Move Swiftly: Educating Business Owners on Innovative Teamwork

Aswand Cruickshank
Move Swiftly: Educating Business Owners on Innovative Teamwork

Educating Business Owners on Innovative Teamwork

  1. HACE 51 MIN

    Summit CFP Heather Parsons

    Meet Heather Parsons, the visionary Founder and Chief Executive Officer of Summit CFO—a fractional CFO firm based in Nashville, Tennessee, designed to bring the strategic, results-oriented mindset of the C-suite to everyday entrepreneurs. With more than a decade of experience spanning business operations, corporate accounting, and leadership roles in major accounting firms and Fortune 100 companies, Heather knows what it takes to manage complex finances—often overseeing annual spending of over $200 million. Inspired by her own success running a thriving real estate investment business, Heather set out to equip small-business owners with the same high-level financial acumen long reserved for larger enterprises. Summit CFO offers custom-built strategies for everything from cash-flow optimization and regional expansion to workforce growth and long-term stability, helping entrepreneurs sidestep common pitfalls and transform million-dollar ideas into multi-million-dollar realities. An Air Force veteran and rural small-town native, Heather pairs her rigorous discipline with a no-nonsense, down-to-earth approach. Backed by Master’s degrees in Accounting and Business Administration, she brings a unique blend of expertise, relatability, and a love for the outdoors. Heather’s ultimate mission is to empower business owners to reach their full potential through informed decision-making and rock-solid financial guidance. https://www.linkedin.com/in/heather-parsons-cfo/

    23 min
  2. HACE 6 DÍAS

    SixthDivision Brad Martineau

    Brad Martineau is a seasoned entrepreneur with over 14 years of experience helping small businesses thrive. Known for his ability to distill complexity into actionable steps, he excels at making challenging concepts easy to understand. As the sixth employee at Infusionsoft, Brad was instrumental in shaping the marketing automation space for small businesses, turning abstract theory into practical, results-driven solutions. Building on that foundation, Brad founded SixthDivision, a company devoted to coaching, training, and providing done-for-you services for business owners navigating the world of marketing automation. Under Brad’s leadership, SixthDivision has created a system that seamlessly delivers fully qualified prospects—people who already know who you are, understand your offerings, and are ready to engage. This predictable, repeatable model removes guesswork, stress, and unnecessary friction from the sales process. On the Move Swiftly Podcast, Brad will discuss: Simplifying the Complex: How to break down advanced marketing automation and sales strategies into clear, manageable steps. Predictable Lead Generation: Proven methods for attracting prospects who are primed to do business with you—without endless trial and error. Sales Without the Stress: Insider tactics to create a repeatable, scalable selling system that supports consultants, coaches, speakers, and anyone else who sells person-to-person. https://www.sixthdivision.com https://www.linkedin.com/in/bradmartineau/

    57 min
  3. 20 DIC

    Hire Smarter With Anne & Mark Lackey

    Anne Lackey thrives on creating and managing successful businesses—and she’s been doing it alongside her husband and business partner, Mark Lackey, for over two decades. Together, they’ve founded and operated multiple ventures, generating over $20 million in revenue for their service-based companies in the last two years alone. Throughout their extensive career coaching hundreds of CEOs and executives, they identified three pervasive challenges: owner overwhelm, high staff turnover, and poor customer service/follow-up. Drawing on their own hands-on experience, Anne and Mark are adept at sharing actionable solutions to these problems in as little as 20–60 minutes, often helping organizations see measurable results in under 30 days. Their story began in 1999, when both were working traditional corporate jobs. They took a bold leap into real estate investing, purchasing four rental homes in their first month—properties they still own today. Fast-forward to the present, and their portfolio now includes nearly 40 residential and a dozen commercial investments. The Lackeys continually “level up” their holdings, all while running multiple thriving businesses. Over the years, they’ve coached and trained hundreds of investors and business owners across the U.S. and Canada. Their expertise in customer service, real estate, property management, sales, marketing, and entrepreneurship has earned them speaking engagements at local and national events, as well as interviews on radio shows and podcasts. They’ve authored seven books—three of which hit bestseller status within hours—and developed multiple training modules designed to help other entrepreneurs scale and succeed. Their most recent venture, HireSmart Virtual Employees, reflects their commitment to working smarter, not harder. This company provides top-notch virtual staffing solutions, enabling businesses to grow without overstretching their in-house resources. On the Move Swiftly Podcast, Anne and Mark will discuss: -Solving Core Business Challenges Quickly: Proven strategies for tackling owner overwhelm, reducing staff turnover, and elevating customer service. -Scaling with Ease: How leveraging virtual employees and streamlining operations can help you achieve sustainable, predictable growth. -Insights from the Field: Lessons learned through decades of real estate investing, property management, and business ownership—combined to help others chart their path to long-term success. https://hiresmartvirtualemployees.com https://www.linkedin.com/in/annelackey/

    51 min
4.9
de 5
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