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What if success isnât enough? Many entrepreneurs reach financial freedom only to feel lost. Walter Paulsen, who built a $500M company, shares why wealth alone doesnât bring fulfillment and what truly matters after the exit.Expect real talk on resilience, competition, and finding purpose beyond business. Walter and Jerome Myers break down why some thrive post-exit while others struggleâand how to make sure youâre on the right path. Listen now to discover what makes success truly meaningful.[00:00 - 04:55] - The Nature of Happiness & PurposeHappiness is fleeting, not a permanent stateItâs a byproduct of meaningful work, not wealthChasing money without purpose leads to dissatisfaction[04:56 - 07:30] - Competitive Mindset & Personal GrowthWalterâs sports background shaped his resilienceSelf-competition builds long-term successPhysical challenges enhance mental toughness[07:31] - Building a $500M Business in Four YearsLed Blackhawk Network, pioneering the gift card industrySecured multi-year exclusivity deals before competitors reactedGrowth came from a mix of timing, execution, and partnerships[16:00 - 24:15] - The Exit Paradox: What Happens After the Liquidity Event?Many founders face identity loss post-exitFinancial success doesnât guarantee purpose or fulfillmentThose without purpose often struggle with post-exit happiness[24:16] - Finding the Right Problem to SolveSolving the wrong problem leads to wasted effortSmall bets provide valuable insightsGrit matters, but only in the right direction[32:00 - 41:29] - Transitioning to Coaching & AdvisingWalter shifted from operator to advisorHelps CEOs build strong company culturesLoving your work is key to long-term fulfillmentKey Quotes:âHappiness isnât something you chase; itâs a byproduct of living with purpose.â â Walter PaulsenâSmall bets that donât work out can be valuable because they show you where not to go.â â Walter PaulsenConnect with Walter!LinkedIn: https://www.linkedin.com/in/walterpaulsen/Ready for your next chapter?Start Your Assessment Now đ https://theexitparadox.com/assessmentLeave a Review + Help Others Achieve a Great LegacyIf you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.Your Next is more than a podcastâitâs a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. đ§ Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!Learn more about your ad choices. Visit megaphone.fm/adchoices
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Exiting your business should be a celebration—but why do so many founders feel lost afterward? In this solo episode, Jerome Myers explains the emotional cost of exiting, why money alone isn’t enough, and how to clearly navigate the transition.
Whether you're considering an exit or already on the other side, this episode will help you find purpose beyond the payday.
[00:00] The Founder’s Exit Paradox
Exits aren’t just financial—they're emotional transformations
Many founders feel unexpected emptiness after selling
Your next move matters—success isn’t just about money
[02:00] The Harsh Reality of Selling a Business
Only 2 in 10 businesses that list sell
Most founders assume buyers will line up—but they won’t
Sellability matters—plan ahead or risk regret
[04:00] The Emotional Rollercoaster
Exiting brings loss, grief, and identity shifts
Many founders fear what’s next and hesitate to sell
Clarity is key—know where you're going before you exit
[06:00] Why Money Isn’t Enough
Money can’t replace purpose and fulfillment
Founders struggle with self-image, relationships, and significance post-exit
Avoid regret—build a meaningful next chapter
[08:00] Exit to Excellence: Finding Your Next
Jerome introduces his book, Exit to Excellence
Every founder needs support and strategy post-exit
Plan intentionally—don't just leave, step into something bigger
Key Quotes:
“Only two out of ten businesses that get listed actually sell.” - Jerome Myers
“Your next move should be intentional. Plan for fulfillment, not just a payday.” - Jerome Myers
Ready for your next chapter?
Start Your Assessment Now đ https://theexitparadox.com/assessment
Leave a Review + Help Others Achieve a Great Legacy
If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.
Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence.
đ§ Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
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What’s stopping your business from thriving without you? In this episode, Jerome Myers hosts Adi Klevit, founder of Business Success Consulting Group, to uncover the often-overlooked value of documenting and implementing processes. Adi shares real-life stories of businesses that doubled their value, onboarded employees faster, and achieved true operational freedom—all by putting robust systems in place.
Whether you're planning to sell your business or simply want to reclaim your time, this episode offers actionable insights to ensure your business works for you, not the other way around.
[00:00 - 07:28] The Power of Documentation
Processes are key to scalability and freedom
Knowledge transfer ensures continuity
Documented processes can double business value
[07:29 - 12:56] Building a System-Driven Culture
Processes must be implemented, not just written
Accountability ensures systems are followed
Onboarding can be reduced from months to weeks
[12:57 - 18:24] Process Mapping and Simplifying Complexity
Process mapping reveals inefficiencies
Improved communication reduces delays
Consistency builds internal and external trust
[18:25 - 24:36] Timing Is Everything: When to Document Processes
Start with sales and marketing when new
Documenting helps refine evolving systems
Proof of concept ensures processes work
[24:37 - 32:48] Scaling, Legacy, and Freedom
Processes free founders from daily operations
Buyers value businesses with documented systems
Adi scaled her team by documenting her own processes
Key Quotes:
"There is always a process for everything. It’s simply a matter of capturing it and then creating it." – Adi Klevit
"When you hire someone, they need to know what to do. A documented process ensures they can replicate success every single time." – Adi Klevit
Connect with Adi!
Website: https://bizsuccesscg.com/
LinkedIn: https://www.linkedin.com/in/adiklevit/
Contact Number: 503-662-2911
Ready for your next chapter?
Start Your Assessment Now đ https://theexitparadox.com/assessment
Leave a Review + Help Others Achieve a Great Legacy
If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.
Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence.
đ§ Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
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How do you create a business that builds lasting value and grants you the freedom to live life on your terms? Justin Goodbread, a seasoned entrepreneur with seven successful exits, shares his insights on designing businesses that thrive without your constant involvement. Learn how to build scalable systems, create recurring revenue, and focus on what matters most—your family,
passions, and legacy.
If you’re ready to shift from being indispensable in your business to becoming a legacy builder with a life of purpose and fulfillment, this conversation will show you how. Listen now to discover the mindset and strategies that can transform your journey.
[00:00 - 10:32] Seasons of Entrepreneurship
Embrace the chaos of early entrepreneurship.
Forget balance; focus on a blended life.
Efficiency grows by knowing your strengths.
[10:33 - 20:48] Mastering Efficiency and Delegation
Review tasks to find what aligns with your strengths
Delegate low-value activities to save time
Focus on high-impact tasks for growth
[20:49 - 30:44] Creating Transferable Business Value
Build systems so your business runs without you.
Create recurring revenue for sustainability
Make your business scalable and investor-ready
[30:45 - 40:28] The Fulfillment Equation: Life After Exit
Define your purpose with unlimited time and resources
Find identity outside of your business
Fulfillment comes from serving and leaving a legacy
[40:29 - 50:21] Legacy Beyond Business
Build systems that empower others
Prioritize relationships and mentorship
Align your work with your core values
Key Quotes:
“There’s no such thing as balance; there’s a blended life where you’re present in every season.” - Justin Goodbread
“If you had unlimited time and resources, what would you do tomorrow that you’re not doing today?” - Justin Goodbread
Connect with Justin!
YT Channel: https://www.youtube.com/@JustinGoodbread
Instagram: https://www.instagram.com/justingoodbread
Ready for your next chapter?
Start Your Assessment Now đ https://theexitparadox.com/assessment
Leave a Review + Help Others Achieve a Great Legacy
If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.
Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence.
đ§ Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
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How much is your reputation worth, and how does it impact your future? In this inspiring conversation, Dave Fulk unpacks the power of personal and business reputation in shaping success. From his entrepreneurial beginnings to partnering with top industry leaders, Dave shares valuable lessons on resilience, leadership, and building a purposeful legacy.
Listeners will learn the art of creating a strong online presence, hiring A-players who drive excellence, and understanding the key differences between branding and marketing. Expect actionable insights on how your reputation can influence business valuation, attract the right opportunities, and secure long-term growth.
[00:00 - 03:04] A Million-Dollar Wake-Up Call
Waking up is worth more than a million dollars
Adopting the "best day of my life" mindset
Resilience and positivity are keys to success
[03:05 - 07:04] From Shoveling Snow to Sitting on Boards
Dave’s snow-shoveling business and early teamwork
Discovering entrepreneurial instincts
Partnering with Kevin Harrington from Shark Tank
[07:05 - 14:31] Building Dream Teams and A-Players
Hiring A-players and defining their traits
Building a purpose-driven culture
Fostering continuous improvement in teams
[14:32 - 25:15] The Difference Between Branding and Marketing
Marketing is what you say; branding is what others say
The "city block" analogy for reputation management
Importance of online visibility and trust
[25:16 - 35:19] Reputation’s Impact on Business Valuation
Reputation accounts for 20% of a company’s valuation
Challenges in hiring for poorly reputed companies
Building trust for long-term business success
[35:20 - 47:52] Lessons in Lifelong Learning and Resilience
Lifelong learning, persistence, and curiosity
Resilience as a cornerstone of growth
Dave’s mantra: "Act like waking up is worth a million dollars"
Key Quotes:
"If waking up tomorrow is worth more than a million dollars, act like it." - Dave Fulk
"You don’t hire A-players just to do a job; you hire them to challenge the status quo." - Dave Fulk
Connect with Dave!
Website:https://www.davefulk.com/
LinkedIn: https://www.linkedin.com/in/davefulk/
Ready for your next chapter?
Start Your Assessment Now đ https://theexitparadox.com/assessment
Leave a Review + Help Others Achieve a Great Legacy
If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.
Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence.
đ§ Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
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Have you ever considered what comes next after stepping away from the grind of running a business? Jerome Myers, America's leading exit authority, dives deep into the journey of navigating life beyond the exit. From understanding the emotional shifts to embracing new opportunities, Jerome reveals the tools and insights to thrive in your next chapter. This episode explores the transformative Neo Transition Assessment, inspired by the philosophy of The Matrix. It helps uncover how your unique personality can guide you through change with clarity and confidence.
Whether you're planning your next step or simply curious, this episode invites you to step into a future aligned with your dreams.
[00:00 - 02:07] Welcome & Overview
Introduction to Jerome Myers, host Matt Halloran, and the concept of life after business exits
The purpose of the NEO Transition Assessment is to understand post-exit challenges
[02:08 - 06:07] Origins of the Assessment
Why did Jerome develop the assessment and its unique focus on exits as transformational opportunities?
Insight into the emotional and strategic hurdles of life transitions
[06:08 - 10:15] The Matrix & Archetypes Explained
The influence of The Matrix on the six archetypes: Neo, Oracle, Morpheus, Trinity, Architect, and Agent Smith
How these archetypes create a shared language for growth and coaching relationships
[10:16 - 20:59] Exploring the Archetypes in Depth
Characteristics of each archetype and their relevance in handling change and uncertainty
Jerome’s reflection on his Morpheus archetype and its guiding role
[21:00 - 29:02] The Six Centers of Doubt
Self-image, relationships, work, health, prosperity, and significance: the key areas impacted during transitions
How the NEO Transition Assessment offers personalized insights for navigating these challenges
[30:03 -35:12] Who Should Take the Assessment?
This assessment is valuable for anyone at a crossroads, especially entrepreneurs preparing for an exit
The importance of clarity and preparation in navigating the Founders Exit Paradox
Key Quotes:
"The Neo Transition Assessment helps uncover the tools you need to navigate what's next with confidence." - Jerome Myers
"Stepping into the wilderness of the unknown is where true growth begins." - Jerome Myers
Ready for your next chapter?
Start Your Assessment Now đ https://theexitparadox.com/assessment
Leave a Review + Help Others Achieve a Great Legacy
If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.
Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence.
đ§ Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
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Is the end of your business indeed the end of your story—or could it be the beginning of your legacy? Your Next challenges you to reimagine what comes after the sale, exploring how to transition with purpose and embrace the possibilities of your next chapter. Jerome Myers introduces the transformative NEXT framework—Nourish, Evaluate, Explore, and Transcend—and offers insights into overcoming the Founder's Exit Paradox. Expect engaging stories, actionable strategies, and a roadmap to designing a life that reflects your values and aspirations beyond the business world.
Ready to discover what’s next for you? Listen to Your Next and begin your journey to excellence. Tune in now!
[00:00 - 03:04] Opening Thoughts and Eradicating Suffering
Introduction to the concept of exiting to excellence
Why is the founder suffering post-exit unnecessary?
Jerome’s mission is to help founders avoid regret and transition purposefully
[03:05 - 08:16] Introducing the NEXT Framework
The NEXT framework stands for Nourish, Evaluate, Explore, and Transcend
Nourish: Recognize accomplishments and assess transferable skills
Evaluate: Conduct a gap analysis and strategize resource deployment
[08:17 - 14:08] Exploration and Overcoming the Exit Paradox
Explore: The journey of refining goals amidst uncertainty
The role of identity separation between founders and their businesses
Transcend: Becoming the next best version of yourself post-exit
[14:09 - 21:04] The Eight Exits of a Founder
From leaving corporate America to achieving work-optional status
Chairman of the Board: A crucial intermediary step before full exit
Building a post-exit portfolio for financial sustainability and purpose-driven philanthropy
[21:05 - 28:48] Designing a Legacy
Shifting focus from financial gain to lasting legacy
Insights into avoiding existential crises post-exit
How Jerome’s framework ties into his book, coaching program, and podcast evolution
Key Quotes:
"Exiting isn't the end; it's a portal to your personal evolution." - Jerome Myers
"Your legacy starts where your business ends." - Jerome Myers
Leave a Review + Help Others Achieve a Great Legacy
If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.
Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence.
đ§ Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
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What does it mean to truly listen? In this thought-provoking conversation, Jerome Myers hosts Matt Halloran, author of Shut the F** Up and Listen*. Together, they uncover the transformative power of listening—not just hearing but engaging deeply to connect, persuade, and transform.
They explore the differences between manipulation and persuasion, dive into practical techniques for improving communication, and reflect on how engaged listening can create meaningful relationships, foster understanding, and even combat loneliness. Whether you're a leader, a salesperson, or someone seeking richer connections, this episode offers actionable insights for a more intentional approach to listening.
[00:00 - 05:48] The Power of Listening
Difference Between Manipulation and Persuasion: Techniques overlap, but intent defines their ethical use
Listening as a Skill: It’s not just innate-like a muscle, it requires deliberate practice
Foundations of the Book: Inspired by personal experiences and a passion for communication
[05:49 - 12:15] Archetypes of Listening
Skydivers vs. Scuba Divers: Depth and style of engagement vary by individual
Practical Applications: Tailoring communication depth to the audience
Listening as Observation: Recognizing others' styles to foster better interactions
[12:16 - 18:39] Engaged Listening in Action
The Concept: Inspired by Thich Nhat Hanh’s engaged Buddhism, applied to listening
Types of Listening: Understanding and practicing seven styles for fluid communication
The Power of Presence: Techniques like eye contact, pace adjustment, and active empathy
[18:40 - 26:07] Listening to Persuade
Persuasion vs. Manipulation: Using listening ethically to guide and inspire
Stories of Contrast: Lessons from Matt’s manipulative father vs. empathetic mother
Leadership Implications: Making team members feel heard fosters loyalty and productivity
[26:08 - 34:54] Addressing Loneliness through Listening
Loneliness Epidemic: Especially among men, due to societal expectations
Social Media’s Void: The lack of authentic engagement online
Solutions Through Listening: Building deeper relationships by practicing vulnerability and presence
Key Quotes:
“Listening well is directly tied to the level of self-awareness you have.” – Jerome Myers
“Stop listening to respond and learn how to listen to listen.” – Matt Halloran
Connect with Matt!
Website: https://proudmouth.com/
LinkedIn: https://www.linkedin.com/in/matthalloranpm/
Book (Shut the F** Up and Listen): https://a.co/d/7H0M452
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What defines you when the roles you've played are stripped away? Join guest host Matt Halloran and co-host Jerome Myers on a compelling exploration into the power of self-knowledge during life's transitional phases. This episode unveils a groundbreaking personality assessment tool for those moving beyond their business careers. Listeners will gain unique insights as Jerome and Matt compare this new tool to conventional assessments like Myers-Briggs, emphasizing its tailored approach for individuals facing major life changes. The discussion also touches on understanding your enduring traits and how they can anchor your post-exit identity.
Tune in to uncover strategies for self-actualization and legacy building, ensuring you're not just surviving your next phase but thriving with purpose and clarity.
[00:00 - 07:22] Self-Reflection and Personality Assessments
Importance of self-reflection in personal and professional growth
Introduction to a new personality assessment tool designed for individuals post-business exit
Comparison of this tool with traditional assessments like Myers-Briggs
[07:23 - 15:35] Developing and Utilizing the Personality Tool
Insights into the development process of the personality tool
Explanation of the six archetypes within the tool: Neo, Morpheus, Trinity, Oracle, Architect, and Agent Smith
Real-life applications of the tool in understanding post-exit challenges
[15:36 - 24:22] Archetypes and Their Impact on Post-Exit Life
Deep dive into the six archetypes and their relevance to users
How these archetypes help predict and align with post-exit realities
Stories and examples illustrate the practical use of these archetypes in real-world scenarios.
[24:23 - 32:01] Feedback and Adjustments to the Tool
Feedback from initial users and subsequent adjustments to the tool
Discussion on the absence of negative traits in the assessment will focus on strengths
The tool’s role is to aid users in navigating their new identities and futures
[32:02 - 37:07] Closing Thoughts and Call to Action
Encouragement to embrace the assessment for personal clarity and preparation for the future
It is important to understand one's deeper self through the evaluation
Final thoughts on the potential impact of the tool on listeners' lives and futures
Key Quotes:
"The most successful people in the world, not just in business but in life, spend a substantial amount of that life in self-reflection, understanding who they are and what makes them tick." - Matt Halloran
"Even though you are exiting your business, the anchors of your personality aren't going to go away." - Jerome Myers
Connect with Matt!
Website: https://proudmouth.com/
LinkedIn: https://www.linkedin.com/in/matthalloranpm/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What happens when your identity is deeply tied to your business? How do you plan an exit that protects your company and your sense of self? Jerome Myers and Matt Halloran explore the “Founder’s Exit Paradox” and the challenges of stepping away from a business while asking: What’s next when the company no longer defines you?
Jerome shares stories from his workshop with Sri Lankan business leaders, tackling identity, legacy, and the importance of planning a purposeful exit. Whether you’re years away from exiting or nearing the decision, this episode offers the strategies and insights to guide you toward a future filled with meaning.
[00:00 - 04:51] Small Shifts, Big Impact
Tiny decisions, significant changes: Small shifts lead to significant outcomes
Sri Lanka insights: Lessons from family businesses
Legacy views: U.S. vs. Sri Lankan perspectives
[04:52 - 10:07] Legacy Resistance and The Founder's Exit Paradox
Legacy pushback: Some resist the concept of legacy
Identity struggle: Entrepreneurs find it hard to separate from their business
Exit challenge: Unraveling identity is necessary but difficult
[10:08 - 15:28] Shedding Business Identity
The descent: Shedding business identity like layers
New passions: Sri Lankan entrepreneur pursues racing
Exploring purpose: Finding passions outside of work
[15:29 - 22:00] Passion Projects and Creating Value
Passions to legacies: Passion projects leave a lasting mark
Rewarding work: Passion-driven efforts can be more fulfilling
Purpose focus: Solve bigger problems after exiting
[22:01 - 28:15] The Importance of Exit Planning
Exit strategy: Critical like estate planning
Three exit options: Sell, close, or pass down
Avoid chaos: Poor planning leads to messy transitions
[28:16 - 33:16] Final Thoughts and Next Steps
Think ahead: Plan long-term for your exit
Reverse success: Work backward from your goal
Assessment insights: Jerome’s tool helps business owners prepare
Key Quotes:
“Small shifts over time can make humongous changes, not just in that person's life, but also in the world.” - Matt Halloran
“Founders often wrap their identity up in the business, and unraveling that is one of the hardest parts of the exit.” - Jerome Myers
Connect with Jerome!
LinkedIn: https://www.linkedin.com/in/jeromemyers/
Instagram: https://www.instagram.com/coachjeromemyers/
Post Exit Personality Assessment
Link: https://theexitparadox.com/assessment
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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How can discovering and sharing your uniqueness authentically transform your personal brand and impact the world? Jerome Myers and Alan McLaren dive into the essence of personal branding, exploring how unlocking your "Brand DNA" can help you build trust, foster meaningful connections, and align your online presence with your true self.
Through powerful stories and practical strategies, Alan reveals how giving authentically and embracing your individuality can open doors to opportunities and deeper relationships. Tune in to uncover how to harness your uniqueness and create a brand that truly reflects who you are.
[00:00 - 03:35] The Power of Personal Branding
Personal branding builds trust quickly and fosters meaningful connections
"Speed of trust" through personal branding leads to deeper relationships
Finding your uniqueness is key to serving others effectively
[03:36 - 11:11] Discovering Your Brand DNA
Start with introspection to uncover your unique qualities
The "Brand DNA" exercise aligns self-perception with how others see you
Authenticity is crucial—stop wearing "masks" and embrace your true self
[11:12 - 18:23] Giving as a Brand Philosophy
Adopt a "give, give, give" mindset in a world focused on transactions
Knowing your audience and balancing interactions with "takers" is essential
Authentic giving builds trust and creates a lasting impact on others
[18:24 - 25:45] Overcoming Fear and Taking Action
Fear is irrational—most concerns never materialize
Begin small: start with comments and engagement to ease into content creation
Practice builds confidence; you don’t need perfection to make an impact
[25:44 - 42:59] Practical Strategies for Branding
Batch content creation to maintain consistency and improve efficiency
Match your content format to your platform for optimal engagement
[42:00 - 47:24] What’s Next for You?
Personal branding unlocks potential, not just visibility
Leaders and entrepreneurs should see branding as a tool for impactful transitions
Begin with small steps; grow and refine as you gain confidence
Key Quotes:
"Your personal brand is what people say about you when you’re not in the room." - Alan McLaren
"If you don’t do anything, nothing will change. The first step is always yours to take." - Jerome Myers
Connect with Alan!
Website: https://strataoriginals.com/
LinkedIn: https://www.linkedin.com/in/alanmclaren/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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Is wealth a means to happiness or a barrier to a fulfilling life?
This provocative question sets the stage for an enlightening conversation between Jerome Myers and Dr. Daniel Crosby, a leading authority on behavioral finance. Together, they unpack the paradox of wealth, exploring why money often feels like the ultimate goal yet rarely delivers the satisfaction we expect.
Through stories, scientific insights, and practical frameworks like the PERMA model for human flourishing, the discussion reveals the hidden costs of chasing financial success and the transformative power of aligning wealth with purpose, relationships, and growth.
[00:00 - 06:32] Liquid Happiness: The Psychology of Money
Money is valued for its measurability
We treat money like "liquid happiness"
Achieving financial goals often feels hollow
[06:33 - 16:08] The PERMA Model: A Framework for Flourishing
Positive emotions and engagement foster happiness
Relationships and meaning are essential for growth
Losing purpose post-exit impacts well-being
[16:09 - 30:28] The Biology of More: Why We Strive Relentlessly
Evolution drives us to want more
Hedonic adaptation makes wealth less impactful
Pursue meaningful goals for lasting joy
[30:29 - 39:52] Money and Happiness: What the Research Reveals
Happiness increases with income up to $100,000
Spending on experiences and giving brings joy
Avoiding unpleasant tasks boosts satisfaction
[39:53 - 50:08] Aligning Wealth with Purpose: The Path to True Fulfillment
Purposeful spending leads to better decisions
Wealth should deepen relationships and growth
Reflecting on “why” enriches outcomes
Key Quotes:
"Generosity is the path to abundance—it’s true in every major faith and backed by psychological research." - Dr. Daniel Crosby
“The key isn’t wanting less—it’s wanting differently." - Dr. Daniel Crosby
Connect with Dr. Daniel!
Website:https://www.linkedin.com/in/danielcrosby
Book: The Soul of Wealth - https://a.co/d/47R5m5X (Amazon)
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What if trust is more than a skill—what if it’s a way of life? How does real trust shape our relationships and legacy? Jerome Myers and Charlie Green explore the essence of trust and why it matters in business and beyond. Charlie, the author of The Trusted Advisor, breaks down the "Trust Equation" and shares how credibility, reliability, intimacy, and self-orientation can transform connections. Hear why he sold his business without a contract, relying on trust alone, and why some professionals naturally earn trust while others struggle.
Join Jerome and Charlie to learn how to build genuine, lasting trust. Listen now for insights you can use in every relationship.
[00:00 - 08:08] - Building a Trusted Advisor
Trust as Reciprocal: Trust requires risk from both sides
The Trust Equation: Credibility, Reliability, Intimacy, Self-Orientation
Focus on Others: Self-orientation can hinder trust
[08:09 - 15:08] - Exploring Intimacy in Trust
Importance of Intimacy: Crucial for trust-building
Gender and Trust: Women excel in intimacy scores
Trusted Professions: Nurses' top trust rankings
[15:09 - 22:16] - Creating and Selling Trusted Advisor Associates
Genuine Trustworthiness: Focused on real trust over image
Contract-Free Sale: Sold the business based on trust alone
Trust-Based Sales: Prioritizing trust over brand
[22:17 - 32:08] - Scaling a Trust-Based Business
Replicable Model: Built a framework for others to use
Transitioning Leadership: From “Charlie Show” to a team-based model
Pricing Strategy: Premium for senior expertise
[32:09 - 39:14] - Reflections on Trust and Legacy
New Ventures: Launching Breaking Good for storytelling
Trust in Life: The lasting value of trust
Parting Advice: Adaptability and staying true to values
Key Quotes:
"Ad agencies don’t create the most enduring brand—it’s built by people who live the values." - Charlie Green
"You can have all the credibility in the world, but without true connection, trust falls short." - Jerome Myers
Connect with Charlie!
Website: https://trustedadvisor.com/
LinkedIn: https://www.linkedin.com/in/charleshgreen/
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Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What if achieving your ultimate business goals isn’t the end but just the beginning of a new journey? In this compelling conversation, Jerome Myers and David Rodnitzky dive into the reality of building, scaling, and ultimately exiting a successful business. David reveals what it’s like to reach the pinnacle, only to face new challenges: redefining success, handling the emotional weight of leaving something he built, and finding purpose beyond profit. Expect to hear insights on resilience, identity shifts, and the deeper meaning of success that often goes unnoticed in entrepreneurial journeys.
Tune in to hear this honest and inspiring exploration of what it truly means to “make it” in life and business.
[01:20 - 05:19] The Birth of a Business
David’s beginnings: launching his agency in 2008 without any exit strategy
Navigating the Financial Crisis with a Lean Startup Model
How early expertise in Google advertising became a differentiator
[05:20 - 12:59] Scaling Through Relationships and Reputation
Building a client base through connections with venture capitalists
David’s “triangulation” strategy for becoming a top choice in Silicon Valley
Learning to create new categories to become the best in a niche
[13:00 - 19:32] Facing the Challenges of Rapid Growth
Hiring challenges and learning to delegate: David’s first hire turned partner
Acquiring complementary skills through smart hires and acquisitions
How scaling strained the agency’s unique culture and original goals
[19:31 - 37:33] The Sale, Buyback, and Resale: A Rollercoaster of Exits
Selling to a strategic buyer, only to buy back the business and scale again
The stresses of managing earnouts, valuations, and investor relations
Navigating the identity crisis and emotional turmoil post-exit
[37:44 - 53:50] Finding Purpose After the Exit
David’s journey through burnout and Self-reflection post-sale
Embracing yoga, meditation, and philanthropic ventures for fulfillment
Lessons on redefining self-worth beyond career achievements
Key Quotes
“I learned in the client services world that a good relationship with bad results is better than a bad relationship with good results.”â - David Rodnitzky
"Many people don’t know that transcendence exists... it’s not really about the money; there’s so much more to life than that." - Jerome Myers
Connect with David!
Website: https://www.3qdept.com/
LinkedIn: https://www.linkedin.com/in/davidrodnitzky/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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When you reach the peak—exit your business and achieve financial freedom—what comes next? Alex Bean, co-founder of Divvy, shares his personal journey through the highs and challenges of “making it.” In this episode, he reveals the four stages that follow a major success—Honeymoon, Loss, Experimentation, and Reinvention—and offers a fresh perspective on using wealth for lasting impact.
Listen in as Alex and Jerome Myers discuss how money can amplify who we are and explore what it takes to build a meaningful legacy. Join us to gain valuable insights on transforming success into a powerful force for good.
[02:00 - 09:15] Understanding True Identity Beyond Career
Building a personal identity separate from professional roles
Recognizing the value of family, faith, and friendships
Knowing the difference between who you are and what you do
[09:16 - 17:55] The Four Phases Post-Exit
Honeymoon: The initial joy and freedom post-exit.
Loss: Coping with feelings of purposelessness
Experimentation: Exploring new interests to find meaning
Reinvention: Discovering a new direction and purpose
[18:56 - 27:35] Lessons from Building and Selling Divi
Reflecting on the growth and exit journey of Divi
Leveraging business strengths to get the best deal
Managing personal identity changes after the exit
[27:36 - 34:47] The Concept of a “Factory for Good”
Using wealth and influence for positive societal impact
Shifting the “factory output” from money to good
Setting boundaries to prevent entitlement within family wealth
[34:48 - 38:26] Cultivating Independence and Purpose in the Next Generation
Instilling financial responsibility through “The Bank of Mom and Dad”
Encouraging self-reliance to prevent entitlement
Building a meaningful legacy through community and family values
Key Quotes:
"We owe it to ourselves and our families to use success as a factory for positive change." – Alex Bean
"Money shouldn't be the only output. We should create an output that improves the human experience." - Jerome Myers
Connect with Alex!
Website: https://freshconsulting.com/
LinkedIn: https://www.linkedin.com/in/alexbean/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What truly defines a prosperous life? Is it the wealth you accumulate or the impact you make on others? Jerome Myers invites you to question traditional ideas of success as he explores the value of intentional living, purpose, and leaving a legacy that uplifts others. Through compelling personal stories and practical insights on balancing time, talents, and meaningful connections, Jerome challenges you to think beyond material gains.
Expect to uncover why genuine impact often outweighs income and how living aligned with your purpose can make every encounter meaningful. Tune in to discover how you can create a life that resonates with significance.
[00:00 - 01:19] Setting the Scene: Seeking Significance
Reflecting on the power of community and shared values
Success, for Jerome, means making a positive impact
Invites listeners to pursue big dreams and self-actualization
[01:20 - 05:03] Reflections from Hawaii: Time and Legacy
The family trip provides space to unplug and reflect
The “Losing your marbles” exercise underscores time’s value
Shares a story about keeping promises and dependability
[05:04 - 10:23] Self-Identity and Standards
Discusses how self-image shapes behavior
Encourages setting personal standards as a “thermostat”
Importance of showing up intentionally for others
[10:24 - 17:51] Wealth, Giving, and Return on Life
Balancing time, talent, and treasure in life
Advocates for giving and witnessing impact firsthand
Shifts focus from wealth to meaningful experiences
[17:52 - 22:31] Running Your Race
Emphasizes concentration on personal goals, not comparisons
Lessons from his journey highlight patience and perseverance
Stresses valuing the journey over rushing to the end
[22:32 - 24:10] Preparing for Mastermind: Building a Legacy
Jerome invites listeners to his upcoming mastermind
Importance of growth through shared insights and community
Reaffirms the value of pursuing dreams and building legacy
Key Quotes:
Run your race. Keep your eye on your prize. Once you start looking left and right, you’ll get distracted and may miss your opportunities and your mark. - Jerome Myers
Imagine calling yourself prosperous when you have a lot of money but lack time or the ability to use your talents. - Jerome Myers
Connect with Jerome!
LinkedIn: https://www.linkedin.com/in/jeromemyers
Instagram: https://www.instagram.com/coachjeromemyers/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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How can a leader step away from the company they’ve built without losing their sense of purpose or identity? In this conversation, Robert Glazer shares his unique approach to business exits. Rather than abruptly walking away, Robert took a gradual approach to stepping down from his role as CEO. He discusses the emotional and strategic challenges of slowing down, the importance of succession planning, and how to find purpose beyond leadership. What happens when the hustle ends? How can you transition smoothly without losing your sense of self?
Listen to this episode to hear Robert’s insights on creating a thoughtful exit plan that prioritizes personal well-being and business success.
[00:00 - 03:03] Welcoming Robert and Intentional Focus
How perception shifts with an intentional focus in business and life
Setting the stage for discussions on business exits and transitions
[03:04 - 08:07] Robert’s Exit Strategy and Succession Planning
Phased exit from Acceleration Partners and preparing personally
Steps Robert took to ensure a smooth, ego-free leadership handover
[08:08 - 16:31] Finding the Right Financial Partner
Criteria for selecting the right financial partner for growth
It is important to align values and cultural fit with the company’s future
[16:32 - 24:45] The Emotional Impact of Exiting
Coping with the loss of leverage and identity after stepping down
Robert found a new purpose through writing and speaking
[24:46 - 34:59] Health and Well-Being After Deceleration
The mental and physical toll of slowing down after years of hustle
Practical advice for founders managing this transition
[35:00 - 45:07] Lessons and Final Thoughts
How time off improved Robert’s well-being and shifted his focus
The importance of health, family, and planning for the future
Key Quotes:
“The people who thought they could just walk away on day one are usually unhappy. You need to plan a gradual exit.” - Robert Glazer
“When I realized I didn’t want to run this business forever and it was getting too big, I knew I needed a partner to allow for a gradual drawdown.” - Robert Glazer
Connect with Robert!
Website:https://robertglazer.com/
LinkedIn: https://www.linkedin.com/in/glazer/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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Is the most challenging part of running a business knowing when—and how—to let it go? Laurie Barkman, a business transition expert, helps entrepreneurs tackle the challenges of preparing their businesses for exit. She reveals why most businesses fail to sell and what owners can do to avoid this fate. Laurie and Jerome discuss the emotional and practical sides of exiting, offering actionable steps to ensure your business thrives without you.
Ready to find out how to exit on your terms? Listen now to discover how you can prepare for a smooth, successful transition.
[00:00 - 04:08] Welcome to the Sherpa Journey
Jerome introduces Laurie Barkman as a "business Sherpa"
Laurie defines what a "business Sherpa" does for entrepreneurs
[04:09 - 09:36] The Hard Truth About Business Exits
Most business owners need to prepare for exit
Only 2 out of 10 businesses that intend to sell do
[09:37 - 14:48] Increase Business Value While You Still Run It
Laurie compares improving a business to renovating a house
Owners should focus on creating value while still in control
[14:49 - 20:32] Overcoming Emotional Attachments
Laurie shares stories of owners who resist selling
Emotional ties to businesses often prevent logical decisions
[20:33 - 25:44] When Is a Business Truly Exit-Ready?
Preparing for an exit can take up to a year or more
Exit readiness requires financial, legal, and operational planning
[25:45 - 31:36] The Power of Planning: It’s a Marathon
Exiting is a marathon, not a sprint
Predictability and stability make businesses more attractive to buyers
Key Quotes:
"Exit shouldn’t be a dirty word. It’s a transition – a movement from one stage to another." – Laurie Barkman
"Predictability and stability lead to the best valuations when it's time to sell a business." – Jerome Myers
Connect with Laurie!
Website: https://thebusinesstransitionsherpa.com/
LinkedIn: https://www.linkedin.com/in/lauriebarkman/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What happens when your identity is deeply tied to your business? How do you plan an exit that protects your company and your sense of self? Jerome Myers and Matt Halloran explore the “Founder’s Exit Paradox” and the challenges of stepping away from a business while asking: What’s next when the company no longer defines you?
Jerome shares stories from his workshop with Sri Lankan business leaders, tackling identity, legacy, and the importance of planning a purposeful exit. Whether you’re years away from exiting or nearing the decision, this episode offers the strategies and insights to guide you toward a future filled with meaning.
[00:00 - 04:51] Small Shifts, Big Impact
Tiny decisions, significant changes: Small shifts lead to significant outcomes
Sri Lanka insights: Lessons from family businesses
Legacy views: U.S. vs. Sri Lankan perspectives
[04:52 - 10:07] Legacy Resistance and The Founder's Exit Paradox
Legacy pushback: Some resist the concept of legacy
Identity struggle: Entrepreneurs find it hard to separate from their business
Exit challenge: Unraveling identity is necessary but difficult
[10:08 - 15:28] Shedding Business Identity
The descent: Shedding business identity like layers
New passions: Sri Lankan entrepreneur pursues racing
Exploring purpose: Finding passions outside of work
[15:29 - 22:00] Passion Projects and Creating Value
Passions to legacies: Passion projects leave a lasting mark
Rewarding work: Passion-driven efforts can be more fulfilling
Purpose focus: Solve bigger problems after exiting
[22:01 - 28:15] The Importance of Exit Planning
Exit strategy: Critical like estate planning
Three exit options: Sell, close, or pass down
Avoid chaos: Poor planning leads to messy transitions
[28:16 - 33:16] Final Thoughts and Next Steps
Think ahead: Plan long-term for your exit
Reverse success: Work backward from your goal
Assessment insights: Jerome’s tool helps business owners prepare
Key Quotes:
“Small shifts over time can make humongous changes, not just in that person's life, but also in the world.” - Matt Halloran
“Founders often wrap their identity up in the business, and unraveling that is one of the hardest parts of the exit.” - Jerome Myers
Connect with Jerome!
LinkedIn: https://www.linkedin.com/in/jeromemyers/
Instagram: https://www.instagram.com/coachjeromemyers/
Post Exit Personality Assessment
Link: https://theexitparadox.com/assessment
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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What happens when you sell the business that defines you? Can financial success replace personal fulfillment? In this episode, Michael Silva shares his journey from building a thriving physical therapy practice to facing the emotional challenges of stepping away.
Expect real stories about preparing your business and yourself for an exit and finding purpose in the next phase of life. This episode offers essential insights if you're a business owner or entrepreneur considering your exit. Are you truly ready? Listen to find out!
[00:00 - 08:15] Michael Silva & The Identity Crisis
Michael reflects on how his identity was tied to his role as a business owner
Selling the business forced him to confront an emotional void he wasn’t prepared for
[08:16 - 16:23] Building the Practice and Team
He describes the struggles of starting his practice and the importance of early key hires
Growing a team and expanding operations were essential to the business's success
[16:24 - 25:03] Preparing for the Exit
Michael explains how stepping back from revenue generation made the business more attractive to buyers
Systems and a strong team allowed the business to run without his daily involvement
[25:04 - 33:19] Emotional Toll of Selling
Selling the business left Michael feeling disconnected, even though he had prepared logistically
Support from family helped him cope with the emotional aftermath of the sale
[33:20 - 41:11] Starting A New Chapter
Michael talks about transitioning to coaching and the challenge of imposter syndrome
Helping others succeed brought him a new sense of fulfillment post-exit
[41:012 - 41:48] Reflections on Fulfillment
Financial success from the sale didn’t immediately lead to personal fulfillment
Preparing both emotionally and financially is crucial for a successful transition
Key Quotes:
"The financial part of selling a business is only half the story—the emotional toll is what I wasn’t prepared for." - Michael Silva
"What I see most people do is get the business exit-ready, but they don't get themselves exit-ready." - Jerome Myers
Connect with Michael!
LinkedIn: https://www.linkedin.com/in/michaeljsilva-pt-consultant/
Website: https://michaeljsilva.com/
LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.
Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/
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