Podcasts about client experience

In this episode, Libby Greiwe shares a practical perspective on using AI in your advisory practice without sacrificing authenticity

Join Megan's Rise To the Top Facebook Group Here: https://www.facebook.com/groups/risetothetopwithmegandipiero/Read her book, She Sells, here: https://megandipierocoaching.com/she-sellsSummaryIn this engaging conversation, Megan DiPiero shares her journey as a successful photographer and educator, emphasizing the importance of mindset, pricing strategy, and creating a full-service experience for clients. She discusses the challenges photographers face in a competitive market and offers insights on how to break free from low pricing cycles. Megan also highlights the significance of valuing one's work and the transformative power of providing exceptional service. Listeners are encouraged to embrace their passion for photography while also thinking like business owners to achieve profitability.TakeawaysSuccess comes down to method, mindset, and magic.Mindset is the first most important thing in business.Understanding your cost of doing business is crucial.You can create a sustainable, profitable business.You don't have to compete in a race to the bottom.Providing a full-service experience enhances client satisfaction.Clients will pay for convenience and exceptional service.Transitioning to full-service photography can be done quickly.You can achieve high pricing in any market.Your passion for photography can lead to profitability.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!

What happens when business partners don't plan for the unexpected? In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin tackle a complex but critical aspect of estate planning: what happens to a business when one partner passes away, and how to avoid the unintended consequences that can follow. Wes shares real-life stories of business owners who lacked buy-sell agreements, revealing how the absence of clear planning can lead to friction, stalled growth, and strained family dynamics. The conversation expands beyond logistics to explore how business owners can intentionally pass down values, expectations, and vision, creating not just an inheritance but a living heritage. What to expect from their conversation: How to structure a business-focused estate planning conversation Common planning gaps that lead to family conflict or business strain Buy-sell agreements, key person insurance, and optional property agreements How to turn business planning into a tool for heritage and leadership Resources: Submit your podcast question here! Transform your practice! Previous Episodes of Interest: The New Client Experience: Location The New Client Experience: Expectation The New Client Experience: Direction - Increasing Family Bank Velocity The New Client Experience: Direction - Unleashing Human Potential Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube Wes Young Live Website

In this episode, Libby sits down with transition expert Shelby to unpack the increasingly complex landscape of advisor independence. With more channels, platforms, and business models than ever before, many advisors feel the pull to explore new options — but don't know where to start. Together, they walk through how to think strategically about change, avoid costly missteps, and design a transition that truly supports your long-term vision

Most wedding pros believe the client journey wraps up when the event is over, but in this episode, I'm breaking down why that mindset is leaving referrals, trust, and long-term growth on the table. I walk you through the entire client journey—from the very first website click and inquiry email, all the way to post-wedding follow-ups, reviews, and referrals that can fuel your business for years. We talk about why client experience is the marketing you don't have to pay for, and how intentional touchpoints can set you apart in an increasingly saturated market.I also share real, behind-the-scenes examples from my years as a planner—what actually worked, what I systemized, and how small but thoughtful moments created massive loyalty. From pre-booking communication and onboarding to gifting, check-ins, and offboarding, this episode is about designing a client experience that builds confidence, eases stress, and keeps you top of mind long after the wedding is over. If you've ever wondered where the gaps might be in your process—or why past clients aren't sending referrals—this conversation will help you see your business through a completely new lens.I would love to connect on Facebook: https://www.facebook.com/JenTaylorConsulting/ & Instagram: https://www.instagram.com/jentaylorconsulting/!Resources Mentioned:Book a Free Business AuditShow notes available at: https://jentaylorconsulting.com/design-your-wedding-business-podcast/

In this episode of the Builders of Authority Podcast, I sit down with Ashley Fitzgerald of Studio Epik to talk about building authority through branding, leadership, and systems.We break down why most business owners struggle with control, how processes actually create freedom, and why brand consistency matters more than chasing short term leads. Ashley shares lessons from scaling multiple brands, hiring the right team, and creating a client experience that drives referrals and long term growth.If you are an entrepreneur or contractor looking to build a business that lasts, this episode delivers practical insight you can apply immediately.Connect with Studio EpikWebsite: www.studioepik.comFB: https://www.facebook.com/epikdesignandbuildConnect with Builders of AuthorityWebsite: https://buildauthority.comFREE Facebook Group: https://www.facebook.com/groups/7685392924809322BOA Mastermind: https://buildauthority.co/order-form-mastermindGoHighLevel Extended 30-day Free Trial w/TONS of Personal Branding Bonuses: http://gohighlevel.com/adammcchesney

In this engaging conversation, Christina and Richart Ruddie explore the journey of entrepreneurship, the importance of taking action over excessive planning, and the role of mentorship in shaping careers. Rich shares his insights on defining success, the significance of gratitude, and the attributes that contribute to success in business. They discuss the challenges and rewards of building company culture, the dynamics of remote work, and the qualities that make employees successful. The conversation concludes with Rich's thoughts on leadership and the importance of human connection in today's world.About The Guest: Richart Ruddie is the founder and CEO of Captain Compliance a data privacy and compliance software company that protects businesses large and small from privacy litigation risks while building trust with their end users. Connect with him on Linkedin.If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn! 

In this episode, Libby sits down with Mando to unpack how financial advisors can intentionally use LinkedIn as a repeatable marketing and prospecting system. They dive into what actually works, what most advisors get wrong, and why consistency, clarity, and relevance matter far more than chasing the latest algorithm trend. This conversation is a behind-the-scenes look at how one advisor built a thriving practice by treating social media like a real business development strategy, not a side project.

Most businesses don't stall before the sale, they stall after it. In today's episode, Lori continues the Client Journey Series with two stages that determine whether trust strengthens or disappears: Convert and Experience. Convert is not about convincing someone to buy. It's about stabilizing the decision, setting clear expectations, and helping a new client feel steady enough to move forward without second-guessing. Then Lori breaks down why Experience is not what you deliver, it's how your clients feel while working with you. When communication is clear and progress is acknowledged, clients feel safe, confident, and capable. When it's not, even strong results can feel disappointing. You'll also hear how these stages shift across the four business phases (Figure It Out, Work It Out, Rock It Out, Boss It Out) so you can design a process that creates momentum, referrals, and repeat business. What You'll Learn How to turn the post-sale moment into a trust-building orientation that prevents hesitation and drop-off How to design a client experience that reduces friction and increases retention and referrals How Convert and Experience should evolve based on your current stage of business growth   Schedule your Profitable Path Blueprint call.  If you're considering working together and want to see if it's a fit, book a Profitable Path Blueprint Call. It's a simple, no-pressure conversation to decide whether working together makes sense.    Resources: Click HERE to receive your free gift - Get Clients to Say "YES!" The Ultimate Social Proof Checklist Every Business Needs to Build Trust and Boost Sales   Join Lori's private Facebook group - The Midlife Business Academy. A Facebook group for The Typewriter Generation!  A community to share business growth strategies that work for us! Join now!     Connect with Lori Follow me on social media - grab other free resources of book a call - it's all right here!

Chris shares how the pandemic prompted a fundamental shift in how he viewed his role as a lawyer — from focusing primarily on results to becoming deeply intentional about how clients feel at every stage of representation. He explains why client service begins at intake, long before a fee agreement is signed, and why firms that ignore the client experience do so at their own risk. With honesty, humor, and concrete examples, Chris discusses:Why client experience starts at the first phone call — and how tone, empathy, and responsiveness shape trustHow over-communication beats silence, even when there are no case updatesUsing client portals, automation, and surveys to improve communication without increasing attorney workloadTurning clients into “raving fans” who drive referrals long after a case endsWhy unhappy clients rarely complain directly — but always remember poor communicationHow brutal honesty, delivered with care, strengthens client relationshipsThe parallels between law firms and service businesses like restaurants and AmazonHow improving client experience benefits not only clients, but also staff morale and firm culture Chris emphasizes that most of the most impactful improvements to client experience are low-cost or free, requiring intention rather than technology — and that firms who prioritize service see fewer bar complaints, better reviews, and stronger reputations over time. Featured GuestChris Earley, Esq. — Boston personal injury attorney and firm owner with nearly 20 years of experience. Chris focuses on client-centered practice design, communication systems, and building law firms that grow through trust, service, and referrals. Links and Resources:MCLE Online PassEarley Law Group Injury Lawyers Connect with us on social!Instagram: mcle.newenglandLinkedIn: Massachusetts Continuing Legal Education, Inc. (MCLE│New England)X (Formerly Twitter): MCLENewEnglandBluesky: mclenewengland.bsky.socialFacebook: MCLE New England Important Note:Massachusetts Continuing Legal Education, Inc. (MCLE) is a nonprofit 501(c)(3) organization dedicated to providing high-quality, practical continuing legal education for the legal community. As part of its educational mission, MCLE presents a wide range of viewpoints and instructional content intended solely for educational purposes.The views, thoughts, and opinions expressed by individual participants in this podcast are their own and do not necessarily reflect those of MCLE, its Board of Trustees, staff, or affiliated institutions. Inclusion of any material or commentary does not constitute an endorsement of any position on any issue by MCLE.

In this episode of the Contractor Growth Network Podcast, Logan sits down with Andrew Nuhfer, founder of AKN Interiors, to unpack how clear communication, structured systems, and expectation-setting fuel high-end remodeling growth. Andrew shares how he's scaled AKN Interiors to over $3M annually while running 15–20 active projects—without sacrificing the client experience. From pre-construction planning and interior design collaboration to daily logs, scheduling, and post-project follow-ups, this episode breaks down what it actually looks like to run a modern, client-first remodeling operation. If you're looking to reduce friction, avoid misaligned expectations, and build a repeatable communication process your team and clients can trust, this conversation is packed with real-world insight.

Christina Lecuyer is kicking off 2026 with a grounded, refreshing perspective: no New Year's resolutions, no hustle, and no pressure to have it all figured out by January 1.Recorded just before Christmas, this episode shares how Christina is approaching 2026 with intention, flexibility, and a deep focus on mindset over rigid strategy. She reminds listeners that real change doesn't need a specific date and that you can decide to start fresh on any random Tuesday, whenever it actually feels aligned.Christina breaks down what truly drives long-term success in business and life: consistency, accountability, self-trust, and the ability to move through mindset blocks quickly. She also pulls back the curtain on what she's seeing with her clients heading into 2026, how they're avoiding burnout, regulating their nervous systems, and creating businesses that allow them to work less while making more.If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn! 

What happens after the estate plan is written? In this episode of From Busy to Rich, host Wes Young and co-host Justin Lakin unpack the essential conversations financial advisors must lead during the Direction Phase, especially those around inheritance, legacy, and the deeper meaning of heritage. Wes shares powerful stories contrasting the Vanderbilt and Rockefeller family legacies, offering real-world examples of how planning, or lack thereof, can shape generational outcomes. Together, Justin and Wes break down their team's meeting structure, tools like Planning Shepherd, and how they help clients visualize the impact of estate decisions on income and legacy. What to expect from their conversation: The difference between inheritance (assets) and heritage (values and vision) How to present estate flow and income replacement scenarios A repeatable meeting format for guiding estate and heritage discussions Creative ways to help clients build a living “Family Constitution” Resources: Submit your podcast question here! Previous Episodes of Interest: The New Client Experience: Location The New Client Experience: Expectation The New Client Experience: Direction - Increasing Family Bank Velocity Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube Wes Young Live Website

Hiring doesn't have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong way is one of the biggest drivers of stress, frustration, and team dysfunction in advisory firms. Whether you're actively hiring or just thinking ahead, this conversation will help you step into your role as CEO, clarify what your business truly needs, and design a team structure that actually supports growth instead of creating more work. In this episode, you'll learn:Why hiring a person before defining the role often leads to burnout, confusion, and poor performanceHow to use a simple org chart exercise to identify role gaps, overlaps, and misaligned responsibilitiesThe difference between stewarding people and stewarding results—and how great leaders balance bothWhy more help isn't always the answer, and when clarity and systems matter more than another hireHow defining roles creates better onboarding, stronger accountability, and clearer growth paths for your teamHiring well starts long before interviews and job descriptions. When you design roles intentionally and align them with your vision, hiring becomes less stressful and far more effective. This episode will help you slow down, think like a CEO, and build a team that makes your business feel easier to run—not harder.Learn more about Claire's hiring process HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this heartfelt and honest episode, Dee Davidson, Functional Health Practitioner, sits down with her client Lori to talk about what it's really like to work together — and what makes Dee's approach different from the conventional health experience so many women are used to.Lori shares her journey from feeling confused, overwhelmed, and unsure of what to eat or do to gaining clarity through personalized functional lab testing and data-driven support. Instead of guessing or following generic advice, Lori explains how seeing her own results helped her understand why her body was struggling — and how that insight changed everything.Through targeted testing and individualized guidance, Lori experienced meaningful shifts in:Energy levelsSleep (finally sleeping like a baby)Mood and overall joyConfidence in food and daily choicesThis episode highlights how functional lab testing provides personalized data, not opinions — and why that level of insight can be life-changing when you've been stuck in trial-and-error mode for years.Lori also shares what it felt like to finally feel supported, heard, and guided with a clear plan — and why working with Dee felt different from other approaches she had tried in the past.In This Episode, You'll Hear:Why Lori felt stuck before functional testingHow personalized data replaced confusion with clarityThe impact of targeted support on energy, sleep, and joyWhat makes Dee's functional approach differentWhy “doing all the right things” doesn't work without understanding root causesThis episode is for anyone who feels overwhelmed by conflicting health advice and is craving clear answers, real support, and sustainable results.Be sure to subscribe for more real conversations around hormones, healing, and root-cause health.Schedule a session with Dee HEREConnect with Dee on InstagramGoogle ReviewsMedical DisclaimerThis podcast is for educational and informational purposes only and is not intended to diagnose, treat, cure, or prevent any disease. The information shared is not a substitute for professional medical advice, diagnosis, or treatment. Always consult your physician or qualified healthcare provider with any questions regarding a medical condition, medications, or health decisions.

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

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

In this episode of Head, Heart, and Boots, Brandon and I dig into one of the most overlooked drivers of growth in service businesses: the client experience. Sparked by a frustrating real-world story, we unpack how even well-intentioned teams can slowly erode trust through poor communication, missed expectations, and a lack of follow-through - and why those failures compound over time. We talk candidly about how competition in restoration and home services is changing, why today's customers are more informed and more skeptical than ever, and how growth, PE-backed operators, and higher deductibles are raising the bar for professionalism across the industry. From engineering a client experience instead of relying on heroics, to setting expectations early, owning the hard parts of the process, and designing workflows that protect trust, this episode is a practical reminder that growth doesn't come from doing more work - it comes from doing the work better. If you're a business owner or leader trying to scale without sacrificing reputation, referrals, or sanity, this conversation is a must-listen. Hope you enjoy. Chris Why You Should Listen [00:02:45] How a single bad customer experience exposed the quiet ways service quality erodes - even inside well-run companies [00:06:09] Why growth, higher deductibles, and more sophisticated competitors are forcing service businesses to rethink how they win and retain clients [00:09:45] How poor communication and unmanaged expectations turn customers into project managers - and destroy trust in the process [00:18:08] Why engineering a client experience beats relying on individual heroics — and how workflows protect both customers and teams [00:29:27] How setting expectations early, telling clients the hard truths, and embracing friction can actually become your biggest competitive advantage Did you know... Only 30% of businesses listed for sale actually find a buyer? Even more striking, just 10% of those sell for the price their owners anticipated or higher, meaning only 3% of all business owners achieve their desired sale price. By focusing on understanding and enhancing your enterprise value, you can significantly boost your chances of joining that successful 3%. Business Health & Value Assessment Start Assessment Know Your Enterprise Value. See Your Potential Gaps. Complete this assessment in less than 15 minutes and receive a free assessment for your business that includes: A Lite Valuation Of Your Business Your Value Multiplier Per Your Industry Health Assessment Per Our PYB Methodology Business Value & Growth Roadmap Tailored For You Value Acceleration Strategies Spotlight on Floodlight: Your Secret Weapon for Sales & Scaling This isn't a paid plug. It's real talk from the front lines. If you've ever thought, “How do I get a VP-level sales leader or even a sales team without hiring full-time?” Floodlight has the answer. Fractional Sales Leadership They act as your outsourced VP of Sales, taking full responsibility for training, managing, and growing your sales team. No six-figure hire needed. Clients often close 20 to 50 percent more deals within six months, thanks to data-driven coaching, CRM setup, scripts, and performance reviews.More at floodlightgrp.com/sales Commercial Sales MasterCourse A self-paced, video-driven B2B sales course designed specifically for restoration teams. Perfect for building commercial revenue and getting free from TPA handcuffs. Covers mindset, prospecting, pipeline building, LinkedIn lead generation, and includes a $250 discount with code SALESBOOST.Details at floodlightgrp.com/courses Tailored Consulting & Coaching Floodlight's Propel Your Business methodology offers a full-circle roadmap: financials, sales, marketing, leadership, recruiting, productivity. All built for contractors. These aren't “life coaches.” They're former restoration owners who've lived the chaos and know how to scale out of it.Explore more at floodlightgrp.com Live Training, Tools & Strategic Partnerships Floodlight also delivers live onsite and virtual training, keynote speaking, and leadership tracks covering operations, project management, and strategic growth. Bonus: They've vetted tools like Xcelerate, Liftify, and Sureti. Floodlight clients get access to exclusive discounts on tech that actually moves the needle.See all partnerships at floodlightgrp.com/partners Why it matters for you as a listener You don't need to figure this stuff out alone. If you're serious about sales growth, operational clarity, exit readiness, or leadership development, Floodlight is already helping folks like you scale smarter. And you get it from industry insiders. People who've sat in your chair, survived the fires, and built systems that actually work.

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

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

As the year wraps up, we are replaying some of our favorite conversations from 2025, including this one!AI can create immersive, human-centric experiences that not only drive sales but also foster enduring brand relationships in a rapidly evolving market. Today we're going to talk about how AI-driven personalization allows retailers to move beyond generic experiences, crafting unique interactions that resonate with individual preferences and behaviors, thereby enhancing customer satisfaction and loyalty. I'm thrilled to be joined by Noah Zamansky, Vice President of Product, Tech and Design, Client Experience at Stitch Fix here at eTail Boston. About Noah Zamansky Noah Zamansky is VP of Product, Client Experience at Stitch Fix He was previously with eBay where he was the Senior Director of Product Management for Fashion & Vertical Experiences. Noah is a seasoned leader who has shaped product vision, strategy and experience as well as helped launch new lines of business. He is a strong collaborator with an ability to bring stakeholders and perspectives together to create the best result.  Noah Zamansky on LinkedIn: https://www.linkedin.com/in/nzamansky/ Resources Stitch Fix: https://www.stitchfix.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

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

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

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

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

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

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

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

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

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

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

You Don't Have to Go Home for Christmas

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

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

In this episode, you'll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create unforgettable client experiences. You'll hear real examples of small but meaningful moments that turn mistakes into connection, empower your team, and elevate your brand far beyond portfolios and planning tools.You'll also discover how giving your team simple freedom, creativity, and a small monthly “surprise & delight budget” can turn everyday interactions into lasting loyalty, referrals, and genuine client love. From laptops delivered across town to coffee sent with a smile, this episode reminds us that great client experience isn't about perfection — it's about how you make people feel ✨.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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

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

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

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

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

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

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

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

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

Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives into the heart of creating a scalable and sustainable client service model. She breaks down the mindset shifts advisors need, the math behind revenue per hour, how to segment your book intentionally, and why aligning your service model with profitability is the key to delivering exceptional client experiences. This is a thoughtful, practical, and empowering conversation to help you reshape your ongoing service in a way that benefits you, your team, and your clients.What you'll learn in this episode: • Why advisors struggle with mental blocks around pricing, fees, and client segmentation  • How to calculate your true revenue per hour and use it to make better capacity decisions • A step-by-step process for segmenting clients and defining aligned service levels • How to avoid client subsidization and ensure each household is serviced profitably • Ways to right-size service for clients who don't meet your hourly rate, without sacrificing care or professionalism As Libby walks through each step, you'll gain clarity, confidence, and a practical roadmap to redesign your client service model so you can serve clients exceptionally well without overwhelming your team. This episode will help you work smarter, stay focused on what matters, and build a practice you love managing every single day ✨.Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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

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

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