Amreeta Abbott started her career as an Accountant and Financial Advisor back in 2004, when technology solutions were rare, slow, and frustrating. She quickly realised her clients wanted to focus on flexibility and the ability to control their investments, and that technology to support this was underserved. So, when she started her own practice in 2005, she specialised and founded SMSF Strategies, with the vision to use technology to address the traditional friction points within the SMSF....

The co-founders of Polyture, Jared Zhao and Kyle Foley join this week's episode. Polyture is the first fully-featured, easy to use data infrastructure platform specifically designed for the mid-market, facilitating the company to become a modern, data driven enterprise. Aiming to modernise mid-market companies and empower small teams within large enterprises, Polyture took similar software that top end companies the likes of Facebook and Google use, and adapted the tools and platform to cater...

CEO and Founder of Appellon Sue Jauncey joins this week's episode. Not only did Sue grow her company from a small boutique consulting business to a global organisation, but she also has a fascinating career history, working as a forensic Psychologist across the Australian Prison system. Sue gained a deep understanding of human behaviour, and her 25-year experience measuring behavioural and performance outputs has earned her great recognition. Sue has worked with global institutes such as the...

CEO and Strategy Director for Taurus Marketing Sharon Williams joins this week's episode. As Founder of one of Australia's longest established integrated Marketing and PR agencies, Sharon's experience and knowledge is an unbeatable combination. Sharon works with smart clients across all industries, from entrepreneurs, SMEs, to ASX-listed corporations. She has delivered award-winning solutions for over 1000 brands, across 6 continents, over an impressive 25 years. Her solutions are based on...

Joining the podcast from Babraham in the UK, freelance writer and author Jan Cavelle joins this week's instalment. As an author, Jan specifically focusses on avoiding the growth pitfalls, something she writes about from personal experience. Jan originally started writing concerning the realities and truths of running a business as an entrepreneur back in 2008. Since then, she has written articles for countless publications, spreading her wisdom, knowledge and latest trends all things...

Corey Rosen is the Founder and Director of The National Center for Employee Ownership (NCEO) in Oakland, California. Established in 1981, Corey has spent the past 40 years immersed in employee ownership, passionate about creating a thriving environment and supporting the community. Prior to founding the NCEO, Corey worked in The US Senate as a staff aid. This is where he was immediately drawn to employee ownership after seeing a testimony, sold on the idea of creating an economic system both...

Self-described "Business Purpose Guide" Phil Preston joins this week's instalment to converse the need for purpose and direction for all businesses, regardless of size. Formally a Senior Credit Manager where he oversaw billions of dollars of investments, Phil became frustrated with poor corporate behaviours and symbolic acts of charity. In 2007, he redirected himself away from corporate investment and towards social and environmental challenge, and has been successfully running his business...

Alex Lee is Co-founder and Managing Partner of financial advice firm Thornton + Lee, acting as an experienced financial advisor. He specialises working with clients who need assistance with their personal finance strategy, mainly those seeking a strategic partner that offers highly personal service built on a meaningful long-term relationship. Originating from an accounting background, Alex describes his career path to financial advisor as accidental. His grad program involved placement in...

CEO of boutique productivity consultancy Building 20, Dr Luke Hurst joins this week's instalment. Building 20 delivers custom training and culture change services, working with teams to accomplish difficult tasks faster and amplifying their attention. Luke initially got into productivity working on his PhD. He found that by gamifying the process using the Pomodoro Technique, his progress accelerated dramatically. This was the origin for Building 20, with Luke identifying a need for training...

CEO and Founder of Resilience In, Susie Mogg joins this week's episode. Susie's passion lies in building and studying resilience, with specific focus on how it can be developed and improved. She has worked with thousands of children, parents, employees and workplaces. Susie is of the opinion that resilience is the number one skill needed by everyone - this is especially relevant in today's climate of Covid-19. Her vision is to teach people to thrive, especially in tough circumstances and...

Scott Iriks is the Director and CEO of Easi, one of the leading and most experienced salary packaging and novated lease providers to some of Australia's largest Government and private employers. For mid-market business owners, salary packaging is specifically important in terms of what can be done to help your employees package their salary more effectively. More importantly, Scott promotes salary packaging as an essential for employee retention and giving your employees the opportunity to...

Director of Five Feathers Consulting, Nancy Peat, joins this week's episode to discuss her work as a conflict mediator. In this role, she assists clients when they face communication issues that are having a negative impact on the business with no resolution. Her position is to provide logical, unbiased facilitation to create productive conversation to resolve issues in a financially effective and efficient way. Before mediation, Nancy's main background was in financial services. She has more...

Behaviour specialist, Bri Williams from People Patterns, joins this week's episode to discuss behaviour change. Bri's reputation has gained her the title of "The Behaviour Explainer", as she specialises in working with clients to maximise interaction using behavioural economics. People Patterns is one of Australia's first consultancies to apply behavioural economics to everyday business and personal effectiveness. Primarily, Bri identifies how to get people to do what you want them to do....

Joining the podcast from Michigan, engineer turned sales expert and CEO of the Re-Wired Group Bob Moesta introduces the topic of demand side sales. Consistently, he has found the number one issue professionals face is sales, despite this being at the cornerstone of every business. What's more, most professionals find the selling process extremely uncomfortable. Bob insists helping people find the fit between your product and your service is key to sales, in addition to the notion of serving...

After 30 years' experience across professional services fields of engineering, urban development, ecology, mining, planning, surveying and landscape architecture, Roger Collins-Woolcock is an expert in his field of business development and organic growth. Over the past three decades, he has taken on many roles, from founder to business owner, organically growing businesses in both regional towns and capital cities across Australia. In this episode, Roger discusses the significance of client...

Michael Gorton is one of the Founders of TelaDoc, the world's leading telemedicine company which has gone on to save thousands of lives during the Coronavirus pandemic. He discusses the demand for Teladoc in 2020 compared to the countless challenges and adversity they faced when starting out in 2002. Michael also converses his work as the CEO of Back to Space, a transmedia company designed to encourage future generations to develop an interest in engineering, science and space. He is a...

In this episode, Brad Giles discusses his work as a leadership coach and his passion for growing mid-market businesses. His interest has led him to uncover the crucial differences between a good CEO and a great CEO. Brad goes through the five results that define a great leader, which include having a higher percentage of top performers, higher retention, higher productivity, and consistent growth and results. Brad also advocates the importance of getting a professional, high quality business...

In this episode, host Craig West is joined by Michel Clifton, who has 20 years of experience in trade and defence appointments across North Asia, primarily in Greater China and Japan. Michael shares his intelligence dealing with Asia, trade, export and finance. Phillip Volk, key partner in Succession Plus in Victoria also joins the discussion. For business owners seeking to improve relations with China and the Greater Asian economy, Michael advocates the key is to engage with a boarder...

Michael Masterson, Managing Director for EverEdge Australia and New Zealand, speaks about the importance of valuing the intangible assets of your business. In this episode, he recounts how to identify and build value into these assets, underlining the key issue being that intangible assets are often ignored because you can't see them. He advises that you can't value what you don't know or understand, so works in identifying and leveraging these assets to build a competitive edge. Michael...

What impacts your business impacts you! Mark Napper, Business Adviser with over 25 years of experience in senior management roles, describes himself as a business alchemist. Mark understands that business owners and their businesses are heavily intertwined. Owners often become enslaved to their business instead of having their business serve them. Mark strives to change this by focusing on positively transforming and impacting his clients' lives when transforming their businesses. Mark does...

It doesn't matter what you sell, it's all about understanding the psychology of your customers! Darren Moffatt, Director of WebBuzz, speaks on growth marketing. Darren has an impressive history of being the youngest bank manager. However, after the GFC, he found that marketing was his calling. In this episode, Darren addresses the most common questions asked by mid-market business owners: growth, attracting more customers and growth marketing of businesses. As soon as a business' branding and...

Andrew Bowcher, Partner at RSM Australia, discusses the very important topic of business survival in the current climate. Andrew specialises in business recovery, structuring and asset protection, cash flows, governance issue and debt-related pressures. It is particularly important to have a business recovery plan in the current climate. In this episode, Andrew shares four steps to a post-COVID business recovery plan and shares how he can assist in deciding how your business should move forward.

Jon Michail, Founder and Group CEO of Image Group International, speaks on the importance of personal branding. Jon's 30 years of experience in business consultancy has consolidated his knowledge of the immense impacts personal branding can have on your business. In an era where institutions can be perceived as untrustworthy, personal branding has never been more important. Positioning yourself in the marketplace correctly can maximise your personal and business value and amplify your profits.

Nicholas Sweeney, Division Director and Co-head of Macquarie Bank Middle Market, helps mid-market businesses create meaningful change and grow. Macquarie Bank Middle Market provides their clients with deep industry knowledge and simultaneously builds long-term trust and relationship with them. Organic growth in this sector, particularly in the current climate, is hard to come-by; Nicholas shares how Macquarie Bank Middle Market enables sustainable growth for mid-market businesses in any...