Avsnitt
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What does it mean to truly listen? In this thought-provoking conversation, Jerome Myers hosts Matt Halloran, author of Shut the F** Up and Listen*. Together, they uncover the transformative power of listening—not just hearing but engaging deeply to connect, persuade, and transform.
They explore the differences between manipulation and persuasion, dive into practical techniques for improving communication, and reflect on how engaged listening can create meaningful relationships, foster understanding, and even combat loneliness. Whether you're a leader, a salesperson, or someone seeking richer connections, this episode offers actionable insights for a more intentional approach to listening.
[00:00 - 05:48] The Power of Listening
Difference Between Manipulation and Persuasion: Techniques overlap, but intent defines their ethical use
Listening as a Skill: It’s not just innate-like a muscle, it requires deliberate practice
Foundations of the Book: Inspired by personal experiences and a passion for communication
[05:49 - 12:15] Archetypes of Listening
Skydivers vs. Scuba Divers: Depth and style of engagement vary by individual
Practical Applications: Tailoring communication depth to the audience
Listening as Observation: Recognizing others' styles to foster better interactions
[12:16 - 18:39] Engaged Listening in Action
The Concept: Inspired by Thich Nhat Hanh’s engaged Buddhism, applied to listening
Types of Listening: Understanding and practicing seven styles for fluid communication
The Power of Presence: Techniques like eye contact, pace adjustment, and active empathy
[18:40 - 26:07] Listening to Persuade
Persuasion vs. Manipulation: Using listening ethically to guide and inspire
Stories of Contrast: Lessons from Matt’s manipulative father vs. empathetic mother
Leadership Implications: Making team members feel heard fosters loyalty and productivity
[26:08 - 34:54] Addressing Loneliness through Listening
Loneliness Epidemic: Especially among men, due to societal expectations
Social Media’s Void: The lack of authentic engagement online
Solutions Through Listening: Building deeper relationships by practicing vulnerability and presence
Key Quotes:
“Listening well is directly tied to the level of self-awareness you have.” – Jerome Myers
“Stop listening to respond and learn how to listen to listen.” – Matt Halloran
Connect with Matt!
Website: https://proudmouth.com/
LinkedIn: https://www.linkedin.com/in/matthalloranpm/
Book (Shut the F** Up and Listen): https://a.co/d/7H0M452
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What defines you when the roles you've played are stripped away? Join guest host Matt Halloran and co-host Jerome Myers on a compelling exploration into the power of self-knowledge during life's transitional phases. This episode unveils a groundbreaking personality assessment tool for those moving beyond their business careers. Listeners will gain unique insights as Jerome and Matt compare this new tool to conventional assessments like Myers-Briggs, emphasizing its tailored approach for individuals facing major life changes. The discussion also touches on understanding your enduring traits and how they can anchor your post-exit identity.
Tune in to uncover strategies for self-actualization and legacy building, ensuring you're not just surviving your next phase but thriving with purpose and clarity.
[00:00 - 07:22] Self-Reflection and Personality Assessments
Importance of self-reflection in personal and professional growth
Introduction to a new personality assessment tool designed for individuals post-business exit
Comparison of this tool with traditional assessments like Myers-Briggs
[07:23 - 15:35] Developing and Utilizing the Personality Tool
Insights into the development process of the personality tool
Explanation of the six archetypes within the tool: Neo, Morpheus, Trinity, Oracle, Architect, and Agent Smith
Real-life applications of the tool in understanding post-exit challenges
[15:36 - 24:22] Archetypes and Their Impact on Post-Exit Life
Deep dive into the six archetypes and their relevance to users
How these archetypes help predict and align with post-exit realities
Stories and examples illustrate the practical use of these archetypes in real-world scenarios.
[24:23 - 32:01] Feedback and Adjustments to the Tool
Feedback from initial users and subsequent adjustments to the tool
Discussion on the absence of negative traits in the assessment will focus on strengths
The tool’s role is to aid users in navigating their new identities and futures
[32:02 - 37:07] Closing Thoughts and Call to Action
Encouragement to embrace the assessment for personal clarity and preparation for the future
It is important to understand one's deeper self through the evaluation
Final thoughts on the potential impact of the tool on listeners' lives and futures
Key Quotes:
"The most successful people in the world, not just in business but in life, spend a substantial amount of that life in self-reflection, understanding who they are and what makes them tick." - Matt Halloran
"Even though you are exiting your business, the anchors of your personality aren't going to go away." - Jerome Myers
Connect with Matt!
Website: https://proudmouth.com/
LinkedIn: https://www.linkedin.com/in/matthalloranpm/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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Saknas det avsnitt?
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What happens when your identity is deeply tied to your business? How do you plan an exit that protects your company and your sense of self? Jerome Myers and Matt Halloran explore the “Founder’s Exit Paradox” and the challenges of stepping away from a business while asking: What’s next when the company no longer defines you?
Jerome shares stories from his workshop with Sri Lankan business leaders, tackling identity, legacy, and the importance of planning a purposeful exit. Whether you’re years away from exiting or nearing the decision, this episode offers the strategies and insights to guide you toward a future filled with meaning.
[00:00 - 04:51] Small Shifts, Big Impact
Tiny decisions, significant changes: Small shifts lead to significant outcomes
Sri Lanka insights: Lessons from family businesses
Legacy views: U.S. vs. Sri Lankan perspectives
[04:52 - 10:07] Legacy Resistance and The Founder's Exit Paradox
Legacy pushback: Some resist the concept of legacy
Identity struggle: Entrepreneurs find it hard to separate from their business
Exit challenge: Unraveling identity is necessary but difficult
[10:08 - 15:28] Shedding Business Identity
The descent: Shedding business identity like layers
New passions: Sri Lankan entrepreneur pursues racing
Exploring purpose: Finding passions outside of work
[15:29 - 22:00] Passion Projects and Creating Value
Passions to legacies: Passion projects leave a lasting mark
Rewarding work: Passion-driven efforts can be more fulfilling
Purpose focus: Solve bigger problems after exiting
[22:01 - 28:15] The Importance of Exit Planning
Exit strategy: Critical like estate planning
Three exit options: Sell, close, or pass down
Avoid chaos: Poor planning leads to messy transitions
[28:16 - 33:16] Final Thoughts and Next Steps
Think ahead: Plan long-term for your exit
Reverse success: Work backward from your goal
Assessment insights: Jerome’s tool helps business owners prepare
Key Quotes:
“Small shifts over time can make humongous changes, not just in that person's life, but also in the world.” - Matt Halloran
“Founders often wrap their identity up in the business, and unraveling that is one of the hardest parts of the exit.” - Jerome Myers
Connect with Jerome!
LinkedIn: https://www.linkedin.com/in/jeromemyers/
Instagram: https://www.instagram.com/coachjeromemyers/
Post Exit Personality Assessment
Link: https://theexitparadox.com/assessment
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
Learn more about your ad choices. Visit megaphone.fm/adchoices -
How can discovering and sharing your uniqueness authentically transform your personal brand and impact the world? Jerome Myers and Alan McLaren dive into the essence of personal branding, exploring how unlocking your "Brand DNA" can help you build trust, foster meaningful connections, and align your online presence with your true self.
Through powerful stories and practical strategies, Alan reveals how giving authentically and embracing your individuality can open doors to opportunities and deeper relationships. Tune in to uncover how to harness your uniqueness and create a brand that truly reflects who you are.
[00:00 - 03:35] The Power of Personal Branding
Personal branding builds trust quickly and fosters meaningful connections
"Speed of trust" through personal branding leads to deeper relationships
Finding your uniqueness is key to serving others effectively
[03:36 - 11:11] Discovering Your Brand DNA
Start with introspection to uncover your unique qualities
The "Brand DNA" exercise aligns self-perception with how others see you
Authenticity is crucial—stop wearing "masks" and embrace your true self
[11:12 - 18:23] Giving as a Brand Philosophy
Adopt a "give, give, give" mindset in a world focused on transactions
Knowing your audience and balancing interactions with "takers" is essential
Authentic giving builds trust and creates a lasting impact on others
[18:24 - 25:45] Overcoming Fear and Taking Action
Fear is irrational—most concerns never materialize
Begin small: start with comments and engagement to ease into content creation
Practice builds confidence; you don’t need perfection to make an impact
[25:44 - 42:59] Practical Strategies for Branding
Batch content creation to maintain consistency and improve efficiency
Match your content format to your platform for optimal engagement
[42:00 - 47:24] What’s Next for You?
Personal branding unlocks potential, not just visibility
Leaders and entrepreneurs should see branding as a tool for impactful transitions
Begin with small steps; grow and refine as you gain confidence
Key Quotes:
"Your personal brand is what people say about you when you’re not in the room." - Alan McLaren
"If you don’t do anything, nothing will change. The first step is always yours to take." - Jerome Myers
Connect with Alan!
Website: https://strataoriginals.com/
LinkedIn: https://www.linkedin.com/in/alanmclaren/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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Is wealth a means to happiness or a barrier to a fulfilling life?
This provocative question sets the stage for an enlightening conversation between Jerome Myers and Dr. Daniel Crosby, a leading authority on behavioral finance. Together, they unpack the paradox of wealth, exploring why money often feels like the ultimate goal yet rarely delivers the satisfaction we expect.
Through stories, scientific insights, and practical frameworks like the PERMA model for human flourishing, the discussion reveals the hidden costs of chasing financial success and the transformative power of aligning wealth with purpose, relationships, and growth.
[00:00 - 06:32] Liquid Happiness: The Psychology of Money
Money is valued for its measurability
We treat money like "liquid happiness"
Achieving financial goals often feels hollow
[06:33 - 16:08] The PERMA Model: A Framework for Flourishing
Positive emotions and engagement foster happiness
Relationships and meaning are essential for growth
Losing purpose post-exit impacts well-being
[16:09 - 30:28] The Biology of More: Why We Strive Relentlessly
Evolution drives us to want more
Hedonic adaptation makes wealth less impactful
Pursue meaningful goals for lasting joy
[30:29 - 39:52] Money and Happiness: What the Research Reveals
Happiness increases with income up to $100,000
Spending on experiences and giving brings joy
Avoiding unpleasant tasks boosts satisfaction
[39:53 - 50:08] Aligning Wealth with Purpose: The Path to True Fulfillment
Purposeful spending leads to better decisions
Wealth should deepen relationships and growth
Reflecting on “why” enriches outcomes
Key Quotes:
"Generosity is the path to abundance—it’s true in every major faith and backed by psychological research." - Dr. Daniel Crosby
“The key isn’t wanting less—it’s wanting differently." - Dr. Daniel Crosby
Connect with Dr. Daniel!
Website:https://www.linkedin.com/in/danielcrosby
Book: The Soul of Wealth - https://a.co/d/47R5m5X (Amazon)
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What if trust is more than a skill—what if it’s a way of life? How does real trust shape our relationships and legacy? Jerome Myers and Charlie Green explore the essence of trust and why it matters in business and beyond. Charlie, the author of The Trusted Advisor, breaks down the "Trust Equation" and shares how credibility, reliability, intimacy, and self-orientation can transform connections. Hear why he sold his business without a contract, relying on trust alone, and why some professionals naturally earn trust while others struggle.
Join Jerome and Charlie to learn how to build genuine, lasting trust. Listen now for insights you can use in every relationship.
[00:00 - 08:08] - Building a Trusted Advisor
Trust as Reciprocal: Trust requires risk from both sides
The Trust Equation: Credibility, Reliability, Intimacy, Self-Orientation
Focus on Others: Self-orientation can hinder trust
[08:09 - 15:08] - Exploring Intimacy in Trust
Importance of Intimacy: Crucial for trust-building
Gender and Trust: Women excel in intimacy scores
Trusted Professions: Nurses' top trust rankings
[15:09 - 22:16] - Creating and Selling Trusted Advisor Associates
Genuine Trustworthiness: Focused on real trust over image
Contract-Free Sale: Sold the business based on trust alone
Trust-Based Sales: Prioritizing trust over brand
[22:17 - 32:08] - Scaling a Trust-Based Business
Replicable Model: Built a framework for others to use
Transitioning Leadership: From “Charlie Show” to a team-based model
Pricing Strategy: Premium for senior expertise
[32:09 - 39:14] - Reflections on Trust and Legacy
New Ventures: Launching Breaking Good for storytelling
Trust in Life: The lasting value of trust
Parting Advice: Adaptability and staying true to values
Key Quotes:
"Ad agencies don’t create the most enduring brand—it’s built by people who live the values." - Charlie Green
"You can have all the credibility in the world, but without true connection, trust falls short." - Jerome Myers
Connect with Charlie!
Website: https://trustedadvisor.com/
LinkedIn: https://www.linkedin.com/in/charleshgreen/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What if achieving your ultimate business goals isn’t the end but just the beginning of a new journey? In this compelling conversation, Jerome Myers and David Rodnitzky dive into the reality of building, scaling, and ultimately exiting a successful business. David reveals what it’s like to reach the pinnacle, only to face new challenges: redefining success, handling the emotional weight of leaving something he built, and finding purpose beyond profit. Expect to hear insights on resilience, identity shifts, and the deeper meaning of success that often goes unnoticed in entrepreneurial journeys.
Tune in to hear this honest and inspiring exploration of what it truly means to “make it” in life and business.
[01:20 - 05:19] The Birth of a Business
David’s beginnings: launching his agency in 2008 without any exit strategy
Navigating the Financial Crisis with a Lean Startup Model
How early expertise in Google advertising became a differentiator
[05:20 - 12:59] Scaling Through Relationships and Reputation
Building a client base through connections with venture capitalists
David’s “triangulation” strategy for becoming a top choice in Silicon Valley
Learning to create new categories to become the best in a niche
[13:00 - 19:32] Facing the Challenges of Rapid Growth
Hiring challenges and learning to delegate: David’s first hire turned partner
Acquiring complementary skills through smart hires and acquisitions
How scaling strained the agency’s unique culture and original goals
[19:31 - 37:33] The Sale, Buyback, and Resale: A Rollercoaster of Exits
Selling to a strategic buyer, only to buy back the business and scale again
The stresses of managing earnouts, valuations, and investor relations
Navigating the identity crisis and emotional turmoil post-exit
[37:44 - 53:50] Finding Purpose After the Exit
David’s journey through burnout and Self-reflection post-sale
Embracing yoga, meditation, and philanthropic ventures for fulfillment
Lessons on redefining self-worth beyond career achievements
Key Quotes
“I learned in the client services world that a good relationship with bad results is better than a bad relationship with good results.” - David Rodnitzky
"Many people don’t know that transcendence exists... it’s not really about the money; there’s so much more to life than that." - Jerome Myers
Connect with David!
Website: https://www.3qdept.com/
LinkedIn: https://www.linkedin.com/in/davidrodnitzky/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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When you reach the peak—exit your business and achieve financial freedom—what comes next? Alex Bean, co-founder of Divvy, shares his personal journey through the highs and challenges of “making it.” In this episode, he reveals the four stages that follow a major success—Honeymoon, Loss, Experimentation, and Reinvention—and offers a fresh perspective on using wealth for lasting impact.
Listen in as Alex and Jerome Myers discuss how money can amplify who we are and explore what it takes to build a meaningful legacy. Join us to gain valuable insights on transforming success into a powerful force for good.
[02:00 - 09:15] Understanding True Identity Beyond Career
Building a personal identity separate from professional roles
Recognizing the value of family, faith, and friendships
Knowing the difference between who you are and what you do
[09:16 - 17:55] The Four Phases Post-Exit
Honeymoon: The initial joy and freedom post-exit.
Loss: Coping with feelings of purposelessness
Experimentation: Exploring new interests to find meaning
Reinvention: Discovering a new direction and purpose
[18:56 - 27:35] Lessons from Building and Selling Divi
Reflecting on the growth and exit journey of Divi
Leveraging business strengths to get the best deal
Managing personal identity changes after the exit
[27:36 - 34:47] The Concept of a “Factory for Good”
Using wealth and influence for positive societal impact
Shifting the “factory output” from money to good
Setting boundaries to prevent entitlement within family wealth
[34:48 - 38:26] Cultivating Independence and Purpose in the Next Generation
Instilling financial responsibility through “The Bank of Mom and Dad”
Encouraging self-reliance to prevent entitlement
Building a meaningful legacy through community and family values
Key Quotes:
"We owe it to ourselves and our families to use success as a factory for positive change." – Alex Bean
"Money shouldn't be the only output. We should create an output that improves the human experience." - Jerome Myers
Connect with Alex!
Website: https://freshconsulting.com/
LinkedIn: https://www.linkedin.com/in/alexbean/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
Learn more about your ad choices. Visit megaphone.fm/adchoices -
What truly defines a prosperous life? Is it the wealth you accumulate or the impact you make on others? Jerome Myers invites you to question traditional ideas of success as he explores the value of intentional living, purpose, and leaving a legacy that uplifts others. Through compelling personal stories and practical insights on balancing time, talents, and meaningful connections, Jerome challenges you to think beyond material gains.
Expect to uncover why genuine impact often outweighs income and how living aligned with your purpose can make every encounter meaningful. Tune in to discover how you can create a life that resonates with significance.
[00:00 - 01:19] Setting the Scene: Seeking Significance
Reflecting on the power of community and shared values
Success, for Jerome, means making a positive impact
Invites listeners to pursue big dreams and self-actualization
[01:20 - 05:03] Reflections from Hawaii: Time and Legacy
The family trip provides space to unplug and reflect
The “Losing your marbles” exercise underscores time’s value
Shares a story about keeping promises and dependability
[05:04 - 10:23] Self-Identity and Standards
Discusses how self-image shapes behavior
Encourages setting personal standards as a “thermostat”
Importance of showing up intentionally for others
[10:24 - 17:51] Wealth, Giving, and Return on Life
Balancing time, talent, and treasure in life
Advocates for giving and witnessing impact firsthand
Shifts focus from wealth to meaningful experiences
[17:52 - 22:31] Running Your Race
Emphasizes concentration on personal goals, not comparisons
Lessons from his journey highlight patience and perseverance
Stresses valuing the journey over rushing to the end
[22:32 - 24:10] Preparing for Mastermind: Building a Legacy
Jerome invites listeners to his upcoming mastermind
Importance of growth through shared insights and community
Reaffirms the value of pursuing dreams and building legacy
Key Quotes:
Run your race. Keep your eye on your prize. Once you start looking left and right, you’ll get distracted and may miss your opportunities and your mark. - Jerome Myers
Imagine calling yourself prosperous when you have a lot of money but lack time or the ability to use your talents. - Jerome Myers
Connect with Jerome!
LinkedIn: https://www.linkedin.com/in/jeromemyers
Instagram: https://www.instagram.com/coachjeromemyers/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
Learn more about your ad choices. Visit megaphone.fm/adchoices -
How can a leader step away from the company they’ve built without losing their sense of purpose or identity? In this conversation, Robert Glazer shares his unique approach to business exits. Rather than abruptly walking away, Robert took a gradual approach to stepping down from his role as CEO. He discusses the emotional and strategic challenges of slowing down, the importance of succession planning, and how to find purpose beyond leadership. What happens when the hustle ends? How can you transition smoothly without losing your sense of self?
Listen to this episode to hear Robert’s insights on creating a thoughtful exit plan that prioritizes personal well-being and business success.
[00:00 - 03:03] Welcoming Robert and Intentional Focus
How perception shifts with an intentional focus in business and life
Setting the stage for discussions on business exits and transitions
[03:04 - 08:07] Robert’s Exit Strategy and Succession Planning
Phased exit from Acceleration Partners and preparing personally
Steps Robert took to ensure a smooth, ego-free leadership handover
[08:08 - 16:31] Finding the Right Financial Partner
Criteria for selecting the right financial partner for growth
It is important to align values and cultural fit with the company’s future
[16:32 - 24:45] The Emotional Impact of Exiting
Coping with the loss of leverage and identity after stepping down
Robert found a new purpose through writing and speaking
[24:46 - 34:59] Health and Well-Being After Deceleration
The mental and physical toll of slowing down after years of hustle
Practical advice for founders managing this transition
[35:00 - 45:07] Lessons and Final Thoughts
How time off improved Robert’s well-being and shifted his focus
The importance of health, family, and planning for the future
Key Quotes:
“The people who thought they could just walk away on day one are usually unhappy. You need to plan a gradual exit.” - Robert Glazer
“When I realized I didn’t want to run this business forever and it was getting too big, I knew I needed a partner to allow for a gradual drawdown.” - Robert Glazer
Connect with Robert!
Website:https://robertglazer.com/
LinkedIn: https://www.linkedin.com/in/glazer/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Is the most challenging part of running a business knowing when—and how—to let it go? Laurie Barkman, a business transition expert, helps entrepreneurs tackle the challenges of preparing their businesses for exit. She reveals why most businesses fail to sell and what owners can do to avoid this fate. Laurie and Jerome discuss the emotional and practical sides of exiting, offering actionable steps to ensure your business thrives without you.
Ready to find out how to exit on your terms? Listen now to discover how you can prepare for a smooth, successful transition.
[00:00 - 04:08] Welcome to the Sherpa Journey
Jerome introduces Laurie Barkman as a "business Sherpa"
Laurie defines what a "business Sherpa" does for entrepreneurs
[04:09 - 09:36] The Hard Truth About Business Exits
Most business owners need to prepare for exit
Only 2 out of 10 businesses that intend to sell do
[09:37 - 14:48] Increase Business Value While You Still Run It
Laurie compares improving a business to renovating a house
Owners should focus on creating value while still in control
[14:49 - 20:32] Overcoming Emotional Attachments
Laurie shares stories of owners who resist selling
Emotional ties to businesses often prevent logical decisions
[20:33 - 25:44] When Is a Business Truly Exit-Ready?
Preparing for an exit can take up to a year or more
Exit readiness requires financial, legal, and operational planning
[25:45 - 31:36] The Power of Planning: It’s a Marathon
Exiting is a marathon, not a sprint
Predictability and stability make businesses more attractive to buyers
Key Quotes:
"Exit shouldn’t be a dirty word. It’s a transition – a movement from one stage to another." – Laurie Barkman
"Predictability and stability lead to the best valuations when it's time to sell a business." – Jerome Myers
Connect with Laurie!
Website: https://thebusinesstransitionsherpa.com/
LinkedIn: https://www.linkedin.com/in/lauriebarkman/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
Learn more about your ad choices. Visit megaphone.fm/adchoices -
What happens when your identity is deeply tied to your business? How do you plan an exit that protects your company and your sense of self? Jerome Myers and Matt Halloran explore the “Founder’s Exit Paradox” and the challenges of stepping away from a business while asking: What’s next when the company no longer defines you?
Jerome shares stories from his workshop with Sri Lankan business leaders, tackling identity, legacy, and the importance of planning a purposeful exit. Whether you’re years away from exiting or nearing the decision, this episode offers the strategies and insights to guide you toward a future filled with meaning.
[00:00 - 04:51] Small Shifts, Big Impact
Tiny decisions, significant changes: Small shifts lead to significant outcomes
Sri Lanka insights: Lessons from family businesses
Legacy views: U.S. vs. Sri Lankan perspectives
[04:52 - 10:07] Legacy Resistance and The Founder's Exit Paradox
Legacy pushback: Some resist the concept of legacy
Identity struggle: Entrepreneurs find it hard to separate from their business
Exit challenge: Unraveling identity is necessary but difficult
[10:08 - 15:28] Shedding Business Identity
The descent: Shedding business identity like layers
New passions: Sri Lankan entrepreneur pursues racing
Exploring purpose: Finding passions outside of work
[15:29 - 22:00] Passion Projects and Creating Value
Passions to legacies: Passion projects leave a lasting mark
Rewarding work: Passion-driven efforts can be more fulfilling
Purpose focus: Solve bigger problems after exiting
[22:01 - 28:15] The Importance of Exit Planning
Exit strategy: Critical like estate planning
Three exit options: Sell, close, or pass down
Avoid chaos: Poor planning leads to messy transitions
[28:16 - 33:16] Final Thoughts and Next Steps
Think ahead: Plan long-term for your exit
Reverse success: Work backward from your goal
Assessment insights: Jerome’s tool helps business owners prepare
Key Quotes:
“Small shifts over time can make humongous changes, not just in that person's life, but also in the world.” - Matt Halloran
“Founders often wrap their identity up in the business, and unraveling that is one of the hardest parts of the exit.” - Jerome Myers
Connect with Jerome!
LinkedIn: https://www.linkedin.com/in/jeromemyers/
Instagram: https://www.instagram.com/coachjeromemyers/
Post Exit Personality Assessment
Link: https://theexitparadox.com/assessment
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
Learn more about your ad choices. Visit megaphone.fm/adchoices -
What happens when you sell the business that defines you? Can financial success replace personal fulfillment? In this episode, Michael Silva shares his journey from building a thriving physical therapy practice to facing the emotional challenges of stepping away.
Expect real stories about preparing your business and yourself for an exit and finding purpose in the next phase of life. This episode offers essential insights if you're a business owner or entrepreneur considering your exit. Are you truly ready? Listen to find out!
[00:00 - 08:15] Michael Silva & The Identity Crisis
Michael reflects on how his identity was tied to his role as a business owner
Selling the business forced him to confront an emotional void he wasn’t prepared for
[08:16 - 16:23] Building the Practice and Team
He describes the struggles of starting his practice and the importance of early key hires
Growing a team and expanding operations were essential to the business's success
[16:24 - 25:03] Preparing for the Exit
Michael explains how stepping back from revenue generation made the business more attractive to buyers
Systems and a strong team allowed the business to run without his daily involvement
[25:04 - 33:19] Emotional Toll of Selling
Selling the business left Michael feeling disconnected, even though he had prepared logistically
Support from family helped him cope with the emotional aftermath of the sale
[33:20 - 41:11] Starting A New Chapter
Michael talks about transitioning to coaching and the challenge of imposter syndrome
Helping others succeed brought him a new sense of fulfillment post-exit
[41:012 - 41:48] Reflections on Fulfillment
Financial success from the sale didn’t immediately lead to personal fulfillment
Preparing both emotionally and financially is crucial for a successful transition
Key Quotes:
"The financial part of selling a business is only half the story—the emotional toll is what I wasn’t prepared for." - Michael Silva
"What I see most people do is get the business exit-ready, but they don't get themselves exit-ready." - Jerome Myers
Connect with Michael!
LinkedIn: https://www.linkedin.com/in/michaeljsilva-pt-consultant/
Website: https://michaeljsilva.com/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What does it take to turn a vision into reality? In this episode, Jerome Myers talks with Don Jackson, who went from being a teen father to building a multimillion-dollar mental health business. Don shares the risks he took, his sacrifices, and how he found a new purpose after success. Jerome asks: what are we willing to do to make our dreams real?
If you’ve ever wondered how to push through life’s toughest challenges and find purpose beyond success, listen now and be inspired to follow your vision.
[00:00 - 05:03] Vision and the Power of Perseverance
Introduction to Don Jackson and his entrepreneurial beginnings
Facing challenges early as a teen father
Trusting your vision and embracing the struggle as part of the journey
[05:04 - 11:09] From Grass Cutting to Mental Health Entrepreneur
Don’s first hustle mowing lawns and how responsibility shaped his work ethic
Reflecting on his drive to support his family from a young age
Transitioning from physical labor to finding his passion in the mental health field
[11:10 - 17:11] Building Right Path Behavioral Health
The difficult two-year journey of starting Right Path Behavioral Health
Navigating the roadblocks and gatekeepers in the mental health industry
Becoming the youngest mental health service provider in Florida at age 28
[17:12 - 29:51] Growing the Company and Becoming a Leader
The challenges of leadership and hiring the right people
Building Right Path into a company with 63 employees and maintaining a hands-on leadership approach
Balancing growth and personal values to build a strong company culture
[29:52 - 43:59] The Emotional Exit and Life After Selling
Don’s reflections on receiving a multimillion-dollar wire after selling the company
Coping with the emotional aftermath of stepping away from a business he built from the ground up
Finding new purpose and continuing the journey post-sale
[44:00 - 46:40] Final Thoughts and Advice for Aspiring Entrepreneurs
The importance of staying true to your vision
How success is not just about financial gains but about perseverance and making a positive impact
Key Quotes:
“Your vision is your vision. God would've given it to them if the vision were for anybody other than you. So, you gotta trust it." - Don Jackson
"If it were easy, everybody would be doing it. Embrace the struggle." - Don Jackson
Connect with Don!
Email: [email protected]
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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Can you succeed while staying true to your values and building a lasting family legacy? In this episode, Rich Christiansen, an entrepreneur with 17 successful business exits, shares his journey of balancing wealth, family, and personal growth. He introduces his Legato Family Framework, offering practical ways to avoid the common traps of generational wealth loss and build a foundation rooted in values. Rich also opens up about discovering his true identity and the transformative power of self-forgiveness and love.
If you’re looking for insights on how to find proper balance in life, this is an episode you won’t want to miss. Listen now to explore how you can create a meaningful legacy for yourself and your family.
[01:29 - 03:04] Meet Rich Christiansen
Jerome introduces Rich, highlighting his 17 successful business exits.
Rich shares how family and values have shaped his life and business.
They discuss the balance between wealth creation and meaningful relationships.
[03:05 - 08:53] The Pendulum of Balance
Rich explains the challenges of balancing professional success with personal life.
Balance means flowing between extremes, not staying rigid.
The pressure to prove worth can disrupt life balance.
[08:54 - 17:35] The Legato Family Framework
Introduction to Rich’s Legato Family Framework centered on family values and traditions.
Rich explains how it helps families avoid generational wealth loss.
Creating a family mission statement is key to preserving values.
[17:36 - 31:07] Overcoming Guilt and Shame
Rich discusses guilt and shame as low emotional frequencies that hold people back.
Open dialogue and spiritual growth are essential for healing.
His family framework focuses on self-love and rejecting shame.
[31:08 - 52:56] Rich’s Personal Story: Discovering His True Identity
Rich shares the emotional story of discovering he was donor-conceived.
The journey of reconciliation transformed his understanding of family.
He emphasizes the power of forgiveness and self-love in overcoming challenges.
Key Quotes:
"Balance is about crossing the line of balance as frequently as possible." - Rich Christiansen
"Our deepest need is to be seen, but also our biggest fear is being fully manifest and seen." - Rich Christiansen
Connect with Rich!
Website: https://richchristiansen.com/
LinkedIn: https://www.linkedin.com/in/richristiansen/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What does it mean to live a life of true significance? In this episode of Dream Catchers, Jerome Myers, and Lloyd Reeb explore how to shift from chasing career success to building a purpose-driven life. With over 25,000 hours of coaching experience, Lloyd shares practical steps to "get clear, get free, and get going" in your journey. Listeners will learn to balance time, energy, and wealth, build a family legacy, and mentor the next generation.If you’ve ever asked yourself, "Is there more to life than this?" this episode is for you. Lloyd Reeb challenges you to redefine success and shows how living with intention can transform your life and legacy.[00:00 - 06:45] Introduction & Lloyd Reeb’s Coaching JourneyJerome introduces Lloyd Reeb, highlighting his 25,000+ hours of coaching experienceDiscuss gaining clarity in life with Lloyd’s process: "Get clear, get free, and get going"It is important to create a margin in life to explore purpose and take action[06:46 - 16:59] The Halftime Institute: From Success to SignificanceThe Halftime Institute, co-founded by Lloyd and Bob Buford, helps people shift from career focus to life purposeHow midlife prompts reflection on whether there’s more to life than career successTransitioning to becoming the "Chief Life Officer" and creating impact in the second half of life[17:00 - 27:52] Building Financial Freedom & Family LegacyLloyd shares insights on financial freedom and the importance of capping lifestyle to focus on purposeExamples of how limiting lifestyle leads to more joy and opportunities for contributionStrategies for building a family enterprise that generates wealth while blessing others[27:53 - 41:13] Mentoring the Next GenerationLloyd discusses the fulfillment of investing in the next generation through mentorshipThe concept of Ardent Mentoring, where seasoned leaders guide young social entrepreneursMentoring is a way to invest time and wisdom in others for a lasting impact[41:14 - 52:37] Intentional Leadership & Closing ThoughtsThe necessity of intentional leadership in building a thriving family and lifeSetting lifestyle limits, teaching kids about money, and fostering purpose in family lifeFinal thoughts on becoming your "Chief Life Officer" with long-term personal metrics and a life missionKey Quotes:"Money is a terrible master but a great servant." - Lloyd Reeb"Building a career is one thing; building a life is far more intimate, complex, and rewarding." - Lloyd ReebConnect with Lloyd!Website: https://halftimeinstitute.org/LinkedIn: https://www.linkedin.com/in/lloydreeb/LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/Learn more about your ad choices. Visit megaphone.fm/adchoices
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What if your tax strategy is costing you more than it should? This episode challenges the norm and asks: Are you keeping as much of your hard-earned money as possible? Join Jerome Myers and tax attorney Todd Villarrubia as they reveal strategies that could transform your understanding of taxes. From selecting the correct business entity to advanced tax plans, Todd shares insights that could protect and grow your wealth.
If you're ready to rethink your approach and maximize your financial freedom, this podcast is for you. Tune in to discover the key strategies that could change your financial future.
[00:00 - 09:51] Misconceptions About CPAs and Tax Planning
CPA vs. Tax Strategist: CPAs often focus on tax preparation rather than proactive tax reduction strategies
Proactive Planning: Effective tax planning can yield a 10-to-1 ROI, significantly reducing tax burdens
Customized Solutions: Importance of personalized tax strategies tailored to individual needs
[09:52 - 17:59] Tax Strategies for Business Owners
Cost Segregation: Utilizing cost segregation to maximize tax deductions on commercial real estate
Retirement Plans: Advanced options like the 412(e)(3) allow substantial tax-deductible contributions
Strategic Deductions: Methods to optimize deductions and minimize taxable income.
[18:00 - 24:31] Preparing for a Business Exit
Entity Structure: The impact of business entity choice on tax liabilities during an exit.
Deferred Sales Trusts: Deferring taxes for up to 20 years to maintain financial flexibility post-exit
Capital Gains Optimization: Strategies to maximize favorable tax treatment on capital gains
[24:32 - 29:43] Protecting Wealth Through Trusts
Asset Protection Trusts: Safeguarding assets from lawsuits while retaining control
Dynasty Trusts: Preserving wealth across generations, tripling net worth by avoiding estate taxes
Trust Planning: Early planning is necessary to ensure long-term wealth protection
[29:44 - 37:00] Future Tax Legislation and Its Impact
Upcoming Changes: Potential reductions in estate tax exemptions and increases in income tax rates
Strategic Planning: Staying ahead of tax law changes to protect assets and minimize taxes
Charitable Planning: Prioritizing tax incentives before leveraging philanthropic contributions for tax reduction
Key Quotes:
"Double your take-home pay by changing how you manage taxes. It’s not a fantasy; it’s a strategy." - Todd Villarrubia
"Paying more in taxes than you need to is a sin. There's so much more good that can be done with those dollars in the hands of the people who earned them." - Jerome Myers
Connect with Todd!
Website: https://lawealthplan.com/
LinkedIn: https://www.linkedin.com/in/todd-villarrubia/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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Can you scale the heights of professional success while maintaining your authenticity and personal values? In this engaging podcast episode, Brittany Anderson, an accomplished entrepreneur and financial strategist, addresses this critical question. She shares her journey and the strategies that have enabled her to manage a billion-dollar company while fostering a culture of authenticity and supportive community engagement. Listeners will gain insights into the power of Brittany's 90/10 concept—her innovative method for balancing intense professional drive with the essential need for personal downtime and reflection. She also discusses the challenges and opportunities for women in leadership roles and the transformative impact of cultivating genuine connections in the workplace and beyond.
Tune in to learn from Brittany's experiences and discover actionable advice for navigating your career with integrity and purpose. Listen now and start your journey toward a more balanced and fulfilling professional life.
[01:00 - 9:03] Breaking the Mold: Brittany’s Journey to Leadership
From Corporate America to Entrepreneurship: Brittany shares her transition from managing a jewelry store to becoming the president of a financial services firm
Taking the Leap: How Brittany’s willingness to take risks led her to a successful career in wealth management
A Heart for Small Communities: The decision to invest in a rural Minnesota nursery and the impact of supporting local businesses
[09:04 - 18:21] Trailblazing the Path: Empowering Women in Finance
Women and Wealth: The evolving role of women in wealth management and why they are the future of the industry
Challenging the Status Quo: Brittany discusses the unique challenges women face in balancing career and family life
Building the Trailblazers Community: The motivation behind creating a space for women to connect and thrive in their professional and personal lives
[18:22 - 27:11] The 90/10 Rule: Redefining Success and Avoiding Burnout
Slowing Down to Speed Up: Introducing the 90/10 concept and its role in maintaining balance and avoiding burnout
Balancing Act: How high achievers can maintain success without sacrificing their personal lives
Showing Up Fully: The importance of bringing your best self to both work and home
[27:12 - 36:56] Authentic Connections: The Power of Vulnerability and Support
Creating Safe Spaces: Brittany’s vision for Trailblazers as a platform for women to connect authentically
The Power of Community: How vulnerability and support within a curated community can lead to personal and professional growth
From Competition to Collaboration: Shifting the focus from competing to supporting one another in achieving success
[37:57 - 46:18] The Dream Architect: Crafting a Vision for Your Future
The Over Dinner Conversation Tool: Brittany introduces a powerful tool to help listeners clarify their dreams and build deeper connections
Empowerment Through Service: The fulfillment that comes from helping others achieve their dreams
Final Reflections: The importance of networks and genuine connections in achieving long-term success
Key Quotes:
"Women are not a niche in your business; they are the future of your business." - Brittany Anderson
"The 90/10 concept is about giving yourself permission to slow down so you can show up fully both at work and at home. - Brittany Anderson
Connect with Brittany!
Website: http://www.sweetfinancial.com/
LinkedIn: https://www.linkedin.com/in/brittany-anderson/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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How do you redefine success when you've achieved what you thought was the ultimate goal? In this episode, host Jerome Myers engages with Sam Wakefield, an entrepreneur who successfully built and sold his business but found himself asking, "What’s next?" This conversation profoundly explores what it truly means to exit the matrix of conventional success and pursue a life of greater purpose and impact.
Listeners will learn how Sam transitioned from a career in the HVAC industry to becoming a sought-after coach and speaker, all while staying true to his core philosophy: giving more value than you take. The episode covers the challenges of selling a business, the emotional aftermath, and the unexpected opportunities when you focus on serving others instead of just making a profit. If you're at a crossroads in your career or contemplating your next big move, this episode will provide the insights and inspiration you need to confidently take that next step.
[00:00 - 05:36] Vision: The Fuel for Your Dreams
Meet Sam Wakefield: Get to know Sam’s Texan roots and how his early life shaped his career
A Heatwave of Change: Discover how Sam’s entry into the HVAC industry was more fate than choice and how it set the stage for his entrepreneurial journey
[05:37 - 14:12] Rising from the Ashes: Turning Adversity into Opportunity
A Near-Death Experience: Sam shares a harrowing story of a life-threatening incident that led him to rethink his career and life priorities
Catalysts for Growth: The impact of personal development books, like Rich Dad Poor Dad, on Sam’s mindset and career trajectory
Entrepreneurial Lessons: Learn how Sam transformed challenges into opportunities and the crucial role resilience plays in success
[14:13 - 25:28] The Exit Strategy: When the End is Just the Beginning
The Emotional Rollercoaster of Selling a Business: Sam opens up about the bittersweet experience of selling his company and the identity crisis that followed
Facing the Unknown: How Sam navigated the uncertain period after his exit, and why it led him to his true calling
A New Chapter in Leadership: Discover how Sam’s next move, though seemingly a step back, became a launching pad for his coaching career
[25:29 - 34:08] The Power of Generosity: Serve First, Success Follows
Service Over Sales: Sam reveals his philosophy of providing immense value without expecting immediate returns and how it has shaped his approach to business
Life’s Guiding Principles: Explore Sam’s core beliefs—doing what’s generous and always giving more than you take
Building an Abundance Mindset: Practical tips on how to shift from a scarcity mindset to one of abundance, even during tough times
[34:09 - 45:04] Living in Alignment: Core Values as Your Compass
Why Core Values Matter: Jerome and Sam discuss the importance of living authentically by aligning actions with core values, both in business and life
The Accelerating Power of Coaching: Learn why investing in a coach can be the game-changer you need to achieve your goals rapidly
Final Reflections: As the episode closes, reflect on the power of vision, content creation, and staying true to your purpose
Key Quotes:
"Don't just do what's right... do what's generous." - Sam Wakefield
"When you try to do something for everyone, you end up doing something for no one." - Sam Wakefield
Connect with Sam!
LinkedIn: https://www.linkedin.com/in/closeitnow
Website: https://www.closeitnow.net/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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How can an entrepreneur navigate the complexities of scaling a startup to reach billion-dollar valuations? In this revealing episode, Jerome Myers sits down with Angel Alvarez, who shares his transformative journey from a modest startup to a billion-dollar enterprise. Listen as Angel breaks down the key strategies behind his success, from embracing risks and strategically planning business exits to integrating philanthropy deeply into his company’s DNA. This discussion sheds light on achieving exponential business growth and emphasizes the broader impacts of entrepreneurial success.
Are you intrigued by the possibility of turning a small venture into a vast empire? Join us for this enlightening conversation that will inspire, educate, and provide actionable insights for anyone interested in large-scale business development.
[00:00 – 06:16] Opening Thoughts and Embracing Failure
Angel Alvarez opens with his philosophy on failure as a stepping stone to success
Introduction to the show and its mission by Jerome Myers, setting the tone for an inspiring discussion
[06:16 – 18:00] The Journey from Employee to Entrepreneur
Angel details his transition from an early career employee to establishing his own business empire
Insights into the challenges and key decisions during the initial stages of his career
[18:00 – 26:08] Strategic Growth and Business Exits
Discussion on scaling the business through strategic mergers and acquisitions
Angel shares his experiences with business exits and the critical strategies that led to successful outcomes
[26:08 – 36:56] Philanthropy Intertwined with Business
Angel explains how philanthropy is an integral part of his business strategy
Specific examples of philanthropic initiatives and their impact on both the community and business success
[36:56 – 45:52] Concluding Insights and Vision for the Future
Angel offers advice to aspiring entrepreneurs on resilience and pursuing their visions
Jerome concludes the episode with reflections on the discussion and hints at what's to come in future episodes
Key Quotes:
Many quit after failing; I failed multiple times before succeeding. It’s all about mindset.– Angel Alvarez
"We built the organization with a culture of acquiring and nurturing talent, which many overlook during acquisitions." – Angel Alvarez
Connect with Angel!
LinkedIn: https://www.linkedin.com/in/angel-i-alvarez-26170a7/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
Learn more about your ad choices. Visit megaphone.fm/adchoices - Visa fler
