Podcasts about client service

Private Equity and Non-lawyer Ownership of Law Firms With Steve Gursten   In this episode of Legal Marketing Radio, Chip LaFleur interviews Steve Gersten of Michigan Auto Law. They delve into the evolving landscape of the legal industry, particularly focusing on the influx of private equity and non-lawyer ownership of law firms. Steve provides insights from a recent conference in Nashville, discussing the pros and cons of these developments, the impact on small and solo law firms, and the challenges posed by increased competition and scale efficiencies. The episode also explores strategies for small firms to differentiate themselves, the importance of trial experience, and building community relationships as a defense against the rise of large, data-driven law practices.   00:00 Introduction to Legal Marketing Radio 00:06 Meet Steve Gersten: Top Trial Attorney 00:26 The Shift in Legal Industry: Private Equity and Non-Lawyer Ownership 01:09 Concerns and Opportunities with Private Equity in Law 03:38 Impact on Small Law Firms and Legal Services 06:14 Strategies for Small Firms to Compete 09:35 The Importance of Client Service and Community Involvement 13:39 Leveraging Expertise and Specialization 22:16 Final Thoughts and Advice for Small Firms 28:34 Conclusion and Farewell

SummaryIn this episode, Jack Clabby and Kayley Melton discuss their conversation with Reginald Andre, a cybersecurity expert and CEO of ARK Solvers. They explore themes of mentorship, the evolution of cybersecurity businesses, the impact of AI, team culture, and community engagement. Andre shares his journey from aspiring English teacher to successful entrepreneur, emphasizing the importance of mentorship and personal growth in the cybersecurity field. In this engaging conversation, the speakers delve into the importance of mentorship, innovative teaching methods, and the role of AI in personal and professional development. They share personal anecdotes about mentoring students and children, emphasizing hands-on learning and real-world applications. The discussion also touches on the fun and insightful lifestyle polygraph segment, where the guest answers quirky questions that reveal his personality and approach to challenges.TakeawaysAndre is a natural mentor who emphasizes actionable advice.The importance of building a fantasy board of directors.Reginald's journey from CompUSA to CEO of ARK Solvers.The shift from IT to cybersecurity in business.AI's growing role in cybersecurity and business efficiency.Hiring based on personality and cultural fit over technical skills.Encouraging a culture of learning from mistakes.The impact of community engagement on personal growth.The significance of mentorship in shaping careers.Raising awareness on critical social issues like human trafficking. Mentorship can significantly impact a student's career trajectory.Hands-on learning is more effective than traditional lectures.Building a resume starts with taking initiative in school activities.AI can serve as a valuable tool for decision-making and mentorship.Creating a community around learning can enhance educational experiences.Students should actively seek internships and opportunities before graduation.Innovative teaching methods can fill gaps in traditional education systems.Personal anecdotes can illustrate the effectiveness of mentorship.Engaging with technology early can lead to better career prospects.Networking and building relationships are crucial for professional growth.TitlesMentorship in Cybersecurity: Lessons from Reginald AndreThe Evolution of Cybersecurity: From IT to AIBuilding a Strong Team Culture in CybersecurityCommunity Engagement: Making a Difference Beyond BusinessSound Bites"Andre is such a natural mentor.""I built my fantasy board of directors.""I had to pivot my business.""AI is not going to take your job.""I always leave him with something.""He was actually building his resume.""Everything has to be hands-on.""I would do Too Fast Too Furious.""You'd be tasked with AI education."Chapters00:00 Introduction to Cybersecurity Mentorship01:56 The Journey of Reginald Andre05:58 From IT to Cybersecurity: A Business Evolution11:55 The Impact of AI on Cybersecurity17:52 Building a Strong Team Culture22:05 Community Engagement and Personal Growth27:39 Mentorship and Impact30:21 Innovative Teaching Approaches34:04 Lifestyle Polygraph: Fun and Insightful Questions

This episode examines tenacity, the power of client-oriented service, and the latest in net lease transactions with Shannon Bona, co-founder and Managing Partner at CrownPoint Partners.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with top CRE professionals. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate.  In this episode of The Crexi Podcast, host Shanti Ryle sits down with Shannon as she shares her journey from her beginnings in institutional real estate lending at PNC Bank to becoming a successful investment sales advisor. She discusses the strategic initiatives behind forming CrownPoint Partners, the importance of focusing on client-centric services, and the evolving landscape of commercial real estate, including insights into sale leasebacks and market trends. Shannon, a Crexi Platinum Award Winner, also highlights her dedication to mentoring the next generation of real estate professionals and the fulfillment of her long-standing dream of starting her own firm with equally dedicated partners.Introduction to the Crexi PodcastGuest Introduction: Shannon BonaShannon's Career JourneyEarly Career and MentorshipTransition to BrokerageNotable Deals and Client SuccessFounding Crown Point PartnersClient Expectations in a Post-COVID MarketThe Importance of Real Estate FundamentalsCreative Problem Solving in BrokerageSuccess Stories and Marketing StrategiesCrown Point's Vision for the FutureCurrent Market Trends and OutlookSale-Leaseback Transactions ExplainedEssential Retailers and Drive-ThroughsGuiding 1031 Buyers in Today's MarketBuilding Market Expertise and NetworkingRapid Fire Questions and Closing Remarks About Shannon Bona:Shannon Bona is a Co-Founder and Managing Partner of CrownPoint Partners and serves as Broker of Record for Florida and Connecticut. Shannon is a nationwide investment sales advisor for commercial properties, specializing in net lease assets ranging from new construction to 1031 Exchanges. She has been involved in nearly $1 billion in commercial real estate transactions.With over a decade of experience in the commercial real estate industry, Shannon best serves her clients by combining her background in institutional real estate lending and investment sales experience. Shannon started her career at PNC Bank in Real Estate Lending, providing high level debt solutions to all product types for private and institutional clients. She then transitioned to investment sales at Marcus & Millichap, where she thrived as a team leader and received the Rookie of the Year award. Most recently, Shannon was promoted in Spring 2024 to First Vice President of her previous firm, where she led the net lease retail team. Shannon is a graduate of Villanova University, located in Villanova, Pennsylvania, holding degrees in both Finance and Real Estate. Since 2016, she has been an active council member for Villanova's Daniel M. DiLella Center for Real Estate. The Nova Next Council provides strategic guidance on the center's mission and activities, its impact on curricula at the Villanova School of Business, and the expansion of professional development opportunities available to VSB students in the field of real estate. If you enjoyed this episode, please subscribe to our newsletter and enjoy the next podcast delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse 500,000+ available commercial properties for sale and lease. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

Welcome back to the Alt Goes Mainstream podcast.Today's episode digs into how the CIO of a growing multi-billion dollar wealth management firm thinks about customization and differentiation by building out private markets capabilities.We sat down with John McArthur, Senior Partner and CIO at $3.6B AUM Krilogy. Founded in 2009, Krilogy provides comprehensive financial planning and investment management services to HNW individuals, families, and business owners.Krilogy is charting a growth path — and to chart a growth path, John and his team are thinking about how they can thoughtfully grow their business.With John at the helm as CIO, they have been strategic with their approach to private markets and have increasingly focused on ways that they can create customized and differentiated solutions for their clients.John took 11 years of experience in wealth management and financial planning at A.G. Edwards & Sons and Morgan Stanley Smith Barney to Krilogy, where he joined his former University of Missouri college football teammate, Kent Skornia, to help quarterback Krilogy and their clients to financial success.John is thoughtful in his approach to private markets and how to provide solutions to their clients. We had a fascinating discussion about how wealth management is evolving and how private markets are critical to growing a wealth management practice. We discussed:How John and team have grown and scaled an independent wealth management firm.How John approaches private markets — and how that approach has evolved as they work with clients of greater size.How to balance customization and differentiation with scale.How can asset managers effectively educate and provide solutions to the wealth channel?What's still missing from private markets solutions for the wealth channel?His views on product innovation, including evergreen funds.Advice John would give to wealth advisors looking to invest in private markets.Thanks John for coming on the show to share your wisdom and expertise on wealth management and private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Message from our Sponsor, Ultimus Fund Solutions01:54 Welcome to Alt Goes Mainstream02:06 Introducing John McArthur03:51 John's Journey into Wealth Management04:23 The Role of Sports in John's Career05:47 Lessons from Big Wealth Management Firms06:21 Krilogy's Growth and Strategy07:25 Challenges and Opportunities in Wealth Management07:36 Private Markets and Customization08:04 Growth Strategies and Quality Control09:29 Client Service and Organic Growth11:26 Differentiating Wealth Management Offerings12:23 Importance of Private Markets13:14 Creating Customized Solutions14:53 Educating Advisors on Private Markets15:54 Volatility and Market Changes17:04 Private Markets in a New Economic Environment17:24 Building a Diverse Private Fund19:50 Client Understanding of Private Markets20:25 Educating Advisors and Clients22:15 Behavioral Bias in Investing23:42 Long-Term Investing Mindset24:08 Compounding and Diversification24:41 Challenges in Advisor Education25:46 Effective Education Strategies27:01 The Role of Storytelling in Education27:22 Future of Education in Wealth Management27:35 Sourcing and Access in Private Markets28:46 Networking and Building Trust29:26 Customization and Differentiation in Wealth Management30:34 Combining Big Brands and Niche Funds31:47 The Importance of Being in the Game32:13 Advice for Wealth Managers32:24 Evergreen Fund Structures33:16 Navigating the Evergreen Environment34:29 Portfolio Construction in Private Markets35:25 Operational Benefits of Evergreen Funds36:05 Model Portfolios in Wealth Management36:53 Favorite and Contrarian Investment Ideas38:49 Real Estate Market Opportunities39:09 Large vs. Niche Real Estate Managers39:52 Conclusion and Final ThoughtsDisclosure from KrilogyInvestments involve risk and unless otherwise stated, are not guaranteed. Past performance is not a guarantee of future results. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.Editing and post-production work for this episode was provided by The Podcast Consultant.

Show SummaryOn today's episode, we're featuring a conversation with conversation with playwright and producer Elizabeth Coplan, founder of the Greif Dialogues, a nonprofit theatrical movement that facilitates conversations about dying, death, and grief. We talk about her own connection to service and discuss how Grief Dialogues has developed a specific immersive experience of remembrance and reflection ahead of Memorial DayProvide FeedbackAs a dedicated member of the audience, we would like to hear from you about the show. Please take a few minutes to share your thoughts about the show in this short feedback survey. By doing so, you will be entered to receive a signed copy of one of our host's three books on military and veteran mental health. About Today's GuestElizabeth Coplan is a veteran of marketing and public relations with over four decades of experience. She began her professional journey as an aspiring actor in New York City in 1972 before pivoting to publishing, eventually becoming the managing editor of Chief Executive Magazine. After relocating to California, she climbed the ranks at Collins Foods International, ultimately serving as Director of Corporate Communications.In Seattle, Elizabeth became a trailblazer in professional services marketing, notably serving as the first Northwest marketing director for Touché Ross (now Deloitte). She later became Director of Client Service and Development at Davis Wright Tremaine, where she helped grow the firm from three to ten offices and pioneered strategic sponsorships in the legal sector. After six years, she launched her own consulting firm, advising major clients including Merrill Lynch and the University of Washington School of Law.Her service on nonprofit boards includes the Bainbridge Island Museum of Art and the Intiman Theatre, where she chaired strategic planning. In 2013, after a series of personal losses, Elizabeth began writing to process her grief. This led to the creation of Grief Dialogues, a groundbreaking play and nonprofit initiative that fosters dialogue about death and grief through theatre.Her award-winning works include Hospice: A Love Story, Untold, The Choice, and Honoring Choices, the latter adapted into a film that premiered in Los Angeles and earned multiple festival awards. She also directed and produced Juntos Nos Ayudamos, a film addressing suicide in a Hispanic family, and co-hosts the podcast Out of Grief Comes Art.Elizabeth's writing appears in professional grief therapy publications, and her full-length play 'Til Death premiered Off-Broadway in 2023 with an acclaimed cast. She is currently working on The Book Club, a new play exploring the lives of senior women.Links Mentioned in this Episode Grief Dialogues WebsiteMy Guardian Angel MoviePsychArmor Resource of the WeekThis week's resource of the week is the PsychArmor course, Good Grief. Grief is not only experienced with death, it can also occur with job loss or severe changes to physical well-being. The purpose of this course is to recognize loss and identify what is learned as a result of that loss. You can find the resource here:  https://learn.psycharmor.org/courses/good-grief Episode Partner: This week's episode is brought to you by Humana, a leading health and well-being company that has joined forces with PsychArmor to develop campaigns and courses that support veterans and their families in achieving their best health. To learn more about how Humana honors and serves veterans visit healthequity.humana.com/veterans Contact Us and Join Us on Social Media Email PsychArmorPsychArmor on TwitterPsychArmor on FacebookPsychArmor on YouTubePsychArmor on LinkedInPsychArmor on InstagramTheme MusicOur theme music Don't Kill the Messenger was written and performed by Navy Veteran Jerry Maniscalco, in cooperation with Operation Encore, a non profit committed to supporting singer/songwriter and musicians across the military and Veteran communities.Producer and Host Duane France is a retired Army Noncommissioned Officer, combat veteran, and clinical mental health counselor for service members, veterans, and their families.  You can find more about the work that he is doing at www.veteranmentalhealth.com  

Feeling like you're the only one holding everything together in your law firm? You're not alone. This episode dives into a crucial aspect of firm growth that often gets overlooked: leadership. Zack kicks things off with an inspiring reminder about the power of stepping outside your comfort zone – something just as vital for you as a legal professional looking to build a truly sustainable practice. Get ready to explore why developing strong leadership isn't just for CEOs; it's the key to breaking free from feeling constantly overwhelmed.  Then, Zack sits down with Lawyerist coach Leticia DeSuze, who brings a wealth of real-world experience guiding law firms just like yours. Leticia gets straight to the heart of the matter: how the very success you've achieved can sometimes highlight underlying leadership gaps, turning you into the ultimate bottleneck. You'll hear practical insights on how to shift gears from simply practicing law to intentionally building a team that can take ownership and drive results, ultimately freeing up your time and energy for what truly matters.  Ready to take control and build a more efficient and less personally draining law firm? Tune in to discover actionable strategies for effective delegation, setting crystal-clear expectations for your team, and implementing KPIs that empower everyone to take responsibility. This episode offers a roadmap for moving beyond the daily grind and cultivating a thriving team practice where you empower them to carry the load.  Listen to our other episodes with Leticia DeSuze:  #491: Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple Podcast | Spotify |  Lawyerist  #520: The Truth About Lawyer Self-Care: Prioritize or Suffer  Apple Podcast |  Spotify | Lawyerist  #464: Unpacking the Power of Self-Accountability in Coaching, with Leticia DeSuze Apple Podcast |  Spotify | Lawyerist     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.    Chapters/Timestamps:   00:00 -  Introduction: Embracing the "Positive Struggle" 04:05 - The Leadership Skills Gap: From Lawyer to Leader 07:10 -  Breaking the Bottleneck: Delegation and Mindset Shifts 10:46 -  Beyond Hiring: Developing Leaders at Every Level 21:40 -  Client Service vs. Efficiency: Finding the Right Balance 28:58 -  Redefining Leadership: Structure, Ownership, and Trust 31:07 -  Recognizing Individual Motivators, Final Thoughts

Feeling like you're the only one holding everything together in your law firm? You're not alone. This episode dives into a crucial aspect of firm growth that often gets overlooked: leadership. Zack kicks things off with an inspiring reminder about the power of stepping outside your comfort zone – something just as vital for you as a legal professional looking to build a truly sustainable practice. Get ready to explore why developing strong leadership isn't just for CEOs; it's the key to breaking free from feeling constantly overwhelmed.  Then, Zack sits down with Lawyerist coach Leticia DeSuze, who brings a wealth of real-world experience guiding law firms just like yours. Leticia gets straight to the heart of the matter: how the very success you've achieved can sometimes highlight underlying leadership gaps, turning you into the ultimate bottleneck. You'll hear practical insights on how to shift gears from simply practicing law to intentionally building a team that can take ownership and drive results, ultimately freeing up your time and energy for what truly matters.  Ready to take control and build a more efficient and less personally draining law firm? Tune in to discover actionable strategies for effective delegation, setting crystal-clear expectations for your team, and implementing KPIs that empower everyone to take responsibility. This episode offers a roadmap for moving beyond the daily grind and cultivating a thriving team practice where you empower them to carry the load.  Listen to our other episodes with Leticia DeSuze:  #491: Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple Podcast | Spotify |  Lawyerist  #520: The Truth About Lawyer Self-Care: Prioritize or Suffer  Apple Podcast |  Spotify | Lawyerist  #464: Unpacking the Power of Self-Accountability in Coaching, with Leticia DeSuze Apple Podcast |  Spotify | Lawyerist     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.    Chapters/Timestamps:   00:00 -  Introduction: Embracing the "Positive Struggle" 04:05 - The Leadership Skills Gap: From Lawyer to Leader 07:10 -  Breaking the Bottleneck: Delegation and Mindset Shifts 10:46 -  Beyond Hiring: Developing Leaders at Every Level 21:40 -  Client Service vs. Efficiency: Finding the Right Balance 28:58 -  Redefining Leadership: Structure, Ownership, and Trust 31:07 -  Recognizing Individual Motivators, Final Thoughts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this value-packed episode, Thomas Kopelman returns to share how he's built a thriving advisory practice generating $1.5 million in annual revenue with extraordinary profit margins. Thomas breaks down his business model serving business owners through a high-touch, premium flat-fee approach ranging from $12,000-$18,000 annually.Listeners will discover Thomas's detailed client service approach, including his team structure that maximizes everyone's strengths, his "reverse engineering" process to understand client needs, and his commitment to responsive service with emails answered within 12 hours. He also shares his evolution from using Twitter for client acquisition to now growing primarily through referrals.Whether you're a solo advisor looking to grow or already managing a team, this conversation delivers practical takeaways for elevating your client service model and business profitability.ABOUT ALTRUIST: We're on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist's Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and ser...

Bruce Goldfarb, CEO and president of Okapi Partners, discusses launching the proxy solicitor in 2008 and how the client service skills he learned working in his father's dry cleaning business are relevant on Wall Street.

In this episode, we dive into the world of freight payment fraud. Our guest, Sean Smith, VP of Product and Client Service at Denim breaks down ways to keep brokerages out of the clutches of fraud. For more information subscribe to ⁠Check Call the newsletter⁠ or the podcast. ⁠Follow the Check Call Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we dive into the world of freight payment fraud. Our guest, Sean Smith, VP of Product and Client Service at Denim breaks down ways to keep brokerages out of the clutches of fraud. For more information subscribe to Check Call the newsletter or the podcast. Follow the Check Call Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of "The Free Lawyer," host Gary welcomes Melanie Lippman, a New York-based image coach and personal branding strategist. Melanie discusses her transition from a corporate executive to her current role, emphasizing the importance of personal branding, self-trust, and visibility for lawyers. She highlights common challenges attorneys face, such as self-doubt and perfectionism, and offers strategies to build confidence and a personal brand that aligns with their authentic selves. The conversation also covers the significance of a strong LinkedIn presence and the evolving landscape of the legal profession post-pandemic.Melanie Lippman is a New York-based Image Coach and Personal Branding Strategist who helps attorneys and law firms transform their lawyers into high-profile rainmakers through strategic visibility and executive presence.With 10 years as a corporate executive and trainer, Melanie understands the power of positioning and influence. She works with top firms—including Ropes & Gray, Pillsbury, and Cantor Colburn—to ensure their attorneys stand out as trusted industry leaders. Through a strong personal brand, she helps lawyers build credibility, attract high-value clients, and establish authority on LinkedIn, speak on panels, and create content that drives business growth.With a background as a stylist turned neuro-coach, Melanie teaches attorneys how to align their presence with their expertise—so they are seen, heard, and recognized as leaders in their field.Understanding Neuro Coaching (00:03:50)Influence of the Past (00:05:42)Building Self-Trust and Visibility (00:06:50)Overcoming Mental Blocks (00:08:02)Second Guessing and Self-Doubt (00:09:44)Creating a Personal Brand (00:13:32)Authenticity in a Conservative Profession (00:16:17)LinkedIn as a Personal Branding Tool (00:18:22)Importance of Personal Connection (00:19:11)Mistakes Lawyers Make on LinkedIn (00:20:30)Building a Personal Brand (00:22:21)Overcoming Self-Promotion Fears (00:24:00)Quiet Excellence in Female Attorneys (00:24:41)Shifting Focus to Client Service (00:25:20)Impact of Remote Work on Professional Presence (00:28:10)Cost of Inconsistency in Branding (00:29:48)Evolving Importance of Personal Branding (00:32:35)Ideal Clients and Their Needs (00:35:00)First Steps to Building a Brand (00:37:29)Would you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free Would you like to schedule a complimentary discovery call? You can do so here: https://calendly.com/garymiles-successcoach/one-one-discovery-call

Full episodes available at www.peoplenottitles.comMarc Cervantes is Managing Partner of Cervantes, Chatt & Prince.www.ccpchicago.comIn this episode we talk about everything from 8.0 contracts, to the Northwest Ordinance to Burning Man.Introduction to the Episode (00:00:00)Updates on the Firm (00:01:00)Transactional Work and Growth (00:01:51)Unique Approach to Client Service (00:03:12)Importance of Personal Interaction (00:05:02)Market Trends and Attorney Presence (00:05:24)Building Relationships with Agents (00:08:53)Trust and Team Dynamics (00:09:27)Navigating Different Agent Styles (00:10:17)Specialization in Real Estate Law (00:11:21)Balancing Law Firm Operations (00:13:08)Future Growth Plans (00:14:14)Comprehensive Legal Services (00:15:02)Impact of New Contracts on the Market (00:16:12)Addressing Market Changes (00:17:09)Buyer Compensation Agreements (00:19:09)Challenges with Buyer Agreements (00:19:59)Explaining Buyer Compensation (00:20:32)Understanding Service Fees (00:21:39)Surprises in Closing Costs (00:22:05)Realtor Compensation Trends (00:24:06)Value of Real Estate Brokers (00:25:02)Northwest Ordinance Discussion (00:25:52)Tenant Rights and Property Ownership (00:27:14)Challenges of Tenant Purchases (00:28:17)Future of the Northwest Ordinance (00:30:00)Political Climate in Chicago (00:31:34)Market Observations in Chicago (00:32:19)Music Scene and Festivals (00:33:39)Experience at The Sphere (00:34:08)Lollapalooza and Music Festivals (00:34:54)Philanthropic Involvement (00:38:09)Teaching Law to Students (00:39:56)Building Generational Wealth (00:41:04)Understanding Chicago's Real Estate Landscape (00:42:19)Giving Back to the Community (00:42:50)Mentoring Future Professionals (00:43:09)High School Basketball Season Update (00:43:17)Bennett High School's Athletic Success (00:43:49)Upcoming Basketball Challenges (00:44:13)Streaming Basketball Games (00:44:30)Closing Remarks and Gratitude (00:45:08)Podcast Sign-off (00:45:19)People, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues.Our Success Series covers principles of success to help your thrive!www.peoplenottitles.comIG - https://www.instagram.com/peoplenotti...FB - https://www.facebook.com/peoplenottitlesTwitter - https://twitter.com/sjkaempfSpotify - https://open.spotify.com/show/1uu5kTv...

Raising the bar on client service doesn't mean sacrificing all your time.  Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationTechnology has changed how firms operate, but relationships—and setting clear expectations—remain central to client satisfaction. In a recent episode of Accounting ARC, co-hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, tackled a pressing issue: how the accounting profession can evolve to deliver better client service in the digital age. MORE Accounting ARC: Ron Baker: Surviving Tariff Turbulence | Crypto, Cash, or Chaos? The Fallout of an IRS-Free America | Is Agentic AI a Game Changer or Game Ender? | Kelly Mann: Thriving Against All Odds | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance | Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? “Client service is the number one reason we hear clients are looking for a new CPA firm,” says Mason, founder and CEO of High Rock Accounting. “We need to get back to the roots of our profession—deep relationships and great communication.” 

Want to connect with Jordan? Follow her on Instagram @jordannicholephotosSummaryIn this engaging conversation, Jordan DePasque shares her inspiring journey from a corporate job to becoming a full-time wedding and portrait photographer. She discusses the pivotal moments that led her to quit her nine-to-five, the importance of mindset shifts in pricing strategies, and the marketing techniques that helped her attract clients. Jordan emphasizes the value of providing full-service photography and the joy it brings to both her and her clients. She also offers practical advice for aspiring photographers looking to elevate their businesses.TakeawaysJordan transitioned from a corporate job to full-time photography.She raised her prices significantly after implementing new strategies.Mindset shifts are crucial for overcoming self-doubt in pricing.Marketing consistency is key to attracting the right clients.Full-service photography enhances client experience and satisfaction.Jordan's highest wedding package is now $4,200.She emphasizes the importance of believing in one's worth.Collaboration with local businesses helped her gain exposure.Blogging and SEO were vital for her marketing success.Jordan encourages photographers to invest in their growth.Ready to shift your business to work FOR you and build the life you want with products? Learn more here: https://coachingprogramuncapped.christarenephotography.com/Thanks for listening! We'd LOVE if you left us a review!Connect with Christa on Instagram HERE!Enjoy a free 20-min training on adding $50k in income from products HERE!Apply for Uncapped HERE!

In this episode of The Modern Hairstylist Podcast, host Hunter Donia and guest Jodie Brown unpack a hot topic in the beauty industry: Are your salon policies actually hurting your client experience? If you've ever struggled with enforcing cancellation fees, setting boundaries around no-shows, or wondering whether your policies are driving clients away—this conversation is for you.Hunter dives into the delicate balance between protecting your time as a business owner and providing a client experience that builds trust and long-term loyalty. You'll hear real talk about how boundaries and policies can either elevate or damage your reputation—and what modern, sustainable solutions actually work for independent hairstylists in 2025.Key Takeaways:

SummaryIn this conversation, Christa discusses how photographers can sell their products and services without feeling pushy or icky. She emphasizes the importance of mindset, viewing sales as a service, and educating clients on the value of products. Christa shares her sales workflow, which includes multiple touchpoints with clients to ensure they understand the value of what they are purchasing. The conversation encourages photographers to step out of their comfort zones and embrace a service-oriented approach to sales.TakeawaysSales doesn't have to be icky; it's about serving clients.Mindset is crucial in overcoming sales fears.Photographers are already in sales, whether they realize it or not.Clients often surprise you with what they are willing to spend.Educating clients on the value of products is essential.Sales should focus on the client's needs, not the photographer's experience.Creating a seamless sales workflow enhances client satisfaction.Touchpoints with clients can lead to higher sales averages.Less can be more; serving fewer clients can be more profitable.Practice makes perfect; the more you sell, the easier it becomes.Thinking about joining Uncapped or Intensive coaching? ⬇️ DM me the word COACH to www.instagram.com/christa_rene for a no pressure convo on if this could help your business grow to the next level.Thanks for listening! We'd LOVE if you left us a review!Connect with Christa on Instagram HERE!Enjoy a free 20-min training on adding $50k in income from products HERE!Apply for Uncapped HERE!

In this episode of Choose People Love Pets, we uncover the critical role Client Service Coordinators (CSCs) play in the success of a veterinary hospital. From setting the tone of client interactions to managing the daily flow of appointments, CSCs are the frontline of patient care and team efficiency. We discuss how a great CSC can elevate the client experience, boost retention, and create a positive work environment—while a poor fit can lead to frustration, lost revenue, and team burnout. Tune in to learn how to hire, train, and empower CSCs who truly make a difference! Shout out to IGNITE (https://ignitevet.com/) founded by Dr. Jill Clark - if you are looking for CSC/CSR training courses, check IGNITE out!  Submit experiences you would like us to unpack in our Lead By Example episodes here: choosepeoplelovepets@outlook.com  Follow for more:  FB: https://www.facebook.com/profile.php?id=61556480229406&mibextid=LQQJ4d  IG: https://www.instagram.com/choosepeoplelovepets?igsh=MTVzZjc4ZHE4MWd2NQ%3D%3D&utm_source=qr  LI: https://www.linkedin.com/company/choose-people-love-pets/ 

The Media Roundtable is back! This week we're following the money through the eyes of industry players and creators alike. Giles Martin (EVP, Strategy, Oxford Road) hosts fellow Agents of Influence Hilary Shafer (VP, Podcast and YouTube Influencer, Veritone One), Bart Roselli (SVP Growth, Veritone One), and James Ingrassia (EVP, Client Service, Oxford Road). “ You can't get a more captive audience than an audience on a cruise.” - Giles Martin (EVP, Strategy, Oxford Road) The team is talking: Spotify's Payouts, the True Crime Cruise, Indie Podcasters, and more. Let's dive in.

Jennifer des Groseilliers is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households. Today Jennifer shares how her firm has designed an program of broad-based equity awards across the firm to align the interests of employees with the firm's long-term client service and growth goals.  In this episode, Jennifer breaks down how her firm sets performance targets and ensures that employee incentives are tied to the firm's enterprise value. We also discuss how The Mather Group streamlines operations through goal-setting systems like SMART goals and HR tracking tools, separates sales and advisory roles to optimize client acquisition and service, and fosters leadership development through emotional intelligence. Listen in to learn how strategic equity grants can drive business success while empowering employees.  For show notes and more visit: https://www.kitces.com/426 

In this episode of The Voice of Retail, I sit down with Cheryl Ong Seng, Vice President of Retail at Circana, to explore the latest trends shaping the Canadian retail landscape. From consumer confidence and value-seeking behaviours to the challenges of personalization and pricing strategies, they cover the key insights retailers need to know.Cheryl shares her journey from Mauritius and Australia to leading Circana's retail insights based in Canmore, Alberta, providing a unique perspective on the data and analytics that drive decision-making in the industry. She explains how Circana collects and interprets consumer trends across multiple sectors, helping retailers and brands stay ahead in an evolving market. One of the key themes of the conversation is how consumer behaviour continues to shift in response to economic pressures. Cheryl and Michael discuss how Canadian shoppers seek more value through private-label products, reward programs, or trading down to budget-friendly options. They explore the “little treat culture paradox,” where consumers splurge on premium items like coffee or gourmet groceries rather than traditional dining experiences.The episode also examines the role of AI and technology in retail, particularly in enabling better personalization and targeted marketing. Despite years of discussion around personalization, many retailers still struggle to deliver relevant promotions to their customers. Cheryl shares insights on how AI-driven data analytics can unlock new opportunities for more effective engagement.Pricing strategy is another hot topic, as retailers weigh the benefits of everyday low pricing (EDLP) versus high-low promotional models. Cheryl highlights the importance of understanding consumer psychology—while EDLP offers stability, shoppers often respond more enthusiastically to promotions and perceived discounts.Finally, the discussion touches on key industry trends, including the rise of buy-now-pay-later options, the growing consumer preference for Canadian-made products, and the balance between sustainability and affordability in purchasing decisions.Whether you're a retailer, brand leader, or industry analyst, this episode offers valuable insights into the future of retail in Canada. Tune in for expert perspectives on the data-driven decisions shaping the industry today. About CherylAs Vice President of Retail Canada, Cheryl Ong Seng is responsible for leading retail commercial teams in Canada. This includes retail client engagement, thought leadership and delivery of innovative solutions that enable accelerated decision making along with enhanced retailer-manufacturer joint business collaboration. Cheryl came to Canada from Sydney, Australia and was the first person to serve as Client Service Account Director for Aztec Canada, a startup business in 2010. She joined IRI as part of the IRI- Aztec merger in 2013 and has since held multiple roles as IRI merged with the NPD Group and rebranded to Circana, including Vice President of Client Service, Managing Director and more recently Vice President of Retail Canada. Leveraging her expertise in analytics, shopper marketing solutions and bespoke client services management, Cheryl has led the expansion of the company's leading-edge capabilities in Canada.Originally from Mauritius Island, Cheryl grew up in Australia where she graduated from the University of Sydney, where she earned a Bachelor of Agricultural Economics, majoring in Marketing and Economics. Beyond the world of Circana, she has a passion for the outdoors and resides in Canmore allowing her to take full advantage of the Canadian Rockies. In addition to this, she sites her proudest achievement as conquering Mt. Elbrus, Russia, one of the seven summits of the world and aspires to climb a second summit. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fifth year in a row, the National Retail Federation has designated Michael as on their Top Retail Voices for 2025, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

The Media Roundtable Industry Edition is back! This week, we're rounding up the biggest trending news stories in podcasting as Netflix, Fox, and YouTube all make moves that could reshape the industry. James Ingrassia, (EVP of Client Service, Oxford Road & Veritone One) hosts fellow Oxford Road luminaries Neal Lucey (EVP of Strategy & Product), Spencer Semonson (Media Supervisor), and Kyle Jelinek, (VP of Client Services). “If you're a marketer, what you're trying to do is evoke a memory, you're evoking an emotion. And music is one of the most effective ways to do that.” Neal Lucey (EVP of Strategy & Product, Oxford Road) The team is talking: Fox's Podcast Deal, YouTube's Year of Discovery, Netflix's interest in podcasts, and more. Let's dig in.

Are you doing things in your business just because you think you're supposed to? Too often, financial advisors continue running the same client service playbook without questioning its true value. In this episode, we introduce an unconventional KPI—your Impact Score—to help you evaluate whether your client service efforts are making a real difference. By measuring both impact and effort, you can determine if it's time to refine your approach, shift your focus, or even cut out initiatives that no longer serve your clients.Key takeaways from this episode:How to use the Impact Score (1-4 scale) to evaluate meetings, webinars, events, and client touchpointsWhy some of your long-standing service offerings may no longer be as valuable as you thinkThe power of "killing your darlings"—eliminating low-impact, high-effort activities to free up resourcesA step-by-step process to audit your service calendar and maximize value for your clientsHow to shift your time and energy toward more high-impact activities that create real client engagementBy the end of this episode, you'll have a clear framework to assess whether your efforts are truly moving the needle or if it's time to redirect that energy elsewhere. Let's make sure every touchpoint in your client experience is purposeful, impactful, and worth your time!-----------------------Episode 106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake BrewerEpisode 182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John SchererEpisode 95: 4 KPIs to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn Here!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Welcome to episode 264 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Trey Harrell, a personal injury attorney and founder of The Trey Harrell Law Office in Charleston, South Carolina.   Trey Harrell is currently focused on helping individuals rebuild their lives after car accidents and personal injuries. Before his role as a Federal Prosecutor, Attorney Trey Harrell gained valuable experience as an associate at a prominent law firm, handling a wide range of cases, including DUIs, wrongful death lawsuits, and estate planning matters such as drafting revocable trusts and last will and testaments.  What you'll learn about in this episode: How Listening and Adaptability Lead to Success Be open to advice and feedback, even from unexpected sources, to shape your firm's direction and growth. Staying adaptable in marketing and client engagement helps create a lasting impact in your market. Why Delegating and Investing in People Drive Growth Hiring skilled team members and trusting them with responsibilities allows you to focus on scaling the business. Partnering with experts for marketing, intake, and systems optimization saves time and drives efficiency. How to Master Authentic Marketing for Your Law Firm Build trust with potential clients by showing authenticity in all your marketing efforts and community involvement. Align with causes and organizations that resonate personally with your team to strengthen your brand's authenticity. How to Balance Growth and Client Service in Your Law Firm Focus on refining intake systems to improve case sign-up rates and streamline your operations. Always deliver on promises made during intake to maintain client trust and grow your reputation. How to Implement Key Strategies into Your Law Firm Start by identifying your core values and aligning your marketing, operations, and community involvement with those values. Use proven techniques like intake optimization, grassroots marketing, and strong delegation to grow your firm sustainably.     Resources:  https://attorneyharrell.com/ https://www.facebook.com/TreyHelps Twitter Handle: @TreyHelps https://www.linkedin.com/company/treyharrelllawoffice/posts/?feedView=all   Additional Resources:  https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

In this episode, Ray Sclafani discusses the blueprint for high-performing teams in financial advisory firms, emphasizing the importance of collaboration, mutual accountability, and a shared vision of success. He outlines six key components that define extraordinary success and provides coaching questions to foster team growth and reflection.Key Takeaways High-performing teams are essential for organizational success.A true team is cohesive with a shared commitment.Mutual accountability enhances team performance.Teams should co-create their vision of success.Open dialogue fosters trust and innovation.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

In this episode of Remodelers On The Rise, Kyle Hunt recaps an inspiring week at JobTread Connect 2025. Whether you attended or missed out, these eight actionable takeaways will resonate with every remodeler striving to grow their business: Invest in Your Team – Why prioritizing team development pays off. People Are Generous – How networking can shorten your learning curve. Serve, Serve, Serve – Building a culture of genuine service in your business. The Importance of Process – Creating clarity with “This Is How We Work.” Insights from JobTread – Lessons from a company focused on client success. Be Inspired – Staying motivated through books, podcasts, and events. Focus on Fewer Things – Implementing priorities for real results. Have Fun – And yes, even an undergarments story to remind us about delivering standout client experiences! Tune in to discover how these lessons can help you sharpen your processes, inspire your team, and elevate your remodeling business to new heights! ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit RemodelersOnTheRise.com today and take your remodeling business to new heights! ---- Takeaways Invest in your team to build relationships. The remodeling community is generous and collaborative. Serving clients should be a core value. Establish clear processes for efficiency. A client-centric culture is crucial for growth. Leaders need to stay inspired and motivated. Focus on fewer key initiatives for better results. Having fun in business enhances the client experience. Networking can speed up learning and implementation. Continuous improvement in client experience is essential.

In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the successful strategies employed by WYSIWYG Wealth Management, a high-performing advisory team generating over $10 million in annual revenue. This episode highlights the importance of developing the next generation of talent, implementing a transfer of trust model, and leveraging team capacity for growth. Key TakeawaysThe transfer of trust model enhances client relationships.Clients appreciate the involvement of younger advisors.Mentorship fosters personal connections and knowledge sharing.Forecasting opportunities helps in proactive planning.Utilizing capacity effectively can lead to strategic growth.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

In this episode of Grow a Small Business, host Troy Trewin interviews Tevia Hoalst shares her journey of founding TeKoda Accounting, a firm specializing in personalized accounting services. Tevia discusses scaling her business to a 13-member team with 7-figure revenue, achieving over 20% annual growth, and earning an Inc. 5000 award for outstanding company culture. She emphasizes the importance of client-centric services, strong team dynamics, and leveraging AI for industry growth. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Tevia Hoalst, the hardest thing in growing a small business is perseverance. She emphasizes that not every day will feel like a win, and visionaries must push through the slow days while staying focused on their long-term goals. What's your favourite business book that has helped you the most? Tevia Hoalst's favorite business book is Awesomely Simple by John Spence. She finds its six principles invaluable, especially the emphasis on building a strong company culture and addressing toxic team dynamics, even when it involves high-performing individuals. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Tevia Hoalst recommends the podcast Diary of a CEO. She appreciates its variety of guests and insightful interview style, making it a valuable resource for personal and professional growth in business. What tool or resource would you recommend to grow a small business? Tevia Hoalst recommends investing in a robust client management system. She highlights its importance in automating tasks and reducing manual work, enabling teams to focus on more strategic activities and business growth. What advice would you give yourself on day one of starting out in business? Tevia Hoalst would tell herself on day one to embrace the journey, stay committed, and enjoy every moment. Her advice emphasizes digging in, loving the process, and making the experience fun while working toward long-term success. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Success is all about perseverance, pushing through the slow days while keeping your eye on the goal — Tevia Hoalst AI won't replace the human element; it's the personal connection that keeps clients coming back — Tevia Hoalst Client service isn't just about delivering results; it's about building lasting relationships and understanding their goals — Tevia Hoalst      

On this episode of The Active Advisor podcast, host Bryan Moore chats with Dr. James Flanagan, PhD, President of Bentron Financial Group Inc., and Jigar Dosh, CRPC® and Financial Planner at Bentron. Join them as they discuss their professional journeys, the importance of active management, and personalized, purpose-driven retirement planning to empower clients.

“Anybody that tries to change what the audience wants is crazy.” - Dan Granger (CEO, Oxford Road & Veritone One) The Media Roundtable is back! This week we're taking a look back at the biggest trends that shaped audio in 2024. It's an epic recap of a huge year for our industry. Dan Granger (CEO, Oxford Road & Veritone One) hosts: James Ingrassia - EVP, Client Service, Oxford Road Stew Redwine - VP Creative Services, Oxford Road Miranda Romano - SVP, Media, Oxford Road Neal Lucey - EVP, Strategy & Product, Oxford Road Conor Doyle - President, Veritone One The team is talking: the Podcast Election, Big Money Deals, the Rise of Video, and so much more. Let's dive in.

[YEAR 7 OF SALMONS] ทาโซ่ : Client Service, Salmon House ซันนี่ : Creative Copywriter, Salmon Lab นุ๊ก : Media, Salmon Lab ชมพู : Content Producer, Salmon Podcast แก๊ปโบ้ : Director, Salmon House Fun Facts ของปีนี้:

Right About Now with Ryan AlfordJoin media personality and marketing expert Ryan Alford as he dives into dynamic conversations with top entrepreneurs, marketers, and influencers. "Right About Now" brings you actionable insights on business, marketing, and personal branding, helping you stay ahead in today's fast-paced digital world. Whether it's exploring how character and charisma can make millions or unveiling the strategies behind viral success, Ryan delivers a fresh perspective with every episode. Perfect for anyone looking to elevate their business game and unlock their full potential.Resources:Right About Now NewsletterFree Podcast Monetization CourseJoin The NetworkFollow Us On InstagramSubscribe To Our Youtube ChannelVibe Science MediaSUMMARYIn this episode of Right About Now, host Ryan Alford sits down with Todd Davis, a seasoned leadership consultant with nearly 30 years at FranklinCovey. Together, they explore the enduring wisdom of Stephen Covey's The 7 Habits of Highly Effective People, unpacking its transformative principles for personal and professional success. Todd sheds light on foundational habits like being proactive, envisioning outcomes, and prioritizing effectively, while also sharing insights from his experience as a Chief People Officer. He discusses the delicate balance between employee satisfaction and client demands, as well as the profound influence of leadership on organizational culture. This conversation highlights why Covey's principles remain as relevant and impactful today as ever.TAKEAWAYSImportance of effectiveness in business and leadership.Role of organizational culture in employee engagement.Insights from "The 7 Habits of Highly Effective People."Definition and balance of effectiveness in leadership.Responsibilities of a Chief People Officer in fostering a people-centric culture.Balancing employee needs with client service.Understanding employee motivations to enhance engagement.Impact of leadership on shaping organizational culture.Timeless principles of effectiveness and their relevance today.The significance of listening and understanding in leadership. If you enjoyed this episode and want to learn more, join Ryan's newsletter https://ryanalford.com/newsletter/ to get Ferrari level advice daily for FREE. Learn how to build a 7 figure business from your personal brand by signing up for a FREE introduction to personal branding https://ryanalford.com/personalbranding. Learn more by visiting our website at www.ryanisright.comSubscribe to our YouTube channel www.youtube.com/@RightAboutNowwithRyanAlford.

This Podcast Is Episode 603, And It's About The Real Cost Of Bad Construction Client Service Have you ever paused to consider the real impact of your business's customer experience? Is it lifting your brand or dragging it down, along with your team's morale? Today's consumers expect nothing short of excellence, so understanding the consequences of poor customer service is vital.   So, what does poor customer service cost you? Let's delve into the details—they might change your perspective.   The ripple effect of dissatisfied customers   Every business faces it sooner or later—a client who leaves less than satisfied. But don't be fooled into thinking that the story ends there. Unhappy customers, in your case, homeowners, rarely stay silent. They're more likely to share their experiences with friends, family, and the vast world of social media. What's worse, a scathing online review can echo for years, impacting your brand's reputation far beyond the initial complaint.    The National Customer Rage Survey highlights a worrying trend: many consumers are airing their grievances publicly, and the numbers are rising. This digital age makes it far too easy for a bad experience to snowball into a PR nightmare, causing potential sales to slip through your fingers. Damaged Reputation: More than just a bad review When your reputation takes a hit, it's more than losing one customer. It's about a domino effect that can push potential clients away before they even give you a chance. With social proof playing a crucial role in purchase decisions, even a handful of negative reviews can deter future business. In a competitive market, a damaged reputation can be a slow poison, eroding consumer trust and loyalty over time. Decreased customer lifetime value Businesses often strive to augment a customer's lifetime value. However, poor customer service can drastically reduce this value. When customers feel undervalued or mistreated, they are less likely to return, cutting short the potential revenue they could have generated. This not only impacts immediate sales but also affects the long-term relationship that could have been nurtured through consistent, positive interactions. The cost of increased churn High customer churn is a silent killer for any business. When customers don't feel heard or appreciated, they're more likely to jump ship to a competitor who promises better service. This constant turnover is not just costly in terms of lost revenue but also in the effort and expense required to attract new customers to replace those who have left. A revolving door of clientele can undermine your service business and drain resources that could be better spent on growth and improvement. Employee morale and productivity Believe it or not, poor customer service affects your customers and employees. Handling disgruntled customers is draining, and over time, it can significantly impact employee morale and productivity. When your team constantly deals with unhappy clients, it can lead to burnout and decreased performance, affecting your business's overall efficiency. Investing in proper training and support for your team not only helps improve customer interactions but also boosts worker satisfaction and output. Missed opportunities for growth Every negative customer interaction is a missed opportunity for improvement and growth. Poor service can blind you to valuable feedback that could lead you toward better practices and innovation. By focusing on delivering exceptional service, you open the door to learning from each customer interaction, paving the way for a more robust and dynamic business model. Three steps to mitigate the costs of poor customer service: Understanding the costs of poor customer service is the first step, but addressing them requires actionable strategies. Here are three practical steps you can take right now to turn things around: 1. Enhance employee training and support Equip your team with the skills and resources they need to deliver exceptional service. Regular training sessions and workshops can help employees stay sharp and motivated. Consider role-playing customer scenarios to prepare them for real-life interactions. By fostering a supportive environment where employees feel valued and empowered, you not only improve service quality but also boost morale and productivity. 2. Leverage Customer Feedback Don't shy away from feedback—it's a goldmine for improvement. Implement systems to gather customer opinions through surveys, reviews, and direct communications. Use this feedback to identify pain points and areas for enhancement. Actively listening to customers and responding to their needs can transform negative experiences into opportunities for growth, demonstrating your commitment to their satisfaction. 3. Improve Communication Channels Make it easy for customers to reach you. Efficient communication platforms like live chat, social media, and customer portals can enhance the customer experience by providing quick and practical support. Ensure your team is responsive and transparent in their communications, keeping customers informed and engaged. A streamlined communication process resolves issues faster and builds trust and loyalty. So, how do you rebuild trust after a client vents frustrations online? Breathe. Don't think the damage has been done - at least not yet. 1. Leave the negative review up. A negative review doesn't have to be the end of the world. Although customers like to see five-star reviews, they understand that perfection is almost impossible—and probably a sign that something is "too good to be true." In that sense, having a client or two provide negative feedback gives more credibility to the positive reviews. Customers expect to see a couple of negative reviews. If they're among the positive feedback, the negatives won't hurt you much and may even increase your legitimacy if handled well. 2. Respond to the review honestly. Customer complaints are a way to build trust with your potential clients by allowing you to respond honestly and professionally. Did something go wrong that was out of your hands? Offer an apology and explain what happened. Was there a misunderstanding? Look for the best opportunity to clear it up. Has the reviewer requested additional information or a solution? Respond online to show what you've done to address the situation. Did the reviewer misunderstand a policy? Explain your policy and invite them to contact you with further questions. Doing so shows readers that you take their concerns seriously and are willing to take responsibility when things go wrong. 3. Learn from negative reviews. If you see the same concerns repeatedly in the online feedback, it may be time to review your services. Negative reviews give you insight into areas where your customers feel your business could make changes, so take the time to consider what you're being told. You can improve your offerings or communicate better with clients to manage their expectations. Thank them for their feedback, let them know you're taking their concerns seriously, and explain your next steps. Final thoughts Implementing these steps can significantly reduce the negative impacts of poor customer service, leading to happier customers, more engaged employees, and a more substantial brand reputation.  Don't panic. A bad review or two isn't likely to ruin your reputation. A few negative reviews can help you build trust with potential clients. You can use the situation to build confidence in your construction business by being responsive, transparent, and honest. Finally, remember that a proactive approach to customer service can be the key to unlocking long-term success. You take good care of your clients, so let us take good care of your construction bookkeeping and accounting. Reach out anytime. About The Author: Sharie DeHart, QPA, is the co-founder of Business Consulting And Accounting in Lynnwood, Washington. She is the leading expert in managing outsourced construction bookkeeping and accounting services companies and cash management accounting for small construction companies across the USA. She encourages Contractors and Construction Company Owners to stay current on their tax obligations and offers insights on managing the remaining cash flow to operate and grow their construction company sales and profits so they can put more money in the bank. Call 1-800-361-1770 or sharie@fasteasyaccounting.com  

Are you a law firm owner who is thinking about improving how the business operates? In this podcast episode, Tyson chats with Paul Yokabitus, a guest expert in legal and financial planning. They discuss Paul's journey in building a successful firm.Building a successful law firm involves understanding the risks that might exist. Tyson and Paul discuss how attorneys should operate when attacking these risks. It involves starting each day with an agenda that is intentional in getting things done and tackling any issues that arise. It is also important to be open to new opportunities as a business owner and preparing for the good and bad of running a firm.Client and customer service should be of top concern for law firms when it comes to measuring success. In a world where many businesses are using AI, attorneys need to prioritize customer service. This can include ensuring clients understand the legal process or going over documentation. AI should be used to streamline certain processes, so you can free up your time to service customers and clients.Listen in to learn more!05:19 Mindset of Successful People12:26 Differentiation in a Crowded Market13:32 The Importance of Client Service 16:55 Pivoting in Legal Practice 17:39 Finding the Right Team 24:21 Overcoming Failures Tune in to today's episode and checkout the full show notes here.Connect with Paul:Website Instagram  Facebook LinkedinYoutube  X

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items from Tuesday's podcast: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework---------LINKS FROM THIS EPISODE:Download the Systems to Scale Framework Here! Book Recommendation: Built to Sell by John WarrilowEpisode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna LawsJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

“Are we actioning off of this data? Or is this just a nice to have?” Shane Pittson, (Founder, So&So) The Media Roundtable is back! We recently welcomed dozens of Chief Audio Officers for an Attribution forum at Audacy's SoundSpace in Soho, NYC. ICYMI, we're sharing the highlights and wisdom straight from the CAOs. Giles Martin, (EVP of Strategy & Insights, Oxford Road) hosts James Ingrassia (EVP, Client Service, Oxford Road), Emmy Jadoff, (Senior Manager of Integrated Media, HelloFresh), and Shane Pittson, (Founder, So&So) for a deep dive into attribution. The team is talking: MMMs, Radio Measurement, Pixels, and more. Let's jump in.

It's Week 2 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we're divining into ALL the systems and micro systems that you need to create within your financial services business. In Week 2…it's all about creating some of my favorite processes.This week we'll talk about: Building out your start-to-finish financial planning process (my favorite!!!!)How to distill this processes down into SOPs and get it documentedDesigning your client experience process (another favorite!)How to create SOPs and a documented client experienceEstablishing your client service model These five steps are some of the most CRUCIAL processes for having a business that is scalable and organized. Don't forget to download the Systems to Scale Framework™ HERE! You don't even need to enter your email. It's just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!Book Recommendation: Built to Sell by John WarrilowEpisode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna LawsJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

What headaches are buyers facing when buying a home? Outside of affordability there are additional challenges new homeowners face. In this episode, Jessica Fields, Chief Sales Officer at Frontdoor, Inc. shares with us how to provide exceptional service and become a trusted advisor beyond the transaction.   We explore the challenges, the importance of understanding homeowner's needs, and the innovative solutions Frontdoor has available. We unpack "telehealth for the home" and how it empowers agents to address potential home system failures with expert advice.   This episode is packed with valuable tools and insights for enhancing your buyer consultation process and adding lasting value.   Connect with Jessica on LinkedIn.   Learn more about Frontdoor on - Instagram - TikTok - YouTube - Facebook - X. And online at frontdoor.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 This podcast is produced by Two Brothers Creative 2024.

Are you feeling overwhelmed by constant client demands that keep you stuck on the client service hamster wheel and disrupt your strategic planning? In a world where balancing client needs with agency goals is key to sustainable growth, mastering client service is essential to avoid burnout and maintain profitability. For many agency owners, the daily grind of juggling client requests can drain resources and prevent them from achieving their long-term vision. in today's episode you'll discover how to: Understand client psychology to align your efforts with their true needs, creating more satisfying and productive relationships.Structure your communication to manage expectations effectively, reducing misunderstandings and saving valuable time.Implement value-based pricing to ensure your work is fairly compensated, boosting your agency's profit margins and ensuring long-term sustainability. Ready to regain control and transform your client management approach? Grab a coffee and let's dive in! Timestamp: [00:00] Introduction  [00:36] The Client Service Hamster Wheel  [01:59] Rob's Early Agency Life  [03:04] The Importance of Client Management  [05:27] Strategy 1: Client Psychology [ 07:04] Strategy 2: Effective Communication  [08:35] Strategy 3: Value-Based Pricing  [10:01] Strategy 4: Handling Scope Creep  [10:33] Strategy 5: Long-Term Relationships  [12:07] Recap and Final Thoughts Rate, Review, & Subscribe on Apple Podcasts “I enjoy listening to The Agency Accelerator Podcast. I always learn something from every episode.” If that sounds like you, please consider rating and reviewing my show! This helps me support more people like you to move towards a Self-Running Agency. How to leave a review on Apple Podcasts Scroll to the bottom, tap to rate with five stars, and select “Write a Review.” Then, let me know what you loved most about the episode! Also, if you haven't done so already, subscribe to the podcast. I'm adding a bunch of bonus episodes to the feed and, if you're not subscribed, there's a good chance you'll miss out. Subscribe now! Useful links mentioned in this episode: Get the special offer to join The Client & Account Management Mastery CourseTry your AI Digital Coach, AskRobAnything, for free!

On this episode of the LMA podcast, our guests discuss the importance of cross-firm collaboration and its impact on client service. Their discussion emphasizes the need for understanding different roles and departments to work smarter and improve efficiency, while also highlighting the significance of effective internal partnerships, communication, and empathy in delivering the best client experience. Speakers: Rebecca Hnatowski, President, Edwards Advisory, LLC (Host) Sophie Curdts Mohrmann, Director of Attorney Development & Inclusion, Williams Mullen Debbie Leitner, Director of Practice Management, Katten Muchin Rosenman LLP Rachel Shields Williams, Director, Knowledge Management, Sidley Austin Series Description: The LMA Podcast focuses on hot topics in legal marketing and business development with conversations driven by industry professionals.

A Practice Manager is struggling with younger team members' reactions to client disagreements. The leader is frustrated with the team's hypersensitivity to client interactions, particularly around money and customer service, which is resulting in feedback that the practice feels cold and transactional. In this episode of the Uncharted Veterinary Podcast, Practice Management Super Nerd, Stephanie Goss and Dr. Andy Roark explore how to shift the team's culture towards empathy and understanding, while also addressing issues of emotional intelligence, client interactions, and accountability. They emphasize the importance of avoiding generational stereotypes and focus on actionable strategies to create a supportive, client-centered environment. Let's get into this episode!

“When you can find the right partnership with a host, it can truly transform your business.” Steve Blackford (Head of LifeLock Customer Acquisition, Gen) The Media Roundtable is back! This week we're featuring one of the most insightful talks from the CAO Summit–Audio's Role in the Marketing Mix. James Ingrassia (EVP, Client Service, Oxford Road) moderates an all-star CAO panel with Alexis Gossard (Senior Manager, Media Strategy, Bayer), Ethan Shibutani (Senior Director, Growth Marketing, DraftKings), Steve Blackford (Head of LifeLock Customer Acquisition, Gen), and Tor Thilert (Senior Lead for Global TV Advertising, Shopify). They're talking: Audio Allies, Budget Splits, Podcast's Blurring Lines, and more. Let's dig into it.

Understand the financial benefits of effective training for  Service Advisors and Customer Service Reps and the importance of networking and collaboration. November 9 - 10, 2024 in Detroit/Novi, MI Learn more at serviceadvisortraining.com Leigh Anne Best, Might Auto Pro, Medina, OH, trainer and co-founder of Brakes for Breasts Bill Hill, Might Auto Pro, Medina, OH, trainer and coach Maverick Shop Owners Laura Frank, former shop owner, trainer and co-founder of Brakes for Breasts Gerry Frank, former shop owner, trainer and coach for Maverick Shop Owners Show Notes Watch Full Video Episode Importance of Owner Participation (00:03:00) Carm emphasizes the need for shop owners to participate in training alongside their customer service representatives. Networking Benefits (00:04:22) The significance of networking among attendees at the training event for shared learning experiences. Experience of the Trainers (00:05:34) Highlighting the extensive experience of the trainers and their practical knowledge in customer service. Financial Implications of Training (00:06:04) Discussion on the financial benefits of effective customer service and training for shop owners. Technician to Service Advisor Success Story (00:09:01) Bill shares a success story of a technician who transitioned to a service advisor role and excelled. Transparency in Business Practices (00:12:00) Jerry talks about the importance of transparency and ethical practices in customer service. Hiring for Customer Service (00:14:20) Discussion on effective hiring practices for customer service representatives based on personality traits. Upcoming Live Training Event (00:16:34) Announcement of the live service advisor training event scheduled for November 9th and 10th in Detroit. Building Customer Relationships (00:20:22) Emphasizes the importance of educating customers about their vehicle issues for better service. Importance of Follow-up (00:21:20) Highlights the significance of following up with customers to encourage repeat visits. Training for All Staff (00:21:51) Stresses that training should include anyone who interacts with customers, not just CSRs. Tracking Phone Call Success (00:22:31) Discusses the importance of tracking opportunity calls to measure conversion rates effectively. Utilizing Technology for Improvement (00:23:33) Mentions the benefits of using technology to analyze customer interactions and improve service. Identifying Underlying Problems (00:24:52) Explores how phone answering issues can be mistaken for marketing problems. Adapting to Change in Business (00:26:06) Encourages business owners to evolve with industry changes and invest in staff training. Challenges in Leadership (00:27:19) Discusses difficulties in communicating effectively with staff and the importance of peer learning.The Value of Training (00:31:53) Argues that investing in training can sustain or even improve business revenue. Setting Staff Up for Success (00:33:27) Emphasizes the responsibility of leaders to properly train staff for their roles. Motivation for Collaboration (00:34:23) Explains the drive behind the coaches to organize training sessions for struggling clients. Helping Others Succeed (00:35:50) Emphasis on the joy of witnessing others' success and mentorship in the industry. Overcoming Training Paralysis (00:36:27) Addressing confusion in training and providing guidance to help shop owners move forward. Value of Training (00:41:49) Discussion on...

How did Gary Tenkman go from a first-generation college graduate who felt like a fish out of water in finance to CEO of Ultimus Fund Solutions, a $475+ AUI award-winning fund? It sure wasn't easy. It took grit. It took being willing to get uncomfortable, fail, and learn (rinse, repeat). Grab your headphones and get ready for a backstory chock-full of lessons from places you'd least expect. Listen in as Gary discusses: His backstory — from first-generation college student paying his own way to rocking the CEO seat The importance of being willing to get uncomfortable, fail, and learn (rinse, repeat)What it looks like to be an introvert in a very forward-facing CEO role How being an introvert is one of the things that makes him a great leader The power of strategic scaling – why he considers culture first and profit second when considering acquisitions More about Gary Tenkman: Gary Tenkman is Chief Executive Officer of Ultimus Fund Solutions, the largest independent registered fund administrator and one of the largest private fund administrators in the U.S.  As CEO, Gary works closely with the Ultimus executive team and board members with responsibility for providing strategic growth, financial, and operational leadership for Ultimus and its over 900 employees. Gary has over 30 years of experience in the financial services industry. He joined Ultimus in 2014 as COO and was named CEO in 2019. Gary currently also serves on the Board of Governors for the Investment Company Institute.Resources mentioned in this episode:Book: Get Out of My Life, but First Could You Drive Me & Cheryl to the Mall: A Parent's Guide to the New Teenager, Factfulness: Ten Reasons We're Wrong about the World--And Why Things Are Better Than You Think - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

What are some of the guiding principles that can help successful Client Service teams? In this episode, Adam Torres and Samantha Graw, Vice President, Client Services at RevTrax, A Neptune Retail Solutions Company, explore what it takes to run a successful client services team. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia

“If you talk to almost anyone in this industry over a beer or something like that, I think they will all agree that we are operating in a pretty antiquated industry that needs some serious modernization, innovation, reimagination." - Brandon Weber This week's episode of Self-Funded is coming to you from the (unfinished) San Francisco ParetoHealth office. Brandon Weber, founder of Nava Benefits, joined the healthcare industry as an outsider: he's spent most of his career as a tech entrepreneur, and after exiting his previous company, he found himself with a lot of free time and a lot of unfocused energy.  Brandon actually chose healthcare as the next industry he wanted to take on while he was spending a year long sabbatical with his wife, traveling the world, and realized that healthcare was such a huge societal problem that needed to be solved. So, he founded Nava Benefits.  On this week's episode, we discussed what his unique perspective has led him to believe about the healthcare industry, how healthcare operates throughout the world, the importance of brokers, the necessity of competition in any industry, and why Nava is a great step towards fixing healthcare in this country. Chapters: 00:00:00 Introducing Brandon Weber 00:11:50 Why Brokers Are So Important 00:19:55 Why Are Benefits Plans So Complex? 00:22:42 Rising Costs in Healthcare 00:26:12 Simplifying Healthcare Access 00:40:10 Nava's Focus On Efficiency 00:53:28 Fixing Healthcare Now Key Links for Social: @SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFunded Listen on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02 Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286 Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/ Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/ Key Words:  #BenefitsManagement #HealthcareChallenges #TechnologyInBenefits #CareNavigation #ClientService #OperationalEfficiency #ServiceAutomation #AmericanHealthcare #ModernizingHealthcare #BenefitsConsultants #HealthcareInnovation #EmployeeBenefits #selffunded #podcast Benefits Management, Healthcare Challenges, Technology In Benefits, Care Navigation, Client Service, Operational Efficiency, Service Automation, American Healthcare, Modernizing Healthcare, Benefits Consultants, Healthcare Innovation, Employee Benefits, self funded, podcast --- Support this podcast: https://podcasters.spotify.com/pod/show/spencer-harlan-smith/support

Elise Holtzman is an executive coach and consultant, a former practicing lawyer, and the CEO of The Lawyer's Edge, where for the past 15 years she and her team have worked with law firms to grow thriving businesses by helping lawyers become better business developers and leaders. She is the creator of the Lawyers Making Rain program for law firms and the Ignite Women's Business Development Accelerator for women partners and counsel. Elise speaks and writes frequently for lawyers and is the host of The Lawyer's Edge podcast. Here's a Glimpse of What You'll Learn 0:00 Introduction 1:53 How Elise Got Started 5:34 The Lawyer's Edge vs. Other Coaches 8:20 The Ignite Program 12:50 How to Get Referrals 17:01 Types of Coaching Clients 18:48 Universal Law Firm Issues 24:03 Trusted Relationship Referrals 28:09 Client Experience vs. Client Service 32:21 Legal Marketing Research 34:39 Closing Thoughts The Lawyer's Edge is a coaching, training, and consulting agency focused on building better law firms across the globe. It provides various professional growth programs and business development services that cater to the unique needs of its ideal clientele. The Lawyer's Edge distills its deliverables down to several programs that teach and reinforce the soft skills lawyers need to make the transition from being solely an attorney to being a charismatic and effective business leader. Speakers Featured in This Episode - Tom Foster of Foster Web Marketing- Elise Holtzman of The Lawyer's Edge This episode is brought to you by Foster Web Marketing. Foster Web Marketing is dedicated to providing cutting-edge, highly customizable marketing and strategic solutions specifically designed for law firms and medical practices. Our award-winning marketing and systems solutions are what set us apart from everyone else.  

This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Bill Hollowsky, VP of Accounting Services at Kruze Consulting. Bill shares his journey through various organizations like KPMG, Oracle, and SunGard. He offers insights into the changing landscape of accounting in the startup world, and the importance of implementing effective technology stacks from QBO to NetSuite, and shares his perspective on the industry's labor shortages. Randy and Bill discuss critical industry trends, such as the cryptocurrency boom and bust, as well as the recent AI surge, and explore what to expect in the near future. Quotes“When we transition new clients to us, we do a KYC and due diligence. We've seen some crazy stuff on the books and balance sheets. So what we'll absolutely do is go back and recast and redo and bring it up to standards. And in some cases, we actually offered to go ahead and amend taxes, so that everything is in sync and matches. ” -Bill Hollowsky [17:32]“As crypto took off and then the Web 3.0 trends happened, of course, it became a really big VC funding frenzy. But boy, folks were really writing checks into the start-ups that were impacting the whole market, which was really cool. So in a way, we had to become crypto and Web 3.0 experts very quickly. And if you looked at the GAAP standards and methodology and the FASB codification, it was very archaic.” -Bill Hollowsky [22:51]Expert Takeaways The necessity for SaaS accounting firms to leverage advanced technology stacks for efficient handling of financial tasks.How Bill's team uses a blend of off-the-shelf tools and custom-built software to meet diverse client needs.Evaluating transition phases where startups move their accounting systems, especially during significant funding rounds.An emphasis on the current talent shortage in the accounting profession and Kruze Consulting's strategic adaptation.The emergent importance of AI and how it is poised to revolutionize workflows in SaaS accounting services.Timestamps(00:04) Agile Methodologies in Accounting and SaaS(03:21) Leveraging Technology for Efficient Accounting in Fast-Growing Firms(06:50) Scaling Startups with Efficient Back Office Technology(11:34) Navigating Accounting Transitions in Growing B2B SaaS Companies(16:03) The Importance of Accurate Accounting in B2B SaaS Acquisitions(18:48) Navigating Startup Challenges Amidst Black Swan Events and Market Shifts(24:29) AI's Impact on Business Efficiency and Workforce Augmentation(29:42) Innovative Hiring Strategies Amidst an Accounting Labor Shortage(38:46) Mentorship and Inclusivity in Remote Work Environments(44:26) Insights on Client Service, Influencers, and Startup PodcastsLinksMaxioUpcoming EventsMaxio Institute ReportRandy Wootton LinkedIn

In this episode of Know Like Trust, I chat with Cynthia Cohn, a top-performing real estate pro from Pasadena, California, and former Ritz-Carlton hospitality expert. Cynthia shares how her experience in luxury hotel service has shaped her meticulous approach to real estate. We explore how the Kaizen Method informs her approach to setting and acheiving her goals. And we dive into how she manages seamless client experiences - including remote property sales during the pandemic! Tune in to hear how Cynthia's client-centric mindset, strategic systems, and resilience have driven her success, and gain insights into overcoming industry challenges with transparency and clear communication. Rate, Review, Follow & Share! "Christine has a warm and welcoming style that brings out the best of her guests and shares it brilliantly with all her listeners." - If you're feeling all the feels too, please stop by the podcast, rate it and leave us a review. It really does help boost the show. Is there someone you think I should talk to? Heck, tell me who it is. Send me an email at christine@postandbeamcreative.com. Here are all the ways to connect: Christine George Instagram Cynthia Cohn at cynthia@cynthiacohn.com Cynthia Cohn Instagram Sign up for The Sunbeam newsletter: postandbeamcreative.com

It should go without saying that client service is important for your clients and your business. Client service should play the role of keeping the client in the room at all times, but issues can arise. This Quick Hit welcomes Chris Wallen, Director of Client Partnership at BAREFOOT, a brand experience agency in Cincinnati that serves clients ranging from Fortune 10 companies to local nonprofits. Make sure to listen to the full episode here.