Growing with Purpose

On this mailbag episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Corey Rosen to answer listener questions about the world of employee ownership. Corey is the founder of the National Center for Employee Ownership (NCEO), a nonprofit membership and research organization that is an authoritative source on broad-based employee ownership plans. 

Corey founded NCEO in 1981 after working as a staff member in the US Senate, where he was first introduced to and intrigued by the concept of employee ownership. As he tells us, employee ownership was legislatively recognized in 1974, and is a unique topic in US politics because ever since its conception, it has been consistently favored by both major parties. Despite employee ownership being politically practical, financially strategic, and allowing economics to become more equitable, there are still misconceptions on the topic hindering it from becoming more widespread. 

In this episode, Corey helps us to understand the origins of employee ownership, the different variations, including ESOPs and purpose trusts, and what types of companies are good candidates for them. We’ll also dig into dispelling some of the myths around ESOPs, and the many benefits your company may see from adopting an employee ownership structure. 

If you still have more questions on the subject after listening to the episode, consider checking out the NCEO website for free resources, or read Corey’s recent book, written with John Case, titled Ownership: Reinventing Companies, Capitalism, and Who Owns What.

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Carl Erickson, the recently retired Executive Chairman of Atomic Object, a design and development software consultancy he co-founded in 2001.

Previously a tenured professor at Grand Valley State University, he enjoyed teaching, but didn’t so much appreciate the affinity in academia for sticking to the status quo. So, when a former student asked him to help manage a team for a startup, Carl took a sabbatical, and eventually resigned, to pursue the new opportunity. The innovation happening in such a new industry was thrilling. When that startup didn’t make it, Carl took the ashes of that business and created Atomic Object. 

Carl takes pride in having formed a team of longstanding Atoms who have helped him to shape the company from the early years into what it is today (their first intern, Mike Marsiglia, is now a co-CEO of the company). And part of that is due to Carl’s self regard, combined with his lack of business training - unburdened, he simply created a company that he wanted to work at. 

Tune in for this episode as Carl and Paul discuss Atomic’s handcrafted employee ownership structure, how moving states as a child shaped Carl’s personality, and the humbling lessons he’s learned on the company’s aspirational journey to becoming 100 years old. 

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Lauren Adams, the Director of Operations at the Center for Financial Planning, a privately held wealth management firm.

Lauren has always had a strong work ethic that combines with a passion for working towards a greater good. Even as she pursued education, and then a career, in financials, she wasn’t interested in the large public firms and the Wall Street culture. Rather, she focused on finding a work environment that fit her mission of working towards a greater purpose. And in the two companies she’s worked for since graduating - Morningstar and the Center for Financial Planning - she’s found just that. 

Tune in for this episode as Lauren and Paul discuss why Lauren shifted from being a stock analyst to a personal financial planner, how the Center for Financial Planning is unique in its industry, and what helped Lauren to get through the early days of the pandemic - all while she was creating new company policies, going through the Small Giants Leadership Academy, and raising a newborn. 

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Taylor Vanden Hoek, a delivery lead at Atomic Object, a custom software consultancy. Along with one of her colleagues, Taylor is currently working towards opening and managing Atomic Object’s fourth office, which will be located in Raleigh, NC. 

From a young age, Taylor had a love for art, largely thanks to her dad’s own passion for creativity. But it wasn’t until her senior year in high school, when she enrolled in a graphic design program at a tech center, when she really hit her stride. After studying at the Art Institute of Chicago, Taylor went on to have design jobs at various companies with different angles on the role of designer. Through this diverse experience, she was able to learn that she loved the parts of design that prioritized the end user and strove to problem solve with them in mind (also known as human centered design). With this self-awareness in mind, she found a place where she could thrive and pursue her purpose in Atomic Object. 

"Being able to know myself really well is something that has helped me figure out the systems I need to build for myself in order to be successful.” 

Tune in for this episode as Taylor and Paul discuss how Taylor came to lead the charge on Atomic Object’s fourth office opening, her passion for gardening (and how it relates to her leadership journey), and finding her own leadership style in the tech community. 

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Devyn Bachman, Vice President of Research at John Burns Real Estate Consulting. 

Devyn grew up surrounded by the entrepreneurial spirit. While her parents ran a 20-seat hair salon in Colorado, Devyn grew to love the idea of creating something on your own, but also to respect the relentless hard work that it takes to make a business a success. 

Devyn was the first in her family to attend college, and, for the majority of her academic career, was also a dancer on the Denver Nuggets dance team. This terrific opportunity allowed to travel the world, all while pursuing her passion for dance.

And she didn’t stop traveling after that. When Devyn’s now-husband proposed to her during their senior year of college, he was also just about to begin his career in the NHL. This meant moving houses, cities, and even states, at an alarming rate for over a decade.

“You wouldn’t believe the people I have met along the way. It’s absolutely been a thrilling adventure at every turn.”

Now, Devyn has been a part of the JBREC team for seven years, and she credits the company’s founder, John Burns, with his innovative approach to remote work - or rather, what they call connected work - in part for her ability to remain at one company and develop her leadership skills over those years. 

Tune in for this episode as Devyn and Paul discuss her experience on student council in high school, the ups and downs of constantly being on the move, and the merits of working at a company that values leadership in a variety of ways. 

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Lauren Eckhardt, founder and CEO of Burning Soul Collective. 

Lauren grew up in rural Missouri with plenty of space to let her imagination roam. She took a detour from her creativity in college, and began her career in Human Resources roles. And while she enjoyed certain aspects of HR, like identifying and celebrating individual’s strengths, her priorities shifted after the birth of her first child, and she knew she wanted to do something different.

After a scary bout of covid in the early days of the pandemic, Lauren was forced to look at her life path and where she wanted to take it into the future. By this point, she had already published her own books and done some ghost writing, and people would often ask her to help them with their own stories. So, in the wake of a pandemic, Lauren decided to take her skills and passions, and turn them into a business aimed at helping people write their own life stories. 

Tune in as Lauren and Paul discuss the merits of being an introvert who’s good at listening, tips on how someone can begin writing their story, and Lauren’s ongoing journey to discover her identity as a leader.

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Aaron Montgomery, the CEO of Montgomery Development Group, Co-Founder of CarLotz and author of Suspend Your Disbelief: Short Stories That Are Long On Wisdom. 

Aaron grew up in Detroit, raised by his mother, as well as her large family. From them, he learned the value of education and stories, and even got a lifelong, prophecy-filling nickname: Mr. President.

After going to a private high school thanks to a scholarship, and eventually Harvard Business School, Aaron recognizes that he’s benefited from experiences and environments that aren’t available to everybody. But he’s also seized opportunities when they’re available. In high school, he asked a friend’s dad if he could work at the man’s car dealership during his summer holidays. Through this, Aaron was able to learn the ins and outs of car sales, which eventually led to him co-founding CarLotz. He and his co-founders strove to make CarLotz a different kind of dealership, for customers and employees alike. Those changes quickly proved to be beneficial for business; but more than the numbers, Aaron is proud of the culture they created. 

“The real impact to me was felt when you saw the difference.”

Now, Aaron’s written a book, structured in stories - an homage to his grandpa - and hopes to reach young people through it so that they can learn from his experiences. He’s also working on himself, practicing patience, and focusing on the journey rather than the destination.

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Hai Nguyen, Co-Founder and Head of Product at Text-Em-All, an automated call and text company. 

For a man with such a calm, even presence, Hai’s life began with a lot of turbulence. When he was very young, and with the fall of Saigon, he and his family fled Vietnam. It was a dangerous journey to get to America, and one that took longer than anticipated, but fortunately, he and his family made it safely to Pennsylvania. While he only remembers the journey through the stories told by his older relatives, Hai does believe that the experience was a formative one.

“Now, as I’m older and hopefully wiser, I look back and it does give me a lot of strength. When I’m going through something tough, I think back at what my parents went through and it doesn’t seem to measure in comparison.”

Listen to this episode to discover how Hai and his opposites-attract business partner have worked together to create a meaningful culture at Text-Em-All. Plus, get an insight into Hai’s enthusiasm for being an amateur and how being humbled by learning something new helps to open up his worldview. 

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Massimo Backus, Chief Coaching Officer of Massimo Backus Leadership. 

Massimo’s path to leadership was not a straightforward one, and was heavily influenced by his struggles with dyslexia growing up. As he says, “that challenge both motivated me and put a chip on my shoulder.”

Despite having a supportive family, he felt “othered” in school, and so, understandably, his relationship with academia was fraught with resistance. After entering and then dropping out of college, he picked up several jobs which led him to his curiosity in psychology and how teams organize themselves. He then went on to get an undergraduate degree in Psychology, and a master’s degree in Organizational Behavior Psychology. This eventually led to his passion for working with leaders to fulfill their potential, and practice self compassion.

Listen to this episode to discover the three components of self compassion Massimo lives by, and how, when his own leadership was viewed negatively, he took the time to look internally at how he could improve himself for his own benefit, and that of his team. 

On this episode of the Growing with Purpose podcast, host Paul Spiegelman talks with Valerie Webster, President of HealthWorks, a Cincinnati based health and well-being company. 

When Valerie first stepped into the role of president in a new company, she took it upon herself to meet with every employee for a one-to-one conversation within the first 30 days. For her, trust is one of the most important aspects of being a good leader and building a successful team.

Even though Valerie is still fairly new to her current position, she’s had a long road of ups and downs that have led her to be a formidable and compassionate leader. From being one of the youngest of seven siblings, to deciding early on that she did not want to fit into the mold of working in the automotive industry like most in her Metro-Detroit community, Valerie knew since high school that she wanted to carve out a career that gave her purpose.

Fast forward to now, and she’s doing just that. Valerie talks to Paul about the eight dimensions of wellness that HealthWorks both embodies and promotes, as well as the challenges she faces, being the leader of a growing organization. But her biggest message of all is that nobody knows what lies ahead, and to keep turning every corner, because you never know what you’ll learn along the way.