Industry Leader Insights with Chad Coe

Lead Boldly, Think Deeply: A Masterclass in Human Centric Leadership


Are you tired of managing behavior instead of building a culture that thrives? In this episode of the Leadership Insight podcast, host Chad Co sits down with Dr. Katie Trobridge, award-winning educator, TEDx speaker, and author of *Lead Boldly, Think Deeply*. 

We dive deep into the "Create Method," a powerful framework designed to bridge the gap between education and the workplace. Dr. Trobridge explains why we are currently facing a "thinking crisis" and how leaders can move beyond surface level management to foster environments of psychological safety, risk taking, and genuine human connection. Whether you are an entrepreneur feeling isolated or a leader looking to empower your team to think for themselves rather than relying on AI, this conversation provides the tactical, research backed insights you need to elevate your professional and personal impact. Discover how to stop managing tasks and start mentoring thought today.


What You'll Learn in This Video: 
- How the "Create Method" helps leaders solve complex workplace problems.
- Why 100% of leaders in a recent study admitted to staying silent during meetings.
- The difference between "managing tasks" and "mentoring thought" in your team.
- How to overcome the "thinking crisis" caused by over-reliance on AI.
- Practical strategies to foster psychological safety and team innovation.

Video Chapters:
0:00 Intro & Dr. Katie Trobridge’s Journey
3:45 The Power of Curiosity & Why We Ask Questions
8:10 The "Create" Method Explained
15:20 Why Leaders Fear Speaking Up (The 100% Study)
22:15 Mentoring Thought vs. Managing Tasks
28:40 How to Lead Boldly & Think Deeply
35:10 Overcoming the Thinking Crisis & AI
42:30 What Abundance Really Means
45:00 Outro & How to Connect

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LinkedIn: https://www.linkedin.com/company/curiosity-2-create
Instagram: https://www.instagram.com/curiosity_2_create/
Facebook: https://www.facebook.com/Curiousity2create
X: https://x.com/i/jf/onboarding/

How to Master Acceptance, Gratitude, and Discipline with Andy Pilot


Are you tired of "chasing" success without seeing real progress? In this episode of the Leadership Insight Podcast, host Chad Co sits down with executive leader and accountability coach Andy Pilot to decode the "My Mirror Mindset." 

If you’ve ever felt stuck, overwhelmed by life’s obstacles, or disconnected from your true potential, this conversation is for you. Andy shares his transformative philosophy on reflect, discover, and evolve—three pillars designed to help you stop complaining, embrace radical acceptance, and build the discipline necessary for long-term growth. From the importance of daily gratitude practices to the "Man in the Glass" perspective, learn how to stop fooling yourself and start taking ownership of your journey. Whether you are a business leader or someone seeking personal clarity, these insights will help you shift your frequency and reclaim your power.

What You'll Learn in This Video:
- Why chasing leads to desperation and how "cultivating" creates long-term opportunity.
- The power of the "My Mirror Mindset" and how to use it for personal evolution.
- Why acceptance is the essential first step toward overcoming any life crisis.
- How to stop being a victim of your circumstances and start making intentional choices.
- Practical daily habits like gratitude practices that rewire your brain for success.

**Video Chapters:**
0:00 Intro: Legacy and Leadership
2:45 Andy Pilot’s Journey from The Great Escape to Coaching
6:12 The Trap of an "Easy" Life vs. Overcoming Challenges
11:30 Gratitude as a Skill: The Neuroplasticity of Mindset
17:45 Cultivating vs. Chasing: Attracting Success
24:10 "The Man in the Glass": Why Honesty is Your Best Tool
31:15 Reflect, Discover, Evolve: The Framework for Change
38:50 Why Success is a Process, Not a Destination
44:20 How to Connect with Andy Pilot and My Mirror Mindset

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Andy's profile
💼 LinkedIn: linkedin.com/in/andy-peilet-a3901814
Email: [email protected]

#PersonalGrowth #MindsetMatters #LeadershipDevelopment

Stop Selling, Start Teaching | How to Build Predictable Income with Dan Roshan


Are you struggling to close deals without feeling like a pushy salesperson? In this episode of the Leadership Insight podcast, host Chad Co sits down with real estate expert, sales coach, and author Dan Roshan to uncover the secrets behind his legendary "No Broke Month" streak since 2008. Dan shares his proven "Teach to Sell" methodology, a strategy built on human behavior, neuro-linguistic programming (NLP), and deep psychological insights. 

Whether you are an aspiring entrepreneur or a seasoned sales professional, this conversation breaks down the four essential pillars of business success: Belief, Lead Generation, Organization Building, and Leadership. Learn how to stop chasing sales and start attracting clients by teaching them how to think. Discover how to build a scalable, sustainable business that thrives on purpose rather than panic. Stop living life by accident—start designing it on purpose today.

**What You'll Learn in This Video:**
- The "Teach to Sell" methodology: Why teaching creates more influence than selling.
- The 4 Pillars of Business Success: Belief, Lead Gen, Organization, and Leadership.
- How to use NLP cues to build instant rapport with your prospects.
- Strategies to overcome the "not good enough" mindset that kills growth.
- Why hiring A+ players and building systems is the key to scaling your business.

**Video Chapters:**
0:00 Intro
1:25 How Dan maintained a "No Broke Month" streak since 2008
4:15 The power of NLP and understanding human behavior in sales
8:20 The Four Pillars of Business Success
12:10 How to overcome limiting beliefs and improve self-confidence
17:45 Why "teaching" beats "selling" every time
24:30 The art of delegation and hiring the right people
30:15 Defining success: Building a business that doesn't depend on you
36:50 How to get the "Teach to Sell" book and training resources

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💼 LinkedIn: linkedin.com/in/danrochon

The 20/60/20 Rule | Building a High Performance Culture That Feels Like Family


Unlock the secrets to scaling your business with intentional leadership and cutting-edge technology. In this episode of the Leadership Insight podcast, host Chad Co sits down with Todd Schmidler, founder of Thumprint Consulting Group and a pioneer in AI-driven leadership. Todd shares his incredible journey from the healthcare sector to managing eight successful companies, all while maintaining a deep commitment to family and servant leadership. 

Discover how to apply the 20/60/20 rule to your organization to identify top talent, why you should stop building "teams" and start building "families," and how to leverage AI tools like Claude to clone your institutional knowledge. Whether you are an entrepreneur looking to eliminate operational bottlenecks or a leader seeking to 10x your life and business, this conversation provides the tactical roadmap you need to thrive.

What You'll Learn in This Video:
- How to move from a "team" mindset to a "family" culture in business.
- Implementing the 20/60/20 rule to manage culture and employee performance.
- Using AI to "clone" yourself and solve the leadership bottleneck.
- Why you should focus on "who, not how" to achieve exponential growth.
- How to identify your "unique abilities" to find joy and profit in your work.

Video Chapters:
0:00 Intro
1:15 Todd Schmidler’s Journey: From Healthcare to Entrepreneurship
4:30 The "Trust Me" Lesson: Lessons in Servant Leadership
7:45 The 20/60/20 Rule of Organizational Culture
14:20 Why Build a Family Instead of a Team?
18:50 Finding Your Unique Ability and "Bullseye"
25:10 Handling Conflict and Firing with Grace
32:40 Using AI for Innovation and Self-Cannibalization
40:15 Building "Todd.ai": Cloning Yourself to Scale Knowledge
48:30 Closing Thoughts and Legacy

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Info: 
🌐 Website
harmonyinmotionyoga.org
(Company)
zrowastegroup.com (Company)
thumbprint.consulting (Company)
💼 linkedin.com/in/toddschmiedeler
Email: [email protected]

Portfolio Management Secrets | Expert Advice on Stocks, Bonds & Inflation


In this inaugural episode of the Co-Financial Group podcast, we sit down with Paul Tait, Portfolio Specialist Team Lead at Morningstar, to break down the complexities of today’s global economy. If you’ve been wondering whether the current market resilience will last, how inflation is impacting your investments, or if the "AI bubble" is a real concern, this deep dive is for you. Paul shares expert insights on the state of US markets, the resurgence of international stocks, and why long-term fundamentals, not political noise, should drive your investment decisions. We also cover the role of bonds in retirement, the risks of chasing IPOs, and why diversification remains your best defense against market volatility. Whether you are a seasoned investor or just starting out, learn how to build a resilient, goal-oriented portfolio today.

What You'll Learn in This Video:
- Why the US economy has remained surprisingly resilient despite inflation.
- The truth about the AI investment boom and how it affects your stock portfolio.
- Why Morningstar suggests patience over hype when it comes to new IPOs.
- How to use bonds for capital preservation and income in a high-rate environment.
- Why international stocks are finally showing signs of a strong comeback.

Video Chapters:
0:00 Intro & Guest Introduction
3:15 The US Economy: Resilience vs. Economic Risks
8:30 Understanding Inflation Trends & 2022 Benchmarks
12:10 Small Cap Stocks: Opportunities in Underloved Assets
17:05 The Truth About Interest Rate Cuts
22:10 AI Stocks & Market Earnings Growth
28:45 Why International Markets are Finally Performing
34:20 IPO Hype: Should You Invest in SpaceX or OpenAI?
38:15 The Impact of Election Cycles on Portfolios
42:10 Bonds: Why They Still Matter for Your Retirement
48:30 Gold as a Hedge: Is it Still Worth It?
53:45 Final Advice: When Should You Invest Your Cash?

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#Investing #Morningstar #MarketUpdate

Leadership Masterclass | UPS VP Noel Massie on Growth & The BEST Principle


In this episode of Industry Leadership Insights, host Chad (Coe Financial Group) sits down with Noel Massie, former Vice President of US Delivery Operations at UPS and author of "Congrats, You've Been Promoted". Noel spent 42 years rising through the ranks at UPS starting as a part time entry level employee in college to overseeing more than 200,000 employees nationwide.In this masterclass on corporate leadership and management, Noel breaks down key frameworks for new and experienced managers, including the BEST Principle for structured conversations and the 4x5 Method for effective conflict resolution and influence. He also discusses why "there are no casual moments in leadership," how to build an unbreakable professional reputation, and why true leadership is about coaching and investing in others.


what will learn form this video:
- How to transition from entry level employee to executive leadership
- The "One Reputation" philosophy: why leaders are always evaluated
- The BEST Principle: Be Clear, Expect the Best, Stick to the Objective, Test Commitment
- The 4x5 Method: Mastering perspectives and intensity levels in critical conversations
- Why leadership is about coaching, mentorship, and continuous feedback
- The core principle of lasting success: "You can't hope to get more than you give"


Video Chapters:
00:00 - Introduction to Noel Massie & His 42 Year UPS Career
02:40 - The Responsibility of Giving Back & Philanthropy
06:48 - "One Reputation" & Why There Are No Casual Moments in Leadership
09:53 - Starting at UPS: Hard Work, Education, and Integrity
12:25 - The BEST Principle for Effective Communication
19:50 - The 4x5 Method for Leadership Influence & Conflict Resolution
33:07 - Leadership as Coaching & Managing Scale
39:05 - Surprise Guest: Former UPS Manager Jill Naren Shares Her Experience
51:15 - Noel’s Book "Congrats, You've Been Promoted" & Final Wisdom


About Noel L. Massie:

Website: https://noelmassie.com/
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/noel-massie-8b7511a
Facebook: https://www.facebook.com/p/Noel-Massie-61577754506580/

Book: Congrats! You've Been Promoted
https://a.co/d/0cTXT2uP 

#Leadership #Management #UPS

Strategic AI Adoption & Cyber Resilience | Brian Beck on Enterprise Risk & Security

Navigating artificial intelligence and cyber security in 2026 requires more than just following industry hype. In this episode of the Leadership Insight podcast, host Chad Coe sits down with Brian Beck, Senior Consultant at Proxerve Solutions, to unpack how mid sized organizations can turn AI and cyber security into measurable, strategic business outcomes.Brian shares lessons from over 35 years in technology, breaking down why companies struggle with AI implementation, how to prevent employee driven data breaches, and how executives can protect company reputation while scaling securely.


what will learn form this video:
- How to transition AI tools from short-term hype into strategic ROI.
- The top cyber security risks executive leadership teams overlook.
- Why human error remains the biggest breach point and how to fix it.
- How Privileged Access Management (PAM) protects against unintended downloads.
- How to align technology standards with overall business growth and compliance.


Timestamps:
00:00 - Introduction & Brian Beck’s 35-Year Tech Journey
05:16 - The Hype Around AI vs Strategic Business Outcomes
08:08 - The Real Cyber Security Risks of 2026
13:30 - How One Human Click Causes Millions in Breach Damage
18:05 - Using AI for Cyber Defense and Security Automation
24:45 - What to Look For in an Executive IT Partner (The ELC Model)
31:25 - Leadership, Personal Milestones, and Defining Abundance
35:45 - How to Connect with Brian Beck & Closing Remarks
 

#CyberSecurity #AILeadership #BusinessStrategy

Overcoming Business Isolation & Scaling Your Startup | Michael Dermer Insights

Welcome to this insightful interview featuring Michael Dermer, founder of The Lonely Entrepreneur and pioneer of the health incentive industry with IncentOne. In this episode, Michael shares his real world journey of building a 500 employee company, navigating the harrowing 2008 financial crisis, and transforming overwhelming business pressure into long-term entrepreneurial success.Whether you are a startup founder, small business owner, or corporate leader, this discussion delivers actionable frameworks to help you shift your perspective, overcome the isolation of leadership, and build a resilient business model.


what will learn form this video:
- How to change your mindset and perspective when facing intense business pressure and financial crisis.
- The core reasons behind entrepreneurial loneliness and how to overcome leadership isolation.
- Practical strategies to scale a business from initial concept to industry leading acquisition.
- How to access essential tools, templates, and ongoing support needed for sustainable business growth.
- Proven leadership principles to shift your focus from daily survival to long-term growth.


Timestamps:
00:00 - Introduction & Meeting Michael Dermer
03:15 - Navigating the 2008 Financial Crisis & Crisis Management
08:40 - The Power of Perspective in Entrepreneurship
15:10 - Building a One- Stop Ecosystem for Founders & Small Businesses
23:30 - Key Leadership Strategies for Scaling Your Business
30:15 - Final Words of Wisdom for Modern Business Leaders


Connect with Michael Dermer:
• LinkedIn: https://linkedin.com/in/michaeldermer
• Website: https://lonelyentrepreneur.com
• Email: [email protected]
📍 Location: New York, USA

If you enjoyed this conversation, don't forget to Like, Comment, Share, and Subscribe for more interviews with entrepreneurs, business leaders, and industry experts.


#Entrepreneurship #MichaelDermer #TheLonelyEntrepreneur

Why Smart People Make Bad Money Decisions | Behavioral Finance Expert Samantha Lamas

Why do smart people make poor financial choices even when they have all the right facts? In this episode of the Leadership Insight podcast, host Chad Coe sits down with Samantha Lamas, Senior Behavioral Researcher at Morningstar, to explore the fascinating intersection of human psychology and personal finance.

In this deep dive interview, Samantha breaks down how early experiences shape our personal "money stories," why discussing money remains a social taboo, and how fear and mental shortcuts lead investors off track. You'll also learn about Morningstar's proven choice architecture framework for setting real financial goals, how to align your investments with your personal values, and practical strategies like the "3 day wait rule" to protect yourself from emotional impulses and financial manipulation.


What you will learn from this video:
How your personal "money narrative" unconsciously controls your spending, saving, and risk tolerance.
Morningstar's 3-step goal discovery process to identify your true financial priorities (and why 76% of people get their goals wrong initially).
How to manage financial fear, hindsight bias, and bad advice driven by social comparison.
Why AI tools can't replace the empathy and deep understanding of a human fiduciary financial advisor.
The 3-day rule to protect yourself from impulse decisions, scams, and high-pressure financial tactics.
How to use positive psychology frameworks (PERMAAV) to align your wealth with what actually brings you fulfillment.


Video Chapters:
00:00 - Intro & Samantha Lamas’s Background
01:14 - What is Behavioral Finance?
03:22 - Money Stories & Financial Narratives
05:04 - Why Money is a Taboo Subject
07:25 - Overcoming Fear and Managing Market Risk
11:11 - Why AI Can't Replace Financial Advisors
14:19 - Morningstar’s 3 Step Goal Discovery Process
22:48 - Managing Family Finances & Generational Wealth
24:34 - The Danger of Comparing Decisions to Neighbors
26:57 - The PERMAAV Framework: Aligning Money with Values
30:28 - Avoiding Financial Scams: The 3 Day Wait Rule
33:06 - Morningstar Ratings Explained
38:34 - The Value of Working with a Fiduciary

 
About Samantha Lamas:

LinkedIn:   / slamas  
Company Website: https://www.morningstar.com
Business Email: [email protected]


#BehavioralFinance #PersonalFinance #FinancialPlanning

How High Performers Recover From Mistakes & Build Unshakable Resilience | Dr. Daniel Eiferman


In this episode of the Leadership Insight podcast, host Chad Co interviews Dr. Daniel Eifermantrauma surgeon, healthcare leader, educator, and author of Cut Open: A Surgeon's Story of Loss, Resilience, and Growth. Operating at the intersection of high stakes medicine and human resilience, Dr. Eiferman pulls back the curtain on the emotional realities of surgical practice, managing critical mistakes, overcoming mental setbacks, and cultivating high performing teams under extreme pressure.

Whether you are a healthcare professional, business leader, entrepreneur, or student, this discussion offers rare insights into managing stress, conquering negative thought patterns, and building authentic trust within high stakes environments.


what will learn form this video:
- How to recover psychologically from failure and high stakes complications.
- The "3 Ps" of negative thinking (Personalization, Pervasiveness, Permanence) and how to break the spiral.
- Why vulnerability is the single fastest catalyst for building trust and high performing teams.
- How to establish an effective inner circle and peer support system for long term mental health.
- Core leadership and communication principles that translate directly from the operating room to business and personal life.


Timestamps:
00:00 - Introduction: Dr. Daniel Eiferman
00:01:28 - From Primary Care to Trauma Surgery
00:04:40 - Bouncing Back From Surgical Mistakes
00:06:16 - Overcoming Negative Thoughts (The 3 Ps)
00:10:45 - The Importance of Peer Support & Inner Circles
00:13:24 - High Stakes Leadership & Teamwork
00:17:40 - Building Trust Through Vulnerability
00:21:05 - Processing Hard Outcomes & Active Contributions
00:29:36 - Inside the Book: Cut Open
00:36:26 - Defining Success Beyond the Operating Room


About Daniel (Danny) Eiferman, MD, MBA, FACS:

LinkedIn: https:https://www.linkedin.com/in/daniel-eiferman/
Book: CUT OPEN: Leadership Lessons Surgery Never Taught,but Every Clinician Needs (Available March 19, 2026)
Position: Professor of Surgery, The Ohio State University Wexner Medical Center
Recognition: Castle Connolly Top Doctor (since 2018)
Education: The Ohio State University, Northwestern University
Location: Dublin, Ohio, United States

 
#LeadershipInsights #Resilience #DrDanielEiferman