Podcasts about account management

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Play Episode Listen Later Jun 29, 2026 42:49

This is one of my favorite conversations that I wanted to replay this week. If you are in any post sales Customer Success, or Account Management world, you have most likely heard of this week's guest. This week's guest started his journey studying Information Systems and Software Engineering before making the shift into Professional Services, Support, and Customer Success. At the time of recording, he was an Executive VP of Corporate Market and Chief Customer Officer at Higher Logic. Now, he is the CEO of Balboa Solutions, where they help their clients maximize the value of the Pendo platform to power adoption, enablement, and user analytics.This week's guest is the heart of Mount Pleasant, South Carolina, Mr. Jay Nathan. In this week's episode, we discussed:Customer Centric MindsetNatural Curiosity For CustomersLessons From Duke Energy (Large Enterprises and Heavy Process)The Start of The Largest CS CommunityUsing Your Own ProductMuch More! Please enjoy this week's episode with Jay Nathan.____________________________________________________________________________I am now in the early stages of writing my first book! In this book, I will be telling my story of getting into sales and the lessons I have learned so far, and intertwine stories, tips, and advice from the Top Sales Professionals In The World! As a first time author, I want to share these interviews with you all, and take you on this book writing journey with me! Like the show? Subscribe to the email: https://mailchi.mp/a71e58dacffb/welcome-to-the-20-podcast-communityI want your feedback!Reach out to 20percentpodcastquestions@gmail.com, or find me on LinkedIn

Account Management Leadership (with Special Guest Brooke Feldman)

Account Management (a tactical guide to success)

Play Episode Listen Later Jun 28, 2026 55:50

In this episode, we explore concepts of leading an Account Management team with Brooke Feldman, SVP Operations and Client Success at Arrive, a global provider of parking and city management solutions. We discuss:Biggest mindset shifts to move to leadershipQualities to look for when hiring account managersCreating confidence within the teamBalancing revenue andr relationship pressuresOperating cadenceAnd more!

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Bindung durch Beratung: Kundenbetreuung im Finanzierungsumfeld

What's up, Corporate Finance?

Play Episode Listen Later Jun 26, 2026 37:59 Transcription Available

Im Finanzbereich sind die Akquise und die Betreuung von Kunden nur zwei von vier Disziplinen. Die anderen beiden heißen Kundenentwicklung und Beratung. Der letzte Aspekt wird vor allem dann relevant, wenn es beim Kunden nicht rund läuft und die Kommunikation mit dem Finanzierer lebenswichtig wird. Am Beispiel des Factorings diskutieren wir in dieser Episode, worauf es im Account Management wirklich ankommt – und warum das ein sehr schöner Job sein kann.

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Show 317 - Money20/20 Europe 2026 Part 7: AI‑Powered Fraud, Agentic Commerce & The New Global Risk Frontier

the csuite podcast

Play Episode Listen Later Jun 17, 2026 32:37

In this first of two special episodes recorded in partnership with Sumsub's What the Fraud? podcast, and our seventh recorded at Money20/20 Europe, we explore the rapidly shifting landscape of AI‑driven fraud, digital trust, global onboarding and cross‑border financial access. From foundation models powering entire payment stacks to the rise of agentic commerce and the operational realities of scaling internationally, this episode brings together four leaders working at the front line of financial crime prevention and global payments innovation. Tom Taraniuk, Head of Partnerships at Sumsub took on hosting duties and was joined by: 1/ Georgios Kolovos, Payments & FinTech Leader, NVIDIA 2/ Joe Wilson, Chief Evangelist, bunq 3/ Rik Goslinga, Vice President, Account Management, EMEA, Adyen 4/ Ivan Zhiznevsky, Founder & Chief Executive Officer, 3S Money

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6 Things Every Agency Owner Worries About Before Outsourcing Account Management

The Happy Clients Podcast

Play Episode Listen Later Jun 15, 2026 11:31

If you've ever thought "I should outsource client management, but...", this episode is for you.After eight years of discovery calls with agency owners, we have heard the same six concerns every single time. Today we answer all of them, including the one most people think but never say out loud.What you'll learn in this episode:-Why the real question isn't "can I afford this?", it's "can I afford to keep doing account management while trying to close deals?"-How fractional account management removes the ceiling between your sales velocity and delivery capacity-What to do when your strategist is spending 80% of her time on client emails instead of actual strategy-The real difference between a Client Account Manager and a Project Manager, and why they don't overlap the way you think-The exact transition process DOT uses so clients feel more supported, not passed offIf any of these hit close to home, that's probably a sign it's worth having a real conversation.If you need help with client account management, visit www.dotandcompany.co

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The Power of Relationship Management in Affiliate Marketing

AffiliateINSIDER - Affiliate Marketing Podcast

Play Episode Listen Later May 27, 2026 33:15

Can the fragility of relationships become a strategic advantage in affiliate relationship management?In this episode of the Affiliate Marketing Podcast, Lee-Ann sits down with Tali Chester, Senior Director, Account Management at Semantic Labs, to explore how performance-driven affiliate marketing intersects with human relationships, sensitivity, and trust. Tali shares her journey from fundraising at Greenpeace to leading high-impact digital marketing campaigns, showing how empathy, accountability, and clear communication support stronger affiliate partnerships.The conversation looks at the balance between analytical precision and authentic relationship-building. Tali explains why, even in a more automated and AI-driven marketing environment, the human side of affiliate program management remains critical for long-term success. From managing performance-only campaigns across hundreds of clients to building trusted affiliate relationships, this episode explores the balance between metrics, strategy, and personal connection.Affiliate Relationship Management Talking Points:Tali's unconventional path into affiliate marketing and how human connection guided her journey.How Semantic Labs approaches performance-only campaigns across multiple verticals without cannibalising clients' paid search efforts.The role of sensitivity and fragility in maintaining long-term, trusting relationships with affiliates and partners.Key strategies for balancing AI-driven tools and human judgment in decision-making.Lessons from running large-scale campaigns and handling high-stakes client relationships with accountability and transparency.Performance Marketing Accountability at ScaleSemantic Labs operates with a performance-first model, managing hundreds of clients while focusing on paid search to drive leads and revenue. Tali emphasises that accountability is built into the culture: her team reviews client campaigns monthly, monitors spend versus performance, and actively optimises traffic and keywords to ensure results. This rigor allows clients to scale without upfront risk while maintaining low operational costs. The conversation highlights how performance-focused strategies require detailed attention, strategic planning, and a commitment to metrics, proving that strong results come from persistent, hands-on management.Trust and Human Relationships in Affiliate PartnershipsTali shares a powerful perspective on the fragility inherent in affiliate relationships: sensitivity and empathy are not weaknesses but forms of intelligence that build trust. Even in an AI-driven landscape, success depends on authentic human connections, vulnerability, and humility. By nurturing these relationships, her team strengthens engagement, fosters collaboration, and ensures that performance campaigns succeed while sustaining long-term partnerships. This approach illustrates that in affiliate marketing, the human element remains a decisive factor, complementing technology and analytics.What This Affiliate Marketing Podcast Episode Covers:How performance-only campaigns are executed without cannibalizing client efforts.Balancing AI tools and human judgment in affiliate management.Why fragility and sensitivity are critical for building trust and maintaining relationships.Lessons from managing high-volume campaigns and fostering accountability across teams.Practical advice for new and experienced affiliate managers on combining strategy with humanity.Key Segments of This Podcast and Where You Can Tune In to Go Direct:[10:00] Performance-only campaigns and operational transparency[14:48] Sensitivity and fragility as intelligence in partnerships[20:40] Paid search evolution, AI, and the changing affiliate landscape[28:28] Rapid-fire insights: relationships, accountability, and humilityGet More Affiliate Marketing Podcast InsightsDiscover how to combine performance metrics with authentic human relationships in your affiliate programs. Tali Chester shared practical strategies for running performance-only campaigns, maintaining accountability, and nurturing sensitive, trust-based partnerships that drive results. If you are interested in finding out how Semantic Labs can help your business, check them out HERE.Sign up for the Affiverse Newsletter at affiversemedia.comAlready subscribed? Share this episode with any affiliate manager who has ever wondered why their network feels like it was built for everyone except the partner.Subscribe to the Affiliate Marketing Podcast on Apple PodcastsSubscribe to gain insights into scaling campaigns with accountability, sensitivity, and trust, even in the era of AI and automation.Click here to rate and review, scroll to the bottom, tap to rate with five stars, and select "Write a Review."Send me a text with your questions

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Built to Sell: Client Account Management That Runs Without You

Catalytic Leadership

Play Episode Listen Later May 19, 2026 23:29 Transcription Available

Send us Fan MailIf your agency stops the moment you step away, that's not a client problem; it's a systems problem. And it's one that has a very clear solution.I sat down with Taylor McMaster, founder of DOT & Company, to talk about the client account management model she built over nearly seven years that quietly freed hundreds of agency owners from the meeting cycle, the email threads, and the feeling that every client relationship depends on them personally.Taylor didn't just build a service. She built a business she could fully step away from, taking six months off without touching Slack or Asana, and then successfully exited through an acquisition by E2M Solutions. The proof of concept is the life she lived while building it.If you've ever told yourself your clients only want you, this episode is going to challenge that story and give you a real path forward.Books MentionedBuy Back Your Time by Dan MartellCrucial Conversations by Joseph GrennyThe Compound Effect by Darren HardyTo learn more about how DOT & Company can remove you from the day-to-day of client management, head to dotandcompany.co. You can also connect with Taylor directly on LinkedIn; she's very active there and would love to meet you.Join Dr. William Attaway on the Catalytic Leadership podcast as he shares transformative insights to help high-performance entrepreneurs and agency owners achieve Clear-Minded Focus, Calm Control, and Confidence.Free 30-Minute Discovery Call:Ready to elevate your business? Book a free 30-minute discovery call with Dr. William Attaway and start your journey to success.Special Offer:Get your FREE copy of Catalytic Leadership: 12 Keys to Becoming an Intentional Leader Who Makes a Difference.Connect with Dr. William Attaway:WebsiteLinkedInFacebookInstagramTikTokYouTube

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How to Build an Account Management Team That Owns Client Outcomes

Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies

Play Episode Listen Later May 13, 2026 28:03

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are your account managers drowning because you never built the system around them? Are you still the one clients call when something goes sideways, even though you hired someone to handle that? In seven years, today's featured guest and her co-founder built a team of six and developed an account management structure that worked well enough to earn a speaking slot at Elevate. She'll break down the exact touchpoint cadence her agency uses to retain clients and grow accounts, what she looks for when hiring account managers, and what it took to actually get out of the way. She'll also share what makes a co-founder partnership work when so many of them fail. Michelle Keckler is the co-founder of KNC Marketing, a full-service digital marketing agency based in Nashville, Tennessee. She and her co-founder Danielle launched the agency after Danielle was laid off from a company they both worked at. Within two months they had enough clients for Michelle to leave her corporate job. Michelle spoke at Elevate and has been a member of the Agency Mastery Mastermind. Her focus inside the agency is on client relationships, account management structure, and building a team that can own outcomes without founder involvement. In this episode, we'll discuss: How to set your account managers for success What to look for in an account manager Why letting go is not a one-time decision Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Toggl: Most agencies are losing 15–30% of their profit every year: lack of time tracking, messy manual timesheets, scope creep, untracked revisions, and all those "quick" client requests that never get billed. Toggl has created a fast, interactive way to uncover exactly where your margins are leaking. Start your investigation now at toggl.com/smartagency and use the code SMARTAGENCY10 at checkout for a 10% off annual plans. The Account Management System That Actually Retains Clients For Michelle, the first step to setting her account manager for success is to hand off ownership of that account to them right away and make that clear to the client. After that, they rely on a structured cadence built around three consistent touchpoints: weekly status updates so clients always know where things stand, monthly meetings to review campaign metrics and look at the next 30, 60, and 90 days, and quarterly business reviews that step above the day-to-day to assess overall direction and impact. What makes the cadence work is not the frequency. It is what happens inside each touchpoint. Michelle is specific about this: the monthly meeting is more than just a metrics review. It is an opportunity to ask the client what has changed in their business, whether they made a key hire, lost a team member, or landed a new account that shifts priorities. Often agencies get so focused on delivering the work that they stop asking questions that would help them serve the client better. That gap is where accounts quietly go sideways before anyone notices. Who to Hire for Account Management (And What to Actually Look For) Account management is one of the hardest roles to hire for because it requires a combination of skills that rarely come packaged together. Michelle is direct about this: you are looking for someone who can sit in a room with a client, speak confidently about the work, handle a difficult pricing conversation, and bring enough business understanding back to the internal team to actually inform strategy. She calls it a unicorn role, and she means it. What she's learned through experience is that marketing background matters less than business acumen and leadership mindset. Several of their best account managers came from strong business backgrounds with no formal marketing experience. They hired for values alignment and problem-solving ability, then trained the rest. The interview process shifted from culture-fit questions toward situational ones: how would you handle a frustrated client, tell me about a hard conversation you navigated. Knowledge can be taught. The instinct to lead a client relationship under pressure cannot. Getting Out of the Way Is a Decision You Have to Make More Than Once Michelle is honest about the fact that letting go of account management was not a one-time decision. It was a pattern she had to interrupt repeatedly. Early on she stayed involved because she knew her first hire personally. As the team grew, the justification changed but the behavior did not. advice from Darby, Agency Mastery's Agency Scale Specialist, to take the floaties off and let her people swim, stuck with her because it named the real problem: the systems were in place, the people were qualified, and she was still hovering. The practical shift that made the difference was removing a bottleneck in the operations structure. Danielle had been handling project management as an additional layer between account managers and the internal team. Moving project management back to the account management team eliminated a handoff, sped up delivery, and forced the account managers to own the full outcome of each client relationship. That structural change did more than any mindset shift could on its own. The role became clearer, the accountability became cleaner, and the team stepped into it. What Makes a Co-Founder Partnership Actually Work Michelle and Danielle are cousins who have built a seven-year agency together, which puts them in a small category. Michelle is candid about why she believes many partnerships fail and why theirs has not. The foundation is shared values and a shared goal for the business. The operating reality is that they have very different personalities, and that difference is a feature, not a bug. Danielle is the fast implementer. Michelle is the one who wants to think it through. One is the gas, one is the brake, and the business has avoided several train wrecks as a result. What she is clear about is that a partnership is not a shortcut. It requires the same kind of honest communication and tolerance for imperfection that any long-term relationship does. There will be stretches where one partner is carrying more than the other. There will be disagreements about pace, direction, and priorities. What matters is that both people want what is best for the business and the team, and can say the hard thing to each other when it needs to be said. Michelle is not selling the partnership model to everyone. She is saying that if you find someone with complementary strengths and the same core values, do not let the fear of conflict talk you out of it. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

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Understanding Why Strategic Account Management Builds Relationships, Ep #505

Sales Reinvented

Play Episode Listen Later May 6, 2026 18:10

We're lucky to have Mark Sellers with us this week. He's the author of "The Funnel Principle" and "Blind Spots: The Hidden Killer of Sales Coaching," whose programs have been implemented in 20 countries. Mark shares his expertise on building effective key account teams, the importance of stakeholder mapping, and how to access senior decision-makers. Our conversation covers essential tools and methodologies, best practices for creating living, and the critical role of cadence in driving meaningful progress. You'll also hear a compelling real-world example from Mark's coaching experience, along with a practical list of key account management do's and don'ts. Outline of This Episode [00:00] Strategizing account growth [05:03] Understanding stakeholders in accounts [06:45] Importance of key account plans [12:23] Key account management tips [14:54] Building a global sales process The Value Perspective Key accounts are identified by the current value they deliver—often representing a significant portion of revenues or profits—or by their future potential to grow into major contributors. Drawing on the 80/20 principle, Mark highlights how companies like ITW prioritize the accounts that already provide substantial value ("the 80s") while also identifying those with "80 potential" for strategic investment. But the real challenge is not just identification; it's executing strategies to maximize those accounts. Organizations often stumble here, emphasizing selection but failing to follow through with disciplined execution. Building Teams for Success: Beyond the Solo Manager One of the most common pitfalls in transitioning from selling to managing key accounts is treating the process as a solo endeavor. Organizations must assemble dedicated teams for key accounts, not leave managers struggling alone. This approach leverages diverse expertise, aligns strategic objectives, and prevents competing agendas within the team. Too often, companies pile management responsibilities onto a salesperson whose instinct is to land deals and move on, rather than nurture long-term relationships. Success depends on both organizational support and the manager's mindset. Knowing Who's Who in the Zoo Effective key account management relies on understanding all stakeholders who influence your company's position within the client account. Mark emphasizes the necessity of stakeholder mapping, identifying advocates, influencers, veto holders, and competitors' supporters. Even when direct access to senior decision-makers like CFOs or CEOs is limited, having a plan to reach and engage relevant stakeholders is vital. "Top-to-top" meetings—matching executives on both sides—facilitate alignment and deepen relationships, ensuring objectives are mutually understood. Discipline Drives Progress Mark believes that there are two essentials when it comes to tools and methodologies: a robust key account plan and a systematic cadence for reviewing progress. The plan's worth depends on consistent follow-up; monthly or quarterly reviews ensure tasks are completed and strategies evolve as needed. Without cadence, even the best plans become stale reports. A structured playbook for these reviews fosters productive conversation and accountability—vital ingredients for moving the relationship forward. When it comes to key account plans, less is more. Mark advocates for concise plans—no more than two to three pages, supported by CRM for detailed information. Overly complex, document-heavy plans are rarely executed effectively. The best practice is to focus on live conversations that address progress, challenges, and next steps. Resources & People Mentioned Strategic Account Management Association Connect with Mark Sellers Mark Sellers LinkedIn URL - https://www.linkedin.com/in/funnelprinciple/ Mark Sellers Twitter URL – https://x.com/funnelprinciple Connect With Paul Watts LinkedIn Twitter Subscribe to SALES REINVENTED Audio Production and Show Notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

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Why Strategic Account Selling Still Comes Down to Value and Alignment with Jane Thompson

Revenue Builders

Play Episode Listen Later May 3, 2026 6:39

Strategic accounts expose where most sales approaches break down, especially when technical capability fails to connect to enterprise-wide value. In this replay segment, Jane Thompson unpacks what it actually takes to navigate complex, multi-division organizations, from building aligned champions to translating solutions into outcomes that matter at the board level. The conversation highlights why intellectual curiosity, multi-threaded engagement, and disciplined account mapping remain non-negotiable for sellers operating at the highest level. Jane Thompson is a sales leader at BigPanda with deep experience selling into complex, multi-division enterprise accounts and building high-impact strategic sales motions. Connect with Jane: LinkedIn Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

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667: Michael Thomsen of Origin 84 on Building a Process-Driven MSP and Using Compliance Frameworks for Strategy

Command Control Power: Apple Tech Support & Business Talk

Play Episode Listen Later Apr 28, 2026 58:04

CCP welcomes returning guest Michael Thomsen of Origin 84 from Sydney, Australia and discusses how he prepares to leave his business for long travel by relying on organizational design, documentation, and clear accountability, using Confluence and EOS-style role success criteria to prevent gaps and duplication. They explore perfectionism versus "good enough," emphasizing repeatable standards a team can deliver, protecting integrity, and avoiding preventable mistakes. The conversation shifts to why SOC 2, HIPAA, and ISO 27001 matter as clients face more vendor-risk questions, and how policies differ from procedures by enabling decentralized decisions. Michael explains Origin 84's fixed-fee, services-first model and a "magic quadrant" approach that moves from help desk and IT admin to account management and strategy, using root-cause fixes across all clients. He details standardizing on Microsoft-first tooling (including Entra SSO for Google), vendor-risk concerns, and how certification frameworks drive continual improvement and practical, auditable policies. 00:00 Welcome Back Michael 00:35 Travel Rituals Offline 01:14 Leaving the Business 03:23 Planning Like Military 04:47 Runbooks EOS Accountability 07:22 Perfection Versus Good 13:53 Standards And Certifications 16:32 Policy Versus Procedure 17:56 Building Sticky Services 20:14 Magic Quadrant Strategy 23:16 Fix Root Causes 26:21 Flat Rate Incentives 27:45 Strategy Alignment Limits 29:13 Listening Before Pushing 30:08 Pricing Pushback Story 31:52 Standardize Security Baselines 34:33 Paying for Certification Proof 36:10 Cut Costs via Account Management 36:50 Client Owned Subscriptions 39:21 Microsoft as North Star 41:10 Vendor Risk and Contingencies 47:37 Entra SSO for Google 50:46 ISO 27001 Policy Reality Check 54:57 Part Two Wrap Up

How to Scale Your Amazon Business Globally: The EU Expansion Guide

PPC Den: Amazon PPC Advertising Mastery

Play Episode Listen Later Apr 24, 2026 31:38

In this episode of the PPC Den Podcast, host Michael sits down with Emanuel Popescu, the Director of Account Management at AMZ Advisors, to reveal the high-stakes world of global Amazon expansion. Managing a massive team of 80 people, Emanuel shares the "hard-won" secrets of brands that successfully break into Europe, Japan, and beyond.If you've ever considered taking your brand international but felt overwhelmed by the risks, this conversation is your roadmap. You'll discover why your successful US listings might actually fail in the UK or Germany if you don't change a single word or image, and why most sellers lose money by treating expansion as a simple "copy-paste" side project. From the nuances of localized keyword research to navigating the complex tax landscapes like VAT, Michael and Emanuel break down the top five mistakes that can sink an international launch and provide the exact PPC strategies you need to dominate foreign marketplaces from day one.We'll see you in The PPC Den!

296: Hosting Dooly's “Fire Talks” featuring Nick Cegelski and Armand Farrokh (Co-Host's of 30 Minutes To President's Club)

Selling With Social Sales Podcast

Play Episode Listen Later Apr 20, 2026 51:39

This week's episode is a throwback conversation that I had while I was leading Account Management at Dooly. While at Dooly, cross-functional alignment was crucial for our teams, and the incredible Marketing team allowed me the chance to host “Fire Talks” their spin off of Hot Ones.During this show, the 30 Minutes To President's Club Hosts joined me to eat some really hot Hot Sauce, and ask them some even hotter questions on the world of Sales. This was a fun conversation where Nick almost cried. Please enjoy this week's Spicy conversation with Nick Cegelski, and Armand Farrokh. ____________________________________________________________________________I am now in the early stages of writing my first book! In this book, I will be telling my story of getting into sales and the lessons I have learned so far, and intertwine stories, tips, and advice from the Top Sales Professionals In The World! As a first time author, I want to share these interviews with you all, and take you on this book writing journey with me! Like the show? Subscribe to the email: https://mailchi.mp/a71e58dacffb/welcome-to-the-20-podcast-communityI want your feedback!Reach out to 20percentpodcastquestions@gmdail.com, or find me on LinkedIn.If you know anyone who would benefit from this show, share it along! If you know of anyone who would be great to interview, please drop me a line!Enjoy the show!

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Stop Hiring SDRs and Start Building Real Partner Ecosystems Instead with Keith Bossier | Ep. #314

Play Episode Listen Later Apr 16, 2026 48:06

Are you struggling with misaligned pricing strategies that leave money on the table? Many sales leaders find themselves caught between traditional seat-based models and what customers value. There's a better approach that can increase contract values by over 200% while simplifying your sales conversations. In this episode, Keith Bossier, VP of Sales at SDOCS, shares how his team transformed their entire pricing strategy from user-based to consumption-based models. His insights reveal practical steps for aligning pricing with genuine business outcomes that customers care about most. Keith breaks down the critical misalignments between marketing, sales, and customer success teams that drain revenue potential. He explains how removing traditional barriers—like eliminating SDRs entirely—can create more direct pathways to qualified prospects and accelerate deal cycles. Revenue Operations Framework for Growth Keith discusses implementing a comprehensive revenue operations program that aligns teams around shared goals. He shares how they restructured customer success roles to function more like account managers with implementation responsibilities, creating new revenue streams from existing accounts. The conversation explores building effective partner ecosystems without massive hiring sprees. Keith reveals how SDOCS signed over 50 new partners in 12 months by focusing on system integrators and technology partnerships that amplify reach efficiently. Learning from Sales Failures Keith opens up about a six-figure deal he lost early in his career—not because of product gaps, but because he failed to connect with the customer's real pain points. This experience shaped his entire approach to coaching sales teams, emphasizing empathy over feature presentations. He shares practical techniques for handling rejection and building team resilience. His approach focuses on understanding why deals don't close rather than simply pushing through objections, creating stronger connections with prospects. What You'll Learn: ● How to transition from seat-based to consumption-based pricing models ● Strategies for aligning marketing, sales, and customer success around revenue goals ● Methods for building partner ecosystems that expand reach without adding headcount ● Techniques for coaching teams to handle rejection and build resilience ● Why slowing down in discovery can actually accelerate your sales cycles Keith's approach demonstrates that successful sales isn't about perfecting your pitch—it's about genuinely understanding what keeps your customers awake at night and positioning your solution as the bridge to their desired outcomes. Key Moments of This Episode 00:01:46 - Introduction to Keith Bossier and SDOCSKeith Bossier, VP of Sales at SDOCS, introduces himself and explains how his company provides document automation and e-signature solutions that help businesses accelerate contract processes and revenue collection. 00:03:44 - Personal Journey: Overcoming Heart Surgery ChallengesKeith shares his inspiring personal story of surviving two open-heart surgeries and how he's thrived despite health challenges, even competing in triathlons and half-marathons. 00:06:28 - Pricing Strategies in Volatile Market ConditionsDiscussion of current economic uncertainty and how companies must adapt to pricing models. Keith explains the shift from user-based to consumption-based pricing at SDOCS, resulting in significant contract value increases. 00:13:43 - Aligning Marketing, Sales, and Customer Success TeamsKeith addresses common misalignments between departments and shares three key strategies: aligning revenue responsibilities, creating cross-functional accountability, and focusing on lead quality over quantity. 00:17:56 - Customer Success as Account Management with ImplementationExploration of how customer success teams can function more like account managers with revenue responsibilities, requiring sales-minded professionals rather than traditional support staff. 00:29:45 - Building Effective Partner Ecosystems for GrowthKeith discusses partner-led growth strategies, including working with system integrators and technology partners to expand reach efficiently without hiring additional full-time employees. 00:37:02 Learning from Sales Failures: The Power of EmpathyKeith shares a pivotal early career loss that taught him the importance of understanding customer pain points rather than just showcasing product features, shaping his coaching philosophy. 00:41:57 - Building Resilience: Handling Rejection in SalesStrategies for helping sales teams manage rejection, including debriefing losses, celebrating progress milestones, and maintaining emotional equilibrium through the ups and downs of sales cycles. About Keith Bossier Keith Bossier has 20 years of experience in driving revenue growth and optimizing sales operations with a proven track record in diverse industries, Keith has delivered exceptional results and provided unrivaled solutions to customers worldwide. His expertise spans from go-to-market strategy to revenue optimization and practical strategies for sales success. He has significant experience in SaaS sales, having held key roles at Salesforce, NetSuite, and FIS, and holds a B.A. from DePaul University as well as an M.B.A. from the Quinlan School of Business, Loyola University Chicago. Follow Us On: · LinkedIn · Twitter · YouTube Channel · Instagram · Facebook Learn More About 9-1 FlyMSG Features Like: · FlyMSG LinkedIn Auto Comment Generator by Vengreso · FlyMSG AI Social Media Post Generator by Vengreso · FlyMSG Auto Text Expander by Vengreso · FlyMSG AI Grammar Checker by Vengreso · FlyMSG AI Sales Roleplay and Coaching by Vengreso · FlyMSG Paragraph Rewrite by Vengreso · FlyMSG Sales Prospecting Training for Individuals by Vengreso · LinkedIn Profile Makeover for Sales Teams · FlyMSG Enterprise Sales Prospecting Training Program Install FlyMSG for Free: · As a Chrome Extension · As an Edge Extension

Invisible Travelers, Real Liability: What Higher Ed Needs to Know

Cooperatively Speaking

Play Episode Listen Later Apr 13, 2026 25:22

In higher ed, international travel safety is crucial. With studies abroad, research collaborations, global partnerships, and athletics, managing risk and protecting people is crucial. But many travel programs have not kept up with need, and schools are left with more exposure to risk than they may know. 280,000 students study abroad each year, and many institutions don't know where all their travelers are. In this podcast, E&I and CTP discuss how institutions can help keep their college president from taking a dreaded midnight phone call to learn that traveling students are in harm's way. E&I Host: Dennis Hyde, Category Marketing Manager, E&I Cooperative ServicesGuests: Morgan Hoyt, VP of Business Development & Account Management, CTP; Ben Rader, Director of Business Development, CTP Cooperatively Speaking is hosted by E&I Cooperative Services, the only member-owned, non-profit procurement cooperative exclusively focused on serving the needs of education. Visit our website at www.eandi.org/podcast.Contact UsHave questions, comments, or ideas for a future episode? We'd love to hear from you! Contact Cooperatively Speaking at podcast@eandi.org. This podcast is for informational purposes only. The views expressed in this podcast may not be those of the host(s) or E&I Cooperative Services.

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Ellis Verdi - President - DeVito/Verdi

Adpodcast

Play Episode Listen Later Apr 10, 2026 64:07

Ellis Verdi is a prominent American advertising and marketing executive best known as the Founder and President of DeVito/Verdi, an independent, award-winning agency based in New York City. Professional Career & DeVito/Verdi Early Career: Verdi spent the first half of his career on the "client side," holding positions at PepsiCo (managing Mountain Dew and diet brands), American Home Products Ltd., and the Grey Group, where he served as Vice President of Account Management. Agency Founding: In 1989, he launched his own firm, Ellis Verdi & Partners, as a one-man operation from his living room, famously making over 100 cold calls a day to build his client list. Partnership: In 1993, he partnered with creative director Sal DeVito to form DeVito/Verdi. Under his leadership, the agency has been named "The Best Agency in the U.S." six times by the American Association of Advertising Agencies (4As).

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Why Project-Based Agencies Feel Profitable But Aren't Sustainable with Michael Boychuk | Ep #887

Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies

Play Episode Listen Later Mar 11, 2026 33:59

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you winning exciting projects but still feeling exhausted at the end of every quarter? Does your agency look successful from the outside, yet feel fragile or chaotic behind the scenes? For most agency owners, the real struggle isn't creativity. It's sustainability. The real challenge begins after the win, when you have to deliver consistently, protect your margins, manage your team, and somehow still have the energy to lead. Michael Boychuk is the founder and creative director of DNA&Stone, a creative agency that deals in real emotion and embrace the hard truth, understanding that brands that connect emotionally see 50% higher revenue growth. He'll talk about scaling creatively led agencies, navigating mergers, embracing productive conflict, and integrating AI without sacrificing emotional storytelling. In this episode, we'll discuss: Why creative isn't enough The merger process Embracing tension & clear swim lanes in partnerships Set audacious goals or stay average Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Toggl: Most agencies are losing 15–30% of their profit every year: lack of time tracking, messy manual timesheets, scope creep, untracked revisions, and all those "quick" client requests that never get billed. Toggl has created a fast, interactive way to uncover exactly where your margins are leaking. Start your investigation now at toggl.com/smartagency and use the code SMARTAGENCY10 at checkout for a 10% off annual plans. Leaving Amazon to Start a Creative Agency Michael's career began in small, strategy-led creative shops before moving to Leo Burnett in Chicago. Eventually, he crossed to the client side as Global Executive Creative Director at Amazon, working closely on major brand initiatives. While many creatives were moving in-house at the time, Michael saw the gap in how external agencies worked with internal creative teams. Even the most respected agencies struggled to collaborate effectively with in-house counterparts. So he made the decision to leave Amazon to start his own agency. He co-founded Little Hands of Stone (later merging to become DNA&Stone), building a nimble, creatively driven agency with operational discipline at its core. The goal wasn't to be another agency in a crowded market. It was to build one that worked differently. The Project Roller Coaster: Why Great Creative Isn't Enough In the early years, Michael and his partner excelled at landing high-impact project work. The agency would scale up quickly, execute powerful campaigns, and then scale back down. The upside: Strong margins. The downside: Revenue volatility. Some months were record-breaking. Others were terrifying. This feast-or-famine model made it difficult to invest in long-term infrastructure, particularly account management and relationship-building functions that sustain retainer revenue. As Michael put it, scaling into projects and rapidly reducing afterward may be profitable, but it's not easily sustainable. That realization set the stage for a major shift. The Merger: Combining Creative Firepower with Account Stability After years of competing against DNA, Michael's firm began merger conversations. His six-year-old, creatively led shop was volatile but high-impact. DNA, a 26-year-old agency, had stable retainer revenue and strong account leadership. They were opposites and that made them perfect. The nine-month merger process was far more complex than expected. Michael describes it as "drawing up a marriage certificate." But strategically, it functioned like a time machine, instantly solving growth limitations both firms faced independently. However, merging on paper is easy. Operationalizing it while "building the plane during barrel rolls" is the real challenge. One year later, they're still refining the model and balancing creative ambition with financial discipline. Account Management vs. Creative Leadership One of the biggest lessons Michael learned post-merger is the value of strong account leadership. Creative leaders tend to chase the next exciting idea. Account leaders think in terms of long-term relationships, financial discipline, and sustainable growth. You need both. Rather than avoid tension, the four partners embrace it. Michael believes healthy conflict is essential. If there's no disagreement, you're probably not addressing the real issues. But the key is respectful conflict rooted in trust. They operate with: Clear swim lanes (each partner has decision authority in their domain) Open debate before decisions 100% alignment after decisions are made No back-channel dissent or lingering resentment. Only unified execution. Embrace the AI Wave But Protect the Emotion Michael doesn't sugarcoat his views on AI. If agencies aren't actively integrating AI into workflows and developing proprietary approaches, they risk irrelevance. But he also warns against overcorrection. Yes, AI improves efficiency and enhances pre-visualization and brainstorming. Yes, it can increase margins. But creative agencies aren't data-processing factories. They're emotional engines. In his view, the industry is currently drowning in data while starving for emotional resonance. AI can create competent output but it often carries a detectable "stink," a subtle lack of human nuance. He chooses to use AI to: enable better creative. improve efficiency. remove bottlenecks. However, it should not be used to replace emotional storytelling. Because humans still crave human connection and no algorithm can replicate lived experience. Set Audacious Goals or Stay Average The biggest lesson Michael took from his time at Amazon working directly with Jeff Bezos was to set ambitious goals. After campaigning to have an Amazon ad during the Super Bowl, he got Jeff's attention and set out to create a top-five Super Bowl ad. But during development, director Wayne McClammy challenged him: "Why aim for top five? Why not number one?" That shift in ambition changed everything. Every decision became filtered through one question: Is this the move that gets us to #1? The resulting product was the "Alexa Loses Her Voice" Super Bowl spot featuring Cardi B and Anthony Hopkins. And, yes, it was ranked the number one Super Bowl ad that year. The lesson for him was about standards. If your goals don't make you nervous, they're not big enough. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

S15 E05 Assisting Better Health Outcomes in Pharma

National Pharmaceutical Congress Podcast

Play Episode Listen Later Mar 4, 2026 27:53

National Director of Account Management of Sales of IQVIA's Chris Hankey discusses biobanking, digital transformation, and better health outcomes for patients. Get full access to NPC Healthbiz Weekly at healthbiz.substack.com/subscribe

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Using Improvisation skills in your Account Management role

Account Management (a tactical guide to success)

Play Episode Listen Later Mar 3, 2026 54:34

In this episode, we host special guest Tim Stoltenberg, the Creative Director of Dad's Garage (www.dadsgarage.com) - the legendary Atlanta-based improvisation team. From Tim we learn about:How improv skills are not about being funny, but about listeningUsing improv to solve problems togetherListening to understand, instead of to respondUsing “yes and..”Avoiding bulldozingUsing silenceAnd a deep discussion of the meaning of the word portmanteau.Be sure to check out Dad's Garage!

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2026 predictions: Will Customer Success become Account Management or Support?

The Customer Success Pro Podcast

Play Episode Listen Later Feb 18, 2026 27:38

Check out our team workshops: https://www.thecustomersuccesspro.com/team-eventIn this episode of the Customer Success Pro Podcast, Anika Zubair discusses the evolving landscape of customer success, emphasizing the need for clarity in roles and outcomes. She highlights the ambiguity that has plagued customer success teams and the pressure they face to demonstrate value. Anika outlines common mistakes made in customer success practices and offers strategies for defining success in terms of customer outcomes. The episode concludes with a challenge for listeners to articulate the impact of their work in a way that resonates with business objectives.Chapters00:00 Introduction01:26 The Redefinition of Customer Success03:58 The Ambiguity of Customer Success Roles08:33 The Pressure on Customer Success Teams10:48 Common Mistakes in Customer Success18:39 Strategies for Defining Customer Success23:32 Weekly Challenge and RecapConnect with Anika Zubair:Website: ⁠https://thecustomersuccesspro.com/⁠LinkedIn: ⁠https://www.linkedin.com/in/anikazubair/⁠RevUP Academy: ⁠https://thecustomersuccesspro.com/revup⁠Grab our FREE resources here: ⁠https://thecustomersuccesspro.com/resources⁠Want to be our next podcast guest? Apply here: ⁠https://www.thecustomersuccesspro.com/podcast-guest⁠Book Anika as a speaker at your next team event: ⁠https://www.thecustomersuccesspro.com/team-event

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Podcast E624 – The Search For An Account Management Tool – Part 2

Podcast – Kitchen Sink WordPress

Play Episode Listen Later Feb 9, 2026 9:56

This week I continue The Search For An Account Management Tool [powerpress]

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148 - AI And Empathy In Customer Success

Women in Customer Success Podcast

Play Episode Listen Later Feb 4, 2026 33:34 Transcription Available

Text us your questions and thoughts!What happens when you move your CS career from London to Dubai and rebuild your playbook from the ground up? We talk about that with Jomilsa Sousa, Customer Success and Account Management consultant & coach, and the Founder of The Success Studio, where she helps Customer Success professionals and businesses unlock their full potential. Currently, she also serves as Account Manager at Cirium (and when this was recorded, she was CS Account Manager at LexisNexis Middle East)In this episode, Jomilsa unpacks how digital transformation in the Middle East collides with a culture that prizes in‑person trust, and why that mix is changing how teams design onboarding, renewals, and growth. AI is powerful for churn prediction and business reviews, but the story that convinces a stakeholder to stay is still a human one.We explore:Cultural nuance shaping CS across the Middle EastAI for churn prediction and reviews, humans for narrative and trustRising demand for CS Ops, technical CSMs and community rolesEmpathy as a strategic advantageBuilding systematic visibility: weekly updates, impact docs, public winsWe also dig into the mindset that sustains momentum: pivot quickly when the signal changes, lead without the title, and make someone's day easier as a daily north star. If you're navigating AI, global accounts, or a big move of your own, this conversation offers a clear, human map for what works (& what doesn't).And if this conversation resonates, follow the show, share it with a teammate who needs fresh tactics, and leave a quick review to help more listeners find us.

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284: The Customer-Centric Mindset with Jay Nathan (CEO of Balboa Solutions)

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Play Episode Listen Later Jan 26, 2026 42:49

This is one of my favorite conversations that I wanted to replay this week. If you are in any post sales Customer Success, or Account Management world, you have most likely heard of this week's guest. This week's guest started his journey studying Information Systems and Software Engineering before making the shift into Professional Services, Support, and Customer Success. At the time of recording, he was an Executive VP of Corporate Market and Chief Customer Officer at Higher Logic. Now, he is the CEO of Balboa Solutions, where they help their clients maximize the value of the Pendo platform to power adoption, enablement, and user analytics.This week's guest is the heart of Mount Pleasant, South Carolina, Mr. Jay Nathan. In this week's episode, we discussed:Customer Centric MindsetNatural Curiosity For CustomersLessons From Duke Energy (Large Enterprises and Heavy Process)The Start of The Largest CS CommunityUsing Your Own ProductMuch More! Please enjoy this week's episode with Jay Nathan.____________________________________________________________________________I am now in the early stages of writing my first book! In this book, I will be telling my story of getting into sales and the lessons I have learned so far, and intertwine stories, tips, and advice from the Top Sales Professionals In The World! As a first time author, I want to share these interviews with you all, and take you on this book writing journey with me! Like the show? Subscribe to the email: https://mailchi.mp/a71e58dacffb/welcome-to-the-20-podcast-communityI want your feedback!Reach out to 20percentpodcastquestions@gmail.com, or find me on LinkedIn

2026 Retail Trends Every Independent Store Must Know

Rooted in Retail

Play Episode Listen Later Jan 18, 2026 30:26

It's the beginning of the year, and for independent retailers, knowing what consumers are buying is half the battle. In this episode of Rooted in Retail, Crystal Vilkaitis sits down with Anjarae Hamilton, Head of Retailer Sales and Account Management at FAIRE, to break down the highly anticipated 2026 Faire Forecast.Anjarae reveals the four major data-backed trends shaping consumer behavior this year, all centered around the theme of "self-expression". From the rise of "Well-Read" retreats to the maximalism of "More is More," this conversation provides a roadmap for what to stock to stay relevant. Beyond the trends, Anjarae shares crucial strategies for staying profitable amidst economic uncertainty, the importance of agility in buying, and how FAIRE is leveraging AI to simplify the search process.This episode is your ultimate guide to a successful year.[2:19] Anjarae's journey from small-town Tennessee to leading sales at FAIRE[4:43] The 2026 Forecast theme: Investing in the truest self[5:56] Trend 1: Well-Read—Why books and reading retreats are booming[6:00] Trend 2: Fanfare—Preparing for the Olympics and World Cup watch parties [7:08] Trend 3: More is More—The return of maximalism and bold prints [8:50] Trend 4: Witching Hour—Magic, manifestation, and astrology[14:53] How successful retailers are adjusting buying habits to stay profitable[18:08] Using AI and Natural Language Search to find the perfect inventory [22:25] The "iTunes model" of wholesale: Testing consolidated shipping [23:44] FAIRE Direct: How to get commission-free orders with existing brand relationships [26:12] "Point of Slay": Saving time with POS integrations Join the Rooted in Retail Facebook Group to continue the conversation Join our newsletter for all the latest marketing news for retailers Show off your super fandom by getting your Rooted in Retail Merch! Go to http://indera.co/prompt to access the prompt

Stuck in Lazy Leadership? Here's the Antidote

Women Developing Brilliance

Play Episode Listen Later Jan 6, 2026 34:19

“Lazy leadership” doesn't always mean you're lazy. Often it's what happens when capable leaders get pulled into constant demands, fire drills, and decision fatigue—until intentional leadership quietly disappears. In today's conversation, I'm joined by Corinne Gavlinski (Founder & CEO of The Gav Group) to name what this looks like in real leadership life, what it costs, and the antidote: creating space to reflect, getting back into your Impact Zone, and taking small, deliberate actions that restore clarity and momentum. We also talk about identity jolts—those messy, humbling chapters that can become a catalyst for more grounded leadership when you stop trying to “power through” and start leading from truth. What you'll learn in this episode How to recognize when you've drifted into “lazy leadership” (even if you're working nonstop) The antidote: how leaders return to the Impact Zone with clarity and intention Why identity jolts can refine your leadership and strengthen your legacy Episode chapters 01:54 — What “lazy leadership” is (and what it's not) 04:27 — The Impact Zone + the antidote: space to reflect + a “catapult” tool 10:50 — Legacy leadership: “Who do you want to be remembered as?” 13:25 — Identity jolts: caregiving, pivots, ego hits, reinvention 16:30 — Betting on your innate talents (not just passion) 22:01 — A practical team clarity process (why accountability matters) 30:48 — The closing reflection + your 24-hour action step Mentioned resource The Impact Zone Guide About Corinne Gavlinski Corinne Gavlinski is Founder & CEO of The Gav Group and a thought partner to C-suite leaders who want results that matter—to their teams and their legacy. She's a former SVP of Customer Success with 20+ years in executive Sales and Account Management roles across digital healthcare and finance. She holds an MBA from Loyola University Maryland and is board-certified as an executive coach and certified as a team coach. About Kc Rossi Kc Rossi, PCC is an Integrative Leadership Coach and host of the Heart Glow CEO® Podcast, where mission-driven, high-performing leaders learn to lead with clarity, emotional steadiness, and self-trust—without burning out or abandoning what matters most.

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Guy Kawasaki: Win Every Pitch Using These Timeless Sales Principles | Sales | YAPClassic

Play Episode Listen Later Jan 2, 2026 57:35

Guy Kawasaki learned sales the hard way in the jewelry business, where every deal felt like hand-to-hand combat. With no technical background, he later joined Apple and turned those street-level selling skills into world-class software evangelism. He went on to become Chief Evangelist at Canva, shaping how the world thinks about selling ideas. In this episode, Guy breaks down why selling is the most critical skill for entrepreneurs, the sales strategies that helped him win pitches, and how to identify products or ideas that sell. In this episode, Hala and Guy will discuss: (00:00) Introduction (01:29) From Sales Rookie to Apple Evangelist (07:35) How to Get Your Big Break (11:49) Leadership Lessons From Apple and Beyond (17:51) The Art of Knowing When to Quit (24:53) How Big Career Risks Shape Success (33:22) Mastering the Sales and Pitch Strategy (42:07) Evangelism Strategy: Pitch Everyone, Always (47:43) Building Likability, Trust, and Competence Guy Kawasaki is a bestselling author, keynote speaker, and the Chief Evangelist of Canva. He previously served as the Chief Evangelist at Apple, where he popularized the concept of secular evangelism and helped make the Macintosh a household name. Guy is also the creator and host of the Remarkable People podcast, featuring world-class entrepreneurs and innovators. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING Shopify - Start your $1/month trial at Shopify.com/profiting. Spectrum Business - Visit Spectrum.com/FreeForLife to learn how you can get Business Internet Free Forever. Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/profiting and get 30% off their Framer Pro annual plan. Intuit QuickBooks - Start the new year strong and take control of your cash flow at QuickBooks.com/money Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Working Genius - Take the Working Genius assessment and discover your natural gifts and thrive at work. Go to workinggenius.com and get 20% off with code PROFITING Resources Mentioned: Guy's Website: remarkablepeople.com Guy's Book, Wise Guy: bit.ly/-WiseGuy Guy's Book, Enchantment: bit.ly/-Enchantment Guy's Podcast, Remarkable People: bit.ly/RP-apple Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Online Selling, Economics, E-commerce, Ecommerce, Prospecting, Persuasion, Inbound, Value Selling, Account Management, Scale, Scaling, Sales Podcast

Dan Henry: The Psychology of Selling, How to Make Cold Prospects Say “Yes” Fast | Sales | E379

Play Episode Listen Later Dec 29, 2025 52:38

When Dan Henry was building his online business, he struggled with inconsistent sales and needed to quickly figure out how to turn prospects into paying clients. That challenge pushed him to study the psychology behind why people buy and develop sales frameworks that now generate millions in revenue and enable him to close $25K to $50K deals over text alone. In this episode, Dan breaks down his proven sales scripts, objection-handling techniques, and persuasion strategies for closing high-ticket deals and converting cold prospects into loyal buyers. In this episode, Hala and Dan will discuss: (00:00) Introduction (02:13) Building Rapport on Cold Sales Calls (07:41) Storytelling Frameworks That Boost Sales (12:15) Strategic Questioning to Uncover Buyer Intent (18:56) Objection Handling Strategies for Conversion (28:35) Identifying Buyer Motives on Sales Calls (33:29) Connecting With Audiences at Scale (37:54) Finding Fulfillment Beyond Business Success Dan Henry is an entrepreneur, bestselling author, and founder of GetClients.com. He has built multiple high-revenue online businesses by helping entrepreneurs craft compelling personal brands, structure high-converting presentations, and scale through proven sales strategies. As a business coach, Dan's frameworks have helped thousands of business owners generate millions. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING Shopify - Start your $1/month trial at Shopify.com/profiting. Revolve - Head to REVOLVE.com/PROFITING and take 15% off your first order with code PROFITING DeleteMe - Remove your personal data online. Get 20% off DeleteMe consumer plans at to joindeleteme.com/profiting Spectrum Business - Visit Spectrum.com/FreeForLife to learn how you can get Business Internet Free Forever. Airbnb - Find yourself a cohost at airbnb.com/host Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/design and use code PROFITING Intuit QuickBooks - Bring your money and your books together in one platform at QuickBooks.com/money Resources Mentioned: Dan's Website: getclients.com Dan's YouTube: youtube.com/danhenry Dan's Instagram: instagram.com/danhenry Dan's Bali Personal Branding Talk: getclients.com/yap Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Online Selling, Economics, E-commerce, Ecommerce, Prospecting, Inbound, Value Selling, Account Management, Scaling, Sales Podcast

The Impact of Coaching on Professional and Personal Growth featuring Karli Elder

Lead with Culture

Play Episode Listen Later Dec 16, 2025 31:35 Transcription Available

“The piece that I wasn't prepared for was that the most important voice through that entire journey was going to be my own.”In this episode, Karli Elder, Director of Onboarding and Account Management at Financial Independence Group, joins Kate Volman to discuss the impact of coaching on her career and personal growth. Karli shares how coaching helped her overcome imposter syndrome, develop executive presence, and achieve better work-life integration. She also reveals how coaching has empowered her to lead with greater intention and clarity. Tune in to learn how coaching can help you unlock your potential and elevate your leadership.In this episode, you'll discover:How to use simple but precise questions to turn uncertainty into actionA practical framework to invite honest, two-way feedbackThe power of small, incremental changes to drive lasting transformationInvest in a coach to achieve your dreams: https://www.floydcoaching.com/Discover how to implement The Dream Manager Program:https://www.thedreammanager.com/Things to listen for:(00:00) Intro(02:45) Karli's decision to hire a coach(07:50) Setting personal and professional goals(09:08) Questions and metrics to measure progress(15:30) Applying coaching frameworks to leadership(20:44) Personal growth and work-life integration(29:21) Next steps for exploring coachingResources:Floyd CoachingThe Culture AssessmentMatthew Kelly's BooksFloyd Coaching's BlogConnect with the GuestKarli Elder's LinkedInFinancial Independence GroupConnect with the Host & Floyd Coaching:Kate Volman's LinkedInFloyd Coaching on LinkedInFloyd Consulting on FacebookFloyd Consulting on TwitterFloyd Consulting on YouTubeFloyd Consulting on Instagram

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Black Friday & Cyber Monday 2025 Recap With Team Acadia - Episode 421

Play Episode Listen Later Dec 5, 2025 28:34

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The Creator's Playbook: How to Launch Courses That Sell Out in Record Time | Sales | Presented by Teachable

Podcast – Kitchen Sink WordPress

Play Episode Listen Later Nov 26, 2025 30:11

Many creators struggle with sales, finding it hard to turn audience interest into paying customers. They have great content but lack the right sales funnels, persuasion techniques, and closing strategies to convert prospects. In this second episode of the Creator's Playbook, presented by Teachable, Hala Taha breaks down how to confidently sell your course and scale your income through proven sales strategies. You'll hear from experts like Russell Brunson, Jason Fladlien, Kat Norton, and more on how to launch your course like a pro. In this episode, Hala will discuss: (00:00) Introduction (00:52) Building Trust Through Value Selling (03:47) Optimizing Your Sales Funnel for Conversions (08:57) Sales Psychology: Guiding Buyers to “Yes” (10:46) Handling Objections with Confidence (14:42) The Importance of Soft Closing When Selling (20:47) The Power of Webinars for Conversions (23:48) Creating Transformational Webinar Experiences Teachable is the leading platform empowering entrepreneurs, creators, and coaches to build lasting businesses through education. Whether you're launching your signature course, selling digital downloads, offering coaching, or creating a membership, Teachable provides multiple ways to turn your knowledge into a reliable and scalable income. Claim your 30-day free trial today at https://youngandprofiting.co/teachable Sponsored By: Teachable: Claim your 30-day free trial today at https://youngandprofiting.co/teachable Resources Mentioned: YAP E337 with Adam Schafer: youngandprofiting.co/MindPump YAP E312 with Russell Brunson: youngandprofiting.co/SalesF YAP E196 with Robert Cialdini: youngandprofiting.co/Persuasion YAP E229 with Jason Fladlien: youngandprofiting.co/Influence YAP E345 with Shelby Haas-Sapp: youngandprofiting.co/Convert YAP E316 with Kat Norton: youngandprofiting.co/Niche Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Disclaimer: This episode is a paid partnership with Teachable. Sponsored content helps support our podcast and continue bringing valuable insights to our audience. Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Online Selling, Economics, E-commerce, Ecommerce, Prospecting, Inbound, Account Management, Business Growth, Scaling, Sales Podcast

Podcast E613 – The Search For An Account Management Tool – Part 1

Play Episode Listen Later Nov 24, 2025 10:25

This week I Talk About Searching For A Tools To Help Manage My Accounts [powerpress]

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Tech Adoption in Autonomy - The Road Ahead

Aerospace Unplugged

Play Episode Listen Later Nov 24, 2025 35:14

In this episode of Aerospace Unplugged, our host Adam Kress sits down with Taylor Alberstadt, Senior Director of Global Sales and Account Management for Advanced Air Mobility (AAM) at Honeywell Aerospace Technologies, and Dr. Yemaya Bordain, Emerging and Advanced Technologies Strategist.Together, they continue the conversation around autonomy in aviation, specifically, the industry efforts currently underway to bring autonomy to life and the road ahead for technology adoption and public acceptance. Episode Highlights:Current State of Autonomy in Aviation: Explore what the rising trends in aviation as autonomy progresses and how they're evolving.Technology Adoption & AAM Integration: Discover how the role of AI and autonomy are being integrated in aviation, with real-world examples.Regulatory Landscapes & Challenges: Learn about the regulatory hurdles AAM companies face as autonomy advances, including a rigorous ceritifcation process, aligning with public safety priorities and more.Public Acceptance & The Road Ahead: Dive into the challenges of building public trust and acceptance for autonomous aviation, and what the future may hold over the next 5 to 10 years. Get More Insights NowDownload our Autonomy Whitepaper to discover the latest expert insights on the current state of aviation, autonomy and more.

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Episode 467: A Smorgasbord Of Retirement Account Management And Spending Tips And Portfolio Reviews As Of November 21, 2025

Risk Parity Radio

Play Episode Listen Later Nov 22, 2025 39:25 Transcription Available

In this episode we answer emails from Camille and Jeff. We discuss how 72(t) and asset swaps enable early IRA access, where to place managed futures and treasuries for taxes, practical cash options at IBKR and ultra-short term ETFs, designing a mix for higher safe withdrawal rates, when to ratchet spending and when to hold flat, and tracking mandatory versus discretionary spending, among other things.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page: Donate - Father McKenna CenterHow To Do An Asset Swap Video from Risk Parity Chronicles: How to Do an Asset SwapFI Tax Guy Post on 72(t): Retire on 72(t) Payments – The FI Tax GuyWhite Coat Investor Podcast with Sean Mullaney: Managing Taxes in Retirement with Sean Mullaney | White Coat InvestorTax Planning Book: Amazon.com: Tax Planning To and Through Early Retirement: 9798999841599: Garrett, Cody, Mullaney, Sean: BooksUltra-short ETFs for Parking Excess Cash: Ultra Short-Term ETF ListPortfolio Charts Descriptions of Variable Withdrawal Strategies: Retirement Spending – Portfolio ChartsBreathless Unedited AI-Bot Summary:What if your IRA isn't a locked box until 59½? We dig into the real-world playbook for early access and smarter withdrawals, showing how 72(t) and asset swaps let you fund life now without wrecking your allocation or triggering penalties. Along the way, we answer donor questions on where to park managed futures when tax-advantaged space is tight, how to rebalance when bonds live behind the IRA wall, and the cleanest ways to earn yield on cash at Interactive Brokers with short-term ETFs like SGOV, BIL, and JPST. We also touch on BOXX for high earners and ask our Canadian friends to weigh in on legacy RRSP headaches.From there, we map a durable withdrawal framework: blend growth and value equities, hold intermediate and long treasuries for ballast, and add diversifiers like gold and trend to raise your safe withdrawal rate. If pensions and Social Security cover the essentials, a 5% withdrawal from a risk-balanced mix can still thrive over 30 years, especially when you limit spending increases to 1% instead of full CPI. For raises, we compare floor-and-ceiling rules to ratchets so you can lock in gains after meaningful portfolio advances, yet stay flexible when markets wobble.To ground it all, we run through market movers—growth stocks buzzing, gold shining, bonds steadying—and share performance across our sample portfolios, from classic Golden Butterfly to leveraged variants. Takeaways are simple and usable: your access is wider than you think, tax location is a spectrum not a slogan, and the best spending rule is the one that fits your life. Subscribe, leave a review, and tell us: which withdrawal rule would you follow this year, floor and ceiling or a ratchet?Support the show

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Brian Josephs - Sportradar, VP of Account Management, North America

Sports Business Radio Podcast

Play Episode Listen Later Nov 18, 2025 50:18

Brian Josephs, Sportradar, Vice President of Account Management for North America joins Sports Business Radio for a conversation. Josephs outlines the huge shift in how fans consume sports and how streaming is now the main stage. We also discuss how fan expectations have evolved in this new era of digital-first, personalized and interactive viewing. Lastly, Sportradar works with some of the biggest tech and media platforms, from streamers to social media networks and Brian tells us how these companies are using Sportradar's products to enhance engagement and monetize rights investments LISTEN to Sports Business Radio on Apple podcasts or Spotify podcasts. Give Sports Business Radio a 5-star rating if you enjoy our podcast. Click on the plus sign on our Apple Podcasts page and follow the Sports Business Radio podcast. WATCH SBR interviews by going to www.sportsbusinessradio.com and clicking on the link to the Sports Business Radio YouTube channel. Subscribe to our YouTube channel. Follow Sports Business Radio on Twitter @SBRadio and on Instagram, Threads and Tik Tok @SportsBusinessRadio. This week's edition of Sports Business Radio is presented by Sportradar - the Exclusive data and sports technology partner of Sports Business Radio. Learn more about Sportradar at www.sportradar.com. #Sportradar #AI #Tech #SportsTech #Data #FanExperience #Streaming Learn more about your ad choices. Visit megaphone.fm/adchoices

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Marketing Agency 101 with Megan Bowen

The Marketing Movement | Ignite Your B2B Growth

Play Episode Listen Later Nov 13, 2025 24:39

Refine Labs CEO Megan Bowen joins Evan Kirstel for a deep-dive into how B2B marketing must evolve for the AI era. The conversation covers modern go-to-market models, buyer-centric strategies, and how Refine Labs helps companies drive measurable pipeline growth through data, experimentation, and cultural excellence.1. Speakers and RolesMegan Bowen – CEO of Refine Labs. With 20 years in B2B SaaS at companies like Zocdoc, Grubhub, and WeWork, she brings deep expertise in modernizing go-to-market strategy and redefining marketing measurement.Evan Kirstel– Host and interviewer. Brings over 30 years in tech sales and marketing leadership.2. Topics CoveredThe evolution of B2B buying and selling from the analog to the AI era.Why traditional MQL-based marketing is outdated.The “Brand, Demand, Expand” model for full-funnel growth.Refine Labs' AI strategy and benchmarking methodology.Alignment between sales and marketing in 2025.The future of content creation and human creativity in an AI-driven market.Building company culture around people-first principles.The Refine Labs Vault: democratizing growth frameworks and insights.3. Questions This Video Helps AnswerWhat's fundamentally broken about traditional B2B marketing models?Why is the MQL metric no longer a reliable measure of success?How should marketers adapt to buyer-led decision-making?What is the “Brand, Demand, Expand” framework, and how does it work?How is AI transforming marketing operations and customer acquisition?How can companies build a people-first culture that drives performance?4. Jobs, Roles, and Responsibilities MentionedCEO, CMO, VP of Marketing, Sales teams, Customer Success and Account Management, Marketing Operations and Creative roles, Content strategists and paid media managers5. Frameworks and Concepts MentionedBrand, Demand, Expand (three-pillar GTM framework)Ideal Customer Profile (ICP)Buyer-centric marketingAI-powered benchmarksRevenue funnel analysis and pipeline conversion optimization6. Related ResourcesRefine Labs: https://www.refinelabs.comThe Vault: access to Refine Labs frameworks and community.HubSpot (mentioned as part of inbound marketing evolution)Grandin Holdings (Refine Labs investment partner)

Bye, YouTube: Why Spotify's Moving Hit Shows to Netflix

Oxford Road Presents: The Divided States of Media

Play Episode Listen Later Nov 12, 2025 47:05

Did you have Netflix becoming a major audio platform on your bingo card? If you're surprised, we're here to help you make sense of the big moves by the industry's (new) big players.This week on The Media Roundtable: Industry Edition, Dan Granger (CEO & Founder, Oxford Road) hosts audio experts:James Ingrassia (EVP, Strategy & Insights, Oxford Road)Shannon Quintana, (VP, Account Management, Oxford Road)Stew Redwine (Executive Creative Director, Oxford Road)The team is talking: Netflix x Spotify, Thinking Locally, Podcast's Growth, and more. Let's dig in.“ We're in the right space. I think we all just wish there were fewer leashes to hold as you're trying to make sense of all of it.”- Dan Granger (CEO & Founder, Oxford Road)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Creator Connections Has Changed. Should You? With Adam French of Acadia - Episode 418

Play Episode Listen Later Nov 11, 2025 21:40

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Why Q4 2025 Hits Different Shahrez Anjum and Laurie Tovo of Acadia - Episode 416

Play Episode Listen Later Oct 28, 2025 24:39

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Prime Big Deal Days 2025 Recap - Episode 414

Play Episode Listen Later Oct 13, 2025 25:43

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269: From Pre-Seed To Series B: The Early-Stage Sales Playbook with Michelle Pietsch

co founders reach revenue early stage series b gtm account management pre seed sales playbook pietsch

Play Episode Listen Later Oct 13, 2025 44:22

This week's throwback guest is my former boss, Michelle Pietsch. Michelle is the Co-Founder of BeaconGTM, where they help companies from Pre-Seed to Series B build their GTM motions, and get their customers in a position to see successful growth. Michelle was the VP of Revenue at Dooly when she brought me on to build the Account Management function from the ground up, and there were so many incredible leadership lessons she taught me along the way which we get into in today's episode. On today's show, we also discussed:Giving Your Employees A Long Leash Coming With Solutions, Not Just ProblemsAlways Learning In The Early StageWhen To Hire BDRsSetting Expectations With Your Boss Starting Minot Light Much MorePlease enjoy this week's episode with Michelle Pietsch! ____________________________________________________________________________I am now in the early stages of writing my first book! In this book, I will be telling my story of getting into sales and the lessons I have learned so far, and intertwine stories, tips, and advice from the Top Sales Professionals In The World! As a first time author, I want to share these interviews with you all, and take you on this book writing journey with me! Like the show? Subscribe to the email: https://mailchi.mp/a71e58dacffb/welcome-to-the-20-podcast-communityI want your feedback!Reach out to 20percentpodcastquestions@gmail.com, or find me on LinkedIn.If you know anyone who would benefit from this show, share it along! If you know of anyone who would be great to interview, please drop me a line!Enjoy the show!

Grant Cardone: Billion-Dollar Sales Secrets Every Entrepreneur Needs to Scale | Sales | E368

Play Episode Listen Later Sep 15, 2025 54:37

Early in his career, Grant Cardone thought too small, chased the wrong opportunities, and stayed stuck in a business that couldn't scale. Realizing he needed bigger goals and stronger negotiation skills, he adopted the 10X mindset and mastered the art of selling. Today, he is the founder and CEO of multiple businesses, including Cardone Capital, managing over $5 billion in assets. In this episode, Grant shares his billion-dollar sales strategies that entrepreneurs can use to 10X their action, close more deals, and scale their business with confidence. In this episode, Hala and Grant will discuss: (00:00) Introduction (02:25) The 10X Mindset for Goal Setting and Scaling (07:13) The Concept of “Feeding the Beast” (09:15) His Early Business Mistakes and Lessons (13:20) Building Confidence Through Massive Action (18:43) The Power of Quick Decision-Making in Sales (22:14) Value Selling Strategies for Sales Success (31:58) How to Sell with Confidence and Close More Deals (35:29) Creator Entrepreneurship and Building Trust Online (44:35) Leaving a Legacy Through Hustle and Investing Grant Cardone is a serial entrepreneur, bestselling author, equity fund manager, real estate investor, and the CEO of Cardone Capital. He is the founder of the 10X Movement and leads seven privately held companies that generate $750 million annually. Known for his dynamic sales training and the 10X Growth Conference, Grant has inspired entrepreneurs worldwide to think bigger and achieve massive business growth. He has been recognized by Forbes as a top social media business influencer. Sponsored By: Airbnb - Find yourself a cohost at airbnb.com/host Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING Shopify - Start your $1/month trial at Shopify.com/profiting. Mercury - Streamline your banking and finances in one place. Learn more at mercury.com/profiting Open Phone - Get 20% off your first 6 months at OpenPhone.com/profiting. DeleteMe - Remove your personal data online. Get 20% off DeleteMe consumer plans at to joindeleteme.com/profiting SKIMS - Shop SKIMS Fits Everybody collection at SKIMS.com Policy Genius - Secure your family's future with Policygenius. Head to policygenius.com/profiting Masterclass - Get an additional 15% off any annual membership at https://masterclass.com/profiting BitDefender - Save 30% on your subscription at bitdefender.com/profiting Resources Mentioned: YAP E205 with Grant Cardone: youngandprofiting.co/WealthTransfer Grant's Book, The 10X Rule: bit.ly/The_10XRule Grant's Website: grantcardone.com Grant's LinkedIn: linkedin.com/in/grantcardone Grant's Instagram: instagram.com/grantcardone Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Health, Growth Mindset, Online Selling, Persuasion, Economics, E-commerce, Ecommerce, Prospecting, Inbound, Account Management, Sales Podcast

Hala Taha: Build a High-Converting Sales Funnel That Transforms Your Business | Sales | YAP Live