Key Takeaways From the 2022 Make BIG Happen Summit

More than 600 top CEOs and C-suite executives gathered in Miami Beach, Florida on October 20 – 22 for two days of learning, networking, and yes, some BIG Miami fun.

Founding Partner Mark Moses kicked off our 2022 Summit with the latest BIG numbers from another successful year at CEO Coaching International. Our clients represent:

• $48 Billion in Revenue
• 4.9 Billion in EBITDA
• 218,000 Employees
• 480 Companies
• 55 Industries
• 45 Countries

To learn how you can become part of our community, click here.

Jesse Itzler on being a “Spiritual Billionaire”

Jesse said you can be a financial billionaire or a spiritual billionaire. Most of us over index on trying to be a financial billionaire, but it’s the spiritual billionaire that is the force multiplier.

Growing up, Jesse’s dad was the ultimate example of being a spiritual billionaire. Not in the religious sense, but in the way he gave back, how he did random acts of kindness, how he improved the lives of everyone he came in contact with.

His father exhibited four attributes of being a spiritual billionaire:

1. Character
2. Compassion
3. Generosity
4. Kindness to all

If we have a billion in financial wealth times zero in spiritual wealth, we have zero. But if we have a billion in spiritual wealth times one dollar in financial wealth, we are a spiritual billionaire.

His point was simple but profound. Giving up the spiritual to score big on the financial is a loser’s game. Spend more time on the spiritual side of the ledger and your life—and likely your financial health too—will soar.

Ron Carson on “The Journey to a $1.1B Valuation”

From an inauspicious start selling mutual funds out of his college dorm room in the early 1980s, Ron Carson built a wealth management firm that was recently valued at $1.1B after selling a stake to Bain.

How did he do that? By continually realizing that “what got you here won’t get you there.”

Ron shared the strategies behind the 7 S-curves that propelled his business to new stages of growth. Cleverly, he showed the strategy he used at each stage of growth and how they had a compounding effect.

The 7 strategies for his wealth management business are:

1. Blueprinting: getting clear on your mission, vision, values, and goals.
2. Systemization: having a process, procedure, workflow, or checklist in place for every repeatable function in your business.
3. Hire top talent: pretty self-explanatory!
4. Passion Prospecting: build your marketing around things you love to do.
5. Revamping and scaling investment strategies: hiring specialist investment managers.
6. Redefining an all-in-one advisor offering: building out the tech platform to provide seamless proactive service to affiliated or non-affiliated advisors.
7. Scaling the business, building an innovative RIA, creating culture, and partnering with private equity: this is about building leverage and marshaling the financial resources to compete head-to-head with any firm in the industry.

Ron keeps evolving the firm and he says the next S-curve is to help others find their freedom.

Your strategies may differ, but the key is to start working on the next S-curve strategy before the current strategy peters out.

LaQuita Cleare on Perfecting Your Pitch

If you ask someone, “What does your firm do?” how do you respond?

LaQuita Cleare helped our audience “perfect their pitch” by sharing a simple 4-part framework.

To prove its effectiveness, LaQuita asked several Make BIG Happen Summit attendees to go on stage and share their “pitch” in 30 seconds. She then gave each person some constructive feedback and asked them to incorporate the feedback and do the pitch again.

Mind you these are seasoned CEOs and entrepreneurs, yet the difference between “before and after” was dramatic.

Here’s LaQuita’s 4-part framework:

1. Hook: Grab their attention immediately with a statement, question, fact, or figure.
2. What: What do you do?
3. Why: Why is what you do for your clients and customers important to them?
4. Special Sauce: Why are you different from everyone else?

LaQuita and her team have helped thousands of people in more than 50 countries, including CEOs, Fortune 500 companies, executives, and public figures, to become master communicators and persuasive presenters who are able to capture and hold people’s attention whether it is in a boardroom or on a stage.

John DiJulius on Your Brand Experience

We all know how tough it is to hire and retain top people. And while culture can help keep great people, you’ve got to get them on board first. How?

John says you have to create an outstanding “recruitment experience.”

Here are several ways to do that.

• Make it overwhelmingly obvious what you stand for (this should turn on or turn off potential candidates).
• Do multiple interviews with multiple team members and offer a “shadow day.”
• Have a few “hiring non-negotiables” and don’t compromise on your hiring standards.
• Develop and share career paths for each role.
• Have existing employees vote on who gets hired.

As John said, “The brands that survive The Great Resignation Era will be the ones who remained relentless with their hiring standards.”

Balaji Sekar and Jarrod Johnson on The TaskUs Journey to a $3B NASDAQ IPO

One of the biggest success stories of CEO Coaching International is the growth of TaskUs. Mark Moses started coaching the founders, Bryce Maddock and Jasper Weir, when the company had just a few million in annual revenue. In June 2021, the company went public and ultimately reached a market cap of $3 billion.

At the Summit, TaskUs CFO Balaji Sekar and Chief Customer Officer Jarrod Johnson shared three keys that led to the company’s stunning growth.

1. Team: the company was maniacal on fostering employee self-improvement and providing critical but constructive feedback so everybody could get better.
2. Culture: the company never sacrificed culture in pursuit of growth and they kept “kindness” as a key cultural value.
3. Discipline: they built, tracked, and were held accountable to quantifiable goals (their CEO Coaching International coach was key here) and they included the impact on the team as a key consideration in major decisions instead of just going on “what the numbers say.”

Immaculee Ilibagiza on The Power of Forgiveness

Immaculee is a survivor of the Rwandan genocide where she spent 91 days in hiding as over one million Tutsi tribe members were massacred, including her entire family.

In a moving presentation, she shared her harrowing story of loss and resilience and how she was ultimately able to overcome the adversity and discover the power of forgiveness.

Here are a few of her quotes that really stood out.

• “Love is thrown around so loosely and it wasn’t until I saw what hatred looked like that I was really able to understand what love is.”
• “Forgiveness is freedom to no longer be a prisoner of the one who hurt you.”
• “Listen to them with love.”
• “Every time I wake up is a new chance to do better.”
• “Whatever you do, do it with love.”

If you’d like to learn more about our coaching services and attend our next Summit, simply click here.

The 2022 Make BIG Happen Summit would not have been such a BIG success without the passion and dedication of all our clients, speakers, sponsors, families, friends, and the entire CEO Coaching International team. Thank you so much to everyone involved, and we hope to see you all again at the next Summit.