Delegate That! Podcast

Lani Koontz: Hybrid Human AI Strategy | Ep. 72

Tue, 09 Jun 2026 11:00:31 +0000

In this special re-run episode of Delegate That! Podcast, we bring back our conversation with Lani Koontz from KM Collective, who breaks down how entrepreneurs can blend human support with AI to reclaim time and streamline daily operations. She shares practical ways to use AI note-takers, custom GPTs, automated agents, and VA collaboration to simplify workflows at work and at home. Learn how modern tools can reduce mental load and boost efficiency. Listen now on all major platforms.

“AI should support analytical tasks while the human experience remains the center of connection, values, and emotion.”

Meet the guest: Lani Koontz is the founder of KM Collective and an AI operator who helps small business owners build efficient systems through strategic support, virtual assistants, and AI-powered workflows. With experience in operations, leadership development, delegation, and team building, Lani focuses on helping entrepreneurs create sustainable growth through better processes and smarter support. Listen to Delegate That! Podcast with Lani Koontz on all major platforms.

What you will learn:

(00:00) Highlight
(01:43) Introduction
(02:33) AI operator role
(04:51) Email automation
(10:27) Note takers
(14:07) Custom GPTs
(22:36) Agent ideas
(32:54) Closing thoughts

The Delegate That! Podcast is trusted and supported by innovative companies like:

* Zentrix Insights

* WiseVAs

* ZentrixOS

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Jordan Evans: Scale Without Becoming the Bottleneck | Ep. 71

Tue, 02 Jun 2026 11:00:12 +0000

In this episode of the Delegate That! Podcast, Jordan Evans, CEO of Language Network and Managing Partner at HireGlobo, shares how he scaled a family language services company from $700,000 to $25 million in revenue. He explains how that growth stayed focused on people, systems, and consistent execution. Jordan also breaks down acquisition-led scaling, global talent hiring, EOS, and the role of AI. The key takeaway: AI works best when paired with clear outcomes and strong judgment. Listen now on all major platforms!

"Staying focused and saying no is really how success compounds."

Meet the guest: Jordan Evans is the CEO of Language Network, a top global language solutions company that helps organizations communicate across cultural and linguistic barriers. He is also Managing Partner at HireGlobo, where he helps U.S. companies build remote teams with talent from Latin America, and a Principal at Westward Ventures, investing in service businesses, self-storage, and multifamily real estate. Learn more from Jordan Evans on the Delegate That! Podcast, available on all major platforms.

What you will learn:

(00:00) Highlight
(01:51) Introduction
(04:24) Company origins
(07:13) Acquisition growth
(11:20) Operating systems
(18:08) Hiring globally
(26:21) AI judgment
(32:24) Closing thoughts

The Delegate That! Podcast is trusted and supported by innovative companies like:

* ZentrixOS

* Zentrix Insights

* WiseVAs

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

David Wachs: Automate to Delegate | Ep. 70

Tue, 26 May 2026 11:00:52 +0000

In this episode of the Delegate That! Podcast, David Wachs, serial entrepreneur and founder of Handwrytten, shares how he built a robot-based company to send handwritten notes at scale and how he uses automation tools like EOS, Zapier, Make, and AI-powered MCP servers to delegate operations and stay ahead of competition. Listen now on all major platforms!

“The right AI setup can replace a $3,600-a-month analytics tool and deliver better results in an afternoon.”

Meet the guest: David Wachs is a serial entrepreneur and the founder and CEO of Handwrytten, a platform that uses robots to send personalized handwritten notes at scale for businesses and nonprofits. Previously, he founded Cellit, a mobile marketing company ranked #262 on the Inc. 500, which was acquired in 2012. David speaks frequently on messaging and automation technology.

What you will learn:

(00:00) Highlight
(01:29) Introduction
(02:43) Building Handwrytten
(07:29) Process over robots
(11:19) Tools and automation
(17:59) AI and the future
(25:05) Claude in practice
(30:17) Closing thoughts

The Delegate That! Podcast is trusted and supported by innovative companies like:

* WiseVAs

* ZentrixOS

* Zentrix Insights

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Amanda Barkey: EOS Tools for Growth | Ep. 69

Tue, 19 May 2026 11:00:57 +0000

In this episode of the Delegate That! Podcast, Amanda Barkey, Certified EOS Implementer and franchise owner, shares how she scaled Soccer Shots to serve over 10,000 families and now helps business owners break through growth ceilings using EOS. She breaks down the Level 10 meeting, the Delegate to Elevate tool, and how to identify exactly what to get off your plate. Listen now on all major platforms!

"Tasks that drain energy and fall outside a leader’s strengths must be offloaded as quickly as possible, so every person can operate within their unique ability."

Meet the guest: Amanda Barkey is a Certified EOS Implementer and founder of Soccer Shots Orange County and Soccer Shots Oahu, children’s soccer franchise businesses she scaled to serve over 10,000 families across Southern California and Hawaii. Today, she helps entrepreneurs strengthen their teams, simplify operations, and gain traction using EOS.

What you will learn:

(00:00) Highlight
(01:49) Introduction
(05:21) Level 10 meeting
(09:35) Observing implementations
(14:47) VTO deep dive
(18:43) Delegate to elevate
(23:27) Letting go
(27:51) Closing thoughts

The Delegate That! Podcast is trusted and supported by innovative companies like:

* Zentrix Insights

* WiseVAs

* ZentrixOS

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Landon Eckles: Delegate to Elevate Your Business | Ep. 68

Tue, 12 May 2026 11:00:05 +0000

In this episode of the Delegate That! Podcast, Landon Eckles, Professional EOS Implementer and Certified Executive Advisor at Culture Index, shares how he scaled and successfully exited his own company, Clean Juice, using the Entrepreneurial Operating System. He breaks down why founders must stop doing everything themselves, how behavioral analytics reveal whether people are truly wired for their roles, and what makes an EPIC employee. Listen now on all major platforms!

“The whole point of delegate and elevate is delegating work to those better wired for it, so that every person rises and the business creates more value.”

Meet the guest: Landon Eckles is a Professional EOS Implementer and Certified Executive Advisor at Culture Index. He co-founded Clean Juice, the first USDA-certified organic national juice and smoothie bar franchise, scaling and exiting the brand after nearly a decade. Today, he helps business owners with 10 to 250 employees clarify vision, build accountable teams, and scale sustainably using EOS and behavioral analytics.

What you will learn:

(00:00) Highlight
(01:29) Introduction
(02:40) Founder mindset limits
(04:57) Growing beyond bandwidth
(09:45) Weekly EOS meetings
(12:31) Culture Index overview
(19:38) Hiring EPIC employees
(24:59) Closing thoughts

The Delegate That! Podcast is trusted and supported by innovative companies like:

* ZentrixOS

* Zentrix Insights

* WiseVAs

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Tony Johnson: Scaling Without Killing Profits | Ep. 67

Tue, 05 May 2026 11:00:11 +0000

In this episode of the Delegate That! Podcast, Tony Johnson, Founder and CEO of Timeless Construction and Timeless Capital Investments in Wilmington, North Carolina, shares lessons from two decades in commercial construction. He breaks down how to scale without sacrificing profit, transition from EOS to Scaling Up, build a disciplined client selection process, and develop the right leadership team structure. Listen now on all major platforms!

"Cash management is one of the biggest things people overlook when scaling; running out of cash is one of the top reasons businesses fail."

Meet the guest: Tony Johnson is the Founder and CEO of Timeless Construction and Timeless Capital Investments, based in Wilmington, North Carolina. A licensed General Contractor with nearly two decades of experience across the Carolinas, he specializes in commercial construction, design-build projects, and coastal real estate development for accredited investors.

What you will learn:

(00:00) Highlight
(01:22) Introduction
(03:08) Starting the business
(09:00) Finding the right mentor
(13:17) Scaling Up framework
(20:22) Client selection discipline
(23:28) Collaboration in leadership
(27:28) Filling the integrator role
(32:47) Final questions

The Delegate That! Podcast is trusted and supported by innovative companies like:

* WiseVAs

* ZentrixOS

* Zentrix Insights

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Frederick Hubler: Saying No as a Superpower | Ep. 66

Tue, 28 Apr 2026 11:00:24 +0000

In this episode of the Delegate That! Podcast, Frederick Hubler, founder of Creative Capital Wealth Management Group (CCWMG) and Forbes contributor on alternative investments, shares how business owners can move beyond traditional stocks and bonds to build endowment-style portfolios. From retainer-based financial planning to a tax mitigation program with a 100% money-back guarantee, Frederick breaks down how to organize illiquid assets, say no to shiny objects, and delegate financial complexity without losing control. Listen now on all major platforms!

"The superpower that builds wealth is saying yes to what others avoid, but the superpower that scales it is learning when to say no."

Meet the guest: Frederick Hubler is the Founder and CEO of Creative Capital Wealth Management Group (CCWMG), a firm specializing in alternative investments since 2003. A Certified Wealth Strategist, Forbes contributor, and registered NFLPA Financial Advisor, he helps entrepreneurs access institutional-grade assets, from private equity to real estate. He is also the author of The Contrarian Code.

What you will learn:

(00:00) Highlight
(01:34) Introduction
(03:12) Alternative investments
(10:01) Organizing your portfolio
(21:18) Onboarding clients
(31:42) Building the right team
(33:47) Workflows and systems
(40:36) Final questions

The Delegate That! Podcast is trusted and supported by innovative companies like:

* Zentrix Insights

* WiseVAs

* ZentrixOS

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Blake Dailey: From Air Force to Boutique Hotels | Ep. 65

Tue, 21 Apr 2026 11:00:07 +0000

In this episode of the Delegate That! Podcast, Blake Dailey, CEO of Stayvest and founder of Hotel Launch, shares how he scaled from a single Airbnb unit to nearly 10 boutique hotels through value-add acquisition and strategic delegation. A former U.S. Air Force Acquisitions Officer, Blake breaks down the systems, leadership principles, and team structures that allow hospitality investors to build passive income while stepping back from day-to-day operations. Listen now on all major platforms!

"Delegating full ownership of a business function, not just the task, is what creates room for growth and new opportunities at the top."

Meet the guest: Blake Dailey is the CEO of Stayvest and founder of Hotel Launch, focused on value-add boutique hotel acquisition, renovation, and management. A former U.S. Air Force Acquisitions Officer and USAFA graduate, he scaled from a single Airbnb unit to nearly 10 boutique hotels across top destination markets. He helps investors find, fund, and operate boutique hotels to build passive income through hospitality real estate.

What you will learn:

(00:00) Highlight
(01:44) Introduction
(02:27) Air Force background
(06:34) First hires
(13:01) Systems and brand
(14:54) KPI tracking
(26:19) Military leadership
(31:59) Final questions

The Delegate That! Podcast is trusted and supported by innovative companies like:

* ZentrixOS

* Zentrix Insights

* WiseVAs

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Christopher Wilson: Lead Smarter, Not Louder | Ep. 64

Tue, 14 Apr 2026 11:00:00 +0000

In this episode of the Delegate That! Podcast, Christopher Wilson, CEO of EyesOver Technology and named Pollster of the Year by the AAPC in 2022, shares how he went from building polling models for presidential campaigns to building AI-driven systems that help executives see market shifts in real time, before they show up in revenue or the press. He breaks down why polling is a trailing indicator, how micro-influencers outperform mega-influencers for values-driven brands, and the three roles every company needs to actually act on intelligence, not just collect it. Listen now on all major platforms!

"The shift from operator to executive is the hardest and most important professional evolution."

Meet the guest: Christopher S. Wilson is the founder of WPA Intelligence and CEO of EyesOver Technologies and Stratus Intelligence. Named Pollster of the Year by the American Association of Political Consultants and Technology Leader of the Year by Campaigns & Elections, he built WPA Intelligence from a one-person shop into the largest firm of its kind in politics over 25 years. Today, he leads AI-driven public opinion and decision intelligence platforms.

What you will learn:

(00:00) Highlight
(01:16) Introduction
(02:03) Polling roots
(04:30) Discovering AI sentiment
(08:30) Real-time intelligence
(13:02) Getting team buy-in
(21:53) Real-world examples
(26:23) Final questions

The Delegate That! Podcast is trusted and supported by innovative companies like:

* WiseVAs

* ZentrixOS

* Zentrix Insights

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Dr. Jeff Donatello: Pivot, Delegate, and Thrive | Ep. 63

Tue, 07 Apr 2026 11:00:30 +0000

In this episode of the Delegate That! Podcast, Dr. Jeff Donatello, founder of Center for Wellbeing and Donatello Regenerative Services, shares how he built and pivoted multiple businesses by staying ahead of industry trends, embracing a 1099 sales model, and delegating with precision. From closing four practices amid medicine disruption to leading 60 independent reps in the regenerative medicine space, Dr. Donatello reveals the mindset and systems that keep him moving forward. Learn how to see the iceberg before it hits, build resilient teams, and grow by letting go. Listen now on all major platforms!

“Nothing ever happens to you; it happens for you.”

Meet the guest: Dr. Jeff Donatello leverages his 30+ years of experience in healthcare to enhance patient care through cutting-edge regenerative biologics solutions. A specialist in Regenerative Therapy and Functional Medicine, he focuses on addressing the root causes of chronic pain and inflammation. He is CEO & Co-Founder of Center for Wellbeing, a clinic specializing in chronic pain and inflammatory conditions in Portsmouth, New Hampshire, and of Donatello Regenerative Services, connecting MDs, NPs, and other healthcare providers with the highest quality regenerative products and innovative technologies.

What you will learn:

(00:00) Highlight
(01:26) Introduction
(04:07) Pivoting under pressure
(08:30) Multiple revenue silos
(15:52) 1099 sales model
(19:13) Coaching your team
(24:15) Delegating compliance
(26:07) Closing thoughts

The Delegate That! Podcast is trusted and supported by innovative companies like:

* Zentrix Insights

* WiseVAs

* ZentrixOS

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Tim Winter: Letting Go Without Losing Quality | Ep. 62

Tue, 31 Mar 2026 11:00:30 +0000

In this episode of Delegate That! Podcast, Tim Winter, President and Founder of Paradigm Homes, shares lessons from nearly two decades of building and leading residential construction businesses. He explains how delegation, systems, and the right hires help owners move from being trapped in daily operations to leading with clarity. Tim also discusses common mistakes builders make and how coaching accelerates growth. Learn practical insights to reclaim time and build a stronger business. Listen now on all major platforms!

“You’re still owned by the business instead of you owning the business, and that cycle can only change when systems and leadership are intentionally developed.”

Meet the guest: Tim Winter is the President and Founder of Paradigm Homes, a design-build firm serving the Washington DC Metro and Charleston markets. With a background at a national homebuilder, Tim has spent nearly two decades building residential businesses rooted in strong systems, leadership, and delegation. He also leads a consulting platform supporting construction entrepreneurs.

What you will learn:

(00:00) Highlight
(01:12) Introduction
(03:07) Career beginnings
(07:01) Leadership lessons
(10:03) Letting go
(11:11) Key hires
(13:23) Consulting vision
(30:31) Closing thoughts

The Delegate That! Podcast is trusted and supported by innovative companies like:

* ZentrixOS

* WiseVAs

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Andrea Carpenter: Designing a Business That Outlasts You | Ep. 61

Tue, 24 Mar 2026 11:00:12 +0000

In this episode of Delegate That! Podcast, Andrea Carpenter, President of The Transition Strategists and a business succession guide, explains how entrepreneurs can prepare their businesses for future transition. She shares practical frameworks for succession planning, people alignment, and long-term decision-making. Andrea highlights why transition is a journey, not an event, and how clarity creates better outcomes for owners, families, and teams. Learn how to build a transferable business with intention. Listen now on all major platforms!

“Owners who remain the center of every decision unintentionally limit a business’s ability to operate independently and transition effectively.”

Meet the guest: Andrea Carpenter is President of The Transition Strategists and a business succession guide supporting family-owned and privately held businesses through thoughtful transition. As a successor herself, she focuses on people-first strategies that align owners, successors, and teams. Andrea also hosts the Your Next Gen Friend podcast, supporting rising leaders in successful families.

What you will learn:

(00:00) Highlight
(01:13) Introduction
(03:47) Owner readiness
(06:42) Early planning
(09:29) Intentions matter
(13:48) Advisor roles
(17:48) Transition design
(30:32) Closing thoughts

The Delegate That! Podcast is trusted and supported by innovative companies like:

* WiseVAs

* ZentrixOS

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Sean Foster: The Framework Behind Scale | Ep. 60

Tue, 17 Mar 2026 11:00:04 +0000

In this episode of Delegate That! Podcast, Sean Foster, Chief Revenue Officer, investor, and advisor, shares lessons from decades of leadership across cybersecurity, technology, and entrepreneurship. He explains how structured frameworks, data-driven decision making, and intentional delegation support scalable growth. Sean also discusses mentoring future leaders, adapting skills across industries, and staying relevant in fast-changing markets. Learn practical insights to build stronger teams and reclaim strategic focus. Listen now on all major platforms!

“Growth accelerates when leadership shifts focus from individual transactions to repeatable systems that measure progress, define expectations, and support consistent execution.”

Meet the guest: Sean Foster is a seasoned Chief Revenue Officer, investor, and advisor with over 25 years of experience in cybersecurity and enterprise technology. He has led global revenue teams, supported high-growth companies, and advised founders on go-to-market strategy. Sean also works with venture capital firms and emerging leaders across industries.

What you will learn:

(00:00) Highlight
(01:03) Introduction
(03:34) Cyber evolution
(05:31) Growth framework
(07:15) Leadership pillars
(10:10) Using data
(11:28) Developing talent
(28:28) Closing thoughts

The Delegate That! Podcast is trusted and supported by innovative companies like:

* WiseVAs

* ZentrixOS

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Alex Velazquez: Designing Owner Freedom | Ep. 59

Tue, 10 Mar 2026 11:00:12 +0000

In this episode of Delegate That! Podcast, Alex Velazquez, Managing Director at Horizon Advisors and CPA, explains how business owners can delegate financial operations without losing control. He shares how structured financial reporting, cash forecasting, and the right team design improve decision-making, reduce stress, and support sustainable growth. Listen now on all major platforms!

“If you are the one doing all the work well, you are still trapped because you are trading time for money and never creating real freedom.”

Meet the guest: Alex Velazquez is a Certified Public Accountant and Managing Director at Horizon Advisors, where he leads technical accounting, financial reporting, and fractional finance services for growing companies. With a background at KPMG in the United States and Brazil, Alex helps business owners apply enterprise-level financial discipline to improve delegation, cash visibility, and strategic decision-making.

What you will learn:

(00:00) Highlight
(00:42) Introduction
(02:44) Financial visibility
(06:11) Business creation
(10:47) Owner mindset
(12:54) Delegation systems
(18:22) Time audits
(39:56) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Matt Donnelly: When Systems Set You Free | Ep. 58

Tue, 03 Mar 2026 11:00:59 +0000

In this episode of Delegate That! Podcast, Matt Donnelly, co-owner of the Home Experts For You Real Estate Team at Keller Williams Realty, shares how delegation, systems, and trust drive long-term business growth. He explains building scalable teams, separating ownership roles, and using structure to reclaim time while running multiple companies. Listen now on all major platforms!

“If time is divided between businesses, neither one can receive what it needs.”

Meet the guest: Matt Donnelly is a real estate professional and entrepreneur based in the Greater Philadelphia area. A graduate of La Salle University, he is co-owner of the Home Experts For You Real Estate Team and leads both sales and property management operations. His work focuses on building structured teams, long-term client relationships, and operational efficiency.

What you will learn:

(00:00) Highlight
(01:11) Introduction
(03:12) Team growth
(05:44) New opportunities
(09:00) Partner balance
(10:15) Operating systems
(12:03) Time priorities
(29:29) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Dr. Daniel Shin: Building Progress While Sleeping | Ep. 57

Tue, 24 Feb 2026 11:00:33 +0000

In this episode of Delegate That! Podcast, Dr. Daniel Shin, founder of Cereus Real Estate and practicing surgeon, explains how delegation enables business growth without sacrificing professional fulfillment. He shares how building teams, using virtual assistants, and focusing on outcome-based leadership support scalable real estate investing. Listen now on all major platforms!

“It all starts with the mindset, and you have to get over the concept that you must do everything yourself.”

Meet the guest: Dr. Daniel Shin is a urologic surgeon, real estate investor, and founder of Cereus Real Estate. He helps physicians and professionals build wealth through passive investing while maintaining demanding careers. His work focuses on delegation, team building, and long-term financial strategy.

What you will learn:

(00:00) Highlight
(00:46) Introduction
(04:13) Team building
(06:58) Fund structure
(10:23) Deal evaluation
(13:30) Marketing support
(19:26) Managing assistants
(28:14) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Mike Hehir: Delegation That Creates Freedom | Ep. 56

Tue, 17 Feb 2026 11:00:24 +0000

In this episode of Delegate That! Podcast, Mike Hehir, Principal at Basecamp Investment Properties, shares how intentional delegation transformed his real estate business and personal life. He explains lessons from multifamily ownership, third-party property management failures, and building trust-driven teams. Mike highlights how systems, values, and people enable better decisions, asset protection, and time freedom. Listen now on all major platforms!

“The ability to operate remotely depended entirely on delegating to someone trustworthy who internalized responsibility and delivered fast, reliable feedback without constant direction.”

Meet the guest: Mike Hehir is the Principal at Basecamp Investment Properties, where he focuses on acquiring, repositioning, and asset managing multifamily and commercial real estate across the Carolinas. With over 15 years in investment real estate, Mike combines hands on ownership experience with disciplined delegation and long term thinking.

What you will learn:

(00:00) Highlight
(00:42) Introduction
(06:20) Owner mindset shift
(07:51) Value-add execution
(11:04) Management pain points
(13:58) Internal management
(17:19) Trust-based delegation
(23:59) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Aaron West: Delegation Starts With People | Ep. 55

Tue, 10 Feb 2026 11:00:25 +0000

In this episode of Delegate That! Podcast, Aaron West, West Regional Leader for GoBundance and founder of The West Experience Real Estate Group, explains how intentional delegation, leadership development, and goal setting drive long-term success. He shares practical insights on building aligned teams, improving communication, and creating systems that support both business performance and personal growth. Aaron shares strategies for entrepreneurs seeking balance and scalability. Listen now on all major platforms!

“The things that create success as a solo performer often become the same behaviors that limit effectiveness when stepping into a leadership role.”

Meet the guest: Aaron West is the West Regional Leader for GoBundance and the founder of The West Experience Real Estate Group in California’s Central Valley. With nearly 20 years of experience, he focuses on leadership development, delegation systems, and intentional goal setting that support whole-life success.

What you will learn:

(00:00) Highlight
(00:48) Introduction
(02:39) Hiring diversity
(04:11) Interview process
(07:22) Goal reviews
(15:40) Goal structure
(21:37) Vision planning
(28:56) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Steven Wittholt: Delegating E-commerce Operations | Ep. 54

Tue, 03 Feb 2026 11:00:23 +0000

In this episode of Delegate That! Podcast, Steven Wittholt, Director of Brand Development and Distributor Relationships at Stable Storefronts, explains how entrepreneurs can delegate e-commerce operations while building predictable online income. He shares how wholesale buying, scale, and disciplined systems replace hands-on management, reduce risk, and support long-term growth on major marketplaces. Learn practical insight for business leaders seeking efficiency through smart delegation. Listen now on all major platforms!

“You can only scale so much working out of a kitchen or dining room table before operational limits prevent meaningful long-term business growth.”

Meet the guest: Steven Wittholt is a wholesale buyer and Director of Brand Development with nearly three decades of Wall Street financial advisory experience. He specializes in helping entrepreneurs scale online retail operations through disciplined buying, supplier relationships, and long-term marketplace strategy. His work focuses on delegation, operational stability, and predictable growth in e-commerce.

What you will learn:

(00:00) Highlight
(00:27) Introduction
(04:01) Scaling limits
(05:49) Budget planning
(07:57) Store setup
(09:27) Product selection
(11:44) Hands off model
(27:55) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Dan Brault: Stop Being The Bottleneck | Ep. 53

Tue, 27 Jan 2026 11:00:05 +0000

In this episode of Delegate That! Podcast, Dan Brault, founder of LeaderOS and leadership architect, explains how entrepreneurs can reclaim time and clarity through intentional delegation. He shares how vision, values, and strengths-based roles reduce chaos, prevent burnout, and remove the founder as the bottleneck. Dan outlines practical systems for hiring, training, and letting go with confidence while maintaining accountability. Learn how to build teams that execute without constant oversight. Listen now on all major platforms!

“You cannot do multiple jobs with one hundred percent focus at the same time.”

Meet the guest: Dan Brault is the founder of LeaderOS and a leadership architect who helps entrepreneurs redesign leadership behavior, team structure, and execution systems. His work focuses on aligning vision, values, and strengths to eliminate operational chaos and dependency on the founder.

What you will learn:

(00:00) Highlight
(00:54) Introduction
(03:48) Vision clarity
(07:56) Finding strengths
(11:06) Delegation priorities
(15:55) Values alignment
(21:01) Letting go
(36:24) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Dr. Matthew Packard: Your Time Is Too Valuable | Ep. 52

Tue, 20 Jan 2026 11:00:51 +0000

In this episode of Delegate That! Podcast, Dr. Matthew Packard, radiation oncologist and CEO, shares how delegation transformed both business growth and home life. He explains how strategic hiring, systems thinking, and clear roles helped scale a fast-growing fitness membership business while maintaining family balance. Dr. Packard highlights practical delegation at work and at home, including leadership structure, hiring frameworks, and time leverage. Learn actionable insights on building teams that free up focus and energy. Listen now on all major platforms!

“Time spent doing tasks outside core strengths creates frustration and reduces energy for leadership decisions.”

Meet the guest: Dr. Matthew Packard is a physician specializing in radiation oncology and serves as Division Chief of Radiation Oncology at Corewell Health. He is also the CEO and visionary behind Connect Pelvic Floor Fitness, a rapidly scaling membership-based women’s health company. With a background in economics and leadership development, Dr. Packard focuses on delegation, operational efficiency, and team alignment.

What you will learn:

(00:00) Highlight
(00:51) Introduction
(02:57) Subscription growth
(06:19) Hiring alignment
(07:04) Time leverage
(09:42) Home delegation
(20:15) Scaling strategy
(34:52) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Kevin Taylor: Right People, Right Seats | Ep. 51

Tue, 13 Jan 2026 11:00:01 +0000

In this episode of the Delegate That! Podcast, Kevin Taylor, a Professional EOS Implementer® and former commercial banker, breaks down how business leaders can move out of the chaos and into clarity by building structure and accountability. He shares real stories from his journey, starting a bank, growing his EOS coaching practice, and helping leaders delegate with purpose. It’s all about staying focused on what you love while building teams that perform at a high level. Listen now on your favorite podcast platform!

"Right person, right seat means matching talent with accountability, not just keeping people because they’ve been around."

Meet the guest: Kevin Taylor is a Professional EOS Implementer® and former commercial banker with over 25 years of experience advising entrepreneurs. He co-founded a successful bank in Dallas, TX, and now helps business owners align vision, build accountability, and strengthen leadership using EOS.

What you will learn:

(00:00) Highlight
(00:36) Introduction
(08:08) Building business structure
(13:39) Hiring the right team
(25:40) Delegating with confidence
(28:42) EOS implementation steps
(35:41) Identity beyond business
(42:45) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Ray Cordano: Work On The Business, Not In It | Ep. 50

Tue, 06 Jan 2026 11:00:26 +0000

In this episode of Delegate That! Podcast, Ray Cordano, real estate investor and entrepreneur from Sacramento, California, shares how delegation shaped his journey across multiple businesses. Ray explains how staying lean, building systems, and avoiding fixed costs helped him scale operations and protect freedom. He also discusses using technology and AI to replace traditional property management and streamline real estate investing. He offers practical insights for entrepreneurs who want to delegate smarter and design businesses that run without constant oversight. Listen now on all major platforms!

“Working on the business instead of inside it creates freedom and scalability over the long run.”

Meet the guest: Ray Cordano is a real estate investor and entrepreneur with over two decades of experience building and exiting businesses. Ray graduated from the University of San Diego. He has led ventures in debt settlement, real estate investing, and sales-driven organizations while prioritizing delegation and operational efficiency. His approach focuses on systems, technology, and people leverage to create long-term freedom.

What you will learn:

(00:00) Highlight
(00:37) Introduction
(06:12) Delegation mindset
(07:47) Operator first
(09:50) Lean structures
(14:10) Tech systems
(20:10) Investing in people
(31:38) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Mike Preshman: Delegation In Property Growth | Ep. 49

Tue, 16 Dec 2025 11:00:19 +0000

In this episode of the Delegate That! Podcast, real estate investor and BNP Capital LLC president Mike Preshman shares how he scaled from Airbnb rentals to 220 multifamily units without equity partners. He breaks down lean team structures, the role of virtual assistants, and the systems that keep his operation running even while abroad. Learn practical strategies entrepreneurs can use to streamline property management and make smarter decisions. Listen now on all major platforms!

“Virtual assistants can centralize communication, coordinate essential workflows, and support continuity when physical presence is limited.”

Meet the guest: Mike Preshman is the president of BNP Capital LLC and a full-time multifamily investor based in Massachusetts. With a background in software architecture and a transition from vacation rentals to larger assets, he focuses on cash-flowing properties, lean operations, and strategic use of virtual assistants. His experience offers valuable lessons for entrepreneurs looking to optimize their time and build efficient systems.

What you will learn:

(00:00) Highlight
(00:43) Introduction
(02:54) Cash flow starts
(07:43) Team expansion
(09:04) Virtual assistants
(15:17) Core systems
(23:42) SOP challenges
(37:54) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Lani Koontz: Hybrid Human AI Strategy | Ep. 48

Tue, 09 Dec 2025 11:00:00 +0000

In this episode of Delegate That! Podcast, Lani Koontz from KM Collective breaks down how entrepreneurs can blend human support with AI to reclaim time and streamline daily operations. She shares practical ways to use AI note-takers, custom GPTs, automated agents, and VA collaboration to simplify workflows at work and at home. Learn how modern tools can reduce mental load and boost efficiency. Listen now on all major platforms.

“AI should support analytical tasks while the human experience remains the center of connection, values, and emotion.”

Meet the guest: Lani Koontz is an AI Operator, strategist, and founder of KM Collective, specializing in high-trust matchmaking between entrepreneurs and the right operational support. With a background in coaching, franchise operations, EOS methods, and team leadership, she helps business owners blend virtual assistants with AI to streamline workloads and simplify systems.

Connect with our guest on Social Media:

LinkedIn

KM collective

E-mail: lani@kmcollective.co

What you will learn:

(00:00) Highlight
(00:58) Introduction
(01:48) AI operator role
(04:06) Email automation
(09:42) Note takers
(13:22) Custom GPTs
(21:51) Agent ideas
(32:09) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Kartheek Mulpuri: Avoiding Burnout in Business | Ep. 47

Tue, 02 Dec 2025 11:00:37 +0000

In this episode of the Delegate That! Podcast, fractional CFO and real estate investor Kartheek Mulpuri shares how he built a scalable finance and accounting business while maintaining a healthy work-life balance. He explains how delegation, strategic client selection, and recurring revenue models shaped his success. Discover insights on stress management, system building, and smart delegation for business growth. Listen now on all major platforms!

“Delegating effectively means knowing which tasks bring the most value and which can be handled by others.”

Meet the guest: Kartheek Mulpuri is the founder of The Brazen Path and Sixth Sense Equity, where he helps founders bridge the gap between accounting and strategic finance while scaling real estate investments. With 15 years of experience across finance, venture capital, and operations, he brings a unique perspective on building sustainable, efficient businesses.

What you will learn:

(00:00) Highlight
(00:40) Introduction
(01:45) Building recurring revenue
(03:44) Managing stress and burnout
(06:26) Delegating key tasks
(10:36) Hiring specialized talent
(15:23) Scaling business strategy
(20:05) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Katie Close: Building Emotional Intelligence | Ep. 46

Tue, 25 Nov 2025 11:00:43 +0000

In this episode of the Delegate That! Podcast, Katie Close, founder of Self Mastery, LLC, shares powerful insights on emotional intelligence and leadership in entrepreneurship. She explains how reflection, vulnerability, and human connection can transform delegation and strengthen business performance. Learn how to shift from control to empowerment and elevate your leadership impact. Listen now on all major platforms!

“Pain plus reflection equals progress.”

Meet the guest: Katie Close, Executive Coach and Founder of Self Mastery, LLC, specializes in guiding entrepreneurs toward deeper self-awareness, emotional intelligence, and effective leadership. With over a decade of experience helping business owners strengthen their interpersonal and delegation skills, Katie brings a practical yet deeply human approach to business growth.

What you will learn:

(00:00) Highlight
(00:48) Introduction
(02:39) Entrepreneurial resilience
(09:07) Power and delegation
(14:56) Emotional intelligence
(21:04) Reflection for leaders
(29:04) Mastering self-awareness
(36:07) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Brett Harmeling: Build, Lead, and Let Go | Ep. 45

Tue, 18 Nov 2025 11:00:25 +0000

In this episode of the Delegate That! Podcast, Brett Harmeling, Partner and Chief Growth Officer at VIVÂMEE Hospitality, explores how discipline, mindset, and strategic delegation can unlock business efficiency and personal fulfillment. He shares actionable insights on leadership, psychological safety, and leveraging systems to scale without burnout. Learn how to optimize your energy, empower your team, and delegate with confidence. Listen now on all major platforms!

“If team members don’t feel safe, they won’t speak up, and silence is the enemy of progress.”

Meet the guest: Brett Harmeling is a serial entrepreneur, investor, and philanthropist based in Houston, Texas. With an MBA from Rice University and a passion for human potential, he combines business strategy with mindfulness as Founder and CEO of Happy Life Labs. His work centers on leadership development, energy optimization, and building psychologically safe workplaces.

Connect with our guest on Social Media:

LinkedIn

VIVÂMEE Hospitality

Instagram

Youtube

Facebook

What you will learn:

(00:00) Highlight
(00:50) Introduction
(07:36) Choosing risk early
(11:47) Translating education to business
(15:26) Creating psychological safety
(18:11) Business analysis tools
(23:39) Empowering your team
(34:11) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Alan Underwood: Reclaim Your Time, Redefine Success | Ep. 44

Tue, 11 Nov 2025 11:00:18 +0000

In this episode of the Delegate That! Podcast, high-performance coach, and real estate investor Alan Underwood shares how defining identity, vision, and legacy helps leaders delegate effectively without losing purpose. He explains why understanding your “superpower,” building authentic connections, and empowering your team lead to real freedom and business growth. Learn practical frameworks to delegate smarter and lead with clarity. Listen now on all major platforms!

“Delegating isn’t losing control. It’s multiplying capacity.”

Meet the guest: Alan Underwood is a high-performance coach, keynote speaker, and real estate developer based in San Diego, California. As Co-Founder of Momentum Capital Group, he helps investors achieve financial freedom through high-yield real estate projects while guiding entrepreneurs to reach their full potential. Alan’s passion lies in helping others align purpose, mindset, and leadership to create lasting impact.

Connect with our guest on Social Media:

What you will learn:

(00:00) Highlight
(00:38) Introduction
(02:44) Raising capital journey
(05:34) Learning to delegate
(09:04) Defining identity
(15:05) Coaching leadership teams
(18:01) RAPID framework
(24:36) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Chris Logan: Hiring Smart, Save Your Time | Ep. 43

Tue, 04 Nov 2025 11:00:48 +0000

In this episode of the Delegate That! Podcast, Chris Logan, Co-Founder of Virtual Wholesaling Made Simple, shares how he built a seven-figure virtual wholesaling business from home. He explains how smart delegation and systematization helped him scale from a solo hustler to a fully remote team. Discover practical tips to build structure, hire effectively, and grow your business sustainably. Listen now on all major platforms!

“Your first hire should be an executive assistant to free your time for what really drives revenue.”

Meet the guest: Chris Logan https://www.facebook.com/chrisloganrei is the Co-Founder of Virtual Wholesaling Made Simple and a seasoned real estate entrepreneur with over 13 years of experience in property wholesaling. Having completed more than 600 deals, Chris now teaches others how to achieve financial freedom through virtual real estate. Learn how he systematized his business, mastered delegation, and built a remote team for lasting success.

What you will learn:

(00:00) Highlight
(00:38) Introduction
(02:00) Building virtual teams
(05:12) Hiring first assistant
(08:06) Delegation process
(12:06) Streamlining operations
(15:06) Scaling sustainably
(18:45) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Borko Milosev: Think Long Term, Win Big | Ep. 42

Tue, 28 Oct 2025 11:00:15 +0000

In this episode of the Delegate That! Podcast, Borko Milosev, CEO of Post Road Management, shares how he expanded and streamlined his real estate operations while leading a large, multi-state team. He explains how analytical thinking, disciplined decision-making, and effective delegation helped him build a sustainable and efficient business. Gain practical insights on leadership, risk management, and long-term growth. Listen now on all major platforms!

“Math keeps every investor honest because the data strips away emotion and bias, revealing the true performance of any business decision.”

Meet the guest: Borko Milosev is the CEO and Principal of Post Road Management in Bethlehem, Pennsylvania. With over 14 years of experience in real estate investment and development, he has managed large-scale multifamily portfolios across the U.S. His background in mathematics and finance shapes his analytical approach to leadership, risk management, and sustainable growth.

What you will learn:

(00:00) Highlight
(00:37) Introduction
(01:02) Scaling real estate teams
(02:57) Risk management discipline
(08:34) Data-driven decision making
(14:41) Partner trust and discipline
(23:02) Leadership through delegation
(33:45) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Andrew Cushman: When to Let Go | Ep. 41

Tue, 21 Oct 2025 11:00:33 +0000

In this episode of the Delegate That! Podcast, Andrew Cushman, Founder and Principal at Vantage Point Acquisitions, shares how he scaled his real estate business from flipping houses to managing over 3,000 multifamily units while keeping his operations 100% remote. He explains how to hire the right people, delegate effectively, and build trust within a growing team. Get actionable insights on leadership, hiring, and delegation. Listen now on all major platforms!

“Hire before you think you need to, because waiting too long limits growth and keeps leadership stuck in daily operations.”

Meet the guest: Andrew Cushman is the Founder and Principal at Vantage Point Acquisitions, where he focuses on acquiring, repositioning, and managing multifamily properties across the U.S. With a background in chemical engineering and over 15 years in real estate, he specializes in helping investors achieve strong returns through efficient team management and smart delegation.

What you will learn:

(00:00) Highlight
(00:29) Introduction
(06:17) Scaling your team
(08:22) Hiring strategy
(10:18) Delegating tasks
(13:35) Recruitment process
(19:03) Building trust
(27:30) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Michael Dill: Why Leaders Stay Stuck | Ep. 40

Tue, 14 Oct 2025 11:00:50 +0000

In this episode of the Delegate That! Podcast, award-winning business coach Michael Dill shares his proven strategies for helping entrepreneurs move from daily operations to strategic leadership. He discusses how mastering time, clarity, and accountability can transform overwhelmed managers into empowered leaders who drive team success. Learn practical tools for manifestation, delegation, and business mastery to build a thriving, self-sufficient company. Listen now on all major platforms!

"Delegation is not avoidance. It is empowerment when aligned with each person’s strengths and responsibilities."

Meet the guest: Michael Dill, known as Coach Michael, is an award-winning certified business coach, speaker, and author of Knock It Out of the Park Leadership. With over 40 years of entrepreneurial experience, he helps business owners and leaders build structured, efficient organizations through mindset transformation, accountability, and effective leadership practices.

Connect with our guest on Social Media:

LinkedIn

Michael Dill Action Coach

YouTube

Facebook

What you will learn:

(00:00) Highlight
(00:33) Introduction
(01:40) Leadership manifestation
(05:40) Business clarity
(11:17) Time mastery
(15:31) Behavior awareness
(17:29) Effective delegation
(23:15) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Ken Wimberly: Scaling With Smart Delegation | Ep. 39

Tue, 07 Oct 2025 11:00:46 +0000

In this episode of the Delegate That! Podcast, entrepreneur Ken Wimberly, co-founder of Laundry Luv, shares his 25+ year journey from real estate to franchising laundromats. He explains why focusing on one venture at a time leads to stronger results, how he integrates real estate and business ownership, and why virtual assistants have been central to his success for over a decade. Learn proven delegation strategies and leadership insights. Listen now on all major platforms!

"Effective leadership blends systematic accountability with authentic care for people’s personal goals and challenges."

Meet the guest: Ken Wimberly is the co-founder of Laundry Luv and a seasoned entrepreneur with more than 25 years of experience spanning real estate, franchising, and technology ventures. A U.S. Navy veteran and former Keller Williams franchise owner, he has built businesses that combine operational systems with strong leadership. His focus today is on expanding Laundry Luv through franchising while leveraging effective delegation and virtual assistant support.

What you will learn:

(00:00) Highlight
(00:57) Introduction
(03:09) Franchising laundromats
(08:26) Real estate strategy
(13:38) Effective delegation
(16:32) Leadership systems
(21:10) Virtual assistant success
(32:40) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

James Faillettaz: Building Smarter Teams | Ep. 38

Tue, 30 Sep 2025 11:00:16 +0000

In this episode of the Delegate That! Podcast, James Faillettaz, Founder and CEO of Verus Praedium Holding, shares his journey of building multiple real estate companies while learning how to structure teams and delegate effectively. He reveals lessons from scaling too quickly, restructuring his business, and leveraging virtual assistants to streamline property management operations. Gain practical insights on sustainable growth, hiring strategies, and using AI for efficiency. Listen now on all major platforms!

"A strong vision must be large enough for others to see their future inside it, even when the present reality feels far away."

Meet the guest: James Faillettaz is the Founder and CEO of Verus Praedium Holding, the platform behind Revolution Renting, Revolution Construction, Revolution Investing, and Revolution Realty. With a background in economics and real estate development, James focuses on building livability-first housing while optimizing operations with technology and delegation strategies.

What you will learn:

(00:00) Highlight
(00:53) Introduction
(05:08) Early growth lessons
(08:38) Delegation mistakes
(11:37) Business restructuring
(17:27) Hiring strategy
(24:16) Stabilization challenges
(28:05) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Litan Yahav: When To Let Go | Ep. 37

Tue, 23 Sep 2025 11:00:15 +0000

In this episode of the Delegate That! Podcast, Litan Yahav, Co-Founder and CEO of Vyzer, shares how military-forged leadership, lean startup execution, and smart delegation shaped two ventures and a pivotal exit. He explains practical hiring filters, when founders should stay in “founder mode,” and why AI agents now outperform junior roles for support and ops. Learn how his team is building an AI copilot for wealth managers. Listen now on all major platforms!

“Organizations that ignore AI delegation will face slower operations, higher costs, and shrinking relevance.”

Meet the guest: Litan Yahav is the Co-Founder and CEO of Vyzer, a platform built after years of passive investing to help accredited investors track complex wealth. A former Israeli Naval officer and repeat founder who exited a diamond-imaging tech company, he focuses on pragmatic delegation, resilient leadership, and AI-enabled operations.

What you will learn:

(00:00) Highlight
(00:45) Introduction
(04:32) Military leadership
(09:37) Hiring signals
(12:53) AI delegation
(17:19) Agents vs bots
(22:12) Founder mode
(26:09) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Daniel Schiermeyer: How Owners Win Back Time | Ep. 36

Tue, 16 Sep 2025 11:00:55 +0000

In this episode of the Delegate That! Podcast, business owner Daniel Schiermeyer from Suds N Shine Car Wash and Affordable Mini Storage shares how delegation transformed his work-life balance. He explains the systems he built to manage multiple businesses while joining a startup as a product lead. From virtual assistants to streamlined operations, Daniel highlights how the right support frees up time for growth. Listen now on all major platforms!

"Delegation frees mental space for strategic thinking, enabling leaders to focus on scaling businesses instead of drowning in operational details."

Meet the guest: Daniel Schiermeyer is a business owner of Suds N Shine Car Wash and Affordable Mini Storage, with a background in manufacturing engineering. He also serves as product lead at Keep it Simple Storage, developing innovative smart locks for the storage industry. With extensive experience in delegation and team building, Daniel focuses on creating systems that allow businesses to grow while reducing owner workload.

What you will learn:

(00:00) Highlight
(00:46) Introduction
(02:02) Transition to entrepreneurship
(03:19) Startup product development
(04:54) Delegating business tasks
(06:44) Hiring virtual assistants
(08:38) Building operating systems
(23:16) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Derek Tellier: Real Estate That Runs Itself | Ep. 35

Tue, 09 Sep 2025 11:00:34 +0000

In this episode of Delegate That! Podcast, Derek Tellier, real estate agent and short-term rental operator, shares how he built a self-sufficient business using virtual assistants and AI. With experience managing Harley-Davidson service departments, Derek outlines how leadership, process building, and smart delegation drive operational success. Learn how to scale and reclaim your time with the right systems. Listen now on all major platforms!

“Owning the company means overseeing strategy, but most day-to-day operations can be handled by the right team with minimal oversight.”

Meet the guest: Derek Tellier brings 20+ years of management experience from the automotive industry into real estate and short-term rental operations. Now a licensed realtor in Tennessee, he owns and runs 12 short-term rentals through a lean team powered by virtual assistants and AI.

What you will learn:

(00:00) Highlight
(00:32) Introduction
(03:11) Delegating to VAs
(06:27) Managing rental teams
(10:48) Hiring the right VA
(14:36) AI support for VAs
(18:43) SOPs and systems
(25:24) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Adam Roach: Build Teams You Trust | Ep. 34

Tue, 02 Sep 2025 11:00:57 +0000

In this episode of Delegate That! Podcast, Adam Roach, founder of I Love Coaching Co., shares practical delegation frameworks that have helped him scale multiple successful businesses. He explains the critical role of hiring right, structuring leadership, and building trust with your team to achieve operational fluidity. Learn how identifying talent and applying effective systems can create time freedom. Listen now on all major platforms!

"Trying to do everything alone eventually exposes leadership flaws and burns out even the most driven entrepreneurs."

Meet the guest: Adam Roach is the founder and visionary CEO of I Love Coaching Co., a global community helping coaches build profitable, scalable businesses. With over two decades of experience across real estate, SaaS, and leadership, Adam focuses on systems that enhance team alignment and time management.

What you will learn:

(00:00) Highlight
(00:32) Introduction
(03:14) Delegation failures
(05:54) Leadership transformation
(11:36) Hiring with intent
(13:43) Tools and frameworks
(20:39) Managing visionary energy
(27:22) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Shawn Stratton: Free Up Your Focus | Ep. 33

Tue, 26 Aug 2025 11:00:01 +0000

In this episode of the Delegate That! Podcast, Shawn Stratton, Business Optimization Specialist at Schooley Mitchell, explains how delegating cost management to experts can uncover hidden savings and boost business profitability. He shares how his team helps businesses audit key expenses, optimize vendor contracts, and increase operational efficiency, often without switching providers. Discover how small changes in overlooked areas can drive big results. Listen now on all major platforms!

"Any leader who develops a strong tolerance for adversity and uncertainty will be better equipped to navigate unpredictable challenges."

Meet the guest: Shawn Stratton is a Business Optimization Specialist at Schooley Mitchell, where he helps businesses across North America reduce operating expenses by an average of 28%. With a background in expedition leadership and strategic consulting, he now combines his experience to assist business leaders in saving time and money.

Connect with our guest:

LinkedIn

Schooley Mitchell

What you will learn:

(00:00) Highlight
(00:49) Introduction
(01:53) Expense audit process
(06:06) Business cost categories
(17:13) Delegating to experts
(20:56) Franchise system benefits
(12:07) Leadership through adversity
(26:04) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Corey Robinson: How to Scale Operations | Ep. 32

Tue, 19 Aug 2025 11:00:20 +0000

In this episode of Delegate That! Podcast, Corey Robinson, CEO & Co-Founder of Wise Scale, shares how he scaled his business ventures from managing multiple Batteries Plus franchises to helping entrepreneurs optimize their operations through fractional leadership. He discusses the challenges of growing businesses, the importance of delegation, and how systems like EOS and AI-powered tools can drive efficiency. Listen now on all major platforms!

"The key to business growth is being able to step out of the weeds and focus on high-level strategic decisions."

Meet the guest: Corey Robinson is the CEO & Co-Founder of Wise Scale, a fractional Chief Operating Officer business designed to help small businesses optimize operations. With experience in scaling businesses like Batteries Plus, Corey brings a wealth of knowledge in business management, leadership development, and system implementation.

What you will learn:

(00:00) Highlight
(00:43) Introduction
(05:07) Buying into a franchise
(07:38) Delegating and growing leadership
(09:59) Identifying performance issues
(16:57) Landscaping business
(19:31) Wise Scale
(23:09) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Mike McCarthy: Hiring High-Performers | Ep. 31

Tue, 12 Aug 2025 11:00:09 +0000

In this episode of the Delegate That! Podcast, Mike McCarthy, Co-Founder of GoBundance and Regional Operating Partner at Keller Williams Realty, shares his approach to scaling leadership, hiring smarter, and building legacy-driven organizations. He breaks down practical delegation strategies, his I-We-They framework, and how to recruit and empower the right people. Learn how to structure high-performing teams for long-term growth. Listen now on all major platforms!

“You have to give up the idea that you're the only one who can do what you do, because someone out there can do it better.”

Meet the guest: Mike McCarthy holds decades of experience as a business leader and community builder. A serial entrepreneur and family-focused leader, Mike is the Co-Founder of GoBundance and Regional Operating Partner for Keller Williams Realty's Greater Pennsylvania Region. With a background in real estate operations and team scaling, he shares his expertise on building values-driven organizations and effective delegation systems.

Connect with our guest on Social Media:

LinkedIn

Instagram

What you will learn:

(00:00) Highlight
(00:51) Introduction
(06:06) Hiring best practices
(11:12) Filtering strong candidates
(16:35) Structuring leadership teams
(23:22) Managing in down markets
(34:52) Training through delegation
(40:03) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Pasha Esfandiary: Hiring for Ownership | Ep. 30

Tue, 05 Aug 2025 11:00:42 +0000

In this episode of the Delegate That! Podcast, Pasha Esfandiary, CEO of Evoke Capital, shares how he scaled from zero to 3,000 mobile home community lots in just three years. He talks about strategic hiring, leadership alignment, and operational excellence that support rapid growth. Discover how his poker background shaped his decision-making. Listen now on all major platforms!

"We empower people to take ownership, don’t ask for permission, show us why you made the call."

Meet the guest: Pasha Esfandiary, CEO of Evoke Capital, transitioned from professional poker to real estate, building a $350M+ portfolio by mastering mobile home community investing. With a passion for emotional intelligence and systems-driven leadership, Pasha emphasizes strategic delegation and operational clarity. He holds deep expertise in scalable real estate models and personal development.

What you will learn:

(00:00) Highlight
(00:32) Introduction
(01:24) Scaling through syndication
(03:07) Speed of execution
(05:47) Operational structure
(08:14) Hiring for leadership
(18:42) Results-based management
(30:16) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Matthias Gruenwald: From Duplex to Empire | Ep. 29

Tue, 29 Jul 2025 11:00:40 +0000

In this episode of the Delegate That! In a podcast, Matthias Gruenwald, a full-time real estate investor, shares how he scaled from a duplex to over 600 mobile home units in just four years. He explains his vertically integrated property management model, his step-by-step approach to delegation, and how to systematize operations for sustainable growth. Learn what KPIs matter most and how to build a resilient remote team. Listen now on all major platforms!

"Delegating the first task should focus on repetitive, low-value activities that drain energy and offer minimal business return."

Meet the guest: Matthias Gruenwald is a full-time real estate investor and the Managing Partner of WCG Communities, where he oversees over 600 units across mobile home parks, multifamily properties, and RV parks. Originally from Germany, Matthias brings operational discipline from his background as a COO in automotive manufacturing. He applies those skills to transform underperforming assets into strong investments.

What you will learn:

(00:00) Highlight
(00:30) Introduction
(01:45) Delegating first tasks
(04:01) Scaling from duplex
(07:05) KPI-driven delegation
(08:45) Systemizing with AI
(10:57) Building lean teams
(20:12) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

David Melzer: Focus Where It Counts | Ep. 28

Tue, 22 Jul 2025 11:00:04 +0000

In this episode of the Delegate That! Podcast, David Melzer, President of Property Claims Consultant, shares how he transitioned from insurance adjuster to business owner, scaling his team while mastering the art of delegation. He reveals the tools and systems that helped him shift from burnout to balance, including time audits, hiring strategies, and backend optimization. Learn how delegation shaped his business growth. Listen now on all major platforms!

"I was spending over 20 hours a week on repetitive administrative tasks not aligned with operational strengths."

Meet the guest: David Melzer is the President of Property Claims Consultant, where he leads a team of licensed public adjusters advocating for clients across California. With over a decade of experience inside major insurance companies, he now helps policyholders navigate complex claims and recover the compensation they deserve.

What you will learn:

(00:00) Highlight
(01:56) Introduction
(04:07) Time audit strategy
(07:51) Hiring with intention
(14:22) SOP system challenges
(21:07) Letting the team go
(25:25) Delegation for growth
(33:28) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Brad Cornell: Scaling Remotely | Ep. 27

Tue, 15 Jul 2025 11:00:57 +0000

In this episode of the Delegate That! Podcast, investor, and entrepreneur Brad Cornell breaks down the tough lessons he learned transitioning from solopreneur to business owner with a thriving, fully delegated team. He shares how a burned-out truck became the catalyst for firing his entire staff, hiring a GM, and rebuilding operations from the ground up. Learn how intentional delegation saved his business. Listen now on all major platforms!

"Without a strong team culture, even the best business systems will eventually fail to sustain performance."

Meet the guest: Brad Cornell brings years of entrepreneurial experience in the service industries and real estate. As the current president of Valley Sweeping and Llenroc Capital, Brad focuses on operational efficiency, remote team management, and long-term business growth.

What you will learn:

(00:00) Highlight
(00:30) Introduction
(05:21) Business acquisition lessons
(08:17) Delegation mistakes
(10:43) Operating out-of-state
(15:22) Team restructuring strategies
(23:41) Scaling operations remotely
(34:46) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Gary Lipsky: Scalable Real Estate Systems | Ep. 26

Tue, 08 Jul 2025 11:00:44 +0000

In this episode of the Delegate That! Podcast, real estate investor Gary Lipsky explains how delegation powers the growth of his multifamily portfolio, from 1 unit to 1400. He shares practical strategies for managing third-party property managers, optimizing operations with KPIs, and leveraging AI for asset management. Learn what it takes to scale smart, not just big. Listen now on all major platforms!

"Top-down management limits innovation; empowering team members to lead and contribute creates a stronger, more accountable organization."

Meet the guest: Gary Lipsky is a seasoned real estate investor with over 3,000 units under his belt and a portfolio focused on value-add multifamily properties in Arizona. A bestselling author and host of the Real Estate Investor Podcast, Gary brings decades of operational experience into every deal. Based in Manhattan Beach, CA, Gary is also the founder of Break of Day Capital.

What you will learn:

(00:00) Highlight
(00:36) Introduction
(01:35) Property team structure
(03:32) Managing third parties
(05:28) KPI implementation
(06:55) Motivating property managers
(13:27) Using AI tools
(23:52) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Darren Christensen: Building Smarter Homes | Ep. 25

Mon, 30 Jun 2025 11:00:48 +0000

In this episode of the Delegate That! Podcast, Darren Christensen, founder of ModMod, shares how vertical integration, iterative design, and a mission-driven mindset are helping him transform the modular housing industry. He explains how simplified processes, lean manufacturing, and staff incentives can streamline operations for lasting business impact. Discover how modular building is reshaping affordability, efficiency, and sustainability. Listen now on all major platforms!

"Letting go of control enables leaders to scale their businesses and empower teams to grow independently."

Meet the guest: Darren Christensen is a serial entrepreneur and the founder of ModMod, a modular housing company based in Texas. He’s passionate about creating efficient, long-lasting homes using smarter processes, better materials, and simplified labor models.

What you will learn:

(00:00) Highlight
(01:01) Introduction
(03:19) Modular housing efficiency
(04:01) Vertical integration benefits
(07:02) Incentivizing staff innovation
(10:57) Financial resilience strategy
(18:02) Building science insights
(28:16) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Joe Evangelisti: Building Billion-Dollar Plans | Ep. 24

Tue, 24 Jun 2025 11:00:14 +0000

In this episode of the Delegate That! Podcast, high-performance coach, and real estate developer Joe Evangelisti shares the five reasons entrepreneurs fail to scale and how to overcome them. Joe breaks down how mindset, planning, time management, and strategic delegation can unlock growth, along with insights into building a billion-dollar self-storage portfolio. Learn how to reclaim your time and scale smarter. Listen now on all major platforms!

"Most people don't need new goals. They need new beliefs."

Meet the guest: Joe Evangelisti is a U.S. Navy veteran turned high-performance coach and CEO, who brings over 5,000 hours of coaching expertise to the world of real estate, entrepreneurship, and leadership. A self-storage developer and strategic visionary, Joe teaches entrepreneurs how to scale with precision through operational clarity and smart delegation. With a military background and decades in business, Joe helps leaders unlock potential.

What you will learn:

(00:00) Highlight
(00:47) Introduction
(02:30) Mindset and limiting beliefs
(06:41) Vision-driven business scaling
(09:23) Strategic planning
(12:04) Building high-performing teams
(19:57) Resourcefulness and hiring
(33:15) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Tim Woodbridge: Hire What You Hate | Ep. 23

Tue, 17 Jun 2025 11:00:00 +0000

In this episode of the Delegate That! Podcast, real estate investor Tim Woodbridge shares how he scaled his mobile home park business by mastering the delegation ladder. He discusses his transition from a solo operator to building a strategic team and how hiring the right virtual assistants transformed his workflow and growth. Learn how operational clarity, investor relations, and leadership development are reshaping passive income models. Listen now on all major platforms!

“Hiring is about more than skill, it’s finding someone who loves doing what you don’t.”

Meet the guest: Tim Woodbridge is a real estate investor focused on recession-resistant mobile home parks and affordable housing. As the founder of WCG Investments, he helps high earners double their money in five years through strategic acquisitions, tax-advantaged structures, and hands-off investing. With a portfolio that includes mobile home communities, apartments, and RV parks, he’s passionate about building stable, resident-focused assets that deliver strong returns.

What you will learn:

(00:00) Highlight
(00:00) Introduction
(01:23) Delegation ladder strategy
(03:09) Operational team building
(04:32) Virtual assistant hiring
(05:45) Investor relations growth
(08:24) Marketing and sales roles
(27:30) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Nathan Everson: Remote Team Strategies | Ep. 22

Tue, 10 Jun 2025 11:00:00 +0000

In this episode of the Delegate That! Podcast, Nathan Everson, President of Blacktail Companies, talks about how he runs a virtual, international team and stays hands-on with real estate investments, all while making time for his growing family. He walks through the systems that help him make quick decisions, explains how he delegates in every direction, and opens up about the tough business pivots that taught him the most. If you're thinking about using delegation to grow, this one’s worth a listen. Available now on all major platforms!

"Delegating up means handing complex decisions to experts, then making fast choices based on their input."

Meet the guest: Nathan Everson is the founder and president of Blacktail Companies, where he leads a lean, multinational team focused on industrial real estate investing. With experience spanning restaurants, aviation, and property management, he’s built a remote-first company designed around time freedom and personal fulfillment.

Connect with our guest:

LinkedIn

Blacktail Companies

What you will learn:

(00:00) Highlight
(00:50) Introduction
(04:05) Building remote teams
(08:18) Investment setbacks
(15:12) Using global systems
(17:11) System adoption
(19:31) Delegating up vs. down
(28:04) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Kevin Taylor: Right People, Right Seats | Ep. 21

Tue, 03 Jun 2025 11:00:00 +0000

"Right person, right seat means matching talent with accountability, not just keeping people because they’ve been around."

What you will learn:

(00:00) Highlight
(00:27) Introduction
(08:59) Building business structure
(14:30) Hiring the right team
(26:31) Delegating with confidence
(29:33) EOS implementation steps
(36:32) Identity beyond business
(43:36) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Ben Kelley: Tools for Business Growth | Ep. 20

Tue, 27 May 2025 11:00:00 +0000

In this episode of the Delegate That! Podcast, EOS Implementer Ben Kelley explains how to bring clarity and structure to growing businesses using the Entrepreneurial Operating System®. He covers everything from building accountability charts to knowing when—and how—to hand off responsibilities. Ben shares straightforward tools and strategies that help leadership teams avoid burnout and grow without chaos. Tune in to hear how EOS can boost your team’s performance and set you up for long-term success. Available now on all major platforms!

"Delegation is about freeing yourself to focus on strengths while enabling others to do the same with theirs."

Meet the guest: Ben Kelley earned his degree in product design from the University of Cincinnati and now serves as a Certified EOS Implementer, helping entrepreneurial teams gain traction through the Entrepreneurial Operating System®. He focuses on aligning business operations, leadership, and delegation practices to fuel growth without burnout.

Connect with our guest:

LinkedIn

EOS WORLDWIDE

What you will learn:

(00:00) Highlight
(00:44) Episode intro
(05:41) Delegating with EOS
(06:45) Ability to focus
(08:14) Structuring accountability
(10:02) Role clarity process
(14:44) Financial hiring strategy
(34:47) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Aaron Velky: Align Vision and Action | Ep. 19

Tue, 20 May 2025 15:15:00 +0000

In this episode of the Delegate That! Podcast, Aaron Velky, founder of Living Vision, breaks down how visionary leadership and smart delegation work together to drive real growth. He shares the biggest mistakes CEOs make when handing off work, how to turn vision into a clear roadmap, and why hiring people who are smarter than you means checking your ego at the door. Get practical tips to delegate more effectively and build teams that are empowered, aligned, and ready to lead. Listen now on all major platforms!

"Delegation should be defined as creating direction and outcomes, not merely assigning tasks without ownership or purpose."

What will you learn:

(00:00) Introduction
(01:27) Vision-driven delegation
(04:28) Ego-free leadership
(06:56) Tactical communication methods
(09:13) Empowered hiring strategies
(21:02) Personal life delegation
(26:19) Closing thoughts

Meet the guest:

Aaron Velky, founder of Living Vision, helps high-performing entrepreneurs and CEOs design actionable, strategic visions that align business, leadership, and life. With a B.S. in Financial Economics from the University of Maryland, Baltimore County, Aaron focuses on turning misaligned leadership into empowered, visionary direction.

Connect with our guest on Social Media: LinkedIn

Adrian Accay: Delegation & Health | Ep. 18

Tue, 13 May 2025 11:00:00 +0000

In this episode of the Delegate That! Podcast, Adrian Accay, founder of Apex Functional Health, shares how delegation fuels his success across pharmacy, functional health, and real estate. He explains how structured systems, AI tools, and international hires support operational efficiency. Learn how to scale smarter, lead with clarity, and reclaim time for what matters most. Listen now on all major platforms!

"Leaders can reclaim time and grow faster by focusing only on the tasks that align with their highest business value."

Meet the guest: Adrian Accay is a serial entrepreneur, functional medicine practitioner, and systems thinker who has built multiple businesses by mastering the art of delegation. From launching a virtual-first health practice to managing global remote teams, Adrian shares real-world strategies for building efficient operations and scaling without burnout.

What you will learn:

(00:00) Highlight
(00:45) Introduction
(03:08) Delegation in wellness
(04:14) Reducing personal overload
(09:02) Delegating by strengths
(11:12) Creating business systems
(12:58) Learning what you don’t know
(33:56) Final thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

RJ Galdorisi: Delegation vs Abdication | Ep. 17

Tue, 06 May 2025 11:00:00 +0000

In this episode of the Delegate That! Podcast, business coach, and franchise broker RJ Galdorisi talks about how he turned a family-run catering business into a streamlined, corporate-style operation. He shares how smart delegation, strong leadership, and knowing how to manage people helped him build systems that actually last. Now, he’s using that experience to help others find more freedom through franchising and buying small businesses. Catch the episode on all major platforms!

"Hiring became more successful when the process shifted toward discouraging the uncommitted, rather than trying to convince them to join."

Meet the guest: RJ Galdorisi, President of Integrity Business Coaching, guides others in making informed business decisions, avoiding burnout, and aligning operations with their personal goals. As the former owner of a 100+ employee catering company, he transformed a small family operation into a scalable, process-driven business by building strong teams and systems.

What you will learn:

(00:00) Highlight
(00:53) Introduction
(09:07) Defining true delegation
(14:08) Hiring with intention
(18:00) Building sustainable systems
(24:08) Creating company culture
(29:06) Franchise brokering strategy
(35:04) Final insights

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Jay Bourgana: Delegation for Growth | Ep. 16

Tue, 29 Apr 2025 11:00:00 +0000

In this episode of the Delegate That! Podcast, Jay Bourgana, founder and mentor at Acquisition Collective, opens up about his journey in building successful businesses, scaling operations, and mastering delegation. He shares valuable lessons from his transition from real estate to acquisitions, highlights the role of systems in business growth, and offers tips on managing teams effectively. Tune in now to discover how to unlock your business’s true potential and scale strategically. Available on all major platforms!

"The real goal of delegation is to ensure the person takes ownership and performs better than the original person who was doing the task."

Meet the guest:

Jay Bourgana is a strategic leader, investor, and mentor with a passion for transforming businesses and creating lasting legacies. He founded Raising Lions and Acquisition Collective, empowering entrepreneurs and fathers to grow personally and professionally. With a background in banking, manufacturing, and real estate, Jay now focuses on mergers and acquisitions, helping businesses scale with AI, automation, and operational excellence.

Connect with our guest:

LinkedIn

Acquisition Collective

MashTank

What you will learn:

(00:00) Highlight
(00:48) Introduction
(04:08) Leadership & Business Management
(08:43) Mastering Delegation
(13:23) Hiring and Firing Systems
(18:38) Effective Onboarding Process
(23:23) Building a Strong Team Culture
(31:03) Final Questions

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Chase Calhoun: Scaling Real Estate | Ep. 15

Tue, 22 Apr 2025 11:00:00 +0000

In this episode of the Delegate That! Podcast, Chase Calhoun, owner of Apex Real Estate Investments and Calhoun Custom Construction, shares valuable insights on building a real estate investment business and the importance of delegating tasks in construction and property management. From launching a construction company out of necessity to expanding a real estate portfolio, Chase talks about the strategies that have helped him manage his growing businesses. Tune in for practical tips on delegation and scaling your business, available on all major platforms!

"Having a dedicated person for property management ensures that tenants are happy, properties are well-maintained, and all legalities are handled correctly."

Meet the guest: Chase Calhoun is the CEO of Apex Real Estate Investments and Calhoun Custom Construction, specializing in single and multifamily residential properties. With years of experience in real estate investing and construction, Chase oversees a portfolio of rental properties and manages full-service construction projects. Based in Little Rock, Arkansas, he is passionate about improving communities through property renovations and construction.

Connect with our guest:

LinkedIn

Instagram

What you will learn:

(00:00) Highlight
(00:52) Introduction
(03:02) Transition to construction
(07:22) Building the team
(14:02) Implementing EOS in business
(16:12) Managing team growth
(18:27) The challenge of hiring
(23:56) Final Questions

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

David Aheimer: Building High-Performing Teams | Ep. 14

Tue, 15 Apr 2025 11:00:00 +0000

In this episode of the Delegate That! Podcast, David Aheimer, founder of Bootstrap Millionaires, talks about his journey from starting a business in a garage to becoming an executive advisor. He breaks down his approach to entrepreneurship, including the importance of delegation and using psychological profiling to create strong teams. David also shares his strategies for scaling businesses, attracting top talent, and managing growth. Tune in for actionable tips on improving efficiency and building a profitable business. Listen now on all major platforms!

"It's not about doing everything yourself, it’s about finding people who can help you grow."

Meet the guest: David Aheimer is the founder of Bootstrap Millionaires, a business accelerator aimed at inspiring entrepreneurs to grow and scale their companies. With extensive experience in building businesses from the ground up, including a multi-million dollar internet retail company, David combines his entrepreneurial expertise with leadership coaching.

What you will learn:

(00:00) Highlight
(00:36) Introduction
(05:01) Entrepreneurial journey
(10:36) Hiring strategies
(12:51) The importance of delegation
(18:21) Identifying business needs
(21:01) Employee performance metrics
(31:11) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Kevin Brenner: Delegation with AI | Ep. 13

Tue, 08 Apr 2025 11:00:00 +0000

In this episode of The Delegate That! Podcast, Kevin Brenner, founder of PropertyBots.AI™, shares how AI is changing the way business leaders, particularly in real estate, handle delegation. He breaks down how AI-powered bots can simplify operations, boost customer engagement, and automate key tasks, helping businesses scale quickly and efficiently. Find out how AI can make delegation easier and build a more streamlined business model. Listen now on all major platforms!

"The beauty of artificial intelligence is that it never forgets and can always be trained to meet the specific needs of your business."

Meet the guest: Kevin Brenner, PMP, is the founder of PropertyBots.AI™ and a real estate investor, specializing in AI-driven solutions to streamline operations for real estate professionals. With a background in Atmospheric Sciences from the University of Miami, Kevin combines his expertise in technology and business to help clients scale their operations. He is also the Vice President of Sales at Active Duty Passive Income®.

What you will learn:

(00:00) Highlight
(00:54) Introduction
(05:19) AI-driven automation
(09:04) Property flipping optimization
(13:30) Delegating tasks with AI
(16:54) AI for customer service
(26:58) Scaling with AI
(30:32) Closing thoughts

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Logan Brodine: Scaling with Delegation | Ep. 12

Tue, 01 Apr 2025 11:00:00 +0000

In this episode of the Delegate That! Podcast, Logan Brodine opens up about how he successfully runs multiple businesses while mastering the art of delegation. He shares how he balances family, real estate, and a growing franchise, along with the tools he uses to keep everything running smoothly. From effective communication strategies to working with virtual assistants, Logan offers practical advice for entrepreneurs who want to take back control of their time. Tune in now on all major platforms!

"Delegation isn’t just about getting rid of tasks you don’t like, it’s about making space for business growth and family time."

Meet the guest: Logan Brodine is a Tactical Program Manager with over a decade of experience in strength and conditioning. As a co-owner of a family-run real estate business and a franchisee of Alloy, Logan’s expertise in balancing multiple ventures while effectively delegating tasks has been crucial to his success.

What you will learn:

(00:00) Highlight
(00:45) Introduction
(02:54) Effective communication in delegation
(04:40) Separating duties within the team
(05:57) The role of Virtual Assistants
(09:00) Scaling a business with delegation
(15:57) Managing multiple ventures
(25:45) Final Questions

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

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Dr. Adam Broussard: Building Franchise Teams | Ep. 11

Tue, 25 Mar 2025 11:00:00 +0000

In this episode of The Delegate That! Podcast, Dr. Adam Broussard—a pediatric anesthesiologist turned business owner—talks about his shift from medicine to launching a home service franchise. He shares what it’s really like to build systems, hire the right team, and improve operations while still working full-time. You’ll hear practical tips on delegation and hiring that every entrepreneur can use. Listen now on all major platforms.

"Transitioning from a W-2 physician role to entrepreneurship required a complete mindset shift to embrace financial risk, team leadership, and independent decision-making structures."

Meet the guest: Dr. Adam Broussard is a Franchisee, SMB and Real Estate Investor, and Pediatric Anesthesiologist who brings a unique perspective to business ownership and operational leadership. He shares practical insights on team building, delegation systems, and business scalability—all rooted in real-world experience. His approach is especially valuable for entrepreneurs aiming to streamline operations and grow efficiently.

What you will learn:

(00:00) Highlight
(00:50) Episode introduction
(02:00) Delegation challenges
(04:15) Franchise business setup
(06:35) Hiring the right team
(08:30) Operational efficiencies
(11:56) Lessons from medicine
(21:18) Final Questions

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Terri Peters: Smart Tax Delegation | Ep. 10

Tue, 18 Mar 2025 10:00:00 +0000

I'm Adam La Barr, and I’m thrilled to kick off my first episode as host of the Delegate That! Podcast. Very excited to embark on this journey with you! In this episode, Terri Peters, a tax strategist and business advisor, talks about how strategic delegation changed the game for her business. From outsourcing bookkeeping to using a call answering service, she breaks down how handing off the right tasks can boost efficiency, improve work-life balance, and drive financial growth. We also talk about recognizing what to delegate, overcoming the fear of letting go and building a team that keeps everything running smoothly. Don’t miss it—listen now on all major platforms!

"Delegation is not just about freeing up time—it’s about ensuring the right people handle the right tasks so the business runs efficiently."

Meet the guest: Terri Peters, EA, MSCTA, is a tax strategist and business advisor with a background in accounting and financial planning. She earned her Accounting degree from California State University-Northridge and has decades of experience in tax strategy, bookkeeping, and business advisory. As the founder of Tax Time Ledgers, she helps entrepreneurs optimize their financial strategies and streamline operations. Her expertise in delegation and outsourcing has transformed the way she runs her business.

What you will learn:
(00:00) Highlight
(00:39) Introduction
(03:45) Defining delegation
(06:49) Hiring the right team
(11:14) Outsourcing fears
(15:49) Delegating tax preparation
(22:59) Virtual assistants
(31:21) Final Questions

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Andrew Freed: Scaling a Real Estate Empire | Ep. 09

Tue, 11 Mar 2025 11:00:00 +0000

In this episode of the Delegate That! Podcast, Andrew Freed, a multifamily real estate investor and investor-focused agent, shares how smart delegation helped him grow from owning a single condo to managing over 300 rental units—all while holding down a W-2 job. He breaks down how to recognize which tasks to hand off, find the right people to take them on, and put systems in place to keep everything running smoothly. Tune in for practical tips on delegation that can help you make the most of your time and take your business to the next level!

"A business can only scale effectively when leadership focuses on high-impact activities while delegating routine tasks that do not require strategic decision-making."

Meet the guest: Andrew Freed, M.S.M., PMP, is a multifamily real estate investor, investor-focused agent, and business strategist specializing in creative financing, house hacking, and property management. With a background in project management and research administration, he scaled from owning a single condo to managing over 300 rental units. Andrew is passionate about financial literacy and helping others achieve wealth through real estate.

What you will learn:
(00:00) Highlight
(00:39) Introduction
(03:37) The power of delegation
(05:25) Hiring the right people
(07:45) Prioritizing business tasks
(10:60) Leveraging automation tools
(13:05) Common delegation mistakes
(16:49) Final Questions

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Christopher Seveney: The CEO’s Guide to Scaling | Ep. 08

Tue, 04 Mar 2025 13:40:00 +0000

In this episode of the Delegate That! Podcast, Christopher Seveney, CEO of 7e Investments, talks about how smart delegation has shaped his leadership and fueled business growth. He shares his experience with business coaching, clears up common CEO misconceptions, and highlights the role of company culture in building a successful team. Discover how to stay focused on the big picture while managing daily operations and empowering your team for lasting success. Don’t miss these valuable insights on scaling your business the right way. Listen now on all major platforms!

"Your job as a CEO isn’t to micromanage—it’s to remove obstacles so your team can thrive and grow the company."

Meet the guest: Christopher Seveney, CEO & Founder of 7e Investments, has over 25 years of experience in real estate, construction, and mortgage note investing. With a background in Civil Engineering from Worcester Polytechnic Institute and a Master's in Real Estate from Georgetown University, he has managed over $750M in new construction projects. Now leading an alternative investment fund, Chris focuses on democratizing real estate investment.

What you will learn:

(00:00) Highlight
(01:03) Introduction
(04:09) Delegating for growth
(06:14) CEO misconceptions
(09:08) Underrated CEO skills
(11:26) Communicating vision effectively
(18:24) Building ownership culture
(28:35) Final Questions

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Adam Hill: From Struggles to Success | Ep. 07

Tue, 25 Feb 2025 10:00:00 +0000

In this episode of The Delegate That! Podcast, Adam Hill, a Professional EOS Implementer, shares valuable insights into managing family business dynamics, mastering delegation, and driving sustainable growth. With lessons drawn from his own personal and professional journey, Adam provides practical strategies to tackle challenges in leadership, communication, and building a lasting legacy. Don’t miss this opportunity to learn how to optimize your business and secure your vision for the future. Available now on all major platforms!

"Communication is the foundation of alignment in any business, and over-communication is essential to avoid misalignment among employees and stakeholders."

Meet the guest: Adam Hill, a Professional EOS Implementer and CEO of a century-old family business has over 20 years of experience in navigating complex family business dynamics. With a Psychology degree from UC Santa Barbara and an MBA from the University of Massachusetts, Adam combines his expertise with personal lessons to help leaders optimize communication, delegation, and growth strategies.

What you will learn:

(00:00) Highlight
(00:56) Introduction
(04:15) Business & EOS
(07:11) Importance of communication
(10:21) Mastering delegation tools
(14:35) Family business
(20:72) Transforming fear into growth
(26:33) Final Questions

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Jonathan Graham: Hiring Top Talent | Ep. 06

Tue, 18 Feb 2025 10:00:00 +0000

In this episode of the Delegate That! Podcast, Jonathan Graham shares powerful insights on leadership, hiring, and building impactful businesses. He talks about the art of effective delegation, the importance of courage in decision-making, and strategies to help leaders make the most of their time while leading with empathy. Packed with actionable advice for entrepreneurs and business leaders, this is an episode you won’t want to miss. Tune in now on Apple Podcasts, Spotify, and YouTube!

"Hiring the right talent goes beyond resumes and education—look for passion, alignment with the job, and genuine commitment to succeed."

Meet the guest: Jonathan Graham earned his MBA in Finance from Ohio University and a Bachelor of Science in Biochemistry from Mount Allison University. With over 20 years in leadership roles at Novartis, Netflix, and Apple, Jonathan specializes in investor relations, strategic partnerships, and financial architecture. Now, as the founder of The Summer Group, he is focused on inspiring courage and empowering leaders to achieve success.

What you will learn:

(00:00) Highlight
(00:40) Introduction
(04:10) Key hiring principles
(09:40) Leadership lessons from Netflix
(16:50) Importance of truth in hiring
(25:25) Lessons from Apple
(31:40) Product management
(47:10) Final Questions

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Paul Windemuller: Productivity Hacks for Leaders | Ep. 05

Tue, 11 Feb 2025 10:00:00 +0000

In this episode of the Delegate That! Podcast, Paul Windemuller, a seasoned agripreneur, shares practical strategies for entrepreneurs managing multiple businesses. Drawing from his experience running dairy farms and hosting the AgCulture Podcast, Paul offers insights into tools, systems, and leadership techniques that make delegation more effective. He also explores how technology, artificial intelligence, and talented assistants can drive business growth. Don’t miss this chance to learn how to make the most of your time and lead with confidence. Available now on all major platforms!

"Effective delegation starts by asking, ‘What tasks only I can do?’ and then finding others to handle the rest."

Meet the guest: Paul Windemuller holds a Bachelor of Applied Science in Agricultural Business and Management from Michigan State University. With over a decade of entrepreneurial experience in agriculture, Paul has founded multiple ventures, including a dairy farm powered by robotics and automation. As a 2024 Nuffield Scholar, he explores the intersection of artificial intelligence and agriculture. Paul also hosts the AgCulture Podcast, sharing diverse stories from the farming industry.

What you will learn:

(00:00) Highlight
(00:59) Introduction
(04:30) Identifying tasks to delegate
(08:27) Delegation strategies
(14:35) Tools for secure delegation
(17:09) Building trust with your team
(22:05) Simplifying productivity systems
(25:17) Final Questions

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Ramu Velu: Trust & Delegation | Ep. 04

Tue, 04 Feb 2025 10:00:00 +0000

In this episode of the Delegate That! Podcast, Ramu Velu, a seasoned sales and operations executive, shares his expertise on mastering the skill of effective delegation. He breaks down practical strategies for deciding which tasks to hand off, building trust within your team, and using virtual assistants to simplify workflows. Drawing from his personal experience, Ramu reveals tools and habits that boost productivity and support long-term growth. Ready to take back your time? Don’t miss this actionable guide—listen now on all major platforms!

"Procrastination often highlights tasks you either don’t enjoy or aren’t good at—those are the first ones to delegate for maximum efficiency."

Meet the guest: Ramu Velu, MBA, is a fractional COO and sales leader with a proven track record of driving exponential growth for businesses. With experience optimizing operations, managing high-performing teams, and raising over $20M in capital, Ramu has helped organizations streamline systems and unlock sustainable growth. His educational background includes an MBA from the University of Dallas and a BS in Marketing from UT Dallas.

What you will learn:

(00:00) Highlight
(00:59) Introduction
(04:30) Identifying tasks to delegate
(08:27) Delegation strategies
(14:35) Tools for secure delegation
(17:09) Building trust with your team
(22:05) Simplifying productivity systems
(25:17) Final Questions

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Mike Taravella: Smart Delegation Tips | Ep. 03

Tue, 28 Jan 2025 10:00:00 +0000

In this episode of The Delegate That! Podcast, real estate expert Mike Taravella shares practical strategies for mastering delegation in business. He covers everything from creating effective KPIs and SOPs to building team accountability and trust. Through real-world examples and personal stories, Mike offers actionable tips to help you delegate tasks, enhance team performance, and scale your operations. Don’t miss this chance to learn techniques that empower leaders to focus on growth and take back their time!

"Establishing KPIs for every role ensures clarity, aligns expectations, and empowers team members to deliver measurable results consistently."

Meet the guest: Mike Taravella, a Michigan State University graduate with a Master’s in Financial Reporting, is an experienced real estate investor passionate about helping others achieve financial freedom. With a career spanning CPA roles to real estate operations, he focuses on using strategic delegation to build scalable businesses. Mike's expertise in leveraging systems and trust to manage global teams offers invaluable insights.

What you will learn:

(00:00) Highlight
(00:50) Introduction
(03:10) KPIs for delegation
(06:00) Early-stage startups
(12:50) Task prioritization
(22:20) Social media management
(29:50) The power of strategy
(31:00) Final Questions

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Kamil Maras: Scaling with Delegation | Ep. 02

Tue, 21 Jan 2025 10:00:00 +0000

In this episode of ‘The Delegate That! Podcast’, Kamil Maras, a seasoned entrepreneur in the construction industry, shares his inspiring journey from modest beginnings to leading multi-million-dollar businesses. Kamil discusses practical strategies for delegation, effective leadership principles, and valuable insights on scaling businesses successfully. With his expertise in spotting growth opportunities and building high-performing teams, he offers actionable tips for entrepreneurs looking to streamline their operations. Tune in on your favorite platform to learn how to master delegation and elevate your leadership game!

"Effective delegation is about identifying the right people for the right roles and trusting them to deliver results independently."

Meet the guest: Kamil Maras, a visionary leader with over 20 years of experience in the construction industry, manages Integre Holdings, including Nu-Tek Roof Systems and B&B Siding & Roofing. Specializing in scaling businesses and fostering team growth, Kamil excels in driving operational efficiency and developing high-performing teams. With a background in Business Management from Kean University, Kamil shares actionable insights into delegation, leadership, and business growth.

What you will learn:

(00:00) Highlight
(00:40) Introduction
(04:01) Identifying opportunities
(06:49) Motivating teams effectively
(13:05) Delegation success stories
(20:02) Wartime vs. peacetime
(24:01) Breaking business milestones
(27:55) Final Questions

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

JoBen Barkey: From Founder to Visionary | Ep. 01

Tue, 14 Jan 2025 10:00:00 +0000

Welcome to the first episode of ‘The Delegate That! Podcast’ with me, Marcio Goncalves. In this debut episode, I’m joined by JoBen Barkey, a purpose-driven leader who has honed the skill of delegation while running several successful businesses. JoBen shares how he’s applied the 4 T’s of Giving—Time, Treasure, Talent, and Talk—to create employee-led organizations with a strong focus on giving back. Tune in to discover how you can scale your business through effective delegation without compromising on quality. Listen now on your favorite podcast platform and gain fresh strategies for growth and impact!

"You will never get your entire organization into an A+ category if you don’t pull off operations and work ON the business."

Meet the guest: JoBen Barkey, a seasoned entrepreneur, holds a B.A. in Psychology from Trinity Western University. With over a decade of experience, he has built employee-led organizations focused on giving back to communities worldwide through initiatives like Soccer Shots and Project Hawai'i. JoBen's leadership philosophy revolves around leveraging the 4 T’s of Giving—Time, Treasure, Talent, and Talk—to inspire purpose-driven growth.

What you will learn:

(00:27) Introduction
(03:25) Building an organization
(05:36) Failing forward
(11:25) Documenting processes
(14:46) Measurable outcomes
(21:55) Delegating remotely
(34:29) Giving back
(48:22) Final Questions

𝗟𝗶𝘀𝘁𝗲𝗻 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 𝗼𝗿 𝗮𝗻𝘆 𝗺𝗮𝗷𝗼𝗿 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

Website: WiseVAs

LinkedIn: WiseVAs

Instagram: WiseVAs

Clarity break by EOS I Long version

Thu, 29 Aug 2024 17:05:00 +0000

Have you ever taken a moment to reflect on the decisions and strategies that could lead your business to 10X growth?

Engage in this reflection to drive your business forward with clarity and purpose. Identify obstacles, align goals, and streamline processes.

Shift from reactive to proactive strategies to fuel growth.

Discover how to simplify the complex, focus on what truly matters, and prepare your organization for success.

Ready to take the next step?

Tune in now and start turning challenges into opportunities. Learn more about EOS at www.eosworldwide.com.

Clarity break by EOS I Short version

Wed, 14 Aug 2024 18:10:00 +0000

Have you ever taken a moment to reflect on the decisions and strategies that could lead your business to 10X growth?

Engage in this reflection to drive your business forward with clarity and purpose. Identify obstacles, align goals, and streamline processes.

Shift from reactive to proactive strategies to fuel growth.

Discover how to simplify the complex, focus on what truly matters, and prepare your organization for success.

Ready to take the next step?

Tune in now and start turning challenges into opportunities. Learn more about EOS at www.eosworldwide.com.