Podcasts about client relationships

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Nicole is the CEO and Founder of Thrive In Design, a consultancy dedicated to helping interior designers and product manufacturers embrace human-centered design principles with the aim of helping design-driven brands stand out, sell effectively, and scale strategically. A graduate of Syracuse University and the Savannah College of Art and Design, she founded Thrive In Design to help interior product companies boost brand awareness and revenue. I spoke to Nicole via Zoom in June 2025. In this episode, we discover how a college research project prepared Nicole to help design companies deal with the challenges of the pandemic.  The importance of working your networks and making authentic connections.  How an entrepreneurial approach and a business mindset shifts can help develop your business. The role her podcast has as a platform for collaboration and thought leadership. And why, if you want to develop your business, you need to A.C.E. the journey. LinksNicole on LinkedIN https://www.linkedin.com/in/nicoleben/ Thrive in Design on LinkedIN https://www.linkedin.com/company/thriveindesign/posts/ Thrive in Design https://www.thriveindesign.co/ Sign up for Thrive in Design's next live training: https://training.thriveindesign.co Subscribe to Thrive in Design's email list: https://podcast.thriveindesign.co How to be a kick-ass Interior Designer. Come and join us on the Interior Design BA(Hons) course at the University of Plymouth.https://www.plymouth.ac.uk/courses/undergraduate/ba-interior-design Thanks to Dave Clarke from @iamthehow (http://www.iamthehow.com) for production support and invaluable advice in the setting up of this Podcast. Kay Hanson (https://www.instagram.com/kay_v_hanson/) for her planning support and co-hosting for these and our educational podcasts for the University of Plymouth Mark Frith (https://www.markfrith.uk/) for composing the music and all your support and advice along the way. I'd love to hear feedback on the podcast.  Leave a comment or get in touch via the website or Instagram. Websitehttp://www.multistorythinking.com/contact Instagramhttps://www.instagram.com/forster_jonathan/ Thanks for listening.  Bye for now.

  In this episode, Simon shares his riveting journey from starting as an engineer at Ford Motor Company to founding and growing his own business, Sunrise, over the past 22 years. He discusses his decision to leave Ford, the crucial moments and opportunities that shaped his entrepreneurial path, and the challenges and triumphs along the way. Simon delves into the importance of structured business models, the impact of joining the TruMethods program, and how it provided direction, structure, and understanding of key business metrics. He also speaks about client management, the necessity of proactive service, and the challenges of acquiring new clients. Lastly, Simon shares insights from his first acquisition and emphasises the value of peer groups and communities in achieving business success. This episode serves as an inspiring and informative guide for entrepreneurs navigating the complexities of business growth and transformation.    00:00 Introduction and Welcome  00:23 Simon's Background and Career at Ford  00:56 Starting Sunrise and Early Challenges  02:59 The TruMethods Model  04:36 Implementing Changes and Overcoming Challenges  07:46 Proactive Service and Reducing Noise  10:41 Client Relationships and Strategic Pricing  26:12 Acquisition and Future Plans  30:11 Final Thoughts and Advice      Connect with Simon Gurner on LinkedIn by clicking here –https://www.linkedin.com/in/simon-gurner-8706435/    Connect with Daniel Welling on LinkedIn by clicking here –https://www.linkedin.com/in/daniel-welling-54659715/    Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/      Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/      We look forward to catching up with you on the next one. Stay tuned! 

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

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

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

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

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

What if the thing you're most afraid of… is the very key to your healing? In this powerful, raw, and eye-opening episode of the Sex and Bacon podcast, Sarah sits down with Mistress Mia Payne—owner of Pain With Purpose—for a deep dive into the healing side of BDSM. Together, they explore how kink can be a therapeutic tool for trauma recovery, emotional release, empowerment, and reconnecting with the body after pain. From confronting abuse triggers in a collar to understanding the difference between consensual pain and trauma reenactment, this conversation peels back the layers on what it really means to reclaim power through intentional BDSM. Mia shares the science behind “cellular memory,” the unexpected link between kink and spirituality, and how her clients—many of them high-powered men and trauma survivors—have transformed their lives through her work. Whether you're kink-curious, healing from trauma, or just ready to ditch shame and explore your full self—this episode offers a radically safe space to reimagine what power, submission, and self-trust can look like.

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

In this episode of The WP Minute+ Podcast, Toby and Kurt discuss the complexities of client relationships, particularly focusing on handling refunds, emotional intelligence in communication, and the importance of setting boundaries. They explore the dynamics of good versus bad clients, the impact of personal relationships on business, and the evolving landscape of pricing strategies in agency work. The conversation also touches on the integration of AI tools in agency processes and the fear of success that many entrepreneurs face. Ultimately, they emphasize the importance of empathy, direct communication, and the art of negotiation in maintaining healthy client relationships.Takeaways:Clients often change their minds without considering the financial implications.It's important to set clear boundaries regarding refunds and project expectations.Emotional intelligence plays a crucial role in business communication.Direct communication is often more effective than written correspondence.Understanding client dynamics can help in managing expectations.Good clients are those who are invested in the project and have the authority to make decisions.The fear of raising prices can hinder business growth.AI tools can enhance agency processes, but should not replace human creativity.Setting boundaries is essential for maintaining a healthy work-life balance.Navigating personal and professional relationships requires empathy and understanding.Important Links:Kurt's Agency: Mañana No MasToby's Agency: The Mighty Mo!Follow Kurt & Toby:LinkedIn: Kurt | TobyThe WP Minute+ Podcast: thewpminute.com/subscribe ★ Support this podcast ★

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

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

In this enlightening episode, Brian Doyle delves into the often-misunderstood world of strategic planning in customer success. While many in the industry are just starting to embrace strategy as a novel concept, Brian brings clarity and depth to the conversation by distinguishing between tactical and strategic initiatives. A frequent fixture on LinkedIn, Brian uses his platform to express his views on thriving as a service provider and how to leap from mere problem-solvers to proactive business partners. Focusing on building joint strategic plans with customers, Brian underlines the importance of understanding client goals and challenges to foster trust and collaboration. The episode highlights the nuances of technology roadmaps, warning against the oversimplification of categorizing them as strategic plans. Instead, it critiques this oversimplification as a failure to advance business outcomes. Detailed discussions cover how service providers can become indispensable by connecting technology services with client business goals, outlining the necessity of evolving as management consultants to enhance client relationships and secure long-term partnerships. Key Takeaways: Differentiating strategic initiatives from tactical tasks is crucial for service providers aiming to align closer with customer goals. Building joint strategic plans with customers helps establish a productive and transparent partnership, allowing for better alignment on shared goals. Understanding and utilizing current technologies can create low-cost, high-impact improvements in client operations, fostering trust. Reinforcing strategies with clear, cause-and-effect scenarios increases the perceived value and importance of proposed solutions. Ensuring customers are positioned as the hero in their stories, with service providers acting as expert guides, strengthens long-term relationships. Show Website: https://mspbusinessschool.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Sponsor vCIOToolbox: https://vciotoolbox.com

This week on Swimming with Allocators, Earnest and Alexa welcome Quincy Brown, Managing Director at FEG Investment Advisors. With 29 years of experience, Quincy discusses how his firm serves mission-driven organizations by integrating responsive investing strategies, focusing on diverse and emerging managers, and balancing financial performance with social impact. Key topics include the evolution of ESG investing, technology's role in creating new investment opportunities, and the importance of understanding client missions. Quincy also emphasizes that organizations can achieve both financial returns and social objectives by taking a long-term, strategic approach to investing, particularly in venture and private equity sectors. The conversation provides a nuanced look at how investment consultants are navigating changing landscapes of mission-aligned investing. Don't miss it! Highlights from this week's conversation include:Quincy's Career Path (1:09)FEG's History and Client Base (4:44)Building Trust and Client Relationships (7:00)Values-Aligned and Responsive Investing (9:17)Shift Toward Venture and Private Equity (12:26)Identifying Diverse and Emerging Managers (14:36)Diversity Criteria and Thresholds (17:01)Advice for Emerging Managers (18:03)Role of the Research Team (19:10)Fund Performance Trends (21:55)Mission Alignment Across Asset Classes (24:33)Lessons from ESG and DEI Trends (28:44)Exciting Trends in Venture and Private Markets (30:16)Advice for Allocators on Values-Aligned Investing (35:14)Connecting with Quincy and FEG and Parting Thoughts (36:34)FEG Investment Advisors is a Cincinnati-based investment consulting and OCIO firm serving nonprofits, endowments, and foundations nationwide. With a legacy of research-driven diligence, values-based investing, and a deep commitment to diverse and emerging managers, FEG is a leader in aligning capital with mission. Learn more at www.feg.com.Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB's parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

100 Proven Ways to Acquire and Keep Clients for Life with Richard Weylman (The Price and Value Journey, Episode 138) In this compelling episode of The Price and Value Journey, host John Ray interviews Richard Weylman, international bestselling author of 100 Proven Ways to Acquire and Keep Clients for Life. Despite being orphaned at age […]

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

Join Carl as he dives into the fascinating story of Senior Developer Sales Consultant Victor Lupson, a former oil trader who transitioned into the Dubai off-plan real estate market with Allsopp & Allsopp.In this week's episode, Victor shares his journey, the challenges he faced, and what it was like stepping into the overwhelming world of real estate for the first time. He and Carl explore his shift from finance to property, what the off-plan market in Dubai is really like, and the red flags buyers are still missing when it comes to attractive payment plans and risky developers.Whether you're a seasoned investor looking to grow your portfolio or new to the Dubai real estate market, this episode is packed with real insight and advice you won't want to miss.00:05 Introduction to Victor Lipson00:46 Victor's Background in Finance02:14 Transition to Real Estate02:46 Challenges and Success in Real Estate04:27 Understanding the Dubai Real Estate Market05:32 Client Relationships and Investment Strategies06:45 Evaluating Real Estate Projects10:55 Preferred Developers and Projects12:15 The Realities of Off-Plan Sales13:28 The Reality of Real Estate14:30 The Value of Using a Broker15:32 Key Factors in Choosing Developments17:05 Investment Strategies and Market Trends20:24 The Impact of Disney on Abu Dhabi Real Estate22:05 Personal Insights and Life Changes24:45 Quick Fire Questions and Final Advice Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Investor Fuel podcast, host Michelle Kesil speaks with Morgan Harris, a residential loan officer in Louisiana, about her innovative approach to the mortgage industry. Morgan emphasizes the importance of making the mortgage process enjoyable and engaging, sharing creative strategies for attracting clients and building relationships. She discusses the challenges of navigating the real estate market, the significance of accountability, and her goals for growth in the industry. Morgan advocates for a proactive approach to home buying, encouraging consumers to connect with lenders before searching for properties. The conversation highlights the value of aligning with like-minded professionals and fostering genuine relationships in the business. 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 interviews Peter Mancini, a real estate professional from Penreality in Brooklyn. Peter discusses his approach to providing a customer-led experience in real estate, emphasizing the importance of trust, communication, and adaptability in navigating the complexities of real estate transactions. He shares insights on building relationships, the challenges of the industry, and his goals for expanding his business while maintaining a focus on client satisfaction. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

What if you could scale meaningful relationships—without sacrificing authenticity? In this second part of my conversation with Patrick McCullough, President of Hallmark Business Connections, we talk about how B2B companies can use tools like AI and ChatGPT to enhance personalization without losing the heart of what matters: trust, care, and connection.Patrick shares how companies are balancing automation with empathy and gives practical advice for leaders who want to deepen relationships with customers, employees, and partners—even in fast-paced or high-volume environments.We also explore what makes Hallmark's approach so unique: they don't just help brands say the right things—they help them mean it. If you're wondering how to bring more purpose and humanity into your day-to-day business practices, this episode is for you.

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

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

In this episode, Stephen Schmidt interviews Mike Ritrovato, a former Marine turned real estate entrepreneur who focuses on helping veterans navigate the home buying process. Mike shares his journey from military service to real estate, emphasizing the importance of understanding the unique challenges veterans face when purchasing homes. He discusses common misconceptions about VA loans, the significance of communication in real estate transactions, and his strategies for building long-term relationships with clients. Mike also outlines his growth goals for the future and reflects on leadership lessons learned from his military experience.   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   —--------------------

Episode 273:  It is understanding your progress and the shifts you need to make toward achieving your year-end goals:    Mid-year is the perfect time to reassess, refocus, and reignite your sales strategies. Whether you're ahead of your quotas or trying to make up for lost ground, the next six months offer countless opportunities to optimize your performance. I will share nine key strategies that will help you refocus, boost growth, meet your targets, and elevate your sales performance.   We must begin by honestly assessing our performance in the first half of the year. There is no judgment, just an evaluation of what we have accomplished, areas of progress, and the following steps to commit to.   1. Refine Your Product Pitch   Your product pitch is a powerful tool that can significantly impact your success. Now is the time to evaluate and refine it. Test your pitch with colleagues or mentors, gather feedback, and make adjustments to make it more engaging and tailored to your client's needs. Tools like sales pitch refinement apps and AI platforms can provide valuable insights into the tone, clarity, and effectiveness of your pitch. 2. Double Down on Client Relationships   Strong client relationships are the cornerstone of long-term sales success. Mid-year is an ideal time to check in with your existing customers. Celebrate the wins they've had since partnering with you, or inquire about any changes in their needs or goals. Use this insight to strengthen your collaboration. 3. Leverage Advanced CRM Tools   Are you fully utilizing your customer relationship management (CRM) platform? Tools like Salesforce and HubSpot go beyond managing leads; they provide data-backed insights into client behavior, predict purchasing patterns, and help automate follow-ups. Mid-year is an ideal time to clean up your CRM data and maximize the tool's potential to enhance lead engagement and increase meeting and sales conversions. 4. Focus on Qualified Leads   Not all leads are created equal. Revisit your lead generation strategy and prioritize prospects most likely to convert. It will ensure that you target prospects who align with your ideal customer profile, keeping your pipeline lean yet high-quality. 5. Elevate Your Follow-Up Process   Studies show that 80% of sales require 5+ follow-ups, yet many of us stop after just one or two. Develop a follow-up process that is both persistent and respectful, utilizing personalized emails, value-driven updates, and call-back schedules to ensure effective communication. Make your follow-up customized, not automated. 6. Track & Celebrate Milestones   Take time to track progress towards your goals and celebrate milestones, no matter how small. It will not only boost team morale but also provide an opportunity to reflect on what's working and make adjustments to elements that need improvement. Use performance tracking tools to measure how close you are to achieving (or exceeding) your quotas. 7. Stay On Top of Industry Trends   The sales landscape is constantly evolving, with new tools, tactics, and challenges consistently emerging. To stay ahead, dedicate time each week to reading industry blogs, attending webinars, or networking with other professionals. Whether it's harnessing AI to improve productivity or exploring new markets, staying informed will help you stay competitive. 8. Engage in Sales Coaching or Mentorship   Even the most experienced sales professionals benefit from structured coaching or guidance from a mentor. A coach can help you identify blind spots, optimize your strategies, and inspire creativity in your approach. If you don't currently have a mentor or access to coaching, consider joining online communities or forums for sales professionals to exchange tips and advice. 9. Make Data-Driven Decisions   Data increasingly drives sales. Utilize tools such as Google Analytics, LinkedIn Insights, or your in-house analytics platforms to identify trends, assess performance, and forecast customer behavior. Refine strategies using historical data and adopt an iterative approach to improving your success rate.   Remember, thriving in sales requires a balance of persistence, personal development, and adaptability. These mid-year strategies can help you reassess your current status and set yourself up for a strong second half of the year.   Start by identifying one or two areas where you can make immediate improvements, and take action today. There's no better time to refine your game, inspire client trust, and achieve your goals.   How do you plan to supercharge your sales performance this year? Your thoughts and favorite strategies are valuable to us, so please share them below!   If someone can benefit from this episode, please share it with them.   Until next time, Keep Making Progress.    Connect with Lisa: https://www.linkedin.com/in/lisathal/ http://threewordmeetings.com http://threewordpodcast

In this engaging conversation, Stephen Schmidt interviews Dionne Randle, a seasoned real estate broker with over 23 years of experience. Dionne shares her journey from working as an administrative assistant at a CPA firm to becoming a successful broker in Texas. She discusses her passion for real estate, the importance of providing excellent service to clients, and her investment strategies focusing on land. The conversation also delves into the significance of building strong relationships in the industry and the lessons learned from her mentors. Dionne emphasizes the need for patience, due diligence, and having an exit strategy in real estate investments.   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, Dylan Silver interviews Steve Griggs, a designer specializing in outdoor living spaces. They discuss the evolution of outdoor design, the importance of client relationships, and how COVID has influenced the demand for outdoor spaces. Steve shares insights on maximizing outdoor areas, scaling a design business, and navigating the modular home market. The conversation also touches on real estate strategies and the significance of building a strong business culture. 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 Michael Stansbury interviews Rob Trigg, COO of King James Lending. Rob shares his journey from a 21-year military career to becoming a successful real estate investor and lender. He discusses the importance of building relationships with clients, the innovative lending solutions offered by King James, and the transformative impact of mentorship in real estate. The conversation also touches on the significance of learning from failures and the broader economic implications of real estate investment. 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   —--------------------

Key Topics Covered:-How to score and segment your clients using real engagement metrics.-The difference between gut instinct and data-driven decisions.-CRM limitations and how to work around them.-Ways to use data to both increase and protect your revenue.-Why private equity firms and bankers are demanding better firm data.Whether you're looking to serve your clients better, optimize your workflows, or prepare your practice for growth or sale, this episode is packed with insight and actionable ideas. Tune in to learn how tracking the right data today can shape the future success of your business.

That dream you haven't dared say out loud? The one that feels embarrassingly unrealistic? It might be exactly what your creative business needs. I started my flower business delivering bud vases to rural pubs, secretly dreaming of working with luxury brands and venues. That impossible vision didn't make building my business harder, it made everything clearer. When you aim for something extraordinary, project decisions become far more obvious. In this episode we look at how thinking on a scale of 10x instead of 2x can transform everything from your daily choices to the opportunities you attract, and how to hold massive dreams without losing your mind! Whether you're dreaming of premium clients, luxury brand partnerships, or building a seven figure creative business, this strategic approach to ambitious goal setting will revolutionise how you grow your creative business. Key Moments [04:18] The secret dream I didn't dare share - from kitchen table to luxury brands [06:23] Why small dreams keep you small and thinking in incremental improvements [09:21] The strategic power of impossible goals and how they force innovation [11:30] Dreams creative entrepreneurs whisper and why they're not as impossible as they seem [14:54] How to hold big dreams without losing your mind - the private vision strategy [19:07] When dreams change entire industries and create space for others to follow [20:44] The permission you've been waiting for - why your biggest dreams aren't big enough   Notable Quotes: "When you allow yourself to dream impossibly big, you can't just do more of the same. You have to completely reimagine what's possible." "The difference between creative entrepreneurs who build extraordinary businesses and those who stay stuck isn't talent, luck, or connections. It's the willingness to envision something so compelling that it pulls them forwards through every obstacle."   Resources Mentioned: Read: This Week's  Full Journal Post Read: 10x is Easier Than 2x by Dan Sullivan and Dr Benjamin Hardy Link: The Base Notes Waitlist Subscribe to our Weekly newsletter Website: www.philippacraddock.com Email: news@philippacraddock.com   Share Your Insights: What's the dream you haven't dared to say out loud? I'd love to hear about it. DM me on Instagram i'm genuinely excited to hear it, These impossible dreams are what transform not just your business, but entire industries.   Never Miss an Episode: Subscribe to my weekly newsletter for insights on building your creative business around what you naturally do best. Next week, we're exploring persistence - how to handle rejection and keep moving towards those ambitious goals in a way that feels comfortable rather than pushy.    

July 2, 2025 In this episode, Jake Brooks and host Pete Neubig dive into practical strategies for business development managers (BDMs) in property management. From designing effective incentive plans and maintaining accountability to nurturing client relationships and protecting portfolios, discover how to build lasting success in a competitive market. Whether you're ramping up or refining your approach, this conversation offers valuable insights to help you grow and retain your business.

In this episode, Stephen Schmidt interviews Kevin Gardner, a seasoned expert in multifamily real estate and technology. Kevin shares his journey from selling cable door-to-door to becoming a vice president at Comcast, and eventually starting his own company focused on helping multifamily property owners maximize their revenue through strategic agreements with service providers. The conversation delves into the importance of understanding different contract types, the value of education in the market, and the significance of building long-term relationships with clients. Kevin emphasizes the need for tailored solutions based on individual property goals and discusses the growth trajectory of his business, highlighting the importance of adaptability 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   —--------------------

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This is the third episode in a special 3-part series sponsored by Drako! Check out the YouTube Interview here:  https://youtube.com/live/fd_t1dFcxZM In this episode, we sit down with Giorgia Howell, Head of Managed Services at Drako, to break down the art and science of smart programmatic advertising. Whether you're a newbie trader or learning how to manage client expectations better, this one's packed with gold. Key Takeaways: Custom targeting is a game changer Use geo-targeting, competitive conquesting, and location data to find the right users in the right places. Don't skip pre-campaign planning Understand your audience before hitting “go.” Market research, demographic insights, and clear campaign goals will make your optimizations easier. Campaigns need love at every stage Georgia walks us through before, during, and after campaign strategies using a real-world example: a nationwide Canadian campaign. Automation is your friend Move beyond manual work—Draco's tools help simplify complex decisions. Talk to your clients! Clear communication and alignment on KPIs = smoother campaign execution and better results. Custom targeting and solid communication aren't just “nice-to-haves”—they're the backbone of high-performing campaigns. Take the time to plan, optimize, and talk it out, and you'll see real results. About Us: We teach historically excluded individuals how to break into programmatic media buying and land their dream jobs. Through our Reach and Frequency® program, an engaged community, and expert coaching, we offer: Programmatic L&D Support: A monthly retainer providing hands-on training, strategy, and troubleshooting for programmatic teams. Book a Discovery Call: https://www.heleneparker.com/workshop/ Programmatic Training & Coaching: Executive Membership: for the busy mid-level to senior or director-level programmatic ninja looking for a structured, high-impact way to stay ahead of evolving trends, sharpen your optimization skills, and connect with like-minded experts Join Here: https://programmaticdigest14822.ac-page.com/executivemembership    Accelerator Program: A 6-week structured program with live coaching, hands-on DSP exercises, and real-time feedback. Sign Up: https://reachandfrequencycourse.thinkific.com/courses/program   Self-Paced Course: Learn at your own speed with full content access. Enroll Here: https://reachandfrequencycourse.thinkific.com/bundles/the-reach-frequency-full-course   Timestamp: (00:01) - Welcome to the LinkedIN Live Podcast & guest intro (11:57) - Optimizing Ad Campaigns for Audience Targeting (18:06) - Advanced Audience Targeting Strategies (30:19) - Strategic Campaign Planning and Execution (36:32) - DraKo Team Appreciation and Update   Meet Our Guest: Giorgia Howe https://www.linkedin.com/in/giorgia-howe/  Drako https://www.drakomediagroup.com/  Meet The Team: Hélène Parker - Chief Programmatic Coach https://www.heleneparker.com/  https://www.linkedin.com/in/helene-parker/   Manuela Cortes - Co-Host  Programmatic Digest In Espanol  https://www.linkedin.com/in/manuela-cortes-/ Learn Programmatic As a TEAM: https://www.heleneparker.com/workshop/  As a Programmatic Ninja: https://www.heleneparker.com/course/ Programmatic Coaching Newsletter:https://www.heleneparker.com/newsletter/    Programmatic Digest https://www.linkedin.com/company/programmatic-digest-podcast https://www.youtube.com/@programmaticdigest      Looking for programmatic training/coaching?  Sign up to our Accelerator Program: A 6-week structured program with live coaching, hands-on within DSP(s) exercises, and real-time feedback—perfect for those who thrive on accountability and community, and looking to grow their technical skillset https://reachandfrequencycourse.thinkific.com/courses/program  Self-Paced Course: Full access to course content anytime, allowing independent learners to study at their own speed with complete flexibility. https://reachandfrequencycourse.thinkific.com/bundles/the-reach-frequency-full-course  Join our next workshop by signing up to our waitlist below: https://www.heleneparker.com/waitlist/   

What if your doctor could also help you plan your financial future? In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Carolyn McClanahan, M.D., CFP®, a physician-turned-financial planner and founder of Life Planning Partners. She shares how her medical background shaped her philosophy around financial planning, why empathy and honesty matter in client relationships, and how understanding aging and cognitive decline leads to better financial outcomes.  Together, they explore how to create meaningful conversations and a values-aligned financial life. Carolyn discusses: How her husband's career change sparked her transition from medicine to financial planning and led to the founding of Life Planning Partners Why financial planning should treat the "whole person," integrating tax, insurance, estate, and cash flow considerations, not just investments How her medical training informs her approach to planning for aging, cognitive decline, and real-life health risks often overlooked in financial discussions The importance of communication, emotional intelligence, and mutual respect in advisor-client relationships, including a firm policy of “no mean people” Why advisors should focus clients on using money for value, purpose, and JOY, rather than aimless accumulation And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Carolyn McClanahan:  LinkedIn: Carolyn McClanahan X (Twitter): Carolyn McClanahan Facebook: Carolyn McClanahan Website: Life Planning Partners About our Guest: Dr. McClanahan is a physician turned financial planner. In addition to working in her financial planning practice, she speaks regularly on the interplay between health and financial issues, particularly regarding aging, chronic illness, end of life, long term care, health care reform, and health care costs. She serves on the CNBC Financial Advisor Council, Investopedia Financial Advisor Council, and writes for Investopedia, CNBC, and Forbes. She is quoted regularly in publications such as the Washington Post and the New York Times. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

In this conversation, John Harcar interviews Briana Allred, a seasoned real estate investor and agent, discussing her journey in the real estate market, the challenges faced as landlords, current market trends, and her vision for the future of her business. Briana shares insights on the importance of education, client relationships, and the impact of interest rates on the market, while also emphasizing the need for transparency and genuine interactions in real estate transactions. 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, Stephen Schmidt interviews Mark Keene, a seasoned real estate agent specializing in working with investors. Mark shares his journey into real estate, the importance of understanding investor clients, and the common mistakes new investors make. He emphasizes the role of a great investor agent, the significance of evaluating investment opportunities, and how to navigate competitive markets. Mark also discusses building long-term relationships with clients and his commitment to giving back to the community through the Homes for Heroes program.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------