WEBVTT

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tell me about your vision yeah so uh my vision

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you know it took a long while while to get here

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i didn't start out in the entrepreneurial journey

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i actually started out in corporate on on wall

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street doing finance and project management and

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everything else and realized very early on that

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that was not the that was not the path for me

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that was not the journey that i meant to be on

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and fortunately i was able to partner with my

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wife we own a business coaching company together

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and i stepped in to basically help execute on

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her vision, right? So I kind of, you know, accidentally

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stumbled into the role of a COO, chief operating

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officer, sometimes called a second in command,

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right? So I'm running the business. She's on

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the front stage. I'm more on the backstage taking

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care of the day -to -day and everything else.

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And I did that for 16 years. And we built that

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company to a very successful multi seven figure

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what I would call a self managing company So

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it just runs it works, etc And then there were

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a lot of people that were in our community that

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were tapping me on the shoulder and saying Derek

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You know, can I can I hire you? I need you to

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do for my business what you've done for your

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wife's business And so I started to offer fractional

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meaning part -time coo services for just a small

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select few clients and there was more and more

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need and more and more demand and i knew that

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i couldn't scale that right because it was just

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me and so last year i launched the coo solution

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and i built out a team now we have 10 coos as

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well as obms obms as an online business manager

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that is a little bit more in tactical implementation

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and we've been scaling and growing and it's an

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interesting dynamic because i'm now I'm basically

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on the front side of what I used to do with all

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of the clients, right? So I'm doing all of the

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vision. I'm doing all of the kind of the big

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idea of the future. I just launched a podcast,

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for example. I'm working on a book and I'm doing

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all of these other, you know, founder visionary

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activities, which is very, very exciting. And

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that's my vision. My vision is to continue to

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scale the COO solution and offer those services

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to entrepreneurs and business owners that know

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they need. Something different, right? Like as

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you've probably heard, what got you here is not

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going to get you there. So when they realize

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they're at that. tipping point or glass ceiling

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and they know they need something else and more

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of the same is not necessarily going to get them

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to the next level, that's where we step in and

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really can contribute to make a difference. And

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we're doing that with more and more clients all

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the time. And that's my vision is to continue

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to scale and build and offer the support for

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those that need it and also for those that want

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it. Yes. So now you're the visionary. Exactly.

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Yeah. So the tables have turned a little bit.

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Yes, but still with the COO. uh superpower yeah

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i mean and that's that's the thing that's brilliant

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about i mean like i i i talk my walk right so

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i have one of my ceos who is the ceo of the ceos

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the ceo solution so she's helping me in everything

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that we would normally do for a client as i am

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the client in this regard for for my business

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um yeah so it's been very exciting to kind of

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put myself out there in the front stage in this

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way and leveraging those 16 years of how we do

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what we do, right? We're very systematic. We

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have a process. We have a structure in place

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that we could put into a business and help them

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scale and grow, whether it's a coaching business

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or brick and mortar or they provide a service.

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It doesn't really matter. Business is business,

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right? Marketing is marketing. Operations is

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operations. So we have the skill set and the

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expertise and the experience of a well -versed

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team that can help clients do that. I love that.

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And then you have so much passion behind it.

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I feel it and I hear it. Yeah. Interesting. I

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just had this aha moment. So briefly, my own

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personal story. I went from answering the telephones.

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I was one of the individuals that would answer

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a telephone from a billboard on how you tested

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for HIV. Right. So I just. Yeah, it was a very

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challenging job, but I wouldn't be who I am today

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if I didn't. job. So answer the phone for many

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years. Derek, I made it to COO from the phones

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to COO. And I realized like, you know, just the

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org. Yeah. I realized I was a visionary. Yeah.

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Yeah. Couldn't be the COO and be a visionary.

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And so when some things changed, it was grant

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funded. When the grant changed, I accidentally

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quit. I forgot to tell my significant other and

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everything. OK, I quit. And then, you know, we're

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just changing in salary. But in my mind now,

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I just had that aha moment because COO and a

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visionary, you actually have to have somebody

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to balance that out. Being that person and that

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one was too challenging for me to know that I

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wanted to be on the side. That was the outreach.

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feet to the pavement, you know, where they wanted

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me in the office behind the computer. I'm like,

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no, I'm going with them. So really, you just

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gave me that aha moment to like, no wonder why

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I just quit. Yeah, exactly. It's very true. And

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there are. number of different assessments or

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profiles that you can subscribe to to help us

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understand am I more aligned to be a visionary

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or am I more aligned to be that second -in -command

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and oftentimes I would say majority of the times

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you are either one or the other Right. Because

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there are certain characteristics. You have innate

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strengths and abilities and and characteristics

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and and ways of taking action that define you

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as a visionary, which is usually somewhat different

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from somebody who enjoys getting into the weeds

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of things and figuring out the minutia of the

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problems and solving challenges at a detailed

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level versus somebody who's like that. I need

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the big picture. I need the vision. I need the

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future. And it's interesting when I started working

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with my wife. i didn't know anything about her

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business i didn't know anything about the coaching

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business i didn't know anything about online

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marketing or anything of that regard and so i

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often you know described the story i had to start

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out in the mail room so to speak like getting

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into the very beginning like so what's an email

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list and what's uh what's uh what's a coaching

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program and who are your clients and how do you

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market your services and how do we do a workshop

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and figuring all of that out and then realizing

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that there are similarities right there are common

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themes on how you scale and grow a business again

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independent of the industry but when you know

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thyself, when you know who you are, how you're

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wired, what your strengths are, what really gives

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you joy and fulfillment, and be able to leverage

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that as an asset into the business, just like

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an asset would be if you owned a store or your

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email list or your presence online, and then

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being able to leverage different assets, leverage

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your second in command, leverage your visionary

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to be more visionary. be more COO -like, that's

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where you get real traction. That's where you

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get momentum and a lot of results to go along

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with it. So, and I mean, with all of that said,

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it makes sense to me. And I'm so excited that

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we're having this conversation together because

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now an audience can see how, what it looks like,

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what a system looks like, and just being okay

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with what you just said, your strengths. Yeah.

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your piece to the business, right? And making

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sure you know exactly who you are. Yeah. Cross

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those paths and do something that you have no

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desire to do at all. So it brings me to this

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thought process of vision versus execution. What's

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the biggest misconception about the balance in

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that vision and execution as a business grows?

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Yeah. I mean, the trap, if you will, or sometimes

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I call it the the entrepreneurial prison. I know

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it sounds a bit harsh, but that trap that we

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all fall into is that I'm supposed to be the

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one to know how to do it. I'm the business owner.

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It's my business. I'm supposed to know how to

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figure out to get the WordPress connection to

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the Zapier thing so it posts on LinkedIn with

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my email. No, you're not. You're not supposed

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to know that level of detail. You're supposed

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to know that you want a solution. You want a

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strategy in place. visionary and entrepreneur

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is confronted with the reality that they're not

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supposed to be the one to figure those things

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out and if they still try to figure it out it's

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going to feel like like two steps back right

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and then oftentimes what happens is they beat

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themselves up there's a tremendous amount of

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shame or guilt of like how how am I not supposed

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to know how to do my bookkeeping you're not supposed

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to right that's why we have bookkeepers that's

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why we have web designers that's why we have

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social media managers that's why we have copywriters

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ad specialists sales people etc and so i think

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when they realize that visionary job vision having

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the trust and confidence in the execution machine

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to run like a well -oiled machine with the right

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people the right seats the systems and processes

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and everything else that can step out of that

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that guilt that shame that kind of beating myself

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up i'm supposed to know everything and how to

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do everything no oftentimes i i like the expression

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which is um rather than asking ourselves how

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do i do something in some cases a better question

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is to ask who Can do that for me. And I know

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some people are like, well, I have to hire these

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people, which means I have to pay for them and

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I have to invest in team. Yes, you do. That's

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the part of going to business is investing in

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team. But the alternative is how much time is

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it going to take you to figure out how to balance

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your bookkeeping? And if you get that time back

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and you reinvest that in other things that are

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actually going to move the needle for your business,

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you might be paying 30 bucks an hour for a bookkeeper,

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five hours a week or five hours a month, whatever

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it is. But can you. Take that five hours back

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and reinvest it in something that's worth significantly

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more than what you're spending at thirty dollars

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an hour. Likely so. Right. So there's that magic

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that happens. OK, I can invest and get back time

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and then reinvest that time into money generating

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activities, which is actually going to grow the

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business. Absolutely. I mean, I think we could

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just drop the mic right there. I mean, that was

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a really, really, really good because you just

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said some things that. I believe that the audience

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will now feel better about where they're at.

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And I really hope that the audience that watches

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this understands that you don't have to. There

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are people like COO Solutions. There are other

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people. And I'm sure you have other connections

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that can lead someone somewhere else that's needed,

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especially once you hear their vision. It's like,

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you don't just need this. So that so I truly

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love that. And I don't want to miss the point

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of saying that doesn't just help the audience

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that actually helps me. I think I took a deep

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breath of saying I don't have to know all of

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that. I don't have to know how to do the things

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that I just never actually thought to do it.

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I just thought it was a really grand business

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idea. And now people are making me do content

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and people are making me, you know. it's a it's

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a mindset shift really because it's so much easier

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said than done i know because i work with people

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all the time they're like i get it there and

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you know but i have to invest to get the team

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and you know I understand there's the reality

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of the investment. I never say it's an expense.

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It's the investment in getting the right people

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to help you in the things that you are not wired

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to know how to do or figure it out because it's

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going to take you more time, more effort, more

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energy. You're going to feel drained. If you

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don't get it done right, you're going to beat

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yourself up and everything else. So I realize

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there's that reality. But here's here's a hack.

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Here's what I do with my clients. And here's

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how we provide the service that we work with.

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you know in the clients that we support and even

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something that i do which is i do this all the

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time all the time because again i i am the ceo

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and now i'm stepping more into be that visionary

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so i'm asking myself the same question which

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is this and i don't care what it is whether it's

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responding to email managing your calendar reconciling

00:12:03.720 --> 00:12:05.440
your quickbooks trying to build your website

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right unless you were an expert in wordpress

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you shouldn't be building your website right

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and so every now and then prompt yourself in

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the doing of what you're doing and in the energy

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of feeling that this doesn't feel right and i

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feel like i should be doing something else i

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don't want to be doing this i'm sure there's

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somebody else that could do it for me they could

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probably even do it better find those activities

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tasks start very very small and see If there's

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somebody that's on your team or somebody that

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you need to bring on to your team, I always say

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start with a VA, somebody that can come in and

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just very simply, like, can you please help me

00:12:41.480 --> 00:12:44.200
do this? Can you please do this for me? And let

00:12:44.200 --> 00:12:48.740
go. Relinquish control. Trust the process. Because

00:12:48.740 --> 00:12:51.460
in order to scale, you actually have to let go.

00:12:51.779 --> 00:12:54.679
And I know as entrepreneurs, we're control freaks,

00:12:54.679 --> 00:12:56.419
right? We control everything. I want it like

00:12:56.419 --> 00:12:58.320
this. I want it like that. But if you have a

00:12:58.320 --> 00:13:02.259
systematic way and a precise. system as we provide

00:13:02.259 --> 00:13:04.679
in exactly what needs to happen or how it needs

00:13:04.679 --> 00:13:06.659
to be done then you don't need to figure out

00:13:06.659 --> 00:13:09.000
the how you can have somebody step in and execute

00:13:09.000 --> 00:13:12.480
it and again in a way that might be better than

00:13:12.480 --> 00:13:15.019
you could actually do it in a fraction of the

00:13:15.019 --> 00:13:17.340
time and then you feel okay i can then go and

00:13:17.340 --> 00:13:18.980
do something else that's going to move the needle

00:13:19.559 --> 00:13:21.620
And then once you get the confidence of delegating,

00:13:21.639 --> 00:13:23.440
then you can delegate more and delegate more

00:13:23.440 --> 00:13:24.840
and delegate more. And so it's like a muscle.

00:13:24.899 --> 00:13:27.299
The more you delegate and the more you give,

00:13:27.379 --> 00:13:29.460
the more you get back in terms of what else you

00:13:29.460 --> 00:13:31.379
could be doing in your business to drive it forward.

00:13:31.500 --> 00:13:33.620
So it's a little hack, just like find the small

00:13:33.620 --> 00:13:35.440
things, just one or two things a day to be like,

00:13:35.500 --> 00:13:37.340
should I really be doing this? Is this really

00:13:37.340 --> 00:13:40.100
the best use of my time? Can I spend a little

00:13:40.100 --> 00:13:42.179
bit to invest to get my time back to then go

00:13:42.179 --> 00:13:45.179
and make 5x on that investment? Probably so.

00:13:46.240 --> 00:13:48.419
And Derek, I was just sitting here thinking,

00:13:48.620 --> 00:13:51.820
unelequently speaking, sometimes you got to spend

00:13:51.820 --> 00:13:54.779
money to make money. Exactly. I know visionaries

00:13:54.779 --> 00:13:57.779
think about the big vision in it, but the whole

00:13:57.779 --> 00:14:00.820
point about... owning and having a business is

00:14:00.820 --> 00:14:03.500
making profit so spending money to make money

00:14:03.500 --> 00:14:06.480
which frees you up to still focus on what you're

00:14:06.480 --> 00:14:10.379
super really super good at like you being a superhero

00:14:10.379 --> 00:14:14.440
so i love that and delegation and delegate it

00:14:14.440 --> 00:14:17.039
that is the key word to everything and so many

00:14:17.039 --> 00:14:19.559
people have a challenge with that like you said

00:14:19.559 --> 00:14:22.120
because we're we're i even say we we're control

00:14:22.120 --> 00:14:25.600
freaks you know It's my business. I'm the founder,

00:14:25.759 --> 00:14:29.340
co -founder, founder of the founder. And I should

00:14:29.340 --> 00:14:31.899
do it. I should know it all. I get it. And that's

00:14:31.899 --> 00:14:34.340
that's the journey. Right. And it's never entrepreneurship

00:14:34.340 --> 00:14:37.000
is never linear. Right. It's never going to be

00:14:37.000 --> 00:14:38.740
exactly how it's supposed to be. There's going

00:14:38.740 --> 00:14:40.419
to be bumps. There's going to be hurdles. There's

00:14:40.419 --> 00:14:42.000
going to feel like the roller coaster effect.

00:14:42.100 --> 00:14:44.980
And so when you are in some of this roller coaster,

00:14:45.120 --> 00:14:48.440
honor what you're feeling and try not to always.

00:14:48.909 --> 00:14:51.470
persevere through the effort if it feels too

00:14:51.470 --> 00:14:54.769
much like effort there's probably a reason that

00:14:54.769 --> 00:14:57.049
it's not supposed to be that way and let's find

00:14:57.049 --> 00:14:59.169
an alternative solution and visionaries are great

00:14:59.169 --> 00:15:01.029
at finding other solutions other alternatives

00:15:01.029 --> 00:15:02.830
can be improvised we come up with this approach

00:15:02.830 --> 00:15:05.870
so do that mindset shift when it comes to delegation

00:15:05.870 --> 00:15:08.830
hiring start small build your confidence build

00:15:08.830 --> 00:15:10.950
your momentum and then you can scale you know

00:15:10.950 --> 00:15:14.850
leveraging your team absolutely and just to be

00:15:14.850 --> 00:15:17.149
kind of your time but I'm going to say this if

00:15:17.149 --> 00:15:20.909
you are watching this rewind it over and over

00:15:21.419 --> 00:15:24.279
Over again, just to hear the nuggets that Derek

00:15:24.279 --> 00:15:26.940
is dropping right now. I know I said mic drop

00:15:26.940 --> 00:15:30.120
once. There are some key things that he said.

00:15:30.279 --> 00:15:32.980
So watch it over and over again. Treadmill, walking,

00:15:33.519 --> 00:15:36.759
whatever you're doing. And this, I believe, Derek,

00:15:36.799 --> 00:15:39.620
because you're so passionate about it and you

00:15:39.620 --> 00:15:42.100
have that understanding, I believe that this

00:15:42.100 --> 00:15:46.340
will comfort so many individuals trying. But

00:15:46.340 --> 00:15:49.059
before you go, I have a favorite question of

00:15:49.059 --> 00:15:52.240
mine. Sure. What are the greatest joys of what

00:15:52.240 --> 00:15:54.919
you do? That's a great question. Wonderful question.

00:15:55.100 --> 00:15:59.039
I love the word joy. Yeah. I would say the greatest

00:15:59.039 --> 00:16:03.100
joy, like one of them. I have many in the work

00:16:03.100 --> 00:16:07.179
that we do with clients. I have some, like, goosebumps

00:16:07.179 --> 00:16:08.899
when I share this because I think it's pretty

00:16:08.899 --> 00:16:11.559
empowering for those that are, you know, listening

00:16:11.559 --> 00:16:13.960
to this and resonating with what we're talking

00:16:13.960 --> 00:16:17.399
about. For me, one of the biggest joys is when

00:16:17.399 --> 00:16:21.460
we work with a client. And visually, I can start

00:16:21.460 --> 00:16:24.980
to see that they relax, that they become more

00:16:24.980 --> 00:16:27.580
at peace and a little bit more calm in their

00:16:27.580 --> 00:16:31.039
business because they get the realization that

00:16:31.039 --> 00:16:34.500
they have an opportunity in the moment we start

00:16:34.500 --> 00:16:36.360
supporting them in a new way of doing things

00:16:36.360 --> 00:16:39.399
going forward, that it's kind of like little

00:16:39.399 --> 00:16:41.980
popcorns are going up. I can see how things are

00:16:41.980 --> 00:16:44.220
going to change. And it's primarily based on

00:16:44.220 --> 00:16:48.789
the fact that they feel free. confident and empower

00:16:48.789 --> 00:16:53.649
to be able to step more of working on the business

00:16:53.649 --> 00:16:56.769
as opposed to having to work in it and when they

00:16:56.769 --> 00:17:00.090
get that sense of freedom or enlightenment or

00:17:00.090 --> 00:17:02.730
excitement or whatever you want to call it I

00:17:02.730 --> 00:17:05.250
often ask them I said so how do you how do you

00:17:05.250 --> 00:17:07.150
feel now that we've talked about these things

00:17:07.150 --> 00:17:08.630
and making some of these changes and like oh

00:17:08.630 --> 00:17:11.299
you know I can already feel that things are going

00:17:11.299 --> 00:17:13.160
to be different and it's like i didn't ask them

00:17:13.160 --> 00:17:15.019
what do you think i said what do you feel right

00:17:15.019 --> 00:17:17.059
because we can intellectualize all day long but

00:17:17.059 --> 00:17:19.440
what you feel here is often very intuitive based

00:17:19.440 --> 00:17:22.359
on what's really energetically coming up for

00:17:22.359 --> 00:17:24.359
them and when they breathe that sigh of relief

00:17:24.359 --> 00:17:27.579
that sigh of relief and they feel that things

00:17:27.579 --> 00:17:29.519
are going to be different and they they feel

00:17:30.240 --> 00:17:32.940
calm and excited about it. That for me is a great

00:17:32.940 --> 00:17:34.359
joy. Then we get to work, right? Then we get

00:17:34.359 --> 00:17:36.420
to the practical stuff and we start to, you know,

00:17:36.420 --> 00:17:38.660
make stuff happen and move the needle forward.

00:17:38.779 --> 00:17:41.220
But they get this just calmness, this feeling

00:17:41.220 --> 00:17:46.140
of relief, of almost kind of acknowledging that

00:17:46.140 --> 00:17:47.839
they got to that point where they know that they

00:17:47.839 --> 00:17:49.819
can't keep going in that direction. And so the

00:17:49.819 --> 00:17:52.799
lever has been removed and then they can continue

00:17:52.799 --> 00:17:55.079
to go in the direction they want to go in. So

00:17:55.079 --> 00:17:57.740
for me, that's probably the greatest joy in some

00:17:57.740 --> 00:18:00.190
respect, for sure. I love that. And I was just

00:18:00.190 --> 00:18:02.769
thinking, because I love fitness, I'm just thinking

00:18:02.769 --> 00:18:07.089
about when that that that arm exercise is over

00:18:07.089 --> 00:18:10.849
and you drop the weights. Yeah. Yeah. Yeah. Right.

00:18:11.109 --> 00:18:13.529
And is that rush a little bit? Yeah, exactly.

00:18:14.509 --> 00:18:17.569
Kind of look like, OK. Oh, yeah, I can do this.

00:18:17.630 --> 00:18:20.009
You know, I got that whole vision when you said

00:18:20.009 --> 00:18:23.569
that was like, that's the idea. Please share

00:18:23.569 --> 00:18:26.079
with. myself and the audience how they can get

00:18:26.079 --> 00:18:29.200
in contact with you website social media handles

00:18:29.789 --> 00:18:32.349
Yeah, sure. I mean, my website, it's the it's

00:18:32.349 --> 00:18:36.769
the COO solution dot com. I have a podcast as

00:18:36.769 --> 00:18:39.029
well called the COO Solution Podcast, where I

00:18:39.029 --> 00:18:41.490
share more about this message and different strategies

00:18:41.490 --> 00:18:44.130
and techniques that help our clients, mostly

00:18:44.130 --> 00:18:46.390
visionaries, founders that can help them scale

00:18:46.390 --> 00:18:49.130
and grow their business. And I'll also offer

00:18:49.130 --> 00:18:52.269
at the COO solution dot com website. There's

00:18:52.269 --> 00:18:54.130
a there's a quiz that's there. If someone's interested

00:18:54.130 --> 00:18:56.970
and you might be wondering. Is now maybe the

00:18:56.970 --> 00:18:59.630
right time for me to consider bringing on a fractional

00:18:59.630 --> 00:19:02.569
COO or, like I said, an OBM, an online business

00:19:02.569 --> 00:19:04.269
manager, and it's a free quiz that helps you

00:19:04.269 --> 00:19:07.799
understand where am I getting stuck? Would I

00:19:07.799 --> 00:19:10.160
need that type of support and is now the right

00:19:10.160 --> 00:19:12.579
time to consider that? So that's an option for

00:19:12.579 --> 00:19:15.180
somebody to consider if they're looking for exploring

00:19:15.180 --> 00:19:16.940
what that might look like to help them in their

00:19:16.940 --> 00:19:19.039
business. Thank you for being here today. I'm

00:19:19.039 --> 00:19:20.779
really happy that you tuned in to Vision Pros

00:19:20.779 --> 00:19:23.720
Live. I'm looking forward to seeing your reactions

00:19:23.720 --> 00:19:26.400
as these episodes continue to move forward. This

00:19:26.400 --> 00:19:28.279
is going to be more and more fun. We'll have

00:19:28.279 --> 00:19:30.079
more and more engagement as well. We'll invite

00:19:30.079 --> 00:19:32.500
people to participate in the show. And thank

00:19:32.500 --> 00:19:34.460
you for giving us your time and attention. Have

00:19:34.460 --> 00:19:36.960
an excellent time building out your vision. vision

00:19:36.960 --> 00:19:38.180
and becoming a vision pro yourself.
