Podcasts about business efficiency

In this episode of The Retirement Fiduciary Podcast, host Adam Koós interviews Sharad Mehta, the Founder and CEO of REsimpli, a revolutionary real estate software platform. Sharad shares his remarkable journey from working as an accountant to becoming a successful real estate investor and entrepreneur. After flipping over 800 properties and managing a portfolio of 60 free-and-clear rental units, Sharad realized the need for a more efficient way to run his business. This insight led him to develop REsimpli, an all-in-one software solution designed to streamline real estate investing by integrating marketing, lead management, accounting, and more. Sharad and Adam discuss the challenges of scaling a real estate business, the importance of building strong relationships, and why maintaining consistency is the secret to long-term success. Sharad also explains his philosophy of paying off properties instead of leveraging them, his preference for simple, repeatable systems, and how consistency in marketing efforts has been key to his success. Whether you're an aspiring investor or a seasoned pro, this episode provides valuable insights into scaling, systematizing, and maintaining profitability in real estate. Plus, Sharad explains why REsimpli has become an indispensable tool for real estate professionals nationwide.   Episode Highlights:   00:00 Welcome to The Retirement Fiduciary Podcast 00:28 Introducing Sharad Mehta: From Frustration to Innovation 01:30 The Journey to Real Estate Investing 03:21 Building a Real Estate Empire 03:30 Creating REsimpli: Solving Business Inefficiencies 06:01 Flipping Houses and Managing Rentals 14:03 Scaling the Business with Systems and Processes 18:24 Analyzing Property Investments 18:34 The Role of Agents and Contractors 20:32 Building Trust and Relationships 21:26 Challenges in Property Management 22:11 Introducing REsimpli: A Turnkey Solution 24:27 Consistency: The Key to Success 29:16 Navigating High Interest Rates 31:23 The Numbers Game in Real Estate 33:36 Conclusion and Contact Information Connect with Sharad Mehta and REsimpli: Website: REsimpli WebsiteFacebook: REsimpli FacebookLinkedIn: Sharad Mehta on LinkedInInstagram: REsimpli InstagramTwitter: REsimpli TwitterYouTube: REsimpli YouTube Channel More Resources from Libertas and Adam Koós Click below to check out The Retirement Fiduciary Podcast (both video and audio available!): https://www.libertaswealth.com/podcasts/   …and CLICK BELOW to subscribe to The Retirement Fiduciary Podcast on Apple!:  https://podcasts.apple.com/us/podcast/the-cash-podcast-with-adam-koos-cfp-cmt/id1029927148   Click below for Stock Market Updates SCREENCASTS: https://www.libertaswealth.com/educational-videos/   Check out Adam Koós and Libertas Wealth in the news!: https://www.libertaswealth.com/in-the-media/   Click below to READ more Educational ARTICLES: https://www.libertaswealth.com/educational-articles/   For more information on how to sell your company, and other Business Transition and Exit Planning education, head over to: https://www.elevateandexit.com   For more Real-Time Updates on the Economy and State of the Markets, Follow Adam Koós on Twitter @AdamKoos: https://twitter.com/AdamKoos   Or follow Adam and Libertas Wealth on Social Media: Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: https://www.linkedin.com/company/libertas-wealth Twitter: https://x.com/LibertasWMTiktok: https://www.tiktok.com/@libertaswealthmanagement   Libertas Wealth Management Group, Inc. 5003 Horizons Drive, Suite 200 Columbus, OH 43220 info@LibertasWealth.com www.libertaswealth.com (614) 543-1350 ---   Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.     *******   The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning.  While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio.  If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans).   

In this episode of the B2B Marketing Excellence and AI podcast, Donna Peterson addresses the real challenges facing B2B marketers today — being asked to achieve more with fewer resources, leading to burnout and avoidable mistakes.Donna shares her personal experience with reevaluating and improving her workflow, focusing on practical steps she took to streamline processes using tools like ChatGPT, HubSpot, Dropbox, and Asana. She explains how documenting workflows and providing clear, detailed inputs into AI tools leads to better outcomes, and why critical thinking remains essential even when incorporating technology.Listeners will hear specific strategies Donna implemented, such as setting up client intake forms and automating task reminders to create a more efficient and organized system. She also emphasizes the need for regular review of processes to ensure technology supports goals rather than adding unnecessary complexity.The episode encourages marketers to start with small improvements, focus on one system at a time, and take a thoughtful approach to integrating technology into daily work. Donna reminds listeners that success comes from building strong, sustainable client relationships, supported — not replaced — by AI.Episode Highlights:• 00:00 Introduction to B2B Marketing Excellence and AI• 00:23 Challenges of Modern B2B Marketing• 00:46 Donna's Personal Workflow Struggles• 01:54 Leveraging AI for Workflow Improvements• 03:40 Creating a Paperless Workflow• 08:36 The Importance of Client Follow-Up• 10:21 Streamlining Processes with AI• 12:53 Final Thoughts and Encouragement• 15:28 How to Get Further AssistanceIf you are looking for ways to streamline your marketing processes and better integrate AI into your daily work, we invite you to visit www.worldinnovators.com.There you can sign up for a one-hour AI Strategy Session, schedule an in-office presentation, or organize a customized workshop for your team.Together, we can help you create a system that works — so you can focus on what matters most: building strong client relationships and achieving lasting success.

Welcome, listeners! Dive into the latest episode of The Proven Entrepreneur Show, where host Don Williams brings you an inspiring conversation with Zulfiya Forsythe, the dynamic founder and CEO of the Omadli Group. Join us as we explore the fascinating world of AI and data analytics, and discover how Zulfiya is transforming business operations to unlock unprecedented efficiency and growth. In this episode, Don Williams sits down with Zulfiya Forsythe, a trailblazing entrepreneur from Boston, Massachusetts. Zulfiya shares her remarkable journey from corporate life to founding the Omadli Group, a company dedicated to helping businesses optimize their operations using cutting-edge AI and data analytics solutions.Zulfiya Forsythe opens up about her entrepreneurial journey, starting from her days in corporate America to the bold decision to launch her own company amidst the challenges of the COVID-19 pandemic. She recounts the initial hurdles she faced, including the transition from a secure corporate job to the uncertain world of freelancing. Zulfiya's story is a testament to resilience and determination, as she navigated the complexities of starting a business and eventually found success with the Omadli Group.The conversation delves into the core mission of the Omadli Group, which is to help businesses buy back their time through innovative technology solutions. Zulfiya explains how her company leverages AI and data analytics to streamline business operations, reduce manual tasks, and provide real-time insights that are crucial for growth. She emphasizes the value of clean and unbiased data, likening it to the "new raw oil" in the age of AI. Listeners will gain valuable insights into how data can be harnessed to drive efficiency and make informed decisions.Don and Zulfiya discuss the broader implications of AI in business, touching on the importance of building a solid data foundation before implementing AI solutions. Zulfiya shares her experiences and the lessons she learned along the way, including the significance of understanding customer needs and the power of perseverance. The episode concludes with Zulfiya offering practical advice for aspiring entrepreneurs, encouraging them to believe in their ideas, embrace failure as part of the success journey, and continuously strive for improvement.Tune in to this enlightening episode and discover how AI and data analytics can revolutionize your business operations. Don't forget to like, comment, and subscribe for more inspiring stories from The Proven Entrepreneur Show!Entities Mentioned:Don Williams - HostZulfiya Forsythe - Founder & CEO of Omadli GroupOmadli Group - Business management consultant Firm Upwork - Freelancing platform

 A massive thank you to our sponsor this episode and our fave AI tool, Poppy AI. Use FIONA at checkout for a discount How the pandemic disrupted her original career plans and led to an unexpected passionThe fascinating story of how Canberra, Australia's capital, was designed by a woman Building a business that makes Australian women's history accessible and engagingGrowing from one walking tour to multiple tours across different citiesHow she approaches hiring team members based on personality rather than just historical knowledgeNavigating grief and personal challenges while building a businessThe upcoming book that shares 250 stories of remarkable Australian womenHer expansion plans for Sydney and Melbourne toursConnect with My Daily Business:Instagram: @mydailybusiness_TikTok: @mydailybusinessEmail: hello@mydailybusiness.comWebsite: mydailybusiness.comConnect with Sita Sargeant:Instagram: @sheshapeshistoryWebsite: sheshapeshistory.com.auEmail: sita@sheshapeshistory.com.auResources mentioned:Marketing for Your Small Business - 9-week live coaching program starting 13 May 2025Descript - AI video editing toolMy Daily Business courses - mydailybusiness.com/courses ⭐️ GET MORE TIME BACK with our fave AI tool that has saved us HOURS. Use Poppy AI and code FIONA for a discount ⭐️ Need some inspiration and tips today? Check out our new book, Business to Brand: Moving from transaction to transformation now. Get started on a more successful and sustainable small business with our range of free tools at mydailybusiness.com/freestuff Want to know more about AI and how to harness it for your small businesS? Join our new monthly AI chat for small business owners. You can join anytime at www.mydailybusiness.com/AIchat Try out my fave AI tool, Poppy AI here and use discount code FIONA. Ever wanted to write your own book and build your brand authority or start your own podcast to connect with and grow your audience? Check out our How to Start a Podcast Course or How to Get Your Book Published Course at our courses page. Connect and get in touch with My Daily Business via our shop, freebies, award-winning books, Instagram and Tik Tok.

SPONSOR MESSAGE Vanta: Security and Compliance Made Easy Vanta automates compliance with frameworks like ISO 27001, SOC 2, and more—so you're always audit-ready. Join over 9,000 businesses already streamlining their compliance, and save $1,000 today at vanta.com/startupradio. EPISODE OVERVIEW Tired of wasting valuable time and resources managing appointments manually? In this must-listen episode, Timify CEO Emanuel Simon reveals how forward-thinking enterprises supercharge their productivity by automating scheduling and optimizing resource allocation. Timify isn't just another calendar app—it's the "Calendly for grownups," designed specifically to manage complex scheduling scenarios faced by growing businesses and global enterprises. Why is scheduling so crucial to your success? Eliminate double bookings, administrative headaches, and underutilized resources. Discover how seamless customer interactions and intelligent workforce management translate directly into increased revenue and streamlined business operations. You'll discover: Enterprise-Level Scheduling: Easily handle multiple locations, diverse resources, and complex appointment flows. AI-Powered Automation: Save countless hours weekly with automated bookings, reminders, rescheduling, and resource allocation. Proven Growth Strategies: Emanuel shares real-world insights from banks, retail giants, and rapidly scaling startups. Key Quotes from Emanuel Simon: "We are the Calendly for grownups." "Growth isn't linear—it's wavy. Timify helps smooth those waves." "Stop manually coordinating meetings—automate, optimize, and thrive." Who Should Listen? Entrepreneurs: Scale faster by eliminating scheduling bottlenecks. Tech Founders: Discover innovative SaaS solutions for your growing business. Executives: Instantly boost your organizational efficiency and productivity. Investors: Identify lucrative opportunities within the scheduling and SaaS markets. Engage with Startuprad.io: Subscribe now for weekly insights from innovative leaders. Share this episode with your network to help them optimize their businesses. Leave a review—we value your feedback! Connect with us on social media: https://linktr.ee/startupradio Visit us online: https://www.startuprad.io/ Show Notes: Guest: Emanuel Simon, CEO of Timify Learn More: https://www.timify.com/en/ Timestamps: 0:00 - Introduction & Sponsor Message 2:15 - Meet Emanuel Simon, CEO of Timify 5:30 - "Calendly for grownups": Timify's Unique Advantage 12:00 - Mastering Enterprise Scheduling 18:45 - Automation & AI in Appointment Management 25:00 - Real-World Case Studies & Insights 33:30 - Growth Secrets & Scaling Strategies 40:00 - Key Takeaways & Actionable Advice

 A massive thank you to our sponsor this episode and our fave AI tool, Poppy AI. Use FIONA at checkout for a discount  Connect with My Daily Business:Instagram: @mydailybusiness_TikTok: @mydailybusinessEmail: hello@mydailybusiness.comWebsite: mydailybusiness.comResources mentioned:Marketing for Your Small Business - 9-week live coaching program starting 13 May 2025Descript - AI video editing toolMy Daily Business courses - mydailybusiness.com/courses ⭐️ GET MORE TIME BACK with our fave AI tool that has saved us HOURS. Use Poppy AI and code FIONA for a discount ⭐️ Need some inspiration and tips today? Check out our new book, Business to Brand: Moving from transaction to transformation now. Get started on a more successful and sustainable small business with our range of free tools at mydailybusiness.com/freestuff Want to know more about AI and how to harness it for your small businesS? Join our new monthly AI chat for small business owners. You can join anytime at www.mydailybusiness.com/AIchat Try out my fave AI tool, Poppy AI here and use discount code FIONA. Ever wanted to write your own book and build your brand authority or start your own podcast to connect with and grow your audience? Check out our How to Start a Podcast Course or How to Get Your Book Published Course at our courses page. Connect and get in touch with My Daily Business via our shop, freebies, award-winning books, Instagram and Tik Tok.

In this episode, Dr. Vishal P. Rekhala, an interventional pain management specialist, joins us to explore a game-changing approach to launching private medical practices through Independent Practice Partners (IPP). We unpack how IPP helps physicians go from concept to fully operational practice in as little as six months — without the usual red tape and overwhelm. Dr. Rekhala shares how a visionary group of ophthalmologists founded IPP to challenge the status quo and empower doctors to reclaim control of their careers. We discuss how this model is giving new life to private practice, especially at a time when many physicians feel trapped by hospital systems and insurance giants. As consolidation tightens its grip on healthcare, this conversation reveals how IPP offers a path to autonomy, financial growth, and better work-life balance — something many young doctors crave but struggle to achieve. We also spotlight the critical role of medical sales reps in this journey, acting as trusted guides who help physicians navigate the complex terrain of starting and scaling their own practices. From revenue cycle management and regulatory hurdles to the rise of boutique cash-pay practices, this episode is packed with real-world insights for physicians and sales professionals alike. Whether you're a doctor dreaming of independence or a rep looking to expand your impact, this conversation is your roadmap to thriving in today's evolving medical landscape. Connect with Dr. Rekhala: LinkedIn Connect with Me: LinkedIn Love the show? Subscribe, rate, review, and share! Here's How » Want to connect with past guests and access exclusive Q&As? Join our EYS Skool Community today!

 A massive thank you to our sponsor this episode and our fave AI tool, Poppy AI. Use FIONA at checkout for a discount  Connect with My Daily Business:Instagram: @mydailybusiness_TikTok: @mydailybusinessEmail: hello@mydailybusiness.comWebsite: mydailybusiness.comResources mentioned:Marketing for Your Small Business - 9-week live coaching program starting 13 May 2025Descript - AI video editing toolMy Daily Business courses - mydailybusiness.com/courses ⭐️ GET MORE TIME BACK with our fave AI tool that has saved us HOURS. Use Poppy AI and code FIONA for a discount ⭐️ Need some inspiration and tips today? Check out our new book, Business to Brand: Moving from transaction to transformation now. Get started on a more successful and sustainable small business with our range of free tools at mydailybusiness.com/freestuff Want to know more about AI and how to harness it for your small businesS? Join our new monthly AI chat for small business owners. You can join anytime at www.mydailybusiness.com/AIchat Try out my fave AI tool, Poppy AI here and use discount code FIONA. Ever wanted to write your own book and build your brand authority or start your own podcast to connect with and grow your audience? Check out our How to Start a Podcast Course or How to Get Your Book Published Course at our courses page. Connect and get in touch with My Daily Business via our shop, freebies, award-winning books, Instagram and Tik Tok.

#94.In this powerful episode, we sit down with Josh Kopel, restaurateur, consultant, speaker, and former President of the California Restaurant Association, whose story is one of transformation, from building a multimillion-dollar restaurant empire in Los Angeles to rethinking the way hospitality businesses are built and run.Kopel is best known for founding a Hollywood bar that became a local legend, launching a Michelin-awarded fine dining restaurant, and building an award-winning fast-casual brand. But by early 2020, he was burned out. With the pandemic looming, Josh sold everything—not as an exit, but as an evolution.What came next was FULL COMP, a podcast born out of a commitment to rebuild the industry from the inside out. Paring his own experience with candid conversations with industry legends, Josh codified the systems, strategies, and stories that drive long-term success in hospitality. Those insights became the Restaurant Scaling System: a step-by-step framework helping restaurant owners regain control, increase profits, and build businesses that don't burn them out.In 2025, Josh launched the 5-Day Restaurant Profitability Masterclass—a free, high-impact crash course that distills decades of lessons into five focused sessions. It's not theory; it's a practical blueprint for restaurateurs ready to stabilize their operations, grow sustainably, and finally enjoy the freedom they've earned.During the episode, Josh shares valuable insights on understanding customer needs, the power of teaching over doing in consulting, and effective strategies to boost profitability through targeted marketing and customer engagement. He also discusses the concept of product-market fit and how restaurants can harness AI to streamline operations and enhance efficiency. Links and resources

As an entrepreneur, you know that every dollar counts, so today we're taking a deep dive into a topic that can save business owners thousands of dollars: deductible business expenses. In this episode, we'll cover what makes an expense deductible, the savings that come with deductions, unexpected deductions, and the importance of bookkeeping. By the end of the episode, you'll have a clear picture of how to make the most of your expenses and keep your money in your business. Episode Highlights Deductible expenses must be ordinary and necessary. Deductions are powerful. Every dollar you deduct reduces your taxable income, directly lowering the amount of taxes you owe. However, in order to deduct a business expense, two key rules must be satisfied: the expense must be ordinary and necessary. To be ordinary, the expense must be common and accepted in your industry, such as a yoga mat for a yoga instructor. To be necessary, the expense must be helpful and appropriate for your business operations. Before you write off something, ask yourself whether a business like yours typically needs this type of expense and does it serve a legitimate business function? If the answer is yes, you may have a deduction on your hands. Don't forget unexpected deductions. While rent and office supplies may come to mind as deductible business expenses, consider whether these unexpected events apply to you: Pet expenses -- If a dog protects your office or warehouse, the dog's food, training, and vet bills may be deductible. Coaching -- Hiring a business coach, taking leadership training, and even going to therapy for stress management related to business all might qualify as expenses needed to run and lead a company. Your home office -- If you have a dedicated space in your home exclusively used for business, you can write off some of your rent, utilities, and internet costs. Marketing and promotions -- Hosting an industry event, running a giveaway, collaborating with influencers, and paying for digital ads all count as deductible expenses as long as they are directly tied to promoting your business. Work-related attire -- Buying branded uniforms or specialized attire for your business are legitimate business expenses. Business retreats -- If you take your team on a business retreat to strategize and improve company culture, that expense could be deductible. Make sure you document the business purpose with an agenda and good notes. Good bookkeeping is just as important as knowing the rules. Without solid record keeping, you might miss valuable deductions or struggle to justify an expense in the event of an audit. Here are some tips to keep your books in order: Separate personal and business finances -- Keeping separate personal and business bank accounts and credit cards makes tracking deductible business expenses much more manageable.  Use accounting software -- Accounting software, such as Quickbooks or Wave, can help automate tracking, helping to ensure nothing gets overlooked when tax season rolls around. Save your receipts -- The IRS requires proof of deductions, so keep digital or physical copies of receipts and invoices. Work with a professional -- A professional bookkeeper or accountant can help you keep your financial records accurate and compliant. Resources + Links Brian Thompson Financial: Website, Newsletter, Podcast Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes About Brian and the Mission Driven Business Podcast Brian Thompson, JD/CFP, is a tax attorney and Certified Financial Planner® who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.

 A massive thank you to our sponsor this episode and our fave AI tool, Poppy AI. Use FIONA at checkout for a discount In this quick tip episode, Fiona Killackey shares a powerful framework for dealing with overwhelm in business and life: subtraction. Rather than constantly adding more tasks, channels, or commitments when things aren't working, Fiona explains why removing elements can often be the most effective solution for creating space for what truly matters.You'll learn:Why subtraction is often more powerful than addition when facing challengesHow to identify what you can remove from your business and personal lifeThe importance of questioning invisible rules and limiting beliefsPractical areas to consider for subtraction: marketing channels, tasks, commitments, clutter, and goalsHow Fiona applied subtraction to improve her own health and family lifeQuestions to ask yourself when deciding what to let go ofWhy doing fewer things better often leads to greater successConnect with My Daily Business:Instagram: @mydailybusiness_TikTok: @mydailybusinessEmail: hello@mydailybusiness.comWebsite: mydailybusiness.comResources mentioned:Marketing for Your Small Business - 9-week live coaching program starting 13 May 2025Descript - AI video editing toolMy Daily Business courses - mydailybusiness.com/courses ⭐️ GET MORE TIME BACK with our fave AI tool that has saved us HOURS. Use Poppy AI and code FIONA for a discount ⭐️ Need some inspiration and tips today? Check out our new book, Business to Brand: Moving from transaction to transformation now. Get started on a more successful and sustainable small business with our range of free tools at mydailybusiness.com/freestuff Want to know more about AI and how to harness it for your small businesS? Join our new monthly AI chat for small business owners. You can join anytime at www.mydailybusiness.com/AIchat Try out my fave AI tool, Poppy AI here and use discount code FIONA. Ever wanted to write your own book and build your brand authority or start your own podcast to connect with and grow your audience? Check out our How to Start a Podcast Course or How to Get Your Book Published Course at our courses page. Connect and get in touch with My Daily Business via our shop, freebies, award-winning books, Instagram and Tik Tok.

Join the Imagen Community on Facebook to continue the discussions between episodes.In this episode Scott Wyden Kivowitz welcomes Ben Lau, an experienced photographer and multi-brand business owner. Ben shares the unique challenges and advantages of managing family, multiple wedding photography brands, and the integration of AI tools into his workflow.Ben Lau is a New Jersey-based wedding photographer with over a decade of experience capturing love stories worldwide. Known for his vibrant and authentic storytelling, Ben combines his unique eye for candid moments with a laid-back approach, ensuring couples feel comfortable and natural on their special day. When he's not behind the camera, Ben enjoys spending time with his family and exploring new culinary adventures. His dedication to his craft has made him a sought-after name in the wedding photography industry.Gain valuable insights into balancing family life and business operations, effective time management, and the role of AI in photography. Learn how Ben utilizes his sales background to boost his photography business and the importance of maintaining a personal touch in a digital world."My focus is on sales and marketing to grow my three brands." - Ben LauResourcesPearl Paper StudioHeyKarisTavePic-TimeSprout StudioShutterfestMidJourneyChatGPTCastMagicGo Getting CreativeFocused AF PodcastFocused AF SummitWhy You Should Listen:Get real-life strategies for balancing family and a demanding photography business.Discover the benefits of incorporating AI tools into your photography workflow.Learn from Ben's experience with effective sales techniques and client management.Explore the possibilities of creative uses of AI beyond traditional applications.Gain inspiration on maintaining authentic and engaging content in a digital world.Don't miss this episode filled with practical advice for photographers and business owners alike. Subscribe to Workflows and leave a review on your favorite podcast platform!(00:00) - 57 (00:59) - Wedding Season Wrap-Up (03:12) - Streamlining Workflow with Repeatable Processes (09:30) - CRM and Tools for Business Efficiency (12:31) - Balancing Work and Family Life (16:53) - Challenges and Personal Growth (21:36) - The Value of Imagen in Workflow (22:56) - Proposal Photography Challenges (24:52) - AI Tools in Photography (29:49) - The Importance of Authentic Blogging (38:16) - Final Thoughts and Resources

In this weeks' Scale Your Sales Podcast episode, my guest is Jan Young.   Jan Young is the founder of JanYoungCX consultancy & coaching, StepUpXchange CS executive courses with private community & CxXchange community for CS professionals. She is an award-winning CS leader of 2 successfully exited startups. She brings her cross-disciplinary approach to SaaS B2B tech and Customer Led Growth. Jan is on a mission to transform CS Leaders into Business Leaders and align GTM teams.   In today's episode of Scale Your Sales podcast, Jan shares expertise in transforming customer success leadership and aligning go-to-market strategies for business growth. This discussion covers the critical role of CS leaders in market alignment, the impact of data integration and AI on revenue operations, and the importance of breaking down organizational silos. Jan provides insights on driving profitability in customer interactions and creating a seamless customer journey.   Welcome to Scale Your Sales Podcast, Jan Young.     Timestamps: 00:00 Aligning GTM for Customer Experience 05:16 Balancing Customer Value and Profitability 09:34 Fostering Success Through Collaboration 13:42 Shifting to Profitable, Efficient Growth 15:03 Rethinking Customer Engagement Strategies 18:42 Optimizing Customer Success Milestones 22:47 Earning Trust in Sales Delivery 26:51 Sales vs. Customer Success Gender Dynamics 28:52 CS Careers Foster Customer Relationships 31:27 Embracing AI for Business Efficiency 35:07 Adapting to Industry Transformation 38:00 Community and Courage     https://www.linkedin.com/in/jan-young-cx/ https://x.com/janyoungcx     Janice B Gordon is the award-winning Customer Growth Expert and Scale Your Sales Framework founder. She is by LinkedIn Sales 15 Innovating Sales Influencers to Follow 2021, the Top 50 Global Thought Leaders and Influencers on Customer Experience Nov 2020 and 150 Women B2B Thought Leaders You Should Follow in 2021. Janice helps companies worldwide to reimagine revenue growth thought customer experience and sales.   Book Janice to speak virtually at your next event: https://janicebgordon.com   LinkedIn: https://www.linkedin.com/janice-b-gordon/   Twitter: https://twitter.com/JaniceBGordon   Scale Your Sales Podcast: https://scaleyoursales.co.uk/podcast   More on the blog: https://scaleyoursales.co.uk/blog   Instagram: https://www.instagram.com/janicebgordon   Facebook: https://www.facebook.com/ScaleYourSales   And more! Visit our podcast website https://scaleyoursales.co.uk/podcast/ to watch or listen.

Marketing can be done so much more efficiently and easily with the right tech... But how do you know what tech is the right tech!?Well today we have someone who specialises in this space joining us to chat about what tech might be right for your business - note: he is from High Level so there could be a llliittttllleee bit of bias towards that platform, however still great to learn about it! Kel shares insights on the platform's extensive functionalities, including CRM, email marketing, calendaring, and even cryptocurrency payments. He addresses common concerns about security and data management, and offers practical advice for transitioning to an all-in-one system.Kelvin Holliday is the Founder and CEO of the Transformational Group of companies, they are creators of time and freedom by sharing our Thinking to develop yours, Technology selection that's easy and cost-effective, and building remote Teams (Some call VA teams) by providing Internationally Recognised "Transformational Leadership" systems. Having been recognised in the top 10 professionals for leadership and Team systems internationally by Fox, ABS NBC and CBS, and as a 3 times #1 best selling author, he is passionate and motivated to share these experiences and systems with you. Connect with Kevlin on LinkedIn.DOWNLOAD MY CONTENT PLANNER - https://becchappell.com.au/content-planner/Instagram @bec_chappellLinkedIn – Bec Chappell If you're ready to work together, I'm ready to work with you and your team.How to work with me:1. Marketing foundations and strategy consultation 2. Marketing Coaching/ Whispering for you a marketing leader or your team who you want to develop into marketing leaders3. Book me as a speaker or advisor for your organisation4. Get me on your podcastThis podcast has been produced and edited by Snappystreet Creative

On the next episode of the Move Swiftly Podcast, we welcome a business efficiency powerhouse—Jenna, founder of Project Outsource.What's the most valuable asset your business needs? More time? More hands? Actually, it's freedom—and that's exactly what Jenna delivers. Through Project Outsource, she helps entrepreneurs reclaim their time, scale smarter, and eliminate the grind by blending offshore virtual assistants (VAs) with AI technology to create seamless, scalable solutions.Jenna and her team specialize in:✨ AI + Offshore VA Synergies – Automating and delegating so you can focus on your zone of genius✨ Medical Billing Solutions – Simplifying the complex so you can breathe easier✨ The V.A.A. Program – A concierge-style agency experience to match you with your perfect VA partner✨ Strategic Recruiting Services – Finding the right talent at the right time for the right resultsBut Jenna's mission goes beyond outsourcing tasks—she's on a mission to engineer freedom for business owners who are ready to scale without burnout, lead without overwhelm, and build without sacrificing their personal lives.Join us as Jenna shares next-level strategies for delegation, automation, and business efficiency, so you can close your laptop by 5 p.m. and focus on what truly matters. If you're ready to trade overwhelm for opportunity, this episode is for you!

If you've built the team, implemented the systems, and done everything you thought would make scaling easier—but you're still overwhelmed and stretched thin—this episode is for you. Because here's the truth: Your business is keeping you stuck.

Learn how to automate tasks, save time, and increase your profit. No coding required!

Points of Interest01:09 – 01:46 – Meet Today's Guest: Mari-Liis Vaher: Marketing pro, entrepreneur, and author of The Greatest Marketer in the World, Mari-Liis is here to help agencies prove their value and keep clients happy.03:04 – 03:40 – The Big Marketing Trust Issue: Ever had a client drop you out of nowhere, even though you were hitting all their goals? Mari-Liis explains why so many agencies struggle to prove their worth.07:10 – 07:57 – Marketing Is More Than Just Ads: Think marketing is just running social media and ad campaigns? Mari-Liis breaks down why it's actually a full system that needs to align with sales and leadership.11:51 – 12:36 – Scaling vs. Burning Out: Mari-Liis shares the hard lessons from running (and exiting) a seven-figure agency—why she left behind endless client work to build something more sustainable.17:04 – 17:46 – The Power of the “MIP Hour”: Setting aside an hour of focused, distraction-free work time each day can be a total game-changer for your productivity and stress levels.24:47 – 25:26 – Don't Just Take Clients at Their Word: When a client asks for SEO, Facebook ads, or a website, do you ask why? Mari-Liis explains why digging deeper leads to better results.28:24 – 29:06 – The #1 Killer of Good Marketing: Most marketing doesn't fail because the ideas are bad—it fails because of bad communication. Here's how to make sure everyone's on the same page.37:41 – 38:30 – Why Keeping Clients in the Loop Is Everything: If you're not giving your clients updates, they're making up their own (usually bad) stories about what's happening. Avoid that trap!42:42 – 43:07 – Freebies & Book Launch: Get Mari-Liis' free productivity guide, take a DISC personality test, and get early access to The Greatest Marketer in the World!Show NotesFree Productivity Guide for Overwhelmed Marketers - Learn how to work smarter, not harder: Download Here Free DISC Personality Type Test to Boost Your Impact in Communication – Understand how to communicate effectively in sales and marketing: Get It Free With Code MARCEL (this is a paid tool but with the coupon MARCEL, it is possible to download it for free.)Book Coming Soon: TheGreatestMarketer.comConnect with Mari-Liis:WebsiteLinkedInInstagramFacebookTikTokLove the PodcastLeave us a review here.

Are you feeling overwhelmed by your business? Like your days are running you instead of the other way around? I used to feel the same way—until I discovered how to design an ideal week that GIVES me energy instead of draining me.In this episode, I'm walking you through how I structure my weeks for maximum productivity, creativity, and energy. Whether you're drowning in meetings, struggling to find deep work time, or feeling like your calendar is a chaotic mess, this episode is for you.I'm also giving you my Ideal Week Template so you can create your own!

AI Adoption Starts at the Top: How Leaders Can Inspire SuccessEpisode Summary:In this episode of B2B Marketing Excellence & AI, host Donna Peterson shares insights from her recent presentation to CEOs, Presidents, and business owners on the critical role of leadership in AI adoption.At World Innovators, we believe that technology should enhance, not replace, human relationships. That's why today's conversation isn't just about AI tools—it's about how leaders can create a culture of innovation that supports their teams and strengthens business relationships.AI is not just a technology tool or a marketing tool—it is a business strategy. It impacts every department and should be integrated into daily operations to help companies work smarter, improve efficiency, and make better decisions. But for AI to truly take hold in an organization, leadership must set the example. If executives and managers make AI a habit, the rest of the team will follow. Donna discusses:Why AI adoption must start at the top—when leadership embraces AI, teams feel empowered to follow.The real benefits of AI—freeing up time from repetitive tasks, improving efficiency, and enhancing decision-making.Balancing AI with genuine human connection—how to use AI as a tool to build better relationships, not replace them.How AI is a business strategy, not just a tool—helping companies stay competitive in a rapidly changing world.Practical ways to start integrating AI into your business today—with tools like ChatGPT, Descript, and Seamless.ai. If you're a leader looking to inspire your team, this episode is for you. AI isn't just about automation—it's about creating a smarter, more connected business environment. Leaders who make AI part of their daily routine will see their teams follow suit, driving long-term growth and innovation. Listen in, and let's make AI a meaningful part of your business journey—together.

Tired of endless meetings and chaotic team communication? In this episode, I break down my top 4 communication strategies to streamline your workflow, reduce meeting time, and get better results with your team.You'll learn:✔️ how to implement a Forward Meeting to structure your week✔️ the exact meeting template my team and I use to cut down on wasted time✔️ why WhatsApp is ruining your focus (and what to use instead)✔️ how a simple task manager can transform your team's productivityDo you want my personal meeting template? DM me "MEETINGTEMPLATE" on Instagram @FastForwardAmy, or grab it here: fastforwardamy.com/meetingtemplateAre you interested in joining my Selfmade Millionaire Mastermind? DM me "MILLIONAIRE" on Instagram @FastForwardAmy and let's chat! Follow me on Instagram for more business and mindset tips: instagram.com/fastforwardamy Discover my free trainings and ebooks: fastforwardamy.com/freeresources

https://www.timbranyan.com/ Connect with me on:All my linksBecome a guestSign up for RiversideGet Descript #DigitalMarketing #Branding #PersonalBranding #MarketingInsights #SocialMediaStrategy

Your client journey is happening every single day, whether you're thinking about it or not. It's shaping how clients see your business, trust your expertise, and talk about you when you're not in the room. And yet—so many business owners focus on getting clients but don't put enough intention into keeping them engaged, excited, and coming back for more. So today, we're having a heart-to-heart about what your client journey really says about your business—and how to refine it so every touchpoint feels intentional, seamless, and deeply supportive.

Want to scale your painting business without working 24/7? In this episode, I chat with Brandon Vaughn about the power of systems, AI, and smart delegation to grow a business that thrives—without you doing everything yourself.In this episode you'll learn:

Feeling overwhelmed by all the moving parts in your handmade business? You're not alone! In this episode, I'm pulling back the curtain on the systems and processes that took me from chaos to control. I'll share the hard lessons I learned (so you don't have to), how I stopped feeling like I was constantly playing catch-up, and why systems—not just hustle—are the real secret to business success. You'll learn: ✅ The key difference between systems and processes (and why you need both) ✅ How I fixed one major bottleneck that was draining my time and energy ✅ The step-by-step framework to streamline your business, reduce decision fatigue, and free up your creative time If you feel like you're constantly putting out fires and need a better way to run your business, this episode is a must-listen!     Timestamps & Key Takeaways ⏳ [01:31] - Before Systems: The Chaos of Doing Everything Yourself Before systems and processes, I was drowning in tasks, constantly reacting instead of planning. Sound familiar? ⏳ [02:20] - How I Fixed My Biggest Business Bottleneck I went from scrambling for bare yarn stock to a smooth, automated inventory system. ⏳ [05:51] - The #1 Mistake That Keeps Handmade Businesses Stuck Without systems, processes are isolated. Without processes, systems fall apart. You need both to scale successfully. ⏳ [07:29] - Beating Decision Fatigue: Why Systems Give You Mental Freedom Too many daily decisions can be exhausting. Learn how systems reduce mental clutter and keep your business running smoothly. ⏳ [12:52] - The 4-Step Framework for Building Systems That Work A breakdown of how to map out, document, and optimize the core areas of your business for efficiency. ⏳ [17:46] - Growing Pains? How to Evolve Your Systems as You Scale New level, new devil! Your systems should evolve with your business—here's how to stay ahead of challenges.     Resources Mentioned

From hiring philosophy to revenue operations, AI-powered outreach, and the challenges of selling AI-driven solutions to legacy businesses, Frank delivers hard-hitting insights for startup founders, sales leaders, and AI enthusiasts.

Welcome to the very first episode of At Home with Founders! After a much-needed break and deep reflection, I'm back with a fresh new vision—and I'm so excited to bring you along for the journey. In today's episode, we're diving into a challenge I see all the time: brilliant, driven entrepreneurs stuck in the cycle of doing instead of leading. You didn't start your business to be overwhelmed, exhausted, and buried in busywork—you started it for freedom, flexibility, and impact. So, what's missing? It's not just better systems or strategy. It's habits. Tune in as we break down five powerful CEO habits that will shift how you operate in your business—helping you step into your role as a true leader. From strategic planning to intentional delegation and setting boundaries that protect your energy, these small but mighty shifts will create massive transformation over time. If you're ready to run your business in a way that actually works for you, this episode is a must-listen. Let's dive in!

Are you feeling the weight of inefficiency in your business? You're not alone. Many entrepreneurs struggle with time-wasting processes that drain energy and resources. But what if we told you that a few small changes could lead to significant gains? First, take a closer look at your workflows. Streamlining tasks can save precious time. Consider using automation tools. Think of them as your new best friends. They can handle repetitive tasks, leaving you free for the creative stuff. Next, engage with your team. Regular feedback can uncover hidden bottlenecks. A little communication can go a long way. Lastly, don't forget to measure your success. Tracking progress helps you identify what works and what doesn't. Remember, efficiency isn't just about doing things faster. It's about doing things smarter. So, could your business benefit from being a little more efficient? Absolutely. Embrace change and watch your productivity soar. Explore insights and strategies for success with Breakfast Leadership Network — your trusted source for leadership articles, shows, and beyond. Subscribe today to stay informed and inspired!     LinkedIn: https://linkedin.com/in/michaeldlevitt X: https://X.com/bfastleadership Instagram: https://www.instagram.com/bfastleadership/ YouTube: https://youtube.com/@breakfastleadership?sub_confirmation=1 TikTok: https://www.tiktok.com/@bfastleadership

The developers of the award-winning Kyrios Systems have released a new free toolkit to help small teams increase their efficiency and avoid common operational pitfalls. Sign up today at https://kyriossystems.com/business-efficiency-toolkit Kyrios Systems City: Hoover Address: 1236 Blue Ridge Blvd Website: https://kyriossystems.com

In this episode of Mortgage Lending Mastery, host Lady Jen Du Plessis discusses the value of focusing on quality over quantity in business relationships. She delves into the 'pennies vs. quarters' analogy, emphasizing the importance of investing time in fewer, high-value connections for long-term success. Listeners will learn strategies for identifying and cultivating these crucial relationships to scale their business efficiently. _______________________ Connect with Lady Jen Connect and Schedule a Strategy call at https://supportfromjen.com/ YouTube: https://www.youtube.com/@LadyJenDuPlessis Free Gifts: https://jenduplessis.com/gifts/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Tired of throwing money at expensive all-in-one platforms that don't quite fit your business? This no-fluff episode breaks down my real experience transitioning away from Stan Store to a more efficient, customized tech stack that works.What You'll LearnThe Reality Check: Get the unfiltered truth about hidden costs and limitations of one-size-fits-all solutions, including my firsthand experience with Stan Store.The Money Breakdown: Discover how switching to a custom stack of ThriveCart, ManyChat, and Reclaim.ai can save you over $500 annually while giving you more control over your business.Implementation Blueprint: Walk away with a practical, step-by-step guide to building your streamlined system without disrupting your current client relationships.Key Highlights:Why popular all-in-one platforms might be costing you more than just moneyA detailed cost comparison showing exactly where you can saveThe exact tools and integrations that create a seamless client experienceReal metrics on time saved through smart automationCommon pitfalls to avoid during your transition.Whether you're frustrated with your current tech stack or looking to scale without the premium price tag, this episode delivers actionable strategies to turn your business chaos into clockwork.────────────────── ⬇️ MORE THINGS, CHECK THEM OUT! ⬇️ Have questions or want to connect? Message me on Instagram. And, if you're ready to ditch the overwhelm, streamline your business, and create a brand that deeply resonates with your audience, take the next step and fill out my application form so we can chat! ⟡ My Favorite Platforms: https://www.iden.agency/tools ⟡ Subscribe to my Email List: https://iden.myflodesk.com/subscribe

Discover how delegating tasks to virtual assistants can boost productivity and personal fulfillment with insights from Renee Hastings of Executive Help Now. In this enlightening episode of Talking with the Experts, host Rose Davidson engages with Renee Hastings, the dynamic President and CEO of Executive Help Now. With a rich background spanning over 15 years in virtual assistance, Renee offers invaluable insights into how entrepreneurs and executives can harness the power of delegation to enhance both business productivity and personal well-being. Renee emphasizes the critical first step of identifying tasks suitable for delegation. Routine activities such as email management, scheduling, and data entry often consume significant time that could be better spent on strategic initiatives. By entrusting these tasks to skilled virtual assistants, business leaders can refocus their energies on areas that directly impact growth and innovation. Building trust and maintaining open communication are pivotal when integrating virtual assistants into a team. Renee shares effective strategies for establishing clear expectations, utilizing collaborative tools, and fostering a culture of transparency. These practices not only enhance the working relationship but also ensure that virtual assistants are empowered to deliver exceptional results. The conversation also delves into leveraging the specialized skills that virtual assistants bring to the table. From social media management to customer support, these professionals offer expertise that can elevate the quality of services and expand a company's capabilities. Renee discusses how to assess the return on investment (ROI) when incorporating virtual assistance, highlighting cost-effective solutions that drive substantial benefits. Central to Renee's message is the notion that effective delegation is a catalyst for preventing burnout and achieving a fulfilling personal life. By offloading time-consuming tasks, entrepreneurs can reclaim valuable time, leading to improved work-life balance and overall satisfaction. Three Key Points from the Interview: 1. Identifying Tasks to Delegate: Recognize and assign routine tasks to virtual assistants to free up time for strategic activities. 2. Building Trust and Communication: Implement clear communication channels and set expectations to cultivate a productive partnership with virtual assistants. 3. Leveraging Specialized Skills: Utilize the diverse expertise of virtual assistants to enhance business operations and service offerings. This episode is a must-listen for business owners and executives aiming to optimize their operations and enrich their personal lives through the strategic use of virtual assistants. Connect with Renee: https://www.facebook.com/ExecutiveHelpNow https://www.linkedin.com/company/executive-help-now/ https://executivehelpnow.org/ https://reneehastings247.com https://www.instagram.com/executivehelpnow/ https://www.youtube.com/@ReneeHastings Apple Podcasts https://podcasts.apple.com/us/podcast/renee-speaks/id1710622671 PROMOTION: https://executivehelpnow.aflip.in/whatcanavadoforyou.html ▼ ▼ You can connect with/follow Talking with the Experts: Website: https://talkingwiththeexperts.com/ LinkedIn: https://www.linkedin.com/company/talking-with-the-experts/ SoundCloud [Follow] https://soundcloud.com/talking-with-the-experts YouTube: [Subscribe] https://www.youtube.com/channel/UCkM5n5QJhnNAmUiMzii73wQ Facebook Page: [Rose Davidson] https://www.facebook.com/rosedavidsonaustralia/ Instagram: https://www.instagram.com/rosedavidson_australia/ #RoseDavidson #TalkingWithTheExperts #ExpertInterviews #BusinessGrowth #LeadershipInsights #EntrepreneurMindset #IndustryLeaders #ProfessionalDevelopment #SuccessStrategies #PodcastForEntrepreneurs #InnovationAndTrends

LISTEN TO THIS EPISODE IF YOU ARE WONDERING HOW TO INCREASE SALES IN YOUR ESTABLISHED BUSINESSScaling your business isn't just about working harder or posting more, it's about working smarter. In this episode, I'm walking you through the exact model I use with my clients to help them scale their sales without scaling their time.We're covering:How to know if you're truly ready to scaleThe key difference between growing and scaling your businessMy ASOE Model: Analyze, Sustain, Optimize, ExpandWhy most businesses try to scale before they're ready and how to do it the right waySimple tweaks that can create massive sales growth without adding more to your plateScaling isn't about doing more, it's about doing better.We're diving deep into what it really takes to increase your sales while keeping your business sustainable.Grab a notebook and get ready to take action.Topics We Discuss: Business Growth vs. Scaling, Sales Optimization, Business Efficiency, Sustainable Expansion, Marketing & Sales StrategyJOIN THE SBG FREE COMMUNITY //⁠CLICK HERE⁠FREE TRAININGS //⁠CLICK HERE TO BROWSE⁠EXPLORE PROGRAMS & SERVICES// ⁠⁠⁠⁠CLICK HERE⁠⁠⁠⁠APPLY TO WORK WITH ME //⁠⁠⁠⁠CLICK HERE⁠⁠⁠FOLLOW MADI ON INSTAGRAM // ⁠⁠⁠@thisismadisonpaige⁠⁠ 

Send us a textIn this thought-provoking episode, Mike Sabat, Enterprise Account Executive at Twilio, unveils practical strategies for leveraging AI in customer success and account management. He shares groundbreaking approaches to AI implementation, including using it as a virtual coworker and harnessing tools like Google Gemini for comprehensive account research. The discussion reveals how AI can dramatically reduce research time while improving the quality and depth of account planning.Detailed AnalysisThe episode delves deep into the practical application of AI in customer success, highlighting several transformative approaches:The conversation begins with Mike's innovative perspective on overcoming "AI writer's block" by treating AI as a collaborative coworker rather than just a search tool. This approach helps professionals move past the initial hesitation of not knowing how to integrate AI into their workflow.A significant portion focuses on Mike's revolutionary approach to account planning using AI. He introduces the concept of "meta prompting" - using AI to create comprehensive prompts for deeper research. This method, particularly when combined with Google Gemini's advanced research capabilities, transforms what was previously a days-long research process into a matter of minutes.The discussion highlights the importance of responsible AI usage, with Mike emphasizing the need to be cautious with proprietary information. He provides practical guidelines for maintaining confidentiality while maximizing AI's research capabilities.The episode concludes with insights into how AI can serve as a preparation tool for client meetings, allowing professionals to practice handling potential objections and scenarios before actual client interactions.The transformative impact on time management is particularly noteworthy, with tasks that previously took days now being completed in minutes, allowing for deeper, more comprehensive account research and planning.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

AI is Reshaping Business—Here's What You Need to Know In this episode of The AI Report, Liam Lawson sits down with Isar Meitis, founder of Multiplai.ai, to explore how AI is revolutionizing business strategy, automation, and decision-making. Isar shares how AI adoption has evolved from 2024 to 2025—highlighting the rise of AI agents, enhanced large language models, and the infrastructure making AI more accessible than ever. He breaks down how businesses can strategically integrate AI to increase revenue, streamline operations, and eliminate tedious tasks. From optimizing workflows to leveraging AI-powered data analytics, this conversation dives into the practical applications that are driving real impact across industries. Isar also reveals why businesses fail at AI adoption, how to get leadership buy-in, and why technical debt is one of the biggest roadblocks companies face. But it's not just about automation—this episode tackles the deeper implications of AI on the workforce, ethical concerns around AI-generated content, and the future of work in an era where AI is rapidly replacing jobs. Want to learn how to stay ahead, implement AI effectively, and make sure your business doesn't fall behind? Tune in now and don't forget to like, comment, and subscribe for more expert insights! Use promo code 'THEAIREPORT' for $100 off on Multplai.ai's Gen AI Business Transformation Course: https://multiplai.ai/ai-course Learn AI in Just 5 Minutes Per Day: https://www.theaireport.ai/ (00:00) Preview (00:49) The Evolution of AI  (02:42) The Three Key Changes in AI Adoption   (07:58) AI's Role in Business Efficiency (12:55) Why AI Won't Replace Humans Yet (15:42) The Rise of Generic AI Content   (19:26) AI's Role in Fixing Legacy Systems   (22:28) Data Lakes & AI-Powered Business Insights   (24:52) How to Successfully Implement AI in Your Business   (28:44) The Role of Leadership in AI Adoption   (32:00) The Best AI Tools for Automation & Productivity   (35:16) The Future of AI in Data Research & Analysis   (38:07) AI-Powered Data Analysis (42:30) AI Agents & Business Automation   (46:55) What Makes the Best AI Entrepreneurs Stand Out?   (49:42) The Most Disruptive AI Strategy  (54:28) Ethical AI – The Biggest Dilemmas Businesses Face   (57:19) AI & Data Privacy  (01:06:17) Why Ignoring AI is a Huge Mistake 

Episode NotesVirginia Purnell interviews Ernesto Mandowsky, a systems expert and founder of Million Dollar Machine (MDM), on how small business owners can simplify operations and scale faster.In this episode, we cover:✅ The 6P framework that helps entrepreneurs scale successfully.✅ The biggest mistakes business owners make when trying to grow.✅ Why solopreneurs struggle to reach $1M—and how to fix it.✅ How to use systems & automation to reduce overwhelm.✅ The importance of building a "Million Dollar Machine" for long-term success.Ernesto also shares insights from his upcoming book, Momentum Multipliers: Five Recipes to Build Your Million Dollar Machine, where he breaks down the exact steps entrepreneurs need to take to systematize growth and scale with ease.Key Questions (00:50) How did you get to be where you are today?(02:46) Are there certain businesses that you work with, like a niche or something like that?(03:44) You work with startups or they have to be in the business for X amount of years first?(04:34) Is there a typical thing, like a mistake or a misconception, whatever, that people are typically doing when they first start working with you?(05:37) Do you help them, obviously systematize, but is that done through software? Is it done through bringing in people? Is it done through all of your stuff?(07:46) You mentioned a 90-day system. So do you show them... Was it the 12-week year, like something like that for them to focus on?(10:43) When you help bring in people to the team, are they virtually? Are they in person? Is it a mixture?(13:01) How do you get in front of these potential clients?(15:32) What are a couple of big goals that you are looking to achieve over the next year or two?(16:01) How would that affect your business?(16:55) What do you feel is the number one roadblock standing in your way of reaching that goal?(18:30) What is the best advice that you have ever received?(20:00) What's the best advice you've ever given?(21:50) We've covered a lot of things, but is there something that we haven't talked about yet that you would like to touch on?Virginia Purnell (26:28) Where can we go to learn more about you and what you do? Ernesto Mandowsky https://www.yourmdm.coCTA: score.yourmdm.cohttps://www.instagram.com/mdm.ernestoVirginia PurnellFunnel & Visibility SpecialistDistinct Digital Marketing(833) 762-5336virginia@distinctdigitalmarketing.comwww.distinctdigitalmarketing.comwww.distinctdigitalmarketing.co

Uncover why your marketing might be falling flat - and it's not your strategy. Dive into the hidden conversion killers holding back your service-based business, from inconsistent messaging to manual overload. Learn how integrating the right systems, automations, and workflows can transform your marketing from sporadic success to consistent conversions. In this episode CEO, marketing strategist, and coach, Whitney Kay talks about the real impact of misaligned systems on your bottom line and provides actionable steps to create a foundation that actually supports your marketing efforts.────────────────── ⬇️ MORE THINGS, CHECK THEM OUT! ⬇️ Have questions or want to connect? Message me on Instagram. And, if you're ready to ditch the overwhelm, streamline your business, and create a brand that deeply resonates with your audience, take the next step and fill out my application form so we can chat! ⟡ My Favorite Platforms: https://www.iden.agency/tools ⟡ Subscribe to my Email List: https://iden.myflodesk.com/subscribe

How do you scale your business without drowning in inefficiency?Running a growing business comes with a unique set of challenges: endless phone calls, lost leads, and complex processes that feel like they're running you, instead of the other way around.In this episode of Leveraging AI, we have Heidi Araya, process improvement guru and AI advocate, who has spent 25 years helping businesses of all sizes optimize their workflows. In this episode, Heidi shares a case study of a handyman who went from overwhelmed to streamlined by implementing an AI-driven receptionist and automation tools.If your 2025 business goals include working smarter, not harder, this episode is packed with actionable insights and proven strategies to help you optimize processes, delight customers, and reclaim your time.In this session, you'll discover:The step-by-step process of mapping and optimizing inefficient workflows.How to identify the "biggest pain points" in your business that AI can solve.The secret to building a personable AI receptionist that delights customers.How automation tools like Make.com transform processes across industries.Why maintaining a human touch alongside AI is a competitive advantage. Heidi Araya is a process improvement expert who has worked with companies ranging from startups to Fortune 500 organizations. Leveraging AI and automation, she helps businesses unlock efficiency while keeping the human touch alive.About Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Free AI Consultation: https://multiplai.ai/book-a-call/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

Ready to Unlock Business Efficiency? On this episode of Spaghetti on the Wall, host Armando Leduc chats with Kyle Walbrun, founder of EfficientAide, about how smart delegation and strategic support can free up your time and skyrocket productivity. Learn how to break free from bottlenecks and reclaim your work-life balance! Don't miss this insightful conversation!

After a six-week break, we're kicking off the new year with a deep dive into business efficiency—eliminating redundant processes, optimizing workflows, and cutting unnecessary costs. Inspired by Elon Musk's continuous improvement mindset, this episode explores: ✅ Identifying and removing double-entry tasks ✅ Evaluating long-standing processes—are they still necessary? ✅ Assigning dollar values to inefficiencies and making smart cuts ✅ Balancing automation with essential human oversight Join Aaron as he breaks down how he audits his businesses every January to streamline operations and boost productivity. Are you ready to trim the fat and scale smarter? Don't forget to subscribe for more episodes of the AC Method! The AC Method is hosted by Aaron Clippinger and sponsored by SquareCoil. Go to https://www.squarecoil.com to streamline your custom industry today. Connect with Aaron and The AC Method community: https://www.linkedin.com/in/aaronclippinger https://www.instagram.com/theacmethod/ https://facebook.com/profile.php?id=100063971505812 https://www.tiktok.com/@squarecoil Learn more about your ad choices. Visit megaphone.fm/adchoices

I'm going to bet you're tired of spending countless hours troubleshooting tech issues and wearing all the hats in your business. In this episode, I'm breaking down the true cost of the DIY mindset that's keeping you stuck. Through real client examples and practical insights, discover how one business owner wasted $500 on email automation struggles - money that could have been easily funneled in to fuel business growth instead. I'll share how the IDEN framework can help you identify time-sucking activity so you can eliminate it better serve your clients, and scale your business. So, it's time to stop letting DIY drain your time, energy, and profits - and instead, turn that overwhelm into opportunity.────────────────── ⬇️ MORE THINGS, CHECK THEM OUT! ⬇️ Have questions or want to connect? Message me on Instagram. And, if you're ready to ditch the overwhelm, streamline your business, and create a brand that deeply resonates with your audience, take the next step and fill out my application form so we can chat! ⟡ My Favorite Platforms: https://www.iden.agency/tools ⟡ Subscribe to my Email List: https://iden.myflodesk.com/subscribe

Feeling overwhelmed by endless tasks and clunky processes that seem to be running your business instead of the other way around? In this episode, business coach and systems expert Whitney Kay is here to help you streamline for success. Instead of juggling it all, she reveals how to set up tools and systems that save time, reduce stress, and put you back in control.Here's what we're covering:**The must-have tools that simplify workflows and free up your time.How to set up automation to work smarter, not harder.A step-by-step approach to identifying and solving inefficiencies in your processes.It's time to stop spinning your wheels and start working smarter with systems that actually work. Grab your notebook, tune in, and let's build the foundation for a streamlined, successful business!"────────────────── ⬇️ MORE THINGS, CHECK THEM OUT! ⬇️ Have questions or want to connect? Message me on Instagram. And, if you're ready to ditch the overwhelm, streamline your business, and create a brand that deeply resonates with your audience, take the next step and fill out my application form so we can chat! ⟡ My Favorite Platforms: https://www.iden.agency/tools ⟡ Subscribe to my Email List: https://iden.myflodesk.com/subscribe

Discover how to transform complex business relationships with Peter Bonney, CEO and founder of VendorFool, as he reveals the untapped opportunity in procurement technology. In this value-packed conversation, Peter shares his journey from 13 years in investment management to launching two successful SaaS startups that are revolutionizing how businesses engage with vendors. You'll learn how his platform eliminates repetitive, time-consuming questionnaires so sales teams can focus on their highest-value activities—solving customer problems. Peter candidly discusses his mid-career pivot at age 40, offering a refreshing perspective on embracing new challenges regardless of age. His powerful advice to "embrace failure" and "don't wait for perfection" provides a practical framework for entrepreneurs looking to accelerate growth. Whether you're considering a career transition or seeking to optimize your business processes in the age of AI, Peter's insights will help you play big faster by putting your ideas into action before they're "fully ready."

Ready to end the year with a gift to your future self? In this special episode, Brian guides you through a six-step process to close out 2024 and set yourself up for success in 2025. You'll tidy your finances, get a jump start on thinking about taxes, evaluate your business performance, and set strategic goals.  Your Year-End Business Review Checklist Step 1: Close Out Your Financials Closing out your financials may sound dry, but it's imperative to get right. Review your books -- Review your profit and loss for the year for any discrepancies, outstanding invoices, or payments that need to be paid. Make sure you have the correct categories for your transactions to save you a headache when you prepare next year's tax return. Reconcile your accounts -- Every month, but especially at the end of the year, you should reconcile your financial accounts, including bank accounts, credit cards, and loans, to reveal unaccounted expenses or hidden fees. Analyze your cash flow -- Review your cash flow to see what you owe and who owes you. You can also get a clear picture of whether you can defer income to next year or incur more expenses this year to save on taxes. Review your payroll -- Ensure wags, taxes, and benefits are accurate and that Bonuses are accounted for with proper tax withholding. Step 2: Evaluate Your Tax Position Once your financials are in place, it's time to shift to taxes. Consider year-end tax deductions -- Incur expenses for purchases like office supplies, software, professional services, and equipment you will have in the coming year. Review your retirement contributions  -- Don't miss your opportunity to make employee contributions to your Solo 401(k) before the December 31 deadline. Plan for next year's taxes -- Project what your tax liability might look like next year, plan for potential quarterly tax payments, and evaluate whether you might qualify for tax credits or deductions. Also, start gathering important information for tax forms, such as 1099 NECs and W2s. Step 3: Reflect On Business Performance Once the numbers are in order, it's time to review the past year of business performance and make meaningful adjustments. Review key metrics -- Identify the key metrics for your business, determine whether or not you hit them, and analyze why or why not. Analyze client data  -- Come up with your ideal client profile but remember that high paying isn't the same as high value. Employee performance reviews -- If you have a team, conduct an annual performance review to acknowledge achievements, identify areas for improvement, and set clear expectations for next year. Step 4: Refine Your Vision, Mission, and Values Let's dig deeper into your mission, vision, and values, which are at the heart of mission-driven businesses. Reassess your mission and vision -- Ask whether your mission or vision has evolved or shifted and update your mission and vision statements if necessary. Clarify your core values  -- Just like with your mission and vision, reflect on your core values and update them if necessary. Step 5: Set Strategic Goals For 2025 After reflecting on the past, let's look forward by setting achievable, flexible goals. Set SMART goals -- Aim to set goals that are specific, measurable, achievable, relevant, and time-bound. Break down goals into actionable steps -- Know the next, right step to make your goals less overwhelming and chart a clear path forward. Build in flexibility - The market, economy, and client needs are always evolving. Build checkpoints into your plan and make course corrections as needed. Step 6: Tidy Organizational Processes Don't overlook the operational side of your business to save yourself headaches and hours in 2025. Audit your systems and tools -- Review the software, apps, and systems you are using, take note of the tools you aren't using, and automate repetitive tasks. Organize digital files -- Organize digital files in clearly labeled folders to easily find essential documents. Review contracts and legal documents - Check that your contracts and legal documents with vendors, clients, and employees are up-to-date and compliant. Resources + Links Brian Thompson Financial: Website, Newsletter, Podcast Follow Brian Thompson Online: Instagram, Facebook, LinkedIn, X, Forbes About Brian and the Mission Driven Business Podcast Brian Thompson, JD/CFP, is a tax attorney and Certified Financial Planner® who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.

In this episode of The A2 Show, hosts Andrew Cass and Aaron Parkinson tap into their combined 50+ years of business expertise to deliver bold predictions for 2025. They explore the transformative impact of AI, Bitcoin's rise as a digital asset, and strategies to optimize efficiency in business. With candid discussions on adopting AI in business, restructuring for productivity, and the societal shifts shaping the new year, this insightful conversation equips viewers with tools to thrive in 2025. Plus, they give an inside sneak peek at exactly what they're doing in all of these areas.To watch or listen to the full episode, "Bold Predictions For 2025: From AI To Bitcoin To Business Efficiency Strategies & More!", visit: https://thea2show.com

In the episode In The Club powered by Club Colors, Ian Musselman and the hosts highlight the importance of diverse experiences in shaping versatile skills. They discuss transitioning from general contract work to a specialized role in the automotive industry. Key elements include the value of passion in professional fulfillment, the challenge of delegation, and the significance of a strong, trusted brand in influencing public policy. The guest also emphasizes the importance of team dynamics and consistent brand representation in all interactions, underscoring the impact of personal and company values in daily operations.KEY TAKEAWAYSCareer Journey and Experience: Ian Musselman shared his diverse background, working in various industries including, pharmaceuticals, automotive, and nonprofits, which allowed him to gain broad perspectives and apply general knowledge to specific sectors.Passion for Work: Musselman emphasized the importance of working in areas that provide fulfillment, noting his particular passion for cars and transportation, and how this passion drives his continued engagement and enthusiasm in his role.Team and Leadership: He highlighted the strength and capability of his team at LKQ, stressing how having a passionate and skilled team is crucial for success.Brand and Policy Impact: The significance of a strong brand in influencing public policy was discussed, emphasizing the importance of being a recognizable and trusted entity in the policymaker's mind.Brand Engagement: Musselman mentioned how LKQ actively uses branded products to create a lasting impression in various professional settings.Personal Interaction: Despite transitioning to different roles within the company, Musselman continues to value personal interactions and remains engaged in various activities and meetings.Consistency in Values: The importance of representing oneself and one's company consistently with the desired values and leaving a positive impression.QUOTES“You talk to my teammates…I've been trying to transition away from some of what I've been doing for 25 years...because I'd love it. I really enjoy it. It is still a passion.”“We work globally, I've got an incredibly capable and knowledgeable team and I struggle with the fact of handing it off and letting them do other things because I want to have my hands in it.”“When you have that passion though, that drives other people towards you as well.”“One of the things that we want public policymakers to think about is our brand when they're writing something that is going to affect 200 million vehicles.”“Branding is a visual reminder of who you are and what you talked about.”“Are you living those same values in which you want people to perceive you and your company?” Connect and learn more about Ian Musselman.https://www.linkedin.com/in/ian-p-musselman-7a04306/If you enjoyed this episode of In the Club Podcast with Club Colors, please leave us a review on your favorite podcasting platform!Club Colors: https://www.clubcolors.com/

Are you feeling the tension between being the visionary leader your business needs and effectively managing your team? As the year comes to a close, do you find yourself reflecting on the ambitious goals you set—and wondering if you're giving yourself enough grace for what you did achieve? In this episode of Leadership is Feminine, host Kris Plachy invites you to examine the critical balance between leadership and management. Kris opens up the conversation with the striking statement: "A lot of people who start businesses are very good at leading because they're visionaries, they are motivating, they're inspiring... but maybe terrible at managing." And here's the issue that she has seen many visionaries experience. She identifies that while many entrepreneurs possess the vision and motivation, they often miss out on the crucial organization and structure that managerial skills bring to the table. Not neglecting those on the other end of the spectrum, Kris also brings to light the potential pitfalls of leaders who excel at managing but struggle to inspire and motivate their workforce. Often, she explains, these skilled managers tend to get too deep in the details and lose sight of the larger picture and purpose. Kris notes, "You have to understand the dynamics of both. How do I leverage the hearts and minds and hands of other people to achieve the result I want? And how do I envision that result in a way that helps others be excited, be a part of it, and it becomes integral to the culture?" As we wrap up the year, Kris challenges you to reflect on your own leadership and management skills, offering an invaluable perspective that just might lead to your breakthrough and take your business and your team to the next level. Key Takeaways From This Episode Performance and Growth: Understanding the annual growth, performance, and progression. Distinction between Managing and Leading: And the need for a balance between the two. Clarity on What the Entrepreneur Role Entails: Description of common gaps in leadership and management skills Invitation for Listeners to Reflect on Their Skills and Their Goals. Encouragement to Work on Personal Growth to Steer Business Growth. Contact Information and Recommended Resources Get Access to LEAD LESSONS Have questions? Want more details about the ways we support women Visionary Founders? Visit www.thevisionary.ceo. Linkedin Instagram Facebook Pinterest

In the episode In The Club powered by Club Colors, Ian introduces LKQ, a company with a rich 25-year history rooted in sustainability and innovation. Founded by Mr. Flynn as a means to transform salvage vehicles into valuable commodities, LKQ has grown into a global leader in parts distribution. The company is committed to reusing and recycling nearly every component from end-of-life vehicles, contributing significantly to environmental sustainability. Ian discusses LKQ's expansion into specialized and aftermarket automotive equipment, their efficient operational strategies, and the importance of quick turnaround times for customers. He also delves into LKQ's active engagement in public policy and their robust foundation aimed at giving back to communities. Ian's varied role within the company underscores the importance of transparency and trust in shaping policies and fostering industry collaboration.KEY TAKEAWAYSLKQ is a globally recognized leader in automotive parts distribution, specializing in recycling and repurposing salvage vehicles efficiently.The company's foundation in sustainability and recycling, including reclaiming end-of-life vehicle parts, helps reduce waste and provides valuable resources for various industries.LKQ offers a wide range of products, from recycled vehicle parts to new aftermarket components, catering to diverse needs including emergency vehicles and specialized equipment.The company is deeply involved in public policy, ensuring regulations support its operations and contribute to workforce training and development.LKQ's corporate culture emphasizes community engagement and transparency, both internally and in external affairs.QUOTES"Being able to take an end-of-life vehicle, analyze what can be used, reused... is a core part of our business.""We take pride in our ability to provide our customers with on-demand deliveries, leading to quicker turnaround times in repairs and maintenance.""We're the world's largest automotive recycler, recycling close to a million vehicles per year.""Being transparent is incredibly important. Being honest and transparent to your partners builds trust.""We believe we are a fabric of those individual communities.""Having that passion and culture in any industry, I think, is important."Connect and learn more about Ian Musselman.https://www.linkedin.com/in/ian-p-musselman-7a04306/If you enjoyed this episode of In the Club Podcast with Club Colors, please leave us a review on your favorite podcasting platform!Club Colors: https://www.clubcolors.com/