Helping People Sleep Better with Data-Driven Reviews
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What happens when you mix analytical rigor with an everyday product like a mattress? You get NapLab, a data-driven review site created by Derek Hales, whose mission is to help people sleep better by eliminating the guesswork behind mattress shopping. In this episode of the Legacy Podcast, host Paul Dio sits down with Derek to explore how a personal frustration with mattress shopping led to a full-time career in objective sleep product testing. What started as a weekend side project quickly turned into one of the most trusted mattress review platforms online. Derek walks through his meticulous...
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Redefining Professional Outreach in the Age of AI
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Is cold email dead? Not even close you’re just doing it wrong. In this episode of the Legacy Podcast, host Paul Dio speaks with Adam Rosen, founder and CEO of Email Outreach Company (EOC), a service helping startups and businesses scale their outreach through strategic, professional cold email. From landing Fortune 500 clients like Amazon and Bank of America to getting replies from Mark Cuban and Ajay Banga, Adam shares real stories that prove email is still one of the most powerful tools in business if you know how to use it. He breaks down what’s changed (and what hasn’t) in the email...
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Rethinking Water Quality and Community
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What happens when a software founder returns to her roots in Maine and sees clean water as the foundation for local economic development? In this episode of the Legacy Podcast, host Paul Dio speaks with Jen Millard, co-founder and CEO of Maine Love, a growing water brand with a mission far bigger than hydration. After years leading tech companies and consumer product startups, Jen returned to her home state to build something that mattered not just a brand, but a vehicle for job creation, sustainability, and local reinvestment. From repurposing idle breweries to creating a supply chain that...
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Why Connection and Curiosity Drive Business Growth
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How do you turn a childhood paper route into a billion-dollar vision rooted in purpose and positivity? In this episode of the Legacy Podcast, host Paul Dio sits down with Peter Bradford, serial entrepreneur and founder of Cash Network LLC, to explore his journey from domain-flipping in the late '90s to launching a pet insurance company with heart. Peter’s story is a testament to how curiosity, adaptability, and an intrinsic desire to “be better” can evolve into meaningful legacy-building. He shares how early lessons in efficiency, pattern recognition, and people-watching laid the...
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From Disruption to Advantage with Futurist Insights
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What if you could anticipate the future with certainty, turning potential challenges into opportunities? On this episode of the Legacy Podcast, we explore this compelling idea with Daniel Burrus, a renowned futurist, author, and speaker. Dive into the art of foresight as Burrus explains the power of combining anticipatory strategies with an understanding of hard and soft trends. Hard trends are inevitable future certainties such as technological advancements, while soft trends are mutable assumptions. Together, we uncover how identifying these trends can transform both personal growth and...
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Integrating Vitamins into Daily Habits
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What if your daily brushing routine could do more than just clean your teeth? Join us as we chat with Vladimir, the visionary co-founder and CEO of Better Better, who is transforming oral care into a nutritional powerhouse. After overcoming cancer and grappling with the demands of daily supplements, Vladimir had a breakthrough idea: infuse toothpaste with essential vitamins and minerals to support both oral health and overall well-being. Discover the compelling story behind the development of nutrient-enriched toothpaste and how this innovative concept leverages the simple habit of brushing to...
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The Intersection of Real Estate and Tax Advisory
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Matthew Wessels, partner at Wessels Realty and Tax Advisors, takes center stage as he shares his compelling journey from the hills of New Hampshire to carving a unique niche in the real estate and tax advisory world. Matthew's story is a testament to the power of combining passions, as he skillfully marries his accounting background with a fervor for real estate development. Our conversation uncovers how he transitioned from the corporate treadmill to co-purchasing his first property, igniting a career that now stands at the intersection of real estate analysis, general contracting, and...
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Harnessing Rhythm for Inspirational Leadership
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Transformative Leadership and Business Innovation: Natalie Spiro's journey from Johannesburg to the CEO of Drum Cafe North America illustrates the power of adaptability and innovation in leadership. Her story highlights how interactive drumming became a transformative tool for team development and corporate engagement, leading to a unique business model that turns energy into inspiration. Resilience in the Face of Adversity: The episode delves into Natalie's strategic pivots during the COVID-19 pandemic, showcasing her resilience as she transitioned from live events to virtual operations. Her...
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Fraud Detection and Digital Marketing In the age of AI
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Ready to shield your digital marketing efforts from the pervasive threat of ad fraud? Join us as we sit down with Rich Kahn, the visionary co-founder and CEO of Anura. With over two decades of expertise, Rich takes us through his journey of identifying a critical gap in the market and developing a robust ad fraud solution. From bots to malware, discover how Anura innovatively tackles fraudulent activities, significantly safeguarding advertisers' investments. Rich unpacks the sophisticated nature of ad fraud, especially with the rise of AI, and highlights the staggering financial implications...
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Crafting a Legacy in Luxury Real Estate
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Ever wondered how strategic moves can reshape your career in real estate? Join us as we uncover the journey of Harrison Polsky, the principal of Katina Homes in Dallas, and learn how his transition from a commercial analyst to a prominent figure in the Dallas real estate scene became a game-changer. Harrison unfolds his path from being a residential broker to representing builders, navigating the challenges of the COVID-19 pandemic, and ultimately co-founding a successful venture. He reveals the dynamics behind Dallas's booming market, driven by the influx from places like New York and...
info_outlineCurious about how to strategically navigate today's volatile business world? Get ready to unlock the secrets of financial success as John Frank, the seasoned CEO and founder of Third Road Management, shares his transformative journey from Wall Street heavy-hitter to the mastermind behind a consultancy that empowers small to mid-sized businesses. Discover how his unique experience with a fast-growing nonprofit illuminated the need for forward-thinking financial strategies, beyond the confines of traditional accounting. Gain invaluable insights on how businesses can tackle modern challenges like fluctuating interest rates and capital spending, and learn the critical times to bring a fractional CFO on board to supercharge growth or break through stagnation.
Explore the dynamic intersection of finance and technology as John reflects on pivotal roles in his career, including quality of earnings and leverage finance, and the lessons learned from the turbulent economic times. With a keen eye on the impact of AI, John dissects both the potential and hurdles for small and mid-sized businesses in adopting cutting-edge technology. Understand the strategic moves behind building a resilient team at Third Road Management and see how fractional CFO services offer unparalleled value. This episode is a treasure trove of insights into how strategic financial leadership can drive not just growth but resilience in an ever-shifting economic landscape.
Timestamps
00:00:01 - Introduction and Welcome to the Podcast
00:00:30 - John Frank's Transition from Wall Street to Consulting
00:01:45 - Identifying a Gap in Financial Strategies for SMEs
00:03:00 - The Role of a Fractional CFO in Business Growth and Stagnation
00:05:15 - Navigating Economic Challenges: Interest Rates and Capital Expenditure
00:07:03 - Exploring John's Early Finance Roles and Experience in Leveraged Finance
00:08:20 - Insights into Capital Markets and Value Investing from Distressed Investors
00:11:45 - Overcoming Obstacles to AI Adoption in Traditional Industries
00:15:30 - Strategic Decisions Behind Team Growth and Full-Time Hiring
00:17:00 - The Value Proposition of Fractional CFO Services
00:18:30 - Unique Positioning in the Accounting Service Space
00:22:00 - The Blue Ocean Opportunity for Third Road Management
00:24:00 - Reflections on Growth and Maintaining Vision and Mission
00:25:45 - Fostering a Positive Company Culture and Achieving Recognition
00:27:30 - Where to Find More Information About John Frank and Third Road Management
00:28:00 - Closing Remarks and Final Thoughts from John Frank
Episode Resources:
Connect with John and fill out the form here: https://www.thirdroadmgmt.com/contact/
Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com.
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