Podcasts about client retention

Anthony Djon, leader of a 100-agent "team bridge" doing $50 million a month in volume, provides a masterclass on top-of-funnel lead conversion. He details his military-style team structure, which uses "Team Captains" and strict "floor time" to maximize speed-to-lead. He shares his full tech stack, including Shiloh and Fellow, and confesses his biggest mistake: neglecting client retention. Anthony's core advice is to stop rushing and perfect a relentless, consistent follow-up system.   Connect with Anthony on LinkedIn.   Learn more about his company on LinkedIn - Instagram - Facebook or online at anthonydjon.com.   Subscribe to Real Estate Insiders Unfiltered on YouTube! https://www.youtube.com/@RealEstateInsidersUnfiltered?sub_confirmation=1   To learn more about becoming a sponsor of the show send us an email: jessica@inman.com 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/  

Most accounting firms are dramatically underpricing their services, but the fear of losing clients keeps them stuck. Marie Greene and Ryan Embry join Blake for a live conversation in LA about spotting underpricing, having the repricing conversation, and why your worst clients are often the most price-insensitive. Plus, a live role-play demonstration of how to navigate a difficult pricing conversation.ChaptersSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Ryan EmbreeLinkedIn: https://www.linkedin.com/in/ryan-embree-9463b286/Learn more about Ignitionhttp://ignitionapp.comMarie Greene, CPALinkedIn: https://www.linkedin.com/in/mariegreene/Learn more about Connected Accountinghttp://connectedaccounting.coConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

How did a commercial banker who lived just six blocks away from his future employer end up transforming a small investment firm from breaking even to nearly doubling its business in four years? Brad Wheeler, President of Shaker Investments, shares his journey from commercial banking to leading a growing investment firm. With over 25 years in financial services, Brad has grown Shaker from seven employees and breaking even to eleven employees while nearly doubling the business in four years. He discusses the challenges of scaling a business, the importance of client retention over acquisition, and practical strategies for business development and client communication. 5 Key Takeaways➤ Client retention is more valuable than acquisition because the hardest client to get is the one you lost. ➤ Balance sheet analysis reveals business blind spots that profit and loss statements miss. ➤ Strategic pivoting requires honest self-assessment and letting go of ego when strategies aren't working. ➤ Communication frequency must match individual client preferences to prevent attrition. ➤ Transparency during both market wins and losses builds stronger client relationships. Quote by Brad: "When we make a mistake, that's when you got to get on the phone, and it's when you can talk to people. And I would say most people, when you do that, they're unbelievable. They're understanding and they respect the fact that you picked up the phone and made that call."Connect with BradWebsite: https://www.shakerinvest.com/Email: brad@shaker-invest.com Learn more about your ad choices. Visit megaphone.fm/adchoices

AI can generate workouts, write macros, and even answer client questions but there's one advantage it will never be able to steal from you: human-first service.In this solo episode of Fitness Business Insights with Matt Robinson, I break down the core service edge that sets great coaches apart, and how to use it to out-serve competitors and stand out in a crowded market.What You'll Learn✅ Why “basics beat brilliant” when it comes to client service✅ The role of responsiveness and clear communication in retention✅ A four-stage breakdown: awareness, enquiry, onboarding, client experience✅ The small human touches AI can't copy — and why they drive referrals✅ A practical challenge to spot and fix low standards in your own business

If your business feels stagnant or if you know you're ready to deepen the way you serve your clients... this episode is for you. Krystal shares the story of how Human Design transformed not just her business, but the results her clients were able to achieve. What started as a personal experiment quickly became the foundation of her entire body of work, and in this episode, she shows you exactly how you can start weaving Human Design into your work today, no certification required. Whether you're a coach, healer, consultant, or creative entrepreneur, you'll walk away with practical, actionable ways to: Revamp your onboarding process to see clients more clearly from day one Tailor your sales conversations and communication style to their type and authority Turn Human Design insights into structure, support, and customization inside your containers and courses Plus, Krystal shares why personalized, deeply human experiences are the new non-negotiable in a world flooded with AI and cookie-cutter strategies, and how understanding your clients' design gives you a competitive edge no algorithm can replicate. Key Takeaways How Krystal discovered Human Design and immediately began applying it with clients, even before she felt “ready.” Why knowing a client's type, authority, and centers radically shortens the time it takes to build trust and create results. Real-world examples of how different designs respond to coaching, structure, accountability, and decision-making. How to customize your onboarding, communication, and curriculum so clients feel deeply seen and supported. Why personalization is the future of coaching, healing, and transformation work, and how Human Design is the key. Timestamps 0:00 – Fall updates, pregnancy reflections, and Manifestor urges 4:30 – How Krystal discovered Human Design and started using it with clients 8:45 – Why the Undefined Heart Center changed how she coaches motivation 12:20 – Tailoring the client experience through design 15:10 – The vision behind Embodied by Design® 20:27 – Action Step #1: Rethink your onboarding 24:24 – Action Step #2: Upgrade your communication style 28:29 – Action Step #3: Turn insights into structure 31:55 – Moving beyond information: applying Human Design in real client work 35:00 – The power of personalization in the age of AI Free Resource Grab your free copy of The Human Design Advantage: A Practical Guide to Elevating Your Client Experience & Results: available exclusively when you join the waitlist for Embodied by Design®, my signature Human Design certification program. Join the EBD Waitlist + Get the Guide Stay Connected Instagram – @krystalewoods Youtube – Watch here Get on the waitlist – Join EBD here

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Most agency owners stumble into their first business almost by accident, learning as they go. But have you ever considered buying your first agency as a way to enter the industry with a head start? The right acquisition can give you an established team eager to keep growing, a base of engaged clients, and strong positioning in the market. Today's featured guest took this path and is now the proud owner of a thriving agency. He always knew he wanted to run his own business, and when it came time to choose an industry, the agency model was the perfect fit for his love of project management and tech. He shares how he chose and purchased his agency, why he was fortunate to instantly click with the previous owner, the kind of deal structure he recommends for these situations, and the lessons he's learned along the way. Zander Barth is the Director of Colophon New Media, a website development and digital marketing agency in Charleston, South Carolina. He isn't your typical agency owner since he didn't start his agency from scratch. Before that, he was managing boiler houses and wastewater plants as a chemical engineer. His path went from factory floors and Tesla consulting gigs to agency owner. In this episode, we'll discuss: Why buy instead of build an agency from scratch? Retaining clients and culture in an ownership transition. Acquisition deal structure: earnouts, financings, and gotchas. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Buy vs Build: Why Acquistion Wins Most agency stories start the same way: someone freelances, gets referrals, and suddenly they're running an agency. Not Zander. Having always wanted to work for himself, he was set on finding a business to acquire after realizing he didn't want to stay in the corporate grind. Instead of an MBA, he gave himself what he calls a “redneck MBA”—a crash course in QuickBooks, masterclasses, and every free course he could get his hands on. His search started broad. He looked at electrical contractors, engineering firms, and everything in between. But when a broker introduced him to Colophon New Media, something clicked. The agency world lined up with his love for project management, customer communication, and tech. He hit it off with the founder, who was ready to retire, and within four months, Zander was under a Letter of Intent (LOI). The Transition: Keeping Clients and Culture Intact One of the biggest risks in buying an agency is losing clients or losing the team. But Zander got lucky. The founder stayed on for six months to ease the transition, the team had incredible tenure (average of 8–10 years), and clients stuck around. Instead of turnover chaos, he stepped into a culture that was already strong. What he focused on was core values. He knew the agency's success was built on the team's shared beliefs and long-term commitment. His goal: protect that culture while adding new faces who align with it. Processes and systems matter, but at the end of the day, it's the people and values that keep clients around. The Deal: No Earnout, Straightforward SBA Financing Zander's purchase deal was simple: 10% equity down 10% seller note 80% SBA loan (7A) No earnout. Was it risky? Maybe. But for him, it worked because he and the seller had great rapport. They respected each other, and shared the goal of keeping clients happy and the agency thriving. However, Zander is very aware of how lucky he was and that is not always the case. So his advice for agency owners is to structure the deal in a way that people are incentivized to help the business grow after they're gone. Pro tip: Before buying, always ask the seller why they're really selling. Burnout, boredom, or just wanting to hit the road in an RV with their spouse - it all matters. If their motivations align with your vision, you've got a shot at a smooth handoff. Surprises, Gotchas, and the Role of Luck in Acquisition Every acquisition has surprises. For Zander, it wasn't massive skeletons in the closet but rather small bits of “tribal knowledge” that came up months later. Old client quirks, history buried deep, the stuff you don't see in due diligence. His mindset was just to roll with it. “I just try to get good at riding the wave,” he said. And he's honest about it: luck played a big role. You can prep all you want, but signing a deal that puts you on the hook for big debt is scary. You've got to trust your gut on the seller and back yourself to figure out the rest. Zander's advice is to make sure you vibe with the seller. As odd as it sounds, there's nothing more important in his experience than feeling he was able to truly understand the seller. He wanted someone who was really proud of their legacy and willing to grow and protect it. How AI is Shaping M&A and Agency Operations Back when he bought the agency, Zander was still not using AI in both due diligence and agency work. Now, however, he's building “co-pilot bots” to analyze data, troubleshoot, and even stress-test M&A opportunities. His advice for other agency owners: if you're not using AI daily, you're leaving efficiency—and insights—on the table. AI won't always 100% right, but it gets you thinking differently. For M&A especially, tools like ChatGPT can surface blind spots you didn't even know existed. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

In this episode of the Real Estate Pros podcast, host Q Edmonds speaks with Tyler Kabat, a successful property manager specializing in short-term rentals. Tyler shares insights into his business, Doorway Travel, which manages a mix of short-term and mid-term rental properties. He discusses the importance of building strong vendor relationships, the challenges of managing properties in remote areas, and the need for effective crisis management. Tyler emphasizes the significance of discipline and systems in achieving peace and success in property management, as well as the importance of networking and client retention for growth.   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 today's episode of Ambitious, we're tackling the often overlooked side of business growth. We're breaking the misconception that more revenue is the singular indicator of progress. We'll explore the various markers of success beyond just financial gain, touching on operations, personal well-being, team dynamics, and client retention. Whether you're scaling up or just starting out, these insights will help you assess your true progress in a holistic way. It's about time we start celebrating our progress beyond just the numbers. Join me as we redefine what growth and success look like in our entrepreneurial journeys. 00:43 Introduction01:25 Beyond Revenue: Identifying True Business Growth07:12 Operational Efficiency: Streamlining Your Business19:10 Financial Health: Understanding Profit Margins27:32 Client Dependency: Diversifying Revenue Streams35:58 Empowering Your Team for Business Growth36:28 Decision-Making and Delegation in Scaling38:32 Indicators of Team Stability and Turnover41:24 Valuing Your Team as Assets46:23 Achieving Work-Life Balance as a Business Owner54:29 Client Retention and Referrals01:00:40 Personal Growth and Proactive Leadership01:05:52 Redefining Business Success Beyond RevenueTo join the Ambitious Network for free, click HERE. To connect with Kate on Instagram, click ⁠HERE⁠. To apply for ITI, click ⁠HERE⁠.To submit a question to be answered on the podcast, click HERE.

Most businesses think the sale ends once the contract is signed. In reality - that's just the beginning. In this episode of Sales is Not a Dirty Word, I break down why client retention and upselling are the biggest untapped sources of revenue for service providers — and how to build a system that keeps clients investing with you long after the first sale. Too many founders chase new clients while ignoring the ones they've already won.  As a result, they have unpredictable revenue from month to month that keeps them on edge and burnt out. There's a much easier way to create predictable revenue with less effort than constantly chasing new leads.  Inside this episode you'll learn: ✔ Why fulfillment should be even stronger than your sales process ✔ How to design entry-level offers that naturally lead to bigger investments ✔ A framework for “pre-selling” upsells inside your proposals ✔ The secret to client meetings that reinforce value and set up the next step ✔ Why your existing clients should account for the majority of your revenue If you're stuck on the new client hamster wheel, this episode will show you how to finally grow revenue without burning out chasing cold leads.

How well do you know your ideal customers? Is this something you put the necessary time and attention into? A recent visit at Virgin Hotels in Nashville reminded me just how important this is and how far you can go to surprise and delight as I found lube and a vibrator at the bottom of their nightstand.  We'll talk through how this applies to your business, retention and referrals, and why we should be friends if you feel the same way.   Time Stamps:   (0:10) The Backstory (2:30) Knowing Your Customer (4:12) The Parent Letter (4:43) The Touch Points (6:10) Retention and Referrals ----------

Send us a textIn this episode, Todd and Jen dive into the two pillars of salon growth: retention (keeping clients coming back) and acquisition (bringing in new ones). Too many salon owners focus on just one—but long-term success requires mastering both.You'll hear practical strategies, client experience tips, and marketing insights drawn straight from the Hello Hair Co. playbook, including how to create loyalty, inspire referrals, and consistently attract new faces without burning out.Key TakeawaysRetention and acquisition aren't either/or — both are essential for lasting salon growth.Consultations (and re-consultations) are the secret to keeping clients loyal.Hospitality and personalization turn good services into unforgettable experiences.Building staff confidence is a leader's job — and prevents overwhelm in new stylists.Smart marketing tools (Google Ads, SEO, automation, reviews, social media) keep new clients coming consistently.Focusing only on retention or only on acquisition will break your business model.Tracking the right KPIs (rebooking, client lifetime value, cost per new client, referrals) shows you what's really working.Episode Timestamps[00:00] – Intro & why Jen refused to kick things off[00:01:30] – Jen's opening take and quote of the week: Vidal Sassoon on why hairdressers are magical[00:03:00] – Todd's opening take, owner perspective: the happiness KPI[00:07:00] – Why retention matters: loyalty, consistency, referrals, and fun[00:11:00] – The consultation game changer: how to re-consult every visit[00:14:30] – Building relationships when your skills are still developing[00:15:00] – Hospitality Playbook: moving beyond snacks and water bottles[00:17:00] – Personalization & note-taking for unforgettable experiences[00:19:00] – Staff happiness and motivation = client happiness[00:21:00] – Helping “baby hair pros” build confidence without overwhelm[00:23:30] – Why acquisition matters: churn, plateaus, and growth[00:26:00] – Automated touchpoints: email & text marketing that works[00:28:30] – Google Ads, SEO, and why outsourcing marketing was a game-changer[00:33:00] – Social media strategy: faces > backs of heads[00:35:00] – Cross-promoting with local businesses & the power of reviews[00:37:00] – KPIs: client lifetime value, cost per client, rebooking, referrals[00:38:30] – Wrap-up + free Hospitality Playbook downloadResources & LinksSubscribe to the 321 Pro Push Newsletter: Real business lessons, strategies, and challenges delivered weekly.Listen to more episodes: the Hello Hair Pro podcastFollow us on Instagram: @hellohairproLinks and Stuff:Our Newsletter Mentoring InquiriesFind more of our things:InstagramHello Hair Pro Website

Welcome back to the Empower Her Business Accelerator podcast! I'm your host, Philippa Channer, and I'm thrilled you're joining me for another impactful episode in our September series on building out revenue streams that actually support and sustain your business goals. Over the past couple of episodes, we've been laying the groundwork—identifying primary and secondary income streams and exploring how to diversify for stability and growth. But today? Today we dig into the good stuff: profitability—because what you keep matters far more than what you earn. If you haven't caught Episodes 195 and 196 yet, go back and give them a listen. They'll give you the solid foundation you need for today's deep dive into working smarter—not harder—by embracing innovative revenue models that are both sustainable and scalable.

Behind every thriving Med Spa is a team that believes in the mission. In this episode, I sit down with the powerhouse team from Radiance Beautiful Skin, CEO Tara VanderValk, Kristin Whittington, Ana Broadwater, and Sarah Griffin, to talk about how implementing a signature menu and annual consultation process transformed their retention, confidence, and alignment. We dive into what it's like to be coached together inside Med Spa Advantage, how they shifted from on-the-fly treatment plans to confidently presenting signature packages, and how the CARES consult process has strengthened their client relationships. We also break down the mindset shifts around selling with integrity, growing leadership, and building a team culture that lasts. Tune in to hear how this team moved from sales resistance to service-aligned confidence.   HIGHLIGHTS Why clients expect expert recommendations. What made them join Med Spa Advantage (MSA) despite already being successful. How having a signature menu gives providers clarity and confidence. Using the signature consult with returning clients to increase retention. Mindset shifts from the MSA team coaching calls. How to shift from selling to prescribing outcomes. Advice for hiring high-integrity team members.   RESOURCES + LINKS Learn more about Radiance Beautiful Skin HERE Try Ask Heather AI for 30 Days HERE  Apply for The Med Spa Advantage HERE    FOLLOW Heather: @heatherterveen Website: heatherterveen.com Radiance Beautiful Skin: @radiance_beautifulskin

In this solo episode of Fitness Business Insights with Matt Robinson, I unpack a growing trend in the coaching industry: trainers who want some online clients for flexibility and extra income — but don't want to go fully online or post content every day.I call this the Fulfilled Coach approach: a solid in-person business as your foundation, 10–15 online clients for additional income, and a freedom-focused model that protects your lifestyle.This episode breaks down how to build that business step by step, avoid common mistakes, and make online coaching work for you — without burning out or abandoning what already works.What You'll Learn✅ Why the first 100 days of online coaching are crucial✅ 4 practical insights to grow online without being a content slave✅ How to leverage your in-person business for easier online wins✅ Why documenting your work beats chasing trends✅ A new way to use front-end offers to attract the right online clients✅ Why long-form content creates better leads than short clipsResources & LinksConnect on Instagram: @mattrobinsonptWeekly newsletter & coaching info: mattrobinsoncoaching.comShare & ConnectIf this episode gave you clarity on building online, share it with another coach who's stuck trying to go “all-in” online.

In this episode, we sit down with Charlie Wills, a top-producing agent who gets nearly all of his business from his sphere. A former Division 1 basketball player, Charlie shares his unique approach to building a successful real estate career on a foundation of genuine relationships and a structured contact plan he calls the "Priority Pyramid." He reveals his secrets to staying consistent, nurturing connections, and why he believes technology and lead generation are secondary to personal trust. This conversation proves that in an age of constant tech distractions, the most powerful tool an agent has is their personal touch. Links mentioned in the show: https://www.youtube.com/watch?v=gPP6F8mFqJ4 Connect with Charlie on LinkedIn - Instagram.   Learn more about The Wills Agency on Instagram - Facebook and online at thewillsagency.com.   Subscribe to Real Estate Insiders Unfiltered on YouTube! https://www.youtube.com/@RealEstateInsidersUnfiltered?sub_confirmation=1   To learn more about becoming a sponsor of the show send us an email: jessica@inman.com 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 episode, Ben Burnett, Grace Property Management's VP of Property Management, shares how he manages a team of 15 high performing property managers, his journey from being a PM to a VP, and the challenges he's overcome. He discusses his approach to leadership, emphasizing the importance of one-on-one meetings, and how he handles owner leads. This conversation offers valuable insights for company owners on how to successfully create a VP role and empower their managers to lead with autonomy. 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   Lending One - real estate loans for investors https://lp.lendingone.com/grow   Reconcile Daily - corporate & trust accounting experts https://www.reconciledaily.com/   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.

Are you struggling to make sales during your launch? In the second episode of my 6-figure secrets series, I reveal why your launch might not be selling and share hands-on strategies to fix it. Learn how to prime your audience, create profitable offers, and keep your momentum throughout your launch high to hit your 100K goals.PS Do you want to discover my proven method to build your first million dollar year? Access my million method training here: https://fastforwardamy.com/accessmillionThe doors to my brand new Authority Accelerator are open: a 90-day program that transforms you into THE go-to expert in your sector by building your own marketing machine.

In this episode of Building the Billion Dollar Business, host Ray Sclafani reframes what it truly means to engage clients in a modern wealth management practice. He challenges the common misconceptions of client engagement which includes emails, gifts, and review meetings, and instead defines true engagement as emotional, intentional, and rooted in value. Ray outlines three pillars of effective engagement: proactive conversations, customized communication, and meaningful milestone recognition. He emphasizes that real engagement must be embedded into firm culture, not just left to the advisor. Listeners are encouraged to use tools like client journey mapping, achievement reviews, and feedback loops to scale meaningful connections. The episode closes with three reflective coaching questions designed to help advisors evolve their approach and deepen client relationships in a commoditized landscape.Key TakeawaysTrue engagement is emotional, intentional, and value-driven, where clients feel genuinely seen, heard, and understood.Effective engagement is built on three pillars: proactive conversations that anticipate client needs, customized communication that aligns with how each client processes information, and meaningful recognition of personal milestones.It must be embedded into the culture of the entire firm, not dependent on any one advisor, and requires clear systems, roles, and shared ownership to scale.In today's experience-driven world, clients compare their advisors to brands like Amazon, Apple, and Netflix, expecting personalization, speed, and relevance.When done well, client engagement becomes a strategic asset, creating loyalty, increasing referrals, and strengthening cross-generational relationships.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

In this episode of The Visibility Impact Show, I'm diving into the real growth strategy that most entrepreneurs overlook: retention.Client acquisition matters, but the businesses that scale with ease are the ones that master keeping clients, creating repeat buyers, and leveraging referrals.See you in OMNI https://omniqueens.com/Join this FREE Telegram space, Broadcast... https://thevisibleceo.com/broadcastBROADCAST is for the human-first leader who refuses to be muted by algorithms, AI, or outdated strategies. You've got something to say, and it's time to say it like you mean it. If you are ready for me to shift your thinking on how you can create a business WITHOUT living on your phone - this is the space to be!OMNI is my full visibility system built for CEOs who want to grow online without living on their phone. If you're ready to be truly seen, more strategic, and unmistakably in demand, head to check out OMNI at www.omniqueens.com Take the FREE Quiz to find out how visible you really are at www.thevisibleceo.com/quiz https://www.instagram.com/itscrissyconner/https://www.tiktok.com/@crissyconnerhttps://www.facebook.com/crissyconnerhttps://www.youtube.com/c/crissyconnerhttps://www.linkedin.com/in/crissyconner/

In this episode of The Visibility Impact Show, I'm diving into the real growth strategy that most entrepreneurs overlook: retention.Client acquisition matters, but the businesses that scale with ease are the ones that master keeping clients, creating repeat buyers, and leveraging referrals.See you in OMNI https://omniqueens.com/Join this FREE Telegram space, Broadcast... https://thevisibleceo.com/broadcastBROADCAST is for the human-first leader who refuses to be muted by algorithms, AI, or outdated strategies. You've got something to say, and it's time to say it like you mean it. If you are ready for me to shift your thinking on how you can create a business WITHOUT living on your phone - this is the space to be!OMNI is my full visibility system built for CEOs who want to grow online without living on their phone. If you're ready to be truly seen, more strategic, and unmistakably in demand, head to check out OMNI at www.omniqueens.com Take the FREE Quiz to find out how visible you really are at www.thevisibleceo.com/quiz https://www.instagram.com/itscrissyconner/https://www.tiktok.com/@crissyconnerhttps://www.facebook.com/crissyconnerhttps://www.youtube.com/c/crissyconnerhttps://www.linkedin.com/in/crissyconner/

Send us a textAre discounts really the best way to grow your salon? Spoiler: they're not. In this episode, Todd and Jen break down why discounting hurts your business long-term and share proven, real-world strategies to fill your books without ever lowering your prices.From rebooking systems and referrals to solving client problems and improving your marketing, this conversation gives you practical steps to attract and retain loyal clients—while keeping your profits intact.If you've ever felt pressured to run “new client specials” or endless deals, this episode will show you a better way forward.[00:00:30] Why Discounts Don't WorkDiscounts train clients to chase deals instead of building loyalty.The wrong kind of client shows up when your main value is price.Discounts erode profit margins.[00:08:30] Losing Clients After Price IncreasesWhy losing some clients can help growth.The story of a longtime client who left after a price increase—only to return later because the service was worth it.Why “books closed” strategies backfire long-term.[00:12:00] The Psychology of DiscountsWhy discount-driven clients rarely stay.Early bird rates, grandfathered pricing, and the fairness problem.Clients aren't looking for the cheapest salon—they're looking for solutions.[00:16:00] Positioning Your Salon CorrectlyLuxury vs. high-volume vs. best-solution salons (from The Pumpkin Plan).Why most salons misuse the word “luxury.”Building systems that create client experiences, not discounts.[00:18:00] Marketing That Actually WorksWhy SEO and Google Ads changed everything for Hello Hair.The long game of marketing.Social media as support, not the main strategy.[00:23:00] Creating Emotion Through ContentClient faces matter more than hair photos.How captions that solve problems drive bookings.Building emotion into your content to spark connection.[00:26:00] Client Retention and Rebooking SystemsRebooking in the chair vs. at checkout—why timing matters.Using iPads and conversations to make rebooking personal.Why retention through relationships is more powerful than any discount.[00:31:00] Referrals Without DiscountsHow to identify your “seed clients” (best-paying + favorite people).The psychology of referrals: people want to be connectors.Incentivizing referrals with value, not dollars.[00:36:00] Rethinking MembershipsWhy discount-driven memberships fail.How to package services and products at a premium instead of a discount.The importance of solving problems, not cutting prices.[00:40:00] Community + Connection > CouponsHow to network in your community.Why free (used strategically) builds loyalty more than discounts.The “3 visits rule” for long-term retention.[00:43:30] Final TakeawaysStop training clients to wait for deals.Solve problems, build systems, and focus on the client experience.Discounts kill growth—relationships fuel it.Links and Stuff:Our Newsletter Mentoring InquiriesFind more of our things:InstagramHello Hair Pro Website

So you've started getting good at getting strength training clients, but are you – or your trainers – doing things that drive business away without realizing it? Million-Dollar Trainer Pete Cerqua returns to talk about why your approach to client retention matters when it comes to building a successful fitness business and the things you can do right now to make sure your clients keep coming back. Pete walks you through where trainer-client relationships go wrong, why you need to be softly and subtly selling all the time (and how you can do this), designing a workout that will help you get and keep more clients, how to stand out if you're in an area with a lot of competition, and more. Make sure you're not losing clients without realizing it and tune in to this one! ━━━━━━━━━━━━ Grab my free HIT business strategy course on how to scale without burnout here ━━━━━━━━━━━━ Join HIT Experts in the HIB Community here  ━━━━━━━━━━━━ For the complete show notes, links, and resources, click here

Welcome to the lenders playbook podcast, episode 87! I am your host Matt Rosen, and we are your go to podcast for private lending, real estate and entrepreneurship.Today we're taking a deep dive into the evolving world of valuations and appraisals with Service 1st, a company that's redefining how private lenders and investors approach the appraisal process. My guest is Pete Gianfransesco who plays a pivotal role in guiding the company's mission and innovation as the Senior VP of Appraisals.We'll talk about what Service 1st does, who they serve, how their technology is streamlining the process, what sets them apart from other AMCs, and how they're tackling some of the biggest challenges in today's appraisal market. We'll also cover what private lenders should look for in a great AMC partner, the trends shaping the future of valuations over the next couple of years, and Pete's personal insights on leadership,If you want a clear picture of where the appraisal industry is headed — and how to make sure you're working with the right partner — this episode is for you.

Wouldn't it be amazing if your clients did exactly what you needed, exactly when you needed it?From making payments on time, showing up to court, bringing documents, to signing petitions… What if they followed your process seamlessly, matching the pace of your firm?In this video, you'll discover how to implement the BAMFAM system to take control of your client workflow, increase efficiency, and maximize profits. Learn the step-by-step method top law firms use to get clients to stay on track, reduce bottlenecks, and turn chaos into consistency.Stop letting client delays slow your firm down. Watch now and start transforming your law firm's productivity and profitability with BAMFAM.

To get more information about booking a consulting day with Vince, please do one of the following:Send a direct email to Vince to bypass his sales team: vince@gabrielefitness.comClick the link below and fill out the form:https://coaching.vincegabriele.com/ Podcast SummaryIn episode three of the Long Island Gym Tour, Vince visits longtime SPF Mastermind member Jonathan Sodo of Empowered Training. Over lunch, they dive deep into financial discipline, business focus, and practical marketing strategies. Vince emphasizes the importance of knowing your numbers—especially profit and loss statements—before chasing new revenue streams. He challenges Jonathan to focus solely on hitting a specific member goal before launching new offerings like a nutrition program. They also explore maximizing existing marketing wins through the “More, Better, New” method, tapping into local proximity opportunities (like residents living directly above the gym), and leveraging holidays or events to create irresistible offers. Packed with tactical advice and real-world examples, this episode is a playbook for growth without distraction. Top 5 PointsKnow Your Numbers – Review profit and loss statements monthly, understand key expense categories, and track profitability to guide business decisions.Focus Before Diversifying – Hit a critical member or revenue benchmark before introducing new services to avoid diluting your core offering.More, Better, New Marketing – Double down on strategies already producing results, improve their quality, and only then add new methods.Leverage Proximity – Target nearby residents or businesses with special events, trials, and workshops to capture easy, high-retention clients.Make More Offers – Use holidays, appreciation events, and seasonal themes as excuses to run special promotions, generating more leads and sales. To get more information about booking a consulting day with Vince, please do one of the following:Send a direct email to Vince to bypass his sales team: vince@gabrielefitness.comClick the link below and fill out the form:https://coaching.vincegabriele.com/ If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

In this episode of the Auto Remarketing Podcast, Bill Zadeits welcomes Elizabeth Stegall, Senior Director of Client Retention with Autotrader, Kelley Blue Book and ICO and Cody Gentry, AVP of Dealer Success with Autotrader and Kelley Blue Book. The executives breakdown high level and high interest findings for dealers from the latest Cox Automotive Whitepaper - Measuring Your Marketing That's Working.

Lovable AIhttps://lovable.dev/ Keith's Substackhttps://open.substack.com/pub/crazyunclekeith/p/will-someone-buy-a-house-from-an?r=52fisu&utm_campaign=post&utm_medium=web Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube - Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com. Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod This podcast is produced by Two Brothers Creative.https://twobrotherscreative.com/contact/

Coaching Reframe for Fewer Client Headaches

In this episode, we break down the real meaning of branding and why it's the sum of every experience, every touchpoint, and every memory people have with your practice. Danielle shares some fantastic insights on how to go beyond just visuals—like logos and colors—and focus on the details that truly matter, from the way your team answers the phone to the scent in your waiting room. We talk about the three core branding questions every practice owner should ask before even thinking about design: What problem do you solve? How do you solve it differently? And who do you solve it for? Danielle also walks us through how to find your emotional core by channeling your “inner toddler” and asking “why” until you get to the heart of your brand's purpose. We also dive into the importance of backing up your brand promises with real action, the difference between brand promises and core values, and why being authentic and consistent is key to building trust with both clients and your team. Danielle shares some great examples of employer branding, showing how practices can attract the right team members by being clear about who they are—and who they're not. We cover how to maintain brand consistency as you scale, the importance of ongoing brand management, and how to keep your messaging human and specific in the age of AI. If you're wondering when to start thinking about branding, Danielle's advice is clear: the sooner, the better—ideally before you even open your doors. We also talk about why it's okay (and actually necessary) to be picky about the clients you attract, and how serving everyone can actually hurt your brand in the long run. Whether you're just starting out or looking to take your practice's brand to the next level, this episode is packed with actionable tips, real-world examples, and expert advice to help you build a veterinary brand that resonates and endures. Tune in to learn how to create a brand that's more than just a logo—it's a lasting promise to your clients, your team, and your community.

This podcast is brought to you by Outcomes Rocket, your exclusive healthcare marketing agency. Learn how to accelerate your growth by going to outcomesrocket.com Video introductions are a powerful tool to enhance the therapeutic alliance even before therapy begins.  In this episode, Daniel Sorochkin, Founder and CEO of TakeOne, explores the challenges therapy platforms face, such as poor therapist-client matches, high dropout rates, and awkward first sessions. He explains how traditional therapist profiles often fall short, lacking the depth needed to build trust and connection. Daniel makes the case for therapist introduction videos as a powerful tool to improve retention and engagement, while also acknowledging the barriers to adoption like cost, complexity, and therapist hesitance. TakeOne solves these issues with an automated, scalable video solution, and Daniel emphasizes that despite advances in AI, genuine human connection remains central to effective therapy. Tune in and learn how incorporating personalized video content transforms client-therapist interactions, reducing no-shows and dramatically improving client satisfaction and retention! Resources: Connect with and follow Daniel Sorochkin on LinkedIn. Follow TakeOne on LinkedIn and explore their website. 

Most people think Day 2 is where the magic happens but what if the real win happens earlier?Join us in this discussion on conversion mastery by diving deep into the often-overlooked Day 1 visit. You'll hear why connection trumps scripting, how to uncover hidden objections early, and the subtle cues that set the tone for trust and long-term commitment. With practical tips and mindset shifts, this conversation unpacks how to build a Day 1 process that feels authentic and leads naturally to yes.Whether you're onboarding associates or refining your own approach, this episode gives you the clarity and tools to turn Day 1 into your most effective conversion strategy.Key Highlights01:04 – Lona shares RV mishaps and family time before jumping into the topic of conversion mastery.03:37 – Dr. Bobby explains that most people undervalue Day 1—but it's actually where Day 2 is “won.”05:33 – Lona emphasizes authentic connection over agenda. Day 1 must be about listening and learning who they are.07:56 – They explain how trust builds at the speed of connection—through eye contact, tone, body language, and curiosity.10:58 – Using AI to free up connection: Bobby shares how not taking notes lets him truly be present with patients.11:57 – Discovery means being curious. Tone and facial expressions matter when asking questions—don't gloss over symptoms.14:52 – If you're unsure who's going to convert by Day 2, you likely didn't do Day 1 well enough. Handle obstacles early.18:14 – Dr. Bobby shows how to draw out objections on Day 1 (like money, spouse input, or time) and resolve them upstream.20:04 – The exam is your communication bridge. A well-done, visual, simple exam can nearly convert someone on the spot.24:30 – Ninja tip: Use “priming” at the end of Day 1 to set expectations for care plans and minimize Day 2 objections.28:19 - Dr. Chris sits down with Dr. Aaron Morris from Success Partner, Syntropy, to explore how their work is helping chiropractors elevate their adjusting skills. Learn how Syntropy seminars are transforming both new grads and seasoned practitioners by building confidence, preventing burnout, and driving better patient outcomes. Dr. Aaron shares they support continuous skill development which isn't optional for chiropractors who want to serve at the highest level. Resources MentionedFor more information about Syntropy please visit: https://www.syntropychirotraining.com/To schedule a Strategy Session with Dr Lona: https://go.oncehub.com/DrLonaBuildPodcastTo schedule a Strategy Session with Dr Bobby: https://go.oncehub.com/DrBobbyBuildPodcastFollow Dr Bobby on Instagram: https://qr.me-qr.com/WOz1qy6E   Follow Dr Lona on Instagram: https://qr.me-qr.com/o2oFbovyLearn what it takes to be Remarkable!: https://theremarkablepractice.com/

Send us a textKathleen Lord shares a rare blend of personal grit and professional insight in this dynamic episode recorded live at Pax8 Beyond 2025. From her early passion for equestrian sports to her executive leadership at Zensai, we explore how personal connection, smart systems, and human-centric tech drive real change.Kathleen dives into the realities of horse training, animal instincts, and performance ethics before pivoting into Zensai's mission: helping MSPs deliver post-sale value with ease. Her team's LMS, deeply integrated with Microsoft Teams, offers an elegant solution to a messy problem — keeping end-users engaged and trained without draining MSP resources.We also unpack how AI is reshaping sales funnels and why human connection still matters most — whether in the saddle or the boardroom. 

Get registered for the ASTA Expo 2025 at the Raleigh Convention Center: https://geni.us/ASTA2025 Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEDon't miss an upcoming event with The Institute: https://geni.us/InstituteEvents2025Shop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.Click here to schedule a free demo: https://info.shop-ware.com/profitabilityMake sure you mention: CTISUMMER to get FREE data migration!Transform your shop's marketing with the best in the automotive industry, Shop Marketing Pros!Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingPros Shop owners, are you ready to simplify your business operations? Meet 360 Payments, your one-stop solution for effortless payment processing.Imagine this—no more juggling receipts, staplers, or endless paperwork. With 360 Payments, you get everything integrated into one sleek, digital platform.Simplify payments. Streamline operations. Check out 360payments.com today!In this episode, Lucas and David are joined by Nate Winston, who shares the story of leaving a long-term business partnership to open his own shop. Nate discusses the challenges and emotional toll of a toxic partnership, the importance of having clear roles and written agreements in business relationships, and the remarkable improvements in his well-being and shop success after going solo. 00:00 Affordable Custom Clothing Solutions09:14 "Business Partnership Gone Wrong"13:59 Missing Documentation Dilemma16:46 Unexpected Lawsuit Loss: $15K Withdrawn26:01 Banter Over Responsibilities with Juan32:00 "Rarity of Genuine Selflessness"35:11 Father's Resilience in Adversity40:24 Increased Work Hours Achieved46:19 Argument Led to Tragic Outcome53:49 Goal-Setting Through Strategic Planning54:52 Effective Goal Management01:04:23 "Processing Loss and Grief"01:08:19 Documenting Family Memories Intentionally01:13:08 Trusting Independence at Age 10

John Liebler, formerly of Signet and currently VP of Operations at Clientbook, shares how independent jewelers can maximize sales through client retention strategies and relationship building in the digital age.Learn more about Clientbook: punchmark.com/clientbookSchedule a guided demo today at punchmark.com/goSend us a text Send feedback or learn more about the podcast: punchmark.com/loupe Learn about Punchmark's website platform: punchmark.com Inquire about sponsoring In the Loupe and showcase your business on our next episode: podcast@punchmark.com

In this episode, Melanie and Branda talk with guest Marra McDonald about the importance of building a product suite that caters to various client needs and promotes long-term relationships. Marra shares her journey from a single core offer to a diversified product suite, emphasizing the importance of understanding client transformations and cutting unnecessary fluff from offers. Tune in as Melanie and Branda Discuss:Why you need a product suiteHow product suites provide flexibility (and cut down on the client scramble)The problem with constant launchingHow to improve client retentionHow relationship marketing is more important now than everMentioned in the Episode:Follow Marra on Instagram: instagram.com/marra.mcdonaldCheck Out Marra's SuccessFOR Mastermind: https://marra-mcdonald.mykajabi.com/successfor-mastermind Listen to Marra's Podcast: https://marramcdonald.substack.com/p/welcome-to-the-late-night-ceo-podcast ________________________________________CONNECT WITH MELANIE:www.duxburydigital.cowww.instagram.com/duxburydigitalCONNECT WITH BRANDA:www.therelevantcollective.comwww.instagram.com/therelevantcollective

In this episode, we're diving deep into the art of connection with Doug Brown from CEO Sales Strategies. He is an expert at driving results, uniting teams, and delivering unforgettable customer experiences. You'll learn why today's customers are clamoring for connection, and how your business can meet that need by aligning your teams, sharpening your message, and understanding your buyers better than ever. We'll explore: Why great teams move in the same direction (and how to get yours there) How leaders set the tone for performance and culture by setting the example The power of understanding client objections before they derail your sale The secret to identifying your right-fit buyer and fine-tuning your messaging and marketing Why follow-up is the most overlooked part of both the sales and service cycle How to eliminate silos between sales, marketing, and customer service to create a seamless, connected experience Whether you're a business owner, CX leader, or growth-focused professional, this episode will challenge your thinking and offer practical strategies you can implement today.

Send us a textEPISODE OVERVIEW:Marketing brings clients in, but what if your business is like a leaky balloon? No matter how much water (leads) you pour in, it keeps leaking out. In this episode, Maggie reveals 10 non-marketing ways service-based businesses lose clients and leave money on the table, especially crucial for businesses scaling past six figures.KEY TOPICS COVERED:The 10 Ways You're Losing Clients:Not Offering Next Appointments - Make rebooking easy at service completionMissing Email Marketing - Nurture relationships between visitsPoor Sales Skills & Process - Transform 30% conversion to 80% like Maggie's home services clientTransactional Mindset - Focus on experience, not just transactionsWrong Staff Hiring - Look beyond technical skills to attitude and culture fitInadequate Staff Training - Align team with mission, vision, and brand valuesNo Cancellation Policy - Professional policies show structure and professionalismPoor Follow-Up Systems - Reminder systems and rebooking processesLack of Relationship Building - Connection creates loyalty beyond price competitionMissing Upsell Opportunities - Proactively identify and address additional client needsFEATURED SUCCESS STORY:Home services business owner increased conversion rate from 30% to 80% through improved sales process and discovery conversations.KEY FRAMEWORKS MENTIONED:T.O.P. CEO Formula - Maggie's signature scaling systemThe Leaky Balloon Analogy - Why marketing alone isn't enough for sustainable growthGOLDEN NUGGETS:• "When you live and breathe your mission and vision, and your team does too, that's when you stay aligned and grow the fastest"• "It's not just about helping with back pain or glowing skin - it's about how clients feel when they interact with your brand"• "Connection creates loyalty - clients won't leave for cheaper prices when they feel like you're almost friends"ACTION STEPS:Audit your client journey from discovery to post-serviceImplement next-appointment booking at service completionReview your sales process and conversion ratesEvaluate staff training on brand values and client experienceCreate systematic follow-up processes for cancellations and rebookingCONNECT WITH MAGGIE:Ready to plug the holes in your business and scale sustainably? Book a complimentary consultation to discuss what's stopping you from scaling without burning out -https://www.stairwaytoleadership.com/

In this episode, I had the pleasure of sitting down with Rhys, a veterinary practice owner from Vancouver who brings a unique perspective thanks to his background in hospitality and his passion for building businesses that can thrive without the owner being tied to every detail. We dove deep into what it really takes to transform a veterinary practice from a self-employed job into a scalable, sellable business. Our conversation covered everything from the importance of building robust systems and standard operating procedures, to leveraging data-driven management and authentic marketing that truly reflects your practice's identity. Throughout our discussion, Rhys shared actionable strategies for veterinary professionals who want to attract, engage, and retain clients—while also reclaiming their time and sanity. We talked about defining your mission and vision as the foundation for all your systems, the necessity of SOPs for consistency and delegation, and how to use key performance indicators (KPIs) to proactively manage your practice. We also explored pricing strategies that balance value and affordability, and the critical importance of client retention and lifetime value. Reese even provided a toolkit of resources and calculators to help practice owners make informed decisions about hiring, budgeting, and pricing. Whether you're just starting out or looking to take your established practice to the next level, this episode is packed with practical advice and real-world examples. We wrapped up by discussing how to adapt to the future, especially with the rise of corporate competition and shifting market dynamics. My goal with this episode is to give you the insights and tools you need to build a veterinary practice that works for you—not the other way around. If you're ready to create a business that can run (and grow) without your constant presence, you won't want to miss this conversation!

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: 

Are you overlooking the most valuable asset in your real estate business? Reminder Media President Luke Acree joins us to reveal a shocking truth you're missing out on: your database is a goldmine waiting to be tapped!   In this episode, you will learn about the surprisingly simple yet powerful strategies to cultivate lasting relationships with your sphere of influence. Learn the exact steps to consistent, multi-channel outreach that transforms acquaintances into loyal clients and referral engines.    Stop the endless lead chase and unlock the predictable power of connection!   Check out the Stay Paid Podcast at this link: https://remindermedia.com/podcast/   For the episode with James and Keith check out: https://www.youtube.com/watch?v=XGGlEkn5HVg   Connect with Luke on - LinkedIn.    Learn more about Reminder Media on - YouTube - LinkedIn - Instagram - Facebook - X and online at remindermedia.com.   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/  

Join us July 18–19 at the SPF Mastermind Event and learn exactly how to grow your gym, stand out in your community, and finally get the freedom you've been chasing—grab your seat here! Or click here: https://events.vincegabriele.com/july2025 In this episode of Ask Vince, Vince Gabriele and guest host Onur celebrate the show's unexpected #1 ranking and talk about what really got them there—not fancy studios, but straight-up consistency and care. Vince opens up about everything from recording podcasts on his phone while walking to how being known in your local community can make or break your business. They dig into what to do when old marketing stops working, how to refocus when you're feeling scattered, and why leveraging relationships matters more than slick tactics. It's honest, funny, and packed with real-world takeaways for gym owners who want to grow without the fluff. 5 Quick TakeawaysShow up every week. It's not the mic—it's the message.Get known locally. Fame in your town beats fame on Instagram.Track your numbers. If you don't measure it, you can't fix it.Pivot when needed. What worked last year might flop today.Borrow someone's audience. Partner up to grow faster. Join us July 18–19 at the SPF Mastermind Event and learn exactly how to grow your gym, stand out in your community, and finally get the freedom you've been chasing—grab your seat here! Or click here: https://events.vincegabriele.com/july2025 If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

In this episode, financial advisor Nikki Savage discusses her approach to enhancing client retention and satsifaction by engaging in thoughtful, intentional relationship-building—specifically asking deep questions that uncover her clients' true needs and using that insight to create highly personalized experiences. Listen in as Nikki reflects on filtering feedback to stay true to her values and how building her practice authentically has been at the center of her success. She also explains why a strong advisor-client fit is essential, how she addresses client misconceptions to maintain focus during market volatility, and how in-person events help connect with her ideal target prospects by creating a comfortable setting to discuss financial challenges in their lives. For show notes and more visit: https://www.kitces.com/438

Start your very own Credit Repair business - Learn how by joining our FREE 5-day challenge: http://startrepairingcredit.com/What if I told you that high sales are actually damaging your business?I just got back from my very first Credit Con, and the absolute highlight for me was when Dustin Ball took the stage and delivered a master class on sales and client retention. We were so fired up by what Dustin shared that we knew we had to share it with you as well. This is your chance to hear one of the most innovative sales strategies in the game from an absolute powerhouse in the credit repair industry.Tune in!Key Takeaways:00:00 Intro 01:32 Dustin Ball's Presentation at Credit Con 04:25 Focusing on Sales vs. Client Retention 16:07 Why Do Clients Leave? 24:08 Dustin's Best Tips for Client Retention 36:26 Become a Pro CRO 46:04 Outro Additional Resources:Get a free trial to Credit Repair CloudGet my free credit repair training  Andre Coakley's Proven Strategy to Keep Credit Repair Customers Coming BackMake sure to subscribe so you stay up to date with our latest episodes.