Podcasts about client relationships

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

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

This episode of RiskCellar features a deep dive into the psychology behind jury decisions, covering why verdicts have surged 116% in just one year, alongside a breakdown of the shocking 200-person overnight raid by Howden on Brown & Brown's Minneapolis operations.Host Brandon Schuh and co-host Nick Hartmann examine the litigation chaos while interviewing Christina Marinakis, CEO of Verdict Insight Partners, who reveals how jury composition has fundamentally shifted toward anti-corporate sentiment, particularly among millennial jurors. The conversation exposes the data-driven science of jury selection, the rise of polarized deliberation rooms, and what defense counsel must understand about modern juror psychology in an era where median verdicts have jumped from $21 million to $51 million in just four years.Chapters00:00 - Introduction05:00 - The Howden Raid Breakdown: Brown & Brown Story 14:00 - Hayes Companies History & $750M Acquisition Details 15:00 - Jim Hayes' Journey & Relationship with Howden 18:00 - Minneapolis Benefits Exodus & Covenants Discussion 22:00 - Court Victory & Temporary Restraining Order 25:00 - Settlement Values & Account Damages 28:00 - Howden's Strategy Backfire & Client Relationships 35:00 - Guest Introduction: Christina Marinakis 36:00 - Jury Consultant Background & Gene Hackman Comparison 40:00 - Mock Trials vs. Real Trials & Shadow Juries 45:00 - Verdict Inflation Trends: $21M to $51M in Four Years 50:00 - Locus of Control: Core Predictor of Juror Bias 58:00 - Anti-Corporate Millennial Generation & COVID Impact Takeaways1. Nuclear Verdicts Are Accelerating: 135 nuclear verdicts ($10M+) in 2024 represent a 52% increase over 2023, with the median verdict jumping to $51 million from $21 million in 2020, driven by advertising, social media anchoring, and third-party litigation funding.2. Locus of Control Is the Strongest Predictor: The most reliable indicator of a plaintiff vs. defense juror is internal vs. external locus of control, whether jurors believe individuals or external factors determine outcomes, more predictive than demographics or experience.3. Millennials Are the Anti-Corporate Generation: Millennials experiencing economic hardship (home ownership, debt) and exposed to corporate scandals (Enron, Wells Fargo) now dominate juries with significantly higher anti-corporate bias than prior generations.4. COVID Destroyed Government Credibility Defense: Pre-COVID, "FDA/EPA approved" arguments worked; post-COVID, jurors distrust government agencies and dismiss regulatory compliance as a defense strategy due to shifting messaging around masks, vaccines, and guidance.5. Jury Polarization Is Creating Contentious Deliberation Rooms: Hung juries increased from 2-3 annually (pre-2022) to 12 in 2022 alone, with escalating incidents of jurors being excused due to verbal conflict, reflecting broader societal polarization bleeding into the jury box.Connect with RiskCellar:Website: https://www.riskcellar.com/Christina MarinakisCEO, Verdict Insight PartnersEmail: christina.marinakis@verdictinsight.comWebsite: verdictinsight.com LinkedIn: https://www.linkedin.com/in/christina-marinakis-18328410Brandon Schuh:Facebook: https://www.facebook.com/profile.php?id=61552710523314LinkedIn: https://www.linkedin.com/in/brandon-stephen-schuh/Instagram: https://www.instagram.com/schuhpapa/Nick Hartmann:LinkedIn: https://www.linkedin.com/in/nickjhartmann/

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

In this episode of The Free Lawyer podcast, the host interviews Anthonia Berry, a seasoned legal marketing and business development strategist. Anthonia shares her journey into legal marketing, clarifies the difference between marketing and business development, and offers practical tips for attorneys to build sustainable client relationships. She discusses the impact of technology on legal business growth, the enduring importance of human connection, and the value of personalized coaching. Anthonia emphasizes aligning one's legal practice with personal passion and invites listeners to connect for further guidance on intentional business development.At the helm of Strategy Academy is Anthonia Berry, a seasoned legal marketing and business development strategist with over 19 years of experience working with international and national law firms across the world. With deep industry expertise, she understands the unique challenges attorneys and law firms face in developing and sustaining client relationships in an increasingly competitive market.Anthonia is known for her tailored, action-oriented approach, crafting custom business development strategies that align with each firm's unique objectives and market position. Her proven track record includes successfully guiding law firms of all sizes in implementing growth-driven initiatives that yield measurable results.Under her leadership, Strategy Academy provides a holistic business development framework, from one-on-one advisement for attorneys to firm-wide strategy development, ensuring both short-term success and long-term sustainability. Committed to helping law firms not just compete—but lead, Anthonia continues to empower legal professionals with the insights, tools, and strategies needed to thrive in today's legal marketplace.Anthonia's Journey into Legal Marketing (00:01:33)Innate Talent vs. Learned Skills (00:03:24)Business Development vs. Marketing (00:05:07)Why Established Lawyers Need Business Development (00:06:17).Anthonia's Unique Approach at Strategy Academy (00:09:13)Tailoring Strategies for Different Law Firms (00:11:24)Three Immediate Business Development Actions (00:12:54)Building Organic, Not Salesy, Relationships (00:16:39)Recent Shifts in Legal Marketing (00:20:02)The Future: AI and Digital Trends (00:22:48)The Value of Outside Coaching (00:24:20)Choosing the Right Support Model (00:27:03)Advice for Building an Aligned Practice (00:29:12)You can find The Free Lawyer Assessment here- https://www.garymiles.net/the-free-lawyer-assessmentWould you like to learn what it looks like to become a truly Free Lawyer? You can schedule a complimentary call here: https://calendly.com/garymiles-successcoach/one-one-discovery-callWould you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free

Chad Landers is a former NSCA Personal Trainer of the Year award winner, with over 30 years of hands-on coaching experience and more than 20 years as a gym owner. Chad is also the author of the new book Building Strength and Muscle After 50, which draws on decades of real-world coaching rather than trends or fear-based messaging.In this episode, Chad joins Andrew Coates to discuss what actually changes with training as we age—and what often gets blamed on aging that's really the result of lifestyle, consistency, and accumulated stress.Rather than promoting limitations, Chad makes a strong case for intelligent progression, long-term thinking, and creating training environments that people can sustain well into their 50s, 60s, and beyond.In this episode, Chad shares insights on:• Whether strength training truly needs to change after age 50• What is physiologically different as we age vs. what is lifestyle-driven• Why long breaks from training become less forgiving over time• How consistency becomes more valuable than intensity with age• Whether younger lifters should proactively adjust how they train• If and when exercise selection should change as we get older• The trade-offs between recreation, recovery, and strength goals• Home gym vs. commercial gym training later in life• Why coaching experience matters more than certifications alone• How relationships, environment, and social connection influence long-term success• And much moreInstagram: @chadlandersCHAPTERS00:16 Chad Landers' New Book00:51 The Journey to Becoming an Author04:25 Training After 50: Do We Need a New Approach?07:36 The Importance of Consistency Over Intensity08:41 Physical Changes and Smarter Training Adjustments16:41 Balancing Life, Stress, and Fitness22:33 Proactive Training Strategies When You're Younger25:49 Recreational Activities and Performance Trade-offs26:36 Gym Life and Training Adjustments With Age27:55 Different Training Approaches Across Age Groups29:42 Home Gym vs. Commercial Gym Training32:46 The Value of Coaching Experience41:04 Client Relationships and Long-Term Retention47:50 Final Thoughts and Book PromotionSUPPORT THE SHOWIf this episode helped you, you can help me by:• Subscribing and checking out more episodes• Sharing it on your social media (tag me — I'll respond)• Sending it to a friend who wants to stay strong without burning outFOLLOW ANDREW COATESInstagram: @andrewcoatesfitnesshttps://www.andrewcoatesfitness.comPARTNERS AND RESOURCESRP Strength App (use code COATESRP)https://www.rpstrength.com/coatesJust Bite Me Meals (use code ANDREWCOATESFITNESS for 10% off)https://justbitememeals.com/MacrosFirst – FREE Premium TrialDownload MacrosFirst → During setup, answer “How did you hear about us?”Type: ANDREWKNKG Bags (15% off)https://www.knkg.com/Andrew59676Versa Gripps (discount link)https://www.versagripps.com/andrewcoatesTRAINHEROIC – FREE 90-Day Trial (2 steps)Go to: https://www.trainheroic.com/liftfreeReply to the email you receive (or email trials@trainheroic.com) and let them know Andrew sent you

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

SummaryIn this episode of the PPC Live podcast, host Anu Adegbola speaks with Nadia Mursal about the importance of learning from mistakes in the digital marketing industry. They discuss Nadia's personal experiences with account restructuring, the significance of strong client relationships, and the role of management in fostering a supportive team culture. The conversation highlights common mistakes in PPC, particularly around tracking performance, and offers practical advice for handling errors effectively. Nadia emphasizes the need for open communication and collaboration within teams, ultimately advocating for a positive work environment that encourages growth and learning.Takeaway:TakeawaysMistakes are opportunities for learning and growth.Building strong client relationships is crucial for success.Management should foster a supportive environment for team members.Tracking performance is essential for effective PPC campaigns.Open communication can prevent issues from escalating.Treat team members with respect and understanding.Encourage a culture of collaboration and knowledge sharing.Mistakes should be approached as a team effort, not individual blame.A positive work culture leads to better performance and loyalty.Always be open to feedback and continuous improvement.Chapters00:00 Introduction to Nadia Mursal and PPC Live02:57 Nadia's Journey in Digital Marketing05:58 Learning from Mistakes in Digital Marketing08:50 Client Relationships and Accountability11:40 The Role of Managers in Mistake Management14:39 Creating a Supportive Team Culture17:44 Innovative Approaches to Team Development21:04 Navigating Client Expectations and Mistakes23:59 Embracing Mistakes as Learning Opportunities25:32 Common Industry Mistakes: The Importance of Tracking30:51 Creating a Supportive Team Culture35:45 Treating People with Respect and Understanding43:29 Outro.mp3Follow Nadia on LinkedInPPC Live The Podcast features weekly conversations with paid search experts sharing their experiences, challenges, and triumphs in the ever-changing digital marketing landscape.Upcoming: ⁠⁠⁠⁠PPC Live event⁠⁠⁠⁠, February 5th, 2026 at StrategiQ's London offices (where Dragon's Den was filmed!) featuring Google Ads script master Nils Rooijmans.Follow us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Whatsapp group - https://bit.ly/pluwhatsappSubscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Newsletter - https://ppc.live/newsletter-sign-up/

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

Now is the time of year when many law firms pressure their attorneys to get their clients to pay bills before the end of the year. It's something that clients loathe just as much as their attorneys, according to today's guest on our podcast, On The Merits. Eric Dodson Greenberg, the general counsel of Cox Media Group, said the lawyer-client relationship can suffer when firms bill too aggressively and not thoughtfully enough—a problem made worse by the move toward automated billing. He said he's lost some trust in certain outside firms he's worked with when they send him surprise invoices. "What law firms have done is divorced the billing process from the exercise of judgment," he told Bloomberg Law editor Jessie Kokrda Kamens. "Law firms often prioritize that last push in December to get all that they can and not really focus on 'What's the relationship we inherit on January 1st?'" Do you have feedback on this episode of On The Merits? Give us a call and leave a voicemail at 703-341-3690.

Episode 326 hosts Sydney Slubik (Registered Nurse from Edmonton, Canada & the winner of our IA X ICCE Competition) Sydney joins us in the 30th chapter of our series called 'The Injector Diaries'. These episodes feature in depth conversations, stories and experiences from injectors around the globe. Each injector brings their own unique take on things and we showcase every level of type of injector, from newbies to masters. We'll explore how and why they chose to inject, why they favour using certain products, look under the hoods of their clinics and aim to inspire our injector listeners. 00:00 Introduction  00:40 Live from ICCE Conference 01:12 Special Guest: Sydney Slubik 01:42 Sydney's Journey into Aesthetics 03:39 Training and Development in Aesthetics 05:33 Challenges and Growth as an Injector 12:49 Experiences at ICCE Conference  17:42 Starting the Business Journey 18:24 Creating a Supportive Community 19:18 Choosing Independence Over Joining a Clinic 20:06 Future Plans for Business Growth 21:14 Challenges of Running a Business 22:23 Acquiring Business Skills 23:27 Navigating Social Media and Marketing 29:16 Consultation Process and Client Relationships 30:39 Product Choices and Industry Trends 34:11 Advice for New Practitioners 36:48 Final Thoughts and Farewell SUBSCRIBE TO OUR ONLINE PLATFORM FOR WEEKLY EDUCATION & NETWORKING CLICK HERE TO BROWSE OUR IA OFFERS FOR DISCOUNTS & SPECIALS CLICK HERE IF YOU'RE A BRAND OR COMPANY & WANT TO WORK WITH US CLICK HERE TO APPLY TO BE A GUEST ON OUR PODCAST CONTACT US

In this episode of PPC Live The Podcastt, host Anu Adegbola interviews PPC expert Nils Rooijmans, who shares his experiences with mistakes in Google Ads management. Nils discusses the importance of monitoring alerts from Google, the significance of proper onboarding for new clients, and the necessity of conversion tracking. He emphasizes the value of communication with clients during crises and the need for a culture of learning from mistakes in the PPC industry. The conversation also touches on common pitfalls in PPC management and strategies for effective campaign management.TakeawaysEven experts make mistakes in PPC management.Ignoring Google alerts can lead to significant issues.Proper onboarding is crucial for new clients.Root cause analysis helps prevent future mistakes.Communication with clients is key during crises.Conversion tracking is essential for successful campaigns.Monitoring ad spend during peak times is critical.Double counting conversions can inflate performance metrics.Creating a culture of learning from mistakes is important.Always be testing and adapting strategies.Chapters00:00 Introduction to Nils and His Expertise06:38 The Digital Nomad Lifestyle10:37 Mistakes in PPC Management15:36 Client Relationships and Accountability20:19 Fixing Issues and Learning from Mistakes20:38 Navigating Google Ads Challenges22:33 Crisis Management and Client Communication24:35 Learning from Mistakes: Root Cause Analysis25:00 The Importance of Conversion Tracking26:00 Common Mistakes in PPC Management29:51 The Role of Mistakes in Growth31:03 Fostering a Culture of Learning33:20 The Future of PPC: Adapting to ChangeFollow Nils on LinkedInSubscribe to Nils' newsletter PPC Live The Podcast features weekly conversations with paid search experts sharing their experiences, challenges, and triumphs in the ever-changing digital marketing landscape.Upcoming: ⁠⁠PPC Live event⁠⁠, February 5th, 2026 at StrategiQ's London offices (where Dragon's Den was filmed!) featuring Google Ads script master Nils Rooijmans.Follow us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Whatsapp group - https://bit.ly/pluwhatsappSubscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Newsletter - https://ppc.live/newsletter-sign-up/

In this episode of Building the Premier Accounting firm, host Roger Knecht discusses building a premier accounting firm with guest Lahari Neelapareddy, founder of Tax Hero and LN Accounting Advisors. They cover Lahari's journey from public accounting to specializing in e-commerce and consumer packaged goods, emphasizing the value of niche marketing and advisory services over traditional compliance work. Lahari shares insights on sustainable growth, avoiding burnout, and the importance of continuous learning for accounting professionals. In This Episode: 00:00 Introduction and Guest Spotlight 01:43 From CPA to Entrepreneur 03:13 Starting an Accounting Firm 07:14 Small Business Accounting Challenges 08:52 Evolving Service Offerings and Specialization 12:33 Niche Marketing and Tax Hero 17:32 CFO and Advisory Services 20:24 Defining CFO Advisory Value 26:15 Client Relationships and Pricing 29:58 Lessons Learned: Sustainability Over Growth 33:23 Closing Thoughts and Resources Key Takeaways: Specialize in a niche industry to enhance marketing and scalability, as Lahari did with e-commerce and CPG brands. Prioritize value-added services like CFO and advisory over compliance work to increase client retention and pricing. Define clear service packages and scope of work to manage client expectations and minimize scope creep. Focus on sustainable growth, emphasizing efficiency and maintaining passion to avoid burnout, rather than solely chasing rapid revenue. Continuously Learn through podcasts, mastermind groups, and peer interactions to stay updated and avoid reinventing processes. Featured Quotes: "I didn't think I would start an accounting firm. Because when I thought of people that owned accounting firm, I only thought tax, right? Like people that are CPAs that do tax returns at their desk. And the image is like very boring is the image that most people get, right?" - Lahari Neelapareddy. "I wanted to add value to my clients. I think that was always there. And the second thing was like, I wanted like a good work culture that I think is maybe still lacking in big four and the public accounting world, but definitely was lacking in the time that I was there." - Lahari Neelapareddy. "Sustainability over growth sometimes, right? Because growth will come automatically, but you need to make sure that you don't lose that passion and that you're sustaining it." - Lahari Neelapareddy. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: I'd love to offer two resources to your audience. First, a free discovery call—whether you're an e-commerce business wanting to simplify sales tax or an accountant interested in partnering with us, you can book a time with me at https://taxhero.net/contact/#demo Second, you can download our up-to-date Economic Nexus Chart, a quick guide to understanding sales tax nexus across the US, at https://taxhero.net/blog/economic-nexus/#download For more information related to Lahari consider the following: TaxHero: https://taxhero.net/, and LN Accounting: https://www.lnaccountingadvisor.com/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve.  This is a webinar you don't want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.   In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals, check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

The busiest firm owners are stuck to their clients. Discover six strategies to break free and build a firm that runs without you.

In this episode of "Building the Billion Dollar Business," host Ray Sclafani delves into the strategies and insights behind successful financial advisory firms, focusing on organic growth and new client acquisition. He outlines six steps to boost growth, emphasizing the importance of client relationships, team collaboration, and strategic planning. Ray also discusses the significance of setting intentional goals and fostering a culture centered around growth.Key TakeawaysOrganic growth is a critical indicator of a firm's health.Understanding total relationship value (TRV) is essential.Generational continuity is key for long-term success.A focused marketing plan aligns with client needs.Utilizing CRM effectively identifies growth opportunities.Reframing culture around growth attracts talent.For more information click here to visit The Best in the Business Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Most founders obsess over growth, but few think about staying in business long enough to enjoy it.In this episode of Founder Talk, I sit down with Matt Sidman, founder of TEQWORKS, to uncover the real blueprint behind building a company that not only survives 24 years but also supports your life, your family, and your purpose along the way.Matt breaks down what actually keeps a business alive: values, consistency, humility, and the discipline to grow slow instead of burning bright and burning out. He shares the full arc of his journey, from launching TEQWORKS with his father, to almost losing the company when the culture shifted, to rebuilding it with intention when he realized it no longer reflected who they were.We dig into the uncomfortable truths founders rarely talk about: identity, ego, control, fear, reinvention, and the moments that force you to choose between the business you want and the life you want to live. Matt talks openly about how “Never miss a moment” became the philosophy that shaped both his company and his family and why those moments became his real metric for success.You'll learn: ✅ What actually keeps a business alive for 24 years ✅ How to reset your company when it drifts off course ✅ Why empathy and heart outperform hustle and ego ✅ How to build a business that supports your life, not consumes it ✅ Why slowing down can be the most strategic move you make ✅ How to become a leader people want to follow for decadesIf you want to know what it really takes to last through recessions, reinventions, and the pressure to always grow faster, this conversation is a masterclass in longevity, leadership, and building a business that puts life first.Connect with Matthew SidmanGuest LinkedIn: https://www.linkedin.com/in/mattsidman/Guest Website: https://www.teqworks.com/author/mattteqworks-com/Get Involved Random Acts Matter: https://www.randomactsmatter.com/CASA Kane County: https://casakanecounty.org/If you are a B2B company that wants to build your own in-house content team instead of outsourcing your content to a marketing agency, we may be a fit for you! Everything you see in our podcast and content is a result of a scrappy, nimble, internal content team along with an AI-powered content systems and process. Check out pricing and services here: ⁠https://impaxs.com⁠Want a behind-the-scenes look at how we run the show and the chance to ask upcoming guests your questions? Join the Founder Talk Club in WhatsApp.(it's free): https://chat.whatsapp.com/KDEgJWAH5liFCiWVIU8bIa Timecodes00:00 Introduction and Greetings00:07 Community Impact and Non-Profit Involvement01:34 Personal Reflections on Community Service04:46 The Origin of Tech Works06:53 The Journey of Building a Business14:06 Balancing Family and Business20:57 The Importance of Relationships in Business28:26 Reflecting on Business Growth and Future Plans29:23 Reflecting on Organizational Values29:46 Rediscovering Old Strategies30:58 Implementing Core Values31:44 Facing Tough Decisions33:54 Family Discussions and Future Plans34:41 Personal Motivations and Community Impact42:06 Embracing Change and Seeking Help45:34 Client Relationships and Retention48:57 AI in the Tech Industry58:37 Investing Outside the Business01:00:54 Lessons from Fatherhood01:04:33 Conclusion and Contact Information

Sponsors:◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account◦ Marvin Windows and Doors◦ Sub-Zero Wolf Cove Showroom PhoenixConnect with Stefan & Scott Carlson:◦ https://www.carlsonprojectsinc.comConnect with Brad Leavitt:Website | Instagram | Facebook | Houzz | Pinterest | YouTube

Have you been wondering what's the best way to set up your CRM? Today's session is going to be a mix of a case study and answers to some specific questions I've been getting lately about Systems in Session. I thought Megan Norman would be the perfect person to bring on because she's been part of my world for a while—first as a Blueprint student, then as a one-on-one client when she hired me for an audit. After that, she joined Systems in Session and gave her entire business a serious glow-up from that perspective. Now, she's part of my retainer program.Find It Quickly00:25 - Client Relationships and Long-Term Engagements01:24 - Megan's Journey with Systems in Session04:42 - The Blueprint Course Evolution06:37 - Audit and Systems Overhaul09:42 - Customizing Workflows for Maximum Efficiency22:07 - Reintroducing the Baby Plan26:36 - Client Experience Enhancement27:09 - Adapting to Business Changes28:08 - The Value of Revisiting Systems29:20 - Hands-On System Implementation32:29 - Maximizing Efficiency During Peak Times33:41 - Elevating Client Experience Post-Booking36:35 - The Importance of Detailed Workflows44:02 - The Benefits of System AuditsMentioned in this EpisodeSystems in SessionCRM BlueprintSystems in Session: Mastering Your Client Journey ft. Erin Belles (a Done-With-You Dubsado Setup Case Study!)Connect with MeganWebsite: megannorman.comInstagram: instagram.com/megannormanphotographyFacebook: facebook.com/MeganNormanPhotography

In this episode, we dive into the art of landing photography clients with guest Dalton Johnson (@storiesbydalton), a full-time commercial and editorial photographer known for his outdoor and adventure work. Dalton shares his insights on balancing inbound and outbound strategies, building genuine relationships, and creating systems that attract work. Whether you're a full-time photographer or balancing a side hustle, this conversation is packed with actionable tips to help you connect with clients, stay top of mind, and create a sustainable career.Expect to Learn: The difference between pitching clients directly and building systems that attract them to youWhy fostering long-term connections with potential clients can lead to consistent workHow to use social media effectively without getting caught in the "posting for the algorithm" trapHow to use your portfolio to showcase your capabilities to potential clientsHow to maintain subtle, meaningful outreach that keeps you on a client's radar without being pushyDalton's Website: https://dalton-johnson.com/Dalton's YouTube: https://www.youtube.com/@storiesbydaltonSponsors:Thanks to Tamron for sponsoring this episode! Their Holiday Instant Savings are here! Save up to $300 on select lenses for Sony, Nikon, and FUJIFILM mirrorless cameras now through January 11th, 2026. Explore here at www.tamron-americas.com Thanks to the National Park Foundation for sponsoring today's episode. Enter the Share the Experience photo contest for a chance to win $10,000 and prizes from Celestron, Historic Hotels of America, and YETI. The grand prize winner's photo could be featured on the America the Beautiful—the National Parks and Federal Recreational Lands Annual Pass. Submit your best shots now at sharetheexperience.org/tpmOur Links:Join our subreddit where you can share stories and ask questions:https://www.reddit.com/r/photographermindset/Subscribe to TPM's Youtube page and watch full length episodes: https://www.youtube.com/thephotographermindset/Make a donation via PayPal for any amount you feel is equal to the value you receive from our podcast episodes! Donations help with the fees related to hosting the show: https://paypal.me/podcasttpm?country.x=CA&locale.x=en_USThanks for listening!Go get shooting, go get editing, and stay focused.@sethmacey@mantis_photography@thephotographermindsetSupport the show

In this episode of Creatives Grab Coffee, Dario Nouri sits down with N'tchidjè Doumbia, founder and creative director of Great Things Studios, a Montreal-based video production company known for its cinematic commercial and corporate work.N'tchidjè shares his journey from music videos to full-scale agency operations, the growing pains of scaling, and how his company maintains creative quality while managing client expectations and large-scale productions. The conversation digs into leadership, team culture, and how the best studios evolve from purely creative shops into strategic, relationship-driven businesses.Topics Covered:00:00 – Intro & background of Great Things Studios05:00 – The shift from creative to strategic production work09:00 – Managing big clients and keeping creative control14:00 – Why relationships drive long-term agency success19:00 – How to scale a team without losing culture25:00 – Leadership lessons and defining your company vision33:00 – Balancing artistry with operational systems41:00 – Reinvesting profits into talent and technology46:00 – The creative risk of saying “no” to bad projects50:00 – Montreal's evolving production landscapeKey Takeaways:Building a scalable studio requires structure, not just creativity.Strong client relationships are your most valuable business asset.Leadership means trusting your team and protecting creative integrity.Knowing when to say no is crucial for brand longevity.The Montreal video scene is diversifying fast, offering global opportunity.

Navigating Corporate America to Commercial Real Estate: Mark Paschal's Journey In this episode of the Industrial Advisors podcast, hosts Bill Condon and Kyle Back sit down with Mark Paschal, the Senior Vice President of National Build-to-Suit at SunCap Property Group. Mark shares his unique career path starting from his days as a football player at UNC, through his diverse experiences in corporate America, and his eventual shift into the real estate sector. He elaborates on the importance of relationship-building, the impact of technology in real estate, and how SunCap differentiates itself in the competitive build-to-suit market. Paschal also discusses market trends, the challenges of power and labor, and his optimistic outlook for the future of industrial real estate. The conversation provides insightful takeaways on the dynamic landscape of corporate real estate development. 00:00 Introduction and Guest Background 01:32 Career Journey and Early Challenges 03:36 Joining SunCap Property Group 05:48 SunCap's Relationship with FedEx Ground 06:48 Client Relationships and Business Strategy 13:23 Market Trends and Future Outlook 19:14 Closing Thoughts and Final Questions

Ted speaks with Alice Williams and Morgan Metcalf of Williams Metcalf Interiors. They discuss the journey of starting a business in the interior design industry during the pandemic. They share insights on taking risks, building confidence, and the importance of community engagement. The duo reflects on their move to Park City, the significance of client relationships, and how technology has transformed their design process. They emphasize the value of teamwork, continuous learning, and adapting to different environments in their work, all while maintaining a fun and collaborative office culture.TOPICS DISCUSSED01:10 Taking Risks and Building Confidence02:30 Starting a Business During a Pandemic04:45 The Move to Park City: A New Adventure07:00 Community Engagement and Building Connections09:25 The Journey of Learning and Growth12:30 The Importance of Team Dynamics15:20 Embracing Change and New Opportunities16:45 Designing for Different Environments22:30 Client Relationships and Personal Connections29:00 Clients with multiple homes31:00 Most amazing thing about Park City33:30 It's more about the people than the project43:00 How technology is changing the business landscape CONNECT WITH GUESTAlice Williams and Morgan MetcalfWebsiteLinkedInInstagramKEY QUOTES FROM EPISODE"Learning and growth are continuous processes.""Client relationships are built on trust.""Technology enhances design capabilities."

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Lily Vittayarukskul, co-founder of Waterlily, and Sumedha Rai, AI strategist, about how AI is reshaping financial planning—from enhancing advisor-client relationships to helping protect consumers from financial scams.We explored how advisors can integrate AI thoughtfully, while keeping empathy and human connection at the center of every conversation.

In this week's episode of The Power Lounge, host Amy Vaughan welcomes Ilise Benun, acclaimed business coach, author, and founder of Marketing-Mentor.com, for a candid conversation about money, mindset, and marketing for creative professionals. Together they explore why so many talented freelancers and solopreneurs fall into the exhausting cycle of undercharging and overdelivering, and what it truly takes to build a business that reflects both your skill and your value.Ilise shares decades of wisdom on how to reframe pricing from a matter of self-worth to one of clear strategy and confident communication. She offers practical advice on having better money conversations, identifying ideal clients, and setting prices that feel fair to both sides. The discussion is packed with insight, from her signature “$500, $5,000, or $50,000” approach to budget talks, to the mindset shifts needed to escape desperation pricing and cultivate lasting client relationships.Amy and Ilise also dig into the art of consistent marketing, emphasizing that real success comes from showing up regularly and authentically. They discuss the power of simplicity, how to market yourself without making it about you, and why even small, steady efforts can transform your business over time. Whether you're a creative struggling to charge what you're worth or a seasoned professional ready to attract higher-value clients, this episode will challenge how you think about money and remind you that confidence, clarity, and communication are your strongest assets.Chapters:00:00 – Introduction & Welcome00:29 – Meet Ilise Benun: Guest Introduction01:22 – Ilise's Background & Podcast01:49 – Episode Overview: Pricing, Mindset, and Marketing02:28 – The “Spooky” Topic: Money03:53 – Why Creative Professionals Undervalue Their Work05:21 – The Power of Mindset in Pricing06:02 – Pricing Problems Need Marketing Solutions07:24 – Attracting the Right Clients & Using AI10:10 – Real-World Pricing Stories11:08 – The Importance of the Money Conversation12:31 – Mindset Shifts for Discussing Budgets13:44 – Avoiding Desperation Pricing15:10 – Transparency and Building Client Partnerships16:16 – Value-Based vs. Hourly Pricing17:32 – Common Marketing Mistakes19:58 – The Simplicity of Effective Marketing21:30 – Raising Rates & Upgrading Clients24:28 – Marketing Yourself vs. Marketing a Product27:30 – Power Round & Final AdviceQuotes:“There's this people-pleasing thing we tend to do, especially as women, and it gets all tied up in our so-called self-worth — which doesn't really belong in business. You have to take yourself out of it and look at your pricing objectively. Like I always say, ‘Like me a little less and pay me a little more.'” - Ilise Benun“Awareness is the key. Listen to that internal voice, notice the tone, and remember — just because you think it doesn't make it true. But if you believe in it long enough, you can think it into being true.” - Amy VaughanKey Takeaways:Pricing isn't about self-worth — it's about strategy.Mindset is built on your inner dialogue.Marketing solves pricing problems.Have the money conversation early.Stop people-pleasing your way into poverty.Price communicates value. Low rates often repel serious clients.Consistency beats complexity. Small marketing actions build stronger pipelines.Raise rates through conversation, not confrontation.Let go to level up. You can't grow while holding onto every client.Marketing isn't about you — it's about them. The best promotion focuses on solving your clients' problems, not bragSupport the show

Purchase Acid Quote Tees: https://www.etsy.com/shop/acidquotetees   Buy me a coffee: https://buymeacoffee.com/dostaandrewlake   Download Music: https://pmajor.bandcamp.com/album/car-carrier     I understand the importance of developing client Relationships and working to gain a superior understanding of the agencies which make up the client base…

Erica and Cathi Shank of Speedy Scoop discuss the challenges and growth of running a pooper scooper business, particularly covering topics such as hiring and leading a team, managing the balance between work and home life, overcoming difficult business seasons, and the decision to incorporate Christian faith and values into one's company culture. The conversation also touches on marketing strategies, the importance of communication with staff, and Cathi's personal entrepreneurial journey and future goals. Comments and Questions are welcome.   Send to: thescooppodcast22@gmail.com

In today's episode of The Build Show Podcast, Matt Risinger sits down with long-time friend and fellow builder Wade Paquin of WKP Builders for a deep dive into one of the most transformative shifts in residential construction — moving away from the traditional bidding carousel and embracing pre-construction agreements. Matt and Wade share hard-earned lessons from decades in the field, revealing how pre-con can protect both builders and clients, streamline collaboration with architects, and build lasting trust through transparency. Together, they discuss real-world examples, the pitfalls of the old “three-bid” mindset, and how the pre-construction process creates better budgets, schedules, and client relationships. Whether you're a seasoned pro or just starting your building business, this conversation delivers practical insight into elevating your systems and safeguarding your profitability.From the Risinger Build Studios in Austin, Texas—let's get into it.Huge thanks to our episode sponsor, Pella. Find out more at: https://www.pella.com/Follow Wade on Instagram: https://www.instagram.com/wkp_builders/ Don't miss a single episode of Build Show content. Sign up for our newsletter.

In this episode of Founder Talk, I sit down with Brian Smith, founder of IA Business Advisors, to talk about the myth of hypergrowth — and why the best founders know when to slow down. Brian's company just landed on the Inc. 5000 list of fastest-growing companies, and he shares exactly what it took to get there after nearly 30 years in business.We dig into what founders get wrong about scaling, the hidden dangers of growing too fast, and how “intentional growth” beats “blind speed” every single time. Brian also shares his journey through burnout, ego, and the lessons that reshaped how he leads — in business and at home.This one's not just about revenue. It's about building a life and company that actually last.You'll learn:✅ The difference between growth and scaling (and why it matters)✅ How companies go bankrupt trying to grow too fast✅ Why slowing down is often the fastest way to scale✅ How transparency with your team and family creates long-term success✅ Why ego kills leadership — and how to lead with intentionalityIf you've been searching “how to scale your business,” “how to avoid burnout as a founder,” or “how to build a company that lasts,” this episode will shift the way you think about growth.Connect with Brian SmithGuest LinkedIn: https://www.linkedin.com/in/influenceauthor/Guest Website: https://iabusinessadvisors.com/If you are a B2B company that wants to build your own in-house content team instead of outsourcing your content to a marketing agency, we may be a fit for you! Everything you see in our podcast and content is a result of a scrappy, nimble, internal content team along with an AI-powered content systems and process. Check out pricing and services here: ⁠https://impaxs.comWant a behind-the-scenes look at how we run the show and the chance to ask upcoming guests your questions? Join the Founder Talk Club in WhatsApp.(it's free): https://chat.whatsapp.com/KDEgJWAH5liFCiWVIU8bIaTimecodes00:00 Introduction00:24 Secrets to Making the Inc. 5000 List02:21 Growth vs. Scaling Explained03:59 Challenges of Rapid Scaling08:01 Building a Strong Foundation10:33 Leveraging Contractors for Growth22:19 Client Relationships and Retention28:17 The Monthly Retainer Model Debate28:25 The Importance of Data in Business29:21 Reflections on Early Entrepreneurship29:54 Understanding and Managing Ego31:12 The Value of Intentionality32:12 A Pivotal Year: 200434:27 Balancing Family and Business40:58 Navigating Economic Challenges47:57 The Role of AI in Consulting53:15 Advice for Founders55:28 Rapid Fire Questions56:27 Conclusion and Final Thoughts

In this session, we walk through one of the most important conversations a real estate agent can master: the seller interview. You will practice how to uncover a homeowner's motivations, timing, and expectations through calm, confident questions that build trust and lead naturally to a listing appointment.We follow the TALK52 T.A.L.K. framework: Target, Assess, Look, Commit. This approach helps agents guide a clear, professional dialogue that feels natural rather than scripted. By the end of this episode, you will know how to:Ask discovery questions that reveal what truly matters to the sellerReflect and summarize to show understanding and build rapportTransition smoothly to scheduling an in-person listing consultationThis week's focus is on connection before conversion: listen first, plan second.Read and practice the full dialogue here: https://talk52.com/dialogue/week44-day-monday

In this conversation, Cam shares his journey from working in nurseries to running his own landscaping business, Abcam. He discusses the importance of horticultural knowledge, effective employee management, and the tools and technology that support his operations. Cam emphasizes the need for both business and horticultural skills to succeed in the landscaping industry, and he highlights the value of building strong client relationships. The discussion also touches on pricing strategies, the role of automation, and the importance of adapting to changing circumstances in business.

In this episode of the Investor Fuel podcast, host Michelle Kesil speaks with Jason Fishman, a growth marketer specializing in investor acquisition. Jason shares insights into his innovative marketing strategies for real estate investors, detailing his approach to building awareness and engagement through digital channels. He discusses the importance of a structured marketing strategy, the success stories from his campaigns, and the evolving landscape of digital marketing. Jason emphasizes the significance of building relationships and leveraging referral partnerships to find clients, while also exploring new trends in marketing, including the use of podcasts and AI tools.   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   —--------------------

Mastering Traits of a Successful Broker: Insights from Industrial Advisors In this episode of the Industrial Advisors podcast, hosts Matt and Kyle discuss the essential traits that make a successful broker in the industry. They identify five key attributes: work ethic, analytical ability, networking, salesmanship, and creativity. They emphasize the importance of mastering at least two of these traits to make money, three to become elite, and four to achieve significant success. They also highlight the value of discipline, competitive drive, authenticity, and passion in the field. The conversation provides valuable insights for brokers looking to excel in the industry. 00:00 Introduction to the Five Key Traits 00:48 Deep Dive into the Five Traits 01:56 The Importance of Discipline and Competitive Nature 03:00 Winning and Authenticity in Brokerage 03:52 Passion and Final Thoughts

Are you just buying a house, or are you investing in a lifestyle that matches your future? In this episode of the Real Estate Excellence Podcast, Tracy Hayes welcomes former middle school math teacher turned real estate agent, Jamie McLaughlin. Jamie shares her inspiring journey from the classroom to becoming a trusted realtor in St. Johns County, Florida. With deep roots in the community and a teacher's heart, Jamie brings patience, structure, and honesty to every transaction—serving not just clients, but building long-lasting relationships. Tracy dives into the challenges and strategies of selling in today's market—from handling CDD fees, insurance hurdles, and new construction pitfalls to emphasizing education-based buyer consultations and proper pricing for sellers. Jamie also reveals how her background as a mentor and volleyball coach influences her people-first approach. Whether it's pre-inspections, dealing with builders, or navigating complex buyer expectations, Jamie's approach is a masterclass in thoughtful, integrity-driven real estate. If you're a buyer or seller in Northeast Florida, take a cue from Jamie's playbook—partner with an agent who educates, advocates, and isn't afraid to speak the hard truths. Subscribe to the Real Estate Excellence podcast and share this episode with someone ready to make smarter real estate decisions!   Highlights: 00:00 - 13:50 Jamie's Journey From Teacher to Realtor How Hurricane Andrew led Jamie to St. Johns County Teaching math and pivoting to real estate Marketing background and first job selling Suns tickets Bringing mentorship and coaching into real estate Building relationships that last beyond the transaction 13:51 - 24:00 Understanding the Real Buyer's Needs Asking the hard questions early in buyer consults CDD, HOA, and insurance costs affecting decisions Buying with long-term goals in mind New construction vs resale: planning ahead Helping military families make smarter buys 24:01 - 30:32 Expectation Management & Teaching the Process Using teaching experience to walk buyers through steps Contingencies, loan types, and offer strategy Repair issues and listing prep surprises When deals almost fall apart Importance of communication at every stage 30:33 - 36:00 New Construction Inspectors, Superintendents & Slab Surprises Hidden issues in new builds—plumbing nightmares Advocating for pre-slab, pre-drywall, pre-close inspections Value of a Realtor during construction Blue tape walkthroughs and designated “bad guy” role Real stories of builder mistakes caught just in time 36:01 - 44:16 The Seller Side Marketing, Staging & Strategy 60/40 split: Jamie's seller focus Pricing strategies based on timeline and comps Professional photos, video, and staging impact A real-world staging success story Helping sellers invest to gain more return 44:17 – 01:20:06 Navigating a Changing Market Trending real estate questions and hot takes Dealing with slow markets and higher inventory Buyer concessions, mortgage payment focus Why every buyer should interview their agent Emotional intelligence in negotiation and transaction   Quotes: “If you don't like my style or beliefs, there's someone else out there—but I bring value in my time and what I offer.” – Jamie McLaughlin   “I want to be your friend forever—not just your Realtor.” – Jamie McLaughlin “You sometimes have to spend money to make money. That's how I built my real estate career.” – Jamie McLaughlin “I can't stress enough how important inspections are—even for new construction.” – Jamie McLaughlin   To contact Jamie McLaughlin, learn more about her business, and make her a part of your network, make sure to follow her on her Website, Instagram, Facebook, YouTube, YouTube, and LinkedIn.   Connect with Jamie McLaughlin! Website: https://www.jamiemclaughlin.org/ Instagram: https://www.instagram.com/jamiemclaughlinrealtor/ Facebook: https://www.facebook.com/jamiemclaughlinrealtor YouTube: https://www.youtube.com/@jamiemclaughlinrealtor LinkedIn: https://www.linkedin.com/in/jamie-mclaughlin-4a7a731a2/   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 #StJohnsCounty #NortheastFloridaRealEstate #JamieMcLaughlin #HomeBuyingTips #RealEstatePodcast #NewConstructionHomes #RealtorLife #RealEstateStrategy #CDDFees #HOA #MortgageTips #BuyersAgent #SellersAgent #FloridaRealtor #RealEstateEducation #HomeSelling #StagingHomes #RealEstateInspection #RealEstateMentorship

In this conversation, Jaysum Hunter discusses the importance of advisory services and the strategies for effective delegation in a corporate environment. He emphasizes the need for advisors to focus on their strengths and delegate tasks that do not align with their expertise.   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, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across different countries and the importance of building trust with clients. David shares his experience of self-reflection and how it led to a deeper understanding of his clients' needs and highlights the value of asking powerful questions and ending client meetings with an empathetic question. Encore Episode:  Client Relationships And Connections With Guest David Gow Resources in today's episode: – Matt Jarvis: Website | LinkedIn – David Gow: Website | LinkedIn

In this episode of Remodelers on the Rise, Kyle sits down with Chris Moore of Senior Remodeling Experts to unpack why aging in place can be the golden goose for remodelers. Chris breaks down the three segments of the market (traumatic change, progressive change, and no urgent needs) and shows how to weave smart, subtle upgrades into standard projects: three-foot doors, curbless showers, blocking for future grab bars, stacked closets for a future elevator, removable cabinet fronts, and ceiling-lift framing. They talk about messaging that avoids stigma, why most homes are “Peter Pan" housing, and how aging in place is a team sport. You'll also hear Chris's purpose-driven story, the impact of VA grants and Virginia's Livable Homes Tax Credit, and his “Age Out Loud” mission to celebrate later-life living. Bonus: a quick productivity nugget from Kyle to tame your inbox and focus your day. ----- Want to keep in touch with past clients and prospects without the hassle of writing content yourself? That's exactly what Remodelers AutoPilot does — each month you get a done-for-you email newsletter and social media posts, ready to send. ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights! ----- Takeaways Remodeler's Autopilot helps maintain client relationships. Aging in place is a growing market due to demographic shifts. Marketing should celebrate aging rather than stigmatize it. Accessibility features can be seamlessly integrated into home designs. Communication is key in discussing aging with clients. Remodelers can benefit from understanding the psychology of aging. Practical modifications can enhance safety and comfort in homes. The importance of personal stories in connecting with clients. Aging should be viewed as a positive aspect of life. Transformations in home design can lead to fulfilling lives. ----- Chapters 00:00 Introduction and Personal Reflections 03:54 Chris Moore's Journey in Construction 07:07 The Shift to Aging in Place 09:58 Challenges in Marketing Aging in Place Services 13:05 Transforming Perceptions of Aging 16:09 The Importance of Home for Aging 19:02 Living a Purposeful Life at Any Age 24:23 Understanding Aging in Place Needs 25:53 Segments of the Aging in Place Market 27:19 Marketing Strategies for Remodelers 29:05 Incorporating Accessibility Features Stealthily 32:11 Engaging Clients in Future Planning 34:33 The Importance of Thoughtful Remodeling 35:33 Communication and Marketing in Aging in Place 37:00 The Rise of Multi-Generational Housing 39:08 Personal Reflections on Aging and Purpose

On the fifth stop of the Advisory Amplified tour in Atlanta, Blake sits down with Lisa Gilreath of Acuity and Valerie Heckman of OnPay to discuss what empathetic leadership actually looks like in an industry notorious for long hours and tight deadlines. The conversation covers everything from recognizing when team members are struggling to handling toxic high performers, with real talk about building slack into capacity planning and why unused PTO is a red flag. Lisa and Valerie share concrete steps for creating a culture where people feel supported enough to lean in when it matters most.Chapters(01:17) - Defining Empathy in Accounting (02:24) - Implementing Processes to Reduce Stress (03:26) - Balancing Workloads and Mental Health (10:15) - Client Relationships and Empathy (16:42) - Adapting to Change and Hiring for the Future (19:07) - Using Data to Spot Problems Early (24:35) - Handling Toxic High Performers (26:22) - Practical Tips for Leading with Empathy (30:55) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Valerie HeckmanLinkedIn: https://www.linkedin.com/in/valerieheckman/Learn more about OnPayOfficial website: https://onpay.comLisa GilreathLinkedIn: https://www.linkedin.com/in/lisa-gilreath-2ba506a/Learn more about SorrenOfficial website: https://sorren.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

If a facilitator goes unseen, are they any less present? This is the beautiful paradox of facilitation: as we grow more adept in our craft, our presence in the room becomes less noticeable – less needed – because we've subtly set the magic of facilitation into motion.Master of his craft Vinay Kumar knows this only too well. When you relinquish control, place your trust in the group, and set the stage for emergence to unfold, the space begins to hold itself – sometimes in unexpected ways. Join us as we go meta on facilitation and Vinay shares the stories and life lessons he's learnt with generous warmth and wisdom. Find out about:How to become the invisible facilitator that lets go of control and trusts the groupThe polarity of facilitation: why you have to do facilitation to become facilitationWhat makes a professional facilitator, when everyone can call themselves one?The impact of sustained, collaborative facilitation that lasts beyond the first workshopDon't miss the next episode: subscribe to the show with your favourite podcast player.Links:Watch the video recording of this episode on YouTube.Connect to Vinay Kumar:LinkedInWebsite Share your thoughts about our conversation!Support the show✨✨✨Subscribe to our newsletter to receive a free 1-page summary of each upcoming episode directly to your inbox, or explore our eBooks featuring 50-episode compilations for even more facilitation insights. Find out more:https://workshops.work/podcast✨✨✨Did you know? You can search all episodes by keyword to find exactly what you need via our Buzzsprout page!

In this episode, Sean and Catherine welcome architect Jacob Wimsatt from CW Architects. They discuss Jacob's journey into architecture, the concept of 'warm modern' design, and the importance of collaboration between architects, clients, and builders. Jacob shares insights on navigating construction challenges, the role of AI in architecture, and how to balance creativity with client needs. The conversation highlights the evolving landscape of architecture and the impact of technology on the industry.

What does it take to build authentic communities that truly connect with your market?This special Hard Corps Marketing Show takeover episode features an episode from the Connect To Market podcast, hosted by Casey Cheshire. In this conversation, Casey sits down with Paul Jones, Moderator of the Connect To Market Community & Founder of Bridgio. Paul shares lessons from building over 40 successful communities and explains why real market connection goes beyond launching products or campaigns.He emphasizes the importance of deeply understanding your Ideal Client Persona (ICP), using empathy to craft resonant messaging, and creating space for meaningful, value-driven interactions. Paul also challenges the overreliance on technology, encouraging marketers to start simple and stay focused on human connection.In this episode, we cover:The difference between going to market and connecting to itHow to understand your ICP beyond the surface levelWhy low-tech, high-value engagement builds stronger communitiesReal examples of community-led product and messaging success

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

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

Connect with Carson:https://www.linkedin.com/in/carsoncre/Click to access the 120k Southwest Airlines Performance Business card offer (click Performance Business card at the top) Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

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

Too many entrepreneurs believe they need to keep every student/client. I learned the hard way, that's simply not true. Early in my coaching business, I ignored red flags, tolerated bad behavior, and nearly let one client drain my energy, my brand, and my confidence. Firing her was one of the most important decisions I've ever made. In this episode, I'll share exactly what happened, the red flags I missed, and why holding on to the wrong clients can cost you far more than money. This story isn't just about me, it's about protecting your business, your boundaries, and your future growth. If you've ever struggled with saying “no” to a client, this is your wake-up call. Watch until the end and see how letting go of the wrong people can open the door to attracting the right ones. #RealEstateCoaching #BusinessCoaching #BadClients #SetBoundaries #CoachingSuccess #ClientRedFlags #EntrepreneurLessons #OnlineCoaching #KristaMashore #SumiShore

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

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

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

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

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