Level Up Business
Are you a B2B entrepreneur ready to break free from the commodity trap, differentiate your business, and achieve exponential growthâwithout sacrificing your well-being? The Level Up Business Podcast is your go-to resource for actionable marketing, sales, and leadership insights tailored to B2B entrepreneurs in financial services, technology, and professional services. Hosted by James Robert Lay, a two-time bestselling author and global keynote speaker, this podcast brings you real-world strategies and conversations with industry leaders to help you expand your influence, generate more leads, and close more deals. Whether you're in FinTech, SaaS, consulting, or beyond, you'll gain pr...
Becoming a Dream Architect: Build the Business and Life You Truly Want (with Bryan Sweet)

Are you feeling stuck in the chaos of the day-to-day grind, unsure of what the future holds for you as an entrepreneur? In an era of rapid change, uncertainty, and AI disruption, many entrepreneurs lose sight of their vision, forget their worth, and fall into the trap of complacency.
Thatâs why this episode of the Level Up Business Podcast is a must-listen. Host JR Lay sits down with Bryan Sweetâentrepreneur, wealth strategist, and author of The Dream Architectâto explore the transformative power of vision, purpose, and intentionality in both business and life. With over 45 years...
Three Days in the Dark: A Wake-Up Call for Entrepreneurs on the Edge

What happens when the business you built starts to break you?
Shannon McLay, founder of Collective Wellness Revival and former CEO of The Financial Gym joins JR Lay for a conversation that goes far beyond entrepreneurship. After 12 intense years of building a business and raising over $14 million in funding, Shannon found herself at rock bottomâburned out, disconnected, and questioning everything. What followed were three days in a mental health facility that would become a profound spiritual turning point.
Shannon shares the lessons she learned in the silenceâabout workaholism, misplaced identity, and the soul-crushing expe...
The RIDE Framework: How to Reflect, Ideate, Design, and Experiment Your Way to Growth (with Rory Sylvia)

Rory Sylvia, founder of The Ways We Work, joins JR Lay to explore how leaders can create more human-centric, adaptive teams in the face of exponential change. Rory unpacks his RIDE frameworkâReflect, Ideate, Design, Experimentâas a practical, repeatable rhythm for modern leadership. Together, they discuss why traditional top-down management models are failing, how fear and comfort hold teams back from meaningful growth, and how small, safe-to-try experiments can unleash innovation, trust, and connection.
Rory also shares how a simple 90-day LinkedIn experiment led to new relationships, clarity in his message, and business growthâproof that the ri...
Beyond Content: The ROI of Human Connection in B2B Podcasting with Robb Conlon

When your podcast feels transactional, it shows. You miss the chance to build real trustâand in B2B, that trust is everything. Especially now, when AI-generated âslopâ is everywhere and people crave something real.
Robb Conlon, founder of Westport Studios, joins JR Lay to break down why authentic connection is your podcastâs secret weapon. They talk about building real relationships, creating content that actually connects, and why giving a damn might just be your best marketing strategy.
Values, Vision, Velocity: What 365 Days in Business Really Teaches You with Chris DuBois

What does the first year of business really look likeâwithout the highlight reel? In this episode, JR Lay sits down with Chris DuBois, founder of Dynamic Agency OS, to unpack the real lessons from year one of building his business.
Chris doesn't hold back. He shares the wins, the struggles, and the mindset shifts that helped him go from nearly taking a job⌠to designing an agency that works for him, not the other way around. They explore everything from clarity in positioning to why âyou canât outsource conviction,â and how sticking to your values can actual...
From UPS to CEO: The Unseen Power Behind Entrepreneurial Growth with Roderick Walker

Most entrepreneurs today are chasing the latest technology -AI, automation, analytics- believing itâs the key to scaling. But what if the most powerful tool in your business doesnât live in the cloud... but in your mind?
In this episode of the Level Up Business Podcast, JR Lay is joined by Roderick Walker, Owner & CEO of Tavros Care, who shares his incredible journey from driving UPS trucks to leading in the healthcare space. This conversation goes beyond strategy and systemsâitâs a raw and honest look at how ambition, adversity, and authentic intelligence shape true entrepre...
When a $20M Near Miss: How to Rebuild Your Mind, Brand, and Business with Steve Patti

What would you do if your $20 million business exit collapsed just 30 days before closing? Thatâs exactly what happened to Steve Patti, a seasoned B2B marketing leader who has built and scaled companies across 12+ industries. In this episode, Steve shares the hard-earned wisdom from that moment and how it transformed his approach to business, branding, and life. Steve and JR also explore the power of faithânot as religion, but as the confidence in whatâs hoped forâand how it can reshape your mindset, marketing, and mission. Finally, they'll discuss why wisdom is the new currency, how to recla...
From the NFL to Entrepreneurship: Redefining What Wealth Really Means with Cory Procter

Wealth is often measured in dollars. But what if the real scoreboard for success tracks something far more meaningful?
In this episode JR Lay is joined by Cory Proctor, a former NFL offensive lineman turned entrepreneur and founder of Pro Capital Wealth Management. Cory brings a no-fluff perspective to what it really takes to grow a business, protect your wealth, and stay grounded in what matters mostâfaith, family, and future.
Together, they explore how the battles entrepreneurs face in business are often rooted in deeper belief systemsâand how aligning your spiritual, mental, and fina...
The Entrepreneurâs Edge: Emotional, Mental, and Spiritual Growth (with Michael Pine)

Ever feel stuck as an entrepreneurâlike youâve hit a wall that no strategy, system, or scale tactic can break through? The truth is, your business growth is limited by your personal growth. Growth-minded entrepreneur Michael Pine, Managing Partner and Co Founder at thinkWealth, LLC, joins JR to unpack how investing in yourselfâmentally, emotionally, and spirituallyâis the key to leveling up your business.
Michael shares hard-earned insights from decades of inner work, the power of courageous conversations, and why people pleasing is just another form of self-sabotage. Together, they explore how spiritual development is not sepa...
From Chaos to Clarity: What Every Entrepreneur Needs to Hear

Feeling stuck, scattered, or like youâre not where you âshouldâ be by now? Youâre not aloneâand youâre not done.
In this episode of The Level Up Business Podcast, JR Lay sits down with Darren Violette, a financial advisor and B2B entrepreneur who opens up about his long road from insecurity and failure to clarity and growth. Darren shares how he spent years learning the âhard skillsâ of his businessâbut it wasnât until he confronted the inner work that things really started to change.
We explore how to:
Lead with confidence...How to Turn Your Hard Lessons into a Scalable Business Model as a B2B Entrepreneur with Ron Cuff

What if the lessons youâve learned as a B2B entrepreneur could become a powerful new income stream and help others avoid the painful pitfalls youâve already overcome? In this episode of The Level Up Business Podcast, JR Lay is joined by Ron Cuff, Co-Founder of Forge, to explore how authentic, hard-earned wisdom can be transformed into real systems that scale businessesâespecially in the home services industry.
Ron shares how embracing transparency, letting go of limiting beliefs, and investing in team growth helped him unlock exponential success. If youâve ever felt stuck, undervalued your own...
Thriving Together: How Entrepreneurial Couples Can Build a Bigger Future with Less Chaos

Entrepreneurs often live in chaosâeither dragging it from business into the home or vice versa. This lack of alignment leads to communication breakdowns, emotional disconnection, and stalled dreams.
Left unchecked, this chaos breeds unresolved conflict, financial stress, and even resentment. Eventually, couples find themselves completely out of sync, unsure how they got there or how to find their way back.
Tom Bouwer, best-selling author of The Cohesive Couple: Escape the Chaos. Connect Deeply. Build A Bigger FutureâTogether, shares a system to help couples bring just the right amount of structure to their relationship. By s...
Why Most B2B Brands Are Stuckâand How to Break Through with Megan Bowen

Megan Bowen, CEO of Refine Labs, joins JR Lay to break down how forward-thinking B2B brands can embrace change through adaptability, strategic reflection, and an evolved demand gen model. From redefining brand, demand, and expansion strategies to building internal change management discipline, this conversation offers a path forward to those ready to level up.
Unlocking Your Genius: Why Conflict Is the Key with Matthew Abrams

Think conflict is something to avoid? Think again.
In this episode, JR Lay and Matthew Abrams, Certified EOS Implementer & Coach, blow up the myth that conflict is bad for business â or for you. The truth? Conflict is where your next big breakthrough is hiding.
They dive deep into how early life experiences secretly shape how you lead today, why most entrepreneurs unconsciously sabotage their own growth, and how facing the hard stuff (instead of running from it) unlocks your true genius.
If you want to live and lead with more authenticity, build stronger te...
Energy Management Secrets Every Entrepreneur Should Know (Introducing the Kolbe A Index with Audrey Cannata)

Entrepreneurs often experience unexpected energy drain, friction, or stagnation â not just within themselves, but also within their teams and collaborations â without understanding why.
Left unchecked, this misalignment can silently sabotage momentum, drain confidence, and create persistent bottlenecks that prevent business growth. Entrepreneurs may mistakenly blame skills, motivation, or even the people around them when the real issue is a hidden mismatch in natural ways of taking action.
In this episode, JR Lay and Audrey Cannata reveal how the Kolbe A Index unlocks clarity not only about your own energy management but also about how to work...
From Corporate Burnout to Joyful Entrepreneurship with Lori Pine

Entrepreneurship is rising â but what happens when your career success still leaves you feeling empty?
In this inspiring episode, host JR Lay talks with Lori Pine, executive leadership coach and former corporate VP at Anheuser-Busch, Coca-Cola, and Campbellâs, about what happens when you've checked all the boxes... but life still feels off. Lori shares her deeply personal journey of leaving the corporate world not out of desire, but out of necessity, and how that moment became a catalyst for reinvention, purpose, and JOY.
The Ageless Entrepreneur: How to Rejuvenate Your Health, Energy, and Purpose with Reagan Archibald

As entrepreneurs, we often chase the future by sacrificing the very thing that powers usâour health. In this episode of the Level Up Business Podcast, host JR Lay is joined by Regan Archibald, founder of East West Health and leading voice in peptide therapy and regenerative medicine. Together, they explore what it truly means to create an ageless futureâone where mind, body, and spirit are aligned to support high performance and deep fulfillment.
Regan shares the transformative power of functional medicine, the importance of sleep as a rejuvenation tool, and how visualization and clarity can spar...
Why Most B2B Brands Are Forgettableâand How to Fix Yours with Bobby Gillespie

In the noisy world of B2B marketing, most brands are forgotten the moment after a prospect scrolls past their feed. Why? Because theyâre focused on features, price, and parroting the same tired messagesâwithout ever truly standing for something. Instead of building real connection and recognition, they blend into the crowd.
If your brand feels invisible, it might be because youâre missing the foundation: a clear vision, a unique vibe, and a real reason to exist. When you rely on marketing buzzwords or AI-generated fluff, you risk sounding like everyone else. And in the age of...
From Scarcity to Scale: The Inner Work Behind Sustainable Business Growth with Jeremey Newberg

Too many entrepreneurs grind through frustration, stuck on the revenue rollercoasterâgrowing fast, crashing hard, then repeating the cycle.
Thatâs exactly where Jeremey Newberg, CEO of Capital Access, found himself at 50. Stagnant. Burned out. And wondering what it would take to break through.
In this episode, Jeremey shares how he transformed from a âgrumpy grinderâ into a âfantastic facilitatorâ by doing the deep inner work first. He unpacks the mindset shifts, frameworks (EOS, Strategic Coach, AMP), and personal practices that helped him move from scarcity to abundanceâand how that shift is now leveling up his team an...
Your Thoughts Are Not Your Friends: How to Reclaim Control of Your Mind

What if the real threat to your business isnât the market... but your own thoughts?
In this vulnerable and high-impact episode of the Level Up Business Podcast, JR Lay sits down with Ben Ward, bestselling author of Pluck the FUD and CEO of Forward Leadership, to explore how fear, pride, and ego can sabotage even the most successful entrepreneursâfrom the inside out.
Ben shares the raw story of building a $56 million company by the age of 30⌠and then losing everything. Why? Hubris. Ego. Unchecked thoughts. But through the darkest momentsâforeclosure, failure, identity crisisâh...
Breaking the Financial Ceiling: How Your âDeserve Levelâ Is Holding You Back

What if the reason you're stuck isnât strategy⌠but your subconscious?
In this powerful episode, JR sits down with wealth coach Lisa Smith, who helps six- and seven-figure entrepreneurs break through self-imposed financial ceilings and reach early retirementâwithout sacrificing their soul or sanity.
Together, they unpack the concept of your âdeserve levelââa subconscious set point that can quietly sabotage your business growth, your wealth, and your self-worth. If youâve ever felt like no matter how much you earn, you canât seem to hold onto it... or like success triggers fear, guilt, or burnou...
You Donât Need to Suffer to Succeed: Reprogramming Your Beliefs with Chris Walker

Most B2B entrepreneurs have been sold a lie: that success must come through struggle, sacrifice, and suffering. But what if the very mindset that got you here is the same one keeping you stuck? In this powerful and raw conversation, JR Lay sits down with Chris WalkerâFounder & CEO of Passettoâto explore the deep inner work that unlocks true freedom and exponential growth.
Chris just returned from a month-long breakâa mix of reflection, tropical beaches, and total disconnection. The twist? His business didnât just survive⌠it thrived. For most B2B entrepreneurs, that kind of fr...
Mind-Body-Spirit Alignment for Entrepreneurial Breakthroughs with Daniel White

What if the real reason you're stuck isnât your strategyâbut your energy? In this deeply insightful episode, JR Lay welcomes Daniel White, entrepreneur, spiritual healer, and author of Financial Freedom System. Daniel shares how an Olympic dream cut short led him on a transformational pathâfrom mastering the mind-body connection to diving deep into spiritual healing. Together, they explore the hidden blockagesâsome even generationalâthat hold entrepreneurs back, even when theyâve checked all the âsuccessâ boxes.
This conversation is an invitation to stop pushing and start flowing. Daniel shares the importance of intuition, the danger of eg...
Endless Customers: Becoming the Most Trusted Brand in Your Industry with Marcus Sheridan

Todayâs buyers are more skeptical, impatient, and independent than ever before. They donât want to talk to a salesperson until they're ready. They want pricing upfront, control over their buying journey, and total transparency from the brands they engage with.
In this episode, JR Lay is joined by marketing visionary and best-selling author Marcus Sheridan, whose new book Endless Customers provides a timely playbook for becoming the most trusted brand in your market. Marcus breaks down the four pillars that define market leaders today: say what others arenât willing to say, show what others arenât...
First Impressions in the Age of AI: Are You Sending the Wrong Signal? (with Chris Gillett)

In a world dominated by digital impressions, most B2B entrepreneurs are unknowingly sabotaging their personal brands with inauthentic, AI-generated content....and headshots!
And hereâs the dangerâpeople can feel it. Whether consciously or not, your prospects, clients, and peers pick up on subtle facial cues and expressions that signal confidence, trust, and likability.
In this candid and entertaining episode, JR Lay catches up with Chris Gillett, a Headshot Specialist and Expression Coach (and former attorney!) at LikeTheRazor.com, to unpack the power of authentic visual communication. Discover why facial expressionânot filters or fancy...
Breaking Through Mental Barriers to Build a Thriving Business with Natasha Schiffman

Many entrepreneurs struggle with self-doubt, limiting beliefs, and the constant pressure to "push harder" in their business. These mental roadblocksâoften rooted in childhood experiencesâcan create frustration, burnout, and a sense of stagnation.
In this episode, Natasha Schiffman, entrepreneur and coach, joins host JR Lay to explore the psychological shifts necessary for business success. Natasha shares actionable strategies, including weekly accountability, goal harmony, and the âPearl Habitââa method for turning irritations into gratitude and growth. Listeners will learn how to reframe limiting beliefs, align their goals with their values, and transition from force to flow in their e...
Navigating the Entrepreneurial Triad: Business, Family, and Finances with Michael Pallozzi

Entrepreneurs often excel at building businesses and making money, but when it comes to managing their personal finances, succession planning, and creating long-term wealth, many fall short. In this episode, Michael Pallozzi, President of HFM Investment Advisors, shares insights on how business owners can navigate the intersection of business, family, and finances without losing control. From understanding the real value of your assets to overcoming self-limiting beliefs about money, Michael reveals why even the most successful entrepreneurs often lack a clear financial planâand what they can do about it.
We also explore the unique challenges of fa...
Fully Invested: Unlocking Entrepreneurial Commitment with Chad Willardson

Are you fully invested in your business, your relationships, and your life? In this episode, Chad Willardson, Founder & President of Pacific Capital and creator of Platinum Elevated, shares his philosophy on what it means to go all inâand why most entrepreneurs hold themselves back out of fear.
Chadâs journey from leaving a secure career at Merrill Lynch to building his own wealth management firm is proof that success comes from taking bold action. He also shares the powerful story of an 18-foot waterfall jump in New Zealand that transformed his mindset on risk, decision-making, and lead...
From Force to Flow: Releasing Blockages to Propel Your Business Forward

What if the biggest barrier to your business growth isnât strategy, but the energy behind it? In this episode of the Level Up Business Podcast, Iâm joined by Jordan Bonifas, founder of Boniface Coaching, to explore how shifting from force to flow can unlock exponential success.
We dive deep into the unseen blocks that hold entrepreneurs back, uncovering why past failures often unconsciously dictate future decisions and how moving energy can drive execution with velocity. Jordan shares his unique perspective on the connection between inner mastery and business strategy, revealing why silence is the key to t...
You Sold a Billion-Dollar Company⌠Now What?

After co-founding Digital Insight and selling it to Intuit for $1.35 billion, Paul Fiore found himself in an eight-year search for his next big thing. The entrepreneurial high was gone, and he realized that chasing success without meaning leads to frustration and stagnation.
In this episode, JR Lay and Paul Fiore unpack how entrepreneurs can redefine success, reignite their purpose, and think even bigger. Paul shares his insights on innovation, storytelling, and how to sell a vision that inspires both customers and employees. Whether you're scaling your business or searching for your next Everest, this conversation will help...
Building Authority, Deepening Relationships, and Closing Deals Through Podcasting

Many B2B entrepreneurs are stuck in a cycle of relentless marketing activity, struggling to turn conversations into real business opportunities. Damien Stevens, Founder & CEO of Servosity and host of the MSP Mindset podcast, faced this same challengeâuntil he discovered a better way.
In this episode, Damien shares how implementing the Level Up Business OS transformed his approach to marketing, shifting his focus from transactional sales tactics to co-creating content, building meaningful relationships, and ultimately driving conversions. He reveals how setting a bold goal of 100 conversations with top MSP leaders not only elevated his brand but al...
Transforming Tough Times: Lessons from a Business Divorce and Beyond

Entrepreneurship isnât always smooth sailingâjust ask Rusty Bynum. With 25+ years in the financial world, Rusty opens up about one of the toughest challenges heâs faced: a âbusiness divorce.â He shares the raw lessons he learned, how he rebuilt his mindset, and why having the right people in your corner makes all the difference. They also dive into the power of morning routines, continuous learning, and the habits that have helped Rusty unlock new levels of success. Whether youâre navigating a tough transition or just looking to level up, this episode is packed with insights you wonât want t
Discipline and Vision: The Dual Pillars of Entrepreneurial Success

Why do so many six and seven-figure entrepreneurs still struggle with cash flow? Making money isnât the same as building wealth, and without the right financial habits, even high earners can feel stuck.
In this episode of the Level Up Business Podcast, host JR Lay sits down with Jason Sipple, founder and CEO of Wheel of Wealth, to uncover why entrepreneurs face financial strugglesâand how to fix them. Jason helps high-earning fathers solve cash flow problems, create financial stability, and scale their wealth.
The secret? A bigger vision and disciplined execution. Jason and JR b...
How to Learn the Level Up Business OS

If youâre a B2B entrepreneur looking to elevate your brand, expand your influence, and scale your businessâwithout sacrificing your health, relationships, or well-beingâyouâre in the right place.
I know firsthand how the stress of running a business can take a toll. Back in 2012, I was battling addiction, depression, and imposter syndrome while trying to grow my company in the financial services industry. I struggled to stand out, attract the right clients, and break free from the commodity trap. But the real challenge wasnât just externalâit was my own self-limiting beliefs holding me b...
Level Up Your Business: Marketing and Sales Strategies for B2B Entrepreneurs

JR Lay shares his inspiring journey from a struggling B2B entrepreneur to a two-time best-selling author and global keynote speaker, offering a blueprint for success to fellow entrepreneurs. He reflects on the self-limiting beliefs and obstacles he faced, emphasizing that every challenge presents an opportunity for growth.
With a focus on the importance of personal development and seeking help, JR discusses how he transformed his business by investing in himself and learning from industry leaders. He encourages listeners to embrace their past experiences as lessons for future success, highlighting the significance of taking actionable steps towards...