Business Owner Tales from the Trenches Podcast Por Cannon Carr arte de portada

Business Owner Tales from the Trenches

Business Owner Tales from the Trenches

De: Cannon Carr
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Join Cannon Carr, former business owner and Partner at EP Wealth Advisors, as he has conversations with entrepreneurs on lessons learned from the trenches. Cannon and his guests talk about sustaining business success, while appreciating financial independence along the way. Do you want to learn more about the 3Rs, a wealth strategy for entrepreneurs? Visit cannon-carr.com to find more information as well as resources to help you on your entrepreneurial journey.2023 Economía Gestión y Liderazgo Liderazgo
Episodios
  • The Balance Every Owner Faces: Performance, Culture, and Wealth with Caroline Wilbert

    The Balance Every Owner Faces: Performance, Culture, and Wealth with Caroline Wilbert
    Apr 10 2026

    Caroline shares her path from 10 years as a business reporter to co-founding The Wilbert Group with her then-husband, then buying him out after their divorce and becoming the day-to-day leader.

    She explains how the agency expanded from traditional media relations into digital storytelling across LinkedIn, Instagram, podcasts, blogs, websites, and influencers, creating a dedicated digital team.

    Caroline describes balancing a hard-driving culture with wellness and grace, defining success as great client work, team growth, and long-term profitability. She discusses building financial discipline with advisors, using profit sharing to build wealth, developing homegrown leadership, and now focusing on key clients, new business, family time, and writing.

    00:00 Introduction

    00:26 Meet Caroline Wilbert

    02:01 From Journalist to Founder

    02:54 Buying Out and Leading

    05:17 PR Industry Shifts

    06:51 Building a Digital Team

    08:30 Adapting to AI Waves

    09:23 Values and Culture

    12:23 Choosing the Right Clients

    13:48 Finding a Client Voice

    16:08 Defining Success Metrics

    18:19 Profitability and Wealth

    20:16 Financial Advisors and Systems

    22:08 Homegrown Leadership Team

    24:01 Founder Advice and Discipline

    25:57 Next Chapter Ahead

    FOR MORE INFORMATION:

    📱 Contact Me: ⁠https://cannon-carr.com/contact⁠

    📕 My 3Rs Framework: ⁠https://cannon-carr.com/the-3rs/ ⁠

    🌐 Website: ⁠https://cannon-carr.com/⁠

    🛠️ Resources: ⁠https://cannon-carr.com/resources/⁠

    🎙️ Podcast: ⁠https://cannon-carr.com/episodes/ ⁠

    FOLLOW US ON SOCIAL:

    LinkedIn: ⁠ / cannon-carr

    ⁠Facebook: ⁠ / epwealthadvisors ⁠

    YouTube: @cannon-carr

    EP WEALTH ADVISORS:

    EP Wealth Advisors, LLC ("EP Wealth") is a leading independent registered investment adviser ("RIA") on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment portfolios, and integrated tax and estate planning. Visit epwealth.com to find out more.


    🎙️ Podcast Production by Spoken Podcasts: ⁠⁠https://spokenpodcasts.com⁠
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    27 m
  • Listening to the Market: Bryan Clayton's Path from Start-Up to Scale

    Listening to the Market: Bryan Clayton's Path from Start-Up to Scale
    Mar 5 2026
    Brian recounts starting a lawn-mowing business in high school, learning leadership through hiring and realizing he was ultimately in the sales business, then scaling to about $10M in revenue, 150 employees, and selling the company after two years of preparing it for acquisition. After a brief, unfulfilling attempt at retirement, he founded GreenPal, a DoorDash-like platform for lawn care, naively expecting it to be easy and spending two years learning to code and run a tech business. He explains bootstrapping with about $150,000 among co-founders, keeping personal burn low, reinvesting early revenue into developer hours, and avoiding outside funding to stay customer-focused. Growth was slow in one city until product issues were fixed ("nail it, then scale it"), eventually expanding nationwide to about 300,000 users, while emphasizing feedback-driven leadership, celebrating small wins, obsession with details, and dedicating weekly time to personal development. 00:00 Welcome and Brian's Story 00:17 From Mower to Sales Engine 02:17 Getting Out of the Truck 03:42 Deciding to Sell the Business 05:03 Starting GreenPal After Exit 07:39 Finding Mentors on YouTube 11:04 Personal Burn Rate and Risk 14:22 Bootstrapping and Customer-Driven Builds 16:40 Nail It Then Scale It 20:39 Leadership and Culture as You Grow 25:30 Delegation and Feedback Loops 27:00 Stubbornness Grit and Small Wins 31:11 Obsession vs Flexibility 34:32 Work on Yourself and Closing For More Information: 📱 Contact Me: ⁠https://cannon-carr.com/contact/⁠ 📕 My 3Rs Framework: ⁠https://cannon-carr.com/the-3rs/⁠ 🌐 Website: ⁠https://cannon-carr.com/⁠ 🛠️ Resources: ⁠https://cannon-carr.com/resources/⁠ 🎙️ Podcast: ⁠https://cannon-carr.com/episodes/⁠ ---------------------------------- FOLLOW ON SOCIAL LinkedIn: ⁠ / cannon-carr ⁠Facebook: ⁠ / epwealthadvisors ⁠ YouTube: @cannon-carr ---------------------------------- EP WEALTH ADVISORS EP Wealth Advisors, LLC ("EP Wealth") is a leading independent registered investment adviser ("RIA") on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment portfolios, and integrated tax and estate planning. Visit epwealth.com to find out more.
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    39 m
  • Beyond Revenue: The Entrepreneur's Journey to Freedom and Purpose

    Beyond Revenue: The Entrepreneur's Journey to Freedom and Purpose
    Jan 20 2026
    Cannon Carr hosts an inspiring conversation with Shaun Enders, CEO of Transition Staffing Group— a firm specializing in finance, accounting, and tech roles. Shaun delves into his twenty-year journey from corporate recruiting to creating his own recruiting firm rooted in mentorship and growth. More than just business metrics, Shaun emphasizes the importance of personal fulfillment, clarity of purpose, and financial independence. Highlighting his 'Freedom Fund' mindset, Shaun talks about his personal experiences, including the impactful lessons learned from his grandparents' financial struggles and his intentional move towards entrepreneurship. The discussion also covers Shaun's strategies for scaling his business, letting go to let others grow, and his philanthropic efforts, such as the Enders Foundation scholarship fund. Packed with valuable insights on creating a purposeful business while ensuring personal financial security, this episode is a must-listen for aspiring and seasoned entrepreneurs alike. 00:00 Introduction and Welcome 00:28 Meet Sean Enders: CEO and Mentor 01:51 Sean's Entrepreneurial Journey 06:08 Lessons from Family: Financial Planning 10:16 Defining Success and Financial Independence 14:59 The Freedom Fund Concept 17:19 Balancing Business and Personal Wealth 22:24 Riding Out Financial Storms 23:38 The Fluidity of Financial Planning 25:27 Advice for Aspiring Entrepreneurs 26:12 Scaling a Service Business 29:27 Delegation and Growth 31:07 Future Vision for Transition Staffing Group 33:45 Final Thoughts and Contact Information 35:46 Reflections and Key Takeaways Resources Mentioned My 3Rs Framework for business owners: ⁠https://cannon-carr.com/the-3rs/⁠ Website: ⁠https://cannon-carr.com/⁠ Tools & resources for entrepreneurs: ⁠https://cannon-carr.com/resources/⁠ More episodes of Business Owner Tales from the Trenches: ⁠https://cannon-carr.com/episodes/⁠ If you're a business owner who wants to build a company that creates impact and long-term wealth, hit Subscribe, give this video a like, and share it with another entrepreneur who loves coffee and purpose-driven business. When you're ready to take the next step, download the 3Rs Framework and start applying these ideas to your own business today. Resources 📕 My 3Rs Framework: ⁠https://cannon-carr.com/the-3rs/⁠⁠ ⁠ 🌐 Website: ⁠https://cannon-carr.com/⁠⁠ ⁠ 🛠️ Resources: ⁠https://cannon-carr.com/resources/⁠⁠ ⁠ 🎙️ Podcast: ⁠https://cannon-carr.com/episodes/⁠⁠ ⁠ ---------------------------------- FOLLOW ON SOCIAL LinkedIn: / cannon-carr Facebook: / epwealthadvisors YouTube: @cannon-carr ---------------------------------- EP WEALTH ADVISORS EP Wealth Advisors, LLC ("EP Wealth") is a leading independent registered investment adviser ("RIA") on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment portfolios, and integrated tax and estate planning. Visit epwealth.com to find out more.
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    42 m
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Wow. This was like speed-dating a business school. Cannon was great pulling out gold advice from Dave’s vast experience. Really worth the listen. Can’t wait for part 2.

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