From Startup to Success: How to Fund Your Business the Right Way
Securing the right funding is one of the biggest challenges for entrepreneurs. Whether you’re starting a new business, expanding an existing one, or looking for financial flexibility, understanding the different types of business loans and how to qualify for them is crucial. In a recent episode of the Workergenix Mastermind podcast, Reggie Richardson from Preferred Funding Group shared his expertise on business financing, providing actionable insights to help entrepreneurs make smart financial decisions.
Why Proper Funding Matters
Many business owners make the mistake of chasing capital before they have a solid business plan. Reggie emphasizes that money should be the last thing you seek—your first priority should be understanding exactly what you need and why. Without a clear plan, businesses risk taking on debt they can’t manage, leading to financial struggles down the road.
The Most Common Business Loan Options
When it comes to funding your business, there are various types of loans and financing options available, each with its own advantages and requirements. Here’s a breakdown of the most common ones:
1. Term Loans
Fixed amount of money borrowed and repaid over a set period (5-7 years is typical for unsecured term loans).
Used for business expansion, working capital, or major purchases.
Reggie offers unsecured term loans of up to $300,000 for business owners with a 680+ credit score and an annual income of $50,000+.
2. Business Lines of Credit
Flexible revolving credit, similar to a credit card.
Typically ranges from $250,000 to $1 million.
Interest rates vary from 10% to 99%, depending on the lender.
Great for covering unexpected expenses or managing cash flow fluctuations.
3. SBA Loans (Small Business Administration Loans)
Government-backed loans with lower interest rates.
7(a) loans: Ideal for acquiring businesses or expanding operations.
504 loans: Used for equipment purchases, real estate, or upgrading facilities.
Longer approval process (30 to 120 days) but often worth the wait for lower costs.
4. Equipment Financing
Used to purchase heavy machinery, vehicles, or other high-cost business equipment.
Often requires collateral (e.g., equipment itself).
Some lenders require at least $1 million in assets to qualify.
5. Invoice Financing
Allows businesses to borrow against unpaid invoices.
Helps maintain cash flow while waiting for clients to pay outstanding invoices.
6. Business and Personal Credit Cards
700+ credit score required to qualify for Reggie’s business credit card program.
Interest-free for the first 6-12 months.
Useful for covering smaller business expenses or emergencies.
Can help build business credit when used wisely.
How to Qualify for the Best Business Loan
Every loan type has different requirements, but here are the most important factors lenders consider:
Credit Score: Higher scores (680+ for term loans, 700+ for credit cards) qualify for better interest rates and higher amounts.
Debt-to-Income Ratio: Lower ratios improve your chances of approval.
Business Plan: Knowing exactly how you’ll use the funds increases lender confidence.
Income Level: A steady and sufficient income ($50,000+) shows financial stability.
Collateral (for some loans): Certain loans, like SBA and equipment financing, require collateral.
Common Funding Mistakes Business Owners Make
Many entrepreneurs rush into loans without considering the long-term impact. Reggie warns against over-leveraging—borrowing too much and struggling with repayments. Instead, he recommends:
Carefully assessing how much funding you actually need.
Understanding all loan terms before signing.
Using loans strategically for growth, not just survival.
Keeping business and personal finances separate to protect personal assets.
Fast and Flexible Funding Solutions
One of the key benefits of working with Preferred Funding Group is the speed and flexibility of their financing solutions. Reggie’s unsecured term loans typically take 7-12 business days for approval, while credit cards take 3-4 weeks due to mailing delays. Unlike traditional lenders, his funding options come with:
No prepayment penalties.
No restrictions on how you use the money.
No upfront costs—any fees are built into the loan amount.
Who Can Benefit Most from Business Loans?
Reggie works with a wide range of business owners, but some of the key industries that benefit most include:
Startups that need capital to get off the ground.
Small businesses looking to scale or cover operational costs.
Fix-and-flip real estate investors who need quick access to capital.
Marginalized business owners who struggle to secure funding through traditional banks.
Final Thoughts: Plan First, Borrow Smart
The key takeaway from this conversation with Reggie Richardson is that securing funding isn’t just about getting money—it’s about using it wisely. Business owners should take the time to evaluate their needs, research different loan options, and seek funding that aligns with their long-term goals. With the right strategy, funding can be a powerful tool for growth and financial success.
Need funding for your business? Reach out to Reggie at preferredfundinggroup.com or email him at . You can also call him directly at 847-363-7199.
Mastering Your Calendar: The Key to Productivity, Business Growth, and Work-Life Balance
In the fast-paced world of entrepreneurship and sales, time management isn’t just a skill—it’s the foundation for success. If your calendar isn’t aligned with your goals, chances are your productivity and profitability are suffering. In this episode of the Workergenix Mastermind Podcast, Harley Green sits down with Scott Groves, a top mortgage loan officer, coach, and entrepreneur, to uncover the secrets behind effective calendar management, lead generation, and building a sustainable business.
Your Calendar Reflects Your Priorities
Scott Groves emphasizes a powerful truth: your calendar is a reflection of your values. If something isn’t scheduled, it’s unlikely to happen. Whether it’s lead generation, business meetings, or personal commitments, what’s on your calendar dictates your outcomes. He shares a technique inspired by Gary Keller—if you’re not seeing gym time, date nights, or prospecting sessions on your schedule, you’re just wishing for success, not planning for it.
Color Coding for Clarity
One of Scott’s game-changing strategies is color-coding your calendar. By assigning different colors to revenue-generating tasks, family time, workouts, and client meetings, you can easily see if your time is being spent where it matters most. If your calendar lacks key colors (e.g., green for sales activities), it’s a red flag that adjustments are needed.
The Power of Time Blocking
Many entrepreneurs get caught up in reactive work—responding to emails, handling last-minute requests, and firefighting daily crises. Scott stresses the importance of time blocking, where dedicated slots in your calendar are reserved for focused work. Whether it’s a 60-minute lead generation session or a weekly business planning session, disciplined time blocking prevents distractions and ensures that high-impact activities are prioritized.
Handling Interruptions: The Art of ‘Interrupting Interruptions’
No matter how well-planned your calendar is, interruptions happen. Scott shares a simple yet effective strategy: when an unexpected call or task arises, quickly assess its urgency. He recommends using pre-written text responses or scheduling tools like Calendly to redirect non-urgent matters to a more convenient time, keeping your focus intact.
The Importance of a ‘Busy Time’ Block
Scott schedules dedicated time blocks for dealing with inevitable last-minute tasks. By setting aside two-hour blocks on certain days, he prevents urgent issues from derailing his entire schedule. This ensures that unexpected fires don’t force him to neglect revenue-generating activities.
Leveraging Technology for Efficiency
Technology is a double-edged sword—it can boost productivity or become a major distraction. Scott shares his approach to automation and efficiency tools:
Calendly for scheduling client calls
Pre-set text responses to minimize distractions
Google Calendar & Panda Planner for structured planning
The Power of Physical Planning: The Panda Planner Sales Pro
Digital tools are valuable, but Scott firmly believes in the effectiveness of a physical planner. He partnered with Panda Planner to create the Sales Pro Planner, which blends daily goal setting, gratitude exercises, and structured sales tracking. He emphasizes that writing things down creates a psychological commitment that boosts follow-through and execution.
Goal Setting and Weekly Reflection
Scott’s success is rooted in intentional goal setting. He advocates for reviewing your week every Sunday or Monday, assessing what went well and what needs improvement. He also highlights the Goal Setting Worksheet, a tool that breaks down large objectives into daily, weekly, and monthly actions, making progress more tangible and attainable.
Work-Life Balance: Designing Your Business Around Your Life
One of Scott’s biggest takeaways is designing your business around your ideal lifestyle—not the other way around. He stresses that entrepreneurs should first schedule personal priorities like vacations, gym sessions, and family time, then build their work commitments around them. Otherwise, work will expand to fill every available gap.
The Connection Tracker: Building Stronger Relationships
Relationships drive business success, and Scott’s Connection Tracker helps professionals stay on top of their key contacts. By tracking past clients, new referrals, and outreach efforts, sales professionals can ensure they’re consistently nurturing their network without letting leads slip through the cracks.
Final Thoughts
Scott Groves has built a thriving career by mastering calendar management, goal setting, and lead generation—and his strategies can transform the way you approach your business. Whether you’re a loan officer, realtor, or entrepreneur, prioritizing your calendar, setting intentional goals, and leveraging the right tools can dramatically improve your productivity and overall success.
Harley Green: Hey everybody, welcome back to the Workergenix Mastermind Podcast! Today, we’ve got a special guest and fellow Front Row Dad, Scott Groves. Scott is a husband, father, coach, loan officer, author, podcaster, 10th Planet Jiu-Jitsu purple belt, and cigar aficionado.
Scott is known for his client-first approach in the mortgage industry, helping homebuyers and real estate professionals secure lending solutions that align with long-term financial goals. Beyond lending, he’s also an expert in marketing, leadership, and lead generation, coaching hundreds of loan officers to success.
Scott, thank you so much for being on the podcast today!
Scott Groves: Hey, thanks for having me on. I appreciate it.
Harley Green: Before we started recording, we were talking about something really interesting—the idea that if you want to know what someone truly values, you just need to look at their calendar. Can you share more about that?
Scott Groves: Absolutely. And first off, I need you as my hype man—I love how you introduced me!
I’ve been around long enough to remember when physical day planners were the norm, and I learned something powerful from Gary Keller, founder of Keller Williams. He used to coach real estate agents by saying, “If you want to make a million dollars in real estate, show me on your calendar where you’re doing lead generation every day. If you say your family is important, show me where date nights or family time are scheduled.”
That stuck with me. Your calendar is a reflection of your values. If something isn’t scheduled, chances are it’s just wishful thinking. It’s like the saying, “A goal without a deadline is just a dream.” If you’re not intentionally making time for what’s important—whether that’s work, family, health, or personal growth—you’re just hoping it happens.
For me, proper calendar management is the key to success. I looked at my schedule before this call—I have 43 scheduled appointments this week, and I’m not overwhelmed because everything is planned out intentionally.
Harley Green: That makes a lot of sense. What are some practical tips for business owners who want to improve their calendar management?
Scott Groves: First, own your calendar—literally. I know people who have built their entire schedule within a company system, then switch companies and lose everything. Even if you use a corporate calendar, keep a backup in your own system.
Second, color-code your calendar. I know it sounds basic, but it makes a huge difference. I can glance at my week and immediately see if I have enough:
Green for money-making activities
Orange for coaching
Pink for family time
Blue for workouts
This makes it easy to spot imbalances—if my calendar is missing personal time or too light on lead generation, I adjust accordingly.
Harley Green: I love that. What about handling interruptions? We all have days where a random fire comes up and blows up our schedule. How do you manage those moments?
Scott Groves: Great question. One of my mentors, John Berghoff, taught me that if you’re a busy professional, you have to get world-class at interrupting interruptions.
For example, if I’m in a focused work block and my wife calls, I answer quickly and say, “Hey honey, I’m in the middle of something—can this wait, or should we talk tonight?” That way, I don’t ignore the call, but I also don’t let a quick chat turn into 20 minutes of lost productivity.
For business calls, I use a simple pre-written text response: “Hey, I’m in a meeting right now. Can we schedule a time to talk later? Here’s my calendar link.” Most of the time, people respect that and book a time instead of expecting immediate attention.
The key is to train people that they have full access to you—but not immediate access.
Harley Green: That’s a great mindset shift. You mentioned Calendly—are there any other tools you swear by for productivity?
Scott Groves: Yes! Besides Google Calendar and Calendly, I use quick text replacements on my iPhone.
For example, I type “CCC” and it automatically expands into a full, polite message saying: “Hey, I’m in the middle of something. Your call is important to me. Can we schedule a time later?”
This saves me from typing out responses over and over.
Also, the Panda Sales Planner is a game-changer. It’s a physical planner that helps me manage my sales calls, goals, and daily priorities without distractions from my phone.
Harley Green: That’s awesome. You mentioned something earlier about building “busy space” into your calendar. Can you explain how that works?
Scott Groves: Sure. A lot of people’s calendars are filled with back-to-back meetings, leaving them no time to handle unexpected tasks. I intentionally block out two hours, three times a week for dealing with emergencies, last-minute emails, or urgent tasks.
If something urgent comes up at 10 AM, instead of dropping everything, I just say: “I’ll handle this during my 2-4 PM busy time.”
By pre-scheduling time for unplanned tasks, I stay in control instead of constantly reacting to other people’s problems.
Harley Green: That’s a great way to manage the chaos. Now, you’ve created a sales planner specifically for business owners. Can you share more about that?
Scott Groves: Yeah! I partnered with Panda Planner to create a Sales Pro Version. It’s designed for entrepreneurs, salespeople, and business owners who need to stay organized and focused.
The planner includes:
Daily gratitude journaling (which helps with mindset)
A structured to-do list for sales calls and follow-ups
Sections for tracking goals and priorities
A physical planner helps you stay focused—unlike a phone or laptop, which are designed to distract you.
Harley Green: That makes so much sense. Scott, this has been incredibly valuable. Any final advice for entrepreneurs who want to get control of their time?
Scott Groves: Yes—plan your work around your life, not the other way around.
Start by scheduling the big things first:
Annual vacations
Date nights with your spouse
Workouts
Major business goals
Then, let work fill in the gaps. If you don’t, work will expand to take over everything, and you’ll end up missing out on the things that truly matter.
Harley Green: I love it. Scott, thanks so much for being here! For everyone listening, we’ll include links in the show notes where you can grab Scott’s free Connection Tracker and Goal-Setting Worksheet. If you want to take control of your time, grab a Panda Sales Planner today!
Scott, where can people connect with you?
Scott Groves: You can find me at scottgroves.com, and I’m always happy to connect on social media.
How to Take Control of Your Wealth with Infinite Banking
In today’s fast-paced world, entrepreneurs and business owners are constantly seeking financial strategies that provide stability, flexibility, and long-term wealth growth. One such strategy, often overlooked, is Infinite Banking—a method that allows you to become your own banker, maximize cash flow, and grow your wealth while maintaining full financial control. In a recent episode of the Workergenix Mastermind Podcast, Harley Green sat down with Erica Neal of Infinity Investment Strategies to break down how this financial concept can transform the way business owners and investors manage their money.
What is Infinite Banking?
At its core, Infinite Banking is a concept—not a specific product. It involves using specially designed, high-cash-value whole life insurance policies to store and leverage your money, rather than relying on traditional banks. The goal is to recapture the interest that banks earn on your money and redirect it back into your own financial system. This allows you to use your money to fund investments, business expenses, and personal purchases while still earning compounded interest on the total cash value of the policy.
Erica explains that not all life insurance policies qualify for Infinite Banking. These policies must be strategically designed to optimize liquidity, growth, and borrowing power.
How Business Owners Are Using Infinite Banking
Many entrepreneurs and investors are using Infinite Banking to improve their cash flow management and fund major expenses. Here are a few real-world examples from the podcast:
Equipment Financing: Business owners use policy loans instead of traditional bank loans to purchase equipment, avoiding high interest rates and maintaining control over repayment schedules.
Real Estate Investments: Investors leverage their policies to fund down payments or entire property purchases, allowing them to keep their cash liquid while still earning returns.
Payroll & Business Expenses: Some entrepreneurs fund payroll and operational costs using policy loans, repaying them with revenue generated over time, ensuring their business remains cash-flow positive.
Hard Money Lending: Many real estate investors use their policies to fund private loans, earning passive income through interest on those loans while maintaining the tax advantages of the policy.
The common thread? Business owners maintain full control over their capital, unlike with traditional loans, which come with strict repayment terms and interest going to the bank instead of their own financial ecosystem.
The Benefits of Infinite Banking
Infinite Banking offers several key benefits, making it a compelling alternative to conventional financing and saving methods:
Compounded Growth: Even when borrowing against your policy, the full cash value continues to earn interest and dividends.
Liquidity & Flexibility: Unlike retirement accounts or traditional investments, you can access your cash anytime for any purpose, without penalties.
Tax Advantages: Funds within the policy grow tax-free, and policy loans are not considered taxable income.
Asset Protection: In many states, cash value in life insurance policies is protected from lawsuits and creditors.
Control Over Repayment: Unlike traditional loans, you decide the repayment schedule, with no strict deadlines or penalties.
How to Get Started with Infinite Banking
For those looking to adopt this strategy, proper policy design is critical. Not all insurance providers or financial advisors are well-versed in Infinite Banking, so it’s crucial to work with a specialist who understands how to structure these policies for maximum cash value and growth.
Key Considerations When Setting Up Your Policy:
Choosing the Right Policy: Infinite Banking uses high-cash-value whole life insurance, not term life or traditional whole life policies with low cash accumulation.
Understanding Funding Levels: Policies have minimum and maximum funding corridors, allowing flexibility in contributions.
Navigating Underwriting & Health Factors: Your age and health determine insurability, but business owners can also set up policies for key employees or family members.
Strategic Policy Design: Policies should be structured to optimize cash value growth while keeping costs low.
Why Infinite Banking is a Game-Changer for Entrepreneurs
Unlike traditional banking systems, Infinite Banking allows business owners to become their own lender, enabling them to fund investments, manage expenses, and grow their wealth without being at the mercy of banks. This approach also aligns well with long-term financial planning, ensuring that cash remains available when needed, without market volatility impacting access to funds.
Final Thoughts
Infinite Banking isn’t just about life insurance—it’s about financial independence, strategic wealth-building, and creating a system where your money works for you. If you’re an entrepreneur or investor looking for a smarter way to manage cash flow, reduce reliance on banks, and optimize your wealth, this strategy may be the perfect fit.
To learn more about how Infinite Banking can work for you, listen to the full podcast episode with Erica Neal on the Workergenix Mastermind Podcast, or connect with her team at Infinity Investment Strategies to get started on structuring your own policy.
Harley Green: Welcome back to the Workergenix Mastermind Podcast! Today, we have a special guest, Erica Neal from Infinity Investment Strategies. She’s here to discuss a financial strategy that I personally use in my family and businesses. It’s a powerful tool that not many people know about, and I’m excited for her to share it with you.
A little background on Erica—she started her career in finance at a large investment firm but quickly realized that traditional financial planning didn’t fully meet the needs of business owners. Seeking better solutions, she joined a boutique firm and began using innovative strategies, including the Infinite Banking Concept, to help entrepreneurs protect assets, optimize cash flow, and increase liquidity. Now, as the co-founder of Infinity Investment Strategies, Erica empowers business owners to improve their financial standing, grow wealth, and reduce taxes while maintaining full control of their cash flow.
Today, she’s here to explain how you can build, protect, and leverage your assets to fuel business success. Erica, welcome to the podcast! How are you?
Erica Neal: I’m doing great, Harley! Thanks for having me—I’m excited to be here.
Harley Green: The term “Infinite Banking” sounds intriguing. Can you explain what it means?
Erica Neal: Absolutely! The Infinite Banking Concept is more than just a financial product—it’s a strategy. Instead of relying on traditional banks, you become your own banker, allowing you to capture the interest that banks typically earn on your money.
When you deposit money in a bank, they lend it out and generate profits far beyond what they pay you in interest. With Infinite Banking, you reverse this process, allowing your money to grow within a specially designed cash-value life insurance policy while maintaining access to it for investments or business needs.
These policies aren’t off-the-shelf insurance products; they are specifically structured to maximize cash flow and long-term growth. The key advantage? You maintain control, dictate the terms, and reinvest profits into your own wealth-building strategies rather than relying on traditional banks.
Harley Green: That sounds like a game-changer. Can you share some real-world examples of how business owners leverage this strategy?
Erica Neal: Absolutely. Many business owners use Infinite Banking as a financial tool to manage cash flow, fund growth, or even purchase equipment.
For example, a group of business owners in a rural area use their policies to finance equipment purchases rather than taking out traditional bank loans. Instead of tying up their assets as collateral, they borrow from their policies, repay the loan with business revenue, and maintain complete financial control.
Real estate investors also find this strategy incredibly useful. Some use their policies to fund down payments, invest in syndications, or even make hard money loans—just like a traditional bank would.
One business owner I work with in East Texas uses his policy to cover payroll, software subscriptions, and other operational expenses. He withdraws funds at the start of the month or quarter, then repays the policy loan as revenue comes in. This method creates a self-sustaining cycle where he earns interest on his money while ensuring financial stability.
Harley Green: That’s fascinating! Some might wonder—why would someone take out a loan against their own policy?
Erica Neal: Great question! When you borrow from a policy, you’re recreating the banking system in a way that benefits you. Traditional banks lend out money at high interest rates while paying depositors very little in return. With Infinite Banking, you get to control this process yourself.
Here’s an example: If you have $100,000 in your policy and take out a $70,000 loan, you’ll pay simple interest on that loan. Meanwhile, your full $100,000 continues to earn compound interest and dividends. This creates arbitrage—where you’re earning more than you’re paying in interest—just like a bank would.
Business owners love this strategy because it keeps their capital working for them at all times.
Harley Green: This sounds like a powerful business tool, but what about personal use?
Erica Neal: Since you’re the banker, you can use this money however you like. Many people use it to buy vehicles, fund their children’s education, or even purchase a home.
For example, my husband and I used our policy for a down payment on our home. We’re also using it to fund our children’s education, which gives us flexibility compared to traditional 529 plans. Unlike a 529, this policy doesn’t count against financial aid eligibility and can be used for any purpose—not just college tuition.
The key takeaway? Whether for business or personal use, Infinite Banking allows you to keep your money growing while still accessing it when needed.
Harley Green: For someone new to this concept, getting started might seem overwhelming. What’s the first step?
Erica Neal: That’s a great point. Many people assume they need a large sum to start, but most policies are structured for gradual growth. Think of it like saving money in a bank—except with much better returns.
We design policies based on a minimum and maximum funding range. Your minimum should be an amount you’re comfortable contributing each year, even in uncertain times. From there, you can add more as your financial situation improves.
The flexibility of these policies makes them ideal for business owners, allowing them to scale their “bank” as their company grows.
Harley Green: Since these are insurance policies, how does health impact eligibility?
Erica Neal: Health and age do play a role, but once your policy is set up, your rating is locked in for life. That means even if your health changes, you won’t have to undergo new underwriting.
Additionally, business owners can structure policies creatively. For example, some take out policies on key employees, known as “Key Man Policies,” which provide financial protection for the business in case something happens to a critical team member.
Syndicators and real estate investors also use these policies to reassure investors, ensuring that business continuity is protected in case of unforeseen events.
Erica Neal: Many people ask if this strategy has been used before. One historical example is JCPenney during the Great Depression.
When revenue plummeted and banks were struggling, JCPenney borrowed against its corporate-owned life insurance policy to continue paying employees. This move kept the company afloat until the economy recovered.
Today, major corporations and banks still use this strategy, known as Bank-Owned Life Insurance (BOLI) or Corporate-Owned Life Insurance (COLI), to maintain liquidity and navigate financial downturns.
Harley Green: This has been an incredible conversation. If someone wants to explore Infinite Banking further, where should they start?
Erica Neal: I put together a guide called The Four Pillars of Infinite Banking, which walks through:
Tax advantages of using this strategy
How to maintain control over your cash
Risk mitigation and asset protection
Using leverage to maximize financial growth
Anyone interested can access the guide via the link in the podcast description. If Infinite Banking isn’t the right fit, I recommend finding an authorized practitioner through InfiniteBanking.org to ensure you’re working with someone who understands the strategy properly.
Harley Green: Erica, thank you so much for sharing your expertise! This strategy is a game-changer for business owners looking to take control of their finances. I encourage everyone listening to check out the link, download the guide, and connect with Erica to learn more.
Erica Neal: Thank you, Harley! I appreciate the opportunity to share this with your audience.
Can Leadership Behaviors Transform Your Business Success?
As a business owner or entrepreneur, you’re likely no stranger to the hustle. From managing operations to making big decisions, you’re wearing multiple hats every single day. But here’s the question: are you leading your team effectively, or are you just managing tasks? The difference is crucial, and mastering the art of leadership can take your business to new heights.
In a recent episode of the Workergenix Mastermind Podcast, leadership expert Adam Malone shared his insights on the five key behaviors that help leaders create resilient teams, foster trust, and achieve long-term success. Below, we’ll break down these transformative principles to help you rethink the way you approach leadership in your organization.
1. Show Up Authentically
Leadership starts with being real. When you’re transparent and honest, you build trust with your team. This doesn’t mean you have to overshare, but it does mean being upfront about challenges and decisions.
For instance, if a project is going to require extra time and effort, acknowledge it. Tell your team why the hard work is worth it and how it aligns with your business goals. Authenticity encourages buy-in and helps your team feel valued, not dictated to.
2. Share Logical Thought Processes
Leaders often make decisions in isolation, leaving their teams wondering about the “why” behind the “what.” Sharing your reasoning creates clarity and trust.
When you explain how you arrived at a decision, you not only empower your team to think critically but also enable them to make better decisions on their own. Over time, they’ll start to think like you, building a stronger foundation for your business.
3. Ask Better Questions
Curiosity isn’t just for kids—it’s an essential leadership skill. By asking thoughtful, open-ended questions, you can uncover hidden opportunities and foster innovative thinking.
For example, instead of asking, “Did this task get done?” try asking, “How can we improve this process for better results next time?” This encourages your team to think about the bigger picture, paving the way for continuous improvement and collaboration.
4. Create a Culture of Feedback
Feedback shouldn’t just come during annual reviews—it should be an ongoing dialogue. The key is to make feedback positive and expected, not something that creates anxiety.
Start by praising what’s working well, then gently address areas for improvement. For example, if a team member completes a project, don’t just say “Good job.” Highlight what they did well and ask for their input on how the process can improve. Over time, this creates a feedback loop that fosters growth and accountability.
5. Embrace “Yes, And” Thinking
Inspired by improv comedy, the “Yes, And” approach involves building on ideas rather than shutting them down. When a team member proposes a change or an idea, instead of saying “No,” respond with, “Yes, and here’s how we can take it further.”
This mindset keeps conversations constructive and opens the door to collaboration. It’s a powerful way to encourage innovation while maintaining clear expectations.
Bonus Tip: Build Empathy Through Connection
Trust is built on three pillars: logic, authenticity, and empathy. Leaders often focus on the first two but neglect empathy. Take time to understand your team members’ perspectives and motivations. Whether it’s through one-on-one conversations or team meetings, creating space for empathy fosters a more connected and resilient team.
The Ripple Effect of Leadership
The benefits of adopting these leadership behaviors extend beyond your immediate team. By fostering trust, encouraging open communication, and building a culture of growth, you’re creating a business that doesn’t just survive—it thrives. As Adam Malone shared, these small daily behaviors have a compounding effect, building a foundation for long-term success.
Ready to Transform Your Leadership Style?
Great leadership isn’t about making sweeping changes overnight. It’s about implementing consistent behaviors that align with your vision and values. Start by showing up authentically, sharing your thought process, asking better questions, creating a feedback culture, and embracing “Yes, And” thinking.
As Adam put it, these behaviors don’t just improve your team’s performance—they create a business that can grow without you, giving you the freedom to focus on what matters most. So, which behavior will you adopt first?
Listen to the full podcast episode with Adam, available now:
Harley Green: Welcome to the Workergenix Mastermind. Today, we have a special leadership expert, Adam Malone, who will share key strategies and behaviors that leaders can employ to achieve greater success in the new year. Adam is a leadership consultant, corporate keynote speaker, and father of five, known as the “Tenacious Operator.” After a 20-year corporate career and 17 years at one company, where he rose from analyst to VP, Adam left in 2024 to pursue his passion for helping high performers become great leaders of resilient teams.
This is a perfect opportunity for everyone making changes and resolutions to learn how to become better leaders in the coming year. Adam, welcome to the podcast. How are you?
Adam Malone: I’m great, Harley. Thanks for having me.
Harley Green: What led you to transition from being a VP in the corporate world to helping leaders be better leaders?
Adam Malone: About seven or eight years ago, I transitioned into an operations role, managing the supply chain group. I owned the relationship with Apple, which was significant. I worked long hours, traveled frequently, and it began to wear me down.
One Friday, after a long trip to Manila, I returned home only to board another flight to San Francisco on Monday. I was exhausted and not feeling well. Sitting on the plane, I had a realization—I couldn’t keep living this way. I wanted to see my kids more and improve my marriage, which was okay but could have been better. It became clear that I needed to make a change, not just for myself but for my family.
It wasn’t enough for me to excel individually. I needed to build a resilient team. It had to shift from being about what I could personally accomplish to what the team could achieve collectively. That moment changed my perspective and sparked my journey into leadership development.
Harley Green: Many entrepreneurs and business professionals think they can solve problems by working harder, but the truth is, we need a team to achieve our goals. It takes leadership to build that team.
Adam Malone: Exactly. Entrepreneurs often face the challenge of feeling like no one else can do the job better. The instinct to do everything ourselves is strong, but we need to ask: Is being the best person for the task the right metric for whether or not we should do it?
Harley Green: I remember hearing the saying, “Good enough is perfect.” Sometimes perfection isn’t necessary, and striving for it can cost too much time and energy. How do you help leaders understand this balance between perfection and delegation?
Adam Malone: I often use the phrase, “Do we need perfection, or do we need good enough?” Many times, achieving 70-80% of the result is sufficient. I encourage leaders to consider the additional effort required to get to 90% or 100% and ask if the outcome justifies that cost.
For leaders, it’s also about letting go. Yes, you might do the task faster or better, but it’s often better to delegate, even if the result isn’t perfect. The extra time you gain can be invested in higher-value activities or simply resting to recharge for future challenges.
Harley Green: That makes a lot of sense. Beyond time, there’s also the opportunity cost. Spending time on one task means you’re not focusing on other priorities.
Adam Malone: Absolutely. I ask leaders, “Will your involvement in a particular task change the outcome significantly? Could you spend that time on something more impactful?” Sometimes, the best use of that time is resting or recharging so you’re prepared for the next big challenge.
Harley Green: It’s interesting that you mentioned rest. Often, leaders push themselves to the brink without recognizing the importance of recovery.
Adam Malone: Exactly. Rest is an investment in resilience. It’s about pacing yourself and your team for long-term success.
Harley Green: You’ve shared some great insights so far. I know one of the main focuses today is the five key behaviors that leaders can implement daily. Let’s dive into those.
Adam Malone: Absolutely. The first behavior is showing up authentically. Your team needs to trust you, and trust starts with being transparent. Share your thoughts openly, acknowledge challenges, and be honest about what you expect.
For example, when asking your team to tackle a tough task, acknowledge the difficulty upfront. Saying, “I know this is going to be challenging, but here’s why it’s important,” builds trust and shows authenticity.
Harley Green: That’s a great point. I’ve seen firsthand how authenticity can rally a team. What’s the second key behavior?
Adam Malone: The second is sharing your logical thought process. When leaders explain why they made a decision, it builds trust and helps the team learn to think like them. This is especially important if you want your business to thrive without your constant involvement.
Engage your team in the decision-making process by explaining your logic and asking for their input. This not only builds trust but also creates opportunities for improvement.
Harley Green: That ties into empowering your team to think critically and contribute meaningfully.
Adam Malone: Exactly. The third behavior is asking better questions. This means asking open-ended, thoughtful questions that encourage dialogue. For example, instead of saying, “Why didn’t you do this differently?” you could ask, “How do you think this fits into the broader process?”
These questions help team members think beyond their immediate tasks and identify areas for improvement.
Harley Green: I love how asking the right questions can serve as both feedback and training for the team. What’s the fourth behavior?
Adam Malone: The fourth is creating a culture of feedback. Feedback shouldn’t be something people dread—it should be a natural and mostly positive part of your workplace culture.
Give constructive feedback regularly, but focus primarily on positive reinforcement. Celebrate what your team does well, and use feedback to build trust and encourage growth.
Harley Green: We’ve implemented a feedback system in our task management software, where tasks are marked as “Needs Feedback” before being completed. It ensures feedback becomes part of our process, and it’s been incredibly helpful.
Adam Malone: That’s a great idea. Systems like that create a natural expectation of feedback and encourage continuous improvement.
Harley Green: What’s the final key behavior?
Adam Malone: The fifth is practicing “Yes, and…”. This concept, borrowed from improv comedy, involves building on ideas rather than shutting them down. For example, if a team member suggests a change, instead of saying, “No, we’ve always done it this way,” say, “Yes, and if we make this change, we also need to ensure we maintain these non-negotiables.”
This approach fosters creativity and collaboration while maintaining structure and accountability.
Harley Green: I can see how that would create a positive, innovative environment.
Adam Malone: It does. It encourages your team to bring ideas forward, knowing they’ll be considered and built upon rather than dismissed.
Harley Green: This has been an incredible conversation. For those who want to learn more or connect with you, what’s the best way to reach you?
Adam Malone: The best way is to text 33777 with the keyword “operator.” You’ll receive free leadership resources and be added to my newsletter, where I share weekly tips and insights. You can also connect with me on LinkedIn—just look for my black-and-white photo with a microphone.
Harley Green: Adam, thank you so much for sharing your expertise today.
Adam Malone: It’s been my pleasure. Thanks for having me.
The Power of Conversion Optimization and Data-Driven Marketing
In today’s competitive business landscape, standing out isn’t just about having a great product or service. It’s about creating a seamless customer journey that converts prospects into loyal customers. This is exactly what Scott Zetlan, founder of VisiOpt, specializes in. With over two decades of experience in digital marketing, Scott has transformed businesses by optimizing their customer experiences and marketing strategies.
If you’re an entrepreneur or business owner looking to grow, here’s everything you need to know about the game-changing insights Scott shared on the podcast.
What is Conversion Optimization and Why Does It Matter?
Imagine spending thousands of dollars on ads, only to lose potential customers the moment they land on your website. Conversion optimization fixes this by fine-tuning your landing pages and sales funnels to ensure visitors take the desired action, whether it’s making a purchase, signing up for a service, or booking a call.
Scott explains that 70–80% of your marketing success depends on what happens after someone clicks on your ad. It’s not just about running ads; it’s about what happens when they reach your page. If your landing page isn’t optimized, you’re likely leaving significant revenue on the table.
The Data-Driven Approach to Marketing
At the core of Scott’s philosophy is data. He emphasizes the importance of testing variables, like headlines, images, call-to-action buttons, and page layouts, to identify what works best for your audience. According to Scott, everything on your page either helps or hurts your conversions.
With tools like VisiOpt, businesses can run thousands of split tests simultaneously and identify the best-performing combinations without requiring additional traffic. This isn’t just about optimizing for conversions; it’s about increasing your average order value (AOV) and reducing your cost per acquisition (CPA).
For example, Scott shared a story about a client whose ads required multiple touchpoints—up to five clicks—before customers made a purchase. By analyzing the customer journey, they identified critical ads and optimized them, leading to improved results across the board.
Avoid These Common Mistakes
Scott highlights several mistakes businesses make:
Assuming Your Page is Fully Optimized: Even high-performing pages often have room for improvement. Brands spending significant budgets on ads often see conversion increases of 30% to 418% after optimization.
Cluster Testing Without Isolating Variables: Making multiple changes at once can confuse results. Instead, isolate variables to identify what’s working and what’s not.
Focusing Solely on Opt-Ins or Leads: A high opt-in rate doesn’t always translate to revenue. Always track performance throughout the entire funnel, from the first click to the final purchase.
The Importance of Continuous Testing
Testing isn’t a one-time event; it’s an ongoing process. The market evolves, customer behavior shifts, and ad algorithms change. Scott uses the concept of “Kaizen,” or continuous improvement, to explain why testing should be part of every business’s long-term strategy.
For smaller businesses with limited budgets, Scott recommends starting small. Even if your ad spend is only $1,000 a month, the insights gained from testing can help you scale more effectively.
How VisiOpt Makes Testing Easier
Traditional testing can be overwhelming, but VisiOpt simplifies the process. It allows you to run tests without coding or complex analytics. The platform identifies winning combinations—whether it’s a headline, hero image, or call-to-action—and shows which variables are driving results.
VisiOpt also tracks performance across the entire funnel, providing insights into what’s working on desktop versus mobile and how each element impacts overall revenue.
Why Businesses Struggle with Ad Consistency
One of the biggest challenges businesses face is maintaining consistent ad performance. Scott explains that this often isn’t the fault of ad platforms like Facebook or Google. Instead, it’s a result of poorly optimized landing pages that don’t resonate with broader audiences.
By focusing on the creative elements of your ads and optimizing the customer journey, you can build campaigns that perform consistently, even as algorithms and competition evolve.
Applying Optimization Across Different Business Models
Whether you’re selling physical products, digital courses, or services, conversion optimization applies across all business models. Scott shared examples of optimizing free lead magnets, like guides, to ensure that not only are you generating leads but also converting the right leads into paying customers.
Tracking data to the end of the funnel—whether it’s a booked call, a subscription, or a high-ticket sale—is crucial to understanding what’s truly working.
Practical Takeaways for Your Business
Scott’s insights boil down to a few actionable steps for any business owner:
Start Testing Now: Even with a small budget, testing your landing pages and ad creatives can yield significant insights.
Focus on the Full Funnel: Don’t stop at lead generation. Track performance all the way to the sale.
Leverage Tools Like VisiOpt: Simplify your optimization process with tools that make testing accessible and actionable.
Embrace Continuous Improvement: Testing is not a one-and-done effort. Commit to ongoing optimization to stay ahead of the competition.
Special Offer from Scott Zetlan
If you’re ready to take your marketing and conversion optimization to the next level, Scott Zetlan is offering a free 30-minute Conversion Optimization Audit for podcast listeners. This personalized session will help you identify key areas of improvement for your business.
Scott’s approach is a game-changer for any business looking to grow. Whether you’re a small startup or an established company, focusing on your customer journey, landing pages, and data-driven marketing can unlock new levels of success.
Listen to the full podcast episode with Scott, available now:
Harley Green: Welcome back, everyone! Today, we have a special guest, Scott Zetlan, founder of VisiOpt, a company revolutionizing how businesses optimize customer experiences, marketing, and sales. Scott, it’s an honor to have you on the show. How are you?
Scott Zetlan: I’m doing fantastic, Harley. Thanks so much for having me.
Harley Green: It’s a pleasure! VisiOpt is known as a digital marketing powerhouse with over two decades of experience in media buying, conversion rate optimization, and analytics. Can you share more about your journey and how VisiOpt came to be?
Scott Zetlan: Absolutely! I’ve been in the marketing space for over 20 years, which makes me feel a bit old! Early in my career, I realized that scaling effectively meant understanding traffic, testing, and optimization. Without proper testing, you leave significant money on the table. That realization came through my own mistakes, and it opened my eyes to how critical it is to continuously improve.
Many businesses—ranging from small six-figure companies to massive 10-figure enterprises—are not optimizing effectively or at all. As a result, they stifle their ability to scale and grow, particularly when relying on cold traffic. We saw an opportunity to help these businesses with a more scientific, data-driven approach, and that’s how VisiOpt was born.
Harley Green: Let’s take a step back and dive into the specifics. When you talk about optimization, are we focusing on ads, websites, or the entire customer journey?
Scott Zetlan: Great question! Optimization spans both the creative side—such as ads, emails, or social media posts—and the pages where traffic is driven, like landing pages and funnels. At VisiOpt, we focus heavily on optimizing landing pages and funnels because 70-80% of your results depend on what happens after someone clicks on your ad.
Our proprietary system allows businesses to run extensive tests, simulating over 4,000 unique split tests within a single experiment—without needing additional traffic. By optimizing conversion rates, lowering cost-per-acquisition (CPA), and increasing average order value (AOV), businesses can thrive even in highly competitive markets.
Harley Green: What are some of the most common mistakes businesses make when it comes to marketing and optimization?
Scott Zetlan: The first big mistake is not testing enough—or testing improperly. Many businesses assume their pages are optimized after a few tweaks, like adjusting a headline or swapping an image. But in reality, proper testing involves isolating variables and understanding how they interact.
For example, it’s not just about testing headline A vs. headline B. It’s about testing which headline works best with a specific hero image, call-to-action, or even page layout. This interplay can dramatically impact your results.
Another common mistake is copying competitors. Many businesses see something their competitor is doing and assume it’s a best practice, but this often backfires. We’ve helped clients remove “best practices” that were actually hurting conversions.
Lastly, many businesses run “cluster tests,” where they change multiple variables at once. While this might improve results, it’s impossible to know which changes worked and which didn’t. Isolating variables is key.
Harley Green: Some listeners may think testing is a one-and-done process. Why is continuous testing so important?
Scott Zetlan: The market, algorithms, and customer behaviors are constantly evolving. Even if you have a high-performing campaign today, it may not work tomorrow. Testing ensures you stay ahead by continuously refining your approach.
For instance, many businesses blame ad platforms like Facebook when performance drops. While algorithms do change, most issues stem from poor optimization or a lack of understanding of the customer journey. If your offer isn’t converting for a broad audience, you’re bound to face challenges when scaling.
Harley Green: For businesses with smaller budgets—let’s say $1,000 a month on ads—can they afford to implement the kind of optimization strategies you’re describing?
Scott Zetlan: Great question. The short answer is yes. If you’re spending $1,000 a month, you absolutely need to optimize to make the most of that investment. However, with limited traffic, you need to run more focused tests over a longer period.
As businesses scale, the return on investment from testing becomes even more significant. For example, a 10% improvement for someone spending $50,000 a month on ads is much more impactful than the same percentage for a $1,000 budget.
That said, even smaller businesses can use VisiOpt’s tools to start testing effectively and lay the groundwork for growth.
Harley Green: What’s your advice for businesses that focus on metrics like leads or clicks but don’t track the entire customer journey?
Scott Zetlan: That’s a common and costly mistake. You can’t eat leads. If a landing page generates a high volume of leads but those leads don’t convert into paying customers, you’re wasting resources.
At VisiOpt, we track performance across the entire funnel—from the first ad click to the final sale. This allows businesses to see not just which pages generate leads, but which ones result in the highest revenue or AOV. Sometimes, the page with fewer leads ends up producing better-paying customers.
Harley Green: It sounds like testing not only boosts performance but also gives businesses control. Would you agree?
Scott Zetlan: Absolutely. You can’t control ad platform algorithms, competition, or market changes, but you can control how your business responds. Testing puts the power back in your hands by enabling you to optimize every step of the customer journey.
Harley Green: Scott, this has been incredibly insightful. For listeners inspired to dive into testing and optimization, how can they get started with VisiOpt?
Scott Zetlan: We’d love to help. For anyone who reaches out through the link in the podcast notes, we’re offering a free 30-minute conversion optimization audit. We’ll review your website and discuss actionable ways to improve.
Harley Green: Thank you so much for joining us, Scott. This has been invaluable!
Scott Zetlan: Thank you, Harley. It’s been a pleasure!
Unlocking Business Success: A Comprehensive Guide to Franchising and Entrepreneurship
Are you looking to break free from the corporate grind and take control of your financial future? Franchising offers a unique path to business ownership, combining the benefits of an established brand with the independence of entrepreneurship. In this post, we dive into key insights shared by Liz Leonard, franchise advisor and author of Your Franchise Fast Pass, who has successfully guided individuals in finding the perfect franchise fit. Whether you’re new to the concept or exploring a career pivot, here’s everything you need to know about leveraging franchising for business success.
The Appeal of Franchising: Why It’s Worth Considering
Franchising offers a proven framework for building a business. Unlike starting from scratch, it provides access to:
Established systems and processes: Franchises come with playbooks, vendor discounts, and marketing platforms that are already tested and optimized.
Ongoing support: Franchisees gain access to training programs, technology tools, and a network of fellow business owners who share best practices.
Lower risk: With a track record of success, many franchises reduce the uncertainty associated with new business ventures.
Franchising isn’t for everyone, but for those who value structure and support, it’s an opportunity to become a business owner with less risk and more guidance.
How to Determine If Franchising Is Right for You
The decision to invest in a franchise should align with your skills, finances, and life goals. According to Liz, evaluating your readiness involves:
Skills assessment: Understanding your strengths and areas for growth is critical in matching you with the right franchise.
Financial capability: Franchises require upfront investments, so it’s essential to assess your financial readiness and explore funding options, such as SBA loans or the Rollover for Business Startups (ROBS) program.
Lifestyle alignment: Consider whether you prefer an owner-operator model (hands-on involvement) or a semi-absentee approach (managing a team while maintaining another job).
Timing is key. If you’re not quite ready to invest, Liz recommends using this time to save, reduce debt, and build a financial cushion.
Exploring Industries Beyond Food Franchises
When people think of franchising, fast food often comes to mind. However, the franchise world spans numerous industries, including:
Home services: Brands offering essential services like kitchen renovations, pest control, and property management.
Professional services: Coaching, consulting, and tax preparation franchises.
Fitness and wellness: Yoga studios, gym franchises, and mental health services.
These options often come with lower overhead costs, making them accessible to first-time franchisees.
Building a Family Legacy Through Franchising
Franchising can be more than just a business investment—it’s an opportunity to create generational wealth and involve your family. Liz shared examples of families using franchises to:
Train and mentor younger generations.
Diversify investments while maintaining a primary income source.
Build businesses that complement existing ventures, such as real estate.
A family-focused approach can strengthen your financial foundation while fostering entrepreneurial skills in the next generation.
Mitigating Risk Through Support Systems
Starting a business is never without challenges, but franchising provides resources to help you overcome obstacles, such as:
Comprehensive training: Ensuring you and your team are equipped to succeed.
Peer networks: Learning from experienced franchisees within the system.
Technology platforms: Streamlining operations with robust tools for marketing, billing, and customer management.
As Liz noted, franchising replaces the isolation of going solo with the security of a support system.
Take the First Step Toward Ownership
Franchising offers a balance between independence and support, making it an attractive option for aspiring entrepreneurs. But success starts with the right information. Whether you’re considering a career change, adding a second income stream, or building a family legacy, the journey begins with understanding your options.
Ready to learn more? Liz Leonard’s Your Franchise Fast Pass is a step-by-step guide designed to help you navigate the process. Visit their website to explore how franchising can fit into your entrepreneurial vision.
Listen to the full podcast episode with Liz Leonard, available now:
Franchising might not be for everyone, but for those seeking a structured path to business ownership, it’s a powerful option. Take control of your future by exploring this dynamic opportunity—your next great adventure awaits.
Harley Green: Welcome to the Workergenix Mastermind podcast! Today, we have a very special guest, Liz Leonard. Liz is an esteemed franchise business expert, entrepreneur, and the bestselling author of Your Franchise Fastpass: Your Guide to Finding Your Ideal Business. Liz brings a wealth of knowledge to help entrepreneurs who are exploring franchising as their next big adventure. Liz, welcome to the show! How are you today?
Liz Leonard: Thanks for having me, Harley. I’m doing great.
Harley Green: We’re thrilled to have you here. Let’s dive in. Could you share a bit about your background and how you got involved with franchising?
Liz Leonard: Absolutely. I started my career in senior healthcare, working in the corporate world for about two decades. Like many people, I eventually transitioned out of that career. My first entrepreneurial venture was a childcare startup— a $1.2 million project—launched in 2007, right when the recession hit. It was a risky time, but the business thrived. We had a waitlist two-and-a-half years long. Four years later, we were approached by a buyer, and we made the tough decision to sell.
After that, my entrepreneurial journey continued. We invested in a self-storage business with 134 units, which we sold a couple of years ago. We also own a franchise business that we’ve had for over a decade. Today, I’m a franchise advisor, helping people explore investments and decide if franchising is the right fit for them. It’s a very personalized process that takes into account their skills, finances, and long-term goals.
Harley Green: I love that. One thing we talked about before recording is how you match people with businesses that align with their passions, skills, and financial goals. What does that process look like when someone comes to you?
Liz Leonard: The first step is a 20-minute introductory call to understand why they’re considering franchising and how it fits into their life. Many people come to me because they want control, freedom, or a way to build wealth. Some are transitioning out of jobs, and others are simply looking for their next investment opportunity.
After that, we do a skills assessment to identify their strengths, weaknesses, and compatibility with different franchise models. If I’m working with a couple or a family, everyone participates in the assessment. From there, we dive deeper with a 60-minute consultation where we discuss their vision, goals, and readiness to own a business. It’s a step-by-step process, and my services are completely free.
Harley Green: That’s amazing. For someone unhappy in their current job and considering starting their own business, what makes franchising a good option?
Liz Leonard: Franchising can provide a proven roadmap, which removes much of the guesswork that comes with starting a business from scratch. You gain access to established systems, vendor discounts, and ongoing support. In franchising, you’re part of a network of like-minded entrepreneurs who’ve already walked the path you’re considering. Unlike starting on your own, you’re never alone—you have guidance and resources at every step. That’s a huge advantage.
Harley Green: That sounds invaluable. But many people automatically think of food franchises like McDonald’s. What are some other industries where franchising is thriving?
Liz Leonard: Great question! Food is what most people think of, but there’s so much more. Home services are a growing sector—things like kitchen remodeling, pest control, and landscaping. These brands are often mobile, so you don’t need a brick-and-mortar location, which reduces overhead. There are also opportunities in coaching, mental health, and even property management. Franchising extends far beyond food.
Harley Green: What kind of time and financial commitment does someone need to get started with a franchise?
Liz Leonard: The initial process to evaluate franchising options takes about six to eight weeks. During that time, we assess goals, financial readiness, and skills, and then narrow down franchise options. Once you decide, there’s training, which can take four to six months depending on the brand. Financially, the investment varies. Some franchises require a net worth of $350,000, while others may be higher, especially if they’re brick-and-mortar. We also explore funding options like SBA loans or retirement rollovers, so everyone’s situation is unique.
Harley Green: You mentioned family involvement earlier. Can franchising help build a legacy for future generations?
Liz Leonard: Absolutely. Franchising can be a powerful tool for creating generational wealth. I’ve worked with families where parents invest in franchises and involve their children in the operations. This gives the next generation entrepreneurial experience while building a stable income stream. It’s a great way to create long-term value for your family.
Harley Green: That’s incredible. What advice do you have for someone considering franchising but unsure if it’s the right fit?
Liz Leonard: My advice is to explore your options and gather as much information as possible. Franchising isn’t for everyone, but it’s worth investigating if you want a business model with support and structure. Start by asking yourself: What are my goals? Am I financially ready? What role do I want to play in the business? If you’re curious, let’s talk. My services are free, and I’d be happy to guide you through the process.
Harley Green: Liz, thank you so much for sharing your expertise and insights. For those interested in learning more, we’ll include a link in the show notes to get a free copy of Your Franchise Fast Pass. Liz, it’s been a pleasure having you on the show.
Liz Leonard: Thank you, Harley. It’s been great talking with you.
From Setbacks to Success: Building a Life of Financial Freedom and Location Independence
In the modern world, entrepreneurship is no longer confined to an office or a specific location. For many, the dream of financial freedom and location independence has transformed from a far-fetched idea into an achievable reality. In this blog, we dive into the inspiring journey of Steve Didier, host of the Ronin Mindset Podcast, and explore the actionable strategies he’s used to redefine success.
Whether you’re looking to break free from traditional constraints or scale your business, this post provides insights that will empower you to take control of your life and business.
1. Turning Setbacks into Opportunities
Steve’s entrepreneurial journey wasn’t without challenges. From thriving in the booming Las Vegas real estate market to losing everything during the financial crash, he faced a major reset in his life. But instead of giving up, Steve saw this as an opportunity to pursue a more fulfilling life.
Key Takeaway: Sometimes setbacks are the push we need to reevaluate our goals and align our actions with what truly matters. If you’re facing challenges in your business, consider how they could serve as a stepping stone toward your bigger dreams.
2. Embracing Location Independence
After hitting the reset button, Steve sold his belongings, packed up his dog, and drove to Playa del Carmen, Mexico. From there, he began exploring life as an expat and digital nomad. His story proves that you don’t need to be a millionaire to live abroad; strategic planning and a willingness to adapt can go a long way.
Actionable Insight: If you’re considering the leap to location independence, start by researching affordable locations and tapping into online communities for support. Facebook groups and digital nomad forums can help you find rentals, navigate local regulations, and build connections.
3. Building Sustainable Revenue Streams
Steve’s first steps into entrepreneurship abroad included affiliate marketing and real estate. Leveraging his knowledge of real estate from the U.S., he began working with clients in Mexico, targeting Americans and Canadians looking for investment properties. He later transitioned to credit repair, a business born from his own need to rebuild his credit after financial struggles. This business became highly lucrative and scalable, allowing him to outsource work to virtual assistants (VAs).
Lesson for Entrepreneurs: Diversify your income streams and focus on skills you already have. Whether it’s real estate, marketing, or coaching, there are countless opportunities to monetize your expertise in a global marketplace.
4. Outsourcing for Growth
As Steve’s credit repair business grew, he realized he couldn’t do it all himself. Bringing on VAs allowed him to scale his operations efficiently. These VAs handled time-consuming tasks like client follow-ups and manual data entry, freeing him to focus on higher-value activities such as sales and marketing.
Pro Tip: Hiring virtual assistants isn’t just about saving time—it’s about increasing your earning potential. For every VA Steve hired, his income grew because he could dedicate more energy to revenue-generating activities.
5. The Importance of a Marketing Flywheel
Steve leveraged organic marketing strategies like social media to promote his business. Through platforms like Facebook, Instagram, and TikTok, he built a following and used referrals to keep his pipeline full. His approach highlights the value of creating a self-sustaining marketing flywheel that generates leads without constant intervention.
Tip for Business Owners: Don’t underestimate the power of organic marketing. Start small with consistent posts and engagement, and watch as your content works to attract more leads and referrals.
6. Designing a Business Around Your Lifestyle
One of Steve’s core principles is building a business that fits the life you want—not the other way around. For him, that meant prioritizing flexibility and eliminating tasks that tethered him to a specific location or time zone. By focusing on digital products and outsourcing operations, he created a business that allowed him to travel freely.
Ask Yourself: Is your business serving your lifestyle goals? If not, what changes can you make to align your business with your ideal life?
7. Overcoming Challenges as a Global Entrepreneur
Living abroad comes with its own set of challenges, from opening foreign bank accounts to navigating different business regulations. Steve’s advice is to treat these hurdles as experiments. Whether it’s finding alternative payment methods or building a local support network, persistence and adaptability are key.
Practical Advice: Start small. If you’re not ready to commit to a global lifestyle, try living abroad for six months in a single location. This trial period will help you decide if the lifestyle is right for you.
8. Why Take the Leap?
For Steve, living internationally isn’t just about affordability—it’s about embracing freedom. From reducing costs to experiencing new cultures, his journey underscores how stepping outside your comfort zone can lead to incredible growth.
Final Thought: Don’t let fear hold you back. As Steve says, “If it doesn’t work out, you can always go back.” The important thing is to take that first step and see where it leads.
Ready to Build Your Dream Lifestyle?
Steve’s story is a testament to the power of resilience, creativity, and strategic planning. Whether you’re considering hiring a VA, exploring life as a digital nomad, or simply looking to grow your business, the lessons from his journey can help you take actionable steps toward your goals.
For more tips and insights, listen to the full podcast episode with Steve Didier, available now:
Your dream life is closer than you think. It starts with one decision—one step toward building the freedom and success you deserve. So what are you waiting for? Start planning your journey today.
Harley Green: Welcome to the Workergenix Mastermind Podcast! I’m your host, Harley Green, and today we’re joined by a very special guest—Steve Didier. Steve is the host of The Ronin Mindset Podcast, a digital nomad, entrepreneur, and business owner with an incredible story. Steve’s journey is packed with actionable tips and strategies that can help you elevate your business, achieve financial independence, and build a life of location freedom. Steve, welcome to the show!
Steve Didier: Thanks, Harley! I’m excited to be here and looking forward to this conversation.
Harley Green: Steve, your background is so diverse. You’ve been a bouncer in Las Vegas, a real estate entrepreneur, and you’ve navigated the ups and downs of the real estate market crash. Then, you took a leap into the nomadic lifestyle and entrepreneurship while traveling. How did you manage this incredible transition?
Steve Didier: It’s been quite a journey with lots of twists, turns, and even some dead ends. I’ve always had an entrepreneurial spirit. After leaving the army, I moved to Las Vegas and worked a variety of jobs, including as a personal bodyguard for A-list celebrities, a nightclub security professional, and a bartender. But I eventually grew tired of that lifestyle. I had experienced a somewhat nomadic life in the military and wanted something more fulfilling.
I started a real estate business in Las Vegas, and for a time, it was incredibly successful—Vegas was booming, and I was making great money. But despite the financial success, I felt unfulfilled. Then came the real estate market crash, and everything I had built over 12 years was wiped out. I lost my business, went through a divorce, and hit rock bottom. It was a massive reset, but in hindsight, it was a blessing in disguise.
Harley Green: It sounds like a pivotal moment. What led you to pursue a digital nomad lifestyle?
Steve Didier: After going through that tough period, I realized I finally had the freedom to pursue something I had always dreamed about—traveling and living abroad. I sold almost everything I owned, packed up my dog, two boxes, and a suitcase, and drove from Las Vegas to Playa del Carmen, Mexico. That’s where I began exploring the digital nomad and expat lifestyle. I started with online marketing, selling digital products, and later worked in international real estate to learn about global investments.
Harley Green: What challenges did you face, either internally or externally, when making this leap?
Steve Didier: Internally, one of the surprising challenges was parting with material possessions. As I was selling or donating items, I found myself struggling to let go of things that had no real value—just emotional attachments. But in the end, I can honestly say there’s nothing I regret parting with.
Externally, the logistics of living internationally can be tricky, especially with a large dog. Finding a rental, for instance, wasn’t as simple as Zillow or Craigslist. I connected with a rental agent through a Facebook group, which made the process smoother.
Harley Green: What about managing finances and setting up a life abroad? How did you handle that?
Steve Didier: Initially, I was able to open a Mexican bank account with a tourist visa, which isn’t possible now. For day-to-day expenses, I used my U.S. bank accounts and relied on tools like Western Union for larger transfers. It wasn’t perfect, but it worked.
Harley Green: Once you settled in Mexico, you explored new business ventures. What did that process look like?
Steve Didier: Before moving, I had started dabbling in affiliate marketing, which gave me the financial confidence to take the leap. I wasn’t earning much—about $1,500 a month—but it was enough to live comfortably in Mexico at the time. Later, I transitioned into real estate, focusing on helping Americans and Canadians invest in properties they could rent out on platforms like Airbnb. That was an invaluable learning experience.
Harley Green: At some point, you transitioned to a credit repair business. How did that come about?
Steve Didier: After the real estate crash, I had to repair my own credit, which taught me a lot. I started helping others, and eventually, it turned into a lucrative business I could run entirely from Mexico. To scale, I hired virtual assistants from the Philippines, which was a game-changer. They were incredibly talented and efficient, far exceeding my expectations.
Harley Green: It sounds like outsourcing played a huge role in your success. What advice would you give to business owners about hiring virtual assistants?
Steve Didier: Outsourcing is an investment. Each VA I hired freed me up to focus on rainmaking activities—generating sales and revenue. My advice? Start small, delegate time-consuming tasks, and invest in training your VAs. It’s worth every penny.
Harley Green: After running the credit repair business for years, what made you move on?
Steve Didier: The credit repair industry can be exhausting—it’s a lot of negativity. I was ready for a change and wanted to focus on fully digital ventures, like creating courses and exploring AI. The goal was to build a business that didn’t tie me to any specific location.
Harley Green: For those considering a similar lifestyle, what’s your advice?
Steve Didier: Start by identifying what you truly want—whether that’s full-time travel or planting roots in another country. Assess whether your current business can operate remotely. If not, consider leveraging your skills to create a business that aligns with your desired lifestyle. Most importantly, take action. You can always go back if it doesn’t work out, but you’ll never know unless you try.
Harley Green: Steve, thank you for sharing your incredible journey and insights. For listeners who want to learn more, we’ll include links to The Ronin Mindset Podcast and other resources in the show notes. Thanks again for joining us!
Steve Didier: Thanks, Harley. If anyone has questions or is considering making the leap, I’m happy to chat. It’s intimidating, but absolutely worth it.
Transform Your Business Growth with a Flywheel Strategy
In today’s fast-paced and ever-evolving market, creating sustainable growth for your business can feel like an uphill battle. Many entrepreneurs find themselves stuck in the daily grind, barely managing to keep things running. But what if there was a way to build momentum in your business so it grows seamlessly and scales effortlessly? This is where the concept of a business growth flywheel comes in—a strategy that has propelled businesses, both large and small, to unparalleled success.
Bryan Clayton, CEO and co-founder of GreenPal, has mastered this art. Dubbed the “Uber for Lawn Care,” GreenPal is a platform connecting homeowners with lawn care professionals, with over 300,000 active users and millions in transactions. Bryan’s journey from running a traditional landscaping company to scaling a tech-driven platform is a masterclass in entrepreneurial resilience and innovation. Here’s how he used the growth flywheel to transform his business and how you can implement the same principles.
Understanding the Flywheel Effect
The flywheel concept, popularized by Jim Collins in Good to Great, revolves around creating a self-reinforcing cycle where each part of your business feeds into the next. For Bryan, the flywheel began with understanding his customer needs and using technology to enhance efficiency, transparency, and service delivery.
For instance, GreenPal’s core functionality—matching lawn care professionals with homeowners—didn’t just solve a customer pain point; it created a system where satisfied users naturally referred others, driving more business to the platform. This loop of value creation and word-of-mouth marketing became the engine of growth.
Building a Flywheel for Your Business
Whether you’re running a local service company or a tech startup, the principles of a flywheel can work for you. Here’s a step-by-step breakdown based on Bryan’s insights:
1. Focus on Creating a Stellar Product or Service
The foundation of any successful flywheel is a product or service that delivers exceptional value. Bryan emphasizes that you can’t “pour gasoline on wet leaves and expect them to burn.” Your offering needs to resonate with your customers, solving their problems effectively.
2. Leverage Customer Feedback and Reviews
One of the simplest yet most impactful components of a flywheel is gathering customer reviews. Bryan highlights that encouraging even a fraction of your customers to leave reviews on platforms like Google or Yelp can significantly amplify your business’s visibility and credibility. Positive reviews act as a magnet, drawing in more customers and fueling growth.
3. Integrate Systems to Streamline Operations
GreenPal’s success is rooted in its use of technology to simplify processes. Bryan started by studying companies like Uber, Instacart, and Airbnb to learn how they automated customer interactions. You can adopt similar strategies using CRM tools, workflow automation, and efficient task management platforms like monday.com to centralize operations and reduce inefficiencies.
4. Create Shareable Content from Your Work
Bryan suggests documenting your processes through photos, videos, and other media to create shareable assets. For example, if you’re in home remodeling, you could record before-and-after shots of your projects. Post these across platforms like YouTube, Instagram, and TikTok to reach a broader audience. The result? Your work markets itself, bringing in more leads without additional effort.
5. Experiment and Adapt
“Action produces information,” Bryan says. Treat every initiative as an experiment. Whether you’re implementing new software, testing a social media strategy, or building a customer referral program, approach it with curiosity and a willingness to adapt based on the results.
Breaking Free from the Grind
Many entrepreneurs start their businesses with a passion for their craft but quickly find themselves bogged down by administrative tasks and operational chaos. Bryan’s advice is simple but powerful: dedicate time to work on your business, not just in it.
For example, set aside weekends or specific days to focus solely on building systems and processes. Start small—whether it’s creating a streamlined lead management system or automating customer follow-ups—and gradually scale up. Use tools like virtual assistants or automation software to handle repetitive tasks, freeing you to concentrate on growth.
The Role of Mindset in Scaling
Transitioning from being self-employed to running a scalable business requires a shift in mindset. Many business owners fall into the trap of thinking it’s easier to “just do it yourself.” However, investing time in building systems and delegating tasks will pay off exponentially in the long run.
Bryan points out that this process isn’t easy—it’s more challenging to document processes, train team members, and test new approaches than to simply keep working in the day-to-day grind. But the reward is worth it: a business that runs efficiently without relying on your constant input.
Why the Flywheel Matters
At its core, the flywheel strategy is about building momentum. Each component of your business—whether it’s customer satisfaction, streamlined operations, or effective marketing—feeds into the next, creating a cycle of growth. This approach not only scales your business but also gives you the freedom to step back and focus on strategic opportunities.
As Bryan puts it, “The goal is to leave for three months, come back, and find your business bigger than when you left.”
Start Your Flywheel Today
Whether you’re just starting out or looking to scale, the principles of a growth flywheel can transform your business. By focusing on delivering exceptional value, leveraging technology, and creating systems that sustain themselves, you can build a business that grows with minimal friction.
If you’re ready to take the next step, start small. Identify one area of your business that can be streamlined, document the process, and test a system to automate or delegate it. Over time, these small changes will compound, driving exponential growth and setting you apart in your industry.
By following these insights and strategies, you can take control of your business growth and set the stage for long-term success. It’s not just about working harder—it’s about working smarter and building a business that thrives on its own.
You may also listen to the podcast of below platforms:
Welcome to the Workergenix Mastermind Podcast. I’m your host, Harley Green. Today, we have an exceptional guest: Bryan Clayton. He’s not just a CEO—he’s a visionary who’s redefined the lawn care industry. As the mastermind behind GreenPal, often referred to as the “Uber for Lawn Care” by Entrepreneur Magazine, Bryan has built an innovative online marketplace connecting homeowners with local lawn care professionals. With over 300,000 active users and thousands of transactions processed daily, GreenPal is a testament to Bryan’s ability to understand and meet market needs.
Today, Bryan is here to share his journey and some invaluable insights on scaling a business. Bryan, welcome to the podcast!
Bryan Clayton:
Thanks for having me, Harley. It’s a pleasure to be here.
Harley Green:
Let’s start with your background. Can you share your entrepreneurial journey and how you got to where you are today?
Bryan Clayton:
Absolutely. I’m the CEO and co-founder of GreenPal, which is essentially the Uber for lawn mowing. With GreenPal, homeowners can connect with local lawn care providers through a simple app. You just input your address, and lawn care professionals compete for your job. Once you hire someone, they take care of your lawn, and if you’re satisfied, you can schedule recurring services with just a button press.
Today, GreenPal operates across the U.S. with over 300,000 active users. But it’s been a long journey—a 10-year overnight success story, as I like to say. My two co-founders and I have spent more than a decade building this platform.
My entrepreneurial journey started much earlier. In 1994, I mowed my neighbor’s lawn for $20. That first taste of entrepreneurship stuck with me. Over 15 years, I grew my small lawn-mowing business into a company with 150 employees and $10 million in annual revenue. Eventually, it was acquired by a national firm. Those 25 years in the lawn care and landscaping business laid the foundation for what GreenPal is today.
Harley Green:
That’s incredible. GreenPal leverages technology to solve common pain points, which is such a smart approach. I know finding reliable landscaping services can be challenging. Your platform fills a real gap.
You’ve talked about creating a growth flywheel for businesses of all sizes. Can you explain what that means and how it applies to entrepreneurs?
Bryan Clayton:
Sure. The concept of a growth flywheel clicked for me about five or six years into my first business. Initially, I thought I was just in the landscaping business, but as we grew, I realized I was in the sales business. Creating a reliable sales engine became the core of our operations, enabling us to land larger contracts with commercial properties like apartment complexes and office parks.
When I transitioned to GreenPal, I had to learn how to apply that flywheel concept to a tech company. A flywheel is essentially a self-reinforcing cycle that drives growth. For example, Uber has a flywheel where more drivers lead to shorter wait times, which attracts more riders, which in turn attracts more drivers. At GreenPal, our flywheel works similarly—more lawn care providers lower costs, which leads to happier customers, which attracts more users.
Harley Green:
That’s fascinating. It’s about creating a system where growth feeds itself. How can entrepreneurs in other industries apply this flywheel concept to their own businesses?
Bryan Clayton:
It starts with having a product or service that people love. You can’t build a flywheel if your foundation isn’t solid. Once you’ve got that, the goal is to create a process where one activity naturally generates the next.
Take a home remodeling business as an example. Let’s say you document every project with photos and videos. Those visuals can be repurposed for marketing—posted on social media, uploaded to YouTube, or shared in newsletters. This exposure attracts new clients, which funds better equipment or staff, which improves your service quality, and the cycle continues.
Start small. Maybe you focus on getting more reviews. Serve 10 customers and aim for three to leave reviews on platforms like Google or Yelp. As reviews accumulate, your visibility increases, attracting more customers. That’s a simple but effective flywheel.
Harley Green:
What about handling the influx of leads once that flywheel starts spinning?
Bryan Clayton:
That’s a great question. Many entrepreneurs stay stuck in self-employment mode because they’re trying to do it all themselves. The key is to step back and work on your business, not just in it.
When I started, I’d dedicate Monday through Friday to operations—handling customers, paying vendors, managing payroll. But weekends were for building systems. I’d focus on one part of the business, like lead management. At first, I handled everything myself to understand the process. Then, I’d document it—using tools like Loom to create training videos—and delegate it to a virtual assistant.
The key is to systematize each task so you’re not stuck doing it forever. It’s a slower process upfront, but over time, you free yourself to focus on growth.
Harley Green:
That’s great advice. It’s about making those small investments in systems to build a scalable business.
Before we wrap up, any final thoughts or tips for entrepreneurs looking to build their own flywheel?
Bryan Clayton:
Treat everything like an experiment. Start small and iterate. If you’re thinking about implementing new software or a new process, don’t overthink it—try it out. Action produces information. Even if it doesn’t work, you’ll learn something valuable.
And remember, a flywheel doesn’t happen overnight. It’s a slow build, but once it gains momentum, it becomes a powerful force for growth.
Harley Green:
Fantastic insights, Bryan. Thank you for sharing your journey and expertise with us. How can listeners connect with you?
Bryan Clayton:
Thanks for having me, Harley. Listeners can find me on LinkedIn by searching for Bryan Clayton or visit my website, GreenPal.com. If you’re in the lawn care business or need lawn care services, check us out!
Transform Your Business Operations with monday.com: Insights from an Industry Expert
In the fast-paced world of modern business, staying ahead requires innovation, efficiency, and tools that can adapt to your unique needs. This is where monday.com comes into play—a game-changing work operating system (OS) that has transformed how businesses manage their operations. In our recent podcast with Elena Korolkova, founder of Kick Consulting and a monday.com expert, we explored how this platform is revolutionizing businesses worldwide. Here’s what we learned.
Monday.com is more than a task manager or CRM—it’s a comprehensive business operating system. From task automation and project management to customer relationship management (CRM) and data visualization, monday.com brings all your processes under one roof.
Elena describes it as a foundation for your business: “It automates your tasks, streamlines your projects, and centralizes your customer journey—all while offering a clear, real-time view of your operations.”
The Challenges Businesses Face Without Streamlined Tools
Many businesses come to Elena with common pain points, including:
Manual processes: Tasks and projects managed on spreadsheets often lead to inefficiencies and errors.
Disjointed systems: Using multiple tools for time tracking, invoicing, and communication can result in siloed teams and poor visibility.
Overwhelmed leadership: Business owners are often bogged down by operational minutiae, unable to focus on strategy and growth.
monday.com solves these issues by integrating disparate systems, automating repetitive tasks, and creating a single source of truth for your business.
Three Levels of Optimization with monday.com
Elena outlined how monday.com supports businesses at various stages of maturity:
Entry-Level: Task Management and CRM For businesses relying on spreadsheets, monday.com provides an intuitive task management system and CRM. Teams gain transparency and independence, while managers can track progress without micromanaging.
Mid-Level: Integrated Systems and 360-Degree Client Views For businesses juggling multiple tools, monday.com integrates platforms like Xero, MYOB, and time-tracking systems. This integration creates a holistic, 360-degree view of the customer journey—from first contact to final feedback.
Advanced: Automation and Customization Larger businesses or those with unique needs can leverage monday.com’s advanced features, including custom workflows, developer tools, and automation for complex processes like manufacturing or logistics.
Standout Features of monday.com
Elena highlighted key features that make monday.com indispensable:
Emails and Activities: This feature connects emails and meetings to tasks, ensuring transparency across teams. If one team member is unavailable, others can pick up right where they left off.
Connected Boards: monday.com’s database-like capabilities allow businesses to link data across multiple boards. For example, you can track a client’s billing history, project updates, and communication—all in one place.
Dashboards: Visualizing data is crucial for insights. monday.com’s customizable dashboards consolidate data from various boards, providing a clear overview of performance and progress.
Real-World Success Stories
Elena shared a remarkable example of how monday.com transformed a small accounting firm. Previously, the team spent two weeks every month collating data manually. After implementing monday.com, they automated their processes, saving countless hours and allowing their staff to focus on billable tasks.
In another instance, a manufacturing business reduced a seven-hour returns process to just two minutes by automating workflows with monday.com.
Adopting monday.com: Overcoming Resistance
Resistance to new systems is common, especially from teams accustomed to existing workflows. Elena stressed the importance of change management:
Involve teams in the process to gain buy-in.
Show the tangible benefits, such as time savings and reduced stress.
Start with simple solutions before expanding to advanced features.
Beyond Business: Creative Uses of monday.com
monday.com isn’t just for work. Elena and Harley Green, the podcast host, shared how they use it for personal projects:
Planning travel with visualized maps.
Managing home renovations with detailed dashboards.
Even tracking life events, like a cross-country road trip during pregnancy.
Why Your Business Needs monday.com
The flexibility and scalability of monday.com make it a powerful tool for businesses of any size. Whether you’re managing five team members or 150, monday.com offers the clarity and efficiency needed to thrive in today’s competitive landscape.
Get Started with Kick Consulting
Elena’s team at Kick Consulting offers tailored solutions to help businesses unlock the full potential of monday.com. From initial discovery calls to in-depth scoping sessions, they ensure your implementation is customized to your needs—no cookie-cutter solutions here.
As Elena puts it, “We’re not yes-men. If you’re asking for a Titanic to cross a lake, we’ll guide you toward the right-sized solution.”
Final Thoughts
In a world where efficiency and adaptability define success, tools like monday.com are indispensable. By centralizing your operations, automating tasks, and providing real-time visibility, monday.com empowers businesses to focus on what matters most—growth and innovation.
Ready to take your business to the next level? Watch the full podcast episode and explore how monday.com can transform your operations.
Harley Green Hello, everyone! Welcome to the workergenix Mastermind Podcast. Today, we’re diving into a tool that has been transformational in multiple businesses I’ve been part of: monday.com. Joining us is a true expert, Elena Korolkova from Kick Consulting. Elena is a seasoned project manager and technology enthusiast with over 15 years of experience, and she’s passionate about helping businesses optimize their operations. Elena, welcome to the podcast! How are you doing?
Elena Korolkova Thank you for having me, Harley. I’m doing great—excited to be here!
Harley Green It’s fantastic to have you. Most of our guests are North America-based, but you’re joining us from a different corner of the world. Can you tell us where you’re located?
Elena Korolkova Of course! I’m based in Australia, or as Bill Bryson would say, the “sunburned country.” Originally, I’m from Russia, but I’ve lived here for over 20 years. I suppose I’m more Australian now than Russian! And no, we don’t have kangaroos hopping down the streets—unless you live really far out. I live in a beautiful little holiday town called Boomerang Beach, which has some of the most stunning beaches in the world.
Harley Green That sounds incredible! I’ve been to Australia a few times, but mostly to remote areas like Alice Springs. I’d love to explore more of the coastal parts on my next trip.
Elena Korolkova Alice Springs is definitely off the beaten track—red soil, intense heat, the works. Boomerang Beach is quite the opposite. White sand, turquoise water, dolphins, whales—it’s breathtaking. I feel so lucky to wake up here every day.
Harley Green That sounds like a dream! Let’s dive into your professional journey. What led you to start Kick Consulting, and how did monday.com become central to your work?
Elena Korolkova I started my career in finance. It wasn’t my passion, but my parents encouraged me to pursue it, believing it was a stable choice. I spent nearly 10 years in financial planning, managing businesses and navigating strict regulations. Through that, I developed a strong sense of doing things in the client’s best interest.
At the same time, I always loved technology. As a kid, I’d take apart TVs and computers just to see how they worked. So, while managing financial planning businesses, I found myself naturally drawn to solving problems with tech. When my contracts ended, my husband suggested I turn my tech skills into a business. Initially, I was skeptical—why would anyone pay me to teach them tech? But I gave it a shot, and that’s how Kick Consulting was born.
monday.com became our platform of choice because of its versatility and user-friendly interface. Little did I know it would grow into the powerhouse it is today, offering everything from task management to CRM solutions. Over time, our team became experts in the platform, and it transformed our operations. In fact, we’ve doubled our capacity while reducing our team size by 50%, thanks to monday.com.
Harley Green That’s an amazing journey! What are some of the common challenges businesses face when they come to you, and how does monday.com address them?
Elena Korolkova The challenges vary, but some common ones include:
Disorganized Operations: Many businesses still rely on spreadsheets or manual processes. This creates inefficiency and leaves business owners overwhelmed because everything depends on them.
Disconnected Systems: Businesses often use multiple tools—one for invoicing, another for time tracking, and yet another for client communication. monday.com integrates these systems into a single platform, creating a seamless 360-degree view of clients and operations.
Inefficient Processes: A lot of time is wasted on repetitive tasks. For instance, one of our clients, an accounting firm, used to spend two weeks every month compiling reports. We automated that process on monday.com, cutting the time down to minutes.
Harley Green For those unfamiliar, how would you describe monday.com? What makes it so special?
Elena Korolkova monday.com is a work operating system that serves as the foundation for your business. It helps automate tasks, manage projects, and centralize operations. Essentially, it streamlines your business so you can focus on growth.
Harley Green I like to call it a business operating system. We use monday.com for everything at workergenix, from CRM and payroll to managing podcast production and client projects. It’s a game-changer.
Elena Korolkova Absolutely. It’s versatile and easy to customize, which is why businesses of all sizes can benefit from it.
Harley Green What are some of your favorite features of monday.com?
Elena Korolkova Two features stand out for me:
Emails and Activities: This connects team emails to monday.com, so everyone has full visibility into client communications. If someone’s out of office, others can easily pick up where they left off.
Connected Boards: These allow different parts of your system to work together. For example, you can link a client’s billing history, appointments, and tasks, creating a comprehensive, 360-degree view.
Harley Green I also love the dashboards. They provide visual insights into data, making it easier to make informed decisions. Plus, the ability to share dashboards with clients adds a professional touch.
Harley Green Some business owners are hesitant to adopt a new system. How do you help them overcome that resistance?
Elena Korolkova We involve their teams in the process. When employees see how much easier their work will become, they’re more open to change. It’s also about showing the ROI—how much time and effort they’ll save in the long run. And if a business isn’t ready for a big transition, we start small and build from there.
Harley Green It’s fascinating how versatile monday.com is. Personally, my family uses it to track our world travels. What about you?
Elena Korolkova I’ve used it to plan vacations, manage household tasks, and even track Eurocup soccer results! It’s so intuitive and adaptable that it becomes a go-to tool for both work and personal life.
Harley Green For listeners ready to get started with monday.com, what’s the next step?
Elena Korolkova The best way is to book a discovery call with us. We’ll discuss your needs and create a tailored solution. From there, our team will guide you through implementation, ensuring everything is set up for success. You’ll find all the links in the description.
Harley Green Thank you, Elena, for sharing your insights. I encourage everyone to explore monday.com and reach out to Kick Consulting to get started. It’s a game-changer for any business.
Are You Failing Your Team? How to Recognize and Address Leadership Challenges
As a business leader, the success of your team is directly tied to your ability to lead effectively. But what happens when deadlines are missed, tasks pile up, and your team struggles to deliver results? While it’s easy to blame external factors or even the team itself, the root cause might be closer than you think—it could be you.
In this post, we’ll explore actionable insights shared by leadership expert Jennifer Conaway on the Workergenix Mastermind Podcast. Jennifer delves into the signs that indicate leadership issues, common mistakes business owners make, and practical steps to build a stronger, more effective team.
Recognizing the Signs of Leadership Challenges
Jennifer identifies three red flags that indicate leadership may be the issue:
Recurring Hiring Issues – If you consistently find yourself saying, “This person doesn’t understand my voice,” or “They’re not delivering what I expected,” the problem might not be the hire—it could be the hiring process or your communication. Leaders must examine their expectations, hiring practices, and onboarding strategies to ensure clarity and alignment.
Becoming a One-Person Bottleneck – Are tasks consistently delayed because they’re waiting on you? A leader who can’t delegate or prioritize effectively creates unnecessary chaos. This doesn’t just hinder progress but also demoralizes the team.
Blaming the Team for Mistakes – If every misstep is framed as a failure on the team’s part, it’s time for a reality check. Leaders who fail to take responsibility erode trust and undermine morale, leading to disengagement and even turnover.
Actionable Strategies to Improve Leadership
Once you’ve identified the challenges, it’s time to take action. Jennifer outlines these steps to help business owners turn things around:
Evaluate and Delegate Tasks
Not every task on your to-do list needs to be done by you. Assess your responsibilities and determine what can be delegated to capable team members. Trusting your team fosters collaboration and frees you to focus on high-value leadership activities.
Streamline Your Workload
Many leaders face overwhelm from a bloated task list. Jennifer recommends revisiting your list and asking:
Is this task still relevant?
Can it be eliminated or delegated?
Reducing unnecessary tasks clears mental space and allows you to prioritize effectively.
Establish Boundaries to Enhance Focus
Distractions are inevitable, especially when working remotely or managing multiple responsibilities. Jennifer suggests:
Turning off notifications and placing your phone in another room.
Setting clear expectations with your team for uninterrupted work periods.
Using physical or virtual “Do Not Disturb” signs to signal focused work time.
Improve Communication and Set Clear Expectations
Effective communication is the cornerstone of strong leadership. Jennifer recommends using the “Five W’s” for every task:
What: What needs to be done?
When: When is it due?
Why: Why is this task important?
Where: Where will this task or its output be used?
How: How should it be completed?
Including the “why” gives your team context, empowering them to innovate and troubleshoot without constant oversight.
Rebuilding Trust and Accountability
Accountability starts with the leader. Jennifer emphasizes the importance of:
Owning Mistakes: When something goes wrong, instead of pointing fingers, ask, “How can I make my expectations clearer?” This shift fosters trust and a collaborative problem-solving culture.
Encouraging Feedback: Create a safe environment where team members feel comfortable providing honest feedback. Junior employees, in particular, may hesitate to share their thoughts unless explicitly invited to do so.
Preventing Leadership Burnout
Being a leader doesn’t mean doing it all. To prevent burnout, Jennifer highlights the importance of:
Allocating Time for Grounding and Reflection: Take time to prepare mentally before tackling big tasks.
Using Tools to Delegate Effectively: Software like project management platforms can help you track progress without micromanaging.
Leveraging Support: Partner with consultants or coaches to enhance your leadership skills and provide an external perspective.
The Cost of Poor Leadership
Unchecked leadership issues can lead to talented team members leaving. Jennifer warns that high-performing employees will often look for opportunities elsewhere if they feel undervalued or unsupported. Retaining top talent requires creating an environment where team members can thrive and feel respected.
Resources to Become a Better Leader
To help leaders improve, Jennifer offers a free resource called the “Be a Better Boss Starter Pack.” This toolkit includes:
The 10 Commandments for Better Leadership: Daily reminders to guide your leadership approach.
Curated Books and Podcasts: Learn from experts who have successfully navigated similar challenges.
Practical Tips: Actionable advice to implement immediately for long-term impact.
Conclusion
Improving leadership is not just about addressing the struggles of your team; it’s about evolving as a business owner. By recognizing your shortcomings, taking accountability, and implementing Jennifer’s practical strategies, you can transform not only your team’s performance but also your business’s trajectory.
If you’re ready to step into your role as an exceptional leader, start by downloading Jennifer’s Be a Better Boss Starter Pack and begin creating the trust, collaboration, and efficiency your team needs to succeed.
Listen to the full episode of the Workergenix Mastermind Podcast for more actionable insights from Joel Oliver on how to leverage podcasting for business growth
Harley Green Welcome to the Workergenix Mastermind Podcast! Today, we’re joined by Jennifer Conaway from Conscious Business Answers. Jennifer specializes in helping business owners uncover whether their leadership style might be holding their team back. If your projects are constantly delayed or your team seems stuck in chaos, it might not be them—it might be you. Jennifer, thank you for joining us. How are you doing today?
Jennifer Conaway Thank you, Harley. I’m doing great and appreciate the opportunity to be here. How are you?
Harley Green I’m doing well, thank you. Let’s start by diving into your background. What led you to create Conscious Business Answers and focus on helping business leaders improve their team dynamics?
Jennifer Conaway My journey started in a Fortune 100 company where I always felt like a square peg being forced into a round hole. While I struggled to fit into the traditional corporate mold, I was often given out-of-the-box projects. That’s where I discovered the transformative power of data—how presenting it in the right way could shift an entire organization. For someone who initially struggled with math, that was a game-changer.
Eventually, I transitioned into coaching and gained a wealth of experience in online business. I worked with one of the biggest personal development marketers in the country, running her internal mastermind. That role taught me a lot—it was essentially like running a business within a business. However, I noticed a critical gap. While the “business-in-a-box” model worked for many, it didn’t fit everyone, especially heart-led, purpose-driven entrepreneurs with unique needs. I felt the need to step out and create something tailored to those individuals, and that’s how Conscious Business Answers was born.
Harley Green It sounds like you identified a very specific gap and created a solution to address it. So how did you come up with today’s topic—how business owners might unknowingly be failing their teams?
Jennifer Conaway It’s a combination of observations from my previous coaching role and experiences with my current clients. Many business leaders have brilliant ideas and incredible visions, but they’re not taught essential management skills—like conflict resolution, human resources, or even general leadership. Whether it’s managing a single VA or a team of 15 in a multi-six-figure business, the challenges are often the same. I’ve been on both sides of this coin: as part of teams where leadership was lacking and as a leader who had to confront my own shortcomings.
Harley Green That’s so relatable. What are some key red flags or early indicators that a leader might need to reevaluate their approach?
Jennifer Conaway Absolutely. Here are three common signs:
Recurring Hiring Issues: If you find yourself repeatedly hiring people who “don’t get it,” can’t deliver, or don’t align with your expectations, the common denominator might be you. This often stems from unclear communication or hiring processes.
Becoming a Bottleneck: If your team constantly reminds you about unfinished tasks or projects stall because you haven’t completed your part, you’re likely the one holding things up. This isn’t micromanaging—it’s simply not getting your own work done.
Blaming the Team: If your default reaction to problems is to point fingers—“They didn’t meet expectations” or “They didn’t do it the way I wanted”—that’s a major red flag. As leaders, we hold ultimate responsibility for our teams. Blame undermines trust and morale.
Harley Green Those are hard truths but incredibly valuable insights. So, for a business owner who identifies with these challenges, what steps can they take to start turning things around?
Jennifer Conaway Here are a few actionable tips:
Delegate Strategically: Evaluate your task list and decide what you can hand off to your team. Trusting your team not only clears your plate but also empowers them to excel.
Purge Your Task List: Reassess lingering tasks. Are they still relevant or valuable? If not, remove them to reduce overwhelm.
Protect Your Focus Time: Set aside dedicated work hours. Communicate with your team that you’re unavailable unless it’s an emergency. Turn off distractions, like your phone or chat notifications, to stay productive.
Improve Communication: Use the “Five W’s” framework when delegating: What, When, Why, Where, and How. Clearly outlining expectations minimizes confusion and gives your team room to innovate.
Harley Green I love the focus on the “why.” When your team understands the purpose behind their tasks, they’re better equipped to deliver results and even improve processes. What tools or frameworks do you recommend for fostering clearer communication and better team dynamics?
Jennifer Conaway The “Five W’s” is a great start. Additionally, encourage open dialogue within your team. Create a culture where feedback is welcome and solutions are a collaborative effort. Trust is key—your team members need to feel safe enough to share their perspectives without fear of judgment.
Harley Green That trust is essential for any team to thrive. Before we wrap up, could you share a little about your “Be a Better Boss Starter Pack” and how it can help leaders?
Jennifer Conaway Of course! The “Be a Better Boss Starter Pack” is a collection of tools and resources designed to help leaders grow. It includes the “10 Commandments for Being a Better Boss,” a curated list of books and podcasts, and actionable tips to strengthen team relationships. The goal is to provide leaders with practical, personalized strategies that create lasting change.
Harley Green Thank you, Jennifer, for sharing these invaluable insights and actionable strategies. I encourage everyone to check out the “Be a Better Boss Starter Pack”—we’ll include the link in the show notes. Jennifer, it’s been a pleasure having you on the podcast.
Jennifer Conaway Thank you, Harley. It’s been a joy to be here.
