Podcasts about CRM

2026 is not asking you to be perfect, it's asking you to be audacious. In this episode, I break down why the people who will win in 2026 aren't the most talented… they're the ones who are the most consistent, the most visible, and the most courageous. I share the truth about what it really takes to stand out in this new era of attention, why “playing small” is the most painful place to stay, and how your audacity becomes the identity that carries you into the life you're craving. I also break down the mindset, focus, and level of visibility that will separate you from the pack this year even when judgment, fear, and imposter syndrome show up strong. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS Why 2026 requires more courage than any year before. Playing it safe is actually the most painful place to stay. What Amanda Frances taught me about betting on yourself. Why consistency + clarity will outperform talent this year. Why attention must be your new currency. RESOURCES Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

The Future of Insurance Sales is HEREThis is the first and only 24/7 AI-powered sales coaching platform built exclusively for insurance professionals. Book your Demo Here

Whether you're a brand-new agent still waiting on your first commission check or a seasoned agent trying to jumpstart a slow season, the real question is the same: where do you find a deal?  In real estate, there's no shortage of strategies: calling expireds, launching Facebook ads, working your sphere, and hosting open houses, but not all strategies are created equal, especially when you're just starting out.  Some methods build momentum fast, others require more skill, time, or confidence than most new agents have on day one. The goal isn't just to get a transaction, it's to get that first win that proves you belong in this business.  What are some of the easiest ways to generate a deal in 60-90 days? What lead gen methods should new agents avoid until they have more experience?  In this episode, we unpack the best ways to get early traction, from tapping into buyer leads and old contacts in your brokerage's database to simple text scripts that turn conversations into contracts.  Things You'll Learn In This Episode  Your sphere isn't exhausted; it's untapped Most agents don't fail because people don't trust them; they fail because they never actually reach out. What would happen if you texted every single contact in your phone this week? Old leads are hidden gold That “cold” or “dead” lead in the CRM might be someone else's future closing. What deals could you unlock if you spent just three hours a day calling your database? Buyers build momentum faster than listings If you're trying to get paid sooner rather than later, working buyer leads can be the quickest way to a paycheck. Why are so many agents resisting the easiest deals to close? Avoid the toughest game too early Expireds are powerful, but not for beginners. What traps do agents fall into when they jump into advanced lead types before building confidence?   About Your Host Greg Harrelson is a real estate agent, coach, trainer, and owner of Century 21 The Harrelson Group. He has been in the real estate business for over 30 years and has been professionally trained by coaches like Mike, Matthew, Tom Ferry, Chet Holmes, and Tony Robbins. He is in the top 1% of all Realtors nationwide. His goal is to empower his clients with the information they need to make sound financial decisions while being sensitive to the experience they seek in real estate ownership. The Harrelson Group has been the leading office in the Myrtle Beach real estate market for years, and they have recently added a new office in Charleston, SC. Guest Host Abe Safa is a highly experienced real estate expert with over two decades in the industry. He is a key leader at Century 21 The Harrelson Group, where he specializes in helping clients navigate complex real estate transactions with ease. In addition to his role at Century 21, Abe is a sought-after mentor and speaker, sharing his expertise through seminars and coaching programs to help other agents succeed in the competitive real estate market.

In this episode, John Wilson and co-host Jack Carr unpack one of the biggest transitions in home service — going from owner to operator. What does it really take to scale beyond yourself? We dive deep into building layers of leadership, knowing when to delegate, hiring vs. promoting internally, and what the first real leadership hire should look like. From service managers and field supers to accountability systems and EOS, this one's for owners ready to break through bottlenecks and build real organizational depth.You'll hear real playbooks from $1M to $40M+ companies—how John and Jack each handled growth bottlenecks, where they stumbled, and what they'd do differently.What You'll LearnBottlenecks by Design: How to identify when you've outgrown your org chart. First Leaders: The real tipping point for adding service managers, CSRs, and field supers. Hiring vs. Promoting: When internal leadership makes sense—and when it doesn't. Accountability That Sticks: How to keep KPIs and culture aligned as you scale. Delegation Done Right: The tasks owners should've offloaded yesterday. Revenue-Focused Management: Why your first manager should drive numbers, not just tech skill.

It is never too late to build your list and it's a lot easier than you think. In this episode, social media strategist Madi Beumee breaks down exactly how to use ManyChat to turn Instagram comments into DM conversations, capture emails directly inside IG, and move followers into offers you actually monetize. We talk about the must-have flows (from “shop my links” to resource bundles), common setup mistakes that cost you conversions, and video content systems so your automations actually have something worth responding to. Tune in to simplify, automate, and scale smarter. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS 00:00 Meet Madi Beumee, the “ManyChat girl” behind our DM automation strategy. 03:30 How the “comment a keyword” flow works in ManyChat. 09:15 Tips on creating your email list. 12:00 Systems for talking-head content that feeds your automations. 16:30 Why the first 3–6 months of video feel hard (and worth it). 20:00 The 3-part hook that makes your content watchable. 24:00 The most common automation mistakes. 27:00 Advice to improve completion rates & tracking. 33:00 When do you keep automated, and when do you add a human touch for higher-ticket offers? 35:00 Personal voice notes 48 hours after “seen” for higher-ticket follow-up. 39:15 Example series ideas you can use. 46:00 Why you don't have to niche down to one sentence. 50:00 When should you start ManyChat? RESOURCES Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Madi: @madibeumee

Meet Veronica, the dedicated teacher and guiding force, alongside Alice, the passionate Senior at Atlanta International School (AIS) and Co-President of AIS Against Human Trafficking. AIS Against Human Trafficking is a dynamic, student-led initiative dedicated to raising awareness and mobilizing action against human trafficking through education, powerful storytelling, and global partnerships. This story represents the heart-wired generation students who are actively using their empathy and digital fluency to drive monumental societal change

What if the fastest way to grow your career is to reinvent how you work before the market forces you to? In this episode, I had the pleasure of sitting down with Caitlin Clark-Zigmond, a two-time entrepreneur and former CMO for Intel's global software and SaaS portfolio, to map the leap from hands-on operator to AI-powered brand builder, and why clear value translation beats clever slogans every time.Caitlin takes us from scaling a catering business to shipping Comcast Digital Voice, to leading massive B2B portfolios at Verizon and Intel. We dig into how Intel Tiber emerged to make software visible inside a hardware giant, uniting trust and security, AI and ML, edge and cloud, performance optimization, and developer workflows under a narrative customers could navigate. The result: sharper messaging, analyst clarity, and real pipeline acceleration. If your portfolio feels like a maze, her brand framework shows you how to draw a clean map.Then we get practical with AI go-to-market. Forget tool-chasing—start with painful use cases, build on clean, connected data, and let AI amplify what already moves the needle. Caitlin explains why a CDP or an MCP layer unlocks CRM, marketing automation, analytics, billing, and customer success, enabling them to communicate effectively with each other. We cover intent data for account prioritization, conversation intelligence for coaching, predictive scoring for pipeline, and agents that handle repetitive data pulls and weekly reporting so teams can focus on thinking, not tab-hopping.For leaders and modern marketers, the upskilling path is clear: achieve 30% fluency in core AI concepts, measurement, and understanding how your stack—HubSpot, Salesforce, GA, CDPs, and chat systems —actually works. You don't need to code; you need to understand revenue mechanics. We also share Caitlin's strategic networking system—the 5–5–5 method—that turns coffee chats into an operating system for your career, with value-first follow-ups that work even for introverts.We conclude with candid insights on the value of progress over perfection, investing in relationships before you need them, and redefining success in terms of client transformation, sustainable growth, and work-life integration. Subscribe, share with a friend, and tell us: what's the scary move you're finally ready to make?Resources: Website: www.clarkgp.com  LinkedIn: https://www.linkedin.com/in/caitlinclarkzigmond Upcoming LILive GTM Event: https://www.linkedin.com/events/2026gtmrealitycheck-makemisalig7393722093324107776/Monthly Blog: https://gtmmaven.substack.com/p/why-the-c-suite-must-work-together

Dan Foody, CEO and co-founder of Cloze, dives deep into the data behind agent communication failures. He reveals that 88% of conversations never enter the CRM, leading to massive lost opportunities. Dan explains his vision for the future, where AI uses customer data to identify what's important to them in the moment. He warns that agents risk losing their sphere to the "Zillows of the world" unless they master personalized outreach and transform their relationships into a sustainable differentiator.   Connect with Dan on LinkedIn.    Learn more about Cloze on X - Instagram - Facebook - LinkedIn - YouTube or online at ai.cloze.com.   Subscribe to Real Estate Insiders Unfiltered on YouTube! https://www.youtube.com/@RealEstateInsidersUnfiltered?sub_confirmation=1   To learn more about becoming a sponsor of the show send us an email: jessica@inman.com You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/   Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube, Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com.   Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/  

Hey CX Nation,In this week's episode of The CXChronicles Podcast #271, we welcomed Marcus Smith, CEO at Cloud Trailz based in Atlanta, GA. Cloud Trailz offers their customers Saleforce help without all of the hassle by providing professional, expert users that come with the playbooks required to achieve utilization & success with the world's largest CRM. In this episode, Marcus and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that his team think through on a daily basis to build world class customer experiences.**Episode #271 Highlight Reel:**1. Salesforce utilization management in today's world  2. Why you might be over-building your CRM 3. Implementing tech changes within an organization  4. Building playbooks to guide your team & create consistency  5. Leveraging 360 feedback to build high-performing teams Click here to learn more about Marcus Smith Click here to learn more about Cloud TrailzHuge thanks to Marcus for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & contact center space into the future. For all of our Apple & Spotify podcast listener friends, make sure you are following CXC & please leave a 5 star review so we can find new members of the "CX Nation". You know what would be even better?Go tell your friends or teammates about CXC's custom content, strategic partner solutions (Hubspot, Intercom, & Freshworks) & On-Demand services & invite them to join the CX Nation, a community of 15K+ customer focused business leaders!Want to see how your customer experience compares to the world's top-performing customer focused companies? Check out the CXC Healthzone, an intelligence platform that shares benchmarks & insights for how companies across the world are tackling The Four CX Pillars: Team, Tools, Process & Feedback & how they are building an AI-powered foundation for the future. Thanks to all of you for being apart of the "CX Nation" and helping customer focused business leaders across the world make happiness a habit!Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

On today's podcast, we talk about the ongoing Federal government shutdown and its impacts on CRM and academia. We discuss the complications that arise when government contracts with universities have no federal administrators, the effects of furloughs on CRM compliance work, and how you can help the furloughed federal archaeologists. Despite the adverse effects, there is the potential for a backlog of work that needs to get done once the government opens again. This could mean work for CRMers across the country. The show hosts are taking on topics that are causing adverse effects on CRM and the rest of our country in ways that none of us can predict. Listen and stay informed.TranscriptsFor rough transcripts of this episode go to https://www.archpodnet.com/crmarchpodcast/321Blogs and Resources:Bill White: Succinct ResearchDoug Rocks-MacQueen: Doug's ArchaeologyChris Webster: DIGTECH LLCAndrew KinkellaKinkella Teaches Archaeology (Youtube)Blog: Kinkella Teaches ArchaeologyArchPodNetAPN Website: https://www.archpodnet.comAPN on Facebook: https://www.facebook.com/archpodnetAPN on Twitter: https://www.twitter.com/archpodnetAPN on Instagram: https://www.instagram.com/archpodnetAPN ShopAffiliatesMotion Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Consistency is more than showing up every week. In this episode, Kalena James and Julie Deem unpack the real engine behind consistency so you can navigate noisy seasons and pressure without losing momentum. If you have a trail of starts and stops or you are wondering whether to push through or pivot, this episode gives you a clear audit for staying consistent without burning out.Episode Highlights:Consistency is powered by a clear why.The work will always expand but your time will not so choose aligned work intentionally.Leaders who last keep the message steady while allowing the method to evolve.Pain and pressure can distract you from your why if you are under-resourced or overextended.Your why can change.If you lose your why you will lose your way.Strategic pauses protect consistency by preventing burnout.Bet on yourself by giving yourself the same advocacy you give everyone else.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

** AWS re:Invent 2025 Dec 1-5, Las Vegas - Register Here! **SnapLogic CTO Jeremiah Stone reveals how they evolved from open-source to AI-powered integration platform, doubled AI adoption with one UX change, and delivers measurable enterprise ROI.Topics Include:SnapLogic CTO shares their decade-long journey building AI-powered integration with AWS partnership.SnapLogic drives "human cost of integration to zero" for thousands of global companies.Started as open-source project, pivoted to cloud in 2015 with AWS infrastructure.Began AI workloads in 2018, predicting next steps in integration workflows using models.Became AWS Bedrock launch partner, completely reinventing their product for generative AI era.SnapLogic lives through transformations first, then credibly helps ISV customers do same.Helped Adobe migrate entire CRM from Salesforce to Microsoft over single weekend.Built normalized data architecture using S3, Iceberg, Glue for analytics-ready enterprise data.SnapGPT copilot converts plain language prompts into complete integration pipelines in minutes.Live demo shows generating Salesforce-to-Redshift pipeline with filters using natural language commands.Small UX tweak adding helpful header doubled monthly active users of SnapGPT.Changed legal agreements in 2017 to capture metadata, enabling AI features years later.Agent Creator delivers ROI across customers: Inspirant, Core Plus, AstraZeneca use cases.SnapLogic's own finance team cut order reconciliation from 40 hours monthly to 90 minutes.Key lessons: governance first, understand business impact, use AWS native patterns consistently.Participants:Jeremiah Stone – Chief Technical Officer, SnapLogicOlawale Oladehin – Managing Director, NAMER Technology Segments, Amazon Web ServicesSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

Episode Title: ASMR Rain Sounds with Personal Attention for SleepDescription:In this episode, we invite you to unwind with soothing ASMR rain sounds paired with gentle personal attention to help you relax and drift into a peaceful sleep. Discover how the calming rhythm of rain combined with soft, caring whispers can ease your mind, reduce stress, and create the perfect environment for restful slumber. Whether you're struggling with insomnia or simply want to enhance your bedtime routine, this episode offers a serene escape to tranquility.Take a moment tonight to let the comforting sounds wash over you and carry you into a deep, restorative rest.Join us next time as we continue bringing you peaceful moments designed to nurture calm and relaxation.DISCLAIMER

Episode Title: Relaxing Rain Ambience to Calm Anxiety Before BedDescription:In this episode, we invite you to unwind with the soothing sounds of gentle rain, designed to ease anxiety and help you find calm before bedtime. Discover how rain ambience can create a peaceful atmosphere, promoting relaxation and a restful night's sleep. We'll share tips on using these natural sounds as a tool to quiet your mind and release tension after a busy day.Make it a habit to spend a few moments with this calming rain soundscape each night. These simple pauses can bring balance and serenity into your daily routine.Stay tuned for our next episode as we continue exploring ways to nurture your inner peace.DISCLAIMER

Episode Title: Calming Rain and Thunderstorm Ambience for FocusDescription:In this episode, we immerse ourselves in the soothing sounds of rain and thunderstorms designed to help you find focus and calm. Whether you're working, studying, or simply need a peaceful backdrop, these natural soundscapes can clear your mind and boost concentration. Learn how integrating this ambience into your daily routine can create a serene environment that supports productivity and mental clarity.Take a moment for yourself today—let the gentle patter of rain and distant thunder guide you to a place of calm focus.Join us next time as we continue exploring simple ways to bring more peace into your life.DISCLAIMER

Episode Title: Relaxing Rain Sounds for Anxiety and Sleep SupportDescription:In this episode, we dive into the soothing world of rain sounds and how they can help ease anxiety and improve sleep quality. Discover the calming effects of gentle rain and learn simple ways to incorporate these natural sounds into your daily routine for better relaxation. Whether you're struggling with stress or just need a peaceful backdrop for rest, rain sounds might be the perfect companion to help you unwind and recharge.Take a moment today to breathe deeply and let the soft patter of rain wash away your worries. Small pauses like these can create meaningful calm in our busy lives.Tune in next time as we continue exploring tools for tranquility and mindful living.DISCLAIMER

Send us a textWhat if your hen house burned tonight—would your plan hold? We sit down with Brett Cohrs, CRM and Senior Vice President at Palomar Insurance, to unpack what's really changing in poultry insurance and how leaders can turn risk management into a competitive edge. From rate softening for large layered property programs to tighter appetites for smaller growers, Brett explains why deductibles are climbing, which choices actually move premiums, and how to prepare your balance sheet for higher retention without jeopardizing growth.We get specific about fire risk in modern barns. Annual infrared scanning, true 100‑foot separation, and two‑hour fire doors in corridors and processing areas now sit at the center of underwriting scrutiny. Cage‑free has multiplied exposure: bigger single‑site values, more motors and controls, and dust acting as fine fuel. We talk through why control systems built to protect birds can unintentionally feed a blaze, and how purpose‑built barn technology can detect abnormal heat, trigger early response, and keep a local incident from becoming a total loss.Beyond property, Brett maps the risk terrain producers often overlook: product recall in decentralized models, employment practices liability as regulations shift, cyber exposures to connected controls, and the market shocks that turn a covered loss into a larger business interruption claim. He shares practical guidance for building a winning submission—accurate valuations, defensible BI calculations, documented maintenance, and clear contingencies for parts, graders, and egg sourcing—plus scenario exercises every manager should run before renewal.If you lead an egg or poultry operation, this conversation will help you decide where to invest first, which practices underwriters reward, and how to design a program that survives bad days and funds growth on good ones. Subscribe, share with your team, and leave a review with the one change you'll make next week to improve your farm's risk posture.Hosted by Brandon Mulnix - Director of Commercial Accounts - Prism ControlsThe Poultry Leadership Podcast is only possible because of its sponsor, Prism ControlsFind out more about them at www.prismcontrols.com

¡Bienvenido al episodio #541 de “Con Licencia Para Vender”! En esta nueva edición, Jorge Zamora continúa su serie práctica sobre CRM, explorando cómo esta herramienta puede transformar la prospección y el relacionamiento con clientes. Si tienes una empresa, lideras un equipo de ventas o buscas mejorar tus resultados, este episodio es clave para entender el verdadero valor de un CRM bien utilizado. Aquí, Jorge Zamora comparte su experiencia trabajando con distintas plataformas de CRM, y enfatiza que lo más importante no es cuál eliges, sino cómo aprovechas su potencial. El foco del capítulo está en el email marketing, mostrando tres estrategias concretas para mejorar tu prospección: la segmentación por intereses, las secuencias automáticas y la educación personalizada del cliente tras la compra. Todo ilustrado con casos reales y consejos aplicables para cualquier negocio. Descubrirás cómo crear listas inteligentes dentro del CRM para hablarles a tus clientes exactamente de lo que les interesa, cómo automatizar el seguimiento de webinars para aumentar el número de reuniones agendadas, y cómo diseñar secuencias de onboarding educativo que elevan la satisfacción y fidelización tras la venta. Además, Jorge Zamora insiste en derribar el mito de que el email marketing está obsoleto, compartiendo ejemplos de empresas que logran altas tasas de apertura y apreciación por el contenido útil. El episodio sirve de guía práctica para convertir tu CRM en la columna vertebral de la estrategia de ventas y crecimiento. No faltan recomendaciones para acceder a programas de entrenamiento especializado, y la invitación a contactarlo directamente para recibir asesoría personalizada.

In this behind-the-scenes episode, Chris Johnstone welcomes a new team member and walks them through exactly how Connection Incorporated helps loan officers dominate their markets. From mastering referrals to leveraging A.I. automation, you'll see how top producers are growing their businesses faster than ever — without chasing low-quality leads.   3 Key Takeaways:   The 4 Pillars of Growth — How to build your mortgage business using referrals from your database, real estate agents, deals in process, and A.I. search engines like ChatGPT. Automation that Works — Discover how the Loan Officer A.I. CRM runs your marketing, calling, and follow-ups automatically. Done-for-You Success System — Learn how our North American concierge team makes calls, books appointments, and helps clients close more loans every month.   See exactly how we help loan officers build consistent, referral-based growth using proven systems and cutting-edge A.I. tools.

On today's podcast, we talk about the ongoing Federal government shutdown and its impacts on CRM and academia. We discuss the complications that arise when government contracts with universities have no federal administrators, the effects of furloughs on CRM compliance work, and how you can help the furloughed federal archaeologists. Despite the adverse effects, there is the potential for a backlog of work that needs to get done once the government opens again. This could mean work for CRMers across the country. The show hosts are taking on topics that are causing adverse effects on CRM and the rest of our country in ways that none of us can predict. Listen and stay informed.TranscriptsFor rough transcripts of this episode go to https://www.archpodnet.com/crmarchpodcast/321Blogs and Resources:Bill White: Succinct ResearchDoug Rocks-MacQueen: Doug's ArchaeologyChris Webster: DIGTECH LLCAndrew KinkellaKinkella Teaches Archaeology (Youtube)Blog: Kinkella Teaches ArchaeologyArchPodNetAPN Website: https://www.archpodnet.comAPN on Facebook: https://www.facebook.com/archpodnetAPN on Twitter: https://www.twitter.com/archpodnetAPN on Instagram: https://www.instagram.com/archpodnetAPN ShopAffiliatesMotion Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Scaling Japan Podcast, we welcome Sam Bird, a marketing and communications executive with over two decades of experience in digital strategy, business development, and B2B marketing. He has served as COO of Custom Media and AIM B2B, and has trained executives and multinational teams across Japan.Sam breaks down how AI is transforming search behavior, and why traditional SEO tactics no longer guarantee visibility in AI-generated results from tools like ChatGPT, Bing Copilot, and Perplexity.He explains the growing importance of GEO (Generative Engine Optimization) and AEO (Answer Engine Optimization), what companies are getting wrong when adapting, and how businesses in Japan can take advantage of the current AI adoption gap.If you're a marketer, consultant, or content strategist looking to stay ahead of the AI curve, especially in Japan, this episode is your inside guide to the future of search.AIM B2B – Integrated Marketing & PR in Asia This episode is sponsored by Custom Media, Tokyo's leading integrated marketing and PR agency since 2008, helping global brands expand across Japan and APAC. They can help you with:Localized storytelling to build trust in Asian marketsStrategic performance marketing for measurable growthAccount‑based marketing (ABM), paid media, GEO, and SEOHubSpot‑certified CRM & marketing automationData‑driven implementation with cultural expertise⁠

Ever wonder what happens inside our masterminds? In this episode, Chris and I share the questions from members in both our MCM and Elite Entrepreneur Mastermind and the exact answers we gave. We talk about how to know if you're using your “rebuild” season wisely, finding the right words to describe what you do, and handling the “I can't afford it” objection during sales. Plus, we're celebrating the launch of Glōci's new Glow & Debloat flavors (they're seriously next-level!) Remember, growth happens when you ask better questions and surround yourself with people who have the answers. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS The new Glōci Glow & Debloat flavors are officially out! How to know if your “behind-the-scenes” season is productive or procrastination. The golden rule for copy that converts. How to craft a one-sentence answer that makes people instantly get what you do. The biggest mistake coaches and service providers make when describing their offers. Why stacking value matters more than lowering your price. RESOURCES Try the new Glōci Glow & Debloat flavors HERE Apply for our Elite Entrepreneur Mastermind HERE Get on the waitlist for MCM Mastermind HERE Join the Audacity Challenge HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Chris: @chriswharder

Today I'm joined by Fred Emich IV, Partner at Emich Automotive. We cover how Emich Automotive became the #1 EV retailer for Kia, the challenges Fred's faced as Chairman of VW's National Dealer Council, and the evolving threat Scout poses to VW dealers — plus much more. This episode is brought to you by: 1. 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 @ Lotlinx.com/LotGPT 2. CDK Global - Managing inventory doesn't have to be a grind. Backed by over 50 years of CDK know-how and powered by next-gen AI tools, you'll price with confidence, merchandise like a pro, and move cars off the lot faster — all while boosting your bottom line. Learn more about the CDK Vehicle Inventory Suite @ https://www.cdkglobal.com/cdk-vehicle-inventory-suite 3. CDG Circles - A modern peer group for auto dealers. Private dealer chats. Real insights — confidential, compliant, no travel required. Visit https://cdgcircles.com to learn more. Check out Car Dealership Guy's stuff: For dealers: 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: 00:37 How did racing shape Fred's career? 02:51 Entering the family car business how? 05:40 Biggest triumph and challenge in auto? 09:57 Strategy for dominating the EV market? 17:34 Future vision for Volkswagen leadership? 20:39 Key industry challenge with Volkswagen? 22:26 Direct-to-consumer: threat or opportunity? 24:28 How has Tesla impacted the industry? 35:30 How does community shape future vision? 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

When the events industry collapsed during COVID, Richie Matthews faced a choice: rebuild or reinvent. He chose real estate—starting with two rental units in San Diego that became a 62-door empire. In this episode, Richie shares how he found balance, systems, and financial freedom through rental arbitrage and creative finance. Discover how to escape burnout and build a business that serves your life, not the other way around.

If you've ever felt frustrated by missed client inquiries or uncertain about whether your marketing is actually working, you're not alone.  Many practice owners rely on spreadsheets, sticky notes, and scattered inboxes to manage new leads — and the result is lost revenue, inconsistent follow-up, and plenty of sleepless nights. In today's episode, I'm joined by Brent Stutzman, founder of TheraSaaS, a HIPAA-compliant CRM built specifically for therapists in private practice.  Brent brings years of experience helping practices scale through smarter marketing systems, and he's here to share how a CRM can completely transform your sales and marketing process. You'll learn how to bring all your leads, communications, and marketing efforts into one central place, so nothing falls through the cracks and you can make confident, data-informed decisions about your practice's growth. In this episode, you'll learn: The three levels of CRM implementation that save hours each week and boost conversions How to track exactly where your best clients come from — and why a 50/50 Google-to-referral ratio signals a healthy practice The difference between a CRM and your EHR, and why they're not interchangeable Why consistent, value-based follow-up sets your practice apart from the competition Simple automation ideas to respond faster, build trust, and stay connected with potential clients Links mentioned in this episode: TheraSaaS: therasaas.com 157. How to Position Yourself As the #1 Trusted Practice In Your Community Brent Stutzman   Watch The Video:   This Episode Is Brought To You By: RevKey specializes in Google Ads management for therapists, expertly connecting you with your ideal clients. They focus on getting quality referrals that keep your team busy and your practice growing.   Visit RevKey.com/podcasts for a free Google Ads consultation   Alma is on a mission to simplify access to high-quality, affordable mental health care by giving providers the tools they need to build thriving in-network private practices. When providers join Alma, they gain access to insurance support, teletherapy software, client referrals, automated billing and scheduling tools, and a vibrant community of clinicians who come together for education, training, and events.   Learn more about building a thriving private practice with Alma at helloalma.com/elevation. About Brent Stutzman After helping his wife successfully launch her counseling practice in 2016, Brent Stutzman saw a need to help other practice owners build powerful sales funnels to grow their brand and practices. Since then he's launched over 12 private pay practices across the country, a CRM software for therapists called TheraSaaS, and an eCourse called Private Pay Practice Program.   His mission is to help 30,000 private practice owners launch, grow, or scale their practices by 2030.   He's a former Storybrand Guide and lives in Chicagoland with his wife of 21 years, and their 4 beautiful children. About Daniel Fava Daniel Fava is the owner and founder of  Private Practice Elevation, a website and SEO agency focused on helping private practice owners create websites that increase their online visibility and attract more clients. Private Practice Elevation offers web design services, SEO (search engine optimization), and WordPress support to help private practice owners grow their businesses through online marketing.    Daniel lives in Atlanta, GA with his wife Liz, and two energetic boys. When he's not working he enjoys hiking by the river, watching hockey, and enjoying a dram of bourbon.  

What if your entire market has fewer than 100 LOs? Is hiring a recruiter still worth it? In this episode of Recruiting Conversations, I walk through the exact framework for determining whether a recruiter is the right move in a small market. I cover the systems, mindset, math, and sequencing that make it work, and share a real-world story of one leader who turned 85 LOs into 9 hires in 12 months. This isn't about headcount. It's about mastery, clarity, and building a system that multiplies your time. Episode Breakdown [00:00] The Question – Is it worth hiring a recruiter if I only have 70 to 100 loan officers in my area? [01:00] Why Market Size Is the Wrong Lens – It's not how many LOs exist, it's how many are aligned and how strong your system is [02:00] Visibility vs. True Recruiting – Reaching out once is not recruiting. You need consistent, structured engagement [02:30] Real Story: Midwest Leader With 85 LOs – After mapping the market, he realized very few LOs had received consistent value or follow-up [03:30] Question 1: Is Recruiting a Top 3 Priority? – If not, a recruiter becomes an admin, not a multiplier [04:00] Question 2: Do You Have a System? – CRM, avatar, cadence, scripting, follow-up, all must be in place before hiring [04:45] Question 3: Are You Recruiting for Fit or Volume? – In small markets, alignment is more important than raw production [05:20] Question 4: Can You Tell a Clear Story? – If your recruiter can't communicate your value clearly, you'll lose to comp-focused competitors [06:00] The Math That Makes It Work 3 key hires = $60K/month revenue $720K annually More than enough to justify the hire [06:30] What a Recruiter Should Be – Not a cold caller, but a connector who runs value plays and books warm calls [07:00] When to Delay the Hire – If your system is messy or undefined, wait. Build first. Then hire [07:30] Real Results – The Midwest leader built a system first, hired a recruiter second, and scaled to 9 hires in a "too small" market [08:00] Action Steps Build a clean LO list Document your recruiting message Create a 90-day value-add follow-up plan Prove it works Hire a recruiter to run the top of funnel [09:30] Closing Thought – You don't need more market. You need more mastery. Strategy wins, not size Key Takeaways It's Not About Market Size. It's About Market Mastery – A recruiter in a small market works if the system is already built Recruiting Must Be a Top Priority – No hire can replace your ownership of the vision Build First, Hire Second – Document your message, process, and rhythms before bringing someone in Focus on Alignment Over Volume – In a small market, values and vision matter more than raw numbers Your Story Wins the Game – When your message is clear, your recruiter becomes a magnet, not a salesperson A small market doesn't limit your impact. Lack of clarity does. Build the system. Then scale it with the right partner. Want help building your recruiting system so a recruiter can multiply it? Subscribe to my weekly email at 4crecruiting.com or book a strategy session at bookrichardnow.com. Let's help you win in any market no matter if it's big or small.

In this episode of Head, Heart, and Boots, Brandon and I dive into what Netflix got right about radical candor and how restoration leaders can use it to build healthier, faster-growing teams. We pull insights from No Rules Rules, share how we're applying those same principles inside FP Restoration, and talk about how fear of feedback quietly kills trust, growth, and leadership potential. hope you enjoy - Chris Why You Should Listen [00:03:40] How Netflix built a culture of radical candor and why it became a competitive edge [00:10:00] What happens when leaders reward truth instead of politics [00:18:00] How we're using radical candor inside FP Restoration to drive real growth [00:27:00] Creating safety and structure so your team can speak up with honesty [00:38:00] Why someone has to go first if you want a culture built on trust Did you know... Only 30% of businesses listed for sale actually find a buyer? Even more striking, just 10% of those sell for the price their owners anticipated or higher, meaning only 3% of all business owners achieve their desired sale price. By focusing on understanding and enhancing your enterprise value, you can significantly boost your chances of joining that successful 3%. Business Health & Value Assessment Start Assessment Know Your Enterprise Value. See Your Potential Gaps. Complete this assessment in less than 15 minutes and receive a free assessment for your business that includes: A Lite Valuation Of Your Business Your Value Multiplier Per Your Industry Health Assessment Per Our PYB Methodology Business Value & Growth Roadmap Tailored For You Value Acceleration Strategies Spotlight on Floodlight: Your Secret Weapon for Sales & Scaling This isn't a paid plug. It's real talk from the front lines. If you've ever thought, “How do I get a VP-level sales leader or even a sales team without hiring full-time?” Floodlight has the answer. Fractional Sales Leadership They act as your outsourced VP of Sales, taking full responsibility for training, managing, and growing your sales team. No six-figure hire needed. Clients often close 20 to 50 percent more deals within six months, thanks to data-driven coaching, CRM setup, scripts, and performance reviews.More at floodlightgrp.com/sales Commercial Sales MasterCourse A self-paced, video-driven B2B sales course designed specifically for restoration teams. Perfect for building commercial revenue and getting free from TPA handcuffs. Covers mindset, prospecting, pipeline building, LinkedIn lead generation, and includes a $250 discount with code SALESBOOST.Details at floodlightgrp.com/courses Tailored Consulting & Coaching Floodlight's Propel Your Business methodology offers a full-circle roadmap: financials, sales, marketing, leadership, recruiting, productivity. All built for contractors. These aren't “life coaches.” They're former restoration owners who've lived the chaos and know how to scale out of it.Explore more at floodlightgrp.com Live Training, Tools & Strategic Partnerships Floodlight also delivers live onsite and virtual training, keynote speaking, and leadership tracks covering operations, project management, and strategic growth. Bonus: They've vetted tools like Xcelerate, Liftify, and Sureti. Floodlight clients get access to exclusive discounts on tech that actually moves the needle.See all partnerships at floodlightgrp.com/partners Why it matters for you as a listener You don't need to figure this stuff out alone. If you're serious about sales growth, operational clarity, exit readiness, or leadership development, Floodlight is already helping folks like you scale smarter. And you get it from industry insiders. People who've sat in your chair, survived the fires, and built systems that actually work.

The fastest way to win more ISO and agent deals isn't adding more vendors; it's sharpening the story. We sit down with John Barrett and Andie Hill from Payroc to unpack how a focused core product strategy transformed recruiting conversations, accelerated close rates, and unlocked real wins in the SMB space. This is the third and final episode in our three-part series titled: Focus. Build. Win.John breaks down the four-part recruiting pitch that sets expectations and gets to fit fast: who Payroc is as a full-service acquirer, what the core solutions do, how infrastructure and culture support partners as customer number one, and where international expansion opens future lanes. Andie takes us into the field results: near sellouts of their terminal twice in a year, a step-change in win rates, and tangible gains when SMBs finally get pay by text, lightweight invoicing, and a polished countertop experience without enterprise POS cost or complexity. Service verticals like auto repair and landscaping benefit from simple scheduling, mobile-friendly payments, and fewer keyed transactions -practical improvements that agents can demo and merchants adopt quickly.We also walk through a vertical ISO case study that shifted to sending 95 percent of its business to Payroc after repeatable onboarding, underwriting alignment, and responsive support outperformed legacy processors. Throughout the conversation, feedback loops drive the roadmap: trade show questions, CRM win-loss data, and partner demos surfaced the need for features like scheduling, which moved from request to release. The core message is clear; focus doesn't mean fixed. The stack evolves, but the promise stays consistent: fewer products, better execution, stronger support, and a go-to-market that respects the time of the people closest to the merchant.

Fed cuts rates, mortgage rates climb. If you're wondering how that math works, you're not alone. In this week's episode, Mike Mills untangles the real connection between the Fed, mortgage-backed securities, and why housing affordability in Texas still isn't catching a break.Episode OverviewThe Fed rate cut reaction caught everyone off guard—rates went down at the central bank but up for homebuyers. In this episode, Mike Mills explains why mortgage rates often move opposite of Fed cuts, breaking down how mortgage-backed securities (MBS), tariffs, and investor sentiment actually drive the market. Realtors will learn how to communicate these changes clearly to clients, structure deals with buydowns and concessions, and anticipate what the next Fed meeting might bring. Mike also dives into Texas housing turnover trends, new Fannie Mae credit score updates, and how to automate your real estate database with AI tools to stay ahead in 2025's unpredictable market.

In this episode of How to Ride a Roller Coaster, host David Ezell sits down with Perry Sheraw — a pioneer in marketing automation and customer experience strategy. Long before tools like HubSpot and Klaviyo became industry staples, Perry was building CRM systems from scratch, connecting call centers to digital marketing, and architecting the early blueprints of what we now call customer journey design.Together, David and Perry explore how founders and teams can bridge the gap between marketing and sales, transform chaos into consistency, and design systems that build trust over time — not just conversions. They dig into:Why marketing and sales silos still exist (and how to break them)How to map your customer journey using a whiteboard, not a dashboardBuilding automations that feel human — from welcome emails to onboarding flowsThe psychology behind customer trust and why email still outperforms socialNew frontiers in automation, including WhatsApp integration and conversational AIHow to “turn the lights on” in your marketing house — and stop losing leads you've already paid forWhether you're an entrepreneur trying to scale your first system or a marketing leader rethinking automation strategy, this episode offers a grounded, tactical approach to customer-centric growth.Perry Sheraw is a strategist, consultant, and speaker specializing in marketing automation and customer experience frameworks. She's led marketing and call center operations for highly regulated industries, built cross-functional CRM systems, and currently advises companies on scaling automation with empathy. Perry is also writing a forthcoming book on marketing automation frameworks for young professionals — a practical guide on integrating automation and selling it to the C-suite.Learn more at perrysheraw.comShow links:• Connect with Perry on LinkedIn• HubSpot – hubspot.com• Mailchimp – mailchimp.com• Klaviyo – klaviyo.com• Seth Godin – “Permission Marketing”• Neil Patel – neilpatel.comHigh-level takeaways:• “If you invite people to your house and then leave, that's what it's like sending paid traffic without follow-up.”• “Automation isn't about removing the human — it's about meeting them where they are.”• “Start your customer journey on a whiteboard, not in a platform.”• “Marketing and sales are two halves of the same customer conversation.”

You don't need more time, you need a moat. In part two of this conversation with Pace Morby, we dive into how to turn fear into forward momentum, future-proof your income as AI reshapes entire industries, and why masterminds and proximity are the fastest way to reinvent yourself. He also shares where to put money now (and what to avoid), how to replace the average U.S. income with three co-living rentals, and the rule for getting in rooms that will change your life. Get ready to invest only where demand is undeniable.  Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS 00:00 How do you outsmart your brain when it wants to play safe? 08:45 The one belief Pace wants his kids to inherit. 17:15 Where to start investing if you have $0 to $200K. 21:00 Why should you learn to buy without using your own money? 24:00 How universal income could reshape the housing market. 29:45 Tips to build wealth in the automation era. 34:00 How stipends and assistance intersect with real-estate strategy. 38:15 The co-living playbook that replaces a full income with three homes. 46:00 The rooms and relationships that expand your future. RESOURCES Learn more about Creative Nation Tour HERE Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci Follow Pace: @pacemorby

Meet Erin

Vanessa Davis Frederick, founder of Do & Talk, a mission-driven virtual assistant agency that helps veterans, women, and BIPOC entrepreneurs grow their businesses with culturally competent and strategic support.Through tailored services like CRM setup, grant tracking, MWBE certification assistance, and nonprofit reporting, Vanessa and her team empower overlooked visionaries to focus on their mission while she handles the behind-the-scenes magic.Now, Vanessa's journey from corporate life at a Black History Museum to launching her own VA business demonstrates how lived experience can fuel purposeful entrepreneurship.And while navigating shifting federal regulations and supporting change-makers across industries, she's proving that equity in action starts with service rooted in understanding.Here's where to find more:https://sites.google.com/view/doandtalk/homehttps://www.facebook.com/groups/impactradiofloridastarhttps://www.facebook.com/atani.davishttps://www.linkedin.com/in/vanessa-davis-36572916https://www.instagram.com/do_and_talkhttps://www.instagram.com/ghana2gullah________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

In this episode of Game Changers for Government Contractors, Michael LeJeune is joined by Kim Koster (VP of GovCon Strategy at Unanet) and John Sisson (EVP of CRM at Unanet) to discuss the newly released 2025 GAGE Report. Built from the input of over 1,200 GovCon leaders, the report benchmarks government contracting performance across compliance, accounting, utilization, growth, and efficiency. The conversation highlights why 65% of contractors remain optimistic despite tighter competition, how 79% identify pipeline performance as their top challenge, and why firms with centralized PMOs submit 10+ more proposals annually. Kim and John also explore the rapid adoption of AI, where it's adding value, where it's overhyped, and how integration across BD, project management, and finance is becoming a true game changer. If you want to benchmark your business and sharpen your GovCon strategy, this episode is packed with actionable insights. ----- Frustrated with your government contracting journey? Join our group coaching community here: federal-access.com/gamechangers Grab my #1 bestselling book, "I'm New to Government Contracting. Where Should I Start?" Here: https://amzn.to/4hHLPeE Book a call with me here: https://calendly.com/michaellejeune/govconstrategysession

Unlock the secrets of business growth with Andy Drummond, the mastermind behind ShireGrowth Partners, as he shares his wealth of experience in nurturing mid-market and low-mid-market industrial companies. Discover how Andy's background as a "solopreneur" and his family's legacy in sales have shaped his approach to overcoming the challenges faced by companies pursuing growth strategies, particularly those under the umbrella of private equity firms. His story is a testament to the power of great leadership, constant learning, and the courage to seize opportunities and risks along the way. Explore the fascinating world of private equity-backed companies and the catalysts that drive them to challenge conventional norms. Andy reveals the transformative impact of transparency and engagement, emphasizing the necessity for leaders to articulate the rationale behind organizational changes. By fostering trust and involving teams in developing solutions, these companies can create a dynamic environment conducive to innovation and growth. This episode sheds light on the dynamic interplay between external pressures and internal resilience that fuels success in this unique business landscape. Dive into the complexities surrounding CRM system implementation and the hurdles companies must overcome to unlock their full potential. Andy offers insights into aligning CRM efforts with strategic business goals and the critical role of a robust data foundation. Recognizing the human factor as a barrier to adoption, he highlights the importance of identifying key performance indicators for effective data analysis and decision-making. As the conversation unfolds, listeners are encouraged to explore the vast collection of episodes available on Sales Lead Dog and connect with Andy Drummond for further insights into sales leadership and business growth. Andy Drummond is the Founder and Principal of ShireGrowth Partners, where he helps small and mid-sized industrial companies unlock sustainable top- and bottom-line growth. With a career spanning leadership roles at SC Johnson, Grainger, James Hardie, and more, Andy brings deep expertise in sales acceleration, commercial strategy, and operational execution. Known for his analytical, high-energy approach, Andy works with clients through interim leadership, fractional roles, and consulting engagements. His focus areas include pricing optimization, go-to-market strategy, and scaling for growth—always with an eye toward measurable impact and lasting value.   Quotes: "Great leadership, continuous curiosity, and the courage to seize opportunities and risks are the pillars of success in any business growth strategy." "Private equity-backed firms are a hotbed for innovation, where challenging the status quo and embracing data-driven strategies create significant business transformations." "Transparency and engagement are key in driving growth; leaders must communicate the 'what' and 'why' behind changes to build trust and overcome resistance.” "CRM systems often promise more than they deliver, leaving companies to navigate the complexities of implementation and adoption. It's the human factor that poses the biggest challenge, not the technology itself."   Links: Andy's LinkedIn: https://www.linkedin.com/in/andydrummond4/ ShireGrowth Partners: https://shiregrowthpartners.com Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ 

Send us a textPool service franchise meets tech-driven recurring revenue. Discover how Puddle Pools built a scalable pool cleaning franchise across the U.S. and Canada with predictable cash flow, lean overhead, and margins that attract both operators and private equity.The Pool Maintenance Franchise Business ModelWe sit down with Puddle Pools founder Mark Amery and our full franchise consulting team to break down a home service franchise opportunity built on weekly residential routes, mandated commercial contracts, and ancillary revenue from repairs, liners, openings, closings, and cold plunge installations. Learn why B2C pool cleaning generates fast cash flow while B2B commercial accounts lock in long-term stability—even with 30-60 day payment terms.Technology That Solves Industry Pain PointsMark reveals how Puddle Power (their proprietary CRM and mobile app) automates scheduling, routing, e-reporting, job costing, photo documentation, and smart gate access—eliminating the three biggest challenges in pool service: labor management, pricing consistency, and customer communication.What Franchise Owners Need to WinNot every entrepreneur fits this franchise model. We discuss the ideal owner profile (playbook-followers, not cowboys), how weekly GSNR coaching sessions drive growth, region-specific "Puddle Huddles" for peer learning, and why this business runs lean enough to operate from your phone—or scale into brick-and-mortar when territory expansion demands it.Franchise Investment & Growth PotentialWith single-unit investments around $100K, territories closing in pool-dense markets, and expansion plans including AI-powered marketing, VR technician training, and international growth, this recurring service franchise model checks the boxes for both first-time franchise buyers and portfolio investors.Keywords: pool franchise, pool cleaning franchise, service franchise opportunities, recurring revenue business, home service franchise, franchise investment, pool maintenance business, Puddle Pools franchise reviewReady to evaluate if this franchise fits your goals? Subscribe for honest franchise reviews, share with anyone researching service brands, and leave a review with your top question for successful franchise owners. The Franchise Insiders Podcast Schedule A Call Text: 305-710-0050 Take our FREE Business Builder Assessment

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Is innovation truly at the center of your agency operations? Not just what you offer clients, but in how you operate? With AI raising expectations faster than most agencies can adapt, investing in innovation isn't optional anymore. It's how you build client trust, stay ahead of disruption, and keep your edge. Today's featured guest unpacks his journey from leading the award-winning agency T3 to launching Superstep Capital, a private equity firm investing exclusively in agency and technology-service businesses. His insights cut through the noise on innovation, leadership, and how to stay ahead of the next big shift. Ben Gaddis still calls himself agency guy. After more than a decade building T3 into one of the nation's leading digital agencies, serving clients like UPS, 7-Eleven, and JP Morgan Chase he sold the company and launched Superstep Central, a private equity firm investing in agencies and tech service businesses. When he sold T3 to a private-equity group, he didn't ride off into the sunset. Instead, he crossed over to what he calls "the dark side," founding Superstep Capital. Now, he defines his mission as redefining what private equity looks like in the agency world by partnering with founders to scale the right way. In this episode, we'll discuss: Going all-in on the next wave before clients catch up. Why innovation should be treated as an expectation. Lessons on creating a leadership structure. Why differentiation still wins. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Go All-In on the Next Wave Before Clients Catch Up Ben's family has been running T3 since he was born, so it made sense to him that he'd eventually end up in the agency world. Hence, he started his career working at Omnicom, learning from their biggest competitors, and was around when mobile apps became a thing after the launch of the iPhone. At Omnicom Ben saw how traditional holding companies were too slow to invest in mobile. He didn't hesitate to seize the opportunity that mobile presented. Frustrated, he took over T3 and bet big on the emerging mobile market. That bet paid off with marquee wins and explosive growth, scaling the agency to $50 million in revenue and around 300 employees. His advice for agency owners today echoes that same spirit: burn the boats. You can't half-commit to a new capability and expect to lead it. You can't expect clients to lead you there. If you want to own a new channel, whether it's AI, automation, voice, whatever's next, you have to invest ahead of demand and prove value before anyone asks. If you wait for client demand before you invest, it's already too late. Innovation Isn't a Slogan, It's an Expectation At T3, Ben created a culture where innovation wasn't just encouraged; it was an expectation. So they turned innovation into a measurable habit by creating an "Innovation Match" program where they matched a portion of a client's spend dollar-for-dollar on experimental projects. Clients got to share in the risk and the reward. Those projects became T3's biggest success stories and built a reputation for fearless creativity. T3 chose projects and built roadmaps alongside the clients. turning them into true partners in innovation. The coolest work the agency ever did ended up coming from that program. It even led to another venture project called T3 Ventures, where they invested in c-stage startups. It was all about surrounding his team with people who were doing the newest and coolest stuff and letting their clients see this. It worked much better to show innovation than to just talk about it. Innovation has to live in your budget, not your buzzwords. When your team sees that experimentation is backed by leadership, and even matched financially, they'll start bringing the bold ideas that set you apart. This" Innovation Match" model is a playbook for modern agencies trying to make innovation a repeatable, funded process. Leadership Has to Grow as Fast as the Agency Early on, Ben was a young CEO trying to manage instead of lead. He assumed people could read his mind and execute on his vision. That mistake caused turnover and frustration until he hit pause, clarified T3's mission, and re-aligned around a few focused areas: digital products, loyalty, and CRM. From there, he learned to build leadership in layers. Initially, he brought on a COO, which seemed like the next logical move; however, it wasn't the right cultural fit and complicated everything with the team. It wasn't about what his COO changed, it was how they did it… the entire team rejected this dynamic. Eventually, Ben was able to bring in a COO who simplified instead of complicating. It not only freed Ben to think creatively again and gave the agency room to scale, it gave him back his creative headspace. Agency Structure for Scale: Build Practice Leaders, Not Project Managers The other positive change at his agency was creating the "practice groups". Instead of spreading talent thin across random projects, they paired a portfolio lead with a subject-matter expert. Each duo owned a P&L and growth target. The result was deep expertise, repeatable wins, and new verticals that practically built themselves. Their restaurant and convenience-store niche exploded from 2 clients to 30 in record time. This model solves the scaling paradox of how to grow without sacrificing quality. When your experts own both excellence and profit, growth stops feeling chaotic. The last area they focused on was delivery, fighting to maintain quality as they did the newest thing. In the end, it came down to setting expectations and aligning with clients around what they were bringing to the table. As a result, quality went up. AI, Sales, and What's Next for Agency Growth On the investment side, Ben sees a lot of agencies struggling with hesitation and "no-decision" deals. AI has amplified expectations while compressing margins. Many clients now assume everything can be automated, expecting greater output for less cost. Thankfully, this trend has decreased, as clients were burned by this overreliance on AI. On the other hand, it's clear to Ben that agencies should and must be faster and more efficient, and agencies with a clear understanding of what they do and who they serve are not blindsighted by this new reality. His advice: AI isn't differentiation, it's amplification. The edge comes from how you apply it, not the tools themselves. Know your vertical, know your data, and connect AI to real business outcomes. The agencies that win are the ones that define how AI fits their process - not the other way around. Why Differentiation Still Wins in the AI Era The agencies and individuals winning right now aren't the ones with the fanciest tools or the most automation; they're the ones combining experience, curiosity, and creativity to use AI in smarter ways. Ben shares the story of an account manager who built her own workflows using AI to research verticals, anticipate objections, and walk into client meetings armed with strategic ideas that wowed executives. She wasn't a technologist, she was a strategist who understood her clients deeply and used AI as a force multiplier. That's the real edge in this new era. Tools are accessible to everyone, but insight and application are not. As Ben points out, it's your data, your intuition, and your industry expertise that make AI valuable. AI doesn't replace strategy, it rewards it. The agencies that know their data, their clients, and their niche will always have the edge. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Episode Title: Soft Thunder and Rain Sounds for Meditation and CalmDescription:In this episode, we immerse ourselves in the gentle sounds of soft thunder and rain, perfect companions for meditation and relaxation. Discover how these soothing natural sounds can help ease your mind, reduce stress, and create a peaceful atmosphere for your daily calm moments. Whether you're meditating, working, or winding down before sleep, learn how to use these calming soundscapes to enhance your well-being.Take a few minutes today to breathe deeply and let the gentle rhythm of rain and distant thunder guide you to a place of serenity. Your mind and body will thank you.Stay tuned for more episodes designed to bring peace and relaxation into your life.DISCLAIMER

In this episode, Casey Lewis dives deep into how pest control companies can fully integrate their CRM with their service software to create a seamless buyer's journey — from the moment a lead enters the system through awareness, consideration, and decision.You'll learn how to ensure no lead ever falls through the cracks, how to automate backburner and drip campaigns for unconverted or one-shot customers, and how to unlock hidden revenue through side-sell and upsell programs like mosquito control, rodent exclusion, and stinging insect protection.Casey also breaks down how to build a tagging and data protocol that syncs between your CRM and pest control software, ensuring accurate reporting, better follow-up, and smarter marketing automation.By the end, you'll know how to turn your CRM from a simple contact manager into a growth engine that drives recurring revenue all year long.Integration = efficiencyTagging = clarityDrip campaigns = conversion recoveryUpsells = lifetime valueEncourage listeners to audit their current CRM setup and pest control software connection.Call to action:“If you need help connecting your CRM or building automated campaigns that drive revenue, reach out to Rhino Pest Control Marketing today.”Casey Lewiscasey@rhinopros.com(925) 464-8383“Subscribe and review us wherever you listen to podcasts — and follow us on YouTube at Rhino Pest Control Marketing.”

Today, host Dave Sullivan speaks with Chris Diroll from SMA Support to discuss the real-world challenges that roofing contractors face with CRM systems. They dive into some of the most common issues, like messy data entry, missed follow-ups, and swap tips on how to clean up your data, switch from one CRM to another, and automate your lead management. Chris really drives home how crucial it is to follow up quickly and communicate well, while Dave talks about why having someone dedicated to managing your CRM can make all the difference. Together, they share practical advice to help contractors get the most out of their CRMs, boost sales, strengthen customer relationships, and grow their businesses. Tune in!What you'll hear in this episode:Importance of Customer Relationship Management (CRM) systems for roofing contractorsCommon challenges contractors face with CRM toolsThe significance of proper CRM setup and data management for business growthRole of data migration and cleanup in optimizing CRM usageBenefits of human and automated phone answering services for lead captureStrategies for effective follow-up with leads and past customersImportance of maintaining clean and organized data within the CRMUtilizing CRM data to identify additional sales opportunities and improve marketing strategiesThe concept of "rehash" and its role in converting open leads into salesRecommendations for integrating various software tools to streamline workflows and enhance lead managementResources:Connect with Chris Diroll!SMA WebsiteBook a Call! To get a business process audit, click here.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 first month with code DAVE50 → useproline.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

Episode Title: 10 Hours of Relaxing Music Under Rain for SleepingDescription:In this episode, we bring you 10 hours of soothing rain sounds blended with gentle relaxing music, perfect for drifting off to sleep or creating a peaceful atmosphere. Whether you're looking to unwind after a long day, meditate, or simply enjoy a calm background, this extended mix is designed to help you relax deeply and rest better. Let the steady rhythm of rain and soft melodies guide you into a state of tranquility.Make time for yourself tonight—press play, close your eyes, and let the calming sounds wash away the stress of the day.Join us on the next episode as we continue to explore more ways to find calm and relaxation.DISCLAIMER

What do rate cuts, tariffs, and the rise of agentic AI mean for the future of wholesale distribution?In this episode, Kevin Brown and Tom Burton dissect the week's biggest economic shifts, from the Federal Reserve's policy moves to AI's rapid integration across manufacturing, logistics, and B2B commerce. Learn how forward-thinking distributors are preparing for 2026, where automation meets leadership and contextual intelligence defines competitive advantage.What You'll Learn:Why AI literacy and contextual intelligence are essential leadership skills in 2025How tariffs, prediction markets, and Fed rate cuts are shaping industrial investmentThe emerging impact of agentic commerce on B2B buying behaviorThe business risks of ungoverned generative AI in enterprise settingsHow distributors can balance data automation with human trust in decision-makingEpisode Highlights:04:18 – How the U.S. government shutdown is influencing the Fed's economic playbook18:32 – What the latest rate cuts reveal about manufacturing, inflation, and capital investment33:27 – Tariffs, Supreme Court delays, and the uncertain trade horizon for distributors51:08 – The “AI slop” problem: when generative tools create risk instead of efficiency01:04:22 – Amazon and PayPal move toward agentic commerce, what B2B can learn01:14:10 – The rise of humanoid robotics and physical AI in supply chain operations01:26:55 – Why courage and clarity will define the next generation of distribution leadersMeet the Hosts:Kevin Brown and Tom Burton are the co-founders of LeadSmart Technologies, creators of LeadSmart Channel Cloud™, an AI-enabled CRM and customer intelligence platform for distributors and manufacturers. With decades of combined experience in digital transformation, leadership strategy, and industrial data systems, they help B2B leaders thrive in the age of AI-driven distribution.Tools, Frameworks, or Strategies Mentioned:LeadSmart Channel Cloud™ – AI-powered CRM + Customer Intelligence for distributionAgentic Commerce – The next evolution of AI-driven transactional systemsContext Engineering – Framework for aligning AI with business intentIndustrial Supply Association (ISA) – Leadership development and AI fluency initiativesSection 232 & 301 Tariff Mechanisms – Understanding how U.S. trade rules impact sourcingClosing Insight or CTA:“AI doesn't replace relationships, it reinforces them by removing friction.” — Kevin BrownAs AI redefines how businesses operate, leadership must evolve alongside it.Leave a Review: Help us grow by sharing your thoughts on the show.Learn more about the LeadSmart AI B2B Sales Platform: https://www.leadsmarttech.com/ Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.

Feeling stuck, heavy, or like you're constantly fighting yourself? That's not failure, it's resistance showing up to invite you into your next level. In this episode, I share how I've been navigating my own season of resistance and what it's really trying to teach you. I break down how to use resistance as proof that your calling is close, not proof that you're off track. I also share the 5-step process for identifying, reframing, and moving through resistance so you can stop sabotaging your progress and start building unstoppable momentum. Get ready to evolve into the person your dream requires. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS How resistance is actually a sign that your next level is calling. The quote from Steven Pressfield that will completely change how you see your challenges. How I'm personally working through resistance in business, content creation, and leadership. The 5-step method to name, reframe, and move through resistance. Why choosing comfort over your calling keeps you stuck. RESOURCES Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

Most business owners struggle to make their marketing actually work. In this episode, Shawn breaks down a simple system that helps service-based businesses turn traffic into real paying clients. He shares how SEO, your website, organic content, and paid ads all connect to create a steady flow of leads. You'll also learn why having a strong CRM and real human interaction can make or break your results. If you've been running ads or posting online without seeing growth, this episode will help you see what's missing and how to fix it. Subscribe for more lessons on building a business that grows without chaos.

Alicia is joined by Blake Oliver and David Leary from The Accounting Podcast, fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Guest Welcome (04:15) - The New Customer Hub and MailChimp Integration (05:43) - Concerns About AI and QuickBooks Ecosystem (10:59) - ProAdvisors' Role in the AI Era (19:01) - Addressing Reporting and Automation Issues (26:57) - The Future of QuickBooks Online Accountant (27:11) - Introduction to QBO A Refresh (27:35) - New Features and Paid Tiers (28:38) - Intuit Accountant Suite Overview (29:54) - Core and Accelerate Versions (30:08) - Client Management and Dashboards (32:36) - Practice Management Tools (33:15) - Intuit's Market Strategy (37:18) - ProAdvisor and QuickBooks Live (38:21) - Quicken's Comeback (41:25) - AI and Automation in Accounting (51:43) - Intuit's Future Plans and Innovations (54:35) - Conclusion and CPE Information LINKSProducts, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Host Jordan Whittenburg sits down with Houston-based transactional lender Brenda Villafranco to unpack how she funded a $10,000 earnest money deposit and earned $2,500 in under 30 days on a Sacramento fix & flip—all while working full-time as a hospital administrator.

What if your next big business is hiding in a simple problem right at home? In this episode, I sit down with Lindsay Mullenger, founder of Petite Keep, to talk about how she turned a sentimental idea into a fast-growing and customer-obsessed brand while navigating Shark Tank, opening her own warehouse, and raising five kids under eight. Lindsay shares how she bootstrapped Petite Keep with $3,000, used influencer marketing the right way, and built a team anchored in core values. We talk about building during busy seasons, meeting your customer where she is, and staying resilient when curveballs hit. Get ready to fall in love with brand building, do more with less, and create products that last for generations. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS 00:00 Meet Lindsay Mullenger, Founder & CEO of Petite Keep. 02:45 What is Petite Keep, and how was the concept born? 07:15 The truth about the “zero-to-one” phase every founder faces. 14:00 The DM strategy that built a six-figure business. 22:30 What personal memory inspired the heart of your brand?  30:00 What pitching on national TV taught Lindsay about courage and preparation. 34:00 What to do when business challenges test your resilience and mindset. 38:30 Lessons on turning customer care into your biggest marketing strategy. 42:00 The future of Petite Keep and how Lindsay plans to expand the product line. RESOURCES Learn more about Petite Keep HERE! Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Lindsay: @lindsaymullenger Follow Petite Keep: @petitekeep

Recorded live at the 2025 Equip Expo Morning Show in front of a roaring studio crowd, New Jersey State Trooper Mike Garvey reveals exactly how he and partner Larry scaled their fertilizer, weed-control, and mosquito business to nearly 900 recurring customers—while juggling his full time job, fatherhood, and a strategic CRM system that guarantees every invoice gets paid on time.

Every business needs three key systems working behind the scenes to grow and scale. In this episode, Chris and I break down the exact tools we use in every one of our businesses (and teach inside our Elite Mastermind) to turn followers into buyers. We also share how these systems have transformed our brands. Plus, the big news about Glōci's new Glow & Debloat flavors is officially here. Get ready to stop leaving money on the table and start building a business that runs smarter, not harder. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS Glōci's new flavors are here! The #1 reason you can't rely on social media algorithms to sell anymore. The 3 non-negotiables every business needs to scale. How to create an irresistible opt-in that attracts your ideal customers. How ManyChat automates your Instagram comments and collects leads for you. Our 5-email framework for building trust and boosting conversions. RESOURCES Apply for our 2026 Elite Level Mastermind HERE! Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Chris: @chriswharder

You don't need perfect conditions. You need a better environment and a simple plan. In this episode, Chris and I sit down with investor and community builder Pace Morby to talk about how proximity, creative finance, and co-living can transform lives fast. He shares the incredible story of how Maddie went from 4½ years homeless to a $580k homeowner earning $2k/month in 30 days using only a broken phone and 30 minutes a day. We break down the exact system, the 122-city Creative Nation Tour designed to house 120 families, and the CEO habits that free you from the office. Get ready to expand your vision, your impact, and your belief in what's possible. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. HIGHLIGHTS 00:00 Meet Pace Morby, Real Estate Investor & TV Personality. 06:30 What is the story of Maddie about? 10:15 The 75-day activity plan that led to $5,000 in 8 days with no license and 30 minutes/day online. 15:00 The 5-deal plan to move from survival to $20K/month potential. 19:30 What is the Creative Nation Tour? 24:00 How Pace measures success and the lasting ripple effect of community-driven work. 29:00 How did you build nine vertically integrated businesses that run without you? 30:30 The 20% ownership rule that keeps top talent invested and thriving. 33:00 The CEO calendar audit that eliminates 75% of tasks and multiplies growth. 36:00 Why the environment will always beat willpower. 42:30 The $500 coach who changed everything and rewired Pace's money mindset. 48:45 Breaking family patterns, rewriting belief systems, and choosing mission over approval. 51:15 When being around people obsessed with their goals expands your standards. RESOURCES Learn more about Creative Nation Tour HERE Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci Follow Pace: @pacemorby