The CEO's Heart for Service | Scaling Business Without Compromise

Matt Wolfe
  • 5.0 (2)
  • Entrepreneurship

There's a tension every B2B service leader navigates: How do you scale without compromising your client experience and the core values behind it? When your clients depend on you for high-stakes services like finance, technology, or strategy, that question carries real weight. The CEO's Heart for Service is where accomplished B2B CEOs and consultants share hard-won insights on walking that tightrope. Join hosts from Brand3 B2B Growth Marketing for conversations that deliver peer insights, field-tested strategies, and a holistic view of scaling premium services with integrity.

  1. 4d ago

    Unlocking Ambitious Goals with Cassandra Shea

    What if the biggest bottleneck in your business isn't your strategy, your team, or your market — it's the story you tell yourself about who you are? Cassandra Shea, founder and CEO of Gold Standard Consulting Group, joins the show to unpack the powerful intersection of identity and capacity. She's developed a capacity calculator that puts hard numbers on what is often dismissed as "squishy" coaching work — in one case, identifying $464,000 in misallocated labor across just three leaders. But the real unlock goes deeper: before you can scale, you may need to grieve who you've been. Cassandra walks through her four-phase framework (Desire, Deserving, Decisions, Delegation), explains why she starts every engagement by asking clients to deploy a billion dollars, and shares the concept that's transformed her own business — rehiring your past selves to solve your current problems. We also explore why so many service professionals give clients solutions they never use on themselves, what it means to separate your worth from your P&L, and how redefining balance (rather than abandoning it) might be the key to sustainable growth. HIGHLIGHTS Cassandra's capacity calculator revealed a VP operating at just 10% utilization — costing the company $164,000/year in misallocated labor, with $464,000 total across three leadersThe Venn diagram of identity and capacity: where the two intersect is where real change happensGrief as the uncomfortable first step of identity change — "who you are can't get you where you're going next"The four-phase framework: Desire, Deserving, Decisions, Delegation — and why 90% of clients get stuck on "deserving"The "money thermostat" exercise: deploying a billion dollars to discover what you actually want (and learning you need less than you think)Unconditional confidence: separating your personal worth from whether your business rises or fallsWhy Cassandra doubled down on the word "balance" when everyone else abandoned it — and what her background as a trained dancer taught her about core strength in businessThe law of increase: growing yourself is an act of service to the worldUsing your own coaching methods on yourself — the single biggest revenue and clarity accelerator in Cassandra's business"Rehire your past identities": how Cassandra rediscovered her MBA skill set to quantify identity coaching and jump from $4K–$8K monthly retainers to $30K–$50K engagementsWhy every client Cassandra has ever worked with has something they're not doing for themselves that they do brilliantly for othersEmpathy-first marketing: meeting people where they are in their awareness, not where you want to prescribe solutions CHAPTERS 0:00 Meet Cassandra Shea 4:08 Childhood Dreams 6:43 Sacred Work of Consulting 8:38 Identity Meets Capacity 11:01 Capacity Calculator ROI 13:28 Operationalizing Scale 14:58 Grief Before Growth 18:36 Desire Deserving Decisions 28:07 Unconditional Confidence 31:12 Defining Great Service 35:49 Redefining Balance 38:43 Service Through Self Expansion 41:38 Using Your Own Method 45:23 Messaging Needs Outside Eyes 46:52 Rehire Past Identities 51:31 Empathy First Marketing 55:41 Behind the Brand Quiz 1:02:41 Connect and Next Steps Resources Mentioned Gold Standard Consulting Group (GSCG) — Email: hello@gscg.ai10X Is Easier Than 2X by Dr. Ben HardyThe Science of Scaling by Dr. Ben HardyWorking GeniusScale Beyond Referrals The CEO’s Heart for Service is a production of Brand3. If you’re a B2B service provider who delivers exceptional service but struggles to get your marketing to connect with the right people, find us at brand3.net. And sign up for our Brand3 Newsletter that only sends marketing insights worthy of your inbox - genuinely helpful stuff for the road ahead.  The CEO’s Heart for Service is also supported by Forge Podcast Company, a turnkey production solution for using podcasts to reach a wider audience, win new clients, and grow. Find them at forgepodcast.co

  2. Aug 10

    Scaling Trust Through Referrals with Mike Garrison

    Ever feel like your marketing has lost its humanity — like you're just another algorithm feeding a lead form? That's the question at the heart of our conversation with Mike Garrison, founder of Strategic Referral Team. Mike has spent decades helping financial, legal, and consulting firm owners scale their businesses — not through cold outreach or referral begging, but through something much older: discipling, giving, and genuinely being worth meeting. He opens up about his path from a rough childhood and military service to becoming one of the most trusted voices in referral strategy, and along the way we dig into StoryBrand parallels, the theology of giving, and why the best referral systems are built on relationships, not transactions. It's a conversation that starts in business strategy and ends up somewhere far more personal. Highlights A difficult childhood, joining the military to escape, and a chance encounter with a mentor named Art that changed the trajectory of his lifeWhy referrals don't scale through "asking" — they scale through discipling, giving, and intentional relationship-buildingThe "how can I help you?" script Mike uses to build a giving-first referral systemHow Strategic Referral Team is evolving into a broader brand under Can I Borrow Your Car?Parallels between Mike's philosophy and the StoryBrand framework — positioning your client as the hero, not yourselfWhy being "worth meeting" matters more than your value propositionThe controversial take that not all long-time clients are still your ideal clientsMike's macro and micro strategies for building a sustainable giving systemA moving story about fly fishing with his late father, and what it taught him about presence and connectionMike's Behind the Brand answers — from military parachute accidents to his go-to karaoke song Chapters 0:00 – Meet Mike Garrison 3:41 – High Trust Marketing 4:54 – Childhood and Military 6:14 – Mentors and Networking 9:39 – Discipling Scales Referrals 15:11 – Can I Borrow Your Car 16:56 – Giving System First 20:33 – Be Worth Meeting 25:10 – StoryBrand Parallels 34:51 – Raving Fans and Math 37:35 – Ideal Clients and Service 38:58 – Ideal Clients Only 39:15 – Service vs Segments 40:59 – Advisor Says No 42:19 – Guides Not Takers 43:41 – Staff Referral Test 45:22 – People of Peace 50:33 – Giving System Framework 53:45 – Proactive Referral Farming 55:25 – Beyond Referrals Marketing 58:28 – Behind the Brand Qs 1:03:03 – Fly Fishing Memory 1:05:22 – Success and Next Steps Resources Mentioned Can I Borrow Your Car: How Successful Financial Advisors Can Grow Their Business and Love Their Life by Mike Garrison — available on AmazonRaving Fans by Ken BlanchardStrategic Referral TeamScale Beyond Referrals — Brand3's workshop series: scalebeyondreferrals.comConnect with Mike on LinkedIn, or email him at mike@valuesbasedmindset.com, mike@strategicreferralteam.com The CEO’s Heart for Service is a production of Brand3. If you’re a B2B service provider who delivers exceptional service but struggles to get your marketing to connect with the right people, find us at brand3.net. And sign up for our Brand3 Newsletter that only sends marketing insights worthy of your inbox - genuinely helpful stuff for the road ahead.  The CEO’s Heart for Service is also supported by Forge Podcast Company, a turnkey production solution for using podcasts to reach a wider audience, win new clients, and grow. Find them at forgepodcast.co

  3. Aug 3

    Break Your Internal Barriers First to Scale | Insights from Mike Irving

    What if the thing standing between you and the next level of your business isn't a marketing strategy, a sales tactic, or a system you haven't found yet — but the story you tell yourself every time things get hard? I sat down with Mike Irving, founder of Advanced Business Abilities, and he didn't just give me tactics. He walked me through the internal resistance that quietly sabotages leaders long before it shows up as a business problem — the buttons that get pressed, the masks we wear, and the radical honesty it takes to actually change. If you've ever hit a wall in your business and couldn't figure out why, this conversation is for you. Highlights Mike shares the personal breaking point in 2005 that led him to walk away from a nine-year sales business and find the mentors — his "research team" — who reshaped how he thinks about leadership.The "three pillars to success": radical awareness, total accountability, and conscious creation — and why skipping the first one derails everything else.Why the real problem in business is never the how-to (that's free now, thanks to tools like Claude) — it's the resistant thinking that blocks implementation.The importance of self-acknowledgment: celebrating your team is good, but people also need to acknowledge themselves for keeping their own commitments.Mike's raw story about discovering his own "critical," "competitive," and zero-patience traits through a diagnostic assessment — and what it taught him about pressing other people's buttons.Why sales, leadership, and client relationships all run on the same underlying skill: making and keeping commitments, then managing the ongoing perception of value.A candid, personal "mulligan" story from a boating trip gone wrong — and the healing that came from going back to the same spot a year later.Mike's definition of personal success: fulfilling his life's purpose of helping people intentionally choose how they communicate and respond, one person at a time. Chapters 0:00 — Meet Matt and Mike 3:37 — Human First Question 4:38 — Childhood Dreams 6:35 — What ABA Does 9:02 — Self Acknowledgement 11:04 — Australia Sales Hustle 14:41 — Hitting the Wall 16:42 — Reality Creation Mentors 22:49 — Implementation Blocks 26:14 — Three Pillars to Success 29:31 — Creating Safe Space 35:17 — Diagnosing Root Causes 37:26 — Scaling Challenges Ahead 38:17 — Evolving Business Problems 39:10 — Buttons and Resistance 39:53 — Trait Profile Wakeup Call 44:22 — Mentors as Research Team 47:02 — Why Leaders Need Coaches 49:38 — Brand Story and Client Journey 54:45 — Sales as a System 57:18 — Delivering Value and Trust 1:02:37 — Behind the Brand Questions 1:09:32 — Purpose and Next Steps Resources Mentioned Advanced Business Abilitiesexecbenchmark.com — Mike's free executive effectiveness benchmark tool and 90-day plan.Scale Beyond Referrals — Matt's new workshop/framework for B2B service providers relying on referrals. The CEO’s Heart for Service is a production of Brand3. If you’re a B2B service provider who delivers exceptional service but struggles to get your marketing to connect with the right people, find us at brand3.net. And sign up for our Brand3 Newsletter that only sends marketing insights worthy of your inbox - genuinely helpful stuff for the road ahead.  The CEO’s Heart for Service is also supported by Forge Podcast Company, a turnkey production solution for using podcasts to reach a wider audience, win new clients, and grow. Find them at forgepodcast.co

  4. Jul 27

    All In: Unleashing Potential with Alex Kuhn

    What if the fastest way to grow your business isn't through better ads or more AI tools, but through the courage to actually be seen? On this episode, Matt Wolfe and Orsi Herbein welcome Alex Kuhn, founder of All In, for a conversation about why human connection, partnership, and being the face of your brand might be the real unlock for scaling a service-based business. Highlights Alex Kuhn shares his childhood dreams of being a professional baseball player and a motivational speaker, and how those early inspirations shaped his coaching style todayWhy access to a network isn't enough — Alex breaks down the difference between "access" and "activation" in partnershipsThe four questions behind Alex's "All In" methodology and why frameworks beat step-by-step systemsWhy niching down (into a personality, not just an industry) unlocks more opportunity than trying to serve everyoneAlex's take on AI: it will amplify human connection for those who nurture it, and leave behind those who don'tThe story behind Alex's "hidden opportunity" moment, his biggest business failure, and how it led him to trust his gut and act fastWhy "second contracts" (81% client retention) is the only metric Alex really tracksA fun, personal Behind the Brand Q&A covering karaoke songs, morning routines, and the moment that changed the course of Alex's life Chapters 0:00 – Intro & Welcome 1:20 – Meet Alex Kuhn 5:12 – Alex's Origin Story 7:58 – What All In Does 12:27 – Human Connection vs. AI 16:16 – Access to Activation 19:23 – Hidden Opportunity and Niching 26:03 – FOMO and Going Narrow 30:54 – Heart for Service 35:46 – Values and Scaling Tension 37:13 – Values Set Boundaries 38:00 – Intuition Over Logic 39:20 – Failures and Ownership 41:26 – Decide Fast, Go Now 42:35 – Frameworks Not Systems 46:18 – Perfection Myth 48:42 – Behind the Brand Quiz 58:33 – Success Means People 1:01:42 – How to Reach Alex1:02:51 – Scale Beyond Referrals Resources Mentioned All In — allinworldwide.comScale Beyond Referrals — scalebeyondreferrals.com The CEO’s Heart for Service is a production of Brand3. If you’re a B2B service provider who delivers exceptional service but struggles to get your marketing to connect with the right people, find us at brand3.net. And sign up for our Brand3 Newsletter that only sends marketing insights worthy of your inbox - genuinely helpful stuff for the road ahead.  The CEO’s Heart for Service is also supported by Forge Podcast Company, a turnkey production solution for using podcasts to reach a wider audience, win new clients, and grow. Find them at forgepodcast.co

  5. Jul 20

    Creating Value and Scaling with Dusty Holcomb

    What if the secret to scaling your business isn't about selling harder, but about serving better? On this episode, Matt Wolfe and Sarah Pattisall sit down with Dusty Holcomb, CEO of The Arcqus Group, to unpack a career built on one deceptively simple idea: leadership isn't about you. Dusty shares how a 23-year-old version of himself learned that lesson the hard way, why he reframes "sales" as "service," and how the ability to say no to the wrong clients is often what protects your ability to scale the right way. Along the way, they dig into brand story as a culture catalyst, the leadership operating system Dusty built from decades of hard-won lessons, and why clarity — not execution — is where real growth begins. Highlights Dusty's childhood dream was to be a cowboy or a game warden — and he argues leading people isn't all that different.The core leadership lesson that shaped his entire career: "It isn't about me."Extracting value is linear; creating value is exponential.Leadership is influence — helping people see what isn't yet created or possible.A five-question framework Dusty uses with CEOs, including the pivotal question: "Where do I fit in?"Why story translates words into behaviors and moves people from "mercenaries" to "missionaries."The moment a team member called Dusty out at 23 years old — and how that became his first real lesson in clarity.A leadership operating system built on clarity, alignment, and execution — in that order.The story of turning down a big prospect because it wasn't the right fit, and why saying no protected the business.Reframing sales as service: "I'm not showing up to sell you anything, I'm showing up to serve you."Why relational value — introducing people with no expectation of return — creates a compounding flywheel of opportunity.Dusty's book-in-progress on how leaders can be more impactful in the age of AI. Chapters 0:32 — Welcome and Teaser2:57 — Meet Dusty Holcomb3:20 — Cowboy Dreams Origins6:11 — Service First Leadership10:40 — Inspiration and Agency14:47 — Story as Culture Catalyst20:03 — Exceptional Service Framework26:47 — Scaling Service Through Leaders31:31 — Leadership Operating System34:32 — Clarity Lesson Hard Truth36:29 — Values Meet Actions37:51 — Coaching And Blind Spots39:08 — Brand Story Drives Scale41:20 — Saying No To Grow44:57 — Marketing With Discipline47:47 — Sales As Service52:10 — Relational Value Flywheel56:35 — Behind The Brand Quiz1:00:59 — Success Definition And Farewell Resources Mentioned Man's Search for Meaning by Viktor FranklDusty Holcomb on LinkedInThe Arcqus GroupMy Rules of Engagement — myrulesofengagement.comScale Beyond Referrals — scalebeyondreferrals.com The CEO’s Heart for Service is a production of Brand3. If you’re a B2B service provider who delivers exceptional service but struggles to get your marketing to connect with the right people, find us at brand3.net. And sign up for our Brand3 Newsletter that only sends marketing insights worthy of your inbox - genuinely helpful stuff for the road ahead.  The CEO’s Heart for Service is also supported by Forge Podcast Company, a turnkey production solution for using podcasts to reach a wider audience, win new clients, and grow. Find them at forgepodcast.co

  6. Jun 29

    Building Dreams | George Sandmann on Strategic Capacity and Impactful Communities

    What if the biggest threat to your clients' life work isn't a bad market — it's a business that simply won't survive due diligence? George Sandmann, founder and CEO of GrowthDrive, has spent decades building companies, crashing a few into the side of the mountain, and coming out the other side with a clear-eyed mission: help financial advisors equip the private businesses they serve to grow, scale, and actually succeed at transition. George is an attorney, a data geek, a passionate entrepreneur — and a self-described addict when it comes to helping people win. In this conversation, we unpack the staggering statistics behind business exits, introduce the concept of "strategic capacity," and explore why community, culture, and human connection are the real engines behind GrowthDrive's growth. Episode Highlights 19 out of 20 businesses do not qualify to successfully complete an M&A transaction as currently run — and 75% of owners who do sell end up regretting it (per the Exit Planning Institute)There is approximately $10 trillion worth of businesses that need to transition, but only $2 trillion in available capital — making it literally market-impossible for everyone to sell to a third partyGeorge's "Clarity" technology platform helps business owners see exactly where they stand vs. best-in-class, and calculates a predicted transaction price — not just a valueStrategic capacity is the true north star: a business's ability to predictably and sustainably grow free cash flowGrowthDrive operates as a "tiny giant" — just two core team members, with a dedicated offshore dev team and a self-sustaining advisor community that provides peer-to-peer supportCulture isn't ping pong tables and pizza Fridays — it's the outward manifestation of what a business actually believes and how it operatesBrand is the story. When that story is right, it doesn't just fix marketing — it rallies the team and transforms cultureAI is accelerating a hunger for human connection, which is a massive advantage for relational B2B service providersGrowthDrive now grows almost entirely through referrals, having shifted away from traditional webinar and outbound marketing models Chapters 0:00 – Intro & Meet George Sandmann 1:14 – Meet George Sandmann (pre-interview debrief with Holland) 4:38 – Human Opening Question 4:38 – From Law to Startups 5:30 – Mission & Market Data 9:31 – Advisor Model Explained 9:51 – Entrepreneurial Addiction 11:41 – Community Builder Role 12:48 – Clarity Tech Platform 14:47 – Exit Planning Hard Truths 17:55 – Who Should Call GrowthDrive 21:27 – Client Relationship Story 25:10 – Scaling High Touch Service 31:26 – Tiny Giant Team Model 34:21 – Brand Growth Basics 35:48 – GrowthDrive's Brand Story Evolution 36:30 – Strategic Capacity Category 37:45 – Culture Drives Brand 39:48 – StoryBrand & the Rallying Cry 41:47 – Attracting A-Players 42:48 – Scaling Culture Principles 44:48 – Marketing Shift & Referrals 47:23 – Human Moments in B2B 49:08 – Marketing Budgets & AI 51:33 – Behind the Brand Quiz 54:05 – Last Thing That Made You Laugh 58:44 – Legacy & Closing Resources Mentioned GrowthDriveThe Growth Driving Advisor: Proven Strategies for Leading Businesses from Stuck to Best in Class by George SandmannCall Sign Chaos by General Jim MattisCan I Borrow Your Car? by Mike Garrison The CEO’s Heart for Service is a production of Brand3. If you’re a B2B service provider who delivers exceptional service but struggles to get your marketing to connect with the right people, find us at brand3.net. And sign up for our Brand3 Newsletter that only sends marketing insights worthy of your inbox - genuinely helpful stuff for the road ahead.  The CEO’s Heart for Service is also supported by Forge Podcast Company, a turnkey production solution for using podcasts to reach a wider audience, win new clients, and grow. Find them at forgepodcast.co

  7. Jun 22

    Preserving the Human Connection in Tech with Grant Eckstrom of Succurri

    When everything is moving towards automation and AI in tech, is the human connection even considered? Grant Ekstrom, Managing Partner at Succurri Managed IT and Cybersecurity Services, has built a business around that exact question. An engineer by DNA and instinct, Grant co-founded Succurri with his brother — born from a conversation over a couple bottles of wine in Hawaii — and has since navigated the very real tensions of scaling a service business without losing the human core that makes it work. From referrals drying up post-COVID to learning a costly lesson about marketing the hard way, Grant gets refreshingly honest about where they've stumbled, what they've figured out, and why he still believes that face-to-face conversations over a drink will always outperform a Zoom call when it comes to building real trust. Highlights Grant always wanted to be an electrical engineer — and unlike most, he actually ended up doing it. He traces that back to his grandfather, a structural engineer who taught at UCLA, and a childhood full of RadioShack kits and soldering burns on his desk.Succurri was born out of a family conversation: Grant and his brother each had their own MSPs and their dad asked why they were solving the same problems separately. The answer became a company.Grant and his brother are described as "yin and yang to the utmost extreme" — and that complementary partnership has been central to how Succurri has scaled.On service: "It's about having honest conversations — getting to the truth whether they like it or not. It's almost like parenting."Grant coined the term "impact zones" for those inflection points in growth where the team hits a wall and has to retool. He admits they still hit them — but get better at spotting them faster.After COVID, referrals dried up — not because service had declined, but because the human interaction that fueled them had stopped. That wake-up call launched a serious sales and marketing overhaul.The biggest marketing shift for Succurri: moving from talking about IT to talking about outcomes and business impact. When they stopped speaking engineer and started speaking to ownership-level concerns, things started to stick.Grant pushed back on niche-only thinking: Succurri serves roughly nine industries and intentionally cross-pollinates solutions across them.He's a proponent of bringing in outside help — both peer groups like Vistage and third-party marketing expertise — and he says the painful way he learned this should serve as a shortcut for others.Matt introduced the StoryBrand Framework as the strategic lens Succurri has been applying: make the client the hero, not the company.Grant is a believer in white-glove service to a fault — and says their low client churn is proof that honesty, even when uncomfortable, builds lasting trust. Chapters 0:00 — Introduction 2:21 — Meet Grant Ekstrom 3:28 — Growing Up Engineer 4:32 — RadioShack Tinkering Days 6:23 — Succurri Origin Story 8:43 — Why MSPs Join Forces 10:26 — Family Partnership and Delegation 11:28 — Defining Service and Honesty 13:17 — Scaling Through Impact Zones 18:09 — Finding CEO Community Support 20:32 — Brand Story and Marketing Shift 24:54 — Niche Versus Broad 27:40 — Sell Outcomes Not Tech 28:35 — Human Trust Building 30:03 — Referrals Dried Up 33:05 — Finding Marketing Voice 34:58 — StoryBrand Perspective 38:00 — White Glove Service 40:09 — Hard Truth Conversations 43:03 — Behind The Brand 43:35 — Rapid Fire Answers 48:22 — Wrap Up & Links Resources Mentioned Succurri Managed IT and Cybersecurity ServicesEOS (Entrepreneurial Operating System) — Referenced as a methodology Succurri has drawn from, though they have not formally implemented itVistage — CEO peer group Grant has joined for outside perspective and community support The CEO’s Heart for Service is a production of Brand3. If you’re a B2B service provider who delivers exceptional service but struggles to get your marketing to connect with the right people, find us at brand3.net. And sign up for our Brand3 Newsletter that only sends marketing insights worthy of your inbox - genuinely helpful stuff for the road ahead.  The CEO’s Heart for Service is also supported by Forge Podcast Company, a turnkey production solution for using podcasts to reach a wider audience, win new clients, and grow. Find them at forgepodcast.co

  8. Jun 16

    Letting Our Customers Lead the Way with Adam Pattisall

    What does it look like when customers are the ones driving your growth — not the other way around? That's exactly the story Adam Pattisall, CEO of IncrediTek and iTekFED, brings to this episode of CEO's Heart for Service. Adam built IncrediTech from literally one person working out of the bed of a pickup truck to a company of 80+ people — without investors, a board, or outside backing. His secret? Stay nimble, only take on what you can afford to lose, and let the customer set the direction. From keeping a Coast Guard station online during Hurricane Sandy to having clients ask him to grow so they wouldn't lose him, Adam's story is a masterclass in customer-first, integrity-driven growth in the telecommunications and IT infrastructure space. HIGHLIGHTS Adam started IncrediTek working alone out of the bed of his pickup truck, with a spool of cable and a clear vision: build something you own, without owing anyoneThe company originally planned to cap at 11 employees — customers are the reason it grew to 80+IncrediTek has been 100% bootstrapped since day one — no investors, no board, no bank reportingFor 15–16 years, nearly 99% of revenue came from a single customer, and that customer kept asking them to grow and diversifyThe Hurricane Sandy story: an IncrediTek team member, Rick Zimmerman, went by boat to a flooded island to keep a Coast Guard station's communications alive — and won a major Verizon award for itExceptional service means anticipating client needs before the crisis hits, not just reacting to itHiring isn't about technical knowledge — it's about finding people who have a passion for solving problemsAdam's business philosophy: "I don't get involved in anything I can't afford to lose"Staying ahead of technology by 18–24 months is what keeps IncrediTek in demand — they go wherever the "bleeding edge" work isThe future of the company? Wherever the customers want it to go CHAPTERS 1:03 – Growing Up Dreams 2:31 – Early Hustle Mindset 3:35 – Sarah's First Job 4:05 – What IncrediTek Does 5:35 – Why Start IncrediTek 6:11 – Heart for Service 7:29 – Hurricane Sandy Story 8:20 – Scaling with Values 9:10 – Bootstrapped Growth Rules 11:40 – Customers Drove Expansion 13:50 – Passing Culture to Team 14:30 – Hiring Problem Solvers 16:20 – Customer First Choice 18:00 – Truth Telling Sales 19:15 – Brand Story Strategy 21:30 – Experience Over Marketing 24:10 – Staying Ahead of Tech 25:45 – Owning the Narrative 29:00 – Handling Spilled Milk 31:00 – Tech Change Surprise 33:15 – Future Led by Clients 36:00 – Vision Through Action 39:00 – Behind the Brand 40:00 – Rapid Fire Questions 46:50 – Success and Gratitude 49:15 – Where to Find Them RESOURCES MENTIONED IncrediTek — Adam Pattisall's IT infrastructure company The CEO’s Heart for Service is a production of Brand3. If you’re a B2B service provider who delivers exceptional service but struggles to get your marketing to connect with the right people, find us at brand3.net. And sign up for our Brand3 Newsletter that only sends marketing insights worthy of your inbox - genuinely helpful stuff for the road ahead.  The CEO’s Heart for Service is also supported by Forge Podcast Company, a turnkey production solution for using podcasts to reach a wider audience, win new clients, and grow. Find them at forgepodcast.co

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There's a tension every B2B service leader navigates: How do you scale without compromising your client experience and the core values behind it? When your clients depend on you for high-stakes services like finance, technology, or strategy, that question carries real weight. The CEO's Heart for Service is where accomplished B2B CEOs and consultants share hard-won insights on walking that tightrope. Join hosts from Brand3 B2B Growth Marketing for conversations that deliver peer insights, field-tested strategies, and a holistic view of scaling premium services with integrity.

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