Leadership in Action

Today’s guest is a strong finance professional and a community volunteer! Please welcome Javier Bellini, Vice President and Commercial Loan Officer in Corporate Banking at Cambridge Savings Bank. Javier sits down with host Mark Stiles to discuss the role of authentic relationships in successful banking experiences. The conversation also involves explanations on how Cambridge Savings Bank assists with PPP applications and in scenarios like Silicon Valley's fall to reduce their client’s uncertainties. It’s an enlightening episode you don’t want to miss!

Takeaways:

• Javier Bellini emphasizes that a successful banking experience relies heavily on genuine and meaningful relationships. Being able to trust and readily communicate with a contact at your bank is vital, especially during challenging times such as during the PPP application process, as outlined in the script. 
• Businesses need to perform due diligence on their banks, not just rely on geographic convenience or higher interest rates. Understanding the bank's goals, strength, and whether it's a mutual or stock bank can inform a better decision. 
• A multifaceted approach to solve the housing affordability crisis is essential. Javier suggests that respect for everyone's ideas, collaboration, and focus on relationships are essential factors in the process.
• The potential impacts of AI are mentioned, although Javier believes it's still early days for AI deployment into banking. Promising areas include leveraging AI for portfolio analytics and taking advantage of the vast amounts of data banks possess to create fitting products for clients.
• Cambridge Savings Bank's approach during crises like that of Silicon Valley demonstrates the importance of flexibility and active communication in bank-client relationships. 

Links: 

• LinkedIn: https://www.linkedin.com/in/javier-bellini-9819b585/ 
• Company Website: http://www.cambridgesavings.com 
• Email: [email protected]

Quote of the Show

• “We can all be successful together. It’s just a matter of how you approach your business.” -Javier Bellini 

Ways to Tune In:

• Apple Podcast - https://podcasts.apple.com/us/podcast/leadership-in-action/id1585042233
• Spotify - https://open.spotify.com/show/2t4Ksk4TwmZ6MSfAHXGkJI
• Stitcher - https://www.stitcher.com/show/leadership-in-action
• Google Play - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cubGVhZGVyc2hpcGluYWN0aW9uLmxpdmUvZmVlZC54bWw
• Amazon Music - https://music.amazon.com/podcasts/4263fd02-8c9b-495e-bd31-2e5aef21ff6b/leadership-in-action
• YouTube - https://youtu.be/RH78Ujg7QcE

Today’s guest comes from a family of entrepreneurs. He has over 15 years supporting business leaders with Human Capital Management, HR Compliance, Strategies and Technology Solutions! Please welcome Drew Quesnel, Certified Business Performance Advisor at Insperity! Drew joins host, Mark Stiles, to share his diverse expertise, his contributions to Insperity, and the company’s comprehensive PEO support. It’s an exciting episode you don’t want to miss!

Takeaways:

• Over the last 11 years, Drew has gained valuable experience in various aspects of business, organizations, and entrepreneurship. Coming from a background rooted in big entrepreneurship, he witnessed firsthand the challenges faced by families, the intricacies of rules and regulations, and the dynamics of working with people and employees. 
• Drawing from these experiences, Drew has successfully applied his knowledge at his current company. Given his insights and expertise, he is now well-equipped to extend his assistance in navigating challenges, implementing effective strategies, and fostering a positive working environment. 
• Insperity, a national Professional Employment Organization (PEO), eases entrepreneurs' burdens by managing employment tasks like regulations, onboarding, offboarding, workers' comp, COBRA, unemployment, benefits, payroll, and taxes through a co-employment model, addressing challenges that can impede business operations.
• As a PEO, it liberates valuable time for concentrating on individuals, enabling them to distinguish themselves and fostering their growth within the organization. By consolidating various tasks, it empowers the company to remain competitive in the market.
• Insperity goes beyond relying solely on AI for marketing by actively engaging with client companies, ensuring direct and personalized outreach. Having an experienced person available further enhances the overall effectiveness of their strategy.

Links: 

• LinkedIn: https://www.linkedin.com/in/andrewquesnel/ 
• Company Twitter: https://twitter.com/Insperity 
• Company Website: https://www.insperity.com 

Quote of the Show

• “It helps me sleep at night knowing that I can help an organization do better, run better, and grow faster.” - Drew Quesnel

Ways to Tune In:

• Apple Podcast - https://podcasts.apple.com/us/podcast/leadership-in-action/id1585042233
• Spotify - https://open.spotify.com/show/2t4Ksk4TwmZ6MSfAHXGkJI
• Stitcher - https://www.stitcher.com/show/leadership-in-action
• Google Play - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cubGVhZGVyc2hpcGluYWN0aW9uLmxpdmUvZmVlZC54bWw
• Amazon Music - https://music.amazon.com/podcasts/4263fd02-8c9b-495e-bd31-2e5aef21ff6b/leadership-in-action
• YouTube - https://youtu.be/38vBeYG9Pbk

Today’s guest has logged over 25 years of experience in the communications world! An entrepreneurial advocate who has a passion to build and help others build, please welcome Evan Zall, President and Owner of Longview Strategies! Evan sits down with host, Mark Stiles, to discuss the concepts of sustainability and environmental, social, and governance (ESG) risk management in businesses. Evan explains his role in helping businesses manage their ESG risks, understand their sustainability impacts, and measure carbon emissions. Evan also dives into the necessity for businesses, especially those in mid-market, to meet the increasing sustainability requirements for economic advantages and legal protection.

Takeaways:

• It's essential to grasp the growing significance of ESG and sustainability risks for business operations, reputations, and future growth opportunities. Evan notes that large, public companies and businesses operating in Europe have obligations to measure and report their ESG risks, stressing also that mid-market companies face increasing pressures to do the same.
• Companies should develop an integrative and systematic approach to managing ESG risks. Evan’s company acts as a communications and marketing firm that helps businesses navigate and communicate their sustainability impacts and ESG obligations. 
• Small to mid-market companies should consider getting help from experts in ESG and sustainability to ensure compliance and build a positive reputation. Adopting sustainable practices and effectively managing ESG risks is not only necessary for legal and reputational reasons, but can also create bottom-line value through improvements in operational efficiency, employee retention, and investor attraction. 
• Leaders should work on developing an organizational culture that values and promotes sustainability and good governance practices. Evan advises businesses to look beyond piecemeal, reactive approaches to ESG obligations and instead take a systematic, long-term view.
• By measuring and transparently communicating their sustainability impacts, businesses can generate value and foster deeper connections with customers, investors, and employees alike.

Links: 

• LinkedIn: https://www.linkedin.com/in/evanzall/
• Twitter: https://twitter.com/evanzall
• Company website: http://www.longviewstrategies.com

Quote of the Show

• “Whether it’s intentional or not, we all make an impact, and that should be inherent in the way we run our businesses.” - Evan Zall

Ways to Tune In:

• Apple Podcast - https://podcasts.apple.com/us/podcast/leadership-in-action/id1585042233
• Spotify - https://open.spotify.com/show/2t4Ksk4TwmZ6MSfAHXGkJI
• Stitcher - https://www.stitcher.com/show/leadership-in-action
• Google Play - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cubGVhZGVyc2hpcGluYWN0aW9uLmxpdmUvZmVlZC54bWw
• Amazon Music - https://music.amazon.com/podcasts/4263fd02-8c9b-495e-bd31-2e5aef21ff6b/leadership-in-action
• YouTube - https://youtu.be/7bAoHaJ8I4s

Today's guest is a passionate entrepreneurship educator on a mission to empower students with innovation and problem-solving skills, equipping them to make a real impact from an early age. We're thrilled to introduce Laurie Stach, the Founder & Head of Board at LaunchX. Laurie joins our host, Mark Stiles, for an inspiring conversation about her journey with LaunchX. She shares valuable insights on the importance of quick decision-making and the significance of nurturing both her team and students as they embark on their entrepreneurial journeys. Get ready for an exhilarating episode that you absolutely can't afford to miss!

Takeaways:

• LaunchX is an elite high school entrepreneurship summer program where students worldwide create real companies in just one month, from concept to sales. Many go on to achieve notable success, even appearing on Shark Tank and raising substantial funds. Yet, what's most inspiring is the enduring entrepreneurial mindset they develop.
• In services businesses, particularly in education, the adage "you're only as strong as your weakest link" holds true. Quick decision-making is key. Don't succumb to analysis paralysis; in the startup world, countless decisions must be made. Train your team to make decisions effectively.
• Laurie’s education and career journey involved transitioning from engineering to business school, where she learned to make decisions with incomplete information. The case study method, with its lack of one right answer, initially challenged her but ultimately instilled the confidence to be an entrepreneur. 
• The future of work is evolving rapidly, and the challenge is how the education system can adapt to prepare students for an ever-changing workforce. In 20 years, many jobs will likely look nothing like they do today. Adapting our education system to this reality is the struggle. Looking back 20 years, it's clear we couldn't have predicted the rise of new career paths like Instagram influencers.
• LaunchX began with a casual brunch conversation between Laurie and a friend that turned into a venture. Despite a demanding job as a management consultant, she made time for it because she cared. Taking a two-month sabbatical to kickstart the project turned into full-time work as Laurie never looked back.
• A “maker” in the university space often involves using tools like 3D printers and laser cutters to build various creative projects. However, a maker can be anyone creating arts and crafts using different mediums, from 3D printing to paper and glue for crafting bowls, or making jewelry. It's all about expressing creativity through physical items.

Links: 

• LinkedIn: https://www.linkedin.com/in/lauriestach/
• Twitter: https://twitter.com/stachmit?lang=en
• Company Website: https://launchx.com/

Quote of the Show

• “We hope to have alignment of our perspective and decision-making for our companies.” - Laurie Stach

Shout Outs:

• Samantha Asante - President of LaunchX

Ways to Tune In:

• Apple Podcast - https://podcasts.apple.com/us/podcast/leadership-in-action/id1585042233
• Spotify - https://open.spotify.com/show/2t4Ksk4TwmZ6MSfAHXGkJI
• Stitcher - https://www.stitcher.com/show/leadership-in-action
• Google Play - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cubGVhZGVyc2hpcGluYWN0aW9uLmxpdmUvZmVlZC54bWw
• Amazon Music - https://music.amazon.com/podcasts/4263fd02-8c9b-495e-bd31-2e5aef21ff6b/leadership-in-action
• YouTube - https://youtu.be/kA5bs6aiLKU

Today’s guest is an entrepreneur, investor, and business coach. He is a straight-shooting, no bull, hoodie-wearing, meditating, rock & roll kind of coach and mentor! Please welcome EO Boston’s current president, Glenn Grant! Glenn sits down with Mark to discuss his plans as this chapter’s president which include the organization’s unity post-Covid, learning globally through networking opportunities, and learning from other seasoned EO members. It’s an exciting episode you don’t want to miss! 

Takeaways:

• Glenn’s focus as chapter president this year is on unity because COVID has scattered us all into our own little Zoom caves. We're adapting our events to the post-COVID world, where we used to attract after-work crowds, but now we need to convince people to leave their homes.
• Managing a group of entrepreneurs with different personalities is quite the ride. While busy and independent, they’re coming together as a team. Everyone has their unique style and lives in different worlds, but the goal is to work together to unify programs and positions on the board.
• SAPs, or Strategic Alliance Partners, are EO Boston’s sponsors. These local businesses partner with their chapter by providing funding for events in exchange for exposure to their members. They also commit to a non-solicitation agreement.
• Three years ago, international travel was restricted, but now the organization has "EO universities," and the annual global leadership conference, which offer global learning and networking opportunities. Joining your local board and attending the conference provide structured leadership training and international networking.
• Over the years, Glenn has gained knowledge in business, including people, culture, sales, marketing, operations, and financial aspects. This learning journey was aided by Accelerator, EO membership, GLC, and fellow entrepreneurs. The key is learning what's timely and relevant to you.
• Glenn learned from seasoned EO members and was lucky to join Accelerator early, which led to his EO board involvement. His first GLC in Chicago was eye-opening, and it's been a great 12 years of learning and connecting with impressive people.

Book Recommendation:

• The Miracle Morning by Hal Elrod

Links: 

• LinkedIn: https://www.linkedin.com/in/hglenngrant/
• Company website: https://www.selfassembled.com/

Quote of the Show

• “If you’re a prospect or a member, re-engage and give things a shot.” - Glenn Grant

Ways to Tune In:

• Apple Podcast - https://podcasts.apple.com/us/podcast/leadership-in-action/id1585042233
• Spotify - https://open.spotify.com/show/2t4Ksk4TwmZ6MSfAHXGkJI
• Google Play - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cubGVhZGVyc2hpcGluYWN0aW9uLmxpdmUvZmVlZC54bWw
• Amazon Music - https://music.amazon.com/podcasts/4263fd02-8c9b-495e-bd31-2e5aef21ff6b/leadership-in-action
• YouTube - https://youtu.be/HSnL1J0FpgA

Our guest on Leadership in Action this week is a cultural wordsmith, an author, and podcast host! She helps business leaders become culturally relevant with the wonders of high quality translation, localization and interpretation. Introducing Wendy Pease, the Language Translation Expert at Rapport International! Learn with host, Mark Stiles, as Wendy highlights the importance of teamwork, and how her company builds lasting relationships and cultural understanding for precise translations.

Takeaways:

• Something that Wendy has learned is that there's no 'I' in team, and this applies to both running a company and being a part of the EO board. When she transitioned from trying to handle everything on her own to having a management team, life improved significantly.
• Rapport International connects people across languages and cultures in over 200 languages by providing high quality written translation and spoken interpretation. The company makes the most of the customer’s time, creating steps that make it easy for the right fit.
• Artificial intelligence is quickly becoming a rising trend which is fine for casual use, but critical matters should involve human to human connection. Considerations should be taken when in use including revenue impacts, the bottom line, or liability.  
• To develop a custom LLM, a minimum of one million words must be inputted with management to prevent incorrect information from being used. Quality management is a big concern, with some companies offering quality assessments. Sometimes, there isn't enough content in the system to provide accurate translations. 
• Translators, like marketing content writers, improve with time and familiarity. Rapport International has translator-client pairs lasting over 30 years that capture your voice, ensuring culturally relevant translations by understanding your corporate voice and brand.
• The biggest value Wendy has gained from EO are the connections. Being active on communication channels, she is able to find a plethora of ideas and information, and receive feedback. This organization has given Wendy many connections, even globally.
• This year, Rapport International is documenting the collaborative placement process in Zoho, including improving forum health. The committee chair is excelling in organizing events and learning collaborative placements, spreading knowledge across the team.

Links: 

• LinkedIn: https://www.linkedin.com/in/wendypease/
• Twitter: https://twitter.com/RapportIntl
• Company website: https://www.rapporttranslations.com/
• Podcast: https://www.theglobalmarketingshow.com/
• Book: https://www.amazon.com/Language-Global-Marketing-Strategies-International/dp/1736561405 

Quote of the Show

• “I was trying to do everything on my own and stay on top of things, but life got better when I was working with people and solving things.” 

Book Recommendation:

• From Strength to Strength: Finding Success, Happiness, and Deep Purpose in the Second Half of Life by Arthur C. Brooks

Ways to Tune In:

• Apple Podcast - https://podcasts.apple.com/us/podcast/leadership-in-action/id1585042233
• Spotify - https://open.spotify.com/show/2t4Ksk4TwmZ6MSfAHXGkJI
• Stitcher - https://www.stitcher.com/show/leadership-in-action
• Google Play - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cubGVhZGVyc2hpcGluYWN0aW9uLmxpdmUvZmVlZC54bWw
• Amazon Music - https://music.amazon.com/podcasts/4263fd02-8c9b-495e-bd31-2e5aef21ff6b/leadership-in-action
• YouTube - https://youtu.be/cuA23N_MH3Q

Today’s guest is a forward thinking financial professional! His insights on consulting, management, and entrepreneurship have made him the happiest as he helps his company reach its stride. On top of that, his company has recently become one of EO Boston's newest Strategic Alliance Partners. Introducing, John Gleason, the Founder and CEO of Genuine Business Advisors! John joins Mark to discuss his business experiences and the team-building strategies that have helped him speak volumes into people’s lives! 

Takeaways:

• The most profound and impactful lesson John gained through his experience in business is the immense influence he wielded over colleagues and team members within the company. It’s not always easy to make connections in the workplace, but it is clear that his actions resonated deep with his colleagues. 
• The most crucial action one can take in the workplace is to acknowledge individuals—both in moments of missteps and achievements. This approach can yield positive results and foster a harmonious dynamic within the team.
• In the vast landscape of knowledge and skills, it's important to acknowledge that none of us can be masters of every domain. Each of us possess a unique array of strengths and weaknesses that contribute to the rich tapestry of our collective capabilities.
• The company that provides the most detailed or elaborate response isn’t always the way to accumulating successful results. Often, it's the company that promptly and effectively responds to prospects in the most suitable manner, which Genuine Business Advisors strives for.
• John implies that advising can be described as blue collar work, meaning it involves meticulous tasks, especially regarding numbers. It's not about guesswork; instead, it’s meticulously analyzing accurate databases to present information in a way that empowers you to make informed and precise decisions. 
• People believe that the value of items like businesses, cars, and homes are determined by what someone is willing to pay on a specific day. However, some businesses can sell for several times their revenue, especially those with consistent income streams, like SaaS companies. 
• In the past, professionals in this industry claimed exclusive access to buyers and personal connections for repeat business. Today's approach involves leveraging available data to make informed decisions for clients, and combining experience and expertise to guide and support them throughout the process.

Links: 

• Email: [email protected]
• LinkedIn: https://www.linkedin.com/in/johnmgleason/ 
• Company website: https://www.genuinebusinessadvisors.com/

Quote of the Show

• “The most important thing you can do is acknowledge people, both when they’re doing something wrong and doing something right.” - John Gleason

Ways to Tune In:

• Apple Podcast - https://podcasts.apple.com/us/podcast/leadership-in-action/id1585042233
• Spotify - https://open.spotify.com/show/2t4Ksk4TwmZ6MSfAHXGkJI
• Stitcher - https://www.stitcher.com/show/leadership-in-action
• Google Play - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cubGVhZGVyc2hpcGluYWN0aW9uLmxpdmUvZmVlZC54bWw
• Amazon Music - https://music.amazon.com/podcasts/4263fd02-8c9b-495e-bd31-2e5aef21ff6b/leadership-in-action
• YouTube - https://youtu.be/bLFUV4LgitA

Today’s guest is an entrepreneur and storyteller! He is a recent addition to the roster of SAPs at EO Boston, his first exposure to entrepreneurship goes back to his days assisting his Dad on landscaping and home remodeling jobs. Introducing, Bill Duguay, the President and CEO of Duguay Consulting Group. Bill joins Mark Stiles to discuss his captivating journey into the entrepreneurial realm. Bill shares his advice on how to overcome being a roadblock in your future endeavors.  

Takeaways:

• Bill grappled with the challenge of both being the brightest mind in the room and aspiring to be the foremost subject matter. What changed his mind was participating in a 360 anonymous review where he realized, it's perfectly fine to release your grip on matters, seek assistance, and connect with individuals on a deeper and more meaningful level. 
• At the end of the day, we need to be the ones to decide whether we interpret things as it’s happening to us. Using these situations as learning experiences will help us maintain a healthy attitude and truly switch a positive light on in our brains.
• Bill suggests seeking a leadership team to help your company. Incorporating this into your business will open new eyes to identifying gain traction and discipline in daily tasks. This can also increase healthy relationships, avoiding a lack of growth and structure in a sustainable work environment. 
• At Duguay Consulting Group, they understand the value and appreciation of building positive teams and taking on the right clientele. To execute this efficiently, Bill’s team spends up to 90 minutes constructing a beckon that describes the vision, focus, and best course of action for each client to achieve optimal results for their teams.  
• Bill expresses how crucial it is to build an environment where your client feels safe and welcomed. This roots in the leadership of any company. The lack of recognition of this can result in a client not feeling respected and cared for. The team should own a level of vulnerability that comfortably helps them move forward.
• Vulnerability in a company is important to have. Without this, the walls surrounding the dedicated and loyal team will crumble causing a rift in the work environment. Companies should require leadership, encouragement, coaching, and teaching. Incorporating honesty within your workforce can advocate a safe space for open thoughts and limit defensiveness.
• When seeking an inspiring leadership coach, connect with someone who encourages you to be the best version of yourself. That perfect coach who will view your business as relational and not transactional is someone worth keeping around.

Links: 

• Bill Duguay’s LinkedIn: https://www.linkedin.com/in/williamgduguay/  
• EOS Implementor’s website: https://www.eosworldwide.com/bill-duguay  
• Duguay Consulting’s website: https://www.duguayconsultinggroupllc.com/  

Quote of the Show

• “We have to create an environment that people feel safe in.” - Bill Duguay

Ways to Tune In:

• Apple Podcast - https://podcasts.apple.com/us/podcast/leadership-in-action/id1585042233
• Spotify - https://open.spotify.com/show/2t4Ksk4TwmZ6MSfAHXGkJI
• Stitcher - https://www.stitcher.com/show/leadership-in-action
• Google Play - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cubGVhZGVyc2hpcGluYWN0aW9uLmxpdmUvZmVlZC54bWw
• Amazon Music - https://music.amazon.com/podcasts/4263fd02-8c9b-495e-bd31-2e5aef21ff6b/leadership-in-action
• YouTube - https://youtu.be/WN-3fMbTl6U

As an entrepreneur, you work hard to ensure financial stability for yourself and family, but are you giving enough attention to the money after it hits your bank account? Our guest this week is someone who has seen first hand how wealth impacts people. He’s a devoted leader who puts client advocacy at the core of his firm’s approach, and who has been recognized with numerous accolades. Joining the show this week is CEO & Co-Founder at Lexington Wealth Management, Michael Tucci!

Mike sits down with host Mark Stiles to share his experiences as a CPA, the involvement of his company as a SAP for EO Boston, and the ways entrepreneurs need to be managing their finances.

Takeaways:

• For many people, the emotional aspect of their wealth is as important as the financial aspect. While it is reassuring for clients to know that their money is safe during hard times, it is important to check in with them on a personal level. 
• While many entrepreneurs have detailed knowledge of their KPIs, marketing plans, and strategies, their investment plans lack attention. To reduce ambiguity, entrepreneurs need to assess the value of their business and tie it into their investment plan. 
• Creating an investment plan for an entrepreneur needs to also be tailored to their business. The stability of the industry is a crucial factor. More varied businesses need a more stable plan, while more stable industries can take more risk. 
• When looking to assess the value of your business, it’s important to have a trusted partner. When assessing value, Lexington Wealth takes a holistic approach; reviewing growth patterns, checking expenses, and factoring in your business’s industry. 
• Going to market is an exciting time for any entrepreneur, but you need to be aware of the commitment. Going to market is a months-long process that takes a good chunk of your focus, potentially causing your numbers to slip, hurting your evaluation. 
• An often overlooked aspect of financial planning for entrepreneurs is estate planning. Many consulting firms can help with estate and pre estate planning, highlighting the importance of finding a firm that specializes in working with entrepreneurs. 

Links: 

• Email: [email protected] 
• LinkedIn: https://www.linkedin.com/in/michael-tucci-a698343/ 
• Website: https://lexingtonwealth.com 

Quote of the Show

• “Our thought process is if we can really understand our client, they'll tell us more things. The more things they tell us, the better we can plan.” - Michael Tucci

Ways to Tune In:

• Apple Podcast - https://podcasts.apple.com/us/podcast/leadership-in-action/id1585042233
• Spotify - https://open.spotify.com/show/2t4Ksk4TwmZ6MSfAHXGkJI
• Stitcher - https://www.stitcher.com/show/leadership-in-action
• Google Play - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cubGVhZGVyc2hpcGluYWN0aW9uLmxpdmUvZmVlZC54bWw
• Amazon Music - https://music.amazon.com/podcasts/4263fd02-8c9b-495e-bd31-2e5aef21ff6b/leadership-in-action

Joining us this week on Leadership In Action is a marketing maven with over 20 years of strategy experience. She has been an EO member for 10 years, and is the outgoing president of EO Boston. Welcome to the show, President of SimplyDirect, Lisa Vitale! Lisa sits down with host Mark Stiles to share her experiences as chapter president and the ways EO has helped her. Lisa dives into the importance of setting business boundaries, the nuances of running a business with your spouse, and the misconceptions of business ownership. 

Takeaways:

• As an entrepreneur, it’s important to talk to others about the problems you are facing. However, if you’re only talking to your spouse, it can become very insular. Groups like EO provide entrepreneurs with a chance to learn from the experience of others. 
• When your spouse is also a business partner, it’s crucial to establish business boundaries. You need to allow creativity and collaboration while at the same time preventing yourselves from stepping on each other's toes. 
• As the president of EO, you gain some additional experiences and skills. For Lisa, it meant growing as a leader, learning how to run a non profit organization, and discovering how to coach other presidents and leaders. 
• EO provides a network of information, and creates a space where it is ok to ask tough questions. Forums, meetings, and presentations offer excellent opportunities to talk about the concerns you are facing in your business. 
• From the outside, running a business looks easy, as if all the pieces will automatically fall into place. In reality, as a business owner, you are responsible for figuring out all of the operations aspects of the business. 
• Networks like EO offer a valuable resource for referrals. If for example you need accounting services, you can ask for referrals from other EO members in your industry. This provides you with quality help that understands the nuances of your industry.

Links: 

• Twitter: https://twitter.com/SimplyDIRECT_Co 
• LinkedIn: https://www.linkedin.com/in/lisa-vitale-a820b53/ 
• Website: https://simplydirect.com/ 
• Email: [email protected]

Quote of the Show

• “I needed to talk to other entrepreneurs because being an entrepreneur can be pretty lonely.” - Lisa Vitale

Shout Outs:

• Jeff Plakans: https://www.linkedin.com/in/jeffplakans/ 

Ways to Tune In:

• Apple Podcast - https://podcasts.apple.com/us/podcast/leadership-in-action/id1585042233
• Spotify - https://open.spotify.com/show/2t4Ksk4TwmZ6MSfAHXGkJI
• Stitcher - https://www.stitcher.com/show/leadership-in-action
• Google Play - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cubGVhZGVyc2hpcGluYWN0aW9uLmxpdmUvZmVlZC54bWw
• Amazon Music - https://music.amazon.com/podcasts/4263fd02-8c9b-495e-bd31-2e5aef21ff6b/leadership-in-action