Emily Sander explains how to set up systems that make it easier to stick to New Year's goals, like laying out workout clothes by the door or using food tracking apps with preloaded meals. She shares personal examples, including her efforts to improve sleep by using an OURA ring and building an evening routine, and gives tips on matching goal-setting approaches to your personality and the type of goal. The focus is on making the process work for you, so healthy habits and results come naturally.

Get in touch with Emily:
Want help building systems that actually support your goals? Book a clarity call w/ Emily here.

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Who Am I?
If we haven’t met before - Hi👋 I’m Emily, Chief of Staff turned Executive Leadership Coach. After a thrilling ride up the corporate ladder, I’m focusing on what I love - working with people to realize their professional and personal goals. Through my videos here on this channel, books, podcast guest spots, and newsletter, I share new ideas and practical and tactical tools to help you be more productive and build the career and life you want.

Time Stamps:
00:29 Building a System for Success

01:06 Knowing Yourself and Your Goals

03:00 Tactical Tips for Weight Loss

04:37 Tracking Progress and Adjusting Systems

07:19 Personal Example: Improving Sleep

13:58 Conclusion: Designing Systems for Inevitable Success

Jared Stein shares his unconventional path from running CrossFit and Orange Theory gyms to becoming a Chief of Staff at a virtual investment firm. He talks about managing operations, streamlining team roles, and implementing the Entrepreneurial Operating System (EOS). Jared also discusses how his firm helps clients with a deep financial “X-ray” to spot hidden overlaps in their investment portfolios.

Links Mentioned:

Company Website

Email Jared Stein

​​Get in touch with Emily:

Want to chat with Emily? Book a quick clarity call here.

Free Leadership Resources

LinkedIn

Website

Newsletter

Who Am I?

If we haven’t met before - Hi👋 I’m Emily, Chief of Staff turned Executive Leadership Coach. After a thrilling ride up the corporate ladder, I’m focusing on what I love - working with people to realize their professional and personal goals. Through my videos here on this channel, books, podcast guest spots, and newsletter, I share new ideas and practical and tactical tools to help you be more productive and build the career and life you want.

Time Stamps:

00:36 Jared's Unconventional Path to Chief of Staff

02:38 Challenges and Transitions During COVID

04:02 The Chief of Staff Opportunity

07:13 Interview Process and Personal Milestones

08:29 Joining Poterack Capital

15:46 Virtual Operations and Team Dynamics

18:12 Client Onboarding and Financial X-Ray

20:22 Understanding the Client Process

24:41 Implementing Organizational Discipline

26:45 Advice for Aspiring Chiefs of Staff

32:56 Final Thoughts and Contact Information

Emily Sander explains the "wheel of life" exercise, a tool to review different areas like career, relationships, community, hobbies, and physical or spiritual life. She gives examples of focusing on being a better parent, manager, or entrepreneur, and suggests honestly assessing where you're doing well and where you could improve. The episode encourages setting practical New Year's goals based on current priorities and where your energy is best spent.

Get in touch with Emily:
Want help assessing where you’re thriving and where to focus next? Book a clarity call w/ Emily here.

Free Leadership Resources

LinkedIn

Website

Newsletter

Who Am I?
If we haven’t met before - Hi👋 I’m Emily, Chief of Staff turned Executive Leadership Coach. After a thrilling ride up the corporate ladder, I’m focusing on what I love - working with people to realize their professional and personal goals. Through my videos here on this channel, books, podcast guest spots, and newsletter, I share new ideas and practical and tactical tools to help you be more productive and build the career and life you want.

Time Stamps:

00:31 Understanding the Wheel of Life

01:26 Identifying Your Stakeholders

02:08 Self-Assessment and Goal Setting

03:09 Practical Steps to Improve

04:47 Balancing Different Life Areas

06:14 Conclusion and Final Thoughts