Podcasts about delivering value

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Best podcasts about delivering value

Latest podcast episodes about delivering value

C.O.B. Tuesday
"You Have To Earn It Every Day" Featuring Mark Lashier, Phillips 66

C.O.B. Tuesday

Play Episode Listen Later Apr 29, 2025 59:20


Today we had the distinct pleasure of hosting Mark Lashier, Chairman and CEO of Phillips 66. Mark joined Phillips 66 as President and COO in 2021 and assumed the CEO role in July 2022. Prior to that, he served as the President and CEO of Chevron Phillips Chemical Company (CPChem), where he held several senior leadership roles, including Executive Vice President of Olefins and Polyolefins, Senior Vice President of Specialties, Aromatics and Styrenics, and Vice President of Corporate Planning and Development. Mark began his career at Phillips Petroleum and holds a doctorate in Chemical Engineering. Beyond his leadership at Phillips 66, he serves on the Executive Committee of the American Petroleum Institute and is a Board Member of the Greater Houston Partnership and several other nonprofit organizations. Mike, Arjun and I were thrilled to host Mark for this Special Edition to discuss Phillips 66's recent performance, his strategic vision for the company, insights into today's energy landscape, and the ongoing debate with Elliott Management. In our discussion, Mark shares background on his career and transition to CEO, his early priority of addressing improvements in Phillip 66's refining segment, and the cultural transformation to re-instill pride and competitiveness amongst refiners, which involved engaging employees at all levels and investing in strategic capital projects to fix operational bottlenecks and improve reliability and earnings. We discuss Bob Pease's addition to the board, who was originally nominated through Elliott's engagement, and how he shifted from being skeptical to supportive of the company's strategy, execution, and focus on shareholder returns. We explore the history and structure of CPChem, the benefits of Phillips 66's integrated business model during times of volatility and potential downturns, and the company's industry-leading safety performance, which ties safety directly to employee compensation. Mark shares his perspective on why maintaining a diversified portfolio across refining, midstream, and chemicals is strategically and financially advantageous, as well as the optimization and regulatory advantages of an integrated structure. We touch on Phillips 66's strong ROCE versus peers, activist pressure to sell midstream assets for a higher multiple, growth across their midstream business, and broader global trends toward integration rather than asset breakups. Mark highlights the company's refining performance improvement, the rationale behind merging PSXP and DCP assets, efforts to attract generalist investors back to the energy sector by demonstrating consistent earnings, Phillips 66's philosophy of keeping assets “for sale every day” to ensure focus on shareholder value, and much more. We greatly appreciate Mark for sharing his candid insights into a complex and highly public debate. As you will hear, we reference a few items in the discussion. Phillip 66's Investor Relations presentation entitled “Delivering Value & Demonstrating Commitment,” released Monday, April 28, is linked here. Veriten's COBT episode featuring Doug Terreson is linked here. Thanks to Mark for joining us for an insightful discussion and thanks to you all for your friendship and support!

The Customer Success Pro Podcast
The Anti Check-In: How to CSM on a Daily Basis to Drive Value and Expansion with Melanie Faye

The Customer Success Pro Podcast

Play Episode Listen Later Apr 2, 2025 52:19 Transcription Available


Send us a textIn this episode of the Customer Success Pro Podcast, host Anika Zubair speaks with Melanie Fay, an enterprise Customer Success Manager at Goldcast. They discuss Melanie's journey in customer success, her transition between various roles, and her innovative approach to customer engagement known as the 'anti-check-in.' Melanie shares her experiences managing a large book of business, the importance of delivering value in customer interactions, and strategies for understanding customer goals and outcomes. The conversation emphasizes the need for CSMs to adapt their approaches to meet the evolving needs of customers and to provide meaningful engagement beyond traditional check-in calls. In this conversation, the speakers delve into the evolving landscape of customer success, emphasizing the importance of understanding customer needs, effective engagement strategies, and the transition from traditional check-in calls to value-driven discussions. They discuss the significance of frameworks for customer conversations, the role of storytelling in enhancing customer relationships, and the necessity of taking ownership and leadership within the customer success domain. Additionally, they explore practical tips for managing a large book of business through segmentation and the importance of being creative and adaptable in communication strategies.Enter the Planhat Giveaway!Win an all-expenses-paid trip to Planhat Open: www.planhat.com/giveawayTimestamps: 00:00 Introduction01:52 Melanie Fay's Journey in Customer Success06:01 Transitioning Between Roles and Companies10:00 The Anti-Check-In Approach13:13 Managing a Large Book of Business17:03 Delivering Value in Customer Interactions21:13 Understanding Customer Goals and Outcomes25:02 Innovative Strategies for Customer Engagement27:00 Understanding Customer Needs and Engagement30:08 Frameworks for Effective Customer Conversations33:04 Transitioning from Check-Ins to Value-Driven Discussions35:06 The Role of Storytelling in Customer Success39:04 Taking Ownership and Leadership in Customer Success43:14 Segmenting and Managing a Large Book of Business47:03 Key TakeawaysConnect with Anika:LinkedInYouTubeTikTokInstagramWebsite: thecustomersuccesspro.comCoaching with Anika: CSM RevUP AcademyConnect with Melanie Faye:https://www.linkedin.com/in/melanie-faye/I'm Melanie, a CSM living on a small island on the East Coast in Canada. After running my own business for years, I knew when I landed my first CS role that it was meant to be. I've been working in Customer Success for nearly 4 years and have been fortunate enough to gain experience in different industries like digital events, HR tech and accounting tech. Most recently, I was supporting mid-market customers at Keeper.app and am now moving into an Enterprise role at Goldcast. I'm excited to get back to my roots in the events industry! When I'm not listening to CS podcasts, meeting with my mentor or having coffee chats with others in tech, you can find me spending time with my two Labradoodles (Charlie and Lottie), on a paddleboard in the summer or hiking through snowy trails in t Podcast Editor: https://podcastmagician.com/

All Business. No Boundaries.
Delivering Value for Toshiba: An Inside Look at a Decade of Partnership 

All Business. No Boundaries.

Play Episode Listen Later Mar 25, 2025 30:40 Transcription Available


In this episode, join Steven Tungate, Vice President & General Manager, Supply Chain Management, Service and Innovation, Toshiba and George Kanupka, Vice President, LLP Services at DHL Supply Chain, as they discuss the decade long partnership between Toshiba and DHL, emerging technologies and how DSC provides value through transportation. 

NETWORK MARKETING MADE SIMPLE
A Shortcut To Getting More Sales

NETWORK MARKETING MADE SIMPLE

Play Episode Listen Later Jan 31, 2025 36:47


Don Lazzari is President of Delivering Value, a sales performance consulting company that focuses on helping entrepreneurs and their companies sell more effectively and build sales teams that deliver growth. Since 2010, he has worked closely with a wide variety of organizations in software and technology, advanced analytics, manufacturing, supply chain, logistics, and healthcare. His new book, “Entrepreneurs' Sales Secrets Revealed” provides a curated collection of the sales knowledge successful entrepreneurs have leveraged over the past 15 years to help their companies grow. Don holds a Master of Business Administration from the University of Pittsburgh Katz Graduate School of Business and a Bachelor of Arts in Writing from the University of Pittsburgh. Connect with Don here: https://www.linkedin.com/in/don-lazzari/ www.deliveringvalue.com Want to work with myself and Nancy for the next year to skyrocket your business and master LinkedIn? Then grab a time on our calendar here before the doors to our group coaching program close this Monday, February 3rd: https://scottaaron.as.me/expertauthorityconsult

The Fitness Business School with Pat Rigsby
BONUS EPISODE - Build Around What Won't Change...Not TikTok

The Fitness Business School with Pat Rigsby

Play Episode Listen Later Jan 24, 2025 10:01


Ready to grow your clientele & revenue? Download "The 20 Client Generators" PDF now and get instant access to strategies that will fill your calendar with potential clients. No complicated tech, no lengthy processes—just real strategies that work. https://info.patrigsby.com/20-client-generators   Do you want to stop chasing leads and start attracting them instead?   Get Instant Access To The Weekly Client Machine For Just $5.00!   https://patrigsby.com/weeklyclientmachine   Get Your FREE Copy of Pat's Fitness Entrepreneur Handbook!   https://patrigsby.com/feh --- In this BONUS episode of the Fitness Business School podcast, Pat discusses how to build a durable fitness business by focusing on fundamental principles that never change. He covers the importance of connection, convenience, value, trust, and growth. Pat also reflects on the evolution of social media and marketing platforms over the years, emphasizing the need to build a rock-solid foundation to adapt to changing trends. Finally, he introduces an Ideal Business Diagnostic aimed at helping fitness business owners pinpoint their next steps for growth and improvement. 00:00 Introduction to Building Around Constants 00:28 The Evolution of Social Media Platforms 01:40 Timeless Business Foundations 02:24 The Importance of Connection 03:31 Convenience as a Key Factor 04:13 Delivering Value to Customers 05:18 Building Trust with Your Audience 05:51 The Desire for Personal Growth 07:22 Leveraging Technology and Trends 08:14 Conclusion and Special Offer

Product Talk
EP 495 - DUOS Chief Strategy & Growth Officer on Delivering Value-Based Care Through Customer-Centric Innovation

Product Talk

Play Episode Listen Later Jan 13, 2025 47:04


What do product leaders need to consider to deliver value-based care through customer-centric innovation? In this podcast hosted by Chenny Solaiyappan, DUOS Chief Strategy and Growth Officer Jenn Kerfoot shares insights on the evolving healthcare landscape, the role of technology and data, and her advice for aspiring healthcare entrepreneurs. Tune in to learn how Jenn is helping DUOS bridge the gaps in healthcare and deliver personalized, coordinated care.

The Business of Doing Business with Dwayne Kerrigan
69. Building a 12-Time Fastest Growing Company with Irfan Rajabali

The Business of Doing Business with Dwayne Kerrigan

Play Episode Listen Later Jan 8, 2025 76:41


In this podcast episode, Dwayne interviews Irfan Rajabali, from EB Box Company, about his journey from a corporate role to leading a family-owned business that became one of Canada's fastest-growing companies for 12 years in a row without a traditional sales team or a modern website. The discussion delves into key aspects of entrepreneurship, such as identifying market gaps, providing additional value, focusing on customer needs, and building scalable processes and teams. Rajabali shares insightful strategies for managing crises, emphasizing consistency, and continuously investing in technology and people to sustain growth. This episode offers an in-depth look at practical steps and mindset shifts necessary for business success, providing invaluable lessons for aspiring entrepreneurs and business owners.Time Stamps:00:00 Introduction01:32 Meet Irfan Rajabali02:26 Journey into the Family Business05:13 Navigating the 2008 Financial Crisis05:55 Focusing on the Food Sector06:32 Delivering Value to Clients09:37 Early Challenges and Consistency16:50 Evaluating Risk and Reward21:55 The Importance of Industry Size and Scalability30:31 Organic Growth and Client Relationships38:16 The Importance of Quality and Technology in Business38:57 Unpacking the Success of a Sales-less Company40:00 Transitioning to the Food Packaging Industry41:15 Understanding Customer Needs and Optimizing Production43:08 The Impact of Crisis on Business Strategy44:45 Building a Customer-Centric Business Model45:47 Scaling the Business: Processes and Teams56:26 Investing in Technology and Equipment01:07:51 The Entrepreneurial Journey and Business PhilosophyKey Takeaways• The importance of identifying market gaps and delivering consistent value• How to transition from a corporate career to running a family business• Strategies for scaling a business without a traditional sales team• The power of reinvesting profits for long-term growth• Building a customer-centric business model in the packaging industryStrategic Business GrowthCrisis-Driven Decision MakingUsed the 2008 financial crisis as an opportunity to identify market needsRecognized that food industry remained stable during economic downturnsFocused on solving specific customer pain points in food packagingValue Creation FormulaIdentified and filled gaps in service and deliveryMaintained 20% spare production capacity to handle urgent customer needsFocused on delivering all three elements: price, quality, and serviceCustomer-Centric ApproachBuilt direct relationships with customers as the business ownerProvided personal cell phone number to ensure immediate responseCreated systems to support consistent service deliveryScaling MethodologyFocused on removing internal bottlenecks before external growthInvested in technology and equipment that adds customer valueBuilt robust processes before expanding customer baseNotable Quotes"Ultimately entrepreneurship, at least in my journey, was about showing up, about having some consistency, about understanding that problem and the values that existed.""The box in and of itself is somewhat of a commodity. It was about delivering that value that allowed them to accept orders, to allow them to react to changes in the market that allowed them to grow.""Being an entrepreneur is probably the most expensive MBA he could have paid for.""I remember telling my wife, I'm going to close my eyes, put my head down and work at this till I'm 40.""If

CEO Sales Strategies
Sales Success Secrets: Scaling Teams And Driving Growth With Don Lazzari [Episode 167]

CEO Sales Strategies

Play Episode Listen Later Dec 31, 2024 40:05


Success in sales begins with understanding your customer's needs and crafting a clear, memorable message. Doug C. Brown welcomes Don Lazzari, President of Delivering Value, to share practical insights for achieving sales success. From mastering the art of selling solo to building and scaling a high-performing sales team, this episode is packed with actionable advice for entrepreneurs and sales leaders alike. Discover why the "big three" messaging strategy is key, how to hire top sales talent, and why customer success stories should be at the heart of your sales process. If you're ready to transform your approach and drive meaningful growth, this conversation is for you.In this episode, you will learn:● The importance of crafting a memorable "big three" messaging strategy for sales success● How to identify and hire top-performing sales talent to grow your business● Why customer success stories are crucial for building trust and driving salesFor the first 10 individuals who sign up and mention CEO Sales Strategies in the comments on this page, Don is offering 50% off the price of any of the three Entrepreneurs' Sales Secrets Revealed online workshop groups!

Path to Mastery
The 3 Most Common Selling Mistakes And How to Fix Them - Episode #408 with Don Lazzari

Path to Mastery

Play Episode Listen Later Dec 9, 2024 47:01


As the President of Delivering Value, a sales performance consulting company, Don Lazzari has spent 15 years helping entrepreneurs and businesses build high-performing sales teams and sell more effectively. With a background in leading sales teams across industries such as software, healthcare, logistics, and advanced analytics in North America and Europe, Don brings a wealth of experience to his clients. He is the author of Entrepreneurs' Sales Secrets Revealed, a book offering actionable strategies for scaling businesses, and has shared his expertise as a guest on podcasts like The Sales Podcast and CEO Sales Strategies. Holding an MBA and a BA in Writing from the University of Pittsburgh, Don combines practical sales insights with clear communication, empowering businesses to manage sales performance and focus on growth.   Connect with Don LinkedIn - https://www.linkedin.com/in/don-lazzari/ Substack - https://substack.com/@donlazzari Book Link - https://www.amazon.com/Entrepreneurs-Sales-Secrets-Revealed-Lazzari/dp/B0D1JF8295/ref=sr_1_1?crid=2PWYWUF8PIVM2&dib=eyJ2IjoiMSJ9.BANh9n3GMtDbY84dZI3ya_x37cujW4sDiFpvgalWnMdttSekJ0vRFye0wkaZzoqz2G9Cnqhjd-cafd-GMvsbI7MzmINsGaNcFT1_rnlQaK0u3ds_AMRIE64KFjzB1p   Connect with David Public Website: www.davidihill.com  Real Estate University: www.realestateuniversity.club  Facebook: https://www.facebook.com/davidihill/  LinkedIn: https://www.linkedin.com/in/davidihill  20-Minute call: https://www.davidihill.com/strategycall  

Connected FM
Delivering Value in FM: Balancing Cost, Care, and Client-First Strategies

Connected FM

Play Episode Listen Later Dec 3, 2024 33:56


Today host Ross Green, Head of Business Development & Commercial Management at C&W Services, sits down with Shanil Patel, the Senior Director at Cushman & Wakefield, and Charles Ng, the Vice President of Innovation and Technology at Primech A&P. Together they explore the commercial aspects of facility management (FM), focusing on the balance between manpower and technology. The discussion covers training, managing costs and client expectations, highlighting post-COVID challenges, government regulations, and the shift towards outcome-based contracts. Connect with Us:LinkedIn: https://www.linkedin.com/company/ifmaFacebook: https://www.facebook.com/InternationalFacilityManagementAssociation/Twitter: https://twitter.com/IFMAInstagram: https://www.instagram.com/ifma_hq/YouTube: https://youtube.com/ifmaglobalVisit us at https://ifma.org

The Astonishing Healthcare Podcast
Best of '24! AH001 - Building a PBM: Tech, Navigating Growth, and Delivering Value with AJ Loiacono

The Astonishing Healthcare Podcast

Play Episode Listen Later Nov 29, 2024 40:26


Our first "Best of" Astonishing Healthcare podcast episode goes back to the beginning. For those who have been listening, "Thank you!" - we'll be back with a new episode next week. For new listeners, A LOT has happened since our co-founder and CEO AJ Loiacono kicked things off, including, but not limited to:New York City FC and Capital Rx Announce Sleeve PartnershipPrime Therapeutics and Capital Rx Enter Into Transformative Strategic AllianceCapital Rx's Customer Care Team Wins 5 Stevie® Awards for Customer ServiceCapital Rx Launches Never Move Again™, Enabling Self-Funded Plan Sponsors to Perpetually Access the Best Drug Prices Without Ever Having to Reimplement a PlanReplay - Build a Lasting Pharmacy Benefit Strategy with Never Move Again™Fortunately, the overarching message/theme remains highly relevant, and AJ's experience and insights are always interesting to hear. Employer plan fiduciaries and health plans need aligned, focused, and unconflicted partners with next-generation technology to support their benefit programs (and operations) in a rapidly evolving environment. This goes well beyond just being transparent or passing through pharma revenue on the PBM side, which are bare minimum expectations at this point.All that said, Happy Thanksgiving, and if you like what you're hearing, please share the podcast with your network!For more information about Capital Rx and this episode, please visit Capital Rx Insights.

Growthmates
What 4 Years of Advising 35+ Companies Taught Me | Yuriy Timen (Advisor, Ex-Growth at Grammarly)

Growthmates

Play Episode Listen Later Nov 5, 2024 45:54


Welcome to Growthmates with Kate Syuma — Growth advisor, previously Head of Growth Design at Miro. I'm building Growthmates as a place to connect with inspiring leaders to help you grow yourself and your product. Here you can learn how companies like Dropbox, Adobe, Canva, Loom, and many more are building excellent products and growth culture. Get all episodes and a free playbook for Growth teams on our brand-new website — growthmates.club, and press follow to support us on your favorite platforms.Listen now and subscribe on your favorite platforms — Apple, Spotify, or watch on YouTube (new!).In this episode, we chat with Yuriy Timen, Advisor Ex-Growth Gramnarly. Yuriy shares his inspiring journey from corporate roles to becoming a sought-after growth advisor. With eight years at Grammarly, Yuriy helped scale the company to half a billion in revenue, leading a team of over 40 people in marketing and growth product. Since moving into advisory roles, he's worked with over 35 companies, like Airtable, Canva, Whimsical, Flo Health, bringing invaluable growth insights. In our conversation, Yuriy delves into the challenges of shifting from corporate to advisory work, the importance of setting boundaries, and the mindset shifts essential for independent success.—Brought to you by Command.ai — a user-focused platform offering an alternative to traditional popups or chatbots. Their AI “Copilot” answers questions, performs actions, and simplifies complex tasks. Use “Nudges” to guide users with timely, relevant messages, all within a no-code platform. Perfect for Product, Support, and Marketing teams to positively influence user behavior while respecting their needs:—Key highlights from this episode

Enterprise Podcast Network – EPN
Entrepreneurs' Sales Secrets Revealed

Enterprise Podcast Network – EPN

Play Episode Listen Later Nov 2, 2024 15:14


Don Lazzari, the President of Delivering Value, a sales performance consulting company that focuses on helping entrepreneurs and their companies sell more effectively joins Enterprise … Read more The post Entrepreneurs' Sales Secrets Revealed appeared first on Top Entrepreneurs Podcast | Enterprise Podcast Network.

People and Projects Podcast: Project Management Podcast
PPP 438 | Think Like a Customer: Delivering Value Through OKRs, with Jeff Gothelf

People and Projects Podcast: Project Management Podcast

Play Episode Listen Later Oct 7, 2024 32:37


Summary In this episode, Andy talks with Jeff Gothelf about the importance of OKRs (Objectives and Key Results) as a customer-centric goal-setting framework. Based on insights from Jeff's book Who Does What By How Much?: A Practical Guide to Customer-Centric OKRs, they explore the challenges leaders face in ensuring their teams work on the right priorities, the misconceptions surrounding OKRs, and the significance of measuring outcomes and value. Jeff emphasizes the need for organizations to focus on customer needs and behavior changes rather than just task completion. The discussion also covers how to implement OKRs effectively, starting small, and the potential for using OKRs in personal goal setting. If you've ever wondered how you and your team could better drive real value for your organization and customers, this episode is for you! Sound Bites "The true measure of the value of the thing that you deliver to your customer is measuring outcomes—meaningful changes in their behavior." "The deliverable is variable. You've got some ideas, some hypotheses about what you might make, but the measure of success is not the development and deployment of that thing—it's the behavior change." "You know you've written a good key result when it literally spells out: 'who does what by how much,' which is the name of the book." "Everyone's got a customer. The true measure of value is measuring outcomes, meaningful changes in their behavior. And that's applicable in every scenario." "It's infinitely easier for someone to just tell you what to do. Honestly, it's easier for the person telling you what to do, and for a lot of folks, they're just like 'tell me what to do, and I'll do it.'" "By the time we decide what to work on to the time that it actually comes out in the market, a lot of that consumer demand has moved on or shifted." "One of the biggest challenges is getting folks to start questioning whether the work they're doing actually solves a real problem in a meaningful way." "The incentives for a lot of teams are to produce a thing, and then they get measured, rewarded, and promoted based on that. Rarely do we ask: did anyone need that thing?" "Make them successful, respect their time, solve real problems in meaningful ways, and make it a delight to use." Chapters 00:00 Introduction 01:39 Start Of Interview 01:49 Why Do People Work On The Wrong Stuff? 04:07 Why Is It Difficult To Get Alignment, Collaboration, And Strategy Focus? 05:10 How Do You Like To Introduce People To OKRs? 07:46 What Are Some Common Misconceptions About OKRs? 10:41 How Do You Define Value? 13:05 What Do You Mean By An Outcome? 17:36 How Do You Go About Starting An OKR System? 20:48 Can OKRs Work For Teams If The Overall Company Doesn't Use Them? 24:35 End Of Interview 24:55 Andy Comments After The Interview 28:07 Outtakes Learn More To learn more about this topic, check out these episodes: Episode 328, with Terry Schmidt about LogFrames. It's different from OKRs, but it's another way to strategically think through the work we're doing. Episode 127, with Rob-Jan de Jong. It's a strategy book that can help with delivering a vision for an organization or team. You can learn more about Jeff and his book at JeffGothelf.com. AI for Project Managers and Leaders With the constant stream of AI news, it's sometimes hard to grasp how these advancements can benefit us as project managers and leaders in our day-to-day work. That's why I developed our e-learning course: AI Made Simple: A Practical Guide to Using AI in Your Everyday Work. This self-guided course is designed for project managers and leaders aiming to harness AI's potential to enhance your work, streamline your workflow, and boost your productivity. Go to ai.i-leadonline.com to learn more and join us. The feedback from the program has been fantastic. Take this opportunity to unlock the potential of AI for your team and projects. Thank you for joining me for this episode of The People and Projects Podcast! Talent Triangle: Business Acumen Topics: Project Management, OKRs, Leadership, Customer-Centric, Goal Setting, Business Strategy, Outcomes, Value Measurement, Implementation, Personal Growth The following music was used for this episode: Music: Underground Shadows by MusicLFiles License (CC BY 4.0): https://filmmusic.io/standard-license Music: Energetic Drive Indie Rock by Winnie the Moog License (CC BY 4.0): https://filmmusic.io/standard-license

AMA Marketing / And with Bennie F. Johnson
On being a marketing fanboy, the evolution of content marketing, and why we need to focus on delivering value

AMA Marketing / And with Bennie F. Johnson

Play Episode Listen Later Oct 2, 2024 45:57


Robert Rose, founder and Chief Strategy Officer of The Content Advisory and author, joins AMA's Bennie F. Johnson to talk about being a marketing fanboy, the evolution of content marketing, and why we need to focus on delivering value.

Value-Based Care Insights
Innovating Care Management through Operational Excellence Delivering Value

Value-Based Care Insights

Play Episode Listen Later Sep 30, 2024 27:01


Care management is crucial for adding value to value-based care, but gaining stakeholder buy-in on its significance can be challenging. While the return on investment for care management strategies is undeniable, the delayed realization of these returns can be daunting for financial leaders. In this episode of Value-Based Care Insights, Dan Marino sits down with Lisa Stockdale, the Director of Value-Based Care at Silver Cross Health Systems, to look at challenges, as well as the benefits, in implementing successful care management programs. Gain insights into the importance of leadership buy-in, technology, and reinvestment in effective and cost-saving care management programs.

HealthcareNOW Radio - Insights and Discussion on Healthcare, Healthcare Information Technology and More
VBC Insights: Dr. Lisa - Innovating Care Management through Operational Excellence Delivering Value

HealthcareNOW Radio - Insights and Discussion on Healthcare, Healthcare Information Technology and More

Play Episode Listen Later Sep 29, 2024 27:01


Ep 112- Dr. Lisa Stockdale - Innovating Care Management through operational excellence delivering value Care management is crucial for adding value to value-based care, but gaining stakeholder buy-in on its significance can be challenging. While the return on investment for care management strategies is undeniable, the delayed realization of these returns can be daunting for financial leaders. On this episode Dan sits down with Lisa Stockdale, the Director of Value-Based Care at Silver Cross Health Systems, to look at challenges, as well as the benefits, in implementing successful care management programs. Gain insights into the importance of leadership buy-in, technology, and reinvestment in effective and cost-saving care management programs. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

100x Entrepreneur
Is SaaS Dead? Or There is Too Much SaaS? SaaS Truths and Myths in 2024

100x Entrepreneur

Play Episode Listen Later Sep 1, 2024 76:24


SaaS is Dead. There is Too Much SaaS.The two most common proclamations about SaaS these days. But where is the truth?In this episode we analyse the State of SaaS in 2024. We discover new truths and uncover fundamental truths.From where is the money in SaaS to where is the market. From the challenges first time founders face to the mistakes second time founders make. We cover the heavy cost of not understanding brand marketing, why PMF is not a science, IPOs in India, The India SaaS Advantage, Pricing Innovation and so much more.Tune in for insights to power your SaaS strategy in 2024 and beyond.Timestamps:0:00 - Introduction1:06 - Where is SaaS in 20242:08 - Delivering Value is the Most Important Thing3:57 - AI is a Tool not a Magic Wand5:04 - SpotDraft's Super Growth5:36 - Is There Too Much SaaS?9:49 - Where is the Money?12:22 - Metrics, Metrics But No Vanity Metrics14:50 - Is There an India advantage for SaaS IPOs?17:18 - Pallav's lessons from Investing in 50+ SaaS companies23:30 - What First: Feature Parity or Pricing?25:24 - Where Are Category Creators SaaS Startups in India?28:02 - Has AI Changed Buyer Expectations30:24 - The Next SaaS Unicorns From India32:35 - Exploring Exit Options for Indian SaaS Unicorns35:01 - So Much to Learn From SaaS Startup Community37:19 - Why Do Second Time Founders Fail40:39 - PMF is Not a Science44:14 - SaaS is Dead?48:55 - Digital Marketing or Billboards?51:02 - The Cost of Not Understanding Brand Marketing54:44 - Is Europe a Good Market for SaaS Startups?59:36 - How to Expand Globally1:01:30 - To Be a US HQ or India HQ Company?1:05:01 - Pallav on Fusion Charts and Presentations dot ai1:09:00 - Discussion on replacing established SaaS products1:15:11 - Success in SaaS: Product vs Distribution___________________________________Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes. We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings. __________________________________Visit our Website: https://neon.fund/Follow us on Instagram: https://www.instagram.com/theneonshoww/Follow us on Twitter: https://twitter.com/TheNeonShowwFollow us on LinkedIn: https://www.linkedin.com/company/beneon/__________________________________Sponsor Shout OutLooking to build a differentiated tech startup with a 10X better solution? Prime is the high conviction, high support investor you need. With its fourth fund of $120M, Prime actively works with star teams to accelerate building great companies.To know more, visit https://primevp.in/

Remodelers On The Rise
The Benefits of Cost-Plus Pricing

Remodelers On The Rise

Play Episode Listen Later Aug 22, 2024 47:33


Tune in as Kyle Hunt, host of Remodelers On The Rise, interviews Steve Tankersley, the owner of Tankersley Construction on his journey into the remodeling industry. After working in commercial construction, he decided to start his own remodeling business in 2018. Steve emphasizes the importance of the fundamentals in running a successful business, such as responsiveness and reliability. He also values the freedom and flexibility that owning a business provides, allowing him to spend more time with his family. Steve discusses his transition from fixed-price contracts to cost-plus contracts, which offer more transparency and build trust with clients. He provides insights into his cost-plus approach, including setting goals for net profit, accurately estimating project costs, and itemizing direct costs.  ----- Visit RemodelerRetreat.com and sign-up to join Kyle and his wife Sarah for the Remodel Your Marriage, Life, and Business Retreat, October 2nd-4th, 2024  ----- Takeaways The fundamentals of responsiveness and reliability are crucial in running a successful remodeling business. Owning a business provides the freedom and flexibility to spend more time with family. Transitioning from fixed-price contracts to cost-plus contracts can build trust and provide transparency with clients. Setting goals for net profit and accurately estimating project costs are essential in a cost-plus approach. Itemizing direct costs, such as insurance and software, can help reduce the markup in cost-plus contracts. The cost-plus pricing model allows for open and frequent communication with clients without the fear of racking up hourly bills. Delivering value to clients is crucial when using the cost-plus pricing model. Knowing your numbers and having a robust accounting and project management system is essential for success. Self-performed labor rates can contribute to higher margins in cost-plus projects. Using contingencies can help manage unexpected costs and build trust with clients. Cloud-based software and coaching can be valuable tools for remodeling contractors. Chapters 00:00 - Introduction and Background 01:45 - Approaching Pricing in the Remodeling Business 04:10 - Transitioning to Residential Construction 08:50 - Achieving Dreams and Balancing Family Life 10:46 - Recognizing Success and Reflecting on the Journey 12:58 - Unpacking the Cost-Plus Approach 16:28 - Setting Goals and Estimating Project Costs 19:42 - Reducing Markup in Cost-Plus Contracts 22:09 - The Benefits of Cost-Plus Pricing 23:35 - Delivering Value and Accountability 26:06 - Knowing Your Numbers and Having a Robust System 27:06 - Maximizing Margins with Self-Performed Labor 31:41 - Managing Unexpected Costs with Contingencies 39:28 - The Value of Cloud-Based Software and Coaching

Develpreneur: Become a Better Developer and Entrepreneur
Customer Success: Delivering Value on a Budget

Develpreneur: Become a Better Developer and Entrepreneur

Play Episode Listen Later Aug 22, 2024 22:24


Welcome back to the Develpreneur Podcast. This season, we focus on the developer's journey, helping you improve your craft and navigate the tech industry's challenges. This episode delves into customer success, mainly when working within budget constraints. Whether you're building new systems or maintaining existing ones, delivering value to your customers without overspending is a crucial part of a developer's journey. We'll explore strategies to manage project scope, communicate effectively, and ensure you and your clients succeed—even on a tight budget. Scoping Down for Customer Success One of the primary topics was the necessity of “scoping down” a project. Often, developers are presented with a broad set of requirements, only to discover that some elements have been underestimated or misunderstood as the project progresses. This can lead to scope creep, where the project's size and cost spiral beyond the initial estimates, leaving the customer dissatisfied. The solution? Regularly reassess the project's scope and adjust it according to what is feasible within the given constraints. By breaking down the project into manageable components, developers can focus on delivering smaller, well-defined pieces that meet the customer's needs without overwhelming them or their budget, ensuring customer success. Communication: The Cornerstone of Customer Success Another topic emphasizes the importance of consistent and transparent communication with the customer. Developers should inform clients of progress, potential roadblocks, and any changes to the project scope. This ongoing dialogue allows clients to decide whether to proceed with certain aspects of the project or pull back. Regular updates also help prevent surprises, such as unexpected cost increases or missed deadlines, which can damage the client-developer relationship and hinder customer success. Resetting for Customer Success: Knowing When to Step Back The hosts also discussed situations where a project might need a “reset.” At this point, both the developers and the clients step back to reassess the project's direction. This is particularly important in agile projects. Constant adjustments can sometimes lead to a moving target with no clear end. Both parties can redefine what “done” looks like by stepping back and re-evaluating the requirements. In the end, this ensures that the project remains focused and achievable. This approach is crucial for maintaining customer success and delivering a product meeting client expectations. Balancing Agile and Waterfall for Customer Success Another critical point was the discussion around balancing agile and waterfall methodologies. Agile is excellent because it allows for flexibility and iterative development. Unfortunately, it can sometimes lead to an endless cycle of changes if not managed carefully. On the other hand, Waterfall offers a more rigid structure with well-defined stages. With the limitation of being less adaptable to change. The hosts suggested that a hybrid approach might often be necessary. For instance, start with a more waterfall-like requirements-gathering phase before transitioning into agile development. This hybrid approach is often vital in ensuring customer success by combining flexibility with a clear roadmap. Managing Budget Constraints for Customer Success In scenarios where budget constraints are a significant concern, the hosts recommended involving the customer more closely in the development process. For example, what If a client cannot afford the full scope of a project? As developers, we might suggest that the client take on specific tasks, such as gathering initial requirements or testing. This helps reduce costs and ensures that the client is fully engaged and invested in the project's success. However, it's essential to clearly define responsibilities and expectations to avoid any misunderstandings or gaps in the project's execution, which is necessary for customer success. Avoiding Pitfalls One of the stories shared by the hosts illustrated the dangers of copying and pasting code from one project to another without adequately considering the new project's unique requirements. While reusing code can save time and resources initially, it can lead to increased complexity and higher costs down the line when changes are required. The lesson here is to carefully assess each project's specific needs and tailor the solution accordingly rather than relying on shortcuts that might not be appropriate. This careful assessment is crucial for achieving long-term customer success. Final Thoughts The episode wraps up with a reminder that developers must not shy away from difficult conversations with clients. Especially when clarifying requirements or addressing potential issues. Developers can build stronger relationships with their clients by maintaining open lines of communication, setting clear expectations, and being willing to make necessary adjustments. This leads to the delivery of successful projects that meet both time and budget constraints, ultimately ensuring customer success. Stay Connected: Join the Developreneur Community We invite you to join our community and share your coding journey with us. Whether you're a seasoned developer or just starting, there's always room to learn and grow together. Contact us at info@develpreneur.com with your questions, feedback, or suggestions for future episodes. Together, let's continue exploring the exciting world of software development. Additional Resources How to write effective user stories in agile development? The Importance of Properly Defining Requirements Changing Requirements – Welcome Them For Competitive Advantage Creating Your Product Requirements Creating Use Cases and Gathering Requirements The Developer Journey Videos – With Bonus Content

Doing CX Right‬ Podcast
143. Beyond the Deal: Delivering Value That Keeps Customers Coming Back | Bob Burg (Rerun)

Doing CX Right‬ Podcast

Play Episode Listen Later Aug 19, 2024 26:15


How can businesses effectively communicate and deliver real value? Join Stacy Sherman as she revisits her conversation with author Bob Burg. In this rerun from first 10 episodes, they dive into expert strategies for enhancing both customer and employee experiences, understanding the key differences between price and value, and building genuine connections that foster loyalty. Discover the power of influence in business relationships, the impact of authentic leadership, and the importance of leaders truly believing in their teams. Don't miss this chance to revisit one of our most popular episodes! Listen now at    

Startup Dad
Bottle Washing Hacks, Solopreneurship and Newborn Babies | Andrew Capland (Dad of 2, Delivering Value, Postscript, Wistia)

Startup Dad

Play Episode Listen Later Aug 1, 2024 54:55


Andrew Capland is the founder of Growth coaching and advisory, Delivering Value. He's also been the Head of Growth at Postscript and Wistia and was an early employee at Hubspot. He's a loving husband and the father of two kids, including one who was 6 weeks old during our chat! In our conversation today we discussed:* Going from one kid to two and thriving with a newborn* Managing your life and paternity leave as a Solopreneur* The support structures needed with a second kid* Bottle washing hacks!* What do you do when you and your spouse are both exhausted?* What to do with different religious values in the household* How to set yourself up for success with clients and a newborn—Where to find Andrew Capland* Linkedin: https://www.linkedin.com/in/andrewcapland/* X: https://x.com/acapland* Delivering Value: https://deliveringvalue.co/Where to find Adam Fishman* FishmanAF Newsletter: www.FishmanAFNewsletter.com* LinkedIn: https://www.linkedin.com/in/adamjfishman/* Instagram: https://www.instagram.com/startupdadpod/—In this episode, we cover:[1:24] Welcome[1:42] Professional background[3:02] Inspiration for pod[4:52] Childhood[8:12] Family now[9:15] First date with wife?[9:56] How old are your kids?[10:34] What does your wife do for work?[10:58] Decision to start a family[13:17] First thing you remember when 6 week old was born?[15:15] Support structures w/ second kid[17:41] Paternity leave as a solopreneur[19:17] How to manage new parenthood and soloprenuer[21:19] Transition from 1 to 2 kids[24:00] Any bottle washing hacks?[24:50] Earliest memory of becoming a dad[25:59] Emotions w/ first child vs. second[27: 22] What are some surprising things you discovered?[28:14] Advice to younger Andrew[29:57] Advice to ignore[31:10] Favorite books to read to your kids?[32:09] Frameworks[32:59] What do you do if you're both exhausted?[33:59] How has parenting evolved [36:10] Where do you and your partner not align?[37:45] Differences in religions amongst couples[40:14] Kid's relationship to technology[42:25] What is something you gave up to be a dad?[43:59] Recharge batteries[44:59] Mistake as a dad[46:31] Follow along[47:47] Rapid fire—Show references:Andrew's Podcast: https://media.deliveringvalue.co/t/showAdam's episode of Andrew's Podcast: https://media.deliveringvalue.co/p/how-to-deal-with-overwhelm-imposterDelivering Value: https://deliveringvalue.co/PostScript: https://postscript.io/Wistia: https://wistia.com/HubSpot: https://www.hubspot.com/products/get-started-f049Kings: https://www.playatkings.com/Bright Horizons: https://www.brighthorizons.com/Little Blue Truck Makes a Friend: https://www.amazon.com/Little-Blue-Truck-Makes-Friend/dp/0358722829Little Blue Truck Leads the Way:https://www.amazon.com/Little-Blue-Truck-Leads-board/dp/0544568052iPad: https://www.apple.com/MiniMeis backpack: https://us.minimeis.com/Be Prepared: A Practical Handbook for New Dads by Gary Greenberg & Jeannie Hayden:https://www.amazon.com/Be-Prepared-Gary-Greenberg/dp/0743251547/Toy Story: https://toystory.disney.com/Jaws: https://www.imdb.com/title/tt0073195/Nantucket: https://www.nantucket-ma.gov/Kia Telluride: https://www.kia.com/us/en/telluride—For sponsorship inquiries email: podcast@fishmana.com.For Startup Dad Merch: www.startupdadshop.com Production support for Startup Dad is provided by Tommy Harron at http://www.armaziproductions.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit startupdadpod.substack.com

On the Side with Jackie London
Katia Pryce on Building DanceBody: Growing intentionally, delivering value, and building brand equity through community

On the Side with Jackie London

Play Episode Listen Later Jul 25, 2024 58:29 Transcription Available


Welcome back to The Business of Wellness Podcast with host, Jaclyn London, RD! Today, Jaclyn sits down with Katia Pryce the CEO and founder of DanceBody. Katia shares her journey of starting and growing her dance fitness business, starting as a performer and realizing that people would pay her to work out with them, leading her to start Dance Body in 2013. She initially rented studio space and focused on building a community of dancers and fitness enthusiasts. As the business grew, she developed a structured formula for the classes optimized for scale, and hired performers who understood the dedication and commitment required. The business evolved before the pandemic, with a shift to digital streaming and a focus on building a hybrid model of in-person and online classes. Katia emphasizes the importance of community and creating a unique brand identity; the importance of being intentionality in business, and the struggle of saying no to specific opportunities so that you can focus on what matters. She shares her decision to focus on digital expansion rather than opening a new brick-and-mortar studio and emphasizes the value of organic brand awareness. Katia also highlights the need for a balanced approach to fitness, debunking the myth of low-impact workouts and emphasizing the importance of cardiovascular training and strength-building as we age.  Listen to this episode if you're interested in: Starting a business based a creative passion. Learning how to build a strong community as the secret ingredient for the growth and sustainability of a business. Adapting to changing customer behaviors and preferences is essential for business evolution. How focusing on a specific niche and delivering exceptional value in that area can differentiate a brand. Why being intentional in business and saying no to tempting opportunities is crucial for success. Driving organic brand awareness through Instagram & YouTube Why a hybrid approach to a fitness business model is important, and the types of training that are most effective for long-term health & longevity— including cardiovascular fitness & stregnth-training— as we age.  Timestamps: 00:00 - Introduction and personal journey  05:05 - Developing a product, scaling a business, and building brandy equity & loyalty in the fitness space 08:16 - The rise of boutique fitness and the value of community  13:57 - Shifts in the wellness industry over the past decade 20:07 - Boutique fitness trends over the last decade & what's new & next for brands 30:01- The power of saying “no” 34:22 - Organic brand awareness 45:12 - Establishing a strong omnichannel business model in fitness 52:16 - Digital expansion & the future of fitness  Thanks for listening to this episode of The Business of Wellness with Jaclyn London, RD.

The Astonishing Healthcare Podcast
AH027 - What is Pharmacy Benefit Management? With Jillian Lonson and Jean Beman, Part 1

The Astonishing Healthcare Podcast

Play Episode Listen Later Jul 19, 2024 14:57


In this episode of the Astonishing Healthcare podcast, Jillian Lonson, PMP®, Sr. Director, Benefits Administration & Operations, and Jean Beman, Manager, Benefits Operations & Administration, join host Justin Venneri for part one of a two-part discussion about what pharmacy benefit management (PBM) entails. They describe the basics and then peel back the layers of what PBMs do to ensure that a prescription processes correctly - per your pharmacy benefit - so you can pay the correct amount at the pharmacy counter or receive your medication in the mail.Jillian and Jean also share their professional journeys within the PBM industry, highlighting how their roles and teams are central to configuring and testing plan benefits so that formularies, the network, and clinical programs are set up correctly. This informative episode sets the table for a deeper dive into the configuration and testing that go on behind the scenes!Related Content:AH001 - Building a PBM: Tech, Navigating Growth, and Delivering Value with AJ LoiaconoWhat Is the Role of a Pharmacy Benefits Manager (PBM)?Pharmacy Benefits 101: What is a Formulary?Please visit Capital Rx Insights for more information, including this episode's transcript!

Player: Engage
Startup Savvy: Dan Fox on Cybersecurity, AI, and Customer Magic

Player: Engage

Play Episode Listen Later Jul 16, 2024 53:43


Episode Description: In this episode of Player: Engage, Greg talks with Dan Fox, a seasoned expert in cybersecurity and the leader of the cybersecurity team at ScalePad. Dan shares his career journey, insights into building successful startups, and the importance of staying curious and adaptable in the ever-evolving tech industry. They discuss the role of AI in cybersecurity, the importance of customer experience, and practical advice for aspiring entrepreneurs.Listen Here: Dan Fox - ScalePadTimestamps & Key Takeaways: 00:01.25 - 01:25.08: Greg introduces Dan Fox, highlighting his impressive background in cybersecurity and his role in various successful companies, including Smarsh, Securecast, Carbonite, and Webroot. 09:15.91 - 09:45.14: Startup Challenges and Strategies - Dan shares his experiences in startup environments, discussing the importance of wearing multiple hats, staying adaptable, and learning from both successes and failures. 25:26.28 - 25:58.21: Delivering Value to Customers - Emphasizes the importance of listening to customers, solving their problems effectively, and being an advisory partner rather than just a salesperson. 30:48.71 - 31:37.05: Staying Curious and Lifelong Learning - Dan highlights the significance of continuous learning and curiosity, sharing examples of how he expanded his knowledge through formal courses and self-education. 38:02.03 - 39:37.54: Leveraging AI in Cybersecurity - Discusses the integration of AI in cybersecurity for automating tasks, improving threat detection, and enhancing customer support processes.Key Concepts: Startup Environment: Dan emphasizes adaptability and versatility in startups, highlighting the need to wear multiple hats and learn from both successes and failures. Customer Experience: Dan underscores the importance of understanding and solving customer problems effectively. He believes in being an advisory partner to build strong, lasting relationships and trust. Continuous Learning: Staying curious and committed to lifelong learning is crucial. Dan shares his journey of continuous education, using formal courses and online resources to stay ahead in the tech industry. AI Integration: The integration of AI in cybersecurity is transforming the industry. Dan explains how AI automates tasks, enhances threat detection, and improves customer support processes, leading to greater efficiency and accuracy. Career Evolution: Dan's career demonstrates the importance of being open to new opportunities and adapting to different roles. His journey from customer support to founding successful startups and leading cybersecurity teams showcases the diverse paths to success in tech.

Local Leaders: The Podcast!
How to Unleash Your Personal Brand

Local Leaders: The Podcast!

Play Episode Listen Later Jul 2, 2024 17:54


In this episode of Local Leaders, Jim Chapman discusses personal branding, highlighting the importance of defining one's purpose, values, and unique value proposition. Jim emphasizes crafting a compelling narrative with personal stories and maintaining a strong online presence and stresses the significance of networking, delivering value, and adapting to feedback to enhance one's personal brand authentically and with integrity. Through practical tips and insights, He guides listeners and viewers on building a successful personal brand in today's digital age. #personalbranding #business #podcast #localleadersthepodcastTimestamps01:16 What Is a Personal Brand 08:05 Establishing Online Presence09:44 Networking and Engagement11:35 Delivering Value and Building Credibility15:52 Live Your Brand This episode is sponsored by Level DumpstersYou can learn more about Level Dumpsters by visiting: https://www.leveldumpsters.comSAVE 100.00 OFF YOUR DUMPSTER RENTAL JUST BY MENTIONING LOCAL LEADERS THE PODCAST!

Powerful Stories with Tory Archbold
Become curious to build relationships in business with OOMF Recruitment Founder Alice Clarke

Powerful Stories with Tory Archbold

Play Episode Listen Later Jun 22, 2024 17:48


Alice Clark, the founder of OOMF Recruitment, shares her journey as an entrepreneur and the power of building relationships in business. She discusses the importance of delivering value, curiosity, and building trust with clients and candidates. Alice also talks about her experience in bodybuilding and how it has helped her become a better leader. She advises female entrepreneurs to believe in themselves, be patient, and set goals. Alice shares her upcoming projects, including hosting events and preparing for a bodybuilding competition. Alice has been on a powerful journey with Tory and the Powerful Steps Community through the Business Attraction Program, Executive Mastermind, and VIP Power Zone. Key Takeaways: Building relationships is fundamental in business and requires curiosity and genuine interest in others. Delivering value and authenticity are crucial to building trust with clients and candidates. Believing in oneself, setting goals, and being patient are essential for the success of female entrepreneurs. Bodybuilding can provide discipline, focus, and personal growth to impact leadership skills positively. Setting goals and investing in personal growth can lead to business success and happiness. You can connect with Alice Clark: www.oomf-recruit.com You can connect with Tory Archbold : www.powerful-steps.comSee omnystudio.com/listener for privacy information.

Retire With Ryan
How to Evaluate if Your Financial Advisor Is Delivering Value, #205

Retire With Ryan

Play Episode Listen Later Jun 12, 2024 22:00


How do you know if your financial advisor is delivering value? Is seeing a financial gain in your investments the only metric you should use? I've identified four key areas where your financial advisor should be delivering value to you: Awareness of costs and fees, performance of your portfolio, financial planning benefits, and communication.  I'll cover each of these areas in detail in this episode. I've also included a checklist you can use to make sure your current financial advisor is delivering value.  This is Part 5 of a five-part series about financial planners to celebrate the release of my first book, “Fiduciary: How to Find, Hire, and Establish a Trusted Partnership with a Fee-Only Advisor.” You will want to hear this episode if you are interested in... [3:03] Area #1: Awareness of costs and fees [9:25] Area #2: How your investments perform [15:32] Area #3: The financial planning provided [17:54] Area #4: Communication Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Head to RetireWithRyan.com to get this free checklist Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact Subscribe to Retire With Ryan

Shift: Rethinking Business
Delivering value through integrating strategy, culture, and stakeholder engagement

Shift: Rethinking Business

Play Episode Listen Later Jun 12, 2024 34:47


In this episode, PwC Canada partner David Bryan sits down with Curtis Stange, President and CEO of ATB Financial. Curtis shares his perspective on this year's CEO Survey, which focused on the global megatrends that are reshaping business and society. They discuss some of the key insights and themes from the survey, including the pressing need for CEOs to adapt to rapid technological advancements and shifting economic landscapes. Curtis also shares his personal insights on how CEOs can lead with resilience and adaptability in an ever-evolving economic landscape.(00:00)- David introduces CEO Viewpoints and Curtis Stange(01:19)- Curtis shares his journey to CEO of ATB Financial(05:34)- Curtis shares an update on the halfway point of ATB's 10-year strategic plan(09:51)- Curtis discusses how to balance client relationships with new technologies(16:39)- Curtis explains how ATB balances ESG initiatives while supporting local Alberta businesses(20:32)- Curtis shares the “secret sauce” behind ATB reaching its highest total revenue at the end of the last fiscal year (24:56)- Curtis offers his insights on how to foster a positive company culture(29:32)- Curtis predicts ATB's business trajectory over the next five to 10 years(34:06)- David shares his closing thoughts and conclusions

The Success Blueprint with Daniel Craig Johnson
15 Minute Mondays - Beyond the Checklist: Delivering Value and Making a Real Difference

The Success Blueprint with Daniel Craig Johnson

Play Episode Listen Later May 20, 2024 14:34


Today, we're going deep into the art of making a real impact at work beyond just ticking off tasks from a checklist.Are you ready to elevate your contributions, transform your relationships, and leave a lasting imprint in your professional sphere? Join me as I explore the concept of impact zones, dissect practical strategies to enhance both individual and collective impact, and equip you with actionable tips to become a powerhouse in your workplace.Key Takeaways:Understanding Impact Zones: Discover the distinction between individual and collective impact zones and how they shape your professional journey.Developing Individual Impact: Sharpen your skills, become a problem-solving pro, embrace efficiency, and focus on delivering tangible value in your core area of expertise.Elevating Collective Impact: Cultivate effective communication, embrace collaboration, become a bridge builder, navigate conflicts constructively, and celebrate the successes of your team members.Shifting Mindset: Think growth mindset, viewing challenges as opportunities for growth and setbacks as stepping stones to success.My Call To Action For You:This week, take a moment to reflect on your current impact at work and choose one or two actionable strategies to implement. Remember, small changes can lead to significant results. Tune in to The Success Blueprint and come with me on a journey of self-improvement and professional growth like never before!Support the Show.Contact me:Daniel@mindsworx.comwww.mindworx.bizInstagram: @Mindworx_Coaching

Delivering Value with Andrew Capland
Behind the Scenes Ep 0: Introducing the miniseries featuring the Navattic growth team

Delivering Value with Andrew Capland

Play Episode Listen Later May 14, 2024 3:25


The Disrupted Workforce
Hustle Culture vs. Leadership Burnout: Discover the Ultimate Business Hack With Alex Raymond

The Disrupted Workforce

Play Episode Listen Later May 8, 2024 51:13


Hustle culture is huge among business leaders and entrepreneurs, often leading to them feeling unfulfilled, disenchanted with their work, and overwhelmed. But what if you could grow your business and succeed without sacrificing yourself? There's a catch, though. It takes a next-level commitment to yourself and an inward journey to do the deep healing work. Enter the concept of conscious entrepreneurship with this episode's guest, Alex Raymond.  He's the founder and CEO of Kapta, a software company for post-sales account management professionals, and a graduate of the exclusive TechStars accelerator program. But besides being a business leader, Alex is also a mentor and the mind behind The Conscious Entrepreneur Summit, a platform where he shares how to scale your business without driving yourself to burnout. Alex believes that if you're going to achieve your true business potential, you have to do the deep work, and that's exactly what he's here to discuss with us today on The Disrupted Workforce. To start off, Alex shares how personal development is becoming is indispensable for any leader who wants to thrive in today's fast-paced business environment. He challenges the traditional programming we have that prioritize financial metrics and operational efficiency over personal well-being, advocating for a more balanced approach. We also touch on the importance of identifying limiting beliefs, how to recognize the signs that you need to do some inner work, advice for startup founders and business leaders, authentic personal branding, and an exclusive invitation to The Conscious Entrepreneur Summit. Ready to challenge the common notion of success? Tune in. PS. Get $100 off for The Conscious Entrepreneur Summit using the code TDW at checkout.  — Key Takeaways: Introducing Alex Raymond & His Personal Growth Journey (0:00) Identifying the Signs That You Need to Work on Yourself (11:31) Unlearning Your Limiting Beliefs & Coming to Terms With Your Inner Critic (18:22) Alex's Advice for Startup Founders and Business Leaders (27:06) Personal Branding on LinkedIn & Delivering Value (31:57) Thoughts on Hustle Culture and Healthy Success (39:19) Invitation to Alex's Conscious Entrepreneur Summit (45:20) Speed Round Questions (48:10) — ADDITIONAL RESOURCES Connect with Alex Raymond on LinkedIn: https://www.linkedin.com/in/afraymond/ Learn more about Conscious Entrepreneur: Website: https://consciousentrepreneur.us/ Podcast: https://podcasts.apple.com/us/podcast/the-conscious-entrepreneur/id1708478000 YouTube: https://www.youtube.com/@consciousentrepreneur Learn about Alex's 4 Pillars of Conscious Entrepreneurship: https://consciousentrepreneur.us/the-4-pillars-of-conscious-entrepreneurship/ Learn more about Kapta: https://kapta.com/ Subscribe to our YouTube channel: https://bit.ly/44ieyPB Follow our podcast: Apple Podcasts: https://apple.co/44kONi6 Spotify: https://spoti.fi/3NtVK9W Join the TDW tribe and learn more: https://disruptedwork.com

Channel 23
Episode 131 - Danielle Weaver(Jim's Daughter) - Delivering Babies and Delivering Value...C'mon.

Channel 23

Play Episode Listen Later May 8, 2024 145:09


Jim's daughter Danielle joins us where we discuss her career as a Labor and Delivery Nurse and how our industries compare. Links to Help find Ambyr's Mom https://medium.com/@amarianacarolus428/the-strange-disappearance-of-terri-ann-ackerman-89559cc7ceee https://www.iheart.com/podcast/the-troubleshooter-20710606/episode/the-troubleshooter-04-25-23-113838662/ https://kdvr.com/news/colorado-cold-cases/cold-case-where-is-terri-ackerman/  News story https://apps.colorado.gov/apps/coldcase/casedetail.html?id=356000-  Picture and description of her https://charleyproject.org/case/terri-anne-ackerman https://www.lochbuie.org/police  Help Find Terri Ackerman Facebook Page https://www.thevanishedpodcast.com/episodes/2021/7/12/episode-295-terri-ackerman  https://www.youtube.com/watch?v=dDJQfwbwwNs&t=244s  https://www.youtube.com/watch?v=dgejVtc7juE&t=199s

Elementality for Financial Advisors | Elements of Financial Planning System™
Delivering Value To Clients Sooner w/ Abby Morton

Elementality for Financial Advisors | Elements of Financial Planning System™

Play Episode Listen Later May 2, 2024 31:01


In this episode of Elementality Jordan Haines, CFP® is joined by Abby Morton, CFP®, Director of Advisor Success at Elements. They discuss an important aspect of a new client's and a prospect's initial journey with a financial advisor: time to value.  Listening to this conversation you'll learn that while taking a long time (i.e. 45 days) to deliver a comprehensive financial plan may be necessary, there are other value points before this that advisors can lean into. You'll learn from Abby and Jordan the types of activities you can focus on, how to identify the right activities, and the importance of getting feedback to make sure you're focusing on the right things.

The Raising Capital Show
Why Investors Have Commitment Issues And What To Do About It

The Raising Capital Show

Play Episode Listen Later Apr 24, 2024 26:10


In this episode, Yakov delves into the common issue of investor commitment and explores strategies to overcome it. He shares personal experiences from a recent trip to Las Vegas, highlighting the importance of perception versus reality, a concept relevant to both capital raising and everyday life. He challenges the prevailing belief that raising capital is now more difficult and offers insights into building trust and delivering value to investors. Drawing on the principles of human psychology, Yakov outlines three key levers to increase investor commitment: social proof, trust-building, and incentivization. By understanding these levers, capital raisers can enhance their marketing and sales efforts and ultimately attract more investors to their opportunities. Key Topics: Perception Vs. Reality The Changing Landscape of Capital Raising Building Trust and Delivering Value 3 Levers To Pull for Increasing Investor Commitment  Sharpening Your Capital Raising Sword    Useful links and resources: Yakov Smart's new book is now on Amazon https://findmoreinvestors.com/apply   Join our new capital raising community group here: https://www.facebook.com/groups/capitalraisingtalkwithcapitalraisingprosgroup   Free Trainings on “How To Raise More Capital & Find High Net-Worth Investors on Auto-Pilot”: http://findmoreinvestors.com/capital   Enter our monthly raffle by leaving a 5-star review and emailing a screenshot to: reviews@findmoreinvestors.com   Connect with Yakov: https://www.linkedin.com/in/yakovsavitskiy/ https://www.facebook.com/yakov.smart3   The following music was used for this media project: Music: Positive Fat Bass Intro Loop by WinnieTheMoog Free download: https://filmmusic.io/song/6093-positive-fat-bass-intro-loop License (CC BY 4.0): https://filmmusic.io/standard-license Artist website: https://linktr.ee/taigasoundprod   The following music was used for this media project: Music: Just Keep Going (Loopable) by chilledmusic Free download: https://filmmusic.io/song/7245-just-keep-going-loopable License (CC BY 4.0): https://filmmusic.io/standard-license   The following music was used for this media project: Music: Business Of Dreams by MusicLFiles Free download: https://filmmusic.io/song/9392-business-of-dreams License (CC BY 4.0): https://filmmusic.io/standard-license Artist website: https://cemmusicproject.wixsite.com/musiclibraryfiles   #realestateinvesting #capitalraising #realestate #passiveinvesting 

Passionate Pioneers with Mike Biselli
Delivering Value-Based Care for Diverse Communities with Dr. Michael Poku

Passionate Pioneers with Mike Biselli

Play Episode Listen Later Apr 22, 2024 25:08


This episode's Community Champion Sponsor is Ossur. To learn more about their ‘Responsible for Tomorrow' Sustainability Campaign, and how you can get involved: CLICK HERE---Episode Overview: What if we could transform healthcare for underserved communities by empowering independent practices to deliver value-based care? Our next guest, Dr. Michael Poku, is doing just that as Chief Clinical Officer at Equality Health.With extensive experience in clinical leadership, medical informatics, and value-based care models, Dr. Poku is spearheading a transformative approach that equips independent practices with technology, care coordination, and hands-on support to optimize whole-person care for diverse populations, especially those on Medicaid.Join us as Dr. Poku shares his journey and Equality Health's mission to eradicate healthcare disparities via their pioneering model that is driving better outcomes, reducing costs, and delivering value-based care for diverse communities. Let's go!Episode Highlights:Equality Health's mission to eradicate healthcare disparities by empowering independent practices to deliver value-based care for underserved, diverse communities, especially those on Medicaid.Dr. Poku's background spanning clinical leadership, medical informatics, and expertise in value-based care models positions him uniquely to drive Equality Health's innovative approach.Equality Health provides independent practices with technology, care coordination tools, and hands-on support to optimize performance and outcomes in value-based care.The transformative model meets practices where they are, helping under-resourced clinics adopt value-based care to improve patient health while increasing financial sustainability.Dr. Poku's vision for leveraging AI, predictive analytics and a "do good, do well" mentality to bring greater health equity through data-driven, whole-person care.About our Guest: Dr. Michael Poku is an accomplished healthcare executive with extensive experience in clinical leadership, medical informatics, and value-based care. Prior to serving as the Chief Clinical Officer for Equality Health, he was Senior Medical Director at Oak Street Health, overseeing multiple clinical teams and driving innovative models of value-based care delivery, resulting in improved patient outcomes and increased operational efficiency. His expertise lies in enterprise-wide strategy, clinical delivery innovation, medical cost management, and the development of technology-enabled and data-informed clinical tools and processes.Dr. Poku was also previously Chief Medical Officer at NextHealth Technologies through the company's acquisition by Softheon Technologies, where he formulated and executed clinical and product strategies for an AI-powered healthcare analytics platform. During his tenure, he successfully led client success, sales, and ongoing product development, optimizing informatics processes to enable health plan customers to achieve maximum ROI from their analytics investments. Dr. Poku also served as Senior Medical Director at Signify Health, where he developed and led clinical strategies and execution for complex care management and at-home wellness programs.Dr. Poku continues to practice, holding academic faculty positions at various health systems. Throughout his career, Dr. Poku has authored numerous publications on topics such as care coordination, healthcare analytics, patient relationship management, and several topics at the intersection of healthcare and technology.Dr. Poku received his MD from Vanderbilt University School of Medicine and holds an MBA from Harvard Business School. He trained at Johns...

The Source of Commercial Real Estate
Delivering Value and Passion Through Industrial Real Estate with Chad Griffiths

The Source of Commercial Real Estate

Play Episode Listen Later Apr 16, 2024 54:31


You probably already know Chad Griffiths. Maybe from his successful Youtube Channel, his insight on Twitter and Linked In, or maybe from his own podcast where he interviews some high performers in industrial real estate. In this conversation, Jonathan and Chad discuss the different types of industrial real estate, the addition of industrial outdoor storage (IOS) to consider, the importance of power, doors, and clear height, the opportunities in small bay industrial, and where Chad sees industrial heading into the future. Connect with Chad:https://www.youtube.com/@industrializeTakeawaysMost investors should stay away from investing in industrial real estate due to the high level of risk and the steep learning curve involved.Investors interested in industrial real estate should spend time understanding the market and consider partnering with someone experienced in the industry.Industrial real estate can be categorized into subcategories such as warehousing, manufacturing, flex buildings, and industrial outdoor storage (iOS).The current state of the industrial market cycle varies for different subcategories, with warehousing experiencing a slowdown and manufacturing seeing an increase in activity.The attributes that make industrial properties attractive to tenants include location, power requirements, ceiling heights, column spacing, truck access, and yard space. Ceiling heights and door sizes are important considerations in industrial real estate, with 18 feet being the recommended minimum height and 14 feet being the minimum door size.Flex spaces offer opportunities for creative build-outs and can accommodate a variety of uses, including office and retail.Industrial outdoor storage (IOS) can be a viable investment, but it requires careful consideration of factors such as location, infrastructure, and tenant turnover.Having a strong online presence and providing valuable content can help build a community and create opportunities in the real estate industry.Long-term outlook and the ability to weather economic downturns are important factors to consider when investing in real estate.Support the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

SALTovation: Making Sense of State and Local Tax
Billing Time vs. Delivering Value: Shifting Mindsets in the CPA Industry

SALTovation: Making Sense of State and Local Tax

Play Episode Listen Later Apr 11, 2024 19:36


This episode originally aired on: https://www.boomer.com/post/e174-billing-time-vs-delivering-value-shifting-mindsets-in-the-cpa-industryOn this episode of the Boomer Briefing Podcast, Allen Gregory, Partner, Federal Tax at TaxOps, talks about billing time versus delivering value to clients. Allen and host Marc Staut, Shareholder and Chief Innovation and Technology Officer at Boomer Consulting, dive into how removing hourly rates can add value to client relationships and improve an accounting firm's client retention.Allen shares how TaxOps has used value-based pricing since its inception. This experience has taught us how fixed-fee pricing creates collaborative client relationships and a culture of trust and accountability within the firm. Two key components, clear communication and experienced staff, are also key to ditching charge hours and making fixed-fee engagements work for clients, staff and partners.Subscribe on your favorite podcast app:https://saltovation.captivate.fm/listenhttps://linktr.ee/taxops Follow Us on Socials:https://www.linkedin.com/company/taxops-llchttps://www.youtube.com/channel/UCMB1ZQNGXM_F777SIEl8Vjw Talk To A Tax Advocate Today:https://taxops.com/contact/

Leveraging Thought Leadership with Peter Winick
Taking Thought Leadership from Page to Practice | Liz Wiseman | 560

Leveraging Thought Leadership with Peter Winick

Play Episode Listen Later Apr 4, 2024 20:20


Welcome to the latest episode of Leveraging Thought Leadership featuring our special guest, Liz Wiseman, CEO of the Wiseman Group and renowned author of bestsellers like "Multipliers: How the Best Leaders Make Everyone Smarter" and "Rookie Smarts: Why Learning Beats Knowing in the New Game of Work."  In this captivating conversation, Liz takes us on a journey into the world of thought leadership, sharing invaluable insights gleaned from her multifaceted career. With a blend of humility and expertise, Liz reflects on her organic approach to thought leadership, emphasizing the importance of going where you can make a meaningful impact. Drawing from her experiences managing learning functions at Oracle University and later transitioning to teaching and advising top organizations worldwide, Liz offers a unique perspective on leadership development and the complexities of managing and leading. Throughout the episode, Liz sheds light on the challenges and nuances of being a speaker and thought leader, from the pressure to deliver value despite external factors to the importance of building lasting relationships beyond the keynote stage. She shares practical strategies for creating real change at an organizational level, drawing from her experiences and her commitment to equipping others with the tools they need for success. In addition to reflecting on her journey as an author and thought leader, Liz offers a sneak peek into her latest research project, exploring the formative experiences in people's work lives and the lasting impact of first bosses. With her signature blend of insight and authenticity, Liz leaves listeners inspired to embrace their own journey of thought leadership and drive positive change in their organizations and beyond. Don't miss out on this enlightening conversation!   Three Key Takeaways: * Organic Career Growth: Liz Wiseman's journey into thought leadership underscores the importance of embracing opportunities where one can make a meaningful impact, leading to a diverse and rich career path. * Delivering Value as a Thought Leader: Liz shares insights into the challenges and nuances of being a thought leader and speaker, emphasizing the necessity of consistently delivering value and building lasting relationships beyond the keynote stage. * Empathy in Thought Leadership: Liz Wiseman highlights the importance of empathy in thought leadership, emphasizing the need to understand and empathize with the motivations and expectations of those who invite speakers. By making meaningful connections with clients and understanding their needs, thought leaders can deliver impactful presentations and foster long-term relationships.

The Tech Trek
Stakeholder Expectation and Expected Delivery Value

The Tech Trek

Play Episode Listen Later Apr 1, 2024 25:45


In this podcast episode, Mo Villagran, Associate Director of Insights, Analytics, and Data at Cambrex and author of 'Data Insights Delivered', shares her insights on managing stakeholder expectations and delivering expected value in data analytics. She explains Cambrex's role as a global CDMO in the pharmaceutical industry and highlights the importance of customer service in technical fields. Mo asserts that the core of managing stakeholder expectations and delivering value lies in simple, effective communication and starting with manageable, scalable solutions. She emphasizes showing progress in real-time to stakeholders, the significance of qualitative feedback over quantitative KPIs, and the importance of prioritizing projects that directly impact the company's financial performance. The conversation also touches on the challenges of integrating new technologies and focusing on business outcomes over technological complexities. Highlights: 02:12 The Essence of Stakeholder Expectation Management 02:22 The Importance of Customer Service in Data Analytics 03:32 Balancing Technology and Business Outcomes 05:00 Defining and Delivering Value to Stakeholders 08:39 The Art of Negotiation and Setting Expectations 10:53 Choosing Simplicity Over Complexity in Solutions 17:38 Demonstrating Progress and Value in Real-Time 21:47 Measuring Success Beyond Quantitative Metrics Mo Villagran is a data concierge, an experienced business analytics veteran, is well-versed in data analytics and healthcare across sectors, including pharmaceutical manufacturing, fraud detection, insurance pricing, etc. In her current role, Mo established Cambrex's first business analytics program and now leads global cross-functional teams to deliver automated visualization and AI-enabled automation processes, providing actionable insights. Her goal is to deliver a world-class stakeholder experience in data analytics. LinkedIn: https://www.linkedin.com/in/mo-villagran/ ---- Thank you so much for checking out this episode of The Tech Trek. We would appreciate it if you would take a minute to rate and review us on your favorite podcast player. Want to learn more about us? Head over at https://www.elevano.com Have questions or want to cover specific topics with our future guests? Please message me at https://www.linkedin.com/in/amirbormand (Amir Bormand)

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth
Post-Exit Entrepreneur And Coach Richard Friesen On The 10 Keys To Unlock Success (#318)

The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth

Play Episode Listen Later Mar 20, 2024 47:23 Transcription Available


“You're going to be OK, you have a positive future.” - Belinda ClemmensenThis episode of the Deep Wealth Podcast, hosted by Jeffrey Feldberg, features Richard Friesen who explores the deep connections between mindset and wealth creation. Richard shares his personal journey from working on the trading floors to developing a software company sold to Hewlett Packard, and how overcoming internal limitations was key to his success. The discussion delves into the impact of early experiences on wealth mindset, the importance of understanding the value one brings to the world, and practical strategies for dismantling financial self-sabotage. Employing techniques like role-playing and guided visualizations, Richard demonstrates how redefining one's relationship with money can lead to both financial freedom and personal fulfillment.01:35 Richard Friesen's Journey to Financial Success02:07 The Power of Mindset in Achieving Success02:40 Richard's Personal Story of Overcoming Limiting Beliefs06:04 The Impact of Internal Limitations on Wealth Accumulation06:48 The Role of Social Programming in Shaping Our Beliefs About Worthiness07:36 The Concept of Financial Freedom08:05 The Common Themes in Achieving Financial Success09:15 The Impact of Past Experiences on Present Success11:05 The Process of Overcoming Limiting Beliefs12:14 The Power of Physiology in Revealing Our True Beliefs17:09 The Importance of Delivering Value in Achieving Wealth24:07 The Power of the Internet in Business24:42 The Essence of Entrepreneurship: Solving Painful Problems25:21 The Success Story of Apple26:35 The Impact of AI and Technology on Business26:58 Understanding Your Success Thermostat29:05 The Role of Language and Beliefs in Success33:13 The Importance of Environment in Achieving Success33:32 The Power of Visualization in Success35:19 The Role of Mindset in Financial Success41:12 The Impact of Past Experiences on Future Success43:50 The Importance of Gratitude and Appreciation in SuccessClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEConversations with MoneyConversations with Money | PodcastResources To Have You Thrive And ProsperLooking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit. Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info. Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success. Looking forward to helping you unlock the riches and success you deserve! https://www.deepwealth.com/thriveContact Deep Wealth: Client testimonials The Deep Wealth Strategy Map LinkedIn Instagram Subscribe to The Deep Wealth Podcast Help us pay it forward by leaving a review.May you continue to thrive and prosper while remaining healthy and safe!

The Remarkable CEO for Chiropractors
245 - “You're Going to Pay for That”

The Remarkable CEO for Chiropractors

Play Episode Listen Later Mar 19, 2024 40:35


In this episode, you'll discover:You will either pay now or pay later, you decide. A mature business perspective will reveal the limiting beliefs holding you back In the absence of value, the only reference point is cost. Whatever it takes, make the investment required to create the best possible productAre you investing in the creative process, or playing Problem Whac-A-Mole?Episode Highlights00:48 - The importance of having an attitude shift towards investing to create value in one's business.02:30 - The costs of failing to make investments in your practice and yourself. 05:00 - Partnering with other businesses to provide value to clients.07:14 - The limitations of the "mom and pop shop" mentality in the chiropractic industry.09:46 - Investing in your vision to manifest your desired outcome.11:48 - Delivering value to your clients to create a reference point beyond cost. 13:41 - Training and building a world-class experience can increase value and lead to growth.17:11 - The importance of leadership and taking the first step of investing in your vision.21:44 - Don't miss this week's Success Partner interview as Dr. Pete sits down with Dr. Tatum Johnston, co-owner of Mind Tweak, shedding light on their influential role in the chiropractic industry. Dr. Johnston shares her personal and professional journey as a chiropractor, emphasizing the challenges she encountered when educating patients and driving referrals. The discussion delves into the significance of patient education, offering a deep dive into the modern design and branding of their materials. They discuss how these resources can be leveraged to streamline practices, save time, and elevate professional impact. Resources MentionedTo learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoBuild your dream team with Chiro Match Makers. Learn more at https://chiromatchmakers.com/For more information The Mind Tweak about please visit: www.themindtweak.comSchedule a Brainstorming call with Dr. PeteDr. Stephen's LinkedInDr. Peter's LinkedInThe Remarkable CEO WebsiteDr. Stephen's Book – The Remarkable Practice: The Definitive Guide to Build a Thriving Chiropractic Business

Behind Your Back Podcast with Bradley Hartmann
392 :: Bill Ness, Founder of 55places.com on Attracting Awareness and Delivering Value Online

Behind Your Back Podcast with Bradley Hartmann

Play Episode Listen Later Mar 19, 2024 46:25


In episode 392, Bill Ness, founder of 55places.com, joins The Construction Leadership Podcast to share his journey from new home sales consultant at Del Webb to launching the premier destination for active adults searching for a new home.  Bill Ness discusses: His initial steps from original insight to early implementation The sales pitch that changed his life  Challenges and opportunities to delivering value online And much more   55places.com is exclusively dedicated to serving the 55+ community. The company tracks the 55+ housing market and matches vistor's lifestyle to their next home. 55places.com has nurtured an extensive network of specialized agents for 55+ buyers, sellers, and renters. https://www.55places.com   You can view clips from this episode on our YouTube channel: https://www.youtube.com/@bradleyhartmannandco     This episode is brought to you by The Simple Sales Pipeline® —the most efficient way to organize and value any construction sales rep's roster of customers and prospects in under 30 minutes once every 30 days. *** If you enjoyed this podcast, please leave a review on Apple Podcasts. Your feedback will help us on our mission to bring the construction community closer together. If you have suggestions for improvements, topics you'd like the show to explore, or have recommendations for future guests, do not hesitate to contact us directly at info@bradleyhartmannandco.com.

The Junto w/ Scott Rattigan, J.D.
Being Intentional About the Patient Experience End-to-End - w/ Claire Bodtke and Lauren Tancredi

The Junto w/ Scott Rattigan, J.D.

Play Episode Listen Later Mar 15, 2024 51:23


Episode 005 Summary: In this episode of The Junto, Scott Rattigan interviews Claire Bodtke and Lauren Castle, founders of Mediava. They discuss the importance of creating an exceptional patient experience in cash-pay medicine and the need for practitioners to focus on the business side of their practice. They also highlight the role of technology, such as ReveliaDx, in automating clinical processes and improving patient outcomes. The conversation emphasizes the importance of personal connection and communication in building trust with patients and setting clear expectations. Overall, the episode provides valuable insights and practical tips for practitioners in the functional medicine field. In this conversation, Claire Bodtke emphasizes the importance of understanding the different skill sets between practitioners and business people. She encourages practitioners to focus on their expertise in healing and not feel like failures if they don't immediately grasp business concepts. Claire also highlights the significance of implementation and offers support in building schedules and funnels. She suggests using a free 15-minute consult to get to know potential clients and determine if there is a good fit. Claire emphasizes the need for practitioners to actively listen to client concerns and provide value in their interactions. She emphasizes the importance of tracking leads and following up with potential clients, as it can take multiple touch points for someone to make a purchasing decision. Claire also discusses the importance of understanding the value of health and effectively communicating the benefits of a program or package to potential clients. Finally, she encourages practitioners to recognize their worth and consider raising their prices as they grow. Takeaways: Creating an exceptional patient experience is crucial in cash-pay medicine. Practitioners need to focus on the business side of their practice and create systems and processes to optimize efficiency. Technology, such as ReveliaDx, can automate clinical processes and improve patient outcomes. Personal connection and communication are key in building trust with patients and setting clear expectations. Practitioners should focus on their expertise in healing and not feel like failures if they struggle with business concepts. Implementation is key, and practitioners can seek support in building schedules and funnels. Offering a free 15-minute consult can help determine if there is a good fit with potential clients. Active listening and addressing client concerns are crucial in building trust and making sales. Tracking leads and following up with potential clients is essential, as it can take multiple touch points for someone to make a purchasing decision. Practitioners should effectively communicate the value and benefits of their programs or packages to potential clients. Recognize your worth and consider raising prices as you grow. Chapters: 00:00 Introduction to Medicava 01:26 How Medicava Started 03:18 Meeting and Collaboration 05:26 Experience and Expertise 09:37 Working with Household Names 14:36 Overcoming Sales Challenges 15:21 Improving the Patient Experience 22:23 Using Videos to Enhance the Experience 24:09 Leveraging Courses and Education 26:19 The Importance of Execution 27:09 The Challenges of Business for Practitioners 28:08 The Implementation Side 29:22 The Valley of Despair 30:49 Sticking with a Strategy 31:37 Setting Boundaries and Expectations 33:34 Practical Takeaways: Discovery Calls 34:24 Setting Boundaries and Expectations (Continued) 35:16 Active Listening in Discovery Calls 37:16 Asking the Right Questions 38:24 Creating a Valuable Patient Experience 39:23 Tracking and Following Up with Leads 41:17 Understanding the Value of Your Program 42:45 Pricing and Communicating Value 45:41 The Value of Health 46:35 Knowing Your Worth 47:45 Raising Prices and Setting Boundaries 48:50 Delivering Value and Making a Difference 49:55 Final Thoughts and Encouragement

Renegade Thinkers Unite: #2 Podcast for CMOs & B2B Marketers
Tuesday Tips: Delivering Value in the Pipeline

Renegade Thinkers Unite: #2 Podcast for CMOs & B2B Marketers

Play Episode Listen Later Mar 12, 2024 5:04


This is a Tuesday Tips episode where you will hear host Drew Neisser, CMOs, and other B2B experts share their hard-earned wisdom and fresh marketing insights in a bitesize format. Featuring: Kevin Sellers, Dawn Crew, Dean Nicolls, and Peter Finter To see the video versions, follow Drew Neisser on LinkedIn or visit our YouTube channel—The Renegade Marketing Hub! And if you're a B2B CMO, check out our thriving community: https://cmohuddles.com/

The Pest Geek Podcast Worlds #1 Pest Control Training Podcast
Overcoming Sales Objections: 5 Powerful Strategies to Deliver Unmatched Value in Pest Control

The Pest Geek Podcast Worlds #1 Pest Control Training Podcast

Play Episode Listen Later Feb 28, 2024 4:03


Mastering Sales Objections and Delivering Value in Pest Control Introduction: Elevating Sales Through Expertise In the latest enlightening episode of the Pest Geek Podcast, host Franklin 'The Pestgeek' Hernandez delves into the crucial aspects of overcoming sales objections and delivering exceptional value within the pest control industry. This discussion is rooted in Franklin's experiences and emphasizes the transformative power of expert consultations in the lawn care segment. The Power of Consultative Selling Franklin shares a compelling personal anecdote that underscores the importance of showcasing expertise and conducting comprehensive evaluations. He argues that these practices are key to justifying premium rates, positioning consultative selling as a cornerstone of successful pest control services. Demonstrating Expertise The episode highlights how demonstrating in-depth knowledge and offering tailored solutions can set a pest control business apart from its competitors. Franklin explains that clients value expertise highly, and when they see the level of insight and customization a company provides, they are more inclined to accept premium pricing. Setting Realistic Expectations Franklin stresses the significance of setting realistic expectations right from the start. This approach ensures that clients have a clear understanding of the services they are receiving and the results they can expect, fostering a relationship based on trust and transparency. Honesty and Transparency in Sales In a market where competition is fierce, Franklin advises against the allure of making misleading promises to secure a sale. He champions honesty and transparency, guiding businesses to educate their clients on realistic outcomes and the true value of thorough, professional pest control services. Building Trust and Lasting Relationships By being upfront and honest, pest control professionals can build a foundation of trust with their clients, leading to lasting relationships. This trust is essential for long-term success, as satisfied customers are more likely to return and recommend your services to others. Watch the Full Episode Gain deeper insights into refining your sales strategy and ensuring your clients understand the value you provide by watching the full episode: Why aren't you dealing with objections in the sales process and giving more value. Stay Connected with NaturePest and Pestgeek For further professional guidance and to join vibrant discussions on pest control, stay connected with NaturePest and the Pestgeek community through our various platforms: NaturePest Twitter: Follow us for updates NaturePest Website: Explore our services NaturePest Facebook Community: Join the conversation NaturePest Instagram: See our work in action NaturePest LinkedIn: Connect with us professionally Google Maps: Visit NaturePest Latest Updates: Stay informed Dive into the Pestgeek Community The Pestgeek community offers a wealth of knowledge for those passionate about pest control: Pestgeek Facebook Group: Engage with peers Pestgeek Facebook Page: Like for updates iTunes: Listen to Pestgeek Podcast LinkedIn: Network with Franklin Hernandez PestGeek Website: Discover more resources Conclusion: Enhancing Your Approach to Pest Control Sales The DIY Naturepest Podcast with Franklin 'The Pestgeek' Hernandez is your go-to source for invaluable pest control tips and strategies to navigate sales objections. By embracing consultative selling and prioritizing client education and value, you can elevate your pest control business to new heights. Tune in and transform your approach to sales and service in the pest control industry. https://youtu.be/AgZJCoHiFY4

The Tech Trek
Building a Vision for Data and Delivering Value

The Tech Trek

Play Episode Listen Later Feb 27, 2024 35:19


In this episode, Vineeth Loganathan, the Director of Machine Learning at ViralGains, discusses building a successful data program. He explores the importance of a clear vision and steps in delivering value through data. Vineeth also explains the concept of zero-party data and how it can be used for targeted marketing. Tune in to gain insights on balancing short-term and long-term data needs and delivering value to customers. Highlights: [00:00:57] Zero-party data for ads. [00:06:00] Closing the loop on data. [00:07:20] Understanding stakeholder needs. [00:11:51-00:12:01] Defining metrics and understanding churn. [00:16:10] Delivering value with machine learning. [00:20:46] Research in machine learning. [00:22:03] NLP advancements and their impact. [00:26:10] Analyst in a box. [00:30:22] Prompt engineering and ML ops. [00:34:49] Formulating strategies in ML. Vineeth Loganathan leads Machine Learning and Data Science at ViralGains, an ad-tech company based in Boston. His team's charter is to leverage the power of machine learning to deliver an audience-driven marketing strategy for brands that optimize outcomes across the customer decision journey. He has 15+ years of experience leading data science teams across Disney, Amazon, Microsoft, and Airbnb. Connect: https://twitter.com/VineethLogan https://www.linkedin.com/in/vineeth-loganathan/ ---- Thank you so much for checking out this episode of The Tech Trek, and we would appreciate it if you would take a minute to rate and review us on your favorite podcast player. Want to learn more about us? Head over at https://www.elevano.comHave questions or want to cover specific topics with our future guests? Please message me at https://www.linkedin.com/in/amirbormand (Amir Bormand)

The Friday Habit
Maximize Your Margins: ROI-Focused Sales Tactics with Ian Campbell

The Friday Habit

Play Episode Listen Later Feb 23, 2024 44:35


Episode Summary:In this episode of The Friday Habit, hosts Mark Labriola and Benjamin Manley sit down with Ian Campbell, CEO of Nucleus Research. Ian shares his extensive experience and insights into the world of investigative research and how businesses can leverage the concept of Return on Investment (ROI) to enhance sales, improve services, and ultimately win more deals. Whether you're a small business owner, a freelancer, or a creative, this conversation is packed with valuable advice on how to prove ROI and focus your efforts to grow your business.Key Takeaways:The Importance of ROI: Ian emphasizes the significance of demonstrating the value of investments to potential clients. He discusses how understanding and presenting ROI can be a game-changer in sales and business development.Three Ways to Deliver Value: Ian breaks down the three core ways businesses can deliver value to their clients: increasing productivity, decreasing costs, or boosting profitability. He explains how aligning your services with these value propositions can significantly impact your sales approach.The Power of Focusing on Niches: The conversation highlights the importance of specialization and focusing on what you do best. Ian shares insights into how narrowing down services to meet specific market needs can lead to business growth and success.Actionable Strategies for Value Selling: Ian provides listeners with practical strategies to implement value selling in their business practices. From identifying customer needs to developing a value proposition and quantifying benefits, the discussion is a roadmap for anyone looking to enhance their sales approach.Leveraging Customer Success Stories: The importance of using customer success stories and references is discussed. Ian advises on how to effectively use testimonials to demonstrate value and credibility to potential clients.Action Item:Identify the top two or three ways your business delivers value to its clients. Focus on these aspects in your marketing and sales efforts to communicate the tangible benefits of working with your company.Resources Mentioned:The Value Sale (Book by Ian Campbell)Nucleus ResearchConnect with Ian Campbell:Website: Nucleus ResearchEmail: ian@nucleusresearch.comAbout The Friday Habit:The Friday Habit is the go-to podcast for business owners, freelancers, and creatives who want to transform their passion into a successful enterprise. Join Mark and Ben every week as they dive into the strategies and insights that can help you make every day feel like Friday.Subscribe & Review:Don't miss out on future episodes! Subscribe to The Friday Habit on Apple Podcasts and leave us a review. Your feedback helps us improve and reach more listeners like you.

Transformed Sales
Delivering Value and Satisfaction to The Customer With Cynthia Zenti

Transformed Sales

Play Episode Listen Later Feb 7, 2024 33:46 Transcription Available


In this episode, Cynthia Zenti shares her journey in sales, starting at the age of 13 and selling over $1 billion in cumulative revenue. She emphasizes the importance of understanding the purpose of selling and how it can help people. Cynthia discusses the need for salespeople to step outside of themselves and empathize with their customers, detaching emotionally from the sale. She also highlights the significance of creating a safe space for diversity, equity, and inclusion in the workplace. Cynthia shares her experiences in transforming company culture and the impact of being impeccable with your word. She concludes by discussing the influential people in her life and how to connect with her.TakeawaysUnderstanding the purpose of selling is crucial in helping people and making a difference in their lives.Salespeople need to step outside of themselves and empathize with their customers, focusing on their needs and goals.Creating a safe space for diversity, equity, and inclusion in the workplace is essential for fostering growth and performance.Being impeccable with your word and taking ownership as a leader can have a significant impact on team performance and engagement.Chapters00:00 Introduction and Background01:02 Starting in Sales at 1302:29 Lessons from Early Sales Experience03:27 Teaching the Purpose of Selling05:14 Stepping Outside of Yourself in Sales06:51 Detaching Emotionally from the Sale07:21 Career Progression in Sales08:24 Dealing with Imposter Syndrome09:49 Creating a Safe Space for Diversity, Equity, and Inclusion17:35 Transforming Company Culture23:49 Incorporating Diversity, Equity, and Inclusion in Sales31:36 Influential People in Cynthia's Life34:43 How to Connect with CynthiaConnect With CynthiaLinkedIn- linkedin.com/in/cynthiazentiConnect With WesleyneLinkedIn- linkedin.com/in/wesleyne Instagram- https://www.instagram.com/wesleynewhittaker/?hl=en Tiktok- https://www.tiktok.com/@thewesleynewhittaker Facebook - https://www.facebook.com/transformedsales Youtube- www.youtube.com/@wesleynewhittaker Twitter - https://x.com/wesleyne Website- TransformedSales.com Email- email...podcast@transformedsales.com