00;00;06;16 - 00;00;31;26

Unknown

Welcome to the Profit First for Real Estate Investing podcast. Every week we bring you top investors and experts sharing how they create clarity, cash flow and consistent profit. This episode is brought to you by simple CFO. Profit first. Profit always. Let's go. Well, I thought that I wanted to have a thousand self storage doors. Right? And actually 800 self storage stores.

00;00;31;26 - 00;00;48;23

Unknown

But I thought that's what I wanted. Had it in my vision. We started taking down a couple of self storage facilities. It is not what I want. I don't want to have anything to do with self storage. So I thought that's what I want. I could see a path to get there. I started down the path to get there.

00;00;48;24 - 00;01;12;04

Unknown

Got some experience with it. Realized it's not what I want. So I'm going to change now. You have to. Your vision has to pass the test of disappointment, right? But this wasn't disappointment for me. It was. I don't like it. Right? I don't like the effort that I have to go into it. So it wasn't a disappointment type thing where I had to overcome obstacles or challenges.

00;01;12;08 - 00;01;32;13

Unknown

I had to do those things too. But in the end, it didn't warrant the way that I wanted to become wealthy anymore. Once I started on that path, hey. Hey, everyone, this is David Richter, the prophet. First of all, I podcast have a special guest today, Candace Broom, which we go back, don't we, Candace? We go like back.

00;01;32;16 - 00;01;57;29

Unknown

Back. Well you're back. We go way back where? This is what I don't know, it seems like ten years ago, like when we were building Podio systems for real estate investors, and we worked with Candace and then also her business partner, Larry Goings, and that was pretty incredible back then, just seeing all this stuff behind the scenes. So we have a long history because now fast forward, you know, that ten years later and she has her own business.

00;01;57;29 - 00;02;15;20

Unknown

Obviously we have simple CFO here and wrote profitable versus all that stuff. And Candace, I'm just excited to okay, let's fill in some gaps because I know you back then I know, you know, I'm excited just to have this deeper conversation with you. So thanks for being on today. No, I completely appreciate it. I've always been a fan of profit.

00;02;15;20 - 00;02;32;22

Unknown

First, you doing the deep dive profit versus for real estate investors really helped us out too. So, I love it. Everything that you are about, everything that you do, the person that you are, I'm a big fan, so I really appreciate you being here. Yeah, well, I appreciate that. I did not pay Candace to say that, which was great.

00;02;32;22 - 00;02;48;16

Unknown

So she actually got to know me because we're going to talk about what Candace does now, which is pretty incredible and has already helped me a ton in my life and just some of the trajectory that, as we're recording this at the beginning of 2026, that I'm hopeful for this year and have some good steps for the next steps.

00;02;48;16 - 00;03;07;03

Unknown

But we'll get there. We'll get there. So we'll just whet your whistle before we get there, though. But Candace, you've got a, history with the real estate world of like, you've been in it, the trenches, you've seen an operation, you've even been part of it, I think because Larry sold everything. Right? So it's like you've been part of transitions and you've seen lots of stuff.

00;03;07;03 - 00;03;30;15

Unknown

So I don't know, where do you want to start? Like how you got into this or like, what's the most exciting things that have happened to you on this journey? I just want to know. I want to know like Candace and and what what keeps her ticking? Well, back in, way back when, 2016, 2017, maybe when you guys were building Podio, we had one that was super convoluted.

00;03;30;15 - 00;03;55;20

Unknown

You guys came in, completely simplified it for us. Back in the day, we had, this is again with Larry Goins. We had probably six different 5 or 6 different entities running and operating at that time. And in 2016 and 2015, we learned iOS and the language around that and started implementing it. In 2016, I became the integrator over all of our entities.

00;03;55;22 - 00;04;26;28

Unknown

So simplicity was our theme back then, and we kept that, when we started doing, a revamp on our business and everything, it started making us look a little bit deeper at while we were driving for what we were driving for, especially Larry. Right. He's the CEO, he's the founder. He was our driver. So, what we started finding was that the businesses that we had, even though profitable, even though we had built them, some of them at a rapid scale, and they were really lucrative businesses.

00;04;27;03 - 00;04;51;16

Unknown

They weren't fulfilling the life that he ultimately wanted to have or thought that he would have as a business owner. So that put us on the trajectory of vision. And when we started looking at vision, I dove headfirst and it felt like I had, like, landed in this utopia world. Like I understood where we weren't aligned. I could see the bigger picture.

00;04;51;19 - 00;05;12;14

Unknown

I could hear what he was saying, even things he wasn't saying that. And we knew there needed to be a change. In 2018, he did a burn it down, right? We completely burned all of our entities down. We had three great people come in and help us do that. And that's awesome. This is great. Where are you?

00;05;12;16 - 00;05;32;06

Unknown

That's where. So we were the guinea pigs for, like, the burn it down exercise, right? We were the birth of that exercise. And, I've used it several times since then on students of mine, of coaching students of mine. But, when it happened to us, it's super painful, right? It put him in a really uncomfortable place, but it forced him to answer some really difficult questions.

00;05;32;09 - 00;05;52;27

Unknown

If everything was gone, what would he build back? And when we build it back, what would it look like? Right? Would it look like what we have now, or would it look different? Like him completely in the driver's seat, knowing everything he knows, having to shed all of those responsibilities, all of the obligations. If all of that were just gone, what would he actually do?

00;05;52;29 - 00;06;06;13

Unknown

And we had to look at it through. The lens of money is not an issue and time is not an issue. You've got all the time in the world that you want, and you've got all the money that you need. So through that lens, would you even build it back? And if you would, what would it look like?

00;06;06;16 - 00;06;27;24

Unknown

So we went through that process. We did it with each other. He ultimately decided that he didn't want to coach anymore. He didn't want the education division. We sold that off, which we were told couldn't be done. You can't sell, a, education business with a face on it. To somebody else. But we we did that.

00;06;27;27 - 00;06;50;22

Unknown

And, life became a lot simpler for him and a lot more life focused versus business focused. The real estate side was revamped to support what it was you want to going on. So it was really, really pivotal for us in 2018 when that happened. And, the trajectory that his life started taken since then. Now last year, this is 2026.

00;06;50;22 - 00;07;11;05

Unknown

So 2024, we did it again. And some new things came to light, some new focus came to light. We did another mini revamp. We didn't have to burn anything down. We just tried to change some things and looked at some things differently with our, real estate entity over 2025 and going into 2026. So it was extremely pivotal for us.

00;07;11;12 - 00;07;39;26

Unknown

What happened for me was I had he had started taking me to these mastermind groups that were both in, you know, a ton of the same people, all great people, men and women, great businesses have been built by these great people, but a lot of them were in the same situation that he was in, right, in 2016, 17, 18, 19, even after we started going through the changes of everything and, in these mastermind groups, some of the ones that we're in have hot seats.

00;07;39;29 - 00;08;09;18

Unknown

And what I was noticing was a lot of the problems that were brought to the table were repeated. Right. And so it started making me think about swimming upstream. You know, what happens between because we were having massive, massive change right at a, at an epic scale in between the meetings and like what was happening to these other people with everything they say they want, getting back home, nothing happening, coming back to the same, to the next meeting with kind of the same things happening or very little progress.

00;08;09;21 - 00;08;39;05

Unknown

So that led me to start working with individuals in their teams, individuals in their right hands, just as I was Larry's right hand, working with the visionary in his right hand, CEO right hand, whatever label or term or title you want to put on them, right? To try to make sure that, there was communication there and what I found was there's a language barrier, visionary, speak a certain language, CEO speak a certain language, CEOs or integrators speak a certain language.

00;08;39;07 - 00;09;02;28

Unknown

And there's not a lot of awareness out there to learn how to talk to each other. That's instinctive for me, and I was able to help bridge that gap between the two and translate what it was. The visionary was looking for or was trying to say and didn't know how to articulate to their team for execution. Right. Also, I was able to help them get out of their own way a little bit.

00;09;03;05 - 00;09;27;03

Unknown

And my presence, not dominant, but strong, right? Yeah, yeah. Was able to kind of help them face a lot of things that their team wasn't able to say to them. I had no skin in the game except for to tell them the truth from what I saw. So I was able to express some things and say some things that they needed to hear, whether they wanted to or not, that was impacting their team and the performance of their team.

00;09;27;05 - 00;09;53;03

Unknown

So working with their teams had to swim upstream a little bit more. And one of the biggest questions that I started having to ask them was, what is your team even driving for? Do they know where is your vision? And they could tell me, but a majority of them didn't have it written down. Some of them weren't able to articulate it, and that is where the vision process for me really started taking shape.

00;09;53;05 - 00;10;12;04

Unknown

In the mastermind groups, I was asked to start being part of, brainstorming sessions to help pour vision out of people. I started formulating kind of a process to do that, a little bit of a format, to help people start to question the conditions, you know, that they put around themselves and they put around their business.

00;10;12;04 - 00;10;36;22

Unknown

So I just kept swimming upstream and developed the process really out of, necessity for us, for Larry, and then also to help these guys and ladies that I really love being in, in massive amounts with that are doing amazing things in the communities that we're in now. That's awesome. And it's awesome to hear your journey and you diving into like how you got into it and why you're getting into it and why you've helped people, and which is really cool.

00;10;36;22 - 00;10;56;22

Unknown

I also wonder too, when, when does someone need help with their vision? Like, let's just say, okay, let's say, oh, well, unless you say if they're in a W2, they need a vision. If they are just starting out and they're a new entrepreneur or a new business owner, they need a vision. If they've got a team like and they're not able to communicate that vision, obviously they need the vision.

00;10;56;22 - 00;11;18;18

Unknown

Then from what you just said. But I was wondering, like for some listening, for someone listening here, would it be like, okay, what when do they need to start thinking about that? It is, is it as soon as humanly possible or like yesterday or 20 years ago, you know, the best time to plant a tree? I'm just wondering, like in your mind then, you know, like, what's the best time to think about this?

00;11;18;21 - 00;11;39;26

Unknown

Well, a lot of times what I found is people don't start thinking about it or start looking for some type of an option until they're at a pain point. Yeah. Even before that, though. Yeah. When they're in pain, they're they feel like they want to move on. Either it's a business owner who I just met a guy last night is by happenstance.

00;11;39;26 - 00;12;00;25

Unknown

He came to look at an HP, AC unit that's at one of our properties. But, by happenstance, and he started talking about his business, and he's at he's at a he is about 6 to 8 months away from striking a match and burning the whole thing. Like he is so frustrated. You know what I mean? So yeah, he's at a he's at an inflection point and he's like, there has to be something more.

00;12;00;25 - 00;12;18;25

Unknown

We talked for a little, not even about the HP CEO. After we got finished with that. It was, you know, I can see your pain. I recognize it. And so what's going on? And, he started telling me and it's. Yeah, he's he's ready to not have a job when he thought he was going to be a business owner.

00;12;19;01 - 00;12;43;19

Unknown

Right. And so those infraction points are when people are more so ready to act on either starting a vision, clarifying a vision, or acting on a vision. A lot of what I've noticed is there are a lot of people who want clarity, right. And vision helps give you clarity, but it also gives you a direction. And so that's where the discipline really comes in.

00;12;43;26 - 00;13;05;27

Unknown

And without a pain, sometimes that discipline is not there. Does that make sense. Yeah. So if we could do I think I believe anybody and everybody needs a vision. It doesn't matter if you're in a W2 position, like what is it that you want out of life? What is it that you want out of your life within the work that you do?

00;13;05;27 - 00;13;25;25

Unknown

Or how is the work that you do supporting the life that you want to have? Right. So maybe you're in a W2 and you want to remain in a W2, but is it in the industry that's really lighting you up? Is it in the industry that's really fulfilling your purpose? Right. Your God given purpose? And I don't want to step on anybody's toes, but I am, faith based.

00;13;25;28 - 00;13;45;29

Unknown

It's not something that, pushed down anybody's throat, but it is going to be a part of of how I stand. Yeah. So. And I love that. Use what you just said there of it doesn't matter where you are if you don't have that vision. It's like it even says it in Scripture, right? Where there is no vision, the people perish.

00;13;45;29 - 00;14;08;22

Unknown

And it's like, this is where if you are on this journey and whether you're an entrepreneur or you're thinking about becoming an entrepreneur, are you very clear with what you want? That's what I was hearing here, because I think that's probably one of the the biggest questions. That's hard to answer is like, what do you really want? And and people did I know it was hard for me for a long time to be able to really articulate that.

00;14;08;25 - 00;14;30;17

Unknown

But then, you know, having in process to go down this road to be able to say, okay, what do I really want? Do I want to stay in this W2 or do I not want to? What does it look like if I don't? Maybe you find your thing because I would think this would be a great tool as well for like teenagers that are going into college, you know, like it's like having a good process and a good way of thinking it.

00;14;30;25 - 00;14;48;06

Unknown

It seems like you're teaching more of the process and way of thinking of how do I be really clear on what I want and what I pursue? Because, Candace, how many times do you see someone that that that they pursue something? It's like, why? Why are you doing this? And that's and then they ask themselves, why am I doing this?

00;14;48;06 - 00;15;05;09

Unknown

And then they come to you and you're like, why am I doing this? And you're saying, I don't know, like what? You know, we got to dig into this. So I think that's very interesting. I love that perspective. I also just wanted to highlight what you had said before to when you go to someone and you're helping them out, it's like you're a translator.

00;15;05;12 - 00;15;25;24

Unknown

Sounds like you're a translator between the leadership team, whether it's like an owner and the right hand or, you know, like you said, SEO, SEO, whatever the the titles are, or if it's their team or if it's their actual the people that are on the team working for them, it's like, okay, do you know, do they know your vision and how are you communicating it and you're really helping them?

00;15;25;27 - 00;15;47;14

Unknown

I thought what you said was very good as well, that you're direct. You know, a lot of people don't have that directness, all right. And maybe they do, but they don't have the other side of like if you're going to be direct, is it attached to the vision, you know, and is it really attached to the long term, or is it just because you have a short fuze and you're not emotionally intelligent and you're just spouting off?

00;15;47;14 - 00;16;04;03

Unknown

So I thought that was good too, because I think that's lacking in a lot of places, someone that's really honest with them. I like how you said too, that you're you're not emotionally attached to the outcome. So like, you can be real. So I thought that's really good too. So having someone like you in in the corner helps really clarify that.

00;16;04;03 - 00;16;24;08

Unknown

So is there anything you want to expand on there. Well, just to when we were talking about the teams. Yeah, it is a there is a language barrier that happens with the visionary in the team or with, you know, with the owner in the team. A lot of businesses are founder dependent because of that. That language barrier.

00;16;24;14 - 00;16;57;18

Unknown

Yeah, right. They don't know how to express what it is that they want. They, they're not sure how to put it into words. And they a lot of, a lot of owners that we know are heavy on the dominant side. And so they want their thumbprint on it. They want it related to their image. And so there's a balance there that has to happen with getting something done, getting the result that they want, but then allowing the people that they've hired to step up and get it done in a way that produces the result, even if it doesn't follow the exact path the way they would do it themselves.

00;16;57;25 - 00;17;22;05

Unknown

So there's some things that founders need to kind of remember, right? And relearn or retrain themselves on just to make sure that they're utilizing their team the most effective and efficient way possible. And I can step in and help them understand, you know, help them understand that a little bit better. Another thing that comes into mind is, when spouses are business partners in working in the industry together, right?

00;17;22;10 - 00;17;43;01

Unknown

When both of those, when both of those people within a marriage also have roles within the company, and most of the time they're tied pretty closely together, either it's one is the founder and one is the CEO, one is the founder, and maybe one is the financial officer. You know, like they have really pivotal roles within the organization most of the time together.

00;17;43;01 - 00;18;11;25

Unknown

It's you rarely find a founder that is, married to the just the receptionist. Right. Like that's not usually that dynamic. And so what happens with those couples when, they have that relationship at home and relationship at the office is helping them understand how they're talking to each other about the things they're talking about. Right? Like situationally, I have to help them understand and ask, which hat do you want me to wear right now?

00;18;11;28 - 00;18;34;12

Unknown

Do you want me to wear the wife hat? Who's on your side? And helps you think through this for our family? Or do you want me to wear the CFO hat, who's only looking at the numbers on the PNL for the spreadsheet? Right, right. And, helping them clarify how they're speaking to each other and the language that they're using and making sure they also know when to turn it off, to break away and just be husband and wife again.

00;18;34;20 - 00;18;55;10

Unknown

Right. Is is something else that comes to mind, that I have to work on with people. All right. I have to pause the episode real quick. If you're a real estate investor who's tired of wondering where your money is going or why you're closing deals, but still feeling broke, you need to talk to a simple CFO. Simple CFO is profit first certified and fully endorsed by Mike McCall.

00;18;55;10 - 00;19;23;19

Unknown

It's the creator of Profit First himself. Our team specializes in helping real estate investors finally get control of their cash flow. So you keep your money, you pay yourself consistently and build a business that doesn't run on chaos. We'll help you implement the profit first system the right way. So the financial processes you've been missing and give you a dedicated fractional CFO who actually understands investing and keeping track of your numbers on flips, wholesales, rentals, private learning, all of it.

00;19;23;22 - 00;19;46;06

Unknown

So if you want predictable profit instead of living, deal to deal, head over to simple cfo.com and book your financial clarity call today. That's simple cfo.com. Stop living in confusion and start keeping the money you worked so hard to earn. Now back to the episode. Yeah, that's big. That's really big. Especially if it's a spouse relationship and if they're that close on the team.

00;19;46;06 - 00;20;02;10

Unknown

And I like how you said that. But which hat do you want me to wear right now? Because like, I'm going to give you two different answers depending on what you want from and who you want me to be right now. And I think that's so good. And just a lot of people, when you say it out loud, it seems like, oh, that's logical.

00;20;02;10 - 00;20;22;22

Unknown

Like, of course like then that would just make communication better. But we've never been taught this stuff. And especially usually Candace, is when those conversations come up, they're usually not logical. They're probably pretty emotionally charged. So it's like you, you only fall to the level of our system. So do you have a system to talk about when the hard things come up?

00;20;22;22 - 00;20;47;03

Unknown

And it sounds like you're helping the people that have a spouse in the business to be able to say, okay, I need to think about this different than next time. I know that a situation like this is going to come up. So being that translator is really good. It sounds like to me that if you're working with them, they can come to you to learn that stuff and maybe even do you ever like, feel those conversations the first couple times too and be like, okay, like, how is this going?

00;20;47;03 - 00;21;10;09

Unknown

Or like giving the feedback? Yeah, okay. 100%. I didn't do it. So yes, there are things that they will wait to bring up until they have me on the line. Right. They'll have like a list for our call of maybe situations that they want to talk about, things that are going on within the business, something that's happened, but they want to make sure that it's coming across the right way, 100%.

00;21;10;12 - 00;21;29;05

Unknown

Okay. I get pulled into those types of conversations to help mediate and facilitate, right? Not really mediate as much as facilitate or facilitated so that they can work it out themselves. But you're just there to facilitate and make sure, like, okay, if you get off track, we've got someone here to help us get back on the right track or if they get stuck, you know that type of thing.

00;21;29;05 - 00;22;00;09

Unknown

So I really like that. That's awesome. I also think there's another pain point of when someone is whether their vision is going to be tested is when they start hiring people, like if they go from solopreneur to then having the team. What what I heard you say before is that the people that you've worked with, that have teams have never learned how to let go and give their stuff really to the team to run and to be able to put that in their hands and, and trust them, like with it, to take it to the end zone.

00;22;00;09 - 00;22;15;12

Unknown

Do you feel like that's another big pain point is usually when people are going from solopreneur, or maybe it's a spouse, you know, husband, wife where they've maybe even got that, they've got some stuff down, but now they're, you know, a third, a third party or a third person or fourth or fifth, you know, and they're starting to hire.

00;22;15;17 - 00;22;42;27

Unknown

Is that another pain point where vision comes? There is it does come into play with, when vision comes into play, or it does start to happen when vision comes into play. But two things can happen with that. One is they don't know how to let go of control. Two is they've let go of control too quickly before, and they've gotten jaded because whoever they handed it to wasn't, trained properly to be able to handle that, or the expectation wasn't giving clearly enough.

00;22;42;29 - 00;23;00;03

Unknown

And so they've, they've gotten bad results. Right. And so then they don't trust the next time that it comes through. So those both of those situations can play out. And you just have to make sure that the infrastructure is there and that certain things are thought of like, this is a responsibility. This is what this responsibility means.

00;23;00;03 - 00;23;22;07

Unknown

This is the outcome that we want to get from this responsibility. Right. And so just clarity around all of those things to make sure everybody's on the same page. A ton of what happens with vision is just clarity in communication. And that's where that's where the rubber meets the road, I believe is there's clarity from the founder. There's control of themself.

00;23;22;07 - 00;23;48;18

Unknown

Right. The founder has established a sense of control within themself on what they're driving for. And so therefore that can then be translated and filtered down to the rest of the team. I like that. Would you say because you mentioned EOS and. Yeah, and there's those all those different types of systems out there. But when you're working through vision, what is the would you say there's one most important thing for a founder to be able to communicate?

00;23;48;18 - 00;24;04;13

Unknown

Because if I'm thinking of the EOS framework, like they have the core values and then they have the vision, you know, the core vision or the core purpose, or they have like the ten year or the ten year target of like or something, you know, like that you're all working towards together. I don't know, like, I, I'm just using that as a framework.

00;24;04;13 - 00;24;27;26

Unknown

But you could say whatever answer you want to. Is there like one thing that you say, we have to nail this down. So that way we can give clarity to the rest of the team? Or is it like, no, it has to be all of it or none of it's like, then it doesn't matter. I just wonder what your answer is on that one when it comes to targets and EOS and I disagree a little bit when it comes to targets, I can't see you ten years down the road.

00;24;27;28 - 00;24;44;24

Unknown

I can't see five years down the road. I have a hope for those things. Right? Right. I have a vision of what I want, regardless of the time frame. And if the vision is big enough, then it will like supersede time. It doesn't matter. It could take you a year to get there. It could take you six years to get there.

00;24;45;00 - 00;25;13;13

Unknown

But you're constantly working toward it, right? Yeah. Now, so we differ a little bit on that. We also, EOS doesn't really dig into the why that force is the driving direction, right? It's very business. It's it's just very business versus like, what's your why and like what's right I need okay. That's right. But the anchoring the what to the why with your vision is what's going to keep the momentum going.

00;25;13;21 - 00;25;30;25

Unknown

If the why is locked in and it's strong enough, then it it doesn't matter how long it takes you to get there, you know, that's where you're supposed to be going and that's where you'll end up driving. Now, some things can happen with vision. It's not a locked in thing, you might say. And I'll give you an example.

00;25;30;25 - 00;25;51;12

Unknown

I thought that I wanted to have a thousand self storage doors. Right. And and actually 800 self storage stores. But I thought that's what I want. It had it in my vision. We started taking down a couple of self-storage facilities. It is not what I want. I don't want it have anything to do with self-storage. So I thought that's what I want.

00;25;51;12 - 00;26;12;17

Unknown

I could see a path to get there. I started down the path to get there, got some experience with it, realized it's not what I want. So I'm going to change. Now. You have to. Your vision has to pass the test of disappointment right? But this wasn't disappointment for me. It was I don't like it. Right? I don't like the effort that has to go into it.

00;26;12;22 - 00;26;33;03

Unknown

So it wasn't a disappointment type thing where I had to overcome obstacles or challenges. I had to do those things too. But in the end, it didn't warrant the way that I wanted to become wealthy anymore once I started on that path. Right. So it's like it didn't fill your cup. It did not. Yeah, it did not. It drained me.

00;26;33;05 - 00;26;50;13

Unknown

Yeah. And so knowing having awareness about myself, knowing that I, I could continue down that path, I could hit that if I wanted to. But the way I was going to have to hit it in the pull on my life that it was going to take wasn't worth it for me. So your vision can be fluid enough?

00;26;50;13 - 00;27;15;05

Unknown

It can. It needs to be solid enough with the direction and needs to be anchored to your why. However, you can give yourself grace and allow fluidity there to pivot or make adjustments and directions. If you start down a path and it's not the one that's really for you, that makes sense. Yeah, totally. Because then then it's like, okay, then you're then you're stuck on the oh, well, I can't change this thing or I, you know, I set this thing.

00;27;15;06 - 00;27;32;16

Unknown

I just have to see it through for those people that, you know, cut quit out of their dictionary or whatever. It's like, wait a second. Like, wait, like, is this really serving you for your long term? Or are you just going to be beating your head against the wall for the next four years? You know, like this? We have to really understand, are you just quitting because it got hard but you still love it?

00;27;32;21 - 00;27;53;02

Unknown

Or are you quitting because it's just doesn't fill you up, you know that? Yeah, exactly. Now I love this. And why I wanted to bring Candace on. I actually got to work with her personally. So this is not just all theories, you know, and like, oh, this sounds good. And I trust this person a lot. Now, I actually trust Candace enough that I put my money where my mouth is and went through this process.

00;27;53;02 - 00;28;10;19

Unknown

And I will tell you, from simple CFO, like, we are implementing things in this year that have already taken place, because I even had a call with Candace yesterday and she was basically holding me accountable, like, what are you? Like, what are you doing this year already? Like with the vision, which was great. And I think we have started some things this year on that vision path.

00;28;10;19 - 00;28;52;06

Unknown

But I will say in 2025, I don't know, besides any personal like with my family or my spouse, this was my favorite other like conversation that I had the entire year. That's like, these are the questions that Candace pulls out and is able to pull out of me and like what I really want and all that. It's if you aren't clear on your vision and even if you have EOS or Ries or like all these different templates out there for it, like you still need someone like Candace in your corner to be able to really pull out, not just the what do you want, but why do you want it?

00;28;52;06 - 00;29;07;21

Unknown

Which was so rewarding going through this with Candace. But then it got even better because she actually took really good notes and then sent back on a document like, this is what I heard you say, like, and if there's anything different, of course we could go back and forth. But like what she did, she laid it all out.

00;29;07;21 - 00;29;29;06

Unknown

It was a great document. Like, I still have that document up on my like on my other screen over here where it's like, I can go back to it and be like, okay, we started this. Is there something else that I want to now put it into play? And it helps me as a business owner because a lot of us, if you are running a business, you're setting like the annual goals and the quarterly goes, one needs to be centered around your vision and like the why around it.

00;29;29;08 - 00;29;48;16

Unknown

And so now it's like for me this year, honestly, it's a lot easier to pull out. What do I really want to focus on? Because I want to make sure it's driving towards that vision. So I'm just giving Candace a huge shout out here because I went through this process. It was incredible. And I was like, I've been an iOS fanboy for like the past ten years since we were in the real estate space.

00;29;48;23 - 00;30;05;28

Unknown

And this was even this was another level to make sure that what I'm putting into practice in my business is really what I want from my life, and that was so good. So, Candace, I wanted to thank you publicly here, but then I also wanted to give you a little bit to talk about. Okay. Like, what is that process?

00;30;05;28 - 00;30;28;27

Unknown

How many you know, like is is one session, is this a bunch of sessions and how can they get a hold of you? I want to just make sure you have a little time here to tell about your actual service. Yeah, sure. So the vision extraction. So all things for me start with the vision. If I'm coming in to work with a team, to work with a visionary and an integrator or to work with a founder and the CEO or their right hand, whatever chief of staff, whatever title that person has.

00;30;28;29 - 00;30;47;14

Unknown

It all starts with a vision for me. I've got to know where we're driving. There's got to be clarity around that so there can be healthy challenge around that. Right? So the process of a vision extraction right now is with me. I am you get Candace, you don't get to someone else. You get Candace stills. So this is like, oh yeah, right.

00;30;47;14 - 00;31;07;11

Unknown

Right now you still get her. So I'm not sure when that's going to. Yeah, right. I can't I won't be able to always do that. I don't think. Right. Everybody for sure. But, I am still the driving force right now with all of the vision extractions. So, we book a call together and, well, we could do a little bit of a discovery call before.

00;31;07;12 - 00;31;24;25

Unknown

If it works for both of us to go into a vision extraction. We go into it. It's a zoom call that we do together. I do a lot of, body language reading as well as hearing what it is somebody says. I'll like to see their reactions and gauge how engaged they are in the process of this clarity for themselves.

00;31;25;01 - 00;31;47;11

Unknown

So, it's a zoom call. It usually lasts a couple hours. I ask that you don't schedule anything immediately after, just in case we go over. Right. Then I take some time with what I hear you say. I format it, lay it out as if it is happening already. Right? A lot of times people give me stuff that they don't like about life right now or they don't want in life right now.

00;31;47;16 - 00;32;08;07

Unknown

We can turn that into, prophetic, almost positive version of what it is that they've said and lay that out as it is the life that they're living already right now. The more you lean into that version, the more you're pulled in that direction. Right? And so I deliver this, what I hear you say back, and we can go from there.

00;32;08;09 - 00;32;26;09

Unknown

If you have a, you know, if somebody already has a coach, then this is something that you can hand to them and say, hey, I did this work. Hello. Excuse me, I'm fighting a cold. I did this work, and here's where I want to go. And it shows why. And it's really in-depth. Help me get there, right?

00;32;26;10 - 00;32;45;07

Unknown

Yeah. If they don't have somebody like that in their life, I can be that accountability person for them. I'm going to be a little hard. I'm going to be direct. But I do, I do help get results. Right. So she's honest. She's direct. She will get you what you want. It's like you just have to be honest with her, too.

00;32;45;09 - 00;33;02;02

Unknown

That's the other thing. Just like. Yeah, exactly. You have to be honest with yourself and with her. So I love this. So how can people get Ahold of you, Candace? Vision driven freedom is the website. There is, there's a little quiz at the top right corner you can take and it'll answer. You can answer some questions.

00;33;02;02 - 00;33;19;23

Unknown

It kind of gets you into the mindset or the headspace when it comes to vision. Asking you some conditioning questions is where you are with stuff, with life and business. Or you can shoot me an email. Candace at Vision Driven freedom.com, Candace is spelled a little bit weird, so you might have to throw that up somewhere for them.

00;33;19;23 - 00;33;40;16

Unknown

David. CA in Dallas, vision driven freedom that I put her name there. So it's Candace at Vision Driven freedom.com, because I'm not that fast of a type as to be able to do the whole thing right there. So there's Candace Cameron Diaz, which. Okay, I have a little story here, even for the public podcast. We were on a call yesterday.

00;33;40;16 - 00;33;59;13

Unknown

Like I said with accountability and you are in your car. So I think on your phone it made your name car and dad. And I'm like, that was hilarious. It's a candid. And I'm like, this is great. This is like, this is exactly who Candace is. So it was just a different spelling for candid. But hey, it it it totally fit.

00;33;59;13 - 00;34;17;13

Unknown

But it's Candace at vision. True. And freedom.com. If you want to email her or it's vision driven freedom.com. If you want to go and check out her site. Honestly, her site is impeccable. It's great. She's got testimonials on there, other people she has worked with and then you can take that actual extraction as well too in that little quiz.

00;34;17;15 - 00;34;38;19

Unknown

I highly recommend Candace. Candace, is there anything else you want to leave everyone else with here at the end of the episode? Just to start asking yourself better questions, ask deeper questions of yourself. Whether it's you get somebody like myself to work with you through a process like this. There's some great books out there on vision building.

00;34;38;19 - 00;34;56;15

Unknown

Visioning is one vivid vision is another one. Both of those I recommend usually if if not in a situation like this in, in a 101. So, that can definitely get your brain working in the right direction to, to start asking better questions. Awesome. Well, there you go. There's some recommendations. So you could get prepared if you want to.

00;34;56;15 - 00;35;14;13

Unknown

Or you could just go to Vision Free Driven freedom.com. And then you can book an extraction because she will she will extract that vision for you, which is clarifying and will help you with the rest of what you need for as a business owner to end it. Even if you're not a business owner, like just for your life, where do you want to go to that next level?

00;35;14;13 - 00;35;31;05

Unknown

It doesn't matter where you are, where you are on that journey right now, that vision is where it starts. And like Candace had mentioned, even if you're early on in that journey, if you think you want to be an entrepreneur, it'd be great to do it now, and it'd be great to do a year from now and three years in, like just making sure that you're on the right track of what you want.

00;35;31;05 - 00;35;53;10

Unknown

So, Candace, thank you so much for being here today and for being such an encouragement to this community and really helping. I believe on a topic that everyone needs and everyone needs to go that and need that vision. So thank you so much for being here today. Thank you so much and for all of your great questions. Like, I love the way that you and I connect and, the way conversations flow with us and the depth that we get to have.

00;35;53;16 - 00;36;10;13

Unknown

So it's always great to talk to you. I appreciate that. And remember, if you're listening to this and you suck at money and you have no idea where it's going, you're making money, but you feel broke. Reach out to us at simple cfo.com. We want to help you. We just want to make sure you've got simple systems in place.

00;36;10;20 - 00;36;26;27

Unknown

That simplecfo.com/ remember to make profit a habit in your business. And thank you so much for listening. That's it for today's show. Be sure to subscribe, review and share this episode. If you're serious about financial systems and keeping more of your profit. Visit simplecfo.com/ to take your free disk.