Navigating Family Business: Lessons Learned from Joining My Dad’s Franchise In this episode, we dive into the intricate journey of joining and thriving in a family business. Starting with my dad’s buy-in to the Action Coach franchise in 2011, we’ll explore the evolution from individual coaching to a full-fledged firm. I’ll share insights from my transition in 2020 from a VP at Bank of America to working alongside my dad, including the emotional highs and lows and the invaluable lessons learned about balancing family and business. Discover practical tips on maintaining boundaries, holding each other accountable, and creating a successful legacy together. Don’t miss this insightful discussion packed with personal anecdotes and actionable advice for anyone in a family business. Chapters: 0:00 - Intro 0:20 - Joining the Family Business 3:30 - Balancing Family and Business 6:25 - Business Conversations at Home 9:00 - Wife’s Perspective 11:10 - Emotional Challenges 14:05 - Adding a Business Partner 16:40 - Advice for Family Businesses 👍 Don’t forget to like, comment, and subscribe! 🔔

Welcome back to The Ownership Advantage! In this episode, host Tanner sits down with Bart Davis, co-founder and CEO of 512 Financial, to explore what happens when a business you built for freedom starts trapping you instead. Three years ago, Bart was at the center of everything in his company—knowing every client, making every call, and wearing every hat. Fast forward to today: after two acquisitions, national expansion, and explosive growth, Bart can no longer see and touch every part of his business. Tanner and Bart dive into the deeply personal challenges leaders face when scaling—letting go of control, navigating feelings of letting the team down, and redefining what it means to provide value as an owner. Bart shares candid stories about the terror and relief of handing off responsibilities, the importance of building a strong leadership team, and the tactical moves that made their scaling journey smoother—including how acquisitions accelerated growth and what it takes to integrate new people and cultures. If you’ve ever wondered how to maintain your mission, lead with transparency, and set bigger goals as your business outgrows you, this episode is packed with actionable insights and honest reflections. Plus, Bart gives practical advice for businesses not quite ready to hire a CFO, and shares his evolving perspective on AI, leadership, and why your dreams for your company should always be bigger than you think. 00:00 ”Navigating Growth and Ownership” 03:31 Scaling Beyond Direct Oversight 09:07 Seasoned Co-Founder Drives Growth 11:44 ”Embracing Time Tracking Necessity” 16:52 Learning Through First Acquisitions 20:13 Accelerant for Growth and Scaling 23:03 ”Critical People Integration in Business” 24:45 Streamlined Onboarding for 512 Employees 30:10 Guaranteed Profit Share Commitment 32:19 Transparency Drives Communication 35:52 Benefits of Fractional Business Services 39:46 Focus on Key Business Metrics 44:54 AI Leadership and Growth Strategy 45:51 Optimizing Workflows With AI 51:59 Celebrating Growth and Future Goals

Welcome to The Ownership Advantage! In this episode, host Tanner sits down with Dave Wolcott—former Marine, serial entrepreneur, founder of Pantheon Investments, and author of The Holistic Wealth Strategy—to uncover the secrets the ultra-wealthy use to build generational wealth and true freedom. Dave shares his personal journey from the Marine Corps to raising a family of four (including triplets!), and how that experience set him on a mission to master wealth creation. He reveals why traditional financial planning won’t get you where you want to go, and instead, introduces his five-phase holistic wealth strategy that prioritizes freedom—not just financial, but also of time, purpose, and relationships. Listeners will hear real-life examples, including how Dave guided his own children along a path to financial freedom, and actionable insights into advanced wealth-building strategies like infinite banking and investing in private assets. Dave also discusses the importance of mindset, the power of mastermind communities, and why investing in yourself is the single most valuable thing you can do. Whether you’re an entrepreneur looking to level up your wealth or simply curious about how to take control of your financial future, this episode is packed with wisdom and practical advice you won’t want to miss. Let’s dive in! 00:00 ”Holistic Wealth Strategies Unveiled” 03:51 From Marine Corps to Fatherhood 08:07 Entrepreneurship for Financial Freedom 11:44 Family: The Ultimate Investment 14:53 Infinite Banking Strategy for Families 20:26 Comprehensive Wealth-Building Strategy 23:25 ”Vision Clarity: Personal and Business” 25:57 Holistic Wealth Beyond Finances 29:14 ”You Are Your Greatest Asset” 32:34 ”Be Do Have Framework” 34:58 ”Investment & Growth Strategies Hub” 37:56 ”Planning for Wealth Creation” 42:28 Kolbe Test: Unlocking Instinctual Abilities 45:38 ”Grateful for Valuable Insights”

Welcome to another episode of The Ownership Advantage! In this week’s conversation, hosts Tanner and Kay dive deep into the often-overlooked topic of managing overwhelm as a business owner. As Mondays roll around and the calendar fills up with meetings, calls, and to-dos, it’s easy for stress to set in. Tanner and Kay get candid about how they structure their weeks, set boundaries around their time, and find creative ways to stay productive without burning out. Kay shares practical strategies, from automating her calendar and batch scheduling meetings, to blocking off time for fitness, rest, and personal connections—even finding ways to integrate meetings into walks or laid-back environments. Tanner offers his own insights on pre-planning, sticking to personal non-negotiables, and making sure self-care isn’t the first thing to get bumped when business gets busy. Whether you’re overwhelmed by your own growing task list or just looking for ideas to reclaim some balance, this episode is full of honest advice and real-life tactics to help you own your schedule, protect your energy, and avoid the trap of always being “on.” Tune in to hear their takes on how to set boundaries with yourself, make your calendar work for you, and find those all-important pockets of rest—so you can handle the hustle without losing your spark. 00:00 Blocking Time for Meetings 05:13 Sunday Evening Weekly Planning 09:06 Flexible Task Scheduling Insights 12:55 Balancing Stress with Routine 15:54 Entrepreneurial Overwork and Resentment 16:50 Prioritize Self-Care Like Business 23:09 Reimagining Phone Meetings Anew 24:52 Balancing Energy and Rest

Welcome to another episode of The Ownership Advantage! Today, hosts Tanner and Kay dive deep into the power of storytelling in business. Listen in as they unpack why storytelling isn’t just a trend—it’s the key to building lasting human connections, winning sales, and truly understanding your audience. From real-life examples and client wins, to actionable tips on crafting relatable stories, this episode is packed with insights on how to position yourself as the guide in your customer’s journey. Whether you’re a seasoned entrepreneur or just starting out, you’ll walk away with fresh ideas and practical steps to make storytelling work for your brand and your bottom line. Get ready to engage, inspire, and connect on a whole new level! 00:00 ”Storytelling’s Role in AI Marketing” 05:45 Focus on Emotional Impact 07:38 Revised DJ Workshop Incentive 11:33 ”Storytelling’s Impact on Memory” 15:23 Embrace the Guide Role 18:45 ”Relate to Your Audience” 21:30 Storytelling Improvement Framework 24:36 ”Free Two-Week Coaching Offer”

On this episode of The Ownership Advantage, host Tanner sits down with Justin Dixon, founder and CEO of Hire Tomorrow, to unpack what it truly takes to shift from the safety of a corporate career to building a business with intention. Justin shares his personal journey, from preparing for two years to make the entrepreneurial leap—just weeks before the world shut down in 2020—to growing his recruiting firm through uncertain times. Together, they explore the power of having a supportive partner, the often-overlooked importance of downgrading your lifestyle for a shot at long-term freedom, and the hard truths about hiring that trip up most small businesses. Justin also dives into how AI is changing the recruiting landscape, what business owners get wrong about their first hires, and why letting go of ego is essential to gaining true ownership. Whether you’re considering entrepreneurship, struggling to make your first critical hires, or wondering how to integrate AI into your business, this episode is packed with practical wisdom and real-life lessons you won’t want to miss. 00:00 ”Justin Dixon: Entrepreneurial Journey Insights” 06:00 Financial Minimalism for Entrepreneurial Leap 09:25 Quitting Job for Long-Term Gain 12:46 Supportive Partner Key to Success 15:00 Aligned Vision for Future Success 19:42 Startups vs. Big Companies: Risks 22:19 ”Recruitment Challenges in the AI Era” 24:30 Early Recruitment Consultation for Small Businesses 29:04 Overloaded Multi-Role Job Pitfalls 32:18 AI as a Thought Partner 37:02 AI-Enhanced Applicant Tracking Efficiency 39:28 ”Understanding AI: Core Learning Essentials” 43:58 Automated Hiring Process Guide 46:24 Optimize Time Through Task Delegation 50:38 Servant Leadership Philosophy 52:01 Impactful Books: Reflection and Growth

On this episode of The Ownership Advantage, host Tanner sits down with Kenny Ratton, founder and CEO of Radiant RFID, to reveal what really happens when you sell your company but decide to stay on as CEO. Kenny shares his journey from entrepreneurial chaos—wearing multiple hats, struggling with cash flow, and responding to market pivots—to navigating the new world of reporting to a board after private equity acquisition. They dive into the pivotal moments that made Radiant RFID attractive to investors, the emotional transition of answering to a board instead of himself, and the surprising relief that comes from shifting big financial responsibilities off his plate. As Kenny recounts lessons learned from the acquisition process, he offers invaluable advice to entrepreneurs on preparing for an exit, building the right advisory team, and embracing the discipline that comes with outside ownership. Plus, hear his thoughts on integrating AI in business today, and how fostering a curious, adaptable mindset can be a founder’s greatest asset—whether you’re eyeing a future sale or just trying to sleep better at night. If you’ve ever wondered what life looks like on the other side of selling your business, this candid conversation is one you won’t want to miss. 00:00 Staying CEO After Selling 06:34 From Wristbands to Asset Management 10:08 Natural Networking Drives Business Success 11:09 Rapid COVID-Era Product Pivot 14:41 Exploring the Acquisition Decision Process 17:45 Strategic Business Exit Planning 23:51 Entrepreneurial Challenges and Moving Targets 27:12 ”Wish for More Financial Discipline” 28:34 Entrepreneur Acquisition Advice 33:24 Acquisition Terms and Earnout Strategy 35:51 Choosing a Compatible Acquirer 40:41 AI as a Tool for Deeper Thinking 42:06 ”Empowering Teams with Tool Implementation” 46:14 ”Connecting with Kenny on LinkedIn”

Welcome to another episode of The Ownership Advantage! Today, host Tanner sits down with Kyle McCulloch, VP of North America at Bizval, to demystify the world of business valuations for small and mid-sized business owners. Drawing on Kyle’s diverse background—from trading commodity derivatives in South Africa to navigating Wall Street and even modernizing small businesses on the West Coast—they dig into what truly drives a company’s value, the biggest blind spots owners tend to overlook, and why most founders simply get “the number” wrong when it comes to what their company is really worth. If you’ve ever wondered whether your business is built to sell, want to understand the real risks investors look for, or are curious about how the latest tools (including AI!) can accelerate your journey, this episode is packed with practical insights you can’t afford to miss. Tune in to learn how to prepare your business for a future exit—whether that’s sooner or later—and why checking in on your company’s health should be as routine as tracking your personal finances. 00:00 ”Accelerated Business Valuation Insights” 03:12 Understanding Business Valuation Essentials 07:03 From South Africa to NY: Reality Check 10:18 From Hedge Fund to Business Revamp 13:42 ”Career Lessons in Resilience” 19:32 Can Your Business Survive Without You? 20:57 Preparing for Business Valuation Exit 26:01 ”Impact of Inflation on Businesses” 30:21 Avoid Adjustable Rate Business Loans 33:55 Affordable Business Valuation: Biz Valve 35:56 Business Financial Analysis Simplified 38:46 Rapid Market Changes Require Frequent Valuations 42:03 AI’s Impact on Business Efficiency 44:46 AI Progress: Marathon to Lamborghini 48:41 Connect with Kyle on LinkedIn

Welcome to another episode of The Ownership Advantage! Today, we’re diving deep into the real-world tactics behind running effective Facebook ads for your business. Host Tanner is joined by Bill Combes, founder of No Time for Social, a seasoned operator with over 25 years of hands-on experience helping local businesses—from healthcare and finance to roofing—unlock millions in revenue through smart, targeted social ad strategies. If you’ve ever thrown money at Facebook ad “boosts” hoping for miracles, or if you’ve been burned by agencies promising the world and delivering little, you’re not alone. In this episode, we unpack why most paid ad dollars get wasted, why “boost post” isn’t always your best option, and how true business growth comes from building campaigns with intent, creativity, and a real understanding of your audience. Bill shares insider tips on what’s actually working on Facebook and Instagram right now, the key differences between Google and Facebook ads, and why specialization—rather than trying to do everything—is critical to online marketing success. You’ll also get a behind-the-scenes look at how data, campaign design, and new AI technologies are shaping the future of digital advertising, plus actionable advice for any business owner looking to maximize their returns without burning through cash. Whether you’re skeptical of yet another marketing “expert” or you’re ready to finally turn paid ads into a true growth engine, you won’t want to miss this conversation. Let’s get started! 00:00 Ineffective Ad Boosting Strategies 08:55 Focused Expertise Drives Referrals 15:16 New Business Pitfalls: Marketing Traps 21:37 ”Effective Facebook Ads Strategy” 24:14 Google’s YouTube Ad Strategy Shift 32:33 ”Building Relationships in Marketing” 33:46 Unlocking Facebook’s Audience Insights 41:25 CRM Access Essential for Client Work 45:40 ”Complexity Challenges in Business Systems” 49:45 ”Exploring Claude and Prompt Genie” 58:16 AI’s Impact on Search Precision 01:01:27 ”AI’s Evolving Impact on Content” 01:07:53 ”Ask for Help, Business Owners”

🎯 Try 2 Weeks of Coaching FREE: https://ctx.actioncoachcentraltx.com/2-weeks-free-coaching Welcome to another episode of The Ownership Advantage! In today’s conversation, host Tanner sits down with Kay to dig into a question that a lot of small business owners—and creatives—are asking: How do you actually get started with AI? Together, they break down the initial steps for anyone dipping their toes into the world of AI chatbots like ChatGPT, Gemini, Claude, or Perplexity. Whether you’re a business owner wanting to streamline your workflow or an artist hoping to get past writer’s block, Tanner and Kay share practical tips on picking your first AI tool, learning how to ask the right questions, and making the most out of free social media resources and YouTube tutorials. But it’s not all about the tech. They also get real about the human side—like why it’s important to keep your own ideas at the heart of whatever you create, how to use AI for inspiration rather than 100% automation, and where the ethical boundaries might lie, especially in creative fields like songwriting. The episode even takes a playful turn as Tanner challenges Kay with some “contrarian” questions about AI-generated art and what the future might hold. If you’re curious about AI but not sure where to start, or if you’re thinking deeply about how to use it responsibly, this episode is packed with thought-provoking tips, honest personal stories, and plenty of laughs. So grab your headphones, hit play, and let’s demystify the first steps of using AI together! 00:00 ”Getting Started with AI” 04:27 ”Beginner’s Guide to Engaging Tools” 07:35 Effective Use of Chat Tools 11:14 Exploring AI’s Creative Potential 14:55 Contrarian Approach to Content Creation 18:45 Songwriting Without AI Assistance 19:52 Creative Insight Conversations 23:53 AI Empowerment in Music Distribution 27:57 ”Like & Subscribe for More”

🎯 Try 2 Weeks of Coaching FREE: https://ctx.actioncoachcentraltx.com/2-weeks-free-coaching Welcome back to The Ownership Advantage! In this episode, host Tanner dives deep into the Ideal Life Framework—a practical process designed to help business owners transform their businesses into vehicles for the lives they truly want to live. Forget about running your company just for the sake of it. Tanner walks us through a step-by-step formula, from clarifying your biggest dreams to setting SMART goals, identifying the skills you need to learn, building actionable plans, and then taking real steps forward. He offers a fresh perspective on using your business not just for financial gain, but as a means to unlock freedom, create meaningful experiences, and align your daily actions with your long-term vision. Whether your ideal life is about traveling, giving back, or simply having more time with those you love, Tanner shows you how to reverse-engineer your path—putting numbers to your goals and breaking down exactly what your business needs to achieve. If you’re tired of feeling stuck or want to make sure your business is propelling you toward your own version of success, you won’t want to miss this conversation. Let’s get started! 00:00 ”Goals Require Growth and Learning” 06:29 ”Reverse-Engineering Financial Goals” 10:11 ”Achieving $2M Revenue Goal” 11:30 Align Daily Actions with Goals 14:35 Farewell

🎯 Try 2 Weeks of Coaching FREE: https://ctx.actioncoachcentraltx.com/2-weeks-free-coaching Welcome to another episode of The Ownership Advantage! In today’s conversation, Tanner sits down with Kay to explore how business owners can leverage AI tools to streamline their daily operations and maximize results—without feeling overwhelmed by all the tech talk. From using ChatGPT and Google Gemini to Adobe Firefly, they break down real-world use cases, like automating admin tasks, writing creative bios, and generating eye-catching graphics. Whether you’re just starting to dabble with AI or looking to optimize the tools you already use, this episode is packed with actionable strategies. Kay and Tanner share their own tips for “training” AI as if it were a junior team member—sharing practical steps on delegation, creating detailed prompts, and organizing projects for better productivity. If you’ve ever wondered how to work smarter, not harder, with AI by your side, you’re in the right place. Stick around for practical advice, creative inspiration, and a blueprint to help you confidently bring AI into your workflow. Let’s dive in! 00:00 Intro 04:39 Maximizing AI as a Team Tool 06:44 ”Effective Delegation with AI” 10:42 Optimizing ChatGPT Projects Capsule 13:48 Proposal Writing Instructions Blueprint 19:10 Effective Prompting Examples 21:27 Effective Team Communication Strategies 23:07 AI Onboarding Mindset 26:50 Process Completion and Clarity 29:33 Eager for AI Questions

Welcome to The Ownership Advantage, where we uncover the real stories and strategies behind building values-driven businesses that stand the test of time. In this episode, host Tanner sits down with Robert Dicks, a former U.S. Air Force officer turned owner of Unicorn Moving, one of Austin’s most respected moving companies. Robert shares his unique journey from combat deployments to entrepreneurship, revealing why buying an established business can offer a smoother, more practical path to success than starting from scratch. You’ll hear how Robert leveraged leadership skills from his military background, navigated the scare and excitement of taking over a business with an existing team, and managed that delicate transition to foster trust, loyalty, and a remarkable company culture. From embracing “dirty boots” industries that are resistant to automation, to the power of incremental change over radical overhauls, Robert gives actionable insights into scaling with care and navigating the rapidly evolving business landscape—including the opportunities and efficiencies AI is creating in traditional trades. Get ready for a candid conversation full of practical wisdom on team-building, leadership, and why focusing on people over spreadsheets will set you apart for the long haul. Whether you’re considering your first acquisition or looking to level up your leadership, this episode is packed with tips, reflections, and stories to inspire your own Ownership Advantage. 00:00 ”Startup to Business Acquisition Journey” 05:58 Deal Collapse at Final Stage 08:15 Transitioning Business Leadership & Team Building 12:56 ”Learn Before Leading Change” 15:45 Reverse Strategy: Avoid Business Pitfalls 19:20 Respect for Hardworking Laborers 19:57 Stable, Long-Term Moving Crew 24:53 ”AI, Aging, and Home Services Shift” 28:40 ”AI Automation in Film Industry” 29:35 Embracing Tools for Business Growth 33:09 ”Spiritual Solutions to Business Challenges” 38:30 Insightful Podcast Conversation with Robert

🎯 Try 2 Weeks of Coaching FREE: https://ctx.actioncoachcentraltx.com/2-weeks-free-coaching Welcome to another episode of The Ownership Advantage! Today, hosts Tanner and Kay dive deep into one of the most common challenges faced by business owners: fixing a broken sales pipeline. Fresh off their quarterly Growth Club planning event, where clients shared their most pressing business frustrations, Tanner and Kay explore why so many entrepreneurs struggle to gain real visibility into their sales process and end up trying to solve the wrong problems. In this episode, you’ll discover why understanding your buyer’s journey is critical, how to identify the true bottlenecks in your pipeline, and actionable strategies to optimize each stage for better results. Tanner introduces the CLEAR method—a practical framework to capture, qualify, nurture, and convert leads more effectively—while Kay shares her real-world challenges with warming up leads and converting skeptics into clients. Whether you’re new to sales or looking to fine-tune your pipeline, this conversation is packed with insights, questions to ask potential leads, and simple 20-minute actions you can implement right away to start seeing improvements. Let’s get started on building a sales system that actually works for you! 00:00 Sales Pipeline Improvement Challenges 05:19 ”Clear Sales Offers and Follow-Up” 08:40 Choosing Between Chat or Call Strategies 10:18 Discovery and Engagement Strategies 13:14 ”Understanding the Sales Journey” 18:39 ”Uncovering Motivations in Conversations” 19:28 Exploring Emotional Barriers 24:15 ”Effective Sales Pipeline Strategy” 27:52 Free Two-Week Coaching Offer

On this episode of The Ownership Advantage, host Tanner sits down with Scott Carley, the “Change Energizer” and author of Can I Trust You?—a leading voice on the critical role trust plays in business and leadership. Scott shares the powerful story behind his passion for trust, including personal setbacks and hard-earned lessons that shaped his innovative Trust Credit Score framework. Together, they break down the nuts and bolts of trust—what it really means, how to build it intentionally, and why it’s the cornerstone of high-performing teams and strong business relationships. From dissecting body language in both face-to-face and virtual worlds, to exploring the impact of motives, expertise, and core values, this conversation is full of actionable insights for anyone looking to elevate their influence, repair credibility, or unlock new levels of cooperation within their organization. Scott also unpacks the realities of trust in our rapidly changing, tech-driven era, sharing practical advice for maintaining authenticity amid AI and digital communication. Whether you’re leading a team, growing a business, or simply striving to show up as a trusted presence in your world, this episode will leave you with a practical roadmap for building and rebuilding trust—one intentional action at a time. 00:00 Guest Spotlights: Trust in Leadership 03:13 From Theology to Leadership Development 06:33 Defining and Rebuilding Trust 10:54 Virtual vs. In-Person Body Language 12:58 Virtual Camera Positioning Effects 16:22 ”Actions Define Trust” 20:57 Trusting Home Service Professionals 24:46 ”Get Feedback from Trusted Peers” 26:31 ”Rebuilding Trust in Tech Company” 31:04 AI’s Impact on Business Authenticity 34:22 Adapting Writing for Millennial Audience 39:14 ”Seek Advice from the Experienced” 41:49 Leading Without a Title 43:45 ”Scott’s Insights on Trust Score”

On this episode of The Ownership Advantage, host Tanner sits down with Zachary Thomas, founder of Growth Horizons Wealth Management, to unravel one of the most daunting aspects of running a business—your finances. As a fee-only fiduciary, wealth manager, and fractional CFO, Zachary brings a unique perspective, blending retirement planning, tax strategy, and business growth expertise into actionable advice for entrepreneurs and families alike. Zachary shares stories from his own journey, including lessons learned from his grandfather’s entrepreneurial triumphs and challenges, and unpacks how bridging the gap between financial advising and accounting can help business owners build true wealth, inside their companies and in their personal lives. The conversation dives into the importance of cash flow management, the value of strategic delegation, and why collaboration with professionals like CPAs and attorneys is crucial as you scale. Whether you’re a business owner stuck in the day-to-day or ready to dream bigger, you’ll walk away from this episode with practical strategies, inspiring client stories, and a fresh perspective on aligning your business with the life you want to create. Don’t miss this insightful and relatable discussion on building financial clarity and real ownership in your business and beyond. 00:00 Scaling Success via Delegation & Automation 04:21 Integrated Financial & Personal Strategy 08:44 Passionate Financial Planning Impact 12:01 Sailing Dreams: A Business Strategy 15:26 Beyond Business Success 19:18 Cash Flow Timing: Tailored Strategies 22:10 Delegation: Focus on Business Strengths 27:03 Behavioral Insights in Financial Counseling 29:41 Building Trust Over Time 33:44 Lessons from Frodo’s Journey 37:34 Technology: Unlocking Human Potential 40:01 Digital Financial Risk Awareness 42:33 Embracing Reading Over Multitasking

Welcome back to The Ownership Advantage! In today’s episode we’re switching things up with a fresh, interactive format. Co-host Kay steps into the spotlight with her own real-life business challenges, inviting Tanner—our resident coach and host—to offer practical advice that you can put to work in your own business. As we gear up for a new quarter, the conversation dives into how to identify what’s working in your business, double down on proven strategies, and refine your focus for the next 90 days. Kay shares her journey of experimenting with different services, uncovering what truly delivers results for her, and grapples with the challenge of “going deeper” instead of spreading herself too thin. Tune in as Kay and Tanner break down actionable ways to prioritize, test new ideas without losing momentum, and even explore how to delegate and scale as your business grows. Whether you’re figuring out your next steps or curious about effective time management and prioritization, this episode is packed with relatable stories, data-driven decision making, and tips you can apply right away. We’re also opening up the floor for your questions! Listen in and learn how you can get your biggest business hurdles addressed in future episodes. 00:00 Identifying Winning Strategies 05:38 High-Ticket Coaching Conversion Analysis 07:08 Resource-Efficient Program Expansion 12:39 Focus for Mastery and Growth 16:32 Staying Focused on Goals 18:04 ”Ask a Coach: Submit Questions”

Try 2 Weeks of Coaching FREE: https://ctx.actioncoachcentraltx.com/2-weeks-free-coaching Welcome back to another episode of The Ownership Advantage! In today’s episode, “Data Driven Decisions,” our host Tanner dives into the power of tracking and measuring key metrics in your business. Tanner shares real-world insights from his own experience, highlighting how understanding where your time, money, and effort are actually spent can make or break your success. From time audits and financial metrics to marketing and sales data, he explains why moving beyond gut feelings and focusing on the right numbers leads to smarter, more effective decisions. Whether you’re overwhelmed by spreadsheets or just starting to implement data-driven practices, this episode is packed with practical advice to help you measure what matters, manage more effectively, and ultimately move your business toward greater profitability and satisfaction. Tune in and discover how tracking the details can give you the ownership advantage! 00:00 ”Time Tracking for Better Management” 06:07 Tracking Business Activity Metrics 07:24 ”Data-Driven Decision Making”

Welcome back to another episode of The Ownership Advantage! Today, host Tanner O’Brien dives deep into a topic that’s essential for sales success but often overlooked: the power of regular pipeline reviews. Whether you’re leading a sales team or working as an individual contributor, Tanner breaks down why consistently analyzing your sales pipeline and reviewing call recordings can be a game-changer. You’ll hear practical advice on identifying bottlenecks, spotting trends in objections, tightening feedback loops, and refining sales processes to boost conversion rates. If you’re looking to level up your team’s performance—or just your own—this episode is packed with actionable tips and real-world insights to help you hit those ambitious sales numbers and keep your pipeline flowing smoothly. Let’s get into it! 00:00 Pipeline Analysis and Review Insights 06:34 ”Sales Meeting Conversion Drop-off” 09:51 Improving Lead Qualification Process 13:23 Importance of Call Reviews 15:42 ”Elevate Skills with Call Reviews” 17:23 ”Delight”

Welcome back to The Ownership Advantage! In today’s solo episode, host Tanner O’Brien, Senior Partner at Action Coach Central Texas, dives into a topic every business owner should consider: what happens next when a potential client says “no” to your offer? Tanner unpacks the importance of understanding the warmth of your leads—from hot referrals that are ready to buy, to colder leads who are just discovering your business—and explains how to nurture those relationships through every step of the sales journey. He shares actionable strategies for building value ladders and sales funnels that keep prospects engaged, even if they’re not ready to buy today. Whether you’re wondering how to educate colder leads or create meaningful touchpoints for future sales, Tanner’s insights will help you turn every “no” into a fresh opportunity for your business. Tune in for practical advice on keeping your pipeline full and your prospects warm! 00:00 Understanding Lead Warmth 05:59 Building a Value Ladder Strategy 08:09 Building Relationships Through Strategic Engagement