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  • AI in Finance: Get Real-Time Clarity With Tyler Davis Ep. 131

    AI in Finance: Get Real-Time Clarity With Tyler Davis Ep. 131
    Feb 18 2026
    Are you scaling your business… but still using your bank balance as your “dashboard”? In Episode 131 of Talk To Th3 Doc, I sit down with Tyler Davis, CPA (DAT – Finance) to talk about AI in finance, real-time reporting, and the visibility SMB leaders need to grow without nasty surprises. 💬 Top Takeaway Quote: “Usually it’s the visibility thing.” 🎯 Big Promise: You’ll learn how to stop guessing, understand what your numbers are really saying, and build a clearer path to profitable growth. 🏢 Why Fulcrum Cares (DFW / Keller, TX): At The Fulcrum Group, Inc., we help leaders align technology to outcomes using our STARPower Framework and a “No IT Jerks” culture. The same truth applies in IT and finance: when you can’t see clearly, you can’t lead confidently. ⏱️ Chapters / Highlights 00:00 Intro — why financial clarity matters 01:48 AI + automation in finance (tool overload) 03:07 Visibility: why leaders “fly blind” 04:12 The bank-balance trap (deposits vs commitments) 06:17 Growth hides costs (margins + cash flow) 08:50 Hidden costs of scaling 10:01 Faster reporting = faster decisions 12:15 Where AI helps most (with clean data) 19:32 Where AI can mislead (human judgment still matters) 22:21 Building a modern finance stack (integration wins) 🧰 Resources Mentioned 📘 Profit First | The Goal | Measure What Matters 🤝 Connect with Tyler Davis (DAT – Finance) 📞 937-419-1057 ✉️ tdavis@dat-finance.com 🌐 www.dat-finance.com 🔗 https://www.linkedin.com/in/tyler-davis-b761b6b2/ ▶️ https://www.youtube.com/@NextGenStrategiesPodcast 🎁 Tyler’s next step: reach out and ask for his metrics e-book mentioned in the episode. ✅ Subscribe + Explore 🎧 Listen (all platforms): https://pod.link/1807560282 🌐 Podcast Hub: https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 📺 Playlist: https://youtube.com/playlist?list=PLi1vcfxOUyUhHmTgOANWb7EUeNNHdlE0l&si=DRLQ9NjoXKdpnzYS 📩 Email Steve: thedoctor@fulcrumgroup.net 🔗 LinkedIn: https://www.linkedin.com/in/stevemeekcissp/ 🧭 Fulcrum Group (DFW Managed IT Services + Security) 📞 Sales: 817-337-0300 | ✉️ sales@fulcrumgroup.net | 🌐 https://www.fulcrumgroup.net/ (Managed IT • Managed Security • Compliance • Cybersecurity • Co-Managed IT • Cloud) ⚠️ Friendly note: Educational content only — not financial, tax, or legal advice. #AIinFinance #CashFlow #FinancialClarity #SMBLeadership #DFWBusiness #KellerTX #ManagedITServices #Cybersecurity #TechnologyAlignment
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    57 Min.
  • How to Uncover Hidden Business Costs Without Cutting Staff | Aaron Reinick | ERA Group – North America

    How to Uncover Hidden Business Costs Without Cutting Staff | Aaron Reinick | ERA Group – North America
    Feb 11 2026
    🩺 Reason for the Appointment Aaron Reinick Episode 130 – Hidden Business Costs Without Cutting Staff Most leaders feel margin pressure — but cutting staff isn’t the answer. In this episode, we uncover where money is quietly leaking inside organizations and how leaders can reclaim it without disruption. ⭐ Top Takeaway “Most businesses aren’t looking at their tail spend.” — Aaron Reinick 💡 Big question: What if the money you need for growth is already inside your organization — just hidden? 🎯 The promise: SMB, nonprofit, and municipal leaders will learn how to uncover indirect costs, improve visibility, and free up cash for technology, security, and growth — without layoffs or panic decisions. 👤 Guest Bio Aaron Reinick is a Consulting Partner at ERA Group – North America, based in Plano, Texas. With 30+ years of experience in operations, manufacturing, and procurement leadership, Aaron helps organizations identify hidden cost savings, renegotiate vendor relationships, and improve EBITDA — without sacrificing quality or people. 🔗 LinkedIn: https://www.linkedin.com/in/aaronreinick 🌐 Website: https://us.eragroup.com 🫀 Vitals (Key Metrics That Matter) 📊 10–20% of indirect spend can often be optimized Why it matters: That’s immediate margin improvement hiding in plain sight. 📊 Auto-renewing contracts are a major source of waste Why it matters: Missed reviews equal lost leverage. 📊 Visibility changes behavior Why it matters: Leaders manage what they can see. 🧠 Medical History (Summary) This episode explores how leaders can regain financial control by improving visibility into indirect spend, vendor contracts, and operational habits — turning hidden costs into strategic opportunity. 🔍 Exam (Chapters & Topics) ⏱️ 00:00 – Why cost pressure feels relentless ⏱️ 02:31 – What “tail spend” really is ⏱️ 06:05 – Visibility creates accountability ⏱️ 10:18 – Hidden costs leaders overlook ⏱️ 15:22 – Metrics that expose waste ⏱️ 22:14 – Contract and auto-renewal traps ⏱️ 29:49 – Reinvesting savings strategically ⏱️ 40:44 – Building ongoing discipline ⏱️ 52:34 – “Don’t be afraid to find out” 🧪 Treatment Plan (Resources Mentioned) • ERA Group cost optimization approach • Vendor contract reviews • Ongoing cost visibility discipline 📣 Guest Call to Action Aaron invites leaders to connect for a short, no-obligation conversation to identify hidden savings. 📞 Phone: 469-896-4343 📧 Email: areinick@eragroup.com 🌐 Website: https://us.eragroup.com 🎧 Podcast Call to Action If this conversation helped, subscribe, like, and comment on your favorite platform. You can also reach out to The Fulcrum Group to explore how we help leaders turn IT and operations into a predictable advantage. 👉 https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 👉 https://pod.link/1807560282 📘 Glossary Tail Spend: Small, indirect expenses that add up when unmanaged Indirect Spend: Non-core operational expenses EBITDA: Earnings before interest, taxes, depreciation, and amortization 🔑 Keywords / Hashtags #TalkToTh3Doc #HiddenCosts #TailSpend #BusinessStrategy #SMBLeadership #CostOptimization #DFWBusiness #ManagedITServices #OperationalEfficiency #ExecutiveLeadership #BusinessCashFlow #FulcrumGroup #ITStrategy #NoLayoffs #CostControl #LeadershipPodcast #DFWPodcast #BusinessVisibility #SmartGrowth 🎧 Listen on: Apple Podcasts | Spotify | iHeartRadio | PocketCasts | Amazon Music 🌐 Explore More Episodes: Talk To Th3 Doc Podcast | The Fulcrum Group, Inc. 📩 Email Steve: thedoctor@fulcrumgroup.net 🔗 Connect on LinkedIn: https://www.linkedin.com/in/stevemeekcissp/ 🏢 Fulcrum Group Contact 📞 Sales: 817-337-0300 🌐 Website: https://www.fulcrumgroup.net 📧 Email: sales@fulcrumgroup.net 🔗 LinkedIn: The Fulcrum Group, Inc. 📺 YouTube: The Fulcrum Group YouTube Channel 🐦 X: @TheFulcrumGroup 📘 Facebook: The Fulcrum Group, Inc. 📸 Instagram: TheFulcrumGroupInc
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    57 Min.
  • Are Municipal IT Risks Hiding in Plain Sight? With Ryan Young | Ep. 129

    Are Municipal IT Risks Hiding in Plain Sight? With Ryan Young | Ep. 129
    Feb 4 2026
    🎧 This episode of Talk To Th3 Doc features Ryan Young, Fractional CIO at The Fulcrum Group, Inc., as we explore a quiet but costly problem facing municipalities and growing organizations: IT risks that hide in plain sight until they become public, painful, and expensive. Most leaders don’t lose sleep over hackers first. They lose sleep over outages, audits, downtime, and accountability — and those risks usually come from deferred decisions, unclear ownership, and reactive IT planning. 🔥 Why this episode matters If you’re a city manager, SMB owner, nonprofit leader, or IT decision-maker, this conversation will help you: See where operational IT risk really comes from Understand why governance matters more than tools 🎧 Listen on your favorite podcast platform: 👉 https://pod.link/1807560282 📌 Explore more episodes + resources: 👉 https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 👍 Like • 💬 Comment • 🔔 Subscribe for more leadership conversations at the intersection of business and technology. 👤 Guest Bio Ryan Young is a Fractional CIO at The Fulcrum Group, Inc., where he helps municipalities, utilities, nonprofits, and growing organizations make disciplined, defensible technology decisions. Ryan specializes in IT governance, cybersecurity planning, compliance readiness, and long-term technology alignment — especially for organizations that need executive-level guidance without a full-time CIO. 🫀 Vitals 📊 Why these metrics matter to leaders: Organizations without standardized IT governance experience longer outages and slower recovery Audit stress increases when ownership and lifecycle planning are unclear Operational disruption often costs more than the original technology investment These are operational risks, not theoretical ones — and leadership visibility determines outcomes. 🩺 Medical History In this episode, Steve “The Doctor” Meek and Ryan Young unpack how hidden IT risks form, why reactive IT creates long-term pain, and how leaders can bring clarity, trust, and accountability back into technology decisions. 🧪 Exam ⏱️ 00:00 — Welcome & framing the leadership problem ⏱️ 02:05 — The current state of municipal and SMB IT ⏱️ 05:28 — Budget pressure vs. real IT risk ⏱️ 07:02 — Why trust matters more than tools ⏱️ 09:45 — Governance gaps and audit stress ⏱️ 13:04 — Operational overload and firefighting ⏱️ 19:49 — Compliance realities for municipalities ⏱️ 24:00 — Innovation vs. stability in public sector IT ⏱️ 31:07 — AI curiosity, fear, and misuse ⏱️ 39:41 — Leadership accountability and ownership ⏱️ 48:08 — Asking better questions about technology ⏱️ 55:40 — Final thoughts on visibility and trust 🩹 Treatment Plan (Resources & Prescriptions) Risk-based IT planning instead of reactive spending Governance and lifecycle management Fractional CIO leadership models Quarterly Success Reviews and executive visibility Trusted advisory relationships over vendor chaos 📣 Guest Call to Action 📩 Email Ryan Young: ryoung@fulcrumgroup.net 📞 Phone: 817-898-1287 Reach out if you want to discuss governance, compliance readiness, or long-term IT planning. 🎧 Podcast Call to Action If this episode helped you see IT risk differently: Subscribe to Talk To Th3 Doc Like, comment, or favorite the episode Or connect with The Fulcrum Group for a consultation: 👉 https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 🎧 Listen On Apple Podcasts | Spotify | iHeartRadio | PocketCasts | Amazon Music 🌐 Explore More Episodes: Talk To Th3 Doc Podcast | The Fulcrum Group, Inc. 📩 Email Steve: thedoctor@fulcrumgroup.net 🔗 LinkedIn: https://www.linkedin.com/in/stevemeekcissp/ 🏢 Fulcrum Group Contact Info 📞 Sales: 817-337-0300 🌐 Website: IT Services For DFW Businesses | The Fulcrum Group, Inc. 📧 Email: sales@fulcrumgroup.net 🔗 LinkedIn: The Fulcrum Group, Inc. 📺 YouTube: The Fulcrum Group YouTube Channel 🐦 X: @TheFulcrumGroup 📘 Facebook: The Fulcrum Group, Inc. 📸 Instagram: TheFulcrumGroupInc
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    58 Min.
  • How Leaders Build a Destination Workplace That Retains Talent With Betsy Allen-Manning | Talk To Th3 Doc Ep. 128

    How Leaders Build a Destination Workplace That Retains Talent With Betsy Allen-Manning | Talk To Th3 Doc Ep. 128
    Jan 28 2026
    What actually keeps great people from leaving? In this episode of Talk To Th3 Doc, Steve “The Doctor” Meek sits down with Betsy Allen-Manning, Founder and CEO of Destination Workplace, to unpack what it truly takes to build a destination workplace — one that attracts talent, builds trust, and sustains performance. If you’re an SMB owner, executive, or public-sector leader struggling with retention, disengagement, or burnout, this conversation reframes culture and leadership as operational priorities, not soft skills. ⏱️ Episode Highlights • Why we’re living in a leadership trust deficit • The five employee experiences that drive retention • Culture as a daily leadership behavior, not an HR initiative • Why recognition, growth, and clarity matter more than perks • Leadership as responsibility, not title 📺 Watch the full episode on YouTube: 👉 https://youtu.be/mX_Xh-1pn0Q 🎧 Listen on your favorite podcast platform: 👉 https://pod.link/1807560282 🩺 Reason for the Appointment How Leaders Build a Destination Workplace That Retains Talent Today’s leaders aren’t losing people because of pay alone — they’re losing them because of trust, culture, and leadership behaviors. This episode examines how leaders can intentionally build workplaces people choose to stay in. ⭐ Top Takeaway “Everyone at every level either contributes to the culture or contaminates it.” The Question Leaders Should Ask: What behaviors are we allowing every day that quietly shape our culture? The Promise: Listeners will walk away with a clear understanding of how leadership behaviors, recognition, and systems influence retention — and what to change first to build a destination workplace. 👤 Guest Bio Betsy Allen-Manning, Founder & CEO of Destination Workplace, is a nationally recognized leadership and workplace culture expert, keynote speaker, and consultant. She helps organizations develop better leaders and create environments where employees want to apply, engage, and stay — especially in today’s post-COVID, hybrid work reality. 🔗 Website: https://www.destinationworkplace.com 🔗 LinkedIn: https://www.linkedin.com/in/betsyallenmanning/ 📊 Vitals • Five employee experiences drive retention: culture, leadership, growth, team, and well-being • Most employees leave because of leadership, not pay • Recognition and trust directly impact engagement and productivity 👉 These metrics matter because SMBs and local organizations feel turnover faster — culturally and financially. 🧠 Medical History This episode explores how leadership and culture directly influence retention, performance, and trust — and why intentional leadership is now a competitive advantage. 🔍 Exam Room Notes • 00:00 – Introduction Why culture and leadership are operational issues • 04:40 – The Post-COVID Workplace Reality Employer vs. employee expectations • 07:30 – Five Employee Experiences What defines a destination workplace • 16:45 – Leadership Development Coaching vs. managing • 33:50 – Remote & Hybrid Teams Intentional collaboration • 52:40 – Leadership Responsibility Why leadership is not a title 🧪 Treatment Plan • Destination Workplace National Workplace Trends Study • Employee Recognition Questionnaire • Leadership development and culture assessments 📣 Guest Call to Action Betsy invites leaders to explore tools and insights to strengthen leadership and workplace culture. 🌐 https://www.destinationworkplace.com 🌐 https://www.betsyallenmanning.com 🎙️ Podcast Call to Action If this episode resonated, subscribe, rate, and review Talk To Th3 Doc on your favorite podcast platform. You can also connect with The Fulcrum Group and request an initial consultation at: 👉 https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 🎧 Listen on: Apple Podcasts | Spotify | iHeartRadio | PocketCasts | Amazon Music 🌐 Explore More Episodes: Talk To Th3 Doc Podcast | The Fulcrum Group, Inc. 📩 Email Steve: thedoctor@fulcrumgroup.net 🔗 Connect on LinkedIn: https://www.linkedin.com/in/stevemeekcissp/
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    58 Min.
  • AI Is Now a Leadership Decision – Seeni Kittappa Episode 127

    AI Is Now a Leadership Decision – Seeni Kittappa Episode 127
    Jan 21 2026
    ⭐ Top Takeaway “AI maturity isn’t coming — it’s already here, and leaders have to decide how they’ll respond.” Most organizations don’t fail with AI because of technology. They fail because they treat AI like a side project instead of a leadership and operational decision. 🎯 What you’ll gain from this episode If you’re an SMB owner, nonprofit leader, or local government executive, you’ll learn how to: • Identify hidden operational gaps AI can stabilize • Improve customer experience without burning out your team • Approach AI responsibly, without hype or unnecessary risk We also challenge a common assumption: doing nothing is often the riskiest strategy of all. 👤 Guest Bio Seeni Kittappa is an AI Architect Lead with more than 20 years of experience delivering large-scale Cloud, Data, and AI initiatives across commercial and public-sector organizations. His work focuses on practical, outcome-driven AI that improves customer experience, operational consistency, and business confidence — not experimentation for experimentation’s sake. 🔗 LinkedIn: https://www.linkedin.com/in/seenikittappa 📊 Vitals Customer Behavior Shift: Voice interactions are now mainstream, meaning customers expect fast, frictionless responses — not callbacks or voicemail. • Operational Impact: A significant portion of customer calls go unanswered due to staffing strain, creating lost revenue and broken trust. • Strategic Reality: Contactless and digital-first engagement is no longer a differentiator — it’s the baseline expectation. 🩺 Why these vitals matter: They signal a permanent shift in how customers engage and how leaders must plan. AI is now part of the operational backbone, not an experiment. 🔍 Exam Key Topics & Highlights (timestamps may be adjusted post-upload) • ⏱️ 00:00–03:00 — Why AI is now a leadership decision • ⏱️ 03:00–08:00 — The hidden cost of missed calls and inconsistent service • ⏱️ 08:00–14:00 — Voice AI vs. traditional automation • ⏱️ 14:00–20:00 — Operational efficiency as strategy, not cost cutting • ⏱️ 20:00–26:00 — Customer expectations and experience consistency • ⏱️ 26:00–30:00 — The After Visit Summary: what leaders should do next 🧠 Treatment Plan • Voice AI for customer engagement and call handling • Generative AI for contextual, human-like interactions • AI readiness and operational governance discussions 👉 Guest Call to Action If today’s conversation sparked ideas or questions around AI, customer experience, or operational efficiency, connect with Seeni Kittappa on LinkedIn to continue the discussion: 🔗 https://www.linkedin.com/in/seenikittappa 🎧 Podcast Call to Action If you found value in today’s visit: • Subscribe to Talk To Th3 Doc on your favorite platform • Like, comment, or share this episode • Or connect with The Fulcrum Group for a practical conversation about AI readiness and managed IT services 👉 https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 🔑 SEO Keywords / Hashtags #TalkToTh3Doc #AILeadership #VoiceAI #GenerativeAI #SMBStrategy #ManagedIT #CustomerExperience #OperationalEfficiency #ITLeadership #AIReadiness 🎧 Listen On Apple Podcasts | Spotify | iHeartRadio | PocketCasts | Amazon Music 👉 https://pod.link/1807560282 🌐 Explore More Episodes: https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 📩 Email Steve: thedoctor@fulcrumgroup.net 🔗 LinkedIn: https://www.linkedin.com/in/stevemeekcissp/ 🏢 Fulcrum Group Contact Info 📞 Phone: 817-337-0300 🌐 Website: https://www.fulcrumgroup.net 📧 Email: sales@fulcrumgroup.net
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    56 Min.
  • Is Cyber Risk Putting Your Business at Risk? |With David Johnson | Episode 126

    Is Cyber Risk Putting Your Business at Risk? |With David Johnson | Episode 126
    Jan 14 2026
    Cyber risk is no longer just an IT concern—it’s a leadership issue that can decide whether a business survives or shuts its doors. In this episode, Steve “The Doctor” Meek sits down with David Johnson to unpack why so many SMBs still underestimate cyber risk—and what leaders must do differently in 2026. 🔑 Top Takeaway “Cyber risk is business risk.” — David Johnson Most business owners assume cybersecurity is something their IT provider “handles.” That assumption is exactly what attackers count on. The bold truth: leaders who don’t actively own cyber risk are quietly betting their company’s future on luck. 🎯 What you’ll gain by listening: • A clearer understanding of why SMBs are targeted first • How cyber insurance now affects revenue, contracts, and partnerships • Practical leadership behaviors that reduce risk—without becoming technical 👉 If you want to protect your people, your reputation, and your future revenue, this episode shows where to start. 👤 Guest Bio David Johnson, VP of Sales & Marketing at The Fulcrum Group, Inc., brings nearly 30 years of experience in IT and over two decades working directly with small and mid-sized organizations. David works closely with business owners to help them understand cyber risk, cyber insurance requirements, and how the right managed IT partnership can reduce operational and financial exposure—before a crisis hits. ❤️ Vitals 📊 43% of cyberattacks now target SMBs Small businesses are no longer “too small to notice.” Attackers know defenses and budgets are limited. 📊 Only 10–17% of SMBs carry cyber insurance This leaves most organizations financially exposed—and increasingly unqualified for vendor or client contracts. 📊 Organizations without incident response plans recover 3.5× slower Downtime isn’t just lost productivity—it’s lost trust, revenue, and momentum. 🩺 Why this matters: These metrics prove cyber risk is a leadership and continuity issue, not just a technology problem. 📋 Medical History This episode breaks down how cyber threats, cyber insurance, and leadership responsibility intersect—and why preparation always beats panic. 🔍 Exam Time-Stamped Highlights & Key Topics • 03:00 – The myth: “We’re too small to be a target” • 05:51 – Why cyber insurance is becoming unavoidable • 09:13 – New insurance requirements SMBs aren’t ready for • 12:00 – Cyber risk management vs. tool buying • 17:50 – Why training and awareness reduce risk • 32:03 – The real cost of cyber incidents • 40:48 – Incident response planning explained • 49:16 – “Cyber risk is business risk.” 🧾 Treatment Plan 💡 Key Prescriptions from the Episode • Conduct regular cyber risk assessments • Implement layered security—not single tools • Build and test an incident response plan • Treat cyber insurance as a business enabler, not a cost 📣 Guest Call to Action David invites listeners to continue the conversation and take a proactive step toward understanding their cyber risk posture. 📞 Phone: 817-898-1281 🔗 LinkedIn: https://www.linkedin.com/in/djtfg/ 🎙️ Podcast Call to Action If today’s discussion resonated, subscribe to Talk To Th3 Doc on your favorite podcast platform and leave a review—it helps other leaders find the show. Connect with The Fulcrum Group through the Initial Consultation form on our podcast landing page: 👉 https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 🎧 Listen on: Apple Podcasts | Spotify | iHeartRadio | PocketCasts | Amazon Music 🌐 Explore More Episodes: Talk To Th3 Doc Podcast | The Fulcrum Group, Inc. 📩 Email Steve: thedoctor@fulcrumgroup.net 🔗 Connect on LinkedIn: https://www.linkedin.com/in/stevemeekcissp/ 📞 Fulcrum Company Links Phone: 817-337-0300 Website: https://www.fulcrumgroup.net Email: sales@fulcrumgroup.net LinkedIn: The Fulcrum Group, Inc. YouTube: The Fulcrum Group YouTube Channel X (Twitter): @TheFulcrumGroup Facebook: The Fulcrum Group, Inc.
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    52 Min.
  • From Data to Decisions: How AI Empowers Modern Leaders |With Tom Delanoy | Ep. 125

    From Data to Decisions: How AI Empowers Modern Leaders |With Tom Delanoy | Ep. 125
    Dec 10 2025
    Summary In today’s conversation, Tom Delanoy shows how modern leadership blends culture, clarity, transparency, and data. Long before AI tools improve efficiency, leaders must establish alignment, trust, and communication. This episode gives SMB and nonprofit leaders a simple roadmap for improving decision-making — by first strengthening the foundations of culture and people. Top 3 Takeaways 1. Culture is a strategic engine, not a perk. “Free donuts only go so far.” Intentional recognition and authentic connection drive retention and performance. 2. Balance your three stakeholders. Leaders must serve team, clients, and candidates — creating stability in relationships and delivery. 3. Hire proactively — not reactively. “Good companies should try to make space when they can.” Strategic talent decisions lead to better long-term outcomes. Key Quotes • “Good companies should try to make space when they can.” • “It’s a three-legged stool for us.” • “Free donuts only go so far.” • “Leadership is about transparency during tough seasons.” Episode Chapters 00:00 — Welcome 01:32 — Culture over perks 04:05 — Building meaningful engagement 07:40 — Leadership lessons from sports 09:52 — Strategic hiring during growth 12:21 — The Three-Legged Stool (people/clients/candidates) 14:50 — Transparency that builds trust 17:10 — Systems and customer experience 19:00 — Final takeaway Guest Bio Tom Delanoy, Partner & COO – Thomas Edwards Group Tom has led the operational and cultural strategy for one of Dallas’ top recruiting firms. With a background in accounting, leadership, and organizational development, Tom brings a grounded perspective on how transparency and culture enable better decision-making. 🔗 Website: https://thomasedwards.com 🔗 LinkedIn: https://www.linkedin.com/in/tomdelanoy Call to Action – Guest Tom invites leaders seeking hiring support or cultural alignment guidance to connect: 📧 tom@thomasedwards.com 📞 214-466-2620 🌐 https://thomasedwards.com Call to Action – Podcast If today’s conversation sparked ideas, subscribe on your favorite podcast platform. And if you want clarity in your IT strategy, cybersecurity posture, or AI readiness, connect with The Fulcrum Group → 👉 https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ 🔖 Suggested Hashtags #TalkToTh3Doc #LeadershipPodcast #DFWBusiness #AILeadership #ITStrategy #ManagedITServices #SMBLeadership #CultureAndLeadership #HiringStrategy #CybersecurityDFW #STARpowerFramework #SPOTManagedIT
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    50 Min.
  • Facing the New Trust Crisis at Work? |With Hanna Bauer| Episode 124

    Facing the New Trust Crisis at Work? |With Hanna Bauer| Episode 124
    Dec 3 2025
    🩺 Reason for the Appointment A clear, human-centered conversation about the trust breakdown affecting today’s leaders. ⭐ Top Takeaway “We’re in a crisis of trust.” — Hanna Bauer Today’s leaders are “building the plane while flying it,” dealing with hybrid complexity, high expectations, and digital overwhelm. Trust is the first casualty. Compelling Question: If trust is declining across your organization, what hidden friction or fatigue might it be creating? Promise to the Listener: You’ll learn how trust impacts performance, how leaders can rebuild it, and how human-centered leadership transforms culture, communication, and technology adoption. You’ll also hear a surprising personal story from Hanna that reframes resilience and leadership presence. 👤 Guest Bio Hanna Bauer, Founder & CEO at HEARTnomics™ Enterprises Hanna Bauer is an award-winning leadership strategist known for helping organizations strengthen trust, alignment, and engagement. As the CEO of HEARTnomics™, she blends operational excellence with human-centered tools to help executives navigate change without burning out their people. A Lean Six Sigma Black Belt, Maxwell Leadership Coach, and survivor of a pioneering heart procedure, she brings clarity, compassion, and data-driven insight to every conversation. 📊 Vitals (Statistics & Metrics) Key data referenced in this episode and why it matters: • 61% of employees report digital communication fatigue → Hybrid + tech overload reduces engagement and innovation. • Only 16% of organizations see sustainable results from digital transformation → Tools fail without culture readiness. • Organizations with strong alignment see 22% faster adoption of new tools → Trust speeds up ROI. • A well-run change management plan can return $6.50 for every $1 invested → Leadership clarity = financial performance. 🏥 Medical History (Summary) This episode centers on how trust is eroding inside today’s hybrid workplaces—and how leaders can restore clarity, connection, and meaning. Hanna shares practical tools that help executives drive cultural health and operational excellence. 🔎 Exam (Chapters & SEO-Optimized Topics) 00:00 — Introduction • Why trust is now the #1 leadership asset 01:33 — The Crisis of Trust • Identifying the early warning signs • How trust affects IT adoption, security, and culture 03:58 — Hybrid Work & Human Connection • The gap between communication and connection • Why digital convenience often undermines team belonging 04:21 — "The Tool Is for the Human" • Human-centered IT strategy • How STARPower aligns people, process, and tools 08:19 — Communication Overload • Email, Teams, chat, noise • How overload reduces creativity 20:47 — AI, Automation & Humanity • What machines can’t replace • The importance of meaning-making and empathy 31:04 — People Readiness • Preparing humans—not just systems—for change 37:47 — Six Sigma Meets Leadership • Process improvement for humans and systems Resources Mentioned • HEARTnomics Assessments – https://heartnomics.com/assessments • Hanna’s LinkedIn – https://linkedin.com/in/bauerhanna • HEARTnomics YouTube – https://www.youtube.com/@heartnomics 📞 Guest CTA Connect directly with Hanna Bauer: 📧 hanna@heartnomics.com 📱 678-978-2356 🌐 https://heartnomics.com/assessments 🔗 https://linkedin.com/in/bauerhanna 🎧 Podcast CTA Subscribe on your favorite platform → 🎧 Apple Podcasts | Spotify | iHeartRadio | PocketCasts | Amazon Music Explore more episodes → 🌐 https://www.fulcrumgroup.net/talk-to-th3-doc-podcast/ Contact The Fulcrum Group: 📞 817-337-0300 🌐 https://www.fulcrumgroup.net 📧 sales@fulcrumgroup.net | thedoctor@fulcrumgroup.net 🔗 LinkedIn Business: The Fulcrum Group, Inc. 📺 YouTube: The Fulcrum Group YouTube 🐦 X: @TheFulcrumGroup 📘 Facebook: The Fulcrum Group, Inc. 📸 Instagram: TheFulcrumGroupInc
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    52 Min.