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Ever wondered how to turn financial turmoil into triumph? Join us as we chat with Ryan Page, founder of Backpocket CPA, who transformed his financially unstable childhood in Southern California into a successful career as a Certified Public Accountant. Ryan candidly shares his family's struggles during the 2008 financial crash and how these experiences fueled his passion for mastering cash flow and financial management. Plus, Ryan lightens the mood with tales of Nashville traffic and his top barbecue pick—Martin's Barbecue.

Looking to optimize your cash flow as an entrepreneur? This episode is packed with Ryan's expert strategies on identifying and eliminating unnecessary expenses, evaluating memberships and subscriptions, and the benefits of regular financial reviews. Learn how tools like You Need A Budget (YNAB) can make a significant difference in planning and allocating your finances more effectively. Ryan also dives into proactive bookkeeping and budget coaching, sharing insights that can drive better financial decisions and ultimately enhance cash flow management.

On the business side, Ryan offers invaluable finance and tax advice for small businesses and solopreneurs. Discover why separating business and personal accounts is crucial for accurate financial records and avoiding legal pitfalls. We also explore the intricacies of audit triggers, proper expense categorization, and personal audit experiences. To round things off, Ryan discusses the importance of balancing entrepreneurship with personal hobbies like playing the saxophone and practicing jujitsu, highlighting how these activities contribute to overall well-being and set a positive example for our children.

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Never Been Promoted Podcast with Thomas Helfrich

Traycee Mayer, founder and executive coach at Be You Leadership, joins Thomas Helfrich to share her inspiring journey from corporate leadership to entrepreneurship, focusing on authentic leadership. Traycee discusses how leaders can excel by embracing their true selves and using kindness and empathy to lead their teams effectively.

About Traycee Mayer:

Traycee Mayer is the founder of Be You Leadership, a leadership coaching company that helps executives and entrepreneurs develop their authentic leadership style. With over 40 years of experience in senior management, Traycee has worked with companies ranging from 180 to 600 employees. She specializes in guiding leaders through the challenges of balancing empathy, kindness, and strength to achieve sustainable business success.

In this episode, Thomas and Traycee discuss:

• The Origins of Be You Leadership: Traycee shares how her personal and professional experiences led her to found Be You Leadership. After decades of corporate leadership, Traycee realized the importance of authenticity in the workplace.
• The Importance of Authentic Leadership: Traycee explains how being true to yourself is essential for success, whether you're an entrepreneur or working in a corporate environment. She emphasizes the value of connecting with employees on a human level, which leads to better performance and stronger business results.
• Helping Leaders Through Personal and Professional Challenges: Traycee talks about working with leaders who struggle to balance their personal and professional lives. She provides coaching to help them align their true selves with their leadership roles, leading to more fulfilled and effective leadership.
• Writing ‘The Leadership Contradiction’: Traycee discusses the inspiration behind her book, The Leadership Contradiction: Choosing a Path of Love and Kindness. She shares anecdotes and lessons from her career and highlights the need for leaders to embrace kindness without compromising strength.

Key Takeaways:

• Authenticity is Key in Leadership
  Traycee believes that leaders are most effective when they are true to themselves. By embracing authenticity, leaders can connect with their teams, improve morale, and foster a positive work environment.
• Kindness and Strength Can Coexist
  Traycee highlights that being kind doesn’t mean being weak. She teaches leaders how to be strong and decisive while still showing empathy and care for their employees.
• Personal Growth Leads to Professional Success
  By aligning personal values with professional responsibilities, leaders can create a more cohesive and fulfilling career path. Traycee encourages leaders to focus on self-awareness and personal growth as key components of their leadership journey.

"True leadership is not about fitting into someone else's mold—it's about being authentically you and leading with kindness and strength." — Traycee Mayer

CONNECT WITH TRAYCEE MAYER:

Website: https://beyouleadership.com/
LinkedIn: https://www.linkedin.com/in/trayceemayer/
Email: traycee@buleadership.com
Book: The Leadership Contradiction (Available on Amazon and Barnes & Noble)

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Never Been Promoted Podcast with Thomas Helfrich

Jerry Scarlato, founder of Good Wolf Project, joins Thomas Helfrich to talk about the power of emotional intelligence, personal development, and overcoming the internal barriers that hold us back. Jerry shares his story of transitioning from owning a fitness studio to founding Good Wolf Project, a platform that helps individuals break free from self-limiting beliefs and habits.

About Jerry Scarlato:
Jerry Scarlato is the founder of Good Wolf Project, a personal development platform aimed at helping people break free from the self-imposed limitations holding them back. After years of running a successful fitness studio, Jerry pivoted into personal coaching and emotional intelligence development, helping individuals transform their lives through self-awareness, mindfulness, and inner work.

In this episode, Thomas and Jerry discuss

• The Evolution of Good Wolf Project: Jerry explains how his fitness background led to the creation of Good Wolf Project. Inspired by the parable of the two wolves, Jerry’s mission is to help people "feed the good wolf" within them by developing emotional intelligence and shedding limiting beliefs.
• Breaking Ties with Old Identities: Jerry shares how closing his fitness studio and going through a divorce were pivotal moments in his personal journey. He explains the difficulty of untying oneself from old identities and how doing so can open the door to growth and transformation.
• Mindfulness and Reflection in Personal Development: Jerry highlights the importance of incorporating mindfulness and reflection in personal growth. He discusses how walking and physical activity helped him navigate his own challenges and how these practices can help others become more self-aware and grounded.
• Reinventing Your Life After Major Transitions: Jerry talks about the challenges of reinventing yourself after life changes, whether it's a career shift, a personal loss, or closing a business. He emphasizes the importance of self-reflection and emotional intelligence in navigating these transitions.

Key Takeaways:

• You Are Your Own Biggest Obstacle
  Jerry believes that the biggest thing holding people back from success is themselves. By understanding and addressing their internal barriers, individuals can unlock their full potential.
• The Importance of Emotional Intelligence
  Developing emotional intelligence is crucial for anyone looking to grow personally and professionally. Jerry shares strategies for building emotional intelligence, including mindfulness practices and self-reflection.
• Major Transitions Require Inner Work
  Jerry's story of closing his fitness studio and navigating personal challenges serves as a reminder that major life transitions often require deep inner work and self-awareness to move forward successfully.

"We all have two wolves inside of us. The one that wins is the one you feed." — Jerry Scarlato

CONNECT WITH JERRY SCARLATO:

Website: https://www.goodwolfproject.us/
LinkedIn: https://www.linkedin.com/in/jerryscarlato/

CONNECT WITH THOMAS:

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Never Been Promoted Podcast with Thomas Helfrich

Matt Watson, founder of Full Scale and serial entrepreneur, joins Thomas Helfrich to talk about his entrepreneurial journey, his approach to building software development teams in the Philippines, and the lessons he’s learned from scaling multiple companies. Matt provides invaluable insight into navigating international business challenges, scaling SaaS businesses, and the evolving role of AI in tech.

About Matt Watson:

Matt Watson is a serial entrepreneur and founder of Full Scale, a company that provides affordable software development services by leveraging talent in the Philippines. With over 300 employees, Full Scale serves a variety of clients, including large enterprises. Before Full Scale, Matt founded and exited multiple SaaS companies, including VIN Solutions, which was sold for $150 million in 2011. His entrepreneurial journey includes deep expertise in scaling businesses, building effective teams, and navigating the challenges of international operations.

In this episode, Thomas and Matt discuss:

• The Origins of Full Scale: Matt explains how Full Scale was born out of necessity when he couldn’t afford to hire software developers locally. He shares the challenges of setting up a business in the Philippines and how his company grew to 300 employees, providing software development services to global clients.
• Building an International Business: Matt dives into the complexities of setting up a business overseas, from navigating government bureaucracy to managing operations remotely.
• Leveraging Inbound Marketing and LinkedIn for Growth: Matt talks about the success of using LinkedIn and content marketing to generate inbound leads for Full Scale.
• Navigating Multiple SaaS Ventures: Matt shares his experiences from building and exiting multiple SaaS companies, including VIN Solutions and Stackify.
• The Future of AI in Tech: Matt provides his thoughts on the role of AI in software development and content creation, discussing how AI tools like ChatGPT have changed the game for developers and content marketers.

Key Takeaways:

• International Business Isn’t Easy, But It’s Worth It:
  Setting up a business in another country comes with many challenges, but it can be incredibly rewarding if done right. Matt’s experience in the Philippines shows how international talent can help scale businesses at a fraction of the cost.
• Consistency and Content Drive Leads:
  Matt emphasizes the power of consistency in posting on LinkedIn and using content marketing to drive inbound leads. He has built a strong following and generated business through thought leadership and regular engagement on the platform.
• AI is Changing the Game in Tech:
  Matt believes that while AI is revolutionizing industries, businesses need to be careful about building products that are merely thin wrappers around AI tools like ChatGPT. The real value lies in integrating AI into workflows to solve real business problems.

"You need rock star requirements, not just rock star developers. The hardest part of software development is getting the requirements right." — Matt Watson

CONNECT WITH MATT WATSON:

Website: https://fullscale.io/
LinkedIn: https://www.linkedin.co

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Never Been Promoted Podcast with Thomas Helfrich

John Nicholas, founder of East Hampton Shucker Company and Seascape Aquatec Inc., joins Thomas Helfrich to share his entrepreneurial journey. From growing oysters in the waters of East Hampton, New York, to designing innovative shucking tools, John brings a unique blend of passion for aquaculture and invention. Together, they discuss the challenges of building a business around a niche product and the future of oyster farming with autonomous technology.

About John Nicholas:

John Nicholas is the founder of East Hampton Shucker Company, a business that produces innovative oyster shucking tools, and Seascape Aquatec Inc., which focuses on the future of aquaculture using autonomous technology. With a deep connection to the waters of East Hampton, John grew his businesses from his personal experiences harvesting oysters with his father and turned his passion into thriving ventures. His inventions, including unique oyster shucking devices, are now helping both casual oyster lovers and professionals alike.

In this episode, Thomas and John discuss:

• The Origins of East Hampton Shucker Company: John shares how his love for oysters started when he was a child, opening oysters with his father. He discusses how this passion turned into a business and how he developed shucking tools that make it easier and safer to enjoy oysters.
• Innovating During COVID: John talks about how he invented a new oyster-shucking device during the COVID-19 pandemic. With a desire to make shucking safer and easier, he tested various materials and designs until he created the East Hampton Shucker, a product that allows anyone to open oysters without risking injury.
• The Business of Oyster Farming: John dives into the details of oyster farming, explaining the different processes involved in growing oysters and how the taste of oysters is affected by where they are grown.
• Autonomous Aquaculture and Seascape Aquatec Inc.: John shares his vision for the future of aquaculture with the development of autonomous oyster farming technology. By partnering with a robotics company, John hopes to revolutionize the industry, reducing labor costs while improving the quality of oysters.

Key Takeaways:

• Innovation Can Start with a Simple Problem:
  John’s invention of the East Hampton Shucker stemmed from the simple problem of not wanting to injure his hand while shucking oysters. His story demonstrates how identifying a small but important issue can lead to a successful product.
• Scaling a Niche Business:
  By focusing on his local market first, John was able to establish his products and reputation in the Hamptons before planning expansion into New York City and beyond. This careful scaling approach has been key to his success.
• Autonomous Technology and the Future of Oyster Farming:
  John’s work with Seascape Aquatec Inc. aims to bring automation to oyster farming, significantly reducing labor costs and improving efficiency. This innovative approach could transform the aquaculture industry.

"When people can open an oyster safely and enjoy it themselves, it's a fantastic feeling. That’s what motivates me every day." — John Nicholas

CONNECT WITH JOHN NICHOLAS:

Website: https://www.easthamptonshucker.com/
LinkedIn:

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Never Been Promoted Podcast with Thomas Helfrich

Adam Marx, founder of The Zero to One Networker, joins Thomas Helfrich to explore the art of networking and how entrepreneurs can build strong, scalable relationships for long-term success. Adam shares his strategies for networking beyond the typical events and emphasizes the importance of maintaining relationships over time.

About Adam Marx:

Adam Marx is the founder of The Zero to One Networker, a consulting firm that specializes in helping individuals and organizations build, scale, and maintain networks. With a strong background in public speaking and network consulting, Adam works with startups, corporate clients, and higher education institutions to teach them how to leverage networking as a tool for business growth and career development.

In this episode, Thomas and Adam discuss:

• The Origins of The Zero to One Networker: Adam explains how he built his company to teach entrepreneurs and organizations how to move beyond introductions and focus on maintaining long-term relationships.
• Networking in Unconventional Spaces: Adam emphasizes that great networking doesn’t just happen at official events. He highlights the opportunities to build connections at places like weddings, concerts, and ballgames, where the pressure is lower, and conversations are more organic.
• Shifting from Milestones to Habits in Networking: Adam encourages a mindset shift from focusing on milestones, such as landing a new client or securing a job, to building long-term habits that foster relationship growth.
• The Importance of Follow-Up and Circle-Backs: Adam differentiates between following up after an initial meeting and circling back after several months. He stresses that effective networking requires both, as maintaining and revisiting relationships is key to long-term success.

Key Takeaways:

• Consistent Habits Lead to Long-Term Success
  Networking is like going to the gym. Instead of focusing on immediate results, Adam advises creating small, consistent habits that build long-term, meaningful relationships.
• Networking Beyond the Conference Room
  Opportunities to network are everywhere—not just at events. Adam encourages looking for moments to connect with people in everyday environments, such as at a ballgame or a wedding.
• Effective Follow-Up and Circle-Back
  Adam highlights the importance of not just following up after a meeting, but also circling back months later to rekindle relationships. This is crucial for maintaining momentum in professional networking.

"Networking is about building long-term habits, not just hitting a milestone. If you focus on consistent, small efforts, you'll see lasting results." — Adam Marx


CONNECT WITH KIM ADAM MARX:

Website:https://www.zerotoonenetworker.com/
LinkedIn:https://www.linkedin.com/in/adammarx13/


CONNECT WITH THOMAS:

X (Twitter): https://twitter.com/thelfrich | https://twitter.com/nevbeenpromoted Facebook: https://www.facebook.com/hovienko |

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Never Been Promoted Podcast with Thomas Helfrich

Carter Fox, founder of Carter Fox Consulting, joins Thomas Helfrich to share his journey as a multifaceted entrepreneur, blending his passion for music and marketing. From his work as a professional musician playing with legends to his expertise in helping businesses craft effective marketing strategies, Carter brings a wealth of experience and insight to the table.

About Carter Fox:

Carter Fox is a musician, producer, and marketing consultant who has worked with a diverse range of clients, including law firms, restaurants, and entertainment companies. Through Carter Fox Consulting, he helps artists, small businesses, and entertainment professionals build their brand identities, digital presence, and customer engagement strategies. In addition to his marketing work, Carter continues to pursue his passion for music, having released his own albums and collaborated with renowned artists like Freddie Jackson.

In this episode, Thomas and Carter discuss:

• The Dual Path of Music and Marketing: Carter shares how his journey as a musician and marketer intersected. He explains how his experience managing and promoting his own music career inspired him to help other creatives and businesses develop their brand and marketing strategies.
• The Evolution of the Music Business: Carter dives into the current landscape of the music industry, discussing how streaming and new technologies have changed the way artists make money. He highlights the role of sync licensing, merch sales, and live performances in helping artists build sustainable careers.
• The Power of Authenticity in Marketing: Carter emphasizes the importance of staying true to your brand and maintaining authenticity when marketing yourself or your business. He shares how he approaches marketing by combining his love for creativity with a data-driven strategy.
• Making Money as an Independent Artist: Carter discusses the various ways musicians can generate income today, including touring, merchandise, and leveraging platforms like Spotify and YouTube. He also talks about the impact of AI in the music world and how artists can use these tools to their advantage.

Key Takeaways:

• Combining Passions for Success

Carter's story is a testament to the power of combining multiple passions into a single career path. His experience in music informs his marketing work, and vice versa, allowing him to offer a unique perspective to his clients.

• Adaptability is Key in the Music Industry

The music industry is constantly evolving, and artists must be adaptable to succeed. Carter highlights how independent musicians can navigate the challenges of streaming and digital platforms while maintaining control of their art.

• Marketing is About Authenticity

In both music and business, Carter stresses the importance of being authentic. Whether you're promoting a new album or launching a product, the key to successful marketing is building genuine connections with your audience.

"Whether you're an artist or a business, staying true to yourself and your brand is how you connect with people." — Carter Fox

CONNECT WITH CARTER FOX:

Website:https://www.carterfoxconsulting.com/
Email:ca

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Never Been Promoted Podcast with Thomas Helfrich

Margo Jordan, the founder and CEO of Enrichly, joins Thomas Helfrich to discuss her inspiring journey from personal struggles with self-esteem to becoming the leader of a fast-growing digital learning platform. Margo opens up about her experiences, how she’s helping children worldwide, and the importance of mental health in schools and healthcare systems.

About Margo Jordan:

Margo Jordan is the visionary behind Enrichly, a digital platform that focuses on improving self-esteem in children using machine learning, gamification, and data. Her company provides tools for therapists, counselors, healthcare systems, and schools to help children improve their mental health. With roots in Milwaukee and a background in finance, Margo’s passion to make a difference led her to build a company that helps children globally, with partners ranging from Techstars to the royal family of Abu Dhabi.

In this episode, Thomas and Margo discuss:

• Margo’s Journey from Childhood Trauma to Entrepreneur: Margo shares her personal story of growing up in Milwaukee, overcoming childhood trauma, and finding her self-esteem in the military.
• The Birth of Enrichly and Its Mission: Margo talks about her company’s transition from a brick-and-mortar learning center for girls to a digital platform serving children worldwide.
• The Importance of Mental Health and Self-Esteem in Children: Margo emphasizes the long-term effects of low self-esteem and how it impacts academic performance, youth violence, and mental health. Her company works to address this gap by providing intervention tools for children.
• Pivoting in Tough Times: Margo shares how the COVID-19 pandemic forced her to close her physical learning center and move Enrichly to a fully digital platform, which allowed her to reach children globally and achieve significant impact.

Key Takeaways:

• Overcoming Personal Struggles
  Margo’s personal experiences with low self-esteem drive her mission to help children. Her story proves that challenges can be the foundation for creating impactful solutions for others.
• Pivoting to Digital
  Faced with the challenges of the pandemic, Margo turned Enrichly into a digital platform that reached children worldwide. The pivot allowed her to scale the company and expand beyond Houston, working with kids from places like Africa, Canada, and the UK.
• Breaking Barriers in Business
  As a Black woman and a non-technical founder, Margo shares how she’s been able to build a successful tech company despite the odds. She highlights the importance of resilience and believing in your value.

"You teach best what you need the most, and for me, that was self-esteem. Helping kids improve their mental health is what drives me every day." — Margo Jordan

CONNECT WITH MARGO JORDAN:

Website:https://www.enrichly.world/
LinkedIn:https://www.linkedin.com/in/margo-jordan-7a998692/
Email: margot@enrichly.world

CONNECT WITH THOMAS:

X (Twitter): https://twitter.com/thelfrich | https://twitter.com/nevbe

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