Action's Antidotes

By: Stephen Jaye
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  • Summary

  • This podcast is designed to inspire you to create your best possible life through sharing stories of others who already have done some amazing things. To create your best possible life requires putting yourself out there, taking risks and believing in yourself. It requires adapting the right mindset. Far too many of us are trapped in situations that are less than desirable because we hang on to limiting beliefs and poor assumptions. We all want different things and have different definitions of “success”. There is no one formula to get there. Whether our paths involve waking up at 4 A.M. or staying up past midnight, reading 100 books per year or getting all of our information from YouTube videos, the one common thing we all need, to get moving on what we really want, is the right mindset. In our day to day lives in the 2020s, many of us still frequently find ourselves in environments that encourage us to act out of fear, play it safe, not take risks and accept less than what we deserv
    @2021 Actions-Antidotes | Actions-Antidotes.com
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Personal Success Social Sciences
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Episodes
  • The Importance of Succession Planning with Lowell Mora

    The Importance of Succession Planning with Lowell Mora
    Nov 12 2024
    A lot of us want to have a successful and meaningful business. After many years in our business, we all want to ensure that the business we have worked hard to establish will carry on well if we retire. Succession planning is the key to ensuring a seamless transition and long-term success. But how? In this episode, I sit down with Lowell Mora, President of Impact CFO, who specializes in family- and privately-owned businesses. Lowell talks about the importance of planning for business transitions, especially as founders or business owners approach retirement, including finding suitable successors and maintaining business continuity. Tune in to learn more! --- Listen to the podcast here: Align Your Life and Thrive with Diamond Drip Welcome to Action’s Antidotes, your antidote to the mindset that keeps you settling for less. Today, I want to talk to you a little bit about succession planning. We’ve talked quite a bit about the process of starting up a business on this particular podcast, about what challenge you face on the come up, but then, what happens when you’re getting ready to retire and you want to make sure that the business is going to be in good hands and you want to make sure that your own wealth is going to be in good hands. To discuss this topic, I would like to introduce you to my guest today, Lowell Mora, fractional CFO, who specializes in working with a lot of these family-owned businesses around such issues. --- Lowell, welcome to the program. Thanks for having me. Appreciate you having me here today. Tell me a little bit about Impact CFO. Tell me a little about your story, what you do with your clients. At Impact CFO, I help primarily as a fractional CFO, which fractional means exactly as it sounds, I spend a portion of my time helping a business that may not be able to afford – it typically can’t afford a full time CFO. So my practice focuses primarily in on the family-owned business in the small to midmarket that is looking towards a transition, either to another family member or to an external exit to maximize the wealth of the family and the value of the business. Now, when you say businesses that can’t quite afford, say, a full-time CFO, what’s a general size? What number of employees is that typical – So the typical, most of us finance guys talk in dollars, but in employees, it’s typically employee levels of 25 to 100, 150. Again, it depends on the complexity of the business as well. So, in dollars, we typically talk somewhere around $5 million in sales, up to $50 million. Now, I’ve worked with smaller and I’ve worked with bigger but that’s the sweet spot. And so you’ve encountered a lot of these family-owned businesses that have gotten to this level. You said like $5, $25 million annually. I assume it means, right? So, what do you notice in some of these family-owned businesses that get to that level? Do you notice any kind of common thread in the type of people that you work with and the type of founders who are in the situation about who they are, what they’ve done to get to where they’re at? Yeah. Typically, in my practice, a lot of people out there is values based. So I look to work with people that share the same values as me, which are pretty basic, which is a high level of integrity, strong, hard work ethic.Share on X A lot of what I do is in the manufacturing, industrials, industrial products, industrial equipment. I also work with services, business services, and IT providers and things like that but, typically, it’s a business of an entrepreneur and they’re overwhelmingly, today in our world, they’re overwhelmingly male, and they’ve gotten to a point where they have a successful business and can support them but they don’t necessarily have a natural heir or successor. In a lot of cases, they don’t know what to do with that. And what typically happens, and it’s common,
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    Less than 1 minute
  • Carving Your Own Path in Nursing with Morgan Taylor

    Carving Your Own Path in Nursing with Morgan Taylor
    Oct 22 2024
    Starting a nursing career is both exciting and challenging, especially in the fast-paced world of healthcare. New nurses often struggle as they transition from school to real-world practice, navigating complex systems and high demands. How can we improve nursing education to better support them? In this episode, I speak with Morgan Taylor, Chief Nursing Officer at Archer Review. Morgan shares insights into the challenges new nurses face, the structural issues within nursing education, opportunities for innovation in healthcare, and ways to better align incentives in the field. Don’t miss out, listen now! --- Listen to the podcast here: Carving Your Own Path in Nursing with Morgan Taylor Welcome to Action’s Antidotes, your antidote to the mindset that keeps you settling for less. Today, I want to talk to you about the many different ways in which we can go about carving your own path because I think sometimes people think about any pursuit and they think about the most common manifestation of it and they think the most common manifestation of carving their own path as being something along the lines of either starting your own business or doing something really, really wild, like going and living off the grid somewhere in, I don’t know, Uganda, for the lack of a better place to think of, but there are plenty of different ways in which you can kind of discover where your path is going and discover how you can get to a place where you once again feel excited about the things that you once felt excited about. --- Today, my guest is Morgan Taylor and she is the chief nursing officer at Archer Review and chief nursing officer, I feel like a different C-blank-O title emerges every other week, so, yeah, Morgan, tell us a little bit about that. Yeah, absolutely. Thanks for having me on today. I’m excited to talk. Yeah, chief nursing officer, to me, sounds totally normal, because I grew up as a nurse at big hospitals that always had a chief nursing officer. But, of course, if you don’t work somewhere that has nurses, that’s going to sound a little funky to you, right? Yeah. And really how I got to where I am is kind of funky. It was not a straightforward path at all, not something I had planned out or set my sights on a decade ago. I started out as a bedside nurse at Duke University in the Raleigh-Durham area here in North Carolina. I started working in a – we called it the children’s resource unit. I went to all different pediatric areas of the hospital, spent a lot of time in the ICU, in the emergency department, and I loved it. I learned so much. It was a wonderful experience. And then COVID happened and things got a little dicey there. It was a big challenge, one that I’m proud to have played a part in, but what was most impactful for me and kind of what started me on this path where I ended up today now was I started seeing that the new nurses coming in to join us in this profession were very underprepared, and not to any fault of their own. They just didn’t have the experience that they needed to get prior to coming and working in a level one trauma center taking care of very, very ill patients. So that got my wheels turning. I started to think maybe there’s something I can do in kind of the education bubble, that’s something people talk about. I started kind of looking for ways to dip my toes in the water, so to speak, see what’s out there, and that was when I connected with the CEO, Karthik Koduru, of Archer Review. He was working on trying to put together a platform to really enable nursing education that was accessible and affordable and specifically targeted nurses getting ready to take their board exams. We call those exams the NCLEX and it’s that last test you have to take before you’re fully licensed, you’re out there on your own actually caring for patients. And we had really poor pass rates. They were anywhere from about 80 to 87 percent,
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    51 mins
  • Transforming Healthcare with Tech and Care with Whitney Isola

    Transforming Healthcare with Tech and Care with Whitney Isola
    Oct 15 2024
    Technology is revolutionizing healthcare, providing innovative ways to enhance patient care and streamline services. Digital tools like telemedicine and health platforms enable better access to information and personalized care. How can we use these advancements to build a more patient-focused healthcare system? In this episode, I have Whitney Isola, a registered dietitian and Co-Founder of Aqua Power. Whitney shares her journey from co-founding a healthcare startup to creating the review platform. She discusses the challenges of working in the healthcare industry and how to leverage technology and patient empowerment to improve care. Don’t miss this insightful conversation—tune in now! --- Listen to the podcast here: Transforming Healthcare with Tech and Care with Whitney Isola Welcome to Action’s Antidotes, your antidote to the mindset that keeps you settling for less. One of my big concerns, and I think a big concern of a lot of people, is what we’re using our technology for. We’ve seen a recent advancement in technology and we’re seeing ongoing discussions about things like AI, machine learning, all these other things, and the question is what are we doing with it and I think we’ve seen a lot of cases where some of our technological advancements were used for purposes that did not necessarily have the best outcome on human health, human mental health, etc. I have in my head a list of the types of things that really are a good use of this technology because technology can do a lot of powerful things and my guest today, Whitney Isola, has some experience using our technology for some of these purposes that seem like they actually have the potential to improve the human experience as opposed to just bombard you with advertisements, like a lot of them try to do. So, Whitney is a registered dietitian as well as the cofounder of OncoPower, now the chief of staff at ArcherReview. --- Whitney. welcome to the program. Thank you so much. Thanks for having me. I’m excited. I’m excited too because this is a great thing to talk about. Now, let’s first start with your story because you’ve done a lot of different things, like where did it all begin? Have you always wanted to find innovative solutions for these human problems? Is this something that you’ve always been kind of interested in doing? Yes, there’s some sort of natural curiosities and problem solver that live within me. I will say I don’t think I can fully take credit for ever being like the visionary or the idea person, I’m definitely a little bit more of practical thinker and like kind of roadmap best course to get us there but I don’t always have that end state vision but I’m very good at listening to the on-the-ground feedback early and often so I would say that type of critical thinking and product planning is a little bit more of my wheelhouse and expertise. But, yeah, I mean, that said, I think I’ve always had this little bit of hunger for building something that didn’t exist before. I went into college and higher education kind of wanting a very traditional career in healthcare and realized about three-quarters in taking some business classes that I could think more broadly, almost a little too late or it felt too late education wise to make a change. I kind of had that more traditional early career experience in terms of working in a community hospital setting, multidisciplinary medical practice setting, and then health major, New York City health system setting, I kind of always kept the door open to taking on projects or ideas or working with people in terms of executing something new or creating something out of nothing. My first job outside of the hospital, so I guess my second job ever, was with a multidisciplinary medical practice where they didn’t have a dietitian and I pitched them that, “Hey, you have 22 providers but you don’t have one dietician, let’s add those services for your patient population,
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    50 mins

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