Podcasts about client care

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26022223-39570001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Regulatory Compliance & Consumer Protection 0.25 Professionalism and Ethics In this episode, Rocksy speaks with Jonathan Christie, Managing Director at Oreana Partnerships. They explore how Oreana Partnerships has evolved as a specialist, technology‑led, advice‑focused licensee and capital partner, which supports mature, predominantly pre‑retiree/retiree advice practices with governance, AI-enabled efficiency, succession and growth/acquisition strategies while maintaining a tightly curated, profitable national network. Jonathan Christie LinkedIn: https://www.linkedin.com/in/jonathan-christie-a8807561/ Oreana Partnerships Website: https://oreanapartnerships.com.au/ Explore the road less travelled at https://ensombl.com/go/20260224 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-26022402-34340001 0.25 Technical Competence 0.25 Client Care and Practice Recorded live at the Ensombl Retirement Xchange in Melbourne, James asks attendees what their “aha moments” from the event were, and gets their insights on improving human-centered advice, the client review processes, and intergenerational retirement planning, while exploring how longevity products and AI-enabled tools can better support clients' spending, legacy, and overall experience. For a simpler, faster way to write risk visit https://ensombl.com/go/20260225 General Disclaimer – https://www.ensombl.com/disclaimer/

Client care is often treated like an afterthought in coaching and transformational businesses — but in reality, it's one of the most powerful drivers of client success, referrals, renewals, and long-term business sustainability. In this special episode of the Coaching Revolution Podcast, Joanna is joined by Caitlin Fitzgordon, Client Care Coordinator and Program Manager at Applied Depth Institute, for an honest, behind-the-scenes conversation about what extraordinary client care really looks like — and why it matters far more than most people realize. In This Episode, You'll Explore: Why client care is not just logistics — and how it directly impacts client outcomes What it truly means to run a high touch coaching business, even with large groups The energetic foundations of exceptional client care (it starts from the inside out) How mission-driven teams create better client experiences — naturally The link between excellent client care, renewals, referrals, and reputation How high touch strategies prevent clients from slipping through the cracks Common client care pitfalls — and how to repair missteps with integrity and care How thoughtful onboarding, organization, and responsiveness build trust and safety This episode offers both philosophy and practical insight into how client care can be done with heart and excellence. If this conversation resonates, you'll walk away inspired to look at your own client care through a new lens — and to see it not as an obligation, but as one of the most meaningful parts of your work.   If this episode resonated, I'd love to hear from you—send me a note or share what landed. Leave a rating or review if you enjoy the podcast. It truly helps this work reach more coaches who need these conversations. Share this episode with a friend or colleague who might be struggling with visibility or self-judgment—they may feel deeply seen. Sacred Depths — If you want deeper support with fear, resistance, visibility, and becoming a more grounded, masterful practitioner, you can learn more about Sacred Depths in the show notes. Free Masterclass: How to Help Clients Get Off the Wheel of Self-SabotageA practical, compassionate framework for helping clients move out of stuck patterns—without forcing or fixing.  

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26021923-48220001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics This week, Ben speaks with Sam Perera, Director at Perera Crowther Financial Services. They unpack how advisers can build a thriving, client‑centric life insurance business - covering mentoring, mental health, underwriting realities, and why now is a prime time to re‑embrace risk advice in Australia. Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/ Perera Crowther Website: https://www.pereracrowther.com.au/ Ben Donald LinkedIn: https://www.linkedin.com/in/ben-donald-a0363b78/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20260223 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26021804-40420001 0.25 Technical Competence 0.25 Professionalism and Ethics 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice This week, Pat speaks with Aaron Breed, Product, Automation and Implementation Lead at rubica. They discuss how their shared “tell your story once” philosophy is driving the design of rubica's API‑first, AI‑ready CRM and operations platform - using custom forms, entity maps, and deep integrations (e.g. Teams, Microsoft, Salesforce) to unify client data, automate workflows, and deliver scalable, high‑quality advice experiences. Aaron Breed LinkedIn: https://www.linkedin.com/in/aaron-breed/ rubica Website: https://rubica.au/ Aaron's previous episode: https://ensombl.com/podcasts/advicetech110/ Between Meetings with Matt Heine – Discover a podcast for wealth professionals: https://ensombl.com/go/20260220 General Disclaimer – https://www.ensombl.com/disclaimer/

Do you get better at listening to the Holy Spirit as you get older?  I do!!  What I once didn't even notice is now as plain as day.  Does that mean I'm getting more wisdom?  I hope so!!  Today, you'll hear me talk about a recent nudge I had to reach out to someone.  Did it make a difference?  GOD made a difference!  Reach Out to Me:Website: www.dontignorethenudge.comPatreon: www.patreon.com/dontignorethenudgeIG: @dontignorethenudgepodcastPrivate FB group to WATCH interviews: www.dontignorethenudge.com/facebook__________________________________________________________________________________________Business/Personal Coaching with Cori:www.corifreeman.com(951) 923-2674

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26021522-54170001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Regulatory Compliance & Consumer Protection 0.25 Tax (Financial) Advice This week, Rocksy is joined by Rob Coyte, CEO of Shartru Wealth Management. They explore his career journey, the origins and philosophy of Shartru Wealth as a licensee, how their “Shartru Way” best‑of‑breed model, technology, and back‑office support help small advice firms run profitable, client‑centric businesses. Rob Coyte LinkedIn: https://www.linkedin.com/in/robcoyte/ Shartru Wealth Website: https://www.shartruwealth.com.au/ Explore the road less travelled at https://ensombl.com/go/20260217 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26021300-33020001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Tax (Financial) Advice As access to private markets expands beyond institutions, host Kieran Berry is joined by Adam Myers, Executive Director at Pengana Capital, to demystify private equity and its role in modern portfolios. They explore how PE works - from venture and growth to buyouts - along with the realities of capital calls, liquidity constraints, and the importance of manager selection and diversification. With allocations rising among endowments and family offices, this episode helps advisers and sophisticated investors understand when private equity makes sense - and the trade-offs required to capture its long-term return potential. Adam Myers LinkedIn: https://www.linkedin.com/in/adam-myers-7591751/ Kieran Berry LinkedIn: https://www.linkedin.com/in/kieranberry/ For investors seeking exposure to some of the world's leading private companies via a single ASX trade, learn more at https://ensombl.com/go/20260216 Pengana Disclaimer - https://ensombl.com/penganadisclaimer/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26021201-15270001 0.25 Technical Competence 0.25 Professionalism and Ethics 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice In this week's episode, Pat speaks with Clinton Cunningham, CEO at AdviseWell. They discuss how AI is rapidly evolving from simple file-note tools into agentic, end‑to‑end “intelligence layers” that orchestrate advice workflows across tech stacks, what large US/UK firms are doing, and how advisers can practically experiment with and adopt these tools in 2026. Clinton Cunningham LinkedIn: https://www.linkedin.com/in/clintoncunningham/ AdviseWell Website: https://www.advisewell.co/ Previous Episode: https://ensombl.com/podcasts/advicetech111/ Between Meetings with Matt Heine – Discover a podcast for wealth professionals: https://ensombl.com/go/20260213 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26021004-09270001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Regulatory Compliance and Consumer Protection Cathy is a Financial Adviser at Pollock Financial Planning. She and James discuss her career change from medical indemnity BDM to financial advice, her education journey and COVID-era licensing challenges, and her current role at Pollock Financial working within a shared-client, retiree-focused advice model that emphasises collaboration and current tech to support scalable, consistent client service. Cathy Kayess LinkedIn: https://www.linkedin.com/in/cathykayess/ Pollock Financial Planning Website: https://www.pollockfinancialplanning.com.au/ For a simpler, faster way to write risk visit https://ensombl.com/go/20260212 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26020823-36020001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Regulatory Compliance & Consumer Protection 0.25 Professionalism and Ethics In this episode, Rocksy is joined by Sam El Shammaa, CEO & Managing Director at Finchley & Kent. He discusses his personal and professional journey, the deliberate, values-led growth and service model of Finchley & Kent, and his optimistic outlook on the future of financial advice and adviser communities. Sam El Shammaa LinkedIn: https://www.linkedin.com/in/yselshammaa/ Finchley and Kent Website: https://www.finchleyandkent.com.au/ Marloo Website: https://www.gomarloo.com/au Explore the road less travelled at https://ensombl.com/go/20260210 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26020523-40390001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this first episode, Ben Donald is joined by Adam Crabbe, Risk Strategy Specialist at Zurich and Katherine Hayes, Director and Financial Advisor at Hayes & Co Insurance Services. They explore how financial planners can more confidently and profitably re‑engage with life insurance - especially risk and claims work - by using pre‑assessment tools, streamlined health questionnaires, and collaboration with risk specialists and insurers to better serve clients amid industry change. Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Insurance Services Website: https://hcis.com.au/ Ben Donald LinkedIn: https://www.linkedin.com/in/ben-donald-a0363b78/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20260209 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26020503-34590001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice In this episode, Pat speaks with Lachlan Brien, Consultant & Director at OnReport. They discuss how advice firms can turn fragmented data into actionable insights using Power BI, CRM as a source of truth, effective dashboard design, data quality and integrations, and the evolving role of AI in analytics. Lachlan Brien LinkedIn: https://www.linkedin.com/in/lachlan-brien-905b5a123/ OnReport Website: https://onreport.com.au/ Between Meetings with Matt Heine – Discover a podcast for wealth professionals: https://ensombl.com/go/20260206 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-26020323-22010001 0.25 Professionalism and Ethics 0.25 Client Care and Practice In this solo podcast episode, James explains how he creates and distributes short-form social media videos, how those videos drive inquiries into his business via a structured Calendly workflow, and how his team manages new-client allocation and ongoing client handovers among advisers to scale sustainably. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: https://www.tiktok.com/@iamjameswrigley Instagram: https://www.instagram.com/iamjameswrigley/ First Financial Website: https://firstfinancial.com.au/ For a simpler, faster way to write risk visit https://ensombl.com/go/20260205 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26012923-38480001 0.75 Client Care & Practice 0.25 Professionalism and Ethics As markets test investor nerves and emotions drive decision-making, host Kieran Berry is joined by Jess Brizuela (Allied Wealth) and Dan Miles (Innova Asset Management) to unpack how behavioural biases shape investing - and how advisers can respond in practice. From loss aversion and fear of running out of money to overconfidence in bull markets, the conversation explores why biases can't be eliminated, only managed. With real-world examples on risk framing, portfolio structure, mental accounting, and client communication, this episode offers advisers practical tools to reduce panic, set realistic expectations, and help clients stay the course when it matters most. Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ Jessica Brizuela LinkedIn: https://www.linkedin.com/in/jessica-brizuela-53aa751a1/ Allied Wealth Website: https://www.alliedwealth.com.au/ Kieran Berry LinkedIn: https://www.linkedin.com/in/kieranberry/ Explore Innova's behavioural investing approach at https://ensombl.com/go/20260202 General Disclaimer – https://www.ensombl.com/disclaimer/

Law school prepares students to think like lawyers, but it often leaves them without a clear picture of what comes next. Zack Glaser sits down with Jocelyn Hardrick to explore how mentorship, pipeline programs, and practical guidance can help first-generation and nontraditional students bridge the gap between legal education and real-world practice.  They unpack the challenges students face when they lack exposure to legal careers, the importance of writing and bar preparation support, and how community and accountability shape confidence during the transition into the profession. The episode highlights how intentional mentorship and community support can reduce uncertainty, build confidence, and create clearer pathways into the legal profession.  Listen to our other episodes on mentorship, mindset, and professional development.   Episode #596 — The Athlete's Mindset for Lawyers, with Jess Sargus Apple | Spotify | LTN  Episode #592 — Client Care, Culture, and Character: A Framework for Great Leaders, with William O'Neal Apple | Spotify | LTN  Episode #588 — Practice Smarter, Not Harder: 411 Tips for Modern Lawyers, with Jordan Couch Apple | Spotify | LTN  Episode #576 — How Sponsorship, Empathy, and Failure Shape Great Leaders, with Michael Cohen 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. Links from the episode: https://www.journeytoesquire.com/  Chapters:  00:00 – Introduction  01:45 – Why the Path Into Law Isn't Clear  06:10 – Meet Jocelyn Hardrick  08:25 – What Journey to Esquire Does  12:40 – First-Generation and Nontraditional Barriers  17:30 – Mentorship vs. Sponsorship  21:55 – Writing, Bar Prep, and Practical Skills  26:40 – Building Confidence Through Community  31:20 – Advice for New and Aspiring Lawyers  34:10 – Closing Thoughts 

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26012904-23010001 0.25 Technical Competence 0.25 Professionalism and Ethics 0.25 Client Care and Practice This week, Pat is joined by Rob Jones, Founder at Peloton Partners. They discuss how Peloton Partners evolved from spreadsheet-based consulting to the YourLeadOut technology platform to help advice firms price their services more fairly, consistently, and profitably by quantifying both tangible and intangible value, leveraging data, benchmarks, and emerging AI. Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/ Peloton Partners Website: https://www.pelotonpartners.com.au/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20260130 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26012622-26500001 0.25 Client Care & Practice 0.75 Technical Competence As 2025 defied many investor fears, host James Whelan is joined by Vern du Preez (Orbis Investments) and Daniel Kelly (Viola Private Wealth) to reflect on what shaped markets over the year and what to watch heading into 2026. They unpack market resilience, the reality of AI's economic impact, and standout performances across equities, gold, and silver - while challenging assumptions around recession risks, interest rates, and US dominance. With opportunities emerging beyond mega-cap tech, they highlight the case for diversification across regions, sectors, and asset classes, offering advisers practical insights to reassess portfolios and guide clients with discipline and adaptability into the year ahead. Vern du Preez LinkedIn: https://www.linkedin.com/in/wernerdupreez/ Daniel Kelly LinkedIn: https://www.linkedin.com/in/daniel-kelly-cfa-b699b962/ Viola Private Wealth Website: https://www.violaprivatewealth.com.au/ Orbis Investments Disclaimer: https://ensombl.com/orbisdisclaimer/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Prepare your clients for a new investing dawn. Discover more: https://ensombl.com/go/20260128 General Disclaimer – https://www.ensombl.com/disclaimer/

You don't really know how alone you are after a wreck until the insurance company starts talking. In this episode of Sharkpreneur, Seth Greene interviews Darrell Burrow, a Bankruptcy and Personal Injury Attorney at Burrow & Associates, who shares what he's learned over nearly 30 years representing injured people in Georgia. Darrell explains why insurance companies aren't there to “do the right thing,” why most people leave money on the table, and what to do in the critical moments after a wreck. He also discusses building a values-driven law firm, fostering a culture of client empathy, and preparing the next generation of attorneys to carry the torch. Key Takeaways:→ The first call you should make after a car crash or personal injury is 911.→ Photos at the scene can become critical evidence.→ Documenting injuries immediately can make or break a claim.→ If the police don't file a report, Burrow & Associates can help by using a self-report form to create an official record.→ Making sure each client has an excellent experience is intentional, as most clients are often scared and overwhelmed. Darrell Burrow is an accomplished attorney with over 30 years of experience helping individuals and families navigate personal injury and bankruptcy cases. Born in Alabama and raised in Virginia, he earned his J.D. from the University of Alabama in 1992 and began his career clerking for Judge John Bush. In 1996, with the support of his wife, Darrell opened his own practice in Atlanta, which has since expanded to multiple offices across Georgia. Over the course of his career, he has successfully handled more than 30,000 cases, earning a reputation as a trusted advocate and advisor. Beyond the courtroom, Darrell is a devoted family man who values faith, fitness, and the outdoors. Whether boating, golfing, or camping under the stars with his children, he embraces life with a spirit of adventure while remaining deeply committed to his clients and community. Connect With Darrell:Website: https://legalatlanta.com/Instagram: https://www.instagram.com/burrowassociatesllc/X: https://x.com/burrow_assocLLCFacebook: https://www.facebook.com/profile.php?id=100063763112141LinkedIn: https://www.linkedin.com/company/burrow-associates-llc/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26012202-03130001 0.25 Regulatory Compliance and Consumer Protection 0.50 Client Care and Practice In this episode, Patrick speaks with Martin Morris and Sandeep Rao from Engagement Hub. They discuss how Engagement Hub has transformed into a comprehensive, AI-enhanced platform for advisers and clients, with a focus on improved engagement, compliance, and future plans for broader adoption and dealer group integration. Martin Morris LinkedIn: https://www.linkedin.com/in/martin-morris-182a902/ Sandeep Rao LinkedIn: https://www.linkedin.com/in/sandeep-rao-problemsolver/ Engagement Hub Website: https://www.engagementhub.net/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20260123 General Disclaimer – https://www.ensombl.com/disclaimer/

From overwhelmed beginnings to unstoppable clarity, this episode explores how systems, AI, and purpose helped Emily Terrell build freedom, alignment, and long-term success without sacrificing family or values.See article: https://www.unitedstatesrealestateinvestor.com/from-overwhelmed-to-unstoppable-through-systems-ai-and-purpose-with-emily-terrell/(00:00) - Welcome to The REI Agent Podcast(00:32) - Introducing Emily Terrell and Episode Focus(01:00) - Emily's Background and Where She Is Based(02:00) - From Stay-at-Home Mom to Licensed Agent(03:40) - Entering Real Estate and Early Career Lessons(05:10) - Transitioning Into Coaching and Speaking(06:50) - Building a Team and Stepping Out of Production(08:20) - Systems Over Hustle in Real Estate Businesses(09:50) - Why Most Agents Struggle With Organization(11:10) - Using AI to Systemize Daily Tasks(13:00) - Delegation, ROI, and Buying Back Time(15:00) - Developing Better Habits With AI Tools(16:50) - Using AI in Everyday Life Beyond Work(18:30) - Integrating AI With CRMs and Follow-Up(20:20) - The Future of AI, Automation, and Client Care(22:10) - Emily's Corporate Career Before Real Estate(24:00) - Motherhood, Guilt, and Building a Business(26:10) - Balancing Family, Childcare, and Work Growth(28:30) - Prioritizing Family Without Sacrificing Success(30:00) - Life Today, Travel, and Speaking Nationwide(31:40) - Golden AI Advice for Agents and Entrepreneurs(33:00) - Book Recommendation and Negotiation Philosophy(34:40) - Millennial Buyers and Modern Decision-Making(36:00) - Where to Find and Connect With Emily Terrell(36:45) - Final Thoughts and Episode Wrap-UpContact Emily Terrellhttps://coachemilyterrell.com/https://www.facebook.com/emily.terrell.946/https://www.instagram.com/coachemilyterrell/https://www.linkedin.com/in/emily-terrell-a05704a3/If this conversation sparked something in you, remember this: clarity creates confidence, systems create freedom, and purpose keeps you moving forward. Start building the life you want today. Visit https://reiagent.com

I don't know about you, but I like to start the year with some quick wins. Small, cost-free changes that will make a big impact on profitability. So that's what we're going to do in the last MARShow of the year. We will be looking at what's working right now and bringing four things you can do to improve your productivity, to your attention. We'll have several tips (example in brackets below) for each of the following: - ✅ Delivery – where you make the placements (One way to make more revenue from your existing team) ✅ Sales & marketing – where you attract the best prospects and convert them into clients (One way to speak with high-value decision makers who you normally can't reach) ✅ Client Care – where you max out your revenues and keep the competition at bay (How to find out your real USPs in just a few minutes) ✅ The Team – the people who actually do the work. (When you can safely hire a new member of the team) We want to make it easy for you to make the changes we suggest and see a benefit, fast. No special skills, no deep experience and no fancy tools or training required. Right now, we have more than four things share so who knows, maybe we'll sneak in a bonus tip too.

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25121203-06290001 0.25 Client Care & Practice 0.50 Technical Competence As retirement needs become more dynamic, James Whelan is joined by Patrick Clarke (Generation Life) and James Kingston (BlackRock) to unpack the rise of investment-linked lifetime income products. They explore how advisers can balance growth and risk, manage longevity concerns, and help clients spend with confidence in retirement. With insights into tools like BlackRock's Aladdin and Generation Life's Retirement Income Optimiser, this episode shows how technology and modern product design are reshaping retirement strategies for better client outcomes. Patrick Clarke LinkedIn: https://www.linkedin.com/in/patrick-clarke-36796119/ James Kingston LinkedIn: https://www.linkedin.com/in/jpk245/ BlackRock Website: https://www.blackrock.com/au To learn more visit https://ensombl.com/go/20251215 General Disclaimer – https://www.ensombl.com/disclaimer/

Episode 592 of the Lawyerist Podcast shows how strengthening your leadership can become the most reliable lever for firm growth. Stephanie Everett and service expert William O'Neal break down the communication habits, value alignment, and client-experience systems that help teams build trust faster, reduce friction, and perform at a higher level.  William shares his Five Essentials of Leadership, unpacking why rapport drives efficiency, how consistent service builds loyalty, and what it takes to design a client journey your team can deliver every single day. They also explore the hidden costs of poor communication, the power of service recovery, and practical ways leaders can create more stability for both clients and staff.    Links from this episode:  https://www.williamoneal.com/    Listen to our previous episodes about Client Experience & Relationships.   #462: Designing an Empathetic Client Experience, with Kirk Simoneau Apple | Spotify | LTN   #347: How a Client Happiness Coordinator Increased My Firm Referrals & Reviews, with Ryan McKeen & Brittany Green Apple | Spotify | LTN   #338: Reframing Your Client Experience, with Spencer Keys Apple | Spotify | LTN   #271: Client‑Centered Law Firms, with Jack Newton 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 – Intro  05:12 – Meet William O'Neal  06:15 – Leading with Joy  07:51 – Five Essentials of Leadership  09:01 – Heart for Service  12:41 – Knowing Your Value  14:07 – What Clients Want  16:35 – Building Rapport & Trust  18:55 – Culture & Consistency  20:30 – Empathy in Client Experience  22:10 – Lessons from Chick-fil-A  24:09 – Service Recovery  25:31 – Feedback & Improvement  27:36 – Adapting to Change  29:29 – Small Acts, Big Trust  30:18 – Learn More + Closing 

Episode 592 of the Lawyerist Podcast shows how strengthening your leadership can become the most reliable lever for firm growth. Stephanie Everett and service expert William O'Neal break down the communication habits, value alignment, and client-experience systems that help teams build trust faster, reduce friction, and perform at a higher level.  William shares his Five Essentials of Leadership, unpacking why rapport drives efficiency, how consistent service builds loyalty, and what it takes to design a client journey your team can deliver every single day. They also explore the hidden costs of poor communication, the power of service recovery, and practical ways leaders can create more stability for both clients and staff.    Links from this episode:  https://www.williamoneal.com/    Listen to our previous episodes about Client Experience & Relationships.   #462: Designing an Empathetic Client Experience, with Kirk Simoneau Apple | Spotify | LTN   #347: How a Client Happiness Coordinator Increased My Firm Referrals & Reviews, with Ryan McKeen & Brittany Green Apple | Spotify | LTN   #338: Reframing Your Client Experience, with Spencer Keys Apple | Spotify | LTN   #271: Client‑Centered Law Firms, with Jack Newton 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 – Intro  05:12 – Meet William O'Neal  06:15 – Leading with Joy  07:51 – Five Essentials of Leadership  09:01 – Heart for Service  12:41 – Knowing Your Value  14:07 – What Clients Want  16:35 – Building Rapport & Trust  18:55 – Culture & Consistency  20:30 – Empathy in Client Experience  22:10 – Lessons from Chick-fil-A  24:09 – Service Recovery  25:31 – Feedback & Improvement  27:36 – Adapting to Change  29:29 – Small Acts, Big Trust  30:18 – Learn More + Closing  Learn more about your ad choices. Visit megaphone.fm/adchoices

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25121000-36070001 0.25 Technical Competence 0.50 Client Care and Practice Stuart is a Financial Adviser at Verse Wealth. He and James discuss Verse's structured client experience, their use of tech, the firm's team-based culture and growth, Stuart's path from associate to adviser, and how he's building his client base while shaping the next stage of his career. Stuart Ruddick LinkedIn: https://www.linkedin.com/in/stuartruddick/ Verse Wealth Website: https://www.versewealth.com.au/ Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251211 General Disclaimer – https://www.ensombl.com/disclaimer/

Send us a textIn this episode of the Modern Arizona Podcast, attorney Billie Tarascio sits down with Legal Paraprofessional Sandy Bauer of Modern Law to explore her journey, her work, and the heart behind family law practice.Sandy has spent more than 22 years in the legal field, including over a decade as a senior paralegal before earning her LP license in 2024. Today, she helps clients through divorces, parenting time issues, child support matters, and major family transitions with a calm, empathetic, and highly experienced approach. Outside of work, Sandy enjoys gardening, bird-watching, travel, audiobooks, and her family's own book club.Topics discussed in this episode include:• Sandy's transition from paralegal to licensed practitioner• Why LPs are important for access to justice in Arizona• Lessons learned from 20+ years of family law experience• Navigating court, mediation, and modern family law changes• Real-world cases involving parenting time, paternity, and complex family dynamicsWhere to find Sandy:Email: sandy.bauer@mymodernlaw.comLinkedIn: https://www.linkedin.com/in/sandy-bauer-/Modern Law: https://mymodernlaw.com/our-team/sandra-l-bauer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25120723-44340001 0.25 Technical Competence 0.25 Client Care and Practice 0.50 Regulatory Compliance & Consumer Protection In this episode, Rocksy is joined by Conaill Keniry, Managing Director, Responsible Manager at Cobalt Advisers. He shares his journey from starting his own license to building a community-focused, adaptable licensee that prioritises adviser support, culture, networking, and real-world business solutions in the evolving advice industry. Conaill Keniry LinkedIn: https://www.linkedin.com/in/conaill-keniry-b8022a14 Cobalt Advisers Website: https://cobaltadvisers.com.au/ Beryllium Advisers Website: https://berylliumadvisers.com.au/ What If Advice Website: https://whatifadvice.com.au/ The Adviser Games: https://www.theadvisergames.com.au/ Explore the road less travelled at https://ensombl.com/go/20251209 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120501-46150001 0.25 Client Care & Practice 0.50 Technical Competence As retirees face more complex income needs, host Amie Baker is joined by David Hutchison (AMP) and Kane Hansen (True North Lifestyle) to explore how advisers can build resilient, client-focused retirement portfolios. They break down risk profiling, income-stream design, and the shift toward managed accounts - highlighting North's bespoke solutions and the role of defensive assets in managing sequencing risk. The conversation also covers lifetime products for Centrelink advantages and why early planning is essential for stronger retirement outcomes. Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ David Hutchison LinkedIn: https://www.linkedin.com/in/davidkhutchison/ Kane Hansen LinkedIn: https://www.linkedin.com/in/kanehansen/ True North Lifestyle Website: https://www.truenorthlifestyle.com.au/ Become a MyNorth Lifetime Master: https://www.northonline.com.au/adviser/insights/become-a-mynorth-lifetime-master Find out more about North's high-quality investment options: https://ensombl.com/go/20251208 General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Megs sits down with Samantha Camastro of @loulabeautyny — to talk about building a thriving brow + lash business through kindness, client care, smart boundaries, and a true luxury experience.Samantha shares her journey from BOCES cosmetology student to multi-service artist, educator with @elleebana, and owner of a beautiful four-room studio in Armonk, NY. She opens up about balancing services with teaching, why policies should never feel like punishment, and how personal connection is the real secret to long-term success in the beauty industry.

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120201-51390001 0.25 Client Care & Practice 0.25 Professionalism and Ethics 0.25 Technical Competence This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group's evolution, practical AI applications in advicetech, the development and success of Advice Designer, strategic industry partnerships, and plans for future platform enhancements and integrations. Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/ Finura Group Website: https://finuragroup.com/ Advice Designer Website: https://www.advicedesigner.com/ Disrupting the first reported AI-orchestrated cyber espionage campaign Article: https://www.anthropic.com/news/disrupting-AI-espionage The WealthTech Insider Podcast: https://finuragroup.com/podcast/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251205 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120223-22240001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Professionalism and Ethics Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser to managing director at Rising Tide, the business's journey toward holistic advice, team development, client handovers, and ongoing plans for strengthening their specialised services. Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/ Rising Tide Website: https://risingtidefinancial.com.au/ Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251204 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25112722-17460001 0.25 Client Care and Practice In this episode, Neil is joined by Alexander Cousley and Samantha Foster from Russell Investments. They discuss their new Private Market Managed Account for retail investors, its portfolio construction, manager selection, liquidity features, and upcoming platform launch in Australia. Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/ Alexander Cousley LinkedIn: https://www.linkedin.com/in/alexander-cousley-cfa-a10b81109/ Samantha Foster LinkedIn: https://www.linkedin.com/in/samanthafoster/ Russell Investments Website: https://russellinvestments.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112623-46520001 0.50 Client Care & Practice 0.25 Technical Competence This week, Pat speaks with Allan Whatmore, Founder and CEO at GSA. He discusses how GSA uses AI-driven systems and tailored content to automate, nurture, and optimise client acquisition for advisers and professional services firms. Allan Whatmore LinkedIn: https://www.linkedin.com/in/allanwhatmore/ GSA Website: https://www.growthstudioagency.com/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251128 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25112523-24230001 0.25 Client Care and Practice 0.25 Professionalism and Ethics Paul is a Financial Adviser at First Financial. He reflects on his career progression from aspiring adviser to part-owner at First Financial, the evolution of client relationships, mentorship, and professional development within both small and large practices. Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127 First Financial Website: https://firstfinancial.com.au/ Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251127 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-42360001 0.25 Client Care & Practice 0.50 Technical Competence In this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional Fund Advisors, and David Price, Founding Director and Owner at Strategy First Financial Planning. They discuss the importance of maintaining a disciplined, systematic investment philosophy and strong client relationships to navigate changing markets and avoid common pitfalls. Slava Platkov LinkedIn: https://www.linkedin.com/in/slava-platkov-84564a1b/ David Price LinkedIn: https://www.linkedin.com/in/david-price-031a752/ Strategy First Website: https://www.strategyfirst.com.au/ For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20251126 General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, natural hair specialist and educator Kayli Nicole shares how she rebuilt her career from Texas to DC, created a waitlist before she ever arrived, and transformed her business through content, clarity, and courage.Her story is a masterclass in resilience, navigating debt, rebuilding financial confidence, and intentionally growing a client base.Follow/subscribe to be the first to know when new episodes are released. Like what you hear? Leave us a review!Key Takeaways:

Alex Markowitz, a former Merrill advisor, shares how independence gave him freedom to build a firm defined by empathy, collaboration, and a “financial physician” approach to client care.

Kortney Wilson shares how she turned a flooded home into a thriving career, proving that with courage, focus, and authenticity, anyone can reinvent their life and build lasting success in business and beyond.See full article: https://www.unitedstatesrealestateinvestor.com/from-country-music-to-real-estate-mastery-the-art-of-reinvention-with-kortney-wilson/(00:00) - Introduction to The REI Agent Podcast(00:12) - Mattias Welcomes Guest Kortney Wilson(00:36) - From Country Music Dreams to Real Estate Success(02:05) - How a Flooded Home Sparked a Life-Changing Flip(03:42) - Entering Real Estate and Discovering Her True Path(05:20) - From Flipping to HGTV Fame with Masters of Flip(06:58) - The New Show: Life is Messy and Helping Homeowners Heal(08:40) - Mattias Shares His Musical Side(09:10) - Rediscovering Creativity and Balance(10:32) - Burnout, Balance, and Building a Sustainable Career(12:20) - Why Kortney Doesn't Believe in “Balance”(13:46) - Reigniting Passion for Real Estate(15:10) - The Challenge of Managing Multiple Brands(16:35) - When Followers Think You've Left Real Estate(18:04) - Hiring Help and Learning to Let Go(19:30) - Why Every Agent Needs a Social Media Manager(20:52) - Creating Content and Confidence on Camera(22:24) - Planning, Batching, and Staying Consistent(23:56) - Time Blocking and Realtor Productivity(25:18) - Communicating Even When There's “No Update”(26:40) - The Power of Consistency and Client Care(28:02) - Advice to Aspiring Realtors: Want It—But Have a Plan(29:22) - Building Relationships Before Transactions(30:16) - Book Recommendations That Changed Her Life(31:20) - Lessons from Mistakes and Growth in Real Estate(32:10) - Where to Find Kortney Wilson Online(32:40) - Closing Remarks and OutroContact Kortney Wilsonhttps://allthingskortney.com/Kortney Wilson showed us that success isn't about avoiding failure but embracing change with courage and consistency. Keep believing, keep building, and for more inspiration, visit https://reiagent.com

This week's episode brought to you by IMAGEN Ai.This week, Miles and Jared sit down with Michelle Harris, luxury destination wedding photographer, Sigma ambassador, and powerhouse educator behind M Harris Studios, Laila Chanel Studios, and the 2K+ M Harris Hustlers community.From founding multiple brands to raising her daughters as a single mom and teaching thousands of photographers worldwide, Michelle has become a voice of confidence, community, and unapologetic hustle in an industry that often confuses success with perfection.In this conversation, Michelle opens up about the lessons she's learned building associate teams in D.C. and Atlanta, creating systems for sustainable growth, and redefining what “hustle” really means. You'll hear the heart behind her education, the real story of how her Master the City workshops started, and how she built a business that genuinely serves people while raising a family.Plus, Michelle shares practical steps for managing clients, creating emotional connection, and running consultations that book—and the mindset shifts that make it all possible.

What does it take to build a successful financial planning career in today's world? In this episode, CFP® professional Tori Ten Hagen shares her journey from starting in the industry during COVID to building a client-focused practice in Dallas. She and John talk about the challenges new advisors face, why tax and retirement planning dominate client conversations, and the best practices that make planning more holistic and meaningful.Connect With Tori: https://www.linkedin.com/in/tori-ten-hagen-cfp%C2%AE-02a56544/WAYS TO CONNECT:Website: https://www.johnchoi.net/Phone: 847-247-0850Blog: https://bit.ly/3CNltG2

Therapists spend years building relationships with their clients—but what happens if a therapist suddenly can't show up anymore due to illness, injury, or even death?  This episode of the Private Practice Elevation Podcast tackles a topic that's often overlooked but absolutely vital: how to prepare your practice and protect your clients in case of an emergency.  While many therapists focus on running their practice day-to-day, far fewer have a plan in place for what happens if they suddenly can't be there.  This episode explores the difference between professional and business wills, the ethical and legal implications of emergency planning, and the practical steps therapists can take to create a secure plan. With expert insight from Dr. Robyn Miller, co-founder of Thera Closure, this conversation shines a light on ethical responsibilities and offers real, practical solutions to ensure continuity of care, peace of mind, and protection for both clients and families. Dr. Miller shares how her own personal loss shaped her passion for helping therapists plan for the unexpected. Through Thera Closure, she provides a clear path forward so that therapists can rest easy knowing their clients will be cared for—even in worst-case scenarios. Whether you're a solo therapist or running a group practice, this episode will help you take proactive steps to plan for the unexpected—so you can focus on your work today while preparing responsibly for tomorrow. Key Takeaways: Understand Professional and Business Wills: Learn the differences between professional and business wills, their ethical significance, and practical applications for therapists. Importance of Preparedness: Discover why therapists need to plan for emergencies to ensure patient care continuity and practice responsibility. Thera Closure Service: Gain insight into how Thera Closure offers innovative solutions for managing practice affairs and patient care in unexpected situations. Ethical and Legal Obligations: Recognize the ethical and legal obligations therapists have towards patient care and medical record security during emergencies. Practical Steps: Explore the practical steps and tools recommended by Dr. Miller to create a professional will and secure peace of mind.   Links mentioned in this episode:  Thera Closure Website   Watch The Video:   This Episode Is Brought To You By   Alma is on a mission to simplify access to high-quality, affordable mental health care by giving providers the tools they need to build thriving in-network private practices. When providers join Alma, they gain access to insurance support, teletherapy software, client referrals, automated billing and scheduling tools, and a vibrant community of clinicians who come together for education, training, and events.   Learn more about building a thriving private practice with Alma at helloalma.com/elevation.  

Send us a textWhat happens when financial planning unexpectedly transforms into caregiving? This deeply personal episode explores the real-life experience of navigating the sandwich generation from a financial advisor's perspective.When my 20-year client—a man my father's age—was involved in a serious car accident, our carefully established estate planning documents became the foundation for maintaining his dignity and autonomy during a vulnerable time. The foresight to complete these legal frameworks just months before proved invaluable, allowing me to help him financially while respecting professional boundaries.The accident's aftermath created a delicate balancing act: respecting my client's wishes to remain in his home, collaborating with his attorney and neighbor to ensure proper care, and expanding my role to include regular home visits for bill payments and financial management. Throughout this process, I discovered the importance of maintaining clear boundaries while still providing compassionate support beyond traditional financial services.This experience highlights the profound importance of proactive planning for cognitive decline or physical incapacity, especially for aging clients without family support systems. It also demonstrates how comprehensive financial planning extends far beyond investment management into deeply human territory—territory that requires both professional expertise and emotional intelligence.For advisors navigating similar situations, remember that self-care isn't optional; it's essential for providing sustained support to clients in need. And for clients, this story underscores why establishing clear legal frameworks before crises occur can preserve your autonomy when unexpected challenges arise.Have you prepared your estate planning documents? Or if you're an advisor, are you prepared to support clients through life transitions that extend beyond financial decisions? Connect with us to learn more about navigating these complex situations with dignity and expertise.Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

In this episode of After the Crash, attorney David Craig talks with paralegal Carissa Swalls about the critical role paralegals play in complex trucking accident cases. Carissa shares her process for building strong cases, coordinating with rapid response teams, working alongside experts, and supporting clients through the most difficult moments of their lives—including her own personal connection to a fatal trucking wreck.You'll learn:✔️ How paralegals keep trucking cases moving forward✔️ Why having a skilled legal team impacts case results✔️ The urgent steps taken in the first days after a truck wreck✔️ Challenges of handling catastrophic injury cases✔️ How to choose a lawyer with the right team for your caseIf you or a loved one has been involved in a semi-truck or commercial vehicle wreck, understanding the legal process—and the people behind it—can make all the difference.02:09 – Carissa Swalls' Path to Becoming a Litigation Paralegal02:52 – What a Paralegal Does in a Trucking Case05:42 – Key Differences Between Trucking Cases and Car Accidents08:55 – Why Paralegals Need Specialized Training in Trucking Law10:35 – Why Choosing a Lawyer with a Skilled Team Matters11:50 – Who Makes Up a Trucking Case Legal Team14:50 – Front-End Case Work, Client Care, and a Personal Loss21:20 – Working with Experts to Strengthen Trucking Cases23:13 – The Most Challenging Part of Managing Trucking Cases24:19 – Outdated Minimum Insurance Requirements for Trucking Companies26:08 – Finding Additional Insurance Coverage in Trucking Cases30:00 – Why Hiring the Right Lawyer and Team Quickly Matters30:59 – How to Evaluate a Lawyer's Team for Trucking Cases—Why Listen to After the Crash?Navigating the aftermath of a trucking accident can feel overwhelming, but you don't have to face it alone. This podcast is designed to educate and empower victims and their families, helping you make informed decisions about your future.—Learn About the Firm:At Craig, Kelley & Faultless, LLC, we've dedicated over 30 years to fighting for trucking accident victims. From preserving evidence to holding negligent trucking companies accountable, our mission is to protect your rights and secure the justice you deserve.—Download Semitruck Wreck for FREE:https://www.ckflaw.com/truck-accident-ebook/Follow Us on Socials:Website: https://www.ckflaw.comFacebook: https://www.facebook.com/ckflawLinkedIn: https://www.linkedin.com/company/craig-kelley-&-faultless-attorneys-at-lawContact Us:Email: info@ckflaw.comPhone: 1-800-ASK-DAVID#TruckingAccidents #TruckWreckLawyer #Paralegals #AfterTheCrash #LegalTeam #TruckAccidentLawyer

In this conversation, Angela Pannell shares her journey as a real estate agent in Atlanta, emphasizing her commitment to education, client care, and community engagement. She discusses the challenges of real estate transactions, the importance of networking, and her aspirations for mentorship and affordable housing initiatives. Angela also reflects on her personal growth and the integration of AI in her business practices, highlighting her passion for helping others achieve homeownership.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Join us for a behind-the-scenes look at one of the most trusted names in medical aesthetics. In this episode of Skin Anarchy, Dr. Ekta Yadav sits down with Lynn Heublein, co-founder and CEO of SkinSpirit, to explore how a background in engineering and tech led to the creation of a med spa empire grounded in ethics, education, and patient-first care.Lynn shares how SkinSpirit grew from one Palo Alto location into the nation's leading provider of Botox and fillers—not by chasing trends, but by holding true to rigorous standards of training and safety. Listeners will hear how her partnership with plastic surgeon Dr. M Dean Vistnes shaped SkinSpirit's founding philosophy: lead with science, grow with integrity, and always do what's right for the client.This episode unpacks the hidden dangers of social media-fueled overtreatment and unqualified injectors, and how SkinSpirit's “curated, not trendy” approach helps clients age with intention and confidence. Lynn also opens up about SkinSpirit's partnership with Nordstrom—a move grounded in trust and aligned values, not marketing optics.Whether you're in the industry or simply navigating your own skincare journey, this conversation reveals what it truly means to combine clinical excellence with ethical care. Tune in for a powerful conversation on personalized aging, the importance of mentorship, and why doing less—when done right—can mean so much more.To learn more about SkinSpirit, visit their website and social mediaCHAPTERS(0:00) Introduction to SkinSpirit(1:00) Lynn's Background and Journey into Med Spa Industry(3:31) The Birth of SkinSpirit: From Personal Experience to Entrepreneurship(6:31) Technology Meets Aesthetics: Innovation in the Med Spa Industry(10:03) Building Trust: SkinSpirit's Commitment to Safety and Client Care(12:03) The Role of Customer Experience in SkinSpirit's Success(16:52) Setting Expectations: Educating Clients and Managing Treatments(20:57) SkinSpirit's Approach to Staff Training and Professional DevelopmentLearn more about Function Health and join using our link. Visit www.functionhealth.com/SKINANARCHY Please fill out this survey to give us feedback on the show!Don't forget to subscribe to Skin Anarchy on Apple Podcasts, Spotify, or your preferred platform.Reach out to us through email with any questions.Sign up for our newsletter!Shop all our episodes and products mentioned through our ShopMy Shelf! Hosted on Acast. See acast.com/privacy for more information.

As an ambitious mom running a business, finding the balance between meeting your goals and managing life's demands can be downright exhausting. If you're feeling uninspired yet grappling with deadlines, projects, and ambitions, you're not alone. In this episode, I'm sharing the systems I use when I have to show up for my business despite how I'm feeling. In This Episode You'll:Explore avenues of inspiration.Hear systems for productivity.Understand what to do when it's time to work.Find it quickly::02 - Balancing Business and Burnout1:09 - Host Introduction and Podcast Overview2:02 - Planning for Uninspired Times3:51 - Creating a Business Hub6:26 - Mission Statements and Income Activities9:32 - Working Uninspired and Avoiding Perfectionism15:52 - Client Care and Visibility18:35 - Motivation and RewardsMentioned in this Episode:Episode 105: The Business Reboot Pt. 3 | 3 Ways to Boost Your VisibilityEpisode 87: Notion for Business: How I Use Notion to Organize My Business, Content Creation Process, & TeamEpisode 53: 10 Tips For Using Instagram Stories to Attract Clients and Grow Your Small BusinessEpisode 45: Pushing Past Perfectionism in Your Content, Business, and BeyondMore ways to connect:JOY MICHELLE INSTAGRAMWORK WITH JOY AS YOUR COACHJOY MICHELLE CO. WEBSITERead the full show notes from today's episode HERE.If you're enjoying the content we're creating on the podcast and want to connect with others who are called to both, make sure you come join us in the PhotoBoss® with Joy Michelle Facebook Group! Join Now >>

We have a special treat for you today. In celebration of Tap the Potential's 20th anniversary, we are sitting down with Dona Krebs, our incredible Client Concierge who has been with us for 17 years. You'll hear her inspiring story of growth and how our coaching delivery has evolved over the years. We are excited to let listeners meet Dona and understand why we rave about her impact and value as our very first virtual assistant from 17 years ago. Join Melissa Kay, Dr. Sabrina Starling, and Dona to discover the secret behind our 94% client satisfaction rating. Profit by Design is a Tap the Potential Production.Show Highlights:Dona's initial role as Tap the Potential's first virtual assistant and what drew her to our companyHer perspective on the early years working with Dr. SabrinaDifferentiation and standing out in client careDona's role in filtering information to Dr. Sabrina and MelissaThe defining factors in a 17-year working relationship that WORKSPivotal moments in Dona's work at Tap the PotentialMoving A-players into roles that utilize their biggest strengthsMelissa's perspective on Dona's role in supporting herLook for our next episode, where we bring Dona back to discuss how a client concierge can improve your delivery.Resources:Connect with Dona Krebs: LinkedIn and VA SynergyDon't wait! Download your Strategic Planning Guide and 2025 Tap the Potential Strategic Planner today!Want to know the best attracting and recruiting strategies for small businesses? We can help! Learn more about our How to Hire the Best course.Retain, grow, and deeply engage your A-players with the Dream Manager Program! The best way to create buy-in from your team members for your vision is to identify how your vision supports them in achieving their dreams. Enroll today!Become an employer of choice to attract the A-players you want on your team! We are now enrolling for the How to Hire the Best course. Sign up today!Sign up for the free A-Player Development Plan/Mini-Course. Track your A-players' development and retain your A-players!Ready to take your life back from your business? Want more time for what matters most and more money in your bank account than ever? Book a call with us today! Get your copy of A Guide To Talking To Your Team About Profit!Master your time and profit! Give us 20 minutes of your time, take the Better Business Better Life Assessment, and receive a free paperback copy of my book, The 4 Week Vacation®️.Learn more about our courses, Coach Approach, and Leadership Bootcamp at...

Ever wondered if bringing on dietitians in mental health could transform your group practice—but felt stuck on where to start?  In this episode, I'm sitting down with Jamie Magdic, registered dietitian and group practice owner, to dive deep into the logistics of dietitians in mental health, opportunities, and challenges of creating a true multidisciplinary practice. Jamie shares her experience running a thriving, insurance-based dietitian group and offers key insights into how multidisciplinary therapy can better serve your clients—and how to navigate the practical hurdles like billing, legalities, and team support. If you've been thinking about expanding your practice beyond therapy services, this episode is packed with must-know information, especially when it comes to dietitian insurance coverage and setting up your systems for success. In this episode, you'll learn: What makes bringing on dietitians in mental health so powerful—and why it's a growing trend for group practice owners. The biggest surprises (and headaches) when it comes to dietitian insurance coverage and why medical billing looks very different from therapy billing. How to structure a strong multidisciplinary practice team that ensures dietitians feel supported, legally protected, and able to thrive. The often-overlooked benefits of multidisciplinary team collaboration—and how it elevates client care and boosts outcomes. What systems and experts you need in place to create a sustainable multidisciplinary therapy environment (hint: supervision, billing, and legal guidance are critical!). Tune in to the full episode now to learn exactly how to navigate bringing dietitians in mental health into your practice and unlock the true benefits of multidisciplinary team care!   LINKS: Need extra support? Join The Exchange, a membership community just for group practice owners.  The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book Group Practice Forecasting Support GPT   CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn   CONNECT WITH JAMIE MAGDIC: Website Instagram   SPONSORS: TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months!  GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!  

In this solo-cast episode of RWS Clinician's Corner, Margaret talks about something we don't discuss enough - how your financial health impacts your ability to show up for clients. Let's face it - when you're stressed about money, it affects everything. Undercharging isn't noble; it's actually draining you and may even impact the quality of care you provide. Margaret emphasizes that charging what you're worth is an act of integrity that benefits everyone and allows for true long-term success. The fact is, this work changes lives, and it deserves to be valued appropriately.    The Clinician's Corner is brought to you by Restorative Wellness Solutions.  Follow us: https://www.instagram.com/restorativewellnesssolutions/    Keywords:  Financial health, self-care, undercharging, practitioners, well-being, sustainability, integrity, client care, value, stress, money, fees, functional health, industry standards, credibility, financial stress, insurance-free practice, root-cause work, energy depletion, emotional depletion, mental depletion, financial resources, investment, self-worth, life-changing work, financial needs, pricing, healing, clinical success, transformation, sustainable success, presence, clarity, perceived value, effectiveness, ripple effect Disclaimer: The views expressed in the RWS Clinician's Corner series are those of the individual speakers and interviewees, and do not necessarily reflect the views of Restorative Wellness Solutions, LLC. Restorative Wellness Solutions, LLC does not specifically endorse or approve of any of the information or opinions expressed in the RWS Clinician's Corner series. The information and opinions expressed in the RWS Clinician's Corner series are for educational purposes only and should not be construed as medical advice. If you have any medical concerns, please consult with a qualified healthcare professional. Restorative Wellness Solutions, LLC is not liable for any damages or injuries that may result from the use of the information or opinions expressed in the RWS Clinician's Corner series. By viewing or listening to this information, you agree to hold Restorative Wellness Solutions, LLC harmless from any and all claims, demands, and causes of action arising out of or in connection with your participation. Thank you for your understanding.