Podcasts about CRM

Work is making people sick, and quick fixes are not enough. In this episode, I'm joined by Jen Fisher, former Chief Wellbeing Officer at Deloitte, to talk about why wellbeing isn't a perk but a business imperative. We break down why burnout is often rooted in systemic issues and hopelessness, how middle managers shape our daily mental health, and why hope and an understanding of the human nervous system may be the most underrated leadership skills of all. Tune in to rethink what wellbeing means and what it takes to lead with hope right now. Check out our sponsors: Northwest Registered Agent - Protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/achieverfree Shopify - Sign up for a $1 per month trial, just go to http://shopify.com/anxiousachiever Talkiatry - Head to http://talkiaitry.com/achiever and complete the short assessment to get matched with an in network psychiatrist in just a few minutes. Working Genius - Take the working genius assessment today and get 20% off with code ACHIEVER at working http://genius.com Brevo - Meet brevo, the all in one marketing and CRM platform built to help you connect with customers, boost engagement and grow your business smarter. Go to brevo.com/achiever and use code ACHIEVER50 for 50% off.  In this Episode, You Will Learn 00:00 Why wellbeing is more than mental health benefits. 06:00 How burnout led Jen to pioneer the Chief Wellbeing Officer role. 13:00 What does “wellbeing at work” mean? 19:30 The ROI of fixing workplace culture. 23:00 Why does AI make us so anxious?  26:00 Why wellbeing must be part of organizational strategy. 30:00 How constant disruption dysregulates employees. 33:15 What is the definition of a successful leader? 37:15 What workplace data misses about human outcomes. 40:30 The #1 thing employees want from leaders. 46:00 Why middle management is the make-or-break layer. 51:00 Incentives drive culture more than values. 58:15 How to build a wellbeing role inside your organization. Resources + Links Get your copy of Jen's book - Hope Is The Strategy Read Jen's article: “The Wellbeing Imperative: What I Learned Pioneering the Chief Wellbeing Officer Role” Get a copy of my book - The Anxious Achiever Watch the podcast on YouTube  Find more resources on our website morraam.com Follow Follow me: on LinkedIn @morraaronsmele + Instagram @morraam Follow Jen: on LinkedIn @jenfisher + Instagram @jenfish23

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

It doesn't matter who you think you are if people aren't experiencing you that way. In this episode, Chris and I sit down with our 3 VIP Mastermind Guests. Julie Cyvonne, an entrepreneur, microdosing expert, and facilitator, talks about how you're actually perceived, feedback, discernment, and why high performers sometimes only use a fraction of their true potential. Then, Riley & Kaylie Miller of The Property Wives redefine shares about advocating for marginalized communities in real estate. We talk about radical empathy, viral growth, real estate strategy, and what actually happens when you refuse to shrink. Tune in to upgrade your operating system and lead with conviction. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS 00:00 How people see you is your responsibility. 04:30 How to separate your worth from your business data. 07:30 The “rule of 3” Julie uses to decide which feedback to integrate. 11:30 How does a high performer go from good to truly great? 14:30 Why in-person retreats accelerate transformation faster than online coaching. 17:15 Are you avoiding the one thing that could set you free? 26:00 Meet Riley & Kaylie Miller of The Property Wives. 30:00 Creating the largest platform for safe relocation for the queer and trans community. 31:30 The barriers marginalized communities face in homeownership. 36:00 How to buy a home with only $1,000 out of pocket in Colorado. 38:00 How did you gain hundreds of followers on TikTok in a single day? 47:15 The 1-minute exercise that will instantly build empathy and leadership. RESOURCES Connect with Julie Cyvonne on Instagram: DM “JOURNEY” to take her FREE microdosing quiz Learn more about Julie's upcoming retreats and programs HERE Learn more about the Safe Haven Homes Initiative HERE Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci Follow Julie: @juliecyvonne Follow Riley & Kaylie Miller: @thepropertywives

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

La Clínica Médica Reina Fabiola, una de las entidades médicas líderes del interior de la República Argentina.Una Organización con más de 1200 Profesionales y funcionarios de la Salud que atiende diariamente a miles de personas. Fue varias veces galardonada por los premios de Fidelitytools de Inteligencia Comercial. En esta oportunidad y gracias al espíritu innovador del Equipo de Comunicación, recibieron el Premio FidelIA a la Atención Médica 2025.A continuación podemos escuchar el testimonio de Carolina Galán líder del Equipo de Comunicaciones de dicha institución.Premios FidelIAfidelia.latFidelitytoolsBigData, Ecommerce, CRM, Inteligencia Artificialfidelitytools.com - @fidelitytools #PremiosFidelIA #inteligenciaartificial #comunicación #tecnologiaaplicada

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

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

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

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

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

In today's episode of iGaming Daily SBC Media Manager Fernando Noodt is joined by SBC News Editor Ted Orme-Claye and iGaming Expert Business Journalist Christian Lee as the trio discuss Andrew Rhodes' decision to step down as Chief Executive of the UK Gambling Commission, reflecting on his “tough sheriff” tenure, the regulatory transformation under his watch, and what his departure means for the future direction of UK gambling governance.Tune in to today's episode to find out:Why Rhodes has chosen to leave now and whether the timing signals stability or unfinished businessHow the industry has reacted to his resignation, from praise for firm enforcement to criticism of regulatory overreachWhat fundamentally changed at the UKGC during his leadership, including enforcement strategy and political visibilityWhether his exit could slow key reforms such as the Single Customer View and land-based modernisationWhat kind of leadership the Commission needs next, continued hardline enforcement or a recalibration towards market stability and dialogueHost: Fernando NoodtGuests: Ted Orme-Claye & Christian LeeProducer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.To see how this approach comes to life, Optimove Connect returns to London on March 11 and 12, 2026. It is the only user conference where marketers from around the world share real-world results of Positionless Marketing driving efficiency and ROI. Register at connect.optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

What if the only thing standing between you and your next level isn't strategy, but your fear of being misunderstood? In this episode, I share the lesson from my monthly Audacity Call about what it actually takes to go big. I talk about why your addiction to approval is killing your dreams, how to emotionally survive judgment, and ways to build a “safety net” before you take a big public risk. Tune in to learn how to expand your embarrassment tolerance, increase your risk capacity, and start practicing audacity in ways that compound into massive results. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS Why your addiction to approval is more dangerous than rejection. The safety net strategy that helps you recover faster when things go wrong. Why money grows at the speed of your nervous system. Audacity is a skillset, not a personality type. Being misunderstood is a prerequisite for doing anything meaningful. How to increase your “embarrassment tolerance” in life. RESOURCES Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci

You're not trying to control people. You're trying to help. But what if your “help” is quietly draining your team's confidence, creativity, and trust? In this episode, I sit down with Professor Julia Milner of EDHEC Business School to talk about the psychology of micromanagement, especially the kind that comes from anxiety, care, and good intentions. We dive into the difference between constructive feedback and control disguised as questions, the “advice trap” that keeps leaders stuck, and why micromanaging often feels safer in the moment but costs you long-term trust, dialogue, and time. Tune in to learn how to replace fixing with serving, advice with curiosity, and control with empowerment. Check out our sponsors: Northwest Registered Agent - Protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/achieverfree Shopify - Sign up for a $1 per month trial, just go to http://shopify.com/anxiousachiever Talkiatry - Head to http://talkiaitry.com/achiever and complete the short assessment to get matched with an in network psychiatrist in just a few minutes. Working Genius - Take the working genius assessment today and get 20% off with code ACHIEVER at working http://genius.com Brevo - Meet brevo, the all in one marketing and CRM platform built to help you connect with customers, boost engagement and grow your business smarter. Go to brevo.com/achiever and use code ACHIEVER50 for 50% off.  In this Episode, You Will Learn 00:00 Why micromanagers often act from anxiety. 04:15 How to spot motivational micromanagement. 06:30 Why do you hate being micromanaged? 12:00 How micromanagement increases anxiety on both sides. 14:15 The subtle way “questions” can shut down dialogue. 18:00 How to give upward feedback without triggering defensiveness. 20:45 What it means to adopt a coaching mindset. 22:00 Phrases you can use to reset a micromanaging dynamic. 28:45 What's the difference between feedback and feed forward? 30:30 How do you treat yourself with grace? 33:00 What the best empowering leaders all have in common. Resources + Links Get a copy of my book - The Anxious Achiever Watch the podcast on YouTube  Find more resources on our website morraam.com Follow Follow me: on LinkedIn @morraaronsmele + Instagram @morraam Follow Prof. Julia on LinkedIn @drjuliamilner

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

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

In this episode of Run the Numbers, CJ Gustafson talks with Rivian CFO Claire McDonough about financing one of the most capital-intensive businesses in the world. They cover long-term investment decisions, capacity planning, cash management as production scales, lessons from Rivian's nearly $14B IPO, the risks of over- and under-building, and why federal EV tax credits matter more than most people think.—SPONSORS:Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cj—LINKS: Claire on LinkedIn: https://www.linkedin.com/in/claire-rauh-mcdonough-5291b946/Rivian: https://rivian.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Why Revenue Recognition Is the Next AI Battleground | Dan Miller of RightRevhttps://youtu.be/TxhTtwmOass—TIMESTAMPS:00:00:00 Craziest Expense Story at Rivian00:01:22 Intro to Claire McDonough00:03:09 Capital Intensity and Vertical Integration at Rivian00:06:44 Raising $14B: How Rivian Planned Its IPO Capital00:10:22 Capacity Planning and Scaling R2 Production00:12:13 Sponsors — Tabs, Abacum, Brex00:15:34 Sweating Existing Capacity vs Overbuilding00:18:22 Winning EV Adoption from ICE Buyers00:22:27 How Federal EV Tax Credits Shape EV Pricing00:26:03 Sponsors — Metronome, RightRev, Rillet00:29:27 R2 as a Driver of Long-Term Profitability00:33:14 Supply Chain as the Critical Path to Launch00:36:53 Product Roadmap as the Anchor for Capital and Headcount00:39:40 Peloton and Flipkart Lessons from Banking00:43:42 Biggest Career Mistake00:44:50 Advice to Younger Self00:47:19 Rivian's Finance Software Stack

In this episode of Head, Heart, and Boots, Brandon and I sit down with Andrew Dobson, owner of ServPro Team Dobson, one of the largest ServPro operators in the country with nineteen licenses across multiple markets. Andrew shares the full origin story of how he grew up in a family cleaning business, left a creative path that once pointed toward Pixar, and slowly built a restoration operation grounded in process, precision, and relentless attention to detail. We dig into Andrew's partnership with his father, what it takes to successfully merge family businesses, and how clearly defined roles, operating agreements, and trust allowed them to scale without breaking the relationship. Andrew unpacks his obsession with design and user experience, explaining how lessons from web design, baseball, and usability testing shaped everything from warehouse layout to truck setups to customer-facing processes. The conversation goes deep into leadership development, soft skills, and why technical excellence alone is not enough to win in restoration. Andrew shares hard-earned lessons about first impressions, customer perception, sales and operations alignment, and the mistake he made trying to hire leaders without enough industry depth. We also explore his newest venture, Certified Restoration Training, and his mission to raise the standard of professionalism across the industry through technical training and soft skills education. This episode is packed with practical insight for owners trying to scale, leaders developing teams, and anyone who believes that inches add up to miles when it comes to building a great company. Hope you enjoy. Chris Why You Should Listen [00:04:17] How Andrew went from a family cleaning business and a near-career in animation to building one of the largest ServPro teams in the country [00:10:19] What it really takes to successfully partner with family, including operating agreements, role clarity, and navigating shared risk [00:17:54] How an obsession with process, usability, and design transformed warehouses, trucks, and field execution into a competitive advantage [00:26:21] A powerful lesson on first impressions, soft skills, and why customer perception matters more than effort or intent [00:48:17] Why hiring professional managers without deep industry understanding became a leadership mistake, and what Andrew learned about developing true operators and leaders Did you know... Only 30% of businesses listed for sale actually find a buyer? Even more striking, just 10% of those sell for the price their owners anticipated or higher, meaning only 3% of all business owners achieve their desired sale price. By focusing on understanding and enhancing your enterprise value, you can significantly boost your chances of joining that successful 3%. Business Health & Value Assessment Start Assessment Know Your Enterprise Value. See Your Potential Gaps. Complete this assessment in less than 15 minutes and receive a free assessment for your business that includes: A Lite Valuation Of Your Business Your Value Multiplier Per Your Industry Health Assessment Per Our PYB Methodology Business Value & Growth Roadmap Tailored For You Value Acceleration Strategies Spotlight on Floodlight: Your Secret Weapon for Sales & Scaling This isn't a paid plug. It's real talk from the front lines. If you've ever thought, “How do I get a VP-level sales leader or even a sales team without hiring full-time?” Floodlight has the answer. Fractional Sales Leadership They act as your outsourced VP of Sales, taking full responsibility for training, managing, and growing your sales team. No six-figure hire needed. Clients often close 20 to 50 percent more deals within six months, thanks to data-driven coaching, CRM setup, scripts, and performance reviews.More at floodlightgrp.com/sales Commercial Sales MasterCourse A self-paced, video-driven B2B sales course designed specifically for restoration teams. Perfect for building commercial revenue and getting free from TPA handcuffs. Covers mindset, prospecting, pipeline building, LinkedIn lead generation, and includes a $250 discount with code SALESBOOST.Details at floodlightgrp.com/courses Tailored Consulting & Coaching Floodlight's Propel Your Business methodology offers a full-circle roadmap: financials, sales, marketing, leadership, recruiting, productivity. All built for contractors. These aren't “life coaches.” They're former restoration owners who've lived the chaos and know how to scale out of it.Explore more at floodlightgrp.com Live Training, Tools & Strategic Partnerships Floodlight also delivers live onsite and virtual training, keynote speaking, and leadership tracks covering operations, project management, and strategic growth. Bonus: They've vetted tools like Xcelerate, Liftify, and Sureti. Floodlight clients get access to exclusive discounts on tech that actually moves the needle.See all partnerships at floodlightgrp.com/partners Why it matters for you as a listener You don't need to figure this stuff out alone. If you're serious about sales growth, operational clarity, exit readiness, or leadership development, Floodlight is already helping folks like you scale smarter. And you get it from industry insiders. People who've sat in your chair, survived the fires, and built systems that actually work.

Andy Fisher spent 25 years leading operations at a Fortune 500 company before launching Path Setter Financial, a fee-only RIA built on clarity, transparency, and calm.In this episode, we talk about his transition from corporate leadership to advisory firm owner—and what engineering discipline taught him about building better financial planning processes.We discuss how fee structures influence outcomes, why fiduciary advice truly changes the conversation, and how Andy structures discovery to help couples align spending with values. His philosophy is simple: the math is straightforward, but behavior drives results.We also get into real advisor topics—navigating stock comp, pensions, and early retirement windows; launching an RIA; early operational mistakes; implementing a CRM; outsourcing strategically; and the role peer groups play in momentum and accountability.If you're building or refining your firm, this conversation offers practical insight into process design, client communication, and helping families move from analysis to action.If you found it valuable, follow the show, share it with another advisor, and leave a quick review.Andy's Social:https://www.linkedin.com/in/andy-fisher-16522410/Music from this episode was obtained through Bensound.

On this episode of CIO Classified, host Yousuf Khan sits down with Ravi Thadani, Global Head of IT at Enphase Energy, a company powering over 5 million homes across 160 countries with clean, solar-driven energy. With 85 million microinverters producing 30 gigawatts of power, Ravi's team is at the epicenter of a massive, real-time data operation—and every IT decision directly impacts the customer experience.About Ravi: Ravi Thadani is a seasoned IT executive with extensive experience leading large-scale digital transformations across Fortune 500 companies. He has driven strategic initiatives across ERP, CRM, PLM, HCM, SCM, analytics, AI/ML, network architecture, cloud infrastructure, and M&A integration. With oversight of multi-$10M budgets and teams of over 300, Ravi has supported business units ranging from $2B to $70B in revenue.Known for his strategic vision and execution, Ravi is recognized for fostering cross-functional alignment, driving agile transformation, and cultivating high-performing teams. His leadership approach is grounded in strong business partnerships, stakeholder governance, innovation, and a relentless focus on outcomes.Timestamps:01:50 – Enphase Energy's Global Operations03:40 – Ravi's Role and Responsibilities06:00 – Managing Customer Data and CRM16:45 – Driving Change as a CIO19:50 – The Role of Data in AI20:55 – The Importance of Data Cleaning21:20 – Effective Data Governance Strategies23:45 – Architecting for Scalability27:30 – Challenges in Hardware and Software IntegrationGuest Highlights:"AI isn't replacing you—people using AI are. The adoption curve is about enabling people to do more, not just reducing headcount.""The biggest failure point in IT projects? Treating them like IT projects. Every transformation has to be owned by the business.""Your architecture should always assume 10x growth. Even if you're not scaling today, you need a conscious plan for when you do."Get Connected:Yousuf Kahn on LinkedInRavi Thadani on LinkedInHungry for more tech talk? Check out latest episodes at ciopod.com: Ep 65 - Accelerating Software Development at Enterprise ScaleEp 64 - How Autonomous AI is Solving the Enterprise Modernization ChallengeEp 63 - How AI is Expanding the CIO RoleLearn more about Caspian Studios: caspianstudios.comOur Sponsor: Want to accelerate software development by 500%? Meet Blitzy, the only autonomous code generation platform with infinite code context, purpose-built for large, complex enterprise-scale codebases.While other AI coding tools provide snippets of code and struggle with context, Blitzy ingests millions of lines of code and orchestrates thousands of agents that reason for hours to map every line-level dependency.With a complete contextual understanding of your codebase, Blitzy is ready to be deployed at the beginning of every sprint. Blitzy handles the heavy lifting, delivering over 80% of the work autonomously. The platform plans, builds, and validates premium-quality code at the speed of compute, turning months of engineering into a matter of days.It's the secret weapon for Fortune 500 companies globally. To hear how engineering leaders are transforming the way they deliver software, visit blitzy.com. Schedule a meeting with their consultants to enable an AI-Native SDLC in your organization today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In a podcast recorded at ITEXPO / MSP EXPO, Doug Green, Publisher of Technology Reseller News, spoke with Mike Wehrs, CTO of TieTechnology, about the upcoming launch of Genie 1.1 and the company's broader mission to reposition voice as a fully integrated component of modern IT infrastructure. TieTechnology focuses on making voice a “first-tier partner” within business systems rather than a disconnected afterthought. Genie, the company's SMB product family, provides a backend softphone capability for PCs along with applications that connect voice into tools such as Slack, CRMs, and EMRs. With Genie 1.1, the company is deepening its ability to capture, transcribe, summarize, and structure voice interactions so that the most valuable customer data—what was actually said—flows directly into business systems. “AI is not magic,” Wehrs noted. “If you don't have good data going into the system, you're not going to get the results out of it that you want.” He emphasized that many organizations layer AI on top of incomplete infrastructure, resulting in underperformance. Genie addresses that gap by cleaning audio streams, identifying speakers, summarizing conversations, and delivering structured data—often in JSON format—into CRM environments. The result, according to Wehrs, can represent as much as a 40 percent increase in high-quality CRM data, driving better customer support, marketing automation, and operational insight. For MSPs, the opportunity is twofold. First, Genie simplifies voice integration through straightforward APIs, eliminating the need to understand complex SIP stacks or telecom architecture. Second, it opens new revenue potential by allowing MSPs to modernize dated phone systems and embed voice-driven intelligence directly into client workflows. As Wehrs framed it, voice should become as native to the PC environment as networking did in the Windows 95 era—fully integrated, flexible, and foundational to digital operations. Visit https://tietechnology.com/

Last few Wed Pros Live tickets!Show notes:This week I spoke to Anshika Arora, a wedding industry expert and founder of a CRM platform, about why wedding professionals need to rethink how they show up for Gen Z couples, who now make up over 50% of the wedding market. We talked about how technology is transforming the wedding planning experience, from the need for more interactive and authentic communication on websites and social media to being upfront about pricing.Anshika's InstagramAnshika's LinkedInTime Stamps:02:00 - Transitioning into the Wedding Business Landscape03:26 - Understanding Gen Z in the Wedding Industry25:00 - Launching a New Conference: Becca's Journey39:54 - The Power of Networking in Business42:54 - Exploring Networking and Technology in WeddingsMentioned in this episode:DIY Advertising Kits from the I Do SocietyDo you want to start utilising paid ads, but unsure where to start? These DIY advertising kits form the I Do Society are here to help. Learn how to create Google Ads, Meta Ads or TikTok Ads for your wedding business or venue, with these easy to follow guides now. Use code BECCA for a discountDIY Advertising kits

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

Welcome back to You Had to Be There! This week, I'm excited to welcome Alec Ellin, Co-Founder and CEO of Laylo.Laylo is a CRM, or Customer Relationship Management drop platform, used by leading artists, promoters, and event teams, including Ariana Grande, John Summit, Sombr, and many more. Since 2021, Laylo has driven over $1 billion in sales across tickets, merch, and content, and launched ticketing partnerships, with more than 200,000 drops last year alone.We talked about how Laylo got its start, where the company stands today, and the path ahead as it helps artists and live events grow their audiences and build momentum around every drop.You can find Laylo in the episode show notes, along with a playlist Alec curated for this episode. And next time your favorite artist texts you about their tour, it might just be coming from Laylo. Thanks so much for listening; I'll catch you next time.Laylo Laylo on LinkedinAlec's PlaylistEpisode outro: Nervous Tics by Maribou State

Episode SummaryIn this bonus episode, helicopter pilot Adele returns to share deeper reflections on kindness, fear, emotional intelligence, and crisis management in aviation and life. She talks about why her ideal billboard would simply say “Be kind to each other,” opens up about her fear of public speaking despite a high‑risk job, and describes a pivotal in‑flight engine incident that she calls the day she “actually became a pilot.” The conversation explores expectations placed on pilots, the importance of crew resource management, and how self‑kindness and knowing your own reactions under pressure can transform both work and life.Key TakeawaysKindness matters more than we thinkAdele's billboard message would be “Be kind to each other”, highlighting how many problems come from a lack of empathy and taking time to understand others.Kindness isn't just outward-facing—being kind to yourself is crucial for growth and confidence.Public speaking can be scarier than extreme physical riskDespite being a helicopter pilot, Adele finds public speaking and situations where she might embarrass herself more terrifying than skydiving.Confidence in speaking is a muscle that needs practice, even for people who seem naturally comfortable on stage or on mic.Travel, beauty, and environmental realityAdele loves Indonesia for its culture, people, and nature, calling it a turning point in her life.She also notes the shocking plastic pollution, with “confetti beaches” where sand is largely plastic.Canada still pulls at her heart, especially the mountains—but brutal winters make her unsure about moving back full-time.Helicopter flying: range, routes, and fearsMost helicopters can fly 2–2.5 hours on one tank, continuing as long as there are fuel stops.Ocean crossings are possible via staged routes (e.g., via Iceland), but Adele is not a fan of flying over open water.Wildfire flying as a future goalAdele is interested in moving into wildfire fighting operations, including vertical reference and longline work, to help communities affected by fires.Misconceptions and expectations of pilotsPeople often don't expect Adele to be the pilot, and treat her differently once they find out what she does.There's a strong image of what a pilot “should” look and act like, which she doesn't fit, and she's always balancing authenticity with professional expectations.Emotional intelligence and crew dynamics save livesAdele explains crew resource management (CRM) and why “soft skills” like communication, feedback, and trust are actually critical safety skills.She discusses the danger of authority gradients where co‑pilots are too afraid to challenge captains, sometimes with fatal consequences.Good crews balance clear leadership with genuine openness, so everyone feels able to speak up.The day she “actually became a pilot”Adele shares a detailed story of an engine malfunction in a Sikorsky 76, flying single-pilot from remote fishing lodges.She had to manage power, monitor for fire, navigate terrain, communicate with ATC, and land safely on one engine, all while alone and out of radio range for part of the flight.That incident proved to her she could rely on her training under pressure and shaped her identity as a pilot.How helicopters land if the engine failsAdele breaks down autorotation: using rotor inertia and airflow so the helicopter can still be controlled and landed without power.With training, pilots can pick a spot, flare, and land with control, rather than “falling like a rock.”Crisis responses and self-awarenessBoth discuss how people react in crises—fight, flight, or freeze—and the importance of knowing your own default.Michelle reflects that she's often very effective in real crises, even if she feels chaotic day to day.Self-kindness as a dareFor her personal “dare,” Adele commits to being kinder to herself, acknowledging she is her own worst critic.With constant negativity in the world, she wants to focus on positive actions and impact. Hosted on Acast. See acast.com/privacy for more information.

The internet has never been louder with more content, more AI, and more highlight reels, yet people have never felt more disconnected. In this episode, I sit down with Becca Luna to talk about why depth is becoming the new currency and why your story, your truth, and your transformation are the leverage in business today. Becca shares the mindset that helped her build a freedom-based web design business that now supports thousands of women worldwide. We also dive into the exact content formula that converts strangers into buyers, how to share your story without burning bridges, and why you can't scale if you're stuck. Tune in to build a business rooted in depth, truth, and freedom. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS 00:00 What makes a freedom lifestyle so important to you? 04:15 The question to ask yourself every morning to design your life intentionally. 06:30 Growing up on a hippie commune and rejecting societal rules. 11:30 Why shame is the killer of dreams. 15:45 The filter Becca uses to decide what to share publicly. 18:15 How to build resilience to negative comments. 22:30 What kept you moving when you didn't know what you wanted? 31:00 Why clarity about who you want to be matters more than what you do. 36:30 Why flashy content isn't landing the same anymore. 40:00 The transformation storytelling formula that consistently converts. 43:15 How do you bring everything back to one core desire? 45:45 Why long-form content might be the future of personal brands. 47:00 The daily student wins that fuel Becca's mission. 51:45 The “30-day rule” for staying out of the wrong seat. 55:00 Advice to anyone who feels like life should feel better than this. RESOURCES Learn more about Becca's programs HERE! Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Becca: @iambeccaluna

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Send a textIn this episode of The Advanced Selling Podcast, Bryan Neale welcomes Steve Benson, founder of Badger Maps, for a conversation on why outside sales teams are often overlooked by modern sales technology — and what happens when tools are finally built with field sellers in mind.Bryan and Steve dig into the realities of territory design and route planning, calling out how many sales leaders still rely on gut feel and educated guesses when structuring territories. Steve explains how Badger Maps and Badger Align help sales teams visualize customers geographically, balance territories using real data, and create more efficient routes that lead to more meetings and measurable sales lift. They also explore why mobile-friendly CRM tools matter so much for outside sellers, and how removing friction from data entry in the field directly impacts performance.The conversation expands into Badger Maps' broader platform, including lead routing, geographic insights, and performance tracking, before Steve shares the origin story behind the product — a firsthand realization that sales data is far more powerful when you can see it on a map._______Curious about certification in the Blind Zebra Sales Operating System? Learn more here.

SaaStr 841: Going From Blobs to Billions. Clay's Co-Founder Breaks Down Inbound, Outbound, and AI-Powered Sales. Clay's Co-Founder Varun Anand takes the stage at SaaStr to break down how the company went from paying for claymation blobs before generating any revenue to powering growth workflows for companies like Cursor, Anthropic, and Figma. He explains why brand has always been core to Clay's identity, how their CFO roast videos and creative campaigns are actually capturing mindshare in a world where B2B marketing is painfully boring, and why he pushes back on the "use AI for everything" mentality that's taken over the industry. Varun does a full live demo building an inbound qualification workflow from scratch using real audience volunteers, walking through everything from lead enrichment and waterfall data sourcing to AI-powered scoring, personalized meme generation, research brief creation, and CRM updates. He also brings audience members on stage to do live growth hacking for their actual business problems. Beyond the product, this session goes deep on hiring. Varun shares the origin story of the GTM Engineer role, how it went from an internal job title for Clay's non-traditional sales team to the most in-demand position in B2B SaaS, and what he actually looks for when evaluating candidates (hint: it's creativity, not a traditional sales background). He talks about Clay's take-home process, work trials, why they hire generalists who commit to specific roles, and the surprising backgrounds of some of their best hires. Whether you're building out your go-to-market motion, thinking about how to use AI without losing what makes your brand unique, or just trying to figure out what a GTM Engineer actually does, this session covers it all. --------------------- This episode is Sponsored in part by HappyFox: Imagine having AI agents for every support task — one that triages tickets, another that catches duplicates, one that spots churn risks. That'd be pretty amazing, right? HappyFox just made it real with Autopilot. These pre-built AI agents deploy in about 60 seconds and run for as low as 2 cents per successful action. All of it sits inside the HappyFox omnichannel, AI-first support stack — Chatbot, Copilot, and Autopilot working as one. Check them out at happyfox.com/saastr   ---------------------   Hey everybody, the biggest B2B + AI event of the year will be back - SaaStr AI in the SF Bay Area, aka the SaaStr Annual, will be back in May 2026.    With 68% VP-level and above, 36% CEOs and founders and a growing 25% AI-first professional, this is the very best of the best S-tier attendees and decision makers that come to SaaStr each year.     But here's the reality, folks: the longer you wait, the higher ticket prices can get. Early bird tickets are available now, but once they're gone, you'll pay hundreds more so don't wait.    Lock in your spot today by going to podcast.saastrannual.com to get my exclusive discount SaaStr AI SF 2026. We'll see you there.

Why do some recruiters win retained work in a single meeting while others pitch for weeks and still lose to contingent competitors? My guest, James O'Brien, knows exactly why. And it has nothing to do with fee structure. James is the Managing Director and COO at i-intro. He's been in recruitment since the late 1980s and has spent the last decade helping recruitment firms move from transactional, contingent work into retained and exclusive assignments. His clients consistently outperform the market, with 96% one-year retention and 93% of placements still in role after two years. In this episode, James delivers a practical masterclass on consultative selling. He explains why most recruiters lose retained work before they even walk into the meeting, how to reframe hiring conversations around risk and retention, and what it really means to position yourself as a management consultant who specializes in talent acquisition. This conversation is for recruiters who are tired of pitching, discounting, and competing with five other agencies for the same role. You'll hear the exact questions James uses to expose hidden hiring failure, why “wow” should be the standard for every client meeting, and how preparation, not persuasion, is what wins retained work consistently. In this episode, you'll learn: Why recruitment isn't the real problem and retention is The three questions that reframe hiring failure for clients How to measure retention and use it to justify higher fees Why most recruiters lose retained work in the preparation, not the pitch How to show value instead of just describing your process What accountability really looks like beyond the placement Why retained fees feel fair when clients understand the true cost of hiring failure Episode Highlights: [03:56] Why transactional recruitment is dying [10:13] Recruitment's not the problem. Retention is [13:34] How to measure retention and monetize better outcomes [18:00] The three questions that reveal a 20–30% hiring failure rate [32:23] Why “wow” should be your minimum standard in client meetings [36:35] The preparation process that wins retained work [45:00] Why proposals still matter and when to send them [59:03] Accountability beyond the placement and why 12-month guarantees work Sponsor This episode is brought to you by Recruiterflow — an end-to-end, AI-first recruitment platform designed to help recruiters run and scale their business more effectively. Recruiterflow combines ATS, CRM, sequencing, data enrichment, marketing automation, and AI agents in one streamlined system. Many top recruiting leaders and members of our coaching community rely on Recruiterflow to stay organised, consistent, and competitive. You can learn more or request a demo at https://recruitmentcoach.com/recruiterflow. Guest Bio James O'Brien is the Managing Director and COO at i-intro. Since the late 1980s, he has worked across every part of the recruitment industry and now helps recruitment firms transition from contingent to retained and exclusive search. His work focuses on retention, accountability, and elevating recruiters from job fillers to trusted talent advisors. Connect with James: LinkedIn: James O'Brien Website: i-intro Connect with Mark Whitby Get your free 30-minute strategy session: recruitmentcoach.com/strategy-session

Julie Deem shares strategies for you to start owning your voice and vision.Key Takeaways: Trailblazers rarely have footsteps to follow.Owning your voice doesn't have to mean a grand stage or a viral post.When we wait for permission, we delay our purpose. 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

There are parts of being human that were designed to keep you alive, but they're not designed to help you scale a business. In this episode, Chris and I talk about the 4 human conditions that sabotage even the most ambitious founders and how to reframe each one so it works for you instead of against you. We break down why chasing happiness will frustrate you, why readiness is a myth, how control quietly creates your ceiling, and why comparison distorts reality. These patterns feel normal. They feel justified. But if you don't consciously challenge them, they will cap your growth. Get ready to grow into someone stronger than your programming. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS Why entrepreneurship doesn't feel “happy” most days. The reframe from “I'll be happy when…” to “I'm happy because…” What to do when you never feel ready. How the illusion of control creates your income ceiling. How to stop over-romanticizing everyone else's life. RESOURCES Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci

Today I'm joined by Jake Cronin, CEO of Siro. We break down the massive “dark matter” problem in dealership sales, why most of the sales process has been invisible until now, and how AI is finally capturing what actually happens in the showroom and F&I office. Jake explains how dealers are using real conversation data to coach faster, enforce process, and connect marketing spend directly to in-store outcomes. We also dig into adoption, consent, and why this tech is about collaboration—not surveillance. This episode is brought to you by: 1. Lotlinx - What if ChatGPT actually spoke dealer? Meet LotGPT — the first AI chatbot built just for car dealers. Fluent in your market, your dealership, and your inventory, LotGPT delivers instant insights to help you merchandise smarter, move inventory faster, and maximize profit. It pulls from your live inventory, CRM, and Google Analytics to give VIN-specific recommendations, helping dealers price vehicles accurately, spot wasted spend, and uncover the hottest opportunities — all in seconds. LotGPT is free for dealers, but invite-only. Join the waitlist now @ https://lotlinx.com/LotGPT/ 2. CDK Global - Dealers—big news. CDK just leveled up their CRM in a massive way. We're talking next-gen AI baked right into your daily workflow: Automatically following up with internet leads, surfacing buyer insights, and giving you instant AI-generated summaries of every customer interaction—no more digging through notes. And CRM Video is here. Record, send, and track personalized videos to customers—all inside the CRM. Check out the AI enhanced CDK CRM @ here! 3. Siro - Siro captures and analyzes every face-to-face conversation in Service, Sales, and F&I, giving auto dealers real-time visibility like never before. Stop guessing what's happening in the service drive, the box, or on the floor. Accelerate auto sales with Siro's AI powered coaching, learn more here. Check out Car Dealership Guy's stuff: For dealers: CDG Circles ➤ ⁠⁠⁠⁠⁠https://cdgcircles.com/⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dealership recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgrecruiting.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Fix your dealership's social media ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.trynomad.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For industry vendors: Advertise with Car Dealership Guy ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics: 01:31 How is data collected and used? 04:14 How are worker goals matched? 09:23 What laws must a business follow? 17:16 How can smart glasses help in a dealership? 19:14 How can computer screens be made simpler? 21:12 How will AI change finance management? 25:29 What is the future of the company? Car Dealership Guy Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The Ultimate Marketing Safety Net: Why You Don't Own Your AudienceIn the fast-paced world of 2026, many entrepreneurs are making a fatal mistake: they are building their entire business on "rented land". Whether you are a note investor, a realtor, or a fix-and-flipper, the reality is that we are all in the marketing business first. If your primary way of reaching clients is through a free platform like Facebook or LinkedIn, you are one algorithm change or account deletion away from having your business vanish overnight.I've seen it happen to the best of us. From podcasting experts losing 20-year-old accounts to major email services flagging databases, the message is urgent: you must own your data. Success in today's market isn't just about finding deals; it's about "carpet bombing" your message across multiple channels while funneling every lead into a database you actually control.5 Keys to Dominating Your Marketing in 2026Own the "Gold" (Name, Email, and Phone): Social media followers are great for presence, but the only true assets you own are your contacts' names, email addresses, and cell phone numbers. These three pieces of information are the most valuable resources in your business, allowing you to bypass platform gatekeepers and connect directly with your audience.The Power of the Weekly Drip: Consistency is the antidote to being forgotten. You should be sending at least one email per week to your database to stay top-of-mind. Frequent communication leads to lower opt-out rates because you are building a relationship rather than just asking for money when you have a deal.Leverage AI for Content Multiplicity: You don't need to spend hours writing from scratch. Use AI to take a single long-form video or podcast transcript and "chop" it into 30 short-form videos, blogs, and newsletters. This "multi-touch" approach ensures you are seen on every platform—from LinkedIn newsletters to YouTube—without doubling your workload.Implement "Mother Ship" Landing Pages: Every piece of content should lead back to your "mothership"—your website. Use simple one-page landing pages with "opt-ins" like free classes or case studies to capture lead information. Even if they don't buy immediately, you've captured the data necessary for future marketing.The "Jab, Jab, Jab, Right Hook" Philosophy: Most investors fail at raising capital because they only reach out when they are desperate for a deal. Instead, provide value through "edutainment"—sharing case studies, industry articles, and networking updates. By giving 75% of the time, your "ask" for funding will feel like a natural opportunity for your investors rather than a cold pitch.Conclusion: Take Action Before the "Fade"Don't let your business fade away like a character in a movie. If you aren't growing your database, you aren't growing your income. Start by exporting your contacts from LinkedIn or your calendar service and moving them into a dedicated CRM. Remember, email still provides the highest ROI in marketing—returning roughly $44 for every $1 spent. Stop being a "secret agent" and start sharing your journey consistently.Watch the Original Video of this Episode HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

I love conversations that remind you who you are before the world told you who to be. In this episode, I sit down with Cynthia Garcia, Founder of Rewritten Beauty, to talk about what it's really like to start over in your 40s, the ego deaths that come with reinvention, and the fear that shows up when you leave what you're known for to answer a deeper calling. Cynthia shares the emotional reality of launching a physical product brand, the pressure of having more to lose later in life, and why an “easy” life can quietly drain your sense of purpose. Tune in to know the difference between a personal brand and a living brand, how to create a category of one, and why people buy who you've become.  Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS 00:00 How I discovered Cynthia through trusted referrals. 03:30 The eighth grade moment that rewired Cynthia's destiny. 10:00 The rage that sparked Cynthia's skincare brand at 40. 12:30 Why women are told it's “all downhill” after midlife. 18:15 The discomfort of starting over after mastery. 21:30 The reality of physical products and pivots. 27:45 Why does risk feel different in your 40s than in your 20s? 29:00 How an “easy life” creates anxiety and depression. 31:45 How trauma can build entrepreneurial resilience. 37:00 How Cynthia decided to commit despite fear. 42:00 Why ego deaths are part of becoming who you're meant to be. 49:00 Why women feel they must win on the first try. 52:00 What's the difference between personal brand vs. living brand? 56:30 Why people buy proximity to proof. 01:00:00 Why sameness makes you invisible. 01:05:30 The products that get rid of your zombie cells.   RESOURCES Listen to Cynthia's FREE audiobook “Undeniable” HERE! Shop Cynthia's skincare line Rewritten HERE! Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Cynthia: @iamcynthiagarcia

Richard McGirr records an emergency solo episode explaining why 2026 will be the year AI agents fundamentally change how real estate businesses operate. He introduces OpenClaw, an open-source AI agent framework, and explains how agents differ from chat tools by having memory, tool access, and the ability to run autonomous workflows. Richard shares real examples from his own business, including tracking legal document revisions, generating daily sales intelligence across CRM, email, and calls, and replacing repetitive VA-style reporting with automated agent summaries. He also warns extensively about the security risks of agent tools, outlining why strict permissions and safeguards are essential before deploying them in a live business environment. The episode closes with a look at how AI agents could soon assist with capital raising, webinar sourcing, and outreach, while stressing that this technology is still best suited for highly technical users — for now. Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices