Podcasts about CRMS

In this episode, Lindsay is joined by marketing expert Jackson Pinkoski to break down the must-have tool for cleaning business owners: CRMs (Customer Relationship Management systems). They talk about why CRMs aren't just for big companies and how they help you track leads, boost sales, and avoid sticky-note disasters. Whether you're running a small residential service or managing a few big commercial accounts, a CRM can save time, protect relationships, and grow your business. Jackson shares real-world examples and tips on getting started without overwhelm. They even explain how to outsource the setup if tech isn't your thing. If you've ever lost a lead or forgotten a follow-up, this is your wake-up call! Love the idea, but find it overwhelming? Want to learn the next steps like, what to actually say on the call? Jump on a call with one of our coaches and learn strategies on how to grow your cleaning company and start loving your job every day! Book here

Nick Loise is the Founder and Chief Sales Officer of Sales Performance Team, a company dedicated to helping small and midsize businesses enhance their sales leadership, processes, and systems. With a background as a salesperson, sales leader, entrepreneur, marketing executive, and President's Club winner, he brings a wealth of experience to his clients. Nick has authored and co-authored several books on sales and marketing, including Moving the Sales Needle in Your Business and The Ultimate Guide to Managing Your Sales Team. He is also a sought-after speaker who has shared the stage with industry leaders such as Dan Kennedy, Russell Brunson, and Barbara Corcoran. In this episode… Many businesses struggle with low sales conversion rates despite having a steady stream of leads. Sales teams often lack structured processes, fail to properly follow up, and lose opportunities due to ineffective recruiting and inadequate onboarding. How can companies create scalable sales systems, hire the right people, and consistently close deals? Nick Loise, an expert in building high-performing sales teams and developing sales systems, provides actionable strategies to overcome these challenges. He emphasizes the importance of building proven, repeatable sales processes rather than relying on individual salesperson styles. He highlights key tools like CRMs, follow-up automation, and AI-driven pipeline analysis to streamline operations. Nick also stresses that active listening is a critical, often overlooked skill in sales, and he recommends using flowcharts instead of rigid scripts to guide sales calls. He shares proven methods for recruiting top sales talent using direct response techniques and detailed screening processes to avoid costly hiring mistakes. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz interviews Nick Loise, Founder of Sales Performance Team, about building effective sales teams and systems. Nick shares insights on sales process design, sales team recruiting, and using technology to improve pipeline management. He also discusses active listening, overcoming constraints in the sales cycle, and the differences between selling and closing.

Shannon Mangin joins Jason Cassity and The Broke Agent to discuss Instagram's new update, getting leads on YouTube, and the marketer of the week.

Welcome to "AI Lawyer Talking Tech," the podcast dedicated to exploring how technology is reshaping the legal profession. Today, we're delving into the profound impact of artificial intelligence on law firms and legal services. The legal industry is currently undergoing a significant transformation, with AI platforms challenging the traditional billable hour model by performing legal research in mere seconds. This shift is prompting a re-evaluation, pushing firms to measure success by results and expertise rather than simply time clocked. However, this evolution also presents complexities, including concerns about data privacy, ethical risks, and the reliability of AI-generated content, as AI's output can sometimes be "pretty mediocre". Worth Reading – AI Is Killing The Billable Hour (And It's About Time)17 Jul 2025Mike McBride OnlineWhy Law Firm SEO Is Essential for Modern Legal Marketing16 Jul 2025A Nation of MomsHelloPrenup: Strategic Investment Raised For Prenuptial Agreement Platform16 Jul 2025Pulse 2.0Patented: The Travelers' AI VR Emotive Conversation Training System and More North Texas Inventive Activity16 Jul 2025Dallas InnovatesAI Watch: Global regulatory tracker16 Jul 2025JD SupraSpace: the final frontier of law16 Jul 2025Law Society GazetteComplete Guide to Law Firm SEO for Attorneys and Legal Teams16 Jul 2025Programming InsiderNew UK ICO guidance and updates from Europe on anonymisation16 Jul 2025Health Tech World5 best CRMs for legal businesses in 202516 Jul 2025MarketingLaw firms hesitant on AI, Henderson Loggie report shows16 Jul 2025Insider.co.ukWinning Referrals from ChatGPT, Google Gemini & Other Generative-AI Tools16 Jul 2025Legal Marketing & Technology BlogLegalDeep AI: Your Ultimate Legal Tech Ally — Smarter, Faster, and Better Than LexisNexis AI and…16 Jul 2025Legaltech on MediumHow AI Is Revolutionizing Legal Document Review?16 Jul 2025Legaltech on MediumGenerative AI & Copyright Law in India: Who Owns Machine-Made Works?16 Jul 2025GenAI-LexologyEU AI Act Update: Navigating the Future16 Jul 2025Ogletree DeakinsWe Get Privacy for Work — Episode 5: The Privacy Pitfalls of a Remote Workforce16 Jul 2025Jackson LewisChristian Auty Joins Steptoe, Brings Global Data Privacy Focus to Elite International Trade and Compliance Team16 Jul 2025SteptoeConnecticut AG Settles Claims Over Deficient Privacy Notice: 6 Key Lessons for Businesses that Collect and Use Consumer Data16 Jul 2025Fisher & Phillips LLPAnother EU AI Act Milestone – Nearly Final Version of the General-Purpose AI Code of Practice Published16 Jul 2025WilmerHaleAmerica's Most Popular Beauty Trend Is Illegal in New York State15 Jul 2025101.5 WPDHLeasing Compliance Shifts for Summer 202515 Jul 2025JD SupraTexas Legislature Amends Data Broker Law to Broaden Definition, Arguably Narrow Applicability Thresholds15 Jul 2025Squire Patton BoggsMaking GPUs Work For You – Time-Honoured Methods of Maximising Value From Graphics Processing Unit (GPU) Rental Agreements15 Jul 2025Squire Patton Boggs

Welcome back to America's #1 Daily Podcast,  featuring America's #1 Real Estate Coaches and Top EXP Realty Sponsors in the World, Tim and Julie Harris. Ready to become an EXP Realty Agent and join Tim and Julie Harris?  Visit: https://whylibertas.com/harris or text Tim directly at 512-758-0206. ******************* 2025's Real Estate Rollercoaster: Dodge the Career-Killers with THIS Mastermind!

Send us a textEver wondered why some shed companies break through revenue plateaus while others stay stuck? In this revealing episode, the Shed Geek Marketing team pulls back the curtain on what truly works for growing shed businesses, especially those in the crucial $7-20 million revenue range.We dive deep into why this particular revenue bracket represents the "sweet spot" for marketing partnerships - these companies have mastered their operations but need specialized marketing scaffolding to reach the next level. The conversation candidly addresses one of the industry's most contentious issues: data ownership. "You own everything when you work with us," we emphasize, contrasting this approach with unfortunate industry practices where companies hold client data hostage after relationships end.The team explores how effective marketing extends far beyond websites and social media, requiring seamless integration with your entire business ecosystem - from CRMs and POS systems to 3D configurators and sales processes. For manufacturers, we challenge traditional thinking about expansion: "Your digital storefront - how many lots do you have? Because you could put the same money into your digital storefront getting it started... is it any more expensive than a new lot? Certainly not."Looking toward the future, we examine how societal shifts toward tiny homes, ADUs, and sustainable living create expanding opportunities across the industry. "The next 50 years of the shed industry is not a zero-sum game," we note, highlighting how forward-thinking businesses should position themselves to capture disproportionate growth.Ready to transform how you think about marketing your shed business? This episode provides the strategic framework and honest perspective you've been searching for. Connect with us at info@shedgeek.com to continue the conversation about how marketing can drive your next phase of growth.For more information or to know more about the Shed Geek Podcast visit us at our website.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: Shed ProCALLuxGuardShed Sales SummitDigital Shed BuilderCalculate Business Services

In this episode of the I Do Wedding Marketing Podcast, host Nina interviews Terrica Skaggs, the iconic wedding industry educator, business coach, and founder of Cocktails & Details® and Wedding Pro University. Known as the hype woman for wedding business success, Terrica shares tactical and empowering advice for modern wedding professionals who want to build bold brands, increase profitability, and market authentically without burnout.You'll hear:✨ Terrica's inspiring journey from pre-law to powerhouse planner

Welcome to 'AI Lawyer Talking Tech', your weekly podcast dedicated to exploring the cutting edge of artificial intelligence in the legal world. Today, we delve into the profound impact AI is making across legal practices, transforming everything from how law firms manage client relationships and streamline operations to the very definition of legal value. From enhancing legal research and document review with multimodal analysis and autonomous agents to reshaping the division of labor between in-house and outside counsel, AI's capabilities are expanding rapidly. Yet, this technological evolution brings crucial discussions surrounding ethical considerations, data privacy, and the vital role of human oversight to ensure accuracy and build trust in AI-assisted work. Join us as we uncover how legal professionals are embracing this new era, addressing its challenges, and harnessing its potential to deliver more effective legal services.5 best CRMs for legal businesses in 202516 Jul 2025MarketingFeatures Available in ChatGPT Enterprise for Lawyers and How to Use Them16 Jul 2025Debevoise Data BlogMitratech Named a 2025 Top LegalTech Provider15 Jul 2025Cluster SevenHenderson Loggie survey reveals Scottish law firms hesitant but open to AI adoption15 Jul 2025Scottish Legal NewsAI Appreciation Day calls for ethical & human-centred innovation15 Jul 2025IT Brief UKHow technology and staffing challenges are reshaping courts15 Jul 2025Legal.ThomsonReuters.comChallenges affecting today's government legal professionals15 Jul 2025Legal.ThomsonReuters.comThe Art (and Legality) of Imitation: Navigating the Murky Waters of Fair Use in AI Training15 Jul 2025National Law ReviewFrom billable hours to agentic outcomes: Rethinking legal value in the age of AI15 Jul 2025Thomson ReutersFake case law citations: a growing risk for litigants in person15 Jul 2025LawCareers.netCorporate Enabling Functions Have High Hopes For AI, But Few Have A Strategy In Place15 Jul 2025Forbes.comCopyright in AI: key implications from ongoing legal cases15 Jul 2025JD SupraMoD could face ‘substantial' compensation claims over data breach, lawyer says15 Jul 2025Nation.cymruThe Impact Of GenAI On In-House And Outside Counsel Relationships: Its Use Is Only Going To Grow15 Jul 2025Above The LawLegal AI Forum – Building a GenAI community15 Jul 2025Legal Technology InsiderNavigating AI in Dispute Resolution: Insights from LIDW's Core Conference15 Jul 2025Charles Russell Speechlys‘Heavy lift': Colorado AI law sets high bar, analysts say15 Jul 2025CFO DiveContract Review Platform LegalOn Expands Into Matter Management and Updates Its Interface15 Jul 2025LawSitesCan AI systems be trusted to write our laws?15 Jul 2025RaconteurThe Prospect of Law Firms Acquiring Their Information and Software Suppliers: Collaboration and Integration (Almost) Everywhere15 Jul 2025SlawThe Next Chapter: Five AI Trends Reshaping Legal Document Review15 Jul 2025Forbes.comLegalOn Expands Beyond Contract Review with Matter Management15 Jul 2025Artificial LawyerSurvey reveals Scottish legal firms hesitant but open to AI adoption15 Jul 2025Deadline NewsGovernment in the Age of AI15 Jul 2025American Enterprise InstituteFrom billable hours to agentic outcomes: Rethinking legal value in the age of AI15 Jul 2025Thomson Reuters InstituteLegalOn Expands Beyond Contract Review with Matter Management15 Jul 2025Artificial LawyerGenerative AI & Legal Research: A Mismatch?15 Jul 2025Stephen's LighthouseAI Watch: Global regulatory tracker - Switzerland15 Jul 2025White & CaseMid-Year Report for State Consumer Privacy Laws15 Jul 2025Mintz LevinNinth Circuit Upholds Converse's Win in CIPA Chat Case: What the Gutierrez v. Converse Decision Means for Online Businesses15 Jul 2025Blank RomeAI-Driven Employment Litigation Post-Trump AI EO's15 Jul 2025Mintz Levin

In this episode, host Pete Moore sits down with Mary Laudati, a seasoned sales and marketing leader with deep roots in the HALO (Health, Active Lifestyle, Outdoor) space. From her days leading the sales group at Sports Club LA to her current role as a consultant working with top clubs across the U.S. and internationally, Mary shares her insights on building effective sales strategies, leveraging cutting-edge software like Salesforce, and creating a powerful culture of member engagement and retention. She provides boots-on-the-ground, immediately actionable tips on using data, recording sales calls, and mystery shopping to pinpoint where clubs are leaving revenue on the table—plus, the importance of strong onboarding and personal connections to keep members coming back. Mary also discusses the latest trends in CRM technology, club operations, and the shift toward shared memberships and referral models. Whether you're a club owner, sales team leader, or just passionate about the business of the HALO space, Mary's advice on finding—and keeping—members is pure gold. On early member retention, she states, "Those three months are crucial . . . for those clubs that don't have salespeople, not only do you want to embrace the incoming (they've got to follow up and make a lot of phone calls), but they also have to check on the new members and look at their attendance to make sure that they're coming in." Key themes discussed Importance of sales strategies and processes in health clubs. Customizable CRM/software solutions for sales and retention. The critical role of training and investing in your employees. KPIs, net growth, revenue, and retention. Mystery shopping and call recording for sales team improvement. Enhancing member engagement, onboarding, and relationship-building. Shared membership/referral programs to boost membership and loyalty. A few key takeaways:  1. Sales Process Needs Structure and Ongoing Evaluation: Mary emphasized that many clubs claim to have a strong sales team, but more often than not lack strategies, scripts, or KPIs. She underlined the importance of having sequential, process-driven systems and regular evaluation—often through recording, analyzing calls, and “mystery shopping” the current experience. 2. CRMs and Custom Software Are Game-Changers: A major part of the episode centers around the critical need for effective, customizable CRMs. Mary championed Salesforce for its adaptability, noting her experience implementing it at Millennium Partners. She highlighted recent successes helping clubs (like Powerhouse Gyms in Novi, MI) leverage technology to understand their numbers, coach their teams, and boost revenue. 3. Training and Investment in People Drives Revenue: Laudati strongly advocates investing in employee training alongside technology. She's seen clients who paired software adoption with robust training, and realized up to 25% growth year-over-year. She's a believer in hands-on onboarding, coaching, and ensuring team members are held accountable—not just to sales, but to ongoing member engagement. 4. Retention is as Critical as Acquisition: Both Mary and Pete stressed the importance of looking beyond just new member acquisition to also address attrition. Laudati recommends clubs track net growth (sales minus cancels), invest in the early months of a member's journey, proactively reach out to disengaged members, and create meaningful connections (a la “Cheers,” where everyone knows your name!) 5. Shared Memberships and Ongoing Engagement are Winning Strategies: Highlighting clients like Bay Clubs, Laudati also talked about the explosion of shared or referral-based memberships and how they can create instant community and value. She noted the value of actively integrating new members into programs or group activities (think personal training, group ex, or even pickleball) during the crucial first three months to help maximize retention. Resources:  Mary Laudati: https://www.linkedin.com/in/mary-laudati-89206232 Mary Laudati Sales Consulting: https://www.marylaudati.com   HALO Talks 2 Minute Financial Drills (Videos): https://bit.ly/2minutedrills  Prospect Wizard: https://www.theprospectwizard.com  Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com

THE accounting tech news round-up! Still at full strength again this week's episode - Sponsored by FreeAgent - the Digital Disruptors crew (Ryan, Indi & John) cover a packed episode of Digi-Tools in Accrual World – and there's no shortage of opinion. Headlines this week: - The Big Four slash graduate intake – has AI killed the accounting career ladder? - RSM US pledges $1 billion to agentic AI – bold move or headline fodder? - Karbon's latest roadmap: task automation, upgraded portals, and smarter inboxes - FYI and BGL link up for automated cosec workflows - Joiin launches an Excel add-in and AI insights for finance teams - Socket drops a slick new leads module – CRMs beware - Visma eyes up a London IPO (yes, London – not New York) - Digits rolls out AI agents that are 8,500x faster than your average bookkeeper (literally) Expect rants. Expect heat. Expect the kind of fintech and accounting tech commentary you don't get anywhere else. Whether you're watching the big AI plays, checking in on SaaS product updates, or just here for the banter – it's all in this week's pod. 00:00 Coming up on this episode:? 00:47 Welcome to the Digi-Tools in Accrual World podcast Accounting Tech App news 06:23 Big four slash graduate jobs for AI 12:15 Karbon product roadmap 14:22 Visma picks London to IPO 17:01 Socket Leads module released in beta 19:03 FYI BGL integration 21:03 New Joiin features 23:09 RSM US to invest $1b in agentic AI 27:09 Digits adds AI agents 30:37 Liked the pod? Let us know!

On today's episode, Casey Lewis will interview James Hatfield, the Chief Revenue Officer of LiveSwitch. James is also an entrepreneur who founded a painting and power washing company.  LiveSwitch is a leading communications platform that uses instant video to transform how people work and scale their businesses. LiveSwitch makes it easier for business owners to connect with customers and document their work in real-time. Home service businesses rely on LiveSwitch to provide virtual estimates, document job progress, and streamline operations using instant video. https://www.liveswitch.com/ (see show notes at the bottom.)Please review us at Rhino Pest Control Marketing and interact with us to let us know how we can improve in 2025.Casey Lewiscasey@rhinopros.com(925) 464-8383Follow and subscribe at the following links:⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@RhinoPestControlMarketing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/rhinopestcontrolmarketing⁠⁠⁠⁠⁠⁠⁠⁠⁠Leave us a review on Google:⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠https://g.page/r/CT9-E84ypVI0EBM/review⁠Show Notes: Interview with James Hatfield from LiveSwitch

What if your old leads were actually your best leads? In this episode, I sit down with Daniel Popple, CFC at Paradigm Franchising, who used Clienttether to close three franchise deals—in under a year. How'd he do it? Spoiler: it wasn't magic… it was automation, consistency, and a willingness to learn. Here's what we break down: ✅ How Daniel reengaged cold leads using simple automation—and why consistency made all the difference ✅ Why you don't need to be a tech wizard to win (just willing to dive in) ✅ Why more consultants are ditching other CRMs for Clienttether—and what makes it the go-to platform for franchise pros If you're a franchise consultant looking for that edge, this episode is your playbook.

Kat Torre joins Jason Cassity and The Broke Agent to discuss social media recession, how to build your brand, and the BAM Camp giveaway winner.

In this episode of CRO Spotlight, Warren Zenna sits down with Bobby Morrison, Chief Revenue Officer at Shopify, to explore how the CRO role has evolved beyond traditional sales leadership. Bobby shares his approach to unifying marketing, sales, customer success, and support under a single revenue organization focused on the complete customer journey rather than siloed handoffs.Bobby reveals his philosophy of building revenue flywheels through aligned incentives and systems-first thinking, explaining how he restructured Shopify's go-to-market approach to eliminate friction. He discusses the importance of creating pods that bring together account executives, solution engineers, and customer success managers with shared objectives and territories to deliver better customer outcomes.The conversation shifts to how AI is transforming revenue operations, with Bobby predicting that traditional CRMs will be replaced by AI-enabled systems within months. He emphasizes that tomorrow's successful CROs must become more technically proficient, understanding data structures and AI capabilities to build competitive advantages through technology while maintaining the human relationships that drive trust.Warren and Bobby conclude by discussing the future of customer engagement, with Bobby sharing his belief that despite automation, human interaction remains essential in building trust. He emphasizes Shopify's commitment to helping customers navigate uncertain times through an anti-fragile platform that enables businesses to adapt quickly to changing market conditions.

En el mundo de las ventas, muchas veces el problema no está en el producto ni en el precio, sino en el proceso. Jorgito Closer, conferencista internacional y formador de equipos comerciales en más de 15 países, lo tiene claro: “El error más común está en crear el producto y salir a vender sin tener claridad dónde está nuestro cliente ideal y qué dolor prevalece en nuestra audiencia”. Según él, no dedicarle tiempo a construir un buyer persona limita las posibilidades de crear una comunicación y una oferta que realmente cierre ventas. En lugar de enfocarse en cómo transformar con su producto, muchos emprendedores arrancan con la obsesión de ganar dinero. “Mucha gente comienza con la idea de pensar en cómo ganar dinero más que en cómo va a transformar su producto”, advierte. Pero el verdadero cambio ocurre cuando entendemos que vender no es empujar, sino conectar. “Manipular es ofrecerle o meterle por los ojos al cliente un producto que no necesita, a través del miedo y plazos. Y la persuasión es a través de mensajes positivos, donde sabemos que ese cliente necesita nuestro producto”, resalta nuestro invitado. En su metodología, la empatía juega un papel central. “Hay personas que compran en automático y otras que necesitan de la ayuda de una persona, por eso es muy importante la empatía con el cliente”, explica. Jorgito no solo entrena habilidades técnicas, también enseña a conectar con las personas: “Les debe gustar escuchar nuevas historias todos los días, porque es desde ahí desde donde transmito mi energía y emoción”. Uno de los gestos más simples (y más olvidados) es humanizar el trato. Jorgito lo resume en una regla práctica: “Tengo una fórmula, y es nombrar al menos tres veces a tu cliente, di una vez ‘por favor' y ‘gracias'. Eso es elevar la confianza con el cliente”. Claro que para que todo esto funcione de manera sostenida, hay que tener estructura. “Es indispensable tener un CRM… He utilizado mucho Trengo, Zero, Whaticket, Hubspot y Kommo. Hay distintos CRMs para organizar el seguimiento y tener control de los clientes que van a llegar. Debes tener organizado todo por etiquetas”, subraya nuestro experto. No se trata solo de vender una vez, sino de sistematizar el proceso de ventas. Y ese proceso comienza, siempre, con preguntas: “Vender es preguntar. Debes entrar al problema, implicarte, visualizar y comprometerte. Lo que debemos dominar cuando arrancamos con nuestro prospecto es conocer el problema y empezar a conocer al cliente”. La clave está en escuchar con atención desde el inicio, porque muchas de las objeciones que surgen en el cierre se responden con lo que el cliente ya contó al principio. “Para eso debemos construir más las preguntas gracias a lo que nos contó en el principio de la venta”, sostiene Jorgito. Pero incluso con un proceso sólido, la resistencia aparece: “Cuando una persona dice que lo tiene que pensar, consultar o que le parece caro el precio, es importante que el vendedor se coloque en los zapatos del cliente, y eso lo debe hacer antes de preguntar o argumentar”. Aquí, la empatía vuelve a ser esencial. Y sobre todo, la paciencia. “Como regla de oro, no hay que renunciar antes de tiempo. Si el cliente me lo permite, yo continúo”, afirma nuestro invitado. Con más de $18 millones generados a través de sus metodologías, Jorgito Closer no solo enseña a cerrar. Enseña a escuchar, conectar y transformar. Porque vender, al final del día, es un acto de confianza mutua. Instagram: @jorgito_closer

Welcome to KP Unpacked , the #1 podcast in AEC. In this episode, KP Reddy and Jeff Echols unpack a movement that's flipping tech, venture, and entrepreneurship on its head: vibe coding.What started as a LinkedIn post sparked one of the most active polls in Catalyst history, and it turns out, 73% of this high-performing AEC community is already doing it.They dive into:Why vibe coding is displacing CRMs (and entire startups)How a skeptical sales exec built a GC-specific CRM in 20 hoursWhat this shift means for tools, venture capital, and the next era of startupsWhy early adopters will always win, even if it's messyPlus, KP shares his private equity wine-country story, a bold new startup funding model (no VC required), and how the team might be accidentally launching a hackathon.

In this episode of The Ross Simmonds Show, Ross breaks down the powerful concept of leverage — the secret behind how high-performers achieve 10x results without working 10x harder. Ross introduces the four core types of leverage (People, Capital, Code, and Content) and provides actionable insights, mindset shifts, and examples on how to use them to reclaim your time, scale your impact, and accelerate growth. Whether you're an entrepreneur, creator, marketer, or employer, this episode offers a practical framework to help you work smarter and more effectively. Key Takeaways and Insights: Leverage Through People Delegation is key, but do it like a founder, not a manager. Transfer ownership, not just tasks. Empower teams by sharing outcomes and allowing room for creativity. Example: Outsourcing a design task on Fiverr unlocked more value. Ask yourself: What $5/hour work are you holding onto that's blocking your $1,000/hour work? Leverage Through Code Automation and modern software replace manual workflows. Today, you don't need a dev team to build tools—AI can generate scripts and automation for you. Built internal apps and CRMs with no/low code tools. Automate tasks through scheduling, reporting, and workflows. Leverage Through Capital Every dollar should buy back time or create compounding value. Use capital to invest, buy access, or convert traffic into sales. Examples: Affiliate programs Investing in dividend stocks or crypto Ad spend on proven funnels Leverage Through Content Content builds trust while you sleep. It is a scalable, reusable asset—blog posts, podcasts, guides, videos. "Create once, distribute forever" is the mantra. Your content is always working—even when you're not. Resources & Tools:

Scott Hansen joins Dustin Burleson on The Burleson Box to share his journey from growing a family orthodontic practice to building LeadSigma, a CRM and AI platform transforming how dental and orthodontic practices manage new patient leads. Together, they explore what most practices miss when it comes to follow-up, why “boring” tasks like answering the phone matter more than ever, and how smart automation is unlocking a new era of growth and efficiency.What You'll Learn in This Episode:How Scott tripled his mom's orthodontic practice and sold to Smile DoctorsThe origin story of OrthoChats and how it became Professional Chats Why most CRMs don't work for dental and ortho teams—and how LeadSigma is differentThe key metrics that indicate your practice is leaking new patient leadsHow AI voice agents can answer phones, schedule appointments, and never miss a leadWhy fast follow-up (within seconds, not minutes) boosts conversion rates by over 30%What the best practices are doing to build a Per Se-level patient experienceWhy focusing on “boring but essential” systems is the path to real, scalable growthResources & Mentions:LeadSigma.comUnreasonable Hospitality by Will GuidaraLevel the Curve by Oliver Gelles and Dr. Jamie ReynoldsRuby ReceptionistPer SeShoutouts to Jay Geier, Dan Kennedy, John Carlton, and OrthoFiConnect with Scott Hansen:LeadSigma.com — Learn more and schedule a demoLinkedIn: Scott HansenConnect with Dustin Burleson:BurlesonSeminars.comInstagram: @dustinburlesonseminars Subscribe & Review:If you enjoyed this episode, please leave a review and subscribe to The Burleson Box on Apple Podcasts, Spotify, or wherever you listen. Your support helps us bring powerful conversations like this to more listeners in healthcare leadership. ***The Burleson Box is brought to you by Stax Payments:Save Big on Transaction Fees: Boost Your Bottom Line with Stax Payments.Did you know that your practice can start saving thousands of dollars on your monthly processing costs with our preferred payments partner, Stax? Simplify your practice operations and provide a quality patient experience. Healthcare practices like yours need a way to accept payments simply and securely. That's where Stax comes in.Stax helps you manage your entire payments experience from within one platform. You can safely accept touch-free payments in-person, online, or over the phone, securely store and manage patient information with layered security and Level 1 PCI compliance.
Take advantage of a simpler, more transparent way to process your payments with competitive flat-rate pricing, provided exclusively through Stax. No additional fees or contracts required!Power your practice and get paid faster with simple, safe and secure payment solutions. Have questions? Schedule time to speak with a dedicated payment consultant to learn more.Click Below to Lear More Today:StaxPayments.com/burleson-seminars*** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com

Check out my newsletter at TKOPOD.com and join my new community at TKOwners.com I sat down with Eric Simons, the CEO of Bolt, to talk about how non-technical entrepreneurs are using AI to build real software businesses from scratch. We broke down how Bolt went from zero to 20 million ARR in just 2 months, and how people are using it to launch full SaaS platforms, create AI-powered CRMs, build client dashboards, and even run entire web app agencies. Eric explained how Bolt helps you go from idea to product in minutes with built-in payment integration, full-stack backend, and mobile app deployment. We also talked about the viral tweet that launched it all and why non-coders might have the edge in this new wave of AI automation.  If you want to build something without touching code, try Bolt using my affiliate link. And follow Eric at x.com/ericsimons and Bolt at x.com/boltdotnew. Timestamps below. Enjoy!---Watch this on YouTube instead here: tkopod.co/p-ytAsk me a question on or off the show here: http://tkopod.co/p-askLearn more about me: http://tkopod.co/p-cjkLearn about my company: http://tkopod.co/p-cofFollow me on Twitter here: http://tkopod.co/p-xFree weekly business ideas newsletter: http://tkopod.co/p-nlShare this podcast: http://tkopod.co/p-allScrape small business data: http://tkopod.co/p-os---00:00 The New Era of Entrepreneurship02:56 Building with Bolt: A Game Changer05:45 The Impact of AI on Coding and Development08:58 The Power of Community and Marketing11:44 The Pivot to AI and Its Success14:54 Understanding User Adoption and Use Cases26:42 The Power of ROI in Software Development29:29 Innovative Applications and Business Models32:19 The Non-Technical Advantage in Software Creation35:02 Monetization Strategies with Bolt37:49 Building with Bolt: Real-World Examples40:10 Prompting Best Practices for Effective Development43:30 Overcoming Development Challenges45:54 Designing with AI: Tips and Tricks49:36 Building Complex Applications with Bolt

Feeling like your brand photography biz runs you during busy seasons (and disappears during slow ones)? This episode is your permission slip to take a break, without your business falling apart. I'm breaking down the three essential workflows every brand photographer should have in place to run a streamlined, premium-feeling business that keeps booking even when you're off the grid.These automations will help you simplify your backend, lighten your mental load, and create an experience that gets clients talking (and referring). Whether you're still sending paper contracts or already dabbling with CRMs like HoneyBook or Dubsado, you'll walk away from this episode with easy, actionable ideas to uplevel your process.Want even more help building a premium brand? Colie James and I are hosting a free masterclass: Charge More, Stress Less, on July 17th to help you set up workflows that help you book dream clients, save hours every week, and make your brand feel premium. Grab your free spot here!1:40 Why summer slow seasons don't mean your business has to stop4:20 The power of automations (and what they really do for your brand)6:15 The inquiry workflow automation and creating a strong first impression9:20 The onboarding + delivery workflow (think start to finish steps for client)17:35 Why communication matters more than speed for editing21:10 The offboarding workflow and increasing rebookings and referrals26:25 How these automations make you look premium and stand out to commercial clients29:45 Getting started: simple places to begin automating todayCONNECT WITH MADDIE:InstagramWebsiteLINKSJuly 17 Webinar with Colie James: Charge More Stress Less - Learn how to automate the sales process for your luxury brand photography offer. Save your spot now!Dubsado: 20% offHoneybook: 25%Full show notes

Live from the Engage 2025 Summit, Dustin sits down with team members from DIS-Study Abroad to unpack how digital transformation is reshaping the student experience abroad. From streamlining pre-departure logistics to embracing CRMs and AI for internal efficiency, this conversation explores how DIS is thoughtfully building a more connected, student-first journey. Plus, the team opens up about their own AI learning curves and what inspires them most about working at the intersection of tech and travel.Guest Names: Asta Schantz-Conlon - Marketing & Campaign Manager at DIS-Study AbroadLena Friedman - Outreach and Communications Coordinator at DIS-Study AbroadLucy Li - Digital Portfolio Manager at DIS-Study AbroadGuest Socials: AstaLenaLucyGuest Bios: Asta Schantz-Conlon is the Marketing and Campaign Manager at DIS – Study Abroad, based in Copenhagen. She crafts multimedia campaigns and digital strategies that inspire students to study abroad in Scandinavia. Born and raised in Copenhagen, Asta brings a global perspective shaped by her experiences living, working, and studying abroad. She holds a degree in Multimedia Communications, Film, and Media from the University of Copenhagen.Lena works at DIS – Study Abroad as the Outreach and Communications Coordinator in the North American Office, based in Saint Paul, Minnesota. The North American Office partners with a network of 200+ universities and supports students preparing to study abroad. Lena develops pre-departure resources and assists with DIS's transition to new technology platforms, including Element451. She earned her B.A. in Psychology from Whitman College in 2021. - - - -Connect With Our Host:Dustin Ramsdellhttps://www.linkedin.com/in/dustinramsdell/About The Enrollify Podcast Network:The Higher Ed Geek is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too!Enrollify is made possible by Element451 — the next-generation AI student engagement platform helping institutions create meaningful and personalized interactions with students. Learn more at element451.com.Attend the 2025 Engage Summit! The Engage Summit is the premier conference for forward-thinking leaders and practitioners dedicated to exploring the transformative power of AI in education. Explore the strategies and tools to step into the next generation of student engagement, supercharged by AI. You'll leave ready to deliver the most personalized digital engagement experience every step of the way.Register now to secure your spot in Charlotte, NC, on June 24-25, 2025! Early bird registration ends February 1st -- https://engage.element451.com/register

In this power-packed episode, we break down one of the most underrated yet crucial business skills: the follow-up. From missed connections to million-dollar deals, it all comes down to how—and when—you circle back. We dive into the emotional investment behind effective relationship building and why the best follow-up strategies go beyond scripts and CRMs. You'll hear practical tools, leadership insights, and reminders that in business, it's not just about closing—it's about caring.

In this riveting episode of the Millionaire Car Salesman Podcast, hosts Sean V. Bradley and LA Williams invite powerhouse guest Ted Horton. Together, they delve into the transformative potential of generative artificial intelligence in the automotive sales industry.  "What if you could do this in minutes instead of spending a month creating 1,000 videos?" - Ted Horton The conversation demonstrates how AI technology, particularly generative AI, can be seamlessly integrated to promote efficiency, optimize customer interactions, and ultimately drive sales. With a focus on utilizing generative AI for creating personalized video content, this episode decodes how businesses can leverage automated, customized communications to elevate their competitive edge. "People prefer video... Video increases read open rates, increases engagements, increases appointments, and increases shows." - Sean V. Bradley The central theme of this episode revolves around harnessing AI to augment dealership operations, particularly through personalized video messaging. By automating these communications, dealerships can maintain engagement with prospects and customers alike, enhancing deal velocity and building stronger relationships. "Video bridges the gap between information and emotion. It's no longer about pushing products. It's about building relationships." - Sean V. Bradley The discussion introduces Dealer Synergy AI powered by Gan AI, a robust partnership aimed at delivering this advanced technology to dealerships, emphasizing the significant gains in both customer satisfaction and sales figures. Tune in to explore the nuances of implementing such technology and hear firsthand success stories from industry leaders. Key Takeaways: ✅ Generative AI is revolutionizing automotive sales by automating and personalizing customer engagement through videos. ✅ Video communication vastly outperforms text and static mediums in customer interactions, which is crucial for dealerships looking to stand out in a crowded marketplace. ✅ Integrating AI with CRMs can create an omnipresent response system that elevates sales and enhances customer satisfaction. ✅ Language barriers are no longer an obstacle, as AI can generate personalized communication in multiple languages efficiently. ✅ Dealer Synergy AI offers a white-glove service that ensures seamless integration and operation of AI tools within existing dealership systems.   About Ted Horton Ted Horton is an accomplished executive specializing in enterprise-level sales with a focus on Fortune 100 and 500 corporations. With over 30 years of experience, Ted has been instrumental in advancing sales strategies and integrating cutting-edge technology within the corporate environment. He is a former executive with BombBomb, and currently holds a senior executive role at Gan AI, an innovative company leading the charge in generative artificial intelligence.     The Future of Automotive Sales: Embracing The Generative AI Revolution Key Takeaways: Generative AI as a Game Changer: Video isn't just the future; it's the standard for engaging the modern car buyer with AI-driven personalized video communications. Automation and Personalization Synergy: Combining AI with CRM systems ensures personalized, consistent follow-ups, hitting the sweet spot of automation and human touch. Unparalleled Competitive Edge: Embracing Generative AI technology in a dealership's arsenal is pivotal in creating an unfair competitive advantage, significantly increasing customer engagement and sales volumes. The automotive industry isn't just turning a corner with technological innovations; it's racing down a highway of revolutionary change. At the forefront of this transformation is Generative AI, a breakthrough poised to redefine how dealerships engage with customers. As highlighted in the lively discussion from the Millionaire Car Salesman podcast, Ted Horton of GAN AI and Sean V. Bradley unveil the profound impact of AI-driven video content on dealership operations, painting a future where AI doesn't replace human effort— it amplifies it. In this comprehensive exploration, we dive deep into how Generative AI is reshaping the automotive sales landscape, emphasizing its strategic integration for maximized value and efficiency. Generative AI: Reimagining Customer Engagement In today's rapidly evolving digital landscape, video content is no longer an option but an imperative. "The ability to record these avatars and have them automatically generated real time within seconds…accelerates deal velocity," Ted Horton emphasizes, illustrating the profound capabilities of Generative AI in dealership processes. By leveraging AI to create personalized, dynamic videos instantaneously, dealerships meet customers' growing expectations for immediacy and personalization, creating stronger connections and more profound engagement. Automated AI videos can now incorporate customer-specific data—like name, vehicle type, and more—into tailored communications. The result is not only an uplift in sales but a seismic shift in how relationships are formed and nurtured digitally. The phrase "Video isn't the future. It's the present" underscores the urgency of adopting such technologies. With statistics showing that video content dramatically increases customer engagement and conversion rates, it's evident that AI's role in crafting these interactions is not just advantageous but essential. CRM and AI: A Harmonious Blend for Success Central to the transformative power of Generative AI is its seamless integration with CRM systems. This synergy ensures consistency and personalization in outreach efforts. Horton notes, "Video AI," when combined with CRM automation, is like having an omnipresent BDC (Business Development Center), eliminating human errors and providing constant, tailored customer interactions. Essentially, AI orchestrates a symphony of data and communication, effectively automating what was once a manual and error-prone process. For dealerships, this harmony transcends traditional sales methodologies. As Bradley states, by "launching automation flows for easy each use case," dealerships not only streamline processes but elevate them—ensuring customers receive relevant, personalized content at every touchpoint. This strategic blueprint for AI integration into CRM systems not only enhances the customer experience but dramatically increases sales performance, offering dealerships a distinct and sustainable competitive edge. The Competitive Power of AI Video in Dealerships The extraordinary potential of Generative AI isn't just in automating video creation—it's in redefining competition within the market. Dealers utilizing AI video capabilities are observing tangible improvements in sales, as evidenced by Longo Toyota's case, which highlighted a substantial increase in sales through personalized video strategies. Bradley reinforces this notion by providing a stark warning: "Every minute, every hour, every day that you waste procrastinating… is dollars lost." By harnessing the power of Generative AI, dealerships position themselves as industry leaders—actively investing in technology that not only facilitates sales but builds robust customer relationships. The lexicon of automotive sales is thus expanded, with AI serving as a tool not of replacement, but of enhancement and opportunity. It's a call to action for dealers to pivot from antiquated methodologies towards a future enriched by AI innovation, which promises not just survival, but dominance in the competitive marketplace. Time waits for no one, as echoed in the poetic recitation towards the end, reminding us of the fleeting nature of opportunity. The automotive industry stands on the precipice of a technological renaissance, with Generative AI as the catalyst speeding this evolution. Embracing AI technologies is no longer optional but essential, enabling dealerships to break free from the constraints of traditional processes and unlock unprecedented potential. Dealerships equipped with AI capabilities aren't just adapting to change—they're defining it. As the industry continues its evolutionary journey, those daring to innovate with Generative AI and video technology will indeed lead the pack.     Resources: Podium: Discover how Podium's innovative AI technology can unlock unparalleled efficiency and drive your dealership's sales to new heights. Visit www.podium.com/mcs to learn more!   Dealer Synergy & Bradley On Demand: The automotive industry's #1 training, tracking, testing, and certification platform and consulting & accountability firm.   The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry! With over 29,000 members, gain access to successful automotive mentors & managers, the best industry practices, & collaborate with automotive professionals from around the WORLD! Join The Millionaire Car Salesman Facebook Group today!   Win the Game of Googleopoly: Unlocking the secret strategy of search engines.   The Millionaire Car Salesman Podcast is Proudly Sponsored By: Podium: Elevating Dealership Excellence with Intelligent Customer Engagement Solutions. Unlock unparalleled efficiency and drive sales with Podium's innovative AI technology, featured proudly on the Millionaire Car Salesman Podcast. Visit www.podium.com/mcs to learn more!   Dealer Synergy: The #1 Automotive Sales Training, Consulting, and Accountability Firm in the industry! With over two decades of experience in building Internet Departments and BDCs, we have developed the most effective automotive Internet Sales, BDC, and CRM solutions. Our expertise in creating phone scripts, rebuttals, CRM action plans, strategies, and templates ensures that your dealership's tools and personnel reach their full potential.   Bradley On Demand: The automotive sales industry's top Interactive Training, Tracking, Testing, and Certification Platform. Featuring LIVE Classes and over 9,000 training modules, our platform equips your dealership with everything needed to sell more cars, more often, and more profitably!  

Eric Baumgardner, Osaic's Technology Solutions Consultant, talks with CEO & Founder Arnulf Hsu of GReminders about the extensive effect that artificial intelligence (AI) is having on the financial industry. Listen as they discuss deep integrations with CRMs and calendars, and how note-takers and summaries can be connected to eliviate the challenge of "data islands."  Learn more at greminders.com/osaic

Vertriebsexperten verbringen einen erheblichen Teil ihrer Zeit mit Routineaufgaben – sei es das Verfassen zahlreicher E-Mails, das manuelle Durcharbeiten von Informationen, Aktualisierung und Pflege des CRMs nach Kundengesprächen oder das Zusammenstellen von Markt- und Interessentendossiers. Mit dem gezielten Einsatz generativer KI im Vertrieb können Sales-Mitarbeiter ihren Arbeitsalltag effizienter gestalten, Routineaufgaben verkürzen und sich voll und ganz auf das Wesentliche konzentrieren – den Aufbau authentischer Beziehungen. Libor Smerda spricht mit Chris Schlüer darüber, wie der Einsatz von KI im Vertrieb gelingen kann, welche Tools besonders nützlich sind und wieso KI dabei helfen kann, die klassischen Stärken des Vertriebs wieder in den Vordergrund zu rücken. Mehr über Chris Schlüer erfahren: https://cs-training.de  Weiterführender Blogbeitrag zum Thema: https://limbeckgroup.com/vorteile-von-ki-im-vertrieb/  Wie hat Ihnen die Folge gefallen? Wir freuen uns sehr über Ihre Themenwünsche, Fragen und Feedback! Senden Sie uns gerne eine E-Mail an willkommen@limbeckgroup.com

On this episode of Unlimited Capital, Richard McGirr delivers a solo masterclass on the number one mistake that kills more deals than bad markets or bad sponsors—the “Build Trap.” Drawing from his experience raising over $60 million and coaching dozens of fund managers, Richard explains how over-focusing on CRMs, funnels, and "perfect" systems often masks procrastination and stalls momentum. He breaks down the 95/5 rule of capital raising, emphasizing that most results come from just a few key actions: sending emails, calling investors, and following up. If you've been stuck in prep mode, this is your call to take action. Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Key highlights include:-Why most advisors pause when asked: “How is your data helping you make better decisions?”-The difference between basic CRMs and scalable platforms - and how to choose what's right for you.-How automations and integrations can cut onboarding times from 15 minutes to 3.-The importance of a "Jedi Health Check" for your firm's data and tech stack.-What to prepare before your first discovery call with a consultant.Whether you're launching a new firm or refining an existing one, this episode is your roadmap to using data not just for compliance - but for growth.Ready to assess your data health? Learn more at www.JEDIDatabaseSolutions.com.

Send us a textThis episode sounds as good as it gets — huge thanks to Christopher Irwin-Dudek, VP of Marketing Communications at NICE, for joining me.We dive into a wide-ranging conversation covering:The new leadership vision at NICE and what it means for the futureWhether NICE sees itself as a CCaaS platform, an AI powerhouse, or bothThe evolving role of major CRMs in the contact center AI landscapeAnd a whole lot more behind-the-scenes insight from one of the most influential CX tech companies out thereIf you're in the contact center, customer experience, or enterprise tech space, this is a must-listen. Don't miss it. Tom Laird's 100% USA-based, AI-powered contact center. As the only outsourcing partner on the NICE CXone Customer Executive Council, Expivia is redefining what it means to be a CX tech partner. Learn more at expiviausa.com. Follow Tom: @tlaird_expiviaJoin our Facebook Call Center Community: www.facebook.com/callcentergeekConnect on LinkedIn: https://www.linkedin.com/in/tlairdexpivia/Follow on TikTok: https://www.tiktok.com/@callcenter_geekLinkedin Group: https://www.linkedin.com/groups/9041993/Watch us: Advice from a Call Center Geek Youtube Channel

In this episode, Dave Dubeau sits down with Brian Alfaro, Director of Investor Relations at Headway Investments. Broadcasting from Houston, Texas, Brian unpacks the systems and strategies that have helped his firm manage over $500 million in assets and thrive in the multifamily space across Texas. You'll hear how Brian approaches raising capital—his blend of high-impact, low-leverage in-person investor events, and scalable social media outreach. Brian explains the value of systems like CRMs for investor follow-up, how he nurtures leads through email campaigns, and why consistent communication is non-negotiable in today's capital-raising world. Listeners will get valuable insights into: The Headway Investments portfolio and buy-box criteria The power of hosting quarterly property tours What high-leverage vs. low-leverage activities really mean in real estate investing The drip campaigns, automations, and monthly webinars that keep investors engaged   - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

Marie Lee and Ryan Garson join Jason Cassity and The Broke Agent to discuss 10 marketing tips for the second half of 2025, a local post idea that converts, Fourth of July content ideas, and the marketer of the week.

What if the reason you're losing leases isn't your marketing budget… but your broken customer journey?In this episode, we sit down with Shelly Steitz (Cadence Marketing Solutions), Anne Baum (Towne Properties), and Brian Rosenblatt (Goldfarb Properties) to unpack the hidden friction points that are quietly costing multifamily teams thousands in lost conversions.From mismatched CRMs and broken form fills to the myth of the “perfect lead,” this trio shares real-world insights on how to diagnose, audit, and fix your prospect-to-lease journey. You'll hear why personalized touchpoints still matter, how to run smarter audits, and what every marketing leader needs to know about bridging the gap between tech and team.If you're serious about creating a smoother, more profitable customer experience in multifamily, this episode is your playbook.Digible:⁠ https://digible.com/Fiona: ⁠⁠⁠https://www.myfiona.com/Leave a Spotify Review: ⁠⁠⁠https://spoti.fi/3LfoEdU⁠⁠⁠Leave an Apple Review: ⁠⁠⁠https://apple.co/3AA2zRj⁠⁠(00:00) Why Customer Journey Matters in Multifamily(03:52) Meet the Guests: Shelly, Anne & Brian(10:05) What's Breaking the Leasing Process?(13:48) The Actual Impact of Tech Issues(17:20) Why Definitions Like "Lead" and "Prospect" Must Be Aligned(20:44) Human Touch vs Automation(24:17) The Domino's Tracker Analogy (27:13) Accountability in Cross-Functional Teams(30:30) The Hidden Cost of Training Gaps (34:22) Metrics That Matter for Multifamily Marketers(38:14) Tips for Running Monthly Journey Audits(42:01) Building a Culture of Feedback(44:50) How to Build a Smoother Prospect Journey

On July 8, join me for a special Web Class where I'll show you how to eliminate ALL staff excuses using ONE structured 30-minute meeting. Register here: https://trybta.com/CE-GSR-JL25Grab a copy of our free tech stack audit tool here: https://trybta.com/DL223To learn more about Breakthrough Academy, click here: https://trybta.com/EP223Ever had to shop for a software solution?It sucks.There's so much out there and they all say they're the best.That's why today we're talking to James Benham.James is the CEO and co-founder of JBK, which offers technology solutions for Insurance & Construction companies. He's also the author of Be Your Own VC and founder of the ConTechCrew podcast.Today's conversation is all about how to solve problems by using the RIGHT technology.Including how to pick the problem to solve, how to research solutions using AI, and tips to get your team to actually adopt the solution you select.Episode Highlights:Get a walkthrough of construction technology expert and author James Benham's process for identifying, choosing and implementing the right software solutions for your business (e.g. CRMs, automation and AI tools etc.)Learn the most common mistakes contractors make when purchasing new software.Hear James' tips on keeping your company innovative as technology continues to change at an unprecedented pace.00:00-Intro01:21-About James07:12-How has the construction technology space evolved in the last 10 years?11:32-How to prioritize and select the right tech solutions29:00-Is it realistic to get all systems working well together as one streamlined process?37:00-Bootstrapping: Make innovation a habit and a process39:40-What's the biggest tech mistake you could make in the next 5 years?41:58-Connect with James

Is your CRM slowing down your sales team? In this episode of Titans of the Trades, Ryan Englin reconnects with Adam Honig, CEO of Spiro.ai, to explore why traditional CRMs are broken, especially for industries like construction and manufacturing. They dive into how AI is transforming the sales process by capturing tribal knowledge, reducing manual data entry, and making your salespeople more productive without sacrificing the human touch.Adam shares the story behind Spiro's creation, inspired by the film Her, and how AI-driven automation is solving real-world problems that construction and manufacturing leaders face every day - from sales team retirements to labor shortages and lack of customer data transparency.If you're in construction, manufacturing, or any blue collar industry that relies on people and relationships to close deals, this is a must-listen.Episode Takeaways:[01:38] Adam introduces Spiro.ai and why it's not your typical CRM.[03:53] How AI helps automate the parts of sales everyone hates, like data entry and follow-ups.[06:00] A generational shift: younger leaders are driving AI adoption in manufacturing.[07:58] The tribal knowledge crisis - how AI can capture what your retiring sales team knows.[09:32] Spiro as the Iron Man suit for your sales team.[11:31] How Spiro pulls from emails, meetings, and ERP data to surface smart recommendations.[13:02] Balancing automation with the human touch in relationship-driven industries.[17:09] The future of AI in business communication: Think Star Trek, not spreadsheets.[20:27] How AI might collaborate across companies to solve problems more proactively.[22:48] Where to connect with Adam and explore Spiro's anti-CRM platform.Connect With Adam:Website: https://spiro.ai/LinkedIn: https://www.linkedin.com/in/adamhonig/ Support Titans of the Trades: If you found this episode insightful, please subscribe, share, and leave a review for Titans of the Trades. Your support goes a long way in helping us bring more impactful discussions your way.

We just completed 57 CRM audits across our real estate organization — and the results were eye-opening. Here, we break down the 4 most common and costly mistakes agents are making with their CRMs in 2024, and how these are directly impacting appointments, conversion rates, and closed deals. You'll learn: 1. Why most lead stages are wrong — and how that destroys your follow-up game. 2. How bad or missing property drips send your clients straight to Zillow. 3. The truth about intentional follow-up (and why forgetting tasks is killing your pipeline). 4. Why low call volume = low income — and what high performers are doing differently. If you're in real estate and using a CRM, this will help you clean it up, level up your communication, and start closing more deals.

Realtors, want to thrive—not just survive—in today's market? This episode unpacks the AI Real Estate Revolution, showing how smart tech can supercharge your sales and client connections. Discover the must-use tools and mindset shifts that will elevate your real estate game.

Key Highlights:-Why financial CRMs are prime targets for cyberattacks.-The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox.-Field-level vs. org-level security and why both matter.-The role of multi-factor authentication in a cloud-first world.-How AI is evolving both cyber threats and defense strategies.-Simple steps advisors can take now to secure their tech stack.This is a must-listen for any advisor serious about protecting their clients, their practice, and their reputation.Tune in and get ahead of the threats - before they get ahead of you.To learn more about JEDI Database Solutions, visit www.JEDIDatabaseSolutions.com

In this episode of The Jered Williams Show, Jered talks with Murphy Nadald, founder of ReferPro, a referral software built for home service businesses. Murphy shares how his experience running a cleaning company exposed the need for better referral tracking, which led to creating ReferPro. They discuss how referrals often outperform ads in cost and conversion, and how the platform helps automate and track customer, employee, and affiliate referrals. From integrating with CRMs to creative ways of using QR codes and social media, this episode breaks down how to turn word-of-mouth into a scalable system.

Who's picking up your office phone—and are they turning callers into loyal patients or missed opportunities?In this episode, we meet Eric Hubbard, founder of Pain-Free Dental Marketing, to uncover the remarkable origin story behind his company. Eric shares raw memories from his rural Oklahoma upbringing, his mother's courageous fight with cancer, and the pivotal moment when a compassionate dentist, Dr. John Barroso, offered more than just dental care—he offered hope. Years later, this gratitude fueled Eric's mission to help dentists thrive, leading to the creation of a marketing agency that now champions dental practices across the country.We take a candid look at what truly moves the needle for practices looking to grow. Our conversation goes beyond traditional marketing by spotlighting the critical impact of front desk staff, patient interactions, and the systems that track every touchpoint, like CallRail and integrated CRMs. Eric pulls back the curtain on how real results come from training, honest feedback, and rewarding proactive communication—not from racing to the bottom on price. The conversation closes with Eric reflecting on personal lessons learned, the value of clear communication, and his journey toward confidence and authenticity, leaving us inspired and equipped to rethink how we define success in dentistry.What You'll Learn in This Episode:Essential strategies for attracting the right dental patients in a competitive marketWhy front desk staff are the key to patient conversions and retentionThe role of call tracking and analytics in pinpointing missed opportunitiesActionable tips for training teams to communicate with empathy and curiosityHow top practices set themselves apart by leading with value, not priceWhy rewarding effective communication is more powerful than punishing mistakesInsights on integrating CRM systems for seamless patient follow-upTune in now for an inspiring look at how empathy, strategy, and storytelling can change the game for dental practices—and those they serve.‍‍Sponsors:‍CallRail: Call tracking + AI that turns calls into campaigns that convert, quality patients, and cost savings. Click our link to start a free trial today! callrail.com/dentalmarketerClick here for a special offer!Guest: Eric HubbardBusiness Name: Pain-Free Dental MarketingCheck out Eric's Media:‍Website: painfreedentalmarketing.com‍Love the Podcast? Let Us Know How We're Doing on Apple Podcasts!‍Host: Michael Arias‍Website: The Dental Marketer For more helpful tips, strategies, ideas, and marketing advice, join my weekly newsletter here.Join this podcast's Facebook Group: The Dental Marketer Society‍p.s. Some links are affiliate links, which means that if you choose to make a purchase, I will earn a commission. This commission comes at no additional cost to you. Please understand that we have experience with these products/companies, and I recommend them because they are helpful and useful, not because of the small commissions we make if you decide to buy something. Please do not spend any money unless you feel you need them or that they will help you with your goals.‍

Building a firm doesn't always follow a straight line—and sometimes that's the advantage. In this episode of The FutureProof Advisor, I sit down with Garrett Cottle, co-founder of Momentum Wealth Management, to talk about how adaptability, personal authenticity, and strategic thinking can shape a successful practice. From a start in music to a pivot into banking and eventually into financial advising, Garrett's journey reflects what many advisors experience: figuring it out as you go, but doing so with intention. We explore how smaller firms can punch above their weight by staying nimble, leaning into their strengths, and making smart, client-focused decisions.Garrett shares how his team prioritizes relationship-building at every step—delivering personalized, memorable experiences that go far beyond performance reports or annual reviews. Whether it's a welcome gift or proactive milestone check-ins, these human touches create the kind of loyalty and word-of-mouth growth that marketing dollars can't buy. We also dig into how firms like his are using tech not just to “keep up,” but to lead—leveraging AI and customized CRMs to stay responsive, efficient, and scalable without adding complexity or headcount.What stood out most in our conversation is Garrett's mindset: stay curious, be intentional, and never stop evolving. He's not chasing scale for scale's sake—he's building a firm that reflects his values and serves clients in meaningful ways. As the industry changes, it's that kind of clarity and adaptability that will set advisors apart. It's not always about size or credentials—it's about purpose, discipline, and the willingness to think a little differently.

Be honest…Put a finance workshop next to Fortnite or a TikTok trend. Which one do you think your kid is choosing?Exactly.That's where Trinity started.Her parents signed her up for a program called Teenage Tycoon.Two Zooms a week. A book a month. Boring adult stuff.She wasn't happy.Sat off-camera, arms crossed. Decided she was too smart for it.But then, one session flipped everything.A speaker explained how they were making REAL money selling dead palm leaves on eBay.Something clicked.Trinity started comping properties, learning lead gen.Not only that: she started building a portfolio and teaching other teens how to create cashflow.And now she's planning to retire by 30.That's not a joke. In this week's podcast, we unpack how a “forced” Zoom call turned into a family wealth engine.Hard truth here…You may be paying $1,200 a year for soccer.$2,000 for dance.$3,000+ if they're in competitive sports.But let's be honest…The odds of them going pro and living off it are minimum.0.03% for soccer. 0.0001% for dance.Instead, the odds they'll need to understand interest rates, equity, cashflow, or mortgages are 100%.That's, of course, if you don't want life to steamroll them and make everything harder than it needs to be.So why are we putting more energy into drills and choreography than decision-making and capital?Teenage Tycoon was built to flip that script.It's where 14-year-olds learn to pitch deals, analyze investments, run CRMs, and build rental portfolios.It's where your kid learns what actually builds freedom.And the next Teen Wealth Workshop is June 19–20.If your kid's smart enough to memorize TikTok trends...They're smart enough to manage a balance sheet.Put them in the room.CLICK HERE to get your ticket to Teen Wealth Workshop >>Catch you later!LINKS & RESOURCES1,000 FREE Seller LeadsGet your first 1,000 seller leads FREE from our partner BatchLeads and start closing deals immediately. CLICK HERE: http://leads.getbatch.co/mztQkMr7 Figure Flipping UndergroundIf you want to learn how to make money flipping and wholesaling houses without risking your life savings or "working weekends" forever... this book is for YOU. It'll take you from "complete beginner" to closing your first deal or even your next 10 deals without the bumps and bruises most people pick up along the way. If you've never flipped a house before, you'll find step-by-step instructions on everything you need to know to get started. If you're already flipping or wholesaling houses, you'll find fast-track secrets that will cut down your learning curve and let you streamline your operations. CLICK HERE: https://hubs.ly/Q01ggDSh0 7 Figure RunwayFollow a proven 5-step formula to create consistent monthly income flipping and wholesaling houses, then turn your active income into passive cash flow and create a life of freedom. 7 Figure Runway is an intensive, nothing-held-back mentoring group for real estate investors who want to build a "scalable" business and start "stacking" assets to build long-term wealth. CLICK HERE: https://hubs.ly/Q01ggDLL0 Hosted on Acast. See acast.com/privacy for more information.

Episode 098: This week, Kyle Van Pelt talks with Carrie King, Partner and Chief Compliance Officer at UlImann Wealth Partners. A former restaurateur turned finance professional, Carrie brings a service-driven mindset to wealth management—prioritizing simplicity, optimism, and disciplined planning. With over two decades of experience spanning hedge funds, trading desks, and advisory firms, she now helps lead a holistic, client-centered practice that supports families through life's most complex transitions. Kyle and Carrie discuss how Ullman supports clients through these transitions by staying grounded in simplicity, optimism, and practical discipline. Carrie also discusses the firm's core values, how they integrate books into company culture, and the evolving role of compliance in an AI-driven world.  In this episode: (00:00) - Intro (02:59) - Carrie's money moment (05:37) - The importance of core values in company culture (09:08) - Reframing compliance through optimism and simplicity (11:02) - Ullmann Wealth Partners' Divorce Advisory Group (12:54) - Building relationships with Centers of Influence (COI) (17:42) - Making complex projects simple (19:30) - What makes a great CRM (23:13) - Ullmann's tech stack (25:53) - Why texting is such a taboo for regulators (28:04) - Carrie's outlook on the future of the industry (30:46) - Carrie's Milemarker Minute Key Takeaways Building your firm around core principles like discipline, simplicity, optimism, and professional advice isn't just good branding—it creates a shared language that guides decision-making, shapes culture, and helps clients stay focused during uncertainty. Compliance isn't just about rules—it's about protecting clients and building trust. A proactive, optimistic approach to compliance can strengthen your firm's culture and help you deliver better service across the board. Before adopting new tools like CRMs or AI platforms, prioritize peer insights over sales pitches. Talk to other firms, ask about pitfalls, and be methodical in your rollout—technology should support your process, not disrupt it. When building relationships with centers of influence (COIs), don't just tell them what you do—show them. Invite them into your client meetings, let them experience your planning firsthand, and trust that authenticity will speak louder than any pitch. Quotes "This business is working with people day in and day out. And when you see that in practice, there's nothing more fulfilling than that." ~ Carrie King "You don't need to do crazy investment strategies, trading options, or all these other things. The most important thing for people is coming up with a financial plan and helping them stick to it, especially in times of turbulence when there are unexpected consequences." ~ Carrie King "The ultimate end goal of compliance is to protect the client—protect them from scams, and protect them from fraud." ~ Carrie King Links  Carrie King on LinkedIn Ullmann Wealth Partners Brian James Glenn Ullmann Landing a Smooth Retirement Move Forward Confidently Patrick Kilbane Caitlin Frederick Getting Things Done Factfulness Jump AI MyRepChat Merrill Lynch Raymond James Wells Fargo Mercer Advisors Creative Planning Hightower Advisors Unreasonable Hospitality An Unfinished Love Story Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

We explore how ChatGPT's new integration capabilities are poised to turn CRMs like Salesforce and HubSpot into “just another database.” This episode breaks down what it means when the interaction and analysis layers move outside the system of record—and what that means for GTM teams. The conversation also touches on the hallucination problem in LLMs, how leaders are using AI in real workflows, and why a growing number of founders are embracing an intense, seven-day-a-week work culture.Thanks for tuning in! New episodes of Topline drop every Sunday and Thursday.Don't miss GTM2025 — the only B2B tech conference exclusively for GTM executives. Elevate your 2026 strategy and join us from September 23 to 25 in Washington, D.C. Use code TOPLINE for 10% off your GA ticket.Stay ahead with the latest industry developments and emerging go-to-market trends with Topline Newsletter by Asad Zaman. Subscribe today.Tune in to The Revenue Leadership Podcast every Wednesday, where host Kyle Norton talks with real revenue operators and dives deep into what it takes to succeed as a modern revenue leader.You're invited! Join the free Topline Slack channel to connect with 600+ revenue leaders, share insights, and keep the conversation going beyond the podcast!

"MarketingOps isn't just marketing—it's a product function," says Mike Rizzo, Community-led Founder & CEO at MarketingOps.comIn this episode of The Content Cocktail Hour, host Jonathan Gandolf is joined by Mike Rizzo for a deep dive into the rising influence—and expanding responsibilities—of MarketingOps. From building community-led ecosystems to redefining what it means to "do more with less," Mike shares how MarketingOps professionals are uniquely positioned to own the go-to-market tech stack in today's AI-driven landscape. They explore why MarketingOps can't be reduced to just CRMs or automation platforms, how practitioners can move from order-takers to strategic leaders, and why learning to align with business goals is the real unlock for long-term growth.In this episode, you'll learn:Why MarketingOps is evolving into a strategic functionHow AI is changing the expectations (and tools) in go-to-market rolesWhat it takes to lead with clarity, alignment, and communityResources:Connect with Jonathan on LinkedIn: https://www.linkedin.com/in/jonathan-gandolf/Explore AudiencePlus: https://audienceplus.comConnect with Mike on LinkedIn: https://www.linkedin.com/in/mikedrizzo/Explore MarketingOps: https://www.MarketingOps.comCheck out MOps-Apalooza: https://mopsapalooza.com/Timestamps:(00:00) Intro (02:00) Building community-led growth(04:38) Starting from a team of one(07:00) MarketingOps in the age of AI(13:00) From order-taker to strategic leader(19:00) The GTM tech stack as a product(24:00) Unpopular opinion: MarketingOps isn't marketing

Next-gen customer service – connecting with FinovateSpring Best of Show winner Penny Finance on attracting, retaining, and serving members of the digital generation Detailed Summary: In this Finovate podcast episode, host Greg interviews Crissi Cole, founder and CEO of Penny Finance, a Best of Show winner at FinovateSpring in San Diego. Cole, a former Goldman Sachs financial advisor, created Penny Finance in 2020 to provide personalized financial planning for everyday Americans. After building a community of 20,000 individual users, Penny pivoted to partnering with community banks and credit unions when they discovered 80% of their members already had relationships with local financial institutions, while only 20% of these institutions offered financial planning services. Penny Finance's platform connects consumers' financial plans with their financial institution's products, helping community banks and credit unions better serve their members. Cole emphasizes that smaller financial institutions have advantages over larger banks in their ability to tailor offerings to individual customers and provide more attractive financial products. However, these institutions often struggle with building the digital presence needed to attract and retain today's online customers, which is where Penny's technology helps bridge the gap. Crissi highlights that effective financial services aren't just about technological capabilities or integration with online banking platforms, but about understanding customers and meeting them at key moments in their financial journey. She stresses that relevance and timing in the user journey are more important than fancy CRMs or mobile apps. The ultimate goal is to transform financial institutions from merely offering a menu of products to becoming true financial partners that help customers when they need it, making financial planning accessible to everyday Americans while helping community banks manage more of their members' wallets. More info: Penny Finance: https://www.penny-finance.com/; https://www.linkedin.com/company/penny-finance-inc/ Crissi Cole: https://www.linkedin.com/in/crissicole111/ Greg Palmer: https://www.linkedin.com/in/gregbpalmer/ Finovate: https://www.finovate.com; https://www.linkedin.com/company/finovate-conference-series/ FinovateSpring: https://informaconnect.com/finovatespring/ #Finovate #Podcast #FinancialServices #BankingInnovation #FinTech #creditunion #communitybank #CX #DigitalTransformation #innovation #finovatespring

If anyone has been affected by the LA wildfires please reach out to NAVA and the Redcross! https://navavoices.org/cal-fire-request-fund/ https://www.redcross.org/  Welcome to Voice Acting Stories! On this week's episode, we have Voice Actor and Voice Over Strategist Tom Dheere. We talk about CRMs, how to navigate contracts, comic cons, the SAG-AFTRA Interactive Media strike, and so much more. Join us for a two-part adventure and learn a few things as well. A huge shout out to VA for VO for sponsoring today's episode. If you need help with your VO business check them out at https://www.vaforfo.com/! https://www.tomdheere.com/ https://www.voiceoverstrategist.com/ https://www.blueprintcourseware.com/ https://navavoices.org/ Facebook Podcast Group: https://www.facebook.com/groups/631972061329300  Facebook Podcast Page: https://www.facebook.com/profile.php?id=100082776574281 Instagram Podcast: @voiceactingstories If you want a The Voice Straw check out these affiliate links. Thanks! https://voicestraw.com/?ref=ctQaTgfR https://voicestraw.com/discount/VERONICABARRERA?ref=ctQaTgfR

Struggling to turn your leads into clients? Your CRM might be full, but is your pipeline actually working for you? Learn how to manage it like a pro.In this insightful episode, Sara dives deep into the often-overlooked art of lead pipeline management. She shares proven strategies from top-producing teams and her own experience to help real estate professionals stop chasing cold leads and start building a predictable, consistent business. From classifying leads by engagement to leveraging CRMs and follow-up systems, Sara walks through simple actions that yield big results. Bonus: She kicks off the episode with a heartfelt segment on recognizing the unsung heroes—event and content hosts—encouraging more agents to step up and shine.

In this episode, Steve Fretzin and Adam Ouellette discuss:The long-term impact of unmanaged stress in the legal professionShifting from reactive to responsive behavior in work and lifeThe necessity of integrating systems, organization, and delegation in law practicesExploring effective breathing and mindfulness practices for emotional regulation Key Takeaways:Most lawyers suffer from nervous system dysregulation due to chronic stress, which leads to physical symptoms like migraines, arrhythmia, and burnout.Heart-focused breathing, specifically the “Quick Coherence” method, can physiologically shift the body from fight-or-flight into healing mode in just minutes.Using modern legal tech tools like CRMs, automation software, and client management systems can drastically reduce workload and prevent burnout, but most lawyers resist adopting them.Implementing micro-pauses every 50 minutes for breathwork and short breaks can significantly reduce mental fatigue and boost long-term performance. "It's so critical that lawyers start to quiet their mind and regulate their nervous systems, because if you don't, you're gonna hit a wall at some point in your practice, and you're not gonna like it. Most people won't change until they have to." —  Adam Ouellette Unlock the secrets of the industry's top rainmakers with Be That Lawyer: 101 Top Rainmakers' Secrets to Growing a Successful Law Practice. Grab your ultimate guide to building a thriving law firm now on Amazon: https://www.amazon.com/dp/B0F78HXJHT Thank you to our Sponsors!Rankings.io: https://rankings.io/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ Episode References: Getting Things Done by David Allen: https://www.amazon.com/Getting-Things-Done-Stress-Free-Productivity/dp/0142000280 About Adam Ouellette: Adam Ouellette, Esq. is a former law firm owner turned transformational consultant for lawyers. With over 28 years of experience in the legal field, Adam now helps law firm owners eliminate stress, increase productivity, and build balanced, fulfilling practices. He is the creator of Esquire Academy, the Stress Less Plus course for lawyers, and author of Raising the Bar – Turning a Law Career You Hate Into a Life You Love, In or Out of the Law. His new book, Transform Your Law Firm, Transform Your Life, will be published later this year. Adam specializes in law firm growth, time management for lawyers, lawyer wellness, and stress reduction for attorneys.Connect with Adam Ouellette:  Website: http://adam.law/Raising The Bar by Adam Ouellette: https://www.amazon.com/Raising-Bar-Turning-Career-Hate-ebook/dp/B00I9K1J58Twitter: https://twitter.com/AdamJOuelletteEmail: ajo@adam.lawLinkedIn: https://www.linkedin.com/in/adamjouellette/Facebook: https://www.facebook.com/esquireacademy Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Today on the podcast, we have Aaron Eisenberg with Keller Williams Integrity Lakes!If you are in real estate and are overwhelmed with all the CRMs, steps, classes, and all the shiny objects out there, Aaron's going to talk about how he took to none of it, and he has built his business on being authentic and being himself.We're excited to chat with Aaron today!You can find Aaron at:agentaaron.comInstagram: @agentaaronmn

⁠⁠⁠It's YOUR time to #EdUp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠In this episode, brought to YOU by HigherEd PodConYOUR guest is Ashish Fernando, Chief Noise Maker, EDMOYOUR host is ⁠⁠⁠⁠Dr. Jodi BlincoHow is AI transforming the college admissions process? Why should institutions prioritize "starts" over "admits"? How can AI reduce transcript evaluation time from weeks to seconds?What role should humans continue to play alongside AI in admissions?Why must student intent be the focus of enrollment strategies? Topics include:AI-powered document & conversation intelligence Reimagining the admissions experience Creating student-centric processes Integration with CRMs like Salesforce & Slate Reducing operational friction while improving student engagement Listen in to #EdUpDo YOU want to accelerate YOUR professional development?Do YOU want to get exclusive early access to ad-free episodes, extended episodes, bonus episodes, original content, invites to special events, & more?Then ⁠⁠⁠⁠⁠⁠BECOME A SUBSCRIBER TODAY⁠⁠ - $19.99/month or $199.99/year (Save 17%)!Want to get YOUR organization to pay for YOUR subscription? Email ⁠⁠⁠EdUp@edupexperience.comThank YOU so much for tuning in. Join us on the next episode for YOUR time to EdUp!Connect with YOUR EdUp Team - ⁠⁠⁠⁠⁠ ⁠⁠⁠⁠Elvin Freytes⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dr. Joe Sallustio⁠⁠⁠⁠● Join YOUR EdUp community at ⁠⁠⁠⁠⁠ ⁠⁠⁠⁠ The EdUp Experience ⁠⁠⁠⁠⁠⁠⁠⁠⁠ !We make education YOUR business!

What if the key to scaling your real estate business was hidden in a room full of top-performing agents? In this episode, our very own Real Estate Rockstar host Aaron Amuchastegui at the Real Estate Rock Stars Mastermind 2025 reveals some powerful insights gathered over four years. From building tight-knit communities and mastering social media to hiring virtual assistants, raising capital, and using CRMs to drive growth, this episode is packed with real-world strategies from pro agents who are doing it all. You'll also hear about upcoming mastermind topics like client coaching, system documentation, and referral generation. Tune in now and get inspired to take your business to the next level! Links: Follow Sara Denig on Instagram Follow Christina Leavenworth on Instagram  Follow Aaron Amuchastegui on Instagram  Get Hundreds of FREE Real Estate Tools From the Toolbox  Join the 2026 Mastermind: Get your tickets HERE!