Podcasts about CRM

Ever found yourself stuck in a mental spiral, replaying a moment, conversation, or decision that didn't go the way you wanted? I've been there. In this episode, I share the mindset shift that helps me stop the loop and reclaim my energy, the belief I use to reframe past decisions, how I move out of victim energy and into leadership, and why your lowest moments might be the reason someone else keeps going. Get ready to break free from negative spirals and build unstoppable energy! Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. HIGHLIGHTS 00:00 Even winter seasons are part of your transformation. 07:00 How you view your habits impacts your results. 14:00 How to create the relationships you want.  18:45 The magic of mutual support in friendships. 25:00 Life is only as rich as your relationships. 27:45 What people are really buying from you. 31:00 Your story is someone else's survival guide. RESOURCES Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

 If you've ever wondered how to raise capital for real estate investing, this episode breaks it all down. Jake & Gino co-founder Gino Barbaro shares a step-by-step guide to mastering the art of raising money—from your very first deal to becoming an expert capital raiser. Whether you're funding your first duplex or managing millions in multifamily, this episode will help you raise capital with confidence and integrity.In this How To Raise Capital for Real Estate Investing lesson, Gino explains the three growth stages—beginner, intermediate, and expert—and exactly what to focus on at each level. You'll learn how to build a credible personal brand, create content that attracts investors, systemize your CRM and follow-ups, and develop long-term investor trust. Discover the mindset, skills, and systems used by top multifamily operators to raise capital consistently.Connect with Gino Barbaro at JakeandGino.com or email gino@jakeandgino.com We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Collin Stewart is the Founder and CEO of Predictable Revenue, a sales outsourcing company that helps B2B businesses build repeatable, scalable sales development teams. Under his leadership, Predictable Revenue has become a recognized leader in sales consulting, delivering over 10,000 booked meetings and scaling outbound sales for more than 55 companies. Recognized for his data-driven, practical approach to solving sales challenges, Collin also hosts the Predictable Revenue podcast, which boasts over 400 episodes. In this episode… Struggling to turn sales calls into paying customers can feel like hitting a wall, even when your tools and tactics seem solid. Many founders assume their scripts or CRMs are the problem. But could the real problem run deeper, with outbound sales success depending less on what you say and more on how well you listen? Collin Stewart, a seasoned entrepreneur and sales expert, discovered this lesson the hard way. He spent years building a CRM to compete with industry leaders, only to realize sales teams didn't need another tool — they needed clearer processes and better support. By asking questions instead of making assumptions, Collin aligned his solutions with real customer pain points and unlocked lasting growth. His advice is simple: listen closely to your customers before building anything. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Collin Stewart, Founder and CEO of Predictable Revenue, about effective outbound sales strategies. Collin explains how active listening drives better product–market fit and shares insights on nurturing early leads, avoiding over-automation, and landing your first customers on a tight budget.

This Santa Barbara cake artist turned her side hustle into a brand featured in Vogue Weddings and People Magazine, and she did it without a huge social media following. In this episode of Unbreakable Business, I sit down with Laurie Petrolino, baker, business owner, and Honeybook member. Laurie owns Room For Cake, where she creates stunning cakes for special occasions (and even some high profile clients). Listen in as she shares how she grew a thriving cake business by leaning into systems, setting boundaries, and breaking the habit of people-pleasing.The Unbreakable Business podcast is powered by HoneyBook, the AI-powered CRM platform for anyone with clients. Scale yourself and your business with all your leads, clients, projects, and payments in one place. Use the code PODCAST to get 20% off your first year as a new member.Important sections of the conversation[1:26] Wearing Multiple Hats as a Baker and Business Owner[6:46] Does being a people pleaser hinder business growth?[10:48] Maintaining your boundaries as a business owner[15:00] Focusing on relationships over social media growth[26:00] Rapid fire questions [30:23] What does having an unbreakable business mean to you?Connect with the guestWebsite: roomforcakebakery.comInstagram: instagram.com/roomforcakesbConnect with the hostWebsite: podcast.honeybook.comIG: instagram.com/honeybookIG: instagram.com/akuakonadu_ Hosted on Acast. See acast.com/privacy for more information.

In this episode, I'm sharing the six key areas I organize in my business before the year ends to set myself up for a clear and confident start to the new year. As a mom and business owner, I know how easy it is to let the back end of your business get messy, especially with the holidays approaching. I walk you through auditing your finances, cleaning up your inbox, reviewing your CRM and client files, updating your website and links, auditing your tech stack, and organizing your digital files. I also talk about my Holiday Headquarters guide—a 20+ page resource packed with checklists and systems to help you manage the holiday season with ease. Take one category at a time, put it on your calendar, and give yourself the gift of a fresh start!  Free Resources:Join 30 Day Calendar Blocking Blueprint and finally feel in control. ​Click here to join the next round. ​Are you a business owner making $100,000+ and still wearing all the hats? ​Click here​ to learn about my upcoming 12-week Outsourcing Mastermind.Are you an aspiring or newer business owner who needs some accountability and clarity on the next steps? ​Click here​ to join my 6-month accountability group - Simplify.

We all have seasons where the business feels heavy or life feels like it's moving faster than we can keep up. But the truth is, stress and overthinking don't create a breakthrough. In this episode, Chris and I check in with each other about what's been working, what's been hard, and how we've learned to reset when we hit those off days. We talk about the mindset shifts that keep Chris motivated through setbacks, and what keeps us grounded, grateful, and in touch with our dreams. Get ready to learn how to keep joy and creativity at the core of your growth journey. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. HIGHLIGHTS Why creativity and play are business strategies, not distractions. How to reconnect with ease and divine inspiration when stress takes over. Chris's two habits that keep his dreams front and center. How to lead yourself (and your team) through tough weeks. The physical activity and positive “propaganda” to shift energy. RESOURCES Join our Elite Mastermind HERE! Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci

“Secret agents don't get found, and closed mouths don't get fed.” It's more than a catchphrase; it's a survival strategy for today's market.  In an environment where inventory is scarce, clients are cautious, and other agents are everywhere, invisibility will keep you from earning more.  If you aren't proactively creating opportunities, asking for business, and showing up where consumers are, you'll get overlooked every time. That's why differentiation isn't a luxury; it's the core of winning in real estate right now.  And the sharpest ways to position yourself apart from the competition aren't the ones most agents think about.  Social media isn't just a branding tool; it's a live feed of consumer behavior. AI isn't a toy; it can turn one bad listing photo into a winning expired pitch.  Consistency isn't boring; it's the edge that compounds when your competitors give up. So how do you stop being invisible in this market? How can you create a blue ocean strategy for yourself?  I was featured on Knolly Williams' Success With Listings Podcast, and we discussed what it really takes to succeed in real estate today.    Things You'll Learn In This Episode  Social media as real-time consumer intelligence Clients reveal their needs online every day. How can you use their digital footprints to update your CRM, build trust, and stay two steps ahead of competitors? The 2006 wake-up call that changed everything When consumer internet use jumped from 2% to 80%, agents who ignored it disappeared. How do you make sure you're showing up where buyers and sellers are actually looking today? AI as your expired-listing superpower You can use a custom GPT to take one photo, generate staging recommendations, and create “after” images in minutes. How can you turn AI into a unique selling proposition that wins listings your competitors overlook? The adoption gap = your blue ocean Only 15% of adults use ChatGPT, and even fewer pay for Plus. How does this low adoption create a massive competitive edge for the agents who lean in now?   Guest Bio Knolly Williams, known as "The Business Healer," is a bestselling author, international speaker, and real estate broker who specializes in helping homeowners sell smarter and coaching real estate agents to build thriving businesses with less stress. Knolly is the author of the national bestsellers Success with Listings and 3 Hours a Day, a McGraw-Hill-published book that teaches entrepreneurs how to multiply their income while doing less. He's trained thousands of agents nationwide and leads a powerful movement through his Mentorship Masters group at eXp Realty and the Success with Listings Academy. Visit https://knolly.com/ to learn more and subscribe to his YouTube channel here.    About Your Host Marki Lemons Ryhal is a ​​Licensed Managing Broker, REALTOR®, and avid volunteer.  She is a dynamic keynote speaker and workshop facilitator, both on-site and virtual; she's the go-to expert for artificial Intelligence, entrepreneurship, and social media in real estate. Marki Lemons Ryhal is dedicated to all things real estate, and with 25+ years of marketing experience, Marki has taught over 250,000 REALTORS® how to earn up to a 2682% return on their marketing dollars. Marki's expertise has been featured in Forbes, the Washington Post, Homes.com, and REALTOR® Magazine.   Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you! 

In this inspiring episode of the Millionaire Car Salesman Podcast, host Sean V. Bradley welcomes a guest whose career journey is anything but ordinary. From the spotlight of national television to the fast-paced world of automotive sales, Jamie Jacobs shares how reinvention, communication, and passion can open unexpected doors! "Everything you ever wanted is right outside your comfort zone. So be comfortable being uncomfortable." - Jamie Jacobs This episode explores what it truly means to adapt, evolve, and succeed; both personally and professionally. Listeners will walk away motivated to think bigger, push past limitations, and approach every opportunity with confidence and creativity. "If you don't teach somebody how to be an entrepreneur, they're not an entrepreneur, they're an employee." - Sean V. Bradley Tune in for a story that proves success isn't about where you start, it's about how you grow. "At the end of the day, I've always outworked the next person." - Jamie Jacobs Ready to unlock your next level in automotive sales and leadership? Register now for the upcoming Digital Dealer Conference and use our exclusive code for 25% off your pass with Code: DealSyn. Don't miss your chance to be in the room where the future of automotive is being written: https://tinyurl.com/DSDD2025   Key Takeaways: ✅ Transitioning careers can leverage existing skill sets into new areas with unexpected success. ✅ The service department offers untapped potential for generating new sales leads by building relationships with current service customers. ✅ Mastering the art of communication and listening is crucial for success in any sales-driven environment. ✅ Consistency, creativity, and confidence are key in standing out and making memorable connections with customers. ✅ Treating individual roles in automotive sales like one's own business can lead to greater financial success and personal fulfillment.   About Jamie Jacobs Jamie Jacobs is a seasoned professional who transitioned from a successful career in the entertainment industry to automotive sales. With over 30 years of experience in TV, Jamie worked as a television host for major shows on networks such as HGTV and TLC, including "American Home" and "Designing Spaces." He also launched his own classic car TV show, "Tail Fins and Chrome," and has depth in performing arts with stand-up comedy experience in LA. Currently, Jamie is a car salesman at Reed's Nissan near Orlando, Florida. His versatile background in communication and entertainment enriches his interactions and strategies in the automotive industry.   Mastering Auto Sales: Communication, Strategy, and Service Drive Success Key Takeaways: Effective communication is fundamental to success in automotive sales, requiring a blend of personality, listening, and adaptability. Viewing car sales as an entrepreneurial venture can significantly boost success rates among car salespeople. The often-overlooked service drive represents a goldmine of potential car sales, particularly through strategic customer interactions. In the realm of automotive sales, the journey from modest beginnings to achieving the title of a "Millionaire Car Salesman" requires more than just selling cars—it demands mastering the art of communication, cultivating entrepreneurial spirit, and harnessing untapped dealer resources. With insights shared in the Millionaire Car Salesman podcast, hosted by Sean V. Bradley, we can dissect the strategic mindset and actions that can transform traditional sales approaches into monumental career success. Below, we'll explore the critical facets that underpin this transformation, drawing from the experiences of seasoned professionals in the industry. The Power of Communication in Automotive Sales In any industry, the ability to communicate effectively is an invaluable tool. In automotive sales, it's not just about talking—it's about creating an engaging dialogue that fosters trust and understanding between salesperson and customer. As articulated by Jamie Jacobs, a seasoned automotive professional, communication is key to connecting with potential clients: “Listen, you can't sell somebody something unless you know what they want.” The value of communication extends beyond sheer verbal interaction; it involves reading the customer's needs, aspirations, and reservations. Jacobs emphasizes the importance of being a "listener," pointing out that selling is not about bombarding prospects with information but rather uncovering their needs through thoughtful questions and active engagement. This approach aligns with Dr. Covey's principle from the "7 Habits of Highly Effective People"—seeking first to understand, then to be understood. To thrive in this sector, one must hone their communication skills as if practicing a craft, ensuring every interaction leaves a lasting impression on clients. Moreover, mastering communication in sales settings isn't just about words. It's also about utilizing tools that enhance messages, such as analogies, stories, and humor. Jacobs's diverse background in television and stand-up comedy has equipped him with a unique storytelling ability, enabling him to weave narratives that resonate with customers on a personal level. This strategy not only aids in retention but strengthens the relationship between the salesperson and customer. Embracing an Entrepreneurial Mindset Many sales professionals mistakenly view automotive sales as merely a job. As Sean V. Bradley highlights, the path to true success in car sales lies in treating it as an entrepreneurial venture. “The strategy that works is treating car sales like it's your own business. Car sales is like owning your own business,” Bradley reiterates. This mindset empowers salespeople to innovate, strategize, and personalize their approaches to selling. To achieve financial independence, key performers like Cody Carter exemplify the benefits of seeing oneself as the owner of their sales destiny. With a structured business plan, Carter operates not as an employee but akin to a dealer principal, handling marketing, personal branding, financial planning, and even employing staff. This proactive stance allows Carter to transcend traditional sales barriers, leveraging tools like CRM systems and community outreach to expand his network and client base. The entrepreneurial approach prescribed by Bradley entails more than just product knowledge or sales tactics; it's about creating a business blueprint that encompasses everything from customer service strategy to personal marketing campaigns. Sales professionals can accelerate their growth trajectory by adopting this posture, investing in self-development, and broadening their business savvy. Unlocking the Potential of Service Drive Sales An often underestimated avenue for generating sales is the dealership service drive. Jamie Jacobs, self-proclaimed "service lounge lizard," harnesses this rarely tapped resource to cultivate leads and close deals. The service department, bustling with customers who are already brand-aligned, becomes a fertile ground for nurturing potential sales opportunities. Jacobs shares his strategic process: arriving early, engaging customers with genuine curiosity, and turning anticipated repair costs into an opening for new vehicle sales. "Hey, I just talked to service, your service advisor, and you're looking at almost, probably $1,800 maybe to fix everything. I said, are you interested in perhaps trading it in with us?" Jacobs articulates this pivot approach, positioning a new car purchase as a cost-effective alternative to costly repairs. The National Automobile Dealers Association (NADA) corroborates the efficacy of this method, revealing that customers who frequent service departments are significantly more likely to purchase vehicles from that dealership. Jacobs's initiative is illustrative of how proactive interaction within the service drive can transform casual conversations into lucrative sales. For salespeople, recognizing the potential of service-ups is crucial; it signifies a shift from passive order-taking to active relationship-building. The success witnessed in the service department underscores a broader industry trend: the bold thrive, while the complacent stagnate. By recognizing the service drive as a pipeline for potential deals, dealerships can realize enhanced customer loyalty and increased profit margins through targeted engagement and strategic upselling. Overall, the journey to mastering automotive sales demands more than conventional tactics—it's a fusion of the art of communication, entrepreneurial spirit, and strategic resourcefulness. This multilayered approach not only deepens customer connections but cements a salesperson's reputation and success within the industry. By channeling the lessons shared by Jamie Jacobs and Sean V. Bradley, sales personnel can navigate the transformative path toward becoming true leaders in the automotive sales sector.   Resources + Our Proud Sponsors: ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry with over 29,000 members worldwide. Collaborate with automotive professionals, learn the best industry practices, and connect with top mentors, managers, and sales leaders. Join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: The automotive industry's #1 Sales Training, Consulting, and Accountability Firm. With over 20 years of proven success, Dealer Synergy has helped dealerships nationwide build high-performing Internet Departments and BDCs from the ground up. Our expertise includes phone scripts, rebuttals, CRM action plans, lead handling strategies, and management processes; all designed to maximize your people, processes, and technology! ➼ Bradley On Demand: The automotive industry's most powerful Interactive Training, Tracking, Testing, and Certification Platform. With LIVE virtual classes and access to a library of over 9,000 on-demand training modules, Bradley On Demand gives your dealership the tools to dominate every department—Sales, Internet, BDC, CRM, Phone, and Leadership. From sharpening individual skills to elevating entire teams, this platform ensures your people are trained, tested, and certified for maximum success. Equip your dealership to sell more cars, more often, and more profitably with Bradley On Demand!  

Send us a textMost contractors don't have a marketing problem—they have a systems problem. We sat down with Skip Wilson, CEO of Draft Media Partners and a veteran of iHeart's digital era, to break down how to replace tactic-hopping with a durable plan that compounds. We start with the core: define a real audience, clarify the action you want (calls, forms, financing inquiries), craft messages people actually care about, and then build a channel mix that won't collapse when a platform changes the rules.We get practical fast. If “family-owned” is your headline, you're blending in. Instead, choose a USP that's provable and valuable: same-day installs, weekend hours without overtime, or flexible financing. From there, we map a resilient stack that aligns operations with demand: a CRM that can handle volume, automated nurturing to recover no-shows and slow deciders, strong search visibility, and brand-building through video and audio with precise household targeting. One standout tactic: retarget website visitors with oversized direct mail that lands days after they browse—perfect for bigger, non-urgent purchases like tankless water heaters, where timing and recall close the gap.Measurement is the unlock. We walk through shifting from cost per lead to customer acquisition cost and show how matchbacks connect exposure on CTV, radio, and social to actual new customers. No advanced stack? Use call tracking and a simple monthly CAC baseline to create a meaningful “pass/fail” view. Month one is an educated guess; month two should be optimization, not reinvention. When leads dip, pull pre-planned levers—adjust the audience, rotate offers, move budget up or down the funnel, or trigger targeted mail and outbound—rather than scrambling for “what's new.”If you're ready to stop chasing the most expensive leads in your market and start building a brand people search by name, this conversation is your blueprint. Listen, take notes, and then tell us: what's your current CAC target, and which lever will you pull next? If the show helped, subscribe, leave a review, and share it with a contractor who needs steadier growth.If you enjoyed this chat From the Yellow Chair, consider joining our newsletter, "Let's Sip Some Lemonade," where you can receive exclusive interviews, our bank of helpful downloadables, and updates on upcoming content. Please consider following and drop a review below if you enjoyed this episode. Be sure to check out our social media pages on Facebook and Instagram. From the Yellow Chair is powered by Lemon Seed, a marketing strategy and branding company for the trades. Lemon Seed specializes in rebrands, creating unique, comprehensive, organized marketing plans, social media, and graphic design. Learn more at www.LemonSeedMarketing.com Interested in being a guest on our show? Fill out this form! We'll see you next time, Lemon Heads!

In this episode of Hustle Inspires Hustle, Alex Quin breaks down practical, actionable strategies to help both e-commerce and service-based businesses succeed during Black Friday. He emphasizes the importance of keeping offers simple—such as clear tiered discounts or urgency-based service upgrades—to reduce friction and improve conversions. Alex stresses that successful marketing goes beyond flashy ads; it's about preparation across your funnel, creative assets, and backend systems. From fast-loading product pages to tight onboarding flows and accurate CRM tracking, every part of the customer journey needs to be ready.He also dives into content strategy and ad execution, encouraging brands to repurpose their top-performing content from earlier in the year with updated Black Friday messaging. Volume matters—especially with Meta's new Andromeda update—so having multiple creatives pre-approved and scheduled can lower costs and reduce last-minute stress. Whether paid or organic, campaigns should be well-structured and tracked meticulously. The core message? Black Friday isn't about hype—it's about execution, efficiency, and data-driven decisions.Episode Outline: [00:00] Welcome Back: Alex thanks listeners and sets up the Black Friday topic [00:15] Importance of Simplicity: Easy-to-understand offers and discounts [00:45] Service Business Tips: Creating urgency with bonuses and intro deals [01:10] Creative Strategy: Bold visuals, testimonials, and multi-format content [01:45] Funnel Tips: Fast product pages, clean checkout, single-action landing pages [02:10] Backend Systems: Fulfillment, calendar space, CRM, and onboarding readiness [02:40] Financial Modeling: Know your margins, track all costs [03:05] Repurposing Content: Use your best-performing content with new Black Friday angles [03:30] Meta Update & Scheduling: More creatives = lower cost; schedule everything early [04:00] Post-Purchase & Tracking: Upsells, LTV, CRM follow-ups, and clean analytics [04:20] Final Thought: Black Friday is about preparation, not just hypeWisdom Nuggets:Simplicity Sells: Your offer should be instantly understandable. Whether it's tiered discounts or bundled services, remove friction—no mental math or coupon codes.Urgency Wins: Black Friday thrives on limited-time offers. Add urgency through countdowns, limited bonuses, or time-sensitive upgrades to drive faster conversions.Prep the Back End: A killer front-end campaign fails without backend support. From ecom fulfillment to service onboarding systems, preparation prevents revenue leaks.Repurpose to Scale: Your best content from earlier in the year is your blueprint. Reuse proven assets with Black Friday messaging instead of creating from scratch.Track Everything or Risk Everything: If your data is off, your scaling efforts will fail. Ensure all pixels, UTMs, and analytics are accurate before campaigns go live.Power Quotes“The key is simplicity. Customers should get it right away.” - Alex Quin“No guessing, no mental math, and no making them type in coupon codes.” - Alex QuinConnect With the Podcast Host Alex Quin:Instagram: (https://www.instagram.com/alexquin)Twitter: (https://twitter.com/mralexquin)LinkedIn: (https://www.linkedin.com/in/mralexquin)Website: (https://alexquin.com)TikTok: (https://www.tiktok.com/@mralexquin)Our CommunityInstagram: (https://www.instagram.com/hustleinspireshustle)Twitter: (https://twitter.com/HustleInspires)LinkedIn: (https://www.linkedin.com/company/hustle-inspires-hustle)Website: (https://hustleinspireshustle.com)*This page may contain affiliate links or sponsored content. When you click on these links or engage with the sponsored content and make a purchase or take some other action, we may receive a commission or compensation at no additional cost to you. We only promote products or services that we genuinely believe will add value to our readers & listeners.*See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Purchase the ClickUp Business Hub Template: an all-in-one digital workspace built specifically for travel advisors to organize and streamline the backend of their business. Watch the product preview HERE! Have you ever come home from a trade show with a stack of business cards and no idea what to do with them? Kristen Heitman, luxury travel advisor and one of Tique's OG clients, joins this episode to discuss all things ClickUp, including her thoughts on The ClickUp Business Hub Template. Kristen walks through how she built a central hub for her supplier relationships (complete with commission details, meeting notes, and rep connections) so she can easily find the right contact when she needs them. She also shares how this system goes beyond contacts to track leads, forecast revenue, and even automate testimonial-driven marketing. If you've ever wasted time digging through emails or spreadsheets trying to remember who reps that perfect hotel, this episode will show you how to build a streamlined system that saves clicks, keeps you organized, and helps you grow your business with confidence! About Kristen Heitman: Kristen is a Luxury Travel Advisor with Steuber Travel Group and is based in Atlanta, Georgia. After spending over a decade as an epidemiologist at the CDC, where her work focused on building surveillance systems for infectious diseases and data analysis, Kristen made the bold decision to leave her government career in August 2023 to pursue luxury travel planning full-time. Her natural curiosity and love of discovery, once applied to solving public health mysteries, now guides her in uncovering the world's most enchanting destinations and exclusive experiences. Kristen specializes in approachable luxury experiences for successful, detail-oriented professionals, crafting bespoke itineraries that feel effortlessly elegant yet thoughtfully curated. Her background has given her an exceptional eye for finding those special, hidden moments that transform a beautiful trip into an unforgettable journey. When she's not designing extraordinary escapes, Kristen enjoys spending time with her husband, two sons, and two Whippets in Atlanta. Today we will cover: (02:30) Kristen's journey from epidemiologist to travel advisor (06:10) Why advisors need ClickUp; going beyond CRM and itinerary software (10:15) Tracking leads, referrals, and repeat clients with ClickUp dashboards (16:45) Using AI and automation to streamline business operations (22:45) CRM vs. ClickUp; understanding the role of each tool (28:20) Cybersecurity for advisors; protecting client data, avoiding public Wi-Fi risks, and using safe passwords (34:50) How to customize ClickUp for travel agencies without getting overwhelmed (41:20) Building a ClickUp Business Hub; why investing time boosts efficiency, client experience, and profitability Connect with Sarah at HeySwillsy for Custom ClickUp Setup Listen to Episode 150: What Every Advisor Needs To Know About Protecting Client Data with Kacie Darden JOIN THE NICHE COMMUNITY VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ Thanks to Our Tique Talks Sponsors: Moxie & Fourth - Grab The DIY Demo Bundle HERE Cozy Earth - Use code COZYTIQUE for 20% off

Live from Pantheon, John sits down with RJ Magee (Sierra) and Tyson Chen (Avoca AI) to talk about the future of technology in home service — from AI call centers to multi-location growth and ServiceTitan integration.RJ shares how Sierra grew to 6 companies across 5 states through strategic acquisitions, while Tyson explains how Avoca's AI agents are transforming call centers — booking jobs, handling overflow, and integrating directly with CRMs.They unpack what it really takes to expand across geographies, standardize technology stacks, manage ServiceTitan instances, and build a culture that embraces change. If you're scaling locations, integrating new tech, or curious about how AI can actually work in the trades — this one's a playbook.

In this episode of Get Creative with Pace Morby, host Jordan Whittenburg sits down with Erick Arvizu Santos, an engineer-turned-real-estate investor from Arizona, to unpack how creative finance transformed his life and business. Erick shares his journey from managing an inherited property to building a 17-door portfolio through SubTo strategies, co-living, and Section 8 housing. He breaks down a Phoenix SubTo deal that helped a struggling seller escape hard money debt—proving that creative solutions can create true win-win outcomes. Connect with Erick: https://blinq.me/cm8wisc8u03ovs60lups5mbgd ➡️ Find Out How One Multifamily Deal Could Change your Life: https://subto.sjv.io/JKNB7E ➡️ Meet Pace on the Creative Nation Tour: https://bit.ly/GetCreativeNationTour  ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/Z6qOyX ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow

What if your biggest reinvention came after your biggest failure? In this episode, I sit down with Julie Wainwright, the founder of The RealReal, who proves that resilience and reinvention have no age limit. We talk about the realities of risk-taking, why timing matters, and how setbacks can set the stage for your next breakthrough. Julie also shares what it means to “rebirth” yourself in midlife, why resilience is more valuable than a safety net, and how women can expand their vision by daring to think bigger. Remember, your second half can be your strongest half if you're brave enough to believe it. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS 00:00 Meet Julie Wainwright, founder of The RealReal. 04:45 How early responsibilities build resilience and self-trust. 10:00 How continual learning and adaptability opened doors even after major setbacks. 15:15 What was your first big risk? 20:00 Lessons from Pets.com and navigating the sting of public failure. 24:00 How Julie started The RealReal from her house with one employee. 30:30 Why fewer than a dozen women (non-celebrities) have built billion-dollar businesses. 35:30 Advice for women entering male-dominated industries. 42:00 Why so many women get stuck in the “negative loop” of entrepreneurship. 48:45 What Pharrell's sweatshirt taught Julie about reinvention. 51:15 Amazon named this as one of the Best Books of 2025. RESOURCES Grab your copy of Julie's new book Time to Get Real HERE! Learn more about The RealReal HERE! Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Julie: @realrealjulie

Key Highlights from the Episode:0:00 – Introduction: AI, NLP, and sentiment analysis explained2:10 – What sentiment analysis is and why it matters for advisors4:30 – How AI scores positivity, negativity, and client reactions6:00 – Real-world use cases: client emails, brand perception, and practice reviews8:30 – Why “no bad publicity” isn't always true in financial services10:15 – Sentiment analysis as a supplement to traditional KPIs12:00 – Spotting early warning signs of client attrition14:00 – How generational wealth transfer creates new sentiment insights18:30 – Turning social proof and negative feedback into opportunities23:00 – Compliance considerations when using recording and AI tools25:00 – How sentiment can feed into lead scoring and forecasting27:30 – Final takeaways: actionable, not overwhelmingResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Are family photographers ready to simplify and automate the backend of their business? In this episode, I'm breaking down the very first step in your client experience: your contact form. Instead of relying on the standard form that comes with your website template, I'll show you how to replace it with a Dubsado lead capture form so that new inquiries automatically flow into your CRM—saving you time and eliminating the risk of losing leads.Whether you're on Showit, Squarespace, or another platform, this tip will help you create a smoother, more professional client journey from the very first touchpoint.What You'll Learn in This Episode:Why replacing your default website contact form with a Dubsado lead capture form is a game-changerThe exact steps to embed your CRM form into your website (using Showit as the example)Which fields to include (and which ones to skip!) for a streamlined inquiry processHow this one small change can automate your lead management and prevent missed emailsA free training resource to help you build a “Contact Page That Wows”Read the entire blog post here Resources & Links Mentioned In This Episode▸ Watch the YouTube video version of this training (with visuals!) → YouTube Channel▸ Get 30% OFF of Dubsado Here: https://systemsandworkflowmagic.com/dubsado-coupon-code▸ Want the free training mentioned? Create a Contact Form that WOWS: https://systemsandworkflowmagic.com/create-a-contact-page-that-wows▸ Showit (get 1 month free with my link): https://showit.com/r/40ggld0mConnect with Dolly DeLong Education

In the past 10 years, I've seen financial advisors finally start adopting CRMs to help automate and simplify their businesses. This was not the case when I first started.  But as you'll discover from today's guest, Jeff Rusin, co-founder of Advisor Tech Partners and advisor-specific CRM whiz, most advisors still aren't tapping into the full productivity powers of their CRM.  That's why Jeff and I recorded this show: To help your financial advice business become more productive, more profitable, and even more pleasurable.  Listen now. Show highlights include: This high-quality touchpoint trick might help you sell a prospective client before your first intro meeting (5:25)  The “Gloved CRM” approach that will save your entire team so much time that you might have to find a new hobby (6:38) The single most common CRM mistakes advisors make without even realizing it (14:43)  How the rarely discussed “pattern recognition” benefit of CRMs can boost your bottom line by up to 80% (15:49)  Why shiny object syndrome as an advisor will make your team hate your guts (and how to prevent being overwhelmed by its seductive pull) (28:31)  A real life example of how business owners sabotage themselves, their business, and their legacies every day by making this simple error (31:03)  If you want Jeff to build a custom CRM solution that fits your financial advice business like a glove, visit his website at https://advisortechpartners.com and click the big, orange button.  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Welcome back to another value-packed episode of the Untrapped Podcast! Keith Kalfas welcomes industry leader Naylor Taliaferro, founder of LCR Media and host of the LCR Summit, for a dynamic discussion about growing your lawn and landscaping business, the importance of networking, community-building events, and actionable strategies to scale both professionally and personally.   About Naylor Taliaferro:  Naylor Taliaferro is not just a business owner in the lawn care and landscaping space—he's a passionate leader, respected community builder, and innovator within the industry. As the founder of LCR Media and visionary behind the LCR Summit, Naylor has dedicated himself to helping entrepreneurs and professionals in the green sector connect, learn, and grow together. He began his journey inspired by early influencers and creators, noticing a genuine need for honest, detailed advice for people just starting. This gap led Naylor to document his own experiences, struggles, and breakthroughs, which quickly earned him a following. Today, he's a recognized authority on leveraging social media to build a brand, connect with potential clients, and inspire the next wave of landscape professionals. A significant part of Naylor's impact stems from his ability to organize and foster in-person events that go beyond the usual business practices. He started by creating the YouTube Rally—a casual meetup that has now become a hugely popular community event at industry expos, drawing hundreds of attendees each year. Building on this, he launched the LCR Summit. This game-changing two-day event combines hands-on business learning, high-level strategy, and networking with some of the industry's most successful and driven leaders. Naylor ensures the summit is both practical and immersive, focusing on not just business “toolsets” but also crucial elements such as mindset and skillset.   What You Will Discover:  How top entrepreneurs built thriving businesses and nurtured passionate communities in lawn care and landscaping. Lessons on the power of creating online content to market your business and connect with like-minded professionals. Proven frameworks for managing your business and personal life, including Naylor's unique “four seasons” success system.   “If you can restructure your business in a way that serves you instead of you being a servant to it, then you will come home with more energy and you'll come home a much better person, more positive, and then you'll have a much better mindset.” - Naylor Taliaferro   Episode Overview:  00:00:48 – 00:02:44 – Intro & Industry Titan Enters Keith and Naylor kick things off, reflecting on their 12+ year friendship, contributions to the landscaping community, and Naylor's impact as an educator, event host, and content creator. 00:02:44 – 00:10:39 – Roots of the Lawn Care Community Dive into the community's history, the evolution of online content (YouTube OGs), and the challenges and lessons of starting. Keith and Naylor discuss how content creation and knowledge sharing have shaped and unified the industry. 00:10:39 – 00:15:54 – First YouTube Rally & Community Growth Stories from the genre-defining Pleasure Ridge Pizza meetups and the exponential growth over the last 10 years. Naylor shares impactful moments of in-person gratitude and how those connections inspired his mission for further reach. 00:15:54 – 00:23:13 – Major Events for Industry Pros [Event Details] Equip Expo/YouTube Rally: Thursday, Oct 23rd, 6 pm at the Kentucky International Convention Center (KICC), Louisville, KY. The can't-miss in-person networking event, free with your Expo badge! Morning Show at Equip: Thursday, October 23rd, 8:00 a.m. Live stage podcasting and Q&A with top industry leaders. Pod Row: All days of the Equip Expo (Wed-Fri). Connect with podcasters, get on a show, and meet the community. 00:23:13 – 00:26:09 – Event Logistics & How-To Walk-through of venue info, how to register, where to stay, overview of event schedules, and tips for getting the most out of your trip to Louisville. 00:26:09 – 00:37:07 – LCR Summit Deep Dive LCR Summit: Monday & Tuesday, Oct 20-21, 9 am-5 pm at the Galt House, Louisville. A two-day immersive educational event covering mindset, skillset, toolset—business mastery, marketing, leadership, staffing, company culture, and personal development for green industry entrepreneurs. Get tickets at lcrsummit.com Ad: Footbridge Media Keith opens with a special shout-out to Footbridge Media, the experts in contractor marketing, optimized websites, SEO, and online presence geared towards growing your home service business. Visit footbridgemedia.com/Keith for more.    Ad: Jobber CRM Keith spotlights Jobber—an AI-powered CRM for home service pros. Features include automated billing, payments, review management, and a virtual receptionist. Ad info: Get a 2-week free trial and exclusive discount at getjobber.com/kalfas. Ad: Untrapped Alliance Private Group Join the Untrapped Alliance Private Group for bi-weekly live focus sessions, community networking, and actionable business coaching. Ad info: Apply at https://www.keithkalfas.com/alliance 00:38:48 – 01:00:00 – Tactical Mindset, Marketing, & Takeaways Naylor and Keith discuss the importance of cyclical business and personal planning, the Four Seasons framework, and leveraging nature's lessons for entrepreneurial success. They emphasize the importance of continuous education, marketing (especially digital/content), and community engagement for long-term business growth. Closing – Wrap up with reminders to check out the LCR Summit, Equip Expo events, and the private Untrapped Alliance group. The hosts share their excitement for seeing listeners at the upcoming events and thank the audience for helping the Untrapped Podcast grow toward 1 million downloads. Key Takeaways Community is Everything: Networking, sharing, and connecting are the backbone of business growth in the green industry. Continual Learning: LCR Summit offers next-level insights, tactics, and mentorship—secure your spot early! Marketing is Non-Negotiable: Utilize social media and digital content to stay relevant and keep leads coming in. Business Systems: Adopt tools like Jobber CRM and partner with marketing pros like Footbridge Media to streamline growth. Get Involved: Equip Expo, YouTube Rally, Morning Show, and Pod Row are your annual chances to level up—don't miss out!   Connect with Naylor Taliaferro: Instagram: https://www.instagram.com/naylor_lcr_taliaferro/ Facebook: https://www.facebook.com/naylor.taliaferro/ Website: https://www.lcrmedianetwork.com/ YouTube:  https://www.youtube.com/c/LawnCareRookie/   Connect with Keith Kalfas: Instagram: https://www.instagram.com/keithkalfas/ Facebook: https://www.facebook.com/thelandscapingemployeetrap Website: https://www.keithkalfas.com/resources Youtube: https://www.youtube.com/@keith-kalfas   Event & Resource Links LCR Summit Info & Tickets: lcrsummit.com Equip Expo Registration: https://plus.mcievents.com/event/equipexpo2025?RefId=KEITH50 Jobber CRM Free Trial:  getjobber.com/kalfas. Footbridge Media for Contractors: footbridgemedia.com/Keith Untrapped Alliance Application: keithkelfas.com/alliance     Written and Edited by: Ma. Teresa Catangay-Bardinas 

In this episode of Grow a Small Business, host Troy Trewin interviews Jay Sapovits, founder of Ink Stores, who shares how he transformed his business from a retail storefront into a thriving on-demand swag company during COVID. Starting with $300K in the first year and growing to mid-seven figures, Jay reveals the pivotal mindset shifts, the importance of resilience, and how consistency fueled growth. He also discusses scaling a team of nearly 30, building a strong culture, and why creativity and adaptability remain essential in the $27B U.S. merchandise industry. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Jay Sapovits, the hardest thing in growing a small business is consistency. He explained that no matter how tough things get—whether you're “kicked in the teeth on Tuesday”—you have to show up again on Wednesday and keep going. Consistency, even through setbacks, is what makes growth possible. What's your favorite business book that has helped you the most? Jay Sapovits said his favorite business book is “How to Become a Rainmaker” by Jeffrey Fox. He called it “unequivocally, the best business book ever written” because it breaks down sales into simple, powerful concepts in short, easy-to-digest chapters that serve as a lifelong reference. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? While Jay Sapovits didn't name specific favorites, several great resources align with his focus on resilience, consistency, and growth. Podcasts like The How of Business, Masters of Scale, The $100 MBA Show, and The Disruptive Entrepreneur offer practical strategies and inspiring stories from entrepreneurs. Online learning platforms such as Coursera, Udemy, and LinkedIn Learning provide valuable training in sales, leadership, and team building—skills Jay emphasizes as essential. He also highlights the importance of community, so joining mastermind groups or business forums can help small business owners share challenges, learn from peers, and stay consistent in their growth journey. What tool or resource would you recommend to grow a small business? One tool Jay Sapovits says he “can't live without” is simple: email. Being super responsive, replying fast, keeping communication tight — that core tool / habit has been critical in how he grows trust, closes sales, and stays connected with clients. What advice would you give yourself on day one of starting out in business? If Jay Sapovits could give himself advice on day one of starting his business, he would say: “Take it easy on yourself.” He explained that his high expectations often created unnecessary stress, and he later learned to manage them better. He also emphasized that “comparison is the thief of joy,” urging entrepreneurs to stay focused on their own journey, support their peers, and not get distracted by competitors or external factors they can't control. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.   Quotable quotes from our special Grow A Small Business podcast guest: Consistency is the only thing that matters—you have to show up every day, no matter what – Jay Sapovits Success is found in the daily grind, not in a single moment of arrival – Jay Sapovits Comparison is the thief of joy; keep your head down and focus on your own business – Jay Sapovits    

Bạn mất hàng giờ mỗi tuần chỉ để làm báo cáo? Vừa lặp đi lặp lại, thủ công, mệt mỏi… vừa mất hết thời gian để phân tích sâu?

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

In order to grow a solid and profitable roofing business, you're going to need salespeople that can get out there and produce for you.My guest today is Adam Bensman, an expert when it comes to helping salespeople and sales teams reach peak performance. Adam is also known as The Roof Strategist, and he has a podcast with the same name and a YouTube channel, as well.On today's show, we'll be talking about where to find the right kinds of salespeople, how to attract them, and what it takes to build a team of A-players.Listen in, I think you're going to find this conversation very helpful!What you'll hear in this episode:Consider your goals, as Adam explains.What the average sales should be per rep, per year, conservatively, according to Adam.Before you begin hiring, you need a clear plan for what that salesperson will be responsible for.Adam discusses the options for paying your salespeople.Financial models must be run to maintain your profitability and your financial health in order to stay in business, serve customers, and grow.Have transparency with your team on when and how they will get paid.Adam details how to find great salespeople and the common mistakes made in the hiring process.Adam shares how he breaks down training into three categories.Most sales reps waste 80% of their time because they were never shown the most effective and most profitable way to sell by following a proven system.Accountability is necessary for managing the team for the retention of performance.Ideas for having great sales meetThinking fast on your feet is the most valuable skill in sales.Resources:Connect with AdamThe Roof Strategist YouTubeLearn More About Hiring + Training OptionsEmail Adam: adam@roofstrategist.comConnect with DaveFree Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

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

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

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

What happens when a government shutdown, interest rate cuts, and AI-driven commerce collide with the future of wholesale distribution?In this week's Around the Horn in Wholesale Distribution, Kevin Brown and Tom Burton unpack the headlines that matter: the Fed's next move, tariff resilience, and how AI-enabled platforms like LeadSmart Channel Cloud™ are reframing CRM as a growth engine. You'll also hear why AI Engine Optimization (AEO) is quickly replacing SEO, and what it means for distributors competing in an Amazon + OpenAI marketplace.What You'll Learn:Why CRM adoption fails, and how LeadSmart's smart CRM reframes it as customer enablementHow prediction markets like Polymarket may forecast economic shifts more accurately than government dataWhy tariffs, lithium mining, and government-backed investments signal long-term supply chain realignmentHow AI search and embedded transactions could challenge Amazon's dominanceWhy AI ethics and workforce augmentation matter more than “replacement” narrativesEpisode Highlights:03:05 – Government shutdown politics and the missing jobs report13:45 – Fed rate cuts, prediction markets, and Polymarket's surprising odds25:52 – Consumer confidence paradox: nervous workers, steady spending37:20 – U.S. invests in lithium mines and Intel, national security or sovereign wealth strategy?50:18 – Tariffs reshaping global supply chains and stalling multimillion-dollar projects01:01:12 – OpenAI launches checkout: what it means for distributors vs. Amazon01:12:05 – AI content optimization: moving from SEO to Generative Engine Optimization (GEO)01:19:10 – Why AI won't take jobs, but people using AI willTools, Frameworks, or Strategies MentionedLeadSmart Channel Cloud™ – AI-enabled CRM + customer intelligence platformPolymarket – decentralized prediction markets for real-time sentimentAI Engine Optimization (AEO) & Generative Engine Optimization (GEO) – future-proofing content strategyAgentic AI Workflows – automation with human-in-the-loop oversightDigital Twins & Lithium Investments – future of industrial resilienceClosing Insight:“If you have siloed data, you have siloed AI. The winners unify data to future-proof supply chains.” – Kevin BrownLeave a Review: Help us grow by sharing your thoughts on the show.Learn more about the LeadSmart AI B2B Sales Platform: https://www.leadsmarttech.com/ Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.

On this episode of Deans Counsel, hosts Ken Kring and Jim Ellis speak with Oliver Yao, Dean of the University of Delaware's Lerner College of Business and Economics, a role he took on in August 2023.Oliver Yao's research interests are in the inter-disciplinary fields of information systems and supply chain management, including business value of IT-enabled supply chains, economics of electronic and mobile commerce, bullwhip effect and VMI, CPFR and CRM. His publications have appeared in Management Science, Information Systems Research, MIS Quarterly, Marketing Science, Operations Research, Journal of Operations Management, Production and Operations Management, among others.In an interview that moves almost as quickly as Oliver does, he shares with our hosts his thoughts and experiences regarding:- the overwhelm and challenges he faced early on in his role at Lerner- his approach to setting priorities - especially in the face of financial constraints- how Oliver's background in information systems influences his strategic planning- philanthropy and how he learned to embrace it - quicklyLearn more about Oliver YaoComments/criticism/suggestions/feedback? We'd love to hear it. Drop us a note!Thanks for listening.-Produced by Joel Davis at Analog Digital Arts--DEANS COUNSEL: A podcast for deans and academic leadership.James Ellis | Moderator | Dean of the Marshall School of Business at the University of Southern California (2007-2019)David Ikenberry | Moderator | Dean of the Leeds School of Business at the University of Colorado-Boulder (2011-2016)Ken Kring | Moderator | Co-Managing Director, Global Education Practice and Senior Client Partner at Korn FerryDeansCounsel.com

I'm revealing the secret of the unsexy truth behind every “overnight” success: boring, consistent follow-through. After nine years of podcast reps, the years I spent coaching fitness clients, mentoring business owners and building businesses myself, I've seen firsthand why real results show up around months 4 to 6 and how repetition rewires your brain in 90 to 120 days. This episode is here to help you honor your seasons, reframe the mundane as proof you're becoming her, and choose one simple action to do daily this week that will build the success you want. DM me your “boring” mundane commitment you're making for accountability to put in the reps. I'm telling you, magic is waiting for you in the mundane. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS What actually creates the big breakthroughs (it might not be what you think). When you can expect results after dedicating yourself to work towards a goal. Identity shift sustains habits; quick fixes don't last. How to rewire your brain in 90–120 days. Ways to get real results by honoring rest and consistency. RESOURCES Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

Host Keola Keala sits down with entrepreneur-turned-investor Kevin Thompson (Gator, SubTo, Owners Club) to unpack how a lifetime of startups—and a family crisis—pushed him into creative private lending. Kevin shares how he discovered Pace Morby's community, ditched analysis paralysis, and funded an 8-door PadSplit co-living project in Houston after thoroughly vetting the operator (people first), the deal, and the docs. Connect with Kevin Thompson: https://blinq.me/OKzhh2pxAeWWRHr5oi6K  ➡️ Find Out How One Multifamily Deal Could Change your Life: https://subto.sjv.io/JKNB7E  ➡️ Meet Pace on the Creative Nation Tour: https://bit.ly/GetCreativeNationTour ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/Z6qOyX ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow  

In this episode, the guys dive into a candid live session at Arival, joined by a live audience. The guys deliver sharp insights on hot topics for watersport operators, including dynamic pricing, conversion rate optimization, upselling strategies, and customer acquisition costs. They share real world examples of how small changes in booking funnels, social proof, and early bird promotions can significantly boost revenue while addressing the challenges of customer retention in a “once in a lifetime” industry. The conversation also explores CRM adoption, lead follow up strategies, and the importance of sustainable marketing channels beyond Google and OTAs.[SPONSORS] - This show is sponsored by Take My Boat Test and WaveRez.Show Links:Website: https://www.watersportpodcast.comFacebook Page: https://www.facebook.com/awgpodcastFacebook Group: https://www.facebook.com/groups/1155418904790489Instagram: https://www.instagram.com/awg_podcast/

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

Welcome to The K9PT Academy podcast, the only podcast in veterinary rehabilitation & physical therapy that focuses on helping business owners and entrepreneurs build and scale a profitable and successful canine rehabilitation business! Talking about pricing and selling often feels uncomfortable for canine rehab therapists—but it doesn't have to be. Selling isn't about being pushy; it's about helping pet owners see the value you bring and guiding them toward the best decision for their dog. In this episode, I share key lessons from my recent Ethical Pricing training, including how to shift your mindset, communicate with confidence, and celebrate the wins that come from making an impact. Listen to the full episode as we discuss:

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

What happens when you go all in on your goals, business, and life? In this episode, I am joined by my friend Jasmine Star, the CEO of Social Curator, who has built multiple seven-figure businesses and now helps entrepreneurs create their biggest launches. We dive into everything from delegating CEO-level tasks and building a powerful network to finding confidence in high-level mastermind rooms. Jasmine also shares the framework to have your biggest launch. Get ready to commit and go BIGGER! Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS 00:00 Why podcasting with a co-host opened new doors for Jasmine Star. 06:00 What does it look like to only say yes to 10/10 projects? 13:15 What helped you delegate and get out of your own way to focus on CEO tasks? 16:00 How to hire help, even when you think you can't afford it. 19:00 How do you release the pressure of responsibility and empower your team? 21:00 The personal development lessons entrepreneurship always brings. 25:00 Following fun and your zone of genius to create a new offer. 31:15 How did you get the confidence to be seen in the mastermind rooms you're in? 36:30 How to confidently introduce yourself in high-level mastermind rooms. 44:15 How to have your biggest launch ever. 51:00 How to use education as a sales tool for both digital and physical products. RESOURCES Check out the Bonus Content HERE! Join the FREE class & double the revenue of your next launch -  jasminestar.com/launch Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Jasmine: @jasminestar

Meet Tammy

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

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

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

Alejandro Hernandez, Senior CRM Notifications and Lifecycle Specialist at Babbel, explains how AI and human creativity intersect to drive retention in language learning. He shares how Babbel uses ecosystem segmentation, predictive models, and deep links to re-engage millions of learners worldwide. From predicting churn with behavior signals to ensuring that every push notification feels like a supportive nudge rather than spam, Alejandro shares his thoughts on the CRM strategies that lead to habits -- not hassle.Questions Alejandro answered in this episode:What is Babbel, and what role does CRM play in its learning ecosystem?How does an ecosystem approach to segmentation help map multiple user journeys?What signals does AI track to predict churn and reactivation opportunities?How does Babbel blend AI-driven insights with human empathy in its messaging?What role do deep links play in removing friction between a notification and action?How does Babbel balance engagement without overwhelming users?Why is CRM more than marketing, and what role does it play in habit formation?What advice does Alejandro give to new CRM specialists entering the field?What's the most overlooked opportunity in mobile lifecycle marketing?Timestamps:(0:00) – Intro; Alejandro's role and Babbel overview(3:30) – The ecosystem approach to segmentation: multiple user journeys(5:48) – How AI predicts churn and identifies user behavior signals(7:49) – AI vs human in copy: empathy, tone, and realistic learning nudges(9:10) – Preventing notification fatigue and balancing opt-outs(11:00) – Removing friction with deep links, and why they matter for busy users(14:32) – Balancing predictive intelligence with human creativity in messaging(17:03) – What CRM teams must do to prepare for an AI-driven future(18:45) – The overlooked role of CRM in mobile marketing strategy(20:01) – Advice for newcomers to CRM and lifecycle marketing(29:06) – Wrap-up: where to connect with AlejandroQuotes:(6:16) – “AI is helping us detect signals like when a user who was practicing every day shifts to three times a week - that's when we step in with personalized communication.”(9:45) – “If a user doesn't respond to our first or second message, we stop. That silence is also a signal.”(11:50) – “Deep links are critical. If someone clicks to review yesterday's lesson, we send them straight to it, not to the home page where they need extra taps.”(18:54) – “CRM is still underrated in mobile companies. Done well, it's not a random push, it's the difference between feeling interrupted and feeling supported.”Mentioned in this episode:BabbelAlejandro on Linkedin

Chris and I have been leaning into connection rituals that help us romanticize our life, our marriage, and the businesses we've built. On a recent date night, we asked three questions that completely shifted our conversation, our energy, and the way we looked back on our week. In this episode, we share those exact three questions, how they gave us new insights, and why practicing gratitude, pride, and surprise is one of the best ways to keep your relationships, your work, and your life feeling vibrant instead of routine. Get ready to romanticize your life in the best way possible. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS Why it's so important to romanticize your life, relationship, and business. The 3 questions we asked each other on date night. The question that forces you to reflect on what went right this week. The question that unlocks pride in how you showed up. Why asking about surprises forces you to get out of your comfort zone. How intentional questions create more intimacy with your partner, peers, or team. RESOURCES Join our VIP Mastermind Weekend (only 1 spot left) HERE! Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Chris: @chriswharder

In this must-listen episode of the Millionaire Car Salesman Podcast, host Sean V. Bradley and co-host L.A. Williams sit down with automotive veteran Jake Hales - Digital Operations Manager for Gee Automotive Group and advisory board member for Digital Dealer. With over 25 years of experience, Jake pulls back the curtain on how dealerships are transforming in the digital age and why this year's Digital Dealer Conference is a can't-miss event! “As an industry we don't have a technology problem. We have a utilization problem.” - Sean V. Bradley You'll get an inside look at how technology, AI, and digital innovation are reshaping the automotive industry… and why the smartest dealers are the ones investing in their growth, their teams, and their networks. But that's just the start. Jake also shares how Digital Dealer's revamped agenda is delivering more value than ever, with sessions designed to sharpen skills, expand connections, and equip attendees with strategies that can change the trajectory of their business! "The feedback was... we need to have more workshops. Because it's one thing to sit in a classroom and have people preach at you, it's another thing to get with the dealer next to you." - Jake Hales Ready to unlock your next level in automotive sales and leadership? Register now for the upcoming Digital Dealer Conference and use our exclusive code for 25% off your pass with Code: DealSyn. Don't miss your chance to be in the room where the future of automotive is being written: https://tinyurl.com/DSDD2025   Key Takeaways: ✅ The automotive industry must overcome its historical underutilization of technology by correctly setting up and managing CRM tools to enhance dealership operations. ✅ The Digital Dealer conference has undergone significant transformations to offer more hands-on workshops and concise, impactful presentations. ✅ Sales managers in particular need to leverage AI to streamline their responsibilities, which now encompass dealing with digital leads and customer interactions. ✅ Networking with industry peers and attending conferences can provide invaluable insights, practical solutions, and personal growth opportunities within the automotive sector. ✅ Embracing a forward-thinking approach with AI integration can greatly enhance the efficiency and effectiveness of dealership operations.   About Jake Hales Jake Hales is a seasoned automotive professional with over 25 years of experience. He has built a notable career spanning roles in retail sales, OEM operations with Toyota, consulting, and software delivery. Currently, Jake is the Digital Operations Manager at Gee Automotive Group, where he oversees digital transformations related to CRM and phone systems for a group of 40 dealerships. In addition, Jake serves on the advisory board for Digital Dealer, where he contributes his expertise to shape the future of automotive conferences.   Maximizing the Potential of CRMs: Harnessing AI, Innovation, and Conferences to Revolutionize the Automotive Industry Key Takeaways The automotive industry is not limited by a lack of technology but by its proper utilization and management. The upcoming Digital Dealer conference promises to revitalize and refocus learning and networking opportunities, featuring a new format aimed at more practical engagement. Artificial intelligence (AI) offers transformative possibilities, yet many current solutions overlook critical integrations and real-world dealership problems.   The Underutilization of Automotive CRM Systems For decades, the automotive industry has struggled not with a lack of technology but with effectively utilizing the technology it already possesses. Sean V. Bradley, a renowned expert in automotive sales, makes no bones about this: "Our industry has never had a deficiency of technology. Our industry has a deficiency to proper utilization." With 90% of all Customer Relationship Management (CRM) systems not being set up or managed correctly, it's evident that the problem isn't technological capability but strategic implementation. CRMs should be the backbone of any dealership, providing a 360-degree view of customers, and leveraging data for both sales and service. Yet, the potential of these systems is frequently left untapped. As dealerships continue to struggle with lower sales numbers post-pandemic, the conversation pivots not just toward adopting new technology, but ensuring the mastery of what's already available. Bradley adds, "If we're not understanding it and we're not utilizing it, all we're doing is shuffling the deck." The implications of this are profound: for dealerships to remain competitive, they must move beyond merely possessing tools to mastering them. This means in-depth training, cross-departmental integration, and reevaluating the traditional dealership roles to foster a tech-centric culture that thrives on data-driven decision-making. Revamping the Digital Dealer Conference for Future Success In response to fluctuating attendance and shifting industry needs, the Digital Dealer conference has decided on a seismic reformation. In its previous iterations, feedback highlighted challenges with overcrowded vendor spaces and less focus on value. As Jake Hales, a digital operations expert and advisory board member for Digital Dealer, notes, the shift aims to address these concerns head-on with an upgraded format. "We need to have more workshops," Hales explains. The conference will transition into a dynamic hub of activity, featuring TEDx-style sessions for high-level insights and deeper, hands-on workshops for applied learning. This bifurcated approach allows for more intensive engagement on practical issues, breaking away from the traditional passive learning structure. "The challenge of having hour-long sessions is you do end up getting into minutiae," Hales states. With the introduction of compressed 25-minute TEDx sessions, speakers are encouraged to distill critical insights into compelling, actionable narratives. Complementing these are extended workshops where attendees can "get into the weeds," fostering a collaborative environment designed to dive deep into solutions for current dealership challenges. The Promise and Pitfalls of Artificial Intelligence in Automotive Artificial Intelligence is hailed as a transformative force ready to revolutionize automotive sales and operations. However, both Bradley and Hales offer a word of caution: between the promise and delivery of AI lies a gulf that only purpose-driven integration can bridge. "The magic sauce hasn't come out yet," Hales asserts, with many AI applications failing to address real dealership needs. Bradley elaborates, emphasizing the noise in the market: "There's all these fugazi AI companies… either don't have Internet integration, they don't have funding, or they're just batshit crazy." To navigate this landscape, dealerships must sift through these options, hone in on solutions that offer genuine integrative benefits, and take advantage of AI capabilities across CRM systems, predictive modeling, and customer engagement. There is significant potential for AI to handle repetitive and time-consuming tasks, thereby freeing up human resources for roles that require nuanced decision-making and relationship-building. As Hales points out, AI can ameliorate the juggling act performed by overstretched managers. Translating customer interactions through multilanguage support, for example, can help unlock underserved markets. Yet the broader adoption of AI will succeed only if anchored in realistic, performance-enhancing applications tailored to dealership exigencies. By engaging more deeply with AI tools and formats that prioritize education and partnership over exploitation, the automotive industry can transcend current inefficiencies, cultivating a more informed, agile, and customer-centric ethos that distinguishes the leaders from the laggards. Nurturing Growth Through Networking and Engagement Undoubtedly, one of the key pillars for advancing within an evolving field such as automotive sales is networking—an undertaking the industry hardly emphasizes beyond simple introductions. Conferences like Digital Dealer are excellent avenues for fostering these connections, providing invaluable face-time with peers and industry leaders. These interactions offer unforeseen insights that even profound technological acumen might overlook. "You're not going to send any of these folks back to school," Hales articulates, noting the practical limitations that educational programs face. His assertion dovetails seamlessly with observations made by others on the importance of dealer collaboration, not only for shared learning but for driving collective progress. Bradley points out, "It's being in the know," emphasizing that much of a conference's value lies in stripping away feelings of isolation by exposing shared challenges and innovative responses. Setting the stage for engagement at the fringes of formal sessions allows meaningful discourse to flourish—nurturing growth and acting as a backbone for individual and team success. Real-world applications and success stories are brought to the forefront, transforming simple education into actionable strategy. Dealer culture, intrinsically rooted in kinesthetic, hands-on modalities, thrives on involvement rather than observation. Specialized sessions, think tanks, and non-static formats invite participants to dive directly into problem-solving, accommodating varying levels of expertise and empowering professionals to be proactive catalysts in their own success stories. With every session, conference, and professional engagement, the automotive industry sharpen its competitive edge by cultivating a culture where mastery of technology and collaborative ingenuity work hand-in-hand to defy traditional constraints and embrace innovative possibilities.   Resources + Our Proud Sponsors: ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry with over 29,000 members worldwide. Collaborate with automotive professionals, learn the best industry practices, and connect with top mentors, managers, and sales leaders. Join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: The automotive industry's #1 Sales Training, Consulting, and Accountability Firm. With over 20 years of proven success, Dealer Synergy has helped dealerships nationwide build high-performing Internet Departments and BDCs from the ground up. Our expertise includes phone scripts, rebuttals, CRM action plans, lead handling strategies, and management processes; all designed to maximize your people, processes, and technology! ➼ Bradley On Demand: The automotive industry's most powerful Interactive Training, Tracking, Testing, and Certification Platform. With LIVE virtual classes and access to a library of over 9,000 on-demand training modules, Bradley On Demand gives your dealership the tools to dominate every department—Sales, Internet, BDC, CRM, Phone, and Leadership. From sharpening individual skills to elevating entire teams, this platform ensures your people are trained, tested, and certified for maximum success. Equip your dealership to sell more cars, more often, and more profitably with Bradley On Demand!

You don't have to be the strongest or the fastest to reach the summit. In this episode, I'm joined by Alison Levine, an adventurer, leadership expert, and the first American Women's Everest Expedition Team Captain. We talk about what mountains teach you about business, leadership, and life, why failure is never final, and how relevance isn't about chasing the next big thing. Alison also shares the story of being the weakest link on an Antarctic expedition, what your teammates teach you about compassion and contribution, and the new bucket list project about the stories that can't be shared in corporate keynotes. Tune in for the encouragement you didn't know you needed. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS 00:00 Meet Alison Levine, team captain of the first American Women's Everest Expedition. 05:30 The life lesson Alison learned at 19,000 feet. 12:45 How does physical grit prepare you for mental grit in leadership? 19:30 Why the way you address someone's weakness can change everything. 25:00 What was it like leading the first American Women's Everest expedition? 30:30 Alison's biggest Mount Everest lesson. 34:00 Why even high performers need encouragement more than you think. 40:30 Do you need to keep risking your life to stay relevant after big achievements? 46:15 The bucket list project Alison is most excited about right now. RESOURCES Get your copy of Alison's On the Edge: Leadership Lessons from Mount Everest and Other Extreme Environments HERE! Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Alison: @levine_alison

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

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