The Red-Bearded Risk Guy

TBT: Breaking Through Ceilings with Craig Wigginton- top 5 hits 2023

Thank you for listening in 2023! We've got some great new episodes lined up for 2024! Along with the new content, we're doing a TBT series featuring 2023's top 5 greatest hits! It's no surprise that Craig's episode on implementing Gino Wickman's EOS model. Tune in to learn from an expert on the Entrepreneurial Operating System.  Episode Description: Is your company vision on track? Do you have the “right people in the right seats” to get you there? How do you measure progress toward that vision? Today’s The Red-Bearded Risk Guy [https://www.linkedin.com/feed/#] podcast interview is with Craig Wigginton [https://www.linkedin.com/in/craig-wigginton/], a Professional EOS Implementer who specializes in answering those questions and more! He has been involved in the successful growth, scaling and exit of multiple businesses before starting his own coaching company. He describes how he helps Founders and Leaders get clear on “Vision, TractionⓇ, and Healthy” and elaborates on the importance of clarity in 2 major areas - 1) Getting clear on core values in order to shape your company culture, 2) Getting clear on core focuses that are going to drive the day-to-day decisions you make in your business.  Craig runs us through the EOS Model, sharing great insights on its 6 key components! This expert guest gives an excellent overview of Vision, People, Data, Issues, Processes and how all these come together to get TractionⓇ- all based on Gino Wickman’s system and books.  Tune in with your host, the Red-Bearded Risk Guy as we learn a ton from this impressive entrepreneur! Reach out to me- or contact Craig on LinkedIn to schedule your 90-minute session [https://acrobat.adobe.com/link/review?uri=urn:aaid:scds:US:d42a9b26-8f93-3e6d-919c-8b21c6170c16], or to ask any EOS questions you may have.  If you learn something from this conversation, share it with a friend or colleague that will enjoy it! Be sure to subscribe and leave a review on whatever podcast platform you're using!

How to Not Kill Your Business with Erika Andresen

🎙 Exciting News! Episode 20 of The Red-Bearded Risk Guy is LIVE! 🚀 🌟 Title: "How to Not Kill Your Business with Erika Andresen [https://www.linkedin.com/in/keenejoshua/overlay/create-post/#]" Erika is the founder of EaaS Consulting, LLC. and specializes in business continuity and disaster recovery planning. She draws on a variety of interesting experiences to make this complex topic accessible for small to midsized businesses. These experiences include everything from managing actual disasters, including floods in Missouri and wildfires in the western states. At one point, she was responsible for assessing the risk of dropping bombs in combat zones!  She's the author of "How to Not Kill Your Business: Grow Your Business in Any Environment, Navigate Volatility, and Successfully Recover ", a great book for business owners who want to get started, but aren't ready to engage a pro like Erika.  Learn about: - What is business continuity? - The evolving nature of business risk. - How risk management and insurance works together with business continuity 3 ways you can get started with continuity planning for your business: 1.) Get the book here: How to Not Kill Your Business: Grow Your Business in Any Environment, Navigate Volatility, and Successfully Recover When Things Go Wrong [https://www.amazon.com/How-Not-Kill-Your-Business/dp/199018538X ]   2.) Free - How Not to Kill Your Business Worksheet  [https://www.eaasc.com/free-worksheet] 3.) Connect with Erika: EaaS Consulting, LLC [https://www.eaasc.com/services-7ka]

The Swiss Army Knife of Risk and Tax Strategy- 831(b) overview w/ Peter Dawson

The Swiss Army Knife of Risk Resilience and Tax Strategy: Showcasing success stories and case studies of businesses that have harnessed the potential of 831(b) plans for both tax efficiency and risk management. On this episode, we're joined by Peter Dawson, a tax strategy advisor with the  831(b) Institute [https://www.831binstitute.org/] and tax attorney with Prospera.  He gives a great overview of the 831(b) micro-captive policy, which presents a robust solution for businesses seeking comprehensive risk mitigation and tax optimization.  This specialized insurance vehicle extends coverage to traditionally uninsurable risks, providing a bespoke shield against unforeseen challenges. It also serves as an amazing tax saving strategy!  Tune in to discover how Peter helps businesses transform insurance premiums into tax-deductible expenses, affording them a smart route to both risk management and fiscal efficiency.

What the Heck is MarTech? Part 2

In part 2, Kathleen shares her insights on making use of new technologies such as ChatGPT and other AI technologies.  Companies can’t afford to not at least be experimenting with these technologies.  From there, shift our focus to risk management and compliance issues surrounding marketing and your website. We talk about everything from privacy to ADA/WCAG compliance, to cybersecurity.  Complying with things like ADA can be part of your marketing growth strategy. Not doing it doesn’t only put you at risk of compliance issues. You’re also missing out on a whole segment of the population that buys products.  She talks about the risk about not adapting your “go to market” strategies  We wrap up the conversation with an overview of why businesses with MarTech should book an ROI assessment.  Contact Kathleen for a MarTech ROI assessment, or to get help with navigating all the shiny new objects in marketing technology.  Find Kathleen one LinkedIn to book a free MarTech alignment call! [https://www.linkedin.com/in/kathleenvoboril/]

What the Heck is MarTech? W/ Kathleen Voboril Part 1

Today’s guest helped expand Oregon Tool’s E-Commerce program, taking it from $2.5 million to $30 million in global online sales in 4 years! Now, Kathleen Voboril, uses this background  marketing consultant who helps businesses navigate the overwhelming world of marketing technology!  Once again, it comes down to people, processes and technology alignment-this time from a marketing perspective.  She addresses the problem of waste when it comes to buying marketing tools and guides us through the 6 most common issues she identified  People 1. Skills- Making sure staff has the necessary skills to use relevant tech. 2. Attitude - Getting top down buy-in so that users see the value and start using technology. Processes 1. Structure- Getting clear on roles, handoffs etc.  2. Standards- Lack of clarity on objectives and “why we do what we do” Tech 1. Functional fitness- It’s just the wrong tech for the company.  2. Poor Integration/Implementation We learn how important it is to get clear on what marketing means for your specific organization, and why havings an unbiased third party to help select the right tech options can help you avoid common headaches. In part 2, we talk about compliance issues surrounding marketing and your website, from privacy to ADA compliance. Complying with things like ADA can be part of your marketing growth strategy. Not doing it doesn’t only put you at risk of compliance issues. You’re also missing out on a whole segment of the population that buys products. Find Kathleen one LinkedIn to book a free MarTech alignment call! [https://www.linkedin.com/in/kathleenvoboril/] Or, contact me for an intro!