On the Flywheel

Summary In this episode, Mike Hansen, a commercial real estate broker with Sotheby's International Realty, shares his unique journey from the fitness industry to specializing in vineyard and winery sales. He discusses the challenges facing the wine industry, the importance of understanding financial metrics, and the role of institutional investors and lifestyle buyers in the market. Mike emphasizes the value of building connections, providing value to the community, and the complexities involved in selling wineries. He also shares insights on using CRM tools and leveraging LinkedIn for networking, concluding with life advice on being present and enjoying life. Takeaways Mike Hansen transitioned from the fitness industry to real estate. An MBA can enhance financial understanding in real estate. The wine industry is facing significant challenges. Institutional investors are interested in large vineyards. Lifestyle buyers are becoming more discerning in their purchases. Selling wineries involves complex due diligence. Building connections is crucial in the wine industry. CRM tools help streamline sales processes. LinkedIn is a valuable platform for networking. Being present in the moment is essential for well-being. Chapters Introduction to Mike Hansen and His Journey 00:00:00 From Fitness to Real Estate: A Unique Path 00:04:02 The Value of an MBA in Real Estate 00:08:41 Understanding the Wine Industry 00:12:11 Current Challenges in the Wine Market 00:15:10 Institutional Investment in Vineyards 00:18:09 The Role of Lifestyle Buyers in Wine 00:22:02 The Complexity of Selling Wineries 00:25:04 Building Connections in the Wine Industry 00:26:56 Financing Family Farms 00:32:30 Using CRM for Sales Success 00:34:43 Leveraging LinkedIn for Networking 00:38:10 Final Thoughts and Life Advice 00:46:11 Links Michael Hansen– Website Jonathan Mahrt – LinkedIn | Instagram | Website Book recommendation: Links to all books mentioned on the show Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

Summary In this episode of On the Flywheel, I’m joined by Paul Herrerias, Founder and CEO of Herrerias & Associates. We talk about leadership, team building, and why strong businesses are built by teams—not individuals. Paul shares lessons from growing up in agriculture, his path through accounting and executive search, and what he’s learned about hiring, accountability, and building high-performing teams. We also discuss communication, culture, and the mindset leaders need to create long-term momentum. Takeaways Growing up in agriculture teaches responsibility, ownership, and value creation early in life. Businesses are built by teams, not individuals or budgets alone. Great leaders understand themselves before they can effectively lead others. Hiring well requires understanding strategy, culture, momentum, and leadership style. How and why someone leaves a job reveals as much as why they joined it. High-performing teams address conflict directly and communicate constructively. Accountability—clear roles and expectations—is a defining trait of great CEOs. The difference between a group and a team is shared commitment and continuous improvement. Strong teams balance communication, commitment, and competency. An attitude of gratitude fuels leadership, resilience, and hope in organizations and communities. Chapters Welcome to On the Flywheel 00:00:00 Paul Herrerias’ Early Life & Agricultural Roots 00:01:30 FFA, 4-H, and Early Leadership Lessons 00:05:30 Education, Accounting, and the CPA Path 00:10:30 Why Teams Build Businesses (Not Individuals) 00:14:30 Executive Search & Understanding Team Fit 00:18:30 Interviewing for Self-Awareness and Values 00:23:30 Common Team Mistakes & The Role of Coaching 00:28:30 Accountability, Roles, and CEO Effectiveness 00:32:30 The Three C’s of High-Performing Teams 00:36:00 Groups vs. Teams & Continuous Improvement 00:39:30 Books, Leadership, Learning & Final Wisdom 00:42:30 Links Paul K. Herrerias – Website | Website Jonathan Mahrt – LinkedIn | Instagram | Website Book recommendation: Links to all books mentioned on the show Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

Summary In this conversation, Ash Gomez, founder of Digital Twinners and co-founder of Orion Sky Studios, shares her journey from a sales career to running successful media companies. She emphasizes the importance of customer experience, building a strong team, and leveraging technology to enhance business operations. Ash discusses the impact of AI on the creative industry, lead generation strategies, and the significance of networking and partnerships. She also reflects on handling customer feedback and the diverse projects undertaken by Orion Sky Studios, concluding with insights on business philosophy and mindset. Takeaways Ash Gomez transitioned from a sales career to entrepreneurship. Digital Twinners focuses on real estate media, while Orion Sky Studios handles broader video production. Customer experience is crucial for business success. Building a strong team is essential for operational efficiency. AI can enhance creative processes but cannot replace human connection. Feedback from clients is vital for continuous improvement. Networking and partnerships are key to business growth. Authenticity and care differentiate small businesses from larger competitors. Choosing the right tools and processes can streamline operations. A positive mindset and following a plan are essential for overcoming challenges. Chapters 00:00 Introduction to Ash Gomez and her Journey 00:03:04 The Evolution of Digital Twinners and Orion Sky Studios 00:06:03 The Importance of Customer Experience in Business 00:09:01 Building a Strong Team and Effective Processes 00:12:01 Navigating Challenges in the Photography Industry 00:15:03 Leveraging Technology and Tools for Efficiency 00:17:53 The Role of AI in Creative Industries 00:20:55 Lead Generation Strategies for Business Growth 00:23:54 Handling Customer Feedback and Reviews 00:26:53 Exploring Orion Sky Studios' Diverse Projects 00:30:12 The Power of Networking and Partnerships 00:32:53 Final Thoughts on Business Philosophy and Mindset Links Ash Gomez – Website | Website | Instagram | Instagram | Instagram | Youtube Jonathan Mahrt – LinkedIn | Instagram | Website Links to all books mentioned on the show Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

Summary In this episode, I sit down with consultant Jon Rickards to talk through his unique path—from the Navy’s nuclear program to decades in the wine industry—and how all of that led him into helping small and micro-businesses bring order to their chaos. Jon shares what most business owners struggle with, why understanding your numbers matters so much, and how he’s helping his wife build a community-focused salon business. Takeaways Non-linear paths create powerful skill sets. Exposure broadens character and capability. Small business owners often lack business foundations. Understanding your numbers is essential. HR is a major blind spot. Chaos is often a systems problem, not a people problem. Micro-business owners must learn to give up hats. Building simple, maintainable systems matters. The salon model Jon and his wife built is about community, not just services. Relationships are a business survival tool. Chapters 00:00:00 Introduction 00:02:05 Jon’s Early Life & Military Path 00:06:40 Lessons & Challenges from the Navy 00:10:55 Discovering a Passion for Finance 00:13:20 Trying Financial Advising & Realizing It Wasn’t a Fit 00:16:45 Entering the Wine Industry 00:21:30 Moving Toward Consulting 00:25:50 What Small Businesses Get Wrong 00:31:40 The Power of Systems & Delegation 00:36:10 Inside the Salon Business Model 00:41:45 Training, Compensation & Team Growth 00:46:30 Relationship Building in an Economic Downturn 00:49:00 Lightning Questions: Books & Billboards 00:51:15 Closing & Where to Find Jon Links Jon Rickards – Website Jonathan Mahrt – LinkedIn | Instagram | Website Links to all books mentioned on the show Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

Summary In this episode, I sit down with Adrian Gould, Practice Director at Robert Half, for a conversation about career pivots, productivity, and the evolving world of accounting and finance consulting. Adrian shares how he went from managing rental car branches to overseeing more than 60 active projects at once, and we dive into trends shaping the labor market today—from AI’s growing influence to why companies are running leaner than ever. Takeaways Career trajectories don’t need to be linear Project-based staffing is on the rise Time-blocking is Adrian’s productivity superpower AI is reshaping accounting & finance teams Companies are running leaner Hiring is increasingly filtered by AI tools LinkedIn remains Adrian's top networking tool The labor market is cyclical ERP and accounting system upgrades are everywhere Don’t fear change Chapters 00:00 Welcome to the podcast; Jonathan introduces guest Adrian Gould. 01:20 From business school to Enterprise Rent-A-Car and into recruiting at Robert Half. 06:45 Overview of the company’s structure, specializations, and consulting partnership with Protiviti. 10:20 Explaining the Loan Staff Program, consulting projects, and client engagement. 13:40 Stories from the field: acquisitions, ERP implementations, fires, surprises, and project chaos. 20:00 NetSuite, Dynamics, Intacct, Workday—what companies choose and why. 24:30 Success factors and unexpected challenges that derail initiatives. 28:50 Why companies bring in outside help. 30:20 Adrian’s workflow, Salesforce notes, and time-blocking system. 36:45 How he builds flexibility into his schedule without losing focus. 39:50 How much is inbound vs. self-generated, cold calling tactics, and LinkedIn strategy. 46:00 AI’s impact, layoffs, efficiency, and role elevation in finance teams. 51:40 Resume tailoring, ATS screening, mistakes to avoid. 57:00 Observations from San Francisco and beyond. 1:01:30 Books, dad jokes, and wisdom for a billboard: don’t fear change. Links Adrian Gould – LinkedIn | Website Jonathan Mahrt – LinkedIn | Instagram | Website Links to all books mentioned on the show Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

Summary In this conversation, John Rushworth from Spark Plug Marketing shares his journey from startups to establishing a successful digital marketing agency. He discusses the importance of helping small businesses succeed, common mistakes they make in digital marketing, and how to maximize their online presence. Takeaways John's family has a long history in farming and marketing. He started Spark Plug Marketing to help small businesses succeed. Common mistakes include underutilizing assets like email lists and social media. Clients typically see returns within three months of working with Spark Plug Marketing. Maintaining an active online presence is crucial for small businesses. AI is changing the landscape of digital marketing. Google search ads provide the best ROI for small businesses. Effective budgeting is key to successful marketing campaigns. Influencer marketing can be a powerful tool for small businesses. Physical exercise can enhance mental clarity and productivity. Chapters Family Legacy in Farming and Marketing 00:00:00 The Journey to Spark Plug Marketing 00:03:10 Helping Small Businesses Succeed 00:06:05 Common Mistakes in Digital Marketing 00:09:05 Maximizing Online Presence 00:12:02 The Impact of AI on Marketing 00:14:58 Finding Value in Ad Spend 00:17:56 Tools and Processes for Success 00:20:57 Unique Selling Points of Spark Plug Marketing 00:23:45 Leveraging Social Media Platforms 00:26:58 Influencer Marketing Strategies 00:29:48 Budgeting for Digital Marketing 00:33:00 Advice for Budget-Constrained Businesses 00:36:05 Final Thoughts and Recommendations 00:38:49 Links John Rushworth – Website Jonathan Mahrt – LinkedIn | Instagram | Website Links to all books mentioned on the show Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

Summary In this conversation, Bill Vick, a Vistage Chair, discusses the importance of peer networks for business leaders, the role of accountability in driving growth, and the challenges faced by business owners today. He emphasizes the value of strategic planning, community connection, and the impact of AI on the business landscape. Vick shares insights on how Vistage helps members navigate these challenges and highlights the importance of caring for employees and fostering a supportive business environment. Takeaways Vistage is the largest peer network in the world. Isolation is a common challenge for CEOs. Accountability can significantly boost business performance. Strategic planning is essential for long-term success. Understanding business valuation is crucial for owners. Regulatory challenges can threaten small businesses. Community involvement enhances business success. AI presents both opportunities and risks for businesses. Peer support is vital for personal and professional growth. Caring for employees is a priority for successful leaders. Chapters Introduction to Vistage and Bill Vick 00:00:00 The Role of a Vistage Chair 00:02:43 The Power of Peer Networks 00:05:57 Accountability and Growth in Business 00:08:45 Strategic Planning and Business Valuation 00:11:48 Common Challenges for Business Owners 00:14:44 Navigating Regulations and Employee Relations 00:18:01 The Importance of Community and Connection 00:20:55 AI and Its Impact on Business 00:23:53 Final Thoughts and Recommendations 00:26:49 Links Bill Vick – Website | LinkedIn Jonathan Mahrt – LinkedIn | Instagram | Website Links to all books mentioned on the show Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

Summary In this engaging conversation, Kathleen Stafford shares her diverse career journey, from her early days at Wells Fargo to her experiences in the restaurant business and her current role as a realtor. She reflects on the importance of family, the challenges of navigating career changes, and the lessons learned along the way. The discussion emphasizes the value of hard work, independence, and the impact of personal experiences on shaping one's life path. Takeaways We are the sum of our experiences and the roads we've taken. It's never too late to start over and try something new. The importance of family and being present in children's lives. Navigating career changes can lead to unexpected opportunities. Running a restaurant is both rewarding and physically demanding. Teaching financial literacy to kids is crucial. The balance between work and family life is essential. Embracing independence and allowing children to find their own paths. Life is about making choices based on circumstances. Nothing easy is worth having; hard work is essential. Chapters Journey Through Life's Roads 00:00:00 Navigating Career Changes 00:10:03 The Restaurant Experience 00:19:50 Lessons in Parenting and Independence 00:29:53 Reflections on Life and Wisdom 00:39:55 Links Katherine Stafford - LinkedIn | Website Jonathan Mahrt – LinkedIn | Instagram | Website Links to all books mentioned on the show Thank you for joining us for this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

Summary In this engaging conversation, Sean Langwell shares his journey from a corporate career in sales and marketing to becoming an author and confidence coach. He discusses the importance of maintaining a beginner's mindset, the process of writing and self-publishing his books, and introduces his five-step method for building confidence and overcoming fear. The conversation emphasizes the significance of taking bold actions, the value of accountability, and the necessity of introspection in personal and professional growth. Topics Introduction to Sean Langwell and His Journey 00:00 The Journey to Becoming an Author 04:29 The Five-Step Method for Building Confidence 09:51 The Importance of Taking Action 21:08 Real-Life Applications of the Five-Step Method 28:02 Advice for Those Feeling Stuck 37:02 Conclusion and Final Thoughts 45:05 Takeaways Sean Langwell has over 33 years of experience in sales and marketing. His journey to becoming an author was inspired by personal experiences and a desire to help others. The five-step method includes identifying problems, deciding what you want, understanding your why, making a plan, and working the plan. Taking action often requires just 10 seconds of boldness. Failure is a valuable teacher that can lead to growth and learning. Comfort can lead to complacency, hindering personal growth. Accountability is crucial for achieving goals and overcoming challenges. Self-reflection and introspection are key to understanding one's desires and motivations. Networking and immersing oneself in desired fields can provide clarity and opportunities. Life is too short to let fear dictate your actions. Links Shawn Langwell – Website | LinkedIn Jonathan Mahrt – LinkedIn | Instagram | Website Links to all books mentioned on the show Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

Summary In this episode of On the Flywheel, I chat with Ed Troxell about how to build confidence on camera and keep business simple. Ed shares his journey from tech and education to coaching others on showing up authentically through video. We talk about mindset, overcoming fear, and why connection matters more than perfection. If you’re ready to be seen, heard, and paid—this one’s for you. Topics From Education to Entrepreneurship 00:00:56 Helping People Show Up on Video 00:09:32 Mindset, Fear & The Confidence Gap 00:16:49 Business Simplicity & Systems 00:30:31 Personal Reflections, Books & Advice 00:41:10 Links Ed Troxell – Website Jonathan Mahrt – LinkedIn | Instagram | Website Links to all books mentioned on the show Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

Summary Michele LeSage has spent four decades helping organizations—from construction firms to Lucasfilm—turn branded merchandise into memorable, referral-generating experiences. In this conversation, she shares how creativity beats catalogs, why “sales without compassion” fails, and the routines and networks that keep her business moving. We also cover practical promo strategy (like why sticky-note cubes are sneaky-powerful), succession planning, work-life rhythms, and the happiness mindset she’d put on a billboard. Topics Michele’s Journey Into Promotions 00:00:53 Creativity, Client Care, and Cookies 00:05:53 Staying Consistent and Leading by Example 00:08:19 The Value of Tangible Marketing 00:13:52 Life Balance, Self-Care & Staying Energized 00:24:18 Links Michele LeSage - LinkedIn | Website Jonathan Mahrt – LinkedIn | Instagram | Website Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

SUMMARY In this episode, I talk with Allan Jaffe, VP of Technology at Top Speed Data, about his 40+ year career in telecom and tech. We cover what it means to be a technology advisor, how his team helps businesses solve problems without extra cost, and why cybersecurity is more important than ever. Allan also shares thoughts on work-life balance, daily routines, and how perspective and kindness go a long way in business and life. A Career Built on Adaptability & Relationships 00:00:48 Allan shares his journey from earning an economics degree at UC Davis to building a career in telecom and technology Early work at Pacific Bell, experience in operations, then a shift to sales and leadership How Top Speed Data formed: a group of former colleagues reuniting to launch a client-first technology advisory firm The evolution of the industry: from black rotary phones to full-stack cloud solutions The Business of Technology Advising 00:03:34 What a "technology advisor" really does Why the independent broker model is a win-win for clients and providers How Top Speed Data helps businesses find the right tech solutions without added cost The team’s hands-on, community-centered, service-first approach Common client challenges and how Allan and his team solve them Routines, Success, and Work-Life Integration 00:08:18 Allan’s morning routine: early starts, dog walking, and focused deep work How he structures his day and week for maximum impact The importance of flexible work to show up for family Reflections on “work-life integration” over the elusive idea of “balance” The role of perspective and gratitude in staying grounded Industry Insights & Common Missteps 00:18:25 The biggest risks How ransomware attacks often target small and medium businesses The growing threat of ransomware-as-a-service and data leaks on the dark web Advice to companies: security is no longer optional, even for SMBs Why Allan believes in doing what it takes to support both his clients and his family Books, Reflections & Bonus Wisdom Book Recommendations 00:36:29 Nuts! by Herb Kelleher – customer service and culture at Southwest Airlines Leadership in Turbulent Times by Doris Kearns Goodwin – lessons from presidential history Unapologetically Ambitious by Shellye Archambeau – breaking barriers for women and minorities Thoughts on perspective, resilience, and why even difficult jobs are a privilege How growing up with strong family values and immigrant roots shaped his work ethic The importance of hobbies, hiking, community, and... walking his wife's dog Links Allan Jaffe - LinkedIn | Top Speed LinkedIn | Website Jonathan Mahrt – LinkedIn | Instagram | Website If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

SUMMARY In this episode, I sit down with Russ Powell of Russ Powell Consulting to explore what it really takes to be an effective leader and team builder. Russ shares the winding path that led him from psychology and teaching to instructional design, the U.S. Coast Guard, and eventually into leadership development. We talk about why most people don’t think systemically, the value of simplicity in coaching, and how habits like journaling, poetry, and reflection can power real transformation. Russ also shares his daily poem, practical frameworks for teams, and what makes his coaching style unique. TOPICS Russ’s Career Journey 00:00:30 From Jesuit studies to instructional design and corporate consulting Working with the U.S. Coast Guard, Sun Microsystems, and Genentech Founding Peregrine Performance Group and eventually launching Russ Powell Consulting Leadership and Team Development 00:06:16 From Jesuit studies to instructional Common mistakes leaders make—especially in startups Building systems thinking and collaborative problem-solving skills The “It, We, I” model and how to apply it in daily reflection Daily Practices for Growth 00:08:47 Bug Russ: Reflecting on yourself as if from the outside Morning habits: meditation, walks, and starting the day with poetry Writing, journaling, and simple visual models for self-awareness Poetry and Emotional Grounding 00:22:45 How poetry helps in personal clarity and emotional processing Russ’ daily poem Using poetry as a leadership tool in times of grief and transition Business Insights and Frameworks 00:36:15 What makes his coaching different The Freedom Compass and applying frameworks to productivity Admin challenges and how to stay focused on the work that matters Books & Inspiration 00:39:16 Humankind by Rutger Bregman: real-life stories of compassion and cooperation How to Survive the Loss of a Love: a beautifully structured book blending science, psychology, and poetry Final Reflections 00:41:37 Billboard message: “A desk is a dangerous place from which to view the world” Why self-awareness, courage, and simplicity are key to meaningful leadership Russ’ advice for leaders Links Russ Powell - Website Jonathan Mahrt – LinkedIn | Instagram | Website Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

*SUMMARY* In this episode, I chat with Jeff Arnold from the Armstrong Company about his unique path through retail sales, tech, cannabis consulting, and eventually landing in the world of professional moving. Jeff opens up about lessons learned from early jobs, why he keeps gravitating toward sales, and how becoming a dad reshaped his priorities. We dive into the wild economics of cannabis, what it’s like selling complex moving services, and why building trust and relationships matters more than any sales tactic. *TOPICS* *Jeff’s Background* 00:00:38 Starting in retail at RadioShack and learning commission sales early Studying economics at UC Santa Cruz and developing a big-picture thinking approach Stints in tech, marketing agencies, and various consulting gigs *Entrepreneurial Lessons in Cannabis* 00:06:00 Entering the cannabis space during a period of rapid industry change The economic realities of legalization, oversupply, and commoditization Consulting on everything from manufacturing SOPs to agricultural efficiency *Returning to Sales and Finding Stability* 00:19:26 The impact of health, marriage, and fatherhood on career choices Building transferable skills across industries, including supply chain, product development, and brand strategy Life at the Armstrong Company 00:29:16 Selling residential, commercial, and specialized moving services The importance of taking responsibility end-to-end in complex moves Comparing DIY moves vs. full-service moves—and what’s worth the premium *The Heart of Sales* 00:39:40 What keeps Jeff coming back to sales: relationships, puzzle-solving, long-term growth Sales as a lens for understanding people and building professional momentum Advice for those struggling to find joy or sustainability in their sales careers *Books & Inspiration* 00:47:36 The New Jim Crow by Michelle Alexander: a must-read for perspective on systemic inequality Using quantitative analysis to bridge ideological divides *Final Reflections* 00:51:50 Billboard message: “Be nice to someone today” The power of empathy, small gestures, and assuming the best in others How being kind costs nothing—and can change everything Links Jeff Arnold- https://www.goarmstrong.com / LinkedIn Jonathan Mahrt - LinkedIn - / jonathanmahrt , Instagram - / flywheel_consulting , Website - http://www.flywheelconsulting.co/ Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

*SUMMARY* In this episode, I sit down with Brynn Wilson, an estate planning attorney. Brynn walks us through her unique journey into law, starting as a high school receptionist at a law firm, and how she found her passion in estate planning. We talk about what it really means to be a partner at a law firm, the emotional challenges of estate litigation, and the nuances of helping families navigate end-of-life decisions. She also opens up about her personal routines, how she maintains momentum in her career, and the importance of self-awareness and positivity in building a meaningful life and business. *TOPICS* Brynn’s Background 00:00:38 Starting in law as a high school receptionist Shifting from family law to estate planning Finding inspiration from her mother and early mentors The Reality of Being a Lawyer 00:05:17 Misconceptions about lawyers and managing client perceptions Differences between litigation and transactional work Understanding the business side of law: partnerships, billables, and scaling Estate Planning and Family Dynamics 00:18:19 Why precision and detail matter in legal documents Navigating emotionally charged family situations The importance of client fit and knowing when to refer out Advice for Professionals and Entrepreneurs 00:22:47 Staying positive and being persistent through career ebbs and flows Building self-awareness and addressing your limitations Keeping family relationships a priority over financial gain Books & Inspiration 00:35:00 Jen Sincero’s books on personal development and affirmations The power of subconscious awareness and self-work Final Reflections 00:36:54 What Brynn would put on a billboard: “Stay Positive” The lessons she’s learned from helping people plan for the end of life Reaffirming that strong relationships matter more than money LINKS Jonathan Mahrt - LinkedIn | Instagram | Website Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

Summary In this episode, I sit down with Jessica Hart of Jessica Hart Consulting to explore the world of HR for small and medium-sized businesses. Jessica shares insights on the most common HR pitfalls, what drives her passion for human resources, and how she navigates the constantly changing legal landscape—especially in California. She also opens up about launching her own consulting practice, juggling family life, and the power of networking in building a business. Topics Jessica’s Background Growing up in Petaluma, CA Early experiences that sparked her interest in HR Working in HR at Target and Heineken Common HR Mistakes in Small Businesses Wage and hour compliance: Why your payroll provider doesn’t guarantee correct pay The importance of meal breaks, timekeeping systems, and understanding state/federal laws Handbooks and policies: keeping them updated (especially in California) When To Hire HR Fractional HR services vs. a full-time HR generalist Complexity (multiple sites, different roles) vs. headcount considerations Staying informed on legislation changes (California-specific challenges) Launching Hart Consulting Transitioning from corporate life to entrepreneurship Early challenges: software overwhelm, choosing tools Leveraging networking and referrals to build a client base Advice for Other Business Owners “Givers get”: building trust by offering value first The power of relationship-building and visibility on LinkedIn Balancing parenting with business demands and enjoying flexibility Links Jessica Hart - Website, LinkedIn Jonathan Mahrt - LinkedIn, Instagram, Website SHRM (Society for Human Resource Management): https://www.shrm.org Payroll/HR Systems Mentioned: ADP Gusto BambooHR Books mentioned on this episode Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

Summary In this episode, I chat with Roxanne Alban, owner of Applied Financial Services, Inc., to explore the critical financial challenges businesses face and how to overcome them. Roxanne shares her journey from working in a domestic violence organization to becoming an entrepreneur helping nonprofits and businesses streamline their financial processes. She also provides actionable advice for business owners to gain control over their finances and highlights the importance of trust, understanding, and teamwork in her approach to financial management. Topics Roxanne’s Journey to Entrepreneurship Common Financial Pitfalls Empowering Clients Building a Resilient Financial Team Personal Practices for Success Links Roxanne Albin - Website, LinkedIn Jonathan Mahrt - LinkedIn, Instagram, Website Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

Summary This week I'm thrilled to share my conversation with Cynthia Riggs of the Biz Diva. Cynthia’s entrepreneurial journey is nothing short of inspiring. From an unexpected start at a flea market to building a multi-million dollar clothing line, Cynthia shares the lessons and challenges she faced, particularly in creating high-quality, stylish clothing for plus-size women when such options were scarce. Her story is a testament to passion, resilience, and the power of niche markets. Today, Cynthia runs the Biz Diva, helping women build successful seven-figure businesses. This episode is packed with practical advice and insights on entrepreneurship, financial management, and scaling a business. Topics Cynthia’s unconventional path from psychology student to business owner. The inception of her clothing business at a flea market. Breaking into the plus-size clothing market in the 1980s. Creating high-quality, stylish clothing that changed lives. Navigating the challenges of scaling a business and going direct-to-consumer. Transitioning from retail to mail-order and the early adoption of e-commerce. The crucial role of understanding your numbers in business success. The psychological aspects of entrepreneurship and the importance of asking for help. Cynthia’s transition to the Biz Diva and her mission to support women entrepreneurs. The process and challenges of scaling a business beyond the founder. Links Books mentioned on this episode Cynthia Riggs - Website, LinkedIn Jonathan Mahrt - LinkedIn, Instagram, Website Thank you for joining us on this episode of On the Flywheel! If you enjoyed our discussion, please rate, follow, share, and review our podcast. Your support helps us continue to bring you insightful conversations with inspiring guests. Until next time, keep building momentum in your personal and professional lives!

Summary On Episode 7 of On the Flywheel we have an exciting guest, Barry Bierman of Lockstone Media. We dive into Barry's fascinating journey from his roots in Saskatchewan to founding his own video production company. Barry shares his unique path, from working on oil rigs to yachts, and eventually becoming a self-taught director of photography. Tune in to hear how he navigated these diverse experiences and built his career in media production. In this episode, Barry and I discuss the importance of practical experience over formal education, the value of hard work, and how personal challenges can shape professional growth. We also touch on the significance of creating balance and harmony between work and life, especially when managing a demanding career. Barry's story is not only inspiring but also full of practical insights for anyone looking to forge their own path in the creative industry. Topics Introduction and Barry's background Growing up in Saskatchewan and the influence of movies Working on oil rigs and learning the value of hard work Transitioning to yacht work and discovering a passion for video production Building a career in media and the importance of a strong portfolio The impact of formal education vs. practical experience in creative fields Balancing work and life and finding personal harmony Health challenges and maintaining physical well-being The importance of relationships and making clients feel valued Recommendations for aspiring creatives and business insights Links & Resources Books mentioned on this episode Barry Bierman - Website, Instagram, LinkedIn Jonathan Mahrt - LinkedIn, Instagram, Website Closing Remarks Thank you for joining us on this insightful episode of On the Flywheel. If you enjoyed the episode, please remember to rate, follow, share, and review the podcast. Your support helps us bring more inspiring stories and valuable insights to our listeners.

Summary In this episode, I sit down with Ryan Larrabure from Larrabure Construction and Design. Ryan shares his inspiring journey from starting as a painter in Petaluma to running a successful construction business. We delve into the importance of finding the right people, offering opportunities for growth, and the challenges of managing a small business. Ryan's passion for design and his unique approach to business management shine through as we discuss the ups and downs of the construction industry. Topics Ryan’s early days: From painting to accounting, and finally starting his own business Realizing a passion for management over construction Challenges of retaining seasonal workers and transitioning them into full-time roles Strategies for keeping employees engaged and loyal Navigating the complexities of running a small business and maintaining quality The importance of focusing on core services and firing bad customers Managing remote operations and effective delegation Ryan’s business philosophy: Prioritizing good people and smart growth Balancing work and family life as a small business owner Ryan’s favorite books and continuous learning habits Links & Resources Books mentioned on this episode Ryan Larrabure - Website Jonathan Mahrt - LinkedIn, Instagram, Website Thank you for listening Thank you for tuning in to this episode of On the Flywheel! If you enjoyed our discussion with Ryan Larrabure, please rate, follow, share, and review our podcast. Your support helps us reach more listeners and continue bringing you insightful conversations every week. See you next Sunday!

Summary In this episode, I sit down with Ramsay Brown, a Commercial Relationship Manager at a local community bank. We dive into Ramsay's fascinating career journey, from his MBA days to his current role where he thrives on helping businesses secure the financing they need to grow. Ramsay shares valuable insights into the banking industry's unique aspects, the importance of relationship management, and the delicate balance between work and personal life. Don't miss out on this engaging conversation packed with practical advice and personal anecdotes. Topics Introduction to Ramsay Brown and his role at the bank Ramsay's career path and education background The rewarding aspects of working with clients and their businesses Differences between community banks and large financial institutions The challenges of regulatory audits in banking Importance of mentorship and asking questions in career growth Work-life balance and maintaining personal relationships Ramsay's daily routines and productivity tips Advice to younger self: prioritize personal life over work Ramsay's favorite books and recommendations Links & Resources Pacific Coast Banker School A Promised Land Previous On the Flywheel book recommendations Jonathan Mahrt - LinkedIn, Instagram, Website Thank you for listening Thank you for tuning in to this episode of On the Flywheel! If you enjoyed our discussion with Ramsay Brown, please rate, follow, share, and review our podcast. Your support helps us reach more listeners and continue bringing you insightful conversations every week. See you next Sunday!

In this episode, I chat with Kyle Masterpole, the founder of The Bay Fitness. Kyle shares his journey from working at Dairy Queen in high school to becoming a strength and conditioning coach for college athletes and ultimately starting his own mobile fitness business. We discuss the unique aspects of his business, the importance of detailed observation and personalized training, and how he maintains a work-life balance. Join us as we delve into the world of mobile fitness and learn from Kyle's experiences and insights. Links & Resources: Kyle Mastropole - The Bay Fitness Jonathan Mahrt - LinkedIn, Instagram, Website Thanks for tuning in to this episode of On the Flywheel! If you enjoyed our conversation, please rate, follow, and review the podcast. Share it with friends who might find it helpful, and stay tuned for more insights from inspiring professionals and entrepreneurs. For feedback, email [email protected].

Welcome back to On the Flywheel! In episode 3, we dive into an engaging conversation with Matthew Larrabure, who shares his unique journey from running a hot dog cart in college to becoming a successful financial advisor. Matthew recounts his early entrepreneurial ventures, the importance of setting clear goals, and the impact of surrounding yourself with good people. He also provides insights into managing work-life balance, the role of continuous learning, and his quirky coffee routine. This episode is packed with practical advice and personal stories that will inspire anyone looking to find their path to success. Links List of books mentioned on the podcast College Works Painting - The company where Matthew first learned about the painting business. Merrill Lynch - The investment firm where Matthew began his finance career. RBC Wealth Management - Matthew's current firm. Toastmasters - An organization for developing public speaking and leadership skills. Matt’s LinkedIn Jonathan’s LinkedIn, Instagram, Website Recommended Books Never Split the Difference by Chris Voss - A guide to negotiation techniques from an FBI hostage negotiator. How to Win Friends and Influence People by Dale Carnegie - Classic advice on personal success. Rich Dad Poor Dad by Robert T. Kiyosaki - A perspective on financial education and independence. Thanks for tuning in to this insightful episode with Matthew Larrabure. If you enjoyed the discussion, please remember to rate, follow, share, and review On the Flywheel. Your support helps us bring more inspiring stories and valuable insights every week. Stay tuned for more episodes!Read transcript

Show Notes On the Flywheel is a weekly podcast hosted by Jonathan Mahrt of Flywheel Consulting where each week we talk to entrepreneurs and professionals about the practical things they do to build and maintain momentum in their personal and professional lives. In episode 2 of On the Flywheel, we sit down with guest Stephen McNeil, EVP of Strategic Partners & Programs at TRUE Network Advisors. He brings us on his unusual career journey from helping run his family’s insurance business to helping sell the company to a larger firm, and finally his experience then working for that firm. We also talk about the processes and habits he builds into his own life to create a foundation for success and the need for businesses to continue to adapt in order to grow and thrive. Links Todoist You Need A Budget Atomic Habits Jesse Cole Books Where to find us Jonathan Mahrt LinkedIn Instagram Website Stephen McNeil LinkedInRead transcript

Episode Notes On the Flywheel is a podcast hosted by Jonathan Mahrt of Flywheel Consulting where we talk to entrepreneurs and professionals about the practical things they do to keep and build momentum in their personal and professional lives. On episode 001, we talk to Dan Ancheta, President of Sequence Mortgage. Join us as Dan shares his journey from entrepreneurial ventures like owning a CrossFit gym to leading a growing mortgage business. Learn how he streamlines complex processes, creates repeatable business systems, and uses technology to enhance user experiences in the mortgage industry. Most importantly, we talk about why relationships are key to a successful business. Tune in to discover the small but powerful practices that keep Dan's business moving forward. Where to find us: Dan Ancheta's Instagram: https://www.instagram.com/danancheta_homeloans/ Sequence Mortgage: https://sequencemortgage.com/ Jonathan Mahrt's Instagram: https://www.instagram.com/flywheel_consulting/ Flywheel Consulting: www.flywheelconsulting.co For feedback, email [email protected]