The Liberated CEO: The 9-Step Program to Running a Better Business so it Doesn't Run You

Overview

Praise for The Liberated CEO

"Scott Leonard did what many business owners merely dream about. He ditched the desk and set sail on the sea. His bold move challenges the daily office routine and proves that technology can set you free. Scott shares his experience sailing around the world with his family on a 50-foot boat while simultaneously keeping his financial advisory business 'afloat.' Scott demonstrates the importance of embracing technology and new ways of thinking. This book documents one business leader’s ...

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Overview

Praise for The Liberated CEO

"Scott Leonard did what many business owners merely dream about. He ditched the desk and set sail on the sea. His bold move challenges the daily office routine and proves that technology can set you free. Scott shares his experience sailing around the world with his family on a 50-foot boat while simultaneously keeping his financial advisory business 'afloat.' Scott demonstrates the importance of embracing technology and new ways of thinking. This book documents one business leader’s amazing journey to reinvent the workplace and create a mobile, versatile and sustainable business model. It's a must-read for anyone who has ever said to themselves, 'wouldn't it be great if . . . '"
—TOM NALLY, President, TD Ameritrade Institutional

"The Liberated CEO is a compelling read for anyone who sits in a leadership position within a company. Mr. Leonard has outlined a strategic yet personal account of a method to run a company while having a life that all business leadership should embrace. If you have ever wanted to run a company while having a great life, this is a must read."
—ANGIE HERBERS, President of Angie Herbers Inc., a global consulting firm

"Success isn't just making more money. It's building a business that realizes your dreams on purpose. The Liberated CEO is packed full with secrets to build a great quality life not only for yourself and your family but all stakeholders."
—JOHN BOWEN, Founder and CEO, CEG Worldwide, LLC

"The Liberated CEO offers great strategies for the successful entrepreneur. Yet Scott's book goes further than many experts in detailing how you can make world-class customer service the core of any business. He addresses the delicate balance between an efficient company and the personal touch—much as he found a way to balance his personal family goals with his financial services firm."
—DAVID L. HANCOCK, Chairman, Guerrilla Marketing International

"Everyone talks about work-life balance, but Scott Leonard has done it. The Liberated CEO shares how you can build a great business with the freedom and flexibility to meet your own unique needs, illustrated with stories and examples from the incredible life adventure Scott had with his family."
—CHIP SAWICKI, author, The Gift of Success and Happiness

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Product Details

  • ISBN-13: 9781118653661
  • Publisher: Wiley
  • Publication date: 3/3/2014
  • Edition number: 1
  • Pages: 208
  • Sales rank: 146,368
  • Product dimensions: 6.10 (w) x 9.10 (h) x 0.90 (d)

Meet the Author

SCOTT A. LEONARD, CFP, is the founding partner of Navigoe, LLC, a leading, full-service wealth management and investment advisory firm. He has a degree in Economics from UCLA. Mr. Leonard has been an instructor at UCLA Extension, teaching courses in the financial planning certificate program. He was the Dean of the School of Investments for NAPFA University, and is a national speaker on topics addressing investments, wealth management and business best practices.
Mr. Leonard is a frequently published author, specializing in advanced investment theory, and has been the featured financial planner for the Los Angeles Times weekly “Money Makeover” column. He is often looked to by the media as an expert in a breadth of financial, business and entrepreneurial topics.
Away from the business, Mr. Leonard is busy working with his wife helping to raise their three boys and acclimate to the U.S. after spending 2 ½ years sailing the world with his family.

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Table of Contents

Author’s Notes ix

Preface xi

Acknowledgments xiii

Introduction Setting Free the CEO (Why a Business is Like a Bowline Knot) 1

Smashing the Service Ceiling 4

Living Proof 6

Chapter 1 Chart Your Rhumb Line (Plotting a Three-Dimensional Vision) 13

Plan in Three-D 15

Pretest Your Plan for Failure 17

Building Milestones 19

Notes 23

Chapter 2 Know Your Peak Zone 25

The Peak-Zone Manager 27

Finding Your Peak Zone 28

Hiring a Blended Team 30

Trusting the Ropes 34

Notes 38

Chapter 3 Smart Sourcing: Hire the Best—Outsource the Rest 39

The Hidden Costs of Full-Time Staff 41

Insource Customer Relationships 42

Competing on Knowledge 45

Managing the Experts for Accountable Results 46

Notes 50

Chapter 4 Give Your Crew Preflight Checklists 51

Automated Workflows 55

Set It and Forget It 59

Notes 62

Chapter 5 How to Build a Service Brand (It’s Not About You) 63

Hiring the Right People 70

Empowering People to Help 71

Embracing Disruption 73

Anticipating and Closing the Customer’s Loops 76

Sweating the Small Stuff 79

Notes 81

Chapter 6 Break the Service Ceiling with Systematic Customization 83

Applying the Vitals Worksheet to Your Business 84

Customization is Sweeping Key Industries 91

Note 96

Chapter 7 Keeping a Loyal Crew 97

The Virtues of the TLO Mindset 100

Viewing Employees as Assets Like Clients, Not Liabilities 101

Communicating the Big Picture 104

Fixing the Process Before You Blame the People 105

Linking Compensation to the Appropriate Performance 109

Participation, Training, and Transparency 114

Notes 117

Chapter 8 Made to Sell: Changing the Watch 119

If You Own It, You Don’t Break It 121

Profits and the 60-20-20 Formula 126

The Pillars of Valuation 128

Notes 132

Chapter 9 Become an Expert in Your Field 135

The Rewards of Thought Leadership 139

Notes 145

Chapter 10 Afterword: Ready for the Next Peak 147

RIA Firms in Major Growth Trend 148

Notes 151

APPENDIXES Liberated CEO Extras 153

Appendix A Notes and Observations from Our Three-Year Global Sailing Trip 155

An Ode to Telemedicine 155

Jetliner Travel Know-How 158

Papa Sherpa’s Five Golden Rules of Traveling Around the World with Kids 160

Wireless Communications at Sea 162

The Balancing Act 168

Appendix B Further Reading and Related Resources 171

About the Author 175

Index 177

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