In this episode, Jack Marino Jr. speaks with Chris Meroff. Chris has made a career of testing new leadership ideas to see what works and what doesn't. He has spent more than twenty-five years supporting leaders in many different industries. You’ll hear the four simple steps leaders can implement to create a workplace culture where your employees find fulfillment as your business thrives.

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Show Quote

"Before you become a leader, success is all about growing yourself. After you become a leader, success is about growing others."

-Jack Welch

The Obstacle is the Way (book) -– A book Jack recommends for helping you look at problems you encounter as the path to your success.

Align: Four Simple Steps for Leaders -– If you enjoyed this episode, you’ll love Chris Meroff’s book that further explains the four steps leaders can take to create a company culture that prioritizes alignment. 

Alignment Leadership -- Visit this website to get more information about Alignment Leadership and how they can help your business. Sign up for a free consultation around what you're experiencing and what you want to experience in your business.

chrismeroff.com -- Visit this website to learn more about Chris Meroff including his books and podcast.

Gung Ho (book) -- A book Chris Meroff recommends that helped him start thinking about how to prioritize unity in organizations. 

Winning with People (book) -- A book Chris Meroff recommends if you want to start thinking about how to become an expert on people. 

Key Takeaways 

1) When you're unified you can identify where you want to go and then you can figure out how you want to get there.

2) The goal of a leader is to set up their employees to learn.

3) Fulfilled employees can do more than unfulfilled employees.

Show Notes

In this episode, Jack Marino Jr. and Jason Clevlen discuss a simple planning strategy designed to aid in the achievement of your goals. Learn the reasons why most people don't achieve the goals they set out for and learn what you can do to increase your odds of achievement.

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Show Quote

“It takes as much energy to wish as it does to plan.”

Eleanor Roosevelt 

Goal Planning Worksheet -- Download this free worksheet to help you achieve your goals.

Start with Why (book) -– A book Jack recommends for helping you find the purpose behind your goals and dreams.

Free Goal Calculator from Lake Hills Wealth Management -– A free tool to help you plan your financial goals for the coming year.

Have a Question? -–  Submit a question to Jack Marino Jr. or Jason Clevlen. 

Key Takeaways 

1) Many people fail to achieve their dreams and goals because they do not create an actionable plan.

2) Set goals that are S.M.A.R.T. (Specific, Measurable, Achievable, Relevant, and Time-bound.

3) Break down long-term goals into short-term measurable milestones.

Show Notes

In this episode, Jason and I discuss the number one financial challenge for most people, poor cash flow management. We explain why cash flow is so difficult to manage; the most significant pitfalls households find themselves in, the benefits of having a healthy cash flow, and what strategies financially successful people do to manage their cash flow. 

Show Quote

“Money is a guarantee that we may have what we want in the future. That we need nothing at the moment, it ensures the possibility of satisfying a new desire when it arises.”

- Aristotle

Resources

Wealth Builder Cash Tool- Download the tool Lake Hills Wealth Management Uses with its clients. 

The Richest Man in Babylon (book) -– A resource Jason and Jack recommend for timeless cash flow concepts. 

Rich Dad Poor Dad (book) -– A resource Jason recommends. What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!

Profit First (book) -– A resource Jack recommends for maximizing your business cash flow by paying your Profit First.

Have a Question? -–  Submit a question to Jack Marino Jr. or Jason Clevlen. 

Key Takeaways 

1) Cash flow is a fundamental building block to a successful financial life that is the root of everything we do in finance. 

2) The poor and middle class go to work for money while the rich allow their money to work for them. 

3) In most cases, if you want to retire by 65 and maintain your standard of living, you’ll need to save 10-17% of your income, beginning by age 25.

Show Notes

In this episode, Damon discusses his entrepreneurial journey, how he currently serves the business community and his mission in life. Damon talks about how he began his journey as an employee right out of college, serving as a business consultant only to be later forced out on his own. For Damon, that moment in life proved to be pivotal, since it led him to the decision to become an entrepreneur, founding many businesses including an interim executive business which was unknown at the time. Damon also discusses his core passion which is to help small business owners grow their business through Gino Wickman’s Entrepreneurial Operating System.  Be sure to stay tuned to the end when Damon shares his contact information and how listeners can purchase his valuable new book, the X-Formation.

Show Quote

“Plans fail for lack of counsel, but with many advisers, they succeed.”

- Proverbs 15:22 

Resources

X-Formation (book) -– Damon’s book that will teach you all about interim executives, why your company may need their services, and where to find one.

Traction (book) -– An enlightening book that outlines Gino Wickman’s EOS  system.

Good to Great (book) -– A resource Jack recommends when considering questions around hiring and personnel. 

Mindshift (book) - “Break Through Obstacles to Learning and Discover Your Hidden Potential.” A book Jack recommends.

damonneth.com  -–  Visit Damon’s website to learn more about his services.

Key Takeaways 

1) The path of entrepreneurship is often the straightest path to what people want to do. This path offers people more control over their destiny. 

2) An interim agent is a change agent that can help companies implement big solutions to big problems.

3) The EOS system works because it is a system of best business practices that form a framework for running a company. 

Show Notes

Jonah Kaufman, a serial entrepreneur, shares how he and his wife, Dr. Katie Kaufman strategically went from employees to entrepreneurs despite the risks and fears that cripple most. They currently own two successful optometry practices in Austin (Westlake Eyecare) as well as a top-producing new ServPro franchise in San Antonio, TX.  Be sure to listen to the end where Jonah offers listeners an opportunity to connect with him directly. 

Show Quote

“By failing to prepare, you are preparing to fail.” -Benjamin Franklin

Resource

westlakeeyecare.com – See a highly skilled eye doctor in Austin, TX and choose from exclusive designer frames in the optical boutique.

Key Takeaways

1) Once you decide to move forward, don’t look back.

2) Don’t jump into entrepreneurship without a plan. Take your time and seek the help you need to create a roadmap.

3) Put a dollar value on your time and do it early. This will help you and your team focus on revenue-producing tasks.

Show Notes

In this episode, Jason Clevlen introduces Lake Hills Wealth Management, a firm he and Jack Marino Jr. founded in 2017. Jason reveals the aspects of a fee-only Financial Advisor. He also discusses the benefits of hiring a financial advisor, what areas that professional can help with and how to go about hiring one. Be sure to stay tuned to the end where Jason reveals some personal attributes, recommendation and how listens can contact him with questions.

Show Quote

“If you go to work on your goals, your goals will go to work on you. If you go to work on your plan, your plan will go to work on you. Whatever good things we build end up building us.” -Jim Rohn

Resources

Lake Hills Wealth Management – Improve your business and amass wealth so you can achieve financial freedom with the help of experienced certified financial planners.

Profits to Wealth Mastermind – Collectively overcome challenges in your business with like-minded peers.

The Happiness Advantage (book) – A book about positive psychology that comes highly recommended by Jason Clevlen.

Key Takeaways

1) The two main services provided by Lake Hills Wealth Management are Financial Planning and Investment Management.

2) The benefit of working with a financial advisor is that they have the knowledge and tools to make sure clients are making savvy financial decisions to achieve their financial goals.

3) When interviewing advisors, ask how they are compensated and choose a CFP with reasonable experience.

Show Notes

In this first episode, get to know Jack Marino Jr. as he informs the listeners as to what they can expect and explains what Profits to Wealth is all about.

If you would like to learn more, check out the Profits to Wealth website at https://www.profitstowealth.com/