The TriMetric Roadmap Podcast With Scott Landis

The Four Pillars of Fulfillment: Guardrails for a Life and Business That Truly Works

Episode Summary: In this conversation, Scott and Jeff dive into the Four Pillars of Fulfillment™—the foundational framework behind the Alignment Operating System™ and the TriMetric model. This episode explores how high-performing founders can succeed without sacrificing their health, relationships, or purpose. Scott shares the origin story of the Four Pillars, including how early career success, the real estate crash, and Tony Robbins’ insights led to a major shift in how he defines “winning.” Jeff asks the questions most founders wrestle with: How can success still feel empty? Why do we fall out of alignment? And how do we get back on track? Packed with personal stories, simple language, and practical insight, it’s a grounded and relatable episode for any entrepreneur who wants to improve their business and their life at the same time. Key Topics Covered: 1. Why Success Isn’t Enough • The gap between achievement and fulfillment • “Success without fulfillment is the ultimate failure” • How Scott’s bankruptcy reshaped his definition of success 2. Pillar One: Vitality • Vitality as real energy—not stimulants or quick fixes • Physical, mental, and emotional health as leadership fuel • Why vitality is the foundation for family, leadership, and impact 3. Pillar Two: Relationships • Who do you want your life to work for? • Managing “relationship dials” that shape your future • Marriage, parenting, and avoiding founder isolation • Guardrails that prevent achievement-at-all-costs living 4. Pillar Three: Freedom • Freedom as capacity, not escape • Internal freedom: breaking triggers, patterns, and insecurity • External freedom: time, location, and business structure • Removing constraints so purpose can flourish 5. Pillar Four: Impact • Contribution as the highest human need • Discovering work you’d do even without pay • Identifying the problem you’re uniquely designed to solve • Connecting purpose to faith, wiring, and calling 6. The Art vs. Science of a Fulfilled Life • Why success follows formulas but fulfillment doesn’t • Why “winning big” can still feel empty • How the Four Pillars prevent self-inflicted collapse 7. What’s Next: The Alignment Operating System™ • Why founders drift out of alignment • How 13-week cycles protect focus and priorities • Keeping life and business aligned long-term ---- Resources Mentioned: Balancing Act by Scott & Tawnya Landis Tony Robbins – Date With Destiny Andy Stanley – Guardrails series TriMetric Roadmap™ & the Business Health Diagnostic Four Pillars of Fulfillment™ framework Alignment Operating System™

Mahesh Thakur - From AI to ROI – Turning Artificial Intelligence into Real Business Growth

In this episode of the TriMetric Roadmap Podcast, Scott and Jeff sit down with Mahesh M. Thakur, CEO of Decisive AI, to discuss how business owners can move from AI hype to AI results. Mahesh—one of the world’s few Master Certified Stakeholder-Centered Coaches (MCC) and a former executive at Microsoft, Amazon, Intuit, and GoDaddy—shares how leaders can align their teams on a “True North,” integrate AI intelligently, and transform culture, execution, and bottom-line growth. You’ll hear how 92% of AI investments currently fail, what separates the 8% that succeed, and how smaller companies can use AI to level the playing field with billion-dollar enterprises. ---- About Mahesh M. Thakur Mahesh M. Thakur is the Founder and CEO of Decisive AI, where he helps CEOs and leadership teams align on their True North and turn AI into ROI™. A former executive at Microsoft, Amazon, Intuit, and GoDaddy, Mahesh is among the world’s top 0.1% of Master Certified Stakeholder-Centered Coaches (MCC). He’s advised leaders at JPMorgan Chase, Meta, Google, Walmart, PayPal, and John Deere, helping them achieve measurable transformations—from doubling growth rates to cutting decision cycles by 40%. Connect: LinkedIn | Instagram | X (Twitter) ---- 1. What does “AI to ROI” mean? AI to ROI™ is Mahesh’s framework for turning artificial intelligence investments into tangible business outcomes—revenue growth, cost savings, and cultural transformation. It blends technology strategy with human alignment. 2. Why do 90% of AI projects fail? Most fail because they lack a clear framework, leadership alignment, or measurable objectives. Companies often jump in due to FOMO, invest heavily, and never achieve integration or adoption that creates ROI. 3. Who should be investing in AI? Every business—from tech firms to law practices to construction companies—can benefit from AI. It’s no longer limited to Big Tech; mid-market companies ($10M–$100M) can now compete on equal footing using accessible tools. 4. What is a “Test + Learn™” culture? It’s a structured approach that allows organizations to experiment rapidly, measure outcomes, and scale only what works—turning innovation into a repeatable discipline. 5. How can small and mid-sized companies use AI effectively? Start by identifying one or two workflows where automation saves time or improves customer outcomes. Build simple pilots, collect data, and align leadership around shared metrics before scaling. 6. What is the “True North” concept in leadership? True North represents the organization’s unifying direction—its mission, values, and goals. Mahesh helps CEOs and teams align on this so that AI and strategy serve the same purpose. 7. How does AI connect to leadership and faith? Mahesh believes great leaders must balance faith and data. Without alignment, AI becomes fear-driven. True mastery integrates wisdom, courage, and belief that technology should serve humanity, not replace it. 8. What’s next for Decisive AI and Business Freedom Advisors? Scott and Mahesh announced upcoming collaborations to help business owners design both a Business Roadmap and an AI Roadmap for 2026. Follow BusinessFreedomAdvisors.com for updates. ----- Links & Resources Watch Full Episode on Fathom Connect with Mahesh on LinkedIn Learn More About Business Freedom Advisors Follow Scott Landis on LinkedIn Subscribe to the TriMetric Roadmap Podcast

Jeff Jacob - Leadership & Legacy in Transition

Episode Summary: In this episode of the TriMetric Roadmap Podcast, Scott Landis and Jeff Jacob unpack a real-world case study from Business Freedom Advisors’ client portfolio — a multi-generational church navigating leadership succession, cultural transition, and a high-stakes financial turnaround. Through this story, they reveal universal lessons for founders and CEOs of closely held, mission-driven businesses facing generational handoffs and cash flow crises — showing how strong leadership, cultural awareness, and precise financial intelligence can save and strengthen organizations in transition. Key Themes Leadership & Legacy: How to honor the past while empowering new leadership to carry the mission forward. Succession Readiness: The mindset shift founders must make to release control and equip “worthy enough” successors. Culture & Purpose: Why purpose-driven motivation outperforms paycheck-driven performance — especially with younger generations. Financial Intelligence: Jeff shares how detailed financial modeling and valuation work helped the client resolve a multi-million-dollar balloon loan crisis. Strategic Transition: How selling a property for $8M repositioned the organization from survival mode to a sustainable, debt-free future. Case Study Spotlight: The Southlake Story A long-established, multigenerational church faced mounting financial pressure, an aging senior leader, and the challenge of preparing for the next generation. The turning point: A pending $3.5M balloon loan threatened closure. Through advisory and valuation work, the team facilitated a full property sale for $8M, leaving $4.5M to reinvest in a new chapter of ministry and mission. Business Lesson: What looks like crisis can become a launchpad when leaders stay mission-focused, humble, and future-minded. Resources Mentioned BusinessFreedomAdvisors.com/case-studies — Explore the Southlake case and others TriMetric Roadmap™ — Framework for measuring Business Health, Executive Performance & Life Quality Business Freedom Diagnostic™ — Identify leverage points for growth, valuation, and founder freedom

Jeff Jacob - What Is Recasting EBITDA—and Why It Can Triple Your Business Value

Episode Overview In this episode, Scott Landis and Jeff Jacob dive deep into a powerful yet often misunderstood concept in business valuation—recasting EBITDA. Using a live client example, Jeff explains how a company’s valuation jumped from under $1M to over $3M simply by cleaning up the books, recasting discretionary expenses, and improving operational efficiency. The conversation blends humor, practical insight, and step-by-step financial strategy that any founder can follow to increase the market value of their company—without working more hours.  Key Takeaways Recasting EBITDA can dramatically change how your business is valued. Many business owners understate profitability on taxes, which hurts their valuation. Cleaning up your books and removing “owner perks” (cars, travel, etc.) paints a truer—and higher—financial picture. Each industry has its own valuation multiplier based on demand, operations, and risk. The Business Health Diagnostic (BHD) helps founders uncover value leaks and position for scalable, sellable growth. Resources Mentioned TriMetric Quiz: trimetricquiz.com BHD Lite Inquiry: Send your latest P&L and balance sheet to the BFA team. FAQ: Q: What does “EBITDA” stand for? Earnings Before Interest, Taxes, Depreciation, and Amortization—a key measure of a company’s operational profit. Q: What is “recasting EBITDA”? It’s the process of adjusting your financials to remove personal or non-recurring expenses, showing a truer picture of the company’s profitability for potential buyers. Q: Why does recasting matter? Because it can triple your business’s value by revealing the profit a new owner would actually experience. Q: How can I get a Business Health Diagnostic (BHD)? Start by taking the TriMetric Quiz. From there, Jeff and the BFA team can provide a BHD Lite or full Business Health Diagnostic. Q: What documents do I need for a BHD Lite? Just last year’s Profit & Loss Statement and Balance Sheet.

Mario Tovar - Forecasting the Future: How Prometheus Uses AI to See Risk Before It Happens

Episode Overview In this episode, Scott and Jeff sit down with Mario Tovar, founder of CCMC Advanced Technologies and creator of Prometheus, a patent-pending AI forecasting platform designed to help businesses and governments see risk before it happens. Mario shares how advanced machine learning can turn complex data into actionable foresight—bridging the gap between predictive analytics and real-world decision-making. The conversation dives deep into economics, business forecasting, and founder mindset, while connecting to the TriMetric focus on Leadership, Business Health, and Life Quality. -- Connect & Learn More Take the free Business Health Quiz: TriMetricQuiz.com Learn more about Mario & Prometheus: CCMC.global Connect with the hosts: Scott Landis – Founder, Landis360 / Business Freedom Advisors Jeff Jacob – Business Freedom Advisors