The Disruptive Successor Show is a podcast for next-generation leaders in family businesses and entrepreneurs who want to disrupt the status quo to grow their business and take it to the next level. We all know that what got us here isn’t going to get us there. If you are taking control over your family’s business or trying to get your business to the next level, you will need inspiration, advice and resources to help you create a massive impact. Listeners of my show include not only the mil ...
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Episode 184 - Building Better Business: Dylan Milroy on Disrupting the Waterproofing Industry & Empowering Employees
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Dylan Milroy is a trusted advisor and employee-focused business leader in the home services industry. As the founder, owner, and operator of Better Basements and Waterproofing, Dylan has mastered the art of driving lead flow and building a standout company culture that promotes success and employee retention. He is known for his belief in prioritiz…
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Episode 183 - The Power of Legacy with Charlie Leichtweis
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Charlie Leichtweis is the founder of Experts in How LLC, a business consultancy focused on family businesses and helping them create successful legacies. With over 40 years of experience, Charlie has served as a C-suite executive, advisor, and board member for numerous family-owned businesses. He is also the author of two books, 'The Power of Respe…
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Episode 182 - Using Team Dynamics Assessment for Building a High-Performing Team with Christopher Morrison
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Christopher Morrison is the co-founder and CEO of TeamDynamics, a groundbreaking platform that redefines team collaboration by focusing on team dynamics rather than individual personalities. With a background at leading consulting firms like McKinsey and a successful track record in tech startups, Christopher brings a wealth of experience in organi…
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Episode 181 - Kelly Finnell, Author of The ESOP Coach, Explains How ESOPs Work
28:56
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Kelly Finnell is a leading expert in Employee Stock Ownership Plans (ESOPs) with over 40 years of experience. As one of the nation’s premier ESOP consultants, Kelly has designed and executed numerous ESOPs and has shared his expertise at more than 300 conferences and meetings globally, including in London and Sydney. In 2010, Kelly authored "The ES…
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Episode 180 - The Winning Mindset: Strategies from Elite Athletes to Achieve Peak Performance
27:41
27:41
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Dr. Kimberly Wagner is a licensed psychologist and performance coach with over a decade of experience working with elite athletes and business professionals, including Major League Baseball players. She conducted a study on the mental skills and characteristics that enhance performance in Major League Baseball players, which led to the development …
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Episode 179 - Understanding Conflict in Family Businesses with Doug Baumoel
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Doug Baumoel is the founder of Continuity Family Business Consulting and a renowned expert in managing conflict within family enterprises. With over 25 years of experience, Doug has developed a unique systems approach to resolving deep-seated family disputes. He is the co-author of the influential book "Deconstructing Conflict: Understanding Family…
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Episode 178 - The Quantum Leap Technique with Mark Scherer, PhD.
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Known as “the coach for coaches”, Mark Scherer has had the pleasure of working with thousands of individuals, including executives, entrepreneurs, healthcare professionals, coaches, and leaders - enabling them to navigate the most challenging personal chapters of their lives. As a certified business mentor, Mark applies his many modalities to help …
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Episode 177 - Talking Family Enterprise with M&A Advisor R. Adam Smith
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R. Adam Smith is a distinguished strategic advisor, financier, and deal maker with over two decades of experience in private company finance and family offices. As a LinkedIn Top Voice and seasoned board member of 10x companies, he brings extensive expertise in family business dynamics. He is the founder and host of Family Business Audiocast, the s…
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Episode 176 - Talking with Scott Snider, Next-Gen Leader and President of Exit Planning Institute
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Scott Snider is a recognized expert in family business dynamics and the CEO of Exit Planning Institute (EPI), where he leads efforts to educate advisors and business owners on succession planning and value acceleration strategies. With a background in finance and a passion for helping businesses navigate leadership transitions and maximize their va…
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Episode 175 - Models for Next Gen Giving — Unleashing the Power of Philanthropy with Shelley Hoss and Drew Hoeven
48:13
48:13
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Shelley Hoss, Chief Executive Officer at Orange County Community Foundation, brings over 38 years of leadership in philanthropic organizations to the discussion. She offers deep insights into the transformative role of community foundations in integrating philanthropy into business models. Shelley highlights how such integration not only enhances c…
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Episode 174 - Talking Time and Priority Management with Time Boss, Andrew Hartman
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Andrew Hartman, is a seasoned professional with over two decades of experience in marketing tech firms and software startups. Specializing in time management and strategic prioritization, Andrew developed the Time Boss Model to help individuals achieve their goals without compromising their mental health. After experiencing burnout and significant …
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Episode 173 - The Sales Conversation with Nikki Rausch
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Nikki Rausch, founder of Sales Maven, is a renowned sales expert, author, and speaker specializing in neuro-linguistic programming (NLP) to enhance sales conversations and strategies. With over 25 years of experience in sales and sales training, Nikki helps entrepreneurs and business leaders improve their communication skills, build authentic relat…
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Episode 172 - Navigating Generational Transfer and Entrepreneurship with Steve Hasty
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Steve Hasty is a dynamic second-generation family business owner and entrepreneur, currently serving as the president and owner of Hasty Awards, a leading company in the awards industry. With over 30 years of experience, Steve has significantly expanded the business, diversifying its product offerings and transforming it into a major player in the …
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Episode 171 - Talking with Jon Bassford, Your Fractional Operations Executive
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Jon Bassford is a visionary entrepreneur and operations professional who thrives on creating and driving change. As the Founder and CEO of Lateral Solutions, an operations management company, our guest specializes in helping organizations achieve growth through streamlined and effective operations. In the entrepreneurial and business world, "10X" i…
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Episode 170 - Thinking Ahead About How to Thrive with Leadership Advisor Steven Wilkinson
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Steven Wilkinson is a seasoned advisor with 35 years of experience in investing and company leadership, specializing in guiding owner managers of mid-market companies through transitions and growth phases. Based in Ireland, Steven brings a unique perspective rooted in his background working at the intersection of finance and entrepreneurship, parti…
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Episode 169 - Career and Leadership Coaching designed for Gen Z and Millennials by Madeline Miller
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Madeline Miller, a seasoned executive coach and former attorney, brings a unique blend of experience and insight to her work. With a career spanning across diverse sectors and continents, from corporate law to entertainment, including a role as a production attorney on the James Bond franchise, Madeline has honed her ability to navigate uncertainty…
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Episode 168 - How and Why Having Difficult Conversations Matter with Maryann G. Bell
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Maryann G. Bell is a seasoned partner at Wingspan Legacy Partners, an esteemed family business advisory firm. With a wealth of experience garnered from her tenure at Goldman Sachs across New York, Boston, and London, coupled with her MBA from Harvard University, Maryann brings invaluable insights to the complexities of multi-generational family ent…
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Episode 167 - Entrepreneur Franco Perez is Reimagining Mobile Homes and Expanding Affordable Housing across the Bay Area
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Franco Perez is an innovative entrepreneur and the driving force behind Franco Mobile Homes. Growing up in a family with unstable housing, Franco was determined to create affordable housing solutions in Silicon Valley and beyond. He discovered the potential of mobile home parks and has since built a successful business focused on helping families t…
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Episode 166 - Squeezing the Juice with Financial Advisor Jennifer Lee
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Jennifer Lee is a highly experienced financial expert and the founder of Modern Wealth, a Sarasota-based firm specializing in guiding individuals through significant life transitions. With over three decades of industry experience, Jennifer's approach is deeply rooted in understanding her clients' values and aspirations, translating financial resou…
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Episode 165 - Succession Planning Mindset Musts for a Business Owner with Gina Cotner and Dorian Zarbakhsh
42:42
42:42
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Gina Cotner is the founder and CEO of Athena Executive Services, a pioneering firm that pairs virtual executive assistants with busy entrepreneurs and executives across the United States. With over 15 years of experience working remotely on national and international teams, Gina brings a wealth of knowledge in optimizing productivity and streamlini…
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Episode 164 - Bridging the Gap from Winning Athlete to Thriving Entrepreneur with Jay Dixon
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Jay Dixon is a dynamic entrepreneur and former athlete who has seamlessly transitioned his passion for sports into the world of business. With a background in football and a drive for success, Jay founded multiple successful companies and actively participated in numerous business transactions. His latest endeavor, SuccessCoach.com, stands as a tes…
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Episode 163 - Talking Tax Mitigation Strategies with Dan Whittaker, CPA
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Dan Whittaker, a seasoned CPA and entrepreneur with over 30 years of experience, stands at the intersection of financial expertise and family business insight. As the founder of Whitaker and Company, established in 1999, he has dedicated his career to helping family-owned and closely held businesses in the lower-middle market achieve financial succ…
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Episode 162 - How My Client Justin White 10x’ed His Business
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Justin White is the CEO of K&D Landscaping, a family business that he took over at the age of 25. Under his leadership, the company has experienced significant growth, expanding its revenues, profits, and enterprise value. Justin is also a coach and the founder of The JW Group, where he helps other entrepreneurs and business owners achieve their go…
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Episode 161 - Generational Transitions: Navigating the Sale of Your Family Business with Kevin Berson
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46:28
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Join Jonathan Goldhill in a riveting episode of Disruptive Successor as he delves into the intricate world of mergers and acquisitions with seasoned expert Kevin Berson. Uncover the common misconceptions, challenges, and success stories behind selling businesses, whether you're a family-owned enterprise or a thriving IT managed service provider. Ga…
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Episode 160 - A Conversation with Les O’Hara - Another Coach to Contractors
42:02
42:02
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In this episode of the Disruptive Successor, Jonathan Goldhill and Les O'Hara delve into the essential elements of entrepreneurial success, focusing on mastering time management and leveraging automation tools for business growth. Les shares his journey as a serial entrepreneur and the pivotal role of financial education, marketing, and CRM systems…
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Episode 159 - Talking about Content Marketing Powered by AI with Cody Schneider
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46:22
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In this episode of the Disruptive Successor, Jonathan Goldhill engages in a dynamic conversation with Cody Schneider, an entrepreneur and digital marketer, exploring the journey from traditional family businesses to disruptive digital marketing strategies. Cody shares his experiences transitioning from unsexy industries to creating AI tools for con…
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Episode 158 - The Entrepreneur’s Investment Partner” with Kevin Bibelhausen of Fruition Capital
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In this episode of the Disruptive Successor, Jonathan Goldhill delves into the world of acquiring family businesses with Kevin Bibelhausen, Principal at Fruition Capital. Discover the secrets of acquiring stable operating businesses, the challenges faced, and the strategies to navigate the complex acquisition market. From overcoming obstacles to fi…
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Episode 157 - Happiness: A Conversation with a Catholic Priest and Global Technology Consultant
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42:56
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In this episode of the Disruptive Successor, Jonathan Goldhill explores the intersection of success, fulfillment, and spirituality with guests Steven D'Angelo, a technology executive turned consultant, and Father Arnold Rosney, a Catholic priest with extensive experience in pastoral care. Together, they delve into the essential components of a fulf…
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Episode 156 - How to Buy a Good Business at a Great Price with Richard Parker
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In this episode of the Disruptive Successor, Jonathan Goldhill engages in an insightful conversation with Richard Parker, an expert in business acquisition and a managing partner at Diomo. Richard shares his journey from mentoring Ray Dalio's son to his extensive experience in buying and selling businesses. He delves into the critical importance of…
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Episode 155 - The Journey of Professional Athlete Turned Entrepreneur with Zach Carlin
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Join host Jonathan Goldhill on the Disruptive Successor show as he delves into the incredible journey of Zach Carlin, a former professional athlete who ventured into entrepreneurship. In this episode, Zach shares how his experiences as a fighter and CrossFit competitor shaped his mindset and approach towards business, highlighting the crucial conne…
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Episode 154 - Unbelievable Lessons Learned by Third Generation Family Construction Business Owner Mike Ghilotti
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In this episode of the Disruptive Successor Show, Jonathan Goldhill engages in an illuminating conversation with third-generation family business owner Michael Ghilotti. Spanning over 110 years, the Ghilotti family's construction business journey encapsulates a saga of entrepreneurial resilience, family dynamics, and evolving industry practices. Mi…
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Episode 153 - The Importance of Prenups in Safeguarding Business Ownership with Maryann G. Bell
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In this episode of the Disruptive Successor Show, Jonathan Goldhill in a thought-provoking conversation with Maryann G. Bell about the critical need for prenuptial agreements (prenups) in family businesses. Explore how prenups transcend financial concerns, safeguarding family assets, business continuity, and stakeholders' interests. Discover why pl…
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Episode 152 - Charitable Giving and Raising Responsible Next Gen Children with Jill Shipley
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In this episode of the Disruptive Successor Show, host Jonathan Goldhill and Jill Shipley, Head of Governance and Education at ALTI Tiedemann Global, delve into the challenges and strategies of navigating charitable giving, raising responsible heirs, and fostering intergenerational dialogue within affluent families. They explore the nuances of mana…
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Episode 151 - Turning Anxiety into Empowerment with Abbe Large
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37:17
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In this episode of the Disruptive Successor Show, host Jonathan Goldhill and Abbe Large from Lenox Advisors delve into the nuanced world of financial planning. Abbe, a dedicated professional, shares her profound insights and experiences navigating difficult financial realities while emphasizing the importance of empathy and understanding in wealth …
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Episode 150 - The Big 3 for Business Owners - Time, Team and Money with John Nieuwenburg
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In this episode of the Disruptive Successor Show, Jonathan Goldhill interviews John Nieuwenburg, an experienced business coach who shares insights gained from over 20 years of coaching small business owners. John delves into his journey from being the president of BC Liquor Stores to becoming a business coach, emphasizing the need for entrepreneurs…
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Episode 149 - Life at Work Podcaster and Investment Banker Greg Martin
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In this episode of the Disruptive Successor Show, join Jonathan Goldhill in an intriguing conversation with Greg Martin, a seasoned entrepreneur and investment banking expert. Together, they discuss Greg's journey from a family business background to his entrepreneurial ventures, exploring industry shifts, and the importance of understanding evolvi…
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Episode 148 - Talking with Family Dynamics Advisor Guillermo Salazar
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In this episode of the Disruptive Successor Show, join Jonathan Goldhill in an intriguing conversation with Guillermo Salazar, a seasoned advisor specializing in family business governance and succession planning. Discover the nuances of family enterprises, their unique challenges, and the essence of effective communication, crucial for navigating …
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Episode 147 - Getting Started with a Family Office with Nolan Bradbury
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In this episode of the Disruptive Successor Show, host Jonathan Goldhill explores the world of family offices with guest Nolan Bradbury, a financial expert with a passion for helping business owners achieve their dreams. Together, they demystify the concept of family offices, discussing what they are, how they benefit families at different wealth l…
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Episode 146 - Do You Have a Family First Business OR a Business First Family Business? with Rob Ferguson
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In this episode of the Disruptive Successor Show, Jonathan Goldhill engages in a captivating conversation with seasoned CEO and trusted family business advisor, Rob Ferguson. The episode delves into the unique dynamics of family businesses and the critical decisions they face when it comes to succession planning and the possibility of selling the b…
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Episode 145 - Highlight Reel: Lessons in Coaching & Success
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In this enlightening episode of The Disruptive Successor Podcast, we dive into the essential components of personal transformation and leadership that not only impact your business but also your personal life. Our guests share a firsthand experience of breaking free from stagnation, realizing the need for change, and making a profound impact on the…
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Episode 144 - Highlight Reel: Lessons in Family Business
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In this enlightening episode of The Disruptive Successor Podcast, we delve into the complexities of family wealth and its impact on the generations that follow. Join us as we explore the challenges and opportunities faced by business-owning families, with a focus on imparting financial wisdom, stewardship, and creating meaningful legacies. Our gues…
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Episode 143 - Highlight Reel: Lessons in Leadership
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In this enlightening episode of The Disruptive Successor Podcast, we explore the multifaceted world of leadership with a diverse panel of guests. From the power of silence to the impact of leadership on corporate culture and the critical role of authenticity, these thought leaders share their insights and experiences that can transform your approac…
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Episode 142 - Navigating Family Business Dynamics: Compensation, Values, and Succession with Mike Alves
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In this episode of the Disruptive Successor Show, Jonathan Goldhill discusses the complex dynamics within family businesses, particularly when it comes to compensation, values, and succession planning. He's joined by Mike Alves, the founder of VIDA Private Wealth, to shed light on the challenges faced by families in business and share insights on h…
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Episode 141 - The Importance of Soft Skills in Leadership Development with Dennis Doran
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Dennis Doran is a seasoned professional with over 40 years of experience in the construction industry. He has worked as a contractor, consultant, strategic trainer, facilitator, leadership development coach, and public speaker. Dennis is the author of the book "Soft as Steel" and hosts the podcast of the same name. He is passionate about helping pe…
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Episode 140 - Navigating Leadership Egos for Organizational Success with Christie Garcia
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In this episode of the Disruptive Successor Show, delves into the complex world of ego management in leadership with guest Christie Garcia, a seasoned leadership coach. They explore the three main ego types: Complier, Controller, and Protector, and discuss how each can either hinder or enhance collaboration within a leadership team. Christie emphas…
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Episode 139 - Deep Listening in the Workplace with Oscar Trimboli
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ABOUT THE GUEST Oscar Trimboli is an award-winning author, host of the Apple award-winning podcast called Deep Listening, and a sought-after keynote speaker. He is on a quest to create 100 million deep listeners in the workplace through his work with chairs, boards of directors, and executive teams. Oscar has experienced firsthand the transformatio…
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Episode 138 - Biohacking and Productivity Tips with Dawn Bloomer
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Dawn Bloomer is a business strategist, consultant, and certified exit planning advisor. She is the founder of Productive Pressure, a philosophy and method that balances the drive for success with a safeguard against burnout. With an MBA and decades of hands-on experience, Dawn has worked with hundreds of practice owners, specializing in legal engin…
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Episode 137 - How to Create High-Performing Teams by Turning Employees into Effective Human Beings with Bob Donaldson
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37:29
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Robert “Bob” M Donaldson is a change expert and the author of "Collaborative Power Grab." He is the founder of Collaborative Strategies Consulting, Inc. and has over 40 years of experience in leadership training and development. Bob specializes in helping leaders create high-performing teams by turning their employees into highly effective human be…
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Episode 136 - Finding Purpose and Joy in Family Business Leadership with Pete Walsh
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Pete Walsh is a full-time coach with over 20 years of experience helping leaders and teams reach their full potential. He is the author of two books, "Coach to Win The Leadership Game" and "The Family Business Playbook," which he co-authored with his grandfather. Pete specializes in working with family businesses and helping the next generation of …
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Episode 135 - Leadership, Culture, and Winning the War on Talent in M&A with Claire Chandler
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ABOUT CLAIRE Claire Chandler is the President and Founder of Talent Boost. With nearly 30 years of experience in people leadership, human resources, and business ownership, Claire specializes in aligning HR and business leaders to deliver strategic outcomes. She helps leadership teams work together more effectively to accelerate business growth. SH…
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