Podcasts about CRM

Most clinics don't fail because they're bad at treatment—they stall because their tools don't talk. EMR here. Scheduler there. Email somewhere else. A texting app. A CRM you meant to set up “one day.” In the gaps between them? Patients and leads fall through. This week's episode gives you a simple, durable way to fix it—without another fancy platform, without months of setup, and without you doing more. What You're Getting Today The hidden trap: Platform sprawl → missed follow-ups → lost revenue The fix: A single Google Sheet + one “quarterback” to run it How to scale it: SOPs your whole team can follow Your next step: Grab the free Sheet + video walkthrough that can completely transform your follow-up process—and the impact you have with your practice. The Lead Management and Patient Follow-up Tracking Sheet and Training is the same tool I use in my own clinic. It makes it easy to track follow-ups, set timely reminders, and stay top-of-mind with the people most likely to say yes down the road—so no one, and no revenue, slip through the cracks. Grab your copy here. USEFUL INFORMATION: Check out our course: How to answer, “Do you take my insurance?”  

Today's show answers the #1 question in Facebook roofing groups. Everyone has an opinion about CRMs, but who can you trust? Join Dave Sullivan, John DeLaurier, and their guest, Scott Tebay, as they tackle the big question: “What's the best CRM for roofers?”Scott Tebay is the owner/operator of Rainstoppers Roofing, and he's been in the construction industry for almost 20 years. Scott is committed to providing 5-star service to every customer by being professional, responsive, and courteous at every step of the roofing process. Scott hosts the Small Town Roofer Podcast and lives with his wife and two young sons in Marietta, Ohio. What you'll hear in this episode:Understand the WHY of a CRM in light of your entire sales processThe best question to ask: “What problems do I have that I need to solve with a piece of software?”What is a CRM—and why do I need one?What is most important in a CRM?The key that is missing in most CRMs is the communication tool that builds the know, like, and trust factor.Scott's perspective on eliminating company phones for his employeesAccountability for every single team member through a CRMJohn's perspective on the advantages of ProLine regarding speed to lead, customized proposals, and 5-star reviewsAutomated follow-ups let the customer know that you want to work with them. Automations work!Your CRM can help track your KPIs.Scott's take on how a CRM performs a sales manager role for his companyResources:Connect with Scott Tebay: Website, Email, and the Small Town Roofer PodcastResources:Free Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

On today's Daily Windup, I sit down with the founder of Triforce, a company that has been delivering IT solutions for nearly 22 years. What started as an idea with friends turned into a solo journey fueled by excellence, integrity, and hard work. Triforce has grown into a powerhouse in software development, IT staffing, cybersecurity, and systems integration. We dive into how the company sources top-tier talent, adapts to constant changes in technology, and even develops in-house products that compete in both private and government sectors. One of the most impressive highlights is Triforce's customized software solution for the U.S. Army, creating a secure events management platform to control base access. Beyond government contracts, they're also building new innovations in AI, automation, blockchain, and mobile CRM—launching fresh products within the next couple of months. If you're a business owner looking for staying power in government contracting or a tech leader trying to anticipate the next wave of innovation, this episode is packed with lessons you won't want to miss.

In this episode, Mitch and David discuss a little AI, and then get a little heated debate going about whether or not kids should have their phones with them in school. Not ready for a full blown CRM, this is a great option. Build jobs, bids, and invoice straight from the app. TW Job Calculator APPS https://play.google.com/store/apps/details?id=com.tradewinsconsulting.jobcalculator https://apps.apple.com/us/app/trade-wins-job-calculator/id6744992264?platform=iphone Trade Wins by Trading Content https://www.facebook.com/groups/1309829410166761 If you have questions you'd like us to answer, please feel free to email them to AskMitch@MitchSmedley.com Thanks for listening and thanks for sharing! Enjoy the show! If you'd like more insight from Mitch and David, you need to check out Trade Wins. Trade Wins can help you start your business or take your newer business and get it to a very healthy level. For more information about Trade Wins, check out https://www.tradewinsconsulting.com/ FieldPulse is the Official Field Service Management Software of The Void Podcast. Their software is ideal for you and your business. For more information about how FieldPulse can benefit you, check them out here: https://www.fieldpulse.com/book-demo?utm_source=referral&utm_medium=partner&utm_campaign=TheVoid/TradeWins Need a better credit card processor? These guys are it http://empowerpayments.com/TheVoid Contact us: askmitch@mitchsmedley.com david@tradewinsconsulting.com mitch@tradewinsconsulting.com

In this episode, Stephen sits down with Ann Fellman, CMO at Bloomerang, to unpack what's actually happening in charitable giving and how nonprofits can raise more—consistently. Drawing from the latest Giving USA data and Bloomerang's vantage point across tens of thousands of organizations, Ann argues that the “decline in generosity” narrative is a myth.Generosity is shifting, not shrinking, and organizations that focus on relationships, recurring giving, and volunteer engagement are outperforming the sector.“Generosity is alive and well—and growing. When we build genuine relationships and make giving easy, nonprofits raise more.” — Ann FellmanAbout Our GuestAnn Fellman leads marketing at Bloomerang, a nonprofit giving platform that brings together donor CRM, fundraising (online, offline, events, auctions), and volunteer management in one place. Bloomerang's goal is simple: help nonprofits raise more—money, time, and community support—by making it easier to build lasting relationships.Episode SnapshotGenerosity is growing. Individual giving remains the largest slice of the pie and has increased year over year. Don't let negative headlines drive your strategy—follow the data.The “meaty middle” matters. Mid-level and first-time donors can become a predictable revenue engine with a thoughtful recurring giving strategy.Volunteers are super-supporters. Treat volunteer time as an on-ramp to deeper engagement; volunteers often become major donors and planned givers.Planned giving is changing. As the Great Wealth Transfer accelerates and more family foundations adopt spend-down policies, proactive relationship-building is essential.Make it easy to give. Donation page UX and integrated tools can materially lift conversion (Ann cited ~30% conversion lift for customers optimizing with Bloomerang's fundraising tools).Data + empathy = durable growth. Segment by life stage, align asks to donor capacity and timing (yes, market cycles influence larger gifts), and communicate impact clearly.

Ever worked with a leader who treated everything as "urgent" until nothing felt important anymore? In this conversation with Drew Lints, founder of Revflow Growth Partners, Cam and Otis explore the human side of business systems and how the right tools can actually help leaders care for their people better."At the end of the day, we want to accomplish the thing that I was so bad at early on—keeping track of everyone, making sure that they're cared for," Drew explains, revealing how his own leadership journey shaped his approach to CRM and business systems.From discussing the fine line between genuine urgency and manufactured pressure to exploring alternatives to expensive enterprise solutions like Salesforce and HubSpot, this episode offers practical insights for leaders looking to grow without losing the human connection. Drew shares how simple tools—even just an Excel spreadsheet with names and personal details—can transform how leaders engage with their teams and clients.Whether you're scaling a business, leading a team, or just trying to bring more intentionality to your work, Drew's approach to "efficiency creates clarity, and clarity unlocks growth" offers a refreshing perspective on how technology can enhance rather than replace human connection.More About Drew:I help organizations unlock growth by building smarter systems, clearer strategies, and more efficient workflows. As Founder & CEO of Revflow Growth Partners, I bring over 25 years of experience in coaching, consulting, and revenue leadership.My journey began in 1999, leading people, building teams, and driving mission-focused growth. Those years shaped my passion for aligning vision with strategy and creating systems that help people flourish.In 2023, I launched Revflow to scale that mission. Today, we design CRMs, automations, and growth systems that eliminate waste, create clarity, and drive lasting results. I also provide fractional CRO services, helping companies accelerate revenue and scale without the cost of a full-time executive.At my core, I believe efficiency creates clarity, and clarity unlocks growth.#10xyourteam #LeadershipWithHeart #HumanCenteredGrowth #BusinessSystems #TeamEngagement #IntentionalLeadership #EfficiencyUnlocksGrowth #ClarityInAction #SmartWorkflows #LeadWithPurpose #ScalingWithCareChapter Times and Titles:The Technology Struggle Is Real [00:00 - 05:00]Cam's equipment troubles and planning lessonsIntroduction to Drew Lints and RevflowSetting the stage for systems discussionFinding the Balance in Urgency [05:01 - 15:00]The challenge of determining what's truly urgent"I'm always everything is urgent" - Drew's honest admissionHow leaders can better prioritize for their teamsKeeping Track of Everyone [15:01 - 25:00]Drew's early leadership strugglesFrom simple spreadsheets to robust CRMsThe core purpose: making sure people are cared forRight-Sized Tools for Growth [25:01 - 35:00]Alternatives to expensive enterprise solutions"They cost a lot and they have a lot of stuff that as a small business you don't need"Finding the right tool for your specific situationWhen Systems Meet Ego [35:01 - 45:00]The irony of mission-focused leaders getting wrapped up in themselvesHow good systems can keep the focus on peopleBalancing process with purposeConnecting with Revflow [45:01 - End]RevflowPartners.io introductionHow to schedule time with DrewFinal thoughts on creating systems that serve peopleDrew Lintshttps://www.linkedin.com/in/drew-lints-45bb9045/https://revflowpartners.io/

Sick of gimmicky “drawn from a hat” texts and Starbucks gift-card blasts? Your audience is too. In this episode, Michael breaks down the LEADS Method: a human, no-BS reactivation system that's driven 60 - 70% reply rates, closed 17 clients from a dormant list, and added $52K in ARR in days…without sounding like a robot.What you'll learn:Why automation fatigue is killing your reactivation campaignsThe LEADS MethodThe exact “perks” message to start real conversations (copy/paste)How to segment offers so they actually match what people wantedSimple booking closes that fill your calendar (no fake urgency)___________________________________________________________________________________________

In this episode of So You Want to Be a Real Estate Agent, Meredith Fogle is joined by Tina, who continues to navigate one of the most challenging buyer markets we've seen in years with professionalism, strategy, and relentless consistency.Tina shares her latest win and opens up about what's really keeping her successful: having more intentional conversations, using her CRM effectively, and leading buyers with clarity, urgency, and confidence. If your buyers are dragging their feet—or if your pipeline is feeling sluggish—this episode is packed with tactical shifts to re-energize your process and re-engage your clients.

You're ready to go all-in on your dream, but someone close to you doesn't get it. Maybe they're questioning your choices. Maybe they're making little jokes. Or maybe they're totally silent when you share your vision. In this episode, I break down how to handle the judgment, fear, or guilt that can come from your closest circle, whether it's your partner, your family, or your friends. I share the six sneaky ways people unintentionally sabotage your growth, how to take your power back, and why their fear is not your responsibility. Get ready to stop waiting for their permission and start building the life you know is meant for you. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS Why the people who love you most are often the ones holding you back. Six ways your inner circle might be sabotaging your dream. The moment I realized I was letting someone else's fear cancel my purpose. What to do when someone close mocks your dream. The mantra that will help you hold your power during hard conversations. How to reframe judgment and show up in your calling. RESOURCES Join the 30 Day Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

When most agents think about increasing their online lead conversions, they picture tech: CRMs, ISAs, AI automations, and endless drip campaigns.  But the uncomfortable truth is, none of it has actually moved the industry's conversion rate. Despite all the shiny new tools, agents are still struggling to turn leads into clients. The real problem isn't the lead source, or the CRM or the tech you're not using. It's your mindset and activity. Too many agents label leads as “bad” because the timeline is longer than they'd like. Too many make one or two attempts, then drop the lead into automation and wait. And too many assume the next CRM or campaign will be the breakthrough.  Buyers don't want better drip emails; they just want more contacts. How can you increase lead conversion without spending more money?  In this episode of Level Up, we unpack the counterintuitive secret to online buyer lead conversion. It's not about better tech, and it's not about finding the perfect lead source.    Things You'll Learn In This Episode  “Bad leads” aren't bad, just mistimed Most leads labeled as bad are really just further out in their timeline. What happens when you stop dismissing long-term leads and start treating them as future clients? Attempts beat apps every time Conversion skyrockets when you commit to 10+ real contact attempts instead of relying on automation. How much money are you leaving on the table by stopping at two calls? Speed to lead closes deals 73% of buyers hire the first agent they speak with. How do you build a system so you're always the one answering first? Real ROI comes from activity, not tech Tech tweaks give you fractions of improvement. Human persistence gives you multiples. Why are agents chasing 0.2% bumps instead of 5x results?   About Your Host Greg Harrelson is a real estate agent, coach, trainer and owner of Century 21 The Harrelson Group. He has been in the real estate business for over 30 years and has been professionally trained by coaches like Mike, Matthew, Tom Ferry, Chet Holmes and Tony Robbins. He is in the top 1% of all Realtors nationwide. His goal is to empower his clients with the information necessary to make sound financial decisions while being sensitive to the experience one is looking for in real estate ownership. The Harrelson Group has been the leading office in the Myrtle Beach real estate market for years and they have recently added a new office in Charleston, SC.   Guest Host Abe Safa is a highly experienced real estate expert with over two decades in the industry. He is a key leader at Century 21 The Harrelson Group, where he specializes in helping clients navigate complex real estate transactions with ease. In addition to his role at Century 21, Abe is a sought-after mentor and speaker, sharing his expertise through seminars and coaching programs to help other agents succeed in the competitive real estate market.   Check out this episode on Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you! 

Send us a textRiccardo Ianucci-Dawson, CEO of £50m Annual Recurring Revenue (ARR) Alto Software Group, joined Anna Clare Harper for this episode.It's hard to get real estate deals done in 2025.With caution, fall-throughs and zombie pricing.So some smart investors are buying real estate businesses.Not just assets.@Riccardo Ianucci-Dawson is CEO of AltoA £50m ARR estate agency CRM powering 25,000 agents.We discussed:How smart investors are growing in 2025Top leadership lessons from raising a daughter with autismWhat he has learned scaling and selling 3 businesses before age 35.P.S. Thanks to Alto, sponsors of this mini-series of The Return.Guest website: https://www.altosoftware.co.uk/ // bit.ly/offer-alto Guest LinkedIn: https://www.linkedin.com/in/riccardoid/Host LinkedIn: https://www.linkedin.com/in/annaclareharper/

Host Justin Tuminowski sits down with Kristie DeLouise to unpack how a former JP Morgan W-2 earner became a creative-finance deal architect—making ~$35,000 by monetizing the same Crystal Beach, TX subject-to Airbnb three different ways. Kristie shares how she and husband John Matland moved from NY to South Florida for “climate & cash flow,” picked up five doors in a year, and then engineered a Texas win: direct-to-agent on Lobster Ave, navigating Hurricane Beryl jitters, a buyer backing out, enforcing a non-refundable EMD, re-marketing through the slow summer seasonality, and ultimately reselling as a subto-of-a-subto to an operator planning a pickleball resort—with private money partners and Gator gap funding. ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/Z6qOyX ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow  

In this episode, Tai Goodwin, Marketing Strategist and CEO at That Marketing Team,* joins Dots Oyebolu to share her journey from teaching to entrepreneurship and the insights she has gained along the way. Known previously as the “Quiz Queen,” Tai explains how interactive tools create deeper engagement, generate qualified leads, and reveal valuable data.Key Takeaways:00:00 Introduction.03:12 Build your email list before launching products and courses.05:28 Use quiz data to qualify and disqualify leads confidently.09:21 Differentiate by delivering value because sales cycles are longer.12:48 Quiz results segment audiences by challenges and demographics effectively.15:39 Grow from inside out by prioritizing quality over quantity.21:00 Two tools, a quiz platform and CRM, run automation.Resources Mentioned:Tai Goodwinhttps://www.linkedin.com/in/taigoodwin/That Marketing Team | LinkedInhttps://www.linkedin.com/company/thatmarketingteam/That Marketing Team | Websitehttps://thatmarketingteam.com/“The Profitable Woman's Playbook” by Tai Goodwinhttps://www.amazon.com/Profitable-Womans-Playbook-Strategies-Business-ebook/dp/B07MPP1YQ2*Since recording the interview, Tai Goodwin has changed companies and is now the Liberation Coach of The Gospel of YouThanks for listening to the “Marketing Leadership” podcast, brought to you by Listen Network. If you enjoyed this episode, leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation. We appreciate the enthusiasm and support from our community. Currently, we are not accepting new guest interview requests as we focus on our existing lineup. We will announce when we reopen for new submissions. In the meantime, feel free to explore our past episodes and stay tuned for updates on future opportunities.#PodcastMarketing #PerformanceMarketing #BrandMarketing #MarketingStrategy #MarketingIntelligence #GTM #B2BMarketing #D2CMarketing #PodcastAds

Welcome to The K9PT Academy podcast, the only podcast in veterinary rehabilitation & physical therapy that focuses on helping business owners and entrepreneurs build and scale a profitable and successful canine rehabilitation business! Marketing isn't just about getting new patients on your schedule—it plays a much bigger role in building and sustaining a successful canine rehab business. In this episode, I break down five powerful ways marketing impacts your business beyond patient acquisition, helping you raise your rates, improve compliance, strengthen client relationships, and even attract the right team members. Listen to the full episode as we discuss:

This September, Frogo invites you to stand #D183 at SBC Summit in Lisbon to discover how the company is redefining the fight against fraud with intelligence, speed and a clear mission: to help businesses convert losses into profit. From September 16 to 18, Frogo's team will be on-site to present its latest platform updates - including a real-time alerting system - designed to notify teams of suspicious activity the moment it appears. Whether it's unexpected traffic, strange user behavior or subtle signals of fraud buried deep in the data - Frogo helps businesses stay one step ahead, always. Frogo at SBC Summit Visitors will get a chance to see how Frogo brings together device intelligence, AI scoring and visual forensics into one unified space. The result? A flexible, customizable solution that's already protecting companies in iGaming, e-commerce, fintech and CRM. But Frogo's presence in Lisbon is about more than tech: "We're here not just to show new features," says Frogo CEO Volodymyr Todurov. "We're here to spark a conversation about what it means to fight fraud today and how we can shift from simply reacting to risk, to predicting and preventing it. That's our mission." Where to Find Frogo Frogo will be present at booth #D183, where the team will demonstrate how its platform helps organizations reduce losses, accelerate decision-making and strengthen customer trust without adding complexity. The booth will be open to all attendees - whether actively searching for a new solution, exploring market options, or simply interested in learning more about the technology. Two activities will be available for visitors: First, those who book a demo during the event will receive simplified terms: no setup or integration fees, payment only for transactions processed through scoring and consolidated billing across multiple brands without extra charges. In addition, Frogo provides regular analytics support, including monthly reviews and reports. Second, the booth will feature an interactive challenge inviting participants to try their hand at detecting fraudulent activity. Winners will receive exclusive branded merchandise designed with an emphasis on practicality and everyday use. About Frogo Frogo is a next-generation anti-fraud product built for companies that take fraud seriously. With solutions that combine device fingerprinting, AI-powered scoring and forensic-level analysis. Frogo empowers teams to detect smarter, respond faster and act with confidence. See more breaking stories here.

What if the very thing you're afraid of is the thing that sets you free? On stage at the Powerhouse Women event, I sit down with award-winning entrepreneur and best-selling author Kim Perell to talk about how she built a $100 million business from a $10,000 loan, the mindset that helped her push through rejection, and why sisterhood is the secret to sustainable success. Kim shares about making million-dollar mistakes, the power of the 70% rule, what it really takes to ask for help, and how she mentors rising entrepreneurs (even if they're just one year behind her). Tune in to make faster decisions and trust yourself more. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS 00:00 The $10,000 loan from Kim's grandma that turned into a $235M business. 08:30 Why a bad partnership can cost you money, time, and your peace of mind. 11:45 The Marine-inspired rule to make faster and smarter decisions. 13:45 Tip for making confident decisions even when you don't have all the answers. 15:00 How do you reframe failure from fear into a growth advantage? 22:00 The one year plan mindset to keep you moving forward. 27:30 The right way to ask for help (and what not to do). 34:30 Kim's strategy for taking action even when fear is present. 37:45 Why girlfriends are your greatest safety net. 41:45 The 3 T's Kim looks for when investing. RESOURCES Get your copy of Kim's book “Mistakes that Made Me a Millionaire” HERE! Learn more about Kim's work HERE! Join the 30 Day Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Kim: @kimperell

All year long we've opened each episode with a “Page Breaker Preview” sneak peek from David's forthcoming book. Today, we've stitched those 35 snippets into a single, chronological highlight reel—a mini-audiobook that traces the arc of Rule Breaker Investing: from first principles and habits, through stock-picking traits and portfolio rules, to the capstone ideas that tie it all together. With light context, lots of personality, and a lively tempo, this week's one-of-a-kind episode plays like a curated mixtape of the book's big ideas. It's out next week! Pre-order Rule Breaker Investing: https://www.amazon.com/gp/product/1804091219/ Reactions or favorite excerpts? Write us: rbi@fool.com Host: David Gardner Producer: Dan Boyd Companies mentioned: ADBE, AMZN, AXON, CMG, CRM, ISRG, META, NFLX, NVDA, SBUX, SHOP, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices

Fall is here, which means back to school, football season, crisp apples, and the world's biggest blend of tech conference and music festival: Dreamforce. Now in its 22nd year, Dreamforce 2025 returns to San Francisco on October 16–18, featuring headline speakers like the CEOs of Google and Starbucks, plus musical guests Metallica and Benson Boone.In this week's episode, Jim welcomes Ariel Kelman, President and Chief Marketing Officer of Salesforce, to talk about the power of Dreamforce, what it's like working under visionary founders like Marc Benioff and Jeff Bezos, and why rethinking organizational design with agentic AI at the core is critical for the future. With Salesforce leading the charge in cloud-based CRM and now AI innovation, Ariel shares his unique journey—from his early days at Salesforce, to Amazon Web Services, to Oracle, and back again—offering lessons in marketing leadership at scale.---This week's episode is brought to you by Deloitte.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Your social media strategy just got a whole lot more interesting. In this marketing updates episode, Emma breaks down the latest moves on Instagram and Meta that you actually need to know – not just the stuff everyone else is talking about. Screenshots may soon count as engagement (yes, really), the Instagram repost feature is officially live, and posting frequency is now scientifically proven to boost reach. On top of that, Meta is leaning into AI ad targeting, while Instagram's new Edits app is quietly giving creators a reach advantage. Listen in to Emma explain what each of these platform changes means for your brand, how to create content that actually gets shared this month, and where to focus your energy to scale smart, not hard. By the end of this episode, you'll know exactly where to focus, what to experiment with, and how to make social media actually work for your brand in September 2025. Listen in as Emma explains: How Instagram screenshot analytics could change the way engagement is measured What the data shows about the impact of consistent posting on Instagram The smart way to use Instagram's Edits app And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

Julie Deem sits down with Cheryl Graham. Cheryl has spent 33 years at United Way serving Howard and Tipton Counties, leads as AFL-CIO labor activity director, chairs the Howard County Plan Commission, and serves on the Kokomo Farmers' Market board. She takes us inside real-life leadership: staying adaptable in a fast-changing world, learning to “fail fast,” and reframing the small daily tasks that quietly support a meaningful life. This episode was recorded live at Crossroads Community Church during Global Leadership Summit.Episode Highlights:Adaptability is a core leadership muscle, especially with technology shifts like AI.“Fail fast” is not reckless; it is a rhythm of deciding, learning, and moving forward.Reframing mundane tasks as intentional steps toward comfort and peace removes resentment.Know when to stop; rest and safety are leadership choices, not luxuries.Lifelong learning keeps long careers joyful and relevant.Thank you Crossroads Community Church for hosting!Check them out at: https://ecrossroads.org/United Way of Howard and Tipton Counties, 765-457-4357 (HELP)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

This week, Jeff Clark, former Forrester Research Director, is back, and he and our host Ian Truscott, discuss some new research into the hidden B2B buyer from Edelman, and, adhering to the Rockstar CMO editorial policy, they share 5 f'in' things to help reach them through your thought leadership. The five f'in' things this week: The "safest choice" isn't always the winning one Develop the extended personas Define tactics that attract the hidden buyer Why thought leadership works when other tactics don't Setting up your CRM to identify hidden buyers As always, we welcome your feedback. If you have a suggestion for a topic that's hot for you that we should discuss, please get in touch using the links below. Enjoy! — The Links The people: Ian Truscott on LinkedIn Jeff Clark on LinkedIn Mentioned this week: The Rise of the Hidden Buyer: Rethinking B2B Influence Beyond the Obvious | Edelman Map your Buying Groups and Stakeholder Committees in your CRM — Squivr Velocity B Rockstar CMO: The Beat Newsletter that we send every Monday Rockstar CMO on the web, Twitter, and LinkedIn Previous episodes and all the show notes: Rockstar CMO FM. Track List: Stienski & Mass Media - We'll be right back The Rasmus - In the Shadows (Official Music Video) You can listen to this on all good podcast platforms, like Apple, Amazon, and Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices

What actually moves the needle in today's tougher market? Impact 88's Strategic Performance Coach Cassy Williamson joins Anya to break down a people-first approach to new home sales, plus the habits, tools, and tech that turn inconsistent results into steady wins. From prospecting and follow-up rhythms to smart tech adoption (hello, video messages and AI-assist!), Cassy shares practical plays you can implement this week.What you'll learn:Why “people over process” sells, and how empathy + curiosity change buyer conversationsThe New Hire Blueprint: foundations even seasoned pros may be missingProspecting + follow-up cadences you'll actually stick toHow to qualify the right buyer (and confidently say no when it's not a fit)Tech that saves time and boosts conversions (CRM practice tips, video follow-ups, AI helpers)Building consistent, intentional habits that survive dry spells and busy weeksHighlights:Entrepreneurial mindset for onsite sales successSecret shopping and presentation tweaks (tone, body language, flow)Practical tech-adoption steps: “don't practice on customers”Cassy's new book Unapologetic and upcoming Impact 88 eventsGuest: Cassy Williamson, Strategic Performance Coach, Impact 88 Connect: LinkedIn/IG | Email: cassy@sassy@impacteightyeight.com

This week on The RAG Podcast, we are revisiting my episode with Laura Clark, CEO of OA Group.Laura's journey is one of the most unique I've ever shared on the show. She grew up watching her mum build Osborne Appointments (now OA Group), joined the business at 19, and earlier this year bought it from her mother to take over as CEO.We talk about:What it was like growing up with an entrepreneurial mother as inspirationJoining the business at 19 and proving herself in recruitmentNavigating four children while building her own career and leadership styleThe emotional and strategic process of negotiating the buyout with her mumHer vision for OA Group, balancing legacy with innovationThis was the first time I've had a guest who has bought their business from a parent, and it raises so many relatable themes for any founder, from negotiating long-term relationships to building a business that truly reflects your values.Chapters00:00 Introduction to The Rag Podcast and Laura Clark02:21 Laura's Journey in Recruitment and Family Dynamics12:03 Early Career Challenges and Growth in Recruitment18:19 Transitioning to Management and Leadership28:38 Taking Over the Family Business32:44 Navigating Business Challenges34:37 The Emotional Dynamics of Family Business38:35 Reflections on Business Exits41:30 Post-Acquisition Vision and Growth49:54 Balancing Remote Work and Team Dynamics55:03 Gender Equality in Leadership59:43 Juggling Work and Family Life__________________________________________Episode Sponsor: AtlasYour memory isn't perfect. So Atlas remembers everything for you. Atlas is an end-to-end recruitment platform built for the AI generation. It automates your admin so you can focus on the business tasks that matter. How many conversations do you have every day? With clients. Candidates. Your team. Service providers.Now how many of those conversations can you recall with 100% accuracy? How many hours a week do you spend making notes to try and retain as much as possible? And how much is still getting lost along the way? Traditional CRM systems weren't built for the type of recruitment business you're running right now. They were built to rely on the structured, tagged, categorised, and formal data you could feed it. Manual processes that needed you to input specific information, based on specific questions and answers. But what about all the other conversations you're having every single day? Atlas isn't an ATS or a CRM. It's an Intelligent Business Platform that helps you perform 10X better than you could on your own. How? By removing all your low value tasks, acting as your perfect memory, and providing highly relevant recommendations to impact your performance. Learn more about the power of Atlas – and take advantage of the exclusive offer for The RAG listeners – by visiting https://recruitwithatlas.com/therag/ __________________________________________Episode Sponsor: HoxoRecruitment agency founders - this one's for you.What's your plan for the rest of 2025?If it's based on more cold outreach, referrals, or hiring more recruiters… we've got news for you. That's not where the smart money is going.The market has changed. AI is everywhere. Noise is louder than ever.So if you want to scale profitably this year, you need to do things differently!It starts with what you already have.Your experience. Your network. Your voice.And we are showing you exactly how to use it in a brand-new, FREE Masterclass - built specifically

After nearly two decades as an entrepreneur and a decade leading Brand Better, Nicole Harlow returns to the mic to share the real story behind the last nine months—why she evolved from “just branding” to launching Lead Better HQ, a HIPAA-compliant marketing + automation platform for functional medicine clinics. This candid episode covers the lessons from conference circuits, the hidden cost of disconnected tools, the power of recurring revenue, and why Human + AI is the future of patient acquisition. Nicole opens the curtain on building the platform, assembling a team, and choosing to stay devoted to the functional/alternative health niche she lives and breathes—even on weekends.Episode HighlightsWhy branding alone wasn't solving the core problem: predictable patient flowSimplicity > complexity: applying “light & water” thinking to business systemsBehind the scenes of four conferences (and what was actually worth it)Moving from feast-or-famine projects to a recurring-revenue modelBuilding Lead Better HQ: HIPAA-aligned CRM, automations, Voice/DM AI, and real human strategyThe “try before you buy” philosophy and designing high-touch implementationsStaying niche: why functional medicine remains homeLeadership, introversion, and creating a business you actually enjoy runningWho It's ForFunctional and integrative medicine practitioners—solo or multi-provider—who want consistent patient flow, fewer manual tasks, and a modern, human + AI marketing system.Get StartedReady to see how Lead Better HQ can help you never miss another patient and streamline your growth? Book a free Growth Strategy Session at LeadBetterHQ.com.Keywordsfunctional medicine marketing, AI front desk, HIPAA-compliant CRM, patient acquisition, marketing automation, Voice AI, medical practice growth, Lead Better HQ, Brand Better, Nicole HarlowWelcome to Brand Better® and Lead Better HQ We are an award-winning branding, marketing & podcast production agency for wellness brands, health-based businesses, health clinics and clinician entrepreneurs Join our mailing list here. Follow on Instagram @brandbetterco. guides & programs take brandpop® type quiz (free) brandpop® guide to instagram ($27) confident podcast host ($22) profitable wellness podcast ($397) brand planner® toolkit (free) masterclasses & podcast 6- figure podcasting for wellness biz confidence to be the "face" of your biz work with us learn about lead better ...

במשך השנים "התחנכנו" על כך שככל שנבקש פחות פרטים ונקל על תהליך ההרשמה, נגדיל את רשימת התפוצה. מצד אחד, הרשמה נטולת חיכוך (friction) יכולה להגדיל את שיעורי ההמרה ואולי גם לשפר את חוויית המשתמש. בדרך כלל, זו הגישה שרוב המותגים נוקטים בה: בקשה של כתובת אימייל בלבד, או לכל היותר שם וכתובת אימייל. פעמים רבות כדי למקסם את כמות ההרשמות, אפילו נשים פופ-אפים באתר.ואמנם ככל שנבקש פחות פרטים (כלומר נקטין את החיכוך) נקבל יותר הרשמות ונגדיל את כמות הנרשמים, אבל יתכן שזה יבוא על חשבון איכות הנרשמים ורמת המעורבות שלהם עליה נשלם בעתיד באתגרים הקשורים ל-deliverability ובכל הקשור ב-"Sunset Policy". לאחרונה נשמעים קולות אחרים סביב השאלה האם כדאי במקרים מסוימים דווקא להגביר את החיכוך בתהליכי הרשמה לדיוור. כלומר להפוך את ההרשמה לרשימות דיוור למעט יותר מורכבת על ידי הוספת חיכוך בשלב ההרשמה וגם בשלבים הבאים - לאורך נקודות המגע הראשוניות במסע הלקוח. בצד האחד יש הטוענים כי הפחתת חיכוך, כלומר, צמצום שלבים או פישוט הטפסים משפרת את חוויית המשתמש ומגדילה את שיעורי ההמרה. לעומתם, יש הסבורים כי פשטות יתר עלולה לפגוע באיכות הלידים ורמת המעורבות שלהם בעתיד.בואו ונסקור את שתי האפשרויות, ומה היתרונות והחסרונות של כל אחד מהם.----CRM.BUZZ הוא בלוג ופודקאסט בעברית העוסקים באימייל מרקטינג, עבירוּת אימיילים ושיווק.יוצר הפודקאסט והבלוג הוא סלע יפה (Sella Yoffe), מומחה בינ"ל לעבירוּת אימיילים ושיווק באימייל, מסייע למדוורים גלובליים, סטרטאפים, סוכנויות אימייל ומערכות דיוור (ESPs) עם מסירות אימייל, אימות אימייל (SPF, DKIM, DMARC, BIMI), ואסטרטגיית אימייל. קישור אל הבלוג

Get ready for the Microsoft Dynamics 365 CRM 2025 Wave 2 release this October! Packed with new features in Sales, Events, Marketing, and the Power Platform, this update promises to enhance user experience with an innovative event hosting solution, Copilot-powered natural language searches and much more. Streamline your sales, boost your marketing, and revolutionise event management with this exciting release. Hosted on Acast. See acast.com/privacy for more information.

iGaming Daily celebrates its 600th episode with sponsor Optimove in the spotlight. SBC's Editor-at-Large, Ted Menmuir, sits down with Optimove's VP of Revenue, Motti Coleman, for a special conversation ahead of the company's showcase at the upcoming SBC Summit in Lisbon.Tune in to today's episode and find out:Optimove's journey from a bootstrapped startup to the leading CRM and marketing intelligence platform.How the company proves its strength in the high-stakes online gambling sector.What Optimove will be showcasing at SBC Summit Lisbon.The power of Positionless Marketing and how it's changing the CRM game.Expectations for networking, partnerships, and growth opportunities in Lisbon.Host: Ted MenmuirGuest: Motti Coleman Intro: Charlie HornerProducer: Anaya McDonaldEditor: Anaya McDonaldiGaming Daily is also now on TikTok. Make sure to follow us at iGaming Daily Podcast (@igaming_daily_podcast) | TikTok for bite-size clips from your favourite podcast.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.

Some mistakes feel so big in the moment that you wonder how you'll ever recover. Trust me, Chris and I have been there more times than we can count. In this episode, we share the behind-the-scenes bloopers that used to feel catastrophic but actually taught us how to lead, laugh at ourselves, and move forward. Chris losing his cool on camera during one of our biggest courses, the nightmare of me mixing up a guest's name through an entire interview, and even the tech disaster that slipped into our very first podcast episodes. Get ready to laugh, cringe, and learn to reframe your own failures into your biggest teachers. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS The hilarious “Chris fit” that accidentally made it into a paid course. My nightmare interview where I called Natalie Ellis the wrong name. The time Chris thought he was muting coughs, but the recording caught it all. Why embarrassment is part of the process for every entrepreneur. The mantra that keeps us moving. Why your peer group and mentors make or break your comeback rate. RESOURCES Join the Mentor Collective Waitlist HERE! Apply for the VIP Weekend Mastermind HERE! Join the 30 Day Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci

Alanna T'ia of Columbia, MO shares how she became a 6-figure baker by creating a professional setup with streamlined systems, exceptional customer service, and consistent high-quality productsGet full show notes and transcript here: https://forrager.com/podcast/149

In this powerful episode, host Sean V. Bradley delves into the unique career journey of Nena Gilmore Moss, a top-performing salesperson at Bolivar Ford with a substantial background in law enforcement!  From a career path that's anything but ordinary to her impressive achievements in automotive sales, Nena's journey is filled with lessons, strategies, and surprising insights! "I had some goals, and I knew what I needed to do early on to get to where I wanted to be." - Nena Gilmore Moss Listeners will discover how her unique background shaped her approach to sales and the unconventional methods she uses to consistently rise to the top of her field. This episode is packed with fresh perspectives, actionable ideas, and a story that proves success can come from the most unexpected places. "Work hard. You can't sit back and wait on ups." - Nena Gilmore Moss Sean V. Bradley explores with Nena the strategies behind her success, particularly her adept use of client relationships and industry connections to drive repeat business and referrals. Her approaches are framed around macro selling strategies which have proven to be highly effective, allowing her to sell nearly 36 cars a month. Nena's story is a testament to the fact that strategic networking and customer-centric service can revolutionize one's sales approach.  "Probably 99% of my business is repeat and referral." - Nena Gilmore Moss Tune in and hear firsthand how Nena has turned her past experiences into a formula for dominating the automotive industry, while inspiring others to push past limits and rethink what's possible!   Key Takeaways: ✅ Leverage Past Experiences: Nena's law enforcement background gives her a unique edge in sales, allowing her to communicate effectively and build trust quickly with clients. ✅ Importance of Relationship Building: Developing strong relationships with customers is crucial for generating repeat and referral business. ✅ Macro Selling Strategies: Nena uses strategic community connections to tap into group sales, enhancing her sales volume through organized partnerships. ✅ Community Engagement: Participation in local events is essential for visibility and networking in the community, generating opportunities beyond regular leads. ✅ Process and Training: Emphasizing the significance of having a well-structured sales process and continuous training to optimize performance and customer satisfaction.   About Nena Gilmore Moss Nena Gilmore Moss is a top sales professional at Bolivar Ford in Tennessee, with a unique and diverse professional background. Before entering the automotive industry, Nena dedicated 18 years to law enforcement, spending nine of those years as a training manager within the prison system! Her extensive experience has equipped her with exceptional skills in communication, process integrity, and leadership. Nena has made a remarkable transition into automotive sales, where she consistently excels, often topping the sales chart and bringing a wealth of experience and a strategic mindset to her current role. Nena continues to break barriers and is an inspiration to everyone in the industry!    Mastering Automotive Sales: Leveraging Experience and Networks for Success   Key Takeaways Building strong, authentic relationships is a key to expanding your customer base and securing repeat business. Leveraging your unique background and network to establish niche markets can significantly boost your sales and reputation. A proactive approach to marketing and relationship-building, rather than waiting for prospects, leads to greater success in the automotive sales industry. Harnessing Your Past for Present Success In the realm of automotive sales, one of the most effective strategies involves drawing from your previous experiences and networks. This idea is brilliantly illustrated in the journey of Nena Gilmore Moss, a former law enforcement officer who transitioned seamlessly into automotive sales and achieved remarkable success. With almost two decades in law enforcement, she now thrives as a top-performing sales consultant at Bolivar Ford. Her story is a testament to the power of leveraging one's unique background to create a distinct value proposition. Having worked "18 years in a prison system," as Moss states, she drew upon her extensive experience in dealing with a wide range of people and situations to excel in automotive sales. The adaptability and communication skills she honed over the years have become invaluable assets. "What do you think your previous life helped you or prepared you with to be able to be successful in automotive?" Moss reflects, "Having a plan and following a process… because if we don't follow a process, it's chaos." Her law enforcement experience provided her with the unique ability to "build that relationship in the beginning and keep that [customer] relationship going," which contrasts with typical sales approaches that often emphasize immediate sales over long-term relationships. This tailored approach not only earns repeat business but also generates vast referrals, underscoring the importance of leveraging past networks to create a new client base. Strategies for Building a Referral Network Referral networks are gold mines in the sales industry, often untapped due to either a lack of awareness or an understanding of how to cultivate them. Moss's experience showcases the immense potential of tapping into pre-existing professional networks to foster business growth. She eloquently narrates her tactic of leveraging connections from her time in law enforcement to form a robust referral base in her sales career. "We have a program that's not open to the public. It is exclusive to law enforcement only because that's my background," she explains, demonstrating the significance of crafting a special, targeted program tailored to specific client groups. This strategy has been instrumental in driving referrals: "Probably 99% of my business is repeat and referral." Her proactive strategy extends even further, utilizing tools like LinkedIn to establish new contacts with police departments and other relevant organizations. The creation of a targeted lead generation process involving these connections exemplifies how combining traditional relationship-building with modern platforms can expand one's reach exponentially. The Art of Proactive Selling An overarching lesson from Moss's success story is the power of proactive selling—the art of creating opportunities rather than waiting for them to appear. Moss, a former training manager, understands discipline and execution and applies these principles to automotive sales to gain clear advantages over competitors. "In this business, you can't sit back and wait on ups. You can't sit and hope that somebody comes on the parking lot, you got to work." Through active community involvement and personalized outreach, she doesn't just wait for customers to walk through the door. Instead, Moss engages in activities like setting up booths at local events and diligently cultivating a positive reputation in her community. She also delves into untapped opportunities like becoming a certified car safety inspector, offering her services to parents and daycare centers. This niche service not only provides value but differentiates her from many others in the field. Moss emphasizes, "Once you build that relationship, you keep that relationship. And you're transparent about your process. You explain your process. You work hard in the beginning, it pays off." These diligently-nurtured relationships then serve as a reliable source of ongoing business, reinforcing the importance of investing in long-term customer engagement strategies. Looking at Moss's journey, it becomes clear that in automotive sales, success is within reach when employing tailored approaches that draw on personal expertise and networks. This is a lesson echoed through her narrative, where methodical planning, adaptability, and leveraging past experiences become the bedrock of a thriving sales career. By cultivating meaningful relationships and employing proactive, network-based strategies, sales professionals can significantly boost their impact and create a thriving business founded on trust and exceptional service.   Resources + Our Proud Sponsors: The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry with over 29,000 members worldwide. Collaborate with automotive professionals, learn the best industry practices, and connect with top mentors, managers, and sales leaders. Join The Millionaire Car Salesman Facebook Group today! Dealer Synergy: The automotive industry's #1 Sales Training, Consulting, and Accountability Firm. With over 20 years of proven success, Dealer Synergy has helped dealerships nationwide build high-performing Internet Departments and BDCs from the ground up. Our expertise includes phone scripts, rebuttals, CRM action plans, lead handling strategies, and management processes; all designed to maximize your people, processes, and technology! Bradley On Demand: The automotive industry's most powerful Interactive Training, Tracking, Testing, and Certification Platform. With LIVE virtual classes and access to a library of over 9,000 on-demand training modules, Bradley On Demand gives your dealership the tools to dominate every department—Sales, Internet, BDC, CRM, Phone, and Leadership. From sharpening individual skills to elevating entire teams, this platform ensures your people are trained, tested, and certified for maximum success. Equip your dealership to sell more cars, more often, and more profitably with Bradley On Demand!

In today's episode, Cameron Pechia is back to talk about succeeding in freight sales and building a customer base from scratch! Cam shares the reality of starting at zero, long hours, side hustles, and the grit it takes to keep pushing forward, why most sales reps fail, from lack of niche focus to missing systems, and how dialing in daily prospecting, clear business plans, and CRM tools can change the game. We also hit on the size of the freight market, the power of niche and regional focus, and why building authority with prospects matters more than chasing everyone.  This episode is packed with strategies for freight brokers, carriers, and sales reps who want to stop winging it and start building sustainable, long-term success in the transportation industry!   About Cameron Pechia Cameron is the founder of Valley Trucking Insurance, a leading Trucking Insurance Agency based in Spokane, Washington. With a deep passion for the trucking industry and a commitment to excellence, Cameron has become a trusted figure in the field. Cameron also is the host of Get A Load Of This Trucking Podcast and brings a ton of value to the Trucking Industry. Cameron is also a dedicated husband and father to his two beautiful girls…His daughters are his “WHY” and what makes him get up in the morning and try to win each and every day.  At Valley Trucking Insurance, Cameron oversees the provision of specialized insurance solutions tailored to the unique needs of trucking companies. The agency serves a diverse clientele, including local trucking companies, long-haul trucking companies, aggregate haulers, tow truck companies, hot shots, freight brokers, and other related risks. Cameron ensures that clients receive the highest level of customer service and comprehensive coverage through the agency's proven process known as the "VTI Difference." Under Cameron's leadership, Valley Trucking Insurance has achieved significant growth and expansion across the county. The agency has built strong partnerships with renowned insurance providers such as Great West Casualty Company, Lancer Insurance Company, Progressive Insurance, Berkshire, and Canal. Additionally, Cameron also focuses on placing fleet-sized trucking companies into captive insurance programs, enhancing their risk management and financial stability. Looking ahead, Cameron is focused on an ambitious goal of expanding the agency's reach by looking to help over 10,000 Trucking Companies and Freight Brokerage operations within the next seven years. Adhering to the principles outlined in the book Traction by Geno Wickman, he is dedicated to creating world-class onboarding and customer service experience for his trucking clients. This initiative aims to foster a culture of excellence and continuous improvement, ensuring Valley Trucking Insurance remains at the forefront of the industry.   Connect with Cameron Website: https://www.valleytruckinginsurance.com/  LinkedIn: https://www.linkedin.com/in/cameron-pechia-49903072/  Email: Cameron@alllinesinsure.com  

After a make-or-break season in his marriage, Lance Riggen rebuilt his life—and a $6M real-estate portfolio—by leaning into servant leadership, discipline, and creative finance inside Pace Morby's Subto/Gator community. In this episode, host Keola Keala unpacks Lance's path from granite-shop grinder to co-living operator, including the mindset shift sparked by Hal Elrod and the “seven levels of why” framework popularized by Dean Graziosi. ➡️ Split your Pad with the Co-Living Model: http://padsplit.com/pacemorby ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/Z6qOyX ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow

In this episode of Grow a Small Business, host Troy Trewin interviews Adriana Brusi, founder of Crowds Now, takes us through her entrepreneurial journey from restaurants and a chocolate franchise to creating an innovative app with over 500K users. Crowds Now empowers everyday people to earn as brand ambassadors, redefining influencer marketing while helping businesses grow and communities thrive. In this episode, Adriana shares her insights on resilience, scaling ventures, and building lasting impact through innovation and people-first leadership. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here.   Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Adriana Brusi shared that the hardest thing in growing a small business is managing people. She explained that even one toxic hire can destabilize a company, making recruitment, culture protection, and team management the most challenging aspects of scaling successfully. What's your favorite business book that has helped you the most? Adriana Brusi shared that her favorite business book, which has helped her the most, is Unreasonable Hospitality. She recommends it even for those outside the hospitality industry, as it offers powerful lessons on service, leadership, and creating exceptional customer experiences. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Adriana Brusi shared that one of the great podcasts she recommends for professional development is Diary of a CEO. She values its diverse topics and practical insights, noting that it provides a wide range of perspectives useful for entrepreneurs looking to grow a small business. What tool or resource would you recommend to grow a small business? Adriana Brusi shared that a key tool she recommends for growing a small business is a CRM system. She emphasized that it doesn't need to be complex – platforms like Constant Contact, Campaign Monitor, or Mailchimp are enough – as long as they help maintain data integrity, manage customer relationships, and drive growth effectively. What advice would you give yourself on day one of starting out in business? Adriana Brusi shared that the advice she would give herself on day one of starting out in business is to “just keep going.” She explained that the journey will be hard and messy, with moments of doubt and setbacks, but persistence and resilience are what ultimately lead to success. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Hire the person, not the resume – skills can be taught, values cannot – Adriana Brusi In business, resilience turns obstacles into stepping stones – Adriana Brusi Your people are your greatest asset—or your biggest liability – Adriana Brusi      

In order to protect, scale, and optimize a real estate business, you need systems. Tech-powered systems. AI-enhanced systems.In our second Techtember episode, Chief Operating Officer Camila Rivera and Operations Manager Julia O'Buckley give you insights into the evolution of tech stacks that don't just enhance efficiency - they also drive agent success.CRM transitions. Open APIs. Enhanced visibility. Efficiency gains for agents and teams alike.It's all here in just under 20 minutes with Camila, then just under 20 minutes with Julia.Enjoy our second Techtember episode … here on Real Estate Team OS!CAMILA RIVERAA 10-year team member and COO of the Laurie Finkelstein Reader Real Estate Team in South Florida, Camila Rivera has overseen significant evolutions in their technology, efficiency, and visibility.Camila breaks down key steps in that evolution, including tips for a successful CRM transition and the one thing that can't be automated or artificially generated (spoiler: it's human connection and it shows up in their online reviews).Watch or listen for insights into:Digitizing operations, getting more out of your current tech investments, and improving your sales pipelineSpecific steps and tips for transitioning from one CRM to another (and bringing 100,000+ contacts with you)How open APIs improve data and communication flows, enhance visibility for operations staff and leadership, and deliver efficiency gains to agentsWhen human touch matters most and how tech efficiency supports itJULIA O'BUCKLEYWhen she joined The Laughton Team, Julia O'Buckley wasn't sure what an API was or how it worked. Today, as Operations Manager, she's a “full-fledged 10” when it comes to tech knowledge and passion.Julia walks us through the four key elements of a tech stack that supports a +200-agent, 5-office operation and explains how and why she's re-packaging and re-selling it to agents. She also explains how her efforts add efficiency, improve data integrity, provide transparency, and unlock sales.Watch or listen for insights into:How her familiarity with and passion for tech grew, what tech changes delivered great agent feedback, and a non-real-estate app she opens every dayHow Follow Up Boss, Sisu, Fello, and HouseWhisper help agents and how she would describe that value to agentsWhich tools are the “base” of the operation, the “sexiest” in the stack, and like “Homebot on steroids”How the team humanizes their AI assistant “Nora” and how it brings all the other tools and tech togetherFOLLOW UP AND LEARN MOREMentioned in this episode:→ First episode with Julia O'Buckley https://www.realestateteamos.com/episode/real-estate-tech-stack-scale-operations-julia-obuckley→ Inside The Laughton Team series https://www.youtube.com/playlist?list=PLCJiXNo93cVr9Oc0ptse5z6Vaq5l0T1kA→ George Laughton and Billy Hobbs https://www.realestateteamos.com/episode/profitability-durability-real-estate-team-george-laughton-billy-hobbs→ Justin McLellan https://www.realestateteamos.com/episode/real-estate-agent-productivity-skill-justin-mclellan→ Follow Up Boss Success Community https://www.facebook.com/groups/followupbosscommunity→ Follow Up Boss https://www.followupboss.com/→ Dotloop https://www.dotloop.com/→ Sisu https://sisu.co/→ Fello https://fello.ai/→ HouseWhisper https://www.housewhisper.ai/Connect with Camila Rivera:→ https://www.instagram.com/camila_rivera/→ https://www.instagram.com/lauriefinkelsteinreaderteam/→ Email: camila at lauriereader dot comConnect with Julia O'Buckley:→ https://www.instagram.com/juliaobuckley/→ https://www.instagram.com/laughtonteamConnect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

Brandon and I get real about extreme ownership in leadership - not theory, but the daily behaviors that drive results. We cover how to move a struggling team member without micromanaging, why cadence beats intention, and how sales management tools like PDI and golden hours create momentum. If you lead in restoration, construction, or home services, this is your playbook for execution. WHY YOU SHOULD LISTEN: [00:01:52] Extreme ownership - own outcomes, not just standards [00:04:44] Check-ins that work - midweek nudges and fast feedback loops [00:07:15] What you walk past - quick correction prevents drift [00:10:23] Cadence - EOS rhythms plus mid-cycle verification [00:12:26] Sales example - coach golden hours and first-rep awkwardness [00:16:58] PDI - daily interaction builds momentum and confidence [00:21:09] Force multipliers - promote leaders and give bandwidth to lead hope you enjoy, Chris 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.

Most marketing agencies talk a big game about their strategies and playbooks — but when it comes to proving they actually work, the talk stops there.That's why I've done something unprecedented: I've bought a £7 million renewables business to test our own marketing playbook with real money on the line.Six months in, the results speak for themselves: 5X increase in website traffic, 250% more form completions, and we've doubled their backlink profile in just five months (after they'd only managed 100 backlinks in the previous five years).But here's what makes this case study truly valuable for marketing leaders — we're sharing the exact playbook we used, including the mistakes we made along the way.In this episode, I reveal:The six-step marketing transformation process we implemented at Elite Renewables — from complete brand overhaul to AI-optimised content strategyWhy we fired their existing agency before we'd even completed the purchase (and saw no drop in leads as a result)The CRM and marketing automation system that helped them scale from being completely overwhelmed with referrals to having full visibility of their sales pipelineHow we increased their website traffic by 5X in just one month by restructuring their site around customer types and individual service pagesThe digital PR strategy that generated 110 high-authority backlinks in five months (more than they'd achieved in the previous five years combined)Our AI-proofing approach — including sentiment analysis across AI platforms and the ultra-niche case study strategy that's becoming essential for AI search optimisationThe YouTube content strategy that's not just driving enquiries, but more importantly, building trust with prospects already in their pipelineI'll also share the honest challenges of being a client of your own agency, including the stress of rolling out new branding to a team that's worked together for a decade.As I explain in the episode:"It feels very different when it's your own money at stake. We bought this £7 million revenue business to put through the Exposure Ninja digital marketing process, and so far it has worked really well. But I'm not going to tell you that it wasn't stressful at times."If you're tired of marketing strategies that sound good in theory but lack real-world proof, this episode provides a complete blueprint based on actual results with actual money at stake.This is what happens when a marketing agency puts its money where its mouth is — and the lessons are invaluable for any business leader looking to transform their marketing results.Get the show notes:https://exposureninja.com/podcast/365/Listen to these episodes next:Why “AI Search is Just SEO” is a Dangerous Liehttps://exposureninja.com/podcast/364/How To Create and Optimise Your Content for AI Searchhttps://exposureninja.com/podcast/363/9 Reasons Why Your Traffic Is DOWN This Yearhttps://exposureninja.com/podcast/361/

What happens when your firm is ready to scale its marketing engine—but doesn't yet have a unified CRM? In this episode of Amplify!, host Meg Hoevener sits down with James Kuch, Digital Marketing Specialist at Yeo & Yeo, to talk about building a robust automation strategy in HubSpot, even when infrastructure isn't fully in place. James walks through the creative ways his team supports multiple service lines and brands under one marketing platform—from list segmentation and email workflows to internal campaigns, digital advertising, and social scheduling. You'll also hear lessons learned from transitioning off Constant Contact, how to integrate other platforms using HubSpot's Operations Hub, and what to prioritize when bandwidth is tight. Whether you're a solo marketer juggling multiple tools or part of a firm evaluating your next MarTech investment, this episode offers tactical takeaways for building smarter, leaner campaigns.   For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

On this week's episode of Unlimited Capital, Richard McGirr interviews Lauren Brychell. They dig into her new 90-day playbook Beyond the Lead, outlining the four pillars of capital attraction and why most firms don't need more leads, they need better conversion and nurture systems. Lauren and Richard get tactical on aligning marketing and sales into a single machine, building a lightweight tech stack with CRM, investor portal and segmented drips, and running discovery calls that keep your talk time under 20% while guiding prospects up a yes-ladder. They also compare top-of-funnel strategies—high-ROI in-person events, heavy content repurposing and distribution, and the realities of paid ads where only best-in-class funnels win. Lauren BrychellCurrent role: Founder, Equity Elevated ConsultingBased in: Denver, ColoradoSay hi to them at: https://equity-elevated.com/ | LinkedIn This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Why do we keep ending up in toxic relationships — even when we know better? ⁠Buy the book Fawning: Why the Need to Please Makes Us Lose Ourselves--and How to Find Our Way Back ⁠ In this powerful conversation, Kwame Christian sits down with psychologist and trauma therapist Dr. Ingrid Clayton to explore the hidden reason behind this pattern: the fawning trauma response. Ingrid shares how complex trauma rewires the nervous system, why simply “setting boundaries” often doesn't work, and how shame keeps us stuck in cycles of people-pleasing. Together, they unpack the science of safety, what it really takes to break free, and why healing is less about quick tips and more about reconnecting with yourself. If you've ever wondered why saying “no” feels impossible — or why you're drawn to the very relationships that hurt you — this episode will change how you see yourself and your story. Connect with Ingrid BOOK:  FAWNING: Why the Need to Please Makes Us Lose Ourselves--and How to Find Our Way Back INSTAGRAM AND YOUTUBE:  https://www.instagram.com/ingridclaytonphd/  https://www.youtube.com/channel/UC3PvWTgJMirURfgHWj3h28g   WEBSITE: https://www.ingridclayton.com/  Discount code "KWAME" gives 30% discount over 3 months TL;DR what is folk? folk is a CRM, and extension, that helps businesses build real relationships and close deals. Why is folk better? folk is simple, integrated, and proactive to use. folk's value proposition? folk CRM does the busy work for you, so you can focus on growing your service business. folk's tagline folk, like the sales assistant your team never had What product details will most excite your audience? • ⁠⁠⁠⁠Our seamless integrations with social channels⁠⁠⁠⁠ • ⁠⁠⁠⁠Our 1-click Enrichment that finds contact details for y⁠⁠⁠⁠ ⁠⁠⁠⁠ou⁠⁠⁠⁠ • ⁠⁠⁠⁠Know the best leads to reach out to with AI Follow-up⁠⁠⁠⁠ ⁠⁠⁠⁠s⁠⁠⁠⁠ Useful links & resources •⁠⁠⁠⁠ folk's website⁠⁠⁠⁠ •⁠⁠⁠⁠ folk's Linkedin⁠⁠⁠⁠ • ⁠⁠⁠⁠Simo, our CEO's, LinkedIn⁠⁠⁠⁠ • ⁠⁠⁠⁠folk's Youtube⁠⁠⁠ Contact ANI ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Request A Customized Workshop For Your Company⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Kwame Christian on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠negotiateanything.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to buy your copy of Finding Confidence in Conflict: How to Negotiate Anything and Live Your Best Life!⁠

Meet Jennifer

Accede a mi Curso Online "Cállate y Vende" con toda mi metodologíahttps://www.detonadoresdevalor.com/callateyvendeEn este episodio hablamos de lo que realmente mueve la aguja, ¡Los cierres de ventas! Vamos a abordar el tema desde un punto de vista sumamente practico y estratégico.LINKS MÁS RECIENTES:¿Te gustaría tener una sesión en vivo conmigo una vez al mes y trabajar en tus ventas? ¡Entra a Detonadores de Valor!https://www.detonadoresdevalor.com/membresia¿No tienes un CRM? Comienza GRATIShttps://aff.trypipedrive.com/3gqeu4o6mi2z Hosted on Acast. See acast.com/privacy for more information.

In this episode of Mission Matters, host Adam Torres interviews Kenny Ridgell, Founder & CEO of Ridge Media, to unpack how his team turns data into dollars for small and mid-sized businesses. We trace Kenny's journey from a college app to building a full-service, fractional marketing team, then dive into real A/B testing examples, CRM + ad attribution, and how AI is speeding up everything from landing pages to lead qualification. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

We asked about Frank to the AI bot and listen to what it said. Eco, Fed and Valuations False Market Values - are they a thing? We get to the bottom of that question. Guest, Frank Curzio – Curzio Research - the outlook into the end of the year. Agentic AI - something to look into...   NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode:(EBAY), (IBM), (DELL), (CRM), (CRCL), (NFLX), (BA), (NVDA), (AMD)