Podcasts about CRM

This week, our hosts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dave Bittner⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Joe Carrigan⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Maria Varmazis⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (also host of the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠T-Minus⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Space Daily show) are sharing the latest in social engineering scams, phishing schemes, and criminal exploits that are making headlines. We start with some follow up, this time involving a surprising new flock of chickens and a listener note from Belgium. Via Peter Janssen, as he's seen the same fake “employee discount” scams we covered, only this time targeting backpacks and other products. Dave's story is on a new “podcast imposter” scam, where fake invites trick business owners and influencers into giving remote access so attackers can hijack their accounts. Joe's got a story on Workday disclosing a breach after attackers used social engineering to infiltrate a third-party CRM system, and why this matters given Workday's wide use as the front end for so many companies' HR departments. Maria brings two quick hits this week: a fake FedEx text scam making the rounds, and a look at whether covering kids' faces with emojis in photos really protects their privacy — or if it's more illusion than protection. On today's catch of the day, Dave got a text claiming he's been recommended for a high-paying, no-experience-needed YouTube job—classic signs of a scam promising easy money and “free training.” Complete our annual ⁠⁠⁠⁠⁠⁠⁠⁠audience survey⁠⁠⁠⁠⁠⁠⁠⁠ before August 31. Resources and links to stories: ⁠⁠Dumbest Friend Just Bought 20 Chickens Executives Warned About Celebrity Podcast Scams Workday Discloses Data Breach Following CRM-Targeted Social Engineering Attack Will covering your child's face with an emoji actually protect their privacy? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Have a Catch of the Day you'd like to share? Email it to us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠hackinghumans@n2k.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Kris sits down with Tea Shong and Trina Romanowski, the powerhouse mother-daughter duo behind a thriving, multi-site early childhood business in Michigan. Winners of the Partnership of the Year Award at the Child Care Success Summit, Tea and Trina share how they scaled from an in-home daycare to three high-quality centers, all rooted in purpose and shared vision. They discuss navigating family dynamics, leading with clarity, embedding nature-based learning, and using creative systems like coaching calls and color-coded lanyards, to keep their team culture strong across every location. Key Takeaways: [3:26] Kris starts to shift to all things Summit prep!  [7:03] Tea and Trina talk about their family's involvement in education and coaching, blending their expertise in both fields.  [9:03] The business has grown from a small in-home center to a high-quality program with three locations, serving approximately 250 children. [11:24] Tea and Trina talk about winning the Partnership of the Year award at the Childcare Success Summit, and what that meant to them.  [12:49] Tea and Trina share their impressive fun facts!  [15:55] Their family dynamics and the challenges and rewards of working together in a family-owned business. [17:08] How they incorporate natural elements into their centers, including outdoor nature trails and using natural materials. [20:02] Their coaching structure, including weekly Zoom meetings and collective coaching calls. [21:19] Having a VA to help them with administrative tasks.  [22:13] How joining the Academy helped them.  [27:57] Using a color-coded lanyard system to reinforce core values, and other techniques that have become culture drivers.  [31:52] Running a business that empowers both the staff and the children and their families.  [33:24] Investing in a CRM system.  [34:05] ECE owners are very sometimes reluctant and shy about telling their story, and it's important to know and share yours!  [39:44] Tips for moving away from a fear-based mindset and being able to separate from people that aren't a fit for your business.  [41:27] The importance and beauty of self-love.  [44:08] What's next for Tea and Trina?    Quotes: “Sharing your vision with your team sets the course, and it gets everybody excited and enthused and energized and in a positive mindset around where you're headed, and that can reduce fear, anxiety and that questioning that goes on in people's minds.” - Kris [2:44]    “From being a small in-home center to just basically keeping everyone alive and healthy and learning basic stuff to now a company that's doing all of this curriculum just being that next notch of a childcare center, that's where we're at now.” - Trina [10:09]    “Our mission is to ignite the spark. So if that speaks on the passion and all that goes with it, I think that's what truly sets us apart from other programs, and then just really valuing nature as an aspect of our program as well.” - Trina [17:08]    “I think we need to give shout outs to this organization. If Tea hadn't talked me into joining here, I would still be the director and drowning and trying. I could never be in the position where I am coaching and inspiring people.” - Trina [19:10]    “Be patient with yourself. Do little by little, and keep reaching for those higher goals.” - Trina [21:05]    “I think if there's one thing that I can say made a huge difference, the biggest difference would just be investing in a CRM system.” - Tea [33:40]    “Knowing that whatever happens to me is happening for me, not to me.” - Tea [44:08]  Sponsored By: ChildCare Education Institute (CCEI) Use code CCSC5 to claim a free course!   Mentioned in This Episode: Kris Murray @iamkrismurray The Child Care Success Company The Child Care Success Academy The Child Care Success Summit Grow Your Center Childcare Education Institute: Use code CDARenewal22 to get $100 off your renewal Birth Toddlers & Beyond   

THINK LIKE A MARKETER, HIRE LIKE A PRO Are you treating hiring as strategically as you market your services or products? More importantly—is your business attracting the right talent, or repelling them before they even apply? Before you hit play, ask yourself: Would your dream employee be excited to work for your company based on what's visible on your website, Google listing, and social media today?Are you making the critical mistake of only “marketing” your business to customers—while great candidates just breeze by?How could applying your customer marketing playbook to hiring result in better people, less stress, and faster growth this year? In this episode, we reveal how to think like a marketer and hire like a pro: Why your employer brand matters as much as your customer brand, and how to align both for authenticity that attracts—not just applicants, but the right people.Proven ways to “out-story” your competition and use reviews, social proof, and candid team content to build trust and culture.The marketing funnel approach to hiring: from nurturing a talent pipeline and optimizing job pages for SEO, to automating touchpoints with CRM and email lists—so you're never scrambling when that critical position opens up.Real stories from the front lines (including a few hiring misadventures) that highlight what works, what doesn't, and how marketing tactics can build a sustainable, scalable hiring process. Meet Your Marketing Guides: Ian Cantle – Dental Marketing HeroesKen Tucker – Changescape WebPaul Barthel – Changescape WebJeff Stec – Tylerica Marketing Systems Each week, your Marketing Guides bring you hard-earned wisdom and practical tools you can use right now to outsmart your competition—whether you're building a customer base or a team. Ready to build a brand that attracts top talent—not just more customers?

Welcome to The K9PT Academy podcast, the only podcast in veterinary rehabilitation & physical therapy that focuses on helping business owners and entrepreneurs build and scale a profitable and successful canine rehabilitation business! Selling in healthcare often feels uncomfortable, but the truth is that selling is about providing value and helping clients make the best decision for themselves and their pets. In this episode, I break down the Top 5 Reasons why canine rehabpreneurs struggle to raise their rates and charge what they're worth, and how shifting your mindset and processes can change everything. Listen to the full episode as we discuss:

Meet Stacy

Christina & Steve Ross are filling Pace in about all they've been up to and where they're headed!—These two marketing & branding pros turned real estate visionaries, are making serious waves across multiple industries.

In this episode of Cybersecurity Today, host Jim Love discusses recent developments in cybersecurity, including a method to bypass GPT5 model safeguards, malware issues in the Google Play Store, NIST's new AI-specific security controls, and a cyber attack that led to a government shutdown in Nevada. The episode also covers a CRM-related breach linked to the Shiny Hunters collective, who used OAuth tokens to gain unauthorized access. Key takeaways emphasize the need for stronger security frameworks and vigilance against evolving cyber threats. 00:00 Introduction and Overview 00:27 Exploiting GPT-5: A Simple Prompt Attack 02:20 Google Play Store's Malware Struggles 04:11 NIST's New AI Security Controls 06:06 Nevada Government Cyber Attack 08:23 Shiny Hunters' CRM Breach 10:41 Conclusion and Contact Information

Schedule Your Free Real Estate Business Strategy Session NOW: http://bit.ly/4g7kvWiLet's take a deep dive into your real estate business and create a clear, actionable plan to help you:→ Build simple, effective lead generation strategies that work for YOU→ Deliver a client experience that gets you referrals and repeat business→ Master time management to create more balance in your life→ The lessons she had to learn the hard way→ The mindset and systems that helped her reignite her passionBurnout in real estate is something I see far too often, but it's not something we talk about enough. In this episode of the Market Authority Show, I sat down with Heidi Littleton to dive into her story of hitting rock bottom in her real estate career, the tough lessons she learned along the way, and the changes that helped her find her passion again. If you've ever felt like you're doing everything “right” but still falling behind, this conversation will give you the clarity and encouragement you need to escape burnout and create a business that actually works for you.

Julie Deem sits down with Sherry Rahl from Brady Insurance Group. This episode was recorded live at Crossroads Community Church during Global Leadership Summit.Thank you Crossroads Community Church for hosting!Check them out at: https://ecrossroads.org/Learn more about Brady Insurance:https://www.bradyinsurancegroupllc.com/ Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you!Learn more at: https://lyfquest.io/Instagram:USW Podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kalena James ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Julie Deem ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠--------------------------------------------------USW Kokomo ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Production by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠⁠⁠⁠⁠⁠

This week on The RAG Podcast, we are revisiting Episode 1 from Season 7 with Kevin Frater, Director at Stable10 and a recruitment leader with over 18 years of experience across Allegis and Frank Group.Kevin built his reputation as a fixer, turning underperforming offices into high-performing teams. Most notably, he grew a team in Germany from 12 to 180 recruiters over six years, creating one of the most successful divisions within Frank Group globally.We talk about:The playbook for turning around underperforming recruitment teamsScaling internationally across London, Singapore and GermanyWhat it really takes to grow and manage high-performing sales culturesHow to balance leadership, travel and personal life at scaleWhy Kevin chose to take a break before his next chapterWhether you're a manager looking to build and lead bigger teams or a recruitment business searching for a leader to drive growth, this episode is packed with insight.Chapters03:02 Kevin Frater's Journey in Recruitment08:25 Transition from Allegious Group to Frank Group14:32 Leadership and Team Growth Strategies20:10 Turning Around Underperforming Teams31:50 International Experience: Asia and Germany40:37 Challenges and Successes in the German Market48:32 Scaling the Team from 12 to 18055:35 Reflections on Career and Future Opportunities__________________________________________Episode Sponsor: AtlasYour memory isn't perfect. So Atlas remembers everything for you. Atlas is an end-to-end recruitment platform built for the AI generation. It automates your admin so you can focus on the business tasks that matter. How many conversations do you have every day? With clients. Candidates. Your team. Service providers.Now how many of those conversations can you recall with 100% accuracy? How many hours a week do you spend making notes to try and retain as much as possible? And how much is still getting lost along the way? Traditional CRM systems weren't built for the type of recruitment business you're running right now. They were built to rely on the structured, tagged, categorised, and formal data you could feed it. Manual processes that needed you to input specific information, based on specific questions and answers. But what about all the other conversations you're having every single day? Atlas isn't an ATS or a CRM. It's an Intelligent Business Platform that helps you perform 10X better than you could on your own. How? By removing all your low value tasks, acting as your perfect memory, and providing highly relevant recommendations to impact your performance. Learn more about the power of Atlas – and take advantage of the exclusive offer for The RAG listeners – by visiting https://recruitwithatlas.com/therag/ __________________________________________Episode Sponsor: HoxoRecruitment agency founders - this one's for you.What's your plan for the rest of 2025?If it's based on more cold outreach, referrals, or hiring more recruiters… we've got news for you. That's not where the smart money is going.The market has changed. AI is everywhere. Noise is louder than ever.So if you want to scale profitably this year, you need to do things differently!It starts with what you already have.Your experience. Your network. Your voice.And we are showing you exactly how to use it in a brand-new, FREE Masterclass - built specifically for recruitment leaders like you.You're going to learn:Why your LinkedIn content isn't working - and how to fix it...

In this episode, Brendon Dennewill sits down with Kevin Davis, Founder of BoogieBoard, to explore how territory design can make—or break—sales performance. From his experiences at NetSuite and Google to launching BoogieBoard, Kevin shares how poor territory planning costs companies time, money, and morale. The conversation dives into sales strategy, AI's role in market intelligence, CRM integration, and how to overcome the hidden opportunity costs that stall growth. Whether you're a RevOps leader, sales strategist, or part of a seller-doer team, this episode is packed with insights on designing smarter systems that drive real revenue outcomes.What You'll LearnWhy territory design is a strategic lever, not just an operational taskHow poor territory planning erodes trust and increases sales rep turnoverThe role of AI in transforming market data into actionable territory insightsWhy RevOps leaders often identify problems but lack empowerment to solve themHow seller-doer models in professional services can benefit from territory optimizationThe importance of establishing a "North Star" for territory design processesResources & MentionsBoogieBoard: Territory design and planning platformRoger Federer's Commencement Speech: Referenced for the "53% winning" mindsetSalesforce & HubSpot: Primary CRM integrations mentionedSnowflake: Customer data platform integrationAI and Data Substacks: Kevin promises to share recommendations for data-driven sales strategiesEOS (Entrepreneurial Operating System): Business planning framework mentionedAbout Kevin DavisTitle: Co-Founder and CEO Company: BoogieBoardLet's Connect Subscribe to the RevOps Champions Newsletter LinkedIn YouTube Explore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!

Het einde van de transferperiode nadert! Nog een week. En bij Ajax staan er nog wat dingen te gebeuren! Zo kwam vlak voor de podcast het nieuws rond James McConnell naar buiten. Maar is hij wel de juiste zes voor Ajax? En hoe zit het met Brobbey en Boadu? Dit, de wedstrijd tegen Heracles en meer bespreken Jan, Wessel en Bart in de nieuwe Pantelic Podcast!(00:00) Intro(00:50) Ajax - Heracles(26:30) McConnell is niet de ervaren leider die Ajax zoekt(45:54) Brobbey en Boadu(43:50) Paris FC zou Gaaei voor 6 miljoen willen hebben(47:18) Kaplan zou je moeten kunnen verkopen(49:17) Faberski de volgende die wordt verhuurd(53:20) Traoré had transfervrij weggerend(55:58) Jong Ajax en de jeugd(01:02:07) Hint aan Heitinga(01:04:25) Champions League-lotingSuperOffice CRMSuperOffice CRM is een CRM leverancier dat al 35 jaar bestaat. Middels een partnership zorgt SuperOffice samen met hun klanten voor een goede inzet van CRM binnen een organisatie waar gemak en adoptie hoog in het vaandel staat. Bedrijven die met CRM werken zijn in staat middels een uniforme en centrale werkwijze, omzetverhogend te werken. Daarnaast borg je relevante klantinformatie voor je organisatie.Meer weten? Kijk dan op: https://www.superoffice.nl Maar daarnaast organiseert SuperOffice jaarlijks ook veel events om kennis te delen. Het volgende event op de agenda is 9 oktober in Utrecht met als spreker Alexander Klöpping en gaat over AI en data.Wees erbij en meld je aan via: https://www.superoffice.nl/change/Zie het privacybeleid op https://art19.com/privacy en de privacyverklaring van Californië op https://art19.com/privacy#do-not-sell-my-info.

Last week's discussion about The Zero Accountability Salesperson seemed to resonate with a lot of people. And the biggest questions I got were related to how to fix this. How can I help myself and/or my salespeople to be more conscious of the actions we need to take, and to take those actions on a consistent basis? Hi and welcome back. In our last episode, we touched on a lot of important points related to what I would call The Zero Accountability Salesperson Culture: Most businesses don't deliberately create a zero accountability culture. It just happens when systems and processes are missing. When salespeople say things like, "It's going great, I'm having a lot of good conversations. I've got a lot of people in the pipeline," that tells you nothing. Without metrics, it's just wasted words. Accountability is not punishment. It's about providing clarity on what's working, what's not, and how to fix it. If you haven't thoroughly reviewed that episode, I encourage you to go back and check it out now. But today, I'd like to give you a quick, bullet-pointed list on the things you can do right now to start creating a culture of accountability for yourself and your sales team. To get started: ✅ Start with one key metric. Don't overwhelm your team. Begin by tracking a single activity, like the number of new targets acquired or prospects qualified in or out each week. In our Total Market Domination program, we have an Activity/Results Audit that our clients use to track the ten most important activities that lead to sales. But even starting out small will begin to create a sense of accountability for yourself and your people. ✅ Define what counts. Be clear about what “initiating contact” means in your organization. Making a phone call and not getting an answer doesn't count if no contact is initiated. Real contact, conversations, and interactions count. The rest is meaningless. ✅ Add one metric at a time. As you start getting consistent application on the first key metric, introduce the next one that flows from there. What are steps you and your salespeople need to take to move a new prospect from total stranger to paying client? Those are the activities that need to be taken and tracked in your business. ✅ Create a cadence of accountability. Establish a weekly rhythm where salespeople report on the metrics you require. Make it consistent, like a drumbeat. Miss just one or two and the whole thing will be forgotten in no time. ✅ Build accountability into your systems. Use your CRM or even a simple shared Google Doc to capture and share activity. The easier it is to track, the less resistance you'll face. ✅ Focus on metrics that matter. Don't waste time with busywork stats that don't impact sales outcomes. There are a lot of those, so be sure to measure only the activities that truly drive sales results. ✅ Link activity to outcomes. Help salespeople understand how improving even one single metric (like initiating new contacts) drives the next step (like getting those prospects qualified in our out as quickly as possible.) When you do this correctly, accountability feels more like a reward than a punishment. ✅ Frame accountability as support. Make sure your team understands this isn't about a lack of trust. It's about you helping them to systematically identify and eliminate the bottlenecks that keep them from selling up to their potential. ✅ Stay consistent. Don't let reporting slide over time. The moment accountability becomes optional, the culture of zero accountability will come roaring back to life. ✅ Adapt for individuals. High performers might require less oversight, but everyone benefits from clarity. Make sure everyone in your organization knows that you're there to help them thrive. This means customizing expectations of your team, without ever lowering standards. The best salespeople want to succeed, and they'll be open to any of your efforts to help in that regard...

Sales pros spend too much time on admin instead of selling. In this episode, Yoni Tserruya, CEO of Lusha, reveals six high-impact ways to automate your sales process so you can spend more time building trust with customers and less time stuck in busywork.

Title: When Real Estate Deals Go South: What to Do Next with Ted Patel Summary: In this podcast episode of “Decoding Cash Flow,” host Ted Patel interviews Seth Bradley, a securities attorney and real estate syndicator. They discuss the intricacies of raising capital for real estate investments and delve into the legal considerations that come into play, especially regarding compliance with SEC regulations. Seth shares his journey from a blue-collar background to becoming a successful attorney and real estate investor, providing a detailed account of his experiences in syndication and capital raising. The conversation covers topics such as the importance of being an active partner in syndications, the evolution of his investment strategy from small multifamily properties to larger syndications, and the rise of fund of funds models. Seth emphasizes the necessity for investors to understand legal documents and outlines key strategies for successful capital raising. This episode serves as a valuable resource for both passive and active investors looking to navigate the complex world of real estate investment. Links to listen and subscribe: https://www.buzzsprout.com/2104713/episodes/15911080-ep-153-leveraging-legal-expertise-for-investment-success-with-seth-bradley Links to watch and subscribe: https://www.youtube.com/watch?v=a4xTU9T6CVA&t=375s Bullet Point Highlights: Securities Compliance: Understanding the legal framework is crucial when raising capital to avoid issues with the SEC. Transitioning to Syndication: Seth discusses moving from small investments to syndication, emphasizing a progressive approach. Legal Documents: The importance of reviewing legal documents and understanding what to look for to avoid pitfalls. Network Importance: Leveraging existing networks can significantly boost initial capital raising efforts. Fund of Funds: Exploring how the fund of funds model offers a structured way to raise capital while adhering to regulations. Investor Communication: Maintaining regular communication with investors leads to referrals and sustained relationships. Future Trends: Insights into potential changes in the real estate syndication market depending on political climate and economic factors.   Transcript: you can certainly partner with other partners and buy a property together and raise Capital together and it's perfectly fine but as you know all you all need to be active partners and as you also know many times people put these things together not everybody's an active partner some people are just coming into the deal just to raise capital and then they don't have anything to do with the operations or the decision-making or anything like that and that's where you get yourself into trouble with the SEC and the state   commission are you looking to achieve massive success in your life without dealing with costly investment nightmares if yes then this is the podcast for you here we provide engineers and busy professionals all the secrets and strategies to create multiple streams of income build generational wealth and live a meaningful Life by Design here's your host Ted Patel welcome back to another episode of decoding cash fla podcast and today we have a very special guest Seth Bradley who is a Securities attorney and   a real estate syndicator he's a chief legal officer at tribe West and a managing partner at rise law and law Capital Partners uh Seth is also a host of passive income attorney podcast and uh today we'll like to you know get his perspective on as an attorney I would say uh on the ways different ways to raise capitals and you know what to look into or where to be careful why is why rais Capital Etc so we'll dive deep into those aspect as well as touch based upon uh the pros and cons of passive income   so uh Seth welcome to decoding cash flow it's a pleasure having you on the show Absolutely Ted really appreciate you having me on man looking forward to it all right great so said before we uh dive deep into your Niche uh can you give our listeners a little bit background about yourself what do you do and how did you get started in the real estate for sure man I I'll give you the expedited version but um you know I grew up in West Virginia grew up blue collar my dad was a coal miner he's a retired   coal miner my mom's a retired school teacher so you know I didn't come from a an entrepreneurship or a real estate background uh blue collar background and you know that kind of sent me into a path of you know full-time W2 and trying to figure out what the best job I can get because I didn't really think of you know entrepreneurship and owning assets and things like that were really an option um so I went into med school um hated it I went for about a year and a half uh dropped out on my own valtion um   ended up actually getting my MBA after that and then into law school where I really started to thrive I really liked law school a lot I liked you know I never wanted to litigate but I was always interested in business and transactions and real estate and those sorts of things so um getting that that legal background gave me kind of that really solid foundation to you know honestly at a young age getting myself into into doors uh where I probably didn't belong you know when you say you're an attorney you're a real estate   attorney or Securities attorney um you know when you're younger it's like oh really that's really cool um and you kind of you know eat your foot in the door so that's really how I got started um I worked in big law for about six six almost seven years um worked at most recently uh one of the top three law firms in the world um uh you know it it was a great experience gave me a really good background and foundation on Securities Law and kind of that that highest level of sophistication and transactions um and you know allowed me   to you know save a little bit of money and really kind of start going out on my own and start purchasing real estate and start investing in syndications passively and then actively um and then eventually start my own firm uh my own Boutique Securities Law Firm that's awesome I love it so you know a lot of people uh you know they they start their investment journey by maybe at at the initial level they buy a small multif family or do a Fix and Flip you know uh how how did you manage to get into syndication directly or what   what what was the path that you took you know what inspired you to get into syndication directly while being an attorney in sort of going through through the normal route of you know starting small and then getting into multi family syndication yeah well I'll tell you what Ted I actually took a I took the traditional route man I started you know like a lot of people do I started really small I started listening to Bigger Pockets right you listen to Bigger Pockets you started thinking oh I've got to uh own rental property so um   as soon as I got my first big Law Firm job I actually house hacked into a duplex lived in one half uh my wife was flexible enough with me to be able to do that so she didn't mind living in a duplex and living in one half renting the other half out and having them pay the mortgage and that was kind of the beginning and then I just started um like a lot of people uh you know doing fix and flips and doing fixing buy and holds and wholesaling a little bit here and there and then moving your way up to   uh you know small multif family and then as I got more sophisticated as an investor and more sophisticated as an attorney and started looking at the clients that I have because I'm working at Big law firms and you know these clients are the folks like like us now right like they're taking down you know $20 million properties hundred million funds things like that um and you just start thinking man I'm I'm not thinking big enough um I need to go bigger how do I do that um you know having that attorney background in real estate   Securities really helped me out um but I was still kind of you know a little bit hesitant I didn't really know that side of the business I knew the legal side I knew the closing side but I didn't know the business side um so I started investing passively first and that was after I spoke to some people and they said that's probably the best thing to do you know I had a good job so I I was able to afford it so I invested passively in some deals kind of got my feet wet that way started to understand   from you know the investor standpoint what that looked like to invest in a in a syndication or a fund and then at that point I realized hey I I can do this um so I actually started leveraging my Securities background um to partner with other operators um and get an equity position in the company um you know bringing in investors I'm doing the due diligence doing the uh some of the underwriting and and then also you know bringing my Securities uh Securities skills of the table which everybody needs when they're raising   capital okay all right that sounds great man so so you did take a traditional route as you mentioned right you yeah maybe maybe didn't uh you know stay in that U uh field for quite long time you just jump to syndication yeah pretty quick hacking yeah pretty quick yeah yeah I mean I built a small portfolio and like I said went into some smaller multifamilies maybe took about three or four years and I started investing passively and then you know by the time I started investing passively I was already looking to go to   the active side within you know a couple of months so are you an attorney do you still practice law I do um kind of as a you know it's not like a a full-time gig but I do have my own Boutique Law Firm raise law where you know I I you know if it's down the middle I'll take on the work um you know if it's a real estate syndication if it's a real estate fund or it's a fund of fund I put those together for people U you know I've been doing that for you know over a decade now so it's like breaking sticks at this   point but I've really been able to leverage my uh Securities attorney background to um some of these other positions with uh startups so startups are really exciting for me um you know they've those are home run swings right like real estate is kind of like singles like let's let's hit singles let's keep that batting average High um you know these are you know a little bit safer they're secure um when you get into the startup world it's like your chance of failure is pretty high whereas real estate your chance of failure is on the   low side um but with with startups it's pretty high but you know that that kind of appeases my risk appetite um to get involved with these startups and I've been able to to like I said leverage my security skills and my background as a a syndicator and a fund manager um to become Chief legal officer for trib bestest so trib bestest um traditionally was a group investing platform and uh you know I was speaking at a conference in the bvis with uh Travis Smith who is the CEO and we really just hit it off   and our wives hit it off and you know they were trying to Pivot from this group investing platform to um you know try to try to enter the Securities and the syndication market and I and they were looking at like a cgp model and I said look Travis this this is going to fun funds right like you know this was this was about a year and a half ago um some things were going on in background with the SEC uh doing some investigations and things like that for some well-known folks and you know the market was starting to to see hey we   need to we need to start paying more attention to these Securities regulations and maybe get away from the cgp model and the solution all along has always been fund of funds it's just fund of funds is expensive it's hard to put together it's you know all those different things um but what we've done to try best is be able to kind of package that into a fun fun in a box all right yeah we'll we'll speak um get more uh into that fun of fund models you know but before we dive deep into that I just wanted to che check few   things like you you mentioned uh startups so in addition to the real estate you also do raise capital for the startups is that so so I'm not raising capital for the startups I'm actually uh fractional clo for not only tribe vest but two other startups one called clavis which is also a real estate uh technology software platform um and then stack rck battery which is a battery manufacturing company so think um you know Tesla power wall it's similar to that it's actually a newer technology that we use a more powerful   technology um but it's very similar in nature where you pair that with solar so we're we're a solar manufacturing or a battery Manufacturing Company um and again these are you know these are I would call them somewhat mature startups in in that world I mean um you know we're well over a million and a half in revenue of a stack rack and um we just went live with a fully automated software with with clavis and then triest is of is is really headed towards series a right now so you know all three of them are progressing really   well um and looking forward to seeing how I can help help ignite that okay sounds good man all right so now moving on to this uh triest right tell me something about uh a little bit more about what do you do at Tri like you said you have a fund in the Box model yeah now uh so so any any group of investors they can come together create their own fund and they can invest in a operators fund is is that though how it works with triest yeah to a certain extent I mean I think it it helps to think about kind of   the history of group investing so traditionally tested what they called group investing it's more similar what you described let's say me you and three buddies put in 100,000 bucks and we've got 500,000 bucks now to get over maybe an investment minimum to invest in a syndication or a fund um and that's it so we just we leveraged each other's Capital to um you know get into a deal at maybe a a large minimum or maybe that uh you know we got a bet we got better financial terms because we put together   half a million instead of investing 50,000 bucks or something um the the ISS is there is is no one gets paid right like we're all just putting our money together investing together and it's really set up like a joint venture we all have equal voting rights based on how much money we put in um you know we we make decisions together we all decided to invest in that one deal and we could all decide together to invest in a different deal if we actually want to um but nobody's getting paid um because when you start getting paid now   you're talking about Securities laws when you start getting paid you should be licensed or find an exemption so um you know you need a broker's dealer license or be in raia under certain circumstances so that's where you start getting into that um a lot more complicated when that starts to happen and that's what tribe vest pivoted to last year is hey we still have the group investing option but a lot of times what happens is one of those people in the group is the one doing all the work right like one of the person is the one   that found tribe vest and is like hey I found this platform I'm gonna let's all put our money together and then you know he's the one collecting the money and badgering people to you know do the distributions and the taxes and all those sorts of things there's somebody putting in some time and effort for that and they at some point they're like hey if I do this next time like I want to get paid for it but how can I do that um you have to find the right uh Capital raising vehicle to be able to legally   pay yourself and we've created that with trivest and that kind of coincided with what I mentioned earlier which was kind of the industry pivot away from the cgp model um when I say CP model I mean I mean the abuse of the cgp model you can certainly partner with other partners and buy a property together and raise Capital together and it's perfectly fine but as you know all you all need to be active partners and as you also know many times people put these things together not everybody's an active   partner some people are just coming into the deal just to raise capital and then they don't have anything to do with the operations or the decision-making or anything like that and that's where you get yourself into trouble with the SEC and the state commissions and the solution to that is is well first of all just don't do it but the solution to it if you still want to raise capital is to create a fund of funds um but the problem with the fund of funds model is now these former cgps have all these new   responsibilities they have to find a Securities attorney they have to put together offering documents they have to find a CPA they have to start a business they have to get a business banking account they have to manage their investors they have to find a portal they have to do all the things that a a real active GP would normally have to do um but typically you know the the active partner is the one doing it for them now they have to do it all themselves so it's a lot more work so in short um it as you mentioned right cgps um they   need to be active in the syndication you know if you're Co GP and know any of the property you need to be active and I I also seen and you might have also seen uh there are certain projects where there are 10 or 15 different C GPS and only five or six takes responsibilities other are just you know raising fund for that uh particular property so this helps uh this model uh you know helps the inactive coach I would say Partners to get the fees that they need as well as raise Capital without getting into   Crosshair of s that's right that's right and the only reason that it's it's been going on for so long now and I'll say since like I'll say 2012 because that's when the jobs Act pass and you were starting to be able to advertise for um these syndication deals and things like that um is because real estate's been so fantastic right like it's been going up up up since the crash in 2008 um and nobody's nobody's suing anyone for the most part because their Investments are great right up until let's say that   little blip in 2020 from but then last year when the interest rates started going up some of these projects started to fail and that's when investors start getting angry because they're not getting you know their distributions and they start asking questions and that's when you're seeing people you know they're getting Capital calls and and they're starting to you know get sued by passive investors that's when these things start to fall apart because if if everybody's happy there's there's you know nobody's going   to get caught so to speak you know what I mean like nobody's going to find out that you raised Capital illegally unless somebody's upset and starting last year that's when people started getting upset and that's when you're starting to see some people um you know get exposed for raising capital in the wrong way what what are the fees that uh you can charge in this fund of fund model what kind of fees because as a cgp there are many different venues right you you can charge the finding fees operations   management fees uh at the end you can also take a part of the profit uh you know yeah so a lot of comes down to how you structure it right like these are these are very complicated Securities regulations that have a lot of layers on top of them because when you get into a fund of funds you're not just dealing with um what people are familiar with 506 C and 506b exemptions which are the 1930s acts you also get into the 1940s acts when you start dealing with fund of funds um and those are uh the invest the   investment advisor Act and the Investment Company act so there are lots of nuances to that and how you can get paid but if you're structured correctly you can get paid the same way so you can get paid an upfront fee you can get paid a um you know an ongoing annual fee percentage and you can get paid a profit split like basically all the same types of fees that you would collect as a cgp you can also collect as a fund manager but again there's a lot of nuances to that okay all right so um for for the new investors right   uh uh when when they start into this passive invest investment world you know uh they are you know they get a little intimidated by seeing all the different uh documents that the operator sends them uh the ppms and all the other legal documents right um and so based on your perspective like you know you're an attorney right so what what are the things that the investor needs to checking these legal documents to make sure there are no red flags or to be cautious of something what what are those things that you would like to   tell to our listeners for sure and it's tough right like these are not short documents I mean you know the the subscription booklet so to speak that includes let's say the subscription agreement the operating agreement and the the PPM it can be minimum 100 Pages it's probably going to be closer to 200 pages in totality and that's in intimidating I mean that's intimidating for myself who is an attorney let alone you know a passive investor that says hey I I thought I was just going to invest passively like this reading a   200-page legal document is not passive to me so you do need to be educated on kind of the things to look for and you know you should read the whole thing unfortunately I you should at least skim it over and the more you do it the more you'll get comfortable with it and the more when you see that see it the next time and the time after that you'll be able to get through it quicker and quicker because they all look you know they all have the the same basic parts but I you know I would say some things   to look for you know first of all make sure that everything matches so let's say the what call the offering memorandum or the pitch deck that the the marketing piece that the operator puts out you know they're going to have their projected returns their fees the proforma they're going to have some other information in there make sure that those numbers match the numbers in the PPM and the PPM is is a Disclosure document so it's a legal document but it's not it's not the final legal document the final document is going to   be the operating agreement so you really want to make sure that the the marketing piece or the pitch deck matches the PPM and the PPM matches what the operating agreement says and ultimately whatever the operating agreement says is what goes so if you take the time to read anything it should be the operating agreement even though that will probably be the hardest um hardest document to read because it will be completely in legal ease but that's the controlling document so if if the pitch deck says   something um and then the op agreement says another thing the operating agreement is what controls um so you know some big things to look out for are are voting rights you know typically as a passive investor you're not going to have a lot of voting rights but there should be some sort of a mechanism to remove the manager in very extreme circumstances so if there's you know some sort of gross negligence or fraud or misrepresentation or you know things like that then there should be a mechanism to um remove the manager and   that's usually done through some sort of a majority vote or super majority vote Plus you know proving that they did commit those actions um again it should be a pretty extreme case but there should be a mechanism there for that um obviously you know make sure that your Fe you know what the fees are going to be you need to know what fees you're paying you need to know um what that waterfall looks like meaning you need to know how you're going to get paid as the passive investor make sure you understand that and make sure it matches   your understanding and if you have questions about it make sure you ask the fund manager or ask the operator um to explain it to you in in um you know in non-legal e language so that you can understand it um and then on top of that you know another important thing that you're seeing nowadays is capital calls make sure you know what the capital call language is so if there's some sort of a a demand for Capital from the operator or from the fund manager what triggers that is it mandatory is it discretionary   um is it up to a vote it could be up to a vote um just make sure you know the mechanism for that and that you're comfortable with it yeah and if uh if your share gets diluted if you don't contribute to the capital call that's right that's right and it's perfectly fine to get diluted if you don't contribute I mean that's typical like if you don't contribute um you should get diluted right but what you need to look out for is if you get deluded Pro uh based on how much you didn't contribute which is fine um it's   typical but you'll see some uh penalty Provisions where you get diluted even more so than than prata and that's where it can be a problem um so just look out for those types of provisions and um in in these documents right the legal documents what if if you take fun of fund model if you take like separate 506b or C right what what are the extra documents in each of these sections that uh uh any any person who wants to start uh raising Capital uh needs to be aware of yeah so if you do a fund of fund you   you just have to think of it like it's your own syndication it's your own fund so you're going to have your own separate set of offering documents or subscription booklet whatever you want to call it so there's going to be two sets and looking at it from the passive investor standpoint if you're the passive investor that's going to be investing in the fun of fund there's going to be two of documents you're going to have to look at you're going to have to look at the fund of fund documents um which is going to have the   PPM the operating agreement and the subscription agreement and then you're also going to have to look at the offering documents for the um for the Target deal that the fun of fund is investing in so there's going to be two set so uh double the work um but you know there there are some benefits to that and obviously if you're investing in a fund of fund then you have a certain level of trust with that particular fund manager which is you know probably why you're investing with them anyways and sometimes you can get a   better deal I mean not all the time but every once in a while you can um so there you know you'll have to review two sets of offering documents but at the end of the day you know it's like I said you'll get better and better at as time goes by as a syndicator uh what what are the different uh assets that you are involved with I know multif family is there anything else that you do syndication for yeah I've done I've done a lot of different things um multif family I've done industrial I've done ret shopping   centers um RV parks um different funds right now um I'm actually doing a California U fund so accessory dwelling units so we're doing those in Riverside County it's a $20 million fund um and we're buying single family houses and turning it into a basically a three or four Plex um and sometimes you split the lot and you end up with six to eight units on that thing and they're incredible um it's it it's really the only thing you can get done here in California um with you know Little Resistance because everybody knows   California is the king of Regulation so but for some reason they think the adus are the the solution for the housing crisis out here so they let these things get permitted pretty quickly and it's an excellent opportunity it may be might be a short window but right now it's it's a fantastic uh fantastic asset right and uh so you only invest in California you're only focused or are you look at the other properties on out of state also oh I look out of state for sure this is actually the first thing   that I've done outside of you know a few single families and condos um in California generally I was I was one of those people that always said hey you can't really invest in California doesn't cash flow it never makees sense um I've actually came around quite a bit to that you know now that I'm I'm a more mature investor and you know you're in you're in New Jersey so you see like you know that big appreciation play as well um I just remember like bigger Pockets used to be they used to preach oh it's   all about cash flow right like you know all cash flow don't don't invest for appreciation but you need to invest for both I mean I think you need to invest for cash flow because you need to cover your bases I mean you don't want a negatively cash flowing asset that's for sure you don't want something that's going to cost you money but when you invest in places like New York and Coastal California and you know Beach areas things like that um City centers over the long run they're going to appreciate and they're going to   appreciate a lot I mean you might have you know more of a up and down um but at the end of the day it's going to be much higher whereas you know when you invest in which I do I invest in the midwest I invest in the South um those places a little bit more um you know subtle and they're going to increase in in price as well and in appreciation but it's just you know it's a lot more slow um and you might get a little bit more cash flow so you know I like to have a good mix but you know if if you're not strapped for   cash um and you're really trying to build long long-term wealth um that appreciation play is is really important absolutely I can't agree with you Mora because it's all about numbers right first of all yeah you don't don't have to have a negative cash as you mentioned uh the other thing is regardless of which state it is like California New Jersey New York uh of course you know there are some landlord friendly States some are not but as long as you know how to navigate those Waters you'll be fine for sure for sure and   then and you know obviously Force appreciation in everything I mean I don't buy anything that doesn't have some some upside from rolling up your sleeves for sure so um now you you are an ATT Securities attorney do you see in in in next few years do you see any uh any changes upcoming changes with regards to real estate indication like there are you know some more uh rules or you know coming in you know I I I don't want to get political but I I do think that politics have a a pretty big influence   on this um you know I I vote for policy um I don't vote for the the uh person I vote for the policy and I'm in business I'm in real estate so I like to vote for people that are going to be favorable for me so you know this recently proposed massive capital gains tax is absolutely insane to me so things like that really tough to tough to judge right but like you know if it let's say it does go towards um the Republican side let's just say that it it's known that there they want less government oversight um including the SEC um   because you've seen the SEC pick up in the last four years um with oversight you've seen it o you know increased um employees with the IRS things like that so that does influence things um especially with the SEC right because we're talking about syndications we're talking about funds it'll make people a little bit more uh trepid to do anything right um if if people if it's more of a free market and you know they're not too worried about the SEC you're going to see more business you're going to see   more funds you're going to see more syndications um you know looming is the capital gains thing that is huge that will that will be massive for the real estate market whichever way that goes now even if it even if it goes towards uh the left it's not to say that those laws are going to pass I mean that's that's going to be a really difficult thing to pass anyway ways but if it does that can that can dramatically influence it um and there are other things that are out of control as well I mean things   like um you know world wars like things like that you can't predict control you cannot predict those things so you really just you can't focus on politics you can't focus on things that are out of control you have to do what what you can do to to make yourself better and to better your business um but you know I I see the the Securities um the Securities industry um you know funds fun to funds raising capital for Real Estate those sorts of things I can only see it going up I mean there even even with some headwinds from   different things from different regulations or different things that are happening around the world um you know just there's a massive there's there there's a massive movement towards it so I think it'll continue to to go up over time okay all right so um before we get to the final round of questions I had one topic that I want to touch based upon you know you being a syndicator if you like to give a listeners a little bit uh overview on the strategies that you use to raise Capital sure sure man   um you know and I actually have a really good perspective working at tribe vest now because we deal with so many different uh Capital raisers and fund managers and Lead sponsors and we're getting to see who raises a lot of capital who doesn't who's able to perform who can't and you know you start to see the people that are successful and the people that are not and you know what we're trends that we're seeing are people that already have an existing Network are usually successful out of the gate right like if you're a doctor a   lawyer an engineer um maybe even a software engineer someone like that that already has a a wealthy Network those people are generally very successful at raising Capital because they have wealthy friends and it's easy for them to raise uh you know half a million bucks a million bucks out of the gate um that's number one but that only lasts for so long I mean number two once you kind of exhaust those resources you really need to focus on um referrals from those people that invested with you and hopefully you did a good job and you   keep your Communications up um which is really important too I should say that keeping those investor Communications are super important and hardly anybody does it you would you've got once they invest with you you got to fall up on regular basis that's right man provide the reports you wouldn't believe it I mean you would think that that that would be one of the easiest things but it's not because everybody has shiny object syndrome and as soon as you close a deal you're moving on to the next one   and you're not worried about those other investors well that's your best source of new investors are your current ones for referrals because if they give you a referral that's that's golden that's your easiest way um and then secondarily you're going to have to figure out a way to get in front of strangers and new investors so whatever that looks like if that looks like um going on other people's podcasts or starting your own podcast or speaking at events or um you know if you're a doctor start going to   conferences and just talking about um you know what you're investing in and what you're doing and the deals you're deals you're doing things like that you you've got to network you've got to get out there and you've got to figure out a way to get in front of of new people and and new potential investors any any specific uh um tools or you know softwares you recommend um you know me personally I I just use active campaign for my CRM um I've seen a bunch of people use different ones um go high level is great   as well because it's all in one so you can create your your emails your funnels CRM your courses if you have one you can manage a mastermind on there you can do it all on there um it doesn't do anything exceptional but it does everything pretty good so that's that's kind of the knock on it but yeah those are the two big ones that that I use same here I'm also good uh I'm I'm also into active campaign oh cool yep yeah yep that's a good tool yeah all right uh so uh Seth loving this conversation you know but uh I also need   to be mindful of your time so I would like to move on to the final round of questions uh is there anything else that you like to tell to a list us before we move to the final questions um I would just say you know I've seen this journey before I know a lot of your in your a lot of your listeners are passive investors and a lot of times when I give a keynote when I'm speaking it's a it's two passive investors so and I talk about the journey from passive investing to raising Capital um because that's kind   of the the natural progression it's like you invest passively for a while then your friends ask you about that deal and oh man where do you find these Investments blah blah blah and you know eventually you're like man maybe I can raise some Capital but you know doing that transition from passive investor to Capital razor um has never been easier right and especially with um you know I'm going to plug tribe here because it's a done for you product so when you have your five wealthy friends or your   10 wealthy friends that want to invest in a deal but you want to figure out how you can actually get paid for it legally triest does all the stuff that I was talking about doing before that's just a pain like getting your CPA getting a Securities attorney doing your offering documents starting a business we do all that for you we onboard your investors we do everything I mean it's it's a white glove service so you that didn't exist a few years ago um so it's it's easier than ever to make that transition   from passive investor to raising capital for somebody like you Ted that's awesome man uh you know it's always good to uh see like you know people simplifying the things less time less money less energy to put in and you get the same kind of returns and uh you know for sure yep uh let's move on to the final round of questions are you ready let's do it all right pretty easy ones okay so all right man I'll take your word for it better not stop me here so uh what are the main source of information main source of information   to learn and grow um you know I listen to a lot of podcasts I I do a lot of audio um if it's and especially like Audible for books and then podcast obviously for shorter content um and then if if I think it's a really good audible book then I'll actually buy the hard copy and and try to read it I won't say that I always get to it because I just don't have time but I like to listen to stuff while I'm working out and running and doing stuff like that um but mainly podcasts to just stay up up to date on   things and you know I've kind of actually gotten away from Real Estate specific podcast and more into like business things like um you know Alex horos and and those types of guys that talk about business generally I think it's a good flavor um to mix it up with awesome uh what is the one book that you'll recommend would had the most impact on your life or on your business yeah I mean you know it's Rich Dad Poor Dad I mean that's for sure I I'll say another one though because I would say everybody probably says that I   mean It Rich Dad Poor Dad definitely had the the most impact I mean it's I think it has that influence on a lot of people when they read that book they're like it's so simple but it just flips the light and it just changes the way that you look at kind of Life generally um but I would say this one it's a little flu flu but Miracle equation by Hal Hal Elrod um who did the miracle morning um this one came after that but it it's great because it's it just the the main line which is unwavering Faith plus   extraordinary effort equals Miracles I mean if you just kind of I use that as a mantra because it's like you know gets tough right like and you've got to be consistent and you've got to do it over and over again and when you're an entrepreneur or you're a business owner or even if you're an investor and you're trying to get out of your W2 you're 9 to5 like you don't know if it's going to have a happy ending so you have to have unwavering faith and if you do have that faith and you do keep putting in the   consistent effort it's going to work out in the end yeah absolutely I have read that book too it's one of my favorite also and all right so what is the one advice that you like to give to at least any business or investment advice yeah um pay for help pay for Speed um you know you can you can sit here and um figure it out yourself you can go to YouTube University you can go to chat GPT um you can listen to all the podcasts and read the books but nothing's going to accelerate your time like getting a coach or a mentor that's   already doing the things that you want to do um and don't be if you can't get them on board for free then pay them to do it um make sure you know what you're doing because a lot of people out there you know call themselves coaches and they're they're not they don't know what they're doing so be careful but if you find a good one don't be afraid to to pay money for that it it just blows my mind that you know people pay 40 50 $60,000 a year for a college education but then for you know a fourth of that   they could get direct Hands-On mentorship from somebody that's already doing exactly what they want to do and people don't want to do it it's you know they don't be afraid to pay for Speed don't be afraid to pay for help yeah just check out in detail what the coach has done for you know what exactly he's doing and what what he has done for different people yeah of course if it fits your yeah all right uh SE uh it was a pleasure talking to you and thanks a lot for all the details and information that   you provided to thanks Ted really appreciate it man oh before that I just missed one part how can decoding cash FL listeners get in touch with you for sure man I usually update my Links at Seth Paul bradley.com you can find all my social media links there and you can find links to tribe vest and and other things that I'm involved in if I'm raising capital for anything in particular but that's that's the best place to find all my links South paa bradley.com awesome man all right thanks a lot for   coming on the show my friend all right Ted appreciate it man thanks all right take it thanks for listening to decoding cash flow brought to you by Aster Capital if you found value in this episode then please share it with someone who you think could benefit from it and make sure to ask on what you've learned if you want Ted Patel to personally help you reach your goals then feel free to set up a one-on-one call with him also visit us at Aster capital.com for more free resources content of this podcast is for   informational purposes only as always please consult your own adviser before making any investment decisions or setting a course of action thanks again for joining us on this episode of decoding cash flow and we'll catch you in the next episode Links from the Show and Guest Info and Links: https://www.youtube.com/watch?v=a4xTU9T6CVA&t=375s https://www.linkedin.com/posts/astre-capital_astrecapital-podcast-finance-activity-7250610044331769857-4KgJ?utm_source=share&utm_medium=member_desktop&rcm=ACoAAFY-6nMBbbX5J6KeuEtIMcA9tcRG4F_1ItE https://www.instagram.com/p/DA_3q-BOWJm/ https://x.com/AstreCapital/status/1844844972295741635 https://fb.watch/zpTx6laLaU/ https://www.linkedin.com/company/astre-capital/ https://www.facebook.com/AstreCapital/ https://x.com/AstreCapital https://www.instagram.com/astrecapital/ Seth Bradley's Links: https://x.com/sethbradleyesq https://www.youtube.com/@sethbradleyesq www.facebook.com/sethbradleyesq https://www.threads.com/@sethbradleyesq https://www.instagram.com/sethbradleyesq/ https://www.linkedin.com/in/sethbradleyesq/ https://passiveincomeattorney.com/seth-bradley/ https://www.biggerpockets.com/users/sethbradleyesq https://medium.com/@sethbradleyesq https://www.tiktok.com/@sethbradleyesq?lang=en

You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationTired of clunky software that makes your job harder? In this episode, I share how my team moved away from an “all-in-one” CRM and paired Dubsado with Timeline Genius to streamline workflows, create professional, customizable timelines, and save hours of stress. Tune in to learn how you can ditch the overwhelm and run your business with efficiency and confidenceThe (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgDiscover Timeline Genius! https://www.timelinegenius.comA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/why-we-switched-crms-part-2/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs! PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.=========================FREE TRAINING for Wedding Business Owners Take the Wedding Pro CEO's free GAP assessmentSupport the show

Send us a textIn this episode of Navigating the Customer Experience, we are joined by Peter Ryan, President and Founder of Ryan Strategic Advisory, is recognized globally as one of the foremost experts in customer experience (CX) and business process outsourcing (BPO). For over two decades, Peter has advised CX outsourcers, enterprises, governments, and associations on strategic issues like technology deployment, offshore positioning, and service delivery. He is also the publisher of the annual CX Technology and Global Services Survey, considered the most comprehensive look into the minds of enterprise CX leaders across North America, Europe, and Asia Pacific.Peter's journey into CX began in London more than 20 years ago at Data Monitor, a market analysis firm. Though unfamiliar with CRM at the time, his curiosity and willingness to learn launched a career that has since evolved into running his own advisory business for nearly a decade. Today, he is a trusted voice in the industry, helping organizations align technology, outsourcing, and strategy to elevate customer experience.A highlight of Peter's work is his CX Technology and Global Services Survey. Now in its 8th year, the study benchmarks enterprise priorities, investment areas, and challenges. The 2025 survey, with over 800 decision-makers, revealed three major themes:Data security, compliance, and regulation remain top concerns, with leaders prioritizing fraud prevention, cybersecurity, and privacy compliance.BPO partnerships continue to grow, proving outsourcing is now integral to CX delivery.AI fatigue is rising. While organizations remain interested, fewer leaders expect demand for AI tools to increase, instead seeking real, proven use cases.Peter also co-founded the CX Outsourcers Conference with Tracy Freeman and Mark Angus. Since 2018, it has become a global gathering of CX and outsourcing leaders, offering unfiltered dialogue and cross-industry perspectives. After stops in Las Vegas, Atlanta, and Munich, the next conference will take place in Ottawa in 2026—their first outside the U.S.Looking ahead to 2026 and beyond, Peter identifies two priorities for CX leaders:Fix declining service levels. Consumer satisfaction is hitting historic lows, with indexes in the U.S. and U.K. “plumbing new depths.” Leaders must ask why customers feel underserved and address the gaps.Fight for CX investment. Leaders must secure budgets to evolve people, processes, and technology. Relying on outdated methods won't work—organizations need continual recalibration to retain customers cost-effectively.Beyond strategy, Peter shares his personal inspirations. Two books shaped his outlook: What Does This Button Do? by Bruce Dickinson, which illustrates the power of lifelong learning and reinvention, and The Hawke Memoirs by Australian Prime Minister Bob Hawke, highlighting resilience and decisive leadership.For daily productivity, Peter relies on WhatsApp, which has become his go-to professional communication tool, far more effective than overloaded email inboxes.Currently, Peter is most excited about growing the CX Outsourcers community, creating safe spaces for executives to collaborate, share best practices, and elevate the industry without the pressure of sales.When it comes to adversity, Peter lives by the philosophy that “things can only get better” and emphasizes personal responsibility: while external factors may be uncontrollable, we remain masters of our own destiny.This episode offers a rich perspective on CX strategy, outsourcing trends, and the leadership mindset required for the years ahead.Recommended Books:What Does Th

In this episode of the Get Creative Podcast, host Justin Tuminowski sits down with Ephrem Fuffa and Mike “Creative Mike” Molusco to reveal how two real estate investors turned a distressed property into a six-figure payday—all by answering a DM and choosing collaboration over competition. Ephrem, a trucking-business owner turned investor, shares how he found a deal on Auction.com, while Mike explains the creative strategies, attorney relationships, and buyer connections that ultimately saved a homeowner from foreclosure and netted them each $77,000 in profit. You'll discover: Why answering your DMs could lead to your next big deal How to source free real estate leads without buying expensive lists The power of SubTo community collaboration and joint ventures Tips for navigating auctions, pre-foreclosures, and last-minute closing hurdles How creative finance and empathy can build wealth and relationships If you're a new or seasoned investor looking for proof that taking action and collaborating leads to massive results, this episode will inspire you.

Send us a textIn this episode of the MLO Project, Michael and Frazier are joined by special guest Darren "DC" Copeland, owner and founder of Summit Lending. The discussion covers a range of topics including overcoming obstacles, the importance of being coachable, and leveraging AI and modern marketing tactics to stay ahead. DC shares his insights from over 22 years in the mortgage industry, emphasizing the need for discipline, planning, consistent efforts, and the importance of personal branding and online presence. He also highlights the diminishing middle ground in the industry, urging loan officers to go 'all in' or risk being left behind. This episode is an essential listen for loan officers looking to elevate their careers and stay competitive in an ever-evolving market.00:00 Introduction and Banter01:42 Meet the Guest: DC Darren Copeland04:39 The Importance of Being Coachable09:03 Consistency and Routine in the Mortgage Industry13:41 Time Management and Goal Setting16:43 The Importance of CRM and Data Management18:02 Leveraging AI for Business Success19:26 The Power of Reviews and Online Presence20:04 Commitment to Business Growth21:44 Adapting to Changing Buyer Journeys23:51 Principles of Success and Marketing28:56 Future Positioning and Vision33:44 Final Thoughts and Takeaways

In this episode of This New Way, Aydin sits down with Ali Pourshahid, Chief Engineering Officer at Solace, to explore how he's woven AI into his daily routines as a technology executive. Ali shares real demos of how he uses Solace's Agent Mesh and other AI tools to:Generate security-focused slide decks from Confluence in minutesSchedule a 12-person leadership offsite without lifting a fingerTransform messy Word reports into polished heat maps for government updatesAutomate customer support workflows across Jira, CRM, and internal systemsAli also breaks down how Solace is productizing their internal AI system, why agent-to-agent communication (A2A) is critical, and how to build a culture of experimentation with “AI champions” inside your company.This is a masterclass in how executives can stop just “keeping up” with AI—and instead lead the charge.Timestamps0:58 – What is Solace and Ali's role as Head of Engineering2:09 – Ali's daily “AI deep hour” and why he treats it like a workout3:19 – Prepping for a customer security call with AI + Confluence5:14 – Auto-generated sequence diagrams and value slides in minutes9:48 – Using Microsoft Copilot to instantly format professional slides13:35 – AI as an executive assistant: scheduling a 12-person workshop17:01 – Turning unstructured Word reports into project heat maps20:07 – Building an AI champions group and lightning talks at Solace25:05 – Solace Agent Mesh: event-driven architecture for agents29:01 – Live demo: Automating Jira support tickets with agent workflows33:33 – Scaling digital employees with orchestrator agents37:08 – Why evals are critical for testing and deploying AI agents39:05 – Ali's habit: always ask “How can I do this better with AI?”40:08 – What excites Ali most about AI in the next yearTools & Technologies Mentioned:Solace Agent Mesh – Multi-agent orchestration platform built by SolaceConfluence – Wiki where AI pulls technical details for slide prepClaude & ChatGPT – LLMs used for connecting to internal toolsMCP (Model Context Protocol) – Framework for securely connecting AI to enterprise dataMicrosoft Copilot – AI inside PowerPoint, Excel, and other Office toolsMermaid – Visualization tool for generating diagrams and heat mapsA2A Protocol (Agent-to-Agent) – Open standard for agent communication donated by GoogleSubscribe at⁠ thisnewway.com⁠ to get the step-by-step playbooks, tools, and workflows.

Welcome back to Season Two of the PIE-Cast, where we will be diving into The Growth Engine, A Guide to Building a World-Class Business Development Function in Professional Services. In this episode, TJ Dennis sits down with Andi Baldwin, the CEO of Profitable Ideas Exchange and one of the four authors of The Growth Engine. Andi talks through building a growth culture in professional services and why it should be democratized, gives even MORE sports analogies (we cant help ourselves) and how it pertains to a sales-to-delivery handoff, and the necessity that is a CRM system for your business.If you have feedback about the show or would like to learn more about working with PIE, please contact us at: connect@profitableideas.com. You can also learn more about our previous books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

The Information's Jing Yang joins TITV host Akash Pasricha to discuss the future of Sequoia China's spinoff, Hongshan, and its slow deployment of a $9 billion war chest. We also talk with Aaron Tilley about Apple's changing tune on M&A in the era of AI. Then, Decagon CEO Jesse Zhang discusses his vision for AI agents, and Aurasell CEO Jason Eubanks breaks down his company's new $30 million raise for an AI-native CRM. Finally, we get into the latest AI chip craze with The Information's Rocket Drew and Geometry's Ben Levy, who explains why VCs are betting on chips that use light instead of electronics.Articles discussed on this episode: - https://www.theinformation.com/articles/neil-shens-hongshan-slow-deploy-9-billion-capital-looks-deals-outside-china- https://www.theinformation.com/articles/apples-aversion-big-deals-thwart-ai-push- https://www.theinformation.com/articles/vcs-bet-ai-chips-use-light-instead-electronicsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Dime qué piensas del episodio.Mi invitado de hoy es Andrés Morales, @andres.moralesa ex director de mercadotecnia y comercial de Bachoco y hoy cofundador de Grupo RobeGrill.Después de más de 15 años construyendo una de las marcas más icónicas de México, Andrés tomó una decisión que pocos se atreven: dejar la seguridad de la vida corporativa para asociarse con su hijo de 17 años y emprender un negocio en un terreno completamente nuevo, el de los creadores de contenido.Hoy Andrés y yo hablamos de qué aprendió al pasar de ejecutivo a emprendedor, cómo ha sido la experiencia de ser socio de su hijo, qué se necesita para construir un negocio de contenido que trascienda las redes, y cómo ve el futuro de la industria de los influencers.Sigue Cracks Podcast en YouTube aquí."Cuando tú crees en ti, alguien va a creer en ti."- Andres MoralesComparte esta frase en TwitterEste episodio es presentado por Diri Movil la compañía de telefonía que te permite tener 2 líneas en un solo plan y por Salesforce, el CRM de IA número uno en el mundo y su nueva solución, Agentforce.Qué puedes aprender hoyCómo funciona el negocio de los creadores de contenidoLa historia del marketing de BachocoCómo subir en un mundo corporativo*Este episodio es presentado por Diri Móvil, Este episodio es presentado por DIRI MÓVIL, la primera telefonía en México que te permite tener dos líneas activas al mismo tiempo en un solo plan.Puedes tener una línea para tu negocio y otra personal, o simplemente sumar una más sin cambiar la que ya usas.Esto es posible gracias a su tecnología DUA: una segunda eSIM que opera en una red distinta a la principal.Así puedes usar dos WhatsApps, separar tus mundos, y manejar todo desde un solo teléfono, de forma práctica e intuitiva y tener 24 gigas en tu línea principal y 10 gigas en la secundaria por $339 pesos al mes.Y lo mejor: puedes probarlo gratis por 7 días con una eSIM de prueba en www.diri.mx/cracks. Además, si portas tu número este verano, recibes triple de gigas por un año.*Este episodio es presentado por Salesforce, el CRM de IA número uno en el mundo.Su nueva solución, Agentforce, no es simplemente un asistente digital. Es una suite de agentes autónomos diseñada para trabajar codo a codo con los equipos humanos, combinando datos unificados y capacidades avanzadas de IA para llevar a cabo tareas de forma autónoma o colaborar con los empleados en tiempo real. Salesforce integra todos tus datos en un solo ecosistema de IA. Los agentes de Agentforce pueden analizar y actuar sobre la información de cada cliente de manera segura y confiable, transformando cada rol y flujo de trabajo para alcanzar una escala operativa sin precedentes.Revoluciona tu negocio con Salesforce en cracks.la/agentforce Ve el episodio en Youtube

Show Highlights:-The shift from static databases to intelligent, proactive CRMs.-How AI and automation streamline advisor workflows and client communications.-Real stories on personalization, from birthday emails to portfolio updates.-Why understanding acquisition costs is critical for advisors.-Best practices for securing client data and minimizing risk.-How intelligent CRMs can differentiate advisors in a competitive marketplace.Tune in as Brian and Sue provide a forward-looking perspective on the role technology will play in the advisor-client relationship and how firms can prepare for the next generation of CRM solutions.

Meet Cicley

Activa tus 7 Días de Prueba en "Club Cállate y Vende"https://www.detonadoresdevalor.com/clubcyvAccede a mi Curso Online "Cállate y Vende" con toda mi metodologíahttps://www.detonadoresdevalor.com/callateyvendeEn este episodio comparto contigo 7 trucos de psicología para vender más en tu negocio, ¡Muy al estilo de cállate y vende!LINKS MÁS RECIENTES:¿Te gustaría tener una sesión en vivo conmigo una vez al mes y trabajar en tus ventas? ¡Entra a Detonadores de Valor!https://www.detonadoresdevalor.com/membresia¿No tienes un CRM? Comienza GRATIShttps://aff.trypipedrive.com/3gqeu4o6mi2z Hosted on Acast. See acast.com/privacy for more information.

John Norkus is the founder of chiefpricingofficer.com and has led pricing transformation teams at several large consulting companies including Deloitte and KPMG. He started his career as an aircraft engineer before transitioning into business, bringing his analytical mindset to understanding the behavioral economics of pricing decisions. In this episode, John makes a compelling case for why pricing professionals deserve a seat at the executive table, exploring the disconnect between pricing's impact on enterprise value and its typical organizational placement. He discusses his new platform designed to unite senior pricing professionals and elevate the discipline to C-suite recognition.   Why you have to check out today's podcast:  Discover why pricing professionals are typically buried 2-3 levels below the CEO despite controlling one of four key profit drivers. Learn the difference between traditional pricing roles and true chief pricing officer responsibilities. Understand how to position pricing as enterprise value creation rather than just cost management.   "Pricing may be part marketing, part analytics, part behavioral, part external, part internal, but it is the piece that aligns us on how we're actually squaring off against the market."  – John Norkus   Topics Covered:  01:43 – John's journey to pricing transformation: From aircraft engineer to behavioral economics and CRM to pricing strategy  05:18 – Positioning pricing as organizational connective tissue: Why pricing deserves equal footing with volume, cost, and mix initiatives 08:01 – The pricing control dilemma among departments: How sales, marketing, finance, and operations all claim ownership of pricing decisions  12:24 – Defining the Chief Pricing Officer's role: Executive alignment versus operational pricing work and transformation implementation  15:45 – Pricing strategies in business: Inside-out versus outside-in approaches and competitive intelligence versus customer willingness to pay  16:32 – Critical senior alignment in pricing projects: Why CEO buy-in as a top-3 initiative determines transformation success or failure  19:39 – Pricing and enterprise value analysis: Demonstrating 2-7% bottom-line impact within 12-18 months to justify executive investment  23:35 – The activist CFO and enterprise value: Finding CFOs who understand value creation beyond cost reduction and margin improvement  29:29 – Pricing as organizational alignment: How pricing serves as the ultimate test of market positioning and competitive strategy   Key Takeaways: "If the pricing transformation of the pricing program isn't number one on the CEO's list of one, two, or three most important thing they can do this year... then quite frankly, it's not as important and it doesn't have the kind of alignment that you thought it did." – John Norkus "Organizations who get it are the ones that we should be engaging with... change comes from within. And if somebody believes that this is the right thing to do and they just need somebody to help them do it and somebody who has done it before, that's where people like you and I actually succeed." – John Norkus "I consider 20% of everything we do in pricing to be analytics or data and objective based, and the other 80% to be about behaviors, either internal behaviors or external behaviors that need to be captured and understood." – John Norkus   People / Resources Mentioned:  Professional Pricing Society (PPS): Established organization for pricing professionals and education  Simon Sinek Four Drivers of Enterprise Profit: Volume, Cost, Mix, and Price - and their typical organizational reporting structures   Connect with John Norkus:  LinkedIn: https://www.linkedin.com/in/johnmnorkus/ Email: john@chiefpricingofficer.com  Website: https://www.chiefpricingofficer.com/    Connect with Mark Stiving: LinkedIn: https://www.linkedin.com/in/stiving/  Email: mark@impactpricing.com  

Sales activity is the lifeblood of your career. But for too many salespeople, it's the very thing holding them back. You're generating a ton of activity, your calendar is packed, your inbox is overflowing, and by the end of the day, you're drained.  But your numbers aren't moving. You're not gaining ground; you're just driving in circles. As Ron Karr, author of Velocity Mindset, says, the difference between amateurs and top performers isn't how fast they move, but whether they're moving with a clear, defined direction. The problem isn't laziness. It's that you're mistaking motion for momentum. And that's why you feel stuck. The Problem: Sales Activity Without Purpose Most salespeople today are trapped in a cycle of sales activity that leads nowhere. Instead of pursuing long-term, meaningful outcomes, they chase short-term wins: a quick meeting booked, a proposal sent, a Request for Proposal (RFP) answered. But those wins don't move the needle. They pull you onto a field controlled by competitors. You're responding to bids, filling out forms, and competing on price. That's not selling—it's order-taking. And order-taking will keep you broke no matter how much activity you pile on. The Real Cost of “Busyness” Busyness isn't just about wasted time. It's about emotional avoidance. The reason you bury yourself in low-value sales activity is that it feels safe. These tasks create the illusion of productivity while shielding you from what you're really afraid of: rejection. Instead of calling the prospect who's gone cold, you refresh your CRM. Rather then reaching out to the big account you've been circling, you tidy your inbox. Instead of pushing into a tough conversation, you polish the proposal one more time. You're not lazy. You're working hard. But effort without purpose is like a car spinning its wheels in the mud. Lots of noise, lots of energy, but no forward motion.  The Solution: High-Leverage Sales Activity Not all sales activity is created equal. Some actions produce a 10x return. Others are pure waste. Top performers know the difference—and ruthlessly prioritize the former. Here are three high-leverage sales activities that separate pros from amateurs: Proactive Prospecting Your sales pipeline is the fuel tank for your career. If it's empty, you're not going anywhere. Prospecting isn't a side task you do when you have extra time. It is the job. That means making outbound calls, sending personalized emails, and using LinkedIn to connect with people who aren't already in your orbit. Stop waiting for the phone to ring. Go make it ring. Meaningful Conversations Once you get a prospect's attention, the goal isn't to rattle off product features. It's to have a value-driven conversation. That means asking discovery questions that uncover their goals, their pain points, and their motivations. It means showing up as an expert and positioning yourself as a trusted advisor, not another vendor. When you consistently create conversations that center around the customer's needs, you become indispensable. Prospects should feel like they'd be foolish not to work with you. The Power of “No” Not every opportunity deserves your time. Amateurs say yes to every opportunity and demo request. Top performers say no. Qualify hard; disqualify fast. The hours you spend chasing a dead deal are hours you could invest in finding a stronger one. Being busy with the wrong opportunities makes you broke. Saying no to the wrong leads frees you up to say yes to the right ones. Your Action Plan To Go From “Just Busy” To Productive Breaking the cycle of wasted sales activity requires intention and discipline. Here's how to start: Step 1: The Activity Audit For one week, track everything you do—calls, emails, meetings, busywork. At the end of the week, review your log and ask: Which of these activities directly moved a deal forward or created new pipeline? Most of what you thought was productive won't make the cu...

In this episode, Mitch and David look back at the 7th Core Episode from 3 years ago. They discuss why it is so important to be involved in your local community. Not just from the standpoint that it's free advertising, but how we as business owners have an obligation to help. Not ready for a full blown CRM, this is a great option. Build jobs, bids, and invoice straight from the app. TW Job Calculator APPS https://play.google.com/store/apps/details?id=com.tradewinsconsulting.jobcalculator https://apps.apple.com/us/app/trade-wins-job-calculator/id6744992264?platform=iphone Trade Wins by Trading Content https://www.facebook.com/groups/1309829410166761 If you have questions you'd like us to answer, please feel free to email them to AskMitch@MitchSmedley.com Thanks for listening and thanks for sharing! Enjoy the show! If you'd like more insight from Mitch and David, you need to check out Trade Wins. Trade Wins can help you start your business or take your newer business and get it to a very healthy level. For more information about Trade Wins, check out https://www.tradewinsconsulting.com/ FieldPulse is the Official Field Service Management Software of The Void Podcast. Their software is ideal for you and your business. For more information about how FieldPulse can benefit you, check them out here: https://www.fieldpulse.com/book-demo?utm_source=referral&utm_medium=partner&utm_campaign=TheVoid/TradeWins Need a better credit card processor? These guys are it http://empowerpayments.com/TheVoid Contact us: askmitch@mitchsmedley.com david@tradewinsconsulting.com mitch@tradewinsconsulting.com

Sarah Picha secured her first SubTo deal on a $2M San Diego home with a 3.25% interest rate - all thanks to a unique door-knocking hack (and some unexpected help from the bunnies!) She also had to navigate a top 1% agent unfamiliar with SubTo and overcome major transaction roadblocks. Join Pace as they break down this incredible deal, the lessons learned, and what she'd do differently next time! ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/Z6qOyX ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow

What's up, friends! This week Brandon and I are coming to you from our brand-new HHB studio: vaulted ceilings, windows to the world, and a backdrop so good it deserves a tattoo. And for our first show in this space, we went big. We sat down with David Gonzalez and Mark Mushlitz from K4K Construction, guys who are pioneering 3D printed concrete homes. Yes, literally printing houses. This isn't sci-fi anymore. It's happening now, and it has massive implications for construction, restoration, and how we think about the homes we live in. Thanks for listening, Chris Why You Should Listen: [00:04:41] 3D Printed Homes Explained – How concrete is layered to build faster, stronger walls. [00:06:56] Early Adoption – Texas leads the way with hundreds of 3D printed homes. [00:09:03] Economics – High upfront costs, but major labor and waste savings. [00:13:10] Speed – Walls in days, not months. [00:15:01] Commercial Use – Walmart already testing large-scale builds. [00:20:08] Design Freedom – Curves, arcs, and finishes beyond square boxes. [00:23:44] Durability – Fire, water, and pest resistance with better insulation. [00:32:04] Restoration Impact – Resilient rebuilds that ease client trauma. [00:39:16] AI + 3D Printing – Smarter programming, faster adoption. [00:43:36] Next Generation – Why trades and future builders should pay attention now. Did you know... Only 30% of businesses listed for sale actually find a buyer? Even more striking, just 10% of those sell for the price their owners anticipated or higher, meaning only 3% of all business owners achieve their desired sale price. By focusing on understanding and enhancing your enterprise value, you can significantly boost your chances of joining that successful 3%. Business Health & Value Assessment Start Assessment Know Your Enterprise Value. See Your Potential Gaps. Complete this assessment in less than 15 minutes and receive a free assessment for your business that includes: A Lite Valuation Of Your Business Your Value Multiplier Per Your Industry Health Assessment Per Our PYB Methodology Business Value & Growth Roadmap Tailored For You Value Acceleration Strategies Spotlight on Floodlight: Your Secret Weapon for Sales & Scaling This isn't a paid plug. It's real talk from the front lines. If you've ever thought, “How do I get a VP-level sales leader or even a sales team without hiring full-time?” Floodlight has the answer. Fractional Sales Leadership They act as your outsourced VP of Sales, taking full responsibility for training, managing, and growing your sales team. No six-figure hire needed. Clients often close 20 to 50 percent more deals within six months, thanks to data-driven coaching, CRM setup, scripts, and performance reviews.More at floodlightgrp.com/sales Commercial Sales MasterCourse A self-paced, video-driven B2B sales course designed specifically for restoration teams. Perfect for building commercial revenue and getting free from TPA handcuffs. Covers mindset, prospecting, pipeline building, LinkedIn lead generation, and includes a $250 discount with code SALESBOOST.Details at floodlightgrp.com/courses Tailored Consulting & Coaching Floodlight's Propel Your Business methodology offers a full-circle roadmap: financials, sales, marketing, leadership, recruiting, productivity. All built for contractors. These aren't “life coaches.” They're former restoration owners who've lived the chaos and know how to scale out of it.Explore more at floodlightgrp.com Live Training, Tools & Strategic Partnerships Floodlight also delivers live onsite and virtual training, keynote speaking, and leadership tracks covering operations, project management, and strategic growth. Bonus: They've vetted tools like Xcelerate, Liftify, and Sureti. Floodlight clients get access to exclusive discounts on tech that actually moves the needle.See all partnerships at floodlightgrp.com/partners Why it matters for you as a listener You don't need to figure this stuff out alone. If you're serious about sales growth, operational clarity, exit readiness, or leadership development, Floodlight is already helping folks like you scale smarter. And you get it from industry insiders. People who've sat in your chair, survived the fires, and built systems that actually work.

After 13 years in a corporate medical manufacturing job, Phil Laven knew he wanted more freedom and control over his life. What started with a traditional duplex purchase in Ohio eventually led him into the world of creative finance, networking in the SubTo and Gator communities, and building a thriving private money lending business. In this episode, Phil shares how he transitioned from W-2 employee to full-time real estate investor, the skills he carried over from corporate life, and the networking strategies that opened the right doors. You'll hear the full breakdown of his first Detroit lending deal, how he evaluates opportunities for security and return, and why staying focused and avoiding “shiny object syndrome” is key for new investors. Whether you're brand new to real estate or looking for ways to put your capital to work, Phil's journey will inspire you to take action and build your own investing path.

In this Field Notes episode we're reviewing Agency Management Systems to automate tasks, distribute leads, and streamline your business.   Read the text version   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Agency Management Systems: AgencyBloc AMS+ AMS360 Hawksoft MedicarePRO NextAgency Radius Agency   Resources: How to Sell Final Expense Insurance FREE eBook Download How to Recruit Agents to Your Downline Integrity Tools for Insurance Agents The Difference Between Captive and Independent Agents Your Best AEP Yet with Ritter Insurance Marketing   References: “AMS360.” Vertafore, https://www.vertafore.com/products/agency-management-software/ams360. Accessed 31 July 2025. “Agency Management System Built for You!” Radius, https://www.radiusbob.com/. Accessed 5 Aug. 2025. “Agency Management System/CRM for Health & Life Insurance: Agencybloc.” AgencyBloc Insurance Agency CRM, https://www.agencybloc.com/. Accessed 31 July 2025. “AMS vs CRM: Choosing the Right Fit for You.” AMS vs CRM: What's Right for You?, https://www.glueup.com/blog/ams-vs-crm. Accessed 31 July 2025. HawkSoft. “Privacy.” HawkSoft, https://www.hawksoft.com/privacy/. Accessed 31 July 2025. “Industry Standard CRM and Sales Tool.” MedicarePRO, https://www.medicareproapp.com/site/siteController/index. Accessed 5 Aug. 2025. HawkSoft. “Insurance Agency Management System.” HawkSoft, https://www.hawksoft.com/agency-management-system/. Accessed 31 July 2025. Katz, Alan. “Nextagency Agency Management System.” NextAgency, 2 Aug. 2025, https://nextagency.com/. “Riskmatch for Agencies & Brokers.” Vertafore, https://www.vertafore.com/products/insurance-analytics-tool/riskmatch. Accessed 31 July 2025. “Sales Enablement Tools for Health & Life Insurance Agencies.” AgencyBloc Insurance Agency CRM, https://www.agencybloc.com/ams/sales-enablement/. Accessed 5 Aug. 2025. Presson, Molly. “What Is an Agency Management System?” Home, PlanYear, Inc., 18 Apr. 2023, https://www.planyear.com/blog/what-is-an-agency-management-system.    Follow Us on Social!  Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/ Not affiliated with or endorsed by Medicare or any government agency.

Welcome to The K9PT Academy podcast, the only podcast in veterinary rehabilitation & physical therapy that focuses on helping business owners and entrepreneurs build and scale a profitable and successful canine rehabilitation business! In this episode, we share the interview Dr Francisco did with Dr Kaitlyn Lackey for the Making Strides for Animal Chiropractic podcast. Dr Francisco opens up about the early struggles of launching his business from scratch, the mental shift required to embrace sales as service, and how a deeper understanding of client relationships helped him scale his practice and coach others to do the same. If you're a rehabpreneur trying to grow your business, find your niche, or gain confidence in marketing and selling your services — this is an episode you don't want to miss! Listen to the full episode as we discuss: You don't have to figure it out alone: Dr Francisco talks about the lack of business mentorship in the animal rehab field when he started and why he's committed to coaching others today. You are not selling — you're serving: Learning to view selling as a form of helping, not pushing, is a key mindset shift to succeed. Marketing is about connection, not perfection: How authenticity and consistency in your message resonate more than trying to “sound professional.” Your fees reflect your value and sustainability: Undercharging leads to burnout. Dr Francisco discusses how changing his money mindset helped him raise his rates while improving the client experience. Focus on predictable lead generation: Relying solely on vet referrals is not scalable. Dr Francisco emphasizes building your own marketing system — especially using Google and direct-to-consumer education. The power of community and mentorship: Dr Francisco shares how coaching others has become just as rewarding as treating patients, and why he believes community is key to lasting success. Checkout and follow more from Dr Kaitlyn Lackey on Making Strides for Animal Chiropractic → https://www.makingstridesforanimalchiropractic.com/ Are you interested in learning more about our K9Rehab Marketing platform? That is the only CRM and marketing software available in the market for canine rehab therapists, and it has been an integral component for our business and for dozens of our clients! Just follow the link for more info: https://k9rehabmarketing.com/ Book a FREE strategy call: https://calendly.com/thek9pt/strategy-call Join our Canine Rehabpreneur Community: www.facebook.com/groups/k9rehabpreneur/ Download our fee calculator and training: https://thek9pt.mykajabi.com/Fee-calculator Download our 'marketing done easy' worksheet and training: https://www.k9ptacademy.com/marketing-done-easy ... Thank you so much for listening to this episode and if you found this content valuable here are some additional ways we can help each other: 1) Go to www.k9ptacademy.com for more resources on business ownership, including our free Fee Calculator and Marketing Done Easy worksheet 2) Send us your question or subscribe to our weekly newsletter by emailing us at hello@k9ptacademy.com 3) Share this episode with a colleague who might also find it helpful :-) 4) Leave us a 5-star review so we can expand our reach and help more folks

Thompson and Austin Hay, co-founders of Clarify, the startup that's pioneering the idea of autonomous CRM. Their vision? A CRM that actually does the work for sellers of driving outreach, managing pipeline, and surfacing insights without constant manual input. Patrick and Austin share: • Their journey from Iteratively, Ramp, and Amplitude to founding Clarify • Why the CRM market is ripe for disruption with AI • How Clarify's unique pricing model flips the script (free CRM, pay only when the AI agent works for you) • The concept of autonomous GTM teams and the rise of the Go-to-Market Engineer • Lessons in building culture, hiring talent, and embracing the “beautiful mess” of startups If you're a founder, sales leader, or builder rethinking your revenue stack and curious about how AI will transform the way teams sell, this conversation is a must-listen.

To close out the 2025 Authors in August series, we flip the script—and the mic. Chris Hill, longtime Fool and creator of Motley Fool Money (and host of Money Unplugged) returns as guest host to grill David about his forthcoming book, “Rule Breaker Investing.” David reveals his first-ever Rule Breaker stock (before he'd even coined the phrase), the inspiration for his discipline… he names names on current dark clouds investors may be able to see through, and brings Rule Breaker thinking across diverse topics, from portfolio construction to sports betting. Finally, it's Chris who leads a round of Buy, Sell, or Hold, with David! Companies Discussed: AAPL, AMZN, AXON, CMG, CRM, DDD, GPRO, ISRG, META, MRNA, MSFT, NFLX, NVDA, ODFL, PTON, SHOP, TREX, TSLA Pre-order Rule Breaker Investing here: https://www.amazon.com/gp/product/1804091219/ Sign up for The Motley Fool's Breakfast News here: www.fool.com/breakfastnews Guest Host (first one ever): Chris Hill Guest: David Gardner Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Meet Jesse

What tech tools do you actually need to build a coaching business over 50? In this episode, you'll learn the exact tech tools for coaches over 50 that will keep your coaching business simple, professional, and profitable - without the overwhelm.If you've ever thought: “I'm not good at tech,” or felt stuck trying to figure out complicated systems, this episode is for you. I'll show you a simple tech setup for coaching business growth that works for beginners and experienced coaches alike. You don't need a fancy funnel, a membership platform, or a complicated CRM. What you need is a clear plan, the right tools, and confidence in your ability to use them.This is an exclusive episode from our Private Podcast for Female Coaches over 50! Get access to the full Private Podcast here: https://coaching.debbieshadid.com/private In this episode, you'll discover:The 6 essential tech tools for women coaches over 50 (and why they're all you need to grow to $100K)How to set up a simple tech stack for coaching business success without wasting moneyThe biggest tech myths keeping women coaches over 50 from building profitable businessesWhy you don't need a complex client management system, funnels, or expensive software when you're just getting startedHow to use Zoom, Calendly, Stripe, Canva, domain-based email, and Flodesk like a proA bonus tool that makes editing your videos and trainings effortlessWhy a boutique style coaching business lets you focus on clients, not complicated tech... and so much more!With just a handful of tools and the right coaching business strategy for women over 50, you can look professional, sign clients, and grow a coaching business you love. Let's simplify your systems so you can spend less time stressing and more time coaching!Don't forget to subscribe on YouTube for weekly videos on coaching business strategy for women over 50, tech tools for coaches, and simple business growth strategies that really work: https://www.youtube.com/channel/UCz6RS8kQGMLJqJrK9uKdjtg Let's connect! Website: https://www.debbieshadid.com Instagram @debbieshadid Subscribe on YouTube #DebbieShadid #LifeCoachBusinessBuildingSchool

How to convert leads to loans - #293 In the hard money lending business, leads are everywhere—texts, emails, web forms, phone calls, social media. But how do you turn those inquiries into actual closed loans? In this episode of the Private Lenders Podcast, Jason and Chris break down the exact process they use to respond, nurture, and follow up with leads so they don't slip through the cracks. From fast phone responses to automated texts, emails, and CRM follow-up, you'll learn how to stop wasting opportunities and start closing more deals. We cover: Why speed-to-lead is everything in lending The biggest mistakes lenders make with new inquiries Simple scripts and strategies for first conversations Automations that keep borrowers engaged (without overcomplicating things) How to follow up with “maybes” and get to a yes or no Why consistent lead flow is the #1 growth driver for lenders Whether you're new to private lending or looking to scale, this episode will help you sharpen your process and close more loans from the leads you already have.

In this episode, Pace Morby sits down with Michael Kim to unpack his epic real estate journey - from how he discovered the game to what he's building today. Michael shares how he started, the decision to join Owners Club, what real estate strategies he's crushing, and what his personal Mt. Everest looks like - and trust us, it's BIG! This one's for ANYONE chasing their own mountain... motivation-packed, mission-driven, and a must-listen for anyone ready to level up... Let's go! Follow Michael: https://www.instagram.com/michael_creativerei ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/Z6qOyX ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow  

Customer Relationship Management (CRM) software companies sell a simple premise: if you can manage customer data, you can grow your business. But capitalizing on that promise is complicated, as any company struggling with CRM implementation knows.  Kristen Thom, senior vice president of customer experience for White Cup, has an easy fix for this persistent CRM pain point. She helps distributors reframe their focus, emphasizing actionable information over team micromanagement. Jason caught up with her to discuss White Cup's powerful CRM+BI solution and the revolutionary ways that the company incorporates AI to capture hidden market share while improving long-term customer relationships. CONNECT WITH JASON LinkedIn CONNECT WITH KRISTEN  LinkedIn White Cup *** *** For full show notes and services visit: https://www.distributionteam.com  Distribution Talk is produced by The Distribution Team, a consulting services firm dedicated to helping wholesale distribution clients remove barriers to profitability, generate wealth, and achieve personal goals.    This episode was edited by The Creative Impostor Studios  Special thanks to our sponsors for this episode: Profit2, helping distributors charge the right price; and INxSQL Distribution Software, an integrated distribution ERP software designed for the wholesale and distribution industry.  

Julie Deem sits down with Haley Verbosky from Hewitt Molding to discuss workplace culture. This episode was recorded live at Crossroads Community Church during Global Leadership Summit.Thank you Crossroads Community Church for hosting!Check them out at: https://ecrossroads.org/Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you!Learn more at: https://lyfquest.io/Instagram:USW Podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kalena James ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Julie Deem ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠--------------------------------------------------USW Kokomo ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Production by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠⁠⁠⁠⁠

This week on The RAG Podcast, I'm revisiting my episode with Joe Jani, founder and CEO of Metric Search, one of the fastest growing recruitment firms in the world.Joe launched Metric in 2019 and in just six years has scaled to 90 heads across the US and UK. At only 31 years old, he's already closed a private equity deal, taking seven figures off the table while setting the business on course for a $100m valuation.We talk about:The strategic decisions behind launching and scaling MetricNavigating the COVID pandemic without slowing momentumHow leadership and culture have fuelled rapid growthThe truth about managing and billing at the same timeWhat private equity means for the next stage of growthJoe's story is proof that with the right vision, culture and commercial focus, you can scale globally at pace while still building a business that lasts.Chapters00:00 Introduction to Joe Jarny and Metric Search02:09 Joe's Journey in Recruitment11:52 Launching Metric Search and Navigating COVID22:03 The MBO Process and Growth Strategy35:14 Private Equity Deal and Future Plans49:21 Personal Life and Work-Life Balance01:00:38 Myths in Recruitment and Leadership__________________________________________Episode Sponsor: AtlasYour memory isn't perfect. So Atlas remembers everything for you. Atlas is an end-to-end recruitment platform built for the AI generation. It automates your admin so you can focus on the business tasks that matter. How many conversations do you have every day? With clients. Candidates. Your team. Service providers.Now how many of those conversations can you recall with 100% accuracy? How many hours a week do you spend making notes to try and retain as much as possible? And how much is still getting lost along the way? Traditional CRM systems weren't built for the type of recruitment business you're running right now. They were built to rely on the structured, tagged, categorised, and formal data you could feed it. Manual processes that needed you to input specific information, based on specific questions and answers. But what about all the other conversations you're having every single day? Atlas isn't an ATS or a CRM. It's an Intelligent Business Platform that helps you perform 10X better than you could on your own. How? By removing all your low value tasks, acting as your perfect memory, and providing highly relevant recommendations to impact your performance. Learn more about the power of Atlas – and take advantage of the exclusive offer for The RAG listeners – by visiting https://recruitwithatlas.com/therag/ __________________________________________Episode Sponsor: HoxoRecruitment agency founders - this one's for you.What's your plan for the rest of 2025?If it's based on more cold outreach, referrals, or hiring more recruiters… we've got news for you. That's not where the smart money is going.The market has changed. AI is everywhere. Noise is louder than ever.So if you want to scale profitably this year, you need to do things differently!It starts with what you already have.Your experience. Your network. Your voice.And we are showing you exactly how to use it in a brand-new, FREE Masterclass - built specifically for recruitment leaders like you.You're going to learn:Why your LinkedIn content isn't working - and how to fix it fastHow to generate inbound leads without being “LinkedIn famous”And the exact Hoxo 3X System agencies are using to book more calls - in just a few hours a...

Activa tus 7 Días de Prueba en "Club Cállate y Vende"https://www.detonadoresdevalor.com/clubcyvEntrénate directamente conmigo en nuestras sesiones grupaleshttps://www.detonadoresdevalor.com/membresiaEn este episodio analizamos las estrategias inbound y outbound para concluir cual de las dos es mejor para hacer crecer tu negocio.LINKS MÁS RECIENTES:¿Te gustaría tener una sesión en vivo conmigo una vez al mes y trabajar en tus ventas? ¡Entra a Detonadores de Valor!https://www.detonadoresdevalor.com/membresia¿No tienes un CRM? Comienza GRATIShttps://aff.trypipedrive.com/3gqeu4o6mi2z Hosted on Acast. See acast.com/privacy for more information.

You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationAfter years of sticking with an "all-in-one" platform, I finally faced the hard truth—it wasn't doing everything well, and it was costing my team time, efficiency, and client experience. In this first part of our CRM switch series, you'll hear exactly how we decided to break up with our old system, why we chose Dubsado, and how pairing it with specialist tools is making our business run smoother than ever.  The (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorg=========================  EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/why-we-switched-crms-part-1/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs!PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swd Have a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmz=========================FREE TRAINING for Wedding Business Owners Take the Wedding Pro CEO's free GAP assessmentSupport the show

Viele Vertriebsteams arbeiten noch mit veralteten Prozessen – und verlieren dadurch Deals. In dieser Episode zeige ich, Dieter Menyhart, wie KI-Tools wie GPT, Pipedrive-Automatisierungen und Lead-Scoring deinen Vertrieb effizienter machen und sofort messbare Ergebnisse liefern. Ideal für alle, die mehr Umsatz ohne zusätzliches Personal wollen. Für das Workbook dazu, komm in meine Whatsapp-Gruppe: https://chat.whatsapp.com/DANep4RFspTLy1QKNbCdJW

At 50 years old, San Diego's JZ Zendejas turned a $600 payday into a springboard for financial freedom and community change. In this episode, Subto leader Jordan Whittenburg sits down with JZ to uncover how he leveraged his W2 job, built deep relationships, and carved out a niche as a connector in real estate lending. From avoiding bad deals with strict vetting, to launching co-living projects in Sacramento, to flipping homes in Cleveland, JZ shares the lessons, timing, and mindset that helped him go from unsure beginner to trusted dealmaker. If you're looking to break into real estate investing *without quitting your day job* this conversation will show you how to start smart, build trust, and create lasting impact in your community.

Episode 272 - In another episode from the floor of PAPA - Nik sits down with Ash, an international pilot currently flying the Airbus A320 for a major carrier based in Hong Kong. Ash shares a global aviation journey — from flight training in New Zealand to flying single-engine caravans in the mountainous terrain of Indonesia, and eventually landing a career with a world-class Asian airline. We dig into what it's like flying internationally out of Hong Kong, how airline structures differ between Asia and the West, and the often-overlooked challenges of adapting to expat life in one of the world's densest cities. Ash also opens up about transitioning to the U.S. aviation system and earning his FAA ATP certificate, and offers his thoughts on CRM culture and cockpit dynamics across borders. What You'll Learn: How Ash built an international flying career starting with training in New Zealand What it's like flying single-engine aircraft in the challenging terrain of Indonesia The unique structure and expectations of working for an airline based in Hong Kong How cockpit resource management (CRM) and cockpit culture differ between Asia and the West What to expect when transitioning from an ICAO license to an FAA ATP The lifestyle realities of expat pilots living and working in Hong Kong Why global flying experience can give pilots a unique edge—if they're willing to adapt CONNECT WITH US Are you ready to take your preparation to the next level? Don't wait until it's too late. Use the promo code “R4P2025” and save 10% on all our services. Check us out at www.spitfireelite.com! If you want to recommend someone to guest on the show, email Nik at podcast@spitfireelite.com, and if you need a professional pilot resume, go to www.spitfireelite.com/podcast/ for FREE templates! SPONSOR Are you a pilot just coming out of the military and looking for the perfect second home for your family? Look no further! Reach out to Marty and his team by visiting www.tridenthomeloans.com to get the best VA loans available anywhere in the US. Be ready for takeoff anytime with 3D-stretch, stain-repellent, and wrinkle-free aviation uniforms by Flight Uniforms. Just go to www.flightuniform.com and type the code SPITFIREPOD20 to get a special 20% discount on your first order. #Aviation #AviationCareers #aviationcrew #AviationJobs #AviationLeadership #AviationEducation #AviationOpportunities #AviationPodcast #AirlinePilot #AirlineJobs #AirlineInterviewPrep #flying #flyingtips #PilotDevelopment #PilotFinance #pilotcareer #pilottips #pilotcareertips #PilotExperience #pilotcaptain #PilotTraining #PilotSuccess #pilotpodcast #PilotPreparation #Pilotrecruitment #flightschool #aviationschool #pilotcareer #pilotlife #pilot

Meet Eric

Send us a text What does it take to gain the trust of investors and build a business that thrives in such a relationship-driven industry?In this episode of Weiss Advice, Yonah speaks with Julia Anderson, founder of Capital Catalyst and fractional CMO, who shares her journey from managing restaurants to becoming a marketing leader in real estate syndication. Julia explains how her early hands-on business experience prepared her to help capital raisers build credibility, manage marketing systems, and create authentic connections with investors. She also discusses the pitfalls she sees when working with new clients, the importance of CRM systems, and why personal branding often outweighs company branding when raising capital. [00:01 - 07:30] From Restaurants to Real EstateKey Takeaways:How Julia transitioned from restaurant operations to real estate marketing.Why her early leadership roles shaped her confidence and skillset.The importance of seeing opportunity in unexpected industries.[07:31 - 14:00] Thrown Into the World of MultifamilyWhat Julia learned at her first Best Ever Conference.How she began to understand multifamily syndication from the ground up.The significance of asking questions and staying curious in new industries.[14:01 - 21:30] Marketing Pitfalls and CRM ChallengesWhy CRMs often fail without proper customization.How messaging clarity impacts investor trust and action.The need to tailor marketing systems to both the business and its audience.[21:31 - 28:30] The Power of Personal BrandingWhy investors follow people, not just brands.How authenticity and storytelling build trust.What the significance of consistency is in social media and content creation.[28:31 - 34:47] Always Be Raising: Building Long-Term SystemsWhy raising capital isn't an overnight process.How the right systems create sustainable investor relationships.The importance of preparation before a deal is on the table.Connect with Julia:LinkedIn: https://www.linkedin.com/in/andersonjulia/LEAVE A 5-STAR REVIEW by clicking this link.WHERE CAN I LEARN MORE?Be sure to follow me on the platforms below:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Tweetable Quotes:“People follow a person. They don't follow a brand… So they need to know who you are as a person.” - Julia Anderson“The systems and the processes you build in a solid marketing foundation are what keep you from ever needing to scramble to raise cSupport the show