Business With Purpose

Today, David is joined by Michael Greenberg, the CEO of 3rd Brain Automation, which digitizes and automates operations. He takes business problems and figures out which technology will solve the issue. Michael explains exactly how he and his team help business owners achieve unparalleled clarity, consistency, and confidence by leveraging automation, AI, global talent, and human-centred workflow design. David helps owners and leaders build their businesses without having to do it all themselves so that they have a business that is ready to sell when they are ready. To build your business, so it is ready to sell, without the frustration and overwhelm, Download David's Free Guide '3 reasons you will never sell your business and how to fix it FAST! https://businessbreakthrough.live/3reasons/3-reasons KEY TAKEAWAYS For virtually every business problem there is a tech solution that can solve it or make things a lot easier. AI has the power to solve multiple problems. The fact that systems can be hard to integrate e.g. the most popular ERPs do not talk with the most popular CRMs can be overcome. You need to nail your processes before you can introduce the right tech. Use AI to help you record your current processes and create flow charts, Michael tells you how. Not everything can be automated. Train your AI to immediately route these things to a human. Human solution providers should be using tech tools to solve problems faster. Your AI chatbot must be backed up 24/7 by humans your customers can easily reach. If a customer is talking to AI, tell them. If you don´t, they will never trust you again. Much of the most important knowledge resides in the heads of employees. Use technology to capture that knowledge and make it more widely available. Companies that prioritise digital operations end up with technologies that work smoothly together. The ROI on digital automation is very fast, less than a year and is usually between 75% and 150% initially and up to around 300% a few years later. Technology frees people up to do other more important tasks e.g. develop new products. It does not have to result in job losses. BEST MOMENTS “Too many tech guys try to jam in a solution that does not quite fit.” “Make sure people are aware they are speaking with an AI .” “The outcome is consistency, clarity, capacity, confidence, and, ultimately, cash flow.” EPISODE RESOURCES https://www.3rdbrain.co Playbook - https://digital-ops.beehiiv.com/subscribe https://gentof.tech Socials @gentoftech ABOUT THE HOST David Roberts is a highly regarded CEO, mentor, and investor with 30 years of experience across multiple sectors. As an intrapreneur and entrepreneur, David has bought, grown, started and sold several businesses, working with values-driven start-ups, award-winning SMEs, and multinational corporations on strategies for service excellence, leadership, and profitable growth. David’s passion is for purpose and creating an environment where everyone can succeed, through building teams that get things done, execute on their mission with passion, deliver exceptional service and really make a difference. CONTACT METHODS LinkedIn - https://www.linkedin.com/in/david-roberts-nu-heat Facebook - https://www.facebook.com/DavidRobertsPeopleWithPurpose David’s Facebook - https://www.facebook.com/dave.roberts.5076798 Instagram - https://www.instagram.com/davidcroberts_ Email - [email protected]

During this episode, David explains how to create an environment that boosts productivity and workflow. He shares a simple 5 step process any leader can use regardless of the industry they work in to coach and nurture their team. To motivate them, gain their trust, lead by example, remain calm under pressure and get everyone pulling in the same direction and following the right plan. David helps owners and leaders to build their business without having to do it all themselves, so that they have a business that is ready to sell when they are ready. To build your business, so it is ready to sell, without the frustration and overwhelm, Download David's Free Guide '3 reasons you will never sell your business and how to fix it FAST! https://businessbreakthrough.live/3reasons/3-reasons KEY TAKEAWAYS At this time the world needs exceptional leaders. Everyone prefers to work for people they like and trust. For leaders who create a culture of togetherness and collaboration. People leave companies when they are poorly led. That costs a fortune. Good leaders also make great coaches, they nurture talent. Create an inspiring vision. People need a really compelling reason to follow your lead. Motivate your team. People are motivated by three things, achievement, relationship and growth. Motivation is intrinsic and extrinsic. Make a clear plan and execute it. David recommends using the 12-week year approach. He explains why and how to do it, in the podcast. Include how you are going to manage change in your plan. Create trust. You need to care personally about the members of your team and achieving your objectives. When building trust make sure you do not use techniques like manipulative insincerity. Lead with calm, develop your communication skills and work on your personal development to make it easier to do this. BEST MOMENTS “The type of leaders that really bring out the best in people really strive to improve .” “People leave bad managers, not bad companies.” – Marcus Buckingham “If you can link what the organization is going to achieve to what the people, individually in their roles, are going to achieve, then you make that motivation very personal to them.” “Celebrate successes along the way, rather than just waiting for the end game.” “People leave bad managers, not bad companies.” “10% of customer satisfaction earns you 46% more trust.” EPISODE RESOURCES Radical Candor - https://www.amazon.co.uk/Radical-Candor-What-Want-Saying-ebook/dp/B01LW1LESC ABOUT THE HOST David Roberts is a highly regarded CEO, mentor, and investor with 30 years of experience across multiple sectors. As an intrapreneur and entrepreneur, David has bought, grown, started and sold several businesses, working with values-driven start-ups, award-winning SMEs, and multinational corporations on strategies for service excellence, leadership, and profitable growth. David’s passion is for purpose and creating an environment where everyone can succeed, through building teams that get things done, execute on their mission with passion, deliver exceptional service and really make a difference. CONTACT METHODS LinkedIn - https://www.linkedin.com/in/david-roberts-nu-heat Facebook - https://www.facebook.com/DavidRobertsPeopleWithPurpose David’s Facebook - https://www.facebook.com/dave.roberts.5076798 Instagram - https://www.instagram.com/davidcroberts_ Email - [email protected]

Today, David is joined by Alex Norian MD of IWN Accountancy. His focus is on helping business owners, landlords and high net worth individuals manage their money. He and David discuss the reaction and the immediate impact the changes announced during the autumn statement are having on UK businesses. Including, how to analyse the impact it has on your business. Alex also talks through using NI rebates, structuring businesses as a group, SSEs, inheritance planning, leveraging exit options, EMIs and more. David helps owners and leaders to build their business without having to do it all themselves, so that they have a business that is ready to sell when they are ready. To build your business, so it is ready to sell, without the frustration and overwhelm, Download David's Free Guide '3 reasons you will never sell your business and how to fix it FAST! https://businessbreakthrough.live/3reasons/3-reasons KEY TAKEAWAYS ● The UK´s growth year to date has been lower than for most of the world´s large economies. ● Interest rates are set to fall, but slowly. ● Outsourcing some roles can help to reduce the impact of the NI changes. ● All businesses will be impacted by inheritance tax, not just farms. Planning ahead so that those who are due to inherit have the cash available to pay the tax bill matters, especially when it comes to business continuity. ● The capital gains tax rates were 10 and 20%, they were increased to 18 and 24%. Selling assets earlier can help to minimise the impact of this change. ● Investigate the use of Substantial Shareholding Exemptions (SSE) and group structures to help to reduce tax when assets are sold. ● Having an exit plan for your business is now vital. ● When budgetary changes are announced, always review the impact it will have on your business and future plans. ● Hone your cashflow monitoring processes. BEST MOMENTS “It's just about taking professional advice and reviewing your estate, and your medium-term plans.” “I'm a strong advocate of the 13-week rolling cash flow forecast.” “Leverage technology to make life as easy as possible.” “There wasn't actually an increase in capital gains tax rates for residential landlords.” “Restructuring into a group is worth considering. “ “They've got to find that money personally to pay the tax, even though the asset they're inheriting is a company.” “Sophisticated planning can be put in place to significantly reduce your capital gains tax bill.” EPISODE RESOURCES https://www.linkedin.com/in/alex-norian-fcca-a6b595168 https://iwnaccountancy.co.uk ABOUT THE HOST David Roberts is a highly regarded CEO, mentor, and investor with 30 years of experience across multiple sectors. As an intrapreneur and entrepreneur, David has bought, grown, started and sold several businesses, working with values-driven start-ups, award-winning SMEs, and multinational corporations on strategies for service excellence, leadership, and profitable growth. David’s passion is for purpose and creating an environment where everyone can succeed, through building teams that get things done, execute on their mission with passion, deliver exceptional service and really make a difference. CONTACT METHODS LinkedIn - https://www.linkedin.com/in/david-roberts-nu-heat Facebook - https://www.facebook.com/DavidRobertsPeopleWithPurpose David’s Facebook - https://www.facebook.com/dave.roberts.5076798 Instagram - https://www.instagram.com/davidcroberts_ Email - [email protected]

In this episode, David explains how to present and speak with confidence at meetings, a skill that anyone who wants to progress their career or build their own company needs to master.  This highly effective way of communicating also improves how you plan and lead your team in day-to-day settings. David helps owners and leaders to build their business without having to do it all themselves, so that they have a business that is ready to sell when they are ready. To build your business, so it is ready to sell, without the frustration and overwhelm, Download David's Free Guide '3 reasons you will never sell your business and how to fix it FAST!  https://businessbreakthrough.live/3reasons/3-reasons KEY TAKEAWAYS You need to take responsibility for the reactions and decisions people make after they have listened to you. Accept that what you say plays a role in what action they will take. Think of speaking to others as a privilege, something you get to do, rather than have to do. Be creative in the way you communicate. Preparation is essential, think about what you want your audience to know, think and feel.  Be clear in your mind what actions you want them to take after listening to you. What are you trying to motivate them to do? Using the right structure for your presentation is vital. In the episode, David explains how to use the Pentagon model to overcome any doubts your audience may have. Use what-ifs to persuade people of the importance of implementing what you are suggesting. Focus on the outcomes you want. Involve your audience in your presentation. David provides some examples of how to do this. Avoid using accusatory language. The way you pace your delivery matters. BEST MOMENTS “What you're doing with communication is you're helping people to achieve a better state, helping people to learn, helping people to understand.” “It´s not about you, it´s about them (your audience)… see it as an act of service.” “The meaning of your communication is the response that you get.” “Use examples in your talk to enliven all senses and then ask questions to empower them.” “In your delivery make sure you are empowering people.” ABOUT THE HOST David Roberts is a highly regarded CEO, mentor, and investor with 30 years of experience across multiple sectors. As an intrapreneur and entrepreneur, David has bought, grown, started and sold several businesses, working with values-driven start-ups, award-winning SMEs, and multinational corporations on strategies for service excellence, leadership, and profitable growth. David’s passion is for purpose and creating an environment where everyone can succeed, through building teams that get things done, execute on their mission with passion, deliver exceptional service and really make a difference. CONTACT METHODS LinkedIn - https://www.linkedin.com/in/david-roberts-nu-heat Facebook - https://www.facebook.com/DavidRobertsPeopleWithPurpose David’s Facebook - https://www.facebook.com/dave.roberts.5076798  Instagram - https://www.instagram.com/davidcroberts_ Email - [email protected]