Podcasts about CRMS

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

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

On this episode of Ask a Responsive Fundraiser, Scott chats with Christine Robertson, Consulting Manager at NPact and expert in nonprofit CRM systems, to unpack the essential role that clean data, empowered teams, and thoughtful automation play in driving generosity. Christine doesn't just talk about data management; she shows how it can transform fundraising when done right. Topics covered: • Why maintaining your database is like cleaning your house—and how to tackle it one strategic step at a time • How to shift database teams from “back office” to strategic fundraising partners • Practical tips to build automation that saves time without sacrificing donor nuance • How to build repeatable systems that support personalized donor journeys at scale Learn more about Christine's work at NPACT or connect with her on LinkedIn. Ready to deepen your donor relationships and drive meaningful results? Learn more about Virtuous and how responsive fundraising can help your team grow generosity.

Chris Smith joins Jason Cassity and The Broke Agent to discuss how agents should be using email marketing and the strategies he has used that have worked for him.

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 of RevOps Champions, John Plumley, Director of Revenue Operations at Tri State HVAC, joins Brendon Dennewill to discuss the intersection of technology and process in scaling a traditional B2B business. John provides insight into Tri State HVAC's unique position as a commercial HVAC manufacturers representative focused on large projects and key relationships within the Philadelphia region. With a mechanical engineering background and decades of sales experience, John shares how his long-standing fascination with CRMs led him to transition from sales into a full RevOps role, where he drives both digital transformation and cultural change within the organization.The conversation delves into the real-world challenges and triumphs of adopting new technologies like HubSpot CRM, integrating operations with accounting, and implementing smarter, data-driven processes. A significant focus is placed on the human side of change—navigating resistance, fostering buy-in, and the importance of mapping out and communicating process improvements before rolling out new solutions. John and Brendon explore how aligning people, data, and technology not only streamlines internal operations but creates a fresh competitive advantage in an industry that's traditionally slow to change.Looking ahead, the episode highlights opportunities for leveraging AI and knowledge management to enhance both customer and employee experiences. John discusses the value of sharing expertise through podcasts, video content, and smart knowledge bases, meeting evolving customer expectations and scaling relationships in a modern way. The key takeaway is clear: success with RevOps is about progress and learning, prioritizing customer experience, and empowering teams with the right tools and mindset—practical advice for any leader considering their own digital transformation journey.Find more at revopschampions.com

Brought to you by our friends at ClientTether – making follow-up, automation, and sales acceleration easier than ever. Thanks for sponsoring today's episode!In this jam-packed episode of The Advisory Board Podcast, host Dave Hansen welcomes the one and only Patti Rother—franchise development powerhouse, operator-at-heart, and founder of Root and Rise Franchise Development. With 18+ years of experience across brands like Panera, Blink Fitness, Scent Hound, and Garbanzo, Patti is redefining how smart brands scale—efficiently and sustainably.

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. 

Preparing for AEP: Embracing Technology and Proactive Strategies in the Insurance IndustryHost Kathe Kline and guest Dalton Miller dove headfirst into the changing landscape of Annual Election Period (AEP) preparation and why insurance agents must stay ahead of industry trends—especially in today's rapidly evolving environment. Here's a breakdown of the key takeaways and how you can apply them to your business.The Countdown to AEP Is On: Get Ahead EarlyDalton opened the conversation with a reality check—there are fewer business days than you think before AEP kicks off. The urgency is real. Agents waiting until the last minute risk being overwhelmed, particularly as changes around prescription drug plans (PDPs) from regulatory shifts like the Inflation Reduction Act are generating more client questions, confusion, and inbound phone calls.Turning Industry Challenges Into OpportunitiesRather than seeing incoming calls as disruptions, savvy agents seize them as opportunities. Dalton pointed out that proactive outreach—whether in-person appointments or virtual consults—can turn client confusion about drug costs into relationship-building moments. Agents who capitalize on these touchpoints not only help clients, but also strengthen retention and potentially restart commission cycles with plan changes.Tech Tools: Your Secret Weapon for EfficiencyFrom automated scheduling links to drug list collection surveys like RetireFlo, technology is non-negotiable. Kathe stressed the time-savings and organizational benefits of tools like calendar links and integrated form submissions for medication lists. If you're not using technology, you're likely doing double work and risking costly errors. Importantly, Kathe and Dalton both emphasized the need for HIPAA-compliant CRMs. Not only does this protect client data, but it future-proofs your continuity if you switch FMOs.Be Proactive, Communicate, and Set BoundariesA recurring theme was proactive communication. Don't be shy—send out birthday cards, newsletters, or helpful updates. Let your book of business know you are their first call. Importantly, set boundaries: make it clear when you'll review Med Supps and PDPs, and educate clients on why you don't do everything during AEP. This manages workload and builds compliant, loyal relationships.Final Word: Start Now and Beat the RushDalton, channeling Paul Revere, reminded listeners: “AEP is coming!” The key is to establish streamlined, compliant systems now—before the wave hits. Tools that save time, reduce manual work, and improve client experience aren't just luxuries—they're business necessities. In the words of Kathe, “Why are you doing double work? Let technology set you free.”Ready to thrive this AEP? Invest in tech, standardize your client communication, and start prepping now—you'll thank yourself come October.This episode is sponsored by ⁠CertifiedMedicareAgents.com⁠. Use the coupon code BABES2024 for a free lifetime BRONZE membership.

Veteran tattooer Joseph Swanson shares his 28-year journey through the tattoo industry, from his early days in Monterey, CA, to becoming a California Highway Patrol officer, to launching one of the first tattoo podcasts, and eventually helping lead Tattoo Pro—a CRM built specifically for tattoo shops. He reflects on the evolution of tattoo culture, the need for artists to embrace digital tools, and why shops must modernize to thrive in today's ultra-competitive market. Topics include: The shift from flash to custom tattoosBuilding community and educating artistsStarting the first tattoo podcastLessons from business school and law enforcementChallenges running a tattoo shop without systemsThe power of CRMs like Tattoo Pro for lead management, client communication, bookings, waivers, reviews, and paymentsWhy old-school shops are getting left behindHow digital tools help artists stay focused on art—not admin Bottom line: If you're a shop owner or artist not using tech to run your business, you're leaving money and opportunities on the table. If you'd like to talk to us about your marketing go to www.ink-link.com If you're interested in learning more about TattooPro, you can check them out at tattoopro.io

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!

  Persana AI is transforming how B2B teams handle go-to-market operations by unifying fragmented data sources and deploying intelligent agents to automate complex workflows. With $2.3 million in funding and a growing community of 6,000 sales professionals, Persana has evolved from a simple email personalization tool to a comprehensive agentic platform that helps companies identify, reach, and convert their ideal prospects. In this episode of Category Visionaries, we sat down with Rush Shahani, Co-Founder and CTO of Persana AI, an agentic platform that helps B2B teams move faster and close more deals by automating the most complex parts of go-to-market execution. Persana connects and reasons over hundreds of fragmented data sources — like CRMs, enrichment tools, hiring signals, and intent data — and uses LLM-powered agents to automate workflows such as prospecting, lead scoring, and sales outreach. What used to take sales and marketing teams weeks of manual work now happens in seconds, helping teams turn insights into action and convert pipeline faster. Rush is also the author of the upcoming book “LLM Reliability” with Manning Publications, where he shares practical strategies for making large language models dependable in real-world use cases — from reducing hallucinations to improving execution accuracy.   Topics Discussed: Persana's evolution from LinkedIn search platform insights to comprehensive B2B orchestration The shift from email personalization to predictive prospect identification and data unification How reinforcement learning creates customized AI models for each company's unique sales motion Building strategic partnerships with data providers to create a unified orchestration layer The company's approach to combating negative perceptions around AI SDR tools Persana's vision to become the operating system for all B2B go-to-market processes   GTM Lessons For B2B Founders: Focus on data quality over feature quantity: Rush emphasized that their breakthrough came when they realized "the moat wasn't in the personalization. The moat was actually being able to predict who is the right account to reach to, who are the right people to reach out to." Rather than competing on email generation features, Persana built their competitive advantage around superior data aggregation and intelligent prospect identification. B2B founders should prioritize building defensible moats around data quality and prediction accuracy rather than adding more surface-level features. Scale existing sales motions rather than replacing them: Persana takes a fundamentally different approach from typical AI SDR tools by focusing on amplifying what already works. As Rush explained, "We take your existing team's motion and then scale that to what you would have a team of 20 do." This approach preserves the human expertise and proven processes while automating the execution at scale. B2B founders should design AI tools that enhance and scale proven human workflows rather than attempting to replace them entirely. Build win-win partnership ecosystems: Persana's growth has been largely driven by strategic partnerships with data providers, where both sides benefit from the relationship. Rush noted, "You gotta think about how do you actually help your revenue, but you want to make sure they are getting the benefit of also being on Persana. We're giving them that visibility." Rather than viewing data providers as vendors, they created a partner ecosystem where each provider gains distribution and visibility through the Persana platform. B2B founders should structure partnerships as mutual value creation rather than transactional relationships. Leverage reinforcement learning for company-specific AI models: Unlike generic AI tools, Persana builds customized models for each client through reinforcement learning. Rush explained, "Through reinforcement learning we're actually able to take that data in. And as you continue using Persana, the more emails you send, the more outreach data we have... we're able to capture that data, make sense of it just for your company." This creates increasing value over time and stronger customer lock-in. B2B founders should consider how their AI tools can learn and adapt specifically to each customer's unique context and data patterns. Use community and social proof for organic growth: Persana has built a 6,000-person Slack community and leverages customer-generated content for growth. Rush noted, "There's some people that have made courses on how to use Persana that drives tons of traffic. So just building that organic ecosystem." They also created a certification program for GTM advisors who can sell Persana to their clients. B2B founders should invest in community building and enable customers to become advocates and educators for their platform.  

Kristen Pavlic joins Jason Cassity and The Broke Agent to discuss how to use ChatGPT for scripts, a new “just listed” post, hyper local news, and Gary Vee's hot take on social.

Send us a textBPM has undergone a notable transformation, shedding its earlier complexity to become a powerful asset in ad-hoc CRM scenarios, particularly for industries with sophisticated customer engagement needs. While traditional CRMs suffice for straightforward use cases, they often falter when faced with rigid data structures that don't align with complex, customer-centric workflows. In these instances, more flexible CRMs become essential, offering not just a viable alternative but often the only workable solution. The convergence of project management capabilities with sales and marketing processes has further elevated the value of certain CRM platforms, creating a seamless operational flow that gives them a distinct advantage. In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Creatio's capabilities. We covered many grounds including where Creatio might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Creatio.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

In episode 7 of Platform Builders, Christine Spang and Isaac Nassimi dive deep into the world of CRMs and SaaS strategy with Steve Oriola, CEO of Unbounce. Steve shares his insights on the historical shifts in CRM technology, the critical role of data in modern marketing solutions, and his approach to leading companies through significant transitions and acquisitions. Learn how focused product development and a strong company culture can drive success.

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! 

Macpreneur Damien Schreus joins the podcast to share automation strategies, AI insights, and Apple-first productivity hacks for solopreneurs looking to work smarter—not harder.In this value-packed conversation, Damien unpacks his systems for automation for solopreneurs that streamline workflows, cut down on repetitive tasks, and boost efficiency. You'll learn exactly how he uses Zapier automation and Make (Integromat) to connect tools like CRMs, contact forms, and invoicing software—no code required.If you're a solo business owner juggling client work, admin, and growth, this episode addresses your pain points and search intent directly:How do I automate tasks without hiring?What are the best AI productivity tools to save time?Is Apple better than PC for running a solo business?How do I protect sensitive client data on my Mac?As a seasoned Macpreneur, Damien explains why Apple's ecosystem is ideal for solopreneurs who value Apple productivity, stability, and cross-device sync. You'll also get his take on the future of Generative AI, the benefits of integrating ChatGPT workflows, and why Mac security tips are essential for anyone handling sensitive information.With decades of experience mentoring entrepreneurs and corporate teams, Damien's insights offer clarity, simplicity, and strategic guidance to help you thrive with the right solopreneur tools.00:00 – Intro & welcome to Damien Schreus01:00 – What is a Macpreneur & Damien's tech journey02:45 – Automation for solopreneurs: the #1 workflow to start04:30 – Using Zapier automation for client onboarding06:00 – From Zapier to Make (Integromat): deeper integrations07:20 – Connect ChatGPT workflows using Zapier + OpenAI API08:40 – Why Apple wins: Mac vs PC for entrepreneurs10:00 – Future of Generative AI in business11:15 – Essential Mac security tips for professionals12:30 – Why AI productivity tools are game-changers13:30 – Free checklist offer + closing thoughtsTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow us on Threads: https://www.threads.net/@thereal_drchrislooFollow us on TikTok: https://www.tiktok.com/@drchrisloomddphdFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

Your systems should support your creativity—not drain it. In this episode, I'm sharing the exact tech stack I use to run Sugarpunch Marketing®—from client calls and content scheduling to community building and automations. Whether you're just starting out or scaling your agency, this toolkit is full of practical solutions (plus a few time-saving secrets). Inside this episode:The 6 tools I use daily to run my agency without chaosWhat makes each tool worth the investmentMy favorite alternatives to Zoom, Trello, and clunky schedulersHow to choose the right tools for your current season of businessBonus tools for contracts, banking, and CRMs—plus exclusive discounts MENTIONED:https://sugarpunchmarketing.com/tools

Are you ready for the future of recruiting, or will you wake up wondering what just happened as AI and automation transform the industry overnight? As recruiters, leaders, and agency owners, we all strive to stay ahead—yet keeping up with evolving tech like AI and automation can feel overwhelming. In this episode of The Elite Recruiter Podcast, host Benjamin Mena and tech-forward guest Sam Kuehnle dive deep into what it means to build a future-proof recruiting tech stack. From the frustrations of outdated CRMs and applicant tracking systems to hard-earned lessons about AI-driven talent pipelining, this episode tackles the real issues recruiters face: information overload, shrinking margins of differentiation, and the pressure to deliver more, faster. Listeners will discover how leading recruiters are leveraging proactive talent pipelines to avoid starting every search from scratch, freeing their time to refocus on what really matters—relationships and results. You'll learn actionable strategies for cleaning up your data (without breaking the bank), why agencies need to experiment with automation now, and what the recruiting firm tech stack of tomorrow should look like. Plus, hear candid advice on when to niche down, how to stand out as AI levels the playing field, and the best ways to balance cost and tools as you build your competitive edge. By tuning in, you will gain: Proven tactics for leveraging AI and automation to save hours each week and spend more time building meaningful relationshipsInsider insights into the recruiting tech stack of the future, including must-have tools and how to make them work together seamlesslyPractical advice on proactive pipelining and CRM best practices to retain your competitive advantage as tech evolves Don't fall behind—press play now to learn how you can stay ahead of industry changes and build a tech-enabled recruiting business that stands out in 2025 and beyond. AI Recruiting Summit 2025 – Registration: https://ai-recruiting-summit-2025.heysummit.com/ Finish The Year Strong 2025 – Registration: https://rock-the-year-2025.heysummit.com/ Free Trial of PeopleGPT and its AI Agents: https://juicebox.ai/?via=b6912d Free Trial of Talin AI: https://app.talin.ai/signup?via=recruiter Signup for future emails from The Elite Recruiter Podcast: https://eliterecruiterpodcast.beehiiv.com/subscribe  YouTube: https://youtu.be/iB7TTpGbwNI Follow Sam Kuehnle on LinkedIn: https://www.linkedin.com/in/samkuehnle/  With your Host Benjamin Mena with Select Source Solutions: http://www.selectsourcesolutions.com/  Benjamin Mena LinkedIn: https://www.linkedin.com/in/benjaminmena/  Benjamin Mena Instagram: https://www.instagram.com/benlmena/

Jason Cassity and The Broke Agent discuss how agents can use ChatGPT and create their own custom GPT for AI-powered real estate content, humanized with their own unique style.

Send us a textCRMs designed for the education sector, especially within public institutions and universities, must navigate a complex landscape of fragmented workflows and diverse stakeholders, from students and faculty to alumni and administrators. These organizations often require more than what traditional CRM systems can offer, particularly when managing academic programs, course operations, and dynamic communication channels. The complexity intensifies further with upstream processes like student recruitment and onboarding, which demand highly tailored workflows that generic CRMs frequently fail to accommodate. In this specialized environment, LeadSquared has positioned itself as a strong player with its education-centric CRM offerings. However, the real question lies in how well it measures up to competitors and whether it can truly meet the evolving needs of this multifaceted sector.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of LeadSquared's capabilities. We covered many grounds, including where LeadSquared might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of LeadSquared.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

I'm sold! – connecting with FinovateSpring Best of Show winner Solda.ai on their award-winning solution. Detailed Summary: In this Finovate podcast episode, host Greg interviews Andrew Reese, the U.S. go-to-market lead for Solda.ai, a FinovateSpring Best of Show winner. Solda builds artificial intelligence sales representatives that help financial institutions boost revenue and cut costs by mirroring their best sales representatives at scale across phone, text, email, and chat channels. The technology resonated strongly with the Finovate audience because it addresses common challenges in scaling sales operations, including high costs, burnout, and inconsistent performance, while maintaining the human connection that's essential in customer interactions. For B2C applications, Solda's AI can handle the entire sales process from initial outreach to closing deals, including post-call tasks like updating CRMs. For B2B scenarios, the AI focuses on initial conversations, qualifying leads, and setting meetings with human sales representatives. The company emphasizes transparency about AI use while noting that less than 1% of customers actually ask if they're speaking with AI. Solda works closely with clients to train the AI on both what to say and what not to say, which is particularly important in heavily regulated industries like banking. Looking to the future, Solda aims to improve its AI's capabilities to consistently outperform human sales representatives and leverage conversation data to provide richer analytics for clients. The company had insightful conversations at FinovateSpring about potential applications in wealth management and insurance. Rather than replacing human teams entirely, Solda focuses on automating repetitive, mundane tasks that cause burnout and inconsistent performance, allowing human employees to focus on more strategic work like handling escalations and high-priority conversations. The goal is to help organizations transform to work alongside AI while giving human employees more purposeful roles. More info: Solda.ai: https://www.solda.ai/fintech; https://www.linkedin.com/company/solda-ai/ Andrew Reese: https://www.linkedin.com/in/andrewpreese/ 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 #AIPodcast #FinancialServices #BankingInnovation #FinTech #sales #data #AIExecution #DigitalTransformation #AI #innovation #financialservices #finovatespring

In this episode of the Transform Sales Podcast, Amir Reiter, Founder and CEO at CloudTask, talks with Jen Steele, Co-Founder and CEO at SoundGTM. They discuss how SoundGTM enables B2B startups and sales teams to scale pipeline efficiently through automated referral partnerships. Jen shares insights into the pain points of managing referral and affiliate programs manually, emphasizing how SoundGTM simplifies commission tracking, partner payments, and integration with popular CRMs like HubSpot, Salesforce, and Pipedrive. Discover how SoundGTM can streamline your partner referrals, drive predictable revenue, and significantly reduce operational headaches. Try SoundGTM here: https://software.cloudtask.com/soundgtm-88530b #OutboundSales #ReferralMarketing #SalesPartnerships #B2BGrowth #SoundGTM

Featuring Josh Kashorek, Five Q Recorded live at the Digital Ministry Conference 2025.In this insightful session from the 2025 Digital Ministry Conference, Josh Kashorek—Director of Marketing at Five Q—invites ministry marketers into the world of unified data strategy. Using the analogy of a puzzle, Josh challenges ministries to think beyond their CRMs and instead explore how disconnected data across platforms is limiting their ability to truly understand audience behavior.With humor, clarity, and deep experience in performance marketing, Josh shares how many ministries are sitting on a goldmine of underutilized insights. Drawing from a case study analyzing over 225 million data points across 3,000 tables, he uncovers surprising behavioral trends—such as how those who download multiple lead magnets are exponentially more likely to give, purchase, and engage in discipleship activities.For ministry marketers, this session offers rich takeaways:Why your CRM is just one piece of the audience puzzleHow to identify highly engaged users—and why that matters for retention and givingThe importance of asking the right strategic questions before building your data infrastructurePractical steps to break down data silos and start seeing your audience more clearlyIf your ministry team is wrestling with fragmented data, unclear user journeys, or missed opportunities for deeper engagement, this podcast is for you. Josh doesn't just highlight the challenges—he offers a roadmap forward. Whether you're just beginning to think about audience insights or you're ready to build predictive models, you'll walk away with practical steps to unify your data and multiply your impact.Resources Mentioned in The Episode:Five QMinistry Impact PlatformContent Marketing Institute 2024 BenchmarksConnect With Josh Kashorek:LinkedIn: Josh Kashorek

In this episode, Jamie and special co-host Brodrick Lothringer explore how artificial intelligence is reshaping the future of financial advising—with insight from John Connell, Co-founder and CEO of Focal.While many tools promise efficiency, Focal delivers real transformation: AI agents that work across platforms—planning tools, CRMs, and more—to take real action, not just notes. With up to 15 hours saved each week, advisors can grow their client base and focus on the human side of the business.John also explains how Focal is tackling critical concerns around data privacy and compliance through stateless design and enterprise-grade security. We discuss why in-person meetings may actually grow in value, how firms are protecting their proprietary data, and what it takes to stay competitive in an AI-driven landscape.If you're curious about what meaningful AI integration really looks like—or how to future-proof your firm while keeping clients front and center—this conversation is for you.Connect with us below!John Connell on LinkedInFocalJamie Hopkins on LinkedIn FinServ Foundation Brodrick Lothringer on LinkedIn PodPonyIf you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.>>FinServ Foundation Website

In this episode, Nick Boddington focuses on a hot topic in Meta advertising: Facebook Instant Forms vs. Website Lead Forms. He shares up-to-date insights on how Meta's lead generation tools are evolving and what advertisers need to consider when deciding between in-platform forms and directing users to external landing pages. We look at the pros and cons of Instant Forms, how they integrate with CRMs, and emphasises the importance of testing both formats due to Meta's ongoing changes.BUT THERE'S MORE...If you need help with your Facebook ads, then join The Ads Clinic Free Skool. Click here: https://www.skool.com/theadsclinic Follow me on Instagram to keep up to date with all the latest hacks: @nickboddington You can now watch the episode on Youtube!

In this episode, Marcus speaks with Avner Baruch about the invisible costs of misalignment in go-to-market functions and why focusing on traditional sales metrics like ARR and conversion rates often misses the point. Avner shares his journey into sales enablement and how it led him to develop a methodology called Project Moneyball, which digs beneath surface metrics to uncover the real issues. By factoring in soft skills, time management, and process adoption, this approach helps teams identify problems much earlier, often during onboarding, rather than waiting months for reports to catch up. Key Themes Explored:

In this episode of SmartBug on Tap, “From Guesswork to Greatness: Paid Media in the AI Era,” we dive into how AI is transforming digital advertising—and what marketers need to know to stay competitive. Join Paul Schmidt, VP of Marketing at SmartBug, and Louis-Claude Martin, a seasoned paid media expert at SmartBug, as they unpack the real impact of AI on campaign strategy, targeting, and performance. From the power of first-party data to the evolving role of media managers, this episode reveals how to shift from manual guesswork to data-backed greatness in the age of AI.

A long-awaited integration is finally here! REDX and Wise Agent unite to simplify your lead-to-client process. In this podcast, Curtis Fenn and Brandon Wise dive deep into the impact of this partnership and the power of CRMs in today's real estate market.Here's what you will discover...• Why a CRM is more critical now than ever before• How the new REDX + Wise Agent integration works• Real-world tips for maximizing lead conversions with automationJump to these topics:

In this episode of Counsel to Counsel, Steve speaks with legal tech executive and former practicing attorney Ben Chiriboga, founding team member of Nexl, a legal CRM platform built specifically for law firms. Ben shares how Nexl is transforming how lawyers manage client relationships and streamline business development—and offers a candid look at his own journey from litigator to legal tech entrepreneur.

In this episode, host Matt Jones sits down with Erick Vargas, entrepreneur and co-founder of Followup CRM, for a deep dive into the world of customer relationship management (CRM) in the construction and trade industries. Kicking off the first podcast of 2025, Matt and Erick unpack the evolving role of CRMs—from their origins as lead and sales tools, to their vital importance in streamlining operations, improving communication, and scaling businesses.Erick shares his journey developing Followup CRM, a platform specifically designed for contractors that emerged out of real-world frustrations with generic software. Together, they explore the critical differences between CRMs, job management, and project management software, and discuss why so many businesses lose sales simply by failing to follow up with leads. With practical anecdotes, industry stats, and insights into integrating new tech, this episode is a must-listen for anyone looking to future-proof their trade business and build company value through smart systems and processes.Whether you're a business owner, salesperson, or just interested in construction technology, you'll find plenty of actionable takeaways on maximizing your pipeline, optimizing your team, and driving real growth.Listen to the video version of this podcast at https://youtu.be/2AChnrdchRs 00:00 "Streamlining CRM in Trade Biz06:19 "Importance of Persistent Follow-Up07:32 Maximize Follow-Up for Sales Success11:48 Instant On-Site Quoting Boosts Conversions13:37 "Improve, Don't Settle"20:24 "CRM's Impact on Construction Businesses"23:47 Transforming Knowledge into Scalable Systems25:39 Embracing and Adopting Technology30:03 "Team Collaboration Enhances Customer Success"Enjoyed the podcast? Take your trade business to the next level by incorporating AI! Don't get left behind—explore Tradie Hub at tradiehub.net. Discover game-changing AI solutions designed to boost efficiency and growth for trade businesses worldwide. Check it out today!  Enjoyed the podcast? Take your trade business to the next level by incorporating AI! Don't get left behind—explore Tradie Hub at tradiehub.net. Discover game-changing AI solutions designed to boost efficiency and growth for trade businesses worldwide. Check it out today!

What do construction sites and luxury vacations have in common? A lot more than you'd think! This episode explores the parallels between project management and travel advising with Curated by Cara founder and Travel + Leisure Rising Star, Cara Donleavy. Cara shares how her background managing multi-million dollar construction sites laid the foundation for her booming luxury travel business. From timelines and budgeting to risk management and client communication, she brings a project-based mindset to every itinerary she creates, ensuring each trip runs as seamlessly behind the scenes as it feels to her clients. Hear how she transitioned from part-time to full-time advisor, the systems and tools that keep her business running smoothly, and how she approaches budgeting, boundaries, and scaling with intention. Press play to learn why every trip deserves a project plan, and how that mindset can take your business to the next level! About Cara Donleavy: Cara is the founder and proud owner of Curated By Cara, a luxury travel company specializing in bespoke itinerary design. Since launching her business in 2022, she has been dedicated to crafting unforgettable experiences tailored to each traveler's unique style and preferences. Based in Boston, MA, Cara works with families, couples, and groups to curate dream vacations that are seamless, inspiring, and stress-free. At Curated By Cara, the mission is simple: take the stress out of travel planning and replace it with pure excitement. The team handles all the details—research, booking, and beyond—specializing in luxury accommodations and thoughtfully curated experiences you won't find just anywhere. curatedbycaratravel.com @curatedbycaratravel Today we will cover: (04:30) How project management laid the groundwork for a travel business (07:20) Applying timelines, budgets, and structure to luxury itineraries (19:40) Risk management in travel; planning for the unexpected (21:15) Cara's client communication process (28:25) Handling client pushback and setting expectations (33:50) Attracting and working with high-profile clients (36:10) Implementing boundaries (40:25) Recommended tools: CRMs, branding, and automation that support growth (42:45) Growing your team and building a scalable business (46:40) Balancing creativity and processes JOIN THE NICHE COMMUNITY An interactive membership for travel advisors wanting the community, education, & support to grow their business. VISIT THE TEMPLATE SHOP Create an enjoyable booking experience for every one of your travel clients. EXPLORE THE PROGRAMS Self-paced style courses for the modern travel advisor. FOLLOW ALONG ON INSTAGRAM @TiqueHQ

In this episode, Trey and Micah ask the question every producer eventually wrestles with:Does size really matter?We're talking book size, account revenue, floor-setting, and the mental games that come with chasing whales vs. stacking solid mid-market wins.Micah breaks down how he closed 7 clients in under 30 days—without landing a single “whale.” Meanwhile, a buddy of his who crushed year one is now scrambling after losing both his biggest accounts… to no fault of his own.You'll hear:The real risk of going whale-only (and why you need diversification)What a $100K month of mid-market wins looks likeHow to set your revenue floor—and when to raise itWhy big accounts don't always mean big serviceHow to use tools like Insurance Xdate to pre-qualifyWhy your ideal account size is relative to your goal (and your split)Plus: Micah returns to the golf course after a six-month layoff, goes full Jim Venetos, and drops an 84 after starting quad-double

In this powerhouse panel hosted by Faith Crosgrove and Alex Chrisman, real estate leaders Katie O'Keefe and Carlos Pichardo reveal the secrets behind building a thriving referral-based real estate business. From the value of community involvement to the role of CRMs, events, and digital tools, this episode is packed with actionable advice for agents at every stage. Whether you're new to the industry or ready to scale your brokerage, you'll learn exactly how to deepen relationships and keep referrals flowing.   What you'll learn from this episode Strategies to build trust through consistent client engagement and value-driven follow-up Why community involvement and charity events generate long-term referrals The art of asking for business without sounding salesy Tech tools, CRMs, and AI platforms that keep you top of mind How to future-proof your business in a rapidly changing real estate landscape   Resources mentioned in this episode Business Network International ChatGPT Homebot myhomeIQ Raving Fans by Ken Blanchard and Sheldon Bowles | Paperback and Hardcover The Millionaire Real Estate Agent by Gary Keller | Paperback and Kindle   About Katie O'KeefeKatie O'Keefe, owner and broker of Dream Realty, has been helping buyers and sellers achieve their real estate goals for over 20 years. With a passion for people and a deep understanding of the market, Katie specializes in making the buying or selling process enjoyable, empowering, and far less overwhelming. Her boutique approach allows for exceptional service and competitive commission rates, all while turning clients into lifelong friends.   About Carlos PichardoCarlos Pichardo is the broker-owner of CAP Real Estate in the DMV area, DC, Maryland, Virginia, and an expert in referral growth, client education, and first-time homebuyer programs. With a background in telecom and a strong reputation for service, Carlos has become the go-to agent for multigenerational families.   Connect with Katie Website: Dream Realty LinkedIn: Katie O Keefe   Connect with Carlos Website: CAP Real Estate, LLC LinkedIn: Carlos Pichardo   Connect With UsLove what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected. Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil Stop waiting on underwriter emails or callbacks—TitleGPT.ai gives you instant, reliable answers to your title questions. Whether it's underwriting, compliance, or tricky closings, the information you need is just a click away. No more delays—work smarter, close faster. Try it now at www.TitleGPT.ai. Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold calling—just real opportunities. Get started at AlltechNationalTitle.com. Extra hands without extra overhead—that's Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.

In this episode of RevOps Champions, Brendon Dennewill sits down with Torben Rytt, a leader well-known for his success at Siteimprove and now as the founder of Gainbox. Torben brings a unique background, having moved from Europe to Minneapolis driven by both personal and professional opportunities. With deep roots in building and scaling data-driven businesses, Torben's journey reflects his ongoing commitment to leveraging technology, curiosity, and ownership as core tenets of leadership.The discussion centers around the pivotal role of data in driving organizational growth and effective sales strategies. Torben explains how, at Siteimprove, deliberate data collection and operationalization made a significant difference, allowing his teams to continually refine their approach and set themselves apart from competitors. Both speakers underscore the importance of not just amassing data, but actually using it to inform decisions, shape company culture, and define ideal customer profiles (ICP). Torben shares how curiosity pushed his teams to seek out unique data points and patterns, going beyond industry basics to truly understand why some customers thrive while others churn.As the conversation evolves, Torben outlines how emerging technologies like AI are transforming CRM and sales operations. He describes Gainbox as the toolset he wishes he had earlier in his career—a scalable, AI-powered platform for uncovering actionable data signals and keeping CRMs efficient and up-to-date. The episode wraps up with advice for RevOps leaders: remain open to experimentation, make bold leadership decisions rooted in company values, and focus on intelligent, targeted outreach rather than generic, high-volume tactics. The result is a refreshingly practical perspective on preparing businesses for the next wave of technological innovation in revenue operations.Find more at revopschampions.com

Discover the $10K mistake every real estate investor should avoid and how to build a strategic investment portfolio that leads to generational wealth! In this episode of the REI Mastermind Network, Ryan Grafton shares his journey from DIY renovations to scaling multifamily assets and syndication deals. Learn about his most costly errors, the benefits of hiring a coach, and why mindset and accountability are crucial in real estate investing.Key takeaways from this inspiring and educational discussion:The importance of property inspections and avoiding costly surprises.How strategic renovations and leveraging the BRRRR method can grow your portfolio.Why coaching and mastermind groups are game-changers for real estate investors.Actionable insights on scaling your business with multifamily assets and syndication.Building systems like CRMs and hiring VAs to save time and boost efficiency.Connect with Ryan Grafton and follow his expertise at Grafton Capital on Instagram to learn more about leveraging real estate for generational wealth.

“It's not just about moving from PBX to VoIP anymore. It's about delivering tools customers can't live without.” – Spencer Lee, CEO, Telin In this episode of Technology Reseller News, publisher Doug Green sits down with Spencer Lee, CEO of Telin, for an in-depth discussion on how Telin is redefining value for MSPs, resellers, and partners through its expanding App Store ecosystem. Founded in 1991 and now operating across Canada, the U.S., and Australia, Telin has long focused on providing its partners with best-of-breed unified communications solutions. But as customer demands have shifted beyond price and call quality, Telin has responded with a new mission: help partners reduce churn by delivering fast, integrated, and highly relevant services through its curated App Store. Lee explains how customer retention is no longer about lowering costs—it's about delivering the right integrations and tools, from CRMs to AI-enabled scheduling systems. Drawing on insights from a network of over 1,000 resellers, Telin has identified the true drivers of churn and is proactively adding pre-vetted applications to address them. Recent integrations include solutions like ServiceTitan and Zenoti, along with proprietary analytics dashboards and wallboards. Whether internally developed or brought in from mature third-party providers, all App Store offerings meet Telin's standards for performance, compliance, and usability. The result: resellers gain instant access to industry-specific solutions that can help them pivot into new verticals with confidence and speed. “We want our partners to focus on what they do best—delivering excellent customer service,” said Lee. “We'll take care of the backend, integrations, and infrastructure.” Lee also shares how Telin's App Store strategy reflects a broader trend across the UC and CC landscape: moving beyond voice to value. The tools now define the offering, not just the phone system. Partners who deliver integrated, business-advancing solutions—rather than just voice savings—can command better margins and enjoy deeper customer loyalty. To learn more about Telin and its App Store, visit: https://telin.com.

Send us a textCRM systems generally center around four main suites—sales, marketing, customer service, and field service—often enhanced by contact center capabilities, though smaller platforms may streamline their offerings to focus primarily on marketing and lead generation. While enterprise-grade CRMs tend to offer robust, native support for complex features like CPQ and subscription management, smaller solutions often rely on third-party integrations to meet industry-specific needs. In this context, Keap stands out as a CRM designed specifically for small businesses, prioritizing simplicity, marketing automation, and affordability over extensive transactional or field service functionalities. Its position in the CRM landscape reflects a clear trade-off: it may lack the depth of enterprise tools, but excels in providing an accessible, all-in-one solution for small teams aiming to streamline customer engagement and growth.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Keap's capabilities. We covered many grounds including where Keap might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Keap.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

Let's dive deep into how healthcare organizations can leverage HubSpot to modernize their marketing, sales, and service operations while staying compliant with ever-evolving healthcare regulations, including HIPAA. Join SmartBug HubSpot experts Paul Schmidt and Casey Peddicord as they explore: ✅ Why more healthcare orgs are adopting HubSpot now than ever before ✅ What HubSpot's HIPAA compliance means for storing PHI and building forms ✅ Real-world examples from medical device companies, vein clinics, and more ✅ How healthcare CRMs integrate with EHR/EMR systems like Epic and Athena ✅ What to look for in a HubSpot partner (including compliance credentials) ✅ Implementation timelines, permissioning best practices, and success metrics Whether you're a marketing leader, IT stakeholder, or operations exec in healthcare, this conversation is packed with insights on how to reduce tool sprawl, improve visibility, and scale securely with HubSpot.

In this episode, David and Steve sit down with Davis Howatt-Lambert, VP of Marketing at Jonas Hospitality, to unpack how technology and human connection can co-exist in the future of hospitality. Davis shares his career journey from political science to hospitality tech, his love of golf and rock climbing, and how growing up in Edmonton shaped his leadership style.They explore Jonas Hospitality's unique "buy and hold" model, the evolution of guest experience through personalization and data, and why CDPs (Customer Data Platforms) might soon outshine CRMs. From AI and automation to personalized spa itineraries and self-service kiosks, Davis breaks down how hotels can enhance efficiency without losing the soul of hospitality.Tune in to learn:The real difference between AI hype and AI value in hotelsHow Jonas Hospitality is creating a best-of-both-worlds platformWhy personalization isn't a luxury—it's the new standardWhat hotels can do today to set better guest expectations tomorrowWatch the FULL EPISODE on YouTube: https://youtu.be/5x3NCfFP53QThis episode is sponsored by Jonas Hospitality: https://www.jonashospitality.com/Join the conversation on today's episode on The Modern Hotelier LinkedIn pageThe Modern Hotelier is produced, edited, and published by Make More MediaLinks:Davis on LinkedIn: https://www.linkedin.com/in/davis-howatt-lambert-a13966a8/Jonas Hospitality: https://www.jonashospitality.com/For full show notes head to: https://themodernhotelier.com/episode/157Follow on LinkedIn: https://www.linkedin.com/company/the-...Connect with Steve and David:Steve: https://www.linkedin.com/in/%F0%9F%8E...David: https://www.linkedin.com/in/david-mil.

In this episode of The Note Closer Show, we dive deep into the best practices for reaching out to asset managers and how to distinguish yourself from the competition. Learn how to craft a professional image, avoid common pitfalls, and build credibility. We also share insights on the importance of a strong online presence, including LinkedIn and email marketing strategies.Key Topics Covered:Identifying Joker Brokers: Learn how to spot illegitimate contacts and avoid wasting time on unproductive leads.Building a Professional Image: Tips on creating a professional LinkedIn profile, email account, and website.Effective Outreach Strategies: How to use CRMs and email blasts to reach asset managers, plus the importance of follow-up.Passing the "Smell Test": Ensuring you and your contacts appear legitimate and trustworthy through online presence and background checks.Leveraging Social Media: The importance of consistent posting and updating profiles with relevant content like articles, case studies, and property pictures.Networking and Due Diligence: How to research potential contacts and verify their credentials to ensure they are serious buyers or sellers.The Importance of a Clean Online Presence: Get rid of messy stuff. Clean up the emails and make sure everything looks professional.This episode provides actionable advice for note investors and real estate professionals looking to improve their outreach and establish themselves as credible players in the industry. Whether you're just starting out or looking to refine your strategies, this episode is packed with valuable insights.Watch the original VIDEO HERE!Book a call with SCOTT HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

In this episode, Dave and Jamison answer these questions: I work for a B2C fintech startup as a senior engineer. Our onboarding funnel has a lot of moving parts due to regulatory compliance and a litany of requirements from various parts of the business. As a startup, we also live and die by optimizing for and demonstrating growth, so we need to gather data from our product and pipe it to various analytics platforms. Finally, we need to offer customer support for high-touch edge cases. All of this is connected together in a very patchwork way between our own code and various secondary and tertiary systems (CRMs, CDPs, data warehouses, etc). I am torn between two ideas. One is that we may very well be doing something “state of the art” in terms of integrating all of this together. The other is that we are engaging in wheel reinvention on a massive and incredibly wasteful scale. I have no way of knowing though, because I am having such a hard time finding holistic accounts from anyone who has done something like this. My gut says that this is something dozens, if not hundreds of companies have had to build at some point, but I don't know where to find people talking about it. How do I find documented, real-world case studies for how to build a complete package like this? Everything resource I can find online is a myopic, narrow slice of the entire pie focused on only one aspect of the problem. No one is talking about how you integrate e.g. a sane and scalable analytics stack with a fast evolving product. All they want to talk about is how to make a “webscale backend” or “do growth hacking” while assuming someone else is going to draw the rest of the owl. Where do I go to find these people or these resources? Maybe these constitute some form of “trade secrets” - does anyone even want to give this information up freely? If my higher-ups saw me go outside the company for resources, would _they_ think I'm leaking important secret sauce? Sorry that got so long. I love the show! Keep being awesome. I've been at my company for about four years, and I'm currently a senior engineer. When I first joined as a mid-level engineer, there was a certain tech lead who wasn't exactly known for his warm personality. On my very first day, I joined a Zoom call and witnessed him verbally berating someone. This type of behavior was fairly common at the time and earned him quite the reputation as a jerk, though thankfully it became less frequent over the years. Fast forward to today, and he's genuinely transformed. The intensity has dialed way down; he's now approachable, supportive, and even recently earned a promotion to engineering manager. It's honestly been impressive to watch. We have a friendly relationship, and I'd like to acknowledge his growth because I genuinely admire it. But here's the catch: How do I, as someone junior to him, respectfully bring this up without accidentally implying, “Hey, congrats on no longer scaring everyone at work”?