Podcasts about client value

  • 89PODCASTS
  • 104EPISODES
  • 34mAVG DURATION
  • 1MONTHLY NEW EPISODE
  • Jan 8, 2026LATEST

POPULARITY

20192020202120222023202420252026


Best podcasts about client value

Latest podcast episodes about client value

Roots of Success
Silent Service, Big Impact: Winning with Electrification and Automation

Roots of Success

Play Episode Listen Later Jan 8, 2026 40:59


  If you've ever considered adding robot mowers and battery powered equipment to your operations tune in to this episode of Roots of Success, as host Kevin Keim from McFarlin Stanford sits down with Bob Carey of Kress Outdoor to talk electrification and autonomous mowing in the landscape industry. They bust common myths on power and reliability, break down the business drivers behind electrification, and reveal practical steps for piloting new equipment. You'll hear about how data-driven decisions maximize ROI, how robots are tackling large and small properties alike, and why the future of landscaping is as much about logistics and analytics as it is about green thumbs. Whether you're curious about new regulations, competitive edge, or labor-saving tech, this episode arms you with the knowledge to modernize your operations and plan for 2026 and beyond. THE BIG IDEA:   Your business is a logistics business and data from automation drives profitability.  KEY MOMENTS:  [06:05] Balancing Retention and Client Value [09:30] "Personalized Financial Growth Strategies" [12:57] "Optimizing Labor Through Digitization" [14:47] IoT Insights for Efficiency [17:20] "Team Planning and Workflow Optimization" [21:38] Energy Consumption Analysis for Battery Needs [23:56] "Proper Tools, Proper Application" [29:37] Landscaping Labor Shortage Solutions [32:47] Robotics Security and Reliability Concerns [36:00] "Plan, Measure, Align, Execute" [38:34] "Have a Plan for Change"  QUESTIONS WE ANSWER  What are some of the biggest myths surrounding battery-powered landscaping equipment?  How have advances in technology addressed earlier limitations of autonomous lawn mowers, such as functioning under tree cover?  In what ways can a landscaping company benefit from approaching their business as a logistics operation?  Which factors are most influential in driving the transition toward electrification in landscaping—regulation, customer demand, or economics?  How does data collection from new equipment help landscaping companies improve profitability and site-level efficiency?  What are some best practices for rolling out electrification in a landscaping maintenance division?  Where can landscaping businesses typically find the fastest return on investment when switching to battery-powered equipment?  How does automation with autonomous mowers impact labor allocation and overall service quality for large properties?  What are some common misconceptions or concerns clients have about deploying autonomous lawn mowers, and how can they be addressed?  Why is it important for a landscaping company to have a written plan and an integrator for implementing new technologies or automation strategies?   

The Better Than Rich Show
Boost Your Service Business: Sales, Automations, and Client Value Strategies with Christine Hodge

The Better Than Rich Show

Play Episode Listen Later Dec 8, 2025 58:45


The reasons some service businesses thrive while others struggle with ongoing crises and high employee turnover can be perplexing. While many attribute these challenges to market conditions, the true issues often stem from disorganized systems, ineffective hiring practices, and intricate customer journeys that obstruct growth. In this episode of The Better Than Rich Show, host Mike Abramowitz interviews Christine Hodge, CEO of Process CEO and owner of Clear View, New Jersey's fastest-growing exterior cleaning company. Christine shares straight talk on how workflow systems, hiring frameworks, and clear client intake turn chaos into rapid, sustainable growth. She breaks down the “budget-middle-luxury” bundle pricing and her structured hiring process, and shows how automation frees owners from busywork. Christine's approach keeps teams loyal, clients happy, and scaling steady—without burnout. You'll get practical playbooks for qualifying leads, onboarding talent, and building company culture that employees never want to leave. Timestamps [00:00] Meet Christine Hodge—Background and Family Business [02:03] Fixing Business Bottlenecks and Moving to Digital [04:36] Standardizing Estimates and Increasing Ticket Price [07:04] Cross-Sell, Upsell, and Sales Team Training [09:53] Bundle Pricing: Budget, Middle, Luxury [13:44] Pre-Qualifying Clients and Streamlining Quotes [17:36] Remote vs In-Person Estimates: The 3000 sqft Rule [18:56] Building Trust with Branding and Online Systems [23:39] Automations: Email, Text, and Sales Follow-Ups [33:36] Hiring Framework: Multi-Step, Long-Term, Referral Driven [36:42] Company Culture: Clear View Day and Investing in People [45:01] Replacing Yourself: Hiring Experts as You Grow [52:51] The Process CEO: Coaching, Systems, Scaling [55:39] Work-Life Balance and Defining Better Than Rich Key Quotes “We don't just hire a warm body. We build loyalty and careers.” “Our average ticket nearly doubled after bundling, cross-selling, and upselling—systematically.” “If your sales process takes ten steps, automate nine. Free yourself for what matters.” “Company culture isn't an add-on. It's the core of keeping great team members.” “There's always a framework: qualify, quote, deliver, and delight.” Key Takeaways Move off paper—every process can and should be digitized. Create pricing bundles: basic, middle, luxury. This maximizes options and value. Systemize hiring: detailed, multi-step, and incentivized for referrals. Use automation for client comms and internal reminders—don't leave anything to chance. Culture matters: recurring appreciation events, a clear mission, and personal investment retain talent. Delegate and invest strategically—know when to stay lean and when to buy back your time. Links Mentioned The Process CEO Community : https://www.theprocessceo.com/Jobber : https://www.getjobber.com/Connect with The Better Than RichWebsite - https://www.betterthanrich.com/Facebook - https://m.facebook.com/betterthanrich/Instagram - https://www.instagram.com/betterthan_rich/Twitter - https://mobile.twitter.com/betterthan_richTikTok - https://www.tiktok.com/@betterthanrichYouTube - https://www.youtube.com/channel/UC3xXEb7rKBvkCOdtWd4tj2ALinkedin - https://www.linkedin.com/company/betterthanrich

The Real MF'ers
Episode 117 | Client Value: Why the Smallest Clients Might Matter Most with Scott Peper

The Real MF'ers

Play Episode Listen Later Sep 18, 2025 11:29


What's the real value of a client - the size of their contract, the revenue they bring? Or is it something much bigger?In this week's episode of The Mobilization Mindset, Scott Peper explores and breaks down one of the toughest concepts for most business leaders: client value.Through real stories and decades of sales experience, Scott shares why the question isn't “Who is my most valuable client?” but “How valuable can I be to every client?”You'll hear:- Why treating every client the same - no matter how big or small - changes the game - How trust spreads through networks and leads to opportunities you would never have otherwise - Why shifting from transactional selling to problem-solving unlocks long-term relationships- How to structure your sales team's incentives around serving, not just sellingIf you've ever wrestled with how to prioritize clients, build a loyal customer base, or lead a sales team with purpose - this episode will help you reframe your entire approach.

Flow State of Mind Podcast | Health | Fitness | Physique | Psychology | Business
EP | 667 - The Exact Systems You Need at $5K, $15K, and $50K+ Months to Simplify Your Business and Maximize Client Value

Flow State of Mind Podcast | Health | Fitness | Physique | Psychology | Business

Play Episode Listen Later Aug 21, 2025 15:04


Knowing what to do at different stages of your business as you scale and grow can be really confusing and the information on Instagram can be incredibly overwhelming so in today's episode, I want to give you a roadmap that we've taken over 4,500 coaches through successfully in growing their businesses. I'll share where to start with systems, why they break when you double or triple, and how to rectify those issues.   Time Stamps:   (0:58) Processes Drive Growth (1:32) Our Impact Manager (2:15) 0-10k Month Tools (6:14) Strategic Questions On The Application (9:15) 20k-30k Months (11:20) 50k-100k Months (14:10) Our Partnership with Trainerize ----------

Saint Louis Real Estate Investor Magazine Podcasts
Squatters, Fraud, Finding Fortune, and Reaching Real Estate Freedom with George McCleary

Saint Louis Real Estate Investor Magazine Podcasts

Play Episode Listen Later Jul 3, 2025 47:59


George McCleary reveals the wild world of title fraud, squatter scams, and how agents can protect clients and build lasting wealth. From house hacks to passive income, this episode is a blueprint for real freedom.See Full Article(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet Your Hosts: Mattias and Erica(00:24) - Mattias Opens Solo: Viral Video, Client Value, and George's Arrival(03:57) - Welcome George McCleary: Real Estate Veteran and Developer(04:12) - George's Start: From Duplex to Developer(04:57) - Agent vs Investor: George's Path Through the Market Downturn(06:48) - Fast Nickel vs Slow Dime: Agent Commissions vs Development Returns(07:42) - Long-Term Wealth and Expense Replacement Strategy(08:22) - Teaching Kids Cash Flow with Board Games(09:01) - Income Balance, Market Swings, and Lifestyle Management(09:54) - The Tax Talk: Commissions, Deductions, and REP Status(10:55) - Accelerated Depreciation Breakdown(11:20) - Real Estate Itemization: Nails, Carpet, and Tax Benefits(12:12) - Should You Cost Seg a Single-Family Property?(13:19) - Is it Worth It? Real Life Cost Seg Examples(15:11) - Syndication Tax Write-Off Example: $66K on a $50K Investment(16:41) - George on Mobile Home Parks and Staying in Your Lane(17:31) - Diversification Without Operational Headaches(18:31) - Office Space Market Cycles and GP Compensation(19:05) - Planning for Retirement: Syndications for Busy Agents(19:56) - Agent Advantage in Evaluating Investment Properties(21:20) - Real Estate is Simple: Strip Away the Legal Jargon(22:09) - George Plugs His Syndication Project at McClearyRealty.com(22:34) - The Fraud Bomb: Deed Scams and Viral Fame(26:41) - The Ease of Title Theft and the Birth of Title Fraud Defender(29:01) - Land Fraud and Hard Money Lenders: Why Speed Isn't Always Safe(30:25) - County Chaos: Why the System Is Failing Property Owners(32:16) - Agent Tip: Use This as a Value Touchpoint(34:59) - The Viral Video That Changed Everything: “I Stole a House”(35:56) - International Implications: Squatters in Spain vs Portugal(36:10) - Squatter Defender: George's Online Course(37:03) - Roommate Tactics: Flash Shelton and the Art of the Bad Roommate(38:35) - Annoyance as a Weapon: Ski Pass Camping and Squatter Control(40:19) - From Investor to Educator: When Your Life Goes Viral(41:02) - Golden Nugget: House Hacking as the Best Starting Strategy(42:41) - Real-World House Hack Example: Roth IRA Funded Living(44:07) - The Way of the Superior Man: Book Recommendation(45:23) - Masculinity and Balance in Today's World(46:26) - Where to Find George: Websites and Discount Codes(47:24) - Wrap-Up and Final Words of Appreciation(47:41) - Show Outro and Subscription ReminderContact George McClearyMcCleary Realty

Building The Billion Dollar Business
The Modern Advisory Firm Playbook

Building The Billion Dollar Business

Play Episode Listen Later May 20, 2025 7:17


In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the evolving landscape of advisory firms, emphasizing the importance of clarity in defining ideal clients, innovative pricing strategies, and the adoption of collaborative team models. He highlights the significance of developing talent from within and integrating technology to enhance client relationships and operational efficiency. The episode concludes with coaching questions aimed at helping leadership teams realign their strategies for future success.Key TakeawaysDefining the ideal client based on complexity and values is crucial.Broad client rosters lead to confusion and inefficiency.The ensemble model improves client relationships and consistency.Developing talent from within is essential for long-term success.Integration of technology is key to operational efficiency.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.

Building the Premier Accounting Firm
Tax Planning: Maximize Client Value, Expand Services w/ Kirstin Reeder

Building the Premier Accounting Firm

Play Episode Listen Later Apr 23, 2025 44:28


In this episode of Building the Premier Accounting Firm, Kirstin Reeder, founder and CEO of Purple Sapphire Business Solutions, shares her journey from stay-at-home mom to EA, offering specialized bookkeeping and tax services. Discover how she balances family and business, sets boundaries, and leverages networking to grow her firm. Key Takeaways:

Building The Billion Dollar Business
Do You Know Your True Value?

Building The Billion Dollar Business

Play Episode Listen Later Apr 22, 2025 20:14


In this episode, Ray Sclafani explores the evolving landscape of financial advisory services, emphasizing the importance of understanding and communicating true value to clients. He discusses the limitations of traditional AUM-based revenue models and highlights the need for advisors to adapt their fee structures to reflect the comprehensive value they provide. Key insights include the significance of effective client communication, the future of advisory compensation, and the necessity of tracking time and value in client relationships. Sclafani encourages advisors to engage in strategic planning to ensure sustainable growth and to meet the changing needs of their clients.Key TakeawaysAdvisors must understand their true value beyond AUM.Evolving revenue models are essential for capturing client value.Tracking time spent on client services can inform pricing strategies.Discounting fees may indicate a lack of perceived value.Younger clients prefer alternative fee arrangements.Advisors should adapt to the needs of next-generation clients.Coaching QuestionsHow can we better communicate the total value we provide to clients, beyond just managing assets, to ensure our fees reflect our true impact on their lives?In light of our industry's evolving revenue models, what steps should we take in the next 3-5 years to diversify our fee structures and ensure sustainable growth?What opportunities do we see to integrate more personalized services, such as family legacy planning or philanthropic advising, into our offerings, and how can we effectively charge for these services?How might we enhance client engagement through more consistent communication about achievements and outcomes, ensuring they recognize the breadth of value we deliver?Considering our AUM-based fees, how can we measure and demonstrate the return on investment clients receive from our advice, particularly in areas like tax savings, financial security, or long-term planning?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.

TwoBrainRadio
Elite Earnings: Why Top Gyms Prioritize Client Value Over Headcount

TwoBrainRadio

Play Episode Listen Later Apr 21, 2025 21:24 Transcription Available


What if every client in your gym happily paid you $20 more per month? What about $50 more? Or even $100 more?In this episode of “Run a Profitable Gym,” Chris Cooper presents the Top 10 leaderboard for average revenue per member (ARM), with the No. 1 gym earning $724 per client per month. He explains how these elite gyms have boosted their revenue by prioritizing client value over headcount. In fact, one gym on the leaderboard increased its revenue by 38 percent while reducing its client base by 20 percent.Chris also breaks down the Prescriptive Model, a client-centric strategy that aligns gym services with individual goals to produce better results. Focusing on measurable results—instead of just workouts—builds trust, boosts retention and justifies premium pricing.Tune in to hear why “more clients” isn't always the answer and then start scaling your gym's average revenue per member.LinksThe Prescriptive ModelGym Owners UnitedBook a Call  00:28 - Top 10 gyms for ARM04:30 - Why you must be profitable09:03 - Fewer members, more revenue11:54 - Quotes from top gym owners16:30 - Method versus model

The Passle Podcast - CMO Series
Episode 171 - Wendy Bernero of Yate Collaborative on Igniting Your Cross-Selling by Delivering Client Value

The Passle Podcast - CMO Series

Play Episode Listen Later Apr 16, 2025 30:47 Transcription Available


Every law firm strives to achieve year-on-year profitable revenue growth. As the industry continues to grow more competitive, firms are looking at how to drive sustainable, organic growth by focusing on client value delivery. On today's episode of the CMO Series Podcast, James Barclay is joined by Wendy Bernero, Founder and Strategic Advisor at Yate Collaborative, who has over 30 years of experience in legal marketing and held Chief roles in firms including Baker McKenzie. Wendy discusses insights on how firms can deliver real value to their clients, the ways to maximise cross-selling and more.  James and Wendy cover:  Wendy's background in legal marketing and key learnings she's taken into her current role The strategies CMOs should implement and stay away from The reasons why firms should decide whether they want to be a solution provider or a talent agency The framework that Wendy uses to maximise cross-selling and the steps teams should take to make it successful The three actions every marketing and BD leader should do to improve their go-to-market strategy

The Agency Blueprint
Traditional SEO Doesn't Work, Do This Instead

The Agency Blueprint

Play Episode Listen Later Feb 14, 2025 8:51


Local SEO is the lifeline for businesses serving local markets—law firms, contractors, you name it.In this video, We're breaking down how local SEO has evolved and why the local maps pack is your ticket to consistent, high-value leads. Forget traditional SEO—it's expensive and broad. Local SEO not only connects you with nearby customers but delivers way better ROI.We'll get into why this strategy is so competitive, the importance of verification, and how to capitalize on the goldmine of leads waiting in local searches.If you're ready to dominate your market, this is the episode to watch. Let's get your business front and center where it matters most.Get our Local SEO Bootcamp: https://go.theblueprint.training/localseobootcampbtc-1KEY NOTES:00:00 - Introduction to Local SEO00:48 - User Preferences for Local Maps Pack01:37 - Analyzing Search Results02:23 - Consumer Behavior Insights03:55 - The Value of Maps Pack Real Estate04:42 - Verification Challenges for Local SEO06:20 - Client Value and Pricing Strategy07:03 - Defining Local SEO

Evolved Radio
ERP116 - Rethinking vCIO: Delivering Real Client Value in MSP Services

Evolved Radio

Play Episode Listen Later Dec 20, 2024 43:16 Transcription Available


Today, I'm chatting with my old friend Luis Giraldo, Chief Experience Officer at Scalepad. Luis and I are discussing how most of our industry might be doing vCIO all wrong. vCIO has the Critical Objective of creating real client value by delivering services that lead to genuine business outcomes, but many struggle to make this a reality. We discuss why people hate the vCIO title and ideas about what we should call it instead. We discuss some common pitfalls, like focusing too much on tools over processes. Whether you're trying to start or improve your vCIO process, this episode is a must-listen. So let's go. This episode is brought to you by Evolved Management Training Courses. Online courses specifically crafted for MSP needs. A Service Manager BootCamp course, a project manager for MSPs course, an MSP security fundamentals course, and an IT Documentation Done Right course.

HALO Talks
Episode #526: Business Savvy for Gym Owners-Vince Gabriele Talks Metrics, Client Value, and Growth

HALO Talks

Play Episode Listen Later Nov 29, 2024 30:41 Transcription Available


At 22 years old, Vince Gabriele attended his first Perform Better seminar as a newly minted personal trainer. When he saw long-time industry veteran, Tom Plummer speak, he was instantly inspired and became determined to be in his shoes one day. Today, Vince is a highly successful gym owner-turned consultant. He shares his journey from struggling with money management to mastering essential business metrics like EBITDA, cost per lead, and lifetime customer value. He discusses insights on prioritizing personal success, family time, and the satisfaction of helping others grow without financial gain. Vince emphasizes the importance of understanding and catering to your target market, the significance of community-building within gyms, and the traits that distinguish successful gym owners. He also reflects on the practical advice from marketing expert Seth Godin that shaped his career decisions. On learning from his past financial mistakes, Gabriele states, "I got really into some hot water because I wasn't doing a great job with managing money and managing my finances. I got into some really hard stuff financially, and that is when I realized I needed to learn how to run a business." Key themes discussed Former lineman becomes trainer, opens New Jersey gym. Helping businesses optimize for funding or sale. Consider carefully before opening another gym. Success is personal: Define what it means for you. Impactful community-building integrated into business model. Target market determines business pricing strategy. Helping gym owners focus on key business priorities. A few key takeaways:  1. Business Metrics Beyond Cash Flow: Vince emphasizes the importance of understanding key business metrics such as EBITDA and others. He mentions the importance for gym owners to go beyond just monitoring cash flow to achieve sustainable success. 2. Defining Personal Success: Gabriele underscores the importance of defining personal success based on individual priorities rather than societal norms. For him, focusing on running a single, successful gym and teaching others aligns with his values, inspired by advice from Seth Godin. He highlights prioritizing family time and personal happiness over relentless business expansion. 3. Client-Centric Business Model: Understanding your target market is crucial. Vince shares that his premium pricing strategy—charging $500 a month for gym memberships—works well with his affluent clients like doctors and lawyers. This stems from deeply understanding their needs, fears, and desires, as emphasized in a recent talk he gave where he advocated for earning a "Ph.D in customer insights." 4. Data-Driven Decision Making: Gabriele stresses the importance of data and basic "financial literacy" for making informed decisions. He describes his gym's process of maintaining detailed client cards, which combine both tangible data (e.g., physical conditions) and intangibles (e.g., personal details) to personalize client experiences. This approach helps gym owners focus on client acquisition, retention, and cash flow. 5. Building Community Within Gyms: A strong sense of community is more than just a buzzword in the HALO sector. He highlights actionable strategies such as organizing local events to drive client retention and foster a communal atmosphere. Vince cites the success of CrossFit in creating such an environment, stressing that true community building requires both ongoing effort and authentic engagement. Click here to download transcript.  Resources:  Vince Gabriele: https://vincegabriele.com/  Fitness Business University: https://vincegabriele.com/podcasts/  Click for a free Small Group Personal Training book!  Prospect Wizard: http://www.theprospectwizard.com Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com  Connect With Us:  Instagram: https://www.instagram.com/thehaloadvisors/?hl=en  Facebook: https://www.facebook.com/Integritysquare  YouTube: https://www.youtube.com/@halotalks  LinkedIn: https://www.linkedin.com/company/integrity-square/  Website: https://www.halotalks.com

The Color of Money | Transformative Conversations for Wealth Building
63. Adapting to Shifts and Elevating Client Value

The Color of Money | Transformative Conversations for Wealth Building

Play Episode Listen Later Oct 23, 2024 40:12


Change is inevitable; growth is optional. The real estate industry is undergoing significant changes, but good leaders will leverage this shift for growth. In today's episode, we go over the terminology and mindset shifts that need to happen.We talk about shifting the value conversation from "commission" to "compensation" and creating a menu of services for our clients. We also discuss how our conversations with other real estate agents need to be more on point to ensure the process works for everyone.Most importantly, we talk about how to adjust leadership styles during this time of change. We discuss the importance of clarity, prioritization, and preference for action. Now is the time to reconnect, redefine, and re-communicate who we are and where we're going.Resources:Learn more at The Color of MoneyRead “Thanks for the Feedback”Become a real estate agent HEREConnect with Our HostsEmerick Peace:Instagram: @theemerickpeaceFacebook: facebook.com/emerickpeaceDaniel Dixon:Instagram: @dixonsolditFacebook: facebook.com/realdanieldixonLinkedIn: linkedin.com/in/dixonsolditYouTube: @dixongroupcompaniesJulia Lashay:Instagram: @iamjulialashayFacebook: facebook.com/growwithjuliaLinkedIn: linkedin.com/in/julialashay/YouTube: @JuliaLashayBo MenkitiInstagram: @themenkitigroupFacebook: facebook.com/obiora.menkitiLinkedIn: linkedin.com/in/bomenkiti/Produced by NOVA MediaThis podcast is for general informational purposes only. The guest's views, thoughts, and opinions represent those of the guest and not KWRI and its affiliates and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.Advertising Inquiries: https://redcircle.com/brands

Bitch Slap  ...The Accelerated Path to Peace!
714 - Mastering Sales with Empathy: A Conversation with Diane Helbig on Modern Sales Strategies

Bitch Slap ...The Accelerated Path to Peace!

Play Episode Listen Later Jul 24, 2024 67:11


In this episode, I interview Diane Helbig, a growth accelerator who transforms small business owners and salespeople into master strategists. Diane shares insights on how to redefine sales processes, focusing on empathy and human connection. We discuss practical strategies for leveraging LinkedIn, understanding your ideal client, and breaking free from outdated sales tactics. Diane also reveals her approach to coaching and the importance of a flat hierarchy in business. This episode is packed with actionable advice for anyone looking to improve their sales strategy and business growth.Show NotesGuest Introduction: Diane Helbig, growth accelerator, author of "Succeed Without Selling," and host of "Accelerate Your Business Growth" podcast.Key Topics Discussed:Importance of empathy and human connection in sales.Practical LinkedIn strategies for connecting with potential clients.Redefining the sales process and understanding the value from the client's perspective.The benefits of a flat hierarchy in small businesses.Diane's favorite training topics: sales, dealing with difficult people, and leadership.The concept of being a “Chief Improvement Analyzer” and how it helps businesses grow.Where to Find Diane:Website: Helbig EnterprisesPodcast: Accelerate Your Business Growth Mischa's Stuff!Join my Podcast guest speaking Masterclass: Register Now This Masterclass will teach you:How to speak with confidence and authenticity.How to find podcasts that attract your ideal audience.How to get booked without the hassle.Ideal for coaches, course creators, and heart-centered entrepreneurs who want to generate leads, customers, and sales in a genuine way.Join us and start your journey to becoming a podcast guest-speaking pro!Register Now For social Media: FaceBook - https://www.facebook.com/MrMischaLinkedIn - https://www.linkedin.com/in/mischaz/Subscribe and share with your business associates who could use a listen!

The Aaron Novello Podcast
How to Become a TOP Real Estate Agent: Benefits of eXp Realty, Adding Client Value, & More!

The Aaron Novello Podcast

Play Episode Listen Later Jul 13, 2024 59:24


In this episode, I share how to become a top real estate agent and the incredible benefits of eXp Realty with John Mikesh. We'll dive into how to add value to real estate clients and create a strong value proposition in real estate. I'll share real estate agent tips and insights on the eXp rev share model. To learn more about eXp use this link to schedule a call with me! https://calendly.com/aaronnovello/30min?month=2024-01In this mash-up episode there are plenty of tips on growing your real estate business, how to be a successful real estate agent, and my personal real estate success story. Learn how to be a leader in the real estate career and find the ONE thing more important than money in real estate! Whether you're new to the industry or looking to elevate your real estate career, this episode is packed with actionable advice and inspiration.Be sure to like and subscribe for more! 

Pioneers and Pathfinders
Keith Maziarek

Pioneers and Pathfinders

Play Episode Listen Later Jul 10, 2024 33:53


Keith Maziarek joins us on the podcast today. Keith is Director of Pricing and Legal Project Management at Katten Muchin Rosenman. Keith entered the legal world as a Marketing and Communications Manager at the ABA, where he learned about working with lawyers, as well as the business side of the industry. He later went on to serve as a business development manager at DLA Piper. There, Keith began exploring pricing and profitability matters, eventually becoming the firm's first head of strategic pricing. He continued in this field at Perkins Coie, where he worked as Senior Director of Client Value. Today, in his wide-ranging role at Katten, he collaborates with others to design, build, and implement the firm's robust and scalable strategic pricing, profitability, process improvement, legal project management, and client value capability. Additionally, Keith is a board member of the Legal Value Network, where he helps further the evolution of the business of law in the commercial legal services sector. He has also authored several published articles on the topics of pricing, client value, and collaboration, and he speaks regularly at industry conferences. In today's discussion, Keith talks about what led him to work in pricing, how discussions about pricing have evolved in the legal profession, the key factor about generative AI tools that people often overlook, and how he became involved with the Legal Value Network.

ABA Banking Journal Podcast
Maximizing business, client value from SBA loan programs

ABA Banking Journal Podcast

Play Episode Listen Later May 10, 2024 19:09 Transcription Available


What's new with Small Business Administration lending this year, and how can bankers maximize the value of the SBA loan guaranty programs? On the latest episode of the ABA Banking Journal Podcast — sponsored by Biz2X — Erik Daniels of U.S. Bank, the nation's fourth-largest SBA originator by number of loans, talks about how U.S. Bank builds SBA into its overall business banking strategy. Daniels highlights the role of SBA lending in making efficient use of capital, mitigating risk, providing more tailored solutions to businesses and driving Community Reinvestment Act impact. He also talks about the value the bank gets out of making SBA loans as a portfolio lender, “which gives our customers great opportunity with rate structure, modifications, any flexibility down the road. . . . Being a portfolio owner gives us the optionality to help them in any way that we can to make their experience a good one.” Daniels also discusses anticipated changes to SBA programs in 2024 and 2025, and he shares insights on the small business outlook from U.S. Bank clients and survey research. This episode is presented by Biz2X.

10x Mastermind Group
Episode 181: Live Q&A - Mentorship, Adding Client Value, Pricing Strategies

10x Mastermind Group

Play Episode Listen Later Apr 23, 2024 54:38


The key points discussed in this meeting will be listed below: Employee Mindset: View yourself as a business owner, even as an employee, to enhance value and ownership, making oneself indispensable and more likely to receive raises and promotions. Mentorship: Utilize mentors strategically for specific areas of business development, adhering closely to their advice during the relevant growth phases, then progressing to new mentors as needed. Adding Client Value: Deeply understand clients' businesses through effective questioning during the discovery phase and offer comprehensive strategic advice beyond basic service offerings to significantly boost value. Pricing Strategies: Employ value-based pricing where the price reflects the perceived value offered to clients, rather than cost-based or arbitrary pricing, ensuring prices align with the enhanced value provided. Implementation and Growth: Actively apply the discussed strategies in one's current job or business, seek out new mentors for specific skills, understand clients' full business needs, and reassess pricing strategies to ensure alignment with the value delivered.

Path 2 Freedom
The Bletchley Group: A Deep Dive into Business Strategy and Growth

Path 2 Freedom

Play Episode Listen Later Apr 11, 2024 66:16


In this podcast episode, the Wes engages with Jim Stevenson, CEO of the Bletchley Group, in a deep dive into entrepreneurship, business strategy, and the role of technology in business growth. Stevenson recounts his journey from working at IBM in Europe to founding his own company, emphasizing the importance of control over one's career and the freedom to select clients. They discuss the challenges businesses face, particularly in aligning vision and strategy. The episode also covers the significance of passion, team building, and client experience in business success.   Connect with Jim:   Website: https://www.bletchleygroup.com Linkedin: https://www.linkedin.com/in/jimstevenson/   TIMESTAMPS:   Introduction to the Bletchley Group (00:03:17) The Bletchley Group's services (00:04:19) Using technology for real business objectives (00:09:13) Navigating technology options (00:11:42) Customizing technology for customer experience (00:16:26) Viewing entrepreneurship as a controlled risk (00:20:57) Financial Security and Client Independence (00:25:09) Recognizing Red Flags in Clients (00:26:15) Firing Problem Clients (00:29:37) Franchise Validation and Client Selection (00:31:05) Client Value and Ownership (00:32:22) Sales Strategies and Client Mentorship (00:35:57) Extreme Ownership and Business Vision (00:39:33) Common Business Obstacles (00:40:58) The importance of vision and structure (00:43:28) The value of a written vision (00:45:29) Franchise model benefits and support network (00:52:45) Advice for aspiring entrepreneurs (00:57:23) Discovering passion in business (01:02:30)     If you would like to learn more about a particular franchise opportunity, or discuss franchise ownership in general - feel free to use the link to my calendar below to schedule a free, no-obligation introductory meeting.   https://calendly.com/wes-barefoot/introcallwithwes   Join the FREE Path To Freedom Facebook Group here: https://www.facebook.com/groups/1634819733719715/   7 Steps to Owning a Franchise: https://path2frdm-1.hubspotpagebuilder.com/path-to-freedom-about-franchising   Connect with Wes: Instagram: https://www.instagram.com/path2frdm/ Facebook: https://www.facebook.com/path2frdm Linkedin: https://www.linkedin.com/in/wesleybarefoot/     #PathToFreedom #Business #Franchise

Marketing Mistakes (And How To Avoid Them)
Mastering Brand Clarity and Client Value

Marketing Mistakes (And How To Avoid Them)

Play Episode Listen Later Mar 5, 2024 31:21


In this episode, Stacy and Kaye chat about building clarity around your brand to drive sales and work with clients who appreciate you. --- Send in a voice message: https://podcasters.spotify.com/pod/show/hollywood-branded/message Support this podcast: https://podcasters.spotify.com/pod/show/hollywood-branded/support

Wings Of...Inspired Business
Pricing for Profit: Serial Entrepreneur Erin Haag on Breaking Financial Mindset Barriers to Price with Confidence

Wings Of...Inspired Business

Play Episode Listen Later Feb 27, 2024 38:30


Erin B. Haag is a serial entrepreneur and the creator of Pricing Overhaul®. A self-proclaimed “Math Nerd” and mom of two, Erin leverages her advanced mathematical understanding from 20 years working with numbers, metrics, and pricing for large corporations and small business alike, to help entrepreneurs shift their mindsets around money and math, overhaul pricing for profitability, and earn more from your business than you thought possible.

Seven Figure Agency Podcast with Josh Nelson
7 Key Strategies to Elevate Agency Growth & Client Value

Seven Figure Agency Podcast with Josh Nelson

Play Episode Listen Later Feb 15, 2024 15:28


Boosting Agency Success with a Full-Service Approach Adopting a comprehensive strategy is crucial. By combining seven key strategies, agencies can significantly enhance their impact. This approach not only improves results but also delivers exceptional value to clients. Consequently, focusing on sales growth is essential. As a result, agencies establish themselves as indispensable partners. [...] The post 7 Key Strategies to Elevate Agency Growth & Client Value appeared first on Seven Figure Agency.

Health Coach Radio
Crafting Your Unique Coaching Approach with Nick Davies

Health Coach Radio

Play Episode Listen Later Feb 7, 2024 66:06


Nick Davies is a "Business Coach to Financial Professionals" and he is here to teach us how to leverage experiences, target audiences, set our pricing, and set clear expectations for your coaching business. He emphasizes using clear language, taking action, and treating your coaching as a business. Nick also shares his processes, methodologies, and actionable advice for health coaches, drawing from his background in banking and his passion for health. He discusses the importance of leveraging previous experiences and targeting specific audiences, such as financial executives and business owners. Nick, along with Erin and Laura, delve into the topic of pricing and viability in the market for health coaches, focusing on the need for coaches to bring their unique approach and set themselves apart. They also discuss the pre-coaching process and the role of sales calls in qualifying potential clients, focusing on creating awareness and assessing if we have the solution to their problem. Throughout the episode, they highlight the transformative nature of coaching, creating a vision for clients' futures, and finding the balance between pain and pleasure. Taking action and continuously improving our coaching skills are key to long-term success. Connect with Nick on: MindScan Profile: https://mindscanhvp.com/introduction LinkedIn: https://www.linkedin.com/in/coachnicholasdavies/ Website: https://proadvisorcoach.com YouTube: https://www.youtube.com/@proadvisorcoach IG: https://www.instagram.com/proadvisorcoach/ Episode overview: 0:00:00 Introduction to Nick Davies, a Successful Health Coach 0:01:11 The joy of having meaningful conversations in coaching 0:09:35 Health Coaches Afraid to Set their Price 0:12:48 Sustainable Pricing for Health Coaches and Client Value 0:17:05 The Challenge of Empowering Individuals in Healthcare 0:19:57 The Importance of Illuminating Blind Spots in Enrollment Calls 0:25:17 Exclusive Access to Primal Health Coach Institute and Virtual Summit 0:25:46 Certainty vs. Outcome: A Shift in Approach 0:30:35 The Triple A Approach: Awareness, Action Plan, Achievement 0:34:08 Reminding clients of their goals and values 0:40:31 Granular Goal Setting: The Importance of Small Steps 0:43:24 Confident Execution: Starting Small and Building Momentum 0:48:04 The 12-week program as a starting point for change 0:51:18 Working with clients in a 90-day container, with flexibility 0:55:50 The art of creating change and excitement 1:04:17 Importance of clarity and self-reflection as a health coach   ---   Health Coach Radio is a podcast that dives deep into the world of health and fitness coaching, brought to you by Primal Health Coach Institute, founded by the renowned Mark Sisson. Join your hosts, Erin and Laura, both proud graduates of Primal Health Coach Institute, as they share inspiring stories and expert insights on elevating your coaching practice.   If you're curious about transforming your life through the power of health and/or fitness coaching, visit primalhealthcoach.com. Discover the transformative journey of Primal living and explore how Primal Health Coach Institute can empower you to make a real impact on people's lives.

More Business More Life
MBML EP 97: Curating a Client Value Journey

More Business More Life

Play Episode Listen Later Jan 23, 2024 40:45


We all want the "WOW" factor, the "WOW" experience. If we want to deliver that to our clients, we need to have a clear direction of the journey that we want to take our clients on: our client value journey. And how do we turn into the most simple mechanism that will help us have more business and more life right now? All of that and more about creating value in this episode. Let's dive in. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sam Miller Science
S 617: Lifetime Client Value: The Ultimate Metric of Success In Your Business & Impact

Sam Miller Science

Play Episode Listen Later Jan 3, 2024 54:25


While the shock and awe of Stripe screenshots may do well for engagement on social media, there's a metric most business coaches don't talk about that you need to track if you want to be an in-demand expert coach for the long term. You may have heard of the term Lifetime Value or LTV but I want to be more specific when it comes to coaches and service based companies and call it LCV or Lifetime Customer Value. This is the duration a client spends in your business purchasing the solution to their problem. I'll explain why this is so important, examples from my past and in the marketplace, why skills will always pay the bills, and more! Topics include:   - What Most Coaches Don't Talk About - Having Your Best Interest In Mind - You Probably Have the Basics Down - Personal Brand and Content as Marketing - Leveraging Lifetime Customer Value - Defining LTV or LCV - Looking Back at My Career - How to Boost LCV - Mastermind Example - Skills Pay the Bills - James Andrews Example - Retention and LCV - Castaway Example - Building a Better Boat - What Happens After 12 Weeks or Months? - Solving Problems Will Make You Money - Episode 514 - Quick Fix Tactics Don't Work in Marketing or With Clients - How We Can Help - Please Share, Rate, and Review ----------  Subscribe to My New Youtube Channel:  https://youtube.com/@sammillerscience?si=s1jcR6Im4GDHbw_1 ----------  My Live Program for Coaches: The Functional Nutrition and Metabolism Specialization  www.metabolismschool.com ---------- [Free] Metabolism School 101: The Video Series http://www.metabolismschool.com/metabolism-101 ---------- Grab a Copy of My New Book - Metabolism Made Simple ---------- Stay Connected Instagram: @sammillerscience Youtube: SamMillerScience Facebook: The Nutrition Coaching Collaborative Community  TikTok: @sammillerscience  ---------- “This Podcast is for general informational purposes only and does not constitute the practice of medicine, nursing or other professional health care services, including the giving of medical advice, and no doctor/patient relationship is formed. The use of information on this podcast and the show notes or the reliance on the information provided is to be done at the user's own risk. The content of this podcast is not intended to be a substitute for professional medical advice, diagnosis, or treatment and is for educational purposes only. Always consult your physician before beginning any exercise program and users should not disregard, or delay in obtaining, medical advice for any medical condition they may have and should seek the assistance of their health care professionals for any such conditions. By accessing this Podcast, the listener acknowledges that the entire contents and design of this Podcast, are the property of Oracle Athletic Science LLC, or used by Oracle Athletic Science LLC with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this Podcast may save and use information contained in the Podcast only for personal or other non-commercial, educational purposes. No other use, including, without limitation, reproduction, retransmission or editing, of this Podcast may be made without the prior written permission of Oracle Athletic Science LLC, which may be requested by contacting the Oracle Athletic Science LLC by email at team@sammillerscience.com. By accessing this Podcast, the listener acknowledges that Oracle Athletic Science LLC makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast."

The Fitness Business School with Pat Rigsby
Extra Credit - Maximizing Client Value

The Fitness Business School with Pat Rigsby

Play Episode Listen Later Jan 1, 2024 45:41


Listen in as Pat explains how to Maximize Client Value For Pat's Free Bundle of Best Selling Books: https://patrigsby.com/podgift/ ----- Want a surge of new clients and revenue over the next 6 Weeks with ZERO FEE and no obligation to continue? If you're a current business owner who wants to add 50K or more in annual revenue over the next 12 month, you can Test Drive our coaching program for 6 Weeks with no fee or even an obligation to continue as a way to demonstrate how we can help you grow your business. No strings attached. No obligation. You get our best coaching and tools...and hopefully, you'll love it enough that you want to keep working together.   Learn more here: https://patrigsby.com/iba-six-weeks - Complete Your Ideal Business Scorecard. There is a proven framework to creating your Ideal Business. Find out how you score across the 8 Ideal Business Rules - https://patrigsby.com/scorecard -- Join Fitness Lead Academy. If you'd like to get more leads and clients but don't want to pay for an Agency to run your ads...visit http://fitnessleadacademy.com/ ...we'll be opening territories again soon and those who reply will go to the front of the line.

Live Life Liberated
Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)

Live Life Liberated

Play Episode Listen Later Sep 27, 2023 27:23


Advisors, are you seeking the secret to delivering unparalleled value to your high-net-worth clients? In a world where wealth advisory excellence is defined by innovation and collaboration, you might want to explore the power of joint casework. In this episode, Samantha Lawrence, CFP®, Associate Advisor, interviews Gregg Gottlieb, CFP®, co-founder of Regal Wealth Advisors, about … Read More Read More

The Scaling Lounge: Business Strategy • Operations • Team
Delivering Outcomes With Mad Respect - How To Improve Your Curriculum and Course Design and Your Learner's Experience with Steve Corney

The Scaling Lounge: Business Strategy • Operations • Team

Play Episode Listen Later Sep 1, 2023 65:18 Transcription Available


If you've been fed a bunch of lies about course creation that go something like this - 'Oh! It's easy! Spin up a group coaching program, charge $5k a person, and then just show up once a week from the Bahamas and drink mojitos!' - and you're wondering why it's not exactly going that way for YOU...Well.With love in our hearts, we say this: if your clients/students/learners aren't achieving the outcomes you've promised them, you're probably not caring enough about their experience with your curriculum. Quick overview of what we cover:Your audience is definitely paying attention to more of what you're doing (and not doing) than you thinkHumans are natural thrift seekers - you'll lose their respect if don't address incongruities between what you offer + what you deliverWhy "I'm looking for X amount of people this month" is total BS and everyone knows itWhy you'll never go wrong operating from this motto - deliver on outcomes promised, not to the FEW but to the MANYWhen your people aren't succeeding, is it better to tweak your curriculum or your promise?Why the lack of curriculum mapping is one of the fundamental flaws of the course creation industryWhy your offer is never going to sell (no matter how sexy your marketing is) if you can't get your promise of value rightWhat people are really paying you for as an expert may not always be what they want to hear + do Anticipating needs and obstacles in your curriculum is one of the best ways to nurture your learner's respect (and why taking action on their feedback allows you to keep it close to heart)The quickest way to figure out why your course/curriculum isn't working that costs you ZERO dollarsCHECK OUT STEVE + ADRIANE'S PROJECT: Click here to get on the waitlist for our program launchFollow us: @servicedrivenscalingLISTEN TO MORE EPISODES WITH STEVE:Click here for Episode 45, How Bro Marketers Have Destroyed Digital Learning Click here for Episode 55, Marketing With Integrity in a Post-Bropocalypse World Click here for Episode 63, The 5 Elements of a Successful Digital Sales Event Funnel with Steve Corney Part 1Click here for Episode 64, The 5 Elements of a Successful Digital Sales Event Funnel Part 2 Click here for Episode 67, The Critical Metrics Most Coaches and Course Creators Aren't Tracking for Long-Term SuccessClick here for Episode 70, The Secret Weapons of Generating More Leads and Converting More Sales Click here for Episode 73, Trust Isn't Enough to Sell Courses or Group Coaching Programs: Extending Your Lifetime Customer Value Via Respect and ConsentRESOURCES: Click here to join Adriane's Scalable Foundations MembershipClick here to get on the waitlist for Sustainable Growth LabClick here to work with Adriane and the Soulpreneur AgencyBook a call with Soulpreneur to grow your businessCONNECT W/ STEVE: Instagram: @steve_corneyLinkedIn: @thisisstevecorney

The Perfect RIA
Success Strategies, Client Value, and Niche Mastery

The Perfect RIA

Play Episode Listen Later Jul 21, 2023 13:00


In today's episode, we explore the art of saying "no", setting intentions to prioritize what truly matters, and seven tips that are stopping you from achieving growth. Discover how advisors can deliver exceptional value to clients, and the power of finding your niche and targeting your ideal customer. Listen in as we recap this week's highlights and action items. Listen to this week's episodes: Top 7 Things You Have To Stop Doing To Be Successful [Episode 213] Unlocking Advisor Success & Adding Six Figures With Guest Sten Morgan Niche Slapping Time https://bit.ly/44i1xqe

PRIME REAL ESTATE
"Commercial Real Estate Revolution: Justin Konikow Shares Six-Figure Saving Secret with Mentor Ryan Serhant #GameChanger"

PRIME REAL ESTATE

Play Episode Listen Later Jul 15, 2023 2:17


"Ever wondered how a lawyer, known for their negotiation skills, could save over six figures on a lease renewal without even lifting a finger? In this transformative video, Justin Konikow unravels this real-life story to his mentor, industry powerhouse Ryan Serhant. This isn't just a success story; it's a glimpse into the future of commercial real estate. As experts in the field, we are flipping the script on traditional real estate models to provide unmatched value without costing our clients anything. Join us on this exciting journey of revolutionizing commercial real estate and see for yourself how the game has changed! Remember to subscribe and hit the like button for more unique insights. #CommercialRealEstateRevolution #SixFigureSaving"

Between Meetings with Matt Heine
Ep 79: Evolving the client value proposition with technology – Matt Heine

Between Meetings with Matt Heine

Play Episode Listen Later Jul 7, 2023 39:55


In this episode, Matt jumps into the hot seat to be interviewed by Peita Diamantidis on the Ensombl AdviceTech podcast. They discuss how advisers are using technology to differentiate their offering and build their client value proposition. Matt shares the efficiencies of managed accounts during turbulent markets, integrating ESG into the offering, cyber-security considerations for firms, and how Artificial Intelligence is being used to provide insights, manage back-office administration and deepen client relationships. He also chats through the continuously evolving client expectations of technology and how Netwealth is providing technology and services to help advisers meet these expectations. Listen to more Ensombl AdviceTech episodes: https://ensombl.com/series/friday-advicetech-podcast/

Gathering The Kings
Leveraging Discipline To Win 200M in Sales W/ Dustin Parker

Gathering The Kings

Play Episode Listen Later Jul 6, 2023 54:11


Buckle up for a mind-blowing discussion with Dustin Parker, the game-changing Co-Founder & CEO of The Parker Group. Pivoting from a full-time teaching career to the unpredictable realm of Real Estate, Dustin and his wife's evolution is a testament to the power of courage and adaptation. Today, their grit and perseverance have paid off, culminating in an impressive projection of $200 Million in sales in Delaware in 2023.This unmissable episode of Gathering the Kings podcast with Chaz Wolfe takes a deep dive into the critical topics of Delayed Gratification, Self-Discipline, Client Value, and Employee Management. Each filled with actionable insights and practical wisdom. Grab your headphones, hit that play button, and join us in the thrill of the entrepreneurial journey!During this episode, you will learn about;[00:48] Intro to Dustin Parker and his business[01:37] The burning desire inside of Dustin that keeps him pushing for more[05:18] Dustin's view of being an entrepreneur[10:32] Dustin's transition to real estate[16:40] How Dustin's origins has shaped his views in the present[19:34] The steps Dustin took to gain self discipline[25:57] The work that goes into filling the pipeline[34:30] A good business decision that Dustin has made[37:55] Dustin reflects on a bad business decision that he has learned from[39:36] Dustin's tips on leading people[42:17] What is the number one thing Dustin is tracking in his business right now[42:32] Dustin's recommended resources[45:43] Dustin's view on work- life obsession[50:54] What advice would Dustin give to the younger version of himself?[51:53] How to connect with Dustin[52:45] Info on Gathering The Kings MastermindNotable Quotes"If you're always the practitioner in the business, you're limiting the potential growth you could have." - Dustin Parker"I'm always more interested in the person that shows up in the beater than in the one that shows up in the Maserati." - Dustin Parker"The risk is actually greater staying in a job that you don't love for your whole life. More than anything, I like the journey of entrepreneurship." - Dustin Parker"I'm still very much in the grind, but it's the grind that I enjoy." - Dustin Parker"Good seeds planted always reap a good harvest." - Chaz Wolfe (Host)"Go serve. Just go love people." - Chaz Wolfe (Host)"The perspective of changing the boss to yourself or your spouse, or even your children is a huge shift that most people don't make." - Chaz Wolfe (Host)Books and Resources Recommended:Gerber, Michael E. The EMyth. HarperBusiness, 1985.Amazon.com: The E Myth: Why Most Businesses Don't Work and What to Do About It: 9780887303623: Gerber, Michael E.: BooksFerriss, Timothy. The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich. Crown Publishers, 2007.Amazon.com: The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich (Expanded and Updated) (Audible Audio Edition): Ray Porter, Timothy Ferriss, Blackstone Audio, Inc.: BooksCollins, Jim. Good to Great: Why Some Companies Make the Leap... and Others Don't. HarperBusiness,...

The Agency Accelerator
The Four Levels of Client Value in Account Management with Jenny Plant

The Agency Accelerator

Play Episode Listen Later Jun 8, 2023 32:42


In this week's podcast, Rob talks to Jenny Plant from Account Management Skills about effective account management. They discuss the importance of building respectful relationships with clients and the value of sales training for account managers. They also delve into when and if you should be splitting account management and project management roles in your agency, touching on the benefits and challenges of doing so.  Key takeaways include the four levels of client value, the different DISC profiles of account managers and project managers, and the importance of acknowledging the different skill sets in agency roles.  Time Stamp [01:58] Jenny outlines the importance of sales training for account managers and notes the missed opportunity for agencies without investing in this skill. [07:27] 4 Levels of Client Value: Tips for Growth: Level 1 is excellent service, Level 2 is delivering a fantastic customer experience. Level 3 is focusing on an outcome and Level 4 is discussing the future and upselling additional services.  [11:14] Account managers should prioritise delivering outcomes, being strategic partners, and proactively informing clients of additional services. [18:37] Importance of considering natural behaviors and skill sets of different agency roles like project managers and account managers. Differences highlighted based on profiling data, with account managers focused on communication, presentation, and relationship building. [23:21] Struggle of account managers with business development leads to hiring business development professionals who may not be successful. Splitting into account manager and project manager roles might alleviate it, but effective collaboration between the two is crucial. [28:51] Good account managers recognise a respectful and balanced relationship with clients, step out of their comfort zones, identify opportunities, retain and grow clients. Final question to guest: what advice would you give your younger self starting out in business? Quotations “When they ask clients the question, would you like your agency to leverage the understanding they have working with other clients and share it with you? 100% of clients say yes, but less than 20% of agencies actually do that." — Jenny Plant  "Don't assume that as your career develops, you will naturally be a full, rounded account manager. Those skills need to be taught." — Rob Da Costa "The Zone of Wasted Effort": "There's a point that you reach in the client relationship where you need to be bringing new ideas and painting a picture of the future, being critical, getting involved in their business and helping them develop further. But instead, you're just stuck in this retentive account retention loop."— Jenny Plant 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: Account Management Skills' WebsiteFind Jenny on LinkedInRegister for my FREEE value-packed Agency Accelerator LIVE events (every Wednesday morning at 9am(UK)

Tech Talks
How to adopt emerging tech? Throw away your old processes.

Tech Talks

Play Episode Listen Later May 30, 2023 23:43


On today's show we welcome Louwki Coetsee, Group VP Sales & Client Value at Netsurit. His role is to understand how their clients' current technical needs and help them plan for future needs. In a market that is rapidly evolving and hard to predict, that's harder than ever.

Small Business Talk Podcast
Are you adding value?

Small Business Talk Podcast

Play Episode Listen Later May 26, 2023 7:38


Welcome to Episode 194 of the Small Business Talk podcast with Cathy Smith. In today's episode, we delve into the concept of value - both from the perspective of a business and its clients. As the world of business constantly evolves, so too must our strategies to add value and innovate. Drawing on over 22 years of marketing experience, Cathy shares insights on how to effectively reach audiences, the importance of customer trust, and the potential of both paid and organic advertising. This episode also highlights notable case studies from industry giants, such as Kodak and Coke, illustrating how their strategic decisions impacted their business trajectories. Furthermore, we discuss how understanding your customer's journey, needs, and transformation can better inform your marketing efforts. So join us as we explore how to provide the value your customers are seeking. Here the full episode at Small Business Talk with Cathy Smith brought to you by CATCO EnterprisesSee omnystudio.com/listener for privacy information.

ILTA
Helping Attorneys Overcome Mindset that Technology is Just a Support Function

ILTA

Play Episode Listen Later May 12, 2023 47:15


How can we articulate the value of technology in helping meeting client expectations and improving the bottom line? In this session, the speakers discussed this and more. Questions Glenn will ask the speakers:   -There is a  perception by some attorneys that technology is a cost of business and, specifically, only a support function. Where do you think this stems from? -Based on this perception, each of you have likely identified strategies to convince attorney and leaders that technology is more than simply a cost of doing business. What strategies have you employed or seen others employed to convince attorneys of the benefit of technology? -The best made plans, particularly for a junior leader, may look great on paper but suddenly become challenging when put to practice.  Throughout your career, what obstacles have you faced when employing these strategies?  Are there any risks?  Have any backfired? -For new C-suite or director level leaders, what would you encourage them to do to advocate for technology projects particular in light of the current economy? How do you  recommend they approach business value/ROI when proposing technology? -To help with your persuasion, do you engage with client teams such as their legal department) to better understand their business needs? - We've touched on a few of the key stakeholders but there are certainly more.  Do you find that you need to approach stakeholders in different ways when convincing them of a technology's value? - Can you share any examples of where technology clearly helped the bottom line? -Any final thoughts? Moderator: @Glenn Hoxie -Senior Project Manager, Practice Innovation, Paul Hastings LLP Speakers: @Leslie Brown - Director of Client Value, Blank Rome LLP @Paul Unger -  Partner, Affinity Consulting @Jacqueline Schafer - CEO, Clearbrief @Brendan Miller - Legal Innovation Professional and Attorney” (previously Director of Practice Systems & Innovation for AmLaw 100 firm Recorded on 05-11-2023

Gym Rescue Podcast
Do You Know Your Average Client Value?

Gym Rescue Podcast

Play Episode Listen Later Mar 15, 2023 11:22


20 Minute Leaders
Ep1018: Louwki Coetsee | Group Vice President: Sales & Client Value, Netsurit

20 Minute Leaders

Play Episode Listen Later Mar 2, 2023 21:10


Louwki's entire career has been devoted to serving companies' technical needs. After earning his Master Network Engineer qualification, he became a technical trainer for Torque-IT, and shortly after this, he was promoted to Technical manager. Louwki then joined Tronic Trade Technology Holdings and served as Technical Manager. He then spent over a decade at Netsurit starting as a Senior Technical Consultant. He worked his way up to Head of Support at Netsurit and was part of the executive committee. Following a 3-year stint at Dimension Data as a Service Improvement & Enablement Manager and part of the GSC Management team, he re-joined the Netsurit team in 2017 to help grow the US business.

Agile Digital Transformation
Louwki Coetsee - Balancing people, processes, and systems for successful digital transformation

Agile Digital Transformation

Play Episode Listen Later Feb 23, 2023 18:24


Louwki Coetsee is the Group Vice President of Sales & Client Value at the IT innovation and digital transformation accelerator Netsurit.In this episode, we talk about the importance of balancing people, processes, and systems for effective digital transformation. We discuss the impact of Covid and related disruptions, best practices for leveraging new technologies and driving innovation, and the key leadership traits for a successful, balanced transformation.Links & mentions:netsurit.comlinkedin.com/company/netsuritlinkedin.com/in/louwki-coetsee

TwoBrainRadio
The No. 1 Way to Increase Client Value and Retention in Your Gym

TwoBrainRadio

Play Episode Listen Later Feb 20, 2023 24:42 Transcription Available


The Prescriptive Model has been used by hundreds of Two-Brain gyms across the world, and it's one of the most effective ways to increase revenue and retention.The short version: Gym owners meet with prospective clients, find out about their goals and prescribe the ideal plan to accomplish them. Then they meet with clients quarterly to review progress and make program adjustments that keep the clients on track.Entrepreneurs who use the Prescriptive Model at their gyms have a much easier time closing sales with high-value clients. We track sales metrics in hundreds of gyms, and the free consultation at the beginning of the Prescriptive Model beats the free trial when it comes to closing rate. The cyclical nature of the Prescriptive Model also keeps gym clients engaged. The first 90 days of membership are critical to retention in a fitness facility, and our model contains precise tactics that measurably improve retention. In the gym industry, average client retention is 7.8 months. The average Two-Brain client's retention is more than double that: 18.8 months. Finally, the Prescriptive Model has a profound effect on total revenue and average revenue per member. It allows gym owners to present high-value solutions to prospective clients in a simplified, direct, genuine manner. At subsequent meetings to review progress, clients regularly upgrade their packages.In this episode, Chris Cooper breaks down the Prescriptive Model step by step, and he lays out the solutions to implementation problems you might encounter so you can start using the model today to improve your gym.LinksBook a CallGym Owners United1:57 - The Prescriptive Model step by step9:16 - How the model increases your value13:55 - Mistake 1: no consultation16:09 - Mistake 2: no objective measurements17:02 - Mistake 3: no prescription upgrades18:51 - Mistake 4: forgetting nutrition20:25 - Mistake 5: not doing goal reviews

Pioneers and Pathfinders

Today we speak with Alma Asay, senior director of Practice Innovation and Client Value at Crowell & Moring. Alma's interest in innovation began while she was a litigator at Gibson, Dunn & Crutcher, using technology to improve efficiency for the firm's clients. Without any experience in the technology industry or as an entrepreneur, she founded Allegory, a cloud-based litigation management platform that delivers services and insights across the entire litigation spectrum. The story of her journey with Allegory is a fascinating one of challenges, successes, and enormous perseverance. In 2017, Integreon bought the company, making Alma the first female founder to have a legal technology business acquired. At Crowell & Moring, Alma has built the firm's innovation department, where she and her team address technology and legal operations needs. In today's discussion, Alma talks to us about the lessons she learned in starting a company, the advice she shares with women entrepreneurs, and the impact her traveling experiences have had on her professional life.

eCom Logistics Podcast
How to Reframe 3PL Using a Customer-First Mindset with Dusty Holcomb

eCom Logistics Podcast

Play Episode Listen Later Jan 9, 2023 39:46


For this episode of the eCom Logistics Podcast, we welcome Dusty Holcomb, CEO of Red Stag Fulfillment. Today, Dusty drills into everything about increasing client value. He talks about how he quickly found a common mission with Red Stag in being people-focused, client-centric, and having a get-stuff-done mindset.Dusty discusses how being people-first is also a strategy for a business's longevity and becoming a 3PL partner that people want to work with. He then focuses on creating a customer experience by doubling down on areas of expertise and gives technical and financial considerations if you are planning on going big and bulky. ABOUT DUSTYDusty Holcomb, an exemplary executive with a 20+ year senior leadership career, is passionate about building innovative and high-performance leadership teams. He is known for solving complex competitive challenges and being able to “connect the dots” between what currently exists and what can and should exist in the future. He has leveraged these skills to reimagine products, services, and systems utilizing his extensive expertise in leadership, technology, and logistics. Dusty is known for his deep belief in the value of creating a differentiated customer experience as the primary driver of predictable recurring revenue growth.As the CEO of Red Stag Fulfillment, a rapidly growing third-party ecommerce fulfillment and logistics services provider, Dusty has a breadth of experience in logistics, strategic governance, and the navigation of dynamic and fast-moving industries. Throughout his extensive career, Dusty held numerous roles at AAA, a multi-billion-dollar organization, including VP Operations, CMO, President, Head of Innovation, and more.Dusty is Board experienced, currently serving as an Independent Director and compensation committee member for HeroWear Exo, an innovative wearable technologies company. Additionally, he has given back to six different non-profit organizations during his career. He enjoys educating CEOs and leaders on the value of building exceptional and intentional customer experiences as a speaker. He is available for select private or public company engagements.Dusty earned a BBA in Business Administration from Columbus State University, and later completed the MBA program at Auburn University. He also completed the Advanced Management program at the Kellogg School of Management, Northwestern University. Dusty is an active member of the National Association of Corporate Directors (NACD). He resides with his family in Knoxville, TN, is an avid sportsman, triathlete, and 5-time Ironman Finisher. HIGHLIGHTS03:45 Joining Red Stag due to a desire to create client value09:51 Be forward-thinking and see through a client-centric lens14:25 What makes a good 3PL partner19:11 A culture that people come first28:39 Do big and bulky if inventory load balance is your expertise QUOTES15:18 Create client value by removing the logistical hassle from customers - Dusty: "I think it really comes down to a mutual alignment of what value creation is. And so what I mean by that is I think a brand has to understand what their core competencies are, and they have to understand the value that they are creating for their customer. And what is debiting that value? So our mission statement as an organization is to do the heavy lifting of e-commerce so our clients can focus on what they do best."26:10 Your core values will enable technical competencies - Dusty: "There are certain core values that are absolute buzz saws. And if you run into that one, it's a buzz saw. You're not gonna make it here if you just don't believe that. So looking for people that are core-value-focused, are people-focused, they understand that what we do is done through the hard work of people, who have a get-stuff-done bias or just GSD, it was get it done, and are client-centric. So it was kind of four big buckets of things that I'm looking for that transcends or enables technical competency." Find out more about Dusty in the links below:LinkedIn: https://www.linkedin.com/in/dustyholcomb/Website: https://redstagfulfillment.com/

Financial Advisor Success
Ep 310: Filtering Down To The Most Impact-Weighted Work To Scale Client Value With Natalie Taylor

Financial Advisor Success

Play Episode Listen Later Dec 6, 2022 95:05


Natalie Taylor is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth. While working for a FinTech company, Natalie realized that the way to provide the greatest amount of impact and value to the end consumer is to collect the data, deliver the advice, and filter out the rest. Listen in as Natalie shares how working for LearnVest inspired her to develop a framework for their financial advisors that focused on providing only the most impactful financial advice to help clients move forward, how she developed a brand voice to help advisors communicate advice to clients more consistently, and the catalyst that led to Natalie ultimately leaving LearnVest and dismantling the advice offering that she had originally built. We also discuss why she switched firms to get more hands-on mentoring and the opportunity to work with higher caliber clients, why it is important for newer and younger advisors to concentrate on getting clear on their values and then filtering their career choices accordingly, and why the key to her success has stemmed from developing her own personal list of six core values that she uses to filter major family and career decisions. For show notes and more visit: https://www.kitces.com/310

Market Leaders Podcast
Market Leaders Podcast Episode 69: "Rate Strategies that Maximize Client Value” with Colin Keefe

Market Leaders Podcast

Play Episode Listen Later Nov 17, 2022 21:28


In this episode, David Ackert, Founder & CEO at Ackert Inc. speaks with Colin Keefe, a Partner and Chair of the Mergers and Acquisitions Practice Group at mid sized law firm Fitzpatrick Lentz & Bubba, P.C. (FLB). Tune in to this episode to discover: - How FLB positions its services to be appropriate for mom and pop businesses and Fortune 500 companies alike. - How the firm has grown to become more than a local, regional firm, while still remaining true to its roots in the Lehigh valley. - How FLB created a unique system to determine and justify billing rate adjustments that draws inspiration from a traditional manufacturing company's business model. - How the firm has been able to effectively attract and retain talent, given its smaller size and the ongoing legal talent war. - What Colin anticipates for the firm in 2023.

LMA Podcast
Making the Case for Client Value Teams

LMA Podcast

Play Episode Listen Later Sep 2, 2022 33:37


Episode Title: Making the Case for Client Value Teams Episode Number: 95 Series: SIG Share-Out Episode Description: With client expectations shifting and a want for law firm partners to manage the client relationship, it's wise for firms to consider building a client value team. Julie Henson (Taft) and Allison Nussbaum (Pitchly) join Amber Bollman (Barns & Thornburg) to discuss what sets the stage for a successful client value team and how firms can deliver more client-centered service through them. Speakers: Amber Bollman, Director of Key Client Services, Barnes & Thornburg LLP (Host) Julie Henson, Chief Client Officer, Taft Allison Nussbaum, Vice President of Client Value, Pitchly Series Description: The LMA SIG Share-Out series spotlights episodes from one or more of LMA's 10 Shared Interest Groups. This series features best practices, education and more on the hottest topics in legal marketing.

Agency Journey
Increasing Client Value with Productized Services

Agency Journey

Play Episode Listen Later Jul 4, 2022 35:43


Topics discussed in the episode: From bootstrapped to profitable exit VC funding vs targeted mentorship Creating a JTBD (jobs-to-be-done) framework Launching DFY services on top of software products Finding opportunities in churn surveys SOPs and KPIs: the cornerstones of team expansion The components of successful link building Infographics as a backlink-magnet Incorporating humor in outreach The future of Postaga Presenting Sponsor: ZenPilotAnd be sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: ZenPilot Postaga TinySeed Charm Offensive Grow Together SEO Facebook group

Fringe Legal
Value based pricing for law firms with Keith Maziarek

Fringe Legal

Play Episode Listen Later Jun 21, 2022 37:07


Lawyers and firms have long struggled to find the right way to price their services.The hourly billing model focuses on the amount of time spent on a matter, project, or case. This can often lead to inefficiencies and frustration for the lawyer and the client. Value based pricing is an alternative that takes into account the value of the service being provided rather than simply the time spent. It means that lawyers and firms are paid based on the results they achieve for their clients.The incentive becomes focused on getting better results. Value-based pricing can also help build trust and improve communication between lawyers and clients.However, that doesn't make pricing or pricing conversations any easier. In this episode, we go into the rabbit hole of pricing.  SUBSCRIBE AND REVIEW:  iTunes // Spotify // Pocket Casts // StitcherSpecial thanks to Paul Stroka of LexFusion for making the introduction to Keith.Episode content Introduction and summary ➡ 1.24 Power of buyer ➡ 4.30 Power of supplier ➡ 7.34 Elastic economic market ➡ 9.42 Price discrimination ➡ 13.14 Client sophistication ➡ 17.08 Inflation and pricing for specialized services ➡ 23.46 The next service delivery model ➡ 31.04 Here are some of our favorite takeaways from the episode (edited to be reading-friendly).Value of workOne of the things that get ignored in discussions with clients or in the clients' calculus and how they determine what they're getting for the bills they're paying is that there's never a very accurate way of measuring the value that was captured from the services, and what the outcome was.It's always what was that bill? That bill is high. Maybe you bought a company, in an M&A scenario, that had subsidiaries or locations in highly regulated, highly risky territories - where there's a ton more work to be done. It's not an apples-to-apples kind of company. So you don't look at what I got for the price I paid? You're just saying the bills are higher now.Price discriminationAb: How do you demonstrate that we're going to charge you X, and it's worth more than X to you as an outcome?Keith: Price discrimination is the short answer to that. Not everything is worth the same amount. By nature, and this is not any judgment or me trying to take a position on the actual value or the value of the practitioners doing this kind of work. But by nature, there's a spectrum of complexity, and the stuff that's really complex on the highly complex side tends to be more scarce. There is a more scarce supply of people who can do it.On the opposite side, on a more commoditized side or the more routine side - it's not as complex, and there are more options to avail yourself of to do that work.Client sophistication - apply the scalpel, not the hatchetMy particular role is to ensure that the firm is as profitable as possible and that we're making our clients as happy as possible in terms of service delivery models and getting the outcomes they want.The conversation with the client depends on the level of sophistication:I'd say architecting and implementing some of those solutions depends on the sophistication that the client or the person on the buy-side has. There are only so many levers in this business in terms of what I can do. It's all about service delivery models and the underlying economics. This isn't astrophysics. There are not huge, massively complex data jobs in most cases (there are some benefits to that in different scenarios).There are a couple of levers on who's going to do the work and how much they have to do, what's the cheapest way to do it, and what the outcome will be. How do those things correlate (the price to the product)? Having those conversations with people that understand that better is important.I've worked with several legal operations groups where they have the knowledge, the understanding, and the sophistication. Still, there's a gap in the level of influence they have over the in-house attorneys...Different sides of the table, same challenges:We have very similar challenges - in-house and the law firm side - as it relates to getting the lawyers to understand the economics, the process, and to engage attorneys with it - to really adopt it. As opposed to, 'Yeah, but I'm skeptical of that because I don't understand it. So let's just do it the old way.'Next service delivery modelWhere can I get efficiencies out of technology? Which is a hugely growing market, that's going to be the new paradigm shift. It's going to be a much more dynamic service delivery model...Given that we've got a shortage of supply of people with the requisite skills to do a lot of this work and that's why we have to charge more. They [the attorneys] also have been working ridiculous man hours, and that's why we have to pay more for that. On top of that, there are obviously the mental health and quality of life concerns which is why a lot of people leave the workforce.I've been trying to make the case, and we work with our innovation group a lot, too, with several different teams internally to say: 'if you don't want people burnt out, you want them to have a better level of work-life balance and job satisfaction. Don't force them to brute force their way through everything all the time.'If you can get 30% more productivity out of the same people and let them sign off at seven or eight at night and use some tool that scales their productivity and delivers efficiencies then do it. You still get the same outcome, you just don't have to have as much input to have the same output.Resources mentioned Off The Clock Podcast Porter's Five Forces and a deeper look at Buyer Power

Mortgage Marketing Expert
137 Lifetime Client Value with Danny Horanyi

Mortgage Marketing Expert

Play Episode Listen Later Jun 7, 2022 50:50


In this episode I chat with a good friend of mine, Danny Horanyi. He and I discuss . Danny Horanyi is the Chief Strategy Officer at Celebrity Home Loans, Co-Creator/ Division President at NEO Home Loans, and Co-Creator/Coach at Triibe Coaching. Danny has been making an impact in the industry for 19 years with an impressive lifetime origination volume over $2 Billion! Formerly ranked in the top 5 originators in the nation by volume, Danny's leadership and expertise have had a profoundly positive impact on the lives of his employees, business partners and colleagues. Learn more about Danny: www.NEOhomeloans.com & www.TriibeCoaching.com If you are enjoying the podcast, please take a second and LEAVE US A REVIEW and don't forget to connect with us on social media!