Podcasts about collaborate

Play Episode Listen Later Dec 23, 2025 40:12

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. In this last episode of 2025, Justin interviews Morgan O'Rourke and Hilary Tuttle of RIMS Risk Management magazine on the most impactful risks of 2025 and what's expected in 2026. They discuss the difficulty of reporting on the rapid pace of risk change. Morgan and Hilary discuss the most impactful natural events of 2025: wildfires in California and Canada, Hurricane Melissa, and flooding. They discuss the economic risks posed by the unusual tariff changes in 2025 and how supply chains and inflation are affected. These risks are covered in the Q4 edition of RIMS Risk Management magazine online now. Morgan and Hilary will return for the first episode of 2026, launching on January 5th. Key Takeaways: [:01] About RIMS and RIMScast. [:17] About this episode of RIMScast. This is our final episode of 2025, and who better to spend it with than Morgan O'Rourke and Hilary Tuttle of RIMS Risk Management magazine? [:44] We will discuss some of the top risk management stories of 2025 and what they might mean for 2026. They will rejoin us for the first episode of 2026! But first… [:55] RIMS-CRMP and Some Prep Courses. The next virtual prep course will be held on January 14th and 15th, 2026. These are virtual courses. Links to these courses can be found through the Certification page of RIMS.org and through this episode's show notes. [1:12] RIMS Virtual Workshops are coming up. On January 21st and 22nd, Chris Hansen returns to deliver the course, "Managing Worker Compensation, Employer's Liability and Employment Practices in the US". [1:26] The full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's notes. [1:38] RIMS members always enjoy deep discounts on the virtual workshops. [1:48] The RIMS-CRO Certificate Program in Advanced Enterprise Risk Management is hosted by the famous James Lam. This is a live virtual program that helps elevate your expertise and career in ERM. [2:01] You can enroll now for the next cohort, which will be held over 12 weeks from January through March of 2026. Registration closes on January 5th. Or Spring ahead and register for the cohort that will be held from April through June, 2026. Registration closes on April 6th. [2:20] Links to registration and enrollment are in this episode's show notes. [2:27] On with the show! The annual Year in Risk Review edition of RIMS Risk Management magazine is now available. Visit RMmagazine.com for more information. [2:39] I wanted to dive deeper into some of the pages and the stories that made major headlines in risk management this year. Morgan and Hilary are rejoining us as part of our annual tradition. [2:54] We're not just looking back; we're also going to talk about how these events should be some warning signs and provide some extra insight for risk managers around the world. [3:05] Interview! This is our final episode of the year, and we're going out with a bang with two of my favorite people! [3:12] Morgan O'Rourke and Hilary Tuttle, welcome back to RIMScast! [3:23] Justin saw Morgan and Hilary, just a month ago in Seattle, at the ERM Conference. Morgan says it was raining the whole time, but it was a good conference. It was well-attended, and everybody enjoyed themselves, and the attendees got a lot out of it. It was a great event! [3:51] Hilary also thought it was great! The turnout was fantastic! There was some great feedback on a lot of the sessions. There were some packed rooms! People seemed pleased with the programming. Hilary didn't see the sun until she left, but she enjoyed the city! [5:12] Morgan and Hilary's goal for attending the ERM Conference is to gather good ideas for articles. They look for presenters who might be good content contributors in other formats. They look to get a sense of what is new and what is emerging. [5:24] Morgan and Hilary talk to members about what they're seeing in practice and what's concerning to them. Morgan says if there's a packed room for a session, it's clearly a topic that's resonating, which bumps it to the top of the list of things to pursue, since there's interest in it. [6:17] Justin notes that Morgan's always there in the sessions with pen and paper. He's old school! [7:36] Morgan says the hardest part of reporting on risk is the breadth of the risks they cover. Everything has a lot more nuance and a lot more effect. This incident happened, which had 57 knock-on effects. [7:47] Morgan explains why distilling that down to something that makes sense in article form is a huge challenge and compares writing about risk to the experience risk managers have with everything they deal with. [8:10] Morgan says that, at the end of the year, spotlighting the year in risk coverage is a challenge. How do you get the entire economic, geopolitical situation down to 200 words? [8:37] Hilary says the velocity of change is a challenge when covering risk. Unlike in everyday news coverage, they have to add an amount of value or takeaways for a reader who is looking to do something about risk. Developing that value, at the speed of risk, is particularly challenging. [9:15] Hilary continues. Crises are compounded now. You can't ignore a lot of those factors that make a crisis a bad issue. Hilary cites hurricanes, rapid intensification, which is a knock-on effect of climate change, lax building codes, and people building more in certain regions. [9:38] Hilary says you have to add so many layers to explain why this crisis is happening now. It becomes a lot more challenging to figure out how it impacts insurance. You have to take into account different exclusions or the way the policies are created. There are a lot of moving parts. [10:04] Morgan says, It's not just your picture. It's the picture of your suppliers and your customers, who might be across the country or around the world. All of their risks become your risks or, at least, will impact your business. [10:33] Justin compliments the digital layout of RIMS Risk Manager magazine. He speaks of how Morgan and Hilary go to RIMS events looking for inspiration for content and content contributors. [11:05] Morgan says, We're only as good as the information we've learned through the people we've met, or what we've read. We're not practicing risk managers. Hearing from experts who deal with it every day is the strongest way to get good content that resonates with our readers. [12:17] Morgan says wildfires were probably the most costly insured loss of 2025. Hilary says that earthquakes were the most costly in terms of the loss of life. The LA fire was the largest single economic loss. There are lots of expensive homes in Southern California. [13:26] Canada has had wildfires raging almost non-stop for two or three years. Wildfires are no longer secondary perils. They're a prime source of loss. Severe convective storms, in the aggregate, probably caused more damage than wildfires this year. [14:04] Hilary says severe convective storms have been in the top 10 for seven out of the last 10 years. Morgan says this was one of the top convective storm years. In natural disasters, you're not looking just at hurricanes and earthquakes, but also fires, floods, and more. [14:32] Hilary talks about secondary factors, like tremendous wind events in California, increasing the rate at which fires spread, making containment difficult. Things were moving fast. A lot of buildings were burning. It took three weeks to put out two of the largest fires. [15:05] Canada faced different challenges. All but two provinces had record, above-average fire seasons. Some fires impacted remote areas where getting people out is logistically extremely difficult. Seventy-something First Nations communities had to be evacuated. [15:35] If you're dealing with areas that are largely only accessible by air, getting communities of people out for long periods is logistically very challenging, with a devastating human impact. They're very different fires. [15:52] Hilary says it was quite a year. Morgan ties it back to the impact of climate change. It starts with drought, and it's exacerbated by winds. Then you've got these weird things that pop up where Mother Nature says, Hey, I've got a weird twist for you! [16:13] Quick Break! RISKWORLD 2026 will be held from May 3rd through the 6th in Philadelphia, Pennsylvania. RISKWORLD attracts more than 10,000 risk professionals from across the globe. It's time to Connect, Cultivate, and Collaborate with them. Booth sales are open now! [16:35] General registration and speaker registration are also open right now! Marketplace and Hospitality badges will be available starting on March 3rd. Links are in this episode's show notes. [16:50] Let's Return to Our Interview with Morgan O'Rourke and Hilary Tuttle! [17:11] Some of the fires Canada experienced this year were zombie fires, also called holdover fires, or overwintering fires. They can live in the soil under the snow until it gets warm, the snow melts, and they reignite. Some of the fires of 2025 were started in 2023. [16:23] Hilary believes those holdover fires were in Saskatchewan, Manitoba, the Northwest Territories, and up North. Holdover fires are most common in the Arctic Circle. [18:43] Morgan and Hilary believe that's a good example of things that will happen more frequently with climate change, affecting a larger number of people than before. [19:15] Morgan says convective storms are tornadoes and thunderstorms. Hilary adds that it has to do with the pressure front that leads to forming them. Outbreaks of many tornadoes in a couple of days wreak havoc in the U.S. Midwest. [20:06] Morgan says the highest intensity of a tornado is EF5. There was an EF5 tornado in North Dakota for the first time in 10 years. It touched down in a place where there were not a lot of people. [20:35] Hilary says we're seeing increasingly severe convective storms and inland flooding losses. Severe storms are flooding areas that weren't thought of as being at risk of flooding. [20:50] The more we build into these plains with high-value properties, the more damaging convective storms are getting. The storms are also getting worse. We're also seeing increasingly damaging hail. That's a severe convective storm issue, as well. [21:27] Morgan says climate change makes things more intense and widespread. Morgan says his favorite climate change after-effect was the attack of the jellyfish this year. [21:57] There were multiple instances of French nuclear power plants being taken offline by giant swarms of jellyfish clogging the coolant intake lines. Europe had a super-hot summer. Water temperatures rose, which increased jellyfish activity and presence. [22:26] There were so many jellyfish, they ended up in places they shouldn't be. France generates 70% of its electricity through nuclear power. If nuclear power plants are taken offline, it's not just a minor annoyance. [22:51] If you're a company during a blackout, you don't care that it was jellyfish. You're still not in business for the time that you don't have power. Suddenly, this climate change effect is now a part of a disaster preparedness plan because of climate change. You have to plan for jellyfish. [24:43] Hurricane Melissa was another storm with widespread flooding and enormous insured losses. Morgan notes that 2025 was a relatively low-activity season from the standpoint of how many hurricanes made landfall. [25:18] Melissa was the most damaging and probably accounted for 90% of economic losses and loss of life. It did billions of dollars' worth of damage. [25:33] There were three Category 5 Hurricanes this year; four is the record, but they mostly went out into the ocean; they didn't do anything. That doesn't mean it's always going to happen. If one storm hits the right place, you're in trouble. [26:07] It was an active storm season for Jamaica. It only takes one storm in your area to be an active season for you. [26:25] Hilary says Melissa is a textbook case of some of the perils of rapid intensification. It got much worse very quickly. The fact that we've seen such a proportion of Category 5 storms is a pattern that is concerning. [26:57] They discussed rapid intensification in the hurricane outlook for the season. Hurricane Erin also occurred this year. It intensified quickly, but it didn't cause a lot of damage. Your lead time is less when a storm intensifies quickly. [27:32] Morgan says it's important to get things in order before storms hit because you may not have the time to do it when it's mid-season. You don't know where or when a storm will hit. [27:50] Wikipedia calls Melissa the costliest storm in Jamaican history, at $10 billion in damage, 102 fatalities, 141 injuries, and 27 missing. [28:38] A Final Break! The Spencer Educational Foundation's goal to help build a talent pipeline of risk management and insurance professionals is achieved, in part, by its collaboration with risk management and insurance educators across the U.S. and Canada. [28:57] Spencer awards undergraduate, graduate, Ph.D., and Pre-Instructor of Practice Scholarships to students enrolled at an accredited college or university in the U.S. and Canada, and physically studying in either location. No remote coursework eligibility from other locations. [29:14] Including part-time, graduate scholarships to risk management and insurance professionals continuing their education. [29:20] Since 1980, Spencer has invested more than $11.1 million in the scholarship program with awards to over 1,700 students. More than 85% of Spencer's scholarship recipients remain in the industry to this day. [29:35] They've got undergraduate scholarships, full-time Master's scholarships, part-time Master's scholarships, pre-dissertation Ph.D. candidates, doctoral candidates, and pre-instructor of practice scholarships all open now. The application deadline is January 31st, 2026. [29:57] Visit SpencerEd.org/scholarships. You'll find the different application buttons. See the link in this episode's show notes for more information, giving you some extra homework to do over the holiday break, if you are taking a holiday break! [30:14] Let's Return to the Conclusion of Our Interview with Morgan O'Rourke and Hilary Tuttle! [30:46] Justin mentions that tariffs in 2025 affect 90% of U.S. imports. That's a supply chain management issue and an ERM issue. Tariffs themselves are an issue. [31:16] What Morgan connects most to tariffs is the uncertainty they create, especially in the way they've been implemented this year. Tariffs are promised, then the terms are changed, creating uncertainty. What level of costs will businesses absorb or pass on to customers? [31:50] Morgan says those things make the business landscape unstable. Tariffs in April would be better than 57 different announcements that change the picture every other week and tend to tank the stock market. [32:20] Morgan says Goldman Sachs estimated in September that 55% of the incurred costs have been passed to consumers, depending on the business. Once it impacts your customers, you've got less revenue coming in. It's an unstable environment. [32:47] Hilary contrasts this year's tariffs with past tariffs. Usually, it's a "set it and forget it" situation. Hilary calls this year's tariffs erratic and confusing. The scale and the frequency of change are unprecedented. [33:31] Morgan says you can feel it when you go to the store. That's not helping from a personal standpoint or a business standpoint. Justin speaks of shrinkflation. [33:47] Tariffs are going to affect inflation. Nobody wants that. [34:22] Hilary speaks of alternate supply chains that are in more friendly tariff environments. Some of the items in your products are going to be different. Some of your processes will be different. You don't know if you're also going to be getting inferior products. [34:52] Morgan says it's not as simple as saying just get a new supplier. That's an operational shift from procurement, on. Hilary says, hopefully, you won't have to do product safety testing or environmental impact studies, or reporting around your supply chain. [35:09] Morgan notes that some raw materials may only be available in five countries, like a rare earth mineral. [35:32] Justin asks if this is explored in depth in the Q4 edition of RIMS Risk Management magazine. Hilary says we are not talking about rare earth minerals in that issue. Morgan is working on figuring out how we can cover that, perhaps, in 2026. [35:53] Morgan is fascinated by this topic. There are limited deposits of things. The broader point is that if you're affected by tariffs and you're trying to change suppliers or sources, you may not have all the options. [36:12] Hilary says it is a situation where the risk is very much there, but the management or mitigation of it is not necessarily something you can do much about. Only so many places make cobalt. Morgan adds, There are only so many mines out there. [36:31] Justin says, The Q4 edition of RIMS Risk Management magazine is out now. This is the last episode of 2025. We're going to have you back to discuss a little bit more in the first episode of 2026. [37:01] Morgan's parting words: "I'm just glad you're listening. I'm glad you're listening. I'm glad you're reading. I'm glad you're here. I feel like it's a privilege to keep writing for you, talking to you, so hopefully, we continue to do that in the new year. Everybody, be safe and happy." [37:14] Hilary's parting words: "Thanks for making it through another year!" [37:18] So, we're going to have you back in January, and we'll pick up there, probably with some cyber and some Data Privacy Day kick-off, January 5th, 2026. [37:35] Special thanks again to Morgan O'Rourke and Hilary Tuttle of RIMS Risk Management magazine and the RIMS Publications Department for joining us on RIMScast. They will rejoin us for the first episode of 2026. That will launch on January 5th. [37:52] Mark your calendar and subscribe to RIMScast through your podcasting app of choice! Visit RMmagazine.com to check out The Year in Risk edition of Risk Management magazine. That's the Q4 edition. This is reporting from the best in the profession. [38:12] You can't get any better than RIMS Risk Management magazine. [38:17] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [38:44] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [39:01] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [39:18] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [39:34] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [39:47] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [39:59] Practice good risk management, stay safe, and thank you again for your continuous support! Links: RIMS Risk Management Magazine: Year In Risk Edition | Feature Article Facilitating Risk-Based Decision Making | Virtual Workshop | March 4‒5, 2026 RIMS-CRO Certificate Program In Advanced Enterprise Risk Management | Jan‒March 2026 Cohort | Led by James Lam RISKWORLD 2026 Registration — Open for exhibitors, members and non-members! Reserve your booth at RISKWORLD 2026! The Strategic and Enterprise Risk Center RIMS Diversity Equity Inclusion Council RIMS Risk Management magazine | Contribute RIMS Now Spencer Educational Foundation Scholarships | Submission Deadline Jan. 31, 2026 RISK PAC | RIMS Advocacy RIMS-Certified Risk Management Professional (RIMS-CRMP) | Insights Series Featuring Joe Milan! Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP Exam Prep | January 14‒15, 2026, 9:00 am‒4:00 pm EST, Virtual Full RIMS-CRMP Prep Course Schedule See the full calendar of RIMS Virtual Workshops "Managing Worker Compensation, Employer's Liability and Employment Practices in the US" | Jan. 21‒22, 2026 Upcoming RIMS Webinars: RIMS.org/Webinars Related RIMScast Episodes: "Mid-Year Update 2025: RIMS Legislative and Risk Management News" "James Lam on ERM, Strategy, and the Modern CRO" "The Evolving Role of the Risk Analyst" "Presilience and Cognitive Biases with Dr. Gav Schneider and Shreen Williams" "Risk Rotation with Lori Flaherty and Bill Coller of Paychex" "Risk Quantification Through Value-Based Frameworks" Sponsored RIMScast Episodes: "Secondary Perils, Major Risks: The New Face of Weather-Related Challenges" | Sponsored by AXA XL (New!) "The ART of Risk: Rethinking Risk Through Insight, Design, and Innovation" | Sponsored by Alliant "Mastering ERM: Leveraging Internal and External Risk Factors" | Sponsored by Diligent "Cyberrisk: Preparing Beyond 2025" | Sponsored by Alliant "The New Reality of Risk Engineering: From Code Compliance to Resilience" | Sponsored by AXA XL "Change Management: AI's Role in Loss Control and Property Insurance" | Sponsored by Global Risk Consultants, a TÜV SÜD Company "Demystifying Multinational Fronting Insurance Programs" | Sponsored by Zurich "Understanding Third-Party Litigation Funding" | Sponsored by Zurich "What Risk Managers Can Learn From School Shootings" | Sponsored by Merrill Herzog "Simplifying the Challenges of OSHA Recordkeeping" | Sponsored by Medcor "How Insurance Builds Resilience Against An Active Assailant Attack" | Sponsored by Merrill Herzog "Third-Party and Cyber Risk Management Tips" | Sponsored by Alliant RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Kristen Peed! RIMS Events, Education, and Services: RIMS Risk Maturity Model® Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information. Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts. Have a question or suggestion? Email: Content@rims.org. Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn. About our guests: Morgan O'Rourke, RIMS Director of Publications and Risk Management Magazine Editor in Chief Hilary Tuttle, Managing Editor, Risk Management Magazine Production and engineering provided by Podfly.

Pierre Poilievre willing to collaborate in a "no" campaign during a possible referendum. Plus: AI capable of influencing an electoral vote.

The Big Five Podcast

Play Episode Listen Later Dec 22, 2025 22:22

Robyn Flynn, sitting in for Elias Makos, is joined by Jimmy Zoubris, Montreal businessman, longtime activist and former special advisor to Valerie Plante and Andrew Caddell, columnist for the Hill Times and President of the Task Force on Linguistic policy on The Big 5. Federal conservative leader Pierre Poilievre says he is ready to collaborate with his federal colleagues in the No camp if a referendum were to be held. The city of Montreal will be putting back some of the parking spots back in the Ville-Marie Borough. A new study out of Cornell University says AI chatbots can successfully convince people to change their votes.

How To Create A Great Strategic Plan For 2026 Part 2

strategy drawing invite boomers collaborate latte strategic plans powerful tools cois

Play Episode Listen Later Dec 19, 2025 20:52

What would change in your business if every growth decision you made was guided by a clear, intentional strategy instead of reacting to whatever showed up that week? In this episode, I walk you through how I help advisors build a revenue-focused strategic plan for 2026 that actually drives momentum. Drawing on 30 years of coaching experience, I explain why chasing net new clients is a distraction, how to think differently about revenue targets, and why the next few years represent a massive opportunity as Boomers retire and the industry transitions.

Tribal members collaborate with archaeologists to support elk conservation in Oregon

Underground History

Play Episode Listen Later Dec 19, 2025 14:33

Klamath Tribal Cultural and Heritage director Perry Chocktoot and archaeologist Richie Rosencrance join Chelsea Rose to discuss an article they co-authored with Kelly M. Stewart titled, "Collaborative Understanding: Using Archaeology, History, and Indigenous Knowledge to Support Elk Conservation in Oregon's Great Basin."

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Ep. 144: Grant Kornman, Partner at Align Collaborate

Investors & Operators

Play Episode Listen Later Dec 19, 2025 45:36

Topics:How Sponsors Communicate EfficientlyWhat Investors Look For in First CallsLower Middle Market Buy-and-Build Strategies...and so much more.Top TakeawaysMatch your capital partners to your stage of maturity. Grant notes that choosing the right capital partner upfront prevents misalignment and speeds your path forward. For example, early sponsors gain the most by co-sponsoring with seasoned PE funds to learn what “good” looks like. Sponsors aiming to raise a future fund need co-investors who protect attribution and let them build a clean track record. Lead with the value you'll create, not the deal you found. Grant sees it all the time: independent sponsors spend 45 minutes on deal mechanics and leave only a few minutes on the plan that actually drives returns. It's backwards. Investors care far more about the growth thesis, the value levers, the M&A roadmap, and why you are the right person to execute it. VOC + Market Mapping is the new standard for top sponsors. Grant expects more sponsors to invest in structured market studies, especially voice of customer to validate why the company wins, and market mapping to define the actual M&A universe. Most sponsors talk about add-ons, but few can prove how many targets exist, which ones fit, or whether sellers transact. Investors back the sponsors who can quantify this, not just claim it.About Grant Kornman Grant Kornman is a former independent sponsor with more than a decade of experience buying and growing lower-middle-market companies. He co-founded NCK Capital and built a track record across multiple sectors through disciplined investing and operator-level execution. As a Partner at Align Collaborate, Grant brings a sponsor-first approach to equity shaped by a deep understanding of what independent sponsors need to execute and create value.About Align CollaborateAlign Collaborate is an equity partner purpose-built for independent sponsors. Launched by Align Capital Partners in partnership with Grant and Michael Kornman, the firm provides fast, flexible equity for lower middle-market buyouts. Their model is designed around the realities of the IS ecosystem: clean attribution, quick decisions, tailored structures, and the option to leverage ACP's operational resources.

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Challenging the System: A Conversation with Dr. Stuart Fischbein (Part 1)

The Un-a-Parent

Play Episode Listen Later Dec 18, 2025 31:23

In this two-part conversation, Katia sits down with Dr. Stuart Fischbein—better known as Dr. Stu—a board-certified obstetrician turned home birth advocate, author, educator, and co-host of the Birthing Instincts podcast. In Part 1, they unpack the deeply human and political layers of childbirth in America—from informed consent and medical gaslighting to how birthing has become a business model rather than a health model.Dr. Stu shares his unconventional journey from practicing hospital-based obstetrics to becoming a pioneering advocate for midwifery care, breech and twin home births, and individualized birth choices. Together, they challenge the fear-based narratives and rigid protocols that dominate modern maternity care, and invite listeners to ask: Who benefits? Who profits? And who suffers when we silence critical questions around birth?This episode is not just for parents—it's for anyone who believes in bodily autonomy, birth equity, and reclaiming our right to question the systems that shape our most sacred life experiences.

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[Best of 2025] Collaborate to Accelerate: How Peer Partnerships Can Boost Your Revenue

Daily Success Show with Jamila Payne

Play Episode Listen Later Dec 16, 2025 42:03

Over 300,000. That's how many business owners are in the communities that I did workshops for to in January alone. Sounds crazy, right? It's a visibility strategy that I like to call OPP, otherwise known as other people's people. Since I have yet to become Instagram famous, I had to figure out another way to grow my reach and impact more business owners. But then something clicked. I started thinking about how other people were growing their audiences—without all the hustle. And I realized they were doing something I wasn't: they were collaborating. That's when everything changed. Instead of working harder, I started using leverage. I began collaborating with amazing women who already had established audiences. And in return, they helped me grow mine. It has been a total game-changer for my business, and it will be for you too. You can grow your business, your visibility, and your revenue by tapping into other people's networks. And the best part? You don't have to deal with the overwhelm of constantly being on social media. In this episode, I'm sharing exactly how I started collaborating with others to catapult my visibility—and how you can do the same. Here's what you'll learn: ✨ How collaborating with peers can boost your visibility—and skyrocket your revenue. ✨ The exact strategy I use to leverage Other People's Audiences to get in front of ideal clients. ✨ How to start collaborating without feeling like you're pushing, selling yourself or need high profile connections... If you've ever felt like you're doing all the work and not seeing your community and clients grow at a study pace, this episode is for you. I want to show you how you can get more eyes on your business without the overwhelm. And if you're ready to take it a step further and uncover exactly where you can grow in the next 90 days, let's jump on a call. Click here to book your business audit, and we'll dive into your pricing, offers, and messaging to make sure you're not leaving money on the table.

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Risk Decision-making in 2026 with Joseph A. Milan, Ph.D.

Play Episode Listen Later Dec 16, 2025 35:24

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. In this episode, Justin interviews Joseph A. Milan, Ph.D., about the core philosophy or mindset for risk managers, the definition of acceptable risk, and how acceptable risk changes, depending on the organization's culture, strategy, or industry. Joseph shares his view on common mistakes and how biases can lead to gut decisions that are the least effective solutions. Justin and Joseph discuss Joseph's upcoming two-day virtual seminar, "Facilitating Risk-Based Decision Making", on March 4th and 5th, and how participants should prepare for it. Finally, Joseph shares closing thoughts for those in one-person risk departments. Listen for thoughts on how to keep the gut reaction out of decision-making. Key Takeaways: [:01] About RIMS and RIMScast. [:17] About this episode of RIMScast. Our guest is Joseph Milan, Ph.D. You know him from the RIMS CRMP Insights Series. [:40] As one of our virtual instructors, he's here to discuss his own risk philosophies ahead of the RIMS Virtual Workshop on March 4th and 5th. He'll be leading "Facilitating Risk-Based Decision Making". But first… [:54] RIMS-CRMP and Some Exam Prep Courses. The next virtual prep course will be held on January 14th and 15th, 2026. These are virtual courses. Links to these courses can be found through the Certification page of RIMS.org and through this episode's show notes. [1:12] RIMS Virtual Workshops are coming up. On January 21st and 22nd, Chris Hansen returns to deliver the course, "Managing Worker Compensation, Employer's Liability and Employment Practices in the US". [1:26] The full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's notes. [1:38] RIMS members always enjoy deep discounts on the virtual workshops. [1:48] The RIMS-CRO Certificate Program in Advanced Enterprise Risk Management is hosted by the famous James Lam. This is a live virtual program that helps elevate your expertise and career in ERM. [2:00] You can enroll now for the next cohort, which will be held over 12 weeks from January to March of 2026. Registration closes on January 5th. Or Spring ahead and register for the cohort that will be held from April to June, 2026. Registration closes on April 6th. [2:20] Links to registration and enrollment are in this episode's show notes. [2:25] On with the show! Today, we will discuss facilitating risk-based decision-making with our friend Joseph Milan, Ph.D. He is the Principal at J.A. Milan & Associates and is also an Adjunct Professor at the University of Colorado. [2:43] He is a RIMS CRMP Commissioner. You get a lot of his insights from the RIMS CRMP Insights Series. A link is in this episode's show notes. In this dialog, we will get a preview of his upcoming workshop, "Facilitating Risk-Based Decision Making", on March 4th and 5th. [3:02] But we're really going to get into Joe's risk philosophies, which are the sorts of things the RIMScast audience can use as they develop their careers and as they move into higher positions, ascend the corporate ladder, or become a department of one. [3:20] Interview! I've known him for years, and I'm so glad to finally be saying… [3:22] Joseph Milan, welcome to RIMScast! [3:41] Justin notes that he and Joseph have recorded so many things through the years, but not RIMScast. Joseph says it's great to be back with Justin, and on this medium, and he looks forward to sharing more information with Justin and all the RIMS members. [4:21] Joseph shares his RIMS history. It started in the olden times of 2005 when he got involved in a committee Carol Fox set up, called at the time the ERM Development Committee, now known as the RIMS Strategic and Enterprise Risk Management Council. [4:46] Then Joseph started helping with curriculum development and in-person professional development, before COVID. [4:58] After COVID, Joseph has been involved not only in delivering seminars but, as a commission member for the RIMS-CRMP, helped develop that curriculum and governance structure. Joseph has been involved with RIMS in different ways over the years. [5:12] There's a good chance that someone listening to this podcast will think, Hey, I know that guy! I recognize that voice! [5:26] Joseph is an Adjunct Professor at the University of Colorado, Denver. He's been active in the Risk Consulting Space since 2008, doing projects that range from simple commercial insurance placements to complex ERM implementations. He brings a unique perspective. [6:02] Joseph teaches at the University of Colorado Business School. He helped develop a course on Enterprise Risk Management. ERM is truly becoming a mature discipline. Joseph thinks RIMS is establishing a global presence for ERM. Justin credits Joseph, in part, for that. [7:05] When Justin saw that Joseph was going to host a two-day workshop, March 5th and 6th, "Facilitating Risk-Based Decision Making", he said, Let's get Joe on the show and end 2025 with a great interview with him. [7:38] Joseph says the course is, in many ways, the pinnacle of risk management as a discipline. If we think about the domains and components of the RIMS-CRMP, the fifth domain within the CRMP is about supporting risk-based decision-making. [8:06] This is a two-day seminar that takes a deep dive into that space. Joseph says it's the most fun, advanced, and interactive. It's the task that requires the best blend between the technical and the so-called soft skills. It's really exciting. Joseph is looking forward to it. [8:28] Joseph hopes a lot of the audience listening to this podcast will take enough of an interest to spend the 14 or 15 hours — it seems like a lot, but it goes fast! There are breaks. [8:52] When Joseph leads a course, he takes questions live. His approach is dynamic and flexible in terms of making sure that people get what they expect from the seminar. [9:05] Joseph says crunching numbers is super important. The assumption for this seminar is that these are advanced practitioners who can do number crunching or hire somebody to do it. The number crunching is important because it sets the foundation for control limits. [9:23] Number crunching sets the foundation for being able to answer questions about risk philosophy. [9:34] Core philosophy is risk philosophy. Risk philosophy comes from definitions of risk appetite and risk tolerance, and being able to operationalize those definitions in simple statements, in plain language, tied to the control limits that come from the number crunching. [10:00] With a good amount of work, within any organization, a risk professional and a team of people dedicated to risk and ERM should be able to put those definitions into action. [10:31] In the context of an advanced risk management or ERM seminar, when we talk about risk, it's always also about opportunity. [10:46] The simplest definition of acceptable risk is that which fits within the risk philosophy of the organization, within risk appetite and risk tolerance, and supports the organization in terms of its pursuit of objectives. [11:04] It's almost always about higher profitability, more money in for-profit companies. Non-profit companies describe it differently. Maybe it's focusing on providing more service, which is a proxy for getting more money. [11:19] It's about remaining a going concern and achieving goals. That's the simple definition: fitting within risk appetite and risk tolerance. [11:52] Joseph says it's constantly about finding balance. It's not just about the most influential senior leader, the risk leader, or the ERM leader. [12:05] It's also about the risk owners within the organization and how they fit into the strategic direction of the organization: growth vs. stability. Maybe it's an organization in distress and is focusing on retrenchment and building up a balance sheet to be able to redirect itself. [12:27] It's in that space that a lot of times, there is an unintentional lack of organizational risk competency. That can contribute to not just conflict, but also misunderstandings about what's acceptable, in terms of taking on risk in pursuit of objectives. [12:49] Communication is something we focus on in the seminar "Facilitating Risk-Based Decision Making" quite a bit. [12:58] It is in the soft space of actively listening and identifying triggers in terms of perception of risk that have a huge impact on the decisions that an organization takes in risk and opportunity. It is challenging and time-consuming, but done correctly, it's super worthwhile! [13:27] Quick Break! RISKWORLD 2026 will be held from May 3rd through the 6th in Philadelphia, Pennsylvania. RISKWORLD attracts more than 10,000 risk professionals from across the globe. It's time to Connect, Cultivate, and Collaborate with them. Booth sales are open now! [13:49] General registration and speaker registration are also open right now! Marketplace and Hospitality badges will be available starting on March 3rd. Links are in this episode's show notes. [14:04] Let's Return to Our Interview with Joseph Milan! [14:14] Joseph Milan will be hosting a workshop, "Facilitating Risk-Based Decision Making", on March 4th and 5th. Registration closes March 3rd. Justin says there is nobody better than Joseph to host this RIMS workshop. Joseph has a wide range of experience. [15:14] A risk practitioner may focus more on the traditional space, insurance. Joseph says ERM will not supersede traditional risk management. [16:06] A common mistake is that risk practitioners tend to get distracted by what they think are big numbers, but which pale in comparison to the big picture on the balance sheet. [16:36] A good solution to that mistake is to find influential people in the organization who are plugged into financial planning, analysis, and budgeting, with a long connection to the organization, to help put things in perspective and answer questions about acceptable risk. [17:09] Does it fit within the organization's risk appetite and tolerance? Answering those questions quantitatively can be fairly easy in terms of doing analysis and providing conclusions about expected total losses, frequency, and severity. [17:33] The more important question is, is that acceptable, and does it fit within what executive leadership expects in terms of the stability of the financial performance of the company? [17:44] The mistake is in overemphasizing or overestimating the importance of certain quantitative components of a risk program that oftentimes might not be that important. Conversely, there might be something much less visible that needs more attention. [18:12] You have to know your audience, and you need to know what their emotions are, what motivates them, and what might trigger them. It's a bad idea to follow your gut, but it happens all the time. One of the main reasons it happens is because of emotion. [18:44] If you see weird, irrational things happening, often, it ties back to a personal experience that the President, CEO, or CFO had many years ago. You might have an operator who went through Hurricane Katrina and is super sensitive to that type of hazard risk. [19:11] Justin shares the impact Hurricane Sandy had on his home and on his parents' home, which was destroyed. The flooding gutted the area. Looking back, Justin will always have NatCat insurance. Justin is still traumatized by it. [19:53] Joseph emphasizes communication and knowing your audience. An organization may want to do ERM or take its insurance program to the next level. Some spaces trigger reactions and emotions. [20:31] It takes time to figure out an unwritten organizational culture. [21:18] Strategy impacts the perception of risk, what's acceptable in terms of risk, and what the upper and lower control limits are. Where does strategy come from? Joseph says strategy comes from vision, mission, and execution. [21:42] Strategy comes from various places. It could be external market forces. It could be the result of a merger or an acquisition, or a series of mergers and acquisitions. The executive leadership team may have to look around and ask themselves, Who are we? What are we doing? [22:08] The first company that hired Justin, in 20 years, has been acquired twice, and people who had been lifers are being shown the door. [22:46] Joseph says, In M&A, there is a huge impact on morale. Without a clear communication plan, backed up by action, things can get inefficient and expensive very quickly. [23:17] A Final Break! The Spencer Educational Foundation's goal to help build a talent pipeline of risk management and insurance professionals is achieved, in part, by its collaboration with risk management and insurance educators across the U.S. and Canada. [23:36] Spencer awards undergraduate, graduate, Ph.D., and Pre-Instructor of Practice Scholarships to students enrolled at an accredited college or university in the U.S. and Canada, and physically studying in either location. No remote coursework eligibility from other locations. [23:53] Including part-time, graduate scholarships to risk management and insurance professionals continuing their education. [23:58] Since 1980, Spencer has invested more than $11.1 million in the scholarship program with awards to over 1,700 students. More than 85% of Spencer's scholarship recipients remain in the industry to this day. [24:15] They've got undergraduate scholarships, full-time Master's scholarships, part-time Master's scholarships, pre-dissertation Ph.D. candidates, doctoral candidates, and pre-instructor of practice scholarships all open now. The application deadline is January 31st, 2026. [24:36] Visit SpencerEd.org/scholarships. You'll find the different application buttons. See the link in this episode's show notes for more information, giving you some extra homework to do over the holiday break, if you are taking a holiday break!. [24:53] Let's Return to the Conclusion of My Interview with Joseph Milan! [25:01] Justin had Jim Swanke as a guest on International Podcast Day, from the University of Wisconsin, Madison's Wisconsin School of Business. He mentioned he has a real passion for being an educator for risk management students. [25:25] Jim Swanke encourages students to lean into technology and AI as a proofreader and a time-saving tool, to help go through contracts, claims, and things like that. That was on the captive insurance side. [25:50] Justin asks Joseph for his take on AI. Joseph encourages students to go all in on it. It's the future. It is not going away. [26:04] Joseph's clients are asking him about AI because they're looking for opportunities to increase efficiency. Is there a way we can reduce the time it takes to do "fill in the blank"? [26:17] When you look at the top risk management information systems, the first and second place, Origami and Riskonnect, are spending a lot of time and money looking for any opportunity to leverage AI to make the broader risk management process more efficient. [26:42] Joseph gives the example of analytics. It takes a couple of seconds to do a multiple linear regression analysis. The hard part is collecting the data to support the analysis. If you can leverage AI to collect, clean, and organize data, that is something you should do, with caution. [27:09] We know that large language models tend to occasionally hallucinate. To have a non-sentient black box to have a hallucination as it's cleaning your data for analysis is a little bit of a scary thing. Fortunately, we humans are still around to check these machines. [27:33] Joseph says the shortest answer is that AI is not going away. It needs to be embraced carefully. The process fundamentals that we have been thinking about, doing, and teaching about for years are the same. They will not change. [28:03] Joseph will be leading the "Facilitating Risk-Based Decision Making" virtual workshop for RIMS on March 4th and 5th. It's a two-day course with six or more hours each day. [28:32] Joseph says it's a seminar that focuses on the advanced implementation of risk solutions. We will not be doing calculations, analytics, or analysis. [28:50] We're assuming that everyone is showing up with a deep and broad understanding of not only definitions of potential risk and opportunity, but also a solid foundation in the analytical space. [29:02] This is more about thinking about how bias influences individual, group, and social perceptions and recommendations, in terms of risk. [29:17] Participants should bring an open mind and an understanding of the importance of soft skills in the space of supporting risk-based decisions. [29:31] Some of the listeners may already have read this book, but Joseph recommends it again, Thinking, Fast and Slow, by Daniel Kahneman. It is the foundation for the seminar. [29:43] Joseph says, the book takes a deep dive into the "caveman" forces that influence intuitive, gut-reaction decisions, and how gut reactions can be a very unhelpful approach for the systematic, slower decisions that need to be made regarding complex risk. [30:09] Joseph recommends reading the book. He says it will provide you with a much better foundation for the seminar, and it's a book you will keep going back to throughout your career. [30:23] Justin says, It's been such a pleasure to see you again. I've got links to the RIMS-CRMP Insights Series that you did for us. There is plenty of Joseph Milan content here on RIMS.org. [30:50] Joseph's last words for listeners: The first message is to be committed to the hard work that goes into cleaning, organizing, and setting the stage. It's part of being a good risk manager. [31:52] Beyond that, a lot of what we talk about in the ERM space has to do with leveraging existing resources and breaking down silos. Find influential, knowledgeable people in your organization who can help with different cultural components and a lot of the tactical things. [32:14] They might be able to help you find shortcuts as you take on different implementations and initiatives within the risk space within your company. [32:30] Justin says, I look forward to seeing you again, in 2026, virtually, and/or in person. Thank you so much for all your time and for being so generous with your knowledge. [32:46] Special thanks again to Joseph Milan for joining us here on RIMScast. His virtual workshop is "Facilitating Risk-Based Decision Making". Enrollment closes on March 3rd for the two-day course, which will be held on March 4th and 5th. A link is in this episode's show notes. [33:07] Joseph will also lead the Pre-RISKWORLD two-day workshop, "Captives as an Alternate Risk Financing Technique," on-site in Philadelphia on May 2nd and 3rd, 2026. We will provide a registration link when it's available. Mark your calendar and learn from one of the best! [33:28] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [33:56] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [34:13] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [34:30] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [34:46] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [35:00] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [35:11] Practice good risk management, stay safe, and thank you again for your continuous support! Links: "Facilitating Risk-Based Decision Making" | Virtual Workshop | March 4‒5, 2026 RIMS-CRO Certificate Program in Advanced Enterprise Risk Management | Jan‒March 2026 Cohort | Led by James Lam RIMS-Certified Risk Management Professional (RIMS-CRMP) | Insights Series Featuring Joe Milan! RISKWORLD 2026 Registration — Open for exhibitors, members, and non-members! Reserve your booth at RISKWORLD 2026! The Strategic and Enterprise Risk Center RIMS Diversity Equity Inclusion Council RIMS Risk Management magazine | Contribute RIMS Now Spencer Educational Foundation Scholarships | Submission Deadline Jan. 31, 2026 RISK PAC | RIMS Advocacy | RIMS Legislative Summit SAVE THE DATE — March 18‒19, 2026 Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP Exam PrepJanuary 14‒15, 2026, 9:00 am‒4:00 pm EST, Virtual Full RIMS-CRMP Prep Course Schedule See the full calendar of RIMS Virtual Workshops "Managing Worker Compensation, Employer's Liability and Employment Practices in the US" | Jan. 21‒22, 2026 Upcoming RIMS Webinars: RIMS.org/Webinars Related RIMScast Episodes: "James Lam on ERM, Strategy, and the Modern CRO" "The Evolving Role of the Risk Analyst" "Presilience and Cognitive Biases with Dr. Gav Schneider and Shreen Williams" "Risk Rotation with Lori Flaherty and Bill Coller of Paychex" "Risk Quantification Through Value-Based Frameworks" Sponsored RIMScast Episodes: "Secondary Perils, Major Risks: The New Face of Weather-Related Challenges" | Sponsored by AXA XL (New!) "The ART of Risk: Rethinking Risk Through Insight, Design, and Innovation" | Sponsored by Alliant "Mastering ERM: Leveraging Internal and External Risk Factors" | Sponsored by Diligent "Cyberrisk: Preparing Beyond 2025" | Sponsored by Alliant "The New Reality of Risk Engineering: From Code Compliance to Resilience" | Sponsored by AXA XL "Change Management: AI's Role in Loss Control and Property Insurance" | Sponsored by Global Risk Consultants, a TÜV SÜD Company "Demystifying Multinational Fronting Insurance Programs" | Sponsored by Zurich "Understanding Third-Party Litigation Funding" | Sponsored by Zurich "What Risk Managers Can Learn From School Shootings" | Sponsored by Merrill Herzog "Simplifying the Challenges of OSHA Recordkeeping" | Sponsored by Medcor "How Insurance Builds Resilience Against An Active Assailant Attack" | Sponsored by Merrill Herzog "Third-Party and Cyber Risk Management Tips" | Sponsored by Alliant RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Kristen Peed! RIMS Events, Education, and Services: RIMS Risk Maturity Model® RIMS Risk Maturity Model® Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information. Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts. Have a question or suggestion? Email: Content@rims.org. Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn. About our guest: Joseph A. Milan, Ph.D. Production and engineering provided by Podfly.

Financial Advisors: Build a Great Strategic Plan for 2026 Part 1

strategy invite financial advisors collaborate latte strategic plans powerful tools

Play Episode Listen Later Dec 12, 2025 20:28

Ever think about how far your business could go if you had a clear plan instead of just hoping things work out? In this episode, I share the process I use with advisors to create a clear and measurable plan for 2026, one that not only defines your targets but helps you grow into the person capable of achieving them. I break down the mindset, environment, and planning windows that make a real strategy work, and why keeping your goals focused is essential.

China and Russia Collaborate on Undersea Cable Sabotage? (With Andrew Yeh)

GTI Insights

Play Episode Listen Later Dec 11, 2025 20:54

In Season 6, Episode 5 of Global Taiwan Insights, Ben Sando interviews Andrew Yeh, Executive Director of the China Strategic Risks Institute, on suspected Chinese and Russian collaboration on undersea cable sabotage. In recent years, critical undersea cables have been severed in global hotspots such as the Baltic Sea and the Taiwan Strait. Yeh takes us through cases of potential Beijing-Moscow collaboration and explains why international law isn't ready to ward off these attacks.

china russia chinese executive director russian sabotage cable collaborate baltic sea undersea taiwan strait yeh

EP 11:14 When Vendor Advice Goes Wrong: Why Your Marketing Team Needs Car Sales Experience

The Gate 15 Podcast Channel

Play Episode Listen Later Dec 9, 2025 60:00

In this episode of the Millionaire Car Salesman Podcast, Sean V. Bradley sits down with longtime industry strategist Troy Spring to discuss the evolving state of automotive advertising. With nearly four decades in the business, Troy brings a perspective shaped by experience, data, and a deep understanding of what truly moves the needle for dealerships! "I've never seen anything work better than direct mail ever." - Troy Spring From traditional marketing channels to modern digital ecosystems, the conversation explores how dealers think about their market, their budget, and the strategies that shape their advertising decisions. Sean and Troy examine the realities dealerships face today, from vendor relationships to the role of in-house marketing leadership, and why understanding your market is more important now than ever! "It's a chess match. It's not just advertising. It's about looking at everything holistically." - Troy Spring This episode challenges assumptions, reframes how dealers view their advertising spend, and offers a candid look at the mindset needed to succeed in a competitive landscape. If you're a Dealer, General Manager, marketing manager, or anyone responsible for driving traffic and generating opportunities… this is a conversation you'll want to hear firsthand! Tune in to learn how top operators are rethinking their advertising journey, and why the next evolution of automotive marketing starts with clarity, strategy, and control! Key Takeaways: ✅ Direct mail remains one of the most effective traditional advertising methods for car dealerships, often outperforming digital strategies. ✅ To optimize marketing spend, dealers need to focus on their immediate market area before expanding efforts to broader markets. ✅ Understanding and calculating the true cost-per-sale involves more than just the simple division of ad spend by cars sold. ✅ Dealerships should ensure their marketing managers have both automotive sales experience and technical knowledge in digital marketing certifications. ✅ Successful dealer strategies often include a mix of both traditional and digital marketing methods, customized to their specific market needs. About Troy Spring Troy Spring, Co-founder of Dealer World, is an automotive industry veteran with nearly 40 years of experience! He sold his first car at the age of 18 and rose quickly within the ranks to manage dealerships, including leading a four-store group as a platform manager. In 2009, Troy founded Dealer World, a boutique advertising agency specializing in driving traffic and sales strategy for car dealerships. He later co-founded Dealer Funnel, focusing on nurturing leads for better conversion rates. Known for his innovative approach and in-depth understanding of both traditional and digital automotive marketing, Troy is highly respected in the industry! Disrupting Auto Dealership Strategies: Insights from Industry Experts Key Takeaways Dealers must focus on securing their local market before venturing into new territories to maximize profitability. A holistically-managed marketing plan, customizable per dealership's needs, outperforms cookie-cutter OEM vendor solutions. Successful dealership marketing relies on understanding both traditional and digital advertising fundamentals. The Importance of Protecting Your Primary Market Area (PMA) In the fast-paced world of automotive dealerships, focusing on expansion without reinforcing the existing customer base can be a recipe for inefficiency. Sean V. Bradley, president of Dealer Synergy, suggests a foundational strategy: focus on protecting your primary market area first. Bradley asserts that many dealers overlook the rich opportunities available locally. "It's interesting," Bradley remarks, "we'll sit with a dealer, and they'll say, 'I got to go after XYZ down the street,' when they should be protecting their backyard first." This discussion highlights that the inclination to conquest rather than consolidate can lead to a dilute marketing focus. The result? Dealers potentially miss out on higher return-on-investment (ROI) opportunities domestically. Bradley's recommendation to analyze the pump-in, pump-out report is a strategic reminder to first solidify one's standing locally. This approach not only optimizes ROI but also reduces advertising costs associated with pursuing less familiar, distant markets. Taking Bradley's advice to heart, a dealership can enjoy the double benefit of deepening customer loyalty while also enhancing word-of-mouth marketing locally. Through focusing efforts on holding on to current clientele before aggressively targeting competitors', dealerships can achieve a more sustainable, profitable growth model. Crafting a Custom Marketing Strategy: Beyond OEM and Vendor Scripts Both Bradley and Troy Spring, founder of Dealer World, make compelling cases against the dependency on prescribed OEM and vendor-driven tactics. Amid the rising challenges facing automotive dealerships, they argue for a bespoke marketing strategy that's adaptable to each dealership's unique environment. Spring states, "You have to be with someone who can think holistically because if you're on with linear OEM vendors, you're just gonna get told why you should continue to do more and more of what it is that they sell." Such insights underscore the limitations of formulaic marketing solutions. While OEMs often push for uniformity—to simplify their nationwide branding and operations—dealerships must vigilantly evaluate these suggestions. Bradley underscores a critical point, proposing that dealers risk spending thousands unnecessarily on ineffective lead generation strategies because they blindly follow OEM guidance. The conversation dives into the economics of advertising. Bradley shared, "I've got a dealer group spending $70,000 on a splash page generating just a few hundred leads each month." This statistic serves as a caution against the pitfalls of not closely scrutinizing advertising expenditures versus results. It's essential for dealerships to cultivate an advertising strategy where each segment, from pay-per-click (PPC) to SEO and database marketing, functions as an integrated system rather than disparate efforts. This avoids the trap of bloated expenses disguised within bundled packages, which can negate perceived savings with reduced effectiveness. Bridging Traditional and Digital Advertising for Maximum Impact The discussion also delves into appreciating the coexistence of traditional and digital advertising within dealership marketing, which offers a nuanced approach to driving traffic. One standout revelation from Troy Spring? The effectiveness of direct mail. Although often regarded as an antiquated medium, Spring asserts, "Nothing has ever worked better than direct mail." It's a thought-provoking declaration in an era rich with digital solutions. Contrary to perceived obsolescence, traditional methods such as direct mail remain relevant, especially when optimized with the latest data analytics techniques. Properly targeted, a traditional medium can reach high potential customers directly and personally. Given the inundation of digital ads, a physical piece of mail stands out, often carrying more weight. Spring further suggests that while digital tools, like social media and search engine marketing (SEM), play critical roles in modern strategies, their effectiveness hinges heavily on their synergy with traditional advertising channels. These multifaceted campaigns leverage the strengths of both domains—ability to track and personalize digital ads with the tangible and trust-building potential of offline methods. Emphasizing on integrative approaches that couple interactive digital platforms with traditional media allows dealerships to engage in comprehensive advertising strategies personalized to consumer behavior trends. Through harmonizing these forces, a dealership's presence is effectively cemented in the market, leveraging the best aspects of each medium. A Synthesis of Strategy and Practice The insights shared by Sean V. Bradley and Troy Spring showcase a wealth of expertise in crafting dealership marketing strategies that balance innovative thinking with foundational business tenets. As dealerships navigate the complexities of an ever-evolving industry landscape, these professionals emphasize the necessity for both strategic foresight and a command over advertising mechanics. Essentially, the most adept dealerships will be those that recognize the imperative to protect their primary markets while scaling responsibly. They explore bespoke advertising solutions beyond OEM packages, integrating digital dexterity with traditional marketing. Each dollar spent should be scrutinized for its ROI, as the measure of an effective advertisement goes beyond impressions or clicks to the tangible growth it champions for the dealership. In an industry as competitive as automotive sales, this layered, integrated approach becomes the solutions beacon through transformative, modern advertising challenges. Resources + Our Proud Sponsors: ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry with over 29,000 members worldwide. Collaborate with automotive professionals, learn the best industry practices, and connect with top mentors, managers, and sales leaders. Join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: The automotive industry's #1 Sales Training, Consulting, and Accountability Firm. With over 20 years of proven success, Dealer Synergy has helped dealerships nationwide build high-performing Internet Departments and BDCs from the ground up. Our expertise includes phone scripts, rebuttals, CRM action plans, lead handling strategies, and management processes; all designed to maximize your people, processes, and technology! ➼ Bradley On Demand: The automotive industry's most powerful Interactive Training, Tracking, Testing, and Certification Platform. With LIVE virtual classes and access to a library of over 9,000 on-demand training modules, Bradley On Demand gives your dealership the tools to dominate every department: Sales, Internet, BDC, CRM, Phone, and Leadership. From sharpening individual skills to elevating entire teams, this platform ensures your people are trained, tested, and certified for maximum success. Equip your dealership to sell more cars, more often, and more profitably with Bradley On Demand!

Weekly Security Sprint EP 138. Reports galore and shoring up for the holidays.

Play Episode Listen Later Dec 9, 2025 17:28

In this week's Security Sprint, Dave and Andy covered the following topics:Warm Open:• TribalHub Magazine, Winter 2025: A Publication For Technology Minded Professionals In Tribal Government Tribal Health, Tribal-Gaming And Non-Gaming Tribal Enterprises. Includes Tribal-ISAC happenings!• React2Shell: Risky Bulletin: APTs go after the React2Shell vulnerability within hours & Critical Security Vulnerability in React Server Components • We discussed our daily SUN and Weekly Ransomware & Data Breach Digest available via Gate 15's GRIP: Join the GRIP! Gate 15's Resilience and Intelligence Portal (GRIP) utilizes the robust capabilities available in Cyware's Collaborate platform to provide the community with technology-enhanced, human-driven analysis products. Further, our team supports the implementation and use of Cyware Collaborate at the Enterprise level. Main Topics:FinCEN Issues Financial Trend Analysis on Ransomware. The U.S. Department of the Treasury's Financial Crimes Enforcement Network (FinCEN) is issuing a Financial Trend Analysis on ransomware incidents in Bank Secrecy Act (BSA) data between 2022 and 2024, which totaled more than $2.1 billion in ransomware payments… Previous FinCEN Financial Trend Analyses have focused on reported ransomware payments and incidents by the date the activity was filed with FinCEN. Today's report shifts the focus to the incident date of each ransomware attack and offers greater visibility into the activities conducted by ransomware actors.• Reported Ransomware Incidents and Payments Reach All-Time High in 2023• FinCEN Data Shows Ransomware Payments Top $2.1B in Just Three Years• Financial Services, Manufacturing, and Healthcare were the Most Impacted Industries• The Onion Router (TOR) was the Most Common Communication Method Reported• ALPHV/BlackCat was the Most Prevalent Ransomware Variant Between 2022 and 2024• FinCEN analysis shows scope of ransomware problemFive-page draft Trump administration cyber strategy targeted for January release; The six-pillar document covers a lot of ground in a short space, and could be followed by an executive order implementing it, according to sources familiar with the draft. America 250: Presidential Message on the Anniversary of the Monroe Doctrine• Here's what the new National Security Strategy says about threats to critical infrastructure• New US National Security Strategy reveals Trump administration's latest stance on TaiwanFBI PSA: Criminals Using Altered Proof-of-Life Media to Extort Victims in Virtual Kidnapping for Ransom Scams. The Federal Bureau of Investigation (FBI) warns the public about criminals altering photos found on social media or other publicly available sites to use as fake proof of life photos in virtual kidnapping for ransom scams. The criminal actors pose as kidnappers and provide seemingly real photos or videos of victims along with demands for ransom payments… Criminal actors typically will contact their victims through text message claiming they have kidnapped their loved one and demand a ransom be paid for their release. Oftentimes, the criminal actor will express significant claims of violence towards the loved one if the ransom is not paid immediately. The criminal actor will then send what appears to be a genuine photo or video of the victim's loved one, which upon close inspection often reveals inaccuracies when compared to confirmed photos of the loved one. Examples of these inaccuracies include missing tattoos or scars and inaccurate body proportions. Criminal actors will sometimes purposefully send these photos using timed message features to limit the amount of time victims have to analyze the images.Quick Hits:• US leader of global neo-Nazi terrorist group signals retribution for arrests• ASD: Information stealers are on the rise, are you at risk? • UK NCSC: Prompt injection is not SQL injection (it may be worse)

The Evolving Role of the Risk Analyst

Play Episode Listen Later Dec 9, 2025 30:28

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. In this episode, Justin interviews Andréia Stephenson, BSc SIRM, Enterprise Risk Analyst at London Metal Exchange, about her shift from a Bachelor of Science in biology to a risk analyst and risk professional. Andréia speaks of her passion for data and the importance of communicating at all levels of your organization. She regards working for different organizations with good leaders as a way to learn risk frameworks and gain foundational knowledge. She shares views on how risk analysts can influence risk culture. She also tells how she uses AI as an assistant. Listen for thoughts on building a risk-aware culture by asking leaders the right questions. Key Takeaways: [:01] About RIMS and RIMScast. [:17] About this episode of RIMScast. Our guest today is Andréia Stephenson, BSc SIRM, Enterprise Risk Analyst at London Metal Exchange. She will discuss her career and the evolving role of the Risk Analyst. But first… [:43] RIMS-CRMP and Some Exam Prep Courses. From December 15 through the 18th, CBCP and RIMS will present the RIMS-CRMP Exam Prep Boot Camp. [:53] Another virtual course will be held on January 14th and 15th, 2026. These are virtual courses. Links to these courses can be found through the Certification page of RIMS.org and through this episode's show notes. [1:07] During the interview with Andréia, you will hear her reference the RIMS CRO Certificate Program in Advanced Enterprise Risk Management, which is hosted by the famous James Lam. Andréia is an alum of the program. [1:23] You can enroll now for the next cohort, which will be held over 12 weeks, from January through March of 2026. Registration closes on January 5th. Or Spring ahead and register for the cohort held from April through June of 2026. Registration closes on April 6th. [1:39] Links to registration and enrollment are in this episode's show notes. [1:46] Justin shares that RIMS suffered a tremendous loss in December. Chief Membership Experience Officer, Leslie Whittet, with RIMS for almost three years, tragically passed away due to injuries she sustained in an accident. She was walking her dog when she was struck by a truck. [2:18] Some of the RIMS staff, including CEO Gary LaBranche, knew Leslie from years prior. We are all shocked and saddened. Leslie was a remarkable association leader with 30 years of experience. [2:33] Gary LaBranche had the privilege of working alongside Leslie Whittet at the Association for Corporate Growth for nine years. For the last three years, Justin has had the pleasure of working with her at various RIMS events and seeing her weekly on our remote calls. [2:50] Leslie was always a source of positivity, inspiration, and creativity. She was just a wonderful person who will be deeply missed. Her memory is certainly a blessing. [3:03] RIMS will celebrate her memory at the Chapter Leadership Forum in Orlando in January. If you have any questions, please contact Josh Salter, jsalter@RIMS.org. Tributes are pouring in on LinkedIn and various networking groups. [3:22] If you have memories and photos you'd like to share, we encourage you to do so to honor her memory. [3:29] It wasn't easy to speak these words or read them, so I want to take a brief moment of silence to honor Leslie before we go any further. [3:44] On with the show! Our guest today is Andréia Stephenson. She comes to us all the way from London, where she's an Enterprise Risk Analyst for the London Metal Exchange. [3:57] You may know her a little bit from some promotional videos we've done on social media, promoting the James Lam CRO Certificate Course. In getting to know her, I was struck by how enthusiastic she was about her role as a Risk Analyst for years. [4:14] Many risk professionals begin as risk analysts; others, like Andréia, can make a thriving career of it. She's here to share some tips on how to do that, where ERM fits into the mix, and where she believes the role of the risk analyst will be going in the near future. Let's get started… [4:36] Interview! Andréia Stephenson, welcome to RIMScast! [4:47] Andréia may sound familiar to you because she did a testimonial on LinkedIn for RIMS for the James Lam CRO Certificate course. Justin says she was great to work with. That's how she and Justin met, and that's why she's here. [5:19] Justin notes that his voice is lower from "shouting" during the ERM Conference. Andréia looks forward to the RIMS ERM Conference 2026. [6:09] Andréia shares an overview of her career. She started at O.R.X., an operational risk data exchange association, where she learned all the principles of risk management. It gave her a strong background in operational risk. [6:36] From there, she went to London to go into a second-line risk management function as an analyst at a wealth management investment firm, then she went to a small investment bank, then to another wealth management firm, and now, to the London Metal Exchange. [7:00] They were all analyst roles, primarily operational risk, but also enterprise risk management. Risk has been part of her life for the last 10 years. The foundation was set by O.R.X. She holds the company close to her heart. [7:28] Andréia loves data. It's incredibly important for driving analysis. She says any analyst who doesn't love data is not an analyst! Data structure and data quality are very important for risk analysis, or any analysis. You need to love data to be able to do good risk management. [8:13] Andréia says that working in different organizations is important for risk management. It helps you connect the dots between the components of a risk management framework. [8:28] When Andréia started at O.R.X., she understood all the components, but she didn't join the dots until she went into the industry, hands-on, in the deep end, trying to figure out an RCSA, a KRI, or a KPI. Then, all the components of risk management started to make a bit more sense. [8:53] Andréia has always been fortunate to have worked with several exceptional leaders, each of whom had a kind of superpower in risk management that influenced her approach and understanding of risk. [9:07] Andréia's first manager at O.R.X. was tough and meticulous. She had a deep understanding of corporate governance and the boundaries between the risk types: strategic, financial, and non-financial. [9:22] At the time, Andréia didn't really appreciate how valuable the discipline was. She didn't understand yet. In hindsight, it gave her a strong foundation. Another CRO she worked with taught her the importance of communication in risk. [9:46] Aside from his technical ability, he understood stakeholder management at every level of the organization and how to translate the risk concepts for different audiences and build alignment. [10:00] Then she had a head of risk who was incredible with data, with an exceptional ability to quantify risk using analytics and evidence. Having a science degree, numbers were not Andréia's strongest area, but working with someone who pushed her helped her to become stronger. [10:25] Andréia thinks that working in risk in different organizations can help you build those thoughts. [10:32] Andréia has a Bachelor of Science degree in biology from the University of Bath in England. She's happy she decided not to pursue biology and took the risk road, instead. [10:55] Justin tells of recently having Kellee Ann Richards-St. Clair on the show. She's on the RIMS Strategic and Enterprise Risk Management Council. Kellee Ann started in Chemistry.l She moved into Energy and Power and became the de facto ERM Manager for her organization. [11:15] Kellee Ann and Andréia channelled other areas of knowledge to apply them to risk. For Andréia, the statistical side of biology has been helpful in risk management. James Lam states in his CRO Certificate program that risk is probability and statistics. Risk management isn't easy. [12:19] Andréia believes that legacy tools and practices fall short when they are disconnected from the organization's purpose, vision, mission, and strategic objectives. GRC systems have different modules: an RCSA module, a budding issue module, and an incident module. [12:49] Andréia hasn't seen a system that can connect the dots well. Risk practitioners don't always know how to connect the dots, either. An RCSA becomes isolated from the risk itself because people don't understand the context of those risks. [13:17] Working with business senior leaders to understand the context of your organization will help you to provide more valuable use of those tools and practices. [13:32] Andréia explains RCSA. It stands for Risk and Control Self-Assessment. It's a thought process. You sit down to understand what's most important to you, how much you care about it, and what you have in place to protect what's most important to you. [13:55] Andréia says the way we try to document that thought process is quite heavy. The industry requires that process to be complicated. Andréia recommends simplifying it. [14:20] To simplify it, have a process that's more sensible. The industry requires you to do assessments for inherent risk and residual risk. First, determine if a risk is important to you. If it's not important, why are you assessing it? [15:09] Andréia thinks the industry makes it difficult by requiring organizations to assess risks in a certain way, when it doesn't actually make sense. Managers have to have the courage to say it doesn't make sense for the organization, let's try a simpler approach. [15:34] Andréia uses screens, but sometimes pen and paper will do. Having that brainstorming session with the business really helps in trying to understand the purpose of what you do for your organization and where you fit in the strategic purpose of the firm. [15:51] What is most important to you, as opposed to thinking of everything that could go wrong? Risk is not only about negative outcomes but also about opportunities. [16:09] Quick Break! RISKWORLD 2026 will be held from May 3rd through the 6th in Philadelphia, Pennsylvania. RISKWORLD attracts more than 10,000 risk professionals from across the globe. It's time to Connect, Cultivate, and Collaborate with them. Booth sales are open now! [16:31] General registration and speaker registration are also open right now! Marketplace and Hospitality badges will be available starting on March 3rd. Links are in this episode's show notes. [16:44] Let's conclude our Interview with Andréia Stephenson! [17:14] Beyond documenting risk, Andréia thinks a risk analyst can shape an organization's risk-aware culture by asking questions. The quality of the questions they ask helps drive culture. [17:31] When an analyst consistently probes assumptions, highlights all the inconsistencies they find, or asks what this means in practice, that behavior encourages others to think more critically about risk and about what they are doing. [17:50] Good questions change behaviors. They prompt people to pause and reflect rather than to operate in autopilot, which we all sometimes do. [18:04] Andréia says analysts can contribute by making risk information simpler, clearer, and more accessible, looking for ways to simplify their reports and focusing on the most important things, day-to-day, for their objectives, and having a less bureaucratic process. [18:41] Andréia suggests having the courage to speak up when processes don't make sense in the second line of defense to help as much as possible the first line. [18:51] Risk analysts can influence and change behavior by building truthful and meaningful relationships with people, caring about the business, listening to the business units, taking their feedback to heart, and helping them to change the difficulties they encounter in risk. [19:19] Andréia works in the second line of defense. She works with a lot of first-line business units. For them, it's a burden when the risk team, the CRO, or the processes change. The risk analyst needs to help them minimize that burden. It's important to be conscious of that. [19:57] Andréia says when she goes into a new organization, the first thing she does is to understand the current state. What risk practices do they have? How do they operate? After a month, she has figured out how the organization is and how they make decisions. [20:17] When she has a suggestion, Andréia puts herself on the line for it. More often than not, it has worked out positively because she had good managers who could listen to her ideas for improvement. [20:41] If something doesn't make sense, you have to be true to yourself and say this process is lengthy, or this document is enormous; let's try to simplify it. Never be afraid of providing views for improvements, so long as you have one and have thought about it. [21:16] Andréia believes in passion for what you do. You need to be passionate, and if you're not, find your passion. For Andréia, it has always been to be a professional analyst and risk professional. That passion, in turn, drives your curiosity. [21:40] Look for ways to improve and learn. Working hard is really important, even with AI. Working hard drives good results. Data literacy is very important. Understand the basic principles of data and the basic tools that allow you to do data analysis. [22:04] Think, pause, and reflect. What does that data mean? What do those patterns mean? [22:10] Andréia stresses communication. She says she's still working on her communication skills. She is very direct at work. Sometimes that directness can seem abrupt. If something doesn't make any sense, she will put her hand up and say, This doesn't make any sense! [22:41] Having the soft skill to be able to communicate at all levels of the organization is important. That will set an analyst apart. [23:33] Andréia says AI is everywhere. She uses AI all the time for work and for her personal life. In her experience, AI is most powerful as a sounding board, a thought partner, and a colleague. It helps you explore ideas, structure problems, and challenge assumptions. [24:07] The analyst is the one who provides context and judgment. AI can help you generate lots of possibilities, but it can't decide what makes sense for your organization or for you. A critical mindset is very important. [24:25] Analysts need to treat AI as an extension of their thinking process, not as a replacement for it. You are the Quality Control. You are always the one accountable for the output. AI doesn't understand your business, your culture, or your strategic priorities, but you do. [24:48] There's always the risk that if you rely on AI without applying your own insight, the output will sound sort of right but not add any value. It may be technically correct, but contextually useless. [25:12] If analysts don't know how to extract, refine, and apply what the tool gives them, it won't move the needle in a meaningful way. [25:21] Analysts should work in different places, understand what a good framework is, get certifications, work with risk professionals, work to think about problems you haven't come across before, use critical thinking, and use AI to help perform the mechanical parts of your job. [25:51] Always rely on your judgment, your relationships, and your understanding of the business you are in. [26:04] Justin shares that philosophy. He uses AI as a sounding board, to help him if he's stuck on an idea, to help him expand it. If he likes it, he'll go with it. He takes the output as a template and refines it. [26:31] Andréia says it's almost like having an assistant. If it gives you something different than what you asked for, you can restate your question. [26:41] Justin's daughter is getting into advanced math in middle school. He doesn't remember a lot of it. He's asked ChatGPT to help him come up with math questions for his daughter. It has been invaluable for that. [27:20] Andréia uses it for formulas in Excel. She says, You still have to know what you want. You can prompt it to help you remember how to do something. Justin says you need the foundational knowledge. [27:45] Andréia says foundational knowledge is what will set people apart in their profession, whatever profession it is. She would much rather know what she knows than have AI do something and not feel comfortable with it. The foundation is really important. [28:08] Special thanks again to Andréia Stephenson for joining us here on RIMScast! Keep an eye out for her on LinkedIn in those super cool CRO Certificate Program promotional videos. [28:21] Remember, we have two more cohorts coming up, one in January and one in April. Links are in this episode's show notes. [28:29] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [28:57] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [29:15] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [29:33] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [29:49] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [30:03] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [30:15] Practice good risk management, stay safe, and thank you again for your continuous support! Links: RIMS-CRO Certificate Program In Advanced Enterprise Risk Management | Jan‒March 2026 Cohort | Led by James Lam RIMS-Certified Risk Management Professional (RIMS-CRMP) RISKWORLD 2026 Registration — Open for exhibitors, members, and non-members! Reserve your booth at RISKWORLD 2026! The Strategic and Enterprise Risk Center RIMS Diversity Equity Inclusion Council RIMS Risk Management magazine | Contribute RIMS ERM Special Edition 2025 RIMS Now RISK PAC | RIMS Advocacy | RIMS Legislative Summit SAVE THE DATE — March 18‒19, 2026 Statement on the passing of RIMS Chief Membership Experience Officer Leslie Whittet Upcoming RIMS-CRMP Prep Virtual Workshops: "CBCP & RIMS-CRMP Exam Prep Bootcamp: Business Continuity & Risk Management" December 15‒18, 2025, 8:30 am‒5:00 pm EST, Virtual RIMS-CRMP Exam PrepJanuary 14‒15, 2026, 9:00 am‒4:00 pm EST, Virtual Full RIMS-CRMP Prep Course Schedule See the full calendar of RIMS Virtual Workshops Upcoming RIMS Webinars: RIMS.org/Webinars Related RIMScast Episodes: "James Lam on ERM, Strategy, and the Modern CRO" "RIMS ERM Global Award of Distinction 2025 Winner Sadig Hajiyev — Recorded live from the RIMS ERM Conference in Seattle!" "Presilience and Cognitive Biases with Dr. Gav Schneider and Shreen Williams" "Risk Rotation with Lori Flaherty and Bill Coller of Paychex" "Energizing ERM with Kellee Ann Richards-St. Clair" "Talking ERM: From Geopolitical Whiplash to Leadership Buy-In" with Chrystina Howard of Hub "Tom Brandt on Growing Your Career and Organization with ERM" "Risk Quantification Through Value-Based Frameworks" Sponsored RIMScast Episodes: "Secondary Perils, Major Risks: The New Face of Weather-Related Challenges" | Sponsored by AXA XL (New!) "The ART of Risk: Rethinking Risk Through Insight, Design, and Innovation" | Sponsored by Alliant "Mastering ERM: Leveraging Internal and External Risk Factors" | Sponsored by Diligent "Cyberrisk: Preparing Beyond 2025" | Sponsored by Alliant "The New Reality of Risk Engineering: From Code Compliance to Resilience" | Sponsored by AXA XL "Change Management: AI's Role in Loss Control and Property Insurance" | Sponsored by Global Risk Consultants, a TÜV SÜD Company "Demystifying Multinational Fronting Insurance Programs" | Sponsored by Zurich "Understanding Third-Party Litigation Funding" | Sponsored by Zurich "What Risk Managers Can Learn From School Shootings" | Sponsored by Merrill Herzog "Simplifying the Challenges of OSHA Recordkeeping" | Sponsored by Medcor "How Insurance Builds Resilience Against An Active Assailant Attack" | Sponsored by Merrill Herzog "Third-Party and Cyber Risk Management Tips" | Sponsored by Alliant RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Kristen Peed! RIMS Events, Education, and Services: RIMS Risk Maturity Model® Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information. Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts. Have a question or suggestion? Email: Content@rims.org. Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn. About our guest: Andréia Stephenson, BSc SIRM, Enterprise Risk Analyst, London Metal Exchange Production and engineering provided by Podfly.

Financial Advisors: How to Create a Killer Daily Game Plan 2025

killers invite kpis financial advisors game plan collaborate latte

Play Episode Listen Later Dec 5, 2025 27:39

Have you ever wondered how much more powerful your business could become if you stopped letting the day control you and instead ran every day with a game plan that drives real results? In this episode, I break down why a structured daily routine is the single greatest advantage you can create as a financial advisor, and how shifting from a time-based mindset to an action-based one will transform your productivity, energy, and your business's growth. I'll discuss the exact framework I've refined over 30 years: morning ritual, contact strategy, midday reset, afternoon structure, and the key metrics you must track to build unstoppable momentum every single day. What You'll Learn: Why a world-class morning ritual sets the tone for peak performance Why chunking your day and taking real breaks keeps your energy and focus sharp Why minimizing distractions and setting firm daily standards eliminates procrastination and boosts output Timestamps: (05:06) Why shifting to an activity-based plan unlocks real productivity (09:56) How knowing your meeting slots creates scalability and control (15:32) How your lunch choices can boost your productivity (17:55) Why having a hard stop eliminates procrastination (21:31) Why tracking five simple KPIs keeps your growth on track (23:04) When and where should you build your game plan (24:37) Why every advisor needs an autoresponder (26:05) The one question that should end every workday The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 25 years coaching only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. In my career, I have transformed 1,000's of advisors (below are video and written testimonials by many of them). I am going to coach you, teach you, inspire you, and train you all on your mobile device every business day. You are going to get better at business development, practice management, personal development, and your vision. Here is what you are going to get from me each month: - A 5-10 minute morning coach video each business day. - 3 training videos of 20-30 minutes each. This will be a deep dive into four areas I mentioned above. - A live group coaching session where you and I can interact and work together. Here is what you can do each month: - Post a question to me and I will answer it. - Collaborate and associate with like-minded advisors. - Invite other great advisors into the network. Your Bottom Line: Here is the deal. I am not going to ask you for a credit card. Like I said before, coaching is personality driven. You might not like my style or tactics. So with that in mind here is my offer to you. Complete the short form below. You will receive an email with detailed instructions on how to join the network for the next 14-days. I personally approve each submission so this might take a few hours or a day at the most. I will not ask for compensation of any kind during that 14-days. If after experiencing my work for 30-days and if you believe that I can help you, here is the deal. To remain in Magellan Network and have access to Magellan Academy, your daily investment in yourself will only be about the price of a Latte these days. One more thing, it's a month-to-month deal. I'm not going to lock you into anything. Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network. www.magellannetwork.net

294: Oral Health "Mouth Mapping" - Jonathan Levine

BiOptimizers - Awesome Health Podcast

Play Episode Listen Later Dec 4, 2025 53:34

With long-term health, the mouth is often overlooked. For most people, the dentist is someone only seen for a cleaning or to fix a problem like a cavity or crown. However, according to Dr. Jonathan B. Levine, a world-renowned oral health expert, we are undergoing a massive paradigm shift. It is time to stop seeing the mouth as separate and recognize it as a critical data center for your entire body's well-being. This new approach, which Dr. Levine's practice calls "mouth mapping," is poised to change how we manage everything from heart disease to sleep. The Biological Connection: Mouth Mapping for Longevity For decades, dentistry and medicine have operated in "siloed" worlds, but Dr. Levine explains that this separation is political, not biological. He stresses that "the mouth is connected to the rest of the body". The mouth is the second-biggest microbiome after the gut, containing over 600 species. When it is unhealthy, foundational research shows that pathogenic bacteria can cause "leaky gums, like leaky gut," giving harmful bacteria a direct route into the bloodstream. Research has found bacteria associated with oral disease in the inner walls of the carotid artery in people with cardiovascular disease. The connection, he says, is undeniable, linking oral health as a causal factor or risk factor for diseases including diabetes, rheumatoid arthritis, and pancreatic cancer. The statistics are staggering: 70% of the adult population has some type of inflammation in the mouth, and North of 55% suffers from periodontal disease (chronic inflammation). Studies show that as periodontal disease increases, rheumatoid arthritis also increases, and P. gingivalis has been found in the amyloid plaque of Alzheimer's patients. Mouth Mapping Diagnostics If your mouth is a window to health, "mouth mapping" is the diagnostic toolkit used to look through it. This integrative approach goes beyond just looking for cavities. Dr. Levine's practice, Smile House, uses a "digital workflow" to create a complete profile of your oral and systemic health. This "mouth mapping" can include: Saliva pH Testing: A simple, first-line indicator, as "the bad bugs thrive in a low pH environment". Salivary Diagnostics: Saliva is sent for analysis to get a readout profile of 200 bacteria in about 10 days, educating patients on the specific pathogenic bacteria they possess and the risks they pose. CBCT (Cone Beam CAT Scans): This 3D scan analyzes anatomy from the "Top of the nose to the airway," showing how well the airway is functioning and if it is anatomically small. Blood Prick Testing: This new model of dentistry even includes checking "inflammatory markers in your blood," such as C-reactive protein. The Oral Physician This rich diagnostic data is shared with the entire health team. Dr. Levine is pioneering the concept of the "oral physician". Because patients typically see their dentist more regularly than their primary care physician, the dentist is uniquely positioned as the "tip of the spear" for addressing chronic inflammatory diseases early. This allows care providers to "go upstream" and build a "wellness model". For instance, using a CBCT scan, an "oral physician" can immediately spot issues like a deviated septum that causes mouth breathing and prevents "deep regenerative sleep," leading to an immediate referral to an ENT specialist. A New Pillar of Longevity For years, longevity experts cited motion, nutrition, and stress management as the pillars of health. Dr. Levine argues it is time to add the pillar of oral health. Understanding how important a healthy mouth is "will lead to longevity". This collaborative, integrated model marks the future of healthcare, moving away from the "sickness model" and toward true wellness. This innovation means that "If you're in an innovative dental office, you shouldn't be able to recognize it... Today, it's a new day". In this podcast you will learn… Why the mouth is considered a critical data center for the entire body's well-being. How pathogenic bacteria from "leaky gums" can enter the circulatory system and contribute to conditions like cardiovascular disease. That inflammation in the mouth is linked to diseases such as diabetes, rheumatoid arthritis, pancreatic cancer, and Alzheimer's. The function of specialized diagnostics used in mouth mapping, including Salivary Diagnostics and 3D CBCT scans. Why the dentist, acting as the "oral physician," is considered the "tip of the spear" for catching chronic inflammatory diseases early. Why Dr. Levine argues that oral health must be added as a fourth pillar of longevity alongside motion, nutrition, and stress management. EPISODE RESOURCES: Dr. Levine offers $100 off your first visit to Smile House or JBL NYC. Just mention BIOptimizers or Awesome Health Podcast when booking your appointment at smilehouse.co Not in the city? Dr. Levine has curated a comprehensive Home Care Guide just for you. Visit @SmileHouseTribeca on Instagram and DM "GUIDE" to receive your free guide! Other accounts to Collaborate on Social: @drjonlevine, @smilehousetribeca, @jblnewyorkcity

social research north alzheimer's disease studies mouth ent mapping collaborate levine oral health bioptimizers jonathan levine cbct awesome health podcast jonathan b levine

292. How to Revise IEPs Mid-Year Without Losing Your Mind

Be The Exception

Play Episode Listen Later Dec 4, 2025 14:32

Mid-year IEP revisions don't have to be stressful. Learn how to review student progress, adjust goals, and revise services with ease using templates and team input. Body: The holidays are approaching—and so are mid-year IEP reviews. In Episode 292 of Be The Exception, Dawn shares practical strategies for updating IEPs based on Q2 progress and real-time data. Learn how to: Know when to revise an IEP mid-year Use academic + behavior data to guide changes Collaborate with your team to make smart service adjustments Use amendment templates to save time

mid midyear collaborate iep year without revise losing your mind ieps

Collaborate to Elevate: Proven Formulas for Revenue Growth | Mark Osborne | 342

SaaS Fuel

Play Episode Listen Later Dec 4, 2025 49:40

In this value-packed episode of SaaS Fuel, Mark Osborne, founder of Modern Revenue Strategies and top 25 marketing technology trailblazer, joins host VO and Jeff Mains for a tactical deep dive into building holistic, scalable revenue systems that go beyond the siloed tactics of old. Mark reveals why random acts of marketing and sales are growth killers, the transformative impact of aligning marketing, sales, and customer success, and practical steps for identifying and nurturing your ideal customers. You'll also learn how storytelling and “microscripts” can drive trust and reduce friction, the importance of bow-tie funnels (aka the power of retention and expansion), and get a playbook for creating try-before-you-buy offers that accelerate confidence. If you want your SaaS business to be built for significance and scale—this episode is your treasure map.Key Takeaways00:00 "Mastering Sales & Revenue Strategy"05:11 "Building Effective Revenue Systems"06:17 Revenue Growth Through Three Systems12:35 Identifying Top Customers Strategically13:39 Targeting the Right CRM Customers19:31 "Aligning Teams to Drive Revenue"23:49 B2B Buying Shift: Trust Erodes25:34 Health, Perception, and AI Challenges29:02 "Bite-Sized Client Value Strategy"32:12 Effective SaaS Onboarding Strategies35:49 Focus on One GTM Strategy40:50 The Power of Specialization42:35 "Storytelling Powers Human Connection"47:28 "Creating a Category of One"48:35 "Collaborative Metrics and Visual Mapping"52:31 "3D Holograms & AI Innovation"Tweetable Quotes"But what I find is that really building a revenue system that has multiple components and sort of interlocking components is the real key to growth." — Mark Osborne Category of One Marketing: "And so we have built a proprietary proven process that leverages our unique expertise for this unique marketplace. And if you believe that that's the right way to solve this problem, then we're the only solution that exists for you." — Mark Osborne Quote: "the stat is now that something like 70% of the buyer's journey is done before they talk to a single provider, much less you, if you're the second or third tier provider in the marketplace." — Mark Osborne Lower-Risk Sales Strategies: "it's just a way of giving them that bite of the burger so they can then be excited about coming in and finishing the meal rather than feeling like, well, should I talk to five more people or two more people or get three more references instead." — Mark Osborne The Power of Storytelling in Sales: "Telling stories is the way that we really resonate and connect with people. So each of those different sort of layers of really small stories and really, you know, sort of large allegories are important throughout the sales process." — Mark Osborne SaaS Leadership LessonsBuild Systems, Not SilosSustainable growth comes when every part of the revenue journey is connected—attraction, acceleration, activation.Customer Obsession Beats Logo HuntingLong-term companies focus on advocating for and expanding existing customers, not just acquiring new ones.Say No to the Wrong RevenueThe discipline to turn away poorly-matched clients fuels long-term success and product integrity.Create Alignment Through Visual...

health power focus storytelling perception saas elevate say no proven targeting collaborate vo formulas revenue growth mark osborne key takeaways00

You'll never feel ready: do you want to build a teaching business or not? - Mariela Mondaca

Teacher Talking Time: The Learn YOUR English Podcast

Play Episode Listen Later Dec 3, 2025 45:58

Want to monetize your skills as a teacher? Book a free 1:1 with us to see if we can help. "So many people are out there doing great things and they aren't ready, either, so I asked myself: Why not me?" We chat with teacher and entrepreneur Mariela Mondaca. Mariela is an English teacher, teacher trainer, and entrepreneur who has turned her 25 years of classroom experience into an online business. She designs programmes that bring together speakers of English as a foreign language from around the world, creating supportive communities where wellbeing-based topics spark conversation and help learners achieve real English fluency. She runs Fluent Connections. In this episode, Mariela discusses: Overcoming Self-Doubt and Taking the Leap Believing in Your Own Path Dealing with Self-Doubt and Anxiety Starting and Growing a Teaching Business Finding Your Niche and Evolving Learning from Mistakes and Adapting Advice for New Teaching Entrepreneur The Turning Point: Strategy and Mindset A Week in the Life of a Teacherpreneur Starting Over: Key Steps and Lessons Learned Reflecting on Personal Growth and Transformation FOR MORE FROM MARIELA MONDACA: 1. Connect on LinkedIn 2. Follow on IG: @profe_mariel 3. See her programs Support Teacher Talking Time: Are you struggling to find students as a teacher entrepreneur? Join the Elevate community via the We Are English Teachers community and gain visibility through their network of learners looking for a teacher. We Are English Teachers: https://weareenglishteachers.com/ Thank you for listening. Your support has been overwhelming and we couldn't do what we do without you. Collaborate with us: Want to integrate your brand with our podcast in an effort to improve language education? Reach out here: info@learnyourenglish.com RESOURCES TO HELP YOU: 1. Connect with us on our Substack. 2. Book a free 1:1 chat with us to strategize your teaching business. 3. Follow the LYE YouTube Channel 4. Learn how to monetize your teaching skills with TAP 5. Download our free guides for teacherpreneurs.

english teaching mistakes reach personal growth tap substack elevate self doubt collaborate overcoming self doubt mariela feel ready

EP 11:13 Seven Must-Have Videos to Skyrocket Your Dealership's Lead Generation

Play Episode Listen Later Dec 2, 2025 34:26

In this engaging episode of the Millionaire Car Salesman Podcast, co-hosted by LA Williams and Tianna Mick, the focus is on the transformative power of video in car sales. Despite LA being unable to see, he passionately advocates for the use of video as a cornerstone strategy in driving sales, highlighting its power to enhance engagement and build trust with customers. Tianna, known for her expertise in personal branding, joins LA in sharing practical insights on incorporating video into daily sales processes to maximize leads, appointments, and sales conversions! "You want people to almost have a deja vu experience when they visit your dealership." - LA Williams The episode dives deep into the fundamental aspects of creating effective sales videos, including the importance of proper setup, consistent backgrounds, and expertly crafted scripts. LA and Tianna stress that video content should be concise, personalized, and built around a clear value proposition to engage prospects effectively. "Making sure you say the customer's name is super important... everybody's favorite word is their name." - Tianna Mick As the conversation unfolds, they provide a robust framework involving key elements like effective lighting, the relevance of a clean camera lens, and the power of personal connection through direct calls to action, all while implementing new technology such as AI in content creation. For the seasoned sales professional and the novice alike, the insights shared in this episode are invaluable for mastering the art of video marketing in the automotive industry! Key Takeaways: ✅ Using video in car sales increases engagement and builds trust faster than text or audio alone. ✅ Maintain consistency and brand recognition in video backgrounds to enhance authenticity and viewer comfort. ✅ Essential elements of a perfect lead video: customer's name, vehicle of interest, value proposition, and call to action. ✅ Embrace AI technology to enhance video content creation efficiently and effectively. ✅ Practice and iteration lead to improvement; start shooting videos to develop skills and reduce hesitation over time. About Tianna 'T Got Your Keys' Mick Tianna Mick, famously known as "T Got Your Keys," is a prominent figure in the automotive sales space! Celebrated as the "Queen of Branding", with an impressive record of selling +20 cars per month while consistently being the #1 Grossing Salesperson at her store and generating her own leads/business through her TGotYourKeys.com Website. Tianna has established herself as a top performer and innovator in car sales strategies, with a special focus on personal branding and digital marketing. Revolutionize Your Dealership with Video Marketing: Insights from the Millionaire Car Salesman Podcast Key Takeaways Harness the Power of Video: Video marketing is not just a trend but a necessity in modern car sales, enabling dealerships to create personal connections and reduce the fear of the unknown for customers. Optimize the Basics: Setting up a compelling video involves proper lighting, clear audio, and a consistent, clean background to enhance trust and engagement. Script and Deliver Effectively: Essential elements of a successful video include addressing customers by name, highlighting the vehicle of interest, and concluding with a strong call-to-action. Leverage Video to Establish Trust and Familiarity In the dynamic world of car sales, the Millionaire Car Salesman Podcast delves into the transformative potential of video marketing. LA Williams, alongside Tianna Mick, emphasizes the powerful emotional connection videos can establish, setting a dealership apart in a sea of sameness. "You want people to almost have a deja vu experience when they visit your dealership," LA Williams suggests, underscoring how videos can eliminate the fear of the unknown—a significant barrier for potential buyers. The discussion sheds light on how video marketing can simulate a personal interaction, thus building trust faster than written text or static images. With the capability to convey sight, sound, motion, and emotion, videos can significantly enhance customer engagement, making them feel more comfortable and familiar even before stepping into the dealership. Incorporating video tours of your dealership, for example, ensures customers find the environment welcoming and recognizable. Tianna Mick points out, "walk into, like, a courthouse… you're going to be like, where do I go? I'm nervous." This analogy emphasizes how video tours can transform the customer's first visit into a seamless, almost familiar journey. The Essential Setup for Effective Video Marketing Crafting a compelling video requires a foundational setup that pairs well with the content. As expressed in the podcast, without the right tools, even the most well-intentioned videos may fall flat. LA Williams, despite being visually impaired, stresses the importance of proper lighting and camera clarity, demonstrating that the basics of video production are vital regardless of one's abilities. "Top two things for any video… audio, you gotta have good audio, and… good lighting." The podcast highlights that a clean camera lens and a consistent background are understated elements that significantly impact the quality of video marketing. Tiana Mick advises, "making sure you wipe the front and every single one of the lenses in the back," a small yet critical step that improves visual clarity and viewer engagement. Coupled with a customized, dealership-branded backdrop, these elements ensure that each video serves as a professional representation of the brand, significantly enhancing credibility. Moreover, the consistency in video backgrounds, as noted by Tianna, can reinforce brand recognition, much like how viewers associate a television character with their set environment. This aspect ensures that your audience's focus remains on the message rather than potential distractions, amplifying the overall impact. Crafting and Delivering Your Message Creating a successful video is more than just presentation—it's about crafting a powerful message that resonates. Essential to the video strategy discussed in the podcast is the script, especially emphasizing personalization and value-addition. Incorporating the customer's name into the conversation is not merely courteous but strategic. "Everybody's favorite word… is our names," Tianna Mick asserts, highlighting its efficacy in personalizing communication and fostering genuine connections. The video should also clarify the customer's vehicle of interest while subtly integrating the dealership's value proposition. "Providing value and showing why they need to be purchasing with you," says Mick, ensures the video is informative and persuasive. These aspects are crucial in aligning the dealership's offerings with customer needs, driving engagement and conversion. A compelling call-to-action (CTA) concludes each video, guiding prospects toward the next step, whether scheduling a call or visiting the dealership. As LA Williams articulates, a CTA effectively escalates the interaction, encouraging a seamless transition from virtual engagement to in-person attendance. In essence, adopting video marketing as outlined by the Millionaire Car Salesman Podcast participants revolutionizes customer interactions, establishing a bridge between the virtual and physical realms of car sales. Employing these strategies fosters enhanced connections, drives customer comfort, and ultimately, amplifies sales success. These insights are indispensable for dealers striving to stand out and thrive in today's competitive environment. By prioritizing video content, dealerships can not only augment their marketing strategies but also cultivate a genuinely engaging customer experience. Resources + Our Proud Sponsors: ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry with over 29,000 members worldwide. Collaborate with automotive professionals, learn the best industry practices, and connect with top mentors, managers, and sales leaders. Join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: The automotive industry's #1 Sales Training, Consulting, and Accountability Firm. With over 20 years of proven success, Dealer Synergy has helped dealerships nationwide build high-performing Internet Departments and BDCs from the ground up. Our expertise includes phone scripts, rebuttals, CRM action plans, lead handling strategies, and management processes; all designed to maximize your people, processes, and technology! ➼ Bradley On Demand: The automotive industry's most powerful Interactive Training, Tracking, Testing, and Certification Platform. With LIVE virtual classes and access to a library of over 9,000 on-demand training modules, Bradley On Demand gives your dealership the tools to dominate every department: Sales, Internet, BDC, CRM, Phone, and Leadership. From sharpening individual skills to elevating entire teams, this platform ensures your people are trained, tested, and certified for maximum success. Equip your dealership to sell more cars, more often, and more profitably with Bradley On Demand!

Presilience and Cognitive Biases with Dr. Gav Schneider and Shreen Williams

The Global Latin Factor Podcast

Play Episode Listen Later Dec 2, 2025 26:17

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. In this episode, Justin interviews two guests who presented at the RIMS ERM Conference 2025 in Seattle, Washington. First, Dr. Gav Schneider, Group CEO Risk 2 Solution Group and Founder, Institute of Presilience Risk 2 Solution, and second, Shreen Williams, Founder & CEO, Risky Business SW, LLC, and a member of the RIMS Rising Risk Professional Advisory Group. Dr. Schneider explained the meaning of Presilience and risk intelligence in ERM. Shreen Williams discussed the cognitive biases that can be mitigated through the six stages of an ERM Framework. Listen for insights into implementing an ERM Framework in your organization. Key Takeaways: [:01] About RIMS and RIMScast. [:17] About this episode of RIMScast. Our interviews were recorded live on site at the RIMS ERM Conference 2025 in Seattle. Our guests are Dr. Gav Schneider and Shreen Williams. We're going to have fun in this episode! But first… [:48] The next Virtual RIMS-CRMP Exam Prep will be held on December 9th and 10th. From December 15 through the 18th CBCP and RIMS will present the RIMS-CRMP Exam Prep Boot Camp. [1:05] Another virtual course will be held on January 14th and 15th, 2026. These are virtual courses. Links to these courses can be found through the Certifications page of RIMS.org and through this episode's show notes. [1:18] RIMS Virtual Workshops! "Managing Data for ERM" will be led again by Pat Saporito. That session will start on December 11th. Registration closes on December 10th. RIMS members always enjoy deep discounts on the virtual workshops. [1:37] The full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's notes. [1:48] The RIMS CRO Certificate Program in Advanced Enterprise Risk Management is hosted by the famous James Lam. This is a live, virtual program that helps elevate your expertise and career in ERM. [2:01] You can enroll now for the next cohort, which will be held over 12 weeks from January through March of 2026. Registration closes on January 5th. Or Spring ahead and register for the cohort held from April through June of 2026. Registration closes on April 6th. [2:21] Links to registration and enrollment are in this episode's show notes. [2:25] This episode was recorded at the RIMS ERM Conference 2025. We've covered a lot of ERM ground in the last few episodes, and for those who want to catch up, I've included a link to the RIMS ERM Special Digital Edition of Risk Management magazine in this episode's notes. [2:49] RIMScast ERM coverage is linked as well. Enhance your ERM knowledge with RIMS. [2:54] On with the show! We are following up last week's episode with ERM Global Award of Distinction winner Sadig Hajiyev by featuring interviews with two of the presenters who appeared at the RIMS ERM Conference, Dr. Gav Schneider and Shreen Williams. [3:12] Long-time RIMScast listeners may remember Dr. Gav Schneider from an episode in November of 2023. We were delighted that he made the trip all the way from Australia to join us at the ERM Conference in Seattle. [3:27] Dr. Gav is the Group CEO at Risk2Solution Group and the Founder of the Institute of Presilience. The title of his session on November 17th was "Embedding Presilience and Risk Intelligence into ERM." This harkens back to his prior episode about wicked problems. [3:45] We're going to start there and discuss how presilience takes that thinking to the next level for ERM leaders, and we're going to get some of his risk philosophies and have a great time. Let's get to it! [3:56] Interview! Dr. Gav Schneider, welcome back to RIMScast! [4:24] Dr. Schneider is here at the RIMS ERM Conference for the first time. It's the second-highest-attended ERM Conference in RIMS history. His session, later today, is called "Embedding Presilience and Risk Intelligence into ERM." [4:54] On Dr. Schneider's last visit to RIMScast, he talked about wicked problems. How does presilience take that mindset and thinking to the next level for ERM? [5:08] Dr. Schneider says the core idea of ERM is about getting scalable decision-making, recording, and outcomes, in terms of risk, for your organization. More and more, our organizations are facing these wicked problems. [5:25] We can't function anymore in a world of absolutes. When we plug risk intelligence into the way we think, act, and plan, we become adaptive. We also become opportunity-centric. [5:37] A wicked problem is not easily solved. When you implement a solution, it often leads to more problems. You have to be able to learn. If you can't learn, you can't adapt. [6:17] What are the core components of the Presilience Framework? Dr. Schneider says, simplistically, we think about tackling risk at three levels: the self, the team, and the organization. Then we overlay that with people and process, connected through leadership. [6:34] To make that work, we have to develop a set of core attributes: situational awareness, critical thinking, enhanced decision-making, effective and directive coms, the ability to act and enact, and the ability to learn and grow. [6:46] When you can plug that into your architecture, leveraging insight, hindsight, and foresight, you then can make the right calls about whether or not to do something. It becomes an overlay model for most ERM-type structures, where we can plug the human piece into the system. [7:15] Dr. Schneider says the core aim of ERM turns risk management into a team sport, with everyone across an organization reporting, collaborating, and understanding to make great decisions about where the organization is and where it's going, not where we think it is. [7:32] To do that, we need to plug certain things into the ecosystem of the organization, some of which are policies, procedures, and tech. Most ERM experts do that. The piece that we've ignored is the human part, because it's hard. [7:49] Dr. Schneider has compiled The Organizational Risk Culture Standard. It took about nine months of work. It was a thorough process. Five experts wrote it, 15 peers reviewed it, and 11 organizations have approved it, endorsed it, and are supporting it. [8:09] For years, Dr. Schneider had heard that organizations would not focus on human-centricities that they couldn't measure. [8:17] Dr. Schneider's framework has 10 domains with a maturity model that aligns beautifully with RIMS's ERM Model. It's built to encapsulate and incorporate ISO 31000 and COSO. Dr. Schnieider has just released it, free to download. [8:39] Dr. Schneider is excited about presenting his session in a couple of hours. Everyone tells him that the RIMS ERM Conference is the sharp end of the spear, with the smartest risk people. The session is "Embedding Presilience and Risk Intelligence into ERM." [9:10] Session attendees will learn about risk intelligence. Dr. Schneider's definition is an applied attribute or living skill that enables you to seize upside opportunities while you manage potential negative outcomes. [9:44] When you speak of risk intelligence as a living skill and applied attribute, it becomes an ability to scale great decision-making. You want risk-intelligent people, working in risk-intelligent teams, empowered and structured into a risk-intelligent organization. [10:18] Dr. Schneider says if we can't get those three layers to integrate and work together, you get frustrated stakeholders. Get your ERM team working to get everyone to understand the basics of risk reporting, using the metrics, and sharing information. [10:33] Justin compares it to the gears in a watch. Dr. Schneider agrees; there's not one moving piece, it's a complex ecosystem in most organizations because humans are complex. We're relying on tech and on variables we don't control. [10:46] Dr. Schneider says, in the conference, everyone's accepted how disruptive the current climate is, how difficult it is to forecast, and how uncertainty and volatility are dominating. [10:59] With that in mind, we've got to think of it differently. You can't force people to adopt a system and think it will work. If you want to get a high-performance culture, ERM is an incredibly useful tool, but only if people want it, like it, want to use it, and understand the benefit it adds. [11:17] Dr. Schneider thinks ERM is going to take a massive leap forward because of generative AI and because we've done well in process-based risk management. There are models, standards, and tools we can reference on how to do this. [11:32] Why most organizations fail is that people don't understand people and the drivers people have. The one thing that Dr. Schneider would love people to take away from his session is that "I have to start with me." [11:43] Dr. Schneider continues. If I'm trying to get people to do something, I need to understand the voice in my head, what's coming out of my mouth, and what my actions are. If I can't control that, what makes me think I'm going to change organizational culture? [11:54] It starts with me. Then I can move to us, and we can get this high-performing risk team. If I can get a high-performing risk team, now we are ready to take it through the organization. We can be the real value-add. [12:06] The risk departments of the future are not going to be what they were or what they are now. They're not going to be compliance departments anymore. [12:14] Risk departments of the future are going to be insight, hindsight, and foresight departments. They're going to create understanding of what's happened, what's happening, and what we need to do to capitalize on opportunity, while we manage downside. [12:34] Dr. Schneider points out that if we're looking at the same thing, we see something different. That's great for managing bias, but terrible if we can't align because we'll each think we're right, and pull apart. [12:47] One of the missions is to develop adaptable, high-performing humans who can leverage tach, collaborate, and solve problems. That's the future of risk management. [13:05] Dr. Gav Schneider, I look forward to popping into your session today. It is called "Embedding Presilience and Risk Intelligence into ERM." [13:19] Quick Break! RISKWORLD 2026 will be held from May 3rd through the 6th in Philadelphia, Pennsylvania. RISKWORLD attracts more than 10,000 risk professionals from across the globe. It's time to Connect, Cultivate, and Collaborate with them. Booth sales are open now! [13:42] Registration is open for RIMS members. General registration and speaker registration will open on December 3rd. Marketplace and Hospitality badges will be available starting on March 3rd. Links are in this episode's show notes. [13:55] Let's Bring out Our Next Guest, the Founder and CEO of Risky Business SW LLC, Shreen Williams! [14:05] If you are a regular reader of RIMS Risk Management magazine, you may recognize her name from the byline of a recent article, "How to Overcome Cognitive Biases in Risk Management." [14:19] Shreen is also a member of the Rising Risk Professional Advisory Group here at RIMS. She presented at the ERM Conference a session in the Foundational Level, called "Beating the Bias: Exposing and Combating Cognitive Biases in ERM." [14:35] Justin sat in on this session, and he had some follow-ups about cognitive biases and how they relate to ERM and risk management, generally. If you missed the session or have not yet read the article, this will give you a taste of what you missed or what you're going to read. [14:53] We're going to have a lot of fun! Let's get to it! [14:56] Interview! Shreen Williams, welcome to RIMScast! [15:05] Justin sat in on Shreen's session, "Beating the Bias: Exposing and Combating Cognitive Biases in ERM." Shreen explains that there are more than 150 biases from the standpoint of the psychology of human behavior. [15:29] Shreen focuses on the ones that are relevant to the ERM process. There are more than enough. In her presentation, Shreen focused on seven biases. The lifecycle for the ERM process has six stages. Five stages cover one bias each; the Risk Assessment stage covers two biases. [16:00] Justin mentions that for anyone who attended, the handout is available through the RIMS Events App. Shreen says she also put a QR code on the deck, so if you got the deck, you have that code, as well. [16:27] Shreen has an audio-visual platform she uses to get her thought leadership content out about what she loves most. She calls herself a risk nerd. She likes talking about the discipline in a way that's accessible and digestible to the end user. [16:43] Shreen says most of the time, you'll see the term ERM delivered in such a complex and jargon-filled way that it turns folks off who are not in this sector. That leads to confusion, overwhelm, and killing their engagement. [16:54] Shreen loves doing interviews to talk about the discipline in a way that is approachable, accessible, and digestible to the end user without any academic discipline. [17:05] In her session, Shreen said that cognitive biases often embed themselves in ERM processes without detection. Shreen describes a bias in the first stage of the ERM process life cycle, Identification. The bias that creeps in is Complexity Bias. [17:33] Shreen says that Complexity Bias is when organizations or people believe that the more complex something is, the more superior it is. It's not always true, and it's the worst posture to have in ERM. [17:48] Shreen gives a Complexity Bias example. A company hires a consultant to create an ERM Program and gets a 200-page framework to give to employees. The executives feel smart. The front-line employees are overwhelmed. It's too complex. It can't be operationalized. [18:13] You don't have consistent risk participation because the people don't know how to do it. [18:17] Shreen explains her technique to handle Complexity Bias. If you can't explain something in two minutes or less, go back to the table and try again. The more digestible you make the lingo, the more it will stick. [18:39] Shreen is a visual learner. She sees things clearly if you show them in an infographic. Different generations may learn differently. Shreen is very close to Gen Z. They keep her young! They also give her fresh perspectives on the discipline. [19:09] Ten years ago, most of the college curriculum for risk management was highly insurance-centric: actuary, underwriting, claims adjudication. [19:21] Shreen started in the banking sector, where ERM is prevalent and mature. Other industries didn't see the need for it. There were no regulatory requirements for it. [19:30] From the young people she coaches and mentors, Shreen has seen that universities are now teaching not only the insurance side but also ERM, and are framing the discipline as Risk Resilience. [19:51] Shreen says young people are graduating with a broader perspective of the discipline, which opens opportunities for them. [20:00] Shreen has said she was the sober adult in the room while the leadership doused itself in champagne. She embraced that role when she joined the tech sector. Before then, Shreen worked for companies in heavily regulated industries: finance, transportation, and government. [20:18] Shreen says tech is completely night and day different from those industries. She says it's a hyper-close space. You have to get to things quickly and tell leaders what you are going to do immediately. You have about three minutes in front of the board. You have to be quick. [20:31] You have to be highly visual. You don't need 50 bullet points on the screen to make your point. You should be the expert. The visual just makes it more accessible to the people. [20:46] Shreen explains Premortem Analysis. We all talk about postmortems and after-actions. This makes ERM practitioners cringe. [21:05] Everything that happened was something you told the people was something on the table, and no one took you seriously, so now you're reactive and resolving whatever risk materialized. [21:16] Premortems are a favorite of Shreen's because you get to work through whatever that scenario is or that initiative is and flesh it out, from end to end. Then you reverse-engineer it and go back for each opportunity or risk you identify, good or bad, and you get to the best response. [21:30] If the initiative gets approved, you've already flushed out everything that could go wrong. [21:51] Shreen told a joke during the session that if you want your initiative to die, take it to ERM, and they'll tell you no. Shreen says, No, take it to ERM to get a clear and confident Yes. [22:14] Justin tells Shreen, You left us yesterday with a great sentiment that bias is not the enemy, blindness is. That hearkens back to everything in a premortem analysis. [22:27] Shreen's final words to the audience: "For those who are new to the discipline, do not be turned away or feel like you're not enough or something's wrong with you because you don't understand it. It's not you. It's likely the person or textbook you're getting information from. [22:40] "Most of the things that teach about ERM are highly theoretical. If you can find someone to align with, someone who's a mentor to you, see what they do, and how they go about it, highs and lows, you'll learn a lot more about the discipline hands-on than from any book. [22:55] Blindness and blind spots you cannot see. Sometimes you're focused like a racehorse with blinders on. With blinders on, you cannot avoid bias. Humans are a big part of the process. With humans come human biases. [23:21] The mitigant for bias is to have an awareness of it and have your little toolbox of those leading biases that you can go around to mitigate. [23:31] Justin says, Shreen, it's been such a pleasure. [23:36] Special thanks once again to Dr. Gav Schneider and Shreen Williams for joining us here on RIMScast. They were fantastic speakers. I've got links to Dr. Schneider's prior episode and Shreen's RIMS Risk Management magazine article in this episode's show notes. [23:54] Be sure to check out last week's episode with Sadig Hajiyev, one of the two winners of the RIMS ERM Global Award of Distinction. For more ERM Conference coverage, check out the RIMS LinkedIn page for all sorts of photos, videos, and coverage of this fantastic event. [24:11] We had a great time, and we look forward to seeing you next year in Washington, D.C. for the RIMS ERM Conference 2026. [24:19] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [24:47] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [25:04] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [25:22] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [25:38] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [25:52] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [26:04] Practice good risk management, stay safe, and thank you again for your continuous support! Links: RIMS-CRO Certificate Program In Advanced Enterprise Risk Management | Jan‒March 2026 Cohort | Led by James Lam RIMS-Certified Risk Management Professional (RIMS-CRMP) RISKWORLD 2026 Registration — Open for exhibitors, members, and non-members! Reserve your booth at RISKWORLD 2026! The Strategic and Enterprise Risk Center RIMS Diversity Equity Inclusion Council RIMS Risk Management magazine | Contribute RIMS ERM Special Edition 2025 RIMS Newsroom: "Two Dynamic ERM Programs Win Top Honor at RIMS ERM Conference 2025" RIMS Risk Management Magazine: "How to Overcome Cognitive Biases in Risk Management" RIMS Now RISK PAC | RIMS Advocacy | RIMS Legislative Summit SAVE THE DATE — March 18‒19, 2026 Upcoming RIMS Webinars: RIMS.org/Webinars Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP Exam Prep December 9‒10, 2025, 9:00 am‒4:00 pm EST, Virtual CBCP & RIMS-CRMP Exam Prep Bootcamp: Business Continuity & Risk Management December 15‒18, 2025, 8:30 am‒5:00 pm EST, Virtual Full RIMS-CRMP Prep Course Schedule "Leveraging Data and Analytics for Continuous Risk Management (Part I)" | Dec 4. See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops Related RIMScast Episodes: "RIMS ERM Global Award of Distinction 2025 Winner Sadig Hajiyev — Recorded live from the RIMS ERM Conference in Seattle!" "Risk Rotation with Lori Flaherty and Bill Coller of Paychex" "Energizing ERM with Kellee Ann Richards-St. Clair" "AI and the Future of Risk with Dan Chuparkoff" (RIMS ERM Conference Keynote) "Talking ERM: From Geopolitical Whiplash to Leadership Buy-In" with Chrystina Howard of Hub "Shawn Punancy of Delta Flies High With ERM" "Tom Brandt on Growing Your Career and Organization with ERM" "James Lam on ERM, Strategy, and the Modern CRO" "Risk Quantification Through Value-Based Frameworks" "Solving Wicked Problems with Dr. Gav Schneider" (2023) Sponsored RIMScast Episodes: "Secondary Perils, Major Risks: The New Face of Weather-Related Challenges" | Sponsored by AXA XL (New!) "The ART of Risk: Rethinking Risk Through Insight, Design, and Innovation" | Sponsored by Alliant "Mastering ERM: Leveraging Internal and External Risk Factors" | Sponsored by Diligent "Cyberrisk: Preparing Beyond 2025' | Sponsored by Alliant "The New Reality of Risk Engineering: From Code Compliance to Resilience" | Sponsored by AXA XL "Change Management: AI's Role in Loss Control and Property Insurance" | Sponsored by Global Risk Consultants, a TÜV SÜD Company "Demystifying Multinational Fronting Insurance Programs" | Sponsored by Zurich "Understanding Third-Party Litigation Funding" | Sponsored by Zurich "What Risk Managers Can Learn From School Shootings" | Sponsored by Merrill Herzog "Simplifying the Challenges of OSHA Recordkeeping" | Sponsored by Medcor "How Insurance Builds Resilience Against An Active Assailant Attack" | Sponsored by Merrill Herzog "Third-Party and Cyber Risk Management Tips" | Sponsored by Alliant RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Kristen Peed! RIMS Events, Education, and Services: RIMS Risk Maturity Model® Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information. Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts. Have a question or suggestion? Email: Content@rims.org. Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn. About our guests: Dr. Gav Schneider, Group CEO Risk 2 Solution Group / Founder Institute of Presilience Risk 2 Solution Shreen Williams, Founder & CEO, Risky Business SW, LLC Also a member of the RIMS Rising Risk Professional Advisory Group Production and engineering provided by Podfly.

Ramiro Luna-Hinojosa of Somos Tejas: Grassroots Power, Latino Activism & Texas Civic Impact (2025)

Play Episode Listen Later Nov 28, 2025 74:35 Transcription Available

Send us a textCOMING IN HOT

Most Builders Compete. We Collaborate. Here's Why (ft. Richard Amaya)

The Everyday Millionaire Show

Play Episode Listen Later Nov 26, 2025 62:29 Transcription Available

If you've ever felt the grind of race-to-the-bottom bids or the whiplash of constant change-order fights, this conversation will feel like oxygen. We sit down with contractor Richard Amaya to explore why collaboration beats competition, how sharing systems accelerates growth, and when it's time to pivot from investor work to homeowner projects that value quality over shortcuts.We get specific about what “doing it right” really costs: permits, inspections, and the sequencing that keeps trades aligned. Culture and communication matter just as much as contracts. We talk bilingual job sites, why speaking Spanish builds trust and speed, and how community dollars strengthen small businesses.Enjoy the conversation—and if we hit home, follow the show, share it with a builder friend, and leave a review to help more people find it.

culture spanish compete builders collaborate

EP 11:12 The Modern F&I Manager: Skills Every Leader Needs in 2026 and Beyond

Play Episode Listen Later Nov 25, 2025 57:23

In this powerful conversation on the Millionaire Car Salesman Podcast, LA Williams and Sean V. Bradley sit down with F&I leader, author, and performance coach Adam Marburger to explore what's really happening inside today's finance departments… and where the industry is headed next! "The days where the F&I department is kind of on their own island are slowly fading." - Adam Marburger Adam brings a fresh, servant-leadership perspective to automotive F&I, sharing key lessons from decades in the business along with insights shaped by years of training, coaching, and martial arts discipline. Together, the trio breaks down the real challenges facing dealerships, the evolving role of F&I managers, and the cultural shifts required to build stronger, more profitable teams. "So the question is, why aren't more F and I managers doing the things that we're talking about now? Why are they not taking more tos? Why are they not getting involved? Why are they not being more present?" - Adam Marburger From leadership to communication, from customer experience to the rise of new technologies, this episode offers a forward-looking discussion that every dealer, manager, and aspiring leader will want to hear…without giving away the strategies you'll discover inside. "Jiu-Jitsu helps with every aspect of life—physically, mentally, spiritually." - Adam Marburger Tune in for a conversation that's equal parts mindset, mastery, and modern automotive leadership! Key Takeaways: ✅ Evolving Role of F&I Managers: Adam Marburger emphasizes the shift in the F&I role from being strictly transactional to focusing on building customer relationships and trust. ✅ Importance of Servant Leadership: A core theme is the necessity for F&I managers and leaders to adopt a servant leadership mindset, focusing on the needs and growth of their team members. ✅ Continuous Training and Development: Effective onboarding and ongoing training are critical to minimizing mistakes and empowering staff to excel in customer interactions and sales success. ✅ Integration of Technology: Embracing digital tools and AI is vital for future-proofing operations and enhancing customer experience in automotive sales. ✅ Value of Jiu-Jitsu in Leadership: Adam draws parallels between his discipline in martial arts and his professional life, highlighting how the principles of perseverance and strategic thinking apply to business success. About Adam Marburger Adam Marburger is an award-winning automotive leader, author of The Servant-Leading F&I Manager: Leadership Refined, and performance coach dedicated to redefining leadership in the car business. With over two decades of experience, Adam teaches teams how to lead with empathy, emotional intelligence, and purpose. His mission is to help professionals create cultures of excellence through mindset, mentorship, and servant leadership. Redefining F&I Management: Transformative Leadership in Automotive for 2026 Key Takeaways The evolution of F&I has seen a shift from traditional transactional roles to a more integrated, holistic customer-centric approach driven by effective leadership. Understanding the relationship between technology, proper training, and servant leadership can significantly influence dealership success. The application of martial arts philosophies in business, such as Jiu Jitsu, provides unique insights into persistence and strategic growth in the automotive industry. The Evolving Role of F&I Managers: From Transactional to Transformative The landscape of Finance and Insurance (F&I) in the automotive industry is undergoing a significant transformation. Historically viewed as a transactional role focused on maximizing profits through product sales, the F&I manager's position is increasingly seen as an integral part of a cohesive dealership strategy. According to the conversation between Sean V. Bradley and Adam Marburger, modern F&I managers need to embody "servant leadership," where they prioritize the long-term satisfaction and well-being of customers and employees over immediate financial gain. The adoption of a servant leadership model within F&I suggests a profound cultural shift within the automotive industry. As defined in the transcript, "Servant leadership, it is kind of like everybody talks about it. It's action. It's not words." Marburger emphasizes that successful F&I managers actively assist sales teams, engage with service departments, and contribute to the overall dealership ecosystem. Implementing a servant leadership approach involves concrete actions rather than mere rhetoric. F&I managers need to actively engage with clients and colleagues, fostering an environment where all team members feel valued and supported. It's about "truly connecting with people on a daily basis with one common goal: to make them feel special, to make them feel heard, to make them feel valued, to make them feel safe." The Power of Training and Collaboration in Automotive Retail Training and collaboration emerge as pivotal themes for achieving success in automotive sales. As Marburger suggests, training should go beyond basic knowledge transfer, aiming to create a more integrated network of roles within the dealership. A robust training process allows staff to understand various dealership functions, ultimately improving communication and operational efficiency. "A lot of these conversations are flying, conversations where you might be walking back to the conference room together," Marburger notes, highlighting the importance of informal learning exchanges. For F&I managers, this means not only understanding their product offerings but also becoming well-versed in sales strategies and client management techniques. The ultimate goal is to craft a seamless customer experience where value is consistently delivered. Creating synergy between departments, especially between F&I and sales, is critical. The training should focus on equipping salespeople with the ability to introduce products effectively to clients before entering the F&I office. "Our customers actually enjoy buying if you try not to sell them; they actually buy them," Marburger explains, suggesting a subtle yet powerful shift in the sales approach. Martial Arts Philosophy: Persistence and Strategic Thinking in Business The discussion also explores how martial arts philosophies, particularly Brazilian Jiu Jitsu, can influence business strategies within the automotive industry. Practicing Jiu Jitsu requires perseverance, resilience, and strategic thinking—qualities that translate seamlessly into the demands of automotive sales. Both Bradley and Marburger, as Brazilian Jiu Jitsu black belts, draw parallels between their martial arts training and business experiences. Marburger states, "The black belt was one of the few things outside of my daughters being born that did give me a sense of accomplishment because I know what it's like. Like, it was hard." This sentiment reveals the patience and determination required in both fields. Incorporating these philosophies into a dealership's operational ethos can foster a culture of continuous improvement and strategic foresight. Employees can learn to maneuver challenges with the patience and precision demanded on the Jiu Jitsu mat. "It added something. It's like, as most people won't ever get that," says Marburger, acknowledging the rare and valuable perspective that martial arts training offers. Throughout this enlightening dialogue, the future of automotive leadership is painted as a dynamic interplay of servant leadership, comprehensive training, and strategic resilience. No longer confined to traditional roles, F&I managers are encouraged to embrace a broader vision—one that harmonizes various aspects of the dealership to create a superior customer experience. The lessons of martial arts underline the perseverance and strategic acumen necessary to thrive in this evolving landscape, reflecting an industry poised for transformation. Resources + Our Proud Sponsors: ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry with over 29,000 members worldwide. Collaborate with automotive professionals, learn the best industry practices, and connect with top mentors, managers, and sales leaders. Join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: The automotive industry's #1 Sales Training, Consulting, and Accountability Firm. With over 20 years of proven success, Dealer Synergy has helped dealerships nationwide build high-performing Internet Departments and BDCs from the ground up. Our expertise includes phone scripts, rebuttals, CRM action plans, lead handling strategies, and management processes; all designed to maximize your people, processes, and technology! ➼ Bradley On Demand: The automotive industry's most powerful Interactive Training, Tracking, Testing, and Certification Platform. With LIVE virtual classes and access to a library of over 9,000 on-demand training modules, Bradley On Demand gives your dealership the tools to dominate every department: Sales, Internet, BDC, CRM, Phone, and Leadership. From sharpening individual skills to elevating entire teams, this platform ensures your people are trained, tested, and certified for maximum success. Equip your dealership to sell more cars, more often, and more profitably with Bradley On Demand!

RIMS ERM Global Award of Distinction 2025 Winner Sadig Hajiyev — Recorded live from the RIMS ERM Conference in Seattle!

Lawyer Talk Off The Record

Play Episode Listen Later Nov 25, 2025 23:44

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. In this episode, Justin interviews Sadig Hajiyev, SOCAR Türkiye, Risk & Compliance Group Director, about SOCAR Turkiye and winning the RIMS ERM Global Award of Distinction. Sadig speaks of their ERM transformation that shifted SOCAR Türkiye from a compliance-oriented approach to an integrated, strategy-driven system, and a pivotal change. Sadig explains how they keep the ERM cohesive for business leaders, enabling decision-making. Sadig comments on external shocks that pressure-tested the program, showing the organization's true resilience and how it adapted its ERM approach. He speaks of one innovation with the biggest measurable impact. Justin and Sadig discuss SOCAR Türkiye's maturity jumping from a level-3 "repeatable" program to a level-5 "leading practice" in just a few years, supported by both the RIMS RMM and internal surveys, and how they are sustaining that momentum, having reached the top tier. Listen for words of wisdom and encouragement for risk practitioners. Key Takeaways: [:01] About RIMS and RIMScast. [:17] About this episode of RIMScast. Our guest today is Sadig Hajiyev. He is the Risk & Compliance Group Director for SOCAR Türkiye, and he was one of two recipients of the RIMS Global ERM Award of Distinction. [:47] We will talk about the unique characteristics of his ERM Program and his unique risk philosophies. But first… [:55] The next RIMS-CRMP-FED Exam Prep with AFERM will be held on December 3rd and 4th. The next RIMS-CRMP Exam Prep with PARIMA will be held on December 4th and 5th. These are virtual courses. [1:12] Links to these courses can be found through the Certifications page of RIMS.org and through this episode's show notes. [1:19] RIMS Virtual Workshops! "Managing Data for ERM" will be led again by Pat Saporito. That session will start on December 11th. Registration closes on December 10th. RIMS members always enjoy deep discounts on the virtual workshops. [1:38] The full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's notes. [1:50] The RIMS CRO Certificate Program in Advanced Enterprise Risk Management is hosted by the famous James Lam. This is a live, virtual program that helps elevate your expertise and career in ERM. [2:02] You can enroll now for the next cohort, which will be held over 12 weeks from January through March of 2026. Registration closes on January 5th. Or Spring ahead, and register for the cohort that will be held from April through June of 2026. Registration closes on April 6th. [2:22] Links to registration and enrollment are in this episode's show notes. [2:27] This episode was recorded at the RIMS ERM Conference 2025. We've covered a lot of ERM ground in the last few episodes, and for those who want to catch up, I've included a link to the RIMS ERM Special Digital Edition of Risk Management magazine in this episode's notes. [2:50] RIMScast ERM coverage is linked as well. Enhance your ERM knowledge with RIMS. [2:56] On with the show! This special episode was recorded live from Seattle at the RIMS ERM Conference 2025. [3:05] It was one of the best-attended ERM Conferences in RIMS history, with hundreds of ERM practitioners and students from around the world connecting, learning, and celebrating. [3:17] In RIMS tradition, we awarded the RIMS Global ERM Awards of Distinction. This year, there were two winners, one of which was SOCAR Türkiye, a pioneering energy company based in Turkey. The company's ERM program wowed our judges. [3:34] Accepting the award is Sadig Hajiyev. He is the Risk & Compliance Group Director. As you will hear, he took the ERM Program to the next level. Since we were in person, it was the perfect time to sit down and speak with him after receiving his award. [3:49] We're going to learn all about the program and Sadig's unique risk philosophies. Let's get to it! [3:53] Interview! Sadig Hajiyev, welcome to RIMScast! [4:18] Sadig says winning the award is a great feeling! Knowing someone here understands the value of the ERM Program and appreciates it is great! He shared photos and his reflections with his organization and got many congratulations, even though it was almost midnight in Turkey! [5:09] Saig explains that SOCAR is a global company, based in Azerbaijan, with more than 100K people working in Turkey. They have refineries and petrochemical facilities working together. They are also in the energy trading business. They have terminals. [5:34] They have multiple sectors, including fiber optic cables. They are doing so much in Turkey. SOCAR Türkiye is the biggest single-point investment in the history of Turkey, worth around $20 billion U.S. [6:01] Sadig's department is 15 people, including compliance professionals. They have a resource pool of experts and allocate teams as needed. [6:16] In 2022, SOCAR Türkiye shifted from a compliance-oriented approach to an integrated, strategy-driven system. [6:29] SOCAR Türkiye does international business. It is highly dependent on international trade regulations, especially trade sanction regulations. Being compliant is not sufficient for SOCAR Türkiye. Sadig says sanction regulations are very dynamic, and you should be adaptive to them. [6:57] Sadig says adaptation should be risk-based. At that time, SOCAR Türkiye started to implement risk-based compliance studies and approaches to make healthier decisions. They understood that it was the right decision. [7:21] SOCAR Türkiye has a modular ERM framework that spans Scenario Analysis, Risk and Control Self-Assessments (RCSAs), Regulatory Attestation Cycles, the ISO 22301, and the Resilience Maturity Model. [7:42] Justin asks how Sadig keeps them cohesive and digestible so that his leaders in SOCAR know that ERM is enabling decision-making. Sadig says it's not easy. They all met the needs that came up. [8:14] The risk leader needs to understand the context of the company. Being very close to the first line, Sadig does not believe there is value in going to the C-Suite and asking what they expect of risk management. They have no idea. [8:33] Sadig says it's more important to have a smooth discussion with them. At that point, the skill of the risk manager comes in to understand the context there and find out what would work best for this need. By that, you are supporting the company's decision-making. [9:05] Sadig is a boxer. He keeps telling his team that risk management shouldn't be very friendly. Conversations shouldn't be easy or enjoyable. Discussions should be disruptive. Sadig risk is the department asking, if zombies are coming and invading our vault, what will happen? [9:47] Risk leaders are the ones at the table to trigger those discussions and have the tough conversations. At that time, a leader's personality and personal brand are important. Managers should understand you are not doing it just to disrupt. [10:08] You are doing it for the company's sake, to make the decision-makers consider all the aspects, risks, threats, and opportunities. [10:43] SOCAR Türkiye faced significant external shocks in the last couple of years: security incidents, sanctions, and energy price volatility that pressure tested the ERM Program, but the company demonstrated resilience. [11:11] Each of these incidents had its own dynamics that made the ERM Program learn or find a way to adapt. [11:29] Turkey is a country with a very diverse range of uncertainties: political, economic, and geographical. The oil and gas sector is under pressure from international regulations, the climate, and more. There are so many issues going around. [11:51] Facing real-time instances can be disruptive and impactful on daily business. The most important thing is the ability to adapt. It's the top management's job to adapt. Risk management is about the future. If something happens, risk management is there to support. [12:23] Quick Break! RISKWORLD 2026 will be held from May 3rd through the 6th in Philadelphia, Pennsylvania. RISKWORLD attracts more than 10,000 risk professionals from across the globe. It's time to Connect, Cultivate, and Collaborate wth them. Booth sales are open now! [12:45] Registration is open for RIMS members now, as well. General registration and speaker registration will open on December 3rd. [12:53] Links are in this episode's show notes, and this year, when you purchase one Full-Conference Pass by December 2nd, you can add a second Full-Conference Pass at 50% off, through December 31st. [13:07] When an eligible member selects a Full-Conference Pass while registering online, a Promo Code will be generated on the Review step of the registration form. [13:05] This code will also be included in the Confirmation Email. It may be shared with a second eligible member from the same company or same email domain, and receive that 50% discount. Bring a colleague for 50% off. This is available to organizational and individual RIMS members. [13:32] Links are in this episode's show notes. [13:35] Let's Return to My Interview with 2025 RIMS ERM Global Award of Distinction Winner Sadig Hajiyev! [13:46] Justin speaks of SOCAR Türkiye's impressive innovations, dynamic risk appetite metrics tied to EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization), an AI Geopolitical Scenario Engine, and a Resilience Scorecard linked to Capital Allocation. [14:10] Justin says he thinks all of this helped drive SOCAR Türkiye's nomination to the winning category. Justin asks which one brought the biggest measurable impact. [14:20] For the biggest financial result, Sadig says it was the assumption studies SOCAR Türkiye implemented to its financial projection. Sadig believes risk managers look at a range of values. [14:50] Sadig says, like quantum physics, it's not one or zero. It can be one or zero in different contexts and times. The assumption studies proved that, in context, for a set point of time, a long-term financial projection is useless. Sadig focuses on short-term targets and planning. [15:21] Sadig says short-term planning is annual to less than five years. Sadig believes the assumption studies had a measurable financial impact. [15:34] Justin notes that SOCAR Türkiye's Maturity jumped from a Level 3 Repeatable Program to a Level 5 Leading Practice in just a few years, supported by the RIMS Risk Maturity Model and internal surveys. [15:53] Justin asks what cultural or leadership behaviors Sadig believes were essential to achieving that Level 5 performance. Sadig says it is prioritization. They have a well-developed metric to model, mostly inspired by the RIMS Maturity Model, with tailored components added. [16:29] Sadig says SOCAR Türkiye conducts a biannual Maturity Survey with its target audience, the risk champions, decision-makers, and C-Suite. [16:41] The SOCAR Türkiye ERM Program defined its Maturity Model with the participation of an external auditor. They were missing the implementation of the GRC Platform, the digitalization of the whole system, strategy embedding, and risk-based budgeting. [17:04] The ERM Program prepared a roadmap to link up with the GRC Platform, implemented the roadmap, and defined the latest state as a fixed level. [17:27] Having achieved the top tier, the ERM Program is still chasing new things to do. Now, they are focusing first on incident management and second on captives. [17:46] For incidents, it's easy to collect information based on the declaration, but Sadig is dreaming about eliminating the human factor from incident recording to have a very objective and transparent information base. [18:03] The ERM Program has already worked on it to link the incident information to the risk assessment. This can automate the risk assessment based on the incident results or impacts. [18:18] The next step is finding how to monetize the maturity level of risk management. This idea brought SOCAR Türkiye to implement captives. [18:37] SOCAR Türkiye has a tremendous amount of budget allocated to insurance. They can rely on, to a certain threshold, the ability to manage risks in a controlled environment, in the effort to optimize their insurance program and budget. Captives are the future. [19:07] Justin comments that the RIMS 2025 Risk Manager of the Year is the Captive Manager for her organization, Hyatt. The trend is that a lot of people are going toward captives to self-insure. It can be a revenue generator. [19:27] Sadig adds that the move to captives is not just to put risk management in more of a position of strategy or as a budget supporter. It's because of the risk environment. There are new risks emerging and evolving. [19:46] Sadig believes these new risks will be uninsurable in the near future because of AI and new cyber risks. The insurance sector is not able to adapt quickly enough to create a pool to insure the risk all around the world. The responsibility will stay with companies and captives. [20:31] Sadig's final words on the value of ERM: Risk managers in the company are the only people who take the future in a systematic way. The future is always important, never urgent, but when it comes, it's already here. [20:49] The board and the C-Suite rely on risk managers to be able to have better insight before the future comes. [21:03] Justin says teşekkürler (thanks)! It's been a real pleasure to meet you, and congratulations again! [21:11] Special thanks again to Sadig Hajiyev for joining us here on RIMScast. This episode was produced live on-site at the RIMS ERM Conference in Seattle. Our coverage of the RIMS ERM Conference will continue in the next installment of RIMScast with two interviews in one episode! [21:28] Be sure to visit the RIMS LinkedIn page for all sorts of photos, videos, and coverage of this fantastic event! We had a great time, and we look forward to seeing you next year in Washington, D.C., for the RIMS ERM Conference 2026. [21:44] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [22:13] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [22:31] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [22:48] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [23:05] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [23:19] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [23:31] Practice good risk management, stay safe, and thank you again for your continuous support! Links: RIMS-CRO Certificate Program In Advanced Enterprise Risk Management | Jan‒March 2026 Cohort | Led by James Lam RISK PAC | RIMS Advocacy | RIMS Legislative Summit SAVE THE DATE — March 18‒19, 2026 RIMS-Certified Risk Management Professional (RIMS-CRMP) RISKWORLD 2026 Registration — Open for Members! Reserve your booth at RISKWORLD 2026! The Strategic and Enterprise Risk Center RIMS Diversity Equity Inclusion Council RIMS Risk Management magazine | Contribute RIMS ERM Special Edition 2025 RIMS Now SOCAR Türkiye Upcoming RIMS Webinars: RIMS.org/Webinars Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP-FED Exam Prep with AFERM Virtual Workshop — December 3‒4 RIMS-CRMP Exam Prep with PARIMA — December 4‒5, 2025 Full RIMS-CRMP Prep Course Schedule "Leveraging Data and Analytics for Continuous Risk Management (Part I)" | Dec 4. See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops Related RIMScast Episodes: "Risk Rotation with Lori Flaherty and Bill Coller of Paychex" "Energizing ERM with Kellee Ann Richards-St. Clair" "AI and the Future of Risk with Dan Chuparkoff" (RIMS ERM Conference Keynote) "Talking ERM: From Geopolitical Whiplash to Leadership Buy-In" with Chrystina Howard of Hub "Shawn Punancy of Delta Flies High With ERM" "Tom Brandt on Growing Your Career and Organization with ERM" "James Lam on ERM, Strategy, and the Modern CRO" "Risk Quantification Through Value-Based Frameworks" Sponsored RIMScast Episodes: "Secondary Perils, Major Risks: The New Face of Weather-Related Challenges" | Sponsored by AXA XL (New!) "The ART of Risk: Rethinking Risk Through Insight, Design, and Innovation" | Sponsored by Alliant "Mastering ERM: Leveraging Internal and External Risk Factors" | Sponsored by Diligent "Cyberrisk: Preparing Beyond 2025" | Sponsored by Alliant "The New Reality of Risk Engineering: From Code Compliance to Resilience" | Sponsored by AXA XL "Change Management: AI's Role in Loss Control and Property Insurance" | Sponsored by Global Risk Consultants, a TÜV SÜD Company "Demystifying Multinational Fronting Insurance Programs" | Sponsored by Zurich "Understanding Third-Party Litigation Funding" | Sponsored by Zurich "What Risk Managers Can Learn From School Shootings" | Sponsored by Merrill Herzog "Simplifying the Challenges of OSHA Recordkeeping" | Sponsored by Medcor "How Insurance Builds Resilience Against An Active Assailant Attack" | Sponsored by Merrill Herzog "Third-Party and Cyber Risk Management Tips" | Sponsored by Alliant RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Kristen Peed! RIMS Events, Education, and Services: RIMS Risk Maturity Model® Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information. Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts. Have a question or suggestion? Email: Content@rims.org. Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn. About our guest: Sadig Hajiyev, Risk & Compliance Group Director, SOCAR Türkiye Production and engineering provided by Podfly.

Why Can TSA Search You Without Probable Cause? | Lawyer Talk Q&A

Play Episode Listen Later Nov 24, 2025 5:45 Transcription Available

If you've ever felt weird about being stopped after clearing security, or just want to know what your rights really are at the airport, this episode's got you covered.Why can TSA just pull you aside at the airport and dig through your bags, even if you haven't done anything suspicious? Steve Palmer and Troy Hendrickson are tackling this head-on, starting with a listener's YouTube question that gets right to the heart of the TSA search dilemma.Steve breaks down the difference between actual searches that need legal justification and those “consensual encounters” we all sign up for when we choose to fly. The conversation gets into legal stuff like the Fourth Amendment, airport security policies, and an old Supreme Court case (Florida v. Royer) that spelled out where the lines are drawn.Here are 3 key takeaways from their discussion:Consent is Everything: When you purchase a ticket and enter the airport, you're essentially consenting to the TSA screening process. As Steve explains, you can always choose not to fly, but once you step into the process, searches are part of the deal.Not All Searches Are Equal: The courts (notably Florida v. Royer) distinguish between consensual encounters and those that require Fourth Amendment justification. Routine TSA screenings are generally considered consensual, but more targeted detentions (like pulling someone into a room) can cross the line into requiring probable cause.Police & TSA Can't Collaborate for a Pretext: Law enforcement can't use TSA procedures to skirt constitutional protections. If they use airport security as a cover to target someone they couldn't otherwise search, that becomes a Fourth Amendment issue.Got a question you want answered on the podcast? Call 614-859-2119 and leave us a voicemail. Steve will answer your question on the next podcast!Submit your questions to www.lawyertalkpodcast.com.Recorded at Channel 511.Stephen E. Palmer, Esq. has been practicing criminal defense almost exclusively since 1995. He has represented people in federal, state, and local courts in Ohio and elsewhere.Though he focuses on all areas of criminal defense, he particularly enjoys complex cases in state and federal courts.He has unique experience handling and assembling top defense teams of attorneys and experts in cases involving allegations of child abuse (false sexual allegations, false physical abuse allegations), complex scientific cases involving allegations of DUI and vehicular homicide cases with blood alcohol tests, and any other criminal cases that demand jury trial experience.Steve has unique experience handling numerous high-publicity cases that have garnered national attention.For more information about Steve and his law firm, visit Palmer Legal Defense. Copyright 2025 Stephen E. Palmer - Attorney At Law Mentioned in this episode:Circle 270 Media Podcast ConsultantsCircle 270 Media® is a podcast consulting firm based in Columbus, Ohio, specializing in helping businesses develop, launch, and optimize podcasts as part of their marketing strategy. The firm emphasizes the importance of storytelling through podcasting to differentiate businesses and engage with their audiences effectively. www.circle270media.com

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A Simple 4-Step Method for Handling Conflict Without the Drama

The Floral Hustle

Play Episode Listen Later Nov 24, 2025 11:21

Conflict is one of the hardest parts of running a business, being in community, and honestly—being a human. In this episode, Jenna breaks down a healthy, grounded, four-step framework for having hard conversations without spiraling into anger, passive-aggressiveness, or resentment. After witnessing multiple conflict blowups in a single week, she wanted to share the exact method she personally uses (and teaches) to approach conflict with clarity and compassion.Most people avoid conflict because they're afraid of how the other person will react. But conflict doesn't have to be chaotic or destructive. In fact, when handled well, it can strengthen relationships, clean up misunderstandings, and create a healthier foundation in both your personal life and your business.Jeni walks you through:✨ The 4-Step Conflict FrameworkLead with how you feltWhy starting with your emotional experience (not accusations) sets the tone for a productive conversation.Share the behavior or situation you observedHow to frame what happened without blaming, attacking, or assuming intent.Invite their perspectiveThe importance of listening, seeking clarity, and truly hearing how they understood the situation.Collaborate on “How can this feel good for both of us?”The step most people skip—and why it's the actual key to resolution and long-term trust.Jeni also shares insights on:The exhaustion of carrying angerWhy passive aggression (hello, Minnesota!) doesn't get you anywhereWhen conflict patterns show you it's time to walk away from a relationshipThe importance of emotional self-regulation, especially as a leaderThe only two things you ever truly have control over in a conflict: how you feel and how you reactThis episode is an invitation to hold your power, speak honestly, and build relationships based on truth—not assumption. Whether you're navigating conflict with a client, coworker, partner, or friend, this simple process will help you approach the conversation with confidence and compassion.

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384: How Gaby Proctor Discovered the Value of Teamwork to Thrive in Real Estate and Life

Podcast Junkies

Play Episode Listen Later Nov 21, 2025 57:13 Transcription Available

How to Win at the Game of Business: Financial Advisor Coaching 2025

game coaching invite financial advisors collaborate

Play Episode Listen Later Nov 21, 2025 20:54

Have you ever thought about what really changes for Financial Advisors when they stop seeing this as a job and start seeing it as a game they're meant to win? In this episode, I break down why framing your role as a game gives you the freedom to take risks, embrace failure, and build momentum year after year in what can truly be a 50-year career. I'll walk you through how playing “the long game,” improving your skills, and adapting your strategies over time can create the economic abundance and time freedom most advisors never realize is possible.

Episode 113: A New Way to Collaborate, Network, and Fuel Innovation in Biotech with BLPN

Bio from the Bayou

Play Episode Listen Later Nov 19, 2025

Are you tired of competition and struggling to find collaborators in biotech? In this episode, returning host Patrick Reed, RTTP, talks with Christiaan Engstrom, MBA, Founder and CEO of BLPN, a member-led club connecting life science dealmakers with one goal: helping each other succeed. Christiaan shares how BLPN has built a thriving community where collaboration, mentorship, and trust come first — creating opportunities that go far beyond business cards and conference booths. In this episode, you'll discover: How a simple mantra — “Find someone to help, repeat” — is reshaping biotech networking. Why connection, not competition, is the key to sustainable industry growth. How leaders can strengthen regional biotech ecosystems and bring coastal innovation energy inland. Tune in to learn how genuine collaboration can transform biotech partnerships – and why the most powerful deals start with helping someone else. Links: Connect with Christiaan Engstrom, MBA, and check out BLPN. Connect with Patrick Reed, RTTP, and learn about Auburn University IPX. Learn about Tulane Medicine Business Development and the School of Medicine. Connect with James Zanewicz, JD, LLM, RTTP, and Tamika Jackson. Check out JPM, BioAlabama, and The Beautiful Way Foundation. Connect with Ian McLachlan, BIO from the BAYOU producer. Check out BIO on the BAYOU. Learn more about BIO from the BAYOU - the podcast. Bio from the Bayou is a podcast that explores biotech innovation, business development, and healthcare outcomes in New Orleans & The Gulf South, connecting biotech companies, investors, and key opinion leaders to advance medicine, technology, and startup opportunities in the region.

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EP 11:11 Stop Winging It: The Art of Exceptional One-on-Ones for Automotive Managers

The People Managing People Podcast

Play Episode Listen Later Nov 18, 2025 59:28

In this insightful episode of the Millionaire Car Salesman Podcast, hosts Sean V. Bradley and LA Williams delve into the art and science of crafting effective one-on-one sessions between managers and employees in the automotive industry. They discuss the critical role these meetings play in nurturing dealership success and building robust professional relationships. "People will forget what you did, they'll forget what you said, but they'll never forget how you made them feel." - LA Williams Tackling misconceptions and common mistakes, Bradley and Williams underline the transformative potential of well-strategized one-on-ones, emphasizing the responsibility of managers to provide the necessary resources and support to their teams! "In management, one of the number one things you can do is prepare." - LA Williams This episode serves as a guide for managers, offering a structured process to facilitate personal, professional, and team development! Using a variety of training models, Sean and LA advocate for a comprehensive approach to team building that transcends traditional methodologies. This episode is a rich resource packed with tips on achieving stellar performance through targeted motivation and strategic guidance! Key Takeaways: ✅ Understanding and implementing various types of training, skill path, professional, personal, and team building, are essential for a manager's toolkit. ✅ Effective one-on-one sessions require preparation, consistency, and an understanding of each team member's learning style and personal motivations. ✅ Managers must construct a "SWOT" analysis for each team member, identifying strengths, weaknesses, opportunities, and threats to maximize potential. ✅ Setting clear objectives through coordinated projections and forecasting can significantly improve individual and team performance in dealerships. ✅ Building strong, trust-based relationships within teams fosters a culture of interdependence, crucial for long-term success in the automotive industry. About Sean V. Bradley Sean V. Bradley is a renowned expert in the automotive sales industry, currently serving as the President of Dealer Synergy. With over 27 years of experience, Sean is also a certified CSP and a best-selling author of "Win the Game of Googleopoly." Known for his innovative strategies in lead management and CRM, Sean has been a key influence in transforming car dealerships across the nation, making him a sought-after consultant and trainer in automotive sales. About LA Williams LA Williams is the Vice President at Dealer Synergy and the co-creator of the Millionaire Car Salesman Podcast. Known as the "Blind Master" for his unique perspective and insights, LA has a history of excellence in leveraging technology and training methodologies to increase sales and efficiencies in car dealerships. Mastering One-on-Ones: The Ultimate Guide for Automotive Leaders Understanding the dynamics of effective leadership in the automotive industry can transform the way managers interact with their teams, improving productivity and nurturing employee satisfaction. This article delves into strategies managers can utilize to enhance one-on-one sessions with their subordinates. Here's how to develop managerial skills that inspire and empower. Key Takeaways Leadership is Service: Your role as a manager is not just to manage tasks but to support, inspire, and develop the team around you. Personalization and Preparation in One-on-Ones: Tailor your approach to each individual based on their unique strengths, learning styles, and motivational triggers. Continuous Feedback and Growth: Consistently evaluate and reconcile projections and actual performance to encourage ongoing development. Leadership as a Service to Your Team In today's fast-paced automotive landscape, the role of a leader transcends traditional boundaries of direction and oversight. It's about providing every conceivable resource for team success, from emotional to technical support. Sean V. Bradley insightfully points out that "a manager's job is literally defined in my opinion as…to provide all of the resources that my team is going to need." Transforming Managerial Role Managers often adopt an authoritarian style, dictating without understanding team dynamics. The transcript challenges this narrative, emphasizing the value of empathy and understanding in leadership. By adopting a servant-leadership mindset, managers can "coach, mentor, teach, inspire, lead, and train," fostering an environment where employees thrive. "You get to do this. You are a manager. You get the opportunity to coach, mentor, teach, inspire, lead, and train a human being," Bradley asserts. Impact on Team Culture Adopting such strategies transforms team cultures, enhancing how team members interact internally and with customers. A working environment characterized by high morale and effective communication will naturally yield better results. Moreover, it ensures higher retention rates, with employees feeling valued and understood—a crucial asset amidst the high turnover rates plaguing the industry. The Art of Personalization and Preparation in One-on-Ones Preparation marks the fine line between a productive one-on-one and a mundane meeting. It's not just about showing up with a checklist but about tailored engagement. Managers like Sean emphasize the importance of knowing your team members on a deeper level—what motivates and challenges them. Creating a Comprehensive Employee Profile A pivotal aspect of efficient one-on-ones is crafting personalized employee profiles. Sean advises, "Create a personalized profile. I want to know about my subordinates; I want to know your home situation, your hobbies, and what's important to you." Understanding personal motivations and struggles allows managers to customize their support and development strategies, enhancing engagement and improving performance. Tailoring Communication and Feedback Success lies in adaptation and personalization. For instance, adapting communication strategies based on individual team members' learning styles—whether they are kinesthetic or auditory learners—ensures that feedback and instruction resonate effectively. "Seek first to understand and then to be understood," Bradley suggests, highlighting the importance of communication tailored to personal needs. Continuous Feedback and Growth Through Iterative Projections Effective managers excel at steering their team towards continuous growth by understanding and evaluating performance iteratively. Sean notes that "there needs to be a tracking system. Your salespeople should be tracking…what type? Am I taking a walk-in up?" Such methodologies help in identifying trends and areas needing improvement. The Power of Projections and Reconciliation Forward-planning complemented by effective back-tracking is key to sustained progress. Managers need to emphasize clarity in projections and consistency in follow-through. "Help him establish his vision board…if your why is so important, what you have to do is not going to matter," Bradley explains, articulating the need for motivational alignment with practical goals. Bridging Gaps through Insightful Reconciliation Reconciliation between projected and actual outcomes ensures actionable feedback loops. This involves dissecting deviations, recognizing patterns, and recalibrating goals. A manager's ability to "reconcile with him…what their projected and forecast was basically with their actual results" empowers employees, encouraging accountability and learning. Realizing the Potential of Effective Management Equipped with insight and strategies, managers now have the tools to transform how they conduct one-on-ones. By adopting a leadership model focused on service, personalization, and continuous feedback, these interactions can meaningfully enhance team dynamics and productivity. Embrace these principles to inspire, nurture, and lead your automotive teams into a future defined by progress and innovation. This strategic alignment between leadership vision and practical execution fosters an environment where continual improvement is not simply encouraged, but truly becomes second nature, paving the way for sustained success and satisfaction across the board. Resources + Our Proud Sponsors: ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry with over 29,000 members worldwide. Collaborate with automotive professionals, learn the best industry practices, and connect with top mentors, managers, and sales leaders. Join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: The automotive industry's #1 Sales Training, Consulting, and Accountability Firm. With over 20 years of proven success, Dealer Synergy has helped dealerships nationwide build high-performing Internet Departments and BDCs from the ground up. Our expertise includes phone scripts, rebuttals, CRM action plans, lead handling strategies, and management processes; all designed to maximize your people, processes, and technology! ➼ Bradley On Demand: The automotive industry's most powerful Interactive Training, Tracking, Testing, and Certification Platform. With LIVE virtual classes and access to a library of over 9,000 on-demand training modules, Bradley On Demand gives your dealership the tools to dominate every department: Sales, Internet, BDC, CRM, Phone, and Leadership. From sharpening individual skills to elevating entire teams, this platform ensures your people are trained, tested, and certified for maximum success. Equip your dealership to sell more cars, more often, and more profitably with Bradley On Demand!

How to Prepare Your Workforce to Lead and Collaborate with AI

Play Episode Listen Later Nov 18, 2025 43:09 Transcription Available

If you're looking for a quick how‑to on rolling out AI in your org and actually seeing adoption—not just flashy pilots—you'll want to stick with today's episode. Glen Cathey joins us to get real about what it takes to move from “hey, we launched a chatbot” to a workforce that defaults to AI, and why most companies trip themselves up at the starting line.We peel back the usual “let's train everyone” playbook and instead ask: what happens when leadership doesn't live what it preaches? How do you build habits, not just certifications? And how do you get everybody (yes, including your tenured folks) to think of AI as a real teammate instead of a toy? Expect a mix of hard truths, practical frameworks, and a few punches at our collective complacency.Related Links:Join the People Managing People community forumSubscribe to the newsletter to get our latest articles and podcastsConnect with Glen on LinkedInCheck out Randstad EnterpriseSupport the show

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Managing Risk, from Farm to Fork with Julie Anna Potts, Meat Institute CEO

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Play Episode Listen Later Nov 18, 2025 45:35

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society. In this episode, Justin interviews Julia Anna Potts, President and CEO of the Meat Institute, about her career, background, lifelong interest in agriculture and food, and how she joined the Meat Institute following a career in environmental law. The discussion covers the role of the Meat Institute in the food supply chain and how it serves member companies and the food industry in general, through its food safety best practices and a free online course, "The Foundations of Listeria Control." Julia reveals the Protein PACT initiative and explains how food safety relates to risk management with their shared values. She tells how meat processors are good community members. Listen for advice on the culture of safety and how it starts at the very top of the organization. Key Takeaways: [:01] About RIMS and RIMScast. [:17] About this episode of RIMScast. We will be joined by Julia Anna Potts, the CEO of the Meat Institute. We'll discuss food safety and education, and risk frameworks that the Institute uses to ensure that our food and supply chains are clean. But first… [:47] The next RIMS-CRMP-FED Exam Prep with AFERM will be held on December 3rd and 4th. The next RIMS-CRMP Exam Prep with PARIMA will be held on December 4th and 5th. These are virtual courses. [1:03] Links to these courses can be found through the Certifications page of RIMS.org and through this episode's show notes. [1:11] RIMS Virtual Workshops! On November 19th and 20th, Ken Baker will lead the two-day course, "Applying and Integrating ERM." [1:24] "Managing Data for ERM" will be led again by Pat Saporito. That session will start on December 11th. Registration closes on December 10th. RIMS members always enjoy deep discounts on the virtual workshops. [1:40] The full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's notes. [1:52] This episode is released on November 18th, 2025, Day Two of the RIMS ERM Conference in Seattle, Washington. We've covered a lot of ERM ground in the last few episodes. For more ERM, click the link to the RIMS ERM Special Edition of Risk Management magazine in the notes. [2:18] RIMScast ERM coverage is linked as well. Enhance your ERM knowledge with RIMS! [2:24] On with the show! Our guest is Julie Anna Potts. She is the President and CEO of the Meat Institute. She leads the Institute in implementing programs and activities for the association. [2:38] She is an agricultural veteran, previously serving the American Farm Bureau Federation as its Executive Vice President. [2:47] With Thanksgiving coming up next week in the U.S., I thought this would be a great time on RIMScast to talk about food safety, food production, and what another not-for-profit is doing to ensure the safety of our products and the speed and efficiency of our supply chain. [3:07] We're going to have a lot of fun and talk turkey, so let's get to it! [3:12] Interview! Julie Anna Potts, welcome to RIMScast! [3:27] Julie Anna Potts and RIMS CEO, Gary LaBranche, are both part of the Committee of 100 with the U.S. Chamber of Commerce in Washington, D.C. They get together with other association heads across industries. Julie Anna says it is very valuable. [3:44] Julie Anna and Gary were talking in the summer about food safety and about what the Meat Institute does, and Gary invited her to be on RIMScast. [3:57] Justin notes that it is the week before Thanksgiving in the U.S. Juliana says they are doing so much in Washington now, and food safety is always top-of-mind around the holidays. There are lots of turkeys and turkey products being sold in the United States. [4:45] Julie Anna says turkey is cultural for Thanksgiving, and poultry, and how you cook it and handle it in the kitchen is incredibly important for food safety. [5:01] Justin asks, Is fish meat? Julianna says fish is protein, but we don't classify it as meat or poultry. Justin wants to keep the argument going with his family at Thanksgiving. [5:31] Julie Anna says they have lots of arguments around the Meat Institute, like whether ketchup belongs on hot dogs. Julie Anna says the answer to that is no. [5:41] Julie Anna has been at the Meat Institute for a little over seven years. She came in as President and CEO. She has been in Washington for most of her career, since undergrad. She graduated from law school in D.C. and worked at a firm. [5:59] Julie Anna has been in agriculture, representing farmers for years. She went to the Senate as Chief Counsel of the Senate Agriculture Committee. She has been at the Meat Institute for the last seven years. [6:19] Food and agriculture have been central to Julie Anna's career and also to her family life. Her husband grew up on a farm. Julie Anna is two generations off the farm. [6:32] They love to cook, dine out, and eat with their children; all the things you do around the holidays, and gather around the Thanksgiving table. They have passed to one of their three children their love of food traditions. She's their little foodie. [6:52] Julie Anna has a career and a personal life that is centered around food. [7:11] The Meat Institute members are the companies that slaughter animals and do further processing of meat. They are in the supply chain between livestock producers and retail and food service customers. [7:35] To be a general member of the Meat Institute, you have to have a Grant of Inspection from the Food Safety Inspection Service of the USDA. The Federal Grant of Inspection is a requirement to be able to operate and to sell into the market. [7:56] When we look at the capacity we have at the USDA, in the last several months, we're not seeing a decline in capacity, but more emphasis on our Food Safety Inspection Service. [8:18] Through DOGE, voluntary retirements, through additional resources coming in with the One Big Beautiful Bill, and through recruiting, the Meat Institute is seeing its member companies have staffing, even through this government shutdown. They're considered essential, as always. [8:54] The Meat Institute was established in 1906 for the purpose of addressing food safety and industry issues. Those are Jobs One, Two, and Three, every day. The Meat Institute has all kinds of education it offers to its members. [9:15] The members of the Meat Institute have strong food safety programs. They have HASSA Plans and third-party audits. The Meat Institute helps any member company of any size, from 25 employees to global companies, with education on, for example, Listeria training. [9:53] The Meat Institute has just launched an online platform that has had great uptake. If you have associates in your business who have never had food safety training, for all levels of folks, there is online, free, and freely available training on how to deal with Listeria. [10:19] All the Meat Institute member companies have significant Food Safety staffing and Food Safety Quality Assurance Programs. Julie Anna praises the people throughout the industry who work in Food Safety for their companies. It's a life-or-death matter. [10:45] Food Safety staff are always seeking to become better, so the Meat Institute has a Food Safety Conference and Advanced Listeria Training (an in-person module). They interface with the regulators, who are partners with the Meat Institute in this. [11:14] The Meat Institute is always striving for better Best Management Practices across everyone's programs, which are never just the minimum. A philosophy of doing just what is compliant does not get you into the best space. [11:36] The Meat Institute is here to encourage Best in Class, always. Food Safety is non-competitive in the Meat Institute. Everyone across the different-sized companies, from 25 employees to 100,000, can feel comfortable sharing what's working for them. [12:06] That is important when it comes to conferences and other things they do. Let's be candid with each other, because nobody can get better if you're not. [12:17] The Meat Institute has seen cultural issues where CEOs don't think about Food Safety and Quality Assurance because they have great people taking care of it. That's true a lot of the time, until it isn't. [12:42] The tone that needs to be set at the very top of the organization is that this is hugely important for risk management. Hugely important for your brand and your ability to operate. [12:56] The Meat Institute board asked, if we are pushing culture down through the organization, what kinds of questions do I need to ask, not just my Food Safety Team, but everyone, and demonstrating my knowledge, understanding, and commitment to governance of this big risk? [13:31] The Meat Institute created a template of a set of questionnaires for executives. It is a C-Suite document and documentation. [13:47] It's a voluntary questionnaire for a CEO, regardless of company size, indicating that you understand how important this is in ensuring that everything that you push down through your organization, culturally, is focused on Food Safety. [14:05] The link to the Listeria Safety Platform is in this episode's show notes. [14:11] Justin says the structure of the Meat Institute is very similar to the structure of RIMS, with open communications and knowledge-sharing, or else the industry does not grow or improve. [14:27] Justin says it sounds like the industry executives are stepping up their game amid the tumult coming out of Washington. Julie Anna agrees. [14:47] Julie Anna says the Meat Institute has been driving that progress. It is incredibly important. Julie Anna thinks that in a lot of industries, there is a pull and tug between the companies and regulators. [15:07] In the case of meat and poultry inspection and what the Meat Institute does with FSIS, it is a collaboration. The inspectors verify for consumers what the companies are doing to keep food safe. [15:28] It is up to the company to decide how it is going to do this effectively and successfully and get better at it. [15:41] Numerous third parties do audits and help customers across the supply chain, but the responsibility rests with the companies. [15:59] The Meat Institute staff has highly technical people who come out of academia, out of the plant, having done FSQA, Legal, and safety regulations. There are folks who have been in inspection in the government at FSIS. [16:29] The Meat Institute has several staff whose job it is to stay on top of the latest improvements and ensure that everybody knows what those are, and in dialogue with our FSIS inspection leadership here in Washington, D.C. [16:46] The Meat Institute looks to FSIS to make sure that consumer confidence is there. It does nothing for our industry if consumers think that FSIS isn't being an effective regulator. [17:11] The Meat Institute companies have to be the ones that do more than the bare minimum to ensure they're doing the best they can. The Meat Institute's philosophy is always to push further and further. [17:25] There is an expense associated with that. The Meat Institute does its best to help manage that risk for its companies by giving them everything they need to be the best that they can be. [17:40] The Meat Institute has 36 employees. They are very transparent in the Food Safety world. They want non-members to take advantage of all their resources in Food Safety. A lot of the things they offer on education and regulations can be accessed without being a member. [18:14] The Meat Institute has recently joined an alliance to stop food-borne illness and is looking to get more engaged in that organization. That's across several segments, not just meat and poultry. [18:35] The Meat Institute has committed and re-committed over the years to the efforts it makes with its companies. The Meat Institute looks for its companies to be leaders in the Food Safety space. [18:53] Quick Break! The RIMS CRO Certificate Program in Advanced Enterprise Risk Management is our live virtual program led by the famous James Lam. Great news! A third cohort has been announced, from January through March 2026! [19:14] Registration closes January 5th. Enroll now. A link is in this episode's show notes. [19:22] Save the dates March 18th and 19th, 2026, for The RIMS Legislative Summit, which will be held in Washington, D.C. [19:31] Join us in Washington, D.C., for two days of Congressional Meetings, networking, and advocating on behalf of the risk management community. Visit RIMS.org/Advocacy for more information and updates and to register. [19:45] We've got more plugs later. Let's return to our interview with Meat Institute CEO Julie Anna Potts! [19:56] Julie Anna says a lot of our companies are also regulated by the FDA because they do further processing. For example, pizzas with pepperoni, or any number of mixed products that have both FDA and USDA regulatory personnel on site. [20:20] FSIS is, by far, more present and more in tune with what member companies are doing than the inspectors at the FDA. [20:30] Justin asks if restaurants can be members of the Meat Institute. There is a segment of membership called Allied Members, which includes restaurants and grocery stores. If they are not processors, but they are procuring meat and poultry for sale, they are in the meat industry. [21:09] The Meat Institute has had a great deal of interaction on many issues with its retail and food service customers. [21:25] Shortly after she joined the Meat Institute, Julie Anna was handed a mandate from the board to be proactive and lean in on the things consumers are interested in with an initiative to continue to maintain or rebuild trust. [21:48] These are things like food safety, animal welfare, environmental impact, and worker safety. They call this initiative Protein PACT (People, Animals, and the Climate of Tomorrow). Food Safety is front and center in Protein PACT. [22:13] The Meat Institute has a way of focusing its efforts through this lens of improvement in five areas that work together to reassure consumers. When they know that you're working on all these issues and trying to improve, it increases trust in all the above issues. [22:54] Retail and Food Service customers in the industry want to know more and more. They want to know upstream, what are you doing to get better? [23:05] They want to know how they can take the data that you are collecting anonymously and in the aggregate to communicate at the point-of-sale area to ensure that their customers, collectively, are getting what they need? [23:23] Julie Anna saw this recently at H-E-B, a popular grocer in Texas. Julie Anna walked through one of their huge, beautiful, newly renovated stores. The engagement the ultimate customer has is in the store, asking questions of the butcher. [24:07] It's wonderful to be able to say, If you have food safety concerns, we have a relationship that we can give you the knowledge you need to answer those concerns, and it's coming very consistently across the industry. [24:40] Justin asks, When the Meat Institute members lean in, are they leaning in at 85% or 93%? You'll only get ground beef jokes here, on RIMScast! Julie Anna says, it's all good. Justin says those kinds of jokes are called The Manager's Special. [25:17] One Final Break! RISKWORLD 2026 will be held from May 3rd through the 6th in Philadelphia, Pennsylvania. RISKWORLD attracts more than 10,000 risk professionals from across the globe. Guess what! Booth sales are open now! [25:37] This is the chance to showcase your solutions, meet decision-makers face-to-face, and expand your global network. Connect, Cultivate, and Collaborate with us at the largest risk management event of the year. The link to booth sales is in this episode's show notes. [25:53] Let's Return to the Conclusion of My Interview with Meat Institute CEO Julie Anna Potts! [26:16] Julie Anna was an environmental lawyer in private practice. Her work involved the Clean Water Act, the Clean Air Act, the National Environmental Policy Act, and Superfund. One of her clients was the American Farm Bureau Federation (AFBF). [26:42] When Julie Anna left the firm, she moved in as General Counsel to the AFBF, the largest general farm organization in the U.S. Besides environmental law, she worked there in lots of other types of law as General Counsel. [27:06] At the Meat Institute, Julie Anna collaborates with the AFBF. The ag sector in Washington, D.C., is very collaborative. The Meat Institute works closely with the National Cattlemen's Beef Association, the National Pork Producers Council, and the commodity groups. [27:35] Everybody is connected. If you are working on an animal issue, you're going into crop groups and animal health companies. The Meat Institute works with everyone. Their philosophy is, We all get better when we share knowledge. [28:03] That's the basis of the conversation Julie Anna and Gary LaBranche had in the summer about this podcast. The Meat Institute has resources it would love to share on the risk management of food safety issues. [28:20] The Meat Institute also knows consultants and other help outside of the meat industry that they can point people to, as needed. The Meat Institute would love to be a resource to the listeners of RIMScast. You can check out the contact information in the show notes. [29:02] Julie Anna is familiar with risk professionals. She serves on the board of Nationwide Insurance. Nationwide Agribusiness has Food Safety expertise. When Julie Anna practiced law, she worked with clients on helping them manage risk and assess potential outcomes. [30:09] Julie Anna says risk management is one of her favorite topics. How do you plan to recover from a flood after a hurricane? How do you plan for farm animal disease? There are now three animal disease outbreaks that are constantly on their minds at the Meat Institute. [30:31] The Meat Institute helps run tabletop exercises with its companies, sometimes involving government officials, as well. It's New World Screwworm to the South. It's High Path Avian Influenza, which has crossed over from poultry to dairy and beef cattle. [30:48] Julie Anna continues, We have African Swine Fever, which has not gotten to the United States, thank goodness! All of these require a certain level of preparedness. So we work on it as a policy matter, but we also need to operationalize what happens when this happens. [31:16] The pandemic is a good recent example of what happens when things fall apart. Member companies have a very limited ability to hold live animals if they're not going to slaughter. They don't have anywhere to go. [31:44] The pandemic was an example of what happens when something reduces capacity and the animals start backing up. It's incredibly important that things work. The pandemic was unimaginable to a lot of people. It tested our risk management models. [32:10] Once we were there, dealing with it, we had incredible adaptability to the circumstances we were facing. That only happens if you face certain problems every day to keep that plant running. For member companies, if the plants don't run, the animals don't have a place to go. [32:37] Farmers get a lower price for their animals, consumers have the perception that there's not going to be enough food, and there's a run on the grocery stores. During the pandemic, it righted itself really quickly, once we got some PPE, etc. in place, and some guidance. [32:59] The member companies relied heavily on the CDC to tell them how to get people in so the plants could run. It was difficult for everyone. Julie Anna thinks that we learned a lot from that experience on how to help your company troubleshoot in the moment to keep going. [33:37] Julie Anna addresses how PFAS issues are being handled. It's an EPA issue and a state's issue for regulations on packaging and recycling. The state issues are predominant. Environmental issues are being addressed at the state level. We could end with 50 regimes. [35:04] That's where there's more risk for the Meat Institute and its members, especially companies that sell nationwide. There is very little state regulatory work that the Meat Institute does directly. [35:26] The Meat Institute is examining how to utilize other resources to figure out, with a small staff, how to monitor and stay ahead of these things for our members. That's very much on their minds. The EPA's work has been swinging back and forth between administrations. [36:02] It's hard to convince a business of a good recommendation if the rules are going to change with the next administration. It's a problem of where to invest in things like measuring emissions and what to do to satisfy customers when the rhetoric changes dramatically. [37:04] Justin says we've had a different administration every four years for the last 16 years. He says if he were a business owner, he would do everything he could to make sure the water coming in and going out is clean to avoid verdicts. Nuclear verdicts are through the roof. [37:27] Julie Anna speaks of social inflation by juries wishing to send a message to big corporate entities. She says member companies are dealing with these issues all the time. What's the right amount of rulemaking for effluent limitation guidelines? [38:20] The Meat Institute had opposed what the Biden administration had proposed, given that the number of companies it estimated would not be able to stay in business was close to 80. The Trump administration has backed off and is leaving in place what was there before. [38:52] That's all part of the Federal policy debate in D.C. It does not diminish the commitment its members have to be good community members. They work in their communities. Julie Anna was just down in East Tennessee at a wonderful family company, Swaggerty Sausage. [39:16] They do water treatment. They are beloved in the community because of how they take care of people. They bring in pigs from North Carolina and turn them into sausage. Julie Anna met the fifth generation. He is eight months old. [39:40] Julie Anna had a great visit with people, understanding how their commitment to the environment and animal welfare, and the things they can show their community members that they are doing, works for them. Julie Anna saw how the sausage is made, Justin adds. [40:28] Justin says, You've been such a delight to speak with, and we've learned so much. Is this the busiest time of year for your members, with Thanksgiving coming up, the religious holidays coming up, and then New Year's? Are they keeping Safety at the top of their risk radar now? [40:59] Julie Anna says Our members, and we, keep Safety at the top of the risk radar every single day. It does not get harder during high-volume days. [41:15] There's a spike around Memorial Day, Fourth of July, and Labor Day. There's a lot more turkey happening around Thanksgiving and possibly Christmas, but certainly, hot dogs, hamburgers, sausages, brisket, and all kinds of things. It's cyclical. [41:49] Julie Anna wishes Justin could come into a plant with her, walk through, and see the number of times there are interventions for food safety. X-rays for foreign material. Sprays for certain types of pathogens, and the ways in which the hide is treated. [42:14] It is such a huge part, and they are so proud of what they do. They are happy to show anybody how we continue to hold that up as the most important thing. Worker Safety is also hugely important. We're talking about our humans and what we do to protect them. [42:42] Safety is really important, and it does not receive any less attention at busy times. [42:50] Justin says that's a great sentiment to close on. It has been such a delight to speak with you, and I'm so glad we had the chance to do this. It's going to be especially impactful now, just ahead of Thanksgiving and the religious holidays, and the New Year. [43:16] Special thanks to Julie Anna Potts of the Meat Institute for joining us here on RIMScast just ahead of Thanksgiving 2025. Links to the Meat Institute resources are in this episode's show notes, as is RIMS coverage of Food Safety and related topics. [43:34] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [44:02] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [44:20] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [44:38] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [44:54] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [45:09] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [45:21] Practice good risk management, stay safe, and thank you again for your continuous support! Links: RIMS-CRO Certificate Program In Advanced Enterprise Risk Management | Jan‒March 2026 Cohort | Led by James Lam RISK PAC | RIMS Advocacy | RIMS Legislative Summit SAVE THE DATE — March 18‒19, 2026 RIMS-Certified Risk Management Professional (RIMS-CRMP) Reserve your booth at RISKWORLD 2026! The Strategic and Enterprise Risk Center RIMS Diversity Equity Inclusion Council RIMS Risk Management magazine | Contribute RIMS Risk Management Magazine: "USDA Budget Cuts Present Food Safety Risks" (May 2025) Meat Institute Meat Institute — Foundations of Listeria Control RIMS Risk Management magazine ERM Special Edition 2025 RIMS Now Upcoming RIMS Webinars: RIMS.org/Webinars Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP-FED Exam Prep with AFERM Virtual Workshop — December 3‒4 RIMS-CRMP Exam Prep with PARIMA — December 4‒5, 2025 Full RIMS-CRMP Prep Course Schedule "Applying and Integrating ERM" | Nov 19‒20, 2025 | April 4, 2026 "Leveraging Data and Analytics for Continuous Risk Management (Part I)" | Dec 4. See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops Related RIMScast Episodes: "Recipes for Success with Wendy's CRO Bob Bowman" "Franchise Risks with Karen Agostinho of Five Guys Enterprises" "Risk Insight with AAIN Leadership and Panda Express" Sponsored RIMScast Episodes: Secondary Perils, Major Risks: The New Face of Weather-Related Challenges | Sponsored by AXA XL (New!) "The ART of Risk: Rethinking Risk Through Insight, Design, and Innovation" | Sponsored by Alliant "Mastering ERM: Leveraging Internal and External Risk Factors" | Sponsored by Diligent "Cyberrisk: Preparing Beyond 2025" | Sponsored by Alliant "The New Reality of Risk Engineering: From Code Compliance to Resilience" | Sponsored by AXA XL "Change Management: AI's Role in Loss Control and Property Insurance" | Sponsored by Global Risk Consultants, a TÜV SÜD Company "Demystifying Multinational Fronting Insurance Programs" | Sponsored by Zurich "Understanding Third-Party Litigation Funding" | Sponsored by Zurich "What Risk Managers Can Learn From School Shootings" | Sponsored by Merrill Herzog "Simplifying the Challenges of OSHA Recordkeeping" | Sponsored by Medcor "How Insurance Builds Resilience Against An Active Assailant Attack" | Sponsored by Merrill Herzog "Third-Party and Cyber Risk Management Tips" | Sponsored by Alliant RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Kristen Peed! RIMS Events, Education, and Services: RIMS Risk Maturity Model® Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information. Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts. Have a question or suggestion? Email: Content@rims.org. Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn. About our guest: Julie Anna Potts, CEO, The Meat Institute Production and engineering provided by Podfly.

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Friends collaborate to bring a graphic novel to film in "Always, Most of the Time"

The Daily Sun-Up

Play Episode Listen Later Nov 14, 2025 29:02

Director Victor Hogan II and Writer Alan Brooks talk talk about their collaboration on bringing Brooks's graphic novel to the screen with "Always, Most of the Time".See omnystudio.com/listener for privacy information.

30 Years of Financial Advisor Coaching Wisdom 2025 (Part 3)

ai strategy wisdom coaching invite financial advisors collaborate powerful tools

Play Episode Listen Later Nov 14, 2025 21:10

Have you ever wondered what separates advisors who build momentum year after year from those who feel like they're grinding without real progress? In this third and final installment of my three-part series, I share the core principles I've taught for over three decades, principles that help advisors grow faster, lead better, and excel in an industry that's changing more rapidly than ever. I break down why continuous learning, smart personal development, and managing your output instead of your hours are essential if you want to scale with purpose. I also explain why adaptability, especially with AI coming at us full force, will define who wins in the next chapter of our profession. What You'll Learn: How my “5% principle” can elevate both your skills and your confidence Why compressing your day and focusing on output lead to greater productivity How strong leadership and empowered teams create scalable success Timestamps: (06:08) How protecting your reputation strengthens every relationship in your business (09:53) Why setting a walk-away time eliminates wasted hours and bad habits (12:43) Why adaptability is your greatest advantage as the industry keeps changing (15:08) Why honest metrics matter more than effort when growing your business (16:16) Why micromanagement stalls growth and empowered teams accelerate it (18:34) How reflection and strategy create true leverage as you scale your success The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 25 years coaching only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. In my career, I have transformed 1,000's of advisors (below are video and written testimonials by many of them). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it's about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. I am going to coach you, teach you, inspire you, and train you all on your mobile device every business day. You are going to get better at business development, practice management, personal development, and your vision. Here is what you are going to get from me each month: - A 5-10 minute morning coach video each business day. - 3 training videos of 20-30 minutes each. This will be a deep dive into four areas I mentioned above. - A live group coaching session where you and I can interact and work together. Here is what you can do each month: - Post a question to me and I will answer it. - Collaborate and associate with like-minded advisors. - Invite other great advisors into the network. Your Bottom Line: Here is the deal. I am not going to ask you for a credit card. Like I said before, coaching is personality driven. You might not like my style or tactics. So with that in mind here is my offer to you. Complete the short form below. You will receive an email with detailed instructions on how to join the network for the next 14-days. I personally approve each submission so this might take a few hours or a day at the most. I will not ask for compensation of any kind during that 14-days. Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network. Get Your Free Access to the Powerful Tools, Strategies & Masterclass www.magellannetwork.net

Quantum partnerships and life extension in orbit.

T-Minus Space Daily

Play Episode Listen Later Nov 13, 2025 24:01

Voyager Technologies and Infleqtion have announced a strategic partnership to advance dual-use quantum technology in low-Earth orbit (LEO) and beyond. Xairos UK has been selected by Raymetrics and the European Space Agency (ESA) for the delivery of a Quantum Receiver for the Observatories to Optical Ground Stations project. SES and Infinite Orbits have signed an agreement for one geostationary satellite life extension mission, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is Dr. Saralyn Mark, MD, President of iGIANT. You can connect with Dr. Mark on LinkedIn and learn more about iGIANT on their website. Selected Reading Voyager and Infleqtion Partner to Launch Quantum Era in Space European Space Agency and Raymetrics Select Xairos as Subcontractor for ESA Project Newsflash: SES and Infinite Orbits to Collaborate in Europe's First Commercial Life Extension Mission SES, Relativity Space Expand Multi-Launch Agreement for Terran R SFL Missions Inc. Awarded Contract for Additional GHGSat Greenhouse Gas Monitoring Microsatellites BlueOrigin.com/Live NATO, Industry and Innovators discuss Arctic space security Cooperation with Vast in the Field of Space Technologies Established A giant inflatable bag could catch asteroids and space junk- CNN Share your feedback. What do you think about T-Minus Space Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Delegating Without the Drama: How to Find the Right VA and Finally Take Work Off Your Plate

Fox Talks Business Podcast

Play Episode Listen Later Nov 12, 2025 40:36

Stop trying to do it all — it's costing you more than you think. Most women entrepreneurs wait way too long to hire help because they're worried no one can do it "as well as they do." But here's the truth: you're not saving money by keeping control… you're just slowing your growth. In this week's episode, I sit down with Cathy Baillargeon, founder of a U.S.-based VA agency, to break down: ⚙️ What to delegate first (even if you're not "ready")

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EP 11:10 Spend Less, Sell More: The Strategy for Turning Leads into Buyers

Chalk and Ink: The Podcast for Teachers Who Write and Writers Who Teach

Play Episode Listen Later Nov 11, 2025 62:05

What if the hundreds of leads in your CRM aren't the opportunity you think they are? In this revealing episode of The Millionaire Car Salesman Podcast, Sean V. Bradley and LA Williams take a hard look at the reality of lead management in today's automotive industry. They unpack the costly truth behind what they call "dumb dealer math", where dealerships chase inflated numbers, waste money on poorly optimized lead sources, and mistake activity for true sales opportunities. "Your CRM is your central nervous system. It is not just a lead tool; it's your customer relationship management tool." - Sean V. Bradley Sean and LA dig deep into the difference between data that looks good and data that actually sells cars. They expose why metrics like SRPs and VDPs can be misleading, how poor CRM habits drain profits, and what really separates top-performing dealerships from the rest. "But as long as they (dealers) are making more money than they're spending, they think to themselves, I got other problems I got to deal with." - Sean V. Bradley But they don't stop there. The duo explores how smart dealers are diversifying their lead sources, leveraging proven partners like AutoWeb and CarsDirect, and building systems that turn leads into lifelong customers. If you've ever wondered why your lead volume isn't matching your results, or how to fix it, this episode will change the way you think about sales opportunities, metrics, and money in your dealership. It's not about getting more leads. It's about doing more with the ones you already have. Key Takeaways: ✅ Dealers often struggle with too many leads without an effective team or strategy to manage them, resulting in missed opportunities. ✅ Focusing solely on website metrics like SRPs and VDPs without actual lead conversion can lead to wasted resources and efforts. ✅ Proper planning, preparation, and training are crucial to overcoming common pitfalls in lead management and maximizing sales success. ✅ Diversifying lead sources through third-party providers can help dealerships attain a balanced, risk-minimized approach to lead acquisition and management. ✅ A well-integrated CRM system is essential for understanding prospects, meeting their expectations, and creating valuable customer relationships. About Sean V. Bradley Sean V. Bradley is a renowned expert in the automotive sales industry, currently serving as the President of Dealer Synergy. With over 27 years of experience, Sean is also a certified CSP and a best-selling author of "Win the Game of Googleopoly." Known for his innovative strategies in lead management and CRM, Sean has been a key influence in transforming car dealerships across the nation, making him a sought-after consultant and trainer in automotive sales. About LA Williams LA Williams is the Vice President at Dealer Synergy and the co-creator of the Millionaire Car Salesman Podcast. Known as the "Blind Master" for his unique perspective and insights, LA has a history of excellence in leveraging technology and training methodologies to increase sales and efficiencies in car dealerships. Maximizing Dealership Success: Unleashing the Power of Leads, Marketing, and CRM Strategies In the fast-paced world of automotive sales, success hinges on mastering the art of lead management, astute marketing strategies, and the effective use of CRM technology. Sean V. Bradley, CSP, and his insightful conversations with LA Williams underscore the urgent need for dealerships to refine these aspects for consistent growth. This article distills the core themes from their engaging discussion, highlighting how dealerships can transform potential challenges into opportunities. Strategic Lead Management: Pinpointing and capitalizing on quality leads rather than succumbing to distraction. Diverse Marketing Approaches: Balancing investment between the dealership's website and external lead sources to mitigate risk. Advanced CRM Integration: Leveraging CRM systems to optimize prospect engagement and relationship development. Strategic Lead Management In today's automotive industry, the ability to effectively manage leads is crucial. Sean V. Bradley's discussion about dealerships being overwhelmed with leads hits home for many. He describes a common scenario: "You guys have so many leads, so many buyers, and not enough people." Overwhelming lead volume without sufficient staff can result in missed opportunities and wasted resources. Bradley's advice on categorizing leads into existing prospects and carryover prospects is significant. He provides a vivid illustration of a common oversight: "If you have 1,000 fresh leads a month, you're not going to start the first day of the month with zero." Instead, dealerships should consider the cumulative effect of carryover leads. Creating a structured approach to handling these varying lead types ensures that sales teams don't become inundated and fail to capitalize on genuine sales potentials. The importance of preparation and understanding the buying cycle underscores the critical need for dealerships to adopt refined lead management strategies. As Bradley emphasizes, "The average buying cycle for a new car is 90 days." Knowing this, dealerships must adjust their follow-up processes to align with the customer's timeline, thereby maximizing conversion chances. Diverse Marketing Approaches A key theme reinforced by Bradley and Williams is the fallacy of putting all marketing funds into a dealership's website. Bradley cautions against such myopic strategies: "It makes no sense to spend a little bit of money on the website but spend a fortune on ads or crap that drives traffic." Instead, he advocates for a diversified marketing approach akin to a mutual fund strategy, where investments are spread across multiple lead sources to minimize risk and maximize exposure. This diversified strategy includes the use of third-party lead providers like AutoWeb and Cars Direct, which offer an attractive cost-benefit ratio. Bradley highlights this by noting, "You should be able, if you're brand new or you're underperforming, to handle about 80 to 100 fresh Internet leads max." This targeted approach ensures that dealerships can maintain lead quality while benefiting from a sustainable and predictable lead flow. Integrating different marketing facets, such as search engine optimization (SEO), pay-per-click (PPC) advertising, and social media campaigns, allows dealerships to reach a broader audience while retaining flexibility. This blend of strategies not only improves lead quality but also aligns marketing spending with tangible results. Advanced CRM Integration for Optimal Customer Engagement The integration of CRM technology in lead management cannot be overstated. A recurring theme in Bradley's discussion is the imperative for dealerships to leverage CRM systems as a central nervous system. With compelling clarity, he describes the potential of CRMs to enhance customer relationships from "inception of the prospect." A robust CRM system is more than just a tool for managing leads. It offers invaluable insights into customer behavior and preferences, enabling personalized communication strategies. Bradley advises on the strategic setup of CRMs: "It needs to be optimized the right way." This involves structuring automated emails, video messages, and task reminders to ensure that no lead is left unengaged. The synergy between CRM systems, human resources, and AI is especially transformative. Bradley explains, "Your CRM, your human resources, and your AI should all be designed and architected interdependently." This triad approach not only enhances operational efficiency but also cultivates deep customer relationships, ultimately driving sales and fostering long-term loyalty. Dealerships that embrace this comprehensive CRM strategy are better positioned to navigate the complexities of customer interactions, ensuring that every engagement is as personalized and impactful as possible. To truly thrive in the modern automotive landscape, dealerships must embrace a multi-faceted approach that integrates strategic lead management, diversified marketing practices, and advanced CRM solutions. By doing so, they can transform challenges into opportunities, ensuring sustained growth and customer satisfaction. As Bradley insightfully advocates, a dealership's success is significantly enhanced when it masters these key areas, preparing itself to meet and exceed customer expectations consistently. Resources + Our Proud Sponsors: ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry with over 29,000 members worldwide. Collaborate with automotive professionals, learn the best industry practices, and connect with top mentors, managers, and sales leaders. Join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: The automotive industry's #1 Sales Training, Consulting, and Accountability Firm. With over 20 years of proven success, Dealer Synergy has helped dealerships nationwide build high-performing Internet Departments and BDCs from the ground up. Our expertise includes phone scripts, rebuttals, CRM action plans, lead handling strategies, and management processes; all designed to maximize your people, processes, and technology! ➼ Bradley On Demand: The automotive industry's most powerful Interactive Training, Tracking, Testing, and Certification Platform. With LIVE virtual classes and access to a library of over 9,000 on-demand training modules, Bradley On Demand gives your dealership the tools to dominate every department: Sales, Internet, BDC, CRM, Phone, and Leadership. From sharpening individual skills to elevating entire teams, this platform ensures your people are trained, tested, and certified for maximum success. Equip your dealership to sell more cars, more often, and more profitably with Bradley On Demand!

Creators Who Collaborate

Play Episode Listen Later Nov 11, 2025 62:17

Send us a textToday's episode focuses on the joy of collaborating, accountability and finding the golden thread. You'll hear from the following fabulous creators: Carole Boston Weatherford, Jeffery Boston Weatherford, Rob Sanders, Ruth Behar, Andrew Hacket and Chris Baron. Our next chat will be Sunday, November 16th at 12 EST. If you want to join me, Tom Bober, Michelle Cusolito, Valerie Bolling, Cindy Jenson-Elliott, and René Colato Laínez, please fill out this form.Support the show

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Hardcore icons Henry Rollins and Ian Mackaye collaborate on a new music project, Guns N Roses former manager is suing the band, Dave Mustaine re-records Ride The Lightning & more! Week of 11/10/25

Rock News Weekly Podcast

Play Episode Listen Later Nov 10, 2025 21:58

Hardcore icons Henry Rollins and Ian Mackaye collaborate on a new music project, Wolfmother announce 2026 North American tour celebrating the 20th anniversary of their debut album, Guns N Roses former manager is suing the band saying they are blocking the release of his tell-all memoir, Dave Mustaine announces that he is re-recording Metallica's track ‘Ride The Lightning' on Megadeth's upcoming final album… PLUS ‘This Week in Rock & Roll History Trivia', Rock Birthdays, ‘The Best & Worst Rock Album Artwork of the Week' & much more!All of our links are up at www.rocknewsweekly.com every Monday, where you canCheck it out on 8 different platforms (including Amazon Audible & Apple/Google Podcasts)Watch us LIVE, chat with us & more…Every Sunday around 2pm PST @ https://www.twitch.tv/rocknewsweeklyWatch all of our videos, interviews & subscribe at Youtube.com/@rocknewsweeklyFollow us online:Instagram.com/rocknewsweeklyFacebook.com/rocknewsweeklyTwitter.com/rocknewsweeklyTikTok.com/@rocknewsweekly #HenryRollins #IanMackaye #GunsNRoses #DaveMustaine #Wolfmother #ThePolice #Sting3.0 #TheCure #Megadeth #AceFrehley #PaulRodgers #BadCo #Rock #News #RockNews #RockNewsWeekly #RockNewsWeeklyPodcast #Podcast #Podcasts #Metal #HeavyMetal #Alt #Alternative #ClassicRock #70s #80s #90s #Indie #Trivia #RockTrivia #RockBirthdays #NewMusic #NewMusicReleases

Half a Million and Just Getting Started: Lessons from 7 Years of Neuroscience Meets SEL

Neuroscience Meets Social and Emotional Learning

Play Episode Listen Later Nov 9, 2025 23:53 Transcription Available

Andrea Samadi reflects on seven years hosting the Neuroscience Meets SEL podcast and celebrates reaching 500,000 downloads. She shares seven strategies—clarifying mission and vision, defining the audience, setting measurable goals, creating systems, staying mission-driven, building partnerships, and building momentum—and eight personal lessons learned, including the power of practice, research, adaptation, and praxis. This episode offers practical, science-backed guidance for anyone looking to apply neuroscience to improve productivity, well-being, and long-term results. On today's episode #377, we cover a break from our interviews, with a celebration episode! ✔ 7 Strategies that took our podcast from 0-500,000 downloads (including clarifying our mission, vision, defining our audience, setting measurable goals, creating systems, staying mission-driven, and building partnerships). ✔ 8 Personal Lessons learned over the past 7 years (including the power of spaced repetition, research, adaptation and praxis). Welcome back to SEASON 14 of The Neuroscience Meets Social and Emotional Learning Podcast, where we connect the science-based evidence behind social and emotional learning and emotional intelligence training for improved well-being, achievement, productivity and results—using what I saw as the missing link (since we weren't taught this when we were growing up in school), the application of practical neuroscience. I'm Andrea Samadi, and seven years ago, launched this podcast with a question I had never truly asked myself before: (and that is) If productivity and results matter to us—and they do now more than ever—how exactly are we using our brain to make them happen? Most of us were never taught how to apply neuroscience to improve productivity, results, or well-being. About a decade ago, I became fascinated by the mind-brain-results connection—and how science can be applied to our everyday lives. That's why I've made it my mission to bring you the world's top experts—so together, we can explore the intersection of science and social-emotional learning. We'll break down complex ideas and turn them into practical strategies we can use every day for predictable, science-backed results. For today's EP #377 we will take a break from our interview reviews, and look back over the past 7 years, and 14 Seasons, as we hit an important milestone in the podcasting world, our 500,000th download. I remember when we hit the 300,000th marker, back in March 2023[i] we reflected back on the lessons learned in our first 4 years of hosting this podcast. I remember looking at the next milestone of half a million, thinking it was such a distance from where we currently were. It just took 3 years to get here, and now we have our eye on the next 500,000 downloads, which from here, looks like a lifetime away. As we reflect back over the past 7 years, many of our strategies remain the same as when we first began. Some strategies we did have to change. We reviewed some of these concepts on EP 279[ii] back in March 2023. As we review what got us here, I think that these strategies can be applied to anything we are doing, with a long-term vision. 7 STRATEGIES WE USED TO HIT THE 500K DOWNLOAD MILESTONE 1. Know Your Mission (What You're Doing) The mission of the Neuroscience Meets Social and Emotional Learning podcast is to bridge the gap between neuroscience research and practical applications in education, business, and personal development. The podcast shares insights, strategies, and best practices to enhance learning, performance, and well-being by integrating neuroscience (which we like to make simple) and connecting it to social and emotional skills (SEL). Our goal is to provide valuable information listeners can apply in their work and personal lives to achieve peak performance and overall self-improvement, with a deeper understanding of how our brain works — something many of us were never taught in school. When the mission is clear, anything outside of this mission — applying neuroscience made simple to our daily lives — wasn't a match. This clarity helps maintain focus and ensures that all efforts align with creating tangible, positive outcomes. It's what keeps us consistent, translating complex scientific insights into actionable practices that lead to meaningful improvements in how we think, learn, and interact. From the very beginning, each guest spoke on a topic aligned with current neuroscience research. Each season was shaped by a framework connecting the six social and emotional learning competencies with foundational brain concepts — what I called Neuroscience 101, based on what I learned while studying with neuroscience researcher Mark Waldman.[iii] That's how our seasons were created. Make This Actionable: Do you have a clearly defined Mission of WHAT you do? 2. Know Your Vision with a Clear Why Your vision is why you do what you do. Once you know what you want to do, ask yourself — do you know why? This is probably the number one question I get asked when people hear that I host a podcast. They'll say, “Why? What made you decide to do this? Why did you launch a podcast?” It's a long story (I'll keep it short). When I purchased a website in January 2019, it came with a podcasting theme. The developer told me I could delete it, but I was already interviewing people for my work in schools — I just wasn't releasing that content publicly. A few months later, I wanted to present these ideas at a conference, but I was told I'd have to pay to present. That felt wrong — why pay to share the work I'd spent years developing? So, I decided instead to launch the podcast in June 2019. From the beginning, the podcast was meant to be a give-back — a way for anyone to learn these ideas without paying for access. To this day, it remains ad-free for that reason. My friend and long-time supporter, Greg Wolcott (Assistant Superintendent from Chicago, Illinois, Episode 7[iv]), reminded me how far the show has reached — now in over 190 countries — compared to the 50–100 people who might have attended that conference I wanted to present at. I truly believe that what's meant to happen will happen. As my dad would say in his Scottish accent: “What's for you, won't go by you.” So, with your vision, ask yourself: Do you know why you are doing what you do? I often go back to Part 6[v] of our Think and Grow Rich book study, where I dedicated an episode to my mentor, Bob Proctor. He always reminded us that our mission — whatever we want to achieve — becomes possible only once we first of all believe it's possible. He'd say: “What story do you want to tell? What scenes do you want to shoot? How do you want the movie to end? Be the director of your life.” Once you can clearly see something on the screen of your mind, (Your Mission) the next step is to bring that vision into reality. (Your Vision). That's exactly how this podcast began — with a clear mission and vision that led to action. Make This Actionable: Do you have a clearly written VISION of why you do what you do? 3. Clarify Your “What” and “Who” After defining your why and what you envision, identify: What exactly you're creating (e.g., “a neuroscience and education podcast”). Who it's for — your specific audience or community. I wanted our audience to reach outside of schools, into sports and the modern workplace. I remember a few people telling me to stick to one audience, and I just couldn't do it. I had a broader vision. Ask yourself: Who will benefit most from my message? What do they struggle with, and how can my work help?

30 Years of Financial Advisor Coaching Wisdom 2025 (Part 2)

Microsoft Business Applications Podcast

Play Episode Listen Later Nov 7, 2025 26:35

Ever wonder why some financial advisors keep growing while others hit a wall? In this second part of a three-part series, I share what I've learned from over 31 years of coaching advisors about how real growth begins with changing who you are, not just what you do. I talked about building strong daily habits, focusing on relationships, thinking strategically, and using technology like AI to enhance (not replace) the human side of advising.

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Why Loop Is Changing the Way We Collaborate

Play Episode Listen Later Nov 5, 2025 22:42 Transcription Available

Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVM Amanda Sterner shares practical insights on how Microsoft Loop and Copilot are reshaping collaboration, productivity, and digital adoption. From overcoming tool resistance to driving change through Champions programs, this episode offers actionable strategies for tech professionals navigating modern workplace transformation.

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EP 11:09 From Missed Calls to Million-Dollar Conversations: How Fox Motors Scaled AI Across 30+ Dealerships