Podcasts about CRM

Relying solely on Google ads to drive leads is risky. Our team can help you balance Meta and Google ads to lower costs and boost conversions. Partner with our marketing experts today: https://www.tiereleven.com/apply Tier 11's Oli Liboy joins me to explore the multi-channel strategy that earned a personal injury law firm $55.2M in revenue. We discuss how Google's shift from a traffic machine to an intent machine has changed the game for high-stakes industries. Oli shares how Meta ads, combined with Google's intent-driven platform, work together to generate both awareness and high-quality leads even in the most competitive markets.If you're a lawyer or marketer in this space, or just interested in the future of digital marketing, this episode is packed with valuable insights. We'll break down strategies for scaling your paid ads without blowing your budget, optimizing your Google campaigns for intent, and creating brand awareness through Meta.In This Episode:- Oli's background and experience- The danger of relying only on Google Ads- Google Ads transformation into an "intent machine"- Balancing Meta and Google ads strategies- Why generating awareness on Meta is critical for conversions on Google - Using Google and Meta ads for personal injury cases- The importance of tracking and CRM setup- Optimal scenario for combining Meta and Google- How Google local services ads (LSAs) work- Qualifying Google ad clicks- Optimizing the Meta and Google mix for a law firm- The real results of the personal injury case studyMentioned in the Episode:Part 1 of How We Made a Personal Injury Law Firm $55.2M: https://www.youtube.com/watch?v=x_SiPLJYzkI Part 2 of How We Made a Personal Injury Law Firm $55.2M:https://www.youtube.com/watch?v=nWrUeotDYzs Previous Episodes On The Personal Injury Law Case Study: https://perpetualtraffic.com/?s=personal+injury+law Watch the Episode on YouTube: https://www.youtube.com/@perpetual_traffic Listen to This Episode on Your Favorite Podcast Channel:Follow and listen on Apple: https://podcasts.apple.com/us/podcast/perpetual-traffic/id1022441491 Follow and listen on Spotify:https://open.spotify.com/show/59lhtIWHw1XXsRmT5HBAuK Subscribe and watch on YouTube: https://www.youtube.com/@perpetual_traffic?sub_confirmation=1We Appreciate Your Support!Visit our website: https://perpetualtraffic.com/ Follow us on X: https://x.com/perpetualtraf Connect with Oli Liboy:LinkedIn: https://www.linkedin.com/in/oli-liboy Connect with Ralph Burns: LinkedIn - https://www.linkedin.com/in/ralphburns Instagram - https://www.instagram.com/ralphhburns/ Hire Tier11 - https://www.tiereleven.com/apply-now Connect with Lauren Petrullo:Instagram - https://www.instagram.com/laurenepetrullo/LinkedIn - https://www.linkedin.com/in/laurenpetrullo Consult Mongoose Media - https://mongoosemedia.us/ Mentioned in this episode:Head to www.perpetualtraffic.com to apply to be a sponsor of this showWe're opening up sponsorship spots for Q1 and Q2! Apply now by visiting www.perpetualtraffic.com We're opening up sponsorship spots for Q1 and Q2! Apply now by visiting www.perpetualtraffic.com https://www.NEXTInsurance.com/perpetual

We're live and poolside at the close of eTail Palm Springs. This year's conference brought less theory and more proof, from agentic platforms doing actual operational work to the quiet rise of go-to-market tooling among merchants. One thing is clear: AI stopped talking and started shipping. Brian and Phillip break down the sessions, hallway conversations, and briefings that mattered most, and dive into their marathon week of discussions with companies including CommerceIQ, Attentive, Resolve AI, Decile, Modem, and more. The Year AI Stopped Talking and Started Working Key takeaways: Agentic AI is operational now. Platforms like CommerceIQ are replacing FTE-style workflows, running around the clock, and proactively surfacing insights. Context is everything… and most native AI tools don't have it. In-tool AI using synthetic or siloed data is producing unreliable outputs. The winning stack integrates across all data sources. CRM is mainstream; go-to-market tooling is emerging. Merchants are now using tools like Clay, a tool built for B2B sales prospecting, to find creators, influencers, and strategic partners. Clienteling looks different when repurchase cycles are a decade long. Brands like Ernesta (custom rugs) and GHD (hairstyling tools) are rethinking loyalty and relationship-building without the luxury of frequent transactions. "Consolidation is power." Whoever consolidates information, tasks, and systems the best will hold the advantage, both in business and in AI. Quotes: [00:20:15] "The marketing agent is looking for a segmentation issue... high CAC and low LTV. Those are things that, as an organization, you'd have to surface, invest in, create segments, create a dashboard — and then bother to look at." — Phillip [00:37:38] "The job of the RFP responder is the same as the code developer. They become a shepherd and a reviewer rather than a writer." — Brian  [00:48:03] "What do we lose when we eliminate the mundane?" — Brian  [00:51:09] "In the next six months, AI is going to own entire workflows without any human intervention." — George Davis, CMO of Cozy Earth (as quoted by Phillip) In-Show Mentions: Listen to Kristin Flor Perret's episode on Future Commerce Get on the list for our ShopTalk Spring After Party Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What happens when life suddenly reminds you that you're not in control? In this episode, I share what I'm navigating right now and the tools I'm using to regulate my nervous system when fear, uncertainty, and overwhelm show up. When your nervous system feels shaken, positivity alone isn't the answer. The work is learning how to steady yourself, breathe through uncertainty, and return to trust one moment at a time. Tune in to learn how to regulate your body, surrender what you cannot control, and move through difficult seasons without losing your peace. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS Why life challenges instantly activate survival mode. The first step to calming your nervous system during uncertainty. How prayer, surrender, or faith help you regain emotional stability. One way to release what's outside your control. How compartmentalizing prevents emotional spirals. RESOURCES Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci

Do difficult conversations keep you up at night, or do they make you want to avoid conflict altogether? In this episode, I sit down with workplace conflict expert Amy Gallo, author of Getting Along, to talk about how healthy conflict actually strengthens trust, decision-making, and leadership confidence. We dive into how our brains get emotionally hijacked during difficult conversations, how avoidance creates “conflict debt,” and why learning to stay grounded in discomfort may be one of the most important leadership skills we can build. Tune in to learn how to face conflict calmly to reduce anxiety and make you a more confident leader. Check out our sponsors: Northwest Registered Agent - Protect your privacy, build your brand, and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/achieverfree Shopify - Sign up for a $1 per month trial, just go to http://shopify.com/anxiousachiever Talkiatry - Head to http://talkiaitry.com/achiever and complete the short assessment to get matched with an in network psychiatrist in just a few minutes. Working Genius - Take the working genius assessment today and get 20% off with code ACHIEVER at working http://genius.com Brevo - Meet brevo, the all in one marketing and CRM platform built to help you connect with customers, boost engagement and grow your business smarter. Go to brevo.com/achiever and use code ACHIEVER50 for 50% off.  In this Episode, You Will Learn 00:00 Why conflict feels especially hard for anxious achievers. 04:30 How avoiding conflict increases anxiety. 06:15 What happens during an emotional “amygdala hijack”? 08:00 The cost of conflict avoidance and conflict debt. 10:30 How difficult conversations build confidence over time. 12:30 What is the role of shame and fear in workplace conflict? 17:00 How to practice conflict safely in low-stakes situations. 22:30 The 4-step framework for handling conflict better. 27:30 Finding shared goals during disagreement. 32:15 What to do when conflict keeps you up at night. 34:15 How to repair conversations that went badly. Resources + Links Get your copy of Amy's book Getting Along HERE Learn more about Amy Gallo HERE Get a copy of my book - The Anxious Achiever Watch the podcast on YouTube  Find more resources on our website morraam.com Follow Follow me: on LinkedIn @morraaronsmele + Instagram @morraam Follow Amy: on LinkedIn @amyegallo + Instagram @amyegallo

Episode 105 starts with a startling proclamation as Mike reveals what feels like a seismic decision to pull the plug on LinkedIn. He transparently shares what's going on in his mind and heart, along with what he's reading and experiencing, that prompted this bold (and surprising) move. The episode concludes with a simple, practical sales management checklist that Mike will be working through during a large client's upcoming annual learning conference. Listen in as he briefly unpacks these Sales Management. Simplified. Fundamentals: Master the 1:1 Accountability Meeting (and the RPA progression) Get a True Hunter (DNA) in a Sales Hunting Role Identify and Address Underperformance Quickly (coach-up or out) Ensure Every Sales Rep Is Targeting a Strategic, Finite List Observe and Coach Your Salesperson (get your head out of the CRM & spreadsheets)  RESOURCES MENTIONED IN THIS EPISODE: Mike's LinkedIn post  The hospice nurse's article about the final thoughts from 300 patients It's Sales Management Malpractice to Ignore Underperformance podcast episode Just Announced: October 7 Supercharge Your Sales Leadership event _____________________________ This episode is sponsored by Pursuit Sales Solutions. If you are looking for help adding A-player talent to your team, contact Mike's friends at pursuitsalessolutions.com/weinberg

2026 is going to separate serious operators from everyone else.Supply is rising.Middle-class travel is tightening.Occupancy is projected to decline.Rates are compressing.If your Airbnb still looks like 2024… you're in trouble.In this training, I break down my full 4-step photography system:– What to upgrade BEFORE hiring a photographer– How to properly interview lifestyle photographers– What to do on photo day to maximize impact– How we use AI to write captions and enhance photos– How we organize everything inside our operating systemIf you're scaling a property management or co-hosting business, this is not optional anymore.Timestamps:00:00 – Why 2026 Will Be Harder for STR Operators02:12 – Supply Is Rising, Occupancy Is Falling (The Reality Check)03:30 – Step 1: Refresh Before You Photograph06:10 – Using ROI Analysis to Justify Property Upgrades09:20 – Real Estate vs Lifestyle Photography (Huge Difference)12:05 – What Elite STR Photos Actually Look Like16:00 – How to Properly Interview a Photographer19:10 – Photo Day Execution: Staging That Converts22:15 – Organizing Photos for Scalable Operations25:00 – Using AI to Write Captions for Every Photo27:00 – Editing & Enhancing Photos with AI29:15 – The Freedom Operating System Explained32:00 – How to Scale Photography Across Multiple Listings34:15 – Mastermind, CRM, and 2026 Growth Strategy36:50 – Final Advice: Upgrade or Get Left BehindGet FREE Access to our Community and Weekly Trainings:https://group.strsecrets.com/

Are you chasing unstable freight lanes instead of building predictable revenue? Are your sales efforts consistent enough to survive any freight market cycle? Dive into this episode to learn more! In this episode, I break down the following:  Lane stability — like the Fort Myers, Florida to Richmond, Virginia flatbed lane is a perfect example of how predictable pricing, strong carrier relationships, and reliable coverage create long-term success in freight brokerage and logistics operations.  Real market insights on outbound Florida freight, why paying carriers fairly secures capacity, and how focusing on dependable lanes beats chasing cheap trucks every time.  Freight broker sales strategy, including owning your local market, defining your ideal shipper profile, and committing to disciplined daily cold calling, follow-ups, and CRM-driven workflows that actually build pipeline momentum.  At the end of the day, success in transportation and supply chain sales isn't about market conditions — it's about consistency, operational discipline, and building trust with both carriers and customers to create repeat business and sustainable freight brokerage growth.  

In today's episode of iGaming Daily, SBC Media Manager Charlie Horner is joined by Mark Schmidt, Managing Director of Africa at EveryMatrix, as the duo discuss the rapid evolution of Africa's iGaming market, the shift from retail to online, and why localisation, reliable technology, and smart gamification tools are critical for long-term success across the continent.Tune in to today's episode to find out:Why African operators were forced to build in-house platforms after broken promises from legacy European providersHow EveryMatrix is taking a selective, regulation-first approach to entering African marketsWhy treating Africa as one “homogeneous” market is a major mistakeHow tools like the Engage Suite and Bonus Guardian are helping operators boost retention while combating bonus abuseWhat it really takes to compete in highly consolidated markets like South Africa and fast-growing mobile-first regions such as KenyaHost: Charlie HornerGuest: Mark SchmidtProducer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.To see how this approach comes to life, Optimove Connect returns to London on March 11 and 12, 2026. It is the only user conference where marketers from around the world share real-world results of Positionless Marketing driving efficiency and ROI. Register at connect.optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

Good news! You don't have to wait for a "lucky break" or a better economy to find financial security. There is one specific skill that, once mastered, ensures you will never be broke a day in your life. In this episode, I'm joined by Shelby Sapp, sales expert and founder of She Sells Academy, to break down the mindset, language, and energy shifts that make the most powerful skill a woman can learn. We talk about the "Organized Psychopath" framework for handling rejection, the psychological shift required to move from being a victim of your environment to the driver of it, how learning to sell gives you control over your income, opportunities, and MORE. Get ready to rethink everything you thought you knew about sales! Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS 00:00 Why learning sales gives you lifelong financial security. 06:45 How do you create content consistently?  10:00 The data behind why women naturally outperform men in high-ticket environments. 13:15 Why traditional rapport building is actually wasting your time. 16:30 What are the ways to establish rapport? 19:30 What makes a good salesperson? 26:00 How to create a character that protects you from rejection. 33:15 Shelby's story of choosing "the hard way" against family advice. 38:30 The ROI of getting into sales. 41:00 How to win an investor's heart by selling the experience, not the AI. 46:45 Are you a victim of your environment or the driver of it? 49:30 The mathematical formula to create urgency without being "sleazy." 56:00 How to find the one thing your client is willing to pay for. 01:03:45 How to overcome the 6 most common sales objections. 01:07:00 The A-A-A-R Framework to neutralize tension and close the deal. 01:14:30 The #1 way to kill your cash collection. 01:18:45 How to increase your worth based on your overhead and impact. 01:21:00 The only skill that guarantees you will never be broke again.  01:23:30 How to use your 5-to-9 to replace your 9-to-5. 01:28:45 The story of a single mom who went from $0 to buying investment properties in 30 days. 01:32:15 Why never addressing drama is the only way to win against the "haters." RESOURCES Join the She Sells Academy HERE! Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Shelby: @shelby.sapp

Episode 627 Schedule a one on one free coaching call, click here or visit LoanOfficerStrategyCall.com. Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, Carl White sits down with Kevin Gillespie to tackle one of the most misunderstood tools in a loan officer's business: the CRM. They unpack why so many LOs either hide inside their CRM to avoid making calls or ignore it altogether, and how both extremes quietly cost them deals every single month. They break down the biggest mistakes loan officers make, including expecting automation to replace conversations, letting their database go stale, overcomplicating campaigns, and promoting the company brand while forgetting that people refer people, not logos. Carl shares why the CRM should support your calls, not substitute for them, and how simple systems beat fancy setups every time. You will also hear the math behind why every 100 contacts in your database can be worth 12 loans a year, how "octopus marketing" keeps you top of mind across multiple channels, and why retargeted ads to your database and referral partners can dramatically increase your visibility for just a few dollars a day. If you are a loan officer or branch leader who wants to stop overthinking your CRM and start turning it into a predictable income machine, this episode lays out a simple, practical game plan you can implement immediately. If you are a branch manager or owner who wants help building a branded, attraction-based marketing system that actually drives production, learn more at ProfitDrivenPlan.com.

There's a brutal truth about land investing that most people don't want to hear. The market is not dead. The deals are not gone. The opportunity is still massive. But the people who win are the ones who refuse to quit.I brought Jessey and Kevin from Pebble on to talk about what they're seeing behind the scenes. They have a front-row seat to thousands of land investors, and the pattern is clear. The hobbyists are dropping out fast. The consistent operators are doubling down and quietly stacking deals. The gap is widening.We talked about what is actually working right now. Plain postcards. Simple letters. Real follow-up. Doing the boring work over and over again. No magic lists. No secret scripts. Just consistent marketing, smart targeting, and relentless follow-up. The gold is still in the mail, and even more in the follow-up.We also dug into Pebble, what makes it different as a property-centric CRM built specifically for land investors, and how AI is starting to play a real role in intake, comping, and automation.If you are serious about land, this conversation will either challenge you or confirm you are on the right track.What's Inside: —Why consistency and long-term follow-up create the majority of closed deals—How postcards are outperforming letters and why simple mail works best—Why following the money helps you choose the right counties and zip codes—How Pebble and AI tools are helping investors streamline intake and operations

What's worse than overspending on things that don't deliver ROI? Underinvesting in the areas that actually make or break your business. This week, Jamie flips last week's episode on its head and tackles the critical areas where coworking operators consistently underspend—and pay the price in lost revenue, lower margins, and frustrated members. From soundproofing decisions during construction to the size of your private offices, Jamie breaks down the build-out choices that seem expensive upfront but deliver massive ROI over time. She explains why an 80-square-foot office will always outperform a 120-square-foot one when you're trying to hit $70 per square foot in revenue, and why phone booths aren't optional—they're essential to selling flex memberships. This episode is packed with specific, actionable advice on where to invest, how to evaluate ROI, and what trade-offs to consider based on your market, lease term, and access to capital. We talk about: Why soundproofing should be built into construction from day one (and what to do if you're already open) How small private offices (80 sq ft vs 120 sq ft) dramatically impact your revenue per square foot Why phone booths are essential for selling flex memberships—and how to finance them if budget is tight The critical importance of professional photography for meeting rooms and day offices (users buy visually online) Why SEO is a must-have investment alongside paid ads—and how AI search is changing the game How to use a CRM to track every lead and achieve "radical responsiveness" in 2026 The three audits every operator should run quarterly: customer journey, sales funnel, and competitive market Why investing in your team's training and your own professional development always delivers ROI If you're trying to figure out where to allocate budget, what's worth the investment, and how to avoid the costly mistake of underspending in critical areas—this episode is essential listening. Resources Mentioned in this Podcast: CoLevel (CRM platform) Everything Coworking Featured Resources: Masterclass: 3 Behind-the-Scenes Secrets to Opening a Coworking Space Coworking Startup School Community Manager University Follow Us on YouTube

Patrick Carino shares how he sources ground-up multifamily deals, navigates Northeast development, and built DealNav out of his Excel frustration. The Crexi Podcast connects commercial real estate (CRE) professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence.   In this episode, host Shanti Ryle sits down with Patrick Carino, Vice President of Development at the NRP Group, to discuss the latest trends, insights, and strategies shaping multifamily development across the Northeast. They explore Patrick's unconventional path into real estate — starting with punch lists in high school — through his years at CBRE and into his current role sourcing and executing ground-up developments across New York, New Jersey, Connecticut, and Massachusetts. They also delve into Patrick's strategic approach to cold outreach and job hunting, the nuances of buying land that is subject to approvals, and what macro forces are reshaping deal economics today. Patrick also shares the origin story of DealNav, the map-based CRM he built for himself that accidentally became a product — and why he believes a human touch is still best for finding deals. Guest Introduction: Patrick Carino Starting in Real Estate in High School From Spec Homes to Multifamily Leasing Studying Real Estate at UConn Landing at CBRE's New York Institutional Group Learning the Market Through Deal Volume A Strategic Approach to Job Hunting and Cold Outreach How to Stand Out in Networking Conversations The Role Patrick Built at NRP Group Specialist vs. Generalist Models in Development How NRP's Teams Collaborate Across the Deal Lifecycle Deal Sourcing Criteria: Land, Size, and Approvals Buying Subject to Approvals — and Why It Matters Three Ways Patrick Sources Deals What Can Make or Break the Entitlement Process How Rates, Tariffs, and Regulations Affect the Northeast Market-by-Market: New York, New Jersey, and Massachusetts What Keeps Patrick Up at Night — and What Excites Him Why Passion and Patience Are Essential in Development The Origin Story of DealNav Building a Simple, Map-Based CRM for Deal Tracking How Twitter Led to an Accidental Product Launch DealNav's Roadmap: Custom Fields, Map Features, and Integrations Why DealNav Doesn't Use AI — and Why That's Intentional Rapid Fire: Investment Picks, Worst Advice, and Parting Wisdom For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

Are you using AI in freight brokerage efficiently, or are you still relying on outdated prospecting and carrier strategies? Listen to Iliana Filpo and Eric Jordan from SPI Logistics sharing how fresh perspectives, strong carrier relationships, and practical AI tools are reshaping modern transportation sales and operations! We talk about how leveraging AI for lead generation, customer outreach, and CRM integration is helping brokers move faster while staying personal, why committing 85% of freight to trusted carrier partnerships creates stability during capacity swings, and how honest communication with shippers builds long-term customer loyalty even when delays happen. If you want actionable insights on freight broker growth, carrier management, transportation technology, and building sustainable logistics partnerships, this episode delivers real-world strategies you can apply immediately!  

We open the February 2026 mailbag to answer your questions on how to handle the psychological toll of the "SaaS apocalypse" and when it actually makes sense to buy the dip. We also discuss how to assess relative risk in a portfolio, dive deep into the differences between SentinelOne and CrowdStrike (including thoughts on stock-based compensation), and reveal the "falling knife" software stocks we are most tempted to buy right now, including ServiceNow and Salesforce.00:51 First Friday Update02:03 Mailbag Fear in Downturns03:56 DCA and SaaS Selloff06:15 Deploying Cash Rules08:43 Add to Winners Not Losers15:49 Risk in Portfolios20:31 Position Sizing Examples23:28 SentinelOne Profitability Debate28:35 SentinelOne vs CrowdStrike30:44 Cybersecurity Basket Strategy31:42 M&A and Buyout Odds33:12 CareTrust REIT Update35:00 Discord Falling Knife Picks35:35 ServiceNow Case37:44 PayPal Options and CEO Risk38:33 Salesforce AI and Valuation42:50 How We Add Positions47:28 Enphase and Gut Conviction50:19 Secular Trends and EV Lesson52:05 QuantumScape Battery Bet52:37 Wrap Up and Where to AskCompanies mentioned: ASML, CRM, CRWD, CTRE, ENPH, NOW, PYPL, QS, S, TSLA, TSMFind where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com*****************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscriptedListen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader

Shares of Salesforce (CRM) descended to a new 52-week low on Monday, but its 4Q earnings event could look to reverse that trend. Rick Ducat maps out the key technical trends weighing on shares of CRM as it looks to rebound from early 2026 weakness. Later, Rick demonstrates an example options trade using a bearish-leaning call vertical strategy. He reveals the risk-reward setup for such a trade and explains why investors could consider it.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Customer Relationship Management (CRM) platforms have long been at the heart of sales organizations, promising improved insights and streamlined processes. Yet, as businesses evolved, so did their CRMs, sometimes for better, sometimes not. In this episode of the Sales Reinvented podcast, I was joined by Tim Gale, European new business sales leader at Sugar CRM, to discuss what CRM 3.0 means in an age where information overload is the new normal.  You'll hear why having too much data can actually hurt sales teams, and learn Tim's top strategies for turning CRM insights into meaningful actions. The conversation gets into the power, and limitations, of AI and automation in CRM, emphasizing where human judgment still makes the difference. Tim also shares his top dos and don'ts for organizations moving toward CRM 3.0, and tells a compelling real-world story of how smart CRM clarity boosted sales performance and revenue. Outline of This Episode 00:00 CRM 3.0: From data to clarity. 03:05 Data overload and inefficiency. 06:10 Leveraging data for sales insights. 09:59 AI as enabler, not a replacement. 15:38 Insights through real-world practice. 18:28 Custom CRMs boost adoption. CRM: From Data Dump to Decision Engine CRM used to function like a digital Rolodex, a static data repository. Then they evolved to offer improved connectivity between sales, marketing, and service, but they still largely functioned as a record of "what happened." The real shift has come with CRM 3.0. It's not about gathering as much data as possible, but about capturing intelligence and clarity through the ABCs: Artificial, Business, and Contextual Intelligence. CRM 3.0 focuses on providing actionable insights, using AI and automation to help sellers know exactly where to spend their time for the most impact.  Signs Your CRM Is Creating Complexity (And How to Fix It) A common pitfall in sales organizations is data overload. Tim warns that when sales reps spend more time building reports or wading through endless, irrelevant fields, dashboards, and admin tasks, their CRM is failing them. The litmus test is if your teams can't answer simple, strategic questions such as "Which deals are most likely to close this week?" or "Which accounts need attention?" in seconds. If not, your CRM has become noise instead of guidance. If data doesn't drive action within 30 seconds, it's probably just noise. Practical Steps to Transform Data Into Action Empowering sales reps, not overwhelming them, is the mark of an effective CRM. Tim suggests three practical strategies: Focus on Next Best Actions: Use AI-driven prompts to guide reps toward hot opportunities, alert them when proposals are engaged with, and ensure they're not missing out on key prospects. Integrate ERP Insights: Link CRM with ERP systems to surface valuable trends, giving sellers visibility into buying patterns and upsell opportunities they might otherwise miss. Visualize Outcomes, Not Just Activities: Track KPIs and account health, but connect them directly to actionable insights such as pipeline movement and client retention risks. Action beats analytics, it's not about what happened, but what to do next. Choosing Clarity Over Complexity For sales leaders, the challenge isn't just managing data, but distilling it down to what matters. If data doesn't change a decision or behavior, it shouldn't be on the dashboard. Metrics should be meaningful, drive clear next steps, and support precision selling. Leaders must aim for executive sponsorship, clear business outcomes, and simplification at every turn. Many CRM initiatives fail due to noisy systems and poor change management, a reminder that technology alone isn't enough. AI is Human Judgment's Partner, Not Its Replacement Even as AI and automation transform CRM, the human element remains irreplaceable. AI can predict "what," but only humans can interpret "why", understanding emotion, tone, and true intent. CRM 3.0 should empower sales professionals, not replace their expertise. AI is an enabler, not just a technology. It's there to take away human admin and let us spend more time building relationships and serving clients. Tim shares a great case study of a manufacturing client whose previous CRM was so complex that sales teams reverted to Excel, losing critical insights. By designing a CRM tailored to user groups and focusing on clarity, engagement soared. Adoption hit 100%, pipeline increased 42%, and sales targets were exceeded by 44%. The lesson is that clarity drives action, and action drives performance. CRM 3.0 isn't just a technological upgrade, it's a philosophy shift. By prioritizing simplicity, actionable insights, and human intelligence, sales teams can transform data overload into real, measurable success. Resources & People Mentioned SugarCRM  Connect with Tim Gale Tim Gale on LinkedIn Tim Gale on X Connect With Paul Watts  LinkedIn Twitter  Subscribe to SALES REINVENTED Audio Production and Show Notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Leadership transitions don't have to be terrifying revenue cliffs. In this conversation, Travis Craddock, CFRE and Founder of Craddock Strategies, reframes interim development leadership as a powerful strategic advantage—not a temporary patch.Too often, organizations view interim fundraising support as “a warm body in an empty seat.” Travis challenges that mindset directly. “It prevents rushed or misaligned hires that can be expensive,” he explains, positioning interim leadership as a disciplined pause that protects both donor relationships and long-term revenue health.Fundraising is built on trust. When leadership shifts, donors notice. Travis prioritizes immediate communication, transparency, and clarity so nothing falls through the cracks. Renewals are tracked. Grants are monitored. Donors are reassured. Strategy stays in motion.But here's where the real opportunity emerges.An interim professional arrives without emotional baggage. That means clearer data analysis, honest conversations about ROI, and strategic evaluation of legacy traditions. Should the gala continue? Is it delivering meaningful return? Are event attendees being cultivated into major donors? These are business questions—asked gracefully, but directly.Travis describes himself as “gracefully honest,” and that honesty becomes catalytic. Interim work isn't simply maintenance. It's an opportunity to elevate roles, revise job descriptions, shift from event-driven tactics to relationship-based fundraising, and align hiring with long-term strategic direction.He emphasizes data-driven decisions, CRM fluency, relationship-centered fundraising, and partnership with CEOs and boards. In many cases, he becomes the strategic driver—project-managing fundraising momentum while executives focus on mission execution.Three months may be the minimum engagement window. Six months may be ideal. But within that time, organizations can stabilize revenue, recalibrate strategy, build infrastructure, and hire with intention.Anything is possible when nonprofits embrace transition as transformation! 00:00:00 Welcome and Introduction to Interim Fundraising 00:02:30 What Craddock Strategies Provides Nonprofits 00:04:03 Interim Leadership Beyond a Temporary Fix 00:06:48 Expanding the Definition of the Fundraising Team 00:09:21 Strategy Versus Firefighting in Development 00:11:09 Evaluating Events and Return on Investment 00:14:18 Communicating with Donors During Transition 00:17:18 Hiring Timelines and Interim Engagement Length 00:18:32 Revising Job Descriptions to Match Strategy 00:23:01 Technology Investment and Infrastructure Mindset Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In today's episode of iGaming Daily SBC Media Manager Charlie Horner is joined by Henry Ross, Account Executive for Optimove, as the duo discuss the rapid evolution of South Africa's iGaming market and how AI-driven personalisation is reshaping player acquisition and retention strategies across the continent.Tune in to today's episode to find out:What makes the South African iGaming market unique and why it's maturing faster than many global counterpartsWhy operators must move beyond mass bonus-led campaigns to data-driven, one-to-one engagementHow AI is shifting marketing from scheduled campaigns to real-time, player-led experiencesThe biggest player retention challenges across African markets and how to tackle themWhy the next 3-5 years will define market leaders as regulation tightens and competition intensifiesHost: Charlie HornerGuest: Henry RossProducer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.To see how this approach comes to life, Optimove Connect returns to London on March 11 and 12, 2026. It is the only user conference where marketers from around the world share real-world results of Positionless Marketing driving efficiency and ROI. Register at connect.optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

סיפור לקוח. האם כדאי ליצור דומיין נפרד לדיוורים שיווקיים? הדילמה שמלווה כל ארגון שנחסםנכנסתי לאחרונה לדיבייט מעניין עם אנשי IT של לקוח גדול שהתחלתי ללוות בנושא Deliverability. הוויכוח נסב סביב שאלה שנשמעת טכנית אבל היא לא רק טכנית אלא אסטרטגית מאוד: האם עדיף להקים דומיין נפרד לגמרי לשיווק וכך למנוע סכנה של חסימה, או לעבוד תחת הדומיין הראשי, הידוע והמוכר של הארגון, או עם סאב-דומיינים (Sub domains) תחת הדומיין הראשי?זו דילמה מהנפוצות ביותר בעולם העבירוּת, ואני רואה ארגונים נופלים לבור הזה כשהם מקבלים החלטה לא נכונה עבורם. ---CRM.BUZZ הוא בלוג ופודקאסט בעברית העוסקים באימייל מרקטינג, עבירוּת אימיילים ושיווק.יוצר הפודקאסט והבלוג הוא סלע יפה (Sella Yoffe), מומחה בינ"ל לעבירוּת אימיילים ושיווק באימייל, מסייע למדוורים גלובליים, סטרטאפים, סוכנויות אימייל ומערכות דיוור (ESPs) עם מסירות אימייל, אימות אימייל (SPF, DKIM, DMARC, BIMI), ואסטרטגיית אימייל.קישור אל הבלוג

Are you consuming the right inputs for your next level? In this episode, Chris and I talk about one of the hardest but most important truths in business and life. We break down our “crowd your plate” mindset for surrounding yourself with supportive, high level people. I share how I had to break old family patterns and rewrite my story around health, while Chris talks about how this same principle applies to success in business and networking. Get ready to shift your mindset, your circle, and your results. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/EarnFree Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN at http://workinggenius.com Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. HIGHLIGHTS Our “crowd your plate” mindset for filling your life with positive and supportive people. How I overcame a “broke” family mindset to transform my health. What to do if your toughest critics are family or coworkers. How to shift your consumption (podcasts, music, media, rooms) to change your beliefs. One question to ask yourself if you're not seeing the results you want. How to know when it's time to change out your circle and upgrade your support system. RESOURCES Join our next VIP Weekend Mastermind ⁠HERE⁠! Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci

For years, leadership has been associated with charisma, confidence, and speaking the loudest in the room. But what if some of the most powerful leadership traits are actually quiet ones? In this episode, I'm joined by leadership expert and author Jennifer Kahnweiler to talk about the strengths of introverted leaders. We break down the misconceptions around introversion, why many successful leaders are secretly introverted, and how preparation, listening, and thoughtful presence can become leadership superpowers. Tune in to rethink what effective leadership looks like and learn how quiet strengths can create lasting influence. Check out our sponsors: Northwest Registered Agent - Protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit ⁠https://www.northwestregisteredagent.com/achieverfree⁠ Shopify - Sign up for a $1 per month trial, just go to ⁠http://shopify.com/anxiousachiever⁠ Talkiatry - Head to ⁠http://talkiaitry.com/achiever⁠ and complete the short assessment to get matched with an in network psychiatrist in just a few minutes. Working Genius - Take the working genius assessment today and get 20% off with code ACHIEVER at working ⁠http://genius.com⁠ Brevo - Meet brevo, the all in one marketing and CRM platform built to help you connect with customers, boost engagement and grow your business smarter. Go to ⁠brevo.com/achiever⁠ and use code ACHIEVER50 for 50% off.  In this Episode, You Will Learn 00:00 Why introverted leadership is often misunderstood. 03:45 What is an introverted leader? 06:00 What has changed and what hasn't for introverts at work. 10:30 Are you adapting or just exhausted? 14:45 The 4 P's of introverted leadership. 18:30 Why telling your team you're an introvert is a leadership hack. 21:30 Why quiet men face unique workplace bias. 27:15 The connection between introversion, anxiety, and performance. 33:00 How introverted leaders prepare for high-stakes meetings. 35:15 Techniques to make meetings more introvert-friendly. 39:15 How giving teammates a heads-up increases participation. 44:30 How to show presence in meetings without talking more. 47:45 The introvert's guide to not burning out in a hybrid world. Resources + Links Learn more about Jennifer Kahnweiler ⁠HERE⁠ Listen to Jennifer's podcast: ⁠The Introvert Ally Podcast⁠ Get a copy of my book - ⁠The Anxious Achiever⁠ Watch the podcast on ⁠YouTube⁠  Find more resources on our website ⁠morraam.com⁠ Follow Follow me: on LinkedIn ⁠@morraaronsmele⁠ + Instagram ⁠@morraam⁠ Follow Jennifer: on LinkedIn ⁠@jenniferkahnweiler⁠ + Instagram ⁠@jenniferkahnweiler

Full Video HERE We did the one thing you're never supposed to do: We tried to blast our entire contact list of 224,000 people. But instead of sending generic spam, we built a workflow in Clay to automate the deep research usually reserved for one-off emails. The goal? To find sales leaders whose *own reps* were already watching our content, and use that data to send 6,000+ hyper-personalized messages at scale. In this video, we break down the exact 5-step workflow we used to filter our list, the "Trojan Horse" data strategy we used to personalize every single message, and the honest results of the campaign (including the big mistake that cost us thousands of opens). ====== GET THE RESOURCES FROM THIS VIDEO - Steal the Clay Prospecting Table we used: https://app.clay.com/shared-workbook/share_0t9swvgU7tkm8MGhuKZ - The Exact ChatGPT Email Prompt: https://www.30mpc.com/blog/chatgpt-prompt-b2b-courses ====== THE TECH STACK - Data Enrichment: Clay - CRM Source: HubSpot - Email Writing: Anthropic (Claude) via Clay - Sequencing: Clay Sequencer - Data Sources: LinkedIn, Newsletter Lists ====== ABOUT THIS EXPERIMENT Most people think you have to choose between "mass blast" and "manual personalization." We wanted to prove you can do both. We took a list of 224,000 followers, threw them into a Clay table to enrich the data, and filtered for Sales VPs with 10+ reps. We then cross-referenced that with our CRM to see which specific reps on their teams were consuming 30MPC content. The result? An AI-written email that looked 100% human-written, referencing specific employees by name. Watch to see: 1. How we filtered 224,000 leads down to the top 1% highest intent buyers. 2. The specific AI prompt that references rep names and consumed content. 3. Why running this campaign in December was a massive failure.

The Secret Weapon for Scaling Your Real Estate BusinessAre you a "solopreneur" working a demanding nine-to-five while trying to build a real estate empire in the margins of your day? Most part-time investors find that marketing and due diligence are the first things to fall off the plate when they get home exhausted at 6:00 PM. But if you want to reach six figures in your first year, you cannot keep doing $15-an-hour tasks and expect a high-level bank account. In this episode, we're diving deep into the tactical side of leveraging virtual assistants (VAs) to clone your efforts, automate your systems, and ensure your business is working—even while you're asleep. Key Strategies for Leveraging a Virtual AssistantAutomated Due Diligence & Spreadsheet Scrubbing: Instead of manually checking every asset on a tape, a trained VA can "scrub" your spreadsheets to pull Zillow values, rental rates, and back taxes. They can even save property photos into a Dropbox and run preliminary calculations based on your specific formulas, delivering a narrowed-down list for your final review. Dominating Local Markets via Direct Marketing: A VA can act as your "social sleuth," performing skip tracing to find borrower phone numbers and emails or pulling IRA investor contacts directly from county records. They can manage your entire marketing funnel—from designing postcards in Canva to executing mail merges and scheduling email blasts in your CRM—so your outreach stays consistent without you lifting a finger. Social Media & Content Management: Don't let your social profiles become a "ghost town." VAs can take your recorded podcast audio or video and transform it into YouTube descriptions, blog posts, and LinkedIn newsletters. They can also manage your Facebook groups, design daily marketing graphics, and ensure your "30 by 30" marketing matrix is executed every single day. High-Level Asset Management & Outreach: Beyond simple admin tasks, VAs can handle the heavy lifting of calling bank asset managers or research probate leads in specific counties. They can also serve as a "contract-to-close" manager, coordinating between attorneys, loan processors, and service providers to ensure your deals move from a signed contract to a funded asset smoothly. The ROI of Delegation: While a quality real estate VA typically costs between $10 and $12 an hour, the return on investment is massive. For roughly $850 a month, you gain 20 hours of weekly productivity that allows you to focus on the "big rocks"—finding deals and raising capital. This system replaces the need for expensive local office space and full-time staff while providing a 24/7 engine for your business growth. Success in real estate investing isn't about working harder; it's about working smarter by delegating the tasks that are below your pay grade. As we move through 2026, the gap between the "hobbyists" and the "heavy hitters" will be defined by who uses the tools of automation and delegation most effectively. Don't wait for "perfection" to start marketing—perfection is the enemy of results. Take action today, find a partner like Riva Global to help you staff up, and start focusing on the big-money moves that will actually change your life. Ready to stop doing it all yourself? Book a call at talkwithscottcarson.com to discuss how we can help you systematize your note business for the new year!Watch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

In this powerful episode of the Millionaire Car Salesman Podcast, Sean V. Bradley sits down with former UFC Heavyweight Champion Tim Sylvia and Jake Rask, VP of Oval Business Solutions, for a conversation that connects championship-level discipline with dealership-level profitability! What does elite combat sports training have to do with running a successful car dealership? More than you think. "Training, role play, practice, drill, rehearse… the quick you get it done, the quicker you figure that out, the better off you're going to be." - Tim Sylvia This episode explores how the mindset, preparation, and strategic execution required to win at the highest levels of professional sports translate directly into leadership, performance, and financial optimization inside the automotive industry. The discussion moves beyond motivation and into real-world business impact… especially when it comes to identifying hidden financial leaks that most dealerships overlook. "The food tastes different if you sit at a table with winners." - Jake Rask Sean, Tim, and Jake dive into operational blind spots, financial awareness, and why dealerships must take a closer look at the systems quietly affecting their bottom line. It's not just about selling more cars, it's about protecting the profit you're already earning. "We truly want to build legacies. We are not in this just to make a quick buck." - Tim Sylvia If you're a dealer principal, general manager, sales manager, or automotive entrepreneur looking to tighten operations and strengthen profitability in 2026 and beyond, this episode delivers a perspective you won't hear anywhere else. Because sometimes the biggest wins don't happen on the showroom floor… they happen behind the scenes!   Key Takeaways: ✅ Training and Discipline: Tim Sylvia emphasizes that success in both professional sports and business relies heavily on consistent training, discipline, and dedication. ✅ Operational Cost Savings: Oval Business Solutions offers car dealerships the opportunity to significantly reduce credit card processing fees, often saving tens of thousands annually. ✅ Strategic Partnerships: By leveraging a legacy contract, Oval Business Solutions provides unmatched rates in the market, helped by the strong partnerships and experience Jake Rask brings to the table. ✅ Personalized Services: The guests highlight their family-owned business approach, which guarantees personalized and reliable customer service, setting them apart from larger, impersonal corporations. ✅ Community Engagement: Tim Sylvia offers to visit client dealerships for promotional events, reflecting a commitment to building strong community and customer relationships.   About Tim Sylvia Tim Sylvia is a former UFC Heavyweight Champion widely respected in the mixed martial arts (MMA) community for his impressive record and dedication to the sport. Over his career, he achieved notable victories and was known for his commitment to training and peak physical performance. Recently, Tim has embarked on a new journey in the automotive industry, bringing his champion mindset to Oval Business Solutions, where he is involved in strategic partnerships and development. About Jake Rask Jake Rask is the Vice President of Oval Business Solutions, a leading company with over 30 years of experience in credit card processing. With a background as a dealership principal and prior connections to major business figures, he offers expert insights into the complexities of credit card fee management, aiming to save dealerships substantial operational costs.     Saving Dealers Big Bucks: Credit Card Fee Solutions Unveiled Key Takeaways Unseen savings opportunities exist within automotive dealership processes, particularly in credit card processing fees. These fees, if unchecked, can heavily impact profit margins. In both sports and business, honesty and dedication can separate the champions from the amateurs. This principle is echoed by former UFC Champion Tim Sylvia, who emphasizes hard work and honesty in whatever venture you undertake. Partnerships with seasoned professionals from diverse backgrounds, like those in the UFC, offer unique insights and solutions that can shift a dealership's financial trajectory. Leveraging Unseen Opportunities in Credit Card Processing In the competitive world of automotive sales, finding untapped resources for savings can be revolutionary. Sean V. Bradley and his guest, former UFC heavyweight champion Tim Sylvia, discuss a topic that often goes unnoticed—credit card processing fees. Sylvia, now an advocate for greater transparency in credit card processing through his partnership with Oval Business Solutions, highlights the significant impact these fees can have on a dealership's bottom line. "Just to pay for their stupid credit card fee," Sylvia points out, "they have to sell six cars." A startling realization when considering the average dealership's sales metrics, it illustrates how these hidden costs may significantly hinder financial growth. Instead of falling prey to these fees, dealers have the opportunity to reduce them by partnering with experts who understand the intricacies of the industry. By transitioning to strategies that prioritize transparency and efficiency, dealers could potentially recover thousands of dollars otherwise lost to excessive processing charges. This newfound capital can be reinvested into operations that drive advancement and success. The Importance of Training: Lessons from the Octagon Sylvia draws parallels between the dedication needed for professional sports and business success. His transition from a UFC champion to a formidable figure in the automotive credit card processing sphere underscores the significance of relentless training and discipline. "The quicker you get it done, the quicker you figure that out, the better off you're gonna be," Sylvia advises, a testament to how champions hone their skills—a process applicable beyond the ring. Dealers, much like athletes, must train continuously, embracing cutting-edge strategies and technologies to stay ahead. Dealers who invest in extensive training enjoy a tangible edge over competitors who rely on outdated practices. As highlighted further during the podcast, training should not end with just mastering sales tactics. It encompasses knowing every facet of the business, from customer interaction to financial strategies—ensuring every tax dollar saved and every sale made contribute significantly to the dealership's profitability. Collaboration Equals Innovation: Bridging Sports and Sales Bradley's podcast shines a light on innovative solutions born from unique collaborations between industries. Sylvia's partnership with Oval Business Solutions, supported by CEO Jake Rask, showcases how harnessing diverse expertise can redefine dealership success. Rask, drawing on his own experiences as a former dealer principal, provides invaluable insights into navigating the often murky waters of credit card processing fees. Rask affirms, "Your vibe attracts your tribe," emphasizing that surrounding oneself with winners cultivates a culture of success across all domains. In dealerships, this principle echoes the necessity of aligning with knowledgeable partners, not only for immediate savings but also for sustained growth potential. This convergence of sports discipline and business acumen can transform auto dealerships, offering creative new pathways to efficiency, profitability, and reputation management by utilizing connections of high esteem and diverse backgrounds. Dealerships seeking to seize these opportunities must consider the benefits of engaging with leaders who bring unique, field-tested experiences and fresh tactics to the table. Utilizing such collaborations in dealership settings furthers growth while substantially boosting the bottom line. By comprehensively exploring hidden savings, deploying relentless training principles, and engaging in strategic collaborations, dealerships can position themselves for enduring profitability and success. The takeaways from this dialogue provide crucial insights into how management can reshape organizational strategies, seizing untapped potentials often overlooked in the realms of financial logistics. With this understanding, stakeholders can initiate transformative changes to tackle both visible and unseen challenges, leading their dealerships toward a prosperous future in the automotive industry.     Resources + Our Proud Sponsors: ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Automotive Sales Mastermind Facebook Group with over 29,000 automotive professionals worldwide. The Millionaire Car Salesman Facebook Group is the go-to community for car salespeople, BDC agents, sales managers, general managers, and dealer principals looking to increase performance, income, and leadership skills. Inside the group, members collaborate daily on automotive sales strategies, lead handling, phone scripts, closing techniques, CRM best practices, dealership leadership, and accountability systems. Learn directly from top automotive trainers, industry mentors, and high-performing sales leaders who are actively winning in today's market. If you're serious about growing your automotive career, increasing car sales, and building long-term success, join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: Dealer Synergy is the automotive industry's #1 Sales Training, Consulting, and Accountability Firm, with over 20 years of proven dealership success nationwide. We specialize in helping car dealerships increase sales, improve processes, and build high-performing Sales, Internet, and BDC departments from the ground up. Our expertise includes automotive phone scripts, rebuttals, CRM action plans, lead handling strategies, BDC workflows, Internet sales processes, management training, and accountability systems. Dealer Synergy partners directly with dealership leadership to align people, process, and technology, ensuring consistent results and scalable growth. From independent dealers to large dealer groups and OEM partnerships, Dealer Synergy delivers measurable performance improvements, stronger teams, and sustainable profitability. ➼ Bradley On Demand: Bradley On Demand is the automotive industry's most advanced interactive training, tracking, testing, and certification platform for car dealerships — built to develop top-performing teams across Sales, Internet Sales, BDC, CRM, Phone Skills, Leadership, and Management. In addition to LIVE virtual automotive training classes and a library of 9,000+ on-demand dealership training modules, Bradley On Demand now includes AI Phone Roleplaying and Coaching to help salespeople and BDC agents practice real dealership conversations before they ever get on the phone with customers. This AI-powered roleplay technology strengthens phone scripts, objection handling, appointment setting, lead follow-up, and closing skills, while providing measurable coaching feedback for continuous improvement. Bradley On Demand empowers dealerships to train faster, coach smarter, improve call performance, increase closing ratios, and sell more cars more profitably — all through structured, trackable, modern automotive training.

Michael Bull welcomes Max Sea, Senior Director of Strategy and Operations at VTS. They delve into the current state of the office market and discuss key insights from VTS's annual leasing prediction outlook.Discussions include valuable data on tenant demand trends in major markets like San Francisco and New York, highlighting expected growth rates and the influence of tech and finance sectors, and how the return to office (RTO) trends are shaping demand and the implications for landlords and tenants alike. Tune in for a comprehensive look at the evolving landscape of office leasing and what it means for the future.  TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.com Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/ Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/  

In this livestream-style episode, Michael LaFido shifts from interviewing service providers to spotlighting a real-world success story from one of his Luxury Mastery coaching students, Felita, a Houston-based agent with 24 years of experience. Michael frames the conversation around opportunities—explaining the difference between cold opportunities (people who don't know/like/trust you yet) and warm opportunities (your sphere, CRM, and people who already know you). The main case study: Felita challenged her own limiting beliefs by hosting an open house at a $1.95M listing—nearly 3x higher than the most expensive open house she'd ever hosted (previously ~$650K). Despite little prep time (she hadn't toured the home in advance and didn't deploy as many signs as recommended), she generated strong traffic across the weekend and proved to herself that luxury buyers are “no different than everyone else”—they still respond to confidence, professionalism, and great questions. Michael and Felita unpack why this worked: the listing had been on the market for about 18 months, meaning the listing agent and seller likely felt pressure and welcomed fresh activity. Felita approached the listing agent with a win-win solution, hosted the open house, and used a clear sign-in requirement to maintain control and professionalism. The biggest breakthrough came from her ability to adapt quickly—after noticing visitors cared heavily about schools, she returned the next day with a portfolio/binder of nearby sold homes in the school zone, which helped her build authority fast. That preparation paid off: Felita built rapport with attendees and earned the opportunity to show a couple a $3M home, expanding her confidence and pipeline in higher price points—even though she hadn't personally sold above ~$600K before. The episode closes with Michael encouraging viewers to step out of their comfort zone, leverage OPP (Other People's Properties) with permission, and use simple video before/during/after open houses to position themselves as a trusted authority. Michael also promotes upcoming LUXE Designation training (including an April 16 Houston event) and ends with his signature motivational theme: “Prove them wrong.” Key Takeaways Luxury growth starts by chasing opportunities, not just closings. Hosting higher-end open houses can be a fast path to new relationships and confidence. Stale listings can be a strategic opening for a win-win pitch to the listing agent. Asking great questions + listening creates trust quickly, even in luxury. Adaptation wins: bring value that matches buyer motivation (ex: school-specific portfolio).      

A 2.75% interest rate deal in this market sounds impossible—until you hear how Chad Glover structured it. Chad joins Justin Tuminowski to unpack a real subject-to acquisition on a USDA loan, plus the strategy he's using to turn the property into co-living / rental-by-the-room for serious monthly cash flow. ➡️ Meet Pace on the Creative Nation Tour: https://bit.ly/GetCreativeNationTour ➡️ Download the Free SubTo A-Z e-book: https://subto.sjv.io/qzd0Vb  ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/6yYWBG ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow

In this episode of Building the Billion Dollar Business, host Ray Sclafani breaks down six practical ways financial advisory firms can fuel organic growth, the most reliable indicator of long-term firm health.Organic growth goes beyond market-driven AUM increases. It reflects a firm's ability to consistently attract new client relationships, deepen existing ones, and create a repeatable, scalable growth engine. Ray explains why firms that win new households outperform peers in revenue, enterprise value, and advisor productivity, yet still underinvest time and resources in client acquisition.The result is a clear roadmap for firms that want to move from opportunistic growth to a self-sustaining, institutionalized client acquisition model.Key Takeaways Organic growth is one of the clearest indicators of an advisory firm's long-term health and sustainability.Firms that consistently attract new client households outperform peers in revenue, enterprise value, and productivity.A focused, consistent value proposition strengthens marketing effectiveness and client relevance.CRM systems should be actively used to track opportunities, heirs, and wallet-share expansion.Firms that embed growth into their culture create repeatable and scalable client acquisition engines.Questions Financial Advisors Often AskQ: What is organic growth in a financial advisory firm?A: Organic growth reflects a firm's ability to deepen existing client relationships and consistently attract new client relationships, rather than relying solely on market performance or external acquisitions.Q: Why is organic growth important for wealth management firms?A: Organic growth enables firms to expand capabilities, increase capacity, reinvest in client value, and build a scalable, self-sustaining business. Firms that consistently attract new clients outperform peers in key performance areas.Q: What is a Loyal Client Advocate (LCA)?A: Loyal Client Advocates are clients who are vocal supporters and active connectors. They often generate referrals and play a critical role in helping firms grow through trusted introductions.Q: Why should advisory firms move away from the “eat what you kill” model?A: Organic growth works best as a team-based effort. The most effective firms divide responsibilities for lead generation, nurturing, and closing, allowing advisors to focus on their strengths rather than operating independently.Q: How does CRM support organic growth?A: CRM systems help firms track opportunities with current clients, heirs, and future inheritors. Regularly reviewing CRM reports ensures growth opportunities don't fall through the cracks.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Planning this episode felt like getting a dose of my own medicine.When I help clients build their five-minute booking process, I always tell them: your FAQs don't belong buried on your website. They belong right above where someone is about to pay you.So today, we're doing that for Systems in Session.If you've been wondering:Is this only for Dubsado users?Do I need this if I've had my CRM for years?Is this a course or true one-to-one support?How much time will this actually take?Can we build more than one offer?What if I've worked with you before?This episode answers all of it.You'll hear exactly what Systems in Session includes, how the 60-day done-with-you Dubsado setup works, and why most of my clients are not beginners — they're experienced service providers who are tired of babysitting their backend.Because this isn't about learning more tech.It's about building high-touch, low-effort systems that make your premium offers easy to book, effortless to deliver, and impossible to forget.If you've ever:Checked Dubsado at 2amHesitated to raise your prices because your backend feels fragileAvoided selling because delivery still feels manualFantasized about sending a proposal and getting paid within minutesThis episode is for you.What You'll Learn (AKA The Questions I'm Answering)Is Systems in Session only for Dubsado users?I've had Dubsado for years — do I still need this?Is Systems in Session a course, a group program, or true one-to-one support?How much time does this actually take each week?What happens if I don't “finish” in 60 days?Can we build more than one offer inside this container?I've worked with you before — do I still need Systems in Session?How do I prepare before we start?If you've ever:Checked Dubsado at 2amHesitated to raise your prices because your backend feels fragileAvoided selling because delivery still feels manualFantasized about sending a proposal and getting paid within minutesThis episode will help you decide your next move.Links Mentioned

In this podcast episode, I'm taking you behind the scenes of my exact proposal process — from client call to signed contract — so you can stop overthinking proposals and start closing clients with ease.✨ Watch on YouTube: https://youtu.be/KzflKtCa1KoI walk you through:How I structure proposals so they're clear, simple, and professionalWhy understanding a client's end goal matters before you ever send pricingHow I audit a client's business before proposing servicesThe exact proposal template I reuse to save hours of timeHow I include timelines, deliverables, upsells, and next steps without frictionWhy using a CRM system completely changed how I run my businessI also show how I use my CRM to streamline proposals, contracts, payments, and follow-ups so nothing slips through the cracks.If you want a proposal process that feels professional, aligned, and easy for clients to say yes to — this video will help.✨Get 20% off Dubsado with code mfstudios 

The Secret Weapon for Scaling Your Real Estate BusinessAre you a "solopreneur" working a demanding nine-to-five while trying to build a real estate empire in the margins of your day? Most part-time investors find that marketing and due diligence are the first things to fall off the plate when they get home exhausted at 6:00 PM. But if you want to reach six figures in your first year, you cannot keep doing $15-an-hour tasks and expect a high-level bank account. In this episode, we're diving deep into the tactical side of leveraging virtual assistants (VAs) to clone your efforts, automate your systems, and ensure your business is working—even while you're asleep. Key Strategies for Leveraging a Virtual AssistantAutomated Due Diligence & Spreadsheet Scrubbing: Instead of manually checking every asset on a tape, a trained VA can "scrub" your spreadsheets to pull Zillow values, rental rates, and back taxes. They can even save property photos into a Dropbox and run preliminary calculations based on your specific formulas, delivering a narrowed-down list for your final review. Dominating Local Markets via Direct Marketing: A VA can act as your "social sleuth," performing skip tracing to find borrower phone numbers and emails or pulling IRA investor contacts directly from county records. They can manage your entire marketing funnel—from designing postcards in Canva to executing mail merges and scheduling email blasts in your CRM—so your outreach stays consistent without you lifting a finger. Social Media & Content Management: Don't let your social profiles become a "ghost town." VAs can take your recorded podcast audio or video and transform it into YouTube descriptions, blog posts, and LinkedIn newsletters. They can also manage your Facebook groups, design daily marketing graphics, and ensure your "30 by 30" marketing matrix is executed every single day. High-Level Asset Management & Outreach: Beyond simple admin tasks, VAs can handle the heavy lifting of calling bank asset managers or research probate leads in specific counties. They can also serve as a "contract-to-close" manager, coordinating between attorneys, loan processors, and service providers to ensure your deals move from a signed contract to a funded asset smoothly. The ROI of Delegation: While a quality real estate VA typically costs between $10 and $12 an hour, the return on investment is massive. For roughly $850 a month, you gain 20 hours of weekly productivity that allows you to focus on the "big rocks"—finding deals and raising capital. This system replaces the need for expensive local office space and full-time staff while providing a 24/7 engine for your business growth. Success in real estate investing isn't about working harder; it's about working smarter by delegating the tasks that are below your pay grade. As we move through 2026, the gap between the "hobbyists" and the "heavy hitters" will be defined by who uses the tools of automation and delegation most effectively. Don't wait for "perfection" to start marketing—perfection is the enemy of results. Take action today, find a partner like Riva Global to help you staff up, and start focusing on the big-money moves that will actually change your life. Ready to stop doing it all yourself? Book a call at talkwithscottcarson.com to discuss how we can help you systematize your note business for the new year!Watch the original Video HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join Note Night in America community today:WeCloseNotes.comScott Carson FacebookScott Carson TwitterScott Carson LinkedInNote Night in America YouTubeNote Night in America VimeoScott Carson InstagramWe Close Notes Pinterest

In this episode of the Modern Direct Seller Podcast, we shine the spotlight on one of the most important (and most avoided) activities in direct sales: following up. We're breaking down the real reasons so many sellers skip it, how to shift your mindset around it, and the simple systems you can put in place to stay consistent. The leads are already there. This episode is about making sure they don't go cold, with straightforward strategies to follow up at every stage and build the kind of relationships that keep customers coming back.From a simple Google Sheet to a fully automated CRM, there's a follow-up system for every stage of your business. Grab the free 300 Club Tracker to get started, and head over to Oh My Hi to explore what automated follow-up can look like when your business is ready for it. Time-Based Notes:3:44 - Overcoming the Fear and Mental Blocks Around Follow-Up6:10 - Systems and Tools to Keep Your Follow-Up Organized9:13 - What to Do When You've Waited Too Long12:11 - Follow-Up Strategies for New Leads15:00 - Following Up with New Customers17:37 - The Best Channels and Methods for Follow-Up20:23 - How Much Follow-Up Is Too Much?23:19 - Building Follow-Up Into Your Daily RoutineShow sponsored by CinchShare: The number one most trusted social media scheduling tool for direct sellers. Start your 60 day trial today with coupon code KEYBOARD60 and spend less time posting and more time socializing!Get the full show notes at https://moderndirectseller.com/episode277

January and February feel quiet in the title industry. Closings slow down. Calendars look light. It's tempting to coast. But in this episode, Crosby and Zina challenge that mindset completely. Winter isn't downtime; it's separation season. Revenue is a lagging indicator, and the deals you close in April are a reflection of what you built in February. This deep dive unpacks a three-phase framework called the 90-Day Spring Sprint, a practical roadmap for turning slow months into strategic advantage. From AI-powered CRM segmentation to personalized outreach, fraud-focused authority content, and automated workflows, this episode is a blueprint for reps and agency owners who want to enter spring positioned, not panicked.   What you'll learn from this episode 3 phases of the 90-Day Spring Sprint AI tools that can segment your CRM and surface real market intelligence What kills momentum, and what value-first outreach looks like How to build authority before contracts spike Why hustle isn't the true competitive advantage in 2026   Resources mentioned in this episode ChatGPT Perplexity AI Claude Canva AI Loom Descript Zapier Apollo Clay   Connect With UsLove what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected. Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil Stop waiting on underwriter emails or callbacks—TitleGPT.ai gives you instant, reliable answers to your title questions. Whether it's underwriting, compliance, or tricky closings, the information you need is just a click away. No more delays—work smarter, close faster. Try it now at www.TitleGPT.ai. Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold calling—just real opportunities. Get started at AlltechNationalTitle.com. Extra hands without extra overhead—that's Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.

Episode 133: This week, Kyle Van Pelt talks with Jennifer Goldman, Founder and Strategic Operations Transformer and Integrator at My Virtual COO. Jen is an operations expert with 30 years of experience helping 1,000+ service businesses to thrive.  Jen talks with Kyle about what it really takes to run a profitable, scalable advisory firm. From defining what makes a truly great operator to navigating the messy middle of firm growth, Jen shares practical insights on constellation thinking, building operational leaders, and making hard profitability decisions. She also dives into the emotional and structural crossroads firms face as they scale, the evolving role of technology and AI in operations, and why clean data and strong systems still require human ownership. In this episode: (00:00) - Intro (03:33) - Jen's money moment (06:39) - What it takes to be a great operator (08:55) - How "constellation thinking" works (12:19) - Balancing SOPs with creativity in operations (14:42) - The profitability challenges in the growth process (16:57) - What determines whether you should build or join a platform (21:42) - How Jen utilizes AI in her work  (23:01) - Why AI can't replace CRMs (27:27) - Why it's important to have clean CRM data (32:36) - What it takes to build a process for advisors and investors (37:35) - What Jen looks for when engaging with advisors (39:53) - Jen's outlook on the future of the financial services industry (42:51) - Jen's Milemarker Minute Key Takeaways Think like an operator. Great operators don't work in silos. They practice "constellation thinking"—understanding how a change in one area (people, process, technology, profitability) impacts the rest of the organization. Sustainable growth comes from seeing those connections before making decisions. Progress beats perfection when scaling a business. Operators must act with imperfect information and accept small failures along the way. Waiting for perfect data or perfect conditions slows growth. Progress, iteration, and course correction are what move firms forward. Your growth path depends on how well you've built your team. When firms hit major crossroads, whether to scale into a platform or join one, the deciding factor is often people. Leaders who develop decision-makers and future executives create optionality—those who don't often feel stuck or fatigued. Systems create stability, but creativity keeps operations moving. SOPs and structured processes are essential for consistency, but operators must also stay flexible and creative when reality doesn't follow the playbook. Balancing structure with adaptability is key to running a resilient firm. Quotes "Your data is so important. It's telling you stories. If you don't keep it clean, it's not going to tell you what you need to do next with the business." ~ Jennifer Goldman "Businesses cannot scale unless they're constantly and continuously improving. It doesn't have to be a heavy lift. Just shine a light, make a small change, and keep going." ~ Jennifer Goldman "This clarity around data and understanding, pulling it together, and using it effectively is so important. It allows you to have more touch with the people around you, whether it's clients or the advisor teams." ~ Jennifer Goldman Links  Jennifer Goldman on LinkedIn My Virtual COO The Let Them Theory Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

What would it take for your business to operate without you? And how much value are you leaving on the table by building around yourself instead of around systems? In this episode, Jeremy Houser speaks with Bob Zamary, Partner and Director of Practice Management at Simplicity, about helping advisors build enterprise value and long-term freedom. They outline the foundations of equity value, from repeatable processes and documented sales systems to mission-driven hiring and leadership. Bob also shares how revenue diversification, data tracking, and intentional onboarding strengthen both valuation multiples and client experience. Bob highlights: Why documented sales, onboarding, and service workflows increase valuation and scalability How revenue diversification expands enterprise value and attracts stronger multiples The role of mission-driven hiring in retention and long-term team alignment Why data tracking and CRM visibility are essential for strategic growth decisions When is an advisor truly ready to scale and bring on a business consultant? How efficiency must translate into a better client experience to sustain referrals And more! Connect with Bob Zamary: LinkedIn: Bob Zamary Simplicity Group Connect with Jeremy Houser: jeremy.houser@simplicitygroup.com 713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Bob Zamary is a Partner and Director of Practice Management at Simplicity, leading a team dedicated to empowering financial advisors. Drawing on over 25 years of experience leading operations and client services through large-scale integrations, he provides the practical guidance and streamlined operations advisors need to become confident business owners and grow their practices. Bob and his wife, Caroline, live in Scottsdale, Arizona. They enjoy spending time with their four adult children and four grandchildren nearby, and Bob’s hobbies include community service, travel, hiking, and mountain biking. Disclosure #: 5207200 – 0226

In today's episode of iGaming Daily, SEO Expert Ivana Flynn is joined by Alina Shvartskop Kalinichenko, Head of SEO at SEOloft, as the duo discuss how iGaming operators and affiliates can future-proof their SEO strategies for 2026 after one of the most volatile years the industry has ever seen.Tune in to today's episode to find out:Why branding is your ultimate SEO shield and how a strong, unified brand identity can stabilise traffic when generic keyword rankings collapse.How to defend against negative SEO attacks from spam link floods to reputation sabotage, and what backlink hygiene really looks like in 2026.The truth about White Hat vs Black Hat SEO and why you should study manipulative tactics without relying on them.How to implement agile SEO sprints by building long-term vision while executing in fast, adaptable 1-3 month cycles.How to prepare for AI-driven search including practical tactics to optimize for AI overviews, LLM citations, and third-party brand signals.Host: Ivana FlynnGuest: Alina Shvartskop KalinichenkoProducer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.To see how this approach comes to life, Optimove Connect returns to London on March 11 and 12, 2026. It is the only user conference where marketers from around the world share real-world results of Positionless Marketing driving efficiency and ROI. Register at connect.optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

Most people don't actually know what it feels like to feel good physically, mentally, or in business. In this episode, Chris and I sit down with our VIP Mastermind guests for 3 powerful conversations that challenge the way you think about performance. Lindsey Burwell talks about metabolism, blood sugar, liver health, and why your body isn't “slowing down. Ashley Ansuini breaks down how to build a magnetic community in business, rally hundreds of people consistently, and scale without losing culture. Then, Dr. Matt Zanis shares about elite recovery, mindset, biohacking myths, and the habits high performers use to stay at the top. Tune in to raise your standards in your body, your leadership, and your life. Check out our Sponsors: Northwest Registered Agent - Don't wait, protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit ⁠HERE⁠ Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period ⁠HERE⁠ Brevo - the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today, or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to ⁠H⁠ Working Genius - If you're a CEO, an entrepreneur, or anyone who wants to level up, Working Genius helps you drop the shame around your weaknesses and focus on what you naturally do best. Take the Working Genius assessment and get 20% off with code EARN ⁠HERE⁠ Indeed - Spend less time searching, and more time actually interviewing candidates who check all your boxes. Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go ⁠HERE⁠ right now and support our show by saying you heard about Indeed on Earn Your Happy. Granola - Meet Granola, an AI-powered notepad built for the way real people actually meet. Get three months free ⁠HERE⁠. OSEA - Give your skin a rest with clean, clinically tested skincare from OSEA. Get 10% off your first order sitewide with code EARN ⁠HERE⁠. HIGHLIGHTS 00:00 Meet Lindsey Burwell, founder and CEO of The Patch Method. 04:30 Does your metabolism really slow down as you age? 09:30 The truth about GLP-1s and regulating blood sugar the right way. 14:15 How do you support your liver? 19:15 Is your body really absorbing the supplements you're taking? 27:45 How Ashley Ansuini built a 200+ person weekly rooftop Pilates community. 31:00 How to build culture, retention, and connection in brick and mortar. 41:30 The leadership shift required to scale without losing culture. 47:30 Why training instructors in culture matters more than teaching movement. 53:00 Why teaching trainers became more fulfilling than teaching classes. 55:15 Meet Dr. Matt Zanis, a.k.a. the “puzzle-solving” physical therapist. 01:00:00 Where most people quit recovery and performance progress. 01:08:00 Why men's testosterone levels are at an all-time low. 01:11:15 Most people don't even know what feeling good actually feels like. 01:13:15 The 3 habits elite performers never skip. RESOURCES First 20 listeners get a FREE Patch Kit, and everyone else gets $20 off their first pack:  DM “LORI” to @the.patchmethod - ⁠https://www.instagram.com/the.patchmethod⁠ Shop The Patch Method ⁠HERE⁠ Book a class at The Good Place LV ⁠HERE⁠ Email Matt for private coaching HERE – ⁠matthew@rootedinmovement.com⁠ Apply for the Elite Entrepreneur Mastermind ⁠HERE⁠! Get on the waitlist for Mentor Collective Mastermind ⁠HERE⁠! Try glōci for 40% off your first order with code HAPPY at checkout - head to ⁠getgloci.com⁠ FOLLOW Lori: ⁠@loriharder⁠ Chris: ⁠@chriswharder⁠ glōci: ⁠@getgloci⁠ Lindsey: ⁠@lindseyburwellwellness⁠ The Patch Method: ⁠@the.patchmethod⁠ Ashley: ⁠@_ashleysue_⁠ The Good Place: ⁠@thegoodplacelv⁠ Matt: ⁠@rootedinmvmnt

We look back at stories of companies that were disrupted -- Siebel Systems and Apple (NASDAQ: AAPL( -- to better understand how disruption emerges and whether history can be a guide for disruption during the AI paradigm shift. Asit Sharma, David Meier, and Tim Beyers discuss: - Disruption stories from history. - The three signs of disruption and why they matter now more than ever. - Two companies that may be at serious risk for disruption now and for the long term. Don't wait! Be sure to get to your local bookstore and pick up a copy of David's Gardner's new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It's on shelves now; get it before it's gone! Companies discussed: FIG, TOST, CRM, HUBS, TTD Host: Tim Beyers Guests: Asit Sharma, David Meier Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

If you feel overwhelmed every time you open your laptop… this episode is for you. Today we're diving into digital clutter — the hidden stressor slowing down your productivity, content creation, client follow-up, and overall business growth. From too many browser tabs to unused subscriptions, scattered content ideas, messy CRMs, and incomplete workflows… digital overwhelm is costing you time, money, and momentum. As a travel agency owner building streamlined onboarding systems (and migrating platforms myself), I'm breaking down how to simplify your tools, clean up your systems, and scale smarter — without adding complexity. ✨ In This Episode, We Cover: What digital clutter actually is (and why it's killing your momentum)Signs your systems are overwhelming youHow tool overload creates decision fatigueWhy successful travel advisors use fewer, clearer systemsHow to audit your subscriptions and softwareSimplifying your content planning workflowOrganizing your content hub (Google Drive, Trello, ClickUp, Notion, etc.)Streamlining your CRM and client inquiry processTravel Joy vs. Tern (and why choosing one system matters)Building automated workflows for client follow-upCreating repeatable systems that support scalingWhy simplicity leads to more bookingsHow decluttering supports profitability and mental clarity

Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEDon't miss an upcoming event with The Institute: https://geni.us/InstituteEvents2026Shop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.Click here to schedule a free demo: https://info.shop-ware.com/profitabilityTransform your shop's marketing with the best in the automotive industry, Shop Marketing Pros!Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingProsShop owners, are you ready to simplify your business operations? Meet 360 Payments, your one-stop solution for effortless payment processing.Imagine this—no more juggling receipts, staplers, or endless paperwork. With 360 Payments, you get everything integrated into a single, sleek digital platform.Simplify payments. Streamline operations. Check out 360payments.com today!In this episode, Lucas and David are joined by Tyler Wonderlic from Steer and AutoOps. Tyler explains the value of a CRM for shop owners, emphasizing its role in centralizing customer communication and improving retention. David shares his frustrations with customer miscommunication and online reviews, sparking a conversation about managing reputation and crafting thoughtful responses. Lucas and Tyler also discuss the importance of segmenting customer experiences to meet diverse expectations.00:00 "Realizing Athletes Are Kids"09:11 "Save $1,300 or Time?"12:24 Steroid Loopholes Exploited by Chemists20:41 "Bad Reviews, Full Parking Lots"24:36 Learning from Criticism Strategically26:42 "CRM Value and Subscriptions"35:58 "Customizing CRM for Business Goals"41:09 "Challenges with Accurate Data Analysis"43:04 "Customer Service Expectations Rant"51:51 "David's Family and Loss"57:35 "Balancing Service and Spending"59:34 "iPhone Over Safety Concerns"

Send a textReady for a trade show plan that actually helps you win the year? We break down the NFBA Building Expo in Oklahoma City with a clear schedule, the best sessions to target, and a floor strategy that turns handshakes into real results. From the free contractor pass to where to find us by the entrance, you'll know exactly how to navigate three days of training, demos, and community without wasting a step.We start with the essentials: breakfast windows, breakout formats, and why the keynote economic update matters for pricing, forecasting, and hiring. Then we zero in on the tracks that move the needle—business management, sales and marketing, and safety and technical knowledge—plus shed-building demonstrations you can bring straight to the jobsite. If barn dominiums are on your plate, we highlight the sessions that tame client burnout, streamline plans, and set a predictable path from design to delivery.On the floor, we point you to integrated solutions: IdeaRoom and SmartBuild for design-to-materials workflows, Defyned SEO for lead generation, Velocity360 for CRM and AI-assisted follow-up, and trusted suppliers like Burrows, Graber, Plyco, and MWI. We also spotlight community touchpoints that build lasting relationships—Women in Post-Frame, Christians in Construction, and the Expo Social and foundation auction—plus how to use NFBA membership and archived handouts to keep learning after the doors close.We'll be at the entrance to the right—come say hi, compare notes, and leave with a punch list you can implement in 30 days. If this guide helps you prep, subscribe, share with a teammate, and leave a quick review so more builders can find it. Which session or booth is first on your list?For more information or to know more about the Shed Geek Podcast visit us at our website.Would you like to receive our weekly newsletter? Sign up on our website.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: J Money LLC

In this episode, Steve Fretzin and Sarah Persich discuss: Investing time instead of just spending it Fixing systems before layering on automation Building a connected tech stack that talks to itself Using AI strategically while managing risk   Key Takeaways: High-performing firms focus on building systems that multiply their time rather than endlessly grinding through tasks. Automation, documented workflows, and thoughtful process design “buy back” hours every week. The goal is long-term leverage, not short-term busyness. Most lawyers do not have an automation problem first; they have a clarity problem around roles, processes, and workflows. Undefined responsibilities and undocumented systems cause time leaks long before software can solve anything. Strong foundations make automation effective instead of chaotic. A solid CRM, practice management system, and an integration layer like Zapier allow firms to eliminate repetitive manual work. Open APIs and thoughtful integrations turn scattered tools into a coordinated system. When payments, contracts, intake, and follow-ups connect seamlessly, administrative drag disappears. AI becomes powerful when prompts are specific, voice is clearly defined, and systems are documented with tools like Loom and structured SOPs. Custom prompts or GPT setups help maintain brand consistency and save substantial time on drafting and research. At the same time, firms must weigh confidentiality, compliance, and ethical considerations before deploying AI at scale.   "I still stayed in my comfort zone for a little while, and I finally allowed myself to accept being uncomfortable… the big mistake was not going out on my own sooner, and staying in that safety zone and accepting the uncomfortability. And it's been really, really great ever since." —  Sarah Persich   Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.   Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/   Thank you to our Sponsor! Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/   Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/   About Sarah Persich: Sarah Persich is a law firm automation strategist and operations expert known as “The Automation Lady.” With nearly a decade of experience inside a small law firm, she began her career as a legal assistant. She grew into the integrator role, serving as the operational second-in-command responsible for systems, technology, and process design. Her hands-on experience managing IT, workflows, and firm infrastructure gave her a front-row seat to the inefficiencies that quietly drain time and profitability from growing practices. Over time, she transitioned from internal operations leadership into marketing and automation strategy, helping firms move beyond reactive task management and toward intentional system design. Today, Sarah works with law firms to implement CRMs, streamline practice management systems, build automations, and document scalable processes. She helps attorneys distinguish between high-value strategic work and repetitive administrative tasks, enabling them to reclaim time, improve client experience, and build firms that operate with clarity instead of chaos.   Connect with Sarah Persich:  Website: https://www.automationlady.com/ LinkedIn: https://www.linkedin.com/in/sarahpersich/   Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode of Run the Numbers, CJ sits down with Mateo Bryant, CFO of Minted. They break down Minted's life-event flywheel and decades-long LTV, managing extreme seasonality when half the year happens in one month, and balancing long-term CAC with short-term monetization. Mateo also shares lessons from scaling Uber and Amazon globally, localization missteps, and making marketplaces work in emerging markets.—SPONSORS:Abacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNMateo: https://www.linkedin.com/in/bryantmatt/Minted: https://www.minted.com/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Peter Oey, CFO of Grab:https://youtu.be/tdq0AZO0dLU—TIMESTAMPS:00:00 Intro03:16 Fixer to CFO05:32 Mexico City Startups09:00 Minted Flywheel10:24 LTV Expansion11:04 Entry Points12:18 CAC and Cohorts13:42 Sponsors: Metronome | RightRev | Rillet17:06 Wedding Lifecycle19:49 Holiday Forecasting22:23 Retail Calendar24:03 Cash Flow Swings25:05 Marketing Over Sales26:06 Email Limits27:41 Sponsors: Tabs | Abacum | Brex31:02 Retail Strategy35:08 Global Experience40:47 Uber Cash Economics46:04 Cost of Not Localizing50:19 Importer of Record53:17 No Google Lesson55:34 QBR Mistake56:48 High Leverage Hours59:03 Finance Stack59:50 Seven Day Cruise Expense#RunTheNumbersPodcast #MarketplaceStrategy #EcommerceFinance #GigEconomy #CFOInsights

Most agents won't survive 2026. And it won't be because of AI or the market. It'll be because they never actually learned how to build real trust with their clients.In this episode, I break down the ONE thing that will determine whether you succeed in real estate in 2026 — and it has nothing to do with your CRM, brokerage, or marketing.The real estate industry is changing fast. AI is everywhere. Automation is normal. Consumers are smarter than ever. Commission pressure is real.When information becomes free and marketing becomes commoditized, the only thing that separates agents is character.In this episode, we break down: • Why transactional agents will struggle in 2026 • The difference between selling and advising • How caring actually becomes a competitive advantage • The CARE framework for building long-term trust • How to turn relationships into predictable incomeIf you're serious about building a real estate business that compounds — not just chasing the next deal — this is for you.⏱ TIMESTAMPS 0:00 – Most Agents Won't Survive 2026 0:19 – The One Adjustment That Changes Everything 0:52 – The One Thing You Need in 2026: Care 1:13 – Will AI Replace Agents? (Real Talk) 1:54 – The Expert Isn't the Solution — Care Is 2:31 – My Listing Appointment “No CMA” Approach 3:16 – AI Has No Empathy (Why That Matters) 3:28 – What Caring Actually Means (Real Example) 6:12 – 2026: Higher Standards, Less Transactional 9:49 – The CARE Framework (Consult, Advise, Relationships, Extend) 15:42 – 2026 Rewards Trust (Not Noise) 16:03 – Next Video: CRM That Supports This 16:12 – Final Recap + Outro

In this episode of the Grow A Small Business Podcast, host Troy Trewin interviews Gail Kasper, founder of Gail Kasper LLC, shares her journey from being fired and starting with no money to building a thriving speaking and training business. She reveals how authenticity became her competitive edge and how mastering professional sales transformed her income from free gigs to $25,000 keynotes and $600K contracts. Gail breaks down the power of referrals, structured sales systems, and strong core values in scaling sustainably. She also opens up about leadership lessons, hiring mistakes, and the mindset required to handle setbacks. This conversation is packed with practical insights for entrepreneurs who want real business success without losing who they are. 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 Gail Kasper of Gail Kasper LLC, the hardest thing in growing a small business is dealing with failure and having the resilience to keep going despite repeated setbacks. She explains that as an entrepreneur you get "hit in the face" many times through failed projects, wrong decisions, or ideas that don't take off, and the real challenge is not letting those moments stop you. Instead of quitting, she believes the key is to keep pushing forward, learn from mistakes, take action, and stay committed even when things feel uncertain or discouraging. What's your favorite business book that has helped you the most? According to Gail Kasper, her favorite business book that has helped her the most is Atomic Habits by James Clear. She values its focus on small, consistent disciplines rather than just chasing big end goals, emphasizing that daily incremental improvements create real momentum. For Gail, the book reinforces that tiny wins build confidence, strengthen habits, and ultimately drive long-term business success. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? According to Gail Kasper, she recommends podcasts and learning resources that strengthen mindset, sales, and brain-based performance, including Huberman Lab for its science-backed insights on stress and peak performance, and The Ed Mylett Show by Ed Mylett for its focus on growth, vulnerability, and high-level thinking. She values resources that blend psychology, communication, and practical application, believing that understanding how people think—especially in sales and leadership—gives small business owners a strong competitive edge. What tool or resource would you recommend to grow a small business? One highly recommended tool that Gail Kasper often points small business owners toward is HubSpot CRM, because it helps organize leads, track sales activity, automate follow-ups, and manage customer data in one place — all without needing a big tech team. Gail emphasizes that having a system that captures conversations, schedules reminders, and analyzes what's working versus what's not can dramatically improve consistency in sales and client relationships, which is essential for growth. If you're just getting started, HubSpot's free tier gives you powerful CRM basics, and you can scale into its marketing and automation tools as your business expands. What advice would you give yourself on day one of starting out in business? According to Gail Kasper, the advice she would give herself on day one of starting out in business is simple: move and take action. When she was suddenly on her own with no money in the bank, she learned that inaction is the real danger, not mistakes. She would remind herself to stay logical instead of emotional, keep pushing forward even when uncertain, and allow herself to fall and learn along the way, because consistent action is what ultimately creates momentum and success.   Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Authenticity is the foundation of confidence and the gateway to real growth - Gail Kasper Failure is not the signal to stop, it is the signal to adjust and move forward - Gail Kasper Failure is not the signal to stop, it is the signal to adjust and move forward - Gail Kasper      

Choosing software for your Pilates studio can feel overwhelming — especially if you're early in your business and trying to make thoughtful decisions without wasting time or money.In this episode of The Pilates Exchange, we explore how to choose a CRM (Customer Relationship Management system) in a way that supports your capacity, your values, and your long-term sustainability.This is not a “top tools” episode. It's not about chasing features or comparing platforms. It's about clarity.We talk about:What a CRM actually is — and why it matters in a relationship-based business like PilatesWhy software should be a partner, not a quick fixThe emotional and operational cost of constantly switching platformsThe difference between exciting features and realistic capacityHow your business size and structure should shape your decisionWhy ease of use and human support matter more than you thinkHow reporting and metrics create clarity, not controlAnd how the right system can help protect your boundaries — not erode themIf you're renting space, opening your first studio, or re-evaluating your current setup, this episode will help you ask better questions before making a decision.Thank You to Our Season SponsorOfferingTree is an all-in-one platform built specifically for Pilates professionals, handling scheduling, payments, marketing, and your website — with community and educational support along the way.Get 50% off your first three months or 15% off annual plans at:

In this episode of the CPQ Podcast, we sit down with Dustin Anglen, Strategic Partnerships Manager at PandaDoc, to discuss how PandaDoc CPQ supports faster quoting for SMB teams (roughly 5–500 employees). PandaDoc is widely known for proposals and eSignature, and Dustin explains why CPQ is a natural extension—especially for organizations that want a practical, easy-to-administer approach without heavy configuration overhead. We cover where PandaDoc CPQ fits best (including SaaS, software & technology, professional services, and education) and how customers typically use it alongside their CRM. Dustin outlines PandaDoc's API-forward SaaSapproach and its key integrations with HubSpot, Pipedrive, and Salesforce. We also discuss what's available today—and what's still evolving—such as ERP connectivity (currently not a standard integration, with MVP work underway) and common customer expectations around implementation, which is often 8–12 weeks. On the capability side, Dustin shares the top requests he sees from the market: product configuration, contract-based pricing, and CRM integration. We talk about product structure support (including bundles), pricing flexibility across segments and regions, usage-based pricing, and how PandaDoc positions its CPQ as a rules engine that is largely no-code (with options for more advanced logic when needed). We also dig into PandaDoc's AI direction—template generation, OCR and document intelligence, metadata-driven automation, and an admin-focused AI feature for helping set up product and pricing rules (currently in testing, with broader availability expected later this year). You'll also hear a few personal moments from Dustin—from his early career in the Salesforce ecosystem (including starting at Apttus in 2014), to an unexpected chapter running a beekeeping business in Santa Barbara, to his passion for freediving near San Diego. A PandaDoc CPQ free trial is available on PandaDoc's website.

In a world flooded with automation and digital noise, business success comes down to something simple: human connection. That's the core belief of Jon Ferrara, founder of GoldMine and Nimble. In this exclusive interview, Jon shares how building multi-million-dollar companies without VC funding—and surviving a life-changing health scare—reshaped his view of CRM. It's not about tracking sales; it's about nurturing relationships. He explains why traditional CRMs fail modern entrepreneurs, what to look for in your first tech stack, and why you must move from managing customers to managing your entire constituency. If you're a founder, coach, or entrepreneur struggling to stand out, this conversation will reframe how you think about growth—and why CRM matters now more than ever.Love the show? Subscribe, rate, review, and share!Here's How »Join Your First Thousand Clients Community today:mitchrusso.comMitch Russo LinkedIn