Afleveringen
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In this episode, Josh McLean shares his transformative journey from a troubled childhood to a successful career in finance and the pivotal moments that shaped his personal and professional life. He delves into the intricacies of digital transformation in the finance sector, the importance of compliance and security, and the impact of setting personal boundaries for a balanced life.
Key Topics:
1. Josh McLean’s Background
- Josh's troubled childhood and pathways into finance.
- The life-changing car accident in 2012 that led to reevaluating his life goals.
2. Finance Digital Transformation
- Josh’s experience in digital transformation projects across healthcare, education, and Nike.
- Focus on Azure methodology, agile software development, and simplifying infrastructure for consumer interaction.
- Significance of investment in digital transformation for companies.
3. Compliance and Security
- Importance of multi-layered authentication and compliance processes, especially for platforms like Stripe.
- Essential nature of security measures for protecting data and money.
- Discussion on authentication fatigue, particularly affecting older individuals.
5. Personal Transformation and Work-Life Balance
- Josh’s reflections on his personal journey and breakthrough from the rigid finance world.
- Setting clear boundaries for a healthy work-life balance.
- Understanding the importance of core values and bringing one's authentic self to work.
- Meghan and Josh discuss the dangers of the hustle culture and the necessity of personal fulfillment.
4. Corporate Experience and Personal Growth
- Corporate experiences offering valuable learning opportunities.
- The balance between corporate success and personal well-being.
- Influences from "The Five Regrets of the Dying" on Josh’s perspective.
- How some companies support personal growth, employee engagement, and culture.
5. Nike’s Digital Transformation
- Josh’s role in supporting Nike’s digital space and e-commerce advancements.
- The family perks influencing Josh's decision to stay with the company.
6. Closing Remarks
- Josh mentions his book "Catalyst" as a gift for his children.
- Listeners are directed to Josh's website (catalystignite.com) and his LinkedIn profile.
- Final thoughts on technology's role and a reminder that it’s only good when it works.
- Josh expresses his gratitude and signs off.
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Resources Mentioned:
- Book: "Catalyst" by Josh McLean
- Website: [catalystignite.com](http://catalystignite.com)
- LinkedIn [Josh McLean on LinkedIn](https://www.linkedin.com)
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In this episode, Meghan explores the multifaceted world of automation and operations in big business with Darren Mass.
Key Take Aways:
1. Darren's Journey:
- Started in telecommunications.
- Founded Mass Communications and sold it to Windstream Enterprises.
- Shared insights on business strategy and the importance of exit strategies.
2. Meghan's Journey:
- Diagnosed with ADHD at a young age.
- Did not graduate high school. Got her GED
- Achieved success in technology and business fields.
3. CRM and Data Management:
- Discussed Salesforce CRM and its complexities.
- Meghan recommended Go High Level CRM for SMBs.
- Highlighted the crucial role of clean data in business success.
- Emphasized the consequences of dirty data on client relationships and employee performance.
4. Work-Life Balance and Technology:
- Darren emphasized systems and time blocking.
- Meghan highlighted the role of automation in regaining personal time.
- Darren shared personal challenges post-acquisition and finding life-work balance.
5. Networking and Community:
- Meghan and Darren praised their peer-to-peer coaching community, Brand Built.
- Stressed the importance of networking through LinkedIn.
- Discussed transitioning from one-on-one to group coaching.
- Shared the value of storytelling, building trust, and service-oriented selling on LinkedIn.
6. LinkedIn’s Role in Business Growth:
- Darren and Meghan discussed using LinkedIn for B2B and local business growth.
- Meghan shared success stories, including a CEO’s successful client targeting strategy.
- Emphasized personal branding and its importance for company representation.
7. Entrepreneurship vs. Corporate Life:
- Meghan and Darren discussed the flexibility and challenges of entrepreneurship.
- Shared personal experiences of balancing work demands and personal life.
8. Effective CRM Strategies for Startups:
- Recommended starting with affordable CRMs like Airtable.
- Discussed the future need for more robust systems as businesses grow.
- Stressed the importance of planning for future growth and potential exit strategies.
9. Final Metaphor and Advice:
- Darren concluded with a metaphor about knowing one's business direction and goals akin to preparing for a race, whether a sprint or a marathon.
- Highlighted the power of great content and effective LinkedIn engagement strategies over traditional email marketing.
Community Mention:
Brand Built: A peer-to-peer coaching community for thriving in business and personal life, focusing on LinkedIn's growth potential.
Connect With Us:
- For more information or to continue the conversation, contact Darren on LinkedIn.
Takeaway:
Tune in to this insightful episode to learn from Darren and Meghan’s experiences and gain valuable tips on managing business operations, leveraging technology for balance, and maximizing the potential of LinkedIn for growth and networking.
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Zijn er afleveringen die ontbreken?
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In this episode, Lisa and Meghan delve into the innovative systems and processes they use to drive marketing and branding for their businesses. They offer insights into tools, workflow strategies, and the balance between automation and personalization. Lisa also shares her journey in the cannabis industry through her company, the Toke Agency.
Key Highlights:
1. Marketing Strategies & Systems:
- Lisa's company implements marketing strategies for clients, utilizing Engage Bay for marketing automation.
- WordPress for the website and Engage Bay for scheduling calls and newsletters.
- Monday.com is crucial for internal processes and Client Relationship Management (CRM), perfect for their boutique team.
2. Workflow and Automation:
- Detailed workflow from initial conversation, pitch deck creation, client review, to follow-up calls.
- Automated newsletter creation and scheduling through Engage Bay, sent twice a week.
3. Balancing Beliefs & Business:
- Importance of respecting individual beliefs without the need for arguments.
- Emphasis on each business's uniqueness and finding personalized growth strategies.
4. Entrepreneurial Flexibility:
- Meghan discusses her unconventional work schedule and the flexibility it brings.
5. Technology & Automation:
- Use of technology and automation to handle operations efficiently, freeing up more time for crucial tasks.
- Monday.com for internal communication and transparency.
- Slack and Airtable for project management.
- Loom and Loom AI for documenting Standard Operating Procedures (SOPs).
6. The Toke Agency’s Evolution:
- Transition from general marketing to specializing in cannabis marketing.
- Growth and passion for the cannabis industry.
7. Balancing Work & Life:
- Discussion on work-life balance as entrepreneurs, highlighting the blend of life and work.
- Personal beliefs and experiences shaping individual business practices.
8. Personalized Engagement:
- Lisa's approach to managing client engagement personally, to maintain a personalized touch.
9. LinkedIn Presence & Branding:
- Lisa's active presence on LinkedIn and her fun, light branding for the Toke Agency.
- The Toke Agency as a model for working with other brands, emphasizing the importance of self-demo.
Contact Lisa:
- Toke Agency
- Lisa’s LinkedIn
Links & Resources:
- Engage Bay:
- WordPress:
- Monday.com:
- Slack
- Airtable
- Loom
Follow Us:
- Subscribe for more...
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Episode Highlights:
1. Introduction & Setting the Stage:
- Meghan Donnelly unveils the essence of digital operations and the mission of her agency, Digital Unicorns.
2. **Building a Lifestyle with Technology:**
- Emphasis on leveraging technology not just for business growth but to create a lifestyle.
- Focus on giving business owners time back to enjoy life and their loved ones.
3. **Standard Operating Procedures (SOPs):**
- Definition and importance of SOPs for business efficiency.
- Introduction to Loom as a tool for creating SOP videos.
- Highlighting Loom's AI feature for automatic transcription and summarization.
- [Loom](https://www.loom.com) - Record your screen and create SOPs effortlessly.
4. **Internal and External Onboarding:**
- Importance of onboarding processes for both employees and customers.
- Use of GHL (Go High Level) for comprehensive onboarding and CRM needs.
- [GHL (Go High Level)](https://www.gohighlevel.com) - A complete CRM system for internal and external business operations.
5. **Efficient Bill Pay and Invoicing:**
- Crucial elements of seamless billing systems.
- Importance of automation in bill pay and invoicing to avoid manual errors and improve customer satisfaction.
6. **Hiring & Outsourcing:**
- The significance of having the right team and knowing when to outsource.
- Benefits of hiring Virtual Assistants (VAs) for tasks that can't be automated.
- Cost-effective ways to integrate VAs into your business.
7. **Tracking Time for Efficiency:**
- Introduction to RescueTime for monitoring and optimizing time usage.
- [RescueTime](https://www.rescuetime.com) - A tool to track productivity and identify time wastage.
Takeaways:
- Understanding digital operations to create a lifestyle, not just a business.
- Effective use of SOPs with tools like Loom.
- The importance of streamlined onboarding with systems like GHL.
- Automation in bill pay and invoicing to avoid manual errors.
- Hiring and outsourcing as key components of business operations.
- Leveraging RescueTime to audit and optimize your time use.
Connect with Meghan:
- LinkedIn: [Meghan Donnelly](https://www.linkedin.com/in/meghandonnelly/)
- Website: [The Queen of Automation](https://www.thequeenofautomation.com)
- Email: Contact via the website
Remember:
Technology is only good when it works, and I make it work
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In this episode, host Meghan and guest Nick dive into the world of compliance and technology, discussing the evolving role of compliance officers and the utilization of automated systems to manage regulatory requirements. Nick Passarelli, an experienced corporate compliance officer, shares insights on his professional journey, the impact of technology on compliance practices, and the importance of personal branding. From enhancing customer onboarding processes to navigating the challenges of the corporate world, this episode provides a fascinating glimpse into the intricacies of managing compliance in a rapidly evolving landscape.
Key Points:
- The podcast delves into the interplay of compliance and technology, shedding light on the critical role automation plays in managing regulatory obligations.
- Nick Passarelli shares his wealth of experience in corporate compliance, offering valuable perspectives on the challenges and opportunities faced in compliance roles.
- The discussion highlights the significance of automation in customer onboarding processes, data management, and adaptive compliance practices.
- Emphasizing the importance of personal branding, the episode explores the evolving mindset towards work-life balance and career choices.
The conversation between Meghan and Nick provides a thought-provoking exploration of the dynamic intersection between compliance and technology. Offering practical insights and personal anecdotes, the discussion is sure to engage professionals and entrepreneurs seeking to understand the changing dynamics of compliance in the digital age.
Guest:
- Nick Passarelli: Seasoned corporate compliance officer with a diverse background and extensive expertise in navigating the evolving landscape of compliance and technology.
Special CTA
- Engage with the Brand Build community to explore avenues for personal and professional growth in the realm of personal branding and entrepreneurship.
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In this episode of "The Queen of Automation," host Meghan and guest Nolan delve into the world of technology, business, and work-life integration. Nolan O'Neill, owner and co-founder of Accuxcel CPA, shares his insights into the challenges and opportunities of managing a business while maintaining a balanced lifestyle. The discussion focuses on the importance of communication in the client service experience, the role of customer relationship management (CRM) systems in streamlining operations, and the shift from transactional to relational accounting services.
Key Points:
- Work-life Integration: Nolan O'Neill emphasizes the need for work-life integration, highlighting the value of balancing work commitments with personal and family priorities.
- Client Communication: The challenge of managing client communication, particularly during busy seasons, is discussed, along with the potential benefits of a centralized system for tracking and responding to client inquiries.
- CRM Solutions: Meghan introduces the concept of CRM systems as a potential solution to streamline customer communication, facilitate two-way interaction, and automate task management.
- Business Services: Nolan explains the client-centered approach of Accuxcel CPA, focusing on ongoing support, tax planning, and outsourced accounting and CFO services for businesses.
- Personal Anecdote: Meghan shares her personal experience as a business owner and highlights the need for external expertise in financial and accounting matters.
Special Guest:
Nolan O'Neill, Owner and Co-founder, of Accuxcel CPA
Website: www.accuxelcpa.com
LinkedIn: Nolan O'Neill
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In this episode, Luke and Meghan delve into the world of automation, discussing the benefits and challenges of using technology in business. Luke, the founder of Wizard Marketing, sheds light on his journey from Canada to Paraguay and initiates an in-depth conversation about work-life balance and the seamless blend of personal and professional life.
They explore the transformation of Luke's business operations and the trials and tribulations of adopting an all-in-one software solution. From the development and challenges of creating a course on AI and LinkedIn to their shared love for utilizing Loom for creating SOP videos, Luke and Meghan provide valuable insights into the dynamic world of technology and business management.
The duo's candid and relatable approach to navigating the complexities of technology and entrepreneurship offers a refreshing perspective in the realm of social media and business management. Tune in to gain valuable insights into the world of automation and business management from two experienced professionals who aren't afraid to break the mold and share their unfiltered experiences.
Stay tuned for the release of Luke's upcoming AI and LinkedIn course, designed to make AI accessible to individuals of all proficiency levels. Don't miss out on Luke's humorous and informative content on LinkedIn, where he offers practical advice on leveraging technology to enhance business operations.
Join Luke and Meghan as they continue to push the boundaries of conventional business conversations, addressing the realities of entrepreneurship and the ever-changing landscape of technology in the business world.
