Episode 192 - Rethinking Work: Install an Organizational Operating System with Joe Olwig and Shaun Lee
Joe Olwig and Shaun Lee are the co-founders of 6 Levers – an organizational consulting firm known for their 6 Levers framework. They are also co-authors of the best-selling book, "At the Heart of Work: Rethinking what it takes to build organizational health with the 6 Levers Framework."Prior to co-founding 6 Levers, Joe served as the VP of Organizational Solutions at Mission Matters Group. He holds dual master’s degrees in business administration and education leadership from Saint Louis University.Shaun previously served as COO of Haven for Hope, the largest homeless services campus in the U.S. He earned an MBA from the University of Texas, San Antonio.SHOW SUMMARY In this episode of the Disruptive Successor Show, host Jonathan Goldhill welcomes Joe Olwig and Shaun Lee, founders of 6 Levers, to discuss their innovative framework outlined in their book, "At the Heart of Work: Rethinking What It Takes to Build a Healthy Organization." The conversation delves into the six essential levers—Identity, Leadership, Focus, Rhythm, Cohesion, and Momentum—that form a comprehensive system for improving organizational health and performance. Highlighting case studies and practical steps, this episode offers invaluable insights for leaders in family businesses, startups, and rapidly growing companies looking to create more engaged, resilient, and profitable organizations.KEY TAKEAWAYSSix Essential Levers for Organizational Health: Joe Olwig and Shaun Lee discuss their framework from the book At the Heart of Work, which focuses on six key levers:IdentityLeadershipFocusRhythmCohesionMomentumComprehensive System for Improvement: These six levers form a holistic approach to enhancing organizational health and performance, providing leaders with a structured way to address key challenges.Practical Insights for Leaders: The episode includes practical steps and case studies to demonstrate how these levers can be applied to improve engagement, resilience, and profitability in organizations.Target Audience: The framework is especially valuable for leaders in family businesses, startups, and rapidly growing companies aiming to create a more engaged and successful workplace.Focus on Organizational Health: The conversation emphasizes the importance of building a healthy organization, not just focusing on profits, but also fostering an environment where employees are motivated and cohesive.QUOTES"They just felt like they had a framework for growth for the first time. A framework to consider different strategic opportunities as a team, whereas that might have sat with just the CEO for a while.""Anyone can pick up this recipe, but you don’t have to start from the beginning... you can pick up any particular lever and start working with that and then add another lever.""There’s really three core ways... first is focusing with the senior leadership team, we have a six-month journey we call leading together... to help them become a cohesive, high-performing leadership team.""Leading with Intention is designed for individual leaders who want to work on sharpening and improving their relational side of leadership... how to show up more like a coach, lead with more vulnerability, and develop more self-awareness."Connect and learn more about Joe Olwig and Shaun Lee.Joe Olwig’s LinkedIn: https://www.linkedin.com/in/joe-olwig-757755139/Shaun Lee’s LinkedIn: https://www.linkedin.com/in/shaun-lee-1122a131/If you enjoyed today’s episode, please subscribe, review, and share with a friend who would benefit from the message. If you’re interested in picking up a copy of Jonathan Goldhill’s book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com
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Episode 191 - From Dreamer to Entrepreneur: The Journey of Sam’s Caribbean with Andrew Morris
Andrew Morris, the founder of Sam’s Caribbean Marketplace, a business that has become a cultural landmark since its humble beginnings in 1993. Andrew’s journey is a true testament to perseverance, innovation, and the power of dreaming big.In 1979, Andrew arrived in New York from Jamaica with just $50 and a vision for a better life. After building a career in publishing and earning an MBA from Columbia, he took a bold leap of faith—leaving a stable job to venture into an industry he knew nothing about. What started as a small family-run grocery store named in honor of his late father-in-law, has now grown into a thriving business that serves customers across 100 miles with same-day delivery of Caribbean groceries and meals powered by cutting-edge AI technology.From baking 70,000 patties a year in a $200 oven to revolutionizing delivery services, Andrew and his family have created something truly special. Tune in to hear his incredible story of entrepreneurship, community-building, and embracing the future while staying rooted in culture.SHOW SUMMARY In this episode of Disruptive Successor, host Jonathan Goldhill interviews Andrew Morris, the founder of Sam's Caribbean Marketplace. Andrew shares the inspiring story of how he emigrated from Jamaica to New York with just $50 and built a successful Caribbean food superstore and cultural landmark. He discusses the challenges and triumphs of running a family business, from overcoming initial skepticism to leveraging technology for growth. The conversation delves into the importance of community support, cultural preservation, and adapting to market changes. Andrew also touches on the significance of family involvement in the business and his vision for future growth through online sales and innovative delivery services. The episode provides valuable insights for entrepreneurs, especially those looking to build and sustain a legacy in the family business.KEY TAKEAWAYSEntrepreneurial Journey: Andrew Morris emigrated from Jamaica to New York with just $50 and built Sam's Caribbean Marketplace into a successful cultural and business landmark.Family Business Challenges & Triumphs: He shares lessons learned from navigating skepticism and growing a family-run business.Leveraging Technology: Andrew highlights how adopting technology has played a key role in scaling the business.Community & Cultural Impact: The importance of community support and preserving Caribbean culture has been central to the marketplace's success.Adapting to Market Changes: Andrew discusses how staying agile and adapting to evolving market demands has sustained the business over time.Future Growth Vision: He outlines plans to expand through online sales and innovative delivery services.Insights for Entrepreneurs: The episode offers practical advice for entrepreneurs aiming to build and sustain a family legacy in business.QUOTES"We couldn't have done it without wonderful employees... we've had some really good people and some terrific customers.""We’re really community-oriented... we just love our customers. We love our employees and we thank them all."We’ve been around for 31, going on 32 years... we’ve experienced setbacks along the way, but we’ve never looked back.""I probably could have done without the MBA, but it helped with the mindset."Connect and learn more about Andrew Morris.If you enjoyed today’s episode, please subscribe, review, and share with a friend who would benefit from the message. If you’re interested in picking up a copy of Jonathan Goldhill’s book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com
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Episode 190 - Marketing Lessons from The Wizard of Ads with Ryan Chute
Ryan Chute is an award-winning creative strategist and the driving force behind Wizard of Ads. Specializing in helping small businesses transform into big brands, Ryan delivers divergent sales and marketing solutions that accelerate profitable growth without the typical friction. With a background in retail and automotive industries, Ryan has become a secret weapon for businesses aiming to punch above their weight and dominate their market. His unique approach focuses on reducing friction and creating value-driven customer experiences, making him a sought-after expert in strategic marketing.SHOW SUMMARY In this episode of Disruptive Successor, host Jonathan Goldhill is joined by Ryan Chute, an award-winning creative strategist and key figure behind Wizard of Ads. Known for his ability to aid small businesses in becoming dominant market players, Ryan discusses his unique approach to sales and marketing that focuses on reducing friction and emphasizing unique value propositions. He shares valuable insights from his challenging early experiences in high-friction industries like retail and automotive, and his pivotal educational journey at the Wizard Academy under Roy Williams. Ryan offers practical advice on brand messaging, curating inventory, and the importance of building strong customer relationships. The episode also touches on different business models and how small businesses can leverage their unique strengths to compete effectively. Whether you're a business owner or aspiring entrepreneur, this episode provides actionable strategies to help you differentiate and grow your business.KEY TAKEAWAYSValue Over Transaction: The true differentiator for businesses is the value they provide beyond basic services. It's essential to identify what makes your business unique.Empathy and Connection: Successful marketing isn't just about getting attention; it's about connecting emotionally with customers and building long-term relationships.Curated Offerings: Simplifying offerings and curating inventory can significantly increase sales efficiency and customer satisfaction.Customer Expectations: Modern consumers expect convenience, speed, and empathy in their interactions. Meeting these expectations can set a business apart from its competitors.QUOTES"Beliefs are worthless, but values shape how we show up in the world.""Do the right thing always and forever, and then charge appropriately for it.""The stories that stand 600 feet above the competition are the ones that hold value.""The biggest problem in the arena of selling and growing businesses is doing something that gets noticed but holds their interest.""Less is actually going to sell you more stuff."Connect and learn more about Ryan Chutehttps://www.linkedin.com/in/wizardryanchute/If you enjoyed today’s episode, please subscribe, review, and share with a friend who would benefit from the message. If you’re interested in picking up a copy of Jonathan Goldhill’s book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com
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Episode 189 - Preparing For The Transfer of Ownership to the Rising Generation with Dan Frosh
Dan Frosh is the director at the Merrill Center for Family Wealth. He works with enterprising families to navigate the complexities of wealth and family dynamics, aiming for multigenerational success. A trained attorney, Dan has previously served as a senior advisor at Cambridge Family Enterprise Group and writes and speaks internationally on family enterprises and family wealth. He is the co-author of an upcoming handbook for advisors on business families and family businesses.SHOW SUMMARY In this episode of Disruptive Successor, host Jonathan Goldhill is joined by Dan Frosh, Director at the Merrill Center for Family Wealth. The discussion focuses on preparing for the transfer of ownership to the rising generation in family businesses. Topics include the importance of aligning on a family vision, developing the necessary skills and knowledge for future owners, and navigating governance structures. Dan shares insights from his experience and co-authored book, providing valuable advice for family business leaders. The episode concludes with the significance of collaboration and holistic planning to ensure smooth ownership transitions.KEY TAKEAWAYSFamily Business Succession Planning: Importance of preparing both ownership and leadership succession in family businesses.Role of Next Generation: The Significance of the rising generation in creating and driving the vision for the future of the family business.Governance Essentials: The need for appropriate governance structures that evolve with the business through different generations.Core Skills and Education: Developing financial literacy, understanding business operations, and governance knowledge are crucial skills for the next generation.Collaboration and Communication: Vital role of clear communication and collaborative decision-making between generations in ensuring smooth transitions.QUOTES"What hat are you wearing in each meeting as a board? You know, when the board meets, you put on your board hat and you think of it as a board member on a day-to-day basis. You're thinking of it as a family, a family employee. You're both a family member and an employee.""Make sure that the agenda is clear. What hat you're wearing and what type of topics and issues you are talking about during that meeting.""Both generations need to be moving together in this process... If one runner is just standing still waiting for the baton to come, they're going to get passed immediately.""Collaboration is super key for smooth ownership transition.""Where you see senior generation family members who are reluctant to bring the next generation into the discussions... adopting this mentality of, 'I'm the owner, they're not an owner yet, so I will decide and I will tell them what will happen.'""You need each one of them—business coach, wealth manager, family wealth manager, lawyers, and accountants—to really be successful.""Aligning on the vision becomes really important as well... they're inheriting or they're being gifted an enterprise that they might not totally agree with."Connect and learn more about Dan Frosh.https://www.linkedin.com/in/dan-frosh-92759b9/If you enjoyed today’s episode, please subscribe, review, and share with a friend who would benefit from the message. If you’re interested in picking up a copy of Jonathan Goldhill’s book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com
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Episode 188 - What Rising Gens Think about Joining their Family Business with Dann Van Der Vliet
Dann Van Der Vliet is the John and Dyan Smith Executive Director of the Smith Family Business Initiative (SFBI) at Cornell University. Cornell has been named as one of the “25 best schools for family business” by Family Capital in 2015. As the founding director, Dan guided the launch and growth of one of the leading educational centers for family business. He designed and developed the Leaders in Family Enterprise course, and he also teaches executives and next-generation leaders through the Cornell’s external education and eCornell programs.Under his tenure, the Smith Family Business Initiative has developed the Cornell Case Competition for Family Ownership, the Mentors Forum, and the Family Innovations Summit.SHOW SUMMARY In this episode of Disruptive Successor, host Jonathan Goldhill is joined by Dann Van Der Vliet, the Executive Director of the Smith Family Business Initiative at Cornell University, to discuss the Rising Gen Survey. This survey provides unique insights from over 200 college students about their perceptions, challenges, and aspirations regarding family businesses. Key topics include the importance of communication, succession planning, and the qualifications necessary for the next generation to take over family enterprises. The episode also explores the survey's demographics, the cultural impacts on family business continuity among international students, and the evolving role of technology. Dan shares surprising findings and emphasizes the need for effective governance and addressing generational concerns to ensure smooth transitions in family businesses.KEY TAKEAWAYSCommunication is a top concern among next-gen family business leaders.There is a need for next-gen leaders to feel qualified and credible when returning to the family business.Cultural differences significantly impact family business dynamics and the likelihood of next-gen participation.Technology brings new opportunities for growth and scalability but also challenges for traditional family business structures.Educational programs play a crucial role in bridging gaps and preparing the next generation for leadership in family businesses.QUOTES“Legacy can be a bit of a burden for the next generation.”“15% of next-gen leaders cited communication as their number one concern.”“Technology has allowed us to be much more remote with what we do, but not all businesses can be run remotely.”"One disruptor is when an unexpected sibling returns to join the family business."“How do you even attract next-gen leaders? Sometimes it’s really about letting them come to you.”Connect and learn more about Dann Van Der Vliet.https://www.linkedin.com/in/dannvdv/If you enjoyed today’s episode, please subscribe, review, and share with a friend who would benefit from the message. If you’re interested in picking up a copy of Jonathan Goldhill’s book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com
The Disruptive Successor Show is a podcast for next-generation leaders in family businesses and entrepreneurs who want to disrupt the status quo to grow their business and take it to the next level.
We all know that what got us here isn’t going to get us there.
If you are taking control over your family’s business or trying to get your business to the next level, you will need inspiration, advice and resources to help you create a massive impact.
Listeners of my show include not only the millennial or Gen Z but also the Baby Boomer and Gen Y. My listeners tend to be involved in these industries: business services, construction, design-build-maintain landscape contracting, food manufacturing, property management, real estate, and technology.
And are interested in issues like business coaching, branding, communication, difficult conversations, disruption, employee ownership, exit planning, financial management, leadership, innovation, intergenerational transfer, marketing, multi-generational family businesses, business operations, process documentation, security, selling, storytelling, succession, visioning, wealth management,
My guests are entrepreneurs, family business advisors, multi-generational and Gen 2 family business leaders, heads of university family business programs, consultants, coaches and firms that serve those who are growth businesses.
Clients of my show typically are running businesses with 10 to 200 employees and $1M to $20M in revenues.
Their concerns include: scaling up, exit planning, succession, leadership development, disruption, business planning, finances, growth planning, transferring generational wealth, transferring control, ownership issues, and more.
The benefits listeners receive are introductions to experts and advisors around the issues of growing and exiting a business, whether it’s a family business or entrepreneurial venture. They get a feel for the challenges other business owners and leaders face and how they overcame them. They will hear stories from people and how they came to do their work and why.
My shows feature handpicked guests who engage with me in casual conversations lasting between 30 to 40 minutes. You can expect to be entertained, engaged and may even get takeaways like business tools or ideas for implementation in your business.
I’ve led entrepreneurial adventures in art, clothing, a holistic health lifestyle magazine and trade show, shoe manufacturing. I’ve also led several non-profit organizations. I earned an MBA from the University of Southern California in Entrepreneurship.
I’ve been advising, coaching and consulting family-owned, family-run and entrepreneur-led businesses since 1989. My love for entrepreneurship follows the closure of my family’s sizeable multi-generational clothing manufacturing company after eight decades of operation because there were no successors.
After uncovering the code to scale up a family-run business - a playbook and a disruptive successor - I wrote a book called Disruptive Successor: A Guide To Driving Growth in Your Family Business.
My podcast is my effort to bring interested people into the conversation to benefit disruptive successors.
Brasil