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Presented by Material Security: We protect your company's most valuable materials -- the emails, files, and accounts that live in your Google Workspace and Microsoft 365 cloud offices. Three Buddy Problem - Episode 72: We unpack Anthropic's conflicting self-promotion around the “first AI-orchestrated cyberattack” using Claude Code and the future of automated APT attacks. Plus, Chinese cyber vendor KnownSec falls victim to data breach, fresh accusations that the U.S. stole billions in Bitcoin, Amazon warning about Cisco/Citrix zero-days, Google's new Private AI Compute and Microsoft kernel zero-day marked as "actively exploited." Cast: Juan Andres Guerrero-Saade (https://twitter.com/juanandres_gs), Ryan Naraine (https://twitter.com/ryanaraine) and Costin Raiu (https://twitter.com/craiu).
Ben Brady, CEO of Harcourts Auctions, sits down with Sean Uyehara, Area Manager of Geneva Financial, to unpack one of the most powerful — and overlooked — mortgage strategies available today: the First Lien HELOC.Sean explains how this product, widely used in Australia but still emerging in the U.S., allows homeowners to pay off their mortgages in 3–7 years instead of 30. He breaks down exactly how it works, who it's for, and why it's fundamentally changing the way people think about homeownership and liquidity. You'll learn how this approach turns your home equity into a powerful financial tool — letting you access capital, avoid unnecessary interest, and build wealth faster without changing your lifestyle.The conversation then shifts to social media, where Sean shares how he's built a 90% lead-generating business through TikTok and Instagram. From posting 100 videos fast to using TikTok's content-gap insights, he reveals the repeatable framework that took his brand from invisible to over 2 million monthly views. If you've ever wondered how to mix financial innovation with content consistency, this episode delivers both the blueprint and the mindset.Timestamps & Key Topics[00:00:00] – What is the First Lien HELOC and why it's popular abroad[00:02:00] – How it helps homeowners pay off mortgages 25 years early[00:04:00] – Who it's for (and when it doesn't work)[00:06:45] – Turning your home equity into a self-financing tool[00:08:30] – Liquidity, access to capital, and financial freedom[00:10:00] – Avoiding debt traps and budgeting for success[00:11:45] – Real-world examples of payoff timelines[00:14:00] – Sean's social media playbook for loan officers & agents[00:16:10] – The “100 Video Rule” and content-gap strategy[00:19:00] – Automating your posting across 6+ platforms[00:21:00] – Converting leads through comments, DMs & drip campaigns[00:22:40] – The connection between niche content and massive traction
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We trust leaders for their authenticity, so what happens when their words are written by AI?In this solo episode, host and Content 10x founder Amy Woods reflects on her recent conversation with Ash Jones, founder of Great Influence and Great Leaders, and explores a new twist in the world of personal branding - the rise of AI tools that promise to “do it all” for you.Shortly after the conversation with Ash, Amy came across a LinkedIn post promoting an AI platform that claims to study a CEO's tone of voice, create their content, and even comment on posts on their behalf.It raised an important question if your personal brand isn't personal anymore… what's left?AI can make content faster. But leadership visibility isn't about speed, it's about sincerity.In this episode, Amy shares her thoughts on where AI fits into personal branding, and where it doesn't, plus how leaders and companies can balance efficiency with authenticity.Find out:Why fully automating your personal brand completely misses the pointThe difference between human-supported and AI-generated leadership contentThe risks of outsourcing your voice completely and how to keep your leadership voice authentic, original, and humanWhere AI can play a useful role in the creative processImportant links & mentions:Blog post: https://www.content10x.com/344Why Smart Companies Are Investing in Their Leaders' Personal Brands with Ash Jones: https://www.content10x.com/343What Should You Use AI in Content Marketing (And When You Should Avoid It)? https://www.content10x.com/when-to-use-ai-in-content-marketing/AI in B2B Marketing: What's Working, What's Failing and What's Next: https://www.content10x.com/340Amy on LinkedIn: https://www.linkedin.com/in/amywoods2/Content 10x: https://www.content10x.com/Amy's book: www.content10x.com/book (Content 10x: More Content, Less Time, Maximum Results)Amy Woods is the CEO and founder of Content 10x, a creative agency that provides specialist content strategy, creation and repurposing support to B2B organizations.She's also a best-selling author, hosts two content marketing podcasts (The Content 10x Podcast and B2B Content Strategist), and speaks on stages all over the world about the power of content marketing.Join thousands of business owners, content creators and marketers and get the latest content marketing tips and advice delivered straight to your inbox every week https://www.content10x.com/newsletter
In this Building Better Foundations episode, hosts Rob Broadhead and Michael Meloche continue their conversation with Greg Lind, founder of Buildly and OpenBuild. They explore how automating quality in software development changes the way teams build and test software. Greg explains that AI and automation can improve collaboration and prevent errors before they happen. As a result, teams can deliver code faster, maintain consistency, and build stronger foundations for long-term success. Greg's experience across startups and open-source projects has shown him one simple truth: quality can't be bolted on at the end—it must be built into the process from the start. "QA often gets left until the end. But it has to start from the developer." — Greg Lind About the Guest — Greg Lind Gregory Lind is an American software developer, author, and entrepreneur with over 20 years of experience in open-source innovation, software efficiency, and team transparency. He's the founder of Buildly in Brooklyn and co-founder of Humanitec in Berlin, helping organizations modernize systems through collaboration and automation. A frequent speaker at Open Gov and Open Source conferences, Greg advocates for open, scalable solutions and smarter software processes. His upcoming book, "Radical Therapy for Software Teams" (Apress, 2024), explores how transparency and AI can transform how teams build software. Automating Quality Starts with Developers Greg explains that every developer should think like a QA engineer. Testing isn't something done after code is written—it's something built into how code is written. He stresses that developers should write unit tests early and often, focusing on verifying object-level functionality rather than simply checking UI forms or user flows. QA should then expand from there, building additional layers of testing as complexity grows. "I learned that I need to think like a QA person from the very beginning." — Greg Lind By shifting QA upstream, teams reduce rework, accelerate release cycles, and improve code confidence. Automating Quality in Software Development Across the Pipeline At Buildly, Greg and his team integrate testing automation into every stage of the development pipeline. Tools like Robot Framework and Selenium handle both front-end and API-level testing, while Git pre-commit hooks ensure tests are written before code even reaches the repository. "You have to make sure those tests have already been written. If there isn't a test, it pulls it back and says, 'make sure that you have your test in before you check it in.'" — Greg Lind This system ensures that developers can't skip testing—and that QA has visibility into every build. It's a workflow that blends accountability with automation, reinforcing a culture where quality is everyone's job. AI's Role in Continuous Improvement Greg sees AI as a critical ally in maintaining software quality at scale. Rather than replacing QA engineers, AI helps automate the tedious parts of the process—like generating basic test cases, reviewing commits, or spotting missing standards in pull requests. "I don't mean to put that out there as a replacement for QA in any way. Developers need to be in the process, and QA are developers as well." — Greg Lind AI's ability to analyze large volumes of commit history and testing data helps teams identify trends, recurring issues, and areas for improvement. This frees human testers to focus on strategic validation, exploratory testing, and creative problem-solving. Transparency, Collaboration, and Learning Another major theme Greg highlights is transparency. Buildly's AI-driven summaries and automated reports make quality metrics visible to everyone on the team—developers, product managers, and QA alike. "It's not about who wrote the bad test—it's a learning process. Every pull request is an opportunity to make the code better." — Greg Lind This openness removes blame from the process and instead encourages collaboration and improvement. Code reviews become opportunities to mentor, learn, and evolve—not just check boxes. Evolving Agile for the AI Era As Rob and Michael point out, Agile principles still apply—but the implementation must evolve. Traditional sprint structures don't always fit AI-accelerated environments. Greg agrees, noting that the key is flexibility: adapt the process, automate what you can, and always look for ways to improve. "You don't have to be a slave to what you think the process is. Agile literally tells you—adjust it as your team and your project evolve." — Rob Broadhead Automation and AI are simply the latest tools in that evolution—helping teams move faster, collaborate better, and keep quality at the core of every release. Final Thoughts on Automating Quality in Software Development Greg Lind's insights in this episode reinforce a powerful truth: automating quality isn't about replacing people—it's about empowering them. When developers, QA, and AI systems work together, software development becomes a continuous cycle of improvement, learning, and trust. As teams embrace automation and transparency, they don't just ship faster—they build stronger, smarter, and more sustainable software foundations. Stay Connected: Join the Developreneur Community We invite you to join our community and share your coding journey with us. Whether you're a seasoned developer or just starting, there's always room to learn and grow together. Contact us at info@develpreneur.com with your questions, feedback, or suggestions for future episodes. Together, let's continue exploring the exciting world of software development. Additional Resources Boost Your Developer Efficiency: Automation Tips for Developers Automating Your Processes Automating Solutions – Solve First, Then Perfect Building Better Foundations Podcast Videos – With Bonus Content
Intercom co-founder and CSO Des Traynor joins OPTO Sessions to unpack the company's AI-first shift and Fin, the 27-part AI customer service agent that delivers better, faster answers up to 94% of the time.-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.
Ross sits down with Josh Spilker, Content Marketing & SEO Lead at AirOps, to unpack the rise of the content engineer — what it means, why it matters, and how it's reshaping SEO and content operations. They dive into Ryan Law's critique, hybrid-AI workflows, org-chart ownership, automation opportunities, and why Josh believes AI doesn't kill content — it rewires strategy. Plus: the “context librarian” concept, content refresh automation, spotting slipping queries, using multiple models together, and avoiding low-quality AI traps. Show Notes: 0:08 – What is a “content engineer” and why the role is emerging 1:17 – How content engineering evolved from early UX concepts 2:13 – Who fits best in this role: writers, SEOs, or automation pros? 3:39 – Ryan Law's critique: “I wouldn't hire a content engineer” 4:51 – Internal linking as a powerful semi-automated workflow 5:56 – From manual outlines to AI-assisted research and briefs 6:48 – Balancing AI workflows and human-led quality control 7:24 – Why “Director of Automation” might better describe the role 8:35 – Who should lead content automation inside organizations 9:15 – AI text generation vs. hybrid workflows: what's really working 10:38 – The limits of pure AI content and why oversight matters 11:19 – How AirOps customers use hybrid models for scale 12:01 – Using multiple models (ChatGPT, Claude, Perplexity) together 13:02 – The “7% of AI pages” debate and Patrick Stox's counter-data 14:19 – How editorial standards and compliance shape AI adoption 15:23 – “AI doesn't kill content — it rewires strategy” 16:15 – Refresh workflows: detecting pages and queries that slip 17:18 – Where content engineers fit in the org chart today 18:16 – The rise of the “context librarian” for brand knowledge bases 19:19 – Combining brand governance with AI-driven workflows 20:21 – How automation can unify voice and style across teams 21:32 – Why AI helps close the creative gap faster, not replace writers 22:29 – Teaching non-engineers to think like product builders 23:19 – Breaking down creative processes into repeatable systems 24:07 – Turning everyday editorial routines into structured workflows 25:08 – Automating meeting summaries and reporting emails 26:12 – Using AI to surface key quotes and podcast clip highlights 27:17 – “Transformation content”: repurposing, summarizing, clipping 28:13 – AirOps' content strategy: optimization, refresh, iteration 29:04 – Refresh workflows tied to GSC data and ranking drops 30:33 – Risks of shallow “freshness updates” and engagement metrics 31:47 – How informed SEOs make the best use of AirOps workflows 32:07 – Why fundamentals matter before scaling with AI tools 33:02 – Barry Bonds analogy: AI only helps pros with solid foundations 34:15 – Automating backlink outreach with contextual relevance 35:34 – Why personalization still wins over high-volume outreach 36:17 – The balance between automation and editorial craft 37:11 – Where to find Josh's webinars, reports, and AirOps resources Josh Spilker on LinkedIn: https://www.linkedin.com/in/joshspilker AirOps: https://www.airops.com AirOps Webinars: https://www.airops.com/categories/events Ahrefs Post (Ryan Law): https://ahrefs.com/blog/i-wouldnt-hire-a-content-engineer Patrick Stox Response: https://www.linkedin.com/posts/patrickstox_im-sure-youre-all-seeing-the-study-saying-activity-7385017156213788672-5srr Subscribe today for weekly tips: https://bit.ly/3dBM61f Listen on iTunes: https://podcasts.apple.com/us/podcast/content-and-conversation-seo-tips-from-siege-media/id1289467174 Listen on Spotify: https://open.spotify.com/show/1kiaFGXO5UcT2qXVRuXjsM Listen on Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9jT3NjUkdLeA Follow Siege on Twitter: http://twitter.com/siegemedia Follow Ross on Twitter: http://twitter.com/rosshudgens Directed by Cara Brown: https://twitter.com/cararbrown Email Ross: ross@siegemedia.com #seo | #contentmarketing
In this week's Financial Planning Thursday on Wealth Coffee Chats, Alex dives into one of the most overlooked yet powerful habits for financial success - budgeting with consistency. Far from a boring spreadsheet exercise, Alex reframes budgeting as a mindset shift that helps you take control of your money, invest intentionally, and create long-term wealth. He explains why so many people feel they “don't have any spare funds,” how lifestyle creep silently eats away at savings, and why the key is to pay yourself first — even if it's just $50 a week. By setting up automatic transfers, treating savings and investments like non-negotiable expenses, and staying consistent, you can transform small efforts into serious financial momentum. Alex also shares real client insights showing how disciplined budgeting led to impressive portfolio growth and peace of mind. Whether you're just starting out or want to refine your strategy before the new year, this episode is a timely reminder that the path to wealth starts with simple, repeatable habits. Episode Highlights: Why most people struggle to stick to a budget. How lifestyle inflation sabotages savings. The “Pay Yourself First” principle explained. Starting small: why $50 a week can change everything. Automating your finances to stay consistent. Real client examples showing the power of compounding. How to build savings or investments without feeling deprived. The mindset shift: budgeting as a wealth-building tool. Simple steps to start before the new year rush. Final takeaway: consistency beats perfection in money management.
AUTOMATING YOUR MUSIC RELEASE CAMPAIGN WITH AIHow AI Plans, Writes, Designs, and Schedules Every Step of a Music ReleaseReleasing music used to feel like running a marathon blindfolded. You'd drop a song and hope someone noticed. You'd scramble to write captions. You'd rush to make promo graphics. You'd forget to email your fans. You'd promise yourself you wouldn't make the same mistakes next time, and then next time would roll around and everything would feel just as messy. The truth is most indie artists never struggled because they lacked talent. They struggled because the marketing workload was insane and the industry expected you to do everything alone. http://www.makingascene.org
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Continuing our series on AI-enabled e-discovery, Anthony Diana, Therese Craparo, and Samantha Walsh tackle the thorniest privilege challenges and real-world use cases. They explore how AI – from tried and true technology-assisted review (TAR) to emerging generative AI – can accelerate privilege identification, sharpen quality control, and streamline (even automate) privilege logging, all while preserving human judgment where nuance matters. The conversation examines practical steps for the responsible adoption of AI today and looks ahead to the future of AI's role in privilege review.
Episode Summary In this episode of the Breakfast Leadership Show, we dive into a powerful conversation with Nate, CEO of Form 100 Consulting, an agile technology firm that hires military veterans. Together, we explore what it really means to focus on core competencies in a world obsessed with chasing trends—especially when it comes to artificial intelligence. Focusing on What Matters Nate emphasizes the danger of business “fluff”—initiatives that look exciting but distract from the organization's core mission. We discuss how easily companies get pulled off track by AI hype and lose sight of what actually drives value. Both of us agree that clarity of mission and disciplined execution are what truly sustain success. AI Implementation: Systems Before Software We unpack why so many organizations fail at AI implementation. The core issue? Automating broken systems. Before adding automation, leaders must first understand workflows, engage the people doing the work, and align process improvements with clear outcomes. The discussion also explores lean methodology and how technology should enhance human capability—not replace it. Automation and Efficiency Our conversation turns to how automation affects staffing and productivity. I share insights from past downturns where organizations reduced teams but maintained output through smarter workflows. We agree that while automation can remove jobs, it can also elevate roles and help businesses grow—if it's done with purpose. We also highlight the risk of knowledge loss as experienced workers retire, reminding leaders that efficiency must never come at the cost of wisdom. Adaptability and Incremental Progress We examine why even major corporations, including Fortune 500 giants, struggle to survive. Nate and I discuss the importance of adaptability, addressing constraints, and embracing incremental progress—especially when integrating AI. True transformation happens step by step, not through one big innovation. Data-Driven Growth Without the Paralysis I share an example of a client stuck in “analysis paralysis” due to too much data. The takeaway: data should serve decision-making, not dominate it. We explore how to build centralized systems that streamline insights and connect back to strategy. I also reference General Motors' missteps in the 1980s as a lesson on the risks of ignoring core strengths in the pursuit of diversification. Balancing Planning and Action We discuss the challenge of overplanning versus underplanning. Nate explains that effective leadership requires making informed decisions without having every answer. This means building psychological safety within teams, encouraging learning through mistakes, and avoiding “level one thinking”—where leaders react rather than anticipate. Consulting Insights and Shared Experiences Nate shares insights about his work at form100consulting.com, helping organizations improve execution and agility. I reflect on my own consulting journey with small businesses and nonprofits, from psychotherapy practices to after-school LEGO robotics programs, and the lessons I carried from my time in the Air Force into business leadership. Human Connection in the Age of Automation We close with a conversation about marketing and human connection. Both of us agree that while digital platforms like LinkedIn have become saturated with automation, audiences are craving authenticity. The future of business belongs to those who bring back the personal touch—conversations, community, and genuine connection.
Go With The Flow: Automating Amazon Data Scraping with Bookmarklets and Chrome Extensions Episode Overview In this episode, Danny and Ritu delve into creative methods for automating data scraping from Amazon pages using bookmarklets and Chrome extensions. They explore different approaches to gather valuable insights while emphasizing the importance of viewing challenges from multiple perspectives. This episode explores automation and data scraping techniques, creative approaches to workflow optimization with practical insights for immediate implementation. Key Takeaways Automation of Amazon data extraction can be achieved through bookmarklets and Chrome extensions, enhancing workflow efficiency. Understanding the structure of Amazon product pages and applying creative coding techniques can result in more efficient data scraping. Chapter Markers Time Chapter Description 00:01 Introduction Danny welcomes listeners and introduces the theme of the episode, highlighting a shared experience in automation. 01:40 Understanding Amazon's Taxonomy Database Danny discusses the complexities of Amazon's taxonomy database and how content in listings impacts product types. 05:00 Automation in Data Collection Ritu and Danny explain different ways to automate mundane tasks of scraping data from Amazon product pages. 09:11 Scraping Mechanics Explained Ritu breaks down the mechanics of how scraping works, particularly focusing on the Document Object Model (DOM). 18:20 Introduction to Bookmarklets Ritu explains bookmarklets and their function as JavaScript executing buttons on browser pages. 25:21 Creating a Chrome Extension Ritu discusses the creation of a Chrome plugin to automate checking the arrival date of multiple products on Amazon. 30:05 Advanced Scraping Techniques Danny discusses the depth of information available on Amazon product pages and the importance of efficient data extraction. 49:01 Developing a Storyboard Generator Danny reveals the development of a storyboard generator that aids in creating compelling visual content. 57:12 Conclusion and Future Directions Danny and Ritu summarize the episode's insights and encourage listeners to experiment with their scraping techniques. Notable Quotes "If you can be as creative as possible and then you've got people around you that put guard rails in place, you'll be surprised at the level of skill set needed." Resources Mentioned
In this episode of The Digital Executive, host Brian Thomas welcomes Alberto Rizzoli, serial entrepreneur and CEO of V7, a UK-based company pioneering AI systems to automate knowledge work across industries like healthcare, finance, and insurance.Alberto shares his journey from creating AI Poly, a groundbreaking app that empowered the visually impaired, to leading V7, where AI agents now handle complex, document-heavy workflows with accuracy, traceability, and compliance at scale. He explains how V7 blends human expertise with AI, allowing organizations to design reliable automations that learn step by step and always ground decisions in documented evidence—ensuring trustworthy, transparent AI operations.Looking ahead, Alberto envisions a world where AI eliminates administrative burdens, reduces bureaucracy, and empowers a new generation of AI workflow designers—transforming how we define knowledge work itself.Whether you're an AI innovator, enterprise leader, or future-focused technologist, this episode offers a bold perspective on how human creativity and machine intelligence will coexist to reshape the modern workplace.If you liked what you heard today, please leave us a review - Apple or Spotify. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Design and building websites…that's the fun part.Managing the project, collecting content, onboarding, handling revisions and feedback…typically, not so much.Which is why, if you can automate as much of the repeatable tasks and make a system and process for the “unfun” parts of a web design project, it'll make your life much easier and more profitable.That's what we're diving into this one with automation and systems specialist (and fellow 17hats user) Kristen Lettini.We get into:What automations you're missing (and why to add them NOW)The GOLD of auto-remindersUsing a CRM like 17hats to automate as much as possibleMy “before and after” automation momentWhy improving systems is THE KEY to sustainabilityGet my quote, contract & invoice templates (for free) with a 7-day trial of 17hats, the CRM I've been using for over 10 years!
Michael chats with Elevsis Delgadillo, Senior Vice President of Customer Success at KeenStack. Together, they discuss KeenStack's AI-Powered Healthcare Referral Management Solution Powered by the ServiceNow AI Platform. Their discussion focuses on how the AI-powered solution has helped to overcome challenges with referral breakdowns, how KeenStack helps customers understand how to use AI in ways that deliver measurable success, how AI could reshape the referral process and patient journeys moving forward, appeals and grievances, and much more. To learn more about KeenStack and ServiceNow at www.keenstack.com.
Is a strong work ethic enough to escape the paycheck-to-paycheck cycle? Many Singaporeans prioritise immediate gratification over long-term financial security. We need to challenge the old ideas of saving and explore automated strategies with Benjamin Tan from Chocolate Finance. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 00:57 Automating savings: $5 a day = $90,000 in 30 years 03:44 The paradox: strong work ethic, yet paycheck to paycheck 05:06 The 40-30-20-10 framework for conscious spending 12:15 Ethical considerations: balancing present enjoyment with future security --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Benjamin Tan, chief investment officer, Chocolate Finance Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe Spotify: bt.sg/oeGN YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. --- Discover more BT podcast series: BT Correspondents: bt.sg/btcobt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
Is a strong work ethic enough to escape the paycheck-to-paycheck cycle? Many Singaporeans prioritise immediate gratification over long-term financial security. We need to challenge the old ideas of saving and explore automated strategies with Benjamin Tan from Chocolate Finance. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 00:57 Automating savings: $5 a day = $90,000 in 30 years 03:44 The paradox: strong work ethic, yet paycheck to paycheck 05:06 The 40-30-20-10 framework for conscious spending 12:15 Ethical considerations: balancing present enjoyment with future security --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Benjamin Tan, chief investment officer, Chocolate Finance Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe Spotify: bt.sg/oeGN YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. --- Discover more BT podcast series: BT Correspondents: bt.sg/btcobt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
In this episode of The New Warehouse Podcast, Kevin chats with Veena Radhakrishna, Head of Software and Co-Founder at Cartesian Kinetics. The company is carving a unique niche of bringing automation solutions to brownfield warehouse sites. Veena shares the founding story of Cartesian Kinetics, their flagship Carte+ system, and how the company's design-first approach is helping warehouses overcome the typical barriers to automation. With insights on industry dynamics, adoption challenges, and practical deployment strategies, Veena explains why brownfield operations are a massive yet underserved market for automation.Learn more about The Brecham Group here. Get better visibility with Surgere. Follow us on LinkedIn and YouTube.Support the show
As a solopreneur, have you ever felt like your energy is your most limited resource? You can handle the client work, the creative thinking... but it's the constant pressure to be "on"—the networking, the social media, the self-promotion—that leaves you completely drained. It's a frustrating trap. You know you need to be visible to grow, but the very act of putting yourself out there feels like a performance that goes against your nature. You end up thinking that to succeed, you have to become someone you're not: a loud, extroverted marketer. So you hit a wall, convinced that your quiet nature is a business liability. But what if that's completely wrong? What if your introversion is actually your unfair advantage? Today, we're going to flip the script and show you how to use AI to build a business that doesn't just accommodate your introverted strengths, but is actively powered by them. And there is no one better to guide us through this than Goldie Chan. Goldie is known as the "Oprah of LinkedIn" for a reason - she's a world-renowned keynote speaker, a contributor to Forbes, and the founder of a top-tier social media strategy agency that's worked with major brands. She is a master of building powerful personal brands, and with her new book for introverts, she's the perfect expert to show us how to stop fighting our nature and start using it to win. The AI Hat Podcast host Mike Allton asked Goldie Chan about: ✨ Identify Your Superpowers: Pinpoint the natural strengths of introverts that are critical for business success. ✨ Build Your AI Co-Pilot: Learn how to automate the marketing and networking tasks that drain your energy. ✨ Scale Without Small Talk: Discover a practical framework for growing your business authentically. Learn more about Goldie Chan Connect with Goldie Chan on LinkedIn Resources & Brands mentioned in this episode Personal Branding for Introverts H.U.M.A.N. Framework for AI Adoption Acrobat Studio AI as Your Co-Host: Unleashing NotebookLM's Potential in Content Marketing Notion Custom GPTs for Marketers: Work Smarter, Not Harder Build your first AI assistant, an AI Work Buddy GoldieChan.com Diagnostic Quiz Explore past episodes of the The AI Hat Podcast podcast Chapters: 00:00 The Power of Automating the Right Tasks 01:16 Introduction to The AI Hat Podcast 02:45 The Struggles of Solopreneurs and Introverts 03:27 Meet Goldie Chan: The Oprah of LinkedIn 04:13 Goldie's New Book and the Writing Process 06:12 Introvert Superpowers in Business 14:03 AI Tools for Introverts 22:24 Content Creation Strategies for Introverts 30:34 Final Thoughts and Key Takeaways 35:14 Conclusion and Resources Show Notes & Transcript: https://theaihat.com/ai-for-introverts-your-unfair-advantage/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Automating most company operations could prevent more than 600,000 new hires.
In this episode of What's Best For The Patient Is Best For The Business, Jerry sits down with Julia Zhou, a seasoned Healthcare Technologist with nearly 30 years of experience on both the payer and provider sides of the industry. They dive deep into the practical and transformative role of Artificial Intelligence in healthcare, moving beyond the hype to explore its real-world applications.Julia brings a unique, high-level perspective, arguing that AI is not a magic bullet but a powerful tool that must be strategically integrated. She outlines a clear framework for healthcare organizations to adopt AI successfully, emphasizing that the goal isn't to chase technology, but to solve pressing business and patient-care challenges.From smart scheduling and revenue cycle management to ambient clinical documentation and personalized patient engagement, Julia breaks down how AI can streamline workflows, empower providers, and fundamentally improve the patient journey—ensuring the right person gets the right care at the right time.Key Takeaways:• Start with the Problem, Not the Tool: The most successful AI implementations begin by identifying the organization's biggest pain points, not by searching for the latest tech developments. Julia advises asking, "If you had a magic wand, what would you solve?"• AI is an End-to-End Patient Engagement Engine: Discover how AI can revolutionize the entire patient experience—from pre-visit summaries that prepare a provider in one minute, to ambient listening during consultations, and post-visit follow-ups that improve compliance and reduce claim denials.• The Criticality of an "AI Readiness" Assessment: Before implementation, organizations must ask hard questions about their data governance, guardrails, KPIs, and manual processes. Automating an inefficient system only amplifies its problems.• Think Upstream to Prevent Chaos: Jerry and Julia challenge listeners to use AI proactively to solve problems like patient no-shows and claim denials at their source, rather than just creating bots to fill empty slots or chase down payments.• The Future is "Right Person, Right Place, Right Time": The ultimate value of AI in healthcare is its ability to act as a sophisticated triage and coordination system, ensuring patients and providers connect in the most effective and efficient manner possible, whether in-person or via telehealth.Tune in for a conversation that demystifies AI and provides an actionable roadmap for leveraging technology to enhance patient outcomes and build a stronger, more resilient healthcare business.
Today on the ThinkData Podcast, I am joined by Art Rivillis, CTO and Co-Founder of Augment, the company behind auggie — an AI teammate built to automate complex workflows in logistics.We explored how Augment is transforming one of the world's most operationally challenging industries, what it takes to build reliable automation that humans actually trust, and the lessons Art has learned scaling a fast-growing AI startup from the ground up.Episode Outline / Talking PointsThe origin of Augment — what inspired the creation of an AI teammate for logistics.Finding product–market fit — the early signals that proved Augment was solving a real pain point.Building trust in automation — how to win over operators in a traditional, process-heavy industry.Scaling the team and tech — balancing rapid growth with product reliability.Short-term vs. long-term AI innovation — how Augment prioritizes both.Key customer moments — wins that validated the company's visionThe future of logistics — the AI breakthroughs that will reshape the industry over the next 3–5 years.
#646 Want to make money from your podcast — even with a small audience? In this episode, host Brien Gearin sits down with Doug Sandler, the founder of Turnkey Productions and host of the Nice Guys on Business podcast. Doug shares his journey from writing a book to accidentally launching a successful podcast business that has produced over 1,600 episodes and generated millions in revenue. They dive deep into the real strategies behind podcast monetization, including the "Guest to Gold" method — turning guests into clients, affiliates, and joint venture partners. Doug also explains why building a big audience isn't the only path to making money with a podcast, and why focusing on the right audience matters more than large download numbers. If you're curious about starting or growing a podcast, this episode is packed with actionable insights! (Original Air Date - 3/30/25) What we discuss with Doug: + Turning guests into clients + Why download numbers don't matter + Building influence through podcasting + Strategies for monetizing a small audience + Importance of a clear call to action + How to land high-profile guests + Automating the guest booking process + Benefits of using a podcast production company + Staying consistent with batch recording + Finding your “why” before starting a podcast Thank you, Doug! Check out Turnkey Podcast Productions at TurnkeyPodcast.com. Get the Podcast Toolkit at TurnkeyPodcast.com/toolkit. Listen to the Nice Guys on Business podcast. Watch the video podcast of this episode! To get access to our FREE Business Training course go to MillionaireUniversity.com/training. 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
Guest: Jason Nyhus, General Manager, Shopware North AmericaGuest Bio: Jason Nyhus serves as General Manager at Shopware, overseeing the company's North American operations. With deep roots in the e-commerce community, Jason has been instrumental in Shopware's expansion across the United States. His leadership focuses on building authentic partnerships with merchants and agencies while fostering a community-driven ecosystem that prioritizes collaboration over competition.Episode SummaryIn this episode recorded live from the e-commerce forum in Minneapolis, Jason Nyhus returns to Talk Commerce for his fourth or fifth appearance to discuss Shopware's rapid growth in North America. The conversation explores how Shopware is leveraging AI and agentic commerce to transform B2B sales operations, particularly in helping sales representatives reclaim time from administrative tasks. Jason shares insights into Shopware's community-first approach, their unique business model that focuses on being world-class at commerce software while partnering for everything else, and the philosophy behind their popular Shoptoberfest event.Key Takeaways• Agentic commerce addresses a critical B2B pain point: Sales reps spend only 25% of their time actually selling, with 75% consumed by administrative and corporate-mandated tasks• Shopware's dual AI strategy: Automating routine e-commerce tasks (product creation, imagery, descriptions, campaign management) while deploying agents to handle administrative work for sales teams• Rapid US expansion: Shopware now serves several thousand merchants in North America and claims to be the fastest-growing e-commerce platform in the region• Three growth drivers: Open source accessibility allowing free installations, European clients expanding to North America, and strategic agency partnerships launching new implementations• Focused target market: Shopware deliberately targets complex use cases rather than straightforward implementations, requiring deeper client relationships and specialized expertise• Revenue model philosophy: Shopware focuses on being world-class at commerce software and lets ecosystem partners excel at hosting, payments, marketing, professional services, and app stores• Community over commercials: The Shoptoberfest event features 10-minute merchant TED Talks sharing real experiences rather than vendor presentations, making practitioners the stars of the showTimestamped Sections[00:00] - Introduction and Welcome[00:35] - Shopware's Approach to AI and Agentic Commerce[02:27] - Shopware's US Market Momentum[04:27] - The Importance of Relationships and Complexity[06:30] - Community-Driven Philosophy[08:49] - The Birth of Shoptoberfest[09:34] - Merchant-Focused Event Format[10:58] - Irish Titan and Community ConnectionTopics Discussed• Agentic commerce and AI automation in e-commerce• B2B sales efficiency and time allocation challenges• Open source commerce platforms and accessibility• Shopware's North American market expansion strategy• Building authentic client and partner relationships• Complex e-commerce use cases vs. straightforward implementations• The six ways to monetize e-commerce (software, hosting, payments, marketing services, professional services, app stores)• Community-driven events and ecosystem building• Shoptoberfest event philosophy and format• Notable Shopware clients: Uppababy, Dunham Sports, Albany Fasteners, Eagle Crusher, Boo Ally• Agency partnerships and specialized expertise (Above the Fray)• Minneapolis/Twin Cities e-commerce ecosystem• Ecom Forum event format and community focus• The difference between "community" and "ecosystem" terminologyConnect with ShopwareLearn more about Shopware's commerce platform and agentic commerce solutions at their website.About Talk CommerceTalk Commerce is hosted by Brent Peterson and features conversations with e-commerce leaders, innovators, and practitioners sharing insights about the future of digital commerce.
In this practical and inspiring ETFatlas podcast episode, host Jack Lempart welcomes Paul Merriman for a return conversation focused on the biggest mistakes beginner investors make—and how to avoid them.The discussion reveals why most investing errors are emotional, not technical. Paul emphasizes that successful investing is usually simple, though almost never easy.Paul Merriman draws on decades of experience as an educator, advisor, and founder of the Merriman Financial Education Foundation to spotlight key pitfalls:Trusting the wrong adviceStarting too late with investingLetting emotions drive decisionsChasing recent performancePaul's conversation goes further, sharing actionable tips:How defensive investing and diversification protect you from major mistakesPractical ways to automate good habits and avoid behavioral biasesInsights from both US and European market examplesYou'll also hear why academic research has shaped today's best investment practices. Paul strongly advocates:Automating decisions wherever possibleBroad diversificationMaintaining discipline during market turbulenceListeners receive clear advice on keeping investing simple, avoiding high fees, and building portfolios designed to withstand uncertainty.The episode closes with tips for further reading—including free educational resources and helpful links—to support every investor's learning journey.AgendaPaul Merriman's journey from stockbroker to financial educator and foundation founderIntroduction to the most costly mistakes for beginners and how they can affect lifetime wealthWhy trusting the wrong advice is potentially the biggest error investors makeThe importance of choosing academically sound, evidence-based sources over industry “experts” or neighborsAnalysis of how starting too late in investing can dramatically reduce future wealthThe emotional traps beginners face and the impact of behavioral biases on decision-makingThe problem of performance chasing and recency bias in investment choicesAutomating investments and the value of regular, disciplined contributionsWhy diversification is considered “the only free lunch” in investing by expertsAdvantages of keeping portfolios simple with solutions like target-date funds and low-cost ETFsExamples illustrating the massive impact of investment fees over decadesThe difference between defensive and offensive strategies in long-term market successReal-world lessons from market history, including US, Europe, and JapanHow to avoid paralysis from choice overwhelm in a landscape of thousands of ETFs
NEWS: https://www.news.com.au/finance/business/media/seven-west-media-announces-merger-deal-with-southern-cross-media/news-story/cf57bb479028afdad2be4a1558563aad https://www.theguardian.com/australia-news/2025/oct/01/sussan-ley-sets-kpis-for-frontbenchers-and-calls-for-discipline-amid-outbreaks-of-internal-division https://www.bbc.com/news/articles/cz69238p5p8o https://apnews.com/article/shutdown-senate-schumer-thune-trump-health-care-b85fe6cdd5d8cdc3e3aa1f4ae889474f https://www.abc.net.au/news/2025-10-06/singapore-pm-offers-condolences-to-families-of-optus-victims/105844832 https://apnews.com/article/baltic-sea-world-war-ii-marine-life-0688143f3af448aafcc8b33d7d866690?utm_source=onesignal&utm_medium=push&utm_campaign=2025-09-28-Undersea+mystery https://www.abc.net.au/news/2025-10-07/melbourne-metro-tunnel-to-open-in-december/105860642 https://www.abc.net.au/news/2025-09-30/more-sunscreens-pulled-from-shelves-over-spf-concerns/105836976 https://www.afr.com/companies/professional-services/deloitte-to-refund-government-after-admitting-ai-errors-in-440k-report-20251005-p5n05p https://www.theguardian.com/australia-news/2025/oct/06/deloitte-to-pay-money-back-to-albanese-government-after-using-ai-in-440000-report https://www.afr.com/companies/professional-services/human-intelligence-problem-labor-senator-slams-deloitte-s-ai-bungle-20251006-p5n0ch https://www.theguardian.com/australia-news/2025/sep/30/australias-future-fund-discloses-huge-profits-from-weapons-manufacturers-despite-fierce-criticisms-of-support-for-industry https://finance.yahoo.com/news/live/stock-market-today-dow-sinks-800-points-sp-500-and-nasdaq-see-worst-day-since-april-as-trumps-renewed-tariff-threats-spook-wall-street-200026352.html https://www.bbc.com/news/articles/cx2rz08en2po https://www.smh.com.au/business/companies/sbs-staff-sworn-off-naming-palestine-despite-federal-recognition-20251008-p5n0vv.html
What Can You Actually Automate on LinkedIn (Without Getting Restricted)?This has been a huge topic lately, and for good reason.Many professionals want to save time, but they're unknowingly using tools that violate LinkedIn's user agreement.So let's clear this up once and for all.If you've ever wondered whether you can automate your LinkedIn activity, the short answer is: you really can't.The longer answer is that there are limited, compliant ways to simplify certain parts of your process.Here's what's off the table:❌ Automating connection requests❌ Automating messages❌ Automating likes, comments, or engagement❌ Scraping or exporting data from profilesThese are all major red flags for LinkedIn and can lead to account restrictions or even permanent bans.What is acceptable?✅ Scheduling your content, either directly on LinkedIn (which now allows up to 90 days in advance)✅ Using posting tools only for publishing content, not for engagement or outreachTools like Buffer, Hootsuite, or Canva can be used to pre-schedule posts across multiple platforms, but understand that connecting them to LinkedIn still carries some risk.If LinkedIn is your primary platform, it's always safest to use LinkedIn's own scheduling feature.The bottom line: LinkedIn rewards genuine activity, real conversations, authentic content, and consistent posting.Automating human connection defeats the purpose of being on the platform.Don't forget to download our FREE LinkedIn High-Impact Post Templates here: https://www.thetimetogrow.com/ecsposttemplates
In this insightful episode of Design Business Freedom, Melissa challenges the growing trend of over-automation in interior design businesses. While automating certain processes can be a major time-saver, she reminds you that design is a high-touch, sensory-driven, and deeply personal service. Melissa walks you through how automation can subtly erode client trust and connection if you're not using it with intention. You'll learn how to strike the right balance between efficient systems and meaningful moments that foster client loyalty and emotional impact. From the three critical phases where automation should take a back seat to her powerful Five Senses Framework, this episode is your call to reintroduce the magic of real human connection in your design process. IN THIS EPISODE, YOU WILL HEAR: (01:01) Why automation should enhance efficiency—not erase intimacy—in your design business (02:34) The truth behind what clients are really investing in (hint: it's not convenience) (03:13) Three high-touch phases in your process where automation should step aside (04:43) How to use personal check-ins, video walkthroughs, and voice notes to deepen client connection (07:09) The Five Senses Framework to elevate every reveal and create unforgettable client experiences (11:07) A simple 10-minute audit to evaluate if you've gone too far with automation SUPPORTING RESOURCES: VIP Designer Branding Retreat and Marketing Reboot – November 12–14, Scottsdale, AZ When you're ready to step into a bigger vision in your design business and create exceptional results and celebrations, book-a-call to explore how coaching can take you there faster, with a solid plan, proven process, and smart strategies.
In this episode of the Power Producers Podcast, host David Carothers and co-host Kyle Houck are joined by Kevin Surace, an inventor, keynote speaker, and the "father of the virtual assistant." They take a high-energy deep dive into the present-day impact of Artificial Intelligence (AI) on the insurance industry. Kevin explains that the AI revolution is not a future event—it's happening right now. He details how AI is set to transform every aspect of insurance, from automating claims processing and quotation to serving as a powerful co-pilot for salespeople. They discuss practical, actionable ways agents can use AI today to find new clients, refine their sales pitch, and handle objections more effectively. Key Highlights: The AI Revolution is Now, Not Later Kevin Surace delivers his core message with urgency: the "train has left the station" on AI. He argues that professionals must choose to become "robot overlords"—experts in leveraging AI—or they will be crushed by competitors who do. This isn't a future trend to watch; it's a present-day reality that demands immediate adoption. Automating the Insurance Back Office The conversation explores the massive operational impact of AI. Kevin explains how AI is already capable of automating huge portions of the insurance value chain, including claims processing (issuing payments in minutes based on photos) and underwriting (generating complex quotes in real-time), which will drastically lower costs for AI-first companies. AI as a Salesperson's Superpower This highlight covers the practical tools for producers. The discussion details how agents can use AI today as a personal research assistant for meeting prep, a sales coach to "poke holes" in their pitch, and a writing assistant to instantly craft perfect responses to client objections, giving them an insurmountable edge. The Rise of the AI Agent The episode looks at the next evolution of customer interaction: AI agents (video chatbots) with realistic avatars and voice cloning. Kevin discusses his own "virtual Kevin," which holds real-time conversations with website visitors 24/7. They explore how this technology can automate Tier 1 support and even close sales for simpler products, creating new, passive revenue streams. Connect with: David Carothers LinkedIn Kyle Houck LinkedIn Kevin Surace LinkedIn Visit Websites: Power Producer Base Camp Appvance Killing Commercial Crushing Content Power Producers Podcast Policytee The Dirty 130 The Extra 2 Minutes
Still managing compliance in a spreadsheet? Don't have enough time or resources to verify your control or risk posture? And you wonder why you can't get the budget to move your compliance and risk programs forward. Maybe it's time for a different approach. Trevor Horwitz, Founder and CISO at TrustNet joins Business Security Weekly to discuss how the evolution of Agentic AI can automate compliance and risk programs. Move beyond spreadsheets and let the power of AI streamline your compliance and risk program. In the leadership and communications segment,Is the CISO chair becoming a revolving door?, When Integrity Collides with Bureaucracy: The Price of Leadership in Cybersecurity — and Why Walking Away Can Be the Bravest Act!, Improve Communication With Others By Talking Less — Not More, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-417
In this episode of the Develop This! Podcast, Dennis Fraise is joined by Ashley Canada and Eric Canada for the third installment in a four-part series on building an AI blueprint. They dive into the essential role of workforce upskilling in successful AI adoption, explaining why AI training must extend beyond technical teams to prevent the creation of a two-tier workforce. The discussion highlights how inclusive AI training not only builds employee skills but also boosts morale, engagement, and organizational growth. Listeners will gain actionable strategies for empowering employees, leveraging AI to amplify human strengths, and involving staff in identifying opportunities for AI implementation. The episode also explores quick wins that spark awareness, the evolving roles of AI in economic development organizations, and practical ways to integrate AI into a broader workforce development strategy. Key Takeaways: Upskilling the entire workforce is essential for successful AI adoption. Selective training risks creating a two-tiered workforce. AI enhances human capabilities and engagement—it doesn't replace people. Inclusive training fosters morale, ownership, and organizational alignment. Staff input is critical for identifying AI opportunities that add real value. Automating repetitive tasks frees humans for higher-value work. Understanding AI tools amplifies unique human strengths. Economic development organizations play a role in broader community AI education. Quick wins in AI training build awareness and momentum. Future-ready employees will work alongside AI copilots to achieve more.
Still managing compliance in a spreadsheet? Don't have enough time or resources to verify your control or risk posture? And you wonder why you can't get the budget to move your compliance and risk programs forward. Maybe it's time for a different approach. Trevor Horwitz, Founder and CISO at TrustNet joins Business Security Weekly to discuss how the evolution of Agentic AI can automate compliance and risk programs. Move beyond spreadsheets and let the power of AI streamline your compliance and risk program. In the leadership and communications segment,Is the CISO chair becoming a revolving door?, When Integrity Collides with Bureaucracy: The Price of Leadership in Cybersecurity — and Why Walking Away Can Be the Bravest Act!, Improve Communication With Others By Talking Less — Not More, and more! Show Notes: https://securityweekly.com/bsw-417
Still managing compliance in a spreadsheet? Don't have enough time or resources to verify your control or risk posture? And you wonder why you can't get the budget to move your compliance and risk programs forward. Maybe it's time for a different approach. Trevor Horwitz, Founder and CISO at TrustNet joins Business Security Weekly to discuss how the evolution of Agentic AI can automate compliance and risk programs. Move beyond spreadsheets and let the power of AI streamline your compliance and risk program. In the leadership and communications segment,Is the CISO chair becoming a revolving door?, When Integrity Collides with Bureaucracy: The Price of Leadership in Cybersecurity — and Why Walking Away Can Be the Bravest Act!, Improve Communication With Others By Talking Less — Not More, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-417
In this episode, I break down the five core types of leverage every entrepreneur and investor should understand. I share how I've used financial leverage to scale faster, time leverage to delegate smarter, and operational leverage to grow more efficiently. You'll also hear how network and technology leverage can create compounding advantages in your business. If you've ever felt stuck trading time for money, this episode will show you how to multiply your impact without burning out. Timestamps (00:00) Intro (01:08) Financial leverage explained simply (04:19) Smart use of other people's time (06:14) Scaling systems with operations (07:43) Automating with tech and media (08:43) Recap About the Show On the Military Millionaire Podcast, I share real conversations with service members, veterans, and their families. Each week, we explore how to build wealth through personal finance, entrepreneurship, and real estate investing. Resources & Links Download a free copy of my book: https://www.frommilitarytomillionaire.com/free-book Sign up for free webinar trainings: https://www.frommilitarytomillionaire.com/register Join our investor list: https://www.frommilitarytomillionaire.com/investors Apply for The War Room Mastermind: https://www.frommilitarytomillionaire.com/mastermind-application Get an intro to recommended VA agents/lenders: https://www.frommilitarytomillionaire.com/va-realtor Guide to raising capital: https://www.frommilitarytomillionaire.com/capital-raising-guide Connect with David Pere Facebook Group: https://www.facebook.com/groups/militarymillionaire YouTube Channel: https://www.youtube.com/@Frommilitarytomillionaire?sub_confirmation=1 Instagram: https://www.instagram.com/frommilitarytomillionaire/ LinkedIn: https://www.linkedin.com/in/david-pere/ X (Twitter): https://x.com/militaryrei TikTok: https://www.tiktok.com/@militarymillionaire
In this episode, we dive into how AI is reshaping Amazon store management and the critical importance of focusing on profitability over just top-line revenue. Jerry Vida, Co-founder of Peak ROAS, shares how his agency helps seven- and eight-figure brands scale by leveraging AI to streamline time-consuming tasks like PPC and listing optimization. He explains why a clean ad account structure eliminates wasted ad spend and offers a 90-day profit guarantee for new clients.Topics discussed in this episode: How focusing on profitability beats chasing top-line revenue.Why PPC optimization and listing updates are the biggest time bandits.Why manual, repetitive tasks hurt business growth and efficiency.How internally built AI agents streamline listing copy and A/B testing.What an aggressive A-B testing schedule does for conversion rates.How restructuring a messy ad account leads to massive profit jumps.What is required for an ideal customer for high-impact changes.Why an ad account restructure redirects up to 70% of wasted spend.How new sellers can use ChatGPT to get up to speed fast.What a 90-day no-risk profit guarantee means for new clients.Links & Resources Website: https://peakroas.ai/LinkedIn: https://www.linkedin.com/in/jerry-vida-255719126/LinkedIn: https://www.linkedin.com/company/peakroas/Get access to more free resources by visiting the show notes at https://tinyurl.com/mr2rpb9u______________________________________________________ LOVE THE SHOW? HERE ARE THE NEXT STEPS! Follow the podcast to get every bonus episode. Tap follow now and don't miss out! Rate & Review: Help others discover the show by rating the show on Apple Podcasts at https://tinyurl.com/ecb-apple-podcasts Join our Free Newsletter: https://newsletter.ecommercecoffeebreak.com/ Support The Show On Patreon: https://www.patreon.com/EcommerceCoffeeBreak Partner with us: https://ecommercecoffeebreak.com/podcast-sponsorship/
The Bulletproof Dental Podcast Episode 410 HOSTS: Dr. Craig Spodak GUEST: Dave Monahan DESCRIPTION In this episode, Craig and Dave Monahan discuss the evolution of Clerri, a dental membership platform, and its impact on patient engagement and practice management. Dave shares his journey from technology to dentistry, emphasizing the importance of understanding patient psychology and the benefits of membership plans. They explore the challenges of managing membership plans independently, the integration of technology in dental practices, and the future of AI in optimizing dental coverage. The conversation highlights the significance of patient retention and engagement, especially in navigating insurance complexities. TAKEAWAYS Clerri aims to improve the lives of dentists through innovative solutions. Dave's background in technology provides valuable insights into the dental industry. Understanding patient psychology is crucial for dental practices. Membership plans significantly increase patient visits and acceptance of procedures. Cash patients visit dental practices less frequently than membership patients. Automating membership management can save time and reduce errors. Integration with practice management systems enhances efficiency. AI can help optimize dental coverage and PPO management. Patient engagement is key to retention and practice growth. Offering membership plans can help practices navigate insurance challenges. CHAPTERS 00:00 Introduction to Clerri and Dave Monahan 02:46 Dave's Journey: From Technology to Dentistry 05:51 Understanding Patient Psychology in Dentistry 08:44 The Impact of Membership Plans on Patient Behavior 11:26 Challenges of Managing Membership Plans Independently 14:26 Integration and Automation in Dental Practices 17:24 Future Innovations and AI in Dental Memberships 20:37 Navigating Insurance and Membership Plans 23:30 The Importance of Patient Engagement and Retention 26:17 Final Thoughts and Special Offers from Clerri REFERENCES Clerri Bulletproof Summit Bulletproof Mastermind
Are you feeling overwhelmed by your podcast workflow? Do you spend too much time on repetitive tasks like guest pitching, follow-up emails, and show notes, instead of focusing on creating great content? You're not alone. Many podcasters struggle to maintain a consistent schedule because their process isn't optimized or automated. In this episode of Podcasting Unlocked, we speak with Marci Rossi about how to leverage the latest technology, specifically AI and AirTable, to make your entire podcast process easier, simpler, and more efficient. This week, episode 236 of Podcasting Unlocked is about automating your podcast workflow for ultimate efficiency! Marci Rossi is a business strategist who helps new and growing coaches build a business they actually want to run—one that's strategic, streamlined, and set up for real growth. With a background in law and corporate, she's known for her ability to cut through the noise, simplify decisions, and create smart workflows that make business feel a whole lot lighter. She's the creator of The Shortcut, a 12-week done-for-you setup and coaching program that helps coaches go from overwhelmed and stuck to clear, confident, and fully up and running. When she's not working behind the scenes in someone's business, she's usually hanging out with her dogs, watching Friends reruns, or saving recipes she'll probably never make.In this episode of Podcasting Unlocked, Marci Rossi is sharing the importance of utilizing automation in your podcasting workflow and actionable steps you can take right now to maintain a human-centered approach, even when you're using tools to speed up your processes. Marci and I also chat about the following: The evolution of Marci's podcast and her focus on showing up as an expert thbrough solo episodes.Custom ChatGPTs and how you can utilize them across your podcast workflow.Combining AI tools with human touch to create effective pitches.Useing AirTable to create a simple, visual, and highly organized system for tracking pitches.Your time as a podcaster is your most valuable asset. Stop letting tedious tasks steal your energy. By setting up smart automations and using tools like AI and AirTable, you can create a podcast flow that truly makes sense for you and your business.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 MARCI ROSSI:Thrivers Ed podcastWebsiteCONNECT WITH ALESIA GALATI:InstagramLinkedInWork with Galati Media! Work with Alesia 1:1LINKS MENTIONED:Automagic SummitProud member of the Feminist Podcasters Collective.
Today, we're joined by Zac Hays, CPO at Luxury Presence, a fast-growing real estate tech platform that made a huge bet on AI adoption across the company.. In this episode, we discuss: Luxury Presence's 30x Value Principle and how they rethought goals and projects to have exponential-level impact The AI design sprint process that allowed the company to 20x product velocity How their mandatory AI bug triage policy has cut resolution time by 80% Links LinkedIn: https://www.linkedin.com/in/zacthepm/ Zac's AI-Powered Design Print Playbook: https://www.linkedin.com/pulse/ai-powered-design-sprint-playbook-v01-zac-hays-iu1dc/ Luxury Presence: https://www.luxurypresence.com/ AirOps: https://www.airops.com/ Userbrain: https://www.userbrain.com/en/ Chapters 00:00: Intro 03:31: How Luxury Presence started tinkering with AI 08:15: Automating bug fixes (the 80% reduction) 10:50: Zac's "AI Design Sprint" process 14:00: Using AI to tackle tech debt and codebase rewrites 19:04: Building an "autonomous" AI marketing team 22:22: Conclusion Follow LaunchPod on YouTube We have a new YouTube page (https://www.youtube.com/@LaunchPodPodcast)! Watch full episodes of our interviews with PM leaders and subscribe! What does LogRocket do? LogRocket's Galileo AI watches user sessions for you and surfaces the technical and usability issues holding back your web and mobile apps. Understand where your users are struggling by trying it for free at LogRocket.com (https://logrocket.com/signup/?pdr). Special Guest: Zac Hays.
In this episode of Innovation Meets Leadership, Natalie Born sits down with Doug C. Brown, CEO of CEO Sales Strategies and a sales growth expert who has generated over $900M in revenue for clients worldwide. Doug reveals how math, metrics, and automation can transform any sales organization into a predictable growth engine. From reducing refund rates by spotting hidden blind spots, to building AI-driven automation that scales follow-up and accelerates closes, Doug brings decades of experience that will challenge how you see sales. If you want your team to stop “throwing spaghetti at the wall” and start building sustainable revenue systems, this episode is for you.[00:01 - 04:00] The Power of Math in SalesHow Doug discovered “holes” in sales systems through metrics.The Tony Robbins & Chet Holmes case study: reducing refund rates from 16% to under 1%.Why blind spots exist in every business—and how to find them.[04:01 - 10:00] Lessons from Early Business and LeadershipRunning his father's business at 16 and learning optimization early.The “flat tire” analogy: why outside perspectives reveal what leaders miss.How math tells a story that leads to better decisions.[10:01 - 14:00] Shifts in Sales Post-PandemicWhy the sales process has permanently changed.The rise of conversational selling.Consumers are more educated than ever—how to adapt.[14:01 - 19:00] Three Steps to Improve Your Sales Team TodayGet truthful goals from every salesperson.Define your ideal right-fit buyer (97% of companies don't).Start measuring simple sales metrics: outreach, connections, responses, closes.[19:01 - 24:00] Automation and the Fortune in Follow-UpWhy consistent follow-up unlocks 5–15% more revenue.Automating repetitive sales tasks with CRMs and AI.Real examples: insurance sales, concierge AI, SiriusXM upsell systems.[24:01 - 29:00] AI as a Sales Multiplier, Not a Job KillerRita, the AI concierge, and how it redefined customer experience.AI's role in profiling, research, and buyer engagement.Start small: automate one repetitive task, then scale.[29:01 - 31:00] Final Insights & How to Connect with DougPractical steps to embrace automation and AI in sales.Why ignoring sales automation means falling behind competitors.Quotes“Every company has blind spots. Use math and metrics to find untapped revenue.” – Doug C. Brown“Ninety-seven percent of companies don't know their ideal buyer. That's wasted money and effort.” – Doug C. Brown“The fortune is in the follow-up. Automate it, and you'll unlock growth you didn't know you had.” – Doug C. BrownGuest LinksWebsite: ceosalesstrategies.comLinkedIn: Doug BrownNewsletter: ceosalesstrategies.com/newsletterEmail: doug@ceosalesstrategies.comLEAVE A REVIEW + help someone scale their revenue with clarity and precision by sharing this episode or click here to catch up on past episodes.
What if biotech teams could automate the most information-intensive parts of bringing a drug to market? In this episode of Data in Biotech, host Ross Katz speaks with Convoke co-founders Alex Telford and Maged Ahmed about building an AI-native knowledge acquisition and curation system for biopharma. Learn how they're transforming clinical research, regulatory writing, and competitive intelligence using LLMs, semantic search, and scalable data infrastructure. What You'll Learn in This Episode: >> How Convoke unifies public and private biotech data into a single workspace for smarter decision-making >> Why structured outputs and semantic layers are key to high-quality AI-driven insights >> Real-world use cases including clinical trial design, competitive landscape analysis, and regulatory documentation >> How feedback loops and model evaluations drive product reliability and user trust >> The future of AI in biotech: continuous decision-making and multimodal intelligence Meet Our Guests Alex Telford is Co-Founder and CEO of Convoke, an AI-native OS transforming drug development workflows. His background in life sciences consulting drives his mission to unify data and streamline outputs like clinical documents and regulatory submissions. Maged Ahmed is Co-Founder of Convoke and a former AI lead at Applied Intuition. He brings deep data infrastructure expertise to biotech, aiming to reduce friction in regulated environments by automating knowledge generation. About The Host Ross Katz is Principal and Data Science Lead at CorrDyn. Ross specializes in building intelligent data systems that empower biotech and healthcare organizations to extract insights and drive innovation. Connect with Our Guest: Sponsor: CorrDyn, a data consultancyConnect with Alex Telford on LinkedIn Connect with Maged Ahmed on LinkedIn Connect with Us: Follow the podcast for more insightful discussions on the latest in biotech and data science.Subscribe and leave a review if you enjoyed this episode!Connect with Ross Katz on LinkedIn Sponsored by… This episode is brought to you by CorrDyn, the leader in data-driven solutions for biotech and healthcare. Discover how CorrDyn is helping organizations turn data into breakthroughs at CorrDyn.
Setting up your 401 (k) can feel overwhelming, especially when you are faced with a long list of investment options. To make it easier, we welcome Zina Kumok, financial advisor and money expert, to explain how to choose wisely. Zina covers the importance of the employer match, diversification, and automation so your retirement savings can grow without stress. In the second half, we sit down with Jessica and Corey Fick of The Fioneers, who reached Coast FIRE in their early 30s. They share how they built a million-dollar portfolio, left corporate jobs that no longer fit their lives, and created a business that supports the lifestyle they truly want. If you are just starting out with your 401k or aiming for Coast FIRE, this episode will give you both the tactical steps and the long-term inspiration to succeed. RESOURCESSponsors, Deals, and Partners that Support the Show Sponsors, Deals & Partners – See all current offers in one place. MKM RESOURCES Own Your Time – Pre-order my first book today! MKM Coaching – Get 1-on-1 support with your family finance journey. Coast FIRE Calculator – Find out when you can slow down or stop investing for retirement. Mortgage Payoff Calculator – See how fast you can become mortgage free. YouTube – Subscribe for free to watch videos of episodes and interviews. RECOMMENDED RESOURCES (SPONSORS & AFFILIATES) Monarch Money – Best budget app for families & couples. Empower – Free portfolio tracker. Crew – HYSA banking built for families (Get an extra 0.5% APY with my partner link). Ethos – Affordable term life insurance. Trust & Will – Convenient estate planning made easy. Podcast Chapters 00:00 – Why your 401k match is part of your compensation 00:28 – Welcome and overview of today's episode 01:00 – Introduction to Zina Kumok 02:15 – What a 401k is and why it matters 03:30 – Understanding employer matches 05:00 – Choosing investments in your 401k 06:30 – Risk tolerance and diversification explained 08:30 – Automating your 401k contributions 09:20 – Alternatives to a 401k (IRA, HSA, brokerage) 13:00 – The importance of capturing your employer match 14:30 – Where to connect with Zina Kumok 15:17 – Coast FIRE couple spotlight: Jessica and Corey Fick 16:20 – The Coast FIRE Five 18:00 – Their journey from early investing to Coast FIRE 22:30 – How burnout pushed them to redesign their lives 25:00 – Reaching Coast FIRE and slowing contributions 27:00 – What their portfolio looks like today 29:30 – Household income range over 15 years 31:30 – Growing investments without new contributions 33:30 – How they control expenses in New England 35:20 – Advice for others pursuing Coast FIRE 37:10 – Why Coast FIRE is more approachable than full FIRE 40:00 – Where to learn more from The Fioneers HOW WE MAKE MONEY + DISCLAIMER This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS Podcast Artwork: Liz Theresa Editor: Johnny Sohl Podcast Support: Andy Hill Learn more about your ad choices. Visit megaphone.fm/adchoices
Gideon Spencer shares how he scaled from a cash-flowing fourplex to $6M in boutique hotels using automation, creative financing, and the mentor flywheel.In this episode of RealDealChat, Jack sits down with Gideon Spencer, real estate investor and founder of a new boutique hotel community, to discuss how he scaled from a fourplex short-term rental to multi-million-dollar boutique hotels in just two years.Gideon shares his origin story in tech, the family health crisis that fueled his drive for automated wealth, and how he uses systems, teams, and creative financing to scale fast. He also explains his “mentor flywheel” strategy for networking and deal flow—responsible for acquiring $6.5M in real estate.Here's what you'll learn in this conversation:How to turn a fourplex into a cash-printing short-term rental businessThe tech automations that make boutique hotels nearly hands-offWhat defines a boutique hotel & why travelers prefer themHow to find asymmetric return markets (better in bad times)The baby boomer “silver tsunami” fueling hotel opportunitiesWhy mom-and-pop hotel owners are the best sellersCase studies: $300 water valve fix = $600K in valueThe most expensive lesson: permitting delays in CaliforniaWhy “never pay someone to do what you could do yourself” is bad adviceThe mentor flywheel: building relationships that lead to dealsWhy creative financing (seller financing, sub-to, private money) is key
Have you ever meant to follow up with a patient… and then life happened? The sticky notes, the to-do lists, the reminders you forgot to check, and suddenly a week has gone by. At this point, it feels awkward to respond, and you realize you seriously dropped the ball. I've been there, and it's no fun. In this personal episode of The Clinical Entrepreneur Podcast, I'm sharing what's not been working and how I've finally figured out how to automate these follow-up tasks in a way that feels human, not robotic. Good intentions and a memory-dependent system will never get the job done consistently. But I finally figured out how to create follow-up automations that feel human, sound human, and make the patient/recipient feel as if they're talking to me. Here's what you'll learn in this episode: Why manual follow-ups will always break down (it's not your fault) The mindset shift that makes automation feel personal, not cold Why Practice Better or Jane can't replace a real CRM (and how they work together) The 3-step starter plan to simplify tags and build one workflow at a time Quick-win automations you can set up now… like new patient check-ins, supplement nudges, and reactivations How AI can help you write evergreen messages that sound warm and human And because I don't want you to just hear the idea, I want you to use it, I've also included a free resource with the exact Review Request Automation we use in our practice. It's short, simple, and effective. Tag the right patients, let it run, and watch those reviews come in like clockwork.
I sit down with Flo Crivello, CEO of Lindy, to talk about how AI agents are transforming workflows, saving hundreds of hours, and opening new growth opportunities. We cover everything from automating LinkedIn engagement to building agents that handle SEO, influencer marketing, and even team management. If you're serious about the future of business and marketing, this conversation will show you what's next. Chapters: 00:00 Keeping the top 20% of marketers 02:00 What Lindy does and why it matters 03:15 Automating viral LinkedIn posts 06:00 Natural language workflows explained 10:00 Scaling content with AI agents 14:00 Finding influencers with AI 17:30 Building agents for personal productivity 20:00 How to use AI memory in workflows 23:00 Why companies need an AI czar 26:00 Turning meetings into content 30:00 Remote vs in-office for creativity 34:00 Final thoughts on AGI How to Connect IG: / ericosiu X: / ericosiu
A medical career is more than treating patients. For young doctors, the hospital or clinic becomes a place where knowledge, endurance, and compassion are tested. Behind the white coat, there's a challenge often overlooked: securing your financial future while building your career. The pressure to get ahead can make it easy to focus only on work, leaving finances unprotected. Debt, delayed savings, and unplanned expenses can cost more than money. True success comes from planning, budgeting, and protecting yourself. Saving early, investing wisely, and having proper insurance may not feel exciting, but they create a foundation that lasts. Setbacks like unexpected costs or career shifts remind us that preparation and patience matter. The real goal goes beyond mastering medicine today. It is about protecting your earning potential, cultivating discipline, and building a financial foundation strong enough to support dreams for decades. In medicine and life, victories that endure come from preparation, patience, and perspective. In this episode of Time Out with the Sports Doctor, Dr. Derrick Burgess shares his journey from medical school through residency and into his early attending years, highlighting the challenges of managing student loans, budgeting, and lifestyle creep. He explains the importance of disability insurance, automating finances, paying yourself first, and building multiple income streams. We also explore how financial literacy can reduce stress, provide peace of mind, and give physicians the freedom to make career and life choices without feeling trapped. "If you lose part of your function, you can lose your ability to take care of patients. You have to protect your ability to do your job and your ability to take care of your family, take care of yourself." - Dr. Derrick Burgess Topics Covered: (00:01:14) Milestones in Dr. Burgess' career journey (00:03:09) Financial reality and challenges in career training (00:07:43) Budgeting & frugality (00:10:24) Disability insurance & peace of mind (00:12:42) Protect your income as your biggest asset (00:15:32) Advertisement: Struggling with your finances as a young physician? Doc2Doc Lending is here for you. Founded by doctors, we offer loans tailored to your unique career path—crediting your certifications and specialty training. Visit https://www.doc2doclending.com/ today. (00:19:02) Automating finances & paying yourself first (00:22:44) How to balancing medicine and financial goals (00:24:27) Entrepreneurship requires embracing imperfection (00:26:00) Financial literacy improves practice (00:27:31) What does financial freedom mean? (00:29:44) Advice to young physicians Key Takeaways: "We think about getting that dream job and living happily ever after. However, for many people, that dream job can become a nightmare." "If you don't tell your money what to do, it will do it until you deal with the consequences later." "As a surgeon, every time I walk in the operating room, I have peace of mind knowing that my hands are protected, knowing that my whole body is protected." "We have a hard time making money without working, so to speak. We're so used to being present, exchanging our time for money that it almost seems foreign that I can invest this money and I wake up in the morning and the paycheck is there." "I think we're so highly trained and so highly specialized that many times we have a hard time seeing the world outside of what we do." "The better stewards you are with your money, you're able to introduce more of those interests." Connect with Dustin Karas: FB: https://www.facebook.com/PatternLife/ IG: https://www.instagram.com/pattern.life/ YT: https://www.youtube.com/@PatternLife LinkedIn: https://www.linkedin.com/company/patternlife/ Connect with Dr. Derrick Burgess: Website: https://www.drderrickthesportsdr.com/ Instagram: https://www.instagram.com/drderrickthesportsdr/ Facebook: https://www.facebook.com/TimeOut.SportsDr LinkedIn: https://www.linkedin.com/in/derrick-burgess-72047b246/ YouTube: https://www.youtube.com/@dr.derrickburgess243 Email: thesportsdoctr@gmail.com This episode of TimeOut with the SportsDr. is produced by Podcast VAs Philippines - the team that helps podcasters effectively launch and manage their podcasts, so we don't have to. Record, share, and repeat! Podcast VAs PH gives me back my time, so I can focus on the core functions of my business. Need expert help with your podcast? Go to www.podcastvasph.com.
Thomas Rayner joins The PowerShell Podcast to share his journey from sysadmin and PowerShell MVP to securing Microsoft 365 as a security professional at Microsoft. He reflects on how PowerShell accelerated his career, the importance of blogging and community involvement, and why clear communication with managers is vital for growth. Thomas also offers advice for beginners, highlighting patience, persistence, and the value of mentorship in tech. Key Takeaways: PowerShell as a force multiplier: Automating repetitive tasks with PowerShell helped Thomas advance his career and opened the door to opportunities at Microsoft. Career growth requires communication: Being candid with managers, demonstrating value, and asking for resources to learn are key to advancement. Community and mentorship matter: Involvement in the PowerShell community, saying yes to opportunities, and supporting peers can transform both careers and personal growth. Guest Bio: Thomas Rayner is a security professional at Microsoft, where he focuses on preventative security solutions in Microsoft 365. A former Microsoft MVP in Cloud and Datacenter Management, Thomas built his career by blogging, speaking, and contributing to the PowerShell community. Originally from Edmonton, Canada, he used PowerShell to accelerate his early career as a sysadmin before moving into security roles at Microsoft. Today, he continues to share career wisdom, mentor others, and advocate for growth mindset thinking in tech. Resource Links: Thomas Rayner's Blog: https://thomasrayner.ca Thomas Rayner on LinkedIn: https://www.linkedin.com/in/thomasrayner/ Thomas Rayner on GitHub: https://github.com/tlrayner Connect with Andrew: https://andrewpla.tech/links PDQ Discord: https://discord.gg/PDQ The PowerShell Podcast on YouTube: https://youtu.be/3H-tMKqlSOs The PowerShell Podcast hub page: The PowerShell Podcast: https://pdq.com/the-powershell-podcast
How Human-Centric AI Frees CSMs for Strategic Work at BMCLeading customer success at a global scale is never easy—especially after a company split. For Sofia Barbosa, this meant steering a leaner team while still supporting hundreds of BMC products worldwide. The challenge: deliver more impact with fewer hands. The solution: build Succedo, an AI platform that reimagined how her team worked. The results spoke for themselves—customer success stories accelerated from months to days, output tripled, escalations dropped, and CSMs finally had time to focus on the strategic work that drives growth.In this episode, Sofia shares the inside story of how she's embedding AI across customer success at BMC. From value summaries and training path recommendations to support prioritization and statements of work, Sofia is proving that AI isn't about replacing people—it's about elevating them. She explains how she manages change, structures her AI teams, and why she believes experimentation (and even failure) is the only way forward.What you'll learn:- How Succedo helped triple the output of customer success stories.- The role of AI in reducing escalations and improving customer sentiment.- How to build specialized AI teams inside a large enterprise.- Why “human in the loop” remains critical in AI adoption.- The mindset shift leaders need to drive AI transformation.Check out the Key Takeaways & Transcripts: https://www.gainsight.com/presents/series/unchurned/Where to Find Sofia: LinkedIn - https://www.linkedin.com/in/sofiabarbosa/Where to Find Josh: LinkedIn: https://www.linkedin.com/in/jschachter/In this episode, we cover:0:00 – Preview & Introduction1:40 – Meet Sofia Barbosa (CCO, BMC Software)3:15 – Sofia's promotion and the BMC split6:53 – Why & how Succedo was born11:30 – The impact of using Succedo12:55 – Using AI to create value summaries15:40 – Creating personalized training paths with AI18:35 – AI for support: prioritization and sentiment analysis21:18 – Automating statements of work with AI24:35 – Building “Succedo Forge” and “Succedo Care” teams27:10 – Managing change and team sentiment around AI28:45 – Advice for CCOs driving AI transformationReferenced:- Sofia's post: https://www.linkedin.com/posts/sofiabarbosa_customersuccess-ai-bmc-activity-7366224818586685441-q74P
How AI and Data Shape Modern Customer Experience and Engagement Shep interviews Chris Koehler, Chief Marketing Officer at Twilio. He talks about creating exceptional customer experiences by leveraging personalization, customer trust, and AI. This episode of Amazing Business Radio with Shep Hyken answers the following questions and more: What defines an amazing digital customer experience today? How can businesses personalize digital interactions? Why is trust crucial in building long-term customer relationships? Why is it important for companies to use customer data responsibly and transparently? How does reducing friction impact customer satisfaction and retention? Top Takeaways: Personalization isn't just about using someone's name but about remembering their preferences, past actions, and making timely suggestions that fit their needs. When customers receive an experience that feels like it was made just for them, it leaves a strong, positive impression. Customers love it when a company remembers who they are and what they like, so they don't have to repeat themselves every time they interact or use another channel to communicate. Customers expect brands to use their data wisely and responsibly. It's not just about protecting information. It is also about applying it in ways that matter to customers. Trust is built when companies use data to solve problems or anticipate customer needs. Transparency is the foundation of customer relationships. When companies are up front about when customers are talking to AI and make it easy for them to connect with a human when necessary, they like the experience and feel respected and cared for. Making every step in the customer journey easy encourages customers to keep doing business with a company. If it's quick and simple to sign up, get help, or find what they need, customers are much more likely to come back. Customers want to communicate in the way that fits their situation and preferences. Companies need to be mindful of where their customers want to interact with them, whether it is by phone, chat, email, or social media. Different generations may have different preferences for communicating with a brand, but everyone likes having options. For example, customers may start with a chatbot but end up needing to talk to a human to solve complex or sensitive issues. Modern customer expectations include a consistently positive experience across multiple channels. Automating routine tasks through AI can make processes faster and more consistent, but it shouldn't detract from the human element of customer service. While technology can handle simple tasks quickly and efficiently, there are complex issues that need human intervention. Plus, Chris shares important and interesting stats on customer experience, AI, and personalization from Twilio's 2025 State of Customer Engagement Report. Tune in! Quote: "At the end of the day, people really don't care which channel they use. They just want the problem solved." About: Chris Koehler is Chief Marketing Officer at Twilio, a cloud communications platform that enables businesses to seamlessly integrate messaging, voice, and video capabilities into their applications to enhance customer engagement. Shep Hyken is a customer service and experience expert, New York Times bestselling author, award-winning keynote speaker, and host of Amazing Business Radio. Learn more about your ad choices. Visit megaphone.fm/adchoices
AI for Real Estate Investors is changing the game. In this episode, Jake & Gino sit down with serial entrepreneur Nadav Wilf to explore how artificial intelligence is transforming deal sourcing, property management, and investor efficiency. From automating workflows to boosting qualified deal flow, this conversation will open your eyes to the future of investing.Nadav breaks down exactly how AI can free up time, streamline operations, and unlock new opportunities in the real estate space. You'll learn how investors are using AI to find off-market deals, automate due diligence, manage tenant communications, and optimize asset management. Whether you're curious about predictive dashboards, property management automations, or cutting costs while scaling, this episode will show why AI for Real Estate Investors is becoming essential. Connect with Nadav Wilf → https://aligncoach.ai | LinkedIn: Nadav Wilf Chapters:00:00 – Introduction 09:24 – Why AI is a “cheat code” for entrepreneurs 14:47 – How AI helps real estate investors find off-market deals 19:45 – Automating due diligence, property management, and follow-up 24:02 – Will AI replace jobs? Opportunities vs resistance 31:58 – Using AI to fix property management pain points 37:49 – Should investors build custom AI or rely on platforms? 40:49 – Real-world AI tools for real estate and operations We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)