Podcasts about CRM

In this episode of the Grow A Small Business Podcast host Troy Trewin interviews Giuseppe Grammatico founder of The Franchise Guide shares how he left J P Morgan to build and successfully sell a building services business before helping aspiring entrepreneurs find the right franchise He reveals why time freedom matters more than money how consistency and leadership fuel sustainable growth and why every business owner should plan their exit from day one while creating a business that can thrive without them. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Giuseppe Grammatico shares that the hardest part of growing a small business is taking full ownership of every decision and learning to be decisive especially when you have never owned a business before He explains that new entrepreneurs often overthink their choices and second guess themselves but success comes from making confident decisions learning from mistakes and adapting quickly as the business grows. What's your favorite business book that has helped you the most? Giuseppe Grammatico shares that the business book that has helped him the most is Traction by Gino Wickman because it provides a practical framework for building and managing every aspect of a business He also highly recommends The E-Myth Revisited by Michael E. Gerber for teaching entrepreneurs how to create systems that allow a business to grow beyond the owner. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Giuseppe Grammatico shares that podcasts have become his primary source of learning and he recommends The How of Business by Henry Lopez for practical business ownership advice Profit Comes First by Rocky Lalvani for mastering business finances and cash flow and podcasts by Dan Buettner and Mike Chang for improving health and performance because a healthy entrepreneur builds a stronger business. What tool or resource would you recommend to grow a small business? Giuseppe Grammatico shares that a powerful CRM like Go High Level is one of the best tools for growing a small business because it automates emails text messages AI phone calls social media and customer follow ups in one place He also recommends Sequence as a valuable financial tool for implementing the Profit First system and automating cash flow management. What advice would you give yourself on day one of starting out in business? Giuseppe Grammatico shares that if he could go back to day one he would remind himself that entrepreneurship is not a straight path and that challenges are part of the journey He advises new business owners to stay focused on their purpose adapt to change develop thick skin and build a business that creates freedom while enjoying the process instead of waiting for the destination.  Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: The best business decisions come from taking action not waiting for certainty - Giuseppe Grammatico Build a business that creates freedom because success means nothing without time to enjoy it - Giuseppe Grammatico Every challenge in business is an opportunity to learn adapt and grow stronger - Giuseppe Grammatico      

Send us Fan MailWe pressure test cold calling with Kenslee from Platinum and land on a simple truth: it works when the list is clean, the script is tight, and the follow-up system runs in the background. We share real numbers from a 1,000-dial month, plus how we balance cold outreach with retention, referrals, and mindset so growth actually sticks. • why cold calling still belongs in a property management BDM toolkit • building a qualified landlord call list using RP Data and ID4me • handling “Where did you get my number from?” without losing confidence • using offshore VAs for data scraping, admin support, and follow-up tasks • defining a lead as “yes, send me info” and logging everything into a CRM nurture campaign • what 950 to 1,000 calls can produce in leads and new managements • realistic ramp-up timelines for new BDMs and new territories • relationship manager vs BDM and when an SDR or appointment setter makes sense • calling existing clients, investor audits, and why phone beats long emails • churn rate as the hidden metric that decides whether growth matters If you are thinking that you wanna do cold calling and maybe your numbers aren't there and you need to do something- then reach out to Kenslee, who can help you with how she developed her scriptThis podcast is sponsored by PropertyMe.Australia's #1 Property Management Software. www.propertyme.com.au Detector Inspector | Safer Homes

Don’t get left behind on AWS! Don’t get left behind on AWS! Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ In this episode, we go deep inside the AWS Marketplace with Louise Strandoo, who spent nearly a decade building AWS’s marketplace business from the ground up and now leads partner development for AWS’s data, analytics, and storage practice. Louise unpacks COST, the six-pillar framework her team built by studying what actually separates hypergrowth startups and billion-dollar sellers from partners who treat marketplace as a side project. We break down why operational excellence has to be in place before you ever enable your sales team, why executive sponsorship from the top of the organization is what keeps a marketplace strategy from collapsing into a single point of failure, and why product-led growth is no longer optional now that buyers, and increasingly AI agents, expect to try, buy, and deploy software without waiting on a human to close the loop, https://www.youtube.com/watch?v=pwyAP7yVy3I Key Takeaways Success on AWS Marketplace requires a comprehensive framework like COST, not just a simple checklist of tasks. Your product must be something customers actually want to buy, not a subpar offering used merely to test the waters. Operational excellence is required to ensure your marketplace motion has the sustainability to scale globally. Product-Led Growth (PLG) is essential for enabling frictionless procurement, especially as buyers shift toward agent-driven AI solutions. Executive sponsorship is critical; building a strategy without leadership buy-in will prevent it from gaining real traction. Sales alignment ensures reps are appropriately compensated and friction is removed, preventing them from avoiding marketplace transactions. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags AWS Marketplace framework, COST methodology, product-led growth, agentic procurement, hyperscaler ecosystem, operational excellence, revenue friction, private offers, co-sell acceleration, strategic collaboration agreements, resilient architecture, cloud commitments, organizational transformation Key Tags Louise Strandoo Audio Episode [00:00:00] Louise Strandoo: Salespeople, rightly so. They don’t wanna introduce something that’s going to add a complexity to the deal. They’re like, why would AWS wanna be involved? [00:00:11] Vince Menzione: You can feel it happening. The ecosystem is shifting beneath us, the way Hyperscalers are partnering, how AI’s remaking the channel and what it means to win in 2026. [00:00:22] Louise Strandoo: Welcome to the Ultimate Partner Podcast. I’m Vince Menzi. Own [00:00:26] Vince Menzione: your host. And each week I sit down with leaders at the intersection of technology, partnerships and outcomes. The voices shaping how ecosystems actually work. We talk about what’s real, what’s changing, and what it takes to lead in this era where the partner channel isn’t just part of the strategy. [00:00:45] Vince Menzione: It is the strategy because being in the room changes everything. Let’s start. [00:00:53] Louise Strandoo: And Louise Strand, come on out. Come on up. Uh, our first, our first [00:00:59] Vince Menzione: Amazon executive at, at this session. Not our first ever, but our first at this session. [00:01:06] Louise Strandoo: Happy to be [00:01:07] Vince Menzione: thrilled to have you. I, why don’t we sit down on an, um, I’ll have you sit here and, you know, you get, take one of the ultimate partner pillows with you since you’re a first assignment attend. [00:01:15] Louise Strandoo: Wonderful. [00:01:16] Vince Menzione: Uh, [00:01:16] Louise Strandoo: good [00:01:17] Vince Menzione: to hear. So great to have you. I thought maybe we’d start, maybe, uh, with you, uh, explaining your role. Then we can start talking about costs, which is the subject is like near and dear, and we’ll talk about that, about what that is. But I want to keep people on their pins of their seats right now. [00:01:33] Vince Menzione: So tell us, tell us more about you and your role and your journey at AWS. [00:01:37] Louise Strandoo: Yeah, well thanks for having me. Good to see everybody in the room. Um, so my name’s Louise. I have spent the better part of the last nine and a half years at AWS and I spent almost that whole time, probably around eight years. In AWS Marketplaces business Development organization, um, I joined to help startups figure out how to scale their business on the marketplace. [00:02:00] Louise Strandoo: And from there, I grew into a number of different roles, helped ISVs figure out how to scale their marketplace business of all sizes. Um, I worked with some of our top sellers on the marketplace, figure out how to really scale their revenue through the marketplace. Today I am actually the lead of the data analytics and storage partner development team. [00:02:20] Louise Strandoo: Nice. Within the US Tech partnerships organization. So it’s been a really cool transition to go from like all marketplace focused. And throughout that time, marketplace kind of became the center of partnerships. Yep. Within our partner program. Um, so now I manage PDMs and partners and we still talk a lot about marketplace. [00:02:40] Louise Strandoo: Also everything else that we do as a partner. So it’s, um, it’s been a fun journey. [00:02:45] Vince Menzione: And we were talking about this earlier, like you started with Marketplace and then moved out where all the other organizations started from partnership and moved into marketplace. Mm-hmm. Almost the other up. And you have built a framework costs [00:02:59] Louise Strandoo: mm-hmm. [00:03:00] Vince Menzione: Characteristics of successful sellers. And I have a set of operating principles about successful partnering. So I’m really intrigued about this conversation. I was hoping you could walk us through it, like what are these characteristics and where do most partners fall short in terms of characteristics? [00:03:18] Louise Strandoo: Yeah, so, um, like all really good things, cost was an effort that I built alongside a bunch of other really smart people. And we started to have this conversation about what does, uh, you know, what does success look like? We we’re focused in the beginning, in my marketplace journey on getting. Partners to sell on the marketplace, getting them to list and adopt the features. [00:03:41] Louise Strandoo: And of course they’re like, why would we do this? And we’re like, that’s a great question. Let’s figure out like really what the why of this whole thing is. And as we started to get partners who were startups and some of our really large partners activated, we started to see all kinds of value and how marketplace was helping co-sell and all this good stuff. [00:03:59] Louise Strandoo: And we needed to figure out like how do we identify what is like the lightning in the bottle? So we looked across some of the most, uh, hypergrowth companies on the marketplace. Mm-hmm. Some of those startups that had really propelled into major success stories. And then some of those like really scaled enterprise sellers, the one [00:04:17] Vince Menzione: that got to a billion dollars. [00:04:18] Louise Strandoo: Exactly. The market, our billion dollar market market. Billion dollar sellers. Right? Yep. And we looked at what are the common characteristics that all of those partners embody. Yes. And how do we kind of. Define a framework that is not a checklist because a lot of us were doing that at the time. Here’s all the things that you should do to make it work well. [00:04:34] Louise Strandoo: It doesn’t really work from partner to partner. Everyone has a unique go-to market strategy. Yeah, so we developed costs to kind of be this overarching tool that partners can use to say, do we have the right kind of fundamental approach to how we’re going to market with AWS and how we’re thinking about the marketplace. [00:04:51] Louise Strandoo: Do we have the right tools to like bring our overall go-to-market strategy to A AWS and to the marketplace so we’re not doing two separate things. That was sort of the genesis of the idea. Makes [00:05:02] Vince Menzione: a lot of sense. [00:05:04] Louise Strandoo: So, um, the characteristics, there’s six of ’em. I won’t go into detail about every single one. [00:05:11] Louise Strandoo: Oh, [00:05:11] come [00:05:11] Vince Menzione: on. We’ll do that one. Yeah. We have some people in the room that are gonna be intrigued by this. Go ahead. [00:05:16] Louise Strandoo: So, um, the first pillar is. Partnership with AWS, you can’t do marketplace without figuring out what, what’s your overall partner strategy, right? So how are you using the partner programs to drive differentiation in your business? [00:05:30] Louise Strandoo: Yep. How are you using our funding programs to elevate the parts of your business that you really wanna accelerate? Um, and how are you thinking about your partner strategy with AWS overall? [00:05:40] Vince Menzione: Interesting. [00:05:41] Louise Strandoo: The second one is, uh, selection on AWS marketplace. [00:05:44] Vince Menzione: Product selection. [00:05:45] Louise Strandoo: That’s right. [00:05:45] Vince Menzione: Yeah. [00:05:46] Louise Strandoo: You gotta have a product on the marketplace that your customers wanna buy. [00:05:49] Louise Strandoo: I think the biggest thing that partners have done wrong over the years is they think, let’s do crawl, walk, run. We’re gonna put something up there that we’re not, you know, really excited about, but we’ll see how it does and then we’ll try to invest from there. [00:06:03] Vince Menzione: Mm-hmm. [00:06:04] Louise Strandoo: If you put something out there that nobody knows how to sell, then that you’re not excited about, your customers aren’t probably excited about it either. [00:06:09] Louise Strandoo: There’s no reason it’s gonna do well in the marketplace. [00:06:10] Vince Menzione: Yeah. It makes no sense to me. [00:06:12] Louise Strandoo: Yep. So you gotta have something good. You gotta have your marquee product, and then you wanna use features that are gonna help buyers actually access that product in a way that’s frictionless. Yeah. The third one is operational excellence. [00:06:25] Louise Strandoo: So that’s looking at how are you structuring your organization and investing in all the right processes that you need to scale the business. Reporting at a global scale, understanding how to recognize revenue and thinking about all of the in-between moments of. Being on the marketplace, creating an offer, how does your sales team gonna get in touch with you when you need to send that offer out? [00:06:47] Louise Strandoo: And how are you making sure that an alliance person isn’t trying to find an outlet in a random corner of an airport to send a private offer to a customer? All of that structural stuff to make the, the motion scale. [00:07:00] Vince Menzione: So we’re talking product led growth versus. One off or [00:07:04] Louise Strandoo: all of it? All of it. Okay. No matter what kind of partner you are, you have to have operational excellence. [00:07:08] Louise Strandoo: Yeah. To make sure that your marketplace and your partnership motion has sustainability and scale. The next two, I’ll kind of go through fast. There is, yeah. Um, partner commitment to marketplace revenue. So what do you really want Drive from a revenue perspective, right. How do you get your leaders bought in on that, and how do you set a goal that dictates what you’re doing? [00:07:28] Louise Strandoo: And then how do you define sales alignment? From a structural perspective to say we’re gonna remove friction that could get in the way of the field selling this thing. We’re gonna remove things that are, um, negating reps from wanting to go through marketplace because it’s impacting their comp. Yeah. Or it’s really hard. [00:07:46] Louise Strandoo: All of that kind of structural stuff goes into the sales alliance. [00:07:49] Vince Menzione: So there’s, yeah. I wanted to take this apart a little bit too, if you don’t mind. No [00:07:52] Louise Strandoo: problem. [00:07:53] Vince Menzione: Because I think about this a lot. So when you start talking about an organization, you’re talking about what this, we’ll call it an ISV Sure. Or an si, but. [00:08:00] Vince Menzione: You know, ISPs primarily is where it all started. They need to get their internal operational excellence. Right, exactly. Which means their, their ops piece. Yep. And their sales execution. They’re gonna to market all those things. The sales alignment side. Is that their sales teams [00:08:18] Louise Strandoo: correct. [00:08:19] Vince Menzione: Are compensated properly so that they don’t go around the systems. [00:08:22] Vince Menzione: Exactly right. They’re aligned. They’re aligned to go drive the right results. [00:08:25] Louise Strandoo: Exactly. [00:08:26] Vince Menzione: Because they’ve made commitments as well. [00:08:28] Louise Strandoo: Yeah. [00:08:28] Vince Menzione: Yeah. [00:08:29] Louise Strandoo: And I always talk about marketplace, like it is transformation. It’s different. It’s not what you’re doing today. [00:08:35] Vince Menzione: That’s right. [00:08:35] Louise Strandoo: Salespeople, rightly so. They don’t wanna introduce something that’s gonna add a complexity to the deal. [00:08:43] Louise Strandoo: They’re like, why would AWS wanna be involved? Stay away. So if that is already there and then on top of that Mm, they don’t get paid as much when they go direct. [00:08:53] Vince Menzione: Right? Right. [00:08:54] Louise Strandoo: They’re not gonna go through the market nice. [00:08:55] Vince Menzione: No, they’re not. [00:08:55] Louise Strandoo: They’re not gonna bring anything to you and the partnership team saying like, Hey, we really wanna figure out how to make this engine work with AWS So we have to do as much as we can to remove that friction from the experience. [00:09:06] Vince Menzione: So, you know, you mentioned private offers, which made me think about like product-led growth versus private offers. ’cause it’s, it feels like marketplace from the beginning. It’s changed. It [00:09:15] Louise Strandoo: has, [00:09:16] Vince Menzione: you’ve been doing this for a number of years. You were first to market with a marketplace. There was, I’ll call a lot of friction because there was channels and other, other routes to market direct selling. [00:09:27] Vince Menzione: Tell us, take us through some of those experiences. Yeah, yeah. Like what was that like? And then obviously you built cos because you had a lot of field engagement with these organizations trying to get them to go do it the right way. [00:09:38] Louise Strandoo: Right? [00:09:39] Vince Menzione: Yeah. [00:09:39] Louise Strandoo: So it’s interesting actually, when we built the marketplace. [00:09:42] Louise Strandoo: It was completely like a product-led growth motion, as in let’s just figure out a way to let AWS customers find amis in the marketplace. Developers are gonna go get it, and they’re just gonna buy it without any additional push from the field or like co-sell. That doesn’t need to happen. Then we heard from customers, Hey, this is great. [00:10:02] Louise Strandoo: But what we really want is also to be able to buy bigger contracts. We wanna customize our contracts, we wanna negotiate price when we’re buying this on behalf of, you know, large organizations. We’re not just buying what’s on the shelf. We need something more custom. So we introduced this concept of private offers to make sure that we could bring all of that customization into the process. [00:10:23] Louise Strandoo: And then we heard from customers saying, uh, we want to purchase from our preferred channel partners. We really wanna make sure that we’re, you know, not losing that source of, um, engagement with our really critical partners. So we had to figure out, hey, how can we make it so that we’re not competing with the channel? [00:10:41] Louise Strandoo: ’cause we’re not really a channel at all. Right. So we had to go and build our platform that allowed for channel partners to sell through the marketplace and augment that private offer piece to say, Hey, if you want, you can have a channel partner resell your product through the marketplace. So today we kind of see all of those as just different routes to market and different ISVs are gonna embrace different routes to market. [00:11:04] Louise Strandoo: First, the really important thing about costs is that it’s. Pushing partners to think about bringing their go to market strategy that works outside of the partnership to the marketplace. Mm-hmm. So if you’re an ISV that doesn’t sell with channel today, don’t start with channel partners on the marketplace. [00:11:21] Louise Strandoo: Right. If you don’t do product-led growth today, probably figure that out before you start doing it on the marketplace. Yeah. But if you’re doing those things, if you’re not doing those things, you should look at why not, and could we be doing those things and then we have the ways to bring it into your strategy with AWS marketplace. [00:11:38] Vince Menzione: So what separates the partners who kind of build this flywheel of success that you describe from those who treat it maybe as a side project? And do you, do you see less and less of that today too? I wanna, I wanna ask you. [00:11:50] Louise Strandoo: No, I think, um, the more mature the marketplace gets [00:11:57] Vince Menzione: Yeah. [00:11:58] Louise Strandoo: The more obvious some of the, uh, characteristics of success become and the more important. [00:12:06] Louise Strandoo: Embodying that framework becomes for partners as they grow to become the next billion dollar seller, right? And become the next a hundred million dollar seller. Um, I think a couple things come to mind for me. The first thing is that like at AWS overall, we talk a lot about like resilient architecture. We talk a lot about what does it look like to drive successful transformation. [00:12:29] Louise Strandoo: All of that has to happen in the partnership. Partners that have really strong marketplace motions with AWS, they do not have single points of failure. They are not expecting an alliance lead to manage everything and then have the business collapse if they leave. [00:12:46] Vince Menzione: Yeah. [00:12:46] Louise Strandoo: They figure out how to delegate and get buy-in from leadership so that they have multiple folks invested in the strategy for multiple angles so that there’s scalability and sustainability. [00:12:58] Louise Strandoo: Without that. You could do all the things right with costs and if there’s res, if there’s no resiliency, if there’s, if there’s a single point of failure, it doesn’t scale and it doesn’t last. [00:13:09] Vince Menzione: It’s so funny ’cause you haven’t seen my seven principles of, of successful partnering, but we talk about growth mindset, we talk about executive commitment and then clarity on your vision and what you’re hoping to achieve. [00:13:21] Louise Strandoo: Yeah. [00:13:22] Vince Menzione: Like that’s your internal victory. You’ve gotta get those things right. That’s exactly what you just said. A hundred [00:13:26] percent. [00:13:26] Louise Strandoo: And you can’t, you, you know, like if you don’t have that executive sponsorship, [00:13:30] Vince Menzione: yeah, [00:13:32] Louise Strandoo: great. You’ve done the cost framework, but where are you gonna go with it? [00:13:35] Vince Menzione: And it’s not just the sponsorship, it’s. [00:13:38] Vince Menzione: Up in, from the top of the organization all the way down to the selling floor. Completely. Right? [00:13:42] Louise Strandoo: Completely. [00:13:42] Vince Menzione: Everybody has to be aligned. Resources, investments all need to be aligned to this. Mm-hmm. [00:13:47] Louise Strandoo: Mm-hmm. [00:13:47] Vince Menzione: We’re speaking the same language earlier. A hundred percent. I love it. I love it. I love it. Um, so what does, we talked about product-led growth, but I want to maybe jump in here a little bit more. [00:13:58] Vince Menzione: Because I think it’s, it’s becoming more prevalent today, isn’t it? Yeah. It’s like, you know, we talked about private offer. It was really private offers, at least my perspective was a few years ago, I wanna buy something from you. Oh, you have a cloud commitment. I can access the cloud commitment. [00:14:13] Louise Strandoo: Yeah. [00:14:14] Vince Menzione: And so it was always the private offer thing that was going on behind the scenes, which required a lot of internal resources to go drive. [00:14:19] Louise Strandoo: Yep. [00:14:20] Vince Menzione: Let’s talk about product led growth. ’cause that becomes a fly more of a flywheel that’s automated Yeah. And allows you to sell while you’re sleeping kind of thing, you know? [00:14:28] Louise Strandoo: Totally. [00:14:29] Vince Menzione: Yeah. [00:14:30] Louise Strandoo: So I think, um, we have heard a lot from customers saying, okay, when we really need to negotiate and we need something custom, we wanna be able to do that. [00:14:40] Louise Strandoo: But we also wanna be able to purchase things quickly. We don’t wanna have to go out to dinner every time we need to upgrade, uh, like our licenses and get a new contract. We wanna be able to experiment and pick the things that resonate best with the line of business users that are, you know, increasingly taking some of that buying power. [00:14:59] Louise Strandoo: And I think especially now that we’re entering into, you know, the unprecedented, unprecedented times, it’s everything is AI like. There is more, um, pressure than ever to have users quickly figure out, does something add value to me and my business right now? And if it does, then I’m gonna keep using it, and if it doesn’t, I’m gonna go to the next thing. [00:15:22] Guest: Right. [00:15:22] Louise Strandoo: Product led growth is really about eliminating some of that I would say. Paperwork at the start of the process and putting the power in the hands of the user to say, can this product solve your challenge? And as more and more buyers are looking at Agen solutions, they wanna be able to try something, see if it works, and then quickly buy it without having to go through a whole bunch of steps because they have work that needs to be done right now. [00:15:54] Louise Strandoo: So the marketplace, that was our roots, like we started with this PLG motion. So we have all of that foundation to do it, and we’ve spent a lot of time over the last two, three years, like really investing in that from our engineering and roadmap perspective to build a whole bunch of features and capabilities that support product-led growth. [00:16:11] Louise Strandoo: We have things like free trials request, demo request, a private offer if you want to. Um, we introduced something, you know, last year that was an express private offer experience. Hey, you know, you want custom pricing. Request it and we’re gonna give it to you right away because the vendor has populated rate cards. [00:16:26] Louise Strandoo: Right? So all of those things I think are really important right now to say, yeah, when your customers like, wanna get going, now let’s stop. Putting barriers in the way and let your product actually show its value immediately. [00:16:38] Vince Menzione: And you were actually putting buttons or making buttons available Yeah. For people’s websites. [00:16:42] Vince Menzione: Exactly. So they could just say, click here and [00:16:43] Louise Strandoo: buy. Absolutely. We buy with a Ws. You can click from your own website, your own marketing pages to route them to the marketplace. If that’s the preferred way to transact, [00:16:50] Vince Menzione: yeah, why not? [00:16:51] Louise Strandoo: Yeah. [00:16:52] Vince Menzione: So you mentioned ai. We talked a little bit, I call it the tectonic shifts. [00:16:56] Vince Menzione: We, we’ve seen this incredible transformation happening so fast. And now we’re talking about agents. Right. And, uh, John Yo was over here from, uh, earlier from Sugar talking about like, what happens if the buyer is an agent? [00:17:08] Louise Strandoo: Totally. [00:17:09] Vince Menzione: Let’s talk about that. [00:17:10] Louise Strandoo: Yeah. I mean, I think that PLG and like is the right thing to enable a agentic procurement. [00:17:18] Vince Menzione: Yeah. [00:17:19] Louise Strandoo: If, um, you know, like in the, uh. 2019 when private offers were like, that was the big boom. We were like getting people to sign up on the marketplace. All we were focused on was private offers. So many sellers would have products on the marketplace where you’d click and purchase it and it would just say, thanks for buying, and it’d be like, we’ll get in touch with you and like a 24 hours and then we’ll figure it out. [00:17:42] Louise Strandoo: No worries. Thanks for buying. If that doesn’t work. If you’re an agent, it doesn’t work. An agent would be like, okay, this is like a dead end, right? Yeah. Agents are gonna look for products that they can purchase and begin using instantaneously. So yeah, product-led growth is like a really good, um, strategy that ISVs can use to future proof their business and make sure that they’re not just catering to an evolved. [00:18:06] Louise Strandoo: You know, procurement persona who maybe is looking for that faster transaction, but also preparing for that agent persona. Yeah. That is gonna be helping make software procurement scale. [00:18:17] Vince Menzione: So what do the partners in the room need to do to rethink how they think about this? [00:18:22] Louise Strandoo: I think there’s a couple things. I think you know, number one, you can look at the cost framework and start to use it as a jumping off point to evaluate your business. [00:18:31] Louise Strandoo: You can look through a bunch of resources that we’ve put out around costs, and one of the first blogs that I wrote has a Buzzfeed style quiz. You can go through and be like, where are we at? And if you realize after you run through that exercise that you’re farther away from where you wanna be in terms of partnering with AWS, it’s a really good dump like starting point to be like, great, here’s the challenges. [00:18:56] Louise Strandoo: But the biggest message I would relay to the partners is. Do not wait to try to go build this and then bring it to your executives and say, look what I built. It’s not gonna go anywhere. You need to go and use that as the cry to your leadership team. Like escalate. Now here’s the opportunity that we have with AWS. [00:19:17] Louise Strandoo: Let’s look at all of the awesome studies that we and our partners have put out over the years. Look at your competitors that are in the marketplace, your competitors that are partnering with AWS, and start there by saying, we’re. Behind or we’re missing in these areas. We could be doing, you know this, to make our product more a ag agentic ready. [00:19:37] Louise Strandoo: We could be doing more in marketplace to ensure that we’re capitalizing on the private offer business, and we need to figure out how we’re gonna drive commitment now so we can go and build this if you try to build it. Then show the value later. It’s gonna be really hard to then be pushing that boulder up the hill. [00:19:55] Louise Strandoo: So the more that you can lean into getting the sponsorship early on, you’re gonna have a much easier time then navigating, you know, all the hard work that comes with partnership co-sell, um, and, and everything kind of fun that we get to do once we get to go to market with our partners. [00:20:10] Vince Menzione: Do you have one piece of advice for each one of the. [00:20:13] Vince Menzione: Conditions or characteristics for, for, for this group to follow or [00:20:17] Louise Strandoo: think about? I think that, um, the, we didn’t talk about the last one, which is a good one to end on, which is enablement. [00:20:22] Vince Menzione: Yes. [00:20:23] Louise Strandoo: Enablement starts with like most of the time, ISVs in particular, and this, it goes for channel partners as well. [00:20:30] Louise Strandoo: They’re like, we gotta enable the field go and enable all the salespeople why they should do all this stuff. You have to do these things like in some sequence though. So if you go and enable the field, everybody do marketplace and they’re like, how? Where do we go, right? Do we send you the leads? Are we slacking you? [00:20:47] Louise Strandoo: Like are we emailing? Like what do we do? You have to then go back and be like, actually, our operational excellence isn’t sorted out. We need to do that first. And who needs to be enabled from that side of the house? Like don’t forget to enable your rev ops teams, your deal desk teams, all of the teams that are kind of essential to making your partnership with AWS Hum need to be enabled in the way that is relevant for their business. [00:21:10] Louise Strandoo: So when you, you know, think about like what do you need to do across all the pillars? It’s gonna be different depending on what your go-to-market focus is. If you’re a hundred percent focused on selling through SIS today and through channel, maybe product-led growth is not the top priority, but then you need to go and figure out, okay, so how have we. [00:21:28] Louise Strandoo: Figured out which partners we wanna work with on AWS and how have we enabled them and have we communicated that enablement to our salespeople? Are we removing unnecessary barriers to them transacting? That’s what you really gotta figure out. So it’s really about looking at how you execute outside of marketplace, outside AWS, figuring out what that, what are the strongest pieces that you do in your business today, across those pillars, and then asking to replicate that with your partnership with AWS. [00:21:56] Vince Menzione: Nice. So to the room here is, um, if someone in this room doesn’t, does one thing differently on the marketplace, what should it be? [00:22:08] Louise Strandoo: There’s so many things I can think about. I think like first [00:22:12] Vince Menzione: you’re coaching ’em [00:22:13] Louise Strandoo: individually, [00:22:13] Vince Menzione: by the way. Just think about it that way. [00:22:15] Louise Strandoo: One of the first things like, it depends on where you’re like, where you’re at in your journey. [00:22:18] Louise Strandoo: So like, quick show of hands, who is, um, a partner that is like using the marketplace today? [00:22:26] Vince Menzione: There’s quite a few actually. [00:22:27] Louise Strandoo: Okay. Awesome. Thank you for helping drive the marketplace. So for those of you that raised your hands, like my sentiment to you all would be figure out how you are incorporating marketplace as the center of your strategy with AWS. [00:22:44] Louise Strandoo: We are increasingly using marketplace as the point of scale for all things about partnership. All things funding are like increasingly requiring some hook into marketplace. So we can actually provide more funding and scale increase like more. So think about like how do you use marketplaces that like center of your partnership, um, for those of you that are not on the marketplace today and are thinking like, is this something that is valuable to me? [00:23:15] Louise Strandoo: Is this something that I should think about and do? You should absolutely. Go look at who are your competitors? Who are the folks that are already out there on the marketplace and, and why aren’t you there? And then you should start to look at what are the characteristics of successful sellers to map out What could we do and what’s the kind of order of operations that we should take to figure out like, how do we get there? [00:23:40] Louise Strandoo: How do we have a plan from the beginning to get buy-in for our partnership with AWS so that we’re not going about it, expecting that it’s gonna just like drive a bunch of leads to the business. It’s not what it does well, but it is gonna help accelerate the way that you co-sell with AWS, which can be a tremendous value add when done appropriately. [00:23:58] Louise Strandoo: So I think, yeah, like figure out the right way that it’s gonna unlock business value depending on what’s most important to your priority. Um. Today [00:24:08] Vince Menzione: we have about three and a half minutes, and I, I’m eager to see if there’s any questions. I, I, um, I, John’s right here with the mic and I love that. I love the, want to get the interaction here in the room. [00:24:19] Louise Strandoo: Yeah, [00:24:20] Vince Menzione: it’s a great group. [00:24:25] Guest: Oh, [00:24:29] Vince Menzione: can they light up that mic? Maybe [00:24:33] Louise Strandoo: Good. [00:24:37] Vince Menzione: There you go. That’s fine. There you go. It’s working. Alright. [00:24:41] Guest: Thank you so much. This is a really great presentation, first of all. I love it. Um, I’m actually part of the, uh, the GSI, so I work cognizant. My name is Ana Hill, um, and I’m manage alliances with ServiceNow. Um, our goal is in the really near future to really engage with all the hyperscalers in sell. [00:25:00] Guest: So that’s one thing. But my interesting, my question is how do you, how, how does AWS measure success? Of the partners who are on your platform, what are the metrics? How do you determine which partners are actually successful and what other partners can use to learn from that? [00:25:19] Louise Strandoo: Yeah, that’s such a great question. [00:25:21] Louise Strandoo: So, um, something that I think is like super helpful that you bring up is cost is not a, um, a scorecard that says everybody that does all these things is a good partner. It’s basically inputs that we have come up with that are supposed to help with the partnership outcomes. Um, so partners, we measure a whole bunch of different things. [00:25:47] Louise Strandoo: I think PDMs and my team carry goals across like seven different categories. There’s a couple of big things that we look at. We look at the revenue that you drive through the marketplace, so whether that’s through private offers or through your self-service business or through. Selling through a reseller, or if you are the reseller, like what is that resell business or driving? [00:26:05] Louise Strandoo: Um, we look at what are the opportunities that you’re bringing and sharing with AWS and that you’re launching. So through our lead sharing mechanism. Not only what are you launching, but what are you sharing with us that is qualified that you’re bringing the field into? Um, we look at things like migrations and migration, realized revenue. [00:26:25] Louise Strandoo: How are you helping drive customers to the cloud? And how are you helping customers not just get everything set up, but you start actually using it. Um, so we really are gonna look across like a multitude of those metrics and when we look at like which partners are kind of leading the way. We’re gonna start to look at the revenue in those buckets, right? [00:26:44] Louise Strandoo: Like who’s sharing and bringing and growing with us? Who’s bringing more opportunities to engage before it happens on the marketplace? Who’s actually completing that transaction? And then who are helping who, who are the partners? Kind of like leading those big types of transformations, migrations, and, and realize revenue. [00:27:00] Louise Strandoo: This is really great. Yeah. Yeah. [00:27:04] Vince Menzione: Thank you. Any other questions? Come on. We’ve got 30 seconds left. We have time for that one last question. Run over there. John. Come on. [00:27:17] Guest: Thank you again, a great, uh, presentation. One question I had is, uh, this morning, right Jay from, uh, oia, right? He identified a whole bunch of, uh, companies that are doing. [00:27:28] Guest: More than a billion dollars in revenue with AWS. [00:27:30] Louise Strandoo: Mm-hmm. [00:27:31] Guest: What would you say are one or two top qualities among these companies that help some drive? I can give [00:27:36] Louise Strandoo: six. And they’re all of these. Yes. [00:27:39] Vince Menzione: The cost, [00:27:40] Louise Strandoo: but like, I think, um, so I love it. Yeah. My, my team we’re working on some content to better capture, like Yeah. [00:27:48] Louise Strandoo: You, you’ve gotten there, you’ve done the six basic things. Now what happens when you’re a billion dollar business? What does it look like there? It’s a lot of the same stuff, right? Like billion dollar billers on the marketplace. They embody that resilience, for example, in their operational mechanisms. [00:28:03] Louise Strandoo: They’re moving beyond the point of there being like one person that creates private offers and they’re like just part of the partnership team. They activate their, um, their deal desk to really manage private offers and marketplace business at scale. They’re integrating their pipeline to share deals proactively through their CRM system and they have really targeted enablement that is. [00:28:24] Louise Strandoo: Really pushing to the field to make sure that every person in their team understands the value of cloud value of AWS and how marketplace accelerates the pipeline. So the more mature that you become as a marketplace seller, like the more that cost is relevant to help keep you on track and be that kind of north star to say like, you could do a cool bunch of stuff with us, but here’s really where you wanna check and see, like what can you do to evolve the business to the next stage? [00:28:49] Vince Menzione: What you’ve said is so like impactful and we have some experts in the room that do this. They help these organizations better understand it’s really getting into your field organization to help them understand how to. How to show up for meetings with AWS re, like how to, how to, uh, co-sell together, how to think about going after these opportunities. [00:29:09] Vince Menzione: What, when you’re, when you’re talking to customers, potential customers about their cloud commitments, like what are the right questions to ask in the pro? There’s so many things, like I’m sure the costs six has like 150 each [00:29:21] Louise Strandoo: Easily [00:29:21] Vince Menzione: steps. Yeah. You know, to it. [00:29:24] Louise Strandoo: Yeah. And I think like, just to follow on that. [00:29:26] Louise Strandoo: Um, we have partners who have gone and they’ve been like, okay, we’re getting a strategic collaboration agreement with AWS. We’re getting funding, and if they don’t have this, it doesn’t work. It doesn’t work. It fails. So this is really like, yeah, it’s about building that resilient architecture to say, if we go big, do we have the execution plan to succeed? [00:29:47] Louise Strandoo: You can’t start with a plan to say, give us a bunch of funding and we’ll go do it. Your salespeople will say. Know what that is. Don’t care. Yeah. So you have to put all of that, you know, all of those building blocks in first to make sure that we can actually execute. [00:30:01] Vince Menzione: You need alignment from the executive suite down to the selling floor. [00:30:05] Louise Strandoo: A hundred percent. [00:30:06] Vince Menzione: Yeah. [00:30:06] Louise Strandoo: Yep. [00:30:06] Vince Menzione: That’s really what it’s all about. [00:30:07] Louise Strandoo: Yep. [00:30:08] Vince Menzione: Louise, thank you so much. It’s been incredible. So great to have you join us. Thank you [00:30:15] so [00:30:15] Louise Strandoo: much. Yes, thank [00:30:16] Vince Menzione: you. [00:30:16] Louise Strandoo: Thank you, [00:30:16] Vince Menzione: thank you. Thanks for listening to The Ultimate Partner Podcast. If today’s conversation resonated. Share it with a partner leader in your network. [00:30:26] Vince Menzione: Subscribe where you listen, and head over to the Ultimate partner.com for show notes related content and the resources for this episode. And if you haven’t already, now’s the time to register for the Ultimate Partner Live event in Reston, Virginia, October 26th through October 28th. Until next time, keep showing up in the rooms that matter because being in the room changes everything.

Jason Kramer is the Founder and CEO of Cultivize, where he helps businesses transform their CRM systems into engines for sales growth. Working with organizations across multiple countries, Jason specializes in implementing structured, repeatable sales processes that improve lead conversion, strengthen customer relationships, and maximize revenue.A trusted CRM strategist, speaker, and podcast guest, Jason is passionate about helping sales and marketing teams align around smarter systems, better data, and consistent execution that drives measurable results.SHOW SUMMARYWhat if your CRM became one of your greatest sales assets instead of another administrative task?In this episode of Selling from the Heart, Larry Levine and Darrell Amy welcome Jason Kramer to discuss why CRM success has very little to do with software—and everything to do with mindset, process, accountability, and consistency.Jason explains that many salespeople view CRM as a reporting tool for management when it should be a performance tool that helps them prioritize opportunities, remember important customer details, and consistently follow through on commitments. He shares why even the most advanced technology cannot compensate for an undefined sales process or inconsistent leadership.The conversation also explores the growing role of AI, automation, lead scoring, buying signals, and meeting transcripts. Jason offers practical strategies for reducing administrative work, improving follow-up, and helping sales professionals spend more time doing what matters most—building authentic relationships with their customers.KEY TAKEAWAYSShift your CRM mindset from reporting to revenue generation.Technology cannot fix a broken or undefined sales process.Consistent follow-up builds trust and protects customer relationships.Leaders must model CRM adoption and create accountability across the team.Lead scoring and customer insights help prioritize the right opportunities.AI and automation should reduce administrative work—not replace relationships.Ongoing coaching and reinforcement are essential for long-term CRM success.Strong CRM habits improve consistency, productivity, and sales performance.The best CRM is the one your team actually uses every day.HIGHLIGHT QUOTESSelling from the heart is being authentic, honest, and genuine.The tool alone isn't going to solve the problem.I've never met a salesperson that doesn't want to follow up.Software doesn't solve problems. People solve problems.Once you look away, things can go back to bad habits very quickly.ADDITIONAL RESOURCESExplore the secrets of heart-centered leadership and thriving workplace cultures with Culture from the Heart Podcast! Nominate a visionary CEO at www.culturefromtheheart.com!Listen to Larry Levine's Bestselling Book: Selling in a Post-Trust World! Now available on Audible! Transform your sales approach with insights that matter.  Subscribe to The Selling from the Heart Podcast Youtube Channel! Stay updated with the latest episodes and leadership tips: Selling from the Heart YouTubeGet Your Daily Dose of Inspiration:Click Here for Your Daily Dose

A leadership team can share the same office, attend the same meetings, and still pull the agency in different directions. Daniel Metcalf and Mike Stromsoe explore how quiet misalignment limits scalability, weakens execution, and prevents an agency operating system from taking hold. They reveal why agreement in the room is not enough and how shared standards, consistent behavior, and a clearly defined destination create the trust and momentum needed to build an agency that can grow beyond its owner.Key Topics:  • The difference between leadership alignment and simply getting along  • How departmental thinking creates friction for employees and customers  • Why conflicting answers about agency processes reveal deeper operational gaps  • The danger of leaders maintaining separate scorecards and hidden spreadsheets  • How incomplete CRM data prevents leaders from making reliable decisions  • Why every position must be supported by a system rather than dependent on one person  • How weekly leadership meetings can produce action instead of routine check-ins  • The importance of defining ownership, deadlines, and measurable success  • Why leadership roles must match the behaviors required to hold others accountable  • How consistent communication and follow-through strengthen trust across the agencyConnect with Daniel:LinkedInWebsiteConnect with Mike: LinkedIn TwitterLeadership alignment is not created by agreement alone. It comes from shared priorities, clearly defined responsibilities, consistent behaviors, and accountability that reaches across the entire agency. When leaders understand where the business is going, who owns each action, and how success will be measured, the agency can move faster, build trust, and scale without relying on the owner to hold everything together.

Too many business owners think their next sale is hiding behind a bigger ad budget or more leads, when in reality the real money is in the leads they've already generated, but never properly followed up with. Prospects say they're interested, timing gets in the way, and then fear, procrastination, and disorganization quietly choke off potential revenue. Today's guest, Wanda Allen of Follow Up Sales Strategies, has helped business owners, sales professionals, and especially realtors transform “I meant to call them” into a simple, systematic follow-up habit that consistently converts more existing leads into paying clients. In this episode of Marketer of the Day, Wanda breaks down why follow-up is the real leverage point in your sales process, and why the most powerful, underused tool is still the phone. She explains how a five-minute conversation can replace days of emails and DMs, uncover real objections, and build genuine prospect loyalty long before someone becomes a paying customer. Rather than chasing more leads or bigger ad budgets, Wanda shows you how to focus on the opportunities already in your pipeline. Wanda shares the three fundamentals of effective follow-up: adopting the right mindset, consistently using a CRM, and making follow-up a true priority instead of something you “get to later.” She unpacks the hidden fears that keep people stuck, fear of rejection, of being pushy, of not knowing what to say, and reframes follow-up as a professional obligation, not a nuisance. With research showing that 80% of sales happen between the 5th and 12th contact while 90% of sellers quit after two, she explains why simply staying in the game longer can make you the “last one standing” who wins the business. https://youtu.be/TJrC609Yz4E?si=Ap97ggtawja_Amet You'll hear how Wanda's systems-based approach has helped clients triple their sales just by getting serious about follow-up routines, tightening their processes, and reframing “I have so much follow-up to do” from a burden into a sign of opportunity. She also shares a powerful mindset rule you can apply to both sales and life: when you feel like you can't do one more call or push-up, do two. If you're ready to get over your discomfort, stop apologizing for doing your job, and turn your existing leads into real revenue, Wanda's strategies will give you the structure and confidence to follow through. Quotes: “The salesperson that follows up and continues to follow up is the one that's going to get the business, because when that prospect is ready, the one who followed up is the one who's going to get the call.” “When you have a lot of follow-up work to do, that shouldn't stress you out; it should put a spring in your step. It means you've got opportunities in front of you.” “If your job is to bring in more business, you have to follow up. When you're following up, you're doing your job; that's called professionalism.” Contact Details: Visit Follow-Up Sales Strategies to Turn More Conversations Into Closed Deals Connect with Wanda Allen on LinkedIn for Practical Follow-up Strategies and Sales Tips Ready to Close More Deals with Smarter Follow-up? Schedule a Call with Wanda Allen Follow Follow Up Sales on X and Discover Simple Strategies to Improve Follow-up Grow your Sales One Follow-up at a Time; Follow Follow Up Sales Strategies on Instagram

AI is everywhere, but are property management companies asking the right questions before implementing it? In this episode of the #DoorGrowShow, Jason Hull sits down with Mo Hussain to discuss why successful AI adoption has far less to do with technology and far more to do with operational clarity. Instead of chasing the latest AI tools, Mo introduces his Measure, Map, Automate framework to identify operational bottlenecks, uncover hidden profit leaks, and build workflows that actually improve business performance.  Together, they explore why clean data is the foundation of automation, how undocumented processes create costly inefficiencies, and why AI should enhance human decision-making rather than replace it.   You'll Learn [00:00] Meet Mo Hussain and the Measure, Map, Automate Framework [03:20] Why Most Companies Ask the Wrong AI Questions [08:10] The Role of Clean Data in AI Success [12:45] Mapping Workflows Before Automating Them [15:30] The Process Myth and Better Operational Systems [21:10] Building Accountability Into AI Workflows [25:15] Designing AI Agents That Actually Perform [27:45] Turning Operational Data Into Business Growth [29:15] Final Advice for Property Management Leaders Quotables "AI value really truly is workflow value." Mo Hussain  "AI depends on trusted operational data." Mo Hussain  "The winners are not gonna be the companies that have the most amount of data, but they're the ones that can convert data into consistent operating actions." Mo Hussain  Resources DoorGrow and Scale Mastermind DoorGrow Academy DoorGrow on YouTube DoorGrowClub DoorGrowLive Transcript Jason Hull (00:00) welcome everybody. I'm Jason Hull, the founder and CEO of DoorGrow, the world's leading and most comprehensive coaching and consulting firm for long-term residential property management entrepreneurs. For over a decade and a half, we have brought innovative strategies and optimization to the property management industry.   At DoorGro, we are on a mission to transform property management business owners and their businesses. We want to transform the industry, eliminate the BS, build awareness, change perception, expand the market, and help the best property management entrepreneurs win. Now let's get into the show. And my guest today is Mo Hussain, and we're going to be talking about how property management companies can stop drowning in data and start turning it into real operational growth. In this episode,   Mo is breaking down the measure, map, and automate framework that he has built and approach an approach to uncovering hidden margins, reducing manual oversight, and getting more value out of every door in your portfolio.   right.   is Mo Hussain. Mo, welcome to the show.   Mo Hussein (01:01) Hey Jason, happy to be here.   Jason Hull (01:03) So today we're going to be chatting a little bit about how property management companies can stop drowning in data and start turning it into real operational growth. And Mo's going to break down the measure, map, and automate framework, his approach for uncovering hidden margins, reducing manual oversight, and getting more value out of every door in your portfolio. So cool, measuring is important. We'll get into that. So before we get into that, Mo,   Can you give people a little bit of background on yourself? How did you get into entrepreneurism? How did you get connected to property management? And help everybody understand who Mo is. Yeah.   Mo Hussein (01:42) Yeah.   great question. So I I've been in this industry now for probably coming up on 20 years at this point. I I worked at some of the prop tech and software providers that are prevalent in the space. Namely, I worked at both YARTI App Folio, which are both kind of headquartered in in Santa Barbara. and a little bit over ten years ago, I started a consultancy and accounting CPA practice that specifically focuses on   Jason Hull (01:56) Namely, I worked at both YARDIE and at Folio, which are both kind of headquartered in in Santa Barbara. a little bit over ten years ago, I started a consultancy and accounting TPA practice that specifically focuses   on prop tech and real estate. So we offer consultations with implementations, custom reporting, operationalizing around technology, which is which is now the buzz around kind of AI and automation at this point.   Mo Hussein (02:11) Prop tech and real estate. So we offer consultations with implementations, custom reporting, operationalizing around technology, which is which is now the buzz around kind of AI and automation at this point. and then   we've also built products for the space to help with automations, help with you know accounting compliance and bringing visibility and custom reporting capabilities to operators. So kind of leveraging all the experience.   Jason Hull (02:25) And then we've also built products for the space to help with automations, help with you know, accounting compliance and bringing visibility and custom reporting capabilities to operators. So kind of leveraging all the experience   Mo Hussein (02:40) from working as a consultant and also as an accountant and even working as some of these tech providers now being a actual supplier in the industry.   Jason Hull (02:41) from working as a consultant and also as an accountant and even working as some of these tech providers now being a aqua supplier in the industry. Very cool. Very cool. So you're a little bit nerdy.   Mo Hussein (02:52) A little bit. Data. I love data. Right.   Jason Hull (02:53) Okay, so am I. So am I. All right. So   cool. So let's talk nerdy to me, Mo. All right. So let's let's chat about this. So let's get into it. So t tell us about this. Wha why is this wh how'd you come up with this framework? Why is this important? I love frameworks because frameworks are usually where we take something that we notice a pattern in, there's some complexity involved, and we make it simple. So explain to us.   Mo Hussein (02:59) Yeah.   Jason Hull (03:18) Where does the measure map and automate framework kind of come from?   Mo Hussein (03:22) Right, right. And this is this kind of stems from a conversation you probably have with plenty of your your clients and even prospects when you start engaging, you know, the the the very popular question now of how do we use AI? I want to streamline and automate. And it's a very loaded, it's a very loaded, fairly ambiguous question, right? How do we use AI? We want to implement AI into our operations, right?   Jason Hull (03:23) And this is this kind of stems from a conversation you probably have with plenty of your   You know, the the the the very popular question now, how do we use AI? It's a very loaded, fairly ambiguous question, right? How do we use AI? We want to implement AI more.   Mo Hussein (03:48) when conversely, like you know, operators and property managers should be starting with a different qu set of questions, right? Like how like where are we losing things like NOI, margin, time, control, or even consistency, right? AI really only matters when it connects and automation really only matters when it connects to a to a revenue lever or some type of a cost lever or productivity gain or or risk reduction, right?   Jason Hull (03:50) Conversely, like you know, operators, property managers should be starting with a different set of questions, right? Like how like where are we losing things like NOI, margin, time, control, or even consistency, right? AI really only matters when it connects in automation really only matters when it connects to a to a revenue lever or some type of a cost lever, productivity gain or or risk reduction,   right? Yeah. there's there's a couple   Mo Hussein (04:14) and there's there's a couple of key components   Jason Hull (04:16) key components in even conversations that you've probably even had with with property managers today is that firstly like you know operators today they already have a lot of data. They probably have access to a lot of different data sets across, you know, operations, but it's probably, you know, disconnected and disjointed and different reports and disconnected systems, hidden in spreadsheets and and dashboards that probably don't drive much much action, right? and everybody wants   Mo Hussein (04:17) in even conversations that you've probably even had with with property managers today is that firstly, like, you know, operators today, they already have a lot of data. They probably have access to a lot of different data sets across, you know, operations, but it's probably, you know, disconnected and disjointed and different reports and disconnected systems hidden in spreadsheets and and dashboards that probably don't drive much much action, right? and everybody wants to   Jason Hull (04:43) to automate and execute   Mo Hussein (04:43) automate and execute an   operational kind of workflow. But the hard part is not whether, you know, AI can really do something, but the hard part is whether a company even knows where value is leaking and who owns that action and and whether these workflows are even clear enough to to be able to automate. And that's kind of the premise of this framework is to kind of measure what that pain is, you know, map that workflow, automate that repetitive work and manage   Jason Hull (04:45) an operational kind of workflow. The hard part is not whether you know AI can really do something, but the hard part is whether a a company even knows where value is leaking and who owns that action and and whether these workflows are even clear enough to to be able to automate. And that's kind of the premise of this framework is to kind of measure what that pain is, you know, map that workflow, automate that repetitive work, and   manage ideally performance through some type of closed loop accountability. We just put an actual word to it, right? A framework to it, I'm sure   Mo Hussein (05:07) ideally performance through some type of a closed loop accountability. We just put an actual word to it and a framework to it, but I'm sure very   similarly to the conversations that you're probably having also even with customers.   Jason Hull (05:15) Very similarly to the conversations that you're probably having also with customers.   Yeah, yeah, got it. Yeah. it's interesting because we're now seeing a lot of these tech companies or tech forward companies that are kind of backtracking on AI a little bit. They were giving out basically blank checks to use AI as much as they could. Some were even creating sort of a contest internally, incentivizing like who could use the most tokens.   Mo Hussein (05:29) Mm.   Right.   You're right.   Jason Hull (05:41) Which is a little bit insane   to just give people a blank check as if that always the more tokens you burn, the more productivity is being created, right?   Mo Hussein (05:51) Right, right, right. And we're seeing, yeah, and you know, as we're seeing these newer models that are coming out, whether it's, you know, through Cloud, Anthropic or even these other these other LLMs, the token utilization is becoming more and more expensive, especially with these newer models. And so now the question of just like, hey, how is that utilization actually translating to actual business value? Right. And this was a question that eventually would have been would have been pushed, right?   Jason Hull (05:54) Yeah and you know.   Of just like, hey, how's that utilization actually translating to actual business value? Right.   Yeah. Yeah. Yeah. I love it. Like how to use AI. Yeah. Bad question. A better question is how do we actually make sure we're creating more profit? How do we actually make sure we are lowering costs? Like   And that's the the idea, they think, well, AI must be so much cheaper than people. And what's interesting, I've also seen some reports lately showing the amount of money these different LLMs are losing right now. They're spending a massive amount of money to deliver AI to us at a super cheap price right now. And but they're losing money. Every time we're chatting, they're losing money.   Mo Hussein (06:47) Mm-hmm.   Right.   Right.   Jason Hull (07:01) And that's that's a wild business model. They're obviously hoping to win some sort of AI race. They're hoping to get us maybe in the future. And there's a lot of talk lately as well of people thinking we gotta shift to local models. Like we gotta I gotta run this AI stuff on my own computer and not be giving all my money to anthropic or open AI you know, open AI or whatever. So okay.   Mo Hussein (07:15) Mm-hmm.   Right, right.   Right.   Jason Hull (07:26) Cool. So let's continue on. Me measure, map and automate. Yeah. Yeah.   Mo Hussein (07:29) Yeah. Yeah. And   by the way, going on your point, Jason, it's you know, you you also, you know, creating automation and leveraging these models locally, it there's definitely value in that. But you know, now more than ever, f you know, teams are kind of distributed, right? And so ideally, if you've built automations and leveraging these L LMs and   Jason Hull (07:35) Yeah, y you also you know   Locally it is definitely that   Teams are kind of distributed, right? Yeah. Ideally, if you've built automations and leveraging these LLMs   and   Mo Hussein (07:52) And things of that sort.   You probably want to have like some type of an interface that's like cloud based, right? Or for folks to be able to kind of collaborate in some type of a ideally like a safe environment, right? and so measure, map and and automate. So you know, there's there's kind of those three components to be able to actually fully ideally leverage leverage AI. But   Jason Hull (07:55) some type of a an interface that's like cloud based, right? Or for folks to be able to kind of collaborate in some type of a ideally like a safe environment, right? yeah. So measure, map and and automate. So you know there's there's kind of those three components to be able to actually fully ideally leverage leverage AI but   there's there's a couple like kind of key core components that feel like   Mo Hussein (08:20) There's there's a couple of like kind of key core components that I feel like   is very important for folks to to really understand before they can they they can even take advantage of of AI, right? so one is you know AI, AI value really truly is workflow value. And so like the most the biggest opportunities when it comes to automation leveraging AI is things that are repetitive.   Jason Hull (08:25) is very important for folks to to really understand before they can they they can take advantage of of AI, right? so one is, you know, a AI AI value really truly is a workflow value. And so like the most   automation leveraging AI as things that are   repetitive, you know, judgment heavy, ideally high volume workflows. Think about things like you know, leasing follow-up, delinquency, turns, maintenance, triage, variance explanations. another another key thing to understand is you know AI depends on trusted ideal operational data. And so if you don't have accurate or clean property unit, resident, vendor,   Mo Hussein (08:44) you know, judgment heavy, ideally high volume workflows. Think about things like you know, leasing follow-up, d delinquency, terms, maintenance triage, variance explanations. another another key thing to understand is, you know, AI depends on trusted ideally operational data. And so if you don't have accurate or clean property unit, resident vendor   payment data and it's and it's inconsistent, you know, AI just   Jason Hull (09:10) payment data and it's and it's inconsistent, you know,   AI just helps accelerate the wrong answer, right? This notion of like hallucinations also kind of exist. and you know insights without ownership is is just is really just theater. And so although AI may identify a problem and recommend an action, things need to be routed, right? And asci you know action needs to be assigned, there needs to be some accountability that gets created there and then a measurement of of of   Mo Hussein (09:13) helps accelerate r the wrong answer, right? And the this notion of like hallucinations also kind of exist. and you know insights without ownership is is just is really just theater. And so although AI may identify a problem and recommend an action, things need to be routed, right? And as I you know action needs to be assigned. There needs to be some accountability that gets created there and then a measurement of of of a   of of a of a result.   Jason Hull (09:40) of of a of a   result. and then lastly like humans humans control still matters, right? Things that have a very high potential opportunity cost. you know, operators should be very careful on how they utilize AI. So, you know, things around fair housing, sensitive sensitive decisions like screenings, evictions, legal communication, you know, employee decisions and maybe even large payment loopholes and so   Mo Hussein (09:42) and then lastly like humans, humans control still matters, right? Things that have a very high potential opportunity cost. you know, operators should be very careful on how they utilize AI. So, you know, things around fair housing, sensitive sensitive decisions like screenings, evictions, legal communication, you know, employee decisions and maybe even large payment approvals. And so   Once we   have these kind of these table stake table stake items, if you will, kind of address, then you know we can move on to kind of you know the our framework of kind of measure, map, and automate. And so in each of these different components have different purposes, you know. The whole point of the measure step is is to quantify where pain exists and to validate kind of being buying versus buy like building. And so you want to ask things like where   Jason Hull (10:09) Once we have these kind of these table stakes stakeheads, if you will, kind of addressed, then you know, we can move on to kind of, you know, the our framework of kind of measure, map, and automate. And so and each of these different components have different purposes, you know. The whole point of the measure step is is to quantify where pain exists and to validate kind of being buying versus buy like building. And so you want to ask things   like where   Mo Hussein (10:36) where   time, where margin, where service quality or accountability is lost today, right? Examples can be things like, you know, days vacant, you know, delinquency rate, maintenance response times. These would be kind of like outputs like invoice coding time, reporting hours, renewal conversions, right?   Jason Hull (10:37) Where time, where margin, where service quality or accountability is lost today, right? Examples can be things like, you know, days vacant, you know, delinquency rate, maintenance response times. These would be kind of like outputs like invoice coding time, reporting hours, renewal conversions, right?   Yeah. Got it. Yeah, that that makes a lot of sense. So you've got to be you have to have good data.   Which the crux of th where their data is all probably housed is inside of their property management software.   Mo Hussein (11:06) Right.   Jason Hull (11:07) And so hopefully that software is kinda tracking some of this stuff. But, you know, everybody's had a CRM that the team didn't put enough notes in. And then it becomes kind of useless, right? So you're like, what happened with Fred on that call earlier, you know, or previously? I I think I think we talked about this. Can't remember. Why aren't you putting in notes? And so then the flaw becomes the human in the loop in a lot of instances. But then you're saying, you know, also humans matter. Like   Mo Hussein (11:14) Right.   Right.   Jason Hull (11:34) Related to fair housing. We've got to have the human in the loop making decisions. I don't think it would go fair very well to be standing in front of a judge and say, Well, the AI messed this up. It wasn't me.   Mo Hussein (11:43) Right. Right.   Right. Yeah, that's very that's very correct. the the the other thing is is that you know software is a tool, right? So they you know, for like that example that you just gave of like, hey, you know, I had a conversation with Freddie or an owner or what have you, and you know, the notes weren't captured. And so if there's if if if if there's there needs to be also a cultural   Jason Hull (11:46) Yeah, that's very that's very   Yeah, they you know, put like that example that you just gave of like, Hey, you know, I had a conversation   And you know, the notes weren't captured. And so if there's if if if if there's there needs to be also   Mo Hussein (12:06) shift within the organization to become more performance kind of driven, right? And using, you know, places of truth. You know, I, you know, we use Salesforce in our own internal kind of CRM and you know, there's this old ad like this old saying of just, you know, hey, if it didn't happen to Salesforce, it didn't happen at all. In other words, if your system of record hasn't been updated and things haven't been added to it   Jason Hull (12:06) cultural shift within the organization to become more performance kind of driven, right? And using, you know, places of truth. You know, I you know, we use Salesforce in our own internal kind of CRM and you know, there's this this old like this old thing of just, you know, hey, if it didn't happen in Salesforce, it didn't happen at all. Right.   Mo Hussein (12:29) to to ensure that it is correct and accurate and up to date, then   Jason Hull (12:29) to it to to ensure that it is correct and accurate and up   to date, then the organization sees it as, you know, as it didn't happen. And somebody, you know, using anecdotal feedback like, well I did this, but I just didn't update this. And so that's it's very important that, you know, whatever system you're using to kind of measure different KPIs and metrics, that that, you know, that behaviors within the organization are shifting towards that. And it's it's something it's a cultural shift that needs to also   Mo Hussein (12:32) the organization sees it as you know as it didn't happen. And somebody, you know, using anecdotal feedback of like, well I did this, but I just didn't update this, it means it didn't happen. And so that's it's very important that, you know, whatever system you're using to kind of measure different KPIs and metrics, that that, you know, that behaviors within the organization are shifting towards that. And it's it's some it's a cultural shift that needs to also cascade   also from from leadership down as well.   Jason Hull (12:57) Cascade also from leadership down.   Yeah, the advantage we have nowadays with all the AI stuff that's come out is now pretty much everything gets transcribed everywhere. So calls get transcribed, notes can be created automatically. You can also go back and ha check the transcription on a call or a zoom call or recording, figure out what happened. So that you know, not leaving notes in the CRM is a little bit less of a problem than it was in the past.   So we've so we've chatted a bit about measure. What is what's important about mapping or map? Yeah. So this is this goes back to my previous point about like you know AI value being it it is workflow value. Yeah so you know you've measured you've identified you know your measurements and KPIs. So whatever those KPIs may be. Next what you need to do is map what the actual   Mo Hussein (13:30) The mapping. Yeah. So this is this goes back to my previous point about like, you know, AI value being it is workflow value. And so, you know, you've measured, you've identified, you know, your measurements and KPIs, you know, days vacant, delinquency, whatever those KPIs may be. Next, what you need to do is map what the actual what   the actual workflows that are happening, not how leadership or staff thinks it's happening.   Jason Hull (13:53) what the actual workflows are happening, not how leadership or staff thinks it's   happening. There's a very key kind of a distinction is that, you know, a lot of operators and teams kind of assume, hey, you know, we have a set process, but it may not be happening the way that they are envisioning or the way that they're assuming that this is happening. Yeah. And and map that entire workflow end to end.   Mo Hussein (13:59) The very key kind of distinction is that, you know, a lot of operators and teams kind of assume, hey, you know, we have a set process, but it may not be happening the way that they are envisioning or the way that they're assuming that this is happening. And and map that entire workflow end to end.   identify what systems are involved, where handoffs occur, where approvals are required.   Jason Hull (14:21) identify what systems are involved, where handoffs occur, where approvals are required,   Mo Hussein (14:27) where judgment calls are are are are kind of made. And so, you know, every company has, you know, things like experienced managers and accountants and maintenance folks and and they usually know what good looks like versus what bad looks like. And so AI here is to help kind of convert that tribal knowledge ideally into a repeatable operating model. And so examples of how that mapping   Jason Hull (14:28) where judgment calls are kind of made. And so every company has you know things like experienced managers and accountants and maintenance folks, and and they usually know what good looks like versus what bad looks like. And so AI here helped kind of convert that tribal knowledge ideally into an overviewable operative model. So examples of   that mapping would be is you know, hey, what is the entire need to lease workflow?   Mo Hussein (14:50) would be is, you know, hey, what is the entire lead to lease workflow? You know,   Jason Hull (14:54) You know, what is the work order to completion, you know? what is our renewal offer to sign and executed actual renewal? And so and actually and again documenting that, a a lot of organizations have some notion of what that workflow kinda looks like. but   Mo Hussein (14:54) What is the work order to completion? You know? what is our renewal offer to signed and executed actual renewal? And so and actually, and again, documenting that. A a lot of organizations have some notion of what that workflow kind of looks like. but you know, they   haven't actually done they may not have documented, or if they did, it's not updated and they have an out of date SOP or a process diagram.   Jason Hull (15:12) you know, they haven't actually gotten any INOT documents in or if they did, it's not updated and they have an out of data so P or a process diagram.   Mo Hussein (15:22) And that's that's and that's that's that's a very important kind of key aspect of kind of this process.   Jason Hull (15:22) and that's that's and that's that's that's a very important kind of key aspect of kind of this process. Yeah, yeah. Well I a lot of times I end up talking with clients and I've noticed kind of this pattern or trend in the industry of I call it the process myth where everybody thinks if we just had better processes   all of our hopes and dreams would come true when it comes to the off side of the business and we would be more profitable. And especially see this in the two to four hundred door range in single family or small multi-residential property management. And so the challenge there is th that it's impossible to create enough processes, KPIs, and systems to make mediocre people be great. But they pe that doesn't stop business owners from trying. They they're like   Mo Hussein (15:59) Right.   Right.   Jason Hull (16:04) They they they wake up in the morning, they're like, I want to play an impossible game today. And they they still try. And I call it the process myth because if you have really great people, even if your processes are garbage, that I've seen these businesses still perform well. But the reverse is not true. You have mediocre people, you could have insane amounts of systems and processes and stuff, and the business still has a lot of headaches and problems.   Mo Hussein (16:16) Mm-hmm.   Jason Hull (16:29) And so I've kind of noticed this pattern. I call it the three levels of process. And level one is documentation. It's just like writing stuff out. But that's kind of like the owner's manual in the glove box of the car. Nobody looks at it, it doesn't get updated. You know, it's like it's it's it's gathering dust, and people don't actually, that's not actually how the processes are run. And over time, things gravitate towards ease or grace or what the flows best for the person doing the job.   Mo Hussein (16:39) Mm-hmm, mm-hmm.   Jason Hull (16:57) Not for what's best for the job sometimes. And so it gravitates a little bit towards chaos or being worse. Then there's this level two, which is checklists. This is where people are using things like Asana or Process Street or Lead Simple or they some sort of checklist space system where now they're verifying the works getting done in a certain way. But checklist has its own problems in that it's very linear and not every process is linear.   Mo Hussein (16:59) Right, right.   Read simple. Mm-hmm.   Mm-hmm.   Jason Hull (17:24) There's decisions   and splits and merges and sting things happening concurrently in property management. And so the challenge with checklist also it can tend to slow things down. It's not as efficient. So the next level and the problem I had with checklist, we used to use process street, is that it it if anytime a process got complicated, I had to build logic and you know, if-then sort of situations into it.   And it usually got to the point where I didn't even understand it. Like a year later, I'm looking at a process. I'm like, I had to retranslate this back into something that made sense to my brain. And I always, and the nerd had to be the one that did all the updates on it because nobody else could understand it. So then we eventually graduated to level three. So level three is visual workflow. This is for humans.   Mo Hussein (18:01) Right.   Mm-hmm.   Jason Hull (18:13) And so, and with with this, my tip to everybody listening, if you have a system, whether it's checklist or it's any of these three levels, you know, documentation, checklist, or visual workflow, that you your first two processes you make as an operator or as a business owner is how to create a process in this system is number one. And number two, how to QA.   Mo Hussein (18:26) Did   Jason Hull (18:37) A process that is made in the system to know it's actually a good one. If you just make those two, you don't have to do any of the other stuff. Everybody else can do it. You just make those two. That's my tip for all you business owners. And now with AI, you can start adding AI. Once you have things visually mapped out, it's you've got the map like you're talking about. Now you can figure out all right, where can AI take over some of this stuff? And where do we still need the human in the loop? Right. So yeah.   Mo Hussein (18:43) Mm.   And automation. Mm-hmm. Yep.   Yeah.   Right,   Jason Hull (19:05) So any tips for those listening to this that are already geeking out with AI, they're doing a little bit of this measuring and mapping and automating. What are some of the biggest challenges you've noticed where this kind of breaks down or people are making mistakes?   Mo Hussein (19:19) It's it's honestly it's the it's the you know, AI value. it's it's a lot of the small individual decisions that are made in a in a repetitive fashion and that that are made a lot that really are gonna unlock like true value for for any operator. And so like, you know, having very clean data, standardized, you know, systems of truth by what we mean by that is that, you know, hey, you know.   Jason Hull (19:20) It's it's honestly it's the it's the you know, AI value it's it's   like true value for for any op   clean data, standardized, you know, systems of truth. But what we mean by that is that, you know, hey,   you know, you know, whatever work order system that you're using, for example, has accurate, you know, work order data. People, you know, you're making a segment for actually closing out the work order when they complete it. Hey, the end of the week, I'm gonna now try to remember what I did earlier in the week.   Mo Hussein (19:47) you know, whatever work order systems that you're using, for example, has accurate, you know, work order data. People, you know, your maintenance technicians are actually closing out the work order when they complete it. Not just, hey, the end the week, I'm gonna now try to remember what I did earlier in the week.   Close it out. So the data is   the data can't be trusted, then AI is just going   Jason Hull (20:04) data the be trusted and AI   Mo Hussein (20:07) to cause additional kind of confusion. And so having accurate systems of record. And I gave that example of of of a work order when a technician kind of closes that, right? the process map, I think the you know, the three buckets are like three level that you kind of gave, I think is a great, great.   Jason Hull (20:20) Yeah, yeah. Yeah, that makes sense.   yeah.   level that you kinda gave I think it's a great,   great anecdote and framing of how processes should be kind of looked at. And and I think one thing that a lot of operators usually tend to overlook or assume is you know how things are being done versus how they actually are being done within the schemes, right? So an owner somebody at some point said, okay hey this is a process we're gonna take and then over time that just kind of got changed.   Mo Hussein (20:29) anecdote and framing of how processes should be kind of looked at. And and I think one thing that a lot of operators usually tend to overlook or assume is you know how things are being done versus how they actually are being done within the teams, right? It's an owner, somebody at some point said, okay, hey, this is the process we're gonna take. And then over time that just kind of got changed. And there   may be, you know, two different property managers   Jason Hull (20:55) And there may be, you know, two different property managers   Mo Hussein (20:58) operating in two different regions in the same company that are doing leasing renewal differently, right? That going back to that point that you mentioned about systematizing and having accountability loops and task base or like checklist items and ensuring that those things are actually done in that same quality and that same fashion is very, very key. And so getting data, like getting the right data, accurate data,   Jason Hull (20:58) operating in two different regions in the same company that are doing these things renewal differently. Right. That point that you mentioned about synthesizing and having accountability loops and task based or like checklist items and ensuring that those things are actually done in that same quality, in that same fashion is very, very key. And so getting data, getting the right data, accurate data   Mo Hussein (21:23) and then also like your process mapping and your   Jason Hull (21:24) And then also like your process mapping   and your processes kind of documented. I think I think the visual representation is a great way to have that. And those are the two key things that ninety percent of folks that are trying to leverage AI and automation and even the folks that are starting to try to jump into this space and try to automate and use AI for these things like usually we're like where where they're really struggling with. got it. Yeah, I think   Mo Hussein (21:26) processes kind of documented. I think I think the visual representation is a great way to have that. Those are the two key things that ninety percent of folks that are trying to leverage AI and automation and even the folks that are starting to try to jump into this space and trying to automate and use AI for these things like usually we're like we're where they're really struggling with.   Jason Hull (21:50) I was just on a webinar recently and they were talking about building AI agents and they were talking about if you want to make really effective AI agents, you need to give them a really good job description, just like a human. And what what's really funny is if you we coach clients on this a lot, but if we tell the clients to to go, we coach clients on   Creating job descriptions. We call our version of them R docs because each section starts with an R, like role, responsibility, et cetera, all the typical stuff. But then we have some additional sections that we found really paramount. So what we'll tell them to do is go ask your team members, give them this framework, and have them create their own R Doc. And then you take a look at this and see if that's what you would have created. Because it's never like what they think their job is. It's usually very different than what the business owner thinks their job is.   Mo Hussein (22:25) Mm-hmm.   Right.   Jason Hull (22:36) And maybe even different what the manager, the ops person thinks the job is, but then you can actually literally get on the same page with them. You can be like negotiate this and be like, this is what we think your priorities should be, and what your outcomes should be, and what we want you to be able to accomplish. And this is helpful for them to know what they're aiming for so that they can please you because your team members want to please you if they're good. But usually there's a big disconnect, like you're saying, between what   Mo Hussein (23:00) Mm-hmm. Mm-hmm.   Jason Hull (23:05) the the employee thinks their j role and job is versus what their manager thinks they should be doing versus what the business owner thinks everybody should be doing. And so nobody's on the same page. And then you're everybody's roles are a little messy. And then you're going, let's give them processes now to work on. And they're not even clear on what their job is or what their role is. Yeah. And so same thing if you were going to build an AI agent and you were like, I want you to try and be good at everything. And then suddenly it's like really   Mo Hussein (23:29) Right.   Jason Hull (23:34) Hallucinating a lot and it's messing everything up and yeah. And it's not a realistic creature, you know, just like some people give create job descriptions that are for like four different personality types. Right. And then they hire somebody that maybe can actually do all four things, and we call those really highly adaptable, weird creatures entrepreneurs. And then they wonder why that property manager left and stole all their clients.   Mo Hussein (23:34) Horrible.   Right.   Yeah.   Jason Hull (23:57) Instead of finding somebody that's like really good at being one thing. Right. Yeah. And that's how you should see Asia.   Mo Hussein (24:00) Right. That that that that role clarity is very, very, very important, right? And that's how you should see agents as well, is that   like, hey, it's like a trained employee. And so you should exp you should expect the same level of, you know, investment involvement, if you will, and trying to and try to help them be the best of like, you know, whether it's a leasing agent, a maintenance coordinator, or whatever that their role may be. And I I think another aspect is and I'm curious how like how   Jason Hull (24:12) you should expect the same level of you know investment involvement if you will and trying to and try to help them be the best of like you know whether it's a leasing agent a maintenance coordinator or whatever that their role may be and I I think another aspect is and I'm curious that   like how you know when you guys are having conversations with clients around role descriptions stuff it's the concept of ownership like hey what you know how to how to align ownership to and lining that up to hopefully the mental business   Mo Hussein (24:28) you know, when you guys having conversations with clients around role descriptions and stuff, it's the concept of ownership. Like, hey, what, you know, how to how to align ownership to and lining that up to hopefully an eventual business outcome or KPI   or something so that, you know, their performance drives also the business performance, right? How have you guys had this conversation or how do you talk about kind of that concept? I can kind of allude to it without kind of explicitly calling it out.   Jason Hull (24:42) Kate guy or something so that you know their performance derives also the business performance, right? Yeah. How do you talk about kind of that concept? You kind of allude to it without kind of explicitly calling   it out. Yeah, I think well, sometimes I'll just totally call a business owner out on things. But I think what I think will be interesting is people are building starting to build agents. I think that they should.   They should have an understanding of personality types. I think they should have an understanding maybe or a conversation with AI about what Myers Briggs type might be good for this agentic role. And because like somebody that's really good at like strategy and the strategist role, which would be like an INTJ in Myers Briggs, might be good at some operational stuff, but they would be really terrible at customer service.   Mo Hussein (25:19) Mm-hmm.   Jason Hull (25:33) Because a lot of INTJs don't even like humans, right? And so they're logical thinkers and they're really judging and they're practical and they're in you know introverted and they're really bad at understanding how the other person feels or even expressing that. And so you're you you don't want to create these try and create AI AI agents that are multiple split personality types, because I don't think they're gonna be as effective. And you can't also, just like you wouldn't want somebody building the process.   QE QA QA of the process. You don't want them both. You don't want AI to be checking itself. Right. Right. The the brain that had problems doing the messing things up, maybe, or didn't do it totally right. You don't want them checking their own work. Right. And so, yeah, so I think this is going to be interesting that people are going to be building agents and they usually think just logically here's the context it needs, here's the role, whatever. But I think also maybe give it the personality that it.   Mo Hussein (26:08) Right, right.   Right.   Jason Hull (26:29) What's the disc assessment for this person, this agent? What's the Myers Briggs type for this agent? And then if especially if they're communicating with humans or doing a task that you want them to be somewhat human like, they're going to be much better at doing this if you give it you create them in the right way. Just an idea.   the other thing to know as a business owner, you need to know who you are so that you can build your dream team around you. So your advisors, whether they're agentic or human, your advisors, your team members, it should be built ultimately around you thriving and being healthy in your own business so that you've got the tea the tools and the resources that fit you. But most business owners make the mistake.   Of trying to build the business around the business and then wonder why they're miserable and why they're kind of a slave to their own business. Right.   Mo Hussein (27:16) Right. Right. Right.   Jason Hull (27:20) So anyway, Mo, measure, map, automate, MMA. Doesn't involve fighting too much. You know, like mixed martial arts. It's a little bit on the, you know, less physical side of things. fun chatting about.   Mo Hussein (27:26) No.   Jason Hull (27:34) all the the AI stuff that's going. How can people anything else that you want to add to our conversation here about yeah this model? And then could you tell us a little bit about what you do and how maybe you help property managers with this stuff? Yeah. Yeah. so I guess just to put it succinct, kind of a a sandwich kind of takeaway. So yeah, operators need to wait for a perfect AI.   Mo Hussein (27:48) Yeah. Yeah. so I guess just to put it succinctly, kind of a a a sandwich kind of takeaway. So, yeah, operators don't need to wait for a perfect AI strategy.   Start by identifying, measuring where value exists, where things are leaking, then mapping workflows and then deciding what can be safely automated and measuring whether those actions improve performance. and so   Jason Hull (28:00) Identifying, measuring where value exists, where things are leaking, then mapping workflows, and then deciding what can be safe and automated, and measuring whether.   Mo Hussein (28:10) like you know, over time we'll see that you know the winners are not gonna be the companies that have the most amount of most amount of data, but they're the ones that can convert data into consistent operating actions across how they've operated every door. if you we help clients with you know putting together SOPs, also mapping their technology needs, where where they're where they're having operational leaks in the business can be   Jason Hull (28:10) So like you know over time we'll see that you know the winners are not gonna be the companies that have the most amount of most amount of data, but they're the ones that can convert data into consistent operating actions across how they've operated every door. if you we help clients with you know putting together SOPs, also mapping their technology needs, where where they're where they're having operational leaks and the business   can be optimized.   Mo Hussein (28:37) Optimized further using   Jason Hull (28:38) Further using technology and automation, we have a platform that we've built, Prop Strata, to actually connect and help with that automation type effort. and we're also we also do a lot of accounting and and CPA work. you can reach us at www.balanceasset solutions.com, and my emails mo at propstrata.com, or you can reach out to our team at info at balance asset.   Mo Hussein (28:39) technology and automation. We have a platform that we've built, Prop Strata, to actually connect and and help with that automation kind of efforts. then we're also we also do a lot of accounting and and CPA work. you can reach us at www.balanceasset solutions.com and and then my email is mo at at propstrata.com or you can reach out to our team at info at balanceasset solutions.com.   Jason Hull (29:03) Cool. So they could take a look at this at propstrata.com.   Mo Hussein (29:07) Correct. W dot propstrata.com.   Jason Hull (29:11) Okay, cool. Very cool. All right. yeah, check that out, everybody. It sounds interesting. All right. Well, Mo, I appreciate you coming out and hanging out with me here on the DoorGro show and sharing everything.   All right.   So if   If you have ever felt stuck or stagnant in your property management business and you want to take it to the next level, reach out to us at doorgrow.com. We are the world's best at creating high-growth property management companies in the single-family residential space or the small multi-space. And if for a free training or how to get unlimited leads for free, text the word leads to 512-648-4608. That's 512-648-4608.   Also, join our free community just for property management business owners at doorgrowclub.com. And if you want tips, tricks, and ideas to learn about our offers, subscribe to our newsletter by going to doorgrow.com slash subscribe. And if you found this even a little bit helpful, don't forget to subscribe and leave us a review on whatever channel you saw or heard this on. We'd really appreciate it. And until next time, remember the slowest path to growth.   is to do it alone. So let's grow together. Bye everyone.

Episode 370: Building a Team of A-Players, The System Most Advisors Miss In this episode of The Magellan Network Show, Coach Joe Lucas continues the Summer Scaling Series with a deep dive into the systems that separate thriving advisory practices from ones that stay stuck. Joe breaks down the three core systems every advisor needs to scale: ✅ CRM Mastery: Why your CRM is the central nervous system of your business, and why most advisors are barely scratching the surface of what it can do. ✅ Strategic Time Blocks: The minimum two dedicated days per month you need to work on your business (not just in it) and why this counterintuitive shift accelerates growth. ✅ Building Your A-Player Bench: How to always be recruiting, what separates a stakeholder from a job-seeker, and why five deep COI relationships beat a wide network every time. Joe also breaks down the critical difference between managing and leading and shares three powerful one-to-many client communication strategies: educational webinars, office hours, and hosted happy-hour meet-and-greets. If you are serious about scaling your practice, this episode will challenge you to stop getting through your to-do list and start building an enterprise. Subscribe, leave a review, and share this episode with a colleague in the game. Visit us at magellannetwork.net

Ryan Dohrn, Mr. Revenue, shares practical sales training tips on why salespeople should stop asking prospects, “What's your budget?” In this episode of The Ryan Dohrn Business Show, Ryan explains why the budget question can limit the sale, weaken your value and push prospects into price-only thinking. Instead, Ryan shares a better sales strategy for guiding the conversation, presenting stronger recommendations and helping prospects focus on outcomes, value and results. These practical sales tips are built for salespeople, media sales teams, ad sales professionals and business owners who want to improve prospecting, close more deals and create better sales conversations. For more sales training, media sales training, ad sales training, corporate sales training, prospecting tips, CRM tips, AI sales tools, customer retention ideas and sales strategy, visit http://RyanDohrn.com. #SalesTraining #MediaSalesTraining #AdSalesTraining #CorporateSalesTraining #SalesStrategy #ProspectingTips #SalesTips #CloseMoreSales #CustomerRetention #RyanDohrn #MrRevenue

By Doug Green “The AI can only do so much.” Organizations are investing heavily in artificial intelligence, CRM automation, call recording, transcription and customer-experience analytics. But according to Mike Wehrs, Chief Operating Officer at TieTechnology, many are overlooking the first and most important link in that technology chain: the device capturing the conversation. In this Technology Reseller News podcast, Wehrs explains that AI cannot overcome poor information at the source. “If you don't get those underlying data sets cleaned up, the AI can only do so much,” Wehrs says. “It can't make up information. If it does, we call that hallucination—and generally, that's not a good thing.” TieTechnology provides business-grade VoIP and communications services, but its role extends beyond simply connecting or recording calls. The company can process conversations, transcribe them, analyze sentiment, summarize the interaction and place the resulting information into a customer's CRM platform. That makes the quality of the original audio increasingly important. A conversation is no longer something that is simply heard by two people. It can become searchable business data used for customer records, sales intelligence, compliance, employee coaching and AI-driven decision-making. Yet the headset or microphone capturing that conversation may receive very little consideration. “The people who do that are the same people who are ordering your coffee,” Wehrs says, describing how headsets are frequently selected without input from IT teams, speech-recognition specialists or the people responsible for AI and analytics. A low-quality headset may still allow two people to understand one another. That does not mean the recording is suitable for transcription, sentiment analysis or business-intelligence applications. “If you're looking to make it searchable in a database and be able to run BI reports on it, that is nowhere close to the bar,” Wehrs says. The challenge becomes even greater in modern offices where organizations are using multiple wireless devices, Bluetooth headsets and Wi-Fi networks. What appears to be a phone-system, application or network problem may actually be interference or an unsuitable endpoint. TieTechnology helps businesses evaluate the complete communications environment, including employee roles, mobility requirements, workplace conditions and the applications that will rely on the captured voice data. The objective is not necessarily to purchase the most expensive device. It is to select technology that is fit for its intended purpose. “If the garbage that I get on the inbound, no matter how much I process it, I can't make it less than garbage on the way out,” Wehrs says. For businesses hoping to gain more value from AI, the lesson is straightforward: better results begin with better inputs. “Improve the headsets that you've got that you're letting your reps talk on,” Wehrs says. Listen to the podcast to learn why microphones and headsets should be viewed not simply as communications endpoints, but as data-acquisition tools at the foundation of the AI technology stack.

Ryan Dohrn, Mr. Revenue, shares practical sales training tips on why salespeople should stop asking prospects, “What's your budget?” In this episode of The Ryan Dohrn Business Show, Ryan explains why the budget question can limit the sale, weaken your value and push prospects into price-only thinking. Instead, Ryan shares a better sales strategy for guiding the conversation, presenting stronger recommendations and helping prospects focus on outcomes, value and results. These practical sales tips are built for salespeople, media sales teams, ad sales professionals and business owners who want to improve prospecting, close more deals and create better sales conversations. For more sales training, media sales training, ad sales training, corporate sales training, prospecting tips, CRM tips, AI sales tools, customer retention ideas and sales strategy, visit http://RyanDohrn.com. #SalesTraining #MediaSalesTraining #AdSalesTraining #CorporateSalesTraining #SalesStrategy #ProspectingTips #SalesTips #CloseMoreSales #CustomerRetention #RyanDohrn #MrRevenue

This podcast is all about founders having the capacity to grow. Nicola Anderson is a Business Growth expert and she shares her DASH framework to help founders push on from the £1-5m turnover level.Summary of the PodcastKey TakeawaysFounder Bottleneck: Business growth often stalls at £1M–£5M turnover because the founder becomes the decision-making bottleneck, losing the strategic headspace needed for further expansion.DASH Framework: Nicola Anderson's framework (Delegate, Automate, Stop, Hire) provides a structured process to create capacity to grow before hiring, which prevents costly mistakes and ensures new roles are strategic.Human-AI Integration: The most successful businesses will integrate human connection with AI efficiency. Over-reliance on AI from a single person creates significant operational risk and lacks the trust required for major deals.Strategic Exit: Founders often seek to shift from day-to-day operations to a strategic role (e.g., Chairman) to gain lifestyle freedom without full retirement, requiring a business that functions independently.The Founder Business Growth BottleneckBusinesses naturally grow around the founder, making them the central hub for all decisions.This model is sustainable to a point (e.g., £1M–£5M turnover) but eventually leads to the founder being consumed by day-to-day tasks.Consequence: Growth stalls because the founder loses the strategic headspace required for innovation, planning, and external opportunities like acquisitions.Impact: This also erodes the personal freedom and work-life balance the founder initially sought.The DASH Framework for Capacity to GrowThe DASH framework provides a structured process to create capacity to grow before hiring, preventing costly mistakes.D → Delegate: Identify tasks that can be delegated.Prerequisite: Trust in the team is essential for effective delegation.Rationale: Delegate non-core tasks to free up time for enjoyable, high-value work.A → Automate: Use technology (e.g., CRMs, AI agents) to handle repeatable tasks.S → Stop: Eliminate unnecessary activities (e.g., redundant reports, legacy spreadsheets) that add no value.H → Hire: Only hire after completing the first three steps.Rationale: This ensures new roles are strategic and prevents hiring at the wrong level (e.g., a full-time COO vs. a fractional one).Risk: Hiring too quickly creates another "wire" (decision point) for the founder if the role isn't clearly defined.Human-AI Integration & RiskThe most successful businesses will effectively integrate human talent with AI tools.Risk of AI-Only Models: Graham cited an example where a large company rejected an AI service provider after discovering it was a one-person operation.Reason: The operational risk was too high (e.g., if the person became unavailable), and the lack of human connection undermined trust.Human Connection: People buy from people they know, like, and trust, especially for significant investments. AI should support, not replace, this connection.Client Profile & EngagementTypical Clients: Founders at £1M–£5M turnover facing stalled growth, burnout, or preparing for an exit.Client Goals:Create a saleable business that doesn't depend on the founder.Shift from day-to-day operations to a strategic role (e.g., Chairman) for more lifestyle freedom.Engagement Model:Phase 1 (Intensive): A 30-day engagement for £2,500 to apply the DASH framework and create an action plan.Phase 2 (Partnership): Ongoing support for accountability and implementation, with a team of freelancers for specific tasks (e.g., CRM setup).Example: Nicola's work with David B. Horne helped him define the CEO role ("Karis") needed to transition to a Chairman position.The Next 100 Days Podcast Co-HostsGraham ArrowsmithGraham founded Finely Fettled in 2014 to provide data from The UK High Net Worth Database to marketers targeting affluent and high-net-worth customers. He's the founder of MicroYES, a Partner for MeclabsAI, creating lead generation AI Agents & Workflows and introducing the MeclabsAI Platform. Graham also provides an Answer Engine Optimisation solution to get your website in shape to be found by LLMs.Kevin ApplebyKevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

Ryan Dohrn, Mr. Revenue, shares practical sales training tips on why salespeople should stop asking prospects, “What's your budget?” In this episode of The Ryan Dohrn Business Show, Ryan explains why the budget question can limit the sale, weaken your value and push prospects into price-only thinking. Instead, Ryan shares a better sales strategy for guiding the conversation, presenting stronger recommendations and helping prospects focus on outcomes, value and results. These practical sales tips are built for salespeople, media sales teams, ad sales professionals and business owners who want to improve prospecting, close more deals and create better sales conversations. For more sales training, media sales training, ad sales training, corporate sales training, prospecting tips, CRM tips, AI sales tools, customer retention ideas and sales strategy, visit http://RyanDohrn.com. #SalesTraining #MediaSalesTraining #AdSalesTraining #CorporateSalesTraining #SalesStrategy #ProspectingTips #SalesTips #CloseMoreSales #CustomerRetention #RyanDohrn #MrRevenue

Ali Lazari has her commercial and narration demos - but she wants to specialise in corporate narration and she's not there yet. Her question for Marc: what do you do in the meantime? Do you reach out to leads? Do you wait? Do you do nothing? Marc's answer: you don't sit on the sidelines. In this Summer Series episode, Marc breaks down every option available to voice actors who are working toward the demo they really want - without putting their business on hold while they get there. Inside this episode: The voiceover chicken and egg problem - and why you don't have to stay stuck in it How to use Voice123 auditions as demo clips (with the right permissions) The 30-day CRM follow-up that turns finished client work into new samples How to break up a broad narration demo into targeted clips on your website - without recording a single new thing Using AI to write practice scripts for corporate narration - and why Marc has no guilt about doing it himself How your existing commercial demo can still get you in the door with the right clients Building a frame of reference by listening to the best corporate narration demos out there The one recording that becomes four pieces of marketing content - audio clip, video sample, social post, and website case study Whether you're waiting on a demo or building toward your next one, this episode is full of things you can do right now.

Fixing gym Facebook ads conversion tracking is part of how we get studios to $100K a month. Your ads manager sees fifty leads on one ad and six on another, calls the fifty-lead ad the winner, and kills the other one before ever checking what happened next. That is the blind spot behind most gym ad optimization strategy decisions. When your CRM and your Meta ads manager never talk past the lead stage, nobody actually knows which ad produced a member. The six-lead ad that closed two members just got cut so the fifty-lead ad that closed zero could get double the budget. Mike walks through the Meta CAPI setup gym owners can hand straight to their agency, the gym CRM Meta integration naming translation between lead, book, show, and close, and why fixing this one setup matters more for gym owner paid ads in 2026 than any new ad creative. If your team has ever asked how many leads did we get instead of how many members did we get, this gym leads vs members breakdown is for you. In this episode you'll learn: — Why the fifty-lead ad might actually be your worst ad — The exact CAPI setup Mike tells every agency to put in place — Why your ads manager and CRM need to talk past the lead stage — The naming translation between your CRM and Meta so nothing gets lost — Why lead volume is the weakest metric to optimize for and the most common one used — What happens when you optimize for closes instead of leads — The one line to tell your agency if they say CAPI is not necessary — Why $100K a month gyms track every ad past the show stage — What to do if your agency will not set this up If your agency has been optimizing your gym ads for lead volume, this episode gives you the exact fix to hand them today. Timestamps: — 0:00 Demanding this from your agency — 0:59 What CAPI actually stands for — 1:23 The checklist Mike is giving away — 1:58 Lead, book, show, close: the real funnel — 3:09 Why fifty leads can still be your worst ad — 4:27 How ads manager and CRM connect past the lead — 5:39 The real winners hiding in your numbers — 5:56 Why lead volume is the weakest metric — 6:36 Handing the checklist to your agency — 6:52 The CRM to Meta naming translation — 8:00 Why $100K gyms track this differently 100K Plan: https://www.youtube.com/watch?v=uMPx7b3_LOA Behind Gym Doors Podcast Playlist: https://www.youtube.com/playlist?list=PLnwaMl7Us7dAkfE6idQW56EYkEEQ2E5eE CAPI Setup Checklist: https://drive.google.com/file/d/1qFHmXVI56EjG6SVgK5-jCu7birtD8g7_/view Turns out the fifty lead ad was never the winner.

Your phone rings after hours and a perfect-fit remodeling lead leaves a voicemail and disappears. We talk with Lauren Scherber, second-generation owner of Castle Building and Remodeling in Minneapolis St Paul, about the practical ways she's using AI to stop that leak and build a stronger design-build business without losing the human side of the work.We get into what it really takes to scale a remodeling company from a basement operation into multiple design studios with a full team: designers, project managers, and in-house carpenters. Lauren shares the behind-the-scenes reality of family business succession, why systems and roles matter, and how tough decisions can protect both the company and the relationships that built it.Then we go deep on AI in remodeling and construction. Lauren explains how AI agents and a modern CRM help capture leads, summarize sales calls, and schedule consultations 24/7. We also cover AI for interior design visualization, faster renderings, and plan and spec comparison that can catch costly mistakes before they hit the field. On the marketing side, we talk digital marketing for remodelers, SEO and AEO, content like remodeling cost guides and “Remodeling 101” videos, and why PR, reviews, and even accessibility now affect search visibility as bots and language models pull from many sources.If you want smarter workflows, better lead conversion, and clearer positioning in a crowded market, hit play, then subscribe, share this with a builder or designer friend, and leave a review so more pros can find the show.Transform your marketing with Designer Discussions Academy. In weekly face-to-face sessions, we equip busy business owners with cutting-edge PR strategies, marketing insights, and time-saving tools to not just work in your business, but on your business. Join us to outshine competitors and elevate your business.Join us for our Academy sessions and workshops:https://www.designerdiscussions.com/academy.htmlDesigner Discussions is an educational interior design podcast on marketing, PR and related business topics. Download our FREE Client Avatar GuideDesigner Discussions is a partnership of three experts: Jason Lockhart, CEO of KABMS; Maria Martin, founder of DesignAppy; and Mirjam Lippuner, founder of Get Ink DIY

Why do less than a third of independent agents actually use a CRM, and what is that gap costing them? Jason Cass sits down with Mariah Gates, Founder of Accelerated Automation, to unpack agency operations, the shifting role of AMS platforms, and what it really takes to prepare an agency for AI. Key Topics: Why less than 27% of agents actually use a CRM, per a Vertafore study Growth through acquisition creates operational struggles even for large agencies Fixed owner pay leads to healthier cash flow and tech decisions The "AMS Demotion": AMS shifting from operating system to system of record AMS platforms need open APIs and two way sync to stay relevant Point solutions expose gaps that AMS systems fail to solve Why integration philosophy separates open platforms from closed ones like EZLynx Software companies must listen closer to users to avoid disconnected decisions AI adoption requires documented processes before layering on new tools Why agentic AI replaces unlicensed work while virtual employees remain essential Reach out to: Mariah Gates Jason Cass Visit Website: Accelerated Automation Agency Intelligence Produced by PodSquad.fm

Most capital raises become stressful because the follow up starts too late. Brandon Wong explains how consistent communication before a raise helps operators stay top of mind and focus on investors who are ready to have real conversations. Description In this episode of The Property Profits Podcast, Dave Dubeau sits down with Brandon Wong, founder of Smart Syndicator, to discuss a practical approach to investor communication. Brandon shares how losing money on his first real estate deal eventually led him toward building systems that made raising capital much more efficient. Instead of making endless phone calls and repeating the same conversations, he created automated workflows that answer common investor questions, organize responses, and help operators prioritize the people who are actively interested. The conversation also covers why text messaging has become such an effective communication tool, how to reconnect with older contacts, why monthly investor education matters, and why successful capital raising begins long before a property goes under contract. Key Topics Brandon's journey from the Marines into real estate investing Lessons learned from losing money on a first investment Why cold calling became an inefficient way to raise capital Using text messaging to answer common investor questions The Four Ps framework for presenting investment opportunities Cleaning and organizing investor databases Monthly newsletters and investor education Staying top of mind before raising capital Supporting syndicators through onboarding and automation Where Smart Syndicator fits into the capital raising process Guest Information Brandon Wong is a real estate investor and the founder of Smart Syndicator. His platform helps experienced syndicators and fund managers automate investor communication, organize follow up, and streamline capital raising through text messaging, email, and CRM workflows. Website: SmartSyndicator.com Call to Action To learn more about Smart Syndicator and schedule a demonstration, visit: SmartSyndicator.com

With Josh Tomolak, Vice President of Independent Advisor Services, Diamond Consultants Louis Diamond and Josh Tomolak unpack today's IBD vs. RIA landscape, explaining what has changed, where each model excels, and how to determine which path best supports the business you want to build. In Summary The independent wealth management landscape has changed dramatically, making the decision between an independent broker dealer (IBD) and an RIA more nuanced than ever before. Louis Diamond welcomes Diamond Consultants' Vice President of Independent Advisor Services, Josh Tomolak, for a practical discussion of how the independent space has evolved, what truly differentiates the IBD and RIA models today, and how advisors can evaluate which path best aligns with the business they want to build. The Storyline Not long ago, the decision to become independent was relatively straightforward. Advisors either remained with a traditional firm or pursued independence through one of a limited number of models. Today, the conversation is far more complex. Independent broker dealers have significantly expanded their capabilities, offering stronger technology, larger transition packages, greater flexibility, and even pathways to RIA ownership. At the same time, the RIA ecosystem has matured into a sophisticated marketplace supported by multiple custodians, outsourced service providers, institutional capital, and enterprise platforms that rival many of the industry's largest firms. As these developments have unfolded, the traditional distinctions between an IBD and an RIA have become less obvious. Advisors evaluating their options are no longer simply asking whether they should become independent—they're asking which model best supports the clients they serve, the business they envision, and the lifestyle they want to create. In this Industry Update, Louis and Josh unpack the realities behind the IBD vs. RIA decision. They discuss where the two models overlap, where meaningful differences still exist, and why factors like service, technology, economics, operational responsibility, enterprise value, and long-term optionality often matter more than labels alone. Whether you're considering changing independent firms, launching your own RIA, or simply want a better understanding of how the independent landscape has evolved, this conversation provides an objective framework for evaluating today's choices—and preparing for tomorrow's opportunities. Topics Covered Independent Broker Dealer (IBD) vs. RIA models The evolution of supportive independence Technology investments across the independent space Transition support and advisor mobility Capital solutions and recruiting economics Business formation and enterprise value Launching an independent RIA Multi-custodial platforms and open architecture Minority investments and succession planning Future trends shaping advisor independence > Download a transcript of this episode… Listen and Learn Highlights for Advisors Why are already-independent advisors reconsidering their current model? (5:27) Josh explains why service, technology, economics, and growing optionality are causing advisors to reevaluate their existing affiliations. How have independent broker dealers and RIAs become more alike? (19:28) Louis and Josh discuss the growing convergence between the two models and why the distinction is becoming less obvious than many advisors assume. What really separates an IBD from an RIA? (25:04) A practical discussion of autonomy, compliance, flexibility, custody, economics, and advisor experience. What misconceptions keep advisors from launching an RIA? (36:29) Josh outlines the “Four Pillars” of launching an RIA and explains where advisors tend to either overestimate or underestimate the operational realities. Which advisors thrive most in each model? (33:12) The conversation explores why there isn't a universally “better” model—only one that's better aligned with an advisor's goals. What trends are quietly reshaping independence? (42:13) Minority investments, enterprise value, business formation, and changing revenue models may have an even greater impact than advisors realize today. Key Takeaways Independence has evolved from a destination into an ongoing strategic decision. Independent broker dealers have significantly improved technology, transition support, economics, and flexibility. The RIA ecosystem has matured into a highly sophisticated marketplace with broad outsourcing and support options. Choosing between an IBD and an RIA should begin with long-term business objectives—not industry perceptions. Building a valuable business depends more on business structure and scalability than simply growing assets. Advisors considering independence should evaluate models with an open mind rather than relying on outdated assumptions. The next decade will likely bring continued convergence between independent business models. https://youtu.be/jHDVso2TsmQ Quotable Moments “The question is no longer, ‘Do I want to go independent?' The question is, ‘What kind of independence makes the most sense for my clients, business, and goals?'” “Business formation is far more important than assets under management.” “The way you build your business will ultimately determine how valuable that business becomes.” “Everything in an RIA is going to cost you either your time or your money.” FAQs Is there still a meaningful difference between an IBD and an RIA? Yes. While the two models increasingly overlap, they differ in areas such as flexibility, compliance structure, operational responsibility, economics, and control. Why are more independent advisors changing firms today? Improved technology, stronger transition support, evolving economics, and better service models are prompting many advisors to reassess whether their current platform still fits their business. Is launching an RIA easier than it used to be? Yes. Supportive independence, outsourced service providers, and improved custodial resources have significantly reduced many of the historical barriers. Does every entrepreneurial advisor belong in the RIA model? No. The best fit depends on an advisor's appetite for ownership, customization, operational responsibility, and long-term vision. What matters more: assets under management or how the business is built? Josh argues that scalable business formation often has a greater impact on enterprise value than AUM alone. What's the biggest mistake advisors make when evaluating independence? Starting with assumptions instead of objectives. The most effective due diligence begins by defining the business you're trying to build, then identifying the model best suited to support it. Yes. While the two models increasingly overlap, they differ in areas such as flexibility, compliance structure, operational responsibility, economics, and control. Improved technology, stronger transition support, evolving economics, and better service models are prompting many advisors to reassess whether their current platform still fits their business. Yes. Supportive independence, outsourced service providers, and improved custodial resources have significantly reduced many of the historical barriers. No. The best fit depends on an advisor's appetite for ownership, customization, operational responsibility, and long-term vision. Josh argues that scalable business formation often has a greater impact on enterprise value than AUM alone. Starting with assumptions instead of objectives. The most effective due diligence begins by defining the business you're trying to build, then identifying the model best suited to support it. Related Resources IBD vs. RIA Comparison Guide IBD vs. RIA Revisited: Two Independent Pathways for Advisors to Consider NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. View the transcript of this episode… IBD vs. RIA: A Special Industry Update on Independence A conversation with Louis Diamond and Josh Tomolak, Vice President of Independent Advisor Services at Diamond Consultants.      Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is IBD vs. RIA: A Special Industry Update on Independence. It’s a conversation with Josh Tomolak, our Vice President of Independent Advisor Services. I’m Louis Diamond, and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at (908) 879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual advisor transition report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: For a long time, going independent would suggest the destination. Today, it’s often the beginning of a different conversation. As the independent space has matured, advisors have more choices than ever before. Broker-dealers have expanded their capabilities. The RIA ecosystem has become increasingly sophisticated. Capital is more readily available and support models now exist that would’ve been difficult to imagine a decade ago. The result is that many advisors who are already independent are taking a fresh look at whether their current affiliation still aligns with what they’re trying to build. My guest is Josh Tomolak, Vice President of Independent Advisor Services here at Diamond Consultants and our resident expert on independence. Josh spends his days helping advisors evaluate independence in all its forms from independent broker dealers, the fully independent RIAs and everything in between. And his knowledge is critical because the distinction between these models is often blurred. Many broker dealers now offer pathways to greater autonomy while supported independence has made RIA ownership more accessible than ever before. So the question is no longer simply, “Do I want to go independent?” The question is, “What kind of independence makes the most sense for client, business, and goals?” Josh shares what he’s seeing across the landscape, the misconceptions that continue to shape advisor thinking and the factors that matter most when evaluating the next chapter of an independent business. There’s a lot to discuss, so let’s get to it. Josh, thanks for joining me today. Joshua Tomolak: Thanks for having me, Louis. It’s a real privilege to have come. This is a full circle moment for me going from being a student of your podcast, to working alongside you, to being a guest. So I appreciate you having me. Louis Diamond: Amazing. I’m excited for this one too, because you have a fresh and in the weeds perspective that a lot of our guests simply don’t have. So why don’t you start off, you spend your time helping advisors evaluate independence every day. So working with advisors who are already independent, for the most part. And to me, it feels like the independent space has really evolved dramatically over the last decade. I mean, this podcast is really the epicenter of that to prove that out, but give us a little background on your past roles in the space and then we can get into what you’re seeing right now. Joshua Tomolak: Yeah, I’d be happy to. So I took a very non-traditional path into wealth management. I spent a decade as a deep sea Navy diver, and upon completing my service there, I ended up working for TD Ameritrade. And in my role there, I spent about six years doing nothing but helping financial advisors explore the RIA space, whether that was to join or partner with an RIA, sell to an RIA, or in most cases, launch their own RIA. And one of the things that I ultimately came to terms with is it’s just not the right model for everybody. While I’m a huge advocate for it, we would often lose business to the major broker-dealers of the world. And at the time, I really didn’t understand why. In the last six years at Diamond Consultants has been a very interesting purview into what a lot of the broker-dealers have done and are doing to make themselves more RIA-ish and be very compelling to the right advisor. Louis Diamond: Perfect framing. Your background is incredibly germane to the folks you work with. So let’s start off with the softball here. What are you seeing right now? Joshua Tomolak: It’s not so different than the rest of the industry, the wirehouses, the regional firms, things of that nature, that if you took 10 firms, they’re all likely to go different directions, even if they were identical practices. That could be… A third would go from an independent broker-dealer to another independent broker-dealer. Certainly the supported RIA space is growing every day and has created a lot of very fun and unique solutions for advisors, very customized and curated. And then I think there’s still a lot of really great sophisticated teams and individual contributors that are making the decision to go hyper entrepreneurial and launch their own individual RIA. So the movement’s really all over the board from my perspective. Louis Diamond: It does feel like it’s no longer independence is an alternative option or it’s on the fringes. It’s very front and center whether for breakaways, which is a big topic on our podcast, but in general, the infrastructure has become much, much more sophisticated today than ever before. Advisors have way more tools in their toolbox to serve clients, whether in the private markets or through technology. And it’s no longer that if an advisor’s independent, they’re in the minor leagues where they don’t have the same ability to serve clients like they did if they’re at a big bank or a private bank or a wirehouse. Do you agree? Joshua Tomolak: I absolutely agree. And I’m reminded of a question I got one time from a great team that I worked with in New York. They asked me, “Are there really more options than ever before? Because all we see is one firm selling to another.” And I think that’s a really great point. There’s far less broker dealers on the street than there were even five years ago. But for every Commonwealth, for example, that sells to an LPL, up pops three or four really cool private equity-backed, sophisticated RIA platform firms that are built to service their own unique advisor base. Louis Diamond: I think that’s right. Sitting on the sidelines, sitting on top of everything going on in the industry, I feel like capital is always an interesting topic forever. If an advisor wanted to move within the independent world or break away from a big firm to go independent, the only way to get capital was to go to an independent broker dealer. So we still see that, but I feel like today between all these minority acquisition opportunities, we’re seeing firms acquire practices at time of transition, which is somewhat new. There’s debt solutions, recruiting deals are way up for firms that are paying forgivable loans. RIAs now would, in some cases, will pay a forgivable note. What are you seeing there as far as the availability of capital and just deals in general? Joshua Tomolak: It’s a great question and I didn’t want to take the low-hanging fruit, but capital’s been a huge innovation, I guess, in the last five years I’d say. Just to give you rough quotes, please don’t hold me to it, but traditional transition broker-dealer deals were five years ago, 40 to 60% of Trailing Twelve revenue today are somewhere between 90 and 120%, sometimes north of that for the right team. That’s really meaningful money for the team that is thinking about foregoing a wirehouse deal, for example. I’d also say a lot of these firms are getting hyper-creative in how they solve for capital. The minority investment piece that you mentioned is very interesting. We’re seeing a lot of privatized forgivable notes in the RIA space where third-party or private lenders are basically lending the money and the RIA is making the payments on that forgivable note as long as the advisor is affiliated with them. So there’s been a recognition among the RIA space to get away from the, “Oh, they just took a check” type of mantra, and to say, “Look, I understand there are capital needs. These people are taking a risk. We need to solve for that.” So we’ve seen a lot of that in the marketplace. Louis Diamond: Very interesting. I think another thing financially, and then we’ll keep the train moving, that I know I’ve seen, and maybe you can weigh in if you’ve seen the same, is the cost to an advisor or a business owner to join an independent BD or to join an RIA has come way down, probably in part because of Schwab going to zero on trading. That’s been a catalyst. But it feels like we used to say independent BDs were expensive relative to the RIA world. And in some cases, they certainly could be. And if you’re at scale, maybe you can pick up a point or two being in the RIA world versus a BD. But when you have some of these BDs that have a basis point admin fee or no admin fee at a certain size and the payouts I feel like are similar, maybe have gone up a little bit, but it’s more so like the administrator fees, the platform fees, the program fees. Anyone who’s not in that world, it’s like, “What are you talking about?” But basically the way that these broker-dealers make money, it seems like there’s been a pretty big differential in the exchange of value where advisors now get more services, better technology, get more money to join them and get it at a lower cost. Do you agree? Joshua Tomolak: I absolutely agree. I think that maybe that’s one of the larger changes that we’ve seen, and it’s probably one of the benefits from a lot of the industry consolidation on that independent broker-dealer side. The economies of scale of these folks have allowed them to increase their tech spend, increase their service capacities all while offering it to the advisors at a cheaper price. And when I was at TD Ameritrade, one of the biggest pitches was the idea of a 100% payout and you control the fixed expenses, your technology compliance, et cetera. But what’s changed is that broker-dealers are pretty darn comparable on the expenses. All of those admin fees and things you mentioned will still exist, but they’re on a much smaller scale. And I think the question a lot of advisors are asking is, “Am I getting congruent value from my broker-dealer for what I pay for?” And while that answer might’ve been no a couple years ago, today the answer is more often yes. Louis Diamond: Yeah, I would agree. A lot of times we work with advisors who are starting an RIA or affiliating with an RIA or going to a BD and they see how big the deals are in the independent BD world and the payouts are really high and the fees are relatively low. And honestly, it is a hard decision or calculus to make, like, “How does it make sense for me to turn down this extremely lucrative deal when my ongoing economics are going to be somewhat similar in the BD world versus in the RIA space?” I think it’s just an interesting dynamic and we’ll get more into that distinction. One of the stars of the show right here is we’ve seen a ton of advisor movement across the industry. Our annual advisor transition report said that in 2025, over 11,000 experienced advisors changed firms, which is a large number. A lot of those numbers are within the independent world. So advisors who are 1099 through a BD or through an RIA transitioning to another platform or organization or starting an RIA. So why do you think we’re seeing so many advisors reconsider their current firm or their platform or their broker-dealer today than in years past? Joshua Tomolak: It’s a jarring number. 11,000 is definitely a significant amount of advisor movements. To me, it comes down to a few things, but I will say that it’s almost always a conglomeration of pushes and pulls. Pushes being inherent frustrations with your status quo, pulls being the new sexy, shiny things that you see in the marketplace that could be really impactful for your business. To me, it typically comes down to one of three things, at least on the push front, that drives advisors to movement. Service being number one, technology being number two, and economics being number three. And if we were just going to unpack those, I think service being, “Can you call somebody that knows your business, that knows your name? Are you getting the correct answers? Are you being pushed through a phone tree? And even if you’re not doing it, is it taking up a meaningful amount of time of your staff’s free time?” On the technology front, there’s very significant tech spends happening in the industry right now. I think Raymond James and LPL reported, for example, they spent 500 million in 2025 on a tech spend. So advisors are going to the places that are making their life easier. People are looking for a mechanism to really scale their business without having to add staff and a lot of expenses to the bottom line. And technology is just the fastest, most efficient way to do that most times. And then economics, certainly a lot of advisors and teams have built phenomenal businesses and they’ve made a great living without really stressing out about the economics. And they eventually get to a point in their business where what they were giving up as a million dollar producer is far different than what they’re giving up as a $4 million producer. And back to the congruent value, it perhaps stops to make as much sense. Louis Diamond: Well said. I always say when the cost-to-value ratio is out of whack, that’s when advisors sit up and take notice. And not to name names of firms, but there definitely are firms that are more expensive. And even if you look at how much a wirehouse or a Ed Jones advisor paid their firm, it’s like, “What got me here is not necessarily what’s going to get me there.” And while the name on the business card, the resources were incredibly impactful, and I’m so grateful for what my firm, my broker-dealer did for me when I was just starting or when I was smaller. Now the business is bigger, I rely upon different resources or I don’t need the firm as much. So I’d rather plow the cost savings either into income for myself or invest it in areas that are most germane to my business. And it’s usually when that kind of light bulb moment goes off, that’s one of the major pushes that cause advisors to evaluate other options. So I agree with you, those are the major push factors, but then what are the pull factors? What are the major advancements or changes across the independent space that’s causing advisors to say, “Hey, okay, I might have some frustrations, but at the same time, I also need to find something that’s more than marginally better than the firm I’m at. Otherwise, why am I going to go through the hassle, take the risk, et cetera? So what are some of the pull factors that advisors are latching onto today? Joshua Tomolak: Sure. And I might say with one final push factor, there’s a straw that breaks the proverbial camel’s back when you’ve been told for however many years that this change or that change is coming down the pipeline and it never happens. And it translates well into the pull factors is do they do what they say they’re going to do? The talking points really for the pull factors are exactly the same. So the counterpoint to service is perhaps having a direct relationship with the chief compliance officer at a firm or having a dedicated service representative that knows their stuff inside and out and can get you the answer even if they don’t know it off the top of their head. Having the technology to rebalance a household in two clicks instead of two hours. In economics, I think it’s really a transparency of economics. We’ve both worked with some really significant firms that have looked at their P&Ls and said, “where the heck is the money going?” And we’ve looked at the same P&Ls and said, “I have no idea,” because it’s so convoluted. People are happy to pay for good service, good technology, good products, but they just want to know where the money’s coming from. So I think it’s a yin and yang. The same things that they’re the push are often the pull. Louis Diamond: Definitely. I’ll give you a couple other from my perspective. I’ll say first specific to the independent BD world, and then we’ll dive into the RIA, I think it’s a little bit different. But I think some other will say innovations or changes that are causing advisors to really perk up and listen and really make the case to themselves that life will be better at this new organization than the status quo or staying put. We’ve seen major advancements in transition support, whether it’s being able to do a transition without a shred of paper, being able to… I mean, we’ve seen some independent advisors move their entire book within two weeks, which never would’ve happened before. So the firms that I’d say are playing offense, the larger firms that are winning, they have insane headcount around transitions and are always investing in technology, whether now on the AI front or in general. And we’ve seen transitions, they’re never easy. So that’s not a comment to say it’s easy, but a lot of the friction, a lot of the manual work has been taken away, which is massive. You definitely mentioned the significant technology spend. I mean, just the innovations going on across the industry. There’s definitely some firms that are laggards on technology and others that are light years ahead, whether because their tech is more integrated or they’ve built out their platform to be more, we’ll say modular, to plug in different third-party softwares where an advisor can really customize and create their own tech stack. I think there’s been some changes on compliance. It used to be if you’re at an independent BD, you had to be the OSJ by yourself or you had to roll up under an OSJ. But now most BDs offer home office supervision, so a big friction or pain point is taken away. And then I’ll give you a bridge to talk about what we’re seeing on the RIA side. But we’ve also seen, I would say, a real blurring of the lines between what you would traditionally think of as an independent broker dealer versus what was an RIA. So whether it’s an internal pathway where it’s like, “Start off on our independent BD platform, get the big deal, get the support, but then you can ditch that and just use this as a custodian or you can sell the business to us when you want to retire and convert to W2.” So in that vein, transitioning internally to an RIA, give me the same points like, “What are the major advancements or changes you’re seeing on the RIA side today?” Joshua Tomolak: I love that you said that because it’s been one of the most interesting changes to watch. Independent broker dealers becoming more like RIAs, and to your point, being more flexible, having more optionality, a more curated experience in some cases. And in many cases becoming closer to independent broker dealers with some of these massive shops that we’ve seen be created over the last five years that now have hundreds, if not thousands of advisors. To your question on the internal RIA slide as we sometimes call it, this really didn’t exist many places a few years ago. And I think it’s been created as both originally a retention tool in many places for the advisors that were with a major independent broker dealer and they ultimately wanted to have their own ADV and their own RIA. And the firm didn’t want to lose all the assets to an independent custodian so they gave them the green light to… And it’s ultimately became a sales tool in many cases. Just to use a couple of examples across the industry, I mean, Raymond James has Raymond James Custody Services, which has attracted a lot of really sophisticated teams. I know Wells Fargo Finance done something similar and even the counterparts over at Cetera and Osaic are trying to do the same thing. So it’s a recognition in my view that we want to keep the best talent possible. And if these folks are ultimately going to go RIA anyway, it’s less about the money and more about the flexibility and control that it offers them. So what can we do to keep those folks on board? And rightfully so, a lot of senior management of these firms have said, “Let’s not lose these teams. It’s going to be a lower margin business for us, but at the rate that they’re growing, it’s going to pay off in the long run.” Louis Diamond: Well said. RIAs are now more mainstream. And some of these RIAs, they’re either resembling independent BDs or I would even go so far to say the valuations that are even publicly available on some RIAs is definitely having people take notice. I mean, Cerity Partners recently raised capital at an over $8 billion reported valuation. Crescent was well over a billion. Firms like Mariner, Creative Planning, Mercer, Wealth Enhancement Group, and there’s many that I’m missing, are all worth a couple billion dollars or more and growing. Do you think that’s had an impact on the legitimacy or the staying power of the RIA model? Joshua Tomolak: Oh, absolutely. There’s no doubt about it. I mean, those groups that you mentioned and many more are winning some of the biggest teams on the street. I mean, if you pull up a run-of-the-mill advisor hub article, for example, you’ll see as many of those RIAs win significant businesses as you will their broker-dealer counterparts, partially in my opinion, due to the massive valuations these firms are fetching. And it’s much more of a partnership in the sense that joining a Crescent or a Wealth Enhancement Group, as you mentioned, you’re a part of a boutique group of maybe a couple of hundred very sophisticated high-producing advisors all playing under the same banner, all rowing in the same direction, and that creates substantial growth. Louis Diamond: Exactly right. I think two other things to me that’s driving the legitimacy or the growth of the RIA segment, there’s so many different outsourcing solutions that have popped up, whether it’s more of a… We’ll say a bundled or a package outsourcing solution through firms like Dynasty and Sanctuary. LPL has done a ton with having a shared services outsourcing model. So you have those. But you also have, I mean, probably 10 different firms I could think of that can be an outsourced chief compliance officer. You have tons of marketing agencies that specialize in helping RIAs. You have all these FinTechs popping up to support the RIA space. Really, it’s like anything and everything can be outsourced now. And even the big Wall Street banks like UBS, Merrill, et cetera, they’re attempting to sell and distribute product into the RIA space. Venture funds, private equity funds, anyone you talk to is trying to get a piece of the RIA space, which means there’s more product and platform availability than ever before. And I think it’s massive because one, it’s a catalyst for teams who say, “I love everything about the RIA world. I just don’t want to do it on my own,” or, “I don’t know where to start.” But also it means that they can look their clients in the eye and say, “Hey, not only do I have the same stuff that I had for you at XYZ firm, I can actually do more for you.” And even if you look at what the custodians are doing on the lending side now, Schwab owning a bank is massive and being able to facilitate mortgages, securities-backed loans, things that didn’t really exist in the past. I think it’s a very exciting time for advisors either that are independent or are considering the independent space because you have all these choices and it’s really like, “Choose your own adventure. Give me your top five things you want.” I’m sure it exists and we can find it and make it happen. And I don’t think we’d have the same confidence in that statement 5, 7, 10 years ago. Joshua Tomolak: I couldn’t agree more. That’s such a huge development is the marketplace of third party vendors in any kind of capitalism environment. There’s problems that people encounter and there’s really smart people that are trying to make a lot of money that go to market to solve them. And we’ve seen a ton of that over the last few years. Louis Diamond: Exactly right. Yeah, it’s like also… If an advisor looks around and says, “Hey, this is what I want,” and it doesn’t exist, oftentimes that’s a light bulb moment to be like, “Okay, I’ll go build it. I’ll do it on my own.” Whether it was Stewart Partners when they launched a number of years ago or Hightower, Dynasty, et cetera. They were all started by people that said, “Hey, I see a big gap in the ecosystem. Let’s create a business and raise capital to go solve it and then deliver this service to other like-minded advisors or business owners.” Honestly, it’s a treat to be able to watch all this happen in real time. We probably should have laid the groundwork with this next question, but I think it’s an important one. What’s the difference between a independent broker-dealer and an RIA? Really basic foundational. It sounds like the lines are blurred. There’s probably a lot of similarities. Advisors are successful in both. It’s not like one’s better than the other. How would you explain the differences, if a client of ours asked, “What’s the difference between an independent broker-dealer and IBD versus an RIA”? Joshua Tomolak: Get into the core of it. Again, the lines are blurred, and I’ll stay very high level on the strategic differences, but I like to use this example. I drive a Toyota Tundra. Really like the truck, gets me from A to B. Now, if I were getting to a point where I wanted a new vehicle, if I were to go get another Toyota Tundra because I really like a lot of aspects of it, but I want the one with the bigger screen and the bigger tires and the power seats, and I have rolled down windows because I have a fear of drowning. But if I want a lot of the bells and whistles, but I want to keep the foundation, that’s what I align to a independent broker-dealer to independent broker-dealer. You like the foundation of everything all under one roof. You like a lot of the resources, but you have some meaningful frustrations and you want to see if another provider in the market can solve for those or you can upgrade. If I instead, Louis, decided that I wanted a sports car or a Jeep Wrangler or something, I would be looking at a different category altogether. That’s how I articulate the platform space. They provide the same services and support in many cases that an independent broker-dealer does, think of marketing and a tech stack and regulatory oversight and a fellowship in a community, but they’re built on an RIA TC registered chassis. They’re typically far more customized so you can shop the street to get a lot more of the things that you like, though you are walking away from maybe some of the things that you’ve liked in the independent broker-dealer model. So I guess that’s the highest level I might explain it, just a little bit more minutia in any broker-dealer is going to be a FINRA registered, FINRA member broker-dealer. So they’re subject to the FINRA rules, which basically means it’s the compliance interpretation of those rules that they have to follow. So LPL’s rules may be slightly different than Cetera’s than Ameriprise’s because it’s based on their interpretations of the rules. In the RIA space, everybody really operates on the fiduciary standard. So it’s just a different lens that from a compliance standpoint, business is looked at. And a lot of people would make the argument that it’s just easier to get things done when you’re looking at something from that lens. I might’ve gone too compliance nerd on you there, but I’d be curious what you think some of the major differences are. Louis Diamond: Yeah, I think that’s right. I mean, it sounds like if you’re in the RIA world in some capacity that you as the advisor or business owner are going to have a little bit more control and autonomy and flexibility. One, do you think that’s true? And what are the reasons why that is? Is it platform? Is it strictly just compliance is easier? What are the different ways that an RIA would have more or less flexibility than someone who’s with an independent BD? Joshua Tomolak: Yeah, I think it’s overwhelmingly true, but it certainly depends on your business. Within most RIA platforms, you’re going to be one of a couple dozen, maybe a couple hundred, where you’re going to have people within that firm that really know your business. So the experience in getting things done is much less about, “Can I do this,” or, “Can I not do this?” And it’s, “Louis, I understand you asked for this. We’re going to run into these issues, but let’s figure out how to get to yes.” So it’s far more curated by people that are not operating on black and white rules and can actually figure out how to get to yes for your business. The other thing I would say is that most significant RIA platforms have multiple custodial options. So many times you’ll see as few as two or as many as five. So if an advisor or a team is trying to bring on a new piece of business or do something creative, that might be something they can use a different custodial relationship to accomplish. It might be something that Goldman Sachs does really well but is in its infancy at Fidelity, or it might be international business that’s approved on Pershing’s platform but not Schwab’s platform. So the RIA partner that you’re with can really look at those custodians agnostically and say, “What’s the best home for this business? What’s the best way to get this done for Louis?” There’s a couple examples of where I see the flexibility in practice. Louis Diamond: Yeah, I think one more too would be the concept of being able to shop the street. I’ve heard it described as becoming a buy-side advocate for your clients versus being a professional seller. So meaning, if I’m affiliated with an RIA or I’m operating my own RIA, there’s no selling away like there is at a wirehouse or at certain BDs. So if I have a client who’s trying to get a $10 million loan for a new building that they’re breaking ground on, if I’m at UBS, Merrill, Morgan Stanley, captive to a BD, I can go to my firm and say, “Hey, this $10 million loan, here it is. What are the terms? What are the rates? Will you take on this business?” And the firm will say, “Yes. No. Yes, here are the terms. Here’s the caveats, et cetera.” But it’s a very closed market process and an advisor has to live and die by what their firm says. Versus in the RIA world, it’s, “Okay, I have relationships with nine different banks and I can go to these different banks and private credit funds and whoever and really create either an option process for my client or really just help them in a fully agnostic open way.” And we see the same thing when it comes to alternative investments. No one at a wirehouse, let’s say, is complaining that they don’t have enough alts that they can offer clients. Those firms have done an amazing job with really boiling the ocean and having tons and tons of options for private investments, hedge funds, et cetera. But if you’re in the RIA world, you can take it to the next level and say, “Hey, this $3 million startup company that my friend is starting, I’m going to help them raise capital,” or, “My client wants to get a syndicate of investors together to have a direct investment into a qualified opportunity zone fund that they’re starting. Let’s do it when we can advise on it.” So it really expands what an advisor is able to do on behalf of clients. Like to me, that’s the most interesting or exciting part of the RIA model. You can get some of that within the BD world, but to me, when an advisor’s business becomes more sophisticated as far as what their end client’s needs are, it tends to translate better to the RIA world than the BD world. Not to say there aren’t ultra-high net worth focused advisors at BDs, but because of that additional flexibility, autonomy, customization, et cetera, that speaks more RIA. So again, absolutely not down at all on the independent BDs because I think there’s a massive home for them. Josh, let me turn it back to you. I’m rambling now. Give me the pitch for an independent BD. What are the things that are misperceptions that people have? What are the advantages that an independent broker dealer like an LPL or a RayJ or a Cetera have over RIAs or over other models in general? Joshua Tomolak: Absolutely. And I’d say I’ve learned more over the last six years from some of your ramblings than most people learn in an MBA course, so keep doing what you’re doing. But it’s funny being in this position now, having spent so much time sort of selling against the IBD model within TD Ameritrade, but what I’ve learned is it’s a good home for everybody. And a lot of times the advisors that they’re entrepreneurial enough where they like having their name on the door, but they’re not so entrepreneurial where they want to build everything out themselves, that’s where the independent broker dealers absolutely kill it. Their economics have gotten to a point where they’re really competitive. They offer transition capital that isn’t even going to be comparable in the RIA space unless you’re selling a minority share of your business. And you mentioned LPL, or we could really list all of the major ones, there’s not a department that they don’t have. It could be as nuance as finding 403(b) payroll slots or it could be as mainstream as fixed income or setting up events. There are all kinds of really neat departments that these all under one roof independent broker dealers have invested in. And a lot of times they make an effort to make you very much aware of all of the support because most people don’t use it. So I would say for the advisors that are looking to get their improved Toyota Tundra, then you can get probably 70 or 80% of what you want within the independent broker-dealer world. And you can also keep 20 or 30% of the stuff, maybe more that you really liked at your previous firm. So I think that’s where it really shines. I sometimes call it an incremental change rather than a transformational change. But for many advisors, incremental is really good enough if you get to keep the familiarity of how you’ve been doing business for the last 20-some years, but you’re able to get net improvement on the things that were really bothering you. Louis Diamond: Well said. Something that I’ve seen that’s been… I guess this could be either pro or con depending upon the advisor, but with some broker dealers, letting an advisor co-brand with them or really having a real consumer-facing brand, whether it’s, “I’m a franchise owner with Ameriprise,” or, “I’m independent through Raymond James,” or, “Running my own practice through Wells Fargo FiNet,” or, “I’m independent with Northwestern Mutual.” There’s definitely some brand cache or brand familiarity with some of those firms that may or may not be the same if you’re in the RIA world. So I would agree there’s a lot to like about the independent BD world and there’s a fit for people that is absolutely better with independent BDs than on the RIA side. Even if some people would say RIA is better, we’re cleaner, I wouldn’t say that. To me, it’s all about what an advisor’s goals are and then matching that up with what these firms do. And there’s never a perfect option. I jokingly say, “If there was a perfect firm, we wouldn’t be in business.” Every firm has their advantages or disadvantages. And depending upon where an advisor’s coming from, their style of business, their pain points, that’ll match up really well with on firm or one type of firm or one model than the other. Let’s pivot a little bit to the RIA world. A lot of your comments have been more about advisors affiliating or joining RIAs, this whole supportive version of independence concept. But what about advisors who want to go and start their own RIA? Either they’re leaving a captive firm and taking the entrepreneurial route and starting their own firm, or they’re leaving an independent BD to go start their own RIA. What do you see as some of the biggest misconceptions that advisors have about that move? Joshua Tomolak: That’s probably my favorite topic because there are the most misconceptions I think in this space. Louis Diamond: I’d agree. Joshua Tomolak: And I would say there’s 9 out of 10 conversations that I have with advisors and teams, they start off with the launching an RIA in mind or at least RIA curious and they want to understand what’s out there. And probably less than half the time do these folks end up actually launching their own RIA, which is okay because the ones that do are massively successful and they know they’re dang sure that’s exactly what they want to do. I think it gets a little bit romanticized sometimes that they’ll say, “Oh, I’ll just give Schwab a call,” or, “I’ll just give the custodian a call,” as if they were shopping independent broker dealers. That’s fine. You can do that and they will help you, but there’s quite a bit more to think about. And it’s not, in my opinion, the same as evaluating independent broker dealers. If it’s all right, I was taught the four pillars of the RIA model. I can go through that with you really quickly. So the way to think about the RIA space is in four pieces. And shout out to a friend, Eli Suarez, that taught me this years ago. The first pillar… Thinking of four pillars on a bar stool, if you will. The first one being administration. And this is your compliance, this is setting up your ADV, your LLC, all of your business formation documents. The second piece being technology, what do you actually want to use? Because the benefits of the broker-dealer world and the supported independent world is they’ve already built it for you. They’ve already paid for it and scraped their knees building it. In this case, you have to. And for some people, that’s really exciting to source financial planning software and portfolio management software and your CRM and tax software, et cetera. For some people, it just sounds like a huge headache. The third pillar being custodians. I have them third because you want to make sure that the right custodian can integrate properly with the technology that you’ve sourced that you’re passionate about. And then ultimately transition. What does a transition really look like? What are my legal and regulatory requirements? How does this work? What are the timelines? Things of that nature. So I guess I would say in closing that if those four things are things that you really want to own, then you’re in a really good position to consider an RIA launch. What do you think, Louis? Louis Diamond: I think that’s a great framework to break it down. Not just be like, “Okay, I can tolerate that,” or, “My team can do it,” but I think you have to be pretty excited about rolling up your sleeves and customizing and doing it yourself because in our experience, there’s a nominal differential between the economics of running your own RIA versus affiliating with an RIA or going to an independent BD. All the extra work and responsibility, you’re not really going to make it up, at least on the front end, on a higher net payout. So it has to be more about what the model means to you and having a vision that you don’t think anyone else can accomplish other than yourself. And looking at that crazy ever-expanding Michael Kitces’ FinTech map and there’s 500 different logos on it and being like, “Yes, that’s what I want. I want to go through this. I want to pick the seven pieces of my tech stack that work for me,” rather than getting, “Here’s the tech stack, take a demo, you like it, you don’t like it, take it or leave it.” To me, the two biggest misconceptions people have about the RIA world is one, “I’m going to have to be a full-time chief compliance officer,” and just that compliance is this boogeyman, this terrible, scary thing. In some ways it is. But the reality is most, especially startup RIAs will fully outsource compliance to a firm or they’ll hire a compliance consultant or firms that are big enough even will hire a CCO or repurpose someone on their team to be CCO. But compliance is much more streamlined and simpler than BD compliance. And ultimately, it’s compliance that’s being built for your business rather than compliance that’s being built for a publicly traded multinational company that supports 20,000 financial advisors. So I think compliance is always a big misconception. It’s definitely what a lot of firms will pry upon when they’re saying like, “Oh, you’re going to own all the legal and regulatory requirements. You could, but it’s definitely not a requirement.” And then I think another one is folks sometimes underestimate and overestimate the operational burden and how much work it is to start an RIA. Sometimes people just… They’re perfect for the RIA world, that’s their goal, but they get stopped in their tracks. They don’t really know what to do. But what we’ve seen, we said it earlier with so many different outsourcing solutions and different service providers that have popped up, if you have the fire in your belly to go build something, it doesn’t mean you’re doing it by yourself. I mean, that’s what firms like ours do. The custodians are very helpful. On the flip side though, I have seen advisors chasing payouts say, “Hey, I’m just going to go start an RIA because I want to make another 1 to 3%,” or whatever it comes to and they drastically underestimate what it really takes to build a successful firm. Joshua Tomolak: Exactly right. I think that’s my favorite one, Louis, overestimating and estimating the operational burden there is you could have the same conversation with two teams and it can go the completely different direction. Louis Diamond: Josh, let’s wrap here. I got one more question for you that I think is an exciting one, but give me three key trends or storylines that most people don’t know about or aren’t talking about that you’re passionate about or that you’re sharing with advisors or counseling today. Joshua Tomolak: Sure. This is the free advice portion. And I’ll tell you what, Louis, if it’s all right with you, I’ll give you two and I would love to hear one from you as well. The first one I’ve seen in both the independent broker-dealer and RIA space is the minority investor concept. A lot of folks will talk about the idea of taking chips off a table and starting to partially monetize your business. I think that’s all important, but what I’ve found is that a lot of advisors really want their partner, whether it’s an RIA broker dealer to help them grow. And that could be with M&A opportunities, that could be with traditional recruitment of advisors, that could be building a business plan. But the minority investment part really helps accelerate that for a lot of businesses because all of a sudden, not only are you cashing out a small part of your business, but you’ve just created an ally with the parent entity, it is now much more likely to help you grow in that capacity because they’re insulated from it and they profit when you profit. So I think it’s easy to be shortsighted and say, “Well, my equity’s going to keep growing. Why would I sell you a piece of this?” But I counsel folks often to really think about what that long-term strategic partnership is and making somebody a real equity partner rather than just a vendor that provides you with technology and regulatory coverage. The other one I’d say is that… And this one’s really important to me, that business formation is far more important than your assets under management. Said a different way, the way you build your business is going to make your business far more valuable than the number of dollars underneath your name. And what I mean by that is, just to use an example, a sophisticated, well-built, centralized, scalable and repeatable business, whether it’s an RIA with a broker-dealer that is going to fetch a far higher M&A multiple than a OSJ that’s five times the size that just has a bunch of 1099 independent advisors underneath the umbrella. What we’ve seen in the M&A space is that if you’re going to shell out 50, 60, $80 million for somebody’s business, you want to know that you have this business for the long term. So I would certainly counsel people that have been around maybe far longer than me to take a look at how you’re building this and put together a business plan on what those next 10 years should look like and not necessarily fall into the trap where your only revenue source is the override that you receive from a firm and then you in turn pay to the advisors on your team. Louis Diamond: Well said. I really like that line. We’d probably do a whole episode on what are the tips and tricks for building a business with the end in mind? Like the Covey quote, “Begin with the end in mind.” Transitions are like… They’re a bear. I mean, there’s no way to sugarcoat it. Advisors, when they hear transition, if you ask them, “Don’t think about it, give me your reaction.” “Terrible, risky, a lot of work. I’ll never do it again. My friend did it and it was terrible. What if my clients don’t come?” It’s all these negative emotions. And in many cases, I don’t blame an advisor because it is a big act. But to me, if someone is weighing making a transition, whether a wholesale business model change going from being an employee to being independent, going from being an advisor at an independent BD to starting an RIA, or even going independent BD to independent BD, it’s an opportunity if you rise to the occasion to build with this next act with intentionality. So whether it’s restructuring compensation for your team, converting people from 1099 to W2, putting in place new workflows, changing how investments, instead of it being each individual advisor doing investments to more of a centralized model, cleaning up workflows, really investing in data, investing in AI. It’s something that I think, again, we can have a whole episode on it, but I think it’s a great one. Build the business the right way. And obviously, businesses that are larger, theoretically, sell for more, but we’ve certainly seen businesses that are half the size of a larger one sell for a similar amount or more because they did all the right things and the larger one did the things that really turn off a buyer or detract from a valuation. Let me give you one more and tell me if you agree, but I think we’re in this moment when Altruist, the upstart, a new kid on the block custodian, they launched a basically tokenization of cash in a way to automatically agentically source or sort cash to the highest yielding money market. And you’re like, “This is fricking wonky. Louis, why are you telling us this?” I think this is an important one just to keep a watchful eye on. I have no idea how this is going to shake out, but really the biggest way that independent BDs or even custodians like Schwab and Fidelity really make money, it’s not on their overrides from practices or the admin fee or the custody fee. It’s really on net interest margin. So how much the broker-dealer or the firm is making on client cash and brokerage accounts relative to what they’re paying out the client. It’s essentially like free margin to these firms. And this concept, I think, has massive potential for disruption for the business model. Again, I don’t know what it’s going to look like, whether it means platform fees that are instituted at all these firms, whether it means certain models would be more beneficial than others, whether it means nothing’s going to change, which is probably the right answer given this industry. But it’s something to keep a watchful eye on just if your firm institutes a new platform fee or there’s a fundamental way in which your firm can no longer make money. How are they going to make it up? Are they now going to be uncompetitive? They’re not going to have as much scale or profits to invest in the platform. Is it going to cause even more consolidation in the industry? So to me, that’s the one pretty under the radar, pretty wonky storyline that I don’t think enough people are talking about, but has the biggest possibility for disruption across their space than anything I’ve seen in a while. Joshua Tomolak: Sure. That’s the whole iceberg. Not a lot of people are talking about it. It’s not poking out of the ocean, but it’s going to be continuously brought up. I think it’s a question that a lot of advisors are going to have to ask these firms. And at the end of the day, the firms aren’t the bad guys. They have to make money too to provide a quality product. So where the money comes from matters. Louis Diamond: Exactly. Josh, this has been awesome. I learned a lot talking with you and just having your objective consulting hat on what I think are really the differences between IBD and RIA and some of the key trends and storylines to watch has been instrumental. I’ll also give a plug that on our website and we’ll link to it in the show notes, we have a really helpful one-page reference guide going through the differences between independent BDs or IBDs and RIAs. So feel free to click on it. We’ll make sure it gets in your inbox. Josh, thanks again for joining us today. Joshua Tomolak: Yeah, thanks for having me, Louis. It was a pleasure. Mindy Diamond: As a financial advisor, you hold yourself to the highest standards of integrity, honesty, and credibility. You are successful because you take your professional responsibilities seriously and are dedicated to your clients. But are you living your best business life? Are your goals aligned with your firms or could a better option exist? Should I stay or Should I Go? is a book written with you in mind. It’s a self-guided journey that walks you through the key steps that we take with our advisor clients. This strategic thought process and roadmap to professional self-discovery is designed to help you ask the right questions and think critically and objectively whether you’re considering change or not. Learn how to get your copy at diamond-consultants.com/thebook. IBD vs. RIA: A Special Industry Update on Independence A conversation with Louis Diamond and Josh Tomolak, Vice President of Independent Advisor Services at Diamond Consultants.      Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is IBD vs. RIA: A Special Industry Update on Independence. It’s a conversation with Josh Tomolak, our Vice President of Independent Advisor Services. I’m Louis Diamond, and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at (908) 879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual advisor transition report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: For a long time, going independent would suggest the destination. Today, it’s often the beginning of a different conversation. As the independent space has matured, advisors have more choices than ever before. Broker-dealers have expanded their capabilities. The RIA ecosystem has become increasingly sophisticated. Capital is more readily available and support models now exist that would’ve been difficult to imagine a decade ago. The result is that many advisors who are already independent are taking a fresh look at whether their current affiliation still aligns with what they’re trying to build. My guest is Josh Tomolak, Vice President of Independent Advisor Services here at Diamond Consultants and our resident expert on independence. Josh spends his days helping advisors evaluate independence in all its forms from independent broker dealers, the fully independent RIAs and everything in between. And his knowledge is critical because the distinction between these models is often blurred. Many broker dealers now offer pathways to greater autonomy while supported independence has made RIA ownership more accessible than ever before. So the question is no longer simply, “Do I want to go independent?” The question is, “What kind of independence makes the most sense for client, business, and go

Cathy Sykora welcomes longtime team member Amanda Velderman to discuss the technology, systems, and administrative support health coaches need to build successful online businesses. Amanda shares how trying to manage every technical task alone can lead to overwhelm, lost time, and stalled business growth. Together, Cathy and Amanda explore the essential tools practitioners need, including websites, email marketing platforms, scheduling systems, payment processors, social media, and client management software. They also explain how delegating website customization, program delivery, automation, and technical troubleshooting allows coaches to spend more time serving and attracting clients. Amanda introduces Luova Online Solutions and shares how she helps health coaches, wellness professionals, and other entrepreneurs simplify technology and create efficient, sustainable businesses. In this episode, you'll discover: Why trying to manage every technical and administrative task yourself can prevent your coaching business from moving forward The essential technology health coaches and wellness practitioners need to establish a professional online presence How a domain, professional website, branded email address, and email marketing platform build business credibility When to use all-in-one platforms and when separate, specialized business tools may be a better choice How scheduling tools, intake forms, automations, and payment processors save time and improve the client experience Why health coaches should choose social media platforms based on where their ideal clients spend their time How outsourcing website management, program customization, course delivery, and technical support can reduce stress and support business growth Memorable Quotes: "I just love when there's something that is truly frustrating a coach and I can get it done for them so quickly." "I think they try to do it all themselves and it just leads to overwhelm and then they shut down and they don't move forward at all." "It makes sense not to do the things you don't enjoy and to hand them off to somebody who does." Bios: Cathy Sykora is the host of Health Coach Conversations and the founder of The Health Coach Group. With 14 years of experience helping health coaches and wellness professionals build online businesses, Cathy teaches practical strategies for creating scalable programs, marketing systems, memberships, and client experiences that support lasting success. Her work helps doctors, health coaches, life coaches, nurses, nutritionists, dietitians, and other wellness practitioners grow sustainable businesses while making a meaningful difference in their clients' lives. Amanda Velderman is the founder of Luova Online Solutions, where she helps entrepreneurs and small businesses simplify the technology behind their businesses so they can focus on growth. With more than 14 years of experience in website development, e-commerce, CRM systems, automation, and technical support, Amanda specializes in creating practical, reliable solutions that keep businesses running efficiently. Her expertise includes WordPress and Divi development, WooCommerce, email marketing, business automation, digital product delivery, website maintenance, and technical troubleshooting. Known for her problem-solving skills and attention to detail, Amanda has partnered with businesses across a variety of industries to build websites, streamline operations, and implement technology that supports long-term success. Her goal is to remove the stress of managing technology by providing dependable support and solutions that are both effective and easy to maintain. Through Luova Online Solutions, Amanda is committed to helping businesses operate more efficiently with the right technology, expert guidance, and a trusted partner they can rely on. You can reach out to her at info@luovaonlinesolutions.com or submit a form at luovaonlinesolutions.com/contact. Mentioned in This Episode: Luova Online Solutions: https://luovaonlinesolutions.com Links to Resources: Health Coach Group Website: thehealthcoachgroup.com Special Offer: Use code HCC50 to save $50 on the Health Coach Group website Leave a Review: If you enjoyed the podcast, please consider leaving a five-star rating or review on Apple Podcasts.  

It's the last episode before a well-earned summer break! I'm swapping the mic for some quality time with my son before he starts secondary school, because some moments matter more than deadlines. There'll be no new episodes in August, but I'll be back in September, refreshed and ready to go. Before I go, I want to hear from you: video episodes or audio only? Weekly, fortnightly, or monthly? Any guests or topics you're dying to hear covered? Drop me a message on Instagram (@emmacossey), pop into the Facebook group or Discord, or email hello@emmacossey.com . I'm genuinely listening and can't wait to shape the next chapter with your ideas. Enjoy the summer, and see you in September! This episode has been lovingly edited by Alicia at The Admin Den (and the wonderful Sarah has brought you the blog and Youtube), helping busy podcasters like me sound their best without lifting a finger. Alicia Cornell is a Virtual Assistant and Business Support specialist, based in Berkshire with over 14 years experience in improving business systems to truly work for the people using them. Alicia founded The Admin Den to support mothers running small businesses because she's one herself, and she knows exactly what kind of chaos that particular combination brings. The Admin Den team offers hands-on VA support, email marketing, social media content and takes on specialist projects (including CRM integrations, automations and training sessions) for businesses that need an extra expert pair of hands allowing clients to spend less time on admin and more time on the parts of their business they love. Connect with Alicia! Instagram | LinkedIn | Facebook | Newsletter | Get her free, printable Summer Holiday Planner which helps small business owners map out the school holidays without losing their business, or their mind, in the process. Timestamps: 0:00 Freelancers Tea Break: Welcome & Introduction 0:18 August Summer Break & Podcast Changes 0:31 Freelancing as a Parent: School Transitions 1:18 Access to Work Funding Cuts for Neurodivergent Freelancers 1:43 Future Format: Video Podcasts for Freelancers? 2:22 Community Feedback: What Freelancers Want 2:46 Thank You & See You in September Follow me on Instagram Follow me on Bluesky Email: hello@emmacossey.com  Come join us in the free Freelance Lifestylers Facebook group Want more support? Check out the Freelance Lifestyle School courses and membership. Join the Freelance Lifestyle Discord Community: https://discord.gg/RKYkReS5Cz Order my book: The Freelance Lifestyle: Your Friendly Guide to Starting a Freelance Business

People are calling the new ChatGPT Voice their “AGI moment.”

Tune in as the team discusses: Organizing documents and property records with Google Drive Managing deal pipelines, workflows, mailings, and documents through LG Pass Pulling and preparing mailing lists with Zample Using county GIS systems, LandID, DataTree, and Parcel Review for due diligence Evaluating a property's usability, viability, visibility, and “buy-ability” Tracking buyer leads with Trello or a dedicated CRM such as Follow Up Boss Collecting down payments and managing notes through GeekPay Using AI to create training manuals, analyze expenses, research markets, and improve sales calls Avoiding shiny-object syndrome before building consistent deal flow Starting with simple tools and adding automation as the business grows TIP OF THE WEEK Mark Podolsky: Use AI to review bank and credit card statements for duplicate subscriptions, unnecessary tools, and costly overages—but keep your technology focused on a clear business outcome.Scott Bossman: Keep the horse in front of the cart: prioritize mailing, buying, marketing, and selling before investing time in complicated automation.Mike Zaino: Never prepare sales documents based only on a buyer's promise. Collect a payment first to confirm commitment.Jon Burnett: The best CRM is the one you consistently use. Start with a notebook or Trello, then upgrade when your lead volume justifies it. WANT MORE? Enjoyed this episode? Dive into more episodes of AOPI to discover how to build real passive income through land investing. UNLOCK MORE FREE RESOURCES: Get instant access to my free training, a free copy of my Bestseller Dirt Rich Book, and exclusive bonuses to accelerate your land investing journey—CLICK HERE "Isn't it time to create passive income so you can work where you want when you want, and with whomever you want?"

How is artificial intelligence shifting from simple data storage into a search and synthesis engine for human consciousness? In this throwback episode of the previous Edge of AI Podcast, Ron Levy sits down with Memo Akten, a multidisciplinary artist, musician, researcher, and computer scientist whose collaborators include U2, Lenny Kravitz, Depeche Mode, Richard Dawkins, Google, and Apple.Memo breaks down his journey from writing software instruments in the early 2000s to pursuing a PhD in machine learning. He shares live demonstrations of his groundbreaking interactive installations, including Learning to See and Distributed Consciousness.Discover why Memo views current AI advancements as the "final decentering of human exceptionalism," drawing parallels to the Copernican trauma and Darwinian evolution. He also tackles the future of creative labor, the historical lessons of the Luddite movement, and how decentralized blockchain technology could redefine digital authorship and IPSupport us through our Sponsors! ☕ Want to make content like ours? Sign up with Castmagic to make your creative process easy: https://bit.ly/CastmagicReferral Work smarter, grow faster. Automate your SEO, get AI insights, and manage all your clients in one place with Helm. Start today 50% off your first month at helmseo.com

For the past 12 years, Karen Cooper has had a front-row seat to the experiences of tens of thousands of women in real estate through her community, Empowering Women in Real Estate®. And across every level of success, certain patterns continue to appear. Every woman questions herself. Every woman loses clients, makes mistakes, and considers quitting at some point. The women with the most staying power are not the ones who avoid hard seasons, but the ones who learn how to recover, evolve, and build their businesses in a way that can evolve with them. And so much more. In this special anniversary episode, Karen shares what 12 years of Empowering Women in Real Estate® has taught her about mindset, consistency, comparison, relationships, ego, and the importance of surrounding yourself with people who expand what you believe is possible. You'll hear why there is no substitute for doing the work, why connecting with people matters more than your CRM or branding, and why there is no single right way to build a successful real estate business. Most of all, this episode is a reminder that you are not the only one navigating doubt, disappointment, change, or uncertainty—and you are allowed to create a business that supports the life you want now.   Click subscribe to be notified every Wednesday when our latest episode is released, and be sure to check out our group on Facebook. https://www.facebook.com/groups/empoweringwomeninrealestate We are 41,000 members strong and we want you to join us! And if you want to follow me on Instagram, that's where I'm having the most fun right now. https://www.instagram.com/karen.w.cooper/   Tickets are now available for our 6th Annual Empowering Women in Real Estate® Conference! The conference is on September 29-30 at the Crowne Plaza Hotel in Dulles, Virginia. You can get all the details and get your tickets here: https://bit.ly/EWREConference

Julie Deem shares the key to overcoming obstacles in life and in business. Get ready for your breakthrough. It's time to cultivate confidence and step into your entrepreneurial potential.Key Takeaways:Every challenge is an opportunity for growth.Confidence isn't about knowing everything—it's about believing in your ability to learn and adapt.Recognize that mistakes are part of the journey and don't define your worth or potential. 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

As UCaaS platforms become increasingly commoditized, Akixi says service providers can rebuild differentiation, customer value and revenue by connecting analytics, CRM, recording and AI into one experience. By Doug Green “Fragmentation doesn't just cost service providers on renewal—it knocks their ability to win business too.” UCaaS was once one of the communications industry's clearest growth stories. Today, however, many service providers are facing slower growth, tighter margins and declining revenue per seat as the major platforms become increasingly similar in their core capabilities. In this Technology Reseller News podcast, Andrew Cantle, Chief Revenue Officer at Akixi, explains why the next competitive opportunity is no longer the underlying communications platform alone. It is the connected experience that service providers and MSPs can build around it. Akixi began as a provider of real-time communications analytics. The company has since expanded its portfolio to include CRM integrations, call recording, AI-powered call scoring and sentiment analysis. These capabilities are brought together in the Akixi CX Suite, a value-added services layer designed to sit above platforms including BroadWorks, Webex and Microsoft Teams. Cantle says service providers are experiencing two pressures at the same time. Customer expectations are moving beyond basic reliability, while revenue per user continues to erode. The major UCaaS platforms now perform the fundamentals well, making it harder for providers to charge a premium based on the platform itself. That leaves providers looking for differentiation in the services surrounding the platform. Yet many are still managing separate vendors, dashboards and logins for analytics, recording, CRM integration and other capabilities. The result can be a fragmented customer experience and an equally fragmented sales story. At renewal, that fragmentation can push the conversation back toward price. A customer may value the individual services, but without a connected view of the business impact, the provider has little protection against a cheaper competitor. The same problem can hurt new sales when solution engineers must switch among multiple systems to demonstrate what is supposed to be one solution. AI is accelerating the shift. Capabilities that recently appeared advanced are quickly becoming expected. Akixi uses AI to analyze and score calls, evaluate sentiment and review far more customer interactions than a manager could assess manually. Instead of sampling a small number of calls, organizations can examine nearly every interaction and identify patterns in near real time. Cantle also points to compliance as an increasingly important use case, including for smaller businesses. AI can help organizations locate key statements, identify when specific terms were used and create a clearer evidence trail across call recordings, analytics and CRM records. Capabilities that were once affordable only to large enterprises are now becoming accessible to SMB customers through their service providers. Success, Cantle says, means giving customers direct visibility into measurable business outcomes—not simply adding another reporting layer. A connected experience can reveal productivity gains, staffing needs, coaching opportunities, agent performance, cost optimization and compliance evidence in one place. For service providers, the benefits extend beyond customer experience. Consolidating several value-added services under one vendor can simplify procurement, product management, training and support. It can also make it easier to develop a coherent proposition that sales teams can demonstrate and customers can understand. The larger message is that service providers remain well positioned because they already own trusted customer relationships. Those that connect their value-added services, demonstrate measurable outcomes and move beyond disconnected point solutions may be better able to protect renewals, win new business and rebuild average revenue per user. Listen to the podcast to learn why Akixi believes connected experience is becoming the new differentiator for UCaaS providers, MSPs and their customers. Learn more: https://www.akixi.com/

This episode of Sales Reinvented dives deep into the essential do's and don'ts of prospecting and lead generation with advice from three industry trailblazers. I host Bill McCormick, Mary Grothe, and Tony Hughes to help you transform cold outreach into meaningful connections and qualified leads. You'll hear their top do's and don'ts for successful lead generation, compelling real-world sales stories, and get their lessons learned from overcoming challenges in the field.    Outline of This Episode   [01:49] Nurture prospects on LinkedIn by providing value and insight without pitching  [05:05] Navigating lengthy sales processes [08:23] Strategic prospecting and lead generation [12:31] Building lead gen strategy [14:48] Time block prospecting and outbound activities  [13:23] Aligning Strategy with your target audience [19:02] Leveraging existing client relationships   LinkedIn, Patience, and Nurture   Bill discusses the power of leveraging LinkedIn for more than just cold outreach. He recommends connecting with all your clients on the platform to expand your prospecting potential and insists on building a clear ideal-client profile to sharpen your targeting. Nurturing relationships over time—without jumping straight into a pitch—forms the cornerstone of his methodology. On the flip side, he cautions against using impersonal connect-and-pitch tactics, being fixated on closing rather than conversing, and trying to rush prospects through the sales funnel. Patience and persistent value-driven follow-up can turn long sales cycles into lasting business wins. Own Your Pipeline   For Mary, successful prospecting begins with actually doing the work and being radically customer-centric. She underscores the importance of authentic, warm messaging—regardless of your outreach medium—and stresses the need for a quantifiable, strategic approach that aligns with your sales goals. Her top don'ts are not to skip prospecting, resort to robotic or spammy tactics, or blame marketing for a lack of leads. Mary's story about refining her own inbound strategy is a great blueprint for adapting messaging and targeting the right persona, showing that retooling your approach based on hard lessons can lead to a stronger, more effective funnel.   Time Block, Talk Results, and Embrace Sales Hygiene    Tony shares his mantra: time-block and truly execute your outbound efforts. He stresses the need to "nail your narrative" by focusing every conversation on the prospect's world and their opportunities for improved results. Tony warns against the pitfalls of talking only about your own products, making excuses, and skimping on sales processes or CRM practices. His real-life client story illuminates the power of monitoring trigger events and leveraging referrals—not just to secure new business, but to protect and expand existing relationships. By covering account risks and opportunistically following key contacts as they move into new roles, he demonstrates that proactive, value-led prospecting is the fastest route to revenue. Resources & People Mentioned   Brynne Tillman on LinkedIn Connect with Bill McCormick   Bill McCormick on LinkedIn  Bill McCormick on X    Connect with Mary Grothe   Mary Grothe on LinkedIn  Mary Grothe on X    Connect with Tony Hughes    Tony Hughes on LinkedIn  Tony Hughes on X  Connect With Paul Watts    LinkedIn Twitter    Subscribe to SALES REINVENTED Audio Production and Notes by PODCAST FAST TRACK https://www.podcastfasttrack.com  

In this episode of Bare-Knuckle B2B, our hosts Kavita Singh and Matt Hicks sit down with Fujitsu's Andrea Clatworthy to ask a blunt question: have we hit peak martech? With 15,000+ vendors, low adoption, and only a fraction of functionality actually used, they dig into why marketers keep getting dazzled by shiny platforms, how to stop treating tech as a crutch for weak strategy, and why clicks, impressions, and other vanity metrics are quietly devaluing marketing in the boardroom. Andrea shares how Fujitsu has deliberately avoided the “mega ABM platform” route, instead using a lean spine of CRM, automation, intent data, and smart agency partnerships to get the outcomes without the bloated stack. They also explore how AI is amplifying both the promise and the problems of martech—from cheap, fractional tools creeping into teams to leaders overestimating cost savings and underestimating the adoption effort. Andrea warns that without a clear strategy, strong skills, and a shared view of what good looks like, AI and martech risk becoming expensive comfort blankets rather than genuine growth drivers especially when marketers are still rewarded for vanity metrics instead of meaningful business impact. If you like this episode, check out our first Bare-Knuckle B2B episode with Harry Davies here: https://www.b2bmarketing.net/podcasts/bare-knuckle-b2b-client-agency-relationship/

‍Welcome back to ADHD-ish! In this episode, host Diann Wingert closes out the five-part solo series, “Reframing ADHD Traits as Business Strategies.” Today's focus: the ADHD challenge of “out of sight, out of mind”—a.k.a. ADHD Object Permanence—and how it quietly drains money from your business. This is one of the most misunderstood ADHD strengths and struggles, and understanding it transforms your revenue.Most people learned about object permanence as a developmental milestone in infants: it's the reason peekaboo is so mind-blowing for toddlers. But for adults with ADHD, it's not about missing a childhood milestone—it's a “functional glitch” that endures throughout adulthood.ADHD Object Permanence challenges aren't about immaturity; they're directly connected to how ADHD working memory functions differently from neurotypical brains.If something isn't visible—literally in your line of sight—your ADHD brain tends to forget it exists. In business, this means things like overdue follow-ups, unrevived client relationships, or forgotten services gather dust. This is one of the core ADHD strengths and struggles that impacts your bottom line.Where Are You Leaking Money? ‍I break it down into three layers:1. Past Clients: Amazing people who loved working with you, would buy again, and just need a nudge. But if they're not in your calendar or inbox—they don't exist to your brain. Your ADHD working memory isn't the problem; your system is.2. Leads in the ‘Dark Pipeline': Warm prospects you were this close to converting…now forgotten until you randomly find that old email weeks later (and then feel the shame spiral). ‍This is ADHD Object Permanence in action—out of sight, completely out of mind.3. Your Own Offers: Courses, workshops, or services you actually could be selling—but forgot you even have. How many revenue streams are invisible because of ADHD Object Permanence?What's the Fix? Structural Visibility ‍Don't go buying a new planner or promising to “try harder.” That's not a strategy—it's just more stress. Instead, build software (aka systems!) around your brain's “hardware” constraints. This is how you turn ADHD strengths and struggles into actionable business strategy.Here's How: ‍● Use a CRM to remember leads for you—don't let your ADHD working memory be your only sales tool! This is structural support for ADHD Object Permanence.● Block off time every week to review offers, check in on clients, and nudge those dark leads back into the light. Regular visibility beats relying on memory.● Pre-schedule re-engagement emails for past clients + warm leads. Automation handles what ADHD Object Permanence makes invisible.Where to start: ‍Don't overhaul everything at once. Pick one area—past clients, dark leads, or forgotten offers—and add a single piece of visibility this week. ‍It could be as simple as pulling your last 20 clients into a spreadsheet or writing a list of every product you currently offer. The important part is making invisible opportunities visible again. This is how you leverage ADHD strengths and struggles for revenue growth.Mentioned in this episode: ‍Laura Schulte - LinkedIn ‍The Pipeline Compounder Kit email marketing platform (affiliate link) ‍ ‍Other episodes in the Reframing ADHD Traits as Business Strategy series: ‍Ep #315: How Successful ADHD Entrepreneurs Trigger Hyperfocus on Demand ‍Ep #317: Time Blindness is a Pricing Problem, Not Just a Productivity Problem ‍Ep #321: The Recurring Revenue Trap: The Hidden Cost of Stable IncomeEp #323: What Procrastination, Resistance & Avoidance are Trying to Tell You About Your Business ‍Your ADHD-ish ™ host, Diann Wingert Diann Wingert is a business strategist, coach, serial entrepreneur, former psychotherapist, and passionate thought leader at the intersection of ADHD and entrepreneurship. In addition to hosting the ADHD-ish ™ podcast, Diann is the creator of The ADHD-ish ™ Method, a practicing Buddhist, dog mom, and relentlessly curious human. ‍Want help to reimagine business with your ADHD traits in mind? Schedule a free consultation to explore 1:1 ADHD entrepreneur coaching with ADHD business strategist and coach, serial business owner, and former licensed psychotherapist, Diann Wingert.For more ADHD-informed business strategies, follow ADHD-ish ™ for the rest of the Reframing Your ADHD Traits as Business Strategies, as well as inspiring guest interviews and real client success stories! Subscribe/Follow ADHD-ish ™ on Apple or Spotify‍ ‍© 2026 ADHD-ish™ Podcast. Intro music by Ishan Dincer / Melody Loops / Outro music by Vladimir / Bobi Music / All rights reserved.

Most real estate agents still rely on inconsistent prospecting rather than a permanent lead-generation system.In this episode, Ray Wood explains why generating leads on autopilot is becoming essential for agents who want to build a more predictable and scalable business.Ray breaks down how AI Ad Machine creates and tests dozens of property ads across Facebook and Instagram, automatically directs the budget toward the strongest performers, captures qualified leads, and begins the follow-up process immediately through automated text messages and emails.He also explores why owning your own lead data is far more valuable than paying expensive lead companies that may charge high lead fees and take a percentage of your commission.You'll discover:• Why property listings are one of the most powerful lead-generation tools• How AI can create, test, and optimize 40 to 50 ads at once• Why some Ad Machine campaigns generate clicks for under 10 cents• How automated follow-up helps build trust with buyers and sellers• Why owning your database gives you a long-term business asset• How one recent campaign generated 27 leads in only four days• Why consistent lead generation can place you among the top-performing agentsRay's message is simple: the agents of tomorrow are building automated lead-generation systems today.Set up a demo call with Ray hereTranscription

What separates an average automotive salesperson from someone capable of selling more than 40 cars per month? "The more you familiarize yourself with the customer, the more you're going to be able to use that for yourself to build your business as a car salesman." - Josh MacPhee In this episode of the Millionaire Car Salesman Podcast, Sean V. Bradley sits down with Josh MacPhee, a top-performing sales consultant at McDonald Buick GMC Cadillac in Moncton, Canada, who sold an incredible 326 vehicles in only his second year in the automotive industry and went on to achieve a 40-car month. Josh reveals the mindset, daily habits, customer-service strategies, and modern tools that helped him rapidly build a powerful client base. From relentless follow-up and constant availability to using social media as a relationship-building engine, his approach challenges the traditional way many sales professionals operate. "Be kind, be honest, really help people, and care about what they're trying to accomplish in buying a vehicle from you." - Josh MacPhee You'll also hear how Josh transformed his experience working in a skateboard shop into a thriving automotive career, multiplied his results far beyond industry averages, and created relationships that continue producing business long after the initial sale. Whether you are brand-new to the showroom or an experienced salesperson looking to break through a performance plateau, this episode delivers practical strategies you can immediately adapt to generate more conversations, strengthen customer loyalty, and sell more vehicles. The numbers are impressive, but the process behind them is where the real value lives. Listen now to discover what Josh does differently. Key Takeaways: ✅ Building strong customer relationships and offering exceptional service are central to achieving consistent high sales figures. ✅ Utilizing social media platforms such as Facebook and Facebook Marketplace can significantly increase referral-based sales. ✅ Regular and effective follow-up is critical in maintaining customer interest and converting leads into sales. ✅ Working closely with managers and leveraging their expertise can help refine sales techniques and improve results. ✅ Embracing technology and community engagement can create additional pathways to expand a personal brand and reach in automotive sales.   About Josh MacPhee Josh MacPhee is a dynamic and successful automotive sales consultant at McDonald Buick GMC Cadillac in Moncton, Canada. With a notable track record of selling 326 units in his second full year and achieving a remarkable 40-car month, Josh has swiftly risen as an influential figure in car sales. Prior to his career in the automotive industry, Josh honed his customer service skills by working at a retail skateboard shop, where he was responsible for cultivating customer relations and building sales initiatives. His commitment to customer service, strategic use of social media for networking, and relentless follow-up tactics are key elements of his sales approach, enabling him to far exceed the national sales averages within his industry. Josh continues to push boundaries and set new records in automotive sales by constantly evolving and adapting his strategies.   Embracing the Grind: How Relentless Follow-Up and Customer Service Revolutionize Car Sales   Key Takeaways: Emphasize the importance of continuous growth and development, even in challenging markets. Foster a relentless commitment to customer service and follow-up. Leverage technology and team dynamics to excel in sales performance.   Relentless Customer Service and Follow-Up in Car Sales In the competitive world of car sales, consistency is key. Josh MacPhee's story illustrates how relentless follow-up and exemplary customer service can create extraordinary success in an environment where most salespeople average less than ten cars monthly. The approach is simple yet profound: make it easy for the customer and be accessible, whether on weekends, late at night, or even during holidays. MacPhee, a sales consultant at McDonald Buick GMC Cadillac in Moncton, Canada, credits his success to these values. "I just talk so much and create such a personal level with my conversations that they want to come back," explains MacPhee. His willingness to take calls late a night and work during off-hours underscores a broader principle: in a performance-based industry, accessibility can set you apart from competitors. This dedication to being available whenever the customer needs support leaves a lasting impact, evidenced by customers who choose him because he's consistently available and knowledgeable. "You wasted no time to get back to me and talk to me the whole time you were off on vacation," a customer reportedly said, highlighting trust and reliability as cornerstones of MacPhee's successful strategy.   Building a Sales Network through Referrals and Community Engagement Effective car sales extend beyond the dealership floor—into community networking and robust referral systems. For MacPhee, referrals significantly contribute to his sales numbers. "We offer $200 for a referral," he states, a small investment when aiming for a fruitful long-lasting business relationship. Beyond financial incentives, MacPhee emphasizes relationship-building by engaging customers on social media platforms like Facebook, maintaining the connection long after the initial sale. Moreover, MacPhee leverages local insights and community relationships. "If it's legit, think about this: why the hell would you not want to incentivize somebody?" he argues, stressing the value of forging lasting connections within the community. Understanding local relevance, he primes his sales strategy by ensuring his presence is acknowledged beyond the transactional relationship, positioning himself as a reliable advisor in the community. By fostering deep ties, both digital and personal, MacPhee's strategy aligns with broader community-focused practices that drive sustained success. His approach taps into a natural cycle—prioritize existing relationships to expand business, maximizing opportunities for referral-based prospects in a strategy that feeds itself.   Harnessing Technology and Team Dynamics In an era where technology plays a transformative role, integrating modern tools into traditional sales processes offers a distinct advantage. However, at McDonald Buick GMC Cadillac, MacPhee sees a fusion of personal effort and minimal tech dependence. "Artificial intelligence? What do you mean?" Queries MacPhee, indicating an opportunity for technological advancement that complements his human-centric approach. Still, the power of a cohesive work environment shouldn't be underestimated. Through collaboration with managers and peers, he builds a reservoir of sales knowledge and refined tactics. Allying with mentors and learning actively, MacPhee draws from a collective base of expertise that deepens individual knowledge, especially for complex negotiations. "It's important because you're getting a second person in to talk," MacPhee shares, emphasizing the value of team-based sales processes. Such environments promote skill sharing and adaptive learning, as colleagues become resources rather than competitors. Thus, success grows not only from independent initiative but from thriving in a supportive team context.   Josh MacPhee's story champions the idea that diligence, customer engagement, and a strategic approach to relationships can transcend the industry norm, catapulting sales beyond expected metrics. Insights from his journey reveal that relentless dedication to customers and collaborative learning environments can redefine success. Though not overly reliant on modern technology, salespeople like MacPhee showcase the power of grinding hard, building a network, and making each customer interaction meaningful. Through this lens, car sales emerge not as a routine job, but as a dynamic business driven by personalities who exceed boundaries through sheer tenacity and astute connection-making.       Resources + Our Proud Sponsors:   ➼ Podium: The AI Platform Powering the Modern Dealership. From instant lead response to seamless test drive scheduling, Podium's AI Employee Jerry works 24/7 to turn every lead into a conversion, so your team can focus on closing. Trusted by thousands of dealerships nationwide and proudly featured on the Millionaire Car Salesman Podcast. Learn how Podium can help you sell more cars, book more service appointments, and grow your dealership. Discover how Podium's innovative AI technology can unlock unparalleled efficiency and drive your dealership's sales to new heights. Visit www.podium.com/mcs to learn more!   ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Automotive Sales Mastermind Facebook Group with over 29,000 automotive professionals worldwide. The Millionaire Car Salesman Facebook Group is the go-to community for car salespeople, BDC agents, sales managers, general managers, and dealer principals looking to increase performance, income, and leadership skills. Inside the group, members collaborate daily on automotive sales strategies, lead handling, phone scripts, closing techniques, CRM best practices, dealership leadership, and accountability systems. Learn directly from top automotive trainers, industry mentors, and high-performing sales leaders who are actively winning in today's market. If you're serious about growing your automotive career, increasing car sales, and building long-term success, join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: Dealer Synergy is the automotive industry's #1 Sales Training, Consulting, and Accountability Firm, with over 20 years of proven dealership success nationwide. We specialize in helping car dealerships increase sales, improve processes, and build high-performing Sales, Internet, and BDC departments from the ground up. Our expertise includes automotive phone scripts, rebuttals, CRM action plans, lead handling strategies, BDC workflows, Internet sales processes, management training, and accountability systems. Dealer Synergy partners directly with dealership leadership to align people, process, and technology, ensuring consistent results and scalable growth. From independent dealers to large dealer groups and OEM partnerships, Dealer Synergy delivers measurable performance improvements, stronger teams, and sustainable profitability. ➼ Bradley On Demand: Bradley On Demand is the automotive industry's most advanced interactive training, tracking, testing, and certification platform for car dealerships — built to develop top-performing teams across Sales, Internet Sales, BDC, CRM, Phone Skills, Leadership, and Management. In addition to LIVE virtual automotive training classes and a library of 9,000+ on-demand dealership training modules, Bradley On Demand now includes AI Phone Roleplaying and Coaching to help salespeople and BDC agents practice real dealership conversations before they ever get on the phone with customers. This AI-powered roleplay technology strengthens phone scripts, objection handling, appointment setting, lead follow-up, and closing skills, while providing measurable coaching feedback for continuous improvement. Bradley On Demand empowers dealerships to train faster, coach smarter, improve call performance, increase closing ratios, and sell more cars more profitably — all through structured, trackable, modern automotive training.

Partner with Jay: https://www.jayschwedelson.com/contactㅤPre-order Jay Schwedelson's new book, Stupider People Have Done It (out June 9, 2026).All net proceeds are donated to The V Foundation for Cancer Research, let's kick cancer's butt: https://www.amazon.com/Stupider-People-Have-Done-Marketing/dp/1637635206ㅤSubscribe to Jay's newsletter for weekly marketing tips and tactics: https://www.jayschwedelson.com/newsletterㅤRegister for GuruConference (FREE + VIRTUAL!) https://www.guruconference.comㅤCheck out Eventastic (FREE + VIRTUAL!) https://www.eventastic.comㅤConnect with Jay on LinkedIn: https://www.linkedin.com/in/schwedelson/Check out Jay's YouTube channel: https://www.youtube.com/@schwedelsonCheck out Jay's Instagram: https://www.instagram.com/jayschwedelson/Ask Jay anything: https://www.jayschwedelson.com/askㅤLeave a comment and follow the show, it really helps us out!ㅤFollow Daniel on LinkedIn and check out The Marketing Millennials podcast for sharp, no-fluff marketing insights. Subscribe to Ari Murray's newsletter at gotomillions.co for sharp, actionable marketing insights.ㅤYou have a file sitting inside LinkedIn right now with every connection, every DM and every comment you have ever made, and it takes about four clicks to get it. Jay Schwedelson walks through what happens when you drop that export into Claude alongside your CRM data and tell it to think like a chief revenue officer, while Daniel Murray shares the prompt he uses to pull clips, hooks and subject lines out of podcast transcripts he already recorded months ago. The whole thing wraps with the two of them pulling up their Uber passenger ratings on air, which does not go the way either of them planned.ㅤBest Moments:(00:11) The Uber small talk question nobody wants to answer honestly(02:06) Why AirPods are the polite way to opt out of any conversation(02:49) Daniel's prompt for turning old podcast transcripts into clips, hooks and subject lines(05:00) Feeding your full LinkedIn history into Claude and asking it to think like a CRO(06:14) The exact desktop click path to export your LinkedIn connection data(07:51) If your tool has no API connection, it might be time to find a different tool(08:41) A live Uber score showdown, including where to find your one-star count

One client reclaimed 15% of their lapsing donors and added $200,000 by year-end. No new campaigns. No bigger team. Just a stewardship system running quietly in the background. Rachel Bearbower built it.As founder of the Nonprofit Automation Agency, Rachel has helped clients climb from 35% to 50% donor retention in a single year, recover nearly $20,000 in lapsed gifts in 90 days, and hand 20+ hours a month back to overstretched teams — all without losing the human touch.

Every coach dreams of having more freedom in their business, but most are buried in repetitive tasks that quietly steal hours every week. The problem isn't that you need to work harder. It's that your business needs better systems.In this episode, Kendra sits down with automation expert Nicole Harlow to unpack the behind-the-scenes systems that help business owners reclaim their time without sacrificing the client experience. They discuss where AI actually belongs in your business, the biggest automation mistakes coaches make, and why creating intentional client journeys can improve both efficiency and connection.Whether you're still doing everything manually or you're ready to streamline your operations, this conversation will help you identify the bottlenecks that are keeping you stuck and show you how simple systems can create more freedom, consistency, and room to grow.In This Episode:The "red Ferrari with no engine" mistake almost every coach makes when they build their businessHow to tell if your plateau is a marketing problem or a backend problem (most people guess wrong)The one simple automation sitting in your CRM that could be quietly making you thousandsWhy hiring a VA before you do THIS just transfers your chaos to someone elseWhat 7 AI employees actually do in Nicole's business right now

Real cases pulled apart through the Octalysis Core Drives, sent to your inbox over a few days. Get the free guide: professorgame.com/WildCD Episode Summary Rob breaks down why the same reward can pull a team forward or quietly wreck it, using three cases where the design decided the outcome. He walks through a school in Caracas where escalating fines for late pickups made lateness worse, the sales bonus patterns that produce burnout and sandbagging, and The Octalysis Group's project with Procter & Gamble's distributor Navo Orbico, where a gamified ship upgrade tightened the feedback loop instead of paying for the sale. Along the way he separates two mechanisms that often get treated as one: a fine turning a moral obligation into a price, and the over-justification effect crowding out intrinsic motivation on the reward side. Listeners learn how to match the reward to the job it actually has to do, and when to hand off to something more durable. About the Host Rob Alvarez is Head of Engagement Strategy, Europe at The Octalysis Group (TOG), a leading gamification and behavioral design consultancy. A globally recognized gamification strategist and TEDx speaker, he founded and hosts Professor Game, the #1 gamification podcast, and has interviewed hundreds of global experts. He designs evidence-based engagement systems that drive motivation, loyalty, and results, and teaches LEGO® SERIOUS PLAY® and gamification at top institutions including IE Business School, EFMD, and EBS University across Europe, the Americas, and Asia. Key Takeaways A school in Caracas replaced the moral weight of collecting your child on time with an escalating fine, and lateness went up instead of down. Core Drive 5 (Social Influence and Relatedness) stopped doing its job the moment the delay carried a price. Gneezy and Rustichini's study "A Fine is a Price" documents the same reversal in day-care centers: a monetary fine for late pickups increased late pickups, and removing the fine did not bring them back down. A standing sales commission with nothing behind it pays for the behavior forever. Reps chase the next check to make ends meet, and with no other motivation in the system, the commission burns them out rather than building anything durable. Capped bonuses fail in two directions. Targets set too high get read as unreachable, so reps stop trying, and reachable targets get sandbagged, with closed-ready deals held into the next cycle so the company waits on revenue it wanted today. In The Octalysis Group's project with Procter & Gamble's distributor Navo Orbico, ship upgrades inside Masters of the Endless Seas cut the roughly week-long CRM lag on seeing whether a sale landed, tightening the Core Drive 2 (Development and Accomplishment) loop instead of paying for the sale. Rob was not on the project team and saw it presented at Brighton. Nearly every reward failure is one of two mistakes: treating the get-them-through-the-door reward as the whole engine, or bolting an extrinsic reward onto behavior that already had an intrinsic reason, which is where the over-justification effect crowds that reason out. Topics Covered 0:00 — The reward is a tool, not a motivator 1:56 — The Caracas school that fined late parents 2:45 — How a fine replaced a moral obligation 4:07 — A Fine is a Price, Gneezy and Rustichini 4:44 — When rewards do an honest job 6:07 — Standing commissions and sales rep burnout 7:07 — Bonus targets set too high to chase 8:06 — Hitting the number, then sandbagging deals 8:52 — The over-justification effect in action 9:27 — P&G's Masters of the Endless Seas 11:15 — Why the ship worked when the bonus failed 12:20 — Choosing the reward that fits the job Mentioned in This Episode Core Drives in the Wild, the free guide with real cases analyzed through the Octalysis Core Drives Episode 453: Why Users Agree But Never Start, where Rob covers the Procter & Gamble project in full "A Fine is a Price" by Uri Gneezy and Aldo Rustichini, Journal of Legal Studies, 2000 The Octalysis Group, and its project with Procter & Gamble's distributor Navo Orbico Masters of the Endless Seas, the gamified world built for the Procter & Gamble sales rep network The over-justification effect, and Core Drives 1, 2, 3, and 5 of the Octalysis Framework Free Resources and Get in Touch Core Drives in the Wild: Professor Game Free Guide Get Daily Value on Your Email Let's chat about your gamification project YouTube LinkedIn Instagram Facebook Start Your Community on Skool for Free Ask a question

The Architectural Edge in Modern Outbound: Engineering B2B Revenue Engines with Vladyslav PodoliakoIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Vladyslav Podoliako, the Founder and CEO of Belkins, to examine the tectonic shifts occurring across the modern outbound sales landscape. Vladyslav, a prominent B2B growth architect and outbound marketing pioneer, details how the proliferation of generic AI text generators and automated email blasts has created unprecedented noise across traditional outbound channels. This conversation delivers an essential strategic playbook for mid-market founders, enterprise sales executives, and B2B marketers who want to break through cold outreach fatigue, build authentic founder-led personal brands, and engineer data-driven multi-channel lead acquisition engines.The Modern Outbound Architecture: Integrating Founder Authority, Community Networks, and Multi-Channel Tech StacksThe primary factor causing traditional cold outreach conversion rates to plummet across modern B2B sectors is a reliance on unvetted, automated email spam that treats prospective clients as static database targets rather than human decision-makers. Vladyslav Podoliako explains that as corporate decision-makers become increasingly immune to generic sales scripts, an enterprise must shift its acquisition strategy toward building an authentic founder-led personal brand. When a CEO or C-suite executive consistently publishes high-value insights, industry lessons, and transparent commentary across platforms like LinkedIn, they establish immediate market authority and generate warm brand familiarity. This individual credibility compounds over time, creating a permanent distribution asset that dramatically increases response rates and lowers customer acquisition costs across every outbound touchpoint.To convert digital attention into predictable pipeline growth, scaling companies must move beyond passive follower counts to build active, highly engaged B2B communities around their core domain expertise. Relying on a single acquisition channel introduces severe operational vulnerability, particularly as inbox algorithms tighten security protocols and social platforms evolve. High-performing revenue engines require a sophisticated, multi-channel tech stack that orchestrates personalized email outreach, cold phone calls, targeted paid media, and localized event marketing into a single unified workflow. By setting rigorous lead-qualification criteria—such as verifying budget, authority, needs, and timing (BANT) before routing prospects to sales representatives—organizations insulate their account executives from administrative noise and ensure high-value discovery calls focus strictly on sales-ready opportunities.Furthermore, sustaining long-term market dominance demands that B2B enterprises leverage advanced software integration while ruthlessly protecting the human element of their brand communication. Deploying custom CRM workflows, automated data enrichment pipelines, and advanced analytics tools allows marketing and sales teams to listen to prospective accounts and identify exact buyer intent. However, technology should serve as an operational force multiplier for research and process execution rather than a replacement for authentic human connection. When an organization synthesizes data-backed audience targeting, personalized multi-channel outreach, and an authoritative executive voice into a unified growth framework, it eliminates lead-generation bottlenecks, protects sales margins, and predictably expands enterprise valuation.About Vladyslav PodoliakoVladyslav Podoliako is the Founder and CEO of Belkins, an international sales technology pioneer, and a prominent B2B lead generation strategist. Drawing from over a decade of hands-on experience helping global companies scale their top-of-funnel pipelines, Vladyslav specializes in building high-performing outbound sales engines. He is a recognized thought leader focused on helping enterprise founders leverage personal branding, community building, and multi-channel marketing automation to achieve sustainable revenue growth.About BelkinsBelkins is an elite global B2B lead generation agency and sales technology consultancy engineered to help mid-market and enterprise organizations accelerate pipeline growth. The company specializes in delivering custom outbound campaign design, cold email infrastructure optimization, CRM data enrichment, appointment setting, and founder-led personal branding playbooks. Through data-backed targeting frameworks and advanced sales enablement technology, Belkins enables companies across complex industries to remove customer acquisition friction and maximize market equity.Links Mentioned in This EpisodeBelkins Official Website: belkins.ioVladyslav Podoliako on LinkedIn: linkedin.com/in/chiefdataKey Episode HighlightsThe Death of Generic Outbound: Why oversaturated communication channels require business leaders to abandon automated email spam in favor of personalized outreach.The Founder Brand Asset: Leveraging executive personal branding on LinkedIn to lower customer acquisition costs and build immediate buyer trust.Community-Led Sales Growth: Transitioning from passive content broadcasting to active community engagement that fuels long-term referral networks.The Multi-Channel Integration Framework: Combining email, phone outreach, targeted ads, and intent data to reach corporate decision-makers where they engage.Rigorous BANT Qualification: Enforcing strict lead-scoring criteria to ensure sales teams focus exclusively on high-probability, qualified B2B prospects.ConclusionThe conversation with Vladyslav Podoliako underscores that succeeding in modern B2B lead generation requires an intentional balance of high-tech outbound infrastructure and authentic human authority. By standardizing internal sales governance, investing in founder-led personal branding, and deploying integrated multi-channel technology, business leaders can transform an underperforming sales process into a highly structured, self-sustaining revenue asset.More from The Thoughtful Entrepreneur

Your best content ideas and warmest leads are already sitting in data you forgot you had. Jay and Daniel break down "AI ingestion": feeding transcripts, LinkedIn exports, and CRM data into tools like Claude so your AI actually knows your business and stays up-to-date. Daniel shares his exact prompt for turning one podcast transcript into clips, hooks, and subject lines that get watched past three seconds. Jay reveals the LinkedIn data trick that exports every connection, DM, and comment, then ranks who to reach out to first. Plus why your tools need an API connection or you'll fall behind. If you're a Marketer who wants to squeeze more content and more leads out of data you already own, this episode is for YOU. Enjoying Bathroom Break? Follow the show and drop us a rating, it genuinely helps more Marketers find us. Now go follow The Marketing Millennials. Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: https://workweek.com/ Follow Jay: LinkedIn: https://www.linkedin.com/in/schwedelson/ Podcast: Do This, Not That Follow Daniel: YouTube: https://www.youtube.com/@themarketingmillennials/featured Twitter: https://www.twitter.com/Dmurr68 LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing Sign up for The Marketing Millennials newsletter: https://themarketingmillennials.com/

Join this episode of DM Radio as host Eric Kavanagh sits down with Sovan Bin, CEO and Founder of Odaseva, to explore the growing challenges of managing and securing Salesforce data in today's AI-driven world. Drawing on his experience as a Salesforce architect, Sovan shares how conversations with enterprise customers revealed critical gaps in data governance, security, and control as organizations moved from on-premises systems to the cloud. Find out how those challenges inspired the creation of Odaseva and why protecting mission-critical CRM data has become more important than ever in an era of increasingly sophisticated cyber threats. Tune in to learn how organizations can strengthen Salesforce data management, improve governance, and build a more resilient security strategy while continuing to innovate in the cloud.

Check out the YouTube video for this episode: https://youtu.be/dN0CgVuCYlIGet my FREE 2026 Facebook Ads Masterclass here

Private events may be the most overlooked revenue stream in hospitality. In Episode 222 of On The Delo, Delo sits down with Samia Kohler, Founder of Event Sphere Solutions and creator of SPHERE, to explore how restaurants, bars, hotels, wineries, breweries, and event venues can unlock significant revenue through smarter private event sales. From 18 years in hospitality across France, Shanghai, Hong Kong, and now Phoenix, Samia breaks down how the right system can turn any space with four walls, food, and beverage into a revenue machine.This conversation goes deep on the difference between chasing tables and building an experience, why so many restaurants leave event revenue on the table, and how Samia built her own software after finding no CRM truly made for hospitality. She shares how her clients have seen a 189% increase in event sales, how the platform buys back 20+ hours a week, and how she built AI directly into the system so even a busy GM can capture leads around the clock without losing the human touch. If you run a restaurant, bar, or hospitality group and want a smarter way to grow revenue, this episode is packed with real, usable perspective.Chapter Guide (Timestamps)(0:00 - 2:06) Welcome and Meeting Samia Kohler(2:06 - 6:02) Hospitality Around the World: France, Shanghai, and Hong Kong(6:02 - 11:48) How She Got Into Hospitality and the Private Event Sales Gap(11:48 - 15:54) Building Event Sphere Solutions and Learning the Tech(15:54 - 21:05) How It Works: Pricing, Commission, and a 189% Sales Lift(21:05 - 26:11) Ideal Clients and Buying Back 20+ Hours a Week(26:11 - 29:15) AI in Hospitality: Sphere and Sphere Plus(29:15 - 33:27) Non-Negotiables and Scaling Beyond Arizona(33:27 - 38:15) Rapid Fire and Delo's Close

Ryan Dohrn, Mr. Revenue, shares practical sales training tips to help you write better sales emails, choose stronger subject lines and manage your inbox without letting email control your entire day. In this episode of The Ryan Dohrn Business Show, Ryan breaks down sales email secrets for success, including when to send emails, what subject lines get attention, how to write more relevant prospecting emails and how better time management can improve your sales performance. Ryan also shares why keeping your email open all day can hurt your focus, slow down your prospecting and distract you from the sales activities that actually drive revenue. These practical sales strategy tips are built for salespeople, media sales teams, ad sales professionals and business owners who want to improve prospecting, follow-up, customer retention and overall sales productivity. For more sales training, media sales training, ad sales training, corporate sales training, prospecting tips, CRM tips, AI sales tools and customer retention ideas, visit http://RyanDohrn.com. #SalesTraining #MediaSalesTraining #AdSalesTraining #CorporateSalesTraining #SalesEmails #ProspectingTips #SalesStrategy #TimeManagement #CRMtips #CustomerRetention #RyanDohrn #MrRevenue

He skipped college. He got his real estate license. And he started making phone calls. Year 1: 6 homes. Year 2: 30 homes. Year 3: 75 homes. Year 5: On pace for 100. All before the age of 24. In this episode of Tom Ferry's Outliers series, Anthony unpacks exactly how he did it — the lead sources, the follow up strategy, the CRM obsession, the farming playbook and the mindset that separates outliers from everyone else. Here is what you will learn: - How he started at 18 with no sphere, no experience and no college degree - The Facebook ads strategy that fuels his business — $25 a day, 1-2% conversion - Why new construction was the growth accelerator nobody talks about - The two-text speed to lead system that converts more leads instantly - How to build a follow up strategy that pays off two years later - The geographic farming blueprint that gave him 35% market share in one neighborhood - The biggest mistake he made transitioning from buyer agent to listing agent - What a high volume day actually looks like — and how he manages task switching - How AI will handle 92% of what agents do today — and what that means for you   "The next escrow is always in my CRM." — Anthony Anselmo If you want to know how to sell 100 homes a year without burning out — this episode is your blueprint.  

In today's workplace, it's rarely the lack of communication that causes the biggest problems; it's the fear of saying the wrong thing, the emails never sent, and the hard conversations avoided. Silence, mixed messages, and surface-level conversations quietly erode trust, culture, and productivity. Today's guest, Scott Harvey, a former FBI-trained hostage negotiator, communication advisor, and author of “Silence Kills,” reveals why unspoken conversations and poor listening are costing organizations up to 18% of their payroll in miscommunication, and what to do about it. In this episode of Marketer of the Day, Scott breaks down the art and science of communication as he's lived it: from high-stakes hostage situations and law enforcement media briefings to corporate boardrooms and keynote stages. He explains why communication is a “dance” instead of a formula, how tone and body language outweigh the actual words you say, and why in a world obsessed with content creation and TL;DR shortcuts, deep listening has become a rare superpower. Scott shares practical, real-world tactics leaders can use immediately: How to use tone, questions, and curiosity to “listen people” into the decisions you need them to make. Why silence without rapport feels like you don't care, and how to break that silence in a way that builds trust instead of fear. How to leverage simple CRM notes and meaningful follow-up to create unforgettable experiences that keep customers and team members loyal (including a powerful hotel-cookie story you'll remember). Ways to use AI as a research assistant and rehearsal partner, without becoming robotic or losing authenticity. We also dive into Scott's passion for storytelling as a strategic tool. He explains how to collect everyday stories, test them on social media and podcasts, then refine them, just like a stand-up comedian, into a “quilt” of stories that emotionally land with audiences and make your message stick. https://youtu.be/lslOhSZaSsM?si=zKmDXkB8ix3Qj_uZ If you're a founder, executive, coach, or team leader who senses that miscommunication, unasked questions, and unresolved tension are holding your people back, this episode will give you a new lens and a toolkit for leading with listening, speaking with confidence, and building the kind of trust that keeps your best people and best clients around for the long term. Quotes: “If there's no listener, there's no story. You can share stories all day, but if there's nobody there to interpret those stories, you're not communicating anything.” “Don't script hard conversations. In an AI-driven world, that feels inauthentic. Trust your tone to convey that this is hard, but that you both will be better at the end of it.” “In a world that doesn't ask you to listen much, listening today is so rare it's like a superpower.” Contact Details: Book Scott Harvey Today → Transform the Way Your Team Communicates Communication Can Make, or Break Your Team: Connect with Scott Harvey on LinkedIn Ready to Change the Conversations That Matter Most? Follow Scott Harvey on X Follow Scott Harvey on Facebook for Powerful Communication Strategies Follow Scott Harvey on Instagram for Quick Communication Tips Silence Kills on Amazon

What if your next wave of growth isn't coming from new leads, but from people who already know and trust your brand? In the final episode of Season 6, Justin Tamsett sits down with researcher Melissa Rodriguez to unpack two major industry reports: The Fitness Membership Divide and The Exercise Ecosystem. Together, they explore why former members represent a $27 billion opportunity, why nearly half plan to return to a gym, and how today's consumers are blending gym, studio, home, and digital fitness experiences. Melissa shares the data behind the rise of the omni-exerciser, the growing demand for wellness and recovery services, and the practical strategies fitness businesses can implement to increase retention, engagement, and revenue. Take the Next Step: - Become an FBP Insider (7 days free) https://fbpinsiders.fitnessbusinesspodcast.com/ - Free live online events for fitness leaders https://fitnessbusinesspodcast.com/onlineevents - Have a say in Season 7! https://fitnessbusinesspodcast.com/season-7/ - The Fitness Membership Divide Report https://www.patreon.com/FitnessBusinessPodcast/posts/fitness-divide-162118509 - The Exercise Ecosystem Report https://www.patreon.com/FitnessBusinessPodcast/posts/exercise-report-162117763/ Timestamps (00:00) Former Member Retention Opportunity (01:35) Free Fitness Industry Reports (03:48) Fitness Consumer Research Insights (06:23) Why Gym Members Cancel (09:30) Fitness Membership Trends (12:25) Gym vs Home Workout Trends (13:13) Omni-Exerciser Consumer Behavior (14:38) Recovery Services and Wellness Revenue (17:46) Fitness Consumer Spending Habits (21:18) Gym Growth Strategy Ideas (26:27) AI-Powered Gym Business Planning Our guest, Melissa Rodriguez - Website: https://datagonist.kit.com/datagonist - LinkedIn: https://www.linkedin.com/in/melissarodriguezmba/  Merch Sponsor REX Roundtables: - Website: www.REXRoundtables.com- Email: Eddie@REXRoundtables.com Thank you to the partners who support The Fitness Business Podcast:  Solution One Partners: Provides marketing, loyalty, and CRM solutions for the fitness industry. https://solutiononepartners.com/ Arsenal Strength: Manufactures professional strength gym equipment and offers custom gym design. https://www.myarsenalstrength.com/ Power Systems: Sells a wide range of fitness, strength, and conditioning equipment. https://www.power-systems.com/ BlkBox Fitness: Designs and manufactures gym equipment and creates bespoke training facilities. https://www.blkboxfitness.com Replify: Replify provides AI-driven receptionist and sales automation for fitness businesses. https://www.replify.ai/ About Our Guest: Melissa Rodriguez is the founder of Datagonist, a research firm specializing in consumer behavior and market trends across the fitness and wellness industry. With more than 13 years leading research initiatives at the Health & Fitness Association (formerly IHRSA) and experience conducting market research at Mindbody, Melissa brings a unique blend of industry expertise and analytical rigor. Before moving into research, she worked as a personal trainer in commercial gyms, boutique studios, and community fitness settings, giving her firsthand insight into the realities of club operations. Today, she helps fitness businesses, technology companies, and industry stakeholders make smarter decisions through data-driven research and consumer insights.  Please note: We only recommend products we care about (affiliate links support our free content). Thank you for your support!

Sam Levy's first sales job involved a phone book, a rotary phone, and 200 cold calls for one yes. He was still in college when he started a telemarketing gig with no playbook, no CRM, no email. Eighteen months in, the company went public, and the telemarketing kid was sipping champagne in the boardroom. This episode reveals everything that happened between that room and the one he sits in now: head of go-to-market strategy and execution at Oracle NetSuite, running a business that's grown from $250 million to $4 billion. Sam walks Devin through how to build a career in software sales, rung by rung: how to pick your first sales job and your first boss; why hustle gets you started but cadence gets you promoted; why the top rep usually makes a rough first-time manager. He tells us when to leave a job, when to let a rep go, and what to do with the lone wolf who crushes quota but poisons the room. Plus, a prediction: 90% of the next generation of software CEOs will come out of sales and marketing, not engineering. Whether you're an operating partner, an SDR in your first seat or a CRO wondering what's next, this is the insider's guide to success. Discover more at NetSuite.ai

How do we align the rapid, exponential rise of artificial intelligence with humanity's best interests before we reach a point of no return? In this classic throwback episode from our old Edge of AI Podcast, we sit down with tech visionary Eric Pulier, a prolific technologist who has founded over 15 companies, raised more than $1 billion, and led exits from IPOs to major mergers.In this deep dive, Eric explores his leadership roles as Co-Chair of the AI Coalition at the Future Investment Initiative (FII) Institute and CEO of Vatom. He outlines the global push for AI ethics, the looming existential threats of synthetic biology and mass deepfakes, and why preserving human culture in local AI models is crucial to preventing algorithmic erasure.Eric also reflects on inventing the "Vatom" (the virtual atom) in early 2015, the precursor to modern smart NFTs, and explains why self-sovereign identity, tokenized real-world assets, and human-first connection will dictate the next generation of the internet.Support us through our Sponsors! ☕ Want to make content like ours? Sign up with Castmagic to make your creative process easy: https://bit.ly/CastmagicReferral Work smarter, grow faster. Automate your SEO, get AI insights, and manage all your clients in one place with Helm. Start today 50% off your first month at helmseo.com

What is the very first thing you should do when launching a new wholesaling business? According to Bob Lachance, a real estate veteran with over 2,000 closed deals since 2004, the answer is not buying a CRM or pulling a massive list. In this powerhouse episode, Bob reveals why finding your five best cash buyers should always be step number one. He opens up about the brutal reality of closing deals in an attorney state (where lawyers can literally kill your assignment fees) and why transitioning to the wholetail model is currently dominating his local market. You will learn the specific direct mail strategies Bob uses to bypass Zillow-obsessed sellers, when you actually need to hire a Virtual Assistant, and the 5-step framework you must follow to quit your 9-to-5 without bankrupting your family. Do not let your emotions become your biggest business expense. Be a part of the TTP training program now.---------Show notes:(0:00) Beginning of today's episode(1:41) The brutal reality of wholesaling properties in an attorney state(3:41) Why your raw emotions are the single biggest expense in your real estate business(6:43) How to secure 100% funding from local hard money lenders for your deals(12:45) Direct Mail Secrets and the exact list providers and mailing frequencies Bob utilizes(15:15) Why you must use Virtual Assistants (VAs) as a spillover for your live inbound calls(22:28) Understanding the modern short sale process and when to pass them off(24:14) Why the wholetail model is absolutely crushing it in low-inventory markets(27:32) Reverse Engineer Strategy and why you must find your 5 best buyers before marketing(28:22) How Bob Lachance made $32,000 on his very first deal simply by door-knocking(30:21) Brent Daniels 5-Step Framework to quit your job and replace yourself in your business----------Resources:REVA GlobalREI PrintMail8020REIWholesaling LaunchTo speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community  are endless, what are you waiting for?