You Need to Know The Secret to Growth

At 40 Strategy, we are in the trenches to create business value, where rapid changes and challenges are the norms. Understanding the core elements that drive sustainable growth is vital. One of the most overlooked yet incredibly powerful aspects of leadership that contributes to this growth is what Jim Collins famously termed "Level 5 Leadership." In one of my favorite books, Good to Great, Collins’ 10-year research revealed a startling truth: the most successful companies were led by CEOs who embodied Level 5 Leadership—leaders who combined personal humility with professional will, achieving long-term greatness by focusing on the success of their teams rather than seeking the spotlight.

The Essence of Level 5 Leadership

Level 5 Leaders are characterized by their servant-based approach. They prioritize the needs of their team, ensuring that everyone is engaged, motivated, and aligned with the company’s mission. This leadership style creates a culture where employees feel valued, leading to higher job satisfaction and a more positive work environment. Employees will stay in these environments, because it's not just about money. Such leaders foster collaboration, encourage open communication, and drive innovative solutions, all of which contribute to sustainable performance and growth.

These leaders don’t just guide their companies to short-term success; they build resilient organizations capable of adapting to changing market conditions. The legacy they create is one of enduring excellence, ensuring that the company thrives long after their tenure has ended. Level 5 Leadership is not easy; but it has proven success.

A Real-World Example: Bob Bedritis of Oswego Private Wealth Management

To bring this concept of Level 5 Leadership to life, I had the pleasure of sitting down with Bob Bedritis, the founder of Oswego Private Wealth Management. Bob is a prime example of a Level 5 Leader in action. With over 20 years of Wall Street experience, Bob’s leadership at Oswego Private Wealth Management  is a testament to how servant-based leadership can drive success in the financial industry.

Oswego Private Wealth Management offers tailored strategies to help entrepreneurs achieve financial independence. Bob and his team focus on comprehensive services such as tax mitigation, asset protection, and legacy planning. As a family-owned business, they deeply understand the importance of legacy, working closely with other family-owned businesses to ensure their continued success.

Bob’s commitment to his clients goes beyond financial strategies. He is also a certified exit planner, known for helping business owners become financially independent of their businesses. This dedication to client success mirrors the principles of Level 5 Leadership—putting others first to achieve lasting impact.

A Growing Partnership: Sponsorship Opportunities

I’m thrilled to announce that Bob Bedritis and Oswego Private Wealth Management are not only exemplars of Level 5 Leadership but also our first sponsors for the Measure Success and $4M Strategies podcasts. These partnerships allow us to bring you more valuable content and insights on financial independence and strategic growth.

We’ve listened to your feedback and are now excited to offer sponsorship opportunities on a monthly or annual basis (includes one-month each quarter). We’re limiting the number of sponsors each month to ensure maximum visibility for our partners. Sponsors will be featured on our website, receive full ads on the Measure Success Podcast (~8 episodes), and get shout-outs on the $4M Strategies Podcast (~20 episodes). With a podcast reach of over 2.6 million business leaders, this is a unique opportunity to connect with entrepreneurs, CEOs, private equity investors, and influencers.

If you’re interested in learning more about these sponsorship opportunities, schedule 15 minutes with Erin Gibney, our sponsor coordinator, for more details.

Act Now: Leverage Valuable Connections

Level 5 Leadership is not just a concept: it’s a proven path to sustainable growth and long-term success. By focusing on the needs of others, leaders like Bob Bedritis are able to guide their teams and businesses toward greatness. Whether you’re looking to enhance your leadership skills or explore new opportunities for growth, understanding and applying the principles of Level 5 Leadership can be the secret to unlocking your full potential.

Stay tuned for upcoming episodes featuring Bob Bedritis and other business experts, where we’ll dive deeper into growth strategies that can help you secure your future. And if you’re ready to take your business to the next level, consider partnering with us through our new sponsorship opportunities. Spots are limited, so reach out today to secure your place in this exciting journey towards success.