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.

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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:

00:31 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

This episode talks about how to set New Year's goals by comparing specific targets like losing 15 pounds by June 1st with broader intentions such as choosing a word for the year like "hello" or "lightness." Emily Sander shares how different people stick with goals and emphasizes picking what actually works for you, whether that's a SMART goal or a flexible intention. She also mentions using reminders, like putting a sales commission number on your mirror, and encourages everyone to be open to changing their goal-setting methods over time.

Get in touch with Emily:
Ready to set goals that work for you this year? 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:
01:19 Specific Goals vs. General Intentions

02:23 SMART Goals Explained

04:52 Finding What Works for You

05:43 Flexibility in Goal Setting

Emily Sander talks with John Knowlton about what real success means, why it's an ongoing process, and how to use your natural talents at work. They share practical ideas for Chiefs of Staff, like focusing on tasks that give you energy, trimming your to-do list, and using clear company values to make decisions. John Knowlton also shares advice on morning routines and his book "Thinking for Success."

Links Mentioned:

John Knowlton’s Book: Thinking for Success

John Knowlton’s Website

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:

01:39 Defining Success: Personal Insights

04:38 Purpose and Talents: A Deeper Dive

06:28 Refining Talents into Skills

15:26 Values and Decision Making

18:40 Team Collaboration and Problem Solving

19:33 Aligning Personal and Company Values

20:26 Interviewing Tips for Career Transitions

23:50 Operationalizing Values in Organizations

26:21 Morning Routines for Success

31:17 The Power of Being Outdoors

34:02 Introducing John's New Book

This episode breaks down practical ways to diagnose burnout beyond just heavy workloads, like checking if team members actually have the right training or system access, clarifying real versus perceived expectations, and considering outside-of-work stressors. Emily shares examples, such as a team member struggling because they didn’t have a login to a key system, and gives advice on addressing mental clutter and having open conversations. Chief of Staff listeners get tips on spotting the true root causes of burnout and building stronger, more supportive teams.

Get in touch with Emily:
Unsure what’s really causing burnout? 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:
00:00 Introduction to Diagnosing Burnout
00:49 Assessing Workload Fairness
02:32 Clarifying Role Expectations
04:16 Understanding Team Contribution
06:33 Considering Personal Life Factors
10:06 Eliminating Mental Clutter
14:06 Summary and Final Thoughts

Joel Goldberg shares stories from over 30 years in broadcasting with the Kansas City Royals, focusing on how small actions and building trust lead to big results. He explains the importance of routines and relationships, gives insight into working with players and staff, and offers advice for Chiefs of Staff about investing in people. Joel also discusses handling social media, pressure, and how lessons from baseball apply to the business world.

Links Mentioned:
Joel Goldberg’s Website

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:

02:39 Building Trust with Players and Families

04:52 The Importance of Relationships in Broadcasting

09:15 Life During Baseball Season

11:58 Transitioning to Business and Speaking

15:29 Handling Pressure in Baseball and Business

22:13 Journey Through Career Milestones

26:29 The Importance of Routine

27:05 Social Media and Its Impact

31:11 Building Trust and Relationships

38:13 Final Words of Wisdom

A Chief of Staff named Samir asks for advice about being overloaded at a startup, struggling to delegate, and never taking real breaks. Emily Sander suggests Samir update his boss on his workload, start delegating in small steps, and actually schedule and enjoy a vacation - sharing her own tips for disconnecting, including going snuba diving and ignoring email except for real emergencies. The episode highlights the importance of building a team that can function without you.

Get in touch with Emily:
Need help delegating and actually taking real time off? 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:
00:25 Listener Question: Overwhelmed at Work
01:19 Communicating with Your Boss
02:30 The Art of Delegation
03:42 Learning from Your Role Model
04:29 Preparing for Promotion
05:19 The Importance of Taking a Break
07:38 Tips for a Successful Vacation
11:34 Final Thoughts and Recommendations