In this episode of The Above Board Podcast, John Kennedy shares how ideas from Unreasonable Hospitality by Will Guidara can bring warmth and authenticity to client experiences. Reflecting on his own clunky service encounters, John discusses why small, genuine touches matter more than ever in a world driven by automation. He explains how CandorPath makes clients feel valued—like custom welcome packages and thoughtful check-ins that go beyond the usual. Listen in to discover simple ways to make every interaction feel personal and build lasting connections.

• 00:15 The Book Study: Unreasonable Hospitality

In this episode of the Above Board Podcast, John Kennedy gets into why busy people often get the most done. He explains "productive momentum" and shares how focus, discipline, and a purpose-driven approach can separate truly productive people from the merely busy. With practical strategies like setting shorter deadlines, batch working, and prioritizing top tasks, John offers ways to maintain forward motion, avoid distractions, and achieve greater fulfillment—even in retirement.

• 01:13 Productive Momentum: The Secret Sauce

In this episode of the Above Board Podcast, CERTIFIED FINANCIAL PLANNER™ John Kennedy breaks down how automating your finances can be a game-changer. Through relatable stories, John highlights the downsides of constantly micromanaging your money, which can lead to burnout and poor decision-making. He shares actionable tips, like setting up automatic savings and investments, and using apps for micro-savings, all designed to simplify your financial life. Tune in to discover how small, consistent steps can lead to long-term financial success by taking the stress out of managing your money.

• 00:48 The Importance of Automating Your Finances

On this episode of The Above Board Podcast, John Kennedy and Matt Marcoux break down the visionary and integrator roles from Gino Wickman's 'Traction.' They chat about how these roles work at CandorPath, sharing their experiences with balancing big ideas and practical execution. Whether you run a small business or work on a team, you'll get some great tips on improving your business and client experience.

Traction: Get a Grip on Your Business by Gino Wickman: https://www.eosworldwide.com/traction-book

• 00:54 Introducing the Book 'Traction' by Gino Wickman

Welcome to Part 1 of the "Purpose and Profit" series! In this episode, John and Rich tackle the balance between living with purpose and achieving financial success. They explore the concept of 'ether,' share some funny anecdotes, and discuss how to find meaning in your career. If you’ve ever felt burnt out or struggled to combine passion with your work, this episode offers practical advice and personal stories to help you find fulfillment and financial freedom. Stay tuned for actionable steps you can start today!

• 00:43 Exploring the Concept of Ether

In this episode of the Above Board Podcast, we break down the struggle of prioritizing urgent vs. important tasks using the Eisenhower Matrix. Discover how to categorize your workload, set boundaries, and stay focused on long-term goals, both in your career and personal life, without getting lost in the immediate chaos.

• 01:27 Understanding the Eisenhower Matrix

In this episode of The Above Board Podcast, John Kennedy focuses on the final 90 days of the year, revisiting goals and discussing how staying focused can shape the next year. He introduces 'separation season,' a concept from Ed Mylett, and shares three steps to make the most of this time: revisiting goals, creating a daily checklist, and tracking progress. John urges listeners to block out distractions and stay intentional. Share your 90-day plans in the comments!

• 00:17 Importance of the Last 90 Days

What if the small risks you take today could lead to major success in the future? In this episode, John Kennedy breaks down how tiny, calculated risks can lead to macro gains. With real-life examples and a look at how legendary investors like Warren Buffett used this strategy, John shows how embracing discomfort can fuel personal, professional and financial growth. Whether you're a cautious planner or a natural risk-taker, this episode will inspire you to take bold steps toward your future.

• 00:00 Introduction to Your Money Story

In this episode, John chats with Tracy Weiss, a licensed mental health counselor and life consultant, about her journey from branding to counseling. Tracy shares her passion for the Enneagram personality assessment, explaining its nine types and how they shape behavior and stress responses. She also discusses how the Enneagram can enhance personal growth, relationships, and team dynamics. Whether you're looking to understand yourself or improve team connections, this episode explores practical ways to use the Enneagram for a more fulfilling life.

- Connect with Tracy at Weiss Counsel today! https://www.weisscounsel.com/

• 00:45 Tracy's Journey to Counseling and Enneagram