Podcasts about CRM

Your habits either amplify your potential or slowly drain it. In today's episode, Jennifer and I talk about stress resilience, sleep, gut health, and the nutrition frameworks that help you feel grounded, clear, and fully capable. Jennifer breaks down why cortisol isn't the enemy, how to know when HIIT training is helping versus hurting, and the “Two Weeks Out” method that keeps you looking and feeling incredible without extreme dieting. Tune in to learn the routines that help high-achieving women feel incredible from the inside out. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS 00:00 The four things to do immediately after waking to set your hormones and energy for the day. 06:30 The essential evening routine that protects your sleep and nervous system. 12:15 How caffeine timing influences anxiety, cortisol, and sleep. 19:00 Why your environment makes or breaks your habits and your health. 25:45 The identity shift that happens when you stop negotiating with yourself. 30:00 How poor habits block your intuition, creativity, and connection. 36:00 The “Two Weeks Out” protocol for photoshoots and events. 42:00 The health habits that make you more resilient to business risks. 46:30 Why looking healthy affects who invests in you. 49:30 How walking regulates cortisol, mood, and mindset. 54:00 What happens when you do HIIT training every day? 58:30 How reducing intense workouts can actually make some women leaner. 01:01:15 How under-eating (especially fats) shows up on your skin and speeds up aging. 01:08:15 Advice on choosing the right supplements (what to look for & what to avoid). 01:12:15 How do you get collagen peptide? RESOURCES Learn more about Jennifer Hanway HERE Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Jennifer: @jenniferhanway

Key Highlights from the Episode:0:00 – Introduction0:44 – Future-proofing your CRM and architecting for scalability2:23 – Why most CRMs fail when firms grow5:08 – AI in CRMs: more than just dashboards10:34 – Inside “Elite Genie” and how it supports advisors11:48 – Why your CRM is really a data warehouse14:05 – Integration-first architecture for efficiency and scale25:19 – Data hygiene: the foundation of advisor valuations33:15 – Overcoming skepticism around AI adoption38:08 – A roadmap to future-proofing your tech stackResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

This week, we sit down with Seth Smith, founder of the rapidly growing lab software company Greatlab.io (https://www.greatlab.io/), and Ryan Alexander from Vitality Dental Arts (https://www.vitalitydentalarts.com/), who's been living the GreatLab life since May and has plenty to say about it. Seth shares the long, winding road from e-commerce to dentistry, to clear aligners, to scanners, and finally to building what he hopes becomes the most modern, integrated, and speed-driven LMS in the industry. He talks workflow obsession, eliminating downloads, killing paper dockets, listening to lab pain points, and why he's visited over 100 labs (and keeps going). Ryan brings the real-world perspective from a 100-tech lab that went through multiple LMS transitions before landing on GreatLab. He explains how their booking teams shrank, inbound calls dropped by 50%, audits disappeared, and technicians suddenly found computers they “didn't have” once the system made their jobs easier. From the CRM that kills phone tag to ScanHub pulling every scanner into one feed, Ryan breaks down exactly what changed on the bench, in customer service, and across production. We also dig into bad scans (yes, 20% of them), doctor communication, automatic file routing, task automation, shipping integrations, data migration fears, and why some labs should not switch systems unless they're truly ready to modernize. If you've ever wondered what a cloud-based, automation-heavy, lab-built-from-the-ground-up LMS looks like—or why another lab described GreatLab as “a Ferrari while everyone else is a Civic”—this episode lays it all out. Learn more or request a demo: greatlab.io Find them in Vegas at NADL Visions (https://www.nadl.org/nadl-vision-21) and in Chicago at Lab Day (https://lmtmag.com/lmtlabday)! Happy Holidays from Ivoclar! As the year comes to a close, all of us at Ivoclar want to extend our heartfelt gratitude to the incredible Voices From the Bench community. Thank you for your partnership, your trust, and the support you've shown throughout the year. From our Ivoclar family to yours, we wish you a joyful, healthy, and safe holiday season. May your days be merry, your nights be bright, and your smiles shine like freshly fallen snow. Ho, ho, ho — Happy Holidays from Ivoclar! Elvis and Barb are gearing up for their chat with the HyperDent Dude himself, Jordan Greenberg from FOLLOW-ME! Technology (https://www.follow-me-tech.com/). At LabFest, Elvis found out that every hyperDENT (https://www.follow-me-tech.com/hyperdent/) license comes with Template Editor Lite — a built-in feature that lets you make safe, customized tweaks to your milling strategies. Whether you want to prioritize surface quality or speed, this tool gives you the control to fine-tune your results while FOLLOW-ME! keeps everything validated and reliable. Because in the end, us lab techs love to tinker — and hyperDENT makes it easy to choose your own CAM-venture. Special Guests: Ryan Alexander and Seth Smith.

Why you should listenGemma shares how she turned a £7 million stack of paper inquiries into a thriving HubSpot consultancy—proof that seeing inefficiency others ignore can become your biggest opportunity.Understand why narrowing your focus during uncertainty can accelerate growth faster than diversifying.Discover how building a culture focused on psychological safety helped HubGem become one of the world's happiest workplaces—and why that's their competitive advantage against bigger agencies.How do you compete with bigger agencies when you can't match their salaries? In this episode, I sit down with Gemma Price, founder of HubGem, who built a 20-person HubSpot consultancy focused exclusively on the education sector. Gemma shares the moment she discovered millions of pounds worth of leads sitting in a colleague's bottom drawer on paper, and how that frustration sparked her entrepreneurial journey. We dive into why she resisted the urge to diversify during COVID, the change management principles that make tech adoption actually stick, and how prioritizing human connection over perks created a culture that retains talent. Plus, Gemma's take on where AI meets CRM and why the future belongs to those who don't sacrifice humanity for efficiency.About Gemma PriceGemma Price is an entrepreneur and award-winning CEO recognised for building one of the world's happiest workplaces. She scaled HubGem to become a Top 3% global HubSpot partner by vertically specialising in education and leading with a culture-first approach. Gemma helps founders harness AI, experience the power of intuitive psychology coaching, and embrace human-centred leadership to build scalable businesses without the burnout.Resources and LinksHubgem.co.uk Gemma's LinkedIn profile642 - Stop Being a Platform Expert - Why Business Growth Advisors Win in the AI Era with Sarah McDevittWhy Culture Is the Real Competitive Advantage in the AI EraPrevious episode: 651 - Platform-Agnostic Consulting: Why SaaS Partners Are Making the Switch to AI with Leandra NisbetCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resourcesGemma offers transformational 1:1 and group Intuitive Psychology Coaching and also consults with leaders on building happier workplaces. Learn more about the different ways you can work with Gemma at Intuitive.co

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Mark Rodgers, Founder of Trailstone Insurance, the agency featured on the December 2025 front cover of Rough Notes Magazine.  Key Topics: Mark's reaction to being selected for the Rough Notes Magazine front cover  Trailstone's growth from a small agency to a large operation after shifting strategy in 2017–2018 Building automation in 2019 and writing more than 50 million in new personal lines premium Moving from purchased leads to strong inbound through social media, YouTube, and referral partners A sales process centered on homeowner targeting, education, and retention systems Operating fully inside HubSpot for AMS, CRM, communication, and workflow management Leveraging offshore teams, automation, and Traction accountability charts to support scale and culture Reach out to: Mark Rodgers Jason Cass Visit Website: Trailstone Insurance Rough Notes Magazine Produced by PodSquad.fm

Last week, I shared a post on Instagram about Rich Girl Rules for Networking, and the response was wild. The shares and comments all confirmed this is what you're craving as you look ahead to 2026. In this episode, I break down the 6 strategic rules I've used to scale far beyond seven figures. I'm sharing why you can't outgrow your network with your current mindset, and how buying access to the right rooms instantly rewires your risk tolerance, confidence, and speed. Get ready to stop waiting for permission and start positioning yourself like the woman your next level requires. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS Why Rich Girl networking is different at the seven-figure level. Proximity is the portal to your next level. Why your conversations determine your capacity. How mentorship collapses years into months. Why proximity creates probability instantly. How seven-figure women invest before the result shows up. RESOURCES Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

SUMMARY: The episode focuses on how business owners and operators should approach the holiday season with intention instead of following the crowd. With ad costs peaking in Q4 and noise from major brands and big influencers flooding the market, the hosts outline smarter alternatives to paid advertising. They discuss tapping into existing warm audiences through referral programs, joint ventures, and organic promotions. The conversation emphasizes leaning into gratitude to stay top-of-mind, using handwritten notes or quick video messages to reconnect authentically. They also highlight the value of holiday-season discounts and bundles for internal audiences instead of broad ad pushes. For leaders not prioritizing year-end sales, the episode shifts toward operational cleanup—cutting unused vendors, consolidating tech, reducing subscription bloat, and tackling internal projects like CRM migrations or system overhauls. The message: Q4 should either be a strategic revenue push using creativity instead of ad spend, or a cleanup and prep season that positions the team to sprint into Q1 with clarity and momentum.   Minute by Minute: 00:00 Holiday Business Planning 05:42 Creative Client Acquisition Strategies 11:26 Maximizing Customer Engagement 15:40 Operational Efficiency for the New Year

Your energy is the foundation of everything you create, yet most high-achieving women are unknowingly sabotaging it. In this episode, I sit down with celebrity nutrition expert Jennifer Hanway to talk about the overlooked health habits that directly influence your confidence, mood, productivity, and ability to think bigger. She shares the habits high achievers prioritize, the biggest mistakes most women make with their health, and how small tweaks can radically improve your mood, confidence, and performance. Get ready to learn the strategies to feel vibrant and show up bigger in your life and business, and look better while doing it. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS 00:00 Meet Jennifer Hanway, Nutritionist for Women 40+. 07:30 Where do you start when a new client comes to you? 12:15 How your gut health impacts anxiety, mood, skin, hormones, and productivity. 19:00 How people in long-living cultures can drink daily. 24:45 Ways to adjust sugar and alcohol without feeling deprived. 29:00 The 5 to Fail & 5 to Full framework to upgrade your daily nutrition. 34:30 Plant vs. animal protein, whey, and vegan protein powders. 38:00 Are amino acids pointless or powerful? 40:15 Why women over 40 should rethink fasted workouts. 42:45 The most underrated tool in high performance. RESOURCES Learn more about Jennifer Hanway HERE Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Jennifer: @jenniferhanway

Most investors think the thing holding them back is marketing, leads, or systems.But after three years of struggling, grinding, and doing everything “right,” I finally realized the truth…The biggest shift in my wholesaling business didn't come from a new strategy — it came from fixing what was happening in my mind.That shift took me from starting the year with a $250,000 loss…to closing more deals than ever…to hitting my first $1,000,000 year in real estate.And nothing changed in my marketing.Nothing changed in my CRM.Nothing changed in my scripts.The only thing that changed was me.In this video, I break down the exact mindset shift that unlocked everything — the same shift that took my business out of survival mode and into massive momentum.If your deals come in waves, if opportunities dry up, or if you keep getting stuck in the same cycles… this is probably the missing piece.What you'll learn in this video:✅ Why your deals only show up after something finally goes right✅ How your emotional state affects your ability to find and close opportunities✅ The mindset trap most wholesalers don't even know they're in✅ How to practice “extreme gratitude” (not the fake surface-level stuff)✅ Why challenges are actually gifts preparing you for bigger deals✅ The simple exercise that rewires your brain for clarity, confidence, and consistencyDo this next:If you want to find out exactly what's holding your real estate business back — whether it's mindset, marketing, sales, or your list strategy — take the free PWM Scorecard below.It shows your bottleneck in under 3 minutes and tells you exactly what to work on next.

Julie Deems shares strategies to navigate the holidays with healthy boundaries that honor your needs and values while fostering meaningful connections.Episode Highlights:Define your holiday priorities.Protect your emotional energy.Release guilt and embrace joy.Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you!Learn more at: https://lyfquest.io/Instagram:USW Podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kalena James ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Julie Deem ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠--------------------------------------------------USW Kokomo ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Production by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

In the fast-growing world of Software-as-a-Service (SaaS), competition for attention is fierce. Companies are constantly looking for ways to clearly explain their complex products, highlight value propositions, and build trust with users. Video marketing has become one of the most effective tools for SaaS brands to educate, convert, and retain customers. High-quality product demos, explainer...

It's Chris's birthday, and this episode gets deep and surprisingly emotional. We talk about the lessons that only your 30s and 40s can teach you, what you shed, what you tolerate less, and what finally becomes clear. Chris shares what last year taught him (including what his stroke changed for the better), why expectations are the #1 thing that keep us unhappy, and how wisdom, community, and clarity shift with age. We dive into what people in their late 30s or 40s need to know if they feel “behind,” how to curate a healthy community, why friendships are a part-time job, and why happiness is always found in pursuit.  Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS Chris's reflections on turning 48. How a stroke changed Chris's brain and his behavior for the better. What getting older actually gives you (hint: it's better than youth). Two pieces of advice for anyone feeling lost in their late 30s or 40s. How Chris intentionally builds and maintains deep friendships. What Chris is proudest of this year and what almost broke him. The “Rule of Thirds” for curating the right business community. RESOURCES Black Friday Sale: 80% off Strategy Sessions + 50% off MCM – DM us the word DEAL on Instagram Try the new Glōci Glow & Debloat flavors HERE Apply for our Elite Entrepreneur Mastermind HERE Get on the waitlist for MCM Mastermind HERE Join the Audacity Challenge HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Chris: @chriswharder

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

In this episode, we sit down with Brian and Jenny Leonard to explore their journey into the real estate world and the pivotal moments that shaped their careers. The conversation unpacks practical insights into CRM systems and how thoughtful client management can transform a business. Brian and Jenny share valuable advice for building stronger client relationships and staying organized in a fast-paced market. We discuss the future of their team, their goals, and how they plan to grow while staying true to their core values.   Must-Hear Moments: Emotional story about how John Collopy helped the Leonards through a tough moment in their lives. Pros and cons of the Top Producer CRM and other ways to keep in touch with clients. The Leonards chat about their daughters and if they might join the team in the future.   Have suggestions for future guests or feedback? Visit www.resultsdrivenfeedback.com.

David: Hi, and welcome to the podcast. In today's episode, co-host Jay McFarland and I will continue our discussion about the AI Approach to Multiply Your Sales. This is episode three in our series, and it's about upselling, sales funnels, and your CRM. David: Welcome back, Jay. Jay: Thank you, David. This has been fascinating for me as I look at what AI recommends. And even just apply some of those basics to my own business but also realizing that these are kind of general, and figuring out how to apply them to everybody's individual circumstances is no easy feat. David: Exactly. And one of the things that I've really liked about this series is having the opportunity to talk about the "how" of a lot of this stuff, because as business owners, as salespeople, we've heard these recommendations forever. But the question is always, "well, how do you go about doing it?" And so what I've been trying to do in this series is to say, okay, here's the general what you ought to do, but then there's the, how do you go about doing it? And this is exactly what we help our clients with. So it's been really fun for me to be able to go through these and say, okay, there are probably lots of ways to do these things, but this is how we do it. Because our goal is to simplify it for our clients. So you don't have to say, Oh, well, should I do this? Should I do that? Should I do this? It's like, okay. Implement this, gauge the results, see how it goes, report back, if we need to tweak it, if we need to do something different, we can, but you have an instant starting point, and that allows you to get actions taken, get results back quickly, and then be able to adapt as you go. Jay: Yeah, I love that, that you're able to kind of cut through all of the noise out there because there's so much noise, and help them identify for their individual situation what they need because they may have asked AI and we have some of those lists here and items from AI, but again, it's just a starting point. David: Exactly. So let's take a look at the things that we already discussed in the previous episodes. And once again, what we're doing here is we asked AI, what are the things that will allow us to multiply our sales? It came back with number one, define your target audience. Number two, develop a compelling value proposition. Number three, optimize your marketing channels. We covered that in previous episodes. Number four was enhance your customer experience. Number five was implement a referral program. Number six was leverage and the power of content marketing. So now in this episode, we're going to tackle numbers seven, eight, and nine, which is upselling, sales funnels, and your CRM. So let's get to number seven. 7. Utilize upselling and cross selling strategies: Offer complementary products or services to increase the average transactional value and maximize customer value. What do you think? Jay: Yeah. I mean, it makes a lot of sense. I will tell you this was much easier to grasp in my mind when I was in the restaurant business, right? It's like, you want fries with that? You know, let's make it a value meal. Let's make it a, you know, a combo, whatever. I will tell you, we've spent a lot of time in my current business identifying what are the other things, other products that we can offer that our customers will want, not things that we can shove down their throat, but what other things can we add that they may be looking for because they came to us? David: Yes, exactly. And I think people hear about upselling and cross selling and they're like, Oh yeah, that sounds like a good idea. Most people are familiar with the restaurant, the McDonald's example, "want fries with that." So it makes sense, but it's like, okay, how do I apply that to my business? And one of the ways that we help our clients do that is to identify, okay, well, what does this mean? What is upselling versus cross selling and all that sort of thing? And in a nutshell, the way that I view it, upselling is when you're selling them a better version of the thing that they're considering buying or a more expensive version of the thing that they're considering buying. Cross selling is the idea of "want fries with that." It's okay. You're already getting this. This goes with it. Would you like to do that as well? In the promotional products industry, where I do a lot of my work, cross selling is, "ah, you're buying t shirts, want sweatshirts with that." Or if you're buying sweatshirts, want sweatpants with that, right? Want caps with that. Shirts and caps go together, that type of thing. So, It's pretty simple when we boil it down, and it's even better and it's even easier when we turn it into a process so that everybody knows the words you say when someone is ordering a particular type of product. Jay: Yeah. So I think that there's two steps, right? Identifying what those things are based upon your industry. And I think the key to that, honestly, for me is just listening. Right? I'm on the phone with these people every single day and over time I'm starting to sense, wait a minute, there's an opportunity here that we can fill. But then there is the implementation of that process, right? If you don't make it a process, if you don't identify it, define it, implement it, and track it, then it's probably not going to happen, or it's not going to be as successful as you would hope. David: Absolutely. I think that a lot of people know that they need to be doing these things, but once again, they're not quite sure exactly how, they don't get a system in place, and as a result, it doesn't happen. And that's going to really apply to all the different points that we're talking about here. Jay: Yeah, I totally agree with you. David: So the next one... 8. Analyze and Optimize Your Sales Funnel: Continuously monitor and analyze your sales funnel to identify areas for improvement and optimize the conversion rates at each stage. That sounds a little complicated. I don't know how you could possibly get more buzzwords into one sentence than that.. Jay: That's what AI likes to do. They like to cram all these big words in there, and you kind of sit back and roll your eyes like, okay, how David: You're really smart. I don't know what you just said, but you sound really, really smart. Jay: Yeah, and how on earth am I going to do that? I will tell you, we've spent almost a year on this, and I don't think we're even close, David. I don't think we're even scratching the surface on this. David: Yeah, and I think you're really not alone. Most people, when they think in terms of optimizing their sales funnel, they immediately think in terms of the tech. Right? What does the tech need to do? What do I need to have the tech do? And, once again, we're all about simplifying things. So when I'm doing work with clients, we first look at, okay, what needs to happen from a human standpoint? What words need to be said to which people at which times? At which intervals? And once you've identified that and you get something in place, you can test it out and see how it works. It's not like you put something in place and it's immediately perfect. But I'll go back to one of the mantras that I say over and over again to prospects and clients all the time. Done is better than perfect. You are far better off getting something reasonably good in place today than something perfect six months from now. Because that's six months worth of missed opportunities and so many people do that and don't even realize they're doing it. Jay: Yeah, I love that. Done is better than perfect because there are perfectionists out there. I also think that people need to recognize that, yeah, it may seem daunting, but if you get it done, and you get it at least defined to some degree, you're gonna save time over the next months and years because it's just gonna become automatic. And if you bring in new people, you're like, this is our system. And so, you know, a lot of that kind of haphazard nature will go away. And you'll have more time, not less time. David: Exactly. Another thing that we do in our approach, I look at a statement like that, analyze and optimize your sales funnel. And I just think of it in terms of the things that have to happen. If you send out a hundred emails, how many people reply? And of the people who reply, how many of them are ready to buy now? How many have specific dates in mind? How many are generally receptive? How many are rude, obnoxious, belligerent, disqualified? And how many don't reply at all? Because then it becomes process of elimination. If I send out a hundred emails and I hear back from seven people, that means that there's a hundred minus seven people that so far have been unresponsive. So the next message that I send to them can be designed to pull them in. It can reference the previous message and we can get more juice out of the fruit. Jay: Yeah, I love that. More juice, but also, that seven that you've spoken to, maybe you made customers out of two. What about the other five? What is your continuing message to those people? How do you stay in touch? You know, you've got to identify each group and how they're going to be handled going forward. And once you've maximized that, I've found it really starts to feed itself. And then it's kind of fun, right? Because I'm dealing with the leads that I got this month, but all of a sudden I get people who call me up and they're like, yeah, we talked three or four months ago, or yeah, we talked two weeks ago. I got your email, and you're like, you know, I didn't have to do anything, because I set up a system to handle that for me. David: Yes, and we have tracking sheets that we use, that we give to our clients to use, so that they can say, alright, I sent out 100 emails, that goes in the one column,

So many of us say we don't have shame, but it's hiding in the way we apologize, over-explain, and say yes when we want to say no. In this episode, I am joined by author, podcaster, and event host Shoshanna Raven, to talk about the internal limits that silently sabotage women's dreams, how shame silently runs your life in the background and how vulnerability can completely set you free. Shoshana shares the story of her herpes diagnosis, the spiral of self-abandonment that followed, and how telling the truth (first in private and then publicly) became the catalyst for her entire Living Brave movement. Get ready to step into the version of you who no longer hides. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS 00:00 How shame silently shapes women's behavior. 06:30 What's the difference between confidence and bravery? 10:45 The shame that steals your genius. 16:15 How telling the truth sets you free. 24:30 How to safely start telling the truth. 29:15 Why people follow you when they see you under pressure. 32:00 The energetic shift that opens infinite possibilities. 40:00 Beginner energy is your biggest advantage. 45:30 Why you can't win while fighting yourself. 47:30 How to build a brand that mirrors the woman you're becoming. 54:30 The tools you need to break your upper limits. RESOURCES Grab your copy of Shoshanna's book The Limit Does Not Exist HERE Learn more about Shoshanna Raven HERE Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Shoshanna: @shoshanna_raven

How do you go from hustling solo to running a scalable real estate business? In this Stay Paid Q&A, Luke Acree, Josh Stike, and Acree Brothers Realty take live calls from agents across the country to discuss how to build systems, track performance, and stay consistent in an unpredictable market. From picking the right CRM to turning Zillow leads into long-term clients, this episode breaks down what separates agents who survive from those who scale.

Good morning, afternoon, and evening, investors! Scott Carson here, fresh off our "Note Buying for Dummies" workshop, where the #1 lesson is always: market smarter, not harder! As one past coach put it about my students: "Scott knows his shit when it comes to raising capital marketing, and it works!" If you're tired of marketing being a 40-hour work week and want to blast past the competition, this episode is your blueprint. No more smoke signals – let's automate your success, even over holidays!In this episode, you'll learn:Holiday Marketing on Autopilot (Canva + CRM): Create stunning, personalized holiday greetings (Thanksgiving, Christmas, New Year's!) with Canva's AI design templates. Upload your headshot, brand it, and preschedule a year of warm touches to your entire database via your CRM. It's an extra touch that truly pays off!Social Media Domination (Buffer): Schedule all your content (those awesome Canva images!) across every platform with Buffer. Free for two channels (LinkedIn & Twitter!), or super affordable for more. Set it and forget it – your marketing machine keeps rolling while you're enjoying life!Video to Viral (OpusClip.ai): Turn long videos into dozens of engaging shorts for TikTok, Reels, and YouTube. OpusClip.ai auto-generates titles, copy, and hashtags, then mass-schedu les across all your profiles. For just $29/month, transform one interview into weeks of content!AI Avatar Marketing (HeyGen.ai): Create personalized videos with AI avatars (even of yourself – Santa Scott, anyone?). Upload your voice, type your script, and generate professional messages for holidays or deal announcements. Grab free tickets to their upcoming boot camp – why wait for 2026 for cutting-edge marketing?Delegate & Conquer (REVA Global VA Services): Overwhelmed? REVA Global offers phenomenal VAs to manage all these tools, from creating Canva images and posting to Buffer, to bookkeeping and due diligence. Free up your time with their expertise (check out their Black Friday VA placement deal!)Don't be a January 1st resolution casualty! The holidays are prime time to get ahead. These tools – Canva, Buffer, OpusClip, HeyGen, and REVA Global – are for smart investors like YOU. Stop waiting for deals and capital to fall into your lap. Automate your marketing, absolutely shock and awe your competition, and make 2026 your most profitable year yet. Go out, take some action, and we'll see you at the top!Watch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

A deep dive into data-driven marketing and entrepreneurship with Dr. Alexa D'Agostino, covering two decades of experience and insights.Persistence vs. Delegation: The biggest hurdles to scaling are a lack of persistence for those under $1 million and a CEO's inability to delegate and focus on strategy for those over $5 million.Data is More Than Numbers: Data is defined as buying behavior, what customers hate, when they click, and why they don't buy—it's crucial to listen to what the data is screaming, not to guess.The Shift in Content: Polished, overproduced content is hurting conversions. What converts now is "raw, real, fast, unedited" content like screenshots and behind-the-scenes looks, which builds trust and transparency.AI as an Amplifier: AI will not take over marketing teams but will change their roles, requiring more strategists. AI is only as good as the knowledge it's trained on, and it amplifies what you know.Relentless Execution: Dr. Alexa's secret sauce is "relentless execution"—moving faster, testing faster, and launching, learning, and tweaking instead of waiting for perfection.Avoiding Shiny Object Syndrome: Founders should focus on one offer and scale it to the $750K to $1.5M range to ensure enough profit to hire a dedicated team member before expanding to a second offer.Tracking Traction: Traction isn't always revenue; it can be momentum, interest, waitlist sign-ups, or acquisition interest, which indicates the need to pivot or double down.Single Channel Focus: Beginning entrepreneurs should focus on mastering one channel (e.g., TikTok for product, LinkedIn for education) where their consumer is, to build community, drive traffic, and avoid burnout.Top 3 Data Points: The most important metrics to track are Traffic (are they staying?), Conversion Rate (is the campaign working?), and Cost Per Sale/Lead.Low vs. High Ticket Sales Funnel: Social media acts as the top of the funnel to build trust. Low-ticket sales are a volume play, while high-ticket sales require deeper trust and a longer engagement journey (often six months or more).Essential Business System: Every founder needs a CRM (even starting with a basic spreadsheet like Excel) to capture leads, keep them warm, and follow up, as leads don't just "pop up."Value in the Age of AI: The true value an expert provides is in context, knowledge, and perspective, which AI cannot replicate because it has not lived the experience. This episode is NOT sponsored. Some product links are affiliate links, meaning we'll receive a small commission if you buy something.===========================⚡️PODCAST: Subscribe to our podcast here ➡ https://elevatemedia.buzzsprout.com/⚡️Need post-recording video production help? Let's chat ➡ https://calendly.com/elevate-media-group/application⚡️For Support inquires or Business inquiries, please email us at ➡︎ support@elevate-media-group.comOur mission here at Elevate Media is to help purpose-driven entrepreneurs elevate their brands and make an impact through the power of video podcasting.Disclaimer: Please see the link for our disclaimer policy for all our episodes or videos on the Elevate Media and Elevate Media Podcast YouTube channels. https://elevatemediastudios.com/disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Aviation News Talk, we begin with the developing details In this episode of Aviation News Talk, Max sits down with renowned safety expert Dr. Todd Conklin to explore some of the most important aviation safety lessons pilots can learn from Human & Organizational Performance (HOP)—a framework rooted in human factors, systems thinking, and the realities of how people actually perform in complex environments. Todd's work has shaped safety programs across multiple high-risk industries, and in this episode he explains how these ideas translate directly to aviation, both for professional pilots and general aviation flyers. Todd begins by reframing how pilots should think about safety. Safety is not a static condition or something you "have" because you passed a checkride; instead, safety is a capacity, similar to fuel, that must be built, protected, and constantly replenished. This capacity includes time to think, margin for error, resilience, and the ability to recover when something goes wrong. When pilots allow that capacity to shrink—through rushed planning, complacency, or pressure—they lose the very buffer that keeps small mistakes from becoming accidents. Max and Todd dive into the first HOP principle: people make mistakes. This simple truth is foundational in human factors but often overlooked in aviation culture. Many pilots implicitly believe that if they just try hard enough, they can deliver perfect performance, yet every flight includes small deviations and errors. The key isn't eliminating mistakes—it's ensuring the system has enough margin so those mistakes don't cascade into failures. This leads to the second principle: blame fixes nothing. Todd explains that blaming pilots for errors obscures the real question: What conditions made that mistake possible? Max shares an example from a flight club where an accident prompted a search for someone to blame. Todd counters that meaningful safety improvement comes from understanding system interactions rather than assigning fault. They then discuss the third HOP principle, learning is vital. High-reliability organizations routinely debrief their successes—not just failures—because the same system dynamics that allow a successful flight may also allow a failure under slightly different conditions. Todd notes that curiosity is one of a pilot's most important safety tools; pilots who continuously seek to understand their environment develop stronger mental models and better decision-making under pressure. The conversation then moves into one of the most powerful HOP principles: context drives behavior. Todd explains that people behave differently depending on the setting, expectations, and formality of the environment. Airline pilots operate within a highly formalized culture—uniforms, checklists, cockpit procedures, and CRM—that creates predictable behavior and reduces variability. GA pilots, by contrast, have to formalize their own environment, since they don't benefit from the same structure. Simple habits, like always dressing appropriately, using a structured briefing, or maintaining personal minimums, help create a context that supports safer flying. Finally, Todd discusses the last major HOP principle: how leaders respond matters. For pilots, this includes how they respond to their own errors, near-misses, and close calls. Near-misses, Todd says, are "gifts"—accidents without consequences—that provide an ideal opportunity to identify weak controls or missing margin. He distinguishes between near-miss good, where robust controls allowed recovery, and near-miss lucky, where the pilot simply avoided disaster by chance. Both are important signals, and both must be studied with honesty and without blame. Todd brings these concepts to life with vivid examples, including his well-known "Kenny the Alligator Wrestler" story and his experience working with Admiral John Meyer and the U.S. Navy's aircraft carrier operations. Through cross-training, structured practice, and better system understanding, the Navy dramatically reduced ground-handling incidents on carrier decks—reinforcing how resilience and margin must be intentionally built into high-risk operations. Max and Todd close by emphasizing that aviation safety advances through learning, innovation, curiosity, and margin, not perfection. For pilots, this means consistently planning ahead, making conservative decisions, building buffer into every phase of flight, and embracing the idea that mistakes are inevitable—but accidents don't have to be. This episode equips pilots with a deeper understanding of human factors, risk management, and the practical application of HOP principles, offering a richer, more realistic framework for staying safe in today's increasingly complex flying environment. If you're getting value from this show, please support the show via PayPal, Venmo, Zelle or Patreon. Support the Show by buying a Lightspeed ANR Headsets Max has been using only Lightspeed headsets for nearly 25 years! I love their tradeup program that let's you trade in an older Lightspeed headset for a newer model. Start with one of the links below, and Lightspeed will pay a referral fee to support Aviation News Talk. Lightspeed Delta Zulu Headset $1199 HOLIDAY SPECIALNEW – Lightspeed Zulu 4 Headset $1099 Lightspeed Zulu 3 Headset $949Lightspeed Sierra Headset $749 My Review on the Lightspeed Delta Zulu Send us your feedback or comments via email If you have a question you'd like answered on the show, let listeners hear you ask the question, by recording your listener question using your phone. Mentioned on the ShowBuy Max Trescott's G3000 Book Call 800-247-6553 Video of the Week: Kenny the Alligator Wrestler Dr. Todd Conklin's website Dr. Conklin's book: Pre-Accident Investigations Dr. Todd Conklin's podcast: Pre-Accident Investigations Check out our recommended ADS-B receivers, and order one for yourself. Yes, we'll make a couple of dollars if you do. So You Want To Learn to Fly or Buy a Cirrus seminars Online Version of the Seminar Coming Soon – Register for Notification Get the Free Aviation News Talk app for iOS or Android. Check out Max's Online Courses: G1000 VFR, G1000 IFR, and Flying WAAS & GPS Approaches. Find them all at: https://www.pilotlearning.com/ Social Media Like Aviation News Talk podcast on Facebook Follow Max on Instagram Follow Max on Twitter Listen to all Aviation News Talk podcasts on YouTube or YouTube Premium "Go Around" song used by permission of Ken Dravis; you can buy his music at kendravis.com If you purchase a product through a link on our site, we may receive compensation.

Brian Balfour, Founder & CEO of Reforge and former VP of Growth at HubSpot, joins Mostly Growth to explore why product-market fit is a moving target. He introduces the concept of the Product-Market Fit Treadmill, a state where rising customer expectations and competitive pressure make it harder than ever to stay ahead. Brian breaks down how AI has accelerated PMF collapse, explains the hidden costs of product adoption, and shares how Reforge shipped five AI-native products with a team of just 20 people. Packed with frameworks, strategic insight, and startup realism, this episode is essential listening for product leaders, operators, and founders navigating the next wave of GTM.—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetricsMetronome 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.com—LINKS:Mostly Metrics: https://www.mostlymetrics.comCJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Growth Unhinged: https://www.growthunhinged.com/Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/Brian Balfour: brianbalfour.comBrian on LinkedIn: https://www.linkedin.com/in/bbalfour/Slacker Stuff: https://www.slackerstuff.com/Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/https://brianbalfour.com/four-fits-growth-frameworkhttps://x.com/amasad/status/1981201454032703662?s=46https://getlatka.com/companies/firefliesaihttps://x.com/rowancheung/status/1988218743952916537?https://gamma.app/insights/how-we-built-a-usd100m-business-differently—RELATED EPISODES:When the marketing math doesn't math | with Emily Kramerhttps://youtu.be/sSuoV_YSrlwWhy Founders Are Posting Sad Dinnershttps://youtu.be/Zl6NSIHF2Gk—TIMESTAMPS:00:00:00 Preview and Intro00:01:51 Sponsors – Pulley, Metronome00:04:11 Introducing Brian Balfour & Reforge background00:07:22 Evergreen frameworks & Four Fits resurgence00:11:01 PMF treadmill and rising expectations00:14:26 AI shocks and PMF collapse (Chegg)00:16:43 CRM expectations & AI-native workflows00:20:44 R&D as ongoing cost to serve00:22:26 Customers buying based on future product velocity00:24:32 Communicating rapid releases & driving adoption00:25:17 Reforge's expanding AI product suite00:27:52 Product delivery vs. product adoption bottlenecks00:29:32 Platform distribution shifts introduction00:30:51 Evaluating emerging platforms00:32:04 The open → close platform cycle00:33:31 Moats, escape velocity & platform dominance00:36:32 Choosing major vs. emerging platforms00:40:22 ChatGPT dominance in AI discovery00:42:16 Hiring, resumes & filtering AI-generated applications00:43:30 AI note-taking market & “Flintstoning”00:47:03 Trying Gamma & AI-generated presentation tools00:50:08 AI onboarding innovations (WhatsApp agent)#MostlyGrowthPodcast #ProductMarketFit #BrianBalfour #StartupStrategy #Reforge This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

Episode Title: Peaceful Thunderstorm Ambience for Nighttime PeaceDescription:In this episode of Thunderstorm: Sleep and Relax in the Rain, immerse yourself in the calming sound of a gentle thunderstorm at night. Let the soft rumble of distant thunder and the rhythmic patter of raindrops create a peaceful atmosphere that soothes your mind and body. Imagine yourself wrapped in a cozy blanket, safe and warm, as the rain quietly falls outside your window.This episode is designed to help you unwind, release stress, and prepare for a restful night's sleep. Whether you need background sound for meditation, relaxation, or simply a moment of calm, the peaceful thunderstorm will guide you towards tranquility and deep rest.Tune in, close your eyes, and let the natural sounds of rain and thunder carry you away to a serene night filled with comfort and peace.DISCLAIMER

Episode Title: Gentle Thunderstorm Ambience to Help You UnwindDescription:In this episode, we invite you to relax and let go with the soothing sounds of a gentle thunderstorm. Discover how the soft patter of rain and distant rumbles can create a calming atmosphere, perfect for unwinding after a busy day or helping you drift into restful sleep. We also share simple ways to incorporate these natural sounds into your daily relaxation routine, bringing a peaceful pause to your mind and body.Remember to carve out a few moments just for yourself—sometimes all it takes is the gentle rhythm of a quiet storm to restore your calm and balance.Join us next time for more peaceful moments and mindful relaxation.DISCLAIMER

Episode Title: Soothing Rain Sounds for Relaxed Study SessionsDescription:In this episode, we dive into the calming effects of gentle rain sounds and how they can enhance your focus during study or work sessions. Learn how these natural rhythms help reduce stress, improve concentration, and create a peaceful environment for productivity. We'll also share tips on incorporating rain sounds into your daily routine to maintain a relaxed and balanced mindset.Take a moment to breathe deeply and let the soothing sound of rain wash away distractions, making room for clarity and calm in your day.Join us next time as we continue exploring simple ways to bring more peace into your life.DISCLAIMER

Episode Title: Relaxing Rain Sounds to Improve Sleep QualityDescription:In this episode, we explore how the gentle sounds of rain can help improve your sleep quality. Discover the calming effects of rain sounds and how they create a peaceful environment that soothes the mind and body. We also share tips on incorporating rain soundscapes into your nightly routine to promote deeper, more restful sleep.Take a few moments each night to unwind with the natural rhythm of rainfall—it's a simple way to enhance relaxation and recharge for the day ahead.Join us next time as we continue sharing ways to bring calm and relaxation into your daily life.DISCLAIMER

Episode Title: Gentle ASMR Thunderstorm Ambience for Calm SleepDescription:In this episode, we invite you to unwind with the gentle sounds of a thunderstorm, carefully crafted to help you relax and drift peacefully into sleep. Experience the soothing ASMR ambience of rain, distant thunder, and soft wind, designed to ease your mind and create a calming atmosphere. Whether you need a moment to de-stress or want to improve your sleep quality, this episode offers a natural escape to tranquility.Remember to take a few minutes each night to listen and let the peaceful rhythm of the storm wash away your worries. Embrace these quiet moments as a simple yet powerful way to nurture your well-being.Join us next time for more calming sounds and relaxation techniques.DISCLAIMER

A quick bonus episode giving you the full rundown of my Black Friday sales (including links, codes, and a few affiliate deals I think you should know about) so that you can easily decide what to shop this Thanksgiving week. See ALL the details of my biggest sale of the year here: https://elizabethmccravy.com/bf Showit Website Templates are 35% Off: https://elizabethmccravy.com/shop All my Showit templates (both full sites and add-ons!) are 35% off, including the “All the Add-Ons Ever” bundle (which is deeply discounted already!). Whether you're planning a brand-new site or want some add-ons for your current one, this is the best time to shop.Podcast Success Blueprint is 15% Off: https://elizabethmccravy.com/psb This is my course all about podcasting. It walks you step-by-step through starting and growing a podcast, from choosing your niche and launching to marketing, monetization, and building sustainable systems, PLUS advanced training on hosting, interviews, and earning income without a big audience.Booked Out Designer is $800 Off: https://elizabethmccravy.com/bod Booked Out Designer is returning to its ORIGINAL BETA PRICE (hear me talk about the beta during episode 110 and listen to this episode to hear what's changing). Inside, I teach you how to build a profitable, sustainable, in-demand service business.Affiliate deals (starts at 12:35)Flodesk email marketing software: This is your LAST chance to sign up and get the same low monthly price regardless of how big your list grows! Use code ELIZABETH for 50% off your first year at https://elizabethmccravy.com/flodesk Dubsado: I've used the same CRM since Day 1 of my business. Use code ELIZABETH30 for an extra discount before December 1st at https://elizabethmccravy.com/dubsado Haute Stock: This is my favorite stock photo and video company. Head to elizabethmccravy.com/hautestock to get $150 off your annual subscription.Riverside: If you want to record for video for your podcast or Youtube (solo or guest episodes!), you need Riverside. My favorite feature is the AI-generated clips that help me share on social media. Get 35% off annual plans with the code BF2025 here: https://elizabethmccravy.com/riverside 

Today, Dave Sullivan chats with Matt Tyner, who's the VP of Marketing at Bone Dry Roofing. They dive into what really works when it comes to marketing for roofing contractors. Matt talks about how to find the right balance between digital and traditional advertising, why building a trustworthy brand matters, and which metrics are actually worth tracking. He also explains how marketing and operations can work hand-in-hand. Plus, Matt shares why getting involved in your community and focusing on real human connections, rather than just relying on AI, can make a big difference in customer service. You'll hear plenty of practical tips for growing your business in a sustainable way. If you're a contractor looking to boost profits, run things more smoothly, and build strong relationships with your customers, this episode is packed with useful advice.What you'll hear in this episode:Importance of effective lead capture and management for roofing contractorsDifferences in marketing strategies between HVAC and roofing industriesSignificance of brand building and community involvement in marketingThe role of traditional advertising channels (TV, billboards) in enhancing brand awarenessNecessity of tracking key performance indicators (KPIs) for marketing effectivenessImpact of customer experience and trust on lead conversion and retentionEvolving role of AI in marketing and customer interactions within the roofing industryStrategies for nurturing leads and maintaining customer relationships over timeThe challenges of marketing for multi-location roofing companies and the need for localized contentConsistent processes in soliciting customer reviews and optimizing SEOResources:Connect with Matt!Bonedry.comLinkedInmatttyner@bonedry.comConnect with Dave!Text Dave: (510) 612-1450Free Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

Sales leadership isn't just about hitting numbers—it's about creating a strategic framework that transforms your entire organization into a revenue-generating machine. When you shift from viewing sales as a transactional function to positioning it as the strategic heartbeat of your company, everything changes. In this conversation with John Allen, CRO of GNA Partners, we explore how to build a consultative selling culture that puts customer outcomes first. John shares his journey from operations to sales leadership, revealing how his operational background became his secret weapon in creating systematic approaches to revenue generation.  The Power of Operational Thinking in Sales Coming from an operations background gave John a unique perspective on sales strategy. Instead of relying on gut feelings or "the way we've always done it," he applied systematic thinking to every aspect of the sales process. This operational mindset became the foundation for scaling GNA Partners from a lifestyle business to a national player in the HR outsourcing space. Building a Revenue Culture That Actually Works Creating visibility into key metrics was the first step in transforming GNA's sales organization. By implementing Salesforce and making pipeline data transparent across the team, John created accountability and clarity around what success looks like. But transparency alone wasn't enough; the team needed to understand how their individual contributions connected to the company's broader strategic goals. The Two-Opportunities-Per-Week Framework After analyzing five years of data from top performers, John discovered something remarkable: the highest-producing reps consistently added two legitimate opportunities to their pipeline every week. This simple metric became the North Star for the entire sales organization, cutting through the noise of countless KPIs to focus on what truly drives results.  Here's what you'll learn from this episode: How to transition from transactional selling to strategic consulting that builds long-term client relationships. The systematic approach to onboarding new sales talent that accelerates time-to-productivity. Why pipeline coverage ratios matter and how to calculate the right targets for your team. The critical role of sales leadership in reinforcing methodology through hands-on coaching. How to create accountability systems that drive consistent performance across your sales organization. John's approach proves that when you combine operational discipline with consultative selling principles, you create a sustainable competitive advantage. His insights on balancing pipeline development with rep growth offer a roadmap for any sales leader looking to scale their organization effectively.  Whether you're struggling with inconsistent performance, looking to implement a proven sales methodology, or seeking to create better alignment between sales and operations, this conversation provides actionable strategies you can implement immediately. Key Moments of This Episode 00:00:00 - Customer-Centric Sales Philosophy: Focus on People and Relationships Sales success requires removing noise and focusing on adding two legitimate opportunities weekly to your pipeline. People buy from people, making the customer experience and relationship-building the ultimate differentiator when all providers offer similar solutions. 00:01:14 - Meet John Allen: CRO Journey from Banking to HR Outsourcing Leadership John Allen shares his 17-year journey at GNA Partners, transitioning from JP Morgan banking to becoming CRO of a Professional Employer Organization serving 4,500+ clients nationwide with comprehensive HR outsourcing services. 00:03:52 - Family Business to Private Equity: GNA Partners' Growth Transformation GNA Partners evolved from a family-owned business founded by John Allen Sr. and Tony Gralva to a private equity-backed company with TPG Capital, positioning for significant growth in the PEO space. 00:08:25 - Elevating Sales from Revenue Engine to Strategic Leadership Function Transforming sales teams from transactional order-takers to strategic consultants requires understanding client operations and positioning solutions through the customer's lens, focusing on business efficiency and profitability rather than just hitting numbers. 00:13:27 - Shifting from Transactional to Strategic Partnership Selling Successful sales transformation requires expertise in your field, maintaining a robust pipeline to eliminate desperation, and approaching conversations as collaborative problem-solving sessions rather than traditional sales pitches focused on closing deals. 00:21:03 - Building Revenue Culture Through Visibility and Measurement Systems Creating a revenue-focused culture starts with implementing CRM systems like Salesforce for complete visibility, establishing clear quotas and forecasts, and connecting individual sales goals to broader company objectives and resource allocation. 00:28:22 - The Two Opportunities Per Week Formula for Sales Success Analysis of top performers revealed a consistent pattern: adding two legitimate opportunities weekly (96 annually) correlates directly with quota achievement, providing sales teams a clear, actionable KPI to focus on. 00:33:33 - Operationalizing Sales Onboarding: From Hiring to Pipeline Generation Effective onboarding varies by experience level, featuring 90-day programs covering industry knowledge, tools training, and providing 600-750 vetted accounts to new reps, ensuring a systematic approach to sales development and early performance assessment. 00:43:32 - Implementing Sales Methodology: Sandler Selling System Integration GNA Partners adopted the Sandler selling methodology company-wide, requiring certification for all reps and parallel training for sales leaders to ensure consistent reinforcement and application of consultative selling principles. 00:50:56 - Sales Leadership Excellence: The Four Critical Competencies Effective sales leaders must excel in at least two-three areas: recruiting talent, understanding and selling the product, mastering sales enablement tools, or being exceptional at closing deals to maintain credibility and effectiveness. About John G. Allen John G. Allen is the Chief Revenue Officer for G&A Partners. Under his leadership, G&A's sales organization has experienced consistent new business growth year-over-year. Prior to this role, John was the Executive Vice President of Sales for G&A. He spent the early part of his career working for JPMorgan as a banker for its energy corporate and private banking groups before joining G&A in 2009. John earned a Bachelor's degree in finance from Brigham Young University and a Master of Business Administration from the University of Texas. He is actively involved in his church, the Boy Scouts of America, and youth sports in his community. Follow Us On: ·         LinkedIn ·         Twitter ·         YouTube Channel ·         Instagram ·         Facebook Learn More About FlyMSG Features Like: ·         LinkedIn Auto Comment Generator ·         AI Social Media Post Generator ·         Auto Text Expander ·         AI Grammar Checker ·         AI Sales Roleplay and Coaching ·         Paragraph Rewrite with AI ·         Sales Prospecting Training for Individuals ·         FlyMSG Enterprise Sales Prospecting Training Program Install FlyMSG for Free: ·         As a Chrome Extension ·         As an Edge Extension  

What does it take to navigate tariffs, rate cuts, and AI disruption all at once?Hosts Kevin Brown and Tom Burton break down the week's headlines that matter most to manufacturers and distributors, from the U.S. government shutdown and Fed policy to the emerging reality of AI‑driven decision‑making and agentic commerce. Discover why contextual intelligence is now a core leadership skill and how data strategy can turn economic uncertainty into competitive advantage. What You'll Learn:Why the shutdown's “fix” is really a delay until January 31, and how prediction markets like Polymarket quantify that risk The truth about tariffs and refund rumors, and why smart pricing beats policy guessworkWhat the Fed's next decision means for capital, lending, and distribution growth plans How AI‑enabled CRM and customer intelligence platforms deliver clarity from chaos Why leaders who blend economic awareness + data fluency will own the next decade of wholesale innovation Episode Highlights:03 : 12 –  The shutdown “ends”… or does it? Budget reset and political realities behind the deal 16 : 40 –  Prediction markets vs. traditional polls: how Polymarket nailed its forecast 31 : 25 –  Rate‑cut drama: inside the Fed meeting math and the Burton Market prediction 48 : 07 –  Tariff talk decoded, methodology matters more than headlines01 : 03 : 14 – Refunds or fantasy? Legal complexity of tariff paybacks explained01 : 14 : 58 –  AI and contextual intelligence: from theory to tool sets inside LeadSmart Channel Cloud™ 01 : 28 : 47 –  Final takeaways, leadership, data literacy, and the new rules of economic resilience Meet the Hosts:Kevin Brown and Tom Burton are co‑founders of LeadSmart Technologies, creators of LeadSmart Channel Cloud™, an AI‑enabled Customer Intelligence and Smart CRM platform purpose‑built for manufacturers and distributors. They bring decades of experience in distribution operations, software engineering, and data strategy to help leaders turn siloed information into growth insight.Tools & Frameworks Mentioned:LeadSmart Channel Cloud™ — Unified AI CRM for distributors & manufacturers Context Engineering — Aligning AI systems with business intent Agentic Commerce — Autonomous AI workflows for B2B transactions Prediction Markets (Polymarket) — Crowdsourced economic signal analysis Customer Intelligence Framework — Transforming ERP and CRM data into actionable insight Closing Insight:“AI doesn't replace relationships, it reinforces them by removing friction.” — Kevin Brown Leave a Review: Help us grow by sharing your thoughts on the show.Learn more about the LeadSmart AI B2B Sales Platform: https://www.leadsmarttech.com/ Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.

In this episode of the Scaling Japan Podcast, we welcome Ignacio Davalos, Content Strategy Director at AIM B2B (a Custom Media company) and an experienced marketer who has led full-funnel B2B and B2C programs for brands like L'Oréal, Gengo, and Lionbridge.Ignacio breaks down how LinkedIn is actually used in Japan, who the real users are, what types of campaigns perform well, and why Western lead-generation playbooks often fail when applied to the Japanese market. He shares practical insights on localization, targeting, tool integrations, and campaign structure, backed by multiple real case studies.If you're a marketer, consultant, or B2B advertiser looking to run LinkedIn campaigns in Japan, this episode gives you a tactical, Japan-specific guide to what works and what doesn't.This episode is sponsored by Custom Media, Tokyo's leading integrated marketing and PR agency since 2008, helping global brands expand across Japan and APAC.They can help you with:Localized storytelling to build trust in Asian marketsStrategic performance marketing (including LinkedIn Ads)Account-based marketing (ABM), paid media, GEO, and SEOHubSpot-certified CRM and marketing automationData-driven implementation with cultural expertiseLearn more about AIM B2B here: https://hi.switchy.io/h7TM 00:29 – Introduction 00:56 – Guest Introduction 03:03 – LinkedIn user numbers & growth 07:09 – User demographics in Japan 11:41 – Competitors to LinkedIn 14:10 – How Western companies use LinkedIn 15:50 – How Japan uses LinkedIn differently 18:34 – Japanese vs Western tool integrations 26:30 – French newspaper case study 28:50 – Strengths of LinkedIn as an ad platform 34:39 – Cybersecurity case study 37:29 – How to build a successful awareness-phase campaign 40:10 – Localization of messaging & targeting 48:23 – Japanese vs English ads 49:50 – Pitfall: MBA campaign with low results 51:16 – Common mistakes in follow-up and nurturingConnect with Ignacio Davalos on LinkedIn – linkedin.com/in/ignaciodavalos Link to GEO Strategy Online Webinar from AIM B2B: https://aim-b2b.com/lp/the-master-generative-engine-optimization-strategy/ Looking to take your business to the next level?Let our host Tyson Batino help you scale your company from $100,000 to $10,000,000 with personalized coaching and advisory.

I had a moment on a recent podcast interview that hit me straight in the soul. In this episode, I'm talking about the identity-shifting moments of my life, growing up isolated in a religion, getting bullied, facing constant rejection door-to-door, and later the public judgment that came with building a business. These are the exact moments I used to resent, and they're now the ones I'm most grateful for. I'm breaking down how resistance, shame, judgment, and even the stuff you never tell anyone ends up becoming the exact training that equips you for your calling. Get ready to shift into the identity of a woman who knows everything is happening for her next level. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS The quote that completely reframed my understanding of trauma. How childhood isolation, judgment, and rejection built the resilience I rely on today. Why resistance, trolls, and misunderstandings are signs you're breaking patterns. Where you're unintentionally giving your power away in business and life. The “resistance training” mindset that changes how you approach every challenge. RESOURCES Try the new Glōci Glow & Debloat flavors HERE Apply for our Elite Entrepreneur Mastermind HERE Get on the waitlist for MCM Mastermind HERE Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

Today I'm joined by Jim Keffer, CEO of Keffer Auto Group. We break down his radical 10-year buyout model, why he hunts “unicorn” operators instead of centralizing, and how underperforming rooftops become high-ROI assets. Jim also explains the math behind buying broken stores, the traits that separate true owner-operators, and the coming shakeups he sees from Carvana, CarMax, and digital retailing. It's a candid, transparent look at a model most dealers never get to see up close. This episode is brought to you by: 1. Lotlinx - What if ChatGPT actually spoke dealer? Meet LotGPT — the first AI chatbot built just for car dealers. Fluent in your market, your dealership, and your inventory, LotGPT delivers instant insights to help you merchandise smarter, move inventory faster, and maximize profit. It pulls from your live inventory, CRM, and Google Analytics to give VIN-specific recommendations, helping dealers price vehicles accurately, spot wasted spend, and uncover the hottest opportunities — all in seconds. LotGPT is free for dealers, but invite-only. Join the waitlist now @ Lotlinx.com/LotGPT 2. vAuto - The average car sits 45 days before getting shipped to another store — hoping it'll sell faster somewhere else. But guess what? Once it lands there, it usually sits another 30 days. On paper, that looks fine. In reality, that car's been tying up capital for 75 days — bleeding margin the whole time. The fix? Get the car to the right store on day one — or move it before the clock runs out. Because every day you wait, you're losing gross you'll never get back. Check out vAuto's new guide on centralized inventory management @ ⁠https://www.vauto.com⁠⁠⁠⁠ 3. CDG Circles - A modern peer group for auto dealers. Private dealer chats. Real insights — confidential, compliant, no travel required. Visit @ https://cdgcircles.com/ to learn more. Check out Car Dealership Guy's stuff: For dealers: 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: 00:08 Biggest challenge in the car business? 00:52 How does the decentralized model work? 03:41 What is the buyout model? 07:08 How to find the right operators? 32:48 How does goodwill depreciation work? 33:15 How to identify and hire talent? 34:01 Biggest used car sales challenge? 37:45 Balancing sales efficiency with customer experience? 58:18 Future of car dealerships? 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

In this conversation, Seth Williams shares his journey in the investing world, focusing on land investing and self-storage. He discusses the unique strategies he employed to acquire land at low costs and the transition to self-storage facilities. Seth also introduces his CRM software, Stride CRM, designed specifically for land investors, and shares insights on scaling his business while overcoming various obstacles. He reflects on the lessons learned from building a self-storage facility and emphasizes the importance of consistency and adaptability in business growth.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, we have Marcus Ogden—a former NFL offensive lineman, bestselling author, keynote speaker, business coach, and host of the “Get Authentic with Marcus Ogden” podcast. Marcus then outlines his recent speaking engagement for Fayetteville State University's fintech conference, titled “From Setbacks to Startups: How Resilient Leaders Thrive in a Tech‑Driven World.” He stresses that setbacks are primed for comebacks and introduces his BISON mindset framework—Boldness, Integrity, Self‑awareness, Ownership, and Never quit—as a guide for leadership, marketing, sales, and personal growth. He recounts his own low point—being fired twice, working a graveyard‑shift custodial job, and hitting rock bottom—before pivoting to public speaking in 2013, eventually securing paid gigs, coaching Fortune 500 clients, and building a robust team of specialists who support his podcast, CRM, operations, and creative production. Finally, Marcus offers key CEO nuggets: always listen to the paid team, treat lines of credit as liabilities once used, and view the CEO role as a responsibility to serve and uplift the people under your charge. Website: marquesogden.com LinkedIn: marquesogden Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.    I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

Have you been wondering what's the best way to set up your CRM? Today's session is going to be a mix of a case study and answers to some specific questions I've been getting lately about Systems in Session. I thought Megan Norman would be the perfect person to bring on because she's been part of my world for a while—first as a Blueprint student, then as a one-on-one client when she hired me for an audit. After that, she joined Systems in Session and gave her entire business a serious glow-up from that perspective. Now, she's part of my retainer program.Find It Quickly00:25 - Client Relationships and Long-Term Engagements01:24 - Megan's Journey with Systems in Session04:42 - The Blueprint Course Evolution06:37 - Audit and Systems Overhaul09:42 - Customizing Workflows for Maximum Efficiency22:07 - Reintroducing the Baby Plan26:36 - Client Experience Enhancement27:09 - Adapting to Business Changes28:08 - The Value of Revisiting Systems29:20 - Hands-On System Implementation32:29 - Maximizing Efficiency During Peak Times33:41 - Elevating Client Experience Post-Booking36:35 - The Importance of Detailed Workflows44:02 - The Benefits of System AuditsMentioned in this EpisodeSystems in SessionCRM BlueprintSystems in Session: Mastering Your Client Journey ft. Erin Belles (a Done-With-You Dubsado Setup Case Study!)Connect with MeganWebsite: megannorman.comInstagram: instagram.com/megannormanphotographyFacebook: facebook.com/MeganNormanPhotography

Episode Title: Rain Sounds for Studying: Gentle Rain on LeavesDescription:In this episode, we focus on the calming effect of gentle rain falling on leaves and how these natural sounds can boost concentration and create the perfect atmosphere for studying. Discover how the soothing rhythm of rain can help you reduce stress, improve focus, and make study sessions more productive. We'll also share tips on incorporating these rain sounds into your daily routine to foster a peaceful and focused mindset.Remember to carve out quiet moments with nature's gentle rain to enhance your learning experience and bring calm to your busy day.Stay tuned for our next episode as we continue exploring sounds that help you find your calm.DISCLAIMER

Episode Title: ASMR Sounds for Sleep: Gentle Raindrop White NoiseDescription:In this episode, we explore the soothing power of ASMR sounds, focusing on the gentle raindrop white noise that helps ease the mind and promote restful sleep. Discover how the delicate rhythm of raindrops can create a peaceful atmosphere, perfect for unwinding after a busy day. We also share tips on incorporating these calming sounds into your nightly routine to improve sleep quality and reduce stress.Take a moment tonight to relax with the soft patter of raindrops and let your worries wash away. Small moments of calm like this can have a big impact on your overall well-being.Join us next time as we continue to find new ways to bring peace and relaxation into your life.DISCLAIMER

Episode Title: Thunderstorm Sounds for Sleeping: Calm Midnight StormDescription: In this episode, we dive into the soothing effects of thunderstorm sounds on sleep quality. Discover how the gentle rumble of a midnight storm can help quiet your mind and create a peaceful atmosphere for rest. We share tips on using these natural sounds as a sleep aid, along with simple relaxation techniques to help you drift off more easily.Take a moment tonight to unwind with the calming presence of a soft thunderstorm—it might be the key to a deeper, more refreshing sleep.Join us next time as we explore more ways to bring calm and relaxation into your daily life.DISCLAIMER

Episode Title: Relaxing for Sleep: Balcony Night RainDescription:Welcome to this soothing episode of "Let's Sleep," where the gentle sound of rain falling softly on a balcony at night creates the perfect backdrop for relaxation and deep rest. Imagine sitting comfortably on your balcony, wrapped in a cozy blanket, as the cool night air carries the rhythmic patter of raindrops around you. The calming ambience invites you to let go of the day's worries and drift effortlessly into peaceful sleep.This episode captures the serene harmony of nighttime rain, blending natural sounds that help quiet your mind and ease tension. Whether you're winding down after a busy day or seeking a tranquil moment before bedtime, the rain on this quiet balcony will guide you gently toward calm and restoration.Let the soothing night rain wash over you, creating a restful space where your thoughts slow down and your body relaxes completely. Press play, close your eyes, and allow yourself to be carried away by this peaceful rainy night.DISCLAIMER

Your past doesn't disqualify you, it can develop you. In this episode, I sit down with the incredible Lauren Robuck, founder of Ginneca Row. We talk about the real startup costs, the fulfillment mistake almost everyone makes too early, and the mindset shifts that helped her scale from scratch to 42 stores nationwide using nothing but cold outreach and organic growth (no paid ads, no celebrity gifting budget, no connections). She also shares about growing up between two homes, developing OCD as a way to cope with feeling out of control, and doing the inner work that helped her reclaim her peace, presence, and identity. Tune in and get ready to elevate how you show up as a founder, leader, and creator. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS 00:00 Meet Lauren Robuck, CEO of Ginneca Row. 07:00 What parts of your upbringing actually helped you become who you are? 11:15 Why every founder should experience customer service before launching a brand. 17:30 The internal dialogue every entrepreneur faces. 22:15 The costs to start a product-based business. 29:30 What happens when you outsource fulfillment too early? 37:00 What solo travel teaches you about self-trust, identity, and reinvention. 44:30 How do you stay in love with what you're doing? 50:00 Behind the scenes of building a brand with your partner. 59:30 Advice to entrepreneurs about building in a saturated market. 01:02:30 Where do you want your business to be in a year? RESOURCES Shop Ginneca Row HERE! Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Lauren: @laurenrobuck

As the final months of 2025 ebb away, it is time once again to pause, reflect, and openly acknowledge the gratitude we feel. From great companies that make great stocks possible, to the unifiers who build bridges instead of walls, to the quiet power of candles and the people who share their flame — this episode celebrates them all. David even offers five simple ways you can build a bridge in your own life this week. This week's podcast is an expression of thankfulness for what inspires us, what drives us, and what reminds us why we invest. Let's feel grateful together. Companies mentioned: AAPL, CMG, CRM, SHOP Sign up for The Motley Fool's Breakfast News here: www.fool.com/breakfastnews Order David's Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/   Host: David Gardner Producer: Bart Shannon   Learn more about your ad choices. Visit megaphone.fm/adchoices

Download our “Tell a Better Story, Win Better Clients” E-book at https://working-towards.com/Want to 10X your blue collar or traditional business using technology?Ben Simpson, Managing Director and Co-Owner of MyWorkwear, reveals exactly how he modernized a 49-year-old workwear manufacturer and grew it more than 1,200 percent without losing the core values that made the company special.In this conversation, Ben breaks down the real playbook behind transforming a legacy business into a systemized, data-driven growth engine.We cover:• How to modernize a blue collar business without breaking what already works• The systems that replaced 40 filing cabinets and manual processes• Why culture and people matter more than any technology stack• How to use ERP, CRM, BI tools, and AI agents to create compounding efficiency• Turning brand awareness into long-term, high-value customers• The future of AI inside traditional industries• How MyWorkwear became one of the UK's standout players in workwear and apparelIf you're building, scaling, or modernizing any operations-heavy company — manufacturing, apparel, logistics, trades, services, e-commerce — this episode delivers a rare inside look at how to evolve fast without chasing shiny objects.Connect with Ben SimpsonLinkedIn: https://www.linkedin.com/in/ben-simpson-myww/?originalSubdomain=ukWebsite: https://www.myworkwear.co.uk/Facebook: https://www.facebook.com/myworkwearcoAbout MyWorkwearA leading UK supplier of branded uniforms and workwear, serving thousands of businesses nationwide with a unique mix of modern systems and traditional manufacturing expertise.

Do you have a CRM system (Customer Relationship Management)? CRM tools have become a bit diluted over the years. But, a true CRM system can drive leads for your business like no other. In this Quick Hit, you'll learn from Jason Kramer, the Founder & CEO of Cultivize. They're your CRM guru for sales, marketing, and agency teams. Visit AfterTheLead.com and use code: StrategicCounsel to get $50 off the Profit Path sales tracking tool. Check out the full episode here

Get ready for an emotional and inspiring ride as Matthew Starobykhovskiy shares his story with Pace - from being homeless to closing creative deals in SubTo and joining Owners Club! You'll hear about his multifamily properties in Texas the mindset shift that made it all possible, and the exciting things he's working on now - including including his own upcoming Mastermind! If you've ever doubted what's possible, this episode is for you... Real talk. Real transformation. Real wins!!! Matthew's Multifamily Mastermind is coming soon. Don't miss out! http://telosmastermind.com Follow Matthew:   / househuncho   ➡️ 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

The business rules are changing again. In this episode, Chris and I break down the four trends every founder must master to win in 2026. We talk about why Facebook traffic is surprisingly surging again, why micro-offers and paid ads are officially non-negotiable, the return of phone sales, and what AI is unintentionally doing to your customers' buying psychology. Get ready to step into the strategies that will actually move the needle in 2026! Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS Why Facebook traffic is exploding again right now and will dominate 2026. Micro-offers and low-ticket tripwires are the new growth strategy. Phone sales are outperforming sales pages (even on $500–$2k offers!) How AI overload and fake content are making in-person connections more valuable. Why in-person events, activations, and workshops convert higher in 2026. RESOURCES Try the new Glōci Glow & Debloat flavors HERE Apply for our Elite Entrepreneur Mastermind HERE Get on the waitlist for MCM Mastermind HERE Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Chris: @chriswharder

Send us a textThis week's customer experience and marketing technology updates highlight a clear shift toward deeper intelligence, tighter collaboration, and more secure enterprise-grade platforms. CallMiner strengthened its conversational analytics footprint with the acquisition of VOCALLS, while Contentstack expanded its composable ecosystem by launching the new Data and Insights solution. Mosaicx introduced the next generation of its Engage platform, and Salesforce continued its march toward unified workflows by embedding Slack directly into CRM collaboration. In the government and regulated markets, Talkdesk achieved FedRAMP authorization for its CX Cloud Government Edition, signaling a major milestone for secure cloud CX. Meanwhile, Treasure Data rolled out five new AI suites aimed at enhancing customer experiences, Uniphore unveiled a new suite of AI marketing agents, and Zeta Global provided fresh details on its new Zeta Answers offering—collectively reflecting increased innovation and maturity across the CX and martech landscape.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=85vq3s9786EQuestions for Panelists?

A prettier logo won't fix a broken offer. In this episode, I sit down with creative director and brand strategist Rachel Pesso, and we talk about when to rebrand, what actually moves revenue, and how to build a brand that matches the depth of your work. Rachel breaks down the signs you're out of alignment, the clarity you need before you touch fonts and colors, and the user-experience shifts that turn your website from “pretty brochure” into a conversion tool. We also riff on serial content, photo shoots that elevate your positioning, and creating a through-line when you're a multifaceted founder. Get ready to learn how to design a brand that not only looks incredible but feels like the next level version of you. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/earnfree Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to  makeheadway.com/happy. HIGHLIGHTS 00:00 Meet Rachel Pesso, creative director, brand designer, and my long-time collaborator. 08:30 Why brand evolution is normal and necessary. 12:00 How to start building cohesive branding as a beginner. 18:00 How to know when your brand is out of alignment. 25:00 The brand alignment method for bridging the gap between who you are and how your brand shows up. 33:00 How I created a cohesive look between all my brands. 40:00 How your visual identity affects confidence and momentum. 45:00 Why “niching down” isn't always the answer for visionary founders. 46:00 The biggest mistakes that cost entrepreneurs money when rebranding. 50:00 How do you keep your creative projects and clients on track? 55:00 Why your brand should reflect who you're becoming, not just who you are now. RESOURCES Take Rachel's Brand Alignment Quiz HERE! Book a Brand Alignment Intensive HERE! Learn more about Rachel Pesso HERE! Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Rachel: @rachelpesso

Show highlights include:  00:00 – Intro01:10 – Insights vs. Actionable Insights05:28 – Understanding Social CRM & Platform Integration09:31 – Building a Unified, Holistic Client View12:54 – Social Listening, Keyword Tracking & Prospecting15:08 – Hyper-Personalized Outreach That Converts18:31 – Automation, Intake Forms & Scaling Engagement20:37 – CRM as the Engine of Your BusinessBrian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the business - the place where data, insights, and action come together.Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Meet Melissa Helmbrecht