Podcasts about client experience

In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026

Client experience must be provided in the most convenient and fulfilling way, not only for clients themselves but also for the business owner. For our New Year episode, Michelle Weinstein sits down with QuickBooks wizard Debra Kilsheimer, who shares how they created a Disney-like customer service. She explains how she treats accountants and bookkeepers with utmost respect and closeness as she helps turn their goals into reality. Debra also talks about achieving millions in revenue even with just a "two-and-a-half" team and how she set prices for her subscriptions while considering the real-life circumstances of her clients.

Most producers say they want to dominate 2026, yet many are still waiting for permission. Waiting for the “right time” to invest in themselves. Waiting to see if someone else will sign off on it. That mindset quietly keeps people stuck—and it's far more common than most want to admit.In this episode, I sit down with my client and friend, Andy Neary, for an honest, no-fluff conversation about what actually holds high performers back. We talk about why driven professionals often struggle with self-worth, why chasing a “guaranteed ROI” can sabotage momentum, and how confidence isn't something you wait to feel—it's something you build by consistently showing up for yourself.This is a real conversation about responsibility, ownership, and what it takes to stop playing small as the new year approaches.About The Guest: Andy Neary is a speaker, author, podcast host, and coach dedicated to helping professionals build the mindset, habits, and strategies needed to excel in business and life. A former professional baseball player in the Milwaukee Brewers organization, Andy leveraged discipline, unshakeable drive, and consistent daily habits to succeed at the highest level — despite being undersized for his position. Andy Neary - Speaker, Author, ConsultantToday, he applies those same lessons off the field through Complete Game Consulting, a coaching and training company he founded in 2019, where he advises insurance professionals and agencies on mindset, marketing, branding, and performance. Andy is also host of Bullpen Sessions, a podcast for driven professionals focused on mindset and tactics for success. He's a contributing author to the Amazon best-selling book Breaking Through the Status Quo and is a sought-after keynote speaker for events and podcasts. Andy lives in south-central Wisconsin.If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn! 

In this episode, Libby Greiwe of The Efficient Advisor shares a candid and powerful conversation about building a successful advisory business without sacrificing your life, values, or well-being. From working through burnout to redefining success on her own terms, Libby opens up about resilience, boundaries, and what it really takes to create a business that supports the life you want. This episode is packed with honest reflections, practical wisdom, and encouragement for advisors who want more than just growth for growth's sake

As the year wraps up, we are replaying some of our favorite conversations from 2025, including this one!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 Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect 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

Ready to grow your clientele & revenue? Download "The 20 Client Generators" PDF now and get instant access to strategies that will fill your calendar with potential clients. No complicated tech, no lengthy processes—just real strategies that work. https://info.patrigsby.com/20-client-generators Do you want to stop chasing leads and start attracting them instead? Get Instant Access To The Weekly Client Machine For Just $5.00! https://patrigsby.com/weeklyclientmachine Get Your FREE Copy of Pat's Fitness Entrepreneur Handbook! https://patrigsby.com/feh  --- 7 Steps to Becoming a Successful Business Owner In today's episode, we dive into the 'Wealthy Owner Path,' exploring the commonalities among successful business owners. Over the last year, we've seen remarkable achievements from our Boardroom and Project 500 participants. I'll walk you through seven universal steps to help you clarify your service, activate your assets, systemize operations, transition from operator to owner, focus on growth numbers, maintain consistency, and lead effectively. Whether you're a gym owner, sports performance business owner, or any business owner, these principles will guide you toward building a successful and sustainable business. 00:00 Introduction and Overview 00:10 Success Stories and Commonalities 01:32 Seven Steps to Success 01:42 Step 1: Clarity in Business 03:35 Step 2: Activating Existing Assets 05:18 Step 3: Systemizing Operations 07:07 Step 4: Embracing the Owner Role 08:36 Step 5: Focusing on Key Numbers 10:08 Step 6: Consistency in Marketing and Client Experience 11:17 Step 7: Leading the Business 14:01 Conclusion and Final Thoughts

As the year wraps up, we are replaying some of our favorite conversations from 2025, including this one!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 Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect 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

In this episode, Libby shares an unpopular but critical perspective on how financial advisors should think about “future potential” clients. She explains why treating clients based on who they might become leads to burnout, resentment, and misaligned service models—and how this quiet mistake often causes your best clients to subsidize everyone else

Send us a textIn this quick-tip episode of the Private Practice Survival Guide, Brandon breaks down the real cost of Ego-Driven Leadership—and what it takes to replace “my way” management with Group-Oriented Leadership built on trust, shared accountability, and better decision-making. Using practical examples (including how a one-size-fits-all change can damage Client Experience), he explains how ego erodes morale, suppresses innovation, increases turnover, and fuels burnout. You'll learn actionable strategies to “check ego at the door,” including pausing before reacting, identifying triggers, asking for weekly feedback, using inclusive language (“we agreed”), modeling vulnerability, and aligning decisions to clear priorities like budget and satisfaction. He also shares a leadership reset invitation tied to the Growth Code Conference (January 28–31, 2026, Coral Gables, Florida), emphasizing that the best leaders don't need to be right—they create the conditions for the team to find what's right. Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book

In this year-end episode, Christina sits down with her husband Nathan Salter for an honest reflection on the year—what challenged them, what surprised them, and what ultimately changed them.They talk candidly about navigating uncertainty in business, the mindset shifts that mattered most, and lessons learned around hiring, leadership, and decision-making. The conversation also goes personal, touching on health, mental well-being, and the importance of support, trust, and communication in both marriage and work.This episode is about growth—professionally and personally—and what it really looks like to build a life and business together while staying present along the way. If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn! 

What's next after a client says “yes” to working with you? In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the Direction Phase, the pivotal point where ideas turn into actionable steps. Tune in to learn how financial advisors can simplify complex strategies, set clear expectations, and avoid overwhelming clients with information overload. What to expect: How to keep clients focused without overwhelming them The role of recurring meetings and strategy summaries Navigating fixed vs. variable assets in volatile markets Building client confidence through discipline and simplicity Resources: Submit your podcast question here! Transform your practice! E167 - The New Client Experience: Location E169 - The New Client Experience: Expectation Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube Wes Young Live Website

In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why creating a standardized framework is one of the most powerful growth levers advisors can implement. This conversation is rich with actionable insights, real-world scenarios, and practical guidance for building a more scalable practice.

The Referable Client Experience with Stacey Brown Randall   Most business owners say they want more referrals. Very few are actually drowning in them. The default strategy is to do good work, hope people notice, and maybe ask for introductions when things get slow. In this episode of Profit Answer Man, I sit down again with referral expert and author Stacey Brown Randall to talk about why that approach does not work and how to build a truly referrable client experience.   Stacey has spent years helping small business owners generate referrals without asking, without incentives, and without feeling manipulative. Her new book, The Referrable Client Experience, dives into how your day to day client journey can become your most powerful referral engine.   In This Episode, You'll Learn: Referrals, Introductions, and Word-of-Mouth Are Not the Same Thing. One of the first big shifts Stacey brings is simply defining our terms. A referral happens when a referral source connects you directly to a prospect, clearly identifies a need, and positions you as the solution. An introduction is just a connection. There is no identified need. Word-of-mouth buzz is when someone talks about you or gives out your name, but you are never actually connected. Most business owners lump all three together. The problem is that only one of them consistently leads to new clients. If all you are getting is introductions and vague "I mentioned you to someone" comments, you are not really running a referral strategy. Your Small Size Is Your Superpower. When we talk about "client experience," most people picture big company initiatives, software, and dashboards. Stacey defines client experience more simply as how your client feels while they work with you. That is where small business wins. You can: Make clients feel seen and remembered, Adjust quickly when something is off, Add personal, human touches that big companies could never scale, If you want to go from a good client experience to a referrable one, you have to understand the emotions you are creating along the way and be intentional about them. The Science Behind Why Referrals Happen. Referrals are not magic. Stacey frames them through three lenses: What happens in the brain of the referral source. When someone makes a great referral, "feel good" chemicals fire in their brain. They get to be the hero who solved a problem for someone they care about. It is about them helping the prospect, not about you. The psychology of trust. Referral sources do not need to know every credential or detail about you. What matters is that they trust you as a person and do not forget you. That trust is nurtured by consistent, human touch points, not by dumping your resume on them. Behavioral economics. Instead of manipulating reciprocity, Stacey focuses on the positive side: using surprise, delight, and variety in your touch points so people remember you and feel connected to you. Gifts, Touch Points, and What Actually Lands. Gifts can be powerful but they are often used poorly. Stacey's guidance: A gift should not be tied directly to a single referral, or you train people to expect a payout each time. For each referral source, build a plan of five to seven touch points over the year that happen whether or not referrals come in. Use gifts sparingly, and make them meaningful, humorous, or heartfelt enough to be memorable. If it took you two seconds to choose and send, it probably will not stand out. For actual referrals as they happen, Stacey recommends something simple and powerful: a handwritten thank you note. Be Strategic, Not "Spray and Pray". When owners want more referrals, they often default to more networking. More coffee dates, more events, more people. Stacey calls out the problem with this "spray and pray" approach. Instead, she encourages business owners to: Identify their ideal referral sources by asking, "Who regularly sees my ideal client before I do?" Focus on building real relationships with those few instead of trying to convert every person in the room. Accept that it is a numbers game, but a strategic one: you may meet a hundred people and end up with three or four true referral partners.   Key Takeaway: Referrals are not a mystery reserved for the lucky few. They are the predictable result of a client experience that makes people feel seen, cared for, and confident enough to put their reputation on the line for you. When you understand the science behind referrals and build a simple plan around your best referral sources, you can stop chasing cold leads and start welcoming more ideal clients who already trust you.   Bio: Stacey Brown Randall is the author of the new book, The Referable Client Experience, and the multiple award-winning book, Generating Business Referrals Without Asking. She is also the host of the Roadmap to Referrals podcast. Stacey teaches business owners how to generate referrals naturally…without manipulating, incentivizing, or even asking. She has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, and more. She received her Master's in Organizational Communication and is married with three kids.   Links: Websites: https://staceybrownrandall.com/ https://referableclientexperience.com/ Social Media: www.linkedin.com/in/staceybrandall https://www.instagram.com/staceybrownrandall/ https://www.facebook.com/StaceyBrownRandall https://www.youtube.com/@referralswithoutasking   Conclusion: Referrals don't come from luck, pressure, or clever tactics—they come from the way your clients and referral sources feel throughout their experience with you. Stacey's insights remind us that when you create a journey rooted in trust, care, and thoughtful connection, referrals become a natural byproduct—not a struggle. By understanding the science behind why people refer and building a simple, intentional plan around your best referral sources, you can replace unpredictable lead generation with a reliable, relationship-driven system that grows your business sustainably and profitably.   #ProfitAnswerMan #SmallBusinessGrowth #Referrals #ClientExperience #BusinessProfit #CashFlow #TrustedAdvisor #BusinessStrategy   Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page  Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Hi there, welcome to Episode 756 of Recruiting Future with me, Matt Alder. Recruiting Future helps Talent Acquisition teams drive measurable impact by developing strategic capability in Foresight, Influence, Talent, and Technology. This episode is about Foresight. Making sense of talent acquisition right now feels impossible. Every week brings new technology announcements, shifting economic signals, and conflicting advice about what comes next. It's tempting to chase the latest headline or follow gut instinct, but reactive decision-making rarely ends well. Understanding key patterns helps separate signal from noise, and this is where genuine trend analysis grounded in real data becomes invaluable. So what trends are shaping TA heading into 2026, and how should leaders respond? My guest this week is Susan De La Vega, SVP Global Tech and Client Experience at Korn Ferry. Korn Ferry has just published their 12th annual TA trends report, built from interviews with over 1,600 global talent leaders, and Susan shares what the research reveals about where talent acquisition is heading. In the interview, we discuss: The biggest TA challenges we have seen this year Methodology behind Korn Ferry's TA Trends Report Changing attitudes and approaches to AI Why your next hire might not be human The importance of mapping tasks Investing in future talent Can TA get a seat at the table? Breaking the silos in the talent function Advice to TA Leaders on strategies for 2026 What does the future look like in 3 years' time? Follow this podcast on Apple Podcasts. Follow this podcast on Spotify.

Not all clients are created equal—and some quietly drain your firm's time, energy, and profits. In episode 593 of the Lawyerist Podcast, Stephanie Everett talks with Affinity Consulting's Jeff Krause about the hidden cost of bad clients and how law firms can use data to make better decisions about who they serve.  Jeff breaks down his Moneyball-inspired profit formula to show how client quality impacts leads, conversion rates, revenue, and margins. They explore why discount-seeking clients create compounding damage, how setting clearer expectations can improve client behavior, and when it makes sense to let certain clients walk away. A closer look at the tension between profitability and access to justice, and how intentional business models can support both.    Listen to our previous episodes about Client Experience & Law Firm Profitability:  Episode #384 – Delivering Bad News to Clients, with Marjorie Aaron — Apple | Spotify | LTN  Episode #462: Designing an Empathetic Client Experience, with Kirk Simoneau — Apple | Spotify | LTN  Episode #474: Moneyball for Lawyers, with Jeff Krause — Apple | Spotify | LTN  Episode #560 – Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential, with Leticia DeSuze — Apple | Spotify | LTN    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Introduction  05:12 – Meet Jeff Krause  06:51 – What “Moneyball for Lawyers” Really Means  09:08 – The Profit Formula That Drives Firm Growth  12:46 – How Bad Clients Damage the Numbers  15:30 – The Compounding Cost of Discounts  18:21 – Raising Rates vs. Chasing More Clients  19:45 – Can You Improve Mid-Tier Clients?  21:58 – Profitability vs. Access to Justice  24:19 – Building Intentional Service Models  26:48 – Trusting Your Data—and Your Gut  27:43 – One Step Firms Should Take Right Now  28:23 – Closing Thoughts 

Not all clients are created equal—and some quietly drain your firm's time, energy, and profits. In episode 593 of the Lawyerist Podcast, Stephanie Everett talks with Affinity Consulting's Jeff Krause about the hidden cost of bad clients and how law firms can use data to make better decisions about who they serve.  Jeff breaks down his Moneyball-inspired profit formula to show how client quality impacts leads, conversion rates, revenue, and margins. They explore why discount-seeking clients create compounding damage, how setting clearer expectations can improve client behavior, and when it makes sense to let certain clients walk away. A closer look at the tension between profitability and access to justice, and how intentional business models can support both.    Listen to our previous episodes about Client Experience & Law Firm Profitability:  Episode #384 – Delivering Bad News to Clients, with Marjorie Aaron — Apple | Spotify | LTN  Episode #462: Designing an Empathetic Client Experience, with Kirk Simoneau — Apple | Spotify | LTN  Episode #474: Moneyball for Lawyers, with Jeff Krause — Apple | Spotify | LTN  Episode #560 – Stop Doing Everything Yourself! Unlock Your Law Firm's True Potential, with Leticia DeSuze — Apple | Spotify | LTN    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Introduction  05:12 – Meet Jeff Krause  06:51 – What “Moneyball for Lawyers” Really Means  09:08 – The Profit Formula That Drives Firm Growth  12:46 – How Bad Clients Damage the Numbers  15:30 – The Compounding Cost of Discounts  18:21 – Raising Rates vs. Chasing More Clients  19:45 – Can You Improve Mid-Tier Clients?  21:58 – Profitability vs. Access to Justice  24:19 – Building Intentional Service Models  26:48 – Trusting Your Data—and Your Gut  27:43 – One Step Firms Should Take Right Now  28:23 – Closing Thoughts  Learn more about your ad choices. Visit megaphone.fm/adchoices

You Don't Have to Go Home for Christmas

Financial advisors often begin the year energized, organized, and committed to ambitious goals. Yet, by March, many find their plans stalling—not because of a lack of motivation, but because of a lack of true accountability. In this episode, neurobiology-based performance and accountability expert Brian Ford breaks down why traditional views of discipline and accountability fail, how advisors can build systems that actually work, and what it takes to sustain long-term behavior change. Brian shares the science, psychology, and practical frameworks that help advisors stop relying on motivation alone and start building systems that drive real follow-through.

What's on your mind? Let CX Passport know...When you think “endowment foundation,” customer experience probably isn't the first thing that comes to mind. Yet Dr. Liz Okuma, Director of Client Experience at the American Endowment Foundation, is reshaping how donor advised funds deliver trust, responsiveness, and ease… even when nearly all interactions happen without ever seeing a client face to face. This conversation reveals how listening, collaboration, and design thinking translate into real business impact.5 Insights From the Episode-DAFs are booming… and CX is becoming a differentiator-Two customer groups, one experience mission-Internal listening is gold-Journey mapping unlocked cross-functional momentum-Culture changes when employees own CXCHAPTERS00:00 What is a donor advised fund… and why CX matters02:50 Serving donors vs. serving financial advisors05:30 Looking out the window… not the mirror07:54 Listening to frontline teams09:33 Making best in class tangible11:05 Journey mapping and quick wins13:24 Cutting a process from 3.5 months to six weeks15:58 Measuring what matters17:10 First Class Lounge21:56 Getting non-client-facing teams invested in CX24:29 The power of stories and internal visibility26:53 Cross-functional influence in action29:33 Where to find LizGuest LinksAEF Website: https://www.aef.org/LinkedIn: https://www.linkedin.com/in/liz-okuma/Mentioned in the EpisodeBose QuietComfort Headphones https://amzn.to/44e3hCT Affiliate LinkYour Next StepsListen: https://www.cxpassport.comWatch: https://www.youtube.com/@cxpassportNewsletter: https://cxpassport.kit.com/signupI'm Rick Denton and I believe the best meals are served outside and require a passport.Disclaimer: This podcast is for informational and entertainment purposes only. The views and opinions expressed are those of the hosts and guests and should not be taken as legal, financial, or professional advice. Always consult with a qualified attorney, financial advisor, or other professional regarding your specific situation. The opinions expressed by guests are solely theirs and do not necessarily represent the views or positions of the host(s).

In this episode, you'll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create unforgettable client experiences. You'll hear real examples of small but meaningful moments that turn mistakes into connection, empower your team, and elevate your brand far beyond portfolios and planning tools.You'll also discover how giving your team simple freedom, creativity, and a small monthly “surprise & delight budget” can turn everyday interactions into lasting loyalty, referrals, and genuine client love. From laptops delivered across town to coffee sent with a smile, this episode reminds us that great client experience isn't about perfection — it's about how you make people feel ✨.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.

Episode 592 of the Lawyerist Podcast shows how strengthening your leadership can become the most reliable lever for firm growth. Stephanie Everett and service expert William O'Neal break down the communication habits, value alignment, and client-experience systems that help teams build trust faster, reduce friction, and perform at a higher level.  William shares his Five Essentials of Leadership, unpacking why rapport drives efficiency, how consistent service builds loyalty, and what it takes to design a client journey your team can deliver every single day. They also explore the hidden costs of poor communication, the power of service recovery, and practical ways leaders can create more stability for both clients and staff.    Links from this episode:  https://www.williamoneal.com/    Listen to our previous episodes about Client Experience & Relationships.   #462: Designing an Empathetic Client Experience, with Kirk Simoneau Apple | Spotify | LTN   #347: How a Client Happiness Coordinator Increased My Firm Referrals & Reviews, with Ryan McKeen & Brittany Green Apple | Spotify | LTN   #338: Reframing Your Client Experience, with Spencer Keys Apple | Spotify | LTN   #271: Client‑Centered Law Firms, with Jack Newton Apple | Spotify | LTN     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Intro  05:12 – Meet William O'Neal  06:15 – Leading with Joy  07:51 – Five Essentials of Leadership  09:01 – Heart for Service  12:41 – Knowing Your Value  14:07 – What Clients Want  16:35 – Building Rapport & Trust  18:55 – Culture & Consistency  20:30 – Empathy in Client Experience  22:10 – Lessons from Chick-fil-A  24:09 – Service Recovery  25:31 – Feedback & Improvement  27:36 – Adapting to Change  29:29 – Small Acts, Big Trust  30:18 – Learn More + Closing 

Episode 592 of the Lawyerist Podcast shows how strengthening your leadership can become the most reliable lever for firm growth. Stephanie Everett and service expert William O'Neal break down the communication habits, value alignment, and client-experience systems that help teams build trust faster, reduce friction, and perform at a higher level.  William shares his Five Essentials of Leadership, unpacking why rapport drives efficiency, how consistent service builds loyalty, and what it takes to design a client journey your team can deliver every single day. They also explore the hidden costs of poor communication, the power of service recovery, and practical ways leaders can create more stability for both clients and staff.    Links from this episode:  https://www.williamoneal.com/    Listen to our previous episodes about Client Experience & Relationships.   #462: Designing an Empathetic Client Experience, with Kirk Simoneau Apple | Spotify | LTN   #347: How a Client Happiness Coordinator Increased My Firm Referrals & Reviews, with Ryan McKeen & Brittany Green Apple | Spotify | LTN   #338: Reframing Your Client Experience, with Spencer Keys Apple | Spotify | LTN   #271: Client‑Centered Law Firms, with Jack Newton Apple | Spotify | LTN     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Intro  05:12 – Meet William O'Neal  06:15 – Leading with Joy  07:51 – Five Essentials of Leadership  09:01 – Heart for Service  12:41 – Knowing Your Value  14:07 – What Clients Want  16:35 – Building Rapport & Trust  18:55 – Culture & Consistency  20:30 – Empathy in Client Experience  22:10 – Lessons from Chick-fil-A  24:09 – Service Recovery  25:31 – Feedback & Improvement  27:36 – Adapting to Change  29:29 – Small Acts, Big Trust  30:18 – Learn More + Closing  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Christina shows up at the end of a long day—post-walk, unfiltered, and debating whether she should even hit “upload.” But the story behind why she almost didn't post this one is worth the listen.She also pulls back the curtain on a behind-the-scenes disaster that nearly pushed her over the edge this week. Let's just say it involves a 35-minute recording, a message from her assistant, and a very real “I might cry” moment. Christina doesn't reveal every detail here… but when you hear it, you'll feel it.From there, she shares how her best podcast ideas actually come together—and why next year's episodes are about to look very different. Think: founders, CEOs, entrepreneurs, and some surprising conversations she can't wait to bring back. If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn! 

" You do not want a business that is entirely dependent on you. You want an independent running business." -Ron Bester Ron Bester, VP of Client Experience at Successful Bookkeeper Global, breaks down why so many bookkeepers feel buried in day-to-day work and how the SODA framework helps you reclaim time, reduce stress, and build a business that doesn't rely on you to survive. In this episode, you'll learn… How to spot where your time is leaking & fix it Build simple systems that remove bottlenecks Use automation to cut repetitive tasks & free up hours Connect with Ron on LinkedIn. Time Stamp 00:00 – Why running a business is different from doing work you enjoy 03:00 – The common pitfalls small business owners face 07:00 – Why every business needs a plan, systems & an exit strategy 10:00 – Introduction to the SODA framework 12:00 – Systemize: building processes that create consistency 15:00 – Outsource: letting experts handle non-core work 17:00 – Delegate: breaking the "only I can do it" mindset 20:00 – Automate: using tech to remove repetitive tasks 23:00 – The biggest transformation bookkeepers experience with SODA 26:00 – Early wins & what shifts first 28:00 – Why most owners don't realize they are the bottleneck 30:00 – One small action you can take today 31:00 – How the SODA pre-checklist and intensive work 33:00 – Building a business that runs independently of you

What makes a client stay, year after year? In this episode, host Wes Young and co-host Justin Lakin break down the Expectation Phase of their onboarding process. It is not just about earning trust. It is about clearly defining the planning relationship, setting the rhythm for ongoing engagement, and making the value of your work obvious from day one. From high-impact tax strategies like S-corp elections and the Augusta Rule to powerful mindset reframes around balance sheets and family legacies, Justin and Wes walk through how to deliver a transformational planning experience before the ink is dry. What to expect in this episode: How to define expectations and build long-term engagement The difference between planning versus a plan, and why it matters Ways to immediately demonstrate ROI through tax ideas Tools like Planning Shepherd and strategy summaries to elevate the client experience Resources: Submit your podcast question here! The Transform Learning Series E167- The New Client Experience: Location Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube Wes Young Live Website

This episode features an inspiring conversation between Libby and advisor Eva Stukenberg, who shares her journey from feeling stuck on the hamster wheel to building a thriving, intentional, 5X-growth practice. Eva opens up about the small shifts that created massive momentum, the mindset work that changed everything, and the systems that transformed her team, her client experience, and her quality of life. This episode is packed with practical insights for any advisor ready to move from reactive to proactive, from overwhelmed to organized, and from doing everything to doing only what matters most.

In today's episode, we'll discuss: Year-end processing doesn't have to feel like an annual stress cycle. In this episode, you'll learn five simple strategies to make December smoother, more predictable, and far less overwhelming

If your offer isn't converting, it might not be a messaging problem — it might be a traffic problem. In this episode, I'm sharing the quiet shift I'm making: focusing on daily clicks to my checkout page. Not just posting content — driving real traffic that compounds over time. If your content feels like it's not working, this one's for you. Let's talk about what actually moves the needle — and how to build for it without burning out.   RESOURCES MENTIONED NOTE: Some links below contain affiliate/referral links. It is a way for this site to earn advertising fees by advertising or linking to certain products and/or services. DISCOUNT: Code for 30+ free days of Podcast Audio Hosting through Libsyn: bossgirl RESOURCE: Need a Podcast Editor? Hire mine & tell him I referred you…The Podcast Man WORK WITH ME: Back Pocket VIP Coaching YOUTUBE CHANNEL: Subscribe >> The House of Sugar Creek MY BOOK: Snag a copy! Pillars & Purpose: How to Build a Business That Works for You RESOURCE: Contract Templates for your Business YOUTUBE CHANNEL: Subscribe to the BGC YouTube Channel and listen to my episodes via YouTube! MY 90-DAY UNDATED PLANNER: Buy it here! RESOURCE: Receive 20% off your first month or your first year with Dubsado RESOURCE: Receive 50% off your first full year with FloDesk (+ a 14-day free trial) LEAVE A MESSAGE: Click Here SEARCH BAR CONFESSIONS: Starts at 6:20 BUSINESS NUGGET: Starts at 11:50 RESOURCE: Check out Hilma products – $10 off for ya! RESOURCE: The Clarity Catch-Up Mini Workbook (FREEBIE) RESOURCE: The Clarity Code (reflection deck) RESOURCE: The Clarity Shot EPISODES YOU MIGHT ALSO ENJOY... EPISODE 546 – BUILDING JOY IN THE MONOTONY OF ADULTHOOD  EPISODE 537 – THE SIMPLEST MILLION-DOLLAR STRATEGY YOU'VE NEVER TRIED EPISODE 497 – CLIENT EXPERIENCE, HOUSE UPDATE & MORE EPISODE 447 – TIPS FOR USING CHATGPT EPISODE 397 – AI & CONTENT CREATION EPISODE 347 – CONTENT PLANNING & YOUR BLOG ARCHIVES EPISODE 297 – WHY YOU SHOULDN'T JOIN CLUBHOUSE EPISODE 247 – PILLARS SERIES: CREATING GREAT CONTENT EPISODE 197 – STOP MAKING THIS EXCUSE EPISODE 147 – BLOGGING TASKS FOR WHEN YOU DON'T FEEL LIKE WRITING FIND TAYLOR ONLINE... Blog – The House of Sugar Creek Instagram – @taylorlbradford Facebook – bossgirlcreative Pinterest – thehouseofsugarcreek TikTok – @taylorlbradford YouTube – The House of Sugar Creek YouTube – Boss Girl Creative

Today's quick episode is all about the one thing most high achievers avoid but desperately need: space to think.So many of us stay busy out of habit, even when we say we want change. But your next level doesn't come from doing more—it comes from creating room for clarity, intuition, and the ideas you can't access when you're running nonstop.I'm sharing a powerful question I'm giving all my clients for 2026:If a billion-dollar CEO took over your business and life, what are the first three things they'd remove from your plate?To grow, you need four things: clarity, confidence, space, and delegation. And if you think you don't have time for any of this—I promise, your screen time says otherwise. If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn! 

Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives into the heart of creating a scalable and sustainable client service model. She breaks down the mindset shifts advisors need, the math behind revenue per hour, how to segment your book intentionally, and why aligning your service model with profitability is the key to delivering exceptional client experiences. This is a thoughtful, practical, and empowering conversation to help you reshape your ongoing service in a way that benefits you, your team, and your clients.What you'll learn in this episode: • Why advisors struggle with mental blocks around pricing, fees, and client segmentation  • How to calculate your true revenue per hour and use it to make better capacity decisions • A step-by-step process for segmenting clients and defining aligned service levels • How to avoid client subsidization and ensure each household is serviced profitably • Ways to right-size service for clients who don't meet your hourly rate, without sacrificing care or professionalism As Libby walks through each step, you'll gain clarity, confidence, and a practical roadmap to redesign your client service model so you can serve clients exceptionally well without overwhelming your team. This episode will help you work smarter, stay focused on what matters, and build a practice you love managing every single day ✨.Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) 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.

Webinar: See what your contacts are doing on Zillow - Mon, Dec 8 - https://followupboss.zoom.us/webinar/register/WN_-jOL8Gu3TZ2IWR_atbijlA#/registrationWhat if your biggest mistakes became the blueprint for your next business?That's exactly what Marissa Canario is doing with Apex Realty Group, which she's building from Milwaukee, Wisconsin. After building a 7th-level insurance agency and after opening 168 markets (yes 168!) as a real estate leader on a national expansion team, Marissa's now taking lessons learned to build again - with deeper obsession and a clearer value prop.She shares the key to improving both agent experience and client experience. She details her segmented approach to onboarding (and re-onboarding) agents. She explains the pitfalls to avoid in market expansion and when to know if you're ready. And she shares a vision of teams getting larger and larger in the years ahead through mergers and acquisitions.Watch or listen for Marissa's insights into:Why obsession with agent experience and client experience drives successWhat was required and what was learned by opening 168 markets in a real estate team expansionHow to improve communication and get more done by meeting people where they areHow to turn past mistakes into a tighter, more focused model with a clearer value propositionHow Marissa's segmenting and improving “one of the most important factors of your entire foundation and one of the most difficult to get correct” … agent onboardingWhy to celebrate more (and more specific) agent milestonesAI and ISAs as new leverage points for real estate teamsWays to make technology amplify rather than replace real estate agents (and what that means they should focus on)How self-awareness, network strength, and sufficient capital set you up for market expansion successWhy mergers and acquisitions will drive larger teams and what your participation in that growth might look likeAt the end, learn about the value of integrity, the ends of toilet paper rolls, the bottoms of shampoo and ketchup bottles, and fewer business books.Episodes mentioned:→ AI Voice and Texting with Kyle Draper and Tiffany Gelzinis→ Redefining the Role of the Real Estate Team Leader with Keith Anderson→The Roll-Up Strategy for Business Growth with Sam KhorramianConnect with Marissa Canario:→ https://www.instagram.com/marissacanario/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

A referable client experience is the key to earning organic referrals, and Stacey Brown Randall joins the show to break down how small business can get referrals without asking. Show Notes Page: https://www.thehowofbusiness.com/589-stacey-randall-referable-expereince/ In this episode, Henry Lopez welcomes back referral expert Stacey Brown Randall to explore how small business owners can generate referrals naturally, without asking. Stacey shares insights from her new book, The Referable Client Experience. She explains why great work alone doesn't create referrals, and why the emotional experience you deliver matters just as much as the deliverables themselves. Stacey breaks down the three stages of the client experience - new, active, and alumni - and how relationship-building touchpoints in each stage make clients feel seen, supported, and confident referring you. "Great work gets you repeat business," Stacey notes, "but relationships get you referrals." Henry and Stacey also discuss how to identify referral "hot zones," reinforce relationships without being pushy, and create organic moments where referral seeds can be planted authentically. Whether you're a consultant, creative, coach, or service provider, this episode will help you map your client experience, balance work vs. relationship touchpoints, and strengthen the natural referral engine inside your business. Stacey Brown Randall is an award-winning author, keynote speaker, and referral strategist who teaches business owners how to generate referrals naturally, without asking, manipulating, or creating awkward moments. Her newest book, The Referable Client Experience, expands her proven framework for building a referral-rich business through intentional client experience design. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

The holidays come fast and somehow the shopping and gifting part always seems to catch us by surprise. In this episode of Off The Wall, host David B. Armstrong, CFA is joined by Cathleen Phelps and Cecelia Gilliam from our Client Experience team as they sit down in full holiday mode to share ideas that make gifting feel fun again. From opening Roth IRAs for teens, funding 529 plans for nieces and nephews, and introducing kids to charitable giving, to practical strategies like shared family experiences, subscriptions, organizing spreadsheets, and even planning for parents who "don't need anything," the conversation covers it all. They also get into the memorable, messy, and hilarious stories that make holiday traditions special, plus creative ways to stay thoughtful without overspending. If you want ideas that actually help—without adding to December chaos—this one will brighten your season.       Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 – Disclaimers & Holiday Setup 2:45 – Making Gifting Joyful Again 6:55 – Smart Money Gifts for Kids & Family 10:14 – Experiences & Traditions 14:12 – Gifting for Adults & Practical Ideas 23:10 – Pets, Extended Family, Tight Years & Closing Connect with Monument Wealth Management:    David B. Armstrong, CFA on LinkedIn: https://www.linkedin.com/in/davidbarmstrong/   Cecelia Gilliam on LinkedIn: https://www.linkedin.com/in/cecelia-gilliam-86339a252/    Cathleen Phelps on LinkedIn: https://www.linkedin.com/in/catheendphelps/   Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About "Off the Wall":    OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our host Dave Armstrong on our website at https://monumentwealthmanagement.com   

In this quick episode, you'll learn a simple but powerful tool advisors can use to maintain strong boundaries, protect their time, and still deliver a seamless client experience. We explore why scheduled send and delay delivery matter, how they shape client expectations, and how they support the structure of your Model Week.

In this inspiring episode, Nikki Sims and Andrew Jackson sit down with two of Barbell Logic's most recognizable names: Nikki Berman (Director of Client Experience) and Coach Bekah Creek (PT and longtime BLOC coach). Together, they dive deep into what strength training for moms really looks like—during pregnancy, postpartum, deployments, sleepless nights, and every chaotic season in between. Nikki shares the full arc of her journey: from chasing "skinny" through extreme dieting and cardio, to discovering barbell training, to becoming a mother of four and finding her strongest, most capable self along the way. Her candid stories—including training through nausea, the realities of relaxin, managing back-to-back pregnancies, and an unexpected home birth—offer a rare, empowering look at motherhood through the lens of strength. Coach Bekah walks through the coaching side: how to modify programming for pregnant or postpartum clients, when to push, when to pull back, and why the marathon mindset of "something is better than nothing" can be transformational for busy moms. Together, they illustrate how strength training can anchor a woman through the most demanding phases of life. Whether you're a mother, a future mother, a coach working with pregnant/postpartum clients, or simply someone looking for hope and consistency, this conversation highlights the resilience and adaptability that define strength training for moms. What You'll Learn in This Episode Why strength matters so much for pregnant and postpartum women How to modify training through each trimester The surprising benefits of tonnage-based and RPE-based programming How to navigate fatigue, nausea, sleep deprivation, and childcare Why "all or nothing" breaks moms—and how to replace it with a sustainable mindset The physical and emotional realities of postpartum recovery How coaching support changes everything for new moms The story behind Nikki's unplanned, fast home birth  Why taking up space—not shrinking—is the real goal How strength training helps moms show up better for their kids and themselves PS: Get early access to Black Friday Sales > https://bit.ly/3LmWhx2 - Save 50% on Online Coaching and Nutrition - Save up to 50% on the Barbell Academy - Gift Strength and get a bonus month   Connect with the hosts Niki on Instagram Andrew on Instagram Connect with the show Barbell Logic on Instagram Podcast Webpage Barbell Logic on Facebook Or email podcast@barbell-logic.com

In this episode, Christina Lecuyer shares the biggest themes coming up in her client conversations: from clarity struggles to major breakthroughs. She dives into what real ROI in coaching looks like, why clarity is the ultimate accelerator, and how the people around you quietly shape your success.Christina also gets real about the truth behind “passive income,” what actually builds confidence, and the power of taking aligned action even when things feel messy. She closes with a grounded reflection on personal growth and a preview of what's ahead on the show.This one is direct, energizing, and exactly what you need if you're craving momentum. If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn! 

When you're lost, the first thing you look for is a red dot on a map that says: “You are here.” In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin walk financial advisors through the “location phase,” the very first step in their client onboarding process that transforms initial meetings into transformational ones. They break down how to replace clunky fact-finding with engaging conversation, using psychology, clear language, and a four-part framework: welcome, common ground, healthy tension, and next steps. Whether you're brand new to planning or a seasoned advisor, this episode gives you a replicable script and a strategy that builds trust and increases client engagement without feeling like a sales pitch. What to expect: How to open meetings with clarity and calm Why “tell me about” is more powerful than interrogation Tools to streamline and digitize the onboarding process The mindset shift that makes people knock on your door Resources: Submit your podcast question here! Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube Wes Young Live Website

In this episode, I sit down with Todd Pisarczyk of Momentus Wealth Management to unpack what it really looks like to go from a great advisory practice to a truly scalable, CEO-led firm. Todd shares the behind-the-scenes shifts, the unexpected realizations, and the tangible systems he built through coaching that helped him move from “doing all the things” to running a business with clarity, confidence, and a long-term vision. From refining processes to elevating the client experience, this conversation is packed with real advisor wins and practical inspiration. In this episode you'll learn: • Why even successful advisors hit a wall when their practice starts feeling like a “real business” • How documenting processes changed the game for Todd's team of eight and created repeatability for the next generation • The planning, tax, and client-experience upgrades that now keep almost every client showing up for reviews • How shifting into the CEO role brought Todd clarity, confidence, and a bigger mission for his firm • Why group coaching amplified his growth far beyond what he expectedTodd's story is an amazing reminder that growth doesn't require being a “hot mess.” Sometimes the biggest leaps come from refining what's already working, creating structure around what's been living in your head, and surrounding yourself with advisors who are building remarkable businesses too. His journey shows what's possible when you finally step into the CEO seat, create repeatable systems, and elevate your client experience with intention.Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) 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.

Webinar: See what your contacts are doing on Zillow - Mon, Dec 8 - https://followupboss.zoom.us/webinar/register/WN_-jOL8Gu3TZ2IWR_atbijlA#/registrationWhich is the better direction for you: real estate team leader or independent brokerage owner? Or even: independent teamerage owner.Get practical tips and helpful ideas to help you figure out which is right for you from Brad Nix, who helped turn two teams into brokerages. Go inside Path & Post, a brokerage that runs as a unified team of 6 staff and about two dozen agents - with a focus on onboarding and training professional Strategic Guides, creating your own systems and processes, and on making decisions based on core values.Their ultimate metric: 5-star reviews.Watch or listen to this conversation with Brad for insights into:Being open to being wrongThe path to Path & Post, an independent teamerage of 30 peopleWeighing real estate team vs independent brokerage vs independent teamerage for you and your businessMakers, doers, followers, and complainersBuilding systems to handle what your brokerage was doing for youThree core values: Respect, Unity, and the Golden RuleOnboarding and training Strategic Guides rather than real estate agents and the one metric that lets them know it's workingThe evolution of their onboarding and training from WordPress plug-in to Trainual to GuruHow to thoughtfully sequence and structure your training materials (in their case: 500 pieces of content over 90 days)How AI helps their agents become more effectiveThe 6 staff positions on their “lean, mean" teamerageHow exit strategy and consolidation weigh into the future of your real estate businessThe simple process of surprising and delighting your clientsAt the end, learn about season tickets, a bag closet, board games, and a healthy diet for your mind.Mentioned in this episode:→ https://realestateteamos.com/bot→ https://www.getguru.com/→ https://reformationbrewery.com/Connect with Brad Nix:→ https://pathpost.comConnect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

Joining me today on the podcast is Stacey Brown Randall—a returning guest and someone you're going to love hearing from again. Stacey has been on the show twice before, and today she's back to share insights from her brand-new book, The Referable Client Experience. You may also know her as the author of the multiple award-winning book Generating Business Referrals Without Asking, and as the host of the hugely popular podcast Roadmap to Referrals. Beyond her work as a consultant and coach, she's also a wife and mom of three, bringing a grounded, real-world perspective to everything she teaches. In this episode, we're diving into what it truly takes to create a client experience that naturally generates referrals—without the awkward asks or uncomfortable scripts. You won't want to miss this conversation. Topics Mentioned: Emotional Connection Client Experience Consistency in Connection Referral Strategies Key Thoughts:  The Referable Client Experience Book Overview This book explores how businesses can create a client experience that generates referrals. The focus is on being a referrable business to begin.   Enhancing Client Referral Experiences   It is important to create a referable client experience beyond just delivering results. Understanding how people feel when referring others, not just the results, highlights the need for a repeatable process to ensure consistent positive results . Focusing on client feelings is crucial for generating referrals.   Client Experience Emotional Design      Intentionally craft a client experience to align with desired outcomes. "Ideal Client Reaction Script" involves identifying 3-5 key emotions or reactions clients should experience and ensuring your process is crafted to achieve these outcomes. Enhancing Client Experience with Consistency Having a repeatable process allows for consistency in approach and delivery. Clear SOPs that are documented encourages the client experience to be analyzed from start to finish. AI and Human Connection AI has a place in client experience models, but it cannot replace human connection. Identify which touch points can be automated, and which should be done by a human.   Contact Michele: Email: Team@ScarletThreadConsulting.com Facebook: Scarlet Thread Consulting Instagram: @ScarletThreadATL Website: ScarletThreadConsulting.com LinkedIn: Michele Williams   Contact Stacey: Email: stacey@staceybrandall.com Instagram: @staceybrownrandall Facebook: Stacey Brown Randall YouTube: Referrals Without Asking LinkedIn: Stacey B Randall Website: Stacey Brown Randall   References and Resources: Work with Me The Designers' Inner Circle - Become a Member Today    CFO2Go Metrique Solutions The Referable Client Experience by Stacey Brown Randall

In real estate, most operational mistakes are not the result of bad intentions. They are the result of assumptions. You believe the tenant will know where to park, how to receive packages, how to operate the thermostat, or how to submit a maintenance request. You assume your team will know how to prepare the unit, confirm utilities, or walk a resident through the lease.But assumptions are the enemy of predictable execution.Professional developers use a tool from the software world called use cases, sometimes known as user stories, to design a process that works for the client in the real world, not the world we imagine on paper.A use case is a simple story that describes how a specific person completes a specific task under specific conditions. It forces you to see the experience through the customer's eyes, not the company's.In residential real estate, this is invaluable. ------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

In this episode, you'll learn how to create a simple, high-value year-end tax letter that makes tax season easier for your clients, their CPAs, and your team. You'll hear what to include, how to frame it as a value-add, and how to streamline the process so it becomes a repeatable system instead of a stressful scramble.We cover suggested sections for your letter, how to reinforce the behind-the-scenes work you do all year, and a practical workflow to prepare these summaries for your best clients. This episode helps you elevate your client experience, strengthen your CPA relationships, and clearly communicate the value of your planning expertise.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! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) 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 of the Uploft Interior Design Podcast, I had the pleasure of chatting with Lorna Kleidman, a remarkable client and world champion in kettlebell sport. Lorna shared her inspiring journey of starting a new career in her 40s and how she has excelled in it, all while navigating multiple home transformations with my design firm, Affordable Interior Design. We discussed her experiences moving from a city apartment to a beautiful home in the Hudson Valley, emphasizing the importance of reusing cherished pieces to create a familiar and personal space. Lorna's insights on quick decision-making and the challenges of sourcing artwork added depth to our conversation, making it a truly engaging episode that I hope you enjoy as much as I did! Timestamps:00:01:04 - Meet Lorna Kleidman: Athlete and Trainer00:08:53 - Transforming Spaces: The Design Process00:10:14 - The Importance of Reusing Furnishings00:16:11 - Lorna's New Office Space Transformation00:21:40 - Favorite Aspects of Working with a Designer00:27:03 - Final Thoughts on the Design Process00:30:01 - Where to Find Lorna Kleidman Links: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uploft.com⁠⁠⁠ ⁠⁠⁠AffordableInteriorDesign.com⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Submit your design questions⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to be featured on the show ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and access the bonus episodes Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to become an interior designer with Uploft's Interior Design Academy. Get Betsy's book: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠betsyhelmuth.com/book⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠For more about our residential interior design services, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ModernInteriorDesign.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For our commercial interior design services, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠OfficeInteriorDesign.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Us: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@uploftinteriordesign⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/UploftIntDes⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@uploftinteriordesign⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠linkedin.com/company/uploft-interior-design⁠⁠ If you enjoy the show, please spread the word and leave a review on iTunes! Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this powerful episode, Christina Lecuyer cracks open her personal playbook—hundreds of pages of lessons, mindset shifts, and real-world strategies that have shaped her success. She dives into the simple daily habits that create extraordinary results, like the underestimated power of a daily walk, taking action before you feel “ready,” and reframing anxiety into fuel.Christina also gets real about personal responsibility, the mindset behind true integrity, and why setting boundaries is non-negotiable if you want a life aligned with purpose. If you're ready to stop playing small and step fully into your potential, this episode will light a fire under you. If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn! 

Creating a business you love doesn't have to be a fantasy, and in this episode, Libby brings back her best friend and long-time advisor Jen for a real, transparent look at what it takes to reclaim your time, refine your systems, and run a thriving advisory firm with intention.

Part of the Construction Executives Live Series In this episode of Construction Executives Live, Jeremy Owens gets the opportunity to chat with Chris Hunter, founder and CEO of Marketing Heroes. Chris shares how to turn every client interaction into a Disney-level experience—from the first call with personalized responses, to seamless project updates and surprise delights, and years later with follow-up campaigns that build loyalty and referrals. Discover simple, proven ways to make clients feel like VIPs and turn one-time jobs into lifelong fans.In The Zonehttps://businessinnovatorsradio.com/in-the-zone/Source: https://businessinnovatorsradio.com/episode-48-how-to-deliver-a-disney-level-client-experience-with-chris-hunter

Ever stop to think how one small word can change the entire vibe of your business? In this episode, Libby breaks down why saying “s—--” might be holding you back — and how a simple language shift can transform how clients see your firm and how your team sees themselves.You'll learn how swapping your language builds confidence, strengthens culture, and positions your practice as a cohesive, professional unit.

In this episode, Christina Lecuyer gets real about clarity, boundaries, and choosing yourself—especially when the holiday season starts pulling you in every direction. If you've ever struggled to say no, felt guilty prioritizing your needs, or found yourself overwhelmed trying to make everyone happy, this conversation is one you'll want to hear.Christina breaks down what it means to be “selfish” in a way that's actually healthy, empowering, and necessary for a life that feels aligned. Because when you're clear on what you want, you not only show up better for yourself—you show up better for everyone around you.

Are you ready to become referable? Join me as I break down the final section of my new book, The Referable Client Experience. Part three focuses on bridging the gap to referrals, identifying your referral hot zones, and using the appropriate referral seed language at the right moments. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/387

Welcome to another insightful episode of Build a Better Agency! This week, host Drew McLellan welcomes renowned author, speaker, and client experience expert Neen James for a thought-provoking discussion that will challenge agency leaders to rethink how they deliver value. Together, they explore the concept of "luxury" in the context of client service and agency culture—not just as something exclusive or material, but as a mindset centered on attention, connection, and making others feel truly seen and valued. Neen shares the findings from her latest book and a groundbreaking research study that uncovers four distinct "luxury mindsets." She explains how every agency, regardless of size or specialty, can elevate their client experience by understanding these mindsets and tailoring interactions to meet (and exceed) unique client expectations. Through vivid examples drawn from luxury brands and her own experiences consulting for CEOs, Neen demonstrates how agencies can create a sense of belonging and reward for their clients, making every client touchpoint feel like a delightful, memorable experience. Drew and Neen also dive into practical strategies for agency owners to foster a culture of "systematized thoughtfulness." From reimagining yourself and your team as concierges rather than order-takers, to implementing routines that ensure consistent, meaningful outreach to clients and internal teams, Neen offers actionable advice for embedding luxury-level attention into daily operations. They also discuss the significance of empowering team members, the importance of internal culture in reflecting client experience, and creative ways to find "champagne moments" in both everyday interactions and brand touchpoints.   If you're ready to stand out in a crowded marketplace, retain happier clients and employees, and transform ordinary agency processes into extraordinary experiences, this episode is not to be missed. By the end, you'll have fresh inspiration and tangible tactics to make your agency a place where both clients and team members feel genuinely valued—every single day.   A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here. What You Will Learn in This Episode: Rethinking "luxury" as an elevated client experience   The four luxury mindsets and how they influence agency relationships Why attention and human connection are key differentiators for agencies The role of personalization, customization, and anticipation in delivering exceptional service The importance of treating employees as "internal clients" to empower them to delight external clients Turning everyday moments into memorable "champagne moments" Systematizing thoughtfulness as a business development strategy