<![CDATA[Leaders of the Workplace of Tomorrow]]>03320c6d-f2d7-512d-aafe-fdf62448ddb8Wed, 19 Aug 2026 14:14:47 +0000Captivate.fmSteve Mikstahttps://artwork.captivate.fm/3457d0ca-48f3-41ec-9602-e71f528f8f63/LeadersoftheWoTPodcastCoverArtOption.jpegLeaders of the Workplace of TomorrowSteve MikstaSteve MikstaWelcome to Leaders of the Workplace of Tomorrow, the podcast exploring what it takes to build the Workplace of Tomorrow. Hosted by Steve Miksta, entrepreneur, strategist, and founder of Oppty, this show features conversations with business owners, consultants, executives, and operators who are rethinking how work gets done in a world increasingly shaped by AI and rapid technological change. Each episode examines the systems, leadership approaches, and decision-making frameworks that help organizations align people, purpose, and execution. Through real-world stories and practical insights, guests share how they create environments where diverse perspectives lead to stronger collaboration, clearer direction, and better results. Drawing from his own experience and unique perspective, Steve explores how differences in thinking can become a competitive advantage when leaders intentionally design workplaces built on trust, ownership, feedback, and shared understanding.https://www.opptyunlimited.com/falseepisodicnopodcastWhy Do The Best Employees Struggle Under Traditional Management with Sal FierroWhy Do The Best Employees Struggle Under Traditional Management with Sal FierroIn this episode of Leaders of the Workplace of Tomorrow, Host Steve Miksta sits down with Sal Fierro, founder of Energy Invest Corp, to discuss building a younger, international team in oil and gas, leading across cultures, and using AI to improve coaching and feedback. They explore Sal’s path from Mexico to West Texas, why the oil and gas industry needs younger professionals, how he gives team members room to experiment, and how curiosity and education shape Energy Invest’s client relationships.

Sal shares how his entrepreneurial mindset, early exposure to West Texas oil and gas, and experience growing teams shaped his approach to leadership. He explains why leaders should support people through failure, give them room to develop their own methods, lead client conversations with education and curiosity, and use AI as an objective tool for improving performance across distributed teams.

Key Takeaways

  • Build teams around diverse cultures, locations, and perspectives to strengthen problem-solving and daily execution.
  • Give inexperienced team members clear boundaries, then let them experiment, fail fast, and learn from the results.
  • Explain the bigger reason behind the work so people can take ownership instead of simply following instructions.
  • Lead sales conversations with education, intention, and genuine curiosity before moving into specific solutions.
  • Choose clients and business relationships based on trust, shared stories, and the ability to enjoy the conversation.
  • Use AI to make coaching more objective, reduce emotional friction, and scale feedback across teams.

Episode Timestamps

[00:00] - Trailer

[01:29] - Introduction to guest Sal Fierro & his background

[02:08] - Sal’s Background

[06:37] - Sal’s entrepreneurial path and noticing outdated industry methods

[08:56] - The different approach to building a team

[12:04] - Advice to another business owner

[17:36] - An example to better understand the fail-fast approach

[21:02] - Energy Invest’s client approach: education, intention, and curiosity

[24:36] - How AI is changing sales, coaching, and client feedback

[31:01] - Energy Invest’s plans for middle management, local hiring, and broader cultural reach

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.

🔗 Connect with the Guest Sal Fierro:

👉 LinkedIn - Sal Fierro: https://www.linkedin.com/in/salfierroo/

🔗 Connect with the Guest Company:

👉 Website - Energy Invest Corp: energyinvest.us

👉 LinkedIn - Energy Invest Corp:https://www.linkedin.com/company/energy-invest-corp/

🔗Follow the podcast:

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

]]>In this episode of Leaders of the Workplace of Tomorrow, Host Steve Miksta sits down with Sal Fierro, founder of Energy Invest Corp, to discuss building a younger, international team in oil and gas, leading across cultures, and using AI to improve coaching and feedback. They explore Sal’s path from Mexico to West Texas, why the oil and gas industry needs younger professionals, how he gives team members room to experiment, and how curiosity and education shape Energy Invest’s client relationships.

Sal shares how his entrepreneurial mindset, early exposure to West Texas oil and gas, and experience growing teams shaped his approach to leadership. He explains why leaders should support people through failure, give them room to develop their own methods, lead client conversations with education and curiosity, and use AI as an objective tool for improving performance across distributed teams.

Key Takeaways

  • Build teams around diverse cultures, locations, and perspectives to strengthen problem-solving and daily execution.
  • Give inexperienced team members clear boundaries, then let them experiment, fail fast, and learn from the results.
  • Explain the bigger reason behind the work so people can take ownership instead of simply following instructions.
  • Lead sales conversations with education, intention, and genuine curiosity before moving into specific solutions.
  • Choose clients and business relationships based on trust, shared stories, and the ability to enjoy the conversation.
  • Use AI to make coaching more objective, reduce emotional friction, and scale feedback across teams.

Episode Timestamps

[00:00] - Trailer

[01:29] - Introduction to guest Sal Fierro & his background

[02:08] - Sal’s Background

[06:37] - Sal’s entrepreneurial path and noticing outdated industry methods

[08:56] - The different approach to building a team

[12:04] - Advice to another business owner

[17:36] - An example to better understand the fail-fast approach

[21:02] - Energy Invest’s client approach: education, intention, and curiosity

[24:36] - How AI is changing sales, coaching, and client feedback

[31:01] - Energy Invest’s plans for middle management, local hiring, and broader cultural reach

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.

🔗 Connect with the Guest Sal Fierro:

👉 LinkedIn - Sal Fierro: https://www.linkedin.com/in/salfierroo/

🔗 Connect with the Guest Company:

👉 Website - Energy Invest Corp: energyinvest.us

👉 LinkedIn - Energy Invest Corp:https://www.linkedin.com/company/energy-invest-corp/

🔗Follow the podcast:

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

]]>c93f9a5c-2b42-42e7-974b-41858a8e8123Wed, 19 Aug 2026 06:00:00 -040033:11falsefullWhy Do Founders Keep Losing Deals, Even When They Have Great Products with Stephen SteersWhy Do Founders Keep Losing Deals, Even When They Have Great Products with Stephen SteersIn this episode of Leaders of the WoT, Host Steve Miksta sits down with Stephen Steers, President of Steers Consulting Group, program facilitator and trainer at Mindracer Consulting, mentor at TinySeed, and author of Superpower Storytelling, to discuss sales strategy, context, storytelling, and how organizations can build trust through clearer messaging. They cover Stephen’s move from construction into sales, the gaps he saw in startup sales training, his Context Selling methodology, and how AI raises the need for better human intent and stronger context.

Stephen shares how early experiences selling ice pops, T-shirts, and furniture shaped his view of business before a near-miss accident in construction pushed him toward entrepreneurship. He explains why sales teams need training, shared context, measurable outcomes, and authentic founder stories, while also connecting his consulting work to lessons from standup comedy, iteration, and accountability.

Key Takeaways

  • Strong sales systems need clear training and context, not just a list of prospects and a request to book meetings.
  • Buyers respond to outcomes and stakes such as revenue, savings, efficiency, or risk reduction more than product features.
  • Founders and leaders can build trust by sharing the real mission and human story behind the business.
  • A reverse sales demo helps teams establish current reality before choosing sales coaching, consulting, or training.
  • AI can speed up research, summaries, proposals, and iteration, but people still need experience to judge outputs.
  • Human intent drives AI value; better context and deliberate execution improve each next iteration.

Episode Timestamps

[00:00] - Trailer

[01:45] - Stephen’s sales origin story in Jamaica, Queens

[03:05] - Construction work on major New York projects and a near-miss accident

[05:28] - Starting as an SDR with no training and learning through cold calls

[06:20] - Working remotely and learning sales process from Scott Sambucci

[08:09] - Seeing broken sales systems through limited training and startup patterns

[09:37] - Selling outcomes instead of features and making stakes measurable

[12:05] - Clarifying Superpower Storytelling and the Context Selling methodology

[16:31] - Starting client engagements with a reverse sales demo and sales elevation roadmap

[21:23] - AI as a tool that requires experience, judgment, and context

[28:51] - Where to find Stephen’s resources, book, and LinkedIn

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.

Find Stephen Steers' resources on book writing, sales calls, and discovery: https://stephensteers.com

🔗 Connect with the Guest Stephen Steers:

👉 LinkedIn: https://www.linkedin.com/in/stephen-steers/

🔗 Connect with the Guest Companies:

👉 Steers Consulting Group - Website: https://www.stephensteers.com/

👉 Steers Consulting Group - LinkedIn: https://www.linkedin.com/company/steers-consulting-group/

👉 Mindracer Consulting - Website: https://www.mindracerconsulting.com/

👉 Mindracer Consulting - LinkedIn: https://www.linkedin.com/company/mindracernyc

👉 TinySeed - Website: https://tinyseed.com/

👉 TinySeed - LinkedIn: https://www.linkedin.com/company/tinyseed

🔗Follow the podcast:

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

]]>In this episode of Leaders of the WoT, Host Steve Miksta sits down with Stephen Steers, President of Steers Consulting Group, program facilitator and trainer at Mindracer Consulting, mentor at TinySeed, and author of Superpower Storytelling, to discuss sales strategy, context, storytelling, and how organizations can build trust through clearer messaging. They cover Stephen’s move from construction into sales, the gaps he saw in startup sales training, his Context Selling methodology, and how AI raises the need for better human intent and stronger context.

Stephen shares how early experiences selling ice pops, T-shirts, and furniture shaped his view of business before a near-miss accident in construction pushed him toward entrepreneurship. He explains why sales teams need training, shared context, measurable outcomes, and authentic founder stories, while also connecting his consulting work to lessons from standup comedy, iteration, and accountability.

Key Takeaways

  • Strong sales systems need clear training and context, not just a list of prospects and a request to book meetings.
  • Buyers respond to outcomes and stakes such as revenue, savings, efficiency, or risk reduction more than product features.
  • Founders and leaders can build trust by sharing the real mission and human story behind the business.
  • A reverse sales demo helps teams establish current reality before choosing sales coaching, consulting, or training.
  • AI can speed up research, summaries, proposals, and iteration, but people still need experience to judge outputs.
  • Human intent drives AI value; better context and deliberate execution improve each next iteration.

Episode Timestamps

[00:00] - Trailer

[01:45] - Stephen’s sales origin story in Jamaica, Queens

[03:05] - Construction work on major New York projects and a near-miss accident

[05:28] - Starting as an SDR with no training and learning through cold calls

[06:20] - Working remotely and learning sales process from Scott Sambucci

[08:09] - Seeing broken sales systems through limited training and startup patterns

[09:37] - Selling outcomes instead of features and making stakes measurable

[12:05] - Clarifying Superpower Storytelling and the Context Selling methodology

[16:31] - Starting client engagements with a reverse sales demo and sales elevation roadmap

[21:23] - AI as a tool that requires experience, judgment, and context

[28:51] - Where to find Stephen’s resources, book, and LinkedIn

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.

Find Stephen Steers' resources on book writing, sales calls, and discovery: https://stephensteers.com

🔗 Connect with the Guest Stephen Steers:

👉 LinkedIn: https://www.linkedin.com/in/stephen-steers/

🔗 Connect with the Guest Companies:

👉 Steers Consulting Group - Website: https://www.stephensteers.com/

👉 Steers Consulting Group - LinkedIn: https://www.linkedin.com/company/steers-consulting-group/

👉 Mindracer Consulting - Website: https://www.mindracerconsulting.com/

👉 Mindracer Consulting - LinkedIn: https://www.linkedin.com/company/mindracernyc

👉 TinySeed - Website: https://tinyseed.com/

👉 TinySeed - LinkedIn: https://www.linkedin.com/company/tinyseed

🔗Follow the podcast:

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

]]>d8677970-93da-49b6-8903-718ffb807fdaWed, 12 Aug 2026 06:00:00 -040029:56falsefullPeople Are Paid to Think but Cannot Think Clearly to Make Decisions at Work - Julian ChapmanPeople Are Paid to Think but Cannot Think Clearly to Make Decisions at Work - Julian ChapmanIn this episode of the Leaders of the Workplace of Tomorrow Podcast, Host Steve Miksta sits down with Julian Chapman, President of Forrest & Company Limited and Managing Director of SIRA International Risk Advisors, to discuss skillful thinking, leadership, and the future of work. Together, they explore how Julian moved from military leadership into business consulting, how thinking frameworks help people make better decisions, and why clear roles, shared language, and intentional use of AI are essential for building stronger teams and more effective organizations.

Julian shares his journey from joining the Army Reserve at 17 to leading Forrest & Company as a business consultant. He explains how thinking frameworks help people make better decisions, why role clarity and a shared language improve teamwork, and how leaders can create stronger organizations by combining skillful thinking, accountability, and the intentional use of AI.

Key Takeaways

  • How thinking frameworks help people make better decisions by using a clear and repeatable process instead of relying on personal habits.
  • Why role clarity, accountability, and decision authority are essential for improving teamwork and organizational performance.
  • The value of using a shared language for thinking so teams can communicate better, solve problems faster, and build trust.
  • How balancing facts, what should be done, and new possibilities leads to stronger decisions and avoids common thinking mistakes.
  • Why leaders should use AI with clear intent, asking better questions and staying accountable for the results it produces.
  • The importance of skillful thinking, strong leadership, and continuous learning as organizations prepare for the future of work.

Episode Timestamps

[00:00] - Teaser

[00:05] - Introduction to Julian Chapman

[00:35] - Julian’s 34-year military journey and transition into corporate training and leadership consulting

[03:13] - Universities teach what to think, not how to think - introducing decision-making frameworks

[07:33] - Thinking is the ultimate diversity; no two people share the same thinking profile

[09:44] - Phillips' innovation challenge and how new ideas hit organizational walls

[14:09] - Three directions of intentionality: Right (should be), True (is), and New (could be)

[18:40] - Intent becomes critical as execution gets automated; AI is a tool, not a replacement

[22:19] - Intent becomes critical as execution gets automated; AI is a tool, not a replacement

[25:25] - Human accountability for AI outputs; role clarity and consequences drive performance

[28:50] - Thinking tools drive efficiency; profiling builds trust

[31:13] - Serving C-suite and mid-management; where to find Julian and his book

Get Julian Chapman's book Managerial Leadership Journey: An Unconventional Business Pursuit on Amazon: https://www.amazon.com/Managerial-Leadership-Journey-Unconventional-Business/dp/1642253316

🔗 Connect with the Guest Julian Chapman:

👉 LinkedIn: https://www.linkedin.com/in/julian-c-chapman/

🔗 Connect with the Guest Companies:

👉 LinkedIn - Forrest & Company Limited: https://www.linkedin.com/company/forrest-&-company/

👉 Website - Forrest & Company Limited: https://www.forrestandco.com/

👉 LinkedIn - SIRA International Risk Advisors: https://www.linkedin.com/company/sira-international-risk-advisors/

👉 Website - SIRA International Risk Advisors: https://www.sirainc.com/

🔗Follow the podcast:

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

]]>In this episode of the Leaders of the Workplace of Tomorrow Podcast, Host Steve Miksta sits down with Julian Chapman, President of Forrest & Company Limited and Managing Director of SIRA International Risk Advisors, to discuss skillful thinking, leadership, and the future of work. Together, they explore how Julian moved from military leadership into business consulting, how thinking frameworks help people make better decisions, and why clear roles, shared language, and intentional use of AI are essential for building stronger teams and more effective organizations.

Julian shares his journey from joining the Army Reserve at 17 to leading Forrest & Company as a business consultant. He explains how thinking frameworks help people make better decisions, why role clarity and a shared language improve teamwork, and how leaders can create stronger organizations by combining skillful thinking, accountability, and the intentional use of AI.

Key Takeaways

  • How thinking frameworks help people make better decisions by using a clear and repeatable process instead of relying on personal habits.
  • Why role clarity, accountability, and decision authority are essential for improving teamwork and organizational performance.
  • The value of using a shared language for thinking so teams can communicate better, solve problems faster, and build trust.
  • How balancing facts, what should be done, and new possibilities leads to stronger decisions and avoids common thinking mistakes.
  • Why leaders should use AI with clear intent, asking better questions and staying accountable for the results it produces.
  • The importance of skillful thinking, strong leadership, and continuous learning as organizations prepare for the future of work.

Episode Timestamps

[00:00] - Teaser

[00:05] - Introduction to Julian Chapman

[00:35] - Julian’s 34-year military journey and transition into corporate training and leadership consulting

[03:13] - Universities teach what to think, not how to think - introducing decision-making frameworks

[07:33] - Thinking is the ultimate diversity; no two people share the same thinking profile

[09:44] - Phillips' innovation challenge and how new ideas hit organizational walls

[14:09] - Three directions of intentionality: Right (should be), True (is), and New (could be)

[18:40] - Intent becomes critical as execution gets automated; AI is a tool, not a replacement

[22:19] - Intent becomes critical as execution gets automated; AI is a tool, not a replacement

[25:25] - Human accountability for AI outputs; role clarity and consequences drive performance

[28:50] - Thinking tools drive efficiency; profiling builds trust

[31:13] - Serving C-suite and mid-management; where to find Julian and his book

Get Julian Chapman's book Managerial Leadership Journey: An Unconventional Business Pursuit on Amazon: https://www.amazon.com/Managerial-Leadership-Journey-Unconventional-Business/dp/1642253316

🔗 Connect with the Guest Julian Chapman:

👉 LinkedIn: https://www.linkedin.com/in/julian-c-chapman/

🔗 Connect with the Guest Companies:

👉 LinkedIn - Forrest & Company Limited: https://www.linkedin.com/company/forrest-&-company/

👉 Website - Forrest & Company Limited: https://www.forrestandco.com/

👉 LinkedIn - SIRA International Risk Advisors: https://www.linkedin.com/company/sira-international-risk-advisors/

👉 Website - SIRA International Risk Advisors: https://www.sirainc.com/

🔗Follow the podcast:

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

]]>900095fd-e916-4491-abb6-4ed36237a291Wed, 05 Aug 2026 05:00:00 -040036:28falsefullHow to Pay Less Tax Legally Using the Same Strategies as the Rich with Chris ShockowitzHow to Pay Less Tax Legally Using the Same Strategies as the Rich with Chris ShockowitzIn this episode of the Leaders of the Workplace of Tomorrow Podcast, Host Steve Miksta sits down with Chris Shockowitz, Chief Operating Officer and Chief Executive Officer at Defertax.com, to discuss tax planning, business growth, and the value of human relationships in financial services. Together, they explore how Chris moved from technology leadership at Intel into tax and wealth advising, how tax strategies can help people reduce or delay major tax bills, and why strong systems, trusted experts, and clear education are essential for serving clients and building a growing advisory business.

Chris shares his journey from hands-on jobs and technology leadership at Intel to tax planning and wealth advising. He explains how clear education can help people understand their tax options, why strong systems and trusted professional networks matter, and how advisors can create more value by combining tax strategies, human relationships, and a clear focus on each client’s goals.

Key Takeaways

-How to determine whether a property sale, business sale, or income event creates a real tax problem before choosing a strategy.

-Why understanding the client’s goal for the money changes which tax reduction, deferral, or elimination strategy may fit.

-The reason tax planning often fails is when CPAs, attorneys, brokers, and advisors work in separate silos.

-How chaining multiple strategies can create outcomes that a single familiar tool, such as a 1031 exchange, may not allow directly.

-Why people, process, and tools matter when building a financial advisory business that can scale without losing service quality.

-The role human trust still plays in tax strategy and investment advising, even as AI becomes useful for analysis and business indicators.

Episode Timestamps

[00:00] - Teaser

[01:15] - Intro to Chris Shockowitz and his path from technology to tax planning

[03:37] - Chris joins Intel in the '90s and runs large-scale tech projects

[05:04] - Selling a property leads to meeting his business partner and saving $1.2M in taxes

[09:50] - First step: determine if the client actually has a tax problem

[12:06] - Example: Indirect 1031 exchange to buy a primary residence tax-free

[13:50] - Making wealthy people’s tax strategies available to the average person

[16:45] - Save a client $1M in taxes, they’ll trust you with their money

[19:49] - Agile development methodology and team assignment

[24:00] - Why the human element and trust beat AI in financial advice

[27:14] - Steve’s take on organizations that take shortcuts with AI

[30:43] - Growth goals: 400+ trainees, 100 franchisees, $3B AUM by 2030

Connect with Chris Shockowitz directly and choose a time on his calendar: https://www.defertax.com/tax-deferral-consultants/chris-shockowitz

🔗 Connect with the Guest Chris Shockowitz:

👉 LinkedIn: https://www.linkedin.com/in/christopher-shockowitz/

👉 Facebook: https://www.facebook.com/chris.shockowitz/

👉Instagram: https://www.instagram.com/shockerces/

🔗 Connect with the Guest Companies:

👉 LinkedIn - Defertax.com: https://www.linkedin.com/company/defertax-com/

👉 Website - Defertax.com: https://defertax.com

🔗Follow the podcast:

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

]]>In this episode of the Leaders of the Workplace of Tomorrow Podcast, Host Steve Miksta sits down with Chris Shockowitz, Chief Operating Officer and Chief Executive Officer at Defertax.com, to discuss tax planning, business growth, and the value of human relationships in financial services. Together, they explore how Chris moved from technology leadership at Intel into tax and wealth advising, how tax strategies can help people reduce or delay major tax bills, and why strong systems, trusted experts, and clear education are essential for serving clients and building a growing advisory business.

Chris shares his journey from hands-on jobs and technology leadership at Intel to tax planning and wealth advising. He explains how clear education can help people understand their tax options, why strong systems and trusted professional networks matter, and how advisors can create more value by combining tax strategies, human relationships, and a clear focus on each client’s goals.

Key Takeaways

-How to determine whether a property sale, business sale, or income event creates a real tax problem before choosing a strategy.

-Why understanding the client’s goal for the money changes which tax reduction, deferral, or elimination strategy may fit.

-The reason tax planning often fails is when CPAs, attorneys, brokers, and advisors work in separate silos.

-How chaining multiple strategies can create outcomes that a single familiar tool, such as a 1031 exchange, may not allow directly.

-Why people, process, and tools matter when building a financial advisory business that can scale without losing service quality.

-The role human trust still plays in tax strategy and investment advising, even as AI becomes useful for analysis and business indicators.

Episode Timestamps

[00:00] - Teaser

[01:15] - Intro to Chris Shockowitz and his path from technology to tax planning

[03:37] - Chris joins Intel in the '90s and runs large-scale tech projects

[05:04] - Selling a property leads to meeting his business partner and saving $1.2M in taxes

[09:50] - First step: determine if the client actually has a tax problem

[12:06] - Example: Indirect 1031 exchange to buy a primary residence tax-free

[13:50] - Making wealthy people’s tax strategies available to the average person

[16:45] - Save a client $1M in taxes, they’ll trust you with their money

[19:49] - Agile development methodology and team assignment

[24:00] - Why the human element and trust beat AI in financial advice

[27:14] - Steve’s take on organizations that take shortcuts with AI

[30:43] - Growth goals: 400+ trainees, 100 franchisees, $3B AUM by 2030

Connect with Chris Shockowitz directly and choose a time on his calendar: https://www.defertax.com/tax-deferral-consultants/chris-shockowitz

🔗 Connect with the Guest Chris Shockowitz:

👉 LinkedIn: https://www.linkedin.com/in/christopher-shockowitz/

👉 Facebook: https://www.facebook.com/chris.shockowitz/

👉Instagram: https://www.instagram.com/shockerces/

🔗 Connect with the Guest Companies:

👉 LinkedIn - Defertax.com: https://www.linkedin.com/company/defertax-com/

👉 Website - Defertax.com: https://defertax.com

🔗Follow the podcast:

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

]]>e8cb981e-6b5a-4dd5-a4bf-67d58de61f9aWed, 29 Jul 2026 05:00:00 -040034:58falsefullThe Subconscious Blocks for Leaders to Unlock Influence and Scale Teams with Joanna Horton McPhersonThe Subconscious Blocks for Leaders to Unlock Influence and Scale Teams with Joanna Horton McPhersonIn this episode of the Leaders of the Workplace of Tomorrow Podcast, host Steve Miksta sits down with Joanna Horton McPherson, Limited Partner at Stage 2 Capital, Founder and Master Coach of The True Influence Method: Leading from the Stage, to discuss authentic leadership, personal transformation, and the power of finding your true voice. Together, they explore how subconscious beliefs shape leadership, the importance of psychological safety, and how leaders can create greater impact by embracing their unique strengths, building trust, and leading with purpose in a rapidly changing world.

Joanna shares her journey from acting, education, and personal growth to creating the True Influence Method and helping leaders find their authentic voice. She explains how subconscious beliefs shape confidence and leadership, why psychological safety is essential for growth, and how leaders can build trust, strengthen communication, and create greater impact by embracing their unique strengths and purpose.

Key Takeaways

Authenticity Builds Influence: True leadership starts with understanding and expressing your authentic self.

Subconscious Beliefs Shape Growth: Hidden stories and beliefs can impact confidence, leadership, and communication.

Psychological Safety Matters: People perform better when they feel valued, respected, and heard.

Purpose Creates Impact: A clear purpose helps leaders inspire others and build stronger teams.

Vulnerability Builds Trust: Honest conversations create deeper connections and stronger workplace relationships.

Human Connection Remains Essential: Technology can support growth, but meaningful leadership depends on people.

Episode Timestamps

[00:00] - Teaser

[01:16] - Intro to Joanna Horton McPherson & the True Influence Method

[02:34] - The power of perspective and subconscious blocks

[05:22] - The breakthrough process and finding your life purpose

[07:35] - Joanna's journey and why she serves "misfit" leaders

[13:07] - Why the old leadership model is failing

[18:39] - The paradox of "true influence" and letting go

[24:50] - Why leaders should focus on people, not AI tools

[28:33] - Joanna's view on AI and human connection

[31:05] - Joanna's personal story: from struggle to acting to coaching

[35:24] - How subconscious stories form in childhood

[40:33] - Moving from closed to open systems in leadership

[42:47] - Upcoming retreat, ABC show, and Forbes opportunities

[46:36] - How to connect with Joanna and join her monthly events

🔗 Connect with the Guest Joanna Horton McPherson:

👉 LinkedIn: https://www.linkedin.com/in/joanna-horton-mcpherson/

🔗 Connect with the Guest Companies:

👉 LinkedIn - Stage 2 Capital: https://www.linkedin.com/company/stage-2-capital/

👍 LinkedIn - The True Influence Method: Leading from the Stage: https://www.linkedin.com/company/mywomenofinfluence/

👉 Website - Stage 2 Capital: https://www.stage2.capital/

👍 Website - The True Influence Method: Leading from the Stage: https://trueinfluencemethod.com/

👉 Portfolio: https://joannahortonmcpherson.com/

🔗Follow the podcast:

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

]]>In this episode of the Leaders of the Workplace of Tomorrow Podcast, host Steve Miksta sits down with Joanna Horton McPherson, Limited Partner at Stage 2 Capital, Founder and Master Coach of The True Influence Method: Leading from the Stage, to discuss authentic leadership, personal transformation, and the power of finding your true voice. Together, they explore how subconscious beliefs shape leadership, the importance of psychological safety, and how leaders can create greater impact by embracing their unique strengths, building trust, and leading with purpose in a rapidly changing world.

Joanna shares her journey from acting, education, and personal growth to creating the True Influence Method and helping leaders find their authentic voice. She explains how subconscious beliefs shape confidence and leadership, why psychological safety is essential for growth, and how leaders can build trust, strengthen communication, and create greater impact by embracing their unique strengths and purpose.

Key Takeaways

Authenticity Builds Influence: True leadership starts with understanding and expressing your authentic self.

Subconscious Beliefs Shape Growth: Hidden stories and beliefs can impact confidence, leadership, and communication.

Psychological Safety Matters: People perform better when they feel valued, respected, and heard.

Purpose Creates Impact: A clear purpose helps leaders inspire others and build stronger teams.

Vulnerability Builds Trust: Honest conversations create deeper connections and stronger workplace relationships.

Human Connection Remains Essential: Technology can support growth, but meaningful leadership depends on people.

Episode Timestamps

[00:00] - Teaser

[01:16] - Intro to Joanna Horton McPherson & the True Influence Method

[02:34] - The power of perspective and subconscious blocks

[05:22] - The breakthrough process and finding your life purpose

[07:35] - Joanna's journey and why she serves "misfit" leaders

[13:07] - Why the old leadership model is failing

[18:39] - The paradox of "true influence" and letting go

[24:50] - Why leaders should focus on people, not AI tools

[28:33] - Joanna's view on AI and human connection

[31:05] - Joanna's personal story: from struggle to acting to coaching

[35:24] - How subconscious stories form in childhood

[40:33] - Moving from closed to open systems in leadership

[42:47] - Upcoming retreat, ABC show, and Forbes opportunities

[46:36] - How to connect with Joanna and join her monthly events

🔗 Connect with the Guest Joanna Horton McPherson:

👉 LinkedIn: https://www.linkedin.com/in/joanna-horton-mcpherson/

🔗 Connect with the Guest Companies:

👉 LinkedIn - Stage 2 Capital: https://www.linkedin.com/company/stage-2-capital/

👍 LinkedIn - The True Influence Method: Leading from the Stage: https://www.linkedin.com/company/mywomenofinfluence/

👉 Website - Stage 2 Capital: https://www.stage2.capital/

👍 Website - The True Influence Method: Leading from the Stage: https://trueinfluencemethod.com/

👉 Portfolio: https://joannahortonmcpherson.com/

🔗Follow the podcast:

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

]]>968c4609-d983-45df-8323-b2cbc1087377Wed, 15 Jul 2026 05:00:00 -040048:03falsefullHow Service Business Owners Scale Revenue Using Data Systems, KPI Tracking & AI - Robert CainHow Service Business Owners Scale Revenue Using Data Systems, KPI Tracking & AI - Robert CainIn this episode of the Leaders of the Workplace of Tomorrow Podcast, host Steve Miksta sits down with Robert Cain, Owner of Automation Invasion, to discuss how data-driven marketing, automation, AI, and business systems are helping service-based companies grow and operate more efficiently. Together, they explore the importance of KPI tracking, accountability, marketing ROI, and how business owners can use technology, automation, and AI solutions to improve lead conversion, streamline operations, and scale their organizations with confidence.

Robert shares his journey from Salesforce consulting and marketing leadership to building Automation Invasion and helping service-based businesses grow through technology and data. He explains how working closely with business owners shaped his approach to KPI tracking, accountability, and revenue growth, and why automation, AI, and practical business systems are helping companies improve lead conversion, streamline operations, and scale more effectively.

Key Takeaways

Data Drives Decisions: Better data leads to smarter business choices.

Accountability Matters: KPI tracking keeps teams focused and aligned.

Marketing Needs ROI: Success comes from measuring results, not guessing.

Automation Increases Efficiency: Technology helps reduce manual work and improve operations.

AI Enhances Growth: AI can improve lead conversion and customer engagement.

Partnership Creates Success: Regular communication helps businesses grow faster.

Episode Timestamps

[00:00] - Teaser

[01:28] - Robert introduces his businesses and entrepreneurial journey

[04:53] - Why most businesses struggle with data and analytics

[07:14] - Robert's approach as a fractional CMO

[11:40] - The importance of client accountability and commitment

[16:40] - Using industry experience to solve problems faster

[20:33] - Building confidence through experience and feedback

[21:59] - Robert's approach to AI implementation and oversight

[25:03] - Launching Thank You For Calling.ai and AI voice assistants

Connect with the Guest Robert Cain:

👉 LinkedIn: https://www.linkedin.com/in/robertcainaz/

🔗 Connect with the Guest Companies:

👉 LinkedIn - Automation Invasion: https://www.linkedin.com/company/automation-invasion

👉 Website - Automation Invasion: https://www.automationinvasion.com/

👉 Email: robert@automationinvasion.com

👉 Twitter/X - Automation Invasion: https://x.com/AIOnlineAgency

👉 Facebook - Automation Invasion: https://www.facebook.com/automationinvasionagency

🔗Follow the podcast:

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

]]>In this episode of the Leaders of the Workplace of Tomorrow Podcast, host Steve Miksta sits down with Robert Cain, Owner of Automation Invasion, to discuss how data-driven marketing, automation, AI, and business systems are helping service-based companies grow and operate more efficiently. Together, they explore the importance of KPI tracking, accountability, marketing ROI, and how business owners can use technology, automation, and AI solutions to improve lead conversion, streamline operations, and scale their organizations with confidence.

Robert shares his journey from Salesforce consulting and marketing leadership to building Automation Invasion and helping service-based businesses grow through technology and data. He explains how working closely with business owners shaped his approach to KPI tracking, accountability, and revenue growth, and why automation, AI, and practical business systems are helping companies improve lead conversion, streamline operations, and scale more effectively.

Key Takeaways

Data Drives Decisions: Better data leads to smarter business choices.

Accountability Matters: KPI tracking keeps teams focused and aligned.

Marketing Needs ROI: Success comes from measuring results, not guessing.

Automation Increases Efficiency: Technology helps reduce manual work and improve operations.

AI Enhances Growth: AI can improve lead conversion and customer engagement.

Partnership Creates Success: Regular communication helps businesses grow faster.

Episode Timestamps

[00:00] - Teaser

[01:28] - Robert introduces his businesses and entrepreneurial journey

[04:53] - Why most businesses struggle with data and analytics

[07:14] - Robert's approach as a fractional CMO

[11:40] - The importance of client accountability and commitment

[16:40] - Using industry experience to solve problems faster

[20:33] - Building confidence through experience and feedback

[21:59] - Robert's approach to AI implementation and oversight

[25:03] - Launching Thank You For Calling.ai and AI voice assistants

Connect with the Guest Robert Cain:

👉 LinkedIn: https://www.linkedin.com/in/robertcainaz/

🔗 Connect with the Guest Companies:

👉 LinkedIn - Automation Invasion: https://www.linkedin.com/company/automation-invasion

👉 Website - Automation Invasion: https://www.automationinvasion.com/

👉 Email: robert@automationinvasion.com

👉 Twitter/X - Automation Invasion: https://x.com/AIOnlineAgency

👉 Facebook - Automation Invasion: https://www.facebook.com/automationinvasionagency

🔗Follow the podcast:

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

]]>33314746-ee47-4880-971d-f6e82906dfa8Wed, 08 Jul 2026 05:00:00 -040028:01falsefullThe Self-Learning Skills for Parents to Raise Future-Ready Kids Using Curiosity & AI - Andrew CollinsThe Self-Learning Skills for Parents to Raise Future-Ready Kids Using Curiosity & AI - Andrew CollinsIn this episode of the Leaders of the Workplace of Tomorrow Podcast, host Steve Miksta sits down with Andrew Collins, President & CEO at New Learning Ventures, Inc, and Managing Director at Acton Academy Phoenix, to discuss how learner-driven education, curiosity, personal responsibility, and real-world experiences are preparing young people for success in an AI-powered future. Together, they explore the Hero’s Journey approach to learning, the importance of autonomy and purpose, and how schools can help learners develop the skills needed to thrive in a rapidly changing world.

Andrew shares his journey from teaching elementary school through Teach For America to becoming an education entrepreneur and leader at Acton Academy Phoenix. He explains how becoming a father helped shape his vision for learner-driven education, why Acton focuses on curiosity, responsibility, and real-world learning, and how learners use goal setting, leadership, and AI tools to build skills for the future.

Key Takeaways

Learner Ownership Drives Growth: Learners set goals, manage their time, and take responsibility for their progress.

Curiosity Fuels Learning: Asking questions and exploring interests helps learners adapt and grow in a changing world.

Real-World Experience Matters: Projects, apprenticeships, and entrepreneurship help learners build practical skills.

Character is a Competitive Advantage: Empathy, grit, leadership, and accountability are developed alongside academics.

AI Supports Better Learning: Learners use AI as a tool for feedback, creativity, and faster learning.

Purpose Creates Motivation: Autonomy, mastery, and meaningful work help learners stay engaged and motivated.

Episode Timestamps

[00:00] - Teaser

[01:17] - Andrew shares how teaching led him into education reform

[03:10] - Becoming a father changed Andrew's view of education

[05:26] - Why traditional education no longer fits today's world

[08:33] - The Hero's Journey and the three challenges learners face

[11:16] - How learners set goals and track academic progress

[13:43] - Fitness, feedback, and the value of mixed-age play

[15:09] - Real-world learning through afternoon quests

[17:36] - Acton's three pillars: learn, do, and be

[20:22] - The ICY framework for personal growth and accountability

[24:05] - Why curiosity and grit matter in the AI era

[27:26] - Autonomy, mastery, and purpose in learner motivation

[32:15] - How learners use AI as a learning tool

[36:38] - Future plans for Acton Phoenix

[40:16] - Children's Business Fair and how to connect with Acton Phoenix

🔗 Connect with the Guest Andrew Collins:

👉 LinkedIn: https://www.linkedin.com/in/andrew-collins-1620931/

🔗 Connect with the Guest Companies:

👉 LinkedIn - New Learning Ventures, Inc: https://www.linkedin.com/company/new-learning-ventures-inc/

👉 LinkedIn - Acton Academy Phoenix: https://www.linkedin.com/company/acton-academy-phoenix/

👉 Website - New Learning Ventures, Inc: https://www.newlearningventures.org/

👉 Website - Acton Academy Phoenix: https://www.actonphx.org/

👉 Email: andrew@actonphx.org

👉 Instagram - Acton Academy Phoenix: https://www.instagram.com/actonphx/

👉 Facebook - Acton Academy Phoenix: https://www.facebook.com/actonphx/

📍 Come explore Acton Phoenix – 40th Street, north of Camelback (near Biltmore/Arcadia).

🔗Follow the podcast:

👍YouTube: https://www.youtube.com/@opptyunlimited

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

]]>In this episode of the Leaders of the Workplace of Tomorrow Podcast, host Steve Miksta sits down with Andrew Collins, President & CEO at New Learning Ventures, Inc, and Managing Director at Acton Academy Phoenix, to discuss how learner-driven education, curiosity, personal responsibility, and real-world experiences are preparing young people for success in an AI-powered future. Together, they explore the Hero’s Journey approach to learning, the importance of autonomy and purpose, and how schools can help learners develop the skills needed to thrive in a rapidly changing world.

Andrew shares his journey from teaching elementary school through Teach For America to becoming an education entrepreneur and leader at Acton Academy Phoenix. He explains how becoming a father helped shape his vision for learner-driven education, why Acton focuses on curiosity, responsibility, and real-world learning, and how learners use goal setting, leadership, and AI tools to build skills for the future.

Key Takeaways

Learner Ownership Drives Growth: Learners set goals, manage their time, and take responsibility for their progress.

Curiosity Fuels Learning: Asking questions and exploring interests helps learners adapt and grow in a changing world.

Real-World Experience Matters: Projects, apprenticeships, and entrepreneurship help learners build practical skills.

Character is a Competitive Advantage: Empathy, grit, leadership, and accountability are developed alongside academics.

AI Supports Better Learning: Learners use AI as a tool for feedback, creativity, and faster learning.

Purpose Creates Motivation: Autonomy, mastery, and meaningful work help learners stay engaged and motivated.

Episode Timestamps

[00:00] - Teaser

[01:17] - Andrew shares how teaching led him into education reform

[03:10] - Becoming a father changed Andrew's view of education

[05:26] - Why traditional education no longer fits today's world

[08:33] - The Hero's Journey and the three challenges learners face

[11:16] - How learners set goals and track academic progress

[13:43] - Fitness, feedback, and the value of mixed-age play

[15:09] - Real-world learning through afternoon quests

[17:36] - Acton's three pillars: learn, do, and be

[20:22] - The ICY framework for personal growth and accountability

[24:05] - Why curiosity and grit matter in the AI era

[27:26] - Autonomy, mastery, and purpose in learner motivation

[32:15] - How learners use AI as a learning tool

[36:38] - Future plans for Acton Phoenix

[40:16] - Children's Business Fair and how to connect with Acton Phoenix

🔗 Connect with the Guest Andrew Collins:

👉 LinkedIn: https://www.linkedin.com/in/andrew-collins-1620931/

🔗 Connect with the Guest Companies:

👉 LinkedIn - New Learning Ventures, Inc: https://www.linkedin.com/company/new-learning-ventures-inc/

👉 LinkedIn - Acton Academy Phoenix: https://www.linkedin.com/company/acton-academy-phoenix/

👉 Website - New Learning Ventures, Inc: https://www.newlearningventures.org/

👉 Website - Acton Academy Phoenix: https://www.actonphx.org/

👉 Email: andrew@actonphx.org

👉 Instagram - Acton Academy Phoenix: https://www.instagram.com/actonphx/

👉 Facebook - Acton Academy Phoenix: https://www.facebook.com/actonphx/

📍 Come explore Acton Phoenix – 40th Street, north of Camelback (near Biltmore/Arcadia).

🔗Follow the podcast:

👍YouTube: https://www.youtube.com/@opptyunlimited

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

]]>76fe8d1d-c5f7-4cc9-996f-3bdb3eed313bWed, 01 Jul 2026 05:00:00 -040042:24falsefullHow to Scale a Small Business with Systems Automation and AI for Faster Growth with Rich FlanaganHow to Scale a Small Business with Systems Automation and AI for Faster Growth with Rich FlanaganIn this episode of the Leaders of the Workplace of Tomorrow podcast, host Steve Miksta sits down with Rich Flanagan, Executive Vice President/Partner at Centralized Vision-Virtual Safety & Security Monitoring, to discuss how technology, AI, automation, and strong internal systems are reshaping the future of workplace operations.

Rich shares his journey from more than 20 years in the mortgage industry to helping grow Centralized Vision into a national security operations center. He explains how the company shifted from direct customer work to a partner-focused model, built stronger processes through Salesforce, developed its own internal platform called VIC, and used automation to support major growth.

Key Takeaways

  1. AI Raises the Standard for Human Performance: AI gives companies better data and stronger alerts, but people still play a key role in making smart decisions and delivering the right customer experience.
  2. Strong Systems Make Growth Possible: Centralized Vision invested heavily in workflows, Salesforce, automation, and its own VIC platform, allowing the company to launch large projects faster and with more confidence.
  3. Technology Works Best When Teams Are Involved: Rich explains that team buy-in comes from feedback, collaboration, and letting employees feel part of the solution instead of forcing systems onto them.
  4. Automation Gives Employees More Freedom: Tools like ClickUp help remove mental clutter, track responsibilities, and give leaders better visibility without making employees feel overly managed.
  5. AI Training Can Improve Consistency: Centralized Vision is using AI-based training content and avatars to make onboarding more consistent, easier to update, and easier to scale.
  6. Businesses Need a Practical AI Strategy: Rich warns against rushing into every new AI tool. His approach is to test carefully, research deeply, and implement technology that solves long-term problems.

Episode Timestamps

[00:00:00] – Introduction to Rich Flanagan and Centralized Vision: Steve welcomes Rich and asks about his background, career path, and current work.

[00:05:58] – How AI Is Reshaping Operations: Rich explains how AI is driving efficiency, changing workforce strategies, and pushing companies to constantly improve their operations.

[00:09:36] – Building Efficient Systems and Workflows: Rich explains how Centralized Vision improved onboarding, automation, forecasting, and team workflows to support scalable growth.

[00:15:13] – Building a Culture That Embraces Technology: Rich discusses how collaboration, accountability, and employee buy-in are essential when implementing new technology and scaling a growing business.

[00:20:45] – Scaling Through Automation and Customer Experience: Rich shares how Centralized Vision uses automation, streamlined processes, and strong partner experiences to support rapid growth and enterprise-level clients.

[00:32:38] – Why Businesses Must Lean Into AI: Rich explains how every industry eventually adapts to technological change and why embracing AI is the best way to stay relevant and reduce fear about the future.

[00:34:45] – Episode Wrap-Up and Final Thoughts: Steve thanks Rich for joining the podcast as they close the conversation on AI, workplace innovation, and the future of proactive security solutions.

🔗 Connect with the guest Rich Flanagan:

👉 LinkedIn: https://www.linkedin.com/in/rich-flanagan-virtualsecuritymonitoring/

🔗 Connect with the guest company, Centralized Vision-Virtual Safety & Security Monitoring:

👉 LinkedIn: https://www.linkedin.com/company/centralized-vision/

👉 Website: https://www.centralizedvision.com/

🔗Follow the podcast:

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

]]>In this episode of the Leaders of the Workplace of Tomorrow podcast, host Steve Miksta sits down with Rich Flanagan, Executive Vice President/Partner at Centralized Vision-Virtual Safety & Security Monitoring, to discuss how technology, AI, automation, and strong internal systems are reshaping the future of workplace operations.

Rich shares his journey from more than 20 years in the mortgage industry to helping grow Centralized Vision into a national security operations center. He explains how the company shifted from direct customer work to a partner-focused model, built stronger processes through Salesforce, developed its own internal platform called VIC, and used automation to support major growth.

Key Takeaways

  1. AI Raises the Standard for Human Performance: AI gives companies better data and stronger alerts, but people still play a key role in making smart decisions and delivering the right customer experience.
  2. Strong Systems Make Growth Possible: Centralized Vision invested heavily in workflows, Salesforce, automation, and its own VIC platform, allowing the company to launch large projects faster and with more confidence.
  3. Technology Works Best When Teams Are Involved: Rich explains that team buy-in comes from feedback, collaboration, and letting employees feel part of the solution instead of forcing systems onto them.
  4. Automation Gives Employees More Freedom: Tools like ClickUp help remove mental clutter, track responsibilities, and give leaders better visibility without making employees feel overly managed.
  5. AI Training Can Improve Consistency: Centralized Vision is using AI-based training content and avatars to make onboarding more consistent, easier to update, and easier to scale.
  6. Businesses Need a Practical AI Strategy: Rich warns against rushing into every new AI tool. His approach is to test carefully, research deeply, and implement technology that solves long-term problems.

Episode Timestamps

[00:00:00] – Introduction to Rich Flanagan and Centralized Vision: Steve welcomes Rich and asks about his background, career path, and current work.

[00:05:58] – How AI Is Reshaping Operations: Rich explains how AI is driving efficiency, changing workforce strategies, and pushing companies to constantly improve their operations.

[00:09:36] – Building Efficient Systems and Workflows: Rich explains how Centralized Vision improved onboarding, automation, forecasting, and team workflows to support scalable growth.

[00:15:13] – Building a Culture That Embraces Technology: Rich discusses how collaboration, accountability, and employee buy-in are essential when implementing new technology and scaling a growing business.

[00:20:45] – Scaling Through Automation and Customer Experience: Rich shares how Centralized Vision uses automation, streamlined processes, and strong partner experiences to support rapid growth and enterprise-level clients.

[00:32:38] – Why Businesses Must Lean Into AI: Rich explains how every industry eventually adapts to technological change and why embracing AI is the best way to stay relevant and reduce fear about the future.

[00:34:45] – Episode Wrap-Up and Final Thoughts: Steve thanks Rich for joining the podcast as they close the conversation on AI, workplace innovation, and the future of proactive security solutions.

🔗 Connect with the guest Rich Flanagan:

👉 LinkedIn: https://www.linkedin.com/in/rich-flanagan-virtualsecuritymonitoring/

🔗 Connect with the guest company, Centralized Vision-Virtual Safety & Security Monitoring:

👉 LinkedIn: https://www.linkedin.com/company/centralized-vision/

👉 Website: https://www.centralizedvision.com/

🔗Follow the podcast:

👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8

👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216

👉 YouTube: https://www.youtube.com/@opptyunlimited9222

🔗 Connect with the Host Steve Miksta:

👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/

🔗 Connect with the Host Company, Oppty Unlimited:

👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/

👉 Website: https://www.opptyunlimited.com/

]]>ed698e66-3b35-4c66-93ee-3301e82761aeWed, 24 Jun 2026 05:00:00 -040036:33falsefull