Podcasts about client management

S5 Ep 19 of The Awake Space Podcast explores how spirituality (and other subjects) leave people open to manipulation and scams. Your host Laurie Rivers has been a professional astrologer since 1998 and brings her 3 decades of experience to the table to help you understand how not to get scammed or sucked into a delusional spiral with AI, Social Media and even psychic hotlines.Tracy St. Croix is this week's guest, she brings her experience, wisdom and humor to share her experience on psychic hotlines. Laurie and Tracy have a humorous conversation while setting the record straight, then explain how they came up with a solution to help their clients who have questions or need a quick touch base. Show Links:Awake Space Patreon supports the podcast and keeps it ad free. Join HERE for resources and juicy discounts (and access to Laurie's new quick connect link)Tracy St. Croix for outstanding psychic mediumship for life and business. Click HereUpcoming Events with Laurie:Laurie & Matilda See Stuff May 31st - Astrologer Laurie Rivers and Medium Matilda join forces yet again to get your through the second half of 2025 - Get Your Tickets HERE2026 Year Ahead Predictions with Laurie Rivers - June 21 2025. Join Laurie for a month by month walk through and q&a about 2026 to help you prepare and make the most of the energy. (Patrons save 50% go to the member discount collection for your code) - Book HereChapters00:00 Astrological Insights and Systemic Change02:33 The Role of AI in Spirituality05:34 New Moon in Gemini: Crafting Your Future12:59 Exploring AI in Spirituality and Divination15:46 The Limitations of AI in Intuitive Practices18:49 The Dangers of Mirroring and Cognitive Bias22:07 The Evolution of Astrological Interpretation24:59 The Role of Human Insight in Astrology28:03 Ethics in Divination and Psychic Readings29:17 Patron Shout Outs and Community Appreciation31:21 Navigating Psychic Hotlines and Co-Creating Solutions31:34 Exploring Psychic Hotlines34:36 The Reality of Psychic Readings37:23 Client Management and Expectations40:09 Lessons from the Hotline Experience43:13 Navigating Emotional Intelligence in Readings46:04 The Role of Intuition in Psychic Work48:56 Innovating Psychic Services51:51 Creating Accessible Guidance53:33 Navigating Ethical Dilemmas in Psychic Services59:55 The Role of Intuition in Client Interactions01:07:21 Balancing Personal Well-being with Professional Service01:14:34 Innovating Psychic Services for Modern Needs01:15:25 Balancing Work and Personal Time01:16:50 Authenticity and Integrity in Readings01:18:16 The Importance of Community in Spiritual Work01:18:53 Evening Sessions and Client Needs01:20:34 Quick Touch Base Sessions01:21:30 Exploring Spirituality and Business01:23:30 Learning from Experience and Mentorship01:27:21 Training and Synthesis in Readings01:29:01 Navigating Client Expectations01:37:17 Innovating Spiritual Services01:38:23 Introduction and Upcoming Events01:40:15 Astrological Predictions and Global Events01:48:19 Intense Global Climate and Political Changes01:51:57 Personal Well-being and Conclusion

In this episode of the Post Status Happiness Hour, host Michelle Frechette chats with Adam Warner, GoDaddy's Director of Field Marketing. Adam discusses GoDaddy's latest tools, including the Site Optimizer for enhancing SEO and the AI-powered market research tool for client management. The conversation highlights GoDaddy's commitment to the WordPress community and upcoming developments.Top Takeaways:GoDaddy Airo is an AI-Powered Productivity Boost for Web Professionals: GoDaddy Airo offers a suite of tools designed to help web designers and developers (a.k.a. “web dnds”) save time and improve quality. It helps with tasks like writing copy, generating SEO meta descriptions, creating alt text for images, and performing overall site optimization.The Site Optimizer Ensures Strong SEO and Accessibility Foundations: The Site Optimizer tool scans pages for SEO opportunities and accessibility issues—like missing alt text—and provides automatic or manual suggestions to improve them. It covers headline hierarchy, content structure, social sharing cards, and more.Client Management is Streamlined with Built-In Tools and AI-Generated Market Research: Each client entry includes a simplified project/task list covering everything from discovery to site launch and maintenance. The standout feature is AI-powered market research, which generates useful client-specific data like industry demographics and SEO opportunities—great for discovery calls and proposal prep.Mentioned In The Show:WordPress.orgGoDaddy GoDaddy AiroManaged WP

Phillip Ramsey hosts Jon and Hanna Shiplett of Eden and Gray, as they return to discuss their business journey since 2018. They delve into the evolution of their design and build company, highlighting changes in client types, project scales, and business challenges. With a growing team and higher project demands, they explore the nuances of leadership, maintaining their brand, and managing personal life alongside business growth. This episode provides insights into their dynamic partnership in business and marriage, reflecting on past experiences and future aspirationsTimestamp 0:01 Eden and Gray's Journey from Humble Beginnings to Success 5:30 Evolving Client Niches and Business Growth in Design Build 10:42 Challenges of Leadership and Business Growth 13:37 Growing a Business While Maintaining Brand and Culture 18:14 Rising Costs of Design and Construction Projects Over Time 19:34 Balancing Family Growth and Business Amidst Life's Challenges 22:42 Evolving Business Processes and Client Management in Design Projects 27:56 Challenges and Rewards of Working on Different Home Projects 29:12 Transforming Homes by Adding Character and Structural Changes 30:45 Lessons in Leadership and Growth from Business Challenges 38:31 Balancing Marriage and Business Partnership 40:57 Teamwork and Vision in Building Eden and Gray Interiors

Matt is joined by Risinger Build Executive Project Manager Daniel Glauser to discuss pre-construction service agreements (PSAs), emphasizing the importance of getting paid for the extensive time and effort builders invest before actual construction begins. They explain how PSAs help weed out unserious clients, foster transparent collaboration with architects and homeowners, and ultimately ensure a smoother, more efficient building process. Matt and Daniel outline Risinger Build's current process, which includes an initial discovery phase, a high-level estimate based on preliminary plans, and a formal PSA requiring a $20,000 deposit billed against their time. This allows them to guide clients early on, avoid surprises, and align budget expectations. They encourage other builders—even those working on smaller projects—to adopt similar practices, advocating for industry-wide change through local builder networks. Both Builders encourage others to value their time and expertise and move away from outdated bidding practices that devalue the work they do. By doing so, builders can cultivate better client relationships, make more informed decisions, and improve outcomes for everyone involved in the building process.Thank you to episode sponsors Huber & Truss. Learn more at huberwood.com & trusspayments.com.Find Daniel on the Web:Website: https://risingerbuild.com/Instagram: @risingerbuild_atx & @glauserbuilding Save the Date for Build Show LIVE 2025 in Dallas, TX: October 16-18, 2025!Don't miss a single episode of Build Show content. Sign up for our newsletter.

Send us a textIn this episode of Imperfect Marketing, host Kendra Corman sits down with marketing strategist and educator Jessie Fernández, who brings 20+ years of experience across traditional and digital media. Together, they dive into the real, behind-the-scenes challenges of doing marketing the right way—strategically and with patience.Jessie shares her story of evolving from local TV marketing in Honduras to teaching at a college and running her own strategic marketing brand. Their conversation peels back the glossy veneer of social media marketing myths and explores what really works in the modern marketing world.The Reality of Modern MarketingHow the flood of “quick-win” tactics on social media has damaged perceptions of what marketing really isWhy strategy must come before execution—every timeWhy good marketing isn't fast, easy, or cheap (despite what TikTok says)The importance of learning not just what works, but what doesn't, through experienceWhy Strategy Outweighs TacticsWhy posting daily doesn't equal success—and what to do insteadThe critical role of identifying the real problem before jumping to solutionsWhy strategy needs time, patience, and a client who's willing to trust the processThe Unsung Hero: Project Management in MarketingHow project management skills like setting deadlines and stakeholder coordination are essential for executionWhy most marketing failures happen during execution—not strategy or planningTools and mindset shifts that help marketing professionals stay organized and deliver resultsJessie's #1 project management tip: “You set the deadlines, so don't stress them.”Key Takeaways for MarketersStrategy isn't rigid—it's flexible, iterative, and deeply rooted in understanding your audienceGood marketing is a process of learning, testing, adjusting, and being patient with outcomesExecution matters just as much as planning, and both need structure and deadlinesGive yourself grace—but don't let it become an excuseWhether you're a solo entrepreneur, marketing team leader, or agency owner, this episode is a reminder that imperfect marketing is still powerful—when it's strategic, intentional, and adaptable.Connect with Jessie Fernandez:Website: https://jessiefernandez.com/Instagram: https://www.instagram.com/soyjessiefernandez/LinkedIn: https://www.linkedin.com/in/soyjessiefernandez/

Roger and Annie discuss important tax updates that occurred during the busy tax season, including new IRS guidance on Employee Retention Credits and the current status of Beneficial Ownership Information reporting requirements. They explore the significant staffing challenges and leadership turnover at the IRS, with insights from Roger's recent visit to Washington DC. The hosts then shift focus to post-tax season priorities for practitioners, offering advice on evaluating software, optimizing client relationships, and implementing strategies to improve profitability and efficiency for the next filing season.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome Back to Federal Tax Updates (02:02) - Post-Tax Season Reflections (03:18) - Employee Retention Credit Updates (12:20) - Beneficial Ownership Information Reporting (18:55) - Current Legislative Landscape in DC (25:34) - IRS Staffing and Morale Issues (31:37) - Challenges Facing the IRS (37:27) - Post-Tax Season Business Strategies (42:08) - Client Management and Pricing Strategies (47:11) - Maximizing Client Relationships and Billing Opportunities (51:07) - Preparing for the Next Tax Season (52:46) - Summer Plans and Final Thoughts Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

In this episode, Kelly Donougher of 13 Interiors shares her remarkable journey from mining superintendent to successful interior designer with studios in both Perth and Melbourne. Learn how she manages a thriving business across two cities, builds a cohesive team, and creates systems that allow her designers to see projects through from concept to completion.I hope you enjoy the episode.Beth xxEpisode Highlights:• Kelly's transition from local government and mining to interior design• How she built 13 Interiors while working full-time in another career• The logistics of running design studios on opposite sides of Australia• Her unique approach to team structure and project management• The importance of setting clear client expectations and timelines• Finding your design niche and staying authentic to your styleKey Takeaways:• Focus on what your role in the business will be before making hiring decisionsLet designers own their projects from start to finish for better client relationshipsSet clear timelines and communicate them consistently to clientsTrust your gut and follow your own path rather than comparing to othersDevelop systems that work for your specific business modelPractical Insights:• How to schedule projects around travel between locations• Building a team that complements your strengths• Creating an 8-week project timeline that keeps clients informed• Managing client expectations through clear communication• Balancing creative work with business operationsPerfect For:• Interior designers looking to scale their business• Creative entrepreneurs managing remote teams• Designers transitioning from other careers• Business owners juggling multiple locations• Anyone interested in work-life balance while growing a businessQuote from Episode:"Design is only about 20% of running a successful studio." - Kelly Donougher on the reality of running a design businessConnect with our guest:Kelly Donougher - 13 Interiors Want to work together? Here are the ways I can help you in your business. 1.Sign up to our MAILING LIST where each month you will receive helpful business tips straight to your inbox 2. Start a HEALTH CHECK today. We will work together for 8 weeks and improve your systems and processes.I only have 8 spots available every month. 3. Start my course THE PROCESS so you know exactly what to do when in your interior design studio. 4. Have a look at THE RESOURCE STOCKROOM - this is where you will find our short courses and free resources to help you run a better interior design studio 5. Want to use our tool MTTD in your studio? Start your FREE 30 DAY TRIAL today.

In this episode of the B2B Marketing Excellence and AI podcast, Donna Peterson addresses the real challenges facing B2B marketers today — being asked to achieve more with fewer resources, leading to burnout and avoidable mistakes.Donna shares her personal experience with reevaluating and improving her workflow, focusing on practical steps she took to streamline processes using tools like ChatGPT, HubSpot, Dropbox, and Asana. She explains how documenting workflows and providing clear, detailed inputs into AI tools leads to better outcomes, and why critical thinking remains essential even when incorporating technology.Listeners will hear specific strategies Donna implemented, such as setting up client intake forms and automating task reminders to create a more efficient and organized system. She also emphasizes the need for regular review of processes to ensure technology supports goals rather than adding unnecessary complexity.The episode encourages marketers to start with small improvements, focus on one system at a time, and take a thoughtful approach to integrating technology into daily work. Donna reminds listeners that success comes from building strong, sustainable client relationships, supported — not replaced — by AI.Episode Highlights:• 00:00 Introduction to B2B Marketing Excellence and AI• 00:23 Challenges of Modern B2B Marketing• 00:46 Donna's Personal Workflow Struggles• 01:54 Leveraging AI for Workflow Improvements• 03:40 Creating a Paperless Workflow• 08:36 The Importance of Client Follow-Up• 10:21 Streamlining Processes with AI• 12:53 Final Thoughts and Encouragement• 15:28 How to Get Further AssistanceIf you are looking for ways to streamline your marketing processes and better integrate AI into your daily work, we invite you to visit www.worldinnovators.com.There you can sign up for a one-hour AI Strategy Session, schedule an in-office presentation, or organize a customized workshop for your team.Together, we can help you create a system that works — so you can focus on what matters most: building strong client relationships and achieving lasting success.

Guest Siobhan McCaffrey is Strategic Partnership Development Manager at salon tech powerhouse Phorest. A former salon owner, Siobhan understands all the classic salon pain points AND the latest tech innovations to help keep your salon running on schedule and in the black. Even if you know Phorest, you might be surprised at all their software can do, including integrations with Facebook and Instagram, and a suite of customizable booking features, and more. Listen for insights on:Customizing social media marketing to perspective clients, current clients, and "lost" clients who haven't booked in a whileCustomizing booking to client's unique needsHow to make your cancellation policies crystal clearWhen and how much to charge for a depositBanning unwanted repeat customers Phorest's integration with Vish for a seamless color experience from visit to visit Digitizing salon retail Book a demo with PhorestFollow Phorest on Instagram @phorestsalonsoftware Follow Summit Salon Business Center on Instagram @SummitSalon, and on TikTok at SummitSalon. SUMM IT UP is now on YouTube! Watch extended cuts of our interviews at www.youtube.com/@summitunlockedFind host Blake Reed Evans on Instagram @BlakeReedEvans and on TikTok at blakereedevans. His DM's are always open! You can email Blake at bevans@summitsalon.com. Visit us at SummitSalon.com to connect with others in the industry.

Boutique Consultancy: Balancing High-Touch Service and Growth   In this episode, the discussion revolves around the concept of boutique consultancy, highlighting the benefits of providing a personalized, high-touch service over rapid, automated responses. The conversation delves into the comparison between boutique firms and large-scale competitors, focusing on client satisfaction versus cost-saving strategies. Drawing parallels to Apple's business approach, the discussion extends to the evolution of consulting within the tech industry, emphasizing the importance of intelligent strategy over mere ticket resolutions. The conversation wraps up with practical insights into asset management, device lifecycle strategies, and the challenges and experiences of running a consultancy.   00:00 Introduction to Boutique Consultancy 01:31 The Apple Business Model as a Muse 03:14 The Role of Consulting in Managed Services 08:00 Challenges and Strategies in Client Management 09:22 Team Size and Economic Factors 12:03 Contract Structures and Pricing Strategies 21:25 Analytical Skills and Personal Background 25:51 Personal Time and Future Plans 28:36 Balancing Work and Family Life 29:13 Holiday Plans and Skiing Adventures 30:56 Generational Differences in Technology 33:25 Sustainable Business Practices 36:43 Lifecycle Management of Devices 42:01 Challenges and Strategies in Hardware Sales 47:16 The Importance of Client Relationships 49:31 Final Thoughts and Acknowledgements

Marietta Bernal is an illustrator and 3D artist with an upbeat aesthetic. She creates engaging characters, objects, and situations, blending the everyday with the surreal. We invited her on our podcast to talk about her work and business.Follow Marietta's Work:WebsiteInstagram

In this episode of Grow a Small Business, host Troy Trewin interviews Margeaux Thomas from Thomas Law Office, who shared her entrepreneurial journey of growing her law firm specialising in "business divorces". Starting from her kitchen table in 2016 with a single client, her firm has grown to a team of nine members over nine years. Thomas discussed the transition to a niche practice, the demand she experienced, particularly during COVID, and the various aspects of building and scaling her business, including the challenges of hiring and the importance of marketing in a non-recurring service industry. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? One of the hardest things in growing a small business is learning to let go and trust others. In the early stages, founders do everything themselves, but real growth requires delegation—handing off control, hiring the right people, and stepping back from daily operations to focus on strategy. As Margeaux Thomas shared on the podcast, bringing on a managing attorney and leaning into growth and marketing instead of staying in every case was a major shift. It's also tough to manage cash flow, hire well (especially for remote teams), say no to misaligned clients—which she calls "the best money we never made"—and keep believing in your vision before it becomes reality. What's your favorite business book that has helped you the most? Margeaux Thomas mentioned that the business book that helped her the most is The Personal Assistant Advantage. It inspired her to hire a personal assistant, which turned out to be a game-changer. She shared how it helped her offload life admin tasks so she could focus on being present with her family and grow her firm—saying her assistant is better at it than she is and actually loves the work. For Margeaux, that support created space for her to lead more effectively and avoid burnout. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Margeaux Thomas shared that the most impactful learning resource for her has been business coaching—both group and one-on-one. She said it's been the best investment she's made since starting her firm. Coaching gave her clarity, accountability, and someone to help her “see around corners.” As for podcasts, she previously listened to Maximum Lawyer, especially in the early stages of growing her law firm. While that podcast has since evolved, it played a big role in her initial professional development. What tool or resource would you recommend to grow a small business? Margeaux Thomas recommends having a great bookkeeper as one of the most important tools to help grow a small business. She admits that numbers and finance aren't her strength, so bringing on a solid bookkeeper early helped her stay focused on what she does best—building the business, serving clients, and leading her team. It gave her the clarity and confidence to make smarter business decisions without getting overwhelmed by the financial side. What advice would you give yourself on day one of starting out in business? Margeaux Thomas said if she could give herself advice on day one of starting her business, it would be to reassure herself that this is the best decision she'll ever make. Despite the fear and uncertainty she felt when leaving her job with no clients lined up, she emphasized that she never looked back and is incredibly grateful she took that leap. She'd remind herself not to catastrophize the risk—because even if it didn't work out, she could always get another job. Taking that first step was the hardest, but it led to the most rewarding journey of her life. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey. Quotable quotes from our special Grow A Small Business podcast guest: Rest is just as important as work if you want to lead and grow well – Margeaux Thomas Capacity precedes growth—take the risk, and the reward usually follows – Margeaux Thomas You need to step away from the grind to see the big picture – Margeaux Thomas

There's two different people Home Inspectors often get mistaken for: appraisers...and adjusters. Jessie Hernandez is the second one: a public adjuster from The Lone Star State! So in this episode, we explore the differences between public adjusters and insurance adjusters, the role of public adjusters in advocating for policyholders, and the importance of understanding insurance policies. The conversation also touches on how homeowners find public adjusters and the evaluation process they follow during claims. And since we so often get confused for each other, we get into the intricate dynamics that exist in the cross-over between public adjusters and home inspectors. Jessie also shares his journey from aspiring home inspector to public adjuster. We've all got one thing in common, though... we love bourbon

Do you have an idea for a podcast episode?Hosts: Steve Sherwood & Wayne IvusichOverview of seasonal pool maintenance, especially the critical "100 days of summer" for pool companies in the Northeast.Startup Procedures for Pool ServiceImportance of preparation from the previous season for a successful pool opening.Challenges faced with new clients and their equipment.Types of Pool Covers and Their ImpactComparison between solid and mesh covers: benefits and drawbacks.Introduction of super mesh covers for better efficiency and client satisfaction.Efficient Pool Opening StrategiesStep-by-step preparation for a smooth spring pool opening.Tips to avoid revisiting issues and prioritizing timely service.Client Management and SchedulingBalancing recurring clients with new ones.Transitioning responsibilities to employees while maintaining quality standards.Safety and TestingImportance of accurate water testing and keeping testing kits updated.Emphasis on safety compliance and standards.Automating Pool MaintenanceModern tools and technologies to streamline tasks and improve client retention.Pricing and CommunicationStrategies for fair pricing while ensuring business sustainability.The significance of clear communication and feedback loops with clients.ConclusionSummary of best practices for seasonal pool service.Encouragement for listeners to adapt and innovate in their businesses. Support the showThank you so much for listening! You can find us on social media: Facebook Instagram Tik Tok Email us: talkingpools@gmail.com

Join the Imagen Community on Facebook to continue the discussions between episodes.Scott Wyden Kivowitz sits down with Mary Vance, a passionate photographer specializing in high school senior portraits, renowned for her comprehensive approach to inclusivity and storytelling.Mary Vance is a lifestyle photographer and videographer who specializes in high school senior portraiture. Over the past decade, Mary Vance has earned a reputation for creating connections in single-subject images as well as crafting inclusive experiences for her senior clients, specifically for those who are neurodiverse or identify as a part of the LGBTQIA+ community. Mary merges her past life as a professional dancer with her ease of interaction with teenagers to create natural posing workflows to flatter all bodies. She also speaks Gen Z slang fluently.  Mary has shared her approach to senior photography thru speaking engagements with WPPI, Imaging USA, Squarespace, the RangeFinder Lounge, The North City Studio, on podcasts, as a guest in masterminds, and at retreats. Her work and words have been seen in RangeFinder.com and Professional Photographer magazine. Mary Vance has been educating in one form or another for over 20 years.Mary Vance opens up about her journey in high school senior photography, her seamless client booking process through Squarespace, and how she incorporates video alongside her photography work. By using Imagen to streamline her editing workflow, Mary highlights the benefits of integrating AI tools to save precious time during pivotal moments in life."I realized a long time ago, the more time that I can spend behind a camera, the more money that I'll make as opposed to behind a computer." - Mary VanceResourcesSquarespaceShootProofLearn about Imagen VideoWhy You Should Listen:Get exclusive insights from Mary Vance on integrating video with photography for compelling storytelling.Discover efficient workflow strategies using AI to save time and increase profitability.Learn how industry-leading tools like Squarespace, Imagen, and ShootProof can enhance your photography business.Explore the importance of inclusivity and advocacy in senior portrait photography.Find out how to effectively manage life's unexpected challenges while running a successful photography business.Don't miss out on this episode where Mary shares invaluable insights into her workflow, the power of video storytelling, and the role of AI in transforming her business.(00:00) - 58 (01:38) - High School Senior Photography Approach (03:43) - Booking Process and Client Management (06:06) - Workflow Optimization with Squarespace (14:31) - Editing Workflow and Imagen Integration (18:54) - Hybrid Photography and Videography (20:28) - Maximizing Profits with Hybrid Photography (20:48) - Incorporating Video into Senior Sessions (22:13) - Technical Aspects of Shooting Video (28:07) - Outsourcing Video Editing (29:20) - Challenges in Color Grading (32:24) - The Role of AI in Photography and Video (37:40) - Final Thoughts and Contact Information

Morgan DeBaun is back with another live advising session featuring frameworks from her new book, Rewrite Your Rules. In this episode, she sits down with Lane, a branding and marketing agency founder who's entering into the world of startups.   In this episode: 00:00 Introduction and Studio Setup 00:46 Guest Introduction and Background 01:10 Business Overview and Services 04:28 Team Structure and Client Management 08:36 Challenges and Growth Strategies 17:09 Transitioning from Operator to Owner 24:29 Targeting Executive Clients 25:34 Understanding Retainer Packages 26:06 Tailoring Services for Executives 28:10 Creating a Personal Branding Framework 29:59 Launching a Tech Startup 32:31 Overcoming Startup Challenges 36:18 Focusing on Product Development 41:49 Final Advice and Encouragement   In the episode, Lane opens up about the challenges of juggling corporate clients and small businesses and maintaining her own brand's visibility, despite building brands for others. Morgan advises Lane on the transition from being in the weeds of operations to taking on a more strategic CEO role. She also helps her make time for her dream of launching a tech startup.   Through the conversation, Morgan helps Lane rewrite her rules, from deciding to forgo social media to focusing on product development before funding. Tune in and be inspired to rewrite your own rules and do entrepreneurship your way. Don't forget to order your copy of Rewrite Your Rules, out now!   Order Rewrite Your Rules: https://www.amazon.com/Rewrite-Your-Rules-Achieve-Freedom/dp/0593725050   Join the Newsletter for More Exclusive Content: https://worksmartprogram.ac-page.com/thejourneypodcast Make sure you are following Morgan's journey on TikTok: https://www.tiktok.com/@morgandebaun?_ Follow us on Instagram: https://instagram.com/thejourneybymdb Produced by MicMoguls.

“The more you can adjust your communication to fit your customer, the more effective you'll be.” – Rob Broadhead In this episode of Building Better Developers, part of the Building Better Businesses season, hosts Rob Broadhead and Michael Meloche explore customer communication strategies. From tone and timing to tools and follow-up processes, they share real stories and practical tips that every developer and entrepreneur should know. Tone and Timing: Keys to Effective Customer Communication Strategies One of the top takeaways? Tone matters. Even when following up on an unanswered email, how you phrase things can shape how your customer perceives you. Rob cautions against saying things like, “As I said in my last email…”, which can feel accusatory. Instead, assume the best: maybe the message got lost, or perhaps they're dealing with their storms (literal or figurative). ⏱ Timing tip: If you don't get a response within 24–48 hours, follow up—but kindly. A quick “just checking in” keeps communication open and positive. Customer Communication Strategies Start with the Right Tools “Don't force your communication tools on your customers. Find out what works best for them.” – Michael Meloche Different customers prefer different channels. Some want a phone call, others prefer text, while many prefer email. Your job? Adapt to their preferences. This can be a game-changer in building trust for developers and entrepreneurs juggling multiple platforms.

The Agency Owner's Secret Weapon? A Knockout Client Onboarding ProcessWell, hey there, friend. Pull up a chair and grab that oat milk latte, because this one's a game-changer.In this Onboarding Series of The Happy Clients Podcast, we're pulling back the curtain on one of the most make-or-break pieces of agency client work: onboarding. Yep, that dreamy, red-carpet welcome moment where client relationships are either built to last (or left scrambling from the get-go).You'll hear the full audio from our CAM School onboarding module (our signature in-house training for client account managers), where we walk you through the exact steps we use at DOT & Co. to roll out the white-glove treatment every single time.[HELPFUL LINKS] Onboarding Checklist: Grab⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠our⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ onboarding checklist here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[ABOUT THIS PODCAST]Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.Cheers, to happy clients!

Every interior designer knows the chaos of managing multiple projects simultaneously—design concepts to finalize, orders to place, client emails to answer, and site visits to attend. Without a centralized system, important details slip through the cracks, deadlines are missed, and stress levels rise.A well-structured project tracker gives you a bird's eye view of every project. So at any moment, you know what stage each project is at. No more guessing.I hope you enjoy the episodeBeth xxDownload the FREE template here.Key Components of an Effective TrackerThe best project trackers include just enough information without becoming overwhelming:• Project Overview: Basic project identification including client name and address • Key Dates and Deadlines: Major milestones, builder deadlines, and order timelines • Task Breakdown: Clear responsibilities for each phase of the project • Communication Schedule: When you'll update clients to maintain trust and expectations"A project tracker isn't just a glorified to-do list. It's a system that helps you manage all the moving parts of a project in one place," Beth emphasizes.Choosing the Right ToolWhile many sophisticated project management tools exist, I recommend starting simple:"I actually use a good old Google Sheet or Excel. It's really simple. It's easy to customize. You can have tabs for multiple projects."The most important factor isn't which tool you use, but whether you consistently use it.Making It a HabitFor your project tracker to be effective, I suggest three key habits:• Start each day by reviewing your tracker before checking emails • Update it in real-time as you complete tasks • Schedule a weekly check-in to ensure everything is current"I can guarantee there is no better feeling than at the end of your work week... you make sure your project tracker is up to date and you can see exactly where you are on all your projects."This episode is essential for interior designers who want to reduce stress, improve efficiency, and ensure no important details fall through the cracks in their design projects. Want to work together? Here are the ways I can help you in your business. 1.Sign up to our MAILING LIST where each month you will receive helpful business tips straight to your inbox 2. Start a HEALTH CHECK today. We will work together for 8 weeks and improve your systems and processes.I only have 8 spots available every month. 3. Start my course THE PROCESS so you know exactly what to do when in your interior design studio. 4. Have a look at THE RESOURCE STOCKROOM - this is where you will find our short courses and free resources to help you run a better interior design studio 5. Want to use our tool MTTD in your studio? Start your FREE 30 DAY TRIAL today.

Great law firm client management isn't always about keeping clients happy. Sometimes, the smartest move is to let a client go. Which is why today I'm breaking down: ⚖️ The 5 big signs it's time to let go of a client; and ⚖️Why this move actually strengthens your practice. And before you read any further, a quick note… Yes, you've probably got one of these clients.

In this episode of Dietitian Boss, Libby Rothschild, CEO and founder of Dietitian Boss dives into essential strategies for attracting new clients and managing relationships effectively to grow your dietitian business.What You'll Learn in This Episode: It's important to build strong relationships and stay organized with systems like Google Sheets to track session notes and follow-ups. This helps keep clients engaged and loyal. Networking, offering free nutrition talks, and creating referral programs can help attract new clients, even when you're just starting out or rebranding. Using platforms like Instagram and Facebook strategically, with consistent and targeted content, is a great way to build trust and attract clients. Engaging with your audience through comments and DMs is also crucial. These are effective for building trust with potential clients while providing valuable content. Offering time-sensitive discounts can increase sign-ups. You don't need a fancy website to start; a simple landing page with key info is enough. As your business grows, you can gradually enhance your website. Avoid relying too heavily on paid ads before having a solid foundation with organic strategies like referrals and follow-ups. This can lead to better long-term success. Connect with Libby: Instagram: @libbyrothschild | @dietitianboss YouTube: Dietitian Boss Share with Us: If you found this episode helpful, share it with a friend or tag @dietitianboss on social media and let us know how it resonated with you! Resources:Are you ready to get support? Team Dietitian Boss offers support to help you start, grow and scale your private practice. Book a call to learn more about what options we offer to help you based on your stage of business. Discover the seamless experience of Practice Better through our referral link! Join us on a journey of enhanced wellness and efficiency. Start here! Join our membership The Library HERE Are You Maximizing Your Marketing? Take the Quiz to Find Out and Unlock Your Full Potential as a Dietitian! Want to hear client success stories? Review here. Disclaimer: This episode contains affiliate links. If you make a purchase through these links, we may earn a small commission at no additional cost to you. We only recommend products and services we genuinely use and believe in. Your support helps keep the podcast running—thank you!

This episode is sponsored by American Express. In the latest Leaders in Payments episode, Greg Myers speaks with R.J. Ancona, Vice President and General Manager, B2B Product, Partner and Client Management at American Express, about the evolving B2B payments landscape. With 24 years at Amex, R.J. has seen firsthand how digital transformation is reshaping payments, making transactions faster and more efficient.Buyers aim to optimize working capital, while suppliers want faster payments -yet late payments remain a challenge. According to Amex Trendex, 26% of business leaders have stopped working with a buyer or supplier due to slow payments.To address these challenges, Amex is investing in automation and fintech partnerships. Recent collaborations with Boost and Versapay are streamlining virtual card acceptance and AR automation, helping suppliers reduce manual work and accelerate cash flow. AI and automation continue to drive efficiency, security, and better customer relationships in the payments ecosystem.R.J. emphasizes that one-size-fits-all solutions no longer work. Businesses must customize payment strategies, maintain open communication, and leverage technology to stay competitive. As B2B payments evolve, trust, speed, and efficiency will define success.

Should you ever fire a client? With Guest Co-Host, Verl Workman. Lightning Round: Top 10 Ways to Define Your Ideal Prospect Question: Maria from St Augustine asks, “I have been in sales for years, and I think this is the MOST stressed out I have ever been. A long-time client, used to be my favorite, has become a bear. They are driving me crazy, fight me on my prices, and working with them is stressful. I think about letting them go, but they are  1/3 of my annual goal? Help?” Book: Raving Referrals For Real Estate Agents by Verl Workman   

Should you ever fire a client? With Guest Co-Host, Verl Workman. Lightning Round: Top 10 Ways to Define Your Ideal Prospect Question: Maria from St Augustine asks, “I have been in sales for years, and I think this is the MOST stressed out I have ever been. A long-time client, used to be my favorite, has become a bear. They are driving me crazy, fight me on my prices, and working with them is stressful. I think about letting them go, but they are  1/3 of my annual goal? Help?” Book: Raving Referrals For Real Estate Agents by Verl Workman   

Welcome to Elite Expert Insider, where we offer game-changing strategies for entrepreneurs, solopreneurs, and small business owners! In this episode, host Jenn Foster sits down with Pia Silva, an accomplished author, podcast host, and branding expert, to reveal powerful business growth tactics.

Sponsors:• ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account• ◦ Marvin Windows and Doors• ◦ Sub-Zero Wolf Cove Showroom PhoenixConnect with Jaimee Rose:https://www.jaimeerose.comConnect with Brad Leavitt:Website | Instagram | Facebook | Houzz | Pinterest | YouTube

Text a pool service question HERE!Summary: In this episode, Steve and Wayne discuss a range of topics related to recent weather events and their impact on California, as well as pool maintenance and client management. They delve into the aftermath of the atmospheric river rain, issues with man-made rivers, and the challenges of maintaining pools in the wake of fires.Key Points:Recent Weather Events:Impact of the atmospheric river rain on the West Coast, causing excess water and runoff.Man-made rivers in Los Angeles and the flow of rainwater and sewage runoff to Long Beach.Aftermath of Fires:Damage to pools due to ash and toxic waste from fires.Issues with pool plaster and maintenance challenges.Dealing with Toxic Pool Water:Concerns about where to dispose of toxic pool water.Debates on whether to put pool water into the street or the sewer.Client Management and Expectations:Navigating client relationships and referrals.Legal challenges in pool management.Chlorine Levels and Safety:Understanding chlorine levels and bather comfort.Managing high chlorine levels in pools.The Role of HVAC in Indoor Pools:Discussing HVAC systems' importance for maintaining indoor pool environments.Quotes:"The water last week and this week is as brown as anyone has ever seen it." - Steve Sherwood"We've never not put it to the street or put it into like a P trap or a sewer." - Steve SherwoodSponsor:LaMotte, promoting their latest video commercial on pool maintenance.I hope these notes capture the essence of your episode! If you need any adjustments or additional information, just let me know. Support the showThank you so much for listening! You can find us on social media: Facebook Instagram Tik Tok Email us: talkingpools@gmail.com

What happens when a homebuyer starts remodeling a house before closing without permission? Jan Kimbrough Miller joins us in this episode to talk about the absolute chaos that unfolded in one of her most shocking real estate transactions. But it's not all drama, she also shares how her background in physical therapy shaped her approach to real estate and why not having a traditional sales personality can actually be a superpower. Stick around to hear how she handled one of the wildest real estate nightmares you'll ever hear! Key takeaways to listen for Why setting clear expectations with clients makes real estate much easier How a background in healthcare helped Jan navigate the emotional side of real estate The surprising reason many great agents don't see themselves as “salespeople” How different personality types approach buying and selling homes Why real estate success is about understanding people Resources mentioned in this episode Grand Junction, CO - RE/MAX 4000 Inc   If you want to learn a revolutionary way to achieve success, go to www.expectationselling.com/discount for a 30% discount on 3 Elite Skills to Take Control of Your Schedule and Create Real Work-Life Balance. About Jan Kimbrough MillerJan transitioned to real estate after a 20-year medical career. She initially lacked confidence in sales, but her medical background in communication and systems development proved invaluable. She focused on understanding client needs, building trust, and creating efficient, repeatable systems. Her real estate career thrived, and she now shares her expertise to help others succeed without compromising their personality. Connect with Jan Website: Expectation Selling Email: Jan@ExpectationSelling.com Number: (970) 250-6781 Connect with LeighPlease subscribe to this podcast on your favorite podcast app at https://pod.link/1153262163, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram @ LeighThomasBrown.   Sponsors "You Ask. Leigh Answers." Your Affordable Coaching Program Hey there, real estate pros! Are you ready for some more Leigh Brown wisdom in your life? Then don't miss out on my brand-new program, "You Ask. Leigh Answers." It's your exclusive gateway to the insights and advice you need to supercharge your real estate business. With "You Ask. Leigh Answers." you get Direct Access to Leigh Brown, directly! Expert Coaching, Community Connection, and Extensive Resources. Whether listening to this on the go or watching at home, sign up today at Answers.RealEstate and take your business to the next level. Trust me, you'll be glad you did!  

Newest Virtual Chapter Lead, Erika Fleming, Senior Manager, Business Architect at Charles Schwab, joins her Co-Lead, Lori Paris, Senior Vice President and Head of Client Management at Northern Trust, to share the unique origin story of how she found her way into securities finance and offers advice for other women developing their careers. Continuation of "Our Stories" mini podcast series.

Tattoo studios are evolving, and so is the technology that supports them. In todays episode of the podcast, Nate Laff, co-founder of Rev 23, discusses the journey of modernizing tattoo management software, transitioning from a Windows desktop platform to a streamlined cloud-based and mobile app solution.  By focusing on essential features like client management, release forms, and supply tracking, Rev 23 aims to meet the changing needs of tattoo artists, especially those working in private studios or on the go, while adapting to industry trends and user feedback. Check out the Deep Dive on Firesidetattoo.com: https://www.firesidetattoo.com/tattoo-library/modernizing-tattoo-client-management-nate-laff-ep-289~29274 Learn more about Nate and REV 23 at: https://www.rev23.com/ Are you a beginning tattooer or an apprentice ? We can help you grow your skillset! https://explore.firesidetattoo.com/tattoo-apprentices-toolkit Are you a seasoned tattoo vet who is stuck in a rut? click below https://explore.firesidetattoo.com/tattooers-toolkit Support us while buying the stuff you need at the links below! Get 10% off the Neuma 4 with code "Fireside" at checkout https://neumatattoo.com Get  10 % off all S8 Tattoo products with promo code "Fireside" https://s8tattoo.com/ Get 10% off your order from Raw Pigments with code "fireside" https://rawpigments.co/ Up your Tattoo Business Management skills with TattooNow Exclusive! Sign up at the link below and get a personalized 1 on 1 business consultation with Gabe Ripley himself. Or Free access to the TattooNOW Business Roundtable if your not ready for a 1 on 1 but want to learn more https://longevity.tattoonow.com/about-tattoonow-business-software?am_id=jakemeeks9626   Links for this episode: Keep up with us at: https://firesidetattoo.com/ https://www.facebook.com/Firesidetattoo/ https://www.instagram.com/firesidetattoo/ Jake's Instagram:  https://www.instagram.com/pluguglyart/

Podcast Episode Notes: Focus on What You Can ControlEpisode Title: Focus on What You Can ControlPodcast: Outside the Treatment RoomHost: Connie HolmEpisode OverviewFeeling overwhelmed by things outside your control? Whether it's client cancellations, social media algorithms, or personal challenges, it's easy to get stuck in frustration. In this episode, we're shifting our focus to what we can control—and letting go of what we can't. Tune in to learn how to redirect your energy and regain control over your business and mindset.Key TakeawaysThe Power of Letting GoWorrying about things outside your control drains your energy and keeps you stuck.The most successful people focus on what they can influence, not external factors.What You Can Control in Your BusinessYour Actions – Instead of stressing over slow business, take proactive steps like running promotions or learning a new skill.Your Mindset – Shift negative thoughts into opportunities (e.g., unexpected free time can be used productively).Your Boundaries – Set limits on your availability and energy; you don't have to be available 24/7.Your Effort – Success isn't about working longer hours but about consistent, focused effort.Practical Strategies for Staying FocusedCreate a ‘Control List' – Divide a page into “Things I Can't Control” vs. “Things I Can Control” and focus only on the latter.Use the ‘Pause and Redirect' Method – When you catch yourself worrying, ask: “What's one action I can take right now?”Set Boundaries with Negativity – Avoid doom-scrolling, gossip, and energy-draining distractions.Create a Vision Board – Visualize your goals with simple notes or images to stay motivated.Why This Topic MattersWith all the uncertainty in the world, it's easy to feel out of control. I've personally struggled with long to-do lists, frustration over others' actions, and the mental weight of uncertainty. But by focusing on what I can control, I've found clarity and peace—and I want to help you do the same.A Thought to Leave You With“You can't stop the waves, but you can learn to surf.” – Jon Kabat-ZinnConnect & SubscribeIf this episode resonated with you, please subscribe, leave a review, and share it with a friend who needs to hear it. Thanks for tuning in, and I'll see you next time on Outside the Treatment Room!  Thank you for tuning into this episode of the Outside the Treatment Room podcast! Connect with Us:Instagram: www.instagram.com/rosegoldlearningFacebook: www.facebook.com/rosegoldlearningEmail: info@rosegoldlearning.comIf you enjoyed this episode, please consider leaving a review and subscribing. Your support helps us reach more beauty business owners like you!Stay inspired and keep growing!

Sponsors:• ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account• ◦ Marvin Windows and Doors• ◦ Sub-Zero Wolf Cove Showroom PhoenixConnect with Nathan Spearing:https://www.transformnc.com/Connect with Brad Leavitt:Website | Instagram | Facebook | Houzz | Pinterest | YouTube

Roger and Annie dive into the complex political dynamics shaping potential tax reform in 2025, breaking down the strategic implications of pursuing one comprehensive bill versus two separate pieces of legislation. They provide critical updates on the ever-changing BOI regulations, including recent court injunctions and what practitioners should do while awaiting final resolution. The episode concludes with practical advice for tax professionals preparing for the upcoming tax season, covering everything from research tools and client management to pricing strategies and work-life balance.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:27) - Weather Woes and Tax Season Kickoff (02:09) - Political Landscape and Tax Legislation (03:20) - Tax Cuts and Jobs Act Discussion (06:38) - One Bill vs. Two Bills Debate (13:47) - BOI Updates and Legal Battles (24:48) - Employee Retention Credit Issues (29:44) - Taxpayer Advocate's Annual Report Insights (31:47) - Persistent IRS Issues and Proposed Solutions (33:18) - Regulating Tax Preparers: A Growing Need (37:21) - Preparing for the Upcoming Tax Season (41:01) - Client Management and Workload Optimization (45:21) - Research Tools and Online Resources (55:10) - Conclusion and Upcoming Topics Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Roger and Annie on LinkedInhttps://www.linkedin.com/in/rogerharrispbs/https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark Media

In this informative episode, Alora chats with Nicole, a neurodivergent coach, photographer, and consultant, about her journey and how neurodivergence impacts her life and business. Nicole shares insights on identifying neurodivergence, the challenges it brings, especially with time management and self-care, and how to harness neurodivergent traits as superpowers.

We have all experienced the utter toxicity of an out of control client. What makes for great client management? Easy — Knowing the 4 transitions and living the 3Ws. Original Episode Number: 96 | Original Air Date: 4/26/2022 Links & Resources: Link to Sound File for Visually Impaired: Click Here Host: Sean Low of The Business of Being Creative Link: Join Sean's Collective of Business Creatives Follow Sean on social media: Instagram: @SeanLow1 | Facebook: Facebook.com/Sean.Low.35 | LinkedIn | Twitter: @SeanLow Have an opinion on Sean's tips and advice? Talk Back!! Email Sean. -- Podcast Network: The Wedding Biz Network Production House: Flint Stone Media Copyright of The Wedding Biz, LLC. 2022.

Risk management, in the words of Sarah Ference, CPA, doesn't have to be overly complicated or time consuming. “It's really a mindset,” said Ference, an author of the JofA's Professional Liability Spotlight column and the guest on this week's episode of the JofA podcast. Ference shares several risk management maxims that have resonated with her – ones that are the focus of the January column, Risk Management Mantras to Add to Your Daily Practice. In addition, Ference details the topics in some previous Professional Liabillity Spotlights: n  October: 10 Tips to Help Avoid Wire Fraud Scams. n  November: Missed Due Dates: Diligence and The Lurking Danger. n  December: How to Not Lose Sleep Over NOCLAR. What you'll learn from this episode: ·         Some of the risk management mantras that stand out to Ference. ·         The difference between being friendly and objective with clients. ·         The answer CPAs should give to the question “Who's your most important client?” ·         Why Ference says that being a natural helper can get in the way of a firm's best interests. ·         Explanation of the mantras “trust your gut” and “take the high road.” ·         Highlights of other recent JofA Professional Liability Spotlight columns.

Welcome to Episode 288 of the Traveling Groomers Podcast, hosted by Mary Oquendo and Chris Bear Anthony. In this episode, we're diving deep into a crucial aspect of grooming: ensuring personal and professional safety while maintaining emotional well-being. We discuss how important it is to set boundaries with clients who devalue or disrespect your work and offer tips on documenting disputes for legal protection. Mary shares memorable anecdotes from her grooming van that touch on safety and policy updates, while Chris opens up about the challenges of being misclassified as a contractor and dealing with difficult clients. We also highlight the significance of cybersecurity for grooming businesses and share practical tips on protecting your online presence. Join us for insightful conversations and personal stories. Engage with us as we reflect on enhancing both your grooming practice and overall work satisfaction.

About the Episode:Jonathan Goodman is the creator of the Personal Trainer Development Center ($35M+ rev) and host of the popular Obvious Choice podcast, a top podcast for coaches, entrepreneurs, and small business owners.Jonathan's been featured in most major business and fitness publications including Men's Health, Forbes, Entrepreneur, Robb Report, Inc., and many more. Over 200,000 coaches and small business owners in more than 120 countries have purchased business development materials from him.In this episode of "Uploading...," Jonathan shares insights from his journey of building a multimillion-dollar fitness business through strategic content creation. He discusses key concepts like understanding audience needs, developing scalable systems, and focusing on meaningful metrics for long-term success.Today, we'll cover:- Jonathan's transformative journey from personal trainer to successful online entrepreneur- The key principles for creating impactful, business-focused content that resonates with your audience- How to develop a range of offerings that serve your audience at different stages of their journey- Adopting a balanced, seasonal approach to work and life for long-term success and fulfillment- Powerful, timeless lessons from Jonathan's new book, The Obvious Choice, on mastering the game of business and lifeWhat You'll Learn1. Content Creation and Business Success2. Understanding Human Behavior vs Chasing Trends3. Goodhart's Law and Social Media Metrics4. Jonathan's Life and Business Philosophy5. Business Structure and Offerings6. Client Management and Online Income Growth7. Viral Content vs Content that ConvertsTimestamps00:00 From working as a personal trainer to a $7M per year business04:20 Jonathan's new book, The Obvious Choice; the parade problem07:01 First steps to start growing an audience online13:34 Personal Trainer Development Center's first online course14:57 How to create a scalable system and avoid the trap of false economies19:57 Thinking of content as a long-term savings account24:11 Goodhart's law: when the metric becomes the goal, it ceases to be a good metric28:00 Building businesses in seasons; balancing personal life and work33:12 The four arms of Jonathan's business36:53 Broader community vs high ticket offers; choosing customers wiselyLikes vs Business Impact: “It's easy to be rich with likes and poor with dollars because what feeds the ego is what's bad for the wallet… I have lots of posts that have 10, 20, 30, 40, 100,000 likes. I also have posts that have less than a thousand likes. And I can tell you that the posts with less than a thousand likes drive more business than the posts with 30 or 40,000. Now, does that mean that neither is valuable? I believe that we need three types of content. I believe that we need viral, value, and depth-based content.” — Jonathan Goodman, 00:25:59 → 00:27:08Content as a Savings Account: “Most of the time, everything that's working for you will be bubbling underneath the surface, invisible to the eye. You don't know when that inflection point is going to hit… You have to think of content as a savings account and you have to think of content as a way to primarily nurture and convert people and leads that are generated elsewhere.” — Jonathan Goodman, 00:21:10 → 00:21:56Show notes powered by Castmagic---Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here.Follow us for content, clips, giveaways, & updates!Castmagic InstagramCastmagic TwitterCastmagic LinkedIn  ---Blaine Bolus - Co-Founder of CastmagicRamon Berrios - Co-Founder of CastmagicJonathan Goodman - Founder of Personal Trainer Development Center

In this episode of Marketing Inc, Allie Bloyd shares her highs and lows of 2024 and outlines her goals and market predictions for 2025. Allie recounts her journey of launching her first public event detailing the extensive promotional efforts, initial fears, and ultimate success. Discussing the importance of stepping out your comfort zone and having invaluable support. With a substantial response to the event, Allie reflects on the lessons she learned and prepares for her future endeavors. ---------------------------------------------------------------- Connect with Allie: If you want to learn about my 12-month mentorship or mastermind programs, book a call today! https://alliebloyd.com/marketing-mentorship If you want to learn about the services I offer to help you grow your business, book a call at https://alliebloyd.com

In this episode, Libby Rothschild, founder of Dietitian Boss and registered dietitian, dives into a topic that every dietitian in private practice will encounter at some point: managing upset clients. While it's not the most requested subject, it's a crucial skill for maintaining positive relationships and growing your business. Libby offers actionable strategies to navigate challenging situations across various service models—whether you offer one-on-one consultations, online programs, or digital products. What you'll learn from this episode: Identify the root causes of client dissatisfaction. Use active listening and empathetic communication to resolve issues effectively. Avoid common pitfalls like jumping to conclusions or overreacting. Implement proactive measures like clear policies and regular check-ins to prevent future problems. Reflect on client feedback to continuously improve your services. By the end of this episode, you'll feel more confident and equipped to handle tough client interactions with professionalism and grace. Connect with Libby: Instagram: @libbyrothschild | @dietitianboss YouTube: Dietitian Boss Are you ready to get support? Team Dietitian Boss offers support to help you start, grow and scale your private practice. Book a call to learn more about what options we offer to help you based on your stage of business. Discover the seamless experience of Practice Better through our referral link! Join us on a journey of enhanced wellness and efficiency. Start here! Join our membership The Library HERE Are You Maximizing Your Marketing? Take the Quiz to Find Out and Unlock Your Full Potential as a Dietitian! Want to hear client success stories? Review here. Disclaimer: This episode contains affiliate links. If you make a purchase through these links, we may earn a small commission at no additional cost to you. We only recommend products and services we genuinely use and believe in. Your support helps keep the podcast running—thank you!

Episode 239 FACULTY: Scott Scarano, EA and Matt Kid, CPA CLASS: #Shoperations In this episode, our substitute teacher, Matt Kidd, continues his interview with Scott Scarano, EA where Scott shares the story of how he grew his accounting firm to $1.3 million with $400,000 in annual cash flow, and became completely removed from daily operations. Scott provides insights into the importance of a strong team, unique hiring methods, and embracing technology and innovation in the firm. He also touches on his passion for rapping, his struggle with growth versus letting off the reins, and his future aspirations for his firm.

In this episode of Grow a Small Business, host Troy Trewin interviews Tevia Hoalst shares her journey of founding TeKoda Accounting, a firm specializing in personalized accounting services. Tevia discusses scaling her business to a 13-member team with 7-figure revenue, achieving over 20% annual growth, and earning an Inc. 5000 award for outstanding company culture. She emphasizes the importance of client-centric services, strong team dynamics, and leveraging AI for industry growth. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Tevia Hoalst, the hardest thing in growing a small business is perseverance. She emphasizes that not every day will feel like a win, and visionaries must push through the slow days while staying focused on their long-term goals. What's your favourite business book that has helped you the most? Tevia Hoalst's favorite business book is Awesomely Simple by John Spence. She finds its six principles invaluable, especially the emphasis on building a strong company culture and addressing toxic team dynamics, even when it involves high-performing individuals. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Tevia Hoalst recommends the podcast Diary of a CEO. She appreciates its variety of guests and insightful interview style, making it a valuable resource for personal and professional growth in business. What tool or resource would you recommend to grow a small business? Tevia Hoalst recommends investing in a robust client management system. She highlights its importance in automating tasks and reducing manual work, enabling teams to focus on more strategic activities and business growth. What advice would you give yourself on day one of starting out in business? Tevia Hoalst would tell herself on day one to embrace the journey, stay committed, and enjoy every moment. Her advice emphasizes digging in, loving the process, and making the experience fun while working toward long-term success. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Success is all about perseverance, pushing through the slow days while keeping your eye on the goal — Tevia Hoalst AI won't replace the human element; it's the personal connection that keeps clients coming back — Tevia Hoalst Client service isn't just about delivering results; it's about building lasting relationships and understanding their goals — Tevia Hoalst      

In this episode of the 2X eCommerce podcast, host Kunle Campbell interviews Marin Istvanic, a partner at Inspire Brand Group, on effective strategies for scaling meta ads. Marin shares his insights on structuring, testing, and scaling ad campaigns, emphasizing the importance of product-market fit and optimal offers. He outlines best practices for sandbox testing using Adset Budget Optimization (ABO) and leveraging Advantage Shopping Plus for scaling. Marin also discusses the significance of creative quality over quantity, the use of cost caps for budget management, and how to maximize ad performance through meticulous testing and data analysis. The conversation covers Marin's journey from a freelance media buyer to an agency partner, his approach to managing client budgets, and his take on the creative vs. technical aspects of media buying. The episode concludes with practical tips for Q4 advertising and maximizing ROI during high-traffic periods like Black Friday and Cyber Monday.(00:00) - Scaling Meta Ads: An Advanced Playbook for eCommerce Growth → Marin Ištvanić (01:22) - Podcast Introduction and Guest Welcome (03:05) - Marin Istvanic's Journey into Media Buying (12:00) - The Role of Creatives in Media Buying (13:47) - Effective Offer Strategies for Better Conversion (18:10) - Agency Operations and Client Management (21:45) - Testing and Scaling Ad Campaigns (27:57) - The Power of Data in Digital Marketing (28:42) - Ad Copy Strategies and Testing (29:55) - Static Images vs. Video Ads (31:53) - Creative Diversification and Client Guidance (33:14) - Optimizing Ad Performance Metrics (35:12) - Scaling and Budget Management (42:40) - Resurrecting and Adjusting Campaigns (47:18) - Preparing for Q4 and Black Friday (50:30) - Final Thoughts and Where to Find More Tips Resources Mentioned in the EpisodeInspire Brand GroupMarin Ištvanić's agency, specializing in Meta ad campaigns for eCommerce brands.Website: Inspire Digital GroupFunnel CalculatorA custom-built Google Sheets tool Marin uses to analyze drop-off points in the customer journey and optimize funnel performance.Promised to be shared with the audience via the show notes.ABO and Advantage Shopping PlusStrategies discussed for testing and scaling ad campaigns.Advantage Shopping Plus: A simplified Meta campaign type with exclusions and cost caps.Analytics ToolsTriple Whale: Used to track key ad metrics like percentage of new visits and audience breakdowns.Northbeam: Another analytics tool for tracking ad performance and audience behavior.Connect with 2X eCommerce:Website: 2X eCommerce Website → https://2xecommerce.com/podcast/Instagram: 2X eCommerce Instagram → https://www.instagram.com/2xecommerce/Twitter: 2X eCommerce Twitter → https://twitter.com/2XeCommerceYouTube: 2X eCommerce YouTube → https://www.youtube.com/@2XeCommerce/Get a Copy of Kunle's BookElevate your e-commerce game with Kunle Campbell's book, "E-Commerce Growth Strategy: A Brand-Driven Approach to Attract Shoppers, Build Community and Retain Customers." Discover practical strategies and insights to boost your e-commerce growth.Buy on Amazon → https://amzn.to/3ybY6WSBuy on Walmart → https://bit.ly/3swOuDeBuy on Kogan Page → https://bit.ly/44DylLnBuy on Barnes & Noble → https://bit.ly/3Pgd4B4Buy on WHSmith → https://bit.ly/4bfr9r3Sponsors:This episode is proudly brought to you by: 1️⃣ REVIEWS.io↳ Drive Sales & Reduce Marketing Spending with REVIEWS.ioREVIEWS.io offers an affordable, all-in-one platform for collecting and displaying customer reviews. It's easy for you to set up and simple for your customers to leave reviews, helping you boost both trust and conversions from anyone discovering your brand on Google.With REVIEWS.io, you can increase your Google conversions by up to 26%, improve click-through rates, and lower your ad costs—all with a platform built for busy eCommerce operators like you.To find out more, head over to Reviews.ioGet 10% off your first year—use the could ‘2x' when you sign up or click here.New customers only. Terms and conditions apply.2️⃣ Address Validator↳ Reduce Failed Deliveries & Boost Customer Satisfaction with Address ValidatorAddress Validator is the go-to tool for ensuring accurate deliveries every time. By validating customer addresses in real time, you can avoid costly failed deliveries, reduce shipping expenses, and provide a seamless checkout experience for your customers.With Address Validator, you can:Prevent delivery errors and save on reshipping costs.Enhance customer trust with faster, hassle-free deliveries.Automate address validation, freeing up time for your team to focus on growth.To learn more, visit AddressValidator.com.Try Address Validator Today. Your first 100 orders are free, with no credit card required—start optimizing your deliveries now.

Hi everyone! With the holidays and the new year just around the corner, now is the perfect time to get organized and explore new tools to help your business. So in today's episode, I'm diving into one of my favorite tools that has completely transformed my business: HoneyBook. Whether you're just starting out or scaling your creative business, I'll share how HoneyBook can help you set up the systems you need to achieve big goals. HoneyBook has been my go-to for staying organized and growing my business since I was 19. I'll break down my favorite features, like contact forms, automated payment reminders, and professional invoicing, and share how they've saved me time and helped me book more clients. Get any annual HoneyBook plan for 25% off by clicking the link below, and using the code CYBER24 between November 26th and December 4th. GET HONEYBOOK HERE   Connect with Me: Do you need any more advice? Fill out the inquiry form below if you would like to schedule a mentorship with me. Mentorship's are open through November! BOOK A MENTORSHIP Show Notes: summergracephoto.com Instagram: @summergrace.photo    Shop My Products: My Summer Grace x G-Presets (discount code: SUMMERSCHOOL) My Pricing Guide

In this episode of the Dietitian Boss Podcast, Libby Rothschild, founder of Dietitian Boss and registered dietitian, I'm excited to share insights on client care in this episode. We'll delve into efficient processes to elevate your services and prevent burnout. By breaking down the three key phases: before, during, and after appointments, I'll provide actionable steps to enhance your practice. What you'll learn from this episode: Before Appointments: Review Client Information: Dive into intake forms, health history, and referral sources to understand each client's background and tailor your sessions. Prepare Your Space: Create a professional and welcoming environment, whether virtual or in-person. Ensure ergonomics and consider noise cancellation for online sessions. Establish Policies: Set clear expectations with a pet policy, child policy, and late cancellation policy outlined in your terms and conditions. During Appointments: Structure Your Sessions: Consider your format based on insurance, session packages, or support communication. Start with a warm welcome, outline the agenda, and ask for client input. Follow a basic structure: review progress, discuss current issues, and set goals (adjustable based on the client's needs). Utilize open-ended questions, active listening, and clear communication. Document Key Information: Capture important details with the help of AI charting tools (ensure HIPAA compliance!). This saves time, boosts accuracy, and allows you to focus on client interaction. Stay Organized: Use a structured appointment template to guide your sessions and keep your notes organized within your electronic medical record system (EMR) like Practice Better (affiliate code available!). After Appointments: Update Records Promptly: Don't let notes pile up! Review and finalize your notes as soon as possible for optimal accuracy and care. Send Follow-up Communication: Reinforce key points and next steps with a summarized email or message. Utilize AI assistance if available, but always review before sending. Tackle Billing and Admin Tasks: Stay on top of these tasks to avoid overwhelm. Handle billing promptly (same day or next day for cash pay) and track invoices carefully. Create a Routine: Schedule dedicated time after appointments or every few appointments to handle communication and billing tasks. Connect with Libby: Instagram: @libbyrothschild | @dietitianboss YouTube: Dietitian Boss Are you ready to get support? Team Dietitian Boss offers support to help you start, grow and scale your private practice. Book a call to learn more about what options we offer to help you based on your stage of business. Discover the seamless experience of Practice Better through our referral link! Join us on a journey of enhanced wellness and efficiency. Start here! Join our membership The Library HERE Are You Maximizing Your Marketing? Take the Quiz to Find Out and Unlock Your Full Potential as a Dietitian! Want to hear client success stories? Review here. Disclaimer: This episode contains affiliate links. If you make a purchase through these links, we may earn a small commission at no additional cost to you. We only recommend products and services we genuinely use and believe in. Your support helps keep the podcast running—thank you!

Sponsors:• ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account!• ◦ Pella Windows & Doors• ◦ Sub-Zero Wolf Cove Showroom PhoenixConnect with Cody and Kristen Dawson:https://www.patriothomestx.comConnect with Brad Leavitt:Website | Instagram | Facebook | Houzz | Pinterest | YouTube

Michelle Weinstein is joined by Ron Baker to discuss the concept of firm capacity and how it can transform your business. They dive into how adjusting your firm's capacity can lead to better client experiences, increased revenue, and more freedom. If you've ever felt overwhelmed by client demands, this episode offers practical strategies to optimize your client roster and boost your firm's performance. Tune in to learn how to manage capacity effectively and create lasting success for your accounting firm.

Sponsors:• ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account!• ◦ Pella Windows & Doors• ◦ Sub-Zero Wolf Cove Showroom PhoenixConnect with Robert Scheffy:https://www.scheffy.comhttps://www.instagram.com/kellypersellin/Connect with Brad Leavitt:Website | Instagram | Facebook | Houzz | Pinterest | YouTube

Taylor McMaster is the Founder of DOT & Company, a firm that offers full-service client account management services to digital marketing agencies. With a background in marketing and a knack for relationship building, she has grown her company to a robust team of 50 dedicated account managers. Taylor is an “accidental agency owner” who transformed her love for client interaction into a thriving business. She hosts The Happy Clients Podcast, engaging with top industry experts to explore what brings client satisfaction. Through DOT & Company, Taylor has helped countless agency owners free up precious time to focus on scaling their businesses effectively. In this episode… Have you ever wondered what it really takes to keep your clients happy and retain them long-term? What's the secret sauce behind delivering exceptional account management that ensures satisfaction at every step? Account management expert Taylor McMaster shares the intricacies of how her team supports digital marketing agencies and keeps clients happy. She recalls her journey from feeling disconnected with agency life to becoming a champion of client happiness. She delves into the art of hiring and training account managers, emphasizing the importance of personalization and setting proper expectations. Taylor also shares valuable insights on reducing churn, maintaining solid communication, and implementing feedback mechanisms to continually elevate client experiences. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz hosts Taylor McMaster, Founder of DOT & Company, to discuss the subject of account management. Taylor shares professional tips and best practices pivotal in maintaining and fostering happy client relationships. From proactive communication strategies to the thoughtful art of client gifting, Taylor discusses various approaches that enhance the client experience. She also touches on working alongside her spouse and achieving a balance between professional and personal life.

Blake and David touch on several hot topics in the accounting world, including the fallout from Intuit's controversial TurboTax ad, and the National Association of Tax Preparers cutting ties with the company. They also examine Trump Jr.'s threats against Deloitte, KPMG's support for alternative pathways to CPA licensure, and rapper Fat Joe's recent experiences with BDO.SponsorsLiveFlow - http://accountingpodcast.promo/liveflowIgnition - http://accountingpodcast.promo/ignitionMercury - http://accountingpodcast.promo/mercuryChapters(01:16) - Controversial Intuit Ad Campaign (03:29) - Blake's Grand Canyon Adventure (04:49) - Intuit's Industry Fallout (09:58) - Tax Preparation Fee Calculator (14:34) - NATP's AI Transition (22:01) - Trump Jr. vs. Deloitte (24:17) - Trump's Tax Policy for Expats (28:08) - Popular Tax Proposals (34:42) - App News: Numeric's Big Funding Round (35:46) - Understanding Flux Analysis (37:11) - AI in Accounting: Real-World Applications (40:38) - Tax Season Tips and Client Management (43:27) - CPA Licensure and Industry Challenges (53:33) - Auditor Misconduct and SEC Rulings (57:54) - Celebrity Financial Scandals: Fat Joe's Case (01:13:59) - Closing Remarks and Upcoming Adventures  Show NotesTurboTax ‘Breakup' Ad Draws Ire From Tax Pro Orghttps://tax.thomsonreuters.com/news/turbotax-breakup-ad-draws-ire-from-tax-pro-org/Deloitte takes fire from Trump-Vance allies over leaked employee messageshttps://thehill.com/business/4919910-deloitte-employee-trump-criticism/Trump supports ending double taxation on Americans living abroad: ‘Let's put America First'https://nypost.com/2024/10/14/business/former-president-donald-trump-supports-ending-double-taxation-on-americans-living-abroad/KPMG Supports Alternative CPA Paths to Address Accountant Shortagehttps://tax.thomsonreuters.com/news/kpmg-supports-alternative-cpa-paths-to-address-accountant-shortageSEC Drops Auditor Misconduct Cases After In-House Judges Rulinghttps://news.bloombergtax.com/financial-accounting/sec-drops-auditor-misconduct-cases-after-in-house-judges-rulingFat Joe Suing Accountants Over Fraud Activityhttps://www.bet.com/article/dh3bcc/fat-joe-suing-accountants-over-fraud-activityNumeric grabs $28M Series A to automate accounting using AIhttps://techcrunch.com/2024/10/10/numeric-grabs-28m-series-a-for-automating-accounting-with-ai/Ex-Tingo Auditor Aided, Concealed ‘Massive Fraud,' SEC Claimshttps://news.bloombergtax.com/financial-accounting/ex-tingo-auditor-aided-concealed-massive-fraud-sec-claimsFat Joe On Getting Robbed By Accountants, Using The N-Word, BET Hip Hop Awards + Morehttps://www.youtube.com/watch?v=xL3RV6SHY4ENeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsForwardly - https://www.forwardly.com/Client Hub - https://clienthub.app/Coefficient - http://accountingpodcast.promo/coefficentexpoWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page