The Above Board Podcast

Visionaries and Integrators: The Dynamic Duo

On this episode of The Above Board Podcast, John Kennedy and Matt Marcoux break down the visionary and integrator roles from Gino Wickman's 'Traction.' They chat about how these roles work at CandorPath, sharing their experiences with balancing big ideas and practical execution. Whether you run a small business or work on a team, you'll get some great tips on improving your business and client experience.

 

Traction: Get a Grip on Your Business by Gino Wickman: https://www.eosworldwide.com/traction-book

• 00:54 Introducing the Book 'Traction' by Gino Wickman
• 01:33 Visionary vs. Integrator Roles
• 04:36 Implementing EOS in Our Company
• 05:39 The Journey of CandorPath
• 07:18 Defining Roles and Responsibilities
• 09:34 Creating a Unique Client Experience
• 15:44 The Importance of Visionary and Integrator Dynamics
• 29:13 Final Thoughts and Takeaways

Purpose & Profit: Part 1

Welcome to Part 1 of the "Purpose and Profit" series! In this episode, John and Rich tackle the balance between living with purpose and achieving financial success. They explore the concept of 'ether,' share some funny anecdotes, and discuss how to find meaning in your career. If you’ve ever felt burnt out or struggled to combine passion with your work, this episode offers practical advice and personal stories to help you find fulfillment and financial freedom. Stay tuned for actionable steps you can start today!

• 00:43 Exploring the Concept of Ether
• 03:50 The Struggle with Lying and Honesty
• 05:24 Balancing Purpose and Financial Freedom
• 08:30 Finding Passion in Your Career
• 13:07 The Journey to Discovering Your Passion
• 15:40 Finding Purpose in Your Work
• 17:25 Personal Fulfillment and Professional Success
• 19:21 The Ripple Effect of Passion
• 24:10 Purpose Leads to Profit
• 31:25 Wisdom and Experience as Gifts
• 32:30 Conclusion and Next Steps

The Priority Shift: Important vs. Urgent

In this episode of the Above Board Podcast, we break down the struggle of prioritizing urgent vs. important tasks using the Eisenhower Matrix. Discover how to categorize your workload, set boundaries, and stay focused on long-term goals, both in your career and personal life, without getting lost in the immediate chaos.

 

• 01:27 Understanding the Eisenhower Matrix
• 01:43 The Four Quadrants Explained
• 02:37 Challenges of Prioritizing Important Tasks
• 05:31 Strategies for Staying Focused
• 08:03 Applying the Principles to Personal Life

Your Next 90 Days

In this episode of The Above Board Podcast, John Kennedy focuses on the final 90 days of the year, revisiting goals and discussing how staying focused can shape the next year. He introduces 'separation season,' a concept from Ed Mylett, and shares three steps to make the most of this time: revisiting goals, creating a daily checklist, and tracking progress. John urges listeners to block out distractions and stay intentional. Share your 90-day plans in the comments!

• 00:17 Importance of the Last 90 Days
• 00:40 Reflecting on the Year
• 01:14 Separation Season
• 03:55 Three Steps to Maximize Time
• 04:08 Revisiting Goals
• 04:39 Daily Checklist
• 05:43 Tracking Progress
• 06:49 Blocking Noise
• 07:55 Engage and Share

Micro Risks, Macro Gains

What if the small risks you take today could lead to major success in the future? In this episode, John Kennedy breaks down how tiny, calculated risks can lead to macro gains. With real-life examples and a look at how legendary investors like Warren Buffett used this strategy, John shows how embracing discomfort can fuel personal, professional and financial growth. Whether you're a cautious planner or a natural risk-taker, this episode will inspire you to take bold steps toward your future.

Your Money Story

In this episode of The Above Board Podcast, John Kennedy, CFP® explores 'Your Money Story,' a concept that reveals how past experiences shape our financial habits. Learn about different money personalities, including savers and spenders, and discover practical strategies like the 24-hour rule and mindful spending. John shares actionable tips used by high net worth families to achieve financial freedom.

 

Don't miss the chance to transform your financial future with lessons from our free 'Your Money Story' e-course, available now at www.yourmoneystory.app.

 

• 00:00 Introduction to Your Money Story
• 00:52 Understanding Your Money Personality
• 01:13 Personal Story: Compulsive Saver
• 02:14 Identifying Financial Behaviors
• 03:55 Spending Up vs. Spending Down
• 05:25 Long-Term Financial Success
• 06:50 Next Steps

Self-Awareness Through the Enneagram with Tracy Weiss

In this episode, John chats with Tracy Weiss, a licensed mental health counselor and life consultant, about her journey from branding to counseling. Tracy shares her passion for the Enneagram personality assessment, explaining its nine types and how they shape behavior and stress responses. She also discusses how the Enneagram can enhance personal growth, relationships, and team dynamics. Whether you're looking to understand yourself or improve team connections, this episode explores practical ways to use the Enneagram for a more fulfilling life.

- Connect with Tracy at Weiss Counsel today! https://www.weisscounsel.com/

• 00:45 Tracy's Journey to Counseling and Enneagram
• 03:49 Understanding the Enneagram
• 05:41 Personal Growth and Enneagram Types
• 11:06 Enneagram in Relationships and Teams
• 14:24 Team Enneagram Workshops
• 20:34 Team Building and Vulnerability
• 25:23 Understanding Instincts and Triads
• 27:18 Personal Growth and Self-Awareness
• 33:35 Starting Your Enneagram Journey

Check-ins, Not Checklists

Sit down with John & Rich on the The Above Board Podcast this week as they reveal the power of 'Stay Interviews' and the impact of truly checking in with those around us. From boosting team morale to deepening personal connections, they share actionable tips on how intentional communication can transform your relationships. Whether you're looking to retain top talent, strengthen family bonds, or connect better with your kids, this episode is packed with real-life stories and practical advice that will inspire you to reach out and connect on a deeper level.

• 01:24 The Concept of Exit Interviews
• 04:26 The Importance of Stay Interviews
• 07:47 Leadership and Communication
• 14:30 Intentionality in Relationships
• 18:06 Checklist vs. Check-in List: Enhancing Communication
• 21:32 Understanding and Leveraging Enneagram Types
• 27:51 Parenting and Leadership: Setting Examples
• 29:43 Surprising Loved Ones with Positivity

Shady Trees: Back to the Roots

Today John revisits the theme 'Shady Trees' from episode 90 of The Above Board Podcast, highlighting the importance of staying the course during market volatility. Drawing inspiration from Warren Buffett's quote about planting seeds for future success and the recent ups and downs in financial markets, we discuss strategic course corrections, the pitfalls of reacting to market panic, and maintaining an abundance mindset. Learn how to differentiate between necessary adjustments and rash decisions driven by fear or urgency.

 

• 00:59 The Concept of Shady Trees
• 02:51 Investing Strategies and Market Reactions
• 05:40 Scarcity Mindset vs. Abundance Mindset
• 08:58 Personal Hardships and Resilience
• 11:06 Investing in Personal Growth and Mental Health
• 13:02 Call to Action

Red Days & Recovery: How to Stay the Course in a Volatile Market

John Kennedy, CFP®, and Michael Scott, CFA, address market volatility, emphasizing the importance of staying the course and understanding the economic landscape. They discuss the nuances between garden variety corrections and bear markets, the impact of Federal Reserve decisions, and the significance of earnings reports. This episode provides a balanced perspective on current market conditions, offering actionable advice for investors while underscoring the value of a diversified, long-term strategy.

• 00:00 Introduction and Market Overview
• 01:04 Understanding Market Corrections
• 06:34 Key Economic Indicators
• 15:19 Investment Strategies During Volatility
• 23:42 Final Thoughts and Wrap Up