Podcasts about client relationship management

Additional resources:Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/advisor-engagement-strategiesCatch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practiceSubscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter Questions or ideas? Email us at bigpictureinpractice@morningstar.com.

In Ep.226 of the Sports Therapy Association Podcast, special guest Ben Holeyman, Senior Product Specialist for Jane App, delves into the world of Client Relationship Management (CRM), exploring how CRM tools can transform the way soft tissue therapists manage their businesses, enhance client relationships, and streamline operations. Discover insights into digitalizing client records, automating appointment scheduling, utilizing advanced note-taking methods, and integrating with other essential tools. Learn about the impact of efficient onboarding and offboarding experiences on maintaining strong client relations and boosting referrals. This episode also addresses common barriers like the transition from paper to digital systems, data safety considerations, and the cost-benefit analysis of employing robust CRM solutions. Whether you work solo or within a team, this discussion provides valuable strategies to upgrade your practice and improve your work-life balance. Chapter Markers: 00:00:00 - Welcome to the Sports Therapy Association Podcast 00:04:26 - Welcoming Ben Holeyman from Jane App 00:10:15 - Transitioning from Paper to Digital 00:16:38 - A look at Jane App and Its benefits 00:23:47 - Pricing and Value of CRM Software Tools 00:34:52 - Enhancing Note-Taking and Client Interactions 00:41:07 - The Importance of Onboarding and Offboarding 00:47:25 - Streamlining Accounting and Reporting 00:52:56 - Next Month: Focus on Women's Health Useful Links Book A Free Demo via Jane App Website Jane App Community on Facebook Jane App on YouTube Jane App on Instagram Want to join the live recordings? Episodes of the Sports Therapy Association podcast are recorded live every TUESDAY at 8pm on the Sports Therapy Association YOUTUBE CHANNEL and FACEBOOK page. Everyone is welcome - you do not have to be an STA member! If you cannot join us live, be sure to subscribe to the 'Sports Therapy Association Podcast' on all popular podcast apps to be notified when new episodes are available. Please Support Our Podcast! If you appreciate what we do, please take a couple of minutes to leave us a rating & review on Apple Podcasts. It really does make all the difference in helping us reach out to a larger audience. iPhone users you can do this from your phone, Android users you will need to do it from iTunes. Questions? Email: matt@thesta.co.uk

Join us in this insightful episode as we chat with Berit Elizabeth, CEO and founder of PracticeAxis, a cutting-edge CRM designed specifically for mental health therapists. Berit shares her unique journey from social psychology and theater to developing a specialized CRM that revolutionizes the intake process for mental health practices and wellness centers. Berit delves into the importance of a CRM in managing client relationships, explaining how it can enhance both the administrative and client experience by ensuring consistent communication and efficient data tracking. She highlights the necessity of integrating technology with human touch to maintain empathy and connection in client care. Discover how PracticeAxis addresses the unique needs of mental health practices, from managing multiple services and family members to making informed hiring and marketing decisions based on detailed data analytics. Berit also shares best practices from other industries that can be adapted to mental health, emphasizing the distinction between prospective clients and actual clients. For those interested, Berit offers an exclusive one-on-one intake analysis for our listeners, providing personalized tips and strategies to optimize your practice's intake process. Get all the links, resources and show notes here: https://wellnesscentercreators.com Sponsored by Jane App, Jane offers online booking, charting, scheduling, secure video and invoicing on one secure, beautifully designed system: https://jane.app/ Use code wellness1mo for a one-month grace period on your new Jane account.

Growing numbers of investors are turning to active ETFs. What's behind this boom, and what role can they play in portfolios? Ben Moshinsky is joined by Stefan Kuhn, Fidelity International's Head of ETF Distribution for Europe, Caroline Shaw, multi asset Portfolio Manager, and Andrew Craswell, Head of Client Relationship Management at Brown Brothers Harriman to discuss what makes an active ETF active, and how they're reshaping the investment landscape. With additional contributions from Portfolio Manager Ilia Chelomianski.See omnystudio.com/listener for privacy information.

Send Gwendolyn a Text Message!Do you find yourself drowning in repetitive tasks that eat up your valuable time? Maybe you struggle to pinpoint inefficiencies within your business operations. In this episode, we're talking about automation and process mapping and how these powerful tools can revolutionize the way you work.This episode is for you if you're a business leader, an aspiring entrepreneur, or just a curious soul eager to unravel the secrets behind effective business operations. Whether you aim to streamline your processes, enhance efficiency, or free up time for more strategic endeavors, this episode is your roadmap to operational excellence.In this episode, we cover:The definition and everyday examples of automation.The significance and benefits of process mapping.Real-life automation processes in lead generation.How to reduce errors and save time through automation.Identifying and resolving bottlenecks and redundancies.Cost-saving strategies and improving business scalability.The importance of flexibility and adaptability in business operations.Remember, the transformative power of automation and process mapping in making your business more efficient, scalable, and adaptable. By visualizing your workflows and leveraging technology, you not only reduce errors and save time but also create a structured environment that fosters continuous improvement and strategic growth.What triggers can you identify in your business processes, and how could automating these improve efficiency? Come share with me on social!Stop being overwhelmed and let your clients get back to having the best of you.Book your complimentary discovery call!Connect with GwendolynWebsiteFacebookLinkedInInstagram Thanks for joining me on this episode of Leading Behind the Scene! If you enjoyed this episode, please leave a review on Apple or Spotify to help me reach even more entrepreneurs ready to make their moves.

Ever seen management bring in a technology consultant, and suddenly they're open to ideas you've been telling them all along? When this first happened to me, I figured technology consultants were probably just better at selling snake oil. But halfway into my career I became a software development technology consultant, and I learned they were masters of one thing I sucked at - communication. Here's the good news: you don't have to become a technology consultant to be a master of communication. It's simply a decision you make to focus on it. In this episode, I share 9 ways you can communicate like a consultant, that will get people to stop and listen to what you have to say with more authority and urgency on your software projects. Whether you're a software engineer, in QA or DevOps, or a product or product manager - we all respond to persuasive and informed communication the same way. I hope this helps you get unstuck in your career in technology, and achieve things you never thought were possible on your software development project! Join my Patreon:  https://thrivingtechnologist.com/patreon TechRolepedia, a wiki about the top 25 roles in tech:  https://thrivingtechnologist.com/techroles The Healthy Software Development career guide:  https://thrivingtechnologist.com/guide Learn about one-on-one coaching with Jayme:   https://thrivingtechnologist.com/coaching You can also watch this episode on YouTube.  Chapter markers / timelinks: (3:10) 9 Ways to Communicate Like a Consultant (3:17) 1. Be Business-Focused (5:11) 2. Presentation Skills (8:20) 3. Adapt To Your Audiences (12:25) 4. Frequent Feedback Loops (15:26) 5. Negotiation Skills (18:02) 6. Healthy Resistance to Rushing (20:34) 7. Project Documentation (23:38) 8. Client Relationship Management (26:34) 9. Continuous Learning (30:20) Episode Groove Visit me at thrivingtechnologist.com Find me on X as @jaymeedwards Find me on LinkedIn as jaymeedwards

In today's episode of Pitch Cafe, we have someone who can manage work and life outside work with excellence and she spills her beans effortlessly. So much clarity in thinking and execution, only a mom, a sportswoman, an artist and a person who can throw an event for 500-800 attendees every two weeks can do. Shubha Prithvi Raj, President of Kannada Koota Northern California and also the Director, Technical Program Management at RingCentral, with us!

Get ready, because in this episode, I'm unveiling the secrets to turbocharge your design business with an unstoppable client pipeline. As a graphic, brand, or web design business owner, I've walked the same path, and today, I'm sharing my tried-and-true strategies. Join me as I guide you through the art of Lead Generation – we'll explore how to reel in potential clients from various sources. Then, we'll dive into Lead Qualification, helping you spot the gold amidst the rocks. Next up, we'll discuss the art of Engagement, where you'll discover how to connect with your audience on a whole new level. After that, it's Conversion time – turning leads into loyal clients. But it doesn't end there; we'll explore Client Relationship Management and the magic of Retention and Referrals. Lastly, we'll dissect Analytics and Optimization to ensure your pipeline is always running at peak performance. Get ready to transform your design business and take it to new heights. You will learn: How to identify your ideal clients and attract them effectively. The secrets of lead qualification to save you time and energy. Strategies to engage your audience and build lasting connections. The art of converting leads into paying clients. Techniques for client retention and harnessing the power of referrals.   Resources: $12k Client Attraction Masterclass: https://aventiveacademy.com/attract-clients-workshop/ The Wealthy Client Blueprint: ⁠https://aventiveacademy.com/wealthy-client/ 12-Week Business Program for Designers: https://aventiveacademy.com/make-money The Creative CEO Accelerator: https://aventiveacademy.com/accelerator

20 years in real estate. Over 1000 transactions. 42 agent office with 500 transactions /year [PARTNER WITH US] Get instant 1-on-1 access to over 26 of the top agents in the country to help scale your business.

Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEShop-Ware gives you the tools to provide your customer with a unique and immersive buying experience.Click here to schedule a free demo: https://geni.us/Shop-WareUtilize the fastest and easiest way to look up and order parts and tires with PartsTech absolutely free.Click here to get started: https://geni.us/PartsTechTransform your shop's marketing with the best in the automotive industry, Shop Marketing Pros! Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingPros In this episode, Lucas Underwood is joined by Jimmy Purdy to dive into the challenges and complexities of the automotive repair industry. Jimmy shares valuable insights on the essential business practices that must be addressed, such as taxes and bookkeeping. Drawing from a painful personal experience, Lucas highlights the importance of calmness and rationality when facing business troubles. Both hosts stress the detrimental effects of emotional decision-making and the significance of having a solid vision for any business venture.00:00 Promote active listening to foster genuine conversations.06:07 "Automotive trade show sparks new ideas."10:35 Apologize if needed, but it's expected.17:18 Dined at Gordon Ramsay's; no yelling expected.25:52 Need to improve the industry's image professionally.29:32 The Auto repair industry is moving in a good direction.32:56 American savings are at an all-time low, raising concerns.37:26 Anxiety is defined as fear of something irrational.44:04 Advisors learn communication and perspective without emotion.49:48 Recognize weaknesses and strengths for business success.56:45 Struggled with back pain, stress, and work.59:04 Product success hinges on appealing to consumers.

Dive into the world of executive assistance and client relationships with Chris Ho, Chief Client and Revenue Officer at Athena.In this episode of Experts of Experience, host Lauren Wood engages with Chris Ho to uncover the intricacies of effective delegation and its impact on customer success.Learn about Athena's innovative approach to enhancing client experiences and how Chris's leadership is shaping the future of executive assistance. Chris shares profound insights on the relationship between successful client management and strategic delegation, emphasizing the significance of empathetic and intelligent client interactions.Tune in to discover Athena's transformative strategies in client service and delegation.If you enjoyed this episode, please rate us on Spotify and Apple Podcasts. Subscribe Now: https://www.youtube.com/@ExpertsofExperience?sub_confirmation=1 Imagine running your business with a trusted advisor who has your success top of mind. That's what it's like when you have a Salesforce Success Plan. With the right plan, Salesforce is with you through every stage of your journey — from onboarding, to realizing business outcomes, to driving efficient growth.Learn more about what's possible on the Salesforce success plan website: http://sfdc.co/SalesforceCustomerSuccess (00:00) Introduction and Focus on Customer Experience (CX)(01:20) Chris's Journey to CX and Athena's Philosophy(03:37) Athena's Approach to Matching Executives and EAs(06:56) Empowering and Nurturing Executive Assistants at Athena(09:13) Onboarding Clients and the Art of Delegation(11:11) Adapting Hero's Journey in Customer Onboarding(16:47) Client Engagement and Tracking Happiness(20:45) Client-Centric Strategies and Using AI(24:31) Teaching Clients Effective Delegation(28:00) EA's Impact on Clients' Lives and Athena's Culture(30:05) Approach to Unengaged or Unhappy Clients(32:24) Tracking Client Engagement and Happiness with AI(39:00) Chris's Personal Experience with Exceptional Customer Service(41:57) Final Thoughts and Advice for Customer Experience Leaders

Colton and Kevin discuss each of their 3 keys to relationship management that they've learned over the years. With over 15 years of experience, yes, I'm rounding up... The boys have had some time for some serious trial and error here. Check it out. --- Support this podcast: https://podcasters.spotify.com/pod/show/kevinhandcoltonr/support

Die Themen im heutigen Versicherungsfunk Update sind: Allianz erhöht Gesamtverzinsung Die Allianz Lebensversicherung hebt die Gesamtverzinsung um 0,3 Prozentpunkte an: Die neue Marke für das Jahr 2024 heißt 3,8 Prozent. Für das Vorsorgekonzept Perspektive bietet die Allianz eine Gesamtverzinsung von 3,8 Prozent. Bei der der klassischen Lebens- und Rentenversicherung steigt sie auf 3,5 Prozent. Die in der Gesamtverzinsung enthaltene laufende Verzinsung erhöht sich bei Perspektive von 2,6 auf nunmehr 2,8 Prozent, für Klassik steigt sie von 2,5 auf 2,7 Prozent. Führungswechsel bei Swiss Life Im Frühjahr 2024 kommt es bei Swiss Life zu einem Führungswechsel: Patrick Frost, der 2006 als Group CIO in die Konzernleitung von Swiss Life eintrat und zum 1. Juli 2014 zum Group CEO ernannt wurde, wird auf seinen Wunsch hin zurücktreten. Er wird die Leitung des Konzerns an Matthias Aellig übergeben. Zudem tritt Jörg Arnold Ende Juni 2024 auf eigenen Wunsch als CEO von Swiss Life Deutschland zurück und übernimmt den Aufsichtsratsvorsitz der Swiss Life Deutschland Holding GmbH. Sein Nachfolger wird zum 1. Juli 2024 Dirk von der Crone. blau direkt schluckt weiteren Maklerbetrieb Die Rosskopf GmbH & Co. KG im bayerischen Donauwörth wird Teil der blau direkt Gruppe. Der Standort soll erhalten bleiben. Auch wurden alle Mitarbeiter übernommen. Policen Direkt verstärkt Team Die Policen Direkt Maklergruppe verstärkt sich mit Robert Haydecker. Zuletzt war er als Trainer & Coach für die VEMA Akademie tätig und zugleich Hauptansprechpartner für VEMA Makler im Bereich der Unternehmensnachfolge. Haydecker soll die Rolle des Manager Akquisitionen übernehmen. Sompo International verstärkt das Versicherungsgeschäft Sompo International hat die Ernennung von Christian Kruppa als Head of Distribution & Client Relationship Management, Insurance für Deutschland und Österreich bekannt gegeben. Er hat seinen Sitz in Köln und berichtet an Malte Dittmann, Country Manager, Insurance für Deutschland und Österreich. Kruppa kommt von Chubb, wo er ein Jahrzehnt in leitenden Funktionen tätig war, zuletzt als Director Broker & Client Management für Deutschland und Österreich. Friedrich Liechtenstein kooperiert mit PassportCard Der bekannte Entertainer, Sänger und Schauspieler Friedrich Liechtenstein hat sich mit der Auslandskrankenversicherung PassportCard Deutschland für eine Print- und Online-Kampagne zusammengetan. Ziel ist es, das Bewusstsein für das Thema Gesundheit bei internationalen Umzügen und Auswanderung zu erhöhen. Die Kampagne beginnt am 01.01.2024 mit bezahlten Social-Media-Aktivitäten und wird 12 Monate dauern.

This week Ivy Slater, host of Her Success Story, chats with her guest, Lauralea Tanner. The two talk about the business of work, life, and family; how she has made herself a scalable and versatile asset, and how we can all embrace our value for the next generation. “She tells us, Take risks. Be confident. Ask for what you want.” In this episode, we discuss: The interesting path that led her into the healthcare space, and how she moved into the business side of it What a healthcare revenue cyclist does How she scaled her career by NOT staying in her lane Why taking chances in her path has made her a versatile asset that can be plugged in anywhere How we are embracing our value for the next generation What advice her grandmother has for us, and the strength that Lauralea has gained from it Lauralea's inspired message, and how it will change your life to lay it all out Lauralea Tanner is a highly experienced healthcare revenue cycle professional with over 25 years of knowledge and expertise spanning the complete revenue cycle. She has worked in leadership roles, including Operations Management, Sales, Marketing, and Client Relationship Management, selling and supporting services and technology solutions in organizations ranging from start-ups to large, national revenue cycle outsourcing companies. Currently, Lauralea serves as Chief Growth Officer at Acclara. She leads Sales and Growth across the organization and is responsible for promoting and selling revenue cycle solutions to healthcare partners. She is passionate about creating better patient experiences and driving financial outcomes for providers. Lauralea's leadership style creates top-end results and builds a culture of success, inspiring teams to execute at their optimal potential while increasing revenue and reducing costs. Her expertise in the RCM space has been recognized, and in 2018, she was named to Becker's Female Vendor RCM Leaders to Know for her unique skills and knowledge. LinkedIn: https://www.linkedin.com/in/lauraleatanner/

Die Themen im heutigen Versicherungsfunk Update sind: Frauen wollen finanzielle Freiheit Insbesondere Frauen legen mit knapp 70 Prozent – im Vergleich zu Männern (55,7 Prozent) – besonderen Wert auf finanzielle Freiheit. Geht es um die konkreten Vorstellungen von finanzieller Freiheit, bleibt die Mehrheit der Befragten jedoch bescheiden. Mit deutlichem Vorsprung (58 Prozent) dominiert finanzielle Unabhängigkeit in allen Lebenslagen das Verständnis von finanzieller Freiheit. Weitere Aspekte wie die Erfüllung finanzieller Träume (13,7 Prozent), die Emanzipation von Arbeit (11,5 Prozent) sowie ein festes Gehalt (5,1 Prozent) bleiben auf relativ niedrigem Niveau. Das geht aus dem Financial Freedom Report der LV 1871 hervor. Zunehmende Anzahl von Schadenfällen durch Extremwetter Die VHV Allgemeine, der Bauherren-Schutzbund und das Institut für Bauforschung haben Schäden an Wohngebäuden durch Klimafolgen und Extremwetter über den Zeitraum von 20 Jahren unter die Lupe genommen. Die über 100.000 analysierten Schadenfälle weisen im Verlauf von 2002 bis 2022 eine durchschnittliche Schadenhäufigkeit von rund 4.900 Schäden auf. Deutlich sichtbar ist, dass der Mittelwert in der ersten Dekade 2002 bis 2011 nur in drei Jahren überschritten wird, während die Anzahl der Schäden in der darauffolgenden Dekade ab 2012 nur in drei Jahren unter diesem Mittelwert liegt. Anhand dieser Auswertung gehen die Autoren von einer zunehmenden Anzahl von Schadenfällen durch Extremwetterereignisse aus. Insify erweitert Berufshaftpflichtversicherung Das Insurtech Insify hat die Produktpalette um eine Berufshaftpflichtversicherung für Kammerberufe und weitere neue Berufsfelder erweitert. Durch die Kooperation mit dem Spezialversicherer Markel sei der Abschlussprozess für diese Berufsgruppen zudem stark vereinfacht worden. Sompo International verstärkt sich Sompo International hat die Ernennung von Anna Lisiak zum Head of Claims, Insurance, Continental Europe und Herndon Stokes zum Head of Distribution & Client Relationship Management, Insurance, Continental Europe bekannt gegeben. Beide werden ihren Sitz in Zürich haben und an Ralph Brand, President, Continental Europe Insurance, berichten. Herndon Stokes wird auch an Brendan Plessis, Head of Distribution, Business Development & Client Management, Insurance, Global Markets, berichten. DVA präsentiert sich ausschließlich digital Die Deutsche Versicherungsakademie (DVA) hat das Jahresprogramm 2024 vorgestellt. Ab dem kommenden Jahr wird das Bildungsprogramm ausschließlich in digitaler Form als ePaper angeboten. Zu entdecken gibt es ein breites Bildungsangebot von mehr als 40 Lehr- und Studiengängen sowie über 200 Seminaren und Tagungen für die Versicherungs- und Finanzdienstleistungsbranche. SV SparkassenVersicherung investiert in Solarenergie Der Energiepark Ernsthof bekommt zwei weitere Solarparks. Die SV SparkassenVersicherung (SV) investiert in die neuen Solarfelder. Es ist geplant mit dem erzeugten Strom die Liegenschaften der sechs Standorte der SV zu beliefern. Schon im Jahr 2010 hat der Versicherer auf dem Gelände des Ernsthof "Ost" und "West" die ersten Bauabschnitte initiiert und finanziert. Die ca. 23.700 Solarmodule sollen jährlich rund 14.000 Megawattstunden Strom erzeugen. Mit dieser Produktionskapazität können theoretisch rund 4.500 Haushalte versorgt werden.

Today we talk about the importance of effectively managing leads that come in through SEO, with an emphasis on using a system to manage these leads. Colie James is a  "Workflow & Automations Guru" and the host of the Business-First Creatives podcast.Connect with Colie, aka "Dubsado Systems Fairy Godmother":IGLinkedin"Love Your Leads" Free Training1. Colie shared practical ways to set up a system for your business.Automate client booking through Customer Relationship Management (CRM) systems like Dubsado and HoneyBook.You need for a system to handle leads generated from effective SEO practices.Automating consultation calls and bookings ultimately saves time and money.2. The importance of clarity and confidence selling services.Use local SEO keywords.Explain the uniqueness of your servicesGoogle search your own business and see how well you rank for business name.3. Align the front end (SEO and marketing) to the back end (client experience).Use storytelling in blogs to attract potential clients.Use blogs and strategic social posts to give insights into your sessions.Focus on blogs, not pages on your website when you want to target Local SEO keywords.Rooted in RetailMade for Indie Retailers! Navigate the retail landscape with expert advice & insider tips.Listen on: Apple Podcasts SpotifyIf you're looking for a unique, handcrafted way to spruce up your home or office, then Collage and Wood is the perfect place for you! We offer a range of beautiful wooden signs that are perfect for any occasion. Our talented team of artists will work with you to create a sign that perfectly suits your needs. So why wait? Visit Collage and Wood today!Support the showBe our (podcast) guest! Apply hereB's SEO Basics Checklistbrittanyherzberg.com / Instagram Book your $99 SEO Audit with Crystal!Start your Shopify Store!10,000 Jasper words FREE!crystalwaddell.comGet Ocho: the best retirement info for entrepreneurs!Disclaimer: If you choose to purchase any of our recommendations using our links, we might get a commission for your sign up! So don't forget to use our links!

In fitness, client relationships can sometimes reach a point where it becomes necessary to part ways.Whether it's due to unmet expectations, a misalignment of goals, or simply not being the right fit for each other, handling client breakups with tact and integrity is crucial.By prioritizing the client's best interest and approaching the breakup with empathy and care, you can leave a lasting positive impression.This sets the stage for them to speak highly of your business, even if they didn't achieve their desired outcomes.In this episode, Tim and Randy explore the importance of leaving a positive impression even when ending a business relationship and how it can impact your reputation and future prospects.Key Takeaways- The breakup with your clients (03:07)- Perceived value vs. true value (04:43)- The value of leaving in good terms (05:40)- Is it in the client's best interest (07:12)- Do the right thing (11:16)Additional Resources- Relive Every Session of the 2023 FitPro Growth Summit- Apply For Your Profit Milestone Award - Learn more about The Iron Circle - Business Talk with Fitness Professionals Facebook group - Jump on a call with Randy---If you haven't already, please rate and review the podcast on Apple Podcasts!

The #1 rehab chiropractors have is always around marketing. If you can't bring in new customers, your business will die. The #1 problem entrepreneurs have always around having others on the team execute the marketing initiatives set by the business owner. In this episode, you'll learn exactly how I not only solved my own marketing problem but also grew Hannah into what I would consider a thought leader in the rehab chiropractic space with all things marketing. Hannah has an expert level knowledge on Client Relationship Management, Google Ads, Copywriting and so much more.  Thank you so much for listening to this episode and if you found this content valuable here are four ways I can help you for free: 1) Grab a copy of my free guide: The Rehab Chiropractor's Checklist: Click Here For Instant Access 2) Go ahead and give me a follow on Instagram @justinrabinowitz where I post business content 3) Subscribe to my weekly newsletter by sending me an email at coaching@strive2move.com 4) Leave us a 5-star review so we can gain access to more influential people and bring those lessons back to you  

Our guest today on the Career Focus series on the Success InSight Podcast is Bob Goodwin.Bob is the Founder of Career Club. He has leveraged his B2B sales and marketing expertise and best practices, to help job seekers get a better job faster. Career Club provides career coaching, an online job search course, and a CRM platform to organize your professional network and job search activities. This will be our third episode with Bob. We first met him back in September 2021. When he had just launched Career Club - a service that was founded to help people who are in job transition learn how to GET A BETTER JOB FASTER. Here's a link to that episode: https://www.successinsightpodcast.com/2021/09/bob-goodwin-episode-3071.htmlWe caught up a year ago as he was about to launch Concierge Club - a full-service, white-glove approach to finding a career. Here's a link to that episode: https://successinsightpodcast.com/bob-goodwin-episode-4007On today's episode, we do a little catch-up and we'll learn about President's Club and his podcast, Career Club Live. QuestionsWhat is the Presidents ClubWhat is Concierge ClubWhat change are you seeing with career searches since we last met?Next StepsTo learn more about Career Club, visit their website at https://career.club/.Be sure to follow Bob on LinkedIn at https://www.linkedin.com/in/bobgoodwincareerclub, and you can also follow Career Club on their LinkedIn Company Page. Link: https://www.linkedin.com/company/career-club1If you enjoy podcasts that are dedicated to your personal and professional development, find us online at SuccessInSight Podcast. We welcome likes and comments, and if you know someone who is also a professional development enthusiast, go ahead and share our site with them too.Podcast hosted by BuzzsproutShow Notes powered by CastmagicWebsite powered by Podpage

This week we're talking all things ABLE accounts! From eligibility to qualified disability expenses to using your ABLE account as a tax-advantaged investment vehicle, we've got you covered. Joining us to discuss these accounts is Mary Rubenis, VP of Client Relationship Management and ABLE Savings at Vestwell. Vestwell is the program administrator for ABLE accounts in 20 states. But today's episode is for everyone -- regardless of which state you live in! Get out a pencil and notebook and get ready to learn. Compare plans with ABLE National Resource Center: https://www.ablenrc.org/compare-states/ Learn more about ABLE accounts at ABLE Today: https://www.abletoday.org/ Check social security functional limitations to see if you qualify for an ABLE account even without SSI or SSDI via the SSA Blue Book: https://www.ssa.gov/disability/professionals/bluebook/ Spotlight on ABLE from the SSA: https://www.ssa.gov/ssi/spotlights/spot-able.html Social Security Benefits Counseling by state via the Ticket to Work program: https://choosework.ssa.gov/about/meet-your-employment-team/ POMS document for ABLE & Social Security: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501130740 Check out the Vestwell website: https://www.vestwell.com/ (Though if you want to apply for an ABLE account, visit your state's ABLE website. You'll interact with Vestwell once you have an account set up, if you're in one of the 19 states they service.) Full episode transcript: https://momautismmoney.com/able-mary-rubenis/

In this episode, we share an encore of our January 2023 CE You Online Webinar: Diversity, Equity, and Inclusion in Hospice Care with Sherita Haigler   SHERITA M. HAIGLER serves as the Vice President, Diversity, and Inclusion at a local non-profit and a consultant to those interested in building and advancing their DEI organizational efforts. Sherita's primary responsibility is to lead the internal Diversity, Equity, and Inclusion efforts and ensure they align with the strategic plan of the organization. As the lead/consultant Sherita, works in partnership with leadership and Human Resources to create an inclusive organizational environment where employees, volunteers, and investors of all ability statuses, gender identities, race/ethnicities, backgrounds, and orientations feel welcome and can flourish and contribute in ones environment.   As the past Director of STEMSTL, a non-profit STEM Learning Ecosystem that aims to ensure that all St. Louis area learners have equitable access to high-quality STEM (Science, Technology, Engineering, and Mathematics) learning and career opportunities. Sherita built and maintained relationships, created structures for collaboration, and managed the day-to-day operations of the Ecosystem to improve STEM learning and workforce outcomes.   Sherita also works as a facilitator for Diversity Awareness Partnership in its Give Respect Get Respect Program. Sherita holds a Masters, and Bachelor of Business Administration from Fontbonne University where she was an adjunct faculty member for the Options Program for many years. She has a vast amount of experience in Client Services, Account and Client Relationship Management, and Program/Project Management in the Telecommunications and Health Care industries. She is an active member in her community where she serves on the following boards, City Garden Montessori School, ITEF, SAAVY Coder, and STL Youth Jobs. Sherita is a native of St. Louis.  

The Today's Conveyancer podcast welcomes Clare Yates to the latest episode to discuss the art of communication and client relationship management. Clare is a communications and sales trainer with experience in both the estate agency and conveyancing sectors, bringing cross-sector experience to the discussion. At a time when transaction volumes will normalise and the profession will have to go out and win work again, Clare discusses how client relationship management starts in the very first client interaction. Challenged on how conveyancers can set out their stall to truly differentiate their service offering Clare reminds us that every transaction is a human story, and that treating it as such should be paramount to professionals.Whatever the situation, whether it's an exciting dream home move, a sale due to separation or divorce, or the sale of a loved one's property, conveyancers specialise in helping people people move in and move on. For so many, the initial conversation is a real deal-breaker if the conveyancer gets it wrong. Alongside the importance of the maintenance of this relationship ("plan our calls so that calls don't plan our day") Clare goes on to talk about her experience of working with firms to improve their communication ("no update is an update"/ "speak in a language clients understand") and how firms need to be training staff to better deal with difficult clients.   Clare also discusses the differences between the relationship between the client and their estate agent, and the client and their conveyancer; a source of frustration for many conveyancers who are often left to pick up the pieces of broken promises made without the conveyancer's agreement, and estate agent's understanding of the nuances of the legal process.With a raft of anecdotes drawn from her experience as a trainer with estate agents and conveyancers, Clare brings a healthy dose of realism and practicality to the discussion. The Today's Conveyancer podcast can be found on your preferred podcast provider and also at www.todaysconveyancer.co.uk. Subscribe and listen in for all the latest conveyancing industry news and views.

Realtors, imagine how much easier your life could be with a comprehensive database or CRM! Automated reminders for birthdays and anniversaries? Check. Segmenting clients into groups based on their behavior like raving fans? You have the power to harness these amazing capabilities without breaking your budget - think automated text messages, video emails AND it connects with other service providers too!? Now's the time to treat yourself by booking some precious "me-time" dedicated solely towards setting up that system you deserve!Today I give you actionable items to get your CRM started and set up for your success!Tristen Campanella is San Diego's Holistic Realtor, Yogi, and Real Estate Mentor.  Her passion is to empower female realtors to have a business they thrive in.Ask her Anything: https://bit.ly/3HJQV9s

Welcome to Episode 81 of the move crush count podcast. In this episode, Steve Roessler and I discuss using your CRM to get more business. So, if you want to close a higher percentage of leads, make more money per sale, and retain more clients so you can use your CRM more effectively to grow business faster, tune in now! In this episode, you'll discover: Steve Roessler's first major breakthrough with client relationship management (and what you can learn from it to reach your own success) How the world of client relationship management software is different now than when Steve Roessler got started (and what that means for you with using your CRM to get more business) What exactly using your CRM software to get more business is all about and how it's made an impact on every business leader's ability to get results How Steve Roessler's discoveries are newer and better than anything else available for client relationship management software options (and why every business leader should switch over to this new way ASAP) Specific client relationship management developments Steve Roessler sees on the immediate horizon (and how you can take an almost unfair advantage over your competitors) Where the big opportunities are in client relationship management that most business leaders are missing The big challenges in client relationship management right now (and how a new idea and a shift in your thinking transforms those challenges into instant opportunities) About Steve Roessler Steve is an expert in client relationship management whose accomplishments include: Chief Evangelist Officer at DriveCentric Former Director of Marketing at Progressive Medical Inc. Former Director of Business Development at DynaLabs Enjoys presenting on topics such as "70% Engagement Strategies", "Personalized Video to Humanize the Customer Experience", and "GIF Culture - Less is More Strategy" Expert on the topics of CRM effectiveness, and the client experience through texting and personalized video AWA Best Speaker Award 2022 #2 Most Popular Speaking Session NADA 2021 Creator of Video GaGa I'm the #LivewithDrive Guy! Client Retention Links & Mentions from This Episode:www.movecrushcount.com www.drivecentric.com If you enjoyed this episode on using your CRM to get more business, please share it with your friends, family, and colleagues.

Starting, growing, and scaling a business is impossible without the implementation of systems and processes. Systems and processes are key for organizing your business and executing offers. Every entrepreneur needs systems and processes to start, grow, and scale their business. Systems and processes are the backup plans every business needs to have in place in order to survive and thrive. Are you working so much that you are your evenings and weekends are consumed with business tasks? Are you frustrated because signing a client feels like climbing Mount Everest? What you need are systems and processes. Top problems holding you back from growing and scaling your business Entrepreneurs are over-capacity, overwhelmed, and frustrated. They can't hire someone because training them is too time intensive. Missing deadlines. Using paper isn't effective because your notes are forgotten. Using more than one tool or one process in one tool and another process in another tool for the same project, i.e. social media. The goal of systems and processes for your business is to simplify and save you from having to be in your business all of the time. The disadvantages of not having systems and processes in place and being dis-organized in your business are: Sacrificing time with family and/or friends. Not being present outside of your business. You can't scale because you are stuck in a vicious circle of to-dos. What systems and processes should you prioritize first in your business? Systematizing your business begins with organizing and creating processes for your offers. Automate as much as possible. Onboarding clients from the point of a discovery call to signing them. If you give your clients a stellar experience, they will refer you. But, if you are all over the place you may overwhelm and frustrate them. This includes invoicing and providing all follow-ups in a timely manner. Offboarding should also have a process in place. Ensure your clients have a pleasant experience so that their last memories are pleasant, not those of frustration. If you do not want to have a project management tool, at least use a paper calendar with an electronic calendar as a backup. Read the complete show notes and access links.

If you wanna go big, you're gonna need HUMANS! Today, Max chats about the crucial departments needed to run a high-performance, profitable building company. We get into the nuts and bolts of the following: 1) Business Development Manager2) Marketing Manager / Community manager3) Sales Manager4) Estimating and Quoting Manager5) Contract Administration6) Project Manager7) Client Relationship Management8) Finance Administrator9) Dispute Resolution Manager10) Human Resource Management   If you're curious about the business that we are in or franchising opportunities,  visit our websiteFind us on social media!LinkedInInstagramFacebookTwitterYouTubeTikTok   

This week we focus on the role of Relationship Managers, with Chris Mason (REGIS-TR UK) and Maria Denise Cane (REGIS-TR S.A.), who discuss the challenges of supporting market participants through an unprecedented era of change from SFTR and Brexit to the COVID-19 pandemic. Join them with hosts Andrew Keith Walker,  Nick Bruce and Laura Rodriguez as we explore the essential client service offering of Europe's largest trade repository.

As we wrap up the month of May, this week we are talking about the mental health of our beautiful mothers. Being a mother is not easy and throughout this podcast, our guest gives us insight into the struggles and the rewards of motherhood.   Our Guest:    DAPHNEY ATTIS - JOSEPH Daphney Attis - Joseph is an Administrative Assistant at the National Research Council Canada. She has a great deal of experience in Project and Technical Support, Client Relationship Management, Research & Data Entry,  Translation & Reporting, Records Management and Account Management. She is also a mother of two beautiful daughters. ____ Visit our website to learn more about #MentalHealth or to learn how to support someone else in need: https://mentalhealthforeveryone.ca/

Welcome to episode 6, and I have another exceptional retail hero here with me in Boston today! https://www.linkedin.com/in/ladiane-cardoso-20455a157?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3BC%2FQU4ztYSjuj8Z3hrVNZdg%3D%3D (Ladiane Cardoso )is a Multi-Store General Manager for https://us.zadig-et-voltaire.com/ (Zadig et Voltaire )today and is very passionate about Talent Development and Client Relationship Management. She is originally from Cape Verd, a small country on the West Coast of Africa. Ladiane moved to the US 8 years ago for college and started her American journey without knowing the language in a small town in Rhode Island.  She was initially studying Social Service, but after only one year of working in retail, she changed my major to Business Management and Fashion Merchandising at Fisher College.   This life-changing introduction to the retail industry was just 6 years ago as a Part-Time Sales Associate at Banana Republic, right here on Newbury St. in Boston. She says that although her retail career was accidental, it unfolded perfectly, and she can't imagine doing anything else! But before we get started, I want to thank you to the three essential title sponsors fueling the https://www.retailpride.com/ (RETAIL IN AMERICA) tour AND this podcast.  https://ads.spotify.com/en-US/ (Spotify Advertising )Spotify is the #1 podcast platform in the US. It has grown to over 420M monthly unique registered users around the globe, over half of which are supported on the ad platform. Spotify advertising will help you reach and target your audience across devices, locations, and formats.  Over 300 companies in 80 countries trust https://yoobic.com/ (YOOBIC )to drive their retail performance at scale, get real-time visibility into multi-location business execution, digitized task management, and more.  https://www.kwi.com/ (KWI) is the industry's only true turnkey omnichannel platform for specialty retailers.  Please subscribe, review, and then share this podcast with everyone you know in retail - and there are many of us!  Go to https://www.retailpride.com/ (RETAIL PRIDE) and follow me on IG https://www.instagram.com/retailpride/ (@retailpride) to see all the details about the RETAIL IN AMERICA tour, the cities we will visit, upcoming events, media links, and more.  Contact me directly https://www.retailpride.com/contact (here )to nominate a retail hero for this podcast, host a retail networking or book signing event in your city, or just say hello.   Keep your retail pride strong, and I will see you on the road!  Audio engineer https://www.deanalbak.com/ (Dean Albak ) Cover image shot by https://www.instagram.com/dukewinn.newyork/ (Duke Winn)

The Pain of Privacy Updates and Acquisition TrackingHigherDOSE strikes an interesting balance between Wellness, Biohacking, and Tech. Their products are rooted in research to help their customers really get the most out of HigherDose products.We all know that the new iOS privacy updates and decrease in Facebook and Google analytics is a huge problem for marketers. Ingrid offers her advice as a three-pronged approach.Prong 1: Don't just look at CAC (Customer Acquisition Cost), look more broadly at client relationship management. The iOS privacy update is not just a story about CAC (Customer Acquisition Costs), it's a combination between CAC and LTV (lifetime value).Prong 2: Invest in Good Influencers. In the age of tightening data and heightened iOS privacy updates, influencers are going to become a highly valuable channel.Prong 3: Invest in Channel Diversification. Client Relationship Management is Everything. Don't ignore your CRM!How should brands allocate funds between Influencers and traditional channels such a Google and Facebook? Well, that depends, and it's not the same for every brand.If you want to understand the full customer journey, you need to use a multi-touch attribution technology. You might have one-click conversions for products with a lower price point, but when you have more expensive products, customers will most likely require multiple interactions with your brand.Ingrid gives Katie & Lauren advice on what content she thinks would really resonate with HigherDOSE's customer base.Associated Links:Check out YotpoCheck out GladlyCheck out GorgiasHave any questions or comments about the show? Let us know on Futurecommerce.fm, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners!

Jonathan Arrowsmith, Co-Head of Private Equity and Head of Advisory, leads a panel discussion of Investec experts on the outlook for private equity. Jonathan is joined by Jon Harvey, Head of Client Relationship Management, Fund Solutions; Helen Lucas, Co-Head of UK Sponsors Origination, Growth & Leveraged Finance; and Emily Cvijan, Private Banker for Private Equity. What's next for private equity? · Investec

Jonathan Arrowsmith, Co-Head of Private Equity and Head of Advisory, leads a panel discussion of Investec experts on the outlook for private equity. Jonathan is joined by Jon Harvey, Head of Client Relationship Management, Fund Solutions; Helen Lucas, Co-Head of UK Sponsors Origination, Growth & Leveraged Finance; and Emily Cvijan, Private Banker for Private Equity. What's next for private equity?

Hello everyone, and welcome to the Career Focus series on the Success InSight Podcast.This is your host, Howard FoxThe Career Focus series supports individuals pursuing careers that tap into their skills and passions and introduces you to the entrepreneurs and companies that are helping to make that dream a realityOur guest today is Bob Goodwin.We first introduced you to Bob back in September 2021. Click here to listen to the episode.  Bob is the Founder of Career Club, a service that was founded to help people who are in job transition learn how to GET A BETTER JOB FASTER.Bob has leveraged his B2B sales and marketing expertise best practices, to help job seekers get a better job faster. Career Club provides career coaching, an online job search course, and a CRM platform to organize your professional network and job search activities. To learn more about Career Club, visit their website at https://career.club/.You can also follow Bob and Career Club on their Company PageBe sure to follow Bob on LinkedIn at https://www.linkedin.com/in/bobgoodwincareerclub, to get notified of his Charting a Career Course, LinkedIn Live shows. Success InSight is a production of Fox Coaching, Inc.

I am the founder of Kindred Business Networking Uk and Ireland . About me Barbara Ann Fitzpatrick: ▶ Has 30+ years of experience in the global corporate space leading teams ▶ Been at the coal face of Client Relationship Management & Business Development ▶ Successfully led and mentored global teams ▶ Had to re-invent herself in mid 50's following redundancy & loss of income ▶ Successful entrepreneur & business owner Barbara teaches small independent business owners how to NetGive not just Network. She loves supporting small business owners and seeing people grow personally and professionally.

Well, it's not much of a secret but it's super important...Get Yourself Organized! Nanci Garnand, of Taupe & Ike, shares how adding and using her CRM tool really helped her grow her own business. She reflects, "Getting organized. Actually kind of starts with reflecting on how the year went, What things did you do well, and how could you've done things better? And of course, it always comes with a little of dusting off or getting rid of the things that you don't need to have... The things that I kind of thought about that went very well is the relationships that they have. But how do I keep track of these relationships? And how do I stay organized?" Nanci's answer to getting organized is the use, and as she confesses, an addition to using her CRM tool. What's a CRM? It's a Client Relationship Management software that gets all your data from contact to notes about clients gathered all in one place. Are you struggling to get yourself organized and stay on top of your key business relationships? Check out the 30-Day FREE trial offer that Nanci offers with her CRM Strategic Success Tools. Tap here and get started NOW!

Managing your relationships with your clients will help you to retain clients at a higher rate. Jump in with Chad and Jeanette as we dive into the CRM software and the nuts & bolts behind the concept.

Elder Alonzo Hinton hosts Financial Fridays presented by Marshall Davis Ministries. On this episode, we kick off Life Insurance Awareness month discussing the biggest misconceptions and benefits of life insurance. Alonzo Hinton Experienced leadership professional with expertise in all facets of operations support, financial management and financial analysis within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining and improving processes, enhancing productivity, and developing cross-functional teams focused on quality and efficiency. Seeking Senior Level role with emphasis on Client Relationship Management and Process Improvement. For financial consultation, contact Alonzo Hinton at alonzohinton@misifinancialliteracy.com Facebook: Alonzo Hinton

Elder Alonzo Hinton hosts Financial Fridays presented by Marshall Davis Ministries. On this episode, we discuss how to properly prepare for retirement. Alonzo Hinton Experienced leadership professional with expertise in all facets of operations support, financial management and financial analysis within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining and improving processes, enhancing productivity, and developing cross-functional teams focused on quality and efficiency. Seeking Senior Level role with emphasis on Client Relationship Management and Process Improvement. For financial consultation, contact Alonzo Hinton at alonzohinton@misifinancialliteracy.com Facebook: Alonzo Hinton

Elder Alonzo Hinton hosts Financial Fridays presented by Marshall Davis Ministries. On this episode, we kick off Life Insurance Awareness month discussing the biggest misconceptions and benefits of life insurance. Alonzo Hinton Experienced leadership professional with expertise in all facets of operations support, financial management and financial analysis within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining and improving processes, enhancing productivity, and developing cross-functional teams focused on quality and efficiency. Seeking Senior Level role with emphasis on Client Relationship Management and Process Improvement. For financial consultation, contact Alonzo Hinton at alonzohinton@misifinancialliteracy.com Facebook: Alonzo Hinton

Elder Alonzo Hinton hosts Financial Fridays presented by Marshall Davis Ministries. On this episode, we discuss how to properly analyze the risk of investments and stocks. Alonzo Hinton Experienced leadership professional with expertise in all facets of operations support, financial management and financial analysis within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining and improving processes, enhancing productivity, and developing cross-functional teams focused on quality and efficiency. Seeking Senior Level role with emphasis on Client Relationship Management and Process Improvement. For financial consultation, contact Alonzo Hinton at alonzohinton@misifinancialliteracy.com Facebook: Alonzo Hinton

Hello everyone, and welcome to Career Focus on the Success InSight Podcast.Career Focus supports individuals who are pursuing careers that tap into their skills and passions and introduces you to the entrepreneurs and companies that are helping to make that dream a realityOur guest today is Bob Goodwin.Bob is the Founder at Career Club. Career Club was founded to help people who are in job transition learn how to GET A BETTER JOB FASTER.Bob has leveraged his B2B sales and marketing expertise best practices, to help job seekers get a better job faster. Career Club provides career coaching, an online job search course, and a CRM platform to organize your professional network and job search activities. To learn more about Bob and his work, visit his website at Career Club.You can also follow Bob and Career Club on their LinkedIn Company Page.Success InSight is a production of Fox Coaching, Inc.

Elder Alonzo Hinton hosts Financial Fridays presented by Marshall Davis Ministries. On this episode, we discuss how to properly invest in the stock market. Alonzo Hinton Experienced leadership professional with expertise in all facets of operations support, financial management and financial analysis within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining and improving processes, enhancing productivity, and developing cross-functional teams focused on quality and efficiency. Seeking Senior Level role with emphasis on Client Relationship Management and Process Improvement. For financial consultation, contact Alonzo Hinton at alonzohinton@misifinancialliteracy.com Facebook: Alonzo Hinton

Elder Alonzo Hinton hosts Financial Fridays presented by Marshall Davis Ministries. On this episode, we discuss the impact of Covid-19 on the economy and the correct response. Alonzo Hinton Experienced leadership professional with expertise in all facets of operations support, financial management and financial analysis within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining and improving processes, enhancing productivity, and developing cross-functional teams focused on quality and efficiency. Seeking Senior Level role with emphasis on Client Relationship Management and Process Improvement. For financial consultation, contact Alonzo Hinton at alonzohinton@misifinancialliteracy.com Facebook: Alonzo Hinton

Elder Alonzo Hinton hosts Financial Fridays presented by Marshall Davis Ministries. On this episode, Alicia Lovelace joins the show to discuss financial aid, scholarships and more. Alonzo Hinton Experienced leadership professional with expertise in all facets of operations support, financial management and financial analysis within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining and improving processes, enhancing productivity, and developing cross-functional teams focused on quality and efficiency. Seeking Senior Level role with emphasis on Client Relationship Management and Process Improvement. For financial consultation, contact Alonzo Hinton at alonzohinton@misifinancialliteracy.com Facebook: Alonzo Hinton

Elder Alonzo Hinton hosts Financial Fridays presented by Marshall Davis Ministries. On this episode, we discuss how to establish financial stability. Alonzo Hinton Experienced leadership professional with expertise in all facets of operations support, financial management and financial analysis within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining and improving processes, enhancing productivity, and developing cross-functional teams focused on quality and efficiency. Seeking Senior Level role with emphasis on Client Relationship Management and Process Improvement. For financial consultation, contact Alonzo Hinton at alonzohinton@misifinancialliteracy.com Facebook: Alonzo Hinton

Elder Alonzo Hinton hosts Financial Fridays presented by Marshall Davis Ministries. On this episode, Kirk Gregory Jr. joins the show to discuss the importance of insurance and entrepreneurship. Alonzo Hinton Experienced leadership professional with expertise in all facets of operations support, financial management and financial analysis within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining and improving processes, enhancing productivity, and developing cross-functional teams focused on quality and efficiency. Seeking Senior Level role with emphasis on Client Relationship Management and Process Improvement. For financial consultation, contact Alonzo Hinton at alonzohinton@misifinancialliteracy.com Facebook: Alonzo Hinton

Elder Alonzo Hinton hosts Financial Fridays presented by Marshall Davis Ministries. On this episode, we discuss the power of biblical stewardship. Alonzo Hinton Experienced leadership professional with expertise in all facets of operations support, financial management and financial analysis within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining and improving processes, enhancing productivity, and developing cross-functional teams focused on quality and efficiency. Seeking Senior Level role with emphasis on Client Relationship Management and Process Improvement. For financial consultation, contact Alonzo Hinton at alonzohinton@misifinancialliteracy.com Facebook: Alonzo Hinton

Elder Alonzo Hinton hosts Financial Fridays presented by Marshall Davis Ministries. On this episode, we discuss the importance of maintaining good credit and the keys to building with credit. Alonzo Hinton Experienced leadership professional with expertise in all facets of operations support, financial management and financial analysis within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining and improving processes, enhancing productivity, and developing cross-functional teams focused on quality and efficiency. Seeking Senior Level role with emphasis on Client Relationship Management and Process Improvement. For financial consultation, contact Alonzo Hinton at alonzohinton@misifinancialliteracy.com Facebook: Alonzo Hinton

Elder Alonzo Hinton hosts Financial Fridays presented by Marshall Davis Ministries. On this episode, we discuss how to use credit to build generational wealth and establishing credit for young people. Alonzo Hinton Experienced leadership professional with expertise in all facets of operations support, financial management and financial analysis within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining and improving processes, enhancing productivity, and developing cross-functional teams focused on quality and efficiency. Seeking Senior Level role with emphasis on Client Relationship Management and Process Improvement. For financial consultation, contact Alonzo Hinton at alonzohinton@misifinancialliteracy.com Facebook: Alonzo Hinton

Hiring a Social Media Manager for your MoneyPro BusinessIf you've been around the Internet at all in the past few years, you know how important social media can be to grow your business. However, social media can sometimes be hard to understand. How do you do it "right"? The role of "Social Media Manager" has come into its own nowadays, where you can hire someone to manage your social media presence and communities. Today we talk to Keegan Jennings, who enlightens us on:What challenges solopreneurs commonly come across when trying to create a presence on social media,The different social media roles you can hire for, What the first thing you should hire for (and it's probably not what you think!), andWhat are content pillars and why you absolutely NEED them before you start thinking about anything social media. About Keegan: Keegan Jennings is "Head Homegirl" at Collab House Digital, where she helps solopreneurs increase their reach in the digital space through simplicity, consistency, and connecting—without the overwhelm. She loves all things business, especially social media marketing!She established Collab House Digital Marketing in 2019, after years of providing a wide range of freelance marketing services to small biz owners throughout the country.With a VP-level corporate background in Strategic Sales & Marketing, Client Relationship Management, Event Planning, and Business Development, she began to notice common pain points of solopreneurs… the responsibility of social media marketing and strategy fell onto the hands of the busy small business owner, who was already short on time and at capacity.From there, she was inspired to collaborate with solopreneurs and share knowledge and experience, helping them get their magic out into the online world. Connect with Keegan: Visit Keegan's website: CollabHouseDigital.comConnect with Keegan on Instagram: @keeganchapel Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Elder Alonzo Hinton hosts Financial Fridays presented by Marshall Davis Ministries. On this week's podcast, we discuss stewardship and overcoming the obstacle of emotions. Alonzo Hinton Experienced leadership professional with expertise in all facets of operations support, financial management and financial analysis within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining and improving processes, enhancing productivity, and developing cross-functional teams focused on quality and efficiency. Seeking Senior Level role with emphasis on Client Relationship Management and Process Improvement. For financial consultation, contact Alonzo Hinton at alonzohinton@misifinancialliteracy.com Facebook: Alonzo Hinton

Elder Alonzo Hinton hosts Financial Fridays presented by Marshall Davis Ministries. Elder Alonzo Hinton explains how to use our Faith to tap into God's Wealth! Alonzo Hinton Experienced leadership professional with expertise in all facets of operations support, financial management and financial analysis within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining and improving processes, enhancing productivity, and developing cross-functional teams focused on quality and efficiency. Seeking Senior Level role with emphasis on Client Relationship Management and Process Improvement. For financial consultation, contact Alonzo Hinton at alonzohinton@misifinancialliteracy.com Facebook: Alonzo Hinton

In todays episode, we were fortunate to have Didier Dimala on the show. Didier is a Banking professional with First and Second Line of Defence experience in Enterprise-wide Risk Management, Financial Risk Management (Market and Credit risks) and Non-Financial Risks Optimisation (Technology, Operational and Resilience risks), Transformation and Change Management, Portfolio Management and Client Relationship Management. We discuss some important tips expats could use when handling their money, and avoiding the common pitfalls we are likely to fall in. Hope you enjoy the exchange. Follow us on all social platforms --- Send in a voice message: https://podcasters.spotify.com/pod/show/sidenoteofficial/message

Azim Uddin | Chief Data Officer | Block Chain, Crypto, NFT Experienced with transformational leadership. I have led global teams of professionals in a variety of roles – Envisioning Strategic Initiatives into actionable target operating models, maximizing productivity with hands-on experience in Strategic Planning, Business Development, and Client Relationship Management.My past experiences include:- Head of CDO Strategic Initiatives: Enabling Automation with AI, ML, and Fintech,- Head of Capital Market Operations Middle Office and Trade Support- FI Structured Products Lead Deal Manager- Securities Trader - Sec Lending, US Treasuries, CorpsI am looking to expand relationships with industry executives and senior leaders seeking strong, committed, and an embedded partner mindset that enables services with a passion for striving beyond the Now and poised for the Future.Support the show (https://www.patreon.com/back2basicsmode?fan_landing=true)

“Sale” is looked at by many people as a four-letter word. But the truth is, selling is the only thing you cannot have a successful company without. And yet, nothing sells itself—not even water in the desert. Our first Nuts and Bolts episode, David talks about Key Performance Indicators (KPI's) and Client Relationship Management systems (CRM's)—why you need them, how to use them, how to choose them, and why the best systems are the ones you'll actually use.

I am so excited to share this episode with you, Dr. Nicholas Morgan is a Naturopathic Doctor who has a decade of experience practicing in a pre-licensed State and was even able to complete a 3 year residency in one as well. In this episode he shares the principles he used to build up good relationships with his clients as well as the tools that have helped ensure good Client Relationship Management (CRM). I learned a bunch in this episode and so I hope you get as much out of it as I did! Flodesk (affiliate link for ND Inspo): get 50% off your subscription https://flodesk.com/c/KL2Z3L Book mentioned during the interview; Attracting the Perfect Customers BIO Dr. Nicholas Morgan is the founder of The Center for Integrative Wellness. He completed his naturopathic medical training in 2011. After graduating from the National University of Health Sciences (NUHS) Dr. Morgan started a residency at Arthritis Care PC in Lansing, Michigan. He is the first naturopathic rheumatology resident in the United States and the first naturopathic resident in the state of Michigan. During his two year residency training he also trained with naturopathic doctors, functional medical doctors, and osteopathic doctors. After completing his residency training in 2013 Dr. Morgan founded The Center for Integrative Wellness. Dr. Morgan works both with local Michigan residents and virtually to provide patients with effective, safe, and affordable natural medicine. In addition to working with patients directly Dr. Morgan also acts as an adjunct professor at Great Lakes Christian College. There he has taught the Biological Foundations of Nutrition course since 2015. In 2019 Dr. Morgan started serving as a certified nutritional specialist supervisor. In this role he acts as a mentor to nutritionist to help them become certified nutritional specialist. Connect with Dr. Morgan website https://naturopathic.doctor

Learn about facebook and instagram ads for E-commerce businesses. After 10 years working in Sales and Client Relationship Management in the Investment Management industry, Aggie witnessed a growing trend for clients to search and research for what they needed online. Her increased involvement in digital marketing paired with her love of eComm growth podcasts led to a change of career direction. Aggie went on to gain a Post-Graduate Diploma in Digital Marketing as well as Advanced Certifications in Social Media Strategy and Facebook Advertising. Since qualifying, Aggie has managed online ad campaigns across the financial, FMCG and eCommerce sectors. Now even digital marketing agencies come to her for their marketing support.  Aggie hosts regular workshops on how to run FB Ads as a Small Business Owner and works with small businesses to maximise the return on their investment when advertising online either through FB Ads consultancy or full Ads management. In this episode you will learn: What you need to have in place before ever running social ads How to create a strategic paid ads marketing plan The best budget for running social media ads How to get the best ROI out of your ads Connect with Aggie: https://www.instagram.com/whitebeedigital https://whitebeedigital.com Tuesday by Sascha Ende, Music.io

In the Robert Walters Workplace Inclusion podcast series we discuss key learnings and successes with leading businesses and individuals who are paving the way in diversity & inclusion. Over the coming months we will be speaking with industry guests discussing all things diversity & inclusion.In this episode Tom Andrews and Anneline Klijnsma are joined by Deon Pillay, Head of Marketing Operations at Legal & General Investment Management.Deon has built his way up through the Client Relationship Management world at Barclays before joining LGIM's Distribution teams and is currently Head of Marketing Operations as well as acting as Co-Chair of LGIM's LGBT+ Allies Network and also as Co-Chair of InterInvest LGBT+ equality and inclusion. 

Join Lisa Banks, a certified Salesforce consultant, and myself in a conversation about some CRM basics.

In this episode we'll explore how you can reset your relationships with your clients given the changes we all have been going through in 2020. There are a number of ways to make a much bigger impact on your clients simply by the way you work with them. Topics include creating a "wow" engagement, the 1st 100 days communication, client feedback, intergenerational client retention, and big money events. By listening to this podcast you will hear that by focusing on your clients' lifestyle, passions, and relationships you can learn how to serve them best. We will also explore the nature of the business model that works best in fostering an incredible client relationship. 2020 has been challenging to say the least. So why not learn how best to make an enormous impact on your clients? The tactics and strategies we'll explore can help you finish this year strong and lay the foundation with your clients for a fantastic 2021.

Client Relationship Management Through the Shift to RemoteThis week, we are launching Toptal’s “Rise of Remote” series, a special edition of The Talent Economy Podcast, featuring advice and perspectives from experts in remote work. Prompted by the COVID-19 pandemic that has accelerated the gradual advance of remote work into a stampede, we thought it was extraordinarily relevant to create a special series dedicated to hearing from experts on how to succeed when working remotely. In this episode, I speak with Sachin Bhagwata, Interim VP of Enterprise at Toptal.Sachin is responsible for building and managing Toptal’s enterprise business, which includes business development, product & service definition, account management, and team development. Sachin leads a team of sales executives, client partners, and sales development representatives who all work to deploy a unique model that delivers the very best talent to Toptal’s clients. He has more than 15 years of experience delivering exceptional results to executive leaders at Fortune 500 organizations, specializing in key account management, revenue management, digital consulting, and digital innovation.Sachin and I discuss his experience transitioning from working on-site to a fully distributed, remote workforce, the eye-opening lesson he learned about how collaboration works in remote teams, best practices for cultivating and supporting work-life balance, and his advice on how to build camaraderie within a remote sales team. Sachin also provides insight into what the new normal will be for Fortune 500 companies 18 months from now.Questions I ask:As someone new to a remote work environment, what were the top challenges you experienced in the first six months of joining Toptal?What’s the one thing that surprised you the most when you became fully remote and started working for a distributed organization?What are some of the things that you and your team do to combat the idea that remote teams are cut off from social interaction?When you first joined the Toptal team, how did you handle building trust within your team and among your colleagues?What sets Toptal’s enterprise business apart from other service-based businesses?In this episode, you will learn:How Sachin came to learn about Toptal.Challenges that arise for clients who are new to working with a distributed, remote team.What Sachin is hearing from enterprise clients about current events.Sachin’s advice to those who are starting to adopt a more agile communication environment.How clients are now thinking about remote work.Connect with Sachin:LinkedInEmail: sachin@toptal.com See acast.com/privacy for privacy and opt-out information.

Simon Leek was an early adopter of CRM methodologies and worked for 25yrs consulting on sales & marketing processes, techniques and supporting technology. For the last 9yrs he has worked exclusively with accountancy practices to help make accountants lives easier through automation of repetitive processes and harnessing the data that exists in practice management with the firms marketing activity. He made a lifestyle choice in 2006 and moved to Cornwall, setting up FibreCRM Limited to provide CRM services to local companies. As the business grew we started to focus exclusively on accountancy firms and in 2019 with 50+ firms using our CRM software we secured £¾ million investment to expand the team and help develop new technology. Shownotes: The rules and typical timescales for bringing a CRM into your accounting firm Critical success factors for accounting firms when implementing CRM Why a dedicated CRM manager is vital for accounting firms 'on the ground' The role that culture plays in successful adoption of a CRM system in an accounting firm The key difference between compliance and advisory work for accountants when it comes to CRM How CRM helps accountants deliver and sell more advisory services The power of an upsell cross-sell matrix and gap analysis given by an accounting firm CRM What the CRM of the future will look like for accountants A relationship tree of 'who knows who' in accounting firms helps internal referrals and cross-sales Why smaller accounting firms have a bigger CRM challenge than larger ones It's a bad idea for accounting firms to build or invest in their own bespoke CRM (https://bdacademy.pro/wp-content/uploads/2020/01/simon_leek.png) Simon loves motorsport. He is a dad mechanic, helping his son, Joe, compete in kart racing. Joe is SouthWest champion for 2019, though Simon admits his CRM skills far exceed his ability to fix a broken go-kart! He is also a keen boating enthusiast and lives on the coast in Falmouth, Cornwall, UK. Contact Simon below: https://www.linkedin.com/in/simonleek/ (https://www.linkedin.com/in/simonleek/) Phone: (44) 203 598 0898 www.fibrecrm.com

In this episode, we are talking about 8 important SEO tips for wedding photographers. You can get show notes here: https://womenwhoexecute.com/8-important-seo-tips-for-wedding-photographers/ Women Who Execute helps female entrepreneurs to plan, prioritize, and execute to take their business to the next level. Subscribe to my channel to get all these tips and tricks so you can work smarter, not harder. I have a sale on my Workbook on Creating your Ideal Bride for Wedding Photographers. It's a fill in the blanks and homework to figure out who you are speaking to so you increase leads! It's normally $29.99, but today it's only $2.99 https://mailchi.mp/362d81b4697b/womenwhoexecuteic You can also get my 50 Content Ideas for Wedding Photographers. Creating content like blog posts and social media posts can be hard. This workbook helps you to be a content creating machine! So what's included? 8 pages of content, 50 Content Ideas For Wedding Photographers, BONUS: 5 "done for you" social media posts where you just fill in the blanks AND you can reuse them over and over including new information! Normally $39.99 but on sale $8.99. https://mailchi.mp/e4638845caa0/womenwhoexecute TOOLS I LOVE: CRM: I use Pixifi for my CRM or Client Relationship Management. They have the best help setting up for any other CRM compared to others I've tried (like Honeybook, Dubsado, ShootQ). To check them out and get a free trial go to https://www.pixifi.com/?r=160b0a Gallery: I use Cloudspot.io. Galleries Designed to Help You Succeed. Made by photographers to simplify your online sales, proofing, and delivery to get back to work photographing. I love the look but I especially love how quickly my clients can download their images with one client. I've used the following galleries (pixiset, smugmug, shootproof) and I love Cloudspot.io the best!. Tailwind: I could NOT handle my social media without tailwind. It helps me to post daily IG posts, fb post, pinterest posts all by spending 30-45 mintues ONCE a week! That's right once a week! Ger your Discount!: https://www.tailwindapp.com/i/jenvazquezphoto You can find me here: Youtube: https://www.youtube.com/channel/UCGWd7WY7IuSLGqOpHJHxf9g Website: htttps://womenwhoexecute.com Facebook fan page: https://www.facebook.com/womenwhoexecute/ Facebook Private Group: https://www.facebook.com/groups/womenwhoexecute/ Instagram: https://www.facebook.com/womenwhoexecute/ Pinterest: https://www.pinterest.com/womenwhoexecute/ Twitter: https://twitter.com/womenwhoexecute Email: jen@womenwhoexecute.com Sponsorships: on for t --- Send in a voice message: https://anchor.fm/wedphotographycoach/message

In this episode, we are discussing Five Tips How I make blogging my weddings EASY and EFFECTIVE! Women Who Execute helps female entrepreneurs to plan, prioritize, and execute to take their business to the next level. Subscribe to my channel to get all these tips and tricks so you can work smarter, not harder. I have a sale on my Workbook on Creating your Ideal Bride for Wedding Photographers. It's a fill in the blanks and homework to figure out who you are speaking to so you increase leads! It's normally $29.99, but today it's only $2.99 https://mailchi.mp/362d81b4697b/womenwhoexecuteic You can also get my 50 Content Ideas for Wedding Photographers. Creating content like blog posts and social media posts can be hard. This workbook helps you to be a content creating machine! So what's included? 8 pages of content, 50 Content Ideas For Wedding Photographers, BONUS: 5 "done for you" social media posts where you just fill in the blanks AND you can reuse them over and over including new information! Normally $39.99 but on sale $8.99. https://mailchi.mp/e4638845caa0/womenwhoexecute TOOLS I LOVE: CRM: I use Pixifi for my CRM or Client Relationship Management. They have the best help setting up for any other CRM compared to others I've tried (like Honeybook, Dubsado, ShootQ). To check them out and get a free trial go to https://www.pixifi.com/?r=160b0a Gallery: I use Cloudspot.io. Galleries Designed to Help You Succeed. Made by photographers to simplify your online sales, proofing, and delivery to get back to work photographing. I love the look but I especially love how quickly my clients can download their images with one client. I've used the following galleries (pixiset, smugmug, shootproof) and I love Cloudspot.io the best!. Tailwind: I could NOT handle my social media without tailwind. It helps me to post daily IG posts, fb post, pinterest posts all by spending 30-45 mintues ONCE a week! That's right once a week! Ger your Discount!: https://www.tailwindapp.com/i/jenvazquezphoto You can find me here: Youtube: https://www.youtube.com/channel/UCGWd7WY7IuSLGqOpHJHxf9g Website: htttps://womenwhoexecute.com Facebook fan page: https://www.facebook.com/womenwhoexecute/ Facebook Private Group: https://www.facebook.com/groups/womenwhoexecute/ Instagram: https://www.facebook.com/womenwhoexecute/ Pinterest: https://www.pinterest.com/womenwhoexecute/ Twitter: https://twitter.com/womenwhoexecute Email: jen@womenwhoexecute.com --- Send in a voice message: https://anchor.fm/wedphotographycoach/message

In this episode, we are discussing 5 simple blogging tips for wedding photographers to book more brides. Women Who Execute helps female entrepreneurs to plan, prioritize, and execute to take their business to the next level. Subscribe to my channel to get all these tips and tricks so you can work smarter, not harder. I have a sale on my Workbook on Creating your Ideal Bride for Wedding Photographers. It's a fill in the blanks and homework to figure out who you are speaking to so you increase leads! It's normally $29.99, but today it's only $2.99 https://mailchi.mp/362d81b4697b/womenwhoexecuteic You can also get my 50 Content Ideas for Wedding Photographers. Creating content like blog posts and social media posts can be hard. This workbook helps you to be a content creating machine! So what's included? 8 pages of content, 50 Content Ideas For Wedding Photographers, BONUS: 5 "done for you" social media posts where you just fill in the blanks AND you can reuse them over and over including new information! Normally $39.99 but on sale $8.99. https://mailchi.mp/e4638845caa0/womenwhoexecute TOOLS I LOVE: CRM: I use Pixifi for my CRM or Client Relationship Management. They have the best help setting up for any other CRM compared to others I've tried (like Honeybook, Dubsado, ShootQ). To check them out and get a free trial go to https://www.pixifi.com/?r=160b0a Gallery: I use Cloudspot.io. Galleries Designed to Help You Succeed. Made by photographers to simplify your online sales, proofing, and delivery to get back to work photographing. I love the look but I especially love how quickly my clients can download their images with one client. I've used the following galleries (pixiset, smugmug, shootproof) and I love Cloudspot.io the best!. Tailwind: I could NOT handle my social media without tailwind. It helps me to post daily IG posts, fb post, pinterest posts all by spending 30-45 mintues ONCE a week! That's right once a week! Ger your Discount!: https://www.tailwindapp.com/i/jenvazquezphoto You can find me here: Youtube: https://www.youtube.com/channel/UCGWd7WY7IuSLGqOpHJHxf9g Website: htttps://womenwhoexecute.com Facebook fan page: https://www.facebook.com/womenwhoexecute/ Facebook Private Group: https://www.facebook.com/groups/womenwhoexecute/ Instagram: https://www.facebook.com/womenwhoexecute/ Pinterest: https://www.pinterest.com/womenwhoexecute/ Twitter: https://twitter.com/womenwhoexecute Email: jen@womenwhoexecute.com Sponsorships: on for t --- Send in a voice message: https://anchor.fm/wedphotographycoach/message

In this episode, we are moving on in Marketing Month all about getting wedding clients during "engagement season". This week I discuss Tips to Creating your Ideal Client for Wedding Photographers. Women Who Execute helps female entrepreneurs to plan, prioritize, and execute to take their business to the next level. Subscribe to my channel to get all these tips and tricks so you can work smarter, not harder. I have a sale on my Workbook on Creating your Ideal Bride for Wedding Photographers. It's a fill in the blanks and homework to figure out who you are speaking to so you increase leads! It's normally $29.99, but today it's only $2.99 https://mailchi.mp/362d81b4697b/womenwhoexecuteic You can also get my 50 Content Ideas for Wedding Photographers. Creating content like blog posts and social media posts can be hard. This workbook helps you to be a content creating machine! So what's included? 8 pages of content, 50 Content Ideas For Wedding Photographers, BONUS: 5 "done for you" social media posts where you just fill in the blanks AND you can reuse them over and over including new information! Normally $39.99 but on sale $8.99. https://mailchi.mp/e4638845caa0/womenwhoexecute TOOLS I LOVE: CRM: I use Pixifi for my CRM or Client Relationship Management. They have the best help setting up for any other CRM compared to others I've tried (like Honeybook, Dubsado, ShootQ). To check them out and get a free trial go to https://www.pixifi.com/?r=160b0a Gallery: I use Cloudspot.io. Galleries Designed to Help You Succeed. Made by photographers to simplify your online sales, proofing, and delivery to get back to work photographing. I love the look but I especially love how quickly my clients can download their images with one client. I've used the following galleries (pixiset, smugmug, shootproof) and I love Cloudspot.io the best!. You can find me here: Youtube: https://www.youtube.com/channel/UCGWd7WY7IuSLGqOpHJHxf9g Website: htttps://womenwhoexecute.com Facebook fan page: https://www.facebook.com/womenwhoexecute/ Facebook Private Group: https://www.facebook.com/groups/womenwhoexecute/ Instagram: https://www.facebook.com/womenwhoexecute/ Pinterest: https://www.pinterest.com/womenwhoexecute/ Twitter: https://twitter.com/womenwhoexecute Tailwind Discount!: https://www.tailwindapp.com/i/jenvazquezphoto Email: jen@womenwhoexecute.com --- Send in a voice message: https://anchor.fm/wedphotographycoach/message

Today we start over a month of preparing for engagement season with Marketing Month. This is week 1 and we'll be discussing Getting More Wedding Clients: Planning Women Who Execute helps female entrepreneurs to plan, prioritize, and execute to take their business to the next level. Subscribe to my channel to get all these tips and tricks so you can work smarter, not harder. I have a sale on my Workbook on Creating your Ideal Bride for Wedding Photographers. It's a fill in the blanks and homework to figure out who you are speaking to so you increase leads! It's normally $29.99, but today it's only $2.99 https://mailchi.mp/362d81b4697b/womenwhoexecuteic You can also get my 50 Content Ideas for Wedding Photographers. Creating content like blog posts and social media posts can be hard. This workbook helps you to be a content creating machine! So what's included? 8 pages of content, 50 Content Ideas For Wedding Photographers, BONUS: 5 "done for you" social media posts where you just fill in the blanks AND you can reuse them over and over including new information! Normally $39.99 but on sale $8.99. https://mailchi.mp/e4638845caa0/womenwhoexecute TOOLS I LOVE: CRM: I use Pixifi for my CRM or Client Relationship Management. They have the best help setting up for any other CRM compared to others I've tried (like Honeybook, Dubsado, ShootQ). To check them out and get a free trial go to https://www.pixifi.com/?r=160b0a Gallery: I use Cloudspot.io. Galleries Designed to Help You Succeed. Made by photographers to simplify your online sales, proofing, and delivery to get back to work photographing. I love the look but I especially love how quickly my clients can download their images with one client. I've used the following galleries (pixiset, smugmug, shootproof) and I love Cloudspot.io the best!. You can find me here: Youtube: https://www.youtube.com/channel/UCGWd7WY7IuSLGqOpHJHxf9g Website: htttps://womenwhoexecute.com Facebook fan page: https://www.facebook.com/womenwhoexecute/ Facebook Private Group: https://www.facebook.com/groups/womenwhoexecute/ Instagram: https://www.facebook.com/womenwhoexecute/ Pinterest: https://www.pinterest.com/womenwhoexecute/ Twitter: https://twitter.com/womenwhoexecute Tailwind Discount!: https://www.tailwindapp.com/i/jenvazquezphoto Email: jen@womenwhoexecute.com --- Send in a voice message: https://anchor.fm/wedphotographycoach/message

How do Sales, Marketing and Client Relationship Management interplay to help accelerate an organization in its growth journey? What is the art and science of it? In this episode, we discuss these three functions and their specific roles in accelerating the growth trajectory of an organization. We also visit the customer journey throughout their relationship with an organization and how to make it their best experience yet!

On this edition of the Infinite Global Podcast, we take a closer look at how firms are learning from sectors outside law to develop their Business Services offering. UK law firms have placed greater importance on recruiting better Business Services staff over the last few years, resulting in brand new roles being developed in areas such as Innovation, Pricing, Diversity & Inclusion, Client Relationship Management and Tech. We sat down with Tim Skipper, Managing Partner at legal recruitment firm Totum Partners, to discuss the increasing investment being made in Marketing and Business Development within the sector, in addition to revealing why his firm has banned the term ‘non fee earner’.

Voice actor and creator of Voiceoverview, Dani States gives us the scoop on tracking and managing your voice-over business, including auditions on pay-to-play-sites. Her voice has been featured on commercials by Pampers, Volkswagen and Amazon Originals Kids to name a few. I leave a few Chocolate Drops; key take-aways from this episode. Don’t leave until you get motivated with weekly Flyin’ Skills from Andrea Daniel. Visit bgvwpod.com to learn More about the Mind Ya Business series on the Black Girl Voiceover World podcast and to take advantage of the sweet deal Voiceoverview has just for BGVW listeners!Sponsored by Voiceoverview.comDani States DaniStates.comMentions: League Of List Builders, Marc Scott, Nimble, Salesforce, Client Relationship Management

*Disclaimer: Apologies in advance, some parts of this interview were a little choppy because of reception issues, I listened to it and the interview still made sense. I will be contacting Katherine to maybe redub the episode upon your request so feel free to send me a message of how it went! Thanks for your support!Welcome to the Wedding Video Boss Podcast, where we talk about the business of being a wedding creative and also a peek into my world as a wedding videographer! I am your host, Paul Santiago.Today we’re talking about CRM and how useful it is for our business, now I have more time to play videogames! Your instructor for today is Katherine Nowak and she’s here to talk about our one of the top CRM’s out there, Honeybook! I hope you’ve been wondering about this topic because it’s coming right at ya in full speed!Katherine Nowak is an organization and process driven advocate that loves helping creatives understand the importance of effective business management tools.She works in business development at HoneyBook. Katherine joined HoneyBook in 2016 after taking a leap leaving a much more corporate job and hasn't looked back since. She spends her days working on the amazing HoneyBook Educator Program and other business development initiatives to help support HoneyBook members. When she's not hard at work helping the freelance economy, you can find her balancing a busy work life schedule, chasing after her 1 1/2 year old daughter, trying to fit in a yoga class and maybe a meal with her husband.Without further adieu, friends let’s welcome, Katherine Nowak!In this episode, i asked: Newest features of honeybook Whats How would CRM help small businesses? How about videographers in particular? Sending brochures? Sending payment reminders What makes you different from other crms? Does it have expense tracking? Migration issue? Storing receipts? What’s your favorite feature that most clients don’t know about? Get your 50% discount courtesy of us!http://share.honeybook.com/boffovideoCredits:Want more? Be a patron and get more stuff! https://www.patreon.com/weddingvideobossThe Wedding Video Boss Podcast hosted by Paul SantiagoBossIG: www.instagram.com/weddingvideobossBoffoIG: www.instagram.com/boffovideoWebsite: www.weddingvideoboss.comFor comments & suggestions email me at: weddingvideoboss@gmail.comSpecial thanks to Ning Wong (@NingWongStudios) for the sexy headshotMusic credit Isaac Joel - Azophi and Isaac Joel - Clavius from www.SoundStripe.com

If you're not familiar with a Client Relationship Management tool, it's an app that allows you to send invoices, keep track of your projects, and can have templated quotes, emails and questionnaires to streamline your workflows and not reinvent the wheel each time to bring on a new client. The tool I've been using for a while is Dubsado, and I've LOVED every feature they roll out. If you want to try out Dubsado, you get 2 free projects, and can use my affiliate link below: https://www.dubsado.com/?c=rwpfriend *Gorgeous image of Dubsado by my girl Jana Bishop Collection

Creating the right structure, infrastructure, engagement model and delivery system is critical to long term advisory success in your firm. From your Client Relationship Management system to preparing for a needs analysis meeting to strategic questioning to dynamic proposals that really sell benefits, this webinar will paint the picture of best practice in a simple 7 step flow that will achieve real results.PRESENTED BY: Mark Holton, Smithink

Managing a long list of projects.  In this week's episode, I answer a question about managing a long list of projects.  Links: Email Me | Twitter | Facebook | Website The Beginners Guide To Building Your Own Productivity System Time And Life Mastery 2018 Edition The Working With… Podcast Previous episodes page SCRIPT Hello and welcome to episode 40 of my Working With Podcast. A podcast created to answer all your questions about productivity, GTD, time management, self-development and goal planning. My name is Carl Pullein and I am your host for this show. This week I have a question that may not affect everyone all the time, but I think it can become a problem from time to time. That is the problem of project overwhelm. Having a very long list of active projects. How do you manage them without missing something important?  But before we get into this week's question I'd like to thank all of you who have enrolled in this year's Time And Life Mastery Course. It's so very exciting to see so many of you there and I am convinced this course is going to change your life for the better. If you haven't enrolled, It's not too late. Details are in the show notes.  Okay, it's time for this week's question, so that means it's time to hand you over to the mystery podcast voice, for this week's question.  This week's question comes from Denrael. Denrael asks: how do you organise when you can have literally hundreds of open projects. I run a Pro Service group, and at any time, we could be engaged in, planning or bidding up to 100 different engagements. That's a Juicy question, Denrael. Thank you.  Before we get into this question allow me to remind you all that we only have twenty-four hours a day. So it really doesn't matter whether you have ten projects or 100. You will always be limited by the amount of time you have each day. This also means it doesn't matter how many tasks you have on your daily task list, you are ultimately limited by the amount of time you have each day. So no matter how heroic you think you are, the powerful force of time will always stop you.  However, for anyone suffering from project overwhelm here are a few tips that might help you become less overwhelmed and more in control. The first step is to go through your projects and see if they really are projects. A lot of projects have become projects by accident and a five-minute spell focused on the project could get it completed and archived.  As you go through your projects ask yourself a number of questions. Questions like “is this an active project?" Or "is this project really important to me?" What you are trying to do is reduce your active project list as much as you can. In a sense, you are pruning so you can give yourself space to breathe and grow. This is a place where you are going to have to be very strict with your criteria. Be very clear about what an active project is and apply that rule very very strictly.  Another way to reduce an active project list is to use a “Someday | Maybe” folder. I find when my active project list starts to bulge it's because I have a lot of “I wish to do” projects. The problem with “I wish to do” projects is they are often not important and were created on a whim. After the passage of a little time, your enthusiasm for the project diminishes and if that is the case either delete it, archive it or just put it into your Someday | Maybe folder. You can always come back to it again later if you wish.  In your specific case Denrael, I see a potential problem. If you are using a task manager app to manage all your customer engagements you are probably using the wrong tool. When you have “literally hundreds of open projects” relate to different customers and clients that sounds very much like a job for a Client Relationship Management system. It is possible to manage a large number of clients in a task management app, but you are going to have to do a lot of hacking and modifying and there is going be the need for a lot of updating. That alone is going to take up time. Time you probably don't have.  I would suggest you look into a robust CRM system to manage all your customers, proposals and bids. That what a CRM system was designed to do and the best ones do that job very well.  Another way to manage a long list of open projects and one of my favourites is to focus your attention on the labels or contexts. The Getting Things Done system was designed for a long list of open projects because you don't focus on the project you focus on the tool, place or person you need in order to complete a task. In your case, you may have a list of bids to follow up on. If you create a label or context such as “follow up” you can access this list every day to check which proposals or bids you need to follow up on next. You can break it down still further by creating labels such as “Follow up by Phone” and “Follow up by email” if a simple follow up label generates a long list.  The reality is if you are having to manage a long list of open projects you have to get very smart. Planning what needs to get done the next day instead of planning what you would like to get done is crucial. But you also need to be looking out further to the rest of the week and the whole month. What projects must be completed this week? What projects must be completed this month? These questions need to be answered every week and every month if you are going to stay on top of everything.  You need to be very clear about what “completed” actually means too. My guess is just sending out a bid, following it up a few days later is not really completing the project. A completed project would be the bid being accepted and the service being delivered. The bidding process is just the start. The outcome you desire is the bid being accepted, a service being delivered and the money owed coming into your business. So how you structure the project may be another area where you can slim down your projects list. You can divide up a project into the different stages. For example, “the bidding stage”, “the delivery stage” and “the collection stage”. Again, if you create labels for each stage it will allow you to filter tasks down to what needs to happen next on each project. These tasks can then be assigned to the right people within your company.  In that example, your projects would be organised by customer or client. Having a templated project you can call up, duplicate and assign to a new customer will save a lot of time and you can pre-populate the project with your process. Most to-do list managers allow you to create templates and the more advanced to-do list managers will allow you to assign dates in the form of “start plus 3 days” etc. This would then allow you to remain focused on your daily task list as that would be an accurate account of what needs to happen that day.  For any of this to work seamlessly requires a lot of good habits. A daily review of work done and work that still needs to be done is a must. On top of that a strong weekly review that assigns some clear objectives on your projects. For example, “get bid to Client B out by Wednesday” and “follow up on Client C on Monday” these tasks need to be prioritised and dated so they come up on the right day allowing you to have enough time to do the necessary work to complete the objective.  There are a few other, little things that can be done to save time. Automating as much of the work as possible using tools such as IFTTT or Zappier and templating forms and regularly written emails can save a lot of time and effort. But it all comes back to the one thing you cannot control. Time.  No matter how much work anyone has, we will always be restricted by the amount of time we have each day. The key is to find ways of reducing the time it takes to complete tasks we have to perform on a regular basis. Thinking in terms of what you are trying to achieve rather than focusing on the tasks can help. This can reduce the number of steps it takes to get a project to completion. Is the goal to follow up on a bid or is the goal to get the business? If the goal is to get the business, one phone call may achieve that, rather than a ten-day follow-up process involving three emails and a phone call.  Managing a long list of projects is always going to be a challenge and there is no one way that will take away those projects. If a project needs doing, it needs doing. Our goal is to find better and more efficient ways to get those projects completed. Never forgetting what your objective is will always help to reduce the list of tasks. A mistake so many people make is they focus on the tasks and not the outcome. Always remember what the desired outcome of the project is, be very clear about what it is you are trying to accomplish and you will go a long way to making even the longest project list manageable.  I hope that has helped, Denrael.  Thank you all for listening and please don't forget if you have a question about productivity, time management, goal setting or self-development then please get in touch by email, Dming me on Facebook or Twitter and I will be very happy to answer your questions.  It just remains for me to wish you all a very very productive week.   

Today's Guest is an Amazing Personality, Barisuka Craig, He is a Software Engineer, Customer Experience Advocate and a Boss in the Industry. He speaks to us about his journey and from his wealth of experiences and also gives us actionable tips for client relationship management, growth and career improvement, today's episode is practical. Do listen, leave comments and have fun.     “Keep trying it is going to get better, keep trying to develop yourself; do know that what you know today will be obsolete tomorrow, never settle” Notes from Today's Episode: Always keep an open mind, know that you don't know everything Hand hold your client till you make the sale We need to do more sharing our stories so people can see behind the scenes and learn People will always have their opinions and notions about you, that should not stop you Communication is key for maintaining good client and customer relationship Make sure you give your customer the best experience, they will come back Wow your customer, they will come back for more – Barisuka Craig   Demystifying myths The Myth most clients have and think your job should be cheap because you are a Nigerian and this is wrong; as a professional you can bill rates that are okay with you, place a premium on what you do, people value premium.     Remember to go out and create Awesomeness, I am looking forward to hearing from you, send in your comments via email:  thecreativeschronicles@gmail.com, remember to subscribe on iTunes, Google Podcast, Spotify and any other podcasting app you use, just search for The Creative's Chronicles Podcast on your podcasting app and subscribe, thank You!   Show Notes: Barisuka Craig on Facebook - https://web.facebook.com/craigprinsprofile97

Today's Extraordinary Women Radio episode is with Leisa Holland-Nelson. Leisa was honored and named one of Houston’s most Influential Women, she is a senior fellow in the American Leadership Forum, one of Mass Mutual’s Most Powerful Women,  a celebrated Entrepreneur by Houston Technology Center, an ABC/Channel 13 Woman of Distinction and a 2017 Greater Houston Women’s Chamber of Commerce Breakthrough Woman. Wow! Leisa shares her journey from her 25 year career in the NYC Fashion industry to launching into tech space in Houston, where she’s spent the past 13 years - as a leader and an influencer. She loves tech and will tell you why in today’s episode! As Leisa declares – “Tech is the new Black!” We talk about riding the wave of life changes, resiliency, creating community and loving on your customer! Leisa is the author and voice of Women Mean Business – a weekly segment focusing on extraordinary women,  which is seen on-line on The Businessmakers Show and heard on 20 radio stations across the US. Amongst all of her significant philanthropic work that she does in the Houston area, Leisa was the co-founder of ContentActive, an award winning web, content development and mobile app company – which she recently merged with Astoundz – where she now serves as Chief Marketing Officer and is responsible for Marketing, Business Development, Client Relationship Management and HR. Leisa has great stories and shares great wisdom. Enjoy! www.astoundz.com, Twitter: @lhnelson  

This episode is all about managing client relationships through the sale and beyond. Peter introduces the six steps in the relational staircase and shows what it takes to move from knowing your name to having a valuable relationship. Then Peter talks about the role that expectations play in maintaining relationships that keep customers coming back […]

Client Relationship Management, or CRM, is a strategy implemented in business to maintain effective knowledge about and connections with your current, previous, and potential clients. Using technology, employees are able to nurture relationships with their clients by tracking conversions and setting notifications. But many lawyers, especially solos and small firm lawyers, aren’t using CRMs; they don’t know the potential value of these systems or even what they are. So why should attorneys bother learning about CRMs? In this episode of New Solo, Adriana Linares discusses CRMs with Michael Chasin, co-founder and CEO of Lexicata, a law firm CRM and client intake software. Michael talks about the foundation of Lexicata and how it has helped many lawyers find and convert leads. He then explains how CRMs can help solo and small firm lawyers with client intake as well as marketing. By touching base with potential clients, we can create a positive, brag-worthy experience. In this way, clients will return with future legal needs and can also become great referral sources. Michael discusses how the right CRM can automate a significant part of this process, making your client feel attended to without taking up too much of your time. He finishes the podcast by talking about how lawyers should go about choosing the right CRM to build a foundation for the future of their solo practices. Michael Chasin is CEO of Lexicata, a CRM and client intake software designed to help law firms and lawyers increase client satisfaction. Michael is also co-founder of both LawKick.com and Lexicata.com. He has his B.S. in Business Administration with an emphasis in Entrepreneurship from the University of North Carolina, and his J.D./M.B.A. from Loyola Law School. Special thanks to our sponsors, Solo Practice University and Clio.

Join CoreNet Chicago for our last luncheon program of 2014. Business strategies shift and real estate projects take a long time to deliver. This program explores the rarely discussed and often over-looked world between strategy and execution, and suggests the feedback loops necessary to avoid delivering product that is mis-aligned with the business strategy. The Chicago chapter is pleased to be joined by Sarah Abrams, CoreNet’s 2013 CRE Executive of the Year, who will present a program that is extremely popular at CoreNet Summit events! Speaker: Sarah K. Abrams, Senior Vice President, Global Real Estate, Iron Mountain; Core Net Global CRE Executive of the Year, 2013

Pamper Your Biz offers business support to small business owners in the areas of Administrative Services, Marketing support, Bookkeeping, Client Relationship Management, and Human Resources I offer consistent professional services to meet the business support needs of my clients.  In addition, my knowledge consisting of 20+ years of executive support and management is a plus.    The secret to my success is giving, helping, and serving other small business owners.  

If you've followed this podcast or attended one of my keynotes on project management or leadership, you've likely caught onto my bias that the biggest successes, the biggest joys, the biggest failures, and the biggest stresses often come down to the same thing: people. Project management is ultimately people management. Success with people management--and thus project management--can significantly depend on our effectiveness in areas such as communication, influence, and building relationships. One of the freshest voices on the people side of project management is consultant Dave Po-Chedley, PMP, author of Client Relationship Management: How to Turn Client Relationships into a Competitive Advantage. I had the opportunity to catch up with Dave recently and look forward to sharing that interview with you in this episode. I invite you to learn more about Dave and the work of Cambridge Consulting (http://www.cambridgeconsult.com and http://www.pminsight.us). I want to let you know that Dave has graciously made two copies of his book Client Relationship Management available to our listeners. If you are a Premium Subscriber you are automatically entered into the drawing. If you're not a Premium Subscriber, send me an e-mail with “Book Drawing” as the subject. Two of our listeners will get Dave's book sent to them for free. One last thing: I received a message from a listener that I wanted to share with you: Hi Andy, I attended your 1-day tutorial at Better Software in June. That session was worth the price of the whole trip. Great, transformative stuff! I have since changed my listening habits in the car: I listen to management podcasts now. I decided to propose the Outlaw Team idea to my boss who leads an entire division in my company. He liked the idea and had me present it to his weekly leadership meeting. All the VPs liked the idea, with some suggestions. I then suggested action items to move it forward. My boss volunteered me to carry the ball. Yikes! Now I have to try and be the Andy Kaufman of our company. Nah. I'll just be me and see where we get. Never thought I'd go from eager student to mentoring others in leadership skills. Thanks for your great work! Charlie Well, congratulations to Charlie for taking action on the learning! Charlie also became a Premium Subscriber to this podcast. Are you a Charlie-kind-of-person, one who has a passion for developing themselves and those around them? If so, I recommend you join Charlie as a Premium Subscriber to The People and Projects Podcast! It's a great deal and provides you with additional tools for self and team development. Visit our website for details, including a discount available on the Annual Subscription. Thanks for joining us for this episode of The People and Projects Podcast! Have a great week! Download the episode