Podcasts about clients

You know that feeling when you set a number you need to hit each month, get close to it, and then take on just one more client & suddenly the number's moved again? Today I'm joined by Rebecca Smith, a Limitless Practice grad with a premium fee private pay practice in New Orleans, who texted me about this exact thing last week while she was over full herself. We get into why that income number has to come from real math (bills, retirement, your kid's college fund, slumps) instead of a round number that just feels right, plus what to do with any money you make above it. Rebecca shares how she uses her actual client roll-off rate to know how much marketing pressure she really needs, & why blocking off which hours you're even open for new consults can protect your caseload without you having to say no out loud. We also get into why this whole thing isn't a one-time fix but a muscle you keep exercising for as long as you're in practice. Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Feeling the platform squeeze but scared to just walk away from the income? Platform to Private Pay is a 12-week cohort that helps you build your own referral pipeline first, so you can transition off Alma, Headway, etc. slowly & steadily instead of leaping with nothing underneath you. Waitlist's open now: https://www.abundancepracticebuilding.com/platform Need help filling your practice? Check out the Abundance Party (only $345 -or- $69/mo with a 6-month minimum commitment!). Included are courses, monthly trainings with industry experts, monthly group calls with me and opportunities to snag a free 30-minute 1:1, scripts, templates, and so much more: https://www.abundancepracticebuilding.com/party    Grab the free worksheet mentioned in today's episode at www.abundancepracticebuilding.com/worksheet_opt.

Austin shares the 4 step framework that one of his clients used to turn an interview at Google into a job offer!Time Stamped Show Notes:[0:25] - Interview preparation is important[0:46] - Go get the job description[1:19] - Look for qualifications and skills[1:38] - Come up with questions about the qualifications and skills[2:38] - Craft your answers to these questionsResources Mentioned In Today's Episode:Article - Interview PreparationWant To Level Up Your Job Search?Click here to learn more about 1:1 career coaching to help you land your dream job without applying online.Check out Austin's courses and, as a thank you for listening to the show, use the code PODCAST to get 5% off any digital course:The Interview Preparation System - Austin's proven, all-in-one process for turning your next job interview into a job offer.Value Validation Project Starter Kit - Everything you need to create a job-winning VVP that will blow hiring managers away and set you apart from the competition.No Experience, No Problem - Austin's proven framework for building the skills and experience you need to break into a new industry (even if you have *zero* experience right now).Try Austin's Job Search ToolsResyBuild.io - Build a beautiful, job-winning resume in minutes.ResyMatch.io - Score your resume vs. your target job description and get feedback.ResyBullet.io - Learn how to write attention grabbing resume bullets.Mailscoop.io - Find anyone's professional email in seconds.Connect with Austin for daily job search content:Cultivated CultureLinkedInTwitterThanks for listening!

Real meetings, real numbers, real lessons. Mary Jo recaps recent client meetings — from a 64 and 65-year-old couple buying land for their boys, to a 22-year-old starting with a $4,000 policy, to $100,000+ policies. You'll hear why leaving land without a plan leaves debt + operating expenses to the kids, why helping one child and not the other creates future fights, why divided interest beats undivided interest, how two guys who quit drinking turned their financial lives around, how a 50s entrepreneur beat Parkinson's Law with '08-'09 rentals, storage units and businesses, and why a timber farm shrank from 10,000+ acres by selling land to solve problems. It doesn't matter where you start — $4,000 or $100,000 — just get started. Learn infinite banking , estate planning , and financial freedom  for farming  and agriculture  families with Farming Without the Bank. Buy the book: https://www.FarmingWithoutTheBank.com/book  Email Mary Jo: MaryJo@WithoutTheBank.com  Chapters: 00:00 $4K to $100K policies — just get started 00:31 Welcome back — why I'm recapping real meetings 01:43 64 & 65 buying land — kids inherit debt + operating costs 04:23 Fairness trap — helping the struggling kid only 05:49 Divided vs undivided interest — will they farm together? 07:34 Quit drinking, turned life around — love these clients 08:10 Trucker income jump — trailer rentals for cash flow 09:10 Farm hand buyout opportunity — navigating transition 12:03 22-year-old county + farm + side jobs — $4K starter + skid steer 12:45 50s multi-millionaire — handicapped daughter + market risk 14:02 Beat Parkinson's Law — '08-'09 rentals to storage to business 15:36 3D printers in front of you — stop being paralyzed, move 16:57 Excavation + multi-state ranches run like a business 18:48 Surgeon buys farm — chasing rate of return vs control 20:03 Only ag-focused IBC practitioner — farmers think generations ahead 22:25 Timber farm 10,000 to small thousands acres — insurance as operating expense 24:39 Wrap — not all will start, some super ready 25:11 Schedule with Mary Jo or John Audio Production by Podsworth Media - https://podsworth.com 

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Sylvester “Sly Huncho” Brewster..

Lower prices do not always make business easier.Sometimes they create more work, tighter margins, and clients who are a poor fit.In this episode of The Level Up Podcast, Paul Alex breaks down how pricing can influence the type of customers you attract—and why premium positioning can give you the resources to deliver a stronger experience.Competing primarily on price creates pressure from both directions.You have less margin to serve the customer.And you may attract buyers who are focused more on cost than long-term value.In this episode, you'll learn:• Why discount pricing can create operational pressure and weak margins• How pricing can help filter for customers who value the outcome you provide• Why premium positioning must be supported by premium execution• How stronger margins can fund better people, systems, and customer experiencesThe truth is simple:Do not raise your prices just for the sake of charging more.Raise the value.Improve the offer.Strengthen the experience.Then price the service in a way that allows you to deliver at the standard you promise.You do not need to be affordable to everyone.You need to become valuable to the right customer.Strengthen the positioning.Protect the margins.Deliver the result.Your Network is your NETWORTH!Make sure to add me on all SOCIAL MEDIA PLATFORMS:Instagram: https://jo.my/paulalex2024Facebook: https://jo.my/fbpaulalex2024YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQLinkedIn: https://jo.my/inpaulalex2024Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you:www.CashSwipe.comFREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com

282. A Conversation About Time Bending, Loving the Game, and 1-1 Client Creation In this episode, I explore the concept of "time bending" as the essence of one-on-one client work—helping clients collapse the time between where they are and the results they want, while also slowing down time to experience the magic and presence of everyday life. I reflect on how doing the dishes and staying grounded when my daughter spills a drink are microcosms of the inner work that makes me a more present, unshakeable coach, and I argue that one-on-one coaching isn't dying—it's transforming into something more rooted in integrity and resonance. I also share lessons from a losing soccer season coaching my daughter's team, drawing a parallel between loving the game for its own sake and building a sustainable, magnetic business. My brand new free masterclass, THE ELEGANT ART OF 1:1 CLIENT CREATION, happening on October 7. You can register by clicking here. You can still join Money*Karma, catch all the replays, and come to the next live calls by clicking here. If you're interested in working together, book a call HERE. Can't wait to chat! If you want to follow along with what I'm writing and thinking in real time, subscribe to my Substack, The Way of Abundance. HERE If you want to build your business from abundance, alignment, and your actual design, you can join the House of Abundance here: itsambersmith.com/house

Funeral planning may not be anyone's favorite financial-planning conversation, but making decisions now can save your family money, confusion, and difficult choices later. Richard Rosso and Jonathan McCarty take a surprisingly entertaining look at the financial side of planning your own funeral, from traditional burial and cremation to cemeteries, niches, pet burials, aquamation, becoming a tree, and even having your cremains launched into space. We'll examine funeral and burial costs, prepaid arrangements, inflation, cemetery pricing, add-ons, paperwork, and the importance of communicating your final wishes. Can locking in funeral costs today make financial sense? What decisions should you make in advance? And how can planning ahead become an expression of consideration for the people you leave behind? Plus, Richard shares some memorable real-life experiences involving cremains, cemetery niches, his mother's remains, the Grim Reaper, and why apparently even Buc-ee's can inspire a conversation about where you'd like to spend eternity. The subject may be death, but the financial-planning lesson is very much about life: make your wishes known, understand the costs, organize the paperwork, and don't leave your family guessing. 0:00 - INTRO 0:20 - Planning a Client's Funeral (DIY version) 2:55 - Advanced Funeral Planning & Cemeteries 5:46 - Niches for Cremains, Richard & the Grim Reaper 7:54 - Getting Richard's Mother Out of the Closet 15:15 - Cremation? Making Decisions Now So Your Relatives Won't Have To 15:43 - Taking the Dogs With You 16:56 - Cost Effective Solutions 18:01 - The Stories in the Niches 20:10 - The Cost of Burial 22:02 - Pre-cutting Burial Sites 23:18 - Adding more People 24:51 - Buc-cee's Burials 26:33 - Pet Cemetary 27:30 - The Business of Burials - Additional costs & add-ons 32:14 - Funeral Inflation & Locking in Costs 34:15 - SCI International 36:04 - Dealing with the Paperwork 38:03 - Communicating Final Wishes 40:31 - How do You Want to Be Buried (Be a Tree, Aquamation, Rocket Launch) 45:45 - Location, Location, Location... 48:00 - The Ultimate Expression of Caring & Respect ==== Hosted by RIA Advisors' Director of Financial Planning, Richard Rosso, CFP w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/oGCV1mUrzwk?feature=share -------- Watch our previous show, "From TINA to TIGA: Diversification Pays Again" https://youtube.com/live/JV2n7ESiZ54?feature=share ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FuneralPlanning #EstatePlanning #FinancialPlanning #FuneralCosts #Cremation

Are you a coach struggling to get coaching clients and grow your coaching business? Do you want to learn how to make discovery calls easy and effective in order to get more clients and establish a successful coaching career? In this video, we will share with you what to say to get coaching clients and provide you with valuable tips on marketing for coaches, including how to use social media for coaches to promote your services and attract potential clients. Whether you are a certified life coach or just starting out, learning how to get coaching clients fast is crucial to the success of your business. We will cover topics such as how to become a life coach, how to start a coaching business, and how to get more clients, including business coach strategies and discovery call questions that work. By the end of this video, you will have a clear understanding of how to get coaching clients online and offline, and how to grow your coaching business into a thriving and profitable venture. If you are ready to take your coaching business to the next level and get coaching clients consistently, then this video is for you.If you want help getting your first or next paying client, let's talk. Book a call with me here: debbieshadid.com/scheduleShop Debbie's Resources for Coaches:The Profitable Coaching Niche Blueprint - Define Your Coaching Niche in a Few Hours So You Can Start Attracting the Right Clients: https://debbie-shadid-shop.fourthwall.com/products/niche-blueprintConnect with me, Debbie Shadid:Website: https://www.debbieshadid.comInstagram: https://www.instagram.com/debbieshadid/0:00 Mastering the Comfortable Conversation1:08 Choosing the Right Name for Your Call3:31 Preparing Your Mindset Before the Call5:50 Four Essential Questions to Ask Every Client12:52 Handling Time and Money Objections17:03 Closing the Call With EaseLet's connect!Website: https://www.debbieshadid.com Instagram @debbieshadidSubscribe on YouTube#DebbieShadid #LifeCoachBusinessBuildingSchool 

Turn always-on AI into useful client work. Jaeden and Jamie explore Dots and Muse, including automated SEO audits, email triage, draft replies, and meeting follow-up. They discuss which repetitive business tasks agents could handle, how cloud agents differ from a computer that must stay on, and the access and privacy tradeoffs to consider. A practical look at the workflows behind an AI automation service.

Turn always-on AI into useful client work. Jaeden and Jamie explore Dots and Muse, including automated SEO audits, email triage, draft replies, and meeting follow-up. They discuss which repetitive business tasks agents could handle, how cloud agents differ from a computer that must stay on, and the access and privacy tradeoffs to consider. A practical look at the workflows behind an AI automation service. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Frank has a story from just yesterday that proves clients do not care what your firm is called.Frank opens with a principle he has seen play out for years, every firm has its day in the sun and every firm has its day in the darkness. Stacey adds that firms move through natural phases of growth and reputation and that an advisor who assumes their own firm is immune to that cycle is simply not paying attention.Frank shares a real conversation from the day before recording, an advisor in Texas who had never heard of Janney Montgomery despite years of success stories from Edward Jones advisors who made the move. Frank uses it to make the bigger point, most clients do not know or care what their advisor's firm is called, they care about the advisor and the relationship they have built with them.That idea carries into a discussion of firms like Arcadius in Atlanta, a firm with no secret sauce that still wins advisors purely on culture. Stacey explains why access to leadership and the feeling of swimming upstream with other serious producers matters more to advisors than a bigger headline deal and why so many advisors quietly miss the experience they used to have at a smaller, more personal firm.Frank and Stacey pull back the curtain on how they actually vet firms behind the scenes, pushing past vague claims like culture and asking firms to show real proof, whether that is a two person marketing team calling itself a department or a firm that cannot explain how it actually helps advisors grow. Frank breaks down the exact order he uses to evaluate any potential move, is it better for your clients first, is it better for your practice second and only then is it better for you personally.The episode closes with a reminder that a firm's name recognition means nothing if it cannot deliver flexibility, leadership access and real results and that eliminating a firm just because you have never heard of it could mean missing the best fit for your business. Questions answered in this episode include:Why do firms go through cycles of good and bad reputation?Do a financial advisor's clients actually care about the name of the firm?What is the real difference between well known firms and firms nobody has heard of?Why does access to senior leadership matter for financial advisors?How should a financial advisor actually vet a firm's culture claims?What is the right order to evaluate whether a move makes sense, the client, the practice, or the advisor?Why shouldn't financial advisors eliminate firms just because they are unfamiliar? Chapters:00:53 Introduction: Your Clients Follow You, Not Your Firm's Name02:02 Every Firm Has Its Day in the Sun and Its Day in the Darkness07:11 Clients Don't Know Who Your Firm Is09:49 Why Access to Leadership Matters15:30 Culture Isn't Enough, Show Us How25:44 The Advisor and the Advisor's Own Client27:36 The Final Message32:24 How to Reach Frank and Stacey Resources:- Elite Consulting Partners: https://eliteconsultingpartners.com- Elite Marketing Concepts: https://elitemarketingconcepts.com- Elite Advisor Successions: https://eliteadvisorsuccessions.com- JEDI Database Solutions: https://jedidatabasesolutions.com- Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report- Listen to more: https://eliteconsultingpartners.com/podcasts/- LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

In this episode of our Cross-Border Catch-Up podcast series, Maya Barba (San Francisco) and Kristyn Lambert (New Orleans) break down a commonly misunderstood risk for global employers: attorney-client privilege doesn't operate across borders as most companies assume. From the U.S. baseline to recent legislative developments in France and Switzerland, the speakers walk through how different legal systems protect—or fail to protect—in-house counsel communications. Tune in for practical takeaways on how multinational teams can identify their privilege gaps and safeguard confidential legal advice worldwide.

Send us Fan MailYou can do everything right clinically and still lose a client in one conversation. We sit down with Dr. Erik Hofmeister to unpack what pet owners actually expect when a veterinary medical error happens, and the answers are more demanding than most of us assume. Many respondents say they want to be told about every error, even minor mistakes that never reach the patient, and they want that disclosure immediately. That level of transparency sounds simple until you picture a real clinic day, real caseload pressure, and real human emotion.We also dig into why expectations vary. Education level and personality traits shape how owners think about whether errors are inevitable, what an “acceptable” error rate looks like, and how much grace they extend to complex medical systems. That leads to a key veterinary practice management takeaway: understanding complexity does not automatically lower standards. Clients can believe errors happen while still expecting strong safeguards and clear accountability.Then we get practical about client communication, because the trust numbers are hard to ignore: poor communication about an error drives trust down fast, while great communication has a limited but meaningful ability to rebuild it. We talk through a concrete disclosure tool we can teach and practice in any hospital, the TEAM approach: be truthful, express empathy, apologize, and make a plan. If you care about transparency, risk management, informed consent, and long-term client relationships, this conversation gives you language you can use the next time things go wrong.Subscribe for more Veterinary Vertex conversations, share this with a colleague who trains new grads, and leave a rating and review to help other veterinary teams find the show.JAVMA article: https://doi.org/10.2460/javma.25.12.0872INTERESTED IN SUBMITTING YOUR MANUSCRIPT TO JAVMA ®  OR AJVR ® ?JAVMA ® : https://avma.org/JAVMAAuthorsAJVR ® : https://avma.org/AJVRAuthorsFOLLOW US:JAVMA ® :Facebook: Journal of the American Veterinary Medical Association - JAVMA | FacebookInstagram: JAVMA (@avma_javma) • Instagram photos and videosTwitter: JAVMA (@AVMAJAVMA) / Twitter AJVR ® : Facebook: American Journal of Veterinary Research - AJVR | FacebookInstagram: AJVR (@ajvroa) • Instagram photos and videosTwitter: AJVR (@AJVROA) / TwitterJAVMA ®  and AJVR ®  LinkedIn: https://linkedin.com/company/avma-journals

DescriptionLawrie Philpott spent thirty years inside PwC before founding his own leadership consultancy, Philpott Black. In this episode we go through the actual jobs behind that CV: consulting assignments in Kuwait during Ramadan, Liberia, Nigeria, Kenya and Sudan, leading a flood control strategy for Bangkok, and a trip to the high Arctic that dropped to minus 76 with wind chill, all in the name of writing a better report.We get into what actually separates someone who can do great work from someone who can also sell it, why "working in the organisation" and "working on the organisation" are two different jobs that most leadership teams only do one of, what a board is actually for versus what it's become, and the point at which a growing business genuinely needs one. Lawrie also gives his honest answer on the biggest bullshit in consulting: senior people showing up to win the pitch, then disappearing the moment the work starts.If you're building a leadership team, thinking about your first board, or trying to work out why some client relationships last twenty five years and others don't, this one's for you.Timestamps00:00 Cold open01:18 Introducing Lawrie Philpott02:10 No career plan, and the four pillars: local government, Coopers & Lybrand, Philpott Black, podcasting05:13 How one phone call led to Coopers & Lybrand07:27 First posting: six months in Kuwait during Ramadan08:36 Liberia, Nigeria, Kenya and the toughest job of all: Sudan15:57 What actually makes someone entrepreneurial inside a big firm17:12 The trick his mum taught him before big presentations20:44 Becoming a partner: the internal test of "is he one of us"21:41 Founding Philpott Black in 1996 with zero work on the books24:12 What he actually looks for when hiring25:37 The secret to twenty five year client relationships28:36 Sales versus delivery, and "finders, minders, grinders and binders"32:58 The biggest leadership mistake: working IN the organisation but never ON it39:35 What most boards get wrong, and the case for a senior independent director48:16 When a business actually needs a board50:19 Mentors versus coaches, and "two ears, one mouth"52:40 The Arctic Pilot Project: minus 76 in northern Canada57:03 The biggest bullshit in consulting*Who is Sabrina?*

Her Riverfront Project Hid an Affair With the Lead ClientBecome a supporter of this podcast: https://www.spreaker.com/podcast/cheat-stories-official--5689182/support.#CheatingStories #RelationshipDrama #Infidelity #Storytime #Betrayal #cheatstoriesThis episode includes AI-generated content.

Her Affair With a Client Unraveled When I Found an Earring in My CarBecome a supporter of this podcast: https://www.spreaker.com/podcast/cheat-stories-official--5689182/support.#CheatingStories #RelationshipDrama #Infidelity #Storytime #Betrayal #cheatstoriesThis episode includes AI-generated content.

Your best attorney is brilliant. Clients love them. They never miss a deadline. Naturally, you picture them taking over your firm someday. But can they run it? In this episode of Smart Lawyers Position to Transition, Victoria Collier challenges an assumption that can turn an internal succession plan into a very expensive disappointment: being an excellent lawyer means someone is ready to become an owner. Because fifteen years working beside you doesn't necessarily mean fifteen years learning how to replace you. From uncomfortable conversations about money to the leadership habits that matter when things go sideways, Victoria explores what preparing a successor actually requires. She also turns the mirror toward current owners: have you given your future successor the opportunity to learn the business, or just expected them to absorb it? In this episode: •⁠  ⁠Why your strongest attorney may not be your strongest succession candidate. •⁠  ⁠The ownership responsibilities legal training leaves out. •⁠  ⁠What keeping your financials private could mean for your transition. •⁠  ⁠How to test a potential successor's readiness beyond their legal work. •⁠  ⁠The red flags owners overlook when they're ready to be done. •⁠  ⁠Where to begin if an internal transition is part of your future. About Victoria Collier Victoria Collier is a seasoned attorney, entrepreneur, and expert in law firm sales and valuations. With a background in law and accounting, including prior military service and CPA training, she brings a unique perspective to the financial side of business valuations. She helps transform law firms into more valuable and sellable businesses while guiding attorneys through life after law.   We want to hear from you! You can leave us a rating and review in Apple Podcasts. Click here and then scroll down the page to the rating and review section. You can also leave us a rating in Spotify by clicking here. Connect with Victoria Collier https://quidproquolaw.com/ Private Facebook Group https://www.facebook.com/groups/1284225722042602 LinkedIn https://www.linkedin.com/company/victoria-collier-coaching/

The conversation covers a range of topics including childhood experiences, the evolution of nerd culture, and the importance of coaches being their own best clients. It also delves into the significance of methodology, program design, and the delivery of coaching services. The importance of being your own best client as a coach is emphasized, focusing on self-reflection, program testing, and client perspective. The process of training oneself, testing recommendations, and reflecting on program design is explored, highlighting the value of autonomy and mastery in coaching. The significance of understanding mechanics, demands of the sport, and effective cueing is discussed, along with the need for humility and learning from experienced individuals.TakeawaysChildhood experiences shape our perspectives and influence our interests.The evolution of nerd culture has led to a shift in societal perceptions of hobbies and interests.Coaches should be their own best clients, testing their methodology and program design on themselves before working with clients. Self-reflection and self-coaching are essential for a coach's growth and development.Testing recommendations on oneself and reflecting on program design are crucial for program efficiency and client progress.Chapters00:00 Revisiting Toys R Us and Childhood Memories14:13 Testing Methodology and Program Design on Oneself18:27 The Importance of Self-Reflection and Self-Coaching21:28 Understanding Mechanics, Demands of the Sport, and Effective Cueing32:25 Testing Recommendations on Oneself and Reflecting on Program Design

Real estate has made me a lot of money, but one of the unexpected blessings? It taught me how to communicate better with my husband.

Would you like to learn how to accelerate your agency growth? https://www.agencymastery360.com/training Wendy Covey is the co-founder and CEO of TREW Marketing, a strategy and content agency exclusively serving engineering and manufacturing companies. She started the agency in 2008 — during the Great Recession — as a generalist, and within a year or two of niching down, won a Wall Street Journal Small Business Innovation Award. Today, TREW Marketing is 19 years in, and Wendy has stepped fully into the owner role, with a president and leadership team running day-to-day operations. In this episode, Wendy and Jason dig into what it took to get there: the painful business partner buyout, the career path restructuring, and the niche positioning that now has clients convincing Wendy to take them on. 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](http://e2msolutions.com/smartagency) and get 10% off for the first three months of service. Key Takeaways: Niching down is the accelerant, not the limit. TREW Marketing chased anyone who'd pay in the early days — photo booths, nonprofits, product inventors. Once they committed to engineering and manufacturing companies, everything changed. Within a year or two they won a WSJ award, and today prospects come to them. Wendy's closing line: "It becomes them convincing me why they should be my next client." Your buy-sell agreement must include a valuation method. When Wendy's business partner left after 10 years, their agreement had no formula for valuing the business. Both sides got coaches, the negotiation was painful, and it strained a personal friendship. If you have a partner, get that language in writing before you need it. Build two documented career paths — individual contributor and manager — at the same salary band. TREW Marketing stopped the painful cycle of promoting great individual contributors into bad management seats by creating clear, documented tracks with defined behaviors for each. People can see where they fit before they take the wrong seat. Remove yourself from service delivery first, then tackle sales. Wendy's first move was getting fully out of client delivery. That freed her time to focus on sales and company growth. As sales grew, service delivery leaders naturally joined those conversations — and she found she was less effective in delivery minutiae anyway, making the transition feel inevitable rather than forced.   Wendy also shares how TREW Marketing's 19-year niche commitment is now paying off in the age of AI — their thought leadership content and deep expertise have made them highly visible in large language models, bringing in inbound leads without outbound effort. 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](https://flatworm-caterpillar-3mha.squarespace.com/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.

In this episode, I'm sharing practical ways therapists can make room for political stress in the therapy room without allowing the session to become a debate. I also created a FREE quick-reference guide, Political Stress in Therapy: 10 Client-Centered Questions to Use in Session. It includes practical questions to help you move beyond the political headline and explore the emotions, values, boundaries, and next steps underneath a client's distress. Download it free here: lisa-mustard.aweb.page/free-political-stress-guide Politics can affect our clients' sense of safety, identity, belonging, relationships, and hope for the future. I talk about how to move from the headline to its deeper meaning; validate a client's emotional experience without endorsing every opinion; help clients regulate, set boundaries, and take values-aligned action; and notice our own reactions as therapists. I also address what to say when prospective clients ask where you stand politically and why it is okay for clients to decide they need a therapist who feels like the right fit for them. For additional support, I mention How to Navigate Politics in Session Without Taking Sides, which offers structured prompts and guidance for ethical, client-centered conversations. I also share my Political Stress Ebook Workbook: Coping Strategies for Therapists, a downloadable, client-facing ebook that therapists can customize and rebrand with their own information. Whether your clients are doomscrolling, fighting with family, feeling afraid about the future, or overwhelmed by the intensity of the news cycle, I hope this episode offers a grounded, practical way to respond. Need CE contact hours? Explore my NBCC-Approved Podcourses & CE Courses Try Berries for FREE! Get $50 off your first month with code THERAPYSHOW50  

Hairstylist marketing in 2026 isn't about posting more. It's about making it easier for the right clients to find, trust, and choose you. In this episode, we're breaking down what's changing in salon marketing, from Google Business Profiles and hairstylist SEO to client reviews, social media, AI search, and your booking experience. You'll learn where potential clients may be dropping off, why beautiful hair content alone isn't always converting, and the four-part marketing system I'd focus on to build relevance, proof, trust, and a clear path to booking. If your books feel inconsistent, this will help you figure out what may actually be missing before you create another reel. Take our FREE stylist opportunity assessment to find your biggest opportunity in pricing, capacity, client retention, or new clients. Take 50% off 2 months of GlossGenius Premium Plans with code SUCCESSFUL  Be an early adopter and preorder the Integrated Stylist, our 90 day operating system Key Take-aways: 1. More content isn't always the answer. If you're consistently posting but your books aren't reflecting the effort, the problem may not be visibility. Your marketing needs to help a potential client confidently decide that you're the right stylist for them. 2. Marketing in 2026 is about becoming easy to choose. Clients aren't following one neat path from Instagram to your booking page. They're checking Google, reviews, social media, your website, your services, and increasingly AI tools before making a decision. 3. Reduce the distance between discovery and booking. Every unnecessary click, confusing service description, broken link, or missing piece of information creates another opportunity for a potential client to leave. Your booking process should answer their questions and make the next step obvious. 4. Your content needs to explain the decision, not just show the result. A beautiful before-and-after proves you can do hair. Strong marketing explains who the service is for, what problem you're solving, why you made certain choices, and what the client can realistically expect. 5. Your digital presence needs to tell the same story everywhere. Your Instagram bio, Google Business Profile, website, reviews, photos, services, and booking page should consistently communicate what you specialize in, who you help, and where you're located. 6. Reviews are part of your sales process. Recent, specific reviews don't just provide social proof. They give future clients language they can identify with, reduce uncertainty, strengthen local SEO, and show people what it's actually like to sit in your chair. 7. AI is changing hairstylist discovery, but it isn't replacing trust. Clients may use ChatGPT or other AI tools to discover local stylists, but they still verify what they find through Google, social media, websites, and reviews. A clear, consistent digital footprint matters more than trying to game AI search. 8. Every piece of content should have a job. Your content should do at least one of four things: make the right client feel seen, explain your expertise or process, provide proof, or make the next step obvious. 9. Build your marketing around relevance, proof, trust, and path. Make it clear who you help, show evidence that supports what you say, reduce the perceived risk of choosing you, and create an obvious path to booking. 10. Audit the client journey before creating more content. Search for yourself like a new client would. Check your Google profile, Instagram bio, reviews, website, services, and booking flow from your phone. Fix the friction before assuming you need to work harder at social media. Enjoy 15% off our favorite skincare line, Pharmagel with code SSA15 If you prefer video, find us on YouTube For free resources and stylist education, follow along on Instagram

In this episode, I'm joined by Vincent Cyr, team lead at Real Brokerage, to discuss how he's integrating AI into every stage of the client journey, from listing presentations and pricing strategies to AI search optimization and custom-built workflows. We explore why human judgment still matters, how specialized AI skills create better client experiences, and practical ways agents can build repeatable systems that save time while improving the quality of their advice. If you're looking to move beyond experimenting with AI and start using it to create better outcomes for your clients, this conversation is full of practical ideas you can apply to your business. Guest: Vincent Cyr The Cyr Team - https://www.thecyrteam.com Inherited Property (situation-specific) - https://thecyrteam.com/your-situation/inherited-property/ Downsizing (situation-specific) - https://thecyrteam.com/your-situation/downsizing/ Chadds Ford / Distinctive Homes (location + service) - https://thecyrteam.com/chadds-ford-pa/distinctive-homes/   Books Mentioned:  Unabridged: https://www.amazon.com/Miserables-Signet-Classics-Victor-Hugo/dp/045141943X Streamlined: https://www.amazon.com/Miserables-Penguin-Classics-Victor-Hugo/dp/0140444300   Host: Rajeev Sajja Website: http://www.realestateaiflash.com Facebook: https://www.facebook.com/rsajja Instagram: http://www.instagram.com/rajeev_sajja LinkedIn: http://www.linkedIn.com/in/rsajja Join our Instagram Real Estate AI Insiders Channel - https://ig.me/j/AbZCJG37DqBPPtxi/ Get a 14-day Wispro Flow Pro Free Trial - https://ref.wisprflow.ai/rajeev-sajja  Subscribe to our weekly AI Newsletter: https://realestateai-flash.beehiiv.com/subscribe  ChatGPT Claude Conversion Guide - https://switch-ai-field-guide.rajeevsajja.chatgpt.site  

Brian Chesky, Airbnb's CEO, says 1:1s are a waste of time. He's wrong. In this episode, I break down exactly where he misses the point and what great 1:1s actually look like.Timestamps1:28 – Who Is Brian Chesky: The CEO and co-founder of Airbnb, worth 11 billion, with nearly 10k employees.1:45 – The Clip: Brian shares why he thinks 1:1s are a bad idea.Original Clip: https://www.instagram.com/reel/Dcn4yyfjlws/?stkn=N3JyNG1mZ2lxZGx23:07 – Why He's Wrong: 4 reasons Chesky is dead wrong about 1:1s.7:30 – Challenge: Audit your 1:1s. Are they for you or your employee?Mastering 1:1 Meetings Episodehttps://www.buzzsprout.com/2115517/episodes/13415849Career & Leadership CoachingWant a better career? Clients who work with us earn 57% more and get promoted 3x faster on average. Book your free career clarity call here.Free ResourcesTake the free Career Fulfillment quiz: HereThe Brag Sheet (free Career Win Tracker): HereIntrovert Leader Newsletter (Confidence Blueprint Course Waitlist)Get the free confidence guide & biweekly updates: HereEngageNew episodes drop every other Wednesday. Be sure to subscribe.Send in your career, leadership, or self-development questions and I'll answer them on air.Email: theintrovertleader@gmail.comLinkedIn: linkedin.com/in/austinchopkinsYouTube: ​Austin HopkinsCareer Coaching: www.sts-coaching.com

AI is changing cybersecurity, and scammers are changing with it. This week, HAR Director of IT and Security Edward Moncur discussed emerging threats, AI-powered scams, and practical ways REALTORS® can protect themselves, their businesses, and their clients.    Check out FOREWARN: https://cms.har.com/forewarn/ HAR Safety Resources: https://cms.har.com/safety/ Make sure to register for HAR Engage: https://engage.har.com/event/home/2026harengage   Sign up for Free Industry News Subscriptions for HAR Members here-    https://www.harconnect.com/free-industry-news-subscriptions-for-har-members/   Are you an HAR MLS Platinum Subscriber? Join our Facebook Group! Click to join. Sign Up for your free Real Estate News Subscription here. Sign up for your free Inman Select Subscription here. Follow us on Facebook, Twitter, Instagram, YouTube , and LinkedIn.  

You can't sell to your listeners if you don't know what they're stuck on. Joe Sanok, host of The Practice of the Practice, shares the three-question method he uses to build offers that convert. ◼️ His "pain, product, price" framework for designing products your audience actually buys ◼️ How he used blogging to test topics before turning them into episodes ◼️ Why he hired paid interns to handle production ◼️ How he booked Pat Flynn, John Lee Dumas, and Lewis Howes ◼️ The process he uses to select guests Want to grow your visibility through podcast guesting? Explore how PodWritten can help: https://podwritten.com/services/   Bonus tips and resources:  ◼️ Blog: https://podwritten.com/blog/  ◼️ Instagram: https://www.instagram.com/podwritten/ ◼️ LinkedIn: https://www.linkedin.com/company/podwritten    Questions or want to say hey? Email us at sam@podwritten.com   Please leave us a review on Apple Podcasts or Spotify.

What happens to an inheritance when a beneficiary is accused of killing the person who left it to them? In this replay episode of Celebrity Estates, revisit Senior Editor David Lenok's conversation with Sean Weissbart, partner and co-chair of the Tax Benefits and Private Client Practice Group at Blank Rome, examining the estate planning issues surrounding Rob Reiner's estate. David and Sean explore how slayer statutes function, why probate courts can rely on civil standards rather than criminal convictions, and how intent and mental state may influence inheritance outcomes. Sean explains how being treated as predeceased can redirect assets, how an insanity defense may affect eligibility to inherit, and why simultaneous death rules and community property laws matter when spouses die close in time. Revisit this conversation with David Lenok and Sean Weissbart for a closer look at the estate planning lessons behind rare legal scenarios and why thoughtful planning matters when the unexpected occurs. Key takeaways: How slayer statutes prevent financial benefit after intentional and felonious killing Why civil standards of proof differ from criminal convictions in estate matters How predeceased treatment redirects inheritances to alternate beneficiaries The role of insanity defenses, trusts, and fiduciaries in inheritance outcomes Why simultaneous death provisions and planning details can reshape asset flow Resources: Listen to Celebrity Estates on Wealth Management Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Sean Weissbart: LinkedIn: Sean Weissbart LinkedIn: Blank Rome Website: Blank Rome About Our Guest: As one of the most regarded millennial estate planners in the country, Sean plays an integral role in the lives of his clients, working together to create legacies that are tax-efficient and responsive to the unique needs of each family. On Sean's practice and style, Chambers USA quotes a client saying that “Sean Weissbart is a very creative estate tax lawyer, and he's always looking to provide a fuller package than just documents. He cares quite a bit about his bedside manner, and it shows.” Another states, “There are three things that stand out about Sean. First is his ability to accommodate clients, second is his passion for the work he does, and third is his empathy.” Clients turn to Sean to handle all aspects of estate planning, the administration of trusts and estates, and the representation of beneficiaries and fiduciaries in contested matters in Surrogate's Court. Sean's extensive experience includes advising international families on the impact of U.S. tax laws on their wealth. In international estate matters, Sean assists non-citizens with domestic assets navigate the complicated rules surrounding the tax-efficient transfer of their wealth and counsels U.S. citizens facing income tax issues related to their beneficial interest in foreign trusts.   Sean also represents clients on matrimonial matters, including the negotiation of prenuptial and postnuptial agreements and trust modifications following divorce. In addition to his law practice, Sean serves as an adjunct professor of law at New York University School of Law, where he teaches Income Taxation of Trusts and Estates, International Estate Planning, and Tax Aspects of Charitable Giving. He is an author of the law school textbook The Income Taxation of Trusts and Estates, a fellow of The American College of Trust and Estate Counsel, and a regular speaker at the nation's most prestigious tax conferences. He gives back to the community through many philanthropic endeavors including his service on the board of the Ment'or BKB Foundation and as event chair of the Trusts and Estates Committee of the UJA Federation of New York, having raised millions of dollars to assist those in need.

In this episode of ASCP Esty Talk, Maggie and Ella are joined by molecular biologist Dr. David Stachura to break down the science behind stem cells in skincare. Dr. David breaks down the differences between mammalian and plant stem cells, growth factors, exosomes, and why understanding these distinctions matters. ASCP Esty Talk with hosts Ella Cressman and Maggie Staszcuk   Produced by Associated Skin Care Professionals (ASCP) for licensed estheticians, ASCP Esty Talk is a weekly podcast, hosted by licensed estheticians, Ella Cressman, ASCP Skin Deep Magazine contributor, and Maggie Staszcuk, ASCP Program Director. We see your passion, innovation, and hard work and are here to support you by providing a platform for networking, advocacy, camaraderie, and education. We aim to inspire you to ask the right questions, find your motivation, and give you the courage to have the professional skin care career you desire.  About Dr. David Stachura Dr. David Stachura has a B.S. in Molecular Biology from Lehigh University and a Ph.D. in Cellular and Molecular Biology from the University of Pennsylvania and performed his postdoctoral studies at the University of California San Diego.  He is a stem cell biology expert and biotechnology executive specializing in regenerative medicine and innovative skincare solutions. As the Chief Scientific Officer (CSO) and Chief Operating Officer (COO) of SpecBio and FACTORFIVE Skincare, Dr. Stachura drives the development of cutting-edge wound healing therapies and cosmetic advancements. Previously directing the Stachura Lab, his breakthrough research in developmental biology, immunology, hematopoiesis, and stem cells has been widely published in peer-reviewed scientific manuscripts. Recognized for securing prestigious competitive NIH grants and advancing translational medicine, Dr. Stachura bridges the gap between complex laboratory science and commercial marketplace applications. Based in Chico California, Dr. David Stachura continues to lead industry advancements in cellular biology, helping biotechnology companies scale their scientific research, product development, and clinical strategy. About Ella Cressman:  Ella Cressman is a licensed esthetician, certified organic formulator, and business owner with more than 20 years of experience in corrective skin care. Known as an "ingredient junkie" and industry cheerleader, she empowers professionals to think beyond products and develop a deeper understanding of skin function and formulation. In addition to her practice, Cressman is the founder of the HHP Collective, a practitioner-led community focused on strengthening clinical reasoning and advancing professional growth within the esthetics industry.   Connect with Ella Cressman:  Website: www.hhpcollective.com  LinkedIn: linkedin.com/in/ella-cressman-62aa46a    About Maggie Staszcuk:  Maggie Staszcuk serves as the Program Director for ASCP and is the cohost of ASCP Esty Talk podcast. With over 18 years' experience in the esthetics industry, her diverse background includes roles in spa management, spa and med-spa services, and esthetics education. Since becoming a licensed esthetician in 2006, she carries a range of certifications in basic and advanced esthetics. Maggie is dedicated to equipping estheticians with the knowledge and resources they need to thrive in their careers.   Connect with Maggie Staszcuk:  P: 800.789.0411 EXT 1636  E: MStaszcuk@ascpskincare.com    About our Sponsors: Massage Envy is a national franchisor and does not independently own or operate any of the Massage Envy franchised locations nationwide. The Massage Envy franchise network, through its franchise locations, is the leading provider of massage services. Founded in 2002, Massage Envy now has approximately 1,100 franchise locations in 49 states that have together delivered more than 200 million massages and skin care services. Website: www.massageenvy.com/careers/career-areas/esthetician  Facebook: @MassageEnvyCareers LinkedIn: @MassageEnvy   GlossGenius Gaps in your schedule. Clients who don't rebook. Tight margins. High payment processing fees. Sound familiar? When you're running your own practice, you don't have time to figure out where you could be making more money. Especially when you're stitching together booking, payments, and a clunky EMR that only makes things harder. That's why we love GlossGenius — the business management platform that does the work for you. It fills your calendar, rebooks clients automatically, upsells high-margin services, and has the lowest flat-rate payment processing fees. Plus, all the HIPAA-compliant tools you need for charting, consents, and client records — without the admin chaos. GlossGenius grows your revenue and handles the busywork, so you can focus on your clients. Use code ESTY at GlossGenius.com for 50% off your first two months of their Gold or Platinum plan. GlossGenius. More Growth. Less Busywork. Visit https://glossgenius.com/ascp for more details.   About Associated Skin Care Professionals (ASCP):    Associated Skin Care Professionals (ASCP) is the nation's largest association for skin care professionals and your ONLY all-inclusive source for professional liability insurance, education, community, and career support. For estheticians at every stage of the journey, ASCP is your essential partner. Get in touch with us today if you have any questions or would like to join and become an ASCP member.  Connect with ASCP:  Website: www.ascpskincare.com  Email: getconnected@ascpskincare.com  Phone: 800-789-0411  Facebook: facebook.com/ASCPskincare  Instagram: @ascpskincare 

AI is already changing therapy. The question is no longer whether clinicians will encounter it, but how the mental health profession responds.Dr. Amy Parks is joined by licensed marriage and family therapist Candice Thompson for a candid conversation about artificial intelligence, psychotherapy, ethics, privacy, informed consent, and the development of clinical judgment.Candice shares why therapists can't simply put their heads in the sand when it comes to AI—even if they personally choose not to use it. Clients are already turning to AI for emotional support and advice, while clinicians are increasingly encountering AI through documentation, treatment planning, EHRs, education, and other areas of practice.Amy and Candice explore what happens when clinicians can get an immediate answer from AI before they've had to think through a difficult clinical question themselves. Could technology make someone appear more competent before they've actually developed competence? What happens to client information when AI tools are introduced into clinical care? And are we adequately discussing recording, data use, and AI with the people we serve?They also tackle the larger question underneath all of this: What can human therapists provide that AI cannot?As technology continues to evolve, Candice argues that clinicians shouldn't abandon what psychotherapy does best—the relationship, judgment, timing, critical thinking, and human connection at the heart of meaningful therapeutic work.Learn more about Candice Thompson:candicecandelaria.comClinical Supervision Directory:www.clinicalsupervisiondirectory.com

Stephen Grootes speaks to Patrick Dlamini, CEO of the Public Investment Corporation about the PIC’s 2025/26 performance, with assets under management rising 20% to R3.657 trillion despite R172 billion in net client outflows. The PIC’s net profit also increased 70% to R869 million, while its major client portfolios delivered strong returns against their CPI+ targets. In other interviews, Graham Lee, CEO of Capitec talks about the bank’s strong first-half performance, with headline earnings rising 19% to R9.5 billion and return on equity at 31%. Growth was broad-based across Personal Banking, Business Banking, Fintech and Insurance, while active clients increased to 26.6 million and fully banked clients rose 11% to 10.4 million. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The #1 source of income for CRE brokers is the phone call. The #2 source — and the one most brokers almost entirely ignore — is inactive clients. In this live workshop session, Rod Santomassimo breaks down why "past clients" don't exist, how commission leakage silently bleeds your income every year, and the simple three-question system that re-activates dormant relationships. During the recording, participants made live calls — and deals were uncovered in real time.

A referral used to be enough.Someone mentioned your name. The prospect called. The relationship started.That is not how most buying decisions happen anymore.Today, a prospective client may hear about your firm from a trusted friend, business owner, attorney, or financial advisor—and then immediately research you online before ever making contact. They visit your website. They read about your team. They compare firms. Increasingly, they may even ask ChatGPT, Gemini, Claude, or another AI assistant whether your firm is a good fit.And if your website does not clearly communicate who you help, why you understand them, and what working with you actually looks like, a referral you already earned can quietly disappear.In this episode of The Growth Minded Accountant, Lee Reams and Rebekah Barton, Chief Visibility Officer at CountingWorks PRO, break down three website pages that many tax and accounting firms overlook:Who We Help. Your Bio. How We Work.Each page answers a different question running through a prospect's mind:Do you understand someone like me?Can I trust the person I'm going to work with?What happens if I say yes?Lee and Rebekah explain how firms can use these pages to turn expertise into visible evidence, reinforce referrals, reduce uncertainty, create stronger positioning, and give both prospects and AI systems a much clearer understanding of who the firm is built to serve.Because most firms do not have an expertise problem.They have a visibility problem.In This Episode, You'll Learn:Why a referral is increasingly the beginning of the buying process rather than the endThe three website pages many tax and accounting firms are missingWhy a Who We Help page can be more persuasive than another generic list of servicesHow to describe clients using their actual problems instead of accounting terminologyWhy positioning does not have to be limited to an industry nicheHow a stronger professional bio creates trust before the first conversationWhy credentials alone rarely make a memorable bioHow personal experience and professional expertise can work together without oversharingWhy every important client-facing professional should have a meaningful bioWhat a How We Work page should tell prospective clientsHow explaining your process can reduce uncertainty and make it easier for prospects to say yesWhy websites should demonstrate expertise instead of simply claiming itHow connected pages, stories, examples, FAQs, and content create stronger evidence for prospects and AI systemsWhy clearer positioning may improve your chances of being understood and recommended in AI-assisted searchAnd then I would make the Future-Ready Firm Blueprint the primary conversion link immediately after those resources rather than burying a generic demo CTA:Get Your Future-Ready Firm Blueprint

#134: Not all marketing ideas work for every Podcast Editor.That's why we are sharing 10 Ways to Get Leads and Land Clients.Use the chapters to hop to the one that most interests you - and feel free to send me any others we didn't share in this episode.Resources mentioned in the show:FREE DOWNLOAD: https://www.PodcastEditorAcademy.com/10waysKim Parkinson https://kpcreativemedia.comBertena Varney https://www.bertena.org/enEpisode: Why Aren't You Podcasting? https://podcasteditorsmastermind.com/119Episode: Podcast to Inbox (aka: Newsletters) https://podcasteditorsmastermind.com/106International Podcast Day https://internationalpodcastday.comThe Podcast Editor AcademyGet access to Steve Stewart's 35+ years of small business experience and decade of learning inside the Podcast Editor Academy - PLUS: Weekly Challenges via email, Windshield University with our Private Podcast, and Office HoursThis podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

You've got decades of experience, a coaching offer you believe in, and a real desire to help. So you hand people everything at once: the full program, the 50-page workbook, the whole planet. And they don't come closer. They back away.This is Part 3 of the "I Know a Guy" series. Adam and Jess already built the Sun, which is the tension you solve over and over, and the Planet, which is the one offer built around it. Now they're adding the Moons: the small, attractive pieces that orbit your offer and pull the right people toward it. In plain terms, lead magnets.Adam brings the food court. Anyone who walked through a mall in the 80s remembers the person holding out one piece of orange chicken on a toothpick. You didn't get the whole plate. You got one bite, it was good, and you went and bought lunch. He also points to Sam Gaudet on Instagram as an example of giving simple, specific value with no strings attached. Jess brings the build: what a lead magnet actually is, why it should deliver a win in under 30 minutes, and why half of what she gives away is a Google Doc. She's grown her own email list almost to the size of ILC's in six months, mostly through lead magnets. She's not bragging; it's what happened, and it shows how easy the trade is when the value is obvious.What you'll learn:What a lead magnet actually is: a small solution to a micro problem, exchanged for an email addressWhy a quick win in under 30 minutes builds more trust than a 56-page workbookHow to lower the friction (and why "book a call" or a ten-field form kills the trade)Why the gift is a microtransaction, not a sales pitch, and why that still builds a relationshipThe long play Sam Gaudet and Caleb Ralston run, and why most coaches need a shorter oneHow to build lead magnets from content you already have, like ILC's Maslow's Mountain seriesWhy you can have several moons for different rooms, all pointing back to one offerThe Big Idea: Experienced coaches struggle with this more than anyone. They either want to give it all away or keep it all locked up until someone pays. Neither works. People don't want proof of how valuable you are. They want a payoff on a problem they already know they have. Give away one piece of your best stuff, small enough to finish and good enough to trust, and the bigger conversation gets much easier.Notable Quote: "You have to let go of some of your highest and best things, and those become the attractors, the moons that orbit the planet." — Jess WebberResources Mentioned:Lead Magnets Made Simple (Jess's class recording, built to help you launch a lead magnet in under an hour): https://jesswebber.com/leadmagnetsBig Ideas Made Simple Ep. 34, "They Don't Need All of It, They Need the Best of It" (Jess's episode from the same week on simplifying what you teach): https://jesswebber.com/bigideasmadesimple/simplify-what-you-teachJess's inbox organization lead magnet, as an example of a low-friction opt-in: inbox.bigideasmadesimple.comMaslow's Mountain series and workbook, as an example of a lead magnet built from existing podcast content: ilovecoachingco.com/maslowILC's "Find Your Path" / "Start Here" lead magnets: ilovecoachingco.comSam Gaudet on Instagram (Adam's example of simple, value-first lead magnets)Caleb Ralston and Ralston Select (Jess's example of the long audience-building play)Ep. 192, "I Know a Guy, Pt. 1: Find Your Coaching Gravity"Ep. 193, "I Know a Guy, Pt. 2: Find Your One Planet"Instagram: @ilovecoachingco / @adamrroach / @thejesswebberYouTube: youtube.com/@ilovecoachingcoTimestamps: [00:00] Intro: Star Wars, Star Trek, and the Moons [00:51] Recap: the Sun, the Planet, and why the whole offer overwhelms [01:44] Gravity, tractor beams, and pulling people into your world [03:45] What a lead magnet actually is [05:20] Adam's mall food court: orange chicken on a toothpick [07:13] Sam Gaudet and value with no strings attached [08:25] The long play: Sam Gaudet and Caleb Ralston [09:43] It's a microtransaction, not a sales pitch [10:30] The under-30-minute win (and why 56 pages misses it) [11:00] Jess's inbox lead magnet and the easy-to-remember URL [12:33] Lower the friction: the form fields nobody needs [14:19] Build from what you already have: Maslow's Mountain [15:10] Google Docs count, and how Jess grew her list in six months [16:20] Big thinkers give away too much, or nothing at all [17:11] People want a payoff, not proof of your value [18:20] The toothpick vs. the whole plate [20:18] Multiple moons for different rooms, one offer [21:50] Where to go nextJoin the Community: If you've been giving away the whole planet and wondering why nobody's orbiting, start with the simple stuff. Head to ilovecoachingco.com and click Find Your Path to see ILC's own moons in action, and find the live events where Adam and Jess help you build yours.

Sept. 30, 2026 When Northpoint Asset Management lost 1,500 doors overnight in a major institutional consolidation, CEO Dan French had to rebuild fast. In this episode, Dan joins host Pete Neubig to unpack what really happened when a large capital partner consolidated its portfolio onto a single property manager, the SFR churn rates operators rarely admit to publicly, and how a deliberate client-pruning strategy turned a painful loss into a leaner, more resilient business. Dan shares the leadership mindset that carried his team through the disruption, the "owner concierge desk" system Northpoint built to catch problematic clients early, and how the crisis accelerated a pivot into small multifamily and build-to-rent management, plus a referral opportunity for SFR managers who don't serve that market themselves.

How do you explain everything that could go wrong with a root canal — without the patient walking out?Why does a signed consent form protect you far less than you think?What should you say in the exact moment after you tell a patient the fee?And which single word is quietly sabotaging every future conversation you have about maintenance?This is Part 2 of our communication masterclass with Dr Zak Kara, principal dentist at Smile Stories in Bournemouth, who coaches and mentors dentists on exactly these conversations. We tackle two questions sent in by the community: how to explain risks without discouraging patients from treatment, and how to present fees — including future maintenance and complications — clearly and confidently. Expect two live role-plays (a molar root canal and a lower wisdom tooth), a respectful disagreement about whether to call people patients or clients, and the fee-presentation sequence I wish I'd had years ago, when I hated every part of talking about money.Protrusive Dental Pearl: Could They Retell It at Home?Measure a consultation by one question: was I understood? Not conversion, not uptake — understanding. The ethical approach tends to deliver the conversion anyway.The practical test: when the patient gets home and someone asks “How was the dentist today?”, can they summarise in a few sentences exactly what the appointment was about and what they need to do next? If not, the explanation isn't finished — however thorough it felt from your side of the chair. That clarity is a skill, and it gets built deliberately.What You'll Take From This EpisodeSix moves for explaining risk — how to make every risk proportionate, personal and paired with your plan to reduce it.A root canal consent, live — plain-English wording, an honest success rate, and the analogy that makes recovery make sense.Common vs rare risks — when a risk deserves a sentence and when it deserves a diagram.The fee presentation sequence — seven steps from the reason to the objection, and why the pause matters most.Words to ban — why fees beat prices and costs, and what to say instead of “permanent.”Maintenance without the awkwardness — setting shared responsibility up front so “redo it for free” never comes up.Highlights of This Episode00:00     TEASER00:48     How to Explain Risks and Fees to Dental Patients04:10     The Biggest Lever in Dental Communication06:53     How to Attract the Right Patients to Your Chair14:29     What Makes a Super Associate?19:58     How to Explain Treatment Risks Without Scaring Patients26:22     Root Canal Consent: A Live Role-Play33:59     Using Analogies to Explain Occlusion and TMD Risk36:08     Wisdom Tooth Consent: Common vs Rare Risks41:07     Why Consent Is a Process, Not a Signature45:45     Midroll51:34     Patients or Clients? What to Call the People You Treat55:12     How to Present Dental Fees With Confidence59:08     A Simple Framework for Presenting Fees1:12:05   When to Discuss Treatment Alternatives1:14:45   Why You Should Never Say "Permanent Crown"1:20:15   A Communication Course for Dentists1:20:51   OUTROFrom the GuestDr Zak Kara is principal dentist at Smile Stories in Bournemouth, and coaches and mentors dentists and their teams in communication. His communication course, developed with Protrusive, teaches from real consultation videos — filmed with patients' permission — broken down play by play: what he said, why, and why he paused where he did.Pre-order the communication course here:

Send us Fan MailWhat do you do when a client wants to buy a home but doesn't quite fit the traditional financing box?In this episode, we talk about how agents can become better problem-solvers by focusing less on predicting where interest rates or home prices are headed and more on finding solutions that may help clients move forward. We explore strategies including gift funds, retirement funds, seller credits, rate buydowns, investment property strategies, and self-directed IRAs.The bigger lesson is about expanding your agent toolbox: ask better questions, don't make assumptions about what a client can or cannot do, and connect them with the right lending and financial professionals to explore their options.Instead of asking, “Where is the market going?” ask, “What can my client do, and what resources might they have access to?”That shift can lead to better conversations—and potentially help more people find their path to homeownership.Disclaimer: The information shared in this podcast is for general educational and informational purposes only and is based primarily on California laws, programs, and real estate practices. Laws, regulations, lending guidelines, tax rules, and program requirements vary by state and individual circumstances and may change over time. Please consult with the appropriate licensed professionals—including a real estate professional, lender, tax advisor, attorney, or financial advisor—to determine what applies to your specific situation. This content is not intended to provide legal, tax, financial, or lending advice, nor does it guarantee eligibility or approval for any particular program or strategy.Watch the full meeting and access slides here. Support the show

Some doors close so that others can open: when Katie didn't get accepted into the original Master's Education in Counselling program she wanted, it was disappointing.  However, she ended up following another piece of her passion, and got her Master's in Teaching and Education. Then, once she had graduated, she pursued her second Master's in Counselling Psychology, achieving the degree she was initially looking for!    Today, Katie runs her fully booked private practice where she combines her passion for education and psychology into one. Join us today as we discuss how she opened her practice, strategically marketed it with networking to become full, and built community to support her goals. MEET KATIE Katie is a Registered Provisional Psychologist in Calgary with a "just do it" attitude. She launched her private practice in November 2025 and has a bustling practice focusing on ADHD, Anxiety, OCD, and perinatal care. She is also the co-host of the Happiness of the Commons Podcast. Learn more about Katie on her private practice website, Psychology Today, Instagram accounts, and podcast.  In this episode:  Why Katie decided to start a private practice  Registering as a Psychologist  Completing two Master's degrees: Teaching and Psychology  Marketing the practice Why Jane App makes private practice easier Why Katie decided to start a private practice  While Katie loved working at a group practice initially for her provisional hours, once she was qualified and certified, she wanted to open her own Canadian private practice.  Ultimately, for Katie, opening her own private practice meant two things: bringing more income home and having more freedom in her schedule.  Registering as a Psychologist  In Alberta, you can register as a psychologist with only a Master's degree: you go through a provisional period, which includes 1600 hours working under supervision with a registered psychologist.  Once Katie's hours are completed, she won't have to pay for supervision any longer. She also has her Master's in Education, so Katie explains that she'd like to teach.  Completing two Master's degrees: Teaching and Psychology Katie has always had a passion for psychology, so she completed her undergraduate degree in psychology. While studying, she worked in student affairs for some time, which included leadership, mentorship, and event planning, and it was something she really loved.  Initially, Katie applied to complete her Master's of Education in Counselling. Unfortunately, she wasn't accepted into that course, but she was accepted into a Master's of Education in Teaching and Learning because, at that time, she was working in higher education. However, later on she was accepted to complete her Master's in Counselling Psychology.  It was back-to-back Master's degrees, and Katie took six months off of school afterwards!  Marketing the practice Now, Katie's practice is full, and her biggest and most successful marketing strategy has been networking.  Katie puts a lot of effort into networking with therapists adjacent to her practice, because she knows that when the relationship is strong and solid, people trust and depend on each other, and can easily send referrals between practices. Why Jane App makes private practice easier  Katie lists plenty of the reasons why she enjoys using Jane App in her private practice and encourages listeners to do the same:  Clients can book sessions online directly, including a series of appointments a few weeks in advance  Clients can also book many sessions in advance and can cancel one if they need to at least 24 hours before the session is due to begin  Billing is incredibly easy  Taxes are easy to manage  All data is centralized in one spot  Katie's advice to listeners  Private practice is not impossible. There are challenges, but it can be done. Don't underestimate it, but you don't need to overestimate it either: with a good mentor or membership community, you can definitely open your own practice!  Connect with me: Instagram Website  Resources mentioned and useful links: Sandra Karlin: From Tech to Therapist in Private Practice | EP 201 Learn more about the tools and deals that I love and use for my Canadian private practice Sign up for my free e-course on How to Start an Online Canadian Private Practice Jane App (use code FEARLESS2MO for two months free) Get started with Hushmail here and get one month for free! Learn more about Katie on her collective practice website, private practice website, Psychology Today, Instagram account, and podcast Rate, review, and subscribe to this podcast on Apple Podcasts, Spotify, Amazon, and TuneIn

Most lawyers know relationships lead to referrals. The challenge is keeping those relationships alive when everything else gets busy. In this episode of the Lawyerist Podcast, Stephanie Everett talks with Jay Ruane about analog marketing and the simple systems that make staying connected part of running a firm.  Jay explains why offline marketing often falls apart after the first month and how a repeatable approach can help lawyers follow through. They explore using AI to identify forgotten connections in your inbox, making time for short coffee meetings, and becoming the person others trust to make a useful introduction.  The conversation also covers networking as an introvert, asking about someone else's ideal client, and choosing thoughtful gifts that people actually want to keep. Jay shares why his firm sends clients blankets without its logo and why a manageable network of 50 referral partners can support a successful practice.  If your marketing plan depends on remembering to reach out when things slow down, this episode offers a more practical way to build relationships, generate referrals, and keep showing up.    Listen to the previous episodes of our Referral Marketing, Relationship Building & Law Firm Growth.  #636: Why Past Clients May Be Your Law Firm's Best Growth Strategy, with EJ Stern & Katherine Wilson Apple | Spotify | LTN  #608: Business Development for Lawyers: Building Real Relationships That Lead to Clients, with Megan Senese Apple | Spotify | LTN  #606: Breaking the Copycat Cycle: Building a Law Firm with Personality, with Patrick Patino Apple | Spotify | LTN  #515: Simple Marketing Hacks Lawyers Swear By, with Gyi Tsakalakis Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Subscribe to Lawyerist Podcast: https://play.megaphone.fm/xrm0mqp4tqwi0ozntiu41g Chapters / Timestamps  00:00 – Introduction  00:59 – Stephanie's Blog and the Lawyerist Community  03:02 – Meet Jay Ruane  03:57 – Why Relationship Marketing Needs a System  07:17 – Keeping Your Systems Simple  08:46 – Why Analog Marketing Still Works  11:01 – Using AI to Rediscover Referral Connections  12:07 – Building a Network by Connecting Others  14:13 – Networking as an Introvert  17:19 – Preparing for Better Conversations  19:31 – Talking Business Without Forcing a Pitch  20:32 – Asking for Introductions  21:43 – Moving Beyond a Scarcity Mindset  22:41 – Thoughtful Gifts vs. Branded Merchandise  26:16 – Conference Giveaways People Actually Want  27:11 – Making a Book a Personal Gift  28:31 – Building a Repeatable Marketing Routine  29:49 – Why 50 Referral Partners Can Be Enough  30:46 – Closing Thoughts 

How long does credit repair take? It's the question that sinks more deals than price, and most credit repair businesses get the answer wrong. Daniel Rosen busts the 30-day myth and shares the exact words to tell clients who ask.Join Our FREE Start Repairing Credit Challenge: HERE"Credit repair takes 30 days" might be the most expensive myth in this industry. It sounds harmless, and there's even a grain of truth buried in it. But the second you repeat it to a client, the countdown starts, and it's running against you.Every client who walks through your door has a date they're chasing, whether it's a closing or a lender waiting on a higher credit score. So when they ask how long credit repair takes, that question is really coming from fear. Give them the wrong number and you break something they were counting on, and under CROA, promising results you can't back up can turn into a violation.In this episode, Daniel breaks down where that 30-day number really comes from in the Fair Credit Reporting Act and why real credit repair actually runs in months. He shares the exact language to use when a client asks for a timeline, plus what to say when they push back with what another company promised. Get this conversation right and you'll keep clients longer and stop losing deals to a number you never controlled.Tune in! P.S. Join the #1 event to grow your credit repair business: http://creditrepairexpo.com/ Key Takeaways:00:00 Intro01:26 Why the 30-Day Promise Costs You Clients03:06 Who Is Actually Sitting in Front of You04:28 Ask When Before You Answer How Long05:18 Where the 30 Days Actually Comes From07:06 Why One Round Is Never the Job07:56 The Promise That Starts a Countdown Against You08:00 Sell the Milestones. Here Are the Exact Words10:34 What to Say When They Push Back12:12 You Are Selling Certainty13:04 Final ThoughtsAdditional Resources:Get a free trial to Credit Repair CloudGet my free credit repair training The Top 5 Scams in Credit RepairMake sure to subscribe so you stay up to date with our latest episodes.

#341 Today's show is like no other. I sat down with my longtime client and friend Morris Tuchman, who has trained with me for over 25 years. To say Morris has influenced me would be an understatement. In Part 1, we talk about how we met when I was a young, inexperienced trainer, what helped Morris stay consistent for decades, and how he approaches health and aging with both realism and grace. We also get into what makes a successful life, and why family deserves more than whatever time is left over after work. In this episode How Morris and I began working together more than 25 years ago Why flexibility and commitment helped our training relationship last What has kept Morris consistent with exercise for decades How to adapt workouts to your current abilities without giving up Morris' perspective on his stroke, heart attack, and recovery Why people often take their health for granted when they're young How to make room for family instead of letting work define your life Why it matters to stop and ask yourself what you really want Morris' closing advice on appreciating the good in your life

Liz almost didn't share her story. She doubted she had anything valuable to say — even though she'd built a six-figure career from scratch, pivoted industries with zero experience, and completely rebuilt her relationship with herself along the way. In this episode, Liz opens up about the inner journey that changed everything — and how that same self-belief became the foundation for her personal brand, her first viral series, and her first paying client online. We get into: – Why she spent years thinking her story wasn't "proof" enough to share – The mindset shift that took her from consuming endless self-development content to actually creating her own – How her "Unfair Advantage" series went viral — and revealed a real gap in the market for women like her – Going from ~800 to over 3,000 followers in about two months – How she made her first money online without feeling salesy — a week and a half after our Paid-Before-Perfect training – Why community and accountability were the real difference-makers (not just strategy) – "Self-love is the portal" — the philosophy that anchors how she shows up now, even on the hard days Whether you're sitting on a story you're scared to tell, or you know you're meant for more but doubt you have anything valuable to offer — this one's for you. Connect with Liz:

Finance and management teams play an important role in helping audit committees stay informed, focused, and prepared in a fast-changing business environment. We discuss how management can better support audit committee oversight through timely information, thoughtful scenario analysis, effective pre-read materials, and more forward-looking discussions—including as boards consider evolving areas such as AI, cybersecurity, geopolitical uncertainty, and regulatory change.Key topics and timestamps2:54 — Audit committee priorities5:15 — Scenario planning and analysis 7:01 — Effective pre-reads and meeting materials 10:10 — AI oversight and governance 13:15 — Key risks on the agenda 17:48 — Board priorities for what's aheadAdditional ResourcesFor more on supporting effective audit committee oversight, check out these PwC publications:Board oversight of AI transformationOverseeing the external auditorsFinancial reporting oversightFor more conversations like this one, join our Quarterly accounting webcast. Each quarter we bring together PwC specialists and prominent external guests to share diverse perspectives on the latest developments in accounting and reporting, along with timely insights to help you prepare for the reporting cycle ahead.Additionally, follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay informed.About our guestLaura Hay serves on the boards of MetLife [NYSE: MET], Everest Group [NYSE: EG], and Hippo Holdings [NYSE: HIPO]. She chairs the audit committee of MetLife and contributes to Audit, Risk & Finance, and Nominating & Governance Committees. She previously served on the board of KPMG US, chairing its Compensation/Pension and Nominating Committees and contributing to Risk and Audit/Finance.About our guest hostKathy Nieland is a partner in PwC's Governance Insights Center, where she leads governance practices for directors serving on audit committees. She has over 30 years of experience in providing assurance and advisory services to PwC clients. Her current roles also include oversight of PwC's largest global industrial and services audit clients. Client service experience includes serving Global SEC registrants in the chemicals, manufacturing, engineering and construction, energy services, clean technology, metals, retail, and services industries.  TranscriptsTranscripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.

Thanks to Our Tique Talks Sponsors:Smeuse Studio - Strategic branding and website design for travel advisorsTravel Collection - Connect and learn more about TC's DMCsWhen Mer Bleue started growing, founder Dianna Hetzel thought she had everything under control. However, the client inquiries multiplied, her workdays stretched to 15 hours, and costly mistakes began affecting the experience she had built her business around. Dianna joins this episode to talk about the changes that helped her get her time back. She shares how she decided which parts of the business needed her attention, why her first hire was a bigger step than she had planned, and how giving team members ownership of outcomes made delegation work. If your inbox runs your day and you keep telling yourself you can take on just one more trip, this conversation will help you see where support could make a difference!About Dianna Hetzel:Dianna founded Mer Bleue, a luxury travel design studio, with no client list, industry contacts, or sales background. Drawing on 15 years in education and a love of connecting with people, she grew it into a small team creating highly personalized trips. Client relationships remain her favorite part of the job—though finding the perfect hotel comes close.merbleuetravel.cominstagram.com/merbleuetravelToday we will cover:(04:00) The warning signs that growth is stretching you too thin(11:00) How Dianna chose her first hire(17:30) Delegating outcomes instead of individual tasks(24:30) Keeping the client relationship while handing off the details(35:00) Planning time for work that moves the business forwardResources Mention In This Episode:Buy Back Your Time by Dan MartellThe ClickUp Business HubNICHE is Tique's membership community for travel advisors who want support refining their business, strengthening their positioning, and learning alongside other advisors who are serious about growth. Dianna is a member himself, and many of the strategies discussed in this episode are the kinds of conversations happening inside the community. Learn More and Pick Your Membership Tier → NICHE COMMUNITYFOLLOW ALONG ON INSTAGRAM @TiqueHQ

Explore what stood out at Future Proof 2026, from advisor skepticism about AI's real client value, to the rising case for fixed income and real assets, and why human connection remains the edge no algorithm can replicate, with VanEck's Ed Lopez. 00:00 Introduction to Future Proof Conference 02:46 AI's Impact on Financial Advisory 06:01 The Human Element in Financial Advisory 08:54 Fixed Income and Real Assets

Episode 461: Birth Prep for Physios - What to Ask Your Prenatal ClientsIn today's episode, Anita is talking to physiotherapists who work with pregnant clients, or want to, and are ready to make their assessments more efficient and confident by asking the right questions from day one. Starting the birth prep conversation early, right from that very first session, sets you up with huge insight into how to support your client's birth prep, wherever they are in their pregnancy._________________________________________________________________________________________________________________If you liked this episode of To Birth and Beyond, tell your friends! Find us on iTunes and Spotify to rate/review/subscribe to the show.Want more? Visit www.ToBirthAndBeyond.com, join our Facebook group (To Birth and Beyond Podcast), and follow us on Instagram @tobirthandbeyondpodcast! Thanks for listening and joining the conversation!_________________________________________________________________________________________________________________Resources and ReferencesAnita's 1:1 virtual mentorship for physiotherapistsLabour and Birth Preparation for Clinical Practice — Live Online Course co-taught by AnitaClinic Birth Prep Resource Package for Physiotherapists to use with ClientsShow Notes 00:00 - Anita introduces us to today's topic!02:13 - Questions to ask if your client has given birth before (birth history)04:55 - Questions to ask everyone exploring their awareness around birth, and where they are in their birth prep journey, this time (birth prep)08:37 - Questions to ask about birth preferences (birth preferences)12:50 - Clearly explain your own role in the birth prep of your clients, and all the things you can do if they choose14:27 - Share physical and mental prep around the client birthing goals17:10 - Birthing partner preparation!18:54 - Where does all of this fit in the overall assessment?19:39 - Anita summarizes and wraps up the episode (with a couple of offers)

Content Note: This episode contains discussion of childhood trauma and references to emotional, physical, sexual, and spiritual abuse, including SRA. Specific graphic details are not discussed. Please use discretion when deciding when and where to listen. This is The Energy to Heal, your resource for all things Splankna, the faith-based inner healing modality that will help you achieve emotional freedom. In this episode, Laura Milliken sits down with a longtime client who is sharing her story anonymously—a story marked by profound trauma, years of searching for answers, and ultimately, a testimony centered on the faithfulness of Jesus. For many years, today's guest knew there were parts of her story that continued to affect her, even after spending significant time in counseling and trying to understand her past. Her history included childhood emotional, physical, sexual, and spiritual abuse, including experiences she identifies as SRA. When she was first introduced to Splankna, she was skeptical. But over time, working through her story in a way that incorporated her faith, emotions, body, and past experiences became an important part of her personal journey toward greater freedom. In this deeply personal conversation, Laura and her guest talk less about the details of what happened to her and more about what Jesus has done in her life since. This is not an episode about giving darkness center stage. It's a story about what can happen when someone who has lived through tremendous pain begins to experience safety, connection, hope, and freedom—and discovers that her past does not get the final word. In this episode: What it can feel like to know something from your past is still affecting you without fully understanding why Her early experiences with counseling and why she continued searching for additional support Why she was initially skeptical of Splankna What helped her eventually feel safe enough to engage with deeper parts of her story The complexity of processing childhood trauma after many years Throughout this conversation, Laura's guest shares her own personal experience. Her story is not intended to suggest that every person with a trauma history will have the same experience or outcome. Above all, this episode is a testimony of redemption. Trauma may be part of her story. It is not the end of her story.

Most estate planning conversations start with who gets what. For childfree adults, a harder question comes first: who makes decisions for you when you can't make them yourself? In Part 2 of her conversation with Scott Barnes, CFP®, CLTC, Director of Financial Planning at Childfree Wealth, host Kirsten Howe moves from financial planning to the documents themselves — and to the people named inside them. Scott and Kirsten dive in where many childfree clients start: pets, and why a line in a will leaving an animal and $10,000 to a friend doesn't do what people assume it does. From there, they get into the fiduciary gap — siblings who are the same age as you are, nieces and nephews who may also be beneficiaries, and the reality that naming someone isn't the same as that person being able and willing to do the work. Scott also walks through Childfree Trust, the sister company to Childfree Wealth, which provides medical power of attorney services in all 50 states and D.C., and the care documents that tell a fiduciary which hospital you'd prefer, who your veterinarian is, and who walks the dog. Time-stamped Show Notes: 0:00  Introduction 0:40  Who Scott's clients are: adults who, by choice or by circumstance, will not be having children — and why that changes the estate plan. 1:20  Pets first. Clients with children assume a son or daughter will take the animals; childfree clients have no built-in pet sitter. 2:05  Scott: for a lot of childfree clients, the pets are the reason they do their estate planning at all. 2:50  Why leaving a pet and $10,000 to a friend in a will doesn't protect the animal — the money becomes that person's outright. 3:35  Nothing in a will stops that person from keeping the money and surrendering the pet to a shelter. 4:15  Scott's fix is a pet trust: a trust is about control, and control is what turns your intention into a guarantee. 5:00  Childfree clients often don't have obvious beneficiaries either — listen in as Kirsten weighs in on who struggles most with that list. 5:45  The question Scott hears more often than "who inherits" is: who will make decisions for me when I can't? 6:25  Why Scott pushes the medical and financial powers of attorney ahead of the will and the trust — incapacity is what actually happens to clients. 7:10  Childfree Trust, the sister company to Childfree Wealth, was built for people who have no one to name. 7:55  It operates in all 50 states and D.C., and it will serve as a client's medical power of attorney. 8:40  Most trust companies handle everything else but decline the medical POA role. 9:20  The exceptions: California's licensed professional fiduciaries, Arizona's fiduciary program, and a similar option in Washington. 10:00  Trust companies often won't take on the financial or legal power of attorney either. 10:40  Most people named in these roles don't actually know what the job requires of them. 11:20  The niece or nephew you name as your agent may also be your beneficiary — two interests that can pull in different directions. 12:00  Unless someone files a complaint, there is no practical way to enforce an agent's duty. 12:40  What a professional, objective fiduciary adds: your explicit written directions, followed. 13:20  Scott's caveat — naming a child isn't a guarantee either, because abuse of these powers happens in families too. 14:00  The blind spot in naming a sibling or a close friend: they're your contemporaries. 14:40  They won't be much help when you're 85 in a hospital bed, and Kirsten's suggestion to make a few young friends. 15:25  Naming someone isn't enough. They have to be willing to step up and get to work. 16:05  Scott served as financial power of attorney for his parents and grandparents, and deliberately declined the medical role. 16:50  Have the conversation while you can, so the person you named knows your wishes before the emergency. 17:30  What Childfree Trust clients receive: a will, medical and financial powers of attorney, and a revocable living trust. 18:10  Care documents: resuscitation preferences, a preferred CCRC or assisted living community, and which hospital to be moved to. 18:55  The pet section of the care documents — veterinarian, boarding, dog walker, cat sitter. 19:35  If a client never fills them out, the trust company hires care managers in the client's local community instead. 20:10  Why so many parents in their 70s and 80s keep their plans close to the vest, and what that costs the family in an emergency. 20:50  Knowing what the job involves makes it easier to accept, and why pre-planning a funeral is a gift to whoever survives you. 21:30  In the works, around the beginning of the year: the same service for people who do have adult children, including estranged ones. 22:10  Where to find Childfree Wealth, Childfree Trust, and Childfree Insights. Take the Next Step in Your Estate Planning Journey If this episode resonated with you, we'd love to help you with your own estate planning needs in California. Schedule a complimentary discovery call with our team at Absolute Trust Counsel. During this no-obligation conversation, we'll: Learn about your unique situation and goals Answer questions about our services Determine if we're the right fit to work together Visit https://absolutetrustcounsel.com/scheduling/ or call 925-943-2740 to schedule your free discovery call today. 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 couple second and it helps spread the word about the podcast. Episode Credits: The Absolute Trust Talk podcast is brought to you with the help of Q2Mark, led by Chief Marketing Officer Susie Hays. Since 2016, Q2Mark has partnered with Absolute Trust Counsel on all marketing communications—from brand development and website design to this podcast series with over 192 episodes, social media management, video production, and more. If you're business owner looking for comprehensive marketing support, visit Q2Mark.com.

Kristina Svirskaite built her photography business from $150 sessions to an average of about $1,800 per client, all while keeping a full-time corporate career, raising three children, and working without a permanent studio. She joins Nikki Closser to explain how she made part-time photography fit the life she actually wants. Kristina shares what happened when the referrals that had sustained her business slowed down, why she returned to SEO and Google, and how clear website copy and transparent pricing helped attract clients who were already prepared for her rates. The conversation also gets practical about session fees and collections, selling albums and wall art in clients' homes, combining lifestyle and posed newborn work, creating relaxed family sessions, and building a proven pricing structure around limited time. In this conversation: Growing from $150 sessions to an approximately $1,800 client average Balancing a corporate career, three children, and four to eight sessions per month Rebuilding demand through photography SEO, Google, and consistent marketing Showing pricing online and attracting clients who understand the investment Selling albums, wall art, and acrylics without maintaining a studio Build your photography business with PortraitSystem.com. Use code PODCAST7 for your first month for $7. Chapters 00:00 Part-time photography is a real business 01:13 From $150 sessions to a $1,800 client average 02:32 Natural family and newborn photography without a studio 05:34 Balancing a corporate job and four to eight monthly sessions 07:40 Starting a photography business after becoming a mom 10:45 Why referrals slowed and consistent marketing matters 13:54 Photography website SEO and Google leads 15:30 Showing pricing before clients inquire 21:44 Collections, products, and a $1,800 average sale 29:18 Instagram strategy for attracting paying clients 33:40 Creating relaxed family and newborn sessions 42:55 Building a proven pricing model around real life

➢ DM “ BODY RECOMP” To @fithealthyhappypodcast on IG➢ Enter our giveaway by following - https://www.instagram.com/fithealthyhappypodcast/Welcome to Motivation Monday, where every Monday we answer all of your questions and have some real talks about life & fitness & get you fired up for the week! In this episode we talk about how to navigate peer pressure in social situations, what the best peptides are and tips to be on your phone less.Question 1- How do you navigate peer pressure in social situations? I have a hard time ordering healthy and being healthy around my friends?Kyle quote: Girl Math:“If it makes you stronger & feel better, an investment, not an expense.”Josh quote: “I stopped asking for a seat at the table when I realized i was built to own the room.”What has us excited or intrigued:Client shoutout: Elvia Question 2- What are your opinions on peptides, do you take them and in your coaching opinion, which ones are the best?Question 3- Any tips to be on your phone less? it's taking away from my workouts and I feel my screen time is getting really high.Thanks for listening! We genuinely appreciate every single one of you listening.Email me/ submit a mailbox Monday question contact@colossusfitness.com➢Follow us on instagram @colossusfit➢Apply to get your Polished Physique: https://colossusfitness.com/