Help! My Business is Growing

Comments? Suggestions? Text the show here!

Every business faces challenges as it grows. And to manage these challenges, more and more owners are embracing EOS – the Entrepreneurial Operating System.

EOS isn't your usual business guide; it's a complete system that aligns everyone in the company. 

This alignment is crucial because businesses with a united (and accountable) team tend to be more profitable and financially secure.

EOS encourages every team member, from top to bottom, to think like an entrepreneur. 

This collective mindset keeps the bigger picture in mind and drives the company forward. 

But how can EOS make this happen? 

How does it work?

And how do you implement it in your company?

In this episode, our guest Rebecca Finken and I discuss EOS 101: what it is, what it offers, and how it works. She also shares the steps you can take to get started and apply the EOS system in your business.

Rebecca Finken is a Professional EOS Implementer with EOS Worldwide, boasting nearly 30 years of experience as an entrepreneur. She resides in both Las Vegas and Prescott Arizona. 

We discuss:

04:36 What is EOS and who is it for

06:29 EOS Implementation Steps and Process

09:03 EOS common terms and their definitions

10:34 How to Implement EOS for Business Growth

12:57 Dealing with employees reluctant to make EOS-implemented changes

16:03 EOS tools (eg the people-analyzer) that are useful for businesses

18:59 Breaking down the EOS Accountability Chart

21:23 Managing culture shifts due to EOS 

23:20 Measuring Employee Accountability with EOS

29:51 Falling off the EOS process

31:51 The various meeting formats of EOS and their importance

36:41 The next actionable step to take in the next week or 2 to implement EOS

Resources:

Rebecca Finken, Professional EOS Implementer, EOS Worldwide

Website:
https://eosworldwide.com/rebecca-finken

LinkedIn:
https://www.linkedin.com/in/rebecca-finken-1891a6192/


Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/

Blog post | Achieving Business Growth with EOS
https://www.newcastlefinance.us/listen/achieving-business-growth-with-eos/

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

Comments? Suggestions? Text the show here!

Press releases aren't just words on paper.  When done right, they can capture media attention, expand your audiences, and fuel business growth.

But how do you begin?

What do you talk about?

Will anyone listen?

How can you create press releases that grab both readers and journalists?

And once you've told your story, how do you share it with the world?

In this episode, Mickie Kennedy and I explore the potential of press releases for small business owners.  He'll walk us through why they are important, share tricks on crafting content that will resonate with your target audience and the media, and provide actionable steps to get your story out there.

Mickie Kennedy is an expert at helping small businesses, authors, and startups increase their visibility and credibility. 24 years ago, Mickie founded eReleases after realizing that small businesses desperately need a press release service they can afford. 

We discuss:

03:10 What falls under the umbrella of PR

04:00 Effective Press Releases for Small Businesses

07:01 How to get your press releases out in the media

08:40 Creating Compelling Press Release Content

16:22  Steps to Producing and Distributing Press Releases

22:16 The media pick-up time frame for a press release to be considered a success

23:42 The cost implications of press releases or syndicating content 

27:14 The standard, most effective press release length

28:07 Samples of major press release fails 

35:00 The next actionable step that small businesses can take within the next 2 weeks to create effective press releases.

Resources:

Mickie Kennedy
PR Expert, Press Release Ninja, Media Relations Networker
eReleases

Website:
https://www.ereleases.com/

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

Facebook:
https://www.facebook.com/ereleases.press.release.distribution

Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/

Blog post | How Press Releases Build Buzz and Grow Your Small Business
https://www.newcastlefinance.us/listen/how-press-releases-build-buzz-and-grow-your-small-business/

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

Comments? Suggestions? Text the show here!

Sustaining a business becomes challenging as labor costs rise, especially in the service industry, where people play a central role.

You must keep your eye on your bottom line but also prioritize your employees' well-being. 

So how do you strike this balance? Through labor efficiency, or making the most of your workforce's talents, time, and resources to get things done smarter and faster. 

But what is labor efficiency exactly?

How does it work?

How do you implement it successfully?

And how can it give your business the kick it needs to grow and thrive? 

In today's episode, Herb Cogliano and I discuss labor efficiency - what it is, why you need it, and how it can make a positive impact on your business operations. He shares tips and strategies on how you can make it a part of your growing business. 

Herb Cogliano leads his own advisory practice leveraging the Scaling Up Performance Platform, described in Verne Harnish's award-winning book, Mastering the Rockefeller Habits-Scaling Up.

As an International Business Coach, experienced CEO Scaling Up Practitioner, and Professor of the Scaling Up Masters Business Course, he has learned firsthand what it takes to overcome many business challenges. 

Herb is pursuing his passion for working with leaders of growth companies to achieve more freedom by helping them create industry-leading strategies, a culture of accountability, flawless execution, and a healthy cash flow within their organizations.

We discuss:

03:30 What is labor efficiency and why is it important for any business?

05:01 Understanding labor efficiency as ROI on people and their impact on financial returns.

06:40 Revenue-producing labor and back-office support labor (or direct and indirect labor) in the labor efficiency equation explained.

11:30 Exploring the connection between labor efficiency and operating profit: Improving labor efficiency leads to higher profits.

15:37 Boosting labor efficiency strategies such as increasing team size, improving processes, and optimizing service delivery.  

18:16 Defining A, B, and C players using talent assessment and evaluating employees by rehiring and core values.

23:47 Using tools and scaling up principles can create a positive work environment for employees.

27:09 The evolution of purpose and values in creating a successful business.

29:45 Actionable and manageable next steps to improve labor efficiency and operating profits.

Resources:

Herb Cogliano, International Business Growth Advisor & Certified Scaling Up Coach, Aspire Growth Advisors:
https://www.aspiregrowthadvisors.com/

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

Email:
[email protected]

Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/

Blog post | Maximizing Labor Efficiency for Your Growing Business
https://www.newcastlefinance.us/post/maximizing-labor-efficiency-for-your-growing-business

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

Comments? Suggestions? Text the show here!

Dealing with a messy desk while running a growing business? It can seriously get in the way of your productivity. Staying on top of your game becomes a struggle when things are scattered, lost, and disorganized.

Beyond the mess, a cluttered workspace disrupts focus, clarity, and completing tasks essential for business growth. Distractions multiply, stress builds up, and finding what you need becomes a scavenger hunt that eats your valuable time.

So, where do you start taking charge of the clutter?

What practical systems can you adopt to restore order while managing your business?

And how can you consistently maintain a clean and organized workspace?

In today's episode, Gayle Gruenberg and I discuss practical strategies to reclaim control over your workspace. We share tips for tackling clutter, implementing organizational systems, and maintaining a productive environment while managing your growing business. 

Gayle is the chief executive organizer of Let’s Get Organized, an award-winning Bergen County, New Jersey organizing company. Gayle helps people living with chronic disorganization declutter and maintain organizing systems. She is a certified professional organizer in chronic disorganization, a certified virtual professional organizer, and an organizer coach.

We discuss:

02:37 Start small when clearing up clutter. The feeling of accomplishment will help build momentum.

03:34 Use categories and subcategories to help organize information visually, then sort and discard items as needed.

08:27 Establish criteria for keeping important papers so you can let go of unnecessary items.

13:00 Prioritize proximity and importance when organizing books and supplies in smaller workspaces.

18:29 Refresh your workspace with foundational pieces, intentionally placing inspiring items and finding new homes for others.

20:20 Creating an ideal workspace is an ongoing feedback, evaluation, and refinement process.

26:40 To get closer to a productive workspace, start organizing. That first step will naturally lead to progress and transformation. 

Resources:

Gayle Gruenberg, CPO-CD®, CVPO™, CEO, Let’s Get Organized:
https://lgorganized.com/

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

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

Facebook:
https://www.facebook.com/LetsGetOrganizedLLC/

Youtube: 
https://www.youtube.com/channel/UC3mTqnTaJ_ZG4BlzOJjvN4A

Podcast | Make Space for Blessings
https://anchor.fm/gayle-gruenberg%20

Author: 

• Let's Get Organized!: Quick Organizing Tips for Seasons and Holidays
• Let's Get Organized!: Attention Deficit Hyperactivity Disorder (ADHD) and Chronic Disorganization (CD)

Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/

Blog post | Increasing Productivity Through an Organized Workspace
https://www.newcastlefinance.us/post/increasing-productivity-through-an-organized-workspace

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

Comments? Suggestions? Text the show here!

Construction is a challenging industry where human creativity works magic, turning engineering and architectural plans into actual structures. 

And while they make building something easy from the ground up, hidden beneath the surface lies a maze of intricate project management complexities that you won't find in other industries.

With so many moving parts and a heavy reliance on subcontractors, success requires skillful coordination of teams, schedules, and resources. 

So what can you do to ensure success in this industry that demands effective management of both people and processes?

In today's episode, John Glover and I explore the complexities within the construction industry and break down the project and people management success strategies that you can also use for your business.

John Glover is a Small Business Coach, Fractional COO and Integrator, Personal Growth Consultant, and founder of Core Integration Coaching. 

He helps entrepreneurs, business partners, organizations, and individuals develop a roadmap to get what they want from their business and their life. 

As a passionate coach and facilitator, he's helped many set strategic goals, develop customized plans, and execute more effectively to obtain their desired results. 

We discuss:

03:54 Managing people in construction is challenging without proper processes and communication.

05:47 Establishing core values is crucial for a company's moral compass and identifying ideal employees.

08:12 Use an accountability chart, define roles, align values, and communicate clearly to avoid issues.

14:17 The steps to prevent mistakes and misquotes that can affect your profitability.

16:35 Small business owners need to delegate responsibility.

19:23 Small businesses benefit from the EOS platform when addressing major issues by implementing regular meetings, setting clear expectations, and having an effective onboarding process.

30:15  Build supplier relationships by aligning core values via due diligence and clear communications.

32:53 Vet subcontractors, like employees, assess if they're the proper fit through (legitimate) testimonials and address any issues quickly. 

39:02 Accountability provides a framework that balances structure and autonomy, allowing individuals to thrive and solve problems within boundaries.

42:14 Creating a strong people process with a structured onboarding system is crucial to help you find, train and keep the right employees and drive growth and success.

Resources:

John Glover, Coach, Fractional COO & Integrator, Core Integration Coaching:
https://coreintegrationcoaching.com/

LinkedIn:
https://www.linkedin.com/in/john-glover

Schedule a Discovery Call with John:
https://coreintegrationcoaching.com/contact-me

Email:
[email protected]

Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/

Blog post | Industry Deep Dive - Construction: How to Effectively Manage Subcontractors Using EOS
https://www.newcastlefinance.us/post/industry-deep-dive-construction-how-to-effectively-manage-subcontractors-using-eos

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

Comments? Suggestions? Text the show here!

Does your workplace resemble a battlefield where no one collaborates, communication constantly breaks down, and productivity takes a hit?

Are your people more invested in politicking, one-upmanship, and other internal conflicts than driving the business forward?

If this sounds familiar, it's a sign that your business is grappling with dysfunctional team dynamics where power struggles, lack of trust, and poor communication make success a challenge. 

But what leads to this dysfunction in the first place?

How does it impact the growth and the financial well-being of your business?

And how can you overcome this dysfunction to cultivate a healthier and more productive work environment?

In today's episode, Zach Montroy and I address workplace dysfunction and its impact on your business. We'll share practical strategies to restore collaboration, boost productivity, and improve your team's well-being, helping you maintain steady growth.

Zach is the Founder and CEO of The Intention Collective and a leadership team coach with over 20 years of experience in executive roles. 

Zach’s passion for helping leaders expand their impact and build trust has led him to focus on helping entrepreneurs scale and grow their businesses. 

As a sought-after speaker and podcast guest, Zach is known for his ability to distill complex concepts into actionable insights that help businesses achieve their goals.  

With a deep understanding of the importance of both strategy and culture in achieving sustainable growth, Zach helps companies create high-functioning, high-

impact organizations through his innovative approach to leadership.

We discuss:

02:40 Prioritizing healthy team dynamics leads to business growth because healthy teams produce good outcomes while neglecting team wellbeing leads to burnout and frequent turnovers. 

7:29 Cultural issues often stem from the lack of trust and courage, and the resulting dysfunction can lead to back-channeling, politicking, fear, shame, blame, gossip, favoritism, and nostalgia for the "good old days.

10:36 Leaders need trust, courage, and healthy boundaries to confront difficult facts within their team and to build a healthy work culture.

15:43 Leaders should apologize when wrong, create a healthy feedback mirror, prioritize clear communications, and explain their decision-making processes to build trust with their team.

20:25 Evaluate work success along the way, not just at the end, using "mile markers" and feedback.

24:25 Receiving feedback is a skill that can be learned, requiring curiosity and a willingness to become vulnerable.

32:08 Cultivate a healthier team dynamic by reassessing core values, aligning them with your desired culture, and examining and refining your existing habits.

Resources:

Zach Montroy, People, Team & Organizational Strategist, Founder & CEO, The Intention Collective:
https://www.intentioncollective.co/

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

Email: 
[email protected]

Books Mentioned:

1. John Gottman: What Makes Love Last?: How to Build Trust and Avoid Betrayal 
2. Brené Brown: Braving the Wilderness: The Quest for True Belonging and the Courage to Stand Alone
3. Jim Collins: Beyond Entrepreneurship 2.0: Turning Your Business into an Enduring Great Company
4. Kim Scott: Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity

Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/

Blog post | Overcoming Workplace Dysfunction 
https://www.newcastlefinance.us/post/overcoming-workplace-dysfunction

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

Comments? Suggestions? Text the show here!

Growing your business is no easy feat, especially when faced with intense competition. With numerous players fighting tooth and nail for the same customer base, it's easy to fade into obscurity. 

However, there's a game-changing strategy that many businesses fail to consider: Challenger Branding. This approach allows you to carve out a distinct brand identity and differentiate yourself from competitors.

But what exactly is challenger branding? 

Will it work for a small business?

And how can you harness your company culture to maximize its impact? 

Mike Sullivan is the President and CEO of LOOMIS, the country’s leading challenger brand advertising agency. For more than 30 years, he’s helped some of the country’s most successful companies build their brands. He is also the author of the book "The Voice of the Underdog: How Challenger Brands Create Distinction by Thinking Culture First" 

We discuss:

02:03 What are Challenger brands

4:36 The importance of having radical clarity about your values on your brand positioning

9:50 The pros and cons of getting branding experts to help position your business 

12:06 Why culture drives your brand and is crucial for its success

15:44  How leadership development improves culture and helps organizations become great places to work. 

21:09 Why creating a stakeholder-oriented culture is key to building a successful company, according to conscious capitalism principles.

30:57 The steps, process, and insights to consider when transitioning into a challenger brand 

36:05 The first actionable step to take in the next week or two to get started on building a challenger brand

Resources:

Mike Sullivan, President, and CEO, LOOMIS:
https://theloomisagency.com

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

Email:
[email protected]

Author of The Voice of the Underdog: How Challenger Brands Create Distinction by Thinking

Other Resources Mentioned in the Episode:

Eating the Big Fish: How Challenger Brands Can Compete Against Brand Leaders:
https://www.amazon.co.uk/Eating-Big-Fish-Challenger-Compete/dp/0470238275

David B Wolfe, Rajendra Sisodia, Jagdish Sheth: Firms of Endearment: How World-Class Companies Profit from Passion and Purpose:https://www.amazon.co.uk/Firms-Endearment-World-Class-Companies-Passion/dp/0133382591

Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/

Blog post | How Using Challenger Branding Accelerates Business Growth
https://www.newcastlefinance.us/post/how-using-challenger-branding-accelerates-business-growth

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

Comments? Suggestions? Text the show here!

As a small business owner, the last thing you want to worry about is a cybersecurity breach that could potentially ruin your business. 

But what do you do if you've already been attacked and your systems are taken hostage? 

Do you pay the ransom?

Do you ignore them and start again from scratch? 

Do you find a friendly yet quirky hacker to help you take the thieves down like in the movies?

What can you do to protect your data and save your company? 

In today's episode, our guest Bryant Tow and I discuss the importance of cybersecurity, how to respond if your systems are compromised, and steps you can take to safeguard your business from cyber threats. 

Bryant is the Chief Security Officer at Leapfrog Services. For over 25 years, Bryant has held responsibilities as an entrepreneur and senior executive in all aspects of risk management, including thought leadership in cyber security, award-winning development of security solutions, and managing large global cyber and physical security teams. 

He has also held executive leadership positions in multinational consulting firms and has been involved in several startups. Recently, he was the Chief Security Officer for CSC’s Financial Services Group and was responsible for securing 143 applications in 52 countries.

Bryant’s leadership positions across the security industry include the Department of Homeland Security Sector Coordinating Council, ISSA, and ISACA, and as a board member and vice president of InfraGard National Members Alliance. 

He is recognized as a Distinguished Fellow by the Ponemon Institute, the industry’s leading research organization.

He has also published several books and articles on cybersecurity topics and has received several awards, including the Governor’s Office of Homeland Security Award for Exceptional Contribution in Recognition of Outstanding Support of Tennessee’s Counter Terrorism Program.

We discuss:

02:00 The sources of cybersecurity breaches in small businesses are almost always found within their processes and policies 

06:03 Preparing for Cyber Extinction: The Incident Response Process

12:52 Why small businesses need to have set Incident Response Plans in place

14:31 How to create a Cybersecurity Plan for your small business

18:57 Should a company under attack pay or not pay ransomware? 

22:53 The importance of having "backdoors" set to ensure your company's cybersecurity 

25:34 Weak admin passwords are often the reason or "smoking gun" for security breaches 

27:04 The benefits - and pitfalls - of password managers

34:10 Immediate and Actionable steps to take to build a strong cybersecurity foundation

39:14 How understanding your business needs and processes can save you money on cybersecurity investments

Resources:

Bryant G. Tow, Chief Security Officer, Author, and Speaker of Leapfrog Services:
https://leapfrogservices.com/

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

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

Facebook:
https://www.facebook.com/LeapfrogServices

Email:
[email protected]

Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/

Blog post | Cybersecurity Essentials for Small Businesses
https://www.newcastlefinance.us/post/cybersecurity-essentials-for-small-businesses

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

Comments? Suggestions? Text the show here!

Guest podcasting is an excellent strategy to leverage the power of podcasts for business development, expanding your network, and building your brand. 

Not only does it allow you to showcase your expertise, but you’ll reach new audiences through valuable and engaging content.

But with so many shows available, how do you select the right one to guest in? 

And if you're hosting, how do you choose the ideal guest? 

In today's episode, our guest Tom Schwab and I will explore the ins and outs of guest podcasting, from preparation and creating resonating content to making the most of your time on air, whether you're a guest or a host.

Tom is an Entrepreneur, Author, Podcast Interview Marketing Pioneer, and Founder of Interview Valet. 

He believes the best things in life come from conversations. It’s these powerful, sometimes awkward conversations that propel us from where we are personally and professionally to where we dream of being.

As an engineer, a Navy Veteran, and Nuclear Propulsion Plant Operator, Tom thinks differently. Tough Minded, Skeptical, sometimes even Cantankerous, but always technically competent, always thinking - ”What if” is how the head of the Nuclear Navy described it.

As a small business owner and entrepreneur, he understands the unique challenges of business owners. This led him to be an early pioneer in using inbound marketing for eCommerce and targeted podcast interviews for marketing that connects.

We discuss:

02:36: Guest podcasting and how it started 

04:54: The benefits of using podcasting as a business development tool 

12:16 When to consider working with a podcast marketing agency

17:20: Top factors to watch out for when vetting podcast agencies to ensure they align with your brand 

20:59: Setting guest podcasting KPIs, including the ideal number of podcasts to guest on per month

28:11: How to prepare for guest podcasting, especially if you're new to public speaking in this medium

33:56: Tips on how to provide value to the audience in a non-salesy, self-serving way while guesting on a podcast

37:17: The first actionable step to take in the next week or two if you're new to guest podcasting and interested in getting started.

Resources:

Tom Schwab, Entrepreneur, Podcast Interview Marketing Pioneer, and Founder of Interview Valet
https://interviewvalet.com/

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

Facebook:
https://www.facebook.com/ThomasSchwab

Twitter:
https://twitter.com/interviewvalet

Resources:
https://interviewvalet.com/growing/

Author:

Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy

One Conversation Away: A Manifesto for a Rich Life and a Profitable Business.

Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/

Blog post | How to be a Great Podcast Guest
https://www.newcastlefinance.us/post/how-to-be-a-great-podcast-guest

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint

Comments? Suggestions? Text the show here!

Difficult conversations with employees and clients are inevitable. 

These conversations could range from addressing a team member's poor performance or behavioral issues or managing missed deadlines or disagreements with a client.

They can get awkward and stressful, but avoiding them may cause bigger problems down the line. 

In today's episode, our guest Sheila Lambert and I discuss these “difficult conversations”, and she shares valuable insights on making them less intimidating and more productive for all parties involved.

Sheila Lambert is the President and Founder of Lambert Leadership Coaching, LLC and she brings over 30 years of experience as a therapist and Executive Coach, empowering thousands of women who advanced in their careers and are at the forefront of their companies through self-discovery. 

Sheila works creatively and collaboratively with organizations to help elevate and advance their leaders. Aside from having over 450 hours of academic training and over 1700 hours in ongoing continuing education training, Sheila has an MS in Organizational Leadership and an MS in Counseling. 

She is a Licensed Counselor, a Certified Workplace Wellness Professional and a Stress Mastery coach. She is a COVID-19 Transitional Leadership Course graduate, which positions her to lead and support organizations strategically.

She is a Speaker and a Leader’s advocate. She supports and donates percentages of proceeds from her business to many nonprofit organizations, especially the Dana Farber Cancer Institute, as she has had many people in her life succumb to Cancer. 

We discuss:

03:04 Preparing for difficult conversations with employees and clients to ensure positive outcomes

05:07 How to better understand and gaining perspective in difficult conversations

07:52 Real-life example of preparing for a difficult conversation and its outcome 

12:41 How to support employees through difficult conversations 

16:25 Effective ways to manage employee during company changes 

19:50 Addressing disruptive behavior during meetings through structured conversations

22:02 Giving effective feedback in difficult conversations via neutral phrasing and objectivity 

27:19 Guidelines for navigating cultural differences during difficult conversations  

33:06 The immediate and actionable next step to take to make difficult conversations easier

Resources:

Sheila Lambert, President and Founder, Lambert Leadership Coaching, LLC:
https://lambertleadershipcoaching.com/

LinkedIn:
https://www.linkedin.com/in/sheila-lambert-ms-mladc-lcs-cwwa-3a074531/

Email: 
[email protected]

Program: 
Rise Up: A Women’s Leadership Program for Women on the Rise - A strong program designed to deepen your leadership skills, execute your impact and accelerate your career!

Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/

Blog post | Navigating Conflict in a Growing Business
https://www.newcastlefinance.us/post/navigating-conflict-in-a-growing-business

Is your growth causing financial headaches? Sales up, but profits lagging? Financial practices stuck in entry level mode?

Don't worry, it's not you—it's your financial setup.

Introducing NextGen Finance Blueprint by NewCastle Finance. This CFO-led roadmap: • Brings fuzzy finances into focus • Gives you a clear money picture • Creates a step-by-step action plan

Ready to level up? Visit newcastle.finance/blueprint