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Don't get to the end of this year wishing you had taken action to change your business and your life.
Click here to schedule a free discovery call for your business: https://geni.us/IFORABE
Don't miss an upcoming event with The Institute: https://geni.us/InstituteEvents2026
Shop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.
Click here to schedule a free demo: https://info.shop-ware.com/profitability
Transform your shop's marketing with the best in the automotive industry, Shop Marketing Pros!
Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingPros
Shop owners, are you ready to simplify your business operations? Meet 360 Payments, your one-stop solution for effortless payment processing.
Imagine this—no more juggling receipts, staplers, or endless paperwork. With 360 Payments, you get everything integrated into a single, sleek digital platform.
Simplify payments. Streamline operations. Check out 360payments.com today!
In this episode, Lucas and David are joined by Joseph Schindler at the Institute Summit 2025. Joseph shares his journey of taking over the family automotive business, discussing the challenges of modernizing operations and the importance of having processes in place. He highlights the role of technology in enhancing customer experiences and maintaining business growth. For those considering taking over a family business or transitioning into a leadership role, this episode offers valuable insights and lessons from Joseph's experience.
00:00 Navigating Family Business Technology Integration
07:33 Family Business Tech Ownership Challenge
14:19 Bare-Bones Profitable Business Model
18:06 "Perfection and Imperfection"
25:54 Pregnancy Troll Posts Go Viral
28:52 Maximize Viewer Session Time
36:20 Business Disruption Through Uninformed Changes
40:09 Empowering Decision-Making Responsibility
43:45 Rethinking Strategy and Execution
49:12 "Prospective Guest: Hardcore EOS Expert"
57:26 Family Business Transition Advice
01:00:42 The Importance of Humility
By David Roman & Lucas Underwood4.7
7878 ratings
Don't get to the end of this year wishing you had taken action to change your business and your life.
Click here to schedule a free discovery call for your business: https://geni.us/IFORABE
Don't miss an upcoming event with The Institute: https://geni.us/InstituteEvents2026
Shop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.
Click here to schedule a free demo: https://info.shop-ware.com/profitability
Transform your shop's marketing with the best in the automotive industry, Shop Marketing Pros!
Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingPros
Shop owners, are you ready to simplify your business operations? Meet 360 Payments, your one-stop solution for effortless payment processing.
Imagine this—no more juggling receipts, staplers, or endless paperwork. With 360 Payments, you get everything integrated into a single, sleek digital platform.
Simplify payments. Streamline operations. Check out 360payments.com today!
In this episode, Lucas and David are joined by Joseph Schindler at the Institute Summit 2025. Joseph shares his journey of taking over the family automotive business, discussing the challenges of modernizing operations and the importance of having processes in place. He highlights the role of technology in enhancing customer experiences and maintaining business growth. For those considering taking over a family business or transitioning into a leadership role, this episode offers valuable insights and lessons from Joseph's experience.
00:00 Navigating Family Business Technology Integration
07:33 Family Business Tech Ownership Challenge
14:19 Bare-Bones Profitable Business Model
18:06 "Perfection and Imperfection"
25:54 Pregnancy Troll Posts Go Viral
28:52 Maximize Viewer Session Time
36:20 Business Disruption Through Uninformed Changes
40:09 Empowering Decision-Making Responsibility
43:45 Rethinking Strategy and Execution
49:12 "Prospective Guest: Hardcore EOS Expert"
57:26 Family Business Transition Advice
01:00:42 The Importance of Humility

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