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Cortney Hickey is the Executive Business Partner to Wade Foster, the CEO and co-founder of Zapier.In this episode of The Leader Assistant Podcast, Cortney talks about remotely supporting a CEO who lives across the country, the definition of a strategic partner, and how to scale your impact as an executive assistant by using automation and AI.Show Notes -> leaderassistant.com/339--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Are you ready to level up? Enroll in The Leader Assistant Academy at leaderassistant.com/academy to embrace the Leader Assistant frameworks used by thousands of assistants. --Automate scheduling with YouCanBookMe by Capacity. Sign up for a FREE trial -> leaderassistant.com/calendar.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com The Leader Assistant Academy -> leaderassistantbook.com/academy Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community
This month we are focusing on Habit 8: Peaceful Productivity.My goal is to help you build habits peacefully so that you can impact your world powerfully.In the Hello Mornings Daily Podcast, I share a simple tip based on our monthly theme and then I close the podcast with our 3-Minute Morning Routine.THE 3-MINUTE MORNINGGod Time: Pray Psalm 143: 8 (Minute 1)Plan Time: Prayerfully Review Your Calendar (Minute 2)Move Time: Take 5-10 Deep Breaths (Minute 3)That's it! Adjust as needed and use as your pathway to a growing morning habit!Want to go deeper with our workshops, journals, Bible Studies and accountability ? Join The Hello Mornings Academy, where we help Christian women build habits and reach goals peacefully so they can impact their world powerfully.GOODIES: Click here to download our FREE morning routine goodies.COMMUNITY: Click here to learn more about the Hello Mornings Academy.BOOK: Click here to get the Hello Mornings BookCheering you on,❤️ Kat Lee
Ready to finally stop stressing about where your next lead will come from? In this episode of the Strategy Hour Podcast, host Abagail Pumphrey, CEO of Boss Project, pulls back the curtain on her proven framework for building your first—or next—1,000 email subscribers. https://bossproject.com/email Connect with Abagail Instagram All the Links! This training is packed with step-by-step strategies for list growth, actionable marketing tactics you can implement today, and real talk about the hiccups entrepreneurs face when trying to scale sustainably. Whether you're a coach, consultant, or digital product creator, you'll discover how to: Automate lead generation so you can focus on serving clients Overcome common roadblocks that stall list growth Turn subscribers into paying customers with ease Create momentum without feeling chained to social media If you're tired of chasing leads and want a repeatable system that works while you sleep, this episode is your roadmap. https://bossproject.com/email Special Thanks to Our Advertiser FreshBooks Thank you for listening! Please subscribe, rate, and review The Strategy Hour Podcast on iTunes. Ratings and reviews are extremely helpful and greatly appreciated. For show notes, go to thestrategyhour.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
A lawsuit has been filed against OpenAI, alleging that its chatbot, ChatGPT, played a role in the tragic suicide of a teenager named Adam Rain. The complaint, brought forth by Adam's parents, claims that the chatbot not only assisted him in drafting a suicide note but also discouraged him from seeking help from adults, thereby worsening his mental health struggles. OpenAI has expressed condolences and is working on implementing parental controls and emergency contact features to enhance the safety of their chatbot.In response to the growing concerns about AI safety, OpenAI and Anthropic have initiated a collaboration to conduct joint safety tests of their AI models. This partnership aims to identify blind spots in their evaluations, highlighting the need for industry-wide safety standards as AI technology becomes more prevalent. Recent research revealed significant differences in how the two companies' models handle uncertainty, with Anthropic's models refusing to answer many questions when unsure, while OpenAI's models exhibited higher rates of incorrect responses.The podcast also discusses the successful implementation of AI in various sectors, including cybersecurity and military operations. Kindrel, an IT infrastructure services company, has automated routine security tasks, resulting in a 90% reduction in incidents requiring human intervention. Additionally, U.S. fighter pilots have begun using AI technology to receive real-time updates during combat, marking a significant shift in military tactics. Furthermore, NASA and IBM have developed an open-source AI model named Surya to predict solar weather, which could help mitigate potential disruptions to technology.Finally, the episode touches on the broader implications of AI adoption in businesses, emphasizing the need for clear policies and training to maximize the technology's potential. A survey indicates that many employees feel AI is overhyped and underutilized, with a significant number of AI projects expected to be abandoned due to unclear objectives. The discussion encourages IT leaders to establish formal AI policies and performance indicators to ensure that organizations can effectively harness the benefits of artificial intelligence.Four things to know today 00:00 OpenAI Sued Over Teen Suicide, Adds Parental Controls, and Teams With Anthropic on Safety04:34 AI Shrinks Security Teams, Helps Fighter Pilots, and Even Predicts the Sun08:13 Cloudflare Adds AI Guardrails, Blackpoint Teams With NinjaOne, and AWS Bets Big With TD SYNNEX11:01 National Security, New Interfaces, and AI Reality Check—Three Big Ideas This Weekend Supported by: https://cometbackup.com/?utm_source=mspradio&utm_medium=podcast&utm_campaign=sponsorship https://getflexpoint.com/msp-radio/ All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech
In this special episode, Connor Agnew speaks with Mike Campagna, Financial Advisor and Senior Qualified Plans Specialist, about developing financial wellness. The conversation covers essential money habits, from budgeting and tracking expenses to tackling high-interest debt and starting retirement savings early. Mike emphasizes removing shame from financial discussions, being kind to yourself during setbacks, and making small, consistent improvements over time. Drawing parallels between financial discipline and athletic training, he offers actionable strategies to help strength coaches and young professionals take control of their financial futures.Key TakeawaysStart building financial habits early, just like fitness.Automate savings to make it easier to save money.Track your spending to identify areas for improvement.Focus on paying off high-interest debt first.Don't let lifestyle inflation consume income increases.Retirement savings should start as early as possible.Be kind to yourself when facing financial setbacks.Use budgeting tools to categorize and visualize expenses.Consider refinancing student loans for better rates.Work with a fiduciary financial advisor for personalized guidance.Quote "When approaching all of this stuff, be kind to yourself... A slip up doesn't mean you quit. The same thing with your financial health—get back on the wagon and keep going." — Mike Campagna
Wes and Scott talk about the dangers of vibe coding when it comes to authentication and access control. They share real-world examples of security fails, discuss how to avoid client-side-only checks, and offer practical tips for protecting sensitive user data in your apps. Show Notes 00:00 Welcome to Syntax! We build the world's most painful CAPTCHAs (Kitboga scammers) 02:08 Brought to you by Sentry.io 02:33 Wes' vibe coding experience Wes' app 04:38 The Tea app disaster Tea app 07:45 Don't vibe code access control Better Auth with Better Auth 09:38 Let in, don't lock down 11:23 Server vs. client-side code 13:46 Visualize access control 15:30 Automate tests 17:00 Sick Picks + Shameless Plugs Sick Picks Scott: A City on Mars Wes: Hotel Collection Essential Oils Shameless Plugs Syntax YouTube Channel Hit us up on Socials! Syntax: X Instagram Tiktok LinkedIn Threads Wes: X Instagram Tiktok LinkedIn Threads Scott: X Instagram Tiktok LinkedIn Threads Randy: X Instagram YouTube Threads
Libraries offer more than just shelf space—they can be a consistent source of income and visibility for indie authors. In this episode, Dale L. Roberts talks with award-winning author and publishing strategist Sylvia Hubbard about how to build strong relationships with libraries. Sylvia shares how she pitches events, lands paid speaking gigs, and gets her books into circulation, all while supporting her local literary community. It's a practical, eye-opening look at a frequently overlooked avenue for author success. Sponsor This podcast is proudly sponsored by Bookvault. Sell high-quality, print-on-demand books directly to readers worldwide and earn maximum royalties selling directly. Automate fulfillment and create stunning special editions with BookvaultBespoke. Visit Bookvault.app today for an instant quote. About the Host Dale L. Roberts is a self-publishing advocate, award-winning author, and video content creator. Dale's inherent passion for life fuels his self-publishing advocacy both in print and online. After publishing over 50 titles and becoming an international bestselling author on Amazon, Dale started his YouTube channel, Self-Publishing with Dale. Selected by Feedspot and LA Weekly as one of the best sources in self-publishing of 2022, Dale cemented his position as the indie-author community's go-to authority. You can find Dale on his website or YouTube. About the Guest Sylvia Hubbard is an award-winning author, speaker, and literary advocate who has independently published more than fifty-five high-suspense romance books. As founder of the Motown Writers Network and CEO of HubBooks Literary Services, she has spent more than two decades empowering writers through education, community, and creative innovation. Known as the “Cliffhanger Queen,” Sylvia speaks across the United States and Canada on writing, publishing, and marketing, all while blogging prolifically and uplifting the literary scene in her hometown of Detroit.
Click Here to Get All Podcast Show Notes!What happens behind billion-dollar boardrooms? Sharran just walked out of three, and he's sharing the seven lessons every entrepreneur needs right now. Instead of drowning in theory or corporate jargon, Sharran distills insights from billion-dollar companies, major media platforms, and investment firms into practical strategies you can implement today.From why systems matter more than superstars to the critical role of onboarding and the difference between amateurs and professionals when it comes to automation, this episode is packed with insights that challenge conventional wisdom. If you've ever wondered what the smartest operators in the world are focused on right now, this episode gives you a front-row seat. Tune in to learn how to rethink systems, plan ahead, and create breakthroughs in your business.“Amateurs automate for efficiency. Professionals automate for accuracy.”- Sharran SrivatsaaTimestamps:01:25 - Why boards are often broken and how Sharran reframed their value05:17 - Lesson 1: Systems carry the real weight, not just talent06:40 - Lesson 2: Always design with scale in mind07:57 - Lesson 3: Iteration beats waiting for perfection09:02 - Lesson 4: Use pre-mortems to plan for failure in advance10:28 - Lesson 5: Language shapes culture–ditch acronyms and clarify terms11:43 - Lesson 6: Automate for accuracy, not just for efficiency15:10 - Lesson 7: Make “Day One” better through meaningful onboardingResources:- The Next Billion by Sharran Srivatsaa - https://sharransrivatsaa.substack.com/- Acquisition.com - https://www.acquisition.com/- Join the Future Proof Community - https://futureproofsecrets.com/- The Real Brokerage - https://www.joinreal.com/- Top Agent Power Pack - https://sharran.activehosted.com/f/121- The 5am Club - https://sharran.com/5amclub/- Join the 10K Wisdom Private Partner Podcast, now available to you for free - https://www.highlandprime.com/optin-10k-wisdom- Join Sharran's VIP Community - https://sharran.com/vip/- ARC Multifamily Real Estate...
Aaron Young is a renowned entrepreneur with more than 40 years experience and several dozen multi-million dollar companies under his belt. Aaron has made it his life's work to arm business owners with success formulas that immediately provide exponential growth and protection. Fully embodying his concept of the Unshackled Owner, he inspires others to do the same by empowering them to build strong companies while proactively protecting their dreams. Highlight Bullets> Here's a glimpse of what you would learn…. Building and scaling businesses, particularly in the e-commerce sector.The importance of defining personal success and setting clear goals.Recognizing and leveraging personal strengths while delegating weaknesses.Hiring practices focused on cultural fit and complementary skills.Creating effective organizational structures and forward-looking charts.Implementing accountability measures through key performance indicators (KPIs) and scoreboards.Cultivating an intentional corporate culture that encourages innovation.Learning from real-world experiences and continuous education.The significance of creating systems for business independence and scalability.Strategies for maintaining personal fulfillment and legacy in entrepreneurship.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley welcomes Aaron Young, a seasoned entrepreneur and author of "The Unshackled." Aaron shares invaluable insights on scaling e-commerce businesses from seven to eight figures. Key topics include the importance of building autonomous business systems, defining personal success, and leveraging team strengths. Aaron emphasizes hiring for cultural fit, creating forward-looking organizational charts, and implementing KPIs for accountability. He also discusses the significance of a strong corporate culture and legacy building. This episode offers practical strategies for business owners aiming to achieve sustainable growth and long-term success.Here are the 3 action items that Josh identified from this episode:1. Systematize and Automate for Scalability – Develop detailed operating procedures and leverage automation to reduce manual effort. This ensures the business can run efficiently without requiring constant oversight, freeing up time for strategic growth. 2. Build a Team That Complements Your Skills – Identify your strengths and weaknesses, then hire team members who fill the gaps. Prioritize cultural fit and empower your team to make decisions, fostering a self-sustaining and innovative work environment. 3. Set Clear, Incremental Goals with a Defined 'Why' – Clearly define what success means to you and break down large objectives into manageable milestones. Understanding your motivation behind these goals helps maintain long-term focus and drive.Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough YouTubeeComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comThe E-Myth by Michael E. GerberChatGPTMagnify Your WealthThe Unshackled Owner"Who Not How" on AmazonThe Science of Getting Rich on AmazonLinkedInIndeedSpecial Mention(s):Adam “Heist” Runquist on LinkedInKevin King on LinkedInMichael E. Gerber on LinkedInRelated Episode(s):“Cracking the Amazon Code: Learn From Adam Heist's Brand Scaling Secrets” on the eComm Breakthrough Podcast“Kevin King's Wicked-Smart Tips for Building an Audience of Raving Fans” on the eComm Breakthrough Podcast“Unlocking Entrepreneurial Greatness | Insider Secrets With E-myth Author Michael Gerber” on the eComm Breakthrough PodcastEpisode SponsorSponsor for this episode...This episode is brought to you by eComm Breakthrough Consulting where I help seven-figure e-commerce owners grow to eight figures. I started my business in 2015 and grew it to an eight-figure brand in seven years.I made mistakes along the way that made the path to eight figures longer. At times I doubted whether our business could even survive and become a real brand. I wish I would have had a guide to help me grow faster and avoid the stumbling blocks.If you've hit a plateau and want to know the next steps to take your business to the next level, then email me at josh@ecommbreakthrough.com and in your subject line say “strategy audit” for the chance to win a $10,000 comprehensive business strategy audit at no cost!Transcript AreaJosh Hadley 00:00:00 Welcome to the Ecomm Breakthrough podcast. I'm your host, Josh Hadley, where I interview the top business leaders in e-commerce. Past guests include Kevin King, Aaron Cordovez and Michael E Gerber, author of the E-myth. Today I'm speaking with Aaron Young, the author of the book The Unshackled. This episode is brought to you by Ecomm Breakthrough, where I specialize in investing in and scaling seven figure ecommerce brands to eight figures and beyond. If you're an ambitious e-commerce entrepreneur looking for a partner or a coach who can help you take your business to the next level, I bring hands on experience, strategic insights, and the resources needed to fuel your growth. So if you or someone you know is ready to scale or looking for an investment partner or coach, reach out to me directly a...
In this high-energy session from Day 2 of the conference, Mike unpacks the exact framework for reclaiming your time, focusing on your zone of genius, and leveraging the perfect blend of AI + human support to scale your business. Learn how to stop doing $25/hour tasks, master the art of smart delegation, and create a predictable pipeline of opportunities without burning out.Chapters:(00:00:00) Introduction: The "Zone of Genius" Concept(00:01:13) Workshop Overview: Smart Delegation with AI and Humans(00:02:10) A Personal Update: The Speaker's Son(00:03:52) The Core Problem: Wasted Time and Distraction(00:04:55) A Personal Story: Overcoming Phone Addiction(00:06:36) Case Study: A Skeptical Business Owner's Story(00:07:20) AI Isn't the Enemy: It's Your Advantage(00:08:15) Defining the "Zone of Genius"(00:11:03) Workshop Activity: What Do You Love vs. Hate?(00:12:58) The Key Philosophy: Eliminate, Delegate, Automate(00:14:11) The Hidden Cost of Doing Low-Value Tasks(00:16:29) Interactive Exercise: Calculating Your Time's Worth(00:19:00) Introducing the Delegation Planning Session Framework(00:21:21) Accessing the Time Audit Workbook(00:22:05) Part 1: Identifying High-Value Activities (Focus)(00:26:40) The Lead Domino Effect: Creating a Chain Reaction(00:28:03) Part 2: Defining Your Desired Outcomes(00:28:52) Origin Story: How the Speaker Connected with His Clients(00:34:04) Example: A Client's Specific Business Outcomes(00:34:57) Part 3: Identifying Tasks to Delegate (Needs)(00:36:43) Behind the Scenes: The "3-2-1" AI + Human Lead Gen Method(00:42:26) Discussion: Is This Method Disingenuous?(00:43:51) A Passionate Defense of Proactive Marketing(00:47:01) Why You Must Pair AI with Humans for Success(00:49:14) Real-World Results: Metrics and Success Stats(00:51:11) Client Case Study: A 3-Month Delegation Plan in Action(00:53:14) Book a 90-Day Delegation Plan SessionWhat You'll LearnHow to identify your Zone of Genius to eliminate tasks that drain your energy and timeThe simple formula to calculate your true hourly value and stop doing $25/hour tasksA step-by-step framework for building a 90-day delegation plan to reclaim 10-20 hours per weekThe secret to pairing AI with human assistants for maximum efficiency and growthHow to use the Focus-Outcomes-Needs framework for strategic growth without feeling overwhelmedA proven marketing system, the 5 I's, to move prospects from being unaware of you to becoming invested clientsLink and Resources:Get your FREE Delegation plan: https://betterthanrich.com/90dayplan/Book mentioned:Giftology by John RuhlinConnect with The Better Than Rich:WebsiteFacebookInstagramTikTokYoutubeLinkedIn
In this episode of This New Way, Aydin sits down with Ali Pourshahid, Chief Engineering Officer at Solace, to explore how he's woven AI into his daily routines as a technology executive. Ali shares real demos of how he uses Solace's Agent Mesh and other AI tools to:Generate security-focused slide decks from Confluence in minutesSchedule a 12-person leadership offsite without lifting a fingerTransform messy Word reports into polished heat maps for government updatesAutomate customer support workflows across Jira, CRM, and internal systemsAli also breaks down how Solace is productizing their internal AI system, why agent-to-agent communication (A2A) is critical, and how to build a culture of experimentation with “AI champions” inside your company.This is a masterclass in how executives can stop just “keeping up” with AI—and instead lead the charge.Timestamps0:58 – What is Solace and Ali's role as Head of Engineering2:09 – Ali's daily “AI deep hour” and why he treats it like a workout3:19 – Prepping for a customer security call with AI + Confluence5:14 – Auto-generated sequence diagrams and value slides in minutes9:48 – Using Microsoft Copilot to instantly format professional slides13:35 – AI as an executive assistant: scheduling a 12-person workshop17:01 – Turning unstructured Word reports into project heat maps20:07 – Building an AI champions group and lightning talks at Solace25:05 – Solace Agent Mesh: event-driven architecture for agents29:01 – Live demo: Automating Jira support tickets with agent workflows33:33 – Scaling digital employees with orchestrator agents37:08 – Why evals are critical for testing and deploying AI agents39:05 – Ali's habit: always ask “How can I do this better with AI?”40:08 – What excites Ali most about AI in the next yearTools & Technologies Mentioned:Solace Agent Mesh – Multi-agent orchestration platform built by SolaceConfluence – Wiki where AI pulls technical details for slide prepClaude & ChatGPT – LLMs used for connecting to internal toolsMCP (Model Context Protocol) – Framework for securely connecting AI to enterprise dataMicrosoft Copilot – AI inside PowerPoint, Excel, and other Office toolsMermaid – Visualization tool for generating diagrams and heat mapsA2A Protocol (Agent-to-Agent) – Open standard for agent communication donated by GoogleSubscribe at thisnewway.com to get the step-by-step playbooks, tools, and workflows.
AI is replacing employees faster than anyone expected in 2025. But here's the truth: businesses that learn how to use AI the right way aren't collapsing—they're growing faster, cutting payroll costs, and beating their competition. In this episode of SoTellUs Time, Trevor Howard breaks down exactly how AI is transforming small businesses and how you can use it to grow instead of collapse.
This episode covers the insanely valuable company-building principles of Elon Musk—and nothing else. I spent well over 60 hours reading (and rereading) the biography of Elon Musk written by Walter Isaacson. I then spent several days editing down 40 pages of notes from the book. I deleted everything that was not about How Elon Works. This episode focuses exclusively on the ideas Elon used to build his companies and his truly singular career. There is no one else like him — living or dead. Episode sponsors: Ramp gives you everything you need to control spend, watch your costs, and optimize your financial operations —all on a single platform. Make history's greatest entrepreneurs proud by going to Ramp and learning how they can help your business control your costs and save time and money. https://ramp.com Automate compliance, security, and trust with Vanta. Vanta helps you win trust, close deals, and stay secure—faster and with less effort. Find out how increased security leads to more customers by going to Vanta. Tell them David from Founders sent you and you'll get $1000 off. https://www.vanta.com/founders Collateral transforms your complex ideas into compelling narratives. Collateral crafts institutional grade marketing collateral for private equity, private credit, real estate, venture capital, family offices, hedge funds, oil & gas companies, and all kinds of corporations. Storytelling is one of the highest forms of leverage and you should invest heavily in it. You can do that by going to https://collateral.com
In this episode, you'll hear an AI-generated conversation based on my blog post all about tactics for managing your executive's email inbox.I hope you enjoy listening to some fascinating AI technology in action, and of course, it's nice to get a break from my voice every once in a while. :-)Show notes -> leaderassistant.com/338--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Automate scheduling with YouCanBookMe by Capacity. Sign up for a FREE trial -> leaderassistant.com/calendar.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com The Leader Assistant Academy -> leaderassistantbook.com/academy Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community
Ready to stay ahead in the ever-evolving roofing industry? Today, host Dave Sullivan speaks with Jon Gardner from Owens Corning for an eye-opening conversation you won't want to miss! Discover how the pandemic turbocharged technology adoption and transformed what homeowners expect from contractors. Jon shares how Owens Corning is leading the way with investments in contractor education, cutting-edge technology, and business audits through Owens Corning University. Tune in as they break down the top growth drivers for contractors: warranties, insights, resources, technology, and training, and reveal why operational excellence, financial know-how, and lightning-fast lead response are the keys to thriving in today's competitive market. Don't miss these actionable insights to future-proof your roofing business!What you'll hear in this episode:Significant changes in the roofing industry over the past five years, particularly due to the COVID-19 pandemicShifts in homeowner expectations for faster, more transparent service and seamless communicationIncreasing role of private equity in the roofing industry and its impact on efficiency and technology adoptionOwens Corning's investments in resources and tools to support contractors, including educational programsImportance of fundamentals in roofing application and operational excellence for contractorsCritical role of speed in lead response and its effect on closing salesThe roofing industry's reputation, including its high ranking in customer complaints despite positive reviewsThe comprehensive training and audit programs offered by Owens Corning to help contractors improve their businessesKey factors for contractors to prioritize for growth including warranties, insights, resources, technology, and ongoing trainingThe necessity of mentorship and continuous education for contractors to adapt and thrive in a competitive marketResources:Owenscorning.com (Go to the Pro section to become a contractor rewards member!)Check out this episode on our YouTube channel at @DaveSullivanRooferShow or use this link - https://youtu.be/N7F2wJVbfwkBe sure to subscribe, like, and comment!Set up a FREE strategy call with Dave and get a few tips on how you can improve your business: https://davesullivan.as.me/free-strategy-callInterested in learning more about our 1-on-1 coaching, mastermind groups, or fractional CFO services? Email me or send me a text at (510) 612-1450.No Plan? No problem. Download our FREE 1-Page Business Plan For Roofing Contractors: https://theroofershow.com/planThe Roofer Show's Vetted SponsorsCheck out this episode on our YouTube channel at @DaveSullivanRooferShow. Have RUBY answer your phones and tee up the sale by leaving a great first impression. Use this link to get up to $150 off your first month's service: theroofercoach.com/ruby. Automate your follow-up process and close more sales with ProLine. Get started for FREE at https://useproline.com/. Use promo code “DAVE50” to get 50% off your first month's service.
On this episode of the Self-Publishing News Podcast, Dan Holloway reports on urgent updates in the Anthropic class action case, with a fast-approaching deadline for authors to register their works. He explains the eligibility rules, why U.S. Copyright Office registration matters, and how writers can take part. Dan also introduces a new competency tool from the Chartered Institute of Editing and Proofreading to help publishing professionals assess and build their skills. Sponsors Self-Publishing News is proudly sponsored by Bookvault. Sell high-quality, print-on-demand books directly to readers worldwide and earn maximum royalties selling directly. Automate fulfillment and create stunning special editions with BookvaultBespoke. Visit Bookvault.app today for an instant quote. Self-Publishing News is also sponsored by book cover design company Miblart. They offer unlimited revisions, take no deposit to start work and you pay only when you love the final result. Get a book cover that will become your number-one marketing tool. Find more author advice, tips, and tools at our Self-publishing Author Advice Center, with a huge archive of nearly 2,000 blog posts and a handy search box to find key info on the topic you need. And, if you haven't already, we invite you to join our organization and become a self-publishing ally. About the Host Dan Holloway is a novelist, poet, and spoken word artist. He is the MC of the performance arts show The New Libertines, He competed at the National Poetry Slam final at the Royal Albert Hall. His latest collection, The Transparency of Sutures, is available on Kindle.
Stop chasing “one big marketing trick.” If SEO is the only lever you're pulling, you're leaving money on the table—and patients on page two. In this episode, we break down how premium practices win with a whole-practice approach: brand, systems, and a memorable new-patient experience that starts before the first visit. In this episode, I talk with Jackie Ulasewicz-Cullen about moving beyond “rank-at-all-costs” thinking to a comprehensive, measurable growth system. We break down why there's no silver bullet in dental marketing and how an omnichannel mix—reviews, humanized social, targeted Google Ads with single-focus landing pages, and a conversion-ready website—works together. We zoom in on the new-patient experience: rapid responses, pre-visit doctor touchpoints, clear expectations, and thoughtful follow-ups that turn inquiries into trust and treatment. We also spotlight the most neglected profit center in dentistry—retention—and the metrics that reveal whether you're quietly shrinking or sustainably growing. Here's what we talked about in this episode: No silver bullet: SEO is a channel, not a strategy; build a portfolio of levers. Compete smart: In dense markets, SEO is long-term—pair it with Google Ads → single-focus landing pages to capture demand now. Speed-to-lead wins: Reply to forms/chats within minutes; slow responses kill conversion. Doctor touch = trust: A brief pre-visit call/text from the dentist lifts show rate and acceptance. Reviews with heart: Automate requests; dentist closes the loop on negatives—solve first, never ask for removal. Human social > generic posts: Short, educational team videos build connection and assist conversion. Retention is revenue: Track lost/inactive vs new, run reactivation, and educate existing patients on services (“Did you know we offer…?”). Measure what matters: Time-to-response, show rate, case acceptance, production per lead, and churn—not just clicks or calls. — Key Takeaways 00:47 Introduction and Event Announcement 02:10 Meet Jackie Cullen: A Marketing Expert 04:00 Understanding Comprehensive Marketing Strategies 05:30 Misconceptions in Dental Marketing 08:00 SEO in Competitive Markets 11:33 Omnichannel Marketing Approach 14:00 Enhancing the New Patient Experience 17:14 The Importance of Human Connection 19:34 Retention, Relationships, and Reputation 22:35 The Value of Patient Retention 25:50 Social Media and Advertising Strategies 29:50 Building Trust with Marketing Agencies 32:17 The Importance of Agency Involvement 34:15 Lightning Round Q&A 37:55 Conclusion and Resources — Connect with Jackie You can connect with Jackie Ulasewicz-Cullen and her agency through: Website: mydentalagency.com — click the “Schedule a Call” button right on the homepage. Free Book Offer: Elite Dentistry — elitedentistrybook.com/ravingpatients (includes free shipping + 3 exclusive bonuses). — Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com. This podcast is sponsored by Dental Intelligence. Learn more here. This podcast is sponsored by CallRail, call tracking & lead conversion software for dentists. Find out more here. Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!
In this episode of FP&A Tomorrow, host Paul Barnhurst explores the transformation of finance into a strategic driver of business performance with seasoned CFO Darrell Cox. They unpack the modern challenges of FP&A, emphasizing how teams can move beyond traditional reporting to become proactive, data-savvy partners across the organization. Darrell shares real-world insights on forecasting, revenue intelligence, sales collaboration, and building a tech-enabled finance function that delivers tangible value.Darrell Cox is the Chief Financial Officer at Una Software, bringing over 25 years of executive leadership across high-growth companies. His background includes CFO roles at Vena Solutions and FreshBooks, as well as leadership positions at Virgin Mobile, Rogers Communications, and ATI Technologies. Known for scaling finance teams and overseeing more than $1 billion in exits and transactions, Darrell focuses on blending financial insight with operational data to elevate finance's role as a strategic partner.Expect to Learn:Why FP&A must evolve into strategic finance to remain relevantHow to continuously improve forecasting through agile, data-rich practicesThe critical role of CRM and daily data in revenue intelligenceHow finance and sales can work together as partners, not opponentsCareer advice for FP&A professionals aiming to become CFOsHere are a few quotes from the episode:“If you're not networking continuously, you're not future-proofing your career.” - Darrell Cox“Come bearing gifts, not with a rubber stamp and a hatchet. That's how you partner with sales.” - Darrell Cox“It's no good having a beautiful bathroom if there's no water going to it. You need the plumbing.” - Darrell CoxDarrell Cox brings sharp insights and practical wisdom to this episode of FP&A Tomorrow, shedding light on how finance can step up as a true business partner. Whether you're building forecasts, aligning with sales, or plotting a path to CFO, Darrell's experience and advice offer a roadmap to smarter, more strategic finance.Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A's strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0DqppFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Darrell:LinkedIn - https://www.linkedin.com/in/darrell-cox-547a461/?originalSubdomain=caWebsite - https://unasoftware.com/Follow Paul: Website - https://www.thefpandaguy.com/LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits
Join Doug Bennett as he sits down with Karen King, creator of Gold Star Pro and founder of The Escapepreneur™ for a conversation about her journey to location independence, world schooling her children, and running her businesses remotely. Karen shares her transition from living a traditional Australian life to traveling for a decade, visiting 57 countries. This episode explores the hidden benefits of traveling full time, including saving $250,000 on accommodation. She shares how setting clear goals, using vision boards and not being afraid to live life beyond societal expectations have helped on her journey. KEY TAKEAWAYS Like most people, Karen and her family did everything society told them they needed to do to be happy. But they were working too hard and had very little extra money or time for their kids. Pet or house sitting is a great way to travel without paying for accommodation. Karen explains how to get started and get the most from this approach. Karen started her business while travelling but advises people to start one before they begin their travels. Automate as much of your business as possible. Karen explains how to automate your lead magnet, email list growth, bookings, making sales and more. Gold Star Pro supports small businesses and helps them use tech to automate processes. Her new initiative The Escapepreneur™ guides people to create online income and live extraordinary lives. Get really clear on what is important to you and what you want out of life. Don't let societal norms restrict your thinking when you sit down to do this. BEST MOMENTS "Life´s too short for ordinary, when extraordinary is an option." "It was cheaper for us to travel full time than to live our very ordinary life in Australia." "We spend three months over winter skiing in Bulgaria, and then we head off and travel." "Automated reminders in in the back end, 24 hours before, an hour before, dramatically increases your conversion rates." "You don't have to go and get a university degree and, you know, do crazy things to be able to fund this lifestyle." ABOUT THE GUEST Karen King https://www.usegoldstar.com Facebook Group: https://www.facebook.com/groups/worldschoolingcentral LinkedIn : https://www.linkedin.com/in/karen-e-king https://www.amazon.co.uk/4-Hour-Work-Week-Escape-Anywhere-ebook/dp/B006X0M2TS https://www.trustedhousesitters.com VALUABLE RESOURCES Website: http://dougbennett.co.uk Email: doug@dougbennett.co.uk LinkedIn: https://www.linkedin.com/in/financialdoug Twitter: https://twitter.com/FinancialDoug Facebook Wealth Tribe: https://join.dougbennett.co.uk Download Your "Ten-Step Guide To Financial Freedom" Here: https://bit.ly/Struggle-Success BOOKS: Goals Do Come True is now live and available to buy on Amazon: https://amzn.to/3phcy6Z Think Simple, Win Big is now live and available to buy on Amazon: https://www.amazon.co.uk/Think-Simple-Win-Big-Business Enjoy, and come back for the latest podcast each Wednesday. Thank you for listening. This Podcast has been brought to you by Disruptive Media https://disruptivemedia.co.uk
ALLi nonfiction adviser Anna Featherstone chats with Danica Favorite, community manager at PublishDrive, about the challenges indie authors face in global distribution. They discuss how writers can navigate multiple platforms, balance print, audio, and ebooks, and manage metadata. They also talk about new accessibility laws and when outside tools or services make sense—and when they may not. Find more author advice, tips, and tools at our Self-Publishing Author Advice Center, with a huge archive of nearly 2,000 blog posts and a handy search box to find key info on the topic you need. And, if you haven't already, we invite you to join our organization and become a self-publishing ally. Sponsors This podcast is proudly sponsored by Bookvault. Sell high-quality, print-on-demand books directly to readers worldwide and earn maximum royalties selling directly. Automate fulfillment and create stunning special editions with BookvaultBespoke. Visit Bookvault.app today for an instant quote. This podcast is also sponsored by Gatekeeper Press, the all-inclusive Gold Standard in Publishing, offering authors 100% rights, royalties, satisfaction and worldwide distribution. Gatekeeper Press, Where Authors are Family. About the Host Anna Featherstone is ALLi's nonfiction adviser and an author advocate and mentor. A judge of The Australian Business Book Awards and Australian Society of Travel Writers awards, she's also the founder of Bold Authors and presents author marketing and self-publishing workshops for organizations, including Byron Writers Festival. Anna has authored books including how-to and memoirs and her book Look-It's Your Book! about writing, publishing, marketing, and leveraging nonfiction is on the Australian Society of Authors recommended reading list. When she's not being bookish, Anna's into bees, beings, and the big issues of our time. About the Guest Danica Favorite is the community manager at PublishDrive, a global self-publishing platform supporting authors at every stage—from formatting and metadata optimization to wide distribution and sales analytics. A multi-published author herself, Danica brings a unique blend of hands-on publishing experience, marketing savvy, and a deep understanding of the author journey. She regularly speaks at conferences about AI, metadata, and business strategy for authors.
Rick is talking tennis tech this week. Discover the most advanced tennis ball machine, and the only autonomous ball collector – powered by AI. With Haitham Eletrabi, CEO of Tennibot. What to expect: Use Tennibot gear individually or as an integrated system. Automate drills and collect balls hands-free – all powered by AI. Tennibot mobile … Continue reading Haitham Eletrabi, CEO of Tennibot →
In this episode of Future Finance, host Glenn Hopper and co-host Paul Barnhurst welcome Nicolas Kopp, a visionary leader in the AI-native ERP space. Nicolas shares how AI is transforming finance operations by offering real-time visibility, automation, and a path to zero-day close. He explains how AI integration redefines financial workflows, from data ingestion and processing to output, offering a more streamlined approach compared to traditional systems.Nicolas Kopp is the founder and CEO of Rillet, the AI-native ERP designed to automate accounting and close books faster. Backed by Sequoia, Rillet empowers accountants by integrating AI seamlessly into financial workflows. Previously, Nicolas served as the US CEO of N26, a fintech bank valued at $9 billion, where he played a key role in leading its expansion into the US market. Prior to N26, he spent five years in investment banking at Morgan Stanley. Nicolas holds a BA from the University of St. Gallen in Switzerland and an MSc in Accounting from the London School of Economics.Expect to Learn:The difference between AI-native ERP systems and legacy systemsHow AI is transforming data ingestion and transaction processing in financeThe role of AI agents in automating finance workflows, from cash transfers to accrualsWhy legacy systems struggle to integrate AI and how ReLit does it differentlyThe typical implementation process for AI-native ERPs and how it compares to traditional ERP rolloutsNicolas Kopp provided an insightful look at the future of finance and the potential of AI-native ERP systems. His work with ReLit showcases how AI can transform finance operations, offering real-time visibility and automating complex workflows. From narrowing the scope of AI agents to building smarter systems, Nicolas' insights are invaluable for finance professionals looking to leverage AI for operational success. Follow Nicolas:LinkedIn - https://www.linkedin.com/in/nicolas-kopp/Website - https://www.rillet.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:10] - What Makes an AI-native ERP?[03:22] - Integrating AI into Legacy Systems[04:51] - Exploring AI Agents in Workflows[07:24] - How Close Are We to Autonomous AI Agents?[11:31] - The Challenge of Quick ERP Implementations[15:45] - Celebrating Success and Sequoia Backing
In this episode of the Automate IT podcast, Jeremy Maldonado discusses the importance of resilience and adaptability in the IT field as we enter 2025. He emphasizes the need for personal and team resilience, effective communication, and the ability to learn from setbacks. The conversation covers practical steps for achieving IT resilience, including risk identification, researching services, testing, and having a disaster recovery plan. Jeremy concludes by encouraging listeners to embrace resilience for a successful year ahead.This episode originally aired January 2, 2025
**Automate 80% of your repetitive writing, thinking, and creative tasks****Try Spiral made by Dan Shipper & Every: https://spiral.computer?utm_source=youtube**Claire Vo built ChatPRD—an on-demand chief product officer powered by AI. It's now used by over 10,000 product managers and is pulling in six figures in revenue. The best part?Claire has a demanding day job as the CPO at LaunchDarkly. So she built all of ChatPRD herself—over the weekend—with AI.I sat down with Claire to talk about how ChatPRD works, how she built it as a side hustle using AI, and all of the ways she's using AI tools to accelerate her work and life. We get into:- How she used AI to build ChatPRD over Thanksgiving break- The part of product management that Claire thinks AI will disrupt- Why the PMs of tomorrow will be “proto-managers” who create prototypes rather than just specs- How junior PMs can use AI to upskill faster- The ways in which ChatPRD is baked into her own workflow- How building ChatPRD is making Claire a better PM- How Claire uses AI as a tech-forward parentThis is a must-watch for anyone interested in turning their side hustle into a thriving business or who works in product.If you found this episode interesting, please like, subscribe, comment, and share! Thanks to Google and LTX Studio for sponsoring this episode! The Gemini 2.5 family of models is now generally available. 2.5 Pro, the most advanced model, is great for reasoning over complex tasks; next up, 2.5 Flash finds the sweet spot between performance and price; and finally, 2.5 Flash Lite is ideal for low-latency, high-volume tasks. Start building in Google AI Studio at https://ai.dev/LTX Studio is helping storytellers go from concept to delivery in one seamless platform. Whether you're storyboarding your next film, prototyping ad concepts, or creating pixel-ready assets, LTX Studio allows you to fully realize your imaginations. Check them out here: https://tinyurl.com/2d5nx3ut Want even more?Sign up for Every to unlock our ultimate guide to prompting ChatGPT here: https://every.ck.page/ultimate-guide-to-prompting-chatgpt. It's usually only for paying subscribers, but you can get it here for free.To hear more from Dan Shipper:- Subscribe to Every: https://every.to/subscribe- Follow him on X: https://twitter.com/danshipperLinks to resources mentioned in the episode:- Claire Vo: https://x.com/clairevo; @chiefproductofficer- ChatPRD: https://www.chatprd.ai/; https://x.com/chatprd; https://www.linkedin.com/company/chatprd/; https://www.youtube.com/@ChatPRD - Some of the AI tools that Claire used to build ChatPRD: http://Clerk.dev; https://tiptap.dev/ - Greeking Out, the Greek mythology podcast that Claire's son enjoys: https://www.nationalgeographic.com/podcasts/greeking-out
On today's episode, Dr. Mark Costes is joined by Dr. Chris Green of The Practice Launchpad and Justin “JJ” Ditkofsky of WeCare to talk about all things dental startups—from the earliest planning stages to scaling for long-term success. The trio dives deep into the real-world challenges dentists face when launching a practice, including costly lease mistakes, undersized offices, decision fatigue, and lack of future scalability. JJ shares wild personal stories (including why he's podcasting from his backyard), real estate insights from Frisco, Texas to Tribeca, and what separates a smart startup from a money pit. Chris outlines his proven three-phase approach to launching and optimizing a startup, while Mark breaks down why thinking like a CEO from day one is critical. Plus, they announce a free live event in NYC on September 18, 2025, for dentists considering startups—complete with networking, lectures, and champagne. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.thepracticelaunchpad.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast
Hey Winner, Are you stuck in learning mode—constantly preparing, but never taking that first step? In this episode, we're busting the myth that more knowledge equals more progress. The truth? Clarity comes from action, not over-preparation. If you've been waiting to feel ready before pursuing that God-given goal, this is your reminder: you don't need more information—you need to move forward in faith. God isn't asking for perfection—He's asking for progress rooted in trust. Rooting for you ~ Gabe New to the podcast? Start here: https://redhotmindset.com/podcast-start/ LISTEN TO HEAR: Why confidence comes through doing, not just studying How obedience often comes before understanding Simple ways to take a faith-filled step today—even if it's imperfect LINKS MENTIONED IN EPISODE:
On today's episode, Dr. Mark Costes is joined by Dr. Chris Green of The Practice Launchpad and Justin “JJ” Ditkofsky of WeCare to talk about all things dental startups—from the earliest planning stages to scaling for long-term success. The trio dives deep into the real-world challenges dentists face when launching a practice, including costly lease mistakes, undersized offices, decision fatigue, and lack of future scalability. JJ shares wild personal stories (including why he's podcasting from his backyard), real estate insights from Frisco, Texas to Tribeca, and what separates a smart startup from a money pit. Chris outlines his proven three-phase approach to launching and optimizing a startup, while Mark breaks down why thinking like a CEO from day one is critical. Plus, they announce a free live event in NYC on September 18, 2025, for dentists considering startups—complete with networking, lectures, and champagne. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.thepracticelaunchpad.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast
Many L&D teams are under pressure to deliver business impact—but are held back by disorganisation, unclear positioning, and a lack of strategic focus. In this episode, Guus van Deelen, author of Organising L&D for Results, shares a practical approach for transforming how L&D functions operate from the inside out. Drawing on his experience and research, Guus explores why traditional L&D structures fall short, how organisational context shapes what “good” looks like, and why it's time for L&D to get closer to the business. He introduces key tools like the L&D Quick Scan and the five L&D ‘chessboards' that help leaders navigate complexity, make conscious trade-offs, and align their teams for real impact. Guus unpacks the value of structured experimentation, the trade-offs of reporting lines, and how L&D can move from a reactive service to a proactive, credible partner in driving performance. For L&D professionals looking to bring clarity, structure, and business relevance to their function, this episode is a timely and actionable guide. Take your L&D to the next level Take advantage of thousands of hours of analysis. Hundreds of conversations with industry innovators and 25+ years of hands-on global L&D leadership. It's all distilled into one framework to help you level up L&D. Access the L&D Maturity Model here - https://360learning.com/maturity-model KEY TAKEAWAYS · Don´t let day to day tasks stop you from spending time ensuring your L&D department is working optimally. · Stop serving the person who shouts loudest. · Automate your admin and processes, if you don´t the business will replace you. · Truly immerse yourself in the business. · L&D Quick Scan is effective and free to download. BEST MOMENTS “Making sure an L&D department is set up for success is very fundamental to everything you want to do .” “An L&D department is never done; it's more about keeping things moving and constantly improving.” “It's not about talking with a manager. It's about going out there, listen, smell, feel. What´s the root cause?” Guus van DeelenGuus van Deelen is a seasoned L&D leader, consultant, speaker, and author of Organising L&D for Results (original Dutch: Leren organiseren). He began his career leading L&D teams at major multinational organisations such as FrieslandCampina, ProRail and SHV, gaining deep insights into the complexities and “messiness” of internal L&D operations. For the past six years, Guus has been operating as an independent consultant, working with over 100 L&D departments across sectors including government, retail, industry, and financial services. He guides organisations through the (re)positioning of their L&D functions—helping teams define governance, structure, and strategy to drive measurable business impact. His first book offers a robust model and actionable methods, including the L&D Quick Scan and the five strategic “chessboards”, that L&D leaders can use to build teams that are credible, aligned, and structured for scale . https://www.linkedin.com/in/guusvandeelen/details/experience Organising L&D for Results book: https://www.amazon.com/Organizing-results-Managing-Learning-Maximum/dp/9462724407 L&D QuickScan and more: https://guusvandeelen.nl/en/downloads RESOURCES The Learning And Development Podcast - https://podcasts.apple.com/gb/podcast/the-learning-development-podcast/id1466927523 L&D Master Class Series: https://360learning.com/blog/l-and-d-masterclass-home This Podcast has been brought to you by Disruptive Media https://disruptivemedia.co.uk
Sometimes running a business can feel a bit like the curse of Sisyphus — pushing a boulder up a hill, only to have it roll back down again. Futile labor…because we dared to find life's loopholes. But the difference between us and Sisyphus is we're not cured. And our problems are totally fixable.Today, I'm going to tell you about my D.A.D. Framework: how to Document, Automate, and Delegate your way out of overwhelm. Then I'll tell you about a resource to help you figure out where to start.What You'll Learn:Why running a business can make you feel like the mythical SisyphusThe three pillars of the D.A.D. framework and how to implement each oneReal automation examples that save hours without expensive toolsHow to delegate effectively (even with basic-level VAs)A 6-question diagnostic to identify where you're struggling mostWondering how the D.A.D. Framework can help you? Take the Business Overwhelm DiagnosticShow NotesLooking for help with business overwhelm? Check out The Control Room.Watch on YouTubeTake the Overwhelm Diagnostic: streamlined.fm/overwhelmEpisode 486 with Charlotte Crowder: streamlined.fm/486Send feedback: streamlinedfeedback.com ★ Support this podcast ★
Welcome to our special coverage from Automate 2025, recorded directly at the Siemens booth. In this episode of Manufacturing Hub, hosts Vlad Romanov and Dave Griffith sit down with Chris Stevens and Annemarie Breu from Siemens to explore the evolving landscape of manufacturing resilience, digital twins, and automation lifecycle management.This conversation dives into how manufacturers can prepare for disruptions, scale pilot projects into real business outcomes, and adopt technologies that make factories more flexible and robust. Chris highlights the importance of people and processes in delivering exceptional customer experiences, while Annemarie emphasizes how scaling technology deployments creates measurable business impact. Together, they outline how Siemens is helping manufacturers move from isolated pilots to large scale adoption, ultimately strengthening resilience and competitiveness in today's uncertain environment.We examine the meaning of manufacturing resilience in practice, including how to withstand supply chain shocks, tariffs, and workforce challenges. The discussion also covers workforce empowerment and the need to make manufacturing attractive again, not only by deploying advanced technologies but also by enabling teams to own solutions from the ground up.A major theme is the role of the digital twin. Chris and Annemarie explain why starting in the virtual world is essential to validate designs, optimize processes, and minimize downtime risks. They address how digital twin adoption is becoming more accessible through as a service delivery models and collaborative environments where end users, system integrators, and technology providers all contribute.We also look at the connection between copilot technologies and both operations and engineering. Natural language copilots are enabling operators to troubleshoot equipment quickly and engineers to interact with simulation environments more intuitively. This shift is accelerating adoption while reducing barriers to advanced tools.Finally, the episode touches on automation lifecycle management, drawing parallels to product lifecycle management. By centralizing and version controlling automation artifacts such as PLC programs, HMI projects, and industrial edge applications, Siemens is paving the way for resilient and adaptable operations.If you are curious about the future of resilient manufacturing, digital twins, and adaptive automation, this episode provides both strategic and practical insights.Timestamps00:00 Introduction live from Automate 2025 at Siemens booth01:00 Guest introductions and roles at Siemens02:00 Defining manufacturing resilience in today's environment04:00 Workforce challenges and empowering teams to drive adoption05:00 Why digital twin is the starting point for resilient operations07:00 Digital twin adoption for small and medium manufacturers09:00 Collaborative engineering environments and the metaverse10:00 Challenges and opportunities at the cutting edge of automation11:00 Copilot technologies for operators and engineers12:30 Connecting digital twins with copilots across engineering and operations13:30 Automation lifecycle management explained14:30 Future deep dive preview on automation lifecycle managementReferences mentioned in this episodeSiemens Digital Industries: https://www.siemens.com/global/en/products/automation.htmlJeff Burnstein and Automate coverage: https://www.automateshow.com/About the hostsVlad Romanov is an engineer, consultant, and co host of the Manufacturing Hub Podcast. With over a decade of experience in manufacturing and industrial automation, Vlad has worked with global companies such as Procter and Gamble and Kraft Heinz, focusing on digital transformation, SCADA and MES deployments, and operational excellence. He also leads Joltek, a consulting firm helping manufacturers modernize operations. Learn more at https://www.joltek.com/Dave Griffith is a consultant and co host of the Manufacturing Hub Podcast. He has extensive experience helping manufacturers and technology companies bridge the gap between strategy and execution, with a focus on scaling digital transformation initiatives. Dave frequently speaks on topics including systems integration, leadership, and the evolving role of technology in industrial operations.About the guestsChris Stevens is responsible for customer experience at Siemens Digital Industries. His focus is on people and processes, ensuring that technology deployments deliver meaningful outcomes, adoption, and long term value for customers.Annemarie Breu leads the Accelerator Deployment Team at Siemens Digital Industries. She specializes in implementing Siemens technologies beyond the pilot stage, scaling adoption, and ensuring that digital solutions create measurable business outcomes.If you enjoy this conversation, make sure to subscribe to Manufacturing Hub for more interviews from Automate 2025 and beyond.
In this episode, you'll hear an AI-generated conversation based on an issue of my Academy Newsletter where I discuss some recent pivots I've made in my business, as well as a sneak peek at upcoming projects. To read the full issue, and other issues of the Academy Newsletter, enroll in The Leader Assistant Academy.I hope you enjoy listening to some AI technology in action, as they summarize these recent updates from me!Show Notes -> leaderassistant.com/337--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Automate scheduling with YouCanBookMe by Capacity. Sign up for a FREE trial -> leaderassistant.com/calendar.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com The Leader Assistant Academy -> leaderassistantbook.com/academy Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community
This episode is brought to you by Extreme Networks, the company radically improving customer experiences with AI-powered automation for networking.Extreme is driving the convergence of AI, networking, and security to transform the way businesses connect and protect their networks, delivering faster performance, stronger security, and a seamless user experience. Visit https://www.extremenetworks.com/ to learn more. JotForm began nearly twenty years ago as a simple online form builder. Today, it has grown into a platform powering millions of users and has recently stepped into a new era of AI. In this episode, Aytekin Tank, founder and CEO of JotForm, shares the story of how the company pivoted from forms to launching AI Agents that are changing the way small and medium-sized businesses handle customer support and automation. Aytekin explains how JotForm's AI journey started as an internal experiment to fill out forms by voice, only to discover that most users wanted it for customer service. That insight sparked the creation of JotForm AI Agents, tools that don't just answer questions, but perform tasks, scale support teams, and transform the customer experience. Beyond the technology, Aytekin outlines a bold vision of the future where every business, no matter the size, will have its own AI-powered agent available around the clock to schedule appointments, answer questions, and even process transactions. This conversation explores how AI is reshaping customer service and why small businesses, nonprofits, and educators stand to benefit the most from this wave of innovation. Stay Updated: Craig Smith on X: https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI (00:00) The Scale of JotForm Today and the AI Vision (01:32) Aytekin's Journey: From Developer to Bootstrap Founder (03:36) The Pivot: From Voice Forms to AI Customer Service (05:25) Building and Launching JotForm AI Agents (06:20) Using AI Internally: Cutting Tickets and Boosting Resolution Rates (08:13) Why AI Agents Go Beyond Chatbots (12:22) Demonstrating JotForm AI in Action (21:40) The Tech Stack Behind JotForm's AI Agents (24:59) Training and Teaching Your Own AI Agent (33:27) Competition, Differentiation, and Market Strategy (36:55) Why Small Businesses Need AI the Most (38:24) The Future: Every Business With Its Own AI Agent (40:19) Pricing, Growth, and Lessons in Scaling AI (42:26) Slow Growth vs Explosive Scale and Lessons Learned (43:55) Aytekin's Vision for AI in Business
My guest this episode is Yvonne Vincent, who began her path to becoming a full-time author with a Facebook blog called Growing Old Disgracefully, writing humorous posts about everyday life. During lockdown, the Scottish author turned those posts into a book, which unexpectedly became a bestseller. That success led to more books, a loyal readership, and eventually the leap to writing full-time. Today, her work has been optioned for film and television, and she's launched her own podcast. Find more author advice, tips, and tools at our Self-publishing Author Advice Center, with a huge archive of 2,000+ blog posts, and a handy search box to find key info on the topic you need. We invite you to join our organization and become a self-publishing ally. Sponsor Inspirational Indie Authors is proudly sponsored by Bookvault. Sell high-quality, print-on-demand books directly to readers worldwide and earn maximum royalties selling directly. Automate fulfillment and create stunning special editions with BookvaultBespoke. Visit Bookvault.app today for an instant quote. About the Host Howard Lovy has been a journalist for 40 years and now amplifies the voices of independent author-publishers and works with authors as a developmental editor. Find Howard at howardlovy.com, LinkedIn, and X. About the Guest Scottish author Yvonne Vincent was encouraged to write by followers of her cheeky Facebook blog, Growing Old Disgracefully. Known for her Big Blue Jobbie books and Losers Club series, as well as her Hear Me Roar podcast, she lives in the northeast of England with one grumpy husband and two deranged Jack Russells. In 2022, just over two years into her writing career, she quit her job to follow her dream. Since then, Game of Trust, the eighth in the Losers Club series, has been longlisted for the 2025 Comedy Women in Print Prize, and the series has been optioned for film and television.
I'm so excited to bring you this interview today. Rick Dutmer, my old business coach, helped me build my roofing company over thirty years into a highly profitable business, enabling me to successfully exit and pursue the things I wanted to do in life.When I first hired Rick, I was really struggling and wearing all the hats in the business. I knew there was a better way, and Rick was the one who helped guide me through it all. It started with building a business plan that set me up with a saleable business.Today you'll hear all about how to build a profitable business that will support you and your family with a great lifestyle, how to build a valuable business that you can sell when you're ready to retire, and so much more.What you'll hear in this episode:How Rick's business background helps contractors improve their own businessesRick's process he used in helping Dave build his business planWhile building your business, always be thinking about the horizon! This is when business goals transition to more of a business/personal goal.You have a strategy for growing your business and for growing your people. What's your strategy for exiting?The main reason that contractors go out of business.“Profit thrills, volume kills”Building a business that has a saleable value depends on your goalsHaving a strong team that will continue the business beyond you or your generationRick's recommendations around selling if/when you decide to exitRoll-ups: the good, the bad, and the uglyResources:Connect with Rick!Email: rdutmer@duadllc.comCheck out this episode on our Youtube channel at @DaveSullivanRooferShow or use this link - https://youtu.be/N7F2wJVbfwkBe sure to subscribe, like, and comment!Set up a FREE strategy call with Dave and get a few tips on how you can improve your business: https://davesullivan.as.me/free-strategy-callInterested in learning more about our 1-on-1 coaching, mastermind groups, or fractional CFO services? Email me or send me a text at (510) 612-1450.No Plan? No problem. Download our FREE 1-Page Business Plan For Roofing Contractors: https://theroofershow.com/planThe Roofer Show's Vetted SponsorsCheck out this episode on our YouTube channel at @DaveSullivanRooferShow. Have RUBY answer your phones and tee up the sale by leaving a great first impression. Use this link to get up to $150 off your first month's service: theroofercoach.com/ruby. Automate your follow-up process and close more sales with ProLine. Get started for FREE at https://useproline.com/. Use promo code “DAVE50” to get 50% off your first month's service.
On this episode of the Self-Publishing News Podcast, Dan Holloway reports on a renewed wave of AI-generated fake books appearing on Amazon under real author names, prompting concerns about trust and transparency. He also covers the final closure of Boundless Books—formerly Unbound—leaving authors unpaid and in limbo, and raising familiar questions about communication breakdowns, sales reporting, and royalty transparency. Sponsors Self-Publishing News is proudly sponsored by Bookvault. Sell high-quality, print-on-demand books directly to readers worldwide and earn maximum royalties selling directly. Automate fulfillment and create stunning special editions with BookvaultBespoke. Visit Bookvault.app today for an instant quote. Self-Publishing News is also sponsored by book cover design company Miblart. They offer unlimited revisions, take no deposit to start work and you pay only when you love the final result. Get a book cover that will become your number-one marketing tool. Find more author advice, tips, and tools at our Self-publishing Author Advice Center, with a huge archive of nearly 2,000 blog posts and a handy search box to find key info on the topic you need. And, if you haven't already, we invite you to join our organization and become a self-publishing ally. About the Host Dan Holloway is a novelist, poet, and spoken word artist. He is the MC of the performance arts show The New Libertines, He competed at the National Poetry Slam final at the Royal Albert Hall. His latest collection, The Transparency of Sutures, is available on Kindle.
Contractor Success Map with Randal DeHart | Contractor Bookkeeping And Accounting Services
This Podcast Is Episode 641, And It's About A Week In The Life Of A Profitable Contractor- Habits That Pay Off If you're a small construction business owner, you know what it feels like to be busy but not consistently profitable. You're running from job sites to supply runs to client meetings, answering calls at night, and still wondering where the money went at the end of the month. Here's the truth we see every day as construction bookkeeping specialists: The most successful contractors aren't just working harder—they've built weekly habits and systems that keep the business running while they build. In this post, we'll show you what a streamlined, systemized week looks like in a small construction business. Whether you're a solo contractor or leading a small crew, these routines can help you stay organized, improve your cash flow, and protect your profit. Why Weekly Habits Matter in Construction When you build consistency into your week, everything improves: You stop forgetting to invoice or follow up You get paid faster Jobs stay on schedule Clients feel informed (and complain less) You catch issues before they become emergencies The goal isn't to overload your week—it's to create a rhythm that keeps your business stable and growing, without requiring you to do everything at the last minute. Monday: Plan the Work, Work the Plan Morning – Weekly Kickoff Start your week with a short job planning session. Whether you're solo or managing a team, ask: What jobs are active this week? What phase is each job in? What materials, subs, or permits are needed? What deadlines are coming up? Use a whiteboard, spreadsheet, or project management tool (like Buildertrend or Trello). Assign daily goals to each job to ensure that nothing falls behind. Afternoon – Estimate & Lead Follow-Up Block off time to follow up on: New leads that came in over the weekend Outstanding estimates Questions from potential clients Even 30–60 minutes of focused follow-up keeps your pipeline warm and prevents "ghosted" leads. Pro tip: Utilize email templates for follow-ups and store lead information in a centralized location, such as a Google Sheet or CRM. Tuesday: Tidy the Books & Track Job Costs Morning – Track Labor & Materials Take 30–60 minutes to: Log hours worked so far (your crew's and yours) Review any receipts from the job site Match expenses to job names This provides a real-time view of how each job is performing against budget, enabling you to address issues before they escalate. Afternoon – Vendor Check-Ins Call or check with your suppliers: Confirm deliveries Handle any backorders Pay invoices on time (if possible to avoid late fees) Building good vendor relationships keeps your jobs on track and your business in good standing. Bookkeeper's tip: If you send us your receipts and labor updates every week, we can update the job cost reports and alert you if anything appears to be incorrect. Wednesday: Build and Communicate All Day – Focus on Production Mid-week is often when contractors are on-site all day. But don't go silent on your clients or back office. End of Day – Client Touchpoints Send a quick project update to each active client: What was completed today or this week? What's scheduled next? Are there any delays or updates they should be aware of? A 2-minute message can prevent hours of frustration or confusion. Systematize it: Use a weekly client update template or a shared project board where clients can check their progress. Thursday: Invoice, Collect, and Prepare for the Weekend Morning – Invoicing & Payments Every Thursday, review: What milestones were completed this week? What invoices should go out today? What payments are overdue? Send invoices promptly—don't wait until the end of the month. Progress billing maintains a healthy cash flow and reduces the risk of late payments. Afternoon – Financial Catch-Up Take another 30 minutes to: Send payment reminders Record payments received Pay subs (if applicable) Review your upcoming expenses Automation tip: Utilize QuickBooks, Joist, or another invoicing tool that automatically sends reminders. Friday: Review & Reflect Morning – Job Wrap-Up or Prep Use Friday mornings to: Finalize the week's job work Clean up job sites Prepare materials or tools for Monday Afternoon – Weekly Financial Review Block 30 minutes to review: Profit & Loss report Cash on hand vs upcoming bills Job profitability (are we still on budget?) Even a basic check-in provides insight into how your business is performing, not just how you perceive it's doing. What to ask your bookkeeper: Are we on budget for our active jobs? Did we hit our revenue and profit targets this week? Any unusual spending patterns? Weekend: Rest & Reset (Or Catch Up, Smartly) Use the weekend to rest—or if you need to catch up, keep it light: Review new lead inquiries Clean up receipts or paperwork Organize tools or truck inventory Try not to overload your Saturdays. You're running a business, not burning yourself out. Set boundaries: Let clients know you're unavailable on Sundays unless it's an emergency. Protect your peace. Recap: Weekly Rhythm for a Profitable Contractor Day Primary Focus Monday: Job planning & lead follow-up Tuesday: Job costs, receipts, vendor check-ins Wednesday: On-site work & client updates Thursday: Invoicing, collections, and financial review Friday: Job wrap-up, P&L check, planning Weekend: Light admin or complete rest This weekly flow doesn't have to be perfect. The point is to build structure into your week so you're not always reacting—you're leading. Why This Works When contractors follow a simple weekly routine: Jobs run smoother Clients are happier You get paid faster You make decisions based on facts, not gut feelings You work fewer nights and weekends You don't need to be a spreadsheet wizard or tech genius. You need systems that fit your workflow and a few key habits to stay consistent. And if you need help setting that up, that's where I come in. Need Help Building a Weekly System That Works? As construction bookkeeping specialists, we help small contractors: Automate financial tasks Track job costs easily Set up smart invoicing and reminders Build habits that protect profit Let's chat and streamline your week, so you can get back to building what you love. About The Author: Norhalma Verzosa is a Certified Construction Marketing Professional and serves as the Web Administrator of Fast Easy Accounting, located in Lynnwood, WA. She holds a Bachelor's Degree in Psychology and is a Certified Internet Web Professional, with certifications in Site Development Associate, Google AdWords Search Advertising, and HubSpot Academy. She manages the entire web presence of Fast Easy Accounting using a variety of SaaS tools, including HubSpot, Teachable, Shopify, and WordPress.
A curated collection of Steve's speeches, interviews, and correspondence, Make Something Wonderful offers a window into how one of the world's most creative entrepreneurs approached his life and work. In these pages, Steve shares his perspective on his childhood, on launching and being pushed out of Apple, on his time with Pixar and NeXT, and on his return to the company that started it all. Read the book for free courtesy of The Steve Jobs Archive. This episode was originally published April 17, 2023. Episode sponsors: Ramp gives you everything you need to control spend, watch your costs, and optimize your financial operations —all on a single platform. Make history's greatest entrepreneurs proud by going to Ramp and learning how they can help your business control your costs and save time and money. https://ramp.com Automate compliance, security, and trust with Vanta. Vanta helps you win trust, close deals, and stay secure—faster and with less effort. Find out how increased security leads to more customers by going to Vanta. Tell them David from Founders sent you and you'll get $1000 off. https://www.vanta.com/founders Founders Notes gives you the ability to tap into the collective knowledge of history's greatest entrepreneurs on demand. Use it to supplement the decisions you make in your work. Get access to Founders Notes here.
New sellers on Amazon run into a frustration that is very common. It's the challenge of being gated from selling many of the great products, ASINs and brands that they otherwise would be excited to sell. Earning Amazon‘s trust is not as hard as some have made it out to be however. On today's episode I give you a couple of very specific strategies and resources that will have you flying through the gating process sooner than you thought possible! Watch this mini episode here on our YouTube channel: https://youtu.be/9KtzeDocPms Show note LINKS: SilentJim.com/ungating - A great open discussion on the topic (membership in our free Facebook group is required) 3PMercury.com/friends - The best pricing anywhere on the full 3PMercury software https://3pmercury.com/extention - Get the free extension as part of the first wave of users! The price will be $30 per month for those who don't snag this quickly! TheProvenConference.com - Our Aug 15-16th virtual event. As a listener you get a massive discount! Pay only $7 instead of $97 with the coupon code "V25FOR7" at checkout. This will be an incredible 2 day event showing you how to SCALE FAST and AUTOMATE as much of your Amazon selling business as possible with the latest "do it all" tool - 3PMercury.com (it's all recorded as well for you). Visit the site for full details! My Silent Team Facebook group - https://www.facebook.com/groups/mysilentteam 100% FREE! Join 82,000 + Facebook members from around the world who are using the internet creatively every day to launch and grow multiple income streams through our exciting PROVEN strategies! There's no support community like this one anywhere else in the world! SilentJim.com/bookacall - Schedule a FREE, customized and insightful consultation with my team or me (Jim) to discuss your e-commerce goals and options. SilentSalesMachine.com - Text the word “free” to 507-800-0090 to get a free copy of Jim's latest book in audio about building multiple income streams online (US only) or visit https://silentjim.com/free11 ProvenAmazonCourse.com - The comprehensive course that contains ALL our Amazon training modules, recorded events and a steady stream of latest cutting edge training including of course the most popular starting point, the REPLENS selling model. The PAC is updated free for life!
Register for FREE Infosec Webcasts, Anti-casts & Summits – https://poweredbybhis.com00:00 - PreShow Banter™ — Wading Through Woods06:06 - DEF CON RECAP - Talkin' Bout [infosec] News 2025-08-1109:16 - Story # 1: It's time to acknowledge HTTP/1.1 is insecure12:36 - Story # 2: Research reveals possible privacy gaps in Apple Intelligence's data handling17:51 - Story # 3: Federal court filing system hit in sweeping hack21:09 - Story # 4: Cisco discloses data breach impacting Cisco.com user accounts32:17 - Story # 5: Google says its AI-based bug hunter found 20 security vulnerabilities34:20 - Story # 6: Automate security reviews with Claude Code39:01 - Story # 7: Flipper Zero ‘DarkWeb' Firmware Bypasses Rolling Code Security on Major Vehicle Brands44:44 - Story # 7b: OnStar assists CHP in stopping fleeing SUV with toddler inside47:12 - Story # 7c: That viral video of a ‘deactivated' Tesla Cybertruck is a fake49:37 - Story # 8: LegalPwn Attack Tricks GenAI Tools Into Misclassifying Malware as Safe Code50:53 - Story # 9: Microsoft Launches Project Ire to Autonomously Classify Malware Using AI Tools53:08 - Story # 10: A Single Poisoned Document Could Leak ‘Secret' Data Via ChatGPT58:10 - Story # 11: Millions of Dell Laptops Vulnerable to Device Takeover and Persistent Malware Attacks
Mike Wayne, responsible for global sales at BlinkOps, joins ITSPmagazine host Sean Martin to discuss how organizations can harness agentic AI to transform security operations—and much more.The conversation begins with a clear reality: business processes are complex, and when security is added into the mix, orchestrating workflows efficiently becomes even more challenging. BlinkOps addresses this by providing a platform that not only automates security tasks but also extends across HR, finance, sales, and marketing. By enabling automation in areas like employee onboarding/offboarding or access management, the platform helps organizations improve efficiency, reduce risk, and free human talent for higher-value work.Mike explains that while traditional SOAR tools require heavy scripting and ongoing maintenance, BlinkOps takes a different approach. Its security co-pilot allows users to describe automations in plain language, which are then generated—90% complete—by the system. Whether the user is a SOC analyst or an HR manager, the platform supports low-code and no-code capabilities, making automation accessible to “citizen developers” across the organization.The concept of micro agents is central. Instead of relying on large, complex AI models that can hallucinate or act unpredictably, BlinkOps uses focused, purpose-built agents with smaller context windows. These agents handle specific tasks—such as enriching security alerts—within larger workflows, ensuring accuracy and control.The benefits are tangible. One customer's triage agent processed 400 alerts in just eight days without direct human intervention, while another saved $1.8 million in manual endpoint deployment costs over a single month. Outcomes like reduced mean time to respond (MTTR) and faster time to automation are key drivers for adoption, especially when facing zero-day vulnerabilities where speed is critical.BlinkOps runs as SaaS, hybrid, or in secure environments like GovCloud, making it adaptable for organizations of all sizes and compliance requirements.The takeaway is clear: AI-driven automation doesn't just improve security operations—it creates new efficiencies across the enterprise. As Mike puts it, when a process can be automated, “just blink it.”Learn more about BlinkOps: https://itspm.ag/blinkops-942780Note: This story contains promotional content. Learn more.Guest: Mike Wayne, Vice President, Global Sales at BlinkOps | On Linkedin: https://www.linkedin.com/in/mikejwayne/ResourcesLearn more and catch more stories from BlinkOps: https://www.itspmagazine.com/directory/blinkopsLearn more about ITSPmagazine Brand Story Podcasts: https://www.itspmagazine.com/purchase-programsNewsletter Archive: https://www.linkedin.com/newsletters/tune-into-the-latest-podcasts-7109347022809309184/Business Newsletter Signup: https://www.itspmagazine.com/itspmagazine-business-updates-sign-upAre you interested in telling your story?https://www.itspmagazine.com/telling-your-storyKeywords: sean martin, mike wayne, blink ops, ai automation, agentic ai, micro agents, security automation, soc automation, workflow automation, zero day response, alert triage, enrichment agent, low code automation, cyber security ai, enterprise automation, black hat usa, black hat 2025
In this episode of FP&A Tomorrow, host Paul Barnhurst and co-host Glenn Snyder explore what really makes a budgeting process succeed, or fall apart. Drawing from decades of experience in finance and corporate strategy, Paul and Glenn share lessons learned from real budgeting cycles, including where things went wrong and how they were fixed. They cover everything from headcount planning mistakes and unrealistic timelines to aligning business partners and creating buy-in at the executive level. Whether you're in the middle of budget season or preparing for one, this conversation is packed with practical advice you can take straight to your team.Glenn Snyder is a strategic finance leader with deep experience across public, private equity, private equity-owned, and family-owned companies. He currently serves as Head of FP&A at Riveron and brings expertise in financial analysis, corporate strategy, modeling, and budgeting. Glenn has worked across several industries including SaaS (healthcare and telecom), eCommerce, data centers, and FinTech. He is also a Fractional CFO, mentor, and educator, with a long-standing connection to UCLA where he supports students and emerging finance professionalsExpect to Learn:Why automation should be baked into FP&A from day oneWhat accountability-based forecasting looks like in practiceHow to shift FP&A from a cost center to an operational partnerPractical methods for protecting your most valuable asset: timeWhy “humble curiosity” is essential to understanding the businessHere are a few quotes from the episode:"Fully burdened compensation isn't just salary plus bonus, there's a lot more under the hood." - Glenn Snyder"Budgeting is a chance to learn the business, not just fill in a template." - Glenn Snyder"Finance exists to help the business make better, faster decisions." - Paul BarnhurstGlenn Snyder emphasized that budgeting is most effective when it's collaborative, strategic, and grounded in real business understanding. He reminded us that finance's role is to support decision-making, not just manage numbers. With clear communication and thoughtful planning, budgeting can become a tool for alignment and impact.Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A's strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0DqppFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Website - onemomentintimenovel.comFollow Paul: Website - https://www.thefpandaguy.com/LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few...
ALLi Campaigns Manager Matty Dalrymple talks with Michael Pietrobon, founder of Canadian book design and self-publishing company Foglio, about budget-friendly ways to add audio to eBooks without producing full audiobooks. They discuss using sound effects and leitmotifs to enhance stories, technical standards for eBook production, sourcing free audio, AI clean-up, and creating interactive enhanced eBooks. Michael also offers advice on ensuring device compatibility and distribution, while noting that print books should remain a priority for authors. Sponsors This podcast is proudly sponsored by Bookvault. Sell high-quality, print-on-demand books directly to readers worldwide and earn maximum royalties selling directly. Automate fulfillment and create stunning special editions with BookvaultBespoke. Visit Bookvault.app today for an instant quote. This podcast is also sponsored by Gatekeeper Press, the all-inclusive Gold Standard in Publishing, offering authors 100% rights, royalties, satisfaction and worldwide distribution. Gatekeeper Press, Where Authors are Family. About the Host Matty Dalrymple podcasts, writes, speaks, and consults on the writing craft and the publishing voyage as The Indy Author. She has written books on the business of short fiction and podcasting for authors, and her articles have appeared in Writer's Digest magazine. She serves as the campaigns manager for the Alliance of Independent Authors. Matty is also the author of the Lizzy Ballard Thrillers, beginning with Rock Paper Scissors; the Ann Kinnear Suspense Novels, beginning with The Sense of Death; and the Ann Kinnear Suspense Shorts, including Close These Eyes. She is a member of International Thriller Writers and Sisters in Crime. About the Guest Michael Pietrobon is the founder of Foglio, a Canadian company specializing in high-quality book design and self-publishing services. With more than a decade of experience in typesetting, cover design, and eBook formatting, Michael helps authors bring their books to life—professionally and on their own terms. He works with writers across genres to create print-ready and digital books that meet both creative and industry standards. He is especially passionate about innovations in publishing, including interactive eBooks and audiobook design, and believes independent authors deserve the same design quality and distribution reach as traditional publishers. Michael can be found at foglioprint.com, LinkedIn, Instagram, and Facebook.
In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Nicolas Kopp, the founder and CEO of Rillet, to discuss how AI is transforming finance operations. The episode dives deep into the practical applications of AI-native ERPs, with Nicolas explaining how his platform redefines general ledger management. The discussion explores the future of finance workflows, from the zero-day close to AI-driven automation in accounting tasks. It's a compelling conversation about integrating advanced technology into finance without needing deep technical expertise.Nicolas Kopp is the founder and CEO of Rillet, the AI-native ERP designed to automate accounting and close books faster. Backed by Sequoia, Rillet empowers accountants by integrating AI seamlessly into financial workflows. Previously, Nicolas served as the US CEO of N26, a fintech bank valued at $9 billion, where he played a key role in leading its expansion into the US market. Prior to N26, he spent five years in investment banking at Morgan Stanley. Nicolas holds a BA from the University of St. Gallen in Switzerland and an MSc in Accounting from the London School of Economics.In this episode, you will discover:How AI-native ERP systems like Rillet are revolutionizing general ledger operations.The process of automating complex accounting workflows with AI agents.Why finance leaders need to embrace AI and the practical steps to do so.The challenges and benefits of shifting from legacy systems to AI-driven platforms.How CFOs can leverage AI today, even without a dedicated tech team.Nicolas shared his journey from investment banking to leading Rillet, offering an inspiring look at how AI-native ERPs are transforming finance operations. His insights on automating workflows, achieving zero-day closes, and embracing AI-driven innovation provide essential guidance for finance leaders looking to stay ahead in the evolving landscape. This episode is a must-listen for professionals eager to drive change, innovate, and lead with purpose in the AI-powered future of finance.Follow Nicolas:LinkedIn - https://www.linkedin.com/in/nicolas-kopp/Website - https://www.rillet.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[02:57] - What is an AI Native ERP?[06:41] - AI Agents and Workflow[09:15] - The Future of AI Agents with Autonomy[11:47] - The Story Behind the General Ledger[16:15] - The ERP Implementation Process[23:43] - CFO...
Are you unintentionally sabotaging your sales by relying too heavily on AI? In this episode of The Sales Maven Show, Nikki Rausch dives into the hot topic of using AI in sales—and where it helps versus where it hurts. If you've ever sent a message written by AI that got zero response, only to realize later it didn't sound like you, you're not alone. Nikki shares why authenticity is more crucial than ever in sales and how overreliance on AI can erode trust, disconnect you from potential clients, and stall your business growth. AI can be a powerful assistant when it comes to idea generation, subject line suggestions, and call summaries—but it shouldn't be your closer. Nikki explains that in service-based industries, people aren't buying from AI—they're buying from you. And when your messaging lacks your personality and nuance, especially in moments that require empathy, boundary-setting, or objection handling, sales opportunities can slip through your fingers. Through relatable client stories and insights from her own career, Nikki highlights the moments where human connection is non-negotiable—like crafting outreach messages, addressing pricing concerns, and expressing genuine appreciation. She shares how to reframe AI-generated copy to sound more natural and shows how even subtle tweaks can dramatically improve your engagement and results. So if you're using AI to speed up your sales process, this episode is a must-listen. Learn how to let AI support you—without replacing the most important part of your business: you. Because in today's market, your human touch is your biggest differentiator. Tune in and discover how to use AI as a powerful tool—without losing your authentic voice. Nikki invites you to join the Sales Maven Society. Take advantage of this opportunity to work together with you and Nikki. Bring your questions, concerns, and sales situations; she provides answers and guidance. Join the Sales Maven Society here, click Join Today, and then checkout and use coupon code 47trial to get your first month for $47.00! For more actionable sales tips, download the FREE Closing The Sale Ebook. Find Nikki: Nikki Rausch nikki@yoursalesmaven.com Facebook | Twitter | LinkedIn | Instagram Sales Maven Society https://calendly.com/salesmaven/work-with-nikki-discussion
Tired of wearing every hat in your gym? AI can handle repetitive tasks so you can focus on the work only you can do. Today on “Run a Profitable Gym,” Chris Cooper explains how gym owners can use artificial intelligence to automate their businesses without losing the human touch that gyms need. He walks through the three-step process of systemize, optimize, automate—explaining that many gym owners fail to use AI successfully because they're trying to automate broken or undefined processes.Once solid systems have been optimized, gym owners can use AI for basic customer service, habits coaching, inventory management and similar tasks, which frees up their time for high-value work.Coop also shares specific tools Two-Brain gyms are already using, from Garmin Clipboard for tracking athlete data to ManyChat for nurturing leads.Check out the full episode to learn which tasks to automate first in your gym so you can start buying back your time. LinksGym Owners UnitedBook a Call 3:02 - AI for ops and systems8:05 - AI for inventory management15:21 - AI for habit-based coaching18:37 - AI for marketing & brand25:38 - Massive opportunity for gym owners29:39 - Culture, community & identity
Annie Croner is the founder and CEO of Whole Assistant, an online platform & community, formed to provide a positive place where assistants can go to transform their lives and level up their careers.In this spotlight episode of Annie's show, The Whole Assistant Podcast, she talks about how to deal with a terrible executive.Show Notes -> leaderassistant.com/336--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Automate scheduling with YouCanBookMe by Capacity. Sign up for a FREE trial -> leaderassistant.com/calendar.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com The Leader Assistant Academy -> leaderassistantbook.com/academy Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community
The weekend episodes of our podcast contain important announcements as well as a great introduction to the community for anyone who is new to our community. Important and timely announcement LINKS: TheProvenConference.com - Our Aug 15-16th virtual event. As a listener, you get a massive discount! Pay only $7 instead of $97 with the coupon code "V25FOR7" at checkout. This will be an incredible 2-day event showing you how to SCALE FAST and AUTOMATE as much of your Amazon selling business as possible with the latest "do it all" tool - 3PMercury.com (it's all recorded as well for you). Visit the site for full details! Our 82,000 member drawing happens soon - get details here and "click to enter" https://www.facebook.com/groups/mysilentteam/permalink/24147757494913700 You will need to be a member of our FREE Facebook group. My Silent Team Facebook group - https://www.facebook.com/groups/mysilentteam 100% FREE! Join 82,000+ Facebook members from around the world who use the internet creatively every day to launch and grow multiple income streams through our exciting, proven strategies! There's no support community like this one anywhere else in the world! 3PMercury.com/friends - the lowest price to get full access to all features and 3PMercury.com extension is FREE for the first few 100 users! Details here: https://3pmercury.com/extension SilentJim.com/ess - Evergreen Sourcing on sale now! If you don't find 2,500 product leads, we will give you 2,500 product leads! Others paid $1,500 to get this info taught live, but you get it for a fraction of that price! SilentJim.com/bookacall - Schedule a FREE, customized and insightful consultation with my team or me (Jim) to discuss your e-commerce goals and options.
"I can't imagine life being better!" Today's guest Daniel has built a robust business using 3PMercury and his ProvenAmazonCourse.com training! He has a unique approach to uncovering opportunity that is sure to inspire. He's enthusiastic and motivational! "This is the best Amazon seller community out there" "The value you get for the dollar is crazy in this group" -quotes from our guest Daniel Kase He loves our group and he loves sharing what he knows! Watch this interview on our YouTube channel here: https://youtu.be/HDHulzEGxis Sponsored by SilentJim.com/buyorsell - Our preferred partner for selling your Amazon account or buying a new or seasoned account! Show note LINKS: SilentSalesMachine.com - Text the word “free” to 507-800-0090 to get a free copy of Jim's latest book in audio about building multiple income streams online (US only) or visit https://silentjim.com/free11 My Silent Team Facebook group - https://www.facebook.com/groups/mysilentteam 100% FREE! Join 82,000 + Facebook members from around the world who are using the internet creatively every day to launch and grow multiple income streams through our exciting PROVEN strategies! There's no support community like this one anywhere else in the world! ProvenAmazonCourse.com - The comprehensive course that contains ALL our Amazon training modules, recorded events and a steady stream of latest cutting edge training including of course the most popular starting point, the REPLENS selling model. The PAC is updated free for life! TheProvenConference.com - Our Aug 15-16th virtual event. As a listener, you get a massive discount! Pay only $7 instead of $97 with the coupon code "V25FOR7" at checkout. This will be an incredible 2-day event showing you how to SCALE FAST and AUTOMATE as much of your Amazon selling business as possible with the latest "do it all" tool - 3PMercury.com (it's all recorded as well for you). Visit the site for full details! Seller Amp - SellerAmp.com/mst - Making sourcing analysis simplified
Author, entrepreneur, and “overwhelmologist” Ari Meisel reveals how to optimize, automate, and outsource, the shockingly straightforward system for keeping work, and anxiety, from piling up.Hear Ari's full interview in Episode 122 of The Action Catalyst.
What happens when you lose your job in your fifties and the job market shuts its doors? For Mike Alte, the answer was resilience, resourcefulness, and a crash course in Amazon selling. In this episode, Coach Brian Olson sits down with Mike to talk about the emotional rollercoaster of starting over, the turning points in his business journey, and how storefront stalking and Keepa mastery helped him go from frustrated job-seeker to full-time e-commerce entrepreneur. Mike's story is a powerful reminder that it's never too late to reinvent yourself and that sometimes, failure really isn't an option. Get ready for candid insights, rookie mistakes turned lessons, and practical tips you can use today to move your Amazon business forward. Special guest at the conclusion of today's show, Jeff Schick of JeffSchick.com discusses why you shouldn't just "acknowledge fault" on Amazon seller violations. Watch this episode on our YouTube channel: https://youtu.be/oIEEGZ5CQ40 Show note LINKS: SilentSalesMachine.com - Text the word “free” to 507-800-0090 to get a free copy of Jim's latest book in audio about building multiple income streams online (US only) or visit https://silentjim.com/free11 My Silent Team Facebook group - https://www.facebook.com/groups/mysilentteam 100% FREE! Join 82,000 + Facebook members from around the world who are using the internet creatively every day to launch and grow multiple income streams through our exciting PROVEN strategies! There's no support community like this one anywhere else in the world! ProvenAmazonCourse.com - The comprehensive course that contains ALL our Amazon training modules, recorded events and a steady stream of latest cutting edge training including of course the most popular starting point, the REPLENS selling model. The PAC is updated free for life! PRICE GOES UP FOR NEW MEMBERS SOON. Lock in your low monthly rate of only $39 for a few more days only! SilentJim.com/thesystem - (aka as 3P Mercury) - The complete workflow software we created on our team. "The System" automates your Amazon reselling/wholesale business the same way Khang (the creator) automated his $3million reselling business and made it HANDS FREE! TheProvenConference.com Our Aug 15-16th virtual event. As a listener you get a massive discount! Pay only $7 instead of $97 with the coupon code "V25FOR7" at checkout. This will be an incredible 2 day event showing you how to SCALE FAST and AUTOMATE as much of your Amazon selling business as possible with the latest "do it all" tool - 3PMercury.com (it's all recorded as well for you). Visit the site for full details! facebook.com/groups/mysilentteam/ SilentJim.com/bookacall - Book a FREE call here to discuss our offers, including coaching, Legends and ProvenAmazonCourse.com course