Podcasts about clients

319: Lead Management and Client Experience Systems that Boost Profitability Joining me today is Porsche Williams, Founder and CEO of The Prototype, a business operations and client experience firm exclusively for designers. Porsche is passionate about helping design businesses streamline growth by refining their processes and elevating the client journey.   In today's episode, we're diving into client experience and lead qualification—two critical areas that can make or break your profitability. Porsche shares where the hidden profit leaks happen before projects even begin and how you can tighten your systems to create a more efficient, profitable business. Topics Mentioned: Communication Efficiency Business Operations Key Thoughts:  Three key patterns in lost leads: lack of follow-up, inconsistent communication, and avoidable mishaps during project execution. Consistent communication with clients builds satisfaction and trust in the design process. If you don't have follow up sequences for leads, focus on this before going after more leads. Focus on quality over quantity with leads. Contact Michele: Email: Team@ScarletThreadConsulting.com Facebook: Scarlet Thread Consulting Instagram: @ScarletThreadATL Website: scarletthreadconsulting.com LinkedIn: Michele-Williams Contact Porsche: Email: porsche@theprototype.net Website: https://www.theprototype.net/ Instagram: https://www.instagram.com/theprototypelifestyle/  https://www.linkedin.com/in/porsche-williams/     References and Resources: Work with Me The Designers' Inner Circle - Become a Member Today    CFO2Go Metrique Solutions

Loved hanging out with Nathan Miller and Mark Danciger of the Nott Brothers - talking about what it really takes to make it as a director. We get into how they approach the business side of directing, how they work with clients and agencies, and why being clear and collaborative makes the whole process better.We also talk about how their style has evolved, what they've learned along the way, and how they keep things creative without losing sight of the job. If you're into directing, commercials, or just hearing how great creative partnerships really work, this one's for you. My Filmmaker Retreat has 3 spots left so save your spot now! FILMMAKER RETREAT JOSHUA TREE '26 - JOIN US Oct. 1–4: our 5th Annual Retreat. SIGN UP NOW No application. Just save your spot and come learn, shoot, and grow with working filmmakers. Limit 15.  NEW COURSE - VIRTUAL PRODUCTION FOR COMMERCIAL DIRECTORS Filmmkaer and friend Kevin O'Brien has shot close to 100 spots on the LED wall. His new course is a tremendous head start to us that will shoot or considering to film on the volumn. Use cose "virtual" to save $50. Click here to learn from the master. POSH DUOThe original 2-in-1 styling wax stick. I use Posh Duo to keep my hair fly and my beard on point. Free shipping for RTP listeners. Get the Posh look. A portion of the proceeds from every stick sold goes to Wigs For Kids. Free shipping. ONLINE FILMMAKING COURSES - DIRECT WITH CONFIDENCEEach of my online courses come with a free 1:1 mentorship call with yours truly. Taking the Shadow course is the only way to win a chance to shadow me on a real shoot! DM for details. Want to level up your commercial directing game? Use code "virtual" to take $50 off! MAGIC MIND - MY MENTAL PERFORMANCE EXILIRSave hugely on Magic Mind with this link. — This link is the way. Thanks, Jordan My cult classic mockumentary, "Dill Scallion" is online so I'm giving 100% of the money to St. Jude Children's Hospital. I've decided to donate the LIFETIME earnings every December, so the donation will grow and grow annually. Thank you. "Respect The Process" podcast is brought to you by Commercial Directing FIlm School and True Gent, aka True Gentleman Industries, Inc. in partnership with Brady Oil Entertainment, Inc.

On this episode of BiggerPockets Money, hosts Mindy Jensen and Scott Trench sit down with Adrianna Adams, CFP at Domain Money, to discuss some of the biggest mistakes people make on the path to financial independence and early retirement. From chasing the perfect FIRE number to overlooking liquidity and tax planning, Adriana shares the lessons she's learned helping clients build wealth and confidently transition into early retirement.  They dive into practical strategies for reducing taxes, managing portfolio risk, accessing retirement savings before traditional retirement age, and making smarter decisions around Roth conversions, direct indexing, mortgages, and withdrawal planning. Whether you're working toward FIRE or already financially independent, this episode is packed with actionable insights to help you build a stronger financial plan and make your money work harder throughout retirement. To go beyond the podcast: Take the guesswork out of investing, taxes, and retirement. Book a free consultation with Domain Money Today: www.biggerpocketsmoney.com/cfp  Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney  Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Early Retirement Group, LLC (“BiggerPockets Money”), is acting as a promoter for Domain Money Advisors, LLC (“Domain”) and receives a flat fee for each client who enrolls in or purchases the promoted services. In addition to the compensation provided to Bigger Pockets Money, Scott Trench is a current client of Domain and received non-cash compensation related to his promotional activity. This compensation creates a conflict of interest because the promoter has a financial incentive to recommend the service. Clients should independently evaluate whether the service is appropriate for their needs. Learn more about your ad choices. Visit megaphone.fm/adchoices

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! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Sylvester “Sly Huncho” Brewster..

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! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Sylvester “Sly Huncho” Brewster..

Dr. Kirk Honda answers listener questions about psychotherapy and the therapeutic relationship. Topics include whether intellectual clients are harder to treat, the principles of person-centered therapy and phenomenological listening, how therapists answer: ‘what is therapy', and the benefits and risks of individual sessions within couple therapy. July 31, 2026This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/KIRK to get 10% off your first month.Support us by... Become a member: https://www.youtube.com/channel/UCOUZWV1DRtHtpP2H48S7iiw/joinBecome a patron: https://www.patreon.com/PsychologyInSeattleContact us/more info... Email: https://www.psychologyinseattle.com/contactAbout Dr. Kirk: https://www.psychologyinseattle.com/about-dr-kirk-hondaWebsite: https://www.psychologyinseattle.comGet stuff... Merch: https://psychologyinseattle-shop.fourthwall.com/KIRKgram (like Cameo): https://www.psychologyinseattle.com/kirkgramThe Psychology In Seattle Podcast ®Trigger Warning: This episode may include topics such as assault, trauma, and discrimination. If necessary, listeners are encouraged to refrain from listening and care for their safety and well-being. Disclaimer: The content provided is for educational, informational, and entertainment purposes only. Nothing here constitutes personal or professional consultation, therapy, diagnosis, or creates a counselor-client relationship. Topics discussed may generate differing points of view. If you participate (by being a guest, submitting a question, or commenting) you must do so with the knowledge that we cannot control reactions or responses from others, which may not agree with you or feel unfair. Your participation on this site is at your own risk, accepting full responsibility for any liability or harm that may result. Anything you write here may be used for discussion or endorsement of the podcast. Opinions and views expressed by the host and guest hosts are personal views. Although we take precautions and fact check, they should not be considered facts and the opinions may change. Opinions posted by participants (such as comments) are not those of the hosts. Readers should not rely on any information found here and should perform due diligence before taking any action. For a more extensive description of factors for you to consider, please see www.psychologyinseattle.com

Too many business owners think their next sale is hiding behind a bigger ad budget or more leads, when in reality the real money is in the leads they've already generated, but never properly followed up with. Prospects say they're interested, timing gets in the way, and then fear, procrastination, and disorganization quietly choke off potential revenue. Today's guest, Wanda Allen of Follow Up Sales Strategies, has helped business owners, sales professionals, and especially realtors transform “I meant to call them” into a simple, systematic follow-up habit that consistently converts more existing leads into paying clients. In this episode of Marketer of the Day, Wanda breaks down why follow-up is the real leverage point in your sales process, and why the most powerful, underused tool is still the phone. She explains how a five-minute conversation can replace days of emails and DMs, uncover real objections, and build genuine prospect loyalty long before someone becomes a paying customer. Rather than chasing more leads or bigger ad budgets, Wanda shows you how to focus on the opportunities already in your pipeline. Wanda shares the three fundamentals of effective follow-up: adopting the right mindset, consistently using a CRM, and making follow-up a true priority instead of something you “get to later.” She unpacks the hidden fears that keep people stuck, fear of rejection, of being pushy, of not knowing what to say, and reframes follow-up as a professional obligation, not a nuisance. With research showing that 80% of sales happen between the 5th and 12th contact while 90% of sellers quit after two, she explains why simply staying in the game longer can make you the “last one standing” who wins the business. https://youtu.be/TJrC609Yz4E?si=Ap97ggtawja_Amet You'll hear how Wanda's systems-based approach has helped clients triple their sales just by getting serious about follow-up routines, tightening their processes, and reframing “I have so much follow-up to do” from a burden into a sign of opportunity. She also shares a powerful mindset rule you can apply to both sales and life: when you feel like you can't do one more call or push-up, do two. If you're ready to get over your discomfort, stop apologizing for doing your job, and turn your existing leads into real revenue, Wanda's strategies will give you the structure and confidence to follow through. Quotes: “The salesperson that follows up and continues to follow up is the one that's going to get the business, because when that prospect is ready, the one who followed up is the one who's going to get the call.” “When you have a lot of follow-up work to do, that shouldn't stress you out; it should put a spring in your step. It means you've got opportunities in front of you.” “If your job is to bring in more business, you have to follow up. When you're following up, you're doing your job; that's called professionalism.” Contact Details: Visit Follow-Up Sales Strategies to Turn More Conversations Into Closed Deals Connect with Wanda Allen on LinkedIn for Practical Follow-up Strategies and Sales Tips Ready to Close More Deals with Smarter Follow-up? Schedule a Call with Wanda Allen Follow Follow Up Sales on X and Discover Simple Strategies to Improve Follow-up Grow your Sales One Follow-up at a Time; Follow Follow Up Sales Strategies on Instagram

In this episode, we ask: How can you make your side hustle the main event, without money stress? Who is Janet Kuester and how did she grow the Music Connection to hundreds of students? What did Janet do with her Bank On Yourself® type whole life insurance policy? What is a music activist? What did...

This week, we're covering making sure that taxpayers claim all the withholding they are entitled to, and which notices the FTB may send.

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! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Todd Kroupa.

In this episode of The Benefits Brief, host David Saltzman sits down with Zac Hanson, vice president of growth at RxPreferred, to discuss why pharmacy benefits remain one of the least transparent areas of healthcare spending—and what benefits advisors can do about it. Zac explains the factors driving pharmacy costs, including specialty medications and plan design, while exploring the importance of data transparency, proactive pharmacy management, and asking the right questions of PBMs. He also shares practical strategies to help advisors better understand their clients' pharmacy spend and make more informed recommendations that improve outcomes and control costs.

Great client experiences don't happen by accident. They're built through dozens of intentional decisions before, during, and after every project.This week, Kyle sits down with Darin Kuns of DK Construction to share how his team has intentionally designed an experience that stands out. From customer confidence checkups and post-project interviews to thoughtful job site standards and small gestures that make clients feel valued, Darin explains how the little details create lasting trust.If you're looking for practical ideas on building a company people can't wait to recommend, this episode is packed with ideas you can start using right away.Want to keep in touch with past clients and prospects without the hassle of writing content yourself? That's exactly what Remodelers AutoPilot does — each month you get a done-for-you email newsletter and social media posts, ready to send.Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights!Key TakeawaysFix pre-construction bottlenecksImprove planning before productionDelegate to increase capacityTrack client confidenceCreate memorable client experiencesGather post-project feedbackSet clear job-site standardsRecognize and support employeesChapters00:00 Introduction and Episode Context00:33 Celebrating 400 Episodes and Guest Suggestions01:02 Highlighting Todd DeWalt and Construction Leading Edge01:48 DK Construction's Market and Business Focus02:11 Identifying Business Heartburns and Bottlenecks03:07 Addressing Capacity and Process Challenges04:22 Strategies for Smoother Project Handoffs05:15 Handling Change Orders and Project Variances06:04 Time Management and Capacity Planning07:11 Setting Small Wins in Project Selection07:53 Focusing on Capacity and Focused Work08:56 Company History and Market Overview11:01 Developing Client Relationships and Expectations12:06 The Three Uniques of DK Construction14:48 Employee Recruitment and Incentives20:08 Client Experience and Customer Confidence24:58 Enhancing Client Delight and Little Things30:12 Implementing Client Feedback and Post-Project Surveys34:50 Company Culture and Employee Recognition39:58 Team Communication and Meeting Optimization44:52 Signage and Job Site Respect50:03 Letting Go of Control and Delegation51:52 Building a High-Performance Team55:00 Final Thoughts on Customer Service and Business Growth

Send us Fan MailYou paid for a brand shoot, you love the photos, and they're sitting in a folder on your computer not booking a single client. Here's the truth: the photos that fill your calendar are not about how you look. They're about what your future client needs to see to feel ready to hire you. That's a completely different brief.In this episode, I'm giving you the 5 questions to answer before your next brand shoot so every photo pulls its weight in your marketing.In this episode, I cover:Why brands using original photos see a 35% increase in customer trustThe most overlooked shot in every brand session (not one photographer I've worked with planned for it)What to wear when you don't have a uniform, and the 4 colors that work with any brand paletteHow your client's before-and-after emotions become a visual brief for your expressionsVaried looks: how one shoot can fuel a year of scroll-stopping contentWhy your tools, your workspace, and even your pets belong in your photosHow these photos become Pinterest pins, reel covers, and thumbnails that stop the scrollGrab the free Brand Shoot Prep Checklist inside my Visibility Vault at learn.jenvazquez.com/resources, and if you're ready for a shoot planned around your marketing, book a free discovery call at jenvazquez.com/discovery.  Or, read right here. https://jenvazquez.com/brand-photo-shoot-prep-5-questions-that-book-clients/Support the showWanna learn Pinterest with an expert there to help for only $37?  Pinterest Visibility Sprint is a 2 hour Sprint to optimize your Pinterest and create a marketing workflow Pinterest Visibility Sprint Here are some free things I've got coming up:Want your account audited? FREE Pinterest Audits LIVE on YouTube. Free Pinterest Masterclass

A key focus of the episode is on practical approaches to conducting pre-sales assessments for prospective managed service clients, particularly those with existing MSP relationships and under 100 employees. Hosts discussed that frontline assessment methods often prioritize observational “walk-arounds” and targeted questioning rather than the deployment of specialized tools, except in cases where complexity or asset uncertainty warrants additional rigor. The conversation emphasized that visible signs of technological investment (or lack thereof) and management engagement provide valuable risk indicators to help MSPs assess prospect suitability and potential client alignment. Supporting details included recommendations against using automated network scanning tools as a default during the sales process, especially for smaller prospects. Instead, initial technology and business process understanding should be driven by reviewing company websites, social media, and conducting direct observation and informal dialogue with staff. For more complex environments or where asset counts are ambiguous, tools such as Galactic Advisors, RapidFire Tools, or Lansweeper were suggested, but only after careful consideration of the actual information gap. MSPs were advised to leverage preexisting documentation and probe for differences with prior MSPs, focusing on gaps in service, dissatisfaction, or unaddressed needs. Secondary topics included the necessity of formal Master Service Agreements (MSAs) and the operational risks of long-running unwritten arrangements. The hosts reported that customer pushback on contracts is rare; those unwilling to sign can be managed through premium pricing or operational discretion. The use of digital document management and auto-renew online agreements was cited as a means to streamline governance and ensure that contractual terms keep pace with operational changes. The conversation also addressed best practices for Quarterly or Technology Business Reviews (QBRs/TBRs)—advocating for business-oriented, forward-looking discussions rather than technical or ticket-driven reporting, and highlighting risk in overinvesting staff time in meeting preparation. The episode concluded with a practical case study on recurring revenue management, highlighting a systematic approach to price increases after extended periods without adjustment. The case demonstrated that fears of customer attrition due to price adjustments are often overstated, particularly when supported by transparent communication and a graduated rollout to well-aligned clients. The discussion reiterated the importance for MSPs to maintain accountability, regularly review contractual agreements, manage operational costs, and structure client engagements to reduce risk exposure while improving alignment with organizational goals. Title:   How do you complete an assessment for a prospect? Topics/Events Question Of The Week: How do you complete an assessment for a prospect?  What to do if you don't have agreements in place, but you've worked with recurring clients for years.  QBRs – what questions should you be asking during your regular QBRs with your clients CMMC third-party audits are paused. The channel opportunity isn't. ChannelE2E https://share.google/4vXDd5G3ysgflU6PU STORY:  Reviewing a MSP's current agreements, James realized the MSP hadn't had a price increase for over 5 years.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sending lots of emails to potential clients, but never getting a response? As a business owner for 15+ years, I've received my fair of share of pitches (CCA students: you've seen some of the good and some of the bad!).  And I can tell you that there are a handful of super-common mistakes. But you don't have to make those same mistakes, my friend! We're running through the biggest of the big no-nos (with real examples!) on this episode of the By the end, you'll know how to spot these errors so you can fix them before you hit "send" on your emails. --------------- Get Free Copywriting Training here 

The assumptions that shaped the last 40 years of investing may not hold for the next 40.The world is becoming more complex. U.S. dominance is shifting, while major changes in energy, technology, and demographics are creating new risks and opportunities that many financial plans aren't prepared for.The challenge for financial advisors isn't getting more information. It's cutting through the noise, finding the signals that actually matter, and helping clients avoid short-term decisions based on the latest headline.I'm excited to be talking with geopolitical analyst Jacob Shapiro to unpack the four forces he believes will reshape markets, portfolios, and financial planning in the years ahead.We also explore where advisors may be carrying more risk than they realize, why some of the best opportunities may exist outside the United States, and how to think more clearly about what's coming next.3 Insights From This Week's Episode…#1.) The Four Forces Advisors Can't Afford To IgnoreThe shift toward a multipolar world is happening alongside major changes in energy, technology, and demographics. Jacob explores why these forces matter for financial advisors and how they could challenge assumptions that have guided portfolios and financial plans for decades.#2.) More Information Can Lead To Worse DecisionsAdvisors and clients have access to an endless stream of headlines, opinions, and predictions. We discuss why reacting to all that noise can distort how people understand risk and why the most important signals are often hiding beneath the story dominating the news.#3.) Are Advisors Too Focused On Avoiding Losses?Clients remember losses more than gains, which can quietly push advisors toward overly cautious decisions. Jacob examines the tension between protecting what clients have and helping them participate in the opportunities created by a more volatile world.Triad Sales LabWant to turn more great prospects into lifelong clients? Triad Sales Lab helps advisors use simple visual models to communicate more clearly, strengthen appointments, and improve the way they present their process. Learn more and apply below.https://bradleyjohnson.com/174-triad-sales-lab/SHOW NOTEShttps://bradleyjohnson.com/179FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP07265768485See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Wondering how to get your first real estate client?In this video, I'm sharing exactly what I would do if I were starting my real estate business from scratch today.If you're a new realtor, dual-career agent, or second-career professional trying to build momentum, this video will help you focus on the activities that actually lead to clients.In this video you'll learn:• How to get your first client• Why conversations matter more than content• The biggest mistake new agents make• How to stay top of mind without being salesy

This week, outside the box comes in two flavors: a lawyer in a Bigfoot costume, and a firm that killed its entire legacy media budget and never looked back  —--------- Angel Reyes runs a Texas PI firm spending $50 million a year on marketing. All of it digital, none of it billboards, none of it legacy media. He killed that spend back in 2018 and never looked back. His take: brand loyalty in personal injury is mostly a myth. Clients aren't shopping for a name they trust, they're picking whoever calls them back first.  Elliot Johnson runs that $50 million budget day to day, and his job is making sure the data underneath it can actually be trusted, with clean integrations, reliable reporting, and no leaks. He and Angel walk through cost per kept case versus cost per acquired case, why last-click attribution is a comfortable lie, and what happens when you try to model a customer journey that's more emotion than math. Plus, two weeks out from the Summit: a thank-you to LHLM Summit video partner Bluphyre Media, whose "Bigfoot Lawyer" campaign is proof that thinking outside the box doesn't have to mean spending outside your means. Sometimes it just means putting a lawyer in a Sasquatch costume.  -Want to hear more from our guests on this week's episode? Then come join us in Nashville, August 11-13th, where Elliot and the Bigfoot Lawyer crew will be taking the stage and networking with our audience. Get your ticket before it's too late: lunchhourlegalmarketing.com/registration -Thank you to our incredible sponsors: Juvo Leads, Lawmatic, CallRail, and ALPS   Chapters 00:00 Webbed Toes and Chili Cook-Off Wins 01:04 What We're Covering This Week 01:54 Sasquatch Is Coming to Nashville: A Bluphyre Media Thank You 05:10 Meet Bluphyre Media: The Bigfoot Lawyer Campaign 09:55 ALPS Minute: One Job, Denise 11:31 What "Cost Per Case" Actually Means (Angel Reyes) 13:42 Data Hygiene Isn't Optional (Elliot Johnson) 14:56 Why Angel Killed Offline Media in 2018 22:50 The Multi-Touch Attribution Problem 24:59 Setting Growth Goals With Actual Data 33:02 White Label Lead Gens and the One-Third Problem 39:54 Private Equity, MSOs, and What's Coming for PI Firms 44:02 Final Thoughts and the Summit Send-Off  

In this episode, Ana Kostic shares her journey in PPC, a major mistake involving account restructuring, and lessons learned about business stability and AI in advertising. key topicsAccount restructuring and its impact on performanceThe importance of understanding business metrics in PPCEffective communication with clients during crisesUsing AI responsibly in digital marketingLessons learned from a significant PPC mistakeChapters00:00 Introduction to Ana Kostic and her background01:14 Ana's journey in PPC and her experience in Spain02:48 Ana's fun fact: Traveling as a digital nomad05:51 The major mistake: Account restructuring and traffic drop09:37 The emotional and business impact of restructuring14:20 Support from management and learning from mistakes19:42 Signs to watch for before restructuring an account22:45 Stability vs. growth in PPC strategies24:07 Handling client communication during performance drops26:40 Lessons learned: Business understanding and account management34:38 Common PPC mistakes in 2026 and how to avoid them36:48 AI in Google Ads: Best practices and pitfalls41:15 Using AI creatively and responsibly in campaigns43:14 Ana's movie: Big with Tom Hanks44:12 Upcoming events and where to find Ana guest linksAna Kostic on LinkedIn - es.linkedin.com/in/anakostic/enPPC Live - https://www.ppc.live

Your clients are looking for ways to save money long after closing. This week, we discussed energy efficiency, electricity choices, and practical ways REALTORS® can help homeowners lower their energy costs while earning additional income through the REALTOR® Referral Program. Watch the replay now!   Check out the Realtor Referral Program: https://cms.har.com/affiliatemarketing-energyogre/   Energy Savings Calculator: https://www.energyogre.com/savings   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.

This episode of the Kid Contractor Podcast features Andy Wilson, a former law enforcement officer who transitioned into the green industry after surviving aggressive throat cancer. Wilson shares his journey of overcoming ten surgeries and the loss of his voice to build a thriving lawn care business with 140 recurring clients. The discussion highlights essential business strategies such as client retention, route density, and the importance of accurate job documentation through tools like Company Cam. Wilson emphasizes that a successful brand is built on personal reliability and maintaining impeccable records to ensure a business is scalable and sellable. Key Takeaways: Commit to getting back up every time you face a setback and keep pushing forward until you land your one good punch in business or life. Focus on retaining your current clients as it is five times cheaper than onboarding new ones and leads to much higher profit margins. Build a brand based on your personal character and the experience you provide rather than just focusing on a logo. Increase your profitability by prioritizing route density to maximize the amount of money you earn per hour while minimizing travel time. Learn to say no to the wrong opportunities so that you can protect your time and focus on the clients who truly fit your ideal business model. Connect with Auman Landscape

Ever wanted to snoop behind the scenes of a seven-figure business and see exactly what tools keep the whole thing running? Same. Brandi is nosy like that too.In this episode, she's pulling back the curtain on her full 2026 tech stack, every piece of software she uses to run Serve Scale Soar and all seven of its revenue streams. But here's the honest part: you do not need all of it.Brandi walks through what she recommends for service providers, what she'd do differently if she could go back, and the three tools she's actively cutting as AI keeps getting better. Grab your coffee and let's do the dang thing.IN THIS EPISODE, YOU'LL LEARN:The only two all-in-one tools a service provider actually needs (and when to add more)Why Brandi runs 90% of her business inside FG Funnels, and who should skip itHow Claude built a full Notion revenue dashboard for her in 15 minutesWhy she still recommends Asana over ClickUp and Notion for most freelancersWhich AI tools she pays for (only 2) and which she uses on the free planThe 3 tools she's cutting in 2026 and the real reason whyWhy simplifying your stack matters more than the software bill itselfMENTIONED IN THIS EPISODE:HoneyBook (30% off first year): brandimowles.com/honeybookHoneyBook in a Hurry ($37 shortcut with one-click installs)FG Funnels (discount codes): brandimowles.com/fgfunnelsConversions for Clients (early-stage service providers): conversionsforclients.comThe Strategist Society (scaling past $10K months): thestrategistsociety.comREADY TO SCALE PAST $10K MONTHS?If you're a one-on-one service provider ready to build big-girl-money months with real support, come see what we're building inside the Strategist Society. It's the room, the community, and the daily voice support that helps you scale without hustling yourself into the ground. Head to thestrategistsociety.com.LOVED THIS EPISODE?Screenshot it, share it to your stories, and tag @brandimowles so Brandi can hang out with you over there. Now go do the dang thing.Follow the Podcast: https://podcasts.apple.com/us/podcast/serve-scale-soar/id1477998650Follow Brandi on Instagram: https://www.instagram.com/brandimowlesFollow Brandi on Facebook: https://www.facebook.com/Brandiandcompany

Here's what nobody tells you about growing a your wellness business: your marketing isn't the problem. Your ability to self regulate is. I've been a coach since 2012, and I've watched practitioners with excellent frameworks, strong offers, and good marketing still lose clients, still get stuck at the same revenue ceiling, still burn out. The common thread isn't strategy. It's that they were dysregulated, and their clients could feel it. When you're not regulated, you don't hold space. You control. You push your agenda. You try to fix instead of facilitate. Clients sense that, even when they can't name it, and it's exactly what erodes trust, shortens client relationships, and kills referrals. Mastering emotional regulation isn't an optional skill. It's the foundation of business growth in a service business, because your nervous system is your product. In this episode I break down the first three steps of the five step process I use to stay regulated under pressure, including a technique you can use in the middle of a session, a sales call, or a hard conversation with a client who's about to cancel.  Save your free seat for Coach Week https://integrativemindbodycoach.com/coach-week 

Just landed back on the Gold Coast from Singapore and this one poured out of me Every single client I met in person this month said the same thing.They love how clearly I explain concepts, and it's because I teach in shapes. Arrows, circles, little messy iPad scribbles.But then something hit me on the flight over. I've been teaching the wrong shape for 18 months. The funnel drains and runs out. What I actually teach spins and never stops.Once you see the shape your work really wants to live in, everything clicks so much faster. Have you ever thought about yours?Come find your shape with me

Luis wants to grow, but every new client request—email marketing, influencer campaigns, partnership deals—feels like a decision that could either build his agency or blur what it stands for. Preston and Jason Fishman talk through how to know when expanding your services makes sense, when it's a distraction, and why staying open to what the market sends you might matter more than sticking to a five-year plan. It's a practical look at growing on purpose instead of by accident. Support our show sponsors -> ⁠⁠⁠⁠https://freelancetofounder.com/sponsors⁠⁠⁠⁠ Submit your own question -> ⁠⁠⁠⁠https://freelancetofounder.com/ask⁠⁠⁠ Jason Linkedin -> ⁠https://www.linkedin.com/in/jafishman/⁠ Jason's Business -> ⁠https://www.digitalnicheagency.com/⁠ Jason's Podcast -> ⁠https://www.youtube.com/@digitalnicheagency Learn more about your ad choices. Visit megaphone.fm/adchoices

If faith changes your life, how do you explain that to someone else without overselling it? Joe Rockey and Father Boniface Hicks continue the conversation about sharing faith by asking a practical question: what has Christianity actually done for you—and can someone else receive that same gift? The answer is not that faith magically fixes every external problem. The answer is deeper: Christ transforms the interior person, and that transformation changes how we love, work, lead, suffer, build relationships, and make decisions.Father clarifies the promise: Christianity moves us toward the perfection of love. That may help a marriage, a business, or a hardship—but not by bypassing reality. If a business is failing because the market dried up, conversion will not magically create houses to sell. But if the business is failing because money, profit, or control replaced love and relationship, then Christian conversion can change everything. The more we become like Christ, the more we become harmonized with reality, because all creation is ordered through Him.Joe brings a concrete business example: through years of these conversations, Mass, Scripture, and the Eucharist, he came to see that every business is defined by two relationships—the relationship with prospects/clients and the relationship with employees. If either one is broken, the business is in danger regardless of external circumstances. Faith taught him to see business through relationship first, and that framework has helped his clients think differently about success, service, and sustainability.The episode closes with Father returning to the center: real transformation begins not with an idea, argument, or ethical rule alone, but with an **encounter with Christ**—an encounter with infinite, unconditional love that gives life a new horizon and a definitive direction. The weekly invitation is simple: notice where you are receiving love, where you are resisting it, and where you are being called to give love more freely.**Key Ideas*** Faith should not be oversold as a magic fix for every external problem.* Christianity transforms the interior person toward greater love, humility, prudence, and relationship.* Business practices rooted in relationship, dignity, and love are more aligned with reality than those built only on money or control.* Every business can be examined through two relationships: clients/prospects and employees.* Real conversion begins through an encounter with Christ's unconditional love, not merely a concept or rule.**Links & References**None explicitly referenced with a clear official/source link in this episode.**CTA:** If this helped, please leave a review or share this episode with a friend.Questions or thoughts? Email [FatherAndJoe@gmail.com](mailto:FatherAndJoe@gmail.com).### TagsFather and Joe, Joe Rockey, Father Boniface Hicks, faith changes life, encounter with Christ, Jesus Christ, unconditional love, Christian conversion, interior transformation, perfection of love, love and business, business relationships, clients, prospects, employees, ethical business, leadership, service, relationship building, relationship with God, relationship with others, relationship with self, humility, prudence, virtue, peace, hope, suffering, Christian witness, testimony, evangelization, sharing faith, love is the most important thing, value hierarchy, money, success, pleasure, control, purpose, discernment, Eucharist, Mass, Scripture, Catholic podcast

In this episode I walk you through three real examples of what defense actually looks like — two from clients, one from my own life — and the single move underneath all three. You'll hear why the frozen-pizza night is never really about the pizza, how to stop freezing when "I should already know better" keeps you stuck, and the exact question I stopped asking myself so I'd quit pushing work to "tomorrow" forever. Here's the theme: the goal is never to try harder or be more disciplined. It's to find your specific vulnerability — the place things fall apart — and build a defensive strategy right there. And your defense won't look like mine, or like any of my clients'. That's the whole point. In this episode: Why the salad-vs-pizza guilt is the wrong conversation entirely How to escape the Goldilocks trap: the "should" too big to do, the "could" too small to count The backward-looking question quietly sabotaging your progress — and the one that protects it What it looks like to defend a vulnerability instead of white-knuckling through it → We're enrolling for the August cohort right now — and this is the final pay-what-you-can cohort ever. This is where you learn to run defense on your own patterns, with me. Doors close soon. Get in: elizabethbenton.com/defense Don't wait on this one. Pay-what-you-can is ending, and it's not coming back.

You win some, you lose some. So why does losing one always feel like it means so much more? This week we get into what happens after the deal falls through, the client picks another agent, or a friend quietly lists their house with someone else. We talk about the "one day rule" a friend taught us for grieving a lost deal, and why real estate karma means the good and the bad even out over time if you let it. We share the moment a nervous friend told us she wasn't hiring us, and why we've learned to respond with grace instead of guilt-tripping. We get into the client who broke the news she was moving out of state over text, the ones who ghost instead of confronting you, and why the people who face you directly deserve to never regret it. We also cover the awkward reality of splitting business between two agents in one household, the ChatGPT trick for cooling down an angry email before you hit send, and a listener's story about a "shopper" who keeps circling back without ever committing. Then we tell the story of a seven figure deal that turned into a $70,000 condo, then into no deal at all, and how walking away with honesty turned into a stream of referrals instead. And we close with the story of an eight year strained friendship that got repaired with one honest text message. Here's what we cover in this episode: Why we believe in real estate karma and how it evens out over time The "one day rule" for grieving a lost deal and moving on What to say when someone nervously tells you they're not hiring you Why business gets messier when it's built on relationships, not just transactions The client who confessed she was relocating out of state over text Being the icebreaker when a client lists with someone else and never tells you How to handle it when a buyer's spouse already has "his" agent Splitting a household's business between two different agents Using ChatGPT to turn an angry email into a professional one A listener's letter about a shopper who never quite commits Sticking to your boundaries even when it might cost you the deal The seven figure deal that shrank to a $70,000 condo, then to nothing How honesty about a bad purchase turned into new referrals Repairing an eight year strained friendship with one text Our rapid fire list of real estate karma quotes to remember Key Quotes & Takeaways: "Be the agent who says no worries, I'm happy for you, and actually means it." "Every time you choose grace over resentment, you're playing the long game." "Don't burn a bridge because you're hurt. You may need to cross it again later." "Real estate is hard enough without carrying a backpack full of grudges." "If you take every business decision personally, this business will eat you alive. Your value is not determined by whether someone hires you." "We're building a reputation, not collecting scorecards." Products, People & Previous Episodes Mentioned: Episode 346: Desperate Agent Behavior (hustlehumblypodcast.com/346) Hustle Humbly Community (hustlehumblypodcast.com/membership) Leave us a review at http://ratethispodcast.com/hustlehumbly   Get your FREE Database Template: http://hustlehumblypodcast.com/starthere   Email Templates 101: http://emailtemplates101.com   Agent Systems 101: http://agentsystems101.com   All Resources: http://hustlehumblypodcast.com   Submit your topic ideas and toasts to Team@HustleHumblyPodcast.com  

➢ Apply for coaching - www.colossusfitness.com➢ Fast food guide- https://www.colossusfitness.com/fast-food-survival-guide➢ Ask a question- https://www.colossusfitness.com/podcastWelcome 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 why you wouldn't lose weight on a calorie deficit, if training to failure is needed and best workout duration.Josh quote: "Discipline is choosing between what you want now and what you want most."**Kyle quote: “**There are graveyards full of people who wish they could trade spots with you”What has us excited or intrigued:Client shoutout: YongWeekly questions:Question 1- Why am I not losing weight in a calorie deficit?Question 2- Do you need to train to failure?Question 3- How long should a workout be?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/

Before becoming a full-time photographer, Melody Macdonald spent more than 20 years working as a 911 dispatcher, where staying calm, listening carefully and communicating clearly were essential. In this interview, Melody shares what photographers can learn from high-pressure emergency communication, especially when dealing with upset, disappointed or demanding clients. She explains why telling someone to “calm down” rarely works, how to pause before reacting, when it is better to pick up the phone, and why many client complaints are not really about the photography at all. You'll also hear how clearer expectations, stronger boundaries and more direct communication can prevent difficult situations before they start. The post 679: Melody MacDonald – How to Handle Difficult Photography Clients Without Losing Your Cool appeared first on Photography Business Xposed - Photography Podcast - how to build and market your portrait and wedding photography business.

EPISODE 454: Custom home builder Cody Reimer went from a burned-out two-man crew to running a 12-person company that operates without him in the day-to-day. Todd Dawalt breaks down the construction business systems and the paid pre-construction process that moved Cody out of the field and into a real CEO role. ⚡Schedule a Business Evaluation Call with The Construction Leading Edge Team: https://go.constructionleadingedge.com/qualification?utm_source=audio%20podcast&utm_medium=audio&utm_campaign=454

Natalie has built a growing agency, but her clients still treat her like a freelancer — calling her in, expecting her hands-on every project, and hesitant to work with anyone else on her team. Preston and Jason Fishman break down how to shift that perception, from positioning your team as thought leaders to building the right "emergency guardrails" that give clients confidence in letting go. This episode is a practical guide to repositioning yourself as a company rather than a one-person show, without losing the trust you worked hard to build. Support our show sponsors -> ⁠⁠⁠⁠https://freelancetofounder.com/sponsors⁠⁠⁠⁠ Submit your own question -> ⁠⁠⁠⁠https://freelancetofounder.com/ask⁠⁠⁠ Jason Linkedin -> ⁠https://www.linkedin.com/in/jafishman/⁠ Jason's Business -> ⁠https://www.digitalnicheagency.com/⁠ Jason's Podcast -> ⁠https://www.youtube.com/@digitalnicheagency Learn more about your ad choices. Visit megaphone.fm/adchoices

If you've spent decades building a business, leading organisations, or establishing yourself as the go-to expert in your field, retirement can feel like a cliff edge rather than a launchpad. Gordon Callum knows this territory well. He built Changing Point into a respected change management consultancy over 20 years, then realised - during the pandemic - that he'd done almost no thinking about his own retirement. That moment of clarity led to Retiring Point, and this conversation.This one isn't just for people looking ahead to retirement. The themes here - identity, purpose, planning for transitions, and how you invest your time - apply at every stage of a career.✳️ The financial side of retirement gets all the attention, but the non-financial side is what determines whether it's fulfilling - identity, purpose, relationships, and the emotional rollercoaster of the transition all need the same planning rigour you'd apply to a business initiative.✳️ Gordon's behavioural change cycle - awareness, thinking differently, application, and follow-through - transfers directly from change management to retirement planning, including building a rolling 12-month plan towards a clear vision rather than a single grand plan.✳️ Personality type shapes what a good retirement actually looks like. Extroverted thinkers need goals and competition; extroverted feelers need variety and multiple projects; introverted feelers need a cause to align with; introverted thinkers need structure and rhythm.Gordon's Amplifiers✳️ Balance the non-financial with the financial - give real attention to purpose, identity, relationship dynamics, and emotional wellbeing, not just the pension pot.✳️ Retire into something, not from something - spend the 2-3 years before retirement experimenting with projects and possibilities so you have something to run towards from day one.✳️ If you have a partner, create three retirement plans - your own individual plan, theirs, and a shared plan for what you genuinely want to do together. Communicate all three openly.Timestamps00:00 - Introduction and welcome01:55 - Meet Gordon Callum - from Changing Point to Retiring Point04:10 - Why most senior leaders arrive at retirement unprepared05:06 - Identity, purpose, and the non-financial side of retirement07:19 - What does a healthy retirement actually look like?09:07 - The cliff edge vs the easing-off approach12:00 - How personality type shapes what fulfilment looks like in retirement15:50 - What drove the success of Changing Point18:18 - Client acquisition and the long-term client strategy19:59 - The frameworks Gordon has brought from Changing Point to Retiring Point22:27 - The imagination gap and creating a retirement vision24:21 - How you invest your time today builds your future26:01 - The danger of going harder in your final 12 months28:06 - Changing Point to Retiring Point - the shift to a global virtual model30:58 - Amplifier 1: Balance the non-financial with the financial33:06 - Amplifier 2: Retire into something, not from something34:36 - Amplifier 3: Have three retirement plans if you have a partner37:45 - The Retiring Point scorecard and how to connect with Gordon39:11 - Wrap-up and closeIf this episode made you think differently about how you're investing your time right now, hit follow on Apple Podcasts or subscribe on Spotify. A review takes 30 seconds and makes a real difference.----Get your copy of my Personal Brand Business BlueprintIt's the FREE roadmap to starting, scaling or just fixing your expert business.www.amplifyme.agency/roadmap----Subscribe to my Youtube!! Follow on Instagram and Twitter @bobgentleJoin the Amplify Insiders Facebook Community : www.amplifyme.agency/insidersPlease take a second to rate this show in Apple Podcasts. ❤ It will mean a lot to me.

For years, Sunday nights had a routine. Around eight o'clock, I'd start thinking about Monday. Emails. Client requests. Deadlines. That one surprise waiting to derail my plans before I'd even had my first cup of coffee. Like a lot of business owners, I figured the answer was simple. Work a little harder over the weekend and get ahead. It never worked. The more I worked, the longer my to-do list seemed to get. Instead of feeling prepared, I felt like I was starting every week one step behind.   What finally made a difference wasn't anything I did on Sunday. It was what I started doing on Friday. Back then, Friday afternoon became protected time. No meetings after one o'clock. No "just one more call." Instead, I spent a couple of hours wrapping up the week so Monday had a much softer landing. The first stop was my inbox. I've always been an Inbox Zero fan, not because it's trendy, but because I don't like loose ends. I answered what I could, delegated what I should, and filed the rest. When I shut my computer down, there wasn't a pile of unanswered email waiting for me on Monday. Then I reset my workspace. There was a lot less paper than there used to be, but somehow receipts, notes, and sticky notes still multiplied during the week. A quick cleanup on Friday saved me from hunting for things on Monday morning. Next came my task list. I collected ideas all week long. Friday was when I decided which ones deserved my attention. Some became projects. Some were delegated. Others quietly disappeared because they really weren't that important after all. One habit made an even bigger difference. When I had a good idea that simply wasn't right for right now, I didn't leave it sitting on my list making me feel guilty. I scheduled it to come back in three or six months. If it came back and still didn't make the cut, I knew it wasn't as important as I thought. Finally, I planned my weekend. Yes, I usually checked in on work at some point. That's life when you're running a business. But I decided ahead of time when I'd work and, just as important, when I wouldn't. Walks, dinner with friends, and family time all went on the calendar, too. If I didn't plan my downtime, work happily filled every available minute. The best part was that Sunday nights lost their grip on me. I knew what was waiting on Monday, and I knew it already had a place on my calendar. These days, I don't have the pressure of running a business anymore, but I still protect Friday afternoon. I clear my desk, close the open loops, and head into the weekend knowing Monday won't be waiting to ambush me. Some habits are worth keeping, even after the job changes. What about you? Do you have a Friday routine that makes Monday easier? I'd love to hear about it. And if you'd like to compare notes, you can book an Office Hours conversation at morethanafewwords.com/officehours.

Starting your own law firm can be one of the most exciting and rewarding career moves a lawyer can make. But amid the excitement of choosing a name, finding clients, and building a practice, it's easy to overlook ethical and operational issues that can create problems down the road. In this episode, Steve Seckler speaks with Mike Rossi, a partner at the law firm Conn Kavanaugh in Boston. Mike focuses on professional liability, business litigation, and advising lawyers and law firms on professional responsibility and risk management. Together, they walk through the ethical and practical issues lawyers should think about when starting a new practice, especially the decisions that need to be made before a firm opens its doors. The conversation begins with the obligations lawyers have when leaving a firm, including how to notify clients appropriately and why client choice matters. Mike explains the importance of handling departures harmoniously, avoiding premature client outreach, and understanding the fiduciary duties involved in a transition. The episode explores marketing and business development and operational issues. Mike and Steve also discuss supervision responsibilities, the ethical use of AI tools, co-counsel arrangements, referral disclosures, and the risks that can arise when lawyers take on unfamiliar matters too quickly. This episode is a reminder that a little prevention early on can save a lot of trouble later. Key Takeaways Leaving a firm starts with your obligations to the firm and your clients, not your new business plan. Clients ultimately choose where their matters go, and a joint communication is the safest way to notify them. Legal tech competence is part of modern professional competence, so your systems should be ready on day one. IOLTA and trust accounting are high-risk areas for new solos and deserve careful setup before taking client funds. Marketing must avoid false or misleading claims, especially around results, specialization, and expertise. AI, supervision, and conflict checks all require active oversight; "set it and forget it" creates risk. Key Topics Ethical obligations when leaving a law firm and managing client relationships How to navigate conflicts of interest, client notifications, and joint communications Essential technology and systems for risk management, including trust accounts and practice management tools Marketing and advertising rules: do's and don'ts for building your brand online The role of AI and emerging technologies in legal practice and supervision responsibilities Best practices for growth: supervision, hiring, and managing non-lawyer participation Preparing for launch: conflict checks, IOLTA setup, and ethical pitfalls to avoid Timestamps 00:40 - Responsibilities of law firm owners beyond client acquisition 01:37 - Ethical challenges: client intake, conflicts, and engagement letters 05:24 - ABA guidance on leaving a firm and client transition rules 06:16 - Client autonomy in choosing where matters go 12:08 - Ethical duty of technological competence and practice management tools 13:48 - Trust accounting: setting up compliant IOLTA accounts 16:13 - Advertising and online marketing rules 28:44 - Using AI tools responsibly and supervising outputs

The AI Mistake Quietly Costing You Clients Every salon owner has access to the exact same AI tools right now. And most of them are using them the exact same way, which means most of them are starting to sound exactly the same. In this episode, Larissa Macleman and Joel Bouzaid of Salon Owners Collective, sit down to unpack the three biggest AI mistakes they're seeing salon owners make right now. The ones quietly costing them clients, credibility, and control of their own business. What you'll discover in this episode: The dead giveaways that instantly tell someone AI wrote your message, and why they matter more than you thinkWhy letting AI become the boss of your decisions is one of the most expensive habits you can buildThe calculator story that perfectly explains the risk of leaning on AI without understanding the business behind itWhy a generic AI tool will only ever get you a generic resultWhat it actually looks like to use AI as a tool that scales your brain, without letting it become your brand Larissa Macleman is the founder of Salon Owners Collective and creator of Salon Mastery. A 20-year large-format salon owner who built her own business to just under $2M, Larissa now coaches salon owners across Australia, New Zealand, and Canada to stop winging it and start building the business they actually had in mind when they started.  Joel Bouzaid is co-owner of Salon Owners Collective and Boardroom Coach to hundreds of salon owners building high-performing teams and businesses. Resources mentioned: My Salon CEO, the industry-specific AI tool built by Salon Owners Collective for salon owners. APPLY FOR SALON MASTERY: Ready to build a real strategy for your salon instead of winging it? Apply for Salon Mastery here: https://bit.ly/ApplySMRiss

FREE Playbook - download the Steady Leads Playbook here: https://www.steadyleadsplaybook.comLearn how to get steady leads and clients without creating content everyday: https://www.brandcreators.com/Are you struggling to turn viewers into clients? I identify three common video marketing mistakes that might be costing you leads.Many creators produce content that gets views but fails to generate business. If your audience isn't converting into paying customers, it is likely due to a specific gap in your current approach. This video breaks down the exact friction points preventing your viewers from taking the next step in your sales process.These issues are fixable once you know what to look for. By adjusting your content strategy, you can improve how you turn viewers into clients and start seeing better results from your existing traffic. I cover how to identify these errors and implement simple changes to improve your client acquisition strategy immediately.

What does a modern contact center need to deliver when the person reaching out may already feel anxious, embarrassed, and unsure where to turn? In this episode of Tech Talks Daily, I speak with Chris Lovell, service delivery lead for StepChange Debt Charity's contact center and product owner for its Genesys Cloud platform. StepChange supports hundreds of thousands of people facing financial hardship each year. Chris explains that approximately 40% of its clients receive Universal Credit, over 60% rent their homes, and many are dealing with an additional vulnerability alongside debt. That context makes the first interaction especially important. People may have delayed asking for support while their financial position became harder to manage. A failed call, long queue, unnecessary transfer, or request to repeat their story can increase stress at the moment they need reassurance and practical help. Before adopting Genesys Cloud, StepChange relied on fragmented contact center technology that experienced regular technical problems and outages. The charity also lacked detailed insight into why clients were making contact at different stages of their journey. People could enter the wrong queue, wait to speak with an advisor, and then discover they needed another team. The technology also affected employees. Chris says frontline colleagues eventually stopped proposing improvements because they did not believe the existing platform could support them. StepChange migrated to Genesys Cloud in four weeks through a three-phase delivery. The team began with lower-risk services, increased the size and complexity during the second phase, and moved the core debt advice operation during the third. Chris says the migration was completed without downtime. The initial objective was to reproduce the existing service on a stable cloud platform before introducing further capabilities. This sequencing gave the team time to correct early issues and adjust training before the largest group of advisors moved across. We discuss how improved intent capture and routing helped one team reduce misrouted calls by 60%. Clients reached the right advisor sooner, avoided repeated explanations, and could move toward a suitable debt solution faster. Advisors also began conversations in the right place instead of apologizing for delays or correcting the journey. Chris argues that contact center success cannot be judged through efficiency alone. StepChange examines whether clients understand their options, complete the advice journey, activate a sustainable plan, and continue toward becoming debt free. The circumstances remain difficult for many clients. Chris says approximately 28% are still in a negative budget after receiving advice, with an average monthly shortfall of around £600. Some conversations require time, empathy, and experienced human support. Around 85% of StepChange advice journeys now happen online. Digital access can offer privacy and flexibility, while advisors remain available for the emotional and complicated moments where a person needs reassurance. We also consider future plans for WhatsApp, web messaging, connected journeys, and AI-powered advisor support. Chris advises leaders to begin with genuine customer behavior rather than selecting a technology and searching for somewhere to use it. How can your contact center remove unnecessary effort while preserving the conversations where people most need to feel heard? Listen to the episode and share your thoughts with me.

Habitat Podcast #395 - In today's episode of The Habitat Podcast, we are back in the studio with Kasey Thren! We discuss: -His client base sits in sandy central Michigan soil, and he's learned to work with it, not against it. -He switched to a First Products no-till drill after decades of rototilling to save time. -He leans on Morgan Composting's Dairy Doo and humic acid instead of pricier synthetic fertilizer blends. -A simple wire utilization cage tells him instantly whether a property has an overbrowse problem. -He warns hinge cuts only survive about 50% of the time, even with perfect timing. -He calls windstorm-style clearcutting a "tornado effect" that jumpstarts natural deer food and cover. -His forester lets him rope off "retainer islands" inside clearcuts just for deer cover. -His rule for clients: if you kill a buck, shoot two does to keep herds balanced. -Boot hygiene is one of his biggest lessons — he's watched deer and coyotes avoid his scent trail on camera. -He started filming quick client videos so his kids could hear his voice if he's ever gone. And So Much More! Shop the New Native Seed Collection from Vitalize Seed here: ⁠https://vitalizeseed.com/collections/vitalize-native-product-line⁠ Use Code HABITAT26 and Get Your Plot Blaster Here: ⁠https://plotblaster.com/⁠ PATREON - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Patreon - Habitat Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Brand new HP Patreon for those who want to support the Habitat Podcast. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Patreon - Habitat Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Latitude Outdoors - Saddle Hunting: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/hplatitude⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Stealth Strips - Stealth Outdoors: Use code Habitat10 at checkout ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/stealthstripsHP⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Midwest Lifestyle Properties - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/3OeFhrm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vitalize Seed Food Plot Seed - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/vitalizeseed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Down Burst Seeders - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/downburstseeders⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 10% code: HP10 Morse Nursery - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://bit.ly/MorseTrees⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 10% off w/code: HABITAT10 Packer Maxx - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://bit.ly/PACKERMAXX⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ $25 off with code: HPC25 First Lite - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/3EDbG6P⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LAND PLAN Property Consultations – HP Land Plans: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LAND PLANS⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Leave us a review for a FREE DECAL - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://apple.co/2uhoqOO⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Morse Nursery Tree Dealer Pricing – ⁠info@habitatpodcast.com⁠ Habitat Podcast YOUTUBE - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCmAUuvU9t25FOSstoFiaNdg⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Email us: ⁠info@habitatpodcast.com⁠ habitat management / deer habitat / food plots / hinge cut / food plot Good luck this Fall and if you have a question yourself, just email us @ ⁠info@habitatpodcast.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Proper asset protection planning can make all the difference when a creditor, bank, or judgment puts your assets at risk.In this episode, Mat Sorensen and Mark J. Kohler share the full story of how planning completed in advance helped protect a KKOS Lawyers client from losing valuable assets. They also explain why asset protection works best before a legal or financial problem arises.Listen to the full episode to learn how the right tax, business, and legal strategies can work together to protect what you have built.Limited-Time Offer: New clients can save $200 on a Comprehensive Tax & Business Consultation with KKOS Lawyers.Book a call with our Client Advisor Team to get started:Book a Call HereGrab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For  Small Business Owners On Main Street America:  Main Street 360 Looking to connect with a rock star law firm? KKOS is only a click away! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification. Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohlerCraving more content? Check out my Instagram! 

Ariana Thacker is a chemical engineer, venture capitalist, and the founder and CEO of MoldCo, a health-tech platform addressing mold toxicity. After co-founding Conscience VC to invest in science-driven startups, Ariana launched MoldCo, inspired by her own health journey. Today, she leverages her technical expertise and investing background to pioneer data-driven, empathetic solutions for overlooked healthcare and environmental challenges. In this episode, chemical engineer Ariana Thacker, founder of MoldCo, breaks down how to test for mold exposure at home and in your body, why genetics (HLA haplotype) determine who actually gets sick, and how her company's affordable, virtual Shoemaker-protocol care gets 90%+ of patients significantly better.   RESOURCES: Learn more about Ariana here: https://www.moldco.com/ Instagram: @themoldcompany Get 10% off Peluva minimalist shoe with coupon code COACHTARA here: http://peluva.com/coachtara   CHAPTERS: 00:00 – Intro: Mold Toxicity & Guest Ariana Thacker 01:43 – Sponsor: Peluva Shoes Ad 03:30 – Interview Begins: Ariana's Mold Journey 04:21 – Her Symptoms: Brain Fog, GI Issues, Fatigue, Hair Loss 06:07 – Finding the Shoemaker Protocol & Key Biomarkers 06:43 – Founding MoldCo & the Scale of the Problem 08:30 – Why Doctors Miss Mold-Related Illness 10:47 – MoldCo's 3-Step Approach: Test, Diagnose, Treat 12:29 – Why Not Everyone Gets Sick: HLA Genetics 14:17 – Host's Story: Mold Hiding in a Client's Car 16:20 – Patient Outcomes: Symptoms & Recovery Rates 17:36 – Treatment Protocol: Meds, Supplements & Diet 18:46 – Environmental Warning Signs & Testing Methods 23:14 – Finding a Qualified Mold Inspector 25:04 – Industry Gaps & Wasted Money on Bad Care 26:40 – Higher Coaching, App & Retreats 31:41 – Cost, HSA/FSA & Insurance Coverage Push 33:49 – Getting Started with MoldCo Testing 35:49 – Dr. Shoemaker's Research & CIRS Origins   WORK WITH TARA: Are You Looking for Help on Your Wellness Journey? Here's how Tara can help you: TRY TARA'S APP FOR FREE: http://taragarrison.com/app INDIVIDUAL ONLINE COACHING: https://www.taragarrison.com/work-with-me CHECK OUT HIGHER RETREATS: https://www.taragarrison.com/retreats   SOCIAL MEDIA:  Instagram @coachtaragarrison TikTok @coachtaragarrison Facebook @coachtaragarrison Pinterest @coachtaragarrison   INSIDE OUT HEALTH PODCAST SPECIAL OFFERS: ☑️ Upgraded Formulas Hair Test Kit Special Offer: https://bit.ly/3YdMn4Z ☑️ Upgraded Formulas - Get 15% OFF Everything with Coupon Code INSIDEOUT15: https://upgradedformulas.com/INSIDEOUT15 ☑️ Rep Provisions: Vote for the future of food with your dollar! And enjoy a 15% discount while you're at it with Coupon Code COACHTARA: https://bit.ly/3dD4ZSv   If you loved this episode, please leave a review! Here's how to do it on Apple Podcasts: Go to Inside Out Health Podcast page: https://podcasts.apple.com/us/podcast/inside-out-health-with-coach-tara-garrison/id1468368093 Scroll down to the 'Ratings & Reviews' section. Tap 'Write a Review' (you may be prompted to log in with your Apple ID). Thank you!  

Clients ask us this all the time: how many policies do you actually have, how did you fund them, and do you really need more than one? In this episode, we go through our own systems and provide an overview of why we started each one, and the reasoning behind adding more. The post Why We Started Our Policies (and How We Funded Them) appeared first on Life Success Legacy.

Host Dennis Scully and BOH executive editor Fred Nicolaus discuss the biggest news in the design world, including new interior design legislation, why Boomers are buying bigger homes, and why some furniture companies are hiring AI employees. Later, Grant Bowen, founder of the owner's rep firm Peak Projects, joins the show.   This episode is sponsored by Joon LoloiLINKSPeak ProjectsBusiness of Home

Law firm marketing does not have to mean paid ads, aggressive sales tactics, or posting constantly online.  In episode 628 of the Lawyerist Podcast, Chad Fox talks with Aaron Thomas about marketing for lawyers who do not think of themselves as marketers. Aaron shares how he went from relying almost entirely on referrals to building a more intentional approach that helped grow his firm and bring in better-fit clients.  They explore why referral marketing is still marketing, how newsletters can keep firms visible, and why useful content often works better than a direct sales pitch. Aaron also explains how lawyers can build stronger referral networks, make their expertise easier to find, and outsource repetitive marketing tasks without hiring a full-time employee.  If you want to grow your firm without sounding salesy or turning marketing into a second job, this episode provides simple strategies you can begin using right away.  This episode is sponsored by Posh Virtual Receptionists. As Aaron explains, effective marketing is often less about selling and more about making it easier for the right clients to find, trust, and connect with your firm. Posh helps support that experience by answering calls, improving responsiveness, and helping law firms maintain consistent communication with prospective and current clients.  Learn more at https://posh.com/lawyerist/.  Listen to our previous episodes on Law Firm Marketing & Building Client Relationships.  #608: Business Development for Lawyers: Building Real Relationships That Lead to Clients, with Megan Senese Apple | Spotify | LTN  #603: Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy Apple | Spotify | LTN  #546: Unlock Law Firm Growth: AI Marketing Secrets, with Karin Conroy Apple | Spotify | LTN  #526: LinkedIn Mastery: Grow Your Law Firm NOW!, with Matthew Hunt 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.   Chapters / Timestamps  00:00 – Introduction  00:25 – What Happens When a Business Fully Unplugs  02:05 – Why Rest Belongs in Your Business Plan  12:15 – Meet Aaron Thomas  13:05 – Every Law Firm Is Already Marketing  15:05 – Finding More of the Right Clients  16:20 – Why Advertising Should Not Be Your First Move  17:40 – Marketing to Your Existing Network First  18:50 – Newsletters That Clients Want to Read  21:05 – Networking Without the Sales Pitch  21:55 – Creating Referral Partnerships with Other Lawyers  23:50 – Using Helpful Content to Build Authority  25:10 – Let Your Expertise Do the Selling  26:25 – Why Free Information Still Leads to Paid Work  28:30 – A Practical Starting Point for Overwhelmed Firms  29:50 – Outsourcing the Work That Never Gets Done  31:20 – How Basic Marketing Created Rapid Growth  32:55 – Closing Thoughts 

Paul Scott entered the high-stakes trading floor of the London Metal Exchange at just 16 years old, survived years of trading under survival-mode pressure, and turned old-school pit wisdom into lifelong success.
After starting with a three-month probation and carrying the weight of his father's legendary legacy, Paul developed a disciplined approach to the most volatile corner of the market: commodities and forex. Today, his edge is built on experience and his pit logic trading approach, using price and value to guide his decisions while human behavior gives him the confidence to take the trade.In this conversation, Paul pulls back the curtain on his Survival to Success Arc, sharing the specific setups that allowed him to survive and scale through market chaos. He breaks down the fundamentals of his strategy, the open outcry framework, and how he transitioned from trading under pressure to trading with total directional agnosticism. In this episode, we explore:• How Paul Scott Navigated 30+ Years of Volatility on the LME Trading Floor• Paul's start at 16 years old and trading under extreme physical and mental pressure• The mechanics behind his pit logic trading approach• Why Timeframe Doesn't Matter
 • Why every major trade should be simple enough to explain in one sentence• How Do the Big Money Trade?• The Traits Identified in Successful Students• His advice for beginner traders About Paul Scott:Paul is a veteran commodities and forex trader known for his raw, practical approach and deep generational knowledge. Starting with the guidance of his legendary father, Harry Scott, he has documented more than three decades of trading through massive market scandals and institutional shifts. He specializes in momentum strategies and order flow behavior, focusing on the intersection of horizontal value zones and trader psychology. Links + Resources:Website: https://paulscottfx.com/Youtube: https://www.youtube.com/@paulscott3066/videosLinkedIn: https://www.linkedin.com/in/paulscottfx/ Sponsor of Chat With Traders Podcast:Trade The Pool: http://www.tradethepool.com Time Stamps:
 Please note: Exact times will vary depending on current ads. 00:00 Why Technical Analysis Is Just Retail Noise 02:14 Being a Second-Generation Trader 06:36 The Pressure of Having a Trader Dad 07:48 What Was the Pit Really Like? 15:06 The Biggest Metal Scandal in History 21:00 Market Manipulation in the Digital Age 24:50 What Is Pit Logic? 31:56 Working with Goldman Sachs 37:05 Modern Retail Traders vs. Professionals 38:40 Can Traders Find Success Purely on Technicals? 44:00 Trading for a Client vs. Trading for a Company 42:55 Why Timeframe Doesn't Matter 47:42 Explain Your Trade in One Sentence 49:39 Thinking About What the Institutions Are Doing 54:04 How Do the Whales Trade? 1:01:20 Let's Talk About Capital Preservation 1:06:17 The Traits Identified in Successful Students 1:12:27 Is There a Trade That Stands Out to You? 1:20:18 What Is Your Advice to Your Younger Self? Trading Disclaimer: Trading in the financial markets involves a risk of loss. Podcast episodes and other content produced by Chat With Traders are for informational or educational purposes only and do not constitute trading or investment recommendations or advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Be honest with me for a sec: Have you ever said any of the following before reaching out to a client? "No one wants my pitches." "This is hard—and I'm just going to get a no." "This person doesn't even know me. This is basically spam." "There's an easier way. I'll just use those job bidding sites." As a business owner, I can tell you that all of this negative self talk is not only dangerous, it's just not true.  When you send an email packed with value (CCA students, you know what I'm talking about), business owners are grateful. They may not reach back out, but I can tell you they save your emails (I've got a few I've saved for upcoming projects!). So, if you've ever said any of these, you need to listen to this episode now. --------------- Get Free Copywriting Training here 

“Organizational culture doesn't come from words on the wall, but culture depends on what gets rewarded, what gets tolerated, and what gets quietly punished when nobody is watching the wall.” In this solo episode, Meg Rentschler explores why organizations often act against their stated values when under pressure. Meg defines culture through practices that are modeled and measured, offering coaches five diagnostic questions closely related to the Five Practices of Exemplary Leadership. She shares a client story, along with a “Say-Do Audit” tool to identify whether company values are genuinely lived or simply fiction. Join us to learn more!Show Highlights:A working definition of culture that makes senseSee the gap and close the gap. Five questions and how they match with the Five Practices of Exemplary Leadership:“What happened the last time someone on this team disagreed with a decision publicly?” (This aligns with “Enable others to ask questions.”)“What's something everyone on this team knows is true, but no one says aloud?” (This exposes the “Model the way” failure.)“Regarding the last person promoted here, what behavior got them promoted?” (This is a “Challenge the process” question in disguise.)“When was the last time this team missed a deadline or made a mistake? What happened next?” (This tests the “Encourage the heart” practice.)“If a brand new employee shadowed this team for one week, what would they conclude actually matters here?” (This is an “Inspire to shared vision” check.)Client examples from Meg about innovation vs. compliance“Your highest value in organizational culture work is not as a mural painter but as a mirror.”How to use the “Say-Do Audit” of an organization's stated valuesThe key is to let the team recognize and sit with the gap before moving to action. Resources:Connect with MegExplore our mentor program! Now enrolling for Fall 2026! Click here for more information!Learn more about the STaR Coach Community. We would love for you to join us!Explore past episodes and other resources at www.STaRcoachshow.com. Mentioned in this episode:Mentor ProgramIf you're working toward your ACC or PCC credential, or if it's time to recertify your ACC mentor, coaching isn't just a requirement on a checklist. It's one of the most transformative investments you can make in yourself and your coaching. I've taught or mentored over 2000 coaches, and I hear the same thing again and again. I came because I had to, and I am so glad that I did. Coaches tell me they walk away with renewed energy, deeper confidence and a community of peers who genuinely support each other. Here's what you need to know right now. Mentor coaching must span a minimum of three months, so the time to start is not when your credential is just about to expire. And if you complete your hours in 2026, you get ahead of the upcoming ICF changes, which means peace of mind along with skill development. My fall cohort is already filling up. Every group is capped at ten. It's small, personal, and powerful. If you've been waiting for the right time, this is it. So head over to Star Coach Show. That's https://starcoachshow.com/mentor/ to grab your spot or to learn more. I'd love to work with you. Now, let's get into today's show.

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