Podcasts about automating

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In episode 82 of o11ycast, Ken and Jess chat with Morgante Pell, the visionary behind Grit, an AI-powered agent designed to automate developer toil and technical debt. The discussion covers the evolution of AI in coding, the challenges of building and deploying AI agents, the future of combining code awareness with production awareness, and Grit's acquisition by Honeycomb.

AI and automation for solopreneurs is no longer optional—it's the secret weapon to scaling your business without stress or burnout. In this episode, we sit down with Andy Reinhold, founder of Studio Spark and former Deloitte consultant, who shares the exact frameworks, tools, and mindset shifts solopreneurs need to work smarter—not harder.If you're searching for ways to stop the constant grind, this conversation delivers what you've been looking for. Andy breaks down how to leverage AI tools for entrepreneurs and build systems that replace repetitive tasks, unlock time, and support your solopreneur productivity.He explains how to create automation in small business that streamlines marketing, sales, operations, and finance using tools like ChatGPT for business, Make.com vs Zapier, and Airtable—even if you're not technical. You'll learn how Andy turned his burnout into a blueprint and how you can do the same.This episode is for those wanting to:Escape burnout and entrepreneurship overwhelmBuild repeatable lead-gen or content systems that convertAlign your business with values like authenticity, freedom, and self-careScale with AI-powered workflows—not sleepless nightsPacked with real strategies and step-by-step examples, this conversation shows how to go from reactive to automated while still staying human.00:00 – Intro: Who is Andy Reinhold?01:15 – From Deloitte to burnout: his transformation story04:10 – How cancer & family loss reshaped his priorities06:30 – Why AI & automation became his new mission08:10 – The “No-Hustle Blueprint” explained10:45 – Tools that save time: ChatGPT, Make.com, Airtable13:00 – Learning AI as a non-technical solopreneur15:15 – Automating 90% of busy work (and staying human)17:20 – Creating content that converts with AI20:00 – Aligning your business with your values21:45 – How to connect with AndyTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow us on Threads: https://www.threads.net/@thereal_drchrislooFollow us on TikTok: https://www.tiktok.com/@drchrisloomddphdFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

#272 In this episode, I'm joined by James Allen, former productivity coach and founder of Profit Your Knowledge. We talk about what it really takes to grow your business without burning out. James shares how applying simple frameworks like the 80/20 Rule and Parkinson's Law helped him stop spinning his wheels and start scaling smarter. We also dive into why your first (or fifth) funnel might flop and why that's totally OK. We also jam on: Building your course with your audience, not before you have one How to use a sales page as a waitlist builder Automating to work fewer hours without losing momentum Lessons from The 4 Agreements The truth about improvement, it doesn't happen by accident If you're a coach, gym owner, or creator looking to work less and earn more, this episode's for you.

Is AI about to replace the personal side of care or can it actually bring you closer to your patients?In this conversation, Dr. Stephen sits down with AI expert Brad Costanzo of Accelerated Intelligence to break down how chiropractors can use artificial intelligence to accelerate growth, streamline operations, and improve patient engagement—without sacrificing connection. From chatbots and content creation to automation and predictive analytics, you will learn practical strategies, real examples, and easy-to-implement tools to help offload your busy work and refocus on what really matters—serving people better.In this episode you will:Learn the five AI “buckets” and how to use them to transform your business.Discover how virtual assistants and chatbots can boost lead conversion and patient communication.Understand how AI can automate marketing, reactivations, and performance tracking.Explore how to create content, presentations, and training materials in minutes—not hours.Find out how to stay on top of industry innovations with AI-powered accelerated learning.See how automation can create more time for meaningful human connection in your practice.Episode Highlights02:03 – Learn how chiropractors are beginning to leverage AI through practical, tactical tools that save time and increase impact.05:11 – Understand the "Five Buckets Framework" of AI use: Thinking, Creating, Communicating, Analyzing, and Automating.08:36 – Hear why many people misuse AI by jumping into “cool tools” rather than solving real problems and clearing mental clutter.10:50 – Discover real-world examples of how smart automation can turn simple inputs into full content workflows and social posts.14:08 – Explore how AI is as transformative as the internet, but more rapid and accessible across every aspect of business.16:51 – Learn how to choose the right AI tools and connect them effectively, even if you're not technically inclined.21:04 – Get Brad's MAC Method: Mentor, Assistant, Critic—a simple prompt framework to get better results from AI tools like ChatGPT.23:05 – Understand how being a “Hollywood Director” mindset with AI improves creative output and turns you into a better thinker.24:42 – Hear how AI can write job descriptions, design graphics, summarize podcasts, and streamline team workflows.26:51 – Discover how chatbots and voice assistants are improving lead conversion and patient experience in chiropractic offices.30:42 – See how AI can create realistic, friendly virtual assistants that consistently answer patient questions and book appointments.33:36 – Learn how AI tools like Gamma can quickly create presentations and help with marketing content creation.35:24 – Explore how AI-driven SOAP notes and real-time transcription are saving time and enhancing documentation.36:50 – Understand how AI helps professionals stay on top of innovation through customized learning and research tools.39:18 – Hear why automating the repetitive tasks actually frees chiropractors to focus more on genuine human connection.43:10 – Dr. Bobby is joined by Success Partner, Alan Poric from AP4 Wealth, a firm known for helping chiropractors take control of their finances. If you've ever put off dealing with insurance, superannuation, or retirement planning, this interview is a must-listen. Alan explains why getting your financial ducks in a row early is so important, and how AP4 Wealth creates solutions designed just for chiropractors. Discover practical tips on protecting your income, caring for your family, and building a secure financial future. Resources MentionedDownload the Accelerated Intelligence Bonus Gifts from Brad here: https://go.acceleratedintelligence.ai/r/trpRegister Now for the TRP Conversion & Retention Immersion - June 27 & 28, 2025 in Sydney, AUS - https://theremarkablepractice.com/upcoming-events/To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoFor more information about AP4 Wealth please visit: https://www.ap4wealth.com.au/Schedule a Brainstorming call with Dr. PeteFollow Dr Stephen on Instagram: https://qr.me-qr.com/l/riDHVjqtFollow Dr Pete on Instagram: https://qr.me-qr.com/I1nC7HggPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcast/ or follow on your favorite podcast app.

Are you drowning in the details of podcast production, constantly feeling like you're one step behind? In this episode of Podcasting Unlocked, we're diving deep into the world of podcast workflow automations. I'm sharing actionable strategies to streamline your process, save time, and finally achieve that elusive feeling of podcasting efficiency. From guest scheduling to social media promotion, discover the tools and techniques that can transform your podcast journey from frustrating to fulfilling. This week, episode 209 of Podcasting Unlocked is about podcast workflow automation! In this episode of Podcasting Unlocked, I'm sharing the importance of automating systems for your podcast and actionable steps you can take right now to take some of the work of podcasting off your plate. I also chat about the following: Identifying the bottleneck in your personal podcast workflow.Automating scheduling with guests so everyone has all the information they need. Tools Galati Media uses to create high-quality podcasts, while still saving time.Resources to start your own automation journey.Don't forget to head to check out my Podcast Workflow Checklist, or visit helpmypod.com to schedule a consultation.Be sure to tune in to all the episodes to receive tons of practical tips on turning your podcast listeners into leads and to hear even more about the points outlined above. Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me! And don't forget to follow, rate and review the podcast and tell me your key takeaways!Learn more about Podcasting Unlocked at https://galatimedia.com/podcasting-unlocked/ CONNECT WITH ALESIA GALATI:InstagramLinkedInWork with Galati Media! Work with Alesia 1:1LINKS MENTIONED:ClickUpCalendlyPodmatchDescriptOpusClipsMeet EdgarProud member of the Feminist Podcasters Collective.

Welcome to another powerful episode of the Building Your Money Machine Show! Today, we're tackling a critical reason why so many people struggle to build wealth—even when they know what to do: they rely on willpower instead of automation. If you ever feel like growing your money is a constant uphill battle or that you're playing catch-up no matter how hard you work, this episode is designed just for you.In this episode, I dive into the truth behind wealth creation: the wealthiest people don't work harder for their money. Instead, they use systems that put their money on autopilot. I share my own journey—where I stumbled using sheer willpower and how turning to automation transformed my results and made wealth-building not only more effective, but less stressful too.I walk you through the seven critical steps to automating your wealth, from cash flow to savings, investing, debt-paydown, protecting your wealth, optimizing taxes, and growing your income streams. I break down how to get hands-off with your finances using simple tools and modern technology—so you can eliminate decision fatigue, avoid costly mistakes, and remove emotion from money management.IN TODAY'S EPISODE, I DISCUSS:Why relying on willpower to build wealth sets you up for failure—and how automation changes everythingThe five top reasons to automate your wealth creationThe seven key steps to automate your financial lifeWhy you should avoid platforms that gamify investing, keeping emotion out of your financial decisionsThe importance of evaluating your financial automations regularlyRECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/10 Things Worth Buying EVEN If You're Short On Cash8 Signs You're Not Ready For RetirementHow to SURVIVE and THRIVE During a RecessionMoney Principles I Know At 63 But I Wish I Knew At 40If You're Thinking Of Retiring Early... Watch ThisRECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:10 Things Worth Buying EVEN If You're Short On Cash: https://youtu.be/wPy-xppyPkU8 Signs You're Not Ready For Retirement: https://youtu.be/aUhBrFx-NxYHow to SURVIVE and THRIVE During a Recession: https://youtu.be/xSbRv9BopiAMoney Principles I Know At 63 But I Wish I Knew At 40: https://youtu.be/aTOC_lC0CAEORDER MY NEW USA TODAY BESTSELLING BOOK:Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!The key to building the life you desire and deserve is to build your Money Machine—a powerful system designed to generate income that's no longer tied to your work or efforts. This step-by-step guide goes beyond the general idea of personal finance and wealth creation and reveals the holistic approach to transforming your relationship with money to allow you to enjoy financial freedom and peace of mind.Part money philosophy, part money mindset, part strategy, and part tactical action, these powerful frameworks will show you how to build your money machine.When you do you'll also get over $1100 in wealth resources & bonuses for FREE! TAKE THE FINANCIAL FREEDOM QUIZ:Take this free quiz to see where you are on the path to financial freedom and what your next steps are to move you to a new financial destiny at http://www.YourFinancialFreedomQuiz.com

In this episode of the e-commerce marketing podcast, host Arlen Robinson speaks with Satej Sirur, CEO of Rocketium, about the transformative impact of AI on ad creatives. They discuss Satej's journey from Microsoft and AWS to founding Rocketium, the challenges brands face in ad creation, and how AI tools streamline the creative process. The conversation highlights real-world applications, such as Colgate's experience with Rocketium, and explores the future of AI in creative production. Key Episode Takeaways: AI is fundamentally changing how brands create ad content. The need for multiple versions of ad creatives is crucial. Traditional creative processes are often fragmented and inefficient. Automation is essential for scaling ad production. AI tools can significantly reduce the time needed for creative tasks. Real-time analytics are now possible with AI integration. Brands can adapt their content for various platforms quickly. The future of creative production will heavily involve AI. Companies are becoming more open to using AI technologies. The combination of AI and SaaS is the future of creative solutions. For show transcript highlights, past guests, and more, visit: https://www.ecommercemarketingpodcast.com Or on YouTube at: https://www.youtube.com/@ecommercemarketingpodcast  Twitter: https://x.com/emarketpodcast  Facebook:  https://www.facebook.com/ecommercemarktingpodcast  Instagram:  https://www.instagram.com/emarketingpodcast/  Past guests on the ecommerce marketing podcast include Neil Patel, Nemo Chu, Luke Lintz, Luke Carthy, Amber Armstrong, Kris Ruby and many more. Thanks for listening. Be sure to subscribe and leave a review.

In this episode of HR Like a Boss, John Bernatovicz chats with Mike Stafiej, founder of Erin, an employee referral platform. Mike dives into the evolving world of talent acquisition, highlighting the power of employee referrals and the growing impact of automation in HR.From the shifting pace of hiring decisions to the importance of maintaining human connection in an increasingly tech-driven landscape, Mike offers a grounded perspective on where HR is heading. Whether you're rethinking your hiring strategy or exploring new HR tech, this episode is packed with insights for HR pros looking to innovate without losing what matters most—people.ABOUT MIKEMike Stafiej is the founder and CEO of ERIN, a Pittsburgh-based SaaS startup that streamlines employee referrals for enterprise businesses around the world. ERIN is a strategic recruiting tool for hundreds of businesses with over 3 million employees, in over 100 countries, and has automated over half a billion dollars in referral bonuses. . Mike is a Serial Entrepreneur with a Master's degree in I.T. Project Management from Robert Morris University and has over 15 years of experience in successful SaaS startups.

A long-awaited integration is finally here! REDX and Wise Agent unite to simplify your lead-to-client process. In this podcast, Curtis Fenn and Brandon Wise dive deep into the impact of this partnership and the power of CRMs in today's real estate market.Here's what you will discover...• Why a CRM is more critical now than ever before• How the new REDX + Wise Agent integration works• Real-world tips for maximizing lead conversions with automationJump to these topics:

New episode with my good friends Sholto Douglas & Trenton Bricken. Sholto focuses on scaling RL and Trenton researches mechanistic interpretability, both at Anthropic.We talk through what's changed in the last year of AI research; the new RL regime and how far it can scale; how to trace a model's thoughts; and how countries, workers, and students should prepare for AGI.See you next year for v3. Here's last year's episode, btw. Enjoy!Watch on YouTube; listen on Apple Podcasts or Spotify.----------SPONSORS* WorkOS ensures that AI companies like OpenAI and Anthropic don't have to spend engineering time building enterprise features like access controls or SSO. It's not that they don't need these features; it's just that WorkOS gives them battle-tested APIs that they can use for auth, provisioning, and more. Start building today at workos.com.* Scale is building the infrastructure for safer, smarter AI. Scale's Data Foundry gives major AI labs access to high-quality data to fuel post-training, while their public leaderboards help assess model capabilities. They also just released Scale Evaluation, a new tool that diagnoses model limitations. If you're an AI researcher or engineer, learn how Scale can help you push the frontier at scale.com/dwarkesh.* Lighthouse is THE fastest immigration solution for the technology industry. They specialize in expert visas like the O-1A and EB-1A, and they've already helped companies like Cursor, Notion, and Replit navigate U.S. immigration. Explore which visa is right for you at lighthousehq.com/ref/Dwarkesh.To sponsor a future episode, visit dwarkesh.com/advertise.----------TIMESTAMPS(00:00:00) – How far can RL scale?(00:16:27) – Is continual learning a key bottleneck?(00:31:59) – Model self-awareness(00:50:32) – Taste and slop(01:00:51) – How soon to fully autonomous agents?(01:15:17) – Neuralese(01:18:55) – Inference compute will bottleneck AGI(01:23:01) – DeepSeek algorithmic improvements(01:37:42) – Why are LLMs ‘baby AGI' but not AlphaZero?(01:45:38) – Mech interp(01:56:15) – How countries should prepare for AGI(02:10:26) – Automating white collar work(02:15:35) – Advice for students Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

Is your business ready for the age of AI, hyper-personalized content, and digital transformation?Matt Britton is the CEO of Suzy, a real-time consumer insights platform trusted by global giants like Netflix and P&G. He's also the author of Generation AI, a powerful new book exploring how Generation Alpha is the first truly AI-native generation—and what that means for brands, leaders, and innovators.In this episode, Matt unpacks how AI is transforming marketing, content creation, SEO, and influence. He shares real strategies businesses can use to train custom GPTs, build first-party data systems, and use automation to reclaim time and increase impact.You'll also learn how the influencer economy is evolving with AI-generated personas, what the future of search looks like, and how companies can futureproof their people and processes in a world changing at exponential speed.In this conversation, you'll learn:Why the future of marketing belongs to AI-native generations.How first-party data and automation are redefining business operations.Why companies must embrace AI now or risk extinction.How AI influencers and digital twins are reshaping culture and media.How to build search-optimized, relevant content that AI models rank.The role of internal training and curiosity in adapting to AI.What Google's search drop signals for your brand strategy.Why building authority, relevance, and video content is key in the LLM era.Takeaways:Why businesses must move now to integrate AI or risk falling behind.How to train custom GPTs using first-party and third-party data.What the future of content, SEO, and influencer marketing looks like in an AI-dominated world.Connect with Matt Britton:Website: https://mattbritton.com/Book: https://a.co/d/0UEMYxRTimestamps:00:00 - Intro: AI's rapid disruption01:00 - Why companies aren't adapting fast enough03:00 - Small vs. large business AI adoption06:00 - Training GPTs with your own data08:30 - Automating your operations with AI10:00 - Building custom frameworks in ChatGPT12:00 - AI's impact on SEO and the fall of Google15:00 - Content strategy for AI-powered search18:00 - The rise of AI influencers and virtual IP22:00 - The future of jobs and creativity in AI23:00 - About Generation AI__________________________________________________________________________________________

If email marketing feels like a chaotic mess every time you open your laptop, you're not alone, and you're definitely not broken.In this episode, Allison breaks down why sending emails feels so dang hard (spoiler alert: it's NOT the actual writing) and how to make your email marketing feel easy, repeatable, and dare we say… fun.With a few key mindset and system shifts, you'll go from blank-page dread to confident, consistent sending.If you're ready to stop overthinking every word and finally treat email marketing like the business-building asset it is, this episode is for you! Ready? Let's simplify.TAKEAWAYS:You're not bad at email marketing, you're just reinventing the wheel every time you write. Use a framework instead of starting from scratch.Ditch perfection. Focus on clarity, consistency, and one clear message per email instead of trying to say everything in one go.A repeatable 4-part framework (hook, story, point, CTA) can make writing faster and more effective.Plug-and-play systems (like templates and AI tools) help you send the right kind of email that leads to sales. Automating your sales emails allows your business to make money even when you're offline or out of office.RESOURCES: Visit the blog post that goes along with this episode for more resourcesIf you're ready to make writing emails feel easier (and actually profitable), that's exactly what we do inside Emails That Sell! This is Allison's email marketing membership packed with plug-and-play funnels, AI Assistants, and simple strategies that help you sell your offers on autopilot, without the blank-page panic.Snag a seat in Allison's Sell on Autopilot Masterclass, and learn how to use email marketing to sell while you sleep (or, ‘ya know…live your actual life!)CONNECT WITH ALLISON:Follow Allison on InstagramDID YOU HAVE AN 'AH-HA MOMENT' WHILE LISTENING TO THIS EPISODE?If you found value and are ready to take action from listening to this episode, head to Apple Podcasts and help us reach new audiences by giving the podcast a rating and a review. This helps us to reach more online coaches who are creating a thriving 6-figure business.Music courtesy of www.bensound.com

This Podcast Is Episode 628, And It's About Efficient Payroll Implementation For Construction Business Owners mplementing an effective payroll system is crucial for construction business owners, as it directly impacts project management, employee satisfaction, and overall financial health. Given the complexities of the construction industry, including varying pay rates, overtime requirements, and the need for certified payroll reports, developing a streamlined payroll process is essential.    Here are some steps to consider:   1. Determine Payroll Needs: Assess the size of your workforce (hourly vs. salaried employees). Identify the types of workers (e.g., subcontractors, full-time employees) and ensure your payroll system can handle various pay rates and classifications.   2. Choose the Right Payroll Software: Look for software that caters to the construction industry's needs, including support for job costing, lien waivers, and compliance with prevailing wage laws. Ensure it has features for tracking time worked, overtime, and benefits. 3. Set Up Employee Information:  Gather necessary documentation for all employees, including W-4 forms, identification, and relevant licenses.  Enter employee data into the payroll system, including their pay rates, tax information, and benefits enrollment. 4. Establish a Time Tracking System: Implement a reliable method for tracking hours worked. This can be done via paper timesheets, digital time clocks, or mobile apps. Ensure the method complies with labor regulations regarding work hours and overtime.   5. Understand Payroll Tax Obligations:  Familiarize yourself with federal, state, and local payroll taxes, including Social Security, Medicare, and unemployment.  Set up an account with the IRS and pay estimated taxes regularly to avoid penalties.   6. Communicate with Your Team: Educate your employees about how the payroll system works, including how to report hours worked and any deductions they may see. Keep an open line of communication for any payroll-related questions or concerns.   7. Run Payroll: Determine a payroll schedule (weekly, bi-weekly, or monthly) that best suits your business needs. Process payroll on time, ensuring accurate calculations for hours worked, overtime, and deductions.   8. Maintain Compliance: Stay updated with labor laws and regulations specific to the construction industry to avoid compliance issues. Keep records of payroll transactions and employee information for audit purposes.   9. Review and Adjust: Regularly review your payroll processes for efficiency and accuracy. Make adjustments as needed to enhance effectiveness and address any emerging issues. Consider soliciting employee feedback about the payroll process to identify any areas for improvement.   By following these steps, construction contractor business owners can implement a payroll system that meets their operational needs and effectively supports their workforce.    Now, what if you already have a system in place? Upgrading or changing your payroll system offers numerous significant benefits. Saving time and money, making everyone's lives easier, and improving integration are good reasons to consider a change.   But if the switch is mishandled, the results can be catastrophic and lead to long-lasting problems. So, please make sure that you allocate the project the time it requires. While some people may indeed enjoy coming to work, earning money is the main reason most people seek employment. Our jobs make the world go round, supporting us and our families so that we can afford everything else in life.   Not receiving payment correctly is a significant issue for your crew. As a construction business owner, you want to ensure your employees are paid sufficiently and on time. This protects your business and their happiness.   Changing payroll systems is a huge undertaking. Many moving parts and people will be affected. Ensure that this project receives the time and attention it deserves. Determine what will be necessary to make the transition, understand who it affects, and communicate with everyone involved. The planning process is critical. Treat it as the foundation to making the switch, and the rest will fall into place.   The primary motivation for implementing a new payroll system is to simplify processes. Yet, many construction businesses overlook how their new technology can help. It's easy to lean on old methods for getting things done because they're familiar, but that would be a mistake when switching to a new payroll system.   Ensure you are familiar with and understand the features of your new platform. The real-time, monetary, and energy savings will be realized here. Automate anything you can. When these tools prove their worth, your team will understand the rationale behind the switch.   That is why we're here. Fast Easy Accounting streamlines construction payroll by offering specialized services tailored for the industry's unique needs. Our bookkeeping services are designed to seamlessly assist you with your payroll processes, ensuring efficiency and accuracy at every step. Here's how we can help:   1. Tailored Solutions for Construction Payroll: We understand the unique challenges of construction payroll, such as varying pay rates, overtime calculations, and compliance with regulations. Our services are customized to meet these needs, ensuring every worker is paid correctly and on time.  2. Time Tracking and Data Management: We offer tools and systems for accurately tracking hours worked, including overtime and different pay classifications. Whether through digital time clocks or integrated apps, we help set up a reliable time management system that feeds directly into payroll, minimizing the risk of errors.  3. Compliance Assurance: Navigating payroll tax obligations can be complex, especially in the construction industry. Our bookkeeping services inform you about federal, state, and local regulations, ensuring you comply with all payroll tax requirements. We handle the calculations and submissions, allowing you to focus on your projects.  4. Efficient Payroll Processing: We streamline payroll by automating everything from calculating wages to processing payments. Automating these tasks saves you valuable time, allowing you to allocate resources more effectively.  5. Record Keeping and Reporting: Accurate documentation is critical for construction businesses, especially for audits and employee inquiries. Our services include maintaining thorough payroll records and generating necessary reports, such as certified payroll for government projects, that are easily accessible when needed.  6. Training and Support: We train your staff to use payroll systems effectively and provide ongoing support for any questions or issues. This ensures that your team feels confident and knowledgeable about the payroll process.  7. Monthly Reviews and Adjustments: Payroll needs can evolve as your business grows. We conduct regular reviews of your payroll processes and reports, making adjustments as necessary to enhance efficiency and address any new requirements that may arise.    Final thoughts   A well-implemented payroll system ensures that employees are paid accurately and on time and helps managers maintain compliance with labor laws and regulations. Furthermore, integrating payroll with project management and job costing enables better tracking of labor expenses and profitability for each project.    Deciding to change your payroll system is a big undertaking. But with some planning and preparation, it can be a smooth and rewarding transition.   For construction business owners, investing in a robust payroll solution means gaining a competitive edge, improving operational efficiency, and creating a positive work environment that fosters employee loyalty and productivity. By utilizing our bookkeeping services, construction business owners like you can ensure your payroll processes are compliant, accurate, and streamlined to support overall business growth and employee satisfaction. Let us handle the complexities of payroll while you focus on what you do best—building and growing your business. About The Author: Sharie DeHart, QPA, is the co-founder of Business Consulting And Accounting in Lynnwood, Washington. She is the leading expert in managing outsourced construction bookkeeping and accounting services companies and cash management accounting for small construction companies across the USA. She encourages Contractors and Construction Company Owners to stay current on their tax obligations and offers insights on managing the remaining cash flow to operate and grow their construction company sales and profits so they can put more money in the bank. Call 1-800-361-1770 or sharie@fasteasyaccounting.com  

This segment features insights from Stuart Newsome and Linsey Nelson on how AI-powered document capture integrates with Patient Access Plus to create a seamless, touchless prior authorization workflow. Learn how unstructured inputs like faxes and emails can now be ingested, interpreted, and acted upon—with minimum human intervention—thanks to automation and intelligent agents.

Join me as I chat with the Boring Marketer about building efficient marketing workflows using N8N and AI tools. Boring Marketer demonstrates how to use Claude AI with custom MCP integrations to automate keyword research, identify content gaps, and generate comprehensive marketing assets across multiple platforms. The approach focuses on simplifying complex marketing tasks through automation to free up time for more strategic work. Get ideas, tools, and tactics to 10x your marketing: https://www.skool.com/the-vibe-marketers Episode Timestamps: 00:00 - Intro 01:09 - Explanation of Vibe Marketing 04:12 - Automating keyword research 10:06 - MCP integration with keyword tools 15:41 - Analysis of search results and content gaps 20:33 - Creating automated content briefs 22:13 - Generating complete blog posts with proper brand voice 26:49 - MCP Explained 28:38 - Creating social media content from the same workflow 30:39 - Discussion of human review in the automation process 35:02 - Conclusion and the future of marketing Key Points: • Simple workflows in N8N can be more powerful than complex ones for marketing automation • Using Claude AI with MCP integrations to automate keyword research and content creation • Creating comprehensive content strategies based on keyword gaps in the market • Automating multi-format content creation (blog posts, social media threads, images) from a single workflow LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ BoringMarketing — Vibe Marketing for Sale: http://boringmarketing.com/ Startup Empire - a membership for builders who want to build cash-flowing businesses [https://www.startupempire.co](https://www.startupempire.co/) FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/ FIND THE BORING MARKETER ON SOCIAL X/Twitter: https://x.com/boringmarketer LinkedIn: https://www.linkedin.com/in/jadickerson/

Managing AR teams efficiently is no longer just about headcount — it's about using AI-driven automation to intelligently assign and balance work. In this episode, we explore how AI Agents are transforming denial operations through smarter workforce management, reducing burnout, and driving faster recovery without adding staff.

Sales automation is no longer optional, but with so many tools to choose from, it's easy to get overwhelmed. Today, our experts talk through some of the top options, and how to tell if they will be right for you.For more, visit https://muncheye.com/high-ticket-cloaker MunchEye City: London Address: London Office 15 Harwood Road, , London, England United Kingdom Website: https://muncheye.com/

Unlocking the Power of Automation for Insurance ProfessionalsIn a recent episode of the Insurance Business Babes podcast, host Kathe Kline sat down with automation expert OpeYemi Sanusi to explore how automating everyday business tasks can be a total game changer—especially for insurance professionals and agency owners who want to free up their time and focus on client relationships.Why Automate? The True Cost of Manual TasksKathe opened up about her own experience running an active Facebook group, explaining how time-consuming it was to manually process new member requests and collect data. Like many insurance agents, she realized she was spending valuable hours on low-impact work that could easily be handed off—if not to a virtual assistant, then even better, to a well-built automation! As Ope emphasized, whenever you notice a repetitive task “stresses you out or takes time from your day,” it's a good candidate for automation.Common Automation Opportunities in InsuranceThe conversation revealed just how many time-consuming processes can be streamlined. Here are some top contenders:Lead Management: From collecting and qualifying incoming leads based on client needs (e.g., prioritizing high-value Medicare supplement prospects), to logging details automatically in your CRM.Appointment Follow-Ups: Automating reminders and documents like scope of appointment forms, ensuring compliance requirements are met without manual checking.Client Communication: Sending out personalized birthday cards, renewal reminders, or even thank you gifts at the click of a button.Data Entry and Compliance: Creating easy workflows to file signed documents, cross-check directories for compliance, and flag potential issues, freeing you from administrative headaches.Custom Automation: Small Businesses Can Benefit TooOpe pointed out that automation isn't just for huge corporations. Solving small business problems—like auto-filling spreadsheets with storage facility contact details, or scraping podcast emails for outreach—are all fair game. Even better, once these processes are set up, they save both time and money for years to come.Getting Started with AutomationBoth Kathe and Ope agree: you don't need to be a tech wizard to benefit from automation, especially if you start with expert help. By automating the busywork, insurance agents are empowered to focus on what matters most—building relationships and growing their businesses.Ready to reclaim your time? Take a cue from this episode—identify your most repetitive tasks, and start imagining what an automated future could look like for your agency!You can reach the guest, Ope Sanusi, via email at: opeyemisanusi@gmail.comThis episode is sponsored by ⁠CertifiedMedicareAgents.com⁠. Use the coupon code BABES2024 for a free lifetime BRONZE membership.

Sam Ross is the Co-founder and CEO of Numeral.This conversation is a master class on all things growth at the zero to one stage. We talk early growth lessons from Airbnb, and stories from being one of the largest, earliest Facebook advertisers.We get into working backwards from pockets of strong demand to find business ideas, how to establish early social proof around your product, why you shouldn't hire a growth person as your first growth hire, how he raised Numeral's Series A in four days, and why sales tax is so complicated and how they're using AI to make it easy.Timestamps:(3:03) Why sales tax is so complicated(8:06) Running crazy Facebook ads in 2013(11:58) Why you need to be aggressive on new growth channels(16:55) How strong retention unlocks massive businesses (18:24) Using pockets of demand to find business ideas(21:34) Balancing performance vs brand marketing(25:45) How to build a brand from scratch(29:11) When cold outbound actually works(36:18) Building early social proof around your product(43:33) Don't hire career growth people for growth roles(49:31) Lessons building a jewelry business doing $30m in revenue(58:44) How the 2018 Wayfair v South Dakota decision led to Numeral(1:05:04) Hacking an early product together with spreadsheets(1:07:32) Automating the product(1:15:26) What happens if you don't pay sales tax(1:20:41) How Numeral uses AI and LLMs internally(1:26:41) How to compete against non-technical incumbents(1:32:57) Why they raised VC for Numeral(1:38:19) Raising a Series A in four days(1:45:43) How big can a sales tax company really be?(1:48:55) Creating a better global tax system(1:54:31) How San Francisco is losing its soulReferencedCheck out Numeral: https://www.numeralhq.com/South Dakota v Wayfair: https://en.wikipedia.org/wiki/South_Dakota_v._Wayfair,_Inc.Follow SamTwitter: https://x.com/SpamRossLinkedIn: https://www.linkedin.com/in/sambross/Follow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/

As artificial intelligence rapidly reshapes every corner of the workplace, payroll stands out as one of the most sensitive and high-stakes functions in HR. Accuracy, data security, and compliance are non-negotiable — yet payroll leaders are under constant pressure to improve efficiency and reduce risk. As AI capabilities expand, the big question for employers isn't if AI should be integrated into payroll processes, but how to do it safely, ethically, and effectively. Understanding this balance is crucial for every HR and payroll professional navigating the future of work. In this insightful episode of HRD Talk, Ben Cartwright speaks with Kylie Baullo, General Manager of ADP for Australia, New Zealand, and Japan, to unpack what AI really means for payroll. Together, they explore the practical ways AI is already improving accuracy, reducing manual errors, and freeing up valuable time — while also addressing the concerns around data privacy, job security, and responsible AI use. Tune in to hear about: - How AI can reduce payroll errors, boost accuracy, and proactively identify data issues - The critical role of data privacy, ethics, and transparency in AI-powered payroll systems - Practical, everyday AI applications that can improve HR and payroll workflows - How businesses can manage employee concerns about AI and automation in the workplace - The importance of combining human judgement with AI-driven insights for better decision-making - The role of “guardrails” in ensuring AI tools support — not replace — people in payroll This conversation will equip you with a grounded, realistic understanding of AI's role in payroll and how to harness it without compromising what matters most. Tune in to this essential episode of HRD Talk and discover how to safely and smartly integrate AI into your payroll processes today.

In this episode of ClickFunnels Radio, special guest Drew Davis, hosts Chris Cameron and Ben Harris welcome Drew Davis, an up-and-coming real estate investor and funnel builder. Highlights of their conversation include Drew's real estate investment journey, how he balances family life with his career, his methods for using follow-up funnels and other funnel automations to his advantage in real estate and the importance of storytelling in selling one-to-many. This episode is perfect for anyone looking to enhance their skills and knowledge in real estate, funnel building or both! https://the.blackbookninjas.com/cfr

Send us a textIn Episode 74, host Sylvia Garibaldi shares practical strategies to help busy legal and mediation professionals reclaim their time and consistently market their practices without sacrificing evenings or weekends. Sylvia introduces the power of batching and automation as secret weapons for streamlining marketing efforts. She explains how to group tasks efficiently, automate repetitive work, and implement a simple weekly marketing workflow that fits into even the busiest schedule. By the end of the episode, listeners will walk away with actionable tips to stay visible, build trust, and grow their practice — all while avoiding burnout!In this episode, you'll learn:02:12 What batching is and why it's a game changer07:49 Social media automation tools and examples09:17 Automating your email marketing and lead magnets11:48 Building a simple weekly marketing workflow12:21 Planning your marketing weekResources:Feeling stuck about how to grow your practice, book a free strategy call here.#46 Achieve More With Less: How to Boost Professional Productivity#30 Boost Your Summer Productivity  #23 Work Smarter, Not Harder#13 Marketing Marathon: Strategies for Professional Practices  Rate, Review, & Follow on Apple Podcasts"Love listening and learning from the Serve First, Sell Later Marketing Podcast” If that sounds like you, please consider rating and reviewing my show! This helps me support more people -- just like you. Click here, scroll to the bottom, tap to rate with five stars, and select “Write a Review.” Then be sure to let me know what you loved most about the episode! The Magnetic Practice: Marketing That Brings Clients to You Workshop. Happening on May 14th 11am EST Sign up for our free LinkedIn newsletter on marketing your professional practice Connect with me on linkedin Join our online community Subscribe to my youtube channel

Feeling overwhelmed by the world of investing? You're not alone! Today, we take a dive deep into demystifying financial planning and wealth building with Julianne Averill, an extraordinary CFO, investor, and board advisor. Julianne shares her journey from a music major to a financial powerhouse, revealing accessible strategies for everyone—from those starting with a small windfall to seasoned professionals looking to diversify their portfolios. Get ready to learn practical tips on automation, risk management, and how to confidently step into your investment power, no matter your experience level. This week's episode 167 of How Women Inspire Podcast is about automation, venture capital, and wealth building! This episode was created in partnership with the Nasdaq Foundation. Together, we are working to educate, inspire, and engage women from diverse backgrounds on venture investing and entrepreneurship. Did you know that only 2% of venture funding goes to women-led companies? Together, we are working to show that women are the new face of venture investing.In this episode of How Women Inspire Podcast, Julianne Averill is sharing the importance of setting long-term investment plans  and actionable steps you can take right now to simplify your investing journey. Julianne Averill is a healthcare AI executive, strategic CFO, and board leader with 20+ years of experience scaling digital health and biopharma companies, driving billions in capital raises and M&A. She advises boards and investors on strategy, leveraging her expertise in digital transformation, CPA, SHRM-CP, GenAI, and board certification (NACD.DC). Currently, she is Audit Committee Chair for CureSearch, Operating Advisor to How Women Invest, and Managing Director at Danforth Advisors, leading growth in the SF/West Coast market and serving as interim CFO for late-stage companies, advising on IPOs and capital markets transactions. Her prior leadership roles include finance and strategy at global institutions and venture-backed companies across banking, techbio, and health tech.Some of the talking points Julie and Julianne go over in this episode include:Julianne's definition of success in investing and investment journey.Automating your investments for your busy life.Starting small and other advice for beginner investors.Setting up and dividing your investment “buckets” based on your income.Remember, you have what it takes to start making knowledgable investments for your future, and you don't need a lot of money to get started!Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me!  And don't forget to follow, rate, and review the podcast and tell me your key takeaways!Learn more about How Women Inspire at https://www.howwomenlead.com/podcast CONNECT WITH JULIANNE AVERILL:LinkedInCONNECT WITH JULIE CASTRO ABRAMS:LinkedIn - JulieHow Women LeadHow Women InvestHow Women GiveInstagram - HWLLinkedIn - HWLFacebook - HWL

In this episode, we sit down with Dorna Moini, founder and CEO of Gavel, who shares her journey from litigator to launching a legal tech startup that uses AI to streamline legal processes. Dorna opens up about her journey and how Gavel's platform works, and the legal fields—like litigation and family law—that benefit from their suite of tools. She highlights the value of efficiency and revenue growth for lawyers while making legal services more accessible. Dorna also gets into the importance of building a strong team, the impact of AI on the legal industry, and her growth as a leader. She reflects on the surprises she's encountered and teases exciting updates for Gavel's automation tools. If you're curious about legal innovation or startup stories, this episode offers a thoughtful look at Dorna's mission to empower attorneys and shape the future of law. Check it out! Host: Jake Aaron Villarreal, leads the top AI Recruitment Firm in Silicon Valley www.matchrelevant.com, uncovering stories of funded startups and goes behinds to scenes to tell their founders journey.  If you a are growing AI Startup or have a great story to tell, email us at: jake.villarreal@matchrelevant.com

In this episode of The Low Code Approach, hosts Sean Fiene and Jocelyn Panchal sit down with Christy Jefson to explore the evolving landscape of automation through desktop flows and the integration of generative AI. Together, they unpack how Power Automate is transforming repetitive tasks, what's new in the world of RPA, and how generative AI is reshaping the way we build and optimize low-code solutions. Whether you're a seasoned maker or just getting started, this conversation offers practical insights and forward-looking perspectives on building smarter, faster, and more intuitive automation experiences.

Is AI a miracle, heralding an age of invention, or the harbinger of a dystopian civilizational collapse? The rise of short-form video on social platforms - empowering creators, or undermining society? The only certainty these days is uncertainty. But for curious minds, that's precisely what makes it exciting. In this episode of The Trending Communicator, host Dan Nestle catches up with Emanuel Rose, CEO of Strategic eMarketing and author of Authentic Marketing in the Age of AI, Authenticity: Marketing to Generation Z,  The Social Media Edge, numerous e-books, and children's books.  As a storyteller, marketer, and dubbed by Dan as a Renaissance man, Emanuel brings a unique perspective to the discussion on AI, generational differences in technology adoption, and the future of communication. The conversation touches on the challenges and opportunities presented by AI in marketing and communications, with Emanuel sharing insights on how businesses can start integrating AI into their operations. They discuss the importance of maintaining human creativity in storytelling while leveraging AI tools, and the potential for AI to free up time for more meaningful pursuits. Listen in and hear about... Embracing chaos in an era of rapid technological change Generational differences in AI adoption and digital habits Leveraging AI for content repurposing and brand storytelling Automating mundane tasks to focus on creative pursuits Balancing screen time and digital detox for mental well-being Adapting communication strategies for Gen Z audiences Exploring the future of voice-activated AI assistants   Notable Quotes On Staying Curious: "I just, I follow the rabbit holes and that's kind of what I think is the joy of being a human. And we have access to so much information now, we can learn anything we want. And the secret is to stay curious." - Emanuel Rose [3:41 - 4:05] On Human Consciousness and Technology: "Our job is not to click buttons any more than it is to swing a hoe. Right. So we have to get out of our Cartesian framework." - Emanuel Rose [9:42 - 9:50] On Generational Differences in Technology Adoption: "The Z's just. They just absorb this stuff and, you know, and then, you know, they were all. All the way down to the alphas. Now they're. You know, they're like 8, 9, 10, that range. And so it's like they're going to absorb it in the same kind of way." - Emanuel Rose [17:23 - 17:35] On the Role of Humans in AI-Generated Content: "I think the human in the loop is the critical part of this. And it's kind of like, could I have my doppelganger, my video doppelganger, do all my zoom calls for me? Well, yeah, I can. I can do that now." - Emanuel Rose [40:25 - 40:35]   Resources and Links Dan Nestle Inquisitive Communications | Website The Trending Communicator | Website Communications Trends from Trending Communicators | Dan Nestle's Substack Dan Nestle | LinkedIn Dan Nestle | Twitter/X Emanuel Rose Emanuel Rose | Website Strategic eMarketing | Website Books by Emanuel Rose | Website Emanuel Rose | LinkedIn Timestamps for your convenience (as generated by Flowsend.ai) 0:00 Intro: Embracing chaos and technological change 5:10 Rise of AI agents and retail-level automation 9:42 Philosophical approach to AI and human purpose 15:51 Generational differences in technology adoption 20:18 Managing screen time and digital detox 25:07 Lack of AI adoption in small businesses 30:39 The future of voice-activated AI assistants 35:42 Importance of effective AI prompting skills 40:25 Balancing AI capabilities with human values 45:18 Leveraging existing content with custom GPTs 49:59 Automating tasks to focus on creativity   (Notes co-created by Human Dan and a variety of AI helpers, including Fireflies.ai and Flowsend.ai)

Is AI a miracle, heralding an age of invention, or the harbinger of a dystopian civilizational collapse? The rise of short-form video on social platforms - empowering creators, or undermining society? The only certainty these days is uncertainty. But for curious minds, that's precisely what makes it exciting. In this episode of The Trending Communicator, host Dan Nestle catches up with Emanuel Rose, CEO of Strategic eMarketing and author of Authentic Marketing in the Age of AI, Authenticity: Marketing to Generation Z,  The Social Media Edge, numerous e-books, and children's books.  As a storyteller, marketer, and dubbed by Dan as a Renaissance man, Emanuel brings a unique perspective to the discussion on AI, generational differences in technology adoption, and the future of communication. The conversation touches on the challenges and opportunities presented by AI in marketing and communications, with Emanuel sharing insights on how businesses can start integrating AI into their operations. They discuss the importance of maintaining human creativity in storytelling while leveraging AI tools, and the potential for AI to free up time for more meaningful pursuits. Emanuel and Dan also examine the generational divide in AI adoption, particularly focusing on Gen X and Gen Z, and how different age groups approach new technologies. They consider the impact of screen time on younger generations and the potential long-term effects on communication skills and social interaction. Throughout the episode, Emanuel emphasizes the need for businesses to embrace change and automate processes to remain competitive. He shares practical advice on tools for automation and discusses the concept of "retail-level" AI agents that could revolutionize how we work. This episode offers valuable insights for communicators, marketers, and business leaders looking to navigate the rapidly changing technological landscape. Whether you're an AI enthusiast or skeptic, you'll find food for thought in this engaging discussion about the future of work, creativity, and human interaction in an AI-driven world.   Listen in and hear about... Embracing chaos in an era of rapid technological change Generational differences in AI adoption and digital habits Leveraging AI for content repurposing and brand storytelling Automating mundane tasks to focus on creative pursuits Balancing screen time and digital detox for mental well-being Adapting communication strategies for Gen Z audiences Exploring the future of voice-activated AI assistants   Notable Quotes On Staying Curious: "I just, I follow the rabbit holes and that's kind of what I think is the joy of being a human. And we have access to so much information now, we can learn anything we want. And the secret is to stay curious." - Emanuel Rose [3:41 - 4:05] On AI and Automation: "We're actually able to build, very simply build automations, which maybe not is really AI, but at least we're able to connect things via ZAP and via MAKE and some of these kind of activities." - Emanuel Rose [5:10 - 5:22] On Human Consciousness and Technology: "Our job is not to click buttons any more than it is to swing a hoe. Right. So we have to get out of our Cartesian framework." - Emanuel Rose [9:42 - 9:50] On Generational Differences in Technology Adoption: "The Z's just. They just absorb this stuff and, you know, and then, you know, they were all. All the way down to the alphas. Now they're. You know, they're like 8, 9, 10, that range. And so it's like they're going to absorb it in the same kind of way." - Emanuel Rose [17:23 - 17:35] On the Future of Voice Interaction: "We're very close. I'd say three months. We will have a complete voice activated operating system and be able to do probably 90% of our work by voice." - Emanuel Rose [33:15 - 33:23] On the Role of Humans in AI-Generated Content: "I think the human in the loop is the critical part of this. And it's kind of like, could I have my doppelganger, my video doppelganger, do all my zoom calls for me? Well, yeah, I can. I can do that now." - Emanuel Rose [40:25 - 40:35] On Automation and Work-Life Balance: "Well, I really am thinking about what I can automate. No matter how big of a string of activities, I want to automate all the stuff that is not creative so that I can spend more time playing my guitar and more time meditating and more time taking long walks and maintain the level of professional standards that I have." - Emanuel Rose [49:59 - 50:17] On the Chaos of Technological Change: "I'm enjoying the chaos of the moment. Now hang on. Easy does it. I'm not talking about foreign or domestic affairs or politics. I mean, we live in an age where we simply don't know what's coming. Great for curious people." - Dan Nestle [0:00 - 0:13] On the Potential of AI in Storytelling: "I think it comes down to storytelling, you know, and no, I mean, AI could tell a story. You give it a framework, right? Say, hey, I want you to follow this framework. But is there that innate capability There isn't yet to outpace humans or outdo humans in this idea of storytelling, whether it's creative storytelling or brand storytelling." - Dan Nestle [38:02 - 38:22]   Resources and Links Dan Nestle Inquisitive Communications | Website The Trending Communicator | Website Communications Trends from Trending Communicators | Dan Nestle's Substack Dan Nestle | LinkedIn Dan Nestle | Twitter/X Emanuel Rose Emanuel Rose | Website Strategic eMarketing | Website Books by Emanuel Rose | Website Emanuel Rose | LinkedIn   Timestamped key moments from this episode (as generated by Fireflies.ai)

Frank and Sue break down essential automation strategies that every advisor should implement: -How to streamline client onboarding with automated workflows to save time and reduce human error.-Using automated tracking and email alerts to ensure clients take required minimum distributions on time.-Automating tax document distribution to improve efficiency and avoid last-minute client frustrations.-Why clean, structured data not only improves operations but also increases business valuations in M&A deals.-How automating processes allows your business to not be dependent on one person knowing how to do everything.-Learn how to leverage dashboards and analytics to make informed business decisions that drive profitability. If you're an advisor looking to optimize your back-office operations, this is an episode you don't want to miss! Ready to take your practice to the next level? Contact Sue at suecheema@eliteconsultingpartners.com or reach out to Frank at frank@eliteconsultingpartners.com. Like, subscribe, and leave us a review!

This episode is part of the 8FE (8-figure entrepreneur) series, where we talk to entrepreneurs who have already passed the million-dollar mark. Stuck at 6 or 7 figures? In this episode of Beyond A Million, Brad sits down with Preston Brown to unpack why most entrepreneurs struggle to break the 8-figure ceiling—and what it actually takes to get there. Preston Brown is a highly successful entrepreneur, speaker, and business mentor based in El Paso, Texas. Known for his expertise in scaling and automating businesses, he manages a diverse portfolio of companies that collectively generate over nine figures—more than $200 million—in annual revenue. His ventures span various industries, including real estate and finance. Preston began his entrepreneurial journey while still in college, earning more than his professors and eventually dropping out to focus on building businesses full-time. Preston is celebrated for his innovative approach to business, emphasizing automation and optimization to create sustainable growth. He has mentored hundreds of CEOs and entrepreneurs, helping them scale their companies profitably. In addition to his business achievements, Preston is a sought-after speaker and mentor, sharing insights on entrepreneurship, personal growth, and community impact. In this insight-packed interview, Preston outlines his problem-solving framework and shares the seven stages of entrepreneurship, explaining that each requires different solutions and automation strategies.  Tune in!  — Key Takeaways: 00:00:00 Intro 00:02:20 What 7-figure entrepreneurs are doing wrong  00:05:38 Managing multiple businesses 00:15:40 Automating business processes  00:31:41 Seven stages of entrepreneurship  00:45:00 Focusing on big problems  00:53:23 Preston's problem-solving framework  01:06:39 Private jets and lifestyle  01:24:07 Outro — Additional Resources:

How does a company built on virtual second opinions become a system-wide impact engine? By blending data, empathy, and results—not just tech.In this episode, we explored what it really means to close care gaps—without forcing health systems to adopt yet another "new thing." Scott explained how they plug into existing infrastructures, using a results-based approach that leads to treatment changes in 70% of cases and diagnosis corrections in 25%.From nurse care navigators to global partnerships, Scott breaks down how founders can scale with intention, how AI + white-glove service actually works, and why impact starts with understanding—not assumptions.I've worked in ORs where we knew—if that patient had gotten a diagnosis sooner, they might've lived. That's the cost of inaccessible care. It's not about more innovation; it's about making the innovation reachable.What's one part of your solution that adds friction instead of clarity?Key Points You'll Learn:

Welcome to Episode 85 of the One for the Money podcast! Some of you may remember that best-selling book The Automatic Millionaire. It told readers how to easily become a millionaire with a few simple steps. But in this episode, I'll reveal the sad truth: too many people aren't becoming automatic millionaires because they're spending too much money on automobiles. Yes, cars and trucks are putting the brakes on a better future for many Americans. I'll also share the massive benefit of driving one's car until the wheels come off.In the tips, tricks, and strategies section, I'll share some car-buying tips.In this episode...Automating Savings [1:23]The Financial Impact of Car Ownership [2:04]When Is It Ok to Buy a Nice Car? [6:35]The Automatic Millionaire, written by David Bach, became an international bestseller because it gave us that magical formula for becoming a millionaire. Bach's magic trick? Automating your savings and spending. He basically tells you to set it and forget it. You set up automatic contributions to your 401k or IRA, and it's that easy to be on the road to riches. He even argues that you don't need to be making a six-figure income to become a millionaire—you just need to make sure your savings and spendings are adjusted on autopilot and viola, decades later you reap the rewards.And yet, despite this brilliant advice, millions of people are still missing the automatic millionaire bus, and they're doing it by throwing too much of their money at automobiles. While an automobile is designed to take you places, far too often, it takes owners to a future that is much poorer and less fulfilling than it otherwise could be.Now, you might ask, is car ownership really that impactful? Let's look at the numbers from 2024:Americans owe around $1.655 trillion in auto loan debt. That's right, trillion with a T.Over 80% of new car purchases in 2024 are financed, and the average car payment is $742 for new cars and $525 for used ones. (That's a lot of money that could be used to build wealth instead.)Now, why is this a problem? I mean, cars are cool, right? But here's the thing—unless you're driving a classic car like a 23-window VW van (I can dream), cars lose value. In fact, a new car drops thousands of dollars in value as soon as you drive it off the lot. So, people are paying $525-$747 a month for years... for something that's losing value fast. In fact, over 30% of people with car loans have negative equity, meaning their car is worth less than what they owe. Here is something even scarier: When a car is damaged, such as in a natural disaster, insurance will either pay to repair a car's damage or give the driver a lump sum equal to the value of the car. When the damage is severe, insurers usually choose the lump sum. That means if your car with negative equity is totaled. You will be out of a car and still have money you owe on it. Even when the damage isn't severe, it can still pose a huge financial challenge. An Oct 2024 article from the WSJ featured a 34-year-old gentleman who had noticed the main display screen on his new vehicle would often disappear. The car's backup camera didn't always work, and the car would make a screeching noise when in reverse. He decided to bring the car into a local dealership, hoping to trade it in. Only to have the dealership tell him it was worth roughly $24,000, which was just under half of the roughly $50,000 he still owed on his loan. Now, I should confess that I drive a 15-year-old Toyota Prius that I had purchased used. It's been a great car, and I hope it will continue to be for years to come. My wife's car is 7 years old, and it replaced her 16-year-old car at the time. However, I must also...

Who really succeeds in a changing freight market environment? Find out by listening to Harish Abbott's journey in logistics! Harish explains the impact of innovation and adaptability in the industry's unpredictability, how AI tools transform operational efficiency and enable small businesses to scale without excessive headcount increases, and highlights persistence and learning from failures as crucial aspects of entrepreneurial success!   About Harish Abbott Harish Abbott is the Co-Founder and CEO of Augment, an AI-driven logistics platform transforming freight operations. In 2025, Augment secured $25 million in seed funding led by 8VC to develop its flagship product. Prior to launching Augment, Harish co-founded Deliverr, a fast-growing e-commerce fulfillment platform acquired by Shopify for $2.1 billion in 2022. His career includes pivotal roles at Amazon, where he contributed to building global fulfillment infrastructure. Harish holds degrees from the Indian Institute of Technology Roorkee, the University of Illinois at Urbana-Champaign, and an MBA from Stanford Graduate School of Business.   Connect with Harish Website: https://www.goaugment.com/  LinkedIn: https://www.linkedin.com/in/habbott/ X (Twitter): https://x.com/habbott   

Join us for a powerful conversation about women, wealth, and wielding your influence! Today, certified financial planner Sherry Finkel Murphy, founder of MadrinaMolly, shares with us how she's revolutionizing how women approach their finances and futures. We talk about the cultural narratives, understand the intricacies of risk and opportunity, and learn how to leverage your unique strengths to build a secure and impactful financial legacy. This isn't just another money talk; it's about stepping into your power and creating the future you truly desire. This week's episode 166 of How Women Inspire Podcast is about financial wisdom and building a secure future! In this episode of How Women Inspire Podcast, Sherry Finkel Murphy is sharing the importance of beginning to learn about the details of your financial life at any age and actionable steps you can take right now to handle your money responsibly and plan for your future. Sherry Finkel Murphy is Founder and CEO of MadrinaMolly, LLC, a content community and platform that creates and distributes financial and longevity planning education through powerful storytelling. Sherry is a CERTIFIED FINANCIAL PLANNER® Professional (CFP®,) Chartered Financial Consultant® (ChFC®,) and Retirement Income Certified Professional® (RICP®.) With 40+ years in multiple successful careers, she excels in helping clients fund both retirement and continuous reinvention. Focusing on a cohort of (mostly) women from 40s to 70s, Sherry delivers financial and longevity planning education in easy-to-understand language.Some of the talking points Julie and Sherry go over in this episode include:Balancing risk and safety in your finances using a pie analogy.Automating your savings and investment contributions to ensure consistent growth.The role of community and affinity groups in supporting women's financial education and success.The benefits of investing in venture through a self-directed Roth IRA.Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me!  And don't forget to follow, rate, and review the podcast and tell me your key takeaways!Learn more about How Women Inspire at https://www.howwomenlead.com/podcast CONNECT WITH SHERRY FINKEL MURPHY:LinkedInWebsiteMadrinaMolly™CONNECT WITH JULIE CASTRO ABRAMS:LinkedIn - JulieHow Women LeadHow Women InvestHow Women GiveInstagram - HWLLinkedIn - HWLFacebook - HWL

This is the AI generated discussion of my post, Automating Things We Aren't Doing Anyway.  It's concise and brings a couple of interesting insights.  Enjoy! Here is the link to the original post:   https://partnersinexcellenceblog.com/automating-the-things-we-werent-doing-anyway/

In this episode of The Systematic Leader, I sat down with Jason Bryll of Parable Associates to dive deep into how businesses can leverage structured learning, automation, and data-driven decision-making to improve efficiency and drive growth. 1. Why Systems-Driven Learning Matters Most businesses focus on execution, but structured learning opportunities create long-term success. Jason shared how his company builds intentional learning structures to empower employees and improve client outcomes: Monthly Learning Days – Employees dedicate time to learning skills like SQL or Python.Onboarding Checklists & Training Videos – New hires ramp up faster with customized learning paths.Internal Knowledge Sharing – "Show and Tell" sessions encourage employees to share insights from client projects. Key Takeaway: A culture of learning creates a smarter, more adaptable workforce. 2. Automating the Repetitive: The Power of RPA We also discussed Robotic Process Automation (RPA)—a game-changer for businesses drowning in repetitive tasks. Example: Jason's team automated insurance claim follow-ups for healthcare practices, reducing manual work and freeing up staff for higher-value tasks. 3. Data-Driven Decision-Making Smart leaders don't just collect data—they use it. Jason shared how Parable Associates builds feedback loops to refine their systems: Monthly Executive Leadership Committee (ELC) Meetings – Full-day strategic planning powered by data. Asana for Tracking Agenda Items – Ensures important issues are discussed. Employee Pulse Surveys – Five quick questions every month to gauge team sentiment. Key Takeaway: Reviewing data consistently leads to smarter business decisions. 4. Content as a System: Turning Knowledge into Assets Another key topic? Using structured content marketing to improve client engagement and training. Custom training videos – Used for internal learning and as a value-add for clients. Monthly blog performance reviews – Analyzing read counts and engagement to refine content strategy. Exploring a YouTube channel – Jason is considering a healthcare operations and data management content hub. Key Takeaway: Content isn't just marketing—it's a business asset. Learn more about Jason Bryll over at Parable Associates. You can also connect with him on LinkedIn.  You can get the Magnetic Systems Method (and other systems guides) to find issues before they become expensive problems. As always, if you have any questions or want to submit an amazing guest for the podcast, just reach out to me on the Systematic Leader website, and I'll do my best to get them on. If you enjoy the interview, please take 30 seconds to rate the Systematic Leader podcast on your favorite platform. Thanks!

"Automating those healthy habits is essential." - Chris BurgessChris Burgess is the creator of the app Affili-Fit, which creates custom workout and diet plans for its users. We talked about what led him to create this app, how it sets itself apart in that market, and how he's working with employers to use the app for employee wellness programs. Chris never intended to start an app, and he shares what the experience has been like from initial idea, to taking on investment, and now expanding in different markets. We talked about the psychology behind paid vs. free apps, what he sees as the future for Afiili-Fit, and how it's found success with its users.Tune in this week to learn about a fitness and diet app for employee wellness!Chapters:00:00:00 A Fitness And Diet App For Employee Wellness | with Chris Burgess00:06:07 Chris's Construction Background00:21:32 Automated Meal Planning/Nutrition App00:31:26 Using AI To Help Build Meal Plans00:37:29 Helping Users Meet Their Health Goals00:48:35 How Affilifit Can Be Used For Employee Wellness01:06:09 Employer-Sponsored Fitness PlansKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/Key Words: Construction, Nutrition App, Affilifit, Meal Planning, Employee Wellness, Custom Workout, diet app, exercise app, fitness app, wellness, diet, nutrition, fitness, exercise, chris burgess, spencer smith, podcast, healthcare, health insurance, self funded, selffunding, self funded health insurance, self funded insurance#Construction #NutritionApp #Affilifit #MealPlanning #EmployeeWellness #CustomWorkout #dietapp #exerciseapp #fitnessapp #wellness #diet #nutrition #fitness #exercise #chrisburgess #spencersmith #podcast #healthcare #healthinsurance #selffunded #selffunding #selffundedhealthinsurance #selffundedinsurance

This week, Jeanette sits down with systems strategist and nonprofit pro, Stephanie Sloan, to talk about the power of systems, structure, and SOPs for CEOs who are ready to scale without chaos. If you're constantly putting out fires, reinventing processes, or feeling like your team can't move without you, this episode is your roadmap to clarity. Delegation isn't about losing control—it's about building systems that allow your team to thrive. Stephanie shares her own journey from burnout to breakthrough, and how trusting God and trusting systems helped her support mission-driven leaders with sustainable strategies.

Episode Topic: Fatemeh Nikayin, Co-founder and CEO of Rivero AG, joins PayPod to reveal how AI-powered solutions are transforming how banks manage payment disputes. She shares how building trust, minimizing customer distress, and enabling lightweight innovation are critical for modern fintech success. Lessons You'll Learn: How protecting customer data unlocks bank adoption, why customer dispute experiences can determine brand loyalty, and why AI needs to be applied differently in regulated industries like finance. About Our Guest: Fatemeh Nikayin is the Co-founder and CEO of Rivero AG, a fintech company helping banks modernize the payment dispute process using AI and rule-based automation. Fatemeh has deep experience working within financial services and studied Internet of Things platforms at the PhD level, giving her a unique perspective on platform adoption, customer experience, and privacy-centric innovation. Topics Covered: Why SaaS for banks must prioritize data sovereignty   The growing strategic importance of payment operations   How customer disputes can become trust-building opportunities   Applying AI carefully: rule-based vs. LLMs in fintech   Challenges of modernizing banks with legacy systems   How payment dispute handling differs across regions

AI is reshaping the cybersecurity battlefield, and cyber adversaries are getting smarter. In this episode, Ron Eddings welcomes Andrey Suzdaltsev, Co-Founder and CEO of Brightside AI, for a look into the evolution of social engineering, AI's role in personalized phishing, and how Brightside is turning the tables with automation and human-centric protection. From offensive AI simulations to family-inclusive cyber safety, Andrey shares how his team secures both professional and personal perimeters before cybercriminals can strike.   Impactful Moments 00:00 Cyber criminals get a theatrical glow-up 01:47 AI models + personal data = mass fraud 03:42 Brightside's 3-part solution explained 07:32 Why security must get personal 11:16 Ron's reaction to Brightside's realism 13:16 AI research tools now used by hackers 19:33 Why deepfake detection may fail 15:16 Automating attacks with AI agents 37:34 Protecting families = smarter security 41:56 Brightside's vision for defending human risk   Links Connect with our guest, Andrey Suzdaltsev: https://www.linkedin.com/in/ndrey Learn more about Brightside: www.brside.com Check out our upcoming events: https://www.hackervalley.com/livestreams Join our creative mastermind and stand out as a cybersecurity professional: https://www.patreon.com/hackervalleystudio Love Hacker Valley Studio? Pick up some swag: https://store.hackervalley.com Continue the conversation by joining our Discord: https://hackervalley.com/discord Become a sponsor of the show to amplify your brand: https://hackervalley.com/work-with-us/

QFF: Quick Fire Friday – Your 20-Minute Growth Powerhouse!   Welcome to Quick Fire Friday, the Grow A Small Business podcast series that is designed to deliver simple, focused and actionable insights and key takeaways in less than 20 minutes a week.   Every Friday, we bring you business owners and experts who share their top strategies for growing yourself, your team and your small business. Get ready for a dose of inspiration, one action you can implement and quotable quotes that will stick with you long after the episode ends!   In this episode of Quick Fire Friday, host Amanda Jones interviews Nathan McGrath, founder of Outside The Square Accounting, Nathan shares his experience as a small business owner and highlights the importance of anticipating future needs and automating finances for success. He advises businesses to seek the right advice early and focus on forward planning rather than dwelling on past issues. McGrath also touches upon key financial documents like the balance sheet and forecast, and the value of open communication with an accountant without fear of judgement. Key Takeaways for Small Business Owners: Don't Delay, Get Advice Early: Successful businesses seek the right advice before making decisions—not after. Engage your accountant early to help you anticipate challenges and opportunities.   Automate Your Finances: Save time and reduce errors by automating financial reporting and processes. Let important insights land in your inbox without lifting a finger.   Know Your Numbers Weekly: Spend at least 15 minutes a week reviewing your financials—especially actuals vs. forecasts. This keeps you aligned and helps you catch issues before they escalate. Our hero crafts outstanding reviews following the experience of listening to our special guests. Are you the one we've been waiting for? Financial Documents That Matter: Focus on the balance sheet (your GPS), a forecast (your roadmap), and track ATO and super obligations. These provide clarity and prevent future surprises.   Your Financial Data is Just Facts – No Shame: Don't fear judgment over debt or messy records. A great accountant sees these as facts to work with—not flaws to criticize. The goal is solutions, not shame.   Use Tools That Talk to Each Other: When choosing software, ensure it integrates well with your existing systems. Time-saving connections—like syncing customer info across tools—can be game-changers. One action small business owners can take: One action small business owners can take, according to Nathan McGrath, is to start forecasting now. Rather than only reflecting on past performance, looking ahead with a simple financial forecast helps anticipate tax obligations, manage cash flow, and make smarter business decisions with confidence. Do you have 2 minutes every Friday? Sign up to the Weekly Leadership Email. It's free and we can help you to maximize your time. Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.

A week after OpenAI's o3/o4-mini volleyed with Google's Gemini 2.5 Flash, I sat down with Arvind Jain— ex-Google search luminary, Rubrik co-founder, and now CEO of Glean —just as his company released its agentic reasoning platform and swirled with rumors of a new round at a $7 billion valuation. We open on that whirlwind: why the model race is accelerating, why enterprises still gravitate to closed models, and when open-source variants finally take over. Arvind argues that LLMs should “fade into the background,” leaving application builders to pick the right engine for each task.From there, we trace Glean's three-act arc—enterprise search powered by transformers (2019), retrieval-augmented chat the moment ChatGPT hit, and now agents that have already logged 50 million real actions inside Glean enterprise customers. Arvind lifts the hood on permission-aware ranking, tool-use orchestration, and the routing layer that swaps Gemini for GPT on the fly. Along the way, he answers the hard questions: Do agents really double efficiency? Where's the moat when every startup promises the same? Why are humans still in the review loop, and for how long?The conversation crescendos with a vision of work where every employee is flanked by a team of proactive AI coworkers—all drawing from a horizontal knowledge layer that knows the firm's language better than any newcomer. If you want to know what's actually working with AI in the enterprise, how to build agents that deliver ROI, and what the next era of work will look like, this episode is packed with specifics, technical insights, and bold predictions from one of the sharpest minds in the space.GleanWebsite - https://www.glean.comX/Twitter - https://x.com/gleanaiArvind Jain LinkedIn - https://www.linkedin.com/in/jain-arvindX/Twitter - https://x.com/jainarvindFIRSTMARKWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCapMatt Turck (Managing Director)LinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturck(00:00) Intro & Glean's $7B valuation rumor (02:01) The AI model explosion: open vs. closed in the enterprise (06:19) Why enterprises choose open source AI (and when) (10:33) The agent era: what are AI agents and why now? (12:41) Automating business processes: real-world agent use cases (16:46) Are we there yet? The reality of AI agents in 2025 (19:24) Glean's origin story: reinventing enterprise search (26:38) Glean agents: from apps to agentic platforms (31:22) Horizontal vs. vertical: Glean's strategic platform choice (34:14) How Glean's enterprise search works (39:34) Staying LLM-agnostic: integrating new AI models (42:11) The architecture of Glean agents: tool use and beyond (43:50) Data flywheels and personalization in Glean (47:06) Moats, competition, and the future of work with AI agents

Dan Lorenc is the Co-founder and CEO of Chainguard, the safe source for open source.The internet runs on free, open source software. But as its risen in popularity, its become the latest attack point targeted by hackers and nation states.This conversation with Dan gets into the history of open source software, cloud computing, Linux, the software supply chain, how AI will impact it, and what the next big cyber attack will look like.Dan is an engineer, but he also loves sales and go-to-market. We unpack how Chainguard went from zero to 150 customers and a $40m ARR in two years.Chainguard just announced a $350 million Series D led by Kleiner and IVP, and Dan unpacks the round, plus shares his secret methodology for valuing the company.A big thank you to Dan's Co-founder Kim Lewandowski, to Clay Fischer @ Spark, Bogomil Balkansky & Andrew Reed @ Sequoia, and Tom Loverro @ IVP for their help brainstorming topics for Dan.Thanks to Numeral for supporting this episode, the end-to-end platform for sales tax and compliance. Try it here: https://bit.ly/NumeralThePeelTimestamps:(3:26) A safe source for open source(4:57) The software supply chain(7:19) Can you trust open source code with contributors in Russia?(9:43) Malware attack that almost took down the entire internet(12:40) What the next big cyber attack will look like(15:12) How will AI impact the software supply chain(17:53) The history of cloud computing(21:42) Why all cloud computing runs on Linux(23:16) How Linux + Linux distros work(29:28) Automating open source security(32:43) Chainguard roadmap: Libraries and VMs(36:40) Focusing on FedRAMP(42:44) Impact of DOGE(44:06) Zero to $40m ARR in two years(45:40) Learning to love sales as a technical founder(47:24) Lessons from Frank Slootman(51:15) How to create urgency in sales(53:16) How to build a sales team(58:23) Hiring Ryan Carlson from Wiz & Okta(1:01:45) Inside Chainguard's $350m Series D(1:07:41) Vibe coding + Dan's software stack(1:09:51) Cutting his hair in front of the entire company(1:10:27) Wearing a different suit to each board meeting(1:12:32) Bogomil, world's best SDRReferencedCheck out Chainguard: https://www.chainguard.dev/Jobs at Chainguard: https://www.chainguard.dev/careersPrior episode with Dan: https://www.youtube.com/watch?v=AC4cOJ9n_Z8Linux Origin Email: https://www.reddit.com/r/linux/comments/mmmlh3/linux_has_a_interested_history_this_is_one_of/The Qualified Sales Leader: https://www.amazon.com/Qualified-Sales-Leader-Proven-Lessons/dp/0578895064Julius, AI data analysis: https://julius.ai/Claude Code: https://www.anthropic.com/claude-codeWorld's best SDR: https://x.com/BogieBalkansky/status/19132697148828143502025 Chainguard Assemble Keynote: https://www.youtube.com/watch?v=adfU9LJg3I0Follow DanTwitter: https://x.com/lorenc_danLinkedIn: https://www.linkedin.com/in/danlorenc/Follow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/

#360 What if your creative side hustle could fund your freedom and run itself while you explore the world? In this episode hosted by Kirsten Tyrrel, we're joined by Christina Umerez, a digital nomad who built a successful Etsy print-on-demand business that now supports her travel-filled lifestyle. Christina shares how she went from custom pet portraits to simple sweatshirt designs that generate passive income on autopilot. She walks us through her step-by-step research strategy, explains why Etsy is the perfect beginner platform, and reveals how she scaled her store while outsourcing nearly everything. Whether you're crafty or just clever with words, this episode proves you don't need design experience — or even inventory — to start building a business that works while you play! What we discuss with Christina: + From pet portraits to passive income + Why simple designs sell best + Etsy vs. Shopify for beginners + Niching by product vs. audience + Importance of mockups and visuals + How to research winning products + Balancing evergreen vs. seasonal items + Tips for getting first Etsy reviews + Setting up your store for success + Automating with print-on-demand tools Thank you, Christina! Check out CUOnline at CUOnline.ca. Follow Christina on TikTok and YouTube. Watch the video podcast of this episode! And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Join me as I chat with Niels Klement, CMO of Perspective, we discuss how agencies are building highly profitable productized services using AI. He explains that the most successful approach involves focusing on a specific industry niche, creating a repeatable funnel template that delivers consistent results, and using AI to automate fulfillment. The discussion covers funnel optimization techniques, the importance of mobile-first design, and how interactive elements like quizzes significantly improve conversion rates.Timestamps:00:00 - Intro01:44 - Overview of productized services and funnel building03:21 - How to build a niche-focused service07:59 - Implementation of funnel templates and ads11:10 -  Funnel Strategies in 202514:43 - How to make a great VSL18:54 -  Funnel Strategies in 2025 pt221:05 - Where to use funnels23:51 - Demonstration of Perspective funnel building29:48 - Using funnels to validate startup ideasBuild your next sales funnel: https://try.perspective.co/4i8i3dkviavyKey Points:• Agencies are building highly profitable productized services ($10K-100K/month) by focusing on specific niches and using AI and funnel tools like Perspective• The most successful agencies target industries that aren't tech-savvy and focus on business-critical services like recruiting and lead generation• High-converting funnels use interactive elements, personalization, and quiz formats to achieve 26-28% conversion rates on cold traffic• AI can automate much of the service delivery, allowing small teams or solo founders to scale to significant revenue1) The Productized Service RevolutionAgencies are shifting from service-heavy to product-heavy models using AI + automation.Some are scaling to $1M/MONTH with 80% profit margins by:• Targeting specific niches (bakeries, lawyers, etc)• Delivering business-critical results• Using ONE killer funnel templateThe best part? You can run this with just 1-2 freelancers + AI agents.2) The Two Most Profitable Service ModelsAcross thousands of agencies using Perspective, two business models consistently outperform:A) RECRUITING FUNNELSHelp businesses find talent through automated systemsB) LEAD GENERATION FUNNELSDeliver qualified prospects to businesses3) The "One Funnel, Sell Twice" StrategyThe most successful agencies:• Pick ONE industry (preferably not tech-savvy)• Create ONE funnel template that delivers results• Use AI to customize it for each client• Automate fulfillment with AI agentsTop agencies in Perspective convert at 26-28% on COLD traffic! 4) What Makes High-Converting Funnels Work?The best performing funnels focus on:• SPEED: Pages loading less than 1 second convert 2.5X better• INTERACTIVITY: Quiz elements that create engagement• PERSONALIZATION: Tailoring content based on responses• CONSISTENCY: Matching ad messaging to landing pageThese elements create a "dopamine hit" similar to social feeds.5) The VSL (Video Sales Letter) FrameworkFor creating high-converting video content:• Focus intensely on the HOOK (first 5 seconds)• Provide genuine EDUCATION and value• Show PROOF that builds credibility• Create a natural progression to the OFFER6) How To Build Your First FunnelThe process is simpler than you think:1. Start with a mobile-first approach (95% of paid social traffic is mobile)2. Use quiz elements to qualify leads3. Personalize follow-up based on responses4. A/B test continuously (Perspective makes this easy)7) The Startup Validation Strategy1. Build an audience on social2. Create a funnel to test messaging3. Send organic traffic to validate4. Collect quiz data to understand pain points5. THEN build your productKEY TAKEAWAY:The future of services is PRODUCTIZED.With tools like Perspective + AI, you can build a highly profitable, low-overhead business by:• Focusing on one niche• Delivering one critical result• Using one killer funnel• Automating with AILCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/BoringAds — ads agency that will build you profitable ad campaigns http://boringads.com/BoringMarketing — SEO agency and tools to get your organic customers http://boringmarketing.com/Startup Empire - a membership for builders who want to build cash-flowing businesses https://www.startupempire.coFIND ME ON SOCIALX/Twitter: https://twitter.com/gregisenbergInstagram: https://instagram.com/gregisenberg/LinkedIn: https://www.linkedin.com/in/gisenberg/FIND NIELS ON SOCIALInstagram: https://www.instagram.com/nielsklementLinkedIn: https://www.linkedin.com/in/nielsklement/

We're on the road to RSAC 2025 — or maybe on a quantum-powered highway — and this time, Sean and I had the pleasure of chatting with someone who's not just riding the future wave, but actually building it.Marc Manzano, General Manager of the Cybersecurity Group at SandboxAQ, joined us for this Brand Story conversation ahead of the big conference in San Francisco. For those who haven't heard of SandboxAQ yet, here's a quick headline: they're a spin-out from Google, operating at the intersection of AI and quantum technologies. Yes — that intersection.But let's keep our feet on the ground for a second, because this story isn't just about tech that sounds cool. It's about solving the very real, very painful problems that security teams face every day.Marc laid out their mission clearly: Active Guard, their flagship platform, is built to simplify and modernize two massive pain points in enterprise security — cryptographic asset management and non-human identity management. Think: rotating certificates without manual effort. Managing secrets and keys across cloud-native infrastructure. Automating compliance reporting for quantum-readiness. No fluff — just value, right out of the box.And it's not just about plugging a new tool into your already overloaded stack. What impressed us is how SandboxAQ sees themselves as the unifying layer — enhancing interoperability across existing systems, extracting more intelligence from the tools you already use, and giving teams a unified view through a single pane of glass.And yes, we also touched on AI SecOps — because as AI becomes a standard part of infrastructure, so must security for it. Active Guard is already poised to give security teams visibility and control over this evolving layer.Want to see it in action? Booth 6578, North Expo Hall. Swag will be there. Demos will be live. Conversations will be real.We'll be there too — recording a deeper Brand Story episode On Location during the event.Until then, enjoy this preview — and get ready to meet the future of cybersecurity.⸻Keywords:sandboxaq, active guard, rsa conference 2025, quantum cybersecurity, ai secops, cryptographic asset management, non-human identity, cybersecurity automation, security compliance, rsa 2025, cybersecurity innovation, certificate lifecycle management, secrets management, security operations, quantum readiness, rsa sandbox, cybersecurity saas, devsecops, interoperability, digital transformation______________________Guest: Marc Manzano,, General Manager of the Cybersecurity Group at SandboxAQMarc Manzano on LinkedIn

Send me a DM "GROW" on IG ⁠instagram.com/jenniferjadealvarez⁠ to get your FREE copy of The Ultimate Salon Growth Blueprint: Systems, Sales, and Scaling for SuccessMYA- Lead Generation Quiz https://joinmya.com/meetings/hannah-kipp/mya-virtual-tour-jennifer-alvarez Use code JA2FREE for 2 months free Join the free Facebook group to join like minded beauty pros! ⁠www.Facebook.com/groups/salonandsuitebusiness⁠In this episode of the Beauty Business Game Changer podcast, Jennifer Alvarez explores the essential components of a successful salon business. She discusses the importance of understanding the client journey, from the initial online interaction to the first visit and beyond. Key strategies for improving client retention, enhancing the customer experience, and utilizing effective systems and tools are highlighted. The episode emphasizes the significance of timely responses, personalized follow-ups, and the role of KPIs in measuring success.TakeawaysSalon owners often feel frustrated when clients don't rebook.The client journey begins online, not in the salon chair.Speed to lead is crucial for converting inquiries into clients.Automating client intake can enhance the experience.The first visit is a make-or-break moment for retention.Consultations should be seen as sales conversations.Rebooking rates significantly impact client retention.Post-appointment follow-ups are essential for loyalty.Tracking KPIs helps identify areas for improvement.Building intentional systems is key to client retention.Chapters00:00 Introduction to Client Retention Challenges02:31 Understanding the Client Journey06:55 The Importance of First Impressions13:52 Maximizing the First Visit Experience24:14 Post-Appointment Strategies for Retention31:37 Introduction to Game-Changing Strategies32:08 Empowering Beauty Entrepreneurs32:36 Joining the Elevate Mastermind Community

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This episode features an interview with Jenny Force, VP of Global Demand Generation at Meltwater, a company with a suite of solutions that spans media, social, consumer, and sales intelligence. Jenny discusses her experience launching the company's first big summit, as well as the work they have done to automate their inbound process to maximize each MQL.Key Takeaways:Launching a new big initiative and then proving ROI to the executive team requires careful positioning and careful measurement against KPIs.Automating the process for inbound leads through tech removes manual human intervention and puts the sellers into positions where they can do their job at a more impactful level.Imbuing campaigns with humor, while a little scary, can cause a big lift in engagement.Quote: We've been really investing and not just spending more money to get more MQLs. It's making, not to sound cliche, but every MQL count. It's about automating the process. Here at Meltwater, we're a 20-year-old company, we're very sales-centric and there's a lot of energy that used to be put behind outbound. So, it was changing the narrative around inbound. Until we totally make this change as a business where everyone in the business is shouting to get an inbound lead and are super excited about it, it's how can I get every single lead responded to in under an hour without any delays? And it's been a bit of a journey to put the right tech in place to automate those processes that we can, take out that manual human intervention and then put the sellers into the business so they can actually sell. So, I've got some tech around instant meeting scheduling, self-serve demos, a conversational email that we've put in. And honestly, I feel like that has already had such an impact on our conversion rates. I wouldn't get rid of it.Episode Timestamps: *(06:03) The Trust Tree: Improving inbound efficiency and increasing deal velocity*(14:32) The Playbook: Launching a summit and investing in automation *(45:53) The Dust Up: Changing inbound KPIs to get a seat at the table *(49:30) Quick Hits: Jenny's quick hitsSponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Jenny on LinkedInLearn more about MeltwaterLearn more about Caspian Studios

Today's show: Jason and Alex dive into the startup world's latest chaos — from Nasdaq's slide and Trump's tariffs to Klarna's IPO pause and Rippling's $16B target. They break down what founders really need to know: tightening CIO budgets, longer sales cycles, but easier hiring. Plus, TikTok's ban gets another delay (with Bezos possibly lurking?). In Office Hours, they chat with two sharp founders: Luke Belbina from PodEngine, who's building AI for podcasters and doubling revenue, and David Moscatelli from Abacus, who's bringing secure, on-prem AI to banks and just hit $1M ARR. Don't miss it!