In this episode of the Strategy & Leadership Podcast, Anthony Taylor sits down with Tracy Nolan, SVP at Humana and board member at Dress for Success. Tracy has driven $31B in revenue through a $6B operating budget across a Fortune 100 career that includes leadership roles through the Sprint/T-Mobile merger, the Verizon/Alltel merger, 9/11, and Hurricane Maria in Puerto Rico.

Tracy shares the six ingredients she looks for in every team she builds, why "if your name is on the invite, you've earned the right to be in the room," and the story of a goose in a parking lot that reshaped how she thinks about listening as a leader.

Whether you're leading a mid-market company through change or building your first executive team, the fundamentals in this conversation apply.

What you'll learn:
• The six success ingredients Tracy uses to evaluate any team (trust, integrity, commitment, execution, teamwork, right people)
• How to build two-way trust before you need it
• The "open bridge" method Tracy used to lead 12,000 people through a merger during COVID
• Why vulnerability at the executive level accelerates transformation
• The concept of "full circle leadership" — managing your team, peers, boss, and customers as one system
• The most overlooked element of transformation plans (and why decisiveness beats consensus)
• How Dress for Success helps women re-enter the workforce

Chapters:
00:00 – Introducing Tracy Nolan
01:11 – Heart + leadership: how Tracy defines her MO
03:09 – The six success ingredients
05:14 – Building trust during major transformation
06:11 – The Sprint/T-Mobile merger & the goose in the parking lot
10:59 – Being the first woman in the boardroom
14:39 – Driving results and full circle leadership
20:49 – What most leaders miss in transformation
22:46 – Dress for Success and giving back
25:15 – Where to connect with Tracy

Connect with Tracy Nolan:
LinkedIn: linkedin.com/in/tracy-nolan

Learn more about Dress for Success: dressforsuccess.org

About the host:
Anthony Taylor is the founder of SME Strategy Consulting and host of the Strategy & Leadership Podcast. He helps mid-market leadership teams get aligned on one destination and execute on it. Learn more at smestrategy.net.

If you got value from this conversation, leave a review and let us know your biggest takeaway.

#Leadership #StrategyAndLeadership #Transformation #ChangeManagement #ExecutiveLeadership

In this episode of the SME Strategy and Leadership Podcast, host Anthony Taylor sits down with Travis Hahler, Senior Director of Global Strategy and Transformation at Salesforce, former Global Change and Transformation Lead at Google, and founder of The Neurological Nomad. Drawing on a background that spans neuroscience research, an MBA, and change leadership at Google, Salesforce, and Deloitte, Travis brings a rare fusion of brain science and boardroom experience to the question every leader eventually faces: how do you actually get people to move?

Together they unpack why 70 percent of change initiatives fail to achieve their expected ROI, how the brain interprets organizational change as a loss of competence, relationships, or control, and why urgency and free rein so often backfire. Travis shares the practical shift that separates the successful 30 percent from the rest, including why your program manager gets a project live but your change manager is the one who actually delivers the return.

What You Will Learn in This Episode

How the brain interprets organizational change as a threat, and what leaders consistently misread when teams push back

Why every change equals loss, and how to lead through the three types of loss people experience at work: competence, relationships, and control

Why "just go play with it" is the wrong way to roll out AI, and what people actually need before they will engage

The difference between program management and change management, and why underinvesting in the second one quietly kills your ROI

How to think about adoption in terms of ROI, and why 20 percent adoption rarely justifies the investment

About Travis Hahler

Travis Hahler is Senior Director of Global Strategy and Transformation at Salesforce and the founder of The Neurological Nomad. Over more than fifteen years he has guided over one hundred companies through organizational transformation, earning the nickname "Resistance Fortune Teller" for his ability to predict where change efforts will fail. His signature keynote, The Neuroscience of Change, has reached over 25,000 leaders across 150 global events. His book, Rethink Resistance: Embracing Neuroscience to Lead Transformational Change, is forthcoming from Fast Company Press. Travis has held change and transformation roles at Google and Deloitte, studied neuroscience at Harvard and conducted EEG research at Aalborg University in Denmark, and holds an MBA from the University of South Dakota.

Connect with Travis Hahler

Website: https://www.theneurologicalnomad.com/

LinkedIn: https://www.linkedin.com/in/travisdhahler/

Instagram: https://www.instagram.com/theneurologicalnomad/

About the Podcast

The SME Strategy and Leadership Podcast is where leaders come to sharpen their thinking on strategy, execution, and the human side of moving plans forward. Hosted by Anthony Taylor, each episode brings candid conversations with executives and experts who help teams get aligned and turn strategic plans into action.

Strategy Resources

Get help facilitating your strategic plan: https://www.smestrategy.net/strategic-planning-facilitator

Connect with Anthony Taylor on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604

Learn more about SME Strategy: https://www.smestrategy.net

Produced by Rednyne Productions: https://www.rednyne.com

In this episode of the SME Strategy and Leadership Podcast, host Anthony Taylor sits down with Kendra MacDonald, CEO of Canada's Ocean Supercluster and former Chief Audit Executive of Deloitte Global. After twenty five years at Deloitte, Kendra stepped out of a 275,000 person organization to become the first employee of a not for profit built to grow Canada's ocean economy. She talks candidly about why she made the leap, what it takes to align competing industries and countries around a shared goal, and why leadership in this moment looks different from what most people picture.

The conversation moves from the raw economic case for the ocean economy to the messy reality of collaboration at national and international scale. Kendra explains how a supercluster functions as a network of networks, why the devil is in the details when it comes to budgets and intellectual property, and how she keeps fishing executives, oil executives, researchers, and government partners focused on a common objective instead of the friction between them. She also shares a personal turning point that shaped her whole career, and makes the case for stepping into leadership even when you do not feel ready.

What You Will Learn in This Episode

How Kendra frames the size of the ocean economy opportunity and why Canada is significantly undersized relative to its coastline. Why collaboration is harder in practice than it sounds, and where partnerships tend to break down. How to keep diverse stakeholders aligned by returning to shared purpose rather than fixating on friction points. What it takes to lead a national initiative that spans four Atlantic provinces, coast to coast to coast, and nine countries. How technology, from sensors and autonomous platforms to AI, is being used to instrument the ocean and solve real problems. Why one moment should never be allowed to become career defining, and why the current moment needs more people to step into leadership.

About Kendra MacDonald

Kendra (she/her) is the CEO for Canada's Ocean Supercluster (OSC), responsible for driving the sustainable growth of Canada's Ocean Economy. Along with the OSC team, Kendra is passionately committed to raising awareness of Canada's ocean opportunity and role as an ocean nation.

Connect with Kendra

LinkedIn: https://www.linkedin.com/in/kendramacdonald-40b574

Canada's Ocean Supercluster: https://oceansupercluster.ca

Saltwater Signals on Substack: https://substack.com/@saltwatersignals

About the Podcast

The SME Strategy and Leadership Podcast brings you conversations with leaders and thinkers from around the world on strategy, leadership, and building organizations that last. Hosted by Anthony Taylor, founder of SME Strategy Consulting and strategic advisor to leadership teams across North America, each episode gives executives practical perspective they can bring back to their own teams.

Strategy Resources

Looking to align your leadership team around a clear strategic plan? Learn more about strategic planning facilitation with Anthony and the SME Strategy team: https://smestrategy.net/strategic-planning-facilitator

Connect with Anthony on LinkedIn: https://linkedin.com/in/anthonyctaylor604

Produced by Rednyne Productions: https://rednyne.com

When a recruiter called George Barrios about a CFO job, George was treasurer of The New York Times Company. His verbatim reaction when he heard the company was WWE: "are you fucking kidding me?" He took the role anyway. Twelve years later, the stock had gone from $15 to $100, and he had helped engineer the largest acquisition in sports entertainment history.

In this episode of the Strategy and Leadership Podcast, Anthony C. Taylor speaks with George Barrios, former Co-President and Board Member of WWE, Co-Founder and Co-CEO of Isos Capital, and author of Sometimes Wrong but Never in Doubt, about how deep preparation builds the conviction to act when everyone says you are wrong. George and his business partner Michelle Wilson took WWE from a roughly $1 billion North American event business to the company that anchored the $9.3 billion merger with UFC to form TKO Group.

Anthony and George explore the insight that the entire industry rejected, why being right when everyone else is wrong is the only kind of right that matters, how over 1,100 meetings in three and a half years changed the market's mind, and what it takes to rebuild after being fired in front of your whole industry. The conversation also goes deep on the research method behind every decision George makes, the partnership dynamic with Vince McMahon, and how he now applies the WWE playbook across La Liga, Ligue 1, and the WTA.

What You Will Learn in This Episode

- How George and Michelle Wilson took WWE from roughly $1 billion to a $9.3 billion valuation

- Why deep preparation, not self-confidence, is the real source of conviction

- The insight about live content that the entire industry insisted was wrong

- Why being right when everyone else is wrong is where the value lives

- What over 1,100 meetings in three and a half years actually accomplished

- How George rebuilt after being fired publicly and then called back to finish the deal

About George Barrios

George Barrios is a business leader, investor, and operator working at the intersection of sports, media, and technology. He is Co-Founder and Co-CEO of Isos Capital, where he invests across sports, entertainment, and media. He is also an investor in and Director of Global Sport Group (GSG), a CVC-backed sports investment platform whose portfolio includes La Liga, Ligue 1, the WTA, and Equine Network, and serves as a Trustee of the University of Connecticut.

George is best known for his tenure as Co-President and Board Member of WWE, where he helped transform the company into a global, multi-platform entertainment business and lead its merger with UFC to form TKO Group. Earlier in his career, he held senior executive roles at The New York Times Company, Time Warner, HBO, and Praxair. He holds an MBA from the University of Connecticut School of Business. A first-generation Cuban American raised in Queens, New York, he is the author of Sometimes Wrong but Never in Doubt.

Connect with George Barrios

Website: https://georgebarrios.com

LinkedIn: https://www.linkedin.com/in/georgebarrios/

About the Strategy and Leadership Podcast

The Strategy and Leadership Podcast is hosted by Anthony C. Taylor, a strategic advisor to mid-market leadership teams ($30M to $300M) across North America. He works directly with CEOs and senior leaders to align their teams, clarify priorities, and execute strategy in complex organizations, interviewing founders, executives, and industry leaders about what actually works when strategy has to survive execution.

Strategy Resources for Leaders

Work with a Strategic Planning Facilitator: https://www.smestrategy.net/strategic-planning-facilitator

Connect with Anthony Taylor on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

Produced by Rednyne Productions: https://www.rednyne.com

In this episode of the Strategy and Leadership Podcast, Anthony C. Taylor speaks with John Rose, former President and CEO of Nuheat Industries, advisor, investor, and board director, about what 16 years at the helm of a market leader taught him about culture, alignment, and building a company people are proud to work for. John took Nuheat from 15 staff, three computers, and humble beginnings to the North American industry leader in electric radiant floor heating, with 120 full time employees and roughly 4,000 distribution partners before its sale to Pentair in 2015.

Anthony and John explore why culture is a precondition for performance rather than a perk, how celebrating 24 nationalities on staff galvanized the team, why alignment is the most important thing a leader can build, and how to define what winning actually looks like. The conversation also covers family business succession, the relationship between an executive and their board, and the two interview questions John used in nearly every hire at Nuheat.

What You Will Learn in This Episode

How John transformed Nuheat from 15 employees into the North American market leader

Why culture is a precondition for performance, not a perk

How celebrating 24 nationalities on staff galvanized the team and drove results

Why alignment is the most important thing a leader can build

How to define what winning looks like for your organization

Why hope is not a strategy and how accountability keeps a plan alive

How to structure family business succession so the next generation can lead

Why an executive should own the conversation with their board

The two interview questions John used in 90% of his hires

About John Rose

John Rose believes a strong corporate culture is the key ingredient for long-term success. Leaders create the culture, and the culture creates results.

John spent 13 years in his family business, Kirkland and Rose, a bakery and grocery supplier across Western Canada, before it sold to a Dutch company in the early 90s. He then served as President and CEO of Nuheat Industries for 16 years. His focus on culture earned Nuheat Platinum Status as a 10 time winner in Canada's Best Managed Companies Program, a Cultural Diversity Award for employing staff from 24 countries, recognition as one of BC's Best Places to Work, and BC Exporter of the Year. The company grew from 15 staff to the North American leader in electric radiant floor heating, with 120 full time staff and roughly 4,000 distribution partners before its 2015 sale to Pentair.

John is also an engaged community leader. He served as a Director and later Chair of Canuck Place Children's Hospice, and Chair of the Board of Mackay CEO Forums. He currently works with companies on Leadership, Succession, and Transition, and sits on the Boards of VanAir Design, Highgate Senior Living, Travelers Financial Group, and Tap & Barrel Restaurants.

Connect with John Rose

Website: https://www.johnroseconsulting.com

Instagram: @johnrose1

About the Strategy and Leadership Podcast

The Strategy and Leadership Podcast is hosted by Anthony C. Taylor, a strategic advisor to mid-market leadership teams ($30M to $300M) across North America. Anthony works directly with CEOs and senior leaders to help them align their teams, clarify priorities, and execute strategy in complex organizations. He interviews founders, executives, and industry leaders about what actually works when strategy has to survive execution.

Strategy Resources for Leaders

Work with a Strategic Planning Facilitator https://www.smestrategy.net/strategic-planning-facilitator

Connect with Anthony Taylor on LinkedIn https://www.linkedin.com/in/anthonyctaylor604/

Produced by Rednyne Productions https://www.rednyne.com

In this episode, Anthony C. Taylor speaks with Jenn Donahue, PhD, PE, retired U.S. Navy captain, international keynote speaker, business coach, and USA Today bestselling author of Becoming the Warrior: Harnessing Your Inner Strength to Silence Self-Doubt. Jenn commanded an 800-personnel battalion in Afghanistan, built a bridge across the Euphrates River during the Iraq War, survived enemy fire and a contract on her life, and led teams through decisions where the cost of hesitation was measured in lives, not quarterly results.

Anthony and Jenn explore the two inner voices that quietly undermine leaders at every level, why self-doubt gets louder the higher you climb, how military preparation maps directly to business leadership, and what a 360 review revealed about her own leadership that changed everything.

What You Will Learn in This Episode

The two inner voices that hold leaders back, what they are, how they work, and why one is harder to catch than the other.

Why self-doubt gets proportionally louder as the stakes get higher, and what neuroscience says about rewiring that response.

How military briefing and debriefing practices translate into business leadership and why most organizations skip the step that matters most.

What Jenn learned when a subordinate called her out for not trusting her team under stress, and how that feedback transformed her command.

Why trust determines how well an organization actually performs, and what it looks like when leaders build it versus let it erode.

How to mentally prepare for high-pressure conversations so you stay grounded instead of falling into fight, flight, or freeze.

The Warrior Framework Jenn developed from combat training: perceive, assess, ready, act, and how leaders can use it to move from stuck to decisive.

About Jenn Donahue

Jenn Donahue, PhD, PE is an international keynote speaker, retired U.S. Navy captain, business coach, and one of North America's leading voices on leadership and personal growth. Over a 27-year military career, she commanded an 800-personnel battalion in Afghanistan, built a bridge across the Euphrates River during the Iraq War, and led the construction of combat outposts in hostile terrain. Her USA Today bestselling book, Becoming the Warrior, draws on her battlefield experience to build a four-part framework that helps leaders move past self-doubt and take decisive action.

Connect with Jenn Donahue: https://www.jenndonahue.com

LinkedIn: https://www.linkedin.com/in/jenndonahue-phd-pe/

Instagram: @iamjenndonahue

About the Strategy & Leadership Podcast

The Strategy & Leadership Podcast is hosted by Anthony C. Taylor, a strategic advisor to mid-market leadership teams ($30M to $300M) across North America. Anthony works directly with CEOs and senior leaders to help them align their teams, clarify priorities, and execute strategy effectively in complex organizations.

Work with a Strategic Planning Facilitator: https://www.smestrategy.net/strategic-planning-facilitator

Connect with Anthony Taylor on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

Produced by Rednyne Productions: https://www.rednyne.com

In this episode of the Strategy & Leadership Podcast, Anthony C. Taylor speaks with Mark Rampolla, founder and CEO of ZICO Coconut Water, co-founder and managing partner of GroundForce Capital, and author of An Entrepreneur's Guide to Freedom. Mark spent nine years building ZICO into one of the fastest-growing beverage brands in the world, sold it to Coca-Cola in 2013, and later bought it back for a fraction of the sale price when the company was divested.

What Mark has learned from backing nearly 100 companies at GroundForce Capital, sitting on 40+ boards, and helping raise over $1 billion in capital changes how you think about what separates founders who break through from those who don't. Anthony and Mark explore why self-reflection and curiosity are the most powerful indicators of future success, why the founder to CEO transition breaks most people, and what it really means to treat people the way they want to be treated.

What You Will Learn in This Episode

• Why growth is an inside job and what that means for founders
• The surprising pattern across nearly 100 companies that separates high performers
• Why strategy and execution matter far less than people think
• How to spot real indicators of someone's future success
• What Mark learned building Zico twice and why the second time was different
• The founder to CEO transition and what determines who makes it
• How to identify the niche that makes your brand resonate
• Why the platinum rule changes how you lead
• What a $600 million asset management firm looks for in founder teams

About Mark Rampolla

Mark is co-founder and managing partner of GroundForce Capital, a $600 million institutional asset management firm. He has backed nearly 100 companies, served on 40+ boards, helped raise over $1 billion in capital, and contributed to creating over $5 billion in enterprise value. Before GroundForce, Mark founded and led ZICO Coconut Water from 2004 to 2013, selling it to Coca-Cola before buying it back years later as ZICO Rising. His investment portfolio includes Liquid Death, Osoba, Vive Organic, OWYN, Flying Embers, and Partake Brewing. Mark holds an MBA from Duke University and was a Peace Corps volunteer in Central America.

Connect with Mark Rampolla

Website: https://www.markrampolla.co/
LinkedIn: https://www.linkedin.com/in/marksrampolla/
Instagram: @markrampolla
Book: An Entrepreneur's Guide to Freedom

About the Strategy & Leadership Podcast

The Strategy & Leadership Podcast is hosted by Anthony C. Taylor, a strategic advisor to mid-market leadership teams ($30M to $300M). On this show, he interviews founders, executives, and industry leaders about what actually works when strategy has to survive execution.

Strategy Resources

Strategic Planning Facilitator: https://www.smestrategy.net/strategic-planning-facilitator
Anthony Taylor on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/
Produced by Rednyne Productions

In this episode of the Strategy and Leadership Podcast, Anthony C. Taylor speaks with Jason Richardson, a former Royal Australian Air Force fighter pilot, Cathay Pacific captain, and performance consultant who has worked inside a Formula One team, about what high-performance culture actually looks like when lives and championships are on the line.

Jason flew F/A-18s with No. 77 Squadron, earned his command on the A330 and A350, and during COVID brought his aviation expertise into Formula One. He now runs Richardson Human Performance Solutions, helping organizations build the foundational conditions for sustained high performance.

Anthony and Jason explore the tree model of organizational performance, why trust, psychological safety, and culture are the root structure everything else depends on, and how aviation's 7,000-page operating manual is a masterclass in delegation. They dig into what it took to align an entire F1 team around a single mission, why trust cannot be enforced, and the counterintuitive move that builds it fastest.

What You Will Learn in This Episode

Why high performance is a mindset before it is a method, and how that mindset is built, not inherited

The tree model of organizational performance: what belongs in the roots, the trunk, and the leaves

How aviation systemized delegation and emergency response, and what business leaders can take from it

What Jason's work inside a Formula One team revealed about aligning large organizations to a single mission

How to build trust quickly, and why acting against your own self-interest is the most powerful move

Why high performers want challenge more than money, and how leaders can use that

The leadership fractal: why you own the operating environment at every level of the organization

Why culture change has to start at the roots before anything else will stick

About Jason Richardson

Jason Richardson is a former Royal Australian Air Force fighter pilot, qualified flying instructor, and current Cathay Pacific captain on the Airbus A330 and A350. He served with the RAAF from 1992 to 2007, flying F/A-18s with No. 77 Squadron before transitioning to commercial aviation.

In 2024 and 2025, Jason worked exclusively with a Formula One team on a culture and identity project, during which time the team climbed two positions in the constructors championship. He founded Richardson Human Performance Solutions in 2019 and is an ICF accredited organizational coach.

He is the author of Fighting for Flawless: A Fighter Pilot's Manual for Leading in High-Stakes Environments, available on Amazon in paperback and Kindle.

Connect with Jason

Website: https://www.richardsonhps.com

LinkedIn: https://www.linkedin.com/in/richardsonhps/

YouTube: https://www.youtube.com/@richardsonhps

About the Strategy and Leadership Podcast

The Strategy and Leadership Podcast is hosted by Anthony C. Taylor, a strategic advisor to mid-market leadership teams ($30M to $300M) across North America. Anthony works directly with CEOs and senior leaders to help them align their teams, clarify priorities, and execute strategy in complex organizations. On this show, he interviews founders, executives, and industry leaders about what actually works when strategy has to survive execution.

Strategy Resources for Leaders

Work with a Strategic Planning Facilitator: https://www.smestrategy.net/strategic-planning-facilitator

Connect with Anthony Taylor on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

Produced by Rednyne Productions: https://www.rednyne.com

In this episode of the Strategy & Leadership Podcast, Anthony C. Taylor speaks with Jim Remley, founder of the largest independent real estate brokerage in Oregon and nationally recognized coach at eRealEstateCoach.com, about what it actually takes to build and lead a high-performance organization through growth, adversity, and market disruption.

Jim brings 36 years of experience scaling to 17 offices, 3,000 annual transactions, and $1.4 billion in sales volume, having navigated 9/11, the dot-com crash, the Great Recession, and COVID. He breaks down why most leaders are operating with dangerously low standards, how to differentiate in a commoditized market, and why speaking to the self-interest of the people you lead is not a compromise — it is the strategy. He also shares the 4-month war chest rule, how proprietary value and people training protect a business from competing on price alone, and why a leader's composure sets the performance ceiling for the entire organization.

What You Will Learn in This Episode

• Why leaders and managers are fundamentally different and which one your business actually needs
• How to create proprietary value in a commoditized industry
• Why your people are the most important competitive differentiator you have
• How to recruit top talent by speaking directly to their self-interest
• The 4-month war chest rule and why building it should be a non-negotiable priority
• How to lead calmly through market shocks when everything around you is uncertain
• Why world-class expectations produce world-class results
• How to personalize automated outreach using video so it actually gets watched

About Jim Remley

Jim Remley is a nationally recognized real estate broker, coach, and author whose career began at age 19. He quickly ranked in the top 1% of REALTORS® nationwide, listing over 150 properties in his first year. At 24, he founded his first real estate company, which grew to 17 offices and became the largest independent real estate brokerage in Oregon, closing 3,000 transactions annually with a sales volume exceeding $1.4 billion.

Jim is a sought-after instructor for the National Association of REALTORS, co-founder of the Luxury Home Council, and author of the Accredited Luxury Home Specialist (ALHS) designation and three bestselling books, including Sell Your Home in Any Market. He has appeared on CNN's Open House and now coaches office leaders and brokers nationally through eRealEstateCoach.com.

Connect with Jim

Website: https://erealestatecoach.com
LinkedIn: https://www.linkedin.com/in/jim-remley
YouTube: https://www.youtube.com/@eRealEstateCoach
TikTok: https://www.tiktok.com/@erealestatecoach
Instagram: https://www.instagram.com/erealestatecoach

About the Strategy & Leadership Podcast

The Strategy & Leadership Podcast is hosted by Anthony C. Taylor, a strategic advisor to mid-market leadership teams ($30M–$300M) across North America.

Anthony works directly with CEOs and senior leaders to help them align their teams, clarify priorities, and execute strategy effectively in complex organizations.

On this show, he interviews founders, executives, and industry leaders about what actually works when strategy has to survive execution.

Strategy Resources for Leaders

Work with a Strategic Planning Facilitator: https://www.smestrategy.net/strategic-planning-facilitator
Connect with Anthony Taylor on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/
Produced by Rednyne Productions: https://www.rednyne.com

In this episode, Anthony C. Taylor speaks with Jonathan Iger, CEO and President of Sage, a 102-year-old commercial real estate company that has outlasted every recession, market shift, and industry disruption since 1924. Jonathan shares how Sage has stayed relevant by reading macro shifts before they hit, doubling down on what makes the office irreplaceable, and treating every tenant relationship like a long-term partnership rather than a lease agreement.

Anthony and Jonathan explore how elevated consumer expectations are reshaping the workplace, why the best office environments take cues from the hospitality industry, and how a 102-year track record is built not on grand slam moments but on consistently hitting singles across every customer touchpoint.

What You'll Learn

• Why relationship always trumps transaction, even in transactional businesses
• How to read macro shifts before they disrupt your industry
• Why competing with remote work is the wrong strategy — and what to do instead
• How customer journey mapping drives better experiences at every touchpoint
• Why the best office environments are built on the hospitality model
• How Sage has retained tenants for over 30 years through deep partnership thinking
• Why time is the most valuable commodity you can give your customers
• How a 102-year-old company thinks about long-term bets and strategic focus

Connect with Jonathan Iger

Website: https://sagerealty.com
LinkedIn: https://www.linkedin.com/in/jonathaniger/

Strategy Resources for Leaders

Download the Strategic Alignment Toolkit: https://www.smestrategy.net/toolkit
Book a Strategic Alignment Review: https://www.smestrategy.net/contact
Learn more about SME Strategy: https://www.smestrategy.net
Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

Produced by Rednyne Productions

In this episode of the Strategy & Leadership Podcast, Anthony C. Taylor speaks with Tim Vipond, Co-Founder and CEO of Corporate Finance Institute (CFI), about why financial acumen is a non-negotiable leadership skill and why the rise of AI is making it more critical, not less.

Tim breaks down the three levels of financial acumen every leader needs, regardless of role or background, and why most executives are operating with a dangerous gap in their foundational knowledge.

Anthony and Tim explore how financial literacy creates alignment across leadership teams, why understanding the numbers leads to shorter and more effective meetings, and how the three financial statements function as the foundation of executive thinking. They also address one of the most common misconceptions in the age of AI: that technology can replace the need for financial understanding, and why leaders who believe this are setting themselves up to be outpaced.

What You Will Learn in This Episode

• The three levels of financial acumen and where most leaders get stuck
• Why financial literacy is a universal leadership skill, not just a finance function
• How the three financial statements change the way executives think
• Why AI makes financial knowledge more important, not less
• Why you can't ask the right questions if you don't understand the numbers
• Why clarity is the real goal of good financial analysis, not more data

About Tim Vipond

Tim Vipond is the Co-Founder and CEO of Corporate Finance Institute (CFI), a global finance education platform serving over 2.8 million learners across 180 countries and the creator of the globally recognized FMVA® certification. Before CFI, Tim worked in investment banking at CIBC, corporate development at Goldcorp, and as VP of Finance at Shoes.com, participating in over $3 billion in transactions.

Connect with Tim

Website: https://corporatefinanceinstitute.com

LinkedIn: https://www.linkedin.com/in/timvipond

About the Strategy & Leadership Podcast

Hosted by Anthony C. Taylor, strategic advisor to mid-market leadership teams ($30M–$300M) across North America. On this show, he interviews founders, executives, and industry leaders about what actually works when strategy has to survive execution.

Strategy Resources for Leaders

Strategic Alignment Toolkit: https://www.smestrategy.net/toolkit

Book a Strategic Alignment Review: https://www.smestrategy.net/contact

SME Strategy: https://www.smestrategy.net

Anthony Taylor on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

Produced by Rednyne Productions: https://www.rednyne.com

3x Inc 5000 founder Dustin Domerese joins Anthony C. Taylor to unpack why mid-market tech rollouts keep failing and what CEOs of $30M–$300M companies need to do differently.

In this conversation:

- Why your frontline workers aren't the adoption problem (and who is)- The marketing director who walked into a room and silenced 15 people- The "technology troublemakers" already solving problems you don't know exist- How to hire smart, humble, hungry over expensive senior consultants- What questions every leadership team should ask before the next software investment

About Dustin Domerese

Dustin Domerese is Managing Partner at Dynamic Consultants Group, a 3x Inc. 5000 Microsoft consulting firm. He is a thought leader, bestselling author, and technology innovator within the Microsoft ecosystem, delivering his experience in CRM, ERP, and software development to business leaders and technical teams.

Dustin has consulted for more than 300 companies across a wide range of industries and has worked with organizations across the Microsoft, SAP, Oracle, and Salesforce ecosystems. Prior to founding multiple companies, he worked with organizations including Barclays, EMC2, HP, and Microsoft.

He is also the founder of PowerLearn Academy, where he helps train and develop the next generation of technology consultants by focusing on building internal talent and capability.

Dustin is a global speaker on technology and digital transformation and has presented at conferences around the world. Outside of work, he is an accomplished musician, outdoor enthusiast, and a self-described mostly terrible golfer.

Connect with Dustin

• Website: https://dynamicconsultantsgroup.com
• LinkedIn: https://www.linkedin.com/in/dustin-domerese-a0039011/
• YouTube: https://www.youtube.com/@dynamicconsultantsgroup4151

About the Strategy & Leadership Podcast

The Strategy & Leadership Podcast is hosted by Anthony C. Taylor, a strategic advisor to mid-market leadership teams ($30M–$300M) across North America.

Anthony works directly with CEOs and senior leaders to help them align their teams, clarify priorities, and execute strategy effectively in complex organizations.

On this show, he interviews founders, executives, and industry leaders about what actually works when strategy has to survive execution.

Strategy Resources for Leaders

Download the Strategic Alignment Toolkit:

https://www.smestrategy.net/toolkit

Book a Strategic Alignment Review:

https://www.smestrategy.net/contact

Learn more about SME Strategy:

https://www.smestrategy.net

Connect with Anthony Taylor on LinkedIn:

https://www.linkedin.com/in/anthonyctaylor604/

Produced by Rednyne Productions
https://www.rednyne.com

In this episode of the Strategy & Leadership Podcast, Anthony Taylor speaks with Jeroen De Flander, international expert in AI Strategy and Strategy Execution, keynote speaker, and co-founder of The Performance Factory.

Jeroen has worked with more than 500 companies worldwide and has spent decades helping organizations close the gap between strategy and execution. In this conversation, he breaks down a simple but powerful framework for thinking about AI inside your organization: Augment, Automate, Aspire.

Anthony and Jeroen explore why most leadership teams are still focused on the wrong level of AI adoption, how strategy is ultimately about making clear choices, including what not to do, and why delegating AI decisions to IT is one of the biggest risks in today’s boardrooms.

They also discuss how AI should be treated as a strategic capability, not just a tool, how leaders can use it to improve processes and create new value for customers, and why the real opportunity lies in rethinking business models entirely.

What You Will Learn in This Episode

• Why strategy is fundamentally about making clear choices that last
• The importance of defining what your organization will not do
• Jeroen’s 3 A framework: Augment, Automate, Aspire
• Why most companies are stuck at the lowest level of AI adoption
• How AI can improve both internal processes and customer value
• Why leadership teams must own AI strategy instead of delegating it
• How AI is reshaping business models and long-term competitive advantage

About Jeroen De Flander

Jeroen De Flander is an international expert in AI Strategy and Strategy Execution, and a keynote speaker who has inspired audiences in more than 45 countries.

He is a professor at TIAS School for Business and Society and Academic Director for both the Strategy Execution Master and the AI Strategy Program. Jeroen is the bestselling author of several books, including Strategy Execution Heroes, The Execution Shortcut, and The Art of Performance, and creator of The 8 Model.

As co-founder of The Performance Factory, he supports organizations in developing practical AI strategies and achieving stronger execution results. He has worked with more than 500 companies worldwide and contributes to the Harvard Business Review Advisory Council.

His current work focuses on how AI reshapes strategic thinking and execution inside organizations.

Connect with Jeroen:
Website: https://www.jeroen-de-flander.com
LinkedIn: https://www.linkedin.com/in/jeroendeflander/
YouTube: https://www.youtube.com/@jeroendeflander1
Instagram: https://www.instagram.com/jeroendeflander/
X: https://x.com/JeroenDeFlander

About the Strategy & Leadership Podcast

The Strategy & Leadership Podcast is hosted by Anthony Taylor, a strategic advisor who works with mid-market leadership teams ($30M–$300M) across North America.

For more than 15 years, Anthony has been in the room with leadership teams navigating growth, transitions, and the alignment challenges that come with scaling complex organizations.

On this show, he interviews CEOs, founders, and senior leaders about what actually works when strategy has to survive execution.

If you lead a team and want to get better at it, subscribe.

Strategy Resources for Leaders

Download the Strategic Alignment Toolkit
https://www.smestrategy.net/toolkit

Book a Strategic Alignment Review
https://www.smestrategy.net/contact

Learn more about SME Strategy
https://www.smestrategy.net

Connect with Anthony Taylor on LinkedIn
https://www.linkedin.com/in/anthonyctaylor604/

Produced by Rednyne Productions

https://www.rednyne.com

In this episode of the Strategy & Leadership Podcast, Anthony Taylor speaks with Eric Ries, entrepreneur and author of Incorruptible: Why Good Companies Go Bad… and How Great Companies Stay Great.

Eric is best known for The Lean Startup, a book that reshaped how modern companies are built. In this conversation, he expands on that foundation and challenges one of the most deeply held assumptions in business: that corruption and failure are the result of bad actors rather than flawed systems.

Anthony and Eric explore why even well-intentioned leaders and organizations drift toward short-term thinking, how “financial gravity” pulls companies away from their purpose, and what it takes to design organizations that can scale without losing their mission.

They also discuss the role of governance as a strategic advantage, why trust is one of the most valuable assets a company can build, and how leaders can rethink profit, accountability, and long-term value creation in a way that aligns performance with purpose.

What You Will Learn in This Episode

• Why good companies go bad even with strong leadership
• How structural design, not morality, drives long-term outcomes
• What “financial gravity” is and how it impacts decision-making
• Why governance should be treated as a strategic function, not compliance
• How to build organizations that scale without losing their mission

About Eric Ries

Eric Ries is an entrepreneur, author, and creator of the Lean Startup methodology, which has influenced how a generation of companies approach innovation and growth. He is the author of the New York Times bestseller The Lean Startup, as well as The Startup Way and The Leader’s Guide.

Over the past two decades, Eric has worked with founders, executives, and investors to rethink how organizations are built and governed. He is the founder of the Long-Term Stock Exchange and has launched multiple companies, including IMVU and Answer.AI.

His latest book, Incorruptible, explores how organizations can be designed to resist short-term pressures, build trust, and create long-term value without losing their core mission.

About the Strategy & Leadership Podcast

The Strategy & Leadership Podcast is hosted by Anthony Taylor, a strategic advisor who works with mid-market leadership teams ($30M–$300M) across North America.

For more than 15 years, Anthony has been in the room with leadership teams navigating growth, transitions, and the alignment challenges that come with scaling complex organizations.

On this show, he interviews CEOs, founders, and senior leaders about what actually works when strategy has to survive execution.

If you lead a team and want to get better at it, subscribe.

Strategy Resources for Leaders

Download the Strategic Alignment Toolkit
https://www.smestrategy.net/toolkit

Book a Strategic Alignment Review
https://www.smestrategy.net/contact

Learn more about SME Strategy
https://www.smestrategy.net

Connect with Anthony Taylor on LinkedIn
https://www.linkedin.com/in/anthonyctaylor604/

Produced by Rednyne Productions
https://www.rednyne.com

What happens when a leadership team can’t agree on what actually drives value?

In this episode of the Strategy & Leadership Podcast, Anthony Taylor speaks with Lee Benson, a multi-exit CEO who has built and sold companies ranging from seven to nine figures and developed a practical methodology for aligning teams around what matters most.

Lee has spent decades working with leadership teams across organizations of all sizes, helping them close the gap between strategy and execution by focusing on one critical idea: every team must be aligned around a single Most Important Number that reflects the value they are designed to create.

In this conversation, Anthony and Lee explore why most leadership teams struggle to clearly define what drives value, how misalignment shows up across departments, and why measuring the wrong things creates friction, slows execution, and limits growth.

They also discuss the role of the CEO in driving value, how to cascade priorities across an organization, and why avoiding hard conversations around performance is one of the biggest barriers to alignment and results.

What You Will Learn in This Episode

• Why most leadership teams are not aligned on what actually drives value
• How to define the Most Important Number for your organization and teams
• The hidden cost of measuring the wrong metrics across departments
• Why misalignment creates execution gaps and slows growth
• How strong leaders handle performance and accountability conversations

About Lee Benson

Lee Benson is a multi-exit CEO, founder, and leadership advisor.

He is the CEO of Execute to Win and the creator of the MIND Methodology (Most Important Number and Drivers), a framework designed to help organizations align teams, improve execution, and increase business value over time. Over the past 25 years, Lee has founded multiple companies with exits ranging from seven to nine figures and has worked with hundreds of leadership teams to accelerate value creation.

About the Strategy & Leadership Podcast

The Strategy & Leadership Podcast is hosted by Anthony Taylor, a strategic advisor who works with mid-market leadership teams ($30M–$300M) across North America.

For more than 15 years, Anthony has been in the room with leadership teams navigating growth, transitions, and the alignment challenges that come with scaling complex organizations.

On this show, he interviews CEOs, founders, and senior leaders about what actually works when strategy has to survive execution.

If you lead a team and want to get better at it, subscribe.

Strategy Resources for Leaders

Download the Strategic Alignment Toolkit
https://www.smestrategy.net/toolkit

Book a Strategic Alignment Review
https://www.smestrategy.net/contact

Learn more about SME Strategy
https://www.smestrategy.net

Connect with Anthony Taylor on LinkedIn
https://www.linkedin.com/in/anthonyctaylor604/

Produced by Rednyne Productions
https://www.rednyne.com

What happens when culture, gaming, media, and entrepreneurship converge?

In this episode of the Strategy & Leadership Podcast, Anthony Taylor speaks with Greg Selkoe, a serial entrepreneur who has spent his career building culture-driven companies at the intersection of media, commerce, and community.

Greg is the Co-Founder and CEO of XSET, a gaming lifestyle brand operating at the intersection of esports, content creation, music, fashion, and digital media. Prior to launching XSET, Greg founded Karmaloop, one of the earliest and most influential streetwear e-commerce platforms, which grew to more than $180 million in annual revenue, and later served as the first President and CEO of FaZe Clan, helping scale one of the most recognizable brands in gaming.

In this conversation, Anthony and Greg explore how the creator economy is reshaping modern business, why community has become the most valuable asset for brands, and how gaming culture has evolved into one of the largest entertainment ecosystems in the world.

They also discuss what traditional organizations can learn from creator-led brands, how companies can authentically reach younger audiences, and why the next generation of media companies will be built around people, personalities, and communities.

What You Will Learn in This Episode

• Why community has become the foundation of modern business models
• How the creator economy is transforming media, marketing, and brand building
• What established companies misunderstand about Gen Z audiences
• Strategic lessons from building Karmaloop, FaZe Clan, and XSET
• Why personalities and creators increasingly drive brand growth

About Greg Selkoe

Greg Selkoe is a serial entrepreneur and culture-focused business leader.

He is the Co-Founder and CEO of XSET, a gaming lifestyle brand designed to bring together esports, creators, fashion, music, and digital media into a next-generation media platform. He previously founded Karmaloop, a pioneering streetwear platform that reached more than $180 million in annual revenue, and later served as President and CEO of FaZe Clan, helping scale one of the most recognized organizations in gaming.

Throughout his career, Greg has built companies centered on community, culture, and digital media innovation.

About the Strategy & Leadership Podcast

The Strategy & Leadership Podcast is hosted by Anthony Taylor, a strategic advisor who works with mid-market leadership teams ($30M–$300M) across North America.

For more than 15 years, Anthony has been in the room with leadership teams navigating growth, transitions, and the alignment challenges that come with scaling complex organizations.

On this show, he interviews CEOs, founders, and senior leaders about what actually works when strategy has to survive execution.

If you lead a team and want to get better at it, subscribe.

Strategy Resources for Leaders

Download the Strategic Alignment Toolkit
https://www.smestrategy.net/toolkit

Book a Strategic Alignment Review
https://www.smestrategy.net/contact

Learn more about SME Strategy
https://www.smestrategy.net

Connect with Anthony Taylor on LinkedInhttps://www.linkedin.com/in/anthonyctaylor604/

Produced by Rednyne Productions

https://www.rednyne.com

In this episode of the Strategy and Leadership Podcast, host Anthony C. Taylor sits down with Chris Deaver, culture architect, leadership coach, and co-author of Brave Together. Chris is the co-founder of BraveCore and has worked inside some of the world’s most innovative organizations, including Apple, Disney, VMware, and Roblox, helping leaders build cultures that enable creativity, trust, and sustained performance.

Chris shares why culture should be viewed as the operating system of strategy rather than a secondary initiative led by HR. Drawing from his experience working with leaders inside Apple and Disney, he explains how culture shapes decision-making, collaboration, and the ability of organizations to innovate under pressure.

Anthony and Chris explore how leaders can intentionally design culture to unlock the full potential of their teams. The conversation highlights why most organizations only access a fraction of their team’s potential energy, how fear limits creativity and performance, and why teams that learn to co-create often outperform groups of individual high performers.

The discussion also explores the future of leadership in a world shaped by AI and automation. Chris explains why technical expertise alone will not be enough for leaders and professionals going forward, and why the ability to collaborate, build trust, and create shared ownership will become a critical differentiator.

In this episode, you will learn:

• Why culture should be treated as the operating system of strategy
• How leaders can intentionally design cultures that unlock innovation
• Why most organizations only tap into a small percentage of their team’s potential
• How fear inside organizations limits creativity and performance
• Why collaborative teams often outperform groups of individual high performers
• How leaders can build cultures where people do the best work of their lives

Enroll in our strategic thinking training today for $0!

https://courses.smestrategy.net/courses/Strategic-Leadership-Toolkit

If you want your team’s execution to be smoother, faster, and easier, your team needs the right tools and coaching. Enroll in the Strategy Leadership Accelerator and level up your leadership team.

https://courses.smestrategy.net/courses/Leading-Strategy-Execution

Connect with Chris Deaver

LinkedIn: https://www.linkedin.com/in/chris-deaver/
Website: https://www.bravecore.co

About the Host

Anthony Taylor is the CEO and Founder of SME Strategy and a trusted expert in organizational alignment and strategy execution. With more than 15 years of experience facilitating strategic planning sessions and helping leadership teams execute their strategies, Anthony works with organizations around the world to build clarity, alignment, and accountability.

Connect with Anthony:

https://www.linkedin.com/in/anthonyctaylor604/

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. They help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: https://www.smestrategy.net

Podcast produced by:
https://www.rednyne.com

Many organizations are rushing to adopt artificial intelligence, but leaders often struggle with where to start and how to apply it responsibly. While AI promises efficiency and automation, the real challenge is using it strategically without overengineering systems, chasing hype, or creating unnecessary fear within teams.

In this episode of the Strategy and Leadership Podcast, host Anthony C. Taylor sits down with Daniel Hindi, CEO of NOEM.ai, founder, software engineer, and operator with more than 25 years of experience building SaaS companies and leading technology innovation. Daniel has founded multiple companies and achieved several successful exits, giving him a practical perspective on how emerging technologies should be integrated into real organizations.

Daniel shares how leaders can approach AI adoption in a thoughtful and strategic way. Rather than starting with tools, he explains why organizations should begin with the problems they are trying to solve. The conversation explores how AI can eliminate repetitive, shallow work, improve communication inside organizations, and help teams reconnect with the deeper purpose behind their roles.

Anthony and Daniel also discuss why fear is often the first barrier to AI adoption, how prompt engineering reflects leadership communication, and how businesses can deploy AI in practical ways that improve customer support, lead conversion, and operational efficiency.

The discussion highlights a key leadership insight: AI is most powerful when it enhances human work rather than replacing it. When implemented well, it removes low-value tasks and allows teams to focus on deeper thinking, better decisions, and stronger customer outcomes.

In this episode, you will learn:

• Why many organizations approach AI adoption the wrong way
• How leaders can reduce fear and resistance when introducing AI tools
• Why removing shallow work helps teams reconnect with meaningful work
• How prompt engineering reflects leadership clarity and communication
• Practical examples of using AI to improve customer support and lead conversion
• Why responsible AI implementation begins with solving real business problems

Enroll in our strategic thinking training today for $0!

https://courses.smestrategy.net/courses/Strategic-Leadership-Toolkit

If you want your team’s execution to be smoother, faster, and easier, your team needs the right tools and coaching. Enroll in the Strategy Leadership Accelerator and level up your leadership team.

https://courses.smestrategy.net/courses/Leading-Strategy-Execution

Connect with Daniel Hindi

LinkedIn: https://www.linkedin.com/in/danielhindi/
Website: https://noem.ai

About the Host

Anthony Taylor is the CEO and Founder of SME Strategy and a trusted expert in organizational alignment and strategy execution. With more than 15 years of experience facilitating strategic planning sessions and helping leadership teams execute their strategies, Anthony works with organizations around the world to build clarity, alignment, and accountability.

Connect with Anthony:
https://www.linkedin.com/in/anthonyctaylor604/

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. They help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: https://www.smestrategy.net

Podcast produced by:
https://www.rednyne.com

In this episode of the Strategy and Leadership Podcast, host Anthony Taylor sits down with Simon Jeffries, former UK Special Forces operator, Royal Marines Commando, and founder of The Natural Edge. After completing Special Forces selection and serving three combat tours, Simon transitioned into entrepreneurship and performance coaching, where he now works with founders and senior leaders to build the capacity to perform consistently under pressure.

Simon shares the key lessons he learned moving from elite military environments into the world of business. While many entrepreneurs focus on tactics, productivity hacks, or motivation, Simon explains that elite performers train something different: performance itself. Without systems for focus, discipline, and emotional control, leaders often fall into boom-bust cycles where short bursts of effort are followed by burnout, distraction, or inconsistency.

The conversation explores how high-performing environments like Special Forces and professional sports deliberately train performance capacity, while most organizations expect people to simply show up and perform without that preparation. Simon breaks down the three pillars of performance—hardware, software, and habits—and explains how leaders can build systems that make high performance repeatable rather than dependent on motivation.

Anthony and Simon also discuss the role of environment in shaping performance, the importance of reducing friction in decision-making, and why preparation and structure allow leaders to stay calm and effective even when pressure increases.

The episode closes with a simple challenge for listeners: choose one habit in your physical health, one mindset practice, and one structural routine—and test them consistently for seven days to see how much your performance improves.

Enroll in our strategic thinking training today for $0!
https://courses.smestrategy.net/courses/Strategic-Leadership-Toolkit

If you want your team’s execution to be smoother, faster, and easier, your team needs the right tools and coaching. Enroll in the Strategy Leadership Accelerator and level up your leadership team.
https://courses.smestrategy.net/courses/Leading-Strategy-Execution

In this episode, you will learn:

• How elite environments train performance instead of relying on motivation
• Why entrepreneurs often fall into boom-bust cycles under pressure
• The three pillars of performance: hardware, software, and habits
• How leaders can build systems that make success the path of least resistance
• Why environment and structure matter more than willpower
• How small daily habits compound into consistent high performance

Connect with Simon Jeffries
LinkedIn: https://www.linkedin.com/in/simonjeffries
Website: https://thenaturaledge.com
Instagram: https://www.instagram.com/thenaturaledge

About the Host

Anthony Taylor is the CEO and Founder of SME Strategy and a trusted expert in organizational alignment and strategy execution. With over 15 years of experience facilitating strategic planning and leadership development, he helps organizations align their people, accelerate execution, and achieve their biggest goals.

Connect with Anthony: https://www.linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: https://www.smestrategy.net
Podcast produced by: https://www.rednyne.com

In this episode of the Strategy and Leadership Podcast, host Anthony Taylor sits down with Callum Laing, partner at Unity Group, investor, entrepreneur, and M&A practitioner who has been involved in more than 100 transactions and helped create over $500 million in shareholder value. Callum specializes in helping ambitious entrepreneurs use the capital markets to scale their companies and unlock new opportunities for growth.

Callum explains how small and mid-sized companies can think differently about scaling by leveraging public markets, partnerships, and acquisition strategies rather than relying solely on organic growth. Drawing on decades of experience working with entrepreneurs, investors, and boards, he shares how capital structures and strategic positioning can unlock growth opportunities that many business leaders overlook.

The conversation explores Callum’s work building and leading MBH Corporation PLC, a publicly listed holding company designed to help profitable small businesses scale through an agglomeration model. Instead of forcing companies to merge operations, the model allows independent businesses to retain their identity while benefiting from shared resources, capital access, and strategic alignment.

Anthony and Callum discuss the realities of mergers and acquisitions, the common mistakes leaders make when approaching deals, and why ego and impatience often undermine successful partnerships. Callum also shares why entrepreneurs must think differently when operating in capital markets, and how the strategic “game” changes once businesses move from private ownership to public market environments.

The episode closes with a powerful insight for leaders: scaling a company isn’t only about growing bigger—it’s about building the right structures, partnerships, and strategy that allow businesses to create long-term value.

Responsible for strategy?

We’ve created Strategic Leadership Foundations — a concise executive course on alignment, decision-making, and execution structure.

It’s free, practical, and designed for leaders running the process themselves.

Enroll here:

https://courses.smestrategy.net/courses/Strategic-Leadership-Toolkit

For in-person strategic planning and leadership alignment programs:

https://www.smestrategy.net

In this episode, you will learn:

• How small businesses can use capital markets to accelerate growth
• Why mergers and acquisitions can be powerful tools for scaling companies
• How the agglomeration model allows businesses to grow without losing independence
• The strategic differences between running a private company and operating in public markets
• Why patience and alignment matter more than speed when structuring M&A deals
• How entrepreneurs can think differently about partnerships, capital, and long-term value creation

Connect with Callum Laing

LinkedIn: https://www.linkedin.com/in/callumlaing/

Unity Group: https://www.unity-group.com/

Website: https://www.callumlaing.com/

About the Host

Anthony Taylor is the CEO and Founder of SME Strategy and a trusted expert in organizational alignment and strategy execution. With over 15 years of experience facilitating strategic planning and leadership development, he helps organizations align their people, accelerate execution, and achieve their biggest goals.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: www.smestrategy.net

Podcast produced by: www.rednyne.com

In this episode of the Strategy and Leadership Podcast, host Anthony Taylor sits down with Dr. Michael Orkin, Professor Emeritus of Statistics and author of The Story of Chance: Beyond the Margin of Error, to explore how probability, randomness, and cognitive bias shape executive decision-making.

Drawing from decades of experience in statistics, gambling mathematics, and data science, Dr. Orkin explains why leaders often confuse correlation with causation, overestimate their odds of success, and underestimate the role of scale and opportunity in rare events. From lottery math to prediction markets, casino risk models to executive strategy, this conversation reframes how organizations should think about expected value and long-term advantage.

Dr. Orkin breaks down why even “positive EV” opportunities can fail if risk is mismanaged, introduces the Kelly Criterion as a disciplined approach to capital allocation, and highlights how cognitive traps can distort judgment at every level of leadership.

Anthony and Dr. Orkin explore what it means to increase your “house edge” in business — not through luck, but through disciplined probability thinking, structured decision-making, and clear risk allocation.

The episode closes with a powerful reminder: strategy is not about eliminating uncertainty — it’s about making smarter bets under uncertainty.

Responsible for strategy?

We’ve created Strategic Leadership Foundations — a concise executive course on alignment, decision-making, and execution structure.

It’s free, practical, and designed for leaders running the process themselves.

Enroll here:

https://courses.smestrategy.net/courses/Strategic-Leadership-Toolkit

For in-person strategic planning and leadership alignment programs:

https://www.smestrategy.net

In this episode, you will learn:

• Why rare events happen more often than you think

• The difference between correlation and causation in business data

• How expected value applies to strategic decisions

• Why risk mismanagement destroys even strong opportunities

• How the Kelly Criterion informs smarter capital allocation

• How leaders can avoid cognitive traps when interpreting data

Connect with Dr. Michael Orkin

Website: https://drmikeorkin.com

LinkedIn: https://www.linkedin.com/in/dr-mike-orkin-5600584/

About the Host

Anthony Taylor is the CEO and Founder of SME Strategy and a trusted expert in organizational alignment and strategy execution. With over 15 years of experience facilitating strategic planning and leadership development, he helps organizations align their people, accelerate execution, and achieve their biggest goals.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: www.smestrategy.net

Podcast produced by: www.rednyne.com

In this episode of the Strategy and Leadership Podcast, host Anthony Taylor sits down with Christine Miller, former CEO of Melinta Therapeutics and seasoned Life Sciences executive, to explore how disciplined strategic planning, structural clarity, and cross-functional alignment can transform enterprise performance. With a background spanning engineering, portfolio leadership, and executive transformation, Christine shares how she helped reshape an organization by building a clear five-year roadmap anchored in four unwavering strategic priorities.

Christine explains why engagement cannot be separated from execution. Leaders often chase growth without building the structural foundation required to sustain it. By aligning teams around long-term objectives, reinforcing priorities annually, and resisting the temptation to chase distractions, her organization increased engagement from 69% to 95%, achieved profitability for the first time, and more than doubled revenue.

The conversation dives into the realities of leading in complex, highly regulated industries where innovation, regulatory oversight, and stakeholder alignment must coexist. Christine outlines how designing products with patients and payers in mind requires long-term thinking, rigorous data discipline, and iterative strategy — not reactive decision-making.

Beyond operational structure, Christine shares insights into leadership visibility and the importance of advocating for both yourself and your team. She reflects on the underrepresentation of women in senior biotech roles and explains how strategic self-promotion, mentorship, and collective amplification can strengthen leadership pipelines across industries.

Anthony and Christine explore what it takes to move from vision to execution, why strategic planning is often hardest to start but most valuable over time, and how leaders can create clarity in the face of macro uncertainty.

The episode closes with a powerful reminder: growth without foundation is fragile. Engagement, when treated as a strategic lever rather than a scorecard, becomes one of the most powerful drivers of enterprise value.

Responsible for strategy?

We’ve created Strategic Leadership Foundations — a concise executive course on alignment, decision-making, and execution structure.

It’s free, practical, and designed for leaders running the process themselves.

Enroll here:

https://courses.smestrategy.net/courses/Strategic-Leadership-Toolkit

For in-person strategic planning and leadership alignment programs:

https://www.smestrategy.net

In this episode, you will learn:

Why engagement must be designed structurally, not socially

How to build and maintain a five-year strategic roadmap

The role of cross-functional alignment in driving enterprise value

Why disciplined priorities outperform reactive decision-making

How long-term strategy supports innovation in regulated industries

The importance of visibility and self-advocacy in leadership progression

Connect with Christine Miller

LinkedIn: https://www.linkedin.com/in/christinemiller95/

About the Host

Anthony Taylor is the CEO and Founder of SME Strategy and a trusted expert in organizational alignment and strategy execution. With over 15 years of experience facilitating strategic planning and leadership development, he helps organizations align their people, accelerate execution, and achieve their biggest goals.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: www.smestrategy.net

Podcast produced by: www.rednyne.com

In this episode of the Strategy and Leadership Podcast, host Anthony Taylor sits down with Richard Mah, former Global Head of Digital Marketing at ASICS and now steward of Northern Cafe and Grill, a family-run Vancouver diner that has served its community since 1949. With more than 20 years of experience leading digital teams across Asia, aligning global markets, and building performance-driven platforms, Richard has lived the world of multi-million-dollar budgets, executive reporting, and international KPIs. Today, he applies that same strategic thinking to a deeply local, human-centered business.

Richard shares what it was like to build digital infrastructure from scratch at ASICS, break down data silos across regions, and align diverse markets around a single performance dashboard. He reflects on the realities of leading inside hierarchical organizations, earning executive buy-in, and balancing global strategy with local cultural nuance.

The conversation then shifts from corporate boardrooms to brunch service. Richard explains why he chose to return to Vancouver and join his family at Northern Cafe and Grill, a 1949 diner that has since been named Yelp’s Top Place to Eat in Canada. Rather than chasing rapid expansion, Richard and his family focus on consistency, community, and care. They listen closely to guests, protect the legacy of the brand, and modernize thoughtfully without losing the soul of the business.

Anthony and Richard explore the tension between efficiency and hospitality, innovation and stewardship, and scaling versus sustaining. Richard argues that while many businesses pursue hype and growth, long-term success often comes from doing one thing exceptionally well and honoring the vision that built trust in the first place.

The episode closes with a powerful reminder that leadership looks different at every scale. Whether managing global teams or greeting guests by name, protecting what matters may be the most strategic decision a leader can make.

Enroll in our strategic thinking training today for $0!

https://courses.smestrategy.net/courses/Strategic-Leadership-Toolkit

If you want your team’s execution to be smoother, faster, and easier, your team needs the right tools and coaching. Enroll in the Strategy Leadership Accelerator and level up your leadership team.

https://courses.smestrategy.net/courses/Leading-Strategy-Execution

In this episode, you will learn:

Why alignment is more challenging than strategy in global organizations

How to build digital teams and unified dashboards across multiple markets

Why localization and cultural nuance matter in international brand growth

The difference between scaling a brand and stewarding a legacy

Why consistency often beats hype in long-term brand building

How care and hospitality can become strategic advantages

Connect with Richard Mah

LinkedIn: https://www.linkedin.com/in/mahrichard/

Northern Cafe and Grill: https://northerncafeandgrill.com/

Instagram: https://www.instagram.com/northerncafeandgrill/

About the Host

Anthony Taylor is the CEO and Founder of SME Strategy and a trusted expert in organizational alignment and strategy execution. With over 15 years of experience facilitating strategic planning and leadership development, he helps organizations align their people, accelerate execution, and achieve their biggest goals.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: www.smestrategy.net

Podcast produced by: www.rednyne.com

Even strong strategies can fall apart if organizations aren’t designed to execute them. Decisions that look right on paper often fail downstream, not because they were wrong, but because the systems, structures, and judgment required to carry them through were never put in place.

In this solo episode of the Strategy & Leadership Podcast, host Anthony Taylor examines why execution breaks down after decisions are made and what leaders can do to prevent it. Drawing on years of experience working with leadership teams, Anthony explains how strategy is less about the plan itself and more about the upstream conditions that allow people to make good decisions consistently.

Anthony explores how judgment is shaped by organizational design, why treating all decisions equally undermines execution, and how prioritization, trade-offs, and sequencing determine whether work actually gets done. He challenges leaders to rethink how resources are allocated, how focus is created, and how teams are supported to act with clarity rather than noise.

The episode also unpacks the role of meetings, decision rights, and leadership responsibility in surfacing uncertainty before it becomes costly. Anthony makes the case that execution improves when leaders intentionally design environments that reduce friction, eliminate unnecessary choices, and create space for reflection and alignment.

This episode is a practical guide for leaders who want their decisions to survive execution and turn strategic intent into measurable progress.

Enroll in our strategic thinking training today for $0!https://courses.smestrategy.net/courses/Strategic-Leadership-Toolkit

If you want your team’s execution to be smoother, faster, and easier, your team needs the right tools and coaching. Enroll in the Strategy Leadership Accelerator and level up your leadership team.https://courses.smestrategy.net/courses/Leading-Strategy-Execution

In this episode, you will learn:

- Why good decisions fail during execution- How upstream structures shape downstream results- Why focus and trade-offs matter more than more initiatives- How leaders can design organizations for better judgment- What it means to align planning, intuition, and execution- How to create conditions that allow teams to execute with clarity

About the Host

Anthony Taylor is the CEO and Founder of SME Strategy and a trusted expert in organizational alignment and strategy execution. With over 15 years of experience facilitating strategic planning and leadership development, he helps organizations align their people, accelerate execution, and achieve their biggest goals.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: www.smestrategy.netPodcast produced by: www.rednyne.com

In this episode of the Strategy and Leadership Podcast, host Anthony Taylor sits down with JoAnn Garbin, former Microsoft innovation leader and founder of Regeneris Labs, to explore what comes after traditional innovation models. Drawing on decades of experience inside Microsoft, startups, and now a venture studio, JoAnn shares how her thinking has evolved from driving innovation within large systems to designing entirely new regenerative models for work and value creation.

JoAnn reflects on a major personal and professional inflection point that led her to step away from Big Tech and intentionally rebuild from first principles. She explains why her team spent eighteen months in what she calls an “amorphous blob” phase, experimenting, testing, and resisting the pressure to prematurely define a business model. That process ultimately led to the creation of Regeneris Labs, a venture studio designed to remove constraints and allow experienced builders to create at scale.

The conversation explores why the venture studio model offers a powerful alternative to consulting, accelerators, and traditional startups, especially in a world shaped by AI. JoAnn makes the case that AI is a disruptive force on par with steam or electrification, but argues that technology alone never creates transformation. Instead, it must be paired with new organizational and economic models, much like the factory system enabled the industrial revolution.

Anthony and JoAnn also discuss team design, trust, and why “Swiss Army knife” leaders are essential in periods of uncertainty. Rather than relying too early on deep, narrow expertise, JoAnn explains why adaptive, cross-boundary leaders are better suited to navigate constant change. The episode closes with a forward-looking exploration of capitalism, regeneration, and the opportunity to design new systems that better align technology, work, and human outcomes.

Enroll in our strategic thinking training today for $0!

https://courses.smestrategy.net/courses/Strategic-Leadership-Toolkit

If you want your team's execution to be smoother, faster, and easier, your team needs the right tools and coaching. Enroll in the Strategy Leadership Accelerator and level up your leadership team.

https://courses.smestrategy.net/courses/Leading-Strategy-Execution

In this episode, you will learn:

• Why innovation alone is no longer sufficient for long-term success
• How regenerative ventures differ from startups, consultancies, and accelerators
• Why AI must be paired with new organizational and economic models
• How to design teams for adaptability and trust in uncertain environments
• Why experienced builders are often constrained out of meaningful work
• What leaders can learn from historical technology-driven transformations

Connect with JoAnn Garbin

Website: https://www.joanngarbin.com/

LinkedIn: https://www.linkedin.com/in/joanngarbin/

About the Host

Anthony Taylor is the CEO and Founder of SME Strategy and a trusted expert in organizational alignment and strategy execution. With over 15 years of experience facilitating strategic planning and leadership development, he helps organizations align their people, accelerate execution, and achieve their biggest goals.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: www.smestrategy.net

Podcast produced by: www.rednyne.com

In this episode of the Strategy and Leadership Podcast, host Anthony Taylor speaks with Ashley Herd, former McKinsey HR leader, LinkedIn Learning instructor, and founder of Manager Method, about how organizations can build confident, capable managers at scale. Drawing on her experience across law, HR, and global consulting, Ashley shares a practical perspective on why management capability is frequently overlooked and how that gap impacts culture, performance, and risk.

Ashley explains how HR is often viewed as a compliance function rather than a strategic partner, and why that mindset limits organizational effectiveness. She explores how compliance and culture can work together, not in opposition, when leaders focus on transparency, clarity, and human-centered decision-making. The conversation highlights common breakdowns in feedback, performance reviews, and engagement surveys, and why ongoing manager development matters more than annual processes.

The episode also looks ahead to the future of people leadership, including how AI is changing expectations for managers and why organizations must clearly define what is expected, allowed, and possible. Rather than replacing human leadership, Ashley argues that technology makes confident, well-trained managers more important than ever.

Enroll in our strategic thinking training today for $0!

https://courses.smestrategy.net/courses/Strategic-Leadership-Toolkit

If you want your team’s execution to be smoother, faster, and easier, your team needs the right tools and coaching. Enroll in the Strategy Leadership Accelerator and level up your leadership team.

https://courses.smestrategy.net/courses/Leading-Strategy-Execution

In this episode, you will learn:

• Why most managers struggle due to a lack of training, not a lack of effort
• How HR and leadership can work together to scale management capability
• The balance between compliance, culture, and performance
• Why feedback and recognition cannot be once-a-year conversations
• How leaders should prepare managers for the future of work and AI

Connect with Ashley Herd

Website: https://www.managermethod.comLinkedIn: https://www.linkedin.com/in/ashleyherd/

About the Host

Anthony Taylor is the CEO and Founder of SME Strategy and a trusted expert in organizational alignment and strategy execution. With over 15 years of experience facilitating strategic planning and leadership development, he helps organizations align their people, accelerate execution, and achieve their biggest goals.

Connect with Anthony: https://www.linkedin.com/in/anthonyctaylor604/

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: https://www.smestrategy.net

Podcast produced by: https://www.rednyne.com

In this episode of the Strategy and Leadership Podcast, host Anthony Taylor speaks with Bruce Vojak, Managing Director of Breakthrough Innovation Advisors, about how established organizations can renew themselves without destabilizing the core business. Drawing on more than four decades of experience across executive leadership, board service, academic research, and advisory work, Bruce shares a pragmatic and disciplined view of innovation that moves beyond hype.

Bruce explains why many mature companies default to cost-cutting and optimization when under pressure, and why that approach often accelerates long-term decline. He outlines his framework, built on alignment, simple processes, and innovation exemplars, and shows how leaders can assess whether their organization is truly capable of innovation or merely incremental improvement.

The conversation also explores innovation as a deeply human act of discovery, the role of pattern recognition in leadership, and how executives should think about emerging technologies like AI without overcommitting too early. Rather than chasing novelty, Bruce emphasizes renewal rooted in reality, customer needs, and organizational truth.

Enroll in our strategic thinking training today for $0!

https://courses.smestrategy.net/courses/Strategic-Leadership-Toolkit

If you want your team's execution to be smoother, faster, and easier, your team needs the right tools and coaching. Enroll in the Strategy Leadership Accelerator and level up your leadership team.

https://courses.smestrategy.net/courses/Leading-Strategy-Execution

In this episode, you will learn:

- Why innovation should be viewed as strategic renewal, not novelty- How mature organizations lose their ability to renew over time- Why cost-cutting is not a sustainable long-term strategy- How alignment determines whether innovation efforts succeed or stall- What role do innovation exemplars play inside established companies- How leaders should approach AI amid uncertainty and rapid change

Connect with Bruce Vojak

Website: https://www.breakthrough-innovation-advisors.com/

LinkedIn: https://www.linkedin.com/in/bvojak/

About the Host

Anthony Taylor is the CEO and Founder of SME Strategy and a trusted expert in organizational alignment and strategy execution. With over 15 years of experience facilitating strategic planning and leadership development, he helps organizations align their people, accelerate execution, and achieve their biggest goals.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: www.smestrategy.net

Podcast produced by: www.rednyne.com

In this episode of the Strategy and Leadership Podcast, host Anthony Taylor speaks with Jacob Morgan, founder of Future of Work Leaders, a professionally trained futurist, and a six-time best-selling author. Jacob shares insights drawn from years of research and conversations with hundreds of CHROs and senior leaders around the world. Together, they unpack how the pandemic reshaped the employee-employer relationship and where many organizations lost their way.

Jacob explains why employee experience must be rooted in a mutually beneficial value exchange and why leadership accountability, clarity, and standards matter more than ever. He offers a clear perspective on the power balance between employers and employees, the role of in-person work in long term career growth, and how leaders can better communicate expectations while still supporting flexibility.

You will also hear Jacob’s perspective on the impact of AI on the future of work. He breaks down why AI is both a risk and an opportunity, how it changes career development, and why the ability to show value rather than just describe it will become a defining advantage for leaders and professionals alike.

Enroll in our strategic thinking training today for $0!

https://courses.smestrategy.net/courses/Strategic-Leadership-Toolkit

If you want your team's execution to be smoother, faster, and easier, your team needs the right tools and coaching. Enroll in the Strategy Leadership Accelerator and level up your leadership team.

https://courses.smestrategy.net/courses/Leading-Strategy-Execution

In this episode, you will learn:

• Why employee experience needs a reset after the pandemic
• How leaders should think about the power balance between employers and employees
• Why in-person work still matters for long-term career growth
• How leaders can set clearer expectations without sacrificing flexibility
• What the rise of AI means for careers, leadership, and the future of work

Connect with Jacob Morgan

Website: https://thefutureorganization.com/

LinkedIn: https://www.linkedin.com/in/jacobmorgan8/

About the Host

Anthony Taylor is the CEO and Founder of SME Strategy and a trusted expert in organizational alignment and strategy execution. With over 15 years of experience facilitating strategic planning and leadership development, he helps organizations align their people, accelerate execution, and achieve their biggest goals.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: www.smestrategy.net

Podcast produced by: www.rednyne.com

In this episode of the Strategy and Leadership Podcast, host Anthony Taylor speaks with Brook Shepard, founder of Mason Interactive and long time digital agency leader. With over a decade of experience helping businesses scale through data driven marketing, Brook shares a clear and practical perspective on how leaders should think about metrics, customer acquisition, and growth in an increasingly complex digital environment.

Brook breaks down the tension between efficiency and growth, explaining why metrics like ROAS and cost per lead can be misleading when viewed in isolation. He shares real world examples of how bottom of funnel optimization, when overemphasized, can starve future demand and slow momentum. Together, Brook and Anthony discuss how marketing works as a system, why different channels play different roles, and how leaders can make better strategic decisions by aligning metrics with intent rather than convenience.

You will also hear a candid discussion on attribution, zero click search, and the evolving role of AI in customer acquisition. Brook explains why attribution models must evolve alongside buyer behavior and how leaders can build confidence in their marketing investments by testing assumptions, involving third party expertise, and reframing how success is defined.

Enroll in our strategic thinking training today for $0!

https://courses.smestrategy.net/courses/Strategic-Leadership-Toolkit

If you want your team execution to be smoother, faster, and easier your team needs the right tools and coaching. Enroll in the Strategy Leadership Accelerator and level up your leadership team. https://courses.smestrategy.net/courses/Leading-Strategy-Execution 

In this episode, you will learn:

- Why efficiency focused metrics can limit long term growth

- How to think about customer acquisition as a system, not a single channel

- Why new customers are more valuable than they often appear on paper

- How to align marketing metrics with strategic intent and business goals

- What leaders need to understand about attribution, zero click search, and AI driven behavior

Connect with Brook Shepard

Website: https://masoninteractive.com/LinkedIn: https://www.linkedin.com/in/brshepard/

About the Host

Anthony Taylor is the CEO and Founder of SME Strategy and a trusted expert in organizational alignment and strategy execution. With 15 plus years of experience facilitating strategic planning and leadership development, he helps organizations align their people, accelerate execution, and achieve their biggest goals.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: www.smestrategy.net

Podcast produced by: www.rednyne.com

In this episode of the Strategy and Leadership Podcast, host Anthony Taylor sits down with Pete Harris, President of Pipedrive. Pete previously led global business development and global partnerships at Intuit and spent over a decade at Deloitte, where he worked closely with hundreds of organizations across industries. Today, he leads value creation strategy at Pipedrive, supporting more than 100,000 customers across 180 countries.

Anthony and Pete discuss how an auditor’s mindset helps leaders truly understand their business, why strong systems create predictability without limiting adaptability, and how sales processes mirror leadership execution. Pete shares lessons from scaling a global SaaS platform, navigating private equity ownership, and balancing short-term performance with long-term strategic bets.

You will also hear how Pete approaches partnerships differently from traditional sales, why assumptions often derail negotiations, and how experimentation has become a core part of modern strategy. Pete introduces Pipedrive’s Artist and Scientist framework, which encourages leaders to combine data-driven discipline with creative problem-solving to adapt in uncertain environments.

Enroll in our strategic thinking training today for $0!

⁠https://courses.smestrategy.net/courses/Strategic-Leadership-Toolkit⁠

If you want your team execution to be smoother, faster, and easier your team needs the right tools and coaching. Enroll in the Strategy Leadership Accelerator and level up your leadership team. ⁠https://courses.smestrategy.net/courses/Leading-Strategy-Execution⁠ 

In this episode, you will learn:

Why understanding structure and process is critical before scaling

How sales systems and leadership execution are closely connected

What differentiates partnerships from transactional sales relationships

How to balance short-term results with long-term strategic priorities

Why adaptability and experimentation are essential to modern strategy

Connect with Pete Harris

LinkedIn: https://www.linkedin.com/in/peter-harris-a166665/

Website: https://www.pipedrive.com/

About the Host

Anthony Taylor is the CEO and Founder of SME Strategy and a trusted expert in organizational alignment and strategy execution. With 15+ years of experience facilitating strategic planning and leadership development, he helps organizations align their people, accelerate execution, and achieve their biggest goals.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: www.smestrategy.net

Podcast produced by: www.rednyne.com

https://courses.smestrategy.net/courses/Strategic-Leadership-Toolkit

If you want your team execution to be smoother, faster, and easier your team needs the right tools and coaching. Enroll in the Strategy Leadership Accelerator and level up your leadership team.

https://courses.smestrategy.net/courses/Leading-Strategy-Execution 

In markets that feel more crowded and noisy every quarter, many organizations quietly slide into commodity status and do not even realize it. In this episode, we explore how to uncover the hidden magic in your business before you price and simplify your way out of what makes you great.

In this episode of the Strategy and Leadership Podcast, host Anthony Taylor speaks with Barry LaBov, founder of LABOV Marketing Communications and Training, long-time agency leader, former rock musician, and author of The Power of Differentiation. Together they dig into what real differentiation looks like in practice, why it usually already exists inside your organization, and how to communicate it in a way that energizes customers and employees alike.

Barry shares stories from premium brands and industrial firms, from whisky and trucks to copper and rail, that all discovered unique value in places they had been taking for granted. He explains why leaders often erase their own competitive advantage in the name of efficiency, and offers practical questions you can use to avoid the commodity trap and keep the features and experiences your customers truly love.

You will also hear Barry and Anthony talk about the human side of differentiation. They explore how to involve employees early, why listening to customers reveals more than any internal workshop, and how leaders can use vulnerability and clear communication to avoid the void of misinformation inside their organizations.

In this episode, you will learn:

• Why almost every organization has real differentiation, but it is not fully using it
  
• How to find the invisible strengths in your products, services, and customer experience
  
• The risks of decontenting and cost-cutting that quietly erode brand love
  
• Questions to ask customers and employees to reveal what you should never change
  
• How to connect differentiation, culture, and leadership transparency
  

Connect with Barry LaBov

Website: https://www.barrylabov.com/

LinkedIn: https://www.linkedin.com/in/barry-labov-6965241/

About the Host

Anthony Taylor is the CEO and Founder of SME Strategy and a trusted expert in organizational alignment and strategy execution. With 15+ years of experience facilitating strategic planning and leadership development, he helps organizations align their people, accelerate execution, and achieve their biggest goals

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.
Learn more: smestrategy.net

Podcast produced by: www.rednyne.com

Sam has spent more than 25 years scaling technology and consulting companies, leading teams through rapid multi-year growth, and building systems that create clarity, repeatability, and disciplined execution. His Swiss Army background brings a practical lens to leadership, communication, and operational structure.

In this conversation, Sam explains why many founders plateau at three to four million in revenue, how to decentralize decision-making, and why sales must be the first part of the business to become repeatable. He shares the simple daily huddle that transformed alignment inside his organizations, how to build an executive team that actually owns decisions, and the question every leader must answer to uncover their unfair advantage.

► Work with us to facilitate your strategic plan: https://www.smestrategy.net/strategic-planning-facilitator

► Learn more about our courses: https://courses.smestrategy.net/courses/Leading-Strategy-Execution

In this episode, you will learn:

☑️ Why founders become the bottleneck during early scale

☑️ How to create systems that are repeatable and trainable

☑️ Why sales must be operationalized before anything else

☑️ How daily huddles strengthen communication and accountability

☑️ How to build executive swim lanes that drive ownership

☑️ How to identify what you are best at in the world

This episode is for:

▶️ Founders scaling beyond the early stage

▶️ CEOs managing complex or fast-growing operations

▶️ Leaders who want stronger execution and alignment

▶️ Teams developing systems, structure, and clarity

About the Guest

Sam Goodner is a serial entrepreneur, executive leader, and former officer in the Swiss Mountain Grenadiers. He has spent decades scaling organizations, developing executive teams, and designing operational systems that support sustained growth. Sam is the author of Like Clockwork Run Your Business with Swiss Army Precision, a practical guide for leaders who want their company to function with discipline and alignment.

Learn more: samgoodner.com

Connect with Sam: linkedin.com/in/samgoodner

About the Host

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With more than 14 years of experience, he helps teams create alignment, implement strategy, and achieve measurable results.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: smestrategy.net

Podcast produced by: www.rednyne.com

Andy’s career spans more than 40 years across retail operations, commercial real estate, and shopping center redevelopment. Before launching RockStep Capital, he served as Vice President of Operations for Weiner’s Stores, a regional chain that grew to 159 locations across Texas and Louisiana. Today, RockStep Capital owns and operates nearly 10 million square feet of shopping centers across 11 states, specializing in the revitalization of enclosed malls and open air retail in secondary and tertiary markets.

In this conversation, Andy explains why RockStep invests in “hometowns” under a million people, how local partnerships reduce risk and unlock value, and why big institutional players routinely overlook the most resilient markets. He shares the strategic pillars behind RockStep’s long term success, including his 25 RockSteps culture system, a set of behavioral principles used by all 100 employees to build trust, accountability, and high performance. Andy also outlines how retail has evolved in the age of Amazon, why strong operators continue to grow, and why the best opportunities exist where most investors never think to look.

► Work with us to facilitate your strategic plan: https://www.smestrategy.net/strategic-planning-facilitator

► Learn more about our courses: https://courses.smestrategy.net/courses/Leading-Strategy-Execution

In this episode, you will learn:

☑️ Why local partnerships give investors and leaders a strategic advantage

☑️ How secondary and tertiary markets outperform expectations

☑️ Why retail is far from dead, despite the Amazon narrative

☑️ How the 25 RockSteps culture system builds high performing teams

☑️ Why most deals fail and what separates elite operators

☑️ How community based strategy reduces risk and increases long term value

This episode is for:

▶️ CEOs and executives leading growth and transformation

▶️ Investors and operators seeking overlooked opportunities

▶️ Leaders building culture, accountability, and alignment

▶️ Teams navigating disruption in retail, real estate, and local markets

About the Guest

Andy Weiner is the Founder and President of RockStep Capital, a national retail real estate investment company specializing in acquiring and revitalizing shopping centers in high potential secondary and tertiary markets. With more than four decades of experience across retail operations and real estate, he is recognized for pioneering a community based investment model driven by strong local partnerships. Andy is the creator of the 25 RockSteps, a behavioral culture framework used across RockStep’s 100 employee team to build trust, resolve conflict, and create a high performance environment.

Learn more: rockstep.com

Connect with Andy: linkedin.com/in/andy-weiner

About the Host

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With more than 14 years of experience, he helps leadership teams create alignment, implement strategy, and achieve measurable results.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: smestrategy.net

Podcast produced by: www.rednyne.com

JP is the New York Times bestselling author of Performing Under Pressure and co-founder of the Institute for Health and Human Potential. For more than 25 years, he has coached and trained elite performers and teams across NASA, the CIA, the US Army and Navy, the Olympics, the NBA, the NFL, and global Fortune 100 companies, including Google, Goldman Sachs, Coca-Cola, BMW, IBM, and Johnson & Johnson. His research on leadership behavior and culture has appeared in Harvard Business Review and media outlets worldwide.

In this conversation, JP explains the Last 8 Percent, the small but critical set of difficult moments that disproportionately shape organizational culture, execution, and long-term success. He shares insights from neuroscience, emotional intelligence, and his upcoming book, The Last 8 Percent, outlining why leaders know what they should do but often avoid doing it. JP describes how his Last 8 Percent Culture System has helped organizations transform performance, including an example where Blue Cross Idaho saved tens of millions of dollars in the first six months of implementation.

► Work with us to facilitate your strategic plan:

https://www.smestrategy.net/strategic-planning-facilitator► Learn more about our courses:

⁠ https://courses.smestrategy.net/courses/Leading-Strategy-Execution⁠

In this episode, you will learn:

☑️ Why the toughest conversations have the biggest impact on results

☑️ The neuroscience behind pressure and avoidance

☑️ How leaders use the Last 8 Percent to close the gap between intent and action

☑️ Why high-performing cultures require both courage and connection

☑️ Tools to improve accountability and decision-making under stress

☑️ What elite athletes, special forces, and executives all have in common

This episode is for:

▶️ CEOs and executives navigating complex decisions

▶️ Leaders working to build healthier, more courageous cultures

▶️ Teams striving for better performance under pressure

▶️ Anyone looking to strengthen resilience, clarity, and emotional intelligence

About the Guest

Dr. JP Pawliw-Fry is a thought leader, keynote speaker, and New York Times bestselling author known for helping organizations turn pressure into a competitive advantage. He is the co-founder and President of the Institute for Health and Human Potential, one of Profit Magazine’s fastest growing companies, and a highly rated lecturer for Kellogg School of Management’s Executive Education Program. His Last 8 Percent framework is used by elite performers and major organizations worldwide to create measurable performance and financial gains. His upcoming book, The Last 8 Percent, explores how leaders can build cultures of courage, accountability, and connection.

Learn more: jppawliw-fry.com

Connect with JP: linkedin.com/in/jppawliwfry

About the Host

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With more than 14 years of experience, he helps leadership teams create alignment, implement strategy, and achieve measurable results.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: smestrategy.net

Podcast produced by: www.rednyne.com

After building an eight figure company with more than 100 employees, Ben learned firsthand that more revenue does not always mean more success. Through his Profit Doctor programs, he now helps CEOs and business owners cure what he calls “Profititis,” when your top line keeps growing but your bottom line stays flat.

In this conversation, Ben shares practical ways to increase margins, cash, and distributions in just 90 days, often without adding more workload or pressure. He also explains why most companies are following the wrong playbook, chasing growth like tech startups instead of optimizing for profitability like sustainable businesses.

► Work with us to facilitate your strategic plan: https://www.smestrategy.net/strategic-planning-facilitator

► Learn more about our training program for managers: ⁠ https://courses.smestrategy.net/courses/Leading-Strategy-Execution⁠

In this episode, you will learn:

☑️ Why growing faster is not always growing smarter

☑️ How to diagnose and fix Profititis before it burns you out

☑️ The 50 20 Rule, a simple shortcut to higher profits

☑️ Why cutting the worst 20 percent of your work can unlock growth

☑️ How to think like private equity and make more by doing less

This episode is for:

▶️ Business owners scaling between 2 million and 50 million in revenue

▶️ Leaders who feel stuck despite record sales

▶️ Founders chasing growth but losing energy or focus

▶️ Anyone ready to run a healthier and more profitable business

About the Guest

Ben Hansen is a five time Inc. 5000 entrepreneur and the founder of Profit Doctor, where he helps companies boost profitability without working harder. A former CEO of a fast growing marketing analytics firm, Ben now coaches leaders across North America to fix hidden leaks in their business models and achieve measurable profit gains within 12 weeks.

Learn more: profitdoctor.com

Connect with Ben on LinkedIn: linkedin.com/in/benhansen

About the Host

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With over 14 years of experience, he helps leadership teams create alignment, implement strategy, and achieve results worldwide.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: smestrategy.net

Podcast produced by: Rednyne Productions

Under Matt’s marketing leadership, JL Smith achieved 40% average annual growth from 2020 to 2024, C2P launched one of the industry’s first in-house marketing agencies for advisors, and Prosperity Capital Advisors now supports over 130 independent financial advisors nationwide. Recognized as a ThinkAdvisor LUMINARIES 2025 CMO of the Year finalist, Matt has led standout campaigns like the OBBB initiative and The Rainmaker Multiplier, which earned national attention for creativity and results.

In this conversation, Matt shares how AI is reshaping marketing strategy, why the traditional funnel is being replaced by continuous loops of engagement, and how leaders can use AI as a thought partner to challenge ideas, build culture, and enhance storytelling.

► Work with us to facilitate your strategic plan:https://courses.smestrategy.net/courses/Leading-Strategy-Execution

► Learn more about our courses:https://www.smestrategy.net/strategic-planning-facilitator

In this episode, you’ll learn:

☑️ How AI is transforming modern marketing and sales integration

☑️ Ways to humanize digital strategy without losing efficiency

☑️ Why culture and storytelling are the strongest brand differentiators

☑️ How to use AI as a creative and strategic thought partner

☑️ What marketing leaders can do to stay ahead of disruption

This episode is for:

▶️ CMOs and marketing leaders navigating AI-driven transformation

▶️ Executives aligning sales, marketing, and culture under one strategy

▶️ Business owners seeking to build trust in the digital era

▶️ Advisors and professionals using marketing to scale their impact

About the Guest

Matt Seitz is the Chief Marketing Officer and Partner at Prosperity Capital Advisors, and also serves as CMO of C2P Enterprises and JL Smith Holistic Wealth Management. With more than 15 years of experience in financial services marketing, Matt is known for his strategic leadership, data-driven storytelling, and ability to build scalable marketing systems that drive growth. He is a finalist for both the WealthManagement.com CMO of the Year and ThinkAdvisor LUMINARIES Executive Leadership awards.

Learn more: https://prosperitycapitaladvisors.comConnect on LinkedIn: https://www.linkedin.com/in/mattseitz

About the Host

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With over 14 years of experience, he helps leadership teams create alignment, implement strategy, and achieve results worldwide.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: smestrategy.net

Podcast produced by: Rednyne Productions

Across more than three decades in Fortune 50 organizations, Dr. Clary has helped leaders shift from transactional to transformational cultures by building curiosity into the core of how teams think and perform. Her research reveals a direct correlation between curiosity and leadership effectiveness and shows how leaders who ask bold questions create more engaged, innovative, and high performing teams.

In this conversation, Dr. Clary shares how leaders can turn curiosity into a strategic advantage, foster cultures of openness, and drive long term growth by asking better questions.

► Work with us to facilitate your strategic plan:https://courses.smestrategy.net/courses/Leading-Strategy-Execution

► Learn more about our courses:https://www.smestrategy.net/strategic-planning-facilitator

In this episode, you’ll learn:

☑️ Why curiosity is a leadership advantage and not a luxury

☑️ How asking better questions creates more engaged teams

☑️ Ways to balance direction with curiosity as a leader

☑️ The four factors of the Curiosity Curve framework

☑️ How to build a culture where innovation thrives

This episode is for:

▶️ Executives and managers seeking to unlock team potential

▶️ Leaders driving organizational change or transformation

▶️ HR and L&D professionals focused on engagement and performance

▶️ Anyone ready to lead with questions instead of just answers

About the Guest

Dr. Debra Clary is an author, researcher, and leadership expert who spent over 30 years in Fortune 50 organizations including Frito Lay, Coca Cola, Jack Daniel’s, and Humana. As the founder of Clary Consulting, she helps leaders and organizations build cultures of curiosity that drive growth and transformation. Her book, The Curiosity Curve, was published by Fast Company Press.

Learn more: https://debraclary.com/

Connect on LinkedIn: https://www.linkedin.com/in/drdebraclary/

About the Host

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With over 14 years of experience, he helps leadership teams create alignment, implement strategy, and achieve results worldwide.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: smestrategy.net

Podcast produced by: Rednyne Productions

After more than two decades guiding global teams, Mike has developed the Ally to All In Framework, a practical roadmap that helps leaders move beyond performative allyship toward authentic and sustained inclusion. His five building blocks, Awareness, Acknowledgement, Atonement, Accountability, and Amplification, offer a clear structure for leaders ready to do the real work of inclusion.

For today’s executives, inclusion is not a side initiative, it is a business imperative. When leaders understand how to use their privilege and influence for good, they build stronger cultures, foster innovation, and unlock engagement across their organizations.

In this episode, Mike shares how inclusive leadership starts with awareness and evolves through action, empowering leaders to show up meaningfully without fear, guilt, or division.

► Work with us to facilitate your strategic plan: https://courses.smestrategy.net/courses/Leading-Strategy-Execution

► Learn more about our courses: https://www.smestrategy.net/strategic-planning-facilitator

In this episode, you’ll learn:

☑️ Why allyship is just the beginning of inclusive leadership☑️ The five stages leaders must progress through to go all in☑️ How inclusion drives performance, retention, and innovation☑️ Ways to build awareness and accountability in your team☑️ How leaders can foster inclusion without blame or politics

This episode is for:

▶️ Executives and HR leaders driving culture and DEI initiatives▶️ Managers looking to build belonging and engagement in teams▶️ Leaders navigating organizational change or transformation▶️ Anyone ready to move from intention to impact in inclusion

About the Guest

Mike Lynch is a seasoned executive coach, facilitator, and author of From Ally to All In: The Guide to Moving Beyond Privilege and Becoming a More Inclusive Leader. With over 30 years of leadership experience including 24 years at Capital One, Mike helps organizations create workplaces that thrive on authenticity, collaboration, and equity. Through his firm, MJL Consulting Group, he guides leaders to use their privilege as a force for good.

Learn more: mjlconsultinggroup.comConnect with Mike on LinkedIn: https://www.linkedin.com/in/michaeljlynchms/

About the Host

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With over 14 years of experience, he helps leadership teams create alignment, implement strategy, and achieve results worldwide.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: smestrategy.net

Podcast produced by: Rednyne Productions

Bob has spent his career helping people navigate the most challenging conversations—in politics, education, corporate life, and everyday relationships. His new book, Conflict Resilience, explores a research-backed approach to talking across divides without losing our values, our relationships, or the integrity of our organizations.

For executives and organizational leaders, conflict resilience is fast becoming a 21st-century leadership imperative. Unresolved tension can stall decision-making, erode trust, and weaken culture. Building conflict resilience means learning to reframe disagreement, manage emotion, and transform friction into creativity and connection.

In this episode, Bob shares how leaders can develop conflict resilience as a leadership superpower—and how it’s reshaping the way organizations communicate, collaborate, and grow.

► Work with us to facilitate your strategic plan: https://courses.smestrategy.net/courses/Leading-Strategy-Execution

► Learn more about our courses: https://www.smestrategy.net/strategic-planning-facilitator

In this episode, you’ll learn:

☑️ Why C-suite leaders need conflict resilience as a core leadership skill

☑️ How to reframe conflict as opportunity instead of threat

☑️ Real-world strategies for handling tough conversations at work

☑️ The five neurological “F’s” that shape how we respond to conflict

☑️ How to build a culture of psychological safety and productive disagreement

This episode is for:

▶️ CEOs and executives navigating organizational change▶️ Managers seeking to improve team communication and trust▶️ Leaders building diverse, high-performing teams▶️ Anyone looking to turn conflict into a catalyst for growth

About the Guest

Bob Bordone is a USA Today Bestselling Author, Senior Fellow at Harvard Law School, and a nationally recognized conflict resolution expert. He founded Harvard’s Negotiation and Mediation Clinic and has taught negotiation and conflict management for over two decades. His book, Conflict Resilience, co-authored with a neuroscientist, offers a groundbreaking framework for strengthening relationships and leading through difference.

Learn more: www.conflictresiliencebook.com Connect with Bob on LinkedIn: linkedin.com/in/robert-bordone-3a3256

About the Host

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With over 14 years of experience, he helps leadership teams create alignment, implement strategy, and achieve results worldwide.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

About SME Strategy

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: smestrategy.net

Podcast produced by: Rednyne Productions

Louisa has shaped industries across tech, logistics, and luxury—leading transformation at Google, Maersk, and Diageo. At Google, she launched a billion-dollar supply chain solutions business and led strategic business transformation for the company’s largest clients in EMEA. At Maersk, she co-authored the strategy that redefined the brand globally, helping pivot the company from traditional shipping to integrated logistics. Earlier in her career at Moët Hennessy and Diageo, she helped iconic brands innovate at the intersection of heritage and digital transformation.

With over two decades of experience across continents and industries, Louisa brings a rare blend of commercial clarity and human-centered leadership. In this episode, she shares how leaders can stay relevant in fast-changing environments, how to balance strategy and execution, and why transformation always starts with people.

► Work with us to facilitate your strategic plan: https://courses.smestrategy.net/courses/Leading-Strategy-Execution

► Learn more about our courses: https://www.smestrategy.net/strategic-planning-facilitator

☑️ Why strategy fails without clarity, conviction, and contribution☑️ How to build alignment across 100,000+ employees during transformation☑️ What traditional companies can learn from tech—and vice versa☑️ How curiosity, courage, and unlearning fuel leadership growth☑️ Why the true enemy of change isn’t disruption—it’s disconnection

▶️ CEOs and executives leading large-scale transformation▶️ Managers aligning cross-functional teams around strategy▶️ Leaders navigating AI, global complexity, and organizational change▶️ Anyone interested in building adaptive, people-first organizations

Louisa Loran is a Transformation Architect, Global Executive Advisor, and Author of Leadership Anatomy in Motion (Fast Company Press / Greenleaf, 2025). She has led transformative growth at Google, Maersk, and Diageo, served on multiple international boards—including Copenhagen Business School and CataCap Private Equity—and is recognized for bringing clarity, courage, and alignment to the world’s most complex organizations.

Learn more: www.louisaloran.com

Connect with Louisa on LinkedIn: linkedin.com/in/louisa-loran

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With over 14 years of experience, he helps leadership teams create alignment, implement strategy, and achieve results worldwide.

Connect with Anthony: linkedin.com/in/anthonyctaylor604

SME Strategy is a management consulting firm specializing in strategic planning and implementation. We help organizations align their teams around a shared vision so they can focus on what truly drives results.

Learn more: smestrategy.net

Podcast produced by: Rednyne Productions

Subscribe for More Get weekly episodes on leadership, strategy, and transformation from today’s top executives.

📌 Subscribe Now 👉 @smestrategyinc

#leadership #strategy #transformation #businessgrowth #executiveinsights #smePodcast

In this episode, you’ll learn:This episode is for:About the GuestAbout the HostAbout SME Strategy

David has lived and breathed Kolbe his entire life. An author, speaker, and visionary behind many of Kolbe’s products and innovations, he is known for helping business leaders harness conation—the instinctive way people take action—to drive performance and results. With expertise spanning law, finance, organizational design, and team building, David has assisted thousands of professionals worldwide through seminars, workshops, and speaking engagements. His career began in Washington D.C. as Legislative Director for a U.S. Congressman, before practicing law at Gammage & Burnham, one of Arizona’s top firms, and later joining the family-founded Kolbe Corp.

In this podcast, you will learn:

☑️ Why self-awareness is the starting point for great leadership

☑️ How to build teams that leverage differences instead of cloning the leader

☑️ Why “tolerating” people isn’t enough—and how to truly empower them

☑️ What it takes to adapt teams and strategies when challenges change

☑️ How AI is reshaping leadership and the next evolution of Kolbe Corp

This video is for:

▶️ CEOs and executives leading teams through change

▶️ Managers seeking tools to better understand and empower people

▶️ Leaders who want practical frameworks to build diverse, high-performing teams

▶️ Anyone interested in conation, leadership psychology, and the future of work

David Kolbe, CEO of Kolbe Corp, has spent over 28 years leading one of the most recognized names in conation and performance assessment. He helped design the original algorithm for the flagship Kolbe A™ Index, now used by Fortune 500 companies and entrepreneurs around the globe. A licensed attorney, David holds a Law Degree from Arizona State University and a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania.

Learn more: https://www.kolbe.com

Connect with David on LinkedIn: https://www.linkedin.com/in/davidjkolbe/

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With over 14 years of experience, he helps leadership teams around the world create alignment, implement successful strategies, and drive results.

Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604

SME Strategy is a management consulting firm specializing in helping organizations develop and implement strategic plans. We facilitate conversations around strategic direction so leaders can focus their energy on what drives results.

Learn more: https://www.smestrategy.net/strategic-planning-facilitator

📘 More from our online courses: https://courses.smestrategy.net

📩 Contact our team: https://www.smestrategy.net/contact

🎙️ Podcast produced by: https://www.rednyne.com

Subscribe for More

Get weekly videos on strategy, leadership, and implementation. Subscribe so you never miss an update on how to grow your organization.

📌 Subscribe Now 👉 @smestrategyinc

#strategy #leadership #futureofwork #teamdynamics #smePodcast

About the GuestAbout the HostAbout SME StrategyHelpful Resources and Contact

► Register for our upcoming webinars:

👉 Leading in 2025: How to Lead Into 2025 and Beyond⁠ https://us06web.zoom.us/webinar/register/1717583224666/WN_Zlfjonh9QZ2YmO7ibmG4Ww⁠

👉 Strategic Planning and Implementation: How to Make It Work for You (with HRCI)⁠ https://events.zoom.us/ev/AlAGpmzpFEAc1iXZ-IPHUJp8pa7tyDLcA6pTwVbW9P4E-dkjyEPp~Aqs4fM9w3bOA1mkNMpQaO3zvt7GW1GTy4K9pOD2N1pSdkNZZJfpWjvCYBQ?lmt=1758138565000⁠

► Work with us to facilitate your strategic plan:⁠ https://courses.smestrategy.net/courses/Leading-Strategy-Execution⁠

► Learn more about our courses:⁠ https://www.smestrategy.net/strategic-planning-facilitator⁠

In this podcast, you will learn:

☑️ Why stress can be fuel for performance (and when it hurts)☑️ What Roger Federer’s 54% win rate teaches us about resilience☑️ How athletes, astronauts, and business leaders optimize pressure☑️ Why leadership is about empathy and helping others perform☑️ How to apply psychology to thrive in business and life

This video is for:

▶️ CEOs and executives leading through uncertainty▶️ Managers looking to build resilience and high-performing teams▶️ Leaders who want practical tools from sports and positive psychology▶️ Anyone interested in the intersection of finance, leadership, and performance psychology

About the Guest

Sébastien Page is Chief Investment Officer and Head of Global Multi-Asset at T. Rowe Price, leading a team managing over $500 billion. He is the author of The Psychology of Leadership (Harriman House, 2025), Beyond Diversification (McGraw-Hill, 2020), and co-author of Factor Investing and Asset Allocation (CFA Institute, 2016). His work has earned six research awards from The Journal of Portfolio Management and the Financial Analysts Journal. Named a LinkedIn Top Voice in Finance, Sébastien appears regularly on Bloomberg and CNBC, and serves on editorial boards and finance research groups.

🌐 Learn more:⁠ https://www.psychologyofleadership.net⁠💼 Connect with Sébastien on LinkedIn:⁠ https://www.linkedin.com/in/sebastienpage⁠

About the Host

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With over 14 years of experience, he helps leadership teams around the world create alignment, implement successful strategies, and drive results.

💼 Connect with Anthony on LinkedIn:⁠ https://www.linkedin.com/in/anthonyctaylor604⁠

About SME Strategy

SME Strategy is a management consulting firm specializing in helping organizations develop and implement strategic plans. We facilitate conversations around strategic direction so leaders can focus their energy on what drives results.

🌐 Learn more:⁠ https://www.smestrategy.net/strategic-planning-facilitator⁠

Helpful Resources and Contact

📘 More from our online courses:⁠ https://courses.smestrategy.net⁠

📩 Contact our team:⁠ https://www.smestrategy.net/contact⁠

🎙️ Podcast produced by:⁠ https://www.rednyne.com⁠

Subscribe for More Get weekly videos on strategy, leadership, and implementation. Subscribe so you never miss an update on how to grow your organization.

📌 Subscribe Now

With over 40 years of experience across retail, media, and entertainment, Jim shares lessons on adapting to revolutions in retail, leading teams through change, and why the future of business is all about human connection.

• Why the “future of retail” is really about people
• How to lead change when everyone adapts differently
• Why long-term planning beats “90 day transformations”
• How leaders can balance confidence and humility (All Pride, No Ego)
• Why culture, not money, is the key to attracting top talent

Jim reflects on his career journey from department stores and catalogs to e-commerce, omnichannel, and experiential retail. He explains how consumer behavior has changed over decades and how leaders must constantly adapt to new shopping patterns.

“The word now is omnichannel… you have to be omnipresent in people’s lives, both physical and digital.” – Jim Fielding

For today’s brands, that means meeting customers everywhere: in stores, online, and increasingly, through social commerce on platforms like TikTok and Instagram.

One of Jim’s most impactful insights is his train analogy for change management. Some people jump aboard immediately, others wait for the first-class car, and some hesitate on the platform. As a leader, your role is to communicate, respect different adoption speeds, and bring people along without judgment.

He stresses the importance of long-term planning and over-communication, noting that adult learners often need to hear something 10–14 times before it fully lands.

In his book All Pride, No Ego, Jim emphasizes that ego is not inherently bad — it must be controlled and used wisely. He argues that today’s leaders need humility, vulnerability, and the courage to admit when they don’t have all the answers.

“Leadership today is harder than ever. To succeed, you need to be self-aware, surround yourself with strong people, and create safe environments where teams thrive.” – Jim Fielding

Jim shares that attracting and retaining top talent is less about money and more about culture, environment, and feeling respected. During his time at Disney, Fox, and Claire’s, he saw firsthand how competitive the market was for talent. The leaders who created supportive environments always had an advantage.

“If I create a great work environment where people feel respected and trusted, they’ll bring their best. That’s how you attract and keep the brightest talent.” – Jim Fielding

Want to learn how to align your leadership team and create a culture that supports long-term strategy?

Explore our strategy execution course
Learn more about working with SME Strategy

Jim Fielding is a visionary leader with decades of experience leading global brands including Disney, Claire’s, 20th Century Fox, and DreamWorks. He is the author of All Pride, No Ego, host of the Jim Fielding & Friends podcast, and a keynote speaker and consultant helping organizations build human-centered strategies.

Learn more about Jim
Connect with Jim on LinkedIn
Follow Jim on Instagram: @HiJimFielding

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With over 14 years of experience, he helps leadership teams around the world create alignment, implement successful strategies, and drive results.

Connect with Anthony on LinkedIn

More from our online courses: https://courses.smestrategy.net/

Contact our team: https://www.smestrategy.net/contact

Podcast produced by: https://www.rednyne.com/

► Work with us to facilitate your strategic plan:

https://www.smestrategy.net/strategic-planning-facilitator

► Learn more about our courses:

https://courses.smestrategy.net/courses/Leading-Strategy-Execution

In this podcast, you will learn:

☑️ Why groups are more than the sum of their parts.

☑️ How the first meeting sets lasting team norms.

☑️ The dangers of groupthink—and how to prevent it.

☑️ Why leaders must balance over-engaging vs. under-engaging teams.

☑️ Practical steps to structure tasks, roles, and communication effectively.

This video is for:

▶️CEOs and executives looking to improve collaboration.

▶️Team leaders struggling with alignment and accountability.

▶️Managers navigating group conflict or lack of clarity.

▶️Anyone interested in the science of high-performing teams.

About the Guest:

Dr. Colin M. Fisher is one of the foremost experts on group dynamics. A former professional jazz trumpet player turned academic, he is Associate Professor at University College London’s School of Management, where he teaches leadership, creativity, and organizational behavior. His forthcoming book, The Collective Edge (Penguin Random House / Simon & Schuster), explores how to unlock the secret power of groups. Colin’s work has been published in leading journals and featured in outlets such as BBC, NPR, Forbes, and Harvard Business Review. He has also provided lectures and workshops to organizations worldwide, including IDEO, P&G, NHS, and BP.

🔗 Learn more about Colin: https://colinmfisher.com

🔗 Connect with Colin on LinkedIn: https://www.linkedin.com/in/colinmfisher/

About the Host:

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With over 14 years of experience in strategy, he helps leadership teams around the world create alignment, implement successful strategies, and drive results.

🔗 Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

About SME Strategy:

SME Strategy is a management consulting firm specializing in helping organizations develop and implement strategic plans. We facilitate conversations around strategic direction so leaders can focus their energy on what drives results.

🔗 Learn more: https://www.smestrategy.net/strategic-planning-facilitator

Helpful Resources & Contact:

📘 More from our online courses: https://courses.smestrategy.net/

📩 Contact our team: https://www.smestrategy.net/contact

🎧 Podcast produced by: https://www.rednyne.com/

Subscribe for More:

Get weekly episodes on strategy, leadership, and implementation. Subscribe so you never miss an update on how to grow your organization.

Watch the full conversation to learn strategies for aligning passion with purpose while driving sustainable growth.

► Work with us to facilitate your strategic plan: https://www.smestrategy.net/strategic-planning-facilitator

► Learn more about our courses: https://courses.smestrategy.net/courses/Leading-Strategy-Execution

In this podcast, you will learn:

☑️ Why passion is the foundation of sustainable leadership.

☑️ The unique challenge of leading volunteers versus employees.

☑️ How nonprofits can operate like businesses with “dividends to society.”

☑️ The importance of measuring outcomes, not just inputs.

☑️ How to execute a turnaround during an organizational crisis.

This video is for:

▶️ CEOs and executives leading mission-driven organizations.

▶️ Nonprofit leaders navigating growth and transformation.

▶️ Business leaders looking to align impact with strategy.

▶️ Anyone seeking to balance passion, purpose, and performance.

About the Guest:

Andy Price is the CEO and Scout Executive of the Grand Canyon Council of Scouting America. With more than 30 years of experience, he has led five local councils across three states, serving hundreds of thousands of youth. Andy has guided organizations through existential crises, implemented strategic turnarounds, and championed the belief that nonprofits must operate with the same discipline as businesses—while delivering dividends to society.

🔗 Learn more about the Grand Canyon Council: https://www.scoutingaz.org/

🔗 Learn more about Scouting America: https://www.scouting.org

About the Host:

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With over 14+ years of experience in strategy work, he holds a BBA and is a Certified Associate in Project Management (CAPM). Based in Vancouver, Canada, Anthony helps leadership teams around the world create and implement successful strategic plans.

🔗 Connect with Anthony on LinkedIn: linkedin.com/in/anthonyctaylor604

About SME Strategy:

SME Strategy is a management consulting firm specializing in helping organizations develop and implement strategic plans. We facilitate conversations around strategic direction so leaders can focus their energy on what drives results.

Learn more: https://www.smestrategy.net/strategic-planning-facilitator

Helpful Resources & Contact:

▶️ More from our online courses: https://courses.smestrategy.net/

▶️ Contact our team: https://www.smestrategy.net/contact

▶️ Podcast produced by: https://www.rednyne.com/

Subscribe for More:

Get weekly videos on strategy, leadership, and implementation.

Subscribe so you never miss an update on how to grow your organization.

Subscribe Now 🙏 / https://www.youtube.com/@SMEStrategyINC

#smestrategy #anthonytaylor #andyprice #nonprofitleadership #strategicplanning #leadershipdevelopment #businessstrategy #turnaroundleadership #impactdriven #smePodcast

With a proven track record of helping Fortune 500 companies overcome unseen barriers and shift consumer behavior, Gwen offers invaluable lessons for leaders seeking to foster innovation, empower their teams, and deliver measurable impact.

Watch the full conversation for actionable advice on how to lead with data-driven confidence while still embracing creativity and human connection.

Work with us to facilitate your strategic plan: https://www.smestrategy.net/strategic-planning-facilitator

Enroll your SLT in our: Management Training on Strategy Execution. 

In this podcast, you will learn:

☑️ Why the biggest brands are adopting a “small business mindset.”

☑️ How data and experimentation fuel sustainable growth.

☑️ The role of creativity in driving profitable business outcomes.

☑️ How to assemble world-class teams that balance insights with innovation.

☑️ Why building brand love is essential to long-term success.

This podcast is for:

▶️ CEOs and executives navigating growth and transformation.

▶️ Leaders seeking to balance creativity and analytics.

▶️ Marketing professionals aiming to inspire innovation.

▶️ Anyone responsible for scaling organizations in competitive markets.

About the Guest:

Gwen Hammes is the Co-CEO of Cro Metrics, where she leads teams that expand the impact of experimentation across marketing organizations. Her career has spanned leadership roles at Ogilvy, FCB, and DDB, partnering with global powerhouses like Mars, Kimberly-Clark, Stellantis, Clorox, Levi Strauss, Sargento, and SC Johnson. Gwen is recognized as a trusted advisor to CMOs navigating today’s complex marketplace, known for her ability to foster profitable growth while cultivating lasting consumer connections. She resides in Chicago with her husband and two sons.

🔗 Learn more about Gwen and Cro Metrics: https://crometrics.com

🔗 Connect with Gwen on LinkedIn: https://www.linkedin.com/in/gwen-hammes/

About the Host:

Anthony Taylor is the CEO, Founder, and Senior Facilitator at SME Strategy. With over 14+ years of experience in strategy work, he holds a BBA and is a Certified Associate in Project Management (CAPM). Based in Vancouver, Canada, Anthony helps leadership teams around the world create and implement successful strategic plans.

🔗 Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

About SME Strategy:

SME Strategy is a management consulting firm specializing in helping organizations develop and implement strategic plans. We facilitate conversations around strategic direction so leaders can focus their energy on what drives results.

Learn more: https://www.smestrategy.net/strategic...

Helpful Resources & Contact:

▶️ More from our online courses: https://courses.smestrategy.net

▶️ Contact our team: https://www.smestrategy.net/contact

▶️ Podcast produced by: Rednyne Productions

Subscribe for More:

Get weekly videos on strategy, leadership, and implementation. Subscribe so you never miss an update on how to grow your organization. 

About the Guest:

Brendan P. Keegan is an entrepreneur, philanthropist, and author of Dare to Disrupt: The 8 Pillars of Transformation. He has served as CEO of six companies, invested in ventures spanning motorsports to technology, and is Co-Owner of Andretti Global. Brendan is also the founder of The Fearless Leadership Experience, with over 150,000 subscribers on LinkedIn, dedicated to his mission of building one million fearless leaders

Listen to the full conversation to learn actionable leadership advice that will help you perform at your best and inspire others to do the same.

Work with us to facilitate your strategic plan: https://www.smestrategy.net/strategic-planning-facilitator

Learn more about our courses: https://courses.smestrategy.net/courses/Leading-Strategy-Execution

With experience at P&G and other leading brands, Robyn shares actionable stories and surprising truths about leadership, risk, and repeatable innovation.

► Work with us to facilitate your strategic plan:

https://www.smestrategy.net/strategic-planning-facilitator

In this episode, you’ll learn:

• Why innovation is more than just a process

• How leaders accidentally kill innovation by “doing what worked before”

• Why operating instincts are the enemy of innovation instincts

• What it means to “channel your inner George Costanza”

• How to hedge risk and lead through uncertainty

Who it's for:

• CEOs, Entrepreneurs, and Strategy Leaders

• Innovation teams and R&D professionals

• Organizations facing disruption or trying to stay ahead

• Anyone rethinking how they lead change

About the Guest:

Robyn Bolton is the founder of MileZero, a consulting firm that helps organizations unlock innovation and drive repeatable growth. A former P&G brand manager, Robyn is the author of Unlocking Innovation and a leading voice on leadership-driven innovation strategy.

Website: https://www.milezero.io/about/

About the Host:

Anthony Taylor is the CEO of SME Strategy, a strategic planning consulting firm. With over 14 years of experience, he’s helped organizations worldwide build strategic plans that get results. LinkedIn: /anthonyrtaylor604

Helpful Resources:

• Explore our strategy services: https://www.smestrategy.net

• Online courses for leaders: https://courses.smestrategy.net

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Podcast produced by Rednyne Productions https://www.rednyne.com

Discover how understanding team interactions and cultivating trust can transform the way teams function. Vanessa explains the role of empowerment, belonging, and the many-to-many relationships crucial for team success. Whether you're a leader looking to improve team performance or curious about the intricacies of team dynamics, this episode offers practical advice and thought-provoking perspectives.

Our discussion highlights the importance of effective communication, understanding and meeting others mentally and emotionally, and practicing the art of influence. Whether you are looking to improve your leadership skills or personal development, this episode provides valuable strategies and real-world examples of how NLP can help you achieve your goals.

Tune in and discover the difference that makes the difference, a step towards better communication and leadership. Subscribe for more insightful conversations like this one on the Strategy and Leadership Podcast.

Chapters

Access our courses to support your strategy leadership: https://courses.smestrategy.net/

Learn more about our Strategic Planning Facilitation Services 

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Andrew shares his unique strategic insights, discussing the challenges and opportunities in the tulip farming industry, the transformation of the United Way of Skagit County, and the importance of adaptability and curiosity in leadership. Whether you're an entrepreneur, a nonprofit leader, or someone fascinated by unconventional career paths, this episode offers valuable lessons on maintaining an agile mindset and navigating change in today's fast-paced world.

Learn more about SME Strategy and how we support strategic planning facilitation.

Learn to be a better leader in our academy: https://courses.smestrategy.net/

Connect with Tim here: https://www.linkedin.com/in/timkoller/

Get his book: https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/valuation-measuring-and-managing-the-value-of-companies

#businessvaluation, #revenue growth, #profitability, #strategicplanning, #decision-making, #corporatefinance,  #financialanalysis, #cashflow

Learn more about SME Strategy Consulting https://www.smestrategy.net

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Learn how to make better decisions, improve your customer experience, and cultivate a culture of joy in work that supports your business strategy. Kevin's perspectives on leadership in 2025 and the role of innovation are crucial for any business aiming for strategic success.

Tune in for practical takeaways on building a future-forward business strategy powered by AI.

Chapters

• 00:00 Introduction to Kevin Surace and His Work
• 03:00 The Role of AI in Modern Business
• 06:02 Generative AI: Transforming Content Creation
• 09:04 AI in Leadership and Decision Making
• 11:46 The Joy Success Cycle: Finding Joy in Work
• 18:00 Conclusion and Final Thoughts

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// About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

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► Strategy Leadership Toolkit: Unlock your potential as a leader with a comprehensive toolkit designed for managers. Master strategic decision-making, planning, and stakeholder engagement to drive effective change. https://courses.smestrategy.net/

Cameron Bishop of Raincatcher shares his extensive experience in leading companies through significant transformations, emphasizing effective communication, employee engagement, and the strategic steps businesses must take to maximize their value for a successful exit.

Key Takeaways:

Hyper-Growth & Leadership: Learn how servant leadership principles can effectively guide and sustain hyper-growth within an organization.

Employee-Centric Strategies: Discover the value of employee engagement, active listening, and fostering a collaborative organizational culture.

The Power of Communication: Understand why transparent and frequent communication is vital during periods of transformation and change.

Strategic Exit Planning: Gain insights into the critical steps and mindset shifts required to strategically plan for a successful business exit in the current landscape of 2025.

Maximizing Business Value: Learn why proactive planning and working "on" your business, rather than just "in" it, is essential for achieving optimal business valuation.

Chapters

• 00:00 Introduction to Leadership and Management Styles
• 02:53 Navigating Challenges in Business
• 06:08 Transformational Leadership and Employee Engagement
• 08:59 Communication and Integration in Organizations
• 11:48 Building a Diverse Leadership Team
• 14:54 Preparing for Business Exit Strategies
• 18:08 The Importance of Business Valuation and Planning

If you're in a period of hyper-growth, going through transformational change, or planning your exit strategy, consider a strategic planning facilitator to align your team and clarify your vision.

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ABOUT SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process?

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Key Takeaways:

• AI demands a fundamental shift in strategic leadership, strategic management, and strategic thinking. Effective strategic planning and implementation must account for current market uncertainty.
• Focus and purpose are foundational for effective business and strategic leadership.
• The CARE framework provides a clear method for assessing critical AI risks.
• AI offers significant potential for predictive modelling, including healthcare advancements.
• Over-reliance on AI can lead to a decline in fundamental human capabilities.
• Sound AI governance hinges on shared collective responsibility.
• The ongoing evolution of AI requires adaptable and decisive leadership.
• Understanding the balance of opportunity and risk is a core element of strategic planning.
• Direct engagement with ethical considerations is essential for AI implementation.

Chapters:

• 00:00 The Essentials of AI and Technology in 2025
• 03:05 Navigating Business Uncertainty: A Leadership Imperative
• 06:12 The Foundational Role of Purpose-Driven Leadership in the Age of AI
• 09:12 The CARE Framework: Essential AI Governance
• 10:47 Understanding the Real Risks and Ethical Concerns of AI
• 19:26 Collective Responsibility: The Bedrock of AI Development

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// About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://hubs.la/Q03gh-Pj0

In this powerful episode of the SME Strategy Podcast, we sit down with Steve Cadigan, LinkedIn's first CHRO and a global talent advisor, to uncover the harsh realities of today's talent marketplace and reveal what you need to consider for strategic implementation today.

Steve doesn't hold back. He exposes the core issues plaguing businesses and leaders and provides clear directives for immediate action.

Here's what you'll learn:

• The truth about employee tenure: (Did you know? The average tenure for 20-35 year olds is just 2.5 years, 4 years average for US)
• Why your company needs to become a "business school" to retain top talent.
• The critical "skills awareness problem" and how to solve it.
• Why trust and transparency are non-negotiable in today's workforce.
• How to turn your alumni into a strategic asset.
• The mandatory business transformation needed to adapt to the new talent reality.

Cadigan's Strategic HR Directives:

1. Tenure is Transient: Recognize the reality of shorter employee retention and prioritize rapid skill acquisition.
2. Learning is Core: People are loyal to learning, not positions. It’s time to invest in continuous growth.
3. Skills Awareness is Paramount: Bridge the skills gap with internal development.
4. Trust is Non-Negotiable: Build a culture of transparency and communication.
5. Alumni are Strategic Assets: Leverage your former employees for future success.
6. Skill Growth drives Career Security: Empower employees with valuable, future-proof skills.
7. Business Transformation is Mandatory: Reimagine your business model for the new talent landscape.

Direct Talent Retention Strategies for Actionable Impact:

1. Establish Learning as a Core Function: Implement strategic learning programs and mentorship.
2. Optimize for Rapid Skill Acquisition: Design flexible career paths and project-based learning.
3. Build a Culture of Unwavering Transparency: Implement consistent communication and feedback channels.
4. Leverage Alumni as a Strategic Network: Create alumni networks and host strategic events.
5. Prioritize Skill Development for Career Stability: Focus on skill-based training and career growth opportunities.

Strategic Implementation for Lasting Results:

1. Conduct a thorough assessment of current practices. Invest strategically in learning and development.
2. Establish a culture of trust and clear communication.
3. Develop a structured alumni engagement program.
4. Embrace adaptability as a foundational principle.

Don't let your talent retention strategies fail!

Watch this episode to gain the crucial insights and actionable strategies you need to adapt and thrive in today's talent market.

Chapters

• 00:00 Introduction to Talent Advisor Steve Cadigan
• 03:01 The Evolving Role of HR in Talent Management
• 05:52 Challenges in Attracting and Retaining Talent
• 08:52 Developing Effective Talent Strategies
• 12:02 The Importance of Learning and Development
• 14:43 Reimagining Business Models for Talent
• 18:10 Building Trust and Organizational Health
• 21:00 The Future of Talent and Employee Loyalty
• 23:51 Conclusion and Key Takeaways

----

SME Strategy can help increase the speed of internal change and implementation by driving alignment and buy-in with stakeholders through a structured and streamlined process. Book a call today to learn how we can help you achieve your goals: https://www.smestrategy.net/strategic...

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// About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic...

Jonathan shares his vision for strategic growth and his journey from investment banking to revolutionizing the Canadian food delivery landscape. We explore the strategic decisions that propelled Goodfood's growth, including:

1. Navigating Early Challenges: Learn how Goodfood overcame logistical hurdles and innovated in temperature-controlled packaging, moving from apartment deliveries to a nationwide network.

2. Strategic Diversification: Explore the company's bold move into Bitcoin reserves and its strategic acquisition of Genuine Tea, showcasing innovative approaches to asset management and growth.

3. Building a Sustainable Competitive Advantage: Understand how Goodfood prioritized quality, sustainability, and social impact, partnering with organizations like the Breakfast Club of Canada to address food insecurity.

4. Leadership and Thought Leadership: Gain valuable lessons into Jonathan's strategic vision and leadership philosophy.

As a strategic management facilitator, Anthony Taylor expertly guides the conversation, extracting key takeaways that you can apply to your own business.

Chapters:

00:00 The Birth of Goodfood: A Culinary Journey

03:04 Challenges in the Food Delivery Space

06:04 Sustainability and Supply Chain Innovations

09:05 Social Impact and Community Engagement 12:02 Bitcoin as a Strategic Reserve

17:59 Acquisition and Supporting Food Entrepreneurs

Key Takeaways:

- Goodfood was founded in 2014 to address food delivery needs.

- The company delivers 15 million meals annually and employs nearly 1,000 people.

- Sustainability in packaging is a core focus for Goodfood.

- Goodfood has donated over a million meals to combat food insecurity.

- The company has adopted Bitcoin as a strategic reserve for financial growth.

- Building a direct-to-consumer logistics network was a significant challenge.

- Community engagement is vital for Goodfood's mission.

- Goodfood aims to support other food entrepreneurs through acquisitions.

- Sourcing local and healthy ingredients is a core value at Goodfood.

- Jonathan's entrepreneurial spirit drives the company's innovative strategies.

If you're looking for expert guidance in strategic management facilitation, visit our website at www.smestrategy.net to learn more about our services and how we can help your organization achieve its strategic goals.

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// About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

Ben, who's been helping teams nail their goals for years, reveals a major pitfall: treating OKRs as mere to-do lists. He'll show you how to ditch the vague "to-dos" and start setting goals that are actually measurable, like "Increase website traffic by 20% in Q3" instead of just "Launch a new marketing campaign." Plus, he'll explain why knowing why your goals matter is just as important as what they are.

Anthony and Ben talk about how to move away from just "doing what you're told" and towards a team that's focused on real results. Ben shares easy-to-follow tips on how to communicate your goals to your boss and how to tweak your OKRs to make sure they're working for your team in your strategic planning and strategy implementation..

We'll also dive into the importance of change management and stakeholder engagement. Successfully implementing OKRs requires more than just a framework; it demands a shift from compliance to a performance-driven environment. Learn how to effectively communicate the benefits of OKRs, address resistance, and foster a sense of ownership and accountability-- and how a skilled strategic planning facilitator or strategic planning consultant can guide teams to define and track relevant metrics, ensuring alignment throughout the strategic planning process.  

We discuss how to drive performance through effective OKRs by focusing on measurable outcomes and building a culture of accountability. Ben emphasizes the iterative nature of OKRs, suggesting you think of them like "rough drafts." The real value is in learning from what didn't work and quickly changing course.

Key Takeaways:

• OKRs require practical application beyond theoretical training.
• Common mistakes include treating OKRs as to-do lists.
• Effective OKRs focus on measurable outcomes, not just activities.
• Change management is crucial for successful OKR implementation.
• Communication of objectives should start with the end goal in mind.
• Compliance work does not align well with the OKR framework.
• Iterative processes allow for learning and adaptation in goal setting.
• Quality of outcomes is more important than quantity of tasks.
• Support and coaching are essential for mastering OKRs.
• Organizations should embrace a performance-oriented culture.

Chapters:

• 00:00 - Introduction to OKRs and Their Importance
• 02:48 - Common Mistakes in Implementing OKRs
• 06:02 - The Role of Change Management in OKRs
• 08:55 - Compliance Culture vs. Performance Culture
• 11:56 - Effective Communication of Objectives
• 14:59 - Iterative Nature of OKRs
• 17:46 - Conclusion and Resources

Learn More About OKRs: Visit Ben Lamorte at www.OKRS.com

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// About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

• Shift from blame to collaborative solutions.
• Cultivate curiosity and active listening.
• Make requests, not demands, for buy-in.
• Avoid the high cost of conflict avoidance.
• Build strategic capacity through conscious decision-making. 

Key Takeaways

• Conflict is often viewed negatively, but it can be a creative space.
• Curiosity is essential for navigating conflict effectively.
• Trust can develop through open and honest communication.
• Avoiding conflict leads to a loss of information and relationships.
• Leaders should focus on the situation, not the person, in conflict.
• Expressing needs without blame fosters better communication.
• Understanding different perspectives is crucial in conflict resolution.
• Conflict can reveal important information that may otherwise be overlooked.
• Engaging in conflict can lead to more conscious decision-making.
• Building power together in conflict can lead to better outcomes.

Chapters

00:00 The Dance of Conflict: An Introduction

10:01 Understanding Conflict as an Opportunity

20:05 Navigating Power Dynamics in Conflict

// Connect with us:

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► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

TAKEAWAYS

• Chiefs of Staff are strategic partners for leaders.
• The role is expanding as leaders seek higher-level support.
• A Chief of Staff organizes and prioritizes initiatives for leaders.
• Networking is crucial for aspiring Chiefs of Staff.
• Look for roles that involve high-level support, not just administrative tasks.
• Experience in customer service can enhance a Chief of Staff's effectiveness.
• Special projects can provide valuable experience for future Chiefs of Staff.
• A Chief of Staff needs strong access to the leader to be effective.
• Understanding the unique needs of the organization is key to success.
• Consider the timing and readiness of the organization before hiring a Chief of Staff.

Chapters

• 00:00 Introduction to the Chief of Staff Role
• 03:04The Evolution and Importance of the Chief of Staff
• 05:59 Identifying the Right Fit for Chief of Staff
• 08:58 Career Pathways to Becoming a Chief of Staff
• 12:07 Skills and Experiences that Shape a Chief of Staff
• 14:54 Final Thoughts and Resources for Aspiring Chiefs of Staff

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► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/ // About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

Key Takeaways

• Must embrace uncertainty as a growth opportunity.
• The reset phase is crucial for thriving post-crisis.
• Loop thinking allows for continuous strategy cycles.
• Proactive survival means preparing before shocks occur.
• Competitive advantages are eroding faster than ever.
• Acting on beliefs can lead to better strategic decisions.
• Organizations should focus on building loyalty with customers.
• Talent development is essential for long-term growth.
• Strategic plans should be living documents that adapt.
• Growth requires a commitment from leadership.

Chapters

00:00 Introduction to Survive, Reset, Thrive

02:55 Navigating Uncertainty in Leadership

05:51 The Importance of Loop Thinking

08:49 Building Competitive Advantage

12:11 Kickers and Killers: Strategic Planning Insights

14:58 Developing Talent for Growth

16:55 Conclusion and Call to Action

// Connect with us:

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► Connect with Anthony on LinkedIn:   / anthonyctaylor604  

// About SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic...

Nigel explores the concept of viewing organizations as complex adaptive systems and discusses why prescriptive methodologies often fall short in such environments. He emphasizes the importance of human behaviors and culture in achieving continuous improvement, drawing from his collaborations with complexity thinking experts. Listeners will learn about the practical application of lean methodologies beyond manufacturing environments, discover the importance of root cause analysis, and gain insights into how organizations like McKinsey are shifting their focus toward unlocking human potential. Nigel also discusses practical strategies for leaders to engage employees in continuous improvement and empower teams to make impactful decisions.

• Lean thinking transcends manufacturing and can be applied to any area with non-value-added activities, focusing on eliminating waste and enhancing processes.
• Organizations must adapt to complex systems by shifting from prescriptive methodologies to emphasizing human factors and team dynamics.
• Effective leadership involves empowering teams to address problems and contribute to cultural transformation by creating a psychologically safe environment.
• Root cause analysis should identify not only the point of occurrence but also the point of cause to effectively address underlying issues.

The Strategy and Leadership podcast is hosted by SME Strategy Consulting.

• Connect with them when you are looking for a strategic planning facilitator for your next strategy offsite.
  https://www.smestrategy.net/en/strategic-planning-facilitator

Throughout the conversation, Cindy explores various exit strategies, including the intricacies of ESOPs, helping owners to find tailor-made solutions that align with their business objectives and personal goals. By considering internal transitions or preparing for external sales, she emphasizes the necessity for intentional planning to maximize company value. The discussion extends to the importance of leadership readiness and team development, empowering owners to add significant value to their businesses. Cindy reflects on her personal journey of selling her CPA firm and how those lessons shape her approach today. Listeners will gain a thorough understanding of strategic planning in the context of transitioning out of a business, ensuring the optimal outcomes for both owners and employees.

• The Importance of an Early Exit Strategy: Business owners should plan their exit strategies at least five years in advance, providing time to prepare for successful transitions.
• Valuing Internal and External Transitions: Every business needs a strategy that aligns with its unique goals and the marketplace, such as implementing ESOPs for suitable companies.
• Leadership and Team Development: Building a strong, independent leadership team can enhance a company's value and facilitate smoother transitions.
• Timing and Strategy Flexibility: Understanding when to act on a sale offer based on market conditions and readiness can significantly influence the success of the transaction.
• Cindy's Personal Experience: Lessons learned from selling her own business highlight the importance of having a comprehensive plan and experienced advisors during transition phases.

The Strategy and Leadership podcast is hosted by SME Strategy Consulting.

• Connect with them when you are looking for a strategic planning facilitator for your next strategy offsite.
  https://www.smestrategy.net/en/strategic-planning-facilitator
  
  
• Want to learn how to facilitate your own strategic planning process? Enroll in the Aligned Strategy Course: https://courses.smestrategy.net/courses/Aligned-strategy-course
  
  
• Connect with the host Anthony Taylor on LinkedIn. 
  https://www.linkedin.com/in/anthonyctaylor604/

With a distinguished background in law, business, and the military, Thomas shares fascinating insights into the intersection of artificial intelligence (AI) and intellectual property (IP), particularly the challenges and opportunities they present. As the discussion delves into the transformative landscape of AI, Taylor and Dunlap consider how businesses can strategically leverage AI technology without compromising their intellectual assets.

Throughout the conversation, Dunlap highlights the "Wild West" nature of AI and its implications for IP protection. He shares valuable perspectives on how AI technologies are reshaping industries, urging companies to adapt and integrate these tools to stay competitive. Dunlap also sheds light on his law firm's innovative management structure, emphasizing the importance of hiring professionals, even non-lawyers, to efficiently manage non-core activities like HR and marketing. His unique approach showcases how legal practices can break traditional barriers and foster a progressive work environment focused on specialization and efficiency.

• AI & IP Law: The intersection of AI and intellectual property law poses complex challenges, with the need to clearly define ownership of AI-generated content.
• Innovation in Management: Employing non-lawyer professionals for peripheral tasks enhances efficiency and allows specialized professionals to focus on their core strengths.
• Adoption of AI Tools: Companies not using AI risk falling behind, as AI is an invaluable tool for creative and operational enhancement in businesses.
• Educational Integration: Encouraging future scientists and engineers to utilize AI responsibly can lead to innovative developments and solutions.
• Leadership Practices: Building a successful organization involves aligning management practices with core strengths and creating a culture centered around trust and efficiency.

The Strategy and Leadership podcast is hosted by SME Strategy Consulting.

• Connect with them when you are looking for a strategic planning facilitator for your next strategy offsite.
  
  

In this enlightening episode of the Strategy and Leadership Podcast, host Anthony Taylor converses with Renee Moorfield, PhD, the CEO of WisdomWorks Group, about the science of thriving leadership. Drawing from three decades of experience and working with industry giants, Renee shares her thought-provoking insights and frameworks that focus on creating thriving work environments. Her passion for promoting well-being, resilience, and effective leadership is evident throughout the conversation.

The discussion dives deep into the differentiating factors between leadership and management, emphasizing the importance of utilizing strategic plans to cultivate successful teams within complex dynamic systems. Renee highlights the significance of nurturing thriving leadership backed by science, rather than relying solely on motivational tactics. Listeners will discover the impact of self-care, resilience, and creating supportive work environments for personal and organizational achievement. Renee underlines that thriving should be considered a standard measure of success in today’s businesses.

• Thriving is an innate capacity within all humans, yet individuals often delay focusing on it. Leaders should integrate personal thriving into daily life to contribute positively to their teams.
• A thriving culture in organizations doesn’t just mean wellness programming but creating environments where employees can flourish and realize their potential.
• Middle managers play a crucial role in cushioning their teams from less supportive corporate structures, making their own self-care and understanding of thriving essential.
• Leadership is about cultivating environments and focusing on relationships before business to support each team member's growth and effectiveness.
• Simple reflective practices, when embedded into leadership, can lead to significant changes in work dynamics and individual well-being.

1. "Your capacity to thrive is innate to you as a human being. You're biologically hardwired to do these things."
2. "One of the groups we kind of worry about the most is middle managers because they're the ones buffering from so many directions."
3. "Personal reflection is what’s called psychoactive. It already starts to shift how you see how you're designing your life."
4. "At the end of the day, of course, results matter, but the way we get there is through healthy relationships."
5. "The role of a leader is to steward environments where all people can thrive."

• Website: wisdom-works.com
• LinkedIn: Renee Moorfield

Renee Moorfield’s perspectives provide a fresh lens on leadership and thriving. To explore more profound insights shared in this discussion, listen to the full episode and stay tuned for more empowering content from the Strategy and Leadership Podcast.

The Strategy and Leadership podcast is hosted by SME Strategy Consulting.

• Connect with them when you are looking for a strategic planning facilitator for your next strategy offsite.
  
  https://www.smestrategy.net/en/strategic-planning-facilitator
  
  
  
  
• Want to learn how to facilitate your own strategic planning process? Enroll in the Aligned Strategy Course: https://courses.smestrategy.net/courses/Aligned-strategy-course
  
  
  
  
• Connect with the host Anthony Taylor on LinkedIn. 
  
  https://www.linkedin.com/in/anthonyctaylor604/

In this episode of the Strategy and Leadership Podcast, host Anthony Taylor sits down with Dawn Reese, CEO of The Wooden Floor. Dawn shares her incredible journey from the tech sector to leading a nonprofit organization dedicated to transforming young lives through dance and education. The episode dives into the strategic planning and leadership approaches that have driven The Wooden Floor's success. Listen in to discover how strategic visioning and a commitment to people-centric leadership can drive meaningful change in both organizations and communities.

Dawn Reese elaborates on how The Wooden Floor is more than just a dance studio; it's a creative youth development organization that supports underserved children through dance education, academic support, and college readiness programs. With 100% of their students enrolling in higher education since 2005, Dawn outlines the organization's strategic growth from its humble beginnings to its current expansive reach. The conversation delves into the importance of a long-term strategic plan that includes chapters allowing for iterative progress, stakeholder engagement, and intentional growth that aligns with the organization's mission.

The episode also emphasizes the crucial role of servant leadership and empathy in cultivating a thriving organizational culture. Dawn's dedication to fostering a supportive and accountable work environment has led to impressive retention rates within her team. She candidly shares lessons learned from past experiences and underscores the importance of living out a clear mission-driven vision. This episode is a treasure trove of insights for leaders aiming to implement effective strategic planning while leading with heart and purpose.

• The Wooden Floor goes beyond being a dance studio, transforming young lives through dance education and college readiness, ensuring 100% of students enroll in higher education.
• Strategic planning involves a long-term vision with iterative chapters that allow for flexible and responsive growth, rather than rigid SMART goals.
• Servant leadership and empathy are key to fostering strong, dedicated teams and ensuring organizational success.
• Effective strategic planning requires strong stakeholder engagement, listening, and implementation as insights are gathered.
• Having a growth filter ensures decisions are mission-driven and sustainable, aligning with the organization's core values and strategic objectives.

1. "We inspire and transform young people through the power of dance and access to higher education." – Dawn Reese
2. "Not a lot of organizations can do a 10-year vision...we set the vision for the organization." – Dawn Reese
3. "For us, it's been really intentional about how we want it...we don't want to grow for growth's sake." – Dawn Reese
4. "If they're taken care of, then they'll take care of our mission." – Dawn Reese
5. "If I'm ever a CEO, I want to be the person that people can talk to and count on." – Dawn Reese

• Website: The Wooden Floor
• Dawn Reese on LinkedIn: Dawn S. Reese

Tune into this episode for an in-depth look at how strategic planning and servant leadership can transform an organization and its community impact. Whether you're in the nonprofit sector or corporate world, there's a wealth of practical insights and inspiration to be found. Stay tuned

The Strategy and Leadership podcast is hosted by SME Strategy Consulting.

• Connect with them when you are looking for a strategic planning facilitator for your next strategy offsite.
  
  https://www.smestrategy.net/en/strategic-planning-facilitator
  
  
  
  
• Want to learn how to facilitate your own strategic planning process? Enroll in the Aligned Strategy Course: https://courses.smestrategy.net/courses/Aligned-strategy-course
  
  
  
  
• Connect with the host Anthony Taylor on LinkedIn. 
  
  https://www.linkedin.com/in/anthonyctaylor604/

In this engaging episode of the Strategy and Leadership Podcast, host Anthony Taylor invites Fletcher Wimbush, CEO of Discovered, to delve into the intricacies of talent acquisition. Broadcasting from Southern California, Fletcher draws on decades of experience in the field, sharing vital insights into improving recruitment processes and retaining top talent. The conversation is underpinned by the exploration of performance-based job descriptions, structured interviewing, and the pros and cons of leveraging AI in hiring. As Fletcher outlines, understanding the precise requirements of a job through job analysis is crucial to finding the right fit.

Fletcher highlights the significance of structured interviews and performance-based job descriptions as tools to combat common hiring pitfalls — underscoring the financial and cultural repercussions of hiring the wrong candidate. He emphasizes the importance of conducting a thorough job analysis and using resume reviews, performance-based interviewing, and technical assessments to identify a candidate's potential longevity and fit. Fletcher also touches on the innovative use of AI tools like ChatGPT in streamlining hiring processes, while cautioning about the need for skilled oversight to ensure quality results.

• Conducting a thorough job analysis and creating performance-based job descriptions are pivotal to successful hiring.
• Resumes should be used as an initial screening tool to identify potential longevity and fit.
• Structured interviewing and performance-based interviewing are among the most predictive methods to assess candidate suitability.
• AI can be a powerful tool in recruitment but requires expertise to leverage effectively.
• Hiring processes should consider both demonstrated skills and potential for growth, depending on the role's requirements.

The Strategy and Leadership podcast is hosted by SME Strategy Consulting.

• Connect with them when you are looking for a strategic planning facilitator for your next strategy offsite.
  https://www.smestrategy.net/en/strategic-planning-facilitator
  
  
• Want to learn how to facilitate your own strategic planning process? Enroll in the Aligned Strategy Course: https://courses.smestrategy.net/courses/Aligned-strategy-course
  
  
• Connect with the host Anthony Taylor on LinkedIn. 
  https://www.linkedin.com/in/anthonyctaylor604/

The Strategy and Leadership podcast is hosted by SME Strategy Consulting.

• Connect with them when you are looking for a strategic planning facilitator for your next strategy offsite.
  https://www.smestrategy.net/en/strategic-planning-facilitator
  
  
• Want to learn how to facilitate your own strategic planning process? Enroll in the Aligned Strategy Course: https://courses.smestrategy.net/courses/Aligned-strategy-course
  
  
• Connect with the host Anthony Taylor on LinkedIn. 
  https://www.linkedin.com/in/anthonyctaylor604/

__________________________

The Strategy and Leadership podcast is hosted by SME Strategy Consulting.

• Connect with them when you are looking for a strategic planning facilitator for your next strategy offsite.
  https://www.smestrategy.net/en/strategic-planning-facilitator
  
  
• Want to learn how to facilitate your own strategic planning process? Enroll in the Aligned Strategy Course: https://courses.smestrategy.net/courses/Aligned-strategy-course
  
  
• Connect with the host Anthony Taylor on LinkedIn. 
  https://www.linkedin.com/in/anthonyctaylor604/

The episode delves deeply into the theme of empowerment through personalization, emphasizing the role of technology—particularly generative AI—in creating tailored customer experiences at scale. Anthony and David discuss various industries, from transportation to music streaming, and how these sectors utilize personalized strategies to stay competitive. The dialogue also warns against common pitfalls like appearing 'creepy' by mishandling customer data and underscores the importance of developing agile, test-and-learn frameworks to perfect personalization initiatives. As David points out, "Personalization is a lot about testing and learning."

• Personalization is much more than individualized marketing—it transforms entire customer experiences by leveraging detailed data insights effectively.
• Companies are urged to promise and deliver empowerment, understanding, convenience, and continuous improvement to their customers through personalized strategies.
• The balance between privacy and personalization is crucial. Customers should feel empowered and not invaded by predictive technology and data use.
• Future trends in personalization will leverage AI to not only provide suggestions but to actively perform tasks, leading to the rise of agentic AI.
• Creating data through customer interactions is critical for enhancing personalization while being transparent with data utilization to avoid being 'creepy.'

• LinkedIn: https://www.linkedin.com/in/daveedelman/
• Amazon Book: https://www.amazon.com/Personalized-Customer-Strategy-Age-AI-ebook/dp/B0CT49NK2V

__________________________

The Strategy and Leadership podcast is hosted by SME Strategy Consulting. Connect with them when you are looking for a strategic planning facilitator for your next strategy offsite.

https://www.smestrategy.net/en/strategic-planning-facilitator

Want to learn how to facilitate your own strategic planning process? Enroll in the Aligned Strategy Course: https://courses.smestrategy.net/courses/Aligned-strategy-course

Connect with the host Anthony Taylor on LinkedIn. 

https://www.linkedin.com/in/anthonyctaylor604/

David emphasizes that creating positive, repeatable customer experiences can be a game-changer for companies looking to do more with less. With references to companies like Chewy.com, he illustrates how smart, strategic decisions, supported by data, can enhance customer lifecycle value. The episode also touches on automation's role in scaling these efforts in larger enterprises. David shares practical steps for businesses large and small to identify and capitalize on moments that matter to their customers, ensuring that even automated interactions feel personal and thoughtful. Throughout, the conversation delves into the significance of combining strategic thinking with empathetic customer engagement to drive business results.

• Importance of Customer Experience: David Ewing emphasizes positioning customer experience at the center of strategic business operations, turning it into a strength that can be leveraged for greater business success.
• Scaling Care with Technology: Automation and data systems are critical in allowing businesses to replicate personalized customer experiences on a larger scale without losing the personal touch.
• Moments That Matter: Identifying and acting on significant customer interactions — both positive and negative — can strengthen customer relationships and brand loyalty.
• Cross-Selling Opportunities: Engaging customers during peak emotional moments can unlock valuable cross-selling opportunities, enhancing customer lifetime value efficiently.
• Continuous Innovation in Strategy: Businesses should continuously assess and innovate their strategies to realign with the ever-changing customer expectations and industry dynamics.

The Strategy and Leadership podcast is hosted by SME Strategy Consulting. Connect with them when you are looking for a strategic planning facilitator for your next strategy offsite.
https://www.smestrategy.net/en/strategic-planning-facilitator

Want to learn how to facilitate your own strategic planning process? Enroll in the Aligned Strategy Course: https://courses.smestrategy.net/courses/Aligned-strategy-course

Connect with the host Anthony Taylor on LinkedIn. 
https://www.linkedin.com/in/anthonyctaylor604/

Thanks for listening to the Strategy and leadership podcast we hope our tools have helped you with your strategic plan creation.

If you’re looking for more guidance, you might be interested in our self-guided course:

https://courses.smestrategy.net/courses/Aligned-strategy-course

Learn more about our strategic planning facilitator services

Want learn how to do strategic planning the SME Strategy way? Enroll in our signature course:

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In this captivating episode of the Strategy and Leadership podcast, host Anthony Taylor engages in an insightful conversation with Steve Robinson, the former Executive Vice President and Chief Marketing Officer of Chick-fil-A. Steve shares compelling anecdotes from his illustrious career, detailing his journey from humble beginnings in Foley, Alabama, to becoming a key figure at one of America’s most successful fast-food brands.

Through engaging reflections, Steve takes us through his 35-year tenure at Chick-fil-A, emphasizing the importance of developing a cohesive and purposeful company culture. He discusses the critical role of building relationships over transactions, a philosophy that not only differentiated Chick-fil-A but also established it as a customer-centric brand. With a focus on sustainable and long-term growth, Steve sheds light on the strategic decisions that allowed Chick-fil-A to flourish into a $22 billion company. From the creation of the iconic Cow Campaign to innovative marketing strategies rooted in generosity and community service, this episode is packed with invaluable lessons for marketers and business leaders.

• Focus on Culture Over Strategy: Developing a cohesive culture where values and long-term goals are clear can significantly enhance innovation, decision-making, and overall business success.
• Build Relationships, Not Transactions: Prioritizing customer relationships and community engagement leads to sustained growth and brand loyalty.
• Stewardship and Generosity: Embodying stewardship and practicing generosity can create a lasting impression and foster a positive corporate reputation.
• Leadership and Stability: Maintaining stable leadership in-store through experienced and invested operators is key to operational and cultural stability.
• Endearing and Enduring Brand: Focusing on making the brand endearing ensures its endurance, as shown through successful campaigns and customer interactions.

1. "The most important decisions we make here are who we hire, who we invite to join the organization, because we don't train culture here. We hire it." - Steve Robinson
2. "We discovered that marketing was kind of an uphill climb in the TI environment." - Steve Robinson
3. "If we're going to have positive influence on people, we're going to focus on building relationships, not transactions." - Steve Robinson
4. "Our food is worth full price. We need to figure out how to market this business and grow volume, grow the brand, but differently than the rest of the industry." - Steve Robinson
5. "If you don't have alignment with what's really important to Truett and the Cathy family, then you really don't understand who Chick-fil-A is." - Steve Robinson

• LinkedIn: Steve Robinson LinkedIn
• Book: Covert Cows and Chick-fil-A
• Website: srobinsonconsulting.com

Dive deeper into Steve Robinson’s fascinating journey and learn how the principles of purpose and culture can transform your business by listening to the full episode. Stay tuned for more enlightening conversations on the Strategy and Leadership podcast.

Learn our signature process for aligning your leadership team: https://courses.smestrategy.net/courses/Aligned-strategy-course

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Throughout their conversation, Anthony and Kathy discuss the evolving landscape of brand management, emphasizing the importance of consumer research and staying ahead of market trends. Kathy highlights the distinct differences between operating in a Fortune 1000 company and smaller enterprises, particularly in terms of adaptability and consumer engagement. She underscores the continual need for brands to evolve and adapt to changing consumer preferences, emphasizing the need for ongoing research and direct consumer interaction to remain competitive in a saturated market.

Kathy Guzmán Galloway brings over 20 years of experience in the consumer packaged goods (CPG) industry, specializing in brand management and strategy. Originally from New Jersey, she earned her MBA from the University of Texas at Austin before joining PepsiCo's Frito Lay division in Dallas. Kathy has held roles across small businesses and large organizations, including Dean Foods. For the past 11 years, she has excelled in consulting, focusing on brand positioning, and helping organizations better connect with their consumers.

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About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

We can facilitate your strategic planning offsite meeting, strategic plan creation, and support your strategic plan implementation.

For more visit https://www.smestrategy.net/strategic-planning-facilitator

Anthony Taylor talks with Jason Radisson, CEO and founder of Movo. The episode dives deep into the challenges and opportunities related to digitizing the frontline workforce through mobile technology. Jason shares insights from his extensive background, including his time at Uber, and discusses the transformative potential of mobile automation tools in increasing productivity and improving workers' livelihoods globally.

Jason discusses how Movo's platform leverages the power of mobile phones to provide better efficiency and flexibility for those in fields like nursing, retail, and manufacturing. He elaborates on the concept of workforce digitization, drawing parallels to the productivity gains seen in white-collar sectors over the past few decades. Jason also addresses various management considerations and cultural shifts necessary for adopting mobile technology in the workplace, emphasizing the importance of trust and the benefits of innovative scheduling automation.

• Movo HQ on LinkedIn
• Movo Website: Movo.co
• Learn how to lead strategic planning the SME Strategy way
• Connect with Anthony Taylor

Throughout the conversation, John and Anthony explore various strategies and methodologies, including the significance of regular introspection and strategic reflection. They talk about the power of patient ambition and how setting long-term goals can lead to substantial achievements over time. John highlights the necessity of daily practices like journaling and visualization for mental clarity and aligning daily actions with long-term objectives. For entrepreneurs and business leaders seeking both professional success and personal fulfillment, this episode provides invaluable insights and practical strategies.

• "I think every manager needs to learn how to facilitate at least a bit to step out of the micromanaging burden into leadership."
• "As a facilitator, the next step is to show them that there is a higher goal that brings them all together so that they're all on the same side."
• "When we reply to other people more with 'yes and,' we help the person to feel good about themselves because they feel seen."

#CEOtransition, #leadershipstyle, #executiveteam, #communication, #culture, #organizationalculture 

Takeaways:
-Transitioning into the CEO role is a significant challenge that requires adapting leadership style and managing expectations.
-Effective communication is crucial for a CEO, as their words and actions have a significant impact on the organization.
-Building a strong executive team is essential for a CEO's success, and it requires creating an environment of collaboration and trust.
-Understanding and shaping organizational culture is a key responsibility of a CEO, as it has a profound influence on the organization's performance.

Ty Wiggins is a leadership expert who is passionate about setting new CEOs up for success. As the lead of Russell Reynolds Associates’ CEO & Transitions Practice globally, he helps world-leading CEOs successfully onboard and transition into their role, to unlock business (and personal) success— faster. A trusted advisor, he guides new CEOs through their first 12-18 months in role, so they land well and perform quickly. Ty is one of one of only a handful of people globally with a PhD in leadership transitions. He harnesses his deep academic and consulting background to provide CEOs, boards, and senior leadership across industries with the skill and advice needed to enact transformational change. 

// Connect with us:

► Contact us: https://www.smestrategy.net/contact
► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING: 

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. 

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

Learn more at: https://www.smestrategy.net/strategic-planning-facilitator

Official Bio: Brad is the Chairman and Founder of ActionCOACH, a multi-million-dollar franchise providing result-driven education and business solutions to entrepreneurs and executives in 70+ countries across the world. Since starting it in 1993, Brad has scaled up his venture into an award-winning global enterprise that coaches 15,000 businesses on a weekly basis, helping them grow, sustain, and succeed. With over 30 years of experience in the entrepreneurial space, Brad has established himself as one of the world’s leading business coaches. He has lent his professional expertise to 9+ companies as a CEO, besides building his personal brand as a renowned business guru, keynote speaker, and best-selling author.
https://www.amazon.in/Pulling-Profits-Out-Hat-Company/dp/1732049726

https://www.actioncoach.com/ and https://bradsugars.com/

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About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

Learn more at: https://www.smestrategy.net/strategic-planning-facilitator

Throughout the conversation, Christopher delves into the practicalities of taking a company public, the importance of leveraging other people's money (OPM), and how to balance shareholder's equity with debt to optimize business growth. He explains how understanding and managing six core financial variables can make a company more valuable and shares his belief in the universal virtues of free enterprise. He also touches on maintaining liquidity, making prudent long-term investments, and efficiently utilizing assets and capital to maximize returns. This episode is a treasure trove for entrepreneurs, business leaders, and investors looking to deepen their understanding of business finance and wealth creation.

Prefer to get video, subscribe on Youtube. : https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

For teams: We can facilitate your strategic planning offsite meeting and strategic plan creation. As well as support your strategic plan implementation.

For individuals leading strategy: Join our community of strategy leaders who have learned SME Strategy’s approach and tools for aligning teams, and driving strategic plans forward.

For more visit www.smestrategy.net/

Drawing from over two decades of experience, Brent discusses the critical differences between large multinationals like Shell and SMEs (Small to Medium Enterprises) in how they develop and support their workforce. He explains the need for a well-defined leadership pipeline and exposes the flaws in the prevalent practice of promoting technically proficient individuals to leadership roles. The conversation also covers the evolving expectations of Gen Z employees, the importance of psychological safety in the workplace, and the future of work design.

Connect with SME Strategy: www.smestrategy.net
Connect with Anthony: https://www.linkedin.com/in/anthonyctaylor604/

Work with a strategic planning facilitator on your next strategy offsite: https://www.smestrategy.net/strategic-planning-facilitator

Steve Dennis, president and founder of SageBerry Consulting, discusses the transformation of the retail industry in the digital age and the challenges faced by companies in adapting to change. He emphasizes the need for leaders to embrace a mindset of continuous transformation and make the necessary mindset shifts to drive success. Dennis also highlights the importance of imagination and creativity in business, as well as the need to think beyond traditional constraints and business models. He encourages leaders to take a portfolio approach to innovation and be willing to take calculated risks.

Steve Dennis is a strategic advisor, keynote speaker, and bestselling author focused on growth, innovation, and the impact of digital disruption. Steve's groundbreaking book--"Remarkable Retail: How to Win & Keep Customers in the Age of Disruption"--is a perennial international bestseller, and his provocative ideas on the future of shopping and consumer behavior are regularly featured in the media, in his role as a Forbes senior contributor, and through the award winning Remarkable Retail podcast. His new book is "Leaders Leap: Transforming Your Company at the Speed of Disruption" During a storied and diverse career as a C-suite executive at two Fortune 500 companies–and most recently as a consultant and member of several boards–Steve has worked with dozens of brands to catalyze and design their journey to remarkable results. As a sought-out keynote speaker, Steve has delivered inspiring talks on six continents, sharing his unique perspectives on what it takes to reignite customer growth in a world of constant change and shifting consumer preferences. Steve is President of SageBerry Consulting. Prior to founding SageBerry, he was the chief strategy officer for the Neiman Marcus Group, where he also led the company's customer insight, loyalty, and multichannel marketing efforts.

Keywords

retail, digital transformation, leadership, mindset shifts, innovation, disruption

Takeaways

The retail industry has been greatly impacted by digital technology and faces challenges in adapting to the changing landscape.

Leaders need to embrace a mindset of continuous transformation and be willing to make the necessary mindset shifts to drive success.

Imagination and creativity are crucial in business, and leaders should think beyond traditional constraints and business models.

A portfolio approach to innovation, combining incremental improvements and game-changing ideas, can help companies stay competitive.

Leaders must be willing to take calculated risks and be open to exploring new opportunities.

Titles

Taking a Portfolio Approach to Innovation

The Importance of Mindset Shifts in Leadership

Sound Bites

"If the world has changed so much, why have you changed so little?"

"Safe is risky."

"Destruction is a means for creation."

Chapters

00:00 Introduction and Background

02:44 The Impact of Digital Technology on Retail

04:11 The Need for Mindset Shifts in Leadership

08:43 Unleashing Imagination and Creativity in Business

10:07 Taking a Portfolio Approach to Innovation

12:05 Embracing Calculated Risks and New Opportunities

21:14 Conclusion and Call to Action

In this episode of the Strategy and Leadership podcast, Anthony Taylor hosts Projjal Ghatak, fondly known as JJ, the CEO and co-founder of Onloop. They delve into the importance of delivering feedback in a manner that fosters growth, collaboration, and curiosity rather than judgment. With JJ's extensive background in leadership roles and his innovative approach at Onloop, he shares insightful perspectives on enhancing organizational performance through AI-driven feedback mechanisms.

JJ elaborates on his philosophy of minimizing friction in goal alignment and feedback processes. Drawing analogies from sports coaching, he emphasizes the necessity of capturing regular observations and converting them into actionable insights through generative AI. The conversation further delves into Onloop’s proprietary framework for collaborative team development, which aims to demystify and simplify the manager’s role, making it more engaging and efficient. By comparing the fitness industry's motivational tactics, JJ advocates for making workplace productivity practices equally appealing and beneficial.

• Curiosity over Judgment: Approaching feedback with curiosity rather than judgment leads to more constructive and less confrontational interactions.
• Hierarchical Needs of Team Members: JJ discusses a five-tiered hierarchical approach to managing team productivity, focusing first on motivation and clear goal setting.
• Insights Through Generative AI: The use of generative AI in Onloop’s platform helps transform unstructured observations into specific, actionable feedback.
• Effective Feedback Delivery: Constructive feedback, when direct, kind, and specific, helps individuals recognize their superpowers and identify areas for improvement.
• Cultural Transformation: Shifting the narrative from "performance management" to "cultural transformation" enhances receptivity and engagement within teams.

1. "Are you approaching things with curiosity? Are you approaching things with judgment? When you start approaching things with curiosity, there is a much greater probability that you will end up being helpful."
2. "We try to make the process of goal alignment and feedback as fun as possible."
3. "Every team member has five hierarchical needs, and it's every manager's job to manage those five needs hierarchically."
4. "If people don't want to do something, start off at a negative, then no matter how positive things are, it takes a hurdle."
5. "Give managers a simple way to think about how they drive high performance in their teams."

• Projjal Ghatak on LinkedIn
• Onloop Website
• Anthony Taylor on LinkedIn

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About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

In this captivating episode of the Strategy and Leadership podcast, host Anthony Taylor engages with Hortence Le Gentil, a renowned leadership coach and author of "The Unlocked Leader." Hortence shares her multifaceted journey from being a show jumper to becoming a successful entrepreneur in the recycling steel industry, eventually finding her calling as a leadership coach. With clients ranging from industry leaders like Ralph Lauren and the president of Levi’s, Hortence's insights offer profound wisdom on overcoming personal and professional mind traps.

Hortence delves deep into the concept of "mind traps," which are obsolete beliefs that hinder personal and professional growth. Using her own experiences and client stories, she illustrates how identifying and overcoming these limiting beliefs can lead to unlocking one’s full potential. Hortence emphasizes the importance of listening to one's inner voice and pursuing paths that align with one's true self, a philosophy that has guided her dynamic career.

• Recognizing Mind Traps: Understand that mind traps are outdated beliefs that restrict growth and how identifying them is the first step towards self-improvement.
• Overcoming Trauma: Both significant and subtle traumas can create limiting beliefs. Addressing these is crucial for personal growth.
• Listening to Your Inner Voice: Finding your path requires tuning into your inner voice, which guides your true desires and ambitions.
• Leadership and Empathy: Effective leadership today extends beyond traditional metrics; it involves genuine empathy and human connection.
• Personal and Professional Growth: Breaking free from mind traps not only enhances professional performance but also enriches personal life.

This Episode is supported by Cascadia Partners Fleet Electrification Consulting Practice. 
Are you interested in learning how you can electrify your fleet? Learn more at https://www.cascadiapartners.ca/resources/fleet-electrification-consulting

In this enlightening episode of the Strategy and Leadership podcast, Anthony Taylor welcomes Shanil Ebrahim, a leading figure in the health sciences sector and partner at Deloitte. Recognized for his strategic insights and leadership, Shanil shares his experiences and outlook on the intersection of healthcare, technology, and leadership.

Shanil delves into the pressing issue of human health resource shortages and the transformative potential of technology in healthcare. He touches on the integration and adoption of AI-driven tools, telehealth, and data analytics aimed at improving efficiency and patient outcomes. As Shanil elaborates, the future of healthcare revolves around multi-faceted strategies including workforce reform, innovative hiring practices, and maximizing underutilized resource pools. This conversation is essential for understanding how industry leaders are navigating through and optimizing against the backdrop of a Canadian healthcare system in flux.

• Human Health Resource Shortages: Addressing the critical shortages of clinicians, technicians, and nurses in healthcare, and exploring innovative ways to tackle this issue.
• Technological Integration: Utilizing AI, telehealth, and data analytics to enhance patient care, reduce administrative burdens, and streamline operations.
• Workforce Reform Strategies: The importance of adopting global workforce strategies, targeting underutilized resource pools, and enhancing training programs.
• Patient-Centric Approach: Emphasizing the necessity to maintain patient-centric care through digital equity and ensuring accessible healthcare services for all demographics.
• Leadership in Healthcare: Strategies for managing change resistance and fostering technology adoption among healthcare professionals, ensuring seamless integration with existing workflows.

1. "Patients are going to play much more of a role. I think a lot of the things that we see in hospitals are going to end up moving to home care." - Shanil Ebrahim
2. "We need to be tech enabled, we need to be AI driven, we need to start adopting it." - Shanil Ebrahim
3. "How do we create a reform where we can actually address things along the full journey?... making these type of jobs much more attractive right from the onset." - Shanil Ebrahim
4. "For every hour that a doctor spends with a patient, they're spending 2 hours in documentation." - Shanil Ebrahim
5. "We have so many safeguards when it comes to digital and technology that it actually poses less risk than sometimes these paper copies in terms of patient confidentiality." - Shanil Ebrahim

• Deloitte: Global Website
• Healthcare Outlook 2024: A detailed analysis of the future trends and predictions in healthcare.
• Future of Healthcare 2040: Insights into innovative approaches and future strategies for healthcare services.
• Shanil Ebrahim on LinkedIn: Connect with Shanil Ebrahim

In conclusion, this episode provides an insightful look into the future of healthcare, emphasizing the importance of integrating technology and patient-centric models. For more in-depth discussions and expert insights, tune into the full episode and stay updated with the Strategy and Leadership podcast for more captivating content.

Prefer to get video, subscribe on Youtube. : https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

For teams: We can facilitate your strategic planning offsite meeting and strategic plan creation. As well as support your strategic plan implementation.

For individuals leading strategy: Join our community of strategy leaders who have learned SME Strategy’s approach and tools for aligning teams, and driving strategic plans forward.

In this insightful Strategy and Leadership podcast episode, host Anthony Taylor catches up with Karryn Christopher, the Executive Vice President of Marketing and Preferred Partnerships at Signature Travel Network. Karryn, who has been part of the organization for over two decades, shares her journey and the importance of staying mission-focused, the dynamics of the travel industry, especially during crises, and the pivotal role of communication and community in effectively serving their members.

Karryn talks about Signature Travel Network's structure and mission, emphasizing how being a member-owned cooperative has fostered resilience amidst industry turbulence. She discusses how the pandemic reshaped their operations and business models and how their commitment to communication and best practices has enabled them to support their network. Karryn also touches upon the importance of embracing change and the challenges of working with external partners to drive technoloy

• Staying Mission-Focused: Signature Travel Network’s unwavering commitment to its mission of serving members has been crucial in navigating the unstable travel industry.
• Strong Communication: The organization’s multiple communication channels, including daily emails, Facebook communities, and an intranet, ensure members have access to valuable information and support.
• Member Collaboration: Community and member-driven committees are instrumental in providing valuable insights and fostering collective growth.
• Embracing Change: Challenges like the pandemic highlighted the need for adaptability and leveraging external expertise to innovate and grow.
• Leadership and Support: Effective leadership involves creating space for others to grow and being committed to the success of colleagues and partners.

In this episode, Anthony Taylor interviews Rob Beer, the managing partner at Trellis and author of Smooth Scaling. Rob shares his insights on building great companies and the importance of being all in. He discusses the challenges of managing growth and the need for balance between operational and cultural needs in high-growth companies. Rob also emphasizes the importance of aligning incentives and timelines and shares lessons from his experience at Smart Money Group. He provides advice for CEOs on transitioning from a 'get shit done' mindset to building an organization that gets shit done. Rob concludes by sharing his personal hobbies and where to connect with him.

Takeaways

• Building great companies goes beyond financial success and high growth; it involves how well the company does what it does.
• The transition from a 'get shit done' CEO to building an organization that gets shit done requires discipline, patience, and the ability to delegate and empower others.
• Growth should be aligned with the operational complexity of the organization; growing too fast can lead to organizational inefficiencies and breakdowns.
• Private equity firms prioritize sustainable growth and profitability, while venture capital firms may push for rapid growth to achieve high valuations.
• Success in scaling organizations requires discipline, alignment of incentives, and a focus on building an efficient and effective organization.

Chapters

00:00

Introduction and Background

01:08

Interest in Great Companies

04:17

Success and Failure in Organizational Effectiveness

06:15

Balancing Operational and Cultural Needs in High-Growth Companies

09:02

Driving Fast Growth and Managing Complexity

11:38

Aligning Incentives and Timelines

13:13

Transitioning from a 'Get Shit Done' CEO to Building the Organization

19:32

Lessons from Smart Money Group

22:16

Sustainable Growth vs. Capital Markets Game

24:52

Personal Hobbies and Fun Facts

25:50

Smooth Scaling and Where to Connect with Rob Beer

27:13

Key Takeaways and Conclusion

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About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

For teams: We can facilitate your strategic planning offsite meeting and strategic plan creation. As well as support your strategic plan implementation. 

For individuals leading strategy: Join our community of strategy leaders who have learned SME Strategy’s approach and tools for aligning teams, and driving strategic plans forward.

For more visit www.smestrategy.net/

In this episode, Anthony Taylor interviews Kerry Siggins, CEO of StoneAge and author of The Ownership Mindset. Kerry shares her journey of becoming a leader at StoneAge and the importance of trust and empowerment in building a successful company. She emphasizes the need for leaders to have an ownership mindset and to surround themselves with smart people. Kerry also discusses the challenges of aligning a large organization and the importance of defining a clear vision and values. The episode concludes with a discussion about Kerry's book, which provides actionable insights for leaders looking to build a great team and culture.

Kerry Siggins is the CEO of StoneAge, a leading manufacturer of industrial cleaning equipment and one of Outside magazine’s top 100 companies to work for. In 2021, she was honored by Industry Era magazine as one of its Top 10 Most Influential CEOs, and in 2017 she was a finalist for Colorado’s CEO of the Year. She sits on the boards of several companies and is member of the Young Presidents’ Organization (YPO). She is regularly invited to deliver keynote speeches on several business and leadership topics, including how to create employee-centric cultures in which it’s safe to speak up and show up as your whole self. She is an active blogger and contributor to Forbes, Entrepreneur, Authority magazine, and BIC magazine and hosts several podcasts, including the popular Reflect Forward.

Takeaways

• Trust and empowerment are essential in building a successful company.
• Leaders should have an ownership mindset and surround themselves with smart people.
• Defining a clear vision and values helps align a large organization.
• Regular check-ins and accountability systems are crucial for ensuring success.
• Kerry's book, The Ownership Mindset, provides actionable insights for leaders.

Chapters

00:00

Introduction and Background

01:07

Becoming a Leader at StoneAge

07:43

Empowering Others and Building Trust

12:02

Aligning the Company and Ensuring Accountability

14:08

Creating a Unified Culture

16:28

The Ownership Mindset Book

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• Transformational Leadership: Embrace a leadership that focuses on what you want for people, rather than what you want from them, to enhance personal influence and impact.
• Core Values in Decision Making: Use your personal values as a guide to make consistent and aligned decisions that reflect your true self and bolster leadership effectiveness.
• Unseen Hours: Invest in habits and activities during the "unseen hours" — those moments away from the public eye — to become the best version of yourself and set the foundation for success.
• Youth Sports and Leadership: Alan passionately highlights the need to improve the landscape of youth sports, teaching parents and coaches to prioritize process over outcomes and constructively contribute to a child's growth.
• Elevate by Caring: One's dedication to genuinely caring for their work and relationships is the differentiator in achieving professional and personal success.

• "Every single decision you make, you need to ask yourself and run through the filter of, is this in alignment with my personal core values or not?"
• "As a manager, if you show up as less than your best self, mentally, physically, emotionally, or spiritually, you give your team and the people that report to you less of a chance to be successful."
• "Stop badgering and berating the officials. Let the officials officiate. Just sit there and enjoy watching your child do something that they love...encourage them, support them, but don’t coach from the sideline."
• "I am a huge advocate of improving parental behavior and decorum on the sideline, teaching coaches how to have a better impact and influence."
• "The more you invest in caring about others, then the more that will be reciprocated and you'll be rewarded with some phenomenal opportunities and some incredibly fulfilling relationships."

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// About SME STRATEGY CONSULTING:

SME Strategy is a Strategic planning consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

The discussion pivots around the significance of cultivating a robust company culture and the importance of hiring the right talent to steer an organization towards its desired milestones. Sean underscores the necessity of looking beyond immediate operations, emphasizing a "spatial thinking" approach that balances high-level strategic planning with ground-level execution.

Key takeaways and notable quotes are woven through the conversation, revealing Sean's philosophy on revenue generation, change management, and the potential of blockchain to disrupt traditional business processes. For those curious about integrating cutting-edge technology into their strategy and staying ahead of the curve, this episode offers compelling insights and practical advice on making that leap effectively.

• Embrace "spatial thinking" by balancing a 30,000-foot strategic view with detailed, 3-foot execution in business processes.
• Change management and talent acquisition are critical components of leading an organization through growth and transformation.
• Tokenization and blockchain will play significant roles in future business operations—enhancing security, efficiency, and interoperability.
• Companies need to adapt to evolving technologies to ensure brand loyalty, customer acquisition, and the retention of Gen Z and Gen Alpha demographics.
• Leaders should consider their long-term technology impacts today and plan strategically for where their industry and customer expectations are heading in the next 10 to 15 years.

• "The questions you typically want to ask these organizations [are]... how do you use technology to create tenx efficiency within your team itself?" - Shawn Mohr
• "The only constant is change... whenever every company is going through these type of changes and approaches, I'd look spatially and ask yourself the simple question..." - Shawn Mohr
• "Oftentimes you start with talent. Talent management is a key component to your ability to be successful." - Shawn Mohr
• "This [blockchain and tokenization] is significantly about brand loyalty and customer acquisition for their standpoint." - Shawn Mohr

• Aventus website: Aventus Homepage

Shawn Mohr is an experienced leader with over two decades of expertise in guiding businesses through strategic transformation and growth. Currently leading the helm as CEO at Aventus, Shawn has a proven track record of propelling companies from early-stage startups to scalable enterprises. His background includes work with both publicly traded companies and private organizations post-funding, where he leverages change management processes and leadership development to drive

We invite you to listen to the full episode to gain a deeper understanding of the interplay between leadership, technological advancements, and business growth. Join us for more episodes of Strategy and Leadership, where we bring thought-provoking content to the forefront, helping today's leaders shape tomorrow's success stories. Stay tuned for more enlightening discussions.

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SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

In this episode, we have CEO of Aimably, Claire Miligan to discuss the strengths of neurodiversity and transparency in business. She shares her perspective on a culture of openness and the power of transparency in decision-making and empowering teams. She touches on the challenges of product management, shedding light on the process of balancing short-term goals with long-term innovation. Later on, Claire starts to reveal her secrets to quantifying the ROI of product improvements and the build versus buy dilemma. Tune in now!

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SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

Listen on Spotify: https://open.spotify.com/episode/6WzH8e01VDx0Z5jL0X8nDV?si=YYggkMz5QBa4HoxqJETAKw

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// Connect with us:

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// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

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// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? SMEStrategy.net/strategic-planning-facilitator

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SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

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Summary

In this episode, Anthony Taylor interviews Kristina Fusella, Senior Director of Capabilities and Employee Experience at Novo Nordisk. They discuss Kristina's non-traditional career path and the work she is doing at Novo Nordisk. They also explore the importance of employee resource groups (ERGs) and their role in employee development and organizational culture. Kristina shares her insights on taking on new challenges and building a broad skillset. Overall, the conversation highlights the value of creating a supportive and inclusive culture that encourages employees to explore new opportunities and contribute to the organization's success.

Takeaways

• Creating a supportive culture that values breadth of experience can lead to employee growth and development.
• Employee resource groups (ERGs) provide a platform for networking, mentorship, and personal development.
• ERGs can also serve as a valuable resource for organizations to gain insights and address specific challenges within different employee populations.
• Taking on new challenges and stepping outside of one's comfort zone can lead to exponential personal and professional growth.

Chapters

00:00

Introduction and Background

03:43

Culture and Career Development at Novo Nordisk

06:19

Employee Resource Groups (ERGs)

15:44

Benefits of ERGs for Employee Engagement and Organizational Development

19:31

Taking on New Challenges and Building a Broad Skillset

25:15

Conclusion and Contact Information

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// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

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// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

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Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

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// Connect with us:

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// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

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► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

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// About SME STRATEGY CONSULTING:

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► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

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About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

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Listen on Spotify: https://open.spotify.com/episode/6AvzmcnV7as873wkgT9wwG?si=fa109a43793d481d

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// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

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// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

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Listen on Spotify: https://open.spotify.com/episode/0fT54DACGjOaAnLHfGoizH?si=gaP441XJRAK4gMOD5PY2jA

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// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

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Listen on Spotify: https://open.spotify.com/episode/4R7rYKwLrSWhjv2ZQh2bdK?si=21baab4079e6418c

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// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Listen on Spotify: https://open.spotify.com/episode/2aYmTwDxc3tcny6DixyoXj?si=3a2a0ddb94d448b8

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/being-on-offense-with-paul-epstein-former-nfl-and/id1202449526?i=1000642482242

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// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Listen on Spotify: https://open.spotify.com/episode/61gHgHFVGVfl0SVzdXnwoc?si=f56b6713d6bd4902

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/aligning-mission-with-your-product-with-lisa-curtis/id1202449526?i=1000642083120

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net

Listen on Spotify: https://open.spotify.com/episode/2VRT4oyud9ANmaB03GP3Vt?si=m4npu1WfQoif-GrKJJ6AaA

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/how-to-deliver-value-for-an-invisible-product-with/id1202449526?i=1000641416368

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Listen on Spotify: https://open.spotify.com/episode/2PwHVK2mm9d61SeLqPT4a0?si=ec8f19452e164124

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/escaping-the-perfection-trap-with-thomas-curran/id1202449526?i=1000631993930

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Listen on Spotify: https://open.spotify.com/episode/3HeJOOZECBWX1HCDgqFCD4?si=8c96b920197a462f

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/how-to-overcome-the-performance-paradox-with/id1202449526?i=1000631718510

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Listen on Spotify: https://open.spotify.com/episode/7eHAMwZOqTJm1wWBviDWPc?si=9bc89f56ad004de1

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/2-ingredients-to-have-50-000-employees-win-with-andy/id1202449526?i=1000631073545

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community. https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Listen on Spotify: https://open.spotify.com/episode/3z46q8O5LQpj7NozS8adQL?si=e5a1c80b18cc4cd9

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/building-trust-exceptional-leadership-in-an/id1202449526?i=1000629184759

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Listen on Spotify: https://open.spotify.com/episode/2FTgq2NGFu6qaKdB1eJyuq?si=b92375aeb7014c2a

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/cracking-the-code-of-product-market-fit-with/id1202449526?i=1000628562845

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Listen on Spotify: https://open.spotify.com/episode/6sFKRIBpAHR4HtwCV1ig1P?si=90a784730a8d4244

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/elevate-your-ceo-game-winning-strategies-and-ai/id1202449526?i=1000627991162

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Listen on Spotify: https://open.spotify.com/episode/6lpRmzH1pzzCB4UlKqsIDU?si=5f50bdac00b848e6

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/what-it-takes-to-scale-a-business-with-keith-smith/id1202449526?i=1000627722761

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME/

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/

Listen on Spotify: https://open.spotify.com/episode/5N8eiVSv7mt6ktmmWd2tR0?si=c683a991ca624b23

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/adaptive-strategy-25-years-of-lessons-in-strategy/id1202449526?i=1000627067744

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net

Listen on Spotify: https://open.spotify.com/episode/6OmzCqD3Y4IZTjcoFoFKcM?si=f56a9a37a34c4336

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/building-a-brand-around-high-quality-products/id1202449526?i=1000626801166

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net

Listen on Spotify: https://open.spotify.com/episode/3nkJ3b7Vr0waaL6c4f4nLm?si=518b0f2657644af5

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/ultimate-mentorship-how-to-take-everyone-around-you/id1202449526?i=1000628743236

Thank you to our show partner Affinity Staffing https://affinity-group.ca/SME

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co

► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net