Summary In today’s conversation, Tom Delanoy shows how modern leadership blends culture, clarity, transparency, and data. Long before AI tools improve efficiency, leaders must establish alignment, trust, and communication. This episode gives SMB and nonprofit leaders a simple roadmap for improving decision-making — by first strengthening the foundations of culture and people. Top 3 Takeaways 1. Culture is a strategic engine, not a perk. “Free donuts only go so far.” Intentional recognition and authentic connection drive retention and performance. 2. Balance your three stakeholders. Leaders must serve team, clients, and candidates — creating stability in relationships and delivery. 3. Hire proactively — not reactively. “Good companies should try to make space when they can.” Strategic talent decisions lead to better long-term outcomes. Key Quotes • “Good companies should try to make space when they can.” • “It’s a three-legged stool for us.” • “Free donuts only go so far.” • “Leadership is about transparency during tough seasons.” Episode Chapters 00:00 — Welcome 01:32 — Culture over perks 04:05 — Building meaningful engagement 07:40 — Leadership lessons from sports 09:52 — Strategic hiring during growth 12:21 — The Three-Legged Stool (people/clients/candidates) 14:50 — Transparency that builds trust 17:10 — Systems and customer experience 19:00 — Final takeaway Guest Bio Tom Delanoy, Partner & COO – Thomas Edwards Group Tom has led the operational and cultural strategy for one of Dallas’ top recruiting firms. With a background in accounting, leadership, and organizational development, Tom brings a grounded perspective on how transparency and culture enable better decision-making. 🔗 Website: https://thomasedwards.com 🔗 LinkedIn: https://www.linkedin.com/in/tomdelanoy Call to Action – Guest Tom invites leaders seeking hiring support or cultural alignment guidance to connect: 📧 tom@thomasedwards.com 📞 214-466-2620 🌐 https://thomasedwards.com Call to Action – Podcast If today’s conversation sparked ideas, subscribe on your favorite podcast platform. And if you want clarity in your IT strategy, cybersecurity posture, or AI readiness, connect with The Fulcrum Group → 👉 https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 🔖 Suggested Hashtags #TalkToTh3Doc #LeadershipPodcast #DFWBusiness #AILeadership #ITStrategy #ManagedITServices #SMBLeadership #CultureAndLeadership #HiringStrategy #CybersecurityDFW #STARpowerFramework #SPOTManagedIT

🩺 Reason for the Appointment A clear, human-centered conversation about the trust breakdown affecting today’s leaders. ⭐ Top Takeaway “We’re in a crisis of trust.” — Hanna Bauer Today’s leaders are “building the plane while flying it,” dealing with hybrid complexity, high expectations, and digital overwhelm. Trust is the first casualty. Compelling Question: If trust is declining across your organization, what hidden friction or fatigue might it be creating? Promise to the Listener: You’ll learn how trust impacts performance, how leaders can rebuild it, and how human-centered leadership transforms culture, communication, and technology adoption. You’ll also hear a surprising personal story from Hanna that reframes resilience and leadership presence. 👤 Guest Bio Hanna Bauer, Founder & CEO at HEARTnomics™ Enterprises Hanna Bauer is an award-winning leadership strategist known for helping organizations strengthen trust, alignment, and engagement. As the CEO of HEARTnomics™, she blends operational excellence with human-centered tools to help executives navigate change without burning out their people. A Lean Six Sigma Black Belt, Maxwell Leadership Coach, and survivor of a pioneering heart procedure, she brings clarity, compassion, and data-driven insight to every conversation. 📊 Vitals (Statistics & Metrics) Key data referenced in this episode and why it matters: • 61% of employees report digital communication fatigue → Hybrid + tech overload reduces engagement and innovation. • Only 16% of organizations see sustainable results from digital transformation → Tools fail without culture readiness. • Organizations with strong alignment see 22% faster adoption of new tools → Trust speeds up ROI. • A well-run change management plan can return $6.50 for every $1 invested → Leadership clarity = financial performance. 🏥 Medical History (Summary) This episode centers on how trust is eroding inside today’s hybrid workplaces—and how leaders can restore clarity, connection, and meaning. Hanna shares practical tools that help executives drive cultural health and operational excellence. 🔎 Exam (Chapters & SEO-Optimized Topics) 00:00 — Introduction • Why trust is now the #1 leadership asset 01:33 — The Crisis of Trust • Identifying the early warning signs • How trust affects IT adoption, security, and culture 03:58 — Hybrid Work & Human Connection • The gap between communication and connection • Why digital convenience often undermines team belonging 04:21 — "The Tool Is for the Human" • Human-centered IT strategy • How STARPower aligns people, process, and tools 08:19 — Communication Overload • Email, Teams, chat, noise • How overload reduces creativity 20:47 — AI, Automation & Humanity • What machines can’t replace • The importance of meaning-making and empathy 31:04 — People Readiness • Preparing humans—not just systems—for change 37:47 — Six Sigma Meets Leadership • Process improvement for humans and systems Resources Mentioned • HEARTnomics Assessments – https://heartnomics.com/assessments • Hanna’s LinkedIn – https://linkedin.com/in/bauerhanna • HEARTnomics YouTube – https://www.youtube.com/@heartnomics 📞 Guest CTA Connect directly with Hanna Bauer: 📧 hanna@heartnomics.com 📱 678-978-2356 🌐 https://heartnomics.com/assessments 🔗 https://linkedin.com/in/bauerhanna 🎧 Podcast CTA Subscribe on your favorite platform → 🎧 Apple Podcasts | Spotify | iHeartRadio | PocketCasts | Amazon Music Explore more episodes → 🌐 https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ Contact The Fulcrum Group: 📞 817-337-0300 🌐 https://www.fulcrumgroup.net 📧 sales@fulcrumgroup.net | thedoctor@fulcrumgroup.net 🔗 LinkedIn Business: The Fulcrum Group, Inc. 📺 YouTube: The Fulcrum Group YouTube 🐦 X: @TheFulcrumGroup 📘 Facebook: The Fulcrum Group, Inc. 📸 Instagram: TheFulcrumGroupInc

Top Takeaway “Find a trusted advisor.” — Dr. Mike Saylor Cybersecurity maturity is built over time. Leaders who treat cyber as a trade — not a job title — will build stronger, safer teams. Guest Bio Dr. Mike Saylor is CEO of Blackswan Cybersecurity, Professor and Program Director at Weatherford College, and Healthcare Sector Chief for FBI InfraGard North Texas. He specializes in talent development, risk awareness, and practical cybersecurity leadership for SMBs and public-sector organizations. Vitals (Key Metrics) Less than half of businesses survive severe cyber incidents. Cyber roles are underfilled nationwide, especially in the DFW area. Experience outweighs credentials in preventing cyber failures. These metrics highlight why leaders cannot rely on hiring alone — they must invest in mentorship, structure, and partnership. Medical History (Summary) This episode breaks down why cybersecurity hiring is failing—and how leaders can build practical, sustainable cyber readiness through mentorship, strategy, and trusted partners. Exam (Detailed Episode Outline with Timestamps) (See timestamp list above; same list included for Apple/Spotify format.) Treatment Plan (Links Mentioned) Blackswan Cybersecurity: https://blackswan-cybersecurity.com/ NICE Workforce Framework Fulcrum Group IT Strategy & Cybersecurity Services: https://fulcrumgroup.net CTA – Guest 📧 Email: msaylor@blackswancybersecurity.com 🔗 LinkedIn: https://www.linkedin.com/in/misaylor/ Podcast CTA 🎧 Subscribe anywhere: https://pod.link/1807560282 🌐 Show page: https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 🔍 TOP SEO HASHTAGS (20) #TalkToTh3Doc #CybersecurityDFW #CyberTalent #ManagedITDFW #CyberWorkforce #CyberReadiness #DFWBusiness #KellerTexas #RiskManagement #ITLeadership #STARpower #SPOTManagedIT #CyberStrategy #SMBLeadership #CyberSkills #CyberEducation #DFWTechnology #BusinessContinuity #CISv8 #LeadershipInsights

Is AI improving your business—or just adding noise? In Episode 122 of Talk To Th3 Doc, host Steve “The Doctor” Meek sits down with Borja Cuan, Co-Founder of Four15 Digital, to explore how AI, authenticity, and leadership collide in today’s SMB marketing world. If you're a business leader in DFW, this episode gives you the practical, people-focused roadmap for blending automation with human judgment—without losing trust, quality, or your culture. ⭐ GUEST Borja Cuan – Co-Founder, Four15 Digital 🔗 https://www.linkedin.com/in/borjacuan 🌐 https://www.four15digital.com ⭐ TOP TAKEAWAY “Don’t rely on AI solely.” Your strategy needs humans, clarity, and leadership—not just algorithms. ⭐ WHY THIS EPISODE MATTERS AI is accelerating the speed of business, but the winners in 2025 will be the organizations who combine tech, empathy, and smart processes. This episode gives SMBs actionable insights to lead technology intentionally—not reactively. Perfect for SMB owners, nonprofit leaders, healthcare admins, and local government decision-makers across Keller, Tarrant County, and the greater DFW region. ⭐ TIMESTAMPS 00:00 — Opening and episode overview 02:53 — The state of digital advertising in 2025 05:57 — CAC, ROAS & what SMBs must measure 12:05 — Moving from tactics to strategy 18:04 — Budgeting for marketing that works 20:54 — Using AI responsibly in marketing 27:30 — “We can scale testing velocity.” 35:25 — How turnover impacts growth and culture 44:11 — Leadership lessons from agency life 53:51 — “Enjoy the journey, not just the destination.” ⭐ MENTIONED RESOURCES • The Advantage – Patrick Lencioni • Measure What Matters – John Doerr • The Pumpkin Plan – Mike Michalowicz • The Phoenix Project – Gene Kim • Fulcrum STARPower Framework → https://www.fulcrumgroup.net/starpower-framework/ ⭐ CALL TO ACTION (GUEST) Get a free audit of your digital marketing programs: 📧 podcasts@four15digital.com 🌐 https://www.four15digital.com ⭐ CALL TO ACTION (THE FULCRUM GROUP) 📅 Need an IT or cybersecurity strategy that supports your growth? Book your consultation → https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 🎧 Subscribe for more insights: https://pod.link/1807560282 🔔 Don’t forget to like, comment, and follow our channel! ⭐ HASHTAGS (SEO Optimized) #TalkToTh3Doc #AIMarketing #AuthenticLeadership #DFWBusiness #ManagedITServicesDFW #CybersecurityDFW #DigitalStrategy #SMBLeadership #MarketingROI #STARPowerFramework #NoITJerks #FulcrumGroup #AIForBusiness #DataDrivenLeadership #TestingVelocity #BusinessCulture #ContinuousImprovement

Cyber threats are rising, and new government mandates like CMMC are changing how small and mid-sized businesses, nonprofits, and local governments must protect sensitive data. In this episode, Steve “The Doctor” Meek sits down with Brian Guenther, CISSP & CCP, President of Exceed Cyber & Compliance, to explore how compliance builds trust, opens opportunity, and keeps organizations competitive. 💡 Top Takeaway “Adopt a risk-first mindset.” – Brian Guenther Compliance isn’t just paperwork—it’s protection. Brian reveals why leaders who treat compliance as a strategic investment outperform those who treat it as red tape. Listen in to learn: how CMMC helps organizations avoid misinformation, gain contract eligibility, and build customer trust—all without breaking the bank. 👤 Guest Bio Brian Guenther, CISSP & CCP, President at Exceed Cyber & Compliance. Brian leads a cybersecurity and compliance consultancy helping government contractors and regulated businesses meet frameworks such as CMMC, DFARS, SOC 2, ISO 27001, and FTC Safeguards. With 15 years of experience, he simplifies complex regulatory requirements into practical, cost-effective security strategies that align with business goals. ❤️ Vitals (Statistics & Metrics) • 300,000+ defense contractors must meet CMMC requirements (DoD source) → underscores the massive market impact. • Texas Cyber Command established ($345.2 M funding) → state-level push for stronger public sector cybersecurity. • TX-RAMP and SB 2610 Safe Harbor Law → Texas organizations gain legal protection if they meet recognized security standards. 🩹 Medical History (Summary) This episode demystifies CMMC and compliance, helping SMB leaders and public officials see cybersecurity as a business advantage instead of a burden. Brian and Steve discuss the real costs of inaction and how a risk-first approach builds trust, reduces risk, and fuels growth. 🔬 Exam (Description & Chapters) 00:00 – Introduction What CMMC is and why it matters to more than just defense contractors. 02:31 – Misconceptions About Compliance Why most leaders think it’s technical when it’s actually documentation and discipline. 07:35 – Hidden Risks Stories of supply-chain vulnerabilities and how a single weak link can compromise national security. 14:20 – Compliance Creates Opportunity How organizations gain contracts and partnerships through certification. 18:28 – Ongoing Maintenance Why compliance is a continuous cycle of improvement, not a one-time project. 22:08 – Texas Cyber Command & Safe Harbor Laws How state policies mirror federal compliance models. 25:38 – Why the DoD Created CMMC Real-world breaches and the national security wake-up call. 34:12 – CIS Controls & Implementation Groups Roadmap for SMBs to start small and scale securely. 41:09 – Strategic Weight of Compliance Certification as a business requirement and competitive edge. 58:30 – Final Prescription “Get with a real CMMC doctor.” 💊 Treatment Plan (Resources & Links Mentioned) • Exceed Cyber & Compliance – CMMC and risk management services • CMMC Model Overview – U.S. DoD • Exceed Cyber Blog: Managed Compliance & CMMC • Related Talk To Th3 Doc Episodes: o Turning IT into Business Outcomes with Luis Giraldo – Ep. 116 o Hidden Risks & Blind Spots in Your IT Strategy 📞 Call to Action – Guest Connect with Brian Guenther for CMMC guidance and compliance readiness: 📧 brian@exceedcyber.io 🌐 www.exceedcyber.io 🔗 LinkedIn 📞 240-377-0504 💬 Podcast Call to Action 💻 Visit our podcast hub to book your consultation or explore past episodes: https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 🎧 Listen on: Apple Podcasts | Spotify | iHeartRadio | PocketCasts | Amazon Music 🌐 Explore More Episodes: Talk To Th3 Doc Podcast | The Fulcrum Group, Inc. 📩 Email Steve: thedoctor@fulcrumgroup.net 🔗 Connect on LinkedIn: https://www.linkedin.com/in/stevemeekcissp/

💡 Top Takeaway “Are we taking risk?” — Andrew Morgan Every business takes risk. The confident ones measure it. In this episode, discover how to transform compliance and culture into competitive advantage through intentional leadership. Promise: You’ll walk away knowing how to evaluate risk tolerance, prioritize cybersecurity investments, and align technology to your business strategy. 👤 Guest Bio Andrew Morgan, Founder of Right of Boom and Host of The CyberCall, is a longtime cybersecurity advocate helping IT service providers and business leaders build stronger, safer organizations through proactive leadership and accountability. ⚙️ Vitals (Key Metrics) 68% of SMBs suffered a cyber incident last year — leadership readiness remains the weakest link. 92% of breaches involve human error or misconfiguration. Every hour spent in proactive security exercises can save 40 hours in downtime during an incident. 🩹 Medical History (Episode Summary) Andrew Morgan joins Steve “The Doctor” Meek to diagnose one of the most common business blind spots — leadership disengagement from cybersecurity. Together, they outline practical steps for SMBs to build confidence through awareness, accountability, and AI readiness. 🔍 Exam (Detailed Description) Episode Chapters & Highlights 00:00 — Welcome & introduction to Andrew Morgan and Right of Boom 03:09 — “Are we taking risk?” — framing risk as a leadership responsibility 14:45 — “Compliance rolls downhill” — the executive’s role in governance 20:35 — Building a security-first culture with STARPower principles 26:46 — Tabletop testing and practical cybersecurity drills 47:59 — Budgeting for preparedness in DFW businesses 01:01:09 — “AI is right all the rage” — understanding the dual role of AI in cybersecurity 01:03:27 — Key takeaway: be intentional, not reactive 💊 Treatment Plan (Resources & Mentions) Right of Boom Podcast & Conference The CyberCall Community Fulcrum Group Cyber Risk Report Related Episodes: Ep.116 – Turning IT Into Business Outcomes w/ Luis Giraldo Ep.117 – The Leadership Mindset for Growth w/ Mark McIntosh 📞 Guest Call to Action (CTA) Andrew invites leaders to join The CyberCall community and start weekly conversations that turn risk into readiness. 🔗 https://thecybercall.com

Guest: David Setzer, Founder & CEO at Mailprotector Episode: Talk To Th3 Doc — Ep. 120 Why it matters: Email fuels your business—and it’s also the top lane for Business Email Compromise (BEC) and ransomware. In this episode we make Zero Trust for the inbox simple and usable for SMBs, local government, and nonprofits. What you’ll learn Why “90% of cyber attacks use email” should change how you approve invoices and vendor changes How Zero Trust shows up in Microsoft 365 (MFA, Conditional Access, DMARC, least-privilege) A calm, first-hour response plan that stops wire fraud and account takeover Timestamps 00:00 Welcome & stakes for SMB leaders 03:10 The “crazy ex-spouse” inbox analogy (memorable risk frame) 04:35 The stat: 90% of attacks use email 14:25 Zero Trust for email—what it means in practice 23:05 BEC & invoice fraud: how the scam actually unfolds 27:24 “We have to change the economics” of attacks 31:50 Why this is easier now (tools + process) 56:50 Building a smart stack (M365 + specialized controls) & takeaways Connect with David: https://mailprotector.com Subscribe & listen to all episodes: https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ | Podcast feed: https://pod.link/1807560282 Work with The Fulcrum Group (DFW): Want a quick Inbox Health Check (DMARC/MFA/risky forwards) or a First-Hour Runbook you can follow under pressure? We’ll do it the No IT Jerks way—clear, practical, and business-first. 👍 Subscribe, leave a comment, and share with another leader. Keywords: Zero Trust email, BEC prevention, ransomware, Microsoft 365 security, DMARC, MFA, inbox security, SMB cybersecurity, DFW MSP, invoice fraud, phishing defense

🎧 In Episode 118 of Talk To Th3 Doc, host Steve “The Doctor” Meek sits down with staffing strategist James Bier to tackle one of the biggest challenges facing today’s SMB leaders — the 42-day hiring drag and the hidden costs that come with it. From AI-generated resumes that blur candidate quality to LinkedIn networking that opens new recruiting pipelines, this episode unpacks how proactive hiring strategies can help SMBs stay competitive, protect productivity, and strengthen culture. 💬 Top Takeaway: “Proactive hiring strategies are essential.” – James Bier If your organization struggles with staffing gaps or slow recruiting processes, this conversation will help you rethink how to find and retain great people before vacancy costs start adding up. ⏱️ Timestamps & Key Highlights: 00:00 – Intro: Why hiring delays cost more than you think 02:54 – The current state of staffing and recruitment 05:48 – How SMBs can build proactive hiring pipelines 09:03 – Leveraging LinkedIn for talent networking 14:56 – Why job postings alone don’t work 17:46 – AI-generated resumes: benefit or barrier? 20:46 – The hidden cost of vacancy and productivity loss 26:59 – Career growth and employee retention strategies 37:20 – Remote vs. in-office: the modern workforce balance 56:17 – Interviewing for coachability and long-term fit 💼 Guest Bio: James Bier is a staffing and recruitment strategist who helps organizations transform how they hire and retain talent. With over two decades of experience in staffing and workforce solutions, James has worked with leaders to build scalable recruitment strategies, strengthen culture, and improve overall productivity. 🔗 Connect with James on LinkedIn: https://www.linkedin.com/in/jamesbier/ 🌟 Why This Matters for SMBs It takes an average of 42 days to fill a key role — and the cost of vacancy can exceed $30,000 in lost productivity. AI resumes are reshaping the hiring landscape — but not always for the better. LinkedIn networking and proactive recruiting outperform job boards in both quality and speed. SMB leaders must treat hiring like business development — build relationships before they’re needed. 🚀 About This Episode This episode dives deep into the intersection of technology, staffing, and leadership—and how small to mid-sized businesses can apply Fulcrum’s proactive mindset to their hiring and operations. At The Fulcrum Group, we help DFW organizations align their technology with business goals through SPOT Managed IT Services and the STARPower framework—a proactive, strategic approach to IT and process improvement. Just like in staffing, our philosophy is simple: Don’t wait for something to break to start fixing it. 🔗 Links & Resources 🎧 Listen to more episodes: https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 📺 Watch the full playlist: Talk To Th3 Doc YouTube Playlist 📩 Subscribe for updates: https://pod.link/1807560282 💼 Connect with Steve: https://www.linkedin.com/in/stevemeekcissp/ 🔑 Suggested Hashtags: #TalkToTh3Doc #DFWBusiness #ManagedITServices #StaffingChallenges #HiringDelays #AIResumes #LinkedInRecruiting #CostOfVacancy #SMBLeadership #RecruitmentStrategy #FulcrumGroup #NoITJerks #ITLeadership #SMBTech #TechnologyStrategy

In this episode, Steve “The Doctor” Meek welcomes Mark McIntosh, Founder & CEO of RevGrow, to explore how SMB leaders can move beyond random referrals and build a consistent growth engine. They unpack the power of LinkedIn, how to nurture referral partners, and why personalization is the edge that wins almost every time. Top 3 Takeaways: Referrals aren’t enough – 68% of SMBs struggle with lead generation because they rely too heavily on chance. LinkedIn dominates B2B – 80% of B2B social leads come from LinkedIn, making it the most powerful platform for SMB growth. Personalization wins – Cookie-cutter outreach fails. Leaders who tailor their messaging build trust and accelerate results. Key Quotes: “Identity is wrapped up in the business.” “LinkedIn is the number one platform for B2B.” “Personalization wins almost every time.” Guest Bio: Mark McIntosh is the Founder and CEO of RevGrow, a LinkedIn-focused lead generation agency that helps B2B service firms generate consistent pipelines of high-value clients. A CPA-turned-marketer, Mark has spent more than a decade showing business leaders how to unlock growth by building meaningful conversations that lead to revenue. Guest Contact: 🌐 www.revgrow.com 📧 mark@revgrow.com 📞 972-998-5132 Fulcrum Group Contact / CTA: Ready to move past referrals and random fixes in IT? At The Fulcrum Group, we help SMBs across DFW grow with smarter technology strategy, our STARpower IT framework, and our promise of No IT Jerks. 👉 Learn more & schedule a consult: https://www.fulcrumgroup.net/ ✅ Suggested Hashtags & Tags YouTube Tags: Talk To Th3 Doc, Fulcrum Group, Steve Meek, Mark McIntosh, RevGrow, LinkedIn marketing, B2B lead generation, SMB business growth, referrals vs pipeline, DFW business podcast, Managed IT DFW, STARpower IT framework, No IT Jerks Hashtags: #TalkToTh3Doc #FulcrumGroup #DFWBusiness #SMBLeadership #LinkedInMarketing #B2BLeadGen #PodcastInsights #ManagedIT #NoITJerks

🎧 In Episode 116 of Talk To Th3 Doc, Steve “The Doctor” Meek sits down with Luis Giraldo, Chief Evangelist at ScalePad, to discuss how SMB leaders can stop treating IT as a cost center and start using it as a growth engine. 🔥 Top Takeaway: “Only 15% treat IT as strategic.” Most SMBs still see IT as overhead. Luis shares how to reframe IT as a business outcomes partner. 📌 What you’ll learn in this episode: • Why 85% of SMBs miss the mark by treating IT as overhead • How to measure IT success by outcomes, not tickets • Customer success vs. customer service – the real difference • The role of onboarding in long-term loyalty • How AI and automation help SMBs stay proactive • Why innovation and curiosity matter for scaling firms 💡 If you’re a Dallas-Fort Worth SMB leader, nonprofit, or local government executive, this episode will help you rethink IT as a driver of strategy, not just support. 📚 Resources Mentioned: • Principles by Ray Dalio • Same as Ever by Morgan Housel • ScalePad: https://www.scalepad.com 🔗 Connect with Luis Giraldo: LinkedIn: https://www.linkedin.com/in/luisgiraldo Email: luis.giraldo@scalepad.com 👨‍⚕️ About Talk To Th3 Doc Hosted by Steve “The Doctor” Meek of The Fulcrum Group, Inc., this podcast helps SMBs, nonprofits, and local governments in DFW align technology with business outcomes. From STARpower™ roadmaps to “No IT Jerks” culture, Fulcrum Group makes sure your technology strategy drives growth, not frustration. 🌐 Learn more: https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 🎧 Listen on your favorite platform: • Apple Podcasts • Spotify • iHeartRadio • PocketCasts • Amazon Music 👉 Like this episode? Watch more from the playlist here: 📺 Talk To Th3 Doc: Smart IT Strategies for SMBs & Local Leaders 🎧 Subscribe to the podcast on any platform → https://pod.link/1807560282 🏷️ YouTube Tags / Keywords Talk To Th3 Doc, Steve Meek podcast, Luis Giraldo, ScalePad, Managed IT Services DFW, IT strategy for SMBs, IT outcomes vs tickets, proactive IT support, customer success vs customer service, STARpower IT framework, Fulcrum Group Keller TX, business IT strategy, SMB technology leadership, AI in IT, innovation for SMB growth, DFW SMB podcast, local government IT support

Top Takeaway “Lead by example; it speaks volumes.” Are you leading in a way your team can follow—or just telling them what to do? In this episode, you’ll learn how customer service, communication, and leadership intersect in 2025. Expect insights that will help you evaluate your own habits, connect more deeply with clients, and build stronger teams. Guest Bio Jose Duarte, CCIM – Commercial Real Estate Professional at Coldwell Banker Commercial Jose advises clients on relocations, acquisitions, dispositions, investments, and developments across the Dallas–Fort Worth market. With decades of experience in real estate and deep community involvement, he blends practical business savvy with a people-first approach. Outside of work, he is active in his community with his wife and two teenage children. Vitals (Metrics That Matter) • 80–85% satisfaction in retail/e-commerce and 79% in banking — signals how service standards shift by sector. • Cap rates above 8% — key real estate trend influencing client decision-making. • Better occupancy in office markets — showing resilience post-pandemic. Why it matters: These numbers illustrate how customer expectations and business conditions keep evolving, demanding stronger communication and leadership. Medical History (Summary) Customer service isn’t just a smile—it’s a strategy. This episode unpacks how SMBs and leaders can build loyalty, foster communication, and stay ahead in a transactional world. Exam (Chapters & Highlights) • 00:00 – Introduction: Why customer service is the heartbeat of business • 02:59 – Experience matters: turning interactions into loyalty • 05:59 – Metrics that reveal the real story • 08:56 – Dealing with attrition and change • 11:55 – Effective communication strategies • 14:46 – Leading by example in service and leadership • 17:45 – Building long-term client relationships • 20:42 – The art of selling and consulting • 23:37 – Self-assessment and team strengths • 35:53 – SWOT analysis for personal and business growth • 39:03 – Vision, team engagement, and influence of spouses in decisions • 43:01 – Balancing strengths, weaknesses, and peer learning • 53:30 – Empathy and understanding perspectives • 56:15 – Key takeaways on self-assessment and leadership Treatment Plan (Resources & Prescriptions) • Gallup CliftonStrengths Assessment – framework for self-assessment and leadership. • Serve in a nonprofit – Jose’s personal prescription for leaders to gain perspective. Call to Action (Guest) Connect with Jose Duarte: 📞 Phone: 972-885-8180 📧 Email: southwestrealtytx@gmail.com 🌐 Website: orioncrg.com 🔗 LinkedIn 🔗 Facebook Podcast Call to Action 👉 Don’t miss an episode of Talk To Th3 Doc. Subscribe on your favorite platform: Apple Podcasts | Spotify | iHeartRadio | PocketCasts | Amazon Music 💻 Explore more episodes: Talk To Th3 Doc Podcast 📩 Email Steve: thedoctor@fulcrumgroup.net 🔗 Connect with Steve on LinkedIn Glossary • Cap Rate – A measure of real estate return, higher indicates riskier investments. • Attrition – Loss of clients or employees over time. • SWOT Analysis – Strengths, Weaknesses, Opportunities, Threats; a strategic planning tool. Keywords & Hashtags customer service, leadership, communication, loyalty, business growth, DFW real estate, client relationships, SMB success, executive leadership, team development, community service, business strategy, customer experience, metrics that matter, SWOT analysis, trust in business, continuous improvement, employee engagement, repeat business, service culture

💡 Top Takeaway “If you know your numbers, you know whether you’re winning.” ❓ Are you flying blind in your sales process? 👉 If you're an SMB owner still relying on gut instinct instead of metrics, this episode is your wake-up call. Learn how to build a scalable, predictable sales machine — and what your numbers are really telling you. 👤 Guest Bio Joe English, VP of Member Success at TruMethods. With decades of leadership in sales operations, Joe has helped thousands of MSPs and tech firms build better sales processes and outcomes. At TruMethods, he helps members transform from reactive selling to proactive sales performance. He’s a passionate advocate for building structure, measuring success, and developing a winning culture. 📊 Vitals • 98% of companies don’t use a sales playbook → Chaos instead of consistency. • $1M+ MRR growth possible by reviewing your sales funnel, according to Joe’s clients. • Win Rate Math: Track inputs (calls), conversions (appointments), and close rates — or risk guessing. • Playbook > Personality: Top sales teams succeed through repeatable systems, not one charismatic closer. 🩺 Medical History (Summary) This episode is a playbook for SMB leaders tired of unpredictable sales. Joe English breaks down the mindset, math, and structure behind sustainable revenue growth — and why “winging it” is not a strategy. 🔍 Exam (Detailed Description) Key Chapters & Topics: • 00:44 – Why 98% of SMBs lack a sales playbook • 04:46 – Systems vs. stars: Why structure wins • 10:13 – The most important sales metrics to track • 19:32 – “You can’t manage what you can’t measure” • 28:14 – How AI supports, not replaces, sales • 31:48 – Data governance and ethical sales enablement • 39:04 – Building a winning culture in your sales org • 44:51 – The real reason your sales lose momentum • 51:34 – “Find a way to win every day.” • 53:06 – How to build scoreboards your team will use 💊 Treatment Plan (Links Mentioned) • TruMethods – Joe’s sales coaching platform for MSPs • Past Related Episode: The Cyber Compliance Checklist with Michael Senkbeil – Ep. 106 📞 Call to Action (CTA) – Guest Joe invites listeners to learn more at trumethods.com and consider joining the community of MSP leaders using structure and coaching to drive performance. 🎯 Podcast Call to Action (CTA) 🎧 Subscribe now on your favorite platform to never miss an episode: Apple Podcasts | Spotify | iHeartRadio | PocketCasts | Amazon Music 💬 Drop us a comment, like the episode, and share it with a fellow leader. 📥 Or request a tech consult from The Fulcrum Group at: 👉 https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 📚 Glossary • MRR – Monthly Recurring Revenue • Sales Playbook – A documented strategy outlining messaging, process, and steps for selling • AI in Sales – Use of artificial intelligence to enhance, not replace, human-led sales efforts • Win Rate – The percentage of deals closed from total opportunities 🔑 SEO Keywords & Hashtags #SalesStrategy #SMBGrowth #SalesPlaybook #SalesMetrics #TruMethods #JoeEnglish #TalkToTh3Doc #FulcrumGroup #SalesSuccess #MSPMarketing #OutsourcedIT #WinningCulture #B2BSales #AIinSales #SalesOperations #ConsultativeSelling #DFWBusiness #LeadershipTips #SalesSystem #TechPodcast #BusinessDevelopment 🏥 Fulcrum Group – Contact Info 📞 Sales: 817-337-0300 📧 Email: sales@fulcrumgroup.net 🌐 Website: The Fulcrum Group 🔗 LinkedIn Business 🔗 YouTube Channel 🔗 Twitter/X 🔗 Facebook 📷 Instagram: @TheFulcrumGroupInc 📨 Email Steve directly: thedoctor@fulcrumgroup.net

“No ASAP. ASAP is poison for cultures.” – Andy Roller Are you letting urgency derail your company’s focus? In this episode, Andy Roller shares why slowing down, clarifying priorities, and letting marketing lead strategy will set your organization apart in a noisy, AI-driven world. 👉 Leaders will walk away with practical tools to align marketing and sales, strengthen client relationships, and build consistency that outlasts any trend. Guest Bio Andy Roller – Founder, XPO Marketing Andy Roller helps businesses scale smarter by aligning identity, leadership, and marketing strategy. With decades of experience guiding organizations through growth and transformation, Andy has built a reputation for cutting through the noise and focusing on fundamentals that drive profit and impact. Vitals (Key Metrics) 📊 88% of marketers use AI daily – underscoring the massive shift in the industry. 📈 Consistency drives long-term success – outperforming “one-time brilliance” every time. 💡 Quality of traffic > Quantity of traffic – a metric shift leaders must embrace. Medical History (Summary) This episode delivers a clear roadmap for leaders navigating AI disruption, highlighting how identity, clarity, and consistent execution can transform marketing from a cost center into a growth driver. Exam (Detailed Description & Chapters) Here’s what we cover: • 00:00 – Leadership and Identity: Why identity matters more than tactics. • 03:17 – AI’s Impact on Marketing: How leaders can use AI without losing the human touch. • 10:16 – Lessons from Great By Choice: Consistency beats brilliance in business growth. • 15:50 – Balancing Operations and Innovation: Finding your “sweet spot” for profitability. • 22:27 – Building Client Relationships: Guiding, not vending, creates lasting value. • 29:09 – Identifying Profitability: Asking the right questions for the right clients. • 33:17 – Navigating Marketing Noise: Standing out in the flood of AI content. • 37:47 – Aligning Sales and Marketing: Why marketing must lead strategy. • 44:22 – Personal Ownership in a Noisy World: Taking responsibility for clarity and results. Treatment Plan (Resources & Links Mentioned) • Great By Choice by Jim Collins – referenced as a leadership cornerstone. • XPO Marketing – Andy’s firm helping leaders align identity and growth strategy. ________________________________________ Call to Action (Guest) 💬 Andy encourages leaders to rethink how their identity shapes marketing and sales alignment. Connect with him and learn more at XPO Marketing (insert provided guest URL). Podcast Call to Action 📲 Subscribe on your favorite podcast platform, leave a comment, or share this episode with a colleague. 🚀 Ready to explore how The Fulcrum Group can support your IT strategy? Book an initial consultation at: https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 🎧 Listen on: Apple Podcasts | Spotify | iHeartRadio | PocketCasts | Amazon Music Glossary • AI (Artificial Intelligence): Software systems that simulate human intelligence to automate tasks and analyze data. • ASAP Culture: A work environment defined by constant urgency, often eroding clarity and focus. Keywords / Hashtags #AI #MarketingStrategy #Leadership #Identity #SMBLeadership #ClientRelationships #BusinessGrowth #Consistency #Innovation #Profitability #MarketingAndSales #NoASAP #DigitalTransformation #AIContent #BusinessClarity #DFWBusiness #OutsourcedIT #FulcrumGroup #TalkToTh3Doc #AndyRoller 📩 Email Steve: thedoctor@fulcrumgroup.net 🔗 LinkedIn: Steve Meek Fulcrum Group Links: 🌐 IT Services For DFW Businesses | The Fulcrum Group, Inc. 📞 Sales: 817-337-0300 | ✉️ sales@fulcrumgroup.net 📺 YouTube Channel | 🐦 @TheFulcrumGroup | 📘 The Fulcrum Group, Inc.

🩺 Reason for the Appointment Matthew Hudson – Episode 111 Leadership speaker, author & founder of Layla Rose Ranch 💡 Top Takeaway “Soft skills outrank technical skills.” – Matthew Hudson 🔍 Do your leaders actually listen—or just instruct? In this surprising episode, we explore what rescue horses can teach us about leadership, emotional intelligence, and organizational culture. You'll learn how trust-based leadership delivers real results, why behavior always beats buzzwords, and how one ranch in Texas is helping execs lead with presence—not power. 🎯 What you’ll gain: Clear, practical tips for hiring culture-fit employees, managing with empathy (not ego), and driving higher engagement and retention through better leadership behaviors. 🧑‍🌾 Guest Bio Matthew Hudson – Founder of Layla Rose Ranch Horse Rescue and keynote speaker with over 2,000 talks delivered. A seasoned leadership coach with decades in corporate training, Matthew now combines boardroom wisdom with barnyard metaphors to show why emotional intelligence is your most valuable leadership asset. 📊 Vitals (Statistics & Metrics) Emotional intelligence is no longer optional—it’s a differentiator. Clear expectations build strong cultures. Trust stabilizes teams and improves ROI. 📋 Medical History (Episode Summary) Leadership isn't about control—it's about connection. This episode shows how emotional authenticity and trust-building transform teams, improve retention, and turn managers into true leaders. 🔬 Exam (Detailed Topics & Highlights)   💊 Treatment Plan (Resources & Prescriptions) 📘 Book: Herd Mentality: Leadership Lessons from Rescue Horses 🎨 Layla Rose Ranch Coloring Book: Amazon Link 📖 “The Motive” by Patrick Lencioni 💡 Prescriptions:   📣 Call to Action (Guest CTA) 🎤 Book Matthew Hudson for your next leadership event or training at LaylaRoseRanch.org 📧 Email: matt@hudsonhead.com 📞 Phone: 817-681-7000 🔗 LinkedIn: Matthew Hudson   🎧 Podcast CTA Like what you heard? ✅ Subscribe on Apple, Spotify, iHeartRadio, or Amazon 💬 Share your favorite takeaway and leave a review 📅 Book an Initial Consultation: Podcast Landing Page 🌐 More Episodes: Talk To Th3 Doc 📩 Contact Steve: thedoctor@fulcrumgroup.net   🔑 SEO Keywords & Hashtags (Top 20) #EmotionalIntelligence #LeadershipDevelopment #SoftSkills #HumanCenteredIT #PeopleFirstIT #NoITJerks #CultureFit #EmployeeEngagement #TrustBasedLeadership #MatthewHudson #TalkToTh3Doc #FulcrumGroup #LeadershipTips #ModernLeadership #SMBLeadership #TexasPodcast #BusinessCulture #RescueHorses #EQInBusiness #HiringForFit

In this episode, Steve welcomes Dr. Joshua Wilson, behavioral finance expert and Founder of NeuBeFi, to uncover the hidden influence of subconscious decision-making in your business strategy. 💡 Top Takeaway “The brain decides before the mind.” Marketing, messaging, and technology alignment all fail when you forget the emotional driver of client decisions. This episode shows you how to build trust, sharpen your value prop, and scale growth through emotional fit. 🎯 SMB leaders will walk away with a clearer, emotionally tuned lens to re-evaluate how they market, sell, and scale their business. 👤 Guest Bio Dr. Joshua Wilson, Founder at NeuBeFi, is a behavioral finance expert who helps growth-stage businesses, professional service firms, and tech leaders scale with strategic clarity and emotional intelligence. He has built and exited multiple companies and now coaches leaders on aligning messaging with real human behavior. 🔗 Website: www.neubefi.com 🔗 LinkedIn: Joshua Wilson 📊 Vitals • 95% of decisions are subconscious – Logic follows emotion. Structure your marketing to resonate first, explain second. • 88% of buyers prioritize trust over features – Brand clarity and emotional fit drive decisions (PwC, Edelman). • 60% of SMBs suffer from misaligned messaging – Muddled communication sabotages tech investments (Salesforce). 🩺 Medical History (Summary) This episode is a strategic reframe for SMBs navigating AI, automation, and market saturation. Learn why emotional fit is the overlooked driver of loyalty, growth, and trust. 🔬 Exam (Chapters & Topics) • 00:00 – Introduction and Josh's behavioral lens on decision-making • 06:00 – Why “everyone creating content” is a problem for trust • 08:50 – The science behind subconscious business decisions • 14:00 – How emotional clarity increases conversion • 20:30 – Redefining marketing as connection, not broadcasting • 33:00 – The messaging mistake most growing companies make • 40:00 – How AI raises the bar on trust • 54:00 – Building a scalable strategy with emotional fit at the core 💊 Treatment Plan (Resources & Links) • Visit https://www.neubefi.com for strategic consulting • Explore more from Josh on YouTube • Connect on LinkedIn: Dr. Joshua Wilson 📣 CTA – Guest Want to work with Joshua or learn how to align your messaging with real human behavior? 📬 Visit NeuBeFi or connect on LinkedIn 🎯 CTA – Podcast Subscribe on your favorite platform: 👉 Apple Podcasts 👉 Spotify 👉 iHeartRadio 👉 PocketCasts 📩 Book a consult or contact Fulcrum: Podcast Page ✉️ Email: sales@fulcrumgroup.net | ☎️ 817-337-0300 📘 Glossary • Behavioral Finance – The study of how psychological factors affect economic decisions. • Emotional Fit – Alignment between a brand and the subconscious emotional expectations of a client. • AI – Artificial Intelligence; machine learning tools that simulate human logic. • Messaging Clarity – A brand’s ability to communicate its value proposition in a simple, emotionally resonant way. 🏷️ Suggested Tags / Hashtags (20) #TalkToTh3Doc #EmotionalIntelligence #BusinessGrowth #MessagingMatters #AIForSMBs #ManagedServicesDFW #FulcrumGroup #SteveMeek #NeuBeFi #ClientConnection #DFWBusiness #SubconsciousDecisionMaking #MarketingClarity #STARpowerFramework #NoITJerks #SmartTechMoves #LeadershipDFW #BusinessStrategy #HumanCenteredDesign #SalesPsychology

💡 What do cowboy boots, China tariffs, and mindset coaching have in common? This episode will change how you think about margins, manufacturing, and leadership clarity. Jeff Jones reveals how something as small as a 4¢ tariff can create a multi-million-dollar ripple—and how to turn disruption into direction. "Every penny counts right now." Guest Bio Jeff Jones, Founder of Twisted X, built an iconic western footwear brand that’s now leading the sustainability charge in American manufacturing. With boots made of recycled materials and bold reshoring strategies, Jeff brings both grit and green thinking to today’s SMB landscape. Vitals (Stats & Metrics) • 4 cents/pair = $4M/year: Small tariffs add up fast when you ship millions of products. • 95% of footwear is imported: Highlights U.S. manufacturing dependency and risk. • 80/20 leadership principle: Jeff uses coaching tools like Kolbe and DISC to drive business clarity. • Post-pandemic impact: From “pallets in parking lots” to reshoring planning. Medical History (Summary) Jeff Jones shares an unfiltered look at how tariffs, supply chain chaos, and leadership blind spots forced him to rethink every part of his business—from sourcing to self-awareness. Exam (Detailed Breakdown) 📍 00:00 – Meet Jeff Jones & Twisted X’s origin story 📍 05:48 – Tariffs 101: Why 4 cents matters 📍 12:55 – Boot math: Unit margins at scale 📍 19:18 – “You can’t grill with a candle”: The fallacy of simple reshoring 📍 24:40 – The pandemic’s wake-up call on logistics 📍 31:05 – From footwear to feedback: How leadership coaching changed Jeff’s trajectory 📍 34:50 – “Most leaders need a mirror”: Coaching insights & mindset shifts 📍 41:30 – Embracing discomfort, facing friction, and investing in people Treatment Plan (Resources & Mentions) • Twisted X – Eco-forward Western footwear • Leadership coaching tools: Kolbe, DISC • Past episode reference: Why Identity Is Now Your Weakest Link – Ep. 107 Call to Action (Guest) 👢 Want to learn more about Twisted X’s sustainable mission or connect with Jeff? Visit twistedx.com or follow the brand’s innovation journey on LinkedIn. Podcast Call to Action (Fulcrum) ✅ Like what you heard? Subscribe on your favorite platform: 🎧 Apple Podcasts | Spotify | iHeartRadio | PocketCasts | Amazon Music 📝 Request your initial consultation at: https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ Glossary • Tariff – A government-imposed tax on imported goods. • Reshoring – The practice of bringing manufacturing back to the domestic market. • Kolbe – A psychometric tool to measure instinctive strengths. • DISC – A behavioral assessment tool measuring personality traits. Top 20 SEO Hashtags #SupplyChain #Tariffs #SMBLeadership #Reshoring #ManufacturingMatters #FootwearIndustry #TwistedX #MadeInUSA #SustainableBusiness #MarginsMatter #BusinessMindset #LeadershipDevelopment #CoachingTools #KolbeIndex #DISCProfile #Entrepreneurship #CrisisLeadership #CashFlowMatters #TalkToTh3Doc #FulcrumGroup

💡 Top Takeaway “This is a credit, not a deduction.” Think R&D tax credits are just for scientists in lab coats? Think again. In this episode, Tax Point Advisors' Rob Bryant and Jeff Feingold explain how even small service businesses and nonprofits may qualify — and why leaving money on the table is riskier than you think. You'll learn: ✅ Why Section 41 and Section 174 matter now ✅ The surprising industries already getting tax credits ✅ The “four-part test” that opens the door to eligibility ✅ How to start the process with no upfront cost 👤 Guest Bio Rob Bryant, Managing Director at Tax Point Advisors, has helped thousands of businesses across the U.S. uncover untapped R&D tax credit potential. Jeff Feingold, President at Tax Point Advisors, brings deep expertise in tax law and legislation that shapes credit strategies, with decades of experience advocating for SMBs, nonprofits, and CPAs. 📊 Vitals (Statistics & Metrics) • 80%+ of eligible companies don’t claim R&D credits • Credits can yield up to 13.5 cents per qualified dollar spent • Many SMBs can receive $50,000 to $100,000+ in savings annually • Section 174 changes in 2022 mean expenses must now be amortized, creating new urgency 🧾 Medical History (Summary) Many SMBs mistakenly assume R&D credits don’t apply to them. In this episode, Rob and Jeff break that myth wide open and show how your everyday innovation might be worth tens of thousands in tax savings. 🩺 Exam (Detailed Topics & Timestamps) Chapters & Highlights: • 00:00 – Intro to R&D Tax Credits • 03:45 – R&D Isn’t Just for Tech: Who Really Qualifies • 08:30 – Understanding the Four-Part Test • 14:15 – How to Avoid Disqualification Mistakes • 19:50 – Breaking Down Section 174 Changes (2022) • 25:30 – Why Nonprofits and Local Govs Should Pay Attention • 31:10 – Real Case Examples: What $100K Looks Like • 38:40 – This is a Credit, Not a Deduction • 43:00 – Free Assessments: What to Expect • 48:15 – Don’t Censor Yourself Out of a Credit • 54:00 – Stacking Strategies for Even Greater Savings • 58:40 – What’s Next: Your First Step Toward Credits 🧪 Treatment Plan (Links Mentioned) • Tax Point Advisors – Free Eligibility Assessment • Section 174 IRS Overview • Fulcrum Group: Cybersecurity & Compliance Support • Related Episodes: Ep. 106: The Cyber Compliance Checklist Every SMB Must Master 🤝 Call to Action (Guest CTA) Rob Bryant and Jeff Feingold invite listeners to schedule a free, no-risk consultation to assess R&D credit eligibility. 📧 info@taxpointadvisors.com | 🌐 www.taxpointadvisors.com 🎧 Podcast CTA Subscribe on your favorite platform to never miss an episode: Apple Podcasts | Spotify | iHeartRadio | PocketCasts | Amazon Music 💬 Like, comment, or share if this episode helped you. 📅 Book a consultation or explore more episodes: Talk To Th3 Doc Podcast 📩 Contact Fulcrum: sales@fulcrumgroup.net 📚 Glossary • R&D Tax Credit: A federal (and sometimes state) tax incentive that rewards businesses for innovation and process improvements. • Section 41: U.S. tax code provision governing the R&D tax credit. • Section 174: U.S. tax code provision requiring amortization of R&D expenses starting 2022. • Four-Part Test: IRS standard for determining if an activity qualifies for the credit. 🔎 Suggested Keywords & Hashtags #RDtaxcredit #SmallBusinessSavings #TaxCreditsExplained #IRScompliance #Section174 #Section41 #TaxPointAdvisors #FulcrumGroup #TalkToTh3Doc #InnovationFunding #SMBFinance #NonprofitTax #LocalGovernmentSavings #BusinessCredits #CPAstrategy #TaxStrategies2025 #TaxPlanning #FreeTaxReview #UnlockSavings #FinancialCompliance `#CashBackForSM

🎧 Episode 107: The AI-Cybersecurity Collision: Why Identity Is Now Your Weakest Link Guest: Keith Pasley – Identity & Governance Strategist 🎯 Summary: Identity is no longer just an IT responsibility—it's now the central pillar of your cybersecurity strategy. In this episode, Keith Pasley explains how identity has become the new perimeter, how AI accelerates credential-based attacks, and why SMBs must rethink access control, compliance, and governance strategies. 🔑 Top 3 Takeaways: 1. Identity is Your Perimeter Now Traditional firewalls can’t stop compromised credentials. The security front line has moved. 2. AI Changes the Speed of Risk Threat actors now use AI to automate breach attempts—governance and culture must evolve fast. 3. Access Is the New Strategy Treat identity as a business-critical priority, not an IT checkbox. 💬 Key Quotes: • “Every user becomes a security officer.” • “AI is a game changer.” • “Access control IS cybersecurity.” • “We treat identity like a side dish when it should be the main course.” 👤 Guest Bio: Keith Pasley is a seasoned identity governance consultant with deep experience helping organizations modernize authentication, access, and policy frameworks. His work spans public and private sector, and he’s passionate about closing the identity gap in SMBs. 🔗 Connect on LinkedIn https://www.linkedin.com/in/keithpasley 📌 Fulcrum Group Contact / CTA: 🎯 Want to modernize your access control or prepare for cyber insurance compliance? Start with a STARPower strategy session → https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 📥 Subscribe to the podcast → https://pod.link/1807560282 #TalkToTh3Doc #CybersecurityDFW #IdentityGovernance #AccessControl #ZeroTrust #MFA #AIinSecurity #SMBTech #FulcrumGroup #KeithPasley #KellerTexas

Is your SMB truly ready for today's cyber threats? In Episode 106 of Talk To Th3 Doc, Steve Meek is joined by cybersecurity strategist Michael Senkbeil to unpack the must-know compliance checklist for small and mid-sized businesses. Whether you're working toward CMMC, navigating cyber insurance requirements, or just trying to lock down your business, this episode delivers practical, jargon-free guidance that could save your business from disaster. 👉 What You’ll Learn: • Why picking a real compliance framework (like NIST or CIS) is better than DIY patchwork • What cyber insurance won’t protect you from • How to think about cybersecurity like preventive care, not emergency response • The difference between MSP and MSSP — and what your business really needs 📌 Chapters: 00:00 – Intro: Cyber risk reality for SMBs 04:03 – Why compliance matters, even if you’re not regulated 13:46 – Pick a standard, not a shortcut 24:04 – What level of MFA is enough? 30:58 – How compliance creates a competitive edge 41:34 – The truth about cyber insurance 51:39 – Why cybersecurity is like a checkup, not an ER visit 🔐 Quote Moments: “Pick a standard, not shortcuts.” “Insurance isn’t your IT plan.” “IT health is preventive care.” 🧠 Takeaway: Compliance done right can protect your business AND your reputation. 👇 Subscribe for more SMB insights & IT strategy tips! 🔗 https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 🎧 Available on Apple Podcasts, Spotify, Amazon, and more #Cybersecurity #ComplianceChecklist #SMBsecurity #TalkToTh3Doc #CMMC #CyberInsurance #DFWbusiness #ManagedIT #FulcrumGroup #ITstrategy

🔎 Reason for the Appointment Unlocking Business Value: Exit Planning for SMB OwnersWith Terry Chevalier, Chief Value Architect at Mastery Partners – Episode 105 🎯 Top Takeaway “If your business can’t run without you, it’s not ready to sell.” What’s your business really worth — and would a buyer see it the same way? Terry Chevalier shares how small business owners can turn their company into a transferable, sellable, and more profitable asset. This episode reveals what makes a business attractive to buyers (and what makes them run the other way). Expect a candid conversation about owner dependency, financial blind spots, and how to build value today — even if you never plan to sell. 👤 Guest Bio Terry Chevalier, Chief Value Architect at Mastery PartnersTerry has spent decades helping entrepreneurs and business owners build more valuable and scalable companies. At Mastery Partners, he works alongside business leaders to create structured roadmaps for increasing business value, preparing for sale, or simply operating with more clarity and confidence. His superpower? 📊 Vitals • Only 17% of business owners ever successfully exit their companies — a wake-up call for any founder who’s counting on their business to fund retirement. • Owner dependency is one of the top reasons businesses fail to sell. • Buyers are looking for transferable processes, recurring revenue, and teams that operate independently. 📝 Medical History This episode helps SMB leaders see their business through a buyer’s lens. From valuation myths to actionable metrics, Terry explains how to build value whether you’re 5 months or 5 years away from selling. 🩺 Exam • 00:00 – Why business value matters before you sell • 06:30 – What industry trends reveal about buyer behavior • 09:22 – The hidden cost of owner dependency • 15:41 – What is the “17% problem” and how do you beat it? • 19:55 – Identifying what drives value in your business • 27:42 – Common pitfalls when selling a small business • 32:55 – Preparing for a realistic business valuation • 37:40 – Strategic buyers vs. financial buyers • 40:02 – How technology can raise (or reduce) your valuation • 43:48 – Cybersecurity’s role in due diligence • 52:28 – Assembling your A-team of advisors • 55:31 – Marketing the business to the right buyers • 57:11 – Final advice: Start exit planning now 💊 Treatment Plan • Mastery Partners Website: https://www.masterypartners.com • Valuation Readiness Assessment Tool (via Terry – check episode mentions) 📬 Guest CTA Terry encourages listeners to start now, even if selling isn’t on the calendar. Reach out for a free Value Builder consultation at: 📧terry@masterypartners.com🔗https://www.masterypartners.com🔗LinkedIn: Terry Chevalier 🎧 Podcast CTA 👉Subscribe on your favorite platform👉Like, comment, and share this episode👉Ready to plan your IT future with confidence? Schedule a consultation at: 🔗https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 📚 Glossary • Owner Dependency – When the owner is required for daily operations, making the business harder to sell. • Valuation Readiness – A business’s preparedness to attract high-value offers from buyers. • Transferable Asset – An asset or business system that can continue operating without the original owner. 🔍 Keywords and Hashtags #BusinessValuation #ExitPlanning #SMBLeadership #TransferableBusiness #OwnerDependency #SuccessionPlanning #SellYourBusiness #MergersAndAcquisitions #FinancialPlanning #MasteryPartners #TerryChevalier #TalkToTh3Doc #FulcrumGroup #SmallBusinessGrowth #BuildToSell #BusinessStrategy #RecurringRevenue #CybersecurityDueDiligence #StrategicBuyer #BusinessOwnerTips 🎧 Listen on: Apple Podcasts | Spotify | iHeartRadio | PocketCasts | Amazon Music 🌐 Explore More: Talk To Th3 Doc Podcast | The Fulcrum Group, Inc. 📩 Email Steve: thedoctor@fulcrumgroup.net