TAB Presents: The Leadership Exchange

Most sales conversations focus on the wrong thing — and Andy Bounds has spent his career proving it.In this episode of The Leadership Exchange, Jason Zickerman sits down with Andy Bounds, bestselling author and one of the UK's most sought-after sales and communication experts, to explore a deceptively simple question: are you leading with what you do, or with what your client actually gets after working with you?Andy shares his AFTERS framework, the philosophy that has transformed how thousands of leaders communicate and sell. He and Jason dig into how to apply it in live conversations and in writing, how to prove you can deliver on your promises, and why referrals done intentionally are the most powerful growth tool a business owner has.This is about more than selling. It's about having conversations that actually connect.

John Warrillow is the founder of The Value Builder System™ and has spent his career helping business owners grow companies worth buying.In this episode, John and host Jason Zickerman discuss the rise of Entrepreneurship Through Acquisition (ETA), a trend where young entrepreneurs are approaching owners directly to buy their businesses. John breaks down what makes these buyers different, how to prepare for them, and why building value should start long before you're ready to sell. He also shares early patterns from his research on AI adoption among business owners, and what those trends may reveal about adaptability and leadership.This is about preparation, not panic. And it starts with understanding what makes your company worth buying.

Exit planning isn’t about retirement, it’s about leadership. In this episode of The Leadership Exchange, Jason Zickerman talks with John Dini, exit planning expert and long-time TAB member, about why leaders should “begin with the end in mind” from day one. John shares how thinking like a future buyer sharpens decision-making, increases enterprise value, and prepares both the business and the owner for what’s next.This conversation challenges owners to stop postponing the inevitable and start leading with intention. For today, and for the eventual handoff.

Leanne Monaghan is a wellness leader, entrepreneur and coach whose journey from bankruptcy and life-altering cancer diagnosis to empowered heath advocate has shaped her mission: helping people become the CEO of their own health.Leanne shares with us the pivotal moment that forced her to reclaim control of her wellbeing and the two decade path that followed. Her story includes deep self-education, collaboration with medical and holistic practitioners, and commitment to understanding how the body truly heals. From navigating gaps in the healthcare system to building a multidisciplinary approach to wellness, she offers a powerful perspective on resilience, self-advocacy and what it really means to thrive. Her story reminds us that leading yourself and taking ownership of your health and mind is the foundation for leading others.

Matt Montellione is a seasoned entrepreneur and professional speaker with expertise cryptocurrency, B2B marketing, and decentralized finance (DeFi). With over a decade of entrepreneurial experience and investing in cryptocurrency, Matt recognized early on the transformative potential of digital assets for small businesses. From launching successful ventures to pioneering the use of crypto and DeFi in everyday business, Matt shares the lessons, risks, and breakthroughs that shaped his journey. He dives into how innovative financial tools can open doors, challenge traditional thinking, and give leaders a bold edge in a rapidly changing world.

In this episode of The Leadership Exchange, host Jason Zickerman, CEO of The Alternative Board (TAB), welcomes Jim Liptrot, a purpose-driven leader whose career spans engineering, education, and executive leadership.Jim’s story is one of resilience, reinvention, and leading with heart. From rebuilding a struggling business to guiding organizations that serve youth outside of traditional education systems, Jim has always believed that people — not products or profits — are what make a company truly great.This conversation dives deep into what it means to lead with values, stay grounded during periods of rapid change, and build culture through small, often-overlooked human moments. Jim shares personal experiences of taking career risks to pursue meaningful work, mentoring emerging leaders, and the impact of surrounding yourself with people who align with your purpose. 

In this premiere episode of The Leadership Exchange, host Jason Zickerman, CEO of The Alternative Board (TAB), sits down with Roey Diefendorf — a legacy-driven entrepreneur, educator, and innovator with over 50 years of experience guiding families and business leaders toward “more than money” wealth.Roey’s journey spans a 150-year-old family business, multiple reinventions, and a powerful personal mission to create meaningful impact across generations. As a founding member of More Than Money 360 and a passionate non-profit leader, Roey shares candid lessons from his decades of leadership — including navigating generational transitions, finding the courage to transform a traditional business, and the importance of mentorship in shaping a lasting legacy.