The TriMetric Roadmap Podcast With Scott Landis

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Welcome to The TriMetric Roadmap—the podcast for business owners who want more than just survival. Hosted by Scott Landis, creator of the TriMetric Tracking System™ and author of Balancing Act, this show explores how to scale a business without sacrificing your health, your marriage, or your sanity.Each episode dives into the 21 Critical Factors that drive Business Health, Executive Performance, and Life Quality—through the lens of the TriMetric system and the Four Pillars of Fulfillment™ (Vitality, Relationships, Freedom, and Impact). Whether you're navigating burnout, bottlenecks, or big decisions, you'll find the mindset, strategy, and tools to help you build a business that fuels your life—not one that consumes it. This podcast was formerly known as The Awakened Life and Husband On Fire.

  1. FEB 27

    From Vision to Execution: Red Flags & Self-Assessment (Part 2)

    Episode Summary: From Vision to Execution – Red Flags & Self-Assessment (Part 2)Hosts: Scott Landis & Jeff JacobSponsored by: Business Freedom Advisors In Part 2 of our Vision and Strategic Thinking series, Scott and Jeff move from philosophy to practice. If Mission is your why, Vision is your preferred future, and Strategy is the bridge that gets you there — how do you know if they’re actually working? In this episode, we unpack the red flags that signal unclear or unhealthy vision, including: When your team can’t clearly articulate where the company is headed When every quarter feels like a reset instead of a continuation When big long-term dreams aren’t translated into focused 90-day action When your calendar is packed with operations but leaves no room for strategic thinking Scott and Jeff explore how founders drift into operational overload, why your calendar reveals your real priorities, and how clarity creates powerful decision filters. They also walk you through a simple 1–10 Executive Performance self-assessment covering: Future picture clarity (90 days, 1 year, 3 years) Protected strategic thinking time Decision alignment with mission and long-term direction If you score low in any area, that’s not failure — it’s a scaling constraint waiting to be strengthened. Inside the TriMetric framework, Vision and Strategic Thinking sit at the foundation of Executive Performance. When clarity is weak, the organization feels it long before the numbers reflect it. The founder’s first job isn’t activity. It’s clarity. To take the full TriMetric Executive Performance Assessment, visit:www.TriMetricQuiz.com

    28 min

  2. FEB 26

    Vision & Strategic Thinking: The Founder’s First Job

    In this episode, Scott and Jeff kick off a deep dive into Vision & Strategic Thinking, the first and most foundational domain of Executive Performance inside the TriMetric framework. They explore: What vision actually is (and what it’s not) How vision and mission relate—and why people constantly confuse them Why founders get stuck when these aren’t aligned How strategic planning works in families, marriages, nonprofits, and businesses alike This is a conceptual and philosophical episode—setting the foundation before moving into red flags and practical assessments in Part 2. 🧠 Key Themes & Insights 1. Vision vs. Mission (They’re Close—but Not the Same) Mission is the enduring driving force—the “why” that rarely (if ever) changes. Vision is a preferred future—where you are intentionally leading people next. Different frameworks define these differently, and that’s okay. What matters most: both must exist and be clearly articulated. “They’re almost inseparable—like yin and yang. You can’t really decouple mission and vision if you’re doing it right.” 2. Vision Is a Preferred Future, Not a Vague Idea Jeff describes vision as: Standing on a hillside Seeing a glowing destination in the distance Knowing there’s a difficult path in between Then planning the tools, people, and strategy needed to get there Vision gives: Meaning to the work Energy beyond a paycheck A reason for people to commit, not just comply 3. Strategic Planning Is the Bridge Vision alone isn’t enough. Strategic thinking includes: Anticipating obstacles Identifying required capabilities Choosing the right people for the journey Sequencing the path forward This is where vision becomes executable, not just inspirational. 4. Families, Businesses, and Organizations All Work the Same Scott and Jeff reflect on a shared realization: Strategic planning principles apply equally to: Marriages Families Nonprofits Businesses Leadership dynamics repeat everywhere because people are people. “Dealing with employees can feel a lot like dealing with kids—same need to be seen, validated, and led well.” 5. A Real Example: Business Freedom Advisors Using BFA as a case study: Mission: Helping founders experience freedom—in business, leadership, and life Vision (early): Serve enough clients to sustain full-time focus Vision (later): Create jobs, remove more burden from founders, and expand impact Vision evolves. Mission anchors. 🚩 What’s Coming Next (Part 2) In the next episode, Scott and Jeff will cover: Common red flags that signal broken vision or weak strategic thinking Founder behaviors that quietly derail teams Simple self-assessment questions to diagnose misalignment How to level-up vision from “good ideas” to real traction 🎧 Final Thought Labels matter less than alignment. If your mission and vision: Aren’t clear Aren’t connected Or aren’t lived out through strategy Your organization will feel it—long before the numbers show it.

    26 min

  3. FEB 13

    The 7 Traits of a Scalable Founder

    In this kickoff episode of a new multi-part series, Scott Landis and Jeff Jacob shift focus from Business Health to Executive Performance—the often-ignored constraint that keeps founders stuck at revenue and leadership ceilings. This conversation sets the foundation for understanding why the skills that got you to $1–$10M often won’t get you beyond it, and why scaling requires a different way of thinking, leading, and executing through others. The episode introduces the Seven Traits of a Scalable Founder, which will each be explored in depth in future episodes. 🔍 Key Themes & Takeaways 1. Why Founders Get Stuck Most founders hit a ceiling not because of effort—but because of outgrown leadership patterns The transition from entrepreneur to executive is unavoidable for scale Leadership, not opportunity, is usually the limiting factor 2. The Adolescent Business Analogy Businesses grow like people: baby → toddler → adolescent → adult Many $1–$10M businesses have “adult potential” but still think and act like kids Scaling requires developmental change, not just more tactics 3. Executive Performance as a System Executive performance cannot be improved in isolation Vision, leadership, communication, execution, and technology must work together Pulling the wrong lever at the wrong time creates more friction, not growth 4. Leadership Is Lonely—By Design Founders often drown in areas they are not gifted in Even strong teams don’t remove the weight of ultimate responsibility True leverage comes from partnership, not isolation 🧠 The Seven Traits of a Scalable Founder Introduced in this episode (with deep dives coming next): Vision & Strategic Thinking Leadership Presence & Emotional Maturity Communication & Alignment Team Engagement & Culture Building Execution Through Others Customer & Stakeholder Stewardship Technology, Tools & Intelligence Systems These are the muscles founders must train to move from hustle to freedom. 🧪 Tools Mentioned TriMetric Quiz (V2) – Measures: Business Health Executive Performance Life Quality ➡️ Take the assessment at TrimetricQuiz.com 🎯 Who This Episode Is For Founders stuck between success and scalability Business owners feeling the weight of leadership Leaders who know something has to change—but aren’t sure what $1–$10M companies trying to break through the next ceiling 🔜 What’s Next in the Series Each upcoming episode will focus on one of the seven executive performance traits, with practical insight, real-world examples, and clear indicators of what “good” actually looks like at the executive level.

    27 min

  4. 12/16/2025

    The Four Pillars of Fulfillment: Guardrails for a Life and Business That Truly Works

    Episode Summary: In this conversation, Scott and Jeff dive into the Four Pillars of Fulfillment™—the foundational framework behind the Alignment Operating System™ and the TriMetric model. This episode explores how high-performing founders can succeed without sacrificing their health, relationships, or purpose. Scott shares the origin story of the Four Pillars, including how early career success, the real estate crash, and Tony Robbins’ insights led to a major shift in how he defines “winning.” Jeff asks the questions most founders wrestle with: How can success still feel empty? Why do we fall out of alignment? And how do we get back on track? Packed with personal stories, simple language, and practical insight, it’s a grounded and relatable episode for any entrepreneur who wants to improve their business and their life at the same time. Key Topics Covered: 1. Why Success Isn’t Enough • The gap between achievement and fulfillment • “Success without fulfillment is the ultimate failure” • How Scott’s bankruptcy reshaped his definition of success 2. Pillar One: Vitality • Vitality as real energy—not stimulants or quick fixes • Physical, mental, and emotional health as leadership fuel • Why vitality is the foundation for family, leadership, and impact 3. Pillar Two: Relationships • Who do you want your life to work for? • Managing “relationship dials” that shape your future • Marriage, parenting, and avoiding founder isolation • Guardrails that prevent achievement-at-all-costs living 4. Pillar Three: Freedom • Freedom as capacity, not escape • Internal freedom: breaking triggers, patterns, and insecurity • External freedom: time, location, and business structure • Removing constraints so purpose can flourish 5. Pillar Four: Impact • Contribution as the highest human need • Discovering work you’d do even without pay • Identifying the problem you’re uniquely designed to solve • Connecting purpose to faith, wiring, and calling 6. The Art vs. Science of a Fulfilled Life • Why success follows formulas but fulfillment doesn’t • Why “winning big” can still feel empty • How the Four Pillars prevent self-inflicted collapse 7. What’s Next: The Alignment Operating System™ • Why founders drift out of alignment • How 13-week cycles protect focus and priorities • Keeping life and business aligned long-term ---- Resources Mentioned: Balancing Act by Scott & Tawnya Landis Tony Robbins – Date With Destiny Andy Stanley – Guardrails series TriMetric Roadmap™ & the Business Health Diagnostic Four Pillars of Fulfillment™ framework Alignment Operating System™

    25 min

  5. 12/11/2025

    Mahesh Thakur - From AI to ROI – Turning Artificial Intelligence into Real Business Growth

    In this episode of the TriMetric Roadmap Podcast, Scott and Jeff sit down with Mahesh M. Thakur, CEO of Decisive AI, to discuss how business owners can move from AI hype to AI results. Mahesh—one of the world’s few Master Certified Stakeholder-Centered Coaches (MCC) and a former executive at Microsoft, Amazon, Intuit, and GoDaddy—shares how leaders can align their teams on a “True North,” integrate AI intelligently, and transform culture, execution, and bottom-line growth. You’ll hear how 92% of AI investments currently fail, what separates the 8% that succeed, and how smaller companies can use AI to level the playing field with billion-dollar enterprises. ---- About Mahesh M. Thakur Mahesh M. Thakur is the Founder and CEO of Decisive AI, where he helps CEOs and leadership teams align on their True North and turn AI into ROI™. A former executive at Microsoft, Amazon, Intuit, and GoDaddy, Mahesh is among the world’s top 0.1% of Master Certified Stakeholder-Centered Coaches (MCC). He’s advised leaders at JPMorgan Chase, Meta, Google, Walmart, PayPal, and John Deere, helping them achieve measurable transformations—from doubling growth rates to cutting decision cycles by 40%. Connect: LinkedIn | Instagram | X (Twitter) ---- 1. What does “AI to ROI” mean? AI to ROI™ is Mahesh’s framework for turning artificial intelligence investments into tangible business outcomes—revenue growth, cost savings, and cultural transformation. It blends technology strategy with human alignment. 2. Why do 90% of AI projects fail? Most fail because they lack a clear framework, leadership alignment, or measurable objectives. Companies often jump in due to FOMO, invest heavily, and never achieve integration or adoption that creates ROI. 3. Who should be investing in AI? Every business—from tech firms to law practices to construction companies—can benefit from AI. It’s no longer limited to Big Tech; mid-market companies ($10M–$100M) can now compete on equal footing using accessible tools. 4. What is a “Test + Learn™” culture? It’s a structured approach that allows organizations to experiment rapidly, measure outcomes, and scale only what works—turning innovation into a repeatable discipline. 5. How can small and mid-sized companies use AI effectively? Start by identifying one or two workflows where automation saves time or improves customer outcomes. Build simple pilots, collect data, and align leadership around shared metrics before scaling. 6. What is the “True North” concept in leadership? True North represents the organization’s unifying direction—its mission, values, and goals. Mahesh helps CEOs and teams align on this so that AI and strategy serve the same purpose. 7. How does AI connect to leadership and faith? Mahesh believes great leaders must balance faith and data. Without alignment, AI becomes fear-driven. True mastery integrates wisdom, courage, and belief that technology should serve humanity, not replace it. 8. What’s next for Decisive AI and Business Freedom Advisors? Scott and Mahesh announced upcoming collaborations to help business owners design both a Business Roadmap and an AI Roadmap for 2026. Follow BusinessFreedomAdvisors.com for updates. ----- Links & Resources Watch Full Episode on Fathom Connect with Mahesh on LinkedIn Learn More About Business Freedom Advisors Follow Scott Landis on LinkedIn Subscribe to the TriMetric Roadmap Podcast

    26 min

  6. 12/01/2025

    Jeff Jacob - Leadership & Legacy in Transition

    Episode Summary: In this episode of the TriMetric Roadmap Podcast, Scott Landis and Jeff Jacob unpack a real-world case study from Business Freedom Advisors’ client portfolio — a multi-generational church navigating leadership succession, cultural transition, and a high-stakes financial turnaround. Through this story, they reveal universal lessons for founders and CEOs of closely held, mission-driven businesses facing generational handoffs and cash flow crises — showing how strong leadership, cultural awareness, and precise financial intelligence can save and strengthen organizations in transition. Key Themes Leadership & Legacy: How to honor the past while empowering new leadership to carry the mission forward. Succession Readiness: The mindset shift founders must make to release control and equip “worthy enough” successors. Culture & Purpose: Why purpose-driven motivation outperforms paycheck-driven performance — especially with younger generations. Financial Intelligence: Jeff shares how detailed financial modeling and valuation work helped the client resolve a multi-million-dollar balloon loan crisis. Strategic Transition: How selling a property for $8M repositioned the organization from survival mode to a sustainable, debt-free future. Case Study Spotlight: The Southlake Story A long-established, multigenerational church faced mounting financial pressure, an aging senior leader, and the challenge of preparing for the next generation. The turning point: A pending $3.5M balloon loan threatened closure. Through advisory and valuation work, the team facilitated a full property sale for $8M, leaving $4.5M to reinvest in a new chapter of ministry and mission. Business Lesson: What looks like crisis can become a launchpad when leaders stay mission-focused, humble, and future-minded. Resources Mentioned BusinessFreedomAdvisors.com/case-studies — Explore the Southlake case and others TriMetric Roadmap™ — Framework for measuring Business Health, Executive Performance & Life Quality Business Freedom Diagnostic™ — Identify leverage points for growth, valuation, and founder freedom

    26 min

  7. 11/18/2025

    Jeff Jacob - What Is Recasting EBITDA—and Why It Can Triple Your Business Value

    Episode Overview In this episode, Scott Landis and Jeff Jacob dive deep into a powerful yet often misunderstood concept in business valuation—recasting EBITDA. Using a live client example, Jeff explains how a company’s valuation jumped from under $1M to over $3M simply by cleaning up the books, recasting discretionary expenses, and improving operational efficiency. The conversation blends humor, practical insight, and step-by-step financial strategy that any founder can follow to increase the market value of their company—without working more hours.  Key Takeaways Recasting EBITDA can dramatically change how your business is valued. Many business owners understate profitability on taxes, which hurts their valuation. Cleaning up your books and removing “owner perks” (cars, travel, etc.) paints a truer—and higher—financial picture. Each industry has its own valuation multiplier based on demand, operations, and risk. The Business Health Diagnostic (BHD) helps founders uncover value leaks and position for scalable, sellable growth. Resources Mentioned TriMetric Quiz: trimetricquiz.com BHD Lite Inquiry: Send your latest P&L and balance sheet to the BFA team. FAQ: Q: What does “EBITDA” stand for? Earnings Before Interest, Taxes, Depreciation, and Amortization—a key measure of a company’s operational profit. Q: What is “recasting EBITDA”? It’s the process of adjusting your financials to remove personal or non-recurring expenses, showing a truer picture of the company’s profitability for potential buyers. Q: Why does recasting matter? Because it can triple your business’s value by revealing the profit a new owner would actually experience. Q: How can I get a Business Health Diagnostic (BHD)? Start by taking the TriMetric Quiz. From there, Jeff and the BFA team can provide a BHD Lite or full Business Health Diagnostic. Q: What documents do I need for a BHD Lite? Just last year’s Profit & Loss Statement and Balance Sheet.

    26 min

  8. 11/14/2025

    Mario Tovar - Forecasting the Future: How Prometheus Uses AI to See Risk Before It Happens

    Episode Overview In this episode, Scott and Jeff sit down with Mario Tovar, founder of CCMC Advanced Technologies and creator of Prometheus, a patent-pending AI forecasting platform designed to help businesses and governments see risk before it happens. Mario shares how advanced machine learning can turn complex data into actionable foresight—bridging the gap between predictive analytics and real-world decision-making. The conversation dives deep into economics, business forecasting, and founder mindset, while connecting to the TriMetric focus on Leadership, Business Health, and Life Quality. -- Connect & Learn More Take the free Business Health Quiz: TriMetricQuiz.com Learn more about Mario & Prometheus: CCMC.global Connect with the hosts: Scott Landis – Founder, Landis360 / Business Freedom Advisors Jeff Jacob – Business Freedom Advisors

    37 min
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Ratings & Reviews

4.9
out of 5
9 Ratings

About

Welcome to The TriMetric Roadmap—the podcast for business owners who want more than just survival. Hosted by Scott Landis, creator of the TriMetric Tracking System™ and author of Balancing Act, this show explores how to scale a business without sacrificing your health, your marriage, or your sanity.Each episode dives into the 21 Critical Factors that drive Business Health, Executive Performance, and Life Quality—through the lens of the TriMetric system and the Four Pillars of Fulfillment™ (Vitality, Relationships, Freedom, and Impact). Whether you're navigating burnout, bottlenecks, or big decisions, you'll find the mindset, strategy, and tools to help you build a business that fuels your life—not one that consumes it. This podcast was formerly known as The Awakened Life and Husband On Fire.

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