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

Overview

Imagine being able to run a business from anywhere in the world,escaping the daily grind and creating a schedule that lets youfulfill your lifelong dreams—today. You could run yourbusiness from a sailboat in the Caribbean, a cabin in themountains, or while on an extended trip to Italy. Or maybe you justwant to work fewer hours, dialing into staff meetings from yourhome while still achieving revenue that grows year after year. Thisis exactly what Scott Leonard does, and he describes his strategiesfor running a ...

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Overview

Imagine being able to run a business from anywhere in the world,escaping the daily grind and creating a schedule that lets youfulfill your lifelong dreams—today. You could run yourbusiness from a sailboat in the Caribbean, a cabin in themountains, or while on an extended trip to Italy. Or maybe you justwant to work fewer hours, dialing into staff meetings from yourhome while still achieving revenue that grows year after year. Thisis exactly what Scott Leonard does, and he describes his strategiesfor running a successful business on the go in The LiberatedCEO: The 9-Step Program to Running a Better Business so itDoesn’t Run You.

Leonard is the owner of a successful professional services firmwith revenues exceeding $3 million. Between 2011 and 2013, Scottand his family sailed around the world while he ran his businesssuccessfully from his boat. He believes you shouldn’t be aslave to inefficiencies that eat up your time and prevent you fromproviding the highest possible levels of service to your customersor clients. He also believes, as a non-traditional CEO, that yourdreams shouldn’t wait until you reach a particular monetarygoal or hit retirement age, nor should they be hindered by thebusiness you are equally passionate about.

The Liberated CEO shows you how to free yourself fromcounterproductive distractions while still meeting the highestmanagement standards for your company. Leonard helps you overcomethe fear that your business will fail without your continuedinvolvement, and shows you how to properly run your staff andoperations to continue moving your company in the right direction.And it doesn’t matter where you are or how long you work; youcan still run the business you love, he argues, without it runningyou.

Rather than focusing on working 24/7, this book provides anine-step model of “systematic customization” todevelop a healthier, more sustainable company that doesn’trequire your constant attention.

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Product Details

  • ISBN-13: 9781118653661
  • Publisher: Wiley
  • Publication date: 3/3/2014
  • Edition number: 1
  • Pages: 208
  • Sales rank: 1,437,313
  • Product dimensions: 6.10 (w) x 9.10 (h) x 0.90 (d)

Meet the Author

SCOTT A. LEONARD, CFP, is the founding partner ofNavigoe, LLC, a leading, full-service wealth management andinvestment advisory firm. He has a degree in Economics from UCLA.Mr. Leonard has been an instructor at UCLA Extension, teachingcourses in the financial planning certificate program. He was theDean of the School of Investments for NAPFA University, and is anational speaker on topics addressing investments, wealthmanagement and business best practices.
Mr. Leonard is a frequently published author, specializing inadvanced investment theory, and has been the featured financialplanner for the Los Angeles Times weekly “MoneyMakeover” column. He is often looked to by the media as anexpert in a breadth of financial, business and entrepreneurialtopics.
Away from the business, Mr. Leonard is busy working with his wifehelping to raise their three boys and acclimate to the U.S. afterspending 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 aBowline Knot) 1

Smashing the Service Ceiling 4

Living Proof 6

Chapter 1 Chart Your Rhumb Line (Plotting a Three-DimensionalVision) 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 theRest 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 AboutYou) 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 SystematicCustomization 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 Liabilities101

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-YearGlobal Sailing Trip 155

An Ode to Telemedicine 155

Jetliner Travel Know-How 158

Papa Sherpa’s Five Golden Rules of Traveling Around theWorld 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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