Harmonious at Lunch

Is "value creation" just another empty buzzword in your business? Serial entrepreneur Lee Benson joins Harmonious at Lunch to explain how focusing on a more complete definition of value allowed him to sell his aerospace company for a staggering 21.6x multiple. He breaks down the common trap of focusing only on material value (like EBITDA) and presents his framework for holistic growth.

Discover Lee's three pillars of val...

Are you looking for a competitive edge in talent retention that doesn't involve unpredictable pay raises? What if you could offer a high-value benefit that directly boosts your team's focus and productivity by reducing their number one stressor: money?

Joel Miller, founder of Flames Financial Planning, joins Harmonious at Lunch to detail his disruptive flat-fee financial planning model, designed specifically as a B2B employe...

Discover how this technology allows you to simply prompt an AI to handle tedious tasks like updating Salesforce records or sending invoices, freeing you and your team from the manual data entry that kills productivity. Matthew explains how to reframe AI as a personal assistant for every employee, how to roll it out in a growing company, and the operational checks needed to ensure your new AI team members work together effectively w...

Is your company culture an accident or an asset? If you're struggling with employee retention and performance, the problem isn't a lack of ping-pong tables; it's a lack of intentional design. M&A executive and strategy expert Matthew Person joins Harmonious at Lunch to challenge the idea that culture is a “squishy” concept.

Matthew argues that copying the perks of “best places to work” is a flawed strategy leading to...

What if your biggest business failure at 22 became the foundation for a successful career on Wall Street? Scott Greenfield, a leader in the financial industry, joins Harmonious at Lunch to share his unconventional journey from owning a bar in New York City to becoming a top executive and mentor.

Scott argues that the most critical business lessons—managing capitalization, building powerful relationships, and learning from failure—ar...

Most owners wait too long to think about an exit—don’t be one of them. Private equity operator Louis Kim joins us to break down how to design an exit-ready business by leading with values, clarity, and a customer-first culture. Topic: aligned leadership for succession planning, selling your business, and creating value that doesn’t depend on you.

Louis shares why 70–75% of owners have no exit or succession plan, what “values-based o...

Is your webcam and poor lighting sabotaging your credibility on sales calls? In the age of video-first communication, your virtual presence can make or break a deal before you even state your value proposition. In a raw and candid episode, studio expert Junaid Ahmed joins Harmonious at Lunch to conduct a live teardown of our host's own setup, revealing the common mistakes that diminish authority and trust.

This is not your typic...

What if your biggest business failure at 22 became the foundation for a successful career on Wall Street? Scott Greenfield, a leader in the financial industry, joins Harmonious at Lunch to share his unconventional journey from owning a bar in New York City to becoming a top executive and mentor.

Scott argues that the most critical business lessons—managing capitalization, building powerful relationships, and learning from failure—ar...

Every entrepreneur dreams of a profitable exit, but are your operating costs silently eroding your company's value? Michael Haskell, a seasoned investor who has taken companies public, joins Harmonious at Lunch to reveal a potent strategy for maximizing your business valuation. He explains how he slashed a finance department's budget by two-thirds—from $300k to under $100k—without sacrificing quality.

The secret isn't hi...

Tired of pouring money into ads with unpredictable returns? Email and SMS marketing might be the most underutilized asset in your business. Nikita Vakhrushev, founder of Aspekt Agency and a specialist who has scaled over 100+ DTC brands, joins Harmonious at Lunch to lay out a clear framework for customer retention and growth.

Discover the three core email automations every business must have (Welcome, Abandoned Cart, and Post-Purcha...

Are your business goals just wishful thinking? If you're tired of setting targets with frameworks like SMART goals and falling short, this episode is your wake-up call. Serial entrepreneur Tanner Haas, who has founded four companies and sold two, joins Harmonious at Lunch to tear down conventional goal-setting advice he calls "fluff."

Tanner argues that success isn't about writing down a long list of goals; it's ...

Are emotions clouding your critical business decisions? Holding onto an underperforming employee or a failing marketing campaign out of hope? Trader, investor, and author Anmol Singh joins Harmonious at Lunch to share the psychological framework elite traders use to stay disciplined and profitable, even when the stakes are high.

This episode translates high-stakes trading tactics into practical business applications. Anmol explains ...

Do you dread networking events that feel like a non-stop barrage of business cards and sales pitches? You're not alone. Rashesh Doshi, Managing Director of Talent Corner HR Services, joins Harmonious at Lunch to reframe how leaders should approach building connections. With over two decades of experience, Rashesh argues that the true power of networking is found in listening, not talking, and in giving, not just taking.

He share...

Are you launching a new venture or trying to fix a business that’s struggling? Many owners get sold the dream of 'turnkey' success, only to find themselves stuck. The problem often isn't a single silver bullet, but a failure in the foundational sequence of growth.

Brandon Pflieger, a former marketing firm CEO turned successful Rockbox Fitness franchisee and consultant at Capital Growth Partners, joins Harmonious at Lunch...

Using AI to manage health markers so you can perform better in your business. In this candid solo talk, our host shares how he used Gemini AI to analyze his lab results and craft a personalized diet plan—leading to a 30-day drop from LDL 179→97 and blood pressure 159/95→117/80, plus a lower A1C. If you’re a busy founder or executive, this episode shows how AI can support smarter daily decisions without adding complexity, cost, or e...

How do you challenge a stale, high-cost industry when you're a startup? Michael Leung, founder of The Flo Group, joins Harmonious at Lunch to detail his plan for disrupting the hearing aid market. Driven by his own personal experience with a degenerative eye condition, Michael is building a business around an affordable, non-invasive alternative: open-ear bone conduction headphones with built-in amplification.

This episode exami...

Are your sales growing but your bank account isn't? This paradox of being "revenue rich but cash poor" is a silent threat that puts many 7- and 8-figure businesses on the path to failure. Ken LaCroix, founder of Insightful Partners, joins Harmonious at Lunch to explain this dangerous financial situation. He draws a critical line between traditional accounting (looking backward) and the forward-looking finance strategy t...

Think you need a massive ad budget to scale your business? Think again. Kasim Aslam, who has built five 7- and 8-figure companies, joins Harmonious at Lunch to reveal the counterintuitive framework behind his 15-company portfolio: solve for traffic first, and never pay for it as a business model.

This conversation detours from a simple hiring discussion into a masterclass on opportunity identification. Kasim argues that traffic is t...

Is generative AI a viable tool for high-level executive coaching, or just a sophisticated search engine? Brandon Held joins Harmonious at Lunch to demonstrate how he's moved beyond standard AI limitations. He has programmed and built his own custom GPT, embedding his unique life coaching methodology directly into the model. This isn't about generic prompts; it's a guided experience designed to function like a conversati...