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How to set goals, values, and strategic plans for success as a CEO, with Mark Lewis

Measure Success Podcast

Release Date: 08/02/2022

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Measure Success Podcast

Growth is exciting—but without strong financial strategy, it can lead to cash flow issues and missed opportunities. Jody Grunden, co-founder of Summit CPA, explains how Virtual CFOs help businesses scale without financial blind spots. Key insights: ✅ How forecasting helps businesses avoid financial pitfalls ✅ The most common cash flow mistakes—and how to fix them ✅ Why strategic CFO planning leads to long-term success If you want to scale with confidence and financial clarity, don’t miss this episode. Need CFO services? !   Connect...

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Measure Success Podcast

New U.S. tariffs have created real risks for businesses, but they’ve also opened a path for opportunity. In this episode, economist Dr. Bill Conerly joins us to explain the ripple effects of the tariff policy—from pricing pressure to supply chain shifts. We talk through how leaders can stay calm, analyze real risks, and take decisive action. You’ll learn: How tariffs affect pricing and demand What supply chain and labor issues matter most right now Practical steps for staying competitive under pressure Don’t wait to react. Listen now and lead with clarity. Let 40 Strategy help...

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Measure Success Podcast

Revenue growth isn’t about luck—it’s about having the right strategy. Mark Osborne has helped businesses scale faster by fixing broken sales processes. In this episode, he shares what works—and what doesn’t—when it comes to predictable revenue growth. Key insights: ✅ Why most businesses struggle with sales conversion ✅ How to build a scalable and repeatable sales system ✅ The key to aligning marketing and sales for faster growth If your sales pipeline feels unpredictable, this episode will show you how to create a system that works...

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Measure Success Podcast

Business success isn’t just about working harder—it’s about understanding the trends shaping the future. In this episode, Lewis Schiff shares the three mega trends that are changing the way entrepreneurs create value and grow businesses. Key insights: ✅ Why now is the best time to be an entrepreneur ✅ How to leverage intellectual property for business growth ✅ The role of technology in scaling smarter, not harder If you're looking to future-proof your business and increase its value, this episode is for you. Need help with your numbers? Book...

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Measure Success Podcast

Strategy means nothing if your team doesn’t understand it. Dr. Michael Gerharz helps leaders simplify complex ideas so they can inspire action. In this episode, he explains why most strategies don’t translate into execution and how to communicate with clarity. Key insights: ✅ Why leaders overcomplicate their message ✅ The power of clarity in strategic communication ✅ How to align teams and accelerate execution If your message isn’t getting through, it’s time to make strategy simple and actionable. Subscribe to our .    Connect...

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Measure Success Podcast

Strategy without action is just a wasted plan. In this episode, Dr. Thomas D. Zweifel, author of Strategy in Action, explains why most strategies fail before they even start—and how leaders can fix this gap. Key insights: ✅ The biggest mistakes organizations make in planning ✅ Why leaders struggle to execute strategy ✅ How to align teams for faster results If you want to close the gap between planning and action, this episode is a must-listen.   Interested in being a Trusted Partner with 40 Strategy?   Connect with Dr. Thomas:...

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Measure Success Podcast

Why does accountability feel like an attack? Because most people aren’t ready to be 100% responsible for their actions. In this episode, Jeffrey Klubeck, author of The Integrity Game®, explains how integrity is more than just keeping your word—it’s about fully aligning your actions with your values. Key insights: ✅ The two biggest misconceptions about integrity ✅ Why accountability often triggers ego defense ✅ How to create a culture where follow-through is the norm Success in business and leadership isn’t about talking about...

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Measure Success Podcast

What happens when you reach success but still feel empty? Bill Carmody knows that struggle firsthand. Despite building a seven-figure business, he realized that more money wasn’t the answer. In this episode, Bill shares the mindset shift that changed everything—moving from scarcity to abundance and service over self-interest. Key takeaways: ✅ Why "more" doesn’t always mean better ✅ How service and purpose create true success ✅ The three myths that keep people trapped in scarcity Interested in becoming a podcast sponsor? If you want...

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Measure Success Podcast

Leadership isn’t about titles—it’s about impact. In this episode, Elena Agaragimova, talent development expert and host of The Shift Podcast, shares how leaders at all levels can develop stronger management skills, engage teams effectively, and prevent burnout. Key insights: ✅ Why most managers lack proper leadership training ✅ How to manage change and team dynamics ✅ Strategies to balance performance and well-being Whether you're a seasoned leader or new to management, this episode offers practical tools to navigate today’s workplace challenges....

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Measure Success Podcast

Franchising offers a proven business model, but is it the right fit for you? In this episode of Measure Success Podcast, Lance Graulich, a franchise expert who has helped build major brands like Wingstop and Krispy Kreme, explains how to evaluate, invest, and scale a franchise business. Key insights: ✅ The true costs and potential profits of franchising ✅ How to match your skills and risk tolerance with the right franchise ✅ Why some franchises fail—and how to avoid common pitfalls If you're looking for a way to own a business with...

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Shifting from working “in” a business” to instead working “on” it is one of the most common (and sometimes most difficult) challenges CEOs and entrepreneurs face. They’re used to doing a little bit of everything, and it can be hard to zoom out for a bird’s-eye view. But if business owners want their companies to reach their full potential, making this shift is one of the most important changes a CEO can make. 

Our guest this week is an expert on helping entrepreneurs do just that. As a former IBM employee, a multiple successful entrepreneur, a nonprofit technology executive that helped Louisiana become one of the fastest growing technology states in the country, Mark coaches and consults entrepreneurs and small businesses for success by moderating multiple CEO Roundtables each year. 

Tune into the full episode for more on how Mark guides CEOs and entrepreneurs on growing their business, some of the most common challenges he sees small business owners face as they try to scale their companies, how to develop a strong company culture that people want to be a part of, and more.

Here’s a Glimpse of What You’ll Learn: 

  • More about what Mark does, including what the CEO Roundtables are, and how they help CEOs develop their leadership 
  • The structure behind Mark’s CEO Roundtable, and the step-by-step approach he takes participants through in order to grow their businesses 
  • The one paradigm shift Mark says CEOs need to have in order to give their business the best chance at success
  • One of the most common stumbling blocks that CEOs experience
  • How to define your company culture
  • The exercise Mark often uses to help CEOs develop the core values of their company
  • The challenges Mark sees companies experience as they try to set goals for the business
  • The difference between leading and lagging indicators, and why they’re so important for setting goals
  • Why Mark says so many strategic plans end up failing
  • More about the CEO Facilitator Playbook, and why Mark put the program together
  • Why Mark doesn’t believe in work-life balance, and how he still manages to measure success in his personal life 

Resources Mentioned in This Episode: