Podcasts about client relationships

In this conversation, Frank Lauletta and Chris Marrone discuss their experiences and insights as legal professionals, focusing on the importance of understanding clients' businesses, the evolving landscape of legal services, and the unique approach of their law firm. They explore the motivations behind their work, the client experience, the pros and cons of big law firms, and the significance of a team-oriented approach in legal practice. Additionally, they share their entrepreneurial ventures in real estate and emphasize the importance of creating a positive work environment within their firm. Ultimate Show Notes: 00:01:06 - Introduction of Frank Lauletta and Chris Marrone 00:02:04 - Discussion on the Importance of Client Relationships 00:04:29 - The Experience of Working with Lawyers 00:12:08 - Spectrum of Legal Advice Options 00:14:32 - Pros and Cons of Big Law Firms 00:20:38 - Unique Team Approach and Apprenticeship Model 00:25:17 - Company Culture and Employee Satisfaction 00:27:00 - Closing Remarks and Contact Information Connect on Social: Business Law Firm in NJ | Corporate Law Firm in Philadelphia | Lauletta Birnbaum Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

Can AI agents actually reduce your workload—or just add hype? Blake demos how he rebuilt bill-entry “Hubdoc-style” in about an hour with Zapier Agents, then maps out why most AI pilots fail without documented workflows and human approvals. Plus: PwC's plan to hire one-third fewer grads, juniors supervising AI, HMRC scanning social posts for tax gaps, and fresh salary and pricing benchmarks. Learn where AI truly fits—and how to price with confidence.SponsorsRelay - http://accountingpodcast.promo/relayTeamUp - http://accountingpodcast.promo/teamup Human at Scale - http://accountingpodcast.promo/humanDigits - http://accountingpodcast.promo/digitsChapters(05:36) - AI Agents: Hype vs. Reality (07:49) - AI's Impact on Corporate America (10:28) - Challenges in AI Integration (19:11) - PWC and AI: Training the Next Generation (21:43) - Building AI Agents with Zapier (41:00) - Human at Scale: Transforming Accounting Firms (42:34) - Live Stream Chat and AI Future (45:14) - Outsourcing vs. AI in Business (46:37) - AI in Accounting: Supervision and Customization (48:33) - Intuit's Q4 Earnings and QuickBooks Live (51:00) - AI's Impact on Accounting Jobs and Tools (59:48) - UK's AI Tax Fraud Detection (01:03:27) - Accounting Salary Survey Results (01:13:40) - Client Relationships and Free Speech Issues (01:18:18) - Conclusion and CPE Information  Show NotesThe GenAI Divide: State of AI in Business 2025 (MIT NANDA Report)https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/Getting a job at PwC out of college will be a lot tougher. It plans to recruit a third fewer grads by 2028 https://www.aol.com/getting-job-pwc-college-lot-120316405.htmlHMRC uses AI to spot tax fraud on social media https://www.accountancyage.com/2025/08/12/hmrc-uses-ai-to-spot-tax-fraud-on-social-media/The 2025 Accounting Today Salary Survey: Sweetening the deal https://www.accountingtoday.com/news/the-2025-accounting-today-salary-survey-sweetening-the-deal2025 U.S. Accounting and Tax Pricing Benchmark (Ignition) https://www.ignitionapp.com/us/2025-accounting-tax-pricing-benchmarkTaxDome Releases First-of-Its-Kind 2025 Niche Business Accounting Report https://www.morningstar.com/news/pr-newswire/20250819ph53815/taxdome-releases-first-of-its-kind-2025-niche-business-accounting-report2025 Niche Business Accounting Report (TaxDome) https://taxdome.com/niche-report-2025Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

In this episode of the Real Estate Pros podcast, Kristen Knapp interviews Paul Voutsas, founder of PVIM, who shares his journey into the commercial real estate industry. Paul discusses the challenges and intricacies of commercial leasing, the importance of client relationships, and the lessons he has learned throughout his career. He emphasizes the need for resilience and strategic thinking in navigating the real estate market, as well as the significance of maintaining strong communication with clients. Paul also shares insights into his future aspirations and growth strategies for his brokerage.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Tom Fields, CFP,® CEO of Fynancial, started his business to solve a problem he identified in the wealth management space: communication channels hadn't evolved for the modern world. He developed Fynancial, a digital communications platform for RIAs, so advisors could offer clients a centralized digital experience on a mobile app. We sat down with Tom to get insight into how advisors can generate conversation and grow their practices by simplifying the client experience.

Are you looking to boost your credit union's loan portfolio? Want to stay ahead in the competitive world of financial services? In this episode of Credit Union Conversations, host Mark Ritter, CEO of MBFS, sits down with Todd Stauffer, our seasoned Relationship Manager in Western Pennsylvania, to share insights on succeeding in commercial banking. From navigating market trends to leveraging speed to market for a competitive edge, Todd reveals strategies to help credit unions thrive. Tune in to learn how to adapt to changing interest rates and build lasting client relationships!IN THIS EPISODE: (00:00) Intro: Meet Todd Stauffer(02:17) Advice for young professionals emphasizing hard work for growth in banking and financial services(06:11) Borrowers are adapting to higher interest rates, reflecting changes in credit union lending(06:55) Varying rate expectations across markets, important for competitive lending in credit unions(07:15) Investors accepting lower loan-to-value ratios, relevant to commercial real estate lending(09:16) Speed to market as a competitive edge for credit unions against big banks(13:17) Maintaining high pull-through rates in loan applications, critical for credit unions KEY TAKEAWAYS: Hard work and discipline are critical for achieving long-term success in financial services and commercial banking, requiring professionals to stay resilient, adapt to setbacks, and consistently execute well-thought-out plans to thrive in dynamic market trends.Credit unions secure a competitive edge through rapid speed to market and transparent communication, setting them apart from larger banks by offering tailored lending solutions and fostering trust in client relationships.Borrowers are demonstrating adaptability to higher interest rates and investors are accepting lower loan-to-value ratios, showcasing resilience in commercial real estate markets, which enables credit unions to support robust lending opportunities despite economic shifts.RESOURCE LINKS:Mark Ritter - WebsiteMark Ritter - LinkedInTodd Stauffer - LinkedInKEYWORDS: Credit Union, Financial Services, Todd Stauffer, Mark Ritter, MBFS, Commercial Banking, Loan Portfolio, Western Pennsylvania, Borrower Adaptation, Interest Rates, Real Estate, Speed To Market, Competitive Edge, Client Relationships, Market Trends, Career Guidance, Credit Union, changes in credit union lending

What separates lawyers who struggle from those who thrive? In this special Part 2 of Be That Lawyer Live, you'll discover how our guests integrate authenticity, focus, and thought leadership into their daily practice to create long-term growth. You'll hear how staying true to yourself, choosing opportunities wisely, and turning passions into professional strengths can open unexpected doors. This is not about chasing quick wins—it's about building a practice that's sustainable, rewarding, and deeply connected. Lean in, because what you'll hear today will challenge how you see your career and your future. In this episode, Steve, Tina, John, and Leslee discuss:The importance of authenticity in building and sustaining client relationshipsBalancing personal life, career demands, and business development commitmentsCreative strategies for leveraging events, panels, and thought leadershipMaintaining consistency and momentum in rainmaking efforts over the long term Key Takeaways:Sharing authentic parts of who you are—whether it's your passions, personal stories, or even hobbies—creates deeper connections with clients and colleagues, making business development feel more natural and sustainable.Learning to say “no” to opportunities that don't align with your goals or values is just as critical as saying “yes,” because it protects your time, energy, and ability to excel in the areas that truly matter.Positioning yourself as a thought leader through speaking on panels, moderating events, and writing articles not only demonstrates expertise but also consistently attracts the right kind of clients and referrals.Long-term success in rainmaking comes from treating business development as an ongoing habit integrated into daily life, rather than a separate task, so it becomes part of who you are and how you work. "Bottom line, listen. You have to listen to what people are saying… because that is how you end up developing an authentic relationship." —  Tina Martini "You can't underestimate the trust factor here, the likability factor here, the authenticity factor here… when somebody trusts you and believes in you to such a degree that you can handle their legal matters all under one roof." —  John Sciaccotta "If someone invites you to an event, go… if someone wants you there, be there… and then for me, the biggest thing… is just constant giving. And I'm really, I'm not even like, this is authentically me… always thinking about how to help someone else. " —  Leslee Cohen Check out my new show, Be That Lawyer Coaches Corner, launching August 25, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About our Guests:Tina Martini is a partner at McDermott Will and Schulte, specializing in intellectual property. [LinkedIn | Website]John Sciaccotta is a partner/lawyer at Aronberg Goldgehn, a business litigator, and past president of the Chicago Bar Association [LinkedIn] | Website].Leslee Cohen is the managing partner at AllRise Legal, working with startups from seed to exit [LinkedIn | Website].Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode of the Real Estate Pros Podcast, Odest Riley shares his unique journey into the real estate industry, transitioning from a finance background to property management. He discusses the importance of client relationships, the differences between commercial and residential property management, and the challenges faced in the industry. Odest also emphasizes the need for a solid infrastructure in property management and outlines his future goals for expansion.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Topics Discussed:04:23 – Automation with a Personal Touch 07:27 – Using CRMs for Authentic Engagement 10:07 – What Pandemic-Era Tech Is Still Relevant 13:42 – Virtual Showings & Sight-Unseen Success 17:00 – AI Tools: Predictive Data, Staging & Copywriting 24:04 – Smart Tech for Pre-Qualifying Clients 29:11 – Data vs. Insight: How to Interpret What Matters 36:07 – Using Tech to Save Time, Not Replace Relationships43:09 – Final Thoughts: Tech That Strengthens Trust

Master client engagement and outbound sales with special guest Chris Bussing, a seasoned sales expert with a wealth of experience from Google and Oracle. Listen in as Chris shares his compelling journey of transforming cold calls into warm relationships. Mark and Chris explore the art of thorough preparation and strategic research, understanding why clients might switch from competitors, and how aligning your pitch with their current initiatives can make all the difference. With an emphasis on intention, mindset, and tone, Chris explains how acknowledging objections rather than resisting them can turn a single connection into a career-defining opportunity. Learn how reaching out to various personas, from C-level executives to end users, can strengthen messaging and improve follow-up strategies. Additionally, discover the power of momentum bias, using countdowns for psychological wins, and the value of thoughtful engagement on LinkedIn.

In this episode of the Real Estate Pros podcast, Kristen Knapp interviews James McKibban, a mortgage lender at Movement Mortgage. They discuss James's journey into the mortgage industry, the importance of experience and communication in lending, and the common mistakes first-time homebuyers make. James shares insights on the significance of treating every client equally, the challenges of navigating licensing across states, and the compliance landscape in lending. He also offers advice for aspiring mortgage lenders and emphasizes the importance of creativity in problem-solving within the industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Lucas Sherraden hosts Tomas Schramme from the Team Kristen Schramm in San Antonio, Texas. They explore how Tomas transformed the team with innovative marketing, customer-centric service, and a focus on real relationships. Tomas shares insights on the power of branding, honest messaging, and effective team management. He also discusses strategies for maintaining client loyalty and the importance of living by a structured calendar for real estate success. Discover the keys to building a strong real estate business in this engaging discussion. Connect with Tomas at https://www.sahomeguide.net/ ---------- Be sure to leave a rating and review and don't forget to go to www.builthow.com and register for our next live or virtual event. Part of the Win Make Give Podcast Network

In this episode of the Real Estate Pros podcast, Kristen Knapp speaks with Denise Madan and Joel Freis, a successful real estate team based in South Florida. They discuss their journey into real estate, the importance of trust in partnerships, and the dynamics of the Florida real estate market. The conversation covers their diverse range of properties, effective pricing strategies, and valuable lessons learned throughout their careers. They also emphasize the significance of building a strong client network and staying connected with their database.  Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of The MindShare Podcast, David Greenspan breaks down how to turn casual connections into profitable, long-term client relationships.We'll cover:The difference between basic networking and real relationship buildingA 4-step follow-up framework that converts without feeling salesyHow to manage expectations so you don't take rejection personallyWhy combining online and offline presence creates a “celebrity effect” in your marketPlus - David shares updates on the Ontario REALTORS Care® Foundation Ride for Shelter and how you can support the cause, along with a reminder that only a handful of seats remain for the MindShare Mastermind in Toronto this September.If you want to grow your real estate business, strengthen your referral network, and close more deals - this episode gives you the exact playbook.Episode Highlights:Networking vs. Relationship Building – Move beyond collecting business cards and start building trust-driven connections.The Follow-Up Framework – A step-by-step process for 24-hour touch, short-term nurture, long-term relationship building, and context-driven conversion.Mindset of Expectations – Learn when to take a “no” personally, and when to let it roll off your back.Multi-Channel Presence Wins – How pairing YouTube or Instagram with door-knocking can make you the go-to local expert.Links & Resources Mentioned in This Episode:

In this episode of the Investor Fuel podcast, host Michelle Kesil interviews Doug Wood, a seasoned real estate professional from the Tampa Bay area. Doug shares insights into his journey in real estate, the importance of administrative support, and how he navigates market changes. He discusses the significance of educating clients, overcoming challenges in transactions, and offers valuable advice for new agents. Doug also highlights the unique aspects of the Florida market, his approach to client relationships, and his plans for expanding into luxury condominiums and commercial real estate.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Real Estate Pros podcast, Kristen Knapp interviews Roger Gauvreau, a realtor in the San Antonio market. Roger shares his unique journey from the restaurant industry to real estate, emphasizing the importance of resilience and mindset during challenging times. He discusses the joy of helping clients achieve their dream of homeownership and the significance of building personal relationships in the real estate business. Roger also provides valuable insights on how to establish a client base and the power of referrals in achieving success. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Heartspoken Notes for Genuine Connection with Elizabeth Cottrell (The Price and Value Journey, Episode 143) In this episode of The Price and Value Journey with host John Ray, Elizabeth Cottrell shares how the simple act of writing a heartfelt note can create genuine connections, open up opportunities, and make a lasting impression in both business and […]

To get more information about booking a consulting day with Vince, please do one of the following:Send a direct email to Vince to bypass his sales team: vince@gabrielefitness.comClick the link below and fill out the form:https://coaching.vincegabriele.com/ Podcast SummaryIn episode two of the Long Island Gym Tour, Vince visits a gym owner facing one of the toughest challenges in business—having to move his entire operation after 12 years, relocating nearly 600 members on short notice. Despite incomplete renovations and other gyms trying to poach his clients, the owner's strong relational equity has kept members paying, even without access to the facility. Vince breaks down strategies to not only survive such disruptions but also boost revenue by increasing the percentage of higher-paying memberships. He shares specific tactics for upselling current members, improving onboarding processes for new members, and maintaining communication during downtime to keep clients engaged and loyal. Top 5 PointsRelational Equity is Survival Insurance – Build deep relationships with clients and staff so that in times of crisis, members stay committed and supportive.Track Membership Level Ratios – Measure the percentage of clients on higher-value memberships and create goals to increase that share.Upsell Current Clients – Offer existing members upgrades (e.g., from basic to class memberships) through targeted promotions and trial periods.Optimize Onboarding – Give every new member access to your highest-value services for the first month so they experience your best offering upfront.Maintain a Communication Pulse – Regularly update inactive or on-hold members with construction progress, news, and personal touchpoints to keep them connected to your business. To get more information about booking a consulting day with Vince, please do one of the following:Send a direct email to Vince to bypass his sales team: vince@gabrielefitness.comClick the link below and fill out the form:https://coaching.vincegabriele.com/ If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

Technology enabled, people-focused Customer Service With Matt Whitmer. In today's episode, we're thrilled to welcome Matt Whitmer into the studio. Matt is the Chief Revenue Officer and SVP of Marketing at Mosaicx, a conversational AI provider. He has over 15 years of experience in senior leadership focused on CX and enterprise client relationships. What we cover in this episode: It's all about meeting customers where they are in their journey. Customers want to trust the brands they work with. Customers want to feel like they are being helped, not "sold." Build conduits within your organization to ensure open communication and to bust silos.  The best customer experience is enabled by tehcnology and AI but diven by people. Subscribe, review, and share this episode to help more leaders bring passion and purpose to their organizations.   Links & Resources:

Recorded live in front of an energetic and idea-filled crowd at the first-ever RISE Conference, this episode captures the real-time laughs, insights, and off-the-cuff wisdom of Kyle Hunt. From basketball stories and trumpet solos gone wrong to deep dives on estimating, hiring, and the heart behind how much is enough, this live Q&A hits both the practical and personal sides of remodeling business ownership. Plus, you'll hear: Why gray socks might be Kyle's golf superpower The lessons of playing it safe in business—and what finally pushed Kyle to grow Insights on brilliant jerks, design-to-production breakdowns, and raising a teenage entrepreneur An emotional tribute to the clients and community that made the RISE Conference possible Let's just say—next year's live podcast might need a video camera. ----- Thank you to our RISE Conference Sponsors: CGN (Contractor Growth Network) Builder Funnel JobTread DreamMaker Bath & Kitchen Contractor in Charge Squirrel Solutions Seabrook Design Co. Also highlighted in this episode: Homes for Hope – a nonprofit organization fighting global poverty through microfinancing and training in partnership with the building industry. Learn more at homes4hope.org ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights! ----- Takeaways This conference is not about me. It's about you. Building a remodeling business is a long-term game. I have not been a very heavy risk. Charging for design and project development has a positive ripple effect. How much is enough? Brilliant jerks need to change from brilliant jerks to brilliant, not as jerky. The quality of your team is a huge indicator of success. Every moment is holy and should be cherished. Think differently about a showroom to enhance client experience. I get emotional easily when expressing gratitude.  ---- Chapters 00:00 Introduction to the Rise Conference 00:09 Kickoff of the Live Podcast Recording 01:12 Reflections on the Conference Experience 06:12 Personal Stories and Lessons Learned 08:45 Business Growth and Hiring Strategies 10:33 Operational Changes for Efficiency 13:13 Understanding Financial Goals 15:27 Client Relationships and Marketing 16:45 Estimating and Project Management 19:52 Strengthening Design to Production Connections 21:43 Promoting from Within vs. Hiring Externally 24:34 Golf Game and Personal Growth 27:23 Coaching and Improvement in Business 28:31 Exciting Raffle Drawings 30:38 Unreasonable Hospitality in Business 32:39 Nonprofit Impact in the Building Industry 33:49 Engaging with Sponsors and Partners 36:14 Maintaining Energy at Conferences 36:40 Addressing Team Negativity 40:38 Creating a Positive Work Environment 43:26 The Role of Showrooms in Business 46:11 Future Plans and Peer Groups 47:44 Kyle's Journey to Business Coaching 50:23 Rapid Fire Questions and Fun Moments 56:41 Gratitude and Closing Remarks

In this episode of the Investor Fuel podcast, host Michelle Kesil speaks with Andrea Camporesi, a luxury real estate expert in Miami. Andrea shares insights into the luxury market, emphasizing the importance of service and client relationships. He discusses his networking strategies, the challenges he faces in real estate, and his future growth plans, including creating concierge services for high-end clients. Andrea also provides valuable investment advice for new investors, highlighting the benefits of leveraging bank financing to maximize equity. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

What if the hardest transaction you face becomes the one that teaches you the most? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with top-producing agent Delaney Henderson to uncover the mindset, grit, and strategies that catapulted her from a burned-out paralegal in DC to one of Northeast Florida's most respected and relatable real estate mentors. Delaney doesn't sugarcoat the truth—she opens up about industry misconceptions, failed transactions, emotional burnouts, and the quiet resilience required to succeed in a chaotic market. Delaney shares the deeply personal reasons she journals every transaction, how mentoring new agents forces her to stay sharp, and why authenticity, handwritten notes, and a picture of her dog on a business card transformed her lead generation game. This conversation is raw, real, and rich with advice every agent—rookie or seasoned—should hear. Loved Delaney's insights? Share this episode with a fellow agent or mentor! Don't forget to subscribe, rate, and leave a review on your favorite podcast platform. Looking to connect with Delaney or join Momentum Realty? Reach out via social or tune in to future episodes for more mentorship magic!   Highlights: 00:00 – 04:20 Early Roots & Real Estate DNA Growing up in a real estate family Misconceptions about the daily grind The contrast between childhood exposure and adult reality Why real estate looked easier from the outside How the industry constantly pivots 04:21 – 10:02 Learning Through Transactions Why every agent should keep a diary Documenting daily wins and losses Lessons learned from tough deals How journaling builds better systems Emotional growth from reflecting on your process 10:03 – 17:40 The Power of Mentorship Becoming a mentor at Momentum Realty What most new agents don't know they don't know Tailoring mentorship to each agent's strengths Mentorship as a way of giving back Transparency and honesty as teaching tools 17:41 – 25:20 Hard Conversations & Market Realities How to set healthy boundaries Why it's okay to fire clients Working through unrealistic seller expectations Why the market data matters Building trust by managing client psychology 25:21 – 36:10 Building Relationships That Pay Off Treating other agents like partners The value of follow-up and communication Why agents should never skip the call The ripple effects of burning bridges How reputation wins in a competitive market 36:11 – 1:14:22 Grit, Growth, and Gratitude When everything goes wrong—three closings and two lost offers Calling mentors during emotional breakdowns Why failure often precedes better outcomes Staying consistent with past clients The love of the work, despite the setbacks   Quotes: “Some people come to me thinking they'll never buy a home—and a month later, we're at the closing table.” – Delaney Henderson “Even if I have no business, that's better than working with difficult people who make my life stressful.” – Delaney Henderson “Top agents make it look easy—but they rarely show how devastating some transactions can be.” – Delaney Henderson “You don't burn bridges in real estate. You'll always run into them again.” – Delaney Henderson   To contact Delaney Henderson, learn more about her business, and make her a part of your network, make sure to follow him on his Instagram, Facebook, and LinkedIn.   Connect with Delaney Henderson! Instagram: https://www.instagram.com/soldbydelaney Facebook: https://www.facebook.com/soldbydelaney LinkedIn: https://www.linkedin.com/in/delaneyhenderson/   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #DelaneyHenderson #MentorshipMatters #RealEstateAgentLife #TopAgentTips #RealEstatePodcast #WomenInRealEstate #FloridaRealtor #RealEstateGrit #RealEstateMentor #MomentumRealty #NewAgentSupport #RealEstateGrowth #ClientFirst #PropertySuccess #ListingTips #BuyersJourney #RealEstateTruth #AgentMindset #AuthenticSelling

On this episode we welcome Merri Jo Cowen, CEO of Stellar MLS, for a captivating discussion spanning her 42-year career in real estate. Merri Jo shares invaluable lessons from leading through decades of change, from manual listings to the digital age. Discover Stellar MLS's groundbreaking data-sharing partnership with CRMLS and BrightMLS, hear about the future of MLS consolidation, and gain profound insights into leadership, culture, and why cooperation is the bedrock of the industry. This episode offers essential perspectives for every real estate professional. Connect with Merri Jo on - LinkedIn. Learn more about Stellar MLS on - Vimeo - LinkedIn - Instagram - Facebook or online at stellarmls.com. You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/   Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube - Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com.   Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/  

In this episode of the Investor Fuel podcast, host Q Edmonds speaks with luxury photographer Danny Garcia, who specializes in real estate media. Danny shares his unique journey from law enforcement to photography, emphasizing the importance of customer service and building relationships in the real estate industry. He discusses his approach to coaching agents on how to present themselves on camera and the significance of treating clients well to ensure repeat business. The conversation also touches on Danny's future goals for scaling his business and empowering others through his coaching program. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Real Estate Pros podcast, host Kristen Knapp speaks with Evan Wagley, a realtor in San Diego. They discuss Evan's journey into real estate, the importance of mindset, and the significance of building strong client relationships. Evan shares his experiences in the real estate market, particularly focusing on his specialty in inheritance and probate sales, and how he finds fulfillment in helping clients navigate these challenging situations. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Real Estate Pro Show, host Erika interviews Andy Lee, a seasoned expert in real estate and tax planning. They discuss Andy's journey into real estate, the significance of tax planning, and the benefits of Qualified Opportunity Zones. Andy emphasizes the importance of due diligence in property evaluation and shares insights on navigating challenges in real estate transactions. He also highlights the value of building trust and relationships within the industry to succeed. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Starting a business is hard.Starting one with your spouse? That's a whole different level of risk.In this episode, I sit down with Joe Fraher, an architect who, alongside his wife Liz, built a boutique design and build firm in Central London, right in the middle of the 2008 financial crisis.Joe shares the real story behind how they made it work: from opposite views on risk, to navigating financial pressure, managing a growing team, and raising a family at the same time. He opens up about going sober, leading through chaos, and the mindset it takes to grow something meaningful without losing your relationship, or yourself.This is an honest conversation about ambition, business, marriage, and the messy parts in between.Giving up alcohol to take control of his life againRedefining success beyond money and titlesTeaching his children about wealth, risk, and responsibilityBalancing love, family, and business without losing eitherAnd why the future of construction lies in digital manufacturing and AIThis is a raw and revealing conversation about what it really takes to build something meaningful, and the mindset shifts required to survive it.00:00 Introduction to Risk-Taking00:41 Starting the Business Journey00:57 Architectural Services and Turnkey Solutions02:08 Challenges and Growth in Architecture03:29 Navigating Redundancy and Building a Business07:52 Managing a Growing Team09:14 The Importance of Risk and Ambition11:08 The French Alps Project15:15 Hiring and Team Dynamics22:25 Education and Career Pathways29:02 Client Relationships and Long-Term Projects31:49 Liz's Role in the Business32:14 The Importance of Listening to Clients32:44 Emotional Investment in Projects35:22 Client Profiling and Matching37:55 Trust and Transparency in Business38:34 Adapting to Economic Challenges45:35 Leveraging AI in Business52:32 Financial Education and Generational Wealth01:02:55 Leveraging Good Debt01:03:36 The Pitfalls of Bad Debt01:05:02 Balancing Risk in Family and Business01:06:23 Aligning Ambitions with Your Partner01:09:36 The Future of Work and Personal Goals01:13:32 Challenges of Entrepreneurship01:14:44 The Impact of Government Policies on SMEs01:25:59 Personal Habits for Success01:30:42 Concluding ThoughtsDiscover Joe and FraherWebsite - https://www.fraher.co/Instagram - https://www.instagram.com/frahergroup/LinkedIn - https://uk.linkedin.com/in/joseph-fraherGet In TouchLinkedIn - www.linkedin.com/in/jay-lawrence-5a4b3357/Website - ambitiousmindspodcast.comInstagram - www.instagram.com/ambitiousmindspodcast Hosted on Acast. See acast.com/privacy for more information.

What if the fastest way to grow your business was simply…asking? Referrals aren't just nice to have–they're the most trusted and efficient way to land new clients. But most business owners either forget to ask or are concerned about appearing too pushy. This week, we're joined by Brandon Barnum, CEO of HOA.com and author of Raving Referrals. After growing his income 10X in only 18 months by mastering referrals, Brandon now helps business owners grow through genuine relationships, strategic partnerships, and repeatable systems. How to Ask for Referrals Without Feeling Salesy Brandon shares a simple 3-step framework you can start using right now. You'll learn how to set the stage early in a client relationship, spot the moments when people are primed to refer you, and ask in a way that feels natural and service-led. If you've ever hesitated to ask, this conversation will show you exactly how to do it confidently. How to Make Referrals a Core Part of Your Business If you want consistent referrals (don't we all?), Brandon walks through the systems and habits that keep your brand top of mind. From building your personal “Top 50” referral list to using simple co-marketing strategies with trusted partners, you'll learn how to create a referral engine that keeps working in the background, without adding to your daily workload. Enjoy this episode with Brandon Barnum… Soundbytes 16:11 - 16:24 “Find people that are serving your perfect prospects every day. They're already talking to the people that you want to help, and what you want to do is package yourself as the solution to their challenges.” 20:28 - 21:12 “There's three places that you get your business and referrals. Number one, your clients. Number two is your social sphere, and that's everybody on social media. It's also everybody that's in your phone…and number three, professionals and businesses that serve your perfect prospects every day. I call that complimentary businesses.” 08:59 - 09:12 “Step one is set the stage. Step two is to listen for the referral triggers, and then step three is to A, S, K, to G, E, T. You got to ask the right way at the right time when someone is a peak referral state” Quotes “84% of B2B sales start with a referral. So if you're selling to business owners, you better be working by referral.” “When someone's referred to you, they're 400% more likely to hire you.” “The biggest gap that I see when it comes to referrals is that people don't ask for them.” “People don't refer you because they want to help you. They refer you because they want to help solve the challenge of someone else.” Links mentioned in this episode: From Our Guest Website: https://ravingreferrals.com/ Connect with Brandon Barnum on LinkedIn: https://www.linkedin.com/in/brandonbarnum/ Connect with brandiD Download our free guide to learn 16 crucial website updates that attract more leads and convert visitors into clients: https://thebrandid.com/website-tweaks/ Ready to elevate your digital presence with a powerful brand or website?  Contact us here: https://thebrandid.com/contact-form/

In this episode of Command Control Power, the hosts are joined by returning guest Adam Rice of Ask Adam. They discuss the challenges and benefits of being a solo tech support consultant, including balancing large business clients with residential work. Adam shares his innovative equitable pricing model, designed to make tech support accessible to everyone, regardless of their financial situation. The conversation also touches on tools like TailScale and Alectrona Patch, effective strategies for leveraging tech tools as a solo consultant, and the nuances of building and maintaining client trust in both residential and business settings. 00:00 Introduction and Welcome Back, Adam Rice! 00:28 Adam's Background and Living in Philadelphia 02:08 Residential vs. Business Clients 02:47 Solo Consulting and Family Involvement 06:45 Challenges of Hiring and Subcontracting 16:35 Marketing Strategies and Client Demographics 21:39 Private Equity and Client Stability 27:20 Navigating Business Without Contracts 28:33 Shifting Focus to Residential Clients 29:58 The Importance of Client Relationships 31:47 Discussing Business Rates and Models 32:54 Implementing Equitable Pricing 35:03 Challenges and Benefits of Sliding Scale Pricing 48:58 Tools and Techniques for Business Efficiency 57:53 Concluding Thoughts and Future Plans

Episode OverviewIn this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Lauren Jeffery, a registered psychotherapist, certified executor advisor, and doctoral researcher who brings a fascinating perspective to the advisor-client relationship. Lauren's unique journey from compliance trainer in financial services to psychotherapist working with vulnerable populations has given her powerful insights into what truly makes client relationships successful.They explore the biopsychosocial framework for understanding clients, why emotional engagement is essential for building trust, and how advisors can move beyond surface-level conversations to create deeper, more meaningful connections. Lauren shares practical strategies for becoming a better listener, asking the right questions, and creating space for client reflection—all critical skills for the advisor of the future.Key Quote"Be respectfully curious." — Lauren JefferyKey TakeawaysThe biopsychosocial framework helps advisors understand clients as whole people—considering their biology, psychology, and social circumstances together.Therapeutic alliance principles from psychotherapy can dramatically improve advisor-client relationships and outcomes.Emotional engagement is non-negotiable—advisors must be willing to acknowledge and discuss what's really happening in their clients' lives.Silence and follow-up questions are powerful tools that create space for clients to reflect and share deeper insights.Self-awareness is critical—advisors must understand their own biases and social identity to serve clients effectively.Sound Bites"We need to stop for 24 hours and breathe.""Clients come to us looking for help—oftentimes they bring us their peanut butter sandwich problem.""The better the therapeutic alliance, the better the outcomes.""Be respectfully curious—that one small question can shift a whole relationship.""The advisor of 2040 needs to be a therapist."Topics Discussed02:47 — Understanding Biopsychosocial Theory and Its Application to Financial Advisory09:02 — Building Stronger Relationships with Clients Through Emotional Engagement14:49 — The Art of Listening and Asking the Right Questions22:45 — Moving Beyond Surface Issues to Address Deeper Client Needs29:56 — The Critical Importance of Self-Awareness for Financial AdvisorsResources MentionedLauren's KYC Tool: "Where You At" online questionnaire for deeper client understandingCE Webinar: "Bridging the Gap" with Dynamic Mutual Funds on social identity theoryLearn more about Lauren Jeffery: LinkedIn Profile and point-shift.caStay Connected with The Future-Ready AdvisorSubscribe on your favorite podcast platform to never miss an episode.Join the conversation on LinkedIn—share your thoughts and connect with other forward-thinking advisors.Explore more insights on Sam's website.

I sit down with Success Coach Jacob Hicks to dive into how you can convert leads into client relationships by creating a lead follow-up system that works!  What You'll Discover In This Episode: ✔ What A Good Lead Follow-Up System Looks Like ✔ How Many Times To Reach Out To A Lead ✔ Ways To Get Started With   Lead Follow-Up System ✔ How The Stories You Tell Yourself Could Sabotage You ✔ Strategies For Integrating AI Into Your Lead Follow-Up System ✔ How To Determine Which CRM Is Right For You ✔ So Much More! To access resources and links from this episode including the 10 x 10 Lead Follow-Up System we created to help you stay top of mind, build trust, and convert leads with a proven 10-day strategy, click on over to https://AmberDeLaGarza.com/388 P.S. Want to discover what's most holding you back in business and receive a personalized playlist to help you overcome those specific challenges? It only takes a few minutes to take the Next Level Business Owner Quiz and get on the path of taking your leadership and business to the next level!  And… If you want help managing your time, creating efficiency, making a new hire, reducing the stress and overwhelm of running a business, or making strategic decisions that will help you level up your business, I'd like to talk to you. Let's discuss how we can partner together to help you get unstuck, reduce stress, and determine a clear path to increased profits! Schedule your Discovery Call  

In this episode of the Real Estate Pros podcast, Kristen Knapp interviews Lori Whatley, a realtor with a doctorate in human behavior. They discuss Lori's journey into real estate, the importance of understanding market dynamics, and the challenges first-time home buyers face. Lori shares insights on building a successful real estate business, the significance of personal connections, and how technology, including AI, is changing the industry. The conversation emphasizes the need for realtors to be adaptable and knowledgeable in a shifting market while maintaining a personal touch with clients. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

We'd love to hear from you. What are your thoughts and questions?In this conversation, Allen Lomax and Mark Lumpkin delve into the world of short-term rentals, discussing the importance of partnerships, the unique opportunities in this investment strategy, and the evolving expectations of guests. They explore the regulatory challenges facing the industry and the significance of building strong client relationships. Mark shares insights on market trends and how investors can navigate competition by focusing on unique experiences.Main Points:Choosing the right partner is crucial for success.Short-term rentals can yield significantly higher income than long-term rentals.Building strong relationships with clients leads to better outcomes.Quality over quantity in client relationships is essential.Regulatory challenges are a major concern for short-term rentals.The demand for short-term rentals is growing year over year.Guests are increasingly viewing properties as part of their vacation experience.Researching local market needs is vital for success.Unique properties face less competition in the market.STR Cribs specializes in helping clients set up short-term rentals.Connect with Mark Lumpkin:mlumpkin@strcribs.comwww.strcribs.comhttps://www.linkedin.com/in/mark-lumpkin-84b173142/https://www.instagram.com/strcribs_/

In this episode, I'm pulling back the curtain on exactly how we've generated over nine figures in high-ticket coaching sales by getting clients to invest $300K, $500K, even $800K with us over the course of our relationship. I'll break down the lifetime value (LTV) strategy that changed everything for my business and show you why charging premium prices actually gets you BETTER clients who show up more committed and get better results. What You'll Learn: The #1 metric that determines how much you can spend to acquire new clients Why my $100/session hypnotherapist was leaving $ on the table (and how you might be too) The exact 3-tier ascension model we use: $5K-15K front-end → $20K-50K mastermind → $60K-100K elite program How to overcome the fear of hearing "no" when charging premium prices Why our mastermind retention is 14-15 months vs. industry average of 4 months Important Disclaimers: Results mentioned are not typical and individual results will vary Past performance does not guarantee future results This content is for educational purposes only and not financial advice Want to see the visual breakdown? Watch the full video version on my YouTube channel here: https://www.youtube.com/@RussRuffino #highticketcoaching #businesscoaching #lifetimevalue #clientsuccess #clientretentionstrategies

In this conversation, Erik Taurence discusses the mission and offerings of Data Shopper, a marketing technology platform designed to help small businesses effectively market themselves. He emphasizes the importance of audience targeting, affordability, and the transition to a SaaS model. Erik also addresses concerns about data privacy and the significance of building strong client relationships. The discussion highlights the platform's capabilities in audience identification and marketing campaign management, as well as the company's future goals and commitment to community building. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The markets may look bullish, but what's really driving the momentum—and what's lurking beneath? Adam D. Koós, CFP®, CMT, CEPA is the founder of Libertas Wealth Management Group. He joins the Futures Edge with Jim Iuorio and Bob Iaccino to break down the latest investment strategies, market trends, and economic indicators shaping investor behavior right now.From the strength of consumer discretionary stocks and surprising retail sales data to the role of commodities, inflation fears, and the performance of gold as a safe haven asset, this episode covers what every serious investor needs to watch. The trio also weighs in on the dollar's trajectory, the hidden impact of tax policy changes, and how smart portfolio management can help navigate risk in an uncertain economy.- Current bullish signals in the market- Inflation: real threat or media hype?- How gold and commodities fit into today's portfolios- What the dollar's strength says about global markets- Tax policy and its effect on investor confidence- Strategies for managing risk and maintaining client trustTIMECODES:00:00 Introduction and College Rivalries02:55 Market Trends and Economic Indicators05:32 Investment Strategies and Market Volatility08:18 Consumer Discretionary Stocks and Retail Performance11:10 Commodities and Inflation Concerns14:16 Gold and Interest Rates16:56 Dollar Dynamics and Economic Policies19:40 Financial Advisor Coaching and Business Growth28:56 Launching a New Client Service Model30:03 Inflation Perspectives and Market Trends31:30 The Role of Technology in Market Performance33:05 Investment Strategies in Financials36:22 Analyzing Home Builders and Market Dynamics38:08 Understanding Losses and Trading Psychology39:47 Client Relationships and Communication Strategies41:44 Market Signals and Cash Positioning44:16 Portfolio Management and Investment Strategies48:02 Tax Implications and Economic PoliciesFollow along on social media: Twitter: https://x.com/bob_iaccinoTwitter: https://x.com/jimiuorioLinkedIn: https://www.linkedin.com/in/bob-iaccino/LinkedIn: https://www.linkedin.com/in/james-iuorio/Newsletter: http://theunfilteredinvestor.com/

Send us a textEver let a client slide on payment… just once? Or kept doing that one extra thing “just to be nice”? I've been there—and paid the price. In this episode, I talk about how being too nice on your pool route can cost you time, money, and your sanity. I'll share how to set boundaries without being a jerk, and why saying “no” can be the most professional thing you do.Support the Pool Guy Podcast Show Sponsors! HASA https://bit.ly/HASAThe Bottom Feeder. Save $100 with Code: DVB100https://bit.ly/THEBOTTOMFEEDERTry Skimmer FREE for 30 days:https://getskimmer.com/poolguy Get UPA Liability Insurance $64 a month! https://forms.gle/F9YoTWNQ8WnvT4QBAPool Guy Coaching: https://bit.ly/40wFE6y Thanks for listening, and I hope you find the Podcast helpful! For other free resources to further help you:Visit my Website: https://www.swimmingpoollearning.comWatch on YouTube: https://www.youtube.com/@SPLPodcast Site: https://the-pool-guy-podcast-show.onpodium.com/ UPA General Liability Insurance Application: https://forms.gle/F9YoTWNQ8WnvT4QBA Pool Guy Coaching Group Join an exclusive network of Pool Service Technicians to access the industry's leading commercial general liability insurance program. Protect your business. Premium is $64 per month per member (additional $40 for employees and ICs) $59 per month for Pool Guy coaching Members - join here! https://www.patreon.com/poolguycoaching Limits are $1,000,000 in occurrence and $2,000,000 in the aggregate - Per member limits [ $1,000,000 per occurrence and $4,000,000 aggregate available for $75 per month ] $50,000 in HazMat Coverage - clean up on-site or over-the-road Acid Wash Coverage - Full Limits

In this episode of the Real Estate Pro Show, host Erika interviews Khani Zulu, a successful real estate agent based in Austin, Texas. Khani shares her unique journey from running a tattoo shop in Los Angeles to becoming a prominent figure in the Austin real estate market. She emphasizes the importance of authenticity, client relationships, and adapting to market trends. Khani also discusses the significance of building a strong network and her future goals, including mentoring new agents and helping them find their purpose in the industry. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this conversation, Lisa Axios shares her insights on real estate, coaching, and personal growth. She emphasizes the importance of building strong client relationships through effective communication and coaching. Lisa discusses the challenges she faces in the real estate industry, including time management and adapting to changes. She highlights the significance of authenticity and personal growth in her journey, as well as the value of networking and community engagement to foster connections and opportunities. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the AdTechGod pod, Edina Kalamperovic, SVP of Retail Growth at Epsilon, shares her unique journey from agency to ad tech, emphasizing the importance of understanding client relationships and the evolving landscape of digital advertising. She discusses the significance of data utilization, personalization, and the future of retail media, while also highlighting her personal brand loyalty to Anthropology and the impact of consumer experience. Takeaways Edina's journey into advertising was influenced by her creative background and desire for impact. Understanding the psychology of consumers is crucial in advertising. Clients are increasingly focusing on customer-centric strategies and data utilization. Personalization is key to effective marketing campaigns. Loyalty should be viewed as a mindset rather than a program. Retail media presents new opportunities for brands to connect with consumers. Measurement and understanding of data are critical for driving business outcomes. The retail landscape is evolving, requiring brands to adapt to consumer preferences. In-store experiences can significantly enhance customer loyalty. Brands that understand their customers will succeed in a competitive market. Chapters 00:00 Introduction to AdTech and Edina's Journey 08:20 The Evolution of Client Relationships and Data Utilization 15:39 Retail Media and the Future of Commerce 20:28 Personal Brand Loyalty and Consumer Experience Learn more about your ad choices. Visit megaphone.fm/adchoices

Key takeaways include:-Why CRM data should go beyond KYC and track personal life events.-How small CRM details can make or break client trust.-The four-part CRM strategy Sue uses with advisor clients.-Real examples of how automation drives loyalty and referrals.-What to expect in a CRM consulting engagement with Elite and JEDI.Whether you're a solo RIA or part of a larger firm, this conversation will help you rethink how your CRM can drive meaningful client connections - and business growth.

We'd love to hear from you. What are your thoughts and questions?In this episode, Dr. Allen Lomax and Angelo Christian discuss the transformative power of understanding the psychology behind real estate financing. Angelo shares his personal journey from hardship to success, emphasizing the importance of building relationships in lending and the critical indicators for passive investing. They also explore current economic challenges, the significance of empowering clients, and the vision for a partner-owned company culture that fosters ownership and commitment among team members. The conversation concludes with insights on core values that drive enduring success in business.Main Points: Understanding a lender's mindset can transform investment evaluations.Finance is not just a transaction; it's about relationships.Building long-term client relationships can lead to significant business.Location and cap rates are critical for passive investors.Refinancing can be more beneficial than selling properties.Economic predictions are uncertain, but optimism is key.Empowering clients goes beyond financial transactions.Creating a partner-owned culture fosters commitment and loyalty.Extreme ownership is essential for team success.Core values guide the culture and operations of a successful business.Connect with Angelo Christian:angelo@chihomeloans.comloans@officialangelochristian.comwww.officialangelochristian.com/https://www.linkedin.com/in/angelochristian/https://www.facebook.com/OfficialAngeloChristian

In this episode, I'm sharing my insights on why so many practices lose potential clients—not because of their medical skills or even their marketing, but simply because of how phone calls are handled. I'll walk you through practical frameworks and real-world communication strategies that you can use to train your front desk staff to turn more inquiries into booked appointments. We'll talk about the importance of empathy and how having value-based conversations can completely change the way clients perceive your practice. I'll also give you actionable tips for handling common objections, so your team feels confident and prepared no matter what comes up on a call. Plus, I'll show you how to track your results so you can see exactly what's working and where there's room for improvement. Whether you're a practice owner, manager, or part of the front desk team, this episode is packed with tools and strategies to help you improve your client experience, increase your bookings, and ultimately grow your practice. So grab a notebook, tune in, and let's make sure you're turning every phone call into an opportunity for your practice to shine!

Start your very own Credit Repair business - Learn how by joining our FREE 5-day challenge: http://startrepairingcredit.com/What if I told you that you could build a thriving credit repair business, even if you're brand new, not tech-savvy, or juggling multiple jobs? Well, that's exactly what Patrick Sotello, also known as The Credit Sniper, did, and today he's here to share all his insider tips. But this isn't your typical interview. This is a behind-the-scenes conversation from our private Facebook community, where our Head of Customer Success, Troy Hitt, sat down with Patrick to discuss how he got started, how he stays compliant, and how he's rapidly scaling his business with automation and affiliate partnerships.We've cut the conversation down to just the most powerful moments, so you can soak up all the valuable insights without any filler. If you want to see what it really looks like to scale a compliant credit repair business in today's world, you won't want to miss this!Key Takeaways:00:00 Intro 01:30 The Impact of Credit Repair Cloud 03:55 Navigating the TSR and Staying Compliant 07:43 Our Self-Service Sign Up 11:28 Building Trust and Client Relationships 16:39 Credit Hero Score and Affiliates 23:37 Removing Charge Offs and Late Payments 24:46 Hiring and Scaling a Team27:01 Final Piece of Advice 28:57 OutroAdditional Resources:Get a Merchant Account: http://www.creditrepaircloud.com/merchant Get Our TSR Compliance Checklist: https://www.creditrepaircloud.com/training-and-resources/tsr-compliance-checklistGet a free trial to Credit Repair CloudGet my free credit repair training  10 Steps to Build a Successful Credit Repair BusinessMake sure to subscribe so you stay up to date with our latest episodes.

In today's episode of The Lindsey Anderson Show, I'm diving into the topic of bro marketing and why it's no longer serving service-based businesses. If you're unfamiliar with the term, don't worry–I'll break it down for you. Bro marketing refers to aggressive, get-rich-quick tactics that have become increasingly ineffective as audiences have become more discerning. This style of marketing isn't aligned with most businesses anymore, leaving many entrepreneurs and online business owners frustrated and disconnected from their ideal customers. The pressure-filled sales tactics of fake scarcity and high-pressure pitches just aren't working like they used to, especially with today's online consumers who are more skeptical than ever. Today's guest is here to give us the scoop on what's actually working now–and spoiler alert: it's not another new trend or hack. Instead, we're talking about going back to the basics and making those core strategies work for your business. If you're looking to grow your visibility, attract more leads, and close clients in a way that feels authentic and sustainable, this episode is for you.Guest Introduction:My guest today is Leslie Hassler, an author, speaker, and strategic business advisor who helps service-based business owners grow with predictable profits and less overwhelm. She's the founder of Your Biz Rules, a fractional C-suite firm that helps businesses scale through hands-on strategy and leadership. Leslie is also the author of Scaling Rich, a book that's all about growing your business without burning out, while ditching bro marketing for strategies that actually work. I'm so excited to have her on the show today, and I know you're going to walk away with some actionable insights on how to grow your business the right way.Ditch Bro Marketing for Profitable Growth - Key Takeaways:Bro Marketing: This approach relies on aggressive tactics that make the customer feel smaller, often using fake scarcity and high-pressure sales. While it may work for some, it's misaligned with entrepreneurs and online business owners focused on sustainable growth and healthy customer relationships.Post-Pandemic Trust Issues: With bad actors online and the rise of AI, customers have become more skeptical. Marketing needs to evolve to align with a more cautious and informed audience.Customer Acquisition Through Aggressive Tactics: While bro marketing can bring in quick leads, those leads often aren't the best fit for your business. The emotional, pressure-filled approach leaves customers unaligned, leading to poor long-term relationships.The Valley of Despair: This concept describes the lowest point customers can hit when they feel desperate, which compromises their ability to make rational decisions and makes it harder for businesses to provide effective solutions.Alignment is Key: Real success comes from aligning your marketing strategy with your values, your ideal customers' needs, and long-term business goals. Misalignment leads to stress, burnout, and unsustainable growth.Bro Marketing vs. Authentic Marketing:Bro Marketing relies on putting customers down and using fear tactics to push them into making a decision. It often feels manipulative and misaligned with values. Authentic Marketing, on the other hand, focuses on understanding the customer's real needs and offering solutions that build long-term value and trust. It calls people forward to be the best versions of themselves, while bro marketing thrives on fear and scarcity.Client Relationships and Hope:Leslie explains the importance of hope and belief in business. When clients are in the "valley of despair," they've often lost hope, which makes it hard to engage them meaningfully. Restoring hope is key for success. Clients...

What happens when decades of tech experience collide with luxury real estate and the power of artificial intelligence? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with real estate powerhouse Mandy Morrow, whose journey spans Fortune 50 leadership, tech innovation at IBM, and top-tier performance in Ponte Vedra's luxury housing market. Mandy unpacks how her corporate and tech roots uniquely position her to serve high-net-worth clients with precision, authenticity, and deep local knowledge. They explore how Mandy integrates artificial intelligence into market analysis, listing presentations, and CRM to elevate client consultations and streamline operations. She shares priceless insights for new and seasoned agents alike, emphasizing the value of asking the right questions, building genuine relationships, and focusing on long-term client value—not just transactions. It's a masterclass in leveraging experience, tech, and heart to build a real estate empire. Ready to elevate your real estate game? Subscribe to the Real Estate Excellence podcast for more industry masterclasses and connect with Mandy Morrow to learn how tech and trust can transform your client relationships.   Highlights: 00:00 - 12:30 Tech Roots & Transition to Real Estate Mandy's corporate background with IBM and tech sector Early involvement in AI and supercomputing Lessons from working at Watson Research Why her tech background benefits her real estate career Bridging high-tech skills into luxury real estate 12:31 - 24:30 AI as a Realtor's Secret Weapon Using ChatGPT, Claude, and Gemini for data analysis Uploading MLS data and prompting for insights How AI improves listing presentations and consultations Building confidence for new agents through roleplay Sharon Alter's AI-driven listing description strategy 24:31 - 36:30 The Art of Client Understanding Asking strategic questions to uncover client goals Tailoring presentations for high-net-worth individuals Case study: closing a $13M luxury sale Why authenticity beats canned pitches Handling fast-paced luxury consultations 36:31 - 48:30 Navigating Neighborhoods & New Construction Guiding buyers through area orientation tours Addressing misconceptions about CDDs and communities How lifestyle questions reveal true buyer preferences Analyzing lot direction, surroundings, and value Protecting clients from future resale risks 48:31 - 01:04:00 Choosing the Right Brokerage & Tools Why Mandy left other major firms for Compass Comparing Compass tech stack to legacy systems Agent-first vs. brokerage-first technology Compass AI initiatives and integrated CRM The ROI of tech tools vs. lead-buying traps 04:01 - 01:18:58 Agent Growth, Education & Longevity Leveraging AI for CRM, P&L reviews, and marketing The importance of lifelong learning and contract knowledge Stepping into the CEO mindset as an agent Mandy's involvement in committees and state leadership Building a client-centered, relationship-first career   Quotes: “I don't make the market—I just tell you what the market is and then strategize based on your goals.” – Mandy Morrow “The number one job is understanding your client—if you don't ask the right questions, you could be blindsided.” – Mandy Morrow “AI lets me stop being the CIO of my business and focus on what matters: my clients.” – Mandy Morrow  “This business is about long-term relationships, not transactions—do your clients right, and you'll always stay in business.” – Mandy Morrow   To contact Mandy Morrow, learn more about her business, and make her a part of your network, make sure to follow her on her Website, Instagram, YouTube, LinkedIn, and Facebook.   Connect with Mandy Morrow! Website: https://mandymorrowgroup.com Instagram: https://www.instagram.com/mandymorrowrealtor YouTube: https://www.youtube.com/@mandymorrowrealtor LinkedIn: https://www.linkedin.com/in/mandymorrow/ Facebook: https://www.facebook.com/mandymorrowrealtor   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #LuxuryRealEstate #AIInRealEstate #MandyMorrow #CompassRealEstate #PonteVedraRealEstate #ArtificialIntelligence #RealEstateTech #RealEstateTips #FloridaHomes #EliteAgents #RealtorSuccess #AskMoreQuestions #ClientFirst #ConsultativeSelling #RealEstatePodcast #TopRealtor #ModernRealtor #RealEstateAdvice #AIForAgents

In this episode of the Investor Fuel Podcast, host Michelle Kesil speaks with Keisha Weir, a dedicated real estate agent in South Florida. Keisha shares her passion for helping first-time home buyers and her personalized approach to real estate, emphasizing the importance of understanding clients' needs and building lasting relationships. She discusses the challenges she has faced in her career, including navigating unexpected issues during transactions, and her future goals of growing her team and integrating advanced technology into her business. Keisha also highlights the significance of networking and maintaining genuine connections in the real estate industry.  Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this conversation, Blake Chami shares his journey from studying investment banking to founding Riverside Real Estate Services, a luxury short-term rental company in South Florida. He discusses the challenges he faced in the Airbnb arbitrage model, the transition to rental management, and the importance of building a unique booking platform. Blake emphasizes the significance of taking action, pivoting strategies, and maintaining strong relationships with clients and guests to ensure success in the competitive real estate market. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Investor Fuel podcast, host Michelle Kesil speaks with Keith Howell, a real estate investor focused on navigating the challenges of the current market. Keith discusses his strategies for working with expired listings and for sale by owners, emphasizing the importance of pricing and communication. He shares personal experiences of overcoming transaction challenges and highlights his future goals, including addressing interest rates and building meaningful relationships in the industry. The conversation concludes with insights on networking and the importance of asking for help. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Stop Treating High Point Like a Buying Trip. Do This Instead… High Point Market isn't just a place to shop for furniture. It's one of the most underused marketing tools you have at your disposal. Many designers make the mistake of approaching it like a giant showroom, simply hunting for products to fill their client projects. However, by doing so, they miss out on significant opportunities to grow their brand, expand their network, and establish themselves as industry experts in a way that truly sets them apart. What if you saw High Point as your personal marketing stage instead? Style Spotters do exactly that, turning tours, vendor visits, and social media coverage into a curated, client-attracting showcase of their aesthetic and expertise. By adopting this approach, you can transform every Market visit into a launchpad for building authority, forging real vendor relationships, and laying the groundwork for licensing deals or brand collaborations that elevate your business to the next level. You'll learn: ✅ How the Style Spotters program positions you as an industry authority (and how to get chosen). ✅ Ways to design tours and content that attract your dream clients, even if they're not at Market. ✅ Strategies for turning vendor relationships into collaborations and licensing deals. ✅ Tips for using social media to amplify your presence and make brands notice you. If you're an interior designer looking to turn High Point from “just another buying trip” into a real growth engine for your business, this is the episode that's going to help you get there. Listen now and start marketing smarter every time you step onto the High Point floor.   (00:00) Stop Treating High Point Like a Buying Trip (Do This Instead). (02:57) Meet the Style Spotters: Who They Are and What They Do. (04:59) What High Point Market Is, and Why It's Overwhelming. (06:27) Defining the Style Spotter Role and Curated Tours. (09:17) Vendor Partnerships and Mutual Marketing Wins. (13:15) How to Apply (and Get Picked) as a Style Spotter. (16:54) Owning Your Aesthetic: Niche vs. Mass Appeal. (22:19) Social Media Strategies for Designers. (33:35) Client Relationships, Tagging, and Marketing Ethics.   About Today's Guests Rasheeda Gray Rasheeda Gray is the CEO and Principal Designer of Gray Space Interiors, based in Philadelphia. With a decade of experience in design and a 15-year background in marketing and business development, she brings a sophisticated, strategic approach to interiors. Known for industry leadership through initiatives like Style Spotters, she also mentors designers on how to build authority and brand presence while staying client-focused and authentic. Website Instagram   Evan Millard Evan Millard is a Nashville-based interior designer and the founder of his eponymous studio. Celebrated for his thoughtfully curated, soulfully crafted spaces, Evan combines his eye for detail with years of experience hosting tours and participating in show houses. As a Style Spotter, he uses High Point Market not just to source, but to deepen connections with vendors and help designers market more strategically. Website Instagram Jewel Marlowe Jewel Marlowe is a DC-area interior designer known for her bold, colorful, personality-filled spaces. She built her business on a strong social media presence that showcases her signature maximalist style. As a Style Spotter, Jewel offers a highly curated, influencer-savvy take on market tours and vendor partnerships, helping both designers and clients see the value in going big, bright, and personal. Website Instagram  

Buying or selling a home can feel like stepping into a fog—confusing paperwork, unexpected hurdles, and a lot of second-guessing. It's not just a transaction; it's often tied to big life changes like growing families, new jobs, or fresh starts. That's why working with someone who takes the time to explain things clearly, answer your questions honestly, and walk alongside you through it all makes a huge difference. A great agent isn't just there for signatures—they're there to make sure you never feel like you're doing it alone. Erin Frame is a Tucson-based Realtor specializing in the Catalina Foothills. She co-leads Bale and Frame Realty Group and hosts two podcasts, The LowDown and Sober Fierce, blending real estate advice with personal stories. Erin speaks about her journey in sobriety, her passion for helping others, and why she loves calling the desert home. Her approach focuses on trust, education, and meaningful connection with clients. She uses her platforms to inform, inspire, and build stronger communities. Stay tuned! Resources: Let's find your dream home |  Bale & Frame Realty Group Follow Erin Frame on Facebook Connect with Erin Frame on LinkedIn