Podcasts about client experience

Hey Friend, Welcome to the Start That Business Podcast, where Christians with a 9-to-5 get the clarity, strategy, and faith-first guidance they need to step boldly into their calling to start a service-based business without leaving their job yet. In this episode, I sit down with Marc Haine, Customer and Employee Experience Strategist, bestselling author of Lights! Camera! Action!, and founder of Elite Headline Speakers, to talk about why extraordinary client experiences are never an accident; they are designed. By the end of this episode, you will know how to create a client experience so intentional that your very first client remembers you, refers you, and comes back. We get into the small, nearly free moments that make a new client feel deeply cared for, and how taking care of the people around you is what ultimately takes care of your customers. I pray this blesses you. . Today's Episode Spotlight Join the Arise and Shine Prayer Call @ 5 am CST | 6 am EST Join the Arise and Shine 365 Challenge . Ready to Start Your God-Given Business Without Leaving Your Job Yet? Take my free workshop and stop waiting for the conditions to be right. This workshop is for Christians with a 9-to-5 who feel called to start a service-based business. Sixty minutes. Four 15-minute blocks. The biblical, steady, faith-grounded framework for starting your God-given business without leaving your job yet. Join the Free Workshop: How to Launch Your First Service-Based Business Without Quitting Your Job Yet

Every business decision is doing one of two things. It's either building authority or destroying it.  In this episode, Jake breaks down five business decisions that are silently ruining personal brand authority. From the way you position your pricing and package your offers to the way prospects experience your sales process, onboarding, and client journey, these hidden decisions shape whether people trust you, value your expertise, and see you as the obvious choice.  Because personal branding is about far more than logos, colors, and social media presence. True authority is built throughout the entire customer journey. Every touchpoint either reinforces confidence or creates doubt.   Whether you're a coach, consultant, service provider, or entrepreneur building something meaningful, this conversation will challenge the way you think about personal branding. Because authority isn't something you claim. It's something people experience. And when every part of your business is aligned to reinforce trust, growth becomes a whole lot easier.  What You'll Learn: The five business decisions that quietly destroy personal brand authority How to strategically design premium offers that elevate perceived value and strengthen credibility The hidden mistakes that attract the wrong clients and repel the right ones The overlooked touchpoints that either reinforce or erode trust throughout the customer journey Practical ways to strengthen authority at every stage of your business Timestamps: (00:43) - Why Personal Branding Is More Than Logos, Content, and Social Media (05:08) - Pricing & Positioning Mistakes That Destroy Authority (06:22) - Why Premium Offers Build More Trust Than Hourly Services (12:26) - Too Many Offers = Less Authority (14:26) - The Signature Offer Framework That Builds Trust Faster (24:15) - Sales & Conversion Mistakes That Cost You Clients (33:39) - Brand Positioning and the Danger of Being a Generalist (40:59) - Operations, Onboarding, and Client Experience (41:34) - The Hidden Trust Leaks Creating Buyer's Remorse (48:58) - Final Challenge: Which Business Decision Is Costing You Authority? Are You Seen as a True Crowned Authority™ With Your Personal Brand? Take the Crowned Authority™Assessment | https://www.fordivine.com/assessment/  Connect with Jake: Instagram | https://www.instagram.com/jakehavron     YouTube | https://www.youtube.com/channel/UCxG3bKqLK_M_HZpOgiVrtng  More from Emily & FORDIVINE: Website |  https://meetemilyford.com   Instagram | https://www.instagram.com/itsemily         Facebook | https://www.facebook.com/itsemilymethod    YouTube | https://www.youtube.com/c/ITSEMILYFORD  Called & Crowned Podcast | https://www.instagram.com/calledandcrowned/  FORDIVINE | https://www.fordivine.com/discover   

As advisors, we spend a lot of time working in the business—but not nearly enough time working on the business. In this episode, Libby pulls back the curtain on the exact quarterly CEO Day framework she recently led for her Systems to Scale alumni community. With Q2 coming to a close, she shares how to create the space for strategic thinking, avoid turning your CEO time into a glorified catch-up day, and walk away with a clear plan for the next 90 days. Whether you're a solo advisor or leading a growing team, this episode will help you become more intentional, proactive, and focused as you head into the next quarter.In this episode, you'll learn:How to structure a quarterly CEO Day that actually leads to action instead of becoming another day spent answering emails and putting out fires.The five key business categories every advisor should review each quarter, including people, finances, processes, client experience, and technology.Why brain dumps and structured reflection exercises help uncover opportunities, bottlenecks, and priorities that are easy to miss during day-to-day operations.A practical framework for identifying your next three quarterly goals and turning them into actionable plans that actually get completed.Libby shares the same process she used in her own advisory firm and now teaches inside her coaching programs. If you've ever wondered what it really means to "work on the business," this episode gives you a step-by-step roadmap for creating the time, clarity, and focus needed to move your firm forward. As you wrap up the quarter, consider blocking time on your calendar for your own CEO Day—you may be surprised by how much progress can come from simply creating the space to think strategically.Join the Systems to Scale Group Coaching Program HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.

Most photographers think they have a client experience because they have a few key milestones in place: an inquiry form, a proposal, a questionnaire, and a gallery delivery email.But milestones aren't the same thing as a client experience.In this episode, I'm breaking down the difference between milestones and touchpoints, why your workflows might feel broken even when they're technically working, and the process I use with every Systems in Session client before we build a single automation.In this episode, you'll learn:• The difference between milestones and touchpoints in your client journey• Why copying someone else's workflow rarely works in your business• The three-step process for designing a client experience before building automations• How communication gaps create unnecessary client questions and frustration• Why touchpoints are the key to more reviews, referrals, and repeat clients• The first step to creating a client experience that feels intentional from inquiry to deliveryResources Mentioned:Mind the Gap Client Journey Planner (grab it for FREE)https://coliejames.com/gapSystems in Session (Q3 seats are now OPEN)https://coliejames.com/systemsGrab your seat for Systems in Session before July 10th and get July's Experience Edit for FREE.

If you've ever struggled to come up with meaningful gifts, memorable client experiences, or even remember the little details that matter most to your clients, this episode is for you. In this Efficient Friday episode, Libby dives into the power of building a Client Intel Process—a simple but powerful system for gathering, storing, and using personal information to deepen relationships and create remarkable client experiences. More importantly, she shares the common mistakes advisors make when collecting client intel and how to avoid turning something thoughtful into something transactional. Based on conversations from a live Q&A with advisors inside The First 100 Days course, this episode will help you create more authentic connections with clients while using process to support—not replace—the human element of your practice.In this episode, you'll learn:Why asking clients to fill out a questionnaire about their preferences can actually diminish the impact of future gifts and gesturesHow to gather meaningful client intel naturally through conversations, observation, and the practice of "double-clicking"Creative ways to use personal information to surprise, delight, and strengthen client relationships throughout the yearHow to build a simple process for capturing and accessing client intel so no important details get lost over timeThe best client experiences aren't built on expensive gifts or elaborate gestures. They're built on making people feel seen, known, and valued. By creating a thoughtful Client Intel Process, advisors can use systems and processes to deepen human connection, strengthen trust, and create experiences clients remember long after the financial planning conversation ends.Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.

Check out Lisa's Healthy, Wealthy & Kind Retreat in Bali https://healthywealthykindretreat.com/ Retail isn't about one person doing a great job - it's about the whole team being aligned. In this episode, Lisa shares the powerful concept of “One In, All In” and explains why retail only works when your entire team believes in, uses, and consistently recommends your products. If your salon retail feels inconsistent or awkward, this episode will show you what needs to change, and where to start. If you're ready to build a team that communicates confidently, recommends naturally, and helps you grow your salon without burning out… Check out Lisa's Healthy, Wealthy & Kind Retreat in Bali https://healthywealthykindretreat.com/ #salonretail #salonbusiness #salonowner #salonteam #beautyindustry  

The following article of the Professional Services industry is: “How Listening to Employees Can Shape Future of Client Experience” by Jorge Mandujano, CEO, Beyond Technology.

Sponsors: ◦ Visit Buildertrend to schedule a demo ◦ Marvin Windows and Doors ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Trapper Roderick: ◦ https://www.instagram.com/roderickbuilders Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube

Retail doesn't need to feel pushy or awkward. In this episode, Lisa breaks down a simple but powerful concept: Float like a butterfly, sting like a bee. Learn how to balance connection with confidence, so your team can recommend products in a way that feels natural, helpful, and aligned with great client service. Because when you get the communication right… retail becomes easy. Checkout my Healthy, Wealthy and Kind Retreat in Bali in August - it's a game changer! https://healthywealthykindretreat.com/ #salonretail #salontraining #salonteam #clientexperience #salonbusiness  

While everyone is focused on AI, I share why we chose to rebuild our entire client experience from the ground up instead. In this episode, I take you behind the scenes of a week-long overhaul of our delivery systems, revealing how we improved every touchpoint, streamlined operations, and made working with us easier, faster, and clearer for clients. I also talk about the role AI plays in our business, why human expertise still matters, and how CEOs can create growth by regularly revisiting and refining the customer experience. Tune in to hear the lessons, leadership insights, and practical strategies that helped us elevate our client experience to the next level.

Season FIVE Episode FIFTEEN of the Your Story Our Fight® podcast welcomes Katherine Antequera. Katherine Antequera is a luxury client experience leader, speaker, and advocate living with lupus for over two decades. Diagnosed at just 13, she has transformed her journey into a platform for resilience, confidence, and empowerment—using beauty, mindset, and faith as tools for healing and self-expression. Through her story, Katherine inspires others to embrace their strength, redefine beauty on their own terms, and live boldly despite chronic illness.

Send a question or message to Kate & SamWelcome to Episode 12 of the Roadmap to Business Success series, and our third episode in Quadrant 3: Grow Smart | Capacity!Most businesses pour their energy into acquiring new clients. The most successful businesses pay enough attention to what happens after the sale. Did you know that it costs five to seven times more to acquire a new client than to retain an existing one? And your best marketing is a client who won't stop talking about you and refers you to all their friends.In this episode, Kate and Sam get practical about how to design a client experience so consistently good that it turns happy customers into raving fans who refer others , and keep coming back themselves."Your best marketing is a client who won't stop talking about you. Design your experience to create those people."We cover:Why remarkable experiences don't happen by accident: Every great client experience is the result of intentional design and consistent systems, not luck or personalityThe client journey map: How to identify every touchpoint from first enquiry to final delivery, and why systemising each one is the foundation of consistent qualityOnboarding done right: Why what happens immediately after someone pays you sets the tone for the entire relationship, and the simple automations that eliminate no-shows and buyer's remorseHuman versus automated: Why you need to understand your client journey manually before you automate any part of it, and where technology enhances the experience versus where it undermines itFeedback as a growth tool: Why positive feedback tells you nothing useful, and how to ask questions that actually reveal where your client experience is falling shortThe Google review system: Why asking once rarely works, and why timing your request immediately after a win dramatically increases your conversion ratePost-engagement follow up: Why the relationship shouldn't end when the contract does, and how a simple check-in system keeps clients warm and generates referralsLiving up to the hype: Why it's always better to shrink your marketing promises and over-deliver on the experienceThe consistency formula: Systems create consistency. Consistency creates trust. Trust creates referrals. Referrals create growth.Kate and Sam also share real stories from the experience side, good and bad.They also discuss the exciting frontier of AI avatars that can deliver personalised video messages to new clients, and why the businesses that combine smart automation with genuine human warmth are the ones that will win long-term.Coming Up Next: Episode 13 Designing a business that doesn't break you. How to protect your energy, design for sustainability, and make sure that as your business grows, your life gets better, not worse.Join the Workshop: Kate and Sam are hosting their Grow Smart Workshop on Wednesday 24th June — bring your questions on business models, capacity, hiring, client experience and scaling and get coached live.

Have you ever walked away from a conversation feeling completely unheard? It's a common plight, but in the design world, this can spell disaster for client relationships. In today's episode, we'll explore the transformative art of client communication and care that makes the difference between a one-time project and a lifelong partnership. From the power of active listening to the strategic distribution of talk time with the one-third, two-thirds rule, I'm sharing insider strategies that will ensure your clients feel not just heard, but deeply understood, valued, and cared for. Our discussion goes beyond the basics as we highlight the role of a client concierge, offering personalized experiences that turn ordinary projects into memorable journeys. Imagine writing 'love notes' to your ideal clients—sounds unconventional, right? Yet, it's these touches of human connection, alongside choosing projects that mirror your values, that keep clients coming back for more. Join me as I unpack the importance of clear communication, proactive updates, and the excitement that emerges from aligning with clients who share your vision, all wrapped up in the vibrant storytelling our listeners have come to love. In this episode, you will hear: The importance of client communication, focusing on the four needs of every client: feeling heard, understood, valued, and cared for Strategies for active listening, note-taking, and recapping meetings to ensure clear communication and client satisfaction How to keep your clients from feeling the friction of the design process A special invitation to my Upcoming High Point Market events for networking, client acquisition, and profit strategies As one of our Fan Favorite episodes, I'd love to know what your favorite episode is. Reach out via @melissagalt on Instagram or Facebook and let me know. And be sure to REVIEW this podcast on Apple podcasts. It means the world! When you're ready to hit the next level of design success without the burnout, you can book your complimentary Zoom Design Business Assessment with me here at www.melissgalt.com/DBA. You deserve it! Connect with Melissa Instagram Facebook Linkedin Website  

In this episode, Jozlyn Miller, Manager of Education and Industry Expert at Boulevard, breaks down why retention may be one of the most profitable growth strategies beauty professionals are underusing.She shares how improving the client experience, rebooking conversations, service add-ons, memberships, and client education can help salons and spas increase revenue from existing clients.

Sponsors: ◦ Visit Buildertrend to schedule a demo ◦ Marvin Windows and Doors ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Brian Harris:  ◦ https://www.drbrianharris.com  ◦ https://www.instagram.com/drbrianharris   Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube

On this episode of TALKdesign, host Adrian Ramsay sits down with Mick Hawes to explore builders business coaching, client experience, leadership, AI, and what success really looks like for custom home builders.Mick Hawes is the founder of Builders Business Blackbelt and has spent most of his life in and around the building industry. With more than 35 years of experience as a performance coach across business and elite sports, Mick now focuses that knowledge specifically on custom home building businesses, helping builders apply tailored systems, tools, and coaching to the challenges they actually face.In this conversation, Adrian and Mick unpack one of the strongest ideas in the episode: a builder's real product is not the knockdown rebuild, extension, renovation, or sloping block home. The real product is the quality of the client's experience. Mick explains that clients expect quality work, yet what they truly remember and talk about later is how the process felt — whether they were listened to, guided, understood, and supported.The discussion also moves into the changing role of AI and automation in building businesses. Mick's view is not that builders should avoid AI, rather that they should use it to clear space for the human work that matters most. In a world where more communication is automated, face-to-face conversations, trust, listening, and emotional intelligence may become even more valuable.Adrian and Mick also explore success, freedom, daily habits, sleep, shiny-object distraction, and why business growth often requires moving from information gathering into experience and, eventually, wisdom. For builders, designers, and anyone working with clients on deeply personal projects, this episode is a grounded reminder that better business starts with better leadership. Hosted on Acast. See acast.com/privacy for more information.

If you've been listening to the podcast lately, you know we've been talking a lot about client experience, onboarding, and the first 100 days. And this week, I'm coming to you from the Ritz-Carlton in Chicago, where I'm speaking at a conference and taking notes on one of the most recognized customer experience brands in the world. As I've watched the little details and thoughtful touches that make the Ritz-Carlton experience so memorable, I couldn't help but think about how easily many of those same principles can be applied inside an advisory firm. In this episode, I'm breaking down three specific Ritz-Carlton practices that advisors can use to create more memorable, consistent, and remarkable client experiences.In this episode, you'll learn:How the Ritz-Carlton's famous $2,000 Rule empowers employees to solve problems, create memorable moments, and deliver exceptional service without waiting for management approvalWhy capturing client preferences and personal details is only half the battle—and how to actually use that information to strengthen relationships and deepen client loyaltyHow daily service meetings at the Ritz create consistency across the organization and how advisors can incorporate client experience discussions into their own team meetingsThe three foundational pillars of a remarkable client experience: empowering your team, collecting meaningful client intelligence, and creating processes that ensure consistence.The best client experiences don't happen by accident. The Ritz-Carlton has built a reputation for excellence by intentionally empowering employees, documenting client preferences, and creating systems that reinforce exceptional service every day. The good news is that you don't need a luxury hotel budget to apply these principles. Small, thoughtful actions backed by strong processes can help your clients feel seen, known, and valued—and that's what creates loyalty, referrals, and lasting relationships.Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.

Are you just a number to your financial advisor—or do they actually know your story? This episode explores how personalized advice can differ from large firm experiences, especially as you approach retirement. Brandon Bowen shares a real client example to highlight how service, communication, fees, and tax considerations can impact financial decisions. The conversation focuses on the value of relationships, simplifying portfolios, and reviewing strategies as needs change over time. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Sponsors: ◦ Visit Buildertrend to schedule a demo ◦ Marvin Windows and Doors ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Emily Couture:  ◦ https://www.emmycouturedesigns.com  ◦ https://www.instagram.com/emmycouturedesigns Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube

When onboarding feels chaotic behind the scenes, clients feel it too. In this episode, Libby breaks down one of the simplest yet most powerful systems she ever implemented to reduce client anxiety, improve communication, and create a more professional onboarding experience: the weekly client update email, also known as the “Domino's Pizza Tracker” for your practice. Drawing from real-world lessons and a major onboarding mishap, she shares how proactive communication can completely transform how clients experience those critical first 30 days.You'll hear practical ways to keep clients informed without overwhelming them, how to create more accountability inside your team, and why consistency matters so much when building trust during large money movements and account transitions. If your onboarding process sometimes feels messy, reactive, or stressful, this episode will help you create a system that feels smoother for everyone involved.In this episode you'll learn:Why proactive weekly communication dramatically reduces client anxiety during onboardingHow to structure a simple “Domino's Pizza Tracker” email your clients will loveThe internal systems and workflows that keep onboarding organized and prevent things from falling through the cracksBest practices for timing, consistency, delegation, and setting expectations during the first 30 days of the client experienceThis episode is packed with simple but highly effective ideas that can immediately elevate your onboarding experience without adding a ton of extra work. If you want clients to feel informed, confident, and cared for from day one, this is an episode you won't want to miss.Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.

High end remodeling and high end landscaping have more in common than most people realize.Kyle sits down with Jeffrey Scott of Jeffrey Scott Consulting to unpack the similarities between successful design-build remodelers and top landscape companies. They talk about emotionally invested clients, protecting margins, managing high expectations, building trust, handling handoffs between sales and production, and why scaling an “artisanal” business is harder than most owners expect.There are a lot of practical takeaways in this one for remodelers looking to improve client experience, tighten systems, and grow without losing quality!The Summer Growth Summit in Detroit is a hands on growth experience for lawn and landscape business owners and their teams, featuring behind the scenes access to Great Lakes Landscape Design and Troy Clogg Landscape Associates.Tour two outstanding companies, meet their leadership teams, and learn practical strategies for marketing, sales, operations, AI, culture, and growth from the people driving success every day.Walk away with fresh ideas, proven systems, and practical tools to help take your company to the next level.To learn more and get event details, check it out here: https://jeffreyscott.biz/summer-growth-summit-26/If you're serious about improving your remodeling business, you should check out the Rise Conference from Remodelers On The Rise, happening August 11 and 12 in Ann Arbor, Michigan. This two day event is built specifically for remodeling business owners who want practical strategies they can actually implement, from improving your sales process and marketing to building a stronger team and running a more profitable business. You'll connect with remodelers from across the country, hear from experienced industry leaders, and walk away with ideas you can put into action right away. To learn more and grab your ticket, head over to remodelersontherise.com/rise.Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights!Key TakeawaysHigh-end clients prioritize emotional fulfillment over rational factors.Exceptional detail management is crucial for high-end success.Branding and reputation serve as a psychological safety net for clients.Effective handoffs and communication routines are critical for scaling.Protecting margin requires active scope and scope change management.Building trust through consistent branding reduces perceived risk.An advisory role elevates professionalism beyond mere order-taking.Scaling success relies on systematizing processes and delegating roles.Chapters00:00 Introduction to Jeffrey Scott and His Background05:45 Transitioning from Family Business to Consulting10:32 Understanding Client Emotions in High-End Sales15:32 Managing High Expectations in Service Industries20:24 The Importance of Details and Quality Control26:24 Effective Communication and Client Relationships30:46 Building Trust Through Branding and Reputation35:32 Advisory Role in Client Relationships40:44 Scaling a Business Without Compromising Quality

Lack of systems can quietly drain your time, energy, and profits. Setting boundaries and creating simple processes can feel overwhelming, but today's guest shares how to get started in a way that actually gives you your life back.If you get a ton of value in this episode, I would love to invite you to subscribe because it costs nothing to subscribe.Molly Klipp is the founder of Carefree Beauty Permanent Makeup and the Profit Coach with Beauty Business Mastery. With over 40 years in the beauty industry, she helps beauty business owners simplify, systemize, and succeed through clear processes, stronger boundaries, and better client experiences. She brings a story-driven, practical approach rooted in real-life lessons.  Welcome, First Molly!Support the showCheck out Strategic Sales Queen for more great interviews, podcasts, and blogs to help you achieve more, faster!https://www.strategicsalesqueen.com/​

Most wedding vendors think the job starts and ends on the wedding day. Your clients disagree.In this episode, Sam and Katy walk through the full client journey, from the moment a couple signs a contract to long after the wedding is over. They cover what clients actually need at each stage, why so many vendors lose the plot between booking and the big day, and how small gestures at the right moments turn one-time clients into people who talk about you for years.You'll learn:Why the welcome experience right after booking is your biggest missed opportunityHow to anticipate client needs before they even think to askWhat separates a three-star client experience from a five-star oneHow the post-wedding touchpoint drives referrals more than almost anything else

Send us Fan MailSomewhere along the way, parts of the salon industry stopped focusing on hair.Now it feels like everyone is chasing trends, distractions, aesthetics, side hustles, “luxury experiences,” influencer content, and anything else they can add to their business while ignoring the fundamentals that actually create loyal clients.In this episode, we break down why so many salons are trying to solve business problems with gimmicks rather than strengthening their services, systems, communication, and client experience.We talk about performative luxury, social media trends, weak retention, copycat marketing, hospitality vs service, client psychology, and why consistency matters far more than novelty.We also share real examples from our own salon, lessons from other industries, and the simple things that actually create long-term loyalty and trust with clients.Your business should serve you, so that you can serve others.And that starts with mastering the thing you're actually supposed to do.Key TakeawaysMany salons are focused on distractions instead of fundamentals. Clients care more about consistency than trends. Most salon marketing is aimed at other stylists, not clients. “Performative luxury” is not the same as great service. Hospitality should support the service, not replace it. Weak retention cannot be fixed with gimmicks. Copying trends is not innovation. Strong salons solve client problems directly. Relationships and communication drive long-term loyalty. Great businesses strengthen fundamentals before adding complexity.Time Stamps00:00 — Intro + restaurant experience opening take 06:00 — “The industry will do anything but hair” 07:00 — Salons becoming coffee shops and retail stores 08:00 — Marketing to other stylists instead of clients 10:00 — Performative luxury and trend culture 12:00 — Hospitality vs actual service 13:00 — What clients really want from salons 15:00 — Why most social media content misses the mark 16:00 — Consistency creates trust 17:00 — Trends vs true innovation 18:00 — Solving client problems vs copying trends 19:00 — Why salons keep adding distractions 21:00 — Retail, candles, food, and side quests 22:00 — Lessons from the fitness industry 24:00 — Weak fundamentals and underpricing 26:00 — Discounts and attracting the wrong clients 28:00 — Why gimmicks don't fix retention 29:00 — What actually creates long-term loyalty 31:00 — Relationships, professionalism, and communication 34:00 — Hospitality done correctly 36:00 — Consistency and predictable experiences 38:00 — Tier A salons focus on depth 40:00 — Questions salon owners should actually ask 41:00 — Weak businesses add complexity 42:00 — Final thoughts: stop avoiding the fundamentalsLinks and Stuff:Our Newsletter Mentoring InquiriesFind more of our things:InstagramHello Hair Pro Website

#120: 3 Mistakes Ruining Your Teeth Whitening Client Experience (Visuals, Scent & Sound) Whitening Wednesday; the only podcast dedicated to professional teeth whitening

Customer retention doesn’t require grand gestures or complicated systems — it’s built through small, intentional actions done consistently. In this highlight episode, Stacey dives into simple but powerful ways to make customers feel valued, heard and excited to return. From confidently asking for feedback (even when things go wrong), to creating moments of surprise and delight outside the four walls of your business, Stacey shares practical strategies that strengthen loyalty and reduce the pressure of constant customer acquisition. This episode also explores how to spot “flight risks” early and proactively reconnect before customers quietly disappear. If you want more repeat customers, stronger relationships and a business that feels easier to run, this episode is packed with ideas you can implement straight away.See omnystudio.com/listener for privacy information.

What if the life you have been imagining could actually begin somewhere else? At Move Abroad Con in San Diego, at the Hard Rock Hotel, Lori Adams-Brown stepped onto the conference floor to have three honest conversations with people living and breathing the conference about the expat life. Each one brought a different perspective. All three pointed to the same truth: the world is more open than most people think. Why people from all walks of life, and all stages of life, are reconsidering where they call home What Shasta Townsend has learned after nearly five years in Puerto Vallarta, and the one mistake she sees people make when they try to go it alone How Mischa Mannix-Opie reframes New Zealand's location from a limitation into a genuine advantage The surprising education opportunities opening up for people who believed that chapter of their life had closed How to approach the expat journey as an adventure, even when the process feels overwhelming Mischa Mannix-Opie is Director of Client Experience at Greener Pastures New Zealand, a full-service firm helping global citizens gain permanent residency through investment, lifestyle transition, and immigration support. Shasta Townsend is a real estate and relocation expert based in Puerto Vallarta, helping individuals and families make the leap to expat life in Mexico with confidence. Kelsey Morgan served as Events Coordinator for Move Abroad Con, helping bring together a remarkable community of explorers at every stage of the expat journey. Move Abroad Con is produced by Expatsi, founded by CEO Jen Barnett. Introduction Kelsey Morgan: What Move Abroad Con Revealed About Why People Move Shasta Townsend: The Truth About Moving to Mexico Mischa Mannix-Opie: Reframing New Zealand as a Global Hub Find Mischa Mannix-Opie at: https://www.linkedin.com/in/mischamannix-opie/ | Greener Pastures New Zealand: www.greenerpastures.nz Find Shasta Townsend at: https://www.instagram.com/shasta.townsend/ Learn more about Move Abroad Con and Expatsi at: https://expatsi.com/mac-tickets Subscribe, leave a review at https://www.aworldofdifferencepodcast.com/reviews/new/, and share this episode. Visit https://www.aworldofdifferencepodcast.com for more resources. Timestamps: Learn more about your ad choices. Visit megaphone.fm/adchoices

In part two of the customer retention series, Stacey dives into one of the most powerful — and often overlooked — ways to keep customers coming back: building genuine relationships. From remembering names to creating simple systems that help customers feel seen, heard and valued, this episode explores why retention is far more effective than constantly chasing new customers. Stacey shares practical examples from her own business, explains how small personal touches can dramatically increase loyalty, and challenges business owners to embed relationship-building into their daily processes. If you want stronger customer connections, better retention and more sustainable revenue, this episode delivers simple strategies you can start using immediately.See omnystudio.com/listener for privacy information.

Today we have on guest, Korrine Johnson, talking about her path from high-end optical sales to travel advising, co-founding an agency, and later selling her half to focus on consulting, trainings, and cruise-only sales. Korrine explains building systems over 10+ years, launching Travel Biz Boss in 2018 and Cruise Business Blueprint in 2024, and how adopting TravelJoy plus a part-time VA helped double revenue by reducing repetitive tasks. She discusses niching into cruises after burnout from broader luxury/FIT work, using numbers and intuition to guide the shift, and marketing cruises by focused messaging and clear value beyond booking. Together we cover automating client communications, managing expectations, selective cruise-line booking, using AI/Gamma to create personalized port guides, VA outsourcing ideas and sources, and Korrine's routines and move to Mexico! Please share this episode with a friend who would love it! 00:00 Welcome and Guest Intro 00:22 Korrine's Travel Origin Story 01:50 From Agency Owner to Workflow Coach 03:39 Why Systems Matter 05:37 Choosing a Cruise Niche 08:23 Getting More Cruise Clients 10:14 Messaging and Value Hooks 11:37 Fees and Cruise Booking Value 13:25 What Cruises to Book or Avoid 15:42 Selling Cruises Without Cruising 17:29 Building Templates Over Time 19:15 Automation Tools and Revenue Boost 21:25 What a Cruise Workflow Automates 24:13 Automate Client Emails 24:56 Workflow Customization Ideas 25:33 Cruise Blueprint Workflows 26:41 Virgin Voyages Example 27:40 Workflow Updates Access 28:04 AI Port Guides With Gamma 31:00 Port Guide Time Savings 32:10 Canva Versus Gamma 33:33 Mighty Networks Community 36:03 Outsource Tasks To VAs 38:14 Finding The Right VA 40:23 Rapid Fire Wrap Up 42:20 Morning Routine And Mexico Connect with Lindsay: https://www.lindsaydollinger.com/quiz https://www.instagram.com/lindsaydollinger https://www.atlastiseetheworldtravel.com Connect with Korrine: Cruise Business Blueprint: https://lindsaydollinger--travelbizboss.thrivecart.com/cruise-business-blueprint/ (my affiliate link) Use code PIXIEDUST for $50 off! https://www.travelbizboss.com/ @travelbizboss

Sponsors: ◦ Visit Buildertrend to schedule a demo ◦ Marvin Windows and Doors ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Jordan Bastian:  ◦ https://www.instagram.com/iconpower ◦ https://www.youtube.com/@WattLab-by-Icon ◦ https://www.instagram.com/jbastian3 Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube

Gary Williams sets the stage from Quail Hollow Club ahead of the Truist Championship, highlighting the evolution of this PGA TOUR stop into a premier Signature Series event. He reflects on the course's history, Rory McIlroy's dominance at the venue, and the broader storylines shaping the current PGA TOUR season—from competitive parity to the importance of elite fields and championship venues. The conversation also touches on course conditions, including drought challenges in the Southeast, and how Quail Hollow continues to test the best players in the world.Michael Kim, PGA TOUR winner, joins to discuss the current state of the TOUR, including player perspectives on competition, governance, and the evolving landscape of professional golf. He also reflects on his standout college career and shares insights into what it takes to compete at the highest level, offering fans a candid look at life on TOUR.Rex Hoggard, senior writer for @GolfChannel, breaks down the biggest storylines heading into the week, including the debate around Player of the Year and the depth of talent across the PGA TOUR. He and Gary discuss the balance between dominance and parity in today's game, and why this season feels as competitive as ever.Sherry Graziano, Head of Digital, Client Experience and Marketing at Truist, explains how the championship goes beyond golf, focusing on community impact, sustainability, and year-round engagement in Charlotte. She details how initiatives tied to the event aim to create lasting economic and philanthropic benefits, making the tournament more than just a four-day competition.Keith Wood, Director of Greens and Grounds at Quail Hollow Club, provides a behind-the-scenes look at course setup, detailing the challenges of maintaining championship conditions amid drought conditions. He explains how firmness, green speeds, and agronomy decisions shape the test players will face.Keith Stewart, founder of Read The Line, brings a betting and analytics perspective to the conversation, breaking down key storylines for the week and how course fit, recent form, and statistical trends factor into evaluating the field. He offers insight into players to watch at Quail Hollow and explains how fans can better understand the nuances behind performance data when following the PGA TOUR.Johnny Harris, President of Quail Hollow Club, and Johno Harris, chairman of the Truist Championship, share their vision for the event and the role it plays in Charlotte's sports culture. They discuss the importance of delivering a world-class fan experience while continuing to elevate the tournament as one of the PGA TOUR's marquee stops. 5 Clubs airs on Golf Channel and SiriusXM PGA TOUR Radio (Channel 92).

In this episode of How to Run a Successful Business and Still Have a Life, Stacey Morgan dives deep into customer retention and why it’s a game-changer for your business. She shares practical strategies to keep your customers coming back, from mapping the customer journey, creating milestones, and ensuring consistent touchpoints, to surprising and delighting your clients. Stacey explains how understanding your customer’s needs, communicating your vision, mission, and values, and making them feel part of your community turns first-time buyers into loyal, lifelong customers. This episode is packed with actionable insights for small business owners who want to focus on retention, build meaningful relationships, and reduce the cost of constantly acquiring new customers. See omnystudio.com/listener for privacy information.

How are you creating referrals in your business? Do you have a process or system for doing it? Our guest today is Stacey Brown Randall, who is a repeat guest from episode 147. Stacey shares with us how delivering a referable client experience creates a multiplier effect TODAY'S WIN-WIN:Small talk is not relationship building.LINKS FROM THE EPISODE:Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/. You can visit our guest's website at: https://staceybrownrandall.com/Get a copy of our guest's books: https://referableclientexperience.com/https://generatingbusinessreferrals.com/Attend our Franchise Sales Training Workshop:  https://bigskyfranchiseteam.com/franchisesalestraining/Connect with our guests on social:www.linkedin.com/in/staceybrandallhttps://www.instagram.com/staceybrownrandallhttps://www.facebook.com/StaceyBrownRandallhttps://www.youtube.com/@referralswithoutaskingABOUT OUR GUEST:Stacey Brown Randall is the author of the new book, The Referable Client Experience, and the multiple award-winning book, Generating Business Referrals Without Asking. She is also the host of the Roadmap to Referrals podcast. Stacey teaches business owners how to generate referrals naturally...without manipulating, incentivizing or even asking. She has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, and more. She received her Master's in Organizational Communication and is married with three kids.This episode is powered by Big Sky Franchise Team. Big Sky Franchise Team is consistently recognized as one of the best franchise consulting firms in the United States, helping entrepreneurs franchise their businesses through a proven 3-Step franchise process rooted in ethical principles, hands-on guidance, and customized deliverables.  If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/. The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

Sponsors: ◦ Visit Buildertrend to schedule a demo ◦ Marvin Windows and Doors ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Katrina Barrett:  ◦ https://www.instagram.com/katrina.a.barrett Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube

In this episode of Innovation and the Digital Enterprise, Patrick and Shelli welcome Jolie Fleming, Chief Product and Technology Officer at IHG Hotels & Resorts, to discuss leading tech teams across a global, franchised hospitality ecosystem spanning 21 brands and nearly 7,000 hotels in 100+ countries. Jolie discusses her career journey, specifically what tools she brought and what challenges she met when moving from financial services to hospitality. She explains IHG's combined tech team, which unifies product and dev to increase speed, predictability, and gives business context increased visibility. They discuss the ever-shifting role of AI in future planning. And Jolie shares three key strategic themes: helping hotels keep “heads in beds”, improving operational efficiency with new property management systems, and deepening guest engagement via a new CRM tied to IHG One Rewards.(00:00) Welcome Jolie Fleming, Chief Product and Technology Officer at IHG Hotels & Resorts(01:10) Jolie's Career Journey from Finance to Hospitality(02:39) Understanding IHG's Global Scale and Franchising(09:39) Jolie's One Team Culture(16:58) Discussing Strategic Themes and AI(23:45) IHG's Loyalty Rewards and CRM Personalization(27:17) How to Future Proofing for ChangeJolie Fleming's career spans more than 25 years of leading transformative growth through product management and technology initiatives across fintech, hospitality, and consulting sectors. Currently, she is the Chief Product & Technology Officer at IHG Hotels & Resorts. Previously she spent nearly nine years at E*TRADE, as Managing Director of Investing, Digital Channels, and Banking and then Head of Digital and Client Experience. She earned her bachelor's degree from Northwestern University.If you'd like to receive new episodes as they're published, please subscribe to Innovation and the Digital Enterprise in Apple Podcasts, Spotify, or wherever you get your podcasts. If you enjoyed this episode, please consider leaving a review in Apple Podcasts. It really helps others find the show.Podcast episode production by Dante32.

Colie James is a Disney-loving Systems Strategist and the host of the Business-First Creatives podcast. Based outside Boulder Colorado, she loves helping photographers & creative service providers automate their processes, reclaim their time, and get back to living! Colie believes every creative deserves to build a business that is sustainable and profitable, and no one should quit their 9 to 5 only to work 24/7 [in their business].Colie's Links: Private Podcast - Systems That SellPublic Podcast - Business-First Creatives--

This week, Jack Sharry talks with Bradley Kellum, Partner and Head of Wealth Management for North America at Oliver Wyman. Brad is a leader in wealth management technology focused on improving how advisors leverage systems to deliver better client outcomes. With deep experience across advisory platforms and digital transformation, Bradley brings a strategic perspective on how technology can unlock scale, efficiency, and more personalized client engagement. Jack and Bradley explore the challenges firms face with fragmented systems and how integration is becoming essential to delivering a unified client experience. They discuss the shift toward more holistic advice, the role of data in driving better decisions, and how firms can position themselves for the next wave of innovation in wealth management. In this episode: (00:00) - Intro (01:50) - Bradley's role at Oliver Wyman (03:08) - What convergence means in the financial services industry (05:53) - The target operating model: Data, technology architecture, and people (07:33) - A customer-first approach to executing goals-based wealth management (11:50) - Public and private investments: demand vs. operational reality (16:24) - The role of AI in empowering advisors (22:27) - How firms can navigate the convergence in financial services (24:47) - Bradley's interests outside of work Quotes "The right product at the right time is a solution." ~ Bradley Kellum "All things financial are expensive propositions to build and maintain. So, to feed that engine, you need primacy in a client's life." ~ Bradley Kellum "If you're everything to everybody, that's a recipe for mediocrity. The winners will really serve the clients that they've chosen to go after better than others." — Bradley Kellum Links  Bradley Kellum on LinkedIn Oliver Wyman Morgan Stanley Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Sign up for the Client Experience Glow-Up Party here: https://www.hunterdonia.com/partyIn this episode of The Modern Hairstylist Podcast, host Hunter Donia and guest Jodie Brown break down what it actually takes to get high ticket clients talking about you without any incentive, discount, or referral program involved. If you already have higher prices and wonder why organic referrals are not coming in as consistently as you would like, this episode gives you a clear picture of what is missing and what you can start doing differently.Hunter and Jodie walk through the three core elements of a highly referable client experience for high ticket clients specifically: personalization that goes beyond generic amenities, a signature methodology that gives clients something to identify with and talk about, and a documented, consistent client journey that high paying clients can rely on every single visit.Key Takeaways:✨ Generic extras are forgettable, personalization is not: The fancy shampoo bowl and complimentary snacks have become the assumed standard at higher price points. Hunter shares 2026 survey data showing that 62% of clients who talked about a salon visit mentioned the experience, not the hair, and that 20% specifically called out personalization as what made the appointment feel worth it. If you want Susie talking about you at dinner, you need to give her something that felt built for her, not just any client.

Send us Fan MailMost people mistakenly think opening a salon is about the exciting stuff.The logo. The branding. The social media. The aesthetic. The “grand opening” moment.But the truth is, the things that actually determine whether your salon succeeds are usually much less glamorous.In this episode, we break down what surprises people most about running a salon, what matters less than you think, what matters far more than expected, and why consistency, systems, leadership, and hard conversations are what truly build a business.We also talk about client fit, team culture, hiring, leadership standards, and why business growth is often slower and a lot more boring than most people imagine.Your business should serve you, so that you can serve others.And that starts with focusing on what actually matters.Key TakeawaysNot every client is the right client.  Surprise and delight create stronger loyalty than discounts ever will.  Logos and aesthetics matter less than owners think.  Social media is a tool, not the foundation of a business.  Consistency creates trust with both clients and staff.  Written systems reduce repeated problems and confusion.  Reliability matters more than perfection.  Leadership behavior sets the tone for the entire salon.  Culture is built slowly through repeated standards.  Growth usually comes from small decisions repeated over time.Time Stamps00:00 — Intro + opening takes 01:00 — Not every client is worth pursuing 04:00 — Surprise and delight moments with clients 06:00 — What surprises people about running a business 07:00 — Why logos and branding matter less than you think 08:00 — Social media obsession vs real growth 10:00 — Aesthetics clients barely notice 13:00 — Consistency matters more than perfection 14:00 — Communication + team interaction 15:00 — Systems and written expectations 16:00 — Reliability over perfection 17:00 — Leadership matters more than you realize 19:00 — Standards are easy to set, hard to hold 21:00 — Your team is everything 22:00 — Everything takes longer than expected 23:00 — Hiring and building culture takes years 26:00 — Developing people and individual growth plans 28:00 — Building systems takes time 29:00 — Why business growth feels boring 31:00 — Small decisions repeated over time 32:00 — Taking emotion out of leadership 34:00 — Final thoughtsLinks and Stuff:Our Newsletter Mentoring InquiriesFind more of our things:InstagramHello Hair Pro Website

Sponsors: ◦ Visit Buildertrend to schedule a demo ◦ Marvin Windows and Doors ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Jaimee Rose:  ◦ https://www.jaimeerose.com  ◦ https://www.instagram.com/jaimeeroseinteriors  Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube

 We are celebrating 7 years of this podcast and 400 episodes this month, and I am bringing back some of the most loved episodes to mark the occasion — and this one is SO good. In this episode, I'm sharing 8 subtle but powerful ways to elevate your client experience as a photographer. These aren't big, expensive overhauls — they're the small, intentional touches that make your clients feel like they made the absolute best decision hiring you. From what I send the moment someone books me, to what I keep in my camera bag, to how I stay in touch long after the gallery is delivered — I'm walking you through exactly what I do in my own business to create an experience people can't stop talking about. Join the Fully Booked Method this month for the lowest price!  Grab what you need!

If you think sending fewer emails creates a better client experience, today's episode is going to challenge your mindset. I sit down with Alison Bell, a Hawaii-based family photographer who has built a six-figure business serving vacationing clients—with zero room for error and practically no opportunity for reshoots.We dive into what it really takes to create a seamless, high-touch client experience when your clients are traveling, time-constrained, and trusting you to deliver once-in-a-lifetime memories. Alison shares exactly how she uses automation, communication, and clear boundaries (hello, sunrise-only sessions) to create an experience that builds trust, eliminates confusion, and increases sales.Find It Quickly:00:24 - Meet Alison Bell01:24 - CRM Talk02:31 - Fast Response Wins05:18 - Sunrise Sessions Policy06:40 - Repeat Key Details09:36 - After Payment Onboarding12:11 - Prep Emails15:07 - Timing Automations17:06 - Gallery Reveal Process19:00 - Weather Boundaries22:04 - Inquiry Video Touchpoint23:12 - Product Videos Idea26:32 - Email Touchpoints27:42 - Inbox Overload Reality29:16 -Texting Before Sessions32:05 - Client Ghosting Horror Stories36:19 - Next Steps Email Framework44:53 - Video Alternatives To Calls46:58 - Pricing Prep Video StrategyMentioned in this Episode:Episode 211: Marketing Mondays Will Transform Your Business Strategy with Melissa Arlena and Alison BellTave/VSCO: vsco.co/workspaceConnect with Alison:Website: alisonbellphotographer.comPodcast: Get Booked: A Photography Marketing PodcastInstagram: instagram.com/alisonbellphotog

What truly sets one bank apart from another? In this episode, leaders and associates from Story Financial Partners share how relationships, trust, and accessibility define the client experience. From meeting clients wherever they are—even in unexpected moments—to offering honest guidance as trusted advisors, this conversation highlights the value of putting people first. You'll hear how strong internal teamwork, personal connections, and a commitment to service continue to drive growth while keeping community at the center of everything they do.

There's a phrase that shows up in a lot of advisory firms that seems harmless on the surface, but quietly creates friction in both the team dynamic and the client experience. In this episode, we unpack why the term “junior advisor” might be doing more damage than you realize and how small language shifts can have a big impact on trust, confidence, and the way your clients perceive your team. How the label “junior advisor” subtly undermines authority and creates doubt before a meeting even begins  Why the language you use internally becomes the experience your clients have externally  A simple but powerful reframe that helps build trust and elevate every advisor on your team  How small word choices, like “staff” versus “team,” can completely change the feel of your business At the end of the day, this is about being intentional with the words you use and recognizing the weight they carry. When you remove labels that create hierarchy or hesitation, you make it easier for your team to step into their role and for clients to trust them more quickly. Sometimes the smallest changes create the biggest shifts.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 short but impactful episode, Libby shares two simple yet powerful phrases that can completely change the way you communicate with clients, guide conversations, and ultimately drive better outcomes. Inspired by real coaching conversations and even insights from psychology, these small language shifts can help you set boundaries, reduce resistance, and lead clients more effectively. She also opens with an important reminder for advisors who feel behind in their business—growth requires evolution, and it is okay to build systems as you go.  How to use the phrase “I hope you can appreciate” to set boundaries with clients while maintaining trust and rapport  Why replacing the word “but” with “and” can reduce defensiveness and keep conversations collaborative  Practical ways to guide client conversations without creating resistance or tension  A mindset shift for advisors who feel behind and how to reframe growth as a natural part of scaling a business These two phrases may seem simple, but when used consistently, they can dramatically improve how clients respond, how conversations flow, and how confidently you lead. Start incorporating them into both your client interactions and everyday conversations, and notice how quickly the dynamic begins to shift.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.

Sponsors: ◦ Visit Buildertrend to schedule a demo ◦ Marvin Windows and Doors ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Fernando Duque:  ◦ https://www.getparallex.com/brad Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube

Special Guest: Sheila Howell Welcome to Podcast Profits Unleashed, the show that helps coaches, consultants, and service-based professionals grow their business through smarter strategy, stronger positioning, and systems that create consistent results. I'm your host, Karen Roberts, and in this episode, we're diving into something that truly separates thriving businesses from struggling ones: Client experience. Because here's the truth… People don't choose you because you're the best. They choose you because they trust the experience you create. Joining me is Sheila Howell, a Central Ohio realtor who specializes in pricing strategy, marketing, and delivering a concierge-style client experience that leads to consistent 5-star results and referrals. And don't worry—this isn't just for realtors. This conversation applies to any business that wants to stand out, build trust, and grow through referrals instead of constant chasing.  

Sponsors: ◦ Visit Buildertrend to schedule a demo ◦ Marvin Windows and Doors ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Brandon Barnum:  ◦ https://brandonbarnum.com  ◦ https://www.linkedin.com/company/thefamproject Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube