Episodes

June 8, 2023

Rich Woo - Founder of Catalyst Planning Partners: Surviving Your Firs…

Rich is the Founder of Catalyst Planning Partners. Catalyst Planning Partners is a wealth advisory and financial planning firm that manages over 400 million dollars of client assets and works with executives, closely held bus...

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June 1, 2023

Sam McKenna - Founder at #samsales Consulting - Using Fear to Find Jo…

Sam McKenna is the CEO of #samsales Consulting. #samsales is a multi-million dollar sales consulting company serving over 165 clients and consistently hitting triple-digit revenue growth. Sam is an award-winning sales leader,...

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May 25, 2023

Dr. Billy Williams - CEO of Williams Family Investment Group: Buildin…

Dr. Billy Williams is the CEO of the Williams Family Investment Group, a group of more than 160 partner insurance agencies that produce almost a billion dollars in insurance premiums. He is also the Founder and President of I...

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May 18, 2023

Lacey Picazo - Founder & CEO of ZoCo Design: When to Pursue Your Busi…

Lacey is the Founder & CEO of ZoCo Design, the UX and product design studio for customer-centric software companies. ZoCo has been recognized on the Inc. 5000 list of fastest growing companies and recently Inc. Magazine’s lis...

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May 11, 2023

Kevin Gaither - Founder at Inside Sales Expert: Transitioning from In…

Kevin Gaither (KG) is the Founder of Inside Sales Expert, where he helps early-stage tech companies avoid mistakes in all aspects of growing their sales team. Before Inside Sales Expert, he was the SVP of Sales at ZipRecruite...

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May 4, 2023

Katie Hill - Founder & CEO of UNLISTED: Funding Methods for Your Star…

Katie is the Founder & CEO of UNLISTED. UNLISTED allows real estate agents & home buyers to express interest in off-market properties via their easy-to-use technology. She is a 2-time Founder and has seen significant success ...

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April 27, 2023

Shelly Stotzer - CEO of Crosworks: Taking Control of Your Career, Bei…

Shelly Stotzer is the CEO of Crosworks and has over 20 years of executive leadership and coaching experience across a variety of industries, from large companies to startups. Crosworks empowerers people with clarity and focus...

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April 20, 2023

Vikas Gupta, CEO of Azibo: From Consultant to CEO, Nurturing Relation…

In this episode, Callan’s guest is Vikas Gupta, CEO of Azibo. Before Azibo, Vikas was the Founder & CEO of Nodabl. Join them as they discuss how Vikas went from consultant to CEO, how the relationships he built impacted his …

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April 13, 2023

Amy Volas, Founder & CEO of Avenue Talent Partners: Finding your Next…

In this episode, Callan’s guest is Amy Volas, Founder and CEO of Avenue Talent Partners. Before Avenue Talent Partners, Amy was the Executive Director, National Accounts at Zip Recruiter. Join them as they discuss how to hire...

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April 6, 2023

Building a repeatable process, communication, and becoming an industr…

In this episode, Callan’s guest is Jason Walker, President of Agency Revolution. Before Agency Revolution, Jason was the Founder & CEO of Agency Insurtech and Co-Founder and Managing Partner of Smart Harbor. Join them as they...

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March 30, 2023

Betting on yourself, overcoming obstacles, and mission-driven compani…

In this episode, Callan’s guest is Jen Lyttle, VP of Sales at Aunt Flow. Before Aunt Flow, Jen was the Director of Sales at Ascend Innovations. Join them as they discuss how Jen bet on herself throughout her career, overcame …

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March 23, 2023

Pivoting your business, narrowing your focus, and solving problems wi…

In this episode, Callan’s guest is Brian Zuercher, CEO at Align. Before Align, Brian was CEO and Co-founder of Seen, which was acquired by ICX media in 2018. Join them as they discuss how Brian completely pivoted his business...

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March 16, 2023

Leadership lessons, personal worth vs. net worth, and exiting 3 compa…

In this episode, Callan’s guest is Jamie Ahern, CEO at CarmaCare. Before CarmaCare, Jamie was COO of Kin Insurance and VP of Growth at LiveWatch. Join them as they discuss the importance of feedback, the power of coachability...

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March 9, 2023

Building a career in insurance, being a lifelong student, and taking …

In this episode, Callan’s guest is Rich Stamets, Senior Vice President of Business Development at Arch Insurance Group. Before Arch, Rich was SVP of Business Development at Thimble and Head of Underwriting at Attune Insurance...

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March 2, 2023

The importance of taking a step back, knowing your value, and asking …

In this episode, Callan's guest is Will Fuentes. Founder at Maestro Group. Before Maestro Group, Will was the Director of Solutions Marketing at Revionics and founded Lemur Retail. Join them as they discuss the importance of ...

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Feb. 23, 2023

Hitting aggressive growth goals, transitioning from a large company t…

In this episode, Callan's guest is Chris Ritchie, Managing Partner at Integrity Power Search. Before Integrity Power Seach, Chris was the COO of Finite State and Head of Sales at Olive. Join them as they discuss the challenge...

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Feb. 16, 2023

Leading by example, transitioning from bootstrapped to venture-backed…

In this episode, Callan's guest is Zack Yurch, Head of Revenue at Semsee. Before Semsee, Zack was the Director of New Business at Forge3. Join them as they discuss transitioning from a bootstrapped company to a venture-backed...

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Feb. 9, 2023

Being comfortable with uncertainty, narrowing your customer focus, an…

In this episode, Callan's guest is Jeremy Ruch, Founder and CEO of Bandalier. Before Bandalier, Jeremy was the Head of Sales at Bond Street. Join them as they discuss starting a company from scratch, the importance of spendin...

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Feb. 2, 2023

Using a rubric for your next career move, shifting from startups to l…

How do you use strategic planning to align your company to a shared vision? Find out how Dan used Rockefeller Habits to drive clarity and focus at the company he founded.

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Jan. 26, 2023

Demystifying entrepreneurship, working “on” the business, and product…

How do you remove yourself from working “in” the business and start working “on” the business? Find out Sam followed the pain and used core values to remove himself from working “in” the business.

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Jan. 19, 2023

The importance of empathy in leadership, exiting two companies, and m…

Why is empathy important for a leader? Find out how Margeaux used empathy to make better decisions in her company.

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Jan. 12, 2023

Founding a tech company in college, standing out to get your dream jo…

How do you separate yourself when applying for a competitive position? Find out how Matt used a personal pitch deck to get his first job in venture capital.

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Jan. 5, 2023

Deciding to go to business school, changing careers, and selling 2 bu…

How do you evaluate a career change? Find out how Ido processed this transition and what tips he has for others in a similar situation.

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Dec. 29, 2022

What makes a good business partner, first enterprise client, and sell…

What makes a good business partner? Find out how the right business partner can make all the difference to the success of your business.

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