Welcome to the Second in Command Podcast, produced by the COO Alliance and brought to

you by its founder, Cameron Herald.

In the second-in-command podcast,

we talked to top COOs who share the insights,

strategies and tactics that made them the chief behind the chief.

And now here's your host, Cameron Harold.

Why don't we just do a quick intro

as to who everybody is on the call to and then we'll start in Josh you want to start us off your name company?

Yeah, sure, right. My name's Josh Markowitz. I am the Visionary because we use the EOS framework in our company kind of analogous to CEO in some ways like more high pollutant and other ways less my company is called the next Level Planning Group. We're based in Chicago, Illinois, and we have team members also in Wisconsin, California, Texas, and soon to be Florida, which is a big departure for us.

Just before the pandemic, we were just Illinois with one Wisconsin,

and now we're really expanding geographically.

We are a full-service financial planning and wealth management firm.

We serve about 600 families across the country and we've been growing at about a 20% annualized

clip for the last 15 years.

Back then it was just me and our founding partner, Adam Stock.

My integrator or COO is a member of the COO Alliance, which is how I got introduced to this call, and we're looking

to continue that pace of growth, just through organic, you know, one new clients at a time and growing new advisors internally.

Awesome. Love that. All right. Well, welcome Josh. Brandon.

Brendan Bowers, EVP operations for the SMB team. We are a digital marketing and coaching business for small law firms.

And we're based in Philly, we also have presence in I think 12 other states now, a large

presence in Florida is kind of our two PA Florida will be our home bases.

Awesome and Brandon's a CEO alliance member as well.

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