Podcasts about client experience

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

Welcome back to the Empower Her Business Accelerator podcast! I'm your host, Philippa Channer, and today we're kicking off a brand new July series focused on a game-changing business strategy: strategic partnerships. If you've ever felt like you're doing all the heavy lifting in your business alone, you're not alone. Many women entrepreneurs start their journey with the belief that success means doing it all solo. But here's the truth: the most resilient and thriving businesses are often built with the support of others. Strategic partnerships aren't just beneficial—they're essential. In this episode, we're unpacking the why behind these powerful collaborations. From expanding your audience to building credibility and filling in the skill gaps, we'll explore how thoughtful partnerships can accelerate your growth while preserving your energy. If you're ready to grow not just wider but deeper, this is the episode for you. ⏱️ Timestamps & Segment Insights (00:00) The Power of Strategic Partnerships We kick off today's conversation by debunking the myth that solopreneurs must walk the path alone. Philippa shares how building alliances with like-minded businesses can open doors you didn't even know existed. Strategic partnerships allow you to dream bigger, scale faster, and serve better—without having to stretch yourself thin.

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.

Cheyenne McGriff balances motherhood, building a business with her grandparents, and growing her investments, all while staying true to her values. An inspiring journey into delegation, legacy, and intentional living.See full article: https://www.unitedstatesrealestateinvestor.com/mom-guilt-real-estate-and-building-a-legacy-of-love-with-cheyenne-mcgriff/(00:00) - Introduction to The REI Agent Podcast(00:24) - Cashflow Quadrant Breakdown and Mindset Shift(01:06) - Erica Explores Her Potential Private Practice Model(03:09) - Building Businesses Beyond Your Profession(05:03) - The Push Toward Passive Income and Time Freedom(06:40) - Meet Cheyenne McGriff: Real Estate Mama and Podcaster(07:26) - Themes of Mom Guilt, Imposter Syndrome, and Connection(08:00) - Cheyenne's Journey: From Rural Roots to Real Estate(09:18) - Grandmother's Legacy in Real Estate Since the 70s(10:12) - Shifting Markets and Keeping Real Estate Exciting(10:42) - Cheyenne's Daily Rhythm, Team Growth, and Delegation(12:08) - Parenting, Preschool, and Shifting Seasons(12:34) - Client Experience and Hosting Meaningful Events(13:53) - Keeping the Magic Alive in Real Estate Service(14:51) - Online Client Community and Lasting Connections(15:43) - The Reluctant Leap to a Transaction Coordinator(17:13) - Fear of Losing Personal Touch in Delegation(19:06) - Feeling More Present at Home Through Support(19:18) - The Real Talk on Mom Guilt and Boundaries(21:15) - Preparing for Baby #2 with Better Systems(21:42) - The Boss Babe Energy vs. Soft Mom Energy(23:20) - Emotional Whiplash Between Clients and Kids(25:16) - Modeling Entrepreneurship and Flexibility for Children(26:10) - Mattias Reflects on Parental Roles and Investment(28:07) - Family Moments and Finding Seasonal Balance(29:05) - You Can Have It All—But Not All at Once(30:12) - Mastermind Hacks: Daily 10-Minute Kid Time(31:19) - Why You Need to Track Family Time Too(32:13) - Working With Grandparents: Legacy and Learning(33:14) - Cheyenne's Big Family and Close Connections(34:16) - Real Estate Wisdom: Don't Sell Homes on Sinking Land(35:42) - Describing the Culture of Western South Dakota(36:47) - Small Town Safety and Parenting Priorities(37:18) - Midwest Vibes and Market Stability(38:11) - Influx of Out-of-State Buyers Changed Everything(38:45) - Cheyenne's Mini Investment Journey(39:49) - Fixer Upper to Flip to Fourplex(40:39) - Cheyenne's Retirement Vision and Rat Race Escape(42:00) - Nuggets of Wisdom for New and Seasoned Agents(43:10) - Follow Cheyenne on Social and Her Podcast(44:03) - Show Outro: Subscribe and Keep Building the Life You WantContact Cheyenne McGriffhttps://cheyennesummer605.com/https://podcasts.apple.com/us/podcast/real-estate-mama-collective/id1769721882https://www.instagram.com/cheyennesummer605/@cheyennemcgriff4513 For more great insight into holistic happiness, visit https://reiagent.com

#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

Some people might put off planning because they don't know what the process is like or how hard it might be. What can potential clients expect when they come in to meet with the BHC team?

Your voicemail. Your phone tree. Your email signature. They seem like small details—but they're quietly shaping how prospects and clients feel about your firm.In this episode of The Growth-Minded Accountant, Lee Reams and Rebekah Barton uncover one of the most overlooked growth killers in accounting practices: poor first impressions.You'll learn:What your voicemail is really saying about your firmWhy complicated phone trees cause prospects to hang upThe email red flags that signal “amateur hour”How to tighten your communication touchpoints for instant trustThese fixes are quick. They're free. And they send the message that you run a professional, high-value firm—before you even return the call.

What if the secret to more leads wasn't just more ads, but the way your message shows up everywhere?Welcome to Gym Marketing Made Simple—where marketing meets clarity, and client growth is finally within reach. This show is your go-to resource for making smart, straightforward moves to grow your gym and increase revenue without getting lost in complex tactics.Episode Highlights:In this episode, David Rubin, owner of Courage Fitness in Durham, NC, shares how his gym went from 30 organic leads a month to over 80 and how pairing paid ads with a clear, consistent message helped drive over $83,000 in monthly revenue. He discusses the halo effect of advertising, the importance of message alignment across all platforms, and how gym owners can utilize both automation and a human touch to nurture leads effectively.Key Insights:Paid ads don't just bring in paid leads—they also boost organic traffic when done right.A consistent message across your website, social media, and ads builds trust and improves conversions.The halo effect of ads enhances brand awareness and amplifies its impact across all channels.Automation is helpful, but keeping it personal is what makes clients feel seen.A high barrier to entry (like personal training) can attract better-quality leads.Manual tracking gives clearer insights into the sales journey.A diversified marketing strategy is more sustainable than relying on one source.Long-term gains often come from short-term patience and consistency.Episode Chapters:00:00 Intro01:40 Dave Rubin's Client Experience and Success.05:04 The Halo Effect and Marketing Strategy.23:15 Lead Nurturing and Sales Process.23:46 The Role of Technology and Personal Touch.28:33 Advice for Gym Owners on Paid Marketing.If this episode has helped spark new ideas for your gym's growth, please share it with someone who needs it, or join the conversation with us. Marketing doesn't have to be overwhelming when you're not doing it alone.Thanks for tuning in to Gym Marketing Made Simple. We're grateful to have you here. Make sure to catch the next episode—we're just getting started.

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!

Welcome to the 17th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect's conference in Phoenix to dive into the most pressing trends at the intersection of private markets and wealth management —and unpack how wealth management firms are utilizing private markets to build out or enhance their practice.In this episode of the Monthly Alts Pulse, iCapital Managing Partner and Co-Head of iCapital Solutions, Steve Houston, and I are joined by Eric Harrison, Founding Partner of IEQ Capital.IEQ, managing close to $40B in AUM, has been an innovator from the start. Private markets — and a customized approach to investing in private markets — are a core part of the IEQ offering — and they've differentiated the firm as a result.Eric and Steve shared a number of thought-provoking perspectives on wealth management and how advisors and clients can approach allocating to private markets as part of a holistic asset allocation framework.Thanks Eric and Steve for a great episode … looking forward to the next Monthly Alts Pulse conversation!Show Notes00:00 Introduction and Guest Introduction00:24 Experiences in Private Banking01:28 Independent Advisors and Private Markets01:46 IEQ Capital's Approach to Private Markets03:33 Scaling and Research in Alternative Investments05:48 Client Experience and Customization07:35 Technology and Tax Strategy10:46 Innovative Ideas in Private Markets13:13 Conclusion and Final Thoughts

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

We're halfway through the year, advisors — and you know what that means. It's time to hit pause, get real about what's working (and what's not), and make sure you're set up to finish strong. In this episode, I'm sharing my favorite mid-year exercise: a SQUAD Analysis, plus a peek at how I do my own CEO Day to reset, reprioritize, and refocus for the second half of the year.Here's what you'll learn in this episode: 1️⃣ How to run your own S.Q.U.A.D Analysis (a fresh spin on SWOT just for advisors) 2️⃣ Which strengths you should scale — and which ones you shouldn't 3️⃣ How to spot the quicksand that's secretly dragging you down 4️⃣ The one-page Direction plan to keep you realistic and focused on what matters 5️⃣ How to pick your top 3 goals for the next quarter (without burning yourself out)No matter where you stand right now — ahead, behind, or coasting — this is your chance to recalibrate and play the rest of the year on purpose. Grab a notebook, your favorite coffee (mushroom for me, please), and let's map out a second half you can feel proud of.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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Your client experience doesn't start with a workflow or a fancy journey map. It starts with the words you choose and the tone you set.In this solo episode, I'm breaking down the 5 Client Experience Essentials — the layered framework I now use to help creatives build businesses that book faster, serve better, and feel easier to run. And while most people start with automation or journey mapping, I'm here to tell you why the real foundation of your experience is your client communication.If you've ever felt like your backend was “done” but your clients still seemed confused, clunky, or ghost-prone — this one's for you.Find It Quickly:01:10 — The 5 Client Experience Essentials, defined02:10 — Why most creatives start with the wrong layer02:28 — House analogy: what communication, workflows, and delivery systems really are03:14 — Why poor communication breaks even great systems04:31 — Your voice is the experience: what builds trust04:53 — Where journey mapping fits (and why it's not step 1)05:14 — What to fix first if your experience feels clunky05:37 — From systems strategist to experience architect06:06 — Inside Email Like You Mean It and how it helps

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

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

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

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

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

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

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

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

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

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