Podcasts about client relationships

Hey Winner, Feeling stretched trying to serve clients well and stay constantly online? You're not alone. In this episode, I'm joined by Sarah Noked, CEO of OBM School, to chat about how you can create a high-touch, faith-aligned client experience using simple systems and smart automation without the burnout. This conversation is your permission slip to grow your business sustainably, while honoring your time, your family, and your faith. Rooting for you ~ Gabe   New to the podcast? Start here: https://redhotmindset.com/podcast-start/   LISTEN TO HEAR: How to craft a seamless, personal client journey (even when you're offline) Simple systems for onboarding, follow-ups, and nurturing relationships The best tools to automate with authenticity How to serve well without being “on” 24/7   LINKS MENTIONED IN EPISODE: Sarah's website: https://www.sarahnoked.com/   CONNECT WITH ME: ➡️ Website: https://redhotmindset.com/ ➡️ Join the Red Hot Accountability Club: https://redhotmindset.com/rha/ ➡️ Free mini course: Craft Your Marketing Strategy Without Social Media: https://redhotmindset.com/marketing/ ➡️ Free workshop: 3 pillars to setting and crushing goals in a stress-less, no hustle way https://redhotmindset.com/goals/

In this episode of Remodelers on the Rise, architect turned remodeler Mary Denby shares how she shifted from wearing every hat to leading with clarity. From creating real processes, to hiring her first estimator, to facing the numbers instead of avoiding them, her story shows the power of focus, action, and joy in business. ----- Ready to streamline your business and increase profits? Visit JobTreadto see how their all-in-one construction management software helps remodelers and builders simplify estimating, scheduling, job costing, and invoicing. Want to hear JobTread in action? Check out our upcoming January episode featuring stories from the JobTread Connect User Conference in Dallas. You'll hear directly from contractors who are using JobTread to boost profits, improve communication, and deliver a better client experience. ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights! ----- Takeaways JobTread provides full visibility into project management. Transitioning from architecture to business ownership can be challenging. Implementing processes is crucial for business growth. Understanding financials is key to running a successful business. Setting boundaries helps maintain work-life balance. Hiring the right team members is essential for success. Leadership involves empowering your team and allowing them to shine. Continuous improvement is necessary for long-term success. Having fun in business is important for motivation. Taking action on ideas leads to positive outcomes. ----- Chapters 00:00 Introduction to MHD Builds and Personal Milestones 03:31 Celebrating 50 Days of Travel and Life's Joys 06:41 Mary's Journey from Architecture to Remodeling 12:34 Building a Business: Challenges and Growth 18:25 Implementing Processes for Success 20:52 The Power of Peer Support 26:16 Hiring Decisions and Business Growth 27:36 Understanding Financials for Better Decision Making 29:35 Leadership Challenges and Team Dynamics 35:56 Facing Financial Realities Head-On 42:43 Key Takeaways and Closing Thoughts

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

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

In this episode of the “Go Beyond Fundraising” podcast, we talk with Debbie Merlino, AGP's Executive Vice President of Client Relationships, to unpack the unprecedented funding challenges facing public media. With federal and state cuts reshaping station budgets, leaders are asking: what's next? Debbie shares how stations are navigating the immediate influx of donor support, the risks of relying on that short-term crisis giving, and the critical need to reframe this moment as a “new reality” rather than a temporary hurdle. She outlines strategies for sustaining momentum – stewardship that deepens trust, digital-first acquisition, and data-driven, mid-level upgrades that unlock donor potential. She talks about why closer collaboration among development, finance, and leadership is essential for resilience — and how proven tools like GivingDNA, staff augmentation, and AGP's Mid-Level Accelerator can help stations not only stabilize but thrive. Whether you lead a station, steward its donors, or build fundraising strategies, this conversation offers practical insights for moving beyond survival and into long-term growth.

In this episode, we dive into a lively showdown between two powerful strategies for nurturing relationships: email marketing vs. online communities.   You'll hear us engage in a playful showdown, where we throw down our best arguments for why our preferred method is the ultimate way to nurture relationships. As we explore the virtues of each approach, you'll learn about the power of automation and the certainty of email marketing, and the real-time engagement and community-building magic that comes from private online spaces.   So, whether you're team email or team community, or just curious about how to nurture your connections, this episode is packed with fun banter and valuable takeaways!

Lee Salz is the founder and CEO of Sales Architects®, a globally recognized sales management strategist, bestselling author, and keynote speaker. Widely respected for challenging outdated sales methods, Lee equips organizations with powerful sales strategies, playbooks, and processes that drive explosive, profitable growth.His insights have helped hundreds of companies differentiate themselves and develop world-class salesforces. As the author of several bestsellers—including Sales Differentiation and his latest, The First Meeting Differentiator—Lee is on a mission to transform how companies approach sales conversations, starting with the very first meeting.SHOW SUMMARYIn this episode of Selling from the Heart, Larry Levine and Darrell Amy welcome back Lee Salz for an insightful conversation about the critical role of the first meeting in the sales journey.They explore what it means to sell from the heart—leading with authenticity, human connection, and emotional awareness. Lee explains why most sales professionals fail to differentiate themselves early on and how to fix it.From practical strategies to ask emotive questions, to why you should always end meetings with clear next steps, this episode is a goldmine of advice for sales professionals who want to build deeper trust, deliver meaningful value, and win more deals. KEY TAKEAWAYSAuthenticity wins — make people feel seen, heard, and valued.Meaningful value comes from understanding the client's emotional and strategic needs.Emotions drive decisions, but most sellers only use logic—learn how to tap into both.Differentiate in the first meeting by asking better questions and leading with empathy.Clarity matters — end every meeting with clear next steps and a follow-up.Language is powerful — say “investing time,” not “spending time.”HIGHLIGHT QUOTESPerson before prospect. Until you understand them as a person, you can't possibly have them as a prospect.Don't forget to say: ‘Thank you for investing time with me today.' Not spending time, nvesting it.People buy based on emotion and justify their decisions with logic—but nobody's doing it.The problem with your case is it's all facts, no heart—and the jury isn't buying it.

In this episode, I wanted to share my comprehensive guide on how to build a world-class referral program for your veterinary practice. Referrals are truly the lifeblood of so many successful clinics, but the reality is that most practices don't have a structured system in place to maximize this powerful growth channel. I'll walk you through why referrals matter so much, the data behind their impact, and — most importantly — how you can create a referral engine that consistently brings in high-quality clients and strengthens your reputation in the community. We'll start by talking about the foundation: delivering remarkable client experiences that naturally inspire word-of-mouth. I'll share actionable ideas for creating those memorable “wow” moments, from handwritten thank-you notes to personalized video messages and unique welcome gifts. Then, I'll break down how to skillfully and confidently ask for referrals without feeling awkward or “salesy,” including scripts and open-ended questions that actually get results. Plus, I'll cover how to make referrals easy and trackable — using everything from referral cards to digital tools and pre-written messages your clients can share with friends. But it doesn't stop there. I'll dive into designing compelling referral incentives that motivate both your clients and their friends, and I'll show you how to expand your referral network beyond just clients by partnering with local businesses like groomers, trainers, and pet stores. We'll also discuss the importance of following up and recognizing your top referrers, tracking and optimizing your program, and getting your whole team on board for maximum impact. To top it off, I'll share ideas for running referral campaigns and events that really boost engagement and excitement. By the end of this episode, you'll have a step-by-step blueprint for building a referral program that's not only effective but also sustainable for the long haul. Whether you're just getting started or looking to take your existing program to the next level, you'll find practical strategies you can implement right away. If you have your own referral success story or need help getting started, I'd love to hear from you — let's work together to build thriving veterinary practices!

In this episode of the Real Estate Pros podcast, host Erika chats with Jamie Mazuryk, a former police officer turned real estate agent. Jamie shares how her protective instincts and direct communication style shape her approach, emphasizing client education, honesty, and preparation for homeownership. She discusses the impact of new buyer broker laws, the importance of strong relationships and negotiation, and her passion for helping clients build wealth. Driven to protect, empower, and inspire, Jamie views every challenge in real estate as an opportunity to serve others.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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

In this episode, my guest is Mike Renick of Team Renick in Sarasota, Florida. After a 31-year career at General Motors, Mike reinvented himself in real estate and is now proving that age is no barrier to innovation. He shares how his team of three uses AI to create content at scale, build hyper-local connections, and stay ahead in a changing search landscape. From “AI Mike” video avatars to automated blogging systems, Mike shows how curiosity and technology can free up time for what matters most, building authentic client relationships. Whether you're new to AI or ready to sharpen your edge, you'll walk away with tactical tips and tools you can apply immediately to your own business. Show Resources:  YouTube channels recommended by Mike:  https://www.youtube.com/@ProductiveDude https://www.youtube.com/@drakesurach   Guest: Mike Renick Online Presence: https://www.liinks.co/mikerenick Host: Rajeev Sajja Rajeev Sajja on Facebook Rajeev Sajja on Instagram Rajeev Sajja on LinkedIn Rajeev Sajja on YouTube Resources:  Agent to AIgent book on Amazon - https://a.co/d/0YxMd2Y Real Estate AI Flash Podcast Site AI Playbook Join the Instagram Real Estate AI Insiders Channel Join the Real Estate AI Academy waitlist Subscribe to the Real Estate AI Flash Newsletter  

In this conversation, Anu Adegbola and Inderpaul Rai discuss the importance of learning from mistakes in PPC management, the role of automation and AI in marketing, and the significance of effective communication within teams. Indi shares a personal experiences and insights on how to navigate challenges in the industry, emphasizing the value of client relationships and the need for continuous learning and adaptation in a rapidly changing digital landscape.TakeawaysThe importance of a thorough handover process to avoid mistakes.Automation should be used as a tool, not a crutch.Effective communication within teams is crucial during crises.Learning from mistakes is essential for growth in any career.Client relationships can be strengthened through transparency and collaboration.AI should assist, not replace human judgment in marketing tasks.Mistakes can lead to valuable lessons and improved processes.Maintaining a calm demeanor as a leader helps manage team panic.Understanding the client's perspective can improve agency-client relationships.Regularly reviewing and celebrating past successes can combat imposter syndrome.Chapters00:00 Introduction and Background04:45 The Importance of Team Communication09:57 Learning from Mistakes in Performance Marketing15:02 Client Relationships and Trust20:08 Leadership and Crisis Management21:51 Effective Communication in Teams22:48 Learning from Mistakes24:43 The Importance of Data and Automation26:33 Understanding Client Relationships27:27 Common Pitfalls in AI Usage30:32 The Value of Mistakes32:32 Managing Team Reactions to Errors35:37 Career Reflections and GrowthFind Inderpaul on LinkedInIntervier with Ed Sheeran:Part 1 Part 2Book a coaching call with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Anu⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PPC Live The Podcast (formerly PPCChat Roundup) features weekly conversations with paid search experts sharing their experiences, challenges, and triumphs in the ever-changing digital marketing landscape.The next ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PPC Live London⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ event is on October 22ndFollow us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠WhatsApp Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Newsletter⁠

Join Brian Doyle in this enlightening episode of MSP Business School as he unpacks the burgeoning potential of artificial intelligence in transforming the Managed Service Provider landscape. Doyle offers a deep dive into how MSPs can leverage AI to enrich client relationships and optimize business operations. This episode acts as an essential guide for MSPs striving for innovation and meaningful customer impacts. Gain insights into AI-powered customer support, an underutilized yet crucial tool for delivering 24/7 service experiences in small to mid-sized businesses. Doyle emphasizes the importance of integrating AI chatbots for boosting customer satisfaction and streamlining operations, particularly during peak business seasons. From predictive analytics to seamless marketing automation and cybersecurity, he carefully outlines how AI can address current gaps and lay the groundwork for more proactive and automated approaches within MSPs and their clients. Drawing on real-world scenarios, Doyle illustrates how AI can provide actionable insights, ensure cybersecurity readiness, and enhance productivity through workflow automation. Key Takeaways: AI-Powered Customer Support: Leverage AI chatbots to provide immediate customer service, enhancing satisfaction and operational efficiency. Predictive Analytics and Business Insights: Use AI in conjunction with BI tools to uncover trends and optimize inventory and marketing strategies. AI-Driven Marketing Automation: Implement AI to personalize marketing efforts, supporting continuous engagement and maximizing ROI. Enhancing Cybersecurity: Employ AI tools to detect and counter threats, ensuring robust protection for small business clients. Workflow Automation: Identify repetitive tasks ripe for AI automation, freeing up human resources for higher-value work. Show Website: https://mspbusinessschool.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Sponsor vCIOToolbox: https://vciotoolbox.com

Beth Weinstein's Links & Resources▶Free Spiritual Business & Psychedelic Business Trainings: https://bethaweinstein.com/gifts▶ Beth's other Business Coaching Programs: https://bethaweinstein.com/services▶ Beth's Instagram: http://instagram.com/bethaweinstein▶ Beth's Facebook: https://www.facebook.com/bethw.nyc & https://www.facebook.com/BethWeinsteinbiz▶ Join Beth's free Psychedelics Facebook Community: https://www.facebook.com/groups/PsychedelicsandSacredMedicines▶ Various Psychedelic Training Programs and Resources: https://bethaweinstein.com/resources Download Beth's free trainings here: Clarity to Clients: Start & Grow a Transformational Coaching, Healing, Spiritual, or Psychedelic Business: https://bethaweinstein.com/grow-your-spiritual-businessIntegrating Psychedelics & Sacred Medicines Into Business: https://bethaweinstein.com/psychedelics-in-business▶ Beth's Coaching & Guidance: https://bethaweinstein.com/coaching ▶ Beth's Offerings & Courses: https://bethaweinstein.com/services▶ Instagram: @bethaweinstein ▶ FB: / bethw.nyc + bethweinsteinbiz ▶ Join the free Psychedelics & Purpose Community: / psychedelicsandsacredmedicines

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

Mike Stromsoe is a highly respected insurance agency owner, elite coach, and the founder of Unstoppable Profit Producer (UPP). With more than 35 years of industry experience, Mike is on a mission to help agency leaders, sales teams, and entrepreneurs grow revenue, build meaningful relationships, and develop systems that lead to long-term success.His signature People, Processes, Promotion formula has helped thousands build high-trust businesses fueled by discipline, purpose, and heart. Mike is known for his relentless focus on personal development, team excellence, and his ability to simplify success into actionable, repeatable strategies.SHOW SUMMARYIn this episode of Selling from the Heart, Mike Stromsoe shares his journey from insurance agency leader to the founder of Unstoppable Profit Producer. Larry Levine and Darrell Amy dive deep into Mike's People, Processes, Promotion framework and explore what it means to build a business centered around authenticity, trust, and purpose.Mike reveals key lessons from his decades of experience, including how to disqualify non-ideal clients, the importance of consistency and focus, and how to apply timeless principles from legends like Earl Nightingale. He also stresses the need for self-investment and creating teams that reflect your values.This conversation is packed with high-impact takeaways for sales professionals and business owners who want to build lasting success—from the heart. KEY TAKEAWAYSAuthenticity builds trust, and trust builds revenue.Adopt a “serve-first” mindset: It's not about you—it's about the client.Disqualifying the wrong clients is as important as qualifying the right ones.Consistency, discipline, and focus are the real keys to growth.Invest in your own development—you are your greatest asset.Legendary thinkers like Earl Nightingale still offer timeless wisdom.Core values guide business strategy and people decisions.Build a team of A-players, not just available players.HIGHLIGHT QUOTESTell them like it is. If you don't know the answer, tell them you'll get the right answer. Remember, you are here to serve them.You can only be satisfied with A players on your team. Only the best, not the best available.The number one reason people don't achieve what they want is lack of consistency.There's no such thing as time management. The only thing you must manage is your focus.

In this episode of the Fearless Mindset Podcast, we delve into the strategies and visions that drive business growth in the security industry. Join us as we interview the key figures from Ledlow Security Group including CSO Eric Samdahl, COO Marc Beeson, and Director of Operations Nate Sanders. They discuss the importance of visionary leadership, the significance of seizing opportunities, and the need for a dedicated and capable team to provide top-tier security services. They also share insights into their backgrounds, operational challenges, and the critical role of networking and relationship-building in their industry. Highlights include an impressive case study of a rapid response for a bank's security needs and the importance of hiring the right individuals tailored specifically to each client's requirements.Key TakeawaysVisionary leadership is essential for business growth; seeing beyond the present enables strategic planningBuilding a strong foundation and caring for people—both clients and team members—drives sustainable success.Agility and responsiveness set boutique agencies apart, allowing them to deliver personalized, high-quality service.The right fit between agent and client is crucial; skills and experience must align with client needs.Networking and relationship-building are fundamental in the security industry for long-term collaboration and trust.Recruiting individuals with a serious, professional approach to security ensures high standards and preparedness.Notable Quotes“You have to have a good visionary... it's very unusual to see someone who can see the business in five years.” — Eric Samdahl“Without having customers, without having people, it's difficult to do the business.” — Eric Samdahl“If we're doing our job well, it should be very seamless. We are a boutique agency, and what I mean by that is we give white glove service.” — Marc Beeson“It only takes one disaster. Like in law enforcement, you never know when that day's going to come and you have to be prepared.” — Marc Beeson“It's all about establishing trust and relationships... so we can work together at some point in the future.” — Nate SandersTo hear more episodes of The Fearless Mindset podcast, you can go to https://the-fearless-mindset.simplecast.com/ or listen on major podcasting platforms such as Apple, Google Podcasts, Spotify, etc. You can also subscribe to the Fearless Mindset YouTube Channel to watch episodes on video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Dr. Joshua Wilson, coach and speaker about how advisors can integrate financial behavior into their client relationships.Key takeaways:Relationships matter.People connect with personal journeys.Increase your productivity by removing distracting decisions. You can talk about yourself without bragging about yourself. People don't make decisions purely on fact.Be boring with your investing and bold with your earning potential. Connect with Dr. Joshua Wilson: NeuBeFi Website (here)LinkedIn (here)Instagram (here)Facebook (here) X (here)YouTube (here)Podcast:Untamed Ethos Podcast (Apple Podcasts)Book:Atomic Habits by James Clear (Bookshop)Bio: Dr. Joshua Wilson started his career the way most advisors do—trying to compete on credentials, logic, and hustle. With no salary, no leads, and a rented room to keep expenses low, he built his book of business from zero. Later, he stepped in as CEO of a struggling RIA and led it through a turnaround and successful sale. Along the way, he realized the turning point in his success wasn't more designations or better charts—it was the moments when clients felt he was the right fit before they even spoke to him. That insight led him to pursue a PhD in Behavioral Finance, where he studied how people make financial decisions—through trust, emotion, and subconscious cues.Today, he leads NeuBeFi, a strategy firm that helps advisors and financial brands build stronger positioning by aligning their message with how the brain makes decisions. His work sits at the intersection of behavioral science, communication strategy, and real-world leadership.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Travis Springer, president of Sagiss, a managed services provider based in Dallas, shares insights into his leadership journey and the unique approach his company takes in the IT services industry. Since taking over just before the COVID-19 pandemic, Travis has led a team of over 20 professionals, helping clients navigate significant challenges, including the rapid transition to remote work and compliance issues. Sagiss has built a reputation for its high-touch, in-person support, which sets it apart from many competitors that lean heavily on remote and automated services.Travis discusses the importance of maintaining strong client relationships through face-to-face interactions, which he believes foster deeper conversations about business needs and strategic outcomes. By proactively visiting clients, even when there are no open tickets, Sagiss has been able to build trust and uncover hidden issues that clients may not have reported. This approach has proven beneficial for client retention and referrals, ultimately contributing to the company's growth.The conversation also delves into the evolving landscape of client needs, particularly around security and technology adoption. Travis highlights the increasing interest in AI and cloud solutions, as well as the necessity for businesses to develop comprehensive incident response and business continuity plans. He emphasizes the importance of understanding clients' specific needs and providing tailored solutions, rather than simply offering generic services.Reflecting on his leadership experience during the pandemic, Travis shares a key lesson: the role of a leader is primarily about managing people and fostering a positive company culture, rather than just focusing on operations and technical tasks. He has learned to prioritize one-on-one interactions with team members, which has led to improved morale and productivity. This shift in focus has not only helped Sagiss navigate the challenges of the past few years but has also positioned the company for future success. All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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

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

Are you a content creator, a photographer, or both? In this episode, we tackle a listener's question about balancing artistic passion with creating for business. We share personal stories, tips for staying authentic, and how to pitch ideas without overhauling your online persona. Whether you're navigating creative identity or building client relationships, this episode is packed with insights to help you thrive.Expect to Learn:How intent shapes the distinction between creating for art vs. for businessHow to stay true to your artistic identity while taking on client-driven projectsHow to craft compelling pitches without needing an extensive portfolioWhy staying authentic to your creative passions leads to opportunitiesSponsors:Thanks to Tamron for sponsoring this episode! Now through September 28th, save up to $300 on Tamron lenses like the 18-300mm all-in-one zoom or the 35-150mm F/2-2.8 VXD. Students and faculty can save even more with the Tamron EDU Program. Visit www.tamron-americas.com or your local retailer to shop and save!Thanks to the National Park Foundation for sponsoring today's episode. Enter the Share the Experience photo contest for a chance to win $10,000 and prizes from Celestron, Historic Hotels of America, and YETI. The grand prize winner's photo could be featured on the America the Beautiful—the National Parks and Federal Recreational Lands Annual Pass. Submit your best shots now at sharetheexperience.org/tpmOur 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

In this episode of Simple But Not Easy, we're joined by Ryan Murphy, Morningstar's Global Head of Behavioral Insights, to explore how financial advisors can help clients set better goals, avoid costly mistakes, and build lasting trust. We discuss why goals—not asset allocation or stock selection—should be the true starting point of an investment journey, and how a simple multi-step framework can uncover what really motivates clients. Ryan also shares insights from Morningstar's Mind the Gap study, which shows how investor behavior often drags down returns, and explains how advisors can reframe conversations from performance to progress. If you want to better understand what drives investor decisions and how advisors can make the biggest difference, this episode is for you.

https://www.laurenlappin.com.au/private-coachingIn this week's episode Lauren discusses the incredibly important (yet often unspoken about) topic of Keeping Your Client Relationships Professional, and how to do so without the guilt. • Dealing with personal questions as a Beauty Professional. (08:30).• Supporting your Team with systems and policies. (10:30).• What to do if Clients are inviting you to events/parties/personal get-togethers. (14:20).• What to do if a Client puts you on the spot. (16:30).• Firm boundaries are paramount in Professional Client Relationships. Have A Salon Phone!!! (18:30).• Establish a Centralised Communication Process that your Team can easily default over to when Clients contact them directly, both inside and outside of work hours. (20:00).• Have firm Policies in place around personal details NOT being shared with Clients — both your own and your Teams'. (22:30).• Clients Relationships on Social Media. (23:00).....Rate and Review the Show in Apple: https://podcasts.apple.com/au/podcast/the-lash-business-lounge/id1609510128Rate the Show in Spotify: https://open.spotify.com/show/0xvJ8MNZM9cbjYBGcMDtb8?si=b23764e4d0ed4b59Lauren on Instagram: https://www.instagram.com/laurenlappin_Allure's Instagram: https://www.instagram.com/allure_lashbeautybar....This Episode was Recorded and Produced by Josh Liston at JCAL Media Group - https://www.jcaldigital.org/podcast-editing

What does it take to thrive in real estate for over three decades? Robin DiBuono pulls back the curtain on her remarkable 33-year journey that began when she was just 21 years old and still finishing college.From humble beginnings helping her future husband with paperwork to building a successful family business, Robin shares the principles that have guided her through recessions, market booms, and technological revolutions. Her refreshingly practical approach centers on three core tenets: showing up consistently ("every day is game day"), being thoroughly prepared, and demonstrating resilience through market fluctuations.Robin's pricing philosophy stands out as particularly valuable in today's evolving market. She explains why "pricing overcomes all objections" and reveals her strategy of calling agents with pending sales to uncover transaction details most agents miss. This commitment to deeper market intelligence has given her listings a competitive edge for decades.Perhaps most surprising is Robin's dedication to geographic farming—maintaining three neighborhood territories, one since 1991—in an era when many agents chase quick digital wins. Her story of a client who kept her postcard for nine years before listing demonstrates the compounding returns of consistency and patience.The conversation also explores family dynamics in real estate, with two of Robin's children now working in the business. Her daughter Kristen handles their social media ("for job security," Robin laughs), highlighting the value of leveraging team strengths rather than trying to master everything yourself.Whether you're new to real estate or a seasoned professional, Robin's insights offer a blueprint for sustainable success that balances timeless fundamentals with adaptability to change. Want to build a business that thrives through any market? Start by treating every interaction like game day.

What if industry chaos is your biggest opportunity to build unbreakable trust? My guest, Brennen Grone of Rainbow, joins me on The Broker's Voice with a game plan for building lasting client relationships in the toughest markets. We break down how becoming a true specialist, backed by a responsive, underwriting-led partner, turns you from a quote-fetcher into an invaluable counselor. This is a masterclass in using expertise and reliability to build a business that clients will never want to leave.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionCONNECT WITH ANDY NEARY

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

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

In this episode, Pedro Pereira interviews Cory Carlson, the owner of Constant Commercial Real Estate, who discusses his unique hybrid brokerage model that serves both residential and commercial clients. Cory emphasizes the importance of relationships and communication in navigating the volatile real estate market, particularly for smaller investors. He shares insights on overcoming challenges in real estate transactions, including 1031 exchanges, and outlines his future goals for scaling the business while maintaining a focus on client trust and quality service.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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

Jeannette talks to Nick Wroe and Gary Mawhinney, of Platform81, a dynamic web development agency. They discuss the impact of AI on digital strategies, the importance of cybersecurity, and the value of building strong partnerships with clients. They also reflect on their own journey in establishing Platform81, highlighting the importance of communication and shared vision in navigating challenges as co-founders You'll learn why: A good digital strategy focuses on generating leads and inquiries A transformative strategy changes the way a business thinks about digital, fostering sustainable growth Creating a positive work environment where team members feel comfortable and engaged is crucial. Regular knowledge-sharing sessions and open communication help build a strong team ethic and enhance collaboration. Building a partnership with clients rather than a transactional relationship leads to better outcomes. Understanding the client's vision and challenges allows for tailored solutions that drive business growth. AI is reshaping the digital landscape, enhancing efficiency in web development and digital marketing Subscribe to Brave Bold Brilliant for weekly wisdom on leadership, legacy, and living boldly. This episode is living proof that no matter where you're starting from — or what life throws at you — it's never too late to be brave, bold, and unlock your inner brilliant. Visit https://brave-bold-brilliant.com/ for free tools, guides and resources to help you take action now

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

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

Lucas Sherraden hosts Tara Limbird, a top real estate professional from northwest Arkansas, on the Built How podcast. Tara shares insights into building her successful independent brokerage over 15 years, emphasizing the importance of support staff, client retention, and strategic growth. She delves into the dynamics of working with her husband, managing a large team, and the value of investing in real estate. Tara discusses client acquisition costs and reveals how nurturing long-term relationships can drive business success and build wealth within the real estate industry. Connect with Tara at https://www.limbirdteam.com/ ---------- Be sure to leave a rating and review and don't forget to go to www.builthow.com and register for our next live or virtual event. Part of the Win Make Give Podcast Network

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

Why do some consultants and coaches land the strategic, bigger, higher-impact and higher-paying client engagements? Hint: it's not better sales or contracting skills. Pay close attention this episode where I'll share with you how to use the very skills that make you such an amazing consultant or coach (active listening, bringing order to chaos, relationship building) to shift your approach to landing clients from sales and contracting to partnership set up for greater impact and income. In this episode of Consulting Matters, I break down the essential shifts you need to make if you want to consistently land strategic client engagements without feeling pushy, manipulative, or “salesy.” What You'll Learn in This Episode Why giving clients what they ask for will keep you from strategic, high-paying engagements How to accelerate your shift from service provider to strategic partner, step by step (in a way that works with how your brain makes change) How to turn discovery meetings, proposals, and pricing from a source of stress into a foundation of influence Why It Matters If you're tired of chasing clients or feeling like you're stuck in a cycle of lower-paying work, this episode will help you reposition yourself for engagements that are more strategic, more rewarding, and more aligned with your expertise. Where to Dive In: (00:00) The Power of Partnership Setup(08:07) Service Provider to Strategic Partner Transition(15:37) Creating a Vision for Strategic Partnerships(20:17) Creating Vision for Client Relationships(30:18) Building Trust and Value With Clients(39:34) Mastering Strategic Consulting Skills Through Practice(46:32) Transitioning to Strategic Partner Roles(54:00) Embracing the Impact of Consulting Next Steps: Ready to master partnership setup and land more strategic client engagements? Check out my brand-new group coaching experience, the Impact and Income Accelerator. You'll learn how to position yourself for greater impact and income and help even hesitant clients see the rock-solid ROI of working with you.

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

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

In this episode of 'Small Town Big Business,' hosts Jennifer Olson and Russell Williams welcome Whitney Roberts and Jade Mccalla from Idea Creative Marketing. The discussion delves into the unique business journeys of Whitney and Jade, spotlighting the challenges and successes they've encountered in the marketing industry. Whitney shares her start in Marion, Illinois, and the growth of Idea Creative Marketing, emphasizing the importance of passion and adaptability in small business marketing. Jade discusses her experiences with the American Marketing Association and the dynamic nature of their day-to-day operations. The conversation also touches on the significance of local networking, the evolution of marketing strategies, and the benefits of working with small businesses over large corporations. The episode ends with insights into their personalized approach to marketing services and the impact of community-focused growth. Special thanks to sponsors and contributors who make the podcast possible.00:00 Welcome to Small Town Big Business00:51 Introducing Whitney Roberts and Jade McCalla01:14 The Journey of Idea Creative Marketing01:35 Office Space and Community Involvement04:17 Roles and Responsibilities04:56 Background Stories and Career Paths13:12 Marketing Evolution and Strategies18:12 Team Dynamics and Strengths22:17 AMA Conference and Networking23:10 Financial Turnaround of AMA24:59 Fundraising Success Stories27:20 Challenges of Retaining Local Talent29:30 Small Business vs. Corporate Jobs34:17 Client Relationships and Onboarding41:22 Custom Marketing Solutions44:46 Passion and Motivation in Marketing48:31 Conclusion and AcknowledgementsRecorded at EThOs Small Business Incubator and Co-working Spaces in Marion, Illinois.https://members.ethosmarion.org/ SUBSCRIBE TO THE PODCASTOur guest: https://ideacreativemarketing.com/

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

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

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

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

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

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

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

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