Why Strategy? Here are 3 components to a successful strategic plan, with Carl J. Cox
Release Date: 06/27/2022
From Chaos to Clarity: Cash Flow Tools
Measure Success Podcast
Cash flow is more than money in the bank—it’s about clarity, planning, and purpose. In this episode of the Measure Success Podcast, Carl J. Cox talks with Michelle Röse, COO and co-founder of Breakaway Bookkeeping and Advising. Michelle shares how her team helps businesses forecast cash weekly, align budgets with reality, and make faster, smarter decisions. She also dives into why success isn’t only about profit—it’s about purpose, balance, and measuring what truly matters. 🎧 Tune in to learn how to strengthen cash flow and measure success in business and life.
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Thriving in Uncertain Times with Mark Murphy
Measure Success Podcast
On this episode of the Measure Success Podcast, Carl J. Cox talks with Mark Murphy, CEO of Northeast Private Client Group and top-ranked financial security professional. Mark explains why wealth is created not by holding assets, but by investing in your business, real estate, and smart financing. He shares how leaders can strengthen culture, improve liquidity, and turn volatility into opportunity. Whether you’re building wealth, scaling your business, or seeking financial freedom, this conversation offers practical insights for entrepreneurs and executives. Listen to the full episode now!...
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Scaling Innovation Without Wasting Time
Measure Success Podcast
Innovative ideas often die inside large companies — not because they lack potential, but because they don’t fit the organization’s existing priorities and processes. On this episode of the Measure Success Podcast, Carl J Cox speaks with Jim Bodio and Stephen Rich of BRI Associates, creators of Growth Forge. They share how their platform helps companies de-risk innovation by guiding teams through strategy definition, market evaluation, and execution planning. You’ll hear lessons from their time leading Intel’s new business incubator and discover how to overcome internal friction that...
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Break the $30M Ceiling Using AI Strategy
Measure Success Podcast
Professional services firms often face a growth ceiling — struggling to scale without losing client relationships or service quality. In this episode of the Measure Success Podcast, Carl J Cox sits down with Mohan Rao of KnownWell to discuss how AI can help break through that barrier. Mohan explains how their platform turns everyday communication data into actionable insights, helping firms identify client risks, spot expansion opportunities, and strengthen account management. We also explore the “Playing to Win” strategy framework and how it applies to service-based businesses. Tune in...
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The Curious Leader Mindset
Measure Success Podcast
What if curiosity was the secret to getting unstuck? In this episode, Jon Bassford — CEO of Lateral Solutions and author of The Curious Leader — shares how leaders can overcome fear, break unhelpful habits, and create a culture of growth. We explore his TEDx talk, how to create operational excellence, and the difference between being busy and being effective. ✅ How to stop doing everything yourself ✅ Why psychological safety unlocks innovation ✅ Simple strategies to save time and money in operations Listen now and start building a more curious, effective organization.
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How Losing Her Business Launched Her Career
Measure Success Podcast
What if a business disaster was the exact push you needed? Nicole Cramer’s story starts with a total digital wipeout: her Facebook group hacked, Instagram accounts stolen, website taken down. Instead of folding, she turned it into fuel for her long-delayed goal—becoming a full-time speaker. In this episode of the Measure Success Podcast, Nicole shares how she pivoted, what she learned from professional speaking training, and how to build trust in an AI-saturated sales world. Key takeaways: How to rebuild after a tech breakdown Building a repeatable, profitable speaking business ...
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AI is Here. Lead Like It.
Measure Success Podcast
Trey Taylor returns to discuss what CEOs are getting wrong about AI—and why lazy usage is worse than no usage at all. From productivity tools to people leadership, this episode challenges leaders to take full ownership over how AI is integrated in their organizations. You’ll also hear how AI is being used in construction, insurance, and even quoting systems—and why quality control still starts with the CEO. 🎧 This is strategy for the future—listen now.
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How to Create Culture That Actually Works
Measure Success Podcast
Ken Rusk, author of Blue Collar Cash, started in the trenches—literally. Today, he’s built a company where success means everyone wins. In this episode, Ken shares: The power of “timed pathways” vs. vague goals Why blue-collar jobs are an untapped goldmine How culture, transparency, and shared purpose drive retention If you want practical advice on building wealth, culture, and freedom (without a college degree), this one’s for you. 🎧 Tune in and rethink what it really means to succeed.
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Stop Surviving, Start Scaling with Idan Shpizear
Measure Success Podcast
What’s more powerful than a strategy? Belief. In this episode, Idan Shpizear—CEO of 911 Restoration—shares how he helps entrepreneurs move from fear and doubt to clarity and execution. He unpacks: The difference between belief and knowing Why your inner world shapes your business results How simple mindset shifts unlock new revenue This is one of our most mindset-driven, actionable conversations to date. 🎧 Tune in and discover how your mind may be the key to your next level.
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From Body Shop to Billion Dollar Brand
Measure Success Podcast
What does it take to grow from 1 to over 650 locations—and stay CEO the entire time? Matt Ebert, founder of Crash Champions, shares his incredible journey on the Measure Success Podcast. He breaks down how private equity, cultural alignment, and a clear vision helped him lead one of the largest collision repair networks in the country. Key takeaways: Navigating private equity while staying in control Scaling talent without compromising culture Building apprenticeship programs to address labor shortages Why consistency matters more than shortcuts Tune in to learn what it really...
info_outlineIn This Episode:
Do you ever feel like the business growth you want is just out of reach? That you and your team are wasting time on activities that don’t move the needle? Or that you don’t know how to leverage your data, your people, or your processes to scale more quickly?
What you need is a strategy—but that word gets thrown around a lot. In this episode, host Carl J. Cox explains what makes a successful strategic plan, what causes them to fail, and why strategy is the most critical component to growth.
Tune into the full episode to learn more about how to design a business strategy that will actually get done, why your organization needs to nail down the “how” as much as the “where,” and processes you can incorporate to make sure your strategic initiatives are on the right track.
Here’s a Glimpse of What You’ll Learn:
- Some of the stats around how often strategies fail
- More about Carl’s background in business, including why he spent years just “keeping his head down,” and how he learned the hard way from those lessons
- The 3 components of a successful strategic plan
- Why it’s so powerful to have goals that are a little “audacious”
- The difference between operational and strategic plans
- Why 40-60% of strategic potential is lost in the execution phase
- The cadence of check-in meetings; Carl recommends to ensure accountability
- More about the 7-step CAPTAIN process that Carl takes businesses through in order to create and execute a successful strategic plan
- Why flexibility is such an important component of a strong strategy
Resources Mentioned In This Episode: