Podcasts about client relationships

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Best podcasts about client relationships

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Latest podcast episodes about client relationships

Friends of Build Magazine
Managing Risk and Building Trust in Luxury Construction with Grant Bowen of Peak Projects

Friends of Build Magazine

Play Episode Listen Later Jun 11, 2026 46:31


Ted speaks with Grant Bowen, founder of Peak Projects. Grant shares his journey from small-town Michigan to leading a luxury construction company focused on high-end residential projects across top markets like Deer Valley and Whitefish. He discusses the importance of collaboration, company culture, and applying lessons from innovative companies like Google to improve communication, leadership, and project execution. The conversation also explores risk management, remote project oversight, and identifying emerging real estate opportunities in competitive luxury markets. Grant shares his perspective on AI, resilience, and the importance of mentoring the next generation, offering insight into the mindset and leadership required to succeed in luxury construction and development. TOPICS DISCUSSED 01:10 Introduction to Luxury Construction Insights 04:05 Grant Bowen's Journey in Construction 05:35 Cultural Differences: East Coast vs. West Coast 06:45 Identifying Hot Markets in Real Estate 10:00 Building a Collaborative Team Culture 12:15 Learning from Google: Best Practices in Business 15:00 Managing Risk in Construction Projects 16:45 Turning Around Troubled Projects 19:30 The Importance of Experience in Construction 25:00 Exploring Emerging Markets and Opportunities 27:00 Exploring Market Opportunities in Deer Valley 29:30 The Rise of Whitefish as a Destination 32:00 Client Relationships and Repeat Business 33:45 Navigating the Challenges of AI 37:15 The Importance of Resilience and Grit 40:45 Teaching Life Skills to the Next Generation 43:00 Empathy and Listening in Business and Parenting CONNECT WITH GUEST Grant Bowen Website LinkedIn Instagram KEY QUOTES FROM EPISODE "Evaluating and managing project risks" "Deer Valley is an amazing market" "Whitefish is the next big market"

The Preeminent Advisor Audio Podcast
Rediscovery: A Process to Maximize Your Existing Client Relationships – Episode 66

The Preeminent Advisor Audio Podcast

Play Episode Listen Later Jun 9, 2026 33:30


The biggest growth opportunity in your practice may not be “out there” somewhere among new potential clients. It could already exist in your current book of business—the top clients you already serve. We all know wallet share is a key driver of growth. But how to capture more of it? The key is rediscovery—a process that essentially helps you get to know your clients all over again so you can identify opportunities to deliver new types of value to them, capture additional assets and generate significant revenue growth. Existing client rediscovery can empower you to boost your revenue in five key ways. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.

Price of Business Show
Victoria Cox- Unlocking Deeper Client Relationships Through Curated Group Experiences

Price of Business Show

Play Episode Listen Later Jun 9, 2026 8:50


06-04-2026 Victoria Cox Learn more about the interview and get additional links here: https://usabusinessradio.com/unlocking-deeper-client-relationships-through-curated-group-experiences/ Subscribe to the best of our content here: https://priceofbusiness.substack.com/ Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCywgbHv7dpiBG2Qswr_ceEQ

I Don't Care with Kevin Stevenson
EMR Strategy, Consulting, and Career Pivots with MedSys Co-Founder Mark Embry

I Don't Care with Kevin Stevenson

Play Episode Listen Later Jun 8, 2026 30:08


Electronic medical records (EMRs) have moved from a back-office upgrade to a frontline determinant of care quality, clinician burnout, and hospital economics. With U.S. hospitals often spending tens to hundreds of millions—sometimes exceeding $100 million—on EMR implementations, the stakes have never been higher for getting both the technology and the human adoption right. As healthcare continues shifting toward interoperability, outpatient care, and data-driven decision-making, the conversation around EMRs is no longer technical—it's strategic.So what does it really take to build a business in the EMR space—and more importantly, how do you know when it's time to walk away from it?Welcome to I Don't Care, hosted by Dr. Kevin Stevenson. In the latest episode, Dr. Stevenson sits down with Mark Embry, partner and co-founder of MedSys Group, to unpack decades of experience in healthcare technology consulting, the evolution of EMR implementation, and the personal side of exiting a company after 30 years.Top insights from the talk…How EMR consulting evolved from niche staffing to mission-critical healthcare transformation work: What started as staffing has become strategic work shaping how health systems operate.Why user adoption—not just technology—is the biggest determinant of EMR success: Without workflow change and clinician buy-in, even the best systems fall short.What founders should consider when transitioning out of a business they've built from scratch: A strong exit balances financial outcomes with team, culture, and timing.Mark Embry is the co-founder and EVP of Client Relationships at MedSys Group, where he has spent nearly three decades leading EMR advisory, implementation, and healthcare IT consulting services for providers across the U.S. He played a key role in building the company from its origins as Genesys Group into a nationally recognized firm supporting major initiatives, including federal EHR modernization projects with the DOD and VA. With over 20 years in IT consulting, Embry specializes in strategic partnerships, healthcare technology transformation, and scaling consulting organizations to deliver high-impact client outcomes.

Optimized Advisor Podcast
Finders, Minders & the $30 Trillion Question: Cary Carbonaro on the Future of Women in Wealth”

Optimized Advisor Podcast

Play Episode Listen Later Jun 4, 2026 43:46


This episode is a must-listen for advisors—male or female—who want to better serve women clients, build a sustainable and profitable practice, and protect themselves through industry consolidation. Cary brings honesty, hard-won lessons, and practical frameworks throughout. About the guest: Cary Carbonaro is a Certified Financial Planner™, author, and nationally recognized women-and-wealth expert. A frequent media commentator and keynote speaker (20–25 engagements a year), she specializes in serving high-earning women and demystifying wealth management for female clients. Topics covered: The Invest in Women conference and the value of stepping outside your “ecosystem,” Cary's Goldman Sachs acquisition story, client ownership and self-sourcing, measuring practices on profitability over AUM, the women's wealth gap, menopause and HRT as planning conversations, the “female-friendly practice” quiz, and how Cary protects her time and well-being. Mentioned in this episode: Cary's book on women and wealth; the McKinsey study (2015) on women controlling two-thirds of U.S. wealth by 2030; Harvard Business Review study on financial services being the least sympathetic industry to women; Investopedia's 2019 advisor rankings.       **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

Barron's Advisor
Lisa Westermark: How to Seamlessly Hand Off Client Relationships

Barron's Advisor

Play Episode Listen Later Jun 2, 2026 44:29


The Beverly Hills Private Wealth partner offers her playbook for handling partner transitions while elevating the next generation of advisors. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Consistent and Predictable Community Podcast
Master Sales Prospecting and Build Long-Term Client Relationships

Consistent and Predictable Community Podcast

Play Episode Listen Later May 29, 2026 6:12


What you'll learn in this episode: Why prospecting is the lifeline of predictable income   How to use cold outreach effectively (without breaking compliance rules)   The overlooked power of referrals and testimonials   How local events and sponsorships expand visibility   Why reviews and customer feedback are powerful sales tools   How to create strategic alliances that consistently feed new clients   Why committing to prospecting is the only way to avoid broke months

Build Your Digital Community
A message to give your clients that ask for a champagne service on a water budget

Build Your Digital Community

Play Episode Listen Later May 25, 2026 31:53


Every entrepreneur faces this at some point. A client that wants the highest caliber service without the willingness to pay for any of it. We think this is one of the hardest problems in business that service providers face. That's why Kristina and Maria are tackling it in this podcast episode to help you communicate confidently, set better boundaries and attract more aligned clients.Tune in to hear:How to handle misaligned client pricing expectations.What it really takes to build aligned client relationships that feel good for both sides. The Mistakes The Social Snippet made early on with client boundaries. How Kristina and Maria protect their team and their profit with strong client boundaries.How to confidently communicate your value.Tips to restore alignment and handle pricing friction.Over-delivering to prove yourself to clients is not the solution, it is a patch that will eventually break.You need to set up client working relationships that are built to last, here's how from Kristina and Maria's experience building a 7-figure marketing agency.Mentioned in Episode:Trust Invidiata Real Estate Team and get $5000 off your next sale or purchase!LinkedIn Starter PackWork with The Social SnippetJoin The High Vibe Women Online CommunitySend me a text!Support the showFor Your Information:• Host your podcast on Buzzsprout!•Join The High Vibe Women Online Community!• Join our favourite scheduling platform Later• FLODESK Affiliate Code | 25% off your first year!• Connect with Kristina  Don't forget to come say hi to us on Instagram @thesocialsnippet, join the Weekly Snippet or follow us on any social media platform! Website . Instagram . Facebook . Linkedin

Yachting Channel
Yacht Broker Trust, Yacht Sales & Client Relationships | Captain's Chat

Yachting Channel

Play Episode Listen Later May 14, 2026 24:29


Yacht brokerage is built on trust, communication, market knowledge, and long-term client relationships.In this episode of Captain's Chat | Yachting International Radio, Captain Liam Devlin speaks with Elvis Sipe of HMY Yacht Sales about what really matters in yacht sales, from understanding a buyer's lifestyle to asking better questions, delivering bad news early, and supporting clients long after closing.Elvis shares how his background in sales, hospitality, and boating shaped his approach to yacht brokerage, and why the best brokers are not simply selling boats. They are helping clients create the right ownership experience.This conversation explores yacht sales strategy, used yacht market shifts, long sales cycles, buyer trust, broker-client relationships, collaboration with captains, crew, lawyers, lenders, insurance providers, and the importance of staying responsive in a high-value industry where credibility matters.Topics include: Yacht brokerage, yacht sales, HMY Yacht Sales, yacht buyers, yacht ownership, client trust, used yachts, yacht market trends, broker relationships, captain and broker collaboration, personal branding, and the ownership experience.Guest: Elvis Sipe Company: HMY Yacht Sales Instagram: @ElvisYachts Website: yachtsbyelvis.comPrefer to read? Head to Yachting News on the website: https://www.yachtinginternationalradio.com/yachting-news

Consistent and Predictable Community Podcast
Why Top Salespeople Never Sell | Dan Rochon on Predictable Income & Teach to Sell

Consistent and Predictable Community Podcast

Play Episode Listen Later May 13, 2026 51:22


What you'll learn in this episode: Why self-belief is the foundation of every successful business The GPS framework for achieving goals with clarity and focus How the “commit or quit” mindset removes distractions Why consistency beats talent in sales and entrepreneurship The CPI Communication Model for building trust and rapport How neuro-linguistic programming (NLP) improves communication Why follow-up is the most overlooked sales skill The SCARLET framework for hiring winning team members How great leaders teach people how to think, not what to do Why “You are good enough” is the ultimate entrepreneurial truth    

The Passle Podcast - CMO Series
Episode 200 - Bela Grover on What it Takes to Build Purposeful Client Relationships in Law Firms

The Passle Podcast - CMO Series

Play Episode Listen Later May 13, 2026 20:29


Law firms talk a lot about client relationships. But turning that into something consistent, scalable and truly integrated across a firm is a very different challenge.  In this episode of the CMO Series Podcast, Eugene McCormick is joined by Bela Grover, who most recently served as Chief Client Relationship Officer at Goodwin Procter LLP, to explore what it truly takes to formalise client development in a way that strengthens collaboration, improves client experience and helps firms grow more strategically.  Following 25 years at Deloitte in revenue-generating and leadership roles, Bela provides a unique perspective to Big Law as she shares what law firms can learn from consulting firms about client strategy, how to build more purposeful client relationships, and why the systems behind client development matter just as much as the relationships themselves. Bela also dives into: Ways that client approaches differ between the Big Four and law firms How to introduce more structure without losing that entrepreneurial edge The importance of treating clients as clients of the firm, not individuals What strengthening client relationships looks like in practice Practical advice for building purposeful client relationships

Friends of Build Magazine
Building Trust through Storytelling with Jude Charles, Documentary Filmmaker

Friends of Build Magazine

Play Episode Listen Later May 7, 2026 50:37


Ted speaks with Jude Charles, a documentary filmmaker who focuses on creating and sharing the stories of designers, builders, and architects. Jude shares how storytelling goes far beyond marketing, explaining how deeply understanding a client's journey, challenges, and purpose allows for more meaningful and impactful narratives. He walks through his process of uncovering authentic stories and why trust is built when people are willing to share their personal experiences openly. The conversation explores how storytelling directly impacts business relationships, helping companies connect with clients on a deeper level and differentiate themselves in competitive markets. Jude discusses the importance of road mapping client goals, aligning messaging with long-term vision, and using documentary-style content to communicate values, not just services. He emphasizes that great storytelling requires patience, clarity, and a willingness to dig beneath the surface. Jude also opens up about his personal journey, including overcoming rejection, navigating loss, and finding clarity in his purpose. He shares lessons on resilience, leadership, and the role of vulnerability in both life and business. The episode highlights how perspective shapes success, and why embracing challenges and staying committed to growth ultimately leads to more impactful work and stronger connections. TOPICS DISCUSSED 01:10 Introduction to Jude Charles and His Journey 04:05 The Art of Storytelling in Documentaries 07:05 Building Trust Through Personal Stories 9:00 The Impact of Documentaries on Client Relationships 10:30 Road Mapping: Understanding Client Goals 13:00 Overcoming Rejection and Finding Purpose 16:30 The Importance of Leadership in Entrepreneurship 18:45 The Journey of Growth and Resilience 22:45 Lessons from Personal Struggles 26:00 The Role of Courage in Business 28:00 Navigating Loss and Discovering Purpose 34:00 Driving Through Challenges 36:00 Embracing Vulnerability and Perspective 39:15 The Importance of Perspective in Life 46:00 Future Aspirations and New Ventures CONNECT WITH GUEST Jude Charles Website LinkedIn Instagram KEY QUOTES FROM EPISODE "Trust is built through storytelling." "Show up for the one who needs you most." "Belief shapes your reality."

Contractor Evolution
271. How To Land $100K+ Projects Without Bidding Against Competitors - John Malanchuk

Contractor Evolution

Play Episode Listen Later May 6, 2026 46:39


To learn more about Breakthrough Academy, click here: https://trybta.com/EP271 Get a copy of John's slide deck here: https://trybta.com/DL271 If you're relying on leads coming in… you're already behind.In this episode, Breakthrough Academy Member John Malanchuk breaks down a proven approach to business development for contractors; one that goes beyond marketing and sales, and focuses on building real relationships that generate consistent, high-value work.Drawing from nearly 20 years in the commercial painting space and five years in the Breakthrough Academy contractor coaching program, John shares exactly how he:Builds long-term relationships with decision-makers (not just bids against competitors)Lands $100K+ projects through simple, repeatable outreachUses networking, presentations, and follow-ups to create predictable revenueTurns one meeting into multiple project opportunitiesStructures his CRM and pipeline to stay organized and consistentThis isn't theory—it's a boots-on-the-ground system you can start using immediately, whether you're in commercial or residential contracting. Key Takeaways:Business development is proactive relationship building, not reactive sellingThe goal is to get in before projects go to bid and become the trusted go-toConsistency beats intensity—just a few hours per week can transform your pipelineYour network is your biggest asset—leverage suppliers, GCs, and existing contactsFollow-up is everything (and most contractors fail here)00:00-Intro03:10-Target Diverse Commercial Verticals 11:40-Residential Business Development Strategies 16:36-Effective Practical Networking Tactics 20:28-Key Success Tracking Metrics 23:30-Avoiding Common Followup Mistakes 28:19-Real World Project Examples 38:46-Implementing CRM Pipeline Systems

The Full Desk Experience
FDE+ | Why No One Wants to Talk to You: Rethinking Staffing Sales in a Skeptical Market with Brad Bialy, Haley Marketing

The Full Desk Experience

Play Episode Listen Later Apr 30, 2026 58:37


Why has earning a conversation become the hardest part of staffing sales? In this featured session from the FDE+ Q1 Virtual Conference, Kortney Harmon sits down with Brad Bialy to unpack why today's buyers are more skeptical, distracted, and informed—and what that means for relationship-driven revenue.Brad challenges outdated sales playbooks and introduces a system-first approach to winning attention. He breaks down the reality of the 72-touchpoint journey, along with the role of trust, consistency, and buyer psychology. The result is a clear path for how top firms are aligning sales and marketing to earn—not chase—conversations and build meaningful engagement in today's skeptical market.Key Takeaways • Build systems, not just sales goals • Use marketing to support and scale outreach • Reduce risk to overcome buyer skepticism • Create clarity to stand out in a crowded market________________Follow Brad Bialy on LinkedIn: LinkedIn | BradSubscribe to the secrets of success hereFollow Crelate on LinkedIn: CrelateWant to learn more about Crelate? Book a demo hereSubscribe to our newsletter: The Full Desk Experience

Top Secrets
Strengthen Client Relationships & Increase Repeat Business

Top Secrets

Play Episode Listen Later Apr 28, 2026 15:24


Strengthen client relationships if you want to increase repeat business. Some people feel like they can get more attention from a salesperson calling than they get at home because maybe they feel like this person’s listening, paying attention and then asking about it. David: Hi, and welcome to the podcast. In today’s episode, co-host Jay McFarland and I will discuss how to strengthen client relationships. Welcome back. Jay: Hey, David, once again. It’s great to be here and I think that this is another really, really important topic. The key word for me is relationships. I think that oftentimes you see people with a business model who want to “turn ’em and burn ’em,” so to speak, and they don’t think about that word, relationships and how important it is. David: Yeah. And very often, even if they don’t intend to do it, the tendency among many salespeople is to get in there, make the sale, move on, get to the next one, get to the next one, get to the next one. And when it happens this way, it’s very difficult to really maximize the value of those relationships in terms of dollars, but also just in terms of the relationship itself. When you do that, when you just get in there, you sell something and then you move on to the next one, you’re not really building and nurturing a relationship, which is critical if you don’t want to have to constantly replace the clients that you’re losing because you’re not maintaining those relationships in the first place. Jay: Yeah, absolutely. And the other thing is that there is for most companies a customer acquisition cost. And so if you’ve already paid that cost to get that customer, well, that goes away if you can build a relationship and they continue to use you. That to me is just such an important approach. If you’re just doing it one at a time, you’re going to pay that cost every single time, and it’s going to lower your profit margins. David: I completely agree, and people talk about that sort of thing all the time. We all know that it costs a whole lot less to resell an existing customer than it does to find and sell a new customer. We all know it intellectually, but it is rarely practiced as well as it could be and should be within most businesses. You know, an analogy that helped me a lot was when I realized that when we’re building a client base, it’s a little like building a brick wall. You know, you get that first brick in place and then you get the next brick in place and the next brick in place, right? So your first year in business, you’ve got this sort of layer of bricks. These are each of the initial customers that you brought in. And then, your second year in business, if you’re able to maintain all the customers you brought in the first time, then you can add on, you can layer in another layer of bricks, another layer of customers, and then your third year you can build in a third level and you can continue to grow it like that. And eventually you’ve got this great monolith of exceptional clients who continue to pay you money on an ongoing basis. But the problem is that we are not able to retain those customers. You get a crack in that, one of the bricks disappears from the first level, then your second year in business, you’re starting out by plugging the holes. You have to replace those missing customers. And so everything takes a lot longer. You’re essentially reconstructing your customer base, and a lot of it is unnecessary if we would just focus on strengthening and maintaining those client relationships. Jay: Yeah, and there’s several ways to do that, right? Phone calls, emails, drip campaigns from your customer management system. There’s a lot of ways to do that. But I got to tell you, you know, as somebody who’s on the phone all day long doing sales, when I already know that person and they know me, it’s just easier all the way around. I mean, it just feels so good when I call ’em and they’re like, “Hey Jay, how’s it going?” Instead of, “what do you want?” You know, “I don’t have time for you.” It doesn’t just affect your sales, I think it affects your peace of mind, right? To work with customers who know you and like you, and know you provide a good service. That’s just a great feeling and it really helps motivate you, I think, to move forward. David: Yeah, and so much of it is a mentality issue. If we go into that call with the idea of “I want to sell this person something.” With every single call, then that’s not going to build and strengthen the relationship. Sometimes those calls are just designed to find out how they’re doing, what they need, what they’re struggling with, how the last thing that we sold them worked out for them, what’s working for them, what’s not working for them. Because those are the types of things that many salespeople never bothered to do. They’re just so busy, as you indicated, just sort of churning and getting from the next customer to the next customer, to the next customer that they miss out on, okay, well what happened with that order? What happened with that thing you bought from me? Did that work out well? Are there things that could have been done better? If you’re buying something for me, and this is particularly true in the promotional products industry, where sometimes people will buy promotional items and we’ll contact them back and say, Hey, how did that promotion go? And they say, you know what? It’s still here in a box by my desk. We haven’t given them out yet. Well, that’s not going to get the job done, right. Not only is that not going to get you a reorder, it’s not going to get them whatever result they wanted from buying that product in the first place. And so those are the types of things that need to be corrected. So very often, what I recommend for my clients is that when there is follow up, effective follow up on a sale, it’s not just about, are you out of the thing you bought for me yet, and do you want to buy more? It’s about how did that go? What might have worked better? What other alternatives could and should we consider? Because that’s the type of thing that allows them to recognize that we’re actually trying to solve a need for them. We’re trying to solve a problem as opposed to just providing them more and more stuff. Jay: Yeah, I love this concept. Something as simple as a follow up call to say how did that work out? And if it didn’t, help educate them on how they could do it better and come up with strategies together to make it work, and not make it sound like I’m just pressuring you for more product. I think that that builds a powerful relationship. And maybe they don’t need more product right now. But because you’ve taken the time to do that, it’s one of the things I love about your brick wall concept is you may not even be calling the first layer right now. But you’re going to get surprise orders from them that you weren’t expecting because they’re starting another campaign or whatever. So it stops being just when I call, I get an order. And starts being this constant income stream from all of these relationships that I’ve built over time. And that’s a lot less work, right? David: It is a lot less work, yes. And one of the things that we focus on in our Total Market Domination course with our clients is the idea of creating value in every communication with a prospect or client. So if somebody bought from you previously, when we’re reaching out to them, it’s not just about asking for the order. It’s about creating value and asking yourself a question, how can I create value in my next communication? Whether it’s an email or a text, or a phone call. Not just the idea of “checking in” or “seeing how you’re doing,” but being able to say something that will actually create some value for them in terms of an idea, a thought they didn’t have, a concept they hadn’t considered before. Something that allows them to think, “oh wow, that’s great. I hadn’t thought of that.” And then for a lot of people, Potentially automating that sort of thing. And that’s another one of the things that we get involved with in our program, is allowing our people to create, set up drip campaigns that are designed to create value for the prospects and clients, even when we’re not physically in front of them. Because too often, one of the reasons that follow up doesn’t happen is, oh, well I don’t have time. I’m too busy. I’m distracted. Right? I’m busy dealing with other clients. But when you are able to. Create value in your communications and potentially stack that value in the form of messages that are going out on an ongoing basis to create value for the specific purpose of creating value for those customers. It creates a level of loyalty that most people never see. Jay: Yeah, absolutely. And I also think, you know, when you talk about value in emails, I know from my own personal experience, going through all the emails we get, and let’s be honest, we get so many emails. When they’re just like, “Hey, we’ve got a special on this.” I’m like, “delete.” But when for example, if I got an email saying, here’s a promotional product success story, right? Something like that, to me I would be much more likely to read that if I rely on promotional products. Because I know that’s going to help me. And educate me a little bit. So we try that in every one of our drip campaigns as well. We’ve got to have something more than just a price point or a sale, something valuable that will draw them in. And also, I think it helps them know that you care, you want to educate them. So again, it changes that relationship. So, so important. David: And when we think about the idea of building relationships or strengthening relationships, obviously it involves communication. Business relationships are very much like personal relationships. So it requires communication. And sometimes we can even build into our nurture campaigns, our follow up campaigns. Messages that are just designed to open a conversation. It could be something as simple as sending out a message saying what do you have going on this week? Something like that, an open-ended question that somebody might actually reply to, to get you engaged in conversation. Let the person know you’re thinking about them and maintain that relationship. Jay: Yeah, and I also, you know, some of the relationships, the business relationships that I have, Would consider my top tier? I know about their families. I know about their lives. I know about how their business is going. And it’s not like I pried, it’s just every time I call, it’s just, Hey, how’s everything going? And people will automatically, they’ll tell you. Well, it was a tough week because this happened and this happened. And if I’m making notes on that and things like that, then the next time we follow up I’m like, “so how is that going?” You know, those types of things go so far in taking that relationship to the next level. And even then, the really top tier clients, I would say, Hey, let’s get together for dinner sometime. And at dinner we don’t talk business, we get to know each other. We talk family, we do those kind of things. So relationship really means something. It has strong value. And if you can find ways to build that, those relationships could last the entire time of your business ,right? And just go on and on. David: Yeah, no question. And one of the important keys to that, I think, is recognizing that in personal relationships, we very often will pick up the conversation right where we left off the last time. There are probably people you know, you might not have seen them in years and years and years, and as soon as you see ’em, you can just pick up on that conversation right away. We want to be able to do the same thing In business. In business, we usually accomplish that with our contact management system. You enter the appropriate notes in there about what you talked about so that you can reference that conversation. That sort of thing builds relationships, calling people and just saying, what do you want to buy next? Not so much. Jay: Yeah, I totally agree with you and I take notes on everything, any interaction with a customer, not just what they’ve ordered, but what they’ve said during that conversation. and I want to point out, people may be hearing this and saying, well, it’s kind of mechanical and you’re keeping notes on them and when you call back you’re just, responding or asking those questions because you only want the sale. I have found just the opposite. They become friendships. And when they become a friendship, now there’s no way they’re going to go to somebody else. I mean, when I was in radio, I had people who said, “I am only using Jay for our ads.” And it was because I worked very hard to establish that relationship and we were friends. We were not clients or business partners. We were absolute friends. And if you can reach that goal, then that’s going to last forever, you know? David: Yeah, exactly. And it takes the same kind of thing. I mean, the same things that go into a personal relationship should go into our best business relationships. Jay: Yeah. David: And if you’ve got perfect memory and you don’t have to make notes or write things down, then knock yourself out. For most of us, particularly if you’re dealing with a lot of people, the notes help because you can pick up that conversation. You can know that they will be on the same page. You know, another analogy to this is if you’re making a number of calls a day and that person isn’t, they have one person to remember, you. And you’ve got a dozen people to remember. So if you’re able to make those notes and pick up those conversations right where you left off, it just creates a sense of relationship that you will not have if you are not able to do that. Jay: Yeah. And the other thing is, it plants in their mind, this guy was listening to me last time. Right? And so that tells them, that sends a message that you cared enough to remember those things. And you know, I ‘ve had that experience and I’m like, “wow, we talked six months ago and you still remember all that stuff.” You know, that tells me you care. David: Exactly. Some people feel like they can get more attention from a salesperson calling than they get at home because maybe they feel like this person’s listening, paying attention and then asking about it. It doesn’t always happen as well as it should in personal relationships. Same thing in business. But in business, there’s something very simple you can do about it. Just take the notes and pick up the conversation where you left off. Jay: Yeah, I love that. David, how can people find out more? David: Well, you should go to TopSecrets.com/call. Schedule a call with our team so we can help you try to figure out where you are now, where you’re looking to be. If you’re looking to strengthen your client relationships, we can help you with everything from sequencing your communications to doing that kind of thing on automation. We help our clients to create the results they’re looking for. And so if you’d like to have a conversation, we’d love to have it with you. Just go to that URL and we’ll talk to you soon. Jay: Well, I have loved this conversation, David. Thank you so much. David: Thank you, Jay. Are You Ready to Strengthen Client Relationships & Increase Repeat Business? If so, check out a few ways we help promotional product distributors grow their sales & profits: Just Getting Started? If you (or someone on your team) is just getting started in promotional product sales, learn how we can help. Ready to Grow & Scale Your Business Fast? If you're an established distributor serious about growing your sales and profits now, check out this case study and schedule a call with our team. Need EQP/Preferential Pricing? If you're an established distributor doing a decent volume of sales, click here to get End Quantity Pricing from many of the top supplier lines in the promo industry.

How To Film Weddings
461. The ONE Thing That Books Me More Clients Than Anything Else

How To Film Weddings

Play Episode Listen Later Apr 27, 2026 36:32


Join THE EXPOSURE TRIANGLE Mastermind Waitlist: https://john-bunn.com/exposure-triangle In this episode of Shifting Focus, I'm talking about the one thing I believe matters more than talent, gear, social media strategy, or even your portfolio when it comes to booking high-end weddings: trust. Over the last 19 years in the wedding industry, I've seen firsthand that couples, planners, and families don't just hire the "best" work. They hire the person they trust most. In this episode, I break down how trust impacts your brand, your referrals, your pricing, and your ability to consistently book better weddings. I share personal stories from recent weddings, lessons I've learned while building relationships with planners and clients, and practical ways you can become someone people feel confident referring and investing in. If you've ever wondered why some creatives continue to grow while others stay stuck in the middle market, this episode is for you. Resources Mentioned: Exposure Triangle Mastermind - https://john-bunn.com/exposure-triangle Bride and Groom Video  - https://bridengroom.video/johnbunn/ Color Presets & LUTs - https://john-bunn.com/shop 00:00 Introduction to Wedding Photography and Filmmaking 05:10 The Importance of Trust in Client Relationships 16:38 Building Trust Through Personal Connections 30:31 Long-Term Benefits of Trust in Business

Investor Fuel Real Estate Investing Mastermind - Audio Version
How Top Realtors Build Loyalty, Referrals, and Long-Term Success | Rob Commodari on Client Relationships

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Apr 27, 2026 26:16


In this engaging interview, Rob Commodari shares his 25-year journey in real estate, emphasizing the importance of relationship-building, discipline, resilience, and gratitude. Discover how his mindset and strategies can inspire your own success in real estate and beyond.   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   —--------------------

Grow A Small Business Podcast
From Spare Room to $5M Success: Michael Harvey of MDH Accounting on Building a 25+ Team, Mastering Fractional CFO Growth, Navigating AI Disruption, and Why Deep Client Relationships Became His Ultimate Business Advantage. (Episode 774 – Michael Harvey)

Grow A Small Business Podcast

Play Episode Listen Later Apr 26, 2026 69:35


In this episode of the Grow A Small Business Podcast, host Troy Trewin interviews Michael Harvey, founder of MDH Accounting, shares how he grew his business from a spare bedroom startup into a multi-service firm with 25+ team members and nearly $5 million in annual revenue through steady, organic growth and smart hiring. He explains the power of networking, word-of-mouth referrals, and staying close to clients to build long-term trust and consistent growth. The conversation highlights how developing people, supporting flexible work, and focusing on team strengths became key drivers of sustainable success. Michael also reflects on major challenges, including scaling teams, adopting new technology, and adapting to the rise of AI in accounting and advisory services. Ultimately, he emphasizes that true business success comes from continuous learning, strong relationships, and helping other small business owners achieve their wins. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Michael Harvey believes one of the hardest parts of growing a small business is managing the transition from having just a few employees to building a larger team, where hiring, training, and paying wages can feel stressful and uncertain. He also highlights that opening new branches and handling different team cultures adds unexpected complexity. Another major challenge he faced was keeping strong client relationships while adopting new technology, as efficiency can sometimes reduce the personal touch that customers value most. What's your favorite business book that has helped you the most? Michael Harvey says his favorite business books that helped him the most are Good to Great by Jim Collins, along with The Five Dysfunctions of a Team and The Advantage by Patrick Lencioni. He shared that Good to Great was an early revelation for him, while The Advantage is a book he regularly revisits because of its strong focus on culture and team success in business. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Michael Harvey recommends tuning into the podcast The Imperfects, even though it isn't strictly business-focused. He says he listens to it regularly because of the inspiring guests and meaningful topics, particularly those connected to The Resilience Project, which motivates him indirectly as a business owner. He also highlights that much of his learning comes from networking with other professionals and learning from real conversations, rather than relying only on formal online tools. What tool or resource would you recommend to grow a small business? Michael Harvey recommends using a simple one-page planning tool, where you summarize your key business goals and priorities onto a single page to stay focused. He believes the real value comes from cutting through unnecessary details and clearly identifying the number one issue your business needs to solve. This approach helps business owners stay clear, decisive, and action-oriented instead of getting lost in too much information. What advice would you give yourself on day one of starting out in business? Michael Harvey says that if he could go back to day one, he would remind himself to enjoy each moment and celebrate milestones along the way instead of always chasing the next goal. He admits he was so driven early on that he often missed the joy of progress. His advice is to enjoy the journey, stay humble, and build a business that you genuinely enjoy rather than feeling trapped in it.  Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Growth becomes easier when you focus on solving the one problem that matters most — Michael Harvey Technology can speed up your business, but relationships are what keep it alive — Michael Harvey A simple, clear plan beats a complicated strategy that never gets used — Michael Harvey  

Unicorns Unite: The Freelancer Digital Media Virtual Assistant Community
#282 How Freelancers Build Long-Term Client Relationships as Strategic Marketing Partners with Liz Cruz

Unicorns Unite: The Freelancer Digital Media Virtual Assistant Community

Play Episode Listen Later Apr 21, 2026 71:14 Transcription Available


If you've been giving your clients strategy, stop saying you're "just a virtual assistant." That title is costing you money.My guest moved WAY beyond the basic VA title into a Social Media Marketing Strategist role and her packages start at $1500/month! Liz built a booked-out marketing agency by doing something most freelancers skip: owning the strategy, not just the deliverables. She's a Workgroup member and I love watching how much she's grown her freelancer business. I finally got her on the podcast to spill exactly how she did it.Liz Cruz is the founder of Cruz Social Co., a boutique marketing agency that provides done-for-you marketing support for service-based businesses. She specializes in social media strategy, content creation, and marketing systems and she's spent over a decade supporting brands across multiple industries. She's now focusing her work in the wellness space, a niche she found through her own health journey. Liz is known for blending strategy with execution, which is exactly what makes her the kind of marketing partner clients don't want to lose.Listen to learn more about:How to structure your discovery calls to weed out bad-fit clients before they become a problemWhy customizing your packages isn't a weakness, and how building client-specific offers helps you command higher ratesWhat a strategic monthly report actually looks like (hint: it's not 40 pages)Building a portfolio that does the selling for you and why you should include your prices & booking linkThe mindset shift that helped Liz stop undercharging and start owning her expertiseThis is real honest insight from a freelance marketer who's still in the trenches doing the work. Tune in for how Liz turned her Workgroup connections into consistent, long-term client partnerships.Sponsored by Wispr Flow*Write and prompt faster with this voice-to-text AI tool that turns speech into clear, polished writing in every app. I'm using Wispr Flow to talk out emails, client replies, and AI prompts instead of typing everything. It's one of my top tech tool recommendations and a real time-saver in my “4 hours of prime work time” mom life. Try Wispr Flow here (*my affiliate link)Links Mentioned in Show: Grab Liz's FREE Content Planning Calendar Template: Make content easy and not overwhelming with this simple spreadsheet.Listen to the “7 Ways to Land Clients” series here (Liz is in part 3!)Third-party social media schedulers: Rella, Metricool, LoomlyJoin us in our Digital Marketer's Workgroup: You've done the work. Built the skills. Earned the clients. Now it's time for the right people to start knowing your name. Our Workgroup is the professional community for established freelance marketing specialists who are serious about their work and ready to be recognized, referred, and surrounded by people who match that level. Marketing nerds welcome. >>Apply NowConnect with Liz:@cruzsocialcoCruz Social Co.https://cruzsocial.co/ Connect with Emily:Instagram: @emilyreaganpr Facebook: @emilyreaganprYouTube: Emily ReaganAsk Emily Anything here> Grow your freelance business inside the Digital Marketer's Workgroup: Apply to join our tight-knit community for advanced training, ongoing support, troubleshooting, and exclusive job leads.> Hire a Digital Marketing Assistant: Submit your job posting and I'll share it with the skilled & vetted freelancers in our Workgroup.> Enroll in the Unicorn Digital Marketing Assistant School: Learn in-demand, tactical digital marketing skills on your own time so you can move beyond admin work and offer high-value marketing services.> Download my free Top Ten Most Requested Digital Marketing Tasks & Services to see what clients are hiring for right now.

Letting & Estate Agent Podcast
Are you an Estate Agent that builds client relationships for life? - Ep. 2523

Letting & Estate Agent Podcast

Play Episode Listen Later Apr 15, 2026 10:23


I sat down with Ian Wilkinson to explore why UK property agents lose clients after great service. We discuss building long term relationships through simple, consistent touch points. With many movers returning within five years, staying connected is key to attracting repeat business.

Unstoppable Profit Podcast Hosted by Mike Stromsoe
Episode 316: Leaky Bucket... Retention Is Quietly Killing Your Growth

Unstoppable Profit Podcast Hosted by Mike Stromsoe

Play Episode Listen Later Apr 11, 2026 35:06 Transcription Available


Discover actionable strategies to boost your insurance agency's growth without adding extra headcount. Hosted by industry experts Daniel Metcalf and Mike Stromsoe, this episode dives into the power of retention, cross-selling, and building systems that create long-term client relationships.Key Topics:The importance of viewing renewals as a sales process rather than an admin taskHow to use data analytics and AI to identify and repair leaky buckets in client retentionStrategies for onboarding clients to start retention efforts early, even before renewalsLeveraging existing client relationships for referrals and cross-sellsBuilding a client-centric team culture to prevent commoditizationThe role of communication and systems in proactive relationship managementFinancial impact of retention: lifetime value versus short-term revenueThe "Save Plays" system for at-risk accounts to retain clients before they shop aroundData accuracy and clean data as the foundation of effective retention strategyHow market softness makes existing client relationships even more vital for cash flowConnect with Daniel:LinkedInWebsiteConnect with Mike:LinkedInWebsiteStay ahead in your agency's growth by building a systemized, client-focused approach. Don't just chase new business—maximize what you already have with proven retention strategies, effective data use, and strong team communication.

Duct Tape Marketing
Turn Client Relationships Into Revenue Growth

Duct Tape Marketing

Play Episode Listen Later Apr 8, 2026 22:00


What if the fastest way to grow your agency isn't more leads but better client relationships? In this episode, Taylor McMaster shares how strong client account management, structured onboarding, and proactive communication can dramatically improve agency client retention and unlock new revenue opportunities. Learn how agencies can scale without losing clients by aligning sales, delivery, and expectations from day one. If you want a smarter agency growth strategy built on retention, upselling, and client experience systems, this conversation shows where to start. Today we discussed: 00:00 Client Retention Drives Growth 03:42 Upselling Through Account Management 06:32 Onboarding and Sales Alignment 08:34 Scaling Account Manager Roles 13:33 AI, Specialization, and Fractional Agencies 20:08 What Made Dot & Company Acquirable Rate, Review, & Follow If you liked this episode, please rate and review the show. Let us know what you loved most about the episode. Struggling with strategy? Unlock your free AI-powered prompts now and start building a winning strategy today!

People, Not Titles
Market Trends - Breaking Down March's Job Report, Rising Property Taxes, and the Future of Real Estate Firms

People, Not Titles

Play Episode Listen Later Apr 7, 2026 36:09


In this episode of "People Not Titles," Steve Kaempf and Matt Lombardi discuss key market trends, including a surprisingly strong March jobs report offset by declining labor force participation. They examine the Federal Reserve's cautious approach to interest rates, a legal victory for NAR regarding mandatory membership lawsuits, and Lawrence Yun's revised 2026 housing forecast. The hosts also highlight Cook County's skyrocketing property taxes, renters' increasing tenure due to affordability challenges, the dominance of small independent real estate firms, and record-high downtown Chicago office vacancies impacting property values and tax revenues.March Jobs Report & Labor Force Trends (0:00)Job Growth Breakdown & Industry Winners (3:57)Economic Context & Productivity (5:01)Federal Reserve & Interest Rate Outlook (6:05)Labor Market Takeaways & Value Creation (7:21)NAR Mandatory Membership Lawsuit Dismissed (8:06)Lawrence Yun's Home Sales Forecast Revision (10:31)Cook County Property Tax Surge (11:35)Drivers of Property Tax Increases (14:17)Taxpayer Frustration & Potential Solutions (16:35)Property Taxes as an Affordability Crisis (18:56)Renter Lock-In Effect (19:18)Profile of Real Estate Firms (22:47)Brokerage Business Sources & Client Relationships (26:45)Firm Benefits, Training, and Future Challenges (28:04)Downtown Chicago Office Vacancy Record (30:12)Podcast Announcements & Sports Wrap-Up (33:54)Full episodes available at:[www.peoplenottitles.com](http://www.peoplenottitles.com)People, Not Titles Podcast is hosted by Steve Kaempf and Matt Lombardi and is dedicated to elevating professionals in real estate and business through real conversations, proven success principles, and actionable insights.Follow & Connect:Instagram: https://www.instagram.com/peoplenottitlesFacebook: https://www.facebook.com/peoplenottitlesTwitter: https://twitter.com/sjkaempfSpotify: https://open.spotify.com/show/1uu5kTv#ChicagoRealEstate#HousingMarket2026#RealEstateInvesting#MortgageRates#realestatenews

The Connected Advisor
How to Build Deep Client Relationships at Scale with Michael Vedders

The Connected Advisor

Play Episode Listen Later Mar 31, 2026 33:51


Episode 138: This week, Kyle Van Pelt talks with Michael Vedders, Senior Vice President of Marketing & Enterprise Resources at NorthRock Partners. In his role, Michael is responsible for extending NorthRock's reach and reputation. With more than a decade of experience in marketing and leading complex organizational projects, Michael has helped build teams, launch major branding initiatives, produce compelling creative, develop multi-channel planning, and use insights to inform strategy. Michael talks with Kyle about how wealth management firms can build deep client relationships at scale. He discusses the importance of storytelling in creating a strong brand narrative, how NorthRock's personal office business model works, and why the future belongs to firms that use data and automation to serve more people and build deeper human connections. In this episode: (00:00) - Intro (02:38) - Michael's money moment (04:58) - Michael's frustration with traditional wealth management (07:24) - What marketing really means in wealth management (10:02) - How to build trust and deeper client relationships (12:48) - The "quarterback" model of financial advice (16:42) - How NorthRock manages deep relationships at scale (21:52) - NorthRock's personal office business model (22:54) - Michael's outlook on the future of financial advice (29:03) - Redefining performance beyond returns (30:57) - Michael's Milemarker Minute Key Takeaways Don't rush to promote. Get your story right first. It's tempting to jump straight into marketing tactics, but without a clear, compelling story, even the best campaigns fall flat. Take the time to define what truly sets you apart before amplifying your message. If you want deeper client relationships, create space for them. You can't force meaningful connections, but you can design for them. Offload technical tasks to specialists so advisors can focus on what matters most. Use technology to create time, not just efficiency. AI and automation aren't the end goal. The real opportunity is what you do with the time they create. The best firms will reinvest that time into deeper relationships and better service. The future belongs to firms that balance tech and humanity. Efficiency through data and automation is table stakes. The real edge comes from using that efficiency to deepen human connection, not replace it. Quotes "Marketing is the privilege of telling the story, the story of your firm and what differentiates you. You can spend a lot of money and generate a lot of activity without results if you don't provide a clear story for people first." ~ Michael Vedders "Deep relationships lead to better advice." ~ Michael Vedders "The future of our industry belongs to those who can create efficiencies and space through data and automation, and then use that space to serve people more effectively and deepen relationships." ~ Michael Vedders Links  Michael Vedders on LinkedIn NorthRock Partners Think Again Switch Unreasonable Hospitality Love Does The Ideal Team Player Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Everbros: Agency Growth Podcast
How To Manage Agency Client Relationships Based on Ownership Structure | Episode 198

Everbros: Agency Growth Podcast

Play Episode Listen Later Mar 20, 2026 64:19


[Cold open (Jake spills coffee on his keyboard and debates the utility of tablets) ends at 07:49.]Most agency advice treats every client relationship the same, but the reality is that a family-owned local shop and a VC-backed firm require entirely different "languages" to survive.In this episode, we break down how to navigate the power struggles and decision-making hierarchies of different business models. We discuss why "authenticity" can sometimes be a trap, how to manage the friction of new marketing hires, and why your reporting style needs to shift from "raw revenue" to "performative polish" depending on who is signing the checks.Listen in as we explore the nuances of private equity, franchises, and why working with the "big dogs" in publicly traded companies is a completely different game of "dance monkey".-----RESOURCES:Want the tools and resources we recommend for agencies? Check them out here:https://www.agencygrowthpod.com/tools-----NEWSLETTERWant the show in your inbox? Sign up for the newsletter!https://www.agencygrowthpod.com/newsletter-----COMMUNITYLooking to join a community of agency owners? Join our Discord!https://discord.gg/uvHRRRFVRD-----CONTACTGot something to say? Send us a message:https://www.agencygrowthpod.com/contact

Architecture, Design & Photography
Ep 126 - Building an Architectural Photography Career w/ Patrick Rogers

Architecture, Design & Photography

Play Episode Listen Later Mar 19, 2026 106:46


Architectural photographer Patrick Rogers joins Trent and Tim in the studio for a wide-ranging conversation about composition, client relationships, lighting, editing, pricing, publications, and the challenge of building a sustainable creative career. This episode is full of honest insight on the craft and business of architectural photography. About Patrick: Patrick Rogers is a Massachusetts-based architectural and portrait photographer focused on capturing the relationship between people, place, and design. His work highlights not just the finished structure, but the intention, craftsmanship, and human stories behind it—often with an emphasis on sustainable and biophilic architecture.  Through ongoing collaborations with architects, builders, and designers, Patrick creates imagery that supports both marketing and storytelling, helping firms consistently share their work and process. He also runs a studio in Maynard, where he photographs headshots and personal projects centered on craft and community.  At the heart of his work is a simple idea: that good design—and good photography—can help people feel something lasting. More from Patrick: Website: https://www.patrickrphoto.com  Instagram: https://www.instagram.com/patrickrphotos  LinkedIn: https://www.linkedin.com/in/patrick-rogers-8378265/  More from us: Website: www.adppodcast.com  Instagram: http://instagram.com/adppod_  Apple Podcast: https://podcasts.apple.com/us/podcast/architecture-design-photography/id1447381737  Spotify: https://open.spotify.com/show/5qTtT0lpXkVGyksEkN57VS  Thanks for watching!

Accountant's Minute's podcast
Transforming Client Relationships Through Advisory Services

Accountant's Minute's podcast

Play Episode Listen Later Mar 19, 2026 26:50


Advisory services can create significant value for clients, but they do not sell themselves. In this episode of Accountants Minute Podcast, Peter Towers of ESS BIZTOOLS explains why accounting firms, bookkeepers and business advisors need to actively position, communicate and sell advisory services if they want to be seen as true Key Strategic Partners. Featuring insights from the Intuit QuickBooks SMB 2025 Survey and The Boss Factor Library, this discussion highlights how firms can strengthen client relationships, build new revenue opportunities and deliver the forward-looking advice SMEs need. You can also access our podcast on: Amazon Music Apple Podcasts Audible Spotify YouTube  

The Full Desk Experience
Industry Spotlight | No Shortcuts: How Top Firms Build Durable Recruiting Businesses with Norm Volsky, Managing Partner - DRI

The Full Desk Experience

Play Episode Listen Later Mar 5, 2026 48:14


What builds a recruiting firm that lasts? In this Industry Spotlight, Kortney Harmon sits down with Norm Volsky, Managing Partner at DRI and leader within the Pinnacle Society, to explore why long-term success comes down to relationships—not shortcuts.Norm shares how top firms balance technology with trust, invest in operations to protect the client experience, and why reputation and delegation matter more than any single placement.Tune in as Norm breaks down what it really takes to build a recruiting firm that lasts—from choosing the right clients to investing in operations and protecting trust with every placement.______________________Connect with Norm VolskyFollow Norm Volsky on LinkedIn: LinkedIn | NormCheck out Direct Recruiters Inc. (DRI) hereOrganizations Mentioned in This EpisodeCheck out Pinnacle Society's Website hereCheck out Sanford Rose Associates (SRA) hereCheck out Starfish Partners hereConnect with CrelateFollow Crelate on LinkedIn: CrelateWant to learn more about Crelate? Book a demo hereSubscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

Good In Practice
Leadership and Legacy: How Pro Bono Work Shapes Greenberg Traurig's Culture, Careers, and Client Relationships

Good In Practice

Play Episode Listen Later Mar 5, 2026 14:59


In this special relaunch episode of the Good in Practice podcast, Caroline Heller, Chair of Greenberg Traurig's Global Pro Bono Program, sits down with GT CEO Brian Duffy to explore the heart and impact of pro bono work at the firm. Together, they discuss Greenberg Traurig's unique philosophy of giving back, emphasizing how pro bono service is not only an obligation but also a privilege and a core value that strengthens the firm's culture. Brian shares personal stories from his early legal career, highlighting how pro bono matters accelerate associate development, build confidence, and offer transformative opportunities for client interaction and leadership. The conversation addresses common concerns associates may have about taking on pro bono work—such as subject matter intimidation and balancing billable expectations—while reinforcing the firm's commitment to supporting approved pro bono matters. Caroline and Brian also examine how collaborating on pro bono initiatives deepens professional relationships and makes teams stronger, more empathetic, and effective. Brian encourages all attorneys to get involved, underscoring that volunteering yields personal and professional rewards far beyond expectations. Tune in to hear inspiring stories and learn why pro bono is integral to Greenberg Traurig's legacy of service, leadership, and excellence.

The Career Refresh with Jill Griffin
5 Body Language Signals Every Leader Should Recognize (and What to Do When You See Them)

The Career Refresh with Jill Griffin

Play Episode Listen Later Mar 3, 2026 13:48 Transcription Available


Your influence isn't just in what you say, it's in what you notice. This episode breaks down five essential body-language tells that appear with bosses, clients, peers, and direct reports. You'll learn what each signal means, how to read the room with precision, and the practical steps to take when someone is confused, disengaged, overwhelmed, or resistant. If you want to communicate clearly, build stronger relationships, and lead with intention, this episode shows you how.The subtle cues that reveal disagreement, doubt, or disconnectionHow to adjust your communication in real time—without overreacting or assumingWhat to say (and avoid) when you spot tension, resistance, or appeasementSupport the showJill Griffin, host of The Career Refresh, delivers expert guidance on workplace challenges and career transitions. Jill leverages her experience working for the world's top brands like Coca-Cola, Microsoft, Hilton Hotels, and Martha Stewart to address leadership, burnout, team dynamics, and the 4Ps (perfectionism, people-pleasing, procrastination, and personalities). Visit JillGriffinCoaching.com for more details on: Book a 1:1 Career Strategy and Executive Coaching HERE Build a Leadership Identity That Earns Trust and Delivers Results. Gallup CliftonStrengths Corporate Workshops to build a strengths-based culture Team Dynamics training to increase retention, communication, goal setting, and effective decision-making Keynote Speaking Grab a personal Resume Refresh with Jill Griffin HERE Follow @JillGriffinOffical on Instagram for daily inspiration Connect with and follow Jill on LinkedIn

Changing The Sales Game
AI Helps Sales Teams Build Deeper Client Relationships with John Munsell (Episode 254)

Changing The Sales Game

Play Episode Listen Later Mar 3, 2026 38:42


"The next evolution of partnerships isn't about headcount—it's about using AI to scale your best people, content, and insights into micro-moments that drive real customer impact."— Barrett King Check Out These Highlights: I see this all the time - Sales professionals worry that AI will make selling feel transactional and robotic, but the opposite is true when used strategically. Using Scalable Prompt Engineering®, sales teams can automate the administrative burden—CRM updates, follow-up sequences, prospect research—freeing them to spend more time on what actually closes deals: genuine human connection. Today, my guest will reveal how top-performing sales teams use AI to remember client details at scale, personalize outreach without losing authenticity, and anticipate client needs before they're articulated. You will discover how to use AI as a relationship amplifier, not a replacement for the trust-building conversations that create loyal clients. About John Munsell: John Munsell, the CEO of Bizzuka and the author of INGRAIN AI. He is a recognized voice in the AI space, having guided hundreds of business leaders in AI adoption since 2022. How to Get in Touch with John Munsell: Website:   http://www.bizzuka.com/ Gift: https://ingrain.ai/2026 Free Code: Changing the Sales Game Podcast Stalk me online! Linktr.ee: https://linktr.ee/conniewhitman Subscribe to the Changing the Sales Game Podcast on your favorite podcast streaming service or YouTube.  New episodes are posted every week - listen as Connie delves into new sales and business topics, or addresses problems you may have in your business.

SeventySix Capital Leadership Series
Maury Gostfrand, Executive Vice President of The Montag Group - SeventySix Capital Sports Leadership Show

SeventySix Capital Leadership Series

Play Episode Listen Later Mar 3, 2026 38:27


On this episode of the SeventySix Capital Sports Leadership Show, Wayne Kimmel interviewed Maury Gostfrand, Executive Vice President of The Montag Group.Gostfrand joined The Montag Group in January, 2018 as Partner & Executive Vice President. Prior to joining The Montag Group, Maury was the President and Founder of Vision Sports Group, a New York-based sports management and marketing agency representing primarily sports broadcasters and coaches.Gostfrand graduated from the University of Michigan in 1991 and began his career with the New York-based firm, Athletes and Artists, serving as the Director of Marketing. While at A & A, he was responsible for securing marketing opportunities for the clients, which included broadcasters, professional athletes and Olympic athletes. Gostfrand then attended University of Miami School of Law, and while in law school, worked for Impact Sports in Boca Raton, Florida, representing professional athletes, including NFL and NBA players. In 1996, he joined New York-based RLR Associates, an agency which represents sports broadcasters, where he served as an agent for nine years.Gostfrand dedicates a lot of time to charitable causes including The Joe Torre Safe At Home Foundation, where he has served as a board member since it was launched in 2002, and MVP Charity, where he has served as a board member since 2017.Gostfrand and his family reside in Chappaqua, New York.Chapters00:00 Introduction to Maury Gosfran and the Montag Group02:16 Role of an Agent in Sports Media04:52 Client Relationships and Communication13:27 Impact of NIL and Evolving Media Landscape16:31 Transitioning Athletes to Broadcasting Careers21:54 The Importance of Social Media for Talent23:29 Spotlight on Rising Stars in Broadcasting26:19 Advice for Aspiring Broadcasters28:04 Surprises in the Sports Media Industry29:48 Supporting Clients in Podcasting31:04 Reflections on Mentorship and Career Growth

The Uncapped Photographer Podcast
From 40 shoots/month to $4k Sessions with Kalina

The Uncapped Photographer Podcast

Play Episode Listen Later Feb 27, 2026 14:42 Transcription Available


Want to connect with Kalina? Follow her on Instagram at https://www.instagram.com/kalinadenault/SummaryKalina Deneau shares her transformative journey from shooting 40 sessions a month to building a sustainable, high-value full-service photography business that prioritizes client relationships and personal well-being.Key TopicsTransition from shoot-and-burn to full serviceIncreasing average sale per clientWork-life balance and boundariesScaling business with a teamClient relationship and retention strategiesThinking about joining Uncapped or Intensive coaching? DM me the word COACH to www.instagram.com/christa_rene for a no pressure convo on if this could help your business grow to the next level.Thanks for listening! We'd LOVE if you left us a review!Connect with Christa on Instagram HERE!Enjoy a free 20-min training on adding $50k in income from products HERE!Apply for Uncapped HERE!

Business of Advice
Ep. 117 – Zack Kass: Use AI to Improve Client Relationships

Business of Advice

Play Episode Listen Later Feb 26, 2026 52:48


What happens to us when AI can perform tasks faster and cheaper than ever before? In this episode, Cody Foster welcomes Zack Kass, former head of Go-to-Market at OpenAI and author of "The Next Renaissance," to discuss how leaders can navigate the shifting technological landscape and share his perspective on AI technology's promises — and pitfalls. In this episode, you'll hear Zack's insights on: Going From Millions to Billions: Get an inside look at Zack's journey at OpenAI and the key leadership principles that helped scale the company. The New Premium: Discover how to stand out in a tech-saturated world by investing in real-world community experiences. The Next Renaissance: Learn how to foster agency, personal responsibility and hope in both your team and clients as technology transforms the landscape. Dive Deeper Into AI With Zack KassReady to explore the future of AI and human potential? Get your copy of Zack's bestselling book, "The Next Renaissance," and discover how to lead in a rapidly changing world. Connect with Zack: Website: ZackKass.com – Explore insights on AI, technology and innovation. Substack: substack.com/@zackkass – Deep dives into AI trends and future tech. Instagram: @zack.kass.ai – AI updates and behind-the-scenes content.  

Architecture, Design & Photography
Ep 124 - Capturing Spaces: A Conversation with Lauren Andersen of SEN Creative

Architecture, Design & Photography

Play Episode Listen Later Feb 19, 2026 82:04


In this episode, Trent sits down with Lauren for a candid conversation about what it really takes to build a sustainable and fulfilling career in interior and architectural photography. From breaking into the industry to navigating client relationships, creative burnout, and the emotional side of making a living as a photographer, they dig into both the craft and the psychology behind the work.  About Lauren Andersen Lauren Andersen is the founder and creative director of S•E•N Creative, a boutique creative agency specializing in capturing stunning interior and architectural visual assets. As creative director and the team's strategic cheerleader, Lauren brings a distinctive vision to each project. With a sharp eye for detail, she uncovers insights into every design, product, and architectural feature, ensuring that each image—whether still or moving—tells its own compelling story. Lauren's leadership and creative approach are key to S•E•N Creative's success and its strong industry reputation.  With a background in fine art, an easygoing demeanor, and over a decade of experience in interiors, Lauren attracts clients seeking a personal touch. She understands the challenges clients face and helps them save time and money by solving problems quickly and efficiently. Today, Lauren and her team at S•E•N Creative offer a comprehensive range of services, including photography, video, graphic design, styling, and public relations. This unique combination enables them to provide clients with a complete, holistic creative experience.  More from Lauren:  Website: https://www.sencreativeco.com  Instagram: https://www.instagram.com/sencreativeco/  YouTube: https://www.youtube.com/@sencreativeco/  More from us:  Website: www.adppodcast.com  Instagram: http://instagram.com/adppod_

Architectette
078: Meghan Webster: Co-Leadership, Client Relationships, and Design Research at Gensler Chicago

Architectette

Play Episode Listen Later Feb 16, 2026 49:05


Meghan Webster is the Co-Managing Director of Gensler Chicago, where she is driven by her lifelong passion for shaping human experiences. For the past 15 years, she has guided business strategy, built client engagement, and deepened her expertise in education, health, sciences, and civic markets at the firm. Currently, she is a Global Health Sector Leader, supporting the practice area's focus on innovation and is a mentor and advocate for elevating the next generation of talent.Meghan is a licensed architect and her notable project work includes the mHUB Innovation Center, Purdue University's Mitch Daniels School of Business, and Wichita State University's Barton School of Business.We talk about: - Meghan's elevation to co-managing director and how she approaches leadership of more than 250 people across 18 practice areas. - How leadership roles may emerge through a mix of self advocacy, finding your champion, client relationships, and being open to opportunities you may not initially feel ready for.- Gensler's thought leadership and how it is often a response to real client questions. Meghan shares how data can emerge from research partnerships, post occupancy studies, and design collaborations.- The issues that her higher education clients are grappling with today, including funding uncertainty, AI, aging buildings, real estate strategy, and evolving global campuses. Meghan shares how Gensler is considering these topics and making their forecasts about the future of education. >>>Connect with Meghan:LinkedInGensler's Website>>>Thank you to our Sponsor:⁠⁠Arcol ⁠⁠is a collaborative building design tool built for modern teams. Arcol streamlines your design process by keeping your model, data, and presentations in sync- enabling your team to work together seamlessly. Learn more about Arcol on their ⁠⁠Website⁠⁠, ⁠⁠Instagram⁠⁠, ⁠⁠YouTube⁠⁠, ⁠⁠X⁠⁠, and ⁠⁠LinkedIn⁠⁠.>>>Connect with Architectette:- Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ www.architectette.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Learn more)- Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ @architectette⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (See more)- Newsletter:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ www.architectette.com/newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Behind the Scenes Content)- LinkedIn:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Architectette Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Page and/or⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Caitlin Brady⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>>> Support Architectette:- Leave us a rating and review!>>>Music by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlexGrohl⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ from ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Pixabay⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Podcast Editors Mastermind
Losing Clients due to Rush Fees? Have them send flowers instead.

Podcast Editors Mastermind

Play Episode Listen Later Feb 11, 2026 49:33


Implementing fees without alienating clients is a key challenge for contractors like us. Things become exceedingly difficult when trying to balance a normal full-time workload and "incentivize" clients to send their files on time.What are the options we have to shuffle jobs around to accommodate a client who "needs it tomorrow"? Angelina Gurrola and Charles Commins provide solutions you can use in your own business.Key moments:(00:00) Defining Late and Rush Fees(06:35) Enforcing Fees Without Alienating Clients(12:13) Including Fees in Proposals and Contracts(15:38) Client Choices and Boundaries(22:00) Transparency and Trust in Client Relationships(27:53) Preventing Late Submissions and Rush Jobs(35:54) Percentage vs. Flat Rate Rush FeesResources mentioned in the show:Charles was Non-Employee of the Week (week 38)Thanks to Chad Parizman and Alejandro Ramirez for their contributionsSee flowers sent instead of paying a Rush Fee__________________________Our Panel:Angelina Gurrola is a podcast producer, manager, and strategist offering full-service launch and monthly management packages to creative businesses & brands.She helps her clients connect more deeply with their audience, disrupt the status quo, and create a profitable ecosystem of content through values-aligned support, systems, and accountability.A former music producer & current DJ, Angelina resides in Chicago with her cats, hobbies, and a growing vinyl collection.Website: https://wildwavepodcasting.comThreads: https://www.threads.com/@_angelinagurrolaLinkedIn: https://www.linkedin.com/in/angelina-gurrolaCharles Commins is the host of the award winning It's All Cobblers To Me podcast, founder of podcast production company, Vibrant Sound Media and co-runner of the largest UK podcaster community, MIC's Podcast Club.From Warrington, Charles spends most of his time running - be that for exercise or simply chasing his two kids around!Website: https://vibrantsoundmedia.com______________________________Tools we used:*Riverside.fm to RECORDWe used Riverside to record this episode and create video shorts for marketing the show.*PodChapters for CHAPTERSPodChapters allows us to create chapters, incorporate them into the MP3 and RSS feed, and include chapters in the show notes.*Captivate.fm for our podcast MEDIA HOSTWe...

Strap on your Boots!
Episode 341: Personal Service in a Depersonalizing World with Tim Townsend

Strap on your Boots!

Play Episode Listen Later Feb 9, 2026 17:04


Rediscover the power of authentic connection in this episode of Zero to CEO with Tim Townsend. With 30+ years in leadership and wealth management, Tim shares how putting people first isn't just the right thing — it's a winning business strategy. Learn how to balance tech with human service, build standout client experiences, and lead with empathy in a world full of automation. If you're tired of “your call is important to us,” this is your reset button.

Axiom Podcast - Axiom Strategic Consulting
174: Building Client Relationships That Last

Axiom Podcast - Axiom Strategic Consulting

Play Episode Listen Later Feb 4, 2026 40:25


Joey Brannon and Mike LoBue discuss how strong client relationships are formed, the role internal culture plays in external trust, and why consistency and follow-through are essential for building credibility over the long term.

Ask Drone U
EDL 019: Turning Passion to Profession: Running successful drone business in Hawaii, with Gabo Hanohano

Ask Drone U

Play Episode Listen Later Feb 1, 2026


In this episode, Gabe Hanohano takes us on his inspiring journey of building a successful drone business in Hawaii. Starting with a deep-rooted passion for photography and technology, Gabe navigates the intricate world of drones, sharing the highs and lows of his entrepreneurial path. He underscores the critical role of networking in Hawaii's relationship-driven market and the importance of adapting business strategies, including rebranding for better market positioning. Gabe also delves into the power of leveraging technology, such as AI, to enhance business operations and the necessity of a strong online presence for client attraction. His story is a testament to the value of continuous learning, resilience, and maintaining relationships in a rapidly evolving industry. Aspiring drone entrepreneurs will find Gabe's insights on exploring new opportunities, the potential of NSF grants for research and development, and the importance of staying grounded in reality both enlightening and motivating. Join us as Gabe shares his wisdom on thriving in the drone industry amidst challenges and uncertainties. Want to Make Money Flying Drones? DroneU gives you the blueprint to start and grow a real drone business: FAA Part 107 prep 40+ courses on flight skills, real estate, mapping, and business Pricing guides, client acquisition, and weekly coaching Supportive community of top-tier drone pros Start here https://www.thedroneu.com Know someone ready to take the leap? Share this episode with them !! Stuck between a safe job and chasing your drone dream? Download our FREE Drone Pilot Starter Kit   Includes: FAA checklist, pricing template, and plug-and-play proposal to help you land your first client with confidence.  https://learn.thedroneu.com/bundles/drone-pilot-starter-kit  Timestamps [02:49] - Gabe's Journey into Drones [05:59] - First Paid Jobs and Learning Experiences [09:06] - Building a Drone Business in Hawaii [12:04] - The Importance of Networking and Relationships [15:04] - Adapting Business Strategies and Name Changes [18:04] - Navigating the First Year of Business [20:46] - Acquiring Contracts and Client Relationships [23:54] - Leveraging Technology for Business Growth [26:58] - SEO and Online Presence [30:06] - The Role of AI in Business Development [33:01] - Long-Term Business Strategies and Mindset [36:07] - Future of Drone Business and Industry Changes [39:21] - Navigating Uncertainties in the Drone Industry [42:05] - Adapting to Market Changes and Client Needs [44:50] - Exploring New Opportunities and Innovations [46:26] - Reality Checks for Drone Business Owners [51:09] - Resilience and Perseverance in Challenging Times [54:50] - Networking and Collaboration for Growth [01:00:49] - Research and Development: NSF Grant Insights [01:06:08]  - Future Aspirations and Scaling the Business [01:08:55] - Lessons Learned and Best Practices

The Designer Within
90: The Fear of Losing Clients When You Speak Your Values

The Designer Within

Play Episode Listen Later Jan 26, 2026 28:29 Transcription Available


This episode is a little different. In a time that feels heavy, confusing, and deeply human, John speaks honestly about the fear many business owners carry when it comes to speaking their values.This conversation is not about shouting online or debating politics. It's about alignment. It's about understanding why neutrality still communicates something, why your business is never separate from you, and how to live inside your values without performing or burning everything down.Using a simple what, why, how framework, John shares three grounded actions you can take this week to bring your values into your business in a way that feels steady, intentional, and human.In this episode:Why neutrality still sends a messageThe fear of losing clients when you speak your valuesThe difference between opinions and misaligned valuesWhy creatives feel this moment so deeplyThe concept of the “golden thread” of valuesHow to practice quiet alignment in your businessCreating boundaries and client alignment without confrontationText Me a Message!_____________________________________________________________________________________FREE VIDEO TRAINING DIRECT FROM JOHN:Design feels natural.The business side doesn't.Join this free 39-minute training for interior designers and learn the 3 secrets to building a profitable, stress-free design business without burnout or chaos.

Staffing & Recruiter Training Podcast
TRP 291: Using Charitable Activities to Reinforce Important Client Relationships with Karen Kaplowitz

Staffing & Recruiter Training Podcast

Play Episode Listen Later Jan 22, 2026 26:56


Episode 291 features Scott Love in conversation with legal business development strategist Karen Kaplowitz on how lawyers can use charitable sponsorships to deepen client relationships and generate business in a way that feels authentic. Kaplowitz defines “charitable sponsorships” as the common scenario where a client invites a lawyer or law firm to support a charity through events such as dinners, honoree celebrations (often for a general counsel or senior executive), golf tournaments, or fundraising activities. While this can resemble other networking, she argues the charity context creates a stronger “expectation of interaction” and a closer bond because the client is personally invested. Done well, it is not simply writing a check; it is learning what the client and their company care about and showing up in meaningful ways that build trust and access in an increasingly competitive market where competitors are often being invited to the same opportunities. Kaplowitz emphasizes that the biggest mistake firms make is treating charity involvement as a one-and-done transaction, which leads to wasted spend and missed relationship leverage. The value comes from being intentional: doing advance research on who will be there, coordinating internally to ensure the right lawyers attend, arriving early, engaging purposefully, and following up to convert introductions into ongoing relationships. She highlights high-impact approaches such as volunteering alongside clients (e.g., joining a client's Thanksgiving service activity), helping a charity by mobilizing firm resources when a key client is being honored, and serving on boards where clients can see lawyers “in action” as problem-solvers. Her three recommended action steps are: (1) identify what charities your most important clients support, (2) plan specific ways to support the client and the charity (sponsorship, board service, volunteering, fundraising), and (3) execute with consistent follow-through as part of an organized relationship plan with clear activities and a budget. Visit: https://therainmakingpodcast.com/ YouTube: https://youtu.be/on0Bm4AfffE ----------------------------------------

Building the Premier Accounting Firm
5 Steps to Building Client Trust in Accounting w/ Shady Abboud

Building the Premier Accounting Firm

Play Episode Listen Later Jan 21, 2026 50:03


Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center. Today, Roger sits down with Shady Abboud, to discuss his unique path into accounting, blending entrepreneurial experience with finance expertise. Shady highlights the distinction between bookkeeping and CFO advisory services, emphasizing the strategic role of a CFO in business growth and decision-making for SMBs. Learn how a niche in e-commerce can boost success. In This Episode: 00:00 Welcome Shady 01:31 Shady's Entrepreneurial Journey to Accounting 05:36 The Strategic Accountant's Perspective 10:09 Bookkeeping vs. CFO Advisory Services 13:50 When a Business Needs a CFO 17:46 Key Performance Indicators for Businesses 20:21 The Value of CFO Client Relationships 23:07 Managing Bookkeeping and Advisory Businesses 27:06 The Niche Advantage: E-commerce Accounting 31:00 Empathy in Client Relationships 35:42 The Bookkeeping Business Experience 39:48 Gratitude and Supporting Entrepreneurs 42:14 Closing Thoughts: Specialization and Mindset 47:00 Podcast Wrap-up and Resources Key Takeaways: Understand your business owner clients' goals beyond just numbers for better financial advice. Differentiate bookkeeping as compliance-focused and CFO advisory as forward-looking strategic analysis. Recognize signs a business needs a CFO, especially during periods of rapid growth, contraction, or strategic pivots. Prioritize gross profit margin as a core KPI to assess business efficiency and impact of external factors like inflation. Cultivate empathy and build trusting relationships with clients to foster open communication and address challenges effectively. Featured Quotes: "My strongest suit was always accounting and finance. So I decided to go into that route exclusively and I really enjoyed it." — Shady Abboud "The CFO or the fractional CFO is the CEO's best friend because he's having a conversation with the business owner that no one else is having." — Shady Abboud "We are more than just a provider. We are their partner. And sometimes one of the most important pieces in their business." — Shady Abboud Behind the Story: Shady offers a look into his evolution from a corporate role to launching and selling two businesses, including a restaurant. This hands-on experience of "wearing all the hats" gave him a rare perspective that traditional accountants often lack. He discovered his knack for finance and his ability to translate complex financial concepts into understandable insights for business owners, leading him to establish his own accounting and advisory firms. His story highlights the personal and professional shifts that paved his way to becoming a strategic financial partner. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Connect the Shady on LinkedIn: https://www.linkedin.com/in/shadyabboud/  https://unloop.com/    Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

The Pediatric Lounge
225 Years In Independent Practice, What Worked and What I learned

The Pediatric Lounge

Play Episode Listen Later Jan 20, 2026 54:34


The Journey of Independent Pediatric Practice with Dr. Brian BirchIn this episode of The Pediatric Lounge, hosts George and Herbie welcome back Dr. Brian Birch to discuss his two years of experience running an independent pediatric practice. They explore the successes and challenges of starting the practice, the key technologies that have supported its operation, and the culture and values driving its mission. The conversation covers the use of AI ambient scribes, patient communication tools, and the importance of maintaining relationships with patients. Dr. Birch also shares insights into leadership, team building, and the complexities of vaccine hesitancy in a changing healthcare landscape.00:00 Introduction to the Pediatric Lounge00:24 Welcoming Dr. Brian Birch00:39 Independent Practice Journey01:19 Practice Operations and Team Structure03:10 Technology in Practice03:29 AI and Digital Scribes18:12 Challenges and Solutions in Practice Management24:31 Building a Positive Culture29:25 The Courage to Prune for Growth30:46 Enterprise First Mindset31:55 Client Relationships and Non-Negotiables32:52 Navigating Vaccine Hesitancy36:41 Building Trust with Patients46:36 Challenges in Pediatric Practice47:13 Advocacy and Future Plans51:54 Networking and Community Support53:14 Conclusion and FarewellSupport the show

Sales POP! Podcasts
How Outcome-Based Consulting Builds Better Client Relationships - Tim Beattie

Sales POP! Podcasts

Play Episode Listen Later Jan 17, 2026 25:44


What if consulting contracts rewarded results instead of hours worked? Tim Beattie, CEO of Stella and former Red Hat executive, is pioneering exactly that approach.  In this conversation, Beattie breaks down the emerging consulting model that's replacing traditional project-based work. Subscription engagements provide clients ongoing access to expertise while creating predictable revenue streams. Asynchronous coaching through recorded videos scales impact beyond billable hours. AI tools amplify consultant knowledge without replacing human connection.

Ditching Hourly
Charles Miller - What Is “Good” Taste And Why Would Anyone Want It?

Ditching Hourly

Play Episode Listen Later Jan 13, 2026 42:14


Charles Miller of Platoon joined me on Ditching Hourly to discuss “good” taste, how you get it, why you might want it, and what to do when your clients don't have it. LinksCharles' personal site » https://www.charlesmiller.com/Charles' portfolio site » https://www.platoon.studio/Chapters(00:00) - Introduction and Guest Welcome (00:11) - Defining Taste (00:19) - Charles Miller's Background (00:59) - The Concept of Informed Opinion (02:20) - Developing Taste Over Time (05:50) - Taste in Different Domains (08:44) - Taste and Business Decisions (16:42) - Client Relationships and Taste (21:30) - Understanding Client Needs (24:00) - The Role of Taste in Design (25:28) - The Importance of Practice (27:09) - Releasing Your Work to the World (27:52) - The Role of Taste Makers (30:11) - Balancing Client Expectations and Creative Vision (34:36) - The Genius of Simplifying Complex Ideas (40:07) - Final Thoughts and Wrap Up ----Do you have questions about how to improve your business? Things like:Value pricing your work instead of billing for your time?Positioning yourself as the go-to person in your space?Productizing your services so you never have to have another awkward sales call or spend hours writing another custom proposal?Book a one-on-one coaching call with me and get answers to these questions and others in the time it takes to get ready for work in the morning.Best of all, you're covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word, and I'll refund your purchase in full.To book your one-on-one coaching call, go to: https://jonathanstark.com/callI hope to see you there!

The Photographer Mindset
Ian Jones - How Independent Creators Can Win Over Clients from Big Agencies

The Photographer Mindset

Play Episode Listen Later Dec 29, 2025 55:33


Ian Jones (@iansjones) is a Pittsburgh-based commercial photographer and creative strategist known for crafting bold, story-driven visuals for brands and businesses, with a focus on content that connects, performs, and stands out.Expect to Learn: How to tactfully ask potential clients about their current marketing effortsThe importance of educating clients about what they're missing from or overpaying to social/marketing agenciesHow to create mock-up ads or showcase relevant portfolio work that demonstrates your capabilitiesHow being a local creator can give you an edge over large marketing agenciesHow explaining your process can help win over clients who may feel jaded by previous experiences.Ian's Website: https://www.isjdesigns.com/Sponsors:Thanks to WhiteWall for being our lead sponsor this episode! They're the top choice for photographers who want the highest-quality prints! Use the code TPM2025 at checkout for 15% off: https://www.whitewall.com/Our Links:Join our subreddit where you can share stories and ask questions:https://www.reddit.com/r/photographermindset/Subscribe to TPM's Youtube page and watch full length episodes: https://www.youtube.com/thephotographermindset/Make a donation via PayPal for any amount you feel is equal to the value you receive from our podcast episodes! Donations help with the fees related to hosting the show: https://paypal.me/podcasttpm?country.x=CA&locale.x=en_USThanks for listening!Go get shooting, go get editing, and stay focused.@sethmacey@mantis_photography@thephotographermindsetSupport the show

Ask Drone U
EDL 017: The Future of drones in Golf course management – A Conversation with Graham Heinrich

Ask Drone U

Play Episode Listen Later Dec 23, 2025


In this captivating episode of "Elevating Drone Life," we journey with Graham Heinrich, a seasoned expert in the drone industry, as he shares his remarkable transition from traditional golf course management to the innovative world of drone technology. With over 23 years of experience in professional golf, Graham offers a unique perspective on how drones have revolutionized mapping and data collection, particularly in the realm of golf course management. Graham's story begins with his early days as a caddy, where he developed a deep understanding of the intricacies of golf. This foundation paved the way for his pioneering work in using drones to enhance golf course operations. He discusses the significant shift from manual methods to advanced drone technology, highlighting the efficiency and precision that drones bring to the table. Throughout the episode, Graham delves into the operational differences between Europe and the USA, shedding light on how varying regulations impact drone usage. He emphasizes the importance of understanding client needs and building strong relationships within the golf industry, which have been key to his success. Gain valuable insights into the diverse deliverables Graham provides to golf courses, from 3D mapping and visualization to solving complex drainage issues. He shares his experiences working with prestigious golf courses, including the iconic St. Andrews, and how his work has been instrumental in enhancing the golfing experience. Graham also offers practical advice for aspiring drone operators, encouraging them to stay positive, persistent, and continuously learn. He highlights the potential for growth in the drone industry and the endless opportunities it presents for those willing to embrace change and innovation. Join us for an inspiring conversation that not only explores the technical aspects of drone technology but also celebrates the passion and dedication required to succeed in this dynamic field. Whether you're a drone enthusiast or a golf aficionado, this episode promises to deliver a wealth of knowledge and inspiration. Want to Make Money Flying Drones? DroneU gives you the blueprint to start and grow a real drone business: FAA Part 107 prep 40+ courses on flight skills, real estate, mapping, and business Pricing guides, client acquisition, and weekly coaching Supportive community of top-tier drone pros Start here https://www.thedroneu.com Know someone ready to take the leap? Share this episode with them !! Stuck between a safe job and chasing your drone dream? Download our FREE Drone Pilot Starter Kit   Includes: FAA checklist, pricing template, and plug-and-play proposal to help you land your first client with confidence.  https://learn.thedroneu.com/bundles/drone-pilot-starter-kit  Timestamps [00:00] Introduction to Graham Heinrich and His Journey [11:36] Transitioning to Drone Technology in Golf [24:15] Differences in Drone Operations: Europe vs. USA [33:38] Deliverables for Golf Courses and Client Relationships [42:23] 3D Mapping and Visualization in Golf [55:26] Challenges and Opportunities in the Drone Industry [01:08:34] Advice for Aspiring Drone Operators

Nobody Told Me with Mike & Blaine
“Why Great Client Relationships Start With Listening” on Mike and Blaine

Nobody Told Me with Mike & Blaine

Play Episode Listen Later Dec 11, 2025 56:20


Send us a textIn this episode, Mike and Blaine dive into the uncomfortable truth every entrepreneur, advisor, and salesperson eventually faces: sometimes we talk way too much. And when we do, we lose deals, disconnect from clients, and miss the gold hidden in the conversation. Using a tongue-in-cheek comparison between therapists and vendors, the guys break down why the 70/30 rule (listen 70%, talk 30%) is a business superpower—and how mastering silence can actually make you more persuasive, more trusted, and more profitable. Expect candid confessions, a few hilarious self-owns, and practical takeaways on empathy, communication, and understanding what your customers really need. If you want to deepen relationships, close more deals, and stop sabotaging your own conversations, this episode hits home.#MikeAndBlaine #EntrepreneurLife #SalesTips #BusinessCommunication #LeadershipSkillsWatch on YouTube: https://youtu.be/jfDgVT5ssvoBuy us a beer and keep the show rolling at mikeandblaine.com!Featured Beer: @twopitchersbeer @pinnaclebrewingMike: Two Pitchers Brewing “Nordic Jam” Fruited LagerBlaine: Pinnacle Brewing Company “Rescued” Hazy IPA in support of Foothills Animal Rescue https://foothillsanimal.orgThanks to our Beer Sponsors: • Rachel Barnett from Gentle Frog: youtube.com/@GentleFrog • Karen Hairston from 3S Smart Consulting: 3ssmartconsulting.com• Larry Weinstein, the Cash Flow Cowboy in Houston Texas!• Neighbor Pat• DevinListen to all our episodes at mikeandblaine.comcashflowmike.comdryrun.comSupport the showCatch more episodes, see our sponsors and get in touch at https://mikeandblaine.com/