Podcasts about clients

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    Latest podcast episodes about clients

    Advisor Talk with Frank LaRosa
    Greatest Hits: Leaving Your Firm? What Advisors Wish They Knew

    Advisor Talk with Frank LaRosa

    Play Episode Listen Later Sep 3, 2026 25:36


    Most advisors go into a transition focused on the upfront money. Very few are prepared for everything that happens after they walk out the door. Some surprises are good ones. Clients move faster than expected. Assets go up, not down. The income jump is real. But there are also things advisors consistently underestimate, overlook, and wish they had negotiated differently. In this episode of Advisor Talk, Frank LaRosa and Stacey Frank do a post transition breakdown of the things advisors wish they had known going in, including what they underestimate about client loyalty, what they leave on the table in negotiations, and the operational realities that no one warns them about until it is too late. Frank also breaks down the shrink to grow concept, why payout structure matters more than the upfront check long term, and why the first 30 days of a transition can make or break the entire move. Frank and Stacey also discuss what separates advisors who have a smooth transition from those who struggle, and why the more preparation you put in before the move, the less stress you will face after it. Questions answered in this episode include: How many clients do financial advisors actually retain when they switch firms? What do advisors consistently underestimate when making a move? Should a financial advisor negotiate payout or upfront money? What is the shrink to grow concept in financial advisor transitions? What operational issues do advisors face in the first 30 days after a transition? How should a financial advisor prepare their support staff before making a move? What should advisors ask firms to include in their transition support package? Chapters: 00:00 – What Advisors Wish They Knew Before Leaving 01:07 – Welcome to Advisor Talk 02:26 – The Biggest Surprise: Client Loyalty Is Stronger Than You Think 09:01 – The Income Jump Is Real: What the Math Actually Looks Like 12:50 – What Advisors Wish They Negotiated Differently 15:41 – Shrink to Grow: Why Not Every Client Should Come With You 18:13 – Operational Realities Nobody Warns You About 23:54 – How to Reach Frank and Stacey Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Elite Wealth Management Insights Report https://eliteconsultingpartners.com/insight-report Listen to more Advisor Talk episodes https://eliteconsultingpartners.com/podcasts/

    Model Citizen
    Dolly Parton, Meta Glasses and The Client From Hell!

    Model Citizen

    Play Episode Listen Later Sep 3, 2026 47:17


    On this week's episode, the girls discuss why Dolly Parton was the one thing America could agree on, Michaela's sudden taste for Greek food, why Meta glasses should probably be banned, and why Hunter is officially her mom's worst client!! Follow us! Hunter: https://www.instagram.com/huntermcgrady Michaela: https://www.instagram.com/michaelamcgrady Subscribe to Patreon for exclusive episodes and content: https://www.patreon.com/Themodelcitizenpodcast  

    Frame Your Way to Five Figures Photography Podcast
    How to Convert Leads into Clients [Fully Booked Bootcamp Part 3]

    Frame Your Way to Five Figures Photography Podcast

    Play Episode Listen Later Sep 3, 2026 11:47


    Getting inquiries is one thing. Turning them into paying clients is a whole different skill. In this episode I'm walking through the real reasons leads go cold, including a pricing mistake most photographers don't even realize they're making, and the simple shifts that turn a quiet inquiry into an actual yes. Part three of the Fully Booked Bootcamp series. _________________________________________________________Can I be your big photographer sis for a second?You do not need another saved post, random marketing tip, or strategy you'll forget by tomorrow.What you need is consistency, support, and a simple plan you can actually stick to.That's exactly what we do inside Market Like a Tog: Your photographer marketing accountability membership. A place where you always know what to post, what to work on, and how to stay visible enough to keep booking. Every month inside MLAT you get:✔ A plug-and-play monthly marketing plan ✔ Done-for-you marketing templates & systems ✔ Live group coaching with Brooke ✔ Slack accountability + community ✔ Monthly workshop/trainingCome join us inside Market Like a Tog and let's build momentum together.

    Kitces and Carl - Real Talk for Real Financial Advisors
    The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198

    Kitces and Carl - Real Talk for Real Financial Advisors

    Play Episode Listen Later Sep 3, 2026 30:22


    In the 198th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss finding the balance between scaling your business and finally letting yourself enjoy the success you worked so hard to build. For full show notes, see kitces.com and thesocietyofadvice.com.

    Practice Disrupted with Evelyn Lee and Je'Nen Chastain
    246: Getting Chosen: How Storytelling Changes the Way Firms Win Work

    Practice Disrupted with Evelyn Lee and Je'Nen Chastain

    Play Episode Listen Later Sep 3, 2026 60:54


    How can architects leverage storytelling to differentiate their practice, build authentic client connections, and communicate the true value of design?In this episode of Practice Disrupted, host Evelyn Lee sits down with Lee Schneider, founder of Red Cup Agency and adjunct assistant professor at the USC School of Architecture. With a rich background spanning screenwriting, network news production at Dateline NBC, and over a decade teaching media making to architecture students, Lee brings a unique outside perspective to the profession. Together, they explore how narrative carries weight in business development, firm positioning, and project selection.The conversation dives deep into the three foundational stories every architect must learn to master: the origin story of purpose, the testimonial story of social proof, and the tailored case study that addresses specific client needs. Lee breaks down common pitfalls, such as relying on the "genius reel" or assuming projects will simply speak for themselves, and emphasizes why collaboration and active listening matter more to clients than pure prestige. They also examine how evolving digital media, short-form video, and AI are shifting how firms communicate.Beyond digital marketing, Lee and Evelyn unpack the mechanics of high-stakes interview preparation, team composition, and building project advocates on both sides of the table. Lee shares practical strategies for overcoming public speaking hesitations, grounding presentations in authentic personal purpose, and adapting narrative delivery across different mediums. Ultimately, they highlight how clearer storytelling can elevate public appreciation for the architectural discipline as a whole."Clients want you to listen to them. For the most part, they're looking for a collaboration. They're not looking to be talked down to. If you're giving a case study, a really smart case study would include a little taste of that, the idea that this firm listens to clients." - Lee SchneiderThis episode serves as a powerful reminder that architecture is communicated not just through drawings and budgets, but through human connection and shared purpose. By mastering narrative strategy and focusing on client collaboration, practitioners can stand out in a crowded market and demonstrate the indispensable value of design.Guest:Lee Schneider is the founder of Red Cup Agency, a communications consultancy based in Santa Monica, and an adjunct assistant professor at the USC School of Architecture, where he has taught media making for over ten years. A former producer for Dateline NBC, playwright, and screenwriter, he specializes in helping firms, technical startups, and emerging leaders articulate complex ideas through compelling linear and non-linear storytelling.This episode is especially for you if: ✅ You want to understand how narrative strategy can differentiate your firm in competitive business development and RFP processes.✅ You are curious about the three essential stories every architect needs - origin, testimonial, and case study - and how to avoid the "genius reel" trap.✅ You want to explore practical ways to adapt your firm's communications across emerging media formats, short-form video, and podcasting.✅ You are looking for actionable strategies to prepare for high-stakes client interviews, build authentic team advocacy, and improve room-reading skills.✅ You believe that better storytelling across the AEC industry can broaden public appreciation for the full value of architectural practice.What have you done to take action lately? Share your reflections with us on social and join the conversation.

    Investor Fuel Real Estate Investing Mastermind - Audio Version
    Real Estate Marketing Strategy: Build Client Relationships & Close More Deals

    Investor Fuel Real Estate Investing Mastermind - Audio Version

    Play Episode Listen Later Sep 3, 2026 27:09


    Andrew Saksa, VP of Strategic Channels at Essential Engine, shares how branded magazines help real estate professionals, financial advisors, investors, and small business owners strengthen relationships with clients and prospects. He discusses his career journey, servant leadership, faith, personal routines, consistency, and the importance of building meaningful relationships. Andrew also highlights Essential Engine's focus on expanding into the Hispanic real estate community and shares his growth goals for the company.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

    The One-Person Business
    The Solopreneur's Guide to Breaking Up With a Bad Client

    The One-Person Business

    Play Episode Listen Later Sep 3, 2026 12:17


    Every solopreneur eventually meets the client who pays the bills but crushes the soul. The one who calls at odd hours, ignores your boundaries, pays late, and somehow still feels impossible to let go of because the money is good.In this episode, Carly and Joe tackle one of the hardest parts of running a life-first business, walking away from a client you cannot afford to lose. They explain why the difficult client is not always the mean one, sometimes it is the perfectly nice person who has pulled your business away from its core.You will learn how to do the real math on what a problem client is actually costing you per hour, why communicating your boundaries comes before firing anyone, and how raising your rates can either fix the relationship or end it cleanly. Carly and Joe also share why keeping things professional matters more than venting, how to give enough notice so you never leave someone in a lurch, and what to do with your freed-up time once the client is gone.Whether that client is your only client or the one funding your vacations, this conversation gives you a clear, calm path out. Your paycheck and your peace of mind do not have to be at war.Leave a five-star review, share this with a fellow solopreneur, and subscribe wherever you listen, including YouTube.

    PASSION to PROFIT
    158. HOW TO PRICE CREATIVE WORK: THE 4 THINGS CLIENTS ACTUALLY PAY FOR

    PASSION to PROFIT

    Play Episode Listen Later Sep 3, 2026 35:02


    Pricing your work is one of the most quietly stressful things you do, and I don't think the problem is confidence or your numbers. I think it's that you sit down to price one thing, when your clients are actually paying you for four. This week I'd love to show you the four separate kinds of value you deliver every single time, and why three of them have perhaps been invisible to you all along. IN THIS EPISODE YOU'LL DISCOVER: ◼️ The quiet pricing wobble almost every creative knows, and why it has nothing to do with confidence or arithmetic ◼️ The four separate things a client actually pays for, and why  ◼️ Why the layers holding most of your value are the very ones you genuinely cannot see from the inside ◼️ What a client really means when they tell you "you were so easy to work with" ◼️ The twenty-minute exercise that shows you what you've been giving away for free RESOURCES MENTIONED: Florian Gadsby, @floriangadsby The Bright Line: Application This week's Blog Post Subscribe: Weekly newsletter Website: www.philippacraddock.com Instagram: @philippacraddock Email: hello@philippacraddock.com  The Base Notes is returning! A single live workshop 22/09/2026 £97, (90 mins plus Q&A, you keep the recording and The Base Notes Library). Registration opens 10 September. SHARE YOUR INSIGHTS: Of the four layers, which is the one you're not accounting for? Send me a DM on Instagram or reply to the Thursday newsletter. I'd genuinely love to hear and open up a dicussion. NEVER MISS AN EPISODE: My weekly newsletter is where I think out loud. It's where you'll find my behind-the-scenes thinking, where I share the tools I'm currently trying/using, where new resources are shared first and where the conversations happen that often form future episodes. I'd love you to join the many creative business owners already benefitting and joining the conversations. "What feels effortless feels like nothing. And so it gets left out." — Philippa Craddock  

    Fluent Fiction - Danish
    From Power Outage to Client Triumph: The Creative Pivot

    Fluent Fiction - Danish

    Play Episode Listen Later Sep 3, 2026 17:17 Transcription Available


    Fluent Fiction - Danish: From Power Outage to Client Triumph: The Creative Pivot Find the full episode transcript, vocabulary words, and more:fluentfiction.com/da/episode/2026-09-03-07-38-20-da Story Transcript:Da: Det var en tidlig efterårsdag i København.En: It was an early autumn day in København.Da: Lange skygger faldt fra de store vinduer i den moderne kontorbygning, hvor Jens og Astrid arbejdede.En: Long shadows fell from the large windows in the modern office building where Jens and Astrid worked.Da: Jens, iført sit sædvanlige skarpe jakkesæt, sad ved sit skrivebord og målte dagens tidsplan med præcision.En: Jens, dressed in his usual sharp suit, sat at his desk and measured the day's schedule with precision.Da: Ved hans side stod Astrid, klar med kreative idéer, som hun altid snakkede ivrigt om.En: Beside him stood Astrid, ready with creative ideas that she always talked about eagerly.Da: Kontoret summede af nerver og spænding.En: The office buzzed with nerves and excitement.Da: Jens og Astrid havde forberedt sig i uger til denne store præsentation.En: Jens and Astrid had been preparing for weeks for this big presentation.Da: De skulle sikre en vigtig kunde til virksomheden.En: They had to secure an important client for the company.Da: Jens var nervøs.En: Jens was nervous.Da: Han ønskede, at alt skulle gå efter planen.En: He wanted everything to go according to plan.Da: Så skete det utænkelige.En: Then the unthinkable happened.Da: Strømmen gik pludselig.En: The power suddenly went out.Da: Lysene flimrede og gik ud.En: The lights flickered and turned off.Da: Stilheden i rummet blev erstattet af medarbejderes dæmpede snakken.En: The silence in the room was replaced by hushed conversations among the employees.Da: Jens mærkede sveden springe frem.En: Jens felt the sweat begin to form.Da: Uden de digitale præsentationsmaterialer kunne deres arbejde være spildt.En: Without the digital presentation materials, their work could be wasted.Da: Astrid så over på Jens med et skævt smil.En: Astrid looked over at Jens with a crooked smile.Da: "Måske er det tid til at improvisere," sagde hun og klappede ham opmuntrende på skulderen.En: "Maybe it's time to improvise," she said, patting him encouragingly on the shoulder.Da: Jens kiggede på hende.En: Jens looked at her.Da: Improvisere?En: Improvise?Da: Han hadede kaos og uforudsigelighed.En: He hated chaos and unpredictability.Da: Men Astrid så så sikker ud.En: But Astrid looked so confident.Da: "Fortælle historier i stedet for at vise slides," foreslog hun.En: "Tell stories instead of showing slides," she suggested.Da: "Vi kan formidle vores idéer med ord."En: "We can convey our ideas with words."Da: Det var nu eller aldrig.En: It was now or never.Da: Med et dybt åndedrag nikkede Jens.En: Taking a deep breath, Jens nodded.Da: "Lad os gøre det," besluttede han.En: "Let's do it," he decided.Da: De gik ind i mødelokalet, oplyst af den svage efterårssol gennem vinduerne.En: They entered the meeting room, lit by the faint autumn sun through the windows.Da: Den kommende klient sad forventningsfuld ved bordenden.En: The upcoming client sat expectantly at the end of the table.Da: Jens og Astrid begyndte at tale, hver med deres egne styrker.En: Jens and Astrid began to speak, each with their own strengths.Da: Astrid malede levende billeder med sine ord, og Jens understøttede hendes historiefortælling med fakta og eksempler.En: Astrid painted vivid pictures with her words, and Jens supported her storytelling with facts and examples.Da: Jo mere de talte, jo mere løs Jens op.En: The more they talked, the more Jens relaxed.Da: Han lod sig rive med af Astrids kreativitet.En: He allowed himself to be swept away by Astrid's creativity.Da: Præsentationen blev levende og nærværende, og den personlige tilgang vakte tydelig interesse hos klienten.En: The presentation became lively and engaging, and the personal approach clearly piqued the client's interest.Da: Da de var færdige, klappede klienten.En: When they finished, the client applauded.Da: "Jeg er imponeret over jeres evne til at tilpasse jer," sagde han.En: "I am impressed by your ability to adapt," he said.Da: "Vi ønsker at gå videre med jer."En: "We want to move forward with you."Da: Da Jens og Astrid forlod mødelokalet, skinnede efterårssolen klart igennem støvede ruder.En: As Jens and Astrid left the meeting room, the autumn sun shone brightly through dusty panes.Da: Jens følte en ny forståelse indeni.En: Jens felt a new understanding inside.Da: Nogle gange kunne rigid planlægning bøjes til fordel for spontan kreativitet.En: Sometimes rigid planning could be bent in favor of spontaneous creativity.Da: På vej ud af kontoret vendte Jens sig til Astrid.En: On the way out of the office, Jens turned to Astrid.Da: "Tak," sagde han.En: "Thank you," he said.Da: Astrid blinkede til ham.En: Astrid winked at him.Da: "Det er lige meget, Jens.En: "It's nothing, Jens.Da: Det er det, vi gør - vi arbejder sammen."En: It's what we do - we work together."Da: De gik ned ad de travle gader i Nyhavn.En: They walked down the busy streets of Nyhavn.Da: Bladene dalede ned omkring dem, en reminder om, at skønhed sommetider lå i det uventede.En: Leaves fell around them, a reminder that beauty sometimes lay in the unexpected. Vocabulary Words:autumn: efterårshadows: skyggerprecision: præcisioncreative: kreativebuzzed: summedenerves: nerverexcitement: spændingpresentation: præsentationunthinkable: utænkeligeimprovise: improviserechaos: kaosunpredictability: uforudsigelighedconvey: formidlevivid: levendeconfident: sikkerlively: levendeapproach: tilgangpiqued: vakteclient: klientapplauded: klappedeadapt: tilpassespontaneous: spontancreativity: kreativitetrigid: rigidbent: bøjesdusty: støvedepane: ruderunexpected: uventedereminder: remindervein: åre

    Digital Nomad Life Podcast
    126) How to Get Your First Clients Without Experience or an Audience for Your Online Business

    Digital Nomad Life Podcast

    Play Episode Listen Later Sep 3, 2026 46:59 Transcription Available


    Today I wanted to make this episode to give you an understanding of what "getting clients" actually even really means from a practical perspective. And I want this episode to be something where you can immediately get to work taking action on things I'm going to share with you today. But before you turn off the episode because you don't have a business idea, I just want you to know and to be reassured that if you don't have a business idea yet, that's okay.I'm still gonna be catering this episode towards people that, um, are very new in the journey. But if you don't have a business idea yet, I highly encourage you to listen to episode 33 of this podcast where I talk about my career assessment process so you can start that journeyBut getting clients is not as complicated as we make it out to be. Because you do not need a massive audience to start a remote business.You do need clarity, visibility, courage, and a willingness to let people know what you're doing.Whether you want to become a virtual assistant, consultant, coach, freelancer, graphic designer, copywriter, community manager, operations manager, or build another type of location-independent business, this episode will help you start thinking differently about client acquisition.Because your first client might feel like the hardest one to get… but that first client can also become the beginning of everything.In this episode, we cover:✈️ How to get your first client without having an audience✈️ Why getting clients is more than just getting people aware of your business✈️ How to get clear on what makes your offer valuable✈️ Why knowing exactly who you help makes finding clients so much easier✈️ How to identify where your ideal clients are already hanging out online✈️ Why you need a presence online even if you don't have an audience✈️ How to use Instagram, LinkedIn, Reddit, Facebook groups, Threads, and more to get clients✈️ The power of making a list of 100 people you already know✈️ How to ask your network for introductions without feeling awkward or salesy✈️ Why telling people about your business gets easier the more you practice saying it✈️ How market research conversations can help you create a better offer✈️ Why sales does not have to be sleazy or slimy✈️ What to expect when you're having your first sales conversations✈️ Why your first client is usually the hardest client to get✈️ How one happy client can lead to testimonials, referrals, and more opportunitiesWant to be guided through the process? Send the keyword “APPLY” to @christabellatravels in my Instagram DMs to start the conversation.What to listen to next? If you don't even know what kind of remote business you want to start yet, go back and listen to Episode 33, where I walk you through my career assessment process to help you identify a business idea that actually aligns with your skills, personality, interests, and dream life.Send us Fan Mail

    Locked In with Ian Bick
    I Was a Georgia Prosecutor for 7 Years — Then Switched Sides To Become A Criminal Defense Attorney | Noah Pines

    Locked In with Ian Bick

    Play Episode Listen Later Sep 2, 2026 117:25


    Noah Pines spent seven years as a prosecutor in Georgia — weighing sentences, navigating cases, trying to be a fair voice inside a system that does not always reward fairness — before leaving to become a criminal defense attorney and discovering what the justice system looks like from the other side of the courtroom. In this episode of Locked In with Ian Bick, he shares what being a Georgia prosecutor really required of him, why he left after seven years to defend the people he used to prosecute, what working Innocence Project cases and overturning twenty year wrongful conviction sentences actually involved, what the current problems with prosecutors in America actually look like from someone who spent seven years inside that world, and what representing people accused of the worst crimes available actually requires of the attorney who takes those cases. _____________________________________________ #lawyer #criminallaw #prosecutor #truecrimepodcast _____________________________________________ Thank you to CASH APP for sponsoring this episode: Download Cash App Today: https://click.cash.app/ui6m/6pao71et #CashAppPod Cash App is a financial services platform, not a bank. Banking services provided by Cash App's bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosures. _____________________________________________ Connect with Noah Pines: https://www.rossandpines.com/attorneys/noah-h-pines/ _____________________________________________ Hosted, Executive Produced & Edited By Ian Bick: https://www.instagram.com/ian_bick/?hl=en https://ianbick.com/ _____________________________________________ Timestamps: 00:00 Introduction: Guilty People Walk 00:13 Meet Noah Pines: From Prosecutor to Defense 00:35 Growing Up Outside Philadelphia 00:56 Childhood and Family Influence 01:42 Parents' Careers and Early Law Exposure 02:32 Deciding to Go to Law School 03:39 Internships and Discovering Trial Law 05:20 What Makes a Good Trial Lawyer 06:44 The Physical Toll of Trials 08:11 Choosing to Become a Prosecutor 09:14 Prosecutorial Discretion and Dismissals 10:27 How Cases Reach Prosecutors 11:27 Arrests Without Charges and Records 12:06 Declining Police Investigations 13:07 Why Police Don't Investigate Anymore 14:08 Prosecutors' Duty to Get It Right 15:10 Building Judgment and Mentorship 16:34 Power of Young Prosecutors 17:29 Sending People to Prison: A Reality Check 18:16 Weighing Sentences in Difficult Cases 19:52 Is There a Just Sentence? 22:12 The Morality of Prosecuting Felonies 23:38 Prosecutorial Mindset and Mandatory Minimums 24:48 A Case for Mercy: Avoiding Life Without Parole 25:25 Dealing with Tough Prosecutors 28:00 Relationships with Prosecutors and Judges 29:05 Advice for New Lawyers 30:12 Telling Clients What They Need to Hear 31:43 The Risk of Trial and Plea Offers 32:52 Lawyer Egos and Slam Dunk Cases 35:53 A Slam Dunk Case That Was Lost 37:21 Guilty People Walk, Innocent People Go to Prison 37:22 Immunity Deals and Witnesses 38:22 Relationships with Judges 39:53 Judges Staying Too Long 41:04 Judicial Impartiality and Bias 42:39 The Turn-In Date Story 44:47 Why I Left the Prosecutor's Office 47:39 Going Back and Then Leaving for Good 48:53 Building a Defense Firm 50:02 Impact as a Defense Attorney 51:28 Falsely Accused College Student Case 52:52 Trusting Clients and Instinct 54:14 Representing Police Officers 56:26 The Self-Defense Shooting Case 58:28 Attacks on Defense Attorneys 01:01:20 Press Releases and Public Perception 01:02:18 Sealing Arrests and Indictments 01:03:35 Most Important Skill from Prosecuting 01:05:39 First Trial as a Defense Attorney 01:07:20 TV Dramatization vs. Reality 01:09:04 Putting Clients on the Stand 01:11:37 Reflections on Ian's Case 01:13:20 Using the Law as a Sword 01:14:56 Teaching High School Kids 01:16:04 Aaron Hernandez and Poor Decisions 01:16:12 Would You Sacrifice Yourself for Your Dad? 01:18:16 Judges Spotting Prosecutorial Misconduct 01:18:40 Innocence Project Cases: Sunny's Story 01:24:33 Joey Watkins' Case 01:27:30 Suing for Wrongful Conviction 01:28:08 Defending the Guilty 01:30:00 Prosecutors Refusing to Dismiss 01:31:20 The Art of Negotiation 01:32:38 Reflecting on Past Cases 01:34:08 Compensation for Wrongful Convictions 01:34:19 Defending Someone 100% Innocent 01:35:35 Taking Difficult Cases 01:36:18 Keeping in Touch with Clients 01:38:41 Judges Seeing Success Stories 01:40:00 Normalizing Felony Convictions 01:40:54 Worst Part of Prison 01:41:52 Best Part of Prison 01:42:39 Learning Lessons and Optimal Sentencing 01:44:43 Judges Understanding Prison 01:46:23 Sex Offender Registry Issues 01:47:05 Vigilante Predator Stings 01:48:28 Entrapment and Sting Operations 01:49:55 Scams and Sextortion 01:50:56 The Arkansas Sheriff Case 01:51:10 One Thing to Change in the Justice System 01:52:24 Future Plans and Special Master Role 01:53:59 Bad Lawyers and Mistakes 01:55:49 Advice for Aspiring Lawyers 01:57:04 Final Thoughts and Thanks _____________________________________________ To advertise on the show, contact sales@advertisecast.com or visit https://advertising.libsyn.com/LockedInWithIanBicka

    Do Business. Do Life. — The Financial Advisor Podcast — DBDL
    184: Mark Hedderman – The Retirement Trap Nobody Warns You About

    Do Business. Do Life. — The Financial Advisor Podcast — DBDL

    Play Episode Listen Later Sep 2, 2026 51:07


    What happens when a client has enough money to retire, but no idea what they're retiring to?That's the tension at the center of my conversation with Mark Hedderman, a second-generation financial advisor from Ireland who's been rethinking what great financial planning should actually look like.Mark started noticing a gap in the traditional model. Clients could accumulate enough money for several lifetimes while quietly neglecting other parts of their lives that become much harder to fix later.We get into why advisors can mistake a growing portfolio for a successful outcome, how retirement can expose problems the accumulation years hide, and why the rise of AI may actually make the human side of financial advice more valuable.4 Insights From This Week's Episode…#1.) Money Is The Vehicle, Not The OutcomeA client can reach every financial milestone and still arrive at retirement unprepared for what comes next. Mark and I explore why the numbers only tell part of the story and what advisors risk missing when accumulation becomes the primary definition of success.#2.) AI May Make The Human Side Of Advice More ValuableTechnology can analyze portfolios, compare fees, and produce financial information faster than ever. The bigger question is what happens to the advisor's value when those things become commodities.#3.) Help Your Clients Retire To SomethingLeaving a career can also mean losing purpose, routine, relationships, and identity. Mark explains why retirement shouldn't feel like slamming on the brakes, and how advisors can help clients gradually transition into a new season filled with meaningful experiences, relationships, and pursuits.#4.) Being Rich And Being Wealthy Aren't The Same ThingMore money can create freedom, but it can also become a scoreboard that never stops moving. Mark challenges the assumption that a larger portfolio automatically creates a better life and explores the point where accumulating more can actually distract clients from what the money was supposed to make possible.FREE GIVEDownload your copy of The Life Care Plan. One place for care preferences, legal and estate details, and the conversations families put off until it's too late. Get your copy here: https://bradleyjohnson.com/184-life-care-plan-download/ SPONSORED BY BELAYIf you're an advisor and you're still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you're the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdlSHOW NOTEShttps://bradleyjohnson.com/184FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    GSD Mode
    The 30-Day Real Estate Agent Momentum Plan: Get More Appointments, Clients & Closings

    GSD Mode

    Play Episode Listen Later Sep 2, 2026 45:33


    ➡️ Want To Learn More About Partnering With Me at eXp (Get all my Training & Coaching For Free) Schedule a Zero Pressure, Fully Confidential Zoom Call with me: https://go.oncehub.com/PartnerwithJoshuaSmithGSD   ➡️ Connect With Me On Social Media: Facebook: https://www.facebook.com/JoshuaSmithGSD Instagram: https://instagram.com/joshuasmithgsd/   About Joshua Smith: -Licensed Realtor/Team Leader Since 2005 -Voted 30th Top Realtor in America by The Wall Street Journal -NAR "30 Under 30" Finalist -Named Top 100 Most Influential People In Real Estate -Top 1% of Realtors/Team Leaders Worldwide -6000+ Homes Sold & Currently Selling 1+ Homes Daily -Featured In: Forbes, Wall Street Journal, Inman & Realtor Magazine -Realtor, Team Leader, Coach, Mentor

    Matt Cox Inside True Crime Podcast
    Corrupt Lawyer Goes to Prison With His Own Client!

    Matt Cox Inside True Crime Podcast

    Play Episode Listen Later Sep 2, 2026 92:22


    In this episode with Matt Cox, Michael McAlister reveals how a massive federal grow-op hunt—including Blackhawk helicopters, ATF raids, and RICO charges—upended his life. He survived a near-fatal off-road crash, federal prison, and the betrayal of his own lawyer. Through survival tactics and mental resilience, he turned his sentence into a turning point—writing a true-crime book (“Catch 420”) and redefining his purpose behind bars.⁣ ⁣ Catch 420 ⁣ https://a.co/d/5APWlbH⁣ https://www.barnesandnoble.com/w/catch-420-mikal-mkali/1146500122⁣ ⁣ Get 50% sitewide for a limited time. Just visit https://GhostBed.com/cox and use code COX at checkout.⁣ ⁣ Do you want to be a guest? Fill out the form https://forms.gle/5H7FnhvMHKtUnq7k7⁣ ⁣ Send me an email here: insidetruecrime@gmail.com⁣ ⁣ Do you extra clips and behind the scenes content?⁣ Subscribe to my Patreon: https://patreon.com/InsideTrueCrime ⁣ ⁣ ⁣ Follow me on all socials!⁣ Instagram: https://www.instagram.com/insidetruecrime/⁣ TikTok: https://www.tiktok.com/@matthewcoxtruecrime⁣ ⁣ ⁣ Do you want a custom painting done by me? Check out my Etsy Store: https://www.etsy.com/shop/coxpopart⁣ ⁣ Listen to my True Crime Podcasts anywhere: https://anchor.fm/mattcox ⁣ ⁣ Check out my true crime books! ⁣ Shark in the Housing Pool: https://www.amazon.com/dp/B0851KBYCF⁣ Bent: https://www.amazon.com/dp/B0BV4GC7TM⁣ It's Insanity: https://www.amazon.com/dp/B08KFYXKK8⁣ Devil Exposed: https://www.amazon.com/dp/B08TH1WT5G⁣ Devil Exposed (The Abridgment): https://www.amazon.com/dp/1070682438⁣ The Program: https://www.amazon.com/dp/B0858W4G3K⁣ Bailout: https://www.barnesandnoble.com/w/bailout-matthew-cox/1142275402⁣ Dude, Where's My Hand-Grenade?: https://www.amazon.com/dp/B0BXNFHBDF/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1678623676&sr=1-1⁣ ⁣ Checkout my disturbingly twisted satiric novel!⁣ Stranger Danger: https://www.amazon.com/dp/B0BSWQP3WX⁣ ⁣ If you would like to support me directly, I accept donations here:⁣ Paypal: https://www.paypal.me/MattCox69⁣ Cashapp: $coxcon69 Learn more about your ad choices. Visit megaphone.fm/adchoices

    Find Food Freedom
    Client Testimonial: How to enjoy your wedding day and not obsess over your body

    Find Food Freedom

    Play Episode Listen Later Sep 2, 2026 31:59


    This week, we have one of our incredible clients, Dana, on the podcast! Dana shares her honest thoughts and feelings of her experience getting support with the Find Food Freedom® dietitian team as her wedding day approaches! She has been using her health insurance benefits to get FREE 1:1 virtual counseling sessions. Today we discuss how her relationships with food and her body have changed drastically in 7 months of working with our team!Resources Mentioned in Today's Episode:Body Image with Bri: https://www.instagram.com/bodyimagewithbri/ Victoria Garrick Browne: https://www.instagram.com/victoriagarrickbrowne/ ALL things Find Food Freedom®:Get your Insurance Benefits Checked: ⁠https://bit.ly/FFFinsurance⁠  Instagram: ⁠@find.food.freedom ⁠TikTok: ⁠@findfoodfreedom ⁠Website:⁠https://find-foodfreedom.com/ ⁠Join the FFF Monthly Membership here: ⁠https://findfoodfreedommembership.com⁠ and use the code 'IWANTFOODFREEDOM' for 3 months completely FREE!

    The Union Podcast
    Virtual Wedding Consulting, Client Portals & Social Media During Slow Season | Wedding Q&A

    The Union Podcast

    Play Episode Listen Later Sep 2, 2026 14:03


    Two other episodes you might want to check out: How to BECOME a Wedding Planner BTS: Join Jamie on a Real Sales Call | Wedding Planning Business Tips Share your thoughts on this episode over on Instagram! What do you think?! Take a screenshot and tag @wolferandco so we can hear from you! Join the amazing discussions over in the Wedding Pros Facebook Group. This is a group for aspiring, new, and experienced wedding planners and wedding vendor professionals! Jamie would love to help you get started with your wedding planning business or optimize the one you have already started. If you'd like personal guidance from Jamie, access to her community of VIP wedding professionals, and the opportunity to be listed on her preferred wedding planner listing that is shared with thousands of engaged couples every month, consider joining The Union Mastermind. You can find out more about that program HERE. Our Favorite Wedding Business Resources: Generation Tux - join their Partner Program and start earning affiliate money recommending a reputable suit vendor to your clients! Timeline Genius - create detailed timelines for your events (automated text messages, emails, and more!) Legally Set - Get all your legal contract templates you need; use code “UNION” for 20% OFF Honeybook - keep all your clients organized; use code “UNION” to get the current deal Jamie locked in for ya! P.S. - The links above may use affiliate platforms where commission may be earned based on clicks and/or purchases, and I would love it if you used them! It won't cost you anything extra, but affiliate links are RAD because they help creators like me to fund the free content we provide.

    The Ravi Abuvala Show
    my exact $35M sales system to close $20k+ clients

    The Ravi Abuvala Show

    Play Episode Listen Later Sep 2, 2026 43:12


    Work With Me To Scale Your Business: https://go.scalingwithsystems.com/Oz-Jimmy ———————————— Be On The Next Constraint Call: https://www.scalingwsystems.com/constraint-call-application ———————————— Watch Me Fix $1M+ Businesses Live: https://youtube.com/playlist?list=PLF-fSrHojCgG8V5-7AKVrKgcbtsd-BXti&si=kEOVnNFnLhhhDbYA ———————————— Join Our Team: https://www.scalingwithsystems.com/careers ———————————— In this episode of the Constraint Call, Ravi helps Oz and Jimmy identify why their Spanish-language real estate advertising agency is relying too heavily on Jimmy to drive sales, then rebuilds the sales process around a one-call close, KPI-based team management, tiered calendar routing, and a higher-value backend offer. CHAPTERS: 00:00:00 Intro & the $120K Month 00:04:00 Pricing, Contracts & Margins 00:09:00 CAC to Lifetime Profit 00:12:00 Jimmy's Closing Advantage 00:14:28 The Two-Call Funnel Problem 00:18:00 The Sales Team Constraint 00:20:00 One-Call Close & KPIs 00:26:00 Re-Engineer the Sales Script 00:31:00 Tiered Calendar Routing 00:34:49 The Final Action Plan

    CFO Thought Leader
    1211: Mission, Means, and the Will to Grow | Jonathan Ma, CFO, Sutter Health

    CFO Thought Leader

    Play Episode Listen Later Sep 2, 2026 39:28


    Jonathan Ma recalls being at his parents' home in Nebraska one Saturday when his Morgan Stanley boss called with advice: pursue an opportunity at Sutter Health. After nearly 15 years, the mentor believed the retiring treasurer's position could be Ma's next step.Ma tells us he had not considered the opportunity. Although he knew Sutter Health's mission and some of its people, he says the call “planted” the seed. His mentor had seen something in him that he had not yet recognized.That moment echoed the way Ma describes his development at Morgan Stanley. He credits leaders in San Francisco and New York with teaching him to take his work seriously without taking himself too seriously. According to Ma, that meant remaining curious, asking questions, and admitting when he did not know an answer.Ma says trust arrived gradually rather than through a breakthrough. Clients gave him room to learn because they saw that he would work hard, uphold values and ethics, and protect their interests. He moved from mentoring interns to leading financings and presenting before boards.At Sutter Health, Ma applies that same emphasis on trust. He tells us finance must balance growth, expenses, and margins so the not-for-profit system can continue reinvesting in its communities. Budgets, he says, should represent shared accountability across the organization rather than a finance exercise.For Ma, leadership emerges incrementally: through questions asked, credibility earned, support accepted, and difficult decisions made while an organization still possesses both “the means” and “the will.”

    The Introvert Leader
    Stop Surviving Reorgs. Start Winning Them

    The Introvert Leader

    Play Episode Listen Later Sep 2, 2026 16:53 Transcription Available


    So you are going through a reorg now what? Everyone is worried about their job. But a golden opportunity is hiding in plain sight. In this episode, I cover how to jump ahead of your peers during a reorg.Timestamps2:33 – Don't Resist: You can't fight a reorg. Just embrace it.5:58 – Reinvent Yourself: Use your reorg as a chance to break bad habits and take risks.10:28 – Build Trust With New Leadership: The faster you build trust, the further you move up. 12:47 – Be a Vision Translator: Become a key influencer of the reorg and watch what it does to your career. 15:35 – Challenge: Ask yourself 3 questions. What is senior leadership trying to accomplish? Where is there currently a gap? What could I personally do to fill the gap?Career & Leadership CoachingWant a better career? Clients who work with us earn 57% more and get promoted 3x faster on average: Book your free career clarity call here.Free ResourcesTake the free Career Fulfillment quiz: HereThe Brag Sheet (free Career Win Tracker): HereIntrovert Leader Newsletter (Confidence Blueprint Course Waitlist)Get the free confidence guide & biweekly updates: HereEngageNew episodes drop every other Wednesday. Be sure to subscribe.Send in your career, leadership, or self-development questions and I'll answer them on air.Email: theintrovertleader@gmail.comLinkedIn: linkedin.com/in/austinchopkinsYouTube: ​Austin HopkinsCareer Coaching: www.sts-coaching.com

    career winning clients stop surviving challenge ask
    Alignment Academy
    154. September 2026 Energy Reading: Do the Thing That Scares You

    Alignment Academy

    Play Episode Listen Later Sep 2, 2026 15:41


    Your next level requires a version of you who can hold it. September may just be the month that helps you become her.

    Trade Tales
    Ask Us Anything: How Shaun Crha presents product pricing to clients

    Trade Tales

    Play Episode Listen Later Sep 2, 2026 54:25


    In this episode, interior designer Shaun Crha of Long Beach, California–based firm Wrenstead Interiors answers a question from a designer whose clients want to know exactly what she's paying for product. Crha jumps in with advice on using a budgeting guide to prepare clients for prospective room costs, an alternative approach to fully itemized pricing, and why some information always remains internal to his firm. This episode was sponsored by Four Hands. LINKSWrensted InteriorKaitlin PetersenBusiness of Home

    Resume Assassin presents Recruiting Insider
    The EXACT System my Client Used to Land a $200K Job in 60 Days

    Resume Assassin presents Recruiting Insider

    Play Episode Listen Later Sep 2, 2026 23:25


    Mary breaks down the exact system her client used to land a $200K job in just 60 days. You'll learn how to sharpen your target, position your resume and LinkedIn, get in front of the right people, interview strategically, and turn your job search into a system that actually gets results.--MORE RESOURCESResume Writing & Career Serviceswww.resumeassassin.comResume Pro Academyacademy.resumeassassin.comCheck Your ATS Resume Scorewww.resumeassassin.com/resume-analyzerFree Resume Templatewww.resumeassassin.com/newsletterCONNECT WITH MELinkedIn: www.linkedin.com/in/mary-southernInstagram: @resumeassassinTikTok: @resume_assassin_mary

    Beyond Better with Stacy Ennis
    267. The 3 nonfiction book writing secrets I share with my clients

    Beyond Better with Stacy Ennis

    Play Episode Listen Later Sep 2, 2026 10:03


    burnout. Did you know you can create a blueprint that works for you that's adjustable and tailored to your needs?Join me in this solo episode as I cut through the mystery of how to write a nonfiction book using tips and strategies I share with my clients. I describe how to evaluate your needs and situation and effectively plan out your writing schedule, while setting realistic expectations and goals. I'll even explore different options you can choose for accountability, from tailored support through coaching to peer partners providing weekly check-ins.Get ready to take notes and learn how to customize your experience to your unique situation and goals. Here's to progress in writing (and finishing) your book!Follow me on:Instagram @stacyennisFacebook @stacyenniscreativeLinkedInYouTube @stacyennisauthorTo submit a question, email hello@stacyennis.com or join my email list http://stacyennis.com/join and fill out the form on the page.

    Troy Talks
    She Almost Quit. Fired the Client Instead. Here Is What Six Years in Real Estate Actually Looks Like | Stacey Brown

    Troy Talks

    Play Episode Listen Later Sep 2, 2026 35:01


    She never set out to be a realtor. She wanted to be an artist. Art was her first language. English was her second. But life had other plans, and six years into real estate in Indianapolis, Indiana, Stacey Brown has built something real one client at a time.On this episode of Troy Talks Money, Stacey gets honest about what the job actually looks like behind the scenes. She talks about the creativity behind negotiation and why contracts are so much more than pushing papers. She shares the money mistake she sees buyers make over and over that kills deals at the last minute. She talks about the deal that almost made her walk away from real estate entirely and what she did instead. And she explains why the renter mindset is one of the most dangerous things a new homeowner can carry into their first year of ownership.She also said something about home insurance versus home warranties that every homeowner needs to hear. Insurance is for things that could happen. A home warranty is for things that will happen.This conversation is for first-time buyers, current homeowners, real estate investors, and anyone who has ever thought that buying a home is the finish line when it is really just the beginning.Connect with Stacey Brown:Instagram: @staceysolditmeformeFacebook: Stacey BrownEmail: brown.stacey@kw.comPhone: 317-732-1001Keller Williams Realty Indy Metro NortheastTroy Holt is a Certified Financial Education Instructor, Navy veteran, and debt elimination specialist. He helps families pay off their mortgage and all debt in five to seven years without refinancing. Visit TroyHolt.com to book a free consultation. No pressure. No pitch. Just a real conversation about where you are and where you want to be.

    The Current Podcast
    BBDO ‘client-whisperer' Daale Carter: Brands need a challenger mindset — even the iconic M&M's

    The Current Podcast

    Play Episode Listen Later Sep 2, 2026 26:30


    BBDO's Daale Carter reveals how consumer listening, challenger thinking and a willingness to take risks are helping both iconic and upstart brands stay relevant. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    LST's I Am The Law
    Defending the Whole Client: Criminal Charges and Their Hidden Consequences

    LST's I Am The Law

    Play Episode Listen Later Sep 2, 2026 37:04 Transcription Available


    Frances Prizzia began her career as a public defender. Today, she runs her own criminal defense practice, representing clients facing charges ranging from DUI and assault to murder. In this episode, Frances explains how a criminal charge can often have damaging consequences outside the courtroom, affecting a clients' housing, immigration status, professional licenses, and family matters. These are areas that public defenders frequently have limited ability to address. She walks through an attempted murder case involving a client with schizophrenia to show how mental health history can shape defense strategy. Frances also breaks down preliminary hearings, plea negotiations, and the many factors that go into deciding whether to take a case to trial when the stakes can mean decades in prison. This leads to her desire to build a more holistic practice and the hard limits of what a lawyer can do when clients insist on making their own choices. Frances is a graduate of Santa Clara University School of Law.This episode is hosted by Kyle McEntee.Mentioned in this episode:Access LawHub today!Learn more about Juno and private student loansLearn more about Haynes Boone LLP

    ASCP Esty Talk
    Ep 414 – Korean Skin Care: Fact, Fiction and Room to Learn

    ASCP Esty Talk

    Play Episode Listen Later Sep 2, 2026 21:30


    Korean skincare is far more than a viral trend or a multi-step routine. In this episode of ASCP Esty Talk, Maggie and Ella explore the philosophy behind Korean skin care, examining its barrier-first approach, emphasis on prevention, and the cultural practices that have shaped one of the world's most innovative cosmetic industries. ASCP Esty Talk with hosts Ella Cressman and Maggie Staszcuk   Produced by Associated Skin Care Professionals (ASCP) for licensed estheticians, ASCP Esty Talk is a weekly podcast, hosted by licensed estheticians, Ella Cressman, ASCP Skin Deep Magazine contributor, and Maggie Staszcuk, ASCP Program Director. We see your passion, innovation, and hard work and are here to support you by providing a platform for networking, advocacy, camaraderie, and education. We aim to inspire you to ask the right questions, find your motivation, and give you the courage to have the professional skin care career you desire.  About Ella Cressman:  Ella Cressman is a licensed esthetician, certified organic formulator, and business owner with more than 20 years of experience in corrective skin care. Known as an "ingredient junkie" and industry cheerleader, she empowers professionals to think beyond products and develop a deeper understanding of skin function and formulation. In addition to her practice, Cressman is the founder of the HHP Collective, a practitioner-led community focused on strengthening clinical reasoning and advancing professional growth within the esthetics industry.   Connect with Ella Cressman:  Website: www.hhpcollective.com  LinkedIn: linkedin.com/in/ella-cressman-62aa46a    About Maggie Staszcuk:  Maggie Staszcuk serves as the Program Director for ASCP and is the cohost of ASCP Esty Talk podcast. With over 18 years' experience in the esthetics industry, her diverse background includes roles in spa management, spa and med-spa services, and esthetics education. Since becoming a licensed esthetician in 2006, she carries a range of certifications in basic and advanced esthetics. Maggie is dedicated to equipping estheticians with the knowledge and resources they need to thrive in their careers.   Connect with Maggie Staszcuk:  P: 800.789.0411 EXT 1636  E: MStaszcuk@ascpskincare.com    About our Sponsors: Massage Envy is a national franchisor and does not independently own or operate any of the Massage Envy franchised locations nationwide. The Massage Envy franchise network, through its franchise locations, is the leading provider of massage services. Founded in 2002, Massage Envy now has approximately 1,100 franchise locations in 49 states that have together delivered more than 200 million massages and skin care services. Website: www.massageenvy.com/careers/career-areas/esthetician  Facebook: @MassageEnvyCareers LinkedIn: @MassageEnvy   GlossGenius Gaps in your schedule. Clients who don't rebook. Tight margins. High payment processing fees. Sound familiar? When you're running your own practice, you don't have time to figure out where you could be making more money. Especially when you're stitching together booking, payments, and a clunky EMR that only makes things harder. That's why we love GlossGenius — the business management platform that does the work for you. It fills your calendar, rebooks clients automatically, upsells high-margin services, and has the lowest flat-rate payment processing fees. Plus, all the HIPAA-compliant tools you need for charting, consents, and client records — without the admin chaos. GlossGenius grows your revenue and handles the busywork, so you can focus on your clients. Use code ESTY at GlossGenius.com for 50% off your first two months of their Gold or Platinum plan. GlossGenius. More Growth. Less Busywork. Visit https://glossgenius.com/ascp for more details.   About Associated Skin Care Professionals (ASCP):    Associated Skin Care Professionals (ASCP) is the nation's largest association for skin care professionals and your ONLY all-inclusive source for professional liability insurance, education, community, and career support. For estheticians at every stage of the journey, ASCP is your essential partner. Get in touch with us today if you have any questions or would like to join and become an ASCP member.  Connect with ASCP:  Website: www.ascpskincare.com  Email: getconnected@ascpskincare.com  Phone: 800-789-0411  Facebook: facebook.com/ASCPskincare  Instagram: @ascpskincare 

    Agent Survival Guide Podcast
    The Ideal Client for Medicare Advantage Plans

    Agent Survival Guide Podcast

    Play Episode Listen Later Sep 2, 2026 6:07


    So you want to start selling Medicare Advantage plans, but you aren't sure what kind of clients to look for? No problem. In our newest episode, we break down some of the characteristics of what one of your ideal clients may look like.     Get Connected:

    Big Ideas Rural
    The Regional Business Client Funnel: Your lead magnet doesn't need downloads

    Big Ideas Rural

    Play Episode Listen Later Sep 2, 2026 15:40


    Everyone tells you to start with a lead magnet. I think that's backwards. In this practical behind-the-scenes episode, Tori unpacks the exact client funnel she'd build if she had to attract 10 paying clients from regional or remote Australia—and it doesn't begin with a PDF, freebie or 47-page ebook. It starts with the sale.  You'll learn how to reverse-engineer a profitable funnel by understanding buyer psychology first, identifying the transformation your paid offer delivers, and creating a lead magnet that attracts future buyers—not just email subscribers. Because downloads don't pay the bills. Buyers do.  If you've been growing your email list but wondering why it isn't converting, this episode will completely change how you think about funnels, nurture sequences and lead magnets.

    The Monday Meeting
    From Client Work to Original Films with Snaggletooth Creative | Aug 31, 2026

    The Monday Meeting

    Play Episode Listen Later Sep 2, 2026 66:18


    In this guest episode, Nick and Sam Snyder of Snaggletooth Creative join Monday Meeting to talk about launching a public-facing motion design studio, making the award-winning folk horror short Nurture, navigating the film festival circuit, and how live-action filmmaking sharpens the storytelling skills motion designers bring to client work.This episode covers:How to finish a personal project when client work keeps winning: The scheduling mindset that finally got a years-long film idea out the door.From freelancer billing name to public-facing studio: What actually changes when you stop talking like a freelancer and start talking like a studio owner.Why a mascot character can carry a brand beyond its founders: How Snaggy came to be, and the part of the process nobody warns you about.Bringing motion design tricks to live-action: The pre-production habits from mograph that made a 3–4 day shoot possible.Why horror is a smart genre for first-time filmmakers: Creative constraints, community, and a surprisingly welcoming room.How to navigate the film festival circuit: Where to submit, how to figure out where your film fits, and how to make festivals work for your business.The festival market motion designers overlook: A whole category of clients that need exactly what you do.Building the promotion muscle when imposter syndrome hits: A low-stakes way to get comfortable putting yourself out there.DaVinci Resolve vs. Adobe for color: Why the final conform didn't happen in Premiere.How cinema language levels up your motion design portfolio: What live-action storytelling teaches you that client work won't.How to get on a film set with zero experience: Free, local, and closer than you think.Follow Nurture on Instagram at nurture.film and find behind-the-scenes breakdowns at snaggletooth.tv.Upcoming Events:Open Discussion: Monday, September 14Game Night (usually the last Wednesday of the month): TBA for September — watch the website, newsletter, or DiscordOffice Hours voice channel on Discord on off-Mondays — unrecorded, drop-in co-working and hangoutAdditional guest episodes to be announcedVisit MondayMeeting.org for this episode and other conversations from the motion design community!SHOW NOTES:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Monday Meeting Patreon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Monday Meeting Discord⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MondayMeeting LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MondayMeeting Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MondayMeeting Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MondayMeeting Newsletter⁠⁠⁠Snaggletooth.tv"Nuture" FilmFilm Festival Submission Resource

    The Unapologetic Man Podcast
    FRIEND ZONED? 5 Easy Steps to Make Her See You as Boyfriend Material

    The Unapologetic Man Podcast

    Play Episode Listen Later Sep 1, 2026 22:34


    In this shocking episode of The Unapologetic Man Podcast, host Mark Sing hands you the exact playbook to flip a "we're just friends" situation into something real, and it starts with doing the opposite of everything your instincts are telling you to do. Most guys try to win her affection through favors and gifts, hoping she'll eventually notice how great they are. Mark explains why that approach guarantees you stay her friend forever, and walks through the five steps that actually work instead, starting with something as simple as telling her outright that you're just friends. Key Takeaways: Why trying to win her over with gifts and favors backfires every time Why telling her "we're just friends" is the move that flips the script and gets her chasing you Why letting her see you dating other women pulls her in even harder When to finally let her know you're interested, and why timing is everything Key Timestamps: [00:00:00] – Episode Intro [00:00:56] – The friend-zone story that kicks it all off [00:02:20] – Step 1: Friend-zoning her first [00:04:08] – Step 2: Cutting off the favors and the chasing [00:10:23] – Step 3: Showing value without showing interest [00:12:29] – Step 4: Dating other women openly [00:14:46] – Client success stories [00:16:50] – Step 5: Letting her know you like her, at the right time [00:21:44] – Episode Outro  Connect With Mark: Apply for Mark's 3-Month Coaching Program: https://coachmarksing.com/coaching/ Check Out The Perks Program: https://coachmarksing.com/perks/ Email: CoachMarkSing@Gmail.com Instagram: https://www.instagram.com/coachmarksing/ Grab Mark's Free Program: The Approach Formula - https://www.CoachMarkSing.com/The-Approach-Formula   About The Unapologetic Man Podcast The Unapologetic Man Podcast is your resource for mastering dating, attraction, and relationships from a confident, masculine perspective. Hosted by Mark Sing, this podcast gives men the tools and mindset shifts needed to succeed in their dating lives and build lasting, high-value relationships. #UnapologeticMan #MensPodcast #TheIck #TryHard #Attraction #DatingAdvice #Confidence #SelfImprovement   

    Beyond the Image Podcast
    Photography Copyright Explained: How to Protect Your Photos, Brand & Business | Wendy Neal, Esq.

    Beyond the Image Podcast

    Play Episode Listen Later Sep 1, 2026 97:24


    What happens when someone uses your photograph without permission? Who actually owns the copyright? Should you register every photo you take? What happens when a client wants the RAW files? And what legal protection do you really have when another photographer, contractor, client, magazine, or business uses your work? For Episode 700 of Beyond the Image, James Patrick sits down with attorney Wendy Neal for a deep dive into copyright, trademarks, licensing, contracts, infringement, and protecting the intellectual property behind a photography business. With 27 years of legal experience spanning intellectual property litigation, technology, corporate law, trademarks, and copyright, Wendy breaks down what photographers actually need to understand about protecting their work and their business identity. In this conversation, we cover: • Copyright vs. trademarks: What each protects and why photographers need to understand the difference • When copyright begins: Why you generally own the copyright the moment you create a photograph • Copyright registration: Why registration can dramatically increase your leverage when your work is infringed • Statutory damages: What they are, why registration timing matters, and how damages can range from hundreds to potentially six figures per infringement • Published vs. unpublished photographs: What "published" actually means under copyright law • Photo licensing: Why giving a client access to a photograph does not necessarily mean giving them ownership • License scope: How usage, duration, advertising, publicity, internal use, and other rights can be clearly defined • Copyright infringement: What happens when someone uses your photograph without permission • Cease-and-desist letters: Whether you need to send one before pursuing damages or other remedies • Clients exceeding their license: How photographers can address unauthorized usage without immediately jumping into litigation • Third-party infringement: Who may be liable when a client passes your photographs to a magazine, company, or another organization without having the right to do so • Second shooters and contractors: Why photographers need written agreements when other photographers create images for their business • Work made for hire: What the term actually means and why simply "hiring" another photographer does not automatically transfer copyright ownership • Employee vs. independent contractor copyright: A critical distinction for photography businesses with teams • RAW files: Why handing over RAW files is a much bigger issue than simply giving a client another file format • Buyouts and exclusive rights: What photographers are actually giving up when they sell broader rights to their images • AI and derivative works: What can happen when clients modify, filter, alter, or transform photographs • Trademarking your photography business: Why trademark considerations should begin before you settle on a business name • Personal names as trademarks: What photographers should understand when their business operates under their own name • Social media handles and domain names: Why owning a trademark does not automatically mean you can claim every corresponding username • Photography contracts: How clearly defining rights can prevent disputes before they happen • Pricing licensing: Why photographers should think about the value of usage rather than simply charging for "the photo" • Finding stolen images: Reverse image searches, emerging technologies, and ways photographers can monitor unauthorized use • Legal support for small businesses: Why getting an attorney involved early can often prevent much more expensive problems later This is a conversation about much more than copyright law. It's about understanding what you own, what you're selling, what you're licensing, what your clients can do with your work, and how to build contracts and systems that protect your photography business. If you're a professional photographer, commercial photographer, portrait photographer, wedding photographer, creative entrepreneur, or anyone whose business depends on original visual work, this is an episode you'll want to save and revisit. About Wendy Neal Wendy Neal, Esq. is an attorney with 27 years of experience working across intellectual property, copyright, trademark, technology, corporate, and transactional law. She has worked with both large organizations and small businesses, including managing substantial trademark portfolios and advising businesses on copyright and intellectual property matters. Learn more about Wendy at Neal.law. This episode is for educational purposes and is not legal advice. Consult an attorney about the specific circumstances of your business.

    The Podcast Profits Unleashed Podcast
    How to Build a Premium Brand That Attracts High-Value Clients

    The Podcast Profits Unleashed Podcast

    Play Episode Listen Later Sep 1, 2026 33:55


    Special Guest: Teaira Abston Welcome to Podcast Profits Unleashed, the show that helps coaches, consultants, experts, and entrepreneurs build authority, create meaningful visibility, and turn conversations into clients. I'm your host, Karen Roberts, and in this episode I'm joined by Teaira Abston, a branding and marketing strategist who helps health and wellness businesses attract premium clients and increase revenue through strategic branding, high-converting websites, and marketing. Because you can be brilliant at what you do… and still have a brand that makes people underestimate you. Before someone books a call or buys, they're already asking: Do I trust this person? Do they understand me? Are they credible? Are they worth the investment? And your brand is helping them answer those questions.

    Serve Scale Soar
    How Much Time Does It Take to Run a Freelance Ad Management Business?

    Serve Scale Soar

    Play Episode Listen Later Sep 1, 2026 13:40 Transcription Available


    Have you ever wondered how long it actually takes to run a freelance ad management business?Maybe you already have one and you are working your little booty off, opening your bank account thinking, “Holy bananas, I am not making enough money for how much I am working.” Maybe you are making good money and feel weird because you are not working enough, so you start inventing work. Or maybe you have not started yet and you are trying to figure out if you even have the hours.In this episode, Brandi answers the time question with actual numbers. Not “it depends.” Real hours, broken down by stage, plus where those hours belong so you stop pouring time into things that have never landed anyone a client.In this episode, you will learn:Why four hours a week is enough when you are just starting a freelance ad management business, and how those hours split between education, list building, and marketing minutesThe 40 to 60 minute Monday list-of-25 process and why a visual timer keeps it from eating your whole dayWhy 30 minutes a day of marketing minutes is the one thing that never changes at any stageThe four hours per week per client breakdown (1 hour reporting, 1 hour creative, 1 hour copy, 1 hour campaign setup and monitoring) and why that is the ceiling, not the targetWhen your time per client should drop way below four hours, and the red flags that mean you need to fix your processWhy onboarding is the most expensive thing in your calendar and how retention is a time strategyHow a Strategist Society member is doing $40,000 months working 30 to 35 hours a week, and how Brandi runs a million-dollar-a-year business in under 25Mentioned in this episode:Free live bootcamp (October): brandimowles.com/bootcampStrategist Society applications: thestrategistsociety.comDM Brandi the words TIME MANAGEMENT on Instagram @brandimowles if you want a full series on time managementThe Invisible Time Thief: Context Switching and Productivity: brandimowles.com/199The Conversions for Clients training: Creating Reports Clients Actually Want (available in Conversions For Clients)Ready to scale past $10K months?If you already have an ad management business and you are looking for more support and one-on-one coaching from Brandi, head to thestrategistsociety.com and apply for a spot. We will let you know when one opens and hop on a call to find out exactly where you are stuck. That is where you go if you want to make big girl money while getting your clients ridiculously good results and living a freedom-filled life.Loved this episode?Screenshot it, share it to your stories, and tag @brandimowles. And if the podcast has given you value, leave a quick review on Apple or drop some stars on Spotify. It is the biggest, kindest gift you can give a podcaster, and I appreciate every single one.Now go do the dang thing.Follow the Podcast: https://podcasts.apple.com/us/podcast/serve-scale-soar/id1477998650Follow Brandi on Instagram: https://www.instagram.com/brandimowlesFollow Brandi on Facebook: https://www.facebook.com/Brandiandcompany

    Call Me CEO
    315: From Corporate Marketing To A Thriving Interior Design Firm, Anne Lopez, CEO of Studio 790 Interior Design

    Call Me CEO

    Play Episode Listen Later Sep 1, 2026 50:50 Transcription Available


    Send us Fan MailCamille sits down with Anne Lopez, founder and CEO of Miami-based Studio 790 Interior Design, to talk about building a purpose-led business through life's hardest seasons. Anne shares her journey from 20 years in corporate digital marketing to launching her design firm at 39 — just before COVID and a surprise divorce hit simultaneously. They discuss pricing strategy for service-based businesses, how to create purposeful spaces in your home on any budget, and how Anne transformed her firm into an AI-first operation that made the Inc. 5000 list twice.Key Topics & Timestamps:Anne's background & career pivot — 20 years in corporate marketing for luxury hotels, launching Studio 790 at age 39Surviving rock bottom — Navigating a surprise divorce and COVID in 2020 as a single mom and new business owner; "sink or swim, victim or victor"Learning on the job — Showing up to gut renovation job sites without knowing construction terminology, Googling "rough plumbing" on the flyPurpose-led vision — How living authentically attracts the right team and clients; building an all-women teamPricing strategy — Hourly model with min/max ranges, one flat rate, transparency for clients; "set it and forget it for one year"Client impact story — Designing a nursery that became a healing sanctuary for a mom during a difficult birthHome design tips without a designer — Start with one space, dream big, execute one thing; avoid buying piecemeal items that don't cohere; save ~$10,000 before furnishing a roomBudget reality check — $7,500 for an entry-level living room (Target, Amazon, West Elm level); factor in 7% tax + 10-15% shippingAI integration — Running an AI-first design firm: Archsynth for elevation drawings, Lovable for website building, AI for client emails and automated reportingInc. 5000 — Made the list twice; team grew to 8 full-time (up to 16 in busy season)Self-care as a CEO — Reading habits, Tony Robbins' "NET Time" (No Extra Time), exercise, WPO & Pinnacle Global Network, intentional family timeBook recommendations — Atomic Habits, Design Love In by Marcus BuckinghamMentioned Resources:Lovable (AI website builder) — lovable.devArchsynth (AI elevation drawings)Amplify My Portfolio — amplifymyportfolio.comTony Robbins' NET Time conceptWPO (Women Presidents' Organization)Pinnacle Global NetworkConnect with Anne Lopez:Instagram (personal): @annelopezlivingInstagram (business): Studio 790 Interior DesignWebsite: studio790.comEmail: anne@studio790.comConnect with Camille:Instagram: @CamilleWalker.coPodcast: @CallMeCEOPodcastTry the 5-minute routine tomorrow and tag @CallMeCEOPodcast on Instagram with your biggest takeaway.Schedule a free discovery call with Camille!https://calendly.com/callmeceopodcast/discovery-call-with-camille 

    Female emPOWERED: Winning in Business & Life
    Episode 354: You Don't Need More Clients You Need Better Ones

    Female emPOWERED: Winning in Business & Life

    Play Episode Listen Later Sep 1, 2026 38:16 Transcription Available


    Think you need more leads to grow your Pilates studio, PT practice, or boutique fitness business? Think again.In this episode of the Female emPOWERed Podcast, Christa Gurka explains why attracting more clients isn't always the answer—and how the wrong clients can quietly drain your profits, overwhelm your team, and create unnecessary stress.Learn how to attract high-value clients who stay longer, pay without hesitation, refer others, and help build a more profitable, sustainable business. Christa also shares real data from her own Pilates studio, client retention strategies, pricing insights, and the onboarding systems that dramatically improved long-term conversions.In this episode, you'll learn: Why more leads don't always mean more profit  The difference between high-maintenance and high-value clients  How low-priced intro offers can attract the wrong customers  Why client retention is more valuable than constantly chasing new leads  The pricing and messaging mistakes that create unnecessary churn  How to structure intro offers that attract committed, long-term clients  The client onboarding system that increased membership conversions  The key business metrics every studio owner should know Free ResourceDownload Christa's Client Filter Worksheet to attract more of the right clients:

    The Successful Bookkeeper Podcast
    EP547: Lara Manton - Bookkeeping Isn't Dead: How to evolve and add real client value

    The Successful Bookkeeper Podcast

    Play Episode Listen Later Sep 1, 2026 39:46


    See what the team at The Successful Bookkeeper has on right now → Lara Manton has a gift for reframing panic as possibility. The founder of ACE-XL Ltd and a 15-year UK bookkeeping veteran, Lara delivered a talk at Accountex titled I've Watched Bookkeeping Die 3 Times — and in this episode she brings that same clear-eyed optimism to Michael Palmer. If you've been anxious about AI or wondering whether your role still matters, this conversation will shift your thinking. Chapters [00:00] Opening quote on client value [01:18] Welcome and guest introduction [03:30] The provocative LinkedIn article [06:30] Defining what bookkeeping really is [10:00] Three times bookkeeping 'died' [15:00] AI as shepherd, not replacement [18:30] Who thrived through each shift [23:00] Evaluating tech without chasing shiny objects [27:30] Rising professionalism and community [31:30] Biggest opportunity the profession must not miss Three "Deaths" That Were Actually Rebirths Lara's three moments of supposed bookkeeping extinction track neatly with major industry shifts: the cloud and OCR revolution, COVID forcing everyone to work remotely, and now the rise of AI agents. Each time, the prediction was the same — software will replace the bookkeeper. Each time, the profession adapted and came out doing more meaningful work. "Every time the software changes," Lara says, "it changes what bookkeepers do. It changes the nature of bookkeeping, maybe not what we do, but how we do it." The Core Job Has Never Changed Strip away the tools and the underlying mission is the same it has always been: get accurate data to help businesses make decisions. Lara argues that AI and automation simply speed up the data-gathering part, which frees bookkeepers to spend more time on the part that actually matters to clients. "The rewarding thing isn't entering data," she says. "The rewarding thing is understanding a business and helping a business owner. And that bit doesn't change." Humanity Is the Competitive Advantage The bookkeepers who thrived through every disruption shared one trait: they stayed curious about their clients. Lara makes the case that asking the right questions — specific to each business, not generic ones — is where the real value lives. "You can learn to ask the right questions, not the questions that everyone asks, but the right questions for that business. And then that's where you can start to add value. Because unless you actually relate those numbers back to the business itself and what they're trying to achieve, those numbers are gonna mean nothing to them." She warns that if you communicate like a robot, AI will eventually be able to replace you — but the innately human skills of listening, pattern recognition, and relationship-building are much harder to replicate. Thinking Clearly About AI Tools Lara draws a sharp line between AI accounting tools and accounting tools with AI built in. The former often lack foundational accounting knowledge; the latter layer intelligence on top of proven principles. She shared a real example: a client ran their VAT return through Claude and came back with a list of confused questions — because the AI didn't understand international reverse charge VAT. "It's about shepherding that information and reviewing the information rather than necessarily doing the data entry, but being aware of the other things that matter to a business owner." The lesson: use AI to augment your expertise, not to bypass the need for it. A Rising Tide for the Whole Profession Lara sees bookkeeping's public profile improving — driven partly by institutional efforts in the UK to bring bookkeeping into university curricula, and partly by accountants increasingly recognising bookkeepers as collaborative partners rather than a cheaper alternative. She also points to the bookkeeping community's culture of sharing as a quiet competitive strength. "Bookkeepers talk to one another. We don't gatekeep in the same way. We share information quite freely." That generosity of knowledge, she believes, is one of the things that will carry the profession forward — and attract software companies who want to build better products with practitioner input. Links Mentioned Lara Manton on LinkedIn — connect with Lara directly ACE-XL Ltd — Lara's finance process consultancy for larger businesses LJM Bookkeeping — Lara's UK bookkeeping practice PureBookkeeping.com — episode sponsor, proven system for growing your bookkeeping business thesuccessfulbookkeeper.com — free business-building resources About the Guest Lara Manton is the founder of ACE-XL Ltd and runs LJM Bookkeeping, a UK-based practice working with limited companies and service-based businesses. A two-time Xero Award winner — including Xero's first UK Bookkeeper / Small Firm of the Year — Lara sits on the ICB's Advisory Board and chairs their Tech Board. She has spoken at every major UK accounting event, including Accountex, and works with approximately 50 clients worldwide across outsourced finance and bookkeeping engagements.

    The Law Firm Leadership Podcast | We Interview Corp Defense Law Firm Leaders, Partners, General Counsel and Legal Consultants
    EP #82: Empathy Is a Hard Skill: Reena SenGupta on the Frozen Middle, Jevons Paradox, and the Future of Legal Work

    The Law Firm Leadership Podcast | We Interview Corp Defense Law Firm Leaders, Partners, General Counsel and Legal Consultants

    Play Episode Listen Later Sep 1, 2026 44:03


    Reena SenGupta invented the ranking system law firms love to hate, and now she explains why AI will make the legal profession more human. Reena spent thirty years measuring the legal industry from the inside, first building the Chambers and Partners rankings, then running the Financial Times Innovative Lawyers program for two decades. On this episode she walks Howard and I through what her latest research with Harvey shows about AI adoption in law, and the numbers complicate the doom narrative. Headcount is flat. Output is climbing. Clients and firms think they are having honest conversations about pricing, but the data says otherwise. So where is the real gap? Reena introduces the idea of the frozen middle, the layer of lawyers who use AI daily without ever becoming competent in it, and explains why that distinction will define who thrives over the next decade. She also makes the case that empathy belongs in the same category as legal drafting or negotiation, a skill to be trained rather than a trait some lawyers simply have. What does a law firm look like when the hourly rate no longer sits at the center of the business? Reena has a theory, and it starts underground, with fungi.   Episode Breakdown: 00:00 Meet Reena SenGupta, Architect of the Chambers Rankings 03:59 Why Reena Launched RSGI and the FT Innovative Lawyers Program 09:42 How Legal Innovation Has Changed Since 2005 23:48 AI, Jevons Paradox and the Future of Legal Demand 29:22 The Fungal Network Metaphor for Legal AI 36:32 Understanding the Frozen Middle in AI Adoption 40:03 Predictions for the Legal Industry a Decade From Now Connect with Reena SenGupta: Connect with Reena on LinkedIn   Reena's Company web profile    Connect with Howard Rosenberg: Connect with Howard on LinkedIn  Howard's Company web profile   Connect with Chris Batz: Connect with Chris on LinkedIn  Follow Columbus Street on LinkedIn Columbus Street Website  MergerWatch Website Podcast production and show notes provided by HiveCast.fm  

    The Efficient Advisor: Tactical Business Advice for Financial Planners
    400: Inside the Client Service Model of a $415M AUM Practice

    The Efficient Advisor: Tactical Business Advice for Financial Planners

    Play Episode Listen Later Sep 1, 2026 54:07


    What does it actually look like to build a fast-growing advisory firm without sacrificing the depth of your client relationships? In this episode, I'm sitting down with financial advisor Emily Rassam to take a behind-the-scenes look at the client experience, workflows, and team structure she's used to build a thriving practice serving approximately 270 families. We dig into how behavioral finance shapes everything from prospect conversations to financial plans, why every meeting in her firm has a defined purpose and process, and how her team delivers a highly personalized experience without relying on traditional client segmentation.In this episode you will learn:How to use behavioral finance questions to identify ideal clients and create deeper financial planning conversations.Why a structured onboarding process can differentiate your firm before a prospect ever becomes a client.How to build a flexible client service model that combines consistent processes with personalized planning.How strong workflows and delegation allow advisors to step away from prep and follow-up without sacrificing the client experience.If you've ever wondered how to create a more personalized client experience while still building a practice that can scale, this conversation gives you a look under the hood of a firm doing exactly that. You'll walk away with practical ideas for structuring your meetings, strengthening your workflows, using your team more effectively, and creating the kind of processes that give you more capacity to focus on the work you do best.Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation 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.

    The Coaching Equation
    The Four Faces of Avoidance (And How They're Costing You Clients)

    The Coaching Equation

    Play Episode Listen Later Sep 1, 2026 52:20


    Get access to the EMPIRE Revenue Dashboard: https://empirepartners.net/revenue-dashboard In this episode, I sit down with my co-founder and co-host, Brook Bishop, to talk about something almost nobody wants to deal with: tracking your numbers.Brook and I walk through four different ways we see people avoid tracking their metrics, why clarity beats perfection, why your emotions should be tied to the numbers you can actually control, and exactly which metrics, from lead flow to sales activity to pipeline health, you should be paying attention to if you want to grow.By the end of this one, you will know exactly which of these four you have been, and what to track instead. Listen to the Path To Mastery Podcast for a conversation on avoidance and why you, as a business owner, should start tracking your business.Enjoy the podcast? Subscribe and leave a 5-star review!Brook Bishop spent over two decades immersed in Personal Development and Business Consulting, driven by a passion for unlocking the potential of coaches and coaching organizations. As the co-founder of EMPIRE Partners, his journey is defined by transformative roles: leading sales at Buffini and Company, the world's largest real estate coaching company, and serving as Tony Robbins' Executive of Business Solutions for 15 impactful years.Connect with Brook Bishop!Website: https://brookbishop.com/ Instagram: https://www.instagram.com/brookthebishop1/ LinkedIn: https://www.linkedin.com/in/brookbishop/ Facebook: https://www.facebook.com/brookthebishop Grab a copy of Brook Bishop's book, Uncle Marc: Life Lessons from a Light Warrior, on Amazon: https://amzn.to/4guCrvs Get Instant Access to the WIP List Tracker: https://empirepartners.net/wip-download Ryan Lang is the CEO of EMPIRE Partners and a highly sought-after performance coach and consultant. He helps establish business owners, coaches, and thought leaders transform from elite practitioners to transformational leaders by building businesses on five critical pillars instead of one wobbly leg. Over 20 years, he has guided 1000+ professionals to predictable, profitable growth using his Whole Performance Coaching methodology—combining sales mastery, strategic marketing, and human optimization principles that create lasting stability.Connect with Ryan Lang!Instagram: https://www.instagram.com/realryanlang/ LinkedIn: https://www.linkedin.com/in/ryan-lang-b46a545b/ Facebook: https://www.facebook.com/ryan.lang.984 Join our growing community of service-based practitioners, coaches, and founders inside our Facebook group: https://www.facebook.com/groups/buildyourempires Learn more about Empire Partners: Website: https://empirepartners.net/ LinkedIn: https://www.linkedin.com/company/empire-partners/Facebook: https://www.facebook.com/profile.php?id=100093312203714 Take the Path to Mastery Quiz to uncover the hidden roadblocks keeping you stuck: https://www.empirepartners.net/quiz?utm_source=podcast&utm_medium=organic&utm_campaign=quiz-path-to-mastery #BusinessMetrics #TrackYourNumbers #EntrepreneurMindset

    Real Money, Real Experts
    Creating Client-Centered Programs That Empower Communities | Holly Zugay

    Real Money, Real Experts

    Play Episode Listen Later Sep 1, 2026 28:52 Transcription Available


    What does it take to make financial education truly meaningful and accessible? In this episode of Real Money, Real Experts, Holly Zugay, CFP, AFC, shares her journey from chemistry to financial education and the lessons she's learned working with diverse communities, including low-income families, veterans, homeowners facing foreclosure, and individuals transitioning from incarceration.Holly discusses how shame, stigma, and lack of confidence can create barriers to financial well-being, and why financial professionals need to move beyond the “ivory tower” approach. She shares practical strategies for building trust, creating participant-centered financial education programs, using activities to make financial topics engaging, and measuring success through meaningful behavior change.Holly also breaks down her Building Your Financial House program, including why she takes a long-term approach to financial education, addresses topics beyond budgeting and credit, and helps participants build confidence in their financial decisions.Learn more about AFCPE® and AFC Certification. 

    Teleforum
    Lessons From John Adams: Defending Unpopular Clients from the Founding Era to the Present

    Teleforum

    Play Episode Listen Later Sep 1, 2026 52:43 Transcription Available


    In this Federalist Society America 250 series, experts analyze modern legal and policy debates through the lens of the Founding generation. The Founders gave us the tools to answer many contemporary questions; join us as we explore those answers.American lawyers have long been defined by a commitment to represent even the most unpopular clients—a tradition that traces back to the Founding. When John Adams defended the British soldiers after the Boston Massacre, he did so in the face of intense public hostility, underscoring a simple but enduring principle: the right to counsel does not turn on public approval. This webinar revisits that moment to examine the lawyer’s role in an adversarial system—not as an endorsement of a client’s conduct, but as a safeguard of the legal system itself.That principle has been under strain in recent decades. Lawyers representing controversial clients or causes have faced increasing public backlash and, in some cases, professional consequences. Similar pressures surfaced during the Red Scare, when attorneys representing alleged subversives were themselves subject to suspicion. As criticism shifts from clients to the lawyers who represent them, the question becomes harder to ignore: what happens to the legal system when representation itself is treated as suspect? Join our panel as they discuss what the Founding-era commitment to principled representation means for lawyers today.Featuring:William Creeley, Legal Director, The Foundation for Individual Rights in EducationErin E. Murphy, Partner, Clement & Murphy PLLC Prof. Richard Samuelson, Associate Professor of Government, Hillsdale College, Washington, D.C. Campus(Moderator) Hon. Jennifer Perkins, Judge, Arizona Court of Appeals, Division One CLEThis event has been approved for1.00 Total CLE HoursApproved specialty credit (DEI, Civility, Ethics, etc.) is included on the State Approval Status chart below.State Approval Status In order to receive CLE credit for this webinar, attendees must attend the Zoom Webinar and have access to the chat box. This event's accreditation is highly predicated upon interactivity and verification measures that are only available via the webinar.If you join via audio, calling in, SIP, or H.323, you will not be eligible to receive CLE Credit. CLE Materials Questions? Check out our CLE FAQ page.

    Resilient by Design with Rebecca Hay
    337. Want More Design Clients? Fix The First Two Minutes Of Your Discovery Call

    Resilient by Design with Rebecca Hay

    Play Episode Listen Later Sep 1, 2026 21:06


    Want more design clients? Before you focus on generating more leads, take a closer look at what happens once you actually get a potential client on the phone. In this episode, I'm breaking down how to run a discovery call that helps you pre-qualify the right clients, communicate your value, talk confidently about investment, and move the conversation toward a paid consultation. And a lot of it comes down to what happens in the first two minutes. We're talking about why designers need to stop winging discovery calls, why listening is more powerful than pitching, how to set expectations from the beginning, what to say when it's time to ask for the next step, and why you should never end the call with a vague "let me know." I'm also sharing one number I want every designer to start tracking: your discovery call conversion rate. Because your discovery call isn't just a sales conversation. It's the beginning of your client experience.   Episode Resources: Ready to create repeatable systems throughout your design business? Learn more about Power of Process. Pricing with Confidence Course   -- This episode is sponsored by Programa. Programa is project management software built specifically for interior designers. It's designed to save you hours every week and reduce the errors that come from managing projects across scattered documents and systems. Use code RBD25 for 25% off annual Programa plans. Click to learn more.  

    Turf Nerds: A Lawn Care Podcast
    #293 - The Curb Appeal Audit: How Lawn Care Pros Can Cash In When Clients Sell Their Home | Cousin Kenny

    Turf Nerds: A Lawn Care Podcast

    Play Episode Listen Later Sep 1, 2026 43:37


    MEETUP RSVP LINK (FREE): https://partiful.com/e/AhVPncx2eKeEgFGsSGMo?c=_qmLc_Tz   TURF NERDS SOCIAL MEDIA LINKS: https://linktr.ee/turfnerdspod Evan's Walker's: https://amzn.to/4wTxZ0O Use code TURFNERDS for 5% off orders $600 and up at Magna-Matic! Use code NERDS to save 10% on Spencer Products! Real estate photographer "Cousin Kenny", who's shot over 3,400 homes  joins Evan and Greg to introduce the "curb appeal audit": a simple walkthrough lawn care pros can use to spot overgrown shrubs, blocked tree canopies, weedy beds, and other quick fixes that help a home sell faster. They dig into landscaping upsells, teaming up with real estate agents for referral work, and why small gestures, a handwritten thank-you card, a free fifteen-minute fix, build the kind of client retention that lasts for years.   Tap Here for Turf Nerds Merch!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Look! We Have A Website!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Don't forget to check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Green Frog Web Design⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and tell them the Turf Nerds sent you. Or Greg will scalp your lawn! Use promo code TURFNERDS for 50% off Equip Expo 2026 registration! Shoot us an email! Evan@TurfNerdsPod.com ⁠⁠Instagram⁠⁠ ⁠⁠Facebook⁠⁠ ⁠⁠TikTok⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube: ⁠⁠⁠https://www.youtube.com/@TurfNerdsPodcast?sub_confirmation=1⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#LawnCare #LawnMaintenance #Mowing #MowingGrass #LawnCareBusiness #Toro #ToroMultiforce #CubCadet #BibleStudy #Bible #Christian #Business #Entrepreneurship #Comedy #2024 #Marketing #Advertising #TipsAndTricks #Tips #Success #Yakta #YaktaMowers #YaktaOutdoor #Spring #SpringRush #FYP #Mower #NewMower #UsedMower #RouteDensity #EquipExpo #EquipExpo2024 #Echo #Stihl #RedMax #Shindaiwa #StringTrimmer #WeedWhip #GreenFrogWebDesign #WebDesign #EzraMcCarthy #Aerator #Aeration #ZAerate #Bobcat #BobcatMowers #Husqvarna #HusqvarnaGroup #HYGREENTOOL #GOMOW #ThunderLightingSupply #ChristmasLights #Christmas #Trump #DonaldTrump #PresidentTrump #ElectionDay #EZDumper #DumpInsert #StempkyNursery #Mulch #MulchInstallation #TurfNerds #Newsmax #NewsmaxTV #CarlHigbie #CharlieKirk

    Million Dollar Relationships
    From Beauty School to a $7 Million Business with Chelle Neff

    Million Dollar Relationships

    Play Episode Listen Later Sep 1, 2026 33:46


    What if the only thing standing between where you started and where you could go was one person willing to tell you the truth? In this episode, Chelle Neff, founder of Urban Betty in Austin, Texas, shares how a girl from a small West Texas town with no savings and no safety net built a salon company with three locations, nearly 100 employees, and revenue trending past $7 million. Chelle got her cosmetology license at 18 and moved to Austin the day after high school graduation. She opened Urban Betty at 27 with a $10,000 loan from her grandfather at 8% interest. But the relationship that changed everything was a woman who sat in her chair for a haircut in 2008, and who she still sees to this day. [00:05:00] What She Does and Who She Serves Founder of a salon company in Austin with three locations Nearly 100 people on the team, all employees rather than contractors Recently stepped back as CEO and promoted her general manager into the role She serves her employees first, most of whom chose a path outside college [00:06:18] How She Got Here Knew at age 10 she wanted to be a hairstylist Grew up in Throckmorton, a West Texas town of about 800 people Her parents had her as teenagers and college was never discussed Saw a newspaper notice for a high school cosmetology program and transferred schools [00:07:48] Getting Her License at 18 The program was government funded through the public school She paid only $200 for supplies when cosmetology school cost $10,000 to $15,000 Had no financial support system and no safety net Moved to Austin the day after graduating high school [00:08:26] Learning the Business from the Ground Up Started at Supercuts doing men's and children's haircuts all day Credits them with teaching her speed and how a well-run franchise operates Moved to Regis at the mall and then worked up to higher end salons Spent about ten years studying how each business was run [00:09:23] Opening Urban Betty at 27 Named the salon after her grandmother; her real first name is Betty Had no savings but good credit, so she took equipment and build-out loans A nonprofit that lends to women and minorities gave her a rate at 8% Her grandfather loaned the final $10,000 at that same rate [00:10:39] Twenty-Two Years Later Retired from doing hair in 2017 The business started with $70,000 and now trends over $7 million Never imagined going from cosmetology student to a multimillion dollar salon company Thought she would be rolling perms as an 80-year-old lady [00:12:05] What Inspires Her Now Has been working through the shift in identity from operator to founder Public speaking and mentoring salon owners is the next uncomfortable step Everything that scared her before led her somewhere greater Helping others grow gives a different kind of fulfillment than doing hair [00:14:02] The Vision Going Forward Working toward an exit strategy as she approaches 50 Her new CEO already owns 7% of the company Options include selling more shares to employees or finding the right buyer Wants to be present for her five-year-old son while the business runs without her [00:18:16] The Newsletter That Revealed Hidden Impact Added a call to action asking if anyone at Urban Betty had changed a client's life A woman wrote back with photos documenting her cancer journey and hair loss Her stylist had coached her through losing her hair and growing it back The stylist had no idea the impact she had made [00:20:07] What Clients Actually Want to See The highest engagement came from photos of a team trip to a Texas farm Clients care less about hair tutorials than about the people behind the business They want to know how the team is treated and what the company supports Almost no other salons are connecting with customers this way [00:21:54] Why Referrals Still Beat Everything The majority of guests still come through referrals from other people Reddit has become a major source because people trust unpaid, real voices That system cannot be gamed the way paid channels can [00:24:15] The Relationship That Changed Everything: Rebecca Rebecca sat in Chelle's chair for a haircut and said she heals people Chelle took her info thinking she would go once for help with dizzy spells At the first session she admitted out loud that she was unhappy in her marriage That was 2008 and she still sees Rebecca to this day, 18 years later [00:25:37] What That Relationship Made Possible Rebecca taught her to step into her own self-worth She held Chelle accountable and helped her leave her first marriage She officiated Chelle's wedding to her current husband Chelle says she would not be who she is today without her [00:26:00] The Referral Behind the Referral Rebecca was herself a referral from another client Chelle later told that client her whole life traced back to one recommendation Her husband, her son, and the success of her business all came from it Seeing Rebecca also taught her to ask for help elsewhere, leading to her first business coach in 2014 [00:29:22] Meeting Her Husband and Becoming a Mother Believes she would never have met her current husband without Rebecca They went through ten rounds of IVF before turning to adoption Their son was a hospital surrender they brought home at six days old His birth mother was a teenager, just as Chelle's own mother had been [00:30:14] Why She Talks About Therapy Openly She parents her son the way she wishes she had been parented Without Rebecca she believes she would have stayed in that first marriage far longer Her dizzy spells were her body telling her she needed to leave She refuses to gatekeep therapy and speaks about it every chance she gets [00:32:48] Final Word: Representing the Industry Grateful to speak on a platform like this for her industry Salon professionals tend to stay behind the scenes and rarely speak out Wants to prove that hairstylists can build real, sustainable wealth   KEY QUOTES "From cosmetology student to multimillion dollar salon business was never anything that I imagined. I thought I would be rolling perms as an 80-year-old lady." - Chelle Neff "Everything that's hit me that I've not wanted to do and really freaked out about, such as opening my own business or doing the first haircut, has led me to something greater." - Chelle Neff CONNECT WITH CHELLE NEFF Salon: https://www.urbanbetty.com Coaching: https://www.chelleneff.com Instagram: https://www.instagram.com/urbanbetty LinkedIn: https://www.linkedin.com/in/urbanbetty Facebook: https://www.facebook.com/urbanbetty   Thanks for tuning in! If you liked my show, please LEAVE A 5-STAR REVIEW, like, and subscribe! Find me on: Apple Podcasts | Spotify | iHeart Radio | Stitcher

    Black Girls Consult TOO!
    Episode 158: Demand Decoded: Stop Chasing Clients. Start Capturing Demand. (Series Finale)

    Black Girls Consult TOO!

    Play Episode Listen Later Sep 1, 2026 38:39 Transcription Available


    Send me a text message and get your questions answered on the podcast! I'd love to hear from you! You know how to do the work. The question is...How do you get more of the right buyers to choose you?If finding your next consulting client feels like a constant cycle of networking, following up, and chasing opportunities, there may be another way to approach the problem.In the Demand Decoded series finale, we challenge the way many consultants think about finding clients. This episode reveals where you may be overlooking opportunities that already exist.If you want more business without spending all of your time trying to convince people to buy, this is the episode to hear.Free Quiz: In less than two minutes, you'll discover the biggest gap between your expertise and how the market currently perceives it, identify your primary Authority Blocker, and get a personalized roadmap to help you build the kind of authority that attracts premium opportunities.https://drangelinadavis.myflodesk.com/authorityLet's Stay Connected!Connect with me on LinkedIn: https://www.linkedin.com/in/drangelinadavis/Don't Forget!If this episode resonated with you:SubscribeLeave a reviewShare it with another brilliant woman who needs to hear this. I'd really appreciate it!

    Financial Coaches Network - The Podcast: Build your Financial Coaching Business
    #214: Financial Counseling Chapter 5 - The Importance of Self-Awareness for Financial Counselors and Clients

    Financial Coaches Network - The Podcast: Build your Financial Coaching Business

    Play Episode Listen Later Sep 1, 2026 42:00


    Josh and Emily continue their discussion of the Financial Counseling textbook by Durband, Law, and Mazzolini. This episode focuses on Chapter 5, exploring how self‑awareness shapes the effectiveness of financial counselors, emphasizing the need for professionals to understand their own traits, biases, past experiences, and emotional triggers. The hosts discuss how counselor self‑awareness influences client relationships, goal‑setting, and the ability to adapt plans, while highlighting tools like transference awareness, cognitive bias recognition, and reflective practice.Top takeaways: Self‑confidence can be both a strength and a blind spot, often reducing a counselor's tendency to self‑question. Flexibility is essential—rigid, book‑based systems (e.g., Ramsey‑style plans) fail to meet clients where they are. Emotional bonds require vulnerability with boundaries, balancing empathy with professionalism. Mutual agreement on goals is critical to success; when counselors impose their own priorities or values, the goal will likely not be achieved. Understanding personality theory strengthens counselor self‑awareness, helping professionals recognize how their traits, past experiences, and default reactions shape client interactions. Transference and counter‑transference shape client interactions, especially around emotionally charged topics like debt. Cognitive biases distort judgment, making ongoing self‑reflection critical for accurate decision-making. Past experiences shouldn't become default recommendations; what worked for the counselor may not fit the client's situation. Self‑awareness practices matter: seek feedback, record and review sessions (with client permission), track session participation, work underneath or with other coaches, track recommendation success, and watch yourself for auto‑recommendations. Money history questions can deepen understanding of yourself. Self‑care supports counselor effectiveness, improving emotional presence and reducing reactivity. Chapter 5 of Financial Counseling reinforces that self‑awareness is not optional—it's foundational. Counselors who understand their own biases, triggers, and histories are better equipped to build trust, personalize guidance, and support clients with clarity and compassion.Want help building or growing a successful financial coaching business? Start here:Exploring financial coaching? Join our free community of 6,000+ coaches:https://www.facebook.com/groups/financialcoachescommunityReady to learn more? Get our free 8‑part email series with 30+ tips:https://www.financialcoachesnetwork.com/pre-launch-email-seriesLaunching your business? Check out FCN Biz DIY, our step‑by‑step program:https://www.financialcoachesnetwork.com/biz-diyLove coaching but not running a business? Beta test MoneyCoach Network:https://form.jotform.com/231063470154043

    Thrivetime Show | Business School without the BS
    Clay Clark | Client Success Story: Discover How SanDiego-Softwash.Com Went from Spending $20,000 Per Month On Adwords & Facebook Advertising to Spending Zero Per Month + How to Dramatically Reduce Your Cost Per Lead

    Thrivetime Show | Business School without the BS

    Play Episode Listen Later Aug 31, 2026 97:11


    Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

    Thrivetime Show | Business School without the BS
    Bookkeeping Industry | Shockleybooks.com & Carrie Shockley Client Success Story + "I Have Seen Massive Growth! I've Been With Clay Clark for 5 Years. It's Been Wonderful! If You Don't Want Accountability You Don't Want This."

    Thrivetime Show | Business School without the BS

    Play Episode Listen Later Aug 31, 2026 374:30


    Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/