Podcasts about client retention

Learn the best ways to keep clients coming back from Caroline Plambeck and Connor McGarry in Episode 734: 7 Client Retention Strategies Every Studio Owner Should Know. Extend the honeymoon phase: nurture members through a 90-day journey Embrace the loyalty loop: ensure the client journey never ends Rescue lost sheep: proactively reconnect with members before they disappear for good Reignite dormant demand: win back expired intros and canceled members  Cultivate a third space: foster community, belonging and consistency Retention is your most predictable path to revenue you can count on. Maximize it.

Jeff Dudan's free digital copy of his book What if you could give every customer a luxury experience - without a luxury budget? In this episode of the Unemployable Podcast, Jeff Dudan sits down with Neen James, global keynote speaker, luxury experience strategist, and author of *Exceptional Experiences*, to reveal the exact systems and mindsets that separate transactional businesses from unforgettable ones. Neen breaks down why satisfied customers are your biggest risk (not your biggest asset), how a $6 magazine subscription won a six-figure contract, why every business should think like a hotel concierge instead of a bellhop, and the five luxury levers any company - home services, franchise, B2B, or retail - can apply immediately to create advocates, not just clients. You'll learn: • The difference between a transactional and transformational customer experience • How to systemize thoughtfulness so personalization scales across your team • What luxury brands like Chanel, Delta, and private aviation do differently - and how you can borrow it • Why storytelling and metaphor are free tools that make your business impossible to forget • The Experience Elevation Model: Entice → Invite → Excite → Delight → Ignite • How to create "champagne moments" that turn ordinary service into word-of-mouth marketing • The hidden cost of not paying attention - in business, relationships, and life • Why your satisfied customers are already being poached by your competitors Whether you're a franchisee, franchise brand, home services business, or entrepreneur looking to build a legacy brand, this episode is packed with actionable systems you can start implementing today.  Homefront Brands: https://www.homefrontbrands.com Jeff Dudan: https://www.jeffdudan.com Guest: Neen James Guest YouTube: https://www.youtube.com/user/AussieNeen  Guest Website: https://neenjames.com/  Guest Socials: https://www.linkedin.com/in/neenjames/  #CustomerExperience #LuxuryBusiness #SmallBusinessGrowth #FranchiseBusiness #WordOfMouth #BusinessStrategy #UnemployablePodcast #Neen James #ClientRetention #EntrepreneurMindset Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jeff Dudan's free digital copy of his book What if you could give every customer a luxury experience - without a luxury budget? In this episode of the Unemployable Podcast, Jeff Dudan sits down with Neen James, global keynote speaker, luxury experience strategist, and author of *Exceptional Experiences*, to reveal the exact systems and mindsets that separate transactional businesses from unforgettable ones. Neen breaks down why satisfied customers are your biggest risk (not your biggest asset), how a $6 magazine subscription won a six-figure contract, why every business should think like a hotel concierge instead of a bellhop, and the five luxury levers any company - home services, franchise, B2B, or retail - can apply immediately to create advocates, not just clients. You'll learn: • The difference between a transactional and transformational customer experience • How to systemize thoughtfulness so personalization scales across your team • What luxury brands like Chanel, Delta, and private aviation do differently - and how you can borrow it • Why storytelling and metaphor are free tools that make your business impossible to forget • The Experience Elevation Model: Entice → Invite → Excite → Delight → Ignite • How to create "champagne moments" that turn ordinary service into word-of-mouth marketing • The hidden cost of not paying attention - in business, relationships, and life • Why your satisfied customers are already being poached by your competitors Whether you're a franchisee, franchise brand, home services business, or entrepreneur looking to build a legacy brand, this episode is packed with actionable systems you can start implementing today.  Homefront Brands: https://www.homefrontbrands.com Jeff Dudan: https://www.jeffdudan.com Guest: Neen James Guest YouTube: https://www.youtube.com/user/AussieNeen  Guest Website: https://neenjames.com/  Guest Socials: https://www.linkedin.com/in/neenjames/  #CustomerExperience #LuxuryBusiness #SmallBusinessGrowth #FranchiseBusiness #WordOfMouth #BusinessStrategy #UnemployablePodcast #Neen James #ClientRetention #EntrepreneurMindset Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Many of us become therapists because we care deeply about people, not because we want to spend our days looking at business data. So, it makes sense if tracking metrics feels a little cold, overly analytical, or disconnected from the human side of the work you're doing.But the truth is, good data can actually support you in caring for both your clients and your clinicians more effectively.In this episode, I'm joined by Tory Krone, group practice owner and creator of PracticeVital, to talk about how the right numbers can help us understand what's really happening inside a therapy practice. Together, we explore how tracking things like churn, retention, rebooking, and clinician productivity can move you out of guesswork and into clearer, steadier decision-making.Click here to learn more about PracticeVital — and get $30 off your first month when you sign up using the referral code MoneyN&B ​​Ready to feel more calm and confident about your money? Do you feel confused, ashamed, or uncertain about your finances?Are you craving support to help shift your money mindset and transform your relationship with money?Are you ready to develop the skills and confidence you need to finally take control of your business finances and build a practice that actually takes care of you?If so, I'd love for you to join me for one of my free online workshops, designed specifically for private practice owners who feel stuck—whether it's mindset blocks, avoidance, or the technical side of managing money.In just one hour together, you'll learn practical tools, strategies, and next steps to move forward in your business (and your life) with clarity, intention, and ease.Click here to explore upcoming workshops and save your spot or register to get the replay.Using Data to See Patterns You Can't Feel AloneTherapists are often highly intuitive. That intuition is a beautiful strength in clinical work, but it can only take you so far when you're trying to get clear on client flow, practice performance, or the financial health of your business.By tracking the right numbers, you can begin to notice patterns that might otherwise stay hidden. Churn rates, retention, rebooking patterns, and referral quality offer important information about client fit, onboarding, expectations, and the overall client experience. Data doesn't replace clinical judgment — it supports it.Sometimes small shifts in your practice, such as improving follow-up systems, setting clearer expectations during intake, or matching clients based on fit rather than simply availability, can make a meaningful difference. These practical adjustments can help clients stay engaged long enough to truly benefit from the care they came for.Creating More Stability Through Better Systems Many of the metrics Tory and I discuss are early signals that offer insight as to where a practice may need additional support, more clarity, or a better system before things become truly stressful.(00:04:02) Discovery of PracticeVital software(00:09:38) Tracking clinician productivity(00:10:25) Overly optimistic revenue projections(00:14:40) Introducing financial leadership tools(00:18:50) Analyzing referral quality(00:19:48) Attracting the right audience(00:25:15) Challenges of attracting therapy clients(00:32:24) Creating a safe space for clients(00:36:36) Importance of visually appealing dataStrong Practice Leadership Often Looks Surprisingly PracticalOne thing I really appreciate about this conversation is the reminder that good leadership is not only about vision, warmth, or emotional attunement. It's also about creating reliable systems that help clients stay connected to care and help clinicians do their best work.That might mean normalizing recurring appointments, improving onboarding workflows, watching rebooking patterns, or noticing when a therapist on your team may need more support. Numbers will never tell the whole story of a practice, but they can help you ask better questions. And when you can ask better questions, you can respond to your business with more clarity, compassion, and confidence.About Linzy Bonham:Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, free workshops and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners.It all started when she saw her extremely skilled colleagues struggle with the money side of business. Some had even left private practice, or were avoiding starting one, because managing finances was just too stressful.So Linzy set out to support helpers and healers with developing peace of mind about their money. Since so many were never taught money skills, she focuses on the “how” of making the business side of private practice doable — and even super satisfying.Follow Linzy Bonham: About Page: https://moneyskillsfortherapists.com/aboutLinkedIn: https://www.linkedin.com/in/linzybonham/Instagram: https://www.instagram.com/moneyskillsfortherapists/About Tory Krone:Tory Krone is a licensed clinical therapist, group practice owner, and co-founder of PracticeVital. She has spent over a decade owning and operating Proactive Therapy, a multi-clinician group practice in Chicago, where she experienced firsthand the operational and financial complexities of running a sustainable therapy business.A graduate of Duke University and the University of Chicago, Tory brings both clinical depth and analytical rigor to her work with practice leaders. In 2023, after repeatedly encountering how difficult it was for practice owners to access clear, actionable data, she set out to solve the problem for herself—and for the field.What began as an internal dashboard for her own practice evolved into PracticeVital, the first automated analytics platform built specifically for therapy practices. Today, Tory helps over 500+ group practice owners move beyond guesswork, using data to make confident decisions that support growth, sustainability, and values-aligned leadership.Connect with Tory:If you're a group practice owner who feels busy but still unsure about how healthy your practice actually is, check out PracticeVital. It's a platform that gives practice leaders automated visibility into how their practice is performing—from overall practice health to clinician performance, client retention, and revenue trends across sessions and locations. You can learn more at www.practicevital.comEmail: tory@practicevital.comFacebook: https://www.facebook.com/share/g/17AeqeLPeV/Instagram: https://www.instagram.com/practicevital/

In this week's episode of the Push Pull Legs Podcast, Dan and Tom tackle the ultimate gym business summer survival guide. As the UK heatwaves hit, we reveal how elite online coaches and personal trainers can maximise client retention, level up their coaching programs, and out-skill the competition during the quieter... DULL summer months. We chat about the controversy surrounding the Enhanced Games, the reality of MAYBE ..." doping" in professional sports, and why every fitness enthusiast needs to understand the science of plyometrics. Plus, we debate CapCut's AI video editing tools for fitness content creators, rank the best bakery desserts, and expose Tom's absolute hatred for raisins. 0:00 Introduction and the Pastry Debate 2:22 UK Weather and Playing Golf 4:12 Dubrovnik Trip and the Champions League 7:19 Blind Ranking: Best Baked Goods 19:12 The Enhanced Games and Doping in Sports 28:02 Summer Coaching and Client Retention 35:07 AI in Video Editing and Troubleshooting 42:24 Ranking the Most Popular Coffee Orders 47:19 Recommendations and Closing Thoughts

Jennifer shares strategies for how to build client engagement in the first five sessions. Episode Show Notes: kayladas.com/episode170 Jennifer's Link Tree: https://linktr.ee/gratitudeandgrowthcounseling The Passive Practice Book (Canada): kayladas.com/the-passive-practice-canada The Passive Practice Book (US): kayladas.com/the-passive-practice-us American Clinical Supervisor Therapist Directory: americanclinicalsupervisor.com Canadian Clinical Supervision Therapist Directory: canadianclinicalsupervision.ca Credits & Disclaimers Music by Denis Pavlov Music from Pixabay The Designer Practice Podcast and Evaspare Inc. has an affiliate and/or sponsorship relationship for advertisements in our podcast episodes. We receive commission or monetary compensation, at no extra cost to you, when you use our promotional codes and/or check out advertisement links.

See what the team at The Successful Bookkeeper has on right now → If you've ever quoted a price, panicked at the silence, and then talked yourself into a discount before the prospect even responded — this episode is for you. In the finale of this two-part series, Natalia Zacharin, Founder and Principal of Zacharin Consulting, picks up where she left off: taking a firm from underpriced and overworked to a multi-million-dollar operation built on confident pricing, high-caliber hires, and fractional CFO services that change businesses from the inside out. Chapters [00:00] Cold open and episode intro [01:37] Non-negotiables and self-care [04:48] The hiring formula and pricing shift [08:00] Price it and zip it [11:00] Joining a mastermind, betting on herself [13:30] Building referrals and CFO services [17:30] What fractional CFO work really looks like [23:00] AI, pricing pressure, and quality [26:30] Hiring up and scaling out of production [29:00] Final advice and where to find Natalia The Moment She Stopped Underselling For a long time, Natalia was closing deals she immediately regretted. She'd set a minimum of $500 a month, get on the sales call, hit silence — and before the prospect could say a word, she'd already dropped the number. "I would get off the call and then be mad at myself because I did it again," she says. The fix was deceptively simple: state the price and stop talking. That uncomfortable pause exists for the client to process, ask questions, or push back — and it's not your job to fill it. Learning to sit in that silence was the turning point that finally gave her room to hire. The Hiring Formula Behind the Growth Natalia uses a straightforward formula: between $200,000 and $300,000 in gross revenue per employee. She was at $300,000 and wanted to hire — but the numbers said she needed to be closer to $500,000 first. So she raised her prices, created the margin, and then hired. Her early lesson: the first hire was underqualified, which meant she spent more time training than delegating. "Looking back, I should have hired someone with a lot more experience that was more expensive, maybe even a manager level." Hiring up — paying well, offering full benefits, building a team that can run without you — is the model she's stayed with ever since. Fractional CFO Services: Already Doing It for Free The expansion into fractional CFO work didn't start with a strategy — it started with Natalia noticing she was already answering CFO-level questions at the end of every bookkeeping sales call. Clients kept asking: how do I get more profitable? How much cash do I actually need? When should I hire? "If you're already giving advice, you're already doing that for free unless you're charging for it." She formalized those conversations into a monthly engagement built around projections, accountability, and the kind of honest focus that keeps business owners from avoiding the hard work that actually moves the needle. AI, Pricing Pressure, and Leaning the Right Direction With AI tools multiplying and overseas competitors undercutting on price, Natalia's response is deliberate: go the other direction. "Don't feel the pressure of constantly lowering your pricing. That's going in the wrong direction. You need to actually be even better." Her firm uses AI to work faster and more accurately, but every file is reviewed by an in-house controller regardless of client size. The value isn't in the tool — it's in the trained eye that knows where to look and what the numbers mean for that specific business. Scaling Yourself Out of the Business Getting out of day-to-day production takes longer than most people expect. Natalia spent four years trying to hand off payroll before she finally found a payroll-only specialist with decades of experience — not a generalist bookkeeper. The message for anyone building a firm: don't give up when a hire doesn't stick. Keep looking for the right person. "It took me four years to get out of payroll… I'd be on vacation, walking the beach, running someone's payroll on my phone because it kept coming back to me." The same patience applies to every role you want to transition out of. Links Mentioned Zacharin Consulting website: zacharynconsulting.com LinkedIn: Grow Your Bottom Line Instagram: Grow Your Bottom Line Pure Bookkeeping: purebookkeeping.com The Successful Bookkeeper resources: thesuccessfulbookkeeper.com About the Guest Natalia Zacharin is the Founder and Principal of Zacharin Consulting, a full-service bookkeeping and fractional CFO firm she built from the ground up as a single mother. Starting with cold LinkedIn outreach and clients at $75 a month, she scaled the firm to multi-million-dollar revenue by combining confident pricing, strategic hiring, and advisory services that help business owners understand and act on their numbers. She is based in the United States and serves clients across industries including logistics, IT, and professional services. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.

Most PTs think business intelligence is just tracking revenue. But that's not the case.Real business intelligence answers two questions: What's actually creating my results? And how do I use that to scale without adding hours?In this episode, I break down the two levels of business intelligence every PT business needs:Level 1: The Foundation The core metrics you must track to stop guessing what's working: people spoken to, leads generated, front-end offers sold, conversion rates, and client retention.Level 2: Intelligent Systems Once you know what's working, how to automate, systemise, and scale your best work without adding more hours or effort. This is where "high-profit, low-stress" becomes real.If you're new and building clients, start with Level 1. If you have traction, use Level 2 to spread your impact further.By the end, you'll know exactly where to focus first and why most PTs skip this step entirely.If you want to get started with using a system that helps tracking the 'Level 1' Business Intelligence data, head to the link below and download my Paid Pipeline Masterclass. It's helps make marketing, lead generation, and sales 10x easier...https://mattrobinsoncoaching.com/paidpipeline

I'd love to hear from you 'text the show'WelcomeWelcome back to Treat Your Business, the show for clinic owners who want real, honest advice and tried and tested ways of doing things. I'm Katie Bell, and this is the new era of bigger insights and bolder conversations to help you grow a clinic and a life you love. Let's dive in.Episode summaryWhat if you did not need more clients to grow? In this episode, I'm sharing why the fastest, simplest way to take your clinic to the next level is often not about adding more, but about getting 10% better at the things already happening inside your business.I talk through the compound effect of small improvements across three core areas: conversion, retention, and pricing. When you turn the dial up by just 10% in each of these, you can increase revenue and profit without spending more on marketing, hiring more staff, or chasing the next shiny strategy.This is a CEO level shift. Moving from guessing to leading, from reacting to deciding, and from being in the business to actually running it.Key takeawaysSmall improvements compound fast. A 10% lift in the right places can create a huge difference over a year.Conversion matters more than you think. If you're converting 70% of new patients into ongoing care, improving that to 80% can increase weekly sessions without spending another pound on marketing.Retention is where profit often lives. The real profit is rarely in session one. It is in sessions 2, 3, 4, 5, and beyond, when clients stay long enough to get results.Pricing increases do not need to be scary. Even a small increase, applied consistently across your client base, adds up quickly over 12 months.Most clinics do not have a lead problem, they have a leakage problem. Money comes in, then leaks out through poor follow up, weak rebooking, and missed reactivation. Fix the leak before you pour more in at the top.Systems beat goals. If you do not have a system for tracking and improving your numbers, you will keep hitting a ceiling, no matter how hard you work.Knowing your numbers is leadership. When you understand your numbers, you can do less, make better decisions, and feel more in control.ResourcesAtomic Habits by James ClearIf this episode has been a nudge to step out of the day to day and focus on what actually moves the needle, take it. For most clinics, that 10% is the difference between stress and control, between busy and profitable, and between feeling stuck and actually growing.Thanks for listening to the Treat Your Business podcast. Hit subscribe now and keep joining me for bigger insights and bolder conversations to help you build a clinic and a life you love.Treat Your Business podcast is proudly sponsored by MBST, the groundbreaking technology revolutionising recovery and rehabilitation. Offering a non-invasive, drug-free solution for musculoskeletal conditions and nerve injuries, MBST works at a cellular level to stimulate regeneration. Expand your services and deliver long-term patient improvements without increasing your workload.Learn more at mbstmedical.co.uk.  Resources & Links:Subscribe to our Channel on Youtube: https://www.youtube.com/@thrivebizcoach?sub_confirmation=1Website: https://Thrive-businesscoaching.com  

Send us Fan MailIn this episode, Yanique Grant sits down with Jimi Gibson, VP of Brand Communication at Thrive Internet Marketing Agency, to explore how AI is fundamentally changing business visibility online.Jimi shares insights from 20+ years in digital marketing and 70+ podcast appearances, discussing the critical shift from traditional SEO to AI Search Optimization (Answer Engine Optimization and Generative Engine Optimization).Learn why 60% of Google searches don't click through anymore, how to become visible to large language models like ChatGPT, Claude, and Gemini, and why personal branding is now mandatory for business growth in 2026. Discover what the future holds for AI agents, autonomous task management, and how to ensure your business doesn't get left behind.Key Topics:• From Magician to Marketing Strategist: Jimi's unexpected career path• The 60% Google search shift and what it means for your business• Traditional SEO vs. AI Search Optimization (AEO/GEO)• How to become visible to large language models• The future of AI agents and autonomous helpers• Why YouTube and LinkedIn are critical for AI visibility• The personal branding revolution: Why it's mandatory now• Featured books: Jonathan Livingston Seagull & I'm PossibleResources:Thrive Internet Marketing Agency: thrive-agency.comJimi on LinkedIn: Connect with Jimi for daily AI insights (posts Mon-Fri)Follow Navigating the Customer Experience:X (Twitter): @NavigatingCXFacebook: Navigating the Customer Experience CommunityWebsite: yaniquegrant.com

How will artificial intelligence transform the most human parts of wealth management? In this episode, we explore where technology meets empathy, and what the future looks like for financial professionals and their clients as AI adoption accelerates across the industry. Our guest, Carrie Nelson, is the founder of Atlas Point and a veteran leader with experience at Ernst & Young, Experian, and Edward Jones. Carrie shares her journey from big-firm consulting to building a platform that empowers advisors to navigate a rapidly changing landscape, with a focus on the coming great wealth transfer and the next generation of clients. Together, we discuss why human connection is still essential—even as AI creates new efficiencies—and how Atlas Point blends behavioral science and smart tools to bridge the gap. For anyone interested in the future of finance, entrepreneurship, or the emotional side of money, this is a must-listen episode filled with real-world stories and actionable insights.   To get the latest from Carrie Nelson, you can follow her below! https://www.linkedin.com/in/carrie-nelson-5377864/ https://www.theatlaspoint.com/   Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing! Website: www.marciadawood.com Do Good While Doing Well Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com And don't forget to follow us wherever you are! Apple Podcasts: https://pod.link/1586445642.apple Spotify: https://pod.link/1586445642.spotify LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/ Instagram: https://www.instagram.com/theangelnextdoorpodcast/ Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/ TikTok: https://www.tiktok.com/@marciadawood

A lot of coaches don't struggle because they lack knowledge. They struggle because they never fully implement the basics.In this episode, Kendra sits down with Angie Ruby to break down exactly how she went from zero clients to a full roster of 12. No complicated funnels. No massive audience. Just simple strategies executed consistently… and a willingness to move through the fear that keeps most people stuck.They unpack what actually moved the needle in Angie's business, from signing her first clients to refining her sales process, improving retention, and starting to think about scaling. You'll hear where she got in her own way, what she did differently inside HCA, and the small shifts that made a big impact fast.If you've been overthinking your next move, this episode will bring you back to what actually works.What We Cover in This EpisodeHow a Personal Health Crisis Turned Into a Coaching Business That Actually WorksThe Real Reason Most Coaches Stay Stuck After Certification (and How Angie Moved Past It)From 0 to 12 Clients: The Simple Client Acquisition Strategies That Worked FastWhen to Shift From 1:1 to Group Coaching (Without Losing Quality or Results)Fixing Client Drop-Off With a Smarter Retention and Recurring Revenue ModelThe Sales Mistake That Costs You Clients After the “Yes” (and How to Close Properly)Angie Ruby:Angie is a certified health coach and occupational therapist with nearly 30 years of clinical experience. After years of being dismissed by conventional medicine while quietly battling hormonal imbalances, thyroid dysfunction, leaky gut, rheumatoid arthritis, and chronic fatigue, Angie took her health into her own hands and found a path to healing through functional nutrition and holistic wellness. That personal transformation became the foundation of her business, Angie Ruby Wellness, where she created the Chronic Fatigue Solution program to help active women overcome fatigue and reclaim the energy to live the life they love. Angie is passionate about helping women skip the years of frustration she experienced and get back to doing the things that light them up, whether that's hiking, kayaking, or simply getting out of bed without dread. She combines her deep clinical background with real-life lived experience to guide her clients toward lasting, root-cause healing.WATCH ON YOUTUBELeave the podcast a 5-star review: https://ratethispodcast.com/wealthy 

Most PTs think the only way to scale is to add more 1:1 clients. Andrea Lea thought the same thing until burnout forced her to rethink everything.In this episode, Andrea shares her journey from coaching 'anyone and everyone' to building a thriving business around niche group training: women's weightlifting and mum's fitness classes.The result? She now works just two days a week, generates more revenue than ever, and has the work-life balance she actually wants.But here's the real insight: Andrea didn't just change her offer, she changed her pipeline. She built a structured pathway that moves people from interest to commitment, and that's what makes the whole system work.If you're stuck in the 1:1 grind, feeling like you're trading time for money with no end in sight, this episode will show you a completely different way to think about your business.Grab The Paid Pipeline Masterclass to learn the system: mattrobinsoncoaching.com/paidpipeline

Ashley Diana breaks down the exact retention system that turns one-time installs into predictable recurring income, from rebooking at checkout to luxury referral gifts. DM @missashleyhair on Instagram and visit richstylist.com. Message me on Instagram @missashleyhair Resources and Links: Become the Highest Paid Hair Extension Pro in Your City: https://richstylist.com Low-Investment, High Impact 90-Day Coaching Program: https://richstylist.com/level-up Bond Bootcamp 2026 (Live Training Event): https://richstylist.com/bond-bootcamp More Clients, Less Posting $27 Mini Course: https://richstylist.com/more-clients Launch Your Own Brand of Hair Extensions: https://richstylist.com/brand-launch The #1 Salon Software for Hair Pros: https://hairproappointments.com Daily Content Ideas and Trends for Hair Pros: https://contentcalendarforhairpros.com Boost Your SEO and Showcase Your Education: https://www.certifiedhairpro.com/ Shop Destination Hair Extensions (Luxury Hair): https://destinationhairextensions.com Offer Financing to Your Clients (Cherry): https://withcherry.com/partnerships/alex-king

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

Are you interested in working 1:1 with Katy? Book a Discovery Call: https://calendly.com/katyursta-info/30min Sign up for Private Coaching: https://boards.com/a/NkqW1.9etKLQ 

What you'll learn in this episode: ● How to turn one client into multiple transactions ● Why genuine connection is the most powerful marketing strategy ● The mindset shift that builds lifetime loyalty ● How to create low-cost, high-impact touchpoints ● Why contribution and consistency guarantee referrals    

From buying his first practice from a trusted friend to achieving 97% client retention when selling his own 700-client firm, Jerry Blakely shares the emotional strategies that make RIA practice transitions succeed when so many others fail. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with Jerry Blakely, a CFP and financial advisor with over 40 years of experience in the wealth management industry. Jerry has been on both sides of practice transitions and now consults RIA firms on helping selling advisors pass client relationships to buying advisors with maximum retention. WHAT YOU'LL LEARN In this episode, you'll discover why buying a practice means buying client relationships and what happens when those relationships fail to transfer. Jerry explains why selling advisors without clear exit timelines struggle to complete transitions, how a one-year in-office handoff with joint client meetings dramatically increases retention, and what he discovered when consulting practices that had never told their clients about the sale. You'll also learn why keeping key staff provides crucial continuity and how authentic storytelling creates the emotional anchors that keep clients from leaving. JERRY'S JOURNEY Jerry's first deal came through a close friend he met at Life Underwriters Association meetings. Gordon was older and ready to retire. They compared notes, realized they had extremely similar practices, and decided to use the same appraisal firm and even the same attorney. Everyone says not to do that, but the trust between two friends made the deal work. Gordon physically moved into Jerry's office for one year. They met personally with every single client together in what Jerry calls a "great big handoff routine." Most of those original clients were still with the practice when Jerry sold it himself ten years later. KEY INSIGHTS When you do a buy-sell agreement in wealth management, you're buying client relationships. If those relationships don't stick, you've bought a distressed asset and the buyer won't have money to pay the seller. Both parties have skin in the game to make the emotional transfer work. Having a targeted exit date changes everything. Jerry wanted to be out by age 70. He told clients directly, "Don't get mad at me, but I'm getting old." They understood because they were living similar life stages. Jerry's practice manager had been with him for 20 years and remained six more years after he sold. Clients who went through five different advisor changes stayed because they could still call the familiar person at the front desk. One advisor Jerry consulted couldn't tell clients she was retiring because she felt guilty about her success. Once she realized clients would celebrate her dream of building a cabin on a lake, she developed a script and moved forward within three weeks. Perfect for financial advisors planning succession, RIA firm owners acquiring practices, and any business leader where client retention drives enterprise value. FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/jerryblakely FOR MORE ON JERRY BLAKELY:https://www.cffp.edu/who-we-are/jerry-blakely FOR MORE ON COREY KUPFER: https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Episode Highlights with Timestamps:[00:12:28] - Introduction and Jerry Blakely's background as a CFP with 40+ years of experience [00:13:45] - What Jerry wanted to be as a kid and surrogate father figures in marching band[00:14:28] - First deal with Gordon and the trust-based approach to practice acquisition[00:17:04] - The one-year in-office transition with joint client meetings [00:18:12] - Getting hired as a consultant and discovering why other acquisitions struggled[00:27:44] - Why Jerry sold his practice and having a targeted exit date of age 70 [00:30:48] - Visiting offices where sellers had never told clients about the transition [00:35:05] - "Don't get mad at me, but I'm getting old" and authentic communication[00:37:24] - The 97% retention rate reveal [00:41:09] - The practice manager as anchor and why continuity matters [00:49:36] - The advisor who felt guilty about retiring [00:53:49] - The $5 million client whose father owned ski resorts [00:59:23] - What freedom means to Jerry Guest Bio:Jerry Blakely was a successful CFP and financial advisor for over 40 years. He bought practices and sold practices during that time, achieving approximately 97% client retention when he sold his own 700-client firm. He now consults RIA firms on helping selling advisors pass client relationships to buying advisors with maximum retention. Host Bio:Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. He is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description:Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From mergers and acquisitions to capital raising, joint ventures, and strategic alliances, this show discusses the full spectrum of deal-driven growth strategies. Related EpisodesEpisode 339 - Solocast 74: How G2 and G3 Advisors Impact M&A Outcomes in Wealth Management Episode 350 - Tom Dillon: Understanding Business Valuation and What Buyers Should Evaluate Keywords/Tags:RIA practice transition, client retention, financial advisor succession, wealth management M&A, practice acquisition, advisor transition consulting, exit planning, CFP succession, buy-sell agreement, advisor retirement, emotional anchoring, practice continuity

Most coaches don't realise they're trapped in The Fitness Matrix.They copy what everyone else is doing, chase the same tactics, and end up building a business (and service) that doesn't even fit who they are.In this episode, I'm joined by Tashan (Empower Movement & Wellbeing) to break down his journey in the industry and the practical principles he's used to build a coaching model that's more effective, more human, and far more sustainable than the “default” route most trainers take.This isn't a “gym owner” episode.It's a real-world example for any in-person PT or coach who wants to stand out, retain clients for longer, and create a service that people genuinely buy into, without needing to become a content machine or follow the usual guru blueprint.In this conversation, we cover:What it actually looks like to escape The Fitness Matrix as a coachThe difference between “looking like a coach” and coaching in a way that worksHow Tashan uses calisthenics to build confidence and progression for normal people (not just athletes)Making training feel like skill-building, not punishment (and why that drives retention)How to run sessions that are simple, structured, and high standards without overcomplicating programmingBuilding a community-led culture that makes clients feel like they belong (without forcing it)Why the best coaching businesses are designed around values + delivery, not hypeWhat coaches should steal from Tashan's approach, even if they never want a facility of their ownIf you've ever felt like the “standard” fitness industry path doesn't fit you… this episode will give you a better one.

Are your clients truly feeling valued beyond the work you deliver, or are they simply checking boxes with your agency? In this episode of The Agency Blueprint podcast, we challenge you as an agency owner to rethink client retention by focusing on the emotional experience you create. We discuss how genuine loyalty is forged through intentional, human-centered interactions that make clients feel seen, appreciated, and emotionally connected to your agency. Don't miss this episode to learn more about practical strategies for creating systems that encourage spontaneity and meaningful engagement. Key Questions: [00:55] How intentionally are you shaping the experience your clients have with you beyond deliverables? [05:26] When was the last time you made a client feel seen through a personal, unexpected gesture that wasn't tied to business? [15:29] What small, unexpected business gestures could you integrate to create delight for your client without increasing costs? [18:57] How can you systemize intentionality without making your interactions feel robotic or predictable? What You'll Discover: [01:13] A transformative excerpt from Unreasonable Hospitality, a moving story that reframes service as a chance to create emotional connection. [03:04] The idea that deliverables are the baseline and that real loyalty comes from connection, relationship, and emotional resonance. [04:11] Understanding what sets one agency apart from another is the experience clients have, not the quality of work alone. [05:02] How personalized gifts and meaningful gestures show clients they are truly seen and build deep trust. [06:36] The modern challenge of digital disconnection, making room for agencies to stand out through genuine human attention. [07:57] Generational differences in communication and why authentic, real-world connection feels increasingly refreshing and rare. [09:54] Stop sending generic, mass-produced gifts and replace them with deeper personalization that goes beyond branded merch. [11:25] Creative milestone-based gift ideas that show clients you pay attention to their lives, not just their KPIs. [13:19] How exceptional experiences create advocates who stay with you across roles and refer you across companies. [15:29] Business-focused surprise-and-delight ideas like bonus insights and proactive work that exceeds the scope. [16:49] The emotional psychology in the first 100 days and how to reduce client anxiety through thoughtful touchpoints. [18:57] How to operationalize intentionality without making it feel robotic, keeping the magic alive.

Today, I'm joined by Michael Chu — a five-time 7-figure founder who's built over $100M in sales by focusing on one thing: retention. He believes churn isn't a marketing problem, it's a transformation problem. If you don't change who your clients become, they won't stay. In this episode, we break down the identity shifts, expectation gaps, and retention frameworks that turn short-term customers into long-term profit. And stay to the end, because we also unpack why retention in the AI era won't be built on information, but on something far harder to replicate.    Key Takeaways (00:00) Intro (01:13) Who Is Actually Qualified to Coach Anybody? (03:57) Why Great Sales Reps Fail As Managers (07:28) Teaching to Learn vs. Teaching Once You've Learned (09:57) Will AI Kill the Coaching Industry? (13:24) How He Went from 2 Clients to $250K/Month with No Ads (21:17) The First 72 Hours That Determine Customer LTV (26:20) Why McDonald's Never Gets Chargebacks (31:53) The Somatic Session That Unlocked $100K Months (38:18) LTV Built on Transformation, Not Revenue (44:01) The Framework for Employee and Client Retention (46:27) Why Belonging Beats Curriculum in the AI Era (50:45) The Framework Behind Every Great Training   Watch on YouTube: https://youtu.be/eWbDOmSPHH8      Let's Connect: Website | Instagram | YouTube | TikTok | Twitter | Facebook

For years, conversion copywriting has been treated as the gold standard in marketing.If the landing page converts, the copy is working…right?But what if conversion isn't actually the most important metric anymore?In this episode, I'm sharing why the copywriting is no long only about getting the sale. It also needs to speak to the right clients who stay.Because if someone buys once and disappears, something in the marketing experience was misaligned.Values-First Marketing shifts the focus from quick conversions to long-term relationships. And messaging that reflects your values clearly helps the right people recognize themselves in your work.When that alignment exists, marketing becomes easier, trust builds faster, and clients stay longer.What You Can Expect In This Episode:Why conversion rates don't tell the full story about your marketingHow Values-First Marketing filters the right clients before the saleThe concept of trust velocity and why it matters now (no one is talking about this!)The difference between fear-based urgency and inherent urgency (and why it matters for your bottom line).Why copywriting isn't actually about convincing people.If your clients are giving you a headache, this episode will help you rethink what your messaging so that it brings in your best-fit clients that you love to serve!➡️ SHOW NOTES: Grab all the links and resources mentioned in this episode on the blog here!https://www.megankachigan.com/conversion-copywriting-retention-strategyFREE RESOURCE: Copy not converting? Increase your conversion rate in 5-minutes a day when you join my free 5-day challenge “Why Isn't This Converting?”CONNECT WITH MEGAN:Join My Inbox Community → www.megankachigan.com/email Website → www.megankachigan.comLinkedIn → https://www.linkedin.com/in/megan-kachigan-loehr-9957684b/Threads → https://www.threads.net/@megankachiganInstagram → https://www.instagram.com/megankachigan/Join the Why Isn't This Converting?" Free 5-Day challenge to get more clients from your copy by clicking here!Know exactly what to fix in your copywriting with this "Why Isn't This Converting?" Free 5-Day Challenge. You'll get bite-sized email prompts where you'll apply one simple, high-impact fix in just minutes to make your content convert without having to re-write everything or constantly guess at what's going to work.

One of the biggest mistakes coaches make is thinking that they can scale their business simply from watching and mimicking their favorite coach instead of actually hiring them and learning from them.When you do this, you miss out on everything that goes on behind the scenes - which is the work that actually builds a successful business.One of those pieces you're missing is selling clients in the back end of your business, ie. client retention.Client retention and repeat buyers are one of the biggest sources of income for business owners (accounting for 50-80% of most businesses!).In today's episode I am going to break down what client retention looks like (the different types), the 5 steps to increasing client retention in your business, and why it is so important for all businesses to prioritize.Want to connect?Let's connect on Instagram! Send me a message @bossladyhailey - I'd love to chat with you!Want to work with me directly without a huge time commitment (or huge financial commitment)? ⁠Join The Business Mama INSIDER membership!⁠Ready to go ALL freaking in on scaling a business that truly supports your life as a mom? ⁠Apply to join us inside of The Joyful MAMA Coach!

This week I signed $35K in private coaching.And none of it came from some groundbreaking new strategy. It came from the invisible work. The boring stuff nobody posts about on Instagram because it won't get likes.In this episode, I'm breaking down what actually makes you money as a coach - the unsexy backend work that keeps revenue consistent and predictable instead of chaotic and stressful.If you're always chasing new eyeballs and ignoring what's already right in front of you, this one's for you.

Episode Summary In this episode of Business Coaching Secrets, Karl Bryan and Rode Dog dive into high-performance strategies for business coaches—drawing lessons from Olympic athletes, the psychology of winning, the keys to building (and keeping) momentum, and the art of leveraging staff, referrals, and advertising for exponential business growth. Packed with practical frameworks, real-life stories, and Karl's signature analogies (from roller hockey to dolphins), the episode reveals why elite coaches and businesses succeed—and how listeners can replicate their approach for long-term results. Key Topics Covered The Psychology of Olympic-Level Success Karl Bryan unpacks how the athlete's journey mirrors that of the ambitious business owner or coach—both must manage mindset at the beginning, middle, and end of their journeys. Lessons are drawn from Olympic stories, including Lindsey Vonn's career, transitions, and the psychological challenge of what happens "after the medal." Momentum: How to Build It and Never Lose It Elite performers hit the gas pedal after success, not before. Signing a client? Double down and sign another instead of celebrating too long. Karl shares why consistency outpaces one-time effort, and actionable habits for coaches to lock success rhythms in. Staffing and Leverage for Big Results Big goals require teams—not solo grinds. Karl explains the value of hiring "first-round draft picks" and why one A-player can outperform five mediocre hires. Firmness, not harshness: How to foster high standards and resolve staff conflict with presence, empathy, and accountability. The Power of "Selling Through, Not To" (Joint Ventures) Deep dive into referral and JV strategies: Why working with partners like accountants, business brokers, and promotional companies can 10x (or 50x) your business. Step-by-step: How to structure win-win "test drive" arrangements to gain referrals and scale with minimal cold outreach. Advertising: Shortcut to Growth or Costly Trap? Karl distinguishes between rushed, ineffective "hope" ads and smart, operating-system-led campaigns. Why many business owners should fix their system first, then advertise, and how to teach clients this discipline. Consistency and Demonstrating What You Want to Attract Building disciplined, consistent habits (like daily emails, weekly events) attracts committed, disciplined clients and JV partners over time. Notable Quotes "The elite hit the gas pedal after success. The non-elite celebrate too long." "You have to fall in love with the process, not the destination… If you hit the goal, and you don't have another, you fall backwards." "Don't do your best. Do what it takes." "Your biggest accomplishments will come through other people." "Advertising to profit is a superpower… but it's not a shortcut. You need an operating system first." "Hire slow, fire fast… The one who gets the best player wins the trade." "Demonstrate it, then you'll attract it—discipline is magnetic." Actionable Takeaways Always Set the Next Target: After you land a win—a new client, a successful event, or a JV, don't pause to celebrate. Immediately schedule and line up the next one to keep momentum compounding. Book Events in Batches: If live events work for you, don't book one—book ten at a time. This creates ongoing pressure and forward motion. Hire for Excellence: Treat each team addition as a draft pick. One top performer can be worth a handful of mediocre staff. Cultivate excellence and resolve conflict with empathy, not harshness. Initiate JV 'Test Drives': Approach JV partners (accountants, brokers, ad reps) by solving their biggest pain points—run a no-risk "test drive" for 3 clients and let your results sell you. Don't Rush Advertising: Before running ads, ensure the "operating system" of your business (or client's business) is air-tight—cost control, clarity of offer, and ability to handle leads. Leverage Proximity Marketing: Use lawn signs, "Good Neighbor Programs," and hyper-local advertising for service businesses—it's often the cheapest, most effective form of ad spend. Serve and Demonstrate Consistently: Showing up every week, delivering value, and embodying discipline/consistency will magnetize your ideal business partners and clients. Resources Mentioned Profit Acceleration Software 2.0 (by Karl Bryan)—business coaching's premier toolkit to help maximize client results and command high fees. Focused.com—Daily emails, coaching frameworks, and software demos for business coaches. The Six-Figure Coach Magazine—Karl's free magazine for business coaches. Networking/JV Sources: Target accountants, business brokers, advertising sales reps, and promotional companies for high-value partnerships. Good Neighbor Program: Local marketing system for service pros.

In this episode, I recap the second day of Field of Dreams and focus specifically on what I believe is one of the most crucial — and often overlooked — aspects of our work: engaging parents. We know CCPT works. We know the research supports it. But none of that matters if families drop out before the process has time to unfold. Attrition rates in CCPT are high, and most parents leave before the seventh session. That reality forces us to look inward. If parents are anxious, pushy, resistant, or distant, that is not simply a "difficult parent" problem — it's often a breakdown in how we are building trust. I walk through two core frameworks: the Therapist Trust Triad and the Parent Partnership Pathway. The Trust Triad challenges us to evaluate ourselves in three domains — internal regulation, external clarity, and relational positioning — and to identify where our own breakdown may be occurring. The Parent Partnership Pathway reminds us that understanding and buy-in develop slowly over time. Parents in crisis cannot absorb everything about CCPT all at once. Engagement must be intentional, paced, and strategic. It's not about talking more or explaining more — it's about building trust in a way that allows families to stay long enough for the model to work. The Field of Dreams training is now available on demand. You can get more information at playtherapynow.com. If you've ever wondered where you truly are developmentally in the model — and what it would take to move toward genuine mastery — this framework gives you the path. When we build depth before height, the entire field changes. PlayTherapyNow.com is my HUB for everything I do! playtherapynow.com. Sign up for my email newsletter, stay ahead with the latest CCPT CEU courses, personalized coaching opportunities and other opportunities you need to thrive in your CCPT practice. If you click one link in these show notes, this is the one to click! Topical Playlists! All of the podcasts are now grouped into topical playlists on YouTube. Please go to https://www.youtube.com/kidcounselorbrenna/playlists to view them. If you would like to ask me questions directly, check out www.ccptcollective.com, where I host two weekly Zoom calls filled with advanced CCPT case studies and session reviews, as well as member Q&A. You can take advantage of the two-week free trial to see if the CCPT Collective is right for you. Ask Me Questions: Call ‪(813) 812-5525‬, or email: brenna@thekidcounselor.com Brenna's CCPT Hub: https://www.playtherapynow.com CCPT Collective (online community exclusively for CCPTs): https://www.ccptcollective.com Podcast HQ: https://www.playtherapypodcast.com APT Approved Play Therapy CE courses: https://childcenteredtraining.com Facebook: https://facebook.com/playtherapypodcast Common References: Cochran, N., Nordling, W., & Cochran, J. (2010). Child-Centered Play Therapy (1st ed.). Wiley. VanFleet, R., Sywulak, A. E., & Sniscak, C. C. (2010). Child-centered play therapy. Guilford Press. Landreth, G.L. (2023). Play Therapy: The Art of the Relationship (4th ed.). Routledge. Landreth, G.L., & Bratton, S.C. (2019). Child-Parent Relationship Therapy (CPRT): An Evidence-Based 10-Session Filial Therapy Model (2nd ed.). Routledge. https://doi.org/10.4324/9781315537948 Benedict, Helen. Themes in Play Therapy. Used with permission to Heartland Play Therapy Institute.

Are you tracking the right numbers in your business, or just the ones that make you feel better? In this episode, we break down the critical difference between churn and net growth and why confusing the two can quietly destroy your momentum. If you are a business owner, entrepreneur, franchise operator, contractor, or W2 earner responsible for data and performance, this conversation will challenge how you measure success. We dive into key performance indicators, client retention, recurring revenue, profit, cash flow, and return on net worth, and explain why focusing only on revenue or new leads can hide serious problems inside your business. If you want to scale sustainably, increase monthly recurring revenue, improve client experience, and make smarter decisions with your numbers, this episode will help you audit your KPI scorecard and refocus on what actually drives long term growth and financial freedom. Join the Tactical Empire Network on SKOOL for FREE!

In this episode of the Successful Stylist Academy podcast, Ambrosia Carey dives into the real challenges beauty professionals face with social media marketing and the pressure to constantly create content. She explores the psychological burden of social media, how marketing psychology affects decision-making, and why relying solely on Instagram or TikTok can create instability in your beauty business. Ambrosia shares practical marketing strategies for sustainable business growth, emphasizing client retention, referral systems, and Google reviews as foundational drivers of salon success. She challenges listeners to rethink their approach to marketing and consider whether their business could thrive without social media dominating their strategy. If you're a stylist or salon owner looking to build a more grounded and profitable beauty business, this conversation will shift your perspective. Get 2 months of GlossGenius Gold or Platnium for FREE with code SUCCESSFUL: http://glossgenius.com/successfulstylist Enjoy our Marketing Guide Freebie: https://small-kiwi-98108.myflodesk.com/ke6k90nlq2 Join the SSA LAB Membership Waitlist here: https://small-kiwi-98108.myflodesk.com/gnfbcgfrjq Key Takeaways: 1. If social media disappeared tomorrow, would your beauty business still grow? 2. Many beauty professionals feel overwhelmed by the constant pressure of social media marketing. 3. Client referrals account for 62% of new clients, making relationship building essential. 4. Google reviews significantly impact client bookings and salon visibility. 5. Focusing on client retention creates more sustainable business growth than chasing new followers. 6. Social media should complement your marketing strategy, not control it. 7. Authentic content builds stronger engagement than perfection-driven posting. 8. Collaborative efforts and community support expand your reach without algorithm pressure. 9. Tracking key business metrics helps beauty professionals make informed decisions. 10. Long-term salon success comes from systems, referrals, and meaningful client relationships. Take 15% off our favorite skincare line, Pharmagel with code SSA15: https://pharmagel.net/?ref=SSA15 Find us on Instagram for more buisness tips: https://www.instagram.com/successfulstylistacademy/ If you prefer video: https://youtube.com/@successfulstylist?si=-GLeHybcbHMmkq0t  

Client retention rates reveal more about SEO agency quality than rankings or awards. This episode examines what keeps businesses working with their SEO partners long-term and the warning signs that predict disappointing results. ASTOUNDZ SEO City: Houston Address: 4501 Brookwoods Dr. Website: https://astoundz.com/ Phone: +1 713 904 5001 Email: partners@astoundz.com

Send us a textAaron Parkinson (CEO of Seven Mile Media) sits down with Eric Oberembt in Grand Cayman to talk leadership, scaling, marketing that actually works, and the hard truth about clients, entitlement, and making money.This episode goes straight at the fake guru economy, why Aaron fired 80% of his clients in one day, and the simple “manufacturing fame” strategy that puts you top-of-mind in your market for $1/day. If you're in roofing, trades, or any service business, this is your playbook.Sponsor: SMA Support ServicesListen to this episode on other podcast platforms: Spotify: https://tinyurl.com/BeAuthenticSpotifyGoogle Podcast: https://tinyurl.com/BeAuthenticGooglePodcastApple Podcast: https://tinyurl.com/BeAuthenticApplePodcastAmazon Music: https://tinyurl.com/BeAuthenticAmazonMusic Connect with "Be Authentic or GTFO" on social media:Facebook: https://www.facebook.com/beauthenticorGTFOInstagram: https://www.instagram.com/beauthenticorGTFOWebsite: https://beauthenticorgtfo.com Follow Podcast Host Eric Oberembt on social media:Facebook: https://www.facebook.com/ericoberembtInstagram: https://www.instagram.com/ericoberembt

Send us a textWhat does it actually take for a PMU artist to leave a booming city, rebuild from scratch, and build a loyal clientele across state lines?

Recalibration, Pricing, and Passion with Scott Kogos | UrbanDigs Today, Noah and John sit down with veteran broker Scott Kogos, a 30-year real estate pro over at Howard Hanna NYC with deep roots in Chelsea and a hyper-local perspective on the Manhattan and Brooklyn markets. Scott shares sharp insights on a "recalibrated" market, why under-$2M buyers are making moves again, and how rising rents are pushing renters into ownership. He emphasizes the power of pricing, the value of being prepared, and the importance of building trust through systems and authenticity. With his signature bowler hat, a deep Rolodex, and a gift for connection, Scott shows how relationships, community, and intentional service drive results in any market. Recommended! ==================================== ✅ Stay Connected With Us:

If your business feels like it's working but still harder than it should, the problem may not be your marketing. It may be that your client journey is unfinished. In this final episode of the Client Journey series, Lori Lyons walks through a real client case study to show how even successful businesses quietly leak revenue, confidence, and energy when clients finish and disappear. You'll meet Deb, a highly experienced health coach earning solid income but constantly feeling like she had to start over. By breaking down each stage of Deb's client journey, from discovery through referral, Lori reveals where retention breaks down and how small, intentional shifts can stabilize revenue without adding more work. This episode is about clarity, not hustle. You'll learn why retention matters more than reach, how to design a journey that naturally leads clients forward, and how a finished client journey creates steadier growth and more freedom for midlife business owners. What You'll Learn Retention matters more than reach. A finished client journey stabilizes revenue faster than more visibility ever will. Results without context feel final. Clients continue when they understand the next phase before the current one ends. Most businesses aren't broken. They're unfinished. Fixing the journey is often simpler than adding more marketing.   Schedule your Profitable Path Blueprint call.  If you're considering working together and want to see if it's a fit, book a Profitable Path Blueprint Call. It's a simple, no-pressure conversation to decide whether working together makes sense.  Resources: Click HERE to receive your free gift - Get Clients to Say "YES!" The Ultimate Social Proof Checklist Every Business Needs to Build Trust and Boost Sales Join Lori's private Facebook group - The Midlife Business Academy. A Facebook group for The Typewriter Generation!  A community to share business growth strategies that work for us! Join now!   Connect with Lori Follow me on social media - grab other free resources of book a call - it's all right here!

In this episode of the TPR podcast, Matthew Jarvis and Shelby Nicholl discuss the complexities and considerations involved in transitioning to a Registered Investment Advisor (RIA) model. They explore the realistic timeframes for making the move, the importance of due diligence, and the various options available, including RIA platforms. Shelby emphasizes the significance of proper messaging and client retention during the transition, as well as the necessity of compliance and the benefits of hiring a compliance consultant. The conversation also highlights the RIA Launch Accelerator program, designed to assist advisors in navigating the transition process effectively. Client Retention Strategies With Shelby Nicholl [Episode 345] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Shelby Nichol: Website | LinkedIn - Learn More about our Coaching Programs

What you'll learn in this episode:● How to turn one client into multiple transactions● Why genuine connection is the most powerful marketing strategy● The mindset shift that builds lifetime loyalty● How to create low-cost, high-impact touchpoints● Why contribution and consistency guarantee referrals   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

In this episode, Ray Sclafani dives into the concept of transfers of trust and how advisory firms can design client confidence beyond a single advisor. As firms scale, trust often remains concentrated around the founder or lead advisor, creating fragility and limiting growth. Ray explains how high-performing teams transition to shared advisory models, where multiple advisors and specialists collectively deliver advice, creating enduring client confidence, stability, and enterprise value.You'll learn practical strategies to expand trust externally to clients, introduce advisors effectively, and build a team-centered approach that strengthens relationships and supports long-term growth.Key Takeaways Trust often concentrates around one advisor, which can make growth fragile.External transfers of trust occur when clients expand confidence from one advisor to the broader team.Internal transfers of trust involve founders delegating authority, credibility, and leadership to the next generation.Shared advisory models create client experiences that feel stable and enduring, rather than dependent on one person.Designing trust intentionally improves client retention, referrals, and long-term firm stability.Questions Financial Advisors Often AskQ: What is a transfer of trust? A: Transfers of trust describe the process of moving client confidence from a single advisor to the broader advisory team. It ensures the client experiences multiple advisors as capable, credible, and worthy of trust.Q: Why is it important to transfer trust beyond the lead advisor? A: When trust is concentrated with one person, the firm is vulnerable. Expanding trust to the team creates stability, scale, and endurance, ensuring clients continue to feel supported even if the lead advisor is unavailable.Q: How do high-performing advisory teams expand trust? A: They operate as interdependent ensembles, with distinct roles such as lead advisor, planning specialist, investment partner, and relationship manager. Each advisor contributes advice and expertise, allowing clients to experience the team's credibility collectively.Q: How can advisors identify which clients need more exposure to the team? A: Advisors can categorize clients into advocates, engaged clients, and at-risk clients. Advocates can help reinforce the team's credibility, engaged clients adapt naturally to new advisors, and at-risk clients may need more time and attention for trust to expand.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.

Send us a textSlow seasons happen in every industry, and the salon industry is no exception. But while slow periods are predictable, panic is optional.In this episode, we talk about why seasonal slowdowns shouldn't feel shocking, why reacting emotionally makes things worse, and how both salon owners and stylists can prepare ahead of time instead of scrambling at the last minute. We break down the difference between panic and passivity, why discounting usually backfires, and how to build systems that keep your business steady year after year.We also share practical ways to use slow seasons productively: tightening systems, improving consultations, planning financially, strengthening client relationships, and maintaining strong team morale. Slow doesn't mean broken; it means you have information, time, and opportunity to improve your business.Your business should serve you, so that you can serve others.Slow seasons don't have to derail you — they can actually make your business stronger.Key TakeawaysSlow seasons are predictable patterns, not sudden failures.Panic and passivity are both reactive — leadership is proactive.Data and year-over-year numbers matter more than feelings.Planning removes stress when business slows.Discounts attract price-first clients, not loyal ones.Strong consultations and rebooking conversations drive stability.Marketing works when it's consistent, not reactive.Slow periods are ideal for systems, training, and leadership work.Small experience upgrades build massive client loyalty.Panic is optional — preparation is powerful.Time Stamps00:00 — Welcome + holiday context 02:00 — Jen's opening take: systems fail (even trash bags) 05:00 — Todd's opening take: gratitude, perspective, slowing down 07:00 — Slow seasons are patterns, not emergencies 09:00 — Panic vs passivity (and why neither works) 11:00 — Seasonality, weather, and predictable slowdowns 13:00 — Why confirmation bias online keeps owners stuck 15:00 — What salon owners can work on during slow periods 18:00 — Budgeting, staffing, reserves, and planning ahead 21:00 — Marketing consistency vs last-minute scrambling 23:00 — Opportunities hidden inside open schedule space 25:00 — What stylists can do to prepare before slow seasons 27:00 — Rebooking conversations that actually work 29:00 — Retention, education, referrals, and visibility 31:00 — Executing during slow seasons without panicking 33:00 — Leadership, morale, and coaching during downtime 35:00 — Social media is not a panic button 37:00 — Why discounting hurts more than it helps 41:00 — Client experience upgrades that don't involve discounts 44:00 — Small details that create loyalty 46:00 — Final thoughts: plan, embrace, panic is optionalLinks and Stuff:Our Newsletter Mentoring InquiriesFind more of our things:InstagramHello Hair Pro Website

Growing a pool service business comes down to clear choices and honest math: buy a route, build organically, or blend both. Each path has tradeoffs in cash, time, and risk. Buying through a trusted broker can deliver instant revenue and a safety net, but it requires real capital and commitment. Building through ads and local outreach can be cheaper per account, but it demands relentless effort and tight tracking. The right choice depends on your market's competition, your cash access, and how quickly you need dependable monthly revenue.Route purchases can be a smart investment when you treat them like an asset, not a gamble. Most brokered routes trade near 12 times monthly billing, which implies a one-year payback if retention holds. You're not waiting a year to see money—cash flow starts day one—but mentally assigning that revenue to repay the purchase keeps you disciplined. Brokers add value with short safety periods and seller training, which matters when some sellers vanish after closing. If you finance with a home equity line of credit, understand you're “all in.” Buying a partial route can de-risk your entry, letting you learn which pools to keep, which to swap, and how to manage density without overextending.We share a practical roadmap to grow a pool service business with real numbers, clear tradeoffs, and field-tested plays. From buying a partial route to building a referral engine and partnering with builders, we map the paths that scale without wasting cash.• when buying a route makes sense and why broker safety nets matter• financing realities, payback math, and retention risks• organic growth via Google Ads, Yelp, HomeAdvisor, and Thumbtack• door hangers and targeted mailers that lower cost per account• market differences that favor partial route purchases• referral rewards that convert and sustain growth• builder partnerships and NPC startup methods for easy wins• simple metrics for route density, churn, and marginsJoin the pool guy coaching program. Get expert advice, business tiSend us a textSupport the Pool Guy Podcast Show Sponsors! HASA https://bit.ly/HASAThe Bottom Feeder. Save $100 with Code: DVB100https://store.thebottomfeeder.com/Try Skimmer FREE for 30 days:https://getskimmer.com/poolguy Get UPA Liability Insurance $64 a month! https://forms.gle/F9YoTWNQ8WnvT4QBAPool Guy Coaching: https://bit.ly/40wFE6y

Dec. 10, 2025 In this episode, host Pete Neubig speaks with Nik Boone, founder, broker and owner of Ascend Property Management, about his journey building a successful firm that manages over 1,500 doors. Nik shares how he went from an 18-year-old pre-med student who didn't know how to rent a house to owning a large property management company. The discussion covers the foundational days of his business, including how he converted a single investor into a client who eventually bought 100 houses and remains a customer and mentor. Nik highlights his firm's differentiator: creating a "stress-free" and "all-in-one-stop-shop" client experience, which integrates services from deal finding and leasing to managing, construction, and maintenance, thereby reducing client churn.

Are you exhausted from constantly chasing new clients on Instagram, TikTok, and referral apps, but not seeing your income reflect how hard you work behind the chair? In this episode, Ambrosia Carey breaks down the data-backed 5% client retention rule and shows you how a tiny improvement in retention can boost your salon revenue by 25–95% without adding more days, longer hours, or triple-booking chaos. If you're a hairstylist, colorist, booth renter, or salon owner who wants to build a sustainable, freedom-based beauty business, this conversation walks you through the difference between client acquisition and client retention, why social media can't be your only growth strategy, and how top-performing salons retain more first-time guests and turn them into loyal, high-value clients. You'll learn simple, repeatable systems you can plug into your existing booking software to stabilize your income, pre-book smarter, and create a client experience that feels elevated, personal, and totally on-brand. If you've been craving a clear roadmap to become the go-to stylist in your market, increase your rebook rate, and build a waitlist-worthy beauty business, this episode is for you. Watch our FREE Profit Maker Webinar Replay HERE: https://small-kiwi-98108.myflodesk.com/ao7u0l0qzq   Enjoy our Marketing Guide Freebie HERE: https://small-kiwi-98108.myflodesk.com/ke6k90nlq2 Share your experience and leave us a review HERE: https://podcasts.apple.com/us/podcast/successful-stylist-academy/id1584273127 Key Takeaways 1. A small 5% increase in client retention can raise your profitability by 25–95%, making retention one of the most powerful levers for growing your salon income without adding more hours behind the chair. 2. Top-performing salons rely on new clients for only about 10% of their total revenue; the rest comes from returning guests who pre-book, buy retail, say yes to add-ons, and refer friends, because the experience is consistent and predictable. 3. Client acquisition (CAC) is expensive in both money and energy: think content creation, DMs, inquiries, and ad spend, while a retained client costs virtually zero to reacquire and is far easier to serve at a higher level. 4. Retention is not about perfection; it's about a repeatable client journey: clear consultation, simple at-home routines, a strong checkout process, and an agreed-upon maintenance schedule that protects your client's hair and your time. 5. A simple three-touch system: post-visit check-in, midpoint reminder, and pre-book or follow-up nudge, can dramatically reduce ghosting, extend the lifetime value of each guest, and make your income more stable month after month. 6. Low pre-booking rates and stretched-out maintenance cycles are not marketing problems, they're communication problems; tightening how you talk about timing, pricing, and future appointments can quickly improve your retention numbers. 7. You don't need "more clients" to grow; you need to deepen the relationship with 80–120 ideal clients who feel seen, cared for, and excited to come back. Freeing up your calendar and nervous system so you can pursue education, brand partnerships, or salon ownership without burning out. 8. By focusing on one improvement (like pre-booking, consultation, or checkout) and tracking one number for 90 days, you can increase your retention by 15% and build a more profitable, sustainable, and freedom-based beauty business. For more tips, find us on Instagram Subscribe on YouTube for updates Take 15% off our favorite skincare line, Pharmagel with code SSA15: https://pharmagel.net/?ref=SSA15      

Ready to grow your clientele & revenue? Download "The 20 Client Generators" PDF now and get instant access to strategies that will fill your calendar with potential clients. No complicated tech, no lengthy processes—just real strategies that work. https://info.patrigsby.com/20-client-generators Do you want to stop chasing leads and start attracting them instead? Get Instant Access To The Weekly Client Machine For Just $5.00! https://patrigsby.com/weeklyclientmachine Get Your FREE Copy of Pat's Fitness Entrepreneur Handbook! https://patrigsby.com/feh  --- The Truth About Retention: Building Strong Client Relationships In today's episode, Pat discusses the critical role of retention in business, particularly from his experience as a college baseball coach and business coach. He explains that retention is less about tethering clients to you and more about building strong connections through relationships and delivering results. Pat emphasizes that life circumstances may cause clients to pause their memberships, but maintaining a positive relationship ensures they are more likely to return. He advocates for prioritizing relationships and results over unbroken memberships to create long-term client loyalty and successful retention. 00:00 Introduction to Retention 00:11 Personal Experience with Retention 01:16 The Foundation of Retention: Relationships and Results 01:42 Client Lifetime Value vs. Unbroken Membership 02:15 Adapting to Changing Circumstances 03:10 Maintaining Long-Term Connections 05:14 Conclusion: Focus on Relationships and Results

I'm sharing the replay of my recent Live Q&A session where we dug into all things client retention, communication, and keeping your web design business running smoothly… even when outages hit or the unexpected happens.You'll hear me break down some of the same strategies I taught at the recent Circle Summit — including how to set boundaries, create repeatable touchpoints, and turn one-time clients into long-term fans.And since we're heading into Black Friday, I also walk through this year's Web Designer Pro® deals, including some really solid bonuses to help you level up going into 2025.We cover:personal welcome videos that set the tonelaunch packs that turn go-live into referrals30-day post-launch buffers to reduce scope creepmonthly reports to stay top-of-mindA/B/C client segmentation for holiday outreachthe “website is never finished” mindsetSOS plans for Squarespace and Webflow clientscalm scripts for handling outages + tough conversationsshifting from designer → strategistwhat's new with Divi 5security basics and support plansBlack Friday offers worth sharing

In this episode, we break down the real reason most online coaches struggle to retain clients and why retention has been the backbone of our business for over five years straight. We're diving deep into: How to paint a vision so clear your clients immediately buy into a long term transformation Why expectation setting is the #1 cause of client success or burnout The art of tying today's actions to tomorrow's identity How embodiment shapes retention more than any script or check-in prompt Why clients stay for YEARS when your coaching helps them become someone they've never been before This episode is packed with practical coaching psychology, lived experience, and the exact frameworks we use to keep clients engaged, excited, and consistently winning. If you want to build a business that doesn't feel like a revolving door… If you want a community that practically runs itself… If you want clients who stay because they want to, not because they feel stuck… This is your episode. Listen in and let's build a coaching business that grows because your clients don't want to leave.   Follow Us: Chad: https://instagram.com/chadmorganfit Beyond Built: https://instagram.com/beyondbuilttraining Apply for Coaching: https://beyondbuilttraining.com

Are you aware that client retention is not just about doing great work or delivering projects on time? While those are the basics, real loyalty comes from how clients feel when working with your agency. In this episode of The Agency Blueprint podcast, I share practical strategies for agency owners who want to intentionally build relationships that surprise, delight, and strengthen loyalty. I also explain how personal touches, thoughtful gestures, and genuine human connections separate thriving agencies from those struggling with churn.Don't miss this episode to learn how little, meaningful moments can build emotional equity and transform business relationships into trusted, long-term collaborations.Key Questions:[01:15] Do your clients feel truly seen, heard, and appreciated, or do they just see you as another vendor?[05:56] Are you taking the time to surprise clients with personal gestures that actually matter?[11:35] What small, unexpected “surprise and delight” moments could you add to strengthen client loyalty right now?What You'll Discover: [01:15] Why great work is expected, but true loyalty comes from making clients feel seen, heard, and valued.[02:36] How agency owners often get pulled back into client work to save accounts when teams can't maintain those relationships.[03:50] A story of an agency that built such strong relationships that their client work became award-winning.[04:50] Why creative professionals produce their best work when they genuinely enjoy their client relationships.[05:56] The importance of focusing on personal, thoughtful gestures that show clients they're valued instead of generic gifts. [08:54] How to create personalized gifts tied to client interests, milestones, or inside jokes.[11:35] Why building emotional equity makes clients more forgiving when small mistakes or delays occur.[12:28] How to create SOPs for consistent relationship-building while keeping room for spontaneity and personalization.

Earmark Media Presents a bonus episode of Earmark Podcast: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.Meet Our GuestsRyan 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.coNeed CPE?Get CPE for this episode: https://earmark.app/c/2866Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

What you'll learn in this episode: ● How to turn one client into multiple transactions● Why genuine connection is the most powerful marketing strategy● The mindset shift that builds lifetime loyalty● How to create low-cost, high-impact touchpoints● Why contribution and consistency guarantee referrals 

Unlock the secret to lasting gym success! In this episode, we dive into the “silent killer” of the fitness industry—client attrition. Learn why retaining members is more important than chasing new leads, discover a proven five-step retention playbook, and get actionable strategies to strengthen your fitness community, boost member loyalty, and build a gym business you love.Join us at Underground Strength Con 3.0 for two days of world-class coaching, business systems, networking, and fun! Click the link below to lock in your spot.https://undergroundstrengthcon.com

Learn how to Master Client Retention with Predictive Analytics Instead of Guesswork Things about client retention that most entrepreneurs get wrong: they're flying blind until it's too late. In this game-changing episode, I sit down with our Director of Community, Walker Renfrow, to pull back the curtain on the client retention strategies we've developed through real-world testing, data analysis, and relentless innovation. We're not talking about the same tired advice you'll find everywhere else—this is about moving from reactive churn management to predictive retention analytics that tell you there's a problem before your clients even know they're unhappy. If you're selling into a leaky bucket and wondering why your MRR isn't growing the way it should, this conversation is going to change everything. Walker Renfrow is one of those rare talents who wears many hats and excels at all of them. As our Director of Community at Predictable Profits, Walker has become a catalyst for growth—constantly innovating, solving problems in unique ways, and creating client experiences that don't just retain customers, they turn them into raving fans. With his background in entrepreneurship and experience across manufacturing, construction, and business coaching, Walker brings a creative, data-driven approach to retention that you won't find in any textbook. He's an artist in both his personal life as a singer and in his professional world, looking at challenges from angles most people never consider. KEY TAKEAWAYS: Selling into a leaky bucket caps your MRR—retention is just as critical as sales for growth. NPS surveys alone won't cut it—low response rates and shallow data won't move the retention needle. Your team can't give accurate client health assessments—their incentives are misaligned to paint rosy pictures. Quarterly interviews by a third party (not the account manager) get you the honest feedback that drives real change. Relationships + Results = Retention—most businesses focus only on results and ignore relationships entirely. Use red/yellow/green client scoring: 75% green, 20% yellow, 5% red—zero red means you're lying to yourself. Track behavioral metrics (attendance, implementation, engagement) to predict churn before it happens—not after. Community is your AI-age defensibility—authentic human connections become irreplaceable as everything else gets commoditized.   Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites:  www.PredictableProfits.com www.predictableprofits.com/community https://start.predictableprofits.com/community

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 ----------