Podcasts about client relationships

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

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

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

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

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

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

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

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

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

Stuart Borthwick | Doing the right thing: Customer care, community and forging real client relationshipsIn this episode of Just Covered, we meet Stuart Borthwick from Dartmoor Financial LLP – an adviser working in mortgage, equity release and estate planning for over 20 years, and specialist in later life lending. Working for a family-run, independent firm operating on the edge of Dartmoor, Stuart has a unique story. But what comes across most during our 45-minute chat is his genuine passion and enjoyment for his work. He puts proud emphasis on integrity, people-first advice, community and building real long-term connections with clients. It's a heart-warming, yet insightful discussion.This episode also covers:· Rethinking client vulnerability, Consumer Duty and avoiding longstanding assumptions about what makes clients vulnerable.· Community networking and the importance of building a community of financial support that can enhance your offering to clients. · Knowledge sharing and moving beyond the traditional client-adviser relationship to build meaningful and lasting connections with customers. 

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

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

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

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

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

In this engaging conversation, Stephen Schmidt interviews Dionne Randle, a seasoned real estate broker with over 23 years of experience. Dionne shares her journey from working as an administrative assistant at a CPA firm to becoming a successful broker in Texas. She discusses her passion for real estate, the importance of providing excellent service to clients, and her investment strategies focusing on land. The conversation also delves into the significance of building strong relationships in the industry and the lessons learned from her mentors. Dionne emphasizes the need for patience, due diligence, and having an exit strategy in real estate investments.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Real Estate Pros Podcast, host Michael Stansbury interviews Rob Trigg, COO of King James Lending. Rob shares his journey from a 21-year military career to becoming a successful real estate investor and lender. He discusses the importance of building relationships with clients, the innovative lending solutions offered by King James, and the transformative impact of mentorship in real estate. The conversation also touches on the significance of learning from failures and the broader economic implications of real estate investment. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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

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

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

EP 394 - This week Andy meets Bernard Savage who leads professional services business development consultancy - size ten and half boots.We have a wide running chat about how AI means that now, more than ever, professional services firms need to embrace sales. Luckily it's also going to free up their time to do it.I'm not sure he persuaded Andy that sales wasn't a dirty word. But we definitely buy into his rallying call that if you just do the same things as everyone else, then, well you are not going to stand out and your business will die.Straight talking advice indeed.*For Apple Podcast chapters, access them from the menu in the bottom right corner of your player*Spotify Video Chapters:00:00 BWB with Bernard Savage01:19 Andy's Views on Bernard04:02 Quickfrie - Get to Know Bernard06:33 The Reality of Professional Services12:45 Networking and Business Development21:17 Client Relationships and Commerciality25:15 Evolving Business Development Strategies25:53 Impact of AI on Professional Services26:24 The Dominance of London in Professional Services27:41 The Importance of Client Relationships30:28 The Role of LinkedIn in Professional Networking33:06 Regional Differences in Professional Services35:33 Northern England: Challenges and Opportunities48:38 Balancing Authenticity and Professionalism51:24 Wrap Upbusinesswithoutbullshit.meWatch and subscribe to us on YouTubeFollow us:InstagramTikTokLinkedinTwitterFacebookIf you'd like to be on the show, get in contact - mail@businesswithoutbullshit.meBWB is powered by Oury Clark

In this episode, Stephen Schmidt interviews Kevin Gardner, a seasoned expert in multifamily real estate and technology. Kevin shares his journey from selling cable door-to-door to becoming a vice president at Comcast, and eventually starting his own company focused on helping multifamily property owners maximize their revenue through strategic agreements with service providers. The conversation delves into the importance of understanding different contract types, the value of education in the market, and the significance of building long-term relationships with clients. Kevin emphasizes the need for tailored solutions based on individual property goals and discusses the growth trajectory of his business, highlighting the importance of adaptability in a changing market. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Sponsors:• ◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account• ◦ Marvin Windows and Doors• ◦ Sub-Zero Wolf Cove Showroom PhoenixConnect with Kate O'Hara:https://oharainteriors.comConnect with Brad Leavitt:Website | Instagram | Facebook | Houzz | Pinterest | YouTube

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

Join host Bryan Greene for a lively journey into the craft of interior design at Corgan. Nicole Cain and Abby Valliere trace their paths from early inspirations to firm leadership, revealing how clear client visioning, “this or that” kick-off drills, and clever cost-versus-wow decisions turn blank plans into spaces people love.  They unpack the realities of ground-up work and adaptive reuse, share a fast-track delivery playbook that keeps schedules intact and teams healthy, and swap tips for avoiding ceiling “acne,” marrying finishes with lead-time realities, and weaving hospitality vibes and bold palettes into modern workplaces.  Favorite tools like Revit, Procreate, notebooks, and hands-on site walks come to life in success stories from tech headquarters to Park Place and Wells Fargo, all underscoring why collaboration beats silos every time. 00:00 Introduction and Guest Introduction 00:32 Nicole's Journey into Interiors 01:31 Abby's Role and Passion for On-Site Work 03:02 Client Relationships and Initial Meetings 05:16 Balancing Client Expectations and Design Integrity 10:12 Challenges in Adaptive Reuse vs. Ground-Up Projects 12:34 Collaboration with Engineers and Contractors 15:20 Managing Ceiling Design and Expectations 18:40 Material Selection Criteria 19:18 Fast-Tracking Projects: Key Considerations 19:38 Making Budget-Friendly Design Choices 20:45 Effective Collaboration and Team Management 22:48 Defining Success in Design Projects 24:53 Leveraging Technology in Design 30:42 Industry Trends and Personal Insights 33:58 Favorite Projects and Final Thoughts Visit: https://www.Corgan.com/  Also connect with us on: Instagram: https://www.instagram.com/CorganInc/  Facebook: https://www.facebook.com/CorganInc/  Twitter: https://twitter.com/CorganInc  LinkedIn: https://www.linkedin.com/company/corgan  Video Produced by: Corgan Have Questions? We'd love to hear from you.  Email: communications@corgan.com

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

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

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

SummaryIn this episode, Mo Arbas and Paul Miller discuss the recent Partner Summit and the evolving landscape of advisory services in the accounting industry. They reflect on the challenges firms face, including pricing strategies, client relationships, and the impact of AI. The conversation emphasizes the importance of understanding client perspectives and the need for firms to adapt to changing market conditions while maintaining strong relationships with clients.TakeawaysAI is becoming a crucial part of advisory services.Firms are facing challenges with pricing and client expectations.Building confidence in pricing changes is essential for firms.Legacy clients can be difficult to transition away from.Communication with clients about changes is vital.Customization in services can lead to unsustainable practices.The accounting industry must evolve to remain competitive.Understanding client perspectives can improve relationships.Firms need to balance legacy clients with new business models.Sustainability in business practices is a growing concern.Keywords: partner summit, advisory services, client relationships, legacy clients, business sustainability, change management, AI in accounting, pricing strategies, firm evolution, client communication

In this conversation, Rebecca Sekulich shares her unique approach to real estate, focusing on how she helps clients maximize their home value with minimal investment. She discusses her journey from a potential law career to becoming a successful real estate agent in Los Angeles, emphasizing her commitment to client relationships and innovative solutions in the property market. In this conversation, Rebecca Sekulich shares her transformative experiences in real estate, highlighting her innovative financing solutions and the emotional impact of her work on clients. She discusses her unique approach to client engagement, the importance of referrals, and her strategic partnerships that drive her business. The conversation emphasizes the significance of guaranteed results and the life-changing outcomes for her clients, showcasing her commitment to their success.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Your business is growing—but is your personal wealth strategy keeping up?In this episode, I sit down with Mark Cecchini, a wealth advisor who works with high-growth founders, to break down what it really means to build a personal capital stack.

In this episode, we dive deep into the power of managing client expectations through clear communication. From the importance of setting up follow-up meetings with Google calendar invites to the art of leading prospects through the buying process, we share essential tools and strategies that real estate agents need to close deals. We discuss how being proactive with buyers and helping them make informed decisions leads to successful transactions, and why you should always lead clients with trust, clarity, and transparency.What you'll learn on this episodeSetting up Google Calendar invites is a simple yet powerful way to guide your clients through the sales process.Managing client expectations early on helps to avoid surprises and ensures smoother transactions.By having the right conversations upfront, you set yourself and your clients up for success.Being open and transparent builds trust with clients and increases the likelihood of closing deals.Clear communication about the next steps ensures the client is always on the same page.The script for introducing a lender can shift control in your favor, encouraging clients to engage with trusted partners.Being proactive and addressing potential issues before they arise is a key component of successful real estate transactions.Leadership in sales is about guiding clients and helping them achieve their goals, not just being right.In real estate, you get paid to facilitate, not to be right. Empathy and persuasion are key to success.Taking ultimate responsibility for your client's experience ensures a positive outcome, even when things don't go as planned.If you want to stop chasing clients and start guiding them with clarity, trust, and confidence—this episode is your roadmap.Teach to Sell is the foundation of this approach. It shows you how to lead buyers and sellers through a structured, trust-based process that gets results—without pressure or guesswork. With the right conversations, tools, and mindset, you'll not only close more deals, but do it with less stress and more alignment.Preorder Teach to Sell today and start mastering the kind of leadership that creates No Broke Months.https://www.nobrokemonths.com/teach-to-sell-preorderResources mentioned in this episodeGoogle Calendar: A simple tool to set up and send calendar invites, helping both you and your clients stay on track.Teach To Sell: The methodology discussed in this episode is all about helping others get what they want while achieving your own goals.80/20 Buyer Consultation Process – The framework for converting more leads into contracts. To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

Welcome to the ENT!Join this conversation with financial advisor, Chad Harmon, partner with A&I Wealth Management. Learn about what it takes to be successful in business, a few personal stories, and a great introduction to a key person in the A&I team. Learn about the culture here, and how the firm we attract talented young talent. What are the key values that determine the goals? How can our listeners deliver this in their own firms? Future workforce, learn about what we see in the future for the industry, the profession, the markets and more. Finally, what is the big financial mistake and how can we avoid it?——As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today's guest. And please share this podcast with anyone who you think might find it interesting.As always, it is good to have an expert on your side.— Our guest:Chad HarmonPartner, A&I Wealth Management(303) 690.5070chad@assetsandincome.com Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.com Karl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.com Webcasts, Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios. A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

  Book an RRI Info Call https://calendly.com/rri-coaching/coaching-information-call Connect with Richard on Instagram https://www.instagram.com/richardlrobbins Connect with Jaimie on Instagram https://www.instagram.com/jaimiesrobbins/ Wondering where the Canadian real estate market is headed? In this episode, Richard Robbins breaks down the latest CREA housing market stats for May 2025. Sales rose 3.6% month-over-month, yet remain 4.3% lower than last year. Average home prices are also down 1.8% year-over-year, raising important questions for buyers, sellers, and real estate professionals.

Send us a textIn this episode, Danny and Joe Wolf, Head of Paid Social at Optidge, explore how to troubleshoot struggling paid campaigns, why communication is more important than ever, and what it takes to be the kind of agency clients trust again—after they've been burned. With deep experience across paid platforms and a keen sense for client relationships, Joe and the team don't just run ads—they build partnerships that last. From tactical frameworks like Optidge's 5-Point Check to real-life stories of client rescue missions, this episode is packed with practical insight and refreshingly honest advice.An Optidge "Office Hours" EpisodeOur Office Hours episodes are your go-to for details, how-to's, and advice on specific marketing topics. Join our fellow Optidge team members, and sometimes even 1:1 teachings from Danny himself, in these shorter, marketing-focused episodes every few weeks. Get ready to get marketing!Episode Highlights:Learn the Optidge 5-Point Paid Social Check and how it helps spot (and solve) campaign failure fast.Joe shares why upfront honesty with clients wins more trust than fluffy promises ever will.Hear real examples of recovering strained client relationships through transparency and strategy.Discover how UGC, offer testing, and full-funnel tracking power Optidge's high-performing Meta ads.Find out how Optidge's pod model blends expertise, mentorship, and client care into every campaign.Episode Links: 

Taking a break shouldn't feel awkward – but we know it sometimes can feel that way when you let your clients know you won't be around. From enforcing your boundaries around availability, to whether you need to reduce your invoice, to what you need in your crisis management document, we're covering it all in today's episode. Summer is coming, and if you want to relax in peace, this is the episode you need to listen to!In this episode, we're chatting about:What you need to have organised before telling your clients about your breakWhether we think you should reduce your invoice when you're on holiday (have a guess

As a business owner, it's totally normal to feel frustrated with client interactions... Next time you get a negative comment, refund request or unpleasant sales call, try this powerful technique for reframing negative thoughts and stories we tell ourselves. By shifting your mindset, you can lower stress, feel more fulfillment by your business and client relationships... and ideally have a laugh instead of an existential spiral.Get Strategic Stories: The 5 Day Instagram Challenge!➡️ https://magicmarketingmachine.com/strategic-storiestakeawaysThe stories we tell ourselves can significantly impact our emotions.Reframing negative thoughts can lead to a more positive outlook and a better business owner mindset.It's normal to feel frustrated with client interactions; how you respond matters most.Engagement on social media can fluctuate; it's important to not take it personally.A tip for your planning your next promotion on social mediaRefund requests are a natural part of scaling a business, and a reframe so you don't get so upset about them.Creating content is easier when we remove the pressure of perfection.We often make assumptions about others' actions without knowing their circumstances.Finding humour in frustrating situations helps alleviate stress.✨Tap here to watch a FREE masterclass on “How To Get Clients From Instagram (without wasting hours glued to your phone)" https://parkdale-republic.lpages.co/evergreen-webinar-registration/ Tap here to get your free Posts That Sell Template (This caption got us 10 sales calls in 3 hours) https://parkdale-republic.lpages.co/10-sales-calls-new

Today on “The Building Code,” Charley is joined by returning co-host, Carly Ward, partnerships manager here at Buildertrend. They're sitting down with Katlyn Slocum, creative director at Katlyn Slocum Design, a web design agency that builds strategy-driven websites for home builders and contractors. Listen to the full episode to hear how builders can turn their websites into powerful tools for streamlining communication and boosting client satisfaction from the very start.   Learn more about Katlyn Slocum Design: https://www.katlynslocumdesign.com/   Get Katlyn's free guide “10 Things Every Home Builder Website Needs”: https://www.katlynslocumdesign.com/freebies   Follow Katlyn on her social channels:   Instagram: https://www.instagram.com/katlynslocumdesign/ Facebook: https://www.facebook.com/katlynslocumdesign/ LinkedIn: https://www.linkedin.com/in/katlynslocum/     Read the shownotes for this episode here: (add page link here)   Join “The Building Code” Facebook group: https://www.facebook.com/groups/thebuildingcodecrew/   FACEBOOK: https://www.facebook.com/buildertrend/ INSTAGRAM: https://www.instagram.com/buildertrend/  TWITTER: https://twitter.com/Buildertrend/ YOUTUBE:  / @buildertrend LINKEDIN: https://www.linkedin.com/company/buildertrend #Buildertrend #BuiltWithBuildertrend #ConstructionSoftware #BreakthroughAcademy

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

Are you feeling the impact of a trust recession in your business? Referrals are the antidote to a trust recession. Over 80% of people prefer to make buying decisions based on recommendations from someone they trust. In business, trust is the real currency, and relationships are the economic driver. Tune in to discover how to nurture your referral sources to ensure you're the one getting referred. Let's get your referral strategy locked in! Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/364

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

Lucas Sherraden hosts Elizabeth Olcott on the Built How podcast, where they dive into transforming a real estate career into a luxury brand. Elizabeth shares her journey from corporate America to becoming a Napa Valley icon in real estate. She discusses the importance of attention to detail, knowing contracts thoroughly, and the pivotal year with Ben Kinney that reshaped her business perspective. Elizabeth also emphasizes treating all clients with top-tier service and maintaining a balanced approach to the demanding world of real estate. Tune in for insights on elevating your real estate career. Connect with Elizabeth at https://www.eoanda.com/ ---------- Visit www.builthow.com to sign up for our next live or virtual event. Part of the Win Make Give Podcast Network

Ready to take your executive search firm to the next level? In this can't-miss Industry Spotlight episode, host Kortney Harmon sits down with powerhouse Brent Orsuga—founder of Pinnacle Growth Advisors—to unpack the bold strategies and mindsets driving exceptional results in executive search.Key takeaways for executive search leaders:- From Recruiter to Trusted Advisor: Brent breaks down the difference between being an "influencer" and a true person of influence, sharing how to create real marketplace value and foster deeper client trust.- High-Performing Team Dynamics: Learn Brent's approach to metrics, accountability, and building teams that consistently deliver quality over quantity—moving beyond outdated call times to results-driven presentations.- Bullseye Hiring in 2025: Discover how elite firms are helping clients "upgrade" their talent rosters, and why being a specialist (not a generalist) is critical in today's market.- The Power of Pipeline Control: Brent reveals why having more top-caliber candidates than you think you need—and detaching from individual outcomes—leads to long-term, sustainable success.Is your brand positioning you as a partner or just another vendor? Are you relying on AI as a shortcut—or mastering the human elements tech can never replace?Listen now to get actionable insights and rethink what it takes to win big in executive search!_________________Follow Brent on LinkedIn: LinkedIn | Brent OrsugaWant to learn more about Crelate? Book a demo hereFollow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

Did you know 87% of people say they'll return to a business that gives them a personalized experience? The truth is, your services might get clients in the door, but your relationships are what keep them coming back. Join us as we dive into the power of client relationships, why they're your biggest asset for long-term success, and how to turn every interaction into an opportunity for trust, loyalty, and future revenue. If you're ready to stop chasing new leads and start building a business that clients rave about—this one's for you.The Unbreakable Business podcast is powered by HoneyBook, the all-in-one platform for anyone with clients. Book clients, manage projects, get paid faster, and have business flow your way with HoneyBook. Use the code PODCAST to get 20% off your first year as a new member.Important sections of the conversation[1:03] What is client relationship management[2:10] Why building relationships pays off[2:36] Communication strategies that build trust[3:44] Work harder, not smarterConnect with the hostWebsite: podcast.honeybook.comIG: instagram.com/honeybookIG: instagram.com/akuakonadu_ Hosted on Acast. See acast.com/privacy for more information.

Join me as I chat with David Dedman, a seasoned financial planner with over 32 years of experience. Discover how David transformed his referral strategy from sporadic to sustainable by adopting a repeatable process. We explore the challenges he encountered during his first year in the Building a Referable Business coaching program. David shares his experience of the "grindingly slow" start and how his dedication to the process led to a remarkable breakthrough in his second year. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/363

Tired of chasing leads that go nowhere? Ryan Young, CEO of Fello and a top-producing team leader, delivers a no-nonsense blueprint for real estate domination.   Discover his "eat your own dog food" approach to business, the shocking truth about your CRM's hidden potential, and the exact steps to build a powerhouse team right now. Learn the crucial difference between a good database and a goldmine of future business.   Stop wasting money on cold leads and start mining the gold you already own!   Follow this link for the Jeff Turner post mentioned in the show.   Connect with Ryan on - LinkedIn.   Learn more about Fello on - Facebook - LinkedIn - Instagram and online at fello.ai.   You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/   Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube - Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com.   Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/  

In this conversation, John Harcar interviews Omid Tebyani, who shares his journey from a 20-year career in construction to becoming a successful real estate agent. They discuss the challenges of transitioning to real estate, the importance of accountability, and the recent changes in compensation laws affecting buyers and sellers. Omid emphasizes the significance of client relationships and integrity in the real estate business, while also addressing the industry's adaptation to new regulations. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Are you losing potential owner leads after the first call? Discover the crucial mistakes property managers make when speaking with potential owner-clients and learn how to transform those conversations into lasting partnerships. Jen Merritt of RentScale joins us to reveal the art and science including specific language cues that build connection, and the follow-up strategies that truly resonate.   Feel the frustration of missed opportunities? Jen shares powerful insights on avoiding the dreaded "show up and throw up" approach and instead, creating genuine rapport. Learn how to earn a prospect's trust and address their specific pain points, turning initial inquiries into committed clients.   Plus, hear an unbelievable story of Jen's extreme dedication to winning over a key owner-client. This episode is packed with actionable advice to help you stop leaving money on the table and start converting more owner leads with authenticity and impact.  RentScale - Helping property management companies grow faster and smarter by mastering the new owner-client acquisition process.   Lead Simple - manage more doors with less stress using LeadSimple   Property Manager Websites - the highest performing property management website in the industry   Rentvine - the property management software you can trust   NARPM Orlando Event: Register here   PMbuild - Marc's education for property managers   Join Marc's new property management Facebook group This podcast is produced by Two Brothers Creative.

SummaryIn this conversation, Mo Arbas and Paul Miller discuss the evolving landscape of advisory services in the accounting and tax industry. They reflect on their recent experiences at a conference, the importance of understanding what advisory truly means, and the challenges firms face in delivering value to clients. The discussion highlights the need for structured advisory services, the role of technology, and the importance of client relationships. They also touch on the future of advisory services and the necessity for firms to adapt to changing client expectations.TakeawaysAdvisory services are becoming increasingly important in the accounting industry.There is a need for clarity in what advisory services entail.Firms must evolve their client relationships to provide more value.Technology plays a crucial role in enhancing advisory services.Clients are looking for proactive solutions rather than reactive ones.Understanding client needs is essential for delivering effective advisory services.The advisory landscape is broad and requires firms to define their niche.Private equity is recognizing the potential in the advisory space.Firms should focus on structured processes for delivering advisory services.The future of advisory will involve more collaboration and integration of services.Keywords: advisory services, client relationships, tax advisory, accounting, technology, client expectations, business transformation, private equity, consulting, financial planning

In this episode, I dive into the crucial topic of building trust online, especially in the digital marketing landscape. You've probably heard about the phrase 'know, like, and trust,' but I believe there's a missing piece in this equation. I argue that trust is not just a byproduct of likability; it also hinges on reliability. Trust is formed through the relationship plus the consistency of behavior that demonstrates a commitment. Through real-world examples and expert insights, I discuss how being reliable—such as consistently answering DMs or providing valuable content—can dramatically enhance trustworthiness. Plus, I share tips on how to analyze and improve your current strategies to build a more robust trust framework with your audience. Tune in to this episode and learn how to create a business that earns and retains the trust of your clients.   What You'll hear in this episode: [00:45] Understanding Know, Like, and Trust [01:50] The Equation of Trust: Relationship + Reliability [03:05] Building Trust Through Consistency [03:50] The Importance of Responsiveness [04:25] Trust in Client Relationships [06:40] Consistency and Commitment in Business   If you like this episode, check out: The Key to Building Authentic Relationships and Network with Cassandra Thompson What Drives You Beyond the Numbers? Boosting Business with Better Client Care   Want to learn more so you can earn more?  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.