Podcasts about client experience

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Best podcasts about client experience

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Latest podcast episodes about client experience

The Efficient Advisor: Tactical Business Advice for Financial Planners
291: Behind the Scenes: Is Group Coaching the Missing Link Your Advisory Practice Needs?

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Jul 18, 2025 35:34


Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own business? This episode dives deep into what the Systems to Scale Group Coaching Program is really all about. If you've ever wondered whether it's the right fit for your stage of business—or how it can actually transform your practice—this is your go-to guide. Libby shares program structure, what kind of advisor it's perfect for, who it's not for, and real results from past participants.In this episode, you'll learn:Why this 10-month coaching program helps advisors shift from overwhelmed to organizedHow the pod-based structure builds community, accountability, and peer wisdomWhat core systems and processes are developed (like onboarding, client service models, SOPs, and more)Who this program is designed for—and who it's notThe level of support, guest contributors, templates, and resources includedWhether you're solo or have a full team, the Systems to Scale coaching experience is built to meet you where you are—and help you grow.Ready to finally feel less stressed and more strategic? Tune in and decide if this game-changing experience is the next right step for you and your business.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

TIQUE Talks
136. Client Experience Series: The Proposal

TIQUE Talks

Play Episode Listen Later Jul 15, 2025 49:55


Stay Cool this Summer with Cozy Earth! Cozy Days Discount: Get 40% off with code COZYTIQUE from July 15-22 Creating a travel proposal is more than plugging numbers into a spreadsheet. It's about telling a story your client wants to step into. In this episode, Jennifer and Robin share how to create proposals that feel like an experience from start to finish. Learn how to ask the right intake questions, tailor your recommendations with confidence, and choose suppliers that align with your client's vibe while streamlining your backend workflow. You'll also hear how to use itinerary builders and Loom walkthroughs to add a personal touch, plus tips for setting clear expectations, managing revisions, and keeping timelines on track without burning out. If you're ready to turn your proposals into seamless, sellable experiences, this episode is your behind-the-scenes blueprint! Download the free Client Onboarding Guide: http://tiquehq.com/client-onboarding?utm_source=Podcast+Episode+136&utm_medium=Onboarding+PDF&utm_campaign=Client+Onboarding+Guide+Freebie Today we will cover: (01:50) Choosing suppliers that support both the client and your workflow (08:10) Understanding client priorities; budget vs. experience (14:40) Auditing and presenting the proposal (21:20) How to present the proposal with visuals and itinerary tools (28:45) Using Loom walkthroughs for a personalized touch (38:40) Setting timelines and managing client expectations (40:50) Following up, minimizing revisions, and knowing when to walk away Also mentioned in the episode: Episode 101: When And How To Piece An FIT Together On Your Own with Beth Pelleteri Episode 123: How To Get A Client To Commit To A Budget with Courtney Gardner Client Communication Templates JOIN THE NICHE COMMUNITY An interactive membership for travel advisors wanting the community, education, & support to grow their business. VISIT THE TEMPLATE SHOP Create an enjoyable booking experience for every one of your travel clients. EXPLORE THE PROGRAMS Self-paced style courses for the modern travel advisor. FOLLOW ALONG ON INSTAGRAM @TiqueHQ

The Efficient Advisor: Tactical Business Advice for Financial Planners
290: Niche, Please! Ryan's Story on How Narrowing Down Helped Him Level Up

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Jul 15, 2025 49:42


In this episode, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready.

And I Quote: Building Relationships with Insurance Agents and Small Business Owners
Leading with Trust: How MEA & Associates Inc Provides a Positive Client Experience

And I Quote: Building Relationships with Insurance Agents and Small Business Owners

Play Episode Listen Later Jul 15, 2025 16:43


In this episode of the And I Quote podcast, host Ashleigh Burden speaks with Giovanna Plum. Giovanna shares her journey in the insurance industry, the evolution of technology in the field, and how MEA Brokerage is adapting to meet client needs. Giovanna emphasizes the importance of customer service, the use of technology for efficiency, and the significance of personal relationships in the insurance business. She also discusses the future growth plans for MEA Brokerage and her passion for the industry.Learn more about MEA Brokerage: Visit their website: https://www.meainsurance.com/meet-our-team/Learn more about Ashleigh Burden and Coterie Insurance: Connect with Ashleigh on LinkedIn: https://www.linkedin.com/in/ashleigh-burden/Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsuranceLearn more about Coterie: https://coterieinsurance.com/00:00-00:39: Introduction and Background00:39-02:45: Journey into the Insurance Space02:45-03:47: Impact of Technology on Insurance03:47- 05:16: Key Advancements at MEA Brokerage05:16-07:48: Client Engagement Tools and Platforms07:48-10:31: Utilizing Data for Client Understanding10:31-12:58: Productivity and Growth through Technology12:58-13:56: Maintaining Personal Relationships in a Digital Age13:56-15:39: Future Plans for MEA Brokerage15:39-15:55: Closing Thoughts and Contact Information

Take It Personally
#178: BTS of My Client Experience Workflow

Take It Personally

Play Episode Listen Later Jul 14, 2025 20:25


Ever wonder what the client experience actually looks like inside a premium brand photography business? In this episode, I'm walking you through the exact workflow I use with every single client—from initial inquiry to gallery delivery and beyond. You'll hear about the systems, templates, automations, and even the personal touches that make a huge difference. If managing your clients feels messy or exhausting, this episode is your permission to simplify it.Plus, don't miss the invite to my free webinar with Colie James where we'll help you streamline your client experience and charge more with less stress.02:15 Why every client starts with my contact form04:50 The first email they get after inquiring07:05 How I set up calls and book discovery sessions09:30 The discovery call map that leads to more bookings12:20 Proposals, automations, and payment reminders14:45 My onboarding email and when I send questionnaires17:10 How I outsource shoot guides (and why that's been a game changer)19:20 The weekly pre-shoot email series I run21:00 The day-of experience and shoot structure23:45 The post-shoot workflow and delivery process26:15 My offboarding system and how I encourage rebooking29:40 Why your client management struggles aren't your fault—it's your systemsCONNECT WITH MADDIE:InstagramWebsiteLINKSJuly 17 Webinar with Colie James: Charge More Stress Less - Learn how to automate the sales process for your luxury brand photography offer. Save your spot now!Dubsado: 20% offHoneybook: 25%Cloudspot: 50% offImagenEvoto creditsMy photoshoot planning guide templateFull show notes

Pay Play Profit
S2 EP203: Navigating The Stellar Brands™ Acquisition and What's Next For TBL®

Pay Play Profit

Play Episode Listen Later Jul 10, 2025 30:26


In this special roundtable episode of Pay Play Profit, host Jessica Mae Stafford, former Visionary of TBL and now Head of Sales & Partnerships at Stellar Brands, is joined by key leaders from both organizations to share the story behind TBL's acquisition by Stellar Brands and what it means for the future. Marilyn Adkerson, CPA, Founder of TBL, reflects on her transition into retirement and the journey that led to this pivotal moment. Bobby Hoyt, Founder and Visionary of Stellar Brands, shares why acquiring TBL aligned perfectly with Stellar's mission and long-term vision. Ariel Bash, Integrator™ of Stellar Brands, speaks to how she is balancing the preservation of TBL's culture while ensuring alignment with Stellar's growth vision. Ashley Travis, Head of Finance/HR and TBL Operations at Stellar Brands, offers insight into the smooth integration process and the stability it has brought to both teams. Jessica Mae Stafford leads the conversation and adds her own perspective on legacy, leadership transitions, and the heart behind choosing Stellar as TBL's new home. Together, this leadership team reflects on the past, shares behind-the-scenes details from the transition, and casts a shared vision for the future of TBL within Stellar Brands.

Hustle & Flow with Heather Hubbard
#251 - The Wow Factor: Upgrade Your Client Experience

Hustle & Flow with Heather Hubbard

Play Episode Listen Later Jul 8, 2025 12:51


If you want better retention and more referrals, the key is to improve your client experience so it's not just your work that shines. In this bite-sized episode, I'm sharing how service providers can stand out and specific examples and ideas you can use to start creating memorable moments and happy clients.   I bought the card and box referenced in today's episode at www.vistaprint.com and the catalog and workbook at https://www.printivity.com/ To see the products I referenced (or to leave a comment or ask a question), check out the YouTube version of this episode at https://youtu.be/sWzuLyGR6fM Want to know when registration for Growth Accelerator and the All In Mastermind opens? Join my free email at https://www.HeatherJoyHubbard.com/Subscribe to be the first to know.

TIQUE Talks
135. Client Experience Series: The Intake Call

TIQUE Talks

Play Episode Listen Later Jul 8, 2025 47:54


Your intake call isn't just a casual chat. It's your power move. In this episode, Jennifer and Robin share why this second step in your client experience journey can make or break your ability to close the sale. They explain how to lead with confidence, ask thoughtful questions that uncover what your clients really want, and position yourself as the expert from the very first conversation. You'll also learn how to use tech tools like AI to stay fully present while capturing key details without missing a beat. Plus, hear how creating a clear structure for your call helps set expectations, build trust, and make it easier to introduce your planning fee with ease. If you're ready to turn more inquiries into booked clients, this episode is a must-listen! Download the free Intake Call Guide: https://www.tiquehq.com/sales-call?utm_source=Podcast+Episode+135&utm_medium=Podcast+Shownotes&utm_campaign=Sales+Call Today we will cover: (01:40) Why the intake call matters is the key to closing the sale (09:30) How to prepare with confidence and establish your authority (11:30) Objection handling tips (18:20) Using AI for client interactions and digital note-taking (26:20) Building strong client relationships from the first call (28:45) How to structure an effective intake call and lead with confidence (36:40) How to introduce your planning fee without awkwardness (40:05) Collaborating with suppliers to enhance your destination knowledge Also mentioned in the episode: Seven Figure Sales Episode 123: How To Get A Client To Commit To A Budget with Courtney Gardner JOIN THE NICHE COMMUNITY An interactive membership for travel advisors wanting the community, education, & support to grow their business. VISIT THE TEMPLATE SHOP Create an enjoyable booking experience for every one of your travel clients. EXPLORE THE PROGRAMS Self-paced style courses for the modern travel advisor. FOLLOW ALONG ON INSTAGRAM @TiqueHQ

Marketing 101 for Small Business Owners
Episode 187: Why Strategic Partnerships Matter for Business Success

Marketing 101 for Small Business Owners

Play Episode Listen Later Jul 7, 2025 7:14


Welcome back to the Empower Her Business Accelerator podcast! I'm your host, Philippa Channer, and today we're kicking off a brand new July series focused on a game-changing business strategy: strategic partnerships. If you've ever felt like you're doing all the heavy lifting in your business alone, you're not alone. Many women entrepreneurs start their journey with the belief that success means doing it all solo. But here's the truth: the most resilient and thriving businesses are often built with the support of others. Strategic partnerships aren't just beneficial—they're essential. In this episode, we're unpacking the why behind these powerful collaborations. From expanding your audience to building credibility and filling in the skill gaps, we'll explore how thoughtful partnerships can accelerate your growth while preserving your energy. If you're ready to grow not just wider but deeper, this is the episode for you. ⏱️ Timestamps & Segment Insights (00:00) The Power of Strategic Partnerships We kick off today's conversation by debunking the myth that solopreneurs must walk the path alone. Philippa shares how building alliances with like-minded businesses can open doors you didn't even know existed. Strategic partnerships allow you to dream bigger, scale faster, and serve better—without having to stretch yourself thin.

The Efficient Advisor: Tactical Business Advice for Financial Planners
287: Reactive to Proactive: 4 Moves to Make Now

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Jul 4, 2025 21:37


I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In This Episode:Feeling constantly behind and like you're always reacting instead of leading? In this episode, you'll learn four powerful strategies to help you shift from reactive to proactive in your advisory business. From building a defined client service calendar to setting clear expectations with clients, Libby shares simple ways to get out of the weeds and into a more strategic role.Organize your calendarShift from reviews to strategy sessionsSet better boundaries with clientsListen in for quick wins you can implement right away to reclaim your time and run your firm with intention.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Saint Louis Real Estate Investor Magazine Podcasts
Mom Guilt, Real Estate, and Building a Legacy of Love with Cheyenne McGriff

Saint Louis Real Estate Investor Magazine Podcasts

Play Episode Listen Later Jul 3, 2025 44:20


Cheyenne McGriff balances motherhood, building a business with her grandparents, and growing her investments, all while staying true to her values. An inspiring journey into delegation, legacy, and intentional living.See full article: https://www.unitedstatesrealestateinvestor.com/mom-guilt-real-estate-and-building-a-legacy-of-love-with-cheyenne-mcgriff/(00:00) - Introduction to The REI Agent Podcast(00:24) - Cashflow Quadrant Breakdown and Mindset Shift(01:06) - Erica Explores Her Potential Private Practice Model(03:09) - Building Businesses Beyond Your Profession(05:03) - The Push Toward Passive Income and Time Freedom(06:40) - Meet Cheyenne McGriff: Real Estate Mama and Podcaster(07:26) - Themes of Mom Guilt, Imposter Syndrome, and Connection(08:00) - Cheyenne's Journey: From Rural Roots to Real Estate(09:18) - Grandmother's Legacy in Real Estate Since the 70s(10:12) - Shifting Markets and Keeping Real Estate Exciting(10:42) - Cheyenne's Daily Rhythm, Team Growth, and Delegation(12:08) - Parenting, Preschool, and Shifting Seasons(12:34) - Client Experience and Hosting Meaningful Events(13:53) - Keeping the Magic Alive in Real Estate Service(14:51) - Online Client Community and Lasting Connections(15:43) - The Reluctant Leap to a Transaction Coordinator(17:13) - Fear of Losing Personal Touch in Delegation(19:06) - Feeling More Present at Home Through Support(19:18) - The Real Talk on Mom Guilt and Boundaries(21:15) - Preparing for Baby #2 with Better Systems(21:42) - The Boss Babe Energy vs. Soft Mom Energy(23:20) - Emotional Whiplash Between Clients and Kids(25:16) - Modeling Entrepreneurship and Flexibility for Children(26:10) - Mattias Reflects on Parental Roles and Investment(28:07) - Family Moments and Finding Seasonal Balance(29:05) - You Can Have It All—But Not All at Once(30:12) - Mastermind Hacks: Daily 10-Minute Kid Time(31:19) - Why You Need to Track Family Time Too(32:13) - Working With Grandparents: Legacy and Learning(33:14) - Cheyenne's Big Family and Close Connections(34:16) - Real Estate Wisdom: Don't Sell Homes on Sinking Land(35:42) - Describing the Culture of Western South Dakota(36:47) - Small Town Safety and Parenting Priorities(37:18) - Midwest Vibes and Market Stability(38:11) - Influx of Out-of-State Buyers Changed Everything(38:45) - Cheyenne's Mini Investment Journey(39:49) - Fixer Upper to Flip to Fourplex(40:39) - Cheyenne's Retirement Vision and Rat Race Escape(42:00) - Nuggets of Wisdom for New and Seasoned Agents(43:10) - Follow Cheyenne on Social and Her Podcast(44:03) - Show Outro: Subscribe and Keep Building the Life You WantContact Cheyenne McGriffhttps://cheyennesummer605.com/https://podcasts.apple.com/us/podcast/real-estate-mama-collective/id1769721882https://www.instagram.com/cheyennesummer605/@cheyennemcgriff4513 For more great insight into holistic happiness, visit https://reiagent.com

The Beginner Photography Podcast
Lessons for Surviving Your First Year of Full-Time Photography with Taylor Isselhard

The Beginner Photography Podcast

Play Episode Listen Later Jul 1, 2025 50:34 Transcription Available


#576 Taylor Isselhard is a full-time wedding photographer and the host of the Wedding Lens Lounge podcast. As a professional who successfully transitioned from part-time to full-time photography, Taylor offers an in-depth perspective on the critical steps required for building a sustainable photography business.A significant theme in his career is the disciplined approach to business growth. Relying on his background in business, Taylor underscores the importance of thorough preparation before leaving stable employment. This includes maintaining a clear understanding of financial needs, forecasting bookings, setting aside an emergency fund, and only making the leap once the business demonstrates consistent demand and stability.KEY TOPICS COVEREDTransitioning to Full-Time Photography - Taylor describes how he built up his business gradually, shooting weddings part-time for six years and only going full-time once he reached a threshold of consistent bookings and had established key systems and savings.The Power of Client Experience and Networking - Taylor attributes much of his rapid growth to the positive client experience he provided and the word-of-mouth referrals it generated. He emphasizes the importance of networking with vendors, tagging them on social media, and intentionally nurturing relationships in the wedding industry to gain referrals and increase visibility.Systems, Workflow, and Work-Life Balance - Taylor discusses the practical systems he implemented for client management (like HoneyBook CRM), planning his work week, and balancing business with family life. He outlines his method for blocking off time, using spreadsheets for goal setting, and the importance of beginning with the end in mind—setting long-term goals and breaking them down into actionable steps.IMPORTANT DEFINITIONS & CONCEPTSCRM (Customer Relationship Management): A software tool (like HoneyBook) used to manage client interactions, contracts, invoices, and communications in an organized, professional manner—critical for scaling and streamlining a photography business.Begin with the End in Mind: A strategic planning principle (from “The 7 Habits of Highly Effective People”) involving setting clear, long-term business goals and then mapping out the milestones and actions needed to achieve them.DISCUSSION & REFLECTION QUESTIONSWhat fears or obstacles do you face in considering a transition to full-time photography, and how could Taylor's experience inform your approach?How can building client relationships and networking with vendors be integrated into your workflow?What current systems (or lack thereof) are holding you back from scaling your business and achieving balance?RESOURCES:Visit Taylor Isselhard's Website - https://tpiphotography.com/Follow Taylor Isselhard on Instagram - https://www.instagram.com/tpi_photography/Sign up for your free CloudSpot Account today at www.DeliverPhotos.comConnect with Raymond! Join the free Beginner Photography Podcast Community at https://beginnerphotopod.com/group Get your Photo Questions Answered on the show - https://beginnerphotopod.com/qa Grab your free camera setting cheatsheet - https://perfectcamerasettings.com/ Thanks for listening & keep shooting!

TIQUE Talks
134. Client Experience Series: The Inquiry

TIQUE Talks

Play Episode Listen Later Jul 1, 2025 37:33


In the kickoff episode of this year's summer series, Robin and Jennifer take a closer look at the inquiry phase, the first step in the client journey and a powerful opportunity to set the tone for a high touch, personalized experience. Rather than viewing the inquiry form as just a lead filter, they reframe it as the beginning of the onboarding process. This attracts dream clients, sets expectations, and lays the foundation for lasting relationships! Learn how to design strategic inquiry forms that are both efficient and engaging, tailored to the unique preferences of different client types. From incorporating creative, emotion driven questions to using interactive tools like quizzes, this episode offers fresh ideas for turning a routine form into a meaningful brand touchpoint. Hit play and get inspired to elevate your client experience starting from the very first interaction! Today we will cover: (02:50) Understanding client experience vs. service (04:50) Rethinking the inquiry phase; creating inquiry forms (09:10) Tailoring forms to fit your audience (12:55) Adding personality and creativity to your questions (21:45) Setting expectations and creating boundaries early (35:00) Using quizzes and interactive tools to vet for fit → THE SIMPLE FEE CALCULATOR: https://www.tiquehq.com/fee-calculator?utm_source=Podcast+Episode+134&utm_medium=Podcast+Shownotes&utm_campaign=Fee+Calculator Also mentioned in the episode: Episode 91: What You Wish You'd Always Known About Booking Airfare with Lary Neron Episode 112: How to Create Interactive Content for Lead Generation with Josh Haynam JOIN THE NICHE COMMUNITY An interactive membership for travel advisors wanting the community, education, & support to grow their business. VISIT THE TEMPLATE SHOP Create an enjoyable booking experience for every one of your travel clients. EXPLORE THE PROGRAMS Self-paced style courses for the modern travel advisor. FOLLOW ALONG ON INSTAGRAM @TiqueHQ

Your Retirement Podcast
The Client Experience

Your Retirement Podcast

Play Episode Listen Later Jul 1, 2025 17:19


Some people might put off planning because they don't know what the process is like or how hard it might be. What can potential clients expect when they come in to meet with the BHC team?

The Growth Minded Accountant
First Impressions Matter: Why Client Experience Begins Before You Even Answer

The Growth Minded Accountant

Play Episode Listen Later Jun 30, 2025 16:09


Your voicemail. Your phone tree. Your email signature. They seem like small details—but they're quietly shaping how prospects and clients feel about your firm.In this episode of The Growth-Minded Accountant, Lee Reams and Rebekah Barton uncover one of the most overlooked growth killers in accounting practices: poor first impressions.You'll learn:What your voicemail is really saying about your firmWhy complicated phone trees cause prospects to hang upThe email red flags that signal “amateur hour”How to tighten your communication touchpoints for instant trustThese fixes are quick. They're free. And they send the message that you run a professional, high-value firm—before you even return the call.

Gym Marketing Made Simple
Real Numbers, Real Growth: How David Rubin's Gym Hit 83K/Month | Episode 66.

Gym Marketing Made Simple

Play Episode Listen Later Jun 30, 2025 33:42


What if the secret to more leads wasn't just more ads, but the way your message shows up everywhere?Welcome to Gym Marketing Made Simple—where marketing meets clarity, and client growth is finally within reach. This show is your go-to resource for making smart, straightforward moves to grow your gym and increase revenue without getting lost in complex tactics.Episode Highlights:In this episode, David Rubin, owner of Courage Fitness in Durham, NC, shares how his gym went from 30 organic leads a month to over 80 and how pairing paid ads with a clear, consistent message helped drive over $83,000 in monthly revenue. He discusses the halo effect of advertising, the importance of message alignment across all platforms, and how gym owners can utilize both automation and a human touch to nurture leads effectively.Key Insights:Paid ads don't just bring in paid leads—they also boost organic traffic when done right.A consistent message across your website, social media, and ads builds trust and improves conversions.The halo effect of ads enhances brand awareness and amplifies its impact across all channels.Automation is helpful, but keeping it personal is what makes clients feel seen.A high barrier to entry (like personal training) can attract better-quality leads.Manual tracking gives clearer insights into the sales journey.A diversified marketing strategy is more sustainable than relying on one source.Long-term gains often come from short-term patience and consistency.Episode Chapters:00:00 Intro01:40 Dave Rubin's Client Experience and Success.05:04 The Halo Effect and Marketing Strategy.23:15 Lead Nurturing and Sales Process.23:46 The Role of Technology and Personal Touch.28:33 Advice for Gym Owners on Paid Marketing.If this episode has helped spark new ideas for your gym's growth, please share it with someone who needs it, or join the conversation with us. Marketing doesn't have to be overwhelming when you're not doing it alone.Thanks for tuning in to Gym Marketing Made Simple. We're grateful to have you here. Make sure to catch the next episode—we're just getting started.

No Stylist Left Behind
The Client Experience is the NEW Marketing

No Stylist Left Behind

Play Episode Listen Later Jun 27, 2025 27:16


Buckle up.. In this week's episode we talk - Old marketing = posting, ads, discounts- New marketing = unforgettable client experience that does the talking for youI- n 2025, your reputation is your marketingKey Points: VALUE x VALUE✔️ The Experience Starts Before They Sit in Your ChairBooking process, confirmation, vibe check—all part of your brand✔️ Word of Mouth is Now Experience-DrivenClients don't just share results—they share how they FELTIf the energy is off, they ghost—even with great hair✔️ Retention IS Your MarketingLoyal clients = walking, talking adsThe best “marketing strategy” is keeping clients obsessed with their experienceSo Tune in and take some notes!

The Efficient Advisor: Tactical Business Advice for Financial Planners
285: 6 Key Must Haves for a Remarkable SOP

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Jun 27, 2025 24:59


In this episode, we're diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not sound thrilling at first, mastering these tools can completely transform your business—from client experience to team delegation and operational consistency. Whether you're starting from scratch or optimizing what you already have, this episode will walk you through exactly how to create workflows that protect your time and wow your clients. Plus, we've included downloadable templates to make implementation easier than ever.Here's what you'll learn in this episode:What a workflow and SOP actually are—and why they matterThe six essential elements of a great SOP (hint: it's more than just steps!)The most common mistakes advisors make when building workflowsHow to test and refine your SOPs before automatingWhy keeping a non-digital copy of your workflows is critical for long-term successBy the end of this episode, you'll have the clarity and tools to begin creating your onboarding SOP template—a foundational piece that will support every client interaction moving forward. This is where your onboarding process becomes referable, repeatable, and remarkable.Let's get building!

Alt Goes Mainstream
Monthly Alts Pulse Ep. 17: Live from iCapital Connect - IEQ's Eric Harrison and iCapital's Steve Houston on innovative approaches to wealth management

Alt Goes Mainstream

Play Episode Listen Later Jun 26, 2025 14:32


Welcome to the 17th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect's conference in Phoenix to dive into the most pressing trends at the intersection of private markets and wealth management —and unpack how wealth management firms are utilizing private markets to build out or enhance their practice.In this episode of the Monthly Alts Pulse, iCapital Managing Partner and Co-Head of iCapital Solutions, Steve Houston, and I are joined by Eric Harrison, Founding Partner of IEQ Capital.IEQ, managing close to $40B in AUM, has been an innovator from the start. Private markets — and a customized approach to investing in private markets — are a core part of the IEQ offering — and they've differentiated the firm as a result.Eric and Steve shared a number of thought-provoking perspectives on wealth management and how advisors and clients can approach allocating to private markets as part of a holistic asset allocation framework.Thanks Eric and Steve for a great episode … looking forward to the next Monthly Alts Pulse conversation!Show Notes00:00 Introduction and Guest Introduction00:24 Experiences in Private Banking01:28 Independent Advisors and Private Markets01:46 IEQ Capital's Approach to Private Markets03:33 Scaling and Research in Alternative Investments05:48 Client Experience and Customization07:35 Technology and Tax Strategy10:46 Innovative Ideas in Private Markets13:13 Conclusion and Final Thoughts

The Pro Organizer Studio Podcast
225 | LET'S MEET IN PERSON!! Part 2 with Brandie & Ryan of Home+Sort and the How To Summit

The Pro Organizer Studio Podcast

Play Episode Listen Later Jun 24, 2025 25:01 Transcription Available


I want to meet YOU in Dallas in September!  This is part 2 of my conversation with Brandie and Ryan of Home+Sort and the How To Summit.  LINKS FOR LISTENERS: Come see us at the Summit in September! Hit this link: howtosummit.org and use code MELISSA10 for $50 off.  _______________________________________________________________________ overview and timestamps: This episode is the second part of a conversation with Brandie and Ryan of Home+Sort and the How To Summit.   They discuss the importance of continuously reevaluating business strategies, whether a solopreneur or a team leader, and how staying adaptable can lead to success. The discussion also highlights the upcoming How To Summit with new speakers, fresh topics, and an improved attendee experience.   The guests share insights on challenges in event planning, particularly under changing circumstances. They also touch on themes like client acquisition, neurodivergent organizing, and the value of community in the organizing industry. The episode aims to inspire and provide actionable strategies for business growth and personal development.   00:00 Introduction and Recap 00:36 What's New at the How To Summit 01:37 The Importance of Change and Adaptability 02:14 Event Planning and Client Experience 04:10 Summit Highlights and Speaker Lineup 06:05 The Value of Community and Networking 08:26 Investment in Personal Development 14:35 Exciting New Topics and Workshops 22:48 Final Thoughts and Farewell

Roadmap To Grow Your Business
Ep #367: How Real Estate Agents Generate Referrals Without Asking

Roadmap To Grow Your Business

Play Episode Listen Later Jun 24, 2025 30:23


Our next podcast takeover episode features Larry Kendall from Ninja Selling. It also was a unique opportunity, as we were able to record in the same room! We discussed the importance of building genuine relationships in business because referrals are all about connections, not just asking for them outright. I shared personal stories from my journey and how my diverse experiences have shaped my referral strategies. It was a fun and insightful conversation, and I am excited for you to listen in! Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/367

The Efficient Advisor: Tactical Business Advice for Financial Planners
284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Jun 24, 2025 36:10


We're halfway through the year, advisors — and you know what that means. It's time to hit pause, get real about what's working (and what's not), and make sure you're set up to finish strong. In this episode, I'm sharing my favorite mid-year exercise: a SQUAD Analysis, plus a peek at how I do my own CEO Day to reset, reprioritize, and refocus for the second half of the year.Here's what you'll learn in this episode: 1️⃣ How to run your own S.Q.U.A.D Analysis (a fresh spin on SWOT just for advisors) 2️⃣ Which strengths you should scale — and which ones you shouldn't 3️⃣ How to spot the quicksand that's secretly dragging you down 4️⃣ The one-page Direction plan to keep you realistic and focused on what matters 5️⃣ How to pick your top 3 goals for the next quarter (without burning yourself out)No matter where you stand right now — ahead, behind, or coasting — this is your chance to recalibrate and play the rest of the year on purpose. Grab a notebook, your favorite coffee (mushroom for me, please), and let's map out a second half you can feel proud of.Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Business-First Creatives
Client Experience Essentials: The 5 Layers You Actually Need

Business-First Creatives

Play Episode Listen Later Jun 23, 2025 7:34 Transcription Available


Your client experience doesn't start with a workflow or a fancy journey map. It starts with the words you choose and the tone you set.In this solo episode, I'm breaking down the 5 Client Experience Essentials — the layered framework I now use to help creatives build businesses that book faster, serve better, and feel easier to run. And while most people start with automation or journey mapping, I'm here to tell you why the real foundation of your experience is your client communication.If you've ever felt like your backend was “done” but your clients still seemed confused, clunky, or ghost-prone — this one's for you.Find It Quickly:01:10 — The 5 Client Experience Essentials, defined02:10 — Why most creatives start with the wrong layer02:28 — House analogy: what communication, workflows, and delivery systems really are03:14 — Why poor communication breaks even great systems04:31 — Your voice is the experience: what builds trust04:53 — Where journey mapping fits (and why it's not step 1)05:14 — What to fix first if your experience feels clunky05:37 — From systems strategist to experience architect06:06 — Inside Email Like You Mean It and how it helps

Capture The Chaos - Grow Your Newborn and Family Photography Business
138. Tools to Improve Your Photography Client Experience

Capture The Chaos - Grow Your Newborn and Family Photography Business

Play Episode Listen Later Jun 19, 2025 35:33


If you've ever felt like you're winging it when it comes to your client communication, this episode is for you. I'm chatting with Natasha Sewell—photographer, educator, and queen of a smooth client journey—about how upgrading your client experience isn't just about being “extra,” it's about creating trust, loyalty, and ease (for you and them). We also dive into one of my favorite topics: using AI tools (like ChatGPT!) to help you streamline emails, prep your clients, and feel like you have a tiny personal assistant in your back pocket. This episode will leave you inspired to simplify, serve well, and maybe even rewrite that stale welcome email you've been ignoring since 2022. In This Episode, We Chat About: What Natasha realized was missing from her client experience—and how she fixed it Why your process is your brand (even more than your website or logo) The sneaky ways poor communication might be costing you referrals and repeat clients How to use AI to elevate—not replace—your voice and systems A few easy prompts to help clients feel prepared and confident The ripple effect a strong experience has on your entire business Natasha Sewell launched her photography business in 2013, combining her background in teaching with her love of documenting real-life family moments. After moving and transitioning to in-home newborn and family photography, Natasha now mentors fellow photographers to build thriving, client-centered businesses. She's passionate about education, continuous growth, and helping creatives create systems that feel as beautiful as their work looks. Links & Resources Mentioned: Free AI Prompts to Prep Your Clients The Client Experience Blueprint Course The Focused Path Retreat Follow Natasha: @npsphotography Your Next Step: Loved this episode? Screenshot and tag us @capturethechaosplanner and @npsphotography so we can cheer you on! And don't forget to check out Natasha's freebie—because yes, AI can actually make your client experience easier, smoother, and more professional.   Client experience for photographers, AI in photography business, photography client workflows, creative business systems, Natasha Sewell, client prep prompts, photography education

Customer Service Revolution
209: Achieving NPS Growth Through Client Engagement

Customer Service Revolution

Play Episode Listen Later Jun 19, 2025 38:16 Transcription Available


Summary In this episode of the Customer Experience Revolution podcast, host Dave Murray speaks with Victor Aranda from KeyBank about the transformative 'Moments Matter' initiative. They discuss the framework's three pillars, the impressive growth in Net Promoter Score (NPS), and the strategies implemented to sustain momentum and consistency in client and teammate experiences. Victor shares insights on the ambassador program, the importance of emotional connections with clients, and how the initiative has become a competitive advantage for KeyBank. The conversation emphasizes the ongoing commitment to improvement and the daily efforts required to maintain high standards in customer service. Takeaways Victor Aranda leads the 'Moments Matter' initiative at KeyBank. The initiative focuses on client and teammate experience. KeyBank's NPS score increased from 57 to 85 in four years. An ambassador program was created to empower leaders across the organization. Sustaining momentum is crucial for long-term success. Emotional connections with clients lead to increased loyalty. The initiative is embedded in onboarding and daily operations. Inconsistency in service is a major challenge to overcome. Continuous improvement is a core value at KeyBank. Celebrating small wins helps maintain motivation and focus. Chapters 00:00Introduction to Moments Matter 02:09Understanding the Moments Matter Framework 05:06Success Metrics and NPS Growth 09:41Implementation Strategies and Ambassador Program 17:35Sustaining Momentum and Consistency 26:10Creating a Competitive Advantage 30:31Emotional Connections and Client Experience 34:45The Daily Commitment to Improvement   Links KeyBank Connect with Vistor Aranda Six Reasons Your CX Plummets When Your Business Skyrockets, and How to Fix It: https://thedijuliusgroup.com/download-reasons-your-customer-experience-plummets/ Customer Experience Executive Academy: https://thedijuliusgroup.com/project/cx-executive-academy/ Interview Questions: https://thedijuliusgroup.com/resources/ The DiJulius Group Methdology: https://thedijuliusgroup.com/x-commandment-methodology/ Experience Revolution Membership:  https://thedijuliusgroup.com/membership/ Schedule a Complimentary Call with one of our advisors:  tdg.click/claudia Secret Service Blog:  https://thedijuliusgroup.com/secret-service-turns-20-and-the-dijulius-group-is-born-with-superior-customer-service-as-the-single-biggest-competitive-advantage/ Books   Subscribe We talk about topics like this each week; be sure to subscribe wherever you listen to podcasts so you don't miss an episode.  

Trial Lawyer View Podcast
Episode 65 - Kevin Daisey

Trial Lawyer View Podcast

Play Episode Listen Later Jun 18, 2025 41:24


In the latest Trial Lawyer View, Jason Lazarus sits down with digital marketing strategist Kevin Daisey to break down what personal injury law firms must understand about digital visibility in 2025 and beyond. This isn't theory—it's a roadmap. From why law firms are taking more control over their marketing, to how online reviews, SEO, and client experience all connect—you'll leave with strategies you can use immediately to sharpen your competitive edge.

Starting a Business Simplified: Navigating the Shift
Step 5 How Do You Deliver How to Create a Smooth Client Experience When Starting Out.

Starting a Business Simplified: Navigating the Shift

Play Episode Listen Later Jun 17, 2025 5:01


Are you transitioning from the healthcare field and dreaming of building your own business? Do you feel a little lost when it comes to actually delivering your services and wowing your first clients? Then this episode is your roadmap to an exceptional, stress-free client experience—and ultimately, to business success! In this compelling installment of the Starting a Business Simplified Podcast, host and business strategist Suzy Wraines zeroes in on the all-important Step 5 in her signature five-step process for launching your business after leaving the healthcare sector. This crucial episode is all about delivery: mapping the client journey, streamlining your onboarding process, and ensuring that every new client is nurtured with professionalism, clarity, and a personal touch. If you want actionable guidance, real-world examples, and a confidence boost to get your first clients raving, you can't afford to miss this episode. The first step to leave the healthcare system and start a business is listening to the Starting a Business Simplified Podcast: https://www.startingabusinesssimplified.com/podcast Starting a Business Simplified Website: https://www.startingabusinesssimplified.com/ Episode #123 Get full access to Starting a Business Simplified at startingabusinesssimplified.substack.com/subscribe

The Uncapped Photographer Podcast
Having more FUN 20 years into your photo business with Kassie Moore

The Uncapped Photographer Podcast

Play Episode Listen Later Jun 13, 2025 26:24 Transcription Available


Want to connect with Kassie? Follow her on Instagram: https://www.instagram.com/kassiemoorephotography/SummaryIn this engaging conversation, Christa and Kassie Moore discuss the evolution of Kassie's photography business over two decades. They explore the challenges faced by photographers in a saturated market, the importance of recognizing one's value, and the shift from a shoot-and-burn model to a more curated client experience. Kassie shares her journey of increasing her pricing while enhancing the value offered to clients, emphasizing the joy and fun that comes with this transformation. The discussion highlights the significance of passion in the creative industry and encourages photographers to embrace change for growth.TakeawaysKassie recognized the need for change in her photography business after years of experience.Many photographers feel stuck despite appearing successful on social media.Value and pricing should reflect the expertise and effort put into the work.Transitioning from a shoot-and-burn model to a curated experience can enhance client satisfaction.It's important to focus on delivering quality over quantity in photography.Kassie's average pricing increased significantly after implementing new strategies.Education and continuous learning are crucial for growth in any creative field.Photographers should not be afraid to raise their prices if they provide more value.Embracing change can lead to renewed passion and excitement in one's work.Building relationships with clients can lead to better understanding and service.Thinking about joining Uncapped or Intensive coaching? DM me the word COACH to www.instagram.com/christa_rene for a no pressure convo on if this could help your business grow to the next level.Thanks for listening! We'd LOVE if you left us a review!Connect with Christa on Instagram HERE!Enjoy a free 20-min training on adding $50k in income from products HERE!Apply for Uncapped HERE!

The Aubrey Masango Show
Profile Interview with Darlene Kalonji Mbukula, Executive Head on Client Experience at Nedbank Insurance

The Aubrey Masango Show

Play Episode Listen Later Jun 13, 2025 44:30


Aubrey converses with Dr. Darlene Kalonji-Mbukula, Executive Head on Client Experience at Nedbank Insurance, about her extensive and diversified experience in the banking and financial services industries at leading national and international organisations. The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Leveraged Practice Podcast
Ep. 288 Why I've Been MIA & Growing Your Business Profitably

The Leveraged Practice Podcast

Play Episode Listen Later Jun 11, 2025 24:57


Welcome back to The Leveraged Practice Podcast! After a brief pause, I'm back behind the mic to share why I've been intentionally “missing” and what's been happening behind the scenes as I restructure and grow my business on purpose — for profitability, sustainability, and freedom. In this episode, I open up about: Why patience (my least favorite skill!) has become a necessary part of my business evolution The reality of organic growth vs. intentional growth    The behind-the-scenes work I've been doing to create lower-cost offers, build stronger backend systems, and restructure for long-term scalability How business growth without structure can leave practice owners overworked and underpaid — even as their business gets bigger Why it's critical to create multiple access points for clients at different stages while building true client experiences (not just self-study courses) How I'm personally helping health professionals and practice owners grow intentionally    If you've ever felt like your business growth has outpaced your backend structure — or you're stuck in the same place even as more clients come in — this episode will help you reflect on where you are and what the next intentional step might look like.

Financial Symmetry: Cluing You In To Financial Opportunities Missed By Most People
Creating a Pipeline of Growth and Purpose to Create a Better Client Experience, Ep #241

Financial Symmetry: Cluing You In To Financial Opportunities Missed By Most People

Play Episode Listen Later Jun 11, 2025 20:30


At Financial Symmetry, our internship program has become a core pillar of our growth, innovation, and client experience. Over time, our program grew from simply filling resource gaps to a foundational development engine, helping to shape the services Financial Symmetry offers and the team culture itself. What has emerged from these iterations is the recognition that our best chance of success comes from integrating interns directly into the firm's core wealth management processes. This hands-on approach creates a feedback loop where interns don't just complete busywork; they contribute valuable perspectives and even shape workflows that staff rely upon to this day. Outline of This Episode [00:00] Financial Symmetry's influential internship program, with insights from Heather Gudac. [04:13] Refining processes through internships. [06:42] Internship growth and uniqueness. [12:06] Intern assessment and development process. [14:50] Empowering interns through engagement. [17:49] Internship planning and goal setting. ***********

Call Me CEO
251: The Art of Attraction: Mapping the Natural Client Experience

Call Me CEO

Play Episode Listen Later Jun 10, 2025 40:48 Transcription Available


Send us a textWhat if marketing your business felt natural, authentic, and—dare we say—enjoyable? Mills Gray is on a mission to help service providers ditch the aggressive "bro marketing" tactics and build client journeys that feel good for everyone involved.Drawing from 17 years of business ownership and her fascinating background as a scuba instructor, Mills brings a fresh perspective to marketing high-ticket services. Her approach is refreshingly simple: find marketing strategies you actually enjoy and focus there, rather than spreading yourself thin across every platform and tactic."The key to all of it is finding the thing that you really enjoy doing and also getting your marketing message right," Mills explains. Too often, we market from our expert perspective, five steps ahead of where our clients actually are. The result? Our messaging falls flat because we're not addressing the problems our clients recognize they have.Mills walks us through creating a natural client journey that respects the relationship-building process. Comparing it to dating, she reminds us that rushing to sell is like proposing on the first date—it simply doesn't work. Instead, she recommends nurturing leads through value-driven content that helps potential clients get to know you before making a purchasing decision.When it comes to lead magnets, Mills advocates for simplicity: "Don't get too bogged down. Do two hours max on your lead magnet and then just send the damn thing." She explains that cold audiences will give you seven minutes of their attention at most, so focus on quick wins rather than elaborate challenges.For service providers struggling with pricing, Mills offers a refreshing perspective on valuing your time and expertise appropriately. She challenges the notion that lower prices lead to more sales, explaining that perception of value plays a crucial role in client decisions.Whether you're just starting out or looking to elevate your existing business, this conversation will help you create marketing that aligns with who you are while effectively connecting with the clients you're meant to serve.Resources:Mills' website: https://www.millsgray.com/  The Ultimate Time Audit & Productivity System (Freebie)Grab it here: TIME AUDIT WORKBOOKHow to Hire Your First VA for $27Get it now: GROWTH CHEATSHEETDiscover Your WHY – Free 5-Day WorkshopSign up for free here: DISCOVER YOUR WHYThe Mom Balance Playbook (Freebie for Managing the Mayhem)Download here: MOM BALANCE PLAYBOOKHire a VA or start your VA business here: https://camillewalker.co/5-Minute Meditations for Kids PodcastListen & subscribe here: APPLE SPOTIFYTop 100 Mompreneur Podcasts: https://podcast.feedspot.com/mompreneur_podcasts/ Connect with Mills:IG: https://www.instagram.c

Level Up Your Wedding Film Business
Why Imperfection Can Make You a Better Wedding Creative

Level Up Your Wedding Film Business

Play Episode Listen Later Jun 10, 2025 29:46


If you've ever second-guessed your work, held back from trying something new, or felt the pressure to deliver perfection in every frame, this episode is for you. We're diving into the art of embracing imperfection in your wedding films and how leaning into raw, honest moments (yes, even the ones with tricky lighting or imperfect angles) can actually elevate your work and serve your clients better.We talk about using black and white footage as a storytelling tool, releasing the pressure to make everything look perfect, and trusting your instincts more than the rules. Because the truth is, the best filmmakers aren't the ones who never miss focus—they're the ones who know what really matters in a film.Let this be your permission slip to trust your eye, shoot what feels real, and keep growing into the creative you're meant to be. You don't need to do it all flawlessly to make something unforgettable.

Coach Code Podcast
#689: Stacking the Deck: How Strategic Thinkers Win Big in Real Estate with Kendall Bonner

Coach Code Podcast

Play Episode Listen Later Jun 7, 2025 58:56 Transcription Available


Episode Summary: In this powerhouse episode, John Kitchens is joined by Kendall Bonner, a dynamic leader at eXp Realty and a force behind driving innovation and strategic growth in the real estate industry. Kendall unpacks the power of thinking differently, how eXp evaluates opportunities, and why looking at the true addressable market is key to future-proof business decisions. They dive deep into how eXp is "stacking the deck" by building intentional systems, fostering client-centric innovations, and leveraging AI to dominate the evolving landscape. Kendall shares her leadership journey, the importance of value alignment, her approach to partnerships, and how top performers separate themselves by being relentless about mindset, skillset, and toolset mastery. The conversation touches on: The critical shift from customer service to client experience. Why AI will not replace agents — but agents using AI will dominate. How eXp is building the number one brand through tech and global expansion. The overlooked dangers of confirmation bias with AI. The necessity of continuous personal and professional growth. Kendall also reflects on her leap from law to real estate, the lessons from the short sale market, and what it really takes to scale a modern brokerage. A must-listen for anyone serious about becoming a CEO in real estate and future-proofing their business. Key Takeaways: Strategic Decision Making:  Focus on the addressable market — not just agent count, but transaction volume and unit potential. Client Experience vs. Customer Service: Shift from reactive service to proactive, intentional client experiences that create loyalty and drive referrals. The Power of Core Values: How transparency, agility, and sustainability guide decision-making at eXp. AI as a Skillset: Leveraging AI is no longer optional. The future belongs to those who view AI mastery as a daily skill, not a random tool. Environment Matters: Surround yourself with growth-minded people and systems that continually challenge and upgrade you. Leadership Lessons: True leaders plant seeds and trust their teams to operationalize vision with freedom and accountability. Growth Mindset: Continuous learning, strategic planning, and developing mindset-skillset-toolset are non-negotiables for long-term success. Resources & Mentions: Book Mentioned: Stacking the Deck by David S. Pottruck Book Mentioned: Buy Back Your Time by Dan Martell Book Mentioned: The AI-Driven Leader by Andrew Leigh Learn more at johnkitchens.coach   "Client experience isn't random; it's intentional, documented, systematized, and scalable." — Kendall Bonner   Connect with Us: Instagram: @johnkitchenscoach LinkedIn: @johnkitchenscoach Facebook: @johnkitchenscoach   If you enjoyed this episode, be sure to subscribe and leave a review. Stay tuned for more insights and strategies from the top minds. See you next time!

The Efficient Advisor: Tactical Business Advice for Financial Planners
279: Supply vs. Demand: Advisors, Stop Solving the Wrong Problem

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Jun 6, 2025 11:16


I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In this episode, we dive into a common misstep advisors make—solving for the wrong problem. Are you actually demand-constrained or supply-constrained?

The Uncapped Photographer Podcast
How Emily Built a $100K Senior Photography Business Through Word-of-Mouth (While Raising 4 Kids!)

The Uncapped Photographer Podcast

Play Episode Listen Later Jun 6, 2025 23:45 Transcription Available


Want to connect with Emily? Follow her on Instagram: https://www.instagram.com/emilysommerphotography/SummaryIn this conversation, Emily Sommer shares her journey as a senior photographer, discussing her transition from a shoot and burn model to a full-service approach. She emphasizes the importance of creating a unique client experience, balancing family life with her business, and the value of senior photography as a one-time event. Emily also offers advice for aspiring photographers on how to stand out in a competitive market and build a successful business.TakeawaysEmily transitioned from shoot and burn to full service photography.She found that fewer clients can lead to higher earnings.Senior photography is a unique, one-time event that clients value.Balancing family life and business is crucial for sustainability.Creating a personalized client experience is key to referrals.Emily emphasizes the importance of being different from competitors.She offers mini sessions to cater to clients' needs.Emily's average earnings per session increased significantly after her transition.Word of mouth is a powerful marketing tool in the senior photography space.Emily encourages photographers to focus on serving their clients well.Thinking about joining Uncapped or Intensive coaching? DM me the word COACH to www.instagram.com/christa_rene for a no pressure convo on if this could help your business grow to the next level.Thanks for listening! We'd LOVE if you left us a review!Connect with Christa on Instagram HERE!Enjoy a free 20-min training on adding $50k in income from products HERE!Apply for Uncapped HERE!

Sam Miller Science
S 805: How to Build a Client Experience That Sells for You: Referrals and Retention Start with This 3 Step Framework

Sam Miller Science

Play Episode Listen Later Jun 5, 2025 31:57


Do you know your ABC's when it comes to your client's journey? Whether you do or not, I'm really excited to share this framework and teach it to you for the first time or remind you of these important aspects of your coaching business. Topics include:- Customer/Client Experience- ABC's of the Client Journey- Sale to Get a Customer vs Getting a Customer to Make a Sale- Activation Points- Good vs Great Product/Service- Beneficial Additions to Our Product/Service- Biases and Beliefs - Community, Communication, and Check-ins- Referral Exercise- Recapping/Key Points to Remember---------- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠My Live Program for Coaches: The Functional Nutrition and Metabolism Specialization ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.metabolismschool.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠---------- [Free] Metabolism School 101: The Video Series⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.metabolismschool.com/metabolism-101⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠----------Subscribe to My Youtube Channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/@sammillerscience?si=s1jcR6Im4GDHbw_1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠----------⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Grab a Copy of My New Book - Metabolism Made Simple⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠---------- Stay Connected: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram: @sammillerscience⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube: SamMillerScience⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook: The Nutrition Coaching Collaborative Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok: @sammillerscience⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ----------“This Podcast is for general informational purposes only and does not constitute the practice of medicine, nursing or other professional health care services, including the giving of medical advice, and no doctor/patient relationship is formed. The use of information on this podcast and the show notes or the reliance on the information provided is to be done at the user's own risk. The content of this podcast is not intended to be a substitute for professional medical advice, diagnosis, or treatment and is for educational purposes only. Always consult your physician before beginning any exercise program and users should not disregard, or delay in obtaining, medical advice for any medical condition they may have and should seek the assistance of their health care professionals for any such conditions. By accessing this Podcast, the listener acknowledges that the entire contents and design of this Podcast, are the property of Oracle Athletic Science LLC, or used by Oracle Athletic Science LLC with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this Podcast may save and use information contained in the Podcast only for personal or other non-commercial, educational purposes. No other use, including, without limitation, reproduction, retransmission or editing, of this Podcast may be made without the prior written permission of Oracle Athletic Science LLC, which may be requested by contacting the Oracle Athletic Science LLC by email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠operations⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@sammillerscience.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. By accessing this Podcast, the listener acknowledges that Oracle Athletic Science LLC makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast."

The Efficient Advisor: Tactical Business Advice for Financial Planners
278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Jun 3, 2025 55:08


Video is no longer just a "nice-to-have"—it's an essential tool for financial advisors looking to build trust, streamline operations, and enhance the client experience. In this episode, Libby sits down with Katie Braden to discuss why video is so powerful and how advisors can integrate it into their business in a way that feels easy and authentic. Whether you're just getting started or looking to improve your video presence, this conversation is packed with practical insights! What you'll learn in this episode: Why video helps build trust faster than traditional marketingHow to use video at different stages of the client journeyThe biggest mindset blocks stopping advisors from using video (and how to overcome them)Simple strategies to make video a seamless part of your business operationsBest practices for using video on your website, social media, and in client communicationsUsing video doesn't have to be overwhelming or complicated. Katie shares how to start small, focus on authenticity, and leverage video in a way that works for you. Tune in to learn how video can help you create stronger client relationships and a more efficient practice!Check out Katie's website HERE!Connect with Katie on LinkedIn HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Customer Service Revolution
206: The Key to Keeping Your CX TOMA

Customer Service Revolution

Play Episode Listen Later May 29, 2025 36:16


Summary In this episode Chief Revolution Officer John DiJulius talks to Kevin Sloan, Executive Vice President, Head of Retail Banking,for KeyCorp. As Head of Retail Banking, Kevin Sloan leads the execution of KeyBank's retail relationship growth strategy centered on helping clients and communities thrive. His responsibilities include leading 5,500 teammates across Key's 950 branch offices, its Business Performance, Support & Enablement team, and its Client & Teammate Experience team. He is also a member of KeyCorp's Executive Council. Takeaways Why KeyBank focused on the client experience What did Key do to transform their client experience What was the return on investment for Key How did Key keep the client experience momentum going years after Chapters: 00:00Celebrating 200 Years of KeyBank 02:50The Journey to Client Experience Excellence 06:12Moments Matter: A Framework for Success 09:04Recruitment and Retention Strategies 11:46Measuring Success: KPIs and Results 15:02Consistency in Customer Experience 17:46Building a Culture of Recognition 21:08Challenges of Maintaining Momentum 23:56Connecting Purpose with Client Experience 26:53The Importance of Emotional Connection 30:12Sustaining Momentum in Client Experience 33:05Collecting and Sharing Moments That Matter 35:59The Power of Small Gestures 38:48Conclusion and Reflections   Links Connect with Kevin Sloan Six Reasons Your CX Plummets When Your Business Skyrockets, and How to Fix It: https://thedijuliusgroup.com/download-reasons-your-customer-experience-plummets/ Customer Experience Executive Academy: https://thedijuliusgroup.com/project/cx-executive-academy/ Employee Experience Executive Academy: https://thedijuliusgroup.com/project/exea/ Interview Questions: https://thedijuliusgroup.com/resources/ The DiJulius Group Methdology: https://thedijuliusgroup.com/x-commandment-methodology/ Experience Revolution Membership:  https://thedijuliusgroup.com/membership/ Schedule a Complimentary Call with one of our advisors:  tdg.click/claudia Secret Service Blog:  https://thedijuliusgroup.com/secret-service-turns-20-and-the-dijulius-group-is-born-with-superior-customer-service-as-the-single-biggest-competitive-advantage/   Subscribe We talk about topics like this each week; be sure to subscribe wherever you listen to podcasts so you don't miss an episode.

Real Estate Excellence
Sarah Olson: Time Tested Pro / Top Agent Nocatee

Real Estate Excellence

Play Episode Listen Later May 26, 2025 89:53


What if the key to long-term success in real estate isn't sales skills—but mentorship, purpose, and adaptability?   In this episode of the Real Estate Excellence Podcast, Tracy Hayes welcomes Sarah Olson, a powerhouse broker and mentor with over two decades of experience in Northeast Florida. From leading First Coast Collective at RE/MAX Unlimited to launching her own Real Estate Agent Success Academy, Sarah shares her journey of transformation—from a tax accountant to a top-tier agent and educator. With an innate ability to connect, teach, and inspire, she reveals the secrets behind her longevity in the business: personalized mentorship, entrepreneurial thinking, and building relationships that last decades.   Sarah opens up about why most agents fail, the crucial mistakes they make when choosing brokerages, and how she's leveraging both data and AI to coach her team effectively. Whether discussing the perils of kids on e-bikes in Nocatee or explaining the logic behind her successful lead tracker, Sarah offers a masterclass in running a real estate business like a business. Her passion for helping agents succeed shines through every story.   If you're an agent looking to level up your career or someone considering diving into the real estate world, follow Sarah Olson and dive into the Real Estate Agent Success Academy. Subscribe to the Real Estate Excellence Podcast and leave us a 5-star review if you're inspired by Sarah's story!   Highlights: 00:00 – 07:59 From Burnout to Breakthrough: Knowing When to Delegate Understanding personal capacity and time limits Tracy's AI-powered podcast intro strategy Tiffany's take on ChatGPT in bios and branding How AI is reshaping home search and buyer interactions The future of conversational real estate websites 08:00 – 17:59 From Real Estate Legacy to Reluctant Heir Growing up in a small-town real estate family Why Tiffany originally rejected the real estate path How military life shifted her career vision Meeting Debbie Tufts and finding mentorship The early admin years and learning the business backend 18:00 – 26:59 Beacon Born: Building a Business Behind the Scenes Launching a transaction coordination company Supporting agents with scale and efficiency Tiffany's behind-the-scenes role in 2,000+ transactions The value of TC systems and training Why she eventually shut down Beacon 27:00 – 38:59 Tools of the Trade: TC Systems and Outsourcing Smarts What to look for when hiring a TC The power of Open to Close software TCs vs. assistants—what agents should know Personality matching with transaction partners Vacation coverage, communication, and expectations 39:00 – 01:00:59 Growth Gaps: Breaking Through the Agent Ceiling Why so many agents plateau at $6–9M How TCs can free agents to grow Real client experiences and better service Overcoming the mental block of paying for help Transitioning from TC to front-end sales 01:01:00 – 01:29:52 Scaling with Intention: Teams, Tools & Real Talk Breaking income ceilings through delegation Hiring a marketing manager: Sarah's first leap after 20+ years The difference a great TC can make Building systems that support consistent referral flow Choosing the right brokerage and leadership mindset Conclusion   Quotes: “You've got to have a pillar—what you wake up in the morning and what you do.” – Sarah Olson “I have never sold a house in my life. I service my clients, and that's why they refer me.” – Sarah Olson “It's not about the sale; it's about the story. The lifestyle. What's your weekend look like?” – Sarah Olson “Be so good they never forget you—and track you down 15 years later.” – Sarah Olson   To contact Sarah Olson, learn more about her business, and make her a part of your network, make sure to follow her on her Website, Instagram, Facebook, and LinkedIn.   Connect with Sarah Olson! Website: https://www.firstcoastcollective.com Instagram: https://www.instagram.com/reagentsuccessacademy/ Facebook: https://www.facebook.com/realestateagentsuccessacademy LinkedIn: https://www.linkedin.com/in/saraholiviaolson/   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    If you want to build your business and become more discoverable online, Streamlined Media has you covered. Check out how they can help you build an evergreen revenue generator all powered by content creation!   SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #RealEstatePodcast #SarahOlson #MentorshipMatters #RealtorLife #TeamBuilding #AIInRealEstate #TransactionCoordinator #RealEstateSystems #DelegationWins #NocateeRealtor #GreenHomes #BrokerLeadership #ClientExperience #ReferralMarketing #RealEstateTips #ScalingSmart #RealEstateEducation #FemaleLeaders #LegacyBuilders #JacksonvilleRealEstate

Seriously in Business: Brand + Design, Marketing and Business
215: How to Build an Intentional Client Journey and Systems That Support Your Energy

Seriously in Business: Brand + Design, Marketing and Business

Play Episode Listen Later May 26, 2025 26:06


Behind the scenes, most business chaos doesn't come from a lack of skill... it comes from messy, non-existent systems. And if your client experience feels a little scattered, your clients are feeling it too.In this guest episode, I'm joined by Mariana from Pink Ocean VS... a systems strategist, community builder, and spreadsheet-loving creative to unpack how we can create client journeys that feel seamless, supportive and straight-up satisfying.Whether you're a virtual assistant, a creative service provider, or just tired of chasing your tail between bub's nap time and Zoom calls... this is your reminder that structure can be freeing, and systems can be soul-nourishing.Here's what we cover:The difference between delivering a service... and crafting an experienceThe emotional layer that sets great brands apartWhat systems every service provider actually needsThe low-tech, high-clarity magic of mapping your journeyWhy SOPs aren't just for big businessesGrab your post-its, open your Canva whiteboard, and tune in... this one's equal parts strategy and heartDOWNLOAD Free Canva Client Journey Map: https://whitedeer.com.au/ep215ABOUT MARIANA:I'm Mariana, founder of Pink Ocean Virtual Solutions, a digital operations service for service-based business owners who are ready to clean up the backend, stop duct-taping their systems together, and get back to doing what they're great at. I specialise in CRM setups (especially Moxie), digital declutters, SOP creation, and ongoing tech VA support.CONNECT WITH MARIANAInstagram: https://www.instagram.com/pinkoceanvs/Website: https://pinkoceanvs.com.au/"The Break" Newsletter: https://pinkoceanvs.myflodesk.com/podcastMoxie fortnightly newsletter: https://pinkoceanvs.myflodesk.comWatch on YouTube: https://youtu.be/l6s55Zjk3hYRead on the Blog: https://whitedeer.com.au/ep215/WORK WITH JACQUI:// DIY Design My Biz: The best course for business owners DIYing their own brand and graphics in Canva. Learn more: https://whitedeer.com.au/diy-dmb// The Co+Creation Design Club: Design WITH the help of a professional designer in this high-touch coaching space: https://whitedeer.com.au/designclub// Design Studio: If you're after fully done-for-you design services my studio team can help! https://whitedeer.com.au/designstudio

Real Estate Excellence
Tiffany Freeman: Transaction Coordinator to Top Jacksonville Agent

Real Estate Excellence

Play Episode Listen Later May 23, 2025 86:36


What if the secret to leveling up your real estate game lies in the systems you don't see? In this episode of the Real Estate Excellence Podcast, Tracy Hayes welcomes Tiffany Freeman—a former transaction coordinator turned high-performing agent with Ingle & Volkers. With a sharp mind for systems and strategy honed through military family life and 2,000+ real estate transactions, Tiffany unveils her journey from resisting real estate to thriving at its forefront. Listeners get a front-row seat to Tiffany's unique insights on how backend mastery, tech-savvy tools, and effective delegation supercharge growth. She breaks down the value of transaction coordinators, why agents hit a growth ceiling, and how she leveraged every past experience to transition into a top agent role. Her story is proof that running a real estate business like a business is the key to scaling—and staying sane. Are you a real estate agent stuck under your growth ceiling? Take a page from Tiffany's playbook: delegate, systemize, and elevate. Subscribe to the show, share this episode, and follow Tiffany's journey to get inspired on how to scale smart! Highlights: 00:00 – 07:59 From Burnout to Breakthrough: Knowing When to Delegate Understanding personal capacity and time limits Tracy's AI-powered podcast intro strategy Tiffany's take on ChatGPT in bios and branding How AI is reshaping home search and buyer interactions The future of conversational real estate websites 08:00 – 17:59 From Real Estate Legacy to Reluctant Heir Growing up in a small-town real estate family Why Tiffany originally rejected the real estate path How military life shifted her career vision Meeting Debbie Tufts and finding mentorship The early admin years and learning the business backend 18:00 – 26:59 Beacon Born: Building a Business Behind the Scenes Launching a transaction coordination company Supporting agents with scale and efficiency Tiffany's behind-the-scenes role in 2,000+ transactions The value of TC systems and training Why she eventually shut down Beacon 27:00 – 38:59 Tools of the Trade: TC Systems and Outsourcing Smarts What to look for when hiring a TC The power of Open to Close software TCs vs. assistants—what agents should know Personality matching with transaction partners Vacation coverage, communication, and expectations 39:00 – 01:00:59 Growth Gaps: Breaking Through the Agent Ceiling Why so many agents plateau at $6–9M How TCs can free agents to grow Real client experiences and better service Overcoming the mental block of paying for help Transitioning from TC to front-end sales 01:01:00 – 01:14:59 Elevating the Client Experience Buyer consults, setting expectations, and weekly reporting Creating structure for high-level service Building referral-worthy processes Client events and marketing delegation Making real estate personal and predictable 01:15:00 – 01:26:42 Final Advice and Operational Wisdom Hiring the right TC for your business style Understanding the true value of your time Tapping into TC knowledge as a new agent Transitioning gracefully from backend to frontlines Leaving listeners with tactical takeaways Conclusion   Quotes: "Every agent has a capacity ceiling. A TC gives you your life—and your business—back." – Tiffany Freeman "Just because you're doing well doesn't mean you can't be doing better—with systems." – Tiffany Freeman "We're in people's lives during their most emotional transitions. That's an honor." – Tiffany Freeman   To contact Tiffany Freeman, learn more about their business, and make them a part of your network, make sure to follow them on Website, Instagram, Facebook, and LinkedIn.   Connect with Kimberly L. Waterhouse, Veteran USMC! Website: http://debbietuftsgroup.evrealestate.com/ Instagram: https://www.instagram.com/tiffsellsjax/ Facebook: https://www.facebook.com/TiffanyFreemanRealEstate LinkedIn: https://www.linkedin.com/in/tiffanytfreeman/   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    If you want to build your business and become more discoverable online, Streamlined Media has you covered. Check out how they can help you build an evergreen revenue generator all powered by content creation!   SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #TiffanyFreeman #JacksonvilleRealtor #RealEstatePodcast #MilitarySpouseRealtor #TransactionCoordinator #AIinRealEstate #RealEstateSuccess #WomenInRealEstate #RealEstateTips #EngelAndVolkers #SmartDelegation #ClientExperience #RealEstateGrowth #ScalingYourBusiness #RealEstateStrategy #TechInRealEstate #RealEstateMentorship #RealEstateCareer #WorkLifeBalance

REFERRALS PODCAST
392 From Events to Explosive Growth: Danny Baron's Exact Referral Blueprint with Michael J. Maher

REFERRALS PODCAST

Play Episode Listen Later May 20, 2025 57:32


Title: From Events to Explosive Growth: Danny Baron's Exact Referral Blueprint Host: Michael J. Maher Guest: Danny Baron Description: In this powerful rebroadcast, Michael sits down with Danny Baron—an agent who calls himself the best case study of (7L) implementation, and he just might be right. With only four years in the business, Danny has built a thriving referral-based business helping hundreds of clients each year. His secret? Four strategic appreciation events that create connection, loyalty, and massive referral momentum. Listen in as Danny shares his event blueprint, mindset shifts, and step-by-step approach to sustainable growth through generosity. (7L) Referral Strategies and Podcast Topics: Events, Ambassador, Appreciation, Client Experience, Event Mastery Special Offer: Ready to build your own referral-generating event plan? The next Event Mastery class starts June 3! Learn how to create impactful, relationship-building events that generate consistent referrals. Register now at www.EventMastery.com

Roadmap To Grow Your Business
Ep #362: 10 Non-Negotiables of Successful Entrepreneurs

Roadmap To Grow Your Business

Play Episode Listen Later May 20, 2025 56:41


Ready to unlock the secrets of successful entrepreneurship? Join me and LuAnn Nigara as we dive into the 10 essential principles that every entrepreneur should embrace. With decades of experience and over 1,100 podcast episodes under her belt, LuAnn offers invaluable insights that can help you elevate your business. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/362

The Efficient Advisor: Tactical Business Advice for Financial Planners
274: The Ultimate Value Add to Make Clients for LIFE *Replay with Blake Brewer*

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later May 20, 2025 46:11


Adding value to clients is a core value over here at the Efficient Advisor. Today's episode is going to be a game changer for you when it comes to a simple-to-execute value add that is huge on impact. If you know me, you know when it comes to adding value we're looking for two things… 1) How much impact does it actually have on your clients?... and 2) What is the difficulty to execute said value add? When I come across something that is lower on difficulty and HIGH on impact… I am here for it and I cannot wait to share it with this community. Today's guest, Blake Brewer, is something really special. He's on a mission to help parents create a lasting legacy beyond finances for their children and he partners with financial advisors to help them become indispensable in their clients' lives. Legacy Letter - which is this awesome idea - was just featured on the Today Show. It's that cool. And, at the end of the episode I'm going to share with you how I would create a process around this value add and how I would incorporate this into my business themes to increase my client impact. Blake joins us today to share how his father inspired him to help parents create legacies for their children. He discusses the power of words and writing letters and explains how he helps financial advisors make an impact. Get the tissues out… this story is moving. Talk about adding maximum value and impact….Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Fitness Business University With Vince Gabriele
The Ask Vince Podcast: sk Vince: Why Your Clients Leave (And How to Make Them Stay)

Fitness Business University With Vince Gabriele

Play Episode Listen Later May 17, 2025 25:58


Don't Miss SPF Live at My Gym in NJ on July 18th and 19th!https://events.vincegabriele.com/july2025 In this episode of the Ask Vince Podcast, Vince keeps it real, sharing no-nonsense insights that every fitness business owner needs to hear. He kicks off by spotlighting the upcoming Mastermind Event on July 18th and 19th at Gabriele Fitness—a game-changing experience designed to help you maximize your gym's revenue, keep clients longer, and build a rock-solid community.But this episode isn't just about making money—it's about mindset, accountability, and making your health a priority. Whether you're crushing it or barely keeping your head above water, Vince's honest, straight-talk approach will hit home. Key Topics Discussed:1. Mastermind Event Announcement:Vince breaks down what you can expect at the event, including powerful strategies for increasing your gym's lifetime customer value. If you're serious about your business, this is a can't-miss opportunity. 2. Understanding Lifetime Customer Value (LCV):Vince gets into the nitty-gritty of how to boost your revenue through three main drivers:Stay Longer: Proven ways to keep your clients coming back.Pay More: Smart pricing strategies that don't scare clients away.Refer More: How to turn your happiest clients into your biggest advocates. 3. The Power of Accountability:You don't need more yes-men. You need friends who aren't afraid to call you out when you're slacking. Vince talks about the value of having people in your life who keep you honest—whether it's about your business or your personal health. 4. Health as an Asset or Liability:Vince pulls no punches as he explains why business owners often let their health fall apart and how this can destroy your success. It's a wake-up call for anyone who thinks they can “figure it out later. 5. Value Over Price:Stop fixating on what you charge—start obsessing over the value you deliver. Vince shares how creating memorable experiences and personalized touches can keep clients around for years. Don't Miss SPF Live at My Gym in NJ on July 18th and 19th!https://events.vincegabriele.com/july2025  If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

The Efficient Advisor: Tactical Business Advice for Financial Planners
273: An Alternative to Surge Meetings: What I Call Cluster Meetings

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later May 16, 2025 11:24


I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!In this episode, we explore an alternative to the high-intensity surge meeting model: Cluster Meetings

Holistic Marketing Simplified
118: Little Tweaks That Make a Big Difference for Your Practice [REPLAY]

Holistic Marketing Simplified

Play Episode Listen Later May 13, 2025 22:24


It's time to make some adjustments in your business! Today I'm sharing a replay episode all about the little things that could make or break your client experience. This episode originally aired as Episode 99 on December 31st, 2024.Review full show notes and resources at mollycahill.com/podcastGet access to my Marketing Roadmap Private Audio Training: mollycahill.com/privatetrainingMentioned in this EpisodeEpisode 99 Tweaks to Improve Your Patient or Client Experience for 2025: mollycahill.com/improve-patient-client-experienceHolistic Marketing Hub holisticmarketinghub.com/enrollFollow Molly on Instagram: instagram.com/mollyacahill

Tyler Tech Podcast
Why the Client Experience Should Be a Public Sector Priority

Tyler Tech Podcast

Play Episode Listen Later May 13, 2025 20:27


In this episode of the Tyler Tech Podcast, Andrew Kahl, chief client officer at Tyler Technologies, joins us to explore why trust, transparency, and responsiveness are more critical than ever in the public sector. He shares how his decades of experience in technology shaped his approach to client relationships, and how his "infinity loop" philosophy helps agencies create stronger connections and deliver lasting value.Throughout the conversation, Andrew discusses how public expectations are evolving, why simplifying engagement is essential, and how agencies can move beyond transactional interactions to build trusted, long-term partnerships. He also offers insights into the role of technology — from usability to AI and automation — in helping government leaders modernize services and meet rising constituent demands.Tune in to learn how thoughtful client experience strategies can help agencies deliver with greater ease, strengthen resident trust, and shape a more responsive future for public service.This episode also highlights Digital Access and Accessibility in the Resident Experience, a new white paper exploring how public sector organizations can remove barriers and create more inclusive digital services. As governments continue to expand digital offerings, ensuring a seamless, user-friendly experience is more important than ever.Download: Digital Access and Accessibility: Creating a Better Resident ExperienceAnd learn more about the topics discussed in this episode with these resources:Download: A Digital Guide to Modernizing the Resident ExperienceBlog: Partnering With Communities to Build ResilienceBlog: Increase Community Resilience With Modern Payment SystemsBlog: Using Cloud-Based Solutions to Improve Access in CountiesBlog: Tyler Excellence Awards for the Public SectorBlog: Excellence 2024: Performance & Innovation SolutionsBlog: Excellence 2024: Connected Community SolutionsBlog: Excellence 2024: Operational Efficiency SolutionsBlog: Excellence 2024: Data & Transparency SolutionsVideo: Arkansas Enhances Residents' ExperienceVideo: How an Ohio County Boosts Assessment Fairness & TransparencyVideo: How a City Sparked Civic EngagementListen to other episodes of the podcast.Let us know what you think about the Tyler Tech Podcast in this survey!

Sam Miller Science
S 797: FNMS Case Study: Enhancing Confidence and Certainty in the Client Experience with Mauro Stara

Sam Miller Science

Play Episode Listen Later May 11, 2025 41:35


Excited to be joined today by one of my FNMS mentees Mauro. Mauro is a former banker turned Founder of Starathletes. He joins me today to discuss his time with Metabolism School and the FNMS program, how his client's benefitted from his expanded skillset and knowledge, and what advice he has for folks on the fence thinking about joining FNMS. Topics include: - Mauro's Background Before Becoming a Coach- Desire to Work for Yourself- What Led Mauro to FNMS- Certainty in the Client Experience- The Power of Referrals- If You're On The Fence About FNMS- Support with Complex Client Cases- Where to Find Mauro---------- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠My Live Program for Coaches: The Functional Nutrition and Metabolism Specialization ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.metabolismschool.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠---------- [Free] Metabolism School 101: The Video Series⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.metabolismschool.com/metabolism-101⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠----------Subscribe to My Youtube Channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/@sammillerscience?si=s1jcR6Im4GDHbw_1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠----------⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Grab a Copy of My New Book - Metabolism Made Simple⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠---------- Stay Connected: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram: @sammillerscience⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube: SamMillerScience⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook: The Nutrition Coaching Collaborative Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok: @sammillerscience⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ----------“This Podcast is for general informational purposes only and does not constitute the practice of medicine, nursing or other professional health care services, including the giving of medical advice, and no doctor/patient relationship is formed. The use of information on this podcast and the show notes or the reliance on the information provided is to be done at the user's own risk. The content of this podcast is not intended to be a substitute for professional medical advice, diagnosis, or treatment and is for educational purposes only. Always consult your physician before beginning any exercise program and users should not disregard, or delay in obtaining, medical advice for any medical condition they may have and should seek the assistance of their health care professionals for any such conditions. By accessing this Podcast, the listener acknowledges that the entire contents and design of this Podcast, are the property of Oracle Athletic Science LLC, or used by Oracle Athletic Science LLC with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this Podcast may save and use information contained in the Podcast only for personal or other non-commercial, educational purposes. No other use, including, without limitation, reproduction, retransmission or editing, of this Podcast may be made without the prior written permission of Oracle Athletic Science LLC, which may be requested by contacting the Oracle Athletic Science LLC by email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠operations⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@sammillerscience.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. By accessing this Podcast, the listener acknowledges that Oracle Athletic Science LLC makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast."