Podcasts about client experience

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

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

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

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

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

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

We often think that only big moves create transformation in business, but it's the tiny daily habits that add up to create massive impact. In this episode, Libby shares 11 small but mighty shifts that helped her grow her practice to seven figures, streamline her workweek, and create more time for family and life outside the office. These are practical strategies you can start implementing today to reduce stress, reclaim your focus, and build a business that serves you—not the other way around.What you'll learn in this episode:How to switch from reactive mornings to proactive ones for maximum productivityWhy checking email only twice a day can save your sanity and boost efficiencyThe importance of limiting yourself to three business goals each quarterHow to create space for big-picture thinking through CEO days and brain dumpsWhy white space, shutdown routines, and even prayer can transform your business mindsetThese tiny habits aren't overwhelming, but when stacked together they can completely change the way you work and the results you achieve. Listen in to learn which ones you can adopt right away to start making meaningful shifts in your business and your life.Items Mentioned in This Episode: LIbby's Weighted VestLibby's Favorite PlannerBuilding a Second Brain by Tiago ForteEpisode #178 on Theming your Day with Michael KitcesLearn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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

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

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

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In this short but powerful episode:Libby shares the one game-changing shift that transformed her from reactive and overwhelmed to calm and proactive. If you've ever found yourself scrambling the night before a client meeting or derailed by surprise issues, this strategy will resonate.You'll learn how building just a bit of margin into your schedule (think: a simple two-week buffer) can reduce stress, improve your client experience, and help you lead like a true CEO—not just put out fires all day.You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this episode, financial advisor Sten Morgan joins Libby to talk about redefining what it means to bring value to your clients. From charging for advice to becoming a confident communicator, Sten shares practical steps to help advisors grow personally and professionally. He breaks down how to stand out in a crowded industry, build trust quickly, and create a business model centered around meaningful impact. Whether you're a new advisor or seasoned pro, you'll leave this episode with tools to level up your practice. What You Will Learn in This Episode:Why your advice (not products) is your most valuable assetHow to use whiteboarding to simplify complex strategies and wow clientsWhat it takes to shift from scarcity to abundance in your mindsetA practical approach to pricing your services with confidenceHow to scale your advisory business through systems and communicationSten's message is clear: financial advisors have the power to create massive impact—if they recognize their own value and learn how to communicate it. His approach blends strategy, heart, and practical tools to help you lead with confidence and clarity. If you're ready to make a bigger difference and grow your practice on your terms, this is an episode you won't want to miss.Sten's website HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

What happens when a Broadway-bound performer turns her stage presence into real estate success? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits Michele Tremblay. Michelle shares her inspiring journey from center stage to top-producing real estate agent in Northeast Florida. With a rich background in performance, voiceover, and hospitality, Michele brings a rare blend of empathy, creativity, and grit to her clients—earning accolades such as a 2024 Five Star Rising Star award and ranking #55 out of nearly 12,000 agents by the Jacksonville Business Journal. Tracy Hayes dives deep into Michele's career pivot, her luxury branding, and her unwavering consistency. Michele opens up about the realities of starting from scratch as a single mom, leveraging her skills from the entertainment world to thrive in a competitive market. Her story isn't just about selling homes—it's about building a business that reflects her heart, values, and drive. Love this story of transformation and grit? Share this episode with someone dreaming of making a bold career move. Don't forget to subscribe, leave a review, and follow us for more behind-the-scenes stories of real estate success!   Highlights: 00:00 – 14:00 From Stage to Strategy Michele's early dream of Broadway Cruise ship performances & voiceover work Transition from acting to motherhood Why real estate became the next act Interviewing agents before getting licensed 14:01 – 28:00 Getting Real About Real Estate Early challenges and financial realities First 8 months without a deal Importance of mentorship and support Choosing Keller Williams Building confidence through community 28:01 – 42:00 Grit, Growth, and Getting Noticed Juggling motherhood and a new career Showing up consistently and staying available Why she loves the job How past skills shaped her approach Learning to perform under pressure 42:01 – 56:00 Creating Signature Experiences Open houses with style and substance Champagne, cookies, and coloring books Turning every showing into a show Helping buyers visualize potential Marketing with a creative flair 56:01 – 1:12:00 Building Trust and Staying Top-of-Mind Providing real value before the sale How long-term follow-up pays off Collaborating with top-producing agents Personal touches that win clients Empowering new agents with advice 1:12:01 – 1:27:56 Scaling with Heart and Hustle Serving luxury markets authentically Staging, renovations, and listing prep Balancing business with family life Staying consistent with outreach Turning one deal into many     Quotes: "In real estate, I have this very real impact on the families that I help... it's humbling and it's a gift." – Michele Tremblay "You have to be ready to go on a dime—you are your business." – Michele Tremblay "The house feels different when you walk in with a glass of bubbly in your hand." – Michele Tremblay "You're not just buying a home; you're stepping into the next chapter of your life. That's sacred." – Michele Tremblay   To contact Michele Tremblay, learn more about her business, and make her a part of your network, make sure to follow her on her Website, Instagram, Facebook, YouTube, LinkedIn.   Connect with Michele Tremblay! Website: https://www.micheletremblayrealestate.com Instagram: https://www.instagram.com/michelelukovich/ Facebook: https://www.facebook.com/michele.l.tremblay.7/ YouTube: https://www.youtube.com/@micheletremblayrealestate3200 LinkedIn: https://www.linkedin.com/in/michele-tremblay11/   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #LuxuryRealEstate #RealtorLife #WomenInRealEstate #CareerChange #FromStageToSales #NortheastFlorida #JacksonvilleRealEstate #StAugustineHomes #HomeBuyingJourney #LuxuryListings #OpenHouseStrategy #RealEstateTips #RealEstatePodcast #KWRealtor #SingleMomSuccess #AgentLife #VoiceOverToRealEstate #BoldCareerMoves #EliteAgents

Send us a textHave you ever had a service experience so good you were actually happy to pay the invoice? That's exactly what happened when I worked with Knapsack Creative for my website redesign—and I was so impressed, I had to get the inside scoop on how they engineered such a seamless client experience.In this revealing conversation with Savannah from Knapsack Creative, we pull back the curtain on the systems and processes that allow their team to build complete Squarespace websites in as little as one day while keeping clients delighted throughout the journey. What emerges is a masterclass in client experience design that any service business can learn from.Savannah walks us through their entire workflow—from the initial fit call to their unique project mapping system that gives clients total clarity on what to expect. We explore how they use Content Snare to make content collection painless, their strict time-blocking approach that makes projects predictable (Tuesdays and Thursdays are exclusively for client work!), and the meticulous documentation that ensures nothing falls through the cracks.The most valuable insights come from understanding how they create what Savannah calls "micro yeses" throughout their process—small alignment points that prevent the dreaded "this isn't what I wanted" moment at project completion. Their collaborative approach keeps clients engaged while maintaining incredible efficiency.Whether you're a solopreneur, agency owner, or in-house marketing leader, you'll find actionable strategies to transform your own client or stakeholder processes. Get ready to steal some seriously good ideas—I know I did! By the end of this episode, you'll understand why thoughtfully designed systems aren't just good for business—they're the secret to creating experiences clients can't stop talking about.Join my events community for FREE monthly events.I offer free events each month to help you master your business's growth through marketing, sales, systems, and offer strategy. Join the community here! Are you tired of prospects ghosting you? With a Gateway Offer, that won't happen.Over the next Ten Days, we will launch and sell our Gateway Offers with the goal of reaching booked-out status!Join the challenge here.Support the showJoin the Tiny Marketing Club >>> Join the ClubCome tour my digital home :) >>>WebsiteWanna be friends? >>> LinkedInLet's chat every Tuesday! >>> NewsletterCatch the video podcast on YouTube >>>YouTube

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

As summer chaos sets in and the lines between work and life begin to blur, it's easy to drift away from structure and feel the weight of inefficiency. In this episode, Libby pulls back the curtain on her own schedule reset—sharing how she's reclaiming 10 hours a week by returning to a themed model week. This practical episode is packed with strategies you can use to restructure your time, reset your rhythm, and reduce the overwhelm.This week we're digging into:Why lack of structure adds invisible hours to your workloadHow to use a themed model week to regain control of your scheduleSimple ways to design a schedule that fits your energy and goalsWhy "white space" might be your most effective growth strategyPractical tips for building your own version of a model weekThis episode is your gentle nudge to stop the constant summer balance-hustle thing and start working intentionally again. With just a pen, paper, and a little vision, you can create a schedule that aligns with your life—not works against it. Whether you need more rest, more structure, or more space to finish what you've started, Libby's approach will help you make it happen.

Send Rita a text with your thoughts!Save your spot for Prep for Wave Week :) https://programs.steeryourmarketing.com/prep-for-wave-weekGet access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776Get ready to rock your travel business because I'm spilling what Netflix's "Building the Band" highlighted for me about building a successful travel agency! Just like those musicians had to put themselves out there to get noticed, you've got to stop hiding and start showing up in the right spaces where your ideal clients are hanging out. I'm breaking down how to create raving fans who can't stop talking about you, why niching down is like finding your signature sound, and the super impactful power of strategic partnerships with local businesses. Plus, I'm sharing some creative ideas for joint venture trips that'll have you thinking way outside the box. Trust me, these entertainment industry gems are about to transform how you think about marketing and growing your travel business!Questions this episode answers:How can travel agents put themselves out there to attract more clients?Why should travel advisors focus on making clients feel something special?How can travel agents work with local businesses to grow their client baseWhat's the difference between referrals and raving fan referrals in travel?How do you find the right venues and spaces to market your travel business?How can travel agents build joint venture partnerships with breweries and entertainment venues?What makes some travel agents stand out more than others? How do you create memorable client experiences in travel planning?Enjoy (and take action)!---------------------------------------------------------------Check out EVERYTHING I offer to support your travel business journey: https://strategictravelentrepreneurpodcast.com/everything/Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

In this episode of The SaaS CFO Podcast, host Ben Murray welcomes Jan Willem Van der Meer, co-founder and Chief Strategy Officer at Momants. Jan Willem shares his entrepreneurial journey, starting from building one of Europe's major ticketing companies to launching Momants, an AI-powered platform designed to transform the events industry. Discover how Momants is tackling the challenges of personalization and efficiency in event ticketing. Jan Willem explains how their solution integrates with existing ticketing systems to automate support, increase conversion, and create tailored marketing experiences for everything from festivals and concerts to museums and amusement parks. Jan Willem also discusses the realities of founding and funding a SaaS startup, offering valuable lessons for aspiring entrepreneurs. If you're interested in how AI is shaping the future of events, or if you're a SaaS founder seeking inspiration and advice, this episode is filled with practical insights and forward-thinking ideas. Show Notes: 00:00 Ticketing Company Rise and Sale 03:57 Challenges in Festival Ticketing 10:00 AI Startup's Initial $1M Investment 11:54 Supportive Network for Startup Success 14:35 "Building AI Partnerships with Innovators" 20:42 Balancing Revenue and Client Experience 22:39 Message Engagement and Client Onboarding 25:38 "WWF Moments Founder Chat" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/momants-raises-1-million-in-pre-seed-funding Jan Willem Van der Meer's LinkedIn: https://www.linkedin.com/in/janwillemvdmeer/ Momant's LinkedIn: https://www.linkedin.com/company/momants/ Momant's Website: https://www.momants.ai/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

Running a thriving financial advisory firm sounds like the dream, but what happens when success outpaces your systems? In this episode, Jessica Cole, CFP®, ChFC®, founder of Synergy Wealth Partners, shares her journey of leading a booming advisory business with over $200 million AUM — and hitting a breaking point. With too many clients, no clear processes, and team members constantly asking “what do I do now?”, Jessica turned to group coaching to bring structure and sanity to her fast-growing practice. She gets candid about imposter syndrome, burnout, and how leaning into her Ideal Client Avatar changed everything.Here's what you'll learn in this episode:How a “successful but messy” firm can still fall short without the right systemsWhy identifying your Ideal Client Avatar (ICA) is a total game changerTips for prioritizing implementation when you're too busy to do it allThe importance of an intro call before discovery meetings — and how it saved time and energyHow being part of a pod (small peer group) helps normalize struggle and create connectionThis conversation is packed with honesty, humor, and tactical insight. Whether you're new to the business or scaling rapidly, you'll walk away feeling seen — and armed with ideas to build smarter.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.

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!It's the first of the month — your built-in Slingshot Day! In this quick-hit episode, Libby shares the powerful question that can reset your focus and fuel massive momentum in your life and business. You'll learn how to turn a single intentional decision into real progress — no waiting for New Year's, no perfection required.Whether it's a tiny habit or a big commitment, today is your launchpad. Ready to make August 31st you proud? Let's go!You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this episode of "The Free Lawyer," host Gary interviews Ben Glass, co-founder of Ben Glass Law and Great Legal Marketing. Ben shares his journey from traditional legal practice to building a fulfilling, innovative law firm. He discusses the importance of curiosity, collaboration, and values-driven leadership, encouraging lawyers to delegate, focus on client experience, and foster positive firm cultures. Ben also addresses lawyer wellness, advocating for proactive business strategies and personal growth. The episode offers practical advice for lawyers seeking greater satisfaction and success in their careers.Ben Glass is a prominent long-term disability attorney, business leader, and legal marketing expert with over 40 years of experience in representing disabled and injured clients against insurance companies. He is widely recognized for his innovative approach to law and business, making significant contributions to both fields.Ben is a nationally recognized and sought after speaker in the legal industry and has taught and lectured on a variety of legal subjects including direct and cross examination, the use of expert witnesses, conducing effective voir dire and jury selection, maximizing recovery in personal injury cases and effective representation of disabled workers in ERISA long-term disability cases. Ben has been featured prominently in numerous publications and media outlets such as Lawyers Weekly Virginia, The Washington Post, Newsweek, USA Today, and The Wall Street Journal. Ben Glass is not only a successful attorney but also a leading figure in legal marketing. He founded Great Legal Marketing (GLM), an organization dedicated to helping solo and small-firm lawyers refine their marketing strategies and business practices. His expertise has been sought after nationwide, and he is a frequent speaker and author on legal marketing, delivering talks at in-person and virtual conferences for entrepreneurs worldwide.Collaboration vs. Competition in Law (00:06:27Starting Ben Glass Law: Early Challenges (00:07:43)s.Magnetic Marketing and Information-Based Approach (00:09:37) Client Experience and Referral Cultivation (00:12:05) Renegade Lawyer Philosophy (00:14:07) Entrepreneurial Mindset vs. Legal Mindset (00:15:19)Lawyer Wellness and Business Foundations (00:16:16) The Hard Work of Entrepreneurship (00:18:32) .Biggest Misconceptions About Law Practice Success (00:20:17) .Analyzing and Improving Law Firm Systems (00:22:17) Breaking Free from the Prison of Success (00:24:17) Mindset Differences: Stuck vs. Thriving Lawyers (00:26:18) Building a Values-Driven Practice (00:28:34) Lessons from Mistakes: Hiring and Coaching (00:31:12) The Importance of Ongoing Coaching (00:32:39) Controlling Your Environment and Inputs (00:34:23)Advice to Young Ben: Vulnerability and Coaching (00:36:13) .Encouragement for Stuck and Overwhelmed Lawyers (00:38:07) Would you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free Would you like to schedule a complimentary discovery call? You can do so here: https://calendly.com/garymiles-successcoach/one-one-discovery-call

In this episode of The Design Pop, Alexandra welcomes Jennifer Evans, VP of Design and Development at Hyphn, formerly BKM. With nearly two decades of experience rising through the same dealership, Jennifer shares her unique journey from project designer to leadership.She reveals how curiosity, problem-solving, and a passion for process led her upward. They explore how Hyphn's evolution—from rebranding to strategic acquisition—has strengthened its culture and diversified its services to meet the changing demands of today's workplace.Jennifer also talks about building strong design teams, empowering designers through live design sessions, incentivizing client engagement, and embracing the "uncomfortable" as a pathway to growth. Throughout this episode, Jennifer shares insights on capacity challenges, industry training gaps, and the mindset shift that's required to lead effectively.What if the key to elevating dealer design isn't just mastering tools, but learning how to create better conversations?Subscribe to The Design POP to access POP into Excellence recordings.Use this link for $75 off Configura's Experience in Orlando. Or use promo code TheDesignPOP75 at checkout.Follow us on social media to hear more about our upcoming launches on The Design POP. Instagram and LinkedIn.The Design Pop is an Imagine a Place Production (presented by OFS)Connect with Alexandra on LinkedInFollow The Design Pop on LinkedIn

Jon Gohl, Director of Customer Experience at Aspire Software  joined the company in its infancy 10 years ago and has helped hundreds of clients adopt new software, embrace change, and leverage defined processes and procedures to maximize the efficiency of their united output. In his current role, Jon leads Aspire's strategic advocacy efforts, including Aspire in Universities, providing software to complement industry-specific degree programs, and Aspire Ambassadors, engaging with and leveraging relationships with our customer champions. Jon is a member of NALP's Foundation Board and serves on the NALP Government Affairs Committee to protect and secure the Green Industry's best interests. He is also proud to be a board member of Groundwork San Diego-Chollas Creek, working at the intersection of social, environmental, and climate justice to deliver education, green infrastructure, and climate safe neighborhoods. Outside of his professional life, Jon is an air-cooled Volkswagen enthusiast who enjoys cooking and spending time with his wife.

Are you tired of the old-school tactics of asking for referrals? In this podcast takeover episode, I chat with Jay Tinkler from The Remarkable Project about a fresh perspective on referral generation. We discuss the critical distinction between genuine referrals and mere introductions, and why understanding this difference can significantly impact your business. Learn how to cultivate a referable client experience and the key strategies to keep your referral sources engaged and motivated to keep referring you. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/372

This episode wraps up the Client Experience Summer Series with a deep dive into in-destination management and post travel follow-up. Robin and Jennifer share strategies for setting healthy boundaries with clients while they're traveling, so you can deliver high-touch service without feeling glued to your phone. From crafting a powerful pre-travel email to offering in-destination communication as a premium service, you'll hear how to create a smooth client experience that doesn't sacrifice your sanity. They also talk through the best ways to gather feedback post-trip, including how to time your requests for testimonials and turn client praise into content that builds trust and attracts new business. Download the Tech Stack Checklist: https://www.tiquehq.com/tech-stack?utm_source=Podcast+Episode+138&utm_medium=Podcast+Shownotes&utm_campaign=Tech+Stack Today we will cover: (02:10) What to include in your final email (05:45) Setting client expectations and communication (10:10) Handling high-risk trips and pre-departure calls (14:25) In-destination communication strategies (22:45) When and how to offer premium services and upgrades (28:40) Why the timing of your feedback request matters (32:20) How to ask for a testimonial (36:55) Ways to repurpose client feedback Also mentioned in the episode: Seven Figure Sales Episode 91. What You Wish You'd Always Known About Booking Airfare with Lary Neron ClickUp Business Hub Template JOIN THE NICHE COMMUNITY VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ Thanks to Our Tique Talks Sponsors: Check out Moxie & Fourth: Email marketing for travel advisors Stay cool this summer with Cozy Earth! Cozy Days Discount: Get 45% off with code COZYTIQUE from July 29-August 05

Ready to transform the way you handle client service? In this episode, I'm joined by Lorie Jones, a seasoned Financial Advisor who has over 20 years of experience supporting top-performing financial advisors. Lorie shares her secrets for creating a high-touch client experience, building efficient systems, and managing the chaos that can come with growth. Whether you're a solo advisor or run a team, you'll walk away with actionable strategies to elevate your client service model.What you'll learn in this episode:How to build replicable and consistent service systems that scale with your businessThe secret behind proactive communication that makes clients feel truly cared forTips for documenting processes so your team can function smoothly and confidentlyWhy Lorie says “the client doesn't always know what they need” and how to respondHow to think like a COO even if you're just starting out or running leanThis episode is packed with wisdom for advisors who want to deliver world-class service without burning out. Lorie's perspective will help you refine your systems, take control of your calendar, and set your team up for success.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.

You don't need to fix everything at once — but you do need to fix the thing that's slowing you down.In this episode, I'm walking you through the 3 essentials every creative business needs in their client experience and the 3 paths you can take to improve your systems based on your budget, time, and capacity.Whether you're ready to send better emails, book clients faster, or overhaul your entire process — this is how we find the right next step for you.Links MentionedIf you're ready to improve your client experience but not sure where to start, head to coliejames.com/systems and listen to Fix It First — my private podcast that helps you figure out exactly what needs fixing first inside your client experience systems.Want my eyes on your actual process? You can book a full Client Experience Audit at coliejames.com/audit.If your proposal is the weak link, grab the five-minute booking Proposal Template at coliejames.com/dubsado-proposal-templates.For those of you struggling with what to say and when, grab my free email writing guide Emails That Convert at coliejames.com/emails.Or dive deeper with the full course, Email Like You Mean It, at coliejames.com/email.And if you're ready to build your client experience systems from start to finish, you can either DIY with the CRM Blueprint at coliejames.com/crm-blueprint or join me for a more supported experience inside Systems in Session at coliejames.com/systems-in-session.

Keywords: fitness business, personal training, high intensity training, physical therapy, client experience, business development, marketing strategies, strength training, personalized training, gym management, fitness, franchising, business growth, client experience, cash flow, personal training, instructor challenges, business lessons, SlowBurn fitness, mentorship Summary: In this conversation, Mitch Beinhaker interviews Fredrick Hahn, a fitness entrepreneur who shares his journey from working in physical therapy to establishing his own personal training business. Fredrick discusses the unique approach he takes in training clients, emphasizing high-intensity, one-on-one sessions. He also delves into the challenges of building a business in the fitness industry, including navigating insurance issues and developing effective marketing strategies. Throughout the discussion, Fredrick highlights the importance of client satisfaction and creating a personalized experience that keeps clients coming back. In this conversation, Fredrick Hahn discusses the evolution of his fitness business, focusing on client experience, cash flow management, and the challenges of finding qualified instructors. He shares insights from his journey of expanding his business, including lessons learned from client retention and the decision to franchise. The discussion highlights the importance of passion in business success, navigating the franchising process, and building a supportive network for franchisees. Fredrick emphasizes the need for mentorship and the value of helping others in the industry. Takeaways Fredrick has been in the fitness industry since 1987. He started as a physical therapy aide and personal trainer. Fredrick opened a unique physical therapy clinic focusing on strength training. He transitioned to personal training due to insurance issues. Fredrick's gym focuses on one-on-one, high-intensity training. He emphasizes the importance of client satisfaction in business. Fredrick's business model includes various session packages for clients. He believes in providing a personalized training experience. Fredrick avoids group training to maintain quality. He has expanded his business to Montclair, celebrating its 10th anniversary. Client experience is crucial for business success. Steady cash flow can be achieved through consistent client payments. Finding qualified instructors is a significant challenge in the fitness industry. Building a business from scratch requires resilience and dedication. Franchising can be a strategic growth avenue for established businesses. Passion for the work leads to greater success and fulfillment. Successful business owners often prioritize helping others in their field. Navigating the franchising process requires thorough research and support. Creating a supportive franchise network is essential for franchisee success. Mentorship plays a vital role in personal and professional growth. Titles Building a Fitness Empire: Fredrick's Journey From Physical Therapy to Personal Training The Art of High-Intensity Training Creating a Unique Client Experience in Fitness Navigating the Fitness Business Landscape Sound Bites "I wanted to rent my own place." "I had to scrape the floors." "I opened up the facility in Montclair." "I don't believe in group training." "People hate subscription-based models." "You're not raising your prices." "It's a business in a box." "I have mentors helping me." "Successful people want to help." "I want to help them." Chapters 00:00 Introduction to the Business of Fitness 03:19 Fredrick's Journey into Fitness 06:06 Establishing a Unique Physical Therapy Clinic 09:14 Transitioning to Personal Training Business 11:01 Building the Business from the Ground Up 15:05 Vision for a Personalized Training Experience 17:48 Business Development Strategies 20:02 Creating a Client-Centric Experience 23:20 Pricing Models and Client Retention 24:59 Client Experience and Cash Flow Management 27:11 Challenges in Finding Qualified Instructors 30:15 Lessons from Business Expansion and Client Retention 33:07 Franchising: A New Growth Strategy 35:40 Passion-Driven Business Success 39:06 Navigating the Franchising Process 44:06 Building a Supportive Franchise Network 48:01 Future Growth and Marketing Strategies

Today on the Play It Brave podcast, I'm joined by the ever-inspiring Natasha Sewell—a photographer, educator, and expert in creating heartfelt client experiences. Natasha started her photography business at 41, and if you've ever thought you were “too late” to pivot or start something new, you need to hear this story. We talk about making bold moves at any age—whether you're transitioning from studio to lifestyle sessions, from family photography to branding, or just feeling creatively stuck and needing a reset. Natasha shares how she built a successful newborn photography business, got bored, and decided to pivot toward something that lit her up: documenting motherhood in a way that feels honest, emotional, and artful. We also go deep on client experience—the real kind. Not just prep guides and gifts (though those are great!), but the full journey: from the first click on your website to long after the gallery is delivered. Natasha breaks down how she uses automated emails, product videos, intentional communication, and smart follow-up to create a seamless experience that serves her clients—and sells more albums without pressure. This episode is part pep talk, part business masterclass, and packed with takeaways for photographers who want to create more meaning (and money) in their work. In this episode, we talk about: Starting a business at 41 and why age is actually a gift Making intentional pivots when your creativity is on life support Personal projects that inspire, including black & white film and motion blur How lifestyle sessions unlocked new levels of joy (and growth) in Natasha's work Why client experience is more than prep guides and presents Building “What's Next” pages and video libraries to educate clients with ease The real reason your clients don't order albums—and how to change that The power of automation to create consistency and free up your brain The value of community and not doing this work alone A reminder that your photos (and your life) don't have to be perfect to be powerful Whether you're new to photography or 10 years in, this conversation will spark something in you. It's a love letter to bravery, creativity, and honoring where you are—while still dreaming bigger. Meet Natasha: Natasha started her photography business in 2013 at 41—after years of raising kids and a past life as a teacher. In 2019, she scrapped posed studio sessions for in-home newborn and family photography, chasing meaning over perfection. It pushed her creatively—and she's never looked back. Three years ago, she added education into the mix. Now, she mentors photographers who are tired of guessing their way through business and want straight answers, honest feedback, and a more thoughtful way to grow. Connect with Natasha:Website InstagramPhotography Prompts for Happy KidsAI Email Prompts

In this episode, I'm sharing my insights on why so many practices lose potential clients—not because of their medical skills or even their marketing, but simply because of how phone calls are handled. I'll walk you through practical frameworks and real-world communication strategies that you can use to train your front desk staff to turn more inquiries into booked appointments. We'll talk about the importance of empathy and how having value-based conversations can completely change the way clients perceive your practice. I'll also give you actionable tips for handling common objections, so your team feels confident and prepared no matter what comes up on a call. Plus, I'll show you how to track your results so you can see exactly what's working and where there's room for improvement. Whether you're a practice owner, manager, or part of the front desk team, this episode is packed with tools and strategies to help you improve your client experience, increase your bookings, and ultimately grow your practice. So grab a notebook, tune in, and let's make sure you're turning every phone call into an opportunity for your practice to shine!

Send us a textReal Talk on Hiring, Culture, and Why People Stay.After a technical hiccup on Monday's episode (sorry if you caught the glitchy one!), Todd and Jen are back with a full redo—and it might be even better than the original. This episode covers team retention, leadership, and how to build a salon culture that people don't want to leave.They cover everything from how to attract new talent straight out of school, why “luxury” means nothing if your client experience doesn't back it up, and how simplifying your systems might be the key to long-term success. Oh—and they don't shy away from calling out toxic industry mindsets that are holding people back.Whether you're running a salon or running a rental model, this episode is full of practical, experience-backed advice you can implement immediately.

Are you tired of the awkwardness that comes with asking for referrals? I'm excited to share this takeover episode with renowned interior designer LuAnn Nigara, and host of the popular podcast A Well-Designed Business. Together, we discuss the concept of generating referrals naturally—without manipulation or gimmicks. Discover how to build a referable client experience that not only enhances your relationships but also keeps you top of mind with your clients long after the project is complete. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/371

One of the most overlooked parts of the client experience actually happens after they say yes to the proposal. In this episode, Robin and Jennifer break down what to do the moment a client gives the green light. From confirming bookings and managing approvals to protecting your business and setting up a strong nurture sequence, they share how to create a smooth, streamlined journey all the way to departure day. You'll hear how they built a system that blends automation with personalization, so clients feel genuinely cared for without you being glued to your inbox. They also discuss must-dos like travel insurance education, real-time communication with DMCs, and the importance of structured workflows and documentation. Whether you're refining your backend systems or elevating your client touchpoints, this episode is packed with strategies to keep clients informed, excited, and ready to book with you again! Download the 5 Plug-And-Play Email Templates: https://www.tiquehq.com/emails?utm_source=Podcast+Episode+137&utm_medium=Podcast+Shownotes&utm_campaign=5+Free+Emails Today we will cover: (01:55) The client approval process: balancing flexibility with urgency (12:40) Travel insurance: how to educate and inform your clients (21:00) Best practices for secure deposits (27:30) What to include in a strong booking confirmation email (32:20) Managing client approvals and setting clear expectations (36:40) Creating structured workflows for smoother operations (46:30) Final thoughts on keeping clients happy from “yes” to takeoff Also mentioned in the episode: Client Communication Templates Episode 53. Demystifying Selling Travel Insurance with Susan Barbanel Episode 99. Creating Invoices That Protect Your Business JOIN THE NICHE COMMUNITY VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ Thanks to Our Tique Talks Sponsors: Check out Moxie & Fourth: Email marketing for travel advisors Stay cool this summer with Cozy Earth! Cozy Days Discount: Get 45% off with code COZYTIQUE from July 22-29

Ever find yourself rewriting the same email… for the 47th time?

If you've ever felt like your business is running you instead of the other way around, this episode is a game changer. Libby breaks down the Systems to Scale Framework—a proven, practical, and powerful method to help financial advisors get out of overwhelm and into systems that actually work. Whether you're flying solo or leading a team, these six layers of business development will help you scale with ease, reclaim your time, and fall back in love with your business again.

Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own business? This episode dives deep into what the Systems to Scale Group Coaching Program is really all about. If you've ever wondered whether it's the right fit for your stage of business—or how it can actually transform your practice—this is your go-to guide. Libby shares program structure, what kind of advisor it's perfect for, who it's not for, and real results from past participants.In this episode, you'll learn:Why this 10-month coaching program helps advisors shift from overwhelmed to organizedHow the pod-based structure builds community, accountability, and peer wisdomWhat core systems and processes are developed (like onboarding, client service models, SOPs, and more)Who this program is designed for—and who it's notThe level of support, guest contributors, templates, and resources includedWhether you're solo or have a full team, the Systems to Scale coaching experience is built to meet you where you are—and help you grow.Ready to finally feel less stressed and more strategic? Tune in and decide if this game-changing experience is the next right step for you and your business.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.

Stay Cool this Summer with Cozy Earth! Cozy Days Discount: Get 40% off with code COZYTIQUE from July 15-22 Creating a travel proposal is more than plugging numbers into a spreadsheet. It's about telling a story your client wants to step into. In this episode, Jennifer and Robin share how to create proposals that feel like an experience from start to finish. Learn how to ask the right intake questions, tailor your recommendations with confidence, and choose suppliers that align with your client's vibe while streamlining your backend workflow. You'll also hear how to use itinerary builders and Loom walkthroughs to add a personal touch, plus tips for setting clear expectations, managing revisions, and keeping timelines on track without burning out. If you're ready to turn your proposals into seamless, sellable experiences, this episode is your behind-the-scenes blueprint! Download the free Client Onboarding Guide: http://tiquehq.com/client-onboarding?utm_source=Podcast+Episode+136&utm_medium=Onboarding+PDF&utm_campaign=Client+Onboarding+Guide+Freebie Today we will cover: (01:50) Choosing suppliers that support both the client and your workflow (08:10) Understanding client priorities; budget vs. experience (14:40) Auditing and presenting the proposal (21:20) How to present the proposal with visuals and itinerary tools (28:45) Using Loom walkthroughs for a personalized touch (38:40) Setting timelines and managing client expectations (40:50) Following up, minimizing revisions, and knowing when to walk away Also mentioned in the episode: Episode 101: When And How To Piece An FIT Together On Your Own with Beth Pelleteri Episode 123: How To Get A Client To Commit To A Budget with Courtney Gardner Client Communication Templates JOIN THE NICHE COMMUNITY An interactive membership for travel advisors wanting the community, education, & support to grow their business. VISIT THE TEMPLATE SHOP Create an enjoyable booking experience for every one of your travel clients. EXPLORE THE PROGRAMS Self-paced style courses for the modern travel advisor. FOLLOW ALONG ON INSTAGRAM @TiqueHQ

In this episode, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready.

In this episode of the And I Quote podcast, host Ashleigh Burden speaks with Giovanna Plum. Giovanna shares her journey in the insurance industry, the evolution of technology in the field, and how MEA Brokerage is adapting to meet client needs. Giovanna emphasizes the importance of customer service, the use of technology for efficiency, and the significance of personal relationships in the insurance business. She also discusses the future growth plans for MEA Brokerage and her passion for the industry.Learn more about MEA Brokerage: Visit their website: https://www.meainsurance.com/meet-our-team/Learn more about Ashleigh Burden and Coterie Insurance: Connect with Ashleigh on LinkedIn: https://www.linkedin.com/in/ashleigh-burden/Follow Coterie Insurance on LinkedIn: https://www.linkedin.com/company/coterieinsuranceLearn more about Coterie: https://coterieinsurance.com/00:00-00:39: Introduction and Background00:39-02:45: Journey into the Insurance Space02:45-03:47: Impact of Technology on Insurance03:47- 05:16: Key Advancements at MEA Brokerage05:16-07:48: Client Engagement Tools and Platforms07:48-10:31: Utilizing Data for Client Understanding10:31-12:58: Productivity and Growth through Technology12:58-13:56: Maintaining Personal Relationships in a Digital Age13:56-15:39: Future Plans for MEA Brokerage15:39-15:55: Closing Thoughts and Contact Information

Ever wonder what the client experience actually looks like inside a premium brand photography business? In this episode, I'm walking you through the exact workflow I use with every single client—from initial inquiry to gallery delivery and beyond. You'll hear about the systems, templates, automations, and even the personal touches that make a huge difference. If managing your clients feels messy or exhausting, this episode is your permission to simplify it.Plus, don't miss the invite to my free webinar with Colie James where we'll help you streamline your client experience and charge more with less stress.02:15 Why every client starts with my contact form04:50 The first email they get after inquiring07:05 How I set up calls and book discovery sessions09:30 The discovery call map that leads to more bookings12:20 Proposals, automations, and payment reminders14:45 My onboarding email and when I send questionnaires17:10 How I outsource shoot guides (and why that's been a game changer)19:20 The weekly pre-shoot email series I run21:00 The day-of experience and shoot structure23:45 The post-shoot workflow and delivery process26:15 My offboarding system and how I encourage rebooking29:40 Why your client management struggles aren't your fault—it's your systemsCONNECT WITH MADDIE:InstagramWebsiteLINKSJuly 17 Webinar with Colie James: Charge More Stress Less - Learn how to automate the sales process for your luxury brand photography offer. Save your spot now!Dubsado: 20% offHoneybook: 25%Cloudspot: 50% offImagenEvoto creditsMy photoshoot planning guide templateFull show notes

In this special roundtable episode of Pay Play Profit, host Jessica Mae Stafford, former Visionary of TBL and now Head of Sales & Partnerships at Stellar Brands, is joined by key leaders from both organizations to share the story behind TBL's acquisition by Stellar Brands and what it means for the future. Marilyn Adkerson, CPA, Founder of TBL, reflects on her transition into retirement and the journey that led to this pivotal moment. Bobby Hoyt, Founder and Visionary of Stellar Brands, shares why acquiring TBL aligned perfectly with Stellar's mission and long-term vision. Ariel Bash, Integrator™ of Stellar Brands, speaks to how she is balancing the preservation of TBL's culture while ensuring alignment with Stellar's growth vision. Ashley Travis, Head of Finance/HR and TBL Operations at Stellar Brands, offers insight into the smooth integration process and the stability it has brought to both teams. Jessica Mae Stafford leads the conversation and adds her own perspective on legacy, leadership transitions, and the heart behind choosing Stellar as TBL's new home. Together, this leadership team reflects on the past, shares behind-the-scenes details from the transition, and casts a shared vision for the future of TBL within Stellar Brands.

If you want better retention and more referrals, the key is to improve your client experience so it's not just your work that shines. In this bite-sized episode, I'm sharing how service providers can stand out and specific examples and ideas you can use to start creating memorable moments and happy clients.   I bought the card and box referenced in today's episode at www.vistaprint.com and the catalog and workbook at https://www.printivity.com/ To see the products I referenced (or to leave a comment or ask a question), check out the YouTube version of this episode at https://youtu.be/sWzuLyGR6fM Want to know when registration for Growth Accelerator and the All In Mastermind opens? Join my free email at https://www.HeatherJoyHubbard.com/Subscribe to be the first to know.

Your intake call isn't just a casual chat. It's your power move. In this episode, Jennifer and Robin share why this second step in your client experience journey can make or break your ability to close the sale. They explain how to lead with confidence, ask thoughtful questions that uncover what your clients really want, and position yourself as the expert from the very first conversation. You'll also learn how to use tech tools like AI to stay fully present while capturing key details without missing a beat. Plus, hear how creating a clear structure for your call helps set expectations, build trust, and make it easier to introduce your planning fee with ease. If you're ready to turn more inquiries into booked clients, this episode is a must-listen! Download the free Intake Call Guide: https://www.tiquehq.com/sales-call?utm_source=Podcast+Episode+135&utm_medium=Podcast+Shownotes&utm_campaign=Sales+Call Today we will cover: (01:40) Why the intake call matters is the key to closing the sale (09:30) How to prepare with confidence and establish your authority (11:30) Objection handling tips (18:20) Using AI for client interactions and digital note-taking (26:20) Building strong client relationships from the first call (28:45) How to structure an effective intake call and lead with confidence (36:40) How to introduce your planning fee without awkwardness (40:05) Collaborating with suppliers to enhance your destination knowledge Also mentioned in the episode: Seven Figure Sales Episode 123: How To Get A Client To Commit To A Budget with Courtney Gardner JOIN THE NICHE COMMUNITY An interactive membership for travel advisors wanting the community, education, & support to grow their business. VISIT THE TEMPLATE SHOP Create an enjoyable booking experience for every one of your travel clients. EXPLORE THE PROGRAMS Self-paced style courses for the modern travel advisor. FOLLOW ALONG ON INSTAGRAM @TiqueHQ

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:Feeling constantly behind and like you're always reacting instead of leading? In this episode, you'll learn four powerful strategies to help you shift from reactive to proactive in your advisory business. From building a defined client service calendar to setting clear expectations with clients, Libby shares simple ways to get out of the weeds and into a more strategic role.Organize your calendarShift from reviews to strategy sessionsSet better boundaries with clientsListen in for quick wins you can implement right away to reclaim your time and run your firm with intention.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! 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.

#576 Taylor Isselhard is a full-time wedding photographer and the host of the Wedding Lens Lounge podcast. As a professional who successfully transitioned from part-time to full-time photography, Taylor offers an in-depth perspective on the critical steps required for building a sustainable photography business.A significant theme in his career is the disciplined approach to business growth. Relying on his background in business, Taylor underscores the importance of thorough preparation before leaving stable employment. This includes maintaining a clear understanding of financial needs, forecasting bookings, setting aside an emergency fund, and only making the leap once the business demonstrates consistent demand and stability.KEY TOPICS COVEREDTransitioning to Full-Time Photography - Taylor describes how he built up his business gradually, shooting weddings part-time for six years and only going full-time once he reached a threshold of consistent bookings and had established key systems and savings.The Power of Client Experience and Networking - Taylor attributes much of his rapid growth to the positive client experience he provided and the word-of-mouth referrals it generated. He emphasizes the importance of networking with vendors, tagging them on social media, and intentionally nurturing relationships in the wedding industry to gain referrals and increase visibility.Systems, Workflow, and Work-Life Balance - Taylor discusses the practical systems he implemented for client management (like HoneyBook CRM), planning his work week, and balancing business with family life. He outlines his method for blocking off time, using spreadsheets for goal setting, and the importance of beginning with the end in mind—setting long-term goals and breaking them down into actionable steps.IMPORTANT DEFINITIONS & CONCEPTSCRM (Customer Relationship Management): A software tool (like HoneyBook) used to manage client interactions, contracts, invoices, and communications in an organized, professional manner—critical for scaling and streamlining a photography business.Begin with the End in Mind: A strategic planning principle (from “The 7 Habits of Highly Effective People”) involving setting clear, long-term business goals and then mapping out the milestones and actions needed to achieve them.DISCUSSION & REFLECTION QUESTIONSWhat fears or obstacles do you face in considering a transition to full-time photography, and how could Taylor's experience inform your approach?How can building client relationships and networking with vendors be integrated into your workflow?What current systems (or lack thereof) are holding you back from scaling your business and achieving balance?RESOURCES:Visit Taylor Isselhard's Website - https://tpiphotography.com/Follow Taylor Isselhard on Instagram - https://www.instagram.com/tpi_photography/Sign up for your free CloudSpot Account today at www.DeliverPhotos.comConnect with Raymond! Join the free Beginner Photography Podcast Community at https://beginnerphotopod.com/group Get your Photo Questions Answered on the show - https://beginnerphotopod.com/qa Grab your free camera setting cheatsheet - https://perfectcamerasettings.com/ Thanks for listening & keep shooting!

In the kickoff episode of this year's summer series, Robin and Jennifer take a closer look at the inquiry phase, the first step in the client journey and a powerful opportunity to set the tone for a high touch, personalized experience. Rather than viewing the inquiry form as just a lead filter, they reframe it as the beginning of the onboarding process. This attracts dream clients, sets expectations, and lays the foundation for lasting relationships! Learn how to design strategic inquiry forms that are both efficient and engaging, tailored to the unique preferences of different client types. From incorporating creative, emotion driven questions to using interactive tools like quizzes, this episode offers fresh ideas for turning a routine form into a meaningful brand touchpoint. Hit play and get inspired to elevate your client experience starting from the very first interaction! Today we will cover: (02:50) Understanding client experience vs. service (04:50) Rethinking the inquiry phase; creating inquiry forms (09:10) Tailoring forms to fit your audience (12:55) Adding personality and creativity to your questions (21:45) Setting expectations and creating boundaries early (35:00) Using quizzes and interactive tools to vet for fit → THE SIMPLE FEE CALCULATOR: https://www.tiquehq.com/fee-calculator?utm_source=Podcast+Episode+134&utm_medium=Podcast+Shownotes&utm_campaign=Fee+Calculator Also mentioned in the episode: Episode 91: What You Wish You'd Always Known About Booking Airfare with Lary Neron Episode 112: How to Create Interactive Content for Lead Generation with Josh Haynam JOIN THE NICHE COMMUNITY An interactive membership for travel advisors wanting the community, education, & support to grow their business. VISIT THE TEMPLATE SHOP Create an enjoyable booking experience for every one of your travel clients. EXPLORE THE PROGRAMS Self-paced style courses for the modern travel advisor. FOLLOW ALONG ON INSTAGRAM @TiqueHQ

Buckle up.. In this week's episode we talk - Old marketing = posting, ads, discounts- New marketing = unforgettable client experience that does the talking for youI- n 2025, your reputation is your marketingKey Points: VALUE x VALUE✔️ The Experience Starts Before They Sit in Your ChairBooking process, confirmation, vibe check—all part of your brand✔️ Word of Mouth is Now Experience-DrivenClients don't just share results—they share how they FELTIf the energy is off, they ghost—even with great hair✔️ Retention IS Your MarketingLoyal clients = walking, talking adsThe best “marketing strategy” is keeping clients obsessed with their experienceSo Tune in and take some notes!

In this episode, we're diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not sound thrilling at first, mastering these tools can completely transform your business—from client experience to team delegation and operational consistency. Whether you're starting from scratch or optimizing what you already have, this episode will walk you through exactly how to create workflows that protect your time and wow your clients. Plus, we've included downloadable templates to make implementation easier than ever.Here's what you'll learn in this episode:What a workflow and SOP actually are—and why they matterThe six essential elements of a great SOP (hint: it's more than just steps!)The most common mistakes advisors make when building workflowsHow to test and refine your SOPs before automatingWhy keeping a non-digital copy of your workflows is critical for long-term successBy the end of this episode, you'll have the clarity and tools to begin creating your onboarding SOP template—a foundational piece that will support every client interaction moving forward. This is where your onboarding process becomes referable, repeatable, and remarkable.Let's get building!

I want to meet YOU in Dallas in September!  This is part 2 of my conversation with Brandie and Ryan of Home+Sort and the How To Summit.  LINKS FOR LISTENERS: Come see us at the Summit in September! Hit this link: howtosummit.org and use code MELISSA10 for $50 off.  _______________________________________________________________________ overview and timestamps: This episode is the second part of a conversation with Brandie and Ryan of Home+Sort and the How To Summit.   They discuss the importance of continuously reevaluating business strategies, whether a solopreneur or a team leader, and how staying adaptable can lead to success. The discussion also highlights the upcoming How To Summit with new speakers, fresh topics, and an improved attendee experience.   The guests share insights on challenges in event planning, particularly under changing circumstances. They also touch on themes like client acquisition, neurodivergent organizing, and the value of community in the organizing industry. The episode aims to inspire and provide actionable strategies for business growth and personal development.   00:00 Introduction and Recap 00:36 What's New at the How To Summit 01:37 The Importance of Change and Adaptability 02:14 Event Planning and Client Experience 04:10 Summit Highlights and Speaker Lineup 06:05 The Value of Community and Networking 08:26 Investment in Personal Development 14:35 Exciting New Topics and Workshops 22:48 Final Thoughts and Farewell

Our next podcast takeover episode features Larry Kendall from Ninja Selling. It also was a unique opportunity, as we were able to record in the same room! We discussed the importance of building genuine relationships in business because referrals are all about connections, not just asking for them outright. I shared personal stories from my journey and how my diverse experiences have shaped my referral strategies. It was a fun and insightful conversation, and I am excited for you to listen in! Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/367