0:00
The best example I can give is actually from my own life, my own story.
I built a business that didn't depend on me, that had the right people, the right systems, the right structure in place, and I knew that I was building it in order to have freedom.
What I didn't know is the value of that freedom until my wife got diagnosed with stage 4 cancer and I needed to step away from the business and be there for my wife, be there for my kids, be there for my family.
0:30
And it was an incredibly difficult period of my life.
But at that point, I I understood when I was calling in to check in on my team.
Hey, guys, like, what's going on?
You need anything for me?
No, Sam, we got to go take care of your family.
That was when I really understood the value of building a business that doesn't depend on you.
0:56
Welcome to the Well to Lead podcast, where we explore the dynamic relationship between personal Wellness and effective leadership.
Good morning, Sam, Welcome to the Well to Lead podcast, my friend.
1:15
How you doing today, Sir?
Doing well, Bobby.
Glad to be here.
Oh, fantastic, man.
Listen, I have been looking forward to talking with you, Sam.
And I tell you, man, we've had an interesting conversation actually offline and I can't wait for us to learn more about what you're doing in the leadership space.
1:35
So before we get into the meet of today's discussion, man, how about you give us a rundown on Sam and some of the things that you're doing?
I know that you were in Jersey.
You know, we just talked a little bit about that, but maybe tell us a little bit more about Sam.
Yeah, sure.
1:51
So I'm a single dad with two very young daughters, and I recently exited my IT managed services company that I was running for about a decade or so.
And now I'm shifting, you know, with the launch of my recent book, The Liberated Path, I'm shifting more into leadership development, strategic advisory services for small business founders, and creating a community for conscious leaders and entrepreneurs.
2:18
Entrepreneurs man and listen.
So you got some background in dealing with what it takes to run a business.
I want to first of all ask you this.
How did you get started and and get on the path of entrepreneurship?
2:36
You, I know you got into IT space, but how did you, how did you get started, man?
Was it some awakening that you had where you just discovered, Hey, I want to go out on my own and start my own business and all that good stuff.
Yeah, it's a, it's a great question and kind of an interesting story.
2:56
I had my first business when I was 13 years old, actually.
So I come from an immigrant family and we didn't have a lot of money.
There was a time when my family was really struggling and I was looking for ways that I could help them out and help pay for some of the bills.
3:12
And so I remember, you know, being being 13 years old and I was pretty good with with tech and computers at that age.
And I'd asked my mom when I said, mom, you know, can you make an ad in the classifieds paper for me?
He's like, what is it going to say?
And I said, you know, I'll, I'll go to people's homes and offices and I'll ride my bike.
3:30
I'll fix their computers.
And she did that and they started getting calls.
Before you know it, I was riding my bicycle around New York City, you know, Brooklyn and Manhattan, going people's homes and offices and doing computer repair services.
That's how I that's how I first started.
3:45
And I didn't even know what, what a managed services company was at that time.
I didn't know how to write a contract.
I didn't even have a bank account yet.
And by the time I was in high school, you know, 9th, 9th grade, 10th grade, I had seven people working for me.
4:02
So I was sitting in class and getting customer emails and dispatching it out to the text that I had that I had contracted the workout to.
Oh man, that is so cool.
You know what's what's So what's so interesting about what you just shared, Sam is not only the start and how you started at 13 doing this, right?
4:27
But you know, you and I are both from that MSP background, right?
And I know what goes into working with small to enterprise sized businesses and trying to implement IT solutions.
And it's it's it's just Wildman how you started.
4:44
I mean, you started doing this at 13.
What an MSP was, brother.
Yeah, that's crazy.
Dude, because it's, it's, it's a lot that goes into it, right.
And, and for, you know, our audience, you may not know what MSP is, is, is more or less a managed services provider where you provide IT solutions to, to to businesses.
5:12
And that's not a, you know, those are not most of the time transactional sales.
They can take some time and they has a lot to go into it.
So I'll be pressed, dude, 13 yeah, you repaired people's, you know, repairing to helping folks with their computer problems and stuff like that and getting contracts bad.
5:33
That's cool stuff, brother.
That's the way to start.
If you're going to start, start early.
Yeah, and I, you know, I quickly, I quickly realized that, you know, I could make a lot more money if I'm not the one doing doing all the work, right, Right.
And you know, the, the managed services space in particular had an interesting transition over the years, right?
5:55
It, it first started with hourly break fix work, right?
Very similar to traditional consulting or consultants are right by the hour.
And then it, it transformed these fixed fee agreements and arrangements where there's now kind of a win, win situation between the, the customer and the, and the provider.
6:14
And that, that I think is what really attracted me to it.
It's because, you know, if I can do the right stuff for my client and they have less issues and less problems, I actually make make more margin, make more profit.
And that was probably one of the earlier lessons that I that I figured out in business at a very young age.
6:35
Man, that's, that's impressive.
Now, when you started doing this right and you realize, hey, this is a, a legitimate business, what were some of the major challenges or maybe a major challenge that you ran into from a leadership standpoint?
6:52
Because you talked about how you were, you were integrating, you know, other folks into helping you with this.
As you begin to see, I'm on this something, we're building something here, but what was one of one of the major challenges or maybe something difficult that you had to contend with from a leadership standpoint?
7:13
Yeah, great question, right.
And I think that, you know, those leadership challenges for me really came at A at a later point in life, you know, after I was doing that little IT service when I, when I was a kid and went to the military.
And when we came out and started working for an IT company and, and was ACO at another larger IT organization, that was probably my first real stint in, in a leadership executive role.
7:39
And we had, we had a fifty person company at that time, super fast growth and, and I was ACO of that organization.
We had a lot of different moving parts, a lot of different business units.
And, and personally, I had somewhat of a of a crisis in terms of my identity, because I always saw myself as the, the techie, right as like the, the, the guy that could figure figure all out all the technical stuff out.
8:04
But here, you know, I'm in that position.
I was no longer involved in the technology.
I was more involved in things like strategic planning and goal setting and hiring talent management.
And I, I quickly realized it's a very different set of skills, right?
8:22
You, you need to have the, the understanding to read people and to see things, kind of feel them intuitively a few steps ahead, which is not really a, a skill that comes from being very analytical and, and technical.
8:39
And I think that the biggest, the biggest challenges that I had there was really getting out of my own comfort zone and, and stepping in to the role of, of an executive and a leader in a very fast growing organization.
Many lessons that that came from from that experience, which of course I'm I'm I'm happy to share.
9:02
Wow, getting out of your comfort zone.
That's interesting that you mentioned that because that can be a challenge for most people.
How did you, how did you learn how to adapt to this new environment that you were in this new role and still doing the work, but but doing it, you know, uncomfortable, so to speak.
9:35
I think I was, was blessed with certain circumstances early in life, you know, coming from a, from an immigrant family being one of them.
I think the, the adaptiveness was some that I had pretty early.
What I will say though, is I see, I see it as the three CS that really drive success for executives and entrepreneurs.
10:02
One of them is coaching, second is the right content, and the third is community.
And those three CS are paramount to anyone's success.
You got to have the right coaches.
I was, I had amazing coaches early in my in my executive career and as a as a business owner that I worked with.
10:22
I looked at different content that made me think differently and learn new things.
Constantly stimulating my mind and the community was probably the most powerful aspect of my journey because there was a period of my life where my life was really turned upside down.
10:41
And if it wasn't for the the support that I got from my peers in the business community, I probably wouldn't be here today.
Wow, wow, man.
It's powerful.
You mentioned coaching a lot of, lot of entrepreneurs, including myself when I started my first business.
11:07
You, you have this, this eagerness and you know, you have these set of skills that you realize can can help you make money and serve others.
And you don't think about that going into it, that you need coach and you, you have a mindset that maybe I'll just learn on the fly.
11:29
And if there was ever one regret that I have is that I didn't have a coach going in.
I didn't, I didn't, I didn't get a coach until I was in a crisis.
And I, I, I, I regret not looking at coaching earlier to help mitigate and lessen perhaps maybe the mistakes that I made because I didn't know, you know, I was trailblazing.
11:58
I didn't know, you know, I didn't know what, I didn't know.
How, how can, how can someone who's looking to try to move into the space of entrepreneurship?
In your opinion, what's the process that they will need to go through and try to identify a coach?
12:15
And at what stage do you feel like you would need a coach?
Great question.
The earlier the better.
Yeah, there was.
And, and, and honestly, I would say there's different coaches for, for different things.
12:31
It really depends on what you're trying to accomplish.
There's a lot of, there's a lot of coaches out there in the market, theaters, self-proclaimed coaches.
They went and got some ICF certificate.
They're now a certified coach, right.
But you want coaches that have been there and done that and, and have done the thing that you're looking to do, right?
12:49
There was a time that I had a life coach when I was going through some, some life challenges and struggles.
There was a time that I had a marketing coach, I had a video coach, I had a public speaking coach, I had a writing coach.
It really depends.
And, and a good coach is someone that's going to work themselves out of a job eventually, right?
13:08
And typically coaching arrangements last under 12 months.
And so it's not something where you you work with that coach forever and ever.
Usually you'll get to a point where you got what you needed out of that person and I need someone else to help you get to that next level.
13:25
Wow, wow.
Yeah, yeah, that, that's good advice.
Now you were in MSP space, you had this business, this tech business that was doing very well.
Was there, was there a season doing the, the, the time that you were in business that you experience burnout as a as a business, you're wearing so many hats.
13:53
Yeah, most definitely.
You know, I, I always understood this idea that business is really meant to, to set you free and let you do the things you really want to do.
But when you're, when you're a small company, naturally the owner is the operator and the, that operator is wearing a lot of the hats in the business.
14:15
I, I had to learn that I had to hire the right people and I had to hire the right people for the right role at the right time and at different stages of evolution of a company, right.
The people that got you to where you are today aren't the people that are going to get you to where you want to be.
14:31
So you have to be really intentional about that.
And the, there was a good book that that I read from Benjamin Hardy not too long ago was who not how?
And it introduces this paradigm shift of, you know, we're always thinking about, well, how do I solve this problem?
14:50
How do I approach that issue?
But sometimes we don't have the answer.
So being willing to, to put your ego aside sometimes as an entrepreneur, entrepreneur, and understand that there are other people out there that will know how to fix the problem better than I can.
15:07
And I think that that was a pivotal moment in my career as a as a business owner when I started looking for people that were much smarter than me at their, at their jobs, right?
And really giving them the freedom to do the things that they do really well and supporting them and guiding them along the way without having to be the smartest person in the room.
15:31
How do you overcome ego, though?
From, from, you know, I mean, that's the biggest problem really.
It's, it's the, the owner, you know, he, he wants to be the guy and because he is the guy, so he wants to be the guy all the time, right?
Or the guy, he wants to be in charge and he doesn't want to feel like he is incompetent as a, as a business owner.
15:55
So how do you deal with the ego that I'm sure exists and most entrepreneurs when it comes to leveraging the talents of other people?
Absolutely.
It actually.
It actually touches upon a a, a point about identity more than anything.
16:14
And I think the the challenge that many small business owners especially have is their personal identity is wrapped around the business.
That's right.
And that shows up early on in the OR the early stages of the company when I have to be the smartest person, I have to figure it all out, and I have to figure it all out myself.
16:35
It also shows up at the point of an exit.
I know a lot of people that have exited their companies and after they've, they've exited, no matter how successful that that exit was, they have this identity crisis.
Like who am I now that I don't have this company and I'm not the CEO and founder anymore?
16:59
That's it.
And it's a, it's a very important thing to, to understand, especially when you're starting a business as well, is that you know, you're, you're starting a business.
The business is not you.
And the business has to exist as its own entity, right?
17:15
It obviously exists legally as its own entity, right?
If you set up an LLC or an escort, but it has to exist almost energetically as its own entity as well.
You have to be somewhat detached and removed from it.
And then you're able to make decisions objectively and not emotionally, and you're able to allow the business to thrive on its own without you intervening in every single decision and every single approval day-to-day.
17:47
The advice you just share, and I want our audience to really make sure they pay attention to this, especially young entrepreneurs.
What Sam just shared is absolutely so vital that you grasp that insight early on.
18:06
Don't wait until it's too late.
Grasp it early on and understand that there needs to be a separation between who you are and the business because you start a business like most of us do.
18:24
We start a business probably to make a profit and then sell it and you sell it.
What what happens, you know, it's like lose is, is like you lost your best friend or something you need to know going in that there needs to be a separation man.
18:41
And I'm glad that you talked about that.
That is so, so important to learn that lesson upfront.
But what I'll say, Bobby, is that when you don't figure that out early on, years end up going by, right, 10 years, 20 years go by and what happens is that the owner, owner is the operator.
19:04
And they become the most overworked and underpaid employee in their own business, and they are trapped.
Yeah, and what's the whole point of having a business, right?
Why does so many people leave the corporate world and go and start their own company?
19:20
What's the reason, right?
I, I did an event recently in, in California and everybody had a, a slightly different variation of this answer, but it all boiled down to freedom, right?
And if the business isn't giving you that freedom, what's the point of having a business, right?
19:37
Go get yourself a job and work for work for someone else, right?
You'll at least get 2 weeks vacation.
You don't have to think about it.
Yeah, you know, man, I tell you this is just such an interesting conversation with you, man, because I tell you, you've already dropped so much knowledge in a short amount of time.
19:58
But it it it it really bores down my observation to mindset and.
I wanted to ask you your thoughts about how important is mindset and in business and why we need to really understand, have the right perspective on things and have the right mindset.
20:21
Mindset is everything.
Everything comes from having the right mindset.
And the truth is it's a lot of work.
Yeah.
And it's incredibly, incredibly critical, especially for entrepreneurs, because entrepreneurs are are not just responsible for their own time and energy and resources that they're investing into the business, they're responsible for the lives and livelihoods of other people in the organization as well.
20:52
None is responsibility to care.
So having the right mindset to be an entrepreneur in the 1st place and continuously working on it.
You know, I, I, I like to say that it's being willing to look at yourself in the mirror in a way that 99% of people aren't willing to ever do.
21:13
That's true.
And really facing the truth and looking at the, the good, bad and the ugly and then doing something about it, right.
There was a time in my own career that I wasn't a very good, I wasn't a very good leader because I had that, that ego problem, right?
21:28
Where I needed to be the one to make the decision.
I needed to be the one to, to have the final say on something.
And it was a challenge, right?
I think it was that was a period of time where I really experienced that burnout that you asked me about earlier.
And I have to really look at myself and say, is this who I want to be?
21:48
Is this the the entrepreneur that I see myself as, you know, 10 years from now, right?
Who am I growing into and being willing to to choose to step into a new identity of yourself and to make that choice consciously, intentionally, every single day.
22:09
That's right, that's good stuff.
Mindset is everything.
I love it.
Now.
Sam, how did you transition into when you sow your business and you are now working with leaders and working in developing leaders and especially we can all all attest to the fact that you have a passion for entrepreneurs.
22:34
Why focus on leadership?
Because the world needs a new kind of leadership today.
We're living in a time of incredible abundance, and yet so many people are depressed and feel isolated and are struggling.
22:56
Leaders and entrepreneurs have a very unique opportunity to shape what society and culture and the world of business looks like and how it's going to impact and affect people's lives on a very personal level.
23:13
And so for me, you know, my heart and soul have always been in entrepreneurship.
I love working with entrepreneurs because they've got that grit, they've got that grind, they've got that hustle.
They dream big usually, right?
And I love, I love working with people like that and, and helping them really maximize, maximize their potential and build a business that doesn't depend on them, gives them the freedom and, and creates opportunities for other people in their organization and clients that they service.
23:45
The thing that you said, and then I think this is, is probably something that's that's resonating with not just myself, but those that may listen to this this podcast is you, you build a business that gives you the freedom that doesn't control you.
24:06
And there there's a a right type of mindset that is required in order to have something like that, because most of us want to be in charge and make all the decisions.
But we understand that you know, you just on a path to burnout when you focus on trying to be everything to to all but the the the leadership space and understanding that there's a need that exist out there is something that I truly have a passion for myself now.
24:40
How do you think what you do right now impacts and add value to others?
I think the the best example I can give is actually from my own life, my own story.
25:01
I built a business that didn't depend on me, that had the right people, the right systems, the right structure in place, and I knew that I was building it in order to have freedom.
What I didn't know is the value of that freedom until later when my wife got diagnosed with stage 4 cancer and I needed to step away from the business and be there for my wife, be there for my kids, be there for my family.
25:36
And it was an incredibly difficult period of my life.
But at that point, I I understood when I was calling in to check in on my team.
Hey, guys, like, what's going on?
You need anything from me?
No, Sam, we got to go take care of your family.
25:53
That was when I really understood the value of building a business that doesn't depend on you.
It's not so much about having the 10 vacations a year, it's about being there for the really important times when life demands it from you.
26:13
Man, that's powerful and I'm glad, I'm glad you, you shared that with us because life happens, things happen and the, the freedom that you have to be able to address things that come up unexpectedly, it is so vital, man.
26:34
But can you tell us about the, the strategic alignment method?
I know this is something that you have worked on, but I'd like to learn more about that and what that means to or what that would mean to to entrepreneurs.
26:54
Sure.
So after a decade or so of doing business coaching and leadership development, fractional steel work, we're in a lot of different companies.
Over the years, I developed something called the Profit Strategic Alignment Method.
And what it is, it's both the lens and perspective as well as a methodology to integrate the different aspects. 6 domains of a business.
27:22
Every business has these six domains and it's about creating this cohesion, alignment between strategy and execution and human flourishing, not just focusing on the bottom line, profits and dollars that a company makes.
27:39
You know, there's there's companies I've worked with that make a lot of money.
They grow really fast and almost every single person in that business is burnt out, including the owners and the founders.
Yeah.
And so the prophecies you alignment without creating this alignment and and cohesion between people, revenue, operations, finance, innovation and technology.
28:07
Wow, man, that's powerful.
That's all the stuff that we need to know about as well.
I mean that that's those are those are hot pockets right there that you just talked about.
Now you wrote the book The Liberated Path, and I've always, I always like to ask authors, what was the inspiration behind writing the book?
28:37
How did you come up with the title?
So it really started with a letter that I was writing to my daughters after their mother had passed away.
And I've become a single dad, 2 very young little girls.
28:59
And I realized that, you know, when my dad passed, he didn't leave much behind, you know, in the form of a letter or message with her.
And her mother passed.
They didn't leave much behind.
And so I wanted to write a letter to to my daughters just sharing a little bit of my story and perspective.
29:19
And this I started writing.
I just couldn't stop.
And all these different ideas and experiences and wisdom that I have collected over the years.
You started coming out onto the pages and it was a cathartic process.
29:35
And it was also a process in which I also discovered a lot of this integration and alignment between principles and spirituality science like neuroscience and psychology and quantum physics, and tying this all to these business frameworks that I developed over the years.
29:57
And at the I didn't even see all of the connections until I started the process of writing the book itself.
And it all just started coming, coming together.
What's your favorite chapter in the book, man?
Oh man, I would say that if there's if there's any chapter that would be my favorite, it will be Chapter 3.
30:24
And it is about the universal principles.
That is the truth behind it all.
And it's about things like a law of compensation, law of value, law of karma and cause and effect.
And these are the, the principles that, that govern all of our, you know, existence.
30:41
And I dug into ancient manuscripts and the Torah and the Bible and looked into different quantum physics studies that were done in recent years, saw all this.
Like, they all talk about the same stuff, right?
Any, any tradition or culture, They all talk about the same ideas, just through a slightly different perspective in A1.
31:02
So that's probably my personal favorite, favorite chat.
There's a lot of great stuff in the book, right?
It's got to divide up into these 3, three different parts.
The first part is, is all about disillusionment.
And the second part is about is about understanding yourself more things like, you know, emotional regulation and the importance of that and strategies on how to do that.
31:28
And the third party goes into the the framework, the the profit strategic alignment method.
That's that.
Sounds like I got to get that book.
Hey, I always like to find out about this too, man.
Now you published when?
When did you publish this?
How?
How long has it been out?
31:45
So it came out at the end of June of this year.
OK, OK, so the end of June.
Now, has there been a time since the book has been published that you go back and read the book yourself and find new discoveries or thank you?
32:09
Is that is that?
Does that did that happen to you?
All the time, all the time.
And and you know, it's, it's funny as that, like I get, I get feedback from some of the readers out there, right?
And they're like, oh, I'm loving the book, but it's not like, it's not like an easy reader.
32:26
I can just sit down and go through it in a couple hours.
Like I have to keep rereading it, right.
And it's like at the end of every chapter, there's these reflective questions that make you really think deep and hard about who are you and, you know, what are you doing here?
What is your life really about?
32:43
And so every time you go back to it, yeah, you kind of discover a a new piece of yourself along the way.
Oh my gosh, I love it.
I love.
And I asked that question, man, because I, I wrote a small book about a year ago about my weight loss journey.
And I think that's the power of writing a book and pouring your heart into it because there's the book is not only helping other people, but it's still helping you.
33:10
You wrote it.
That's, that's the power of literature, man.
That's the power of putting your thoughts and your your, your beliefs and things of that nature on paper.
That will help actually, you know.
33:27
Yeah, absolutely.
Totally agree with you.
That that I love it man.
The if there was one master big idea, you're talking to another leader and you're saying, hey, Bobby, this book is good for you to read because of what?
33:50
What's the what's the big idea that can be extracted?
And one sentence that could tell me, hey, go get this book.
You owe it to yourself and the world to become a liberated leader.
34:13
Love it, liberated leader.
Because you know, it shows up in so many ways in so many aspects of life, right?
You know, if you have kids and you're a parent, right?
You're, you're in a leadership role.
34:29
It doesn't matter if you're an entrepreneur, if you have, you have family, you're in a leadership role and it doesn't matter, you know, if you're a husband or a wife, you are leading regardless.
You're leading in relationships.
You're, you're leading in social circles.
You're, you always have this opportunity to, to lead and bring something of value and, and, and brace people up, right, to, to maximize their potential.
34:52
People need people at the end of the day, right?
We can't go through life and in isolation.
It's, it's not meant to be that way.
And so the more we can invest in in ourselves as entrepreneurs and leaders, the more we can shape the world that it's going to be there tomorrow for our kids that are that are growing up with that in the next generation.
35:14
That's good stuff.
Are you doing anything in addition to, you know, obviously we've we've been talking a little bit about the book.
Sounds like it's a must read.
Go get it folks.
If you're hearing this podcast, go check it out.
35:30
I'm going to get me a copy.
The I guess, I guess maybe another question or thought process that kind of ties into the book is are you doing anything from a coaching standpoint or helping people consult with them that they, because you've been successful in the business, you've done a lot of great things.
35:52
Now you have the book, but is there anything paired with that that you would like to to maybe mention to us?
Yeah, absolutely.
So scale right Partners is offering strategic advisory and consulting services to certain businesses out there focused primarily on service based businesses that are under $10 million in revenue.
36:13
And we're working with the leadership teams and the founder entrepreneur themselves directly to build a Better Business that doesn't depend on them and implement a lot of the frameworks and tools that that I've mentioned in the professor strategic learning method.
Scale Right Academy, which is a three month group coaching intensive where we get a bunch of entrepreneurs together through virtual sessions and we work hands on on their businesses and implementing things like the right goal setting methodologies, the right performance compensation structures, strategic planning, all things revolving around business management frameworks.
36:55
And then we have Scale Right Collective, which is a virtual community.
Initially, you're probably going to be doing some in person events as well.
It's a virtual community for entrepreneurs and founders that are focused around building a Better Business and our conscious leaders.
37:13
Man, well, you got a lot of resources for us to tap into.
Sam certainly sounds like a lot of value add that you bring into the marketplace now before we get ready to wrap up.
And I'm sure people can get your book from Amazon.
37:29
I'm sure you have it in Amazon, maybe some other places always like to have a guest to maybe leave us with some some words of wisdom, some, some, some, some golden Nuggets that we can extract.
37:45
And you've already did that.
You've already given us so much.
But if there was sort of like a parting gift that you could leave us with today, what would that?
What would that be?
I'll actually leave leave a couple of points here for for the listeners Time.
38:03
Time is a very abstract concept and what people don't realize when they're rushing through life the way that I did, that we live our life as if we're never going to die.
And when we're dying, we realize we never actually lived.
38:22
But you got to slow down, and you got to slow down fast.
You got to really look at what it is that you're doing and why you're doing it and be intentional about it.
Nice, nice.
That's a great way for us to cap today's episode, Sam.
38:39
But listen, man, thanks again for taking time out of your busy schedule to come on the show today.
We've thoroughly enjoyed our discussion and I'm sure our audience is going to certainly benefit from some of the things that you've shared with us today, Man, I had a great time talking to you, man.
38:58
Likewise, Bobby.
Thanks so much.
Appreciate it.
Fantastic.
Well, listen folks, that's all we have for you guys today.
We certainly appreciate you tuning in, but until next week, you guys take care and bye bye.