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. 2d ago

    363: Simplify Your Tech Environment with Denis O’Shea

    https://youtu.be/1xVHNhjP1AY Denis O’Shea, Founder of Mobile Mentor, helps organizations pursue a clear goal to simplify your tech environment while strengthening security and empowering employees to remain productive. Driven by the joy of learning and intellectual adventure, Denis left a 15-year career at Nokia to build a company that learns about emerging technologies, translates them into business outcomes, and mentors customers through change. In this conversation, Denis introduces The Tech Stack Streamlining Framework: Understand Current Tech Stack, Assess Capacity for Change, Benchmark to Peers, Build the Roadmap, and Deliver Simplified Tech Stack. He explains how immersing his team in a customer’s environment, asking thoughtful questions, and benchmarking the organization against its peers can reveal a clear path toward a simpler technology stack. Denis also discusses Mobile Mentor’s fast-growing mentoring service, how its Microsoft partnership transformed the business, the challenge of finding technology professionals who are natural mentors, and why people must remain responsible for the quality and accuracy of everything they produce with AI. — Simplify Your Tech Environment with Denis O’Shea  Good day, dear listeners. Steve Preda here, Management Blueprint Podcast. And today my guest is Denis O’Shea, the Founder of Mobile Mentor, a technology service provider helping thousands of clients find and maintain the right balance, securing devices, protecting data, and empowering people to be productive. Mobile Mentor is also a five-time Microsoft award winner. So Denis, welcome back to the show.  Thank you, Steve. Thank you for having me back. And I have to say, you look fantastic. You’re aging gracefully, and I hope I’m doing the same.  Well, unfortunately, my barber is on vacation, so I couldn’t visit him last week. But it’s great to have you back on the show, and we couldn’t agree whether it was two or four years ago that you were here. Anyhow, it’s great to have you back, and I’ve got some questions for you that I’m curious about. And first and foremost, the question is, what is your personal Why, and how are you manifesting it in your Mobile Mentor business?  My personal Why is probably learning. And I think the reason I went into business in the first place was to learn and grow as an individual. It certainly wasn’t money. I expect money as an outcome from the process, but I didn’t go into it for money. It was really to learn, and the trigger for me was I did an executive education program in Switzerland. I was living there for a few years, and that blew my mind. That just exploded my mind when I started learning all about mergers, acquisitions, turnarounds, management buyouts, all these different ways of growing a business that were nonlinear.  And that motivated me to go on and do an MBA, and that then motivated me to leave my employer, who was a great company. I was working for Nokia for 15 years. They were amazing, but I decided to leave them and go out and embrace all this nonlinear stuff and found a company from scratch. And one day I thought maybe I’ll do a spin-out, or maybe I’ll do an acquisition, and I’ll do all these different things. And it was purely for the joy of learning and the intellectual adventure. So I think that’s my Why. It’s learning.  Yeah. Well, learning is great, and it’s a big driver of businesses when they are able to learn, especially in today’s age. So tell me a little bit about how Mobile Mentor is reflecting this way of learning. Is it a learning organization, and in what way is it?  Oh, that’s an interesting question, Steve. I would hope we are a learning organization. Something I’ve been saying to my kids and my staff for years is, “We’re a learning species. We can learn anything we put our minds to.” And so I would hope we are a learning organization. And the word “mentor” plays a huge part in not just our brand, but how we work. So we’re a technology service company. We’re always unpacking the latest technology and helping customers figure out what to do with it and how to extract value from it.  So I would hope that we’re good at learning what the technology can do and then translating that into outcomes for customers and helping people unlock the full potential of the technology they’ve just purchased. And when we started 22 years ago, we were focused on mobile devices. That’s why the company’s called Mobile Mentor. Nowadays, it’s mainly AI and security and all that. And by the way, we’re going through a rebrand. The company’s just going to be called Mentor going forward. Just Mentor. So that we can work with all technology, so we remove any association with that small device where we started 22 years ago. So I think we are very good at learning, internalizing the new technology, and then translating that into business outcomes for our customers.  Yeah.  That’s what I feel like our core skill is.  Yeah. And I love this concept of mentoring because essentially it’s not about teaching people, it’s about helping people discover how to be great. And if you can do that, that’s amazing. So that brings me to the next question, which is about frameworks. So this, as you know, this podcast is about frameworks, and what I’m curious about is, what’s a framework that has helped you grow this company, build this company, or help your clients or mentor your clients? Maybe it’s a mentoring framework. Maybe it’s a technology framework. So something that comes to mind that can be explained in three to five steps to our listeners.  Sure. We have a really strong framework at the front end of our sales process. It’s an assessment and roadmap we do for customers. And it’s something that’s on our website. It has a price point, so it’s got a value, but we choose to give it away for free when we get a strong, well-qualified opportunity, or when we have a channel partner bring us a strong lead. We will use this assessment and roadmap process to build a vision for the customer. And the way we do it, we’ve got a good framework for this.  We go through an assessment. So we tell the customer, “We’re going to have a look at your environment holistically and get a really good understanding of the technology stack you have today, all the different technologies you’re using, and also get a good understanding of your organization’s capability and capacity for change, and how you embrace change, how you make change happen. “And we’re going to show you how you compare to a whole bunch of other organizations.” I think we’ve done 174, 175 of these in the last maybe three years. And so we show the customer how they compare to others in their industry and also against others roughly their same size. And then, most importantly, we build out a roadmap, and we show them, “Here’s how you can potentially go from where you are today with today’s technology stack,” which is usually very busy, it’s usually a long list of technologies, “to a much simpler technology stack in the future if they’re willing to consolidate on one or two platforms and do all the possible integrations, automations, and simplifications so that they’re extracting much more value from one or two platforms, like Microsoft, than having a whole colorful mix of different technology vendors.”  So we’ll say, “Here’s a journey you could go on,” and then we describe it in vivid detail, showing all the different parts and how they would go passwordless, how they would automate setting up new employees and all the technology they need, how they would automate all their patching and security, how they would embrace AI into their operations, how they would use AI for productivity improvements, and kind of show this technology journey. That process, or that framework, of doing an assessment, and it covers 120 different topics. So we do the assessment, the comparison, the roadmap.  We find that to be extremely powerful because customers will look at that, and they’ll look at the destination and say, “Right. We want to be there. We want to get that outcome,” and then they’re buying off us. We’re not selling to them. They’re basically saying, “Okay. We want to get there. How do we do it? Help us. How can you come in and help us do it?” So the narrative flips from us being a sales organization to then being a mentor and helping the customer figure out how to get there.  And of course, we want to sell services, and we want to sell long-term contracts to say, “Yes, we can take you from here to there, and it’s a three-year engagement to do all those changes.” So that’s what we want. But the customer is buying it off us because they’ve bought into the destination.  Yeah. And that’s the modern buyer’s journey, right? They research you. Before even they come to you, they want to listen to you because you might have something for them. So I love this framework. So what I noted down was step number one, understand the technology stack that they have. Step number two, assess their ability to manage change or to handle change.  Yeah.  Then you benchmark them to others in their industry or in their peer group. Then you build the roadmap, and then you show them the simplified end state, the simplified tech stack.  Correct. Correct. And then we give them options around how we can help them to get there. Usually, there’s three options. And we say, “Well, what style of engagement works best for you? How would you like us to work with you?” And then it becomes a very comfortable, easy sales process from there, and it becomes easy because we’ve done all the listening.  So when we do the assessment and we cover 120 topics, we do 60 questions in 60 minutes. So it’s two one-hour sessions. And we call it our “friendly interrogation.”

  2. 5d ago

    362: Turn Disabilities into Unique Abilities with Dave Goyal

    https://youtu.be/35oNXqlEVf4 Dave Goyal, Founder and CEO of Think AI Corporation, is driven to Turn Disabilities into Unique Abilities by using technology to empower disabled entrepreneurs and help businesses unlock the value of their data. After contracting polio as an infant, Dave transformed physical limitations and early adversity into a passion for solving business problems, building companies, and giving back to society. Through Think AI, he helps manufacturing and healthcare leaders use data and AI to generate real-time insights, improve productivity, reduce costs, and create new opportunities for growth. In this conversation, Dave introduces The 3G AI Augmentation Framework—Gap: Where are we losing time, quality, ability, or capacity? Grow: Apply AI to augment people and improve that work. Glow: Institutionalize the solution so humans and AI collaborate effectively. Dave also shares how his private second brain and AI executive agents save him up to 80 hours per month, why human control and security must remain central to AI adoption, and how authority, trust, people, customers, and culture drive business growth. He also discusses his book, Real-Time Business Intelligence Mastery, and his vision for creating a venture studio for disabled entrepreneurs. — Turn Disabilities into Unique Abilities with Dave Goyal  Good day. Steve Preda here with The Management Blueprint. And today my guest is Dave Goyal, the founder and CEO of Think AI Corporation, which helps CTOs and CIOs in manufacturing and healthcare turn siloed data into real-time insights and automation, creating reduced downtime, increased efficiency, and going from weeks to days in project launches. Dave, welcome to the show.  Thank you for having me, Steve.  Well, I’m really curious to learn about you and your company, Think AI Corporation, but first I’d like to ask you about your personal why and how you are manifesting it in your business.  So thank you again, Steve. I’m really excited to be on your show. I’m in the data and AI business, and really tech innovation, for the last 30 years. In this particular company, Think AI, I have a partner, Manish Bhardia, and we both have been working very actively with Microsoft partners, the Microsoft ecosystem, and implementing data and AI solutions for midsize companies and manufacturing companies. You went on why, which is amazing.  My why: I’m a disabled entrepreneur. I have this hunger for building businesses. I’ve built nine businesses. We can talk about it later. And five of them were miserable failures in my books. Not all of them were that miserable, as I say. But five of them were failures, and I learned a lot from them. And I’m really motivated now to expand it further, to give back to small businesses.  We’ve been working with midsize and enterprise clients, but to midsize companies, and then motivate—I have a 15-year-old kid—so motivate young people and also small businesses to make use of the power of their own data and use and consume AI on a day-to-day basis. That’s my why.  Wow. So, to learn the power of their own data and use AI, why is this important to you?  The main reason is I am passionate about technology. Everybody is good at something. I am really good at solving business problems using technology. Being a disabled entrepreneur, I did not have a lot of luxury initially, even walking. Eventually, I started using braces, started going to different countries. So the passion became really the source of energy and motivation, and that passion is now going to a level where I want to motivate people like me who are disabled entrepreneurs and want to go into this kind of business. So my real passion is technology and giving back to society using technology, to sum it up.  Wow. So you mentioned this disabled entrepreneur. I’ve never heard this term. I mean, you talk about minority entrepreneurs, women entrepreneurs, you know, veteran entrepreneurs, and actually the government recognizes these categories, but I never heard about disabled entrepreneurs. So would you mind sharing a little bit about what happened to you and how you got into this entrepreneurship?  Sure, yeah. And that’s really good, by the way. I don’t see anybody else using that term but me, so probably I should keep it with me as a copyright term. Just joking on it. But having said that, every disability brings some kind of ability. That’s why sometimes they call it differently abled. When you have these abilities, you don’t know the source or the channels to use them. So, for example, blind people, they may have a lot of great listening power. That’s why they are into music most of the time.  Sometimes they have amazing reasoning and critical-thinking power, but they don’t know how to channel it, so they fight on a day-to-day basis with these issues. Bringing it back to me, I have polio. When I was six months old, I got hit by the polio virus. Initially, for a few years, I had to just lie down on the bed, had a lot of physical therapy. Then I was able to get up and sit, at least. Then my father was carrying me to school, and I could see the kids were going out and playing. I got beaten up because of that, too, because kids don’t understand. No fault of theirs that I’m not throwing the ball at them and they are playing.  And so that brought a lot of negativity in me. Eventually, my grandfather and my father helped me get over that, and I started channeling that into building businesses. So I started teaching music. I learned music through some of my friends. I started teaching music during my college days and started making money. And I had a blind friend, and he needed money because he was abandoned by his parents, so I had to help him out. I started making some money. I was doing well with my family, so I could just pay everything back to him. So that seed got planted there, and I didn’t know what to do back then, right?  Still a 14-, 15-year-old kid or a teenager, in this case. So I started getting into that mindset of, how about I build businesses for me and then start helping out the community? I’m still not there yet. I’m going towards helping that community. But I want to identify disability in three ways, not just physical. So those three are physical, but the bigger one is mental. A lot of people are really mentally blocked, and you see people, you know, “Oh, I can’t change anything in my life.” People die by suic*de. Kids get into depression. This is a form of disability, by all means.  I don’t think education, parents, and community are doing so much about that other than having a cliché thing that, “I was a victim of depression, so I’m doing that,” just to show off. But really, to help out the community in a methodical manner, that doesn’t exist. Second, physical disability, like I said, given by God sometimes, like war veterans and others, then you feel really limited. So what to do with that? And I come into that category, so I know that really well. Third is financial disability. So a lot of financial disability is in the mind, too. I’ve heard a phrase called, “You don’t die by hunger; you really die by indigestion.”  So you would find ways and means to make money even if you’re a completely disabled person. So I don’t think finance is an issue in general. So these three areas, to me, are the real disability areas. I’m obviously only working on one today, which is physical disability: how to identify the potential of people who can create something different within that limitation and then make a change in the world. So that’s the motivation. That’s my Life 2.0, where I’m moving now. Love it. Love it. So how did you have time to build nine businesses?  I started it in 1993, ’94, I believe, or ’95, I think. And they’re one at a time. Today I have about three. I sold one. And yeah, I did not have time. One of the big challenges when I built these three in the last six, seven, eight years, the biggest challenge I faced is I do not have time for working with customers, which I love to do—talking and listening to their business problems, solving those problems. I end up doing a lot of operational work.  Post-2020, and it’s a very blunt thing to say, people got lazy. They want to change jobs, make more money, do moonlighting, do multiple things, but not work hard like we did back in the days. And that kind of pushed all of us small businesses to do a lot more management of resources, especially human resources, in a distributed environment. I have teams in India, the Philippines, Canada. So that became a bigger challenge. But having said that, AI came as a savior. In the last 18 months, AI has changed quite a lot.  And if you don’t go into a debate of whether AI is good or bad, or you’re a skeptic or an enthusiast, AI can really help you if you really put together how it can help you. It should not replace you, but it should give you an additional helping arm. In my business, I started deploying C-suite. So I still have a VP of operations. My business partner is into sales. But then I started filling in other functions, like a fractional CFO, as an example. My fractional CFO is monitoring my top line and bottom line. I call him Felix. I have to give names to AI agents.  So Felix is actually looking on a weekly basis at what invoices are billed, if we have vendors or employees, what we need to pay, where our expenses are going, what’s the monthly or maybe six-month cash flow run. Are we within limits? Do we have borderline cash availability so that we can survive? So it started to do a lot of things. But not only that, because we are feeding our own data, our own mind, I have built my own second brain. It started to read off of that and started giving me insights that a human would not give me. And even if I hire a fractional CFO, he will only hear what I have to say,

  3. Aug 26

    361: Generate and Measure Your Pipeline with Carlos Corredor

    https://youtu.be/1ixNS0eJX-0 Carlos Corredor, Co-Founder and CEO of Condor Digital Marketing, is driven by a passion for interpreting data and helping marketing leaders Generate and Measure Your Pipeline with greater accuracy. ith a background in sports analytics and journalism, Carlos helps B2B companies identify which marketing activities generate qualified leads, clients, and revenue so they can invest confidently in what works.  In this conversation, Carlos introduces The Condor Pipeline Generation Framework—Understand Current Pipeline Generation, Map the Process, Move Budgets to Their Highest and Best Use, Fix Measurement Gaps, and Rinse and Repeat. He explains why marketers should begin with clients and revenue instead of clicks and impressions, how the Pipeline X-Ray exposes attribution gaps, and why budgets should move toward channels with proven returns. Carlos also discusses using BANT to diagnose conversion problems and why client champions, paid media, and events drive growth in high-ticket B2B markets. — Generate and Measure Your Pipeline with Carlos Corredor  Good day, dear listeners. Steve Preda here with the Management Blueprint, and today my guest is Carlos Corredor, Co-Founder and CEO of Condor Digital Marketing, a pipeline generation and measurement firm. Carlos, welcome to the show.  Hey, Steve. Hi, everybody. Thanks for having me. Great to be here.  It’s exciting to have you and to learn about your secrets of how you generate a measurable pipeline. But before we get into it, I’m curious: What is your personal why, and how are you manifesting it through your company?  Yeah. So I’ve always been passionate about sports and the data behind sports, and I actually worked in sports data analysis and journalism. But ultimately, I’ve been passionate about interpreting data to have an advantage, whether that’s playing tennis or doing analysis for baseball teams. And then I eventually started working in marketing, doing sports websites, and I saw the opportunity. In marketing in general, especially with digital, to use data to your advantage. So I would say that’s really what I’m passionate about in terms of my professional life and why I enjoy what I do so much and why I get up in the morning and I really look forward to the day and even to Monday. Because obviously, it’s not all fun. But ultimately, I think it comes from that passion of liking what you’re doing, and the time flies when you work and you like what you do and you see that you’re good at what you’re doing and it’s making an impact. So I would say that’s why.  And have you always been a data person? Are you analytical and like to look at the numbers behind things?  Yeah, yeah. It started with sports. That’s where I realized that I had, let’s say, that passion at the beginning and ultimately that skill. With baseball at the beginning, it was reading the back of baseball cards and then fantasy baseball in high school, and then actually working in that. In kind of like sabermetrics and Moneyball-type analysis in college.  Because I saw, just like it happens in marketing, how back in the old days, even professionals, they were using the wrong type of data or a very antiquated way of looking at things. So it’s like understanding really what has an impact and what is responsible for outcomes. That’s, I think, the part that I’ve always thought was what’s important and what I had a knack for, a talent to do that better than others. So that’s why I went deep into that.  Okay. So how do you do that? So this podcast is a podcast of frameworks. So I wonder if you have a framework of how to create pipeline generation based on data, and perhaps you can share a simplified version of that with our listeners, something that can be explained in three to five steps.  Yeah, definitely. And I’ll give you first the kind of like the philosophy or the mental model, and then I’ll give you those steps because one comes from the other. So in marketing, with all of the data that’s available, especially today, a lot of people start at the bottom. At clicks, impressions, and then they try to build a bottoms-up report to then prove what’s generating leads and clients and revenue. But that is always inexact, takes forever.  What I propose is doing it the opposite: a top-down approach where you start with clients and revenue, and then start figuring out where those leads in your pipeline or clients and the closed revenue is coming from. And you will know all of that at the beginning. So that’s, I think, how it starts, that framework. So the first step of the framework is to understand, which sounds really basic, but you’d be surprised today how many marketing leaders, marketing VPs, CMOs of especially mid-market, definitely smaller mid-market, and even some enterprise companies, don’t have that data readily available to understand how much pipeline did we, as a marketing department, generate, let’s say, last year. So that’s, I think, the first step, is understanding that. It’s asking your team for a report that says that. Now your team’s going to come back and say they won’t know the full picture. Maybe they know 10%, maybe they know 90%. But they’re going to show you something. So then is the second step. You’re going to start adjusting your investments to what you’re seeing there, and at the same time, you’re going to start fixing the dark holes or what you can’t see.  And then simply step number three is rinse and repeat every, let’s say, quarter at the beginning. And obviously, there’s nuances of how exactly you should adjust and what exactly you can fix. But ultimately, that would be the three-step approach that you asked about.  That’s fascinating. So the understand piece is understanding your pipeline or how you’re generating the pipeline? What is it? Understanding what?  Yeah. So actually we have a name for that first step. We call it the Pipeline X-Ray. So let’s say you start a new job as a CMO of a new company. Or simply you’ve been in the job for a while and you’re listening to this and you say, “Okay, actually, I’ve never thought about it that way.  Let’s sit tomorrow with my team and ask the question: How many qualified leads and closed clients have we, as marketing, generated so far this year and, let’s say, last year?” That is understanding that. Now, I’ll tell you, I’d be very surprised if the marketing person or the marketing team or the leader has that data in a way that they can say with 100% certainty what the answer is. In terms of, “We’ve closed these four clients, and we’ve had 72 qualified leads.  And out of the 72, 50 have come from our paid search campaigns, 10 have come from events, and then the others have come from organic.” In an ideal world, that’s the type of answer that you want. But in the real world, again, very rarely do you have that clear understanding right then and there. So that’s when step number two becomes, okay, let’s close the gaps to be able to have an understanding.  Okay. So essentially, when you say adjust and fix, then are you talking about adjusting and fixing the process of generating clients, or actually mapping the gaps in the pipeline first?  Yeah, so that’s a great question. The adjust, I mean move budget around. Not necessarily increase budget. You have to prove what’s working. And obviously, if you don’t have the full picture and understanding, you cannot just go to your CEO and say, “I need more budget.” So with the same budget that you have, what can you pause and move around towards the things that step number one told you with certainty are working. So if, let’s say, out of the 50 qualified leads that you generated, you saw that half of them came from your paid search campaigns, then you say, “Oh, okay.” And then you don’t see anything, let’s say, for conferences, and now you’re going to 10 conferences a year and you’re spending a million dollars on conferences, and you’re only spending $200,000 a year on your paid media spend. Then you say, “You know what? I’m going to stop. I’m going to pause. We’re not going to go to these two conferences this year, and I’m going to move those $200,000, and we’re going to double our spend in Google Ads,” for example. That’s what I mean with the adjust piece. It could be the opposite. It could be pause paid search and then be more aggressive on our conference strategy. It could be, let’s start a paid social campaign, whether that’s LinkedIn or programmatic ads, or let’s be more aggressive on our PR because right now our leads have come from interviews that our subject matter experts have done in certain types of podcasts or YouTube channels.  But that’s what step number one is. But adjust is move budget around. Put your stocks where the returns are positive and where you can expect a better return almost immediately, or at least in the next upcoming months. And then the fix is particularly around the measurement gaps. The fix is what you can’t see, right, on step number one. Step number one is understanding. And a report with all of that. When the person that does the reporting for you came back, or when you did it yourself or whatever, probably a lot of leads are like, “Ah, now it says direct traffic. What is that?” Obviously, they didn’t just come and wake up one day and say, “Oh, I’m just going to go to condoragency.com.” No, they heard you somewhere, but you’re still not sure. You won the client, you know you won the client, the client’s paying you money, but you’re not sure. So maybe, okay, what needs to improve in our measurement framework.  Usually, you can start with your CRM, your HubSpot, Salesforce, for instance, or whatever you use. There’s some web analytics that might need to happen. You need to connect your advertis

  4. Aug 24

    360: Build a Multi-Site Medical Practice with Alex Fernandez

    https://youtu.be/B9j1nlRifHM Alex Fernandez, CEO of Synergy Orthopedic Specialists, is driven by a mission to help physicians Build a Multi-Site Medical Practice that creates wealth, equity, and independence beyond their personal labor. By bringing independent physicians together, building scalable organizations, and expanding access to integrated services, Alex helps doctors operate as entrepreneurs while delivering a more convenient and cost-effective patient experience. In this conversation, Alex introduces The Multi-Site Scaling Framework—Visualize Your Target EBITDA, Align With Your Partners, Remove Yourself From the Center, Build Systems, and Build Margin Around Your Core Business. He explains why starting with the desired enterprise value creates a clearer path for growth, why alignment must be a gate for every partnership or acquisition, and how strong systems allow a business to operate without depending on its founder. Alex also shares how vertical integration, company culture, geographic expansion, and AI-assisted processes can improve profitability while preserving independent medical care. — Build a Multi-Site Medical Practice with Alex Fernandez  Good day, dear listeners. Steve Preda here with the Management Blueprint Podcast, and welcome Alejandro “Alex” Fernandez, the CEO of Synergy Orthopedic Specialists, a team of surgeons and specialists that believes in providing patients with an integrated approach to musculoskeletal—I’m glad I could pronounce this—medical care through 15 locations throughout San Diego. Alex, welcome to the show.  Thank you. Thank you. Yeah, I appreciate that. I’ve enjoyed your show, and I’m happy to be here.  Well, I’m always interested when I meet with medical provider companies or CEOs who have been doctors, because I grew up in a family of two doctors, and so I was exposed to some of the challenges of being a doctor and running a hospital. So that’s going to be interesting. So my favorite question that I ask recently to all our founders is, what is your personal why, and how are you manifesting it in your practice and in your business?  Yeah, for sure. And so my why, as you put it, comes from where I started. I actually don’t come from a family of physicians. I started not where I ended up. I’m a son of Cuban immigrants. My parents fled Castro in the ’60s, and I was born in Puerto Rico. Later on, my family took a lot of our family in the Mariel boatlift in 1981 and took hundreds of people out of Cuba. But in reality, the concept or the reality is that my parents didn’t have a lot of money. They had some connections, but they believed that I should have a college education.  But I had to work my way through eight years of college to get my bachelor’s. So I landed in healthcare as an accident. It was a small medical practice. I was basically doing front desk and medical records, and then later on learned how to do the billing, all by hand at that time. There were no electronic medical records. And I started basically at the front desk, and I watched something that I never really forgot, which is, you have these brilliant physicians, people that can diagnose patients and help them and cure them, but when it came to business, they were never taught anything about business.  So this is where I believe I have generated value over the years: basically, built companies that actually create wealth, and the wealth for the physicians in particular. Share on X I think physicians are very entrepreneurial. At least that’s the idea to begin with, is, “I’m going to go into the practice of medicine and have my own business.” But somewhere along the line, the business becomes almost like an ATM machine. It’s no different than any other entrepreneur that starts a business. They are the business. Without them, if they go away for a couple of days, the business doesn’t make any money, and they don’t really know how to do that. So what I’ve done over the years is I have gotten smaller groups of physicians to come together, form larger organizations, larger groups, and eventually built larger private businesses that can have EBITDA, equity earnings that can basically provide some additional wealth.  Particularly, I try to help them think of themselves as capitalists, not as day laborers. Because in reality, in most businesses, and particularly physicians, they’re cranking the wheel, and the more they produce, the more they work, the more they earn. But in some cases, they don’t understand how to get away from that. How to earn from all the other things that they control. Because physicians do control 80% of the spend in healthcare but earn probably no more than 5% of it.  Wow. That is shocking. So they’re not using the leverage properly, probably.  Yeah. Sometimes they know it’s there, but physicians in general are risk-averse. Just starting their own business is hard enough. Then having to figure out how to capitalize from all the levers that they have, that’s completely different. And they’re no different than, I would say, lawyers or accountants that start a small business. At some point in time, you have to figure out, how do you make the business big enough that it operates and works without you?  Yeah, I love that. I love that. And what makes you feel strongly for physicians?  Well, particularly independent physicians, I think it’s a dying breed. Years ago, I would hear the stories of my parents where they’d say, “Hey, we took you to the pediatrician,” and my dad would be friends with the OB-GYN that took care of my mom and the pediatrician. And I remember them naming them by first name or even meeting them at the social club. But nowadays, it’s very transactional. It’s very fast. There’s no connection.  So I think that’s why there’s been this whole surgence of concierge physicians where you pay extra. Because in truth, in order to make a living, the business of healthcare is compressed by downward pressures from the government and from other institutions that say, “We’re going to pay you less, but you have to have a significant amount of compliance, and you have to spend more money on this, and you have to do that.” And then at the same time, the cost of living goes up.  The employees need to make more money. Your rent goes up. The supplies continue to increase. So you have the static or lower reimbursement from the different payers, whether it’s Medicare, the government, or private institutions, and then an increase of expenses happening. That’s very strange to any business. In any other business, you say, “Well, if my costs go up, I increase my prices, and then maybe my margins are a little bit less, but I still have a significant margin.” In healthcare, you almost have to just work more in order to generate more revenue, and the expenses hopefully will increment a little bit more, but your earnings will be the same or less. So it’s a very tough situation for an independent physician.  That’s why more and more, especially physicians coming out of training, look for jobs with health systems, with the Kaisers of the world or the different large institutions in the United States, so that way they can go ahead and just go to work and take care of patients and not worry about the business of healthcare.  Yeah. But then these big hospitals turn into bureaucracies, and then they still have to worry about that in a different way.  And that’s personally the second part to that question you asked me. That’s why I like working with physicians and not necessarily with health systems. I’ve never held a job with a hospital. Not that I haven’t wanted to. It’s just, I think the nature of the bureaucracy of a health system creates some things that I’m not personally interested in.  Yeah. Well, I can see that. So Alex, this is a podcast of frameworks, as you know. So what’s a framework that has helped you build your business, maybe generate an insight, understand situations, maybe influence these physicians to come together in your roll-ups? Whatever framework you developed, could you share something with our listeners?  Yeah. Yeah, for sure. Most owners in a business—and I’ll talk in generic terms. I’ll try to make sure I don’t use any slang for healthcare—but most businesses build their business for income. They want to make income for their families, for themselves. They want to be able to take care of the people that they’re with. But they don’t really think about it from a perspective of, “Let me build a business that can multiply.” Maybe they want to, but in a lot of areas, it’s just hard for them.  I actually grew up in the bridal business. My parents had bridal stores. They basically did wedding packages, and that’s the business that I grew up in. Every summer, I would go and do the cash register or help rent tuxedos and things like that, or do filing and bookkeeping. So that’s where my entrepreneurial spirit comes from. It’s my parents. But I always saw them where maybe they built one or a couple stores, two, three stores, and they would kind of stop there. But I think I learned a lot from my dad in particular around multi-site operations in a retail industry, and I took that back into the healthcare business.  So one of the first things I think that a business owner has to do is they have to underwrite their own exit first. Share on X They have to think of growth and particularly of the value of the business if they were ever going to sell it. Figure out what your EBITDA or enterprise value is going to be, and then go from there. Then make the alignments first, but don’t make it the goal. Most people chase the volume, the customers, more locations, more deals, spend years fixing what they bolted on in order to flip it, but they don’t really take the time to align it. So I think the client, the partners

  5. Aug 21

    359: Harvest CEO Stories with Justin Nassiri

    https://youtu.be/7yugccgcgs8 Justin Nassiri, Founder and CEO of Executive Presence, is driven by the power of human connection and a mission to harvest CEO stories that reveal authentic experiences and valuable insights. By serving as thought partners to C-suite executives, Justin and his team transform personal perspectives, mistakes, and lessons into compelling LinkedIn content that builds trust and distinguishes leaders from generic, AI-generated voices. In this conversation, Justin introduces The Content Strategy Framework—Use the 40:30:20:10 Content Formula, Harvest Stories, Borrow Thought Patterns, and Apply Curiosity. He explains why leaders should build visibility through personal profiles, how skilled interviewers uncover stories executives may overlook, and why Thought Leader Ads can extend the reach of proven content. Justin also discusses growing through referrals and warm relationships, using 10-week improvement cycles to revisit every business process, and developing autonomous team members who use AI to solve problems while preserving human connection. — Harvest CEO Stories with Justin Nassiri  Good day, listeners. Steve Preda here, and my guest today again is Justin Nassiri, the Founder and CEO of Executive Presence, a fully managed LinkedIn thought leadership service for C-suite executives at growth-stage B2B companies. Justin, welcome back to the show.  Great to be back. Thanks, Steve.  So we just reminisced that it was three years almost to the day that you came here, and I can’t believe it. It feels like yesterday. But your business has grown dramatically during that time, so I think you have some new insights that you’ll be able to share with us, I’m sure.  Thank you. It’s good to be back. We just made the Inc. 5000 list, which is a first for me. I’ve never been on that before, but we’re celebrating that.  Yeah. Congratulations. That’s a great milestone to hit. And you only started in 2022, right?  Yeah, yeah.  So, pretty freshly minted, fast-growing Inc. 5000. So my question to you is, what is your personal why, and how are you manifesting it in Executive Presence, in your business?  There’s a very potent macro or micro why for me, and then probably a broader why. I think that the biggest why for me right now, like many parents, is my kids. I’ve got a three- and a seven-year-old. And so when I think of my professional life, I certainly think about not just providing for them but also trying to set an example of someone who is trying to do their best and trying to stretch and trying to grow. Share on X   And so I think that’s probably the highest leverage that I have. But I think the through line in the companies that I’ve done is just the value of human connection. My first company was all about companies using Instagram in a way to be more authentic and more genuine with their community, and that’s very true to what we’re doing now at Executive Presence, just really helping people connect to other people.  In this case, it’s executives using LinkedIn to connect with a broader audience, but I really feel like that human connection is so important, and I think it’s becoming even more important in the era of AI. So that’s a little bit more specific why in what I do right now.  Yeah, it’s fascinating how human connection is evolving in the age of AI, and I agree. I mean, I see that because there’s so much more noise out there, human connection is perhaps more important than ever. People want to make sure that they are talking to authentic people and hearing from authentic people who have authentic lived experience. So how does that impact communication for executives on LinkedIn? How do they have to evolve their voice or how they approach things?  I think if you look at LinkedIn in particular right now, I think it still remains the place where the largest source of our professional network is. And so I think there’s still a lot of value there, and I think that LinkedIn is facing a lot of growing pains. Specifically, I think that there are three things driving it. One is more people are just showing up on the platform. The secret is out, and people realize that there’s value to LinkedIn.  So, all things else equal, more people are more active on LinkedIn, which generates a lot of noise. And then the second thing is AI is making it easier to create content, so I think it’s creating not just more content, but lower-quality content. And then the third thing is it does seem as if LinkedIn is following what Facebook did over a decade ago and saying, “Look, to get reach, you’ve got to put money into ads now.”  And we saw that transition with Facebook company pages a long time ago, but it really does feel like you cannot get as much visibility today as you could have two years ago unless there’s some sort of ad buy behind it. And so I think those are kind of the three problems. I think that the answer is still there’s value in showing up, but I think that you have to show up even more human. I think that the experiences that make you unique and the mistakes that make you who you are and the things that you know and the stories that you can tell, those still hold value, and that differentiates you from generic or AI-generated content.  I also think that there’s value to using LinkedIn ads, and we can talk about that, but I think that that has to be part of one’s strategy now if you’re trying to significantly use LinkedIn for what it’s good for, which is brand building.  Yeah, and maybe this is a slight question, then we’re going to talk to you about the framework. But as I understand, LinkedIn now allows individuals to also boost their posts as opposed to just companies, which used to be the case in the past. So how does it impact companies? Is there more emphasis now? Is emphasis shifting to individual posts because there’s no real reason to build up the company pages? How is that evolving?  Yeah, I mean, four years ago when I started the company, before these Thought Leader Ads, these individual people ads were a thing, I still would’ve said to you, “Look, there’s not much value in company pages. People connect with other people. They’re not going to connect with a faceless organization.” So even four years ago, I would’ve said, “Man, if you really want to raise visibility for your organization, you’ve got to do that through your key leaders.  You’ve got to do that through actual names and faces and voices and perspectives.” And I think that the ads make that even more pronounced now because I can now take my personal post as Justin Nassiri. If it does well on LinkedIn, I can put a $50 or $500 ad buy against it, and I can make sure that essentially specific people are going to see my post. If I’m selling to CEOs of tech companies in Cincinnati that have grown 10% last year and they’ve been at their company for five years, I can have an insane level of targeting, and I could put my personal content in front of them in a way that most people still don’t realize is an ad.  It will say, “Promoted by,” and then the company name, so “Promoted by Executive Presence.” Most people, when scrolling, don’t even notice that. Yeah. And so I think there’s a tremendous opportunity then to take very human and personal content and put it in front of exactly whoever you’re trying to get in front of.  Yeah, I love that. You also say on your LinkedIn page that it takes an executive only 90 minutes a month to actually work with you guys and have you amplify them. So how do you extract all those personal stories and experiences? What is your framework for that so that when you meet with an executive, you’re able to create those posts without them having to be involved? Yeah, I think the framework is pretty universal for anyone listening. We tend to start with the content strategy. And the way that we typically start is we’ll say, okay, 40% of the content we would call industry thought leadership. And that is great if you can talk about current events and relate them to your industry. It’s great if you can share things about your industry that no one knows or that you disagree with people.  But do that 40%, which is the biggest of any of the categories, as really the education, as the subject matter expert. You are showing up as an authority in cybersecurity, or you are showing up as an authority in leadership, or you’re showing up as an authority in B2B supply chain. And I think the key here is the more niche, the better. The more narrow, the better. We are not Joe Rogan. We’re not trying to get 300 million people to look at your content. We want to get in front of a very narrow group of people, typically prospects, customers, potential employees, potential investors.  We really want to narrow where your voice can be fairly large in a very finite realm. So that's the industry thought leadership piece. Share on X The second one, about 30% of the content, we call it leadership and career journey. And what we’re trying to do here is a blend of humanizing the executive while also giving them credibility. And so if we are working with someone who is a CEO at a company, well, they’ve done things prior to that. So what did they learn in college or a previous workplace? What was a mistake that they made? What was a mentor that said something to them?  So that’s a way of us imparting one of their values or something that they know, but wrapped in a story from their history, which humanizes them. And that would be generally 30% of the content. Twenty percent, obviously they’re doing this to promote their company, so 20% would be about their company, spotlighting an employee, recent events, things like that. Again, trying to do it through stories if possible. And then the last 10% is usually the highest-performing 10%, and we would call that work-adja

  6. Aug 19

    358: Stay Put in Your Convictions with Tanner Taddeo

    https://youtu.be/jPTlkjF8M-c Tanner Taddeo, CEO and Co-Founder of Stable Sea, is driven by a mission to bring Wall Street-grade financial services to Main Street while embodying the principle Stay Put in Your Convictions. By combining blockchain technology, stablecoins, tokenized capital markets, and AI advisory services, Tanner helps businesses access investment opportunities, put idle cash to work, and move money globally with greater speed, transparency, and capital efficiency. In this conversation, Tanner introduces The Lionel Messi Startup Framework—Develop a High-Level Thesis, Talk With and Learn From the Market, Run 30-Day A/B Tests, Iterate Your Offering, and Stay Resolute With Your Convictions. He explains why founders should observe patiently, validate their ideas with customers, and act decisively when market opportunities emerge. Tanner also discusses balancing long-term conviction with continuous experimentation, unlocking 24/7 liquidity through tokenized capital markets, reducing friction in cross-border payments, and finding urgent “morphine” problems that customers cannot afford to leave unsolved. — Stay Put in Your Convictions with Tanner Taddeo  Hello everyone. Steve Preda here, and my guest today is Tanner Taddeo, the CEO and Co-Founder at Stable Sea, an autonomous treasury management platform that helps finance teams and global businesses access capital market products and move money around the globe to 40 currencies with the cheapest FX rates. Tanner, welcome to the show.  Steve, thanks for having me. Excited for the conversation today.  It’s very interesting that this is how you position your business because most businesses in your industry, as I see them, position themselves with low transaction fees, but really their money is made on the FX. So if you do preferential FX rates or cheap FX rates, that can be a very transparent way of getting business. So I don’t know if that connects to your personal why, but I’d love to learn about your personal why and how you manifest it in your business.  Yeah, definitely. At Stable Sea, we’re very mission-driven in terms of everything that we do. The team itself comes from Block, which was formerly known as Square. Yeah. And everyone on the team has been focused on building products for the real economy, for consumer use cases, for business use cases, et cetera, over the course of everyone’s career.  And so when we started at Stable Sea, our primary thesis was, with blockchain, with stablecoins, with some of the tokenized capital markets products like money market funds, bonds, equities, et cetera, that are coming on-chain, how can you really take Wall Street-grade financial services and provision them out to Main Street for businesses that need them the most? And so the why for Stable Sea, for myself, for the team, is really around helping businesses drive greater capital efficiency in their operations. And we service businesses in the real economy that typically make widgets or some sort of physical hardware devices, and they need to send them around the world.  We help them because we give them access to different types of capital markets products, so money markets and private credit and fixed-income products, et cetera. And then we help them move their money around the globe a little bit more efficiently than they could with either their state bank or their credit union or some third-party cross-border payments provider. Because our firm thesis has always been, if you and I ran Coca-Cola or a large organization, we would have the best-in-class transaction banks helping us put our idle capital to work at every point in time during the day.  If you and I ran a steel manufacturing company in Missouri, you typically have a checking account and QuickBooks, and that’s about it. And so for us, it was always about helping businesses grow, save more money, and then operate more efficiently with some of the new technologies that are out there today. Share on X   So that means, presumably, that what you focus on is more about the investment side of the business rather than crypto and blockchain, and helping people access financial products through the blockchain. Help me understand a little bit what you do and how it is different from what people can get from banks?  Yeah. So everything that we do, all the technology that we build and provision, is on-chain. So all of the capital markets products are tokenized. So tokenized bonds, tokenized equities, tokenized fixed income, tokenized money markets. All of the payment services and settlement services that we offer are through the use of stablecoins, and we can send that around the globe, settle it instantly, and then have low FX rates off the back of that. And then we have some of our AI advisory services.  But from a broad paintbrush perspective, at Stable Sea, you’ve got three products that hang off of our platform. You’ve got capital markets, you’ve got global settlement, and you’ve got advisory services. And then with all of that, we share a common architecture, and that architecture is built across many different blockchains. And then we utilize stablecoins and we utilize RWA tokens, or real-world asset tokens, to provision those use cases.  So everything that we do is stablecoin-native, but we don’t lead with that from a messaging perspective. And the reason we don’t lead with that from a messaging perspective is that if you and I ran a bakery here in Brooklyn, New York, and we had a point-of-sale terminal that just got offered RTP access from the Fed for instant settlement, the bakery owner doesn’t really care about the technology underneath it.  They just care, “Do I trust it? Is it going to get me my money quicker, and is it going to be cheaper than my current alternative?” How it happens, not very many people care unless you’re in the industry and you’re a builder, product manager, et cetera, and you want to nerd out on the actual mechanical nature of how the product works. But for us, it’s always been leading with the narrative of, what is the value proposition and how can we drive greater value to the businesses? So that’s how we lead. But to your point on what the difference is, with any new technological paradigm that occurs, rarely is it so disruptive in nature that folks can’t recognize it.  Everything that happens in terms of the innovation paradigm is typically you stand on the shoulders of giants and you make things incrementally better. And so for us, what we do with capital markets is, the first value proposition is that many businesses in the United States just don’t have access to a diverse array of capital markets products. So the first thing that we have done is just provision access, which is an innovation in and of itself because in the traditional markets, if you want to access a money market fund or a fixed-income product, you typically have high hurdle rates, meaning that as a business, you need to invest at least $10 million at the asset manager in question.  You need to hold that there so then you can get access to all these products. With us, you don’t. There’s only a $1 minimum to clear, so I think most folks can handle a $1 minimum. And then secondly, as things go on-chain, the value proposition there is that you have 24/7, 365 liquidity and tradability. And so what that means is that, just from a money market fund perspective, the interest accrues daily and it pays out daily.  So you get this interest that is dripped into your account daily as opposed to waiting for a month. You also have the ability—so let’s say that you and I run this bakery in Brooklyn. Let’s say that we close our business on Friday, and we’ve got $100,000 sitting in our checking account, and we’re closed on Saturday, Sunday because it’s the July 4th holiday. So we know $100,000 is just going to be sitting in our checking account Saturday, Sunday, not being put to work. With Stable Sea, you can put that to work in a tokenized money market fund because it operates 24/7, 365.  So what we see is businesses now that close their books on Friday can just do an auto-sweep into a money market fund, generate yield Saturday, Sunday, get back to U.S. dollars for their open of business. And again, it’s one of those things where it might not sound like the most revolutionary concept in the world, but if you can help businesses, especially in the mid-market, lower mid-market, operate a little bit more efficiently, I mean, saving an additional $20,000, $30,000, $40,000 a year is a big value-add to them in the real economy, right? If you’re a large Fortune 100 company, you probably don’t care, or it’s not as valuable. But for us, the companies that run on us, these small increments, standing on the shoulders of giants, a small derivation in innovation is actually really valuable for the end user. Share on X   Well, I think it is because, looking at the inverse of it, I used to be in banking, and I know that one of the biggest moneymakers for banks is float. Yeah. So it’s basically the money that doesn’t earn interest, which they have access to just because they cash the check a day later or make the wire two days instead of one day. And essentially, what you’re doing is you’re taking this money from the bank and you’re giving it to the company that actually should have it in the first place, right? Yep.  Then the question is, how are the banks going to survive if you take away their bread?  Yeah. That is the debate that’s happening right now. I think if you’re one of your G-SIBs, your major banks, you’re going to be okay. So the top 25 banks in the U.S. are going to be just fine, and they make money in tons of different ways, and you’re not going to disrupt that trust ultimately. In the long tail is where I worry because a lot of credit unions and a lot of state banks, they just

  7. Aug 17

    357: Lead, Guide, & Educate with Zane Keller

    https://youtu.be/eXF5DVyddJ8 Zane Keller, CEO of Ducere Wealth Management, is driven to Lead, Guide, & Educate clients and employees by helping them solve meaningful problems and achieve their goals. Through personalized financial guidance and a culture of empowerment, Zane supports clients with complex financial needs while giving employees the tools, trust, and opportunities they need to grow professionally. In this conversation, Zane introduces The Turn the Ship Around Framework—Delegate Decisions to the Source of Information, Put the Right People in the Right Seats, and Remove Friction That Impedes Performance. He explains why informed employees should have the authority to make decisions, how leaders can remove barriers instead of controlling daily operations, and why culture must remain a priority as a company scales. Zane also discusses macro patience and micro speed, creating opportunities for employee ownership, encouraging intrapreneurship, and helping multigenerational families coordinate their investments, tax planning, estate planning, and financial legacies. — Lead, Guide, & Educate with Zane Keller  Good day. Steve Preda here with the Management Blueprint Podcast, and my guest today is Zane Keller, CEO of Ducere Wealth Management, with a vision to be the leading provider of tech-driven, tax-optimized wealth management services for clients through their advisory support, that every client’s assets, time, and relationships are prioritized. Zane, welcome to the show.  Thanks, Steve. Appreciate you having me.  So, Zane, before we jump in and talk about Ducere Wealth, I’m very curious about your personal why, and how are you manifesting it in the company through the company’s business?  Sure. Well, early on, I knew I liked—one of my biggest passions was helping people solve problems. And one of the amazing things about being in the wealth management industry is you get to help people solve a lot of problems that are personal for them, and that’s their finances. It tends to be a personal subject for them, and allowing them guidance, support, understanding, and being a listening ear is what I find to be extremely rewarding in the business we have. But starting a company and having a team, and building that team, and building all the infrastructure and support and all of that, to me, the employees are as much clients as our clients are clients.  And so it’s an interesting position that I’m in, where it’s a dual role of both looking at it from a standpoint of how do we help our clients with the day-to-day or yearly challenges they face, but also how do I make sure that our employees are empowered to deliver the right client service and feel that they can continue to grow and expand in their careers. So I just like helping people, and I get to do it every day. Share on X   Yeah. Okay. That’s great. So when you talk about solving problems, obviously finance is a mirror for all an individual’s life aspirations, problems, challenges, opportunities, all that stuff. Your people are also humans, individuals, and they probably have similar challenges, so that’s a really neat mosaic there. So what is most challenging in building a wealth management firm like that?  I think the most challenging thing is all of the decisions are on you. And when I talk to other business leaders, there isn’t a roadmap, there isn’t a manual in terms of how people build their businesses, build their teams, and a lot of it is a balance of both trusting your instinct and what your background and lessons have been, as well as trusting those that you have brought in to help build the enterprise.  I was fortunate that I get to work with my dad, who had gone through this venture before, and we’ve gotten a chance to partner together and build it from the ground up. We went from a year ago, I had to order two laptops on Amazon, get a URL from GoDaddy, and start from scratch. And, you know, a year later, we find ourselves with 14 employees, an office in Newport, an office in Las Vegas, $600 million in assets under management, and continuing to want to grow, and being fortunate that we have a tremendous client base who trusts us.  But we’ve been able to attract and retain top-quality employees and team members who we rely on every day to continue building out the vision.  Well, I mean, building $600 million in assets under management in a year in a business like wealth management sounds almost like an impossible goal. Did you have a portfolio that you kind of imported into this business, or was that completely from scratch?  No. We had clients that we had worked with previously. We had left a big bank.  Okay.  And so some of those clients came over with us, but a lot of it was growing organically through COIs, through other marketing efforts, and bringing on other advisors who wanted to leverage our platform to provide a better service for their clients.  That’s fantastic. So how does one start a wealth management business? It sounds like one of the hardest businesses to start because it’s a trust-based business, from what I see, and it’s a very slow-burn kind of business. How do you actually grow a business like that?  Well, I think first is, in our industry, what’s interesting is there’s a lot of different business types. You have the wirehouses, the broker-dealers. There are people that are very successful just being anchored to a Wells Fargo or a J.P. Morgan or Merrill Lynch and building within that. Then you have folks who have gone to the roll-ups. Private equity has become pretty involved in our industry—a lot of roll-ups, a lot of consolidation.  Their value proposition is defined platforms that you can just plug in. And then you have what I consider the true independents, ourselves included, where we had a vision of we didn’t want to be held back or bogged down by two areas. One, as things get larger and larger and larger, the wheels turn slower and slower. And I think we're in a unique area from a business evolution cycle that leveraging AI, leveraging the technology, being able to make decisions quickly is going to be a substantial differentiator over the next several years. Share on X   And we didn’t want to have the conflicts that inherently come when you are backed by investors, and the focus is how do you maximize revenue, even if it may be at the expense of clients or at the expense of employees or at the expense of growth that you don’t see the return on investment for several years. So we decided that we were going to do it from scratch. Luckily, I had a background in—at the previous firm, I had helped build out all of the tech stack.  I’d worn almost every hat you can have at an RIA, and I had the experience from my father having gone through this, that between the two of us, there was enough goodwill or brand equity to build it out. But the other thing that we decided to do is there’s a reason it’s not called Keller Wealth or Keller Investments. The goal was never to have it be about ourselves. It was about creating a brand and a vision where others feel like they can be a part of.  So Ducere is actually a Latin term meaning “to lead,” “to guide,” and “to educate.” And we felt that that really resonated with what our value proposition and our mission statement is, both for our clients and for the employees. So as we brought on employees, I’ve challenged them that they have a responsibility to make an impact on the organization, and we start with culture. People have to be a culture fit first. We will not sacrifice culture for all the money on God’s green earth because I can confidently say that I don’t know how much business or revenue we’re missing out on if the team is not functioning at the highest level possible. So the first and foremost is a cultural fit. Then we look at the skills, the competencies, the ability to grow. But for us, culture is number one.  Yeah, love it. So what does it take to grow a wealth management firm? What drives growth in your business?  I think it takes three kind of main pieces. One is understanding that there’s a term GaryVee uses called “macro patience, micro speed.” And what we had set out initially is I knew that there were several steps between SEC registration, getting relationships with a custodian, getting relationships with tech vendors, finding office space, all of that that needs to be done just from a basic business foundation standpoint. What I needed to do, when we needed to do it, and logging every week.  I actually would send emails to myself and my dad for the first two months before we had employees of everything that got done the previous week, and what we needed to get done the next week, and what our blockers were if things couldn’t get done. Then that kind of grew into, as we had employees, becoming a consistent weekly check-in as we were heading towards what I consider our launch date, which was July 28th, because that’s when we actually received SEC approval.  So the first two months was just building the architecture, building up where we’re going to work, what we’re going to work with, all of those decisions being put in place. I’m fortunate enough that I’ve been involved with a lot of different companies in the industry over the years. So I had people who had done this before, people who had worked with large RIAs, small RIAs, and everything in between to lean on as advisors.  I think one of the things that I was more than surprised by was the amount of outpouring of support. “I’m happy to help you. What do you need? What can we do to make you successful? I know someone that I can connect you to.” And I think that's kind of the unique thing about our industry, is that there is a lot of camaraderie and willingness to help each other, even if you may be competitors in some aspects. Share on X   That’s int

  8. Aug 14

    356: Create Operational Rigor with Abhi Jadhav

    https://youtu.be/_OpJcRFbACk Abhi Jadhav, Founder and CEO of Bay Leaf Digital and Founder of Brazenly, helps B2B SaaS leaders create operational rigor while embracing AI, innovation, and disciplined execution. Driven by the freedom to experiment, anticipate change, and take the road less traveled, Abhi builds businesses that combine human expertise with AI-powered systems to help teams remain competitive and shape their own futures. In this conversation, Abhi introduces The Operational Rigor Framework—Aggregate To-Dos, Import Them into a System, Prioritize Weekly, and Execute. He explains how turning commitments into organized, prioritized tasks prevents work from falling through the cracks and improves execution across client projects, internal initiatives, and personal responsibilities. Abhi also discusses keeping humans in the loop when deploying AI agents, responding to rapid changes in the SaaS market, and driving growth through visibility, exceptional people, and innovation. — Create Operational Rigueur with Abhi Jadhav Good day. Steve Preda here, and today I’m joined by Abhi Jadhav, founder and CEO of Bay Leaf Digital, a B2B SaaS marketing agency he’s run since 2013. And he’s also the founder of Brazenly, an AI agent orchestration platform he’s building for marketing teams. Abhi, welcome to the show.  Thank you for having me, Steve. Appreciate it.  Well, great to have you here. And I’m super interested in how you are evolving your business and your focus on SaaS companies, which is very interesting. But I’d like to start with the question, your personal why. So how are you contributing to human flourishing? What is your personal why, and how do you manifest it in your business, in Bay Leaf Digital?  Yeah. So I gave this some thought. It’s been several years since I’ve been running the agency, so it took me back a few years to figure out, well, why did I even start this? So I’m going to date myself, and this is way back when I was in business school. One of my dear friends and classmates at the time, she pointed to me when she was asked, “Who’s most likely to strike it out on their own and run their own business?” And I thought that was really funny at that time because I had no desire to be my own entrepreneur or guy running your own business, et cetera. I was through and through a corporate guy.  And a few years later, I realized that I don’t really get energized by playing corporate games to climb the ladder. I prefer freedom to do things and to experiment. And I love taking the road less traveled, and it’s not just speak, it’s actually doing. Yeah. There’s a sign here. It’s a Jeep sign that says, “Road ends and fun begins.” And that kind of encapsulates who I am, really. Yeah. So when I saw this sign, I’m like, “This is me. It needs to go on my wall.” Okay. So that’s my personal why, how I ended up doing what I’m doing.  So how does it manifest in Bay Leaf or even Brazenly? What is that road that has not been traveled yet that you are embarking on?  So it is more about being able to anticipate what is coming and being able to be ready for it. I think that is primarily the difference, or to me, that is being my own business owner, it allows me to do that. So moving from an agency and seeing what is coming, AI is going to touch all of us. It already has in so many different ways.  So understanding where we are going and being able to do something about it rather than wait for someone else to come along and tell us, “You guys are now obsolete, and we are now moving on to something else.” So it allows me to chart my own path and be able to control, to a certain extent, I can’t say 100%, to a certain extent, what our business destiny is going to be.  So where are we going? What is your vision of the direction?  AI has tremendous power, right? And we are still very early, in the early stages of where it’s going to take us. But I’m a firm believer that the human in the loop is extremely important, and that we need to shape AI systems, our posture, in a manner that we maximize the use of AI while making sure that it is being run for the benefit of humans. So the way we approach it is, yes, we will adopt AI, but at the same time, we will never compromise on human in the loop in that process.  So our approach is, let’s take things that are easily automated. Let’s take things that we would otherwise not have been able to do. I have a framework on how we deploy AI, and the lowest part of that framework is obvious processes need to be automated. Top part of that framework is things that you could not ever do because it was impossible, impractical to do, automate that.  But in all of that, there is a certain amount of co-piloting or piloting that is needed in order to get valuable outcomes. Where I see us going is we will become pilots or co-pilots with extremely efficient and informed agents that will do the work, but they will not do the work exactly as is needed unless there’s a human in the loop that’s guiding it, right?  Yeah.  And I foresee this for the next several years. At some point, and this evolves all the time, but that’s kind of our posture at the moment.  Very interesting. So basically, AI agents do the work, or much of the repetitive work, a big part of the work, and the humans are directing the agents. Is that your vision?  Humans are directing the agents as well as checking on agent outputs, basically being the guide on making sure that things get done the way they should be done. So more and more, we are leaning on domain expertise, people who know what needs to be done, have that knowledge to be able to man these agents today.  Yeah. That is fascinating. So you mentioned that you have a framework. So what is your framework?  I have multiple frameworks. Let me talk about probably the most fundamental, foundational framework that can be used by anyone and everyone. Again, going back to my days before the agency, when I was in the corporate world, we would do 360 feedbacks. And at one point, one of the feedback I got, obviously it was constructive feedback, but it was that, “Abhi’s got a great team and he’s a great leader, but sometimes the team does not follow through on things that we’re committed to.”  I looked at that feedback and I said, “This is not something that my team needs to fix. This is something that I need to fix. It’s not a team problem.” So we took that weakness and we turned that into a core strength. That is one of my foundational approaches to the way we work, the way we run the business. I’ll break it down for you. Here’s what we really do.  Yeah, please.  So you and I are having a conversation. Something comes out of that conversation and I tell you, “Hey, I’ll follow up. I’ll get back to you.” And great, I’ll make a note of it. We have 100 different conversations like this throughout the day. I talk to my clients, I talk to my team. Everyone has something that they need or they’re going to offer. So there’s a pile of things that need to be done.  And without having operational discipline around it, things fall through the cracks, right? So a very simple manifestation of that is, hey, make a list. Make a list of things. But there’s a lot more to that. Yeah, you can make a list. You can write it in pencil on a pad, and then it gathers dust, and then you look at it after a few months, you’re like, “Oh, I never really got back to this person, didn’t really do it.” So what we’ve done is we’ve evolved that into an operational rigor where nothing, almost nothing, ever falls through the cracks.  We talk, we’ll organize our thoughts. We’ll put it—it doesn’t matter. It’s a framework, right? It’s not a set of rules. So people might take down notes. They might use Zoom meeting transcripts, whatever it might be. But at the end of the day, we are constantly putting together a list of to-dos. And that’s never enough because at the end of the week, you need to make sure that you’re working on the most important things. So we’ll go through a prioritization process.  I go through it, my team goes through it, and then that defines what we do in the following week. It’s very agile-like, but it’s not quite agile. It’s a set of tasks that eventually kind of come together for a greater purpose. So we’re looking and we are prioritizing and going, “Which is important, which is not?” So the conversations that we have with our clients, I have internally with the team, the conversations are never about, “Hey, whatever happened to that thing?” It never happens. The conversations are more about, “We talked about this last week. Here’s where we are.  Here’s why we are going to either change course, not do it anymore, or we have found a different way of doing it.” In terms of just an extremely important skill, whether you’re a business owner, in the corporate world, to me, operational rigor that leads to disciplined execution is absolutely key.  So what are the steps to this operational rigor framework? How do you actually do it? What are three to five steps or elements that will allow us to communicate to our listeners and maybe for them to try it out?  Yeah. Let’s just list them out. So the first thing is just pulling together the to-dos, right? So whether it’s from OneNote or a pad or transcripts, at the end of the day, set aside 30 minutes, an hour max, typically towards the end of the week, to allow you to go through that list of things that you want to do, okay? Put them into a system that allows you to keep track of the status.  We use our systems. We use a tool called ClickUp. We’ve used many, many different tools, but today we use that tool. We are able to change priorities, we are able to increase or reduce the size of those tasks, and we are able to collaborate wit

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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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