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Systems

Upstream: The Quest to Solve Problems Before They Happen by Dan Heath

Episode 286 – Upstream: The Quest to Solve Problems Before They Happen by Dan Heath

March 6, 2026 by Bautis Financial

Are you solving problems… or just reacting to them? In this Book Club discussion, the Bautis Financial team breaks down Upstream by Dan Heath and explores how better systems, ownership and early warning signals can prevent problems before they start.

Read moreEpisode 286 – Upstream: The Quest to Solve Problems Before They Happen by Dan Heath
Dominoes stopped collapse by business person

Episode 285 – When Success Becomes Fragile: The Hidden Risks Inside Growth With Eugene Theodore

February 27, 2026 by Bautis Financial

Why do great ideas fail even when everyone works hard? Eugene Theodore, author of Built to Collapse, explores the unseen pressures in business systems, innovation pitfalls, and strategies for sustainable growth. If you lead a team, run a business, or want to make decisions that last, this episode is for you.

Read moreEpisode 285 – When Success Becomes Fragile: The Hidden Risks Inside Growth With Eugene Theodore

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Montclair, NJ 07042
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  • Schedule a Call
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
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    • 401k Plan Sponsors
  • About
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    • Our Team
    • Our Difference
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Podcast
    • Agent of Wealth
  • Client Access
    • Wealth Center
    • Orion

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