Podcasts about client experience

What if the key to long-term success in real estate isn't sales skills—but mentorship, purpose, and adaptability?   In this episode of the Real Estate Excellence Podcast, Tracy Hayes welcomes Sarah Olson, a powerhouse broker and mentor with over two decades of experience in Northeast Florida. From leading First Coast Collective at RE/MAX Unlimited to launching her own Real Estate Agent Success Academy, Sarah shares her journey of transformation—from a tax accountant to a top-tier agent and educator. With an innate ability to connect, teach, and inspire, she reveals the secrets behind her longevity in the business: personalized mentorship, entrepreneurial thinking, and building relationships that last decades.   Sarah opens up about why most agents fail, the crucial mistakes they make when choosing brokerages, and how she's leveraging both data and AI to coach her team effectively. Whether discussing the perils of kids on e-bikes in Nocatee or explaining the logic behind her successful lead tracker, Sarah offers a masterclass in running a real estate business like a business. Her passion for helping agents succeed shines through every story.   If you're an agent looking to level up your career or someone considering diving into the real estate world, follow Sarah Olson and dive into the Real Estate Agent Success Academy. Subscribe to the Real Estate Excellence Podcast and leave us a 5-star review if you're inspired by Sarah's story!   Highlights: 00:00 – 07:59 From Burnout to Breakthrough: Knowing When to Delegate Understanding personal capacity and time limits Tracy's AI-powered podcast intro strategy Tiffany's take on ChatGPT in bios and branding How AI is reshaping home search and buyer interactions The future of conversational real estate websites 08:00 – 17:59 From Real Estate Legacy to Reluctant Heir Growing up in a small-town real estate family Why Tiffany originally rejected the real estate path How military life shifted her career vision Meeting Debbie Tufts and finding mentorship The early admin years and learning the business backend 18:00 – 26:59 Beacon Born: Building a Business Behind the Scenes Launching a transaction coordination company Supporting agents with scale and efficiency Tiffany's behind-the-scenes role in 2,000+ transactions The value of TC systems and training Why she eventually shut down Beacon 27:00 – 38:59 Tools of the Trade: TC Systems and Outsourcing Smarts What to look for when hiring a TC The power of Open to Close software TCs vs. assistants—what agents should know Personality matching with transaction partners Vacation coverage, communication, and expectations 39:00 – 01:00:59 Growth Gaps: Breaking Through the Agent Ceiling Why so many agents plateau at $6–9M How TCs can free agents to grow Real client experiences and better service Overcoming the mental block of paying for help Transitioning from TC to front-end sales 01:01:00 – 01:29:52 Scaling with Intention: Teams, Tools & Real Talk Breaking income ceilings through delegation Hiring a marketing manager: Sarah's first leap after 20+ years The difference a great TC can make Building systems that support consistent referral flow Choosing the right brokerage and leadership mindset Conclusion   Quotes: “You've got to have a pillar—what you wake up in the morning and what you do.” – Sarah Olson “I have never sold a house in my life. I service my clients, and that's why they refer me.” – Sarah Olson “It's not about the sale; it's about the story. The lifestyle. What's your weekend look like?” – Sarah Olson “Be so good they never forget you—and track you down 15 years later.” – Sarah Olson   To contact Sarah Olson, learn more about her business, and make her a part of your network, make sure to follow her on her Website, Instagram, Facebook, and LinkedIn.   Connect with Sarah Olson! Website: https://www.firstcoastcollective.com Instagram: https://www.instagram.com/reagentsuccessacademy/ Facebook: https://www.facebook.com/realestateagentsuccessacademy LinkedIn: https://www.linkedin.com/in/saraholiviaolson/   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    If you want to build your business and become more discoverable online, Streamlined Media has you covered. Check out how they can help you build an evergreen revenue generator all powered by content creation!   SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #RealEstatePodcast #SarahOlson #MentorshipMatters #RealtorLife #TeamBuilding #AIInRealEstate #TransactionCoordinator #RealEstateSystems #DelegationWins #NocateeRealtor #GreenHomes #BrokerLeadership #ClientExperience #ReferralMarketing #RealEstateTips #ScalingSmart #RealEstateEducation #FemaleLeaders #LegacyBuilders #JacksonvilleRealEstate

Behind the scenes, most business chaos doesn't come from a lack of skill... it comes from messy, non-existent systems. And if your client experience feels a little scattered, your clients are feeling it too.In this guest episode, I'm joined by Mariana from Pink Ocean VS... a systems strategist, community builder, and spreadsheet-loving creative to unpack how we can create client journeys that feel seamless, supportive and straight-up satisfying.Whether you're a virtual assistant, a creative service provider, or just tired of chasing your tail between bub's nap time and Zoom calls... this is your reminder that structure can be freeing, and systems can be soul-nourishing.Here's what we cover:The difference between delivering a service... and crafting an experienceThe emotional layer that sets great brands apartWhat systems every service provider actually needsThe low-tech, high-clarity magic of mapping your journeyWhy SOPs aren't just for big businessesGrab your post-its, open your Canva whiteboard, and tune in... this one's equal parts strategy and heartDOWNLOAD Free Canva Client Journey Map: https://whitedeer.com.au/ep215ABOUT MARIANA:I'm Mariana, founder of Pink Ocean Virtual Solutions, a digital operations service for service-based business owners who are ready to clean up the backend, stop duct-taping their systems together, and get back to doing what they're great at. I specialise in CRM setups (especially Moxie), digital declutters, SOP creation, and ongoing tech VA support.CONNECT WITH MARIANAInstagram: https://www.instagram.com/pinkoceanvs/Website: https://pinkoceanvs.com.au/"The Break" Newsletter: https://pinkoceanvs.myflodesk.com/podcastMoxie fortnightly newsletter: https://pinkoceanvs.myflodesk.comWatch on YouTube: https://youtu.be/l6s55Zjk3hYRead on the Blog: https://whitedeer.com.au/ep215/WORK WITH JACQUI:// DIY Design My Biz: The best course for business owners DIYing their own brand and graphics in Canva. Learn more: https://whitedeer.com.au/diy-dmb// The Co+Creation Design Club: Design WITH the help of a professional designer in this high-touch coaching space: https://whitedeer.com.au/designclub// Design Studio: If you're after fully done-for-you design services my studio team can help! https://whitedeer.com.au/designstudio

What if the secret to leveling up your real estate game lies in the systems you don't see? In this episode of the Real Estate Excellence Podcast, Tracy Hayes welcomes Tiffany Freeman—a former transaction coordinator turned high-performing agent with Ingle & Volkers. With a sharp mind for systems and strategy honed through military family life and 2,000+ real estate transactions, Tiffany unveils her journey from resisting real estate to thriving at its forefront. Listeners get a front-row seat to Tiffany's unique insights on how backend mastery, tech-savvy tools, and effective delegation supercharge growth. She breaks down the value of transaction coordinators, why agents hit a growth ceiling, and how she leveraged every past experience to transition into a top agent role. Her story is proof that running a real estate business like a business is the key to scaling—and staying sane. Are you a real estate agent stuck under your growth ceiling? Take a page from Tiffany's playbook: delegate, systemize, and elevate. Subscribe to the show, share this episode, and follow Tiffany's journey to get inspired on how to scale smart! Highlights: 00:00 – 07:59 From Burnout to Breakthrough: Knowing When to Delegate Understanding personal capacity and time limits Tracy's AI-powered podcast intro strategy Tiffany's take on ChatGPT in bios and branding How AI is reshaping home search and buyer interactions The future of conversational real estate websites 08:00 – 17:59 From Real Estate Legacy to Reluctant Heir Growing up in a small-town real estate family Why Tiffany originally rejected the real estate path How military life shifted her career vision Meeting Debbie Tufts and finding mentorship The early admin years and learning the business backend 18:00 – 26:59 Beacon Born: Building a Business Behind the Scenes Launching a transaction coordination company Supporting agents with scale and efficiency Tiffany's behind-the-scenes role in 2,000+ transactions The value of TC systems and training Why she eventually shut down Beacon 27:00 – 38:59 Tools of the Trade: TC Systems and Outsourcing Smarts What to look for when hiring a TC The power of Open to Close software TCs vs. assistants—what agents should know Personality matching with transaction partners Vacation coverage, communication, and expectations 39:00 – 01:00:59 Growth Gaps: Breaking Through the Agent Ceiling Why so many agents plateau at $6–9M How TCs can free agents to grow Real client experiences and better service Overcoming the mental block of paying for help Transitioning from TC to front-end sales 01:01:00 – 01:14:59 Elevating the Client Experience Buyer consults, setting expectations, and weekly reporting Creating structure for high-level service Building referral-worthy processes Client events and marketing delegation Making real estate personal and predictable 01:15:00 – 01:26:42 Final Advice and Operational Wisdom Hiring the right TC for your business style Understanding the true value of your time Tapping into TC knowledge as a new agent Transitioning gracefully from backend to frontlines Leaving listeners with tactical takeaways Conclusion   Quotes: "Every agent has a capacity ceiling. A TC gives you your life—and your business—back." – Tiffany Freeman "Just because you're doing well doesn't mean you can't be doing better—with systems." – Tiffany Freeman "We're in people's lives during their most emotional transitions. That's an honor." – Tiffany Freeman   To contact Tiffany Freeman, learn more about their business, and make them a part of your network, make sure to follow them on Website, Instagram, Facebook, and LinkedIn.   Connect with Kimberly L. Waterhouse, Veteran USMC! Website: http://debbietuftsgroup.evrealestate.com/ Instagram: https://www.instagram.com/tiffsellsjax/ Facebook: https://www.facebook.com/TiffanyFreemanRealEstate LinkedIn: https://www.linkedin.com/in/tiffanytfreeman/   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    If you want to build your business and become more discoverable online, Streamlined Media has you covered. Check out how they can help you build an evergreen revenue generator all powered by content creation!   SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #TiffanyFreeman #JacksonvilleRealtor #RealEstatePodcast #MilitarySpouseRealtor #TransactionCoordinator #AIinRealEstate #RealEstateSuccess #WomenInRealEstate #RealEstateTips #EngelAndVolkers #SmartDelegation #ClientExperience #RealEstateGrowth #ScalingYourBusiness #RealEstateStrategy #TechInRealEstate #RealEstateMentorship #RealEstateCareer #WorkLifeBalance

Title: From Events to Explosive Growth: Danny Baron's Exact Referral Blueprint Host: Michael J. Maher Guest: Danny Baron Description: In this powerful rebroadcast, Michael sits down with Danny Baron—an agent who calls himself the best case study of (7L) implementation, and he just might be right. With only four years in the business, Danny has built a thriving referral-based business helping hundreds of clients each year. His secret? Four strategic appreciation events that create connection, loyalty, and massive referral momentum. Listen in as Danny shares his event blueprint, mindset shifts, and step-by-step approach to sustainable growth through generosity. (7L) Referral Strategies and Podcast Topics: Events, Ambassador, Appreciation, Client Experience, Event Mastery Special Offer: Ready to build your own referral-generating event plan? The next Event Mastery class starts June 3! Learn how to create impactful, relationship-building events that generate consistent referrals. Register now at www.EventMastery.com

Ready to unlock the secrets of successful entrepreneurship? Join me and LuAnn Nigara as we dive into the 10 essential principles that every entrepreneur should embrace. With decades of experience and over 1,100 podcast episodes under her belt, LuAnn offers invaluable insights that can help you elevate your business. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/362

Adding value to clients is a core value over here at the Efficient Advisor. Today's episode is going to be a game changer for you when it comes to a simple-to-execute value add that is huge on impact. If you know me, you know when it comes to adding value we're looking for two things… 1) How much impact does it actually have on your clients?... and 2) What is the difficulty to execute said value add? When I come across something that is lower on difficulty and HIGH on impact… I am here for it and I cannot wait to share it with this community. Today's guest, Blake Brewer, is something really special. He's on a mission to help parents create a lasting legacy beyond finances for their children and he partners with financial advisors to help them become indispensable in their clients' lives. Legacy Letter - which is this awesome idea - was just featured on the Today Show. It's that cool. And, at the end of the episode I'm going to share with you how I would create a process around this value add and how I would incorporate this into my business themes to increase my client impact. Blake joins us today to share how his father inspired him to help parents create legacies for their children. He discusses the power of words and writing letters and explains how he helps financial advisors make an impact. Get the tissues out… this story is moving. Talk about adding maximum value and impact….Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Title: From Events to Explosive Growth: Danny Baron's Exact Referral Blueprint Host: Michael J. Maher Guest: Danny Baron Description: In this powerful rebroadcast, Michael sits down with Danny Baron—an agent who calls himself the best case study of (7L) implementation, and he just might be right. With only four years in the business, Danny has built a thriving referral-based business helping hundreds of clients each year. His secret? Four strategic appreciation events that create connection, loyalty, and massive referral momentum. Listen in as Danny shares his event blueprint, mindset shifts, and step-by-step approach to sustainable growth through generosity. (7L) Referral Strategies and Podcast Topics: Events, Ambassador, Appreciation, Client Experience, Event Mastery Special Offer: Ready to build your own referral-generating event plan? The next Event Mastery class starts June 3! Learn how to create impactful, relationship-building events that generate consistent referrals. Register now at www.EventMastery.com

Don't Miss SPF Live at My Gym in NJ on July 18th and 19th!https://events.vincegabriele.com/july2025 In this episode of the Ask Vince Podcast, Vince keeps it real, sharing no-nonsense insights that every fitness business owner needs to hear. He kicks off by spotlighting the upcoming Mastermind Event on July 18th and 19th at Gabriele Fitness—a game-changing experience designed to help you maximize your gym's revenue, keep clients longer, and build a rock-solid community.But this episode isn't just about making money—it's about mindset, accountability, and making your health a priority. Whether you're crushing it or barely keeping your head above water, Vince's honest, straight-talk approach will hit home. Key Topics Discussed:1. Mastermind Event Announcement:Vince breaks down what you can expect at the event, including powerful strategies for increasing your gym's lifetime customer value. If you're serious about your business, this is a can't-miss opportunity. 2. Understanding Lifetime Customer Value (LCV):Vince gets into the nitty-gritty of how to boost your revenue through three main drivers:Stay Longer: Proven ways to keep your clients coming back.Pay More: Smart pricing strategies that don't scare clients away.Refer More: How to turn your happiest clients into your biggest advocates. 3. The Power of Accountability:You don't need more yes-men. You need friends who aren't afraid to call you out when you're slacking. Vince talks about the value of having people in your life who keep you honest—whether it's about your business or your personal health. 4. Health as an Asset or Liability:Vince pulls no punches as he explains why business owners often let their health fall apart and how this can destroy your success. It's a wake-up call for anyone who thinks they can “figure it out later. 5. Value Over Price:Stop fixating on what you charge—start obsessing over the value you deliver. Vince shares how creating memorable experiences and personalized touches can keep clients around for years. Don't Miss SPF Live at My Gym in NJ on July 18th and 19th!https://events.vincegabriele.com/july2025  If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

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!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!In this episode, we explore an alternative to the high-intensity surge meeting model: Cluster Meetings

It's time to make some adjustments in your business! Today I'm sharing a replay episode all about the little things that could make or break your client experience. This episode originally aired as Episode 99 on December 31st, 2024.Review full show notes and resources at mollycahill.com/podcastGet access to my Marketing Roadmap Private Audio Training: mollycahill.com/privatetrainingMentioned in this EpisodeEpisode 99 Tweaks to Improve Your Patient or Client Experience for 2025: mollycahill.com/improve-patient-client-experienceHolistic Marketing Hub holisticmarketinghub.com/enrollFollow Molly on Instagram: instagram.com/mollyacahill

In this episode of the Tyler Tech Podcast, Andrew Kahl, chief client officer at Tyler Technologies, joins us to explore why trust, transparency, and responsiveness are more critical than ever in the public sector. He shares how his decades of experience in technology shaped his approach to client relationships, and how his "infinity loop" philosophy helps agencies create stronger connections and deliver lasting value.Throughout the conversation, Andrew discusses how public expectations are evolving, why simplifying engagement is essential, and how agencies can move beyond transactional interactions to build trusted, long-term partnerships. He also offers insights into the role of technology — from usability to AI and automation — in helping government leaders modernize services and meet rising constituent demands.Tune in to learn how thoughtful client experience strategies can help agencies deliver with greater ease, strengthen resident trust, and shape a more responsive future for public service.This episode also highlights Digital Access and Accessibility in the Resident Experience, a new white paper exploring how public sector organizations can remove barriers and create more inclusive digital services. As governments continue to expand digital offerings, ensuring a seamless, user-friendly experience is more important than ever.Download: Digital Access and Accessibility: Creating a Better Resident ExperienceAnd learn more about the topics discussed in this episode with these resources:Download: A Digital Guide to Modernizing the Resident ExperienceBlog: Partnering With Communities to Build ResilienceBlog: Increase Community Resilience With Modern Payment SystemsBlog: Using Cloud-Based Solutions to Improve Access in CountiesBlog: Tyler Excellence Awards for the Public SectorBlog: Excellence 2024: Performance & Innovation SolutionsBlog: Excellence 2024: Connected Community SolutionsBlog: Excellence 2024: Operational Efficiency SolutionsBlog: Excellence 2024: Data & Transparency SolutionsVideo: Arkansas Enhances Residents' ExperienceVideo: How an Ohio County Boosts Assessment Fairness & TransparencyVideo: How a City Sparked Civic EngagementListen to other episodes of the podcast.Let us know what you think about the Tyler Tech Podcast in this survey!

Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer!  In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—without becoming tax preparers.   What You'll Learn in This Episode: ✅ Why tax planning is one of the biggest value-adds for financial advisors  ✅ How to avoid common tax-reporting mistakes that cost clients  ✅ The power of proactive CPA collaboration and how to simplify the process  ✅ Easy, actionable tax planning strategies for advisors at every level  ✅ How to build repeatable systems for tax conversations all year long  Tax planning doesn't have to be complicated to be impactful. Steven shares simple but effective strategies that will help you educate clients, communicate more effectively with CPAs, and confidently incorporate tax planning into your advisory practice. If you want to elevate your client experience and stand out in the industry, this episode is a must-listen! 

Excited to be joined today by one of my FNMS mentees Mauro. Mauro is a former banker turned Founder of Starathletes. He joins me today to discuss his time with Metabolism School and the FNMS program, how his client's benefitted from his expanded skillset and knowledge, and what advice he has for folks on the fence thinking about joining FNMS. Topics include: - Mauro's Background Before Becoming a Coach- Desire to Work for Yourself- What Led Mauro to FNMS- Certainty in the Client Experience- The Power of Referrals- If You're On The Fence About FNMS- Support with Complex Client Cases- Where to Find Mauro---------- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠My Live Program for Coaches: The Functional Nutrition and Metabolism Specialization ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.metabolismschool.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠---------- [Free] Metabolism School 101: The Video Series⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.metabolismschool.com/metabolism-101⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠----------Subscribe to My Youtube Channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/@sammillerscience?si=s1jcR6Im4GDHbw_1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠----------⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Grab a Copy of My New Book - Metabolism Made Simple⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠---------- Stay Connected: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram: @sammillerscience⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube: SamMillerScience⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook: The Nutrition Coaching Collaborative Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok: @sammillerscience⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ----------“This Podcast is for general informational purposes only and does not constitute the practice of medicine, nursing or other professional health care services, including the giving of medical advice, and no doctor/patient relationship is formed. The use of information on this podcast and the show notes or the reliance on the information provided is to be done at the user's own risk. The content of this podcast is not intended to be a substitute for professional medical advice, diagnosis, or treatment and is for educational purposes only. Always consult your physician before beginning any exercise program and users should not disregard, or delay in obtaining, medical advice for any medical condition they may have and should seek the assistance of their health care professionals for any such conditions. By accessing this Podcast, the listener acknowledges that the entire contents and design of this Podcast, are the property of Oracle Athletic Science LLC, or used by Oracle Athletic Science LLC with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this Podcast may save and use information contained in the Podcast only for personal or other non-commercial, educational purposes. No other use, including, without limitation, reproduction, retransmission or editing, of this Podcast may be made without the prior written permission of Oracle Athletic Science LLC, which may be requested by contacting the Oracle Athletic Science LLC by email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠operations⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@sammillerscience.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. By accessing this Podcast, the listener acknowledges that Oracle Athletic Science LLC makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast."

Learn more about Uncapped and Apply HERESummaryIn this episode, Christa discusses the critical decision photographers face between focusing on marketing or refining their business processes. She emphasizes the importance of establishing sustainable practices before scaling, highlighting the pitfalls of scaling a broken process. Christa advocates for a full-service approach that enhances client experience and value, while also addressing common mindset blocks that prevent photographers from making necessary changes. The conversation provides actionable insights for photographers looking to build a sustainable and profitable business.TakeawaysPhotographers often struggle with whether to market or refine processes first.Scaling a broken process can lead to confusion and burnout.A full-service approach adds value beyond just digital images.Setting clear pricing and processes is essential for sustainability.Mindset blocks can prevent photographers from making necessary changes.Incentives like gift cards can help attract clients while maintaining value.It's important to shift pricing and processes without waiting for the perfect moment.Building a business that aligns with your values is crucial for long-term success.Less is more; focusing on fewer clients can lead to higher profits.Clientele may shift over time, and that's a normal part of growth.Want to learn more about Uncapped?Learn more about Uncapped and Apply HEREThanks for listening! We'd LOVE if you left us a review!Connect with Christa on Instagram HERE!Enjoy a free 20-min training on adding $50k in income from products HERE!Apply for Uncapped HERE!

How do you grow a remote-first team from 30 to over 100 while still being voted a "great place to work"? Ginger Boyll says it’s part Agile mindset, part trust, and part Dungeons & Dragons—and we’re not arguing. Overview In this episode of the Agile Mentors Podcast, guest host Scott Dunn sits down with Ginger Boyll, Director of Client Experience at Stable Kernel, for a refreshingly candid conversation about leadership, collaboration, and creating cultures where people thrive, even remotely. From the magic of psychological safety to timesheet woes, CliftonStrengths charts, and the underrated art of letting someone else just do the thing, this episode is a masterclass in how empathy and agility show up far beyond process. References and resources mentioned in the show: Ginger Boyll Stable Kernel The Fearless Organization by Amy Edmonson Range by David Epstein Built to Last by Jim Collins Unreasonable Hospitality by Will Guidara The Tipping Point by Malcolm Gladwell The Coaching Habit by Michael Bungay Stanier Paul Graham’s Maker’s Schedule, Manager’s Schedule 25 Questions That Will Help You Know Your Teammates Better Join the Agile Mentors Community Subscribe to the Agile Mentors Podcast Want to get involved? This show is designed for you, and we’d love your input. Enjoyed what you heard today? Please leave a rating and a review. It really helps, and we read every single one. Got an Agile subject you’d like us to discuss or a question that needs an answer? Share your thoughts with us at podcast@mountaingoatsoftware.com This episode’s presenters are: Scott Dunn is a Certified Enterprise Coach and Scrum Trainer with over 20 years of experience coaching and training companies like NASA, EMC/Dell Technologies, Yahoo!, Technicolor, and eBay to transition to an agile approach using Scrum. Ginger Boyll is the Director of Client Experience at Stable Kernel. She is a natural problem-solver with a passion for people, bringing deep experience in Agile delivery, tech strategy, and cross-functional collaboration to every project she touches.

Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate!What you'll learn in this episode:The key mistakes advisors make when choosing and using their CRM How to ensure your tech stack aligns with your business goals and client experiencesThe role of AI and automation in streamlining advisory services Why understanding your ideal client is crucial for scaling your firmHow to transition from reactive to proactive client service with smart tech integrations If you've ever wondered whether your tech is working for you—or against you—this episode is a must-listen! Tune in and discover how to make technology your biggest business ally.-----------------------Register HERE for the Asset+Map Webinar!Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

In this episode, Ray Sclafani discusses the common pitfalls of growth in advisory firms, emphasizing that not all growth is beneficial. He introduces the concept of the ensemble model, which promotes teamwork over individual heroics, and highlights the importance of technology as a supportive tool rather than a crutch. The episode concludes with a call to action for firms to grow with intention, aligning their growth strategies with their core values and infrastructure.Key TakeawaysGrowth without structure leads to chaos.Technology should support, not dictate strategy.Successful firms will grow with intention and clarity.Evaluate if growth is by design or default.Infrastructure must be ready for growth stages.Focus on building a business, not just expanding a practice.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Want a fresh set of eyes on your business? Get ahead of the chaos—book your call now: https://calendly.com/spf-leo/spf-mastermind-discovery-call What's up, guys—Uncle Vinny here.I'm back behind the mic after some travel and life stuff… but this one's important.We're diving into two big topics today: tariffs and retention—and how both are about to smack gym owners right in the face if you're not paying attention. I break down what I've learned from some seriously smart finance people (not from watching the news), and explain how this stuff could affect your clients and your business.But most importantly—I'm sharing exactly what we did at Gabriele Fitness to drop our attrition rate to 1.5%. That's the lowest it's ever been. I'm talking real strategies, real results—no fluff. If you're trying to keep your members happy, showing up, and not canceling, you'll want to hear this one. Top 5 Key PointsFocus on What You Can Actually ControlYou can't control the economy, politics, or what China does. But you can control your fitness, your food, your time, your team—and how hard you work. Do that.Fear is in the Air—That Affects SpendingTariffs are creating uncertainty, and uncertainty makes people think twice before spending money. If your clients feel unsure, your gym could end up on the chopping block—unless you show them you're worth every penny.Keep What You've GotWhen it gets harder to bring in new leads, your best bet is to double down on the clients you already have. Our motto: Operation: Don't Lose Anybody. That's how we cut attrition to 1.5%.Add Real Value (Not More Sessions)Personalization, connection, and community win. Automated birthday emails don't cut it. We did stuff like personalized holiday videos and ran an epic March Madness event just for members. That's what people actually care about.Don't Be Afraid to Lead HardWhen someone tries to cancel or go on hold, challenge them. Remind them why they started. People are secretly begging to be led—especially in times like these. Be the leader they're looking for. Want a fresh set of eyes on your business? Get ahead of the chaos—book your call now: https://calendly.com/spf-leo/spf-mastermind-discovery-call If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

Ready to stay ahead in this shifting, tariff-driven climate? Book your complimentary strategy call today and let's map out a game plan for growth: https://calendly.com/spf-leo/spf-mastermind-discovery-call In this raw and unfiltered episode of Ask Vince, Vince Gabriele fires straight from the hip on how gym owners can (and must) prepare for a shaky economy. With tariffs looming, prices rising, and fear thick in the air, Vince delivers a wake-up call: this isn't the time to coast—this is wartime CEO season.The episode kicks off with a preview of the upcoming July Mastermind event, featuring one of Vince's biggest gets ever—Ari Weinzweig of Zingerman's. From there, Vince dives deep into the power of his Elite Consulting Days, showing how a fresh perspective can expose profit leaks, mindset issues, and operational inefficiencies that are keeping gym owners stuck.The theme? Leadership, discipline, and decisiveness. Vince shows you how to hold the line, protect your business, and come out ahead—because “this too shall pass,” but only if you do the work. Top 5 Key Takeaways:1. Fresh Eyes Save Lives (and Businesses)Vince's Elite Consulting Days give gym owners a full-day deep dive into their business. These sessions uncover things owners are blind to—from bloated payroll to underpriced services—and give them a clear plan of action. Spoiler: you're probably undercharging, overworking, and bleeding cash without knowing it.2. The Economy is Messy—Fear is the Real EnemyTariffs are triggering fear, and fear changes behavior. Clients start cutting non-essentials (like gyms). Vince warns: you don't need to be an economist, but you must understand how economic perception affects your clients' decisions.3. Retention is KingHold onto what you've got. Vince shares how GFP slashed attrition to 1.5% by tracking attendance patterns, improving service, and doing more with less. His advice? Double down on delivering massive value and keep clients delighted, not just satisfied.4. Embrace Wartime LeadershipNow's the time to act like a wartime CEO: raise your standards, get disciplined, audit everything, and trim the fat—especially B-players on your team. Vince's favorite wartime move? Audit your billing and slash waste like your business depends on it—because it does.5. The Mindset Shift is Non-NegotiableWhen uncertainty hits, owners need to rewire their thinking. Vince lays out a wartime mindset playbook: think long-term, take massive ownership, and tighten up every aspect of life—from fitness to finances. As he says, “You gotta do more and better for less… and still win.” Ready to stay ahead in this shifting, tariff-driven climate? Book your complimentary strategy call today and let's map out a game plan for growth: https://calendly.com/spf-leo/spf-mastermind-discovery-call If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In this episode, we're tackling a challenge many financial advisors face: how to politely and confidently communicate that there's a fee for your time, expertise, and services outside your core offerings. You'll learn simple, professional phrases you can start using right away to set boundaries—without sounding cold or salesy.We'll reframe the mindset around charging for “quick” advice and explore how to confidently show the value behind your experience. This episode is your reminder that quick doesn't mean cheap, and your efficiency is a gift—one worth charging for.-----------------------Register HERE for the Asset+Map Webinar!Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Want to connect with Britt?  Website: www.brittcroft.comInstagram: www.instagram.com/brittcroftphotoThe Album Concierge: www.instagram.com/thealbumconciergeSummaryIn this conversation, Britt Croft shares her inspiring journey from nearly quitting photography to building a successful six-figure business. She discusses her transition from wedding photography to full-service portraits, the challenges she faced, and how embracing discomfort led to significant growth. Britt also highlights her new venture, The Album Concierge, which supports luxury wedding photographers in providing high-quality products to their clients. Throughout the discussion, she emphasizes the importance of investing in education and coaching to navigate the evolving landscape of photography.TakeawaysBritt transitioned from wedding photography to full-service portraits.Embracing discomfort is essential for growth and success.Investing in coaching has been a game changer for Britt.Building relationships with clients is crucial for a successful business.The Album Concierge helps photographers provide high-quality products.Britt's average sale increased significantly after pivoting to full service.Trusting the process is vital when facing challenges.Discomfort often precedes significant breakthroughs.Britt emphasizes the importance of physical products in photography.Networking and collaboration can enhance business opportunities.Thinking about joining Uncapped or Intensive coaching? DM me the word COACH to www.instagram.com/christa_rene for a no pressure convo on if this could help your business grow to the next level.Thanks for listening! We'd LOVE if you left us a review!Connect with Christa on Instagram HERE!Enjoy a free 20-min training on adding $50k in income from products HERE!Apply for Uncapped HERE!

Pull back the curtain on a Master Hour inside the Advisor Accelerator, where Sarah Williams of Rebel Office Inc and the host of IT'S A VIBE Podcast joins us to talk about client experience! We dive into topics like client retention, the art of client onboarding/offboarding, and the power of nurturing long-term relationships with clients. Plus, we cover nuanced topics like how to create personalized touch-points that strike a balance between professional boundaries and friendly engagement + incentivizing referrals in a way that feels authentic rather than transactional. (This is a replay episode that originally aired in April 2024)

The difference between a good service and an unforgettable experience is in the details. In this episode of Beyond Esthetics Podcast, we dive into the art of refining the client journey—from the moment they discover you to the way they feel after they leave your space. Small, intentional edits in your processes, communication, and ambiance can make a massive impact on client retention, referrals, and overall success. We'll explore the blind spots many beauty professionals overlook and share actionable ways to elevate every aspect of the client experience. If you're ready to stand out and create a brand that clients rave about, this episode is for you.Find Us:@sweetcheeksuniversity @the_esthi_coach @beyondestheticspodcasthello@beyondestheticscoaching.comwww.sweetcheeksuniversity.com

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!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!And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today's episode, we'll discuss why it's time to ditch the traditional “annual review” and what to do instead. You'll discover how a simple shift in language—from review to strategy session—can elevate your client experience, change the energy in the room, and position you as the proactive guide your clients truly need.

In this episode, we sit down with Andy Seavers, CEO and co-founder of Case Status, a groundbreaking client engagement platform built to transform how law firms communicate with their clients. From his early days chasing a record deal with his high school band to becoming a tech-savvy entrepreneur deeply entrenched in legal innovation, Andy shares a candid and inspiring journey of resilience, creativity, and business insight. He opens up about the origin story of Case Status, born out of real pain points in the legal world, and how they pushed against industry resistance to bring modern, client-centered solutions to law firms across the country. Andy dives into how Case Status leverages AI, data, and sentiment analysis to improve client satisfaction and streamline legal operations—without cutting corners on care or compliance. He also talks about building a company culture that's “RAD” (Radically Disruptive, Actively Curious, and Dedicated to the Team), the lessons learned from startup life and raising over $30 million in funding, and the personal rhythms that keep him grounded—whether that's flying a plane, playing guitar, or hitting the golf course. This conversation is packed with wisdom for entrepreneurs, technologists, and legal professionals alike. Takeaways: The legal industry, traditionally resistant to change, is now embracing technology—especially in client engagement and communication—as a necessary step toward improving service and efficiency.Providing transparency, timely communication, and proactive service is no longer optional. Law firms are being challenged to match the accessibility and visibility clients expect from other industries, like banking.Artificial intelligence is not about eliminating jobs in law; it's about enhancing communication, improving response quality, and enabling legal teams to focus on complex tasks by handling repetitive ones more efficiently.Some of the most impactful tech advancements happen in industries others overlook. By identifying real pain points in legal client communication, significant business opportunities can emerge.Building a strong internal culture with clear values—like being radically disruptive, actively curious, and team-oriented—can align a team, fuel innovation, and maintain motivation through challenges.Operating frameworks like EOS (Entrepreneurial Operating System) help teams align around long-term goals, make smarter decisions, and stay focused on impactful work across all departments.Creating separation between work and home, building in-person culture hubs, and carving out personal time for hobbies or passions can be essential for avoiding burnout—especially in high-growth startup environments.

In this inspiring episode, Nick and Christine sit down with Susan Kavanagh, president of Tech Rochester, to explore the powerful intersection of technology, community, and personal growth. Susan shares her unique journey from the legal field to becoming a tech leader and how she helped shape Tech Rochester into a driving force for workforce development and innovation. The conversation covers everything from the future of AI to the launch of the exciting new “Made in Rock” event series, as well as the ongoing mission to support underserved communities and foster cross-industry collaboration, including Rochester's vibrant arts scene. If you're curious about how tech is transforming the 585 and what's coming next, this episode is a must-listen!About Susan Kavanagh, Sr. Director, Client Experience at KLDiscovery and President, TechRochesterEmail: skavanagh75@hotmail.comLinkedIn: www.linkedin.com/in/susanippolitikavanagh/Connect and Follow TechRochester:Website: https://www.techrochester.org/LinkedIn: www.linkedin.com/company/techrochesterInstagram: www.instagram.com/techrochesterFacebook: www.facebook.com/TechRochesterYoutube: www.youtube.com/channel/UC3dRmg51iHYQ8moj2_al3fw/videosTechRochester is a non-profit organization that focuses on bringing technology professionals together within the community. We support professional growth on an individual level, in the hopes that together we can encourage the growth of technology within the Rochester region.More About That Sounds Terrific in the 585 – Hosts Nick Koziol & Christine GreenFor more information on That Sounds Terrific in the 585, visit our website at That Sounds Terrific and be sure to follow us on Facebook, Twitter, and Instagram. If you or someone you know is doing something terrific in the 585 area and should be featured on our show, email us at thatsoundsterrific@gmail.com.Special Thanks To Our Key Supporters585 Magazine and their team for their support with the That Sounds Terrific in the 585 podcast. Be sure to become a subscriber of this terrific magazine - learn more at https://585mag.comThank you to Morgan Brown and Meadow Viscuso, our terrific intern duo from SUNY Fredonia for all their hard work and for lending their voices and music to the Intro and Outro of the That Sounds Terrific in the 585!

FULL SHOW NOTES: https://www.haileyrowe.com/client-experienceJoin my free Facebook community for business support & to connect with other health coaches: https://www.facebook.com/groups/themarketinghubgroup/Facebook: https://www.facebook.com/haileyrowecoachInstagram: https://www.instagram.com/hailey_roweTwitter: https://www.twitter.com/hailey_rowe

Would you believe me if I said I just bought a brand new car… after buying the exact same brand new car in 2023? In today's episode, I'm sharing the story of my rough car troubles and the treatment from the dealership that brought me back as a customer. I'm also diving into the lesson learned from the experience, which proves that client experience matters more than anything else in your business. The Shoot It Straight Podcast is brought to you by Sabrina Gebhardt, photographer and educator. Join us each week as we discuss what it's like to be a female creative entrepreneur while balancing entrepreneurship and motherhood. If you're trying to find balance in this exciting place you're in, yet willing to talk about the hard stuff too, Shoot It Straight Podcast is here to share practical and tangible takeaways to help you shoot it straight.This episode is brought to you by my new free quiz, What's Your Photographer Marketing Personality? This quiz is designed to identify your strengths when it comes to marketing, plus what might be holding you back. If you're ready to say goodbye to overwhelm, exhaustion, and dead ends when it comes to your marketing, take the quiz today.Take the Quiz >>Review the Show Notes:The backstory on my 2023 brand new car (0:46)Being treated like a dealership VIP (4:03)Why client experience matters more than anything else (8:52)Connect with Sabrina:What's Your Photographer Marketing Personality? Quiz: sabrinagebhardt.com/marketing-quizEpisode 92 Marketing I Learned From A Car Salesman: sabrinagebhardt.com/podcast/92-marketingInstagram: instagram.com/sabrinagebhardtphotographyWebsite: sabrinagebhardt.com Hosted on Acast. See acast.com/privacy for more information.

In this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven landscape. As technology reshapes the industry, how can advisors stay ahead, continue to deliver exceptional value, and ensure their businesses remain competitive? Adam shares his insights on the challenges advisors face and the strategic shifts necessary to thrive in the future.Key Takeaways:How AI and automation are reshaping financial planningWhy relationship currency is no longer enough to retain clientsThe importance of proactively delivering value before clients askStrategies for engaging the next generation of clientsRethinking fee structures to align with the modern advisory modelAdam and I explore what it takes to remain relevant in an era where technology can generate financial plans in seconds. He challenges advisors to ask themselves: Do my clients see my value as greater than the cost? If not, it's time for a strategic shift. Tune in to learn how you can future-proof your business and create a client experience that sets you apart.-----------------------Register HERE for the Asset+Map Webinar!Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Want your client emails to actually get read? In this bite-sized solo episode, Colie shares the three things every email in your client experience must include—whether it's automated or not. If your messages are getting ghosted or you're stuck rewriting the same email over and over, this is your sign to simplify and streamline. These tips will help you write emails that sound like you and actually move your clients forward.Find it Quickly00:00 – Why most emails fall flat01:11 – The real purpose of your emails02:25 – How to inject personality (yes, GIFs count!)04:57 – The secret power of a preview06:13 – Quick challenge to improve your emailsReady to write emails you're actually proud of? Join the free 3-day Systems Glow-Up: Email Edition starting April 29th → coliejames.com/glowup

In this episode of She Sells He Sells, Brian sits down with Tim Langhauser, co-founder of Compass Home Group, to discuss how building solid business systems and tracking the right metrics led to their success in real estate. Tim shares insights on creating processes that enable team growth, why boring daily consistency leads to extraordinary results, and how their client-focused events build a community of "big mouths" who drive referrals. From spreadsheet tracking to Easter egg hunts, discover how this data-driven approach to relationship building transformed their business. Listen in for: - How Tim and his business partner Michele complement each other's strengths to grow their real estate empire [07:10] - Why the "boring" daily tasks are actually what make entrepreneurs successful [09:40] - The real ROI behind client experience events like Easter egg hunts with 350+ people [18:45] - How creating systems transformed their 88% referral-based business [20:30] - Why tracking metrics like text messages and handwritten notes matters for growth [13:30] - The R&D (ripoff and duplicate) strategy that helps them implement great ideas quickly [22:20] - How to build a "big mouth community" that generates endless referrals [29:01] - Tim's simple yet powerful advice for implementing systems in your business [35:55] Whether you're a real estate professional, entrepreneur, or business leader looking to scale, Tim's insights offer a refreshing perspective on what truly drives success. Connect with Tim: IG:  https://www.instagram.com/timlanghauser/ https://www.instagram.com/compasshomegroup/ Website:  https://www.compasshomegroup.com/ ---- What's Your Sales Style?  Find out here! https://www.kristademcher.com/sales-style-quiz Follow us on YouTube: https://www.youtube.com/channel/UCfQNMxt1N_x6vO_dnizVu2g Follow SHE SELLS HE SELLS on IG: https://www.instagram.com/shesellshesellspodcast

Running your day with intention doesn't have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—how she time blocks, writes in specific tasks, and uses structure to create more freedom. Whether you're in the thick of client meetings or juggling team leadership with family life, this system will help you stop spinning your wheels and start finishing the right things.Here's how Libby sets herself up to lead each day instead of react to it.What you'll learn in this episode:How to end the day before with planning the next day outThe difference between time blocking and actually assigning tasksHow to identify your “Big 3” priorities and protect themThe simple gratitude practice that grounds you before the chaos hitsHow white space can either be intentional—or where productivity goes to dieIf you've ever blocked out time for “admin” and then stared at your screen not knowing what to do next, this episode will give you a simple and powerful shift. Plus, Libby shares the exact planner she uses (spoiler: it's not the one she used to love).Take 10 minutes tonight, plan tomorrow like a pro, and wake up already ahead.Linked resource: Libby's current fave → Full Focus PlannerRegister for the Financial Planning in 10 Minutes Webinar Here! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

SummaryIn this conversation, Christa discusses the value of mini sessions in photography, emphasizing that they can be profitable if structured correctly. She shares insights on how to maximize income through upselling and providing additional value to clients. The discussion covers strategies for enhancing the client experience, the importance of including products, and the role of sales as a service in building long-term client relationships.TakeawaysMini sessions can be profitable if set up correctly.The right structure can lead to higher income from mini sessions.Including products in mini sessions adds value for clients.Upselling options can significantly increase average earnings.Sales should be approached as a service to clients.Mini sessions can lead to future full-service bookings.Having an assistant can streamline the mini session process.Client experience is crucial in photography services.The importance of intentional shooting during mini sessions.Clear communication about upsell options enhances client satisfaction.Thinking about joining Uncapped or Intensive coaching? DM me the word COACH to www.instagram.com/christa_rene for a no pressure convo on if this could help your business grow to the next level.Thanks for listening! We'd LOVE if you left us a review!Connect with Christa on Instagram HERE!Enjoy a free 20-min training on adding $50k in income from products HERE!Apply for Uncapped HERE!

What if launching your law firm amidst competition isn't about having it all figured out, but about taking the plunge with unwavering determination and adaptability? In this episode of The Game Changing Attorney Podcast, host Michael Mogill sits down with Charles Buist and Nicholas Spetsas, the formidable duo behind a rapidly growing law firm in Orlando. Join us as we delve into their inspiring journey from shared dreams in a cramped one-bedroom apartment to the strategic decisions that helped them navigate the challenges of launching a firm from scratch. Here's what you'll learn: How taking strategic risks early in your career can pave the way for future success The critical role of a client-centric approach in differentiating a law firm, ensuring lasting relationships and trust by prioritizing client needs and maintaining excellent service The impact of leveraging advanced technology and personalized leadership strategies, like AI, Kolbe, and PRINT assessments, to foster team growth and enhance operational efficiency in a thriving law firm Tune in as they unpack their evolution from law school allies to entrepreneurial partners, revealing the bold bets, unrelenting commitment, and client-first mindset that drove their explosive growth from day one. With an emphasis on emotional connection, tech-forward operations, and agile leadership, Charles and Nick's story is packed with battle-tested strategies and hard-earned insights for any law firm looking to stand out — and win — in today's hyper-competitive market. ---- Show Notes: 00:00 – Introduction 03:11 – From Law School Roommates to Law Firm Founders 06:19 – Building the Firm During Uncertainty and Sleepless Nights 11:45 – The Turning Point: A Case That Changed Everything 14:31 – Competing in One of the Nation's Toughest Legal Markets 18:34 – Team Composition, Growth Strategy, and Embracing AI 23:37 – Leadership Lessons: Individual Focus and Effective Communication 27:55 – Defining Firm Culture: Excellence, Empathy & Evolution 42:08 – Personal Growth, Client Experience & What's Next ---- Links & Resources: Charles Buist Nicholas Spetsas Mark Cuban Lior Weinstein Chris Voss The Bachelorette ---- Do you love this podcast and want to see more game changing content? Subscribe to our YouTube channel. ---- Past guests on The Game Changing Attorney Podcast include David Goggins, John Morgan, Alex Hormozi, Randi McGinn, Kim Scott, Chris Voss, Kevin O'Leary, Laura Wasser, John Maxwell, Mark Lanier, Robert Greene, and many more. ---- If you enjoyed this episode, you may also like: 323. James Lawrence — The Power of One More: A Journey of Grit and Determination 259. David Craig — How to Build a Law Firm That Stands the Test of Time 246. AMMA — From Burnout to Breakthrough: The Key Differences Between Winners and Losers

In this episode of Remodelers on the Rise, Kyle sits down with Mason and Andy to unpack the lessons they've learned growing their remodeling business. From building a solid online presence to navigating the shift toward higher-end projects, they share what's working—and what's not. You'll hear real talk about marketing strategies, hiring the right team, improving sales processes, and why narrowing your focus can actually help you scale. If you've ever wondered how to grow smarter (not just bigger), this episode is packed with practical insights every remodeler can apply. ----- Today's episode is sponsored by Contractor Growth Network. Discover how to build a brand that stands out at contractorgrowthnetwork.com. ----- 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! ----- Takeaways The importance of a strong online presence and branding. Utilizing Google reviews to enhance credibility. Narrowing project focus can streamline operations. Strategic partnerships can lead to larger projects. Consistent marketing efforts are crucial for growth. Enhancing client experience can lead to repeat business. Effective communication with past clients is key. Evaluating marketing tactics for better ROI is essential. Hiring strategies should align with business growth goals. Improving the sales process can increase conversion rates. ----- Chapters 00:00 Introduction to Welcome Home Remodeling 04:09 Mason and Andy's Journey in Remodeling 06:57 Marketing Challenges and Opportunities 10:02 The Importance of a Strong Online Presence 13:07 Enhancing Client Experience and Engagement 16:02 Strategic Partnerships for Growth 19:05 Narrowing Focus for Better Results 22:03 Understanding SEO and Google Ads 25:11 Transitioning to Higher-End Projects 28:39 Evaluating Marketing Strategies: Trade Shows vs. Digital 32:01 Enhancing Sales Processes for Better Client Engagement 33:55 Hiring Strategies: Balancing Experience and Growth 37:33 Narrowing Focus for Training and Efficiency 40:29 Identifying Bottlenecks in Growth 44:02 Key Takeaways and Future Directions

Brianna dives deep into 'client experience', highlighting how creating a memorable and seamless experience for clients is not just about logistics and beautiful locations, but about how clients feel throughout their journey working with you. Tune in for insights and practical strategies to enhance client experience, drawing from Brianna's near decade of running a travel business. She breaks down the process into three key pillars: thoughtful communication, seamless logistics, and personal touches. Tune in for actionable tips to elevate client connections and ensure repeat business.

Are you haunted by your past compliance experiences? You're not alone! In this episode, we sit down with Kent Keister, compliance consultant and founder of Reliant, to demystify the world of compliance for RIAs. Kent brings humor, clarity, and loads of practical wisdom to a topic that usually makes advisors cringe. Whether you're thinking about going independent, already running your own firm, or just want to understand what your Series 7 really does for you (or doesn't), this conversation is packed with insight and “ah-ha” moments

Welcome to the Stephanie Laynes Institute Beauty Business Podcast, where expertise meets entrepreneurship! Join us as we delve into the dynamic world of the business of esthetics with licensed esthetician, Stephanie Laynes. Stephanie, a seasoned professional in the beauty industry, brings her wealth of knowledge and experience to the forefront, sharing valuable insights, tips, and trends that every esthetician can use in their business. This episode will discuss why every Esthetician should elevate their clients experience, and treat every client like a VIP client! Click here to take my FREE Communication Masterclass Join my IG Broadcast Group HERE Enroll in the SLI Online Esthetician School for only $30 a month that includes advanced esthetic education, business tips & more! Click here: Cost Per Service Worksheet from Angela Green, join the app to get access & pay! Don't forget the Esthetician Summit 2025 April 27-29, 2025 at the Plano Event Center in Plano, Texas! This is our last Esthetician Summit and would love for you to celebrate with us! Be sure to grab your ticket and join us! ***Stephanie's Favorite Things:*** Payroll App Esthetician Insurance Esthetician Gameplan: Pay Myself Workbook Smooth Skin Supply LLC Wholesale Website Follow Stephanie Laynes on socials: Instagram Facebook Tik Tok Youtube For business inquires please email admin@stephanielaynes.com

In this episode, we're diving into what it really means to own your client experience—starting with relationship-building. From the first hello to the post-appointment follow-up, every touchpoint matters. We are sharing simple ways to strengthen client trust, boost retention, and build genuine loyalty that goes way beyond hair. Plus, a few hot tips to elevate the client experience instantly. If you're ready to turn one-time visits into long-term relationships, this one's for you.

MORE THAN MORE | Dylan sits down with our 2024 More Than More Award winner, Nichole Johnson, Director of Client Experience for Megan Mitchum + Co. Nichole joined forces with Megan in 2015, bringing a background in family services and a passion for helping others. She's known for meeting clients where they're at and taking the time to truly understand their stories. She shares how that same heart for service fuels both her work in real estate and her volunteer efforts with Big Brothers Big Sisters of Central Iowa.   Speakers: Dylan de Bruin, Co-Broker/Co-Owner Nichole Johnson, Director of Client Experience for Megan Mitchum + Co.   Subscribe to the More Than More Podcast for new weekly episodes as we discuss building meaningful and impactful businesses, careers, and lives through real estate.   Apple Podcasts Spotify YouTube  

Everyone is feeling the heat of tax season. Whether it's clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing deadlines—this season always seems to bring a special kind of chaos.And listen, I get it. You want to help these clients. You care. But at the same time, you're frustrated because they've had 15 MONTHS to do this—and you've sent the reminders! I can still feel that tension from when I was in the trenches myself.This used to happen to us every year. Until one year, we decided: NO MORE.In this episode, I'm breaking down exactly how we changed our approach so that tax season stopped feeling like a fire drill. I'm sharing actionable tips that you can start implementing now to protect your time, set better expectations, and serve your clients without sacrificing your sanity.Tax season doesn't have to feel like Groundhog Day in Hell. With a little intention and structure, you can protect your time, deliver great service, and save your team (and yourself) from burnout.Tune into this week's episode for the full breakdown—and walk away with a plan you can actually use. Let's make next tax season feel a lot less frantic. You've got this!

Does every single offer need a fully built out client experience? While I think it's necessary to create a powerful experience that leave your client raving about you, I also am a huge fan of simple systems. In this episode I'm walking you through how you might be overcomplicating your systems for some of your offers and why you should leave the more robust systems for your signature offers.Find it Quickly:[00:29] The Importance of Client Experience[01:23] Simple Offers Explained[03:20] Stop Overcomplicating Your Systems[04:28] Essential Elements for Simple Offers[05:49] Summarizing and Upselling[07:02] Evaluating & Simplifying Your SystemsMentioned in this EpisodeGet Paid with SchedulersMentioned in this episode:Join the Systems Glow Up ChallengeWhat if writing client experience emails didn't make you want ot pull your hair out? In my three-day Systems Glow Up Challenge, I'll help you stop overthinking every message and start writing with clarity and confidence. Join us on April 29th at coliejames.com/glowup

Tune in to hear:What is Rudyard Kipling's poem “If –” about and what can it teach us about remaining poised in the face of chaos?What are some qualities of the investors who fare best in turbulent markets?What roles does EQ (Emotional Intelligence) play in investment decision making?What are some practical steps for remaining calm in a churning world?Why is “sleeping on it” such powerful advice when it comes to investment decision making?How can we anchor to non-financial metrics to regain a measure of control during market downturns?LinksThe Soul of WealthOrion's Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 1048-U-25099

Today, we're talking about the one website change that can completely transform your client experience — and in turn, lead to more inquiries, smoother onboarding, and more aligned clients. Let's dive in.Hosted by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kelly Zugay⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠With Grace and Gold®⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ — ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Brand It, Build It Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a chart-topping small business marketing podcast, equips you to build and grow your creative small business with purpose and strategy.Podcast Show Notes: https://withgraceandgold.com/category/podcast/With Grace and Gold on Instagram: https://www.instagram.com/withgraceandgoldFree Resources from With Grace and Gold: https://www.withgraceandgold.com/freeHonored as Showit Designer of the Year, With Grace and Gold® has proudly served thousands of small businesses and creative founders worldwide through award-winning, elevated, purpose-driven brand and ⁠⁠⁠Showit web design⁠⁠⁠ since 2014. For custom brand design services, custom Showit web design services, and easy-to-customize Showit website templates for fine art photographers, event planners, wedding professionals, interior designers, and creatives, please visit With Grace and Gold: www.withgraceandgold.com

Auditing the client experience can be difficult from an owner's perspective because it's too biased. That's where I come in.—-------------------------------------------------------------------------------------------------------------I solve problems in your business and make you more money.  Guaranteed. For over a decade I've been working with gym owners (via one-on-one consulting) to help create tailored solutions to solve their business problems, engineer the game plan and empower them to execute the strategy.Stop wishing your business problems are going to magically go away.  Invest in your business and let me solve your problems and optimize your business fast and efficiently. We'll work together daily/weekly, with a monthly call until the problem is solved and then I want you to fire me.  Because this is YOUR business, I'm just here to solve a specific problem and then get out of your way.Learn more about what it's like for us to work together.—-------------------------------------------------------------------------------------------------------------Want to increase your business IQ by 100x for only $50? Get enrolled in Microgym University - the only online business school that teaches you the best practices and business frameworks from some of the most successful brands in our industry and then lets you decide which ones to install in your business.New courses are added every month. ⁠www.microgymuniversity.com⁠ —-------------------------------------------------------------------------------------------------------------Need help leasing or buying a building?I created the Gym Real Estate Company so that gym owners had someone who could go beyond the duties of a typical real estate broker and actually advise them on business aspects as they relate to site selection, market location fit, operational capacity, facility layout, pre-sell marketing, and more.If you're looking for help with your next lease or if you want us to help you along the journey of buying a building - ⁠head over to www.gymrealestate.co and book a Discovery Call.—--------------------------------------------------------------------------------------------------------------Elevate Your Coaching and Program Design w/ TeamBuildrTeamBuildr is a strength & conditioning software for performance coaches who want to efficiently build workout programs for their athletes and clients. Their platform was designed to make the life of a strength coach easier when it comes to building workouts, monitoring athlete recovery, and tracking workout data.They are currently offering a 30-day free trial when signing up with code “WTF”.—--------------------------------------------------------------------------------------------------------------Inexpensive Member Management Software That Doesn't SuckGymStudio is a gym and studio management software for businesses that want to deliver a frictionless member experience. Their intuitive platform was designed to re-think how traditional gym management platforms organize memberships, payments, schedules, bookings, and more. GymStudio is utilized by small and medium-sized fitness businesses ranging from strength and conditioning gyms to yoga and Pilates studios around the world. They offer a 14-day trial and a concierge "transition service" when switching from another gym management platform. This all-in-one platform provides this and much more for less than $150 per month.

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!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!And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today's episode, we'll discuss: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster

In this episode of The Modern Hairstylist Podcast, host Hunter Donia and special guest Jodie Brown break down the four essential systems that every independent hairstylist needs in place to scale sustainably in 2025. If you're feeling overwhelmed by all the hats you wear as a beauty business owner—marketing, client care, admin, and more—this episode will help you get clarity on where to focus your energy so your business can grow without burning you out.Hunter shares the exact four “departments” that every stylist needs to build out in their business, how to identify which one is currently holding you back, and how to use your data to make smart, strategic decisions. If you want to work smarter—not harder—in 2025, this is your roadmap.Key Takeaways:

Spring is time for rebirth and renewal…and today's episode is about a relationship between a client and an agency that embodies continual rebirth and renewal. Jim's guests this week are Sherry Graziano, the EVP, Head of Digital, Client Experience & Marketing at Truist Bank, and Scott Goodson, the CEO and Founder of ad agency StrawberryFrog. Sherry and Scott are longtime partners at Truist, a top 10 US bank headquartered in Charlotte, NC. Truist has a purpose to inspire and build better lives and communities–and they mean that, as you will hear through Sherry and Scott's stories.Sherry has been at Truist since 2011; she was part of SunTrust, which became Truist after SunTrust's merger with BB&T. Scott and his agency have been working with Truist for many years. Many brands switch agencies frequently–this is a story of a client and agency who have learned to work together over the years, and thus discovered the magic of teamwork with a common purpose, common objectives, and a shared ambition. Tune in for a conversation on the playbook for a successful partnership!This week's episode is brought to you by StrawberryFrog and Deloitte.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.