• Trust is a Two-Way Street - Charlie Green
    2024/11/17
    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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    42 分
  • From Coffee Shop Beginnings to CEO Success - David Rodnitzky
    2024/11/10
    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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    55 分
  • Factory of Good: Using Prosperity to Build a Lasting Impact - Alex Bean
    2024/11/06
    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
    続きを読む 一部表示
    39 分
  • Run Your Race and Keep Your Eyes on Your Prize - Jerome Myers
    2024/10/27
    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
    続きを読む 一部表示
    25 分
  • Decelerate Before You Exit - Robert Glazer
    2024/10/20
    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
    続きを読む 一部表示
    46 分
  • Owners are Going to Leave Vertically or Horizontally! - Laurie Barkman
    2024/10/13
    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
    続きを読む 一部表示
    33 分
  • Your Guide for Exiting to Excellence - Jerome Myers
    2024/10/06
    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
    続きを読む 一部表示
    34 分
  • Life After the Exit: Michael Silva on Navigating Identity, Loss, and Rediscovering Purpose After Selling His Business
    2024/09/29
    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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    46 分