Podcasts about client experience

Designing a Referable Client ExperienceIn this episode of the EntreArchitect Podcast, Stacey Brown Randall shares why designing an intentional client experience is the key to long-term business success. She explains that every business, whether by design or default, has a client experience—and those touchpoints deeply impact how clients feel throughout their journey. Stacey emphasizes the importance of understanding not only the logical side of client satisfaction but also the emotional journey clients undergo, revealing how these elements shape lasting impressions and loyalty.As the author of the new book, The Referable Client Experience, Stacey offers fresh insights into how businesses can foster relationships that naturally generate referrals. She draws from her expertise in teaching entrepreneurs and business owners how to create trust and connection without manipulation, incentives, or even asking for referrals. Her strategies provide a framework for building relationships that lead to repeat business and a steady stream of referrals by focusing on the client's needs and experiences first.With her background in organizational communication and years of coaching, Stacey provides actionable advice for architects and business owners alike who want to build meaningful, long-lasting client relationships that sustain and grow their practice.This week at EntreArchitect Podcast, Designing a Referable Client Experience with Stacey Brown Randall.Learn more about Stacy at StaceyBrownRandall.com, check out her new book The Referable Client Experience, and connect with her on Facebook, X, or LinkedIn.Referenced in this EpisodeEA240: How to Get Referrals Without Asking [Podcast]Please Visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.

Life Updates, Program Changes, and Finding Balance on the Road | The Maxime Sigouin Podcast Ep. #412Join our Free Fit Vegan weekly newsletter: https://fit-vegan-coaching.kit.com/newsletterInterested in working with our world class team, Book your application call here: http://book.fitvegancoaching.com/podcastTry out the Superfood Adaptogenic Protein Blend from Nutrigazm. Use the code FitVegan15 to save 15% off any one time order and use code FitVegan20 to save 20% off all subscription orders over at www.nutrigazm.comIn this solo episode, I share some exciting updates about the next evolution of our coaching model — one that gives clients even more expert support for nutrition, training, and accountability. I also talk about my recent trip to Breckenridge, Colorado, where I unplugged for a much-needed digital detox, trained at high altitude, and reflected on what balance truly means. From finding plant-based meals while traveling to learning how to enjoy life without losing progress, this episode is all about building health that fits your lifestyle — not the other way around.[00:00–08:47] Big Announcement: A New Era of Coaching — How We're Elevating the Client Experience[08:48–11:34] Digital Detox & Personal Growth: Lessons from Breckenridge and Finding Clarity Offline[11:35–22:15] Plant-Based Dining Adventures: Navigating Fine Dining and Staying True to Your Values[22:16–28:35] Healthy Travel Strategies: Staying Fit, Balanced, and Present on the RoadKey Quotes“We know that if those plans are created and you stick to them, you'll get incredible results. That tends to be most people's challenges, which is why I decided to bring on an additional team member to be solely dedicated to accountability." -Maxime."I think a lot more of those people are transitioning to focusing on their health because at the end of the day, that's the only thing you have."-Maxime.My name is Maxime Sigouin. I am the founder of Fit Vegan Coaching and Empire Builders Agency. I have a passion for serving and helping people live to their fullest potential.Book Your FREE Consultation Call Here: http://book.fitvegancoaching.com/podcast- Follow me on Instagram: https://www.instagram.com/maximesigouinofficial/- Join our FREE Fit Vegan Community: www.freefitvegancommunity.com- Youtube Channel : https://linktw.in/AyNrSW

In this episode, Christina Lecuyer dives deep into the powerful connection between fear, change, and growth. Drawing from her own journey and real client breakthroughs, she reveals how fear isn't the enemy—it's often the sign you're on the right track. Christina shares what it really takes to turn fear into fuel, take bold action, and build unshakable faith through life's biggest transitions.

Are you ready for an insider's look at my new book, The Referable Client Experience? Join me as I break down the first section of the book, where we explore how your business can leverage its unique strengths to create an unforgettable client experience. I'll also highlight two essential exercises that will help you elevate your client interactions. Don't miss out on the special offers I have for you, too! Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/385

In this episode, Raul welcomes Stacy Brown Randall, an author, speaker, podcast host, and expert in generating referrals without asking for them. They discuss her new book, 'The Referable Client Experience,' and the significance of client experience in business growth. Stacy shares strategies on how to create a referable client experience, including understanding hot zones, identifying referral moments, and maintaining a balance between work output and relationship building. They also delve into Stacy's growth strategies and her plans for future books. Tune in to gain valuable insights on building a strong referral-based business.00:35 Discussing the New Book01:38 Foundational Strategies for Referrals04:04 Client Experience and Relationship Building08:05 Mapping Client Experience for Referrals10:59 Practical Tips for Building Referrals19:20 Growth Strategies and Future PlansConnect with Stacey: https://staceybrownrandall.com/Grab her new book here: https://referableclientexperience.com/Podcast: https://staceybrownrandall.com/podcast/Connect with Raul: • Work with Raul: https://dogoodwork.io• Free Growth Resources: https://dogoodwork.io/resources• Connect with Raul on LinkedIn (DMs open): https://www.linkedin.com/in/dogoodwork/ 

In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, executive coach, and behavior strategist. Angela shares valuable insights that help financial advisors understand themselves and their clients better, ultimately leading to stronger relationships and improved performance. Whether you're looking to increase your self-awareness or boost your client impact, this episode is packed with actionable takeaways.What you'll learn in this episode:How emotional intelligence impacts leadership and team performance The difference between being busy and being effective Why understanding your own behavioral patterns can transform your business and life How to have hard conversations with empathy and clarity Strategies to stay grounded and aligned with your purpose Angela also shares practical tools you can use immediately and encourages advisors to explore how self-awareness can drive both personal growth and business success.Tune in to gain a deeper understanding of yourself and those around you—so you can lead with purpose, connect authentically, and grow intentionally.---Check out Angela's book, Win-Win Workplace HERE!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.

Dimple Shah is Executive Vice President and Head of Strategy and Client Experience at Osaic. We sat down with Dimple at Future Proof Festival to discuss how the generational wealth transfer is creating a unique opportunity for advisors looking to grow their practices.

Want to create your most powerful marketing content? In today's episode, I'm telling you how! We're diving into my top strategies for turning every single client experience into your NEXT client. On Quianna Marie Weekly, we're chatting about business growing pains, finding genuine connections, and celebrating wins of all sizes through the lens of a photographer at heart. Sprinkled throughout stories and interviews with past clients, photographers and other business owners this podcast is designed to help you step into your purpose and to truly create a life you're proud of, a life worth photographing and sharing.Today's episode is brought to you by The Green House, my resource garden for photographers! Let me help you AMPLIFY your heart online and in real life to turn bridesmaids into future brides through templates, workshops, and freebies!Review The Show Notes:The Mindset Shift (4:48)Recording Testimonials And BTS (10:14)Multiply Your Marketing Magic (25:16)Mentioned In This Episode:Easy B-Roll Ideas For Business Owners: quiannamarie.com/brollThe Green House Resource Garden: quiannamarie.com/shopQuianna's Favorite Contracts: quiannamarie.com/contractsConnect with Quianna:Website: quiannamarie.comInstagram: instagram.com/quiannamarie Hosted on Acast. See acast.com/privacy for more information.

Kelly Bullock was the very first Systems in Session client — before the offer even had a name. In this episode, we dive into how she turned her high-touch, luxury photography experience into an organized HoneyBook system that doesn't feel impersonal.As a full-time CRNA, mom of three, and family photographer, Kelly shares how systems helped her balance it all, delegate confidently, and reclaim time for both her clients and her life. We also talk about what luxury really means—and why it's more about care and consistency than cost or extras.If you've ever wondered how to automate without losing the personal touch, this one's for you.What You'll Hear:00:00 How Systems in Session started with a podcast idea03:10 How Kelly was using Honeybook before CRM Blueprint and Systems in Session06:30 Balancing two careers and a high-touch experience10:13 How we built automations that still feel human17:00 Why we redid her automations right after building them20:30 Should you hire before or after you build your systems?24:00 Redefining what “luxury” really means28:20 How systems gave her time back for life and familyMentioned in This Episode:→ Systems in Session — 2 spots left to lock in 2025 rates→ Connect with Kelly - kellybullockphotography.com/mentoring→ Root to Rise Mastermind with Sabrina Gebhardt

In this episode of the “Go Beyond Fundraising” podcast, we talk with Alyssa Boger, Executive Vice President of Client Experience, and Jennifer Lomax, Senior Executive Director of Direct Response at City of Hope, one of the largest and most advanced cancer research and treatment organizations in the U.S., to break down how annual giving can create scale, connect patient experiences with philanthropy, and help establish the foundation for sustainable growth. They discuss how hospital annual funds are more than just a line item – they're the engine that can fuel donor pipelines, nurture lifelong relationships, and drive transformational giving. From data-driven KPIs to stewardship strategies that honor every gift, discover why investing in annual funds isn't just good practice – it's essential for long-term mission impact.

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!Feeling pulled in too many directions? In this quick Efficient Friday episode, Libby breaks down Warren Buffett's famous two-list strategy for focus and productivity. You'll learn how to identify your top five life and business goals—and why saying “no” to everything else might be the most powerful move you can make.

In this episode of The Weekly Wealth Podcast, Certified Financial Planner ™ David Chudyk sits down with referral expert and author Stacey Brown Randall to uncover the secrets behind a truly referable client experience.Stacey explains why great service isn't enough, how to turn everyday clients into raving referral sources, and why asking for referrals can actually hurt your business. Whether you're a financial advisor, business owner, or sales professional, this conversation will help you re-engineer your client experience so your business grows organically—without cold calls, gimmicks, or awkward scripts.

In this powerful episode of Rethink Real Estate, host Ben Brady, CEO of Harcourts Auctions, sits down with Erica Jevons Sizemore, founder of Sizemore Residential in Raleigh, North Carolina — a top-producing agent who's redefining what real estate leverage really means. Consistently ranking among the top 20 Keller Williams agents in the Carolinas, Erica's business model proves that doing more doesn't have to mean doing less for clients.From her early career in finance and marketing to leading one of the most efficient boutique operations in the Triangle area, Erica shares how she's scaled her business through relationships and strategic leverage, not massive teams or automation overload. She opens up about the systems that allow her to maintain personal touch at high volume, how she hires for alignment over experience, and why she believes being “too far from the transaction” is the greatest mistake top agents can make.Together, Ben and Erica unpack the evolution of the Raleigh real estate market — from its post-pandemic surge to its new plateau — and explore what true operational scalability looks like when your reputation is your brand. Erica also offers a candid look into mentorship, team culture, and why she's betting that authentic service will always outlast shortcut models and recruiting pyramids.Whether you're a solo agent struggling with growth or a team leader wondering how to scale without losing your identity, this conversation will challenge how you think about leverage, client relationships, and sustainable business.Timestamps & Key Topics:[00:00:00] – Introducing Erica Sizemore and the Raleigh Market[00:02:00] – From Finance & Marketing to Full-Time Real Estate[00:05:45] – The Power of Relationships and Long-Term Leverage[00:09:20] – How to Scale Without Sacrificing Service[00:12:30] – Hiring Smart: Why Personality Beats Experience[00:16:00] – Balancing Profitability and Performance[00:20:10] – Why Erica Doesn't Believe in “Buyer's Agents”[00:24:00] – Mentorship, Retention, and the Fear of Losing People[00:27:40] – Industry Insights: Compass, Anywhere, and AI in Real Estate[00:31:00] – Homeownership's Next Era and Generational Shifts[00:34:00] – The Future of Real Estate Leverage

In this episode of The Rainmaking Podcast, Scott Love welcomes back Stacey Brown Randall, author of The Referable Client Experience: A Proven Method to Generate Referrals Without Asking. Stacey shares her science-based framework for creating client experiences that naturally generate referrals—without the awkwardness of asking. She explains that client experience is not just about doing great work; it's about how clients feel when working with you. Professionals who intentionally design their client journey to include both excellent results and meaningful relationship-building touchpoints create the emotional connection that makes them truly referable. Stacey outlines her three-stage model—New, Active, and Alumni—and shows how to tailor communication and touchpoints at each phase to build trust and loyalty. She also discusses “referral hot zones,” those key moments when clients are most likely to refer, and how to identify and leverage them strategically. By focusing on both client emotions and relationship touchpoints, professionals can bridge the gap between being referable and receiving consistent, high-quality referrals. Visit: https://therainmakingpodcast.com/ YouTube: https://youtu.be/lWTNQlQ3RMA ----------------------------------------

Happy Woo Wednesdays! Carissa Woo Here!In this episode of Get a Heck Yes, I sit down with Jake Wysocki, founder of IntentionCraft, to talk about how to deliver a world-class client experience that turns happy clients into raving superfans.Jake shares practical ways to infuse intention into every touchpoint—from first inquiry to final delivery—and why going the extra mile isn't just about service, it's about strategy. We dig into: How to build trust and wow clients without burning out The mindset shift from “serving clients” to “crafting experiences” Why your workflow is part of your marketing Real-life examples from creative businesses doing it rightIf you've ever wondered how to make your clients feel something deeper and keep coming back for more, this episode will light you up.

Whether you're a Swiftie or not, Taylor Swift's influence on global spending and the marketing strategies behind her success are impossible to ignore. In this episode, Deirdre Booth and I explore how AEC firms can draw inspiration from Taylor Swift's innovative marketing tactics to create their own opportunities for growth.

Your client experience doesn't end with a beautiful gallery — it begins the moment someone lands on your website.In this episode, Chelsea walks you through how to audit your client experience from start to finish: from that first inquiry email to gallery delivery and everything in between. You'll learn how to spot friction points, simplify your systems, and create an experience your clients can't stop raving about.Because even if your images are incredible, if the process feels confusing or stressful… they might not come back.We're talking:✨ Why experience matters as much as the final gallery✨ Signs your process might be overcomplicating things✨ A step-by-step “client experience audit” you can do this week✨ How to make your business feel more effortless for both you and your clientsIf you're ready to refine your workflow, elevate your brand, and build long-term loyalty — this one's for you.

In this inspiring episode, Christina Lecuyer dives deep into what it really means to play big—and why so many of us settle for playing small. She opens up about her own journey of stepping out of comfort zones, confronting fear, and choosing growth over safety.Christina breaks down the subtle ways we self-sabotage by staying “comfortable,” and reveals how to reconnect with your inner voice—the one that knows you're meant for more. Through honest stories, empowering insights, and actionable takeaways, she'll challenge you to redefine what “playing big” looks like in your own life.If you've been feeling stuck, craving more purpose, or afraid to take the leap—you need this episode. It's your reminder that playing big isn't about being fearless—it's about being brave enough to listen to that quiet voice inside and go for it anyway. 

The truth is, pricing in the wedding industry isn't just about numbers. It's about how you position yourself, how you present your work, and how confidently you communicate your value.In this episode, we're breaking down the concept of perceived value through the lens of the diamond industry and what it can teach you about pricing your own services. Just like diamonds are graded by their cut, clarity, color, and carat, your brand has its own version of the “Four Cs” that determine how clients see your worth.If you've ever struggled to raise your prices, felt frustrated that others in your market charge more for the same work, or wondered what it actually takes to become the “luxury” choice, this conversation is for you.You'll walk away with a renewed perspective on how luxury brands build trust, why curation matters more than comparison, and what small shifts can completely change how clients perceive your business.Your work is already valuable. It's time the world sees it that way too.Doors to the Luxury Mastermind are now open. This is your opportunity to step into the next level of your business with strategy, clarity, and community that will support your growth every step of the way.

I'm super excited to share that my new book, The Referable Client Experience, is officially live! Join me as I celebrate this milestone and dive into who this book is for, why I wrote it, and how it can transform your business. Plus, I've got some fantastic bonuses to share. Don't miss out, because they're only for a limited time! Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/384

As the year winds down, it's the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new year. In this episode, Libby shares how to craft a meaningful New Year's letter that not only reminds clients of your value but also builds excitement for what's ahead. Whether you've been sending these letters for years or you're starting fresh, this episode breaks down the “why” and “how” behind a powerful communication piece that can elevate your client experience.In this episode, you'll learn:Why a New Year's letter is a low-effort, high-impact addition to your client service modelHow to recap your value and highlight the behind-the-scenes work clients don't seeWhat to include to set expectations and generate excitement for the year aheadTips for choosing the right delivery method—snail mail, email, or video—to match your client baseHow to use this exercise to improve your impact score and follow through on your client service commitmentsWrapping up, Libby reminds advisors that a New Year's letter isn't just a nice touch—it's a strategic move that builds trust, reinforces your role as a proactive partner, and ensures your clients start the year feeling confident and cared for. Tune in to learn how to make this simple tool a powerful piece of your client experience system.---Listen to Episode 249 HERE!Check out the 37-Point Checklist HERE!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.

The Referable Client Experience with Stacey Brown Randall Hosts Brad Wright and Kevin Williams are joined by Author and Business owner Stacey Brown Randall. Stacey teaches small business owners, solopreneurs and sales professionals how to generate referrals without asking, without manipulation or feeling inauthentic. She's the author of Generating Business Referrals Without Asking, and now a second book, The Referable Client Experience, hosts the Roadmap To Referrals podcast– and has been featured on Fox Business, Forbes and in Investor's Business Daily. Her online programs, Your Next Five Referrals, and Building a Referrable Business, among others, have turned beginners into Referral Ninja Masters… and we're going to find out how… They discuss:  Beginning with failure and the “a-ha” moment  Why consistent referrals are not happening despite doing excellent work  The science-based approach to referrals  Why wording matters Stacey Brown Randall: Website: https://staceybrownrandall.com/ LinkedIn: https://www.linkedin.com/in/staceybrandall/ Buy the book: https://www.amazon.com/Referable-Client-Experience-Generate- Referrals/dp/1774585936

How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks down how multi-advisor teams can create a unified client experience that feels consistent across the firm while still giving each advisor room to shine.You'll learn how to define your firm's baseline client experience, standardize key service elements, and design flexible systems that empower every advisor to deliver with confidence. From centralizing prep and decentralizing delivery to codifying your sales process and building G1-to-G2 playbooks, this episode is packed with practical steps to help your team work smarter, not harder. 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! 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.

Want to connect with Aislinn? Follow her on Instagram https://www.instagram.com/aislinneileencoaching/SummaryIn this engaging conversation, Christa and Aislinn McKenna explore the journey of transitioning to full service photography, the importance of mindset coaching, and the value of investing in mentorship. Aislinn shares her personal experiences and insights on creating unique client experiences, overcoming fears in pricing, and the significance of self-investment in achieving business success. The discussion emphasizes the transformative power of mindset and the necessity of stepping out of comfort zones to reach new heights in the photography industry.TakeawaysAislinn McKenna emphasizes the importance of mindset in business success.Investing in coaching can lead to significant revenue growth.Creating unique client experiences can differentiate your photography business.Premium pricing attracts premium clients who value the experience.Failure is a part of the journey and can lead to freedom.Self-investment is crucial for personal and professional growth.Mindset shifts are necessary for photographers to elevate their business.Building relationships with clients enhances the overall experience.It's important to trust yourself and your capabilities.You can fast track your success by learning from experienced mentors.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!

In this episode, Christina Lecuyer breaks down the fine line between confidence and cockiness—and why understanding the difference can transform your success. Through honest stories from her own journey, Christina opens up about what true confidence really looks like and how women can learn to advocate for themselves without apology.She dives into the fears many of us carry about being “too much” or “too confident,” and why integrity and self-trust are the ultimate antidotes to insecurity. If you've ever held yourself back because you didn't want to seem arrogant—or struggled to own your worth—this episode will help you step fully into your power with authenticity and grace. 

Every photographer and filmmaker hits that moment when they realize something has to change. The work is there, the passion is there, but the business side feels heavy. The pricing conversations, the boundaries, the burnout, the self-doubt. You start to wonder if you are really capable of building the kind of brand that commands respect, trust, and luxury-level bookings.In this episode, we sat down with Taylor, a talented creative who made the bold decision to reinvent her business from the inside out. From raising her prices with confidence to navigating the leap into the luxury market, she shares what it truly takes to grow beyond comfort and into clarity.The truth is, your next level is not waiting on a viral post, a new camera, or a perfect moment. It is waiting on your decision to finally step forward.You are capable of building a brand that attracts high-end clients, of creating work that feels both meaningful and profitable, and of running a business that supports your life, not the other way around.Doors to the Luxury Mastermind are now open. This is your opportunity to step into the next level of your business with strategy, clarity, and community that will support your growth every step of the way.

Join me for a fun chat with Jesse Finkelstein, my publisher at Page Two Publishing. We discuss what publishers really look for in authors and why hybrid publishing has been an excellent fit for me. Whether you're aspiring to write your own book or are simply curious about the publishing process, we have valuable insights to share. Plus, I give you the inside scoop on my upcoming book, The Referable Client Experience, and some awesome bonuses for those who grab a copy early! Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/383

Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral finance as something that happens after onboarding, Joshua takes us deeper—into the psychology, neuromarketing, and “pre-suasion” that sets the stage for meaningful connections from the very first impression.

Jaime Morocco is not just a client of mine, she has made millions of dollars in the fitness industry and has served thousands of clients in the past decade in her Luxury Body Transformation Program, Dream Body: Dream Life and has had a whopping 90% client retention rate - which is unheard of in the fitness industry. WHY? CLIENT Experience. After being in the industry for so long, she saw a gap in the marketplace and decided to create a 2nd company: Loyal By Design. How to enhance client experience, increase retention, and make  more money than ever WITHOUT chasing new clients. Jaime has incredible insight and on this episode, we share: How to go above and beyond for client experience Common mistakes people are making in their business that dilute the customer experience What you need to be doing instead Keeping your ego at the door and operating like a business How to maximize on the easiest sales you can make  FOLLOW Jaime's new page below: https://www.instagram.com/loyal_bydesign   Jaime is part of my What A Time To Be Alive Mastermind - Click here for details so we can blow up your buisness As always, your support is everything. Rate the podcast, post it on your stories and tag me @madelinekossin and @loyal_bydesign       

Your design work might be stunning—but what truly sets you apart in a competitive market is the experience you deliver. In this episode of Design Business Freedom, you'll dive into the client journey from start to finish. Melissa walks you through how to turn your design process into an elevated, polished experience that builds trust, eliminates confusion, and leaves your clients raving (and referring). From the initial inquiry to the final reveal and beyond, you'll discover how every single touchpoint can be an opportunity to wow your clients. Learn how to map your process into a journey that reflects your brand, enhances your value, and runs like a well-oiled (and joyful!) machine. If your current client experience isn't as polished as your portfolio, this episode is a game-changer. IN THIS EPISODE, YOU WILL HEAR: (01:05) Why clients hire you for more than just beautiful design—and what really separates you in the market (05:48) How to confidently introduce your feasibility package or style and comfort assessment (12:33) The importance of presenting your proposal live (or via Loom) to avoid the “telephone game” with couples (17:35) What to include in your onboarding expectations document to reduce project interference (26:14) Why presenting just one confident design scheme is your best move—and how to back it up with expert education (34:57) How systems (and support) make procurement smooth and profitable, not stressful (39:08) The final step that too many designers skip—client debriefs and staying connected post-project SUPPORTING RESOURCES: Join Melissa at High Point Market: Saturday, October 25 at 10 a.m. — Universal Furniture: Five Secrets to Scaling Without Sacrifice Sunday, October 26 at 12 p.m. — Antiques & Design Center, Suites at Market Square: Outsource to Escape the Overwhelm When you're ready to step into a bigger vision in your design business and create exceptional results and celebrations, book-a-call to explore how coaching can take you there faster, with a solid plan, proven process, and smart strategies.

This week, we're cozying up for some real talk with Sarah Faustine, founder of Boise Beauty Connection — a platform all about celebrating the pros who deliver unforgettable client experiences.We dive into what truly sets a beauty business apart (hint: it's more than your menu), how to bridge the gap between the professional and the client perspective, and why connection, trust, and reputation matter more than ever in today's industry.It's part girl talk, part growth talk — the kind of conversation that reminds you why you started, inspires you to show up with intention in every client interaction and reminds you why every detail matters.✨ Topics we cover:• What makes an exceptional client experience truly feel different• The role of energy, communication & reputation in beauty• Finding your brand's heartbeat and showing up authentically• Why local community and connection matter more than competitionTune in, pour yourself a matcha or iced coffee, and join us for a conversation that feels like sitting in your best friend's living room — full of warmth, honesty, and inspiration for every beauty pro.

Learn how to Master Client Retention with Predictive Analytics Instead of Guesswork Things about client retention that most entrepreneurs get wrong: they're flying blind until it's too late. In this game-changing episode, I sit down with our Director of Community, Walker Renfrow, to pull back the curtain on the client retention strategies we've developed through real-world testing, data analysis, and relentless innovation. We're not talking about the same tired advice you'll find everywhere else—this is about moving from reactive churn management to predictive retention analytics that tell you there's a problem before your clients even know they're unhappy. If you're selling into a leaky bucket and wondering why your MRR isn't growing the way it should, this conversation is going to change everything. Walker Renfrow is one of those rare talents who wears many hats and excels at all of them. As our Director of Community at Predictable Profits, Walker has become a catalyst for growth—constantly innovating, solving problems in unique ways, and creating client experiences that don't just retain customers, they turn them into raving fans. With his background in entrepreneurship and experience across manufacturing, construction, and business coaching, Walker brings a creative, data-driven approach to retention that you won't find in any textbook. He's an artist in both his personal life as a singer and in his professional world, looking at challenges from angles most people never consider. KEY TAKEAWAYS: Selling into a leaky bucket caps your MRR—retention is just as critical as sales for growth. NPS surveys alone won't cut it—low response rates and shallow data won't move the retention needle. Your team can't give accurate client health assessments—their incentives are misaligned to paint rosy pictures. Quarterly interviews by a third party (not the account manager) get you the honest feedback that drives real change. Relationships + Results = Retention—most businesses focus only on results and ignore relationships entirely. Use red/yellow/green client scoring: 75% green, 20% yellow, 5% red—zero red means you're lying to yourself. Track behavioral metrics (attendance, implementation, engagement) to predict churn before it happens—not after. Community is your AI-age defensibility—authentic human connections become irreplaceable as everything else gets commoditized.   Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites:  www.PredictableProfits.com www.predictableprofits.com/community https://start.predictableprofits.com/community

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

Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions that align with your goals instead of your guilt.In this episode, you'll learn:Why advisors are great at financial math but often fail at “calendar math”How to pause before saying yes and evaluate what you'll need to subtractPractical ways to politely decline opportunities while maintaining relationshipsHow to set boundaries that protect your time, energy, and family commitmentsWhy honoring your limits isn't selfish—it's an act of stewardshipAt the end of the day, your best “yeses” are the ones that align with your priorities. This episode is a refreshing reminder that saying “no” more often can actually be the most empowering step toward a business and life you love.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.

Laura Johns attended ScaleCon 2025 in New Orleans, and it did not disappoint. Between the energy of the city and the insights from MSP sales and marketing leaders, she came away with five practical takeaways that every MSP can learn from. In this episode, Laura shares what stood out most from the event and how MSPs can apply these lessons to strengthen their marketing, improve client relationships, and grow with purpose. You'll hear about: Why local search still matters most The importance of building and nurturing your own list How to align your message with each stage of the buyer's journey Why focusing on client experience leads to growth How consistent, layered strategies outperform one-time tactics If you're an MSP owner, marketer, or sales leader, these insights will help you focus on what really drives lasting growth.

Recently, the legal technology company Case Status held its inaugural Client Experience Summit in Charleston, S.C., a conference devoted to exploring how AI, data and ethical practices can enable law firms to deliver a better experience for their clients.In an opening keynote at the conference, Andy Seavers, the cofounder and CEO of Case Status, unveiled several new products, including, most notably, Client Intelligence, an AI-driven platform that the company says represents a significant shift for law firms from reactive client management to predictive client engagement. Shortly after Seavers delivered that keynote, LawNext host Bob Ambrogi, who attended the conference, sat down with him for this interview to learn more about the company and its latest announcements. When Case Status first launched, it was often described as the Dominos pizza tracker for law, insofar as it enabled clients to easily keep track of the status of their case. As you'll hear from Seavers in today's interview, it has expanded significantly since then, into a full client experience and client intelligence platform. Also in today's interview, Seavers discusses his just-published a book, Future Firm, Fossil Firm, in which he lays out a blueprint for how law firms can evolve. He discusses his vision of a “future firm,” and why he believes that leadership posture, operational systems, and client experience are now the defining factors of firm success.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out.   Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Eve, taking care of the tasks that slow you down so you can operate at your highest potential   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

In this episode, Christina opens up about what she's been seeing in her recent client sessions — and it all comes back to authenticity. She dives into how staying true to who you are isn't just a personal value, it's a business strategy.Christina shares how divine guidance shapes her approach to coaching and why clarity is the cornerstone of success. She breaks down what it really means to attract aligned clients and why it's not only okay — but essential — to accept that not everyone is meant to be your person.If you've ever struggled with people-pleasing, second-guessing your path, or trying to fit into someone else's version of success, this episode is your reminder: you get to choose authenticity, every single day.

In this episode of the Coffey and Code podcast, host Ashley Coffey sits down with Joseph Kirk, a seasoned real estate agent and strategist from Lake Sotheby's International Realty. Joseph shares his insights on the importance of aligning technology with business vision, the role of process in achieving efficiency, and how client experience serves as his North Star. Tune in to discover how Joseph leverages technology to enhance client relationships and streamline operations, and learn why he believes in the power of a strong network and the simplicity of going from zero to one. Whether you're in real estate or any other industry, Joseph's approach to innovation and client service offers valuable lessons for all.Connect with Joseph Kirk on Linkedin EPISODE CREDITS:Produced and edited by Ashley Coffey. Cover art designed by Ashley Coffey.Headshot by Brandlink MediaIntroduction music composed and produced by Ashley Coffey LINKSFollow Coffey & Code on Instagram, Facebook, Linkedin, and YouTube for the latest emerging tech updates! Subscribe to the Coffey & Code Podcast wherever you get your podcasts to be notified when new episodes go live. © 2025 Coffey & Code Podcast. All rights reserved. The content of this podcast, including but not limited to text, graphics, audio, and images, is the property of Ashley Coffey and may not be reproduced, redistributed, or used in any manner without the express written consent of the owner. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As financial advisors, we're always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while your newest clients experience your polished onboarding process, your long-term clients may still be operating under the “old rules.” That's where re-onboarding comes in. In this episode, we dive into how to reintroduce your long-standing clients to your current practice in a way that feels natural, client-centered, and value-driven.What you'll learn in this episode:Why re-onboarding is essential to keeping long-term clients aligned with your evolving practiceHow to introduce re-onboarding without it feeling awkward or forcedPractical strategies for resetting expectations, updating processes, and reinforcing valueWays to tie re-onboarding to housekeeping tasks that strengthen client relationshipsHow re-onboarding can open the door to referrals and reinforce your positioning as an advisorRe-onboarding doesn't need to be complicated—it's a simple but powerful tool for reinforcing your value, realigning client expectations, and making sure everyone experiences the best version of your practice today. Tune in and discover how to use re-onboarding as a lever for growth and stronger client relationships.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.

Looking to make your client experience stand out this holiday season?

Your jobsite sits inside someone else's daily life—treat the neighbors like stakeholders or they'll turn into adversaries. Tyler breaks down parking, noise, intros, and real-world fixes (including a septic test-pit fiasco) so the job finishes strong and the street still waves when you drive off. Show Notes:00:04 Why this matters beyond the client 00:36 Fence down, new neighbor, new stakes 00:39 First impressions: pregnant neighbor & empathy 01:14 If neighbors had a bad time, you didn't win 01:31 Control noise, disruption, and expectations 01:35 Neighbors: allies vs. adversaries 02:07 Return client context & scope 04:40 Parking, habits, and daily routines 07:23 Bringing the dog over (reading the room) 15:28 “You don't own the road”—but you own the impact 17:28 Owning it: apology, phone number, solutions 22:37 Septic test-pit fiasco & fallout   Video Version:  https://youtu.be/uvtgv-WybYw   Partners:  Andersen Windows Buildertrend Harnish Workwear  Use code H1025 and get 10% off their H-label gear   The Modern Craftsman: linktr.ee/moderncraftsmanpodcast Find Our Hosts:  Nick Schiffer  Tyler Grace  Podcast Produced By: Motif Media

In this episode, Christina opens up about the fresh energy she's bringing into her life and business. She reflects on the power of true human connection, the value of networking, and the wisdom she's gained from influential people along the way. Christina challenges listeners to lean into discomfort, trust their intuition, and say yes to opportunities—even when it feels scary. With heartfelt stories and powerful takeaways, she reminds us how fleeting life can be, and why it's so important to step up, embrace change, and take ownership of the journey ahead. 

Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe sits down with Adam Chapman to explore a unique and refreshingly easy process for generating more introductions. Instead of adding friction or pressure, Adam shares how he flips the script and creates an experience that builds trust, strengthens relationships, and makes referring feel natural. Here's what you'll learn in this episode:A powerful mindset shift that removes pressure when asking for introductionsHow involving new clients in the thank-you process deepens connectionsWhy small, thoughtful touches (like handwritten cards and gift cards) amplify trustThe psychology behind why this approach works better than traditional referral asksHow to avoid over-engineering the process and keep it authentic and simpleBy the end of this conversation, you'll see how a small change in your approach can lead to big results in building trust and getting consistent referrals. This episode is packed with ideas you can apply right away to make your client experience stand out.Grab Adam's Script HERE!Grab the cards Adam uses HERE!Want to see this on YouTube? You can do that HERE!Adam's Links:LinkedInTwitter(X)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.

If your business feels stagnant or if you know you're ready to deepen the way you serve your clients... this episode is for you. Krystal shares the story of how Human Design transformed not just her business, but the results her clients were able to achieve. What started as a personal experiment quickly became the foundation of her entire body of work, and in this episode, she shows you exactly how you can start weaving Human Design into your work today, no certification required. Whether you're a coach, healer, consultant, or creative entrepreneur, you'll walk away with practical, actionable ways to: Revamp your onboarding process to see clients more clearly from day one Tailor your sales conversations and communication style to their type and authority Turn Human Design insights into structure, support, and customization inside your containers and courses Plus, Krystal shares why personalized, deeply human experiences are the new non-negotiable in a world flooded with AI and cookie-cutter strategies, and how understanding your clients' design gives you a competitive edge no algorithm can replicate. Key Takeaways How Krystal discovered Human Design and immediately began applying it with clients, even before she felt “ready.” Why knowing a client's type, authority, and centers radically shortens the time it takes to build trust and create results. Real-world examples of how different designs respond to coaching, structure, accountability, and decision-making. How to customize your onboarding, communication, and curriculum so clients feel deeply seen and supported. Why personalization is the future of coaching, healing, and transformation work, and how Human Design is the key. Timestamps 0:00 – Fall updates, pregnancy reflections, and Manifestor urges 4:30 – How Krystal discovered Human Design and started using it with clients 8:45 – Why the Undefined Heart Center changed how she coaches motivation 12:20 – Tailoring the client experience through design 15:10 – The vision behind Embodied by Design® 20:27 – Action Step #1: Rethink your onboarding 24:24 – Action Step #2: Upgrade your communication style 28:29 – Action Step #3: Turn insights into structure 31:55 – Moving beyond information: applying Human Design in real client work 35:00 – The power of personalization in the age of AI Free Resource Grab your free copy of The Human Design Advantage: A Practical Guide to Elevating Your Client Experience & Results: available exclusively when you join the waitlist for Embodied by Design®, my signature Human Design certification program. Join the EBD Waitlist + Get the Guide Stay Connected Instagram – @krystalewoods Youtube – Watch here Get on the waitlist – Join EBD here

In this episode, Libby shares why setting clear boundaries with clients isn't just about protecting your personal time—it's about elevating your professionalism and creating a business that lasts.

Client experience is more than good service. In this episode of the PSM Show, Damion Morris and Deirdre Booth talk with Tim Amos, CPSM and Head of Growth at Client Savvy, about how AEC firms can design and manage client experiences that create measurable business results. Tim shares his journey from in-house marketing to leading CX strategy and explains why repeat business does not always equal loyalty. He introduces practical ways to measure client sentiment, including Net Promoter Score and share of spend, and describes how firms can use feedback to inform go/no-go decisions, increase profitability, and strengthen retention. For marketers, this conversation shows how CX can open the door to leadership. Small wins such as mapping the proposal process or implementing a client feedback program can build momentum and demonstrate the connection between marketing strategy and firm performance. The discussion also highlights findings from the SMPS Foundation's research on CX in the AEC industry. Listeners will gain a clear view of how intentional client experience shapes reputation, growth, and long-term success.

  On this week's episode of The Heart & Hustle Podcast, we're sitting down with Noelle — powerhouse bridal beauty entrepreneur, content creator, and co-owner of a thriving St. Louis makeup studio. From a viral TikTok video to leading a 12-person team, Noelle opens up about what it really takes to build a business that's rooted in compassion, client experience, and a whole lot of hustle. We dive into why “pretty makeup” is never enough without making your client feel seen, how she balances artistry with service on the most important day of someone's life, and the little details that transform a transaction into a relationship that lasts long beyond the wedding day. Whether you're a photographer, florist, or makeup artist, this episode will have you rethinking how you serve your clients, protect your passion, and show up with heart in your business journey.  --------------------------------- Burnout Freebie: https://theheartuniversity.com/burnout --------------------------------- Website Templates: www.theheartuniversity.com/website-templates --------------------------------- Check Out Our Course Library: https://theheartuniversity.com/courses --------------------------------- Stay Updated with Noelle: - Instagram - https://www.instagram.com/noelleglammua/ - TikTok - https://www.tiktok.com/@noelleglammua - Links - https://theartisteditstl.com/noelle-links --------------------------------- Watch on YouTube: https://youtube.com/@theheartuniversitychannel?si=33lzxpBA9UxKlgTE --------------------------------- If you want to connect with us and other listeners in the Heart and Hustle community join our Facebook group here. --------------------------------- “PODCAST10” for 10% off anything from The Shop! www.theheartuniversity.com/shop --------------------------------- Follow along: www.instagram.com/mrslindseyroman www.instagram.com/evierupp www.instagram.com/theheartuniversity    

In this episode of Decide It's Your Turn, Christina Lecuyer dives into why waiting for “perfect” keeps you stuck—and how embracing imperfection can actually move you forward faster. She challenges the victim mentality, showing how taking radical responsibility shifts you from feeling powerless to empowered. Christina shares personal stories and practical mindset shifts to help you spot the excuses holding you back, reprogram your thoughts, and start creating real opportunities in your life. If you've ever felt like your background, circumstances, or lack of privilege are keeping you from your goals, this episode will help you see what's truly possible when you decide to take ownership of your future.

In this episode, I'm diving into four simple automations that will completely transform your client experience and free up your time. I know one of the biggest fears photographers have is losing that personal touch when they automate — but I promise, these systems will actually help you connect with your clients even more.Here's what you'll hear about in today's episode: • The must-have booking confirmation email that reassures your clients instantly • How to stop chasing payments and let automated reminders do the work • Session reminder emails and texts that keep clients excited (and on time!) • The perfect time to ask for testimonials so you get more glowing reviewsPress play now so you can start streamlining your workflows and giving every client a top-tier experience — without adding more to your to-do list.I'm giving you 3 Free Ways to Get Photography Leads This Week in this free guide. Download here.