◆ Insights

leadership

Article
Mar 31, 2026

What to expect at your first meeting with a CEO coach

CEO coaches offer immediate ROI to your organization by focusing on three main areas right away: Your people, your strategy, and you as a leader. This article offers a few of the questions you can expect on your first call.
5 min read
Article
Mar 17, 2026

Why strategic plans break down during execution and how CEOs can prevent it

Vision is rarely the problem. Execution is. Strategic plans break down when they lack disciplined financial oversight, measurable accountability, and a consistent operating rhythm. This article from Preferred CFO, a CEO Coaching International Diamond Strategic Partner, explores the operational and financial friction that disrupts execution and outlines how CEOs can turn strategic intent into structured, predictable performance.
5 min read
Article
Mar 12, 2026

A five-step formula for achieving an accountability culture that works

If you want to Make BIG Happen in 2026, then before you step into your annual planning session, you have to confront the one question that will reframe everything about your company and your performance as CEO: What if the biggest obstacle to your company’s growth next year is your own outdated habits?
5 min read
Article
Mar 4, 2026

Pushing the possible: how to drive exponential growth in a PE-backed firm with Peter Platten

Peter Platten explains his four-move framework to grow fast in a private equity environment and achieve exponential success.
4 min read
Article
Feb 26, 2026

Is your CFO actually a “CF-No”? How to find true strategic financial leadership with Jerry Vance and Scott Crawford

Jerry Vance and Scott Crawford explore the fractional CFO industry and why forecasting and planning are strategic leadership tools.
4 min read
Article
Feb 18, 2026

Why you need a data strategy to anchor your AI strategy with Tim Kreytak and Jason Breazeale

Tim Kreytak and Jason Breazeale discuss why you need BIG data mastery before AI can help your company Make BIG Happen.
4 min read
Article
Jan 21, 2026

Why a “healthy” CEO is the new competitive advantage with Dr. Jeff Graham

If you ran your business the way many CEOs manage their health, you’d have to call an emergency board meeting immediately. The same successful CEOs who lead with precise data and dashboards often rely on "gut feel" when it comes to their own biology. Or, worse, they brush aside stress, exhaustion, and that funny feeling in their chest as just part of the job. On today’s show, Dr. Jeff Graham explains why CEOs who want to perform at a high level over decades need to treat their health as a measurable, optimizable operating system. He also discusses how "precision medicine," recovery, and adaptability can help leaders stay mentally sharp, improve their health, and keep Making BIG Happen.
4 min read
Article
Jan 13, 2026

The CEO’s guide to strategic risk management and protecting valuation with Integrated Insurance Solutions Founder Trey Mauck

Trey Mauck discusses how strategic risk management protects valuation, reduces disruption, and can become a competitive advantage.
4 min read
Article
Dec 17, 2025

The new CEO reset: breaking your old habits so your company can grow in 2026

If you want to Make BIG Happen in 2026, then before you step into your annual planning session, you have to confront the one question that will reframe everything about your company and your performance as CEO: What if the biggest obstacle to your company’s growth next year is your own outdated habits?
7 min read
Article
Dec 3, 2025

Your multi-million dollar liquidity event is coming — here’s what you should do with Saman Samii and Mitch Slater of UBS Wealth Management

Saman Samii and Mitch Slater discuss how to prepare yourself emotionally, financially, and structurally for a BIG exit.
4 min read
Article
Nov 24, 2025

Preparing your 2026 annual planning meeting agenda, Part II

Consider this your blueprint for redesigning the resilient new business you've envisioned during your 2026 annual planning.
6 min read
Article
Nov 19, 2025

The CEO’s guide to SEO, AEO, and humanizing your digital marketing with GreenBanana SEO founder Kevin Roy

Kevin Roy explains how the rise of AI and large language models is transforming the way that businesses Make BIG Happen.
4 min read

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