Management Blueprint | Steve Preda

Steve Preda
  • 5.0 (35)
  • Entrepreneurship
  • Updated Weekly

Interviews with CEOs and Entrepreneurs about the frameworks they are using to build and scale their businesses.

  1. 18h ago

    353: Turn on the Lights for Others with Jay Larson

    Jay Larson, Executive Coach, Facilitator, Sales Leader, and Founder of Lights On Coaching & Consulting, is driven by a mission to Turn on the Lights for Others by helping individuals unlock their potential through coaching, leadership development, and transformative experiences. By combining executive coaching, experiential learning, and decades of leadership expertise, Jay empowers leaders to build trust, embrace vulnerability, and create lasting personal and professional growth. In this conversation, Jay introduces The How to Gain Trust Framework—Be Present, Be Curious, Be Vulnerable, and Judge Not. He explains why authentic coaching begins with deep presence and genuine curiosity, how vulnerability creates psychological safety for meaningful conversations, and why withholding judgment helps leaders build trust and accountability. Jay also shares how challenging experiences, executive peer groups, and coaching conversations help leaders overcome isolation, gain confidence, and achieve breakthrough moments that transform both their businesses and their lives. — Turn on the Lights for Others with Jay Larson  Good day, listeners. The Management Blueprint podcast is here, and my guest today is Jay Larson, an experienced executive coach, facilitator, and sales leader with over 20 years of impact across industries. Jay has guided more than 400 individuals through transformative coaching, backed by 40 years of expertise in assessments, success profiles, and competency frameworks. He helped launch and leads a thriving nonprofit that’s touched over 500 lives through experiential learning and outdoor recovery programs. Welcome to the show, Jay.  Oh, thank you, Steve. Thanks for having me.  Well, you have a fascinating background and have helped a lot of people, which is obviously the biggest thing. So what would you say is your personal “Why” that you are manifesting through your practice?  Well, I think my personal “Why” is really turning the lights on for others. That solidified for me probably five or ten years ago. As I realized, through the work I was doing with Korn Ferry, the work with clients, and the work with the people who reported to me, it was never really about the money. I did like winning—winning sales and things like that. That’s always nice. But it was really more about the impact we were making. Were we making an impact? That sort of thing. So I realized pretty quickly, through my coaching training, that 353: Turn on the Lights for Others with Jay Larson Share on X That’s fascinating. So when you work with experiential learning and outdoor recovery programs, tell me a little bit about those. How do those help?  So I help lead. I’m the president of the board. A friend of mine and I got together probably 10 or 12 years ago. He had built a little nonprofit called Wild Hearts Adventures, and the basic idea was that his son was in recovery. Any time they went to the mountains or did anything outdoors—climbing, canoeing, fishing, anything like that—his son would come alive. They would connect on a different level than they normally would during that obviously trying time for a parent-child relationship, with all kinds of tough love, easy love, and all that kind of stuff.  So he noticed that connection. He wanted to take it bigger. We talked. I’d done a ton of outdoor stuff in my past, and my kids had recently grown up and were leaving home and things like that. So I had time to focus on that. We take people on all kinds of different outdoor excursions, and it really is about connection through adventure. That's what we're trying to drive—that connection. Helping people know they're cared about. Helping them know they can be their authentic selves without judgment. And that they can do really hard things. Share on X   That’s interesting. I have a friend who was also on this podcast some time ago, and he also does a lot of mountaineering, but he does it with CEOs. He goes one-on-one with a CEO, and they climb for two or three days. Obviously, there’s lots of conversation going on. What is the driver of the impact in these environments? What makes people come closer together?  Yeah, it’s interesting. What makes them come together is that sense of adventure, that sense of the unknown, and their willingness to challenge themselves. We’re very open up front with folks who join that this is going to be difficult. Most of them have never camped overnight. We’re taking them to the Rocky Mountains and getting to the top of some very, very high places.  You wouldn’t believe it once you walk to the base of those mountains and look at them. You’re like, “There’s no way we’re going to the top of that.” So that fear and all of that… I find the impact on them—the reason they come—is their willingness to be challenged. The impact is not only the connection of the team, which is important because a lot of folks, certainly in recovery and otherwise, can feel quite lonely. What they’ve done is their fault. They have to recover from it. They have to do some heavy lifting and white-knuckling. This is more about the team helping.  We're all going to carry each other's stuff as we go up. We're going to hear from each other and talk with one another while we're up there. Share on X Then seeing them at the top of the mountain, when they reach 14,000-plus feet and they’ve put in the work to get there, they realize—to a person—that they can do very hard things. Their recovery, the next step in their career—whoever we’ve taken up there—it’s always, “If I can do this, then I’m pretty sure I can face that.” Great metaphor.  Yeah. It is a great metaphor. I wonder what empowers them to actually accomplish it, because climbing a 15,000-foot mountain without being fit is no easy feat. Especially if they’re not used to having to be resilient. What empowers them to actually do it? How do they not give up? Is it the peer pressure? What is it?  Yeah, no, we’ve had people that go up and turn back. We do have it. We leave it up to them. We’re not going to force anybody to go up there. We’re not back there shouting at them or anything like that. Now, we do a lot of encouraging. They’ll say, “I’m too tired. I can’t keep going. There’s no way.” It’s like, “Listen, let’s just take a rest, then one more foot in front of the other. You can do this. I’ve done this.  I was in worse shape when I did my first one than you are now. You can do this. Come on. Just keep going. Just keep going.” So lots of encouragement, lots of coaching along the way. Very, very few people do these fourteeners. A lot of people do them, but relative to the population, very few do. So they look at this as a very, very daunting thing. What I know, having done it numerous times now, is that it’s all about how fast you want to get to the top.  It’s not whether you can get to the top. You can get there, barring an injury. It’s just that you might have to take more breaks. You might have to rest more often. You might have to go slower. You might have to swallow your pride. A lot of things like that. But if you’re willing, we’ll get you there. Yeah. It’s interesting. When my grandfather was probably 79 years old, just one year before he passed away, we somehow convinced him to climb a little mountain. I mean, it’s not a big one, but maybe 1,000 feet. Okay. He was walking with a stick, and it was very steep. He made it up there, and then there was a beautiful inner lake that became visible.  He was so happy that he did it, and he was so grateful that we kind of twisted his arm a little bit to make this trip. It completely recharged him. He was an accomplished person. He was 80. He wasn’t in great shape. He’d had a couple of heart attacks beforehand, and it was a big emotional moment for him.  Yeah. There’s a sense of accomplishment. There’s something you prove to yourself when you do that. I remember reading The Comfort Crisis. I don’t totally remember the author’s name, but it’s called The Comfort Crisis. We’re not doing hard things as often. We have a lot of the hard things done for us. It used to be that you had to build your own house, or grow your own food, or lift heavy things on the farm over certain distances, or they didn’t get moved.  Now everything’s prepared in the store. We lift the heaviness of a 12-ounce can or a grocery bag. Those are the heavy things we lift. When we set our minds to doing something very, very difficult that we don’t think we can do, we grow something in ourselves. I know it’s not just psychological or emotional. There’s a physical nature to it as well.  The mental and physical parts, the way you grow your brain and change your brain when you’re doing those things. It’s not all just, “Yay, I proved it to myself.” You come down from the mountain a different person than you were when you went up. Slightly, and sometimes massively.  Yeah. I remember when I ran my first marathon, I felt a little bit like that. A wall came down, and I felt more invincible in some ways.  Yeah. Like, “There’s nothing I can’t do.” I had a particular gentleman who went on one of the first trips we did. He had been in the gangs. He was actually an enforcer for one of the gangs. So a pretty tough dude. He’d done a lot of things. He’d lost his children, lost his marriage, all kinds of things. He’d been in prison. He’d had a tough run and made a lot of bad choices, to be honest. He went on this thinking, “I’ll do what I can. What I want to do.” That sort of thing.  He had a pretty good attitude. But at the same time, when you get up on summit day and it’s 2:00 or 3:00 in the morning, and we’re waking him up and getting him going, people aren’t always in the greatest moods. People are excited, but at the same time it’s dark, I didn’t sleep well,

  2. 2d ago

    352: Zero-Spend Marketing Engine with Victor Penev

    https://youtu.be/90smCXY7mHY Victor Penev, Founder and CEO of Edamam LLC, is on a mission to help people make healthier food choices by organizing the world’s food knowledge, while building a Zero-Spend Marketing Engine that fuels sustainable growth through a proprietary semantic food database. By combining food science, nutrition expertise, and AI-powered technology, Victor has built Edamam into a trusted food intelligence platform that enables businesses to develop innovative health, wellness, and nutrition applications while making reliable food data accessible at scale. In this conversation, Victor introduces The Democratic Decisions Framework—No Pre-Judgement, Freedom to Speak Up, Intellectual Environment, Robust Discussion, and Work Towards Consensus. He explains why removing preconceived opinions encourages better ideas, how open dialogue and diverse perspectives lead to stronger decisions, and why working toward consensus builds lasting commitment across teams. Victor also shares how partnerships, referrals, and search authority fueled Edamam’s sustainable growth, and why proprietary data and continuous human refinement remain the company’s competitive advantage in the age of AI. — Zero-Spend Marketing Engine with Victor Penev  Good day, dear listeners. Steve Preda here with the Management Blueprint Podcast. Today, my guest is Victor Penev, the Founder and CEO of Edamam LLC. Edamam is helping people eat better by making daily food choices simple and easy, eventually organizing all the food knowledge in the world. To that end, the company has built a proprietary semantic food knowledge base and is creating, on top of it, a range of consumer and business applications to solve real-world, everyday problems. Wow. Victor, welcome to the show.  Thank you. Good to be here. I’m very excited.  So I was shocked to learn that you’ve got 900,000 foods in the system and 2.3 million recipes. I mean, I don’t know who is even able to create so many recipes. So how did that whole thing come about? How did you come up with this idea? Are you a foodie?  I am a foodie. Yeah, that’s kind of the origin story. I’m a serial entrepreneur. I’ve done a few startups. I had a successful exit about 15 years ago. A friend of mine and I built Bulgaria’s largest internet company. Then I started looking for what to do next. I was actually going to start a news organization, but then I realized one day, on a beach in Thailand, that I think about food five hours a day, and I cook every day.  So I might as well do something around food that helps people. I married my passion for food with my passion for technology and built a company. Share on X The problem we set out to solve back then is still a very valid problem. People need the right information, just in time, to make the right food choices. The data is always inconsistent, incomplete, and lacking. So we set out to organize the world’s food knowledge so we can help people make the right food choices.  Wow, this is fascinating. So what is your personal ‘Why’ that you’re manifesting in this business?  So, in terms of philosophy—and my philosophy changes. Everybody’s personal philosophy changes over time. But where I am right now, I think there are a couple of things that really matter if you want to live what one would call the good life—a meaningful life. One is to be really present in the moment. You know, be here now. The other is to help people. I think my business falls into… Share on X For us, the measure of success is not revenue or profit.  It’s how many people we ultimately reach through our data. It’s worth noting that we’re a business-to-business company, so we don’t reach people directly. But we have partnerships with companies like Nestlé, Microsoft, Amazon, and Food Network. Through those partnerships, we think we reach at least a billion people. For us, that’s the real measure of success.  Helping everybody eat better and live longer, healthier lives. My vision is that everybody can live to 120 without chronic illness or mental conditions. A big part of that is food. So we're trying to help people. That's my 'Why'. Share on X   Yeah, I love it. Obviously, eating healthy is a big thing. You know, garbage in, garbage out. This is fascinating. Do you find that certain cultures have better eating habits than others? And what drives it?  I think history and geography, to some extent. Everybody knows about the Mediterranean diet. And it’s not only the countries around the Mediterranean. Vietnamese and Japanese cuisine are Mediterranean in the composition of the food. A lot of it comes from being close to water, living in a certain climate, and having a huge variety of fruits, vegetables, and fish. But I think the biggest change over the last hundred years hasn’t been culture. It’s been technology—quote-unquote—and the processing of food so it’s shelf-stable, can be shipped, and sold at a lower price.  I think that’s the biggest problem. It’s changing eating habits everywhere in the world. It’s very well known in the United States and, to some extent, in Western Europe. But even places like Japan are starting to eat a lot more processed food. Mexico is starting to eat a lot more processed food. This is more technology-driven than anything else. If I had to say one thing that would help people, it would be this: Go back to your roots. Get food directly from the soil. Cook it at home. It's a question of time and effort, but if you value your health, that's one of the best investments you… Share on X   Yeah, as we’re getting busier and busier, the opportunity cost of cooking our own meals is becoming higher. And that’s the real problem.  It is a problem. I mean, it’s a question of priority. I cook every day. I’m very busy, but for me, it’s an important enough thing. Food, apart from nourishment and nutrition, is also a very social thing. People connect through food and spend time together, and that’s another thing that correlates very well with longevity and a well-lived life. So there’s a lot more to be said about having good food.  Yeah, I think Woody Allen said in one of his movies that eating together is the second sexiest thing to do, or something like that.  Yeah, there you go. I’m not going to ask what the first one is.  Yeah. That’s awesome. So let’s talk about frameworks. This podcast is all about frameworks. What’s a framework that you’ve discovered along the way that helps you think about your business, create outcomes in your business, help other people be productive, or whatever it is that’s driving results in your business?  A couple of things come to mind. I’ll start with the non-obvious one. Some people speak about it, but I’ve practiced it, and I think going slow gets you further. You know, the hare and the tortoise. I am definitely against growth for growth’s sake. That drives a lot of decisions: who you raise money from, how you run your business, and so on. Over the years—and I’ve been an entrepreneur for probably close to 40 years—I’ve discovered that every successful product has its timing and its soul.  You just have to let it come to fruition. Sometimes that means slowing down instead of rushing forward. For me, being deliberate about the end goal without having time constraints is a framework that’s always helped me. It’s not for everyone. Definitely not for the modern world, where VC money is trying to get you to grow very fast, and everybody competes based on how fast their revenue or customer base has grown.  But I find that this does not lead to lasting results in terms of impacting humanity and having a meaningful life—both for yourself and for everybody in the company. So that’s one framework. The other, which is also very simple, though not too many people execute it, is just: treat people like people. This means there’s no hierarchy in my company. I’m super proud to say that in my last company, I never had an employee leave. And that was over 15 years.  It’s because I treat people as people. Going back to the Latin origin of the word companion, companio, which means “to break bread together.” We are a band of people breaking bread together on a journey. That’s how it works. That means doing things that are not intuitive in business. For example, having no advance notice requirement for vacations. If you want to take a vacation, take it now. Giving responsibility to people and treating them well. Those are the two frameworks that I think have helped me. In addition, making decisions democratically, which is a very contentious thing in business. Okay.  So how do you do that?  There is always, ultimately, an arbiter, which is oftentimes me or some kind of board. But that means having a robust discussion around a topic without preconceived notions of what the end decision or result should be. Creating a culture where everybody can speak up, argue, and tell you they disagree with you. Having that freedom creates an intellectual environment where people really debate. Share on X   At the end, more often than not, the obvious decision emerges. It takes a long time, but the reality is that once a decision is made, everybody has bought into it, and it’s usually the right decision. So I don’t make wrong turns. Now, there are times when it’s a coin flip. There are two equally good—or equally bad—options, and somebody has to make the call. Then it falls to me. But for the most part, it’s democratic decision-making.  So how do you cultivate that? How do you foster it? How do you make sure people contribute to it?  I’ve had the luxury of starting a company from scratch. It’s a lot easier to do when you start from scratch because you establish the culture with the first hire. It’s a lot harder to change a culture and instill new values. For me, it's been

  3. Jul 31

    350: How to Outsource Your Back Office with Noah Hopton

    https://youtu.be/MqfXq8AZ3rA Noah Hopton, CEO and Founder of Finvisor, helps startups and growing businesses simplify operations by building integrated back-office teams that combine accounting, finance, payroll, HR, insurance, and technology. By combining experienced financial professionals with modern technology, Noah enables businesses to streamline operations, stay compliant, and focus on sustainable growth.  In this conversation, Noah introduces The Adjacent Extension Framework—Earn the Trust, Build the Relationship, Listen for Other Problems, Connect Other Specialists, and Empower the Team with Tech. He explains why proactive service creates lasting client relationships, how solving adjacent business challenges leads to sustainable growth, and why integrated back-office teams outperform disconnected vendors. Noah also shares how AI is reshaping finance operations by automating repetitive work, empowering finance professionals to focus on strategic decision-making, and helping businesses leverage technology to enhance—not replace—human expertise. — How to Outsource Your Back Office with Noah Hopton  Good day, listeners. Steve Preda here with the Management Blueprint Podcast, and my guest today is Noah Hopton, the CEO and Founder of Finvisor, helping seed and Series A companies that have outgrown spreadsheets and part-time bookkeepers but aren’t ready for a full-time finance team yet. Their job is to give you the financial clarity to make good decisions at every stage of growth. Noah, welcome to the show.  Yeah. Pleasure to be here, Steve.  Well, great to have you here, and I’m very curious about your career and your business and what you built here. I’m particularly curious about your personal ‘Why’ and how you manifest it in your business.  Personal ‘Why.’ That’s great. Well, I’ll be honest, I didn’t go in thinking I was going to be an accountant or run an accounting firm. You know, I studied accounting in school. Eventually, I thought I was going to probably be more in a kind of front-of-house sales relationship because I enjoyed the people part—making relationships and meeting people.  But I was very fortunate that I found the consulting, fractional CFO world, where I got to discover a love of problem-solving, creating relationships, and creating value for clients. For me, it was kind of this love of helping clients understand their business, helping clients understand what to think about around the corner, where it's not just being in-house with one set of books that you're closing. Share on X   When you’re at Finvisor, my day-to-day, at least when I started, was probably working with 10 to 12 clients a month and helping them understand, “Okay, how did they perform last month? Can they hire a certain number of people? And what’s the plan going forward?”  Yeah, I mean, that’s super helpful. I started life in accounting as well with KPMG, and what attracted me was to essentially have that language of business so that I would be able to understand how a business works and have this confidence of not flying blind, right? That’s really, really cool. So how did you evolve from a CFO into a founder? What was the trigger point for you?  So I was very fortunate. I actually was at a prior firm at one point when I started my career, and they were a little bit like the cobbler with bad shoes, where eventually they decided they had to close shop, and clients were going to be given notice. I, myself, was given notice saying, “Hey, in a week, you’re not going to have a job, Noah.” And so I was really given this moment in life, saying, “Hey, if I enjoy what I’ve been doing, do I think I could do it better than the firm I’d been at?  And do I want to make this leap into being a founder and starting a business?” And so my co-founder and I both talked to each other and said, “Look, we love our clients. We love what we’ve been trying to build. I think we just need to do a little bit of a refresh and restructuring of how this operates.” And so we started our own company. I was very lucky that I started with about, I had about 30 clients and a team of four on day one, which I think is unusual.  Most people in the accounting space start off as a one-person shop, trying to grow from one to two, and having to double their clients or double their size to get there. We were fortunate to have five team members and 30 clients on day one. Originally, our vision was just, “Hey, let’s help with the fractional CFO and the bookkeeping,” but that really evolved over time as we added additional services and really understood where our clients were having problems in their back office.  What are the areas where maybe the insurance brokers they’d been working with weren’t very hands-on and kind of came in once a year? Our clients were asking us, as their CFO, “Hey, can you help us select our health insurance?” And we’re like, “Well, we’re kind of doing the broker’s job. Why don’t we build out our own team?” So that was one of the first verticals we moved into and added by building an insurance brokerage. From there, we kept building, where now not only do you have your CFO and accountant helping you, but you also have them with the ability to go out to market, help you compare quotes, and help get your insurance in place. So you’re essentially expanding the array of virtual services that you’re providing, or fractional services that you’re providing, to your clients?  Correct. Yeah. We really try to own the full back office end to end because I think a lot of people deal with, “Okay, great, I have a bookkeeper, I have a tax accountant, I have an R&D tax provider,” and they’re dealing with four or five different vendors that don’t really communicate. The client is the person playing telephone between the two, and we’re like, “Wait, stop. Why is this the solution?” We should just build a different business where it’s all under the Finvisor umbrella.  It’s all full-time team members who are actually working together on behalf of the client, even if fractionally. Some of our clients only need five hours of a payroll specialist, but they need someone to own that role, and they need that person to be able to talk to their sales tax team because it’s like, “Oh, we hired someone in a new state. Is sales tax applicable there?” And connect those dots because, when you have these disconnected providers, you have a lot of things that can drop because they’re not in people’s field of view.  Yeah, I mean, it’s a great service. If you can get a competent team that will take care of your back office, then you can focus on figuring out message-market fit and then essentially scaling revenue. You don’t have to worry about it, and you don’t have to babysit inexperienced people that maybe you can afford to hire, but who would not be able to own the job.  Yeah, exactly. I mean, it’s kind of the, “Do you want to…” You know, I think at least when we started in 2014, there was more of a generalist bookkeeper. That’s kind of the typical solution people went with. Nothing against that, but it’s kind of nice to have dedicated specialists in the different back-office areas that you need. I mean, bookkeepers are great.  They’re usually not your best payroll and HR people. They’re not thinking about California final-paycheck laws, or whether you need to offer a 401(k) if you hire someone in California. Whereas, if you have someone whose entire job is payroll and HR, and you need Finvisor to help run your payroll, they’re going to be thinking about those edge cases and helping you along so that you can just build your business, get to the next milestone, and not worry about tripping yourself up because of compliance, taxes, or a lack of visibility in your reporting. Yeah, that’s great peace of mind. So this podcast is about frameworks, and I wonder, what is your framework? How do you help your clients, or how do you figure things out? What have you developed? We’re about 400 frameworks in, so I’m looking for something unique that helps you and is easy to explain—three to five steps maximum.  Yeah. I mean, one of the ones that comes to mind for us is what we’ve really called the Adjacent Extension Framework. So, first, do really good work and earn your client's trust in one area. Makes it easy for them to approach you. Share on X For us, it’s historically been accounting. People think, “Great, get my books put together.” But for us, it’s really about creating a relationship and earning the client’s trust.  Then, as step two, listen for the other problems they’re having. What are the adjacent problems they’re asking you to solve? And then for us, what we’ve really done is double down in those other areas by building specialists in those verticals. Once you’ve earned the client’s trust, if you’re doing their accounting and all of a sudden they’re struggling with invoicing or collections, you can say, “Hey, we can also help you with accounts receivable and collection efforts because we see your AR balance increasing on your financial statements.” At that point, they’re already thinking, “Great, I like working with this person.  Let’s give their team a try and help us solve another problem.” So, for us, it’s really been about finding those adjacent problems, building a team that specializes in them, and then connecting the client with the right expert. The last piece that’s really coming to market now is using technology to empower the team. Historically, a lot of our value came from having experts who could handle the edge cases or the gray areas between payroll, accounting, taxes, and sales tax. Now, with technology, you can also build the data infrastructure to highlight what’s happening for the client while helping guide the

  4. Jul 28

    349: Attract the Right A-Players with David B. Jones

    https://youtu.be/KUPg9BuYSaM David B. Jones, CEO and Partner of Mercer Assessments, is helping organizations attract the right A-Players by making labor markets more efficient through defensible human capital insights. By combining psychometric science, workforce analytics, and AI-enabled technology, David helps employers identify, develop, and retain the right talent while empowering people to discover careers where they can thrive and make meaningful contributions.  In this conversation, David introduces The R.E.A.P.E.R. Framework—Review the Situation, Explore Alternatives, Agree a Course of Action, Execute the Plan, and Refine the Approach. He explains why organizations should begin every challenge with a thorough situation review, how collaborative decision-making creates alignment before execution, and why continuous refinement drives long-term organizational success. David also discusses how AI is reshaping talent management, why organizations need real-time workforce insights instead of static reports, and how Mercer Assessments leverages technology while preserving the integrity and defensibility of human capital assessments. — Attract the Right A-Players with David B. Jones  Good day. Steve Preda here with the Management Blueprint Podcast. Today, my guest is David Jones, the CEO and partner of Mercer Assessments, focused on providing defensible human capital insights and foresight in the fields of talent acquisition, leadership development, and organizational productivity. David, welcome to the show.  Thank you, Steve. Great to be here.  Well, I’m excited to have you here, especially because you are the first guest—maybe not completely from the Middle East because we had a couple of guests from Israel—but definitely from Dubai, where you are. Maybe that is also impacting the answer that you’re going to give to my question. So here is my first question. What’s your personal ‘Why’, and how are you manifesting it in your business, Mercer Assessments?  Yeah. Well, I mean, I think obviously a lot of skills around resilience and being able to think about how you maintain your own personal well-being, but also the well-being of the workforce, is something which has come to the fore in the last couple of weeks, for sure, living in Dubai. But I think very much of my North Star—by educational background, I’m a labor market economist. Although I’ve worked in HR and talent management for pretty much all of my career, I think I’m always thinking about how to make markets more efficient.  I think the labor market, in some ways, and what it takes to become efficient, is very similar to a fish market, a stock market, or any other market that you can think of. What you need to be able to make the best decisions is really good data, really good up-to-date information, both on the supply side and on the demand side. Share on X I think a lot of what we do at Mercer Assessments, and a lot of what we do in talent management more generally, is really about trying to do that. Trying to help individuals understand what their strengths are.  Trying to match them to specific careers that will be more fulfilling for them in the long term and also help them be more productive for their employers. As well as helping employers understand what the important skills are for today and tomorrow, and how they can predict how people will perform in certain environments. So really trying to bring the supply side and demand side together. I think, notoriously, labor markets have very bad information.  Typically, most people get their career guidance from their parents or their grandparents, which can be great for aspiration but doesn’t always necessarily keep them up-to-date in terms of what’s happening in today’s workplace. So I think this is really my anchor, if you like, where a lot of what we do in our innovation, our technology, or our engagements with clients typically comes back to this point. Fundamentally, how do we make labor markets more efficient and more functional for all of the stakeholders?  Yeah, that’s fascinating. So would you say that if you are doing this well, then more people will feel fulfilled in the roles that they work in?  I mean, I think that’s definitely the aspiration, right? That’s definitely what you would hope to do. I think, as individuals, I’m sure we can all think of those really, really great days where you think that you nailed it at work, and you think that this is something where you can make a really specific contribution. It just feels good, and all those people around you have the benefit of that. It becomes something which is infectious for those around you.  I think it’s important for the economy on a macro level, right? I think if we are able to provide opportunities, provide career paths, and help people understand what their unique strengths are, then this is something which helps to promote productivity and positivity more generally, right? At the individual, team, family, and societal level, it affects all sorts of dimensions.  So maybe this is kind of a side question, but I’m really wondering, is this AI revolution, as we’re going through it, influencing your work, and is it changing the requirements of employers?  Yeah. I think we’re in a very interesting time. I mean, I’m not a futurologist. I’m not a prophet. I’m not somebody who makes these sorts of big predictions about the future. But I think the case for AI, to some extent, is still unproven in terms of what it’s actually delivered to date. I mean, I think there’s obviously a lot of investment. There’s a big impact on the environment. But I don’t think we’ve had something really groundbreaking discovered by AI at this point that’s new.  It seems to be quite backward-looking in many ways, based on ingesting data from all the novels that you have on your shelf and that I have on my shelf. Maybe they’re going to ingest this podcast in the future. I don’t know. It doesn’t seem that there’s been a unique breakthrough that humanity has not been able to, or would not be able to, achieve by itself. And yet, I think the promise and the anticipation of what AI can do is quite compelling, right?  I think the way that it is impacting the labor market especially… Ironically, it’s impacting probably software developers the most today. It’s interesting that a lot of people in white-collar fields, professionals maybe, are also feeling like it’s changing the way they’re working. So there’s a big debate, I think, about whether it’s going to be an augmentation or whether it’s going to be a replacement of some sorts of tasks. I think one thing you can say with certainty is that the concept of a job is definitely going to change. If you look at the roots of the word—the etymological roots of the word “job” in the English language—it literally means “a task” rather than a role as such. Yeah. So I think we’re going to get this greater atomization of people’s roles. What used to be bundled together as one job is now going to be much more atomized into specific skills, specific tasks.  The opportunity there is that we all get to do more of the things that we find more fulfilling and less of the repetitive, dangerous, or dull types of things that we have to do in our jobs sometimes. Share on X But I think it has some second-order impacts in terms of how people develop their careers and the competence and confidence that people, particularly when they’re junior in their jobs, need time to build—the ability to operate at a higher level. So I think we’re all going to have to be leaders in lots of ways, even leaders in our own work.  Yeah, I agree with you. That’s fascinating. So, David, let’s talk about the framework. What would be a framework? Think of something that allows you to be more effective in your job—something maybe that you personally discovered or that you and your colleagues developed. Something that helps you be more effective in creating those labor market matches, finding the right candidates, and assessing them. Something that you can describe in three, four, or five steps, or maybe three or four ways of looking at things. Anything that comes to mind?  So there are a few things. I did miss a few things because I think—I don’t know if you’ve heard the news. We’re recording this, and I think the British prime minister has just resigned today. This is, I think, our seventh prime minister in 10 years. I’m sure each one of those prime ministers had their own framework in terms of what they wanted from their political leadership and how they were going to operate in government.  So I think we’re definitely operating in a much more VUCA world, right? This mnemonic is about being volatile, uncertain, complex, and ambiguous. I think, to some extent, that means that having a framework has to be something that is constantly being amended, reviewed, and updated in many ways. A lot of what we do in assessment—we have very clear statistical frameworks where we look at particular behaviors or particular characteristics, and we try to make sure we measure them. But I thought maybe that was too detailed and too comprehensive.  So one of the things we do when engaging with our clients is that we have a sort of consulting approach. It’s like a cycle. We start by reviewing the situation, so it’s like a situation appraisal, if you like. We use this internally as well in Mercer Assessments. So we try to understand what’s happening, what’s going well, and what we’re concerned about—just trying to get any data or information that we can.  Then it's important, particularly with a team or with a client, to explore what the priorities are, what's important, and what is causing them the most thought or requiring the most energy to address. Share on X So reviewing, exploring,

  5. Jul 24

    348: Deliver Trust & Speed with Mailani Veney

    https://youtu.be/IQoIp4pY_bM Mailani Veney, CEO of Kana Systems, is driven by a mission to help people and organizations flourish through the aloha spirit by delivering trust and speed while transforming complex government data into actionable intelligence that empowers better decisions. By combining advanced AI-powered data solutions with a people-first culture rooted in trust, curiosity, and service, Mailani has built Kana Systems into a trusted defense technology company that helps government organizations solve mission-critical challenges faster while enabling employees, customers, and partners to thrive.  In this conversation, Mailani introduces The Aloha Way Framework—Know Who You Are & Why You Are The Prize, Aim for the Bullseye, and Co-Build with Speed. She explains why leaders must first understand their unique identity and value before attracting the right people and opportunities, how curiosity and empathy uncover customer needs while building lasting trust, and why collaborating with customers accelerates innovation and delivers measurable business outcomes. Mailani also shares how decades of service built the trusted reputation that led to government recruitment and enabled Kana Systems to transform siloed data into AI-powered solutions that strengthen long-term partnerships and dramatically improve operational efficiency. — Deliver Trust & Speed with Mailani Veney Good day. Steve Preda here with the Management Blueprint Podcast, and my guest today is Mailani Veney, the CEO of Kana Systems, a company changing the future of defense technology by transforming siloed, messy data into usable information to drive better insights for government customers. Mailani, welcome to the show. Aloha.  Aloha. You sent me a link this morning with the correct terms that I should be using for a Hawaiian native on the podcast, and I read the article. It was very long. But I figured that there are some terms that I may be able to use on this podcast as well. So thanks for doing that.  Yes, absolutely. So you have a very interesting background. You’re from Hawaii, but you studied in Central Europe, in Slovenia. You run a company in Nebraska, but right now you’re calling from Florida, so it’s a little bit confusing. So tell me, how did you fall into government contracting, and why not do it from Hawaii? So I actually was recruited by the largest customer in the world, our U.S. government, to help modernize technology, and it was in the area of nuclear weapons technology. So I actually didn’t choose this particular career path or this domain. I was running another technology company at the time, and our government found me and recruited me to help with this very important initiative. And this was pre-generative AI.  I had a platform that I was using in my other company to help small businesses make better decisions using data, and that was using machine learning and artificial intelligence. So I’ve since expanded the scope of what we’re doing across the department and spreading aloha spirit, which is helping others flourish. We help people be heroes at work. And when they do their work well, our country stays safe.  Wow. That is very cool. One of the terms that I noticed in your article was ʻohana.  Yes.  We’ve been staying in a beach house in Sandbridge Beach for the last few years called Ohana Bay, and we always thought it was something to do with Omaha Bay. I never thought it meant family, community, that kind of stuff. So that was super interesting. This is a super-secret project.  I don’t know if we are allowed to talk about it on the podcast. Your nuclear technology and machine learning, that’s probably highly confidential. So what I’d really like to ask you is, what is your personal ‘Why’, and how are you manifesting it in Kana Systems? Yes, and I want to relate this to the people who are watching. 348: Deliver Trust & Speed with Mailani Veney Share on X That’s how I was raised. That’s how my ʻohana is. That’s how I run my businesses. That’s how I serve. It’s that mentality. It’s that service above self, which is the Rotary motto. I’m a fervent Rotarian. That is really the ‘Why’.  But let me dive into that a little bit more. I’ve taught fitness for 30 years. I still do. I run a defense intelligence company that the U.S. government recruited me to build. People don’t expect those two things to go together, but to me, they’re the exact same job because what I’ve done my whole life is one thing. I find people, and I help them flourish. So in a fitness class, that’s obvious. I help them feel good about themselves and their health.  In the businesses that I’ve started, when I was a professor, when I was the president of one of the largest Rotary clubs in the world, doing good across the world and in our own local communities, all of those things. And then the most important job I’ve ever had, which is raising three children, two of whom now help me run this company. I never did that to build a reputation.  Although when I was a professor at the University of Nebraska and we got to meet with Warren Buffett—he’s a pretty successful businessman—one of his famous quotes is about reputation. But what he told us in person was, “Your reputation is really the only asset you have.” People who chase building a reputation rather than authentically building it up—I think that’s the big difference.  So for me, we build reputation, and I build my personal reputation by doing good for others over and over and over for years. Share on X So when the government, I get asked this question all the time: “How did they recruit you?” They went looking for someone to trust—an entrepreneur to trust—in a very specific domain. They researched. They found me. They found 30 years of that. I didn’t chase that largest customer.  They came to me because of the service. And I build a business the same way I build a strong body—not with one big move. You can’t do it in one big move. You show up day after day, and you do good reps for a very long time. So that’s my ‘Why’. And that’s what I do for the world, for my ʻohana, and just in life in general.  I love it. Very inspiring. It’s very reassuring. So thank you for having that ‘Why’. That’s very powerful. I didn’t realize that you got recruited because of your reputation. I mean, they say they hire people for who they are and then train them for the skills. That’s basically what they did, I guess, on a big scale when they recruited you. Yeah.  And I specifically… At first, when they recruited me and I was running another company, I was getting ready to be president of Rotary 14, and I told them no because I don’t like to do a job that I can’t do well. So then, for about six months, they impressed on me the importance of bringing in small businesses with innovation, speed, and a different outlook. They’re called non-traditionals.  Originally, when they said they wanted me because I was non-traditional, I was thinking, “Well, it’s because of my gender, my ethnicity, or my age. I don’t know.” And they said, “No, no. It’s that you have not had a cost-based contract with the government.” So “non-traditional” has a very specific meaning. The government is very smart in recognizing that, “Hey, we need to bring in those waves of new ideas and entrepreneurs.” That’s what they were looking for when they found me.  And my reputation, they told me, I said, “What is the reputation you’re hearing?” And they said they heard that I was a good person, that I had a really strong culture, and that I got really good results. That’s the reason they recruited me. The technology that I brought over is a byproduct of those things, but they didn’t recruit me just for the technology. Okay. So now I’m very, very curious about your system. I know that it’s based on your personal identity, your ethics, and all that stuff, but I love to turn things into systems. And you say that your secret sauce is finding people and helping them flourish. So how do you do that? Do you have a framework that you can share with me and with our audience about the steps to finding people and helping them flourish? Sure. So we have our own Kana Operating System, and it's something I highly encourage companies to do—to really spend the time and create their own operating system. Share on X It’s not one-size-fits-all. But within that Kana Operating System, we have a system called The Aloha Way. So ha is breath, and aloha is, of course, the way we say hello, goodbye, and greetings. But it’s also a time to exchange good energy and compassion.  So really spending the time on The Aloha Way to think about what that operating system is—all of it stems around our values. And this will tie back to what you’re asking me as far as recruiting. There are three steps in this. One, you have to know who you are and know that you’re the prize. I think this is an area… I’ve been an angel investor for 20 years. I’ve been in the entrepreneurship world for decades now. Those companies, founders, and entrepreneurs who don’t know who they are, don’t know why they’re the prize, and cannot articulate that are at a severe disadvantage. So that’s step number one.  Number two in The Aloha Way is Aim for the Bullseye. And I can tell you how I do that a little bit later. But it’s finding that bullseye because it’s a two-way street. This is never about pushing on somebody, pushing on a company, or pushing on someone you want to hire. So, Aim for the Bullseye. How do you know what’s in the bullseye? And then number three is Co-Building with Speed. That is really what we’rezon AWS and Microsoft.  We’ve literally had meetings this morning and yesterday where, again, they’re emphasizing how fast we work as a company—with good results an

  6. Jul 21

    347: Value What’s Hard to Value with Tom Milar

    https://youtu.be/L1wE2Koy7eQ Tomas Milar, Founder and CEO of Eqvista, is passionate about helping businesses value what’s hard to value by making private company valuations more accurate, transparent, and actionable. Through a product-first mindset and relentless innovation, Tomas has built Eqvista into a leading equity management and private market valuation platform serving more than 25,000 companies, helping founders, investors, and employees make better decisions with real-time company valuations. We explore Tomas Milar’s PrivateCo Valuation Framework: Industry Data, Private Data, Public Comparables, Client Data, and Audit Defensibility. Tomas explains why accurate private company valuations require combining multiple data sources instead of relying on static reports, how proprietary datasets and public market benchmarks improve pricing precision, and why audit-defensible valuations build confidence for fundraising, compliance, and M&A transactions. He also shares how a product-first approach has fueled Eqvista’s growth while advancing real-time valuations and expanding shareholder liquidity through controlled tender offers. — Value What’s Hard to Value with Tom Milar  Good day, dear listeners. Steve Preda here with the Management Blueprint Podcast, and my guest today is Tomas Milar, the founder and CEO of Eqvista, a leading equity management and private market valuation platform serving more than 25,000 companies. Tom, welcome to the show.  Steve, thank you so much for having me. Thank you.  Well, you’ve got a very interesting background and business. We talked before the show that both of us are from Europe, studied in different countries, and come from a financial background. So it’s very interesting. Out of the 350-plus guests I’ve had, I’ve never had someone with such a similar background.  Interesting. Thank you. Yes. I took every opportunity to study anywhere. One semester I studied at three different universities at the same time. So yes, I was taking exams left and right at different universities. It would be April in Finland, May in Turkey, and later June back in the Czech Republic.  That’s great.  In one week, I would really make that whole circle. Crazy times.  I heard about professors teaching at multiple universities, but students attending multiple universities… Maybe two at the same time in the same country.  But I had three.  Three in different countries? That’s completely crazy. I guess if you wanted to fast-track your career, get to Silicon Valley young, start a company, and already reach a modicum of success, you had to do that, right?  You know what? Or you drop out of school and do zero schools. That’s also an option. Now let’s be serious for a bit. For me, it wasn’t really about the education. For me, it was whether I could make it. So it was more of a challenge than an academic achievement. Yeah, it was a fun time back then. I would have a Tuesday exam in Turkey, then fly north. I would have to change clothes in Prague because in Finland I was only about 50 miles from the Polar Circle. It would still be winter there, so I’d pack winter clothes and then take an exam in Oulu, which is almost at the Polar Circle. Yeah. So from Istanbul to the Polar Circle. It was a fun time back then.  I saw it on your LinkedIn page—North Ostrobothnia—and I couldn’t imagine where that place was. So I actually Googled it, and the pictures were all ski slopes. I figured it had to be a cold place.  It was very cold. Yes. A lot of saunas.  Yeah, that’s lovely. Let’s get into the topics. One question I always ask my guests is: What is your personal why, and how are you manifesting it in your business?  You know, I learned the hard way that you never ask “why.” At least for me, after living in China. Things just happen. They just happen. Some people don’t really know certain things are possible until they make them possible. So from impossibility to possibility. It’s always interesting to see things happen without a rational reason. I don’t think it’s really about a why. I think it’s really about being naïve when you do things, just doing them, and figuring things out along the way.  Yeah. Well, I agree with you about naïveté. I believe it’s a great entrepreneurial trait because it allows you not to kill good ideas..  Yes, yes. …before they have a chance to develop. And Steve, the more you know about certain things, the less likely you are to start a business in that particular industry, right? Doctors never start hospitals. Bankers never start banks or neobanks because they understand how difficult it is. So that naïveté—to be foolish and hungry—it really works. Yeah. Actually, that’s what works for me. Again, I never thought about business ideas in terms of why I should be doing them. Let me ask you this instead.  What energizes you about running Eqvista?  I think it comes in different phases. Right now, we’re going to launch a controlled tender offer. For those who don’t know what that is, when you issue stock to employees or investors, you can get it back. We don’t really like the term “buy it back,” but that’s essentially what happens. Once you issue options or stock, you can actually buy it back and redistribute those same shares to different investors or shareholders. That’s our new product. We have a very big challenge in front of us, and it’s how to price stock.  We perform valuations on over $8 billion of client assets every month. We’re one of the largest equity valuation platforms on the market. That’s actually what energizes me. Not really the number, but how hard it is to become number one and what drives innovation. Because if you want to be number one at anything, you need to innovate. What we've actually fixed is the report. When you issue stock, you need to have a stock price. Share on X   That stock price reflects the market, how the company is doing, and the different funding rounds. Usually, you find that stock price in a report. It’s a PDF—40 to 60 pages. By the time you receive the report, the valuation is already outdated. One month. Two months. Three, four, five, even six months. In 2026, startups move so fast that in six months some companies grow exponentially. Yeah.  I saw your LinkedIn post about SpaceX. There was an April 2026 valuation of $1.6 trillion. Then you posted again four days ago, showing it was over $2.6 trillion. That’s more than a 40% increase in just two months for one of the most valuable companies in the world. Yeah. How does that happen?  Particularly for SpaceX, there are multiple factors. There’s definitely hype, no doubt about it, because 95 times revenue—that’s ridiculous, right? For a publicly traded company, we usually see six or seven times revenue. That’s probably the best multiple. But 95 times revenue—that’s unheard of. How does that happen? There are multiple reasons, right? One of them is innovation. Another is that SpaceX is the only company actually launching spacecraft into orbit.  And yeah, obviously, there’s the Elon Musk factor. If you look at the space economy, whatever we’re doing on Earth, we’ll be doing the same things in space, right? So looking at SpaceX as a bridge between the dream of space and practically mirroring what we do here on Earth, I think that’s a great analogy.  For us, it's a really nice demonstration of how any company going public should have a real-time valuation. Share on X It doesn’t have to be publicly available. You can choose. Again, think about how Merrill Lynch—I think it was Merrill Lynch and Bank of America—helped with the roadshow and all the due diligence and documents. I can’t even understand how they modeled the valuation one time. They probably had to do that every three days.  But if they had a real-time valuation, they could clearly understand what was happening in the market. So, going back to your original question about what excites me, this is exciting because we built the largest valuation model on the market. Currently, without SpaceX—because SpaceX would take up half of the benchmark—we constantly value over $4 trillion in assets.  Okay. So let’s talk about this because, in my time at my investment banking firm, we had a valuation practice, and we offered six different types of valuations. But really, we just wanted to have an enchilada process where we would have EVA valuations, multiples, private and public comparables, DCF, and all that stuff. But I’m really wondering because, when you’re valuing small private companies, you’ve got all these liquidity discounts, marketability discounts, ownership discounts, all these discounts.  So it kind of boggles my mind how you guys can value all these startups, which may not even have revenue and may be very early-stage. Because this podcast is about frameworks, I’d like you to share with us—with me and the listeners—a framework that simplifies this whole valuation. What are the major elements? If you had to constrain yourself to five major elements of your valuation, what would they be?  Yeah, I can definitely help with that. Obviously, the first one is the industry, right? The industry. We have our models and datasets that we’ve acquired over the years. We have valued $400 billion in client assets manually. Okay. Manually. Even before AI, we were using AI, right? So we really tested the models. We really worked on what works and what doesn’t. That’s one element. It’s the dataset.  Obviously, public comparables. We have incredible models for choosing and picking the right companies, right? There are 4,000 publicly traded companies on the market. That’s a very important dataset. Then we have data taken directly from clients. That’s also very important. The data actually reflects the reality of the company. Obviously, you can estimate, b

  7. Jul 17

    346: 4 Steps to Creating Equity Value with Matt Andersen

    https://youtu.be/RI_6ZvdjVuE Matt Andersen, CEO of Westlake Securities, LLC, is driven by a mission to create value that changes lives by helping business owners follow the 4 Steps to Creating Equity Value, intentionally grow their companies, maximize enterprise value, and achieve successful liquidity events. Through strategic planning, disciplined execution, and a purpose-driven approach, Matt has helped companies achieve significant growth while empowering entrepreneurs to build businesses that create lasting financial and personal impact. We explore Matt Andersen’s Reverse Engineer Your Outcomes Framework — Define Your Financial Goal and Timeframe, Design a First 100-Day Plan, Build an Annual Plan, and Adjust and Reset Quarterly. Matt explains why business owners should reverse-engineer their desired financial outcome before creating a growth strategy, how a focused 100-day plan builds early momentum and accountability, and why quarterly adjustments keep organizations on track toward long-term goals. He also discusses how thought leadership, educational content, internship programs, and AI-powered client experiences have fueled Westlake Securities’ growth while helping entrepreneurs achieve private equity-like results without giving up ownership of their businesses. — 4 Steps to Creating Equity Value with Matt Andersen  Good day. Steve Preda here with the Management Blueprint Podcast, and my guest today is Matt Andersen, the CEO of Westlake Securities, LLC, the number one lower middle-market investment bank in Central Texas, focused on advising companies seeking to intentionally grow or obtain liquidity. He’s also the author of Intentional Growth, as you can see behind him on the screen. Matt, welcome to the show.  Hey, Steve. Thanks so much for having me. I’m super excited to be joining you on today’s show.  Yeah. I love the title of the book and the cover. This is exactly what you want to do with companies, right? You intentionally want to grow them, and then you want to grow their value and create great exits, which I’m sure you have a lot to tell us about. Yeah, that’s exactly right. Our business model… Taking a quick step back, I’m CEO of Westlake Securities, as you mentioned, a lower middle-market investment bank. A lot of the companies we work with, we’re really helping them grow. That’s about half our business. The other half of our business is folks who, once they’ve grown and achieved a certain position or value in the organization and have gotten to a certain point in their career, might want to start thinking about liquidity, or maybe an ultimate exit plan for liquidity—not just for their financial tie-up in the business, but also for their time. So that’s the other half of what we do. We help people think through that next step.  Yeah, because you need both, right? If you have a lot of money but no time to enjoy it, that’s not really good. If you have a lot of time but no money, that’s not good either. So you need both.  That’s right. So yeah, the business fits really, really well. For a lot of our folks, we’re with them on very long-term journeys. In some instances, it’s been six, seven, eight, nine, even 10 years for them to grow the organization to a value that’s truly exciting for them, and then help them think about how best to monetize that once the organization has hit a goal based on size and time. Okay. That’s fascinating. So let me take a step back and ask you: what is your personal why, and how are you manifesting it in this business?  Yeah, that’s a great question. I think about it this way. A lot of companies have mission and vision statements. We actually do something a little different. We have a purpose statement. That purpose statement is: We create value that changes lives. Share on X At this point in my career, if you define careers as you would maybe a sporting event, I’m probably in the third quarter of my career.  One of the things that gets me excited every day is a transaction, for instance, that we had about two weeks ago. There were about eight people who had a truly life-changing experience in a positive way. That’s really neat. In addition to those eight people, there was a group of four people who became shareholders for the first time in this organization. It was really neat. Those sorts of conversations are really fun to have. So creating value that changes lives is really important. We tend to think about that holistically too. For our team, we've been fairly blessed with growth. Share on X   Then, if you think about the full cycle back to the community, we typically pick one charitable organization each year, and we try to make an impactful donation to that one charitable organization. So I think, from client to team to community, that holistic vision is what gets me skipping into work every day.  Yeah. I mean, if you can change your clients’ lives and you change your team members’ lives for the better, that’s very powerful. That’s very empowering. Yeah. And then to see that roll through the community is even… Yeah, it’s pretty neat. It’s pretty neat to see.  So that’s the third leg of the stool: the clients, the team, and your community.  That’s right. You’re really embedded in there. My question is, how do you do that? Do you have a framework for changing these lives? Obviously, you wrote a book, so maybe it’s the spine of the book that you might share with us, or maybe another framework. This podcast is all about frameworks.  So what is a three- to five-step process, or maybe three or four ways to look at something, that informs you or your clients? Or it can be anything that helps you streamline things in your business and make things simpler, which our listeners might benefit from and interpret in their own way.  Yeah. I’m a big framework fan, which is part of the reason I was excited to join the podcast, because I think about things that way. Especially if you figure out what works over time, the goal is to replicate that. Just like a manufacturing facility figures out how to make everything from a microchip to a pair of shoes, and they keep doing the same thing repetitively, I think frameworks in business, if they’re given enough flexibility, can be hugely powerful.  I’ve written two books. Completing the Deal is my first book. “Intentional Growth” is my second book. Intentional Growth is really about organizational growth, and the book is full of great frameworks. Share on X But if I were to share the one I believe is the most impactful—and it’s also fairly simple—it would be this: Reverse-engineer your desired outcome upfront.  So often, businesses we come into contact with know they want to grow. They know they want to achieve certain things. But oftentimes, they haven’t done a great job of defining two things: The timeframe they want to do it in, and the level of achievement they want to get to. One of the things we tend to see in business is that people will make a budget, for instance. They’re going to pull in a sales backlog and a CRM report. A customer did X last year, so we’ll just add 4%, and they’ll do Y this year.  We’ll hire a couple of people. That can be a way to budget. But I think the better way to approach budgeting is, once you’ve reverse-engineered the course, to say, “Over the next five years, we’re going to get from here to here.” Then really think about that as a stair-step process, almost like the path behind me. If we need to go from here to here, year over year, how do we actually grab that growth out of the marketplace? How do we make sure that we’re on the right path?  One of the things we spend a lot of time on with companies we're helping grow is this reverse engineering. Share on X It’s a great framework. There’s a lot about it in the book. A couple of really important takeaways, probably the most important one I can share is the timeframe. What we’ve found is that three to seven years is the best timeframe. Anything less than three years starts to feel like there’s not enough time to actually see the seeds you’ve planted bear fruit. Anything longer than seven years…  Well, Steve, seven years is just a long time. It’s hard to predict cycles and things of that nature. By default, absent another driving force, we tend to think in five-year increments. Kind of split the difference. Five years. The other framework we really focus on is picking a financial destination that’s truly impactful. A lot of times, when people think about the stress of business growth, part of the reason it’s stressful instead of exciting is because they’re worried about growing 8% to 10%, or maybe 12%. That’s good growth. It’s nice.  But it’s not exciting. To me, that feels more like a burden than excitement. If you went into your business planning thinking, “Over the next five years, we’re really going to 3X the size of the business, 4X the size of the business, maybe even 5X the size of the business…” Then, in order to achieve that, we need to hit Y growth over the next 12 months.  That really reshapes what might otherwise be a stressful scenario based on anecdotes into something much more exciting and engaging. Those are the two main frameworks: Time and a financial outcome that would truly be exciting. That’s the premise the book starts with, and it’s something we use all the time, every day.  So that’s interesting. If I were to translate it into a three- to five-step framework or process, what’s step number one? Is it defining the financial destination, or is it the timeframe?  So, number one, those two things are probably going to go together. Timeframe and financial outcome. From a framework perspective, first we’re going to set that destination. Then we’re going to move into the other pieces. Step two is likely going to be creating

  8. Jul 14

    345: Tap Into the Growth of Your People with Robin Dimond

    https://youtu.be/31XywTpVWJ4 Robin Dimond, Founder and CEO of Fifth & Cor, is helping organizations tap into the growth of their people by developing future leaders, fostering meaningful relationships, and creating a culture where employees and clients grow together. Through a collaborative agency model built on trust, innovation, and continuous learning, Robin empowers organizations to adapt quickly while creating lasting success. In this conversation, Robin introduces her Grow Your People’s Lives in 5 Ways Framework—Health, Wealth, Spirituality, Friends & Family, and Mental Health. She explains why investing in the whole person creates stronger leaders, how requiring employees to train their replacements builds a sustainable leadership pipeline, and why every client engagement begins with a discovery process and strategic blueprint. Robin also explains how fostering innovation, embracing AI as a tool rather than a replacement for human judgment, and remaining agile help organizations thrive in today’s rapidly evolving business landscape. — Tap Into the Growth of Your People with Robin Dimond  Good day. Steve Preda here with the Management Blueprint, and today my guest is Robin Dimond, the Founder and CEO of Fifth & Cor, a marketing and innovation company harnessing the best tools to support brands, consumers, and communities. Robin, welcome to the show.  Thank you so much for having me, Steve. I appreciate it.  Well, it’s exciting to have you, and we already have some things in common that might or might not come up in the conversation. But what I’d like to ask you, which is kind of my favorite question on this show, is: What is your personal ‘Why’, and how are you manifesting it in Fifth & Cor? I think my personal why—I know what it is. My personal ‘Why’ is my legacy. And because I do not have children of my own, I get the great pleasure of being able to touch so many lives through employees, clients, and partners. So I get to live my ‘Why’ out every day. And I’m a little bit different than most CEOs. I’m looking for the next CEO to replace me. So I go in with the mindset of, “One of you will take my job one day,” and it makes me super happy. That’s my ‘Why’.  Wow. So what do you want to be when you grow up?  What I want to be when I grow up? Technically, I’d like to be the janitor. I believe in cleaning up the messes that are left, and I love that. I love the difficult clients. I love the difficult situations. And I think I’ll step down one day and be the support for somebody who’s currently on my team or the next person to join my team.  Wow. That is awesome. So you want to focus on the message as opposed to running the day-to-day, because that’s where your interests life and where you’re building your legacy.  Yes, I think that is. They call it a Chief Heart Officer in some places. It’s that person who makes sure that the message of the company, what it’s built on, and its foundation are seen all the way through. And that’s the part I love.  Yeah. So you’re a real visionary.  Yes.  So we’ll talk more about your vision, but what I want to ask you about is this podcast is really about frameworks. What we’re trying to do here is find unique frameworks, processes, structures, or ways of looking at the world that CEOs have come up with that could help audience members think about business through a different lens. So is there anything that comes to mind along those lines?  What we found that really works for us is when meeting somebody, we talk to them. Then we do a discovery to figure out if we're aligned, and we find that to be very helpful Share on X whether it’s with people, partnerships, or clients. So that discovery process, to make sure we’re all on the same page, is so important. From there, we build out a blueprint for them, and then we present the blueprint as if we were the ones running the business. We want to make sure that we’re answering those questions.  We make sure that we’re doing that, and then we have checkpoints. So we sit with a blueprint, saying, “Okay, over the next 30, 60, and 90 days, what are our processes?” The thing that we do differently than most companies is you don’t get an account executive when you come to us. You get a team of people, and you’ll see all their faces all the time. So there is no miscommunication. If you hire us, you get a team. You’ll get a director who’s overseeing your strategy.  You’ll get a coordinator who’s on top of trends. You’ll get a public relations person. And you’ll get a project manager who oversees—we call them our handlers—because they oversee the project all the way through. It has made us successful, and it’s made our clients super successful.  I love it. Especially the blueprint part of it, because it kind of chimes with the framework. So is this your blueprint? How is it unique?  It is, because everyone told us, when you look at agencies or agency models—and we try not to refer to ourselves as that—an agency model will have one account executive, and that person goes back—I call them the man behind the curtain—because they go back and talk to everyone.  What we do is say, “Hey, you’ve hired us, and you’ve hired experts.” We put all of them copied on every email, on every call, working on strategy with your team. And that’s why some of our results are 10,000% growth on your platforms in only 90 days, because we can all work together as a team.  Wow. So that’s very interesting because it’s not an easy thing to pull off—  Nope. To have so many people work together. But maybe that’s the secret sauce here.  The secret sauce is you can’t even get promoted at this company if you don’t hire your replacement. So if you haven’t trained someone behind you, don’t come and ask me for a raise. Don’t ask for a promotion. You should come and say, “Hey, Morgan’s ready to move into my spot. This is how I got her here. I’m ready now to be promoted to the next role.” So we are building tiny leaders behind us who are building teams.  That’s such music to my ears. Yes, I mean, it’s all about leaders building a company, right?  Yes. I totally agree with that. So how do you do that? How do you even do that? Does it mean that any subject matter expert you hire has to be a leader first and foremost? You can’t have someone who just wants to be a specialist stay a specialist?  So I say, “If you’re not growing, you’re dying.” So it should be in some way. It starts in the interview process, and I think this is where a lot of CEOs miss. In the interview process, we start with those questions. Where do you see yourself? Who are the five people you surround yourself with? What do you bring to the table? Asking those very open-ended questions.  Where do you see yourself going? Some people are so honest, Steve. I’d love to bring you on interviews because they’re so honest. They’re like, “Oh, I want to go to law school.” I’m like, “Great. So your time here is going to be short. It’s going to be the next year. What are you going to do in that next year?” “I’m going to help you with contracts.” “Perfect. Okay, let’s get your portfolio looking better so you can go on to the next thing.”  Sometimes we’ll get a subject matter expert who is hyper-focused on public relations, but they say, “I want to be a creative director.” “Okay, great. So during your time here, what are you going to learn? What courses can we invest in you? What trips can we take you on?” So we work with people who have a growth plan of their own and are willing to be agile. That starts at the bottom and moves toward the top. Share on X   That’s genius. Working with people who have a growth plan. Because ultimately, if they don’t have a growth plan, then most likely they’re not going to grow, because you can’t just grow without a plan, right? If you don’t have a vision for growth, it’s not going to happen. Does it mean you’re flexible enough to adapt, to some degree, to these people with a growth plan so that you can share in the fruits of their growth?  Absolutely. We have people start in one section. So we have operations, growth, and delivery. We’ll have someone start in delivery and see that they’re so good at operations that we’ll move them, and then backfill their role. So we have people who move horizontally as well as vertically into different groups. I think that’s the part where you have to be open with your team. You have to say, “Hey, Steve, you’re not that great at creative.  You know that.” And you’re like, “Yes.” And I’m like, “But you are so amazing at operations. Let’s move you over there.” Or, “Steve, you’re such a great thought leader, and I’ve wanted to start a podcast. I’d like to bring you in. Let’s backfill your other role that you started with at our company.” So it’s having that open dialogue from day one and having the team be able to recognize where they’re strong and where they need to move.  I love it. Love it. So what are the challenges with this model?  So many. When I first started, I think I saw what was not working. Before, for you to get ahead, you had to… I spent my time in New York. You had to outpace that person. You had to kind of put the other person down so that you could get promoted. And I saw some negatives in that. This, I would say, is about being transparent and being vulnerable.  It’s also admitting where my mistakes lie or where my weaknesses are. I have dyslexia, so I should never proofread anything for anyone, truthfully. So it’s about being vulnerable. Sometimes that leads to not the greatest people coming into your company because you’re putting yourself out there with that vulnerability. But for every bad apple, there are 20 great

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Interviews with CEOs and Entrepreneurs about the frameworks they are using to build and scale their businesses.

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