Podcasts about CRM

This episode is a year-end exhale.Becky + Jon are joined by the incredible Lindsey Fuller for a cozy, heartfelt conversation as we gently close out 2025 and look toward a more grounded, intentional 2026. Together, we pause to reflect, breathe, and reconnect with what really matters.Lindsey brings honest wisdom on navigating burnout, the constant noise of the world, and why hope and genuine community aren't optional—they're essential. You'll hear what self-care actually looks like (hint: it goes way beyond bubble baths), plus a refreshing take on the messy-but-beautiful work of healing together.Expect laughter, real talk, a few surprise shout-outs, and plenty of encouragement to step into the new year with clarity, intention, and peace. If you're craving a reset—or just a reminder you're not alone—this one's for you

Send us a textIn this insightful episode of The Wealth Vibe Show, host Vinki Loomba sits down with George C. Knowlton III, a seasoned entrepreneur, real estate inspector, advisor, and general contractor. With over 40 years of hands-on experience in various industries, George shares how structured CRM systems and AI-driven processes have transformed his business operations, enabling sustainable success and scalability.Key Insights:From Construction to CRM Innovation: How George's transition from general contractor to tech entrepreneur led to the creation of the Now It's Done business operating system, designed to help small to medium-sized businesses scale and optimize operations.The Power of CRM Systems: How CRM systems, when properly utilized, can help businesses stay organized, nurture customer relationships, and automate workflows for maximum efficiency—without overwhelming business owners.Leveraging AI for Growth: George discusses how AI-powered virtual assistants, integrated within CRM platforms, help streamline tasks like customer outreach and communication, freeing up time for high-impact activities.Overcoming the DIY Trap: Learn why George advocates against the "do-it-yourself" approach when it comes to implementing CRMs. He shares valuable advice on the importance of partnering with experts to avoid costly mistakes and ensure long-term success.Episode Timestamps:00:00 - 04:40: George's journey from construction to CRM and business systems04:40 - 09:50: Building the Now It's Done business operating system and its impact09:50 - 14:00: How CRM systems can help businesses scale 14:00 - 18:30: The role of AI and virtual assistants18:30 - 22:00: The importance of ethical design 22:00 - 26:00: Common mistakes entrepreneurs make with CRMs 26:00 - 30:20: Tips on choosing the right CRM system 30:20 - 35:10: Leveraging CRM and structured processes35:10 - 40:30: How technology is evolving CRMs 

Episode Title: My Spirit Finds Peace in RainDescription:In this episode, we invite you to experience the soothing embrace of rain and how it can bring peace to your spirit. Discover the calming effects of gentle raindrops and the natural rhythm that encourages relaxation and mindfulness. We'll share simple ways to incorporate the sound of rain into your daily life to help quiet your mind and restore balance.Take a moment for yourself today—let the peaceful sound of rain wash away stress and bring you a sense of calm. Join us as we continue exploring sounds and moments that nurture tranquility.DISCLAIMER

¡Bienvenido al episodio #545 de “Con Licencia Para Vender”! En esta ocasión, Jorge Zamora responde una consulta crucial para cualquier profesional de ventas: ¿cuál es el objetivo principal de un CRM? Si lideras equipos comerciales, eres emprendedor o buscas mejorar la relación con tus clientes, este episodio te dará una visión clara y práctica sobre el verdadero propósito de esta herramienta esencial. Jorge Zamora explica de forma sencilla y directa que el objetivo fundamental del CRM es ayudarte a hacer más y mejores negocios, gestionando la relación con tus clientes de manera eficiente. A través de ejemplos concretos, comparte los tres principios clave para aprovechar al máximo cualquier CRM: entregar primero valor a los clientes, realizar más “depósitos” que “retiros” en la relación, y siempre responder a la pregunta que sus clientes tienen en mente: “¿Qué hay aquí para mí?”. Además, destaca la importancia de segmentar y personalizar la comunicación, asegurando que cada contacto sea relevante y útil para tus clientes potenciales. En este episodio aprenderás cómo construir relaciones comerciales sólidas, por qué dar antes de pedir es la clave para generar confianza y negocios, y el error de usar un CRM solo para registrar oportunidades si no te interesa realmente conectar con tu audiencia. Jorge Zamora también ofrece recursos gratuitos como talleres prácticos y asesoría personalizada para que puedas exprimir al máximo tu CRM, sin importar la herramienta que uses.

In this episode of The Money Mondays Podcast, Dan Fleyshman sits down in Las Vegas with Bradley Sugars, founder of ActionCOACH, one of the world's largest business coaching organizations operating in 85+ countries and responsible for billions in client revenue.Brad shares decades of hard-earned wisdom on what truly separates struggling operators from successful business owners. From why most entrepreneurs stay stuck doing $20/hour tasks to how real wealth is built through systems, coaching, and accountability, this conversation pulls back the curtain on money, mindset, and scale.They dive deep into:Why business coaching delivers a 6–7x ROI and how to know if you're actually coachableThe difference between being a great operator vs. a true ownerWhy “how” kills most goals — and what to focus on insteadHow to think about investing once you've made money (businesses, real estate, and rules)Why talking about money openly is essential — especially with friends and familyThe real purpose of wealth, legacy, and giving backBrad also breaks down his philosophy on goal-setting, investing only where you're an expert, and why most people would rather look rich than be rich. This is a masterclass in business thinking, long-term wealth, and building a life that actually feels successful.If you want to make more money, invest smarter, and understand wealth at a deeper level, this episode is required listening.Like this episode? Watch more like it

Today I'm joined by Nathan Shaver, Managing Partner, Shaver Auto Group. We dig into why fixed operations have become the most reliable growth engine for dealerships, what it actually took to triple service gross in 18 months, and where dealers are still leaving money on the table. This episode is brought to you by: 1. Lotlinx - What if ChatGPT actually spoke dealer? Meet LotGPT — the first AI chatbot built just for car dealers. Fluent in your market, your dealership, and your inventory, LotGPT delivers instant insights to help you merchandise smarter, move inventory faster, and maximize profit. It pulls from your live inventory, CRM, and Google Analytics to give VIN-specific recommendations, helping dealers price vehicles accurately, spot wasted spend, and uncover the hottest opportunities — all in seconds. LotGPT is free for dealers, but invite-only. Join the waitlist now @ http://Lotlinx.com/LotGPT 2. Ikon Technologies - Ikon Technologies delivers a connected vehicle program for dealers that maximizes Customer Lifetime Value by driving sales efficiency and securing non-cancellable PVR on your front end while delivering an average of 50 additional customer-pay ROs every single month for your service bays. At NADA 2026 in Las Vegas, visit Stand 1763 West to see the benefits for yourself and take your chance to roll the dice to win a Rolls-Royce (terms and conditions apply; no purchase necessary). Plus, as an exclusive offer for listeners, mention “Car Dealership Guy” when you sign up at NADA to have your entire initial installation fee waived—book your demo today @ http://ikontechnologies.com/CDG 3. Nomad Content Studio - Most dealers still fumble social—posting dry inventory pics or handing it off without a plan. Meanwhile, the store down the street is racking up millions of views and selling / buying cars using video. That's where Nomad Content Studio comes in. We train your own videographer, direct what to shoot, and handle strategy, to posting, to feedback. Want in with the team behind George Saliba, EV Auto, and top auto groups? Book a call @ http://www.trynomad.co⁠ Check out Car Dealership Guy's stuff: For dealers: CDG Circles ➤ ⁠https://cdgcircles.com/⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dealership recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgrecruiting.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Fix your dealership's social media ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.trynomad.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For industry vendors: Advertise with Car Dealership Guy ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics: 02:39 How did family business shape Nathan? 07:18 Biggest challenge and success in fixed ops? 11:26 Best strategy for customer retention? 25:56 Biggest challenge in used car market? 36:42 Final piece of advice? Car Dealership Guy Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Episode Summary Reuben Swartz is the founder of Mimiran, the fun, “anti-CRM” for independent consultants, born of his experience as a sales and marketing consultant for the Fortune 500 who struggled with his own business development efforts. He's also the host and chief nerd on the Sales for Nerds podcast. Who's your ideal client and what's the biggest challenge they face? What are the common mistakes people make when trying to solve that problem? What is one valuable free action that our audience can implement that will help with that issue? What is one valuable free resource that you can direct people to that will help with that issue? What's the one question I should have asked you that would be of great value to our audience? When was the last time you experienced Goosebumps with your family and why? Fill in the Blank Consulting Hero Proposal Template Mimiran Free Trial Get in touch with Reuben: Website, LinkedIn, Podcast, YouTube Stakeholder Confidence Focus Turn board skepticism into enthusiastic alignment with the KAIROS assessment system. Book your 30-minute KAIROS Strategic Assessment (€147) and receive frameworks that build unwavering stakeholder trust in your strategic timing. Only 5 spots are available this week. http://strategy.uwedockhorn.com/

Summary  On this episode of the Prosperity Podcast, the hosts explore transformative personal growth with insights from thought leader Sahil Bloom. Dive into annual reflection questions that challenge your beliefs and habits. Discover what changes Kim's mind, her source of energy, and the impact of overcoming fears. This candid, unrehearsed conversation is perfect for listeners who want a deep, relatable look at personal and professional growth dynamics. Tune in for an engaging discussion filled with actionable insights!. Episode Highlights 00:12 - Introduction to Personal Annual Review. 00:36] -  Unrehearsed and Real Podcast Content. 01:15 - Question 2: Sources of Energy. 03:37 - Book Launch: Busting the Scarcity Mindset. 04:31 - The Power of Teams. 05:35 -  Question 3: Energy Drainers. 06:19 - System Overhaul Challenges. 08:38 -  Question 4: Identifying Boat Anchors. 10:16 - Overcoming Self-Limiting Beliefs. 11:23 - Question 5: Fear-Based Inaction. 12:43 - AI Project Fears. 13:34 - Question 6: Hits and Misses. 14:34 - Personal Thanksgiving Success. 15:41 -  Learning from Past Decisions. 16:36 - Question 7: Learnings of 2023. 18:30 - Focus and Opportunity Recognition. 20:58- Externalizing the Inner World. 23:29 - Closing Remarks and Resources.   Episode Resources For resources and additional information of this episode go to https://prosperitythinkers.com/podcasts/ http://prosperityparents.com/  https://storage.googleapis.com/msgsndr/yBEuMuj6fSwGh7YB8K87/media/68e557c906b06d836d9effad.pdf  https://www.youtube.com/@KimDHButler Keywords Prosperity Podcast   personal annual review   Sahil Bloom   thought leader   words of wisdom   unrehearsed podcast   impactful questions   busting the scarcity mindset   book launch   Amber Vilhauer   Joyful Communications   team dynamics   energy creation   Colby assessment   quick start   system overhaul   CRM transition   energy drainers   self-limiting beliefs   growth mode   audience impact   fear of AI   investment risk   greatest hits   worst misses   family gatherings   learning mindset   compartmentalization   numerical proof   focus and opportunities   depth vs. breadth   goal alignment   mindset strengthening   financial clarity   legacy planning   hello@prosperitythinkers.com  

This is common sense but no hard money lenders are doing this (Convert Leads into Loans) In this episode of the Private Lenders Podcast, Jason breaks down the proven strategies hard money and private lenders must use to convert more leads into funded loans in today's competitive lending market. Generating leads costs time and money — but losing deals to institutional lenders or competitors because of poor follow-up, weak systems, or bad communication is completely avoidable. In this training-style episode, you'll learn the exact loan conversion framework used every day inside a successful hard money lending business.

We reveal the real cost of running a home service business in 2025. In this full debrief, we open our books to show why plumbing business growth exploded while HVAC stalled, and exactly how we navigated the hardest summer in years.If you run a contractor business, you know 2025 was volatile. HVAC shipments cratered 49% YoY, forcing operators to face a brutal reality. In this episode, we break down the massive gap between our plumbing wins and HVAC headwinds, why "Always Be Recruiting" became our #1 survival rule, and how total financial transparency saved our bottom line.In this episode, we cover:The Industry Reality: Why mild weather and refrigerant transitions crushed HVAC demand.The Recruiting Crisis: Why we lost key techs mid-summer and how we fixed our hiring pipeline.P&L Transparency: The actual impact of overhead, margins, and "fixed" costs on a trades business.2026 Strategy: Our plan for a "Lean & Lethal" operation and new acquisitions.

What happens when a luxury flip goes over budget, over timeline, and still makes six figures? In this episode of the Get Creative Podcast, host Jordan Whittenburg sits down with real estate investor Adam Colburn to break down a real-world creative finance luxury flip in Chapel Hill, North Carolina. Adam walks through how he used a Subto + novation-style structure to acquire a dated home in a prestigious neighborhood, renovate it with minimal capital out of pocket, and still walk away with nearly $100,000 in profit — despite unexpected rehab overruns and a 14-month timeline. Connect with Adam: https://www.instagram.com/theadamcolburn/ ➡️ Meet Pace on the Creative Nation Tour: https://bit.ly/GetCreativeNationTour ➡️ Download the Free SubTo A-Z e-book: https://subto.sjv.io/qzd0Vb  ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/6yYWBG ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow  

How will wealth management change in 2026? In this episode of Bank on Wipfli, join Wipfli's Robert Zondag for a conversation with Diamond Consultants CEO Louis Diamond and Wipfli partner Ron Niemasyk about the evolving dynamics of the industry in areas like recruitment, tech and private equity partnerships — plus how wealth management advisory firms are adapting to keep up.Listen for a rundown on key trends that will shape wealth management over the next 12 months, including:Firms moving towards advisory-focused business models, including why tax and estate planning have become expected service offerings.Wealth advisors leaning heavily on technology to drive growth, including AI, CRM integration and a focus on operational efficiency.Private equity's growing interest in the registered investment advisor (RIA) sector, what's driving record 10-12x EBITDA valuations, and why long-term success can depend on capital decisions.Key recruiting and retention strategies, including a holistic approach that embraces flexibility, culture, technology and succession planning.Major recruiting red flags, like compensation changes, limited growth support and a lack of integration into the team.

Trust isn't built in boardrooms, it's built in community.  In this episode, Gloria Dixon (Director of Philanthropy + Executive Director, BECU Foundation) joins us for a real talk on what it takes to share power and reimagine funding through a trust-based lens. From her journey in Milwaukee to leading community-centered giving in the Pacific Northwest, Gloria opens up about what's shifting in philanthropy and what still needs to.  Together, they dig into why multi-year, unrestricted support matters, how authentic relationships drive impact, and what it means to show up with empathy (not just reports and metrics). It's hopeful, heart-forward, and packed with practical wisdom for anyone navigating the changing landscape of nonprofit funding.Episode Highlights: Sector Challenges and Funding Changes (00:51)Gloria's Background and Upbringing (03:18)Disconnects Between Funders and Nonprofits (05:57)BECU's Community-Focused Funding Approach (08:09)Multi-Year Funding Importance (10:32)Funding Friction and Reporting Challenges (14:17) Trust-Based Partnership Practices (17:58)Employee Engagement and Community Impact (20:53) Advice for Nonprofits: Building Trust (23:11) Gloria's Personal Story of Philanthropy (25:38)Gloria's One Good Thing (29:07) Episode Shownotes: www.weareforgood.com/episode/669Thank you to our partners

We unpack how AI reshapes performance marketing and why strategy, clean data, and human oversight matter more than ever. We share a full-funnel, dayparted approach for B2B, show what creative works now, and outline fixes that quickly lift ROAS.• AI tools accelerating media operations while requiring human strategy• Risks of automation with bad data and weak tracking• Buyer shifts beyond Google and the rise of YouTube, TikTok, CTV and podcasts• Dayparted omnichannel plan from commute to desktop to couch• Short-form video and UGC outperforming static creative• Full-funnel investment timelines and influenced revenue measurement• Cleaning fragmented data and feeding CRM segments back into media• Common account fixes including target CPA, remarketing and limiting AI expansion• How to audit paid media and set realistic expectationsGuest Contact Information: LinkedIn: linkedin.com/in/anthonychiaravalloWebsite: anthonychiaravallo.comMore from EWR and Matthew:Leave us a review wherever you listen: Spotify, Apple Podcasts, or Amazon PodcastFree SEO Consultation: www.ewrdigital.com/discovery-callWith over 5 million downloads, The Best SEO Podcast has been the go-to show for digital marketers, business owners, and entrepreneurs wanting real-world strategies to grow online. Now, host Matthew Bertram — creator of LLM Visibility™ and the LLM Visibility Stack™, and Lead Strategist at EWR Digital — takes the conversation beyond traditional SEO into the AI era of discoverability. Each week, Matthew dives into the tactics, frameworks, and insights that matter most in a world where search engines, large language models, and answer engines are reshaping how people find, trust, and choose businesses. From SEO and AI-driven marketing to executive-level growth strategy, you'll hear expert interviews, deep-dive discussions, and actionable strategies to help you stay ahead of the curve. Find more episodes here: youtube.com/@BestSEOPodcastbestseopodcast.combestseopodcast.buzzsprout.comFollow us on:Facebook: @bestseopodcastInstagram: @thebestseopodcastTiktok: @bestseopodcastLinkedIn: @bestseopodcastConnect With Matthew Bertram: Website: www.matthewbertram.comInstagram: @matt_bertram_liveLinkedIn: @mattbertramlivePowered by: ewrdigital.comSupport the show

What if running your small business was simpler, smarter—and free? Join host Khudania Ajay (KAJ) for a powerful conversation with Mark Roesler, President of HubSpark—the SaaS platform that gives away SEO, marketing, and CRM tools at no cost. We explore his unique journey from fronting rock bands to leading a tech revolution, how 24 years of sobriety shaped his principled leadership, and why he believes the best technology works quietly in the background to serve real people. Discover how to profit from your time with leaders who build with purpose at kajmasterclass.com.=========================================

Send us a textPublic sector organizations operate under a fundamentally different set of constraints and expectations than their private-sector counterparts, making CRM selection a strategic decision rather than a purely technical one. Before reviewing our Top 10 Public Sector CRMs in 2025, it is important to align on how success is defined in this environment, where accountability, transparency, and service continuity often take precedence over revenue growth or pipeline velocity. Government agencies, municipalities, and public institutions must support complex case management, constituent engagement, regulatory compliance, and multi-year programs, frequently within rigid budget cycles and procurement frameworks. As a result, public sector CRMs must prioritize governance, data security, accessibility, and long-term adaptability, rather than simply replicating commercial sales or marketing use cases.In this episode, our host Sam Gupta discusses the top 10 Public Sector CRMs in 2025. He also discusses several variables that influence the rankings of these Public Sector CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=6Rk74lc0LbYRead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

The three amigos reunite for the 2025 year-in-review and break down the biggest market takeaways of the year. Dan explains how the TSX delivered rare outperformance versus U.S. markets, powered by financials and a major run in precious metals—while telecoms slid out of Canada’s top market-cap ranks. The crew then dives into AI’s public-market ripple effects: the data center CapEx boom, who’s winning across chips, infrastructure, and power, and why data center REITs may not be the pure-play many investors expect. Simon recaps “Liberation Day” and the tariff-driven selloff that rattled markets, before they close on gold and silver’s breakout, banks leaning on capital markets, Bitcoin’s volatility (and the MicroStrategy trade), and a quiet three-year stretch of weakness in Canadian railways. Tickers of Stocks discussed: BCE.TO , ZBK, AXP, CLS, EQIX, DLR, ORCL, NVDA, AVGO, ASML, TSM, SMH, WSP.TO , ADBE, CRM, NOW, CSU.TO, GOOG, MSTR, CP.TO, CNR.TO 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.

As we close out the year, I wanted to pull back the curtain and share exactly how I'm doing my end-of-year business review — and how I'm planning for 2026 without trying to plan an entire year in one weekend.Whether you're watching this episode on YouTube or listening on your favorite podcast player, it's designed to give you permission to plan realistically, not romantically.I'm walking you through how I review my yearly rhythms, lean on data (not feelings), and prepare my backend systems so my marketing, launches, and content feel sustainable — especially as a mom, photographer, and systems educator.If you're a family photographer or creative business owner who wants clarity, structure, and less burnout heading into a new year, this episode is for you.Resources & Links Mentioned In This Episode▸ Read the full blog post that goes with this episode (that way, you get all the links mentioned): https://systemsandworkflowmagic.com/how-im-planning-out-my-next-quarter/▸ Snag The Bookkeeping Template For Creatives Here: https://systemsandworkflowmagic.com/bookkeeping-template▸ Get 25% OFF on Flodesk here: https://flodesk.com/c/DOLLYDELONGEDUCATION▸ Join the Family Photographer's Marketing Society: https://systemsandworkflowmagic.com/the-family-photographers-marketing-society▸ End of year review sheet: https://katschmoyer.com/eoy-gift▸ Master Business Operations Trello Board (only $7): https://systemsandworkflowmagic.com/master-business-operations-boardConnect with Dolly DeLong Education

Episode Title: Rain Sounds for a Restful NightDescription: In this episode, we immerse ourselves in the soothing soundscape of rain to help you unwind and prepare for a peaceful night's sleep. Discover how the gentle patter of rain can ease your mind, reduce stress, and create the perfect atmosphere for rest. We'll share tips on using rain sounds in your bedtime routine and ways to maximize relaxation through mindful listening.Take a moment to pause, breathe deeply, and let the calming rhythm of rain wash away the day's worries. Sleep well, and join us next time as we continue exploring simple ways to bring calm into your life.DISCLAIMER

Episode Title: Calming Rain and Thunder for SleepDescription:In this episode, we invite you to unwind with the soothing sounds of rain and thunder, perfect for drifting off into a peaceful sleep. Discover how these natural audio patterns help ease the mind, reduce stress, and create a calming atmosphere to support restful nights. We also share tips on how to use rain and thunder sounds effectively as part of your bedtime routine for improved relaxation.Take a moment to embrace the gentle rhythm of nature's lullaby and let it guide you toward deep, restorative sleep.Join us in the next episode as we continue to explore ways to bring calm and relaxation into your daily life.DISCLAIMER

Episode Title: Calming Rain Sounds for Work and StudyDescription: In this episode, we dive into the soothing power of rain sounds and how they can boost your focus and productivity while working or studying. Discover why gentle rain creates the perfect background ambiance to drown out distractions, reduce stress, and enhance concentration. We also share tips on incorporating these calming sounds into your daily routine to create a peaceful and productive environment.Take a moment to breathe deeply and let the steady rhythm of rain help you find clarity and calm during your busiest days.Join us next time as we continue to explore simple ways to bring more relaxation and balance into your life.DISCLAIMER

Episode Title: Steady Rainfall with Occasional ThunderclapsDescription:In this episode, we immerse ourselves in the soothing sounds of steady rainfall punctuated by occasional thunderclaps. Discover how these natural rain rhythms can help you relax, reduce stress, and create a peaceful atmosphere for meditation or sleep. We also share tips on how to use rain and thunder sounds to enhance your daily relaxation practices and mental clarity.Take a moment today to unwind with these calming rain sounds, and let nature's gentle percussion bring balance to your busy life.Join us in the next episode as we continue exploring simple ways to bring calm and relaxation into your everyday routine.DISCLAIMER

Episode Title: Peaceful Rain and Thunderstorm Sounds for SleepDescription:In this episode, we immerse ourselves in the soothing sounds of rain and thunderstorms, perfect for helping you unwind and drift into a deep, restful sleep. Discover how these natural audio landscapes can calm your mind, ease stress, and create a peaceful atmosphere for relaxation. Whether you're dealing with a busy day or simply seeking better sleep, let the gentle rhythm of rain and distant thunder guide you toward tranquility.Take a moment tonight to embrace these calming sounds and gift yourself the peace you deserve. Join us next time as we continue sharing ways to bring calm and relaxation into your daily life.DISCLAIMER

Episode Title: Quiet Night Rain with Distant Thunder for Sleep AidDescription:In this episode, we invite you to unwind with the gentle sounds of quiet night rain accompanied by distant thunder. These soothing natural sounds create a peaceful atmosphere perfect for easing your mind and helping you drift into restful sleep. Whether you're dealing with stress, insomnia, or simply need a calm backdrop for relaxation, let the calming rhythm of rain and thunder guide you to tranquility.Take a moment tonight to press play, breathe deeply, and allow these calming sounds to wash over you. Remember, even brief moments of relaxation can have a powerful impact on your well-being.Join us next time for more peaceful sounds and tips to help you stay calm and relaxed.DISCLAIMER

Episode Title: Gentle Rolling Thunder with Soft Rainfall SoundsDescription:In this episode, we invite you to unwind with the soothing blend of gentle rolling thunder and soft rainfall sounds. These calming natural sounds help create a peaceful atmosphere, perfect for relaxation, meditation, or drifting off to sleep. Listen closely as the rhythm of the rain and distant thunder gently ease your mind and body, offering a quiet escape from the stresses of everyday life.Take a moment for yourself today—let the calming sounds wash over you and restore your sense of calm and balance.Stay tuned for our next episode as we continue to share peaceful moments to help you relax and recharge.DISCLAIMER

Episode Title: Thunderstorm Ambience to Help You Stay CalmDescription:In this episode, we immerse ourselves in the soothing sounds of a gentle thunderstorm to help you find calm and relaxation. Discover how the natural rhythm of rain and distant thunder can ease stress and create a peaceful atmosphere. We also share tips on using thunderstorm ambience in your daily life to support mindfulness and restful moments.Take a few minutes today to breathe deeply and let the calming storm wash away tension. Small pauses like these can bring balance to even the busiest days.Stay with us for more peaceful experiences in upcoming episodes.DISCLAIMER

Episode Title: Soft Rainfall with Low Rumbles of Distant ThunderDescription:In this episode, immerse yourself in the gentle sounds of soft rainfall paired with the soothing low rumbles of distant thunder. Discover how these natural audio elements can help ease your mind, reduce stress, and create a peaceful atmosphere anywhere you are. We also share tips on using these calming sounds in your daily relaxation or meditation practices to enhance your sense of calm and focus.Take a moment for yourself today—let the soft rain and quiet thunder guide you to a place of tranquility amidst the noise of everyday life.Join us next time as we continue to explore ways to bring calm and relaxation into your world.DISCLAIMER

Episode Title: ASMR Tingling Helps Me Relax Deeply Every NightDescription:In this episode, we dive into the soothing world of ASMR and how its gentle tingling sensations can guide you into deep relaxation every night. Discover what ASMR is, why it works to calm the mind, and how incorporating these sounds into your bedtime routine can improve your sleep quality and overall well-being. Whether you're new to ASMR or a longtime fan, we share tips on finding the right triggers and creating your own peaceful nighttime experience.Make time for yourself tonight — even a few minutes of ASMR can help ease stress and bring calm to your busy day.Join us next time for more ways to nurture peace and relaxation in your life.DISCLAIMER

Episode Title: Gentle Rain and Thunderstorm to Reduce TensionDescription:In this episode, we invite you to unwind with the soothing sounds of gentle rain and distant thunderstorms. Discover how these natural ambient noises can help ease tension and promote relaxation in your daily life. We'll share tips on using rain and thunderstorm sounds as a simple yet powerful tool to calm your mind, reduce stress, and create a peaceful atmosphere wherever you are.Take a moment for yourself—press play, breathe deeply, and let the rhythmic patter of rain wash away your worries. Join us next time as we continue exploring ways to bring calm and balance into your day.DISCLAIMER

Episode Title: Gentle ASMR Sleep Sounds with Rain and ThunderDescription:In this episode, we bring you soothing ASMR sleep sounds featuring gentle rain and distant thunder. These calming natural sounds are perfect for helping you unwind, ease stress, and drift peacefully into sleep. Whether you're dealing with a busy mind or just need a moment of relaxation, let the soft patter of rain and the comforting rumble of thunder create a serene atmosphere for your rest.Take a few minutes to pause and listen—these peaceful sounds can be a simple yet powerful way to find calm in your day and improve your sleep quality.Join us next time as we continue exploring ways to bring more tranquility and balance into your life.DISCLAIMER

Episode Title: ASMR Whispers Wrap Me In A Blanket Of QuietnessDescription:In this episode, we dive into the soothing world of ASMR whispers and how their gentle tones can envelop you in a comforting blanket of quietness. Discover the calming effects of whispered sounds and how they can help reduce stress, ease anxiety, and promote deep relaxation. We also share tips on incorporating ASMR into your daily routine to create peaceful moments amid the noise of everyday life.Take a few minutes to immerse yourself in these soft whispers and let them guide you to a place of calm and stillness. Remember, small pauses like these can refresh your mind and restore balance.Join us in the next episode as we continue to explore ways to find peace and relaxation in your daily life.DISCLAIMER

Episode Title: Relaxing Rain Sounds to Clear Mental ClutterDescription:In this episode, we immerse ourselves in the soothing sound of rain to help clear mental clutter and promote relaxation. Discover how the gentle patter of rain can calm your mind, reduce stress, and create a peaceful atmosphere for reflection or sleep. We also share tips on using rain sounds as a simple yet powerful tool to refresh your mental space anytime you need a moment of calm.Take a few minutes each day to listen and let the rhythm of rain wash away the noise in your head. It's a small practice that can lead to big improvements in your overall well-being.Stay tuned for more ways to find calm and relaxation in everyday moments.DISCLAIMER

Episode Title: Thunderstorm Sounds Bring Peace To Every Corner Of My MindDescription:In this episode, we dive into the soothing power of thunderstorm sounds and how they can bring peace to every corner of your mind. Discover how the natural rhythm of rain, thunder, and wind can help calm your thoughts, reduce stress, and create a serene atmosphere wherever you are. We also share simple tips on using these sounds effectively in your daily relaxation or meditation routines to enhance your mental well-being.Make sure to carve out a few quiet moments today to listen and let the calming storm wash over you — sometimes, peace is just a sound away.Join us next time on Be Calm and Relax Podcast as we continue exploring ways to nurture your inner calm.DISCLAIMER

Episode Title: I Am Wrapped In Calmness Like A Gentle Shower Of RainDescription:In this episode, we invite you to experience a soothing journey, wrapped in calmness like a gentle shower of rain. Discover how soft rain sounds can wash away stress and bring peace to your mind. We'll share simple techniques to help you connect with this natural tranquility and incorporate moments of calm into your daily routine. Let the gentle rhythm of rain guide you toward relaxation and mental clarity.Take a moment for yourself today—immerse in the peacefulness that only a gentle rain can bring. These calming pauses are essential in balancing the rush of life.Stay tuned for our next episode as we continue to explore ways to nurture your inner peace.DISCLAIMER

Episode Title: Soft ASMR Sounds Ease My Mind And Body TonightDescription:In tonight's episode, we dive into the gentle world of ASMR to help ease your mind and relax your body. Discover how soft sounds and subtle whispers can create a soothing atmosphere that melts away stress and invites peaceful rest. Whether you're winding down after a long day or simply need a moment of calm, these ASMR techniques offer a natural way to refresh your mental and physical well-being.Take a few minutes with us to embrace the quiet comfort of soft sounds and let your worries drift away. Your path to relaxation starts here.Join us next time as we continue to explore simple ways to bring calm and balance into your daily life.DISCLAIMER

Episode Title: The Sound Of Rain Brings Me Into A State Of CalmnessDescription:In this episode, we dive into the soothing world of rain sounds and how they help us find inner calmness. Discover why the gentle patter of rain can calm the mind, reduce stress, and create a peaceful atmosphere. We also share tips on how to use rain sounds in your daily routine to enhance relaxation, improve focus, or help you fall asleep more easily.Take a few moments each day to immerse yourself in the tranquil rhythm of rain—it's a simple yet powerful way to nurture your mental well-being in our busy lives.Stay tuned for our next episode as we continue sharing ways to bring peace and relaxation into your day.DISCLAIMER

As the year wraps up, we are replaying some of our favorite conversations from 2025, including this one!Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business?Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead.All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Erica interviews James Hatfield, the co-founder of LiveSwitch, to discuss how video technology and AI are transforming the contracting industry. Hatfield introduces the concept of "Race to the Face," arguing that virtual face-to-face interactions build trust faster than traditional phone calls or slow in-person estimates. The discussion highlights how the platform enables remote diagnostics, instant documentation, and AI-driven work orders, significantly reducing wasted travel time and overhead costs for service professionals. Beyond business efficiency, Hatfield emphasizes the human impact of technology, noting how it helps entrepreneurs reclaim personal time for their families. The conversation concludes with a focus on philanthropy and the importance of using professional success to serve others within the community. Key Takeaways: • Prioritize getting face-to-face with clients virtually to build immediate trust and increase your sales close rates compared to traditional phone calls or texts. • Use video technology to eliminate unnecessary travel for estimates, allowing you to reclaim valuable hours of your day to spend with your family. • Delegate repetitive administrative tasks like writing reports, CRM entries, or contracts to AI tools to increase your professional efficiency and reduce burnout. • Document your work through video to provide full transparency, which protects your business from disputes and strengthens long-term customer relationships. • Adopt a mindset of service by looking for consistent ways to give back to your community or industry without expecting anything in return.

As 2025 wraps up, I've been reflecting on the lessons learned—both the challenges and the wins. This year brought huge personal and professional shifts, from moving into what feels like our "forever home," navigating unexpected family bereavements, and making some big strategic choices in my business. After six incredible years, The C Suite ® will see its final cohort in 2026.  Why? Two big reasons: Capacity: Major new projects (like the Expert Services Directory and growing corporate consulting commitments) need the kind of focus and energy the C Suite once did. Copyright: After increasing issues with plagiarism and protecting intellectual property, it's time to wind down this program with intention and integrity. But don't worry! There will still be opportunities for in-person training (like Converting Corporates in March) and smaller, targeted courses. The Expert Services Directory is Thriving If you're aiming to sell to organisations in the UK next year, now's the time to get listed. The Directory is driving real, qualified inbound leads and partnerships—and will soon be subject to VAT (so grab your spot before the price goes up!). The Podcast Remains! Great news: the Selling to Corporate® podcast isn't going anywhere. Expect more tour episodes, actionable sales tips (think: choosing CRM systems, proposal templates, and more), and a brand-new sponsor you'll recognise. I also wanted to share a few key takeaways that might help you as you think about your own direction for the coming year: Embrace Change, Even When It's Hard: Whether it's personal upheaval or shifting business models, leaning into transitions can reveal what matters most—and push you to make braver decisions. Protect Your Genius: Intellectual property is hard-won and worth defending. This year, I chose to sunset the C Suite to focus on new projects and safeguard my work from plagiarism—a reminder for all creators to stand firm in honoring your expertise. Community & Consistent Action Matter: I'm grateful for the incredible support network—professionally and personally—that's made all the difference this year. Consistency in sales activity, not just marketing, drives results and opens doors for growth, even in tough times. Whatever 2026 holds for you, I hope you're able to recognise your own growth, set bold new priorities, and keep taking consistent action!  Wherever you are—may your festive season be filled with rest, reflection, and readiness for an amazing 2026. Thank you for being here and cheers to the next chapter!

Episode Title: Peaceful Rain and Thunder Ambience for Meditation and SleepDescription:Welcome to this episode of "Thunderstorm: Sleep and Relax in the Rain." Immerse yourself in the calming sounds of gentle rain paired with distant thunder, crafted to help you meditate, relax, or drift peacefully to sleep. Let the steady rhythm of raindrops and the soft rumble of thunder wash away your stress and bring a sense of calm to your mind and body.As you listen, imagine yourself in a quiet forest or a cozy room, embraced by the comforting embrace of nature's gentle storm. This natural ambience is designed to support mindfulness, deep relaxation, and restful sleep — perfect for unwinding after a busy day or creating a tranquil moment anytime you need it.Tune in, close your eyes, and let the peaceful rain and thunder guide you toward serenity and rest.DISCLAIMER

Episode Title: Natural Rainfall and Distant Thunder Sounds for SleepDescription:In this episode, we invite you to unwind with the soothing sounds of natural rainfall paired with distant thunder. These gentle audio elements create a peaceful soundscape designed to help you relax, ease stress, and drift effortlessly into a restful sleep. Whether you're struggling with insomnia or just need a calming backdrop for your evening routine, let the rhythmic patter of rain and the soft rumble of thunder bring tranquility to your night.Take a moment to breathe deeply, listen closely, and allow these calming nature sounds to refresh your mind and body. Sweet dreams await.Join us next time for more peaceful moments to calm your day.DISCLAIMER

Episode Title: Soft Rainfall with Gentle Thunderclaps for Sleep AidDescription:In this episode, we invite you to unwind with the soothing sounds of soft rainfall paired with gentle thunderclaps, designed to help ease your mind and guide you into restful sleep. Discover how these natural sounds can create a peaceful atmosphere, reduce stress, and support deeper relaxation. Whether you're struggling with insomnia or just need a calming backdrop before bedtime, this episode offers a serene escape from the noise of everyday life.Remember to carve out a few moments each night to listen and let the calming rhythm of rain and thunder gently carry you to a place of rest and tranquility.Join us again soon for more peaceful sounds and relaxation tips on your path to calm.DISCLAIMER

Episode Title: Relaxing Soundscapes Featuring Rain, Thunder, and Soft AmbienceDescription:In this episode, immerse yourself in a soothing blend of rain, gentle thunder, and soft ambient sounds designed to help you unwind and find inner peace. Whether you're looking to ease stress, improve focus, or drift off to sleep, these calming soundscapes offer the perfect backdrop for relaxation and mental clarity. We'll also share tips on how to incorporate these natural sounds into your daily routine to create moments of calm amid the busyness of life.Take a few minutes with us and let the peaceful rhythm of nature wash over you, restoring balance and tranquility.Join us next time as we continue exploring ways to nurture your well-being and serenity.DISCLAIMER

Episode Title: Calm Thunderstorm Ambience to Help You RestDescription:In this episode, we invite you to unwind with the soothing sounds of a gentle thunderstorm. Let the natural rhythm of rain and distant thunder guide you into a state of deep relaxation and peaceful rest. Whether you're winding down after a long day or seeking a calm background for meditation or sleep, this ambience is designed to help you find comfort and tranquility.Take a moment for yourself and embrace the calming power of nature's gentle storm. Remember, even brief pauses like these can refresh your mind and ease daily stress.Join us next time as we continue sharing moments that bring calm and balance into your life.DISCLAIMER

Episode Title: Peaceful Rain Soundscapes for Studying and SleepDescription:In this episode, we dive into the soothing world of rain soundscapes and how they can boost concentration during study sessions and promote deeper, more restful sleep. Discover the calming effects of gentle rain sounds and learn practical tips on how to integrate these natural rhythms into your daily routine to create a peaceful environment. Whether you're looking to focus better or unwind after a long day, this episode offers a simple yet powerful way to invite tranquility into your life.Take a moment to breathe, listen, and let the peaceful rain wash away stress and distractions.Join us next time as we explore more ways to find calm and relaxation in everyday moments.DISCLAIMER

Watch the YouTube version of this episode HEREDo you want to improve client communication for your firm? In this episode of the Maximum Lawyer Podcast, Devon Slovensky, founder of a Southwestern Virginia Family Law Firm, shares how her team maintains high standards of client communication amid rapid growth. Speaking at a MaxLawCon 2025, Devon introduces the “client happiness call” initiative—which has improved client communication for her firm.A firm's client communication can really make or break its success. Devon shares how her firm's client happiness calls have been used to determine gaps in communication. Doing this ensures that attorneys are held accountable to what they say they will do. Having these calls also ensures clients are prioritized and attorneys are doing their jobs. Creating a system for this can include having a client happiness coordinator and some sort of CRM to manage these calls and input and retain information.Devon speaks to unhappy clients and how to unearth this and understand this as a lawyer. Most of her clients are satisfied, but it can be tough to admit when you as a lawyer can't deliver something 100% because of whatever issue that presents itself. Understanding this can create confidence in a lawyer in having better communication with clients on realistic expectations. Avoiding unhappy clients includes keeping them up to date on their case, explaining things that they don't understand and being honest about next steps.Listen in to learn more!3:10 Client Communication Gaps and Accountability4:08 Building the Client Happiness Call System7:58 Metrics and Board Visualization10:01 Attorney Confidence and Common Issues12:06 Unearthing Quietly Frustrated ClientsConnect with Devon:Website Tune in to today's episode and checkout the full show notes here. 

What happens when a coworking expert walks into a national coworking brand as a day pass user—and the experience falls flat? This week, Jamie shares her recent day pass experience and turns it into a practical checklist for operators who want to treat every day passer like a potential long-term member (because they might be). It's the holiday season, which means travelers are staying with family, needing to get work done, and looking for a place to escape for the day. Day passers might be transient—or they might become your next member, referral source, or meeting room regular. But if your onboarding process is clunky, your team isn't asking questions, and nobody offers a tour, you're leaving money (and relationships) on the table. Jamie walks through exactly what went wrong in her experience and what should have happened instead—from the moment she walked in the door to the moment she left without anyone noticing. We talk about: Why signage, parking info, and wifi instructions should be crystal clear on your website The Shop app effect: why consumers expect frictionless checkout (and how Flexspace.ai makes this possible) Why your day pass booking process should never require 20 minutes and multiple steps The power of a simple tour—even if someone's rushing to a call How to read the room and offer help without being pushy Why introducing day passers to members creates instant belonging The one question your team should always ask: "Has this person been here before?" How to use your CRM to track referral potential and pain points Why seasonal offers and meeting room packages are perfect day pass conversion tools The Enneagram lens: why some people want to be seen and others want to be left alone Designing your space so people have to pass the front desk (and why that matters) If you've been treating day passes as transient revenue instead of relationship opportunities, this episode will shift how you think about every single person who walks through your door. Resources Mentioned in this Podcast: The Revenue Playbook (Operator Membership) Everything Coworking Featured Resources: Masterclass: 3 Behind-the-Scenes Secrets to Opening a Coworking Space Coworking Startup School Community Manager University Follow Us on YouTube

What happens when a coworking expert walks into a national coworking brand as a day pass user—and the experience falls flat? This week, Jamie shares her recent day pass experience and turns it into a practical checklist for operators who want to treat every day passer like a potential long-term member (because they might be). It's the holiday season, which means travelers are staying with family, needing to get work done, and looking for a place to escape for the day. Day passers might be transient—or they might become your next member, referral source, or meeting room regular. But if your onboarding process is clunky, your team isn't asking questions, and nobody offers a tour, you're leaving money (and relationships) on the table. Jamie walks through exactly what went wrong in her experience and what should have happened instead—from the moment she walked in the door to the moment she left without anyone noticing. We talk about: Why signage, parking info, and wifi instructions should be crystal clear on your website The Shop app effect: why consumers expect frictionless checkout (and how Flexspace.ai makes this possible) Why your day pass booking process should never require 20 minutes and multiple steps The power of a simple tour—even if someone's rushing to a call How to read the room and offer help without being pushy Why introducing day passers to members creates instant belonging The one question your team should always ask: "Has this person been here before?" How to use your CRM to track referral potential and pain points Why seasonal offers and meeting room packages are perfect day pass conversion tools The Enneagram lens: why some people want to be seen and others want to be left alone Designing your space so people have to pass the front desk (and why that matters) If you've been treating day passes as transient revenue instead of relationship opportunities, this episode will shift how you think about every single person who walks through your door. Resources Mentioned in this Podcast: The Revenue Playbook (Operator Membership) Everything Coworking Featured Resources: Masterclass: 3 Behind-the-Scenes Secrets to Opening a Coworking Space Coworking Startup School Community Manager University Follow Us on YouTube

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