Podcasts about chief client officer

This episode features Dr. Jason Greenberg, Chief Client Officer at Ventra Health and Chair of key ASA committees, discussing trends impacting physicians today including labor shortages, reimbursement challenges, and underutilization. He shares insights on the importance of advocacy, the future of AI in revenue cycle, and how physicians can take the lead in transforming healthcare.

In this episode of the Becker's Healthcare Podcast, Lukas Voss sits down with Becky Kahn, Chief Client Officer at Ingenovis Health, to discuss how healthcare organizations can navigate today's workforce challenges with greater flexibility, innovation, and tech-enabled solutions. Becky shares the latest talent trends, the benefits of customized staffing strategies, and how Ingenovis' recent data analysis partnerships are helping health systems build more sustainable teams.This episode is sponsored by Ingenovis Health.

Ronald Wuijster is sinds maart 2018 lid van de raad van bestuur van APG Groep en CEO van APG Asset Management. Hij heeft meer dan 30 jaar ervaring in de beleggingswereld. Hij vervulde en vervult allerlei nevenfuncties, waaronder als voorzitter van DUFAS. Ronald begon zijn carrière in 1990 bij Robeco Groep, waar hij verschillende functies vervulde, waaronder Senior Portfolio Manager en uiteindelijk Directeur Research. In 2006 stapte hij over naar ABP, waar hij werkzaam was als Managing Director Strategic Portfolio Management. Na de overgang van ABP naar APG in 2008 bekleedde Ronald diverse leidinggevende posities, waaronder Chief Client Officer en Chief Investment Officer. Ronald studeerde bedrijfseconomie en rechten aan de Erasmus Universiteit Rotterdam. Daarnaast studeerde hij aan de London School of Economics en deed allerlei additionele opleidingen. Ronald is 58 en woont samen met zijn vrouw in Apeldoorn. Ze hebben drie kinderen.   ***  Leaders in Finance wordt mede mogelijk gemaakt door Kayak,  EY, MeDirect, en Roland Berger.   *** Boeken: De ontdekking van de hemel, Harry Mulisch De wereld gaat aan vlijt ten en onder, Max Dendermonde De oorlog van het einde van de wereld, Mario Vargas Llosa   *** Op de hoogte blijven van Leaders in Finance? Abonneer je dan op de nieuwsbrief.   ***  Vragen, suggesties of feedback? Graag! Via email: info@leadersinfinance.nl en check de website leadersinfinance.nl   *** Eerdere gasten bij de Leaders in Finance podcast waren onder andere: Klaas Knot (President DNB), Robert Swaak (CEO ABN AMRO), Frank Elderson (directie ECB), David Knibbe (CEO NN), Janine Vos (RvB Rabobank), Jos Baeten (CEO ASR), Nadine Klokke (CEO Knab), Gita Salden (CEO BNG Bank),  Annerie Vreugdenhil (CIO ING), Geert Lippens (CEO BNP Paribas NL), Karien van Gennip (CEO VGZ), Maarten Edixhoven (CEO Van Lanschot Kempen), Jeroen Rijpkema (CEO Triodos), Chantal Vergouw (CEO Interpolis), Simone Huis in ‘t Veld (CEO Euronext), Nout Wellink (ex DNB), Onno Ruding (ex minister van financiën), Maurice Oostendorp en Martijn Gribnau (CEOs Volksbank), Olaf Sleijpen (Director DNB), Allegra van Hövell-Patrizi (CEO Aegon NL), Yoram Schwarz (CEO Movir), Laura van Geest (Bestuursvoorzitter AFM) Katja Kok (CEO Van Lanschot CH), Ali Niknam (CEO bunq), Nick Bortot (CEO BUX), Matthijs Bierman (MD Triodos NL), Peter Paul de Vries (CEO Value8), Barbara Baarsma (CEO Rabo Carbon Bank), Jan van Rutte (Commissaris PGGM, BNG Bank, vml CFO ABN AMRO), Marguerite Soeteman-Reijnen (Chair Aon Holdings), Annemarie Jorritsma (o.a. Voorzitter NVP), Lidwin van Velden (CEO Waterschapsbank), Don Ginsel (CEO Holland Fintech), Mary Pieterse-Bloem (Professor Erasmus), Jan-Willem van der Schoot (CEO Mastercard NL), Tjeerd Bosklopper (CEO NN NL), Joanne Kellermann (Chair PFZW), Steven Maijoor (Chair ESMA), Radboud Vlaar (CEO Finch Capital), Karin van Baardwijk (CEO Robeco) en Annette Mosman (CEO APG).       

In this episode, we dive into the world of produce season and how to best prepare for it. Our guest, George Schergen as Chief Client Officer at Dynamic Logistix breaks down the outlook for the 2025 produce season and how it's expected to stack up compared to 2024 levels. For more information subscribe to Running on Ice the newsletter or podcast. Follow the Running on Ice Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Confidence isn't something you're born with—it's built through effort, resilience, and a relentless commitment to growth. In this episode, you'll hear how Leah Emkin, Chief Client Officer at Wilshire, went from not knowing what an RFP writer was to leading client teams at one of the most respected financial firms. Her story is proof that when you show up, stay curious, and do the hard work, you don't just survive—you thrive. Leah shares the mindset shifts and daily habits that helped her grow into a trusted leader, the power of staying in your lane while playing to your strengths, and how to handle rejection without losing momentum. If you've ever questioned whether you belong in the room or wondered how to lead with both empathy and grit, this conversation will give you the real talk—and reassurance—you need. Visit our website where you will find show notes and links to all the resources in this episode, including the best way to get in touch with our special guest. The key moments in this episode are: [00:00] Introduction to Beyond Barriers Podcast [00:27] Building Confidence Through Competence [01:07] Meet Leah Emkin: A Journey of Hard Work and Curiosity [03:48] Leah's Role and Responsibilities at Wilshire [05:16] Embracing Openness and Curiosity [12:42] Navigating Challenges and Building Resilience [16:48] Overcoming Limiting Beliefs and Imposter Syndrome [21:39] Gaining Perspective with Age [22:41] Daily Habits for Success [24:52] Navigating Parenthood and Flexibility [25:32] Building Strategic Relationships [26:49] The Importance of Mentorship [28:28] Women Supporting Women in Investments [29:44] Leveraging Community and Networks [30:51] Embracing Discomfort for Growth [33:23] Advice for Job Seekers [34:52] Lightning Round and Final Thoughts

On today's episode, we track the trading action following the S&P 500 entering correction as President Trump's trade war escalates. We speak with Mary Nicola, Bloomberg MLIV Strategist in Singapore.Plus, a look at how Trump's policies on trade shape global markets. We speak to Sandi Bragar, Chief Client Officer at AspiriantSee omnystudio.com/listener for privacy information.

In this Brandon Hall Group™ Excellence at Work Podcast, Rachel Cooke, Chief Operating Officer, engages in an insightful conversation with Devin Bigoness, Chief Client Officer from Executive Education and Lifelong Learning at Darden UVA, exploring the critical role of functional leadership development in preparing organizations for future success. The discussion examines how leaders can develop both technical depth and strategic breadth while navigating rapid organizational change and technological disruption.

What does it take to craft meaningful connections between brands, athletes, and fans?This week, Cameron Wagner, a veteran sports marketer with over two decades of experience, joins me to share her journey in creating impactful activations and redefining sports marketing. From orchestrating partnerships at six Olympic Games to working with iconic brands like Hasbro and P&G, Cameron offers a behind-the-scenes look at how she's elevated fan experiences and brand storytelling.We discuss the art of activation, the evolving role of personal branding in sports, and how to balance creativity with strategy to cut through the noise. Cameron also shares her perspective on mentorship, the challenges of cultivating new talent in a post-pandemic world, and the unconventional methods that fuel his creativity.Whether you're a marketer, a sports enthusiast, or simply curious about the stories behind unforgettable campaigns, this episode is packed with insights and inspiration to take your craft to the next level.About Cameron:Cameron Wagner is the Chief Client Officer at Elevate, an award-winning, full-service consulting firm supporting high-performing organizations in sports and beyond. In her role leading the agency's global brand consulting and activation practice, Wagner utilizes Elevate's powerful data and insights engine to create convention-defying partnerships and activations for brands. She believes in the unique power of sports and live events to forge meaningful connections between consumers and brands and has played a key role in crafting some of the most iconic brand programs in sports history.Before joining Elevate, Wagner served as the Chief Client Officer at GMR Marketing, where she oversaw US-based offices in New York, San Francisco, and Charlotte, as well as teams in the UK, Brazil, and Tokyo. Before her tenure at GMR, Wagner held a key leadership role at IMG, leading significant programs for major brands including Coca-Cola, Visa, and Hasbro.Among her industry accolades, Wagner considers the client programs her team developed and activated across eight Olympic Games as some of the most significant and meaningful of her career. This includes work for clients, such as Procter & Gamble, Visa, Intel, General Electric (GE), Bridgestone, and many others.Wagner earned her B.S. in Communications from Appalachian State University. A casual runner and determined golfer, she resides in Charlotte, NC, with her husband and two sons. She is an active member of the community, serving on the board of Charlotte's Crisis Assistance Ministry and previously on boards for the Charlotte Housing Authority Scholarship Fund and the Bethlehem Center, where she also served as a CHAMPS mentor.Connect with CameronLinkedIn: www.linkedin.com/in/cameron-wagner-0a92394Connect with VeronicaInstagram: https://www.instagram.com/vromney/If you're serious about advancing your career in marketing and you're looking for some personal insights into how then I invite you to schedule a free Pathway to Promotion call with me: https://pathwaycall.com/If you found value in today's episode, I would appreciate it if you could leave a rating and review.

In this episode, Michelle talks to us about all the work she has been doing in Arizona when it comes to Advanced Air Mobility. The US state is making great strides in this market, so we talk about companies such as Honeywell, which is leading the way and helped organise a successful event at the end of 2024. Michelle also shares more details about why the event was set up and the encouraging support it received from different parties keen to be involved. She also tells us about the various projects which are ongoing in Arizona, which will help propel the state as one of the early leaders in early stage operations.

We talk to Phil Case, President and Chief Client Officer of Max Connect Digital. Phil shares his journey from studying Arabic for diplomacy to pivoting into marketing. He led a successful agency before joining Max Connect Digital, growing it from $17M to over $50M in revenue. He emphasizes audience-driven marketing, long-term brand building, and balancing performance with strategy for sustainable success.

Send us a textBrands today face a growing challenge: how to keep loyalty programs engaging and relevant in a market filled with similar offerings. As customers demand more tailored experiences and meaningful interactions, the loyalty landscape is shifting toward smarter integrations, innovative technology, and creative strategies.In this edition of Loyalty Live, Loyalty360 sits down with Aaron Lobliner, Chief Client Officer at Cataboom, to explore the trends and strategies brands are leveraging to create impactful loyalty programs. From balancing innovation with consistency to integrating gamification and non-transactional rewards, Aaron provides valuable insights into how brands can differentiate themselves and foster deeper customer engagement.

Zwischendrin zu den unterschiedlichen Themenreihen in unserem Podcast, möchten wir Trends und aktuelle Entwicklungen kurz und knapp besprechen - mit Daniel Schaller, Chief Client Officer der good healthcare group. Dieses Mal: Welche Pharmamarketing-Trends werden in 2025 wichtig sein?

Why do we hesitate to talk openly about money, and how can breaking this silence transform our financial futures? In this compelling episode of "The Angel Next Door," host Marcia Dawood explores the pervasive taboo surrounding money conversations and how lifting this veil can lead to a healthier financial mindset. Through insightful dialogue, the episode illuminates the importance of embracing vulnerability and the power of open discussions about wealth and investments.Our esteemed guests for this episode are Sandi Bragar and Cammie Doder, co-hosts of the popular "Money Tales" podcast. Sandi, as the Chief Client Officer at Aspiriant, has a deep-seated passion for aligning clients' investments with their values and long-term goals. Her personal journey through family financial conflicts has given her a unique perspective on the importance of financial transparency. Cammie, the Chief Marketing Officer and a dedicated mother, advocates for making financial literacy relatable and engaging. Both bring their wealth of experience and commitment to demystifying financial conversations.This episode is a must-listen as Sandi and Cammie share their mission to normalize money talks, stressing that early financial experiences shape our attitudes and decisions. They discuss the profound impact of aligning one's investments with personal values and how such alignment can lead to more fulfilling life choices. The episode offers practical advice on how to engage in financial conversations without fear and emphasizes the dynamic nature of our financial priorities. Tune in for an episode filled with empowering insights designed to transform how you think and talk about money, leaving you better equipped to navigate your financial journey with confidence. To get the latest from Sandi and Cammie, you can follow them below!LinkedIn - https://www.linkedin.com/in/sandi-bragar/https://www.linkedin.com/in/cammiedoder/https://aspiriant.com/https://aspiriant.com/podcasts/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

In an industry where clients value the expertise of your professionals, content is a powerful tool to engage, nurture, and convert clients and prospects. In this episode of the CMO Series Digital Masterclass, Sam Page sits down with Scott Rubenstein, Chief Client Officer of RubyLaw, to explore the critical role of content in law firm marketing, how it drives success, and where firms can enhance their strategies for better results. Scott and Sam discuss: Why content is so important in legal marketing What the RubyLaw platform is and how it supports law firms The role content plays in the online presence of today's law firms Key statistics and usage data that demonstrate the importance of content The biggest challenges with succeeding with content The biggest wins on the table right now for law firms Advice for legal marketers looking to take a more effective approach to content

In this episode, host Catherine Gray sits down with Cammie Doder and Sandi Bragar of Aspiriant, a premier wealth management firm. Cammie Doder is the Chief Marketing Officer and a partner at Aspiriant. She is passionate about fostering client connections through thoughtful marketing strategies and empowering clients to make well-informed financial decisions. With an MBA from UCLA and a BS from USC, Cammie combines a strong educational background with years of experience in brand leadership. Her role centers on client advocacy, brand consistency, and connecting with new clients who align with Aspiriant's forward-thinking, fiduciary-focused values. Sandi Bragar, Aspiriant's Chief Client Officer, leads the firm's Planning, Strategy & Research team, which offers an advanced wealth planning platform for personalized client support. With a background in tax consulting at Ernst & Young and numerous industry accolades, Sandi brings decades of expertise to Aspiriant, where she has been a partner since 2002. She is a Certified Financial Planner™ and has been recognized as one of Forbes America's Top Women Advisors. A dedicated mentor in the Financial Planning Association and a respected media contributor, Sandi is committed to helping families navigate complex financial landscapes with clarity and confidence. In this episode, Catherine, Cammie, and Sandi discuss the journey of building meaningful client relationships in wealth management, the importance of trust and transparency, and how Aspiriant supports individuals in achieving financial security. They also share insights on the evolving roles of women in finance and the power of mentorship. Join them for an inspiring conversation on creating impact and fostering a client-centered approach in financial planning. https://aspiriant.com/ www.sheangelinvestors.com    Follow Us On Social Facebook @sheangelinvestors Twitter (X) @sheangelsinvest Instagram @sheangelinvestors & @catherinegray_investinher LinkedIn @catherinelgray & @sheangels    

In this episode, Becky Kahn, Healthcare Workforce Solutions & Staffing Leader & Chief Client Officer at Works & Trusted Health, discusses the future of contingent labor & healthcare. 

Transportation and infrastructure are next in our 19 episodes on the 34 key issues in Election 2024. Ric recounts an experience with StubHub that just might save you an unwanted surprise. He answers a listener question on the trend of companies to go private and how you can invest. And a conversation with Tom Bradley, Chief Client Officer at Schwab, on the impact of the "great wealth transfer". #TransportationPolicy #InfrastructureDebate #VoterDecision #PublicTransitVsCars #TrumpVsHarris #FederalGrants #TransportationFunding #PrivateInvesting #InvestmentRisks #LiquidityIssues #HighFees #PublicVsPrivate #StockMarketTrends #PrivateEquity #TicketScam #StubHubIssues #RefundWaiting #LastMinuteTickets #EaglesConcert #ComedyNight #WealthTransfer #FinancialAdvisors #NextGenerationWealth #EstatePlanning #InvestmentRetention #MillennialInvestors #WealthManagement #CryptoInvesting #AdvisoryRelationships #CharitableGiving ----- Subscribe to podcast updates: https://form.jotform.com/223614751580152  Ask Ric: https://www.thetayf.com/pages/ask-ric  -----   Links from today's show:   2024 Schwab Independent Advisor Outlook Study: https://advisorservices.schwab.com/resource/schwab-independent-advisor-outlook-study-2024 Schwab Advisor Services: https://advisorservices.schwab.com/ Schwab IMPACT Conference: https://impact.schwab.com/ Schwab thinkpipes RIA platform: https://advisorservices.schwab.com/thinkpipes Schwab iRebal RIA platform: https://advisorservices.schwab.com/irebal Schwab Donor-Advised Fund: https://www.schwab.com/donor-advised-fund Tom Bradley E-mail Address: Tom.Bradley@Schwab.com  Click here for Ric's worksheet to help you evaluate the candidates The 34 Issues of Election 2024 – The Daily Podcasts https://thetayf.com/blogs/this-weeks-stories/tagged/election-2024 Kamala Harris Official Campaign Website Policy Page: https://www.kamalaharris.com/issues/ Donald Trump Official Campaign Website Policy Page: https://www.donaldjtrump.com/platform 11/13 Webinar - An Innovative Way to Generate Income in a World of Declining Rates: https://www.thetayf.com/pages/november-13-2024-an-innovative-way-to-generate-income 10/9 Webinar Replay- Crypto for RIAs: Yield, Staking, Lending and Custody. What's beyond the ETFs? https://dacfp.com/events/crypto-for-rias-yield-staking-lending-and-custody-whats-beyond-the-etfs/ Certified in Blockchain and Digital Assets including Crypto Taxation Course/Webinar: https://dacfp.com/certification/ -----   Follow Ric on social media:   Facebook: https://www.facebook.com/RicEdelman Instagram: https://www.instagram.com/ric_edelman/ LinkedIn: https://www.linkedin.com/in/ricedelman/ X: https://twitter.com/ricedelman YouTube: https://www.youtube.com/@RicEdelman -----   Brought to you by:   Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html State Street Global Advisors: https://www.ssga.com/us/en/intermediary/etfs/capabilities/spdr-core-equity-etfs/spy-sp-500/cornerstones Schwab: https://www.schwab.com/ TAYF Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee

Join us at Anesthesiology 2024, The American Society of Anesthesiologists (ASA)'s annual general meeting. We're gathering exclusive cutting edge conversations recorded at the conference with some of the key speakers, guests and delegates. In this piece our guests share their in-depth expertise on running a successful independent anesthesia practice and cover the key elements on how practices can proactively manage their financial health. Presented by Mike Grocott, with his guests, Ventra's Chief Client Officer, Jason Greenberg, MD, and Scott Healthcare Consulting's CEO, Shena Scott, MBA, FACMPE, serve together on the ASA Committee on Practice Management and the Small to Medium Sized Practices subcommittee.

Our guest in this episode is Krishnan Venkata, the Chief Client Officer at LatentView Analytics. With over two decades of experience, Krishnan has been pivotal in transforming data analytics into a tool for global impact, driving significant returns for Fortune 500 companies and leading LatentView to become a global leader in analytics. Our conversation explored the transformative power of data analytics and its potential to impact both business and society positively.Key points discussed include:Data for Good Initiatives: Krishnan shares how LatentView uses data analytics to support healthcare and underprivileged communities.Return on Insights: Emphasizing actionable insights, Krishnan explains how LatentView measures the impact of analytics strategies.AI and Machine Learning: Krishnan discusses the future of data analytics and the role of AI in solving real-world problems.Listen to the podcast to find out more

What do you get when you combine a Grammy winning billionaire rapper with the content marketer of a multi-billion dollar brand... A multicultural content amplifier expert with a free wheelin' media pro? You get insights from four incredible individuals who gave spontaneous Insider Interviews to me during Advertising Week New York 2024. Guests and Highlights 1. Kris Magel, VP, Head of Global Agency Partnerships - Freewheel: Kris discusses his new role and how Freewheel is making things easier for #CTV providers and advertisers.  He explains the company's efforts to “demurkify” the programmatic advertising space and make it more transparent and controllable for both publishers and agencies.      And to really clarify? Catch his analogy to his martini-loving 84-year-old Aunt Pat. Trust me. 2. Percy ‘Master P' and Hercy Miller: The legendary 5X Grammy Award Winning Rapper, Entrepreneur, Actor, Investor, Author, Filmmaker, Record Producer, Philanthropist and yes, Mogul (!), Master P, along with his NCAA star son Hercy Miller, talk about their latest ventures. Master P and Hercy Miller with Jeff Hamilton Jacket Master P shares insights from his new book, "Five Ps to Wealth," and emphasizes the importance of financial literacy. They also discuss their involvement with Jeff Hamilton's branded jackets and the significance of NIL (Name, Image, Likeness) deals for athletes like Hercy. Best quote you can take to the bank: "Product outweighs talent."  3. Jeannine Shao Collins, Chief Client Officer, Kargo: Jeannine highlights the importance of amplifying multicultural content. Jeannine Shao Collins with Jess King at SeeHer She shares key takeaways from her panel at the SeeHer event, emphasizing the need for accurate representation and authentic voices in media and why they've made a commitment to supporting diverse publishers. Jeannine also talks about Kargo's innovative ad tech solutions and how they put "the art in the science." 4. Annie Granatstein, VP Content Marketing, Marriott International/Marriott Bonvoy: After Annie told the Brand Innovators audience crowd about her content marketing approach, I had a 1:1 where she explained how she manages heading up global content for more than 36 brands... And about Marriott's brand purpose, which drives contributions to diverse and inclusive content. She shares insights on how they identify traveler passion points and approach sustainability. Annie also highlights a favorite trend: podcast-video convergence (yay!) using Marriott's "About the Journey" podcast as an example. See Resources.  Key Moments: [00:02:40] Demurkifying the advertising marketplace -- Kris Magel: Simplifying the complex world of programmatic advertising and helping Aunt Pat not get overserved. [00:10:13] Financial literacy and securing generational wealth -- Master P and Hercy Miller: The importance of financial literacy, aligning with brands, and leveraging NIL deals. [00:12:45] Diverse voices and the value for marketers -- Jeannine Shao Collins on the impact of multicultural media and Kargo's role in supporting them. [00:19:05] Traveler passion points -- Annie Granatstein: Marriott's innovative content strategies, brand purpose and what's trending. Resources: FreeWheel: https://www.freewheel.com/ Master P: IG: @MasterPMiller TikTok: MasterPOfficial The 5 Ps to Wealth Book: https://www.amazon.com/dp/B0D77SVH4D Master P Masterclass: https://masterpmasterclass.com Kargo: https://www.kargo.com/ Marriott YouTube: https://www.youtube.com/@MarriottBonvoy/podcasts  Connect with Insider Interviews: Instagram: https://www.instagram.com/insiderinterviews Facebook: https://www.facebook.com/InsiderInterviewsPodcast/ YouTube: https://bit.ly/InsiderInterviews-YouTubePlaylist LinkedIn: https://www.linkedin.com/in/mossappeal Threads: https://www.threads.net/@insiderinterviews  X: https://x.com/InsiderIntervws And, email podcasts@mossappeal.

Today we're talking about the power of data and AI in the enterprise with Krishnan Venkata, Chief Client Officer at LatentView Analytics. We'll explore how data can drive meaningful business change, demystify the applications of generative AI, and discuss strategies for successful adoption of data initiatives. With over 20 years of experience in the Technology and Knowledge Services, I am a seasoned analytics executive who leads global client services at LatentView Analytics, a leading data and analytics firm. As the Chief Client Officer, my mission is to build long-term and mutually beneficial partnerships with our clients, and to bring them innovative and impactful solutions across each stage of our relationship. About Krishnan Venkata I have a deep technical knowledge and a strong track record of managing C-level relationships and leading sales and business development. I have also successfully abstracted solutions delivered into products and platforms, and evangelized them across organizations with similar pain points across industries. In addition to my role at LatentView, I also serve as a board advisor to early-stage technology companies, where I leverage my expertise and network to help them grow and scale. RESOURCES LatentView Analytics website: https://www.latentview.com/ Wix Studio is the ultimate web platform for creative, fast-paced teams at agencies and enterprises—with smart design tools, flexible dev capabilities, full-stack business solutions, multi-site management, advanced AI and fully managed infrastructure. https://www.wix.com/studio   Attend the Mid-Atlantic MarCom Summit, the region's largest marketing communications conference. Register with the code "Agile" and get 15% off. Register now for HumanX 2025. This AI-focused event which brings some of the most forward-thinking minds in technology together. Register now with the code "HX25p_tab" for $250 off the regular price. Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Featuring: Derek Wallbank, Bloomberg Breaking News Managing Editor Kristina Hooper, Chief Global Market Strategist at Invesco Andrew Slimmon, Senior Portfolio Manager at Morgan Stanley Investment Management Sandi Bragar, Chief Client Officer at Aspiriant   Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

In this episode of The Brainy Business podcast, Melina Palmer and Christopher Frank, Chief Client Officer at PSB Insights, dive into the art of decision-making in a data-driven world. Christopher, who has a rich background with industry giants like American Express and Microsoft, shares his expertise in leveraging consumer insights to gain a competitive edge. As a thought leader in critical thinking and decision science, he offers valuable perspectives on how to ask the right questions and interpret data for smarter business decisions. Christopher's insights are not only theoretical but also practical, drawn from his extensive experience and his acclaimed books, Drinking from the Fire Hose and Decisions Over Decimals. He emphasizes the importance of starting with the right questions to truly understand the problem at hand and how to make decisions that are both informed and intuitive. His approach to synthesizing data with judgment offers a fresh perspective on navigating the overwhelming amount of information available today. In this episode: Uncover the power of asking the right questions to make better decisions. Learn how to leverage data and intuition to drive business strategy. Discover the importance of context in interpreting data points. Explore the concept of "quantitative intuition" and how it can be developed. Understand the role of culture in fostering an environment that thrives on data-driven decisions. Show Notes: 00:00:00 - Introduction Melina Palmer introduces Christopher Frank and highlights his extensive experience in data analytics and decision science. 00:04:12 - Christopher Frank's Background Christopher shares his journey through American Express, Microsoft, and his current role at PSB Insights, emphasizing his focus on leveraging data for smarter decisions. 00:09:35 - The Importance of Asking Questions Christopher discusses the value of starting with questions to understand the problem and make better decisions, sharing some of his favorite questions to ask. 00:16:28 - The Power of "What Surprised You?" Christopher explains how asking "What surprised you?" can unlock valuable insights and create a safe learning environment. 00:22:50 - Case Study: Outliers in Data Christopher shares a compelling story about how investigating outliers in customer satisfaction data led to significant business insights and strategic decisions. 00:30:17 - Moments of Truth in Consumer Behavior Christopher talks about identifying and understanding the critical moments that matter to consumers and how they can shape business strategies. 00:35:42 - Summary vs. Synthesis Christopher explains the difference between summarizing data and synthesizing it with judgment to make informed decisions. 00:40:05 - The Context Triangle Christopher introduces the concept of the context triangle and how it helps in interpreting data points from multiple perspectives. 00:41:05 - Conclusion, What stuck with you while listening to the episode? What are you going to try? Come share it with Melina on social media -- you'll find her as @thebrainybiz everywhere and as Melina Palmer on LinkedIn. Thanks for listening. Don't forget to subscribe on Apple Podcasts or Android. If you like what you heard, please leave a review on iTunes and share what you liked about the show.  I hope you love everything recommended via The Brainy Business! Everything was independently reviewed and selected by me, Melina Palmer. So you know, as an Amazon Associate I earn from qualifying purchases. That means if you decide to shop from the links on this page (via Amazon or others), The Brainy Business may collect a share of sales or other compensation. Let's connect: Melina@TheBrainyBusiness.com The Brainy Business® on Facebook The Brainy Business on Twitter The Brainy Business on Instagram The Brainy Business on LinkedIn Melina on LinkedIn The Brainy Business on Youtube Connect with Christopher: Christopher on LinkedIn Christopher on X  Learn and Support The Brainy Business: Check out and get your copies of Melina's Books.  Get the Books Mentioned on (or related to) this Episode: Decisions Over Decimals, by Christopher Frank, Paul Magnone and Oded Netzer May Contain Lies, by Alex Edmans A More Beautiful Question, by Warren Berger What Your Customer Wants and Can't Tell You, by Melina Palmer Drinking from the Fire Hose, by Christopher Frank and Paul Magnone Top Recommended Next Episode: The Most Important Step In Applying Behavioral Economics: Understanding the Problem (ep 126) Already Heard That One? Try These:  Framing (ep 296) Felicity Heathcote-Marcz Interview (ep 324) Warren Berger Interview (ep 340) Alex Edmans Interview (ep 423) Beatrix Daros Interview (ep 424) Other Important Links:  Brainy Bites - Melina's LinkedIn Newsletter

Michael Ellenhorn founded Decipher Investigative Intelligence to help clients create safer, more productive, and more profitable workplaces through reliable investigative intelligence. He counsels clients on mitigating risks associated with the hiring process and is a frequent speaker on the topic of lateral hiring, integration, and talent acquisition strategy. Under his leadership, Decipher has been recognized by St. Louis Business Journal's “Best Places to Work” and honored for his innovation in corporate philanthropy. As Chief Growth Officer at Decipher, Julie Henson empowers law firms to make strategic growth decisions. Whether it's lateral hiring, exploring new markets, or seizing M&A opportunities, she helps firms elevate client service, mitigate risk, boost revenue, and foster vibrant cultures. With more than 20 years of legal industry experience, including in business development strategy and as a Chief Client Officer at an AmLaw 100 firm, she offers unparalleled insights into fostering growth and maximizing potential for law firms and other legal organizations. WHAT'S COVERED IN THIS EPISODE ABOUT STRATEGIC LATERAL HIRING Did you know that 50% of lateral partner hires fail within a few years? Most law firms are focused on growth, whether it's through increased head count or better approaches to profitability, but law firms often make decisions based on what feels right. Growth requires a strategic approach, not one based on gut feeling or limited information. Collecting and analyzing data through investigative intelligence helps you make accurate decisions in talent acquisition that also align with your company's culture. In this episode of The Lawyer's Edge podcast, Elise Holtzman sits down with the CEO and Chief Growth Officer of Decipher Investigative Intelligence, Michael Ellenhorn and Julie Henson, to talk about the importance of using investigative intelligence in decision-making for growing and sustaining law firms. You'll learn about various growth strategies, the challenges of integrating lateral partners, avoiding cultural mismatches, and much more! 1:59 - What investigative intelligence is and two ways you can use it to gather the information you need 8:07 - How to define growth and success for your law firm 12:09 - How to start determining the best path for growing through mergers and acquisitions 14:35 - Examples of how cultural divides within a merged organization can create problems 16:52 - Other common mistakes made with lateral hires, mergers, and acquisitions 23:06 - The challenge of finding game-changing lateral partners to fill certain needs in your law firm 25:20 - One way to drastically get ahead of your competition when hiring and how Decipher utilizes information to help 29:11 - Dos and don'ts for successful lateral hiring and integration in your law firm 39:53 - The importance of kindness in your interactions and paying attention to red flags in the hiring process MENTIONED IN GROW YOUR LAW FIRM THROUGH STRATEGIC LATERAL Decipher Investigative Intelligence Michael Ellenhorn on LinkedIn Julie Henson on LinkedIn Get Connected with The Coaching Team at hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE… Today's episode is brought to you by the coaching team at The Lawyer's Edge, a training and coaching firm which has been focused exclusively on lawyers and law firms since 2008.  Each member of The Lawyer's Edge coaching team is a trained, certified, and experienced professional coach AND either a former practicing attorney or a former law firm marketing and business development professional. Whatever your professional objectives, our coaches can help you achieve your goals more quickly, more easily, and with significantly less stress.  To get connected with YOUR coach, just email the team at hello@thelawyersedge.com.  

Featuring Dylan Smith, Chief Client Officer at Propio Language Services. We explore how technology is enhancing language services in healthcare, breaking down barriers and improving access and equity for all patients. This episode is packed with insights for healthcare professionals and executives aiming to improve the patient experience from end-to-end, along with real world examples of tech-driven language solutions making a difference. Find Dylan's work at www.propio.com Watch the video for this episode on YouTube @TheDigitalHealthcareExperience The Digital Healthcare Experience is a hub to connect healthcare leaders and tech enthusiasts. Powered by Taylor Healthcare, this podcast is your gateway to the latest trends and breakthroughs in digital health.  About Us: Taylor Healthcare empowers healthcare organizations to thrive in the digital world. Our technology streamlines critical workflows such as procedural and surgical informed consent, ransomware downtime mitigation, contactless patient check-in, RX color coding solutions and more. Learn more at taylor.com/digital-healthcare  

Mediaocean, the mission-critical platform for omnichannel advertising, joins the Technology Reseller News podcast to discuss the 2024 Telecommunications Advertising Outlook Report. In this episode, Amanda Glen Smith, the Chief Client Officer at Flashtalking by Mediaocean, delves into the key insights from the 2024 Telecommunications Advertising Outlook Report, highlighting the significant marketing trends poised to impact the telecom industry in the coming year. Amanda and Doug discuss the wave of optimism among telecom marketers, with many planning to maintain or increase their spending across various channels, particularly in social media, digital display/video, and search. The conversation also covers the rise of generative AI as a critical consumer trend, its implications for personalized customer experiences, and the challenges it presents in terms of privacy and security. Additionally, Amanda addresses the ongoing importance of performance-driven paid media, measurement and attribution capabilities, and the creative-media gap that represents a significant growth opportunity for brands in 2024. Tune in for a comprehensive overview of what telecom marketers can expect in the year ahead and how they can strategically navigate these emerging trends. Visit https://www.mediaocean.com/reports

Need to catch up on some data analytics and AI trends? This is the episode for you!To help us catch up on data and AI trends, we are joined by Krishnan Venkata, Chief Client Officer at LatentView. Krishnan discusses adopting AI with the fail-fast method, how to approach solving important business problems, and all things trending in the data analytics industry. He also tells us what he's most excited about for the future of data science and the analytics industry. Panelists: Krishnan Venkata, Chief Client Officer @ LatentView Analytics - LinkedInMegan Bowers, Sr. Content Manager @ Alteryx - @MeganBowers, LinkedInShow notes: LatentViewData Storytelling ResourcesFail-Fast method Interested in sharing your feedback with the Alter Everything team? Take our feedback survey here!This episode was produced by Megan Dibble, Mike Cusic, and Matt Rotundo. Special thanks to Andy Uttley for the theme music and Mike Cusic for the for our album artwork.

Featuring: Jon Lieber, Head of Research and Managing Director, US, at the Eurasia Group Margie Patel, Senior Portfolio Manager, Multi-Asset Solutions, at Allspring Global Investments Thomas J. Hayes, Chairman and Managing Member at Great Hill Capital Sandi Bragar, Chief Client Officer at Aspiriant   Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

This week I sat down with Krysta Pellegrino, Chief Client Officer at Health+Commerce, a public relations and marketing agency specifically focused on healthcare. Krysta shared her unique perspective on how biotech companies can leverage communications strategies to tell their stories effectively, attract talent, and navigate complex challenges. She offered insights on the importance of integrated communications, the evolving landscape of media, and how agencies like H+C can help startups and established companies alike build their brands and communicate their innovations. We also touched on the importance of media training, investor pitch decks, and future trends in biotech communications, including the growing role of AI and integrated digital strategies.00:00 Introduction and Guest Welcome00:15 Early Career Aspirations and Path01:03 Journey in Healthcare Communications03:23 Role and Impact of PR in Biotech05:40 Talent Acquisition and Company Culture07:43 Leveraging Social Media and Video10:52 Strategies for Startups and Established Companies18:16 Investor Relations and Pitch Decks22:02 Media and Presentation Training27:01 Future Trends in Biotech Communications31:37 Crisis Management and Scenario Planning35:19 Conclusion and Final ThoughtsGet Krysta's recommended book: An Instance of the FingerpostLearn more about Healthcare Digital Marketing Agency | Health+CommerceLink In with Krysta!Connect with us!Link In with CarinaSubscribe here:AppleSpotifyGoogle PodcastRSS feedLearn more about Recruitomics ConsultingCheck out our reading listDownload our free startup resources guide to grow your biotech efficientlyIf you're on the job market, visit the Collaboratory Career Hub

In this episode of the RETHINK Retail Podcast, Loretta Choy, Chief Merchant Officer and Chief Client Officer at Stitch Fix, explores the intersection of AI, data, and human expertise in retail. She discusses the importance of balancing art and science in merchandising, the evolving role of merchants, and the impact of AI on personalized shopping experiences. -Gain insights into how AI-driven personalization is revolutionizing retail. -Discover innovative trends shaping the future of retail merchandising. -Understand the critical role of data in making profitable retail decisions. -Hear about sustainable practices in fashion retail for a greener industry. Ready to join or Join the GRL community? Nominate yourself or another retail executive to join the community today: www.globalretailleaders.com

Data visualization simplifies complex data, reveals trends, enhances decision-making, supports communication, and ultimately leading to more informed and effective business outcomes.This week Dave and Rob talk to Krishnan Venkata, Chief Client Officer at LatentView Analytics, about the impact of data visualization on leadership and the shift from dashboards to Decision Boards. TLDR:02:00 Rob is confused about Unbossing!07:11 Cloud conversation with Krishnan Venkata28:55 Top 10 tips for designing communication 40:00  Exploring home like a tourist!  GuestKrishnan Venkata: https://www.linkedin.com/in/krishnanvenkata/HostsDave Chapman: https://www.linkedin.com/in/chapmandr/Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/ProductionMarcel Van Der Burg: https://www.linkedin.com/in/marcel-vd-burg//Dave Chapman: https://www.linkedin.com/in/chapmandr/SoundBen Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:  https://www.linkedin.com/in/louis-corbett-087250264/

In this episode of Innovation Talks, we dive into the intricate world of data-driven innovation. I have the pleasure of speaking with Krishnan Venkata, who sheds light on the potential value of mining various data sources, from research and development to consumer feedback. We explore how harnessing internal and external data, including insights from the web like blogs and forums, can revolutionize how companies understand and respond to consumer preferences.Krishnan Venkata is the Chief Client Officer at Latent View Analytics, a firm dedicated to maximizing the value of data for decision-making. With a technology and knowledge services background, Krishnan advises early-stage tech companies on growth strategies. Originally from India and currently based in Seattle, Washington, Krishnan brings an international perspective to the conversation. His journey from a small startup to leading a team of 1500 at Latent View Analytics speaks volumes about his commitment to leveraging analytics for innovation."Mining external data sources like blogs, forums, and reviews is essential to truly understand and anticipate consumer preferences." ~ Krishnan VenkataToday on Innovation Talks:The value of mining diverse data sources: Learn how data from R&D, patents, chemical formulations, and consumer feedback can provide unique insights.Importance of external data: Discover how blogs, forums, and online reviews reveal consumer preferences and trends.Recognizing the challenge of data silos: Understand why data being confined within departmental boundaries hampers actionable insights.Actionable insights in practice: Real-world examples highlight the importance of taking steps based on predictive insights, such as managing inventory.Generative AI for insights: Explore how AI can generate and alert you to potential decisions, starting with moderate accuracy and improving over time.Identifying AI use cases: Address organizations' struggle to pinpoint where AI can truly add value.Overcoming the fear of failure: Recognize the necessity of experimentation and the readiness to fail fast, learning along the way.Collaboration and data sharing: Grasp the shift towards collaborative innovation and the mutual trust required for data sharing within supply chains.Contact Krishnan:LinkedInLatent View AnalyticsResources Mentioned:Latent View Analytics: Specializing in maximizing data value and analytics for decision-making.“Smart Innovation” Platform: A tool by Latent View Analytics that helps predict and leverage market trends.Ready to Transform Your Innovation Strategy?If you're a product manager or innovator looking to streamline your processes and turn chaos into control, you won't want to miss this opportunity.Dive into our exclusive, free eBook on Innovation Ops strategies designed just for you.Learn the secrets to revolutionizing your approach and achieving success with clarity and precision.Download your copy today.Start your journey to becoming an innovation powerhouse now! This Podcast is brought to you by SopheonThanks for tuning into this week's episode of Innovation Talks. If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Apple Podcasts | TuneIn | Stitcher | Spotify | iHeart Be sure to connect with us on Facebook, Twitter, and LinkedIn, and share your favorite episodes on social media to help us reach more listeners like you.For additional information about new product development or corporate innovation, sign up for Sopheon's monthly newsletter, where we share news and industry best practices! The fastest way to do this is to go to sopheon.com and click here.

Can AI revolutionize customer service? In this episode of The Customer Service Revolution, John sits down with Joel Sylvester, partner and Chief Client Officer at Five Star Call Centers, to explore how AI and machine learning are transforming the customer care landscape. Joel reveals how integrating advanced technologies can enhance customer interactions across phone, email, social media, and online chat while also addressing the industry's fears and resistance to the potential replacement of human roles. Have you ever wondered how virtual avatar interviews could streamline the hiring process? Joel walks us through the groundbreaking use of digital avatars in recruiting at Five Star Call Centers. These virtual interviews allow candidates to present their skills without disrupting their current jobs and provide recruiters with detailed insights into qualities like empathy and enthusiasm. It's a win-win situation that saves time, increases transparency, and gives a comprehensive understanding of each candidate's suitability for the role. We also delve into the future of employee training and measuring customer satisfaction through AI integration. Joel discusses how AI-driven training modules can be customized to fit individual needs, allowing for a flexible, personalized learning experience. Moreover, we highlight the power of real-time CSAT monitoring, which provides immediate feedback and helps quickly address systemic issues. Join us to discover how Five Star Call Centers is setting a new standard in customer service and workforce optimization. Here are just a few takeaways: Revolutionizing customer service with AI integration at Five Star Call Centers Leveraging AI and machine learning to enhance customer experiences across multiple channels Innovative hiring processes using virtual avatar interviews to gain deeper candidate insights AI-powered, customized employee training modules for improved agent performance. Real-time customer satisfaction (CSAT) monitoring and feedback to optimize service quality Utilizing workforce management systems like the Hive for performance metrics and speech analytics Addressing challenges and opportunities in AI adoption within the customer service industry Resources mentioned: thedijuliusgroup.com/the-customer-service-revolution-podcast thedijuliusgroup.com/project/cx-executive-academy thedijuliusgroup.com/project/exea thedijuliusgroup.com/blog Get The Employee Experience Revolution book: thedijuliusgroup.com/product/the-employee-experience-revolution-pre-sale fivestarcallcenters.com joel.sylvester@fivestarcallcenters.com www.linkedin.com/in/joel-sylvester-3a454344 www.thedijuliusgroup.com Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. *** EPISODE CREDITS: If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com. Let them know I sent you.

When Susan Nickey started her career in banking, few people saw a future in financing renewables. It wasn't even a sector yet! Today, as EVP & Chief Client Officer for climate positive investment firm HASI and the Board Chair of the American Clean Power Association, Susan is working to advance clean energy from a stronger position: with renewables now mainstream, low cost, and competitive. Barbara opens this conversation by delving into Susan's career as they explore clean power's past and future. Key questions answered include: What needs to be done to get the clean energy transition moving faster? And what's the role of renewables as electricity demand surges to support a data center boom driven by generative AI? This episode will get you up to speed on the last energy trends impacting the energy transition and energy security. Get ready to learn why innovation with financing is as important as technology development and R&D. You'll also learn how permitting reform and workforce development can further catalyze the massive private sector investment in clean energy spurred by the Inflation Reduction Act. 

Jose `Reyes, Chief Creative Officer at EY, Philipp Schuster, Agency & Marketing Partnerships Director, Global Strategic Marketing, Consumer Health at Bayer, and Aruna Natarajan, Chief Client Officer at EssenceMediacom explore the ways in which organizational change can be the catalyst for achieving a marketing or business vision. Recorded Live from The GroupM Rooftop at Cannes Lions 2024

Andrea Lennon, Chief Client Officer at Omnicom joins the podcast to discuss what clients want, what clients need, and how clients and agencies can best work together to achieve their shared goals. What clients want can be broken down into three key themes, and Andrea educates us on how Omnicom approaches large client relationships at the holding company level.

On this episode of the VCA Voice Podcast, Dr. Kerl is pleased to welcome Martha Smith, VCA's Chief Client Officer. Since joining VCA in 2014, Martha has led several key growth initiatives, including the development of VCA's ecommerce strategy and build and launch of our online store and patient portals, the development and rollout of VCA's recent brand refresh (which she counts as a career highlight), and more recently the integration of our brand, marketing and experience departments into a single, integrated growth team. Through her 9 years and 6 roles with us, she has developed an award-winning team, who have collectively racked up 17 Vetty Awards for their work on integrated client education campaigns on the subjects of parasite protection, osteoarthritis, dermatology, nutrition, digital tools, and more, and more recently three recognitions including one win at the recent Mars Petcare Engine 50 Awards.A native of Montréal, Canada, Martha received her BA Honours English Literature fromConcordia University in Montréal, and her MA English and MBA degrees from California State University, Long Beach. Her early career involved various consulting and leadership roles focused on writing and editing, digital and ecommerce marketing, social media strategy and marketing, and growth strategy.After 18 years in Los Angeles, Martha now lives in Fort Fairfield, Maine with her husband, Jason, where they – recently empty nesters with their son, Jayson, joining the United States Marine Corps – have turned their attention to forest-bathing in the North Maine Woods and spoiling silly their 18-month-old Border Collie/Azawakh mix, Bob.Visit our website: vcavoice.comAll episodes produced by dādy creative

Have you ever wondered what it takes to scale an agency from millions to tens of millions in revenue? Or how to successfully pivot from services to products? Today's guest has walked that path - not once but twice. He's built two successful agencies with the mission to lift brands up, tell compelling stories and recognize new products. As he reflects on his journey, he recounts the differences between scaling an agency to $25 million and to $50 million, as well as the pivotal decision of starting to sell a SaaS product. Tune in for valuable insights and inspiring stories from his entrepreneurial experience. Phil Case is the President and Chief Client Officer of Max Connect Digital, a digital marketing agency that combines the most extensive real-time consumer data sets with personalized and dynamic ads. Phil shares his journey of growing his first agency from $300,000 to around $5 million and then scaling his current agency from $18 million to over $50 million. He discusses profit margins, business growth strategies, and the competitive mindset needed to succeed in the industry. In this episode, we'll discuss: A smarter approach to sustainable growth. Attracting talent through an SVP structure. The path to becoming a $50 million agency. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Foundational Clients: The Smart Approach to Fueling Sustainable Growth Looking back, Phil knows he would scale his first agency differently. Back then, he worked grueling 60 to 80-hour workweeks, constantly putting out fires while striving to appease everyone. He also fell into the trap of trying to cater to every need, becoming a jack-of-all-trades for his clients. If he could go back he would tell himself to focus and maintain high standards. He now understands that striving to excel in a specific area and establish a strong reputation for himself and his agency and have a minimum threshold of what they will do for clients. The growth process would've been slower, but it would have prevented them from taking on clients who placed excessive demands on the agency. Admittedly, committing to a single niche at the outset can be challenging, especially when faced with numerous options and critical decisions. Furthermore, you can't control your inbound and the type of opportunities that come to you when you're just starting out. If given a do-over, Phil would be deliberate in building a stable foundation with a select group of clients, who would serve as the cornerstone for the agency's continued growth. Aligning Talent and Vision for Exponential Growth When it came to enhancing the agency's growth and focus, Phil found it crucial to expand his team with individuals he trusted to excel beyond his own capabilities. Understanding the agency's ideal client and vision is essential for attracting a team aligned with the common goal. This alignment empowers the team to make autonomous decisions for the agency, freeing Phil from constant oversight. Empowering a team, trusting them to make decisions, delegating responsibilities, and allowing them to grow within the organization are key components of scaling an agency effectively. Once he had a big enough team, Phil appreciated the ability to spread the responsibility and burden of running the agency across a group of people. With a diversity of voices now up to speed on the agency's goals and vision, they make way better decisions than Phil would haveon his own. This is where exponential growth started for his agency. Attracting Top Talent Through an SVP Structure Even as Phil successfully built a top-notch sales team at his second agency, he found himself frequently stepping in to close deals or develop strategies alongside the C-suite. To address this, he implemented a senior vice president structure, tapping professionals from diverse backgrounds such as higher education, automotive, and retail. This strategic shift allowed him to confidently direct inquiries to the experts, fostering a sense of empowerment within his team to handle client interactions and secure deals without his direct involvement. Moreover, by entrusting specific industry expertise to the senior vice presidents, the agency positioned itself as a frontrunner in those sectors, attracting clients seeking specialized knowledge. Phil's deliberate approach to hiring and training three vice presidents concurrently during the onset of the pandemic proved fruitful, as it provided an opportunity to onboard exceptional talent seeking to make an impact. This bold move resulted in several outstanding hires who excelled in leadership roles. Since making these hires, they've been much more intentional with their growth and have doubled down on existing client relationships. They are focused on providing more quality, value, and performance, which has accounted for 60% to 70% of their growth in recent years. The Path to Becoming a $50 Million Agency Coming into his second agency, Phil had a clear-cut mission in mind: World domination. They wanted to be the best and perform well for clients and so their sight was always set on the next milestone. If they were doing $2 million in revenue, they were already thinking “How do we get to three?” With an unwavering commitment to progress, Phil's approach to reaching $50 million differed significantly from his strategy to achieve $25 million. Initially lacking a clear understanding of their ideal customers, they have since become more deliberate in their pursuit of growth. Once they reached $25 million, they started to interrogate whether they really wanted to exponentially grow their client base. They took a step back to analyze and define what a bullseye client looks like for them and what were the industries where they consistently outperformed the competition. This mindset shift led to the realization that the most underappreciated growth mechanism was their existing book of business. With this in mind, they focused on signing on fewer clients per month and doing quarterly business reviews for each of their accounts. By prioritizing quality over quantity, being intentional in their growth strategy, and investing in their team and resources, agencies can position themselves for long-term success and sustainability in a competitive industry. Once that focus came to be, Phil's agency propelled from $25 million to $30 million. Now, at $50 million, they deal with different challenges like inner departmental collaboration, orchestrated strategies, and scaling systems and structures. Expanding Their Market Reach by Selling a Saas Product As his agency scaled, their margins remained relatively consistent. As they've hit different revenue peaks, the composition of the types of services they're offering is what tended to affect their profitability. Recognizing that certain client compositions or services were less profitable, the agency focused on enhancing its value proposition, optimizing pricing strategies, and improving operational efficiency to boost its bottom line. At this stage, the emphasis for Phil is on exploring ways to deliver greater value, adopt effective pricing strategies, and establish efficient frameworks to enhance service delivery. In this sense, they've now set out to build marketing technology platforms they're starting to sell as a SaaS-type product. By leveraging their expertise in marketing technology and developing innovative solutions, agencies can expand their market reach and tap into new revenue streams. This approach allows agencies to scale their business, increase profitability, and potentially attract investors or buyers interested in acquiring the SaaS product. Agency owners can rethink their approach to their agency business to running a services-based firm and a SaaS company simultaneously. Phil acknowledges the different mindset required for each type of business and emphasizes the importance of incubating the SaaS business and eventually separating it from the services-based firm to ensure success in the long run. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

This week on Ep #104 I'm Curious About...On-Shoring to Blended Shoring & Everything in Between: Contact Center Operations Set-up Options w/Michael Ferrari, Chief Client Officer - Avantive Solutions

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple's iPad launch. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to talk about Walt Disney earnings. Sandi Bragar, Chief Client Officer at Aspiriant, discusses her outlook for the markets. John Mandyck, CEO of Urban Green Council, talks about pressures to phase out natural gas. Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla facing a July 1st deadline to provide US regulators with information about its biggest-ever recall. Hosts: Paul Sweeney and Tim StenovecSee omnystudio.com/listener for privacy information.

May 2, 2024 ~ Lori Powe, Principal and Chief Client Officer at NBS Comemrcial Interiors talks to Paul at Motor City Casino.

Welcome to another episode of Press 1 For Nick! Today, we have an interesting conversation with the banking maestro himself, Anton de Wet, Chief Client Officer at Ned Bank Retail and Business Banking.  With a career that dates back to 1986, Anton is no stranger to pioneering strategies that revolutionize customer experiences in banking. He unpacks the art of crafting client-centered cultures and reveals how organizations can successfully build robust design capabilities that truly resonate with clients' needs. Get ready to dive into the world of iterative design, rigorous testing, and the marriage between customer experience outcomes and tangible business results. Anton also sheds light on the critical role of AI in enhancing service delivery within the contact center and the imperative of continuous adaptation to stay aligned with changing client expectations. But that's not all. He opens up about the best practices for communicating the value of client experiences, transforming customer feedback into actionable insights, and implementing consistent customer experiences across various channels. His seasoned perspective will provide invaluable insights to those new to the client experience space or feeling overwhelmed by the challenge. So, press play, lean in, and let's decode the pixie dust and fairy tales behind crafting a successful customer experience with Anton de Wet. Stay tuned! ABOUT NICK GLIMSDAHL Subscribe to my weekly newsletter Find me on Twitter Find me on LinkedIn *** LISTENER SUPPORT Purchase Nick's books:  Reasons NOT to Focus on Employee Experience: A Comprehensive Guide Apparel: https://www.teepublic.com/user/press-1-for-nick  Support this show through Buy Me A Coffee *** BOOK RECOMMENDATIONS: Learn about all the guests book recommendations here: https://press1fornick.com/books/   BROUGHT TO YOU BY: VDS: They are a client-first consulting firm focused on strategy, business outcomes, and technology. They provide holistic consulting services to optimize your customer contact center, inspiring and designing transformational change to modernize and prepare your business for the future. Learn more: https://www.govds.com/  SPONSORING OPPORTUNITIES: Interested in partnering with the Press 1 For Nick podcast? Click here: https://press1fornick.com/lets-talk/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/press1fornick/message

The Neighbourhood is an integrated agency model developed by Publicis Groupe Australia and New Zealand for Campbell Arnott's six years ago. Soon after, Campbell's sold Arnott's to private equity firm KKR. So what makes The Neighbourhood the high-performing agency model that won the Grand Effie for the ‘Life's Little Moments' campaign and achieved an ROI that put Arnott's in the top 10% of FMCG campaigns? Jenni Dill, the Chief Marketing Officer of Arnott's Group, Imogen Hewitt, Publicis Groupe Chief Media Officer and Spark Foundry ANZ CEO, and Toby Aldred, Saatchi & Saatchi Managing Director and Chief Client Officer of The Neighbourhood, share their ideas and observations on how the model has evolved over the six-year partnership with Arnott's and what the ingredients are in a successful integrated model partnership. Listen on Apple: https://podcasts.apple.com/au/podcast/managing-marketing/id1018735190  Listen on Spotify: https://open.spotify.com/show/75mJ4Gt6MWzFWvmd3A64XW?si=a3b63c66ab6e4934  Listen on Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zb3VuZGNsb3VkLmNvbS91c2Vycy9zb3VuZGNsb3VkOnVzZXJzOjE2MTQ0MjA2NC9zb3VuZHMucnNz  Listen on Stitcher: https://www.stitcher.com/show/managing-marketing  Listen on Podbean: https://managingmarketing.podbean.com/  For more episodes of TrinityP3's Managing Marketing podcast, visit https://www.trinityp3.com/managing-marketing-podcasts/  Recorded live on Zoom H4n and edited, mixed and managed by JML Audio with thanks to Jared Lattouf.

 Subscribe: https://www.youtube.com/channel/UCNJI2Tv2yxOLBI02nyJoprA  Learn more about us: https://www.pragmaticinstitute.com/  Start your Product Manager or Product Marketer certification here “It's all about setting up the right expectations with the company or the early user. So, it's not just giving it to them. It's about being clear about what you expect in return early in the process.” -      Neil Baron, B2B Product Management Consultant, Founder of Baron Strategic Partners Join us for a critical discussion with Neil Baron and Rod Griffith, following their recent article in the Harvard Business Review (read it here) on extracting the full value of early user programs. This episode unpacks the nuances of designing early user programs that go beyond mere functionality checks to validate problem-solving, target accuracy, and accelerate market readiness. The conversation delves into the importance of having a dedicated program owner (not a dictator) and the necessity of involving cross-functional teams to capture diverse perspectives. Neil and Rod outline a five-step process for a successful program, from hypothesis definition and participant selection to setting clear expectations and leveraging feedback for product and go-to-market enhancements. Highlighting the tangible outcomes of well-executed early user programs, Neil and Rod share how these strategies have led to fast revenue times, increased sales confidence, and enhanced media coverage. Key Takeaways: 1. Importance of Early User Programs: The discussion highlights the significance of early user programs in understanding market problems that a product can solve. It emphasizes that these programs should not be viewed in isolation but as part of a holistic approach to product development and market understanding. 2. Cross-Functional Collaboration: For an effective early user program, there needs to be cross-functional input and it should be considered as a critical step in the process. This requires buy-in from senior management and proper incentivization across the organization. 3. Value Proposition and Feedback: Early user programs are not only about the product, but also about understanding the customer experience, the messaging, and the value proposition. It's vital to set up a give-and-get relationship with early users, ensuring they understand the benefits they will get, and the company gets valuable feedback and data. ABOUT OUR GUEST: Neil Barron is the founder of Baron Strategic Partners, a consulting firm that helps B2B companies accelerate growth. He is also involved in running two forums for product executives, the Product Leadership Council in conjunction with Pragmatic, and the Boston Product Executive Forum, which is run in conjunction with the Boston Product Management Association. With a wealth of experience in product leadership and management, Neil is passionate about helping companies create effective strategies for success. Rod Griffith is the Chief Client Officer and Co-Founder of MarketReach, inc., a B2B marketing services company that designs and manages marketing programs, campaigns, and sales tools for a variety of technology companies. With a background in computer industry segment management and product management, Rod uses his experience to help companies translate their strategies into practical and successful market-facing activities. He is deeply involved in sharing his insights and learnings through various forums, including the Product Leadership Council and collaborations with Pragmatic. ABOUT PRAGMATIC INSTITUTE: Since 1993, we've provided training and professional development for product, design, and data professionals to accelerate innovation, increase customer satisfaction, and bolster revenue. Through our comprehensive methods and proprietary Pragmatic Framework, we train professionals with the skills needed to accelerate their product management and product marketing careers, increase team efficiency, and boost revenue. Our online, in-person, and on-demand courses are taught by industry experts with decades of experience at top companies like Microsoft, Cisco, Dell, Hallmark, Quaker Oats, and Dun & Bradstreet. We offer individual course training in product, design and data, and certification tracks for Product Management Certifications, Product Marketing Certifications, and the Pragmatic Product Master Certification. All attendees gain access to the Pragmatic Alumni Community, a network of over 30,000 alumni worldwide.If you're looking for product management or product marketing training or are pursuing a product marketing certification or product management certification, browse our certification paths at https://www.pragmaticinstitute.com/product/. Courses are available online, in-person, or on-demand to fit your schedule. Want to learn more about becoming a Pragmatic Certified Product Manager? Learn more here. #ProductManagement #ProductManager #ProductManagementCertification #ProductManagementStrategy #PragmaticInstitute

Rest and Recovery - the Keys for Long Term Success  Nick Propper is a sought after expert, keynote speaker and facilitator on the topic of building sustainable human performance. Nick works extensively within the senior leadership groups of some of the world's leading organizations, including Yale School of Medicine, Goldman Sachs, Procter & Gamble, Morgan Stanley, DaVita, G100, United States Ski & Snowboard Team, United States Air Force and the United States Federal Intelligence Community. Prior to co-founding Impact Human Performance, Nick was a leader at the Johnson & Johnson Human Performance Institute. In this role Nick was both a performance Coach, leading clients through high impact programming in the fields of Energy Management and Resilience, and the lead for the Professional Service Business Unit. Before specializing in the Human Performance industry Nick held several senior leadership positions in a fifteen-year career at Omnicom, the world's leading holding company of marketing and communications agencies. After running agencies in the UK and Europe, Nick's last role was Global Chief Operating Officer and Chief Client Officer at Porter Novelli, a Global Communications Consultancy. Nick studied at Loughborough University in the UK where he earned a BA in European Business Administration and he remains an avid sportsman, spending his free time on the tennis court, on his road bike or skiing in the mountains with his family. Nick on LinkedIn Impact Human Performance – We help people perform at their best, more often. --- Contact Nick at Don't Quit on Me Podcast

Join us for a special edition podcast in honor of International Women's Day and Women's History Month, with our hosts from Ametros, Andrea Mills, Chief Client Officer and Melissa Coleman, Senior VP of Marketing leading the conversation. In this episode, they're joined by featured guests Carrie Barr, President at Verisk, and Kirsten Smyth, Chief Clinical Solutions Officer, at Best In Class MD (BICMD) for an insightful exploration into the unique experiences of women in the realm of workers' compensation. In this episode, we're diving deep into a topic that many women in the workforce can relate to: imposter syndrome.Listen in as our guests share candidly about their personal journeys grappling with imposter syndrome, and ultimately finding their voices as leaders in their respective fields. From confronting self-doubt to embracing authenticity, positive mindsets and networking, their stories are sure to inspire and resonate with listeners across all professions and positions.But that's not all – this episode is not just about business talk! Prepare for an engaging discussion peppered with intriguing pop culture references, adding a refreshing and relatable flair to the conversation. Whether you're a seasoned professional or an aspiring leader, there's something for everyone in this thought-provoking and entertaining episode.Tune in as we delve into the heart of leadership, empowerment, and the boundless possibilities for women in workers' comp and beyond.Learn More About:Andrea MillsLinkedIn: https://www.linkedin.com/in/andrea-mills-560aa952/Bio: https://ametros.com/management/andrea-mills/Melissa ColemanLinkedIn: https://www.linkedin.com/in/melissawright1/Bio: https://ametros.com/management/melissa-coleman/Carrie BarrLinkedIn: https://www.linkedin.com/in/carrie-barr-baa37824/Bio: https://www.verisk.com/insurance/leadership/carrie-barr/Kirsten SmythLinkedIn: https://www.linkedin.com/in/kirsten-smyth-a8273966/Notable Mentions: Alliance of Women in Workers' Compensation: https://allianceofwomen.org/Ametros is changing the way injured individuals navigate healthcare by providing them with post-settlement medical management tools for their settlement funds. Ametros helps drive more simplified, secured, and supported settlements and saves money by working closely with injured workers, insurers, employers, attorneys, and Medicare to create a seamless experience.Learn how Ametros can support you.Podcast CreatorsMelanie Salmeron, Podcast Producer and Editor

Welcome to a pivotal 25th episode of "It's Settled," the Ametros Podcast. Today marks a significant transition as our host, Shawn Deane, former General Counsel and SVP of Risk Management and Compliance at Ametros, passes the reins to our new hosts, Andrea Mills, Chief Client Officer, and John Kane, SVP of Strategy at Ametros.In this episode, Shawn embraces change, expressing excitement for Andrea and John's direction, promising a fresh era of inspiration for our listeners. Andrea and John, seasoned leaders in the insurance industry, share insights into their journeys and articulate their aspirations for impactful conversations. We also delve into the podcast's roots—a passion project by Shawn and podcast producer and editor, Melanie Salmeron, whose dedication brings us to this moment.The essence of "It's Settled" remains unchanged – authentic storytelling and experiences depicting individuals overcoming adversity post life-altering injuries. A platform where survivors, members, and industry experts converge to inspire, infuse hope, and contribute positively to those facing similar challenges.For our first-time listeners, know that you can jump into any episode, as each one shares the unique personal experiences and stories of our guests. To our loyal listeners, thank you for being with us on this incredible journey.Feeling Inspired?If you're enjoying the podcast, consider subscribing and leaving us a review on Apple Podcasts/iTunes or Spotify. Your reviews help spread the reach of these inspiring stories, offering hope to more listeners facing similar situations or those seeking uplifting content. Engage with us and witness the transition of "It's Settled" into its promising new chapter.Learn About ‘It's Settled' New HostsLearn More About Andrea MillsAmetros Bio: Andrea Mills, Chief Client Officer,Andrea Mills on LinkedInLearn More About John KaneAmetros Bio: John Kane, SVP of StrategyJohn Kane on LinkedIn Ametros is changing the way injured individuals navigate healthcare by providing them with post-settlement medical management tools for their settlement funds. Ametros helps drive more simplified, secured, and supported settlements and saves money by working closely with injured workers, insurers, employers, attorneys, and Medicare to create a seamless experience.Learn how Ametros can support you.Podcast CreatorsMelanie Salmeron, Podcast Producer and Editor

Welcome to the Tearsheet Podcast, where we navigate financial services together. We explore the future of financial services with an eye on technology, innovation, new models, and changing expectations. I'm Tearsheet editor in chief, Zack Miller. In today's episode, we dive into the dynamic world of financial institutions and their strategies for the year 2024. I'm thrilled to have had the opportunity to sit down with Serena Smith, Chief Client Officer at i2c, whose next-gen platform empowers financial institutions and fintechs of all sizes with no-code building block technology. Throughout our conversation, Serena shared insights garnered from her extensive experience and global perspective in the industry. From navigating the challenges faced by fintechs to addressing legacy technology obstacles within traditional banking, we explore the ever-evolving landscape of financial services. Serena's expertise sheds light on the trends shaping 2024, including the significance of real-time payments, the role of AI in financial services, and the critical need to meet the expectations of younger, digitally native generations like Gen Z and Gen Alpha. We also unpack i2c's innovative approach with a unified tech stack, empowering financial institutions to streamline their services across diverse geographies. Check out i2c's recent report on how younger customers make credit decisions. Download it here: https://www2.i2cinc.com/report-the-credit-economy?utm_source=Tearsheet&utm_medium=Referral&utm_campaign=The+Credit+Economy%3A+Tearsheet Join us as we delve into the opportunities, challenges, and transformative potential that lie ahead for financial institutions in the fast-paced world of 2024. Without further ado, let's delve into our enlightening conversation with Serena Smith.

In This Episode This week join Brett King as he discusses the latest research from a newly released study on expectations vs reality in financial services. It's an enlightening conversation with DeAndre Jones, Chief Client Officer, FIS Banking Solutions and John Stuckey, Senior Director, Product, FIS Retail Solutions exploring the priorities of consumers when choosing financial services providers, the priorities of financial services executives in where they are investing for future innovation, and the points of alignment and misalignment between the two populations. Then we learn how Clear is expanding beyond the airport and into fintech, just to be 'clear' airports are where they proved out their thesis around secure identity and what it does to unlock experiences, now they are bringing learnings into the digital space. Digital identity is a hot topic, and financial services is a great space in which to play. It's an interesting segment with host JP Nicols and Derek Godfreyd, Chief Product Officer, there's definitely a 'clear' opportunity (sorry, couldn't resist) in financial services. Enjoy the episode!

In This Episode This week we feature the first of a three part series focusing on fintech visionaries reimagining the future of finance. In the first segment host Brett King connects with Mariam Ogunbambi, Chief Client Officer at Engine by Starling, the technology arm of Starling Bank and Bronwyn Francis, SVP, Advisors Business Development, Mastercard. Starling Bank, as many of you know, is Britain's first digital bank, a true fintech success story. Engine is the platform that powers Starling and is now being provided to banks globally as a Software-as-a-Service solution to help them innovate, digitally transform or launch new digital offerings in their own markets, offering the opportunity to keep up with the pace of change and chance to replicate some of the Starling Bank magic. It's an interesting first segment in this special series! Then, it's time for some more Hot Takes! This time, Fintech on Fire live from MX's Money Experience Summit in Las Vegas. We have three bold panelists eager to tackle hot questions and even hotter wings. For every question and hot take, our panelists Mary Wisniewski, Neff Hudson and Wes Hummel will join Jason Henrichs in eating progressively spicier chicken wings. These hot sauces are guaranteed to bring out some honest and entertaining reactions. It's another Hot Takes hot session!