Podcasts about CRM

Six years ago, Greg Savage was the very first guest on The Resilient Recruiter. For episode 300, he returns to discuss the biggest shift our industry has faced since the rise of the internet: artificial intelligence. And he doesn't hold back. “The contingent, multi-listed perm market… I think that is over.” Greg has built four recruitment businesses. He's the author of The Savage Truth (20,000+ copies sold). He's spent five decades watching this industry evolve. His view? AI hasn't made recruitment easier. In many ways, it's made it harder. But this isn't a doom-and-gloom conversation. It's about where recruitment agencies win next. If you lead a recruitment agency or executive search firm, this episode will challenge how you think about AI, positioning, and long-term relevance. Episode Highlights [00:33] The biggest threat — and opportunity — Greg has seen in decades [02:14] Why the contingent, multi-listed perm model is under pressure [06:34] AI shortlisting chaos and the 14% overlap test [08:32] What “automating dysfunction” really means [26:20] The highest ROI AI opportunity right now [30:43] Four questions to ask before buying any AI tool [54:04] The rise of the “techno-empath” recruiter What You'll Learn Why AI Is Making Recruitment Harder Why AI screening tools produced only 14% overlap in shortlists Research Greg referenced suggesting around 40% of tech candidates have inflated their resumes What “automating dysfunction” actually looks like in practice The four questions every recruitment leader should ask before investing in AI Which Recruitment Models Will Survive Why the contingent, multi-listed perm model is under pressure Why retained search and executive search are positioned to grow The business models most likely to thrive over the next five years Why you need to sell decision-making — not just placements What Recruiters Must Master Next The highest ROI AI opportunity: activating and cleaning your recruitment database Why “techno-empath” recruiters will win The moments of truth that must never be automated The skills that will define high-performing recruiters in an AI-driven market This episode speaks directly to recruitment agency growth, retained vs contingent recruitment, and how to scale a recruitment business as AI reshapes hiring. Why Episode 300 Matters When I launched this podcast in 2019, Greg was my first guest. Since then, we've lived through a pandemic, a hiring boom, a correction, and now the fastest wave of AI adoption our industry has ever seen. Bringing him back for episode 300 felt right. This conversation is less about tools — and more about leadership, positioning, and how to build a recruitment business that stays relevant. Our Sponsor This episode is proudly sponsored by Recruiterflow. Recruiterflow is an end-to-end, AI-first ecosystem built to run and scale your recruitment business. It combines ATS, CRM, sequencing, data enrichment, marketing automation, and AI agents in one platform. Many recruitment leaders — including members of our coaching cohorts — use Recruiterflow to streamline operations. Book a demo here: https://recruitmentcoach.com/recruiterflow Connect with Mark Whitby Get your FREE 30-minute strategy call: https://www.recruitmentcoach.com/strategy-session/ Connect with Mark on LinkedIn. If you're a recruitment agency owner serious about scaling, retained search, and staying ahead of AI in recruitment, subscribe to The Resilient Recruiter so you don't miss future conversations like this. If you want to future-proof your recruitment business without getting left behind, this episode is essential listening.

In this episode, Corey talks with AI automation strategist Ashley Gross about how businesses can build an AI agent that engages website visitors, answers questions, and books demos around the clock. Ashley walks through the workflow behind her own implementation — from capturing conversation data to syncing with CRM tools — and shares how automation helped her reclaim time and tie AI initiatives directly to revenue. They discuss practical ways small business owners can start using AI, including training agents on SOPs, integrating with existing tech stacks, and focusing on high-impact use cases first. The conversation also explores common mistakes to avoid, such as overwhelming agents with too much data, and how AI insights can inform content and marketing strategy. Grab Ashley's plug-and-play n8n blueprint free → https://return-my-time.kit.com/6e041f7506

We're keeping the AI Tools series rolling with Adir Traitel, entrepreneur, product leader, and early adopter of just about every vibe coding tool out there. Adir joins Matt and Moshe to share hard‑won lessons from building real apps with v0, Bolt, Replit, Figma Make, and more, all while running his own startup and consulting on product builds across industries.From his early days in project management and mobile app startups, through work with companies like Moovit and across FinTech, AgTech, and credit scoring, Adir has consistently been the “try it first” person for new build tools. In this episode, he breaks down what these platforms actually do well, where they fall short, and how product managers can use them responsibly for experiments, prototypes, and beyond.Join Matt, Moshe, and Adir as they explore:Adir's journey from PM and founder to heavy user of vibe coding tools in his current startupHis 3-layer view of the ecosystem: AI dev assistants (Cursor, Antigravity, Claude Code), front-end mockup tools (v0, Figma Make), and full‑product builders (Lovable, Base44, Bolt, Replit)V0: where it shines for quickly building functional UIs (like his electricity consumption app) and where it starts to crackLovable: great for sites and simple flows, but not ideal for complex SaaS or CRM‑like productsBolt: fun and fast for concepts, but why it never got him close to productionReplit: stronger agents and capabilities, but weaker UI output and surprising backend defaults that can get very expensive very quicklyFigma Make and Google Stitch: when design quality trumps everything else, especially for SaaS interfacesThe real costs of vibe coding: AI token spend, hosting/pricing traps, and why production economics matter as much as build speedWhat his “dream product” would look like, including multi‑agent environments, better security/privacy, and built‑in QA and CI/CDHow all this is reshaping the product management role, and why curiosity and tool fluency are becoming must‑have skillsAnd much more!Want to connect with Adir or learn more?LinkedIn: https://www.linkedin.com/in/adirtraitel/ Website: https://adirtraitel.com/You can also connect with us and find more episodes:Product for Product Podcast: http://linkedin.com/company/product-for-product-podcastMatt Green: https://www.linkedin.com/in/mattgreenproduct/Moshe Mikanovsky: http://www.linkedin.com/in/mikanovskyNote: Any views mentioned in the podcast are the sole views of our hosts and guests, and do not represent the products mentioned in any way.Please leave us a review and feedback ⭐️⭐️⭐️⭐️⭐️

People don't lose in business because of a bad strategy. They lose because they never say what they actually want. They drag out negotiations, sugarcoat expectations, avoid clarity, and then wonder why they feel resentful, underpaid, or stuck in the wrong deal. In this episode, Chris and I break down the power of kind candor and why leadership is measured by how fast you can kindly tell the truth. We talk about the Candor Speed Principle, why delayed truth is actually damaging relationships, and how calm delivery gives you more power. Get ready to raise your standard for communication. Check out our Sponsors: Northwest Registered Agent - Don't wait, 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 Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS The leadership metric most entrepreneurs completely ignore. Why delayed truth creates resentment and negotiation fatigue. The difference between kind candor and emotional reactivity. The KIND framework that changes how you handle hard conversations. The word track that lowers defensiveness instantly. What calm communication signals about your leverage. RESOURCES Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci

Industrial Talk is talking to Klaus Andersen and Nils Olsson with Tacton about "Redefining buyers engagement for manufactures of complex products". Scott Mackenzie introduces Elevo Tech, a company offering ERP, EAM, and business intelligence solutions, and then transitions to discussing Tacton, a Swedish company specializing in advanced manufacturing configuration. Tacton's CPQ solutions help customers configure complex equipment, supporting both direct sales and omnichannel interactions. The platform integrates with existing systems like CRM, PLM, and ERP, aiming to increase win rates, efficiency, and reduce errors. Tacton's AI capabilities can cut configuration time by up to 80% by structuring unstructured product data. Implementation times vary, typically between six months and a year, depending on the project's scope. Outline Introduction to Elevotec and Industrial Talk Podcast Scott Mackenzie introduces Elevotec, highlighting their ERP, EAM, and business intelligence solutions.Scott Mackenzie welcomes listeners to the Industrial Talk Podcast, emphasizing the importance of celebrating industry professionals.Scott Mackenzie introduces Klaus and Nils from Tacton, discussing their platform and its solutions for today's challenges.Scott Mackenzie expresses excitement about the renaissance in industrial solutions and the importance of human-to-human connection in marketing. Challenges and Solutions in Advanced Manufacturing Nils explains Tacton's specialization in configuring complex equipment, comparing it to configuring consumer products like computers or cars.Klaus describes Tacton's CPQ solutions for advanced manufacturing, supporting both direct sales and omnichannel support.Scott Mackenzie and Klaus discuss the importance of making the configuration process easy for customers while ensuring technical accuracy.Nils emphasizes the need for a buyer-centric smart factory, making it easy for customers to navigate the solution space without technical expertise. Integration and Flexibility of Tacton's Solutions Scott Mackenzie inquires about Tacton's integration with existing IT systems like CRM, PLM, and ERP.Nils explains that Tacton is an agnostic player, able to augment existing systems without complete reconfiguration.Scott Mackenzie and Nils discuss the financial benefits of Tacton's solutions, including increased win rates, efficiency, and reduced errors.Klaus highlights the importance of accurate quotes and the impact of errors on warranty costs and rework. Customer-Centric Pricing and Data Management Scott Mackenzie asks about the flexibility of Tacton's pricing methods, including value-based pricing and detailed bill of materials.Nils explains that Tacton supports various pricing methods, depending on the business needs.Scott Mackenzie inquires about how Tacton ensures the system stays updated with the latest product changes and data.Nils describes the typical setup of connecting PLM and CPQ systems to ensure data accuracy and timeliness. Implementation Time and AI Integration Scott Mackenzie asks about the implementation time for Tacton's solutions.Klaus estimates the implementation time to be between six months and a year, depending on the project's scope.Scott Mackenzie inquires about Tacton's use of AI in their solutions.Nils explains that AI is used to structure unstructured product data, significantly reducing the time required for configuration. Future Challenges and Market Reception Scott Mackenzie asks about the future challenges and opportunities for Tacton.Klaus and Nils discuss the...

Will OpenAI Tank OpenClaw? | E2251This Week In Startups is made possible by:Northwest Registered Agent - https://www.northwestregisteredagent.com/twistLemon IO - https://lemon.io/twistLinkedIn Jobs - http://linkedin.com/HiringProOfferToday's show:*OpenAI hired OpenClaw creater Peter Steinberger. What does this mean for the future of the AI virtual assistant platform, and what can the OpenClaw community do TODAY to help protect their favorite free, open-source resource?Jason and Alex consider the future of OpenClaw alongside guest experts and founders Hiten Shah and Jesse Genet. Plus we're taking a look at all of their OpenClaw creations. Check out demos of Hiten's “personal CRM” for busy investors and Jesse's family media aggregator.PLUS we've got “AI Scott Adams” creator John Arrow to talk about why he was inspired to create an AI clone of the iconic podcaster and “Dilbert” creator, and why he thinks it has so many internet commenters up in arms.Hiten Shahhttps://x.com/hnshahhttps://crazyegg.comJesse Genethttps://x.com/jessegenethttps://Lumi.comJohn Arrowhttps://x.com/johnarrowhttps://www.aiscottadams.com/Timestamps:(0:00) Introducing our guests Hiten Shah and Jesse Genet!(2:27) The panel's biggest concerns about OpenAI hiring OpenClaw creator Peter Steinberger(6:03) Jason gives us his most optimistic and pessimistic OpenAI takes(7:58) Why Jason thinks OpenAI will give everyone their own closed-source assistant(10:45) Jesse's Mac Minis now outnumber her children!(15:28) What the OpenClaw community can do right now(17:08)  Can companies “hijack” OpenClaw via hosting and skills?(20:12)  Hiten live-trains an OpenClaw skill based on Jason's book “Angel”(22:37)  How much is everyone spending on tokens anyway?(25:56)  How Jesse vibe-coded an app to aggregate non-Slop videos for her family(34:19)  Why Jason thinks Jesse's app is a great potential business(37:27)  Hiten built the “personal CRM” busy people have always dreamed of having(44:12)  “We're in an appless world.”(45:19) Why markdown files (.md) are perfect for humans and their AI agents(52:36)  So why are founders so obsessed with OpenClaw?(58:47)  John Arrow, the creator of AI Scott Adams, joins the show(1:02:44) How does AI Scott Adams get more like Scott Adams over time?(1:04:37)  The legal and ethical considerations around posthumous AI Clones

Work is making people sick, and quick fixes are not enough. In this episode, I'm joined by Jen Fisher, former Chief Wellbeing Officer at Deloitte, to talk about why wellbeing isn't a perk but a business imperative. We break down why burnout is often rooted in systemic issues and hopelessness, how middle managers shape our daily mental health, and why hope and an understanding of the human nervous system may be the most underrated leadership skills of all. Tune in to rethink what wellbeing means and what it takes to lead with hope right now. Check out our sponsors: 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/achieverfree Shopify - Sign up for a $1 per month trial, just go to http://shopify.com/anxiousachiever Talkiatry - Head to http://talkiaitry.com/achiever and complete the short assessment to get matched with an in network psychiatrist in just a few minutes. Working Genius - Take the working genius assessment today and get 20% off with code ACHIEVER at working http://genius.com Brevo - Meet brevo, the all in one marketing and CRM platform built to help you connect with customers, boost engagement and grow your business smarter. Go to brevo.com/achiever and use code ACHIEVER50 for 50% off.  In this Episode, You Will Learn 00:00 Why wellbeing is more than mental health benefits. 06:00 How burnout led Jen to pioneer the Chief Wellbeing Officer role. 13:00 What does “wellbeing at work” mean? 19:30 The ROI of fixing workplace culture. 23:00 Why does AI make us so anxious?  26:00 Why wellbeing must be part of organizational strategy. 30:00 How constant disruption dysregulates employees. 33:15 What is the definition of a successful leader? 37:15 What workplace data misses about human outcomes. 40:30 The #1 thing employees want from leaders. 46:00 Why middle management is the make-or-break layer. 51:00 Incentives drive culture more than values. 58:15 How to build a wellbeing role inside your organization. Resources + Links Get your copy of Jen's book - Hope Is The Strategy Read Jen's article: “The Wellbeing Imperative: What I Learned Pioneering the Chief Wellbeing Officer Role” Get a copy of my book - The Anxious Achiever Watch the podcast on YouTube  Find more resources on our website morraam.com Follow Follow me: on LinkedIn @morraaronsmele + Instagram @morraam Follow Jen: on LinkedIn @jenfisher + Instagram @jenfish23

I'm recording this from a hotel room because that's where I live now. I keep hearing "AI" in every hotel conversation, so I pulled in Kevin Duncan, Executive Vice President, Product at Cendyn to talk about what actually works—especially at the front desk. 

In this episode of the Millionaire Car Salesman Podcast, LA Williams sits down with high-performing automotive leader and new Dealer Synergy team member, Alyssa Bragg, to break down what truly separates average salespeople from elite earners in today's dealership environment! "Emotional intelligence is the most important part of selling anything." This conversation goes beyond basic sales tactics. It dives into the role of emotional intelligence in automotive sales, why process discipline protects gross profit, and how top performers consistently win, even in competitive markets! Alyssa shares perspective from her journey through multiple roles inside the dealership, offering insights on leadership, mindset, and building long-term success in a results-driven industry. "If you have a customer that's coming in and they're having their first baby and they're all excited for it, you better get your ass up and be excited too." They also explore what it really takes to stand out in automotive retail in 2026 and beyond, from understanding customer psychology to maintaining control of the sales process while still building authentic relationships! If you're a car salesperson, BDC professional, manager, or dealer looking to increase income, improve leadership, and strengthen dealership performance, this episode will challenge the way you think about selling, and what it actually means to win in automotive. Tune in and discover why emotional intelligence might be the most overlooked competitive advantage in the car business!   Key Takeaways: ✅ Emotional Intelligence: Understanding and fulfilling customer needs are crucial for building long-lasting relationships and boosting sales. ✅ Adhering to Processes: Following structured sales processes not only sustains high gross profits but also enhances the customer experience. ✅ Mentorship and Leadership: Having strong mentors and assuming leadership roles can significantly accelerate personal and professional growth. ✅ Finance Management: Excelling in finance requires breaking down customer barriers and presenting value-driven products effectively. ✅ Diverse Background Impact: Various personal and professional experiences enrich one's approach to sales and management, empowering success in the field.   About Alyssa Bragg Alyssa Bragg is a seasoned professional in the automotive industry with over a decade of experience. She began her career as a BDC representative at a Toyota dealership in Pennsylvania, quickly rising through the ranks to become a successful car salesperson. After demonstrating exceptional sales ability, selling 26 cars in her first month on the floor, she transitioned to finance management and has since held various leadership positions, including New Car Sales Manager. Currently, Alyssa oversees the outsourced BDC at Dealer Synergy, leveraging her extensive experience to drive success and innovation within the organization. About LA Williams Known as "The Blind Master," LA Williams is the Vice President of Dealer Synergy. Despite his visual impairment, LA has excelled in the automotive industry, demonstrating remarkable leadership and communication skills. He is a prolific speaker, trainer, and co-host of the Millionaire Car Salesman podcast, where he brings a unique perspective to the world of automotive sales. Don't miss out on LA's NADA Session on Feb. 5th at 12:30 PM PST in Las Vegas!     Millionaire Insights: Rising in the Automotive Industry One Sale at a Time Key Takeaways Embrace Emotional Intelligence: Mastering the art of emotional intelligence can transform sales experiences and lead to higher success in the automotive industry. Build Wealth Through Process and Support: Following a structured sales process and seeking mentorship paves the way for personal and financial growth. Women in Leadership: Despite being male-dominated, the automotive industry offers significant growth opportunities for women, supported by resilience and mentorship. Unlocking the Power of Emotional Intelligence in Automotive Sales In the fast-paced world of automotive sales, emotional intelligence plays a pivotal role in setting top performers apart from the rest. As LA Williams stressed in the podcast, the ability to read customers, understand their needs, and empathize with their excitement or concerns can make all the difference. Alyssa Bragg exemplifies this concept, noting, "If you have a customer that's coming in and they're having their first baby and they're all excited for it, you better get your ass up and be excited too. Like you're part of the family." This ability to identify and manage both personal emotions and the emotions of others allows salespeople to create lasting relationships with clients. It not only improves the client's experience but often leads to higher customer satisfaction and retention. Bragg underscores the importance of active listening and connecting with customers on a personal level, which are integral to effective emotional intelligence. This is what transforms a typical sales transaction into a trusted relationship, ultimately increasing sales and boosting overall dealership performance. In broader terms, adopting emotional intelligence across a dealership can change the culture and enhance team performance. It fosters a supportive environment where team members can thrive, leveraging each other's strengths and learning from shared experiences. Process, Perseverance, and Wealth-Building Strategies Bragg's journey from a BDC representative to managing a broad spectrum of automotive roles showcases the transformative power of perseverance and process adherence. This consistent application of learned procedures is fundamental in the path from ordinary salesman to an industry leader. "Follow the process that you have in place…if there's a breakdown in that process, there's going to be a breakdown in your sale," Bragg explains. A crucial aspect of building wealth in the automotive world is understanding and executing a dealership's sales process meticulously. From the initial meet and greet to a comprehensive needs analysis, every step matters. LA Williams discussed the importance of discipline, reminding listeners that the dealership environment can expose flaws just as quickly as it rewards achievements. This points to the necessity of maintaining a disciplined approach to consistently achieve sales targets and personal financial goals. Moreover, seeking mentorship and guidance from more experienced colleagues can be crucial in overcoming industry challenges. As Bragg conveys, the affirmation and coaching from her peers propelled her to realize her full potential. This aspect of shared learning and communal support is integral in cultivating a culture of growth, highlighting the significant role it plays in both individual and team success within the automotive industry. Navigating the Challenges and Opportunities for Women in Automotive Leadership Although the automotive industry remains predominantly male, there are profound opportunities for women who choose to navigate its challenges with resilience and ambition. Alyssa Bragg has successfully transcended traditional barriers, moving from sales into leadership roles. Her story serves as an inspiration and a testament to overcoming skepticism through determination and skill. Bragg shares her experiences frankly, recognizing both the challenges and the burgeoning opportunities: "The instinct is…that women don't know how to sell, women don't know how to run a business. But we do. We do. And we're so hungry and so eager to learn." This hunger translates into tenacity and resilience, qualities that allow women to persevere despite the skepticism they may encounter. Moreover, Bragg emphasizes the importance of perseverance and mentorship in overcoming these barriers. She encourages women in the field to "find yourself a mentor and just keep your head up and keep moving through," which highlights the critical role that strong professional networks and mentorship can play in navigating and overcoming industry challenges. By sharing experiences and seeking guidance, women can continue to climb the ranks within this dynamic field, shaping the future of automotive leadership. The lessons from the Millionaire Car Salesman podcast offer a well-rounded view of what it takes to succeed in the automotive industry. Emotional intelligence stands out as a vital skill to nurture connections with clients and colleagues alike. Bragg's advocacy for a steadfast focus on process and her testimony to the financial possibilities available to dedicated individuals exemplify the pathway to wealth and growth. Meanwhile, her tenacity as a woman navigating the male-dominated industry underscores the transformational possibilities present in embracing mentorship and resilience. These stories and strategies offer not just insights, but actionable advice for anyone wishing to excel in this vibrant industry.     Resources + Our Proud Sponsors: ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Automotive Sales Mastermind Facebook Group with over 29,000 automotive professionals worldwide. The Millionaire Car Salesman Facebook Group is the go-to community for car salespeople, BDC agents, sales managers, general managers, and dealer principals looking to increase performance, income, and leadership skills. Inside the group, members collaborate daily on automotive sales strategies, lead handling, phone scripts, closing techniques, CRM best practices, dealership leadership, and accountability systems. Learn directly from top automotive trainers, industry mentors, and high-performing sales leaders who are actively winning in today's market. If you're serious about growing your automotive career, increasing car sales, and building long-term success, join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: Dealer Synergy is the automotive industry's #1 Sales Training, Consulting, and Accountability Firm, with over 20 years of proven dealership success nationwide. We specialize in helping car dealerships increase sales, improve processes, and build high-performing Sales, Internet, and BDC departments from the ground up. Our expertise includes automotive phone scripts, rebuttals, CRM action plans, lead handling strategies, BDC workflows, Internet sales processes, management training, and accountability systems. Dealer Synergy partners directly with dealership leadership to align people, process, and technology, ensuring consistent results and scalable growth. From independent dealers to large dealer groups and OEM partnerships, Dealer Synergy delivers measurable performance improvements, stronger teams, and sustainable profitability. ➼ Bradley On Demand: Bradley On Demand is the automotive industry's most advanced interactive training, tracking, testing, and certification platform for car dealerships — built to develop top-performing teams across Sales, Internet Sales, BDC, CRM, Phone Skills, Leadership, and Management. In addition to LIVE virtual automotive training classes and a library of 9,000+ on-demand dealership training modules, Bradley On Demand now includes AI Phone Roleplaying and Coaching to help salespeople and BDC agents practice real dealership conversations before they ever get on the phone with customers. This AI-powered roleplay technology strengthens phone scripts, objection handling, appointment setting, lead follow-up, and closing skills, while providing measurable coaching feedback for continuous improvement. Bradley On Demand empowers dealerships to train faster, coach smarter, improve call performance, increase closing ratios, and sell more cars more profitably — all through structured, trackable, modern automotive training.  

As property management faces rapid technological disruption, what happens to the businesses that refuse to adapt… or the ones that go all-in on AI and eliminate the human element entirely?  In this episode of the #DoorGrowShow, Jason and Sarah Hull sit down with Joe Oliveri in Brisbane, Australia to unpack the accelerating AI revolution and what it means for the future of property management. With over 30 years in the industry and 16 years as an international real estate business coach, Joe shares why he believes the next three years will determine which companies survive, and which disappear.  They explore the shift from traditional property manager roles to data-driven client relationship managers, how AI can transform processes like lease renewals, the risks of deepfakes and security threats, and why the winning formula will be a strategic blend of technology and human connection.   You'll Learn (00:00) Introduction to AI in Property Management  (00:40) The Evolution of Property Management  (01:58) The Impact of AI on Property Management  (05:35) Integrating AI with Human Interaction  (10:30) AI's Role in Tenant Management  (14:17) The Need for Verification in AI  (16:30) The Future of AI in Property Management  (21:44) Consequences of Ignoring AI  (25:43) Finding Balance: AI and Human Roles Growth  Quotables "If this industry does not change and truly understand AI, we're going to be irrelevant." "Three years is all we've got to make the changes."  "AI isn't something that they can go back to their office and say, we're going to build this AI. Let the experts do it." Resources DoorGrow and Scale Mastermind DoorGrow Academy DoorGrow on YouTube DoorGrowClub DoorGrowLive Transcript Jason Hull (00:00) that companies will need to be able to make to keep up and really frankly, survive. It's recording.   We can time up. Shifts in layout. Let's count. All right. You think it's going to work there or should we hold that? Well, we'll probably have to do this. All right. Cool. No introduction. Well, no. Just do it. I'm saying not the full intro that you normally do the way you read the entire thing. Just do a quick. You're not going to have all that when we're going to send it. OK. Do an intro, but you're not going to do the normal intro. All right.   Put those somewhere. Hang them on your shirt or do something. Okay. That's very Brisbane. Well you have to fit in. When in Brisbane, do like Brisbane. Right, so we are... It wasn't pretty. Okay. Five, four, three, two... If you can see the camera, it can see you.   Can you see the camera? can. You don't... can. Okay. Alright, you ready? Five, four, three, two, one. Alright, so I'm Jason Hull. This is Sarah Hull with DoorGrow and we are Hangout with Joe Oliveri. And we're in Brisbane. Brizzy. Brizzy, yeah. And you can't see but we're overlooking the beautiful city and the river right now.   And what is this, a wine room? Yeah, this is our wine cellar. Private wine cellar. Private wine cellar. Okay. And so we're going to be chatting today about AI, the future, and how that's going to impact and affect property management. So, Jill, why don't you give people a little bit of background on yourself and who you are and how you got into property management.   Yeah well that's a long story but I'll make it short. So I've been in the industry for about 30 years now so it makes me feel old when I say that. ⁓ But for the last 16 years I've been a real estate business coach and I've been lucky enough to coach people in Australia and the USA so I get a really good oversight of what's going on in the world. ⁓ But you know my focus for the last 16 years has been   where is this industry going and how can we help businesses to get there and what do need to do? So basically, yeah, for the last 30 years, I've been doing property management and yeah, I think it's exciting where it's heading and through that journey, I met you guys, which is wonderful. So yeah, yeah. Yeah, fantastic. We've been able to have you out at one of our conference events and have you speak and yeah, it's been delightful.   ⁓ I know, I mean, in 30 years, you've seen a lot of changes, but it's speeding up. Like we're in the middle of this AI revolution right now. Everything's changing dramatically. And so what are some of the things that you're noticing? And you have a process software called Thrusos, which we use to run our own operational side of our business. ⁓ What are some of the things that you are right now?   thinking are going to happen and you're trying to figure out. Yeah, well, I'm actually concerned about the future for property management in a positive way. If you can kind of like say that. Because what I'm seeing is we are going through rapid change. I remember when I started in the industry 30 years ago, we were just introducing property management software. Everyone was still using spreadsheets and you know.   paper documents and all sorts of things. ⁓ Carbon copy leases, know, that's how far back we go. And there was major pushback on property management software. And the pushback probably took about five years for the industry to completely transition to understanding you had to use software. Well, we don't have the luxury of five years anymore because my belief is it's changing so rapidly.   And it's the consumer expectations that are going to force change that if this industry does not change and truly understand AI, we're going to be irrelevant. So I believe in three years time, we're going to see completely different roles in the way that we do things. in the next, like leading up to that three years,   I believe that in the first year, we're going to see probably about 40 % of businesses starting to struggle and disappear. They're losing managements, clients are going elsewhere because they're expecting AI and seamless processes and interactions and tasking. And then that will speed up. And by the second year, we'll see 80%.   And then we'll only have a small percentages. I know this seems like doomsday, but it's a reality. Only a small percentage of existing businesses that are around today who will be around in three years time. If they do not adopt AI and AI is very broad. So they've got to understand AI, but you know, that's my belief. That's what I'm seeing as well. So yeah, you know, we've got to sit up and take notice.   Yeah. And I think a lot of the things that I've been noticing, some people kind of shift right away and some people are a little bit more reluctant to shift. Yes. And I think the ones that it's almost you need to find the balance. You don't want to go all in and all AI and you don't want to have no AI. You want to kind of find the right balance and that happy medium and really figure out what is the best way to utilize AI.   and have a human component. Because I do not believe it will be able to be all AI. I just, think when it really comes down to it, it is a relationship business. It's a human to human contact business. really when things go wrong, humans want to talk with other humans who understand. They don't want, have you ever been on the phone and you're going, agent, agent, representative, and it's not.   understanding and you're like, just get me to the human. do I, what button do I need to push? What option is it that I the human? And I think that will continue, that will prevail. However, AI is such a powerful tool that I think we just need to figure out what's the most complimentary way that the humans and the AI can interact together to provide an amazing experience so that the tenants are happy and the clients are happy and the property management business is happy.   really be able to figure out what's the best way to do this. And something that you were telling me yesterday, I went, ⁓ she is so smart for doing that. Can you talk a bit about your, ⁓ tell us first about Flusos and what it is and how it works. And then tell me what you were chatting with me about at dinner last night about what you're going in and updating in Flusos because of all of the advancements in AI that are happening.   Yeah, yeah, so you're 100 % right Sarah, you know, there will always be the human element. It's necessary. We're a service business. So people want the customer relationships. They want that person who lets them know, hey, this is all right. You know, we're going well here. But the role of the property manager has changed. There will always be a role for property managers, but not in the way that we see it today.   And that's where we've got to make that transition. But one of the simplest flows to talk about, when I talk about flows, Flusos is workflows on all of the various tasks that we do. To help people understand how AI integrates with the human side of property management is if we look at a tenancy renewal. So when we're doing that renewal, there's so much that AI can do that takes away that   you know, that personal kind of like input ⁓ into the task as in like if a property manager doesn't like a tenant, then you know, like it becomes personal. ⁓ If they do like the tenant and they've built this relationship with the tenant, where the tenant is making them feel like if the rent goes up, that the tenant will lose the home, the property manager gets too involved personally and emotionally.   So to take away that very personal and emotional element and deal in the facts, if we look at, you know, a tenant renewal, AI has the ability, and this is what we're building into Flusos. So AI has the ability to go through and say, these renewals are due. It will then look at the tenant history to say, you know, how's the tenant pay the rent on time? Let's look at the in-resident inspections that we've done and we can see that the tenants   looking after the property, abiding by the terms and conditions. Everything's going great. We can see in the system where the tenant has, you know, kind of like mentioned that they would like to renew, that their children go to the local school and they want to stay there through the primary. We've got all of this data that's built up. So AI will be able to go in and say, yeah, you know, like this tenant has mentioned they want to stay on. We look at their history. It's all good. We're also going to look at the market.   And the market is determining that we can increase the rent to this much or it stays, it remains as it is. And we should offer a lease term of this length because AI will be able to determine what's going on in that marketplace. There could be infrastructure rebuilds going on, which could push people away from moving there. You know, just because we've got infrastructure being built, there is a building period that turns people off.   So AI can look at all of that and then say, okay, this is what we should offer the tenant. Now, the property manager then looks at that and they can say, well, you know, this owner has this property as a ⁓ full-time ⁓ or permanent investment property, but we need to talk to them and say, hey, as an investment property, this is where we recommend that you, you know, take the property, increase the rent, offer renewal because of this.   ⁓ And then the owner can make a decision. Now AI jumps in, does all the lease renewals, sends off the documents, updates the system. And the property manager's next role is talking to the owner and saying, congratulations, the tenants have signed the renewal. AI has then given them updates on your property is now achieving this in comparison to market. This is what the increase means to you in terms of dollars and percentage.   And we become that voice of, you know, like ⁓ reason and congratulations and service. And the owners look to us for that because all the information that's given to them is not based on personal, ⁓ you know, thoughts on what's going on or emotion. So, yeah.   And it makes it seem either that's the thing. No, I guess not. Oh, I think they're building over there. So maybe it'll be good and yet they're supposed to build a new stadium and that'll bring in. It's really figuring out things that we just don't know what the impact will truly be. And I love that it's kind of like, OK, have the human monitor the AI and have the AI do the heavy lifting.   and then you kind of watch it, make sure it's doing the right thing, and then you get to be the human to human connection. Exactly. Let me be the one who calls the owner, but AI has done all the things for me, so it's kind of prepped it, gotten it ready, wrapped it up in a pretty package that now I can present to the owner, and I get to be almost a bearer of good news instead of the bearer of bad news. Exactly, exactly. And know, owners don't want to hear that you should renew the lease because they're a good tenant.   Well, what constitutes a good tenant? They have to pay their rent on time. They have to look after the property. They have to look after the garden. So they've got to abide by the terms and conditions. It doesn't mean they're a good tenant. So owners don't want to hear that. The owners want to hear that they've abided by the terms and conditions. So we see no reason why they shouldn't be offered a renewal. I think one of the interesting challenges that are   that's going to come with AI is that AI can make anything now. I can take a photo of you, I could use AI to make you say stuff and match your voice. And so the danger with AI is that I think we're gonna get to the point where people will only trust human in-person interactions to begin things or to end things or just, you know. And so there's gonna have to be this human element of verification unless there'll probably be some people that work this out.   like some sort of verification system. You can load it up on your phone and verify that this is a real thing that you're talking to on Zoom or something. you know, that with all the AI slop as they're calling it and all of the fake videos and it's now becoming nobody believes anything. And so it's hard to know, is this really true? Is this actually the property manager that I'm talking to that is, you know,   that I have this property and I'm the owner and you know, are they real? And so, am I giving them access? And so I think there's gonna need to be some sort of verification system in order for people to trust because people will trust, I think it'll get to the point where we'll just trust this. Like I can shake your hand, I can touch you, I you're real.   I mean, we might all be fake on the I you don't know we just took a photo and write the whole podcast and do it and yes But they're really in Ulston That's right. Yeah There's been so much that's happened with deep fakes there've been yeah millions of dollars scammed and Now there's it it's getting so aggressive   that it's recommended that if you are a human that recommends or that interacts regularly with another human, like you and your husband, for example, or you and your children, that you have a a safe word, a password, a verbal safe where if you get a phone call from what looks like and sounds like your daughter saying, mom, I'm stuck on the side of the road, please send me money, I need help, what's the word?   What's the word? And then you know if that word isn't said, that is not my daughter even though it looks like it sounds like it. And I think that's going to be something that we need to kind of incorporate as well and for that reason I agree. I think that in-person, personal relationship will be more important than ever. Yes, I agree with that and this is something that's interesting you bring that up because I always had a safe word with my children. It was given. ⁓   It's something that I think property managers take for granted. They call owners and tenants and talk about all sorts of things without any sort of security check. So, you know, like if we're talking to the banks or, you know, anyone, we get a telecode or we've got to like key in what our personal sort of verification. Exactly.   So I think that's another area, and I'm glad you brought that up because it's another area where industry has to step up. We've got to protect the data that we've got. We've got a lot of sensitive data there. So we've got to really look after that. But there will always be that human element in property management because people want to know that they're making the right decision. People want to chat about it. They want to go through and say, based on that data,   would I be wrong in increasing the rent? It's like, no, a property manager is like, that's what the market is determining. So if the market determines a rental increase, then that's what the market is saying. Holding back rent only impacts every other investor in that market. I think it'll be interesting. So I think moving forward in the future, if we start to leverage AI, but we build our processes around things.   you know, initiated in a way that it starts with a human and that sensitive touch points are done as a human and that we come up with our own verification methods, we're going to avoid some of these traps and our processes will have a longer life span. Yes, yes. You know, we won't have to, man, we have to change everything now with the, all these scammers are doing this one thing where they call up and pretend that they're you, you know.   And so, yeah, because you can go on 11 Labs right now. You can upload your little recording of your voice and then you can have your voice and you can have it say anything. so, yeah, so I think that's going to be a challenge. And I think we're going to have to figure out a way to how do you how do you on a Zoom call with a remote owner that's out of state or out of country verify that each of you are an actual   real physical human being. Somebody needs to invent that device that verifies it's like taking a blood sample. It's like they're human and it's it's like, this is the, this is actually Joe I'm talking to across the pond. So yeah. Okay. Yeah, it is important. And I think the other thing for the industry to understand is that, you know, AI isn't something that they can go back to their office and say, we're going to build this AI.   ⁓ Let the experts do it. Let the experts who understand process and know, Sarah is a real expert on process and to have that level of expertise, it takes a lot of knowledge and a lot of like building and rebuilding and understanding and it's tweaked, you know, for different companies. But you know, like they shouldn't be taking this on themselves. Let the experts do it. And when we talk about, you know, our tech.   We need tech stacks and there is a lot of different technology out there that we've got to build it all in together. Property managers can't do that. A lot of business leaders can't do it either. know, have faith in the experts. That's what I'm saying to the industry is have faith in the experts because, you know, they are doing a lot of work behind the scenes on making sure that AI is not a negative.   impact to the industry is only making our industry sustainable and relevant into the future. mean that's going to be one of the temptations and dangers is that anyone can now go create any software. can load up lovable or any of these other tools and they can say make me a CRM or make me a property management software. But yeah the problem is you then have to become some sort of expert that's constantly communicating, fixing bugs, tweaking it, figuring it out.   And if you can't or something breaks or something gets hacked, then you're at risk. Your whole business is now at risk. And yeah, so I think that, but in the future, everybody will be able to create anything. So I think the people that really thrive and survive and keep a job while AI kind of takes over, I believe will be those that are the artists.   So we're going to shift away from it being about being a nerdy programmer. It's going to be those that have this creative thinking that they can think, how can I combine these tools? How can I connect these? How can we innovate this? And that's been one of the most fun things for me in playing with AI is now I get to be an artist with building systems and building things and creating things. Cause I can create things so quickly. Whereas before I would just think about all the things I wanted to do. And I'd be like, that'd be nice if somebody made that. And I'd be like, that's way too much work.   I don't want to do that. but yeah, it's now you can just create anything and you can edit things quickly. You can have things reviewed. And so there's a lot of things that everybody's probably already using some of the AI tools right now, you know, like chat GPT and maybe Claude and perplexity and some of these things, but there's a lot of, you know, more advanced tools that are coming out that are going to make things even faster.   And now AI is building AI and things are just speeding up.   Jason Hull (22:01) is that we're gonna have a lot of tenants out of work. I think there's gonna be a lot of tenants that are like, hey, I just lost my job to AI. And so we've already replaced some roles and some functions of our team and maybe even a whole team member with some AI tools already. And so that's coming very quickly. And I think Elon Musk just said that   in the next three to five years, the best surgeons in the world will be robots. And those are high paying, high functioning jobs that people put a lot of effort into, but he says they'll be better, more accurate. And so, do you want a really seasoned, older surgeon with maybe, he's human steady level hands, or do you want somebody that has laser precision that gets it right every time that's overseen by that person?   I think the best blend is both. I want the AI laser precision with the human with all of the knowledge and experience to watch it and make sure that it's the right thing. if you did it that way, if a doctor just had a monitor, it eliminates the need for many of them. You now need one doctor to...   multiple AI robots. Because you've got beta. think everything that's going to shift, AI is going to change so many things, which is great. It's still not going to be able to, I mean, how comfortable would you feel? Open heart surgery and that's the AI robot and you go, ⁓ do I want that thing cutting me open? ⁓   What's its track record? What if it glitches? What if it breaks down? Is it going to do the right thing? it know? What is it, you know, is it programmed? What if it dies in the middle of the surgery? Does it have a battery? There's a lot of things to think about. And does it care? Right. is it, what if it that eye robot where it's scanning and going, oh, it has an 11 % chance of survival. I'm done. Well, wait a second. Hold on. Do we, you know, do we keep going? So I think everything is going to come down to a blend.   of AI and human and there's got to be both of those components. So can you maybe chat about, let's chat about kind of both ends of the spectrum here. What might happen to some property management companies that refuse to adopt AI? Where they go, I'm just not doing it. I'm not using AI. I'm staying old school. We don't want to learn anything. We don't want to do anything else. might you be a, what would you think the prediction would be on companies that just will not?   Yes. Use it. That's a really good question because we kind of saw that with what happened with these old school companies ⁓ where they refused to have anything but the property management program, you know, where you store your data. ⁓ And they eventually were out of business. I mean, I'd go into these offices and they just have   files everywhere, files covering the desk, they didn't know where anything was. But they refused to, you know, ⁓ use anything else than go to that paper file. And it was a mess. mean, how do you find paper? ⁓ So we saw those businesses gradually get out of business. They didn't have a business to sell, basically. So they might have been mighty in their day, but they were no longer mighty when technology just   over. Now that took a long time to happen in the past. It's going to be more rapid now. So those businesses that refuse to adapt or adopt AI or understand it because a lot of them think we've got AI. It's like you don't have AI. GPD does not help you to manage process better. So if they don't then   We're seeing it already Sarah and Jason. We're seeing that these companies that used to manage 500 or more managements are down to half of that and I'm selling one at the moment where they had 600 and we're just on the final figures today. They're down to 342. That's a lot of money that they've lost because they refuse to adapt new methods and they let the property managers determine   what technology they would use. Because what happens if we allow staff to determine what technology we will use, then the staff just create or justify a reason for their position. We can't do that anymore. We've got to identify the task that a property manager does. And there's much less than what, you know, they did in the past. A property manager is basically just a client relationship manager now.   They're reviewing data and interpreting that data to have conversations with the clients. And that's the way we've got to do it. And the other thing is, investors are changing too. So we're getting a lot of institutional investors. So institutional investors don't want to deal with, you know, mother head and type, you know, like, ⁓ the tenants are lovely and you know, you don't want to lose them and...   you probably can't afford to do the maintenance and things like that. Institutional investors just want the facts so they can make a decision and quite often they don't want to make a decision they want the property manager to do what's needed. And AI will determine the necessary steps so the property manager becomes that person this has been done or they can look online through their portal. in   I'm like, that's a long answer to your question. But you know, like I believe hand on heart and don't want to seem like I'm doing so sorry, I'm hitting the mic. that three years time is three years is all we've got to make the changes and to identify the tasks the property manager does. Because it's not the same anymore. I agree. And I think it's about shifting that shifting. It's about making that shift.   And then conversely, let's talk about the other end of the spectrum because, okay, if you go, you know what, I'm sold, I'm doing everything AI. I'm firing my entire team, I'm letting AI do everything and we've seen some companies try to do this before, but now there's a lot of changes and AI can do a lot of things that before was not possible. So what would you say to the companies that are gonna go all in and they're gonna do all AI? Is that the solution?   No, it's a happy blend of technology and team. So if you don't have the team there, property management is a service industry. So we have to remember that, you know, and our service is helping the clients to feel confident about decisions that they're making or instructions that they're giving. ⁓ So it is definitely a blend of ⁓ technology and team.   but the team's role has changed. please don't think you can go in there and chat GBT is going to, you know, create all the conversations and, and, know, they're going to answer the phone and, and, you know, talk to the client and record it all. No, there needs to be human element. But again, I'll go back to it's the experts that will help you create that because it's very, very difficult to understand how to blend that technology and team. ⁓   without the kind of like the team having their say in it too. A lot of business owners let the team say too much and they make decisions based on team. We've seen that, or they take a vote. A vote, yes. My team, I hear that from our clients, and they go, well my team voted and what? Your team voted? No, no, no, no. that's good. They don't ever vote. Like, yeah, you know, eliminate my job. I'll vote yes for that. Yeah, yeah. No, no.   Yeah, the challenge with team members is that they are not usually money driven the way entrepreneurs are. They're not focused on the money side of the business and they're focused on safety and security. And as AI comes, that's going to take a lot of that away. And so yeah, you don't want to have your team vote. This is, it's not like a   It's not democracy. No, this is business. I believe in democratic principles, it's the business. But yeah, you can't place the burden of decision making on people that are wired to make decisions in a way that's not conducive. Yeah, it's all about them. And, you know, like it's important to understand how the team is thinking so that you can then help them adjust to it or no.   that person's not going to come through with me. So you can make the decisions. no, know, team will always justify why they are needed in a business. Yeah. mean, the day may come with all the AI stuff and humans really, we tend to like each other. We like humans a bit. You know, we'll probably have labels on our business made with real humans. Real humans at our business and a real human answers the phone. No AI. You know, I mean, it might happen. So that could be interesting. So.   One of the things that I also though, am thinking and maybe I'm a bit of a conspiracy theorist or a little crazy, I don't know. But ⁓ when Trump went into Venezuela and extradited or took out that dictator that had taken over the government there and was causing a lot of problems, the people were very happy. But what was really interesting, what was unsaid or I didn't hear people talk about it much is the US government.   Military whatever went in had the ability they turned off all the power to the entire city There were not even backups were working everything went out and went black. Mm-hmm and That's wild to think that we have the ability to just wipe out power and electricity I don't know if it was an EMP thing or Some people say solar flares can do this and maybe the government can do this kind of stuff. Who knows but the fact that technological   data, power, electricity, all that can just shut off in an instant. How would we deal with that in a world where everything has become digital and everything has become AI? Will we have backups? Will we have keys? Will we be able to find things? ⁓ Will we know stuff? there's, think there, I mean, if that happens one time, it will be like change everything forever. Just like the pandemic changed everybody's perception forever about.  

What should we expect for transaction volume this year? What should we expect for interest rates? What might a new Fed chair mean for rates? Were lenders more active in 2025 than in 2024? Might lenders ease underwriting some this year? What are mortgage delinquencies today? Explore these questions and much more on this week's show with Lonnie Hendry with Trepp and Michael Bull with Bull Realty.  TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.com Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/ Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/  

Is direct mail actually back in 2026 — or is it a dinosaur channel that should stay extinct?In this episode of Owned and Operated, John Wilson sits down with Sam Preston (CEO of Service Scalers) to break down how the best home service companies are using direct mail as direct response, why some operators get 14x ROI while others lose money mailing the same market, and the exact levers you can pull to make mailers perform (audience, offer, format, frequency, and iteration).They also get into why “legacy media” still works when executed well, how to think about underserved markets, and why your offer + ticket size determines whether direct mail prints money… or burns it.Key Topics Covered:Why “someone in your market is winning” with direct mail (even if you think it's dead)The 4 audiences to mail (members → active customers → inactive customers → net-new)What formats work: postcards, letters, Valpak, door hangers, even “weird” creative mail

How does someone get started in real estate at 25 — and go on to build a multimillion-dollar portfolio in New York City? In this episode of the Get Creative Podcast, host Kyle Karges sits down with veteran investor Alla Bares to unpack her 25-year journey from buying her first foreclosure in Queens to completing a luxury NYC townhouse redevelopment that sold for nearly $8 million.

Brittan Stockert is a fundraising coach with DonorBox, a donor management platform with a mission "to do everything in our power to support nonprofit organizations in their efforts to make a difference." Brittan's role is to help "nonprofits and social-impact organizations build sustainable fundraising strategies by strengthening donor relationships, improving CRM systems, and simplifying day-to-day fundraising." Brittan joins the podcast to talk about the evolution of thinking in mutual aid - direct giving from donor to recipient without a formal charity in the loop. Brittan talks about the history of mutual aid, and the changes in how mutual aid is moving forward since the pandemic, uprisings, and resistance movements in 2026 and beyond. Britt talks about trust as a key factor in both mutual aid giving and giving to support formal charities. Mutual aid support in the present moment relies on community-based trust, but also relies on traditional nonprofits to eschew "main character energy" and center the immediate needs with trust in community. Younger or new donors may be quicker to let go of control or power, and institutional charities may do well to follow suite and let go of some power in these situations. NEXT in Nonprofits has a blog post on mutual aid in 2026. People interested in connecting with Britt on coaching can view her contact page here. Get more details on how to subscribe on our podcast page.

This episode is brought to you by B2B Better. Stop sending "just checking in" emails. We build owned media systems that give your sales team actual reasons to reach out, turning podcasts into sales enablement assets that move deals forward. If your sales reps send "just checking in" emails to prospects who've gone quiet, this episode explains why those fail and what to do instead. Host Jason Bradwell breaks down how to create milestone moments, legitimate, value-led reasons to reach out through long sales cycles without sounding desperate. Jason's core point is clear: most B2B sales cycles are brutally long, but sales teams don't know how to stay present without being annoying. The traditional approach fails. Discovery call, proposal sent, then "just checking in" emails with no response. Twelve months later, the prospect went with a competitor because "you didn't understand our business." After month two, you had nothing valuable to say. 95% of B2B Better's clients have sales cycles over six months. And 95% of your customers are out of market at any given time. Your job is to stay present so when they flip to being in market, they think of you first. Most owned media falls apart here. Marketing creates beautiful content. Sales sees it but has no idea how to use it in actual sales motion. Marketing measures downloads. Sales measures meetings. Different languages, different outcomes. Milestone moments fix this. Month one: send proposal plus a podcast clip addressing their exact challenge. Month three: benchmark report. Month four: webinar invite. Month five: customer story. Month six: check in with context. Months seven to twelve: new episodes create new reasons to reach out. Month eighteen: deal closes because you felt like a partner. B2B Better's sales enablement kits deliver three clips with email copy, key graphics, follow-up sequences, and tags showing which funnel stage each piece serves. One innovation: sales stitch videos where reps record 30-second reactions to clips. Personal brands beat company brands these generate thousands of views when originals get hundreds. This works with three things: marketing-sales alignment through quarterly planning, infrastructure for sales to contribute to production, and attribution through CRM tracking plus conversations about where content surfaces in deals. Chapter Markers 00:00 - The "just checking in" problem that kills deals 01:00 - Context on long sales cycles and 95% out-of-market buyers 02:00 - Why owned media strategies fall apart at sales activation 03:00 - Traditional approach: proposal to dead deal in 12 months 04:00 - Milestone moments approach: 18-month cycle done right 06:00 - What qualifies as a milestone moment 07:00 - Timing and sequencing content to the buyer journey 08:00 - Sales enablement kit components 09:00 - Tags and metadata for searchable, attributable content 10:00 - Sales stitch videos: personalising content at scale 11:00 - Why personal brands beat company brands in B2B 12:00 - Three requirements: alignment between teams 13:00 - Infrastructure for sales to contribute to production 14:00 - Attribution: quantitative and qualitative tracking 15:00 - The challenge: audit your last five gone-quiet emails Useful Links Connect with Jason Bradwell on LinkedIn Read the Ehrenberg-Bass 95-5 rule research Explore HubSpot CRM for tracking content touches Check out Salesforce CRM Explore B2B Better website and the Pipe Dream podcast 

Your sales team spends 70% of their time on admin work - not selling. Do the math: if your top AE makes $120K and only spends 30% of their time on revenue activities, you're paying $84,000 for data entry and CRM updates. That's the Admin Drag tax killing your pipeline velocity in 2026. But here's the real problem: you bought AI six months ago (Gemini, ChatGPT, Einstein), rolled it out with a 45-minute webinar, and… crickets. Adoption is at 14%. Your VP is asking what you're paying for. This isn't a technology problem. It's a leadership problem. You installed software when you needed to redesign the workflow. In this episode, Mike Allton (Director of Partner-Led Growth at Agorapulse) deconstructs the 95% AI pilot failure rate and shows you exactly what Revenue Architecture looks like in practice. You'll discover: • The real cost of manual meeting prep (90 minutes vs. 8 minutes with Gemini's Scheduler)• How to build a "Digital Crew" that automates research, briefing docs, and objection prep• Why Gemini's 2 million token context window changes everything for sales intelligence• The 3-day audit that reveals where your team is hemorrhaging time• How to move from "Human-in-the-Loop" to "Human-on-the-Loop" automation Stop installing tools your team won't use. Start architecting workflows that reclaim 25-30 hours per rep, per week. Resources: TheAIHat.com/speaking CHAPTERS 00:00:00 - Introduction: The $600K Call She's Unprepared For 00:02:20 - The $84,000 Admin Drag Tax (Do the Math) 00:03:41 - Why 95% of AI Pilots Fail (It's Not the Technology) 00:04:05 - The Da Vinci Workshop: Building a Digital Crew 00:05:17 - Pilot Purgatory: The 6-Month Failure Timeline 00:07:06 - The Old Way: 90 Minutes of Manual Meeting Prep 00:08:48 - The Digital Crew Way: Gemini Scheduler in Action 00:11:48 - Why Gemini Is Structurally Different 00:12:16 - Native Workspace Integration (Friction Removal) 00:12:36 - The 2 Million Token Context Window 00:13:20 - Multimodal Native (Not Franken-Botted) 00:14:23 - Grounding with Google Search (The Accuracy Engine) 00:14:43 - The Scheduler: The Agentic Unlock 00:15:36 - Your Homework: The 3-Day Time Tracking Audit 00:17:01 - How to Architect Your Digital Crew (Workshop Info) 00:17:45 - Closing: Stop Installing Software, Start Architecting Systems Show Notes & Transcript: https://theaihat.com/geminis-scheduler-just-fixed-sales-meeting-prep-and-killed-the-90-minute-research-grind/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Listening is the most underrated sales skill because it's the one that actually tells you what the buyer is thinking, not what you wish they were thinking.  Most salespeople believe they listen well, but in real conversations—especially under pressure—we drift into habits that feel like listening while we're actually rehearsing our next line. In Japan, in the US, in Europe—whether you're selling to an SME, a startup, or a multinational—buyers can feel when you're not fully present. Are you really listening to the buyer—or just waiting to talk? Most salespeople aren't listening; they're mentally queuing up their next point, and the buyer can hear the delay. This shows up in every market: a SaaS rep in San Francisco, a relationship banker in London, or an account manager in Tokyo can look attentive while their mind is sprinting ahead. The trigger is usually one "important" phrase—budget, competitor, timing—then your attention snaps away from the buyer and into your internal monologue. You're still hearing, but you're not taking in. That gap matters because buyers don't only communicate in words. In executive-level meetings at firms like Toyota or Rakuten, meaning often sits inside tone, pace, hesitations, and what goes unsaid. Post-pandemic, with more hybrid calls on Zoom or Teams, these cues are easier to miss—unless you deliberately train for them. Do now: Treat every buyer conversation like a live intelligence feed: if you're writing your reply in your head, you've stopped listening. What are the five levels of listening in sales? There are five levels—Ignore, Pretend, Selective, Attentive, and Empathetic—and most sales calls hover around levels 2 or 3.  Ignore doesn't mean staring at your phone; it can mean being hijacked by your own thoughts the moment the buyer says something provocative. Pretend looks like nodding, eye contact, "mm-hmm"—but your brain is busy building the pitch. Selective listening is the killer in modern B2B: you filter for "yes/no" buying signals, but you miss the conditions attached to them (timeline, stakeholders, risk concerns). Attentive listening is full-focus: no interruptions, no filtering, paraphrasing to confirm. Empathetic listening goes further—eyes and ears—reading what's behind the words and "meeting the buyer in the conversation going on in their mind." That's as relevant in procurement-heavy Japan as it is in fast-moving US sales teams. Do now: Identify which level you default to under pressure—and train upward, not sideways. What does "ignoring the client" look like if you're still in the room? You can "ignore" a buyer while looking directly at them—by following your own thoughts instead of their words. This is common when the client says something that sparks urgency: "We're also talking to your competitor," "Budget is tight," "We need this by Q2." The moment you latch onto that, the rest of what they say fades into the mist because you're fixated on the counterpoint you must deliver. In enterprise sales, this is where deals quietly die: you respond to the wrong problem, at the wrong depth, to the wrong stakeholder. In Japan, where meaning can be indirect and consensus-based, this is riskier—what's not said can be the real message. In Australia, where communication is often more direct, you can still miss the nuance in tone—especially in remote calls where you're juggling slides, notes, and chat. Do now: When you feel triggered, pause and mentally label it: "That's my ego talking—back to the buyer." Why do salespeople "pretend" to listen—and how can you spot it? Pretend listening happens when your body language says "I'm with you" but your mind is already pitching, defending, or debating.  You nod. You lean in. You look professional. But internally you're preparing the product dump, building the objection-handling case, or rehearsing the "killer story." It's the classic "lights are on, but you're not home" dynamic—common across industries like consulting, insurance, tech, and professional services. The modern version is worse: you're also glancing at CRM notes, Slack messages, or the next meeting timer. Buyers notice because your responses don't quite match what they said. You answer a question they didn't ask, or you jump too early. In negotiation-heavy environments (Japan, Germany, regulated sectors), this reads as disrespect. In faster markets (US startups), it reads as shallow. Do now: After the buyer speaks, summarise in one sentence before you respond with anything else. Is "selective listening" efficient—or does it sabotage sales outcomes? Selective listening is efficient for hearing buying signals, but it often sabotages effectiveness by skipping the context that makes the "yes" or "no" meaningful.  Salespeople are trained to hunt for signals: interest, hesitation, resistance. But if you only listen for yes/no, you miss the conditions attached—like internal politics, compliance concerns, implementation capacity, or fear of change. You also jump the gun: you hear the "no" early and start crafting your rebuttal while the buyer is still explaining why. The Japan example is instructive: because the verb often arrives at the end of the sentence, you're forced to hear the whole thought before reacting. In English, you can start manufacturing your reply mid-sentence, which feels fast but can be sloppy. Across APAC, where indirectness can be a politeness strategy, selective listening becomes a deal-killer because the meaning sits in the qualifiers. Do now: Don't respond to the first "yes/no." Wait for the full sentence—then ask one clarifying question. What's the difference between attentive listening and empathetic listening—and which closes deals? Attentive listening makes you accurate; empathetic listening makes you influential because it reveals what the buyer is really protecting.  Attentive listening is full presence: you don't interrupt, you don't filter, you paraphrase to confirm understanding. This alone differentiates you in any market—Japan, the US, Europe—because most professionals are distracted. Empathetic listening is the next level: you listen with your eyes and ears, tracking tone, body language, and what isn't being said. You sense anxiety behind a budget objection, or politics behind a "we'll think about it." You aim to "meet the buyer in the conversation going on in their mind," which is exactly what executive-level selling requires. In leadership cultures where saving face matters (Japan, parts of Asia), empathy helps you surface concerns safely. In direct cultures (Australia, US), empathy helps you avoid brute-force pitching and instead guide the decision. Do now: Paraphrase the facts, then reflect the feeling: "It sounds like timing isn't the only concern here." Conclusion If you want to sell more, stop trying to be more persuasive and start trying to be more present. The five levels of listening are a diagnostic tool: most salespeople drift between Pretend and Selective because their brain is busy performing. Attentive listening earns trust. Empathetic listening uncovers truth. And the fastest way to improve your buyer conversations is to practise listening where it's hardest—at home, with people who don't have to pay you to stay polite. Author credentials Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and presentation programs, including Leadership Training for Results.  He has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー).  Greg also publishes daily business insights on LinkedIn, Facebook, and Twitter, and hosts six weekly podcasts. On YouTube, he produces The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews, which are widely followed by executives seeking success strategies in Japan. 

SBC continues its Road to Rio series ahead of SBC Summit Rio as SBC Media Manager Fernando Noodt is joined by SBC researcher Ana Maria Menezes and guest speaker Ricardo Peixoto, Country Manager for Brazil at SofaScore. Ricardo will be speaking at this year's SBC Summit Rio on the panel Inside the Deal: The Game Behind Sports Sponsorship as they discuss how brands, data, and fan passion collide in the world of sports marketing ahead of the 2026 World Cup.Tune in to today's episode to find out:The Football Landscape: Brazil vs. Argentina: Explore the historic rivalry and generational perspectives on Brazil's and Argentina's prospects for the 2026 World Cup, from fan superstitions to expected quarterfinals and semifinals outcomes.Marketing Strategy: Cutting Through the Noise: Learn how brands can stand out during the World Cup, including the importance of emotional connection over ad spend and how different sectors navigate sponsorship challenges.The Intersection of Data and Emotion: Discover how statistics amplify fan passion, how data drives the “armchair expert” culture, and how fans obsessively prepare for tournaments using platforms like SofaScore.Gen Z and the TikTok Era:  Understand how brands engage younger audiences, the importance of quick, platform-specific messaging, and why FIFA's partnership with TikTok is a long-term play.If you'd like to hear more from our guest speaker, get your tickets now at SBC Events. Ricardo will be talking on the panel from 14:00–14:40 BRT on Inside the Deal: The Game Behind Sports Sponsorship at Stage 3 – Marketing. Once fuelled by superstar endorsements and headline sports deals, sponsorships now play under stricter rules, where integrity, compliance, and authenticity are the new currency. As regulation reshapes the game, one question looms: how can licensed operators and sports organisations keep the passion alive while playing by the rules? The next era of sponsorships starts here.Host: Fernando NoodtGuests: Ana Maria Menezes & Ricardo PeixotoProducer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.To see how this approach comes to life, Optimove Connect returns to London on March 11 and 12, 2026. It is the only user conference where marketers from around the world share real-world results of Positionless Marketing driving efficiency and ROI. Register at connect.optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

It doesn't matter who you think you are if people aren't experiencing you that way. In this episode, Chris and I sit down with our 3 VIP Mastermind Guests. Julie Cyvonne, an entrepreneur, microdosing expert, and facilitator, talks about how you're actually perceived, feedback, discernment, and why high performers sometimes only use a fraction of their true potential. Then, Riley & Kaylie Miller of The Property Wives redefine shares about advocating for marginalized communities in real estate. We talk about radical empathy, viral growth, real estate strategy, and what actually happens when you refuse to shrink. Tune in to upgrade your operating system and lead with conviction. Check out our Sponsors: Northwest Registered Agent - Don't wait, 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 Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS 00:00 How people see you is your responsibility. 04:30 How to separate your worth from your business data. 07:30 The “rule of 3” Julie uses to decide which feedback to integrate. 11:30 How does a high performer go from good to truly great? 14:30 Why in-person retreats accelerate transformation faster than online coaching. 17:15 Are you avoiding the one thing that could set you free? 26:00 Meet Riley & Kaylie Miller of The Property Wives. 30:00 Creating the largest platform for safe relocation for the queer and trans community. 31:30 The barriers marginalized communities face in homeownership. 36:00 How to buy a home with only $1,000 out of pocket in Colorado. 38:00 How did you gain hundreds of followers on TikTok in a single day? 47:15 The 1-minute exercise that will instantly build empathy and leadership. RESOURCES Connect with Julie Cyvonne on Instagram: DM “JOURNEY” to take her FREE microdosing quiz Learn more about Julie's upcoming retreats and programs HERE Learn more about the Safe Haven Homes Initiative HERE Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci Follow Julie: @juliecyvonne Follow Riley & Kaylie Miller: @thepropertywives

Brent Daniels sits down with real estate investor Jacob Bopst to dissect a remarkable deal where a single $75 lead transformed into a net profit of over $76,000. Jacob breaks down his "wholetailing" strategy, a hybrid of wholesaling and flipping where he buys properties virtually, closes on them using hard money, and immediately relists them on the MLS without performing major renovations.Jacob also shares his high-tech "speed to lead" system, explaining how he uses automation tools like make.com and Go High Level to connect with potential sellers in under 30 seconds! For more wholesaling action, check out the TTP Training Program.---------Show notes:(1:00) Beginning of today's episode(1:39) Utilizing Pay Per Lead (PPL) and statewide marketing strategies(2:44) Using make.com  for free CRM automation and webhooks (4:01) Why speed to lead is the most critical metric (17:23) The “shut up” sales technique(26:53) Using local realtors to inspect properties without visiting them (29:19) Navigating failed septic inspections during close.----------Resources:Property LeadsGo High Level CRMmake.comDominion FinancialRedfinZillowPropWireTo speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?

Episode 624 Schedule a one on one free coaching call, click here or visit LoanOfficerStrategyCall.com. Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl White sits down with Kevin Gillespie to unpack what actually creates explosive growth inside a branch or mortgage company and why most leaders miss it. They kick things off with a simple but powerful question: Do you really have a sales culture, or are you just hoping your team will prospect on their own? Kevin breaks down the difference between having a title and creating true leadership, and how commitment, structure, and psychological safety are the foundation of consistent production. You will hear the three core drivers of a winning sales culture: structured group prospecting, smart CRM leverage without using it as a hiding place, and creating "the stage" through regular presentations and events that position your team as the expert. Carl and Kevin share real examples of leaders who doubled, tripled, and even quadrupled their production by implementing these systems with consistency. If you are a branch manager, team leader, or producing manager who wants higher per-LO production without adding chaos, this episode lays out a practical blueprint you can start using immediately. If you are a branch manager or owner who wants to build a stronger, profit focused sales culture, learn more at ProfitDrivenPlan.com.

Welcome to Beats Vines & Life, where we dive into the intersection of wine, business, and modern living. In this episode, host MJ Towler sits down with Ben Salisbury, renowned consultant, coach, and creator of the Wine Sales Stimulator training program. With over four decades of experience in the wine and spirits industry, Ben has worked with major players like Constellation Brands and St. Michelle Wine Estates, and now champions a fresh, tech-driven approach to sales and marketing.Together, MJ Towler and Ben tackle everything from the realities of the three-tier system, the pitfalls of outdated sales playbooks, and the game-changing power of focusing your efforts where it counts. They discuss the need for scalable systems, efficient use of time, and the value of CRM tools—all with an eye toward sustainable growth for wineries, distilleries, and beverage brands in a rapidly evolving market.Whether you're an industry insider, a passionate consumer, or just curious about what makes the modern wine business tick, this episode is full of actionable insights, sharp commentary, and a little New England grit. Tune in and discover why the old hustle mentality might just be holding your brand back, and how to move past it for lasting success.For more information about Ben's Wine Sales Stimulator click the link!Follow Ben on Linkedin!Remember to use CODE: BWG8020 to receive a 10% discount on Ben's flagship program during the month of February only.____________________________________________________________Until next time, cheers to the mavericks, philosophers, deep thinkers, and wine drinkers! Subscribe and give Beats Vines and Life a five-star review on whichever platform you listen to.For insider info from MJ and exclusive content from the show, sign up at blackwineguy.comFollow MJ @blackwineguyFollow Beats Vines and Life @beatsvinesandlifeFollow Totally Biased Wine Reviews on IGSign up for Totally Biased Wine ReviewsGo to the-vines.com and use code BLACKWINEGUY to unlock member pricing and join their community for just $395, plus get a case of wines they make with their partners. (U.S. addresses only.) Hosted on Acast. See acast.com/privacy for more information.

Send a textWelcome to the Laundromat Resource podcast! In this episode, host Jordan Berry shares a comprehensive, free, three-part course packed with everything you need to know about buying your first laundromat. Whether you're new to the business or looking to up your game, Jordan Berry breaks down the process into straightforward, actionable steps.You'll learn how to find laundromat deals using a proven six-step system that leverages public markets, broker networks, and off-market opportunities. Jordan Berry introduces powerful tools like the Laundromat DFY (Done For You) platform, designed to help you organize leads and track your progress—completely free of charge.But the journey doesn't stop at finding a deal. The course dives deep into how to properly evaluate a laundromat's value, craft compelling offers, and perform thorough due diligence to avoid costly mistakes. With practical tips, real industry insights, and free resources provided throughout, this episode is your ultimate guide to making smart, informed decisions as you enter the laundromat business.Grab your notepad, get ready for step-by-step advice, and start your journey toward laundromat ownership today!In this episode; Jordan discuss:00:00 "CRM for Tracking Deal Action"07:30 Activity Logging Workflow14:32 Broker Outreach: Minimum Info & Cadence16:28 Targeted Laundromat Listing Strategy25:57 "Laundromat Deals and Direct Mail"30:27 "Laundromat Deal Analysis Explained"34:15 "Laundromat Analysis Tool Overview"43:26 "Quick Wins for Higher Income"47:01 "Maximizing Lease Terms Advice"51:13 Laundromat Valuation and Buyer Demand59:08 "Buying Your First Laundromat"01:04:31 "Tracking Laundry Machine Usage"01:07:05 "Verifying Laundromat Income Methods"01:10:49 "Machine Model Numbers Matter"01:16:26 Avoiding Hidden Business Expenses01:21:47 "Laundromat Ownership Made Easy"

Simon and Braden reunite for a throwback 1-on-1 to break down what’s behind the recent “SaaS apocalypse.” They discuss why AI uncertainty is crushing software multiples, how coding agents could reduce seat counts, and where value capture might shift next (subscriptions vs. usage-based and hybrid pricing). They also separate the real risks (in-house tools at large enterprises, margin pressure from AI features) from the overhyped ones (easy competition without distribution). The episode wraps with a candid check-in on Constellation Software’s selloff and what they’re watching going forward. Tickers of stocks discussed: CSU.TO, ADSK, MSFT, CRM, ACN, DSG, LSPD.TO, SHOP.TO, MNDY Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Click to watch the full episode on YouTube!What if you could offload the busywork that keeps piling up every week and get back hours of focus without hiring a full team? In this episode, I break down how I've been using AI tools as a practical “assistant” for content, real estate, and everyday workflows so tasks stop slipping through the cracks and your systems actually feel manageable.In this episode of the First Sip Podcast, I break down:- Why I started using AI as leverage- How I use tools to capture leads, organize conversations, and reduce the back-and-forth across platforms- Simple automations that handle repeat questions and route people into a CRM without manual work- How AI-powered content workflows turn one episode into multiple short clips and marketing assets- A real example of turning a voice note into a polished presentation using transcription and slide tools- How beginners can start using AI to move past analysis paralysis and build a “virtual assistant” that asks the right questionsHere's the Master Prompt for you to create your own AI Assistant:[Executive Assistant Master prompt ](https://www.notion.so/Executive-Assistant-Master-prompt-2ff557a368e0813e9084c6c76ee132e7?pvs=21) Thank you for listening, and as always…enjoy your first sip! Timestamps:00:00 – Using AI as an assistant for weekly tasks and focuS02:38 – Real estate follow-ups, marketing, and the need for leverage03:31 – Using ChatGPT like a personal assistant and what you'll get by the end04:00 – Turning repeatable weekly tasks into faster workflows04:41 – Using forms, chatbots, and automations to capture info upfront04:58 – Zapier example: sending form responses directly into your CRM05:17 – Instagram DM auto-replies and filtering inbound requests07:00 – Turning long-form episodes into short-form content at scale07:36 – Tools like Opus Clip and CapCut for transcript-based clipping09:32 – Why the future of sales is changing fast10:02 – Real example: building a presentation with AI instead of PowerPoint11:02 – Transcribing audio with Descript11:33 – Using NotebookLM to generate a slide deck from the transcript12:34 – Creating a master prompt with ChatGPT or Gemini 13:32 – Prompting explained: clear instructions lead to better outputs15:50 – Using transcripts to create marketing visuals and infographics16:40 – Starting AI as a beginner and finding your real starting point17:10 – AI for goals: fitness, money, business, and life planning20:32 – The “virtual assistant” master prompt and how it works22:43 – Content recommendation: pair tools with a specific YouTube tutorial23:13 – Practical AI use cases: bloodwork, financial planning, and personal goalsWhat did you think about this episode?--------------------------------

In this episode of the Fitness + Technology Podcast, host Bryan O'Rourke welcomes Steffie Bryant to the show. Steffie brings a strong background in gym operations, sales, and currently serves as President of Keepme.ai, an AI-powered sales and marketing CRM platform designed specifically for the fitness industry. Since its launch in April 2019, Keepme.ai has expanded globally, supporting hundreds of fitness clubs in driving member acquisition, engagement, and retention. In this conversation, Bryan and Steffie explore the evolution of artificial intelligence, with a particular focus on agentic AI, autonomous agents, and the broader market implications of these emerging technologies. Together, they discuss how agentic tools are being deployed, what their adoption means for fitness operators, and how AI-driven systems are reshaping workflows, roles, and career trajectories across the industry. One Powerful Quote: 14:41: "It's better to ask for forgiveness than permission at times." 4-10 Bullet Points (w/ timestamps) - Highlighting key topics discussed: 2:35: Bryan introduces Steffie's professional background and her journey from gym operations to leading a global AI platform. 6:00: Bryan and Steffie discuss agentic AI tools and their practical applications within fitness businesses. 10:49: Steffie shares insights on deploying agentic tools and their implications for competitive marketplaces. 12:35: Steffie has a forward-looking conversation on how AI adoption will transform jobs and organizational structures. 14:16: Steffie offers career advice and strategic guidance for professionals navigating rapid technological change. Bullet List of Resources: https://www.keepme.ai/ Guest Contact Information: https://www.linkedin.com/in/steffie-bryant-0b577271/ https://www.bryankorourke.com/ https://www.linkedin.com/in/bryankorourke/ http://www.fittechcouncil.org/ https://www.youtube.com/user/bko61163

Why do customers say no even when your offer looks great? In this episode of Sales Lead Dog, Chris sits down with Matt Sucha, CEO of Mindworx and author of The Hidden Yes, to break down the real reason offers fail and how behavioral economics changes the way we sell. Matt explains why most sales teams ask the wrong question. Instead of asking “How do we motivate customers?”, the better question is “What is holding them back?” From psychological reactance to uncertainty, from perceived effort to what Matt calls the “zone of acceptance,” this episode dives into the hidden barriers that prevent customers from saying yes. You'll hear real case studies including: • A 167 percent increase in conversions by simply reducing uncertainty • A telecom team expanding customer conversations using zone of acceptance • A salesperson increasing conversion from 16 percent to 28 percent using choice architecture • How small wording changes can dramatically change buying behavior Matt also introduces the SURF Method, a practical framework for designing customer interactions by defining what customers should think, feel, and do at each stage of the sales process. If you work in sales, marketing, CRM strategy, digital sales, or customer experience, this episode will change how you think about persuasion and influence.

Episode Description: In this insightful episode of the Stuck In My Mind Podcast, host Wize El Jefe welcomes Shirley Hayden, founder and president of Aspire Sales Management Solutions, for her very first podcast appearance. Drawing from over 25 years of executive sales leadership experience and Harvard Business School strategy training, Shirley Hayden shares her expertise on what it takes to build sales systems that not only drive growth, but also endure. The conversation, both conversational and deeply practical, begins with Shirley Hayden recounting her journey from sales representative to executive leader. She discusses how natural leadership tendencies and a keen eye for systems propelled her career, and shares lessons often missed by others—including the importance of speaking up, asking for help, and maintaining open communication with those she leads. Throughout the episode, Wize El Jefe and Shirley Hayden unravel the nuanced relationship between personalities and systems in sales teams. Shirley Hayden emphasizes that while likability and interpersonal skills matter, the foundation of sustainable sales is process-driven. She notes that effective salespeople whether extroverts or introverts succeed by asking the right questions, genuinely seeking to solve customer pain points, and engaging deeply in the mental game of sales. Listeners gain valuable insights into the real-world challenges faced by sales leaders. Shirley Hayden describes turning around an underperforming New England sales team by introducing structured onboarding and operational processes, dramatically reducing the time it took for new hires to become profitable. This experience sets the stage for a broader discussion about the universal need for systems, illustrated not only in sales but also through Wize El Jefe's own experience structuring his podcast for greater efficiency and growth. The episode dives into the continuous evolution of leadership philosophies. Shirley Hayden advocates for ongoing education, firsthand customer interaction, and persistent exposure to current industry trends—especially the transformative role of AI and new technologies in sales acceleration. Both speakers highlight the power of attending summits and conferences for networking, education, and staying ahead in a fast-moving landscape. One of the most resonant themes is the challenge of strong products underperforming due to weak sales processes. Shirley Hayden systematically breaks down common pitfalls: poor onboarding, lack of infrastructure, mismatched sales personalities, and absent assessment tools. She explains the importance of identifying whether a salesperson is a hunter, farmer, or account manager, and ensuring roles align with individual strengths. The episode explores what separates teams that merely survive from those that scale. Shirley Hayden stresses the necessity of a buildable, scalable, and repeatable sales process. She introduces the concept of a customized sales playbook, recounting a case study with a law firm where lack of process led to inefficiency and redundancy. Her discovery approach focuses on streamlining systems to increase efficiency and communication, and reduce errors. Accountability and data-driven decision-making emerge as cornerstones of successful sales leadership. Shirley Hayden details how key performance indicators tracked in a CRM system empower organizations to manage, coach, and forecast effectively. Weekly one-on-one meetings, structured feedback, and clear benchmarks keep teams on track and motivated. As the episode delves into scaling sales teams from small businesses to national organizations, Shirley Hayden emphasizes the engine-like importance of sales, the limits of relying solely on marketing, and the advantages of hiring fractional leaders for specialized expertise without the high cost of full-time executives. She outlines the significance of sustainable, repeatable growth: proper forecasting, data-driven strategy, ongoing training, weekly troubleshooting, and competitor awareness. Addressing common blind spots among founders, Shirley Hayden observes that founders often promote trusted associates into sales roles without proper assessment or process, leading to mismatches and inefficiencies. She warns that 80% of small to mid-sized businesses lack a documented sales process, hampering their ability to scale. The episode offers advice for struggling businesses especially those plateaued or stalled in growth. Shirley Hayden recommends starting with a sales assessment, reaching out to a fractional VP for a complimentary evaluation, and evaluating compensation structures to ensure that sales teams remain incentivized and motivated. Culture, compensation, and legacy are tackled head-on. Shirley Hayden talks about cultivating A-players not just through money, but by providing pathways for advancement and a positive workplace environment. She underlines the essential role of organizational culture in attracting and retaining top talent, encouraging leaders to revisit and live their guiding principles, and to celebrate wins to foster morale and drive continual improvement. Personal anecdotes from Wize El Jefe bring these concepts to life. He shares stories about employee recognition and the importance of celebrating achievements, highlighting how meaningful leadership practices create lasting impact in every organization. The episode closes with Shirley Hayden's contact details and a call to action for founders, leaders, and business owners: structure and systems are the keys to unlocking clarity, confidence, and scalable success. If you're ready to rethink sales and drive sustainable growth, this conversation is essential listening. Key Topics Covered: Sales leadership evolution and common pitfalls The importance of systems over personalities in sales Building and onboarding effective sales teams Continuous education, networking, and leveraging AI Sales processes, playbooks, and infrastructure Accountability, KPIs, and data-driven leadership Scaling from small teams to national organizations (including fractional leadership) Sustainable growth principles in today's climate Blind spots around hiring, promotion, and processes for founders Compensation strategies to attract and retain top talent The role of culture, principles, and celebration in strong sales organizations Real-world anecdotes illuminating leadership and team motivation This episode of Stuck In My Mind Podcast is a masterclass in sales systems, leadership, and the psychology of growth as relevant for business owners, sales professionals, and anyone looking to build lasting organizational success.

Steven Forth is a pricing strategist and AI innovator with decades of experience building value-based pricing models.  As the founder of Value IQ, he blends rigorous pricing theory with emerging AI applications—often pushing the boundaries of how pricing professionals think about data, modeling, and buyer behavior. In this episode, Mark and Steven step into another live debate aka 'intellectual challenge' about AI-generated synthetic data  with real pushback, not polite agreement. They challenge whether synthetic data is a breakthrough for pricing or just smarter-looking "fake data" that distances us from buyers. What unfolds is an unscripted stress test of the idea itself, and it ends with a surprisingly human conclusion you should definitely listen to.   What You'll Learn in This Episode: What synthetic data actually is—and how it differs from simply "making up numbers." Where synthetic data becomes dangerous, especially when assumptions about buyer behavior go untested. Why even the most advanced AI modeling cannot replace direct conversations with buyers.   "Go out and talk to buyers and understand their buying process." – Steven Forth   Topics Covered: 00:00 – Why synthetic data is suddenly a pricing topic. Steven introduces Value IQ and the idea behind AI-generated pricing intelligence. The setup: why synthetic data is gaining attention—and why Mark is skeptical from the start. 03:45 – What is synthetic data (without the buzzwords)? A plain-language definition of synthetic data and how it differs from CRM or ERP history. Why backward-looking data limits pricing strategy. 06:30 – The "fake data" objection. Mark challenges the idea head-on: Isn't this just inventing numbers? A sharp exchange on statistical misuse, p-values, and the danger of generating data that simply confirms what you want to see. 09:30 – Interpolation vs. extrapolation in pricing models. Why most pricing data isn't normally distributed. Discussion of fat tails, clustering, segmentation signals, and what synthetic data might distort—or reveal. 12:30 – The three types of synthetic data. Steven outlines three practical applications. (1) AI-generated buyer simulations. (2) Stress-testing value and pricing models. (3) Modeling competitive and economic scenarios. This is where the conversation moves from theory to use cases. 16:30 – Can AI predict buyer behavior? Mark pushes the core issue: pricing changes behavior. So how can synthetic data anticipate it? A discussion about assumptions, validation, and ground truth. 20:00 – A practical example: AI-driven Van Westendorp studies. A concrete scenario: simulate 100 real buyers, test pricing sensitivity, validate with actual survey data, and refine the model. A tangible way to experiment responsibly. 23:30 – The risk: Are we moving further from real buyers? The philosophical tension of the episode. Does synthetic data create insight—or another buffer between pricing teams and customers? 26:30 – The surprisingly human conclusion. After 25 minutes of AI debate, Steven's final advice is simple and grounded: talk to buyers and understand their buying process. 29:00 – Closing thoughts and where to connect. How to reach Steven and Mark—and a final reminder that AI is a tool, not a substitute for customer insight.   Key Takeaway: "Synthetic data is data that is generated for you by your AI." – Steven Forth "With synthetic data, you can explore scenarios that do not yet exist or parts of the market you do not yet touch." – Steven Forth   People and Resources Mentioned: Craig Zawada – Former McKinsey partner, co-creator of the pocket price waterfall; now Chief Strategy Officer at PROS  Benoit Mandelbrot – Referenced in the discussion about fat-tailed distributions and why pricing data is often not normally distributed. Pocket Price Waterfall – A pricing analytics framework originally developed at McKinsey. Van Westendorp Price Sensitivity Meter – Used as a practical example of how synthetic data could simulate buyer responses. Conjoint Analysis – Discussed as a potential future application for synthetic respondents. Bayesian Updating / Bayesian Statistics – Mentioned as a way to iteratively improve models by aligning synthetic data with real-world results. Interpolation vs. Extrapolation – Statistical concepts debated in the context of synthetic modeling. Normal vs. Fat-Tailed Distributions – Discussion on why pricing data often violates normal distribution assumptions.   Connect with Steven Forth: LinkedIn: https://www.linkedin.com/in/stevenforth/  Email: steven@valueiq.ai Subscribe to Steven's Substack: Synthetic data in pricing: https://pricinginnovation.substack.com/p/synthetic-data-in-pricing   Connect with Mark Stiving: LinkedIn: https://www.linkedin.com/in/stiving/ Email: mark@impactpricing.com  

Send a textWe tackle a reality most practice owners are feeling: digital marketing is getting more expensive, more crowded, and less predictable. As search and social costs rise, “disruptive” marketing is shifting from being optional to being a competitive advantage—especially in a world where digital saturation makes it harder for practices to stand out and be remembered.This episode makes the case for direct mail as a high-impact channel again—not as a generic flyer, but as a tactile, value-forward experience that earns attention. From creative mail concepts (including gift cards and non-traditional formats) to why “they're always listening” across platforms, the discussion highlights how modern direct mail complements digital strategy instead of competing with it. The key is value: messaging that helps the recipient, builds trust, and creates a clear reason to respond.You'll get into the operational side of what makes direct mail work today: CRM-triggered campaigns, the importance of clean data, and dialing in your Ideal Client Profile so you mail to the right people at the right time. The episode closes by tying performance back to fundamentals—cost of acquisition, credibility signals (like correct name spelling), and the role of measurable direct mail stats—grounded with a practical marketing mindset influenced by leaders.Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

In this episode, CJ talks with Paul Stansik of ParkerGale Capital about what separates Simplifiers from Complicators. They unpack why most board meetings miss the point, how to answer the actual question, and why naming the real problem builds trust.—SPONSORS:Abacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run—LINKS: Paul on LinkedIn: https://www.linkedin.com/in/paulstansik/ParkerGale Capital: https://www.parkergale.com/https://hellooperator.substack.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Fixing Broken Windows in Investing3:08 What an Operating Partner Actually Does5:35 Managing Nine Portfolio Companies6:07 Where PE Investors Spend Their Time9:02 Do Investors Think About You All Day?10:16 The Operator “Bermuda Triangle”12:35 Sponsors — Abacum | Brex | Metronome15:52 The CFO “Triangle of Doom”17:47 How to Become an Investor Favorite18:42 Templates Build Trust in Board Communication20:54 Using Trusted Data22:10 The Board Payback Record Scratch23:18 Building Your “Data Diet” With the Board25:19 Sponsors — RightRev | Rillet | Tabs28:47 Signs a Team Isn't in Command31:30 Board Meetings Aren't a Performance34:16 “20 Board Meetings—Don't Waste Them”35:15 Ask Permission to Reallocate the Agenda37:54 When to Send Board Materials40:28 Simplifiers vs. Complicators41:58 The Simplifier Finds the One Question That Matters42:16 Three Traits of a Simplifier: Answer, Find, Do43:15 Why Complicated Operators Take You on a Ride44:26 Selling vs. Substance46:23 “Get There, Bob”47:25 Why We Hedge49:36 You Can't Fix a Secret52:50 Credits

Listen close. You're currently vibrating at a frequency that has served you well, but it has reached its limit. You've optimized the system, but you haven't changed the system. You're hitting the glass like a fly in a boardroom, thinking that more effort—more "grind"—is the way through. It isn't. That's just friction. And friction is a heat loss you can no longer afford. The core of the issue isn't your activity log or your CRM hygiene. It's your internal architecture. We're talking about the difference between polishing a machine and upgrading the physics it runs on. Here is the reality of the shift from a veteran's perspective: The Permission Trap: Most high-performers are actually high-level order takers. You think you're being consultative, but your nervous system is stuck in "permission-seeking" mode. This creates a subtle static that clients feel. When you shift from asking questions to making assertions—using a "Straw Man" framework—you regulate the room. You take the cognitive load off the client and place it on the paper. That's leverage. First-Order vs. Second-Order Change: First-order change is tactical. It's doing more discovery, refining the deck, or "working harder." It's an optimization of the status quo. Second-order change is systemic. It's a quantum leap. It's changing the thinking behind the tactic. It's moving from "doing sales" to "being the solution." The Cognitive Load Tax: Your clients are drowning in data and starving for clarity. When you show up asking them to do the heavy lifting of "figuring it out," you are adding to their dysregulation. By doing 80% of the thinking for them, you create resonance. You become the "eye of the storm" in their chaotic fiscal year. Identity Fluidity: The biggest barrier to your next $100k or $1M isn't a lack of skill; it's an attachment to who you were when you were successful last year. To triple the outcome, you have to let go of the "Engineer" or the "Consultant" identity. You have to be willing to feel "uncomfortable as hell" while your system recalibrates to a higher bandwidth. The bottom line is this: You don't need more bandwidth; you need a more coherent signal. You are currently efforting against the window because it's what you know. But the exit isn't through the glass—it's through the shift in your internal state. Stop trying to "crush" the market and start regulating your approach. The "Human Physics" takeaway: Momentum doesn't come from force. It comes from the removal of resistance. When you lead with assertion and lower the client's cognitive load, the friction vanishes. That's where the leap happens. Are you ready to stop beating your wings and actually fly?   Resources & Frameworks Mentioned: Notable People: Price Pritchett, Gary Halbert, Brandon G. Handley. Brands/Organizations: Cisco, Fortune 500. Books & Frameworks: U-Squared (Price Pritchett), First-Order vs. Second-Order Change (Systems Theory), Straw Man Proposal, Cognitive Load Theory, CCNA (Cisco Certified Network Associate). Concepts: Human Physics, Somatic Intelligence, Nervous System Regulation, Bandwidth, Resonance.

291 - From Cubicles to Closings: Mike Doherty's Path to Real Estate Success   Jen Josey hosts the REIGN podcast and shares a "Badassery Bestowment" on why every listing needs a professional photographer, citing five reasons: more clicks and offers, selling a lifestyle, protecting price, standing out in a crowded market, and saving time and stress. She then interviews Mike Doherty, a Connecticut-based full-time real estate investor, realtor, entrepreneur, co-founder of Skytree Investments, and host of the Sky's the Limit Podcast. Mike describes his path from a finance job after graduating from the University of Connecticut in 2015 to real estate investing, including learning through BiggerPockets, house hacking a duplex, and scaling by using the BRRRR method after running out of capital. He discusses misconceptions new investors face, emphasizes taking action, using meetups to build confidence and connections, and explains creative financing strategies such as seller financing and subject-to deals, including an example with 10% down, 4% interest, 40-year amortization, and a 10-year balloon. Mike shares a favorite deal involving raising the full down payment, selling after one year, and completing a 1031 exchange into a seller-financed five-unit property. He explains OPM approaches, partnerships and joint ventures, friends-and-family capital, and the importance of track record and some skin in the game. Mike outlines his move from W2 work to becoming a full-time realtor by lowering living expenses through house hacking, and he shares his BADASS answers: key books (Rich Dad Poor Dad, Who Not How, Never Split the Difference), best advice (take action), his drive (generational wealth and financial freedom), a goal of reaching 200 doors before age 35 (currently at 100), systems (assistant/transaction coordinator, Follow Up Boss CRM, calendar, and morning routine), and his definition of success as enough passive income to support his lifestyle.    00:00 Welcome to REIGN: What to Expect on the Podcast 01:02 Badassery Tip: Why Pro Photos Sell Listings (5 Reasons) 03:24 Meet Mike Doherty: Investor, Realtor & Podcast Host 04:46 From Finance Cubicle to First House Hack Duplex 08:49 Early Landlord Lessons & Misconceptions to Unlearn 11:32 Take the First Step: Beating Analysis Paralysis with Action 14:17 Scaling Up: Running Out of Cash & Learning the BRRRR Method 16:59 Creative Financing Deep Dive: Seller Finance, Sub-to & Balloons 20:57 Favorite Deals & Partnering Up Using Other People's Money 21:33 Raising the Down Payment + 1031 Into Seller Financing (5-Unit Deal) 23:00 What He'd Do Differently: OPM Sooner & BRRRR After the First Duplex 24:18 Flip vs Hold: Wealth-Building Mindset, Leverage, and Today's Market Risk 25:36 OPM Playbook: Partners, Private Money Terms, JVs & Structuring Deals 27:21 Friends & Family Funding + Skin in the Game (Even Teachers Have Money) 29:16 His Business Today: Full-Time Realtor, Investor Niche, Flips/Wholesale to Buy Rentals 31:40 Sky's the Limit Podcast + The "BADASS" Rapid-Fire Segment Begins 32:39 Books & Advice: Rich Dad, Poor Dad, Who Not How, Never Split the Difference + Take Action 35:46 Drive, Goals & Systems: Generational Wealth, 200 Doors, Assistants, CRM, Morning Routine 39:46 Defining Success + Where to Find Mike (Podcast, IG, Website) 41:12 Wrap-Up & Show Outro: Subscribe, Follow, and Join REIGN  

One and Done Is Not Going To Work Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. In raising funding, the founder will need to follow up with the investor to close. After the pitch, some founders send one email to follow up. The one-and-done approach to follow up will not work. It takes multiple follow-ups and outreach to close an investor. The investor is searching for more evidence that the startup will be successful. This could be information around the growth of the market, the productivity of the technology, or the strength of the team, to name a few. Continue to give regular updates to the investor with a focus on traction and market adoption. It takes seven touches to close a sale, so it takes seven touches to close an investor. Budget time and resources for the follow-up effort. Set up systems such as a CRM to provide updates to the investors following the deal. Set up follow-up calls and meetings to showcase the results of the business. It takes time to follow up, but that's where the results come in. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _________________________________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https://tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact info@tencapital.group Please follow, share, and leave a review. Music courtesy of Bensound.

AI is reshaping distributor CRM — but only when backed by the right platform strategy. In this episode of MDM Amplify, LeadSmart Co-Founder CEO Kevin Brown breaks down smart AI adoption, data integration and how distributors can turn customer intelligence into measurable growth. We also touch on his 30 years of perspective in the industrial supply channel and share takeaways from NAW's 2026 Executive Summit.

In today's episode of iGaming Daily, SBC Media Manager Charlie Horner is joined by SBC Americas Senior Business Journalist Tom Nightingale as the duo discuss the growing debate around per wager taxes in US sports betting, from Illinois' controversial move to Michigan and Arizona's potential next steps.Tune in to today's episode to find out:What Illinois' per wager tax actually is and what lawmakers hoped it would achieve when it was introduced last summerThe real impact the tax has had on operators and bettors in Illinois, and how sportsbooks respondedWhy some Illinois lawmakers are now reconsidering and potentially looking to repeal the measureWhat Gretchen Whitmer is proposing in Michigan, and how it compares to Illinois' modelWhy states like Arizona are exploring tiered or alternative tax structures, and what this means for the wider US sports betting marketHost: Charlie HornerGuests: Tom NightingaleProducer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.To see how this approach comes to life, Optimove Connect returns to London on March 11 and 12, 2026. It is the only user conference where marketers from around the world share real-world results of Positionless Marketing driving efficiency and ROI. Register at connect.optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

Libor Suchý z Argo22 a Tomáš Wojcik popisují, jak se firma zaměřená na vývoj digitálních produktů dostala ze závislosti na několika klientech k systematicky budovanému obchodu. Sdílejí zkušenosti s rozdělením služeb do srozumitelných segmentů, zavedením CRM a pravidelných procesů, aktivním využíváním LinkedInu i lokálním zaměřením na Jihočeský kraj. Ukazují, že změna nepřichází přes jednorázové kroky ani najmutí obchodníka, ale přes dlouhodobé budování marketingu, obchodu a odpovědností uvnitř firmy. Tato epizoda je součástí podcastu, který pro vás od roku 2015 připravuje Jiří Rostecký. Videa k podcastům najdete na jeho webu: www.rostecky.cz (Sponzorováno) Veškerá doporučení, informace, data, služby, reklamy nebo jakékoliv jiné sdělení zveřejněné na našich stránkách je pouze nezávazného charakteru a nejedná se o odborné rady nebo doporučení z naší strany. Podrobnosti na odkazu https://rostecky.cz/upozorneni.

Neste episódio do Vamos de Vendas, Gustavo Pagotto conversa com David Marinho, gerente de Sucesso do Cliente no Reclame Aqui, sobre gestão de crise e reputação em vendas B2B; e como a reputação se tornou um dos ativos mais estratégicos para crescimento sustentável.Gravado durante o evento Suporte 360º by Zoho Desk, o papo explora como a transformação digital e a transparência da internet mudaram o jogo: hoje, a reputação precede o vendedor. Com 25 a 30 milhões de acessos mensais e mais de 750 mil empresas cadastradas, o Reclame Aqui deixou de ser apenas uma plataforma de reclamações para se tornar um verdadeiro mecanismo de pesquisa e validação de marcas.

The Deal You Never Knew Existed. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ In this deep dive, Jay McBain reveals the harsh reality of the “28 Moments” in a modern B2B buying journey, using a multi-million dollar SAP deal at AstraZeneca as a wake-up call for vendors. He explains how traditional marketing leads are failing in the “decade of the ecosystem,” where trusted partners like NTT and SoftwareOne are winning deals in “light blue” partnership moments months before a customer ever downloads an ebook. If you aren’t visible in the seven-layer stack or collaborating with the partners who hold the customer’s trust, you aren’t just losing the deal—you're losing the entire market. https://youtu.be/NO-P6X2dTAo?si=8e_sVesqvwaC0M-E Key Takeaways Most vendors lose major deals without ever knowing a transaction was even taking place. The average considered purchase involves 28 distinct moments of research and influence before a sale. Trusted partners often close the deal in the “middle moments” months before the money is actually spent. Traditional marketing leads (MQLs) are often too “flimsy” compared to deep partner-led relationships. Winning in the ecosystem requires being part of a “seven-layer stack” of integrated technology and services. Data-sharing platforms like Crossbeam and Workspan are now essential to seeing the “invisible” pipeline. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags: 28 Moments, Jay McBain, Ecosystem Strategy, AstraZeneca SAP Deal, Seven Layer Stack, B2B Buying Journey, Partner Ecosystem, NTT, SoftwareOne, Channel Strategy, Buyer Intent, Informa TechTarget, Collaborative Selling, Crossbeam, Partner Tap, Workspan, Marketplace Tracking, Co-selling, Tech Integration, Revenue Architecture, Pipeline Growth, Trusted Advisor, Digital Transformation, SAP Optimization, Microsoft AWS Competition. Transcript: [00:00:00] Jay McBain: So if you’re a vendor trying to get into that seven layer stack and you don’t have that relationship, or you don’t have the knowledge that NTT or software one is going in, this will have been a deal that would’ve never hit your pipeline and you’ll have no knowledge. So you will have lost this deal without knowing there was a deal. [00:00:19] Vince Menzione: We’ve been talking 28 moments, but you have a slide. I thought we’d spend some time here because, you know, every conversation with you is about 28 moments, but you finally took the time to analyze one of your deals or one of the deals that was going on with one of your clients and come up with the 28 moments. [00:00:36] Vince Menzione: I thought we’d spend a little time here because this journey slide is a wake up call. Uh, it’s, it’s, it’s all around. Why, why we need to think about all of those. Points we need to think about communities and analysts and marketplaces and proof of concepts and architecture and everything else. I thought maybe you’d take us through this a little bit. [00:00:53] Vince Menzione: ’cause this was for a client, AstraZeneca, by the way. This was, uh, if you don’t know this, ICI Americas was the precursor of mm-hmm. AstraZeneca. It was the first SAP customer in North America. [00:01:03] Jay McBain: Nice. I did [00:01:04] Vince Menzione: not know that. That’s why Microsoft and SAP both headquartered. In that area, near nearby, that client. [00:01:10] Vince Menzione: That’s, uh, news, new news. [00:01:11] Jay McBain: And by the way, this is an SAP deal we’re looking at. Yeah. Uh, so two things here. One is that, um, while I was declaring the decade of the ecosystem, you know, spending time with you and Boca, in between that time we got acquired. Canals, which was Latin for channel, got acquired by oia, part of Informa TechTarget, part of this bigger informa company, which is a Fortune 100 company outta the uk. [00:01:32] Jay McBain: Fantastic. You know, we’re part of this massive organization that is really around buyer intent. How, you know, a tech target and, uh, running hundreds of magazines like Information Week and Computer Week that customers and partners read running hundreds of events, the biggest events on the planet. [00:01:49] Vince Menzione: Crazy [00:01:49] Jay McBain: in B2B, like Black Hat and all these things are run by [00:01:52] Vince Menzione: Yeah, [00:01:53] Jay McBain: informa. [00:01:53] Jay McBain: So it’s got this massive mountain of data. About the 28 moments. So when you start to think if you’re a CMO and you start to think about the early moments, you, you think about somebody reading an ebook or, um, going to a, a webinar or going onto a LinkedIn live just like this one. Yeah, going to a major event and getting a pair of socks from you. [00:02:13] Jay McBain: Um, but anything early in the journey. These are the m qls. These are the things that I need enough of them to be credible before I hand them over to my sales team. ’cause I don’t wanna be laughed out of the room. Hey, they read an ebook. They must, AstraZeneca must be buying millions of dollars of stuff. [00:02:27] Vince Menzione: Traditional marketing lead. [00:02:29] Jay McBain: Traditional marketing lead. So they’re a bit nervous about sharing that. And then later on, the sales motions, the demos and all the progression of the sales. This was the two decades before us, the decade of sales, decade of marketing. But the 28 moments, just to take a step back, if you haven’t heard, it is just a considered purchase. [00:02:46] Jay McBain: It’s about psychology, human psychology. When you go and buy a car, second most expensive thing that you will purchase you on average will go through 28 moments getting ready for that purchase. Some people go through two moments and they just drive to the Cadillac dealership to see Larry, who’s been selling Cadillacs to the family for 80 years. [00:03:04] Jay McBain: Yep. Some people spend 58 moments. That’s probably me. [00:03:07] Vince Menzione: That’s you, a, [00:03:08] Jay McBain: you know, going through all the depreciation, watching every YouTube video, you know, going to the end of the earth. But the average is 28. So you start to think about this, this is the same buying a car considered purchase, that you would buy a million dollars in software. [00:03:21] Jay McBain: From Microsoft or SAP. So when you look at these moments, you start to think, you know, how is you before you buy that car, downloading the invoice price, downloading this month’s backend rebates. Should I buy it in January? Should I buy it in February? All these decisions you make before you get to that dealership, you’re smarter than the salesperson, smarter than the sales manager. [00:03:39] Jay McBain: You know what 5,000 people bought the car for within 50 miles of you? I mean, you’re just so smart. You actually don’t need the dealership anymore. Just Carvana to me, hand me the keys. Exactly. But now in buying technology, hardware, software services, customers are getting this smart. And here’s all the moments they take to get this smart. [00:03:57] Jay McBain: But the thing we always had in mind in this decade of the ecosystem was the 96% there are trusted people. Yeah. Spending decades building that trust that come in in critical moments. They’re not marketing moments, they’re not sales moments. They are fully partnership moments. Yeah. And they’re on this slide in light blue. [00:04:15] Jay McBain: So if you were to look at this deal and, and somebody in marketing is finding these eBooks and webinars and they think there might be something, AWS got a direct hit on their website. So there’s something brewing at AstraZeneca. It, it might be in, it’s a big pharmaceutical company, so you’re probably spending millions of dollars if something’s brewing. [00:04:31] Jay McBain: Yep. But guess what? At the same time, in December on this six month journey. Partners come in with five different paid projects, consulting, advisory design projects, and in this case it was NTT software one, Yash and uh, ISV was there. Yep. But NTT won three different. Deals right at that critical stage. It wasn’t Accenture, it wasn’t Deloitte, NTT at this particular department of AstraZeneca had spent the decades building those relationships. [00:04:58] Jay McBain: So they were the one, and they won critical part of this. And so that’s when the deal is won. And it’s not at April when the money’s being spent. Yeah, it’s, it’s not in March when a couple more ISVs joined the mix, that seven layer stack that solves this particular problem, it was right there. So if you’re a vendor trying to get into that seven layer stack and you don’t have that relationship, or you don’t have the knowledge that NTT or software one is going in, this will have been a deal that would’ve never hit your pipeline and you’ll have no knowledge. [00:05:30] Jay McBain: So you will have lost this deal without knowing there was a deal, which makes up again, the majority of your tam. [00:05:34] Vince Menzione: Yeah. [00:05:35] Jay McBain: But what if I did have this agentic ability to see this deal coming, and I’m a cybersecurity company, I’m just competing for layer five of the deal, but I know that it’s all happening in December. [00:05:46] Jay McBain: So the two things that jump out on this particular slide is one, they don’t just show up in December. [00:05:51] Vince Menzione: Yeah, [00:05:51] Jay McBain: this went closed one in their Salesforce CRM in August, September, well, before the customer ever read an ebook. So now you’re not dealing with a flimsy MQL. You’re dealing with a couple of great, you know, top partner 1000 sized firms. [00:06:09] Jay McBain: One of them is a partner, 30 firm. [00:06:11] Vince Menzione: Exactly. [00:06:12] Jay McBain: That is absolutely going into and earning hundreds of thousands of dollars in services to guide the customer to a millions of dollars in purchase. And, and you can imagine in that boardroom. With A CMO saying, Hey, I got this stuff here. And the head of channels or partnerships saying, no, no, this is real. [00:06:32] Jay McBain: Here’s the names, faces, and places. Yeah. And here’s how it’s happening. And this is exactly, this is the Gantt chart, this is the show up, this is the project, this is the outcome. This is exactly how it’s playing out. Now if I could go back and the board and the C-suite should be asking us, well, how many more deals like this can you see? [00:06:50] Vince Menzione: Yeah. [00:06:51] Jay McBain: If our TAM is, you know, how many billions of dollars? Could you double our pipeline by seeing more of these middle moments? And if we got a couple of months to spend with these partners before they get in front of the customer, could they build more of our portfolio into the deal so we’re not just layer five, maybe we’re layer three and layer five. [00:07:10] Vince Menzione: This slide screams at me. Integr Tech integration Cha. A partner channel integration of tech, uh, whether it’s Crossbeam, whether it’s Partner Tap, whether it’s work span, or any of these other technologies, tackle any of these technologies that are tracking marketplace, that are tracking partner to partner, co-selling. [00:07:30] Vince Menzione: Getting the integration points. The only way to really understand the situation here, because this is a multinational company. Yeah. It’s being touched at all PO points around the globe. And to understand who’s calling who, who’s influencing who, and getting a real view, you know, a uber view of what that looks like is super important. [00:07:47] Jay McBain: It is. And you know, if I’m trying to sell like a cross beam or partner tab or work span or something into my executive team, I’m just showing them this slide. [00:07:54] Vince Menzione: Exactly. [00:07:54] Jay McBain: Would you like to know about this deal? Like you see, October is the start of the timeline here. Would you like to know about this deal in August, September? [00:08:00] Vince Menzione: Yep. [00:08:01] Jay McBain: Would you like to know about it automatically? Again, we’re not waiting for somebody, a human in a cubicle to go fill out a form. We’re not waiting for them to call somebody at our in, in a cubicle at our company. Yeah. We’re literally age genically sharing platforms, and so when this triggers that AstraZeneca and now triggers in our CRM system as well, our team on AstraZeneca gets notified and it gets notified in September before the 28 moments even starts. [00:08:27] Jay McBain: This, the power of this, of doubling, tripling your pipeline and then winning a bigger yield, a bigger percentage of that pipeline. This is the holy grail of our industry, and no one’s gonna get to a hundred percent. You’re not gonna have a hundred percent of your tam covered by your pipeline. No one’s gonna win a hundred percent of that. [00:08:43] Jay McBain: But again, we only have to be 10 or 20% better than our competitors and we need to start moving on this now. [00:08:50] Vince Menzione: So your imperative for the partners here, well everyone watching here today, I mean, this screams to me build your ecosystem strategy in such a strong and succinct way. What else would you say to them? [00:09:00] Jay McBain: I mean, the second thing that jumps out, you see two AWS direct touches here. This is something that this would be inbound. This AWS would see this deal in their pipeline. [00:09:09] Vince Menzione: Yeah. [00:09:10] Jay McBain: Because the customer came to them. AWS lost this deal. Crazy. So Microsoft won this deal. I, I mentioned Microsoft outgrowing AWS Yeah. [00:09:19] Jay McBain: ’cause in this particular case, NTT and Software One and Yash came in with Microsoft. Yeah. To solve an SAP optimization, Microsoft, and, you know, seven layer deal. So whether you’re in AWS, whether you’re in Microsoft, whether you’re anywhere else in this industry, you’re thinking like, you’re not gonna probably overtake what happens in December. [00:09:39] Jay McBain: These are the most trusted, smartest people in the room. And whatever happens in those projects is the seven layer stack the customer’s gonna buy in March, April. So I, I start to think about this and go, I need to win. ’cause NTT has a wonderful relationship with AWS. [00:09:55] Vince Menzione: They do, [00:09:56] Jay McBain: I mean, partner of the year level. [00:09:57] Jay McBain: I mean, they’ve got 10,000 people certified. I mean, there’s just a, you know, there’s no one at AWS that, um, you know, would take a, a loss here because it’s a wonderful relationship. And Software One, they [00:10:09] Vince Menzione: go back to Microsoft actually 30, 40 years though they do. They were Dimension data before that. Yeah. [00:10:14] Vince Menzione: And they have the long hit Legacy And Software One. Software one as well. You, [00:10:19] Jay McBain: you know, well Software one is Microsoft’s biggest reseller, uh, in Europe. And now with Crayon, you know, one of the biggest in the world. So I would be nervous if I was looking at this and saw Software one coming in with NTT and watching these things take place if I were able to see this back in September, October and work with these companies. [00:10:38] Jay McBain: That’s where kind of Microsoft came into the picture. And this never hit Microsoft’s pipeline. No Microsoft salesperson ever worked on it, but millions of dollars came to Microsoft. Yeah. Uh, out of this deal. So there are examples of where Microsoft gets touched and AWS wins the deal. So this isn’t meant to say that it happens in every case, but it’s meant to say data rules the future, and agent ai, the ability to plumb in these boxes. [00:11:00] Jay McBain: Working with Informa tech, target people that can plumb in the boxes for you with third party data, helping you with the light blue boxes. We gotta be obsessed over these light blue boxes. [00:11:11] Vince Menzione: It’s incredible. The Ultimate Partner Winter Retreat is gonna be here in the Boca Studio. This is the third year that we’re gonna be here in Boca. [00:11:21] Vince Menzione: This is always a favorite of our community members, our executive members, our sponsors and speakers. We’ll all be here in the studio, which is a really intimate setting. We can see upwards of 40, 50 people. Uh, we’ll be hosting an incredible dinner at the Boca Resort overlooking the golf course. That’s an incredible property and, uh, we’d love to have you join us. [00:11:45] Vince Menzione: Thank you for being part of the ultimate Partner community, and I hope to see you this year at one of our events. Thank you.

Future-Proofing B2B Marketing: AI, Omnichannel Strategies, and Decades of Wisdom with Melih OztalayIn this episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sits down with Melih Oztalay, the CEO of SmartFinds Marketing, to explore the seismic shifts currently reshaping the B2B landscape. With a marketing career spanning back to 1987, Melih offers a rare perspective on how to bridge the gap between traditional advertising principles and the hyper-accelerated world of AI-driven engagement. This conversation serves as a strategic roadmap for leaders looking to move beyond single-channel tactics and embrace a holistic, 360-degree approach that leverages cutting-edge technology to drive measurable business growth and long-term client loyalty.Navigating the Convergence of AI and Human-Centric MarketingThe transition from being a traditional agency to an AI-powered marketing powerhouse requires a fundamental shift in how business leaders view their digital presence. Melih explains that the current era of B2B marketing is defined by the rise of "AI Agents"—sophisticated chatbots that act as 24/7 sales representatives, capable of nurturing leads through complex buying cycles before a human ever enters the conversation. By integrating these tools, companies can transform their websites from static brochures into dynamic engagement hubs that qualify prospects based on real-time behavior. This shift doesn't just improve efficiency; it meets the modern buyer's expectation for immediate, accurate information, which can increase conversion rates from a standard 10% to upwards of 30%.To truly thrive, however, these technological tools must be housed within a robust omnichannel strategy that ensures a brand is visible wherever a prospect chooses to engage. Melih emphasizes that "cherry-picking" channels or focusing solely on lead generation without sales alignment is a recipe for stagnation. A successful strategy integrates PR, social media, email, and intent-based platforms into a unified message that builds trust over time. When marketing and sales teams are perfectly aligned, the data gathered from digital touchpoints informs every step of the outreach, ensuring that no lead is wasted and every interaction is personalized to the buyer's specific stage in their journey.Building these systems requires a commitment to long-term investment rather than short-term "quick fixes," a lesson Melih has distilled over nearly four decades in the industry. For SMBs and large enterprises alike, the goal is to create a marketing ecosystem that is both resilient and adaptable. This means automating mundane, repetitive tasks through AI to free up human talent for high-value strategic work. By auditing current channels and focusing on technical integrations that connect CRM data to front-end engagement, organizations can build a sustainable competitive advantage that outlasts the latest marketing fads.About Melih OztalayMelih Oztalay is the CEO and founder of SmartFinds Marketing, a Detroit-based agency with a legacy of innovation dating back to 1987. A pioneer in the digital space, Melih has spent his career helping B2B organizations navigate the evolution of the internet, specialized in omnichannel strategies and the practical implementation of AI in marketing.About SmartFinds MarketingSmartFinds Marketing is a full-service B2B omnichannel agency that specializes in delivering 360-degree marketing solutions. The agency focuses on integrating AI technology, lead optimization, and strategic content to help both Fortune 500 companies and growing SMBs maximize their digital reach and ROI.Links Mentioned in This Episode

From Stanford and the RAND Corporation to leading revenue teams in the commercial world, Brent Keltner, PhD, has spent his career decoding how complex B2B deals are actually closed. As founder and president of Winalytics, Brent helps mid-market and enterprise teams move beyond product pitching to true account-based growth. He's the author of “The Revenue Acceleration Playbook” and the forthcoming “Journey First Marketing,” a book that challenges one of B2B's biggest bad habits: obsessing over individual personas when companies actually buy in committees. In this episode, Brent reveals why traditional contact-focused marketing leaves so much revenue on the table and how to flip your entire go-to-market motion around a simple idea: accounts buy, personas don't. You'll hear how to design websites that speak to every member of the buying committee, why customer stories should be your #1 content asset (not #5), and how to connect product value, business value, and corporate value so that users, budget owners, and risk-averse stakeholders all see themselves in your message. https://youtu.be/2dCBKj9vf88 Brent also breaks down a practical roadmap for teams stuck in contact scoring and lead chaos. He explains how to use tools like ChatGPT on top of your CRM to spot real buying committees (not just random clickers or competitors snooping), how to build three aligned content streams for your core buyer types, and how to reuse a single customer story across your entire funnel, website, social, sales decks, and beyond. Whether you're a CMO, CRO, founder, or product marketer, you'll come away with a clearer picture of what true account-based enablement looks like in the real world and how a few smart changes can unlock faster, more predictable growth. Quotes: "Accounts buy. Personas don't, and every part of your marketing should reflect that reality.” “If your customers aren't saying it consistently, it isn't true, no matter how often your CEO repeats it.” “Customer stories are the only asset that turn ‘me selling to you' into ‘we solving a problem together.'” Resources: Winalytics LLC Brent Keltner on LinkedIn The Revenue Acceleration Playbook: Creating an Authentic Buyer Journey Across Sales, Marketing, and Customer Success on Amazon

In the spiciest Hot Take yet, Jennifer and Robin call out a problem they didn't realize was this widespread: successful travel advisors running entire businesses from memory, inboxes, and spreadsheets. And they don't mince words. A CRM isn't “nice to have.” It's the difference between overwhelm and control, chaos and consistency, boutique service and a truly repeatable luxury client experience. If your processes live in your head, this episode will feel uncomfortably familiar. And if you've been putting off setting up a CRM because it feels like “too much work,” this conversation will convince you it's the work that changes everything.Unsure which CRM is right for you? Join Niche for real advisor feedback and the insights you need to choose the one that fits your brain and your business. → https://www.tiquehq.com/niche/?utm_source=Tique_Talks&utm_medium=Show_Notes&utm_campaign=Ep191&utm_content=NicheFOLLOW ALONG ON INSTAGRAM @TiqueHQ

Wedding season is coming. What if you didn't have to face it alone this year?In this Six Figure Friday episode, I'm sharing the most exciting update happening inside the SBS membership: our brand-new cohort system designed to support you exactly where you are in your bridal business journey.MEMBERSHIP OPENS: Second week of MarchWhat Are the Three New Cohorts?COHORT 1 – Building Your FoundationPerfect if you're getting clients in the door, figuring out pricing, setting up contracts, choosing a CRM, and creating sustainability in your business.COHORT 2 – Growing & StreamliningFor established seamstresses ready to grow your team, increase profitability, manage your time better, and streamline your existing systems.COHORT 3 – Scaling Your BusinessFor those managing full teams and exploring additional revenue streams, retail portions, wedding gown sales, or opening a second location.What You Get as an SBS Member: 3 monthly calls for ALL members:Training call (1st Tuesday)Sew-along call (2nd Tuesday)Girls Night In - casual, unrecorded (3rd Tuesday)Bonus cohort-specific trainings tailored to your business stageCommunity with women in the same stage as youWhy This Matters:You get to see what's possible from women ahead of you, while getting the specific support you need right now. No more feeling like some trainings don't apply to you or wishing you had more targeted help.Next Steps:

What if the only thing standing between you and your next level isn't strategy, but your fear of being misunderstood? In this episode, I share the lesson from my monthly Audacity Call about what it actually takes to go big. I talk about why your addiction to approval is killing your dreams, how to emotionally survive judgment, and ways to build a “safety net” before you take a big public risk. Tune in to learn how to expand your embarrassment tolerance, increase your risk capacity, and start practicing audacity in ways that compound into massive results. Check out our Sponsors: Northwest Registered Agent - Don't wait, 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 Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS Why your addiction to approval is more dangerous than rejection. The safety net strategy that helps you recover faster when things go wrong. Why money grows at the speed of your nervous system. Audacity is a skillset, not a personality type. Being misunderstood is a prerequisite for doing anything meaningful. How to increase your “embarrassment tolerance” in life. RESOURCES Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci

You're not trying to control people. You're trying to help. But what if your “help” is quietly draining your team's confidence, creativity, and trust? In this episode, I sit down with Professor Julia Milner of EDHEC Business School to talk about the psychology of micromanagement, especially the kind that comes from anxiety, care, and good intentions. We dive into the difference between constructive feedback and control disguised as questions, the “advice trap” that keeps leaders stuck, and why micromanaging often feels safer in the moment but costs you long-term trust, dialogue, and time. Tune in to learn how to replace fixing with serving, advice with curiosity, and control with empowerment. Check out our sponsors: 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/achieverfree Shopify - Sign up for a $1 per month trial, just go to http://shopify.com/anxiousachiever Talkiatry - Head to http://talkiaitry.com/achiever and complete the short assessment to get matched with an in network psychiatrist in just a few minutes. Working Genius - Take the working genius assessment today and get 20% off with code ACHIEVER at working http://genius.com Brevo - Meet brevo, the all in one marketing and CRM platform built to help you connect with customers, boost engagement and grow your business smarter. Go to brevo.com/achiever and use code ACHIEVER50 for 50% off.  In this Episode, You Will Learn 00:00 Why micromanagers often act from anxiety. 04:15 How to spot motivational micromanagement. 06:30 Why do you hate being micromanaged? 12:00 How micromanagement increases anxiety on both sides. 14:15 The subtle way “questions” can shut down dialogue. 18:00 How to give upward feedback without triggering defensiveness. 20:45 What it means to adopt a coaching mindset. 22:00 Phrases you can use to reset a micromanaging dynamic. 28:45 What's the difference between feedback and feed forward? 30:30 How do you treat yourself with grace? 33:00 What the best empowering leaders all have in common. Resources + Links Get a copy of my book - The Anxious Achiever Watch the podcast on YouTube  Find more resources on our website morraam.com Follow Follow me: on LinkedIn @morraaronsmele + Instagram @morraam Follow Prof. Julia on LinkedIn @drjuliamilner

In this "behind-the-scenes" episode, Andy opens up his laptop to reveal the full tech stack running his consulting and media business in 2026. After conducting a massive software audit at the end of 2025, Andy realized he was paying for tools he didn't need—and using some tools for the wrong jobs. He details his major decision to migrate his CRM from Notion back to HubSpot, explains why "all-in-one" isn't always the answer, and lists the essential apps that keep his business profitable and efficient.I hope you enjoy it! As always you can learn more and connect with me on my website (andystorch.com) or LinkedIn. And you can find my books - Own Your Career Own Your Life and Own Your Brand, Own Your Career - on Amazon.

No episódio do Hipsters.Talks, PAULO SILVEIRA, CVO do Grupo Alura, conversa com KUNTUALA ZELI, diretora de vendas na Oracle, sobre como funciona toda a jornada de vendas em empresas de software, cloud e SaaS. Vamos explorar o papel do pré-vendas/arquitetos, que fazem a ponte entre as demandas do cliente e a tecnologia, e dos engenheiros, que mergulham na profundidade técnica e conduzem as POCs. Uma conversa que mostra como vendas em tecnologia deixaram de ser apenas comerciais e passaram a exigir profundo entendimento técnico, visão de negócio e colaboração entre times. além de revelar como carreiras híbridas entre tech e vendas estão se tornando cada vez mais comuns.

The internet has never been louder with more content, more AI, and more highlight reels, yet people have never felt more disconnected. In this episode, I sit down with Becca Luna to talk about why depth is becoming the new currency and why your story, your truth, and your transformation are the leverage in business today. Becca shares the mindset that helped her build a freedom-based web design business that now supports thousands of women worldwide. We also dive into the exact content formula that converts strangers into buyers, how to share your story without burning bridges, and why you can't scale if you're stuck. Tune in to build a business rooted in depth, truth, and freedom. Check out our Sponsors: Northwest Registered Agent - Don't wait, 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 Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS 00:00 What makes a freedom lifestyle so important to you? 04:15 The question to ask yourself every morning to design your life intentionally. 06:30 Growing up on a hippie commune and rejecting societal rules. 11:30 Why shame is the killer of dreams. 15:45 The filter Becca uses to decide what to share publicly. 18:15 How to build resilience to negative comments. 22:30 What kept you moving when you didn't know what you wanted? 31:00 Why clarity about who you want to be matters more than what you do. 36:30 Why flashy content isn't landing the same anymore. 40:00 The transformation storytelling formula that consistently converts. 43:15 How do you bring everything back to one core desire? 45:45 Why long-form content might be the future of personal brands. 47:00 The daily student wins that fuel Becca's mission. 51:45 The “30-day rule” for staying out of the wrong seat. 55:00 Advice to anyone who feels like life should feel better than this. RESOURCES Learn more about Becca's programs HERE! Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Becca: @iambeccaluna

You can develop a working Mac app in minutes.

There are parts of being human that were designed to keep you alive, but they're not designed to help you scale a business. In this episode, Chris and I talk about the 4 human conditions that sabotage even the most ambitious founders and how to reframe each one so it works for you instead of against you. We break down why chasing happiness will frustrate you, why readiness is a myth, how control quietly creates your ceiling, and why comparison distorts reality. These patterns feel normal. They feel justified. But if you don't consciously challenge them, they will cap your growth. Get ready to grow into someone stronger than your programming. Check out our Sponsors: Northwest Registered Agent - Don't wait, 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 Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS Why entrepreneurship doesn't feel “happy” most days. The reframe from “I'll be happy when…” to “I'm happy because…” What to do when you never feel ready. How the illusion of control creates your income ceiling. How to stop over-romanticizing everyone else's life. RESOURCES Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci