Podcasts about CRM

In this episode, I'm talking about the importance of doing an annual audit for your balloon business. Analyzing past events, tracking potential repeat clients and setting goals for the upcoming year… it's all included! Listen in for tips on: Using your calendar and CRM to find data. Focusing on repeatable events for future bookings. Manually tracking important details. Creating a simple rebooking workflow. Setting realistic sales goals based on past performance. In the UGlu Hotline, hear why I make cards for my installation kits.   Unlock three free bonus episodes!    RESOURCES MENTIONED: Presenting sponsor: 17hats (get 50% off your 1st year)  2026 Bright Balloon Planner  Other sponsors & resources: Havin' A Party Wholesale (save 5% on orders $200+ with code PODCAST) Gemar USA  UGlu by Pro Tapes (save 5% on orders $200+ at Havin' A Party with code PODCAST)  DM @thebrightballoon on Instagram to ask a question or leave advice for the UGlu Hotline! Balloon Boss Mastermind & Summit  - - - - On the Bright Side (Apple) On the Bright Side (Patreon) 50 Ideas for Email Marketing | Join the Bright Balloon email list  The Bright Balloon on YouTube 

Send us a textA wave of funding announcements, acquisitions, and product launches highlights how quickly AI, data, and customer engagement technologies are converging across the enterprise. Significant financings for PhysicsX, Vultr, and Vellum signal strong investor confidence in platforms that support AI-native workloads, applied intelligence, and modern infrastructure, while Capgemini's acquisition of WNS underscores growing demand for large-scale, technology-enabled business transformation services. On the customer and marketing side, deeper integrations and feature expansions from CallMiner, Hightouch, Insight7, Jasper, Oktopost, and Salesforce reflect a shift toward real-time intelligence, personalization, and content automation embedded directly into core CRM and contact center ecosystems. Collectively, these developments suggest the market is moving beyond point solutions toward tightly integrated platforms that combine data, AI, and execution at enterprise scale.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=SKJ7uZQ3sRAQuestions for Panelists?

The Real AI: Authenticity + Intention in Life and Business   In a world where AI can write emails, produce video, and even mimic your voice, the greatest competitive advantage left is being human. Brian McRae reminds us that emotional loyalty, being known, valued, remembered, is what creates opportunity, referrals, purpose, and a life of meaningful success. Social media may get you attention, but it will never create devotion. Relationships do.   If you've been feeling alone, stuck, or unsure how to expand your circle of opportunity, this conversation is your roadmap back to connection.   Key Points with Reflection Questions:  Emotional Loyalty Is More Powerful Than Marketing. Most loyalty is transactional or habitual. But emotional loyalty, the kind your favorite small restaurant gives you when they remember your name and your kids, is what transforms your business and life. Brian built an entire mortgage business through emotional loyalty created at his monthly event. Reflection Question: Who in your life deserves more intentional appreciation from you this week? Authenticity + Intentionality = The New AI. Brian says the most important "AI" in business isn't artificial intelligence. It's Authentic and Intentional actions. A handwritten note, a thoughtful question, or genuine curiosity carries more power than any automated funnel. Reflection Question: Where can you replace automation with authentic intention? The World Rewards Generosity, Not Neediness. Most networking fails because people lead with "What's in it for me?" Brian teaches the opposite: Lead with gratitude, curiosity, and generosity, and doors open that marketing can't touch. Reflection Question: What's one simple generosity action you can take in the next 24 hours? Referrals Come From Partners, Not Clients. Most people confuse their client with their referral partner. Referral partners don't want to be sold to. They want partnership, support, and value. Brian's business grew by helping other professionals grow theirs. Reflection Question: Who are your true referral partners, and how are you helping them win? Relationships Require Rhythm and Systems. You don't need the perfect CRM. You need the one you actually use. Brian says: Identify your top relationships, Create a connection plan, Put follow-up time on your calendar, Track what matters, and Your calendar reveals your priorities. Your CRM reveals your influence. Reflection Question: What relationship rhythm do you need to protect weekly? Success Requires Facing Challenges, Not Avoiding Them. Brian has worked with and coached thousands of successful people. Their secret? They don't avoid challenges — they grow through them. They look for opportunity in the obstacle. Reflection Question: What challenge are you resisting that might actually be your path to growth Faith, Wisdom, and Mentors Shape Everything. Brian openly shares that faith transformed his life, and that mentors changed his direction. Success isn't achieved alone. It's shaped by the wisdom of people who've walked the road before us. Reflection Question: Which wise voice should you be listening to more closely right now?   Money Learning from Brian McRae: Brian uses Profit First not because it's trendy, but because he never wants financial surprises again. ·       Profit First gave him:      Peace of mind      Predictable cash flow      Confidence his taxes and expenses were covered      The freedom to build a coaching business in alignment with his strengths   He described Profit First as a system that eliminates stress and supports life-aligned decisions. In Richer Soul terms: It's a structure that creates space for purpose.   Key Takeaway: Success is not built on followers, funnels, or tactics. Success is built on intentional generosity, consistent relational rhythms, and becoming someone others want to advocate for. Emotional loyalty is the last unfair advantage in a world of automation.   Bio: Brian McRae built an award-winning, referral-based mortgage practice that placed him among the top 1% of originators nationwide. But along the way, he discovered a surprising truth: success isn't about being the best salesperson in the room—it's about becoming the most trusted advisor in someone's life. Today, Brian coaches loan officers, financial advisors, and attorneys on how to build rich relationships that generate referrals and grow their businesses—without sacrificing their faith, family, or fitness. His clients learn how to attract business instead of chase it, freeing up time and energy for what matters most. Through his frameworks, the Trusted Advisor Playbook and the Momentum System, Brian gives leaders a step-by-step plan to win more clients by first winning more trust. If you want to grow your practice through trust instead of tactics, Brian is the coach who can show you how.   Links: https://www.linkedin.com/in/briankmcrae/   https://www.facebook.com/profile.php?id=61563450897284  https://briankmcrae.com/   Which insight from Brian resonated with you the most? Share it with someone who needs to hear it — and consider sending a handwritten note this week. One small act of intention may open a door you never expected.   #RicherSoul #BrianMcRae #RelationshipMarketing #EmotionalLoyalty #PersonalGrowth #InnerWisdom #PurposeDrivenSuccess #AuthenticRelationships #GenerosityMindset #NetworkingTips #MindsetShift #LifeDesign #MeaningfulSuccess #ProfitFirst #EntrepreneurLife #SpiritualGrowth #SuccessMindset #LeadershipDevelopment #HumanConnection #IntentionalLiving   Watch the full episode on YouTube: https://www.youtube.com/@richersoul Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

California architect and longtime creative finance investor Robert Larivee joins host Keola Keala to share how he turned a Zillow listing that said “No Sub2” into a fully negotiated creative finance deal using skill, patience, and the power of his SubTo team. With decades of experience in architecture, construction, and seller-financed deals—even before joining Pace Morby's community—Robert explains why teamwork, relationship-building, and perseverance dramatically shorten the path from lead to closing. He reveals how joining SubTo accelerated his deal flow, how his team handles acquisitions, closings, and dispo, and why community support is essential for anyone wanting to succeed in creative real estate. Packed with wisdom from a lifetime of creative problem-solving, this episode is a blueprint for new and seasoned investors alike. ➡️ Meet Pace on the Creative Nation Tour: https://bit.ly/GetCreativeNationTour ➡️ Download the Free SubTo A-Z e-book: https://subto.sjv.io/qzd0Vb  ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/6yYWBG ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow  

In this episode of Money Mondays, Dan Fleyshman sits down with entrepreneur and educator Troy Millings to talk about building businesses, smart investing, and creating generational wealth. Troy shares how he built Earn Your Leisure into a multi-million-dollar brand and breaks down lessons on financial literacy, mentorship, and making an impact through live events like Invest Fest. This episode delivers practical insights on investing, entrepreneurship, and giving back with purpose.Troy Millings is an entrepreneur, educator, and founder of Earn Your Leisure, a multi-million-dollar brand focused on financial literacy, investing, and entrepreneurship. He hosts the Market Mondays podcast and produces Invest Fest, a live event connecting investors, entrepreneurs, and creators. Troy is known for helping people build wealth, make informed financial decisions, and create lasting impact.Like this episode? Watch more like it

Key topics covered include:-How to match CRM platforms to firm size, growth trajectory, and long-term vision.-Why integration and automation are critical to improving operational efficiency.-The differences in analytics, reporting, and dashboards across Redtail, Wealthbox, and Salesforce.-How clean, connected data enhances client experience and firm value.-Why advisors should “run their business as if they're selling it tomorrow”.This episode offers practical insight for advisors who are evaluating a CRM for the first time, considering a platform change, or simply want to understand how better data strategy can unlock more time, clarity, and growth.Download our whitepaper here: https://jedidatabasesolutions.com/resources/  Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Key topics covered include:

Sunsetting isn't failure—it's leadership.In this episode, Becky sits down with Desiree Lyons, CEO of Namaste Direct, and Kate Flatley, Executive Director of the Women's Justice Initiative, for an honest conversation about what it really looks like to put community at the center—even when it means changing or ending your own model. Together, they share how Namaste Direct made the difficult decision to sunset with integrity and why transitioning its economic empowerment program to WJI became a powerful unlock for greater, more sustainable impact for women in Guatemala.This conversation challenges the idea that success in the nonprofit sector is always about scale and growth—and offers a practical look at how merging, evolving, and ending well can be an act of responsibility, courage, and mission-first leadership.Episode Highlights:  Kate's Path to Guatemala and Law (02:04)Women's Justice Initiative Mission and Impact (03:06)Namaste Direct's Mission and Challenges (05:29)Turning Point: Rethinking Microfinance and Debt (09:36)Sunsetting and Succession: Strategic Decisions at Namaste (15:21)Reaching Out: Collaboration and Merger with WJI (20:55)Advice for Nonprofits: Mergers, Sunsets, and Impact (26:16)One Good Thing: Final Thoughts and Reflections (31:58)How to Connect and Closing Remarks (33:19)www.weareforgood.com/episode/668Thank you to our partners

Xmas Special: Software Industry Transformation - Why Software Development Must Mature Welcome to the 2025 Xmas special - a five-episode deep dive into how software as an industry needs to transform. In this opening episode, we explore the fundamental disconnect between how we manage software and what software actually is. From small businesses to global infrastructure, software has become the backbone of modern society, yet we continue to manage it with tools designed for building ships in the 1800s. This episode sets the stage for understanding why software development must evolve into a mature discipline. Software Runs Everything Now "Without any single piece, I couldn't operate - and I'm tiny. Scale this reality up: software isn't just in tech companies anymore." Even the smallest businesses today run entirely on software infrastructure. A small consulting and media business depends on WordPress for websites, Kajabi for courses, Stripe for payments, Quaderno for accounting, plus email, calendar, CRM systems, and AI assistants for content creation. The challenge? We're managing this critical infrastructure with tools designed for building physical structures with fixed requirements - an approach that fundamentally misunderstands what software is and how it evolves. This disconnect has to change. The Oscillation Between Technology and Process "AI amplifies our ability to create software, but doesn't solve the fundamental process problems of maintaining, evolving, and enhancing that software over its lifetime." Software improvement follows a predictable pattern: technology leaps forward, then processes must adapt to manage the new complexity. In the 1960s-70s, we moved from machine code to COBOL and Fortran, which was revolutionary but led to the "software crisis" when we couldn't manage the resulting complexity. This eventually drove us toward structured programming and object-oriented programming as process responses, which, in turn, resulted in technology changes! Today, AI tools like GitHub Copilot, ChatGPT, and Claude make writing code absurdly easy - but writing code was never the hard part. Robert Glass documents in "Facts and Fallacies of Software Engineering" that maintenance typically consumes between 40 and 80 percent of software costs, making "maintenance" probably the most important life cycle phase. We're overdue for a process evolution that addresses the real challenge: maintaining, evolving, and enhancing software over its lifetime. Software Creates An Expanding Possibility Space "If they'd treated it like a construction project ('ship v1.0 and we're done'), it would never have reached that value." Traditional project management assumes fixed scope, known solutions, and a definable "done" state. The Sydney Opera House exemplifies this: designed in 1957, completed in 1973, ten times over budget, with the architect resigning - but once built, it stands with "minimal" (compared to initial cost) maintenance. Software operates fundamentally differently. Slack started as an internal tool for a failed gaming company called Glitch in 2013. When the game failed, they noticed their communication tool was special and pivoted entirely. After launching in 2014, Slack continuously evolved based on user feedback: adding threads in 2017, calls in 2016, workflow builder in 2019, and Canvas in 2023. Each addition changed what was possible in organizational communication. In 2021, Salesforce acquired Slack for $27.7 billion precisely because it kept evolving with user needs. The key difference is that software creates possibility space that didn't exist before, and that space keeps expanding through continuous evolution. Software Is Societal Infrastructure "This wasn't a cyber attack - it was a software update gone wrong." Software has become essential societal infrastructure, not optional and not just for tech companies. In July 2024, a faulty software update from cybersecurity firm CrowdStrike crashed 8.5 million Windows computers globally. Airlines grounded flights, hospitals canceled surgeries, banks couldn't process transactions, and 911 services went down. The global cost exceeded $10 billion. This wasn't an attack - it was a routine update that failed catastrophically. AWS outages in 2021 and 2023 took down major portions of the internet, stopping Netflix, Disney+, Robinhood, and Ring doorbells from working. CloudFlare outages similarly cascaded across daily-use services. When software fails, society fails. We cannot keep managing something this critical with tools designed for building physical things with fixed requirements. Project management was brilliant for its era, but that era isn't this one. The Path Ahead: Four Critical Challenges "The software industry doesn't just need better tools - it needs to become a mature discipline." This five-episode series will address how we mature as an industry by facing four critical challenges: Episode 2: The Project Management Trap - Why we think in terms of projects, dates, scope, and "done" when software is never done, and how this mindset prevents us from treating software as a living capability Episode 3: What's Already Working - The better approaches we've already discovered, including iterative delivery, feedback loops, and continuous improvement, with real examples of companies doing this well Episode 4: The Organizational Immune System - Why better approaches aren't universal, how organizations unconsciously resist what would help them, and the hidden forces preventing adoption Episode 5: Software-Native Organizations - What it means to truly be a software-native organization, transforming how the business thinks, not just using agile on teams Software is too important to our society to keep getting it wrong. We have much of the knowledge we need - the challenge is adoption and evolution. Over the next four episodes, we'll build this case together, starting with understanding why we keep falling into the same trap. References For Further Reading Glass, Robert L. "Facts and Fallacies of Software Engineering" - Fact 41, page 115  CrowdStrike incident: https://en.wikipedia.org/wiki/2024_CrowdStrike_incident  AWS outages: 2021 (Dec 7), 2023 (June 13),  and November 2025 incidents  CloudFlare outages: 2022 (June 21), and November 2025 major incident  Slack history and Salesforce acquisition: https://en.wikipedia.org/wiki/Slack_(software)  Sydney Opera House: https://en.wikipedia.org/wiki/Sydney_Opera_House About Vasco Duarte Vasco Duarte is a thought leader in the Agile space, co-founder of Agile Finland, and host of the Scrum Master Toolbox Podcast, which has over 10 million downloads. Author of NoEstimates: How To Measure Project Progress Without Estimating, Vasco is a sought-after speaker and consultant helping organizations embrace Agile practices to achieve business success. You can link with Vasco Duarte on LinkedIn.

Send us a textHigher education institutions operate in an environment where academic mission, financial sustainability, and long-term stakeholder relationships must coexist—placing unique demands on enterprise systems. Before reviewing our Top Higher Education CRM Systems in 2025, it is essential to clarify how CRM success is defined in this context, where engagement extends far beyond traditional recruitment or advancement functions. Universities must manage complex, multi-decade relationships with prospective students, current learners, alumni, donors, faculty, research partners, and governing bodies, often across decentralized colleges and departments. As a result, higher education CRMs must emphasize lifecycle visibility, data governance, cross-functional coordination, and compliance, rather than narrowly focusing on transactional interactions or short-term conversion metrics.In this episode, our host Sam Gupta discusses the top 10 Higher Education CRMs in 2025. He also discusses several variables that influence the rankings of these Higher Education CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=suOIiIoZDFARead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

Show Notes: Isa D'Elia, co-founder of GoalBridge, an AI startup in stealth mode opens the conversation with a brief overview of her background, mentioning she was at Amazon for five years and her co-founder, Vedant, was a software engineer at a financial institution in India. The Origin Story of GoalBridge Isa met her business partner in Berkeley Haas Business school. Through many discussions, they identified a problem in the consulting industry where consultants spent too much time on admin and manual work. They saw an opportunity to use AI to automate these tasks, leading to the creation of GoalBridge. Isa describes how they started working on GoalBridge, entering accelerators, and doing pivots. GoalBridge Iterations They found a design partner who needed a solution to discover their work within SharePoint, Google Drive, CRM, and email. GoalBridge's first iteration was a search AI agent that taps into various platforms to understand the context of engagements. The tool is called "building the brain of a firm" and has been tested with clients, leading to the development of additional agents. Isa introduces the first agent they built, a proposal building agent, which focuses on storyboarding proposals. Dealing with Non-billable Work Streams Consultants often complain about the tediousness of writing proposals, which are non-billable work streams. The agent helps create cohesive stories for proposals by using information from various sources and allowing iterations. They have a roadmap of additional agents to help consultants focus on strategy work rather than manual tasks. GoalBridge's Ideal Customer Profile When asked about the ideal customer profile for GoalBridge, Isa confirms they are targeting SMBs and tier two consulting firms, as larger firms have the resources to build their own tools. Currently, they have signed letters of intent with larger firms, indicating interest in their solution. The tool is designed to help consultants tap into strategy more effectively by automating manual tasks. Goalbridge's Access to Data The conversation turns to the limitations of GoalBridge in terms of access to data. Isa explains that the tool only accesses data that the user has access to, such as their email and specific folders in Google Drive or SharePoint. The tool acts as an AI agent that can quickly scan and understand the context of the data the user has access to. She talks about the challenges of accessing data that is not organized in SharePoint or Google Drive, such as emails. AI Agent that Writes Case Studies and Compendiums Isa introduces the project closeout agent, which helps partners extract and share information, write case studies and compendiums for projects. The agent anonymizes data and creates a cohesive story from various sources, including emails. This agent addresses the issue of knowledge management being left to good intentions and helps capture project context. The closeout agent can also be used for older projects. Demonstrating GoalBridge Isa shows the tool's interface, which includes a project creation feature, a chat dialog box for queries, and a files tab for uploading documents.   The tool can tap into various platforms like SharePoint, Google Drive, and CRM systems, with current integrations for HubSpot and Salesforce. They talk about the tool's ability to find examples of old projects and provide feedback on proposals. Isa explains the limitations of GoalBridge in terms of access to data. The tool only accesses data that the user has access to, such as their email and specific folders in Google Drive or SharePoint. The tool acts as an AI agent that can quickly scan and understand the context of the data the user has access to. She also talks about the challenges of accessing data that is not organized in SharePoint or Google Drive, such as emails. Primary Use Cases for GoalBridge Isa outlines the primary use cases for GoalBridge, including partners finding examples of old projects, engagement managers leveraging formatting, and associates copying slides. They discuss the potential for the tool to create PowerPoint presentations and provide feedback on them. Isa mentions future agents in the roadmap, such as a case study writing agent and a pricing strategy agent. The tool is designed to help consultants at all levels by automating manual tasks and improving the quality of their work. Security Concerns and Data Privacy On the issue of security and data privacy when giving external firms access to sensitive data, Isa explains that they have a separate server hosting client data, ensuring it is secure and not accessible by other clients. They are working on SOC 2 certification to further assure clients of their security measures. The tool does not train on client data, ensuring IP is protected and not used for other purposes. When it comes to pricing, Isa mentions their willingness to discuss pricing on a case-by-case basis. Timestamps: 00:02: GoalBridge AI Startup Introduction 02:19: Development and Initial Success of GoalBridge 03:36: Proposal Building Agent and Future Plans 05:59: Target Market and Ideal Customer Profile 09:20:Privacy and Access Limitations 11:25: Project Closeout Agent and Additional Use Cases 15:58: Demonstration of GoalBridge Tool 21:57: Primary Use Cases and Future Agents 22:55: Security and Data Privacy Links: Website: www.GoalBridge.ai Email: isa@GoalBridge.ai   This episode on Umbrex: https://umbrex.com/unleashed/episode-629-isa-deila-co-founder-of-goalbridge/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.    

In this episode of Bridge the Gap, Josh and Lucas sit down with Ashley Luchsinger of Aline at the LeadingAge conference in Boston to explore how AI and CRM innovation are reshaping senior living sales and operations. Ashley shares insights into Aline's evolving mission of “elevating aging,” driven by new leadership, a renewed focus on customer alignment, and the launch of a customer advisory board. The conversation dives deep into the concept of zero-click discovery, where prospects increasingly gather information through AI summaries before ever visiting a community's website. Ashley explains how this shift is changing the prospect journey, emphasizing quality over quantity of leads and the need for smarter follow-up strategies.This week we discuss: The role of customer advisory boards in product developmentZero-click discovery and AI-driven search behaviorHow AI is reshaping the senior living prospect journeyDriving ROI through smarter sales prioritizationBest practices for adopting new technology in senior livingMeet the Hosts:Josh CrispLucas McCurdyConnect with Our GuestAshley LuchsingerProduced by Solinity Marketing.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Become a sponsor of Bridge the Gap.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTok

Episode Title: I Enjoy Complete Rest Using Natural Long-Lasting Storm And RainDescription:In this episode, we invite you to experience deep relaxation through the soothing sounds of long-lasting storms and gentle rain. Discover how these natural soundscapes can help quiet your mind, ease tension, and guide you into complete rest. We'll share tips on how to incorporate storm and rain sounds into your relaxation routines to refresh your mental and emotional well-being.Take a few moments today to unwind with the calming rhythm of nature's rain and storm symphony—it's a simple yet powerful way to bring peace into your busy life.Join us next time as we explore more ways to cultivate calm and restore balance.DISCLAIMER

Episode Title: I Stay Focused On Tasks With Continuous Light Rain NoiseDescription:In this episode, we explore how continuous light rain sounds can help improve focus and create a peaceful environment for tackling tasks. Discover the calming effect of gentle rain and how it can drown out distractions, making it easier to stay on track with your work or studies. We also share tips on using rain noise as a natural background sound to boost concentration and reduce stress throughout your day.Remember to take a moment for yourself, let the soft patter of rain guide your thoughts, and experience the calm it brings even during your busiest moments.Join us next time as we continue to share ways to bring calm and relaxation into your everyday life.DISCLAIMER

Episode Title: I Unwind At Night Watching Relaxing Visuals And Listening To RainDescription:In this episode, we share a simple yet powerful way to unwind after a long day—by watching calming visuals paired with the soothing sound of rain. Discover how this combination can help ease your mind, reduce stress, and prepare you for a restful night's sleep. We also explore tips on creating your own peaceful nighttime ritual with nature-inspired sounds and gentle imagery to promote relaxation and mental clarity.Remember, taking a few quiet moments before bed can transform your night and improve your overall well-being. Give yourself permission to pause and relax.Join us next time as we continue exploring ways to find calm and balance in everyday life.DISCLAIMER

Episode Title: I Work Better Concentrated Listening to Calm Thunderstorm SoundsDescription:In this episode, we share how listening to calm thunderstorm sounds can boost focus and productivity. Discover why these natural sounds help create a peaceful environment that enhances concentration and reduces distractions. We also discuss practical ways to integrate thunderstorm audio into your work routine, helping you stay centered and calm throughout the day.Take a moment to breathe deeply, tune in, and let the gentle rhythm of rain and thunder guide you to a more focused and relaxed state.Stay tuned for more tips on finding calm and balance in everyday life.DISCLAIMER

Episode Title: I Calm My Mind Using Natural Rain SoundscapesDescription:In this episode, we dive into the soothing power of natural rain soundscapes and how they can help calm the mind and relieve stress. Discover the science behind why rain sounds promote relaxation, and learn practical ways to incorporate these peaceful soundscapes into your daily routine. Whether you're looking to improve focus, sleep better, or simply find a moment of calm, this episode offers simple techniques to create your own serene atmosphere with nature's gentle rain.Remember to take a pause each day and let the natural rhythm of rain wash away tension and restore your peace.Join us next time as we continue exploring simple methods to bring calm and relaxation into your life.DISCLAIMER

Episode Title: I Concentrate More with Rain Sounds While WorkingDescription:In this episode, we dive into how rain sounds can boost focus and productivity during work. Discover why many people find the gentle patter of rain to be a perfect backdrop for concentration. We'll explore the science behind rain sounds and their effect on the brain, plus practical tips on how to use rain audio to enhance your work environment and reduce distractions.Take a few moments to immerse yourself in the calming rhythm of rain — a simple way to sharpen your mind and stay centered throughout your day.Join us next time as we continue exploring easy ways to bring calm and focus into your daily life.DISCLAIMER

Episode Title: I Feel Comforted by ASMR Personal Attention Sleep SoundsDescription:In this episode, we dive into the soothing world of ASMR personal attention sleep sounds designed to help you feel comforted and relaxed. Discover how gentle whispers, soft spoken words, and calming personal care sounds can ease your mind and prepare you for a restful night's sleep. We explore techniques that harness these sounds to create a peaceful environment, helping you unwind and find comfort in moments of stillness.Take a few minutes tonight to let these ASMR sleep sounds guide you into tranquility. Remember, nurturing calmness before sleep can improve your overall well-being.Stay with us for more calming episodes as we continue to support your journey towards relaxation and peace.DISCLAIMER

Episode Title: Soothing Raindrops and Far-Off Rolling Low Thunder Rolls for Mindfulness PracticeDescription:In this episode, we invite you to immerse yourself in the calming sounds of gentle raindrops paired with distant, low thunder rolls. These natural soundscapes are perfect for mindfulness practice, helping to ease your mind and bring you into a state of deep relaxation. Whether you're meditating, winding down after a long day, or simply seeking a peaceful backdrop, these soothing tones can support your journey toward mental clarity and calm.Make time today to pause and listen—let the rhythm of rain and the soft rumble of thunder guide you to a place of stillness and peace.Join us next episode as we continue exploring simple ways to nurture your inner calm and well-being.DISCLAIMER

Episode Title: Gentle Rain Ambience to Help You Fall Asleep FasterDescription:In this episode, we invite you to unwind with the soothing sounds of gentle rain. Discover how rain ambience can calm your mind, ease stress, and create the perfect atmosphere for falling asleep quickly and peacefully. We also share tips on incorporating rain sounds into your bedtime routine to enhance relaxation and improve sleep quality.Take a moment tonight to immerse yourself in the natural rhythm of raindrops and let it guide you into a restful night's sleep. Remember, small moments of calm can transform your overall well-being.Join us next time as we continue bringing you peaceful sounds and relaxation techniques to nurture your inner calm.DISCLAIMER

Episode Title: Gentle Rain Ambience to Reduce Anxiety and StressDescription:In this episode, we immerse ourselves in the soothing sounds of gentle rain to help ease anxiety and melt away stress. Discover how the soft patter of raindrops can create a peaceful atmosphere that promotes relaxation and mental clarity. We also share tips on using rain sounds as a natural aid for mindfulness, meditation, or simply unwinding after a busy day.Take a moment for yourself—press play, close your eyes, and let the calming rain wash over you. These simple practices can bring a deep sense of calmness to your everyday life.Stay tuned for our next episode as we continue exploring ways to nurture your well-being and inner peace.DISCLAIMER

Episode Title: Relaxing Natural Storm Sounds for Meditation and RestDescription:In this episode, we immerse ourselves in the soothing sounds of natural storms, perfect for meditation and restful moments. Discover how the gentle patter of rain and distant rumble of thunder can create a peaceful atmosphere to help ease your mind and promote deep relaxation. We'll share tips on using storm sounds as a simple yet powerful tool to enhance your meditation practice or unwind before sleep.Remember to set aside a few minutes each day to embrace these calming sounds—it's a small step that can bring big benefits to your mental well-being.Join us next time as we continue to explore ways to bring calm and balance to your daily life.DISCLAIMER

Episode Title: Relaxing Rain Ambience to Relieve AnxietyDescription:In this episode, we dive into the soothing world of rain sounds and how they can help ease anxiety and promote relaxation. Discover the calming effects of rainfall ambiance and simple ways to incorporate these peaceful sounds into your daily routine to create moments of calm and mental clarity.Remember to pause and breathe deeply, letting the gentle patter of rain wash away stress and tension. These small moments of tranquility can significantly improve your well-being.Join us next time as we continue exploring simple, natural tools to bring peace into your life.DISCLAIMER

Episode Title: Gentle Raindrops and Rolling Thunder Rumbles for RestfulnessDescription:In this episode, we immerse ourselves in the soothing sounds of gentle raindrops paired with the deep rumbles of distant thunder. Discover how these natural audio elements can help you unwind, ease stress, and create a peaceful atmosphere for rest and relaxation. We also share tips on how to use rain and thunder sounds as part of your daily relaxation or meditation routine to promote better sleep and mental calmness.Take a moment each day to let the calming rhythm of nature wash over you—it's a simple yet powerful way to find balance in a busy world.Stay with us for more episodes focused on helping you find tranquility and peace in everyday life.DISCLAIMER

In this episode, the hosts break down a once-in-a-lifetime opportunity to own a floating pizza restaurant in the Virgin Islands—complete with a pizza armada, liquor license, and serious island vibes—all priced at under 1x earnings.Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

Heading into 2025, homeowners are still turning to Google when they need a roofer, and local visibility continues to drive high-quality leads. Many contractors spend money on marketing without understanding how local SEO and Google Maps actually work. In this episode, Dave breaks down the fundamentals of local search, what really drives inbound leads, and how to improve visibility without relying solely on paid ads.In this episode, I sit down with Greg DeSimone to break down what truly creates value in a roofing business, and why so many contractors end up walking away with far less than they expected when it's time to exit.This conversation isn't just about selling your business. It's about building a company that's profitable, transferable, and not dependent on you showing up every day.Many roofing contractors assume that revenue alone determines business value, but buyers and private equity groups see things very differently.Today, Dave Sullivan and Greg DeSimone discuss the real drivers of business valuation in the roofing and home services industry. They unpack why systems, leadership depth, clean financials, and predictable profits matter far more than top-line sales.Dave shares firsthand insight from building and exiting his own roofing company, explaining how contractors can unintentionally trap themselves inside their business by failing to delegate, document processes, and build a leadership team.The key takeaway is simple:You don't build value at the end; you build it years in advance.Whether you plan to sell, step back, or just run a stronger business, this episode lays out what needs to be in place to make your company valuable, on your terms.What you'll hear in this episode:Revenue alone does not equal business valueBuyers look for systems, leadership, and clean financialsA business dependent on the owner has limited valueProfitability and predictability matter more than growthExit planning should start years before you plan to sellStrong businesses are built to run without the ownerResources:Connect with Dave!Text Dave: (510) 612-1450Free Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your...

Episode Title: I Focus Deeply with Rain Sounds for StudyingDescription:In this episode, we dive into the calming effect of rain sounds and how they can help you achieve deep focus during study sessions. Discover how the gentle rhythm of rainfall can mask distractions, improve concentration, and create a peaceful environment conducive to learning. We also share tips on integrating rain sounds into your study routine to boost productivity and maintain calmness.Take a moment to breathe and let the soothing sound of rain guide your mind into a state of focused relaxation. Remember, small moments like these can make your study time more effective and enjoyable.Join us next time as we explore more ways to cultivate peace and focus in everyday life.DISCLAIMER

Episode Title: Peace Achieved With Night Raindrops And River BabblingDescription:In this episode, we invite you to unwind with the gentle sounds of night raindrops and the soothing babble of a river. Discover how these natural audio landscapes can help quiet your mind and ease stress, guiding you toward a peaceful state. We share tips on using these calming sounds in your relaxation or meditation routines to create a serene personal retreat anytime you need it.Take a moment to breathe deeply and let the natural rhythm wash over you — even a few minutes can bring meaningful calm in a busy day.Join us next episode as we continue exploring simple ways to nurture your inner peace.DISCLAIMER

Episode Title: Meditation Deepened With Night Rainfall And Wind ChimesDescription:In this episode, we invite you to deepen your meditation practice with the soothing sounds of gentle night rainfall and calming wind chimes. Discover how these natural soundscapes can enhance focus, reduce stress, and create a peaceful atmosphere for your mind and body. We also share tips on incorporating these sounds into your daily meditation or relaxation routines to help you find balance and tranquility amid life's busyness.Take a moment tonight to tune into the serene rhythm of rain and chimes, letting the calming energy guide you to a restful state.Join us next time as we continue exploring simple ways to nurture calmness and well-being.DISCLAIMER

Mastering Integrity Connect: Enhancements, Features, and User Guide In this Thursday training call, Gina Hawks provides an in-depth overview of the Integrity Connect portal. The session covers the recent updates and enhancements to the platform, emphasizing its multifaceted functionalities such as CRM, underwriting, electronic applications, and access to leads. Gina guides new users on how to register and set up their profiles, explains the benefits of the platform including discounts and personalized websites, and demonstrates how to effectively use tools like Ask Integrity and live chat. Additionally, detailed walkthroughs on quoting for simplified and fully underwritten Indexed Universal Life (IUL) policies are included. This comprehensive training ensures users can maximize the potential of Integrity Connect for their business needs. 00:00 Introduction and Overview 01:12 Getting Started with Integrity Connect 02:03 Exploring the Dashboard and New Enhancements 02:36 E&O Insurance Savings 04:41 Setting Up Your Profile 06:01 Utilizing the Integrity Connect Features 08:56 Personalized Website and Business Phone Number 16:49 Selling Permissions Update 29:56 Client Management and Importing Contacts 33:53 Seamless Integration from Underwriting to Application 34:31 Adding Clients and Using Quick Quote 35:34 Detailed Underwriting Process 39:11 Health Conditions and Medications 44:38 Quoting and Application Process 46:57 Handling Common Issues and Questions 49:51 Using Integrity Connect for Different Products 54:39 Fully Underwritten IULs for Accumulation and Protection 01:00:11 Final Thoughts and Q&A

how nonprofits set goals that actually move revenue, relationships, and results. They start with the metric many teams avoid because it can be a rude awakening: donor retention. Tony walks through a simple way to calculate it, then connects the number to what leaders feel every day, time and budget pressure. His reminder lands like a CFO truth bomb: “The data doesn't lie.” If your team assumes things are fine because a few familiar names show up at events, this episode brings you back to reality and gives you a starting point for a better plan.From there, the conversation turns to relationship depth. The point is not endless list building. It is quality over quantity, supported by segmentation and donor tiers, and backed by a pipeline you can actually manage. Julia frames it in plain business language: your pipeline is not a vague hope, it is a set of lanes that deserve goals, tracking, and steady motion all year, not a December scramble driven by board pressure and gala season.They also press into revenue diversification, especially when grant and government dollars can shift quickly. Multiple lanes are not just safer, they keep fundraising work more sustainable for the humans doing it. Then they move to data and tools: a robust CRM, mobile access, timely notes after donor meetings, and capacity building funding that can help pay for the systems and training.Finally, they tie it all together with culture. A culture of philanthropy means everyone owns the donor experience, including customer service, and teams can celebrate other organizations' wins without losing confidence.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In this episode, the hosts break down a once-in-a-lifetime opportunity to own a floating pizza restaurant in the Virgin Islands—complete with a pizza armada, liquor license, and serious island vibes—all priced at under 1x earnings.Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

In "How TV Turned This Real Estate Investor into a 7-Figure Brand", Travis Johnson shares how getting on TV transformed his real estate investing business, lifestyle, and deal flow. If you've ever wondered how TV Advertising, smart TV Ads for Business, and a single TV Commercial can bring in warmer, more qualified leads, this case study breaks it all down. You'll learn why TV produces the highest-quality, "ready to sell" motivated seller leads, how Travis protects margins in a shifting market, and why culture, follow-up, and a solid CRM are non-negotiable. Watch to see exactly how consistent TV marketing helped him scale to 7 figures while gaining true time freedom with his family. _______________________________  If you want to learn how to run your business in 5 hours or less.... Go to https://www.5HourBusiness.com Subscribe to my YouTube channel:    / @tonyjavierbiz   And if you're into flying and want to follow my Aviation journey, check out my other YouTube channel at    / @tonyjaviertv   _______________________________ Follow me on Social Media: Tiktok -   / tonyjavier.tv   Instagram -   / tonyjavier.tv   Facebook Personal -   / tonyejavier   Facebook Business -   / realtonyjavier   _________________________________ If you want to dominate your Real Estate Market with TV commercials, go here: https://www.ClaimMyMarket.com  If you want to connect with me and my network, go to https://tonyjavier.com/connect If you want to check out Tony's Real Estate Resources and Vendors go to https://www.TonyJavier.com/resources _________________________________ Tony is the owner of an INC 5000-rated Real Estate Investment Company. He has been featured in Bigger Pockets, Wholesaling INC, Steve Trang's Real Estate Disruptors, Joe Fairless' Best Ever Podcast, and many other top podcasts and platforms.  When Tony is not working on his business, he enjoys flying his plane. You can see videos on that and how he uses airplanes to save money on taxes.  Don't forget to like the video, comment, subscribe to my channel, and share this with a friend if I'm doing my job and providing value to you and your network. If I'm not doing my job please let me know in the comments how I can be better, your feedback is greatly appreciated. See you in the next video!

In Episode 99 of the Digital Velocity Podcast, Erik Martinez sits down with Chris Seminatore, founder of GetGeofencing.com, to unpack how location-based targeting can help brands stop wasting budget and start reaching the people most likely to buy. As Chris puts it, "Location is the strongest indicator of buying intent." For direct-to-consumer teams without a retail footprint, the key shift is thinking about location as a signal—not a storefront. Instead of geofencing "your" locations, you can target the places where your best customers already reveal intent: brick and mortar competitor locations, industry events and trade shows, and life-style locations that align with your customer's persona. In this conversation, you'll learn: ·         How geofencing works in plain English—and why it's best used to narrow your audience to the moments that matter most. ·         Practical ways DTC brands can apply the same playbook across industries, even without physical stores of their own. ·         Why "addressable geofencing" can be a powerful CRM companion: layer location targeting onto a direct mail or customer list to reinforce messaging across channels. ·         How to use events and trade shows as a DTC growth lever by capturing attendees and continuing to reach them after they leave. ·         What to watch for in programmatic so your spend doesn't disappear into low-value placements (and how Chris approaches blocking common sources of waste). If you're a DTC marketer, brand leader, or agency strategist looking for smarter signals to find more customers, this episode offers a clear, practical framework for using location to reduce waste, increase relevance, and improve performance.

Robin Alex is the co-founder of HighLevel, a marketing automation and CRM platform that has grown to more than two million users since launching in 2018. The company scaled rapidly—doubling and tripling year after year—largely through a white-label model that allows agencies and implementation partners to resell the platform under their own brand. HighLevel now operates with roughly 2,000 employees worldwide and continues to ship new features, including AI-driven tools, at an unusually fast pace. In this conversation, Robin talks through the real reason HighLevel gained traction, how they've structured support to handle growth without a sales team, and why simplicity always wins.  He also shares how they prioritize product development and decide what to build, what to ignore, and how to test ideas quickly.  The episode offers a clear look into the operational principles behind HighLevel's rapid growth, its product philosophy, and how the team continues evolving the platform for agencies, implementers, and small businesses. Key Takeaways ●     00:38 What Really Drove HighLevel's Early Growth ●     02:57 The Breakdown of HighLevel's User Base ●     05:24 Handling Customer Support at Scale ●     07:22 Leveraging AI to Improve Customer Support ●     08:49 Growing to 2,000 Global Employees ●     10:10 The Biggest Downside of White Labeling ●     12:01 Why the Best Product Doesn't Always Win ●     13:41 The Real Key to Faster Customer Outcomes ●     14:39 The Fastest Path to Early Agency Revenue ●     16:48 How HighLevel Decides What to Build Next ●     21:25 How HighLevel Users Are Leveraging AI Today ●     25:26 The STL Framework for Implementing Quickly ●     30:17 Why They Only Plan One Quarter at a Time ●     31:54 How the Three Founders Divide Responsibilities ●     37:47 Why They Raised Money Despite Not Needing Capital ●     42:56 The One Thing Agency Owners Need to Stop Doing     Watch on YouTube:     Let's Connect: Website | Instagram | YouTube | TikTok | Twitter | Facebook

On this episode of The Mile High Podcast, you'll meet straight-shooting chiropractor and entrepreneur Dr. Travis Stewart, co-owner of MUV Chiropractic in Boulder, Colorado, and co-founder of the Chiro-Ads Academy. Dr. Travis built his marketing system through real-world pressure, real-world lessons, and a deep commitment to keeping chiropractic principles at the center. You'll hear how a young Air Force firefighter found chiropractic through a life-altering adjustment, then turned a chaotic season of opening a practice in 2020 into a clear, data-driven path for practice growth.

Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, Michael is joined by co-host Mike Rizzo to tackle events, which are one of the most persistent challenges in go-to-market execution.Events demand significant investment in time, budget, and coordination, yet many teams still struggle to prove their impact. Data is often fragmented, delayed, or incomplete, making ROI difficult to measure and even harder to trust.To discuss this problem, we are joined by Aaron Karpaty, Senior Director of Strategic Growth at Captello. Aaron works closely with revenue, marketing, and operations teams to modernize how event data is captured, connected, and activated across CRM, marketing automation, and sales workflows.The conversation explores where event programs break down operationally, why so much valuable interaction data never makes it into systems of record, and what a modern event operation needs to look like to drive real business outcomes.In this episode, you will learn:Why event and field marketing data remains fragmented across most organizationsThe most common data traps that prevent accurate event ROI measurementWhat interactions are typically lost during and after eventsHow to think about event value beyond basic lead captureWhat a well-run, integrated event operation looks like todayHow Marketing Ops, Revenue Ops, and Field Marketing can better alignThis episode is ideal for Marketing Ops, Revenue Ops, Field Marketing, and demand generation leaders who want to turn events from one-off activities into measurable revenue drivers.Episode Brought to You By MO Pros The #1 Community for Marketing Operations ProfessionalsSupport the show

Jason Eubanks on Building Oracel: Raising $30M in 28 Hours to Disrupt the $236B Go-To-Market Tooling Market with AI-Native Sales AutomationJason Eubanks, CEO and Co-founder of Oracel, discusses how the company raised $30 million in just 28 hours—oversubscribed at $40 million—by solving a critical problem in the go-to-market industry. With a $236 billion market opportunity and only a "desert of innovation" since the late 1990s, Aurasell is building an AI-native platform to intelligently automate sales workflows and consolidate the 12-15 fragmented tools that plague modern sales teams. Jason shares how his experience scaling revenue from $1M to $100M+ across five startups—including Twilio (IPO), Meraki (acquired by Cisco for $1.2B), and Harness—directly informed the founding vision of AurasellEpisode Timestamps- 00:00 - Introduction and Jason Eubanks joins the podcast- 00:26 - Why Oracel raised $30M in 28 hours despite initial $40M oversubscription- 01:24 - The "desert of innovation" in go-to-market tooling since the late 90s- 01:42 - History of CRM evolution from mainframe to cloud to niche products- 03:12 - Founding vision: One intelligent GTM sales platform to replace them all- 03:39 - How pain as a CRO across five startups led to Oracel's creation- 05:58 - The X-Ray productivity assessment revealing tool sprawl inefficiencies- 07:59 - Sellers spending 28% of time selling and 70% on manual tasks- 09:03 - First principles AI-native approach with whiteboards in the kitchen- 09:29 - Five key personas: SDR, seller, IC manager, executive, ops team- 12:18 - AI-native architecture: multimodal interface, lakehouse, and 10,000 agents- 14:39 - Unified data model importance for contextualized AI automation- 15:45 - Current hat wearing: product focus and 50% building go-to-market engine- 18:43 - Platform features and customer experience design philosophy- 19:05 - Three wow moments per persona as success metric- 20:39 - Onboarding experience: automatic territory building and customer choice- 21:40 - 10,000 agents discovering ICP, personas, and competitors automatically- 24:07 - Automated account research and value hypothesis creation- 25:34 - Outbound prospecting content generation with propensity scoring- 26:32 - Outbound sequencer integration and email platform plugins- 27:00 - AI voice dialer coming in three weeks with closed-loop automation- 28:47 - What's missing: deep marketing and customer success automation- 30:49 - Ideal customer profiles: startups and enterprises with tool sprawl- 31:30 - Solution for heavily customized legacy systems coming in December- 34:24 - Dynamic change detection layer solving technical debt- 36:23 - Jason's career arc from BMC Software through Harness- 37:09 - Why: helping go-to-market operators solve problems he experienced- 39:55 - Meraki's disruptive cloud-managed network architecture- 41:51 - Three constants: great product builders, important problems, massive markets- 43:22 - Intrinsic motivation as foundation for hiring and culture- 45:31 - Hiring from first job onward to assess character and values- 51:24 - Understanding why someone wanted to work at 14 years old- 53:21 - Importance of formative years for work ethic and intelligence- 55:46 - AI adoption culture: using own product and building agents internally- 56:36 - All employees use AI daily across PMs, engineers, and operations- 59:25 - Ask AI features: analytics dashboards, data enrichment, natural language-

Welcome to The K9PT Academy podcast, the only podcast in veterinary rehabilitation & physical therapy that focuses on helping business owners and entrepreneurs build and scale a profitable and successful canine rehabilitation business! As we wrap up the year and look ahead to 2026, one topic keeps coming up over and over again: raising prices. Most canine rehabpreneurs know they need to increase their fees—but the real struggle isn't the math. It's the mindset, confidence, and guilt that come with charging more during uncertain economic times. In this final episode before our holiday break, I share key lessons from a powerful group coaching call with our Incubator Mastermind, along with insights from The Soul of Money by Lynne Twist. We dive into the scarcity beliefs that keep rehabpreneurs undercharging, the healer's dilemma around money, and how to approach pricing with integrity, sufficiency, and confidence so you can build a sustainable business—and a better life. Listen to the full episode as we discuss:

After years of powerful conversations, raw honesty, and unwavering purpose, it's time to close this chapter of the Unbreakable Business podcast. In this bittersweet final episode, I'm taking a moment to celebrate everything we've built together—from the incredible guests who shared their truths to you, the listeners, who kept this show alive with your love, messages, and shares.Today, I'm highlighting the most transformative moments from across the show and highlighting snippets of conversations that moved us, challenged us, and changed how we think about success, entrepreneurship, and the lives we're building. Listen in to hear reflections from some of our most inspiring guests and a few personal thoughts from me along the way.The Unbreakable Business podcast is powered by HoneyBook, the AI-powered CRM platform for anyone with clients. Scale yourself and your business with all your leads, clients, projects, and payments in one place. Use the code PODCAST to get 20% off your first year as a new member.Mentioned in this EpisodeHere's the Tea with Akua KonaduReclaiming Hayley Paige: The power of perseveranceHow to embrace change and reset your business with Justin ShielsMaking money doesn't have to be hard with Denise Duffield-ThomasEarning predictable profits through memberships with Stu McLarenHow to become a podcaster with Les AlfredThe secret to working less so you can make more with Shay CochraneNavigating friendships as a business owner with Danielle Bayard JacksonThe power of sharing your story with Terry RiceThe freelancer's guide to a sustainable and scalable businessConnect with the hostWebsite: podcast.honeybook.comIG: instagram.com/honeybookIG: instagram.com/akuakonadu_Podcast: Here's the Tea with Akua Konadu Hosted on Acast. See acast.com/privacy for more information.

In this episode, Megan & Bill Discuss AI, Leads, Seminars & LeadStar Success Stories! Active Levinson Agents can access Complimentary & Exclusive LeadStar sales systems including Life, Health, Annuity, automated dialers, CRM, mailers, seminars, scripts, live transfers, preset appointments, trainings and more! Megan's Biography: With a bachelor's degree in marketing, Megan built her career through sales and customer service, gaining a deep understanding of how to connect with people and drive results. Licensed to sell Life, Health, and Annuity products, Megan combined industry expertise with a passion for growth. Currently, she serves as Director of Growth Marketing at AmeriLife, where she is responsible for the LeadStar suite of services. She helps partners accelerate success through innovative, data-driven sales enablement strategies. Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson  Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

The CRM vendor's Helen Russell and Jon Dick unpack the organizational and process changes, HR and skills strategy, and cultural shift. Mandates backed by tools, training, and engagement.

If you still think that a system for booking and onboarding new clients has to be complicated, this is the episode for you. What if you could take a potential client from inquiry to payment in under five minutes? In this episode, I sit down my copywriter Kara Duncan to show exactly how a fast, thoughtful, and human booking process changed her business.You'll hear how a simple CRM, a quick Loom video, and thoughtful follow-up emails turned missed opportunities into the fastest payment she's ever received. The best part? No sales calls required.Find It Quickly:00:25 - Welcome Kara Duncan00:52 - The Five-Minute Booking Process02:01 - Client Communication: The Key to Success05:21 - Enhancing Proposals with Loom Videos14:17 - The Importance of Follow-Up Emails22:11 - The Importance of Detailed Proposals23:22 - The Power of Loom Videos23:58 - Overcoming Sales Call Challenges24:57 - Effective Client Communication26:07 - The Value of Personalized Videos27:41 - Sales Calls vs. Video Proposals28:54 - Client Communication Strategies32:32 - The Five-Minute Booking Process39:53 - Reassuring Clients Post-PaymentMentioned in this Episode:Email Like You Mean ItEpisode 39 of The Kara Report: How to Create One (+ More Tips to SIMPLIFY Your Life With Your CRM) with Colie JamesEpisode 14 of The System for Everything: The System for Keeping It Personal (Even When It's Prewritten) with Colie JamesEpisode 123 of Business-First Creatives: 3 Videos to Create for Your Client Experience Right Now (Video Visibility Series)Connect with Kara:Website: thekarareport.comPodcast: thekarareport.com/podcastInstagram: instagram.com/thekarareport

As the year comes to a close, there's pressure everywhere to finish strong, set new goals, and rush into what's next. But what if the most powerful thing you could do right now… is pause? In this episode, Julie Deem invites you to slow down, breathe, and take an honest look at what you are done carrying forward. This isn't about resolutions or forcing a fresh start. It's about intentional closure, compassion, and choosing what gets left behind so you can enter the next season lighter, clearer, and more aligned.Episode Highlights:The end of the year is a natural closing season and not a time to push harder or prove more.Growth allows you to honor who you were while choosing who you are becoming.Peace often begins when performance ends.Closure does not always happen naturally and sometimes must be created with intention.Letting go is a form of self-respect and leadership.How you end the year shapes the emotional tone of the next one.Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you!Learn more at: https://lyfquest.io/Instagram:USW Podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kalena James ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Julie Deem ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠--------------------------------------------------USW Kokomo ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Production by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠⁠⁠⁠

¡Bienvenido al episodio #543 de “Con Licencia Para Vender”! En esta edición, Jorge Zamora aborda uno de los grandes desafíos en los equipos comerciales: ¿por qué los vendedores no usan el CRM? Si eres gerente de ventas, emprendedor o lideras un equipo comercial, este episodio es imprescindible para ti. Jorge Zamora comparte desde su experiencia directa las principales razones por las que los vendedores suelen resistirse al uso del CRM. Explica, con ejemplos concretos y prácticos, cómo muchos vendedores no ven impacto directo en sus comisiones al usar esta herramienta, por qué la falta de una “receta” o proceso claro desmotiva su uso, y cuál es el verdadero valor de dar contexto y propósito al uso cotidiano del CRM. A lo largo del episodio, recibirás claves sobre cómo lograr que tu equipo realmente incorpore el CRM a su rutina para que sea una herramienta alineada a su éxito y no una obligación sin sentido. Descubrirás la importancia de conectar el uso del CRM con la generación real de más y mejores negocios, la diferencia que hace tener procesos claros y cómo crear instancias donde el CRM cobre sentido en las reuniones y en el análisis de oportunidades. Como siempre, Jorge Zamora te ofrece recursos gratuitos, como talleres prácticos sobre cómo sacarle el máximo provecho al CRM, y te invita a contactarlo para recibir asesoría personalizada.

Today I'm joined by Scott Simons, Dealer Principle of Simons Chevrolet GMC. Scott breaks down the leap from corporate leadership to dealership ownership — the money discipline, personal brand, and network it actually takes. He lays out the unexpected challenges of buying his first store, how he navigated a sub-$10M investment, and why adaptability became his biggest edge. Dealers will walk away with clear, tactical insights on evaluating opportunities, managing risk, and jump-starting early growth. This episode is brought to you by: 1. vAuto - Join us at the Cox Automotive Village during NADA. See the latest vAuto innovations and talk to our experts. Reserve your spot now at https://www.coxautoinc.com/nada/vauto. Don't miss it—your next big advantage starts here. Visit @ https://www.coxautoinc.com/nada/vauto 2. Lotlinx - What if ChatGPT actually spoke dealer? Meet LotGPT — the first AI chatbot built just for car dealers. Fluent in your market, your dealership, and your inventory, LotGPT delivers instant insights to help you merchandise smarter, move inventory faster, and maximize profit. It pulls from your live inventory, CRM, and Google Analytics to give VIN-specific recommendations, helping dealers price vehicles accurately, spot wasted spend, and uncover the hottest opportunities — all in seconds. LotGPT is free for dealers, but invite-only. Join the waitlist now @ http://www.Lotlinx.com/LotGPT 3. Nomad Content Studio - Most dealers still fumble social—posting dry inventory pics or handing it off without a plan. Meanwhile, the store down the street is racking up millions of views and selling / buying cars using video. That's where Nomad Content Studio comes in. We train your own videographer, direct what to shoot, and handle strategy, to posting, to feedback. Want in with the team behind George Saliba, EV Auto, and top auto groups? Book a call @ http://www.trynomad.co Check out Car Dealership Guy's stuff: For dealers: CDG Circles ➤ ⁠https://cdgcircles.com/⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dealership recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgrecruiting.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Fix your dealership's social media ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.trynomad.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For industry vendors: Advertise with Car Dealership Guy ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics: 03:10 Key to acquiring the dealership? 06:24 How does family drive your motivation? 11:42 Biggest operational challenge and strategy? 14:13 Most crucial vendor relationship lesson? 24:59 Securing OEM approval: hardest part? 28:42 How to build a strong team? 29:52 How does networking drive career growth? 49:27 What is your ultimate legacy goal? Car Dealership Guy Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Download the FREE Tech Stack Checklist: tiquehq.com/tech-stack?utm_source=Podcast+Episode+154&utm_medium=Podcast+Episode+154&utm_campaign=Tech+Stack If choosing a task management system feels overwhelming, this episode is for you! Jennifer chats with system strategist Sarah Wills, founder of HeySwillsy and the expert behind Tique's ClickUp Business Hub. Sarah explains what a task management system actually does for your business, how it differs from a CRM and email marketing platform, and why the right tool can completely transform the way you work. She shares the essential features to look for, and explains why some platforms fall short while others scale effortlessly with your business. You'll also hear what finally pushed her toward ClickUp, how she helps travel advisors customize their systems, and the surprising ways data tracking can save you time, money, and stress. Whether you're drowning in sticky notes, managing a growing team, or trying to keep client work from slipping through the cracks, this episode will help you understand the logic behind your systems so you can work smarter, not harder! Connect with Sarah Wills: heyswillsy.com instagram.com/heyswillsy Today we will cover: (01:30) Meet Sarah Wills; how she became a systems expert (03:45) What a task management system actually does (08:20) What to look for in a task management platform (10:25) Trello vs. Clickup (19:35) How Sarah uses Dubsado and ClickUp together (24:10) How advisors can see referrals, return clients, and true marketing ROI (29:15) How to reevaluate your process using time tracking (38:15) Team management inside ClickUp; onboarding team members or ICs (47:30) What not to use ClickUp for Check out the ClickUp Business Hub Template → tiquehq.com/shop/clickup-business-hub-template Listen to Episode 154: How To Organize And Store Industry Contacts with Kristen Heitman JOIN THE NICHE COMMUNITY VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ Thanks to Our Tique Talks Sponsors: Cozy Earth - Use code COZYTIQUE for 20% off

Join Nick Lamagna on The A Game Podcast with his guest Jordan Fleming! On this episode of The A Game Podcast: Real Estate Investing for Entrepreneurs, Nick Lamagna sits down with Jordan Samuel Fleming — real estate investor, SaaS founder, and the co-founder of smrtPhone, the all-in-one cloud phone system and power dialer built for real estate investors and high-volume sales teams. Jordan's story is anything but typical: a classically trained musician turned tech strategist who went from building systems in the Podio ecosystem to helping thousands of businesses tighten their follow-up, track every touchpoint, and scale from a couple deals a month to consistent high volume without burning out. You'll hear the real "behind the curtain" conversations that matter to investors right now:   ✅  Why most investors stall at 1–2 deals/month (and what the best operators do differently)   ✅  The fortune-in-the-follow-up framework: lead buckets, consistent touchpoints, and why your CRM is full of "found money"   ✅  How power dialing, call logs, recordings, and team accountability can expose leaks and immediately increase conversions   ✅  Real talk on cold calling, texting, and communication compliance — and why doing the basics well still wins   ✅  Where AI in real estate is going next (and how voice + automation will reshape acquisitions) Jordan also shares insights from his new book "Click. Call. Scale." — a practical playbook for building a phone-first sales system that helps real estate investors close more deals through better conversations, better data, and better process.  He also hosts the hit podcast That Real Estate Tech Guy. If you're wholesaling, flipping, buying rentals, running a acquisitions team, or building a real estate business that needs more leads and better conversions, this episode is a must. Connect with Jordan / smrtPhone + grab the resources mentioned: Links are in the show notes. Support the show: If you got value, please follow/subscribe on Apple Podcasts & Spotify, and share this episode with an investor or entrepreneur who's ready to scale. See the show notes to connect with all things Jordan!   Connect with Jordan: FREE Copy of the Book CLICK CALL SCALE Here! Jordan Fleming on Youtube Jordan Fleming on Instagram Jordan Fleming on Threads Jordan Fleming on Twitter Jordan Fleming on Facebook Jordan Fleming on LinkedIn That Real Estate Tech Guy Podcast     Connect with Smrtphone: www.smrtphone.io SmrtPhone On Youtube SmrtPhone on Facebook Smrtphone on Instagram Smrtphone on LinkedIn SmrtPhone on TikTok Smrtphone on Threads   --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers      

Fear is part of the game, but it does not get to decide your future.In this episode, Todd Toback shares five real fears he faced on his path from sending handwritten letters and using fax machines to building a multi-million-dollar wholesaling business. He talks about feeling unprepared, leaving a six-figure job, spending real money on marketing, hiring a team, and stepping into completely new asset classes. Each fear became a turning point that pushed him toward greater growth.If fear has been holding you back, this episode is your reminder that confidence comes after you take action, not before it.---------Show notes:(0:50) Beginning of today's episode(1:09) Todd sets up the 5 fears he had to overcome in real estate(1:42) Fear #1: Not having the right tools (handwritten letters, no CRM, no systems)(3:52) Taking imperfect action and closing his first deal without contracts or funding lined up(4:25) How one phone call led to a $40,000 payday(5:09) Fear #2: Quitting a high-paying job and stepping into the unknown(6:23) How surviving a market crash made Todd a stronger investor(7:33) Fear #3: Spending real money on marketing(8:32) Turning $7,500 in mailers into a $38,000 deal(9:55) Fear #4: Hiring people and building a team(11:20) Why not hiring is actually more dangerous than competition(12:34) Fear #5: Investing in new asset classes outside of single-family homes(13:50) Defining “no-brainer” deals to reduce risk and fear(15:07) Dan Sullivan's 4 Cs: Commitment, Courage, Competence, Confidence(18:01) Why confidence only comes after you jump----------Resources:Dan Sullivan – The 4 Cs FrameworkBook referenced: Multiple Streams of Income by Robert AllenTo speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?

Show highlights include:-Why client experience and technology will be the primary differentiators for advisors in 2026.-What a true CRM “health check” looks like and why clean data is the foundation of everything.-How workflow automation and AI note-takers are reducing friction and reclaiming advisor time.-The tradeoffs between all-in-one platforms and best-of-breed technology stacks.-Why personalization at scale is becoming essential for modern advisory firms.-How firms should think about cybersecurity, compliance, and regulatory readiness.-The metrics and insights advisors should be tracking to better understand growth, profitability, and client value.Brian and Sue make one thing clear: firms that treat technology as a strategic asset - not just a collection of tools - will be best positioned to grow, compete, and serve clients more effectively in 2026 and beyond.Download our whitepaper here:https://jedidatabasesolutions.com/resources/Articles discussed today include:https://www.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/investment-management-industry-outlook.htmlhttps://finance.yahoo.com/news/customer-satisfaction-individual-annuities-strained-120000029.htmlhttps://www.investmentnews.com/fintech/summit-financial-massmutual-boost-advisor-appeal-with-growth-focused-tech/261873Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions:https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors:https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions:https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors:https://jedidatabasesolutions.comListen to more Advisor Talk episodes:https://eliteconsultingpartners.com/podcasts/