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Random Acts of Marketing E96

March 17, 2022 by Karen

Random-Acts-of-Marketing

Random Acts of Marketing E96

In this Tycoons episode, Austin and Gary interview Jennifer Zick, Founder and CEO of Authentic Brand.

Authentic Brand is a community of Fractional CMOs who help growing businesses Overcome Random Acts of Marketing™ and confidently take the next right step to build revenue.

Jennifer goes into detail about what makes them unique by focusing on team to client engagement adhering to the 3 M’s: Marketers, Methodology and Mindshare.

Tune into this episode to hear Jennifer explain her catch phrase “random acts of marketing,” and what that looks like amongst different companies.

You’ll want to turn up the volume when she dives into 3 important areas of Marketing:

1.) Customer Lifetime Value
2.) CAC-Customer Acquisition Cost
3.) Time To Convert

Authentic-Brand-Logo-Horizontal

Authentic Brand is a community of Fractional CMOs who help growing businesses Overcome Random Acts of Marketing™ and confidently take the next right step to build revenue.

Jennifer-Zick-Tycoons-of-Small-BizJennifer Zick is the Founder and CEO of Authentic Brand – a Minneapolis based Fractional CMO firm with clients across the US and around the globe. As a pioneer in the Fractional marketing space, Jennifer is passionate about helping growing companies Overcome Random Acts of Marketing™ and achieve next-level growth and revenue results.

For over 20 years, Jennifer has proven her growth mindset and marketing savvy through leadership roles at fast-growing local startups, global enterprises, and now – as an entrepreneur of a fast-growing business.

Jennifer and her husband live in Chaska with their three teen and tween children. The Zick family enjoys hockey, lake cabin weekends, and long walks and snuggles with Gus, the family’s beloved Golden Retriever.

Connect with Jennifer on LinkedIn.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioX

Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.backbone-New-Logo

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

LandonHeadshot01

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

Gary-Braun-Breakthrough-the-Growth-Plateau-E52Gary Braun is a Founder and co-owner of Pivotal Advisors. In his role at Pivotal, Gary is primarily responsible for business development but, he’ll gladly take on few clients in a consulting role. Gary speaks with and partners with other firms that help drive top-line growth.

Gary, helps organizations define where growth is coming from, helps them hire and/or develop the sales team, identify ideal clients and markets, and leverage true differentiators (even in commodity markets). He also implements sales processes, targets specific KPIs, increases activity, creates and applies sales compensation plans, and develops sales leadership skills. Pivotal-Advisors-Logo1

Pivotal Advisors LLC is dedicated to creating a community of people who strive for excellence in sales and leadership. A Sales Operating System is the model for how to achieve excellence. Leadership is the First Factor of success in any sales organization. Therefore, building and developing leaders responsible for generating revenue is critical for growth.

Follow Pivotal Advisors on LinkedIn, Facebook and Twitter.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-4481148-030722

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Alex Murray with Seres Therapeutics

March 17, 2022 by Karen

Alex-Murray-with-Seres-Therapeutics

Alex Murray with Seres Therapeutics

GoodNature-a-Seres-Theraputics-Program-logo

GoodNature, a stool donation program from Seres Therapeutics, collects poop from healthy people and then studies the poop in hopes of advancing medical treatment options or potentially providing commercial therapies for gastrointestinal infections and disorders.

Seres Therapeutics’ mission is to transform the lives of patients worldwide with revolutionary microbiome therapeutics. As a late-clinical stage biotechnology company with a strong development pipeline and rigorous scientific underpinning, Seres is working to revolutionize treatment of a wide range of diseases by modulating the function of the human microbiome.

Seres has an exceptional team of drug development and microbiome experts. The leadership team, board of directors, and Scientific Advisory Board have vast experience in the discovery, development, regulatory approval, and successful commercialization of a wide range of therapeutic products.

Seres’ visionary team has been at the forefront of microbiome therapeutics for over a decade.For more information, please visit www.serestherapeutics.com. Seres Therapeutics ((Nasdaq: MCRB)

Alex-Murray-Phoenix-Business-RadioXAlex Murray is the Vice President, Manufacturing and Supply Chain Operations at Seres Therapeutics. He’s an experienced leader with a demonstrated history of working in the pharmaceuticals industry and is skilled in delivering results through continuous improvement, technical transfers, and new facility start-ups.

Alex has more than twenty years of experience in the pharmaceutical industry and worked at GSK and Merck prior to joining Seres. He holds a BS in biomedical engineering with a chemical engineering concentration from Johns Hopkins University.

Follow GoodNature on LinkedIn, Facebook, Twitter and Instagram.

Is Work-Life Balance Something We Should Strive For? E3

March 15, 2022 by Karen

Is-Work-Life-Balance-Something-We-Should-Strive-For-E3

Is Work-Life Balance Something We Should Strive For? E3

On this episode of The Messy Middle Jen Burwell is joined by guests Jessica Fritz, Owner & Architect of J.Cor Architecture and Stephanie Greenfield, Team Lead and Associate Broker at Berkshire Hathaway. We learn how both Jessica and Stephanie transitioned from burnout to purpose-driven work.

Jessica describes her early passion for architecture, design, art, and history that laid the foundation for her thriving architecture business today and when she knew it was time to go out on her own. Stephanie shares her story and the road that led her to real estate. She shares how her passion to help people access homeownership along with some good old competition has kept her motivated each day. We also explore the question, “Is work-life balance really a goal we should strive for?” Tune in to hear their thoughts!

If you are an aspiring entrepreneur, entrepreneur or business owner this is a great episode to listen to! We explore the differences between work-life balance vs. life integration. *Spoiler alert* we don’t believe work-life balance can ever really be achieved.

If you are searching for how to balance all of the pieces and parts of your life and how to build rest into your company culture, Stephanie and Jessica offer some great perspectives.

JCOR-LogoRGB

J.Cor Architecture is a full service architectural firm specializing in all sectors of Residential Design. They are a local Phoenix company and take on both large custom homes as well as smaller remodels all over the valley. J.Cor is also licensed to work in California and has reciprocity to practice in all 50 states. They currently work with large home builders on new communities in Southern California and Northern Utah.

J.Cor prides themselves in their ability to consciously manage your project. They are typically the first call in the construction process and will guide you through the process from design to engineering and final permits, they will also stick with you through construction to help finalize your vision!

Jessica-Fritz-The-Messy-MiddleOriginally from Berkshire County Massachusetts, Jessica Fritz headed east to Boston where she completed her Master’s in Architecture from Wentworth Institute of Technology. Upon graduating she had an intense desire to head out west and found herself immersed in the Home Building Industry of Southern California.

During this time she received her Architect’s license in California as well as receiving reciprocity to practice in all 50 states. After 7 years in California, she decided to settle down at her small ranch in Northern Phoenix where she founded J.Cor Architecture.

Jessica’s passion is deep routed in residential design and she loves the process of design through every architectural phase. From the very first meeting with the client, getting to know their personality and their home site she begins to see the vision taking shape through simple words and emotions.

Connect with Jessica on LinkedIn and Instagram.

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The Bray Team is a family team of Realtors at Berkshire Hathaway HomeServices with a combined 60+ years of experience in real estate. The team has been one of the top teams in Berkshire Hathaway four years in a row. They are passionate about providing the highest level of customer service possible for their clients, family, and friends.

The Bray Team’s goals are to create lasting relationships and to continue helping families achieve their real estate dreams.

Stephanie-Greenfield-The-Messy-MiddleStephanie Greenfield is a graduate of Arizona State University, where she attained her Bachelor of Science in Management and Bachelor of Science in Marketing and graduated summa cum laude from Barrett, the Honors College.

She was named one of the Scottsdale Area Association of Realtors “40 Under 40” three years in a row for 2017, 2018, and 2019 all before the age of 30. This award recognizes outstanding Realtors under 40 years of age who demonstrate business success, professional leadership, and community and industry involvement.

She is an active member of her community where she is the co-chair for the Scottsdale Area Association of Realtors Government Affairs Committee and has served as a member of the Tempe City Council Neighborhood Advisory Commission.

When she’s not helping friends buy or sell homes, she can be found hiking or Jeeping Arizona’s trails with her husband Kiel and two Australian Shepherds, Foster and Opie.

Connect with Stephanie on LinkedIn, Facebook and Instagram.

About The Messy Middle Podcast & Radio Show

The-Messy-Middle-logo“Beginnings are usually scary, and endings are usually sad but it’s the middle that counts the most.”- Hope Floats

We often talk about the beginnings and endings of things. We celebrate our firsts and mourn our lasts. We often ignore the in between, or what we like to call the messy middle. In this nebulous space, often there are no awards or recognition.

It is frequently characterized by the long days, hard work, uncertainty, self-doubt, small wins, setbacks, persistence, and sheer determination to simply keep moving forward. And, yet, it is also where the magic happens. The middle part of our journey is what shapes us, prepares us and fills our lives with meaning.

Welcome to the Messy Middle Podcast & Radio show! Each month we invite guests to share their own version of the Messy Middle and the lessons they’ve learned along the way.

Whether you’re in the messiness of growing a business, healing from trauma, or navigating the wild world of parenting; this show is for you! We’re so excited to celebrate the messiness of life and business with you!

About Mother & Founder Co

Mother & Founder Co was created to help people who are experiencing change and are looking for growth, healing & transformation. The only thing that is constant is change…and change is really difficult for most people. When remaining where you are is more painful than the unknown, change happens.

*And*Mother-and-Founder-logo

Mother & Founder is there to help you create, maintain, and navigate the changes you wish to make.

In addition to the amazing community of women, we provide trauma healing sessions, clarity courses designed to re-imagine what’s possible, individual coaching and small business strategy masterminds.

About Jen Burwell

Jennifer-Burwell-Messy-MiddleJen is the Founder of Mother & Founder Co. and Co-Founder of Jens LIGHT Events.

She is a recognized public speaker and enjoys working with audiences of all sizes. She is a fierce advocate of self-development and believes a kinder world begins from within.

Her goal is to help as many leaders heal themselves as possible. A healed world is a better world for all of us. In 2020, she received the prestigious honor of Business Woman of the Year by the Tempe Chamber of Commerce.

She loves being right in the messy middle of growing business(es), mothering 3 young kiddos (2 on the Autism Spectrum) and navigating a healthy and happy marriage amid it all.

In her spare time, she enjoys morning solo runs accompanied by her AirPods and her latest Audible book. Her other joys include spa days, being near the ocean, travel and learning something new.

Follow Mother & Founder Co on Facebook and Instagram.

Before and After E11

March 10, 2022 by Karen

Before-and-After-E11

Before and After E11

On this episode of Mind Well, host Michelle Jones interviews her partner Julie Gustafson. We talk about generational trauma and the fundamental importance of healing your inner child.

Listeners who have experienced generational trauma will want to tune in to this episode.

At one point, we were adapting our lives to unprocessed trauma. Most of us didn’t understand our responses or why we couldn’t move forward in the way we wanted to. We were introduced to this holistic approach for mindfully connecting to trauma response and releasing intensity while creating wholeness within.

It isn’t an exaggeration to say that this process fundamentally changed our lives. We are now able to be mindfully present with our bodies, find self compassion and acceptance and release the intense physical response connected to unprocessed trauma.

We started this company as a way to bring this healing method to those who desire to include it on path to healing. We created a framework with the tools, strategies and principles needed to safely guide clients on their healing journey. We offer support and individual sessions for clients. In addition, we offer training to coaches and other practitioners who have a desire to be part of this holistic approach to healing.

Julie-Gustafson-Phoenix-Business-RadioXAs a Certified Trauma Integration Practitioner, Julie Gustafson mindfully guides people through trauma. She is passionate about helping people identify and resolve issues, past and present, that create anxiety, depression, and unhappiness in their lives.

Julie helps people develop self awareness through a variety of strategies. This includes anger and grief awareness, mentoring, creative visual imagery, meditation, and relaxation exercises.

Julie’s goal is to provide a safe place to talk and inspire balanced thinking, so you can make clear decisions.

About Mind Well

Mind Well radio show and podcast is all about connecting with wellness professionals and individuals with unique perspectives about developing wholeness and well being.Mind-Well-Square-logo

We recognize that every individual has the ability to connect to wholeness.

About Our Host

Michelle-Jones-Mind-Well1Michelle Jones is the President and Co-Founder of Trauma Integration, LLC.

Michelle is an educator and Certified Trauma Integration Practitioner. She loves truly connecting with people.

Michelle firmly believes in the inherent resiliency within each of us and loves uncovering the light and strength in the people she meets.

About Our Sponsor

Mind Well is sponsored by Trauma Integration LLC. Trauma Integration is an educational company that is passionate about helping people understand their own response to trauma.

We provide resources to individuals and train practitioners to guide clients to mindfully integrate their trauma response and find wholeness within. You can find us at www.integratetrauma.com.

Follow Trauma Integration on Facebook and Instagram.

trauma-integration-logo

Exploring Water in Arizona E21

March 9, 2022 by Karen

Exploring-Water-in-Arizona-E21

Exploring Water in Arizona E21

Achievers Legacy supports the needs of demanding lifestyles with sustainable solutions for health, and sustainable home care. Their primary focus is on air and water purification solutions.

We come in contact with contaminants through air and water daily. This can impact our overall health, leading to various chronic health conditions including, but not limited to, allergies, sinus problems, and other things. Achievers-LEgacy-Logo-white

Many people today are hesitant to go into workplaces or businesses (restaurants, clinics, etc.) because of safety.

It is Achievers Legacy’s passion to help individuals and business owners find affordable, long-lasting solutions that make workspaces and homes/home offices safe for themselves, their clients and their employees.

Achievers Legacy has taken the Pledge for Sustainability Community.

Jayashri-Sarkar-STEM-UnpluggedJayashri Sarkar (Jay) has a PhD in Chemical Engineering from the University of Rhode Island.

Her expertise is in the nanotechnology industry.

She has worked in the automotive industry developing patents for catalytic converters.

Somen-Saha-STEM-UnpluggedSomen Saha has earned a PhD degree in Chemical Engineering from the University of Wisconsin Madison.

He works in the management consulting industry supporting causes that make a difference.

Their vision is embodying and fostering human excellence. Air & Water constitute a major part of our health and wellbeing.

Considering the pandemic we have faced, investing in a quality air and water purification system has become a necessity.

They are here to help individuals and businesses thrive in safe environments by providing sustainable, affordable, cutting edge air and water purification systems.

Connect with Jay on LinkedIn and follow Achievers Legacy on Instagram.

CALSYuma-Center-of-ExcellencePRIMARYlogo

The Yuma Center of Excellence for Desert Agriculture (YCEDA) is an innovative public-private partnership that connects top scientists to the desert agricultural industry. They put science to work developing solutions to the challenges of arid-land crop production.

Their work focuses on high-priority issues identified by industry stakeholders, including but not limited to increasing production efficiencies through disease and water management, crop yield maximization, food safety, and technology utilization.

Paul-Brierley-STEM-UnpluggedPaul Brierley has devoted his life to enhancing rural communities. He was raised on a family farm in central California. After earning an Electrical Engineering and Computer Science degree he conducted broadband telecommunications research in the San Francisco Bay area before returning to his agricultural roots.

Paul operated Brierley Custom Hay in southeast Arizona, where he was an active leader in the Arizona Farm Bureau before joining the staff as Director of Organization.

With a background in agriculture, research, leadership and politics, Paul was chosen to serve as the inaugural Executive Director of the University of Arizona’s Yuma Center of Excellence for Desert Agriculture, which he has built into a highly effective research organization focused on usable results.

Connect with Paul on LinkedIn, Facebook, Twitter and Instagram.

About Our Sponsor

SciTech Institute™ was established as the Arizona Technology Council Foundation as the conduit for collaboration among STEM industry, academia, civic, and non-profit organizations in Arizona. Now, rebranded and named the SciTech Institute™ the goal centers around aligning assets and resources to motivate individuals to pursue STEM-related educational and career paths or find a passion while engaged in community events during the SciTech Festival. SciTech-Institute-LOGO-COLOR-png

The Chief Science Officer program highlights the 6th-12th graders that have been selected as leaders in their schools and communities to receive training to build a world-class community of diverse STEM-literate workers and knowledgeable, engaged citizens. Science For All allows for tax credit donations to provide engaging experiences for students while RAIN (Rural Activation Innovation Network) focuses on resources for the rural areas of Arizona.

As a STEM Learning Ecosystem, SciTech Institute™ focuses on collaboration and connecting individuals with opportunities! STEM Professionals are encouraged to engage with the future workforce by serving as a mentor, leadership coach, panelist, keynote and session trainer during a variety of conferences hosted or sponsored by SciTech Institute™ and The Arizona Technology Council.

Teachers and Administrators are invited to connect with the resources available while activating a large network of STEM champions for student projects, judges at events, volunteers, exhibitors and more. SciTech Festival Event Coordinators are supported during the planning and execution of community STEM events around the state by the SciTech STREET Team Members and the growing network of volunteers. The possibilities are endless! SciTech Institute™ looks forward to connecting with you today. Visit SciTechInstitute.org today for more information.

Follow SciTech Institute on LinkedIn, Facebook, Twitter and Instagram.

About Your STEM Unplugged Hosts

After grow up in rural New York and joining the United States Army, Kelly Greene learned quickly to adapt to her surroundings to be successful. She attended Wittenberg University in Springfield, Ohio to earn her Bachelor’s Degree in Elementary Education.

She also enlisted in the United States Army and after graduating from training, Kelly traveled the world with the military. While stationed in Misawa, Japan, she fell in love with learning about cultures around the world. Even as a deployed Soldier during Operation Iraqi Freedom for two tours, she found opportunities to connect with the local children to form the Victory Base Council Girl Scouts with her fellow servicemen.

In 2013, she was deployed to Afghanistan in support of Operation Enduring Freedom and traveled the country by air. During this deployment, she had the opportunity to utilize the most advanced technologies available to the tactical HUMINT operations in theater. Upon return from combat, she retired with 21 years of service and began teaching. From 6th grade Math to 7th grade STEM, Kelly used her enthusiastic nature combined with her strong classroom management to design curriculum based on the Engineering Design Process!

Now, as the Chief Operating Officer at SciTech Institute, Kelly is excited to serve the communities in Arizona and beyond to share their interest in STEM!

Claire-ConwayClaire Conway is the STEM Ecosystem Programs Manager at SciTech Institute.

Connect with Claire on LinkedIn.

The Business Maverick E95

March 9, 2022 by Karen

The-Business-Maverick-E95The-Business-Maverick-E95

The Business Maverick E95

The Tycoons welcomed Mike Bradley and he shared some insightful advice to business owners. One of his biggest takeaways is recognizing your strengths and weaknesses and understanding that it’s okay to hire people that are better than you.

It’s okay to give up some control and rather than give a little focus on a lot of things, to focus on one thing per day. In the long run, you’ll be more successful in everything. Mike is a strong supporter of open communication with his teams and making sure the team interacts face-to-face to improve quality and efficiency.

Mike shared his view of what is driving some of the supply chain issues the national is currently experiencing. He talks about who is business supports and what he believes makes it successful. This conversation could’ve continued past the hour, but we just ran out of time. Tune in to hear more about how Mike goes against the grain and follows what he believes is right.

ECDSystems-Logo

ECD Systems is a Connected Building Technologies company based in Tempe, Arizona. ECD designs and implements complex security, life safety and critical communication technologies creating safer building environments and future proofing critical infrastructure and processes. Markets served include Acute Healthcare, Education, Industrial, Corporate, Multi-family Housing and Government.

The ECD family is comprised of 115 team members and powers two additional technology businesses. iDesign Home Solutions provides integrated home automation and related technologies for Home Builders like Toll Brothers and David Weekley. Elite Force IT is an IT Managed Services business providing outsourced IT and Desktop services to small and medium sized business, back-stopping over- tasked IT professionals.

Mike-Bradley-Tycoons-of-Small-BizMike Bradley is an Arizona native. He holds a Bachelor of Music degree from Arizona State University.

With 40 years experience in Critical Building Technologies, Mike has applied his experience to grow three companies in Arizona. He is the majority owner and CEO of ECD Systems in Tempe Arizona.

Mike serves on several non-profit boards and is a frequent speaker at national industry events. In his spare time, Mike enjoys, hunting, fishing, gun collecting, off road adventures, cars and seven grandchildren.

Follow ECD Systems on LinkedIn and Facebook.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioX

Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.backbone-New-Logo

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

LandonHeadshot01

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-4423094-030122 

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

E98 Getting (Sh)It Done with Bruno Morgante

March 9, 2022 by Karen

E98-Getting-ShIt-Done-with-Bruno-Morgante

E98 Getting (Sh)It Done with Bruno Morgante

In this episode of Project Management Office Hours, Bruno Morgante and PMO Joe discussed Bruno’s career in the PMO space, PM Training, and the powerful impact of Mentoring.

Bruno’s unique story and path to PMO leadership started not within the Project Management field rather promoting concerts back in his home country of Italy. Those early career experiences were setting the stage for a distinguished Project Management career as he learned the importance of Stakeholder Management, Negotiation, Influence, Budgeting, Planning, and Teamwork.

Bruno shared that he enjoys solving problems, inspiring others, and accomplishing his goals. He is an outcomes driven leader who solves problems and delivers results. Bruno is also deeply invested in mentoring. As a Mentor, he helps young individuals and people in need by providing ‘pro bono’ guidance, support and advice about Leadership, Personal Development, Career Development, PMO, Portfolio, Program and Project Management.

The mutual growth Bruno and the mentees have is a truly enriching experience. It’s a conversation where you get with somebody that has been where you are going. It’s an opportunity for you to be able to listen to what they have done in their career. “That was when I decided that I absolutely wanted to give back to society. So, I decided to carve out a lot of my free time to support people. Then, I started doing much more mentoring, Pro-Bono mentoring online on different platforms, of course, like the mentoring club being the biggest one, which is a nonprofit organization based here in Berlin.” -Bruno

As a #IamRemarkable Certified Facilitator, Bruno is part of a global community of people who are passionate about helping women and underrepresented groups promote themselves in the workplace and beyond.

Connect with Bruno:

LinkedIn https://www.linkedin.com/in/brunomorgante/

To catch up on previous episodes or see the guest list for upcoming shows visit the Project Management Office Hours website – https://www.thepmosquad.com/podcast

Thank you to THE PMO SQUAD and The PMO Leader for sponsoring this show.

The PMO Squad is a leading provider of PMO and Project Management services in the US. They assist clients building and improving PMOs, provide Project Management Consulting services, deliver custom Project Management Training and provide Project Management staffing services.

Learn more about The PMO Squad – www.thepmosquad.com

Where do PMO Leaders go for Information, Learning, Networking and Services? The PMO Leader community has “Everything You Need to Become a Great PMO Leader”. One PMO World, One Community!

Learn more about The PMO Leader – www.thepmoleader.com

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The Adecco Group is the world’s leading talent advisory and solutions company. They are driven by a powerful purpose – making the future work for everyone. Their services help people fulfil – and exceed – their potential, building employability and connecting people with opportunities. Their solutions enable their clients to optimise their talent needs and organisational models to achieve their goals. While their advocacy and firm commitment to operating responsibly aims to build a better world of work for all.

Every year, their 30,000+ colleagues worldwide enable millions of people to succeed in the world of work, and support more than 100,000 organisations with their human capital needs. The Adecco Group upskill and reskill more than half a million people annually, enhancing employability and accelerating careers. They build and incubate capabilities in areas where persistent skills shortages exist and connect that talent to organisations to power their success.

As a leader in the world of work, they have taken a leadership role in advancing the HR sector. From ensuring responsible and ethical business practices, to advocating for a new social contract that protects all workers, and all forms of work – permanent, temporary or freelance. These are just a few of the ways The Adecco Group is proud to be leading the industry forward.

Across the world, The Adecco Group help businesses optimise their talent and transform their workforces, and build the employability of people. This is making the future work.

Bruno-Morgante-Project-Management-Office-HoursYou can find Bruno Morgante somewhere in between solving problems, inspiring others, working on himself, dodging negativity and crushing his goals. In everything he does, he believes in challenging the status quo, to improve processes, get better results and set things in order.

He listens carefully, he works with people, he communicates clearly and he believes in the power of positive attitude. He solves problems and deliver results. He leads an amazing team of Project Managers, Portfolio Managers and PMO Specialists focused on delivering projects on target, on time and on costs.

He has over 16 years of experience in large multinational conglomerates, consistently delivering business results, improving processes, building and leading successful teams and managing multiple projects simultaneously.

He is an entrepreneur in his core and the years spent organizing live concerts while in parallel graduating in Engineering, are a vivid picture in his mind and an unforgettable experience that marked Bruno forever. Bruno believes that if you are doing well enough, it is your responsibility to help others.

As a Mentor, he helps young brilliant individuals and people in need, by providing pro bono guidance, support and advices about Leadership, Personal Development, Career Development, PMO, Portfolio, Program and Project Management. The mutual growth Bruno and the mentees have, is a truly enriching experience.

As a #IamRemarkable Certified Facilitator, Bruno is part of a global community of people who are passionate about helping women and underrepresented groups promote themselves in the workplace and beyond.

ABOUT PROJECT MANAGEMENT OFFICE HOURS SERIES

Project Management Office Hours is intended to provide Project Management professionals a place to drop in and discuss Success Stories, Best Practices, and Lessons Learned.  Project Management Consultant Joy Gumz has shared with us, “Operations keep the lights on, strategy provides the light at the end of the tunnel, but project management is the train engine that moves the organization forward.”

Each of us has a unique story to tell, but collectively we share a message that organizations who embrace Project Management Best Practices perform better than those which don’t.  Organizations which align Projects to Strategy perform better.  Organizations with Engage Executive Sponsors deliver better results.  Organizations which measure Project Management performance outperform those which don’t.

During our Project Management Office Hours, we hear directly from Industry leaders how to make an impact in our profession. How we, collectively, will Advance Project Management Best Practices, One Listener at a time! 

ABOUT YOUR HOST

Joe Pusz started THE PMO SQUAD to bring real world PMO Leadership experience to the consulting space and to advocate for Project Management through his blog PMOJOE.com. The old saying is “Do what you love and you’ll never work a day in your life.” Following this mindset Joe left Corporate America in 2013 to start THE PMO SQUAD and work with fellow Natural Born Project Managers to advance Project Management Best Practices.

ABOUT OUR SPONSOR

THE PMO SQUAD focuses exclusively on PMO and Project Management consulting. Corporate America is full of Accidental Project Managers running projects who haven’t been trained to be PMs. To help solve this problem THE PMO SQUAD is on the Leading Edge with PMO As a Service. PMO As a Service allows our clients to focus on their respective core competencies while THE PMO SQUAD delivers Project Management expertise. Contact Joe at 678-591-7868. Follow The PMO Squad on LinkedIn, Twitter and Facebook.

Where do PMO Leaders go for Information, Learning, Networking and Services? The PMO Leader community has “Everything You Need to Become a Great PMO Leader”. One PMO World, One Community! Learn more about The PMO Leader – www.thepmoleader.com

Heather Locke with Hammersmith Support E29

March 7, 2022 by Karen

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Heather Locke with Hammersmith Support E29

Hammersmith Support was founded in 2010 by Heather Locke. Hammersmith Support, a full-service web development company focused on helping clients of all sizes move through every phase of the process: site building, hosting, and maintenance. But most importantly, Hammersmith Support is built on a foundation of close relationships with clients.

Hammersmith Support seeks to know who you are, the challenges your company faces, and then use that knowledge to build a fresh, engaging, up-to-date website that reflects your organization’s core values and personality.

Heather-Locke-Phoenix-Business-RadioXAfter graduating from the University of Tennessee, Heather Locke began her career as a web developer and quickly moved into a role of managing a team of programmers, designers, animators, and digital video producers for a wide variety of multimedia interactive corporate applications including marketing, communications and e-learning. From there, she worked as a project manager for Fortune 1000 companies, including Subway, Disney, HBO, and Target.

This expertise led her to found Hammersmith Support, a full-service web development company focused on helping clients of all sizes move through every phase of the process: site building, hosting, and maintenance. But most importantly, Hammersmith Support is built on a foundation of close relationships with clients. Heather seeks to know who you are, the challenges your company faces, and then use that knowledge to build a fresh, engaging, up-to-date website that reflects your organization’s core values and personality.

Heather’s design background, combined with her practical coding and server maintenance expertise, ensures clients receive the perfect combination of form and function: a contemporary, up-to-date look and user experience that is properly managed to ensure the site works smoothly and consistently.

Connect with Heather on LinkedIn and follow Hammersmith Support on Facebook and Instagram.

About Arizona Good Business

What is good business? What are local businesses doing to build a better Arizona?

Join Arizona Good Business to hear from local companies who are:

  • Centering purpose at the forefront of business
  • Creating social well-being for the community
  • Prioritizing sustainability and positive environmental practices
  • Growing strong company cultures through building authentic teams
  • Ensuring diversity, equity, and inclusion are involved in all business decisions

Arizona Good Business features local business leaders that are redefining what it means to do good business.

About Your Host

Thomas-BarrThomas Barr is the Executive Director for Local First Arizona, the largest coalition of local businesses in North America. He advocates for a strong local business community that contributes to building vibrancy, equity, and prosperity across the state. A proud Arizona native and graduate of Arizona State University, Thomas leads the business coalition of Local First Arizona by advocating for the economic and cultural benefits provided by building strong local economies.

Thomas steers the strategic direction of LFA’s major programs and initiatives as well as the engagement of over 3000 businesses across Arizona. As Executive Director, Thomas guides a team of statewide senior directors overseeing the execution of LFA’s communication strategy, major initiatives and key partnerships, as well as the collaboration of over 30 staff implementing work in entrepreneurship programs, small business advocacy, local food initiatives, sustainability, urban development and community building. He frequently speaks to groups locally and nationally, presenting the impact of Local First Arizona and the importance of local economy work in building prosperity.

Outside of Local First Arizona, Thomas has participated in volunteering his time to many causes and organizations throughout the Valley including Young Nonprofit Professionals – Phoenix, Equality Arizona, Alliance of Arizona Nonprofits, Arizona Commission on the Arts, Heritage Square Foundation and Phoenix Legal Action Network. Additionally, Thomas is a 2018 Phoenix Magazine 40 Under 40 honoree, alumni of Arizona Leading for Change, and current participant in Valley Leadership Institute’s 40th cohort.

Connect with Thomas on LinkedIn and Twitter.

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Hylke Faber with Growth Leaders Network and George Basile with School of Sustainability, ASU

March 7, 2022 by Karen

Hylke-Faber-with-Growth-Leaders-Network-and-George-Basile-with-School-of-Sustainability-ASU

Hylke Faber with Growth Leaders Network and George Basile with School of Sustainability, ASU

Growth Leaders Network (GLN) is a boutique culture and team coaching company which helps leaders realize their potential.

Hylke-Faber-Phoenix-Business-RadioXHylke Faber’s mission is to realize his essence and help others do the same. He has been serving as a consultant, coach and facilitator for the last 25 years, working with large and small organizations across the globe.

He is CEO of Growth Leaders Network and Constancee, the leadership and culture development consultancies and has taught the Leader as Coach programs at Columbia Business School.

He also is the author of the award-winning book Taming Your Crocodiles: Unlearn Fear and Become a True Leader and the sequel Taming Your Crocodiles Practices: Daily Practices for Leadership Depth.

He received his Master of International Relations degree from the Johns Hopkins University and is originally from the Netherlands.

He now lives in Phoenix, Arizona and loves his work and the outdoors, reading, meditation, yoga, cooking and making music.

Connect with Hylke on LinkedIn.

ASU-Logo-01

Arizona State University’s School of Sustainability is the first and largest comprehensive degree-granting program of its kind in the United States, with a focus on finding real-world solutions to environmental, economic, and social challenges.

Established in 2006, the School is part of the College of Global Futures. The School of Sustainability offers educational programs from undergraduate to PhDs and sustainability leadership for mid-career professionals to executives.

The School is addressing the most critical challenges of our time, and the demand for graduates is exploding. The School’s emphasizes experiential learning, use-inspired research with faculty, corporate leadership, and community service.

The knowledge and solutions that are created today will shape our quality of life as well as future generations–we have an opportunity and an obligation to deliver pathways to sustainable global futures for all.

George-Basile-Phoenix-Business-RadioXGeorge Basile is an internationally recognized leader and creative thinker in strategic planning for sustainability leadership and sustainable enterprise. He has led pioneering sustainability efforts in four sectors: for and non-profit enterprises, academia and communities.

His work reframes sustainability as a “decision challenge,” focusing on how to plan and act strategically for sustainability opportunities by developing novel insights, methods and tools for effective and sustainable practices. He holds a B.S. in Physics from the University of California Irvine and a Ph.D. in Biophysics from UC Berkeley.

Dr. Basile is a Professor of Sustainability and Enterprise in the School of Sustainability at Arizona State University (ASU) and a Senior Global Futures Scientist in ASU’s Wrigley Global Futures Laboratory. He also serves as Associate Director of The Global KAITEKI Center (TGKC). Working with global industry partners, TGKC (https://sustainability.asu.edu/kaiteki/) focuses on transitioning from fossil-carbon based materials to a Sustainable Circular Economy (SCE).

Basile additionally works with Fortune 500 companies as well as small, medium and start-up enterprises that are pushing the boundaries on sustainable enterprise business-model innovation. Dr. Basile also served as Executive Director of the ASU Decision Theater, a unique systems exploration, research and application center and as a founding faculty affiliate and advisor to The Sustainability Consortium.

Dr. Basile engages extensively with business, government, academia and communities and has co-developed educational programs in sustainability, business and leadership in both the US and EU, including the Masters in Sustainability Leadership at ASU. He served as the Swedish Knowledge Foundation International Guest Professor in leadership toward sustainable innovation.

Prior to joining ASU, Dr. Basile served as Executive Vice-President and Chief Scientist for the strategic think-tank the Natural Step International, which was awarded the Blue Planet Prize and Gorbachev’s Green Cross Award for Global Leadership. Dr. Basile led efforts on sustainability and business strategy at Fortune 100 businesses and start-ups, including the Home Depot, McDonalds, Nike and others.

He co-founded a cleantech & greentech communication strategy group at Bite International and has served on the board of the National Environmental Education Foundation (NEEF). He currently serves on various boards and the editorial board of Sustainability, the Journal of Record.

Dr. Basile presents and publishes widely, including three-volume The Business of Sustainability (Praeger Press, 2011).

Connect with Dr. Basile on LinkedIn and Twitter.

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