Jared Stein shares his unconventional path from running CrossFit and Orange Theory gyms to becoming a Chief of Staff at a virtual investment firm. He talks about managing operations, streamlining team roles, and implementing the Entrepreneurial Operating System (EOS). Jared also discusses how his firm helps clients with a deep financial “X-ray” to spot hidden overlaps in their investment portfolios.

Links Mentioned:

Company Website

Email Jared Stein

​​Get in touch with Emily:

Want to chat with Emily? Book a quick clarity call here.

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Who Am I?

If we haven’t yet before - Hi👋 I’m Emily, Chief of Staff turned Executive Leadership Coach. After a thrilling ride up the corporate ladder, I’m focusing on what I love - working with people to realize their professional and personal goals. Through my videos here on this channel, books, podcast guest spots, and newsletter, I share new ideas and practical and tactical tools to help you be more productive and build the career and life you want.

Time Stamps:

00:36 Jared's Unconventional Path to Chief of Staff

02:38 Challenges and Transitions During COVID

04:02 The Chief of Staff Opportunity

07:13 Interview Process and Personal Milestones

08:29 Joining Poterack Capital

15:46 Virtual Operations and Team Dynamics

18:12 Client Onboarding and Financial X-Ray

20:22 Understanding the Client Process

24:41 Implementing Organizational Discipline

26:45 Advice for Aspiring Chiefs of Staff

32:56 Final Thoughts and Contact Information

Emily Sander explains the "wheel of life" exercise, a tool to review different areas like career, relationships, community, hobbies, and physical or spiritual life. She gives examples of focusing on being a better parent, manager, or entrepreneur, and suggests honestly assessing where you're doing well and where you could improve. The episode encourages setting practical New Year's goals based on current priorities and where your energy is best spent.

Get in touch with Emily:
Want help assessing where you’re thriving and where to focus next? Book a clarity call w/ Emily here.

Free Leadership Resources

LinkedIn

Website

Newsletter

Who Am I?
If we haven’t yet before - Hi👋 I’m Emily, Chief of Staff turned Executive Leadership Coach. After a thrilling ride up the corporate ladder, I’m focusing on what I love - working with people to realize their professional and personal goals. Through my videos here on this channel, books, podcast guest spots, and newsletter, I share new ideas and practical and tactical tools to help you be more productive and build the career and life you want.

Time Stamps:

00:31 Understanding the Wheel of Life

01:26 Identifying Your Stakeholders

02:08 Self-Assessment and Goal Setting

03:09 Practical Steps to Improve

04:47 Balancing Different Life Areas

06:14 Conclusion and Final Thoughts

Nicholas Richard-Thompson shares his journey from creative intern to Deputy Chief of Staff for Aurora, Illinois, discussing the importance of building relationships, working with nonprofits, and navigating local government. He gives examples like coordinating lead line water replacement and partnering with organizations during COVID. The episode covers team structure, community advocacy, and practical tips for getting involved in local government.

Links Mentioned:
Here are several nonprofit organizations that Nicholas Richard-Thompson is involved with or supports:

Community Foundation of the Fox River Valley
Aurora Food Pantry
Young Invincibles
INDIVISIBLE AURORA (Aurora Mutual Aid)

Get in touch with Emily:
Want to chat with Emily? Book a quick clarity call here.

Free Leadership Resources

LinkedIn
Website
Newsletter

Who Am I?
If we haven’t yet before - Hi👋 I’m Emily, Chief of Staff turned Executive Leadership Coach. After a thrilling ride up the corporate ladder, I’m focusing on what I love - working with people to realize their professional and personal goals. Through my videos here on this channel, books, podcast guest spots, and newsletter, I share new ideas and practical and tactical tools to help you be more productive and build the career and life you want.

Time Stamps:
01:43 Nick's Background and Career Path
04:27 Transition to Municipal Government
06:10 Community Engagement and Nonprofit Work
13:30 Role and Structure of the Mayor's Office
22:52 The Role of Lobbyists in Municipal Government
25:13 Local Advocacy and Community Impact
30:34 Nonprofit Collaboration with Municipal Government
36:30 Advice for Aspiring Chiefs of Staff and Engaged Citizens
44:03 Final Thoughts and Encouragement