Where Shift Happens! Transforming the way small businesses think, plan, and grow.
Welcome to the Strategy Shift podcast, brought to you by The Small Business Owners Roundtable. This podcast is dedicated to redefining how small businesses achieve success. In each episode, industry experts provide actionable insights and practical advice to help you pivot your strategy, streamline operations, and unlock new growth opportunities.
From marketing and leadership to innovation and sales, the Strategy Shift covers the topics that matter most to small business owners. Whether you're just starting out or aiming to scale, this podcast equips you with the knowledge and tools to shift your business toward sustainable success.
Strategy Shift Podcast: You're Speaking, But Are They Listening?
In this episode of Strategy Shift Podcast, Adam Levin and Tom Freedman sit down with Michelle, an international speaker, author, and certified BANK trainer, to explore why communication is one of the most important and often overlooked skills in business.
Michelle challenges a common assumption: just because you're communicating clearly doesn't mean the other person understands you. Everyone processes information differently, and the way you deliver a message can determine whether you build trust, close a sale, or unintentionally push someone away.
Using the BANK Code personality framework, Michelle explains how recognizing different communication preferences can help business owners connect more effectively with prospects, customers, employees, and partners.
They discuss:
Why effective communication starts with understanding the listener
The four BANK personality styles: Blueprint, Action, Nurturing, and Knowledge
How different communication styles influence buying decisions
Why prospects sometimes lose interest even when they need your product
How to recognize communication clues during conversations and Zoom meetings
The relationship between communication, trust, and sales performance
How to adapt your communication style without sacrificing authenticity
Why improving communication can strengthen both professional and personal relationships
Whether you're trying to close more sales, become a better leader, or build stronger relationships, this episode offers practical ways to rethink how you communicate.
24 Sept 2026
Strategy Shift Podcast: Is Your Business a Job or an Asset?
n this episode of Strategy Shift Podcast, Adam Levin and Tom Freedman sit down with Michael Valdez, Certified Financial Planner, Certified Succession Planner, and co-founder of the Business Transition Council, to talk about a reality many business owners don't confront until it's too late: building a successful company doesn't necessarily mean you've built something someone else can buy.
Michael explains why so many businesses remain completely dependent on their founders and what owners can do now to create a company that is repeatable, sustainable, scalable, and transferable.
They discuss:
Why so many businesses never successfully sell
The difference between owning a business and owning a job
How owner dependence limits business value
Why documenting processes isn't enough without developing people
How to gradually give your team real decision-making authority
Why succession planning should begin years before an exit
The importance of preparing for opportunities you can't predict
Why business owners also need to prepare personally for life after the business
The goal isn't simply to sell your company. It's to build an asset that can operate, grow, and thrive without you, giving you more options no matter what the future brings.
27 Aug 2026
Strategy Shift Podcast: Stop Treating IT Like a Break-Fix Problem
In this episode of Strategy Shift Podcast, Adam Levin and Tom Freedman sit down with Chris Parmigiani, a business leader with more than 25 years of experience in strategy, operations, technology, and growth.
For many small business owners, IT is still something they think about only when something breaks. Chris explains why that mindset no longer works in a world where nearly every part of a business depends on technology.
The conversation explores why proactive IT isn't simply about cybersecurity. It's about protecting productivity, eliminating recurring problems, improving processes, controlling costs, and allowing business owners to focus on the work that actually drives growth.
They discuss:
Why technology has become essential business infrastructure
The problem with the traditional "break-fix" approach to IT
How small technology problems quietly drain productivity
Why business owners shouldn't try to manage everything themselves
The cybersecurity basics every small business should have in place
How cyber insurance requirements are changing
Why assumptions about your technology can become expensive mistakes
How the right technology partner can actually reduce unnecessary costs
If your IT strategy is still "call someone when something breaks," this episode offers a different way to think about technology as an ongoing part of your business strategy.
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