Podcasts about CRM

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Cold calling terrifies most salespeople more than losing their biggest account. The rejection. The hang-ups. The voice telling you that you're bothering people who don't want to hear from you. Before transitioning into sales, Steve Munn spent nine years as a professional hockey defenseman. As a hockey player, his job was to make life difficult for the other team and absorb whatever they dished back.  "Part of it was getting punched in the face," he said on a recent episode of the Sales Gravy Podcast. "If I get a no from a prospect, that's maybe a bad day, but it's certainly not as bad as getting a concussion or a broken nose again." That perspective shift, understanding what actually constitutes a threat, changes everything about how you approach cold calling. It goes beyond being tougher or having thicker skin. Your Fear Isn't About the Call Most sales professionals will do anything to avoid call blocks. They'll update their CRM. Reorganize their pipeline. Respond to emails that could wait three days. Anything but pick up the phone. The problem isn't the person on the other end of the line. You don't want to be the one who fumbles, doesn't have the right answer, or proves you don't belong in that conversation. Imposter syndrome thrives in sales because every call is another opportunity to prosecute yourself. Every objection becomes evidence that you're not cut out for this. Every hang-up confirms what you secretly suspected: You're bothering people who have better things to do. That internal narrative is all in your head, and it's costing you deals. Get Your Mind Right First You can't make effective cold calls when you're living in your head. Anxiety, overthinking, or trying to sound perfect makes every conversation feel forced. Nothing bad actually happens on a sales call. Your life isn't in danger, and a hung-up phone or curt “not interested” barely registers as a problem. The best cold callers aren't fearless. They're prepared mentally before they start dialing. Find what gets you into the right frame of mind: review recent wins, remind yourself that you're solving real problems, or call a colleague for perspective. The goal is connecting with another human, not executing a perfect pitch. People can tell the difference. Separate Message From Delivery When someone says "we're all set" and hangs up, they're not making a judgment about your worth as a salesperson or a human being. They're communicating one thing: They're not interested right now. The delivery might feel harsh, and the tone might sound dismissive. But the message is simple and impersonal. Athletes learn this early. Coaches scream. Teammates criticize. Opponents talk trash. If you react emotionally to how something is said rather than hearing what's actually being communicated, you become ineffective. In sales, the same principle applies. When you stop taking the delivery personally, you can actually hear what's being said. Sometimes what sounds like a hard no is actually "you haven't given me a reason to care yet" or "call me back in six months." You Don't Need to Know Everything One of the biggest barriers to cold calling is the belief you must have all the answers. You hesitate because you think, "What if they ask something I don't know? I'll look like a fool." Here's what that thinking misses: You have a team. No salesperson operates in a vacuum. You've got service teams, technical experts, partners, and colleagues who collectively know far more than you do individually. The expectation that you should show up with encyclopedic knowledge is self-imposed and unrealistic. What matters on a cold call isn't demonstrating expertise. It's demonstrating curiosity and commitment.  When you release yourself from the pressure to be perfect, cold calling becomes about investigation rather than performance.  Ask Questions Nobody Else Does Most salespeople treat cold calls like a race to present their solution.

On today's episode of The Daily Windup, we dive into the costly mistakes small businesses make when jumping into government contracting too soon. Our guest breaks down why rushing to bid without preparation backfires, the importance of aligning opportunities with your long-term strategy, and how proper market analysis and patience can make or break your success. Why bidding too early leads to terminations, cure notices, and damaged reputations How to use tools like USASpending.gov to identify real customers and opportunities The importance of building foundational excellence—legit setup, compliance, and CRM basics Learn more: https://govcongiants.org/ 

In this episode, Mitch and David go over why it is so important to be getting google reviews in your business. How to get them, how to get your employees to get them, how it helps your google LSA. It's more important than you think. Not to mention an apology from Mitch. 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 week's episode of The Weekly Wealth Podcast, David sits down with Mark Weithorn, a marketing expert turned tech entrepreneur who has spent the last 21 years running a successful web design and CRM company for realtors.From navigating industry disruptions to preparing employees for entrepreneurship to adopting AI responsibly, this conversation is full of lessons every business owner can apply. Whether you're in real estate, tech, or any small business, the themes of resilience, reinvention, and forward-thinking strategy are universal.What You'll Learn in This EpisodeSurviving 21 Years in Tech:How Mark adapted to industry shifts—from radio jingles and newspaper ads to building realtor websites and CRMs—and the mindset required for long-term success.Employee to Entrepreneur:Why making the leap from a steady paycheck to self-employment requires a completely different mindset and skillset—and how to prepare for the challenges ahead.AI in Business:Mark's perspective on how AI is already shaping industries, where it may be overhyped, and how to use it as a tool to add value rather than frustrate customers.Entrepreneurial Mindsets:Why processes, systems, and delegation are non-negotiable for growth—and how to avoid being the “hub” in a hub-and-spoke business.Financial Reality of Entrepreneurship:Why that big commission check or large invoice isn't all take-home profit, and how to avoid tax and cash flow pitfalls as a new business owner.About Our GuestMark Weithorn is the founder of DPI Showcase Websites, serving realtors across the U.S. and Canada for over two decades. His company provides websites, CRMs, and AI-powered lead generation tools designed to help real estate professionals thrive in competitive markets.

I'm revealing the secret of the unsexy truth behind every “overnight” success: boring, consistent follow-through. After nine years of podcast reps, the years I spent coaching fitness clients, mentoring business owners and building businesses myself, I've seen firsthand why real results show up around months 4 to 6 and how repetition rewires your brain in 90 to 120 days. This episode is here to help you honor your seasons, reframe the mundane as proof you're becoming her, and choose one simple action to do daily this week that will build the success you want. DM me your “boring” mundane commitment you're making for accountability to put in the reps. I'm telling you, magic is waiting for you in the mundane. 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 What actually creates the big breakthroughs (it might not be what you think). When you can expect results after dedicating yourself to work towards a goal. Identity shift sustains habits; quick fixes don't last. How to rewire your brain in 90–120 days. Ways to get real results by honoring rest and consistency. RESOURCES Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

Host Keola Keala sits down with entrepreneur-turned-investor Kevin Thompson (Gator, SubTo, Owners Club) to unpack how a lifetime of startups—and a family crisis—pushed him into creative private lending. Kevin shares how he discovered Pace Morby's community, ditched analysis paralysis, and funded an 8-door PadSplit co-living project in Houston after thoroughly vetting the operator (people first), the deal, and the docs. Connect with Kevin Thompson: https://blinq.me/OKzhh2pxAeWWRHr5oi6K  ➡️ Find Out How One Multifamily Deal Could Change your Life: https://subto.sjv.io/JKNB7E  ➡️ Meet Pace on the Creative Nation Tour: https://bit.ly/GetCreativeNationTour ➡️ 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, the guys dive into a candid live session at Arival, joined by a live audience. The guys deliver sharp insights on hot topics for watersport operators, including dynamic pricing, conversion rate optimization, upselling strategies, and customer acquisition costs. They share real world examples of how small changes in booking funnels, social proof, and early bird promotions can significantly boost revenue while addressing the challenges of customer retention in a “once in a lifetime” industry. The conversation also explores CRM adoption, lead follow up strategies, and the importance of sustainable marketing channels beyond Google and OTAs.[SPONSORS] - This show is sponsored by Take My Boat Test and WaveRez.Show Links:Website: https://www.watersportpodcast.comFacebook Page: https://www.facebook.com/awgpodcastFacebook Group: https://www.facebook.com/groups/1155418904790489Instagram: https://www.instagram.com/awg_podcast/

As Director of Operations at Landoption, Ben Paige leads execution across product, sales, customer success, and team operations.As the company's Integrator, he aligns people, priorities, and performance to turn the Landoption vision into results. Prior to Landoption, Ben was charged with professionalizing supply operations and expanding the supply partner network at Arbor Day Carbon, supporting the organization's growth in forest carbon.Earlier in his career, he led the development and rollout of a transformative CRM platform that enabled state agencies to increase participation and revenue from hunters and anglers – a pivotal contributor to the company's successful exit.As a former U.S. Army Captain, Ben brings operational discipline and a mission-first – people always mindset to create a future with more wild places, more wild things, and more wild people – so his daughter can enjoy a day outside hunting and camping, just like him.--Be sure to rate, review, and subscribe.HOST: Kerry HoffschneiderGUEST:  Ben Paige--CREDITS:Mitchell Roush, ProducerBibi Luevano, Cover ArtPurple Planet Music, Theme

Een absolute blamage tegen Marseille. Het is de day after als Jan, Bart en Wessel de reguliere Pantelic Podcast opnemen. Dit kan toch niet langer zo? En wat betekent dat voor de directie van Ajax? Dat, een stukje Jong Ajax en een blik op de toekomst hoor je in de nieuwe podcast!(00:00) Intro (02:20) Het gevoel na Marseille (19:50) Blik op de directie (29:50) Wedstrijdwoord(en) (32:20) Komende wedstrijden (35:12) Jong Ajax en de jeugd (44:08) Blik op Sparta en Hint aan Heitinga Petje Af De link voor onze Petje Af-pagina is: petjeaf.com/pantelicpodcast SuperOffice CRM SuperOffice CRM is een CRM leverancier dat al 35 jaar bestaat. Middels een partnership zorgt SuperOffice samen met hun klanten voor een goede inzet van CRM binnen een organisatie waar gemak en adoptie hoog in het vaandel staat. Bedrijven die met CRM werken zijn in staat middels een uniforme en centrale werkwijze, omzetverhogend te werken. Daarnaast borg je relevante klantinformatie voor je organisatie. Meer weten? Kijk dan op: https://www.superoffice.nl See omnystudio.com/listener for privacy information.

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! Talking about pricing and selling often feels uncomfortable for canine rehab therapists—but it doesn't have to be. Selling isn't about being pushy; it's about helping pet owners see the value you bring and guiding them toward the best decision for their dog. In this episode, I share key lessons from my recent Ethical Pricing training, including how to shift your mindset, communicate with confidence, and celebrate the wins that come from making an impact. Listen to the full episode as we discuss:

What happens when you go all in on your goals, business, and life? In this episode, I am joined by my friend Jasmine Star, the CEO of Social Curator, who has built multiple seven-figure businesses and now helps entrepreneurs create their biggest launches. We dive into everything from delegating CEO-level tasks and building a powerful network to finding confidence in high-level mastermind rooms. Jasmine also shares the framework to have your biggest launch. Get ready to commit and go BIGGER! 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 Why podcasting with a co-host opened new doors for Jasmine Star. 06:00 What does it look like to only say yes to 10/10 projects? 13:15 What helped you delegate and get out of your own way to focus on CEO tasks? 16:00 How to hire help, even when you think you can't afford it. 19:00 How do you release the pressure of responsibility and empower your team? 21:00 The personal development lessons entrepreneurship always brings. 25:00 Following fun and your zone of genius to create a new offer. 31:15 How did you get the confidence to be seen in the mastermind rooms you're in? 36:30 How to confidently introduce yourself in high-level mastermind rooms. 44:15 How to have your biggest launch ever. 51:00 How to use education as a sales tool for both digital and physical products. RESOURCES Check out the Bonus Content HERE! Join the FREE class & double the revenue of your next launch -  jasminestar.com/launch Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Jasmine: @jasminestar

Meet Tammy

It's time to rewrite the definition of “freelancer.” The entire freelancing market and industry are changing, and it's time to break free from surviving gig to gig and build a business that scales.Jamie Brindle joins us to share insights on how he built his own freelancing empire and now teaches others to do the same. He shares it all, including his content strategy and the number one thing freelancers are missing out on that could explode their businesses. If you're ready to break free of the cycle of gig‑to‑gig freelancing and build something that scales, this episode is for you.The Unbreakable Business podcast is powered by HoneyBook, the AI-powered CRM platform for anyone with clients. Scale yourself and your business with all your leads, clients, projects, and payments in one place. Use the code PODCAST to get 20% off your first year as a new member.Important sections of the conversation[1:22] From freelancer to “entre-lancer”[8:00] What to do if you feel trapped by your business[12:15] Why you should build your products in public[18:10] You don't have to be the best at what you do to be successful[22:16] Social media strategy for freelancers[33:49] The one thing freelancers are missing out on right now[41:57] Rapid fire questions[45:15] What does having an unbreakable business mean to you?Connect with the guest Website: jamiebrindle.ioInstagram: instagram.com/thejamiebrindle LinkedIn: linkedin.com/in/jamiebrindleConnect with the hostWebsite: podcast.honeybook.comIG: instagram.com/honeybookIG: instagram.com/akuakonadu_ Hosted on Acast. See acast.com/privacy for more information.

What if the most powerful program you'll ever launch… is you? Julie Deem sits down with Monica Bush, Executive Director of Legendary Smiles a she shares how her family's journey ignited her nonprofit 501(c)(3) serving the cleft and craniofacial community. From navigating surgeries and insurance battles to building statewide community and partnering with Smile Train, Monica opens up about self-doubt, faith-driven obedience, and the “boring” daily disciplines that sustain real leadership.If you've ever wondered how to start before you're ready this conversation is a lantern in the dark.Episode Highlights:How a personal challenge can become a purpose-driven nonprofit without a perfect plan.Daily disciplines that create momentum for leaders and moms.Practical ways to lead from a healthy place and leave comparison at the door.Advocacy tips for navigating healthcare and insurance in complex medical journeys.Why community building beats perfection and how to start with the people you serve.Faith-anchored mindsets that turn self-doubt into courageous action.Learn more about Legendary Smiles at:https://legendarysmiles.com/ Thank you Crossroads Community Church for hosting!Check them out at: https://ecrossroads.org/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

John Wheeler shares the financial metrics every med spa owner should be tracking, and why the right partnerships are like a “professional marriage.” At the heart of Alpha's strategy is a simple but powerful belief: details matter. From websites to treatment protocols, every touchpoint is crafted to be best-in-class—because in John's words, “everybody else's ceiling is our floor.”Alpha Aesthetics Partners is quickly becoming one of the biggest names in medical aesthetics, growing to 27 locations with plans for much more. CEO John Wheeler credits the company's success to an unshakable focus on culture, guided by core values like partner obsession and best in class everything.About John WheelerJohn Wheeler, the Chief Executive Officer of Alpha, is dedicated to partner obsession, making it his top priority and motivation each day. He focuses on ensuring the business operates smoothly and that partners have the best experience possible. In his role, John meets with each partner monthly for a 360-degree check-in, working to build and maintain Alpha's vibrant culture. He strives to nurture the amazing and fun tribe that is Alpha, ensuring a positive and collaborative environment for all.Learn more about Alpha Aesthetics PartnersConnect with John on LinkedInFollow John on Instagram @johnwheeler.alphaFollow Alpha Aesthetics Partners on Instagram @partnerwithalphaGuestJohn Wheeler, CEOAlpha Aesthetics PartnersHostTyler Terry, Director of Sales, MedSpaNextechPresented by Nextech, Aesthetically Speaking delves into the world of aesthetic practices, where art meets science, and innovation transforms beauty.With our team of experts we bring you unparalleled insights gained from years of collaborating with thousands of practices ranging from plastic surgery and dermatology to medical spas. Whether you're a seasoned professional or a budding entrepreneur, this podcast is tailored for you.Each episode is a deep dive into the trends, challenges, and triumphs that shape the aesthetic landscape. We'll explore the latest advancements in technology, share success stories, and provide invaluable perspectives that empower you to make informed decisions.Expect candid conversations with industry leaders, trailblazers and visionaries who are redefining the standards of excellence. From innovative treatments to business strategies, we cover it all.Our mission is to be your go-to resource for staying ahead in this ever-evolving field. So if you're passionate about aesthetics, eager to stay ahead of the curve and determined to elevate your practice, subscribe to the Aesthetically Speaking podcast.Let's embark on this transformative journey together where beauty meets business.About NextechIndustry-leading software for dermatology, medical spas, ophthalmology, orthopedics, and plastic surgery at https://www.nextech.com/ Follow Nextech on Instagram @nextechglowAesthetically Speaking is a production of The Axis: theaxis.io Theme music: I've Had Enough, Snake City

Chris and I have been leaning into connection rituals that help us romanticize our life, our marriage, and the businesses we've built. On a recent date night, we asked three questions that completely shifted our conversation, our energy, and the way we looked back on our week. In this episode, we share those exact three questions, how they gave us new insights, and why practicing gratitude, pride, and surprise is one of the best ways to keep your relationships, your work, and your life feeling vibrant instead of routine. Get ready to romanticize your life in the best way possible. 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 it's so important to romanticize your life, relationship, and business. The 3 questions we asked each other on date night. The question that forces you to reflect on what went right this week. The question that unlocks pride in how you showed up. Why asking about surprises forces you to get out of your comfort zone. How intentional questions create more intimacy with your partner, peers, or team. RESOURCES Join our VIP Mastermind Weekend (only 1 spot left) HERE! Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Chris: @chriswharder

In this must-listen episode of the Millionaire Car Salesman Podcast, host Sean V. Bradley and co-host L.A. Williams sit down with automotive veteran Jake Hales - Digital Operations Manager for Gee Automotive Group and advisory board member for Digital Dealer. With over 25 years of experience, Jake pulls back the curtain on how dealerships are transforming in the digital age and why this year's Digital Dealer Conference is a can't-miss event! “As an industry we don't have a technology problem. We have a utilization problem.” - Sean V. Bradley You'll get an inside look at how technology, AI, and digital innovation are reshaping the automotive industry… and why the smartest dealers are the ones investing in their growth, their teams, and their networks. But that's just the start. Jake also shares how Digital Dealer's revamped agenda is delivering more value than ever, with sessions designed to sharpen skills, expand connections, and equip attendees with strategies that can change the trajectory of their business! "The feedback was... we need to have more workshops. Because it's one thing to sit in a classroom and have people preach at you, it's another thing to get with the dealer next to you." - Jake Hales Ready to unlock your next level in automotive sales and leadership? Register now for the upcoming Digital Dealer Conference and use our exclusive code for 25% off your pass with Code: DealSyn. Don't miss your chance to be in the room where the future of automotive is being written: https://tinyurl.com/DSDD2025   Key Takeaways: ✅ The automotive industry must overcome its historical underutilization of technology by correctly setting up and managing CRM tools to enhance dealership operations. ✅ The Digital Dealer conference has undergone significant transformations to offer more hands-on workshops and concise, impactful presentations. ✅ Sales managers in particular need to leverage AI to streamline their responsibilities, which now encompass dealing with digital leads and customer interactions. ✅ Networking with industry peers and attending conferences can provide invaluable insights, practical solutions, and personal growth opportunities within the automotive sector. ✅ Embracing a forward-thinking approach with AI integration can greatly enhance the efficiency and effectiveness of dealership operations.   About Jake Hales Jake Hales is a seasoned automotive professional with over 25 years of experience. He has built a notable career spanning roles in retail sales, OEM operations with Toyota, consulting, and software delivery. Currently, Jake is the Digital Operations Manager at Gee Automotive Group, where he oversees digital transformations related to CRM and phone systems for a group of 40 dealerships. In addition, Jake serves on the advisory board for Digital Dealer, where he contributes his expertise to shape the future of automotive conferences.   Maximizing the Potential of CRMs: Harnessing AI, Innovation, and Conferences to Revolutionize the Automotive Industry Key Takeaways The automotive industry is not limited by a lack of technology but by its proper utilization and management. The upcoming Digital Dealer conference promises to revitalize and refocus learning and networking opportunities, featuring a new format aimed at more practical engagement. Artificial intelligence (AI) offers transformative possibilities, yet many current solutions overlook critical integrations and real-world dealership problems.   The Underutilization of Automotive CRM Systems For decades, the automotive industry has struggled not with a lack of technology but with effectively utilizing the technology it already possesses. Sean V. Bradley, a renowned expert in automotive sales, makes no bones about this: "Our industry has never had a deficiency of technology. Our industry has a deficiency to proper utilization." With 90% of all Customer Relationship Management (CRM) systems not being set up or managed correctly, it's evident that the problem isn't technological capability but strategic implementation. CRMs should be the backbone of any dealership, providing a 360-degree view of customers, and leveraging data for both sales and service. Yet, the potential of these systems is frequently left untapped. As dealerships continue to struggle with lower sales numbers post-pandemic, the conversation pivots not just toward adopting new technology, but ensuring the mastery of what's already available. Bradley adds, "If we're not understanding it and we're not utilizing it, all we're doing is shuffling the deck." The implications of this are profound: for dealerships to remain competitive, they must move beyond merely possessing tools to mastering them. This means in-depth training, cross-departmental integration, and reevaluating the traditional dealership roles to foster a tech-centric culture that thrives on data-driven decision-making. Revamping the Digital Dealer Conference for Future Success In response to fluctuating attendance and shifting industry needs, the Digital Dealer conference has decided on a seismic reformation. In its previous iterations, feedback highlighted challenges with overcrowded vendor spaces and less focus on value. As Jake Hales, a digital operations expert and advisory board member for Digital Dealer, notes, the shift aims to address these concerns head-on with an upgraded format. "We need to have more workshops," Hales explains. The conference will transition into a dynamic hub of activity, featuring TEDx-style sessions for high-level insights and deeper, hands-on workshops for applied learning. This bifurcated approach allows for more intensive engagement on practical issues, breaking away from the traditional passive learning structure. "The challenge of having hour-long sessions is you do end up getting into minutiae," Hales states. With the introduction of compressed 25-minute TEDx sessions, speakers are encouraged to distill critical insights into compelling, actionable narratives. Complementing these are extended workshops where attendees can "get into the weeds," fostering a collaborative environment designed to dive deep into solutions for current dealership challenges. The Promise and Pitfalls of Artificial Intelligence in Automotive Artificial Intelligence is hailed as a transformative force ready to revolutionize automotive sales and operations. However, both Bradley and Hales offer a word of caution: between the promise and delivery of AI lies a gulf that only purpose-driven integration can bridge. "The magic sauce hasn't come out yet," Hales asserts, with many AI applications failing to address real dealership needs. Bradley elaborates, emphasizing the noise in the market: "There's all these fugazi AI companies… either don't have Internet integration, they don't have funding, or they're just batshit crazy." To navigate this landscape, dealerships must sift through these options, hone in on solutions that offer genuine integrative benefits, and take advantage of AI capabilities across CRM systems, predictive modeling, and customer engagement. There is significant potential for AI to handle repetitive and time-consuming tasks, thereby freeing up human resources for roles that require nuanced decision-making and relationship-building. As Hales points out, AI can ameliorate the juggling act performed by overstretched managers. Translating customer interactions through multilanguage support, for example, can help unlock underserved markets. Yet the broader adoption of AI will succeed only if anchored in realistic, performance-enhancing applications tailored to dealership exigencies. By engaging more deeply with AI tools and formats that prioritize education and partnership over exploitation, the automotive industry can transcend current inefficiencies, cultivating a more informed, agile, and customer-centric ethos that distinguishes the leaders from the laggards. Nurturing Growth Through Networking and Engagement Undoubtedly, one of the key pillars for advancing within an evolving field such as automotive sales is networking—an undertaking the industry hardly emphasizes beyond simple introductions. Conferences like Digital Dealer are excellent avenues for fostering these connections, providing invaluable face-time with peers and industry leaders. These interactions offer unforeseen insights that even profound technological acumen might overlook. "You're not going to send any of these folks back to school," Hales articulates, noting the practical limitations that educational programs face. His assertion dovetails seamlessly with observations made by others on the importance of dealer collaboration, not only for shared learning but for driving collective progress. Bradley points out, "It's being in the know," emphasizing that much of a conference's value lies in stripping away feelings of isolation by exposing shared challenges and innovative responses. Setting the stage for engagement at the fringes of formal sessions allows meaningful discourse to flourish—nurturing growth and acting as a backbone for individual and team success. Real-world applications and success stories are brought to the forefront, transforming simple education into actionable strategy. Dealer culture, intrinsically rooted in kinesthetic, hands-on modalities, thrives on involvement rather than observation. Specialized sessions, think tanks, and non-static formats invite participants to dive directly into problem-solving, accommodating varying levels of expertise and empowering professionals to be proactive catalysts in their own success stories. With every session, conference, and professional engagement, the automotive industry sharpen its competitive edge by cultivating a culture where mastery of technology and collaborative ingenuity work hand-in-hand to defy traditional constraints and embrace innovative possibilities.   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!

Have you ever meant to follow up with a patient… and then life happened? The sticky notes, the to-do lists, the reminders you forgot to check, and suddenly a week  has gone by. At this point, it feels awkward to respond, and you realize you seriously dropped the ball. I've been there, and it's no fun. In this personal episode of The Clinical Entrepreneur Podcast, I'm sharing what's not been working and how I've finally figured out how to automate these follow-up tasks in a way that feels human, not robotic.  Good intentions and a memory-dependent system will never get the job done consistently. But I finally figured out how to create follow-up automations that feel human, sound human, and make the patient/recipient feel as if they're talking to me.  Here's what you'll learn in this episode: Why manual follow-ups will always break down (it's not your fault) The mindset shift that makes automation feel personal, not cold Why Practice Better or Jane can't replace a real CRM (and how they work together) The 3-step starter plan to simplify tags and build one workflow at a time Quick-win automations you can set up now… like new patient check-ins, supplement nudges, and reactivations How AI can help you write evergreen messages that sound warm and human And because I don't want you to just hear the idea, I want you to use it, I've also included a free resource with the exact Review Request Automation we use in our practice. It's short, simple, and effective. Tag the right patients, let it run, and watch those reviews come in like clockwork.

Host Justin Tuminowski sits down with Texas investors Lance & Jessie Riggen to unpack their full creative-finance playbook on a 42-pad mobile home/RV park in Midland, TX. They found the deal on a listing site, negotiated $1.4M seller financing at 7.5% with 10% down and 18 months interest-only, then battled deferred maintenance, septic surprises, vacancies, and weak management. Perfect for anyone learning creative finance, JV structuring, and mobile home park repositioning—with real numbers, real problems, and real solutions. If you've got a Sunbelt deal or want in on their “deal room,” connect with Lance on IG: https://www.instagram.com/lanceriggen/ ➡️ Learn the Multifamily Investing hack from Pace LIVE: https://subto.sjv.io/JKNB7E  ➡️ Meet Pace on the Creative Nation Tour: https://bit.ly/GetCreativeNationTour ➡️ 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 Jason Ackerman, founder of Wealth Rabbit, shares his journey from early startup challenges to scaling a thriving food innovation company. He opens up about the lessons he learned in leadership, resilience, and adapting to industry disruptions. Jason explains how Wealth Rabbit is transforming meal delivery through innovation and efficiency. He also highlights the importance of building strong teams and staying customer-focused in a competitive market. Listeners will walk away with inspiration, strategies, and actionable insights for growing their own ventures. 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? According to Jason Ackerman, the hardest part of growing a small business is scaling while staying focused. He highlights the struggle of balancing growth with stability and managing limited cash flow. Finding and keeping the right team members who share the vision is another major challenge. He also stresses the need to adapt quickly to disruptions in fast-changing industries. Overall, sustaining growth without losing direction is the toughest hurdle for entrepreneurs. What's your favorite business book that has helped you the most? Jason Ackerman has mentioned that one of the books that helped him the most is “The Manual” by Epictetus. Even though it isn't a traditional business book, he considers it powerful because its lessons on discipline, perspective, and resilience apply directly to entrepreneurship and leadership. The timeless wisdom in it helped him stay grounded while navigating the uncertainty and challenges of building and scaling a business. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Jason Ackerman recommends several great resources for entrepreneurs looking to grow a small business. His own show, Best Hour of Their Day, dives into leadership, fitness business, and growth strategies. He has also appeared on Two-Brain Radio and the Grow Your Nutrition Business Podcast, where he shares lessons on scaling, coaching, and avoiding common mistakes. For finance and compliance insights, his appearance on The Bandit Room (“A Lot of Letters with CPA Jason Ackerman”) is also valuable. Together, these podcasts offer practical advice on leadership, scaling, and financial management for small business owners. What tool or resource would you recommend to grow a small business? Jason Ackerman often stresses the importance of tools that streamline growth, and one he'd recommend is a CRM system to manage customer relationships effectively. A CRM helps track leads, follow-ups, and client interactions, preventing missed opportunities. Alongside this, he highlights the value of consistent content and marketing, supported by scheduling tools like Buffer or Hootsuite. Automation platforms such as Zapier can further save time by handling repetitive tasks. Together, these resources free business owners to focus on strategy, scaling, and customer satisfaction. What advice would you give yourself on day one of starting out in business? Jason Ackerman's advice to his younger self on day one of starting a business would be to focus on the long game and not chase perfection right away. He often emphasizes that mistakes are part of the process, and instead of fearing them, new entrepreneurs should learn quickly and adapt. He would remind himself to surround his journey with the right people—mentors, partners, and team members who share the vision and values. He also stresses the importance of patience, since success rarely comes overnight, and consistency matters more than quick wins. Most importantly, he'd tell himself to stay true to his mission and not get distracted by comparisons or trends that don't align with the bigger picture. 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: Success in business isn't about speed, it's about consistency and resilience – Jason Ackerman Stay true to your mission, and the noise of distraction fades away – Jason Ackerman Every mistake is the tuition you pay for the lessons of entrepreneurship – Jason Ackerman      

In our fifth and final Techtember episode this year, Real Estate Team OS brings you the co-founders of Lab Coat Agents in conversations at the intersection of AI and relationships.In just 20 minutes, Tristan Ahumada recommends top tech tools for today's environment, why agents who use AI won't replace agents who don't, the right way to differentiate through tech, and a simple process to keep up with the latest trends.Then, in under 20 minutes, Nick Baldwin breaks down the marketing challenge of meeting client expectations, how to get better results from ChatGPT, and how he's blending in-person and tech-enabled experiences as he heads back into production as an agent.TRISTAN AHUMADABefore he founded Lab Coat Agents, Tristan Ahumada built a tech-forward reputation in his first real estate office and then in his local real estate market.Over the past 20 years, he's remained a “10 out of 10” in his passion for new tools and tech to empower agents, teams, and brokerages. He returns to Real Estate Team OS to talk about AI, attention and relationships and brings both trends and counter-trends to the conversation.Tristan recommends specific tools and challenges common hype.Watch or listen for Tristan Ahumada's insights into:The first three tools/tech he'd buy if he were a new agent todayWhy agents who don't use AI or social media won't get “replaced”Why the value of in-person experiences and human-to-human communication will increase in the futureThe right way to differentiate through technologyA simple process to keep up with tech opportunities and trendsNICK BALDWINWhat happens when a self-described “incurable” shiny object syndrome tech junkie returns to real estate sales production?Based on his 20 years in the business, Nick Baldwin shares how he went from manually uploading listings before IDX existed to building a tech stack powered by AI, automation, and a healthy dose of human touch.Along the way, he shares helpful tips to improve your marketing and to get more out of ChatGPT.Watch or listen for Nick Baldwin's insights into:Nick's “incurable” shiny object syndrome dating back to a time of pre-IDX, manual adding of listings to his team's websiteA generational gap: why agents struggle with content and what consumers expect nowWhy consumers don't care about your tech and what they care about insteadHow to talk to ChatGPT for better, more specific resultsThe fine line between helpful and “weird” when using tech to remember client detailsWhy open houses are still a goldmine—and how to maximize them with digital follow-upNick's picks for CRM, lead gen, and AI tools as he heads back into productionMentioned in this episode:→ First episode with Tristan Ahumada https://www.realestateteamos.com/episode/tristan-ahumada-keys-real-estate-team-success-fubcon→ Tube Buddy https://www.tubebuddy.com/→ CapCut https://www.capcut.com/→ Claude https://claude.ai/→ ChatGPT https://chatgpt.com/→ Lab Coat Agents https://www.facebook.com/groups/labcoatagents/→ Your Daily Real Estate https://www.youtube.com/channel/UCdD80T1OmYdwSLTcH9VNQHwConnect with Tristan Ahumada:→ https://www.instagram.com/tristan.ahumada/→ https://bio.site/tristanahumadaConnect with Nick Baldwin:→ Facebook: https://www.facebook.com/NickBaldwin79→ Email: nickbaldwin1979 at gmail dot com→ Icenhower Coaching and Training: https://therealestatetrainer.com/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

You don't need more ideas. You just need to capture the ones you're already saying. In this episode of Recruiting Conversations, I walk through how to turn transcripts, meeting notes, and Zoom recordings into usable content, coaching tools, and recruiting systems. If you're already leading, already coaching, already solving problems—your best recruiting content is already being created. This episode gives you the step-by-step process for turning those raw conversations into repeatable resources that scale. Episode Breakdown [00:00] Introduction – The question: How do I convert Zoom transcripts or meeting notes into something that actually helps me recruit? [01:00] Step 1: Record Your Best Thinking – Capture Zoom calls, save transcripts, jot down notes when clarity happens. [02:00] Step 2: Mine the Gold – Look for “content moments” where you shared a framework, told a story, explained a system, or answered a tough question. [03:00] Step 3: Clip and Save – Grab a paragraph or two from the transcript. These become social posts, slides, scripts, or onboarding docs. [04:00] Step 4: Organize by Theme – Tag and store clips by category: objections, onboarding, comp, time management, retention, etc. [04:30] Step 5: Build the Playbook – Use real answers from real conversations to build your recruiting system and coaching tools. [05:30] Step 6: Multiply Your Message – A single moment becomes a LinkedIn post, a drip email, a recruiting script, a video. [06:30] Step 7: Create a Simple System – Use a Google Doc, CRM, or virtual assistant to track and tag your content moments weekly. [07:30] Final Challenge – Skim one transcript this week. Find a clear, helpful moment. Polish it. Post it. Save it. Start building your content vault. Key Takeaways You're Already Saying Great Stuff – Your Zoom calls and meetings are full of coaching gold. Start capturing it. Content Moments Are Everywhere – A repeatable answer, story, or framework is the seed for great content. Don't Start From Scratch – Build your recruiting assets from what you've already done well. Organize by Theme – Tag moments so they're searchable and usable across coaching, recruiting, onboarding, and social. Scale Through Consistency – One transcript a week becomes a full library in 90 days. You don't need a content team. You need a system. Your leadership already exists. Now it's time to multiply it. Want help building a playbook from your own transcripts or Zoom notes? Subscribe to my weekly email at 4crecruiting.com or book a strategy session at bookrichardnow.com. Let's scale your message, your influence, and your recruiting.

In this episode, Brandon and I wrestle with a tough reality: what happens when disagreement turns into dehumanization, and free speech no longer feels safe? I share how one of my posts spiraled into thousands of views and heated comments, leaving me questioning how we've arrived at a place where words can provoke violence, and why leaders often stay silent. Brandon brings a veteran's perspective on what's at stake when we forget the sacrifice that secured our ability to speak freely. This isn't about politics-it's about leadership, humanity, and protecting the freedom to have hard conversations. -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.

We are super excited to let you know that we've made MAJOR enhancements to DetailBookie's integration with SQAURE. Plus updates on RoadFS Payments with Paystri.In this episode of the RoadFS & DetailBookie Podcast, Jody and Rod dive into exciting new software updates and what they mean for detailers. • Big Announcement: DetailBookie now has full Square integration—from web payments to card readers and recurring billing.• Payment Flexibility: Introducing Pastry Payments inside RotaFest, giving detailers more options and lower fees.• Upcoming Events: From Kentucky to SEMA, the team is hitting the road to connect with the detailing community.• New Features Coming Soon: Automated reporting, customer reminders, and even customer-uploaded photos are on the horizon.• Free CRM Strategy Sessions: Jody and Rod are offering 30-minute consultations to help detailers • decide if it's time to adopt a CRM or switch platforms.• Community First: Listener questions, feature requests, and a focus on helping detailers WIN—no matter which software they use.We are working to make it EASIER for you to get paid!Hosts:Jody Sedrick & Rod Puzey

Each episode on Unstoppable Mindset I ask all of you and my guests to feel free to introduce me to others who would be good guests on our podcast. Our guest this time, Erin Edgar, is a guest introduced to me by a past podcast guest, Rob Wentz. Rob told me that Erin is inspirational and would be interesting and that she would have a lot to offer you, our audience. Rob was right on all counts. Erin Edgar was born blind. Her parents adopted an attitude that would raise their daughter with a positive attitude about herself. She was encouraged and when barriers were put in her way as a youth, her parents helped her fight to be able to participate and thrive. For a time, she attended the Indiana School for the Blind. Her family moved to Georgia where Erin attended high school. After high school, Erin wanted to go to college where she felt there would be a supportive program that would welcome her on campus. She attended the University of North Carolina at Chapple Hill. After graduating she decided to continue at UNC where she wanted to study law. The same program that gave her so much assistance during her undergraduate days was not able to provide the same services to Erin the graduate student. Even so, Erin had learned how to live, survive and obtain what she needed to go through the law program. After she received her law degree Erin began to do what she always wanted to do: She wanted to use the law to help people. So, she worked in programs such as Legal Aid in North Carolina and she also spent time as a mediator. She will describe all that for us. Like a number of people, when the pandemic began, she decided to pivot and start her own law firm. She focuses on estate planning. We have a good discussion about topics such as the differences between a will and a living trust. Erin offers many relevant and poignant thoughts and words of advice we all can find helpful. Erin is unstoppable by any standard as you will see. About the Guest: Erin Edgar, Esq., is a caring, heart-centered attorney, inspirational speaker and vocal artist. She loves helping clients: -- Plan for the future of their lives and businesses, ensuring that they have the support they need and helping them find ways to provide for their loved ones upon death. --Ensure that the leave a legacy of love and reflect client values -- Find creative ways that allow them to impact the world with a lasting legacy. She is passionate about connecting with clients on a heart level. She loves witnessing her clients as she guides them to transform their intentions for their loved ones into a lasting legacy through the estate planning process. Erin speaks about ways to meld proven legal tools, strategies, and customization with the creative process to design legal solutions that give people peace of mind, clarity, and the assurance that their loved ones will be taken care of, and the world will be left a better place Ways to connect with Erin: Facebook: https://facebook.com/erin-edgar-legal LinkedIn: https://linkedin.com/in/erinedgar About the Host: Michael Hingson is a New York Times best-selling author, international lecturer, and Chief Vision Officer for accessiBe. Michael, blind since birth, survived the 9/11 attacks with the help of his guide dog Roselle. This story is the subject of his best-selling book, Thunder Dog. Michael gives over 100 presentations around the world each year speaking to influential groups such as Exxon Mobile, AT&T, Federal Express, Scripps College, Rutgers University, Children's Hospital, and the American Red Cross just to name a few. He is Ambassador for the National Braille Literacy Campaign for the National Federation of the Blind and also serves as Ambassador for the American Humane Association's 2012 Hero Dog Awards. https://michaelhingson.com https://www.facebook.com/michael.hingson.author.speaker/ https://twitter.com/mhingson https://www.youtube.com/user/mhingson https://www.linkedin.com/in/michaelhingson/ accessiBe Links https://accessibe.com/ https://www.youtube.com/c/accessiBe https://www.linkedin.com/company/accessibe/mycompany/ https://www.facebook.com/accessibe/ Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can subscribe in your favorite podcast app. You can also support our podcast through our tip jar https://tips.pinecast.com/jar/unstoppable-mindset . Leave us an Apple Podcasts review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts. Transcription Notes: Michael Hingson ** 00:00 Access Cast and accessiBe Initiative presents Unstoppable Mindset. The podcast where inclusion, diversity and the unexpected meet. Hi, I'm Michael Hingson, Chief Vision Officer for accessiBe and the author of the number one New York Times bestselling book, Thunder dog, the story of a blind man, his guide dog and the triumph of trust. Thanks for joining me on my podcast as we explore our own blinding fears of inclusion unacceptance and our resistance to change. We will discover the idea that no matter the situation, or the people we encounter, our own fears, and prejudices often are our strongest barriers to moving forward. The unstoppable mindset podcast is sponsored by accessiBe, that's a c c e s s i capital B e. Visit www.accessibe.com to learn how you can make your website accessible for persons with disabilities. And to help make the internet fully inclusive by the year 2025. Glad you dropped by we're happy to meet you and to have you here with us.   Michael Hingson ** 01:21 Hi everyone, and welcome to another edition of unstoppable mindset. We're glad that you're here with us, wherever you may be. Hope the day is going well, and we have Erin Edgar on our episode today. Edgar is a very interesting person in a lot of ways. She's a caring, heart centered attorney. She is also an inspirational speaker and a vocal artist. I'm not sure whether vocal artistry comes into play when she's in the courtroom, but we won't worry about that too much. I assume that you don't sing to your judges when you're trying to deal with something. But anyway, I'll let her answer that. I'm just trying to cause trouble, but Erin again. We're really glad you're with us. We really appreciate you being here, and I know you do a lot with estate planning and other kinds of things that'll be fun to talk about. So welcome to unstoppable mindset.   Erin Edgar ** 02:14 Thank you, Michael. It's great to be here, and I haven't sung in a courtroom or a courthouse yet, but I wouldn't rule it out.   Michael Hingson ** 02:23 I have someone who I know who also has a guide dog and his diet. His guide dog, it's been a while since I've seen him, but his guide dog tended to be very vocal, especially at unexpected times, and he said that occasionally happened in the courtroom, which really busted up the place. Oh, dear.   Erin Edgar ** 02:45 I imagine that would draw some smiles, hopefully, smiles.   Michael Hingson ** 02:48 Well, they were, yeah, do you, do you appear in court much?   Erin Edgar ** 02:53 Um, no, the type of law that I practice, I'm usually, I don't think I've ever appeared in court after I've written people's wills, but I have done previous things where I was in court mediating disputes, which is a kind of a separate thing that I used to do, so I've been in court just not recently. Yeah.   Michael Hingson ** 03:17 Well, that's understandable. Well, let's start a little bit with the early Erin and growing up and all that sort of stuff. Tell us about that? Sure.   Erin Edgar ** 03:26 So I was born in cold, gray Indiana, and, yeah, chilly in the wintertime, and I started out I was blind from birth, so my parents thought it would be a good idea to send me to the school for the blind for a while. And back when I was born, um, teen years ago, they did not mainstream visually impaired and disabled students in that state, so you went where you could, and I was at the blind school for until I reached third grade, and then we moved to Georgia, and I've been in the south ever since I live in North Carolina now, and I started going to public schools in fourth grade, and continued on that route all the way up through high school.   Michael Hingson ** 04:21 Oh, okay. And so then, what did you do?   Erin Edgar ** 04:29 So after, after that, I, you know, I was one of those high school students. I really wanted to get out of dodge and leave my high school behind. I went visiting a couple of colleges in Georgia, and I said to my parents, I said, I really don't like this. It's like going to high school again. Literally, I was meeting people I had been in high school with, and I decided, and was very grateful that my parents. Were able to rig it some way so that I could go to an out of state school. And I went to UNC Chapel Hill here in North Carolina, Tar Heels all the way. And I was there for undergrad. And then I got into law school there as well, which I was very excited about, because I didn't have to go anywhere, and graduated from law school again a while ago in the early 2000s   Michael Hingson ** 05:31 Okay, and so then you went straight into law from that.   Erin Edgar ** 05:37 I didn't I did some other things before I actually went into law itself. I worked with some local advocacy organizations, and I also mediated, as I said earlier, I did mediations with the county court, helping mediate criminal disputes. And we're talking about like things with you get in a dispute with your neighbor and you yell at each other, those kind of People's Court type things. They were fun and interesting. And then I did go into law. After that, I started working with Legal Aid of North Carolina, which is a an organization that helps people in poverty who cannot afford a lawyer to go and have have their options communicated to them and some help given to them regarding their public benefits or certain other, you know, public things that we could help with we weren't able to help with any personal injury, or, you know, any of the fun stuff you see on TV. So and then, when the pandemic hit, I started my own law practice and completely changed gears and went into writing estate plans and wills for a living.   Michael Hingson ** 07:07 Do you think that your time doing mediation work and so on taught you a lot about humanity and human nature and people?   Erin Edgar ** 07:16 It did. I bet it did. It was invaluable, actually, in that area taught me a lot about, I don't know necessarily, about human nature. However, it did teach me a lot about how to talk to people who were on different pages. You know, they had, perhaps, values and principles that weren't quite the same, where they had a different way of looking at the same exact situation, and how to bring those those people together and allow them to connect on a deeper level, rather than the argument we're able to get them to agree to kind of move forward from that, so nobody has to be found guilty, right? And you know a judge doesn't have and you don't have to drag a criminal conviction around with you. I think the most rewarding cases that I had, by far were the education cases. Because I don't know if anyone knows this, but in most states, in the United States, if you don't send your kids to school, you are guilty of a crime. It's called truancy, and you can be arrested. Well, the county that I live in was very forward thinking, and the school system and the court said, that's kind of dumb. We don't want to arrest parents if their kids aren't going to school, there's something behind it. You know, there the school is not providing what the child needs. The child's acting out for some reason, and we need to get to the bottom of it. So what they did was they set up a process whereby we come in as neutral observers. We did not work for the court. We were part of a separate organization, and have a school social worker there or counselor, and also have a parent there, and they could talk through the issues. And in a lot of cases, if the children were old enough, they were teenagers, they were there, and they could talk about it from their perspective. And truly amazing things came out of those situations. We could just we would discover that the children had a behavioral issue or even a disability that had not been recognized, and were able to come up with plans to address that with you know, or the school was with our help,   Michael Hingson ** 09:42 going back a little bit, how did your parents deal with the fact that you were blind? I gather it was a fairly positive experience   Erin Edgar ** 09:50 for me. It was positive. I was so fortunate, and I'm still so grateful to this day for having parents who you. I were very forward thinking, and advocated for me to have and do whatever, not whatever I wanted, because I was far from spoiled, but, you know, whatever, yeah, yeah, you know. But whatever, however I wanted to be successful, they advocated for me. And so my mother actually told me, you know, when I was born, they went through all the parent things like, oh, gosh, what did we do wrong? You know, why is God punishing us? You know, all that. And they, very early on, found support groups for, you know, parents with children with either blindness or disabilities of some sort, and that was a great source of help to them. And as I grew up, they made every effort to ensure that I had people who could teach me, if they couldn't, you know, how to interact with other children. I think, for a while when I was very little, and I actually kind of remember this, they hired an occupational therapist to come and teach me how to play with kids, because not only was I blind, but I was an only child, so I didn't have brothers and sisters to interact with, and that whole play thing was kind of a mystery to me, and I remember it sort of vaguely, but that's just A demonstration that they wanted me to have the best life possible and to be fully integrated into the sighted world as much as possible. So when I was at the blind school, and I was in this residential environment, and there was an added bonus that my parents didn't really weren't happy in their jobs either, and they weren't happy with the education I was getting, that they decided, well, we're just going to pick up and move and that was, quite frankly, as I look back on it now, a huge risk for them. And they did it, you know, 50% for me and 50% for them, maybe even 6040, but as I look back on it now, it's another demonstration of how supportive they were, and all the way through my school age years, were very active in ensuring that I had everything that I needed and that I had the support that I needed.   Michael Hingson ** 12:19 That's cool. How did it go when you went to college at UNC?   Erin Edgar ** 12:25 Yeah, that's an interesting question, a very good question.   Michael Hingson ** 12:29 You didn't play basketball, I assume? Oh no, I figured you had other things to do.   Erin Edgar ** 12:33 Yeah, I had other stuff to do. I sang in the choir and sang with the medieval chorus group, and, you know, all this other, like, musical geek, geeky stuff. But, or, and when we were looking for colleges and universities, one of the criteria was they had to have a solid kind of, like disability, slash visually impaired center, or, you know, support staff that would help in, you know, allow people with disabilities to go through the university. So at UNC Chapel Hill, the they had as part of their student affairs department Disability Services, and it just so happened that they were very aware of accommodations that blind people needed. I wasn't the first blind student to go through undergrad there. That's not law school, that's undergrad. And so you know, how much was it? Time and a half on on tests if I was doing them on the computer, double time if I was doing them in Braille. A lot of the tests were in Braille because they had the technology to do it. And also the gentleman who ran the Disability Services Department, I think, knew Braille, if I'm not mistaken, and could transcribe if necessary. But I was at the stage at that point where I was typing most of my exams anyway, and didn't need much that was in Braille, because I had books either electronically or they had a network of folks in the community that would volunteer to read if there was not, you know, available textbooks from RFD, and what is it, RFP and D? Now was at the time, yeah, now Learning Ally, there wasn't a Bookshare at that time, so we couldn't use Bookshare, but if there weren't textbooks available, they would have people in the community who would read them for them, and they would get paid a little bit. Now, when I went to law school, it was a totally different ball game, because I was the first law student who was blind, that UNC Chapel Hill had had, and it was a different school within the school, so that student affairs department was not part of law school anymore, and we had quite a time the first semester getting my book. Works in a format that I could read them in. They did eventually, kind of broker a deal, if you will, with the publishers who were either Thompson Reuters or Westlaw at the time to get electronic versions. They were floppy disks. This is how old I am. Floppy disks. They were in this weird format. I think it was word perfect or something. Usually it was, and they   Michael Hingson ** 15:27 didn't really have a lot of them new or no, they didn't know now, newer publishing system,   Erin Edgar ** 15:32 yeah, there wasn't PDF even, I don't think, at the time. And the agreement was I could get those, and I actually had to buy the print textbooks as well. So I have this whole bookcase of law books that are virgin, unopened, almost. And they are, you know, some of them almost 25 years old, never been opened and of no use to anyone. But I have them, and they look nice sitting down there in that bookshelf antiques books. They're antiques. So the first year was a little rough, because for a while I didn't have books, and we were able to make arrangements so that I could kind of make up some classes on a later year and switch things around a little bit. And it ended up all working out really well once we got started.   Michael Hingson ** 16:16 Yeah, I remember when I was going through getting my bachelor's and master's in physics, I needed the books in braille because, well, it's the only way to be able to really deal with the subject. You can't do it nearly as well from recordings, although now there's a little bit better capability through recording, because we have the DayZ format and so on. But still, it's not the same as reading it in Braille and for mathematics and physics and so on. I think that the only way to really do it is in Braille. And we had challenges because professors didn't want to decide what books to use until the last minute, because then, oh, a new book might be coming out and we want to get the latest book, and that didn't work for me, right? Because I had a network that I, in part, I developed with the Department of Rehabilitation out here, helped our office for disabled students didn't really have the resources to know it. They were very supportive. They just didn't really deal with it. But the bottom line is that we had to develop, I had to develop the network of transcribers, but they needed three to six months to do the books, at least three months and and sometimes I would get them one or two volumes at a time, and they barely kept ahead of the class. But, you know, it worked, but professors resisted it. And my the person who ran the Office for Students with Disabilities, said, Look, you have to work on these things, but if you're not getting cooperation from professors, and you come and tell me, and I will use the power of this office to get you what you need, there's another thing you might consider doing, she said. And I said, What's that? And Jan said, Go meet the chancellor. Make friends, yeah, friends in high places. And so I did. And Dan, oh, there you go. Became pretty good friends over the years, which was pretty cool,   Erin Edgar ** 18:15 you know, it was weird because we didn't, I didn't have that problem with the professors. They were, you know, I had a couple of old codgers, but they weren't really worried about the books. They were fine with me having the books, but it was the publishers. The publishers were irritated that that I needed them, and, you know, in an alternative format. And I didn't really, I was not. I was one of those people that if someone said they were going to do something for me, I kind of let people do it. And at the time, I was really not an advocate, advocator for myself, at that time, a very good self advocate. And so I kind of let the school interface with that. I think it would have been really interesting, if I look back on it, for me to have taken a hand in that. And I wonder what would have happened well, and at this point, you know, it's neither here nor there, but that's really fascinating. Making Friends with the chancellor, sometimes you have to do stuff like that   Michael Hingson ** 19:15 well. And the idea was really to get to know Him. And what there was, well, obviously other motivations, like, if we needed to go to a higher court to get help, we could go to the chancellor. I never had to do that, but, but the reason for meeting him and getting to know him was really just to do it and to have fun doing it. So we did,   Erin Edgar ** 19:36 yeah, and I kind of had a comparable experience. I met the Dean of the Law School for that very reason. And he said, you know, if you've got trouble, come to me, my parents got involved a little bit. And we all, you know, met together and maybe even separately at some points just to make sure that I had everything that I needed at various times. Mm. Yeah, and I made friends with the some of the assistant deans at the law school, in particular because of the situation, and one of whom was the Dean of the Law School Student Affairs, who was helping me to get what I needed. And for a while, when I was in law school and beyond. He was like, We lent books to each other. It was very funny. We found out we had the same reading tastes beyond law books. It wasn't, you know, legal at all, but we were like, trading books and things. So a lot of really good relationships came out of that.   Michael Hingson ** 20:37 And I think that's extremely important to to do. And I think that's one of the things that that offices for students with disabilities that tend to want to do everything for you. I think that's one of the things that it's a problem with those offices, because if you don't learn to do them, and if you don't learn to do them in college, how are you going to be able to be able to really act independently and as an advocate after college, so you have to learn that stuff   Erin Edgar ** 21:05 Absolutely. That's a very good point.   Michael Hingson ** 21:09 So I, I think it was extremely important to do it, and we did, and had a lot of fun doing it. So it was, was good. What are some of the biggest misconceptions you think that people had about you as a blind child growing up?   Erin Edgar ** 21:25 Oh yeah, that's a great question. I think that one of the biggest misconceptions that people had about me, especially when I was younger, is that I would know I would be sort of relegated to staying at home with parents all of my life, or being a stay at home parent and not able to be kind of professionally employed and earning, you know, earning a living wage. Now, I have my own business, and that's where most of my money goes at the same at this point. So, you know, earning a living wage might be up in the air at the moment. Ha, ha. But the the one thing I think that the biggest misconception that people had, and this is even like teachers at the blind school, it was very rare for blind children of my age to grow up and be, you know, professionals in, I don't want to say high places, but like people able to support themselves without a government benefit backing them up. And it was kind of always assumed that we would be in that category, that we would be less able than our sighted peers to do that. And so that was a huge misconception, even you know, in the school that I was attending. I think that was the, really the main one and one misconception that I had then and still have today, is that if I'm blind, I can't speak for myself. This still happens today. For instance, if I'm if I want, if I'm going somewhere and I just happen to be with someone sighted, they will talk whoever I'm, wherever I'm at, they will talk to the sighted person, right? They won't talk to you. They won't talk to me. And so, for instance, simple example, if I'm somewhere with my husband, and we happen to be walking together and we go somewhere that I need to go, they will talk to him because he's guiding me, and they won't talk. And he's like, don't talk to me. I have no idea, you know, talk to her, and part of that is I'm half a step behind him. People naturally gravitate to the people that are leading. However, I noticed, even when I was a young adult, and I would go, you know, to the doctor, and I would be with my my parents, like, maybe I'm visiting them, and I need to go to the doctor, they would talk to them and not me, yeah, which is kind of sad. And I think it happens a lot, a lot more than people realize.   Michael Hingson ** 24:10 Yeah, it does. And one of my favorite stories is, is this, I got married in 1982 and my wife has always been, or had always been. She passed away in 2022 but she was always in a wheelchair. And we went to a restaurant one Saturday for breakfast. We were standing at the counter waiting to be seated, and the hostess was behind the counter, and nothing was happening. And finally, Karen said to me, she doesn't know who to talk to, you know? Because Karen, of course, is, is in a wheelchair, so actually, she's clearly shorter than this, this person behind the counter, and then there's me and and, of course, I'm not making eye contact, and so Karen just said she doesn't know who to talk to. I said, you know? All she's gotta do is ask us where we would like to sit or if we'd like to have breakfast, and we can make it work. Well, she she got the message, and she did, and the rest of the the day went fine, but that was really kind of funny, that we had two of us, and she just didn't know how to deal with either of us, which was kind of cute. Mm, hmm. Well, you know, it brings up another question. You use the term earlier, visually impaired. There's been a lot of effort over the years. A lot of the professionals, if you will, created this whole terminology of visually impaired, and they say, well, you're blind or you're visually impaired. And visually impaired means you're not totally blind, but, but you're still visually impaired. And finally, blind people, I think, are starting to realize what people who are deaf learned a long time ago, and that is that if you take take a deaf person and you refer to them as hearing impaired, there's no telling what they might do to you, because they recognize that impaired is not true and they shouldn't be equated with people who have all of their hearing. So it's deaf or hard of hearing, which is a whole lot less of an antagonistic sort of concept than hearing impaired. We're starting to get blind people, and not everyone's there yet, and we're starting to get agencies, and not every agency is there yet, to recognize that it's blind or low vision, as opposed to blind or here or visually impaired, visually impaired. What do you think about that? How does and how does that contribute to the attitudes that people had toward you?   Erin Edgar ** 26:38 Yeah, so when I was growing up, I was handicapped, yeah, there was that too, yeah, yeah, that I was never fond of that, and my mother softened it for me, saying, well, we all have our handicaps or shortcomings, you know, and but it was really, what was meant was you had Something that really held you back. I actually, I say, this is so odd. I always, I usually say I'm totally blind. Because when I say blind, the immediate question people have is, how blind are you? Yeah, which gets back to stuff, yeah, yeah. If you're blind, my opinion, if you're blind, you're you're blind, and if you have low vision, you have partial sight. And visually impaired used to be the term, you know, when I was younger, that people use, and that's still a lot. It's still used a lot, and I will use it occasionally, generally. I think that partially sighted, I have partial vision is, is what I've heard people use. That's what, how my husband refers to himself. Low Vision is also, you know, all those terms are much less pejorative than actually being impaired,   Michael Hingson ** 27:56 right? That's kind of really the issue, yeah. My, my favorite example of all of this is a past president of the National Federation of the Blind, Ken Jernigan, you've heard of him, I assume, Oh, sure. He created a document once called a definition of blindness, and his definition, he goes through and discusses various conditions, and he asks people if, if you meet these conditions, are you blind or not? But then what he eventually does is he comes up with a definition, and his definition, which I really like, is you are blind if your eyesight has decreased to the point where you have to use alternatives to full eyesight in order to function, which takes into account totally blind and partially blind people. Because the reality is that most of those people who are low vision will probably, or they may probably, lose the rest of their eyesight. And the agencies have worked so hard to tell them, just use your eyesight as best you can. And you know you may need to use a cane, but use your eyesight as best you can, and if you go blind, then we're going to have to teach you all over again, rather than starting by saying blindness is really okay. And the reality is that if you learn the techniques now, then you can use the best of all worlds.   Erin Edgar ** 29:26 I would agree with that. I would also say you should, you know, people should use what they have. Yeah, using everything you have is okay. And I think there's a lot of a lot of good to be said for learning the alternatives while you're still able to rely on something else.   Michael Hingson ** 29:49 Point taken exactly you know, because   Erin Edgar ** 29:53 as you age, you get more and more in the habit of doing things one way, and it's. Very hard to break out of that. And if you haven't learned an alternative, there's nothing you feel like. There's nothing to fall back on, right? And it's even harder because now you're in the situation of urgency where you feel like you're missing something and you're having to learn something new, whereas if you already knew it and knew different ways to rely on things you would be just like picking a memory back up, rather than having to learn something new. Well, I've never been in that position, so I can't say, but in the abstract, I think that's a good definition.   Michael Hingson ** 30:34 Well, there are a lot of examples, like, take a person who has some eyesight, and they're not encouraged to use a cane. And I know someone who was in this situation. I think I've told the story on this podcast, but he lived in New Jersey and was travel. And traveled every day from New Jersey into Philadelphia to work, and he was on a reasonably cloudy day, was walking along. He had been given a cane by the New Jersey Commission for the Blind, but he they didn't really stress the value of using it. And so he was walking along the train to go in, and he came to the place where he could turn in and go into the car. And he did, and promptly fell between two cars because he wasn't at the right place. And then the train actually started to move, but they got it stopped, and so he was okay, but as as he tells the story, he certainly used his cane from then on. Because if he had been using the cane, even though he couldn't see it well because it was dark, or not dark, cloudy, he would have been able to see that he was not at the place where the car entrance was, but rather he was at the junction between two cars. And there's so many examples of that. There's so many reasons why it's important to learn the skills. Should a partially blind or a low vision person learn to read Braille? Well, depends on circumstances, of course, I think, to a degree, but the value of learning Braille is that you have an alternative to full print, especially if there's a likelihood that you're going to lose the rest of your eyesight. If you psychologically do it now, that's also going to psychologically help you prepare better for not having any eyesight later.   Erin Edgar ** 32:20 And of course, that leads to to blind children these days learn how to read, yeah, which is another issue.   Michael Hingson ** 32:28 Which is another issue because educators are not teaching Braille nearly as much as they should, and the literacy rate is so low. And the fact of the matter is even with George Kircher, who invented the whole DAISY format and and all the things that you can do with the published books and so on. The reality is there is still something to be said for learning braille. You don't have sighted children just watching television all the time, although sometimes my parents think they do, but, but the point is that they learn to read, and there's a value of really learning to read. I've been in an audience where a blind speaker was delivering a speech, and he didn't know or use Braille. He had a device that was, I think what he actually used was a, was, it was a Victor Reader Stream, which is   Erin Edgar ** 33:24 one of those, right?   Michael Hingson ** 33:25 I think it was that it may have been something else, but the bottom line is, he had his speech written out, and he would play it through earphones, and then he would verbalize his speech. Oh, no, that's just mess me up. Oh, it would. It was very disjointed and and I think that for me, personally, I read Braille pretty well, but I don't like to read speeches at all. I want to engage the audience, and so it's really important to truly speak with the audience and not read or do any of those other kinds of things.   Erin Edgar ** 33:57 I would agree. Now I do have a Braille display that I, I use, and, you know, I do use it for speeches. However, I don't put the whole speech on   Michael Hingson ** 34:10 there that I me too. I have one, and I use it for, I know, I have notes. Mm, hmm,   Erin Edgar ** 34:16 notes, yeah. And so I feel like Braille, especially for math. You know, when you said math and physics, like, Yeah, I can't imagine doing math without Braille. That just doesn't, you know, I can't imagine it, and especially in, you know, geometry and trigonometry with those diagrams. I don't know how you would do it without a Braille textbook, but yeah, there. There's certainly something to be said for for the the wonderful navigation abilities with, you know, e published audio DAISY books. However, it's not a substitute for knowing how to   Michael Hingson ** 34:55 read. Well, how are you going to learn to spell? How are you going to really learn sit? Structure, how are you going to learn any of those basic skills that sighted kids get if you don't use Braille? Absolutely, I think that that's one of the arenas where the educational system, to a large degree, does such a great disservice to blind kids because it won't teach them Braille.   Erin Edgar ** 35:16 Agreed, agreed. Well, thank you for this wonderful spin down Braille, Braille reading lane here. That was fun.   Michael Hingson ** 35:27 Well, so getting back to you a little bit, you must have thought or realized that probably when you went into law, you were going to face some challenges. But what was the defining moment that made you decide you're going to go into law, and what kind of challenges have you faced? If you face challenges, my making an assumption, but you know what?   Erin Edgar ** 35:45 Oh, sure. So the defining moment when I decided I wanted to go into law. It was a very interesting time for me. I was teenager. Don't know exactly how old I was, but I think I was in high school, and I had gone through a long period where I wanted to, like, be a music major and go into piano and voice and be a performer in those arenas, and get a, you know, high level degree whatnot. And then I began having this began becoming very interested in watching the Star Trek television series. Primarily I was out at the time the next generation, and I was always fascinated by the way that these people would find these civilizations on these planets, and they would be at odds in the beginning, and they would be at each other's throats, and then by the end of the day, they were all kind of   Michael Hingson ** 36:43 liking each other. And John Luke Picard didn't play a flute,   Erin Edgar ** 36:47 yes, and he also turned into a Borg, which was traumatic for me. I had to rate local summer to figure out what would happen. I was in I was in trauma. Anyway, my my father and I bonded over that show. It was, it was a wonderful sort of father daughter thing. We did it every weekend. And I was always fascinated by, like, the whole, the whole aspect of different ideologies coming together. And it always seemed to me that that's what human humanity should be about. As I, you know, got older, I thought, how could I be involved in helping people come together? Oh, let's go into law. Because, you know, our government's really good at that. That was the high school student in me. And I thought at the time, I wanted to go into the Foreign Service and work in the international field and help, you know, on a net, on a you know, foreign policy level. I quickly got into law school and realized two things simultaneously in my second year, international law was very boring, and there were plenty of problems in my local community that I could help solve, like, why work on the international stage when people in my local community are suffering in some degree with something and so I completely changed my focus to wanting to work in an area where I could bring people together and work for, you know, work on an individualized level. And as I went into the legal field, that was, it was part of the reason I went into the mediation, because that was one of the things that we did, was helping people come together. I realized, though, as I became a lawyer and actually started working in the field, most of the legal system is not based on that. It's based on who has the best argument. I wanted no part of that. Yeah, I want no part of that at all. I want to bring people together. Still, the Star Trek mentality is working here, and so when I when I started my own law firm, my immediate question to myself was, how can I now that I'm out doing my own thing, actually bring people together? And the answer that I got was help families come together, especially people thinking about their end of life decisions and gathering their support team around them. Who they want to help them? If they are ever in a situation where they become ill and they can't manage their affairs, or if you know upon their death, who do they want to help them and support them. And how can I use the law to allow that to happen? And so that's how I am working, to use the law for healing and bringing people together, rather than rather than winning an argument.   Michael Hingson ** 39:59 Yeah. Yeah, well, and I think there's a lot of merit to that. I I value the law a great deal, and I I am not an attorney or anything like that, but I have worked in the world of legislation, and I've worked in the world of dealing with helping to get legislation passed and and interacting with lawyers. And my wife and I worked with an attorney to set up our our trust, and then couple of years ago, I redid it after she passed away. And so I think that there was a lot of a lot of work that attorneys do that is extremely important. Yeah, there are, there are attorneys that were always dealing with the best arguments, and probably for me, the most vivid example of that, because it was so captivating when it happened, was the whole OJ trial back in the 1990s we were at a county fair, and we had left going home and turned on the radio, only To hear that the police were following OJ, and they finally arrested him. And then when the trial occurred, we while I was working at a company, and had a radio, and people would would come around, and we just had the radio on, and followed the whole trial. And it was interesting to see all the manipulation and all the movement, and you're right. It came down to who had the best argument, right or wrong?   Erin Edgar ** 41:25 The bloody glove. If it doesn't fit, you must acquit. Yeah, yep, I remember that. I remember where I was when they arrested him, too. I was at my grandparents house, and we were watching it on TV. My grandfather was captivated by the whole thing. But yes, there's certainly, you know, some manipulation. There's also, there are also lawyers who do a lot of good and a lot of wonderful things. And in reality, you know, most cases don't go to trial. They're settled in some way. And so, you know, there isn't always, you know, who has the best argument. It's not always about that, right? And at the same time, that is, you know, what the system is based on, to some extent. And really, when our country was founded, our founding fathers were a bunch of, like, acted in a lot of ways, like a bunch of children. If you read books on, you know, the Constitution, it was, it was all about, you know, I want this in here, and I want that in here. And, you know, a lot of argument around that, which, of course, is to be expected. And many of them did not expect our country's government to last beyond their lifetimes. Uh, James Madison was the exception, but all the others were like, Ed's going to fail. And yet, I am very, very proud to be a lawyer in this country, because while it's not perfect, our founding documents actually have a lot of flexibility and how and can be interpreted to fit modern times, which is, I think the beauty of them and exactly what the Founders intended for.   Michael Hingson ** 43:15 Yeah, and I do think that some people are taking advantage of that and causing some challenges, but that's also part of our country and part of our government. I like something Jimmy Carter once said, which was, we must adjust to changing times while holding to unwavering principles. And I think absolutely that's the part that I think sometimes is occasionally being lost, that we forget those principles, or we want to manipulate the principles and make them something that they're not. But he was absolutely right. That is what we need to do, and we can adjust to changing times without sacrificing principles. Absolutely.   Erin Edgar ** 43:55 I firmly believe that, and I would like to kind of turn it back to what we were talking about before, because you actually asked me, What are some challenges that I have faced, and if it's okay with you, I would like to get back to that. Oh, sure. Okay. Well, so I have faced some challenges for you know, to a large extent, though I was very well accommodated. I mean, the one challenge with the books that was challenging when I took the bar exam, oh, horror of horrors. It was a multiple, multiple shot deal, but it finally got done. However, it was not, you know, my failing to pass the first time or times was not the fault of the actual board of law examiners. They were very accommodating. I had to advocate for myself a little bit, and I also had to jump through some hoops. For example, I had to bring my own person to bubble in my responses on the multiple choice part, it. And bring my own person in to kind of monitor me while I did the essay portion. But they allowed me to have a computer, they allowed me to have, you know, the screen reader. They allowed me to have time and a half to do the the exam. And so we're accommodating in that way. And so no real challenges there. You know, some hoops to jump through. But it got all worked out.   Michael Hingson ** 45:23 And even so, some of that came about because blind people actually had to go all the way to the Supreme Court. Yes, the bar to the Bar Association to recognize that those things needed to be that way,   Erin Edgar ** 45:37 absolutely. And so, you know, I was lucky to come into this at a time where that had already been kind of like pre done for me. I didn't have to deal with that as a challenge. And so the only other challenges I had, some of them, were mine, like, you know, who's going to want to hire this blind person? Had a little bit of, you know, kind of challenge there, with that mindset issue for a while there, and I did have some challenges when I was looking for employment after I'd worked for legal aid for a while, and I wanted to move on and do something else. And I knew I didn't want to work for a big, big firm, and I would, I was talking to some small law firms about hiring me, small to mid size firms. And I would get the question of, well, you're blind, so what kind of accommodations do you need? And we would talk about, you know, computer, special software to make a talk, you know, those kinds of things. And it always ended up that, you know, someone else was hired. And I can, you know, I don't have proof that the blindness and the hesitancy around hiring a disabled person or a blind person was in back of that decision. And at the same time, I had the sense that there was some hesitation there as well, so that, you know, was a bit of a challenge, and starting my own law firm was its own challenge, because I had to experiment with several different software systems to Find one that was accessible enough for me to use. And the system I'm thinking about in particular, I wouldn't use any other system, and yet, I'm using practically the most expensive estate planning drafting system out there, because it happens to be the most accessible. It's also the most expensive. Always that. There's always that. And what's it called? I'm curious. It's called wealth Council, okay, wealth. And then the word councils, Council, SEL, and it's wonderful. And the folks there are very responsive. If I say something's not accessible, I mean, they have fixed things for me in the past. Isn't that great? And complain, isn't that wonderful? It is wonderful. And that's, that's awesome. I had a CRM experience with a couple of different like legal CRM software. I used one for a while, and it was okay. But then, you know, everyone else said this other one was better and it was actually less accessible. So I went back to the previous one, you know. So I have to do a lot of my own testing, which is kind of a challenge in and of itself. I don't have people testing software for me. I have to experiment and test and in some cases, pay for something for a while before I realize it's not, you know, not worth it. But now I have those challenges pretty much ironed out. And I have a paralegal who helps me do some things that, like she proof reads my documents, for instance, because otherwise there may be formatting things that I'm not, that I miss. And so I have the ability to have cited assistance with things that I can't necessarily do myself, which is, you know, absolutely fine,   Michael Hingson ** 49:04 yeah. Now, do you use Lexus? Is it accessible?   Erin Edgar ** 49:08 I don't need Lexus, yeah, yeah. I mean, I have, I'm a member of the Bar Association, of my, my state bar association, which is not, not voluntary. It's mandatory. But I'm a member primarily because they have a search, a legal search engine that they work with that we get for free. I mean, with our members, there you go. So there you go. So I don't need Lexus or West Law or any of those other search engines for what I do. And if I was, like, really into litigation and going to court all time and really doing deep research, I would need that. But I don't. I can use the one that they have, that we can use so and it's, it's a entirely web based system. It's fairly accessible   Michael Hingson ** 49:58 well, and. That makes it easier to as long as you've got people's ears absolutely make it accessible, which makes a lot of sense.   Erin Edgar ** 50:08 Yeah, it certainly does well.   Michael Hingson ** 50:10 So do you regard yourself as a resilient person? Has blindness impacted that or helped make that kind of more the case for you? Do you think I do resilience is such an overused term, but it's fair. I know   Erin Edgar ** 50:24 I mean resilience is is to my mind, a resilient person is able to face uh, challenges with a relatively positive outlook in and view a challenge as something to be to be worked through rather than overcome, and so yes, I do believe that blindness, in and of itself, has allowed me to find ways to adapt to situations and pivot in cases where, you know, I need to find an alternative to using a mouse. For instance, how would I do that? And so in other areas of life, I am, you know, because I'm blind, I'm able to more easily pivot into finding alternative solutions. I do believe that that that it has made me more resilient.   Michael Hingson ** 51:25 Do you think that being blind has caused you, and this is an individual thing, because I think that there are those who don't. But do you think that it's caused you to learn to listen better?   Erin Edgar ** 51:39 That's a good question, because I actually, I have a lot of sighted friends, and one of the things that people just assume is that, wow, you must be a really good listener. Well, my husband would tell you that's not always the case. Yeah. My wife said the same thing, yeah. You know, like everyone else, sometimes I hear what I want to hear in a conversation and at the same time, one of the things that I do tell people is that, because I'm blind, I do rely on other senses more, primarily hearing, I would say, and that hearing provides a lot of cues for me about my environment, and I've learned to be more skillful at it. So I, I would say that, yes, I am a good listener in terms of my environment, very sensitive to that in in my environment, in terms of active listening to conversations and being able to listen to what's behind what people say, which is another aspect of listening. I think that that is a skill that I've developed over time with conscious effort. I don't think I'm any better of a quote, unquote listener than anybody else. If I hadn't developed that primarily in in my mediation, when I was doing that, that was a huge thing for us, was to be able to listen, not actually to what people were saying, but what was behind what people were saying, right? And so I really consciously developed that skill during those years and took it with me into my legal practice, which is why I am very, very why I very much stress that I'm not only an attorney, but I'm also a counselor at law. That doesn't mean I'm a therapist, but it does mean I listen to what people say so that and what's behind what people say, so that with the ear towards providing them the legal solution that meets their needs as they describe them in their words.   Michael Hingson ** 53:47 Well, I think for me, I learned to listen, but it but it is an exercise, and it is something that you need to practice, and maybe I learned to do it a little bit better, because I was blind. For example, I learned to ride a bike, and you have to learn to listen to what's going on around you so you don't crash into cars. Oh, but I'd fall on my face. You can do it. But what I what I really did was, when I was I was working at a company, and was told that the job was going to be phased out because I wasn't a revenue producer, and the company was an engineering startup and had to bring in more revenue producers. And I was given the choice of going away or going into sales, which I had never done. And as I love to tell people, I lowered my standards and went from science to sales. But the reality is that that I think I've always and I think we all always sell in one way or another, but I also knew what the unemployment rate among employable blind people was and is, yeah, and so I went into sales with with no qualms. But there I really learned to listen. And and it was really a matter of of learning to commit, not just listen, but really learning to communicate with the people you work with. And I think that that I won't say blindness made me better, but what it did for me was it made me use the technologies like the telephone, perhaps more than some other people. And I did learn to listen better because I worked at it, not because I was blind, although they're related   Erin Edgar ** 55:30 exactly. Yeah, and I would say, I would 100% agree I worked at it. I mean, even when I was a child, I worked at listening to to become better at, kind of like analyzing my environment based on sounds that were in it. Yeah, I wouldn't have known. I mean, it's not a natural gift, as some people assume, yeah, it's something you practice and you have to work at. You get to work at.   Michael Hingson ** 55:55 Well, as I point out, there are people like SEAL Team Six, the Navy Seals and the Army Rangers and so on, who also practice using all of their senses, and they learn, in general, to become better at listening and other and other kinds of skills, because they have to to survive, but, but that's what we all do, is if we do it, right, we're learning it. It's not something that's just naturally there, right? I agree, which I think is important. So you're working in a lot of estate planning and so on. And I mentioned earlier that we it was back in 1995 we originally got one, and then it's now been updated, but we have a trust. What's the difference between having, like a trust and a will?   Erin Edgar ** 56:40 Well, that's interesting that you should ask. So A will is the minimum that pretty much, I would say everyone needs, even though 67% of people don't have one in the US. And it is pretty much what everyone needs. And it basically says, you know, I'm a, I'm a person of sound mind, and I know who is important to me and what I have that's important to me. And I wanted to go to these people who are important to me, and by the way, I want this other person to manage things after my death. They're also important to me and a trust, basically, there are multiple different kinds of trusts, huge numbers of different kinds. And the trust that you probably are referring to takes the will to kind of another level and provides more direction about about how to handle property and how how it's to be dealt with, not only after death, but also during your lifetime. And trusts are relatively most of them, like I said, there are different kinds, but they can be relatively flexible, and you can give more direction about how to handle that property than you can in a will, like, for instance, if you made an estate plan and your kids were young, well, I don't want my children to have access to this property until they're responsible adults. So maybe saying, in a trust until they're age 25 you can do that, whereas in a will, you it's more difficult to do that.   Michael Hingson ** 58:18 And a will, as I understand it, is a lot more easily contested than than a trust.   Erin Edgar ** 58:24 You know, it does depend, but yes, it is easily contested. That's not to say that if you have a trust, you don't need a will, which is a misconception that some, yeah, we have a will in our trust, right? And so, you know, you need the will for the court. Not everyone needs a trust. I would also venture to say that if you don't have a will on your death, the law has ideas about how your property should be distributed. So if you don't have a will, you know your property is not automatically going to go to the government as unclaimed, but if you don't have powers of attorney for your health care and your finance to help you out while you're alive, you run the risk of the A judge appointing someone you would not want to make your health care and financial decisions. And so I'm going to go off on a tangent here. But I do feel very strongly about this, even blind people who and disabled people who are, what did you call it earlier, the the employable blind community, but maybe they're not employed. They don't have a lot of   Michael Hingson ** 59:34 unemployed, unemployed, the unemployable blind people, employable   Erin Edgar ** 59:38 blind people, yes, you know, maybe they're not employed, they're on a government benefit. They don't have a lot of assets. Maybe they don't necessarily need that will. They don't have to have it. And at the same time, if they don't have those, those documents that allow people to manage their affairs during their lifetime. Um, who's going to do it? Yeah, who's going to do that? Yeah, you're giving up control of your body, right, potentially, to someone you would not want, just because you're thinking to yourself, well, I don't need a will, and nothing's going to happen to me. You're giving control of your body, perhaps, to someone you don't want. You're not taking charge of your life and and you are allowing doctors and hospitals and banks to perpetuate the belief that you are not an independent person, right? I'm very passionate about it. Excuse me, I'll get off my soapbox now. That's okay. Those are and and to a large extent, those power of attorney forms are free. You can download them from your state's website. Um, they're minimalistic. They're definitely, I don't use them because I don't like them for my state. But you can get you can use them, and you can have someone help you fill them out. You could sign them, and then look, you've made a decision about who's going to help you when you're not able to help yourself,   Michael Hingson ** 1:01:07 which is extremely important to do. And as I mentioned, we went all the way and have a trust, and we funded the trust, and everything is in the trust. But I think that is a better way to keep everything protected, and it does provide so much more direction for whoever becomes involved, when, when you decide to go elsewhere, then, as they put it, this mortal coil. Yes, I assume that the coil is mortal. I don't know.   Erin Edgar ** 1:01:37 Yeah, who knows? Um, and you know trusts are good for they're not just for the Uber wealthy, which is another misconception. Trust do some really good things. They keep your situation, they keep everything more or less private, like, you know, I said you need a will for the court. Well, the court has the will, and it most of the time. If you have a trust, it just says, I want it to go, I want my stuff to go into the Michael hingson Trust. I'm making that up, by the way, and I, you know, my trust just deals with the distribution, yeah, and so stuff doesn't get held up in court. The court doesn't have to know about all the assets that you own. It's not all public record. And that's a huge, you know, some people care. They don't want everyone to know their business. And when I tell people, you know, I can go on E courts today and pull up the estate of anyone that I want in North Carolina and find out what they owned if they didn't have a will, or if they just had a will. And people like, really, you can do that? Oh, absolutely, yeah. I don't need any fancy credentials. It's all a matter of public record. And if you have a trust that does not get put into the court record unless it's litigated, which you know, it does happen, but not often,   Michael Hingson ** 1:02:56 but I but again, I think that, you know, yeah, and I'm not one of those Uber wealthy people. But I have a house. We we used to have a wheelchair accessible van for Karen. I still have a car so that when I need to be driven somewhere, rather than using somebody else's vehicle, we use this and those are probably the two biggest assets, although I have a bank account with with some in it, not a lot, not nearly as much as Jack Benny, anyway. But anyway, the bottom line is, yeah, but the bottom line is that I think that the trust keeps everything a lot cleaner. And it makes perfect sense. Yep, it does. And I didn't even have to go to my general law firm that I usually use. Do we cheat them? Good, and how so it worked out really well. Hey, I watched the Marx Brothers. What can I say?   Erin Edgar ** 1:03:45 You watch the Marx Brothers? Of course.   Michael Hingson ** 1:03:49 Well, I want to thank you for being here. This has been a lot of fun, and I'm glad that we did it and that we also got to talk about the whole issue of wills and trusts and so on, which is, I think, important. So any last things that you'd like to say to people, and also, do you work with clients across the country or just in North Carolina?   Erin Edgar ** 1:04:06 So I work with clients in North Carolina, I will say that. And one last thing that I would like to say to people is that it's really important to build your support team. Whether you're blind, you know, have another disability, you need people to help you out on a day to day basis, or you decide that you want people to help you out. If you're unable to manage your affairs at some point in your life, it's very important to build that support team around you, and there is nothing wrong. You can be self reliant and still have people on your team yes to to be there for you, and that is very important. And there's absolutely no shame, and you're not relinquishing your independence by doing that. That. So today, I encourage everyone to start thinking about who's on your team. Do you want them on your team? Do you want different people on your team? And create a support team? However that looks like, whatever that looks like for you, that has people on it that you know, love and trust,   Michael Hingson ** 1:05:18 everybody should have a support team. I think there is no question, at least in my mind, about that. So good point. Well, if people want to maybe reach out to you, how do they do that?   Erin Edgar ** 1:05:29 Sure, so I am on the interwebs at Erin Edgar legal.com that's my website where you can learn more about my law firm and all the things that I do,   Michael Hingson ** 1:05:42 and Erin is E r i n, just Yes, say that Edgar, and   Erin Edgar ** 1:05:45 Edgar is like Edgar. Allan Poe, hopefully less scary, and you can find the contact information for me on the website. By Facebook, you can find me on Facebook occasionally as Erin Baker, Edgar, three separate words, that is my personal profile, or you can and Michael will have in the show notes the company page for my welcome as   Michael Hingson ** 1:06:11 well. Yeah. Well, thank you for being here, and I want to thank all of you for listening. This has been a fun episode. It's been great to have Erin on, love to hear your thoughts out there who have been listening to this today. Please let us know what you think. You're welcome to email me at Michael H i@accessibe.com M, I, C, H, A, E, L, H i at accessibe, A, C, C, E, S, S, i, b, e.com, or go to our podcast page, www, dot Michael hingson.com/podcast, I wherever you're listening, please give us a five star rating. We really appreciate getting good ratings from people and reading and getting to know what you think. If you know anyone who you think might be a good guest, you know some people you think ought to come on unstoppable mindset. Erin, of course, you as well. We would appreciate it if you'd give us an introduction, because we're always looking for more people to have come on and help us show everyone that we're all more unstoppable than we think we are, and that's really what it's all about, and what we want to do on the podcast. So hope that you'll all do that, and in the meanwhile, with all that, Erin, I want to thank you once more for being here and being with us today. This has been a lot of fun. Thank you so much,   Erin Edgar ** 1:07:27 Michael. I very much enjoyed it.   Michael Hingson ** 1:07:34 You have been listening to the Unstoppable Mindset podcast. Thanks for dropping by. I hope that you'll join us again next week, and in future weeks for upcoming episodes. To subscribe to our podcast and to learn about upcoming episodes, please visit www dot Michael hingson.com slash podcast. Michael Hingson is spelled m i c h a e l h i n g s o n. While you're on the site., please use the form there to recommend people who we ought to interview in upcoming editions of the show. And also, we ask you and urge you to invite

In this episode, I sit down with Jordan Fleming the co-founder of smrtPhone and author of Click Call Scale, to talk about the one tool most investors overlook when trying to grow their business: the phone system. We dive into how deep CRM integration, intentional data use, and AI-driven sales tools are transforming the way real estate investors manage teams, follow up with leads, and stay compliant.If you've ever thrown money at leads and wondered why your close rate is still weak, Jordan's insights are the wake-up call you need. From avoiding six-figure fines to converting more sellers through thoughtful follow-up, this episode is packed with actionable strategies that will change how you view your phone—and your business.Episode Timeline:[0:00] – The origin of smrtPhone and how it grew from Podio users to REI giants[5:20] – Why deep CRM integrations beat generic phone systems every time[7:10] – What most investors get wrong about calling and follow-up[10:00] – The power of full communication history in closing more deals[12:15] – AI call scoring and training: a game changer for growing sales teams[14:30] – The gold is in the follow-up—how automation unlocks deal flow[16:55] – Click Call Scale: Jordan's new book and why data hygiene matters [19:45] – How sloppy calling habits can get you fined (or blacklisted) [24:00] – Legal risks vs. carrier risks—why compliance is both a law and a behavior issue [26:10] – Free book offer and extra gifts for investors ready to scale right5 Key TakeawaysYour phone system is not just a tool—it's the foundation of your sales engine.Clean, structured data is the #1 factor in avoiding lost leads and legal trouble.AI tools like call scoring are essential for training and scaling your team effectively.The fortune is in the follow-up—but only if you systematize it.Compliance isn't optional. Sloppy calling behavior can cost you five figures—or more.Links & ResourcesLearn more about smrtPhone: www.smrtphone.ioNeed help keeping the money you make? Visit: www.simplecfo.comIf this episode gave you a lightbulb moment, don't forget to rate, follow, and share the podcast. And leave a review to help more real estate investors discover the Profit First for REI show!

As we head into the final quarter of the year, it's the perfect time to reflect on what really drives growth in property management. And one of the most powerful, yet often overlooked, tools is data.Data isn't just numbers on a screen, it tells you where to focus your time, which owners or suburbs are ripe for growth, and what matters most to your landlords and investors. The challenge is that many property managers only scratch the surface of the tools they already have.That's why we're revisiting one of our most downloaded episodes, and is clearly a topic that so many of you found valuable. It's all about using data strategically to grow your rent roll and strengthen client relationships.In this episode, I sit down with Kasey McDonald, Queensland State Manager at CoreLogic, who brings 27 years of experience across every corner of real estate. Kasey shares how property managers can start using RP Data reports and even their own CRM to uncover new opportunities for growth.If you're serious about finishing Q4 strong, this episode is your reminder that data should be at the centre of your property management growth strategy.We cover:Why property managers often overlook data and why that's a missed opportunityHow tenure reports, withdrawn listings, and suburb insights can fuel rent roll growthPractical ways to collaborate with sales teams and leverage CRM dataHow to use investment property reports to build trust and deliver valuable landlord conversationsWhy integrating RP Data with your CRM keeps your information accurate and actionableHow tools like RP Proposals and heat mapping help tailor your pitch to landlordsKylie's Resources:Property Management Growth School: https://courses.thatpropertymum.com.au/TPM-BDMSchool Digital Marketing School: https://courses.thatpropertymum.com.au/digitalschool That Property Mum Courses: https://www.thatpropertymum.com.au/courses/ The PM Accelerate Membership: https://courses.thatpropertymum.com.au/accelerate Book a Strategy Call with Kylie: https://calendly.com/kylie-tpm/coaching-call Kolmeo: https://kolmeo.com/ Sensor Global: https://sensorinsure.com/ https://sensorglobal.com/ HD&U Sales Bundle: https://www.hdandu.com.au/that-property-mum-sales-readiness-bundle-0 Find out about our Done for You Lead Generation - https://calendly.com/kylie-tpm/done-for-you-leads-discovery-call35 AI Prompts to help you Grow your Business on Social Media:...

In this episode of The Other 99%, Lisa and Susan sit down with returning guest Melissa Thury, founder of Balance in Business with Melissa. Melissa shares her journey from healthcare administration and direct sales to becoming a business coach for women entrepreneurs. She opens up about learning to set boundaries, the importance of saying no, and how systems and intentional time management can create balance in both business and life.Key Points: Balance over perfection: Balance doesn't mean equal time, it means the right time in the right season.Systems matter: A good website, email marketing, and CRM are stronger growth drivers than social media alone. Boundaries are non-negotiable: Saying no creates space for what truly matters. Direct sales reality check: Success requires intentional planning, not just working in “pockets of time.” Personal values guide business: Filter decisions and opportunities through what actually matters to you, not what's “supposed” to matter.Memorial Quotes: “Balance doesn't mean equal. It means your work and family get the time they need in that season.” – Melissa Thury, “Direct sellers need to stop thinking of themselves as hobbyists. You are your own brand and you need a plan.” – Melissa Thury, “No is an answer all by itself. It's freeing to say no when you don't want to, instead of showing up to something you never wanted to be at.” – Melissa Thury#DirectSales #ConferenceHigh #BusinessGrowth #TheOther99%Podcast Find Melissa on Facebook | bbwithmelissa.comBook a Discovery Call with MelissaThank you for tuning in to The Other 99%. If you enjoyed this episode, please take a moment to rate and review the podcast—it helps us reach more listeners like you! Don't forget to share this episode with your network and help spread the word.Subscribe now to never miss an episode and stay inspired in your direct sales journey!Plus be sure to follow The Other 99% Podcast on YouTubeInterested in being a guest? Share your story hereLearn more about Oh My HiFind Lisa on social: Facebook | Instagram | YouTube | lisaduck.comGrab your ChatGPT Freebie hereFind Susan on social: Facebook | Instagram | YouTube | susanlarimer.comGrab your 5-Step Customer Care Cheat Sheet hereDisclaimer: While we strive to provide valuable recommendations and insights, the opinions expressed in this podcast are those of the host and guests. We encourage you to conduct your own research before using any mentioned tools or services to ensure they align with your personal needs. Thank you for being part of The Other 99%!

Neste episódio do Vamos de Vendas, mergulhamos em dois dos pilares mais transformadores para equipes comerciais: inovação e growth. Recebemos Emília Chagas, fundadora da Contentools e uma das principais referências em crescimento orientado a dados no Brasil e no Vale do Silício.

You don't have to be the strongest or the fastest to reach the summit. In this episode, I'm joined by Alison Levine, an adventurer, leadership expert, and the first American Women's Everest Expedition Team Captain. We talk about what mountains teach you about business, leadership, and life, why failure is never final, and how relevance isn't about chasing the next big thing. Alison also shares the story of being the weakest link on an Antarctic expedition, what your teammates teach you about compassion and contribution, and the new bucket list project about the stories that can't be shared in corporate keynotes. Tune in for the encouragement you didn't know you needed. 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 Meet Alison Levine, team captain of the first American Women's Everest Expedition. 05:30 The life lesson Alison learned at 19,000 feet. 12:45 How does physical grit prepare you for mental grit in leadership? 19:30 Why the way you address someone's weakness can change everything. 25:00 What was it like leading the first American Women's Everest expedition? 30:30 Alison's biggest Mount Everest lesson. 34:00 Why even high performers need encouragement more than you think. 40:30 Do you need to keep risking your life to stay relevant after big achievements? 46:15 The bucket list project Alison is most excited about right now. RESOURCES Get your copy of Alison's On the Edge: Leadership Lessons from Mount Everest and Other Extreme Environments HERE! Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Alison: @levine_alison

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

Retention is about relationships. But most donor communications either feel too rushed or too robotic. This session is about doing things differently with the power of AI, done responsibly.We're sitting down with three organizations that are using AI to help them show up better for their donors: writing magnetic messaging, personalizing with care + actually deepen connection. We'll talk about how they're saving time, scaling touchpoints, and staying true to their voice along the way.You'll hear the tools they're using, the prompts that are working, and where they've drawn the line on what not to automate. It's real talk on using AI to build trust… not just create more output.Episode HighlightsRetention as a Love Language (05:14)Building Lasting Relationships with Donors (10:38)Using AI to Build Trust (15:54)Ethics in Storytelling and Communication (21:23)Practical Tools and Workflows for Retention (33:36)Episode Shownotes: www.weareforgood.com/episode/649ImpactUp: PAUSE is here

Jon Ferrara, CEO of Nimble, has devoted his career to helping people grow their businesses by turning contacts into lasting, valuable relationships. We explore Jon's journey from creating GoldMine, one of the first successful CRMs, to founding Nimble, a relationship-focused CRM that brings contact management back to its roots. Jon shares his personal “Why” — to grow his soul by helping others grow theirs — and explains why relationships, not technology, are the real key to business success. He introduces his signature frameworks: the Five F's of Relationships (Family, Friends, Food, Fun, and Fellowship) for building authentic connections, the Five E's of Brand-Building (Educate, Enchant, Engage, Embrace, and Empower) for expanding influence, and the Three P's (Passion, Plan, Purpose) for achieving personal and professional goals. Jon also describes how Kanban-style workflows and selective automation enable entrepreneurs and teams to manage contacts at scale without losing the human touch. --- Important links: Jon's LinkedIn Start a free trial of Nimble Email Jon directly: jon@nimble.com

Disa Pratt, the Chief Sales Officer for Vetnique, joins us to share her remarkable journey in sales leadership. From her early days at Procter & Gamble to leading a thriving pet wellness brand, Disa unveils the strategies that have driven her success. With Vetnique's unique veterinarian-formulated solutions, founded by Dr. James Bascharon, standing out in the competitive pet wellness market, Disa explains how delivering results and being part of supportive company cultures have been pivotal in her career. Her passion for sales and her dedication to building teams resonate throughout the conversation, offering inspiration and practical insights for aspiring leaders.  The art of building successful sales teams comes alive as Disa reflects on her foundational training and mentorship at Procter & Gamble. Her experiences underscore the importance of product knowledge, understanding merchandising dynamics, and cultivating strong buyer relationships. She passionately describes how mentorship has not only shaped her leadership style but also helped her nurture future leaders. Disa reveals the key attributes she seeks when assembling her sales teams—proven track records, cultural fit, and the adaptability necessary for high-growth environments—all while fostering a positive and supportive culture that encourages growth and innovation.  Leadership and accountability in sales take center stage, with Disa discussing the power of vulnerability and feedback in developing as a leader. The Entrepreneurial Operating System (EOS) comes into play as a tool for maintaining accountability and enhancing organizational clarity. Additionally, we explore the critical role of CRM systems, not just as a tool for efficiency but as a catalyst for strategic decision-making through data analytics. Disa emphasizes the need for skilled analysts who can convert raw data into actionable insights, ensuring that sales teams are empowered to achieve excellence. Join us for this engaging episode that offers a wealth of experience and strategies from one of the leading voices in sales leadership.  Disa Pratt is a seasoned sales and business development executive with over 30 years of experience driving revenue growth for both start-ups and global CPG brands. She currently serves as Chief Sales Officer at Vetnique, where she leads sales strategy and retail expansion across major outlets like Chewy, Petco, Walmart, and Target.  Her background spans sales, strategy, eCommerce, marketing, and omnichannel execution, with leadership roles at Zesty Paws, Solid Gold, HALO, and New Chapter (P&G). Disa is known for her data-driven, collaborative approach and proven success in building strong retail partnerships.  She lives on a 40-acre farm in western Massachusetts with her two rescue dogs, Olive and Odie, and is passionate about pet wellness and fostering animals.    Quotes:  "In sales, it's all about results. Promise made, promise kept. Deliver on your numbers and the rest will follow."   "Mentorship has been a cornerstone of my career. Strong mentors believed in me, thrust me into roles I wasn't ready for, and stood by me as I grew."  "Vulnerability isn't a weakness in leadership; it's a strength. Embracing imperfections and learning from them fosters a culture of growth and innovation."   "CRM systems are more than just efficiency tools; they're catalysts for strategic decision-making when aligned with organizational goals."     Links:   Disa's LinkedIn - https://www.linkedin.com/in/disa-pratt-2baa2653/ Vetnique - https://vetnique.com Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ 

“It's my job as a marketer to be an expert in what's good… use whatever tools I can, and as quickly as I can.” -Chaz Ross-Munro   Chaz Ross-Munro is  a B2B marketing executive with a background in CRM, customer success, and operational transformation, she specializes in aligning marketing, sales, and delivery teams around unified data and strategic outcomes. With two decades of experience driving growth in the AEC and construction tech sectors, she's led initiatives that have redefined how companies think about their customer lifecycle—from acquisition to retention. Her superpower is translating marketing strategy into business-wide impact. At Datumate, she led high-impact programs that leveraged customer insights, digital modeling, and CRM tools to turn complex construction data into actionable intelligence for decision-makers. She's authored two books on CRM and AEC marketing strategy and helped over 120 companies implement scalable systems for sustainable growth. Whether building brand equity, driving operational alignment, or scaling GTM strategies, she bring a deep understanding of what makes organizations thrive. Website: https://www.chazrossmunro.com/  LinkedIn: https://www.linkedin.com/in/chazmarierossmunro/  YouTube: https://www.youtube.com/chazrossmunro  Facebook: https://www.facebook.com/chaz.rossmunro/   Austan Preuett is Austan Preuett is a seasoned marketing strategist and Director of Marketing at Lynx Systems, where she leads brand development, content strategy, and partner marketing in the physical security industry. With over 10 years of experience driving revenue growth and crafting impactful campaigns across tech, energy, and advertising sectors, Austan brings a results-driven approach to every project. She also serves as a board member for the International Association for Healthcare Security and Safety (IAHSS) Central Texas Chapter, championing safety innovation and industry collaboration. Website: https://www.lynxsystems.com LinkedIn: https://www.linkedin.com/in/austan-preuett/ Instagram: https://www.instagram.com/austan_preuett/ YouTube: https://youtube.com/@lynxduress?si=BaxJKCuyN3d9jG-v Facebook: https://www.facebook.com/austan.palmer   In this episode, we explore how data-driven strategy, customer insights, and innovative marketing approaches can align teams, elevate brand impact, and create sustainable business growth.   Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz   Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

Send us a textFeeling the economic slowdown? Stop waiting for things to get better and start taking action today.In this quick episode, I'm sharing the one thing you can do right now that could land you a client this week - and it's probably sitting right in your CRM.Spoiler alert: Your next client might already know you, they just haven't heard from you in a while.Stop doom-scrolling. Start following up :). 

Episode 170. Last episode I gave tips to signing service owners on how to be proactive. Well this episode I'm sharing tips to all of you notaries on how to be proactive as well to save you time, energy, and money.The following link will take you to our Podcast links, YouTube, social media, and email:https://linktr.ee/peaksigningSupporting our sponsors supports the podcast:CRM: https://learn.loansigningsystem.com/masterclass-5998?am_id=derek68631-on-1 Notary Coaching: https://notarysuccesspath.com/coaching-program448866?am_id=derek820Loan Signing System http://loansigningsystem.com/?afmc=3ewComplete Notary Mentorship https://www.loansigningsystem.com/notary-signing-agent-mentorship.html/?afmc=3ewNotaryAct Ejournal https://register.notaryact.com/peaksignings/

“We started this company on the belief that the customer experience needs to be better,” says Jim Eckes, Founder of TieTechnology, in a new interview with Doug Green, Publisher of Technology Reseller News. That belief has guided TieTechnology's 100% referral-based growth, and it now drives the launch of Jeannie, the company's newest innovation. Jeannie is an all-inclusive softphone designed to work seamlessly with any CRM platform in the world. By unifying voice and customer data, Jeannie empowers businesses to deliver more personalized, efficient, and informed interactions. Unlike traditional softphones, Jeannie integrates directly into customer workflows, ensuring teams don't have to waste time switching between systems. For Eckes, Jeannie is the realization of a long-term vision: “This is my baby, my dream finally put into software.” He explains that Jeannie is not only about customer experience (CX), but also about improving employee experience (EX) — giving teams tools that are easy to use, reliable, and built to simplify communications. Importantly, Jeannie has been designed to be accessible for smaller businesses, ensuring that organizations of all sizes can access enterprise-grade capabilities without the enterprise-level complexity. This democratization of telecom tools reflects TieTechnology's commitment to building solutions that work seamlessly for everyone. Learn more about TieTechnology at www.tietechnology.com.

“It's my job as a marketer to be an expert in what's good… use whatever tools I can, and as quickly as I can.” -Chaz Ross-Munro   Chaz Ross-Munro is  a B2B marketing executive with a background in CRM, customer success, and operational transformation, she specializes in aligning marketing, sales, and delivery teams around unified data and strategic outcomes. With two decades of experience driving growth in the AEC and construction tech sectors, she's led initiatives that have redefined how companies think about their customer lifecycle—from acquisition to retention. Her superpower is translating marketing strategy into business-wide impact. At Datumate, she led high-impact programs that leveraged customer insights, digital modeling, and CRM tools to turn complex construction data into actionable intelligence for decision-makers. She's authored two books on CRM and AEC marketing strategy and helped over 120 companies implement scalable systems for sustainable growth. Whether building brand equity, driving operational alignment, or scaling GTM strategies, she bring a deep understanding of what makes organizations thrive. Website: https://www.chazrossmunro.com/  LinkedIn: https://www.linkedin.com/in/chazmarierossmunro/  YouTube: https://www.youtube.com/chazrossmunro  Facebook: https://www.facebook.com/chaz.rossmunro/   Austan Preuett is Austan Preuett is a seasoned marketing strategist and Director of Marketing at Lynx Systems, where she leads brand development, content strategy, and partner marketing in the physical security industry. With over 10 years of experience driving revenue growth and crafting impactful campaigns across tech, energy, and advertising sectors, Austan brings a results-driven approach to every project. She also serves as a board member for the International Association for Healthcare Security and Safety (IAHSS) Central Texas Chapter, championing safety innovation and industry collaboration. Website: https://www.lynxsystems.com LinkedIn: https://www.linkedin.com/in/austan-preuett/ Instagram: https://www.instagram.com/austan_preuett/ YouTube: https://youtube.com/@lynxduress?si=BaxJKCuyN3d9jG-v Facebook: https://www.facebook.com/austan.palmer   In this episode, we explore how data-driven strategy, customer insights, and innovative marketing approaches can align teams, elevate brand impact, and create sustainable business growth.   Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz   Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

Are you ready to discover what truly drives top recruiting teams and firm owners in 2024? This episode of The Elite Recruiter Podcast goes deep with Justin Bellante, a healthcare recruiting firm owner, on the real tactics and mindsets that turn average recruiters into extraordinary leaders. Whether you're a recruiter hungry for your next breakthrough or a firm owner on the edge of scaling up, this episode is your blueprint for success!

In this CPQ Podcast episode, host Frank Sohn speaks with Tarak Patel, Sr. Vice President of Product and Technology at Aleran Software, about how Aleran is bringing sustainable innovation to Configure, Price, Quote (CPQ) and digital commerce. Aleran's Connected Commerce platform is designed for mid-size manufacturers ($20M–$1B) and their channel partners. Built on headless, API-first, cloud-native architecture, the platform integrates with leading ERP systems(SAP, Epicor, Microsoft Dynamics, Infor, Acumatica and more) and CRM solutions (Salesforce, SugarCRM). It also offers native eCommerce, pre-built connectors, Avalara tax, payment gateways, and shipping integrations—helping companies move beyond spreadsheets and home-grown tools. Tarak explains how Aleran supports CTO and ETO products, with a feature- and rules-based configuration engine, plus AI-driven guided selling and automated product content generation. With low-code/no-code flexibility and an average 2-month implementation, manufacturers can achieve fast ROI. Beyond technology, Tarak shares insights on trust-based leadership, Aleran's rapid growth, and how his philosophy of “sustainable innovation” drives both the company and his personal life—including golfing with his two teenage sons.

Today, host Dave Sullivan sits down with Remko Bloemhard, the founder of SuppTrax, a company that's changing the game for roofing contractors when it comes to insurance claim supplementing. Remko breaks down what supplementing really means (think: going back to the insurance company for those extra costs that often get missed in the initial estimate) and why it's such a crucial step for contractors who want to ensure they're getting every dollar they deserve.You'll hear Remko explain how the SuppTrax software makes managing these claims way easier, and how it can even sync up with the CRM systems you're already using. Plus, Dave shares some insights about his own mentoring program, designed to help contractors not just grow their businesses, but also boost profits and carve out more free time.If you're a roofing contractor looking to get the most out of your insurance claims and your business, this is one episode you won't want to miss!What you'll hear in this episode:Importance of supplementing in insurance claims for roofing contractorsOverview of the insurance claim supplementing processChallenges faced by contractors in managing insurance claimsDevelopment and features of a specialized supplement management softwareBenefits of faster payment and improved cash flow through supplementingIntegration of supplement management with existing CRM systemsStrategies for contractors to maximize insurance claim payoutsThe role of inside sales support in enhancing contractor operationsPersonal anecdotes and insights from industry experiencesResources available for contractors to improve their business practices and supplementing capabilitiesResources:Connect with RemkoInfo@supptrax.com(937) 869-1536www.supptrax.comFacebookConnect with DaveFree 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.

Let's be honest, no one is going to create your dream life for you. I know what it's like to feel stuck in rooms that don't reflect your values or conversations that don't inspire you. In this episode, I share the shift that helped me stop waiting and start facilitating the exact experiences, friendships, and breakthroughs I wanted. Get ready to become the woman who curates what she wants. 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 uncomfortable truth about staying in “victim mode”. Why the most powerful women curate what they want instead of waiting for it. Why I started my own mastermind. The moment I realized I had already canceled myself. The mantra that will shift how you show up. RESOURCES Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

Have you ever felt resentment or anxiety holding you back from the life you know you're meant to live? In this episode, Liz Moody opens up about agoraphobia, her fear of flying, and the exact steps she used to rebuild her confidence. We talk about releasing resentment toward our parents, somatic tools that move emotion out of your body, and how to build self-trust with daily choices. Liz breaks down why community and structure are medicine for an anxious brain, and the nervous system tools and decision frameworks to show up fully. Tune in to learn why healing gets to be FUN and how to clearly DEFINE the life you actually want to live. 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 Meet Liz Moody, wellness expert and best-selling author. 04:45 How did you develop agoraphobia? 09:30 How does fear of flying impact your life? 15:00 What is the Hoffman Process? 19:30 Tips to release resentment.  27:45 Why experimenting helps with fear and anxiety. 31:15 Three ways to build self-trust. 36:00 Why defining your best life frees you from comparison and regret. 38:00 Why fun and play are non-negotiables in your healing journey. 40:15 Liz's tips for calming the nervous system and finding happiness. 49:00 Tools to overcome performance anxiety.  56:00 Our favorite and least favorite aspects of being in long-term relationships. 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 Follow Liz: @lizmoody