Podcasts about client communication

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

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...

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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Nick becomes Steve's interview guest in this episode of The Photography Pod, as we delve into the deep and murky depth's of Nick's camera bag.  The show features an in depth discussion on how Nick photographs weddings including his choice of cameras and lenses, his approach to the different phases of the wedding day, his post processing and the CRM he uses to book the wedding. In other news Steve has a hot experience in Birmingham and Nick gets suntan in front of a fridge. Nick Church and Steve Vaughan are professional wedding photographers based in the UK. They both use Sony Alpha cameras and lenses. Video version of the Podcast including slide shows of images https://www.youtube.com/@thephotographypod Nick's website : https://www.nickchurchphotography.co.uk/Nick's Instagram : https://www.instagram.com/nickchurchphotography/ Nick Church Creative Academy https://www.nickchurchphotography.co.uk/news/introducing-nick-church-creative-academy Steve's website : https://www.samandstevephotography.com/Steve's Wedding Instagram : https://www.instagram.com/samandstevephotography/Steve's personal Instagram: https://www.instagram.com/stevevaughanphotography Any technical information given by the presenters is based on their understanding and opinion at the time of recording

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.

In the fourth of our 'Reflection Series', host Matt Phillips is joined by Daniel Williams, Movement Therapist & DNM/MI educator, who reflects on Ep.64 'Motivational Interviewing For Client Communication', recorded back in August 2021 with guest Dr Gary Mendoza. When Dr Gary Mendoza retired from delivering his Motivational Interviewing (MI) & Behaviour Change CPD course in 2022, Daniel Williams had already been working with Dr Mendoza to prepare for taking over delivery of the course, which included studying with the original co-founder of Motivational Interviewing, Dr Stephen Rollnick.  Now in 2025, Daniel Williams delivers the Motivational Interviewing & Behaviour Change course alongside his other passion - 'Dermoneuromodulation' (DNM) - a structured, interactive approach to manual therapy developed by Diane Jacobs, that considers the nervous system of the patient from skin cell to sense of self.  In this podcast episode, Daniel discusses the nuances of MI, including its role in guiding rather than fixing clients, and how it fosters authentic and empathetic engagements. Daniel elaborates on the shift from the "Righting Reflex" to a more collaborative approach, offering practical tips for therapists to improve their interaction skills during therapy sessions. This episode is ideal for therapists seeking to refine their communication techniques, emphasizing listening, understandinging client motivations, and the profound effect these skills have on therapy outcomes.  Useful Links Ep.64 'Motivational Interviewing For Client Communication' with guest Dr Gary Mendoza Daniel Williams Website: https://www.themvmnttherapist.co.uk/ Daniel Williams On Instagram: @daniel.williams.mvmnt Would YOU like to be a 'Reflection' guest on the podcast? If you would like to come on the show to chat about a past episode of the podcast, contact host Matt Phillips on social media, or email matt@thesta.co.uk. You will l need a pc or laptop (not your phone), with a quality internet connection (ethernet cable plugged directly into modem is best), and obviously webcam and mic.  Questions? Email: matt@thesta.co.uk

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

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 share an easy way to avoid any creeps in your massage practice and never have to deal with unwanted advances ever again!---------------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 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, I explore why discounts are bad for your practice and your clients.⁣⁣

In this week's Efficient Friday, we're diving into two simple yet powerful phrases that can transform the way you communicate with clients. Whether you're setting boundaries or handling objections, these small language tweaks can make a big impact. By making just a slight adjustment in how you frame your responses, you can create stronger client relationships, improve understanding, and make conversations more collaborative.

00:00 Introduction to the Unbundled Attorney Mastermind Podcast00:32 Welcome to the Fireside Chat with Anthony Godshaw02:31 Anthony's Journey and Success with Unbundled Attorney04:18 Balancing Personal Life and Professional Growth04:42 From Eight to 118 Active Cases: The Growth Story08:03 The Importance of Client Connection and Genuine Interest11:28 Effective Lead Conversion Strategies15:50 Building a Sustainable Practice with Consistent Revenue24:57 The Role of Free Consultations and Client Trust32:11 Quick Response and Initial Client Interaction36:02 Navigating Payment Processes36:20 The Importance of Follow-Ups36:58 Walking Clients Through Payments38:05 Building Authentic Client Connections40:03 Discussing Deposits and Payment Plans45:17 Balancing Work and Family Life48:32 Expanding Your Law Practice49:38 Effective Hiring Strategies51:57 Inspiration and Future Goals59:02 Q&A and Final Thoughts If you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback! For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com  

How Much Should Veterinary Teams Disclose to Clients? In this episode of The Veterinary Viewfinder, Dr. Ernie Ward and Beckie Mosser, RVT, tackle an often-overlooked but crucial topic: veterinary transparency. As clinics update treatment protocols, switch vaccine brands, or adjust pricing, the question arises—what do we need to disclose to clients, and when?   The hosts explore the fine line between essential client communication and overwhelming details. Should clients be notified of a switch in vaccine manufacturers? What about pricing changes? And how do these transparency issues impact client trust and compliance? Drawing parallels to human medicine's informed consent standards, Dr. Ward and Beckie discuss best practices for ensuring clients feel informed without creating unnecessary concerns.   If you're a veterinarian, technician, or practice manager looking to improve client communication while maintaining efficiency, this episode is packed with actionable insights. Tune in to discover how your clinic can navigate these tough conversations with clarity and confidence!  #veterinary #veterinarytechnician #vettech #veterinary #podcast #veterinarypodcast #vettechpodcast #vetpodcast #vetmed

After a 4 month hiatus, the podcast is officially back! In this episode, I answer a common question I get several times a week on what is the best training course to take.⁣⁣

Chapter 1: Client Communication Bobbi J. Conner Clinical Medicine of the Dog and Cat Edited by : Michael Schaer Frédéric Gaschen Stuart Walton Host: Dr. Bobbbi Conner Producer: Topher Conlan

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

In this episode of "The Free Lawyer," the host, a seasoned attorney with over 40 years of experience, introduces Gwen Griggs, a former big law attorney and in-house counsel who co-founded her own law firm. Gwen discusses her journey from traditional legal roles to establishing a practice that emphasizes deliverable-based billing and project management. She highlights the limitations of the billable hour model and its conflicts with client needs. The conversation explores innovative approaches to legal services, focusing on efficiency, transparency, and client satisfaction. Gwen's insights offer practical strategies for lawyers seeking a more fulfilling and client-centered practice.Gwen Griggs, co-founder of ADVOS legal and ADVOS Pro, has a background in Big Law and C-suite roles. In ADVOS legal, she and her partner built a new model, that – instead of hours - measures what matters to the client, team, and owner. The innovative approach - solving a problem worth solving, the sustained success, and the impact on the community, earned ADVOS legal recognition by GrowFL as a Florida Company to Watch.Built from the lessons learned in business and ADVOS legal, ADVOS Pro's created training, coaching and a community helping law firm owners build practices they love that love them back. Gwen is passionate about the world-changing impact of entrepreneurs - especially when those entrepreneurs lead law firms. She has been honored to serve on boards of organizations supporting entrepreneurs and is a frequent speaker on leadership, innovation, and alternative business and pricing models.Discussion on Freedom in Law (00:01:30)Challenges of the Billable Hour Model (00:02:07)Developing a New Law Practice Model (00:08:03)Explaining Deliverable-Based Billing (00:08:58)Project Management in Law (00:11:22)Client Communication and Pricing (00:12:40)Managing Client Communication (00:17:13)Client Satisfaction with the Model (00:20:00)Billable Hour Conflicts (00:21:43)Efficiency and Profitability (00:22:47)Technology and AI Adoption (00:23:18)Client Relationships and Trust (00:26:25)Engagement Letters and Ethics (00:29:57)Coaching Program Overview (00:30:00)Client Satisfaction Metrics (00:33:36)Transforming Legal Practice (00:34:59)Addressing Resistance to Change (00:36:41)Importance of Holistic View (00:40:02)Finding Ideal Clients (00:41:07)Creating a Better Legal Model (00:43:27)Would you like to learn more about Breaking Free or order your copy?https://www.garymiles.net/break-free Would you like to schedule a complimentary discovery call? You can do so here:https://calendly.com/garymiles-successcoach/one-one-discovery-call

In this episode of The Modern Hairstylist Podcast, host Hunter Donia and marketing expert Jodie Brown to dive into the must-have skills for hairstylists to thrive in 2025. From streamlining client communication to embracing technology and setting healthy boundaries, they cover everything you need to stay relevant and protect your energy while delivering an outstanding client experience.If you're feeling overwhelmed by rising client expectations, constant DMs, and juggling it all behind the chair, this episode is your roadmap to working smarter, not harder.Key Takeaways:

Points of Interest01:04 – 01:35 – Guest Introduction – Mikael Dia of Funnelytics: Mikael Dia, former agency owner turned SaaS entrepreneur, shares his journey from running an agency to founding Funnelytics, a tool designed to visually map and analyze digital marketing funnels.06:24 – 08:20 – How Funnelytics Was Born: Funnelytics emerged from the need to overlay real marketing data on top of strategic visualizations, allowing agencies and marketers to prove and optimize their funnel strategies effectively.08:25 – 10:05 – The Importance of Visual Communication in Business: Marcel and Mikael discuss how visual communication aids in client understanding, enhances learning, and fosters trust, a principle rooted in adult learning theory.10:42 – 12:13 – Impact of Visual Strategies on Agency Sales & Retention: Using visual models in sales processes helped Mikael's agency close deals faster and at higher prices by positioning services as strategic solutions rather than commodity offerings.12:24 – 14:06 – Enhancing Client Retention with Visual Reporting: By consistently tying marketing efforts back to a visualized strategy, agencies can effectively communicate progress, highlight bottlenecks, and demonstrate value to clients.15:02 – 17:08 – Clients Need a Clear Path, Not Just Services: Clients struggle to see how individual marketing services fit into a bigger strategy. Mapping out a clear pathway from initial engagement to desired outcomes transforms how clients perceive agency value.20:56 – 24:06 – Transitioning from an Agency to a SaaS Business: Mikael shares key lessons from shifting from an agency to SaaS, emphasizing the importance of knowing one's strengths, finding a technical co-founder, and solving real customer problems.27:19 – 32:24 – Common Pitfalls in SaaS Development: Mikael and Marcel discuss the challenges of product development, the need for technical expertise, and the mistake of building features based on assumptions rather than market feedback.32:42 – 36:12 – The Reality of Finding Product-Market Fit: The conversation highlights the challenge of achieving product-market fit, the importance of iterating quickly, and the value of starting with a service-first approach before building software.37:03 – 39:00 – Shifting Mindsets: From Proving Yourself Right to Proving Yourself Wrong: Marcel shares a key insight: the biggest shift in product development success comes when founders move from trying to validate their own ideas to actively seeking to disprove them as quickly as possible.Show NotesConnect with MikaelLinkedInFacebookFacebook GroupFunnelyticsLove the PodcastLeave us a review here.

Send us a textWe use OpenPhone instead of Google voice for 2FA codes and for client communication. I'll go over that in this video and show you our setup.Here's how to work around needing to pay for multiple users as your team grows:Make sure you have a central email inbox setup (like help@yourdomain.com or support@yourdomain.com) Give your entire team access to this (we save the login info in 1Password)Use this to create your account on OpenPhoneHave everyone download the Desktop and/or phone app and login with that central inboxTips:⚡️ We have a Zap that enters the client contact info into OpenPhone when they sign with us⏱️ Schedule text messages to clients for business hours✅ Mark things done when actioned to get them out of the inbox