The Shift Spotlight!

The Shift Spotlight!

We shine a light on CEO's, business owners, visionaries and the EOS®️ community and the amazing gifts and talents you bring, so others can grow and lean from the best! We are actively searching for podcast guests who can bring their inspiring stories to light. 🕯️We'd love to showcase your journey! LEARN MORE & APPLY TODAY ➡️www.ShiftSpotlight.com⬅️ Intro and outro music is from #Uppbeat (free for Creators!): https://uppbeat.io/t/hartzmann/still-love License code: 5ZS1HYX3HXYXZ1J9

Episodes

December 9, 2025 29 mins

⚡ High-Stakes Leadership: The CEO Who Transformed Chaos into Clarity ⚡

Jonathan Dunn, CEO and Co-Owner of Initium Corporate Finance, has faced the highest-stakes decisions imaginable: leading through mergers, market chaos, and a pandemic that forced him to reduce a 150-person workforce.

In this episode, he shares what it actually takes to lead a company through radical transformation. This is a candid look at everything from navigati...

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⚡ Some episodes teach. This one flips your idea of finance on its head. ⚡

When I sat down with Ben Cooper, Strategic CFO and the powerhouse behind Amplify, I realized quickly that this was not a normal money conversation. Ben went from writing songs in Nashville to building financial systems that help EOS businesses grow with clarity, confidence, and zero spreadsheet-induced migraines. And yes, it works.


Ben lives where creativit...

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⚡ Some episodes educate. This one wakes CEOs up. ⚡

When I sat down with Kristen Prinz, CEO and Principal of The Prinz Law Firm, we dug into the truth behind workplace culture, leadership, and employment law. And wow. Prepare to rethink everything you assume about how people problems start, spread, and can be solved.


Kristen’s firm lives at the intersection of compliance, communication, and culture. She has seen the best, the wors...

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✨ Some leaders build companies. Matt Kuehlhorn builds people. And he makes the entire journey feel a whole lot Kooler. ✨

In this energizing, heart-forward episode of The Shift Spotlight™, Matthew Kuehlhorn shares how he grew Kooler Garage Doors by doubling down on purpose, play, and a culture you can actually feel. His leadership philosophy is simple. When people rise, the business follows. And he shows exactly what that looks like ...

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✨ Every Business Has a Story, but Only a Few Know How to Read the Numbers That Shape It ✨

In this practical, clarity-first episode of The Shift Spotlight™, we sit down with Evan Scharf, CEO of CedarRock Advisory. Evan shows how smart finance goes beyond bookkeeping. He explains how fractional CFO thinking, process upgrades, and a people-first culture turn confusing numbers into confident decisions.


Inside this concise, insight-pa...

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✨ From Recovery to Remote Leadership — Principles Over Production ✨

From overcoming addiction to leading hundreds of remote agents, David Price shares how discipline, humility, and “Principles Over Production” became the heartbeat of The Price Group.


Inside this one-part playbook, part-punch-of-motivation conversation:

💡 How health and business success go hand in hand

💡 The system behind creating financial freedom for everyday pe...

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✨ Every Business Has a Story — But Only a Few Know How to Tell It ✨

In this thought-provoking episode of The Shift Spotlight™, we sit down with Paul Furiga, Chief Storyteller at Vendilli, the newly merged full-service marketing, PR, and digital powerhouse redefining how brands connect, communicate, and convert.


A former journalist turned storytelling strategist, Paul reveals the power behind your organization’s Capital “S” Story—...

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✨ From Refugee to CEO — How Judith Built a Legacy of Leadership, Grit & Heart ✨

In this powerful episode of The Shift Spotlight™, we sit down with Judith, founder and CEO of Clean Club Calgary, whose extraordinary journey from a refugee camp in Italy to leading a thriving cleaning company and training center in Canada is a true testament to resilience, vision, and purpose-driven success.

From humble beginnings to building a peopl...

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✨ From Code to Conversions — How Tom Malesic Built Websites That Actually Work ✨

In this powerhouse episode of The Shift Spotlight™, we sit down with Tom Malesic, CEO of EZ Solution, whose 25+ year journey from early web developer to marketing and IT leader is a masterclass in growth, grit, and staying ahead of the curve.

Back in 1996, Tom launched a small web design company. Today, he leads a 25+ person team spanning the U.S. and th...

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Beyond Titles — Leading with Heart, Honesty, and Humanity ✨

In this powerful episode of The Shift Spotlight™, we sit down with Randy from Tri-Merit, whose story redefines what real leadership looks like. After a stroke changed his life 11 years ago, Randy rebuilt not just his health—but his entire approach to leadership—around authenticity, joy, and vulnerability.


The result? A people-first culture that propelled Tri-Merit onto...

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Beyond Wealth Management — Building Legacies That Last

In this insightful episode of The Shift Spotlight™, we sit down with Jim from SG Advisors, who reveals how the best family offices go far beyond managing money—they orchestrate every part of your financial life like a championship team.

Jim pulls back the curtain on what true comprehensive planning looks like and the mindset shifts driving long-term success:


⚡ Why siloed a...

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From Focus & Balance → Leading Without Burning Out ✨

In this episode of The Shift Spotlight™, we sit down with Angélique, who brings the 🔥 with wisdom-packed metaphors on what it really takes to stay sharp, balanced, and effective as a leader—without burning out.

She shares powerful insights every entrepreneur and executive needs to hear, including:

👉 🦅 “Be laser-focused like an eagle.”

👉 🐎 “Treat yourself like a million-dol...

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From Growth for Growth’s Sake → Building Real Enterprise Value ✨

In this episode of The Shift Spotlight™, we sit down with Rufus Cressend, a seasoned financial planner who, after 28 years in the field, has one mission for business owners: stop chasing growth for growth’s sake and start building true enterprise value.

Rufus shares why so many entrepreneurs end up “rich on paper, cash poor in reality”—and the mindset shifts needed to...

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From Pandemic Pivot to Fractional CMO — Driving Full-Stack Results

In this must-listen episode of The Shift Spotlight™, we sit down with Rajat Kapur, a Fractional CMO who helps middle-market brands achieve measurable growth without bloated retainers.

Rajat shares how he turned post-pandemic uncertainty into actionable leadership strategies—and why accountability, metrics, and smart delegation are key to driving results.

Inside thi...

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September 16, 2025 13 mins

✨ From Agency Owner to EOS Champion — A Story of Growth ✨

In this energizing episode of The Shift Spotlight™, we sit down with Ryan, who reveals how implementing EOS® reshaped his agency’s culture, strengthened his team, and set the stage for lasting success.

From navigating the rise of AI to building authentic, long-term client relationships, Ryan shares why human expertise and trust will always drive real results in local marketing...

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From Engineer to Attorney — A Journey of Resilience

In this eye-opening episode of The Shift Spotlight™, we sit down with Loyd, whose path from chemical engineering to law was anything but typical.

From navigating Hurricane Katrina to advocating for clients facing brain cancer insurance claims, Loyd shares the lessons that shaped his career—and why creativity, transparency, and doing the right thing always come first.

Inside this ...

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🔥 How Valerie Built a Soulful Vacation Rental Empire with EOS®

What do self-help books, short-term rentals, and a powerhouse all-female leadership team have in common? Valerie.

In this episode of The Shift Spotlight™, we sit down with Valerie Gangas, founder of Juniper Holiday and Home and author of two transformation-focused books, to explore how she accidentally built a fast-growing vacation rental management company by mixing sou...

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🎨 From Solo Designer to Business Visionary: Christi’s Journey on The Shift Spotlight™

What happens when a creative visionary builds a booming business and stays true to her values? On this episode of The Shift Spotlight™, we sit down with Christi Barbour, who grew her design practice from a one-woman show into a thriving team of 17 delivering commercial, luxury residential, and mixed-use projects.

But this isn’t just about scaling b...

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🔥 How Leonard Lynskey Turned a Business Crash into a Comeback with EOS®

On this episode of The Shift Spotlight™, we sit down with Leonard Lynskeypharmacist-turned-EOS® Implementer and the guide behind some of today’s most remarkable business turnarounds.

After scaling his own business at lightning speed, Leonard hit a wall. The crash was hard, but it became the catalyst for transformation. Enter EOS® — the system that helped him ...

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🔥 How Barrie Cohen Left Burnout Behind—and Built a PR Agency That Actually Gets Results

On this episode of The Shift Spotlight™, we sit down with Barrie Cohen—scuba diver, founder of Barrie Cohen PR, and the strategist behind some of today’s most visible brands.

After walking away from a toxic job, Barrie didn’t just start a business—she redefined what modern PR looks like. Think less press releases, more real relationships, smart s...

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