P&L: Priorities & Lifestyle
64 episodes - English - Latest episode: 17 days ago - ★★★★★ - 1 ratingP&L (Priorities and Lifestyle) Podcast with Rob Schulz is a show for business owners. Join us as host and financial planner Rob Schulz connects with business owners and experts to talk about business building, life, money — and the all-important transition out of the business, which is a challenge and an opportunity for everyone who steps on this path.
See our disclosures here - https://www.schulzwealth.com/
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Episodes
Taking Over The Family Business (with Eric Wessinger)
July 03, 2024 22:00 - 50 minutes - 115 MBEric Wessinger successfully managed a family business transition at Richards Supply over the course of around 10 years. His journey with the company began as a summer job, involving various roles while growing up, before he pursued a different career path for about a decade. Returning to Richards Supply with newfound perspective and experience, Eric now shoulders the responsibility of maintaining the family legacy and ensuring its success. When Eric returned to Richards with the inten...
The Genesis Of WeBuyHouses.com (with Jeremy Brandt)
June 05, 2024 22:00 - 49 minutes - 112 MBJeremy Brandt joined me on the show this week to talk about what it was like to create a household name in WeBuyHouses.com. We talked about what led him to flipping houses in the first place, how he realized that scaling it could work on a national scale, and we also dove into the cyclical nature of the industry. Jeremy’s survived multiple housing industry crashes and shares what strategies he uses in downturns to minimize losses and set himself up for success. Finally, we discussed franch...
The Evolution Of Digital Marketing (with Brad McCormick)
May 22, 2024 22:00 - 56 minutes - 105 MBBrad McCormick, Principal at 10 Louder, joined Rob in the Schulz Wealth office to discuss all things digital marketing, including answering some common questions business owners have towards marketing. How do you start marketing if you haven’t before, and how much do you spend? How do you track success? And why should you continue to invest in marketing, even if it’s working? As Brad says in the episode, marketing is like the fuel that keeps an airplane in the air, and in the modern world,...
Transitioning Your Business To ESOP (with Chris McKee)
May 08, 2024 21:45 - 59 minutes - 135 MBChris McKee returned to the show to discuss the recent transition of his company, Venturity, into an ESOP model. Rob and Chris discussed what it means to have a company be employee owned rather than selling to private equity, why it’s so impactful for employees to be able to build wealth within their careers, and how the process went. Rob and Chris also talked about why business owners need a team around them that can work well with each other in supporting the needs of the business. Join ...
The Life Of A Serial Entrepreneur (with Bob McCarthy)
April 24, 2024 22:00 - 58 minutes - 107 MBBob McCarthy, a serial entrepreneur in a few diverse fields, joined me for a conversation on why he became an entrepreneur in the first place, what led him to sell his first company, and so much more. Bob was already hugely successful in his 30s, and we talked about what led him to continue his entrepreneurial pursuits even when he didn’t need to. We also talked about when he knew he needed to sell, when he decides to start delegating, the huge importance of a great GM, and what it was lik...
Business Insights From An Olympic Gold Medalist (with Adam Kreek)
April 10, 2024 22:00 - 1 hour - 115 MBAdam Kreek, a Canadian Olympic gold medalist rower, competed in the heavyweight division at the 2008 Beijing Olympics and has since become a coach for high-performing executives and organizations. As if his Olympic gold medal wasn’t impressive enough, Adam also rowed across the Atlantic Ocean! He’s a supremely motivated athlete and person, and there are numerous parallels to draw between his athletic mindset and the mindset needed to win in business. Join Rob and Adam this week fo...
What It Means To Sell Your Business (with Dane Craig)
March 27, 2024 22:00 - 50 minutes - 91.6 MBDane Craig is the founder of Dakota Distributing, a company he recently sold after over two decades. Rob and Dane focused on what it means to sell your business, how he came to that decision, and what it’s like for him in this post-sale environment. Craig affirms the importance of not only maximizing profits but also of building relationships within the industry, a factor that significantly contributed to his successful business transaction. One of Dane’s top priorities was his employee’s ...
The Spine Surgery Guarantee With Jamie Rindler
January 10, 2024 23:00 - 46 minutes - 85.5 MBJamie Rindler, founder and president of Marvel Group, has spent the last decade specializing in the business of spine surgery, despite not being a doctor himself. His history with and perspective on the industry led to the Marvel Group's patient-centric spine surgery program and business practices, a unique and successful approach in the medical industry. Rindler's experience in the spinal surgery space led him to create a program that facilitates partnerships between hospitals and privat...
The Emotional Impact of Wealth Planning With Cindy Arledge
November 29, 2023 23:00 - 58 minutes - 109 MBCindy Arledge, a second-generation commercial real estate investment entrepreneur and family matriarch, has extensive experience in the family planning industry and a unique perspective on wealth management and family relationship nurturing. Arledge believes that successful wealth transfer across generations requires proper training, a strong family culture, and a focus on preserving family relationships. Her perspective is shaped by personal experiences, including the loss of a relationsh...
Chef Forrest "Gump" Parker: Founder And Culinary Evangelist
November 08, 2023 23:00 - 48 minutes - 90.7 MBChef Forrest “Gump” Parker, a renowned culinary expert, has made significant contributions to the vibrant food scene in Charleston, South Carolina, through his influential culinary tours. With experience gained from working with some of the most prominent figures in the culinary world, Chef Parker has developed a unique perspective on the connection between food and history in the city. This perspective led him to create Undiscovered Charleston, a food tour that combines exploring the city...
Starting The Entrepreneurial Journey During Covid with Will Young
September 27, 2023 22:00 - 50 minutes - 92.7 MBWill Young of Aerowave Technologies joins the show to dive into the importance of customer focus for business success. Discover how he expanded the company's product line to include safety and security solutions, positioning them for future growth, and why he believes that spending at least 40% of your time with clients is crucial for learning your industry. Young also highlights the value of staying adaptable to meet the evolving demands of customers. Join Rob Schulz and Will Young as the...
Personalized Banking Services for High Net Worth Individuals With Bill Kresser
September 13, 2023 22:00 - 52 minutes - 96.4 MBBill Kresser is a seasoned private banker at Origin Bank, with over two decades of experience providing tailored banking services and strategies to high net worth individuals and business owners. Kresser's perspective on private banking services and strategies is shaped by his focus on providing high touch, personalized services to his clients, simplifying banking processes, and a huge emphasis on convenience for the client. He takes a conservative approach when it comes to lending for inv...
The Power of Autonomy in EOS Companies with Jeff Schafer
August 30, 2023 22:00 - 51 minutes - 118 MBJeff Schafer is a seasoned entrepreneur with a strong background in simplifying processes, building trust, and autonomy. He believes that entrepreneurs are deeply invested in their companies and are willing to put in the necessary effort to succeed. By focusing on defining their vision, working with discipline and accountability, and ensuring team health, Schafer helps entrepreneurs simplify their businesses. Jeff is a strong believer in the EOS system and as an EOS implementer works to he...
From Corporate Executive to Business Owner with Matt Krzysiak
August 02, 2023 21:51 - 1 hour - 145 MBMatt Krzysiak is the founder of Crest Solutions Group, an organization that helps its clients unlock their business’ potential by turning data into actionable information. Matt is a proven dynamic business leader, problem solver, and communicator known for delivering results. Before founding Crest Solutions Group, Matt held several C-suite and senior executive roles in several companies: Senior Vice President of Administration at USHEALTH Group, CEO of the National Motor Club Holdings, Inc...
Accelerating Sales with Pete Essex
June 28, 2023 22:00 - 49 minutes - 114 MBPete Essex is the Outscored VP of Sales at Sales Xceleration, a business and consulting services company and pioneer in outsourced sales leadership. With over 25 years of experience as a Vice President of Sales for Fortune 500 and start-up companies, Pete has established and rebuilt sales teams from the ground up. Using the Sales Xceleration process, Pete helps sales organizations identify trends and enhance and develop sales teams and sales strategies to execute their sales growth metrics...
A Strategic Framework for Taking Your Business to the Next Level with Lily Tapia
June 05, 2023 22:00 - 44 minutes - 102 MBLily Tapia is the founder and CEO of Exelvest Partners, a team of seasoned executives, finance professionals, and successful entrepreneurs who are passionate about growing companies and creating value. A creative corporate finance executive, Lily has over 30 years of experience in early-stage investing, private equity, commercial and private debt, and mergers and acquisitions. She has worked with hundreds of entrepreneurs throughout her career, helping them achieve successful growth and ex...
Creating the Best Business to Work In with Ross Paterson
May 15, 2023 22:00 - 1 hour - 123 MBRoss Paterson is a performance and leadership coach. He is also the President of XM Performance, a consulting, training, and coaching firm that helps small- to mid-sized businesses accelerate their growth. Ross has over 30 years of experience leading, coaching, and teaching in a wide range of environments. He formerly served as the Company Commander of the US Army’s 101st Airborne Division and a general manager at General Electric. In addition to his work at XM Performance, Ross is the fou...
Selling a Business, Timing, and Recessions with Brad Purifoy
April 24, 2023 22:00 - 49 minutes - 114 MBBrad Purifoy is an investment banker who serves as the Managing Director and Principal of Corporate Finances Associates Worldwide. With over 30 years of executive experience in the industry—including Fortune 500 corporate finance and Big 4 public accounting—Brad is a recognized expert in many transactions and was honored as the Sole 2013 finalist for the Dallas Business Journal Merger and Acquisition Awards Investment Banker / Intermediary of the Year. His transactions include full company...
Transactions, Estate Planning, and Buy-Sell Agreements with Pete Benenati
April 10, 2023 22:00 - 47 minutes - 110 MBPete Benenati is a lawyer board-certified in estate planning and probate law by the Texas Board of Legal Specialization, and is licensed in Texas, Arkansas, New York, and Nevada. His firm, Benenati Law, is located in Bedford, Texas, and focuses on business, tax, estate planning, and the negotiation of business sales and executive compensation. Throughout his 30-year practice, Pete has served various clients, from small, closely-held family ventures to multimillion-dollar corporations, enti...
The Secrets to Successful Business Buying and Selling with Alex Vantarakis
March 27, 2023 22:00 - 55 minutes - 103 MBAlex Vantarakis is a serial entrepreneur and national authority on mergers and acquisitions. He is the founder and President of The Vant Group, an industry-leading company that plans and supports business transfer transactions for a diverse client base. Since its foundation in 1999, The Vant Group has consistently outperformed industry averages along every performance metric in the mergers and acquisitions industry. In addition to his work at The Vant Group, Alex is the owner of Thornhill ...
Wired to Win in Business and Life with Rob Knight
March 02, 2023 15:47 - 38 minutes - 87.1 MBRob Knight is the owner and CEO of the Independent Buyers’ Company, a full-service buying organization with over 6,500 members and 7,400 stores across 25 states in the country. Rob became part of the Independent Buyers’ Company in 2010 and served as its Vice President and co-owner before becoming its full owner in 2016. Prior to this, Rob worked with The Coca-Cola Company as Vice President - Brand Manager, a role in which he oversaw the company’s Fuze and NOS beverages, and with Rockstar E...
Increasing Company Valuation with Brandon James
February 13, 2023 23:00 - 50 minutes - 116 MBBrandon James serves as the Vice President for the Valuation Advisory team at Stout, a global investment bank and advisory firm that specializes in corporate finance, valuation, financial disputes, and investigations. Brandon has over ten years of experience providing service to publicly-traded and privately-owned companies on valuation-related matters—these include intangible assets, financial instruments, tax reporting, and mergers and acquisitions. From 2020, Brandon worked as the Vice ...
Performance, Pain, and Purpose with David Rutherford
January 30, 2023 23:00 - 1 hour - 151 MBDavid Rutherford is the owner, Lead Instructor, and Curriculum Developer of Froglogic Institute, an online education company that specializes in all subjects relating to and within the human condition. David—a former Navy SEAL, CIA instructor, and World Championship Performance Coach—has over 30 years of experience exploring human performance and team orientation. He is an expert on individual motivation, operational mindsets, and elite performance within extreme environments, and helps indi...
The Future is Web 3.0 with Hamiz Mushtaq Awan
January 16, 2023 23:00 - 1 hour - 142 MBHamiz Mushtaq Awan is the founder of Plutus21 Capital, a quantitative and fundamental investment firm dedicated to opportunities in the next generation of the internet. Hamiz and the Plutus21 team combine data science and tech with their investment experience to create a proprietary adoption index for investing in adoption leaders and their fastest-adopted competitors. With over a decade of experience investing in alternatives across multiple countries, Hamiz is regarded as an expert on eme...
How We Make Long-term Decisions in This Economy with Austin Smith
December 19, 2022 23:00 - 37 minutes - 84.7 MBThe current state of the economy is not exactly bullish. Disruptions left and right, scandals in the crypto industry, and inflation and interest rate hikes are all over the news. It’s tough to make a good call under these conditions, but you can mitigate some of the risks if you know where to put your money. How do you make sound financial decisions in this market? What are some best practices when investing during these times? In this episode, Austin joins me to discuss the market and...
Office Culture and Real Estate Advice with David Walters
December 06, 2022 15:00 - 48 minutes - 111 MBDavid Walters is the Senior Vice President of CBRE Fort Worth, a leader in commercial real estate services and investment with over 105,000 professionals in over 100 countries. He has over 22 years of experience in real estate, focusing on tenant reputation, consulting, government services, higher education, and consulting. He is a recognized expert in acquisitions, dispositions, and financial consulting. David joins me today to describe how his career in real estate began and how the ...
Retirement Planning at 55 and Up with Marcia Mantell
November 14, 2022 23:00 - 57 minutes - 108 MBMarcia Mantell is a retirement business guru who helps clients navigate the confusing and increasingly complicated path of retirement planning. She primarily focuses on Social Security and Medicare, letting retirees enjoy the second half of their lives as worry-free as possible. Marcia is also behind Boomer Retirement Briefs, a blog that explores how the Boomer generation is changing our perceptions of retirees and retirement living. Marcia joins me today to describe the right time for...
Starting from Less than Zero with the Loftons
November 02, 2022 13:17 - 39 minutes - 54.7 MBChris and Stephanie Lofton are the people behind Edens Touch Diversified, a landscaping company that serves municipal and commercial entities in the Dallas, Fort Worth area. The company provides complete landscaping services and uses cutting-edge technology to take clients on 3D walk-throughs of their dream projects. What separates Chris and Stephanie from other business owners is how they were both incarcerated and had to work their way up with an X on their backs. Because of the challenges...
Taking Risks and Being Accountable for Your Family Business with Jordan Jayson
October 18, 2022 04:00 - 1 hour - 85.3 MBJordan Jayson is the CEO and Chairman of US Energy Development Corporation, a private oil and gas firm founded in 1980 that provides direct energy investments. As the head of the company, Jordan is in charge of overseeing its strategy, vision, and change management implementation. Before becoming the company head, Jordan earned over a decade’s experience on Wall Street, managing various portfolios and trading on behalf of large companies. Jordan joins me today to describe what US Ener...
Making a Charitable Impact for Your Exit Strategy with Stan Ninemire and Amanda Lewis
October 04, 2022 03:00 - 33 minutes - 45.8 MBAmanda Lewis and Stan Ninemire are part of the North Texas Community Foundation, a non-profit organization that helps donors support causes that matter to them through tax-efficient strategies. Amanda is the Director of Charitable Gift Planning and assists clients with philanthropic advising and solicitation of donor prospects. Stan Ninemire is the company’s Chief Investment Officer with extensive experience in all aspects of operations, accounting, finance, and supply chain management. ...
Getting the Right Insurance for Retirement and Security with Jon Thurmond
September 20, 2022 03:00 - 53 minutes - 73.3 MBJon Thurmond is a managing partner at Axis Financial, a financial services company that helps customers get insured and plan for medical emergencies, retirement, and wealth transfer. Before becoming a managing partner, Jon was a full-time insurance agent from 2005 to 2019. This experience allowed him to specialize in cold-calling, direct sales, and customer relations. Jon earned a Bachelor’s degree in Business Administration and Management from Southern Adventist University. Jon joins ...
Identifying Your Business' Market Value with Pam Vincent
September 06, 2022 03:00 - 43 minutes - 59.5 MBPam Vincent is the President of Transworld Business Advisors, a company that helps clients buy or sell businesses. She has over 30 years of experience in marketing, sales, and retail, with 18 years spent in the technology industry across various leadership roles. As part of Transworld Business Advisors, she specializes in business valuation, closings, asset sales, and mergers and acquisitions. Clients recognize Pam as an expert in creative business structuring and business alliances. P...
Preparing for Adversity with Jim Lanter
August 23, 2022 14:03 - 44 minutes - 61.1 MBJames “Jim” Lanter is an attorney-at-law. He serves as an advocate, advisor, and counselor for small to midsize businesses. With over 35 years of experience, Jim has handled matters concerning commercial litigation, trying arbitrations, and lawsuits from a state and federal level. Jim helps business owners protect their assets and companies, especially in preparation for events that may ignite conflicts in ownership and management. Jim joins me today to discuss how business owners sho...
Appreciating the Luck that Comes with Success with Jay Holstine
August 09, 2022 03:00 - 33 minutes - 45.7 MBJay Holstine is the CEO Peer Group Advisor and a coach at Vistage, an organization that has catered to CEOs and company presidents for over 50 years. The company’s goal is to provide resources that can help business leaders grow their businesses. As a coach, Jay meets with members once a month to offer in-person sessions that explore what clients are going through, the questions they have regarding expansion, and potentially hidden opportunities. Before becoming CEO, Jay was a managing direc...
Reassuring Our Clients during Tough Times with Austin Smith
July 26, 2022 03:00 - 23 minutes - 32.4 MBThe past two years have been—and still are—extraordinary times. With extraordinary times come unexpected market shifts and economic uncertainties resulting in concerns over retirement funds. While we do pride ourselves on being the best at managing our clients’ finances, we’re not bold enough to predict what the market will do tomorrow, next week, or the following year. What we can do is reassure our clients that the planning and asset management we do will keep their money safe and mitigate...
What It Means To Be An Entrepreneur with James Loomstein
July 12, 2022 14:44 - 1 hour - 85.7 MBJames Loomstein is a managing partner at Rogue Marketing Agency, a digital strategy agency headquartered in Dallas. They help businesses build growth-oriented mindsets through business consulting and technology-marketing services. James is an expert in brand strategy, strategic marketing planning, paid media management, and event marketing and execution. He is also an adjunct Digital Marketing and Strategy professor at Southern Methodist University. James joins me today to discuss entr...
What To Do With Your Property in Today’s Economy with Mark Cabal
June 28, 2022 11:00 - 42 minutes - 57.7 MBMark Cabal is a professional realtor who runs Mark Cabal Realty with his wife, Brenda. Mark has been in the real estate scene for over 15 years. He witnessed the state of the market in 2008 and used his experience to navigate the crash in 2020. He produces $25 million yearly in real estate transactions and is in the top 5% of over 700 agents in their office. Mark was recognized as a Best Agent by D Magazine for his expertise and dedication in 2012, 2013, 2016, and 2018. Mark joins me t...
Mentoring Your Career and Humanity with Burt Hicks
June 14, 2022 11:00 - 50 minutes - 70 MBBurt Hicks is the President and Chief Strategy and Growth Officer at Encore Bank, a private boutique bank that provides a full suite of financial products and services with a commercial focus on businesses, owners, professionals, and their families. As Chief Strategy and Growth Officer, Burt’s specialties and responsibilities include strategic and financial planning, change management, mergers and acquisitions, investor relations, and risk management. Before joining Encore Bank, Burt worked ...
Building an Efficient HR Team with Jennilee Autry
May 31, 2022 11:00 - 53 minutes - 73.5 MBJennilee Autry is the HCM Account Executive at Paylocity, a product suite built for both HR and Payroll solutions and designed for the employee experience. As the company’s HCM Account Executive, Jennilee incorporates a consultative approach to the company’s sales technique, is capable of finding promising prospects, and is persistent without being pushy. Before joining Paylocity, Jennilee was a Senior Solutions Consultant for Oracle. Jennilee joins me today to discuss all things related t...
Never Stop Planning Your Finances with Kevin Kennedy
May 17, 2022 11:00 - 50 minutes - 69.6 MBKevin Kennedy is the President of Kennedy Wealth and Tax Management, a financial business founded in 1995. Their team of retirement specialists provides investment advising and consultation to clients with assets over $1 million. Their services include tax management and financial planning with a focus on retirement. Kevin started the company because he wanted to offer unbiased investment offerings to help clients secure their financial future. Kevin joins me today to explain why financial...
Running Everything on the Cloud with Kelly Herrod
May 03, 2022 11:00 - 40 minutes - 91.8 MBKelly Herrod is the Owner and President of Herrod Technology (Herrod Tech). Herrod Tech is an information technology and services company that supports businesses by managing their IT, including cloud computing services. Their clients include law firms, oil and gas companies, architects and engineers, churches, and nonprofits. As President, Kelly oversees the day-to-day activities of Herrod Tech. Kelly joins me today to discuss why the last two years have been helpful to Herrod Tech due to...
Family Transitions from the Perspective of the Next Generation with Chad Bruce
April 19, 2022 11:00 - 52 minutes - 72 MBChad Bruce is the President of GluDown, a business that serves the construction adhesives market through aerosol and canister adhesives, epoxies, sealants, foam tapes, and more. As President, Chad is responsible for keeping the company up-to-date with the latest in adhesive technologies to ensure their customers get the best possible solutions for their adhesive needs. Chad graduated from The University of Kansas with a Bachelor of Science degree in Mathematics and Education, Secondary Mathe...
Creating Value in Your Business with Georgine Muntz
April 05, 2022 11:00 - 38 minutes - 87.8 MBGeorgine Muntz is the CEO and Strategic Advisor of Visual Matrix, a software development company that provides an all-in-one property management system for the hospitality industry. They serve over 2,000 properties across 30 countries. As the company’s CEO and Strategic Advisor, Georgine drives innovation and growth strategies that create long-term value and build mission-critical partnerships. Georgine joins me today to discuss how founders can create value in their business and the value...
Protecting Your Business from Cyberattacks with Michael Young
March 22, 2022 11:00 - 51 minutes - 71.1 MBMichael Young is the Owner and Senior IT Consultant of Computer CPR, a firm that provides over 140 small businesses of various industries with expert computer repair and IT support, emphasizing cybersecurity. Michael started Computer CPR in 2007 when he noticed the need for a proper IT support company that would go beyond basic troubleshooting. Michael obtained his Bachelor of Science degree in Computer Science at Pensacola Christian College. Michael joins me today to discuss the troubling...
Using Data To Promote Driver Safety with Rick Larkin
March 08, 2022 12:00 - 50 minutes - 69.4 MBRick Larkin is the Chief Information Officer at BCB Transport, a trucking company in Texas that empowers its independent contractors, employees, and truck drivers. Unlike most transport companies, Rick is big on driver safety, making critical decisions based on data—especially with the pandemic persisting. With over 10 years of leadership experience in the transport industry, Rick has also become an expert in operations management, logistics, business development, and team building. Rick j...
Planning for Your Business Transition with Trey Dacy
February 22, 2022 20:15 - 58 minutes - 79.8 MBTrey Dacy is a partner at Insurica, an insurance broker specializing in construction, energy, manufacturing, and healthcare. He has decades of experience in the industry, particularly in commercial property and casualty insurance, making him an expert in business protection. Before merging with Insurica, Trey was the owner of First Texas Insurance Services. Trey joins me today to discuss the role insurance plays in business transitions. He describes what Insurica is, its services, and wha...
Life as an IRS Agent with Gil Vollmering
February 08, 2022 12:00 - 57 minutes - 92.3 MBGil Vollmering is the owner of Waters, Vollmering & Associates, an accounting firm headquartered in Mansfield, Texas that has been providing service since 1985. Before becoming a firm partner, Gil was with the IRS for over ten years as a revenue agent and internal auditor. In addition to this, Gil has over 20 years of public accounting experience. Gil is also passionate about military history — especially regarding the Navy — and strives to stay updated with what’s happening with our territ...
The Seller's Journey with Denise Logan
January 24, 2022 12:00 - 54 minutes - 86.7 MBDenise Logan—who is called The Seller Whisperer—coaches leaders and business owners on how to leave or sell their businesses successfully without feeling empty afterward. She is a speaker who regularly talks about the emotional rollercoaster of business selling and making sure a plan is in place in the event of an untimely passing. Denise is also the author of The Seller’s Journey, which she describes as a business fable. Denise joins me today to discuss the emotional aspect of exiting a b...
How to Guarantee a Successful Transition with Casey Campbell
January 10, 2022 12:00 - 42 minutes - 67.4 MBCasey Campbell is the Managing Partner at PSK, a CPA firm that provides a wide range of business, personal accounting, and advisory services. He specializes in tax plan consultation and oversees team projects in both accounting and tax service departments. Before becoming part of PSK, Casey worked at KPMG for six years, focusing on manufacturing, construction, and alternative investment clients. Casey joins me today to discuss the different ways to ensure your business transition succeeds....
Repeatable Acts of Success with Ken Stibler
December 21, 2021 15:17 - 37 minutes - 51.7 MBKen Stibler is the Master Chair and International Speaker at Vistage, the world’s top CEO organization with over 21,000 members across 25 countries. The goal of Vistage is to help leaders improve and maximize their leadership and decision-making. Ken has over 30 years of experience in business and consulting in the energy, athletics, automotive, insurance, and telecommunications fields. Before becoming Master Chair, Ken was a coach for the men’s basketball team at the College of Charleston. ...