Podcasts about client experience

In real estate, most operational mistakes are not the result of bad intentions. They are the result of assumptions. You believe the tenant will know where to park, how to receive packages, how to operate the thermostat, or how to submit a maintenance request. You assume your team will know how to prepare the unit, confirm utilities, or walk a resident through the lease.But assumptions are the enemy of predictable execution.Professional developers use a tool from the software world called use cases, sometimes known as user stories, to design a process that works for the client in the real world, not the world we imagine on paper.A use case is a simple story that describes how a specific person completes a specific task under specific conditions. It forces you to see the experience through the customer's eyes, not the company's.In residential real estate, this is invaluable. ------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

In this episode, you'll learn how to create a simple, high-value year-end tax letter that makes tax season easier for your clients, their CPAs, and your team. You'll hear what to include, how to frame it as a value-add, and how to streamline the process so it becomes a repeatable system instead of a stressful scramble.We cover suggested sections for your letter, how to reinforce the behind-the-scenes work you do all year, and a practical workflow to prepare these summaries for your best clients. This episode helps you elevate your client experience, strengthen your CPA relationships, and clearly communicate the value of your planning expertise.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! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this episode of CIBC Mellon Industry Perspectives, Cynthia Shaw Pereira explores how Canadian institutions are approaching climate transition planning, moving beyond headline ESG debates to the practical work unfolding inside investment organizations. Cynthia is joined by Barb Zvan, President and CEO of University Pension Plan Ontario, and Fate Saghir, Senior Vice President and Head of Sustainability, Marketing, and Client Experience at Mackenzie Investments. Together, they discuss the data, governance, and long term risk considerations shaping credible transition plans. The episode offers a clear look at how leaders across the industry are preparing for the policy, market, and physical realities of climate change. myupp.ca., mackenzieinvestments.com., businessfuturepathways.ca. cibcmellon.com.This presentation contains the presenter's personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and provides general information only and neither the presenter nor CIBC Mellon nor any other person are, by means of this presentation, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services.  This presentation is intended for general informational purposes only. It may not be regarded as comprehensive nor as a substitute for professional advice.  Before taking any particular course of action, contact your professional advisor to discuss these matters in the context of your particular circumstances. Neither the presenter nor CIBC Mellon accept responsibility for any loss or damage occasioned by your reliance on information contained in this presentation. ©2025CIBC Mellon. CIBC Mellon is a licensed user of the CIBC trade mark and certain BNY trade-marks, and is the corporate brand of CIBC Mellon Trust Company. None of CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make any representations or warranties as to its accuracy, currency or completeness, makes any commitment to update any information. No part of the presentation is an offer or solicitation in respect of any particular strategy and may not be construed as such. Services referred to may not be offered in all jurisdictions nor by all companies.CIBC Mellon does not provide investment or asset management services. This presentation, either in whole or in part, must not be reproduced nor referred to without the express written permission of CIBC Mellon. Trademarks, service marks and logos belong to their respective owners. 

In this episode of the Uploft Interior Design Podcast, I had the pleasure of chatting with Lorna Kleidman, a remarkable client and world champion in kettlebell sport. Lorna shared her inspiring journey of starting a new career in her 40s and how she has excelled in it, all while navigating multiple home transformations with my design firm, Affordable Interior Design. We discussed her experiences moving from a city apartment to a beautiful home in the Hudson Valley, emphasizing the importance of reusing cherished pieces to create a familiar and personal space. Lorna's insights on quick decision-making and the challenges of sourcing artwork added depth to our conversation, making it a truly engaging episode that I hope you enjoy as much as I did! Timestamps:00:01:04 - Meet Lorna Kleidman: Athlete and Trainer00:08:53 - Transforming Spaces: The Design Process00:10:14 - The Importance of Reusing Furnishings00:16:11 - Lorna's New Office Space Transformation00:21:40 - Favorite Aspects of Working with a Designer00:27:03 - Final Thoughts on the Design Process00:30:01 - Where to Find Lorna Kleidman Links: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uploft.com⁠⁠⁠ ⁠⁠⁠AffordableInteriorDesign.com⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Submit your design questions⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to be featured on the show ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and access the bonus episodes Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to become an interior designer with Uploft's Interior Design Academy. Get Betsy's book: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠betsyhelmuth.com/book⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠For more about our residential interior design services, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ModernInteriorDesign.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For our commercial interior design services, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠OfficeInteriorDesign.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Us: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@uploftinteriordesign⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/UploftIntDes⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@uploftinteriordesign⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠linkedin.com/company/uploft-interior-design⁠⁠ If you enjoy the show, please spread the word and leave a review on iTunes! Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this powerful episode, Christina Lecuyer cracks open her personal playbook—hundreds of pages of lessons, mindset shifts, and real-world strategies that have shaped her success. She dives into the simple daily habits that create extraordinary results, like the underestimated power of a daily walk, taking action before you feel “ready,” and reframing anxiety into fuel.Christina also gets real about personal responsibility, the mindset behind true integrity, and why setting boundaries is non-negotiable if you want a life aligned with purpose. If you're ready to stop playing small and step fully into your potential, this episode will light a fire under you. If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn! 

Creating a business you love doesn't have to be a fantasy, and in this episode, Libby brings back her best friend and long-time advisor Jen for a real, transparent look at what it takes to reclaim your time, refine your systems, and run a thriving advisory firm with intention.

Part of the Construction Executives Live Series In this episode of Construction Executives Live, Jeremy Owens gets the opportunity to chat with Chris Hunter, founder and CEO of Marketing Heroes. Chris shares how to turn every client interaction into a Disney-level experience—from the first call with personalized responses, to seamless project updates and surprise delights, and years later with follow-up campaigns that build loyalty and referrals. Discover simple, proven ways to make clients feel like VIPs and turn one-time jobs into lifelong fans.In The Zonehttps://businessinnovatorsradio.com/in-the-zone/Source: https://businessinnovatorsradio.com/episode-48-how-to-deliver-a-disney-level-client-experience-with-chris-hunter

Host: Michael Fanning, SVP at Windermere Real Estate & Co-Owner of Windermere CoachingGuest: Stacy Brown Randall, Referral Expert & AuthorStacy Brown Randall returns to discuss her new book, The Referable Client Experience, and shares powerful strategies for generating referrals through exceptional client service. This conversation goes beyond the basics of "do great work" to reveal the systematic approach agents need to build a truly referable business.Work Touchpoints + Relationship Building Touchpoints = Referable Client ExperienceIt's not just about doing great work—it's about how your clients feel working with you.Getting more referrals from people already referring you (covered in first book)Generating referrals from your client experience (covered in new book)Getting new people to refer you (future book)1. New Client StageAddress the "quiet voice"—what clients are thinking but not sayingCombat potential buyer's remorseTools: Journey cards, expectation mapsShow clients visually what to expect (60% of adults are visual learners)2. Active Client StageBeware of the "lull of complacency"Navigate the waiting game without losing connectionBalance work touchpoints with relationship buildingDon't just email updates—create meaningful touchpoints3. Alumni Client StageAvoid the disappearing actMaintain relationship building after the transactionRemember: clients have 8-9 year cycles and can refer you every yearScale your approach based on transaction volume✓ Visual communication is crucial - Create buyer/seller books that map the journey from A to Z✓ Address the quiet voice early - Normalize concerns and remove stigma from what clients are worried about✓ Consistency beats intensity - Your biggest challenge isn't getting started—it's staying consistent when you get busy✓ Identify your referral hot zones - Certain moments in your client experience are more likely to generate referrals✓ New agents can compete - You don't need years of experience when you have a professional, systematic client experienceHost of Roadmap to Referrals podcast (approaching 400 episodes in early 2026)Author of Generating Business Referrals Without Asking (2018)Author of The Referable Client Experience (new release)Teaches the science of referrals—how to generate referrals without asking, manipulating, or excessive networkingGet Stacy's New Book: The Referable Client ExperienceConnect with Stacy:Website: stacybrownrandall.comPodcast: Roadmap to Referrals (new episodes every Tuesday)Instagram: @stacybrownrandallLinkedIn: Stacy Brown Randall"Do great work and you'll get referrals. But you're probably not doing anything wrong—you just don't know what you don't know about bridging the gap between being referable and actually receiving referrals." - Stacy Brown RandallSubscribe to Windermere Ask a Coach for more conversations with industry experts and practical strategies for building a thriving real estate business.Be awesome, help somebody, and make it a great day!Episode OverviewKey Topics CoveredThe Referable Client Experience FormulaThe Three Foundational Referral StrategiesThe Three Client StagesKey TakeawaysAbout Stacy Brown RandallResourcesQuote to Remember

Growing a law firm isn't just about new clients. It's about building a strong team and a seamless client experience. In this special episode of On the Road, paralegal and law-firm operations consultant Eda Rosa breaks down the long-term strategies firms need to scale sustainably. She explains why continual staff training, proactive workflows, clear communication, and data-driven systems are essential to reducing bottlenecks and improving client satisfaction. From strengthening internal processes to empowering your front-line team, discover how intentional structure and collaboration can elevate your firm's performance and set the foundation for future growth. Eda Rosa is a paralegal, educator, and law-firm operations consultant specializing in workflow optimization and team development. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever stop to think how one small word can change the entire vibe of your business? In this episode, Libby breaks down why saying “s—--” might be holding you back — and how a simple language shift can transform how clients see your firm and how your team sees themselves.You'll learn how swapping your language builds confidence, strengthens culture, and positions your practice as a cohesive, professional unit.

Click here to sign up for a new platform that helps law firms use subscription billing.Here are the top 5 takeaways from this episode:1. Constant Adaptation and Simplification Are Key to Law Firm Success.Both Mathew and Lauren emphasized the importance of regularly reassessing and adapting their practice areas, pricing, and service offerings. Lauren pivoted away from tax debt resolution to focus on estate planning and prenups, while Mathew simplified his pricing structure and eliminated underused features and add-ons.2. Data-Driven Decisions Improve Offerings and Client Experience.They both use a mix of analytics, client feedback, and “gut data” from years of experience to refine their services. This includes tracking which offerings clients actually use, which content gets the most engagement, and adjusting accordingly for better retention and satisfaction.3. Streamlined Onboarding and Intentional Friction Save Time.Mathew shared how he reworked his onboarding process using Google Workspace, Calendly, Stripe, and Google Forms to introduce just enough friction. This helps filter out unqualified leads and ensures new clients are a good fit, saving time for both the lawyer and the client.4. Community and Content Platforms Matter.Lauren's move from MailChimp to Substack for her newsletter and podcast was inspired by the platform's community features and ease of use. Both hosts discussed the value of memorable branding, vanity URLs, and focusing content on topics that resonate most with their audience (like costs, outsourcing, AI, and SOPs).5. Embrace AI and Technology, but Stay Client-Focused.Both are exploring ways to use AI and automation to improve efficiency and client service, such as creating SOPs, using AI prompts, and building tools for solo practitioners. However, they stress that technology should serve the client's needs and not overwhelm them with complexity.Bonus: The most popular content topics for their audiences are costs, outsourcing, AI, finances, and standard operating procedures—indicating a strong interest in practical, efficiency-focused advice for running a modern law firm.__________________________Learn more about A Different Practice.Sign up for Paxton, my all-in-one AI legal assistant, helping me with legal research, analysis, drafting, and enhancing existing legal work product.Here's a link to purchase lifetime access to the recordings of My Shingle's AI Teach-In if you couldn't make it live.I've partnered with Pii to make it easy for you to purchase the hardware I use in my law firm: (1) Studio Setup; (2) Midrange Setup; (3) Highrange Setup.Get Connected with SixFifty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a business and employment legal document automation tool.Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Gavel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, an automation platform for law firms.Check out my other show, the Law for Kids Podcast.Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to subscribe to the weekly newsletter to listen from your web browser.Prefer monthly updates? Sign up for the Law Subscribed Monthly Digest on LinkedIn.Want to use the subscription model for your law firm? Sign up for the Subscription Seminar waitlist at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠subscriptionseminar.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mathew Kerbis'⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ law firm ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscription Attorney LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe

In this episode of the People Not Titles podcast, host Steve Kaempf welcomes back real estate attorney and soccer enthusiast Mike “Magic Mike” to discuss his involvement in the Chicago Scores Cup, a corporate soccer tournament supporting literacy programs, and how their real estate soccer team grew during the pandemic. They also cover Chicago real estate topics such as the Northwest Preservation Ordinance, shifting market dynamics, contract negotiations, probate sales, and the networking benefits of blending real estate with community soccer.Podcast Introduction (00:00:27)Origins of the Real Estate Soccer Team (00:01:30)Chicago Scores Cup Experience (00:02:35)Tournament Highlights & Family Involvement (00:04:44)Event Outcomes and Reflections (00:07:08)Transition to Real Estate Topics (00:08:22)Northwest Preservation Ordinance Overview (00:08:56)Practical Implications for Sellers and Tenants (00:09:52)Assignment and Ethics in Tenant Rights (00:12:14)Purpose and Controversy of the Ordinance (00:13:14)Legal Fees and Transaction Complexity (00:15:01)Efficient Handling of Ordinance Transactions (00:16:47)Contract Cancellations and Market Trends (00:17:35)Inspection Issues and Buyer/Seller Dynamics (00:18:44)Market Shifts and Negotiation Challenges (00:19:45)Role of Real Estate Professionals (00:21:42)Changing Buyer/Seller Strategies (00:23:32)Seller Purchase Contingencies (00:27:36)Interest Rate Trends and Market Activity (00:28:53)Value of Real Estate Agents Post-NAR Settlement (00:30:36)Firm Structure and Team Approach (00:33:28)Client Experience at Closings (00:35:03)Property Tax Appeals Success Stories (00:36:36)Estate Planning and Probate Services (00:39:40)Future of the Real Estate Soccer Team (00:41:34)Podcast Wrap-Up and Call for Participation (00:43:49)Podcast Outro and Sponsor Message (00:45:36)Full episodes available at www.peoplenottitles.comPeople, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues.Our Success Series covers principles of success to help your thrive!www.peoplenottitles.comIG - https://www.instagram.com/peoplenotti...FB - https://www.facebook.com/peoplenottitlesTwitter - https://twitter.com/sjkaempfSpotify - https://open.spotify.com/show/1uu5kTv...

Is it really possible to build trust with customers in a business landscape overflowing with misinformation and emotional volatility? That burning question is at the heart of my conversation with Michael Forsberg, Director of Client Experience at BrandTrust. In an era many call "post-truth," business leaders face steep challenges in distinguishing what's real from what's noise—especially when it comes to understanding their customers' motivations. Michael's work focuses on uncovering the human truths and emotions driving decisions across industries from tech to healthcare to financial services. The impact? When brands neglect the emotional drivers beneath surface behaviors, they risk eroding loyalty, losing relevance, and missing out on real, meaningful relationships with their customers. Why should you listen to Michael Forsberg? Michael brings a rare combination of practical expertise, academic rigor (he's an MSU grad in Customer Experience Management and a former student in my class), and heartfelt real-world perspective. From navigating literal wildfires in Los Angeles to helping Fortune 500 brands reimagine their connection with customers, Michael understands both the stakes and the solutions for brands that want to break through "empathy gaps" and drive bottom-line results through emotional insight. Here are three essential questions Michael answers on the show: What do emotional inquiry and human truth really mean—and why do they matter for business leaders and marketers? Why is it so dangerous to rely exclusively on quantitative data when diagnosing customer challenges and designing solutions? What practical steps can organizations take to uncover emotional insights and apply them to improve experience, retention, and loyalty? Don't miss these eye-opening insights! Listen and subscribe on Apple Podcasts, Spotify, or your favorite podcast platform—just search for "Mark Slatin." Every episode is designed for leaders who want to move past the surface and start creating truly delighted customers. Meet Michael Forsberg Michael Forsberg is Director of Client Experience at BrandTrust, a leading brand strategy and research firm. Michael specializes in leveraging applied social sciences and behavioral economics to uncover the hidden emotional engines powering consumer decision-making. With expertise spanning tech, healthcare, CPG, financial services, and more, he partners with organizations to identify and address the core emotional narratives shaping their customers' behaviors. Michael began his career in advertising as part of a media agency before moving client-side at an international humanitarian organization, which gave him a global view of human needs and motivations. He has since spent over five years at BrandTrust, helping clients design emotional inquiry research, develop brand strategies, and drive meaningful organizational change grounded in deep emotional insight. Michael holds a Master of Science in Customer Experience Management from Michigan State University and brings real-world empathy to every conversation—something that started with his own experience of responding to wildfire evacuation in Los Angeles. Connect with Michael Forsberg on LinkedIn or learn more about his work at BrandTrust.com. Show Notes & References BrandTrust: brandtrust.com Emotional Inquiry Research Methodology: More on BrandTrust's approach Michael Forsberg's LinkedIn: linkedin.com/in/michaelforsberg/ All Time restaurant in Los Angeles, CA (Michael's customer delight story): All Time on Hillhurst Michigan State University Customer Experience Management program: MSU CXM Listen on Apple Podcasts | Spotify | Available on all major podcast platforms

In this episode, Christina Lecuyer gets real about clarity, boundaries, and choosing yourself—especially when the holiday season starts pulling you in every direction. If you've ever struggled to say no, felt guilty prioritizing your needs, or found yourself overwhelmed trying to make everyone happy, this conversation is one you'll want to hear.Christina breaks down what it means to be “selfish” in a way that's actually healthy, empowering, and necessary for a life that feels aligned. Because when you're clear on what you want, you not only show up better for yourself—you show up better for everyone around you.

Are you ready to become referable? Join me as I break down the final section of my new book, The Referable Client Experience. Part three focuses on bridging the gap to referrals, identifying your referral hot zones, and using the appropriate referral seed language at the right moments. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/387

In this episode of The Efficient Advisor, Libby sits down with Jen, a powerhouse financial advisor and mom of four who has tripled her revenue in just three years—all while working only three days a week. Jen shares the mindset shifts, systems, and team-building strategies that allowed her to scale her practice with confidence and ease. This conversation is packed with real, actionable advice for advisors who want to grow their businesses without burning out.In this episode, you'll learn:How Jen defined her niche and specialized in serving pre-retirees and widowed women to grow her practice faster.The key systems and templates that freed her time while improving client service and consistency.Why hiring the right team members—even when it's scary—is essential to scaling sustainably.How creating a “model week” transformed her time management and family balance.The importance of investing in coaching, continued learning, and accountability to reach new levels of success.As Libby and Jen reflect on their years of coaching together, they show what's possible when you put in the work, trust the process, and build your business intentionally. You'll walk away inspired to simplify, systematize, and scale—while still having time for the people and things you love most.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.

Behind the Details of Ultra Luxury Wedding Design In this episode John sits down with Mikyla Marie Manu of Ink & Press Co., a master stationer and calligrapher working at the highest tier of the wedding industry. They dive deep into what it means to craft ultra luxury weddings, the stationer's role from first concept to final piece, how event branding elevates the entire day, and why collaboration and emotional investment are key. Mikyla shares how she partners with planners and creatives to deliver refined, meaningful experiences that go far beyond paper. They talk about pricing with purpose, the magic of meticulous detail, balancing artistry and business, and why "done" can be better than "perfect" in practical creative work. Check out Mikyla's podcast here: [https://cultive.inkandpressco.com/podcast](https://cultive.inkandpressco.com/podcast) Check out her course with promo code JOHNBUNN20 here: [https://cultive.inkandpressco.com/](https://cultive.inkandpressco.com/) Follow her on Instagram here: [https://www.instagram.com/inkandpressco/](https://www.instagram.com/inkandpressco/) Visit her website here: [https://inkandpressco.com/](https://inkandpressco.com )  

Send us a textThe salon industry is changing fast. From how stylists learn, to how salons use technology, to what clients expect from their experience, there's a major shift underway. In the first part of our 2026 Salon Predictions series, Todd and Jen break down the changes already happening in education, AI and salon tech, and client behavior, and why salons that move now will have a serious advantage.This episode isn't about fear or hype; it's about understanding the direction the industry is actually going, so you can plan ahead instead of reacting later.Whether you're a commission salon owner, a suite renter, or someone planning to open a salon in the next couple of years, this episode will help you see what's coming and how to position yourself to win the long game.Key TakeawaysA lot of “education” is entertainment. Growth happens in small, focused, actionable sessions.Micro-education and mentorship will outperform large-stage education events.Salons that practice inside the salon outperform salons that “wait to find the time.”Technology is no longer optional; online booking, automation, and AI are becoming client expectations.GPTs and AR consultations will change how salons communicate, book, and guide clients.Hospitality is the new luxury: clients want to feel cared for, not impressed.Younger clients choose salons for vibe, fun, shareability, and convenience.Clients leave because of complacency, not pricing.Episode Timestamps00:00 | Welcome + Why we re-recorded this series01:00 | Structure of the 3-part predictions series02:00 | Opening Take (Jen): Unlearning beliefs about pricing and worth03:30 | Opening Take (Todd): Humans already work like LLMs + misunderstandings about AI06:00 | Prediction #1: Education splits into entertainment vs education08:00 | Challenge: Use large events as team culture, not skill development09:00 | Prediction #2: Rise of Micro-Education + skill-specific training11:30 | Challenge: Find educators who teach exactly what you need12:30 | Prediction #3: Stylists begin seeing education as an investment, not an expense14:30 | Challenge: Ask for pricing, stop assuming you can't afford it15:30 | Prediction #4: Salons that integrate education into workflow will win17:00 | Challenge: Schedule internal education now, don't “hope it happens”18:00 | Technology Prediction #1: The “Digitally Resistant” salons get left behind19:00 | Why convenience + frictionless booking matters more than ever21:00 | AI becomes your operational silent partner23:00 | Real example: Losing a client → AI brought her back two years later24:00 | GPT Agents on salon websites: what's coming next27:00 | AR Consultations: visualizing outcomes before services begin29:30 | Prediction: Data becomes the new scissors32:00 | Prediction: “Good Enough” collapses skill is not differentiation34:00 | Client Trends: Hospitality > Luxury36:00 | Businesses > Individuals. Clients want reliable teams38:00 | Frictionless service = non-negotiable40:00 | Brand Identity is emotional, not aesthetic43:00 | Influencer culture declines, authenticity wins45:00 | What younger clients really want: fun, vibe, shareability48:00 | Why clients leave,Links and Stuff:Our Newsletter Mentoring InquiriesFind more of our things:InstagramHello Hair Pro Website

Welcome to another insightful episode of Build a Better Agency! This week, host Drew McLellan welcomes renowned author, speaker, and client experience expert Neen James for a thought-provoking discussion that will challenge agency leaders to rethink how they deliver value. Together, they explore the concept of "luxury" in the context of client service and agency culture—not just as something exclusive or material, but as a mindset centered on attention, connection, and making others feel truly seen and valued. Neen shares the findings from her latest book and a groundbreaking research study that uncovers four distinct "luxury mindsets." She explains how every agency, regardless of size or specialty, can elevate their client experience by understanding these mindsets and tailoring interactions to meet (and exceed) unique client expectations. Through vivid examples drawn from luxury brands and her own experiences consulting for CEOs, Neen demonstrates how agencies can create a sense of belonging and reward for their clients, making every client touchpoint feel like a delightful, memorable experience. Drew and Neen also dive into practical strategies for agency owners to foster a culture of "systematized thoughtfulness." From reimagining yourself and your team as concierges rather than order-takers, to implementing routines that ensure consistent, meaningful outreach to clients and internal teams, Neen offers actionable advice for embedding luxury-level attention into daily operations. They also discuss the significance of empowering team members, the importance of internal culture in reflecting client experience, and creative ways to find "champagne moments" in both everyday interactions and brand touchpoints.   If you're ready to stand out in a crowded marketplace, retain happier clients and employees, and transform ordinary agency processes into extraordinary experiences, this episode is not to be missed. By the end, you'll have fresh inspiration and tangible tactics to make your agency a place where both clients and team members feel genuinely valued—every single day.   A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here. What You Will Learn in This Episode: Rethinking "luxury" as an elevated client experience   The four luxury mindsets and how they influence agency relationships Why attention and human connection are key differentiators for agencies The role of personalization, customization, and anticipation in delivering exceptional service The importance of treating employees as "internal clients" to empower them to delight external clients Turning everyday moments into memorable "champagne moments" Systematizing thoughtfulness as a business development strategy

Turns out all you have to do to get a "Closing Keynote" is host the conference yourself lol In the ScaleCon wrap up, I spoke about the often overlooked and underappreciate aspect of growth - excellent account management (yes I know I used an em dash but AI is not writing this I promise). This is a long one but I promise I didn't waste many words. Give it a listen and I hope it helps!Take content off your plate and try a 7 day free trial of MSP Camp at: https://campers.msp-camp.com/

In Part 2 we are talking about two KEY things in using AI for your organizing business: prompts and room transformations. This is chock full of crazy useful info and if you want more details, you can see slides and video that accompanies the episode by going to: proorganizerstudio.com/links ________________________________________________________________________ In this episode, Melissa and Cabri continue their discussion on how professional organizers can leverage AI to enhance their business. They emphasize the importance of detailed prompts for effective AI use, share various examples related to marketing content, blogging, client interactions, website SEO, and strategic goal planning.   Among the impactful ideas discussed are using AI for project mockups to visualize transformations for clients, conducting audits for marketing content, websites, SEO, client experience, tasks, and service offerings.   The episode also includes insights on how to utilize AI for strategic goal planning and client remarketing. The conversation underscores the significant potential of AI in driving sales, enhancing client satisfaction, and streamlining business operations.   00:00 Introduction and Overview 02:31 The Power of Prompts in AI 06:19 Using AI for Blogging and SEO 10:23 AI for Business Audits and Client Experience 26:18 Project Mockups: Visualizing Transformations 35:22 Conclusion and Next Steps  

00:00 – Introduction: Elevating the luxury open house experience01:00 – Meet Jerry Hammond: From Canada to the global luxury market03:00 – Why open houses should be experiences, not events05:00 – Micro events vs. macro soirées: What's the difference?08:00 – Partnering with luxury brands to enhance every showing11:00 – The $15M sale that showcased the power of experience14:00 – Creating FOMO and emotional engagement at events17:00 – Balancing privacy, security, and client trust20:00 – Protecting art, property, and personal assets23:00 – How to select properties ideal for luxury events26:00 – Collaborating with vendors and measuring ROI29:00 – Curating the guest list and sending personal invites32:00 – Capturing media, photos, and future marketing assets35:00 – Reinvention: staying relevant in the luxury market38:00 – Final thoughts and takeaways from Jerry Hammond

Title: Building the Referable Client Experience to Get Referrals Host: Michael J. Maher Guest: Stacey Brown Randall Description: In this episode, Michael sits down with client experience and referral expert Stacey Brown Randall to explore how a truly referable client journey is built—step by step and stage by stage. Stacey breaks down the three core stages of the client experience, the emotions clients move through, and the hidden "hot zones" where referrals are born. She and Michael discuss the power of journey cards, expectation maps, and intentional touchpoints that deepen relationships. Stacey shares her proven strategies for bridging the gap between doing great work and generating consistent referrals—without asking, manipulating, or pushing. (7L) Referral Strategies Podcast Topics: Client Experience Special Offer: Join our referral community at www.JoinGenGen.com Get Stacey's book here: https://amzn.to/43aorRO

In this episode, Christina Lecuyer gets real about a moment that hit harder than she expected — being called a “life coach.” What seemed like a simple label sparked frustration, self-doubt, and a deeper question of identity. Christina opens up about what it's like to feel misunderstood in your work, why certain words can trigger old insecurities, and how to move through emotional reactions instead of letting them define you.She shares the inner work she had to do: realizing where the anger came from, why proving herself mattered so much, and how she reclaimed her voice and confidence in the consulting space. This episode is for anyone who has ever felt misjudged, underestimated, or boxed into a version of themselves that didn't feel true.If you're in a season of redefining yourself, this conversation reminds you that growth is rarely clean — but always worth it.

Did you know that feelings drive the client experience? In this week's episode, I share insights from my book on how to recognize and address the emotions your clients experience at each stage. I'm breaking down the importance of relationship-building touchpoints in your client journey! Learn how to ensure your clients feel valued at every stage. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/386

Running a financial advisory firm doesn't just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention. What you'll learn in this episode:The difference between a task-based virtual assistant and a strategic executive assistantHow to decide what to delegate and when to hire helpMindset shifts that make delegation more effective and less exhaustingBest practices for onboarding and leading an executive assistantTools and systems to track accountability and ensure high-quality resultsBy the end of this episode, you'll have practical strategies for building the right kind of support, freeing up your time, and creating more efficiency in your advisory business.Learn more about Athena Executive Services HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this episode of the Business Leader's Voice podcast, Antonia Wade, Global Chief Marketing Officer for PwC, joins our Head of Content, Emma Carroll, to share her experience of PwC's recent rebrand.  Antonia shares insights on these matters and more:  Rather than focusing solely on demand generation, it is important that firms strategically invest at the broader brand level to increase awareness, perception, and consideration, especially as modern business requires reaching a broader set of C-suite executives than before.  Define distinctiveness through how work is done: Consulting firms should differentiate themselves by focusing on how they execute their services, rather than just what services they offer. A core component of brand strategy should be identifying and amplifying the distinctive ways your firm operates, which also aids in winning work as well as attracting and retaining top talent. It's important not to treat a brand transformation solely as a marketing exercise; instead, firms can establish co-ownership of the programme with other senior stakeholders and colleagues, including those from Human Resources, Account Management, and Client Experience, to achieve greater impact, relevance, and longevity.  Prioritise internal training for people. The workforce is the ultimate expression of you brand, so don't neglect internal buy-in. Provide compelling training on the brand's value and their ambassadorial role. Think about giving local teams the flexibility to adapt core materials and use other ways to secure commitment across regions.  To ensure brand efficacy, firms must establish a continuous client feedback loop. This process allows for constant refinement of the brand system, media spend, and service offerings. Effectiveness can be validated using tangible metrics like advertising recall, share of search, and proprietary brand consideration data.  If you enjoyed this conversation, don't miss our sister podcast, Business Leader's Voice. In a recent episode, we talked to Ahmed Abdel Wahab, General Manager for India at Mars, about what it takes to be a truly authentic leader today, particularly in a time of volatility.

Designing a Referable Client ExperienceIn this episode of the EntreArchitect Podcast, Stacey Brown Randall shares why designing an intentional client experience is the key to long-term business success. She explains that every business, whether by design or default, has a client experience—and those touchpoints deeply impact how clients feel throughout their journey. Stacey emphasizes the importance of understanding not only the logical side of client satisfaction but also the emotional journey clients undergo, revealing how these elements shape lasting impressions and loyalty.As the author of the new book, The Referable Client Experience, Stacey offers fresh insights into how businesses can foster relationships that naturally generate referrals. She draws from her expertise in teaching entrepreneurs and business owners how to create trust and connection without manipulation, incentives, or even asking for referrals. Her strategies provide a framework for building relationships that lead to repeat business and a steady stream of referrals by focusing on the client's needs and experiences first.With her background in organizational communication and years of coaching, Stacey provides actionable advice for architects and business owners alike who want to build meaningful, long-lasting client relationships that sustain and grow their practice.This week at EntreArchitect Podcast, Designing a Referable Client Experience with Stacey Brown Randall.Learn more about Stacy at StaceyBrownRandall.com, check out her new book The Referable Client Experience, and connect with her on Facebook, X, or LinkedIn.Referenced in this EpisodeEA240: How to Get Referrals Without Asking [Podcast]Please Visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.

Life Updates, Program Changes, and Finding Balance on the Road | The Maxime Sigouin Podcast Ep. #412Join our Free Fit Vegan weekly newsletter: https://fit-vegan-coaching.kit.com/newsletterInterested in working with our world class team, Book your application call here: http://book.fitvegancoaching.com/podcastTry out the Superfood Adaptogenic Protein Blend from Nutrigazm. Use the code FitVegan15 to save 15% off any one time order and use code FitVegan20 to save 20% off all subscription orders over at www.nutrigazm.comIn this solo episode, I share some exciting updates about the next evolution of our coaching model — one that gives clients even more expert support for nutrition, training, and accountability. I also talk about my recent trip to Breckenridge, Colorado, where I unplugged for a much-needed digital detox, trained at high altitude, and reflected on what balance truly means. From finding plant-based meals while traveling to learning how to enjoy life without losing progress, this episode is all about building health that fits your lifestyle — not the other way around.[00:00–08:47] Big Announcement: A New Era of Coaching — How We're Elevating the Client Experience[08:48–11:34] Digital Detox & Personal Growth: Lessons from Breckenridge and Finding Clarity Offline[11:35–22:15] Plant-Based Dining Adventures: Navigating Fine Dining and Staying True to Your Values[22:16–28:35] Healthy Travel Strategies: Staying Fit, Balanced, and Present on the RoadKey Quotes“We know that if those plans are created and you stick to them, you'll get incredible results. That tends to be most people's challenges, which is why I decided to bring on an additional team member to be solely dedicated to accountability." -Maxime."I think a lot more of those people are transitioning to focusing on their health because at the end of the day, that's the only thing you have."-Maxime.My name is Maxime Sigouin. I am the founder of Fit Vegan Coaching and Empire Builders Agency. I have a passion for serving and helping people live to their fullest potential.Book Your FREE Consultation Call Here: http://book.fitvegancoaching.com/podcast- Follow me on Instagram: https://www.instagram.com/maximesigouinofficial/- Join our FREE Fit Vegan Community: www.freefitvegancommunity.com- Youtube Channel : https://linktw.in/AyNrSW

In this episode, Christina Lecuyer dives deep into the powerful connection between fear, change, and growth. Drawing from her own journey and real client breakthroughs, she reveals how fear isn't the enemy—it's often the sign you're on the right track. Christina shares what it really takes to turn fear into fuel, take bold action, and build unshakable faith through life's biggest transitions.

Are you ready for an insider's look at my new book, The Referable Client Experience? Join me as I break down the first section of the book, where we explore how your business can leverage its unique strengths to create an unforgettable client experience. I'll also highlight two essential exercises that will help you elevate your client interactions. Don't miss out on the special offers I have for you, too! Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/385

In this episode, Raul welcomes Stacy Brown Randall, an author, speaker, podcast host, and expert in generating referrals without asking for them. They discuss her new book, 'The Referable Client Experience,' and the significance of client experience in business growth. Stacy shares strategies on how to create a referable client experience, including understanding hot zones, identifying referral moments, and maintaining a balance between work output and relationship building. They also delve into Stacy's growth strategies and her plans for future books. Tune in to gain valuable insights on building a strong referral-based business.00:35 Discussing the New Book01:38 Foundational Strategies for Referrals04:04 Client Experience and Relationship Building08:05 Mapping Client Experience for Referrals10:59 Practical Tips for Building Referrals19:20 Growth Strategies and Future PlansConnect with Stacey: https://staceybrownrandall.com/Grab her new book here: https://referableclientexperience.com/Podcast: https://staceybrownrandall.com/podcast/Connect with Raul: • Work with Raul: https://dogoodwork.io• Free Growth Resources: https://dogoodwork.io/resources• Connect with Raul on LinkedIn (DMs open): https://www.linkedin.com/in/dogoodwork/ 

In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, executive coach, and behavior strategist. Angela shares valuable insights that help financial advisors understand themselves and their clients better, ultimately leading to stronger relationships and improved performance. Whether you're looking to increase your self-awareness or boost your client impact, this episode is packed with actionable takeaways.What you'll learn in this episode:How emotional intelligence impacts leadership and team performance The difference between being busy and being effective Why understanding your own behavioral patterns can transform your business and life How to have hard conversations with empathy and clarity Strategies to stay grounded and aligned with your purpose Angela also shares practical tools you can use immediately and encourages advisors to explore how self-awareness can drive both personal growth and business success.Tune in to gain a deeper understanding of yourself and those around you—so you can lead with purpose, connect authentically, and grow intentionally.---Check out Angela's book, Win-Win Workplace HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Dimple Shah is Executive Vice President and Head of Strategy and Client Experience at Osaic. We sat down with Dimple at Future Proof Festival to discuss how the generational wealth transfer is creating a unique opportunity for advisors looking to grow their practices.

In this episode, Molly sits down with referral expert Stacey Brown Randall to explore insights from her new book, "The Referable Client Experience." Featured in publications like Entrepreneur, Forbes, and Investor Business Daily, Stacey is also an award-winning author of the book "Generating Business Referrals Without Asking," and host of the Roadmap to Referrals podcast. She is known for helping business owners generate referrals naturally without asking, incentivizing, or manipulating. She shares how service-based firms can build authentic, emotionally engaging relationships that quietly fuel sustainable, organic growth.    Key Takeaways: Stacey challenges the traditional approach of asking for referrals or chasing endless networking events. Instead, she focuses on creating organic referrals through intentional client experience. Building referrals is all about deep, quality relationships that leave clients feeling valued and understood. A structured, consistent system for nurturing relationships and leveraging every client touchpoint is the foundation of a truly referable business. Referrals should be tracked and measured just like any other lead source to identify what's working and continuously improve results. In a world dominated by AI, authentic human connection is what will set your firm apart and sustain long-term referral success.   Quote for the Show: "The definition of a client experience is how your client feels when working with you... it's all about how they feel a relationship was built." - Stacey Brown Randall   Connect with Stacey: Get a copy of her book: https://referableclientexperience.com/ Podcast: https://staceybrownrandall.com/podcast/ Website: https://staceybrownrandall.com/  LinkedIn: https://www.linkedin.com/in/staceybrandall/  Facebook: https://www.facebook.com/StaceyBrownRandall/  Instagram: https://www.instagram.com/staceybrownrandall/?hl=en  Links: Episode with Stacey: https://youtu.be/eE4ffXi6xNc?si=WIMwF2EdXgDsACvz Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering Instagram: https://www.instagram.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ The Law Firm Admin Bootcamp + Academy™ : https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk   Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/-IujWv1LWuo 

Want to create your most powerful marketing content? In today's episode, I'm telling you how! We're diving into my top strategies for turning every single client experience into your NEXT client. On Quianna Marie Weekly, we're chatting about business growing pains, finding genuine connections, and celebrating wins of all sizes through the lens of a photographer at heart. Sprinkled throughout stories and interviews with past clients, photographers and other business owners this podcast is designed to help you step into your purpose and to truly create a life you're proud of, a life worth photographing and sharing.Today's episode is brought to you by The Green House, my resource garden for photographers! Let me help you AMPLIFY your heart online and in real life to turn bridesmaids into future brides through templates, workshops, and freebies!Review The Show Notes:The Mindset Shift (4:48)Recording Testimonials And BTS (10:14)Multiply Your Marketing Magic (25:16)Mentioned In This Episode:Easy B-Roll Ideas For Business Owners: quiannamarie.com/brollThe Green House Resource Garden: quiannamarie.com/shopQuianna's Favorite Contracts: quiannamarie.com/contractsConnect with Quianna:Website: quiannamarie.comInstagram: instagram.com/quiannamarie Hosted on Acast. See acast.com/privacy for more information.

Kelly Bullock was the very first Systems in Session client — before the offer even had a name. In this episode, we dive into how she turned her high-touch, luxury photography experience into an organized HoneyBook system that doesn't feel impersonal.As a full-time CRNA, mom of three, and family photographer, Kelly shares how systems helped her balance it all, delegate confidently, and reclaim time for both her clients and her life. We also talk about what luxury really means—and why it's more about care and consistency than cost or extras.If you've ever wondered how to automate without losing the personal touch, this one's for you.What You'll Hear:00:00 How Systems in Session started with a podcast idea03:10 How Kelly was using Honeybook before CRM Blueprint and Systems in Session06:30 Balancing two careers and a high-touch experience10:13 How we built automations that still feel human17:00 Why we redid her automations right after building them20:30 Should you hire before or after you build your systems?24:00 Redefining what “luxury” really means28:20 How systems gave her time back for life and familyMentioned in This Episode:→ Systems in Session — 2 spots left to lock in 2025 rates→ Connect with Kelly - kellybullockphotography.com/mentoring→ Root to Rise Mastermind with Sabrina Gebhardt

In this episode of the “Go Beyond Fundraising” podcast, we talk with Alyssa Boger, Executive Vice President of Client Experience, and Jennifer Lomax, Senior Executive Director of Direct Response at City of Hope, one of the largest and most advanced cancer research and treatment organizations in the U.S., to break down how annual giving can create scale, connect patient experiences with philanthropy, and help establish the foundation for sustainable growth. They discuss how hospital annual funds are more than just a line item – they're the engine that can fuel donor pipelines, nurture lifelong relationships, and drive transformational giving. From data-driven KPIs to stewardship strategies that honor every gift, discover why investing in annual funds isn't just good practice – it's essential for long-term mission impact.

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!Feeling pulled in too many directions? In this quick Efficient Friday episode, Libby breaks down Warren Buffett's famous two-list strategy for focus and productivity. You'll learn how to identify your top five life and business goals—and why saying “no” to everything else might be the most powerful move you can make.

In this episode of The Weekly Wealth Podcast, Certified Financial Planner ™ David Chudyk sits down with referral expert and author Stacey Brown Randall to uncover the secrets behind a truly referable client experience.Stacey explains why great service isn't enough, how to turn everyday clients into raving referral sources, and why asking for referrals can actually hurt your business. Whether you're a financial advisor, business owner, or sales professional, this conversation will help you re-engineer your client experience so your business grows organically—without cold calls, gimmicks, or awkward scripts.

In this powerful episode of Rethink Real Estate, host Ben Brady, CEO of Harcourts Auctions, sits down with Erica Jevons Sizemore, founder of Sizemore Residential in Raleigh, North Carolina — a top-producing agent who's redefining what real estate leverage really means. Consistently ranking among the top 20 Keller Williams agents in the Carolinas, Erica's business model proves that doing more doesn't have to mean doing less for clients.From her early career in finance and marketing to leading one of the most efficient boutique operations in the Triangle area, Erica shares how she's scaled her business through relationships and strategic leverage, not massive teams or automation overload. She opens up about the systems that allow her to maintain personal touch at high volume, how she hires for alignment over experience, and why she believes being “too far from the transaction” is the greatest mistake top agents can make.Together, Ben and Erica unpack the evolution of the Raleigh real estate market — from its post-pandemic surge to its new plateau — and explore what true operational scalability looks like when your reputation is your brand. Erica also offers a candid look into mentorship, team culture, and why she's betting that authentic service will always outlast shortcut models and recruiting pyramids.Whether you're a solo agent struggling with growth or a team leader wondering how to scale without losing your identity, this conversation will challenge how you think about leverage, client relationships, and sustainable business.Timestamps & Key Topics:[00:00:00] – Introducing Erica Sizemore and the Raleigh Market[00:02:00] – From Finance & Marketing to Full-Time Real Estate[00:05:45] – The Power of Relationships and Long-Term Leverage[00:09:20] – How to Scale Without Sacrificing Service[00:12:30] – Hiring Smart: Why Personality Beats Experience[00:16:00] – Balancing Profitability and Performance[00:20:10] – Why Erica Doesn't Believe in “Buyer's Agents”[00:24:00] – Mentorship, Retention, and the Fear of Losing People[00:27:40] – Industry Insights: Compass, Anywhere, and AI in Real Estate[00:31:00] – Homeownership's Next Era and Generational Shifts[00:34:00] – The Future of Real Estate Leverage

In this episode of The Rainmaking Podcast, Scott Love welcomes back Stacey Brown Randall, author of The Referable Client Experience: A Proven Method to Generate Referrals Without Asking. Stacey shares her science-based framework for creating client experiences that naturally generate referrals—without the awkwardness of asking. She explains that client experience is not just about doing great work; it's about how clients feel when working with you. Professionals who intentionally design their client journey to include both excellent results and meaningful relationship-building touchpoints create the emotional connection that makes them truly referable. Stacey outlines her three-stage model—New, Active, and Alumni—and shows how to tailor communication and touchpoints at each phase to build trust and loyalty. She also discusses “referral hot zones,” those key moments when clients are most likely to refer, and how to identify and leverage them strategically. By focusing on both client emotions and relationship touchpoints, professionals can bridge the gap between being referable and receiving consistent, high-quality referrals. Visit: https://therainmakingpodcast.com/ YouTube: https://youtu.be/lWTNQlQ3RMA ----------------------------------------

Happy Woo Wednesdays! Carissa Woo Here!In this episode of Get a Heck Yes, I sit down with Jake Wysocki, founder of IntentionCraft, to talk about how to deliver a world-class client experience that turns happy clients into raving superfans.Jake shares practical ways to infuse intention into every touchpoint—from first inquiry to final delivery—and why going the extra mile isn't just about service, it's about strategy. We dig into: How to build trust and wow clients without burning out The mindset shift from “serving clients” to “crafting experiences” Why your workflow is part of your marketing Real-life examples from creative businesses doing it rightIf you've ever wondered how to make your clients feel something deeper and keep coming back for more, this episode will light you up.

Whether you're a Swiftie or not, Taylor Swift's influence on global spending and the marketing strategies behind her success are impossible to ignore. In this episode, Deirdre Booth and I explore how AEC firms can draw inspiration from Taylor Swift's innovative marketing tactics to create their own opportunities for growth.

Your client experience doesn't end with a beautiful gallery — it begins the moment someone lands on your website.In this episode, Chelsea walks you through how to audit your client experience from start to finish: from that first inquiry email to gallery delivery and everything in between. You'll learn how to spot friction points, simplify your systems, and create an experience your clients can't stop raving about.Because even if your images are incredible, if the process feels confusing or stressful… they might not come back.We're talking:✨ Why experience matters as much as the final gallery✨ Signs your process might be overcomplicating things✨ A step-by-step “client experience audit” you can do this week✨ How to make your business feel more effortless for both you and your clientsIf you're ready to refine your workflow, elevate your brand, and build long-term loyalty — this one's for you.

In this inspiring episode, Christina Lecuyer dives deep into what it really means to play big—and why so many of us settle for playing small. She opens up about her own journey of stepping out of comfort zones, confronting fear, and choosing growth over safety.Christina breaks down the subtle ways we self-sabotage by staying “comfortable,” and reveals how to reconnect with your inner voice—the one that knows you're meant for more. Through honest stories, empowering insights, and actionable takeaways, she'll challenge you to redefine what “playing big” looks like in your own life.If you've been feeling stuck, craving more purpose, or afraid to take the leap—you need this episode. It's your reminder that playing big isn't about being fearless—it's about being brave enough to listen to that quiet voice inside and go for it anyway. 

The truth is, pricing in the wedding industry isn't just about numbers. It's about how you position yourself, how you present your work, and how confidently you communicate your value.In this episode, we're breaking down the concept of perceived value through the lens of the diamond industry and what it can teach you about pricing your own services. Just like diamonds are graded by their cut, clarity, color, and carat, your brand has its own version of the “Four Cs” that determine how clients see your worth.If you've ever struggled to raise your prices, felt frustrated that others in your market charge more for the same work, or wondered what it actually takes to become the “luxury” choice, this conversation is for you.You'll walk away with a renewed perspective on how luxury brands build trust, why curation matters more than comparison, and what small shifts can completely change how clients perceive your business.Your work is already valuable. It's time the world sees it that way too.Doors to the Luxury Mastermind are now open. This is your opportunity to step into the next level of your business with strategy, clarity, and community that will support your growth every step of the way.

I'm super excited to share that my new book, The Referable Client Experience, is officially live! Join me as I celebrate this milestone and dive into who this book is for, why I wrote it, and how it can transform your business. Plus, I've got some fantastic bonuses to share. Don't miss out, because they're only for a limited time! Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/384

As the year winds down, it's the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new year. In this episode, Libby shares how to craft a meaningful New Year's letter that not only reminds clients of your value but also builds excitement for what's ahead. Whether you've been sending these letters for years or you're starting fresh, this episode breaks down the “why” and “how” behind a powerful communication piece that can elevate your client experience.In this episode, you'll learn:Why a New Year's letter is a low-effort, high-impact addition to your client service modelHow to recap your value and highlight the behind-the-scenes work clients don't seeWhat to include to set expectations and generate excitement for the year aheadTips for choosing the right delivery method—snail mail, email, or video—to match your client baseHow to use this exercise to improve your impact score and follow through on your client service commitmentsWrapping up, Libby reminds advisors that a New Year's letter isn't just a nice touch—it's a strategic move that builds trust, reinforces your role as a proactive partner, and ensures your clients start the year feeling confident and cared for. Tune in to learn how to make this simple tool a powerful piece of your client experience system.---Listen to Episode 249 HERE!Check out the 37-Point Checklist HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this episode, Christina Lecuyer breaks down the fine line between confidence and cockiness—and why understanding the difference can transform your success. Through honest stories from her own journey, Christina opens up about what true confidence really looks like and how women can learn to advocate for themselves without apology.She dives into the fears many of us carry about being “too much” or “too confident,” and why integrity and self-trust are the ultimate antidotes to insecurity. If you've ever held yourself back because you didn't want to seem arrogant—or struggled to own your worth—this episode will help you step fully into your power with authenticity and grace.