Podcasts about client care

Knowing your communication style is useful. Knowing when to move beyond it is what creates growth. In episode 627 of the Lawyerist Podcast, Zack Glaser talks with Zeina Baydoun about how law firm leaders and teams can use DISC to better understand themselves, communicate more effectively, and respond with greater intention.  Zeina breaks down why DISC is not a personality test or a permanent label. It is a starting point for recognizing the behaviors that come most naturally, the blind spots those tendencies can create, and the ways stress may amplify them. Rather than using a profile to say, “That is just how I am,” she encourages leaders to ask whether their default response is actually what the person or situation needs.  They discuss how different communication styles can create friction inside law firms, why understanding behavior can replace judgment with curiosity, and how teams can better support one another without lowering expectations for growth.  If you want to improve communication without forcing everyone to think and work the same way, this episode offers a thoughtful framework for building more adaptable leaders and more connected teams.  Listen to our previous episodes on Leadership, Communication & Building Stronger Law Firm Teams.  #615: How to Stop Being the Bottleneck and Build Stronger Teams, with Debbie Foster and Stephanie Everett Apple | Spotify | LTN  #596: The Athlete's Mindset for Lawyers, with Jess Sargus Apple | Spotify | LTN  #592: Client Care, Culture, and Character: A Framework for Great Leaders, with William O'Neal Apple | Spotify | LTN  #527: Casting Your Vision and Leading Your Firm, with Kevin DeShazo 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 – Introduction01:25 – Using DISC as an Active Leadership Tool04:10 – Meet Zeina Baydoun05:45 – What DISC Reveals About Communication08:35 – Understanding Behavioral Preferences12:00 – How Self-Awareness Changes Team Dynamics14:40 – The Problem with Personality Labels16:20 – Why Leaders Cannot Hide Behind Their Style17:40 – Developing Skills Outside Your Comfort Zone18:55 – Adapting Your Communication to the Situation21:55 – Leadership and Communication Under Pressure25:25 – Supporting Strengths and Managing Blind Spots28:50 – Creating Space for Other People to Lead31:05 – Moving Beyond Fixed Leadership Styles32:10 – Building New Behavioral Habits33:05 – Choice, Growth and Intentional Leadership35:05 – Closing Thoughts 

Law firms deal with serious issues, but that does not mean every client interaction has to feel heavy. In episode 626 of the Lawyerist Podcast, Stephanie Everett talks with Jennifer Cargo about humor as an underrated communication skill for lawyers and law firm teams.  Jennifer shares how her experience with comedy training and amateur standup shaped the way she connects with clients, leads a team, and lightens stressful moments inside a law firm. From breaking the ice during client signings to helping team members feel more comfortable bringing challenges to her, she explains why humor is not about being silly or unprofessional. It is about paying attention, reading the room, and making people feel at ease.  Together, they explore how small moments of levity can build trust, improve client experience, and create a more approachable workplace culture. Jennifer also shares what comedy teaches about timing, observation, confidence, and finding the absurdity in everyday life.  A more human law firm does not always start with a new process or platform. Sometimes, it starts with the way you make people feel when they walk through the door.  Listen to our previous episodes on Law Firm Communication & Client Trust.   #609: Improve Client Satisfaction Without More Work: Designing Smarter Legal Services, with Laura Hartnett Apple | Spotify | LTN  #606: Breaking the Copycat Cycle: Building a Law Firm with Personality, with Patrick Patino Apple | Spotify | LTN  #592: Client Care, Culture and Character: A Framework for Great Leaders, with William O'Neal Apple | Spotify | LTN  #462: Designing an Empathetic Client Experience, with Kirk Simoneau Apple | Spotify | LTN  #338: Reframing Your Client Experience, with Spencer Keys Apple | Spotify | LTN    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, and Instagram!  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  00:20 – Humor as a Serious Communication Skill  00:45 – What Makes LabCon Different  02:05 – Working on the Business, Not Just in It  04:03 – Meet Jennifer Cargo  05:17 – How Comedy School Changed Jennifer's Perspective  06:29 – Practicing Confidence Before the Stage  07:22 – Standup, Improv, and Learning to Be Funny  08:42 – Observing the Absurdity Around You  09:05 – Turning Office Friction into Client Connection  10:44 – Humor and the Client Experience  12:06 – Finding Levity Without Dismissing Stress  14:43 – Why Smiling Changes the Interaction  15:29 – Timing, Pauses, and the Structure of a Joke  18:56 – What Law Firms Can Learn from Comedy  20:27 – Building Trust Through Approachable Leadership  22:45 – AI, Comedy Writing, and Creative Prompts  24:51 – Using AI as a Thought Partner  25:17 – The Value of Trying Something New 

PATH TO SIGNIFICANCE | The difference between surviving and thriving in real estate often comes down to intentional time blocking. Learn how to structure your priorities around the activities that drive consistency, momentum, and long-term success. Access the time blocking framework on the Coaching page under Resources > Business > Time Blocking Essentials.   In this episode: 00:13 Why Choose Real Estate 01:19 My Own Boss Myth 02:45 Results Economy Reality 04:52 Time Blocking Basics 06:14 Daily Lead Generation 08:24 Start With Personal 09:54 Weekly Planning Strategy 11:47 Lead Gen and Incubation 13:39 Client Care and Follow Up 17:17 Work On Your Business 19:24 Mature Business Priorities 22:17 Keep Learning and Grow 22:51 Wrap Up and Next Steps   Subscribe to the More Than More Podcast for new weekly episodes as we discuss building meaningful and impactful businesses, careers, and lives through real estate. Apple Podcasts Spotify YouTube

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26052000-02030001 0.25 Professionalism and Ethics 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben is joined by Niall McConville, Managing Director at Bombora Advice. They unpack how regulation, product design, mental health claims, and pricing pressures are reshaping the Australian and New Zealand life insurance markets, and how advisers, licensees, group cover, and AI can work together to protect more clients sustainably. Niall McConville LinkedIn: https://www.linkedin.com/in/niall-mcconville/ Bombora Website: https://bomboraadvice.com.au/ PFAN Website: https://www.probonoadvice.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20260521-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26051801-36300001 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 Craig Kouimanis, Head of Paragem. They unpack how Count helps advice firms grow through licensing support, M&A and equity partnerships, technology and client engagement frameworks, succession planning, and practice management disciplines - all while balancing governance, profitability, and high‑quality client service. Craig Kouimanis LinkedIn: https://www.linkedin.com/in/craig-kouimanis-a6815531/ Count Website: https://www.count.au/ Paragem Website: https://paragem.com.au/ UncommonCents Podcast: https://podcasts.apple.com/au/podcast/uncommoncents/id1823576529 Explore the road less travelled at https://ensombl.com/go/20260519-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Watch the Youtube video here:   Join My Vancouver Realtor Team https://www.thealigngroup.ca/join-our... In a market where Ontario realtors are quitting, going part time, and watching their GCI disappear, Babar just hit EXP Realty Icon status at only 30 years old. In this interview, we unpack the exact strategies, habits, and mindset shifts that took him from zero to $500K GCI in one of Canada's hardest real estate markets. This is not a motivational fluff piece, this is a real conversation with a real producer. Babar breaks down his top lead generation sources, how referrals became the backbone of his business, why niching down changed everything, and what agents who are struggling right now need to do differently. If you want to build a sustainable real estate business in Ontario in 2026 and beyond, this conversation will show you exactly what that looks like in real life.

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26051100-30200001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Professionalism and Ethics In this episode, Rocksy is joined by Stuart Jones, Managing Director, Senior Financial Planner and Mortgage Broker at Michael Roach Financial Solutions. They discuss his journey from accounting to advice, how the firm evolved from low-cost super and insurance consolidation into a growing, tech-enabled financial planning and mortgage broking business, and the practical realities of pricing, team structure (including offshore support), client relationships, and preparing the practice for sustainable future growth. Stuart Jones LinkedIn: https://www.linkedin.com/in/stuart-jones-872ba334/ Michael Roach Financial Solutions Website: https://michaelroach.com.au/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26050503-19180001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Tax (Financial) Advice In this episode, Vince Scully and Tony Kofkin (Kofkin Bond & Co) explore how advisers can earn deeper client trust by combining clear education, thoughtful structuring and genuinely human relationships across business, wealth and intergenerational planning. Tony Kofkin LinkedIn: https://www.linkedin.com/in/anthony-kofkin/ Kofkin Bond & Co Website: https://kofkinbond.com.au/ Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/ To download your copy of Generation Life's new research report discussed in this Podcast please visit: https://ensombl.com/go/20260506-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26050503-24490001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Tax (Financial) Advice Vince Scully is joined by Generation Life CEO Felipe Araujo and Michael Bova from Family Wealth Advisory. They discuss how regulatory change, tax-effective structures like investment bonds, and thoughtful intergenerational planning can help advisers build client confidence and trust in an uncertain advice environment. Michael Bova LinkedIn: https://www.linkedin.com/in/michael-colin-bova/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/ Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/ To download your copy of Generation Life's new research report discussed in this Podcast please visit: https://ensombl.com/go/20260506-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26050401-06290001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Professionalism and Ethics In this episode, Rocksy is joined by Kara Treeby and Sarah Leslie from Story Wealth. They share how they built and evolved Story Wealth and Ageing with Grace into a specialist, intergenerational and aged‑care focused advice business, while navigating the GFC, raising families, structuring their partnership, and using process, tech, and deep empathy to support clients and their advisers through complex later‑life decisions. Kara Treeby LinkedIn: https://www.linkedin.com/in/kara-treeby/ Sarah Leslie LinkedIn: https://www.linkedin.com/in/sarah-leslie/ Story Wealth Website: https://storywealth.com.au/ Ageing with Grace Website: https://ageingwithgraceadvisory.com.au/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26042703-18450001 0.50 Client Care & Practice 0.50 Technical Competence This week, Rocksy is joined by Billy Amiridis, Managing Director, Co-Founder and Financial Adviser at 360 Financial Strategists. They discuss the origins, structure, and growth strategy of his firm, including its combined advice–mortgage model, associate adviser career pathway, use of offshore support, investment approach, and long-term client growth targets. Billy Amiridis LinkedIn: https://www.linkedin.com/in/billy-amiridis-financial-adviser-australia-investment-advice-melbourne/ 360 Financial Strategists Website: https://360fs.com.au 360 Money Matters Podcast: https://podcasts.apple.com/au/podcast/360-money-matters/id1579818812 Scott Weeks: https://www.linkedin.com/in/weeksscott/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26042323-55000001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben is joined by Jack Standing, Group Head of Advice at WT Financial Group. They discuss WT's growth from a single practice to a large advice network, and how it leverages scale, education, technology, and evolving adviser training and remuneration models to improve the quality, efficiency, and commercial viability of life insurance advice and claims support. Jack Standing LinkedIn: https://www.linkedin.com/in/jack-standing-35b52373/ WT Financial Group Website: https://www.wtfglimited.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20260427-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Have you been avoiding raising your fee, because you're scared to have those hard conversations with your clients? If so, this is the episode for you...One thing I see all the time with therapists in private practice—especially around money, caseload size, and accessibility—is the pull between taking care of your clients and taking care of yourself.In this coaching conversation, I sit down with Jessica Katz, a graduate of the Money Skills for Therapists program, to look at what happens when your fee structure, schedule, and financial needs aren't aligned — and then how to start shifting toward building a practice that supports both your clients and your own wellbeing.Ready to feel more calm and confident about your money? Do you feel confused, ashamed, or uncertain about your finances? Are you craving support to help shift your money mindset and transform your relationship with money? Are you ready to gain practical tools and the confidence you need to finally take control of your business finances? If so, I'd love for you to join me for one of my free online workshops, designed specifically for private practice owners who feel stuck—whether it's mindset blocks, avoidance, or the technical side of managing money. In just one hour together, you'll gain clarity, practical strategies, and next steps to move forward with intention. Click here to explore upcoming workshops and save your spot or register to get the replay. Finding Balance Between Client Care and SustainabilityAs helpers and healers, it's natural for us to think that we're "good therapists" by helping everyone at a price they can afford. But you can actually show up stronger and with more mental space for those you serve by prioritizing yourself and protecting your time.Wide sliding scales, inconsistent fees, and overextended schedules can slowly turn into money anxiety, burnout, and a sense that you're always behind.What we explore here is how these patterns form—and how they're often rooted in emotional labor, people-pleasing, and a desire to preserve relationships at any cost.When your time, energy, and finances aren't protected, it becomes harder to stay present in your clinical work and more difficult to maintain long-term client retention.The shift isn't about doing less for your clients—it's about creating a structure where your financial needs, energetic needs, and values alignment can coexist.Emotional Awareness and Practical ShiftsWhen you start to look at your schedule, your fee structure, and your boundaries together, it becomes easier to see what's actually sustainable. Charging a higher fee creates a positive ripple effect because both you and your client recognize the value and cost of this session, leading you both to make the very best of your time together.(00:03:16) Talking about fee raises(00:09:16) Setting up an ideal workweek(00:10:49) Managing energy across work sessions(00:14:03) Setting a balanced work schedule(00:21:05) Navigating infertility and pregnancy loss(00:24:33) Value of paying for expertise(00:29:53) Prioritizing self-care for clients(00:33:39) Navigating guilt and true values(00:39:06) Improving finances for therapistsLetting Your Practice Support the Work You Want to DoThis conversation comes back to quality over quantity. When your caseload is too high or your rates don't reflect your work, it becomes harder to stay present and make grounded decisions. As you begin raising your rates, setting clearer boundaries, and adjusting your schedule, discomfort is normal; but those changes often lead to stronger relationships and better therapy outcomes for both you and your clients.A sustainable practice isn't built on stretching yourself thinner—it's built on clarity, boundaries, and allowing your work to support you too.About Jessica Katz: Jessica Katz is a reproductive mental health therapist specializing in infertility and family building through reproductive treatments. Through her private practice, Empress Counseling, she supports individuals and couples navigating infertility, pregnancy loss, perinatal mood disorders, and third-party reproduction, helping clients make grounded, values-aligned decisions.With a strong analytical background and training in Money Skills for Therapists, Jessica brings both financial clarity and self-awareness to her work, focusing on sustainable, aligned private practice.Follow Jessica Katz:Therapy practice: https://www.empresscounseling.com/Social media: https://www.instagram.com/empresscounselingGet to Know Linzy Bonham: Linzy Bonham is a private practice therapist turned money coach who helps private practice owners and health professionals feel calm and in control of their finances through her coaching at Money Skills for Therapists and her podcast Money Skills for Therapists.It all started when she saw her extremely skilled colleagues struggle with the money side of business. Some had even left private practice, or were avoiding starting one, because the financial side was too stressful.So Linzy decided to help therapists and health professionals develop peace of mind about their money. Since so many were never taught these skills, she focuses on the “how” of making the business side of private practice doable, and even super satisfying.Follow Linzy Bonham:About Page: https://moneynutsandbolts.com/about/LinkedIn: https://www.linkedin.com/in/linzybonham/Instagram: https://www.instagram.com/moneyskillsfortherapists/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041923-49580001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics In this episode, Rocksy sits down with Mathew Cassidy, Managing Director at Partners Wealth Group. They discuss Mathew's journey from chartered accounting to building a $6B accountant‑aligned wealth management firm, the evolution of their joint venture model and multi-service offering, how they've used acquisitions, AI, and offshore support to scale, their innovative staff equity program, and what the future holds for sophisticated financial advice in an AI-enabled world. Mathew Cassidy LinkedIn: https://www.linkedin.com/in/mathewcassidy/ Partners Wealth Group Website: https://www.pwg.com.au/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041623-54090001 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As longevity increases and retirement decisions grow more complex, host Amie Baker is joined by Ben Hillier (AMP North) and Liz Haile (Haile Financial) to explore new approaches to structuring income in retirement. They unpack the IRIS framework as a flexible alternative to traditional pensions and annuities - designed to improve spending confidence, optimise Centrelink outcomes, and support lifetime income without sacrificing investment flexibility. With practical strategies spanning accumulation through to retirement, this episode highlights how advisers can better balance adequacy, longevity, and client outcomes in a changing retirement landscape. Liz Haile LinkedIn: https://www.linkedin.com/in/liz-haile-490a6941/ Haile Financial Website: https://www.hailefinancial.com.au/ Ben Hillier LinkedIn: https://www.linkedin.com/in/ben-hillier-au/ Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ Grow with North. https://ensombl.com/go/20260420-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041601-47180001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice This week, Pat speaks with Colin Jowell, Founder at BillWill. They discuss how BillWill, founded from Colin's personal experience with his father's estate, helps advisers bridge the gap between wills and clients' real lives by providing a white‑label, tech-enabled estate planning and legacy service that leverages open banking, strong security, and emerging AI tools to better support families before and after death. Colin Jowell LinkedIn: https://www.linkedin.com/in/colinjowell/ BillWill Website: https://billwill.com.au/ Discover a world of client engagement: https://ensombl.com/go/20260417-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041001-14430001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Sacha is joined by Sacha Burchgart, Founder and Managing Director at Burcheart, and Vincent Holland, Co-Founder at Plutosoft. They discuss how advice firms should move beyond the “all-in-one vs tech stack” debate by using a single core advice/CRM platform as the engine of the business, supported by targeted integrations, strong data integrity, and thoughtful change management driven by the team. Sacha Burchgart LinkedIn: https://www.linkedin.com/in/sacha-burchgart-42587939/ Burcheart Website: https://www.burcheart.com.au/ Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ To see how Plutosoft can transform your practice, book a demo: https://ensombl.com/go/20260415-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/CPDC-26041001-15270001 0.25 Client Care & Practice 0.25 Technical Competence In this second instalment, Sacha speaks with Chloe Leow, Practice Manager at Byfields Wealth Management, and Leanne Bogoev, Head of Customer Success at Plutosoft. They share practical, psychologically-aware lessons and tips on deciding to switch, migrating to, and successfully embedding a new financial advice CRM system in an advice practice. Leanne Bogoev LinkedIn: https://www.linkedin.com/in/leanne-bogoev-129780291/ Byfields Wealth Management Website: https://byfieldswealth.com.au/ To see how Plutosoft can transform your practice, book a demo: https://ensombl.com/go/20260415-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26040923-30460001 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As portfolios become increasingly concentrated beneath the surface, host James Whelan is joined by Eric Marais (Orbis Investments) to challenge what genuine diversification really means. They unpack how passive indices and many active funds are heavily exposed to US mega-cap, tech-driven growth themes, creating hidden risks if leadership shifts. Drawing on history and current valuation extremes, the discussion highlights opportunities beyond the obvious—including mid-caps, healthcare, and international markets—while stressing diversification across style, geography, and currency. With a focus on preparation over prediction, this episode helps advisers build portfolios resilient to a wider range of outcomes. Eric Marais LinkedIn: https://www.linkedin.com/in/eric-marais/ Rethinking Genuine Diversification Whitepaper: https://lnkd.in/emQtYVhe 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/20260413-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26040901-32320001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice In this episode, Patrick speaks with Daniel Donovan, Founder at Alpine Advisory. They discuss how practices can more effectively scale and improve client experience by first fixing and mapping their processes, then applying automation and emerging AI tools (like Claude, Copilot, and Cowork) in targeted, deterministic ways rather than simply hiring more staff or chasing new software. Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/ Alpine Advisory Website: https://www.alpineadvisory.ai/ Discover a world of client engagement: https://ensombl.com/go/20260410-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032704-24130001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this first episode, Tanya is joined by Terry Dillon, Chief Executive Officer for Shadforth, and Ashton Jones, Director of Customer Innovation at MLC. They discuss how Innovative Retirement Income Solutions (IRIS) and related strategies - such as income layering, managing longevity and sequencing risk, and leveraging age pension concessions - can help advisers design more confident, sustainable retirement income plans for Australian clients. Terry Dillon LinkedIn: https://www.linkedin.com/in/terry-dillon-697116165/ Shadforth Website: https://www.sfg.com.au/ Ashton Jones LinkedIn: https://www.linkedin.com/in/ashjones/ MLC Expand. For more information visit https://ensombl.com/go/20260401-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032704-32100001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics Tanya speaks with Renee Diver and Amber McGhie from Firefly Financial, and Erica Malliotis, Retirement Specialist at MLC Expand. They discuss how advisers can better explain and use IRIS lifetime income products - alongside account-based pensions and other strategies - to manage longevity, risk, Centrelink benefits, and estate-planning concerns so clients can feel more confident about their retirement income. Renee Diver LinkedIn: https://www.linkedin.com/in/renee-diver-4085456b/ Amber McGhie LinkedIn: https://www.linkedin.com/in/amber-mcghie-37553a1b2/ Firefly Financial Website: https://www.fireflyfinancial.com.au/ Erica Malliotis LinkedIn: https://www.linkedin.com/in/erica-malliotis-11324077/ MLC Expand. For more information visit https://ensombl.com/go/20260401-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26033103-18270001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this instalment, Tanya speaks with Harry Flaskas, Practice Principal at Atlas Wealth Advisory, and Ashton Jones, Director of Customer Innovation at MLC. They discuss how advisers can use retirement income philosophies, income layering, and innovative retirement income solutions (IRIS) alongside traditional products to manage longevity and sequencing risks, optimise Centrelink outcomes, and give clients greater confidence to spend sustainably in retirement. Harry Flaskas LinkedIn: https://www.linkedin.com/in/harry-flaskas-7123a076/ Atlas Wealth Website: https://atlaswealthadvisory.com.au/ Ashton Jones LinkedIn: https://www.linkedin.com/in/ashjones/ MLC Expand. For more information visit https://ensombl.com/go/20260401-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26032923-13100001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics 0.25 Regulatory Compliance and Consumer Protection In this episode, Rocksy speaks with Justin O'Donoghue, Head of Advice Operations and Excellence at Ironbark. They discuss regional advice, outsourcing and offshore teams, technology and AI enablement, values-based client advice, and how to scale high-quality financial planning to tens of thousands of Australian families. Justin O'Donoghue LinkedIn: https://www.linkedin.com/in/justin-o%C2%B4donoghue-25bab637/ Ironbark Website: https://www.ironbarkfg.com.au/ Otter.ai Website: https://otter.ai/ Claras Website: https://claras.ai/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032700-17180001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben speaks with Paul Milbourne, Business Protection and Life Insurance Specialist at Milbourne Insurance Solutions. They discuss how and why he left a large firm to build a profitable, referral-driven, risk-only advice business from scratch - covering his costs through upfront commissions, growing rapidly via ideal-client referrals and LinkedIn presence, leveraging strong systems, estate planning and claims advocacy, and emphasising mentorship, deep client relationships, and MDRT-style professional community as the foundation for sustainable growth. Paul Milbourne LinkedIn: https://www.linkedin.com/in/paulmilbourne1/ Milbourne Insurance Solutions Website: https://www.milbourne.com.au/ MDRT: https://globalconference.mdrt.org/ Marc Fabris: https://point1.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20260330-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032602-23060001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice This week, Pat is joined by Mark Zaglas, CEO and Director at Encore Advisory Group. They explore how leadership, operating models, and AI-driven technology are reshaping advice firms through the “Big Six” trends for 2026, covering the rise of the COTO role, rebuilding sales engines, adviser mobility, evolving value propositions, emerging conflicts of interest, and the execution gap between knowing and doing. Mark Zaglas LinkedIn: https://www.linkedin.com/in/mark-zaglas/ Encore Advisory Website: https://www.encoreadvisorygroup.com.au/ Between Meetings with Matt Heine – Discover a podcast for wealth professionals: https://ensombl.com/go/20260327-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode of High Velocity Radio, Lee interviews Seth Bader, founder of Bader Law. Seth shares his journey from insurance defense to building a successful personal injury firm in Atlanta, emphasizing the importance of values, client care, and resilience. He recounts a moving early case that shaped his approach, discusses the challenges of legal […]

CLUES TO SUCCESS | From hot pink branding to a fully referral-based business, Jamie and Justin share what has helped them grow in real estate while raising a young family. They talk about client care, community involvement, working as a husband-wife team, and the systems they are building to support the next stage of growth.   In this episode:  00:29 Hot Pink Branding 02:29 Real Estate Origins 03:08 Justin Joins the Team 03:59 Working as a Couple 05:57 Whats Up Waukee 07:57 Early REMAX Years 11:00 Surviving the Crash 16:55 Old School Mentors 20:15 Brokerage Moves and Culture 24:57 Family and Career Pivots 28:31 How They Split Roles 29:55 Earning Trust on Showings 30:44 Personality Split and Roles 33:47 Marriage Team Tradeoffs 35:29 Life Seasons and Kids 36:57 Client Care as a System 39:06 Hiring Fears and Capacity 42:53 Referral Engine and Trust 46:39 Community Content Strategy 51:11 Systems Over Perfection 56:05 Three Year Vision and Rentals 59:28 Wrap Up and Year Ahead   Subscribe to the More Than More Podcast for new weekly episodes as we discuss building meaningful and impactful businesses, careers, and lives through real estate. Apple Podcasts Spotify YouTube 

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.  

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

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 

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/

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

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

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/

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.

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!