HeyJaredGrowth-Drive's Business Advisor Coffee Klatsch
Every week a group of senior pros gather to dig into business advisory strategies, best practices, and client cases. Open to all - join the conversation every Tue @ 0930 ET - link below.
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Coffee Klatsch 09-22-2026 (opens the original)
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Summary This Coffee Klatsch session covers two main threads: a preview of the new Growth-Drive UI (portfolio view, gamified progress tracking, MCP integration with Claude), and a deep dive on facilitation led by Larry Deets using Wilkinson's five Ps model. The group distinguishes true facilitation from merely "MCing," with Erik, Peter, and Ed sharing discovery tactics that blend hard data with emotional drivers (via frameworks like HERD and Bowen Theory). The session closes with takeaways emphas
Coffee Klatsch 09-15-2026 (opens the original)
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Summary This week's Klatsch focused on collaboration and billing within the Growth-Drive community — George Sandmann praised the arm's-length model where members consolidate billing while still helping clients on single projects, Mike Garrison echoed a preference for simpler billing, and George encouraged public shout-outs to collaborators on LinkedIn — before shifting into conference logistics, with attendee lineups shared for the BEI conference, the 40Strategy workshop in AZ, and a call for wh
Coffee Klatsch 09-08-2026 (opens the original)
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Summary In this Coffee Klatsch session, advisors trade real client stories about a recurring problem: business owners scoring their own CLARITY assessments far higher than their financials support. The group shares tactics for surfacing that gap without sounding salesy — reframing scores against an old school grading curve, pointing out the difference between "good" and best-in-class (85+), and Ed's standout move of asking about employee turnover and firing history to expose hidden complacency.
Coffee Klatsch 09-01-2026 (opens the original)
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Summary This week's Coffee Klatsch mixed Summit logistics (hotel block deadline, new Level 1/2 reports, Claire AI now live for all subscribers) with a lively debate on prospecting — Joseph Frasko's signal-tracking approach on X/Reddit versus Mike Garrison's referral-driven, written sales process — while Larry Prince and George Sandmann tied it back to CLARITY data showing sales process and culture (63% correlation) as the strongest predictors of growth capacity, with newcomer Julie East adding a
Coffee Klatsch 08-25-2025 (opens the original)
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Summary This week's Coffee Klatsch tackles the execution gap—why even the best strategic plan stalls once it's time to implement. Joseph walks the group through why clients (and advisors) so often lack the capacity to execute, and makes the case for assembling a task-specific team around each client rather than trying to be the sole general contractor. The conversation turns into a rich back-and-forth on trust, control, and community referrals: how to bring outside expertise into a client relati
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