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Bigger Than Business

The Capital Chart Room

47 episodes

2 months ago

Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

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All content for Bigger Than Business is the property of The Capital Chart Room and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

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Episodes (20/47)

Bigger Than Business

From Refugee Roots to Business Titan: Sam Mahrouq on Integrity, Community, & the Journey to Success

In this episode of the Bigger Than Business Podcast, host Jeff Holler sits down with Sam Mahrouq—entrepreneur, philanthropist, and founder of Mahrouq Enterprises International. Sam shares how he rose from a Palestinian refugee camp to building a business empire that includes Automax dealerships, MEI Auto Finance, Ikon Technologies, and more. He opens up about integrity in business, the value of community, and how setbacks shaped his future success.

#SamMahrouq #Entrepreneurship #BusinessSuccess #ImmigrantStories #TechInnovation #ArlingtonTexas #MEIAuto #IkonTechnologies #LegacyLeadership #Philanthropy #RefugeeSuccess #CarBusiness #MiddleEasternSuccess #BiggerThanBusiness #JeffHoller

3 months ago

50 minutes

Bigger Than Business

Unlocking Business Growth & Legacy Wealth | Insights from James D. Shields

In this episode of Bigger Than Business, James D. Shields, President of Shields Legal Group, shares his journey from attorney to entrepreneur and strategic investor. He reveals how integrating legal expertise with business strategy helps companies maximize value and prepare for successful transitions.

Shields discusses the Growth-to-Exit program, which guides founder-led businesses in increasing their worth before a sale. He also delves into the emotional aspects of business exits, estate planning, and preserving family legacies. With insights from his book, Wealth That Lasts: 10 Principles of Legacy Wealth, Shields emphasizes values-based wealth management and the power of entrepreneurship to drive meaningful change.

#BusinessGrowth #Entrepreneurship #WealthManagement #LegalStrategy #BusinessExit #FamilyBusiness #TrustBuilding #LegacyWealth #GrowthToExit #BiggerThanBusiness

7 months ago

38 minutes

Bigger Than Business

The Legacy of Renfro Foods: Innovation, Family, and the Future of Salsa

Join us on the Bigger Than Business Podcast as we sit down with Doug Renfro, President of Renfro Foods, to discuss the journey of this iconic Fort Worth-based family business.

From its humble beginnings in a garage to becoming the ninth-largest salsa brand in the U.S., Doug shares insights on family leadership, product innovation, and the challenges of running a multigenerational business.

8 months ago

30 minutes

Bigger Than Business

Transforming Communities: Tillie Burgin on Leading Mission Arlington with Purpose

Discover the inspiring journey of Tillie Burgin, founder and director of Mission Arlington, in this episode of the Bigger Than Business Podcast. For nearly four decades, Tillie has been at the forefront of transforming lives in the Dallas-Fort Worth Metroplex. Learn how Tillie's vision of "taking church to the people" grew from a simple Bible study in apartments into a comprehensive ministry serving thousands daily, committed to meeting both physical and spiritual needs with no strings attached. This episode offers a compelling look at how one woman's vision and dedication can create lasting change in a community, demonstrating that true mission work knows no boundaries.

10 months ago

27 minutes

Bigger Than Business

Inside the Legacy of Fletcher's Corny Dogs: Family, Tradition & Innovation

Explore the rich history of Fletcher's Original Corny Dogs with GG Fletcher and her daughter Amber Fletcher, who carry on this iconic Texas brand. Learn how they balance family traditions with modern marketing, from introducing new menu items like veggie dogs to expanding Fletcher’s presence beyond the State Fair of Texas. This interview dives into the values, memories, and hard work that have made Fletcher’s a beloved, three-generation family business.

11 months ago

37 minutes

Bigger Than Business

American Hero: Leadership Lessons from Navy SEAL and Astronaut Chris Cassidy

On today's episode of Bigger Than Business, Jeff Holler and Chris Cassidy discuss the significance of purpose-driven success. Chris, a former Navy SEAL and astronaut, shares his leadership journey, from high school sports to the Naval Academy, and his experiences in space missions. He highlights the importance of authenticity and confidence for new leaders and recounts a humorous yet profound leadership lesson from his SEAL days.

They discuss handling team shortcomings, survival rates of new businesses, the value of training for adversity, and the importance of planning and adaptability, with Chris sharing updates on the National Medal of Honor Museum in Arlington. The grand opening is March 25, 2025.

National Medal of Honor Museum:
https://www.mohmuseum.org

Work with Jeff Holler:
https://www.TheCapitalChartRoom.com

1 year ago

37 minutes

Bigger Than Business

Breaking News to Breaking Grounds: Jeff Crilley's Path from Journalism to PR

In this episode of Bigger Than Business, join host Jeff Holler as he sits down with Jeff Crilley, a seasoned journalist turned successful entrepreneur. Crilley takes us on a captivating journey through his illustrious career in journalism, highlighting his groundbreaking announcement of a man's release from prison - a moment that earned him prestigious accolades such as an Emmy. With 25 years of experience in TV news across different cities, Crilley eventually found his way to Texas, where he is making a significant impact.

The video highlights Crilley's transition from journalism to becoming the founder of Real News PR in 2008. This shift was largely influenced by the success of his book on publicity, which propelled him to explore new avenues. Crilley generously shares valuable insights from his entrepreneurial journey, emphasizing the importance of maintaining a sales-focused mindset and assembling a strong team.

One of the highlights of the conversation is Crilley's delight in working alongside his children and finding a harmonious balance between work and family life. He offers invaluable advice on media coverage and underscores the significance of personal connections in the business world.

Join us for this enlightening interview as Crilley opens up about his remarkable career, his entrepreneurial endeavors, and the lessons he has learned along the way. Don't miss out on this opportunity to gain valuable insights from a true industry expert.

Work with Jeff Crilley:
https://www.RealNewsPR.com
https://www.LaunchAShow.com

Work with Jeff Holler:
https://www.TheCapitalChartRoom.com

1 year ago

32 minutes

Bigger Than Business

Keeping Students on the Field and in School (with Tim McLaughlin)

How can a community keep its children in school and on a pathway to graduation and beyond? How can public-private partnership build a program for disadvantaged kids that becomes effective even beyond its creators’ dreams? Listen as our guest shares how the Fields and Futures program was created, its exponential impact on the youth of Oklahoma City, and how a “stone soup” mentality enriched the project to benefit the entire community. Tim McLaughlin says he feels fortunate to have his family’s values that built Advance Food Company, the business his father David co-founded in 1973. As Vice President of Corporate Accounts, Tim had over 25 years of experience helping the company grow from $25 million in sales to $900 million before the family sold a majority interest in 2010. Through his family business experience, Tim learned how to “connect the dots” and identify and overcome obstacles to achieve a sustainable, long-term vision. After the sale, Tim felt blessed to have the luxury of investing in projects where he and his wife Liz can make a big impact, that are sustainable, and where he can use his unique ability to build strategies that achieve the long-term vision. They founded Fields and Futures, a non-profit that helps overhaul and maintain school playing fields so kids can find a pathway to graduation and beyond by keeping them engaged in sports and school. Tim has a degree in Business Management from the University of Oklahoma. He serves as director on several local organization boards including the Oklahoma Zoological Society, Police Athletic League, Oklahoma City Public Schools Foundation, and Heritage Hall Board of Trustees. Tim also serves as an OKC member of the Neighborhoods Subcommittee and as an Advisory Board Member for ArtSup?!, a creative after-school extended learning opportunity for inner city youth. In 2017, Oklahoma City University honored Tim with the Able Lemons/Paul Hansen Award for Sports Excellence. Tim and Liz have four children and live in Edmond, Oklahoma. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

1 year ago

45 minutes

Bigger Than Business

The Future of Performance Enhancement (with Dr. Amy Kruse)

What does the future hold for neuro technology? What strides have been made in performance enhancement via brain studies? How can investors help shape the landscape of mental health treatments? Listen as our guest shares how her new endeavor is investing in companies that elevate human flourishing, how modern treatments can unlock a new era of mental health solutions, and how her expert experience provides an advantage in assessing start-ups that will transform the field of neurosciences. Dr. Amy Kruse has more than 20 years of experience in science, technology, and innovation, with a special focus on neurotechnology and human performance. She is now the General Partner and Chief Investment officer of Satori Neuro, a stage-agnostic fund focused on mental health, neurotechnology, and human flourishing. She draws on her expertise to support Satori Neuro’s portfolio companies as they explore innovative therapeutics that feature a wide range of treatments, from psychedelic medicine and transcranial magnetic stimulation to virtual/augmented reality protocols and non-invasive brainwave devices. These treatments are designed to address conditions including treatment-resistant depression, post-traumatic stress disorder, addiction and substance abuse, neurological disorders, and more. Dr. Kruse is a Founding Member of the Loomis Innovation Council at the Stimson Center in Washington, D.C., and a Guest Lecturer for Singularity University. She is a frequent contributor to defense panels and advisory boards for organizations including the Defense Advanced Research Projects Agency, the National Academies, and the Defense Science Board. She is also the author of numerous scientific papers, chapters, and articles. Dr. Kruse has both a Bachelor of Science in cell and structural biology and a Ph.D. in neuroscience from the University of Illinois Urbana-Champaign. She lives in Annapolis, Maryland, with her husband and enjoys gardening, kayaking, and traveling. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

1 year ago

45 minutes

Bigger Than Business

The Biggest Developer Nobody’s Ever Heard Of (with Isaac Manning)

What is Servant Leadership, and what does it bring to the lives of others? How does being told you’re “too stupid” parlay into an almost 40-year career as a respected and sought-after architect and developer? How do you create from tragedy a way to help families across the nation? Listen as our guest, Isaac Manning, shares how his success came from failure, how he engages in servant leadership to build communities, and how his creation and involvement in the “Light the Trail Ride” is providing people nation-wide a way to open up communication on depression and suicide. Isaac Manning has over 37 years of experience in real estate as an architect, developer, strategic planner, and consultant in both domestic and international markets, focusing on public-private partnerships that have major economic impact in their regions. Isaac was an architect in Washington, DC, before joining Hillwood in Texas. Currently, Isaac is Founder and President of Trinity Works, which provides servant leadership to families and institutions through real estate development, focusing on innovation, investment, and implementation. Among Isaac’s other accomplishments are the reinvention of Arizona State University’s Sun Devil Stadium, site selection of the National Jamboree for the Boy Scouts of America and development of the Summit Bechtel Family National Scout Reserve in West Virginia, and playing a key role in the development of the United States Air Force Memorial in Arlington, Virginia. Isaac has been engaged in a variety of civic and community organizations and boards, and he also co-founded the Jordan Elizabeth Harris Foundation. In 2017, Isaac and Tom Harris completed the 3,700 mile Light the Trail Ride following Lewis and Clark’s route from Oregon to Washington, DC, to raise funds and awareness to battle the stigma of depression and suicide. Isaac holds an undergraduate degree from Vanderbilt University and graduate degrees from Virginia Polytechnic Institute and State University and MIT. He is a native North Carolinian and lives in Fort Worth with his family. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

2 years ago

1 hour 7 minutes

Bigger Than Business

Timing: Good Faith & Good Fortune (with Josh Robertson)

How do you go from making $19,000 a year to being a vendor for the White House? How do you weather troubled times to preserve your family and stay afloat personally and professionally? What does it take to start a business at 22 and grow it into a $60 Million company? Listen as our guest shares his path of entrepreneurship from start-up to multiple thriving businesses, what it’s like to partner with a parent, and how focusing on the needs of others can prove that life can be Bigger Than Business! Josh Robertson founded his first company, National HME, at age 22, which grew to over 20 locations in six states and partnered with over 500 hospice programs before he sold it in 2015. Josh and his father also founded GrowCo Capital in 2014, which invests resources into business and real estate projects throughout the US. In 2017, Josh co-founded Teleos Marketing, and in 2018, he bought JMed, a then 21-year-old medical equipment company, now called MasVida Health Care Solutions. In 2019, Josh bought EMist, a company that provides high-quality, intelligent disinfection solutions, whose revenue grew to $65 million during COVID-19. Josh currently serves as president for both MasVida and EMist. Josh and his wife, Kristina, founded Project 4031, a 501c3, which focuses on helping families with terminally ill children and adults meet basic needs, provide peace and comfort by easing financial burdens, and fulfilling the last dreams of the terminally ill. Josh graduated from Texas Tech University with a BA, Honors Management and Marketing, and also earned an Executive MBA. He is active in the Fort Worth Stock Show Syndicate and founding President for the Rawls Raiders Alumni Network. Josh enjoys fly fishing, hunting, golf, and spending time with his wife Kristina, and their three sons. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

2 years ago

56 minutes

Bigger Than Business

A Creative Spirit Grounded in Principles (with Janeé Hill)

Why is it important to train people how to treat you? How can knowing your guiding principles establish your path to success? How can leveraging your capabilities affect not only your future, but the futureof those around you? Listen as our guest shares why it’s necessary to lean into the hard stuff, why giving should be about more than just money, and how it is never too late to be the person you were destined to be. Janeé Hill is a seasoned strategic brand builder, television producer, and motivational speaker. She is best known for her bottom-line business approach, out-of-the-box thinking, and making big things happen. She began her career in leadership development and performance analysis at Southwest Airlines before launching her own consulting firm. Janeé then started her own television production company, mHe3 Productions, committed to authentic, positive programming designed to make a difference. In 2011 - 2013, Janeé executive-produced and hosted The Janeé Hill Show, a television series that tackled everyday issues that single women face, with heart, humor and a hands-on approach. In 2014 Janeé founded H3 Ministries, a not-for-profit designed to share the hope, help, and healing power of Christ through media, mentorship, and life events. She is also the founder of Women of Excellence, a multi-media platform for high-achieving women to connect, learn, and grow. On the horizon, Janeé will be launching Unbroken in the first quarter of 2023. Unbroken is a multi-media platform that will feature all forms of media, live events, and an app, through which women of faith will be able to connect, support one another, and grow. Janeé earned a Bachelors in Radio, TV, and Film from Texas Christian University. She and her husband, Randy, live in Wichita Falls, Texas, and have four children. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

2 years ago

43 minutes

Bigger Than Business

An Eagerness to Learn, Serve, and Make an Impact (with Wade T. Myers)

How do you go from being literally dirt poor to becoming a serial entrepreneur responsible for founding, investing in, or serving on the board of over 100 companies? How can an eagerness to learn and serve shape your life in a way that influences local and global communities for the better? Listen as our guest shares his path from a subsistence farm life to one filled with “FinTech” and “Impact investing,” the importance of knowing what you are good at and creating a dream team to handle the rest, and how a willingness to serve can open doors to amazing opportunities for growth. Wade T. Myers, a serial entrepreneur, advisor, investor, author, and speaker, has turned a lifetime of learning into a multi-faceted career that impacts local and global communities. Growing up on a subsistence farm in North Dakota, Wade worked his way through intermediate grades, high school, and college while also enlisting in the Army Reserves. After graduating, Wade went active duty in the Army Corps of Engineers before volunteering for Ranger School, ultimately completing Airborne training and then commanding a special weapons unit. Ever in pursuit of knowledge, Wade decided to get a graduate degree in Computer Information Systems while on active duty. When he left active duty, he was recruited to work at Mobil Corporation in their plastics division until he was called up to serve in the Gulf War, where he was awarded a Bronze Star. Upon returning home, Wade knew that he wanted to buy or start a company so to learn how to do so he attended Harvard Business School and graduated with an MBA as a Baker Scholar. Following a post-graduate stint with the prestigious Boston Consulting Group, Wade started his career as a serial entrepreneur. Since then, Wade has founded, invested in, or served on the board of over 100 companies. In addition to his own entrepreneurship, Wade has an advisory focus to help startup entrepreneurs achieve their vision. Wade is also a featured speaker at conferences and has taught seminars at business schools. He earned a Bachelor’s degree in Agricultural Economics from North Dakota State University, a Master’s degree in Computer Information Systems from Texas A&M University Central Texas, and an MBA as a Baker Scholar at Harvard. He has five children and currently lives with his wife, Lisa, in Westover Hills, Texas. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

2 years ago

50 minutes

Bigger Than Business

The Role of Intention in a Family Office (with Rob McLaughlin)

How do you decide if you need a Family Office? What goes into building one that will truly serve your family’s needs? What role does intentionality play in its design and success? Listen as our guest shares with us how a commitment to shared values created a need for a Family Office to steward his family’s resources in a way that impacts not only generations of family members, but an entire community, as well, and how communication and clarification of objectives helps maintain trust, respect, and good dynamics within the family. Rob McLaughlin worked his way from District Sales Manager to Senior VP of Sales and Marketing in Advance Food Company, the business his father David co-founded in 1973. When the family sold a majority interest, they recognized a need for a more formalized structure to manage the assets, and Rob stepped up to lead what became Square Deal Capital to steward the family’s assets after the sale. Rob earned a BBA in Marketing from Texas Christian University’s Neeley School of Business. He has served on the boards of the Regional Food Bank of Oklahoma and Westminster School and currently serves on the boards of Watermark Bank, i2E Management Company, the McLaughlin Family Foundation, and Young Presidents Organization OKC. Rob enjoys escaping to the mountains with his family and watching and playing sports with his sons. He and his wife Chrissy live in Oklahoma City, Oklahoma, with their sons, Michael & Kyle. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

2 years ago

43 minutes

Bigger Than Business

Growing Professionally and Personally Within a Family Business (with David K. Sargent)

In a family business, how do you overcome being the Owner’s Child? What can you do to ensure success on your own merits? How do you lead a team that may initially question your qualifications? Listen as our guest shares his advice for not only young people wanting to join the family business but also for the parents who want their kids to continue the business legacy, and thoughts on how being the Owner’s Child doesn’t have to overshadow your own success. David K. Sargent started investing in stocks when he was 13 years old, which allowed him to buy into a business with his family while in his late teens. He worked for the company, Stripe-A-Zone, during summers and Spring Breaks, starting at the bottom. After high school, he chose to work full-time there. Over the next 24 years, he advanced his position from sales, to production, to operations, and to the executive level, and he was integral in helping his family grow the company 50 times larger than when they originally purchased it. David helped accomplish the consistent, rapid growth through innovation, improved quality, and efficiency. When his family sold Stripe-A-Zone in 2020, the new owners convinced David to stay with the new entity to help make additional acquisitions and run the company as its President. David serves as Director of the Sargent Family Charitable Foundation, and a Director of the Arlington Margarita Society. He has served in the past in community organizations such as the Rotary Board, National Floor Safety Institute, and Young Men for Arlington. David lives in Arlington, Texas, with his wife Kari and their son, Kyle. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

2 years ago

37 minutes

Bigger Than Business

Master Your Internal Board Meeting (with Dr. Shannan Crawford)

Why is the success of an organization dependent on the health – not just physical health, but also mental and spiritual health - of the leader? When the microculture of a team is set by leadership, how can business owners refocus the parts of their own brains to help cultivate their employees’ most forward-thinking and creative efforts?    Listen as our guest shares why some companies become plateaued due to leaders’ negative non-verbals having a trickle-down effect on their teams, how stressors can prevent leaders from being fully present at work or at home, how the “imposter syndrome” sabotages their confidence and balance, and how having a “Board Meeting with themselves” can help business owners achieve the self-cohesion necessary to be effective and exceptional leaders.  As CEO of Dr. Crawford & Associates in Keller, Texas, Shannan continues a family tradition of successful business owners and uses her skills and knowledge to help not only her patients in their personal lives through individual, couples, and family counseling, she also empowers entrepreneurs with her unique strategies to enhance the effectiveness of their leadership. She innovated the Restoring-Self-Cohesion model, which assists leaders in navigating common obstacles including self-sabotage, procrastination, self-limiting behaviors, and lack of work-life balance found in themselves and in those they lead. Shannan is also a national and international speaker, is an adjunct professor at The King’s University in Texas, hosts her own popular podcast, “Unlock U with Dr. Shannan Crawford,” and is an author working on a fictional trilogy. She has served on the boards of philanthropic organizations such as 4Word and Kingdom Business Leaders, as well as lead groups that foster faith, community, and service. Shannan earned her Masters and Doctorate degrees in Clinical Psychology from Regent University in Virginia Beach, VA. A California native, Shannan now lives in Keller, Texas. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

3 years ago

37 minutes

Bigger Than Business

Overcoming the Challenges of a Family Business (with Dr. Keanon Alderson)

What are the challenges of creating, working for, or taking over a family business? What are the strengths a family business needs to succeed? How can you avoid the pitfalls that cause the high failure rate in succession of a family business? Listen as our guest, Dr. Keanon Alderson, gives us a picture of how each succeeding generation tends to lead, what tools are necessary to shape a healthy family business – including a family constitution! - and what resources are available to owners to help them ensure success through generations. Dr. Keanon Alderson, a dynamic speaker and author of two books, has over 25 years of business experience from working in his own family business, to startups, to management in a global 50 company, and owner of a franchise. With an MBA and a Ph.D. in Organization and Management, Keanon is an Associate Editor the Journal of Family Business Management, has written for many other publications, and has also presented his proprietary research at numerous conferences. Currently, he is a professor at California Baptist University in the Robert K. Jabs School of Business where he teaches courses such as Family Business Management, Principles of Management, and Organizational Behavior. Keanon consults with family-owned firms on succession, corporate and family governance, preventing conflict, and developing an effective board. He also advises financial professionals to understand the complexities of family business owners, what they value, their decision-making process, and how to present information that will get accepted to better serve their clients. Keanon earned his MBA from the University of Redlands and his Ph.D. from Capella University. He enjoys fixing up old homes, fly fishing, and classic rock. He has been married for over 42 years to the love of his life, Sandy, has two sons and two grandchildren, and currently lives in Green Valley Lake in Southern California. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

3 years ago

50 minutes

Bigger Than Business

Bringing CPA Firms into the Future (with Jackie Meyer)

How can you shed 60% of your client base and still grow? How can a CPA take time off right before April 15, a notorious deadline in the industry, while others are sweating and working overtime? How can setting boundaries with your clients lead to a prosperous, more holistic business? Listen as our guest, Jackie Meyer, tells us how she built her own practice after being fired for having too much of an entrepreneurial mind-set, what attributes led to her becoming a much sought-after consultant on best practices, and how what she calls Meraki Leadership leads to a fulfilling life in both work and at home. Jackie Meyer leads Meyer Tax Consulting, a team of top-tier talent across the US, that specializes in Tax Strategies Planning, Business Development and Leadership Coaching programs for a high return on investment. Jackie also founded TaxPlanIQ, a tax firm planning application that helps with calculations, planning and organization, and she has pledged to dedicate ten percent of the profits to charity this year. Jackie, a CPA, Certified Concierge Accountant, and a Certified Tax Specialist, is a member of the Forbes Finance Council and has written several published articles for Forbes, which can be found online. She earned a BBA Finance from the University of Texas at Arlington, a Master of Science in Accounting from Southern Methodist University, and is currently working on a Doctorate of Strategic Leadership at Regent University. Jackie is married to Mark, and they live in Southlake, Texas, with their two children. Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com

3 years ago

39 minutes

Bigger Than Business

Sustainable Growth: Steering a Battleship vs. a Speedboat (with Joseph Ferrell)

How do you combine four very different personalities into a leadership team working toward a common goal? What kind of resolve does it take to make changes to a strategy that is already working? Listen as our guest, Joseph Ferrell, shares with us how his company made surprising decisions on change, why “culture eats strategy for breakfast,” and why every leader needs people who will speak unfiltered truth into their life and organization to spur continued success. Joseph Ferrell built his career as a project manager at two other firms before going to work at Building Engineering-Consultants, Inc., a building envelope consulting company that specializes in preventing and repairing water intrusion in commercial buildings. In 2007, when BE-CI decided to expand to Houston, Texas, their first expansion out of their Destin, FL, headquarters, they hired Joseph for his expertise related to design, project management, and on-site quality assurance. Only six years later, Joseph was invited to become a member of BE-CI’s Board of Directors and invited to buy in as a partner. In 2019, Joseph became Chief Executive Officer. Joseph has a bachelor’s degree in Ocean Engineering from Texas A&M University and is a member of C-12, a Christian business leadership development and business coaching group. He and his wife, Jill, live in the Cypress, Texas, area with their two children.

3 years ago

46 minutes

Bigger Than Business

Love People Through Housing (with Lane Beene)

How can recognizing the need to pivot your plans lead to a bigger sense of purpose? How can facing the reality that you are better off partnering with others, rather than going it alone, build greater success? How can recognizing the need to pivot your plans lead to a bigger sense of purpose? How can facing the reality that you are better off partnering with others, rather than going it alone, build greater success? Listen as our guest shares with us how following a highly successful career as a leader in the Air Force, he built a real estate business that serves the community through housing in what he calls the “second mile,” and also helps others reclaim their time to pursue their life’s passion. Lane Beene has accomplished two professional dreams so far in his lifetime: He became an Air Force fighter pilot, eventually becoming a Lt. Colonel, and he founded a real estate business which eventually led to investing in and restoring distressed multifamily properties with a vision to help these housing communities and their tenants flourish. Lane’s core business values are: Think Big, Love people through housing, and something he calls the 2nd Mile Effort. Lane earned a Bachelor of Science degree in 1991 from the United States Air Force Academy, and a Master of Business Administration from Sul Ross State University in 1997. Lane and his wife, Dana, life in Crowley, Texas, and have two children in college.

3 years ago

39 minutes