loader from loading.io

Setting Boundaries with Lauren Klafke

Mission Driven Business

Release Date: 07/13/2021

Success on the Second Try with Anna Murphy show art Success on the Second Try with Anna Murphy

Mission Driven Business

Brian chats with Anna Murphy, a Latina entrepreneur and CEO of Murphy and Associates Consulting. Anna shares the wisdom that led her to build a multiple six-figure business in a year and a half. She also discusses the importance of surrounding yourself with people who believe in you, and why hitting rock bottom is worth talking about. Episode Highlights Mission-driven businesses have a purpose. Starting a business is challenging in and of itself, Anna said. But having a mission-driven business allows the founder to be able to overcome the inevitable challenges and keep moving forward....

info_outline
Running a Successful Retail Business with Columbus Running Company show art Running a Successful Retail Business with Columbus Running Company

Mission Driven Business

Brian chats with Matt DeLeon and Eric Fruth, the founders of Columbus Running Company. As the first retail entrepreneurs on the show, Eric and Matt discuss how they turned their deep passion for running into a long-running mission-driven business. They also share why community is central to their work and how they have used kindness and determination to overcome obstacles and land major opportunities.   Episode Highlights A mission-driven business is like planet Earth. Matt used a distinctive analogy to define a mission-driven business. “A mission-driven business is like the Earth,”...

info_outline
Equitably Investing in Cannabis with Seke Ballard show art Equitably Investing in Cannabis with Seke Ballard

Mission Driven Business

Brian chats with Seke Ballard, the founder and CEO of Good Tree Capital, a financial services firm that uses a proprietary algorithm to balance available economic opportunities for people invested in cannabis companies. On the episode, Seke shares how removing biased data from the lending equation can make the playing field more equal. He also discusses his motivations for starting his firm, the company’s future plans, and why his ultimate dream is to create a banking model that works so well it puts the big, bad banks out of business.   Episode Highlights Mission-driven businesses...

info_outline
Living Your Passion with George Kinder show art Living Your Passion with George Kinder

Mission Driven Business

Brian chats with George Kinder, the father of the modern financial life planning movement. George is the founder of the Kinder Institute of Life Planning. He has more than 30 years of experience as a practicing financial planner and tax advisor and has trained more than 3,000 professionals in 30 countries. In the episode, George talks about the importance of passion, and how his passion for creating a strong training model fueled him to draft his famous three questions. He also discusses how his purpose continues to evolve as his life grows and changes. Episode Highlights Mission-driven...

info_outline
When the entrepreneur life chooses you with Nici Kersey show art When the entrepreneur life chooses you with Nici Kersey

Mission Driven Business

Brian chats with Nicole “Nici” Kersey, the founder of Kersey Immigration Compliance, a law firm specializing in employment-based immigration issues. Nici discusses how she created her firm out of necessity, then grew it into a company that provides opportunities for veterans and military families. She also opens up about how she uses expertise to her advantage and how becoming a baseball fan helped her let go of perfectionism.   Episode Highlights It can take time to get comfortable being a business owner. Running her own business was not something that Nici planned to do. But when...

info_outline
Guide for Your Midyear Business Review show art Guide for Your Midyear Business Review

Mission Driven Business

It’s hard to believe that 2021 is halfway over. Things have changed so much since the beginning of the year, and it’s the perfect time to take a step back and reflect. In this special episode, Brian provides insight and advice for conducting a midyear review for your business. You’ll learn steps to gain awareness, evaluate your business purpose, and take corrective action while there’s still time to change things.   Episode Highlights: How to Conduct A MidYear Business Review 1. Have a personal check-in Paradoxically, the first action item is to take a break from the action, as...

info_outline
Setting Boundaries with Lauren Klafke show art Setting Boundaries with Lauren Klafke

Mission Driven Business

Brian chats with Lauren Klafke, a small business owner all about supporting other business owners. Lauren’s firm, Willow Creek Financial Services, provides a space for business owners to ask questions and learn more about their financials. On the episode, Lauren shares how Instagram Reels helps her build her business and conduct market research. She also opens up about how she implemented boundaries to grow her business on her own terms all while raising a newborn and overseeing a house renovation.   Episode Highlights Your mission and your business’s mission don’t have to match....

info_outline
Systems and Self-Care with Emlen Miles-Mattingly show art Systems and Self-Care with Emlen Miles-Mattingly

Mission Driven Business

Brian chats with Emlen Miles-Mattingly, the founder and CEO of Gen Next Wealth, a financial planning firm focused on helping minorities grow and retain generational wealth. In the episode, Emlen talks about his 20 years of experience in the financial services industry, including the challenges he overcame to pivot from banking to starting his own company. He also shares why small habits and daily systems help him to thrive in his business and personal life.   Episode Highlights Clients can define your mission. Before starting his firm, Emlen worked for an insurance company. Despite...

info_outline
Launching a Family-Run Business with Chantel Valentene and Brian Mackin show art Launching a Family-Run Business with Chantel Valentene and Brian Mackin

Mission Driven Business

Brian interviews entrepreneurial couple Chantel Valentene and Brian Mackin. Chantel made a name for herself building brands in the fashion industry and is now the managing director of a socially conscious design studio, while Brian founded an artist residency and a creative agency. Now, they’ve joined forces to launch Start Today OmniMedia. On the podcast, Chantel and Brian discuss how building their business has created choice and freedom in their lives. They also share how they use their family values to pick the right opportunities and clients.   Episode Highlights The definition of...

info_outline
Why I Started My Mission-Driven Business show art Why I Started My Mission-Driven Business

Mission Driven Business

In this very special episode, host Brian Thompson opens up like never before. He shares why he started his own mission-driven business, and some of his highs and lows he encountered in the process. You’ll also learn the difference between strategy and tactics, and why entrepreneurship isn’t necessarily more risky than being a W-2 employee. If you’ve wanted to know more about Brian and his own story, this episode, hosted by Latarsha Stewart, is for you.

info_outline
 
More Episodes

Brian chats with Lauren Klafke, a small business owner all about supporting other business owners. Lauren’s firm, Willow Creek Financial Services, provides a space for business owners to ask questions and learn more about their financials.

On the episode, Lauren shares how Instagram Reels helps her build her business and conduct market research. She also opens up about how she implemented boundaries to grow her business on her own terms all while raising a newborn and overseeing a house renovation.

 

Episode Highlights

Your mission and your business’s mission don’t have to match.

Lauren defines a mission-driven business as a business that exists for a specific purpose. But the purpose of your business doesn’t have to be the same as your personal reason for running a company.

“What is your mission as the business owner? Is it to retire early? Is it to have more time with your family? Is it to serve everyone? Or is it all three?” Lauren said. “I just think about that.”

That definition is especially true for Lauren, who started her business as a way to spend more time with her husband and son. Before she took the entrepreneurial leap, she worked in the corporate world and realized her career path was incompatible with her ideal lifestyle.

“What powers me to continue to build my business is all the time I am going to have with my family,” Lauren said.

 

Adjust until your business works for you.

2020 was a rollercoaster year for Lauren. The pandemic kickstarted a year of full-speed business growth -- at the same time she had a newborn and a house remodel. Suddenly, Lauren had to find ways to schedule calls around construction and newborn sleep times

“Something was always happening at the same time,” Lauren said. “First world problems, but it was really a struggle.”

In some ways, running a business would have been easier if she hadn’t been building her business from home. So Lauren made an adjustment -- hiring a nanny -- to give her the time and space to focus on her business. She then set work hours, so that she stops working with clients after the nanny leaves.

“It came to this point where I had to realize you have to set boundaries with your clients,” Lauren said. “You can't always be available, or you're gonna drive yourself crazy.”

 

Customer service is important.

Lauren describes herself as a straightforward, type-A person. But her straight-to-the-point answers don’t always go over smoothly with clients and prospective clients. Over time, she realized she had to work on her customer service skills.

“Customer service is such a huge, huge deal,” she said. “You could have the exact same services as somebody else and customer service would change anybody's mind.”

Good customer service doesn’t mean saying yes to everything, Lauren said. Instead, it means optimizing how she talks to people on calls and consultations, how she sends emails, and how she engages with clients who text her at inopportune times.

“People want the coddling, and they want the hand holding,” Lauren said. “So I’ve had to develop that in a way that doesn’t seem condescending.”

 

Resources + Links

 

About Brian and the Mission Driven Business Podcast 

Brian Thompson, JD/CFP, is a tax attorney and certified financial planner who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit.

On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.