Change Your Mindset

A weekly Business, Education and Health podcast
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Is your marketing strategy centered around clicks, funnels, artificial intelligence, and driving traffic to your website? Shouldn’t marketing be more human-centric? Instead of funnels, maybe we can lead people on a journey. That’s what Jürgen Strauss, the founder and chief innovator of InnovaBiz, joins us to discuss. InnovaBiz is a marketing firm helping organizations by building visibility, professional authority, and connecting with their ideal clients. They work to turn your business into a client magnet by building and making the most of your marketing—making your marketing human again. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: Learn more: http://innovabiz.com.au/ LinkedIn: linkedin.com/in/jurgenstrauss Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
What do you feel when you hear the word, negotiate? Dread, Anxiety, Excitement? Do you believe that negotiation skills can be taught? Do you agree with this statement – “we negotiate all the time?” Have you ever searched Google asking one or more of these questions:  What skill is the most helpful during a negotiation?  How does ego play a role in negotiating?  What role does leverage play during negotiations? I will address all of these questions, and how the world of IMPROV can help make you a much better negotiator, and more, in this episode. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: Read: “The Art of Negotiation: How to Improvise Agreement in a Chaotic World” Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
Have you ever taken an accounting course for non-accountants and left the workshop even more confused? Would you agree that accounting has an image problem? Would you be interested in learning the fundamentals of accounting and finance in a way that does not get bogged down in complexity and focuses on simplicity? Adam Wilkinson is a sales partner and corporate educator at Colour Accounting. He advocates that accounting should be a standard form of literacy—just like reading, writing, and arithmetic. He is a chartered accountant and professional development trainer who leads unique and engaging workshops in accounting and financial literacy, and he loves helping people understand how simple accounting can be. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: coloraccounting.com/wilkinson LinkedIn: linkedin.com/in/adam-wilkinson-2421843 Read: "The Joy of Accounting" Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
Let’s have a conversation about that voice in your head. You know the one. The voice that keeps coming back with the warning, “don’t say that idea out loud because people will think you are stupid or crazy.” Or, another favorite, “you have to be kidding me, you know you can’t speak in front of an audience – you will look like a fool.” You know that voice… and it has a lot more to say on any number of things – and none of it is good. This is the voice of your inner critic. And it can be dealt with using the power of improvisation! To learn more, and for the complete show notes, visit: petermargaritis.com Resources: Good Therapy: Inner Critic Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
This has been a wild year for all of us. From a leadership perspective, we have to be cognizant of all of the changes that are occuring—as well as how they are affecting our team. We have to be aware of how we are addressing these roadblocks that come up as we continue to navigate the pandemic for the foreseeable future. We may never go back to normal, but we can adapt and create a life that allows us to continue to thrive in whatever environment we are in. That’s why I brought together a superstar team of past guests and leadership experts: Roxanne Kaufman-Elliott, the founder of Roxanne Leadership, and Brian Comerford and Nick Lozano, co-hosts of the highly successful podcast Lead.EXE. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: Podcast: leadexe.com Learn more at: prolaureate.com Roxanne’s LinkedIn: linkedin.com/in/roxanne-kaufman-elliott-4909571 Brian’s LinkedIn: linkedin.com/in/briancomerford Nick’s LinkedIn: linkedin.com/in/nick-lozano-97356621 OBS Studio: obsproject.com S3E1. Ego is Getting in the Way of Empathy with Brian Comerford & Nick Lozano S2E44. Becoming a Better Leader with Roxanne Kaufman-Elliott Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
We all have been on a dysfunctional team. And, when we are, we dread driving to work or zooming in; we dread being part of the team meeting because everyone is talking over each other; we dread dealing with members of the team who are disengaged. There is always one person who thinks they are the smartest person in the room, and they continuously tell everyone. Team members are missing deadlines, making excuses, exhibiting negative body language, and are abundantly clear with their “I don’t care” attitude. No one is being held accountable, and everyone is doing what they think is right, despite what they have been asked or told to do.  I’ve previously touched on using powerful improv exercises to build stronger teams, and I want to add on three more exercises you can use with your team: “Beach ball, bouncy ball, frog, and more,” “Emotions,” and “Yes And to solve a problem.” To learn more, and for the complete show notes, visit: petermargaritis.com Resources: YouTube: Improv Game: Emotions Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
Do you have value issues in your professional and personal lives? Do you derive your value from what you do? Do you say yes to everything? Jeff Koziatek is a nationally recognized speaker, certified life coach, author, award-winning entertainer, and mindset catalyst who wants to help people address the above questions in their lives. After 20 years of work in the entertainment industry producing award-winning films, running an event management company, and acting in movies and television, Jeff started Core Authenticity to help people dream big and achieve those dreams. He believes in the inherent value of each person, he’s passionate about helping people find significance in who they are, and he’s here to help us do the same. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: coreauthenticity.com Instagram: @jugglingjeff LinkedIn: linkedin.com/in/jeffkoziatek Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
Over the past two years, I’ve been doing research on the topic of improvisational leadership. In the book “Getting to Yes And” by Bob Kulhan, he discusses that effective leaders can answer four questions about themselves: Why this? Why now? What do I have to do? What’s in it for me? Bob discusses these questions as if he was to bring the tenets of improvisation into his firm. So why should you consider bringing improv into your organization? Let’s discuss that now. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: Read “Getting to Yes And” Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
At the age of 27, Rachel Richards quit her job and retired, living off of $15,000 a month in passive income from her 40 residential rental units. She’s the author of “Money Honey” and “Passive Income, Aggressive Retirement,” and she has an online course entitled “Get Your Financial Shit Together.”  To learn more, and for the complete show notes, visit: petermargaritis.com Resources: moneyhoneyrachel.com Instagram: @moneyhoneyrachel Read: “Money Honey” Read: “Passive Income, Aggressive Retirement” Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
We were all thrown into this virtual world kicking and screaming—virtual meetings, virtual presentations, and virtual happy hours suddenly becoming the norm. There are a few things to keep in mind when facilitating a virtual meeting or presentation, as well as things to consider when part of the audience. I have eight tips you can use to make sure your virtual meetings and presentations don’t suck. If you follow these tips, you should be well on your way to giving a better and more engaging virtual presentation. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: conferences.io Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
Would you describe your balance sheet as a fortress? Are your products and services properly priced at a profit or are they actually the silent killer of your business? Would you consider yourself someone who can see the future?” If you’re not sure about the answers to any of these questions, you really should be — and Ken "Mr. Biz" Wentworth is going to help you get there. Ken developed his business expertise during 20+ years in leadership positions, advising businesses, from Fortune 15 companies to startups, on how to establish a solid financial path. He is also the author of two bestselling business books that have helped thousands upon thousands of businesses:  “Pathway to Profits” and "How to Be a Cash Flow Pro." If you aren’t sure about the state of your balance sheet, or if you just need to cut down on expenses, Ken has a process you can go through to evaluate it: First, if you don’t have a working balance sheet, create one and put the systems in place to keep it updated. Go through your expenses, line by line, and score each expense from one to three. Three means it has a direct impact on revenue, two means it has an indirect impact on revenue, and one means it has no impact on revenue. The last thing you want to do is reduce expenses that have a direct impact on revenue. Next, go through each line and score them from one to three again, but this time, score each expense in relationship to its impact on customer service. Three means it has a direct impact on customer service, two means it has an indirect impact, and one means it has no impact. Tally up the total of each expense. Protect the fives and sixes, those are the main drivers of revenue, and consider how you can cut any twos or threes substantially or entirely. You might be wondering why Ken prioritizes customer service as much as direct revenue generation, and the answer is pretty simple — 62% of the customers that leave you will leave not due to price but due to customer service issues. “People simply won’t pay a premium for crappy service.” To learn more, and for the complete show notes, visit: petermargaritis.com Resources: mrbizsolutions.com Mr. Biz Radio Twitter: https://twitter.com/mrbiztweets Facebook: facebook.com/MrBizSolutions LinkedIn: linkedin.com/in/mr-biz-wentworth Instagram: https://www.instagram.com/mrbizsolutions/ Read: “Pathway to Profits”  Read: "How to Be a Cash Flow Pro" Listen: “S2E42. Being a Strategic Partner for Businesses with Ken “Mr. Biz” Wentworth” Yahoo Finance: “Top Entrepreneurs You Can’t Miss During Covid-19” Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
What makes a company or corporation great? What makes them truly stand out amongst their competitors? The answer is excellent, innovative, and effective communication. This kind of communication provides productivity, adaptability, stronger relationships, and successful negotiations — and it brings an end to the tired, useless jargon that derails, distracts, and limits every situation. What organizations need is an innovative approach that creates open and effective communication, both internally and externally, during your organization's day-to-day workings. And, believe it or not, that innovative approach is found in the principles of improvisation. It creates a unique, powerful approach that promotes a simpler, more positive, and effective way to communicate, collaborate, and cooperate as a team. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: linkedin.com/in/petermargaritis Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
When was the last time you performed a random act of kindness? Allison Clarke is a certified speaking professional and an expert in leadership and influence. She’s helped thousands around the world break through the barriers to boost profitability, improve productivity, and increase team cohesion. Not your average speaker, Allison consistently challenges both her speakers and herself daily. For over five years, she’s carried out daily acts of kindness with strangers, colleagues, friends, and family. Allison walks her talk. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: allisonclarkeconsulting.com Read: “The Kindness Habit” facebook.com/kindnesshabit linkedin.com/in/allison-clarke-csp-ab53b913 Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
What challenges do you have in building your team? Is your team focused solely on completing tasks? Is the group cohesive together and work together as a well-oiled machine? The landscape of business as we know it continues to change rapidly. What worked today may not work tomorrow, and almost certainly won’t ten years from now. Having the best team to accomplish the fast-paced demands of marketing, productivity, and customer service requires leaders that attract and embody more than just the technical and operational mindset. What’s needed is inspiration, motivation, and creativity. Enter: The improvisation mindset. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: Braveheart Speech: https://youtu.be/TME0xubdHQc Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
Have you ever thought about being an entrepreneur and your business model is documenting your life with your girlfriend and two dogs—and earning a living? Sounds crazy, maybe even impossible… but it’s not! Jordan Kahana has, over the last four years, created content traveling the world with his girlfriend and two pups, Zeus and Sedona (AKA the Adventure Squad), producing photo, video, and interactive digital campaigns with both boutique and major corporations, such as ESPN, NFL, and Pepsi. He shares how consistent work over time was the key to his success, which ultimately allowed him to quit his job and travel for work. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: Instagram: @jordankahana Instagram: @sunnithewestie YouTube: youtube.com/c/JordanKahana Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
Are you looking for a new way to generate ideas to solve your problems? Do you have the culture in place that accepts that all ideas are important ideas? Do you think of yourself as a creative person? What about your team?  David Kelly, CEO of the legendary design firm IDEO, tells us about the importance of building creative confidence. In an experience in elementary school where a classmate was ridiculed by a peer during a project, that classmate shut down and quit the project. We often opt out of creativity due to experiences like this. We tell ourselves we aren’t creative. But it’s not true. It is important for us to understand that we are all creative, and David is here to help remind us. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: "Withum's 2013 State of the Firm Music Video - WS+B Jump On It" Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
Have you ever decided to take a new job during a chaotic period—like a pandemic? How do you transition a team from working in an office to working from home? How determined are you to meet your goal, even if it takes you an extra 100 days? Don Craig, Chief Financial Officer at the engineering firm of Haley & Aldrich, is going to share his story as it relates to those questions. He made the decision to become the CFO of Haley & Aldrich in the mindset of a pandemic, and he talks about the challenges associated with that, including jumping into a team while being completely remote and what they are doing as an organization to work through those challenges. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: linkedin.com/in/doncraig haleyaldrich.com/about-us/our-people/don-craig Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
Everyone has an ego. Some are underdeveloped, others are well developed—and then there are the overdeveloped egos. An overdeveloped ego can, in some cases, ultimately transform into narcissism. Many CEOs have well-developed egos, and businesses need that in their leader. But what if your CEO is narcissistic? A narcissistic CEO stops listening to those around them and does things to feed their ego at the expense of the company. Let’s discuss how you can practice shelving your ego in order to be more collaborative and respectful. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: peter@petermargaritis.com Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
Isaiah Goodman, chief financial advocate at Becoming Financial and founder and CEO of MoneyVerbs, is going to take you on a financial journey to help those who need to better understand the complex world of money. Isaiah’s dream of helping as many people as possible develop financial character has led him to create MoneyVerbs, a new app that allows users to practice how to get rich in a safe way. You can get all of the money knowledge in the world, but at the end of the day, the only way to really figure it out is to practice — and MoneyVerbs creates the safe learning space to do so without risking your livelihood. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: moneyverbs.com twitter.com/goodmani instagram.com/goodmani linkedin.com/in/isaiahgoodman Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
Racism is something you learn over time through your family, your culture, and your environment. The reality of it is that—as hard and shameful as it is to admit—at one point in my life, I was a racist. As I recognized that improv was a leadership philosophy and way of life, my awareness, attitudes, and beliefs changed even more dramatically. The improv concept of “Yes, and” teaches us to suspend our judgment, park our ego, listen to understand, and to be empathetic. It is not about pushing forward a belief just because it’s the way things have always been done. Being silent and not enacting positive change is not the way to create change. We need to hear the conversation for what it is, take the improviser’s mindset to search for a solution instead of creating a divide for our own self-interests. To learn more, and for the complete show notes, visit: petermargaritis.com Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
What can we learn about leadership from someone who grew up in a small town? Natalie Siston is the founder of Small Town Leadership. She takes the lessons she’s learned from small town living and applies them to achieve significant business success. Whether you’re a corporate leader looking for an effective way to motivate today’s workforce, a manager striving to bring out the best in each individual, or someone hoping to make sure your work matters, big success starts by thinking small. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: smalltownleadership.com linkedin.com/in/nataliesiston instagram.com/nataliesiston Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
We all get distracted when we need to be focused. In improv, being present is critical to the success of the ensemble, and in leadership, being present is critical to the success of the business. It’s impossible to remain focused every minute of the day, but there are exercises you can do to become more focused and a better listener, which will in turn make you a better leader. I outline three of these exercises you can do with your teams to be more present. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: Harvard Business Review: "How to Practice Mindfulness Throughout Your Work Day"  Read: "Scale or Fail" Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
Eric and Rebecca Scott are a married couple with the perfect combination of math and writing skills. Eric is a licensed CPA in Kentucky and is a Tax Senior Manager at Ernst & Young, focusing on a wide variety of technical topics. Rebecca, who was an autism behavioral intervention specialist before staying home to raise her two children, is now an accomplished author. Her book “Sensational Kids, Sensational Families: Hope For Sensory Processing Differences” chronicles the research, interventions, and mindset shifts that helped their family through their son’s sensory processing disorder diagnoses. She also directs a local homeschool cooperative organization in which she works hard to accommodate all special needs. And when you think about it, choosing to adapt to an unexpected challenge is the embodiment of improv and creating a supportive community for special needs individuals requires great leadership — so there’s a lot to learn from Eric and Rebecca even if you don’t have any children at all. If you have a kid going through the challenges associated with sensory processing differences, you will want to check out her book. It is packed full of tips and strategies for you to support your child in the best way possible, setting them up for a future that makes them truly sensational. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: sensationalkidssensationalfamilies.com Read: “Sensational Kids, Sensational Families: Hope For Sensory Processing Differences” linkedin.com/in/rebeccaduvallscott linkedin.com/in/eric-d-scott-81231643 facebook.com/groups/SensationalKidsSensationalFamilies Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
Do you listen to respond… or do you listen to understand? In my introduction to improv, I realized I was not that great of a listener. This was largely due to my inflated ego. To be a good listener, you need to adopt the “Yes, and” philosophy. Instead of pulling a conversation away from somebody else and back onto yourself, you need to add to it. There’s no room for ego. Active listening is hard. It takes intention, time, and effort. Start working on strengthening your listening skills every single day. As each day passes, you will become closer to becoming a better listener, developing better relationships, and having more significant impact on the world. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: YouTube: It's Not About The Nail Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
Brannon Poe, the founder of Poe Group Advisors, has been facilitating advisors’ successful accounting practice transitions throughout the US and Canada since 2003. He’s also the creator of Accounting Practice Academy, an eight-week virtual workshop for accounting practice owners. He’s the author of the Account Practice Insights blog and hosts the Accounting Flight Plan podcast with other top thought leaders in the profession. He is also the author of several books, including “Accountant’s Flight Plan” and “On Your Own.” Poe’s company buys and sells CPA firms, which he’s been doing for 17 years now. We talk about why a partner would want to sell their firm, why there’s so much demand for buying and selling right now, as well as a peek inside his Accounting Practice Academy. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: poegroupadvisors.com linkedin.com/in/brannon-poe-65984012/ Accounting Practice Academy Listen: Accounting Flight Plan podcast Read: “Accountant’s Flight Plan” Read: “On Your Own” Change Your Mindset is a production of Crate Media Learn more about your ad choices. Visit megaphone.fm/adchoices
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Podcast Details

Created by
Peter Margaritis, CPA & C-Suite Radio
Podcast Status
Active
Started
Jun 22nd, 2016
Latest Episode
Jan 25th, 2021
Release Period
Weekly
Episodes
186
Avg. Episode Length
About 1 hour
Explicit
No
Order
Episodic
Language
English

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