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In this episode, Nick and Tyler talk to Jamie Gasparovic about what it really means to lead a business — not just through craft, but through communication. Jamie opens up about the emotional stress that comes from reactive jobs, and how she transformed her process to build clarity and trust from day one. It's a conversation about setting expectations, building systems that actually support your team, and learning to lead by design — not by default. Show Notes: Introduction and Background of Jamie Gasparovic (0:00) Sponsorships and Personal Anecdotes (2:41) Pronunciation and Initial Conversation with Jamie (7:01) Business Operations and Client Management (14:56) Identity-Driven Design and Client Discovery (34:37) Challenges and Opportunities in the Design Industry (59:44) Business Evolution and Initial Challenges (1:07:21) Transitioning to Independent Work (1:11:17) Hiring the First Employee (1:14:39) Impact of Hiring on Business Operations (1:17:33) Pricing Strategies and Client Expectations (1:22:08) Managing Project Profitability (1:28:21) Future Plans and Business Growth (1:34:47) Personal Insights and Final Thoughts (1:36:50) Video Version: https://youtu.be/Y0Anev8O7ws Partners: Andersen Windows Buildertrend Velux Harnish Workwear Use code H1025 and get 10% off their H-label gear The Modern Craftsman: linktr.ee/moderncraftsmanpodcast Find Our Hosts: Nick Schiffer Tyler Grace Podcast Produced By: Motif Media
Colleen and Robyn Benelli reveal practical and energetic tools for mastering Distance Reiki sessions and developing clear, compassionate client communication. Whether you're offering Reiki by phone, Zoom, or using a surrogate, this teaching will help you strengthen your energetic presence, create meaningful connections, and support your clients through every step of the distance healing process. In this episode, you'll learn: * What Enkaku Chiryo means and how to use it in your sessions * The difference between real-time and surrogate Distance Reiki * The difference between Distance Reiki on the fly and an hour long session * The structure of a real time Distance Reiki Session. * Client expectations * The beginning invocation, https://reikilifestyle.com/prayers-invocations/interview , * Beginning and end of the session. * Use a surrogate and hand positions * How to include automatic writing for intuitive insights * Do you share impressions or spiritual guidance? This is Part 3 of our 4-part Reiki Practitioner Skills series, designed to help you grow your practice with confidence and clarity. Subscribe to Reiki Lifestyle for more teachings, meditations, and resources for Reiki in everyday life. www.ReikiLifestyle.com You can also enjoy a meditation titled: "Guided Reiki Journey to Release Blocks and Build Confidence for Distance Sessions" ✨Connect with Colleen and Robyn Classes: https://reikilifestyle.com/classes-page/ FREE Distance Reiki Share: https://reikilifestyle.com/community/ Podcast: https://reikilifestyle.com/podcast/ (available on all major platforms too) Website: https://reikilifestyle.com/ Colleen Social Media: Facebook: https://www.facebook.com/ReikiLifestyle Instagram: https://www.instagram.com/reikilifestyleofficialempo Robyn Social Media: Instagram: https://www.instagram.com/robynbenellireiki Facebook: https://www.facebook.com/robynbenellireiki **DISCLAIMER** This episode is not a substitute for seeking professional medical care but is offered for relaxation and stress reduction which support the body's natural healing capabilities. Reiki is a complement to and never a replacement for professional medical care. Colleen and Robyn are not licensed professional health care providers and urge you to always seek out the appropriate physical and mental help professional health care providers may offer. Results vary by individual.
In this episode, I answer a question from a Massage Therapist in Virginia who holds a certification in Medical Massage and is trying to determine if working and accepting insurance in their practice is a good idea and a way to attract more clients.
In this episode of the No Broke Months Podcast, Dan Rochon shares the importance of leadership, accountability, and setting standards for high-performing sales teams. He explains how to align personal and team goals, create meaningful accountability, and implement actionable steps that lead to consistent and predictable results. If you want to elevate your leadership, improve team performance, and build a business that delivers No Broke Months, this episode offers the strategies to help you do it.What you'll learn on this episodeThe difference between management and leadership—and why it mattersHow setting and upholding high standards influences team performanceWhy personal accountability starts with leading by exampleThe role of effective communication and prescriptive language in building trust with clientsHow to foster team collaboration and support members who are strugglingThe true impact of accountability meetings on progress and course correctionWhy leadership is about teaching others how to think and succeedHow to focus on finding win-win solutions in sales, rather than being “right”If you're ready to lead your clients—and your team—with greater clarity, influence, and purpose, this is the next step.Teach to Sell provides the leadership frameworks, language patterns, and influence strategies that top agents and leaders use to create lasting trust and consistent results. It's not about managing transactions—it's about leading people to better decisions and building a business that thrives.Preorder Teach to Sell today and learn how to lead in a way that drives both relationships and results.https://www.nobrokemonths.com/teach-to-sell-preorderResources mentioned in this episodeGoogle Calendar Invitations: Set up calendar invitations to help prospects commit to appointments.Gary Keller's "The One Thing": A resource on focusing on the most impactful actions in life and business. To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
Join the Imagen Community on Facebook to continue the discussions between episodes.Ever wondered how a destination wedding photographer does it all—jet-setting, shooting, and still finding time for naps and puppy cuddles? This episode of Workflows spills the (greasy) bacon on backup strategies, keeping your sanity (and creativity), and the real-life challenges of working in photography across borders, cultures, and time zones.Meet Ana Pastoria, a destination wedding photographer who captures the true essence of love through her lens. Ana loves music, but not just as just something you hear—it's an experience. It's the melody that stays with you after the song is over, the harmony you feel when someone you love holds you close after a long day, and the rhythm you see in moments that define a relationship. With a heart full of love for weddings, Ana has married the same person six times and plans to keep marrying him forever. She brings that same depth of love and devotion to her work, ensuring every couple's special day is captured in a way that's as unique as their love story.In this episode, Scott sits down with Ana Pastoria, partnership manager at Imagen, globe-trotting wedding photographer, and self-professed Waffle House ambassador. Ana opens up about how Imagen helped her reclaim her life, why bulletproof backup workflows are her love language, and the honest, sometimes difficult conversations she has with her clients to guarantee transparency and comfort. Expect candid stories from near-catastrophic backup failures to standing by your values even when it costs you a client."My workflow is exactly how I want it after sixteen years. Consistency and clear communication with my clients—that's priceless." - Ana PastoriaResourcesBackup Workflow ArticleBackblaze 1.2TB usage post (you must be in the Imagen Community to view it)DaisyDiskBackblazeMissinglettrWhy You Should Listen:Get first-hand workflow strategies from an international wedding photographer.Discover real-life backup systems that protect your photography business (and your sanity).Find out how to stay true to your values while still delivering for your clients.Hear the honest truth about what it takes to manage destination wedding shoots—travel woes, cultural differences, and all.Don't miss this episode—press play to get inspired, organized, and maybe hungry for waffles. Subscribe to Workflows for more stories and actionable photography tips from photographers who get it done.(00:00) - 62 (00:14) - (00:58) - Ana's Journey with Imagen (02:43) - Waffle House Adventures (04:22) - Destination Wedding Photography Workflow (05:03) - The Importance of Backups (10:15) - Client Communication and Workflow Consistency (16:05) - Challenges of Destination Weddings (20:27) - Workflow Improvements and Social Media Aspirations (21:41) - Struggles with Consistent Posting (22:16) - Workflow After Client Delivery (22:40) - Challenges with Social Media and Automation (25:59) - Advice for New Photographers from Minority Groups (26:57) - Dealing with Discrimination in the Industry (27:33) - Importance of Transparency and Values (37:43) - Impact of Mental State on Work Quality (41:09) - Final Thoughts and Where to Find Me
**Cold Open (Jake has started mobile gaming)****Skip the Cold Open at 10:19**The best agencies out there aren't necessarily the ones producing the best results. They're the ones with the best communication and value for what is being paid for.On this episode, we navigate how we have failed in the client communication area recently and how we're trying to correct that and provide more communication to our clients without eating into labor hours that are better spent on servicing their actual accounts.----------------------------------Our recommended agency tools:everbrospodcast.com/recommended-tools/----------------------------------⭐⭐⭐⭐⭐As always, if you enjoyed this episode or this podcast in general and want to leave us a review or rating, head over to Apple and let us know what you like! It helps us get found and motivates us to keep producing this free content.----------------------------------Want to connect with us? Reach out to us on the everbrospodcast.com website, subscribe to us on YouTube, or connect with us on socials:YouTube: @agencyuTwitter/X: @theagency_uLinkedIn: linkedin.com/company/agencyuFacebook: facebook.com/theagencyuInstagram: @theagencyuReddit: r/agency & u/JakeHundleyTikTok: @agency.u
Professional Builders Secrets brings you a special live episode from the International Builders Show in Las Vegas, featuring Ron Nussbaum, founder of BuilderComs, and Janna Colucci, CEO and co-founder of Bundle. In this episode, the two dive into one of the most pressing challenges in construction today, communication, and unpack how better communication can dramatically reduce cost overruns, stress, and unhappy clients.This episode is sponsored by Apparatus Contractor Services, click the link below to learn more:hubs.ly/Q02mNSsG0INSIDE EPISODE 190 YOU WILL DISCOVER Where most client communication breakdowns happen in the build processWhy outdated communication methods are hurting your businessHow to implement a single source of truth for your projectsThe $4,000 impact per employee per yearWhat builders can do today to improve communication And much, much more.ABOUT JANNA COLUCCIJanna Colucci is the Co-founder & CEO of Bundle, a digital procurement platform transforming how builders buy and manage materials. With a background in green building, sustainability, and modular construction, she is passionate about leveraging technology to streamline procurement, reduce waste, and improve efficiency in the homebuilding industry.Connect with Janna: linkedin.com/in/jwc2021/ABOUT RON NUSSBAUMRon Nussbaum, the founder and CEO of BuilderComs, has ingeniously bridged the communication gap in the construction industry. Imagine if Slack and Dropbox had a baby specifically tailored for builders and contractors—well, that's BuilderComs!Connect with Ron: linkedin.com/in/ron-nussbaum/TIMELINE 3:10 Where communication breakdowns begin5:25 Why outdated methods like faxing are still common7:50 The $30 billion cost of miscommunication14:20 What builders can learn from the Domino's Tracker20:45 Why proactive updates are key to client satisfaction28:15 How simplicity in software improves communicationLINKS, RESOURCES & MOREAPB Website: associationofprofessionalbuilders.comAPB Rewards: associationofprofessionalbuilders.com/rewards/APB on Instagram: instagram.com/apbbuilders/APB on Facebook: facebook.com/associationofprofessionalbuildersAPB on YouTube: youtube.com/c/associationofprofessionalbuilders
In this episode, I answer a question from Wil, a massage therapist from Texas, who is considering investing in a business coach for their practice, which has become stagnant in its fifth year of operation.---------------We just launched our new, free soft tissue injury evaluation and treatment training, The Peak Injury Treatment Method.It is the first step in learning how to cut your treatment times in half and easily double your income so you can avoid burnout and help more people get out of pain!If you want to download the training for free, with no strings attached, just click the link below ⬇️Click Here To Download Free TrainingPlease consider joining our 'Soft Tissue Treatment Revolution' community on Facebook, where it's much easier to engage as a group. It's an awesome group on Facebook, covering topics in Injury Evaluation, Treatment, Client Communication, Practice Marketing, Increasing Sales, Scaling Business, and a few other topics of interest in the Soft Tissue Injury Space.As always if you want to be part of the soft tissue revolution here's what you need to do:1. Visit our Facebook Group Page by clicking here
In this candid episode of PPC Live The Podcast, host Anu sits down with Peter Guba, a Google Ads expert and founder of Profit Mill, to explore the raw reality of PPC failures and how they can become powerful learning experiences. Peter shares two memorable mistakes from his career - one hilarious, one costly - that shaped him into the marketer he is today.The main story centres on a perfect storm of PPC disasters: while managing a multi-million dollar enterprise event management client, Peter's Dynamic Search Ads began targeting Christmas trivia content from the client's blog during the holiday season. This led to massive irrelevant traffic, zero qualified leads for over a month, and ultimately the loss of the client - despite Peter successfully fixing the issue using Google's data exclusion functionality.Key takeaways:1. Own Your Mistakes ImmediatelyTransparency and accountability are crucial when things go wrongClients respect honesty more than excuses or blame-shiftingThe person who made the mistake is often best positioned to prevent it from happening again2. Smart Bidding Requires Smart MonitoringAutomation isn't "set it and forget it" - it needs consistent oversightGoogle's algorithm needs substantial data to learn, which can be expensive with broad, irrelevant keywordsThird-party monitoring tools can help catch issues before clients do3. The Perfect Storm Elements to Watch ForDynamic Search Ads + Smart Bidding + Broad SEO content = potential disasterSeasonality can amplify existing targeting issuesEnterprise clients with razor-thin margins have zero tolerance for extended poor performance4. Industry Reality ChecksPPC isn't a magic bullet for fundamental business problemsUnderstand your client's organic conversion rates before diving into paid searchSome industries are simply too competitive for paid search to be profitable5. Authenticity in Professional CommunicationReal failure stories are more valuable than polished success narrativesIn an AI-driven world, genuine vulnerability becomes increasingly rare and valuable"Showing up" consistently matters more than being perfectBonus Lesson: Always double-check your presentation slides for competitor logos before sending - it might accidentally help your pitch!0:00 Introduction to PPC Live The Podcast00:53 Meet Peter Guba: Google Ads Expert05:09 Funny F-Up Story: The Logo Mix-Up08:48 Serious F-Up Story: The Christmas Trivia Disaster18:39 The Importance of Smart Bidding19:18 Learning from Mistakes20:21 Client Communication and Accountability22:02 Challenges with PPC and Demand Generation26:50 The Role of Automation in PPC28:59 The Value of Discussing Failures32:59 Final Thoughts and ResourcesFind Peter on LinkedIn and Profit MillBook a coaching call with AnuPPC Live The Podcast (formerly PPCChat Roundup) features weekly conversations with paid search experts sharing their experiences, challenges, and triumphs in the ever-changing digital marketing landscape.The next PPC Live event is on June 26th in Leeds, UKThe next PPC Live London event is on July 31stFollow us on LinkedInFollow us on TwitterJoin our WhatsApp GroupSubscribe to our Newsletter
It's been a while, but Roop is BACK! Just in time for a busy week at Littlefield Agency. We've got people traveling to AI conferences, client meetings, and more. But that won't stop Sam and Roop from bringing you a new episode of Little Talks!This week, the gang talks about client communication. Simple topic, you say? You would think so—but there's more variety and nuance to it than you might expect! Everyone has their own preferences for communicating, ranging from email to Slack to text. We're happy to work in whatever format, as long as the communication is flowing! That's when we do our best work, and when our clients see the best results.So hit that play button and get to jibber-jabbering with Roop and Sam!— Sam, Roop, Claudia, and BrandonTell us what you think!
On this episode of The Design POP Podcast, host Alexandra Tseffos sits down with Erica Jaffe—Creative Director & Ancillary Specialist at Benhar Office Interiors, and affectionately known as the "Office Furniture Girl" on Instagram, to explore how dealer designers can sharpen their approach and enhance their impact on client interactions.From her early days in interior design, retail furniture sales, to business development at a dealership, Erica shares how clear communication, thoughtful expectation-setting, and a dose of humor can transform the designer-client relationship. Hear how she's leveraging social media to educate, entertain, and build both trust and credibility within the design community.Where to find The Design POP in Chicago https://www.thedesignpop.com/Chicago-2025The Design Pop is an Imagine a Place Production (presented by OFS)Connect with Alexandra on LinkedInFollow The Design Pop on LinkedIn
In this episode of the Post Status Happiness Hour, host Michelle Frechette interviews Zach Hendershot, creator of Miruni, a tool designed to streamline client feedback and project management for web developers, especially within the WordPress ecosystem. Zach explaining how Miruni automates mundane tasks, allowing developers to focus on strategic work. The episode highlights Miruni's features, such as capturing client requests and automating edits, and touches on future enhancements like automated SEO optimization and advanced client communication. The discussion underscores Miruni's potential to enhance efficiency and client satisfaction.Top Takeaways:Miruni is Built to Streamline Client Feedback for Agencies: Miruni enables clients to leave feedback directly on live websites by clicking and commenting, which then creates a structured request in the agency's dashboard. This direct, contextual input eliminates miscommunication, reduces friction, and speeds up the revision cycle.Transparency and Communication Are Core to Its Value Proposition: One of the standout benefits is accountability: Miruni provides a record of what clients requested. Agencies get a traceable history of requests, improving trust and transparency.The Platform Is Actively Evolving Based on Real-World Use and Community Feedback: Miruni is addressing practical challenges like mismatched image formats, file size optimization, and the need for better reporting. The team is responsive to feature requests—like client change logs and multi-user identification—and is working to enhance collaboration tools, user roles, and automation without sacrificing human oversight or quality.The Miruni Team Is Approachable and Focused on Helping Agencies Succeed: Zach emphasized their openness to demos, direct support, and ongoing learning from users. Their hands-on, collaborative approach makes them a valuable partner for agencies navigating complex client relationships and content workflows.Mentioned In The Show:MiruniElementorBreakdanceBricksDiviBeaver BuilderHubspot
Want to learn how to talk to your strength training clients like the experts do? Smart Strength Austin's Skyler Tanner talks about the most effective ways to answer some of the most common questions your prospects and new clients might have, like whether cardio is necessary or not, the right training frequency, how to fix saggy skin, along with other common concerns (and a few technical things, too!). If you want to improve the way you communicate with clients and become more confident in delivering talking points, there's a lot you can learn from Skyler in this one! ━━━━━━━━━━━━ Build a successful strength training business (free trial) ━━━━━━━━━━━━ Not sure? Book a quick clarity call (no pressure) ━━━━━━━━━━━━ For the complete show notes, links, and resources, click here
Flow State of Mind Podcast | Health | Fitness | Physique | Psychology | Business
Creating automatons with AI has never been easier and I don't want you to get left behind in this industry if you haven't started implementing these tools in your business. I am going to share 4 big coaching tasks you're probably spending too much time on that AI can help you with and even create a better product and experience for your clients. Stay tuned for Part 2 where we will cover how to implement high touch human connection elements to set your coaching program apart. Time Stamps: (1:09) What Are Your Clients Actually Paying For? (2:18) My Economics Professor (3:21) Delegate, Automate, and Eliminate (4:51) Flintstones vs Jetson's (6:53) Client Onboarding (8:27) Program Creation (10:46) Client Communication (12:34) Whisper Flow (13:27) Client Tracking and Analytics ---------- Whenever You're Ready, Here Are 4 Ways We Can Help You (For Free) (Community) Join the Fitness Business Secrets FB Community to Unlock Your Free 5 Clients in 5 Days Mini-Course (Content) Grab our exact post templates that are responsible for more than 3,500 online clients in our business Automated Post Planner (Instagram) 3-5x Your Engagement, Grow an Audience and Generate Dream Clients from Instagram IG Playbook For Health & Fitness Coaches (Get Clarity) Schedule a FREE No-Obligation 15-minute Call to Explore How To Add 10,000/Mo to Your Business–Guaranteed
In this episode, Nick & Tyler talk about what it really takes to walk away from a project — and why it's sometimes the most responsible move a builder can make. They break down a real scenario where NS Builders stepped back during pre-construction, share the signs they couldn't ignore, and open up about the fear, second-guessing, and professionalism required to make the call. This one's about clarity, boundaries, and protecting both your team and your reputation. Show Notes: Reputation and Client Selection (0:00) Sponsors and Product Promotions (1:18) Client Communication and Project Challenges (4:46) Unrealistic Expectations and Project Management (11:53) Client Behavior and Professionalism (27:52) Owner-Supplied Materials and Project Management (38:21) Reputation and Future Business (47:37) VIdeo Version https://youtu.be/jXEt7T3BDn4 Partners: Andersen Windows Buildertrend Velux Harnish Workwear Use code H1025 and get 10% off their H-label gear The Modern Craftsman: linktr.ee/moderncraftsmanpodcast Find Our Hosts: Nick Schiffer Tyler Grace Podcast Produced By: Motif Media
Send us a textThe Customer Success Playbook podcast wraps up its enlightening three-part series with Kristen Nolan of Interview Valet by exploring the delicate balance between technology and human connection. In this forward-thinking discussion, Kristen reveals how she leverages AI as a strategic tool while maintaining authentic relationships. From using AI to identify unique client differentiators to employing dictation for efficiency, this episode offers practical ways to harness technology without sacrificing the personal touch. Hosts Roman Trebon and Kevin Metzger guide a conversation that demonstrates how AI can enhance rather than replace meaningful connections in customer success.Detailed AnalysisAs AI continues to transform business operations, customer success professionals face a critical question: Can technology actually strengthen human relationships rather than diminish them? This episode provides a refreshingly balanced perspective that avoids both technological evangelism and fearful resistance.Kristen Nolan's approach to integrating AI into client relationships stands out for its pragmatism and strategic focus. Working at Interview Valet, where "relationships are the ultimate currency" serves as a core value, Kristen has developed a methodology that leverages AI as a starting point rather than an end solution. Her process of using tools like ChatGPT to identify a client's unique differentiators demonstrates how AI can enhance relationship-building by providing deeper insights that might otherwise remain undiscovered.What makes this discussion particularly valuable for the customer success playbook is the emphasis on maintaining authenticity while embracing technological efficiency. Kristen's guidance on viewing AI outputs as "a baseline" that requires human refinement offers a practical middle path for CS professionals concerned about sounding robotic or inauthentic in client communications. As she notes, "AI can't make up personal stories for you," highlighting the irreplaceable value of human experience in building genuine connections.The hosts share equally practical applications, with Roman revealing how he uses AI to improve the tone and client-centricity of his communications—not by blindly copying AI outputs, but by using them as a mirror to recognize when his natural communication style might come across as too abrupt. This application addresses one of the most common challenges in customer success: ensuring that necessary direct communications don't damage valuable relationships.For customer success teams looking to scale their operations without sacrificing quality, this episode provides a framework for thoughtful AI integration. The discussion moves beyond theoretical benefits to share tangible techniques like using ChatGPT projects to maintain context, leveraging dictation for efficiency, and using AI to help craft more concise communications. These practical tips demonstrate how technology can free up time for meaningful relationship-building rather than replacing it.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CuPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.
July's here, and while the calendar might look quiet, your marketing shouldn't be! In this episode of the Auto Repair Marketing Podcast, Brian Walker and Caroline Legrand share real strategies to keep your shop top of mind and your bays full during the summer slowdown.From summer travel prep and college car check-ins to back-to-school drives and fun offbeat holidays like Chicken Wing Day and Tattoo Day, this episode is packed with creative, low-effort ways to stay connected with your community.You'll also learn how to use slower days to plan, boost team morale, and build content that connects.Hit play, get inspired, and keep that summer momentum rolling! ☀️Thank you to our friends at RepairPal for this episode. RepairPal will introduce your shop to new customers through repairpal.com, the largest site for auto repair. Learn more atRepairPal.com/shops.Declined repairs don't have to be lost revenue. AppFueled's call center schedules follow-up calls and equips your team with everything they need to close the deal. Get started now at appfueled.com Lagniappe (Books, Links, Other Podcasts, etc)July Social Media Content TopicsDays of the YearNational Calendar Show Notes with TimestampsPreparing for July Marketing (00:00:25) Discussion on the importance of planning marketing strategies for July, focusing on themes like freedom and summer safety.Engaging with the Community (00:01:10) Emphasis on keeping customers engaged during a slow month and using social media effectively.Back to School Promotions (00:02:04) Importance of early planning for back-to-school promotions and community involvement in school supply drives.Vehicle Maintenance for College Students (00:03:22) Encouraging vehicle check-ups for college students returning home for summer before heading back to school.Utilizing CRM for Client Communication (00:04:40) Using customer relationship management tools to remind clients about vehicle maintenance for college students.Busy Summer Months (00:05:26) Advice on managing busy summer months and scheduling maintenance during slower periods in August and September.Summer Safety and Vehicle Maintenance (00:06:37) Highlighting the importance of vehicle safety checks during the hot summer months.Creative Marketing Ideas for July (00:07:08) Suggestions for fun marketing content ideas, including engaging with technicians during slower days.National Days and Events (00:09:09) Discussion on leveraging national days and events for creative marketing strategies in July.Community Engagement through Sports (00:10:45) Using local sports events to engage the community and promote the shop through giveaways or themed events.Sponsorship Mention - RepairPal (00:11:27) Highlighting the benefits of being part of the RepairPal certified network for auto repair shops.Sponsorship Mention - App Fueled (00:12:26) Introduction to App Fueled and how it can enhance customer loyalty for auto repair shops.International Chicken Wing Day (00:13:29) Ideas for celebrating International Chicken Wing Day with team cookouts and...
July's here, and while the calendar might look quiet, your marketing shouldn't be! In this episode of the Auto Repair Marketing Podcast, Brian Walker and Caroline Legrand share real strategies to keep your shop top of mind and your bays full during the summer slowdown.From summer travel prep and college car check-ins to back-to-school drives and fun offbeat holidays like Chicken Wing Day and Tattoo Day, this episode is packed with creative, low-effort ways to stay connected with your community.You'll also learn how to use slower days to plan, boost team morale, and build content that connects.Hit play, get inspired, and keep that summer momentum rolling! ☀️Thank you to our friends at RepairPal for this episode. RepairPal will introduce your shop to new customers through repairpal.com, the largest site for auto repair. Learn more atRepairPal.com/shops.Declined repairs don't have to be lost revenue. AppFueled's call center schedules follow-up calls and equips your team with everything they need to close the deal. Get started now at appfueled.com Lagniappe (Books, Links, Other Podcasts, etc)July Social Media Content TopicsDays of the YearNational Calendar Show Notes with TimestampsPreparing for July Marketing (00:00:25) Discussion on the importance of planning marketing strategies for July, focusing on themes like freedom and summer safety.Engaging with the Community (00:01:10) Emphasis on keeping customers engaged during a slow month and using social media effectively.Back to School Promotions (00:02:04) Importance of early planning for back-to-school promotions and community involvement in school supply drives.Vehicle Maintenance for College Students (00:03:22) Encouraging vehicle check-ups for college students returning home for summer before heading back to school.Utilizing CRM for Client Communication (00:04:40) Using customer relationship management tools to remind clients about vehicle maintenance for college students.Busy Summer Months (00:05:26) Advice on managing busy summer months and scheduling maintenance during slower periods in August and September.Summer Safety and Vehicle Maintenance (00:06:37) Highlighting the importance of vehicle safety checks during the hot summer months.Creative Marketing Ideas for July (00:07:08) Suggestions for fun marketing content ideas, including engaging with technicians during slower days.National Days and Events (00:09:09) Discussion on leveraging national days and events for creative marketing strategies in July.Community Engagement through Sports (00:10:45) Using local sports events to engage the community and promote the shop through giveaways or themed events.Sponsorship Mention - RepairPal (00:11:27) Highlighting the benefits of being part of the RepairPal certified network for auto repair shops.Sponsorship Mention - App Fueled (00:12:26) Introduction to App Fueled and how it can enhance customer loyalty for auto repair shops.International Chicken Wing Day (00:13:29) Ideas for celebrating International Chicken Wing Day with team cookouts and...
In this episode, Danielle and Eva dive into the nuances of building and maintaining strong client relationships. They explore key topics such as navigating payments, project follow-ups, and the critical role of meeting deadlines. Through personal stories and real-world experiences, they shed light on the importance of understanding clients' payment patterns and preferences. The conversation also touches on the emotional dynamics of discussing money and how maintaining a warm, professional tone can make all the difference. Finally, they emphasize the power of gratitude and how small gestures can go a long way in fostering long-term client trust and loyalty.Be part of the conversation – follow us @ghostbosspodcast on Instagram!
In this episode, I received a question from a Massage Therapist in New York who is experiencing real struggles with clients dropping out of treatment and saying they can no longer afford to come in.---------------We just launched our new, free soft tissue injury evaluation and treatment training, The Peak Injury Treatment Method.It is the first step in learning how to cut your treatment times in half and easily double your income so you can avoid burnout and help more people get out of pain!If you want to download the training for free, with no strings attached, just click the link below ⬇️Click Here To Download Free TrainingPlease consider joining our 'Soft Tissue Treatment Revolution' community on Facebook, where it's much easier to engage as a group. It's an awesome group on Facebook, covering topics in Injury Evaluation, Treatment, Client Communication, Practice Marketing, Increasing Sales, Scaling Business, and a few other topics of interest in the Soft Tissue Injury Space.As always if you want to be part of the soft tissue revolution here's what you need to do:1. Visit our Facebook Group Page by clicking here
On this episode of “The Building Code,” Charley is joined by co-host, Sagar Disai, group product manager at Buildertrend. They're chatting with podcast regular, Adam Copenhaver, co-founder of CopeGrand Homes. Adaam, with his passion for creating unique living spaces, brings a hands-on approach to every project from concept to completion. Tune in to the full episode to discover how Buildertrend's new AI-generated summaries are reshaping communication for home builders – making it faster, more personalized and easier than ever to keep clients in the loop. Learn more about Buildertrend's enhanced client experience with new Client Updates and AI summaries: https://buildertrend.com/communication/construction-client-portal/ Check out the beautiful work of CopeGrand Homes: https://www.copegrandhomes.com/ Read the shownotes for this episode here: https://buildertrend.com/podcast/the-building-code/268-adam-copenhaver/ Join “The Building Code” Facebook group: https://www.facebook.com/groups/thebuildingcodecrew/ FACEBOOK: https://www.facebook.com/buildertrend/ INSTAGRAM: https://www.instagram.com/buildertrend/ TWITTER: https://twitter.com/Buildertrend/ YOUTUBE: / @buildertrend LINKEDIN: https://www.linkedin.com/company/buildertrend #Buildertrend #BuiltWithBuildertrend #ConstructionSoftware #AI
In this episode, I answer a question from a Massage therapist who is trying to figure out how to optimize their marketing to help attract quality clients using social media and trying to keep the costs relatively low.This question came from Emily, a Massage Therapist in Georgia who has been in practice for 7 years and operates her own solo business. She asked:“ I have been pretty consistent over the past year with being about 90 percent booked up in my business, but have kind of grown stagnant and bored with doing more of the traditional massage work and want to stay working more in treating injuries and chronic pain like you do, but I have no idea how to go about marketing this idea to new clients who are looking for this specific treatment and not having them think I'm just doing regular massage work. I do have social media accounts or Facebook and Instagram, but rarely post on there as most of my practice is word of mouth from other clients. I know my current clients wouldn't go for the change of doing a shorter, but more effective injury treatment like you talk about, so I need to find a way to find ideal clients outside of my current client base, but I have no clue where to even start? I don't have much budget to spend on all this, should I hire a marketing agency, start running ads, doing events or anything else? Any insights and guidance would be much appreciated. Thanks for all the information you have shared over the years, its been extremely valuable to me!”---------------We just launched our new, free soft tissue injury evaluation and treatment training, The Peak Injury Treatment Method.It is the first step in learning how to cut your treatment times in half and easily double your income so you can avoid burnout and help more people get out of pain!If you want to download the training for free, with no strings attached, just click the link below ⬇️Click Here To Download Free TrainingPlease consider joining our 'Soft Tissue Treatment Revolution' community on Facebook, where it's much easier to engage as a group. It's an awesome group on Facebook, covering topics in Injury Evaluation, Treatment, Client Communication, Practice Marketing, Increasing Sales, Scaling Business, and a few other topics of interest in the Soft Tissue Injury Space.As always if you want to be part of the soft tissue revolution here's what you need to do:1. Visit our Facebook Group Page by clicking here
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Send us a textIn this episode, we're so excited to chat with Megan Gersch, a creative director and brand/website designer, who has worked with some of the most well-known names in the entertainment industry (Netflix, Regent Theater, KCRW Radio, and Live Nation). She shares what it *really* looks like to build a brand that stands out and feels like you.
In this episode, we're diving into one of the biggest struggles freelancers are facing right now—getting clients to actually respond, give clear feedback, and stick to the original project scope. Nick and Mikelle kick things off by sharing real-world pain points and how this trend is quietly killing timelines, budgets, and creative momentum.Then, we tackle your most burning questions about client communication: What do you do when a client vanishes mid-project? How do you steer the ship when direction is vague—or constantly changing? And how can you protect yourself from endless revisions and scope creep?To wrap it all up, we serve up 5 super-practical, battle-tested tips to help you stay in control, set the tone from day one, and keep your sanity (and your schedule) intact.If you've ever felt like a project manager, therapist, and psychic all in one—this one's for you.
In this conversation, Sean and Catherine reconnect after some time apart, sharing personal updates including health concerns and vacation experiences. They delve into the current economic climate, discussing the noticeable slowdown in inquiries and leads in their industry, attributing it to uncertainty surrounding tariffs and the stock market. Their light-hearted banter is interspersed with deeper reflections on the implications of these trends for their business and the broader economy. In this conversation, Sean and Catherine discuss the challenges of managing an influx of leads in their construction business, the impact of slow inquiries on their operations, and the importance of embracing the natural cycles of business. They reflect on the need for mindfulness and strategic adjustments during slower periods, emphasizing the value of evaluating processes and maintaining a healthy outlook amidst uncertainty. In this engaging conversation, Catherine and Sean explore various topics ranging from construction tools to environmental issues and business insights. They discuss the roof snake tool, the alarming size of the Great Pacific Garbage Patch, and the Bechtel Corporation's significant role in the construction industry. The duo also delves into the realities of trash generation, landfill management, and the importance of stress management in business during uncertain times. Their light-hearted banter and insightful reflections make for an entertaining and informative discussion.
Unlock the secrets to a thriving wedding photography business with Taylor Jackson, a renowned photographer and educator. In this insightful interview, Taylor shares his journey from shooting weddings to building a successful photography brand that allows him to work smarter, not harder.What You'll Learn:Strategies to streamline your wedding photography workflow for maximum efficiency.Tips on building a personal brand that attracts your ideal clients.Insights into pricing your photography services for profitability.The importance of continuous learning and mentorship in the photography industry.Whether you're an amateur photographer, a semi-professional, or someone looking to start a photography business, this interview is packed with valuable insights to elevate your craft and business acumen.******************************************************************SUPPORT THE PODCAST: www.buymeacoffee.com/camerashake******************************************************************JOIN THE CAMERA SHAKE COMMUNITY for the latest news and some behind the scenes insights: www.camerashakepodcast.com******************************************************************Check out our sponsor: www.platypod.com******************************************************************THIS WEEK'S LINKS:Taylor Jackson on the web:https://www.taylorjacksonweddings.com/Taylor Jackson on Social Media:Facebook: https://www.facebook.com/taylorjacksonphotokitchener/Instagram: https://www.instagram.com/taylorjackson/YouTube: https://www.youtube.com/@TaylorJacksonPhotoJOIN THE CAMERA SHAKE COMMUNITY for the latest news and some behind the scenes insights: www.camerashakepodcast.com======================================CAMERA SHAKE PODCAST ON YOUTUBE:https://www.youtube.com/camerashakeFULL EPISODE 255 ‘Work Less, Earn More in Wedding Photography with TAYLOR JACKSON' IS ALSO AVAILABLE ON: YouTube - https://youtu.be/5sPJNJ2MYgQApple Podcasts - https://apple.co/2Y2LmfmSpotify - https://spoti.fi/304sm2G FOLLOW US ONInstagram: https://www.instagram.com/camerashakepodcast/Facebook: https://www.facebook.com/camerashakepodcastTwitter: https://twitter.com/ShakeCameraKersten's website:www.kerstenluts.comKersten on Instagram:https://www.instagram.com/kerstenluts/https://www.instagram.com/threeheadsinarow/
Do you feel uncomfortable with the sales process as a creative? In this candid mini-episode, Martine Severin tackles the topic many creatives dread: sales. Martine breaks down practical strategies for artists to sell their work authentically without feeling like "used car salesperson." Chapters 00:00 Introduction to Creative Life 00:23 The Visibility to Sales Paradox 03:16 Understanding Sales for Artists 10:19 Building Community and Networking 14:00 Cultivating an Audience and Collectors 20:07 The Sales Process Explained 27:35 Transforming Sales Mindset Perfect for: Artists, photographers, designers, and creatives who feel uncomfortable with the sales process but want to improve their results. Danielle Chutinthranond: E28 Maria Bayer: https://members.mariabayer.com/2025-is/ Maria on Instagram KEEP UP WITH MARTINE: Website: Martine Severin Follow on Instagram: @martineseverin | @thisishowwecreate Subscribe to the Newsletter: Martine's Substack This episode of This is How We Create is produced and edited by Martine Severin. #CreativeBusiness #ArtSales #CreativeEntrepreneurship #SalesForArtists
Eric Kearney and Joseph Lanza discuss the importance of realistic assumptions in retirement planning, the risks of relying on inheritance, and the need for a comprehensive financial plan. They explore common misconceptions about retirement savings, the current volatile market, and opportunities in annuities and Roth conversions. The conversation emphasizes the significance of planning for various scenarios and the necessity of adapting financial strategies to changing market conditions. The hosts also promote upcoming educational events aimed at empowering individuals to take control of their financial futures. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.
You booked the video appointment—great. But what you do next determines if you get hired or ghosted. In this episode, Dan Rochon reveals the three crucial actions top agents take between the phone call and the consult that dramatically increase conversion. This is how you go from “maybe” to “yes” without chasing, convincing, or begging. If you're ready to stop losing warm leads, this is the episode to study on repeat.What you'll learn on this episodeWhat you do after the call often matters more than the call itself.There's a simple rhythm to move from phone to video consult that works every time.Using the right language creates a feeling of certainty for the prospect.The strongest agents follow a specific step sequence that makes them the obvious choice.If you're not setting the next meeting with confidence, you're leaving money on the table.Conversion starts with clarity and ends with a consistent follow-up process.Repetition isn't boring—it's what builds mastery and trust.The phrase “quick video call—it'll save you time” works better than you think.Introducing the lender the right way builds borrowed trust instantly.The magic is in the setup—not the sale.Resources mentioned in this episodeWhatsApp Group: where scripts are uploaded for practiceGoogle Calendar Invite: used for pre-setting the consultation10-second video text script: for boosting connection before the callLender introduction text: for third-party credibility and momentum To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan Rochon
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training How often and effectively do you communicate with clients? What strategies are you implementing to build trust and develop lasting relationships to retain good clients? We all have blind spots in business, and today's featured guest identified one of the most significant ones for business owners is client communication and how messages succeed or fail to get through effectively. He'll share his journey of starting a business with the mission of helping business owners identify and repair communication gaps with clients to forge stronger relationships and discuss how he found his niche. He'll also address common communication blind spots that undermine client relationships and emphasize why agency owners must remember that this is fundamentally a relationship business—one where building connections should precede any sales pitch. Join us for insights into marketing, communication, and the importance of addressing blind spots in both business and life. Tim Riddle is the founder of Discover Blind Spots, a marketing agency that specializes in helping financial advisors uncover and address these blind spots in their marketing and messaging. He shares his journey into the marketing agency world, the origin of his agency's unique name, and how his exploration of blind spots in life led him to identify communication as a critical area where businesses often struggle. In this episode, we'll discuss: Choosing a niche in solving their common blind spots. 2 key elements of client communication. Letting clients have the spotlight to build trust. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Choosing a Niche and Solving their Common Blind Spot Tim's agency name, Discover Blind Spots, originated from a book he had written years before contemplating entrepreneurship. In "Blind Spots: What You Don't See Can Hurt You," he explored various cognitive and perceptual gaps people commonly experience. During his research, he found one theme kept coming up: communication failures. With entrepreneurial insight, Tim recognized this widespread communication gap as a potential business opportunity. He launched his venture with an ambitious vision of transforming business owners' careers through improved communication. Despite starting with no clients and no immediate prospects, he couldn't let go of the idea without at least trying. Initially, he started by offering his services for free asking only for positive reviews, aiming to build credibility and visibility. However, the true turning point came unexpectedly during a conversation with a friend who was a financial advisor. During their conversation, Tim inquired about his friend's client relationship management approach and got the typical answer of meeting with them for lunch every once in a while. When Tim learned his friend had approximately 300 clients but had only arranged a handful of lunches that year, he saw an opportunity to fill that communicational gap and offered a tailored solution that included creating content, both video and written that would reflect the advisor's voice and perspective, to authentically communicate and engage with his clients. It was a risk to pivot his focus towards financial advisors, a sector he had not originally planned to target, but it was this very risk that led to the establishment of a successful niche for his agency. Transitioning to Premium Pricing Based on Value While that was his first introduction to what would become his niche going forward, it did not immediately translate into paid work. The relationship with this financial advisor served as a crucial stepping stone rather than a direct revenue source. That milestone came later, as Tim's friend introduced him and recommended him to more potential clients and his opportunities in the sector grew. Once he saw the opportunity to monetize his services, Tim started by charging a modest $500 per project, a common approach among agency owners. Finally, once he landed his first big client, he was asked to come up with a monthly fee and upgraded to charging $5,000 per month. It was a shift to a value-based pricing model most agency owners take too long to adopt and a starting point to truly start scaling the agency. 2 Key Elements of Top-Notch Client Communication We've all experienced customer service that starts strong during the sales process but deteriorates once the purchase is complete. Poor follow-up communication leaves clients with unanswered questions about their purchase, casting a negative shadow over the entire experience. Responsiveness: Tim believes silence is the enemy in client relationships. He says there's never a good reason to allow communication gaps that make clients question the relationship. Likewise, he warns against applying a transactional mindset to a relationship-driven business. This only serves to frustrate clients and lead to missed opportunities. Being responsive doesn't mean having immediate answers or dropping everything to find them. Often, a simple acknowledgment that you don't have the information yet but are working to get it promptly can significantly reassure clients. Adaptability: Another key aspect of Tim's approach is identifying each client's preferred communication channel early in the relationship. People have different preferences—some avoid phone calls and find emails to be less intrusive while others prefer them as a quicker way to solve an issue. By adapting to the client's preferred mode of communication, agencies can save considerable time and stress. Interestingly, if you're attentive, clients often reveal their communication preferences through their behavior without you having to ask directly. For instance, if a client rarely responds to emails but answers calls promptly, they likely prefer handling matters quickly by phone. Taking the extra effort to communicate in a style that resonates with each client leads to faster resolutions and more productive partnerships. Allowing Clients to Have the Spotlight Leads to Trust & Effective Communication Tim's efforts to adapt to clients have extended beyond just communication channels to improve the overall client experience, particularly during initial meetings. Traditionally, he would schedule two-hour sessions packed with questions, aiming to leave with a comprehensive 90-day action plan. More recently, however, he began to start the meeting by asking the client “tell me a little about yourself”. This can lead to a 5-minute summary or a 30-minute account of their business' history but Tim finds letting the client feel heard helps out them at ease and leads to smoother more amicable meetings. As an expert, you might quickly identify solutions to a client's problems within minutes of meeting them. However, rushing to provide answers won't help establish the trust necessary for a successful partnership. Building that sense of safety requires patience—sitting back and truly listening as clients share what they believe is essential information. This approach enables them to feel confident that you have a complete understanding of their situation before developing an action plan. People have a fundamental desire to be understood. By creating space for clients to share their stories and experiences, businesses can cultivate meaningful trust and rapport that serve as the bedrock for successful long-term relationships. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
In this episode, I share the power that came when I finally stopped lying to myself that I didn't care about making an awesome living in my business, and how changing that perspective completely transformed my life!---------------We just launched our new, free soft tissue injury evaluation and treatment training, The Peak Injury Treatment Method.It is the first step in learning how to cut your treatment times in half and easily double your income so you can avoid burnout and help more people get out of pain!If you want to download the training for free, with no strings attached, just click the link below ⬇️Click Here To Download Free TrainingPlease consider joining our 'Soft Tissue Treatment Revolution' community on Facebook, where it's much easier to engage as a group. It's an awesome group on Facebook, covering topics in Injury Evaluation, Treatment, Client Communication, Practice Marketing, Increasing Sales, Scaling Business, and a few other topics of interest in the Soft Tissue Injury Space.As always if you want to be part of the soft tissue revolution here's what you need to do:1. Visit our Facebook Group Page by clicking here
Navigating AI in IT Consulting: Insights from Michael Thomsen In this episode of Command Control Power, hosts welcome Michael Thomsen of Origin 84, dialing in from Australia. Michael shares critical insights into the use of AI in IT consulting. Topics range from the pros and cons of binge-listening to tech podcasts to the practical uses of AI tools like ChatGPT and Google's Gemini. Michael emphasizes the importance of balancing automation with human interaction, sharing examples of how AI can enhance efficiency, such as generating meeting summaries, handling complex client requests, and improving ticketing systems. The discussion also touches on the risks of data leakage, the necessity of well-defined policies, and the future implications of AI in both enhancing productivity and posing security challenges. 00:00 Introduction and Guest Welcome 00:36 Listener Feedback and Follow-Up 02:41 AI Tools in Daily Work 05:51 AI Integration in Business 09:08 Real-World AI Use Cases 13:52 Challenges and Best Practices with AI 23:50 AI in Education and Policy 27:22 Understanding AI Policies and Data Leakage 28:28 Balancing AI Empowerment and Security Risks 29:21 Credential Stuffing and Security Examples 30:49 Implementing Effective AI Policies 32:10 Microsoft Tools for Data Security 35:03 Challenges in Modern Security Practices 39:14 Leveraging AI for Productivity 42:09 AI in Client Communication and Ticketing 47:48 The Human Element in AI Integration 51:32 Concluding Thoughts on AI and Security
In this episode, Ray Sclafani explores the evolving landscape of financial advisory services, emphasizing the importance of understanding and communicating true value to clients. He discusses the limitations of traditional AUM-based revenue models and highlights the need for advisors to adapt their fee structures to reflect the comprehensive value they provide. Key insights include the significance of effective client communication, the future of advisory compensation, and the necessity of tracking time and value in client relationships. Sclafani encourages advisors to engage in strategic planning to ensure sustainable growth and to meet the changing needs of their clients.Key TakeawaysAdvisors must understand their true value beyond AUM.Evolving revenue models are essential for capturing client value.Tracking time spent on client services can inform pricing strategies.Discounting fees may indicate a lack of perceived value.Younger clients prefer alternative fee arrangements.Advisors should adapt to the needs of next-generation clients.Coaching QuestionsHow can we better communicate the total value we provide to clients, beyond just managing assets, to ensure our fees reflect our true impact on their lives?In light of our industry's evolving revenue models, what steps should we take in the next 3-5 years to diversify our fee structures and ensure sustainable growth?What opportunities do we see to integrate more personalized services, such as family legacy planning or philanthropic advising, into our offerings, and how can we effectively charge for these services?How might we enhance client engagement through more consistent communication about achievements and outcomes, ensuring they recognize the breadth of value we deliver?Considering our AUM-based fees, how can we measure and demonstrate the return on investment clients receive from our advice, particularly in areas like tax savings, financial security, or long-term planning?For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.
Send us a text In this high-impact episode of the Customer Success Playbook, hosts Kevin Metzger and Roman Trebon welcome Mary Schmid, MBA, a communication and leadership expert with a passion for rewiring how we listen. Mary reveals how to shift from surface-level exchanges to trust-building dialogues by embracing her "Conversational Edge" framework. Rather than defaulting to advice-giving, Mary urges professionals to pause and lean into connection-first listening. With a foundation in neuroscience, she explains how we unconsciously drop out of conversations every 12 to 18 seconds—and how to stay tuned in. If you think you're a good listener, this episode might surprise you.Detailed Analysis: This episode flips the script on what it means to be a "trusted advisor." Mary Schmid argues that client relationships are often eroded by a focus on proving expertise instead of demonstrating care. Using brain science as a guide, she introduces the idea that effective listening triggers the brain's trust response. Listeners are walked through a conversational sequence that begins with understanding the situation, moves into exploring the client's thoughts and emotions, and culminates in assessing the impact. The goal? Helping clients feel heard, not herded.Mary deftly explains how traditional expertise-driven dialogue creates power imbalances, pushing clients into defensive, disengaged states. In contrast, her approach taps into the oxytocin-powered trust circuit by creating psychological safety. The episode offers practical examples and humorous insights—including Kevin getting called out for zoning out every few seconds (we're looking at you, Kevin).For business leaders and customer success professionals, Mary provides a vital reminder: real influence stems from emotional connection, not intellectual superiority. When you guide a client into collaborative discovery, rather than corner them with solutions, you spark engagement and build lasting loyalty.Her parting wisdom? Respect begins with listening to connect, not correct.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookCheck out https://funnelstory.ai/ for more details about Funnelstory. You can also check out our full video review of the product on YouTube at https://youtu.be/4jChYZBVz2Y.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.
Host: Michael FanningIn this episode of Windermere Coaching Minute, Michael Fanning explores how real estate agents can use AI tools like Claude and ChatGPT to enhance client relationships and streamline communication. He explains how these tools can help agents craft client-centric communications that build trust, demonstrate empathy, and position them as lifelong advisors rather than transaction facilitators.The quality of AI output depends entirely on the clarity and specificity of promptsClaude is highlighted for its ability to understand nuances and generate warm, human-sounding languageEffective prompts should specify your goal, desired tone, and center the client's experienceAI can help tailor communication to different personality types (analytical, relationship-focused, decisive, methodical)These tools should enhance human connection, not replace itFor Buyer Consultations:"Create a warm conversational buyer consultation guide that helps me understand my clients' home ownership dreams and life goals first, before discussing budgets or neighborhoods. Include thoughtful questions that show I care about their long-term happiness, not just the transaction."For Competitive Offer Situations:"Draft a supportive email template that walks first-time home buyers through the offer process with empathy and clarity. Help me explain complex market dynamics in a way that builds their confidence and reduces anxiety while positioning me as their advocate, rather than somebody pushing for a quick decision."For Seller Home Preparations:"Create a compassionate home preparation guide that acknowledges the emotional process of letting go of a family home. Include ways to frame improvement suggestions as investments in their successful transition rather than criticizing their beloved space."For Past Client Nurture Campaigns:"Create a value-first nurture campaign for past clients that focuses on being a consistent resource rather than asking for referrals. Include genuine check-in messages, helpful homeowner tips, and community information that positions me as their trusted real estate advisor for life."For Testimonial Requests:"Write a heartfelt message requesting feedback from recent clients that expresses genuine appreciation for trusting me with their real estate journey. Include general prompt questions that invite them to share their authentic experience while making it clear their relationship matters more than the review."Be specific about your audienceRequest a tone that matches your personal brandAlways review and personalize the AI outputExperiment with different prompts for the same taskSave your best prompts for future useAI tools like Claude aren't about automating human connection but enhancing it. They free up time and mental energy to focus on building genuine relationships with clients. The future of real estate belongs to agents who blend the efficiencies of technology with human empathy and expertise.
About:Ignacio Rodriguez is a self-made and visually driven architect with an impressive portfolio of luxury real estate successes throughout Southern California. His firm, IR Architects, has designed a half-billion square feet of built high-end luxury homes ranging from 5,000 square-foot contemporary new-builds to 70,000 square-foot estates. Since launching IR Architects in 2012 at age 28, Ignacio has quickly become a vigorous force in the highly competitive world of Southern California luxury residential architecture. He places a strong emphasis on collaborating with clients to bring their visions and his designs to fruition by fusing his client-focused approach with a passion for providing functional, yet visually appealing, designs. More From IR Architects: Website: https://irarchitects.us Instagram: https://www.instagram.com/ir.architects Facebook: https://www.facebook.com/ignaciorodriguezarchitects X: Website: https://x.com/ir_architects LinkedIn: https://www.linkedin.com/company/ir-architects/ Pinterest: https://www.pinterest.com/irarchitects/s-rockingham/ SnapChat: https://www.snapchat.com/add/ir.architects More from us:Website: www.adppodcast.com Instagram: http://instagram.com/adppod_
Join us for the Vet Vault's own conference in the snow: Vets On Tour Wānaka, New Zealand, 10-15 August 2025!Have you ever felt pressured, as a vet, to do more 'stuff' - diagnostics, procedures, and sell more, even when you can't quite see the clinical justification for it? In this episode we welcome Dr. Brennen McKenzie-veterinarian, researcher, creator of the SkeptVet blog, author of Placebos for Pets? The Truth About Alternative Medicine in Animals, and all-round lover of science-based thinking. And who better to help us draw the line between solid science and revenue-driven decision making than someone who is known for their scepticism? Dr. McKenzie brings real-world wisdom and refreshing honesty to the debate. Together we explore the often-unspoken pressures of profit-driven care, commission-based pay, and what happens when business incentives conflict with good science. Brennen shares lessons from two decades in practice on how to use Spectrum of care reasoning to make clinical decisions that respect science, client resources, and the needs of your employer. A must-listen for any vet who's ever questioned the system—and their place in it.Find out more about Brennen's current work in longevity at loyal.com.Join our community of Vet Vault Nerds to lift your clinical game and get your groove back with our up-to-date, easy-to-consume clinical episodes at vvn.supercast.com.Get help with your tricky cases in our Specialist Support Space.Visit thevetvault.com for show notes and resources related to this episode.Subscribe to our weekly newsletter here for Hubert's favourite clinical and non-clinical learnings from the week.Episode Topics and Timestamps08:11 The Shift to Profit Driven Veterinary Practice09:46 A Guide to Evidence-Based Decision Making12:00 Client Communication and Financial Constraints17:31 Spectrum of Care: A New Approach32:15 Overdiagnosis and Screening: A Critical Look39:09 Cognitive Psychology in Veterinary Decision Making42:45 The Power of Checklists in Medical Practice43:18 Balancing Autonomy and Systematic Decision Making45:52 Clinical Audits: Improving Practice Through Data48:36 Intuitive vs. Algorithmic Thinking in Veterinary Medicine51:37 The Pitfalls of Anecdotal Evidence in Veterinary Practice01:07:40 Communicating with Clients About Unproven Therapies01:18:17 Pass Along Question and The One Bit of Advice
In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her firsthand account of how the breach unfolded, the steps she took to respond, and the lessons she learned along the way. She offers valuable insights into the importance of having a robust cybersecurity plan, the critical role of communication with clients, and the need to be proactive in protecting sensitive client information.*This is a replay of an episode that originally aired in March, 2024. (00:00) - Welcome to the Federal Tax Updates Podcast (01:30) - Introducing Our Guest: Catharine Madeley (03:26) - The Harrowing Tale of a Data Breach (04:29) - The Initial Discovery and Immediate Response (14:36) - Navigating the Aftermath: Investigation and Recovery (23:42) - Reflections and Lessons Learned from the Cybersecurity Incident (25:58) - The Aftermath of a Data Breach: A Personal Account (26:45) - Law Enforcement's Response to Small Scale Breaches (28:36) - Navigating IRS Procedures After a Breach (29:51) - The IRS Practitioner Relief Opt-In Program: A Lifeline (32:42) - Client Communication and Response to the Breach (42:55) - Lessons Learned and Moving Forward (49:28) - Final Thoughts and Advice Connect with Catharine MadeleyLinkedIn: https://www.linkedin.com/in/catharine-drake-madeleyWebsite: https://www.sallingcpa.comGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
Matt and his business partner, Tim Hill, dive deep into the realities of profitability in the construction industry. Recorded in the brand-new Risinger Build studio, Matt & Tim share a candid conversation about the challenges general contractors, home builders, and remodelers face when it comes to profit margins, client expectations, and project planning. Despite the common misconception that builders are highly profitable, they reveal that average net profits hover around just 5–6%. This low margin—combined with high risk—requires smart planning, detailed pre-construction processes, and disciplined financial management to ensure long-term sustainability.Matt and Tim stress the importance of transparency in pricing and standing firm on realistic budgets, even if it risks losing a job. They warn against chasing "portfolio projects" that look good on paper but lead to financial losses and client frustration. A major theme is the need for builders to carefully align with clients, architects, and budgets before contracts are signed to avoid scope creep and misaligned expectations.Not only do Matt & Tim discuss the “what” and the “why” of profit margins but also share the “how” to manage profit and loss statements effectively, including separating direct costs, indirect costs, and overhead.Thank you to episode sponsor Arclin! Learn more about their brand-new product, Firepoint: https://firepoint.arclin.com/.Find Tim on the Web:Website: https://risingerbuild.com/Instagram: @risingerbuild_atx & @tim_risingerbuildFind Matt and The Build Show on the web:Build Show Videos: https://buildshownetwork.com/go/mattrisingerInstagram: @risingerbuild and @thebuildshowYouTube channel: https://www.youtube.com/@buildshowWebsite: https://buildshownetwork.com/Save the Date for Build Show LIVE 2025 in Dallas, TX: October 16-18, 2025! Don't miss a single episode of Build Show content. Sign up for our newsletter.
In this episode of Elevating Drone Life, we talk with Jorge Alvarez, founder of Drone Permission, about his journey from the concrete and construction industry to becoming a leader in drone services across Florida and the Caribbean. Jorge shares how he built a successful drone business by focusing on client communication, asking the right questions, and delivering high-quality work that meets the needs of construction stakeholders. He explains how drone technology is transforming the way project progress is documented—particularly on massive projects like the MSC Cruise Terminal—and why educating clients on what drones can do is essential for sustained business growth. Jorge also opens up about how he built a referral-driven business, scaled a team, and created efficient pricing strategies that reflect both value and confidence. This conversation is packed with industry insights around mapping software, networking, collaboration, and using drones to enhance decision-making and stakeholder communication in the field. Key Takeaways Jorge Alvarez transitioned from concrete to the drone industry by applying his knowledge of construction workflows Success begins with listening: understanding client needs and asking informed questions builds trust Referral business and strong client relationships fuel sustainable growth Drones offer unmatched value in construction documentation and project progress tracking Tailored drone services—including aerial photography, mapping, and inspections—can solve real problems when client goals are clear Educating clients is key to expanding the use of drone technology in traditional industries Starting a business while working full-time is doable with the right systems and support Investing in relationships and collaboration opens doors to more opportunities and better projects Effective pricing strategies should reflect the value of the work and the unique insights drone pilots offer The future of the drone industry includes internal pilots, growing enterprise demand, and more emphasis on visual storytelling and deliverables Tune in and learn how to plan, grow, and succeed in the world of drones! Get your questions answered: https://thedroneu.com/. If you enjoy the show, the #1 thing you can do to help us out is to subscribe to it on iTunes. Can we ask you to do that for us real quick? While you're there, leave us a 5-star review, if you're inclined to do so. Thanks! https://itunes.apple.com/us/podcast/ask-drone-u/id967352832. Become a Drone U Member. Access to over 30 courses, great resources, and our incredible community. Follow Us Site – https://thedroneu.com/ Facebook – https://www.facebook.com/droneu Instagram – https://instagram.com/thedroneu/ Twitter – https://twitter.com/thedroneu YouTube – https://www.youtube.com/c/droneu Timestamps: [00:00] Introduction to Drone Permission and Its Impact [03:09] Jorge Alvarez's Journey into Drones [05:57] The Importance of Client Communication [09:11] Understanding Construction Needs [11:53] The Role of Drones in Construction [14:52] Building Relationships and Referral Business [17:46] Capturing Progress: The MSC Cruise Terminal Project [21:05] Innovative Uses of Drone Footage [23:49] The Evolution of Drone Technology [27:11] Maximizing Drone Usage and Skills [30:06] Mapping and Software Utilization [33:59] Educating Clients and Building Relationships [36:24] The Journey of Starting a Business [39:31] Networking and Collaboration in the Drone Industry [42:47] Favorite Projects and Unique Experiences [48:27] Understanding Pricing Strategies [56:31] The Importance of Confidence in Pricing [01:00:43] Future Aspirations and Industry Growth
Over this past weekend, I had some Massage Therapists come into my clinic for some in-person training. They asked me a great question about how to make more money in their massage practice and have a consistent and predictable income, so I decided it was a great topic to share on the show as well!
Timothy Wingate Jr., founder and president of G+F Business & Financial Consulting, is a licensed Enrolled Agent and construction accountant specializing in tax planning and financial consulting for construction companies. In today's conversation, Timothy discusses key accounting and tax strategies, emphasizing the importance of choosing the right accounting method—favoring the completed contract or percentage of completion methods over cash-based accounting. He highlights common misconceptions, such as poor tracking and back-office inefficiencies, and explains how accrual accounting provides better financial insight. Timothy also covers tax planning mistakes, including improper entity selection and failure to pay oneself a salary, recommending S corporations for tax advantages. He shares strategies such as Section 179 deductions, retirement planning, and corporate tax credits. Additionally, Timothy addresses IRS audits, fraud prevention, and the necessity of proactive financial planning. Concluding, he offers insights on selecting the right CPA and shares a success story of a transformed construction company. HIGHLIGHTS [01:47] Choosing the Right Accounting Method [04:19] Steps to Implement Accrual Method [09:10] Tax Strategies and Equipment Purchases [10:13] Maximizing Returns and Minimizing Tax Liabilities [13:56] IRS Audits and Red Flags [17:26] Preventing Fraud and Maintaining Financial Integrity [22:38] Client Communication and Support [27:00] Personal Motivation and Client Success Stories KEY TAKEAWAYS Use the completed contract or percentage of completion method for better financial tracking. Implement systems for accurate receipt capture, invoicing, and expense coding. Consider an S corporation for tax savings if revenue exceeds $1M. Utilize Section 179 to deduct equipment purchases and reduce taxable income. Use company cards with spending limits and digital payment tools. RESOURCES Connect with Timothy Wingate: G+F Business & Financial Consulting LinkedIn Handle: https://www.linkedin.com/in/twingatejr/ LinkedIn – G+F Business & Financial Consulting Instagram – G+F Business & Financial Consulting Facebook – G+F Business & Financial Consulting @GplusF – YouTube Timothy's Restaurant Recommendation: Lynora's Resources to Help You Win in Construction
Send us a textToday, we're diving into a topic that every pool pro needs to take seriously—protecting yourself when tackling a nasty green pool clean-up. We all know these jobs can be unpredictable. One minute you're skimming algae, and the next, you're dealing with broken equipment, hidden structural damage, or even a frustrated homeowner who forgets what they signed up for.That's why having a solid waiver in place is a game-changer. Before I even dip my test kit in the water, I make sure my client signs off on exactly what to expect. A green pool is never a one-and-done situation—it takes time, multiple treatments, and sometimes unexpected repairs. A waiver protects you from liability and sets clear expectations.Support the Pool Guy Podcast Show Sponsors! HASA delivers clean, healthy water solutions. https://bit.ly/HASAhttps://www.orendatech.com/The Bottom Feeder Professional Battery Powered Vacuum System. Save $100 with discount Code: DVB100https://bit.ly/THEBOTTOMFEEDERAnd Skimmer, America's #1 pool service software! Try Skimmer FREE for 30 days at:https://getskimmer.com/poolguy Thanks for listening and I hope you find the Podcast helpful! For other free resources to further help you:Visit my Website: https://www.swimmingpoollearning.comWatch on YouTube: https://www.youtube.com/@SPLPodcast Site: https://the-pool-guy-podcast-show.onpodium.com/
Let's go deep into the secrets to mastering emotional intelligence with real estate mogul Bianca D'Alessio, CEO and founder of the Masters Division of Nest Seekers, and star of Selling Hamptons. Explore how she navigates the intricate world of high-net-worth clients by adapting her communication style to resonate with their unique energies and expectations. Bianca shares compelling insights into the art of authenticity and transparency, revealing how these strategies not only uncover hidden client dreams during home viewings but also build lasting relationships. Learn how she tackles the emotional hurdles clients face when departing from cherished family homes, offering them solutions that ease both logistical and emotional challenges. Balance is key, and Bianca's journey from overwork to well-being is a testament to this. Listen as she unfolds her personal narrative of relentless dedication to her business, which led to the realization that self-care is crucial for sustainable success. Discover the transformative power of prioritizing health—through better sleep and sobriety—and how it led to a harmonious blend of personal growth and professional triumph. As we touch on the exciting future projects, including the release of Bianca's book "Mastering Intentions," be inspired by her holistic approach to achieving success that emphasizes continuous learning and intentional living. Timestamps 00:00:00 - Introduction and Welcome to the Podcast 00:00:01 - Navigating Emotional Intelligence in Business 00:02:00 - Insights from Bianca DeLasio on High-Net-Worth Client Relations 00:04:00 - The Role of Emotional Intelligence in Real Estate 00:06:00 - Authenticity and Transparency in Client Communication 00:08:00 - Discovering Client Dreams and Aspirations 00:10:00 - Managing Emotional Transitions for Clients 00:12:00 - Continuous Learning and Refining Communication Strategies 00:14:00 - Finding Balance and Personal Growth 00:15:00 - Overcoming Burnout and Prioritizing Health 00:16:30 - Small Lifestyle Changes Leading to Big Impact 00:18:00 - Embracing New Projects and Personal Milestones 00:19:30 - Mastering Intentions: Upcoming Book Release 00:21:00 - Reflection on Holistic Approach to Success 00:22:00 - Closing Thoughts and Excitement for the Future 00:23:00 - Where to Find More About Bianca and Her Work Episode Resources: Find out more about Bianca and what she is up to on here website https://nestseekersmastersdivision.com/ and instagram: https://www.instagram.com/biancadalessio/?hl=en Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.
In this episode, I had the pleasure of welcoming back Katherine Studley, the founder of The Only Consultant and Prisma Tax Group. Katherine specializes in providing judgment-free tax preparation and bookkeeping services for OnlyFans models, strippers, and exotic dancers. She shares her journey, the unique challenges her clients face, and how her firm offers a safe space for individuals in the spicy industry to handle their financial needs without fear of discrimination or harassment. We dive into the nuances of tax preparation for these professions, the importance of empathy and customer service, and the proactive steps her firm takes to ensure clients feel supported and understood. Whether you're in the spicy industry or simply interested in learning about a unique niche in tax services, Katherine's insights offer valuable lessons on trust, empathy, and specialized financial care What You'll hear in this episode: [0:50] Meet Katherine Studley: Tax Accountant for the Spicy Industry [2:45] Challenges Faced by Clients in the Spicy Industry [5:20] The Importance of Empathy in Tax Services [10:00] Customer Service in Accounting [17:10] Managing Client Expectations and Workload [20:30] Handling Tax Extensions and Payments [23:15] Understanding the IRS: A Macro Perspective [24:40] Dealing with IRS Notices: Don't Panic! [28:50] Unique Tax Challenges for Exotic Dancers and Sex Workers [30:35] Building Trust and Navigating Banking Issues [32:15] The Importance of Personal Touch in Client Communication [36:05] Balancing Automation and Personalization If you like this episode, check out: Mastering Your Messaging with Meghan Clor Discover Your Value by Serving More with John Ray Dildos are Deductions Too with Katherine Studley Learn more about Katherine's services: https://www.theonlyconsultant.com/ https://www.prismatax.com/ Connect with Katherine on TikTok Kat the_only_consultant Connect with Katherine on LinkedIn https://www.linkedin.com/in/katherine-studley Connect with Katherine on IG kstudley_ Want to learn more so you can earn more? Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
In this episode of the Art Marketing Podcast, we sit down with mixed media acrylic artist Xcvi, also known as X, who shares his inspiring journey of resilience following the devastation of Hurricane Helene. Discover how he transformed loss into beauty through his art and the importance of valuing one's creative work. X discusses his unique approach to connecting with audiences, the challenges of selling art, and the role of community in rebuilding after disaster. Join us as we explore the intersection of art, personal growth, and the power of storytelling. (00:00) - The Value of Art and Connection (00:27) - Introduction to XCVI (01:10) - The Impact of Hurricane Helene (02:35) - The Artist's Background and Mediums (03:38) - Community and Resilience (05:00) - The Journey to Full-Time Art (08:01) - The Importance of Sales and Rejection (12:02) - Gallery Hustling and Networking (15:03) - Pricing Strategy and Art Sales (20:31) - Sales Channels: In-Person vs. Online (22:10) - PBS Feature and Future Plans (24:02) - Email Marketing and Client Communication (30:31) - Embracing AI in Art Business (31:05) - Looking Ahead: Goals for 2025 Xcvi's Website https://www.project96cc.com/ Xcvi's Instagram https://www.instagram.com/project_96_/ Keep up with the latest https://linktr.ee/artmarketingpodcast Signup for a free account on ArtHelper and use my jazzy coupon code which is POD. This will give you a free month of the Pro plan that has all the bells and whistles