Podcasts about client relationships

Sponsors: ◦ Visit Buildertrend to schedule a demo ◦ Marvin Windows and Doors ◦ Sub-Zero Wolf Cove Showroom Phoenix ◦ CCS Registration Connect with Daniel Fessler:  ◦ https://www.compoundconcrete.com  ◦ https://www.instagram.com/compoundconcrete  Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube

What happens when better technology is no longer a competitive advantage? Host Kortney Harmon is joined by Donnie Gupton, Founder of Ora Marketing and creator of the Uncopyable Recruiter Method, to examine why trust—not tools, speed, or access—is becoming the real differentiator for recruiting firms.Donnie breaks down how AI and automation are creating greater parity between agencies and internal talent teams—and why the bigger challenge for recruiters isn't competition, but comparability. He shares a four-part framework for becoming the standard in your niche through clear positioning, an intentional market ecosystem, authority-building content, and consistent follow-up.Key Takeaways• Why trust becomes the differentiator when technology is table stakes• How clear positioning helps recruiters escape the comparability trap• Why the 97% of buyers not hiring today deserve your attention• How content and consistent follow-up turn authority into demandDiscover how to build the trust and authority that make your firm the first call when hiring needs arise.________________Follow Donnie Gupton on LinkedIn: LinkedIn | DonnieFollow Crelate on LinkedIn: CrelateWant to learn more about Crelate? Book a demo hereSubscribe to our newsletter: The Full Desk Experience

How can AI help agents build stronger client relationships instead of simply automating tasks? That's the question at the heart of this conversation. In this episode, I sit down with Luis Poggi, co-founder and CEO of HouseWhisper, to explore how AI-powered assistants are helping agents stay on top of follow-up, manage their CRM, and create more meaningful client interactions. Drawing on his experience leading product teams at Zillow, Luis shares why the biggest opportunity isn't replacing agents, but giving them the systems to consistently deliver a better client experience. We also discuss what startup founders are learning as AI evolves at an incredible pace, why customer obsession should guide every product decision, and how the future belongs to companies that solve real problems instead of simply adding more technology. If you're looking for practical insights into where AI-powered assistants are headed and what that means for the future of real estate, you'll enjoy this conversation. Guest: Luis Poggi Luis on LinkedIn: https://www.linkedin.com/in/luispoggi/  Website: www.housewhisper.ai Instagram: https://www.instagram.com/housewhisper.ai LinkedIn: https://www.linkedin.com/company/housewhisper/ YouTube: https://www.youtube.com/@HouseWhisperAI   Host: Rajeev Sajja Website: http://www.realestateaiflash.com Facebook: https://www.facebook.com/rsajja Instagram: http://www.instagram.com/rajeev_sajja LinkedIn: http://www.linkedIn.com/in/rsajja   Rajeev's Resources:  Join our Instagram Real Estate AI Insiders Channel - https://ig.me/j/AbZCJG37DqBPPtxi/ Get 14 days Wispro Flow Pro Free Trial - https://ref.wisprflow.ai/rajeev-sajja  Subscribe to our weekly AI Newsletter: https://realestateai-flash.beehiiv.com/subscribe  

In a solo episode, Adam Stoker unpacks a shift he can't stop thinking about since the latest CMO Jam: the agency-of-record model in destination marketing is about to change — whether agencies drive it or clients do. Adam walks through the forces quietly reshaping the relationship — media commissions shrinking, AI erasing the knowledge gap that once justified agency premiums, and DMO teams pulling more work in-house — and what all of it means for who you hire and why. He also shares the one thing every destination should refuse to outsource, the budget line he thinks smart DMOs will start protecting, and a blunt look behind the curtain at how agencies really handle your vendor relationships. Plus, the story behind DMO Jam — the new application-only peer program born out of two years of CMO Jam. Subscribe to our ⁠⁠⁠⁠newsletter⁠⁠⁠⁠! The ⁠⁠⁠⁠Destination Marketing Podcast⁠⁠⁠⁠ is a part of the ⁠⁠⁠⁠Destination Marketing Podcast Network⁠⁠⁠⁠. It is hosted by Adam Stoker and produced by Brand Revolt. If you are interested in any of Brand Revolt's services, please email ⁠⁠⁠⁠adam@thebrandrevolt.com⁠⁠⁠⁠ or visit ⁠⁠⁠⁠www.thebrandrevolt.com⁠⁠⁠⁠. To learn more about the Destination Marketing Podcast network and to listen to our other shows, please visit ⁠⁠⁠⁠www.thedmpn.com⁠⁠⁠⁠. If you are interested in joining the network, please email ⁠⁠⁠⁠adam@thebrandrevolt.com⁠⁠⁠⁠.

Hey there Voices of the Bench community, this is Trish Jones with Ivoclar. If you've been curious about fast-firing zirconia to improve efficiency but aren't convinced it can deliver predictable, high-quality results, I'd encourage you to connect with us. Our new IPS Emax Zirconia offers multiple fast-fire protocols designed to help save you valuable production time while maintaining consistent results. Time is money in every lab. Don't wait. Reach out to your local Ivoclar rep today and discover how IPS Emax Zirconia can help streamline your workflow. As full-arch dentistry continues to grow, so do the demands on today's dental laboratories. That's why Knight Dental recently launched SimplyARCH Studio, a dedicated production environment built exclusively for full-arch restorations. To support this specialized workflow, Knight invested in an XTCERA milling system and carefully evaluated multiple CAM software solutions before choosing hyperDENT. The decision came down to exceptional milling quality, minimal hand finishing, and impressive production efficiency. But what truly set hyperDENT apart was the implementation process. From the very beginning, the team provided more than software training—they shared the knowledge and experience needed to build an optimized workflow for complex full-arch cases. With proven expertise in advanced milling strategies and laboratory production, hyperDENT helped ensure SimplyARCH Studio was designed for long-term success from day one.Matt Everatt joins Elvis and Barb for a fascinating conversation that takes a deep dive into his journey through the dental laboratory industry and the story behind his book, The Invisible Profession. From discovering dental technology at 16 and specializing in maxillofacial prosthetics and orthodontics to working in hospitals, developing early sleep-apnea appliances, and nearly leaving the profession altogether, Matt's career has taken some seriously interesting turns. Eventually, he helped co-found S4S, building a successful business around sleep-apnea appliances, occlusal splints, orthodontics, and more before eventually stepping away from ownership. This week on Voices From the Bench, we finally sit down with someone we've been wanting to have on the show for a LONG time—Philip Gold! Philip grew up in the dental laboratory, quite literally pulling teeth out of formaldehyde bottles in his father Raymond Gold's lab in Atlanta. His father started the laboratory in 1946, and Philip eventually found himself following in those footsteps, although not without first taking a seven-year detour working for Williams Gold. That experience gave him the opportunity to visit laboratories all over the country, learn from some of the best in the industry, and see firsthand how different labs operated. Philip eventually returned to the family laboratory in 1980 and began the process of taking over from his father. What followed was a career built around learning, adapting, building teams, and—most importantly—relationships. Philip shares what it was like stepping into a leadership role at a young age, earning the respect of experienced technicians, and learning that being a leader isn't about knowing everything yourself, but understanding the work well enough to help the people around you succeed. He also talks about selling the laboratory to National Dentex with the goal of giving the business and its people an opportunity to continue growing, only to eventually find his way back into the laboratory world with By Design Dental Studio alongside his daughter Katie and Denise. And if you know Philip, you know he's never stopped learning. He currently holds six CDT certifications, including ceramics, crown and bridge, partials, implants, dentures, and digital. His story about preparing for the digital practical exam is a perfect example of his determination—his first practice run took seven and a half hours for an exam designed to be completed in just over five. So he reorganized, practiced again, changed his workflow, and eventually got it down to under five hours. And of course, Philip isn't pursuing certifications just for himself. He wants to set an example, motivate the next generation of technicians, and encourage more people in the laboratory to continue learning. We also get into the importance of customer service, why relationships are at the heart of this industry, and why sometimes the best thing a laboratory can do is simply pick up the phone and help. Philip shares his philosophy that when something goes wrong, you drop everything and make it right. We talk about giving back to the industry, the people who helped shape Philip's career, and how the dental laboratory community has always been willing to share knowledge when you're willing to ask. And yes… somewhere along the way we also hear the greatest “okey-doke” story in dental laboratory history. Special Guest: Phillip Gold.

Kate Connor, Chief Operating Officer at Moxie Communications Group, joined us on The Modern People Leader. We talked about how Moxie is adopting AI safely, why leaders should automate low-judgment work first, and how to embed AI into the culture without replacing human creativity, judgment, and relationships. ----  Sponsor Links:

What does it take to stand out in an industry where relationships and reputation are everything? Chris Jaeger sits down with Ben Pope and Julian Andreola of Nexus Licensing Group to explore how Nexus has grown by bringing a hands-on, relationship-first approach to collegiate licensing. They unpack the company's rapid growth, the importance of getting face-to-face with clients, protecting university brands, and why service, character, collaboration, and commitment are more than just words on the wall. Connect with Ben Pope: https://www.linkedin.com/in/ben-pope-04404117b/ Connect with Julian Andreola: https://www.linkedin.com/in/julian-andreola-425832222/

What if the recruiting advice you've always followed is costing you placements instead of creating them? Host Kortney Harmon shares a standout session from the FDE+ Virtual Conference featuring Tricia Tamkin and Jason Thibeault of Moore eSSentials, who challenge conventional recruiting wisdom with practical, psychology-driven strategies that strengthen client and candidate relationships.From business development conversations to candidate negotiations, Tricia and Jason reveal why the most effective recruiters often do the opposite of what everyone else is taught. They explore how to build trust through honesty, rethink exclusivity and guarantees, navigate HR partnerships more effectively, and handle objections, counteroffers, and difficult conversations with confidence. Every strategy is designed to move beyond scripted recruiting and create authentic conversations that lead to stronger long-term results.Key Takeaways• Use pattern-interrupts to earn attention and build credibility • Build trust by leading with transparency instead of outdated recruiting tactics • Turn difficult business development conversations into opportunities for deeper engagement • Reframe guarantees, exclusivity, and counteroffers as competitive advantages • Apply psychology and authenticity to create stronger client and candidate relationshipsLearn how the best recruiters replace outdated scripts with conversations that build trust, strengthen relationships, and drive consistent revenue.________________Follow Tricia and Jason on LinkedIn: LinkedIn | Tricia, LinkedIn | JasonFollow Crelate on LinkedIn: CrelateWant to learn more about Crelate? Book a demo hereSubscribe to our newsletter: The Full Desk Experience

In this episode of the Construction Corner podcast, Dillon and John pull back the curtain on what drives Vertical Design Services — and what drives them personally. With 15 years of experience in electrical engineering, Dillon shares why he thrives on the front end of projects: crafting proposals, sizing equipment, and building the one-line diagrams that most contractors struggle to put together on their own.Dillon also reflects on his background in software and automation — spending nearly a decade in Revit building layout tools for commercial projects — and how stepping back from that technical side allowed him to grow into his true strengths: client relationships, project management, and business development.They open up about the day-to-day reality of juggling 20+ projects at once, why picking up the phone beats email every time, and how Vertical Design Services differentiates itself by sweating the details other firms leave on the table — like ladder tray routing that typically gets passed off to contractors.Finally, they look ahead at what scaling the business means over the next 6–12 months: building out the sales side, cultivating new partnerships, and continuing to grow in markets where blue-collar relationships and trust are everything.

The following guest sits down with host Justin White:•   Gilbert Bennett - Loan Originator, My Easy MortgageConsistently Making Outbound Phone Calls Opens the Door for Business OpportunitiesEven when it seems like there isn't a reason to call your past clients, you still need to make those calls. Why should mortgage loan originators set aside time every day for outbound calls? Listen to Episode #129 of Good. Better. Broker. as we sit down with a mortgage broker who is smiling and dialing his way to more leads and loans.In this episode of the Good. Better. Broker. podcast, you'll learn why it's important to call clients even if they aren't in the market for a mortgage.In this episode, we discuss ...•   1:22 – how Gilbert got into the mortgage business•   7:10 – the importance of making outbound calls•   9:16 – why phone calls make the loan process easier•   10:54 – why stronger relationships are built through the phone•   13:56 – the phone call that gets Gilbert 8-10 leads every month•   16:47 – events Gilbert hosts to stay in touch with clients•   20:29 – the benefits of staying connected with clientsResources mentioned in this episode: The Core TrainingShow Contributor:Gilbert BennettConnect on LinkedIn Connect on Facebook Connect on InstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy Award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTubeHead to uwm.com to see the latest news and updates.

Episode 155: This week, Kyle Van Pelt talks with Julie Littlechild, Founder and CEO at Absolute Engagement. Julie is a recognized leader in client engagement, investor behavior, and referral growth. Through years of advisor and investor research, she has helped firms better understand the emotional drivers behind client decisions and build stronger, more personalized advisory relationships. Kyle and Julie explore why understanding how clients feel is just as important as understanding their financial goals. Julie explains how behavioral data—especially around confidence and concerns—helps advisors uncover more meaningful conversations, personalize communication, and strengthen trust over time. They also discuss why client experience is becoming a key competitive advantage, how AI should enhance rather than replace human connection, and practical ways firms of every size can create experiences that resonate with both today's clients and the next generation. In this episode: (00:00) - Intro (01:33) - Julie's money moment (04:52) - Understanding the confidence and concern indices (04:52) - Understanding the confidence and concern indices (06:52) - Using behavioral data to personalize the client experience (10:00) - Why CRM integrations make behavioral data more actionable (14:35) - The growing role of client experience leadership (17:04) - Why efficiency alone isn't a competitive advantage (19:18) - Practical ways smaller firms can elevate the client experience (22:06) - Making client appreciation events more meaningful (25:21) - Generational shifts and the "juggle generation" (27:54) - Julie's outlook on the future of financial services (29:23) - Julie's Milemarker Minute Key Takeaways Behavioral data creates better conversations, not just better reporting. Measuring client confidence and concerns gives advisors a practical starting point for uncovering what clients are truly thinking and feeling, leading to deeper, more meaningful relationships. Personalization starts with understanding what matters most. Advisors who know what clients are worried about can tailor conversations, communication, events, and resources in ways that feel genuinely relevant instead of generic. Technology should amplify human connection. AI and behavioral insights are most valuable when they create more time—and better context—for advisors to build trust, empathy, and lasting relationships. Client experience is becoming a true competitive advantage. Operational efficiency is increasingly expected. The firms that stand out will be the ones that consistently make clients feel understood, supported, and confident about the future. Quotes "Think about the experience not only as the conversations that advisors have with their clients, but the communications they share, the events that they run, and the offer that they have in place." ~ Julie Littlechild "We are at a point now where we can see the connection between data, technology, and human connection. I think we're starting to understand that, 'If I can capture this insight and have this data and do that effectively, comfortably, and consistently, I can create a more human experience.'" ~ Julie Littlechild "Efficiency does not set you apart. No one ever said, 'My life has been impacted by my advisor because they have some incredible workflows.'" ~ Julie Littlechild Links  Julie Littlechild on LinkedIn Absolute Engagement Good to Great Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Podcast Sponsors: Claim your exclusive savings from our partners with the links below:Sourcewhale - Check Out Sourcewhale & Claim Your Exclusive Offer Here.Atlas - Check Out Atlas & Claim Your Exclusive Offer HereRaise - Check Out Raise & Claim Your Exclusive Offer Here.-------------------------Want more content like this?The Wednesday Debrief is our free weekly newsletter for recruiters who take their craft seriously. Join 7,000+ subscribers here: https://limitless-learning.thisishector.com/subscribe-------------------------Get in touch with me:Linkedin: https://www.linkedin.com/in/hishemazzouz/-------------------------

First-generation attorney, Jamaal Jones shares how to succeed in health law, manage client relationships, and scale a law firm without the billable hour.This episode of The Free Lawyer, host Gary Miles speaks with Jamaal Jones, founder of Jones Health Law, about what it takes to transition from an entry-level attorney doing document review to running a successful health law practice. Jamaal shares candid stories about the realities of launching a firm with no initial network, transitioning away from the traditional billable hour, and protecting the business of medicine. Jamaal outlines key strategies for delegating effectively, maintaining firm culture through rigorous hiring, and seeking out mentorship regardless of how long you've been practicing. Listen to this episode for:How to leverage limited resources and temporary income streams to build a client base from scratch. Insights into defending providers long before appeals are filed. How fixed pricing creates income predictability, aligns attorney-client goals, and prevents bill shock. Implementing strict response timelines with your team and clients to build long-term trust. Practical guidance on establishing intentional calendar boundaries so your business serves your life instead of consuming it. To learn more about Jamaal Jones and his firm, visit Jones Health Law. Connect with Gary Miles:Use this free diagnostic tool to help you identify your specific time drains and move from reactive chaos to purposeful strategy. ⁠⁠⁠⁠⁠⁠⁠⁠https://upbeat-trailblazer-9238.kit.com/7c3c667ff1⁠⁠⁠⁠⁠⁠⁠ ⁠Learn more about Breaking Free (the book) and order your copy ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.garymiles.net/break-free⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠

"This is why insurance is such a beautiful problem... there is no solution. There are only psychological or philosophical answers to it."What if the rising cost of health insurance is a deeply ingrained philosophical problem?My guest this week is Tom Stein, CEO of American Trust Administrators (ATA). But this episode isn't just a tactical breakdown of stop-loss and aggregate underwriting; it is a masterclass in the history, psychology, and economics of the U.S. healthcare system.Tom and I explore the deeply embedded Machiavellian forces that drive insurance carrier monopolies, and why small business owners often choose the "safe" option of a 97% fully-insured renewal simply out of a psychological fear of loss. We trace the origins of employer-sponsored care back to Henry Kaiser and WWII, discuss the ethics of "compulsion vs. choice" in taxation and single-payer models, and analyze whether the U.S. is currently in a "Fourth Turning" crisis phase of our healthcare delivery system.This is one of the most fascinating conversations you will hear all year. Tune in.Thank you to our 2026 sponsors!ParetoHealth: ParetoHealth empowers midsize employers with a long-term solution to reduce volatility and lower overall health benefits costs. Visit https://www.paretohealth.com/fully-insured-vs-self-funding-with-paretohealth-spencer-podcast/?utm_source=youtube&utm_medium=referral&utm_campaign=SelfFundedwSpencer to learn more.Samaritan Fund: A program that connects those who need help to the support they need. We are proud to offer the Samaritan Fund Program. Visit SamaritanFundProgram.com to learn more.Vālenz Health: We're Vālenz Health, your partner in improving health literacy, reducing plan spend, and delivering high-value healthcare. Visit ValenzHealth.com to learn more.Imagine360: Imagine360 helps self-funded employers save on healthcare with smarter health plans. Cut expenses by 20-30% with custom solutions. Contact us today at Imagine360.com.Chapters:(00:00:00) Intro: The Philosophy of the Insurance Problem (00:01:35) The Illusion of Comfort: Why Employers Flee Responsibility (00:05:17) Breaking the System: When "Decent Men" Say Enough (00:08:05) The Psychology of Loss Aversion in Benefits Consulting (00:10:24) Are You a Serf or a Landlord? The Risk of Self-Funding (00:13:08) The "Marshmallow Test" and Delayed Gratification in Business (00:19:42) Tom's Background and the Origins of Level-Funding (00:23:39) Level-Funding a 5-Life Group: The Hard Way to Underwrite (00:30:56) The Fascinating History of U.S. Employer-Sponsored Healthcare (00:35:13) Machiavelli, Trust, and the "Brother Rule" of Business (00:41:09) Are We in the "Fourth Turning" of Healthcare? (00:45:54) How AI Will Bring Deeper Value to Client Relationships (00:49:40) Subsidizing Medicare: The Hidden Tax on Commercial Plans (00:53:35) Milton Friedman's Four Types of Money and the State (01:00:01) The Morality of Healthcare Bankruptcies (01:04:27) The Crisis of Meaning and "Earned Leisure" (01:08:23) Closing Thoughts: The Optimism of the Next GenerationKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/

"This is why insurance is such a beautiful problem... there is no solution. There are only psychological or philosophical answers to it."What if the rising cost of health insurance is a deeply ingrained philosophical problem?My guest this week is Tom Stein, CEO of American Trust Administrators (ATA). But this episode isn't just a tactical breakdown of stop-loss and aggregate underwriting; it is a masterclass in the history, psychology, and economics of the U.S. healthcare system.Tom and I explore the deeply embedded Machiavellian forces that drive insurance carrier monopolies, and why small business owners often choose the "safe" option of a 97% fully-insured renewal simply out of a psychological fear of loss. We trace the origins of employer-sponsored care back to Henry Kaiser and WWII, discuss the ethics of "compulsion vs. choice" in taxation and single-payer models, and analyze whether the U.S. is currently in a "Fourth Turning" crisis phase of our healthcare delivery system.This is one of the most fascinating conversations you will hear all year. Tune in.Thank you to our 2026 sponsors!ParetoHealth: ParetoHealth empowers midsize employers with a long-term solution to reduce volatility and lower overall health benefits costs. Visit https://www.paretohealth.com/fully-insured-vs-self-funding-with-paretohealth-spencer-podcast/?utm_source=youtube&utm_medium=referral&utm_campaign=SelfFundedwSpencer to learn more.Samaritan Fund: A program that connects those who need help to the support they need. We are proud to offer the Samaritan Fund Program. Visit SamaritanFundProgram.com to learn more.Vālenz Health: We're Vālenz Health, your partner in improving health literacy, reducing plan spend, and delivering high-value healthcare. Visit ValenzHealth.com to learn more.Imagine360: Imagine360 helps self-funded employers save on healthcare with smarter health plans. Cut expenses by 20-30% with custom solutions. Contact us today at Imagine360.com.Chapters:(00:00:00) Intro: The Philosophy of the Insurance Problem (00:01:35) The Illusion of Comfort: Why Employers Flee Responsibility (00:05:17) Breaking the System: When "Decent Men" Say Enough (00:08:05) The Psychology of Loss Aversion in Benefits Consulting (00:10:24) Are You a Serf or a Landlord? The Risk of Self-Funding (00:13:08) The "Marshmallow Test" and Delayed Gratification in Business (00:19:42) Tom's Background and the Origins of Level-Funding (00:23:39) Level-Funding a 5-Life Group: The Hard Way to Underwrite (00:30:56) The Fascinating History of U.S. Employer-Sponsored Healthcare (00:35:13) Machiavelli, Trust, and the "Brother Rule" of Business (00:41:09) Are We in the "Fourth Turning" of Healthcare? (00:45:54) How AI Will Bring Deeper Value to Client Relationships (00:49:40) Subsidizing Medicare: The Hidden Tax on Commercial Plans (00:53:35) Milton Friedman's Four Types of Money and the State (01:00:01) The Morality of Healthcare Bankruptcies (01:04:27) The Crisis of Meaning and "Earned Leisure" (01:08:23) Closing Thoughts: The Optimism of the Next GenerationKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/

Sponsors: ◦ Visit Buildertrend to schedule a demo ◦ Marvin Windows and Doors ◦ Sub-Zero Wolf Cove Showroom Phoenix ◦ CCS Registration Connect with Ben Tarwater:  ◦ https://www.instagram.com/bentarwater  ◦ https://www.bickimerhomes.com  Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube

Get in Touch! Send us a message.She's been your client for four months. You sat across from her twice, walked the job site together, talked through every detail — including the corner cabinet situation, which she brought up many times because it mattered to her. You understood why.Your business is growing. You've brought on a project manager. You hand her the file folder, do the thirty-minute overview, and she meets Mrs. Peterson on Tuesday.Wednesday morning, your phone rings."Does your new person know about the corner? I explained the whole thing again yesterday. I couldn't tell if she really got it. I don't want to keep repeating myself."Your PM knew there was a corner cabinet situation. She didn't know about the mother's kitchen with the lazy susan that collected dust for fifteen years. She didn't know the specific thing Mrs. Peterson wanted instead, or the way she said it that told you this wasn't a design preference. It was a twenty-year frustration finally getting fixed.What you handed your PM wasn't a relationship. It was a file folder. And file folders don't carry context.In this episode, we walk through the living project record — how to transfer a client relationship so your team walks in having heard the client, not just heard about her.What you'll hear:Why accumulated understanding doesn't transfer through summaries — and what doesHow thirty minutes of listening changes the first handoff meeting completelyWhat happens to institutional knowledge as your team grows — and how to stop losing itGet the AI Note-taking Guide → cabinetnotes.com

Sponsors: ◦ Visit Buildertrend to schedule a demo ◦ Marvin Windows and Doors ◦ Sub-Zero Wolf Cove Showroom Phoenix ◦ CCS Registration Connect with Denise Scott Weber: ◦ https://www.ds-winteriordesign.com Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube

Two friends confront retirement myths, entrepreneurial grit, and America's racial wounds—while examining real slave artifacts that spark raw honesty. Bill and Odell blend business wisdom, faith, and hard history to model how listening across divides builds true common ground. To learn more, please visit our website The Common Ground This podcast is produced by BG Podcast Network. Bill Goebell Social: Bill's Website Rev. Odell Cleveland Social: Odell's Website Odell's Instagram Odell’s Facebook Books available on Amazon Odell's Patreon Odell's X Chapters00:00 Introduction, Prayer, and Retirement Banter 04:47 Entrepreneurial Life: "We Only Eat What We Kill" 09:35 Business Development, Networking, and Rejiggering 12:01 Odell's Three-Legged Stool Consulting Model 16:48 Negotiation, Value, and Client Relationships 23:57 Slave Tags and the Hidden History of Enslaved Skills 31:06 Uncle Nearest, Jack Daniels, and Intellectual Property 35:53 Childhood Racism, Integration Struggles, and Finding Common Ground 40:33 Thomas Jefferson, Hypocrisy, and America's Original Sin 48:35 Slave Chains, Ghana Castles, and the Transatlantic Trade 53:24 Closing Reflections and PrayerSee omnystudio.com/listener for privacy information.

Carolyn Prante joins the REDX Podcast to share how she's built a successful real estate business over nearly 25 years by putting relationships ahead of transactions. As an associate broker serving the Greater Philadelphia market, Carolyn has grown her business primarily through referrals, past clients, consistent marketing, and a commitment to staying involved in her community. Rather than chasing the latest trends, she explains why genuine service, accountability, and long-term follow-up continue to outperform short-term tactics.In this episode, Carolyn reflects on navigating the challenges following the 2008 housing crash, the role coaching has played throughout her career, and how she combines traditional marketing with modern technology to stay top of mind. She discusses how she uses REDX data alongside postcards, handwritten letters, text messaging, and social media to consistently generate opportunities while maintaining meaningful relationships with clients. Carolyn also shares why prospecting isn't just about making phone calls; it's about having the right information, following a proven system, and showing up consistently year after year. Whether you're a new agent building momentum or an experienced professional looking to create a more sustainable business, this episode is packed with practical strategies you can implement immediately.Here's what you will discover in this episode…• Why putting people before paychecks creates long-term success• How Carolyn built a referral-based business through consistent relationship building• The lessons she learned from selling real estate during the housing market crash• Why coaching has been one of the biggest drivers of her long-term growth• How to combine postcards, handwritten letters, texting, and social media into one follow-up system• Why REDX data helps agents stay ahead of the market with better prospecting information• How consistency, not motivation, is the key to sustainable business growth• Why staying visible with past clients is more important than constantly chasing new leads• How technology can strengthen relationships instead of replacing agents• Why successful prospecting starts with having a plan and sticking to itJUMP TO THESE TOPICS00:00 –

Send us Fan MailClayton Mouney joins Joey Pinz for a powerful conversation on leadership, accountability, entrepreneurship, and where the MSP industry is heading next.

See what the team at The Successful Bookkeeper has on right now → Teresa Gregory has spent her career helping leaders find the hidden patterns that quietly shape every decision they make. In this conversation with host Michael Palmer, she turns that lens directly on bookkeeping professionals — the people who sit in a unique seat of trust with their clients every single day. Whether you manage a team, serve a full client roster, or are building your firm on your own, the mindset habits Teresa shares here apply immediately. Chapters [00:00] Introduction and Teresa's Background [03:13] Hidden Bias and First Impressions [07:00] Bias as a Biological Response [11:00] Working With Difficult Clients [14:30] The PAUSE Method Explained [19:00] Active Listening vs. Reloading [23:00] Strategic Client Check-Ins [27:00] Why Every Bookkeeper Needs a Coach [31:30] Positioning Yourself as an ROI Expert [35:30] Teresa's Resources and Wrap-Up Hidden Bias Is Running in the Background Every interaction you walk into carries invisible baggage. Teresa calls it the fight-or-flight response — a biological pattern your brain uses to assess safety and make quick judgments. The problem isn't that it exists; the problem is when you let a past experience cloud what's happening right now. "I'm reinforcing every time I have this engagement with them without identifying it and without saying, 'hey, this is what's going on,'" she explains. The first step is simply naming the bias before you walk into a meeting, a call, or a difficult conversation. The PAUSE Method for Breaking the Pattern Teresa teaches a five-step framework — Pause, Awareness, Unwind, Strategic, Effectiveness — that gives leaders a repeatable way to interrupt bias before it takes over. Pause and name what you're carrying. Build awareness of when it tends to show up. Unwind the reinforced pattern. Be strategic about what you'll do differently. Then evaluate honestly: did it work? "You have to identify it and say, 'this is what's causing me to do this,' and then look at how do I overcome it?" The method works whether you're prepping for a tense client review or walking into a room full of people you're slightly in awe of. Active Listening vs. Reloading Most people think they're listening. Teresa says they're reloading — nodding, making eye contact, and waiting for their turn to talk. Active listening looks different: you take in what the client actually said, reframe it back in your own words, and confirm you got it right. "What I heard you saying is…" followed by "Did I get that right?" This one shift builds more trust than almost anything else you can do. For bookkeepers — who already have deep, consistent access to business owners — it's a fast path to becoming a true strategic partner rather than a transactional vendor. Know What Your Client Actually Cares About Teresa is direct: you should have a running list of each client's core values and priorities. "If I cannot say to Michael, your number one important thing is ROI or bottom line or taxes, I need to be able to identify that. You should have a running list of what are the things that are important to that client so you can speak to those — and then any solution that you're proposing or any conversation you're having ties right back to it." Schedule intentional check-ins — monthly if possible, quarterly at minimum — to ask what has changed. Businesses change. Lives change. If you're not asking, you're missing it. Reposition Yourself as an ROI Expert One of the most practical moments in this episode is Teresa's challenge to bookkeepers to rethink how they introduce themselves. "If you were to tell me, 'I offer business owners a strategic advantage because I help them understand ROI' — now I'm like, whoa, I need that." Her own sister, a bookkeeper, spent six months practicing a new way of describing her work at local chamber events. The result: new clients in industries she'd never considered. You track every dollar that moves through a business. That is, by definition, the work of an ROI expert. Lead with that. Links mentioned Squared Success website: squaredsuccess.com Teresa Gregory on LinkedIn: search "Teresa L. Gregory" PureBookkeeping: purebookkeeping.com The Successful Bookkeeper: thesuccessfulbookkeeper.com About the guest Teresa Gregory is the founder of Squared Success, a leadership strategy and coaching firm. She began her career in training and development inside corporate organizations — including supporting the finance team at Microsoft — before transitioning into executive coaching for business owners. Her work focuses on helping leaders uncover hidden mindset barriers, break bias patterns, and build the intentional habits that drive real results. Teresa is also a speaker and, notably, coaches her own bookkeeper sister to help her grow her firm. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.

Great sales conversations start with understanding people.In this episode, Ace shares the three questions he uses to uncover a client's emotional goals, pain points, and pleasure points. These questions help create stronger relationships, better conversations, and a deeper understanding of what truly motivates someone to take action.You'll learn how to ask better questions, identify what matters most to your clients, and create more meaningful interactions that lead to long-term success in sales.Want the exact 3 questions Ace uses? Download the free PDF and keep it next to your desk for every client conversation. Download here: https://acezacademy.com/three-magic-questions/Support the show⚡READY TO BUILD A REAL CAREER IN SALES, MORTGAGES, OR LEADERSHIP?Apply here and choose your track. Already happy with your career? Grab the standalone products and trainings anytime inside the shop.

What happens when loan officers step away from their desks and spend a day sharpening their craft?In this episode, Ace sits down with members of the Takers Brokerage team who traveled to the office for hands-on training. The conversation covers relationship-building, lead management, emotional intelligence, client communication, and the daily habits that help mortgage professionals grow their business.You'll hear firsthand insights from team members about the value of in-person coaching, structured systems, and learning how to create meaningful client experiences that lead to stronger relationships and more opportunities.Whether you're a mortgage broker, loan officer, or sales professional looking to elevate your skills, this conversation offers practical takeaways you can apply immediately.Support the show⚡READY TO BUILD A REAL CAREER IN SALES, MORTGAGES, OR LEADERSHIP?Apply here and choose your track. Already happy with your career? Grab the standalone products and trainings anytime inside the shop.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

In this engaging interview, Rob Commodari shares his 25-year journey in real estate, emphasizing the importance of relationship-building, discipline, resilience, and gratitude. Discover how his mindset and strategies can inspire your own success in real estate and beyond.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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

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

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

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

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

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

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

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

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

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