Megan (Meg) Carpenter’s Post

It can be difficult when your passion and focus are being pulled in two separate directions, especially as your practice scales. From our latest episode of the podcast, YourStake, Your Story, Darryl W. Lyons, CEO and co-founder of PAX Financial Group, LLC, shares his candid insights on one of the most critical transitions for financial advisors: moving from working directly with clients to taking on the full-time role of CEO. Key takeaways from Darryl: - Understanding your own skills, passions, and the needs of the organization is crucial during this transition - Vacillating between advisor and CEO roles can be challenging mentally and emotionally, and may lead to a lack of excellence in one area - Making a clear decision for the betterment of clients, the business, and yourself is essential Darryl's advice for advisors considering a similar transition: - Be intentional in your approach - Communicate clearly with clients and set expectations - Lean on your team and empower them to support you For more insights from Darryl's inspiring journey, including how he aligned his faith with his professional pursuits and cultivated a unique, community-driven culture at PAX Financial Group, check out the full episode of YourStake, Your Story. Listen or watch here: https://lnkd.in/eqRDVCKt #financialadvisors #ceotransition #businessgrowth #leadership #financialplanning #career #insights

In the latest episode of the M&A Mastermind podcast, I dive deep into this fascinating topic with Michael Mensch, CBI, MAMI, CEO and founding partner of Agency Brokerage Consultants. Tune in below. #mergersandacquisitions #strategy #success

Would you consider yourself a finance or business nerd? (As in, do you like to understand the drivers and levers of financial success?) Would you like to improve your knowledge of how to increase your financial success? Are you actively driving forward your wealth building? If so, you are going to LOVE our latest Strategy and Leadership Podcast podcast episode with Christopher Volk. I love no-nonsense people, and I'm grateful for Christopher's approach and directness as he shares his depth of experience in this 25-minute conversation. Check it out. cc: SME Strategy Consulting #strategy #leadership #wealthbuilding #CEO

Did you know that investing in your employees can be one of the most effective strategies for long-term business success? In the latest episode of the M&A Mastermind podcast, I dive deep into this fascinating topic with Michael Mensch, CBI, MAMI, CEO and founding partner of Agency Brokerage Consultants. Mike and I explore the importance of a value creation mindset, advocating for business owners to consistently focus on enhancing their company's worth. We discuss key motivators driving business owners and the common challenges they face while striving for growth. Listeners will gain valuable insights into the four pillars of value creation—strategy, systems, culture, and finances. Mike shares practical solutions to typical issues faced by professional services firms and provides expert advice on scaling an M&A practice. The episode wraps up with a compelling conversation on the benefits of investing in employees to drive long-term success. Tune in now!  Don’t forget to like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST! https://lnkd.in/ghb36eri #mergersandacquisitions #strategy #success

How intentional are your business investments? Are you prioritizing the foundational elements for long-term sustainability? This week on Purposeful Podcasting, Wendy and Krystal dive into where to focus your business investments and the expenses you should prioritize. (HINT: It's not your logo) Join us for a thoughtful discussion on maintaining profitability and making strategic investments in your business. Tune in now and gain valuable insights for the success of your business! #BusinessStrategy #entrepreneur https://lnkd.in/gzNpaQar

It was really great to connect with Justin on the Inspectation podcast after all these years. Love the opportunity to reflect on what how we think about MedTech and how we support our portfolio companies at Features Capital. Thanks for having me! #UnlockMedTech #Innovation #entrepreneurship #MedTech #AcceleratingTheFutureOfHealthcare

🎙️ Delve into the secrets of strategic business transformation in the latest episode of "The Exit Plan Podcast" featuring the insightful Caroline. Our conversation explores the current scenario where clients are reevaluating their luxury of time and leadership commitment. Recognizing the opportune moment, we delve into how this year presents a unique window for businesses to transition safely to an output-based model. Discover why stepping away from commoditized services is crucial for sustainability and scalability in today's competitive landscape. Caroline sheds light on the factors that make this year the prime time for change, with clients still enjoying profitability and commercial viability. We discuss the significance of leadership commitment and the necessity to move beyond services that mirror the competition. Tune in to gain valuable insights into crafting a strategic and forward-thinking business approach. 🔗 Don't miss out on this game-changing episode of "The Exit Plan Podcast." Caroline shares her expertise on making impactful business decisions. Explore the podcast to understand how businesses can thrive by embracing innovative models and leaving behind conventional practices. Take the leap towards a future where success is defined by adaptability, output-driven strategies, and a commitment to staying ahead of the curve. #TheExitPlanPodcast #BusinessTransformation #StrategicShifts #InnovationLeadership 🎧✨

I know I’ve been saying this a lot lately, but I’ve got *more* exciting news (Hint: 🎙💰💼) Did you figure it out? I’m launching a podcast ➡️ Accelerating Lower Middle Market Value In each episode, I’ll be chatting with successful CEOs and business experts about scaling from $5M to $40M in annual revenue. The goal? To help you discover the key insights, challenges, and growth-driving strategies that accelerate value in the lower middle market. Connecting with founders, CEOs, and company leaders is one of my favorite parts of business, and I’m thrilled to bring these conversations directly to you. Every episode will be packed with actionable strategies and real-world advice that you can apply to your own business. 🙌 We’re launching in mid-July — so stay tuned for more updates. #financepodcast #financialadvice #financialinsights #financeleader #businessfinances #financeleadership #businessleadership

Illuminating and informative practical examination of transitioning from input cost based pricing to a proven sustainable business model that clients want

Ready to elevate your business game!? 🚀 🎙️ Tune in to the latest episode of the Inspectations podcast, "Leading with Purpose: Strategies for the Modern Business Leader," where I had the pleasure of sitting down with Jeff Chu, Co-Founder and Managing Partner of Features Capital! In this insightful conversation, Jeff shares his expertise in investment banking, venture capital, and tactical technology, revealing strategies that every business leader should know. What to Expect: 📍 Building a positive organizational culture 📍 Leveraging cutting-edge technology 📍 Navigating modern business challenges 📍 Leading with purpose 📍 Positioning for long-term growth Don't miss out on the expert insights and practical advice that can transform your approach to leadership and drive your business forward! 🎧 Listen now! https://lnkd.in/ejcXxavX #Inspectations #Podcast #BusinessLeadership #BusinessDevelopment #Business #TheAebliGroup #BusinessGrowth #LeadershipDevelopment #Future #Leader #MedTech #MedicalDevice #Technology #Innovation #Strategy #AI #CEO #CMO #COO #Growth #Success #Cuture #Marketing #Brand