara highlights that most people secure jobs through relationships rather than by applying online. She advises job seekers to use their resumes as tools to anchor conversations and build relationships with potential employers, rather than relying solely on online job portals. 5. It is important to account for transitions and explain any gaps or frequent job changes upfront on a resume. Employers may make assumptions about gaps or job hopping, so providing context, such as a role being ended due to downsizing or a consulting gig, can help eliminate potential biases and lead to more productive conversations. Click here to download transcript. Resources: Barbara Safani: https://www.linkedin.com/in/barbarasafani/ Career Solvers: https://www.careersolvers.com/ Prospect Wizard: http://www.theprospectwizard.comPromotion Vault: http://www.promotionvault.comHigherDose: http://www.higherdose.com Connect With Us: Instagram: https://www.instagram.com/thehaloadvisors/?hl=en Facebook: https://www.facebook.com/Integritysquare YouTube: https://www.youtube.com/@halotalks LinkedIn: https://www.linkedin.com/company/integrity-square/ Website: https://www.halotalks.com Loved this episode? Leave us a review and rating here: www.ratethispodcast.com/halotalks and don't forget to check out the HALO Academy for Executive Education opportunities.
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    28 m
  • Episode #501: Lowering Energy Costs for Health Clubs-with David Energy CEO, James McGinniss

    Episode #501: Lowering Energy Costs for Health Clubs-with David Energy CEO, James McGinniss
    Jun 6 2024
    James McGinniss is the Co-Founder and CEO of David Energy, a technology-enabled electricity provider that caters primarily to multi-location businesses, quick-serve restaurants, and fitness brands, with a special emphasis on the latter. A mechanical engineering Master's graduate from the University of Texas, James was drawn to the renewable energy sector during a significant solar and wind power boom in the state. Witnessing firsthand the economic opportunities in solar, he recognized this as a pivotal moment in the industry and was inspired to contribute to the burgeoning field. David Energy aims to solve various energy-related challenges for its clients, leveraging technology to enhance efficiency and sustainability. MCGinniss also discusses how their platform not only offers lower and fixed pricing to safeguard against market fluctuations but also leverages smart technology to optimize energy use and drive cost savings. They explore case studies, including a compelling example of a fitness franchisee saving $11,000 in energy costs in just the first year. Pete and James also touch on the broader implications of these savings, from enhancing business valuations to providing peace of mind for owners wary of scammy energy rates. There are a variety of things that can happen where owners end up paying much more than they have to. James states, "The provider could miss-bill them for the wrong amount of volume. There's something called slamming, where providers just fraudulently sign up locations to their electricity supply rate, without the the owner knowing, because they've done it with the GM on-site or something. They could be paying twice as much as they should be . . . and there's a lot more." Key themes discussed Enforce thermostat rules, monitor HVAC, audit bills.Business models sharing savings, diminishing returns concern.Understanding electricity providers, regulation, and competition.Energy cost savings through efficient energy management.New technologies transforming energy use and distribution.Options to lower fixed costs and implementation. A few key takeaways: 1. James discussed how his company stands out by providing fixed electricity rates to protect customers from market price fluctuations. This financial predictability helps businesses plan their budgets more effectively. 2. David Energy primarily targets multi-location businesses. Their technology-driven approach, involving smart thermostats and energy monitoring, has proven effective in reducing electricity costs. 3. The company’s process for onboarding new customers is designed to be efficient and minimally disruptive. Signing a contract, setting a start date, and installing necessary devices can be completed quickly, sometimes in just a few hours. 4. David Energy works with a range of businesses, from small gym owners to large corporate clients, aiming to provide substantial savings opportunities. Their mission is to bring advanced energy technologies to segments that have previously lacked access, thereby simplifying energy optimization for owners who lack the time to dive into this further. 5. Pete emphasized that the energy cost savings achieved through David Energy could significantly impact the valuation of a business. He suggested that the savings could multiply the business's sale price by 5 to 8 times the initial savings amount, highlighting the strategic importance of energy optimization in business planning. Click here to download transcript. Resources: David Energy: https://bit.ly/david-energy James McGinniss: https://www.linkedin.com/in/james-mcginniss-20b315101/ Prospect Wizard: http://www.theprospectwizard.comPromotion Vault: http://www.promotionvault.comHigherDose: http://www.higherdose.com Connect With Us: Instagram: https://www.instagram.com/thehaloadvisors/?hl=en Facebook: https://www.facebook.com/Integritysquare YouTube: https://www.youtube.com/@halotalks LinkedIn: https://www.linkedin.com/company/integrity-square/ Website: https://www.halotalks.com Loved this episode? Leave us a review and rating here: www.ratethispodcast.com/halotalks and don't forget to check out the HALO Academy for Executive Education opportunities.
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    30 m
  • Episode #500: Navigating Private Equity and Corporate Growth with Pete Moore

    Episode #500: Navigating Private Equity and Corporate Growth with Pete Moore
    Jun 4 2024
    In today's special episode (big #500!) host Pete Moore hands the mic to industry veteran Al Noshirvani and dives into a wealth of topics currently affecting the HALO (Health, Active Lifestyle, Outdoor) sector. Listen for insightful stories about overcoming business challenges, from employee and landlord issues to the complexities of deal funding, and aligning management teams. Pete shares his personal and professional experiences and Al (who has been "in the room" on some deal closings) praises Pete's innovative, out-of-the-box, deal-closing abilities and delves into how to maintain optimism and transparency in business transactions. Pete continues and discusses the pressures of public markets on companies like F45 and Peloton, and the high debt burdens imposed by private equity. He goes on to explore the need for gyms to adapt to emerging trends, such as family fitness and workout recovery, and lays out his vision for the future of the HALO space among societal health concerns. Finally, Moore hits hard on the (ever present, ultimately harmful, and yet still ongoing) "race to the bottom" in gym membership pricing, and his optimistic views on expanding activities like pickleball. On "irrational development" Pete states, "There's enough private equity out there so that you don't have to subject yourself to running a public company in the spotlight. Just keep it private, and run it methodically . . . I think the push to go public can cause people to get over their skis. And then when you do that, you crash hard. So that's gonna be an unfortunate black eye in the industry." Key themes discussed Entrepreneurship driven by personal frustration, innovation.Understanding movie, discipline, and successful private equity.Club shirts, logo on, opportunity for growth.Public markets demand consistent performance from businesses.Private equity, F45 went public, financial pressures.Poor balance sheets affect good businesses. Be aware.Fair and transparent transactions for mutual satisfaction.Negotiating partnership deals with fair equity impact.Independent sponsors lack committed capital, seek funding.Negatives controls are positive; consent needed. A few key takeaways: 1. Pete dives into the intricacies of handling various obstacles in business deals, from employee issues and landlord disputes to the complexities of securing funding. He underscores the importance of maintaining optimism, transparency, and fostering fair and collaborative agreements for all parties involved. 2. Moore shares his personal fitness journey, highlighting the benefits of early workout to kickstart the day. Additionally, he discusses the importance of focusing on workout recovery, emphasizing the need for health clubs to integrate recovery programs to enhance member satisfaction and performance. 3. Moore and Noshirvani delve into the psyche of entrepreneurs, pointing out that personal frustrations often drive the inception of new companies. They compare different rounds of investment to experiments, where deliberate growth strategies are crucial. Moore shares his experience and tips on dealing with entrepreneurs as an investment banker, stressing the criticality of addressing potential background check issues and managing confidentiality towards the end of a deal. 4. The podcast offers a thorough examination of the fitness industry's growth and challenges. Pete discusses the pressure on companies like F45 and Peloton upon going public, given their low franchisee financials compared to competitors. He also touches on the increasing involvement of private equity leading to high debt burdens on companies. The episode suggests that managing expectations is vital, regardless of whether a company is privately held or publicly traded. 5. Moore expresses optimism about the future, highlighting the potential amidst societal health concerns and the expansion of varied fitness activities. He emphasizes the need for health clubs to cater to family fitness, address the obesity crisis, and adapt to emerging activities like pickleball. Moore advises health clubs to customize programs based on individual needs and cautions against irrational development within the industry. Click here to download transcript. Resources: Pete Moore: https://www.linkedin.com/in/peteymo/ Integrity Square: http://www.integritysq.com Health & Fitness Association: http://www.healthandfitness.org Prospect Wizard: http://www.theprospectwizard.comPromotion Vault: http://www.promotionvault.comHigherDose: http://www.higherdose.com Connect With Us: Instagram: https://www.instagram.com/thehaloadvisors/?hl=en Facebook: https://www.facebook.com/Integritysquare YouTube: https://www.youtube.com/@halotalks LinkedIn: https://www.linkedin.com/company/integrity-square/ Website: https://www.halotalks.com Loved this episode? Leave us a review and rating here: www.ratethispodcast.com/halotalks and don't forget to check out the HALO Academy for Executive ...
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    37 m
  • Episode #499: Growth Strategies and Business Exits-Expert Tips from Ryan Valencic

    Episode #499: Growth Strategies and Business Exits-Expert Tips from Ryan Valencic
    May 31 2024
    Ryan Valencic, an accomplished entrepreneur with a 12+ years in the trenches, has built and successfully exited multiple businesses. With a family background in franchising, Ryan continues to hone his skills as a serial entrepreneur, currently overseeing multiple companies. He is in the midst of launching an innovative health tech platform and about a year ago, Ryan joined Cultivate Advisors to lead their partnerships, drawing on his extensive professional experience to drive new opportunities. In this episode, Pete and Ryan dive into concepts like business owner freedom, effective coaching, and what it may look like in the future when it comes to growing and exiting a business successfully. Ryan also highlights the importance of mission alignment, disciplined execution, and the value of saying no to ensure business success. Whether you're an established entrepreneur or just starting out, Valencic's insights on navigating the business landscape, particularly in the HALO sector, promise to be educational. "Don't create yourself a job," states Valencic. "You build yourself as the keystone of the company and your removal is going to have your exact skill set, which is probably close to 0. So I think it's being in a spot where you left the systems, the processes, and the product or service that you sell be the value of the business, not your unique skill set to where your removal collapses the company." Key themes discussed Selling a business takes a lot of work!Entrepreneurs should build sellable businesses, not jobs.Mission alignment is critical for business success.Navigating traditional medicine, creating platform for connections.Buying a franchise requires honesty, time, and commitment.Navigate and (try to!) steer clear of the inevitable bumpy ride. A few key takeaways: 1. Ryan emphasizes the importance of establishing a business that can function and grow independently of the founder's direct involvement. This involves creating robust systems, processes, and products/services that hold their value irrespective of the founder's unique skills. 2. Successful business operations require a mission alignment among team members and stakeholders. Ryan highlights that having passionate and mission-aligned people is crucial for driving a company's vision and ensuring consistency in purpose and goals. 3. The decision to franchise should be taken cautiously, particularly ensuring that the unit economics make sense and that the business model is replicable by others. He advises entrepreneurs to fully grasp their business's financial viability before venturing into franchising. 4. Regarding advisory services, Ryan stresses the importance of matchmaking between business owners and advisors who can best fulfill their needs. He asserts that advisory shouldn't require hard selling; the business owner should recognize the value intuitively. 5. Ryan differentiates between motivation and discipline, asserting that while motivation might get you started, discipline is what sees you through to the end. Successful entrepreneurship is often about consistent, disciplined actions rather than sporadic bursts of motivation. Resources: Ryan Valencic: https://www.linkedin.com/in/ryan-valencic-3444b9144/ Cultivate Advisors: https://www.cultivateadvisors.com Well Connekt: https://www.wellconnekt.com/ Prospect Wizard: http://www.theprospectwizard.comPromotion Vault: http://www.promotionvault.comHigherDose: http://www.higherdose.com Connect With Us: Instagram: https://www.instagram.com/thehaloadvisors/?hl=en Facebook: https://www.facebook.com/Integritysquare YouTube: https://www.youtube.com/@halotalks LinkedIn: https://www.linkedin.com/company/integrity-square/ Website: https://www.halotalks.com Loved this episode? Leave us a review and rating here: www.ratethispodcast.com/halotalks and don't forget to check out the HALO Academy for Executive Education opportunities.
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    27 m