Podcasts about client experience

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.

Struggling to keep your health and wellness clients engaged after they sign on? You're not alone! Many coaches and consultants find themselves second, guessing their onboarding process and feeling lost when it comes to building lasting client loyalty. In this episode, Suzy Wraines uncovers how a clear, thoughtful client experience can be your secret weapon for business growth. Learn why small, personal touches make a big difference, turning your clients into loyal fans and automatic referrers. With real-life insights from hosting her very first Alaska retreat, Suzy shares practical steps for seamless onboarding, powerful offboarding, and how to stand out with a client experience that's as unique as you are. If you want your clients to rave about working with you, and bring friends along, this episode is for you!Starting a Business Simplified Websitehttps://www.startingabusinesssimplified.com/Episode #132 Contents:(00:00) “Starting Your Wellness Business Journey”(00:30) “Starting Your Wellness Business Journey”(03:01) Pre-Retreat Connection via Video Calls(05:52) Unique Client Experience Strategy(10:16) Client-Centric Coaching Systems Get full access to Starting a Business Simplified at startingabusinesssimplified.substack.com/subscribe

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.

Want to connect with Lindy on social media? Follow her @lindyrebophotoSummaryIn this conversation, Lindy Rebro shares her journey as a full-service portrait photographer in Southeast Georgia. She discusses the challenges of restarting her business after a move, the impact of ADHD on her focus, and the importance of offering tangible products to clients. Lindy highlights her financial growth and the support she received from her community, emphasizing the value of perseverance and personal connection in her work.TakeawaysLindy Rebro is a full-service portrait photographer in Southeast Georgia.She restarted her photography business after moving cross-country.Lindy emphasizes the importance of differentiating herself in a saturated market.She faced challenges with ADHD, impacting her focus and business decisions.The shift to offering tangible products has significantly improved her client experience.Lindy's financial growth includes reaching a 10K month and aiming for six figures.Community support and guidance were crucial in her business journey.She believes in the value of education and continuous learning.Lindy's drive and competitive nature motivate her to push for success.She encourages others to embrace their struggles and keep moving forward.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!

Send us a textIn this episode of Getting Real with John Natale, John interviews Samantha Vallone Verwey about creating the best client experience and growing a massive business from it.From only a couple deals in 2020 during her first year in real estate, Samantha has already accumulated over $50M in sales individually without spending $1 on leads (other than a failed attempt John and Sam discuss).She's not only become a phenomonely real estate agent during the last five years, she's also had two young daughters as well and has continued to progress her career in real estate while enjoying the time with her family.It's a direct result from how well Samantha has curated the client experience for those that entrust her services. A great listen for real estate professionals looking to grow their business in a hugely profitable and sustainable way.If you'd like to learn more about John and his mission to redesign the real estate industry, click the link here: https://natalecoaching.com/You can also book a 1:1 Coaching Discovery Call with John.Connect with John on Socials:TikTokInstagramYouTube30 Day Free Trial of Seller Leads: MyPlus LeadsLooking for a great AI CRM? Check out ZappREInterested in joining Natale Realtors? Click Here

  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.

Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with Gabe, co-founder of Quin, to explore how an AI-powered assistant is transforming the way financial advisors handle everyday tasks. From CRM updates to inbox management, Quin is designed to feel like a true digital team member that lightens the workload and creates more space for meaningful client engagement.In this episode, you'll learn:How Quin differs from tools like ChatGPT and why it's tailored specifically for advisorsReal-world use cases of how Quin manages tasks like email, meeting prep, and CRM updatesWays advisors can integrate Quin into their practice alongside current staff for maximum efficiencyHow much time Quin can save per week and how that impacts profitability and client experienceWhat's next on the roadmap for Quin, including future integrations and smarter automationBy the end, you'll have a clear picture of how AI assistants like Quinn can give you back 15–20 hours each week, allowing you to focus on client relationships and scaling your practice. This isn't about replacing people—it's about removing the tasks no one enjoys and giving your team the freedom to work on what matters most.Learn more about Quin 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.

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.

 Ted speaks with Tyson Slater of New West Building Company. They discuss the intricacies of building luxury homes in Jackson Hole, the challenges posed by the local environment, and the importance of clear communication with clients. He shares insights on the evolution of his company, the impact of technology on construction, and the significance of setting expectations to ensure a smooth building process. Tyson emphasizes the need for trust and collaboration between builders and clients, highlighting the unique demands of high-end construction in mountain towns.TOPICS DISCUSSED01:05 Introduction and Background02:30 Life in Jackson and the Appeal of the Mountains06:15 New West Builders: Projects and Challenges08:45 Weather Challenges in Construction10:45 Client Expectations and Project Management13:40 Unique Client Requests and Building Innovations16:35 The Evolution of New West Builders20:50 Expanding into New Markets23:15 Maintaining Quality and Client Relationships26:25 Understanding Client Expectations29:40 The Importance of Planning in Construction31:15 Building Relationships with Trade Partners35:55 Evolving Client Demands in Construction37:55 Leveraging Technology in Construction41:45 Client Experience on Site46:15  Setting Expectations for a Smooth Process CONNECT WITH GUESTTyson SlaterWebsiteLinkedInInstagramKEY QUOTES FROM EPISODE"We are not everyone's builder.""The design is intentional."“Most of it will scare you.”

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Join the Imagen Community on Facebook to continue the discussions between episodes.In this episode of Workflows, Scott Wyden Kivowitz welcomes wedding photographer Miles Witt Boyer, who shares behind-the-scenes stories, his approach to building lasting relationships with clients and vendors, and practical tips for optimizing every stage of the photography workflow.Miles Witt Boyer is an international wedding and portrait photographer, educator, and founder of The Photographic Collective. Recognized for his cinematic storytelling and deep human connection, his work has spanned nearly 40 states and countries. A former professor, marketing consultant, and mentor, he is also a husband and father of two sons.You'll learn how Miles shifted from reactive to proactive service in wedding photography, the secret sauce behind his client prep, and how AI editing tools like Imagen allow him to focus on what matters most, artistic quality and meaningful moments. Not only does he reveal workflow wins, but he also gets honest about challenges like diversifying client leads and building resilient business strategies.“If we want to give our clientele a level of service that is much higher than what's expected, and then by doing that, want to be able to charge considerably more than what is average, that has to start early.” — Miles Witt BoyerResourcesIconic AI ProfilePic-TimeB&H's BILD ExpoWhy You Should ListenGain real-world strategies for improving your wedding photography workflow from a seasoned pro.Hear how top photographers are using AI tools like Imagen to save time and focus on creativity.Get tips on building trust with clients and collaborating with vendors for unforgettable wedding days.Learn honest approaches to overcoming business challenges in today's competitive photography market.Discover why a proactive workflow pays off, for your art, your clients, and your sanity.Don't miss this episode if you want to sharpen your photography workflow, spend more time behind the camera, and serve your clients better. Subscribe to Workflows wherever you listen and visit workflowspodcast.com for exclusive offers and more resources.(00:00) - 68 (00:25) - Experiences at BILD Expo (04:59) - Special Moments and Challenges (10:05) - Team Integration and Dinner Highlights (11:18) - Upcoming Topics and Workflow Discussion (11:53) - Pre-Production Workflow Enhancements (14:52) - Client and Vendor Collaboration (23:35) - Impact of AI Editing on Workflow (24:47) - The Power of AI in Photography (25:29) - Evolution of Photography Tools (26:23) - Integrating AI with Traditional Editing (28:33) - Real-World Application: New York photowalk (31:22) - The Importance of Adapting to AI (42:29) - Diversifying Client Sources and Revenue Streams (47:38) - Final Thoughts and Advice for Photographers

In this episode, Christina shares her insights on entrepreneurship, emphasizing the importance of alignment between personal values and business goals. She discusses the challenges of being a business owner, the significance of strategy and mindset, and the reality of managing revenue and expenses. Christina encourages listeners to redefine success beyond mere financial metrics and to take actionable steps towards their goals, while also highlighting the unique advantages of being a business owner. 

Building strong client relationships isn't just about numbers—it's about truly knowing the people you serve. In this episode, I walk you through my Client Intel Process, a practical framework to help you capture, organize, and use personal details about your clients in a way that feels natural and meaningful. This process helps deepen connections, create memorable experiences, and ultimately strengthen trust.What you'll learn in this episode:The four parts of the Client Intel Process: what to gather, how to capture it, where to store it, and how to use itSimple strategies to capture information without making conversations feel awkward or like an interviewWhere and how to store client intel so it's easy to access and use effectivelyCreative ways to put intel into action through conversations, gifts, events, and surprise-and-delight momentsBy the end of this episode, you'll have the tools to start building a client intel system that allows you and your team to consistently create personalized, remarkable client experiences. Start small, keep it simple, and you'll be amazed at how quickly it transforms your client relationships.Grab the Client Intel Process PDF HERE!Grab the 30-Day Tiny Habits Challenge 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.

What if raising your prices didn't mean adding more stress to your plate? In this replay from Maddie Peschong's Take It Personally podcast, I'm sharing how proposals, automations, and smart systems can help you deliver a high-touch client experience that actually makes it easier to charge more.We talk about:Why proposals are the secret to booking faster (and with less friction)How automations can make your process feel more personal, not roboticThe biggest booking mistakes photographers make — and how to fix themHow systems uphold premium pricing without burning you outWant to go deeper? Grab the original Charge More, Stress Less webinar replay at coliejames.com/charge-more.Grab your free spot in Maddie's Booked Up and In-Demand Masterclass: September 23 at noon CST - learn the content system that fills your calendar with premium clientsAnd stay tuned — in the next episode, Maddie joins me here on Business-First Creatives to unpack the vicious cycle of visibility and how we can all create content marketing from a place of ease.

Full episodes available at www.peoplenottitles.comIn this episode of "The People Not Titles Podcast," host Steve Kaempf interviews Michael Anselmo, owner of Anselmo and Wojcik, a Chicagoland real estate law firm. Michael shares his journey to founding his own firm, emphasizing mentorship, team culture, client-centered service, and the importance of kindness in business.Podcast Introduction (00:00:00)Guest Introduction & Career Beginnings (00:00:17)Rebelling Against Expectations & Loan Officer Experience (00:01:41)Decision to Attend Law School (00:03:04)Choosing Washington University (WashU) for Law School (00:04:29)Entering Real Estate Law & Early Career (00:05:23)Mentorship and Family Dynamics in Business (00:07:54)Transition to a New Firm & Gaining Confidence (00:09:17)Leadership Roles and Team Building (00:13:06)High-Volume Real Estate Practice (00:14:09)Becoming an Entrepreneur & Founding His Own Firm (00:14:58)Personal Life: Meeting His Wife & Family Support (00:15:41)Launching the Firm & Team Continuity (00:18:27)Vision for Expansion & Partnership with Chris Boucek (00:19:54)Staying Present & Learning from Personal Experience (00:23:18)Managing Stress & Growth Mindset (00:26:52)Brand Values: Accessibility & Team Strength (00:27:48)Work-Life Balance & Community Involvement (00:30:04)Mentorship & Lifelong Learning (00:31:50)Industry Changes: NAR Settlement & Real Estate Trends (00:32:23)Vision for the Firm's Future & Growth (00:38:01)Company Culture & Client Experience (00:41:03)Closing Thoughts & Mentorship Offer (00:42:50)Podcast Outro (00:43:18)People, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues.Our Success Series covers principles of success to help your thrive!www.peoplenottitles.comIG - https://www.instagram.com/peoplenotti...FB - https://www.facebook.com/peoplenottitlesTwitter - https://twitter.com/sjkaempfSpotify - https://open.spotify.com/show/1uu5kTv...

In this episode, we dive into simple but powerful strategies to reduce stress and overwhelm in your advisory practice. Learn how to handle unexpected client requests without derailing your day by setting clear expectations and using a Model Week to protect your time.You'll also discover when it's okay to “punt” client questions to future meetings, how to avoid unnecessary urgency, and why most issues aren't true emergencies ⏳. Walk away with tools to create a calmer, more structured work environment while still delivering excellent client service.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!Grab your 3-Day Challenge Sheet 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.

What if the key to scaling your real estate business isn't selling more homes, but learning how to delegate smarter? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with Jamie Hallman, founder of Consider It Closed and a powerhouse in the world of transaction coordination. Jamie shares her fascinating journey from working as a registered dietitian to traveling the world on a mission trip, and ultimately discovering her passion and skillset were perfectly aligned with real estate coordination. She opens up about how her solutions-driven mindset, love for structure, and eye for detail led her to create one of Florida's top transaction coordination companies. Jamie explains why delegation is essential for agents at every stage—from those closing just a few deals a year to top producers juggling dozens. With powerful stories, she illustrates how TCs provide agents with peace of mind, client satisfaction, and compliance assurance, while also helping them navigate unexpected hurdles like insurance issues, squatter situations, or even the shocking death of a seller on closing day. If you're ready to level up your business and stop leaving growth on the table, share this episode with a fellow agent and start a conversation about the power of transaction coordination. Don't forget to subscribe to Real Estate Excellence for more insider stories and strategies from top performers.   Highlights: 00:00 – 06:39 Hitting Limits and Delegating • Why agents reach capacity • Benefits of handing off tasks • Assistants versus transaction coordinators • Early struggles in scaling • Marketing support roles 06:40 – 17:29 From Dietitian to Real Estate • Starting in healthcare • A life-changing mission trip • Husband's influence and guidance • Discovering transaction coordination • Fulfillment in problem solving 18:30 – 25:59 Onboarding Agents the Right Way • Structured intake process • Aligning with agent goals • Lessons from The Expectations Gap • Power of clear communication • Building trust and relationships 26:00 – 36:19 Solving Problems in Every Deal • Managing emotions in real estate • When transactions take unexpected turns • Handling squatters and disputes • Insurance pitfalls and delays • Creative solutions that work 36:20 - 53:59 Systems That Drive Success • What contract to close includes • Email and compliance management • Listing setup and MLS rules • Streamlined intake forms • Training and leading the team 54:00 – 01:18:47 Scaling a Business and Industry Impact • Growing from TC to business owner • Mentorship and collaboration benefits • Broker versus agent perspectives • Getting insurance handled early • The future of transaction coordination   Quotes: “You're only gonna get so far as you're willing to delegate and grow in this business.” – Jamie Hallman “There's always a solution—and I get to be the one to help make that solution happen.” – Jamie Hallman “Not everyone's a great fit for us. Our name is tied to their business too.” – Jamie Hallman “Every transaction is different, and that's why computers will never fully replace us.” – Jamie Hallman   To contact Jamie Hallman, 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 Jamie Hallman! Website: https://www.consideritclosedfl.com/ Instagram: https://www.instagram.com/consideritclosedfl/ Facebook: https://www.facebook.com/ConsiderItClosedFL/ LinkedIn: https://www.linkedin.com/in/jamie-hallman/   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #TransactionCoordinator #RealEstateSuccess #ConsiderateClose #ScalingYourBusiness #Delegation #RealEstateTips #PropertyDeals #AgentGrowth #BehindTheScenesRealEstate #RealEstateMindset #TCServices #FloridaRealEstate #AgentSupport #RealEstatePodcast #ClosingDeals #PropertyManagement #EntrepreneurMindset #RealtorTips #RealEstateCoaching

Let me make something clear: Referrals aren't BAD. Just don't rely on them as your ONLY source of leads. But a client is a client, and if people are sending them your way, you're not gonna say no! And the best way to bring in more referrals is to deliver a “6 Star Client Experience.” If you've ever been to a 5-star hotel, you know it's the little details that make it luxury: The chocolate on your pillow, the handwritten note, how your bags somehow appear in your room while you're checking in… There's no such thing as a 6-star hotel. It doesn't officially exist. Which is exactly why, as a freelancer, you should be aiming to create a 6-star experience SO smooth and thoughtful that your clients would feel stupid NOT referring you. This week's podcast episode is full of ways to create that 6-star client experience. Easy to implement - but 99% of freelancers will NEVER do it. I'm breaking down: What to do RIGHT after you take payment that instantly reverses any buyer's remorse The surprise and delight offboarding that triggers your client's “natural referral instinct” The post-project nurture system that turns one client into many For full show notes, visit https://6figurecreative.com/379

Christina sits down with guest Laura Benson to unpack what really happens when you sell a business, beyond the balance sheet. Together, they dive into the emotional highs and lows of letting go, the hidden challenges owners face, and what it takes to navigate such a life-changing transition with clarity and purpose.Laura shares how redefining success means looking past financial gain and finding fulfillment, connection, and legacy in the next chapter. From the toll business ownership takes, to the power of community, to the surprising journey of self-discovery that follows, this conversation is a must-listen for entrepreneurs and leaders at any stage.At its core, this episode is about more than money, it's about building a life of meaning, serving others, and leaving something that lasts.Follow Laura's journey on instagram 

In this conversation, Leo interviews Alex Smereczniak, the founder of Franzy, a platform designed to streamline the buying and selling of franchise businesses. Alex discusses the innovative use of AI in his business model, the importance of adapting to market demands, and the significance of building relationships in the industry. He emphasizes the emotional aspect of purchasing a business and shares insights on enhancing client experiences through thoughtful engagement and support. 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   —--------------------

In this episode of Remodelers on the Rise, Kyle chats with Audra Gossage, a remodeler who shares how her team builds trust with trade partners, prioritizes communication, and creates a client-first remodeling experience from start to finish. From clear process documentation to empowering clients with good design and honest pricing, you'll hear how Audra leads her business with both intention and care. If you want to run a business that clients love and trade partners rave about, this conversation is for you. ----- Want to keep in touch with past clients and prospects without the hassle of writing content yourself? That's exactly what Remodelers AutoPilot does — each month you get a done-for-you email newsletter and social media posts, ready to send. ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights! ----- Takeaways Remodeler's Autopilot helps maintain client relationships. Building trust with trade partners is essential for business success. Technology like Builder Trend can streamline operations. Job costing is crucial for understanding project profitability. Separating client deposits from operating funds is vital. Hiring the right team members is key to business growth. Using DISC profiling can improve hiring decisions. Transparency in pricing builds trust with clients. A focus on client experience can set a business apart. Effective communication reduces client inquiries and enhances satisfaction. ----- Chapters 00:00 Introduction and Background 03:43 Audra's Journey into Remodeling 08:26 The Evolution of LTD Builders 11:28 Building Relationships with Trade Partners 19:12 Embracing Technology in Business 23:46 Financial Management Insights 28:47 People and Sales Strategies 28:55 Fortune Favors the Bold 31:45 Building a Strong Team 41:58 Sales Strategies in Construction 50:12 Client Experience as a Competitive Advantage

In this episode, Crissy sits down with Jessica Millhiser of JMills Consulting to talk about one of the most overlooked parts of business growth, internal structure and systems.So many entrepreneurs focus on marketing, visibility, and sales, but without documented processes, client journey systems, and operational clarity, scaling becomes chaotic. Jessica shares how moving from chaos to clarity helps you create sustainability, increase retention, and free yourself to focus on visibility, speaking, and showing up boldly online.If you've ever wondered:How do backend systems impact client experience?What SOPs every entrepreneur should document (even solopreneurs)?How can systems support more consistent visibility and social media growth?Why the right processes give you freedom, not restriction?…then this conversation will give you clarity, strategy, and practical tools.Jessica also opens up about her own visibility journey, batching content, using templates, and preparing for a 3-week vacation while her business runs smoothly in the background.Connect with Jessica:Sign up for newsletter https://www.jmillsconsulting.com/newsletterLinkedIn https://www.linkedin.com/in/jessicamillhiser/Instagram  Ready to find out for yourself? Schedule a call to find out the program that is right for you here https://tidycal.com/crissy/connectioncall Join this FREE Telegram space, Broadcast... https://thevisibleceo.com/broadcastBROADCAST is for the human-first leader who refuses to be muted by algorithms, AI, or outdated strategies. You've got something to say, and it's time to say it like you mean it. If you are ready for me to shift your thinking on how you can create a business WITHOUT living on your phone - this is the space to be!OMNI is my full visibility system built for CEOs who want to grow online without living on their phone. If you're ready to be truly seen, more strategic, and unmistakably in demand, head to check out OMNI at www.omniqueens.com Take the FREE Quiz to find out how visible you really are at www.thevisibleceo.com/quiz https://www.instagram.com/itscrissyconner/https://www.tiktok.com/@crissyconnerhttps://www.facebook.com/crissyconnerhttps://www.youtube.com/c/crissyconnerhttps://www.linkedin.com/in/crissyconner/

Technology is changing fast—but the firms that thrive will be the ones that keep people at the center of everything they build.I had a great conversation with Patrick Parker, Founder of Fynancial, about how human-centered design, data structure, and digital agents are reshaping the future of wealth management. Patrick brings a unique perspective—rooted in both tech entrepreneurship and a deep understanding of the advisory space—to show how advisors can blend empathy with innovation. He shared how growing up around an RIA and working in Big Four consulting helped him see the persistent gap between client expectations and what most fintech tools deliver.We covered everything from the evolution of client portals and the role of community in client engagement, to why data infrastructure is the key to getting AI right. Patrick makes a compelling case that digital agents won't replace advisors—they'll remove the operational clutter so advisors can double down on what matters: trust, insight, and connection. For firms ready to experiment, iterate, and rethink how technology supports relationships, this is a glimpse into what the next chapter of advising could look like.

In this episode, Crissy sits down with Jessica Millhiser of JMills Consulting to talk about one of the most overlooked parts of business growth, internal structure and systems.So many entrepreneurs focus on marketing, visibility, and sales, but without documented processes, client journey systems, and operational clarity, scaling becomes chaotic. Jessica shares how moving from chaos to clarity helps you create sustainability, increase retention, and free yourself to focus on visibility, speaking, and showing up boldly online.If you've ever wondered:How do backend systems impact client experience?What SOPs every entrepreneur should document (even solopreneurs)?How can systems support more consistent visibility and social media growth?Why the right processes give you freedom, not restriction?…then this conversation will give you clarity, strategy, and practical tools.Jessica also opens up about her own visibility journey, batching content, using templates, and preparing for a 3-week vacation while her business runs smoothly in the background.Connect with Jessica:Sign up for newsletter https://www.jmillsconsulting.com/newsletterLinkedIn https://www.linkedin.com/in/jessicamillhiser/Instagram  Ready to find out for yourself? Schedule a call to find out the program that is right for you here https://tidycal.com/crissy/connectioncall Join this FREE Telegram space, Broadcast... https://thevisibleceo.com/broadcastBROADCAST is for the human-first leader who refuses to be muted by algorithms, AI, or outdated strategies. You've got something to say, and it's time to say it like you mean it. If you are ready for me to shift your thinking on how you can create a business WITHOUT living on your phone - this is the space to be!OMNI is my full visibility system built for CEOs who want to grow online without living on their phone. If you're ready to be truly seen, more strategic, and unmistakably in demand, head to check out OMNI at www.omniqueens.com Take the FREE Quiz to find out how visible you really are at www.thevisibleceo.com/quiz https://www.instagram.com/itscrissyconner/https://www.tiktok.com/@crissyconnerhttps://www.facebook.com/crissyconnerhttps://www.youtube.com/c/crissyconnerhttps://www.linkedin.com/in/crissyconner/

In this episode, Christina Lecuyer gets real about regrets—the ones she's faced personally, and the ones she's seen echoed across generations. From missed opportunities in personal growth to lessons in financial literacy, Christina opens up about the moments she wishes she'd acted sooner. But more than looking back, this conversation is about moving forward. She challenges you to recognize where you may be holding back in your own life and shows why investing in yourself, whether through education, growth, or bold decision-making is the most powerful way to break the cycle of regret.

Sometimes the smallest shifts create the biggest results. In this episode, Libby challenges you to focus on just one tiny habit for 30 days. Drawing inspiration from James Clear's book Atomic Habits, she shares why less really can be more when it comes to creating lasting change in your business and life. Instead of overloading yourself with too many new goals, this simple framework will help you build momentum, reduce overwhelm, and actually stick with the changes you want to make.Here's what you'll learn in this episode:Why one small daily action can transform your business and lifeThe science of compound growth through habits and the “1% better” principleHow identity-based habits drive deeper, more lasting changeThe four keys to creating habits that actually stick (make it obvious, attractive, easy, and satisfying)How to join Libby's 30-Day Challenge and use the free tracker to stay accountableIf you've been feeling pulled in a thousand directions, this episode will help you simplify, focus, and finally see results. Pick one habit, commit for 30 days, and watch how much shifts in your practice and your life.Grab your 30-Day Challenge Download 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.

AI is transforming wealth management – but what does that really look like for financial advisors and their clients?In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Daniel Yoo, Founder and CEO of FinMate AI. Daniel shares his journey from financial advisor to fintech entrepreneur, and how his company is helping advisors stream operations, enhance client experiences, and stay ahead of the curve with AI-powered solutions. In this episode, you will learn:The real-world problems FinMate AI solves – and why note-taking was the first challenge tackled.The importance of privacy and security in AI, and how FinMate approaches data retention. Where AI is already proving valuable in wealth management, from meeting summaries to market signal analysis. And more!Tune in to discover how AI is reshaping the advisor-client relationship and what's next for AI in financial services. Resources:Episode Transcript & Blog | FinMate AI | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Host Jeremy C. Park talks with Brad Bruce, Co-Founder of mFORCE Capital, who discusses his background in wealth management and the establishment of his firm that focuses on personalized financial planning and strategic solutions for business owners. Brad discusses his company's approach as "solution finders" and "connectors," highlighting their expertise in building teams and developing comprehensive financial strategies while leveraging professional alliances, like with Higginbotham. The conversation concludes with details about the upcoming Cowtown Business and Capital Summit being held on February 24, 2026 in Fort Worth, Texas. The event is hosted and underwritten by mFORCE Capital and Higginbotham, along with other businesses, as a giveback and a networking and educational event focused on providing valuable content and connections for business leaders.mFORCE Capital Founding StoryBrad Bruce, Co-Founder of mFORCE Capital shares his background in wealth management and the company's origins. Brad explains that mFORCE Capital stands for Multi-Family Office, Relationship, and Client Experience. The company was founded four years ago after his 33-year career at a large corporate wealth management firm.Wealth Management Strategies for SuccessionBrad discusses his wealth management approach, emphasizing the importance of planning for business owners' succession and retirement. He highlights his team's expertise in building company teams and developing personal financial strategies, including tax minimization. Brad also describes his firm's unique approach as "solution finders" and "connectors," leveraging alliances with other professionals to better serve clients. He notes current trends such as artificial intelligence and recent legislation, which offer new opportunities for wealth management strategies.Client Relations and Community EngagementBrad emphasizes the importance of attention to detail and customization in client relationships, explaining that communication frequency with clients varies based on market conditions and client needs. He highlights the firm's commitment to philanthropy and community engagement, including their work with community foundations and local charities, as a way to give back to the business community that has supported them.Cowtown Business and Capital Summit 2026The Cowtown Business and Capital Summit, scheduled for February 24, 2026, in Fort Worth, Texas, is an event focused on providing networking opportunities and educational content for business owners and executives. Brad explains that the event was developed two years ago to offer a different type of industry gathering, emphasizing learning and networking over sales pitches. Last year's event included speakers on various topics like business growth and risk management, with plans to incorporate more networking and AI-focused content this year, along with travel, private planes, and personal longevity. Brad expresses excitement about the upcoming summit, particularly the keynote speaker and the potential for fostering connections among attendees, while emphasizing that the event is a giveback initiative aimed at supporting and strengthening the community. The event is hosted by mFORCE Capital, Higginbotham Insurance and Financial Services, and Hartman Wanzor McNamara Accountants & Advisors.To learn more about the Cowtown Business and Capital Summit visit https://cowtownsummit.com.To learn more about mFORCE Capital visit https://www.mforcecapital.com/.

When Taylor Swift and Travis Kelce announced their engagement, the internet went wild. But instead of just scrolling through memes, I started thinking about the photographer who actually booked that session — and more importantly, what would have happened if that inquiry landed in your inbox.Here's the hard truth: if your systems aren't set up to respond quickly, guide people clearly, and book smoothly, you could miss out on dream clients, celebrity or not. In this episode, I'm walking you through the “Taylor & Travis Engagement Test” — a playful but real way to measure whether your inquiry-to-booking systems are ready.Why your inquiry response system matters more than you thinkHow to prevent dream clients from slipping through the cracksWhy a smooth, consistent booking process builds trust and referralsHow Systems in Session helps you create a client experience that actually worksReady to work on your client experience?Explore Systems in Session: https://coliejames.com/systems-in-sessionListen to the Client Experience Series on Business-First Creatives Podcast: https://coliejames.com/tag/client-experience-series/ Follow me on Instagram: https://instagram.com/coliejamesWatch on YouTube:https://www.youtube.com/playlist?list=PLzOBVgYN-2lx0bMaDF7d0kByxGSjRq5Mg

In this podcast episode, Christina discusses the importance of raising prices in business and the mindset shifts required to do so. She emphasizes that many entrepreneurs struggle with self-worth and fear of judgment when it comes to pricing their services. Christina shares personal experiences and insights from her clients, illustrating how raising prices can lead to attracting the right clients and creating a premium experience. The episode encourages listeners to embrace their value, overcome fears, and understand that they are allowed to work less while earning more. 

In this second episode of our 4-part client experience series, we explore five top areas of business that impact any client's experience working with you: service offering, aesthetics, communication, systems, and attracting new clients. Do a self-audit on your travel business with this episode, and hear our experiences and advice as you consider these vital parts of your business and how to improve each of them.*For the next few weeks, enjoy replays of listener favorite episodes that were previously behind a paywall. We will be back soon with newly-recorded content.

In this episode of The Efficient Advisor, Libby sits down with marketing and branding expert Robyn Crane to explore how financial advisors can future-proof their business in an AI-driven world. Robyn shares her personal journey from struggling advisor to seven-figure business owner and reveals her BRAND formula for creating an authentic personal brand that attracts affluent clients — without getting replaced by technology. From overcoming limiting beliefs to aligning with your ideal client, this conversation is packed with both inspiration and tactical steps you can apply right away.

In this episode of Building the Billion Dollar Business, host Ray Sclafani reframes what it truly means to engage clients in a modern wealth management practice. He challenges the common misconceptions of client engagement which includes emails, gifts, and review meetings, and instead defines true engagement as emotional, intentional, and rooted in value. Ray outlines three pillars of effective engagement: proactive conversations, customized communication, and meaningful milestone recognition. He emphasizes that real engagement must be embedded into firm culture, not just left to the advisor. Listeners are encouraged to use tools like client journey mapping, achievement reviews, and feedback loops to scale meaningful connections. The episode closes with three reflective coaching questions designed to help advisors evolve their approach and deepen client relationships in a commoditized landscape.Key TakeawaysTrue engagement is emotional, intentional, and value-driven, where clients feel genuinely seen, heard, and understood.Effective engagement is built on three pillars: proactive conversations that anticipate client needs, customized communication that aligns with how each client processes information, and meaningful recognition of personal milestones.It must be embedded into the culture of the entire firm, not dependent on any one advisor, and requires clear systems, roles, and shared ownership to scale.In today's experience-driven world, clients compare their advisors to brands like Amazon, Apple, and Netflix, expecting personalization, speed, and relevance.When done well, client engagement becomes a strategic asset, creating loyalty, increasing referrals, and strengthening cross-generational relationships.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Today premiers the first episode of our 4-part Client Experience Series! Join us as we explore all the ins and outs of creating a memorable, signature client experience. This week, we are talking about how your brand experience impacts the client experience more than you may realize. Learn to define your business purpose, gauge a client's expectations, and create memorable memories from the first moment the learn about you to the post-trip check-in.*For the next few weeks, enjoy replays of listener favorite episodes that were previously behind a paywall. We will be back soon with newly-recorded content.

We often think that only big moves create transformation in business, but it's the tiny daily habits that add up to create massive impact. In this episode, Libby shares 11 small but mighty shifts that helped her grow her practice to seven figures, streamline her workweek, and create more time for family and life outside the office. These are practical strategies you can start implementing today to reduce stress, reclaim your focus, and build a business that serves you—not the other way around.What you'll learn in this episode:How to switch from reactive mornings to proactive ones for maximum productivityWhy checking email only twice a day can save your sanity and boost efficiencyThe importance of limiting yourself to three business goals each quarterHow to create space for big-picture thinking through CEO days and brain dumpsWhy white space, shutdown routines, and even prayer can transform your business mindsetThese tiny habits aren't overwhelming, but when stacked together they can completely change the way you work and the results you achieve. Listen in to learn which ones you can adopt right away to start making meaningful shifts in your business and your life.Items Mentioned in This Episode: LIbby's Weighted VestLibby's Favorite PlannerBuilding a Second Brain by Tiago ForteEpisode #178 on Theming your Day with Michael KitcesLearn 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.

AI can create immersive, human-centric experiences that not only drive sales but also foster enduring brand relationships in a rapidly evolving market. Today we're going to talk about how AI-driven personalization allows retailers to move beyond generic experiences, crafting unique interactions that resonate with individual preferences and behaviors, thereby enhancing customer satisfaction and loyalty. I'm thrilled to be joined by Noah Zamansky, Vice President of Product, Tech and Design, Client Experience at Stitch Fix here at eTail Boston. About Noah Zamansky Noah Zamansky is VP of Product, Client Experience at Stitch Fix He was previously with eBay where he was the Senior Director of Product Management for Fashion & Vertical Experiences. Noah is a seasoned leader who has shaped product vision, strategy and experience as well as helped launch new lines of business. He is a strong collaborator with an ability to bring stakeholders and perspectives together to create the best result.  Noah Zamansky on LinkedIn: https://www.linkedin.com/in/nzamansky/ Resources Stitch Fix: https://www.stitchfix.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Join the Imagen Community on Facebook to continue the discussions between episodes.Looking for ways to boost your wedding photography business and build lasting relationships with clients and vendors? This episode of Workflows is your backstage pass to creating consistent, memorable experiences that keep clients talking and referrals rolling in.In this episode Scott is joined by New York-based photographer Taylor Isselhard, an expert in building meaningful client experiences and strong vendor relationships within the wedding photography space.Taylor Isselhard is a wedding photographer and business coach based out of Western, New York. He is all about making phenomenal experiences for those he has the honor of serving. He believes in creating a business that's centered on what you value in life. Taylor shares how focusing on consistency isn't just for couples, but it's a win for everyone involved in a wedding day, from vendors to venue staff. Discover actionable strategies for streamlining your client communication, leveraging vendor networking, and optimizing your website's SEO to attract more wedding photography leads. Taylor even opens up about his top challenges with CRM workflows and his honest, ongoing journey to improve them."I want everyone to be on the same page. And I want that type of communication to be consistent from wedding after wedding. So when we're showing up on the wedding day, we're all good to go. We've all communicated." – Taylor IsselhardResourcesThrive Wedding WorkshopThe Wedding Lens Lounge PodcastSEO By JoePic-TimeVoicenotesCastmagicWhy You Should ListenGet actionable tips to create a consistent, high-quality wedding photography experience for couples and vendors alike.Learn Taylor's step-by-step approach for improving vendor relationships and increasing referrals for your photography business.Unlock SEO strategies and practical blogging tips to boost your photography website's Google ranking.Hear about Taylor's real-life struggles with workflow tools, and how he's working to improve efficiency.Perfect for anyone in people photography, whether you're just starting your business, refining your workflow, or searching for community with other photographers.Take your wedding photography workflow from scattered to seamless. Press play on this episode of Workflows and set yourself up for stronger relationships, more referrals, and a growth-focused mindset!(00:00) - (01:11) - Workshop Details (02:24) - Consistency in Client Experience (04:29) - Vendor Collaboration and Communication (10:43) - SEO and Blogging Strategies (16:55) - Exploring WhatsApp Integration for Voice Notes (18:08) - SEO Strategies for Wedding Photographers (19:08) - Creating Effective Blog Posts for Venues (22:52) - Optimizing CRM Workflow with HoneyBook (25:39) - Leveraging AI for Business Efficiency (29:37) - The Power of Networking in Photography (31:30) - Upcoming Workshops and Where to Find More Information

Schedule a Meeting with Joshua TODAY!Are you burning out trying to be the owner and the only salesperson in your hardscaping or landscaping business?In this episode, Joshua Gillow pulls back the curtain on what really holds most outdoor living pros back from scaling—fear of letting go of sales. If you've ever thought, “No one can sell like me,” or you're terrified a new salesperson will ruin your close rate or wreck your client experience, this episode is your wake-up call.You will:Learn why “doing it all yourself” is killing your growth (and your freedom)Discover the hidden dangers of hiring commission-only salespeople in this industryGet the exact mindset shift that allows you to train someone to sell for your company without losing controlListen now to find out how to finally step back from sales without sacrificing your standards—or your sanity.Connect with Joshua at:The WebsiteThe Facebook GroupSales Master ClassesHow to work with Joshua - https://yes.express/apply/Tune into this podcast where a seasoned craftsman shares expert communication skills, strategies for overcoming stress and overwhelm, and insights on building a profitable business in landscaping and hardscaping, with tips on how to sell, close more deals, and achieve financial freedom to retire early as a successful business owner in the design

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 short but powerful episode:Libby shares the one game-changing shift that transformed her from reactive and overwhelmed to calm and proactive. If you've ever found yourself scrambling the night before a client meeting or derailed by surprise issues, this strategy will resonate.You'll learn how building just a bit of margin into your schedule (think: a simple two-week buffer) can reduce stress, improve your client experience, and help you lead like a true CEO—not just put out fires all day.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.

In this episode, financial advisor Sten Morgan joins Libby to talk about redefining what it means to bring value to your clients. From charging for advice to becoming a confident communicator, Sten shares practical steps to help advisors grow personally and professionally. He breaks down how to stand out in a crowded industry, build trust quickly, and create a business model centered around meaningful impact. Whether you're a new advisor or seasoned pro, you'll leave this episode with tools to level up your practice. What You Will Learn in This Episode:Why your advice (not products) is your most valuable assetHow to use whiteboarding to simplify complex strategies and wow clientsWhat it takes to shift from scarcity to abundance in your mindsetA practical approach to pricing your services with confidenceHow to scale your advisory business through systems and communicationSten's message is clear: financial advisors have the power to create massive impact—if they recognize their own value and learn how to communicate it. His approach blends strategy, heart, and practical tools to help you lead with confidence and clarity. If you're ready to make a bigger difference and grow your practice on your terms, this is an episode you won't want to miss.Sten's website 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.

To get more information about booking a consulting day with Vince, please do one of the following:Send a direct email to Vince to bypass his sales team: vince@gabrielefitness.comClick the link below and fill out the form: https://coaching.vincegabriele.com/ Podcast SummaryIn this episode of the FBU podcast, Vince takes listeners along for part one of his “Long Island Gym Tour,” where he visits SPF Mastermind member gyms to offer real-time business advice. The main focus is on helping gym owner Joey Olivo at Legacy Strength maximize his training space to increase revenue by 33% without adding square footage. Vince shares his “pod system” concept for efficient group training layouts, highlights the importance of maximizing capacity during peak hours, and revisits the “Operation Money Suck” strategy for converting downtime into sales opportunities. Packed with practical, immediately actionable advice, this episode is a masterclass in making more money with the resources you already have. Top 5 PointsMaximize Space for Capacity – Redesign your gym layout to comfortably train more clients at once, using the “pod system” to create mini-gyms within your existing floor plan.Efficiency Equals Revenue – Moving from 8 to 12 clients per session at $50 each could mean hundreds in extra revenue per day without increasing operating costs.Remove Space Wasters – Eliminate unnecessary equipment, spread-out cubbies, and underused storage to open up more training space.Adopt “Operation Money Suck” – During blocked consult hours, only do activities that lead to or directly create new consultations—no busy work allowed.Prioritize High-Value Outreach – Focus first on past members, recent unconverted leads, and then 90-day leads before pursuing long-term joint venture partnerships. To get more information about booking a consulting day with Vince, please do one of the following:Send a direct email to Vince to bypass his sales team: vince@gabrielefitness.comClick the link below and fill out the form: https://coaching.vincegabriele.com/ 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!