Podcasts about client experience

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

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

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

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

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

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

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

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

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

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

A Future of Finance interview with Rob Krugman, Chief Digital Officer at Broadridge Interview.Rob Krugman, Chief Digital Officer at Broadridge, speaks to Bob Currie about how financial services organisations are thinking about their futures and how Broadridge applies a customer-led Agile development approach to drive its innovation strategy.Recognising that not every development idea will result in a live implementation, Krugman explores what makes the difference between success and failure and how it has applied this thinking to business use-cases, including the development of its ClearFi data insights platform and its distributed ledger repo solution. In managing its innovation lab, 605 Studios, Krugman explains how Broadridge supports a mix of ‘disruptive' and ‘synergistic' project initiatives, explaining why disruptive projects typically grow most effectively within the innovation hub, while synergistic projects may be better nurtured within existing business units and product teams.In doing so, Broadridge adopts a UniFI approach that attempts to break down the barriers between digital and traditional silos, with blockchain, tokenisation and AI technologies playing a central role in defining their mutual evolution. Hosted on Acast. See acast.com/privacy for more information.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

On this week's episode of Taking Care of Business, Recruitment Director Kameron Hutchinson is joined by Cecilia Reinaldo, Chief Commercial Officer at Aldar Developments. Together, they dive into the power of personal branding in real estate, how agents are falling short when it comes to delivering a standout customer experience, and why accountability is a non-negotiable for long-term success.Whether you're a new agent breaking into the Dubai market or an experienced professional looking to sharpen your edge, this episode is packed with insights you won't want to miss.00:00 Introduction and Guest Welcome00:19 Getting into Real Estate in Dubai01:11 Finding Passion in Sales01:28 Keys to Success in Sales04:30 Handling Pressure and Rejection06:42 The Importance of Process and Structure10:04 New Agents in Dubai's Real Estate Market13:50 Personal Branding and Social Media18:32 Challenges and Success as a Woman in Business23:04 Customer Experience and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

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

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

Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer!  In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—without becoming tax preparers.   What You'll Learn in This Episode: ✅ Why tax planning is one of the biggest value-adds for financial advisors  ✅ How to avoid common tax-reporting mistakes that cost clients  ✅ The power of proactive CPA collaboration and how to simplify the process  ✅ Easy, actionable tax planning strategies for advisors at every level  ✅ How to build repeatable systems for tax conversations all year long  Tax planning doesn't have to be complicated to be impactful. Steven shares simple but effective strategies that will help you educate clients, communicate more effectively with CPAs, and confidently incorporate tax planning into your advisory practice. If you want to elevate your client experience and stand out in the industry, this episode is a must-listen! 

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

Learn more about Uncapped and Apply HERESummaryIn this episode, Christa discusses the critical decision photographers face between focusing on marketing or refining their business processes. She emphasizes the importance of establishing sustainable practices before scaling, highlighting the pitfalls of scaling a broken process. Christa advocates for a full-service approach that enhances client experience and value, while also addressing common mindset blocks that prevent photographers from making necessary changes. The conversation provides actionable insights for photographers looking to build a sustainable and profitable business.TakeawaysPhotographers often struggle with whether to market or refine processes first.Scaling a broken process can lead to confusion and burnout.A full-service approach adds value beyond just digital images.Setting clear pricing and processes is essential for sustainability.Mindset blocks can prevent photographers from making necessary changes.Incentives like gift cards can help attract clients while maintaining value.It's important to shift pricing and processes without waiting for the perfect moment.Building a business that aligns with your values is crucial for long-term success.Less is more; focusing on fewer clients can lead to higher profits.Clientele may shift over time, and that's a normal part of growth.Want to learn more about Uncapped?Learn more about Uncapped and Apply HEREThanks 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!

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with a wealth channel veteran who has an innate and developed view of working with wealth.We sat down in the studio with Adam Bobker. Adam joined Fortress Investment Group in 2022 to build out their wealth business as Managing Director, Global Co-Head of Private Wealth Solutions. He oversees strategy, distribution, marketing, product development, and client management activities across Fortress' investment programs.Prior to joining Fortress, Adam was a MD and Head of the Private Wealth Advisory Group at BlackRock, where he spent 22 years. He led a team focusing on private wealth management and institutional consultant channels, as well as business development for BlackRock's hedge fund, private equity, private credit, and real asset platforms.Adam and I had a fascinating conversation about how to build a wealth solutions business. We discussed:The entrepreneurial nature of building a business for the wealth channel.Lessons that can be learned from other industries.Why selling into the wealth channel is like being a doctor.Why understanding the DNA of an asset management firm matters when building a wealth solutions business.What Adam looks for in a successful distribution professional and when building a distribution team.How to create scalability and leverage with a distribution team.How to structure products for the wealth channel.How to get into model portfolios.Thanks Adam for coming on the show to share your wisdom and expertise in private markets and wealth management.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions01:23 Podcast Theme Song02:01 Introduction to Today's Guest: Adam Bobker02:40 Building a Wealth Solutions Business03:40 The Importance of Client Relationships04:09 Understanding Client Needs05:10 Evolution of Wealth Management07:04 The Role of Education in Wealth Management07:14 Innovative Investment Structures08:22 Model Portfolios and Custom Solutions13:05 Strategic Partnerships in Wealth Management17:30 The Importance of Technology in Wealth Management18:18 Adam's Transition to Fortress18:36 Building a Wealth Business at Fortress19:00 Innovative Strategies at Fortress20:13 Focus Areas for Fortress Wealth Business21:22 Evergreen Structures in Wealth Management22:08 Advisor Psychology and Evergreen Structures23:57 Suitability of Strategies for Evergreen Funds25:14 Managing Evergreen Funds27:12 Opportunities in Real Estate Credit27:55 Investor Hesitation and Education28:03 Immediate Exposure with Semi-Liquid Funds28:33 Are Evergreen Structures Better for Investors?28:39 The Future of Investment Strategies28:57 Industry Flows and Semi-Liquid Funds29:20 Impact on Alternative Asset Management29:29 Consolidation and Strategy Expansion29:58 Focus on Whole Portfolio Delivery30:31 Building a Strong Team31:17 Consultative Sales Approach31:56 Effective Communication in Wealth Management32:58 Importance of Brand in Asset Management33:38 Client Experience and Technology Providers34:03 In-House vs. Third-Party Services36:34 Mainstreaming Private Markets37:24 Commitment to Wealth Channel39:11 Transforming Investment Strategies39:50 Art and Science of Portfolio Construction42:08 Transparency and Liquidity in Private Markets43:05 Product Innovation and Asset Liability Mismatch45:45 Evergreen vs. Closed-End Funds47:27 Evolution of Fund of Funds Business48:22 Wealth Platforms and Private Markets49:51 Convergence of Institutional and Wealth Management51:10 Future of Alternative Asset Management51:54 Fee Compression in the Industry53:07 Raising Allocation to Alternatives55:14 Innovative and Pioneering Strategies Editing and post-production work for this episode was provided by The Podcast Consultant.

How do you grow a remote-first team from 30 to over 100 while still being voted a "great place to work"? Ginger Boyll says it’s part Agile mindset, part trust, and part Dungeons & Dragons—and we’re not arguing. Overview In this episode of the Agile Mentors Podcast, guest host Scott Dunn sits down with Ginger Boyll, Director of Client Experience at Stable Kernel, for a refreshingly candid conversation about leadership, collaboration, and creating cultures where people thrive, even remotely. From the magic of psychological safety to timesheet woes, CliftonStrengths charts, and the underrated art of letting someone else just do the thing, this episode is a masterclass in how empathy and agility show up far beyond process. References and resources mentioned in the show: Ginger Boyll Stable Kernel The Fearless Organization by Amy Edmonson Range by David Epstein Built to Last by Jim Collins Unreasonable Hospitality by Will Guidara The Tipping Point by Malcolm Gladwell The Coaching Habit by Michael Bungay Stanier Paul Graham’s Maker’s Schedule, Manager’s Schedule 25 Questions That Will Help You Know Your Teammates Better Join the Agile Mentors Community Subscribe to the Agile Mentors Podcast Want to get involved? This show is designed for you, and we’d love your input. Enjoyed what you heard today? Please leave a rating and a review. It really helps, and we read every single one. Got an Agile subject you’d like us to discuss or a question that needs an answer? Share your thoughts with us at podcast@mountaingoatsoftware.com This episode’s presenters are: Scott Dunn is a Certified Enterprise Coach and Scrum Trainer with over 20 years of experience coaching and training companies like NASA, EMC/Dell Technologies, Yahoo!, Technicolor, and eBay to transition to an agile approach using Scrum. Ginger Boyll is the Director of Client Experience at Stable Kernel. She is a natural problem-solver with a passion for people, bringing deep experience in Agile delivery, tech strategy, and cross-functional collaboration to every project she touches.

Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate!What you'll learn in this episode:The key mistakes advisors make when choosing and using their CRM How to ensure your tech stack aligns with your business goals and client experiencesThe role of AI and automation in streamlining advisory services Why understanding your ideal client is crucial for scaling your firmHow to transition from reactive to proactive client service with smart tech integrations If you've ever wondered whether your tech is working for you—or against you—this episode is a must-listen! Tune in and discover how to make technology your biggest business ally.-----------------------Register HERE for the Asset+Map Webinar!Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

In this episode, Ray Sclafani discusses the common pitfalls of growth in advisory firms, emphasizing that not all growth is beneficial. He introduces the concept of the ensemble model, which promotes teamwork over individual heroics, and highlights the importance of technology as a supportive tool rather than a crutch. The episode concludes with a call to action for firms to grow with intention, aligning their growth strategies with their core values and infrastructure.Key TakeawaysGrowth without structure leads to chaos.Technology should support, not dictate strategy.Successful firms will grow with intention and clarity.Evaluate if growth is by design or default.Infrastructure must be ready for growth stages.Focus on building a business, not just expanding a practice.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.

Want a fresh set of eyes on your business? Get ahead of the chaos—book your call now: https://calendly.com/spf-leo/spf-mastermind-discovery-call What's up, guys—Uncle Vinny here.I'm back behind the mic after some travel and life stuff… but this one's important.We're diving into two big topics today: tariffs and retention—and how both are about to smack gym owners right in the face if you're not paying attention. I break down what I've learned from some seriously smart finance people (not from watching the news), and explain how this stuff could affect your clients and your business.But most importantly—I'm sharing exactly what we did at Gabriele Fitness to drop our attrition rate to 1.5%. That's the lowest it's ever been. I'm talking real strategies, real results—no fluff. If you're trying to keep your members happy, showing up, and not canceling, you'll want to hear this one. Top 5 Key PointsFocus on What You Can Actually ControlYou can't control the economy, politics, or what China does. But you can control your fitness, your food, your time, your team—and how hard you work. Do that.Fear is in the Air—That Affects SpendingTariffs are creating uncertainty, and uncertainty makes people think twice before spending money. If your clients feel unsure, your gym could end up on the chopping block—unless you show them you're worth every penny.Keep What You've GotWhen it gets harder to bring in new leads, your best bet is to double down on the clients you already have. Our motto: Operation: Don't Lose Anybody. That's how we cut attrition to 1.5%.Add Real Value (Not More Sessions)Personalization, connection, and community win. Automated birthday emails don't cut it. We did stuff like personalized holiday videos and ran an epic March Madness event just for members. That's what people actually care about.Don't Be Afraid to Lead HardWhen someone tries to cancel or go on hold, challenge them. Remind them why they started. People are secretly begging to be led—especially in times like these. Be the leader they're looking for. Want a fresh set of eyes on your business? Get ahead of the chaos—book your call now: https://calendly.com/spf-leo/spf-mastermind-discovery-call 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!

Ready to stay ahead in this shifting, tariff-driven climate? Book your complimentary strategy call today and let's map out a game plan for growth: https://calendly.com/spf-leo/spf-mastermind-discovery-call In this raw and unfiltered episode of Ask Vince, Vince Gabriele fires straight from the hip on how gym owners can (and must) prepare for a shaky economy. With tariffs looming, prices rising, and fear thick in the air, Vince delivers a wake-up call: this isn't the time to coast—this is wartime CEO season.The episode kicks off with a preview of the upcoming July Mastermind event, featuring one of Vince's biggest gets ever—Ari Weinzweig of Zingerman's. From there, Vince dives deep into the power of his Elite Consulting Days, showing how a fresh perspective can expose profit leaks, mindset issues, and operational inefficiencies that are keeping gym owners stuck.The theme? Leadership, discipline, and decisiveness. Vince shows you how to hold the line, protect your business, and come out ahead—because “this too shall pass,” but only if you do the work. Top 5 Key Takeaways:1. Fresh Eyes Save Lives (and Businesses)Vince's Elite Consulting Days give gym owners a full-day deep dive into their business. These sessions uncover things owners are blind to—from bloated payroll to underpriced services—and give them a clear plan of action. Spoiler: you're probably undercharging, overworking, and bleeding cash without knowing it.2. The Economy is Messy—Fear is the Real EnemyTariffs are triggering fear, and fear changes behavior. Clients start cutting non-essentials (like gyms). Vince warns: you don't need to be an economist, but you must understand how economic perception affects your clients' decisions.3. Retention is KingHold onto what you've got. Vince shares how GFP slashed attrition to 1.5% by tracking attendance patterns, improving service, and doing more with less. His advice? Double down on delivering massive value and keep clients delighted, not just satisfied.4. Embrace Wartime LeadershipNow's the time to act like a wartime CEO: raise your standards, get disciplined, audit everything, and trim the fat—especially B-players on your team. Vince's favorite wartime move? Audit your billing and slash waste like your business depends on it—because it does.5. The Mindset Shift is Non-NegotiableWhen uncertainty hits, owners need to rewire their thinking. Vince lays out a wartime mindset playbook: think long-term, take massive ownership, and tighten up every aspect of life—from fitness to finances. As he says, “You gotta do more and better for less… and still win.” Ready to stay ahead in this shifting, tariff-driven climate? Book your complimentary strategy call today and let's map out a game plan for growth: https://calendly.com/spf-leo/spf-mastermind-discovery-call 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!

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In this episode, we're tackling a challenge many financial advisors face: how to politely and confidently communicate that there's a fee for your time, expertise, and services outside your core offerings. You'll learn simple, professional phrases you can start using right away to set boundaries—without sounding cold or salesy.We'll reframe the mindset around charging for “quick” advice and explore how to confidently show the value behind your experience. This episode is your reminder that quick doesn't mean cheap, and your efficiency is a gift—one worth charging for.-----------------------Register HERE for the Asset+Map Webinar!Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Want to connect with Britt?  Website: www.brittcroft.comInstagram: www.instagram.com/brittcroftphotoThe Album Concierge: www.instagram.com/thealbumconciergeSummaryIn this conversation, Britt Croft shares her inspiring journey from nearly quitting photography to building a successful six-figure business. She discusses her transition from wedding photography to full-service portraits, the challenges she faced, and how embracing discomfort led to significant growth. Britt also highlights her new venture, The Album Concierge, which supports luxury wedding photographers in providing high-quality products to their clients. Throughout the discussion, she emphasizes the importance of investing in education and coaching to navigate the evolving landscape of photography.TakeawaysBritt transitioned from wedding photography to full-service portraits.Embracing discomfort is essential for growth and success.Investing in coaching has been a game changer for Britt.Building relationships with clients is crucial for a successful business.The Album Concierge helps photographers provide high-quality products.Britt's average sale increased significantly after pivoting to full service.Trusting the process is vital when facing challenges.Discomfort often precedes significant breakthroughs.Britt emphasizes the importance of physical products in photography.Networking and collaboration can enhance business opportunities.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!

Pull back the curtain on a Master Hour inside the Advisor Accelerator, where Sarah Williams of Rebel Office Inc and the host of IT'S A VIBE Podcast joins us to talk about client experience! We dive into topics like client retention, the art of client onboarding/offboarding, and the power of nurturing long-term relationships with clients. Plus, we cover nuanced topics like how to create personalized touch-points that strike a balance between professional boundaries and friendly engagement + incentivizing referrals in a way that feels authentic rather than transactional. (This is a replay episode that originally aired in April 2024)

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today's episode, we'll discuss why it's time to ditch the traditional “annual review” and what to do instead. You'll discover how a simple shift in language—from review to strategy session—can elevate your client experience, change the energy in the room, and position you as the proactive guide your clients truly need.

In this episode, we sit down with Andy Seavers, CEO and co-founder of Case Status, a groundbreaking client engagement platform built to transform how law firms communicate with their clients. From his early days chasing a record deal with his high school band to becoming a tech-savvy entrepreneur deeply entrenched in legal innovation, Andy shares a candid and inspiring journey of resilience, creativity, and business insight. He opens up about the origin story of Case Status, born out of real pain points in the legal world, and how they pushed against industry resistance to bring modern, client-centered solutions to law firms across the country. Andy dives into how Case Status leverages AI, data, and sentiment analysis to improve client satisfaction and streamline legal operations—without cutting corners on care or compliance. He also talks about building a company culture that's “RAD” (Radically Disruptive, Actively Curious, and Dedicated to the Team), the lessons learned from startup life and raising over $30 million in funding, and the personal rhythms that keep him grounded—whether that's flying a plane, playing guitar, or hitting the golf course. This conversation is packed with wisdom for entrepreneurs, technologists, and legal professionals alike. Takeaways: The legal industry, traditionally resistant to change, is now embracing technology—especially in client engagement and communication—as a necessary step toward improving service and efficiency.Providing transparency, timely communication, and proactive service is no longer optional. Law firms are being challenged to match the accessibility and visibility clients expect from other industries, like banking.Artificial intelligence is not about eliminating jobs in law; it's about enhancing communication, improving response quality, and enabling legal teams to focus on complex tasks by handling repetitive ones more efficiently.Some of the most impactful tech advancements happen in industries others overlook. By identifying real pain points in legal client communication, significant business opportunities can emerge.Building a strong internal culture with clear values—like being radically disruptive, actively curious, and team-oriented—can align a team, fuel innovation, and maintain motivation through challenges.Operating frameworks like EOS (Entrepreneurial Operating System) help teams align around long-term goals, make smarter decisions, and stay focused on impactful work across all departments.Creating separation between work and home, building in-person culture hubs, and carving out personal time for hobbies or passions can be essential for avoiding burnout—especially in high-growth startup environments.

FULL SHOW NOTES: https://www.haileyrowe.com/client-experienceJoin my free Facebook community for business support & to connect with other health coaches: https://www.facebook.com/groups/themarketinghubgroup/Facebook: https://www.facebook.com/haileyrowecoachInstagram: https://www.instagram.com/hailey_roweTwitter: https://www.twitter.com/hailey_rowe

Would you believe me if I said I just bought a brand new car… after buying the exact same brand new car in 2023? In today's episode, I'm sharing the story of my rough car troubles and the treatment from the dealership that brought me back as a customer. I'm also diving into the lesson learned from the experience, which proves that client experience matters more than anything else in your business. The Shoot It Straight Podcast is brought to you by Sabrina Gebhardt, photographer and educator. Join us each week as we discuss what it's like to be a female creative entrepreneur while balancing entrepreneurship and motherhood. If you're trying to find balance in this exciting place you're in, yet willing to talk about the hard stuff too, Shoot It Straight Podcast is here to share practical and tangible takeaways to help you shoot it straight.This episode is brought to you by my new free quiz, What's Your Photographer Marketing Personality? This quiz is designed to identify your strengths when it comes to marketing, plus what might be holding you back. If you're ready to say goodbye to overwhelm, exhaustion, and dead ends when it comes to your marketing, take the quiz today.Take the Quiz >>Review the Show Notes:The backstory on my 2023 brand new car (0:46)Being treated like a dealership VIP (4:03)Why client experience matters more than anything else (8:52)Connect with Sabrina:What's Your Photographer Marketing Personality? Quiz: sabrinagebhardt.com/marketing-quizEpisode 92 Marketing I Learned From A Car Salesman: sabrinagebhardt.com/podcast/92-marketingInstagram: instagram.com/sabrinagebhardtphotographyWebsite: sabrinagebhardt.com Hosted on Acast. See acast.com/privacy for more information.

In this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven landscape. As technology reshapes the industry, how can advisors stay ahead, continue to deliver exceptional value, and ensure their businesses remain competitive? Adam shares his insights on the challenges advisors face and the strategic shifts necessary to thrive in the future.Key Takeaways:How AI and automation are reshaping financial planningWhy relationship currency is no longer enough to retain clientsThe importance of proactively delivering value before clients askStrategies for engaging the next generation of clientsRethinking fee structures to align with the modern advisory modelAdam and I explore what it takes to remain relevant in an era where technology can generate financial plans in seconds. He challenges advisors to ask themselves: Do my clients see my value as greater than the cost? If not, it's time for a strategic shift. Tune in to learn how you can future-proof your business and create a client experience that sets you apart.-----------------------Register HERE for the Asset+Map Webinar!Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Want your client emails to actually get read? In this bite-sized solo episode, Colie shares the three things every email in your client experience must include—whether it's automated or not. If your messages are getting ghosted or you're stuck rewriting the same email over and over, this is your sign to simplify and streamline. These tips will help you write emails that sound like you and actually move your clients forward.Find it Quickly00:00 – Why most emails fall flat01:11 – The real purpose of your emails02:25 – How to inject personality (yes, GIFs count!)04:57 – The secret power of a preview06:13 – Quick challenge to improve your emailsReady to write emails you're actually proud of? Join the free 3-day Systems Glow-Up: Email Edition starting April 29th → coliejames.com/glowup

In this episode of She Sells He Sells, Brian sits down with Tim Langhauser, co-founder of Compass Home Group, to discuss how building solid business systems and tracking the right metrics led to their success in real estate. Tim shares insights on creating processes that enable team growth, why boring daily consistency leads to extraordinary results, and how their client-focused events build a community of "big mouths" who drive referrals. From spreadsheet tracking to Easter egg hunts, discover how this data-driven approach to relationship building transformed their business. Listen in for: - How Tim and his business partner Michele complement each other's strengths to grow their real estate empire [07:10] - Why the "boring" daily tasks are actually what make entrepreneurs successful [09:40] - The real ROI behind client experience events like Easter egg hunts with 350+ people [18:45] - How creating systems transformed their 88% referral-based business [20:30] - Why tracking metrics like text messages and handwritten notes matters for growth [13:30] - The R&D (ripoff and duplicate) strategy that helps them implement great ideas quickly [22:20] - How to build a "big mouth community" that generates endless referrals [29:01] - Tim's simple yet powerful advice for implementing systems in your business [35:55] Whether you're a real estate professional, entrepreneur, or business leader looking to scale, Tim's insights offer a refreshing perspective on what truly drives success. Connect with Tim: IG:  https://www.instagram.com/timlanghauser/ https://www.instagram.com/compasshomegroup/ Website:  https://www.compasshomegroup.com/ ---- What's Your Sales Style?  Find out here! https://www.kristademcher.com/sales-style-quiz Follow us on YouTube: https://www.youtube.com/channel/UCfQNMxt1N_x6vO_dnizVu2g Follow SHE SELLS HE SELLS on IG: https://www.instagram.com/shesellshesellspodcast

What if launching your law firm amidst competition isn't about having it all figured out, but about taking the plunge with unwavering determination and adaptability? In this episode of The Game Changing Attorney Podcast, host Michael Mogill sits down with Charles Buist and Nicholas Spetsas, the formidable duo behind a rapidly growing law firm in Orlando. Join us as we delve into their inspiring journey from shared dreams in a cramped one-bedroom apartment to the strategic decisions that helped them navigate the challenges of launching a firm from scratch. Here's what you'll learn: How taking strategic risks early in your career can pave the way for future success The critical role of a client-centric approach in differentiating a law firm, ensuring lasting relationships and trust by prioritizing client needs and maintaining excellent service The impact of leveraging advanced technology and personalized leadership strategies, like AI, Kolbe, and PRINT assessments, to foster team growth and enhance operational efficiency in a thriving law firm Tune in as they unpack their evolution from law school allies to entrepreneurial partners, revealing the bold bets, unrelenting commitment, and client-first mindset that drove their explosive growth from day one. With an emphasis on emotional connection, tech-forward operations, and agile leadership, Charles and Nick's story is packed with battle-tested strategies and hard-earned insights for any law firm looking to stand out — and win — in today's hyper-competitive market. ---- Show Notes: 00:00 – Introduction 03:11 – From Law School Roommates to Law Firm Founders 06:19 – Building the Firm During Uncertainty and Sleepless Nights 11:45 – The Turning Point: A Case That Changed Everything 14:31 – Competing in One of the Nation's Toughest Legal Markets 18:34 – Team Composition, Growth Strategy, and Embracing AI 23:37 – Leadership Lessons: Individual Focus and Effective Communication 27:55 – Defining Firm Culture: Excellence, Empathy & Evolution 42:08 – Personal Growth, Client Experience & What's Next ---- Links & Resources: Charles Buist Nicholas Spetsas Mark Cuban Lior Weinstein Chris Voss The Bachelorette ---- Do you love this podcast and want to see more game changing content? Subscribe to our YouTube channel. ---- Past guests on The Game Changing Attorney Podcast include David Goggins, John Morgan, Alex Hormozi, Randi McGinn, Kim Scott, Chris Voss, Kevin O'Leary, Laura Wasser, John Maxwell, Mark Lanier, Robert Greene, and many more. ---- If you enjoyed this episode, you may also like: 323. James Lawrence — The Power of One More: A Journey of Grit and Determination 259. David Craig — How to Build a Law Firm That Stands the Test of Time 246. AMMA — From Burnout to Breakthrough: The Key Differences Between Winners and Losers

In this episode of Remodelers on the Rise, Kyle sits down with Mason and Andy to unpack the lessons they've learned growing their remodeling business. From building a solid online presence to navigating the shift toward higher-end projects, they share what's working—and what's not. You'll hear real talk about marketing strategies, hiring the right team, improving sales processes, and why narrowing your focus can actually help you scale. If you've ever wondered how to grow smarter (not just bigger), this episode is packed with practical insights every remodeler can apply. ----- Today's episode is sponsored by Contractor Growth Network. Discover how to build a brand that stands out at contractorgrowthnetwork.com. ----- 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 The importance of a strong online presence and branding. Utilizing Google reviews to enhance credibility. Narrowing project focus can streamline operations. Strategic partnerships can lead to larger projects. Consistent marketing efforts are crucial for growth. Enhancing client experience can lead to repeat business. Effective communication with past clients is key. Evaluating marketing tactics for better ROI is essential. Hiring strategies should align with business growth goals. Improving the sales process can increase conversion rates. ----- Chapters 00:00 Introduction to Welcome Home Remodeling 04:09 Mason and Andy's Journey in Remodeling 06:57 Marketing Challenges and Opportunities 10:02 The Importance of a Strong Online Presence 13:07 Enhancing Client Experience and Engagement 16:02 Strategic Partnerships for Growth 19:05 Narrowing Focus for Better Results 22:03 Understanding SEO and Google Ads 25:11 Transitioning to Higher-End Projects 28:39 Evaluating Marketing Strategies: Trade Shows vs. Digital 32:01 Enhancing Sales Processes for Better Client Engagement 33:55 Hiring Strategies: Balancing Experience and Growth 37:33 Narrowing Focus for Training and Efficiency 40:29 Identifying Bottlenecks in Growth 44:02 Key Takeaways and Future Directions