Business Finance and Soul

Shaun Enders
Business Finance and Soul

Business, Finance and Soul is a podcast created for the curious, a conversation for those interested in Business strategies, Personal Finance and the driving force behind it all. As an entrepreneur and a father, I have a deep respect for the work we do in our lives. Growing up and watching my grandparents struggle with their Personal Finances, I committed to learning this magical language. Over the years, as my business became more successful and I achieved financial freedom, I felt like something was missing. After a life changing introduction to meditation, I discovered a deeper satisfaction for the work I had been doing. I have found that Life is about finding meaning in our journey --and curiosity illuminates the path. I hope you enjoy Business, Finance and Soul.

  1. JAN 16

    Cold Calling For Business and Life

    It’s easy to dismiss the classic cold call as an outdated relic. Yet, in the world of service-based businesses—especially staffing—cold calling is not only alive but also thriving. While it's true that clients, especially hiring managers, aren't necessarily excited to receive unsolicited calls, the undeniable reality is that cold calling works. More importantly, it remains one of the most effective ways to build genuine relationships with potential clients. In a perfect world, every business would post ads, create compelling content, and watch clients flood their inboxes with inquiries. While these inbound tactics play an essential role in marketing strategy, they’re inherently passive. They’re effective—when they work—but they’re also unpredictable. You’re relying on the right person to come across your message at the right time and take action. For service-based firms like ours, that’s simply not enough. Staffing firms are in the business of timing, connection, and alignment—all of which require a proactive approach. Our firm doesn't wait for ideal clients to stumble upon us. We actively identify companies where we know we can add value. We analyze hiring managers’ backgrounds, assess where our business model fits, and reach out to start a conversation. At its core, cold calling isn’t just about making a sale. It’s about building relationships. The first call is often the hardest because, yes, it’s unexpected. No one likes to be caught off guard. But in many cases, that first call leads to something bigger. It’s the start of a relationship that can transform into a true partnership. Our approach to cold calling isn’t about pushing a product. It’s about offering insights, sharing market trends, and providing value. We’re not looking for a transactional interaction—we’re looking for alignment. Can our brands work together? Can we help them achieve their hiring goals? These questions are only answered through conversation. Of course, not every call is warmly received, and that's okay. Part of our role as a staffing partner is to stay visible and top-of-mind for when our services are needed. Cold calling is simply the most effective way to do that.   www.BusinessFinanceAndSoul.com  https://www.calltsg.com/blogs/why-cold-calling-still-matters

    24 min
  2. JAN 3

    Looking Back and Moving Forward, How To Level Up In 2025

    Welcome to 2025! It’s natural to look back on 2024 and evaluate the journey you've taken. My recommendation, rather than setting traditional New Year’s resolutions, consider taking a more thoughtful and introspective approach. Reflect on 2024 by documenting your experiences, celebrating your progress, and identifying areas for growth. Here’s how to make the most of this reflection process and step into 2025 with purpose and clarity. 1. Document the Journey Places You Visited Where did you go in 2024 that left an impact on you? Whether it was a far-flung destination or a quiet corner of your hometown, revisit these memories. Write about what made these places meaningful—the people, the experiences, or the lessons learned. Strategy: Create a travel journal with photos and short reflections. Rank your top three most inspiring locations and note why they resonated with you. People Who Inspired You Who were the individuals that uplifted or motivated you this year? Reflect on how they influenced your mindset, decisions, or outlook. Strategy: Write letters (even if you don’t send them) expressing gratitude to these people. Consider how you can carry forward their influence in your life. 2. Reflect on Lessons Learned What Did You Learn? Think about the challenges you faced and the insights they offered. What moments pushed you to grow, and how did you respond? Strategy: Break down major events into three parts: the situation, your reaction, and the lesson. Journal prompts: What is one thing 2024 taught me about myself? How did I overcome a difficult moment? Handling Adversity and Setbacks Adversity is inevitable, but how you handle it shapes your character. Were there moments where you surprised yourself with resilience or grace? Or times when you wish you had shown up differently? Strategy: Create a “handle adversity” playbook. Include techniques or affirmations that worked for you and identify areas where you’d like to improve. Ask yourself: Did I show up the way I wanted to in tough situations? 3. Celebrate and Build Upon Your Progress Celebrate Wins Take time to acknowledge your achievements, no matter how small. Pride in your accomplishments lays the foundation for future successes. Strategy: Make a list of your top five wins in 2024. Reward yourself with something meaningful, such as a personal treat or a day of rest. Identify Growth Areas Examine areas where you’d like to improve. Focus on your reactions and intentions in specific situations. Strategy: Write down one behavior you’d like to adjust in 2025 and how you plan to do it. Partner with a trusted friend or mentor to keep you accountable. 4. Approaching Life in 2025 Set Intentions, Not Resolutions Resolutions can feel rigid, while intentions allow flexibility and growth. How do you want to show up in 2025? Strategy: Choose a theme for the year (e.g., “curiosity,” “balance,” or “growth”). Write a vision statement for the year: “In 2025, I want to...” Commit to Thoughtful Living Rather than trying to overhaul your life, focus on small, consistent changes that align with your values. Strategy: Start each month by reflecting on your progress. Practice mindfulness through journaling, meditation, or daily gratitude exercises. Closing Thoughts Reflecting on 2024 isn’t just about revisiting the past; it’s about learning, celebrating, and growing. By documenting your journey, embracing the lessons, and setting thoughtful intentions, you can approach 2025 with a sense of purpose and clarity. Let this year be a chapter where you write your story deliberately and authentically.   www.BusinessFinanceAndSoul.com

    24 min
  3. 12/19/2024

    Risk Tolerance/Desire vs Risk Capacity

    Episode Overview: In this episode, I explore the critical concepts of risk tolerance and risk capacity, examining their distinct roles in decision-making across various facets of life, including finance, career, and personal relationships. Key Themes: Defining Risk Tolerance and Risk Capacity: Risk Tolerance: Described as an individual’s emotional comfort with uncertainty and potential loss, influenced by personality and life experiences. Risk Capacity: Refers to one’s financial and emotional ability to withstand losses. The Misalignment of Risk Factors: Highlighting how risk tolerance and capacity are not always aligned, leading to potential conflicts in decision-making. Examples include being emotionally ready for risks but lacking the necessary financial resources, or vice versa. Impact on Investment Decisions: Importance of understanding both factors for informed investment strategies. Discusses consequences of mismatches, such as panic selling during market downturns. Advocates for a long-term investment approach to endure short-term losses. Application Beyond Finance: Exploration of risk in major life decisions, like career changes and relationships. Encourages evaluation of motivations and readiness, both financially and emotionally. Suggests seeking support during setbacks and balancing short-term challenges with long-term gains. Planning and Adaptability: Emphasizes careful planning and the need to adapt to changing circumstances. Importance of understanding personal resources, goals, and inclinations toward risk. Conclusion: By gaining a deeper understanding of risk tolerance and risk capacity, individuals can make more informed and aligned decisions, ultimately leading to more favorable outcomes in both financial and personal spheres. Call to Action: Reflect on your own risk tolerance and capacity. Consider how these factors influence your decision-making and how you can better align them to achieve your goals.   www.BusinessFinanceAndSoul.com

    26 min
  4. 11/20/2024

    Reinvest, Reward and Repurpose Your Money with Cannon Carr

    Cannon Carr, a regional director at EP Wealth, transitioned from being a Wall Street analyst to an entrepreneur in wealth advisory to have a more meaningful impact on clients’ lives. He merged his firm with EP Wealth Advisors to access growth capital and improved services. Cannon now aids business owners in achieving life goals through independent wealth management, discussing the shift from corporate environments to entrepreneurship, emphasizing financial freedom, managing overhead, and balancing profit maximization with long-term growth investments. He reflects on the naivety of first-time entrepreneurs and complex business decisions like reinvesting dividends versus taking them as income, learning from family business failures. Carr highlights that spending habits affect financial stability and happiness more than income levels and introduces the “three R’s” framework—reward, reinvest, and repurpose—for aligning finances with personal satisfaction. He outlines strategies for managing profits, stressing the need for a clear financial roadmap, exit strategy, and cautioning against emotional business ties. He discusses “lifestyle creep,” emphasizing clear financial independence goals and the importance of maintaining liquidity for emergencies. Carr advocates for behavioral discipline and having a financial accountability coach, contrasting scarcity and abundance mindsets with insights from Warren Buffett and opportunities during economic downturns.   You can connect with Cannon through his podcast or Linkedin: https://businessownertales.com/ https://www.linkedin.com/in/cannon-carr/

    58 min
  5. 11/13/2024

    Building and Retaining High Performing Teams with Kelly Swanberg

    Join Shaun Enders, CEO of Transition Staffing Group, and Kelly Swanberg, CEO of Cake Freight, as they chat about how to build high-performing teams by finding the right people and keeping them engaged. Key Points: Finding Great Talent: Cake Freight uses LinkedIn and works with recruiters to keep a steady stream of candidates. It’s crucial to have flexible team members, especially when the company is growing. Keeping Employees Happy: Focus on team vibes and leadership, not just perks, to keep people around. Clear communication and career paths motivate employees, especially in smaller teams. Skill Growth and Teamwork: Keep developing skills and match personal goals with the company’s vision. Work with recruiting firms to ensure new hires fit well with the company culture. Tackling Hiring Hurdles: Avoid biases and don’t focus too much on fancy backgrounds to prevent hiring mistakes. Use a structured onboarding process with clear goals and performance indicators. Refreshing the Hiring Process: Include collaborative projects before hiring and extend interviews to 30-60 days for better assessment. Streamlining Recruitment: Use tools like LinkedIn and video interviews for smoother recruitment. Partner with recruiting firms that align with your company culture. Building Long-Term Partnerships: Do thorough checks to ensure candidates are a good fit. Develop lasting relationships with search firms to understand top performer traits, crucial for selecting the right candidates. A search firm’s reputation and knowledge of your business can greatly affect the company’s market image.   https://www.linkedin.com/in/kellyswanberg/ https://cakefreight.com/

    32 min
4.9
out of 5
10 Ratings

About

Business, Finance and Soul is a podcast created for the curious, a conversation for those interested in Business strategies, Personal Finance and the driving force behind it all. As an entrepreneur and a father, I have a deep respect for the work we do in our lives. Growing up and watching my grandparents struggle with their Personal Finances, I committed to learning this magical language. Over the years, as my business became more successful and I achieved financial freedom, I felt like something was missing. After a life changing introduction to meditation, I discovered a deeper satisfaction for the work I had been doing. I have found that Life is about finding meaning in our journey --and curiosity illuminates the path. I hope you enjoy Business, Finance and Soul.

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